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BERKSHIRE MEDICAL CENTER INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
BERKSHIRE MEDICAL CENTER INC (EIN 04-2791396)
Tax period
2010-10-01 to 2011-09-30
Filed
2012-08-15
IRS object ID
201212289349303646
Schema version
2010v3.4
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-08-15T16:40:58-05:00Timestamp
Tax Period End Date2011-09-30TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2010-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN042791396EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BERKSHIRE MEDICAL CENTER INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBERKNameControl
Phone4134472081Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1725 NORTH STREETAddressLine1
CityPITTSFIELDCity
StateMAState
ZIP Code012014109ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDARLENE RODOWICZName
TitleCFOTitle
Phone4134472508Phone
Date Signed2012-08-15DateSigned
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDARLENE RODOWICZNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1725 NORTH STAddressLine1
CityPITTSFIELDCity
StateMAState
ZIP Code01201ZIPCode
FieldValueIRS element (for citing)
Gross Receipts371996244GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.BHS1.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1983YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionTHE 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body24NbrVotingMembersGoverningBody
Nbr Independent Voting Members20NbrIndependentVotingMembers
Total Nbr Employees2868TotalNbrEmployees
Total Nbr Volunteers210TotalNbrVolunteers
Total Gross UBI348492TotalGrossUBI
Net Unrelated Business Txbl Income347492NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year2042733ContributionsGrantsPriorYear
Contributions Grants Current Year1737226ContributionsGrantsCurrentYear
Program Service Revenue Prior Year305592033ProgramServiceRevenuePriorYear
Program Service Revenue CY327281286ProgramServiceRevenueCY
Investment Income Prior Year6684637InvestmentIncomePriorYear
Investment Income Current Year8365126InvestmentIncomeCurrentYear
Other Revenue Prior Year799786OtherRevenuePriorYear
Other Revenue Current Year1006508OtherRevenueCurrentYear
Total Revenue Prior Year315119189TotalRevenuePriorYear
Total Revenue Current Year338390146TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year182633194SalariesEtcPriorYear
Salaries Etc Current Year187339579SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year163871TotalFundrsngExpCurrentYear
Other Expense Prior Year134859008OtherExpensePriorYear
Other Expenses Current Year137183743OtherExpensesCurrentYear
Total Expenses Prior Year317492202TotalExpensesPriorYear
Total Expenses Current Year324523322TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-2373013RevenuesLessExpensesPriorYear
Revenues Less Expenses CY13866824RevenuesLessExpensesCY
Total Assets BOY370412006TotalAssetsBOY
Total Assets EOY377426794TotalAssetsEOY
Total Liabilities BOY193250439TotalLiabilitiesBOY
Total Liabilities EOY195581835TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY177161567NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY181844959NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense268753348Expense
Revenue287891075Revenue
DescriptionOPERATE AN ACUTE CARE GENERAL HOSPITAL AND MEDICAL EDUCATIONAL FACILITY, AND TO DELIVER THE HIGHEST QUALITY PATIENT CENTERED CARE IN A LEARINING ENVIRONMENT. TOTAL PATIENT DAYS FOR THE YEAR ARE 58,865, TOTAL LAB PROCEDURES 1,434,482, TOTAL RADIOLOGY PROCEDURES 172,732, TOTAL REHAB VISITS 56,968. HOURS OF OPERATION 24/HRS 365/DAYS PER YEAR.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense14953945Expense
Revenue30778488Revenue
DescriptionOPERATION OF AN EMERGENCY DEPARTMENT AND TRAUMA CARE CENTER AVAILABLE TO ALL REGARDLESS OF ABILITY TO PAY. TOTAL VISITS FOR THE YEAR 55,966. ED IS IN OPERTION 24 HRS/DAY 365 DAYS/YEAR.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense7143603Expense
Revenue7029974Revenue
DescriptionVISITING NURSE PROGRAM ALLOWING FOR THE CARE AND REHABILATION OF PATIENTS IN THEIR OWN HOME ENVIRONMENT. TOTAL VISITS FOR THE YEAR 52,153 DETAILED AS FOLLOWS SKILLED NURSING 27,507, HOME HEALTH AIDE 10,019, REHAB 14,220, AND SOCIAL SERVICE 407. HOURS OF OPERATION 7 DAYS/WEEK 8AM-9PM WITH A NURSE ON CALL 24 HOURS.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense2067737Expense
Revenue1581749Revenue
DescriptionOPERATE A SUBSTANCE ABUSE CENTER WITH PROVIDING THE HIGHEST QUALITY OF PATIENT CARE. TOTAL PATIENT DAYS FOR THE YEAR 6527. PROGRAM OPERATES 24 HRS/DAY 365 DAYS/YEAR.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp2067737TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev1581749TotalOfOtherProgramServiceRev
Total Program Service Expense292918633TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital1Hospital
Financial Stmt Attached1FinancialStmtAttached
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096212NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees2868NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form1098 C Filed1Form1098CFiled
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members24NbrVotingGoverningBodyMembers
Number Independent Voting Members20NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties1DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1DARLENE RODOWICZBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4134472809TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1725 NORTH STREETAddressLine1
CityPITTSFIELDCity
StateMAState
ZIP Code012014109ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (35 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
JEROME J ANDERSON
TRUSTEE2.00X000
THOMAS O ANDREWS
TRUSTEE2.00X000
ALFRED A BARBALUNGA
TRUSTEE2.00X000
BRONLY S BOYD
TRUSTEE/VICE CHAIRMAN2.00X000
BRIAN T BURKE
TRUSTEE/PHYSICIAN2.00X020021237926
KIT DOBELLE
TRUSTEE2.00X000
TIMOTHY C DOHERTY
TRUSTEE/CHAIRMAN2.00X000
RICHARD M DOHONEY
TRUSTEE2.00X000
BRIAN H FAIRBANKS
TRUSTEE2.00X000
A KING FRANCIS
TRUSTEE2.00X000
DENNIS J HOGAN
TRUSTEE2.00X000
EDMUND H HORNSTEIN DO
TRUSTEE/PHYSICIAN2.00X8756900
JOHN R KEARNS
TRUSTEE/PHYSICIAN2.00X000
SUSAN M KORMANIK
TRUSTEE2.00X000
LORINDA ACKLEY MAZUR
TRUSTEE2.00X000
JOAN M MCFALLS
TRUSTEE2.00X000
LAURIE NORTON MOFFATT
TRUSTEE2.00X000
DAVID E PHELPS
PRESIDENT58.00X052252039741X
PAUL E RAVERTA
TRUSTEE2.00X000
CAROL G SIEGEL
TRUSTEE2.00X000
GEORGE T SMITH
TRUSTEE2.00X000
MARILYN L SPERLING
TRUSTEE2.00X000
ANN H TRABULSI
TRUSTEE2.00X000
ROBERT P WESPISER
TRUSTEE/PHYSICIAN2.00X13203500
THADDEUS TUCKER S WELCH
TRUSTEE/TERM ENDED 2/8/20112.00X000
DARLENE RODOWICZ
TREASURER50.00032947735958X
PHELPS D 1-TIME RETIREMENT BENE ADJ
PRESIDENT1.00010855530X
CHERYL BOUDREAU
CLERK41.0007997413078X
RONALD HAYDEN
CHAIRMAN - EMERGENCY MEDIC50.00440832037086X
DIANE KELLY
C.O.O.50.00248303036166X
MARK VANDEN BOSCH
ANESTHESIOLOGIST50.00455352012473X
ANTHONY G ELLRODT
CHAIRMAN - DEPT OF MEDICIN50.00451684035662X
THOMAS LAPLACA
ANESTHESIOLOGIST50.00416863047900X
ALISON MACDONALD
ANESTHESIOLOGIST50.00450289014290X
RAYMOND GARY SOHL
ANESTHESIOLOGIST50.00435602033152X
FieldValueIRS element (for citing)
Total Reportable Comp From Org3118529TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs2217736TotalReportableCompFrmRltdOrgs
Total Other Compensation343432TotalOtherCompensation
Number Individuals GT100 K221NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
MMODAL
9009 CAROTHERS PARKWAY SUITE C-2FRANKLINTN37067MEDICAL TRANSCRIPTION950688
QUEST DIAGNOSTIC INC
415 MASSACHUSETTS AVECAMBRIDGEMA02139MEDICAL LAB SERVICES898739
ROBINSON & SMITH
335 NORTH MAIN STGLOVERSVILLENY12078LAUNDRY/LINEN SERVICE868987
DIVERSIFIED CLINICAL SERVICES
PO BOX 85001ORLANDOFL32885MANAGEMENT FEES508245
COMPHEALTH MEDICAL STAFF
PO BOX 972670DALLASTX753972670CONTRACTED LABOR483524
FieldValueIRS element (for citing)
Number Of Contractors GT100 K22NumberOfContractorsGT100K
Fundraising Events52690FundraisingEvents
Government Grants1101617GovernmentGrants
All Other Contributions582919AllOtherContributions
Noncash Contributions104187NoncashContributions
Total Contributions1737226TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PATIENT SERVICES REVEN621399315676608315676608
OTHER ANCILLARY62139959987045998704
LAB REVENUE62151122653812265381
HEALTH PROMO EDUCATION61171017133081713308
PSYCH PROF SERVICES62111216272851627285
FieldValueIRS element (for citing)
Total Program Service Revenue327281286TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column3406308TotalRevenueColumn
Unrelated Business Revenue348492UnrelatedBusinessRevenue
Exclusion$3,057,816ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column609695TotalRevenueColumn
Exclusion$609,695ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real1451284Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real1572611Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real-121327Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column-121327TotalRevenueColumn
Exclusion-$121,327ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities36325070Securities
Other6043Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities31566899Securities
Other415091Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities4758171Securities
Other-409048Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column4349123TotalRevenueColumn
Exclusion$4,349,123ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events51497GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events52690CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses51497FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionCAFETERIA INCOMEDescription
Business Code722212BusinessCode
Total Revenue Column1127835TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Exclusion$1,127,835ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue1127835TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column338390146TotalRevenueColumn
Related Or Exempt Function Income327281286RelatedOrExemptFunctionIncome
Unrelated Business Revenue348492UnrelatedBusinessRevenue
Exclusion$9,023,142ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total299762Total
Program Services291368ProgramServices
Management And General8394ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total149052574Total
Program Services144685310ProgramServices
Management And General4281905ManagementAndGeneral
Fundraising85359Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total5619636Total
Program Services5456667ProgramServices
Management And General162969ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total20897911Total
Program Services20291871ProgramServices
Management And General606040ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total11469696Total
Program Services11137075ProgramServices
Management And General332621ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total22331107Total
Management And General22331107ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total1750Total
Management And General1750ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total44762Total
Program Services44762ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total3179566Total
Program Services3179566ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total165298Total
Program Services160019ProgramServices
Management And General4779ManagementAndGeneral
Fundraising500Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total5048718Total
Program Services4902306ProgramServices
Management And General146412ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total737480Total
Program Services716093ProgramServices
Management And General21387ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total5705849Total
Program Services5540380ProgramServices
Management And General165469ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total665427Total
Program Services665427ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total22747280Total
Program Services22078687ProgramServices
Management And General668593ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total3580814Total
Program Services3476970ProgramServices
Management And General103844ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
PATIENT RELATED SUPPLIE4733208145245411201923867432
BAD DEBT105527761055277600
RECIPROCAL SUPPORT TEAC83244268324426
EQUIP RENTAL REPAIR473808745289172091700
UNCOMPENSATED CARE POOL1590667159066700

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total437655Total
Program Services49935ProgramServices
Management And General377140ManagementAndGeneral
Fundraising10580Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total324523322Total
Program Services292918633ProgramServices
Management And General31440818ManagementAndGeneral
Fundraising163871Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY10969BOY
EOY10970EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY9924217BOY
EOY22831848EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY131348BOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY34310834BOY
EOY38873348EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY15811387BOY
EOY14704815EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY6388915BOY
EOY6297971EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY3159240BOY
EOY3340776EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis381596555LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec236517834LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY149422581BOY
EOY145078721EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY114315449BOY
EOY129261201EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY33796258BOY
EOY14053043EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY3140808BOY
EOY2974101EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY370412006BOY
EOY377426794EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY34031981BOY
EOY33226219EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY419651BOY
EOY170090EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY134807657BOY
EOY130052213EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY14325BOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY23976825BOY
EOY32133313EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY193250439BOY
EOY195581835EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY159373932BOY
EOY164886504EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY11018883BOY
EOY10189702EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY6768752BOY
EOY6768753EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY177161567BOY
EOY181844959EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY370412006BOY
EOY377426794EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses13866824ReconcilationRevenueExpenses
Reconcilation Other Changes-9183432ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Hospital170b1 AiiiXHospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management0PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators0DirectContactLegislators
Rallies Demonstrations0RalliesDemonstrations
Other Activities1OtherActivities
Other Activities$44,762OtherActivitiesAmount
Total Lobbying Expenditures IIB44762TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierEXPLANATION OF OTHER LOBBYING ACTIVITIES:Identifier
Return ReferencePART II-B, LINE 1I:ReturnReference
ExplanationLOBBYING 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 FOR THE FYE 9/30/2011.Explanation

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance15641155BeginningOfYearBalance
Contributions0Contributions
Investment Earnings Or Losses-418714InvestmentEarningsOrLosses
Grants Or Scholarships-19500GrantsOrScholarships
Other Expenditures-5956OtherExpenditures
End Of Year Balance15196985EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance14530168BeginningOfYearBalance
Contributions128139Contributions
Investment Earnings Or Losses1002929InvestmentEarningsOrLosses
Grants Or Scholarships18000GrantsOrScholarships
Other Expenditures2081OtherExpenditures
End Of Year Balance15641155EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance14373083BeginningOfYearBalance
Contributions40498Contributions
Investment Earnings Or Losses128713InvestmentEarningsOrLosses
Grants Or Scholarships7400GrantsOrScholarships
Other Expenditures4726OtherExpenditures
End Of Year Balance14530168EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.55520BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.44470PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis6735560OtherCostOrOtherBasis
Book Value6735560BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis157469825OtherCostOrOtherBasis
Depreciation85199693Depreciation
Book Value72270132BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis190535434OtherCostOrOtherBasis
Depreciation142239024Depreciation
Book Value48296410BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis26855736OtherCostOrOtherBasis
Depreciation9079117Depreciation
Book Value17776619BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings145078721TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (8 entries)

DescriptionDescriptionAmountAmount
DUE TO THIRD PARTIES$16,839,145
DEFERRED COMPENSATION$2,227,418
PENSION FORFEITURE ESCROW$37,061
GIFT ANNUITY LIABILTIY$8,363
INTEREST RATE SWAP LIABILITY$2,270,941
AMOUNT DUE TO AFFILIATE$8,999,990
ASSET RETIREMENT ACCRETION$1,706,895
REBATE FUND PAYABLE$43,500
FieldValueIRS element (for citing)
Total Of Amounts32133313TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: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.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X: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, 2011 AND 2010 DOES NOT CONTAIN A FOOTNOTE ADDRESSING ANY LIABILITY FOR UNCERTAIN TAX PROVISIONS UNDER FIN 48.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GOLF TOURNAMENTNameOfEvent1
Gross Receipts Event126101GrossReceiptsEvent1
Charitable Contributions Event17106CharitableContributionsEvent1
Gross Revenue Event118995GrossRevenueEvent1
Non Cash Prizes Event1792NonCashPrizesEvent1
Rent Facility Costs Event111113RentFacilityCostsEvent1
Other Direct Expenses Event17090OtherDirectExpensesEvent1
Name Of Event2GOLF TOURNAMENTNameOfEvent2
Gross Receipts Event278086GrossReceiptsEvent2
Charitable Contributions Event245584CharitableContributionsEvent2
Gross Revenue Event232502GrossRevenueEvent2
Non Cash Prizes Event22560NonCashPrizesEvent2
Rent Facility Costs Event221183RentFacilityCostsEvent2
Other Direct Expenses Event28759OtherDirectExpensesEvent2
Gross Receipts Total104187GrossReceiptsTotal
Charitable Contributions Total52690CharitableContributionsTotal
Gross Revenue Total Events51497GrossRevenueTotalEvents
Non Cash Prizes Total Events3352NonCashPrizesTotalEvents
Rent Facility Costs Total Events32296RentFacilityCostsTotalEvents
Other Direct Expenses Total Events15849OtherDirectExpensesTotalEvents
Direct Expense Summary Events51497DirectExpenseSummaryEvents
Net Income Summary0NetIncomeSummary

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Charity Care Policy1CharityCarePolicy
Written Policy1WrittenPolicy
Policy Applied To All HospitalsXPolicyAppliedToAllHospitals
FPG Reference Free Care1FPGReferenceFreeCare
Pcent200XPcent200
FPG Reference Discounted Care1FPGReferenceDiscountedCare
Pcent400XPcent400
Free Disc Care Medically Indigent1FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care1AmountsBudgetedForCharityCare
Expenses Exceeded Budget1ExpensesExceededBudget
Unable To Provide Care0UnableToProvideCare
Annual Community Benefit Report1AnnualCommunityBenefitReport
Report Publically Available1ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Total Community Benefit Expense2649676TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense2649676NetCommunityBenefitExpense
Percent Of Total Expense0.00820PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Total Community Benefit Expense40424144TotalCommunityBenefitExpense
Direct Offsetting Revenue37203742DirectOffsettingRevenue
Net Community Benefit Expense3220402NetCommunityBenefitExpense
Percent Of Total Expense0.00990PercentOfTotalExpense

Unreimbursed Costs UnreimbursedCosts

FieldValueIRS element (for citing)
Total Community Benefit Expense15944625TotalCommunityBenefitExpense
Direct Offsetting Revenue13279207DirectOffsettingRevenue
Net Community Benefit Expense2676418NetCommunityBenefitExpense
Percent Of Total Expense0.00820PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Total Community Benefit Expense59018445TotalCommunityBenefitExpense
Direct Offsetting Revenue50482949DirectOffsettingRevenue
Net Community Benefit Expense8546496NetCommunityBenefitExpense
Percent Of Total Expense0.02630PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense2917563TotalCommunityBenefitExpense
Direct Offsetting Revenue1238046DirectOffsettingRevenue
Net Community Benefit Expense1679517NetCommunityBenefitExpense
Percent Of Total Expense0.00520PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Total Community Benefit Expense12741090TotalCommunityBenefitExpense
Direct Offsetting Revenue4964964DirectOffsettingRevenue
Net Community Benefit Expense7776126NetCommunityBenefitExpense
Percent Of Total Expense0.02400PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense12262111TotalCommunityBenefitExpense
Direct Offsetting Revenue9648741DirectOffsettingRevenue
Net Community Benefit Expense2613370NetCommunityBenefitExpense
Percent Of Total Expense0.00810PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Total Community Benefit Expense56589TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense56589NetCommunityBenefitExpense
Percent Of Total Expense0.00020PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Total Community Benefit Expense0TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense27977353TotalCommunityBenefitExpense
Direct Offsetting Revenue15851751DirectOffsettingRevenue
Net Community Benefit Expense12125602NetCommunityBenefitExpense
Percent Of Total Expense0.03750PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense86995798TotalCommunityBenefitExpense
Direct Offsetting Revenue66334700DirectOffsettingRevenue
Net Community Benefit Expense20672098NetCommunityBenefitExpense
Percent Of Total Expense0.06380PercentOfTotalExpense

Community Support CommunitySupport

FieldValueIRS element (for citing)
Total Community Building Expense10000TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense10000NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Coalition Building CoalitionBuilding

FieldValueIRS element (for citing)
Total Community Building Expense45932TotalCommunityBuildingExpense
Net Community Building Expense45932NetCommunityBuildingExpense
Percent Of Total Expense0.00010PercentOfTotalExpense

Workforce Development WorkforceDevelopment

FieldValueIRS element (for citing)
Total Community Building Expense1057533TotalCommunityBuildingExpense
Net Community Building Expense1057533NetCommunityBuildingExpense
Percent Of Total Expense0.00330PercentOfTotalExpense

Total Total

FieldValueIRS element (for citing)
Total Community Building Expense1113465TotalCommunityBuildingExpense
Net Community Building Expense1113465NetCommunityBuildingExpense
Percent Of Total Expense0.00340PercentOfTotalExpense
FieldValueIRS element (for citing)
Bad Debt Expense Reported1BadDebtExpenseReported
Bad Debt Expense$5,042,923BadDebtExpenseAmount
Amount Attributable To0AmountAttributableTo
Amount Reimbursed By Medicare104569778AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare98494256CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall6075522MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

FieldValueIRS element (for citing)
Cost To Charge RatioXCostToChargeRatio
FieldValueIRS element (for citing)
Written Debt Collection Policy1WrittenDebtCollectionPolicy
Provision For Charity Care1ProvisionForCharityCare
Number Of Hospital Facilities1NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA

FieldValueIRS element (for citing)
Facility Number1FacilityNumber

Name Name

FieldValueIRS element (for citing)
Business Name Line1BERKSHIRE MEDICAL CENTERBusinessNameLine1

Address Address

FieldValueIRS element (for citing)
Address Line1725 NORTH STAddressLine1
CityPITTSFIELDCity
StateMAState
ZIP Code01201ZIPCode
FieldValueIRS element (for citing)
Licensed HospitalXLicensedHospital
General Medical And SurgicalXGeneralMedicalAndSurgical
Teaching HospitalXTeachingHospital
Er24 HoursXEr24Hours
OtherHOME HEALTH, SUBSTANCE ABUSE, MENTAL HEALTH SERVICES, DENTAL CLINIC, RENAL DOther

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1BERKSHIRE MEDICAL CENTER INCBusinessNameLine1
FieldValueIRS element (for citing)
Hospital Facility Number1HospitalFacilityNumber

Form990 Schedule H Part VI Form990ScheduleHPartVI (13 entries)

ExplanationExplanationIdentifierIdentifierReturn ReferenceReturnReference
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: SUBSTANCE ABUSE UNIT, DENTAL CLINIC, INPATIENT PYSCHIATRIC UNIT
PART I, L7 COL(F): BAD DEBT EXPENSE OF $10,552,776 ATTRIBUTABLE TO PATIENT ACCOUNTS HAS BEEN EXCLUDED FROM THE COMPUTATION OF ALL COMMUNITY BENEFIT EXPENSE SHOWN IN PART I, LINE 7, COLUMN F.
PART II: 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:1. 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 BERKSHIRESBE WELL BERKSHIRESYOUTH SUICIDE PREVENTION PROGRAM/BERKSHIRE COALITION FOR SUICIDE PREVENTION.H1N1 FLU VACCINATION CLINICSBERKSHIRE PAIN MANAGEMENT PROGRAM, MULTI-STAKEHOLDER INITIATIVE TO CURTAIL PRESCRIPTION DRUG MISUSE AND DIVERSIONEMERGENCY RESPONSE PLANNINGSCHOOL PARTNERSHIPS WITH REID MIDDLE SCHOOL AND CONTE ELEMENTARY SCHOOL 2. SERVING IN A LEADERSHIP CAPACITY WITH COMMUNITY ORGANIZATIONSBERKSHIRE UNITEDBERKSHIRE PRIORITIESAREA HEALTH EDUCATION CENTERPITTSFIELD FAMILY YMCAELDER SERVICES OF BERKSHIRE COUNTYBERKSHIRE COMMUNITY COLLEGEBERKSHIRE COMMUNITY COLLEGE FOUNDATIONLOCAL SCHOOL COMMITTEES (PITTSFIELD 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 3. WORKING WITH AREA AND REGIONAL INSTITUTIONS OF HIGHER LEARNING TO MAKE EDUCATIONAL OPPORTUNITIES AVAILABLE TO AREA RESIDENTS.ELMS 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 4: FOOTNOTE 11 ("CHARITY CARE") TO 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, 2011 AND 2010 CONTAINS THE FOLLOWING REGARDING BAD DEBT EXPENSE: "THE HEALTH SYSTEM PROVIDES CARE TO PATIENTS WHO MEET CHARITY CARE POLICY CRITERIA WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTALISHED RATES." "IF A PATIENT IS INELIGIBLE FOR CHARITY CARE OR CARE AT REDUCED RATES BECAUSE THE PATIENT'S INCOME EXCEEDS THE ELIGIBILITY GUIDLINES, SERVCIES RENDERED ARE RECORDED AT ESTABLISHED RATES AND ANY UNPAID ACCOUNT RECEIVABLE BALANCE IS WRITTEN OFF TO BAD DEBT EXPENSE AFTER A REASONABLE COLLECTION EFFORT HAS BEEN MADE."THE ESTIMATED COST OF BAD DEBT ATTRIBUTABLE TO PATIENT ACCOUNTS REPORTED ON LINE 2, 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.
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 HOSPITAL USED THE STANDARD MEDICARE COST REPORT TO DETERMINE MEDICARE COSTS BASED ON A STEP-DOWN METHODOLOGY. THE SHORTFALL ON THE MEDICARE PROGRAM IS RELATED TO PROGRAMS AND SERVICES PROVIDED FOR THE COMMUNITY, MANY OF WHICH ARE ONLY PROVIDED BY THE HOSPITAL IN THE GEOGRAPHIC REGION AND INCLUDE TRAUMA SERVICES, RENAL DIALYSIS SERVICES, PSYCHIATRIC AND GEROPSYCHIATRIC PROGRAMS, AND HOMECARE SERVICES. THE HOSPITAL CONSIDERS THE FULL SHORTFALL TO BE A COMMUNITY BENEFIT.
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 MEDICAID1. 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 WILL NOT GARNISH A LOW INCOME PATIENT'S (AS DETERMINED BY THE OFFICE OF MEDICAID) OR THE PATIENT'S GUARANTOR'S WAGES OR EXECUTE A LIEN ON THE LOW INCOME PATIENT'S OR THE PATIENT'S GUARANTOR'S PERSONAL RESIDENCE OR MOTOR VEHICLE UNLESS: (1) THE HOSPITAL CAN SHOW THAT THE PATIENT OR THE PATIENT'S GUARANTOR HAS THE ABILITY TO PAY, (2) THE PATIENT DID NOT RESPOND TO HOSPITAL REQUESTS FOR INFORMATION OR THE PATIENT REFUSED TO COOPERATE WITH THE HOSPITAL TO SEEK AN AVAILABLE FINANCIAL ASSISTANCE PROGRAM, OR (3) FOR PURPOSES OF THE LIEN, IT WAS APPROVED BY THE HOSPITAL'S BOARD OF TRUSTEES ON AN INDIVIDUAL CASE BY CASE BASIS. 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 THOUGH 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; BOBBIE ORSI, RN, DIRECTOR, COMMUNITY OUTREACH SERVICES; ED PERLAK, VICE PRESIDENT, COMMUNITY SERVICES; LEE SANTOS, BHS FISCAL ADMINISTRATION; PROGRAM DIRECTORS OF COMMUNITY BENEFIT PROGRAMS.COMMUNITY BENEFITS TEAM 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, AND THE UPDATE IN 2010 DIRECTED OUR EFFORTS IN 2011. 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. IN NOVEMBER 2011, WE ALSO HOSTED A COMMUNITY WIDE MEETING TO REVIEW THE HEALTH NEEDS OF OUR COMMUNITY AND SOLICIT ADDITIONAL FEEDBACK FROM OVER 70 COMMUNITY BASED ORGANIZATIONS (SEE ATTACHMENT) . 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. 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 OPPORUNITIES 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. 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; AND 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 STATES PRIORITIES ARE : ADDRESS UNMET HEALTH NEEDS OF THE UNINSURED CHRONIC DISEASE MANAGEMENT IN DISADVANTAGE 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 RESIDENTS 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. 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* DEPRESSION* EMERGENCY PREPAREDNESS * HEALTHCARE DISPARITIES* INFECTIOUS DISEASE* INJURY PREVENTION* MATERNAL/CHILD HEALTH * SMOKINGCOMMUNITY PARTNERSPITTSFIELD PUBLIC SCHOOLS, PITTSFIELD BOARD OF HEALTH, HEAD START, BERKSHIRE COMMUNITY ACTION COUNCIL, CENTER FOR ECOLOGICAL TECHNOLOGY, TEEN PARENT PROGRAM, BRIEN CENTER FOR MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES, PITTSFIELD POLICE, MASSACHUSETTS COALITION FOR SUICIDE PREVENTION, MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, LOCAL COMMUNITY PHARMACISTS, ELDER SERVICES, PITTSFIELD SENIOR CENTER, GREYLOCK FEDERAL CREDIT UNION, BOXCAR MEDIA, YMCA, TRI-TOWN HEALTH BOARD, SHINE PROGRAM, BERKSHIRE IMMIGRANT CENTER, BERKSHIRE COMMUNITY COLLEGE, BERKSHIRE COUNTY SHERIFF'S DEPARTMENT, LOCAL AMBULANCE COMPANIES, BERKSHIRE BREAST HEALTH TEAM, COMMUNITY HEALTH PROGRAM, BERKSHIRE DISTRICT ATTORNEY, BERKSHIRE UNITED WAY, BERKSHIRE YOUTH DEVELOPMENT PROJECT, CHNA(COMMUNITY HEALTH NETWORK ASSOCIATION), LOCAL BUSINESS COMMUNITY. OTHER RESOURCES AND ORGANIZATIONS INCLUDE:MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH; UNIVERSITY OF WISCONSIN POPULATION HEALTH INSTITUTE; BERKSHIRE COUNTY BOARDS OF HEALTH; LOCAL SCHOOL DISTRICTS; BERKSHIRE COUNTY REGIONAL PLANNING COMMISSION; BERKSHIRE UNITED WAY; BERKSHIRE, AMERICAN HEART ASSOCIATION, AMERICAN STROKE ASSOCIATION, AMERICAN DIABETES ASSOCIATION, AMERICAN CANCER SOCIETY, CHAMBER OF COMMERCE; MASSACHUSETTS MEDICAL SOCIETY; REGIONAL PAIN COLLABORATIVE; BERKSHIRE COUNTY REGIONAL EMERGENCY OPERATIONS PLANNING COMMITTEE.PROGRAM PLANNING AND EVALUATIONTHE COMMUNITY HEALTH NEEDS ASSESSMENT IS USED TO FOCUS OUR COMMUNITY BENEFIT PROGRAM AND INITIATIVE PLANNING AS WELL AS TO MONITOR RESULTS AND REPRIORITIZE FOR FUTURE EFFORTS.
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 RECOGNIZE THAT MANY OF THESE STATE AND FEDERAL PROGRAMS THAT 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 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 THROUGH THE VIRTUAL GATEWAY FOR STATE FINANCIAL ASSISTANCE PROGRAMS. AT PRE-REGISTRATION, SELF-PAY PATIENTS ARE OFFERED AN APPOINTMENT WITH 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 A LARGELY RURAL AREA LOCATED AT THE FAR WESTERN END OF MASSACHUSETTS, ADJACENT TO NEW YORK STATE TO THE WEST, VERMONT TO THE NORTH AND CONNECTICUT TO THE SOUTH. COMPRISING ROUGHLY 15% OF THE LAND MASS OF MASSACHUSETTS, ITS APPROXIMATELY 131,000 RESIDENTS ACCOUNT FOR 2% OF THE POPULATION OF THE COMMONWEALTH.THE POPULATION IS RELATIVELY HOMOGENEOUS ETHNICALLY:WHITE NON-HISPANIC PERSONS: 92.5%BLACK NON-HISPANIC PERSONS : 2.7%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. BERKSHIRE COUNTY IS A COMMUNITY IN TRANSITION FROM AN ECONOMY RELYING ON MANUFACTURING TO A SERVICE 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. OTHER MAJOR EMPLOYERS, FOR EXAMPLE, SPRAGUE ELECTRIC (ELECTRICAL COMPONENTS) AND BELOIT-JONES (PAPER MAKING MACHINERY) ALSO CLOSED.THE LAST TWO YEARS HAVE SEEN THE CLOSING OF FIVE PAPER MILLS IN THE COUNTY, 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 16% BELOW THE STATE AVERAGEMEDIAN HOUSEHOLD INCOME IS 31% BELOW THE STATE AVERAGE% POPULATION BELOW 200% OF THE POVERTY LEVEL IS 20% HIGHER THAN THE STATE% OF CHILDREN LESS THAN 18 YEARS OF AGE LIVING BELOW 100% OF THE POVERTY LINE IS 10% HIGHER THAN THE STATE54.4% OF PREGNANT WOMEN RECEIVE PUBLICLY FINANCED PRENATAL CARE COMPARED TO 36.1% 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. % PERSONS UNDER THE AGE OF 20 YEARS IN THE COUNTY IS 10% LOWER THAN THE STATEWIDE AVERAGE.% PERSONS AGE 65 AND OLDER IS APPROXIMATELY 1/3 HIGHER THAN THE STATE (18.5% VS. 13.7%)THE EDUCATION PROFILE OF COUNTY RESIDENTS REFLECTS THE ECONOMIC AND POPULATION DEMOGRAPHIC:THE PERCENTAGE OF RESIDENTS AGE 25+ WHO HAVE GRADUATED HIGH SCHOOL (89.9%) IS ABOUT THE SAME AS THE STATE EXPERIENCE (88.4%).THE PERCENTAGE OF RESIDENTS AGE 25+ WITH A BACHELORS DEGREE OR HIGHER IS APPROX. 25.6% LOWER THAN THE COMMONWEALTH AS A WHOLE (30.1% VS. 37.8%).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. (12.1 VS. 7.8 STATEWIDE)IN 2008, THE COMMUNITIES OF NORTH ADAMS AND PITTSFIELD (THE TWO LARGEST COMMUNITIES IN BERKSHIRE COUNTY) WERE RANKED 1RST AND 2ND RESPECTIVELY STATEWIDE IN REPORTING RATE FOR CHILD MALTREATMENT. (NORTH ADAMS AT 156.9 REPORTED PER 1000 RESIDENT CHILDREN AND PITTSFIELD AT 142.2 REPORTED PER 1000 RESIDENT CHILDREN COMPARED TO A STATEWIDE RATE OF 52.9 PER 1000.) IN TERMS OF VICTIMIZATION RATES (SUPPORTED ALLEGATIONS) NORTH ADAMS AT 68.3 AND PITTSFIELD AT 57.2 WERE 3RD AND 6TH STATEWIDE RESPECTIVELY COMPARED TO A STATEWIDE AVERAGE OF 24.4. (MASS. DEPARTMENT OF CHILDREN AND FAMILIES JAN. 2010)THE CITY OF PITTSFIELD IS ONE OF SIX CITIES IN MASSACHUSETTS WITH THE HIGHEST LEVEL OF DIVISION OF YOUTH SERVICES INVOLVEMENT IN THE COMMONWEALTH. (MASS. JUVENILE JUSTICE ADVISORY CTE. REPORT TO THE GOVERNOR MAY 2007)IN 8TH GRADE IN 2009, 45% OF BERKSHIRE COUNTY STUDENTS SELF REPORTED ALCOHOL USE. IN 12TH GRADE THE PERCENTAGE WAS 82% IN 2009. (2009 PREVENTION NEEDS ASSESSMENT SURVEY RESULTS: BERKSHIRE COUNTY. BERKSHIRE YOUTH DEVELOPMENT PROJECT)25% OF 12TH GRADE STUDENTS REPORTED BEING DRUNK OR HIGH AT SCHOOL IN 2009.(2009 PREVENTION NEEDS ASSESSMENT SURVEY) 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 THREE 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 SERVICES 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. THE NUMBER OF BIRTHS IN BERKSHIRE COUNTY IS DECLINING BUT THE PERCENTAGES OF BIRTHS TO ADOLESCENT MOTHERS IN BERKSHIRE COUNTY AS WELL AS THE TEEN BIRTH RATE ARE HIGHER THAN THE REST OF THE STATE.IN BERKSHIRE COUNTY, 10.7% OF THE BIRTHS/YR ARE BABIES BORN TO ADOLESCENTS (122 BIRTHS) COMPARED 6% STATEWIDE. THE TEEN PREGNANCY RATE IN BERKSHIRE COUNTY HAS INCREASED OVER 20% OVER THE PAST DECADE COMPARED TO A 21% DECLINE STATEWIDE OVER THE SAME PERIOD OF TIME. (UNITED WAY 2010 COMMUNITY IMPACT REPORT COMPLETED BY THE BERKSHIRE REGIONAL PLANNING COMMISSION)HEALTH STATUSTHE ROBERT WOOD JOHNSON FOUNDATION AND THE UNIVERSITY OF WISCONSIN POPULATION HEALTH INSTITUTE PRESENTED THE 2010 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 10TH FOR MORTALITY, 11TH FOR MORBIDITY, HEALTH BEHAVIORS, SOCIAL & ECOMIC FACTORS, 12TH FOR PHYSICAL ENVIRONMENT AND 1ST FOR CLINCIAL CARE.CHRONIC DISEASE: HYPERTENSION HTN PREVALENCE IN MULTIPLE WORKSITES AVERAGES AT APPROXIMATELY 30%. IN WORKSITES WITH ACTIVE WELLNESS PROGRAMS, THE PERCENTAGE OF EMPLOYEES WITH HTN IS APPROXIMATELY 17%. 40% OF EMPLOYEES HAVE PRE-HYPERTENSION IN >2000 EMPLOYEES (WORKSITES) WITH HTN, 26% HAVE BP"S "NOT AT GOAL"CONTINUED ON SCHEDULE O.
PART VI, LINE 6: 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 BERKSHIRE COUNTY COMMUNITY HAS LONG LABORED UNDER A CRITICAL PHYSICIAN SHORTAGE IN VARIOUS SPECIALTIES AND BMC HAVE 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 HAVE EXTENSIVE COMMUNITY OUTREACH PROGRAMS AND SUPPORT, COMPREHENSIVE, COMMUNITY-BASED TO ADDRESS SUCH DIVERSE HEALTHCARE CHALLENGES AS DIABETES, HEART FAILURE AND CHRONIC PAIN MANAGEMENT/NARCOTICS MISUSE AND DIVERSION.
PART VI, LINE 7: 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 SYSTEMS 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.
MAREPORTS FILED WITH STATESPART VI, LINE 7

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
BRIAN T BURKE
01823880001782409396028530023813800
DAVID E PHELPS
046625500056265011025028716056226100
DARLENE RODOWICZ
027514700054330011025024933036543500
PHELPS D 1-TIME RETIREMENT BENE ADJ
00000108555300000108555300
RONALD HAYDEN
3777230398670232420107230263630477918000
DIANE KELLY
203613000446900105140256520284469000
MARK VANDEN BOSCH
42858700026765010574018990467825000
ANTHONY G ELLRODT
409620000420640107050249570487346000
THOMAS LAPLACA
380299000365640110250368750464763000
ALISON MACDONALD
418916014063017310010699035910464579000
RAYMOND GARY SOHL
4168730179190810059160272360468754000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSUPPLEMENTAL INFORMATIONIdentifier
Return ReferencePART IIIReturnReference
ExplanationRELATED COMPENSATION SCHEDULE J, PART II, SCHEDULE J-2 IN REFERENCE TO SCHEDULE J PART II, NO COMPENSATION IS PAID BY THE FILING ENTITY TO ANY OFFICER OR DIRECTOR, EXCEPT FOR DRS. HORNSTEIN AND WESPIESER, WHOSE COMPENSATION RELATE SOLELY TO SERVICES RENDERED FOR TAX EXEMPT PURPOSES AND NOT TO THEIR ROLE AS DIRECTOR. A PROPORTIONAL SHARE OF THE COMPENSATION AMOUNT IS ALLOCATED INTERNALLY TO THE FILING ENTITY FOR ACCOUNTING AND MANAGEMENT PURPOSES (SEE BELOW). COMPENSATION IS PAID TO THE OFFICERS OF THE FILING ENTITY BY BHS MANAGEMENT SERVICES, INC., A SUPPORTING ORGANIZATION THAT PROVIDES MANAGEMENT SERVICES TO THE FILING ENTITY AND 26 OTHER NOT-FOR-PROFIT, TAX-EXEMPT HEALTHCARE SERVICE ENTITIES. COMPENSATION FOR THESE INDIVIDUALS IS REVIEWED AND ESTABLISHED AT LEAST BIANNUALLY BY INDEPENDENT VOLUNTEER GOVERNING BODIES, BASED ON PERFORMANCE REVIEW AND COMPARISON TO INDEPENDENT, REGIONALLY APPROPRIATE BENCHMARKS FOR SIMILAR POSITIONS IN SIMILARLY SIZED ORGANIZATIONS, AS VERIFIED BY INDEPENDENT, NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS. THE GOVERNING BODY HISTORICALLY TARGETED TOTAL COMPENSATION FOR MANAGEMENT EMPLOYEES AT THE 50TH PERCENTILE OF APPROPRIATE BENCHMARKS. FOR MOST OF MR. PHELPS' 20 YEAR TENURE AS CHIEF EXECUTIVE, A WRITTEN AGREEMENT BETWEEN BERKSHIRE HEALTH SYSTEMS AND MR. PHELPS HAS CALLED FOR BERKSHIRE HEALTH SYSTEMS TO FUND A RETIREMENT PROGRAM THAT, WHEN ADDED TO HIS BASE COMPENSATION AND OTHER BENEFITS, WAS INTENDED TO BRING HIS TOTAL COMPENSATION CLOSE TO THE 50TH PERCENTILE RANGE OF TOTAL COMPENSATION FOR COMPARABLE HEALTHCARE EXECUTIVES IN COMPARABLE HEALTHCARE ORGANIZATIONS, AS DETERMINED BY INDEPENDENT, NATIONALLY RECOGNIZED THIRD PARTY REVIEWERS. FOR MANY YEARS, A KEY ELEMENT OF THAT RETIREMENT PROGRAM WAS A CERTAIN LIFE INSURANCE POLICY IN WHICH BOTH BERKSHIRE HEALTH SYSTEMS AND MR. PHELPS HAD OWNERSHIP INTERESTS. IN 2010, BERKSHIRE HEALTH SYSTEMS AND MR. PHELPS AGREED TO REORGANIZE HIS RETIREMENT PROGRAM, SURRENDER HIS LIFE INSURANCE POLICY WHICH WAS, BY THEN, NO LONGER MEETING ITS GOALS AND OTHERWISE SIMPLIFY MR. PHELPS' RETIREMENT BENEFIT. AS PART OF THAT REORGANIZATION AND COMPROMISE, MR. PHELPS RECEIVED THE CASH VALUE OF THE SURRENDERED THE LIFE INSURANCE POLICY THAT HAD ACCUMULATED THROUGH HIS TENURE IN HIS CURRENT ROLE. BERKSHIRE HEALTH SYSTEMS' RETIREMENT FUNDING OBLIGATION WAS CORRESPONDINGLY REDUCED BY THAT AMOUNT. THE CASH VALUE OF THE SURRENDERED LIFE INSURANCE POLICY, REPORTED ON SCHEDULE J, PART II, LINE 4(II), COLUMN B(III), IS REFLECTED BELOW, AS IS THE PORTION OF COMPENSATION ALLOCABLE TO EACH OF THE SUPPORTED ORGANIZATIONS. INTERNAL ALLOCATION OF COMPENSATION: DAVID E. PHELPS: TOTAL 58 HOURS PER WEEK $562,262 BERKSHIRE MEDICAL CENTER, INC. 30 HOURS/58 TOTAL HOURS $291,029 BERKSHIRE FACULTY SERVICES, INC. 10/58 HOURS $96,934 FAIRVIEW HOSPITAL 4/58 HOURS $38,796 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 2/58 HOURS $19,398 BHS MANAGEMENT SERVICES, INC. 12/58 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $29,069 BOURNE MANAGEMENT SYSTEMS, INC. $ 2,305 GREENFIELD MANAGEMENT SYSTEMS, INC. $ 2,305 NEW BEDFORD MANAGEMENT SYSTEMS, INC. $ 2,305 NORTHAMPTON MANAGEMENT SYSTEMS, INC. $ 2,305 EAST LONGMEADOW MANAGEMENT SYSTEMS, INC. $ 2,305 DANVERS MANAGEMENT SYSTEMS, INC. $ 2,305 PEABODY MANAGEMENT SYSTEMS, INC. $ 2,305 SOUTH YARMOUTH MANAGEMENT SYSTEMS, INC. $ 2,305 BERKSHIRE PENNSYLVANIA, INC. $ 2,305 XENIA EAST MANAGEMENT SYSTEMS, INC. $ 2,305 WILLOWOOD OF GREAT BARRINGTON, INC. $ 4,667 WILLOWOOD OF NORTH ADAMS, INC. $ 3,486 WILLOWOOD OF WILLIAMSTOWN, INC. $ 3,486 HILLCREST EXTENDED CARE SERVICES, INC. $ 8153 BERKSHIRE RETIREMENT COMMUNITY, INC. $ 11,639 BERKSHIRE EXTENDED CARE SERVICES, INC. $ 8,153 INTEGRINURSE, INC. $ 3,486 INTEGRISCRIPT, INC. $ 3,486 HOSPICECARE IN THE BERKSHIRES, INC. $ 11,639 PITTSFIELD MANAGEMENT SYSTEMS, INC. $ 5,791 ONE TIME RETIREMENT BENEFIT ADJUSTMENT $1,085,553 DARLENE RODOWICZ: TOTAL 50 HOURS PER WEEK $365,434 BERKSHIRE MEDICAL CENTER, INC. 37 HOURS/50 TOTAL HOURS $270,421 BERKSHIRE FACULTY SERVICES, INC. 7/50 HOURS $51,161 FAIRVIEW HOSPITAL 3/50 HOURS $21,926 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 2.5/50 HOURS $18,272 BHS MANAGEMENT SERVICES, INC. 0.5/50 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $3654 CHERYL BOUDREAU: TOTAL 41 HOURS PER WEEK $93,053 BERKSHIRE MEDICAL CENTER, INC. 20 HOURS/41 TOTAL HOURS $45,375 BERKSHIRE FACULTY SERVICES, INC. 8/41 HOURS $18,155 FAIRVIEW HOSPITAL 2/41 HOURS $4,541 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 1/41 HOURS $2,270 BHS MANAGEMENT SERVICES, INC. 10/41 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $5,667 BOURNE MANAGEMENT SYSTEMS, INC. $ 456 GREENFIELD MANAGEMENT SYSTEMS, INC. $ 456 NEW BEDFORD MANAGEMENT SYSTEMS, INC. $ 456 NORTHAMPTON MANAGEMENT SYSTEMS, INC. $ 456 EAST LONGMEADOW MANAGEMENT SYSTEMS, INC. $ 456 DANVERS MANAGEMENT SYSTEMS, INC. $ 456 PEABODY MANAGEMENT SYSTEMS, INC. $ 456 SOUTH YARMOUTH MANAGEMENT SYSTEMS, INC. $ 456 BERKSHIRE PENNSYLVANIA, INC. $ 456 XENIA EAST MANAGEMENT SYSTEMS, INC. $ 456 WILLOWOOD OF GREAT BARRINGTON, INC. $ 912 WILLOWOOD OF NORTH ADAMS, INC. $ 679 WILLOWOOD OF WILLIAMSTOWN, INC. $ 679 HILLCREST EXTENDED CARE SERVICES, INC. $ 1591 BERKSHIRE RETIREMENT COMMUNITY, INC. $ 2270 BERKSHIRE EXTENDED CARE SERVICES, INC. $ 1591 INTEGRINURSE, INC. $ 679 INTEGRISCRIPT, INC. $ 679 HOSPICECARE IN THE BERKSHIRES, INC. $ 2270 PITTSFIELD MANAGEMENT SYSTEMS, INC. $ 1135Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
MHEFA BHS SERIES F
04245601157586CLN32005-07-1553089428REFUND SERIES C AND D BONDS000
MHEFA BHS SERIES A&B
042456011NONEAVAIL2009-11-2029600000EQUIPMENT AND RELATED RENOVATIONS000

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Amount RetiredAmountRetiredTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
13270000544787995019000100380089879573681900342820081011
376773296000003078502255909520100011

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
00000.000000.000000.000001
00000.000000.000000.000001

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
100010
100010

Schedule M IRS990ScheduleM

Securities Closely Held Stock SecuritiesCloselyHeldStock

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99025942NoncashContribsRptdF990
Method Of Determining RevenuesISSUING CORP VALUATIONMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 3BERKSHIRE 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 6BERKSHIRE HEALTH SYSTEMS, INC. IS THE SOLE CORPORATE MEMBER OF BERKSHIRE MEDICAL CENTER, INC.
FORM 990, PART VI, SECTION A, LINE 7ATHE 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 11BHS 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.
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 12C
PERFORMANCE AND COMPENSATION OF THE SENIOR EXECUTIVE IS REVIEWED ANNUALLY (AND OF OTHER SENIOR EXECUTIVES, PERIODICALLY) BY A SUBCOMMITTEE OF THE GOVERNING BODY WHOSE MEMBERS ARE INDEPENDENT. THE FULL GOVERNING BODY REVIEWS AND APPROVES THE COMPENSATION OF THE SENIOR EXECUTIVE. EVERY TWO OR THREE YEARS, THE ORGANIZATION ENGAGES A NATIONALLY RECOGNIZED HEALTHCARE COMPENSATION FIRM TO PROVIDE INFORMATION CONCERNING MARKET RATES OF COMPENSATION AND ASSESS THE ORGANIZATION'S COMPENSATION STRUCTURE AGAINST THOSE INDEPENDENT BENCHMARKS. THE ORGANIZATION FOLLOWED THIS PROCESS FOR YEAR ENDED 9/30/11.FORM 990, PART VI, SECTION B, LINE 15
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.FORM 990, PART VI, SECTION C, LINE 19
RELATED COMPENSATION: COMPENSATION PAID TO DIRECTORS HORNSTEIN AND WESPEISER IS NOT RELATED TO THEIR SERVICE AS A DIRECTOR AND IS SOLELY RELATED TO SERVICES PROVIDED TO THE ORGANIZATION FOR ITS TAX EXEMPT PURPOSES. A PROPORTIONAL SHARE OF THE HOURS WORKED AND COMPENSATION AMOUNTS PAID TO OFFICERS IS ALLOCATED INTERNALLY TO THE FILING ENTITY AND 26 OTHER TAX EXEMPT HEALTHCARE ENTITIES FOR ACCOUNTING AND MANAGEMENT PURPOSES. (SEE BELOW). DAVID E. PHELPS: TOTAL 58 HOURS PER WEEK $562,262 BERKSHIRE MEDICAL CENTER, INC. 30 HOURS/58 TOTAL HOURS $291,029 BERKSHIRE FACULTY SERVICES, INC. 10/58 HOURS $96,934 FAIRVIEW HOSPITAL 4/58 HOURS $38,796 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 2/58 HOURS $19,398 BHS MANAGEMENT SERVICES, INC. 12/58 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $29,069 BOURNE MANAGEMENT SYSTEMS, INC. $ 2,305 GREENFIELD MANAGEMENT SYSTEMS, INC. $ 2,305 NEW BEDFORD MANAGEMENT SYSTEMS, INC. $ 2,305 NORTHAMPTON MANAGEMENT SYSTEMS, INC. $ 2,305 EAST LONGMEADOW MANAGEMENT SYSTEMS, INC. $ 2,305 DANVERS MANAGEMENT SYSTEMS, INC. $ 2,305 PEABODY MANAGEMENT SYSTEMS, INC. $ 2,305 SOUTH YARMOUTH MANAGEMENT SYSTEMS, INC. $ 2,305 BERKSHIRE PENNSYLVANIA, INC. $ 2,305 XENIA EAST MANAGEMENT SYSTEMS, INC. $ 2,305 WILLOWOOD OF GREAT BARRINGTON, INC. $ 4,667 WILLOWOOD OF NORTH ADAMS, INC. $ 3,486 WILLOWOOD OF WILLIAMSTOWN, INC. $ 3,486 HILLCREST EXTENDED CARE SERVICES, INC. $ 8153 BERKSHIRE RETIREMENT COMMUNITY, INC. $ 11,639 BERKSHIRE EXTENDED CARE SERVICES, INC. $ 8,153 INTEGRINURSE, INC. $ 3,486 INTEGRISCRIPT, INC. $ 3,486 HOSPICECARE IN THE BERKSHIRES, INC. $ 11,639 PITTSFIELD MANAGEMENT SYSTEMS, INC. $ 5,791 DARLENE RODOWICZ: TOTAL 50 HOURS PER WEEK $365,434 BERKSHIRE MEDICAL CENTER, INC. 37 HOURS/50 TOTAL HOURS $270,421 BERKSHIRE FACULTY SERVICES, INC. 7/50 HOURS $51,161 FAIRVIEW HOSPITAL 3/50 HOURS $21,926 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 2.5/50 HOURS $18,272 BHS MANAGEMENT SERVICES, INC. 0.5/50 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $3654 CHERYL BOUDREAU: TOTAL 41 HOURS PER WEEK $93,053 BERKSHIRE MEDICAL CENTER, INC. 20 HOURS/41 TOTAL HOURS $45,375 BERKSHIRE FACULTY SERVICES, INC. 8/41 HOURS $18,155 FAIRVIEW HOSPITAL 2/41 HOURS $4,541 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 1/41 HOURS $2,270 BHS MANAGEMENT SERVICES, INC. 10/41 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $5,667 BOURNE MANAGEMENT SYSTEMS, INC. $ 456 GREENFIELD MANAGEMENT SYSTEMS, INC. $ 456 NEW BEDFORD MANAGEMENT SYSTEMS, INC. $ 456 NORTHAMPTON MANAGEMENT SYSTEMS, INC. $ 456 EAST LONGMEADOW MANAGEMENT SYSTEMS, INC. $ 456 DANVERS MANAGEMENT SYSTEMS, INC. $ 456 PEABODY MANAGEMENT SYSTEMS, INC. $ 456 SOUTH YARMOUTH MANAGEMENT SYSTEMS, INC. $ 456 BERKSHIRE PENNSYLVANIA, INC. $ 456 XENIA EAST MANAGEMENT SYSTEMS, INC. $ 456 WILLOWOOD OF GREAT BARRINGTON, INC. $ 912 WILLOWOOD OF NORTH ADAMS, INC. $ 679 WILLOWOOD OF WILLIAMSTOWN, INC. $ 679 HILLCREST EXTENDED CARE SERVICES, INC. $ 1591 BERKSHIRE RETIREMENT COMMUNITY, INC. $ 2270 BERKSHIRE EXTENDED CARE SERVICES, INC. $ 1591 INTEGRINURSE, INC. $ 679 INTEGRISCRIPT, INC. $ 679 HOSPICECARE IN THE BERKSHIRES, INC. $ 2270 PITTSFIELD MANAGEMENT SYSTEMS, INC. $ 1135PART VII, SECTION A, COLUMN B
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED LOSSES ON INVESTMENTS: -9,094,806. ASSETS RELEASED FROM RESTRICTIONS FOR OPERATING PURPOSES -88,626. TOTAL TO FORM 990, PART XI, LINE 5: -9,183,432.FORM 990, PART XI, LINE 5:
NON-WORKING POPULATIONS WITH LIMITED ACCESS TO CARE (HOMELESS, LOW SOCIOECONOMIC, MENTAL HEALTH CONDITIONS AND SUBSTANCE ABUSE) SHARE A DISPROPORTIONATE BURDEN OF RISK AS EVIDENCED BY DATA FROM THE BHS COMMUNITY HEALTH VAN: 47% (168 PEOPLE OUT OF 354) HAD A BP > 140/90 OF THIS GROUP, 67% (113) WERE ON BP MEDS AND BP WAS NOT CONTROLLED 33% WERE UNAWARE THEIR BP WAS HIGH RISK FACTOR PREVALENCE IN A WORKING POPULATION OF MORE THAN 1,378 HEALTH CARE PROFESSIONALS: VERY HIGH RISK N=92 (6%) FRAMINGHAM RISK >20% DIABETES, CVD/STROKE CRF. CRISIS INTERVENTION HIGH RISK PREGNANCY MODERATE RISK N=368 (27%) PRESENCE OF 1 OR MORE FR <10%,BP 121/81-139/89, BMI 25-29 NON SMOKER HIGH RISK N=585 (42%) PRESENCE OF 1 OR MORE FR >10%, BP >140/90, CHOL >240, HDL <40, NON-HDL >160, SMOKING, BMI >30, METABOLIC SYNDROME DEPRESSION LOW RISK N=333 (24%) FR <10%, BP <120/80, CHOLESTEROL NORMAL, NON-SMOKER, BMI <25 IN WORKSITES AND IN THE COMMUNITY, RISK FACTOR PREVALENCE IS DRIVEN BY UNHEALTHY EATING BEHAVIORS, PHYSICAL INACTIVITY, AND SMOKING. STRATEGIES ARE AIMED AT ASSISTING INDIVIDUALS TO RECOGNIZE THEIR UNIQUE HEALTH RISK PROFILE AND THEN TAKE INTENTIONAL STEPS TO IMPROVE THEIR HEALTH. IN 365 PATIENTS WITH DIABETES, 37% DID NOT HAVE BP AT GOAL IN PATIENTS SEEN WITH STROKE, 63% HAVE HTN AS PRIMARY DIAGNOSIS. APPROX 25% OF RENAL PATIENTS HAVE HTN AS CAUSE OF RENAL FAILURE. LIFETIME RISK OF DEVELOPING HBP IS 90%. 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, ALTHOUGH 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 187.1 WHICH EXCEEDS THE STATE RATE OF 178.9(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 RATE ALSO EXCEEDS THE STATE RATE (20.68 VERSUS 16.49) 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 PROFESSIONAL TO MEET THE COMMUNITY NEED WILL CONTINUE.SCHEDULE H, PART VI, LINE 4
DISCLOSURE STATEMENT RELATED TO FORMS 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS, FILED ON BEHALF OF THE TAXPAYER UNDER THE CONSTRUCTIVE OWNERSHIP RULES OF IRC SECTIONS 958(A) AND (B), THE TAXPAYER MAY BE REQUIRED TO FILE FORMS 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS, AS A CATEGORY 5 FILER WITH RESPECT TO CERTAIN CONTROLLED FOREIGN CORPORATIONS (CFCS). THESE FILING REQUIREMENTS ARE OR WILL BE SATISFIED THROUGH THE FILING OF FORMS 5471 FOR THESE CFCS BY OTHER U.S. TAXPAYERS IDENTIFIED BELOW WHO HAVE THE SAME FILING REQUIREMENT. TAXPAYER NAME: BERKSHIRE HEALTH SYSTEMS, INC. ADDRESS: 725 NORTH ST., PITTSFIELD, MA 01201 IDENTIFYING NUMBER OF U.S. TAX RETURN WITH WHICH THE FORMS 5471 WERE OR WILL BE FILED: 04-2442944 IRS SERVICE CENTER WHERE U.S. TAX RETURN WAS OR WILL BE FILED: E-FILEDDISCLOSURE STATEMENT RELATED TO FORMS 5471

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrg
BERKSHIRE HEALTH SYSTEMS INC
725 NORTH STPITTSFIELDMA01201042442944PARENT CORPMA501 (C)(3)11BN/A0
FAIRVIEW HOSPITAL
725 NORTH STPITTSFIELDMA01201042133860ACUTE CAREMA501 (C)(3)3N/A0
BERKSHIRE FACULTY SERVICES INC
725 NORTH STPITTSFIELDMA01201042995053PHYSICIAN SVCMA501 (C)(3)11BN/A0
BHS MANAGEMENT SERVICE INC
725 NORTH STPITTSFIELDMA01201222755258MANAGEMENTMA501 (C)(3)11BN/A0

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1TRI-STATE MEDICAL MANAGEMENT CORPBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1725 NORTH STREETAddressLine1
CityPITTSFIELDCity
StateMAState
ZIP Code01201ZIPCode
FieldValueIRS element (for citing)
EIN042913352EIN
Primary ActivityREAL ESTATE MANAGEMENTPrimaryActivity
Legal Domicile StateMALegalDomicileState
Direct Controlling Entity NAN/ADirectControllingEntityNA
Type Of EntityCTypeOfEntity
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg