2026-02-27T07:32:25-06:00 2025-05-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-06-01 042103875 BERKSHIRE RETIREMENT HOME INC BERK 4134454056 290 SOUTH STREET PITTSFIELD MA 01201 RICHARD HERRICK TREASURER 4134454056 2026-02-26 1 1 KATARZYNA O PADZIK P02268641 7819821001 2026-02-26 2024 2025-03-06 01:10:19Z BERKSHIRE PLACE RICHARD HERRICK 290 SOUTH STREET PITTSFIELD MA 01201 7600505 0 X WWW.BERKSHIREPLACE.COM X 1890 MA TO BETTER SERVE THE HEALTHCARE NEEDS OF OUR COMMUNITY. OUR SERVICES FOCUS ON EXCEPTIONAL CARE AND SERVICES WITH AN EMPHASIS ON RETAINING A PERSONALIZED, HOME-LIKE ENVIRONMENT. 12 12 126 35 0 0 44064 23517 7106783 7532166 56678 44822 204196 0 7411721 7600505 900000 900000 0 0 3462877 3878990 0 0 0 2962393 3099380 7325270 7878370 86451 -277865 12908750 12517378 11041499 10928257 1867251 1589121 TO BETTER SERVE HEALTHCARE NEEDS OF OUR COMMUNITY. OUR SERVICES FOCUS ON EXCEPTIONAL CARE AND SERVICES WITH AN EMPHASIS ON RETAINING A PERSONALIZED, HOME-LIKE ENVIRONMENT. 0 0 6991864 900000 7532166 BERKSHIRE PLACE PROVIDES SKILLED NURSING AND REHABILITATION CARE, LONG TERM CARE RESIDENCY, MEMORY CARE SUPPORT, PALLIATIVE CARE/COMFORT CARE, OUTPATIENT REHABILITATION AND RESPITE CARE. 213 CLIENTS WERE SERVED DURING THE YEAR. 6991864 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 7 0 1 126 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X EDWARD FORFA 4134454056 89 SOUTH STREET PITTSFIELD MA 01201 EDWARD FORFA EXECUTIVE DIRECTOR 20.00 20.00 X 143766 143766 19610 ELIZABETH SHEPARD RN 80.00 0.00 X 120386 0 1600 PATRICIA MEADER CNA 37.50 0.00 X 124210 0 0 JOHN MURPHY PRESIDENT 0.50 0.50 X X 0 0 0 MARK GILLIGAN VICE PRESIDENT 0.50 0.50 X X 0 0 0 NELSON FURLANO SECRETARY/CLERK/IMMED PAST PRES 0.50 0.50 X X 0 0 0 RICHARD HERRICK TREASURER 0.50 0.50 X X 0 0 0 DOROTHY MARA MEMBER/TREASURER UNTIL 10/24 0.50 0.50 X X 0 0 0 SHELLEY GUYETTE MEMBER 0.50 0.00 X 0 0 0 CRAIG KAHN MEMBER 0.50 0.00 X 0 0 0 ELIZABETH KIRBY MEMBER 0.50 0.00 X 0 0 0 TAMARA LEE MEMBER 0.50 0.00 X 0 0 0 VINCENT MARINARO MEMBER 0.50 0.00 X 0 0 0 MARK MCKENNA MEMBER 0.50 0.00 X 0 0 0 JACQUELINE MCNINCH MEMBER 0.50 0.00 X 0 0 0 388362 143766 21210 3 0 1 0 INTELYCARE INC 1250 HANCOCK STREET SUITE 501N QUINCY MA 02169 CONTRACT NURSING 476068 PREFERRED THERAPY SOLUTIONS 850 SILAS DEANE HWY WETHERSFIELD CT 06109 THERAPY SERVICES 359675 CLIPBOARD HEALTH 77 VAN NESS AVENUE SUITE 101-1728 SAN FRANCISCO CA 94102 CONTRACT NURSING 146883 PHARMERICA 1901 CAMPUS PLACE LOUISVILLE KY 40299 PHARMACY SERVICES 125407 EVERSOURCE 247 STATION DRIVE WESTWOOD MA 02090 ELECTRICITY 103791 5 23517 23517 PATIENT SERVICE REVENUE 623000 7395738 7395738 USER FEE 623000 100435 100435 CHANGE IN FUTURE SERVICE OBLIGATI 623000 25717 25717 10276 10276 7532166 44822 44822 7600505 7532166 0 44822 X 900000 900000 165487 165487 3171127 2846043 325084 38782 38782 228102 227247 855 275492 125555 149937 100 100 39886 39886 901783 896714 5069 40790 40790 111757 111757 158572 154903 3669 345747 337835 7912 340472 331911 8561 168474 165111 3363 ANCILLARIES 527992 527992 DIETARY SUPPLIES & EXPE 176571 176571 PLANT OPERATIONS EXPENS 133872 131706 2166 USER FEES 100642 100642 52722 30852 21870 7878370 6991864 886506 0 432009 387877 901170 1029731 197934 304234 2427 95 14190890 4084560 10424307 10106330 912330 650825 38573 38286 12908750 12517378 408812 380728 0 159830 10492096 10272825 140591 114874 11041499 10928257 X 1828678 1550835 38573 38286 1867251 1589121 12908750 12517378 -277865 -265 0 X X 0 1 X 1 1 1 X 841764 68540 39495 44064 23517 1017380 6654519 6736512 6378867 7106783 7532166 34408847 7496283 6805052 6418362 7150847 7555683 35426227 1200 1950 1475 1600 6225 1095949 1904548 2079471 2036134 1823074 8939176 1095949 1905748 2081421 2037609 1824674 8945401 26480826 7553 -6988 21434 57567 44822 124388 7553 -6988 21434 57567 44822 124388 -203836 179757 204196 180117 7503836 6594228 6619553 7412610 7600505 35730732 0.74110 0.73300 0.00350 0.00300 X 264543 264543 13281621 3496374 9785247 644726 588186 56540 10106330 RESERVE FOR OBLIGATION TO PROVIDE FUTURE SERVICES 114874 114874 X PART X, LINE 2: MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. GENERALLY, THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR THE PRIOR THREE FILING YEARS. THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROGRESS. 1 89 SOUTH CARE SUPPORT INC 89 SOUTH STREET PITTSFIELD MA 01201 823380934 N/A 900000 0 GENERAL OPERATING SUPPORT PART I, LINE 2: THE ORGANIZATION PROVIDED A CONTRIBUTION TO ITS RELATED NON-PROFIT ORGANIZATION, 89 SOUTH CARE SUPPORT, INC. DURING THE YEAR. THE ORGANIZATION'S BOARD OF DIRECTORS REVIEWS 89 SOUTH CARE SUPPORT, INC.'S FINANCIAL STATEMENTS ON A PERIODIC BASIS TO MONITOR THE USE OF THE FUNDS. X X X 0 0 0 0 0 0 0 0 0 EDWARD FORFA EXECUTIVE DIRECTOR 113766 113766 30000 30000 0 0 9237 9237 568 568 153571 153571 0 0 FORM 990, PART VI, SECTION A, LINE 1A AUTHORITY IS GRANTED TO AN EXECUTIVE COMMITTEE TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE CONSISTS OF THE FOUR OFFICERS OF THE BOARD OF DIRECTORS AND TWO CHAIRPERSONS OF STANDING COMMITTEES, WHICH ARE ALSO MEMBERS OF THE BOARD OF DIRECTORS. NO DECISIONS WERE MADE BY THE EXECUTIVE COMMITTEE DURING THE CURRENT YEAR, HOWEVER ALL DECISIONS MADE BY THE EXECUTIVE COMMITTEE WOULD BE REPORTED TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY TAX ADVISORS OF A NATIONAL ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT, AND IS PROVIDED TO THE AUDIT COMMITTEE AND THEN TO THE BOARD OF DIRECTORS FOR AUTHORIZATION. FORM 990, PART VI, SECTION B, LINE 12C A QUESTIONNAIRE MUST BE COMPLETED ANNUALLY BY OFFICERS, DIRECTORS AND KEY EMPLOYEES DISCLOSING ANY RELATIONSHIPS PRESENTING POTENTIAL CONFLICT OF INTEREST. ALL MEMBERS OF THE BOARD, TRUSTEES AND OFFICERS THAT ARE MAKING PURCHASES OR FUTURE RELATED PARTY TRANSACTIONS, MUST EXECUTE A CONFLICT OF INTEREST DISCLOSURE FORM. CONFLICTS OF INTEREST ARE MONITORED BY THE EXECUTIVE DIRECTOR AND ARE REVIEWED AND ENFORCED BY THE BOARD OF DIRECTORS. THE PERSON WITH THE CONFLICT MUST BE ABSTAIN FROM ANY DISCUSSION REGARDING THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S EXECUTIVE DIRECTOR IS PAID BY A RELATED ORGANIZATION, 89 SOUTH CARE SUPPORT, INC. AND A PORTION OF THE EXECUTIVE DIRECTOR'S SALARY AND BENEFITS IS ALLOCATED TO THIS ORGANIZATION. ANNUALLY, THE PRESIDENT, VICE PRESIDENT, COMMITTEE CHAIR, TREASURER AND SECRETARY REVIEW COMPENSATION BASED UPON GOALS, RESULTS, ACCOMPLISHMENTS AND COMPARABLE WAGE/BENEFITS DATA. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART IX, LINE 11G NURSING SERVICES: PROGRAM SERVICE EXPENSES 868,694. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 868,694. RESIDENT SERVICES: PROGRAM SERVICE EXPENSES 28,020. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,020. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,069. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,069. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. AT HOME WITH BERKSHIRE PLACE 89 SOUTH STREET PITTSFIELD MA 01201 274015376 HOME CARE AND OTHER SERVICES MA 851169 408734 89 SOUTH CARE SUPPORT INC 89 SOUTH CARE SUPPORT INC 89 SOUTH STREET PITTSFIELD MA 01201 823380934 SUPPORTIVE RESIDENTIAL AND HEALTHCARE SERVICES TO OLDER ADULTS MA 501(C)(3) LINE 12A, I BERKSHIRE RETIREMENT HOME INC 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 89 SOUTH CARE SUPPORT INC O 165255 FMV 89 SOUTH CARE SUPPORT INC B 900000 FMV