BERKSHIRE MEDICAL CENTER INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BERKSHIRE MEDICAL CENTER INC (EIN 04-2791396)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-15
- IRS object ID
- 201642289349303674
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule H
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-15T12:35:33-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 HOUSTON ST SUITE 600 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761027411 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042791396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKSHIRE MEDICAL CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERK | BusinessNameControlTxt |
| Phone | 4134472508 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 NORTH STREET | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 012014109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARLENE RODOWICZ | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4134472809 | PhoneNum |
| Signature | 2016-08-15 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELVA SCOTT | PreparerPersonNm |
| PTIN | P01207335 | PTIN |
| Phone | 8173351900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DARLENE RODOWICZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 NORTH STREET | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 012014109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $511,760,977 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BERKSHIREHEALTHSYSTEMS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF BERKSHIRE MEDICAL CENTER IS TO IMPROVE THE HEALTH OF ALL PEOPLE IN THE BERKSHIRES AND SURROUNDING COMMUNITIES, REGARDLESS OF THEIR ABILITY TO PAY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 2143 | TotalEmployeeCnt |
| Total Volunteers | 171 | TotalVolunteersCnt |
| Total Gross UBI | $110,161 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $5,086 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,866,368 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,414,402 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $391,487,761 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $440,062,765 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,161,402 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,477,786 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,006,689 | PYOtherRevenueAmt |
| CY Other Revenue | $1,108,553 | CYOtherRevenueAmt |
| PY Total Revenue | $411,522,220 | PYTotalRevenueAmt |
| CY Total Revenue | $462,063,506 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $216,096,784 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $240,766,465 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $175,272 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $166,913,544 | PYOtherExpensesAmt |
| CY Other Expenses | $188,386,221 | CYOtherExpensesAmt |
| PY Total Expenses | $383,010,328 | PYTotalExpensesAmt |
| CY Total Expenses | $429,152,686 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $28,511,892 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $32,910,820 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $510,707,767 | TotalAssetsBOYAmt |
| Total Assets EOY | $527,738,282 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $197,487,828 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $197,490,718 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $313,219,939 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $330,247,564 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF BERKSHIRE MEDICAL CENTER IS TO IMPROVE THE HEALTH OF ALL PEOPLE IN THE BERKSHIRES AND SURROUNDING COMMUNITIES, REGARDLESS OF THEIR ABILITY TO PAY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $332,750,738 | ExpenseAmt |
| Revenue | $387,107,724 | RevenueAmt |
| Desc | OPERATE AN ACUTE CARE GENERAL HOSPITAL AND MEDICAL EDUCATIONAL FACILITY, AND TO DELIVER THE HIGHEST QUALITY PATIENT CENTERED CARE IN A LEARNING ENVIRONMENT. TOTAL PATIENT DAYS FOR THE YEAR ARE 66,724, TOTAL LAB PROCEDURES 1,643,548, TOTAL RADIOLOGY PROCEDURES 193,358, TOTAL REHAB VISITS 64,227. HOURS OF OPERATION 24/HRS 365/DAYS PER YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $29,106,228 | ExpenseAmt |
| Revenue | $41,190,052 | RevenueAmt |
| Desc | OPERATION OF AN EMERGENCY DEPARTMENT AND TRAUMA CARE CENTER AVAILABLE TO ALL REGARDLESS OF ABILITY TO PAY. TOTAL VISITS FOR THE YEAR 71,975. ED IS IN OPERATION 24 HRS/DAY 365 DAYS/YEAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,885,401 | ExpenseAmt |
| Revenue | $9,903,843 | RevenueAmt |
| Desc | VISITING NURSE PROGRAM ALLOWING FOR THE CARE AND REHABILITATION OF PATIENTS IN THEIR OWN HOME ENVIRONMENT. TOTAL VISITS FOR THE YEAR 65,761 DETAILED AS FOLLOWS SKILLED NURSING 37,091, HOME HEALTH AIDE 10,109, REHAB 17,893, AND SOCIAL SERVICE 668. HOURS OF OPERATION 7 DAYS/WEEK 8AM-9PM WITH A NURSE ON CALL 24 HOURS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,192,852 | ExpenseAmt |
| Revenue | $1,965,221 | RevenueAmt |
| Desc | OPERATE A SUBSTANCE ABUSE CENTER WITH PROVIDING THE HIGHEST QUALITY OF PATIENT CARE. TOTAL PATIENT DAYS FOR THE YEAR 5,757. PROGRAM OPERATES 24 HRS/DAY 365 DAYS/YEAR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,192,852 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,965,221 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $379,935,219 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (1) | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 248 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2143 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARLENE RODOWICZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4134472809 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 NORTH STREET | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 012014109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| LORINDA ACKLEY MAZUR | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JEROME J ANDERSON | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALFRED A BARBALUNGA | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCELLA W BRADWAY MD | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRONLY S BOYD | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN T BURKE MD | |||||||||
| TRUSTEE/PHYSICIAN | 1.00 | 49.00 | Yes (X) | $0 | $234,741 | $42,260 | |||
| KIT DOBELLE | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY C DOHERTY | |||||||||
| TRUSTEE/CHAIRMAN | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| A KING FRANCIS | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS J HOGAN | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN R KEARNS MD | |||||||||
| TRUSTEE/PHYSICIAN | 49.00 | 1.00 | Yes (X) | $85,350 | $0 | $0 | |||
| ELLEN L KENNEDY | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES G KOLESAR | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN M KORMANIK | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOAN M MCFALLS | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL R MCINERNEY MD | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURIE NORTON MOFFATT | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BARTON D RASER | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLE G SIEGEL | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE T SMITH | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARILYN L SPERLING | |||||||||
| TRUSTEE, RESIGNED 9/30/15 | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH C THOMPSON | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN H TRABULSI | |||||||||
| TRUSTEE, RESIGNED 9/30/15 | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS O ANDREWS | |||||||||
| TRUSTEE, TERM ENDED 2/10/15 | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD M DOHONEY | |||||||||
| TRUSTEE, RESIGNED 2/20/15 | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EDMUND H HORNSTEINDO | |||||||||
| TRUSTEE, TERM ENDED 2/10/15 | 1.00 | 2.00 | Yes (X) | $63,301 | $0 | $0 | |||
| DAVID E PHELPS | |||||||||
| PRESIDENT | 25.00 | 23.00 | Yes (X) | $0 | $712,285 | $42,633 | Yes (X) | ||
| DAVID E PHELPS ANNUAL LIFE | |||||||||
| PRESIDENT INSURANCE | 1.00 | 1.00 | Yes (X) | $0 | $107,692 | $0 | Yes (X) | ||
| DARLENE RODOWICZ | |||||||||
| TREASURER | 37.00 | 13.00 | $0 | $473,586 | $38,285 | Yes (X) | |||
| CHERYL BOUDREAU | |||||||||
| CLERK | 19.00 | 21.00 | $0 | $107,771 | $14,827 | Yes (X) | |||
| DIANE KELLY | |||||||||
| C.O.O. | 50.00 | $409,584 | $0 | $39,344 | Yes (X) | ||||
| RONALD F HAYDEN | |||||||||
| CHAIRMAN - EMERGENCY MEDICINE | 50.00 | $544,191 | $0 | $42,482 | Yes (X) | ||||
| ANTHONY G ELLRODT | |||||||||
| CHAIRMAN - DEPT OF MEDICINE | 50.00 | $518,544 | $0 | $38,300 | Yes (X) | ||||
| RAYMOND GARY SOHL | |||||||||
| ANESTHESIOLOGIST | 50.00 | $487,950 | $0 | $39,622 | Yes (X) | ||||
| CARLOS MARAMAG | |||||||||
| ANESTHESIOLOGIST | 50.00 | $453,276 | $0 | $41,237 | Yes (X) | ||||
| DAVID I POMERANTZ | |||||||||
| ANESTHESIOLOGIST | 50.00 | $449,206 | $0 | $44,147 | Yes (X) | ||||
| MARK P VANDEN BOSCH | |||||||||
| ANESTHESIOLOGIST | 50.00 | $459,428 | $0 | $44,389 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,470,830 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,636,075 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $427,526 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 390 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMPHEALTH MEDICAL STAFFING | |||||
| PO BOX 972670 | DALLAS | TX | 753972670 | CONTRACTED LABOR | $1,524,060 |
| CLINICAL PROVIDERS STAFFING PC | |||||
| 141 DORCHESTER AVE UNIT 302 | BOSTON | MA | 02127 | CONTRACTED LABOR | $1,034,163 |
| EXECUTIVE HEALTH RESOURCES INC | |||||
| PO BOX 822688 | PHILADELPHIA | PA | 191822688 | CONTRACTED LABOR | $766,635 |
| BAYSTATE REFERENCE LABORATORY | |||||
| PO BOX 3352 | BOSTON | MA | 022413352 | MEDICAL LAB SERVICES | $707,023 |
| BILL DUNBAR AND ASSOC LLC | |||||
| 2601 FORTUNE CIR E STE 301A | INDIANAPOLIS | IN | 46241 | CONTRACTED LABOR | $679,565 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 195 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $101,596 | FundraisingAmt |
| Government Grants | $3,114,557 | GovernmentGrantsAmt |
| All Other Contributions | $1,198,249 | AllOtherContributionsAmt |
| Total Contributions | $4,414,402 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT SERVICES REVENUE | 622110 | $408,718,285 | $408,718,285 |
| OTHER ANCILLARY | 622110 | $24,705,507 | $24,705,507 |
| HEALTH PROMO EDUCATION | 611710 | $2,717,757 | $2,717,757 |
| LAB REVENUE | 621511 | $2,092,567 | $2,092,567 |
| PSYCH PROF SERVICES | 621112 | $1,828,649 | $1,828,649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $440,062,765 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,843,322 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $6,086 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,837,236 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $241,490 | TotalRevenueColumnAmt |
| Exclusion | $241,490 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,357,606 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,821,968 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$464,362 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$464,362 | TotalRevenueColumnAmt |
| Exclusion | -$464,362 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,196,290 | SecuritiesAmt |
| Other | $19,003 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,668,510 | SecuritiesAmt |
| Other | $153,809 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,527,780 | SecuritiesAmt |
| Other | -$134,806 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,392,974 | TotalRevenueColumnAmt |
| Exclusion | $10,392,974 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $53,184 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $101,596 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $53,184 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CAFETERIA INCOME | 722514 | $1,468,840 | $1,468,840 | |
| PRACTICE SUPPORT SERVICES | 561110 | $104,075 | $104,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,572,915 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $462,063,506 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $440,062,765 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $110,161 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,476,178 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $953,776 | TotalAmt |
| Management And General | $953,776 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,814,756 | TotalAmt |
| Program Services | $180,086,099 | ProgramServicesAmt |
| Management And General | $8,632,713 | ManagementAndGeneralAmt |
| Fundraising | $95,944 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,030,368 | TotalAmt |
| Program Services | $6,581,915 | ProgramServicesAmt |
| Management And General | $448,453 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,286,539 | TotalAmt |
| Program Services | $27,822,213 | ProgramServicesAmt |
| Management And General | $1,464,326 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,681,026 | TotalAmt |
| Program Services | $13,946,975 | ProgramServicesAmt |
| Management And General | $734,051 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,513,374 | TotalAmt |
| Management And General | $30,513,374 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,514 | TotalAmt |
| Program Services | $49,514 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,064,688 | TotalAmt |
| Program Services | $6,115,063 | ProgramServicesAmt |
| Management And General | $949,625 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,152 | TotalAmt |
| Program Services | $285,619 | ProgramServicesAmt |
| Management And General | $15,033 | ManagementAndGeneralAmt |
| Fundraising | $500 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,097,664 | TotalAmt |
| Program Services | $5,792,781 | ProgramServicesAmt |
| Management And General | $304,883 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $762,509 | TotalAmt |
| Program Services | $724,383 | ProgramServicesAmt |
| Management And General | $38,126 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,924,436 | TotalAmt |
| Program Services | $3,728,214 | ProgramServicesAmt |
| Management And General | $196,222 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $781,111 | TotalAmt |
| Program Services | $781,111 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,825,161 | TotalAmt |
| Program Services | $25,488,671 | ProgramServicesAmt |
| Management And General | $1,336,490 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,832,543 | TotalAmt |
| Program Services | $2,690,916 | ProgramServicesAmt |
| Management And General | $141,627 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $75,226,063 | $72,904,096 | $2,253,719 | $68,248 |
| RECIPROCAL/TEACH FEE | $15,140,202 | $15,140,202 | ||
| BAD DEBT | $8,457,395 | $8,457,395 | ||
| EQUIPMENT RENTAL/PURCHA | $8,299,621 | $7,699,130 | $600,491 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,110,788 | TotalAmt |
| Program Services | $1,640,922 | ProgramServicesAmt |
| Management And General | $459,286 | ManagementAndGeneralAmt |
| Fundraising | $10,580 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,152,686 | TotalAmt |
| Program Services | $379,935,219 | ProgramServicesAmt |
| Management And General | $49,042,195 | ManagementAndGeneralAmt |
| Fundraising | $175,272 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,871 | BOYAmt |
| EOY | $11,960 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,470,652 | BOYAmt |
| EOY | $37,404,293 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,865,472 | BOYAmt |
| EOY | $49,185,830 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $9,167 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,158,852 | BOYAmt |
| EOY | $10,547,832 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,110,150 | BOYAmt |
| EOY | $9,173,868 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,726,230 | BOYAmt |
| EOY | $3,087,449 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $500,131,267 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $293,487,392 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,664,400 | BOYAmt |
| EOY | $206,643,875 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,415,985 | BOYAmt |
| EOY | $183,374,298 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,780,910 | BOYAmt |
| EOY | $20,478,845 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,504,245 | BOYAmt |
| EOY | $7,820,865 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $510,707,767 | BOYAmt |
| EOY | $527,738,282 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,120,097 | BOYAmt |
| EOY | $48,615,068 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,074,780 | BOYAmt |
| EOY | $1,117,291 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,592,303 | BOYAmt |
| EOY | $101,946,875 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,700,648 | BOYAmt |
| EOY | $45,811,484 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,487,828 | BOYAmt |
| EOY | $197,490,718 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,956,394 | BOYAmt |
| EOY | $306,581,474 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,515,628 | BOYAmt |
| EOY | $16,918,173 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,747,917 | BOYAmt |
| EOY | $6,747,917 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,219,939 | BOYAmt |
| EOY | $330,247,564 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $510,707,767 | BOYAmt |
| EOY | $527,738,282 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $32,910,820 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$15,883,195 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $49,514 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $49,514 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITIES EXPENDITURES BERKSHIRE MEDICAL CENTER PAYS ANNUAL MEMBERSHIP DUES TO THE AMERICAN HOSPITAL ASSOCIATION (AHA) AND THE MASSACHUSETTS HOSPITAL ASSOCIATION (MHA). A PORTION OF THESE DUES ARE USED BY THE AHA AND THE MHA TO CONDUCT LOBBYING ACTIVITIES TO INCREASE THE BUDGET FOR MEDICARE AND MEDICAID FOR THE FYE 9/30/2015. CALCULATION OF THE LOBBYING FEE PORTION OF THE ANNUAL DUES ARE AS FOLLOWS: MHA LOBBYING FEES OF $37,544 ARE 20.83% OF THE $180,240 ANNUAL DUES. AHA LOBBYING FEES OF $11,970 ARE 22.80% OF THE $52,498 ANNUAL DUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,466,591 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$471,635 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$14,500 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$13,114 | OtherExpendituresAmt |
| End Year Balance | $20,967,341 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,636,167 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,854,177 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$12,550 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$11,203 | OtherExpendituresAmt |
| End Year Balance | $21,466,591 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,567,495 | BeginningYearBalanceAmt |
| Contributions | -$20,836 | ContributionsAmt |
| Investment Earnings Or Losses | $2,111,310 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$13,100 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$8,702 | OtherExpendituresAmt |
| End Year Balance | $19,636,167 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,196,985 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,399,757 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$15,600 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$13,646 | OtherExpendituresAmt |
| End Year Balance | $17,567,495 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,641,155 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$418,714 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$19,500 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$5,956 | OtherExpendituresAmt |
| End Year Balance | $15,196,985 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.32180 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.67820 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,520,635 | OtherCostOrOtherBasisAmt |
| Book Value | $8,520,635 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $206,085,700 | OtherCostOrOtherBasisAmt |
| Depreciation | $96,821,687 | DepreciationAmt |
| Book Value | $109,264,013 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $244,211,327 | OtherCostOrOtherBasisAmt |
| Depreciation | $189,013,904 | DepreciationAmt |
| Book Value | $55,197,423 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,313,605 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,651,801 | DepreciationAmt |
| Book Value | $33,661,804 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $206,643,875 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO THIRD PARTIES | $24,102,477 |
| DEFERRED COMPENSATION | $4,018,812 |
| WORKERS COMP STOP LOSS LIABILITY | $592,000 |
| AMOUNT DUE TO AFFILIATE | $14,491,603 |
| ASSET RETIREMENT ACCRETION | $2,606,592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $45,811,484 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION HOLDS, INVESTS AND/OR UTILIZES ENDOWMENT FUNDS IN ACCORDANCE WITH ANY EXPRESSED WISH OF THE DONOR OF THOSE FUNDS. TO THE EXTENT THAT THE DONOR INSTRUCTIONS ALLOW THE EXPENDITURE OF THE ENDOWMENT FUNDS, THEY ARE EXPENDED FOR HEALTHCARE SERVICES PURPOSES SUCH AS FREE CARE AND SCHOLARSHIPS, CONSISTENT WITH THE TAX EXEMPTION OF THE ORGANIZATION. |
| PART X, LINE 2: | THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND OTHER FINANCIAL INFORMATION OF BERKSHIRE HEALTH SYSTEMS, INC. AND AFFILIATES (INCLUDING BERKSHIRE MEDICAL CENTER) FOR THE YEARS ENDED SEPTEMBER 30, 2015, AND 2014 DOES NOT CONTAIN A FOOTNOTE ADDRESSING ANY LIABILITY FOR UNCERTAIN TAX PROVISIONS UNDER FIN 48. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $38,590 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $19,831 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $18,759 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $4,597 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $3,744 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,963 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $6,455 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $116,190 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $81,765 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $34,425 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $2,360 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $10,752 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $10,704 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $10,609 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $154,780 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $101,596 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $53,184 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $6,957 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,496 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $14,667 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,064 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $53,184 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $701,097 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $109,271 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $591,826 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00140 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $72,929,635 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $62,113,550 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,816,085 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02520 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $9,955,632 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $10,499,852 | DirectOffsettingRevenueAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $83,586,364 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $72,722,673 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $11,407,911 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02660 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,659,648 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,413,342 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,246,305 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00760 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $13,675,271 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $4,782,705 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $8,892,566 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02070 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $22,919,290 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $14,376,999 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $8,542,291 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01990 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $35,912 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $35,912 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $43,290,121 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $22,573,046 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $20,717,074 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04830 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $126,876,485 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $95,295,719 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $32,124,985 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07490 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $191,478 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $112 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $191,366 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00050 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $23,583 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $23,583 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $213,069 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $18,000 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $195,069 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00050 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,799 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $6,799 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $434,929 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $18,112 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $416,817 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00110 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $8,457,395 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $3,771,998 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $151,452,695 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $187,583,324 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$36,130,629 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKSHIRE MEDICAL CENTER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 NORTH STREET | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.BERKSHIREHEALTHSYSTEMS.ORG | WebsiteAddressTxt |
| State License | VQKK | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKSHIRE MEDICAL CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 14 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | WWW.BERKSHIREHEALTHSYSTEMS.ORG | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | 0 | ImplementationStrategyAdoptInd |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 150.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 300.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | WWW.BERKSHIREHEALTHSYSTEMS.ORG/ACCESS | FAPAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SAME AS ABOVE | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP Notice Displayed | Yes (X) | FAPNoticeDisplayedInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Other Method Used | Yes (X) | OtherMethodUsedInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| BERKSHIRE MEDICAL CENTER | PART V, SECTION B, LINE 5: BMC HAS UTILIZED AN ACTIVE COMMUNITY NEEDS ASSESSMENT AS PART OF ITS COMMUNITY BENEFIT PROCESS SINCE 1996. THE COMMUNITY NEEDS ASSESSMENT IS UPDATED ANNUALLY, AND THE UPDATE IN 2014 DIRECTED OUR EFFORTS IN 2015 . BMC UTILIZED ALL AVAILABLE CLINICAL, HEALTH STATUS, DEMOGRAPHIC, AND SOCIO-ECONOMIC DATA AVAILABLE TO FORM THE FOUNDATION OF OUR NEEDS ASSESSMENT. IN ADDITION WE GATHERED AVAILABLE QUALITATIVE DATA FROM OUR MANY ADVISORY GROUPS, COMMUNITY FORUMS, SURVEYS, AND FOCUS GROUPS. THE WELLNESS AND OUTREACH PROGRAMS ALSO SUPPLEMENT OUR UNDERSTANDING OF THE HEALTH STATUS OF OUR COMMUNITY, HEALTH RISK FACTORS, AND BARRIERS TO HEALTH AND HEALTH CARE. THE FEEDBACK GATHERED INPUT ON SPECIFIC ACTIONS THAT COULD BE TAKEN AT AN INDIVIDUAL, FAMILY AND ORGANIZATIONAL LEVEL AS WELL AS IDENTIFYING GAPS IN SERVICE IN ADDITION TO PRIORITIZING THE MOST IMPORTANT NEEDS FOR THE COMMUNITY AS A WHOLE. WE HAVE CONVENED THIS COMMUNITY GROUP AT LEAST ANNUALLY TO REVIEW DATA, CONFIRM PRIORITIES, DISCUSS NEEDS AND WORK TOGETHER TO ADDRESS THE IDENTIFIED PRIORITIES AND NEEDS. IN 2012 WE FORMALIZED THE COUNTY HEALTH INITIATIVE(CHI) WITH THE GOAL OF WORKING TOGETHER TO IMPROVE COMMUNITY HEALTH. THE LEADERSHIP TEAM OF THE CHI INCLUDED BERKSHIRE MEDICAL CENTER, FAIRVIEW HOSPITAL, BERKSHIRE COUNTY BOARDS OF HEALTH, THE BERKSHIRE ALLIANCE FOR PUBLIC HEALTH, TRI-TOWN HEALTH DEPARTMENT, PITTSFIELD BOARD OF HEALTH, BERKSHIRE UNITED WAY AND NORTHERN BERKSHIRE COMMUNITY COALITION. THE NEEDS DATA, ALONG WITH STATE PRIORITIES ARE USED TO DETERMINE OUR ANNUAL COMMUNITY BENEFIT PRIORITIES, WHICH ARE ESTABLISHED BY THE COMMUNITY BENEFIT AND ACCESS COMMITTEE OF THE BOARD OF TRUSTEES. IN ITS PLANNING, BMC LOOKS FOR OPPORTUNITIES TO MAKE BETTER AND MORE EFFECTIVE USE OF EXISTING RESOURCES AND PROVIDERS, AS WELL AS TO IDENTIFY GAPS IN SERVICE. BMC WORKS WITH INTERNAL RESOURCES AND COMMUNITY AND REGIONAL PARTNERS, WITH THE HELP OF EVIDENCED BASED OR BEST PRACTICE PROGRAMS, TO DEVELOP AND IMPLEMENT PROGRAMS AND INITIATIVES TO MEET COMMUNITY NEED. |
| BERKSHIRE MEDICAL CENTER | PART V, SECTION B, LINE 6A: FAIRVIEW HOSPITAL |
| BERKSHIRE MEDICAL CENTER | PART V, SECTION B, LINE 11: BERKSHIRE HEALTH SYSTEMS (BHS) REGULARLY ASSESS THE HEALTH NEEDS OF BERKSHIRE COUNTY RESIDENTS AS PART OF THE STRATEGIC PLANNING PROCESS AND COMMUNITY BENEFITS PROGRAMMING. BHS COMPILED THE BERKSHIRE COUNTY HEALTH ASSESSMENT REPORT IN COLLABORATION WITH THE COUNTY HEALTH INITIATIVE STEERING COMMITTEE COMPRISED OF BERKSHIRE MEDICAL CENTER, FAIRVIEW HOSPITAL, BERKSHIRE COUNTY BOARDS OF HEALTH ASSOCIATION, TRI-TOWN HEALTH DEPARTMENT, BERKSHIRE PUBLIC HEALTH ALLIANCE, PITTSFIELD HEALTH DEPARTMENT, BERKSHIRE UNITED WAY, BERKSHIRE REGIONAL PLANNING COMMISSION, AND NORTHERN BERKSHIRE COMMUNITY COALITION. THE INTENT IS TO BROADLY IDENTIFY THE MAJOR TRENDS IN HEALTH STATUS AND OUR COMMUNITY'S HEALTH NEEDS WITH AN UNDERSTANDING OF THE FACTORS THAT ARE LIKELY TO AFFECT THE POPULATION OF BERKSHIRE COUNTY. THE FRAMEWORK OF THIS PLAN SPANS FISCAL YEARS 2015-2017. THE OBJECTIVES OF THE CHNA WERE: * TO GATHER STATISTICALLY VALID INFORMATION ON THE HEALTH STATUS OF THE RESIDENTS OF BERKSHIRE COUNTY, * TO DEVELOP ACCURATE COMPARISONS TO STATE AND NATIONAL BENCHMARKS OF HEALTH AND QUALITY OF LIFE MEASURES TO PROVIDE TRENDING INFORMATION FOR THE FUTURE * TO IDENTIFY KEY AREAS OF SIGNIFICANT COMMUNITY NEEDS AND VULNERABLE POPULATIONS * TO UTILIZE FINDINGS FOR COMMUNITY BENEFIT AND HOSPITAL PLANNING ACTIVITIES * TO MEET MA ATTORNEY GENERAL AND IRS REQUIREMENTS RELATED TO THE NEEDS ASSESSMENT WHILE DEMOGRAPHIC, SOCIOECONOMIC AND HEALTH STATUS INDICATORS PROVIDE AN EFFECTIVE MEANS OF IDENTIFYING POTENTIAL NEEDS AND/OR PROBLEMS, SUCH A BROAD-BASED VIEW CANNOT IDENTIFY ALL OF THE HEALTH AND HUMAN SERVICE PROBLEMS FACING A COMMUNITY. THIS IS RATHER ONE STEP OF MANY IN AN ON-GOING PROCESS OF COLLECTING AND DISSEMINATING HEALTH STATUS INFORMATION SO THAT, WORKING TOGETHER, WE CAN ADDRESS THE HEALTH NEEDS OF OUR COMMUNITY AND HELP TO ENSURE BETTER OUTCOMES FOR ALL THE PEOPLE LIVING IN BERKSHIRE COUNTY. WE INCORPORATE FEEDBACK FROM MANY COMMUNITY FORUMS, INCLUDING NORTHERN BERKSHIRE COMMUNITY COALITION MONTHLY COMMUNITY MEETINGS, BI-ANNUAL COMMUNITY MEETINGS, RURAL HEALTH PLANNING TEAM, AND MANY COMMUNITY OUTREACH INTERACTIONS.COMMUNITY BENEFIT AND ACCESS COMMITTEE:AS A STANDING COMMITTEE OF THE BOARD OF TRUSTEES - ITSELF MADE UP OF COMMUNITY VOLUNTEERS, THIS COMMITTEE IS RESPONSIBLE FOR UNDERSTANDING THE HEALTH NEEDS AND BARRIERS TO CARE IN OUR SERVICE AREA. THE COMMITTEE OVERSEES THE COMMUNITY BENEFIT PROCESS OF THE ORGANIZATION, INCLUDING HEALTH NEEDS ASSESSMENTS, DETERMINING TARGET POPULATIONS AND PRIORITIES, DEVELOPMENT OF THE COMMUNITY BENEFITS PLAN AND EVALUATING PERFORMANCE AGAINST GOALS AND OBJECTIVES. THE COMMITTEE IS COMPRISED OF PEOPLE FROM THE BOARD OF TRUSTEES AND THE COMMUNITY AT LARGE, AND MEETS MONTHLY THOUGH OUT THE YEAR. THE BHS COMMUNITY BENEFITS AND ACCESS COMMITTEE REVIEWS AND DISCUSSES COMMUNITY BENEFIT PROGRAMS, POTENTIAL NEW INITIATIVES, COMMUNITY NEEDS AND OUTCOMES. THE COMMITTEE FORMALLY REVIEWS ANY UPDATES TO COMMUNITY NEEDS AND REAFFIRMS PRIORITIES ANNUALLY AND COMPLETES A COMPREHENSIVE NEEDS ASSESSMENT EVERY THREE YEARS. THROUGHOUT THE YEAR, INTERNAL COMMUNITY BENEFITS AND PROGRAM LEADERS MEET TO COORDINATE THE COMMUNITY BENEFIT PLAN AND PROGRAMS. IN 2012 WE FORMALIZED THE COUNTY HEALTH INITIATIVE (CHI) WITH THE GOAL OF WORKING TOGETHER TO IMPROVE COMMUNITY HEALTH. THE LEADERSHIP TEAM OF THE CHI INCLUDES BERKSHIRE MEDICAL CENTER, FAIRVIEW HOSPITAL, AND BERKSHIRE COUNTY BOARDS OF HEALTH ASSOCIATION, BERKSHIRE PUBLIC HEALTH ALLIANCE, TRI-TOWN HEALTH DEPARTMENT, PITTSFIELD HEALTH DEPARTMENT, BERKSHIRE REGIONAL PLANNING COMMISSION, BERKSHIRE UNITED WAY AND NORTHERN BERKSHIRE COMMUNITY COALITION. BHS IS THE ONLY HEALTH SYSTEM IN BERKSHIRE COUNTY AND THEREFORE WE ASSUME A SIGNIFICANT LEADERSHIP ROLE IN ADDRESSING THE PRIORITIES IDENTIFIED IN THE CHNA. WE ARE FORTUNATE TO WORK COLLABORATIVELY WITH MANY COMMUNITY ORGANIZATIONS. BERKSHIRE HEALTH SYSTEMS HAS A STRONG REPUTATION AS A LEADER AND COLLABORATOR IN MEETING COMMUNITY HEALTH NEEDS THROUGH ITS ONGOING COMMUNITY BENEFIT PROGRAMS AND SERVICES. BHS PLANS TO PROVIDE COMMUNITY BENEFIT PROGRAMS IN RESPONSE TO THE HEALTH NEEDS IDENTIFIED IN THE 2015-2017 COMMUNITY HEALTH NEEDS ASSESSMENT. THESE INCLUDE, BUT ARE NOT LIMITED TO, NORTH COUNTY NEIGHBORHOOD FOR HEALTH, CANYON RANCH LIFE ENHANCEMENT PROGRAM, PRESCRIPTION PAIN MEDICATION INITIATIVE, PREVENTION WELLNESS TRUST FUND INITIATIVES, HEALTH EDUCATION PROGRAMS, SCREENINGS, SUPPORT GROUPS, MENTAL HEALTH SERVICES, AND OTHER COMMUNITY HEALTH IMPROVEMENT SERVICES AND ACCESS TO CARE THROUGH A NUMBER OF LEVERAGED SOURCES (GRANTS). WITH EVER CHANGES IN HEALTH CARE NEEDS, THE STRATEGIES MAY CHANGE, AND NEW PROGRAMS MAY BE ADDED OR PROGRAMS MAY BE ELIMINATED DURING THE 2015 - 2017LISTED BELOW ARE THE IDENTIFIED PRIORITY HEALTH NEEDS, INCLUDING THE HOSPITAL'S STRATEGIC PRIORITY HEALTH NEEDS. THE FY15 CHNA REINFORCED EXISTING TRENDS AND PRIORITIES IN OUR COMMUNITY AND A COMPLETE IMPLEMENTATION STRATEGY WILL BE REFRESHED IN FY16.PLAN TO ADDRESS THE FOLLOWING NEEDS:CLINICAL CARE: ACCESS TO MEDICAL PROFESSIONALS ACCESS FOR UNDER AND UNINSURED HEALTHCARE DISPARITIESHEALTH BEHAVIORS: ADOLESCENT AND YOUTH-TEEN PREGNANCY INFECTIOUS DISEASE OBESITY SMOKING SUBSTANCE ABUSEMORBIDITY AND MORTALITY: CANCER CARDIOVASCULAR HEALTH DIABETES INFECTIOUS DISEASE MATERNAL/CHILD HEALTH MENTAL HEALTH-DEPRESSION STROKE/BLOOD PRESSUREPHYSICAL ENVIRONMENT: EMERGENCY PREPAREDNESSSOCIAL ECONOMIC: COMMUNITY DEVELOPMENT SAFETYTHE MOST RECENT ASSESSMENT INCLUDED A NEW FOCUS ON THE POPULATION OF NORTH COUNTY GIVE THE SUDDEN CLOSING OF NORTH ADAMS REGIONAL HOSPITAL IN MARCH 2014. BHS AND BERKSHIRE MEDICAL CENTER WORKED WITH INPUT AND SUPPORT FROM MANY GOVERNMENT AND COMMUNITY ORGANIZATIONS TO RESTORE CLINICAL SERVICES AND THIS PROCESS IS STILL GOING ON. IN THE RECENT CHNA WE ALSO NOTED INCREASE IN VIOLENCE IN OUR COMMUNITY AND DRAMATIC INCREASE IN OVERDOSES AND DEATHS DUE TO SUBSTANCE ABUSE. BHS IS COLLABORATING WITH THE BRIEN CENTER, THE PUBLIC HEALTH AUTHORITIES, THE LOCAL FQHC, AND LAW ENFORCEMENT OFFICIALS TO ENHANCE EXISTING EFFORTS TO EXPAND OUR WORK FOR PREVENTION, TREATMENT AND DIVERSION. |
| BERKSHIRE MEDICAL CENTER | PART V, SECTION B, LINE 22D: THE MAXIMUM AMOUNT THAT CAN BE CHARGED TO A FAP ELIGIBLE PATIENT IS 95% OF THE FACILITY'S STANDARD CHARGE. THE MAXIMUM AMOUNT THAT WILL BE CHARGED TO A FAP ELIGIBLE PATIENT WILL BE IN COMPLIANCE WITH THE NEW FINALIZED SECTION 501(R) REGULATIONS THAT ARE EFFECTIVE 10/01/2016. |
| PART V, SECTION B, LINE 16 | FINANCIAL ASSISTANCE POLICY WEBSITE AVAILABILITY |
| BERKSHIRE MEDICAL CENTER PART V, SECTION B, LINE 16A WEBSITE: | WWW.BERKSHIREHEALTHSYSTEMS.ORG/ACCESS |
| BERKSHIRE MEDICAL CENTER PART V, SECTION B, LINE 16C WEBSITE: | SAME AS ABOVE |
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7: | THE TOTAL COMMUNITY BENEFIT EXPENSE REPORTED ON PART I, LINES 7A, 7B, & 7C HAS BEEN CALCULATED USING THE RATIO OF PATIENT CARE COST TO CHARGES AS COMPUTED USING WORKSHEET 2 IN THE SCHEDULE H INSTRUCTIONS. THE TOTAL COMMUNITY BENEFIT EXPENSE REPORTED ON PART I, LINE 7G HAS BEEN CALCULATED USING A COST ACCOUNTING METHOD. |
| PART I, LINE 7G: | OUR COMMUNITY BENEFITS WHICH ARE SUBSIDIZED ARE THE SUBSTANCE ABUSE UNIT, THE DENTAL CLINIC, AND THE INPATIENT PYSCHIATRIC UNIT. |
| PART I, LN 7 COL(F): | BAD DEBT EXPENSE OF $8,457,395 ATTRIBUTABLE TO PATIENT ACCOUNTS HAS BEEN EXCLUDED FROM THE COMPUTATION OF ALL COMMUNITY BENEFIT EXPENSE SHOWN IN PART I, LINE 7, COLUMN F. |
| PART 1, LINE 6A | FAIRVIEW HOSPITAL AND BERKSHIRE MEDICAL CENTER EACH FILE A SEPARATE COMMUNITY BENEFITS REPORT WITH THE STATE OF MASSACHUSETTS. BMC'S FISCAL YEAR 2015 COMMUNITY BENEFITS REPORT CAN BE ACCESSED AT WWW.CBSYS.AGO.STATE.MA.US/CBPUBLIC/PUBLIC/ANNUAL_REPORTS_START.ASPX. |
| PART II, COMMUNITY BUILDING ACTIVITIES: | COALITION BUILDING $23,583:BHS RECOGNIZES THAT ACTIVE INVOLVEMENT IN THE COMMUNITY IS CRUCIAL TO PROMOTING AND PROTECTING THE HEALTH OF AREA RESIDENTS. THE DELIVERY OF HEALTHCARE SERVICES ALONE CANNOT ACHIEVE SIGNIFICANT IMPROVEMENT IN THE HEALTH STATUS OF OUR COMMUNITY. BHS HAS ENGAGED IN COMMUNITY BUILDING ACTIVITIES WITH THE GOAL OF DEVELOPING A SOCIETAL INFRASTRUCTURE THAT ENGAGES ALL SEGMENTS OF THE COMMUNITY WITH THE ULTIMATE PURPOSE OF BETTERING THE LIVES OF PEOPLE IN THE COMMUNITY. THESE ACTIVITIES HAVE REVOLVED AROUND THREE SPECIFIC EFFORTS:COMMUNITY HEALTH IMPROVEMENT ADVOCACY $213,069:PARTICIPATION IN GRASSROOTS COMMUNITY WIDE INITIATIVES FOCUSING ON LOCALLY IDENTIFIED CONCERNS:TEEN PREGNANCY PREVENTION INITIATIVEPITTSFIELD YOUTH PREVENTION PARTNERSHIPPITTSFIELD PROMISE (3RD GRADE READING LEVELS)COMMUNITY HEALTH NETWORK OF THE BERKSHIRESYOUTH SUICIDE PREVENTION PROGRAM/BERKSHIRE COALITION FOR SUICIDE PREVENTIONH1N1 FLU VACCINATION CLINICSBERKSHIRE PAIN MANAGEMENT PROGRAM, MULTI-STAKEHOLDER INITIATIVE TO CURTAIL PRESCRIPTION DRUG MISUSE AND DIVERSIONCOMMUNITY WIDE SUPPORT $191,478:EMERGENCY RESPONSE PLANNINGSCHOOL PARTNERSHIPS WITH REID MIDDLE SCHOOL AND CONTE ELEMENTARY SCHOOL SERVING IN A LEADERSHIP CAPACITY WITH COMMUNITY ORGANIZATIONS:BERKSHIRE UNITEDBERKSHIRE PRIORITIESAREA HEALTH EDUCATION CENTERPITTSFIELD FAMILY YMCAELDER SERVICES OF BERKSHIRE COUNTYBERKSHIRE COMMUNITY COLLEGEBERKSHIRE COMMUNITY COLLEGE FOUNDATIONLOCAL SCHOOL COMMITTEES (PITTSFIELD, ADAMS CHESHIRE REGIONAL, AND CENTRAL BERKSHIRE)LOCAL BOARDS OF HEALTHBERKSHIRE REGIONAL PLANNING COMMISSION SUSTAINABLE BERKSHIRES INITIATIVELOCAL SCHOOL WELLNESS COMMITTEESAREAS OF ECONOMIC DEVELOPMENT:BERKSHIRE REGIONAL EMPLOYMENT BOARDCHAMBER OF COMMERCEBERKSHIRE ECONOMIC DEVELOPMENT CORPORATION WORKFORCE DEVELOPMENT $6,799:WORKING WITH AREA AND REGIONAL INSTITUTIONS OF HIGHER LEARNING TO MAKE EDUCATIONAL OPPORTUNITIES AVAILABLE TO AREA RESIDENTSELMS COLLEGE RN TO BSN PROGRAMCAREER LADDER/ CLINICAL TECHNICAL TRAINING PROGRAMS IN NURSING AND ALLIED HEALTH AREASCLINICAL TRAINING SITE FOR AREA STUDENTS IN NURSING AND ALLIED HEALTH DISCIPLINESEMT-TRAINING AND RE-CERTIFICATION PROGRAMSBHS/BCC NURSING ASSISTANT PROGRAM FOR MEMBERS OF THE COMMUNITY AT LARGEYOUTH LEADERSHIP GROUP |
| PART III, LINE 2: | THE HOSPITAL REPORTS ACCOUNTS RECEIVABLE FOR SERVICES RENDERED AT NET REALIZABLE AMOUNTS FROM THIRD-PARTY PAYERS, PATIENTS, AND OTHERS. THE HOSPITAL PROVIDES AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON ACTUAL WRITE-OFF'S, A REVIEW OF OUTSTANDING RECEIVABLES, HISTORICAL COLLECTION INFORMATION, AND EXISTING ECONOMIC CONDITIONS AND TRENDS. |
| PART III, LINE 3: | THE ESTIMATED COST OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENT ACCOUNTS REPORTED ON LINE 3, PART III WAS CALCULATED USING THE RATIO OF PATIENT CARE COST TO CHARGES AS COMPUTED USING WORKSHEET 2 IN THE SCHEDULE H INSTRUCTIONS. NO BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER BERKSHIRE MEDICAL CENTER'S CHARITY CARE POLICY HAS BEEN REPORTED ON LINE 3, PART III BECAUSE ALL GROSS PATIENT CHARGES ATTRIBUTABLE TO THESE PATIENTS THAT WERE NOT PAID FROM UNCOMPENSATED CARE POOLS OR PROGRAMS WERE WRITTEN OFF AS "FREE CARE" EXPENSE. THIS PORTION OF OUR BAD DEBT IS A BENEFIT TO THE COMMUNITY BECAUSE REIMBURSEMENT WILL NOT BE RECEIVED FOR SERVICES RENDERED. |
| PART III, LINE 4: | FOOTNOTE 2 ("ALLOWANCE FOR UNCOLLECTABLE ACCOUNTS") TO THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND SUPPLEMENTARY FINANCIAL INFORMATION OF BERKSHIRE HEALTH SYSTEMS, INC. AND AFFILIATES (INCLUDING BERKSHIRE MEDICAL CENTER) FOR THE YEARS ENDED SEPTEMBER 30, 2015 AND 2014 CONTAINS THE FOLLOWING REGARDING BAD DEBT EXPENSE:"ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR UNCOLLECTABLE ACCOUNTS." "IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, THE HEALTH SYSTEM ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR UNCOLLECTABLE ACCOUNTS AND PROVISION FOR BAD DEBTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR UNCOLLECTABLE ACCOUNTS." "FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE HEALTH SYSTEM ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES FOR BAD DEBTS, IF NECESSARY (FOR EXAMPLE, FOR EXPECTED UNCOLLECTIBLE DEDUCTIBLES AND COPAYMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID)." "FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS, THE HEALTH SYSTEM RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE." "THE DIFFERENCE BETWEEN THE STANDARD RATES (OR THE DISCOUNTED RATES IF NEGOTIATED) AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR UNCOLLECTABLE ACCOUNTS.""THE ALLOWANCE FOR UNCOLLECTABLE AMOUNTS WAS APPROXIMATELY $18,757,000 AND $17,806,000 AS OF SEPTEMBER 30, 2015 AND 2014, RESPECTIVELY." " THIS BALANCE AS A PERCENT OF ACCOUNTS RECEIVABLE, NET OF CONTRACTUAL ADJUSTMENTS, WAS APPROXIMATELY 25% AS OF BOTH SEPTEMBER 30, 2015 AND 2014." |
| PART III, LINE 8: | THE AMOUNT REPORTED ON LINE 6, PART III WAS DETERMINED USING THE COST ALLOCATION METHODOLOGY USED FOR THE MEDICARE COST REPORTS. THE LOSS ON MEDICARE ACTIVITY AS REPORTED IN SECTION II, LINE 7 IS A COMMUNITY BENEFIT BECAUSE IT IS THE MISSION OF BERKSHIRE MEDICAL CENTER TO PROVIDE HIGH QUALITY HEALTH CARE TO RESIDENTS OF BERKSHIRE COUNTY REGARDLESS OF THEIR ABILITY TO PAY. THE COST TO PROVIDE SERVICES TO MEDICARE BENEFICIARIES OFTEN EXCEEDS THE REIMBURSEMENT FOR SUCH SERVICES. ELDERLY PATIENTS ARE AMONG THE MOST NEEDY IN OUR COMMUNITY AND PROVIDING SERVICES TO THEM CLOSE TO HOME IMPROVES THE QUALITY OF THEIR CARE, INCREASES ACCESS AND ENHANCES HEALTH AND WELLNESS FOR THIS POPULATION. SERVICES SUCH AS EMERGENCY CARE, CARDIAC SERVICES, PSYCHIATRIC CARE, RENAL DIALYSIS AND WOUND CARE SERVICES ARE AMONG THOSE THAT PROVIDE A SIGNIFICANT BENEFIT TO THE FRAIL ELDERLY. THE BREADTH OF ACUTE AND AMBULATORY SERVICES PROVIDED BY BMC MEANS THAT THE MEDICARE BENEFICIARIES IN OUR COUNTY DO NOT HAVE TO LEAVE THE COUNTY FOR MOST SERVICES. |
| PART III, LINE 9B: | POPULATIONS EXEMPT FROM COLLECTION ACTIVITIESTHE FOLLOWING INDIVIDUALS AND PATIENT POPULATIONS ARE EXEMPT FROM ANY COLLECTION OR BILLING PROCEDURES PURSUANT TO STATE REGULATIONS:A. PATIENTS ENROLLED IN A STATE HEALTH INSURANCE PROGRAM, INCLUDING BUT NOT LIMITED TO, MASSHEALTH, EMERGENCY AID TO THE ELDERLY, DISABLED AND CHILDREN, HEALTHY START, CHILDREN'S MEDICAL SECURITY PLAN, "LOW INCOME PATIENTS" AS DETERMINED BY THE OFFICE OF MEDICAID.1. PLEASE NOTE THAT BMC MAY SEEK COLLECTION ACTION AGAINST ANY PATIENT ENROLLED IN THE ABOVE MENTIONED PROGRAMS FOR THEIR REQUIRED CO-PAYMENTS AND DEDUCTIBLES THAT ARE SET FORTH BY EACH SPECIFIC PROGRAM.2. BMC MAY ALSO INITIATE BILLING OR COLLECTION FOR A PATIENT WHO ALLEGES THAT HE OR SHE IS A PARTICIPANT IN A FINANCIAL ASSISTANCE PROGRAM THAT COVERS THE COSTS OF THE HOSPITAL SERVICES, BUT FAILS TO PROVIDE PROOF OF SUCH PARTICIPATION. UPON RECEIPT OF SATISFACTORY PROOF THAT A PATIENT IS A PARTICIPANT IN A FINANCIAL ASSISTANCE PROGRAM, (INCLUDING RECEIPT OR VERIFICATION OF SIGNED APPLICATION) BMC SHALL CEASE ITS BILLING OR COLLECTION ACTIVITIES. 3. BMC MAY CONTINUE COLLECTION ACTION ON ANY LOW INCOME PATIENT FOR SERVICES RENDERED PRIOR TO THE LOW INCOME PATIENT DETERMINATION, PROVIDED THAT THE CURRENT LOW INCOME PATIENT STATUS HAS BEEN TERMINATED OR EXPIRED. HOWEVER, ONCE A PATIENT IS DETERMINED ELIGIBLE AND ENROLLED IN THE HEALTH SAFETY NET, MASSHEALTH, OR CERTAIN COMMONWEALTH CARE PROGRAMS, BMC WILL CEASE COLLECTION ACTIVITY FOR SERVICES, PREVIOUSLY BILLED, THAT NOW FALL INTO THE ELIGIBILITY PERIOD. 4. BMC MAY SEEK COLLECTION ACTION AGAINST ANY OF THE PATIENTS PARTICIPATING IN THE PROGRAMS LISTED ABOVE FOR NON-COVERED SERVICES THAT THE PATIENT HAS AGREED TO BE RESPONSIBLE FOR, PROVIDED THAT THE HOSPITAL OBTAINED THE PATIENT'S PRIOR WRITTEN CONSENT TO BE BILLED FOR THE SERVICE.5. BMC WILL NOT UNDERTAKE COLLECTION ACTION AGAINST AN INDIVIDUAL THAT HAS BEEN APPROVED FOR MEDICAL HARDSHIP UNDER THE MASSACHUSETTS HEALTH SAFETY NET PROGRAM WITH RESPECT TO THE AMOUNT OF THE BILL THAT EXCEEDS THE MEDICAL HARDSHIP CONTRIBUTION.B. BMC DOES NOT GARNISH A PATIENT'S OR THE PATIENT'S GUARANTOR'S WAGES OR EXECUTE A LIEN ON THE PATIENT'S OR THE PATIENT'S GUARANTOR'S PERSONAL RESIDENCE OR MOTOR VEHICLE. C. BMC AND ITS AGENTS SHALL NOT CONTINUE COLLECTION OR BILLING ON A PATIENT WHO IS A MEMBER OF A BANKRUPTCY PROCEEDING EXCEPT TO SECURE ITS RIGHTS AS A CREDITOR IN THE APPROPRIATE ORDER. |
| PART VI, LINE 2: | COMMUNITY BENEFITS MISSION STATEMENTFURTHERING OUR CHARITABLE PURPOSE, THE BERKSHIRE MEDICAL CENTER'S COMMUNITY BENEFIT MISSION IS TO IDENTIFY, PRIORITIZE AND INVEST IN OUR COMMUNITY'S HEALTH NEEDS BY PURSUING NEEDED INITIATIVES AND PROGRAMS. THE COMMUNITY BENEFIT GOALS INCLUDE SATISFYING UNMET NEEDS IN THE BERKSHIRES AND IMPROVING THE HEALTH STATUS OF OUR COMMUNITY WITH A PARTICULAR FOCUS ON ACCESS TO HEALTHCARE AND "AT RISK" POPULATIONS. RECOGNIZING THE VALUE OF BMC'S PARTNERSHIP WITH OUR COMMUNITY, BMC WILL SEEK INPUT AND MEANINGFUL COLLABORATION IN OUR EFFORT TO MEET COMMUNITY NEED. BMC WILL OUTLINE IN AN ANNUAL COMMUNITY BENEFIT PLAN, THE PRIORITIES TO BE ADDRESSED AND THE INITIATIVES TO BE FUNDED.BMC AND FAIRVIEW HOSPITAL ARE BOTH PART OF BERKSHIRE HEALTH SYSTEMS AND THEREFORE WORK TOGETHER TO MEET COMMUNITY NEED. COMMUNITY BENEFIT AND ACCESS COMMITTEEAS A STANDING COMMITTEE OF THE BOARD OF TRUSTEES - ITSELF MADE UP OF COMMUNITY VOLUNTEERS, THIS COMMITTEE IS RESPONSIBLE FOR UNDERSTANDING THE HEALTH NEEDS AND BARRIERS TO CARE IN OUR SERVICE AREA. THE COMMITTEE OVERSEES THE COMMUNITY BENEFIT PROCESS OF THE ORGANIZATION, INCLUDING HEALTH NEEDS ASSESSMENTS, DETERMINING TARGET POPULATIONS AND PRIORITIES, DEVELOPMENT OF THE COMMUNITY BENEFITS PLAN AND EVALUATING PERFORMANCE AGAINST GOALS AND OBJECTIVES. THE COMMITTEE IS COMPRISED OF PEOPLE FROM THE BOARD OF TRUSTEES AND THE COMMUNITY AT LARGE, AND MEETS MONTHLY THROUGH OUT THE YEAR. COMMUNITY BENEFITS LEADERSHIP/TEAMRUTH BLODGETT, BHS SENIOR VICE PRESIDENT, PLANNING AND DEVELOPMENT; MICHAEL LEARY, BHS DIRECTOR OF MEDIA RELATIONS; CATHIE MCHUGH, PLANNING ANALYST; KAREN BENZIE, RN VP INTEGRATED CARE; ED PERLAK, VICE PRESIDENT, COMMUNITY SERVICES; LEE SANTOS, BHS FISCAL ADMINISTRATION; PROGRAM DIRECTORS OF COMMUNITY BENEFIT PROGRAMS.COMMUNITY BENEFITS MEETINGSTHE BHS COMMUNITY BENEFITS AND ACCESS COMMITTEE MEETS MONTHLY TO DISCUSS COMMUNITY BENEFIT PROGRAMS, POTENTIAL NEW INITIATIVES, COMMUNITY NEEDS AND OUTCOMES. THROUGHOUT THE YEAR, INTERNAL COMMUNITY BENEFIT AND PROGRAM LEADERS MEET TO COORDINATE THE COMMUNITY BENEFIT PLAN AND PROGRAMS. HEALTH NEEDS ASSESSMENTBMC HAS UTILIZED AN ACTIVE COMMUNITY NEEDS ASSESSMENT AS PART OF ITS COMMUNITY BENEFIT PROCESS SINCE 1996. THE COMMUNITY NEEDS ASSESSMENT IS UPDATED ANNUALLY, WITH A COMPLETE ASSESSMENT DONE EVERY THREE YEARS. THE LAST CHNA WAS COMPLETED IN THE FALL OF 2015 IN COLLABORATION WITH OUR PUBLIC HEALTH COLLEAGUES FROM ACROSS BERKSHIRE COUNTY. BMC UTILIZED ALL AVAILABLE CLINICAL, HEALTH STATUS, DEMOGRAPHIC, AND SOCIO-ECONOMIC DATA AVAILABLE TO FORM THE FOUNDATION OF OUR NEEDS ASSESSMENT. IN ADDITION WE GATHERED AVAILABLE QUALITATIVE DATA FROM OUR MANY ADVISORY GROUPS, COMMUNITY FORUMS, SURVEYS, AND FOCUS GROUPS. THE WELLNESS AND OUTREACH PROGRAMS ALSO SUPPLEMENT OUR UNDERSTANDING OF THE HEALTH STATUS OF OUR COMMUNITY, HEALTH RISK FACTORS, AND BARRIERS TO HEALTH AND HEALTH CARE. THE FEEDBACK GATHERED INPUT ON SPECIFIC ACTIONS THAT COULD BE TAKEN AT AN INDIVIDUAL, FAMILY AND ORGANIZATIONAL LEVEL AS WELL AS IDENTIFYING GAPS IN SERVICE IN ADDITION TO PRIORITIZING THE MOST IMPORTANT NEEDS FOR THE COMMUNITY AS A WHOLE. WE HAVE CONVENED THIS COMMUNITY GROUP AT LEAST ANNUALLY TO REVIEW DATA, CONFIRM PRIORITIES, DISCUSS NEEDS AND WORK TOGETHER TO ADDRESS THE IDENTIFIED PRIORITIES AND NEEDS. IN 2012 WE FORMALIZED THE COUNTY HEALTH INITIATIVE(CHI) WITH THE GOAL OF WORKING TOGETHER TO IMPROVE COMMUNITY HEALTH. THE LEADERSHIP TEAM OF THE CHI INCLUDES BERKSHIRE MEDICAL CENTER, FAIRIVEW HOSPITAL, BERKSHIRE COUNTY BOARDS OF HEALTH, THE BERKSHIRE ALLIANCE FOR PUBLIC HEALTH, TRI-TOWN HEALTH DEPARTMENT, PITTSFIELD BOARD OF HEALTH, BERKSHIRE UNITED WAY AND NORTHERN BERKSHIRE COMMUNITY COALITION. THE NEEDS DATA, ALONG WITH STATE PRIORITIES ARE USED TO DETERMINE OUR ANNUAL COMMUNITY BENEFIT PRIORITIES, WHICH ARE ESTABLISHED BY THE COMMUNITY BENEFIT AND ACCESS COMMITTEE OF THE BOARD OF TRUSTEES. IN ITS PLANNING, BMC LOOKS FOR OPPORTUNITIES TO MAKE BETTER AND MORE EFFECTIVE USE OF EXISTING RESOURCES AND PROVIDERS, AS WELL AS TO IDENTIFY GAPS IN SERVICE AND ALSO SEEKS OUT AVAILABLE GRANTS TO FACILITATE MEETING COMMUNITY NEED. BMC WORKS WITH INTERNAL RESOURCES AND COMMUNITY AND REGIONAL PARTNERS, WITH THE HELP OF EVIDENCED BASED OR BEST PRACTICE PROGRAMS, TO DEVELOP AND IMPLEMENT PROGRAMS AND INITIATIVES TO MEET COMMUNITY NEED. DATA SOURCESCOMMUNITY FOCUS GROUPS, HOSPITAL DATA, CONSUMER AND ADVISORY GROUPS, INTERVIEWS, MASSCHIP, PUBLIC HEALTH PERSONNEL, SURVEYS, OTHER - HEALTHY PEOPLE 2020; DEPARTMENT OF PUBLIC HEALTH BUREAU OF FAMILY AND COMMUNITY HEALTH INJURY REPORT; DEPARTMENT OF PUBLIC HEALTH PRESCRIPTION MONITORING PROGRAM DATA; PHYSICIAN MANPOWER DATA; WORKFORCE NEEDS DATA; WELLNESS DATA; EMERGENCY DEPARTMENT/TRAUMA REGISTRY; BERKSHIRE UNITED WAY; BERKSHIRE REGIONAL PLANNING COMMISSION; CHAMBER OF COMMERCE BLUEPRINT STUDY.GOALS: STATEWIDE PRIORITIES: AS PART OF OUR PLANNING PROCESS, BMC ALSO INCORPORATES THE MA STATEWIDE PRIORITIES AS PART OF OUR LOCAL ASSESSMENT, PRIORITIES AND INITIATIVES. THE COMMONWEALTH'S PRIORITIES ARE: ADDRESS UNMET HEALTH NEEDS OF THE UNINSURED CHRONIC DISEASE MANAGEMENT IN DISADVANTAGED POPULATIONS PROMOTING WELLNESS OF VULNERABLE POPULATIONS REDUCING HEALTH DISPARITY, SUPPORTING HEALTHCARE REFORMTARGET POPULATIONSMEDICALLY UNDERSERVED - BERKSHIRE COUNTY HAS ONE OF THE HIGHEST NUMBER OF MEDICALLY UNDERSERVED RESIDENT POPULATIONS IN MASSACHUSETTS. UNINSURED - DUE TO ITS ECONOMIC AND EMPLOYMENT STATUS, BERKSHIRE COUNTY HAS A SIGNIFICANT NUMBER OF INDIVIDUALS AND FAMILIES WHO ARE UNINSURED OR UNDERINSURED.SENIOR POPULATION - BERKSHIRE COUNTY HAS ONE OF THE LARGEST ELDERLY POPULATIONS IN THE STATE. RACIAL AND ETHNIC POPULATIONS - THE BERKSHIRES IS EXPERIENCING A STEADY RISE IN IMMIGRANT POPULATION, PARTICULARLY LATIN AMERICAN AND RUSSIAN IMMIGRANTS. TARGET POPULATION CONTINUED:ENTIRE GEOGRAPHIC POPULATION OF BERKSHIRE COUNTY - BERKSHIRE COUNTY IS THE MOST RURAL COUNTY IN THE STATE AND IS GEOGRAPHICALLY ISOLATED FROM LARGER COMMUNITIES. AS A RESULT, BMC IS THE PRIMARY PROVIDER OF HEALTHCARE SERVICES TO THE REGION. ECONOMICALLY VULNERABLE - BERKSHIRE COUNTY HAS ONE OF THE HIGHEST UNEMPLOYMENT AND UNDEREMPLOYMENT RATES IN THE STATE AND LOW MEDIAN INCOME. YOUTH - LOCAL HEALTHCARE STATISTICS ON YOUTH AT RISK. PREGNANCY AND CHILDBIRTH - LOCAL HEALTHCARE STATISTICS ON MATERNAL CHILD HEALTH. POPULATIONS WITH HEALTH DISPARITIES - LOCAL HEALTH DATA. COMMUNITY BENEFIT PRIORITIES* CANCER* CARDIOVASCULAR HEALTH* DIABETES* MENTAL HEALTH* OBESITY* STROKE/BLOOD PRESSURE* SUBSTANCE ABUSE* ACCESS TO HEALTHCARE MEDICAL PROFESSIONALS UNDER & UNINSURED* ADOLESCENT & YOUTH HEALTH* TEEN PREGNANCY* DEPRESSION* EMERGENCY PREPAREDNESS * HEALTHCARE DISPARITIES* INFECTIOUS DISEASE* INJURY PREVENTION* MATERNAL/CHILD HEALTH * SMOKING* COMMUNITY DEVELOPMENT* SAFETYTHE FOLLOWING REPRESENTS THE LIST OF PRIORITIES IDENTIFIED BY THE COUNTY HEALTH INITIATIVE BASED ON HEALTHY PEOPLE 2020 OBJECTIVES AND/OR COUNTY HEALTH RANKINGS: THERE IS AN OVERARCHING GOAL TO IMPROVE THE HEALTH STATUS OF THE COMMUNITY THROUGH INTEGRATIVE HEALTH AND PREVENTION APPROACH.*HEALTHY WEIGHT, NUTRITION, EXERCISE*MENTAL HEALTH/DEPRESSION*MOTOR VEHICLE ACCIDENTS*SUBSTANCE ABUSE/EXCESSIVE DRINKING*TEEN PREGNANCY*TOBACCO USECONTINUED ON SCHEDULE O. |
| PART VI, LINE 3: | BMC PROMINENTLY ADVERTISES THROUGHOUT THE COMMUNITY, AT ALL OF ITS FACILITIES AND ON ITS WEBSITE ITS PROGRAM KNOWN AS "ADVOCACY FOR ACCESS." THE GOAL OF THIS PROGRAM IS TO ASSIST THE UNINSURED AND UNDERINSURED IN BERKSHIRE COUNTY IN ACCESSING VARIOUS PROGRAMS THAT CAN PAY FOR HEALTHCARE SERVICES (AS WELL AS AVENUES TO RECEIVE HEALTHCARE SERVICES AT NO COST). THE ADVOCACY FOR ACCESS PROGRAM HELPS REDUCE THE PERCEPTION BY THOSE WITH AN INABILITY TO PAY FOR HEALTHCARE THAT THEIR INABILITY IS, IN FACT, A BARRIER TO NECESSARY CARE. THE STAFF FACILITATES THE APPLICATION PROCESS FOR INDIVIDUALS AND FAMILIES IN ORDER TO BENEFIT ONE OF THE SEVERAL LOW-COST HEALTH INSURANCE PROGRAMS FOR ADULTS AND CHILDREN WHO LIVE IN MASSACHUSETTS. THE STAFF RECOGNIZES THAT MANY OF THESE STATE AND FEDERAL PROGRAMS CAN BE COMPLEX AND CONFUSING AND MAINTAINS AS ITS GOAL MAKING ACCESS TO HEALTH INSURANCE AS SIMPLE AS POSSIBLE. WHEN AN INDIVIDUAL OR FAMILY'S CIRCUMSTANCES CHANGE, THE ADVOCACY STAFF CAN ASSIST IN UPDATING THE APPROPRIATE AGENCY TO FACILITATE THE PROCESS.THE ADVOCACY FOR ACCESS PROGRAMS HELP THOUSANDS OF PEOPLE EACH YEAR ACCESS INSURANCE OR OTHER COVERAGE PROGRAMS TO AID THEM IN ADDRESSING THEIR HEALTHCARE NEEDS.INFORMATION REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE IS OFFERED TO OUR PATIENTS IN THE FOLLOWING MANNER:NOTICES OF THE AVAILABILITY OF FINANCIAL ASSISTANCE ARE POSTED THROUGHOUT THE HOSPITAL, SPECIFICALLY IN ALL SERVICE DELIVERY AREAS, FINANCIAL COUNSELING OFFICES THROUGHOUT THE CLINICAL CAMPUSES AND ALL BERKSHIRE FACULTY SERVICES PHYSICIAN PRACTICES. ADVOCACY FOR ACCESS PROGRAM STAFF ARE AVAILABLE DAILY TO MEET WITH PATIENTS WHO ARE PRESENT AT THE EMERGENCY DEPARTMENT FOR SERVICES AS REQUESTED.APPOINTMENTS CAN BE MADE WITH THE ADVOCACY FOR ACCESS PROGRAM OFFICE TO ASSIST PATIENTS IN FILING AN ELECTRONIC APPLICATION VIA WWW.MAHEALTHCONNECTOR.ORG FOR STATE FINANCIAL ASSISTANCE PROGRAMS. AT PRE-REGISTRATION, SELF-PAY PATIENTS ARE OFFERED AN APPOINTMENT WITH THE ADVOCACY FOR ACCESS PROGRAM OFFICE ALONG WITH AN EXPLANATION OF THE SERVICE.BROCHURES ARE DISTRIBUTED AT ALL ACCESS POINTS INFORMING PATIENTS OF THE AVAILABILITY OF FINANCIAL ASSISTANCE WITH PHONE NUMBERS TO CONTACT THE ADVOCACY FOR ACCESS PROGRAM OFFICE TO SET UP APPOINTMENTS. STATEMENTS MAILED TO PATIENTS WHO HAVE A SELF-PAY BALANCE WILL HAVE A MESSAGE INDICATING THAT FINANCIAL ASSISTANCE MAY BE AVAILABLE AND THE PHONE NUMBERS TO CONTACT THE ADVOCACY FOR ACCESS OFFICE FOR ADDITIONAL INFORMATION. ALL PATIENT STATEMENTS HAVE A MESSAGE ON THE BACK OF THE STATEMENT INDICATING THE AVAILABILITY OF FINANCIAL ASSISTANCE. |
| PART VI, LINE 4: | BERKSHIRE COUNTY IS THE MOST WESTERN OF THE 14 COUNTIES IN MASSACHUSETTS. IT IS THE SECOND MOST RURAL COUNTY IN THE STATE. WITH ABOUT 12% OF THE TOTAL LAND MASS IN MASSACHUSETTS, ITS APPROXIMATELY 129,000 RESIDENTS ACCOUNT FOR ONLY 2% OF THE POPULATION. THE BERKSHIRES RUN ALONG THE NEW YORK BORDER FROM VERMONT IN THE NORTH TO CONNECTICUT IN THE SOUTH AND ENCOMPASSES MOST OF THE MOUNTAIN RIDGE THAT SEPARATES THE HUDSON AND CONNECTICUT RIVER VALLEYS.THE POPULATION IS RELATIVELY HOMOGENEOUS ETHNICALLY:WHITE NON-HISPANIC PERSONS: 90.6%BLACK NON-HISPANIC PERSONS: 2.5%HISPANIC PERSONS: 3.5%ASIAN PERSONS: 1.2%THE COUNTY IS COMPRISED OF THREE DISTINCT SUB-REGIONS: NORTH, SOUTH AND CENTRAL WHICH FORM THE OVERALL COUNTY PROFILE OF A LARGELY RURAL AREA WITH SMALL URBAN, AGRARIAN, AND POST-INDUSTRIAL TOWNS AND CITIES. WHILE TIED TOGETHER ECONOMICALLY, SOCIALLY AND POLITICALLY, EACH SUB-REGION REFLECTS A DEGREE OF SOCIAL AND ECONOMIC DIFFERENCES, PRIMARILY DUE TO THE 50-MILE LENGTH OF THE COUNTY FROM NORTH TO SOUTH. IN MARCH 2014, THE NORTHERN BERKSHIRE HEALTH SYSTEM AND NORTH ADAMS REGIONAL HOSPITAL CLOSED ABRUPTLY LEAVING THE NORTHERN BERKSHIRE COMMUNITY WITHOUT A LOCAL PROVIDER, AND DRAMATICALLY CHANGING THE CHALLENGES AND APPROACH TO MEETING THE HEALTH CARE NEEDS OF THIS COMMUNITY. BERKSHIRE MEDICAL CENTER AND BERKSHIRE HEALTH SYSTEMS FIRST STABILIZED ACCESS TO CRITICAL SERVICES AND THEN PROCEEDED TO ADD ADDITIONAL SERVICES TO MEET COMMUNITY NEED. THIS EFFORT HAS CONTINUED AND HAS BEEN SUPPORTED WITH THE HELP OF MANY LOCAL ORGANIZATIONS, ELECTED OFFICIALS AND GOVERNMENT AGENCIES.BERKSHIRE COUNTY IS A COMMUNITY IN TRANSITION FROM AN ECONOMY THAT ONCE RELIED HEAVILY ON MANUFACTURING TO A SERVICE AND TOURISM SECTOR DEPENDENT ECONOMY. THE GENERAL ELECTRIC COMPANY, WHICH AT ONE POINT IN THE 1970S EMPLOYED UPWARDS OF 15,000 PEOPLE, SOLD THE LAST SEGMENT OF ITS BUSINESS IN THE BERKSHIRES (GE PLASTICS, WHICH EMPLOYED ABOUT 500 PEOPLE) TO A SAUDI ARABIAN OWNED COMPANY, SABIC, AND IN 2015 SABIC ANNOUNCED IT WAS CLOSING ITS OPERATIONS IN THE COUNTY. OTHER MAJOR EMPLOYERS, FOR EXAMPLE, SPRAGUE ELECTRIC (ELECTRICAL COMPONENTS) AND BELOIT-JONES (PAPER MAKING MACHINERY) ALSO CLOSED.THE LAST FIVE YEARS HAVE SEEN THE CLOSING OF FIVE PAPER MILLS, WHICH HAD ACCOUNTED FOR A LARGE PART OF THE REMAINING INDUSTRIAL BASE IN THE AREA.SUBSEQUENTLY, THE COUNTY HAS TAKEN ADVANTAGE OF ITS RURAL ENVIRONMENT, CULTURAL ATTRACTIONS, AND ITS SMALL TOWN ATMOSPHERE TO DEVELOP A THREE SEASON TOURIST/VACATION "DESTINATION" PROXIMAL TO THE NEW YORK AND BOSTON METROPOLITAN AREAS (WITHIN A THREE HOUR DRIVE).ALTHOUGH THIS EFFORT HAS BEEN MET WITH A REASONABLE LEVEL OF SUCCESS (UPWARDS OF 2 MILLION TOURISTS VISIT EACH YEAR), THE JOBS CREATED IN THIS EMPLOYMENT SECTOR CANNOT ADEQUATELY REPLACE WHAT HAS BEEN LOST DUE TO THE MAJOR DEINDUSTRIALIZATION OF THE COUNTY OVER THE LAST TWO DECADES. THIS IS REFLECTED IN THE ECONOMIC DEMOGRAPHIC OF THE COUNTY COMPARED TO THE COMMONWEALTH OF MASSACHUSETTS:PER CAPITA INCOME IS 18% BELOW THE STATE AVERAGEMEDIAN HOUSEHOLD INCOME IS 23% BELOW THE STATE AVERAGE% OF CHILDREN LESS THAN 18 YEARS OF AGE LIVING BELOW 100% OF THE POVERTY LINE IS 18% HIGHER THAN THE STATE49.9% OF PREGNANT WOMEN RECEIVE PUBLICLY FINANCED PRENATAL CARE COMPARED TO 38.9% STATEWIDE.THE POPULATION DEMOGRAPHIC HAS BEEN SIMILARLY AFFECTED:2.8 % OF A POPULATION DECLINE IN THE COUNTY FROM 2000 TO 2010 FOLLOWING A 3.25 % DROP IN POPULATION FROM 1990-2000. THE NUMBER OF BIRTHS IN BERKSHIRE COUNTY IS DECLINING.% OF PERSONS UNDER THE AGE OF 20 YEARS IN THE COUNTY IS 10.8% LOWER THAN THE STATEWIDE AVERAGE.% OF PERSONS AGE 65 AND OLDER IS APPROXIMATELY 35% HIGHER THAN THE STATE AVERAGE(19.2% VS. 14.1%)THE EDUCATION PROFILE OF COUNTY RESIDENTS REFLECTS THE ECONOMIC AND POPULATION DEMOGRAPHIC:THE PERCENTAGE OF RESIDENTS AGE 25+ WHO HAVE GRADUATED HIGH SCHOOL (90.6%) IS ABOUT THE SAME AS THE STATE EXPERIENCE (89.4%).THE PERCENTAGE OF RESIDENTS AGE 25+ WITH A BACHELORS DEGREE OR HIGHER IS APPROX. 23% LOWER THAN THE COMMONWEALTH AS A WHOLE (30.3% VS. 39.4%).THE CUMULATIVE IMPACT OF THIS TRANSITION HAS HAD A SIGNIFICANT IMPACT ON THE FABRIC OF THE COMMUNITY. TRADITIONAL SUPPORT SYSTEMS OF FAMILY, SCHOOLS AND RELIGION, HAVE BEEN CHALLENGED BY THESE DEVELOPMENTS:ALCOHOL AND DRUG ABUSE ARE SIGNIFICANT ISSUES. COUNTY RESIDENTS ARE ADMITTED INTO SUBSTANCE ABUSE TREATMENT AT A FAR GREATER RATE THAN THE STATE AVERAGE.THE SUICIDE RATE IN BERKSHIRE COUNTY IS HIGHER THAN THE STATE AVERAGE. (10.2 VS. 9.1 STATEWIDE)IN 2010, THE COMMUNITIES OF NORTH ADAMS AND PITTSFIELD (THE TWO LARGEST COMMUNITIES IN BERKSHIRE COUNTY) WERE RANKED 1ST AND 3RD RESPECTIVELY STATEWIDE IN REPORTING RATE FOR CHILD MALTREATMENT. (NORTH ADAMS AT 195.2 REPORTED PER 1000 RESIDENT CHILDREN AND PITTSFIELD AT 156.0 REPORTED PER 1000 RESIDENT CHILDREN COMPARED TO A STATEWIDE RATE OF 56.3 PER 1000). IN TERMS OF VICTIMIZATION RATES (SUPPORTED ALLEGATIONS) NORTH ADAMS AT 48.8 AND PITTSFIELD AT 46.5 WERE 2ND AND 3RD STATEWIDE RESPECTIVELY COMPARED TO A STATEWIDE AVERAGE OF 15.8. (MASS. DEPARTMENT OF CHILDREN AND FAMILIES NOV. 2012)IN 8TH GRADE IN 2015, 26.1% OF BERKSHIRE COUNTY STUDENTS SELF-REPORTED ALCOHOL USE. IN 12TH GRADE THE PERCENTAGE WAS 73.6% IN 2015. (2015 PREVENTION NEEDS ASSESSMENT SURVEY RESULTS: BERKSHIRE COUNTY. BERKSHIRE YOUTH DEVELOPMENT PROJECT)THE SCHOOL POPULATION OF THE COUNTY HAS BECOME INCREASINGLY MOBILE AND UNSTABLE IN RESPONSE TO AN UNPRECEDENTED INCREASE IN HOUSING COSTS IN SOUTHERN BERKSHIRE COUNTY DUE PRIMARILY TO THE INFLUX OF SECOND HOME BUYERS. FAMILIES ARE RELOCATING TO LOWER COST HOUSING IN THE CENTRAL AND NORTHERN PARTS OF THE COUNTIES DISRUPTING ESTABLISHED SCHOOL SUPPORT SYSTEMS FOR THEIR CHILDREN (SCHOOL MOBILITY RATES BERKSHIRE HILLS REGIONAL SCHOOL DISTRICT).THE BERKSHIRE COUNTY JUVENILE RESOURCE CENTER TRUANCY, INTERVENTION, AND SUSPENSION/EXPULSION ALTERNATIVE PROGRAM SERVES OVER 460 YOUTHS/YEAR. (MASS. JUVENILE JUSTICE ADVISORY CTE. REPORT)1852 JUVENILE CASES WERE OPENED IN BERKSHIRE JUVENILE COURT (70% MALE, 30% FEMALE) (OFFICE OF BERKSHIRE DISTRICT ATTORNEY DAVID CAPELESS MAY 2010)14 CHURCHES CLOSED WITHIN THE LAST SIX YEARS.THE IMPACT OF THE LOCAL "ENVIRONMENT" ON YOUTH AND ITS IMPLICATIONS FOR THE FUTURE OF THE COUNTY IS FURTHER MAGNIFIED BY TWO SIGNIFICANT FINDINGS: THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH HAS IDENTIFIED BERKSHIRE COUNTY AS BEING AT HIGH RISK FOR YOUTH SUICIDE (ONE OF EIGHT AREAS OUT OF 27 DEFINED AREAS).A COUNTY-WIDE EFFORT TO ADDRESS THIS ISSUE HAS BEEN INITIATED. UNDER THE AUSPICES OF THE COMMUNITY HEALTH NETWORK OF THE BERKSHIRES (COMPRISED OF MEMBERS OF THE HEALTHCARE AND JUVENILE SERVICE PROVIDERS IN THE COUNTY), GRANT FUNDING FROM THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH HAS BEEN OBTAINED (ONE OF ONLY THREE PROPOSALS FUNDED) TO INITIATE A THREE YEAR YOUTH SUICIDE PREVENTION PROGRAM. THE FOCUS OF THIS EFFORT IS TO HELP COMMUNITY ORGANIZATIONS WORKING WITH ADOLESCENTS TO ESTABLISH SUSTAINABLE ACTIVITIES TO PROVIDE SUPPORTIVE ENVIRONMENTS FOR YOUTH, IDENTIFY YOUTH AT RISK, AND MAKE APPROPRIATE REFERRALS TO THE INTERVENTION SAFETY NET. FROM 2009 TO 2012 THE TEEN PREGNANCY RATE IN BERKSHIRE COUNTY, DECREASED OVER 50% AND THE 2012 BERKSHIRE COUNTY RATE WAS 10.32 COMPARED TO A STATEWIDE RATE OF 13.57. THE BERKSHIRE UNITED WAY HAS LEAD A COMMUNITY WIDE EFFORT TO REDUCE TEEN PREGNANCY. HEALTH STATUSTHE ROBERT WOOD JOHNSON FOUNDATION AND THE UNIVERSITY OF WISCONSIN POPULATION HEALTH INSTITUTE PRESENTED THE 2015 COUNTY HEALTH RANKINGS, A COLLECTION OF 50 REPORTS THAT REFLECT THE OVERALL HEALTH OF COUNTIES IN EVERY STATE ACROSS THE COUNTRY.SUMMARY HEALTH OUTCOMES & HEALTH FACTORS RANKINGSCOUNTIES RECEIVE TWO SUMMARY RANKS: HEALTH OUTCOMES HEALTH FACTORS EACH OF THESE RANKS REPRESENTS A WEIGHTED SUMMARY OF A NUMBER OF MEASURES. HEALTH OUTCOMES REPRESENT HOW HEALTHY A COUNTY IS WHILE HEALTH FACTORS ARE WHAT INFLUENCES THE HEALTH OF THE COUNTY. THE INFORMATION BELOW REFLECTS THE SOCIAL AND ECONOMIC STATUS OF OUR COMMUNITY AND INFLUENCES OUR HEALTH STATUS.OUT OF THE FOURTEEN COUNTIES OF MASSACHUSETTS, BERKSHIRE COUNTY RANKED 11TH FOR MORTALITY, MORBIDITY, 8TH FOR HEALTH BEHAVIORS, 10TH FOR SOCIAL & ECONOMIC FACTORS, 13TH FOR PHYSICAL ENVIRONMENT AND 3RD FOR CLINCIAL CARE. CONTINUED ON SCHEDULE O. |
| PART VI, LINE 5: | THE GOVERNING BODY OF BMC CONSISTS OF 25 COMMUNITY VOLUNTEERS, THREE PHYSICIAN REPRESENTATIVES OF THE HOSPITALS' MEDICAL STAFFS AND, AS AN EX OFFICIO MEMBER, THE CHIEF EXECUTIVE OFFICER. THE COMMUNITY VOLUNTEERS ARE ELECTED FOR TERMS OF UP TO THREE YEARS, ARE SUBJECT TO TERM LIMITS AND REPRESENT A WIDE SPECTRUM OF COMMUNITY INTERESTS-INCLUDING SOCIAL SERVICE PROVIDERS, LOCAL BUSINESS LEADERS, FINANCIAL PROFESSIONALS, CONSUMER ADVOCATES AND EDUCATIONAL LEADERS. MOST COMMITTEES OF THE BOARD OF TRUSTEES INCLUDE ADDITIONAL COMMUNITY REPRESENTATIVES. BMC MAINTAINS A PATIENT AND FAMILY COUNCIL TO PROVIDE INPUT AND ADVICE ON A WIDE RANGE OF SERVICE TOPICS.THE MEDICAL STAFF OF BMC IS OPEN TO ALL PHYSICIANS WHO MEET CLINICAL AND PATIENT SERVICE CRITERIA, ALTHOUGH CERTAIN HOSPITAL BASED SERVICES-RADIOLOGY, ANESTHESIA, EMERGENCY DEPARTMENT AND PATHOLOGY-ARE FUNCTIONALLY CLOSED BECAUSE OF THE MANNER IN WHICH THOSE DEPARTMENTS ARE STRUCTURED.BMC REGULARLY EXPENDS PERSONNEL AND FINANCIAL RESOURCES IN SUPPORT OF COMMUNITY INITIATIVES THAT PROMOTE IMPROVEMENTS IN COMMUNITY HEALTH AND WELL-BEING AND FOR WHICH IT DOES NOT EXPECT REIMBURSEMENT. THE HOSPITAL UTILIZES SURPLUS FUNDS FOR CAPITAL IMPROVEMENTS AND TO MAINTAIN ACCESS TO PATIENT SERVICES AND EXPAND ACCESS POINTS OF CARE AND SERVICES THAT SUPPORT COMMUNITY BENEFIT PRIORITIES TO PATIENTS THROUGHOUT THE COMMUNITY. THE BERKSHIRE COUNTY COMMUNITY HAS LONG LABORED UNDER A CRITICAL PHYSICIAN SHORTAGE IN VARIOUS SPECIALTIES AND BMC HAS IN RECENT YEARS EXPENDED SIGNIFICANT PERSONNEL TIME AND FINANCIAL RESOURCES IN RECRUITING PHYSICIANS TO THE AREA AS DIRECT EMPLOYEES OF BMC OR ITS AFFILIATES. MOREOVER, BMC HAS, IN APPROPRIATE WAYS, PROVIDED SUBSTANTIAL ASSISTANCE TO COMMUNITY MEDICAL PRACTICES TO RECRUIT AND SUPPORT THE PRACTICE START-UP OF NEW PHYSICIANS IN NEEDED SPECIALTIES. AS IS DISCUSSED AT GREATER LENGTH ELSEWHERE IN THIS SUPPLEMENTAL INFORMATION, BMC HAS EXTENSIVE COMMUNITY OUTREACH PROGRAMS AND SUPPORT, COMPREHENSIVE, COMMUNITY-BASED INITIATIVES TO ADDRESS SUCH DIVERSE HEALTHCARE CHALLENGES AS DIABETES, HEART FAILURE AND CHRONIC PAIN MANAGEMENT/NARCOTICS MISUSE AND DIVERSION. |
| PART VI, LINE 6: | BMC IS A PART OF AN INTEGRATED, NON-PROFIT HEALTHCARE SYSTEM THAT INCLUDES (A) A TEACHING HOSPITAL, (B) A CRITICAL ACCESS COMMUNITY HOSPITAL, (C) A LARGE, MULTISPECIALTY FACULTY PRACTICE ORGANIZATION, (D) A HOME HEALTH AGENCY AND (E), BY CONTRACT AND CLOSE COORDINATION, A NON-PROFIT SENIOR CARE ORGANIZATION THAT INCLUDES SUB-ACUTE SERVICES IN REHABILITATION AND LONG TERM CARE FACILITIES, ASSISTED LIVING FACILITIES, HOSPICE CARE SERVICES, SENIOR DAY CARE AND OTHER ELDERCARE SERVICES. BMC ENGAGES IN HEALTHCARE NEEDS ASSESSMENT AND PLANNING ON A SYSTEM-WIDE BASIS, WITH A GOAL OF A SEAMLESS TRANSITION OF PATIENT-CENTERED CARE ACROSS THE SPECTRUM OF SERVICES OFFERED BY EACH OF THE SYSTEM'S COMPONENT ENTITIES. BMC, ALONG WITH ITS AFFILIATES, CONTINUES TO DEVELOP INTEGRATED CLINICAL AND INFORMATION SYSTEMS ACROSS THE ENTIRE ORGANIZATION SO AS TO RENDER CARE EFFICIENTLY, EFFECTIVELY AND CONSISTENTLY AT EVERY CARE SITE. THE BMC AFFILIATES SUCH, AS THE PHYSICIAN FACULTY PRACTICE, ARE FULLY INTEGRATED INTO OUR COMMUNITY BENEFIT PROCESS AND SUPPORT THE ORGANIZATION'S PRIORITIES BY HONORING OUR FREE CARE GUIDELINES AND IN ENGAGING IN SPECIFIC PROGRAMS AND INITIATIVES DESIGNED TO MEET COMMUNITY NEED. |
| PART VI, LINE 7, REPORTS FILED WITH STATES | MA |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN T BURKE MD | ||||||||||||||
| TRUSTEE/PHYSICIAN | $0 | $227,159 | $0 | $0 | $0 | $7,582 | $0 | $10,641 | $0 | $32,374 | $0 | $277,756 | $0 | $0 |
| DAVID E PHELPS | ||||||||||||||
| PRESIDENT | $0 | $673,069 | $0 | $0 | $0 | $39,216 | $0 | $11,825 | $0 | $31,117 | $0 | $755,227 | $0 | $0 |
| DAVID E PHELPS ANNUAL LIFE | ||||||||||||||
| PRESIDENT INSURANCE | $0 | $0 | $0 | $0 | $0 | $107,692 | $0 | $0 | $0 | $0 | $0 | $107,692 | $0 | $0 |
| DARLENE RODOWICZ | ||||||||||||||
| TREASURER | $0 | $425,865 | $0 | $0 | $0 | $47,721 | $0 | $11,825 | $0 | $27,150 | $0 | $512,561 | $0 | $0 |
| DIANE KELLY | ||||||||||||||
| C.O.O. | $351,666 | $0 | $16,152 | $0 | $41,766 | $0 | $11,871 | $0 | $27,473 | $0 | $448,928 | $0 | $0 | $0 |
| RONALD F HAYDEN | ||||||||||||||
| CHAIRMAN - EMERGENCY MEDICINE | $447,665 | $0 | $53,660 | $0 | $42,866 | $0 | $11,825 | $0 | $30,657 | $0 | $586,673 | $0 | $0 | $0 |
| ANTHONY G ELLRODT | ||||||||||||||
| CHAIRMAN - DEPT OF MEDICINE | $449,334 | $0 | $21,720 | $0 | $47,490 | $0 | $11,825 | $0 | $26,475 | $0 | $556,844 | $0 | $0 | $0 |
| RAYMOND GARY SOHL | ||||||||||||||
| ANESTHESIOLOGIST | $469,278 | $0 | $16,000 | $0 | $2,672 | $0 | $6,625 | $0 | $32,997 | $0 | $527,572 | $0 | $0 | $0 |
| CARLOS MARAMAG | ||||||||||||||
| ANESTHESIOLOGIST | $402,090 | $0 | $16,000 | $0 | $35,186 | $0 | $11,825 | $0 | $29,412 | $0 | $494,513 | $0 | $0 | $0 |
| DAVID I POMERANTZ | ||||||||||||||
| ANESTHESIOLOGIST | $397,381 | $0 | $16,000 | $0 | $35,825 | $0 | $11,825 | $0 | $32,322 | $0 | $493,353 | $0 | $0 | $0 |
| MARK P VANDEN BOSCH | ||||||||||||||
| ANESTHESIOLOGIST | $417,345 | $0 | $16,717 | $0 | $25,366 | $0 | $11,825 | $0 | $32,564 | $0 | $503,817 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II | FormAndLineReferenceDesc |
| Explanation | 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. A PORTION OF THE COMPENSATION AMOUNT PAID TO OFFICERS OF THE FILING ENTITY IS ALLOCATED INTERNALLY AMONG THE FILING ENTITY AND ITS 26 ASSOCIATED NON-PROFIT, TAX-EXEMPT ENTITIES IN ORDER TO PROPERLY REFLECT THE DIVISION OF THE OFFICERS' TIME AND EFFORT AMONG THOSE VARIOUS ENTITIES AND EACH ENTITY'S RELATIVE CONTRIBUTION TO THE OFFICERS' TOTAL COMPENSATION (SEE BELOW). COMPENSATION OF THE CHIEF EXECUTIVE OFFICER, DAVID PHELPS, 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 TOTAL COMPENSATION FOR MANAGEMENT EMPLOYEES AT THE 60TH PERCENTILE OF APPROPRIATE BENCHMARKS (OTHER THAN THE CHIEF EXECUTIVE OFFICER WHOSE TOTAL COMPENSATION REMAINS TARGETED AT THE 50TH PERCENTILE). FOR MOST OF MR. PHELPS' 20+-YEAR TENURE AS CHIEF EXECUTIVE OFFICER, A WRITTEN AGREEMENT BETWEEN BERKSHIRE HEALTH SYSTEMS AND MR. PHELPS HAS CALLED FOR BERKSHIRE HEALTH SYSTEMS (AND ITS AFFILIATES) TO FUND A RETIREMENT PROGRAM THAT, WHEN ADDED TO HIS BASE COMPENSATION AND OTHER ROUTINE BENEFITS, WAS INTENDED TO BRING MR. PHELPS' TOTAL COMPENSATION CLOSE TO THE 50TH PERCENTILE RANGE OF TOTAL COMPENSATION FOR COMPARABLE EXECUTIVES IN COMPARABLE HEALTHCARE ORGANIZATIONS, AS DETERMINED BY INDEPENDENT, NATIONALLY RECOGNIZED COMPENSATION REVIEWERS. MR. PHELPS' TOTAL COMPENSATION INCLUDES THE COST OF A LIFE INSURANCE POLICY AS WELL AS CERTAIN OTHER TAXABLE BENEFITS THAT ARE GENERALLY AVAILABLE TO EMPLOYEES OF THE REPORTING ENTITY AND ITS RELATED ORGANIZATIONS. MR. PHELPS' BASE COMPENSATION AND LIFE INSURANCE (AND OTHER TAXABLE BENEFITS) ARE REPORTED SEPARATELY ON SCHEDULE J, PART II, COLUMNS (B) (I) AND (B) (II) RESPECTIVELY AND FORM 990, PART VII COLUMN (E). MR. PHELPS' CASH COMPENSATION AND BENEFITS ARE ALLOCATED AMONG THE 26 RELATED ENTITIES FOR WHICH MR. PHELPS IS RESPONSIBLE. DAVID E. PHELPS, PRESIDENT (INCLUSIVE OF $107,692 LIFE INSURANCE): BERKSHIRE MEDICAL CENTER, INC. 25.9 HOURS/50 TOTAL HOURS $448,719 BERKSHIRE FACULTY SERVICES, INC. 8.6/50 HOURS $151,011 FAIRVIEW HOSPITAL 3.5/50 HOURS $60,404 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 2/50 HOURS $30,202 BHS MANAGEMENT SERVICES, INC. 10/50 HOURS FOR THE BENEFIT OF: BOURNE MANAGEMENT SYSTEMS, INC. $12,253 GREENFIELD MANAGEMENT SYSTEMS, INC. $ 11,391 NEW BEDFORD MANAGEMENT SYSTEMS, INC. $12,944 NORTHAMPTON MANAGEMENT SYSTEMS, INC. $11,218 EAST LONGMEADOW MANAGEMENT SYSTEMS, INC. $6,386 DANVERS MANAGEMENT SYSTEMS, INC. $6,040 PEABODY MANAGEMENT SYSTEMS, INC. $10,873 SOUTH YARMOUTH MANAGEMENT SYSTEMS, INC. $6,903 BERKSHIRE PENNSYLVANIA, INC. $1,553 XENIA EAST MANAGEMENT SYSTEMS, INC. $1,553 WILLOWOOD OF GREAT BARRINGTON, INC. $9,492 WILLOWOOD OF NORTH ADAMS, INC. $10,873 WILLOWOOD OF WILLIAMSTOWN, INC. $13,634 HILLCREST EXTENDED CARE SERVICES, INC. $25,197 BERKSHIRE RETIREMENT COMMUNITY, INC. $5,350 BERKSHIRE EXTENDED CARE SERVICES, INC. $ 690 INTEGRINURSE, INC. $2,071 INTEGRISCRIPT, INC. $5,005 HOSPICECARE IN THE BERKSHIRES, INC. $11,908 PITTSFIELD MANAGEMENT SYSTEMS, INC. $7,249 DARLENE RODOWICZ: BERKSHIRE MEDICAL CENTER, INC. 37 HOURS/50 TOTAL HOURS $379,294 BERKSHIRE FACULTY SERVICES, INC. 7/50 HOURS $71,759 FAIRVIEW HOSPITAL 3/50 HOURS $30,754 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 2.5/50 HOURS $25,628 BHS MANAGEMENT SERVICES, INC. 0.5/50 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $5,126 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHEFA BHS SERIES F | ||||||||
| A | 042456011 | 57586CLN3 | 2005-07-26 | $53,089,428 | REFUND SERIES C AND D BONDS | 0 | 0 | 0 |
| MDFA BHS SERIES G | ||||||||
| B | 043431814 | 57583UQP6 | 2012-05-23 | $93,491,421 | REFUND SERIES E, A & B, RENOVATIONS AND EQUIPMENT | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $27,080,000 | $55,538,012 | $5,019,000 | $1,003,800 | $898,795 | $73,681 | $9,003,428 | 2008 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $7,450,000 | $93,491,421 | $1,104,925 | $8,171,944 | 2011 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd |
|---|---|---|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | Yes (1) | Yes (1) | |||
| B | 0 | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE DIFFERENCE OF $2,448,584 BETWEEN THE ISSUE PRICE LISTED IN PART I COLUMN (E) AND PART II LINE 3 TOTAL PROCEEDS OF ISSUE IS DEBT SERVICE RESERVE ACCUMULATED EARNINGS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCELLA W BRADWAY MD | PersonNm |
| Relationship With Org | TRUSTEE | RelationshipWithOrgTxt |
| Loan Purpose | PRACTICE SUPPORT SERVICES | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $9,167 | OriginalPrincipalAmt |
| Balance Due | $9,167 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $9,167 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | BERKSHIRE MEDICAL CENTER, INC. RELIES ON BHS MANAGEMENT SERVICES, INC. TO PROVIDE MANAGEMENT AND SUPPORT SERVICES FOR THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, VP GENERAL COUNSEL, AND VP OF HUMAN RESOURCES. |
| FORM 990, PART VI, SECTION A, LINE 6 | BERKSHIRE HEALTH SYSTEMS, INC. IS THE SOLE CORPORATE MEMBER OF BERKSHIRE MEDICAL CENTER, INC. |
| 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 11 | 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. IN ADDITION, BHS MANAGEMENT WILL REVIEW THE FORMS 990 WITH THE BHS FINANCE COMMITTEE AND ADDRESS QUESTIONS AND COMMENTS COVERING KEY ELEMENTS OF THE FORMS 990 THAT ARE OF CONCERN TO ALL OF THE FORMS 990, AND ANY SIGNIFICANT ELEMENTS THAT ARE PECULIAR TO ONE OR MORE OF THE AFFILIATES' FORMS 990. |
| 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 AND SENIOR MANAGEMENT TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST (A) ANNUALLY AND (B) AS POTENTIAL CONFLICTS ARISE. SENIOR EMPLOYEES ARE 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 TOTAL COMPENSATION FOR MANAGEMENT EMPLOYEES AT THE 60TH PERCENTILE OF APPROPRIATE BENCHMARKS. THE ORGANIZATION FOLLOWED THIS PROCESS FOR YEAR ENDED 9/30/15. |
| 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 OFFICE OF (A) THE CHIEF FINANCIAL OFFICER AND (B) THE VICE PRESIDENT AND GENERAL COUNSEL AT 725 NORTH STREET, PITTSFIELD MA 01201. |
| SCHEDULE H, PART VI, LINE 4 | COMMUNITY INFORMATION CONTINUED: WE ALSO USED THE HEALTH STATUS DATA PROVIDED BY THE DEPARTMENT OF PUBLIC HEALTH AS PART OF THE PREVENTION AND WELLNESS TRUST FUND PROCESS TO UNDERSTAND CRITICAL HEALTH RISKS IN OUR COMMUNITY AND SELECTED HYPERTENSION, SMOKING CESSATION, FALLS IN ELDERLY AND DIABETES AS OUR INITIATIVES DUE TO THE HIGH PREVALENCE OF CONCERN IN OUR COMMUNITY FOR THESE HEALTH CONDITIONS. EMPLOYEE WELLNESS THE BERKSHIRE HEALTH SYSTEMS (BHS) WORKSITE WELLNESS PROGRAM IS A COMPREHENSIVE PROGRAM DEVELOPED FOR AREA BUSINESSES AND BHS EMPLOYEES, WHICH PROVIDES HEALTH RISK ANALYSES AND SCREENINGS AND A RANGE OF PROGRAMS TO SUPPORT HEALTHIER LIFESTYLES TO HELP REDUCE HEALTH COVERAGE COSTS FOR EMPLOYEES AND EMPLOYERS. IN 2014 BHS PROVIDED WELLNESS SERVICES TO 11 COMPANIES, REACHING 10,000 EMPLOYEES AND PROVIDED SCREENINGS TO 3,508 PEOPLE. THE MAJORITY OF BERKSHIRE COUNTY RESIDENTS WORK, SO THE WORKPLACE IS A GREAT LOCATION TO IDENTIFY RISK AND IMPROVE OUR HEALTH STATUS. HEALTH AND CLINICAL INDICATORS: ADDITIONAL HEALTH INFORMATION THAT HELPS DEPICT THE PROFILE OF BERKSHIRE COUNTY INCLUDES: BERKSHIRE COUNTY HAS HIGHER THAN STATE AVERAGES FOR CARDIOVASCULAR MORTALITY RATES. THROUGH THE EFFORTS OF OUR CLINICAL CARE AND OUTREACH, THE RATE HAS DECLINED CONSISTENTLY OVER THE LAST TEN YEARS TO CLOSER WITH THE STATE. OUR AGE ADJUSTED SPECIFIC RATE FOR ALL CANCER DEATHS IS 150.35 WHICH IS LOWER THAN THE STATE RATE OF 162.86 (PER 100,000 PERSONS) FOR SUBSTANCE ABUSE, OUR ADMISSION RATE TO DPH FUNDED TREATMENT PROGRAMS IS 2818.9 VERSUS 1636.5 FOR THE STATE, AND ALCOHOL AND OTHER DRUG RELATED HOSPITAL DISCHARGES IS 995.0 VERSUS 362.0 (PER 100,000 PERSONS) DIABETES MORTALITY EXCEEDS THE STATE RATE 15.22 VERSUS 13.59 WORKFORCE SHORTAGES AND ACCESS TO CARE IN THE LAST DECADE BERKSHIRE COUNTY HAS EXPERIENCED A SHORTAGE OF PHYSICIANS FOR OUR COMMUNITY, AS WELL AS SHORTAGES FOR KEY CLINICAL SPECIALTIES, SUCH AS NURSING, RADIOLOGY AND LABORATORY. THESE SHORTAGES CREATE ACCESS TO CARE ISSUES FOR THE RESIDENTS OF BERKSHIRE COUNTY. IN THE LAST 5-8 YEARS, BMC HAS EDUCATED AND TRAINED HUNDREDS OF STAFF IN ITS CRITICAL SHORTAGE PROGRAMS AS WELL AS HELPED RECRUIT APPROXIMATELY 150 PHYSICIANS TO THE COMMUNITY, REDUCING THE COUNTY'S EXISTING SHORTAGE OF PROVIDERS BY 40 FTES. GIVEN NATIONAL SHORTAGES, INCREASED DEMAND, AND OUR RURAL LOCATION, BMC EXPECTS THAT THIS CHALLENGE OF HAVING AN ADEQUATE NUMBER OF HEALTH CARE PROFESSIONALS TO MEET THE COMMUNITY NEED WILL CONTINUE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HEALTH SYSTEMS INC | ||||||||||
| 725 NORTH ST | PITTSFIELD | MA | 01201 | 042442944 | PARENT CORP | MA | 501 (C)(3) | 11B-II | N/A | 0 |
| FAIRVIEW HOSPITAL | ||||||||||
| 725 NORTH ST | PITTSFIELD | MA | 01201 | 042133860 | ACUTE CARE | MA | 501 (C)(3) | 3 | N/A | 0 |
| BERKSHIRE FACULTY SERVICES INC | ||||||||||
| 725 NORTH ST | PITTSFIELD | MA | 01201 | 042995053 | PHYSICIAN SVC | MA | 501 (C)(3) | 11B-II | N/A | 0 |
| BHS MANAGEMENT SERVICES INC | ||||||||||
| 725 NORTH ST | PITTSFIELD | MA | 01201 | 222755258 | MANAGEMENT | MA | 501 (C)(3) | 11B-II | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|
| TRI-STATE MEDICAL MANAGEMENT CORP | ||||||||||
| 725 NORTH STREET | PITTSFIELD | MA | 01201 | 042913352 | REAL ESTATE MANAGEMENT | MA | FAIRVIEW HOSPITAL | C | 0 | |
| WILLIAMSTOWN MEDICAL ASSOCIATES PC | ||||||||||
| 197 ADAMS ROAD | WILLIAMSTOWN | MA | 01267 | 042680535 | HEALTH SERVICES | MA | C | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |