Form990
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Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 10-01-2021 , and ending 09-30-2022
BCheck if applicable:
CName of organization
BERKSHIRE MEDICAL CENTER INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
725 NORTH STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSFIELD, MA012014109
D Employer identification number

04-2791396
E Telephone number

G Gross receipts $ 653,653,907
F Name and address of principal officer:
DARLENE RODOWICZ
725 NORTH STREET
PITTSFIELD,MA012014109
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.BERKSHIREHEALTHSYSTEMS.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1983
M State of legal domicile: MA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO ADVANCE HEALTH & WELLNESS OF OUR COMMUNITY IN A WELCOMING, INCLUSIVE, & PERSONALIZED ENVIRONMENT.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 22
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 19
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 3,716
6 Total number of volunteers (estimate if necessary) ............. 6 89
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 1,226,667
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 1,225,667
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,993,447 2,934,577
9 Program service revenue (Part VIII, line 2g) ......... 593,096,263 632,203,414
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 35,427,323 14,662,166
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,305,364 1,594,590
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 631,822,397 651,394,747
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 283,250,237 283,357,464
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet131,858    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 271,482,975 316,510,400
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 554,733,212 599,867,864
19 Revenue less expenses. Subtract line 18 from line 12....... 77,089,185 51,526,883
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 782,927,301 688,226,708
21 Total liabilities (Part X, line 26)............. 242,071,297 189,375,195
22 Net assets or fund balances. Subtract line 21 from line 20..... 540,856,004 498,851,513
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
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Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE MISSION OF BERKSHIRE MEDICAL CENTER IS TO ADVANCE HEALTH AND WELLNESS FOR EVERYONE IN OUR COMMUNITY IN A WELCOMING, INCLUSIVE, AND PERSONALIZED ENVIRONMENT.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 491,634,765 including grants of $   ) (Revenue $ 579,862,095 )
OPERATE AN ACUTE CARE GENERAL HOSPITAL AND MEDICAL EDUCATIONAL FACILITY, AND TO DELIVER THE HIGHEST QUALITY PATIENT CENTERED CARE IN A LEARNING ENVIRONMENT. TOTAL PATIENT DAYS FOR THE YEAR ARE 61,340, TOTAL LAB PROCEDURES 1,690,942, TOTAL RADIOLOGY PROCEDURES 177,707, TOTAL REHAB VISITS 53,735. HOURS OF OPERATION 24/HRS 365/DAYS PER YEAR.
4b (Code:   ) (Expenses $ 34,785,832 including grants of $   ) (Revenue $ 41,389,349 )
OPERATION OF AN EMERGENCY DEPARTMENT AND TRAUMA CARE CENTER AVAILABLE TO ALL REGARDLESS OF ABILITY TO PAY. TOTAL VISITS FOR THE YEAR 59,588. ED IS IN OPERATION 24 HRS/DAY 365 DAYS/YEAR.
4c (Code:   ) (Expenses $ 14,301,096 including grants of $   ) (Revenue $ 8,300,726 )
VISITING NURSE PROGRAM ALLOWING FOR THE CARE AND REHABILITATION OF PATIENTS IN THEIR OWN HOME ENVIRONMENT. TOTAL VISITS FOR THE YEAR 51,462 DETAILED AS FOLLOWS SKILLED NURSING 28,081 HOME HEALTH AIDE 2,141, REHAB 20,825, AND SOCIAL SERVICE 415. HOURS OF OPERATION 7 DAYS/WEEK 8AM-9PM WITH A NURSE ON CALL 24 HOURS.
(Code:   ) (Expenses $ 3,325,845 including grants of $   ) (Revenue $ 2,651,244 )
OPERATE A SUBSTANCE ABUSE CENTER PROVIDING THE HIGHEST QUALITY OF PATIENT CARE. TOTAL PATIENT DAYS FOR THE YEAR 6,657. PROGRAM OPERATES 24 HRS/DAY 365 DAYS/YEAR.
4d Other program services (Describe in Schedule O.)
(Expenses $ 3,325,845 including grants of $   ) (Revenue $ 2,651,244 )
4e Total program service expensesMediumBullet544,047,538
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
204
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
3,716
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
22
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
19
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
MA , NY
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletSCOTT ST GEORGE725 NORTH STREET   PITTSFIELD,MA012014109 (413) 447-3366
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) DARLENE RODOWICZ......................................................................
PRESIDENT/TRUSTEE TERM BEGAN 1/1/22
25.00
.................
25.00
X   X       0 605,131 46,484
(2) RICHARD ALCOMBRIGHT......................................................................
TRUSTEE
1.00
.................
2.00
X           0 0 0
(3) THOMAS O ANDREWS......................................................................
TRUSTEE
1.00
.................
2.00
X           0 0 0
(4) ALFRED A BARBALUNGA......................................................................
TRUSTEE
1.00
.................
2.00
X           0 0 0
(5) ALEC R BELMAN MD......................................................................
TRUSTEE/PHYSICIAN TERM BEGAN 1/22
1.00
.................
49.00
X           0 366,654 50,317
(6) JOHN L BISSELL......................................................................
TRUSTEE/VICE CHAIR
1.00
.................
2.00
X   X       0 0 0
(7) BRONLY S BOYD......................................................................
TRUSTEE
1.00
.................
2.00
X           0 0 0
(8) ALBERT BRAVO DPM......................................................................
TRUSTEE
1.00
.................
2.00
X           0 0 0
(9) TIMOTHY BURKE......................................................................
TRUSTEE
1.00
.................
2.00
X           0 0 0
(10) ROBERT P CELLA JR MD......................................................................
TRUSTEE
1.00
.................
2.00
X           0 0 0
(11) EDITH KIT DOBELLE......................................................................
TRUSTEE
1.00
.................
2.00
X           0 0 0
(12) DAVID HALL......................................................................
TRUSTEE
1.00
.................
2.00
X           0 0 0
(13) LETICIA SEHAYNES......................................................................
TRUSTEE
1.00
.................
2.00
X           0 0 0
(14) EDMUND HORNSTEIN DO......................................................................
TRUSTEE
1.00
.................
2.00
X           192,314 0 0
(15) JAMES G KOLESAR......................................................................
TRUSTEE
1.00
.................
2.00
X           0 0 0
(16) JOHN A LOIODUCE MD......................................................................
TRUSTEE/PHYSICIAN TERM BEGAN 1/22
1.00
.................
49.00
X           0 0 0
(17) DAVID MORESI......................................................................
TRUSTEE
1.00
.................
2.00
X           0 0 0
Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) BARTON D RASER........................................................................
TRUSTEE/CHAIR
1.00
.......................2.00
X   X       0 0 0
(19) CAROLE G SIEGEL........................................................................
TRUSTEE
1.00
.......................2.00
X           0 0 0
(20) ERWIN A STUEBNER JR MD........................................................................
TRUSTEE
1.00
.......................2.00
X           0 0 0
(21) ANAKATINA CORDON SUFFISH........................................................................
TRUSTEE/TERM BEGAN 08/22
1.00
.......................2.00
X           0 0 0
(22) JULIANNE BOYD........................................................................
TRUSTEE
1.00
.......................2.00
X           0 0 0
(23) JOSEPH C THOMPSON........................................................................
TRUSTEE/TERM ENDED 1/22
1.00
.......................2.00
X           0 0 0
(24) DAVID PHELPS........................................................................
TRUSTEE/PRESIDENT TERM ENDED 1/1/22
25.00
.......................25.00
X   X       0 1,137,632 51,452
(25) BRIAN BURKE MD........................................................................
TRUSTEE/PHYSICIAN TERM END 12/21
1.00
.......................49.00
X           0 197,521 36,053
(26) MICHAEL MCINERNEY MD........................................................................
TRUSTEE/PHYSICIAN TERM ENDED 12/21
1.00
.......................49.00
X           0 293,833 44,064
(27) SCOTT ST GEORGE........................................................................
TREASURER
37.00
.......................13.00
    X       0 518,004 11,639
(28) CHERYL M BOUDREAU........................................................................
CLERK
19.00
.......................21.00
    X       0 122,003 18,346
(29) MICHAEL MCHUGH MD........................................................................
CHAIRMAN-E.D. MEDICINE
50.00
.......................0.00
      X     502,455 0 46,729
(30) ANDREW MANZER........................................................................
CHIEF OPERATING OFFICE
50.00
.......................0.00
      X     502,575 0 42,827
(31) TONY MAKDISI MD........................................................................
HOSPITALIST
50.00
.......................0.00
        X   591,444 0 45,474
(32) ROBIN BURNS-LAMBERT MD........................................................................
ANESTHESIOLOGIST
50.00
.......................0.00
        X   567,757 0 45,299
(33) RAYMOND GARY SOHL MD........................................................................
ANESTHESIOLOGIST
50.00
.......................0.00
        X   543,532 0 45,768
(34) SEETHA MUTHAVARAPU MD........................................................................
HOSPITALIST
50.00
.......................0.00
        X   515,914 0 45,783
(35) BARANI MAYIL VAGANAN MD........................................................................
GASTROENTEROLOGIST
50.00
.......................0.00
        X   513,708 0 39,700
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 3,929,699 3,240,778 569,935
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet453
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
SHIELDS PHARMACY OF THE BERKSHIRE

PO BOX 844023
BOSTON,MA022844023
PHARMACY CONSULTANT 5,603,087
FASTAFF LLC

PO BOX 911452
DENVER,CO802911452
CONTRACTED LABOR 2,806,897
MEDTIGO STAFFING LLC

PO BOX 397
DOVER,MA02030
CONTRACTED LABOR 2,784,600
QUEST DIAGNOSTICS

PO BOX 844226
BOSTON,MA022844226
CONTRACTED LABOR 2,609,133
AHSA

PO BOX 670529
DALLAS,TX752670529
CONTRACTED LABOR 1,468,931
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet34
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 2,153,548
f All other contributions, gifts, grants, and similar amounts not included above1f 781,029
g Noncash contributions included in lines 1a - 1f:$ 1g 99,660
h Total. Add lines 1a-1f.......MediumBullet 2,934,577
 Program Service RevenueAmt Business Code
2a PATIENT SERVICES REVENUE 622000 522,904,714 522,904,714    
b OTHER ANCILLARY 622000 102,796,818 102,796,818    
c LAB REVENUE 621510 3,265,970 3,265,970    
d HEALTH PROMO EDUCATION 611710 1,785,024 1,785,024    
e PSYCH PROF SERVICES 621112 1,450,888 1,450,888    
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 632,203,414
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 5,556,782   1,226,667 4,330,115
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   634,836 6a
b Less: rental expenses   564,137 6b
c Rental income or (loss)   70,699 6c
d Net rental income or (loss).......MediumBullet 70,699     70,699
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 4,582 10,795,825 7a
b Less: cost or other basis and sales expenses 0 1,695,023 7b
c Gain or (loss) 4,582 9,100,802 7c
d Net gain or (loss).........MediumBullet 9,105,384     9,105,384
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a CAFETERIA INCOME 722514 1,523,891     1,523,891
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 1,523,891
12 Total revenue. See instructions.....MediumBullet 651,394,747 632,203,414 1,226,667 15,030,089
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....    
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 1,184,640   1,184,640  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 218,755,000 216,363,837 2,338,633 52,530
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 8,469,835 8,254,212 215,623  
9 Other employee benefits ....... 35,863,219 35,289,408 573,811  
10 Payroll taxes ........... 19,084,770 18,779,414 305,356  
11 Fees for services (non-employees):        
a Management ...... 45,760,031   45,760,031  
b Legal .........        
c Accounting ...........        
d Lobbying ........... 43,265 43,265    
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 93,348   93,348  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 30,625,711 29,994,431 631,280  
12 Advertising and promotion ....        
13 Office expenses ....... 301,743 296,423 4,820 500
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 6,982,843 6,871,117 111,726  
17 Travel ............ 525,256 516,852 8,404  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ........... 485,281 477,516 7,765  
21 Payments to affiliates ....... 521,100 521,100    
22 Depreciation, depletion, and amortization .. 34,745,879 34,192,153 553,726  
23 Insurance ... 5,262,673 5,178,470 84,203  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PATIENT RELATED SUPPLY 164,954,035 162,215,443 2,670,344 68,248
b EQUIPMENT RENTAL/PURCHA 11,546,696 11,082,227 464,469  
c BAD DEBT 9,635,237 9,635,237    
d
e All other expenses 5,027,302 4,336,433 680,289 10,580
25 Total functional expenses. Add lines 1 through 24e 599,867,864 544,047,538 55,688,468 131,858
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 13,545 1 14,596
2 Savings and temporary cash investments ......... 157,777,644 2 103,657,235
3 Pledges and grants receivable, net ...... 193,004 3 297,880
4 Accounts receivable, net ............. 52,355,377 4 51,325,537
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ........... 15,834,951 7 17,597,427
8 Inventories for sale or use ............ 13,852,607 8 15,289,308
9 Prepaid expenses and deferred charges ...... 2,417,168 9 3,046,981
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 704,695,700
b Less: accumulated depreciation 10b 524,139,003 193,273,759 10c 180,556,697
11 Investments—publicly traded securities . 276,388,683 11 254,588,901
12 Investments—other securities. See Part IV, line 11 ..... 41,740,004 12 35,268,918
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 29,080,559 15 26,583,228
16 Total assets. Add lines 1 through 15 (must equal line 33)... 782,927,301 16 688,226,708
Liabilities 17 Accounts payable and accrued expenses ..... 62,352,196 17 67,565,877
18 Grants payable ...   18  
19 Deferred revenue ......... 219,435 19 396,924
20 Tax-exempt bond liabilities ......... 55,026,720 20 49,561,200
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23 3,817,520
24 Unsecured notes and loans payable to unrelated third parties ..   24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 124,472,946 25 68,033,674
26 Total liabilities. Add lines 17 through 25.. 242,071,297 26 189,375,195
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 501,052,147 27 462,881,749
28 Net assets with donor restrictions ........... 39,803,857 28 35,969,764
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 540,856,004 32 498,851,513
33 Total liabilities and net assets/fund balances ........ 782,927,301 33 688,226,708
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
651,394,747
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
599,867,864
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
51,526,883
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
540,856,004
5
Net unrealized gains (losses) on investments ...............
5
-68,091,711
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-25,439,663
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
498,851,513
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2021)
Form 990 (2021)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
BERKSHIRE MEDICAL CENTER INC
 
Employer identification number

04-2791396
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2021 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2021
(iii)
Distributable
Amount for 2021
1 Distributable amount for 2021 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2021:
a From 2016.......  
b From 2017.......  
c From 2018.......  
d From 2019.......  
e From 2020.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2021 distributable amount  
i Carryover from 2016 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2021 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2021 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2021, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2021. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2022. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2017.....  
b Excess from 2018.....  
c Excess from 2019.....  
d Excess from 2020.....  
e Excess from 2021.....  
Schedule A (Form 990) (2021)

Schedule A (Form 990) 2021
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2021


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Name of the organization
BERKSHIRE MEDICAL CENTER INC
 
Employer identification number

04-2791396
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2021)
Schedule B (Form 990) (2021) Page 2
Name of organization
BERKSHIRE MEDICAL CENTER INC
 
Employer identification number
04-2791396
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)
Schedule B (Form 990) (2021)
Page 3
Name of organization
BERKSHIRE MEDICAL CENTER INC
 
Employer identification number

04-2791396
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2021)
Schedule B (Form 990) (2021)
Page 4
Name of organization
BERKSHIRE MEDICAL CENTER INC
 
Employer identification number

04-2791396
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2021)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
BERKSHIRE MEDICAL CENTER INC
 
Employer identification number

04-2791396
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2021


Schedule C (Form 990) 2021
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
43,265
j
Total. Add lines 1c through 1i ....................................................................................................
43,265
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: LOBBYING ACTIVITIES EXPENDITURES BERKSHIRE MEDICAL CENTER PAYS ANNUAL MEMBERSHIP DUES TO THE AMERICAN HOSPITAL ASSOCIATION (AHA) AND THE MASSACHUSETTS HOSPITAL ASSOCIATION (MHA). A PORTION OF THESE DUES ARE USED BY THE AHA AND THE MHA TO CONDUCT LOBBYING ACTIVITIES TO INCREASE THE BUDGET FOR MEDICARE AND MEDICAID FOR THE FYE 9/30/2022. CALCULATION OF THE LOBBYING FEE PORTION OF THE ANNUAL DUES ARE AS FOLLOWS: MHA LOBBYING FEES OF $26,933 ARE 14.15% OF THE $190,343 ANNUAL DUES. AHA LOBBYING FEES OF $16,332 ARE 27.29% OF THE $59,844 ANNUAL DUES.
Schedule C (Form 990) 2021


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
BERKSHIRE MEDICAL CENTER INC
 
Employer identification number

04-2791396
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 35,358,308 30,131,752 28,399,191 27,603,974 26,030,698
b Contributions ...          
c Net investment earnings, gains, and losses -3,740,481 5,235,776 1,747,061 818,464 1,590,967
d Grants or scholarships ... -14,000 -8,500 -5,500 -6,500 -14,000
e Other expenditures for facilities
and programs ...
-20,393 -720 -9,000 -16,747 -3,692
f Administrative expenses ....          
g End of year balance ...... 31,583,433 35,358,308 30,131,752 28,399,191 27,603,974
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet24.960 %
c
Term endowment SchDMd Bullet75.040 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   9,937,161 9,937,161
b Buildings ....   290,914,365 192,536,424 98,377,941
c Leasehold improvements        
d Equipment ....   373,803,409 312,901,117 60,902,292
e Other .....   30,040,765 18,701,462 11,339,303
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 180,556,697
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) INDEX FUND, LARGE BLEND
35,268,918 C
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 35,268,918
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 68,033,674
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: THE ORGANIZATION HOLDS, INVESTS AND/OR UTILIZES ENDOWMENT FUNDS IN ACCORDANCE WITH ANY EXPRESSED WISH OF THE DONOR OF THOSE FUNDS. TO THE EXTENT THAT THE DONOR INSTRUCTIONS ALLOW THE EXPENDITURE OF THE ENDOWMENT FUNDS, THEY ARE EXPENDED FOR HEALTHCARE SERVICES PURPOSES SUCH AS FREE CARE AND SCHOLARSHIPS, CONSISTENT WITH THE TAX EXEMPTION OF THE ORGANIZATION.
PART X, LINE 2: THE FINANCIAL ACTIVITIES OF BERKSHIRE MEDICAL CENTER, INC. ARE INCLUDED WITHIN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF BERKSHIRE HEALTH SYSTEMS, INC. AND AFFILIATES AND SUPPLEMENTARY FINANCIAL INFORMATION FOR THE YEARS ENDED SEPTEMBER 30, 2022 AND 2021. THOSE FINANCIALS INCLUDE THE FOLLOWING FIN-48 FOOTNOTE: "THE HEALTH SYSTEM FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTIES IN INCOME TAX POSITONS, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THE HEALTH SYSTEM HAS DETERMINED THAT THERE ARE NO SUCH POSITIONS, INDIVIDUALLY OR IN THE AGGREGATE, THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS."
Schedule D (Form 990) 2021


Additional Data


Software ID:  
Software Version:  




SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
BERKSHIRE MEDICAL CENTER INC
 
Employer identification number

04-2791396
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
    782,294 68,967 713,327 0.120 %
b Medicaid (from Worksheet 3, column a) . . . . .     90,094,832 70,678,142 19,416,690 3.290 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .     8,843,533 12,545,952    
d Total Financial Assistance and Means-Tested Government Programs . . . . .     99,720,659 83,293,061 20,130,017 3.410 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     5,263,776 2,437,106 2,826,670 0.480 %
f Health professions education (from Worksheet 5) . . .     13,112,349 5,195,343 7,917,006 1.340 %
g Subsidized health services (from Worksheet 6) . . . .     18,053,353 13,067,641 4,985,712 0.840 %
h Research (from Worksheet 7) .     0 0    
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     332,882 0 332,882 0.060 %
j Total. Other Benefits . .     36,762,360 20,700,090 16,062,270 2.720 %
k Total. Add lines 7d and 7j .     136,483,019 103,993,151 36,192,287 6.130 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and
training for community members
           
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development     521,407 27,443 493,964 0.080 %
9 Other            
10 Total     521,407 27,443 493,964 0.080 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
9,635,237
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
 
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
177,768,116
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
280,744,776
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-102,976,660
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 BERKSHIRE MEDICAL CENTER
725 NORTH STREET
PITTSFIELD,MA01201
WWW.BERKSHIREHEALTHSYSTEMS.ORG
VQKK
X X   X     X      
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
BERKSHIRE MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 21
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 19
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE PART V SECTION C
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
BERKSHIRE MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE PART V SECTION C
b
SEE PART V SECTION C
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 6
Part VFacility Information (continued)

Billing and Collections
BERKSHIRE MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
BERKSHIRE MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
BERKSHIRE MEDICAL CENTER PART V, SECTION B, LINE 5: THE BMC CHNA HAD ITS TRIANNUAL ASSESSMENT IN 2021 WHICH DIRECTED OUR EFFORTS FOR THIS REPORTING PERIOD OUR FORMAL COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) FOR 2021 RELIES HEAVILY UPON SOCIAL AND ECONOMIC DETERMINANTS OF HEALTH FRAMEWORK AND THE ROBERT WOOD JOHNSON FOUNDATION'S COUNTY HEALTH RANKINGS TO ANALYZE AND PRIORITIZE THE FACTORS THAT CONTRIBUTE TO THE HEALTH OF A POPULATION. OUR ASSESSMENT INCLUDED THE EVALUATION OF PUBLICLY AVAILABLE DATA, FINDINGS FROM LOCAL ORGANIZATION REPORTS, AND FEEDBACK COLLECTED FROM FOCUS GROUPS AND SURVEYS. WE DEVELOPED OUR THREE-YEAR IMPLEMENTATION PLAN BASED ON THE 2021 CHNA. THE FOLLOWING IS A SUMMARY OF THE PRIORITY HEALTH NEEDS IDENTIFIED IN THE 2021 CNHA, ORGANIZED INTO THREE OVERARCHING CATEGORIES:HEALTH CONDITIONS AND OUTCOMESCOMMUNITY LEVEL SOCIAL AND ECONOMIC DETERMINANTS THAT IMPACT HEALTHBARRIERS TO ACCESSING QUALITY CAREHEALTH OUTCOMES AND BEHAVIORSCHRONIC DISEASE WITH A FOCUS ON CANCER, HEART DISEASE, AND DIABETESBERKSHIRE COUNTY HAS THE HIGHEST RATE OF PREMATURE DEATH IN THE COMMONWEALTH OF MASSACHUSETTS, ACCORDING TO THE ROBERT WOOD JOHNSON FOUNDATION'S COMMUNITY HEALTH RANKINGS (2021). RESIDENTS REPORT A HIGHER RATE OF POOR MENTAL HEALTH DAYS THAN THE STATE OVERALL, AND HAVE HIGHER RATES OF SMOKING (19%), OBESITY (27%) AND EXCESSIVE DRINKING (26%), ALL OF WHICH CONTRIBUTE TO HIGHER RATES OF CHRONIC DISEASE WITHIN THE COMMUNITY. MORE THAN 20% OF THE POPULATION IS OVER THE AGE OF 65, MAKING THE COMMUNITY HIGHLY SUSCEPTIBLE TO THE VARIETY OF INCREASED HEALTH ISSUES THAT ACCOMPANY AGING.MENTAL ILLNESS AND MENTAL HEALTH, INCLUDING SUICIDE PREVENTION AND TREATMENTIN ADDITION TO THE HIGH LEVEL OF REPORTED POOR MENTAL HEALTH DAYS IN THE BERKSHIRE COMMUNITY, RATES OF SUICIDE ARE AMONG THE HIGHEST IN THE STATE AT 17.4 PER 100,000. A RECENT SURVEY OF YOUTH REVEALED A SIMILARLY HIGH LEVEL OF SUICIDAL BEHAVIORS WITH BETWEEN 14-17% OF YOUTH STATING THAT THEY HAD PLANNED A SUICIDE ATTEMPT IN THE PAST 12 MONTHS AND 7-11% OF YOUTH HAVING ATTEMPTED SUICIDE IN THE PAST 12 MONTHS.SUBSTANCE USE DISORDERSBERKSHIRE COUNTY'S RATE OF SUBSTANCE USE HAS SKYROCKETED, AS EVIDENCED BY THE NEARLY 200% INCREASE IN OVERDOSE DEATHS IN THE PAST 10 YEARS. BERKSHIRE COUNTY ALSO REPORTS THE SECOND-HIGHEST RATE OF PREGNANT WOMEN WHO USED OPIOIDS DURING PREGNANCY.COVID-19 TESTING AND VACCINATIONBHS CONTINUES TO PROVIDE THE MAJOR INFRASTRUCTURE SUPPORTING THE COMMUNITY'S RESPONSE TO THE COVID-19 PANDEMIC. DURING THE HEALTH SYSTEM'S FISCAL YEAR ENDED 09/30/2021, BHS PERFORMED MORE THAN 160,000 COVID TESTS AND CARED FOR MORE THAN 500 HOSPITALIZED COVID-19 PATIENTS. COMMUNITY LEVEL SOCIAL AND ECONOMIC DETERMINANTS THAT IMPACT HEALTHIMPROVING COMMUNITY SAFETYBERKSHIRE COUNTY RANKS 10TH OF 14 COUNTIES IN THE STATE FOR VIOLENT CRIMES, BUT 3RD IN THE STATE FOR HOMICIDE RISK AT 2.36 PER 100,000 PEOPLE.CREATING INITIATIVES TO IMPROVE SOCIAL DETERMINANTS OF HEALTHA VARIETY OF SOCIAL AND ECONOMIC ISSUES CONVERGE ON BERKSHIRE COUNTY TO CREATE SIGNIFICANT CHALLENGES THAT CAN IMPACT THE HEALTH OF ITS RESIDENTS. BERKSHIRE COUNTY FOLLOWS SUFFOLK AND HAMPDEN COUNTY, RANKING 3RD IN THE STATE (TIED WITH BRISTOL COUNTY) FOR PREVALENCE OF FOOD INSECURITY (9.9%). BERKSHIRE COUNTY HOUSING STOCK IS SIGNIFICANTLY OLDER THAN THE REST OF THE STATE, WITH MORE THAN 45% OF ALL HOUSING BEING BUILT BEFORE 1950, AS OPPOSED TO ONLY 37% FOR THE REST OF THE STATE. THE COUNTY'S MEDIAN HOUSEHOLD INCOME IS AT LEAST 25% LOWER THAN THE STATE AVERAGE AND A HIGHER NUMBER OF CHILDREN UNDER 18 LIVE BELOW THE POVERTY LEVEL (13.9%).BARRIERS TO ACCESSING QUALITY CAREINCREASING INSURANCE ENROLLMENTGIVEN THE AGE AND ECONOMIC DEMOGRAPHIC OF THE COUNTY, MORE THAN 45% OF BERKSHIRE RESIDENTS ARE HEAVILY RELIANT ON PUBLIC SOURCES OF FINANCING FOR ACCESS TO HEALTH CARE. NEARLY 3.0% ARE UNINSURED. ENHANCING THE HEALTHCARE WORKFORCETHE REGION'S SIGNIFICANT RELIANCE ON GOVERNMENT-REIMBURSED SERVICES CAN HAVE A DIRECT INFLUENCE ON LOCALLY AVAILABLE PROGRAMS AND SERVICES. BHS CONTINUES TO FACE STAFFING CHALLENGES, LIKE THOSE EXPERIENCED ACROSS THE NATION AND IS EXPLORING CAREER TRAINING PROGRAMS THAT CAN SIMULTANEOUSLY HELP TO REDUCE CLINICIAN SHORTAGES AND HELP TO RAISE MEDIAN INCOME LEVELS THROUGH STRONG EMPLOYMENT OPPORTUNITIES FOR BERKSHIRE RESIDENTS.CONTINUED ON SCHEDULE O
BERKSHIRE MEDICAL CENTER PART V, SECTION B, LINE 6A: FAIRVIEW HOSPITAL
BERKSHIRE MEDICAL CENTER PART V, SECTION B, LINE 11: BERKSHIRE MEDICAL CENTER (BMC) REGULARLY ASSESSES THE HEALTH NEEDS OF BERKSHIRE COUNTY RESIDENTS AS PART OF THE STRATEGIC PLANNING PROCESS AND COMMUNITY BENEFITS PROGRAMMING. BMC COMPILED THE BERKSHIRE COUNTY COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) REPORT USING THE EVALUATION OF PUBLICLY AVAILABLE DATA, FINDINGS FROM LOCAL ORGANIZATION REPORTS, AND FEEDBACK COLLECTED FROM FOCUS GROUPS AND SURVEYS. THIS DATA, IN CONJUNCTION WITH THE MASSACHUSETTS FOCUS AREAS AND PRIORITIES, WAS USED TO DETERMINE OUR ANNUAL COMMUNITY BENEFIT PRIORITIES. THE INTENT IS TO BROADLY IDENTIFY THE MAJOR TRENDS IN HEALTH STATUS AND OUR COMMUNITY'S HEALTH NEEDS WITH AN UNDERSTANDING OF THE FACTORS THAT ARE LIKELY TO AFFECT THE POPULATION OF BERKSHIRE COUNTY. THE FRAMEWORK OF THIS PLAN SPANS FISCAL YEARS 2021-2024. THE OBJECTIVES OF THE CHNA ARE TO: TO GATHER STATISTICALLY VALID INFORMATION ON THE HEALTH STATUS OF THE RESIDENTS OF BERKSHIRE COUNTY TO DEVELOP ACCURATE COMPARISONS TO STATE AND NATIONAL BENCHMARKS OF HEALTH AND QUALITY OF LIFE MEASURES TO PROVIDE TRENDING INFORMATION FOR THE FUTURE TO IDENTIFY KEY AREAS OF SIGNIFICANT COMMUNITY NEEDS AND VULNERABLE POPULATIONS TO UTILIZE FINDINGS FOR COMMUNITY BENEFIT AND HOSPITAL PLANNING WHILE DEMOGRAPHIC, SOCIOECONOMIC AND HEALTH STATUS INDICATORS PROVIDE AN EFFECTIVE MEANS OF IDENTIFYING POTENTIAL NEEDS AND/OR PROBLEMS, SUCH A BROAD-BASED VIEW CANNOT IDENTIFY ALL OF THE HEALTH AND HUMAN SERVICE PROBLEMS FACING A COMMUNITY. THIS IS RATHER ONE STEP OF MANY IN AN ON-GOING PROCESS OF COLLECTING AND DISSEMINATING HEALTH STATUS INFORMATION SO THAT, WORKING TOGETHER WE ADDRESS MOST OF THE IDENTIFIED HEALTH NEEDS OF OUR COMMUNITY AND HELP TO ENSURE BETTER OUTCOMES FOR ALL THE PEOPLE LIVING IN BERKSHIRE COUNTY. ADDITIONALLY, AN IMPORTANT PART OF THIS PROCESS IS TO IDENTIFY PREEXISTING PROGRAMS AND RESOURCES IN THE COMMUNITY TO AVOID DUPLICATION OF EFFORTS AND SILOED WORK. WE KNOW THAT COLLABORATING WITH OUR PARTNERS WE CAN BUILD A STRONGER MORE RESILIENT COMMUNITY THAT CAN ADDRESS MOST OF OUR COMMUNITY NEEDS. WHEN PARTNER ORGANIZATIONS ARE ALREADY ADDRESSING A PRIORITY HEALTH NEED, BMC MAY NOT PROVIDE DIRECT SERVICE OR FUNDS HOWEVER SUPPORTS THAT PROGRAM BY PROVIDING REFERRALS, CONNECTIONS, DATA, AND/OR OTHER MODALITIES OF SUPPORT. BASED ON THIS APPROACH, MOST OF THE IDENTIFIED HEALTH NEEDS ARE BEING ADDRESSED BY BMC OR PARTNER ORGANIZATIONS. COMMUNITY BENEFIT AND ACCESS COMMITTEE:AS A STANDING COMMITTEE OF THE BOARD OF TRUSTEES - ITSELF MADE UP OF COMMUNITY VOLUNTEERS, THIS COMMITTEE IS RESPONSIBLE FOR UNDERSTANDING THE HEALTH NEEDS AND BARRIERS TO CARE IN OUR SERVICE AREA. THE COMMITTEE OVERSEES THE COMMUNITY BENEFIT PROCESS OF THE ORGANIZATION, INCLUDING HEALTH NEEDS ASSESSMENTS, DETERMINING TARGET POPULATIONS AND PRIORITIES, DEVELOPMENT OF THE COMMUNITY BENEFITS PLAN AND EVALUATING PERFORMANCE AGAINST GOALS AND OBJECTIVES. THE COMMITTEE IS COMPRISED OF PEOPLE FROM THE BOARD OF TRUSTEES AND THE COMMUNITY AT LARGE. THE BMC COMMUNITY BENEFITS AND ACCESS COMMITTEE REVIEWS AND DISCUSSES COMMUNITY BENEFIT PROGRAMS, POTENTIAL NEW INITIATIVES, AND COMMUNITY NEEDS AND OUTCOMES. THE COMMITTEE FORMALLY REVIEWS ANY UPDATES TO COMMUNITY NEEDS AND REAFFIRMS PRIORITIES ANNUALLY AND COMPLETES A COMPREHENSIVE NEEDS ASSESSMENT EVERY THREE YEARS. THROUGHOUT THE YEAR, INTERNAL COMMUNITY BENEFITS AND PROGRAM LEADERS MEET TO COORDINATE THE COMMUNITY BENEFIT PLAN AND PROGRAMS. DUE TO THE COVID-19 PANDEMIC THIS COMMITTEE DID NOT MEET AS MANY OF THE PARTICIPANTS HAD COMPETING PRIORITIES. OUR COMMUNITY BENEFIT AND ACCESS COMMITTEE ALSO INCURRED CHANGES IN ITS LEADERSHIP STRUCTURE.BMC IS THE ONLY HEALTH SYSTEM IN BERKSHIRE COUNTY AND THEREFORE WE ASSUME A SIGNIFICANT LEADERSHIP ROLE IN ADDRESSING THE PRIORITIES IDENTIFIED IN THE CHNA. WE ARE FORTUNATE TO WORK COLLABORATIVELY WITH MANY COMMUNITY ORGANIZATIONS. BERKSHIRE MEDICAL CENTER HAS A STRONG REPUTATION AS A LEADER AND COLLABORATOR IN MEETING COMMUNITY HEALTH NEEDS THROUGH ITS ONGOING COMMUNITY BENEFIT PROGRAMS AND SERVICES. BMC PLANS TO PROVIDE COMMUNITY BENEFIT PROGRAMS IN RESPONSE TO THE HEALTH NEEDS IDENTIFIED IN THE 2021-2024 COMMUNITY HEALTH NEEDS ASSESSMENT. THESE INCLUDE, BUT ARE NOT LIMITED TO, HEALTH EDUCATION PROGRAMS, SCREENINGS, SUPPORT GROUPS, MENTAL HEALTH SERVICES, AND OTHER COMMUNITY HEALTH IMPROVEMENT SERVICES AND ACCESS TO CARE THROUGH SEVERAL LEVERAGED SOURCES (GRANTS). BMC UNDERSTANDS THAT THE NEEDS OF THE COMMUNITY ARE FLUID AND MAY CHANGE WITH CIRCUMSTANCE AND TIME, IN RESPONSE STRATEGIES MAY ALSO CHANGE, AND PROGRAMS MAY BE ADDED OR ELIMINATED DURING THE 2021-2024 TIMEFRAME. LISTED BELOW ARE THE HOSPITAL'S FY21 STRATEGIC PRIORITY HEALTH NEEDS, AND HOW EACH IS ADDRESSED. THE FY21 PRIORITY HEALTH NEEDS ARE UPDATED FROM THE TRIANNUAL FY21 CHNA. BMC HAS IDENTIFIED THE FOLLOWING PRIORITY NEEDS AREAS: BEHAVIORAL HEALTH AND SUBSTANCE USE DISORDER, CHRONIC CONDITIONS AND INFECTIOUS DISEASE, ACCESS TO CARE, SOCIAL ECONOMIC, AND WORKFORCE DEVELOPMENT. THESE PRIORITY NEEDS ARE LISTED BELOW WITH SUPPLEMENTATION OF WHAT IS BEING DONE BY THE HOSPITAL REGARDING EACH NEED. PLEASE NOTE, THE LISTS ARE NOT EXHAUSTIVE BUT ARE INTENDED TO PROVIDE AN OVERVIEW. BEHAVIORAL HEALTH & SUBSTANCE USE DISORDER:SUBSTANCE USE/ OPIOIDS - BMC HAS INPATIENT SUBSTANCE USE TREATMENT PROGRAMS, INCLUDING THE MCGEE RECOVERY CENTER, A DETOX PROGRAM, AND OUR CLINICAL STABILIZATION SERVICES UNIT, WHICH GIVES THOSE IN RECOVERY THE OPPORTUNITY TO STAY, UP TO 30 DAYS, IN A SAFE SETTING THAT AIDS IN LONG-TERM RECOVERY. BMC ALSO PARTNERS WITH THE BRIEN CENTER FOR SUBSTANCE USE SERVICES IN PROVIDING ACCESS TO OUTPATIENT PROGRAMS TO ENHANCE TREATMENT FOR ADDICTION. THE SUBSTANCE USE TREATMENT CLINIC DEVELOPED IN 2019 IS PROVIDED BY A MEDICATION ASSISTED TREATMENT (MAT) CERTIFIED NURSE PRACTITIONER AND REGISTERED NURSE WHO PROVIDE TREATMENTS RELATED TO ALL FORMS OF SUBSTANCE USE DISORDERS AND PRACTICE USING THE HARM REDUCTION MODEL OF CARE. CARE INCLUDES SUPPORT, MEDICATIONS INCLUDING INDUCTIONS, ORAL, SUBLINGUAL, INJECTABLE AND TRANSDERMAL FORMULATIONS. COORDINATES CARE WITH THE PATIENT'S PRIMARY CARE PHYSICIAN AND SOCIAL SERVICES. THE GOAL OF THE PROGRAM IS TO HELP MANAGE THEIR SUBSTANCE USE DISORDER, REDUCE EMERGENCY DEPARTMENT UTILIZATION, AND REDUCE INPATIENT AND OBSERVATION ADMISSIONS. THE PROVIDERS ARE BOTH CERTIFIED RECOVERY COACHES. RECRUITMENT FOR OTHER POSITIONS SUCH AS COMMUNITY HEALTH WORKER/RECOVERY COACH AND MEDICAL ASSISTANT HAS BEEN CHALLENGING. MENTAL HEALTH-DEPRESSION, SUICIDE - THE BMC DEPARTMENT OF PSYCHIATRY AND BEHAVIORAL HEALTH PROVIDES ANNUAL FREE DEPRESSION SCREENINGS IN THE COMMUNITY, PARTNERS WITH THE BRIEN CENTER FOR MENTAL HEALTH AND SUBSTANCE USE SERVICES ON OUTPATIENT PROGRAMS AND PROVIDES AN EMPLOYEE ASSISTANCE PROGRAM TO COMPANIES IN THE COMMUNITY TO AID IN RESPONDING TO MENTAL HEALTH ISSUES. CHRONIC CONDITIONS & INFECTIOUS DISEASECANCER - IN ADDITION TO PROVIDING COMPREHENSIVE HEMATOLOGY AND RADIATION ONCOLOGY SERVICES THROUGH THE BMC CANCER CENTER, BMC HAS COMMUNITY PROGRAMS ENCOURAGING AND PROMOTING CANCER SCREENING, SUCH AS COLONOSCOPY, MAMMOGRAPHY, AND LUNG CANCER. FOR COLONOSCOPY AND MAMMOGRAPHY, BMC ALSO PROVIDES PATIENT ASSISTANCE FUNDS TO HELP THOSE AT RISK TO PAY FOR POTENTIAL HIGH CO-PAYS FOR THESE PREVENTION SCREENINGS. CARDIOVASCULAR HEALTH - BERKSHIRE MEDICAL CENTER PROVIDES COMPREHENSIVE CARDIOVASCULAR HEALTH SERVICES THROUGH OUR PHYSICIAN PRACTICES. THE WELLNESS AT WORK PROGRAM PROVIDES CARDIOVASCULAR SCREENINGS FOR BUSINESSES AND EMPLOYEES. AS WELL AS FREE COMMUNITY BLOOD PRESSURE SCREENINGS. DIABETES - BMC HAS A DIABETES EDUCATION PROGRAM THAT WORKS WITH PEOPLE DIAGNOSED WITH PRE-DIABETES, AND TYPE 1 AND 2 DIABETES, PROVIDING ONE-ON-ONE COUNSELING AND SUPPORT, INCLUDING ACCESS TO NUTRITION SERVICES. INFECTIOUS DISEASE - BMC'S INFECTION PREVENTION AND CONTROL DEPARTMENT WORKS BOTH IN THE HOSPITAL AND IN THE COMMUNITY TO CURB INFECTIOUS DISEASE, INCLUDING COVID-19, INFLUENZA, LYME DISEASE, AND MANY OTHERS. STROKE/BLOOD PRESSURE - BMC IS A DEDICATED STROKE CENTER AND REGULARLY PROVIDES COMMUNITY LECTURES AND PROGRAMS THAT EDUCATE RESIDENTS ON THE RISK FACTORS AND WARNING SIGNS FOR STROKE, AND HOW TO RESPOND. SEXUALLY TRANSMITTED DISEASE/ INFECTION - BMC'S INFECTION PREVENTION AND CONTROL DEPARTMENT WORKS BOTH IN THE HOSPITAL AND IN THE COMMUNITY TO CURB INFECTIOUS DISEASE, INCLUDING INFLUENZA, LYME DISEASE, AND MANY OTHERS. BERKSHIRE HARM REDUCTION PROGRAM EMBRACES AN APPROACH THAT FOCUSES ON HELPING PEOPLE WHO USE DRUGS REDUCE THEIR HIGH-RISK BEHAVIOR AND THE HARM ASSOCIATED WITH DRUG USE.CONTINUE ON SCHEDULE O
PART V, SECTION B LINE 7A THE HOSPITAL'S 2021 CHNA REPORT IS AVAILABLE ON THE HOSPITAL WEBSITE, HTTPS://WWW.BERKSHIREHEALTHSYSTEMS.ORG/PROGRAMS-AND-SERVICES/COMMUNITY-WELLNESS/CLICK ON THE LINK FOR COMMUNITY BENEFIT REPORT BMC FY 2021
PART V SECTION B LINE 10A THE HOSPITAL'S MOST RECENTLY ADOPTED IMPLEMENTATION STRATEGY IS AVAILABLE ON THE HOSPITAL WEBSITE,HTTPS://WWW.BERKSHIREHEALTHSYSTEMS.ORG/PROGRAMS-AND-SERVICES/COMMUNITY-WELLNESS/CLICK ON THE LINK FOR COMMUNITY BENEFIT REPORT BMC FY 2021.
PART V SECTION B LINE 16A THE HOSPITAL'S FAP IS AVAILABLE ON THE HOSPITAL WEBSITE, WWW.BERKSHIREHEALTHSYSTEMS.ORG/ABOUT/POLICIES-AND-NOTICES, SELECT FINANCIAL ASSISTANCE POLICY DROP DOWN BOX, SELECT DOCUMENT "FINANCIAL ASSISTANCE POLICY - BERKSHIRE HEALTH SYSTEMS".
PART V SECTION B LINE 16B THE HOSPITAL'S FAP APPLICATION IS AVAILABLE ON THE HOSPITAL WEBSITE, WWW.BERKSHIREHEALTHSYSTEMS.ORG/ABOUT/POLICIES-AND-NOTICES, SELECT FINANCIAL ASSISTANCE POLICY DROP DOWN BOX, THEN SELECT THE DOCUMENT "FINANCIAL ASSISTANCE APPLICATION".
PART V SECTION B LINE 16C THE HOSPITAL'S PLAIN LANGUAGE SUMMARY OF THE FAP IS AVAILABLE ON THE HOSPITAL WEBSITE, WWW.BERKSHIREHEALTHSYSTEMS.ORG/ABOUT/POLICIES-AND-NOTICES, SELECT FINANCIAL ASSISTANCE POLICY DROP DOWN BOX, THEN SELECT THE DOCUMENT "PLAIN LANGUAGE SUMMARY OF FINANCIAL ASSISTANCE POLICIES".
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?  
Name and address Type of Facility (describe)
1
2
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
PART I, LINE 7: THE TOTAL COMMUNITY BENEFIT EXPENSE REPORTED ON PART I, LINES 7A, 7B, & 7C HAS BEEN CALCULATED USING THE RATIO OF PATIENT CARE COST TO CHARGES AS COMPUTED USING WORKSHEET 2 IN THE SCHEDULE H INSTRUCTIONS. THE TOTAL COMMUNITY BENEFIT EXPENSE REPORTED ON PART I, LINE 7G HAS BEEN CALCULATED USING A COST ACCOUNTING METHOD.
PART I, LINE 7G: OUR COMMUNITY BENEFITS WHICH ARE SUBSIDIZED ARE THE SUBSTANCE ABUSE UNIT, CLINICAL STABILIZATION SERVICES, RENAL DIALYSIS SERVICES, AND THE INPATIENT PYSCHIATRIC UNIT.
PART I, LN 7 COL(F): BAD DEBT EXPENSE OF $9,635,237 ATTRIBUTABLE TO PATIENT ACCOUNTS HAS BEEN EXCLUDED FROM THE COMPUTATION OF ALL COMMUNITY BENEFIT EXPENSE SHOWN IN PART I, LINE 7, COLUMN F.
PART I, LINE 6A FAIRVIEW HOSPITAL AND BERKSHIRE MEDICAL CENTER EACH FILE A SEPARATE COMMUNITY BENEFITS REPORT WITH THE STATE OF MASSACHUSETTS. BMC'S FISCAL YEAR 2021 COMMUNITY BENEFITS REPORT CAN BE ACCESSED AT HTTPS://MASSCHARITIES.MY.SITE.COM/FILINGSEARCH/S/DETAIL/A095E000009HDTMAA0
PART II, COMMUNITY BUILDING ACTIVITIES: WORKFORCE DEVELOPMENT $493,964: RECRUITMENT OF STAFF
PART III, LINE 2: THE HOSPITAL REPORTS ACCOUNTS RECEIVABLE FOR SERVICES RENDERED AT NET REALIZABLE AMOUNTS FROM THIRD-PARTY PAYERS, PATIENTS, AND OTHERS. THE HOSPITAL PROVIDES AN ALLOWANCE FOR UNCOLLECTIBLE AMOUNTS BASED UPON ACTUAL WRITE-OFF'S, A REVIEW OF OUTSTANDING RECEIVABLES, HISTORICAL COLLECTION INFORMATION, AND EXISTING ECONOMIC CONDITIONS AND TRENDS.
PART III, LINE 4: FOOTNOTE 2 (PROVISION FOR BAD DEBT) TO THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND SUPPLEMENTARY FINANCIAL INFORMATION OF BERKSHIRE HEALTH SYSTEMS, INC. AND AFFILIATES (INCLUDING BERKSHIRE MEDICAL CENTER) FOR THE YEARS ENDED SEPTEMBER 30, 2022 AND 2021 ARE LISTED ON PAGE 13 UNDER "PATIENT ACCOUNTS RECEIVABLE".
PART III, LINE 8: THE AMOUNT REPORTED ON LINE 6, PART III WAS DETERMINED USING THE COST ALLOCATION METHODOLOGY USED FOR THE MEDICARE COST REPORTS. THE LOSS ON MEDICARE ACTIVITY AS REPORTED IN PART III, LINE 7 IS A COMMUNITY BENEFIT BECAUSE IT IS THE MISSION OF BERKSHIRE MEDICAL CENTER TO PROVIDE HIGH QUALITY HEALTH CARE TO RESIDENTS OF BERKSHIRE COUNTY REGARDLESS OF THEIR ABILITY TO PAY. THE COST TO PROVIDE SERVICES TO MEDICARE BENEFICIARIES OFTEN EXCEEDS THE REIMBURSEMENT FOR SUCH SERVICES. ELDERLY PATIENTS ARE AMONG THE MOST NEEDY IN OUR COMMUNITY AND PROVIDING SERVICES TO THEM CLOSE TO HOME IMPROVES THE QUALITY OF THEIR CARE, INCREASES ACCESS AND ENHANCES HEALTH AND WELLNESS FOR THIS POPULATION. SERVICES SUCH AS EMERGENCY CARE, CARDIAC SERVICES, PSYCHIATRIC CARE, RENAL DIALYSIS AND WOUND CARE SERVICES ARE AMONG THOSE THAT PROVIDE A SIGNIFICANT BENEFIT TO THE FRAIL ELDERLY. THE BREADTH OF ACUTE AND AMBULATORY SERVICES PROVIDED BY BMC MEANS THAT THE MEDICARE BENEFICIARIES IN OUR COUNTY DO NOT HAVE TO LEAVE THE COUNTY FOR MOST SERVICES.
PART III, LINE 9B: POPULATIONS EXEMPT FROM COLLECTION ACTIVITIESTHE FOLLOWING INDIVIDUALS AND PATIENT POPULATIONS ARE EXEMPT FROM ANY COLLECTION OR BILLING PROCEDURES PURSUANT TO STATE REGULATIONS:A. PATIENTS ENROLLED IN A STATE HEALTH INSURANCE PROGRAM, INCLUDING BUT NOT LIMITED TO, MASSHEALTH, EMERGENCY AID TO THE ELDERLY, DISABLED AND CHILDREN, HEALTHY START, CHILDREN'S MEDICAL SECURITY PLAN, "LOW INCOME PATIENTS" AS DETERMINED BY THE OFFICE OF MEDICAID.1. PLEASE NOTE THAT BMC MAY SEEK COLLECTION ACTION AGAINST ANY PATIENT ENROLLED IN THE ABOVE MENTIONED PROGRAMS FOR THEIR REQUIRED CO-PAYMENTS AND DEDUCTIBLES THAT ARE SET FORTH BY EACH SPECIFIC PROGRAM.2. BMC MAY ALSO INITIATE BILLING OR COLLECTION FOR A PATIENT WHO ALLEGES THAT HE OR SHE IS A PARTICIPANT IN A FINANCIAL ASSISTANCE PROGRAM THAT COVERS THE COSTS OF THE HOSPITAL SERVICES, BUT FAILS TO PROVIDE PROOF OF SUCH PARTICIPATION. UPON RECEIPT OF SATISFACTORY PROOF THAT A PATIENT IS A PARTICIPANT IN A FINANCIAL ASSISTANCE PROGRAM, (INCLUDING RECEIPT OR VERIFICATION OF SIGNED APPLICATION) BMC SHALL CEASE ITS BILLING OR COLLECTION ACTIVITIES. 3. BMC MAY CONTINUE COLLECTION ACTION ON ANY LOW INCOME PATIENT FOR SERVICES RENDERED PRIOR TO THE LOW INCOME PATIENT DETERMINATION, PROVIDED THAT THE CURRENT LOW INCOME PATIENT STATUS HAS BEEN TERMINATED OR EXPIRED. HOWEVER, ONCE A PATIENT IS DETERMINED ELIGIBLE AND ENROLLED IN THE HEALTH SAFETY NET, MASSHEALTH, OR CERTAIN COMMONWEALTH CARE PROGRAMS, BMC WILL CEASE COLLECTION ACTIVITY FOR SERVICES, PREVIOUSLY BILLED, THAT NOW FALL INTO THE ELIGIBILITY PERIOD. 4. BMC MAY SEEK COLLECTION ACTION AGAINST ANY OF THE PATIENTS PARTICIPATING IN THE PROGRAMS LISTED ABOVE FOR NON-COVERED SERVICES THAT THE PATIENT HAS AGREED TO BE RESPONSIBLE FOR, PROVIDED THAT THE HOSPITAL OBTAINED THE PATIENT'S PRIOR WRITTEN CONSENT TO BE BILLED FOR THE SERVICE.5. BMC WILL NOT UNDERTAKE COLLECTION ACTION AGAINST AN INDIVIDUAL THAT HAS BEEN APPROVED FOR MEDICAL HARDSHIP UNDER THE MASSACHUSETTS HEALTH SAFETY NET PROGRAM WITH RESPECT TO THE AMOUNT OF THE BILL THAT EXCEEDS THE MEDICAL HARDSHIP CONTRIBUTION.B. BMC DOES NOT GARNISH A PATIENT'S OR THE PATIENT'S GUARANTOR'S WAGES OR EXECUTE A LIEN ON THE PATIENT'S OR THE PATIENT'S GUARANTOR'S PERSONAL RESIDENCE OR MOTOR VEHICLE. C. BMC AND ITS AGENTS SHALL NOT CONTINUE COLLECTION OR BILLING ON A PATIENT WHO IS A MEMBER OF A BANKRUPTCY PROCEEDING EXCEPT TO SECURE ITS RIGHTS AS A CREDITOR IN THE APPROPRIATE ORDER.
PART VI, LINE 2: COMMUNITY BENEFITS MISSION STATEMENT:FURTHERING OUR CHARITABLE PURPOSE, THE BERKSHIRE MEDICAL CENTER'S (BMC) 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 COMMITTEE:AS A STANDING COMMITTEE OF THE BOARD OF TRUSTEES - ITSELF MADE UP OF COMMUNITY VOLUNTEERS, THIS COMMITTEE IS RESPONSIBLE FOR UNDERSTANDING THE HEALTH NEEDS AND BARRIERS TO CARE IN OUR SERVICE AREA. THE COMMITTEE OVERSEES THE COMMUNITY BENEFIT PROCESS OF THE ORGANIZATION, INCLUDING HEALTH NEEDS ASSESSMENTS, DETERMINING TARGET POPULATIONS AND PRIORITIES, DEVELOPMENT OF THE COMMUNITY BENEFITS PLAN AND EVALUATING PERFORMANCE AGAINST GOALS AND OBJECTIVES. THE COMMITTEE IS COMPRISED OF PEOPLE FROM THE BOARD OF TRUSTEES AND THE COMMUNITY AT LARGE AND MEETS MONTHLY THOUGH OUT THE YEAR. COMMUNITY BENEFITS LEADERSHIP/TEAM:THE BHS COMMUNITY BENEFITS AND ACCESS COMMITTEE MEETS TO DISCUSS COMMUNITY BENEFIT PROGRAMS, POTENTIAL NEW INITIATIVES, COMMUNITY NEEDS AND OUTCOMES. IN 2021 THE COMMUNITY BENEFIT AND ACCESS COMMITTEE DID NOT MEET DUE TO THE COVID-19 PANDEMIC. COMMUNITY BENEFITS MEETINGS:THE BHS COMMUNITY BENEFITS AND ACCESS COMMITTEE MEETS TO DISCUSS COMMUNITY BENEFIT PROGRAMS, POTENTIAL NEW INITIATIVES, COMMUNITY NEEDS AND OUTCOMES. IN 2022 THE COMMUNITY BENEFIT AND ACCESS COMMITTEE DID NOT MEET DUE TO THE COVID-19 PANDEMIC. THE COMMUNITY BENEFIT AND ACCESS COMMITTEE IS CURRENTLY BEING RESTRUCTURED. COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA)BMC HAS UTILIZED AN ACTIVE COMMUNITY NEEDS ASSESSMENT AS PART OF ITS COMMUNITY BENEFIT PROCESS SINCE 1996. THE COMMUNITY NEEDS ASSESSMENT IS UPDATED ANNUALLY, WITH A COMPLETE ASSESSMENT DONE EVERY THREE YEARS. THE LAST CHNA WAS COMPLETED IN THE FALL OF 2021. BMC UTILIZED ALL AVAILABLE CLINICAL, HEALTH STATUS, DEMOGRAPHIC, AND SOCIO-ECONOMIC DATA AVAILABLE TO FORM THE FOUNDATION OF OUR NEEDS ASSESSMENT. IN ADDITION, WE GATHERED AVAILABLE QUALITATIVE DATA FROM OUR MANY ADVISORY GROUPS, COMMUNITY FORUMS, SURVEYS, AND FOCUS GROUPS. THE WELLNESS AND OUTREACH PROGRAMS ALSO SUPPLEMENT OUR UNDERSTANDING OF THE HEALTH STATUS OF OUR COMMUNITY, HEALTH RISK FACTORS, AND BARRIERS TO HEALTH AND HEALTH CARE. THE FEEDBACK GATHERED INPUT ON SPECIFIC ACTIONS THAT COULD BE TAKEN AT AN INDIVIDUAL, FAMILY, AND ORGANIZATIONAL LEVEL AS WELL AS IDENTIFYING GAPS IN SERVICE IN ADDITION TO PRIORITIZING THE MOST IMPORTANT NEEDS FOR THE COMMUNITY. WE HAVE CONVENED THIS COMMUNITY GROUP AT LEAST ANNUALLY TO REVIEW DATA, CONFIRM PRIORITIES, DISCUSS NEEDS, AND WORK TOGETHER TO ADDRESS THE IDENTIFIED PRIORIES AND NEEDS. THE NEEDS DATA, ALONG WITH STATE PRIORITIES ARE USED TO DETERMINE OUR ANNUAL COMMUNITY BENEFIT PRIORITIES. IN ITS PLANNING, BMC LOOKS FOR OPPORTUNITIES TO MAKE BETTER AND MORE EFFECTIVE USE OF EXISTING RESOURCES AND PROVIDERS, AS WELL AS TO IDENTIFY GAPS IN SERVICE AND SEEKS OUT AVAILABLE GRANTS TO FACILITATE MEETING COMMUNITY NEED. BMC WORKS WITH INTERNAL RESOURCES AND COMMUNITY AND REGIONAL PARTNERS, WITH THE HELP OF EVIDENCED BASED OR BEST PRACTICE PROGRAMS, TO DEVELOP AND IMPLEMENT PROGRAMS AND INITIATIVES TO MEET COMMUNITY NEED. DATA SOURCESCOMMUNITY FOCUS GROUPS, HOSPITAL DATA, CONSUMER AND ADVISORY GROUPS, INTERVIEWS, MASS CHIP, PUBLIC HEALTH PERSONNEL, SURVEYS, OTHER - HEALTHYPEOPLE.GOV; DEPARTMENT OF PUBLIC HEALTH BUREAU OF FAMILY AND COMMUNITY HEALTH INJURY REPORT; COUNTY HEALTH RANKINGS, DEPARTMENT OF PUBLIC HEALTH PRESCRIPTION MONITORING PROGRAM DATA; PHYSICIAN MANPOWER DATA; WORKFORCE NEEDS DATA; WELLNESS AT WORK DATA; EMERGENCY DEPARTMENT/TRAUMA REGISTRY; BERKSHIRE UNITED WAY; NORTHERN BERKSHIRE COMMUNITY COALITION, BERKSHIRE REGIONAL PLANNING COMMISSION; AND YOUTH RISK BEHAVIOR SURVEILLANCE SYSTEM DATA. GOALS: STATEWIDE PRIORITIES AS PART OF OUR PLANNING PROCESS, BHS INCORPORATES THE MASSACHUSETTS STATEWIDE PRIORITIES AND THE MA DEPARTMENT OF PUBLIC HEALTH PRIORITIES TO GUIDE THE INVESTMENTS FUNDED BY THE DETERMINATION OF NEED PROCESS AS PART OF OUR LOCAL ASSESSMENT, PRIORITIES AND INITIATIVES. THE COMMONWEALTH'S PRIORITIES ARE: CHRONIC DISEASE (WITH A FOCUS ON CANCER, HEART DISEASE, & DIABETES), HOUSING STABILITY/HOMELESSNESS, MENTAL ILLNESS & MENTAL HEALTH, AND SUBSTANCE USE DISORDERS. THE DEPARTMENT OF PUBLIC HEALTH'S PRIORITIES ARE: BUILT ENVIRONMENT, SOCIAL ENVIRONMENT, HOUSING, VIOLENCE, EDUCATION AND EMPLOYMENT COMMUNITY BENEFIT TARGET POPULATIONS:CHILDREN/ADOLESCENTS OLDER ADULTS MEDICALLY UNDERSERVED COMMUNITY BENEFIT PRIORITIES:BEHAVIORAL HEALTH & SUBSTANCE USE DISORDER CHRONIC CONDITIONS & INFECTIOUS DISEASE ACCESS TO CARE SOCIAL ECONOMIC WORKFORCE DEVELOPMENT COMMUNITY PARTNERSBEACON RECOVERY COMMUNITY CENTER, BERKSHIRE AHEC, BERKSHIRE BOUNTY, BERKSHIRE BREAST HEALTH TEAM, BERKSHIRE COMMUNITY ACTION COUNCIL, BERKSHIRE COMMUNITY PROVIDERS, BERKSHIRE COUNTY BOARDS OF HEALTH, BERKSHIRE COUNTY COURT SYSTEM, BERKSHIRE COUNTY FIRE DEPARTMENTS, BERKSHIRE COUNTY REGIONAL EMERGENCY OPERATIONS PLANNING COMMITTEE, BERKSHIRE COUNTY REGIONAL HOUSING AUTHORITY, BERKSHIRE COUNTY REGIONAL PLANNING COMMISSION, BERKSHIRE COUNTY SHERIFF'S OFFICE, BERKSHIRE DISTRICT ATTORNEY OFFICE, BERKSHIRE EMERGENCY NURSE'S ASSOCIATION, BERKSHIRE FACILITIES SERVICES, BERKSHIRE FALLON HEALTH COLLABORATIVE, BERKSHIRE IMMIGRANT CENTER, BERKSHIRE OB-GYN, BERKSHIRE OPIOID ADDICTION PREVENTION COLLABORATIVE (BOAPC), BERKSHIRE UNITED WAY, BERKSHIRE YOUTH DEVELOPMENT PROJECT, BOARDS OF HEALTH: TRI-TOWN HEALTH DEPARTMENT, BERKSHIRE COUNTY BOARDS OF HEALTH AND PITTSFIELD HEALTH DEPARTMENT, THE BRIEN CENTER FOR MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES, CHILD CARE OF THE BERKSHIRES, CLINICAL SUPPORT OPTIONS, COMMUNITY HEALTH PROGRAMS, EDUCATIONAL INSTITUTIONS (LOCAL SCHOOL DISTRICTS, BERKSHIRE COMMUNITY COLLEGE, MASSACHUSETTS COLLEGE OF LIBERAL ARTS, WILLIAMS COLLEGE, UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL), ELDER SERVICES OF BERKSHIRE COUNTY/ SENIOR CENTERS/COUNCILS ON AGING/RVSP/SHINE, FOOD BANK OF WESTERN MA, GREYLOCK FEDERAL CREDIT UNION, HOME-CARE AGENCIES, INNOVATIVE CARE PARTNERS, JUVENILE AND ADULT PROBATION, KEENAN HOUSE, LOCAL BUSINESS COMMUNITY, LOCAL EMERGENCY MANAGEMENT SERVICES/PITTSFIELD POLICE DEPARTMENT, LOCAL HIRING AGENCIES, LOCAL SHELTERS, FOOD PANTRIES, DAY PROGRAMS, ETC., MCGEE RECOVERY CENTER, MOTHER'S IN RECOVERY, NORTHERN BERKSHIRE COMMUNITY COALITION, PHYSICIAN AND SPECIAL PROVIDER OFFICES, RECREATIONAL (BERKSHIRE BOYS AND GIRLS CLUB, BERKSHIRE FAMILY YMCA, BERKSHIRE SOUTH), REGIONAL PAIN COLLABORATIVE, SERVICENET, THINK FIRST, VOLUNTEERS IN MEDICINE, WIC (WOMEN, INFANTS, AND CHILDREN), ZERO SUICIDEPROGRAM 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 ADVOCACY FOR ACCESS PROGRAM. THE GOAL OF THIS PROGRAM IS TO ASSIST THE UNINSURED AND UNDERINSURED IN BERKSHIRE COUNTY IN ACCESSING VARIOUS FEDERAL, STATE, OR LOCAL PROGRAMS THAT CAN PAY FOR HEALTHCARE SERVICES, AS WELL AS INFORM PATIENTS ABOUT OTHER AVENUES THEY CAN ACCESS TO RECEIVE HEALTHCARE SERVICES AT NO COST. ADVOCACY FOR ACCESS HELPS REDUCE THE PERCEPTION THAT AN INABILITY TO PAY FOR HEALTHCARE IS A BARRIER TO RECEIVING CARE. ADVOCACY FOR ACCESS STAFF FACILITATE THE APPLICATION AND ENROLLMENT PROCESS OF INDIVIDUALS AND FAMILIES WHO LIVE IN MASSACHUSETTS INTO QUALIFIED HEALTH PLANS THROUGH THE MARKETPLACE AND/OR OTHER HEALTH INSURANCE PROGRAMS SUCH AS MEDICAID AND CHIP, AND ASSIST QUALIFIED INDIVIDUALS IN MAKING INFORMED DECISIONS ON THE SELECTION OF A HEALTH PLAN. THE STAFF RECOGNIZES THAT MANY OF THESE STATE AND FEDERAL PROGRAMS CAN BE COMPLEX AND CONFUSING, AND THEIR GOAL IS TO MAKE THE HEALTH INSURANCE ENROLLMENT PROCESS AS SIMPLE AS POSSIBLE FOR THE PATIENT. WHEN AN INDIVIDUAL OR FAMILY'S CIRCUMSTANCES CHANGE, THE ADVOCACY STAFF CAN ASSIST IN UPDATING THE APPROPRIATE AGENCY.ADVOCACY FOR ACCESS ASSISTS THOUSANDS OF PEOPLE EACH YEAR ACCESS HEALTH INSURANCE OR OTHER COVERAGE PROGRAMS TO AID THEM IN ADDRESSING THEIR HEALTHCARE NEEDS.IN ADDITION TO THE ADVOCACY FOR ACCESS PROGRAM, BERKSHIRE HEALTH SYSTEMS HAS AN INTERNAL FINANCIAL ASSISTANCE PROGRAM THAT IS AVAILABLE TO UNINSURED PATIENTS WHO DO NOT QUALIFY FOR PUBLIC ASSISTANCE THROUGH THE STATE OR WHO ARE NOT MASSACHUSETTS RESIDENTS.INFORMATION REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE PROGRAMS IS OFFERED TO OUR PATIENTS IN THE FOLLOWING MANNER:NOTICES OF THE AVAILABILITY OF FINANCIAL ASSISTANCE PROGRAMS ARE POSTED THROUGHOUT THE HOSPITAL, SPECIFICALLY IN ALL SERVICE DELIVERY AREAS, IN FINANCIAL COUNSELING OFFICES THROUGHOUT THE CLINICAL CAMPUSES, IN ALL BERKSHIRE FACULTY SERVICES PHYSICIAN PRACTICES, AND ELECTRONICALLY ON BMC'S WEBSITE WWW.BERKSHIREHEALTHSYSTEMS.ORG. APPOINTMENTS CAN BE MADE WITH THE ADVOCACY FOR ACCESS APPLICATION COUNSELORS WHO CAN ASSIST PATIENTS SUBMIT AN ELECTRONIC APPLICATION VIA WWW.MAHEALTHCONNECTOR.ORG FOR STATE FINANCIAL ASSISTANCE PROGRAMS. APPLICATION COUNSELOR ARE ALSO AVAILABLE DAILY TO MEET WITH PATIENTS WHO PRESENT AT THE OFFICE WITHOUT AN APPOINTMENT.AT PRE-REGISTRATION, SELF-PAY PATIENTS ARE OFFERED AN APPOINTMENT WITH THE ADVOCACY FOR ACCESS PROGRAM OFFICE ALONG WITH AN EXPLANATION OF THE SERVICE.BROCHURES ARE DISTRIBUTED AT ALL ACCESS POINTS INFORMING PATIENTS OF THE AVAILABILITY OF FINANCIAL ASSISTANCE PROGRAMS WITH PHONE NUMBERS TO CONTACT ADVOCACY FOR ACCESS TO SET UP AN APPOINTMENT. 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 ADVOCACY FOR ACCESS FOR ADDITIONAL INFORMATION. ALL PATIENT STATEMENTS HAVE A MESSAGE ON THE BACK OF THE STATEMENT INDICATING THE AVAILABILITY OF FINANCIAL ASSISTANCE.
PART VI, LINE 4: BERKSHIRE COUNTY IS THE MOST WESTERN OF THE 14 COUNTIES IN MASSACHUSETTS. WITH ABOUT 12% OF THE TOTAL LAND MASS IN MASSACHUSETTS, AND ONLY 2% OF THE POPULATION, BERKSHIRE COUNTY IS THE SECOND MOST RURAL COUNTY IN THE STATE. THE BERKSHIRES RUN ALONG THE NEW YORK BORDER FROM VERMONT IN THE NORTH TO CONNECTICUT IN THE SOUTH AND ENCOMPASSES MOST OF THE MOUNTAIN RIDGE THAT SEPARATES THE HUDSON AND CONNECTICUT RIVER VALLEYS. ELEVATIONS RANGE FROM 500 FEET IN THE RIVER VALLEYS TO 3500 FEET AT MOUNT GREYLOCK.THE SOCIODEMOGRAPHIC CHARACTERISTICS OF BERKSHIRE COUNTY:SEX AND AGE TOTAL POPULATION 125,927 MALE 48.5% FEMALE 51.5%MEDIAN AGE (YEARS) 47.2 YRS. UNDER 5 YEARS 4.2% 5-19 YEARS 15.7% 20-64 YEARS 56.9% 65 YEARS AND OVER 23.2%RACE AND ETHNICITY ONE RACE 96.3% WHITE 89.9% BLACK OR AFRICAN AMERICAN 2.7% AMERICAN INDIAN AND ALASKA NATIVE 0.3% ASIAN 1.7% NATIVE HAWAIIAN AND OTHER PACIFIC ISLANDER 0.0% SOME OTHER RACE 1.6%TWO OR MORE RACES 3.7%HISPANIC OR LATINO (OF ANY RACE) 5.0% NOT HISPANIC OR LATINO 95.0% NOT HISPANIC OR LATINO, WHITE ALONE 87.7%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'S POPULATION, ACCORDING TO THE 2020 CENSUS, IS 129,026, WITH POPULATION LARGELY CONCENTRATED IN THE COUNTY'S TWO CITIES-PITTSFIELD (43,927) AND NORTH ADAMS (12,961).SINCE THE CLOSURE OF THE FORMER NORTH ADAMS REGIONAL HOSPITAL IN 2014, BERKSHIRE MEDICAL CENTER AND BERKSHIRE HEALTH SYSTEMS STABILIZED ACCESS TO CRITICAL SERVICES FIRST AND THEN PROCEEDED TO ADD ADDITIONAL SERVICES TO MEET COMMUNITY NEED AND ACCESS EFFORTS. THIS WORK CONTINUES AND HAS BEEN SUPPORTED WITH THE HELP OF MANY LOCAL ORGANIZATIONS, ELECTED OFFICIALS, AND GOVERNMENT AGENCIES. THE BERKSHIRES IS A NATIONALLY RECOGNIZED YEAR-ROUND TOURIST DESTINATION, KNOWN FOR ITS CULTURAL OFFERINGS AND OUTDOOR RECREATION. BOASTING AWARD-WINNING ART MUSEUMS, HISTORICAL DESTINATIONS, AND THEATRES ALONGSIDE SCENIC HIKING, BIKING, AND SKIING, THE BERKSHIRES HAS BEEN A HOLIDAY DESTINATION FOR BOSTON AND NEW YORK RESIDENTS FOR HUNDREDS OF YEARS AND IS HOME TO MANY SEASONAL RESIDENTS. THE COUNTY IS TRADITIONALLY DIVIDED INTO THREE REGIONS: NORTH, CENTRAL, AND SOUTH. IT TAKES ABOUT TWO HOURS TO DRIVE FROM THE TOWN OF SHEFFIELD IN THE SOUTH TO WILLIAMSTOWN IN THE NORTH. THERE IS NO COUNTY GOVERNMENT, AND ALL LOCAL SERVICES ARE THE RESPONSIBILITY OF EACH OF THE COUNTY'S 32 TOWNS AND CITIES. THE COMMONWEALTH OF MASSACHUSETTS FUNDS A COUNTY SHERIFF'S DEPARTMENT, DISTRICT ATTORNEY'S OFFICE, THE COURT SYSTEM, AND REGISTRY OF DEEDS. EACH AREA OF THE COUNTY IS SERVICED BY A REGIONAL EMERGENCY PLANNING COMMITTEE (REPC).BERKSHIRE COUNTY'S POVERTY RATE MIRRORS THAT OF THE STATE, HOWEVER, THE COUNTY HAS A SLIGHTLY INCREASED RATE OF POVERTY AMONG MINORS (UNDER 18 YEARS OLD). MEDIAN HOUSEHOLD INCOME FOR THE REGION IS AT LEAST 25% LOWER THAN THE STATE AVERAGE.POVERTY: PERCENTAGE OF ALL PEOPLE WHOSE INCOME IN THE PAST 12 MONTHS IS BELOW THEPOVERTY LEVEL: BERKSHIRE COUNTY 9.7% MASSACHUSETTS 9.8%POVERTY UNDER 18 YEARS: BERKSHIRE COUNTY 13.9% MASSACHUSETTS 12.2%INCOME: MEDIAN HOUSEHOLD INCOME: BERKSHIRE COUNTY $62,166 MASSACHUSETTS $84,385 MEDIAN NONFAMILY INCOME: BERKSHIRE COUNTY $36,294 MASSACHUSETTS $48,876DATA SOURCE US CENSUS BUREAU,ACS 5-YEAR ESTIMATES, 2020THE EDUCATION PROFILE OF COUNTY RESIDENTS REFLECTS THE ECONOMIC AND POPULATION DEMOGRAPHIC:THE EDUCATION LEVEL OF BERKSHIRE COUNTY RESIDENTS LARGELY MIRRORS THAT OF MASSACHUSETTS, SURPASSING THE STATE IN THE PERCENTAGE OF INDIVIDUALS WHO HAVE GRADUATED FROM HIGH SCHOOL AND HAVE AT LEAST SOME COLLEGE, OR AN ASSOCIATE DEGREE. BERKSHIRE COUNTY HAS A SIGNIFICANTLY SMALLER POPULATION OF BACHELOR'S EDUCATED RESIDENTS THAN THE STATE OVERALL (35.3% VS. 44.5%)A TOTAL OF 7.5% OF INDIVIDUALS OVER THE AGE OF 5 SPEAK A LANGUAGE OTHER THAN ENGLISH AT HOME. THIS FIGURE HAS BEEN RISING CONSISTENTLY, INDICATING THE GROWTH OF IMMIGRANT POPULATIONS. BHS LANGUAGE SERVICE ENCOUNTERS REVEAL A SIMILAR TREND, WITH A HIGHER AVERAGE NUMBER OF REQUESTS FOR LANGUAGE SUPPORT SERVICES IN 2021.THE CONNECTION BETWEEN EDUCATION AND INCOME CAN BE A SIGNIFICANT DETERMINANT IN HEALTH STATUS, AS IT CAN RELATE TO FOOD SECURITY, HOUSING, BEHAVIORAL HEALTH CHOICES, AND GENERAL FEELING OF WELL-BEING. 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 USE TREATMENT AT A FAR GREATER RATE THAN THE STATE AVERAGE.IN 2016, SUICIDE RATES IN BERKSHIRE COUNTY WERE 11.8 AND CONTINUE TO BE HIGHER THAN THE STATE RATE OF 9.2 PER 100,000 POPULATION. (CHNA)FROM 2012 TO 2016 THE VIOLENT CRIME RATE PER 100,00 POPULATION INCREASED BY 95% IN NORTH ADAMS (705.3 TO 1375.2) AND 85.6% IN PITTSFIELD'S (425.7 TO. 790.1). HOWEVER, DURING THE SAME PERIOD MASSACHUSETTS, OVERALL, HAD A DECREASE OF 7.1% (405.5 TO 376.9). (CITY DATA)COMMUNITY PARTNERS NORTHERN BERKSHIRE COMMUNITY COALITION, THE BERKSHIRE YOUTH DEVELOPMENT PROJECT, BERKSHIRE UNITED WAY, AND THE RAILROAD STREET YOUTH PROJECT WITH THE SUPPORT OF BHS, CONDUCTED A COUNTY-WIDE PREVENTION NEEDS ASSESSMENT SURVEY IN 2021. THERE ARE SOME DIFFERENCES BETWEEN THE COUNTY, FOR EXAMPLE ALCOHOL USE IS MORE LIKELY IN CENTRAL COUNTY AND CIGARETTES ARE MORE LIKELY IN SOUTH COUNTY WHERE SUICIDAL IDEATION IS MORE LIKELY IN NORTH COUNTY. AMONG ADOLESCENTS, ALCOHOL, MARIJUANA, AND TOBACCO APPEAR TO BE THE MOST PREVALENT SUBSTANCES BEING USED. (CHNA) CONTINUED ON SCHEDULE O
PART VI, LINE 5: THE GOVERNING BODY OF BERKSHIRE MEDICAL CENTER (BMC) CONSISTS OF COMMUNITY VOLUNTEERS, PHYSICIAN REPRESENTATIVES OF THE HOSPITALS' MEDICAL STAFF AND, AND 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. BHS MAINTAINS A PATIENT AND FAMILY COUNCIL TO PROVIDE INPUT AND ADVICE ON A WIDE RANGE OF SERVICE TOPICS.THE MEDICAL STAFF OF BHS 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 WAY THOSE DEPARTMENTS ARE STRUCTURED.BMC REGULARLY EXPENDS PERSONNEL AND FINANCIAL RESOURCES IN SUPPORT OF COMMUNITY INITIATIVES THAT PROMOTE IMPROVEMENTS IN COMMUNITY HEALTH AND WELL-BEING AND FOR WHICH IT DOES NOT EXPECT REIMBURSEMENT. THE HOSPITAL UTILIZES SURPLUS FUNDS FOR CAPITAL IMPROVEMENTS AND TO MAINTAIN ACCESS TO PATIENT SERVICES AND EXPAND ACCESS POINTS OF CARE AND SERVICES THAT SUPPORT COMMUNITY BENEFIT PRIORITIES TO PATIENTS THROUGHOUT THE COMMUNITY. THE BERKSHIRE COUNTY COMMUNITY HAS LONG LABORED UNDER A CRITICAL PHYSICIAN SHORTAGE IN VARIOUS SPECIALTIES AND BHS HAS IN RECENT YEARS EXPENDED SIGNIFICANT PERSONNEL TIME AND FINANCIAL RESOURCES IN RECRUITING PHYSICIANS TO THE AREA AS DIRECT EMPLOYEES OF BHS 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. THE HEALTH SYSTEM IS ALSO FACING CRITICAL SHORTAGES IN VARIOUS AREAS OF NURSING AND HEALTHCARE. AS DISCUSSED AT GREATER LENGTH IN THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), BMC CONTINUALLY GOES ABOVE AND BEYOND TO SUPPORT THE HEALTH OF THE COMMUNITY THROUGH EXTENSIVE COMMUNITY OUTREACH PROGRAMS AND SUPPORT, COMPREHENSIVE, COMMUNITY-BASED INITIATIVES TO ADDRESS SUCH DIVERSE HEALTHCARE CHALLENGES AS DIABETES, HYPERTENSION AND HEART FAILURE, SMOKING CESSATION, FALLS PREVENTION, AND CHRONIC PAIN MANAGEMENT/NARCOTICS USE AND DIVERSION, AND ACCESS TO CARE.EXAMPLES OF BMC PROMOTING THE HEALTH OF THE COMMUNITY IN FY21 INCLUDES BUT IS NOT LIMITED TO:DONATED FUNDS TO COMMUNITY EVENTS, LOCAL SPORTS TEAMS, ORGANIZATIONS, AND INITIATIVESHOSTED SEVERAL COMMUNITY EVENTS INCLUDING A SUPPORT GROUPS AND COMMUNITY EDUCATION, BMC INDEPENDENCE DAY RUN, BERKSHIRES 150, FOOD SERVICE DONATION TO HOMELESS SHELTERS MEDICAL STUDENTS PROVIDING HEALTH EDUCATION AT COMMUNITY EVENTSMEMBERS OF THE WELLNESS PROGRAM AND MANAGEMENT TEAM PROVIDING BLOOD PRESSURE SCREENINGS, HEALTH EDUCATION, ENVIRONMENTAL CLEAN UPS, AND OTHER COMMUNITY VOLUNTEERISMOFFERED COMMUNITY PARTNERS FREE ACCESS TO COMMUNITY HEALTH WORKER TRAINING PROGRAMPROVIDED JOURNEY TO HEALTH, A SERIES OF CLASSES ON HEALTH AND WELLBEING WITH PRESENTATIONS DELIVERED BY DOCTORS, NURSES, DIETITIANS, AND SOCIAL WORKERSSUPPORTED A WIDE VARIETY OF COMMUNITY ORGANIZATIONS AND INITIATIVES INCLUDING HEALTH RELATED ORGANIZATIONS SUCH AS THE BRIEN CENTER (MENTAL HEALTH AND ADDICTION TREATMENT), THE ELIZABETH FREEMAN CENTER (RAPE AND SEXUAL ASSAULT SUPPORT), HILLCREST EDUCATIONAL CENTERS (EDUCATION FOR YOUTH WITH DEVELOPMENTAL DISABILITIES), AND THE DARE PROGRAM (DRUG-RESISTANCE PROGRAM FOR KIDS)SUPPORTED SIGNIFICANT COMMUNITY EDUCATIONAL AND CULTURAL INSTITUTIONS IN OUR AREA INCLUDING BERKSHIRE COMMUNITY COLLEGE, BERKSHIRE THEATRE GROUP, MASSACHUSETTS COLLEGE OF LIBERAL ARTS, THE PITTSFIELD PARADE COMMITTEE, GIRLS INC., AND COMMUNITY ACCESS TO THE ARTSASSISTED COMMUNITY AGENCIES WITH NALOXONE AND EDUCATION
PART VI, LINE 6: BMC IS A PART OF AN INTEGRATED, NON-PROFIT HEALTHCARE SYSTEM THAT INCLUDES (A) A TEACHING HOSPITAL, (B) A CRITICAL ACCESS COMMUNITY HOSPITAL, (C) A LARGE, MULTISPECIALTY FACULTY PRACTICE ORGANIZATION, (D) A HOME HEALTH AGENCY AND (E), BY CONTRACT AND CLOSE COORDINATION, A NON-PROFIT SENIOR CARE ORGANIZATION THAT INCLUDES SUB-ACUTE SERVICES IN REHABILITATION AND LONG TERM CARE FACILITIES, ASSISTED LIVING FACILITIES, HOSPICE CARE SERVICES, SENIOR DAY CARE AND OTHER ELDERCARE SERVICES. BMC ENGAGES IN HEALTHCARE NEEDS ASSESSMENT AND PLANNING ON A SYSTEM-WIDE BASIS, WITH A GOAL OF A SEAMLESS TRANSITION OF PATIENT-CENTERED CARE ACROSS THE SPECTRUM OF SERVICES OFFERED BY EACH OF THE SYSTEM'S COMPONENT ENTITIES. BMC, ALONG WITH ITS AFFILIATES, CONTINUES TO DEVELOP INTEGRATED CLINICAL AND INFORMATION SYSTEMS ACROSS THE ENTIRE ORGANIZATION SO AS TO RENDER CARE EFFICIENTLY, EFFECTIVELY AND CONSISTENTLY AT EVERY CARE SITE. THE BMC AFFILIATES SUCH, AS THE PHYSICIAN FACULTY PRACTICE, ARE FULLY INTEGRATED INTO OUR COMMUNITY BENEFIT PROCESS AND SUPPORT THE ORGANIZATION'S PRIORITIES BY HONORING OUR FREE CARE GUIDELINES AND IN ENGAGING IN SPECIFIC PROGRAMS AND INITIATIVES DESIGNED TO MEET COMMUNITY NEED.
PART VI, LINE 7, REPORTS FILED WITH STATES MA
Schedule H (Form 990) 2021
Additional Data


Software ID:  
Software Version:  
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
BERKSHIRE MEDICAL CENTER INC
 
Employer identification number

04-2791396
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1DAVID PHELPS
TRUSTEE/PRESIDENT TERM ENDED 1/1/22
(i)

(ii)
0
-------------
1,090,852
0
-------------
0
0
-------------
46,780
0
-------------
13,050
0
-------------
38,402
0
-------------
1,189,084
0
-------------
0
2DARLENE RODOWICZ
PRESIDENT/TRUSTEE TERM BEGAN 1/1/22
(i)

(ii)
0
-------------
542,023
0
-------------
0
0
-------------
63,108
0
-------------
12,083
0
-------------
34,401
0
-------------
651,615
0
-------------
0
3TONY MAKDISI MD
HOSPITALIST
(i)

(ii)
578,514
-------------
0
9,996
-------------
0
2,934
-------------
0
12,800
-------------
0
32,674
-------------
0
636,918
-------------
0
0
-------------
0
4ROBIN BURNS-LAMBERT MD
ANESTHESIOLOGIST
(i)

(ii)
562,286
-------------
0
0
-------------
0
5,471
-------------
0
12,517
-------------
0
32,782
-------------
0
613,056
-------------
0
0
-------------
0
5RAYMOND GARY SOHL MD
ANESTHESIOLOGIST
(i)

(ii)
535,412
-------------
0
0
-------------
0
8,120
-------------
0
8,453
-------------
0
37,315
-------------
0
589,300
-------------
0
0
-------------
0
6SEETHA MUTHAVARAPU MD
HOSPITALIST
(i)

(ii)
504,277
-------------
0
8,871
-------------
0
2,766
-------------
0
13,050
-------------
0
32,733
-------------
0
561,697
-------------
0
0
-------------
0
7BARANI MAYIL VAGANAN MD
GASTROENTEROLOGIST
(i)

(ii)
464,055
-------------
0
47,345
-------------
0
2,308
-------------
0
13,050
-------------
0
26,650
-------------
0
553,408
-------------
0
0
-------------
0
8MICHAEL MCHUGH MD
CHAIRMAN-E.D. MEDICINE
(i)

(ii)
420,735
-------------
0
65,041
-------------
0
16,679
-------------
0
13,050
-------------
0
33,679
-------------
0
549,184
-------------
0
0
-------------
0
9ANDREW MANZER
CHIEF OPERATING OFFICE
(i)

(ii)
451,448
-------------
0
0
-------------
0
51,127
-------------
0
12,275
-------------
0
30,552
-------------
0
545,402
-------------
0
0
-------------
0
10SCOTT ST GEORGE
TREASURER
(i)

(ii)
0
-------------
480,696
0
-------------
0
0
-------------
37,308
0
-------------
895
0
-------------
10,744
0
-------------
529,643
0
-------------
0
11ALEC R BELMAN MD
TRUSTEE/PHYSICIAN TERM BEGAN 1/22
(i)

(ii)
0
-------------
347,321
0
-------------
16,696
0
-------------
2,637
0
-------------
13,050
0
-------------
37,267
0
-------------
416,971
0
-------------
0
12MICHAEL MCINERNEY MD
TRUSTEE/PHYSICIAN TERM ENDED 12/21
(i)

(ii)
0
-------------
265,072
0
-------------
21,779
0
-------------
6,982
0
-------------
10,724
0
-------------
33,340
0
-------------
337,897
0
-------------
0
13BRIAN BURKE MD
TRUSTEE/PHYSICIAN TERM END 12/21
(i)

(ii)
0
-------------
191,950
0
-------------
0
0
-------------
5,571
0
-------------
8,955
0
-------------
27,098
0
-------------
233,574
0
-------------
0
14EDMUND HORNSTEIN DO
TRUSTEE
(i)

(ii)
0
-------------
0
0
-------------
0
192,314
-------------
0
0
-------------
0
0
-------------
0
192,314
-------------
0
0
-------------
0
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART II IN REFERENCE TO FORM 990, PART VII AND SCHEDULE J PART II, NO COMPENSATION IS PAID BY THE FILING ENTITY TO ANY DIRECTOR (TRUSTEE) FOR HIS OR HER ROLE AS DIRECTOR (TRUSTEE). THE OFFICERS OF THE FILING ENTITY ARE COMPENSATED FOR THEIR ROLES AS OFFICERS. PHYSICIANS WHO SERVE AS DIRECTOR (TRUSTEE) ARE COMPENSATED FOR THEIR ROLES AS PHYSICIANS. COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES IS REVIEWED AND ESTABLISHED AT LEAST BIANNUALLY BY THE INDEPENDENT VOLUNTEER GOVERNING BODY OF BERKSHIRE HEALTH SYSTEMS, INC. (PARENT ORGANIZATION OF THE FILING ENTITY), BASED ON PERFORMANCE REVIEWS AND COMPARISON TO INDEPENDENTLY ESTABLISHED, REGIONALLY APPROPRIATE BENCHMARKS FOR SIMILAR POSITIONS IN SIMILARLY SIZED HEALTHCARE ORGANIZATIONS, AS VERIFIED BY INDEPENDENT, NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS SET IN ACCORDANCE WITH GOVERNING-BODY ESTABLISHED PRINCIPLES BASED ON COMPARABLE BENCHMARK IDENTIFIED BY SUCH INDEPENDENT CONSULTANTS. IN THE REPORTING YEAR, THE GOVERNING BODY TARGETED TOTAL COMPENSATION FOR MANAGEMENT EMPLOYEES AT THE 60TH PERCENTILE OF APPROPRIATE.
Schedule J (Form 990) 2021

Additional Data


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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
BERKSHIRE MEDICAL CENTER INC
 
Employer identification number
04-2791396
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A MDFA BHS SERIES I
 
04-3431814 57584YP94 08-03-2021 58,923,326 REFUND SERIES G BONDS   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired ..................        
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 58,923,326      
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 844,443      
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............        
11 Other spent proceeds ............. 58,078,883      
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2021
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
X              
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X            
16 Has the final allocation of proceeds been made? .......... X              
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X              
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X            
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X            
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............   X            
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? .............   X            
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet        
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet        
6 Total of lines 4 and 5 .............        
7 Does the bond issue meet the private security or payment test? ...   X            
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X            
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X              
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X            
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? ....... X              
b Exception to rebate? ........   X            
c No rebate due? .........   X            
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X            
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X            
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X            
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X            
7 Has the organization established written procedures to monitor the requirements of section 148? ... X              
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X              
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K (Form 990) 2021

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SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
BERKSHIRE MEDICAL CENTER INC
 
Employer identification number

04-2791396
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 1 99,660 FAIR MARKET VLAUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2021)
Schedule M (Form 990) (2021)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, COLUMN (B): ORGANIZATION RECEIVED ONE CONTRIBUTION OF PUBLICLY TRADED STOCK.
Schedule M (Form 990) (2021)

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SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
BERKSHIRE MEDICAL CENTER INC
 
Employer identification number

04-2791396
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 6 BERKSHIRE HEALTH SYSTEMS, INC. IS THE SOLE CORPORATE MEMBER OF BERKSHIRE MEDICAL CENTER, INC.
FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES IS COMPOSED OF THE INCUMBENT MEMBERS OF THE BOARD OF TRUSTEES OF BERKSHIRE HEALTH SYSTEMS, INC.
FORM 990, PART VI, SECTION B, LINE 11B BHS WILL MAKE THE FORMS 990 FOR BHS AND AFFILIATES AVAILABLE TO THE MEMBERS OF THE RESPECTIVE GOVERNING BODIES FOR THEIR REVIEW BY (A) SENDING COPIES TO THEM PHYSICALLY OR ELECTRONICALLY, OR (B) NOTIFYING THE MEMBERS THAT THE FORMS 990 CAN BE ACCESSED BY A SECURE WEB-BASED FOLDER BEFORE THEY ARE FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES ITS CONFLICT OF INTEREST POLICY BY REQUIRING ALL MEMBERS OF THE GOVERNING BODY AND ALL OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST (A) ANNUALLY AND (B) AS POTENTIAL CONFLICTS ARISE. THE EXECUTIVE COMMITTEE OF THE GOVERNING BODY IS CHARGED WITH REVIEWING POTENTIAL CONFLICTS OF INTEREST INVOLVING MEMBERS OF THE GOVERNING BODY OR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION. THE PRESIDENT AND CHIEF EXECUTIVE OFFICER IS CHARGED WITH REVIEWING POTENTIAL CONFLICTS OF INTEREST INVOLVING ANY OTHERS. OFFICERS (INCLUDING THE PRESIDENT AND CHIEF EXECUTIVE OFFICER), KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES ARE NOT PERMITTED TO HAVE MATERIAL CONFLICTS OF INTEREST. THE DISINTERESTED MEMBERS OF THE GOVERNING BODY ARE CHARGED WITH DETERMINING WHETHER A CONFLICT EXISTS IN THE CASE OF MEMBERS OF THE GOVERNING BODY AND HOW THE AFFECTED MEMBER IS TO ABSTAIN FROM ACTION THAT MAY BE INFLUENCED BY HIS OR HER CONFLICT OR POTENTIAL CONFLICT, INCLUDING BY (A) NOT VOTING OR (B) NOT VOTING AND LEAVING THE ROOM OR (C) LEAVING THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CHIEF EXECUTIVE OFFICER IS REVIEWED AND ESTABLISHED AT LEAST BIANNUALLY BY THE INDEPENDENT, VOLUNTEER, BHS GOVERNING BODY, BASED ON PERFORMANCE REVIEWS AND COMPARISON TO INDEPENDENTLY ESTABLISHED, REGIONALLY APPROPRIATE BENCHMARKS FOR SIMILAR POSITIONS IN SIMILARLY SIZED HEALTHCARE ORGANIZATIONS, AS VERIFIED BY INDEPENDENT, NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS SET IN ACCORDANCE WITH GOVERNING BODY-ESTABLISHED PRINCIPLES BASED ON COMPARABLE BENCHMARK IDENTIFIED BY SUCH INDEPENDENT CONSULTANTS. IN THE REPORTING YEAR, THE GOVERNING BODY TARGETED TOTAL COMPENSATION FOR MANAGEMENT EMPLOYEES AT THE 60TH PERCENTILE OF APPROPRIATE BENCHMARKS. THE ORGANIZATION FOLLOWED THIS PROCESS FOR THE TAX YEAR BEING REPORTED.
FORM 990, PART VI, SECTION C, LINE 18 BERKSHIRE MEDICAL CENTER, INC'S FORM 990 REPORT IS AVAILABLE ON THE FOLLOWING WEBSITES: GUIDESTAR AT WWW.GUIDESTAR.ORG OFFICE OF THE MA ATTORENY GENERAL AT WWW.CHARITIES.AGO.STATE.MA.US/CHARITIES/
FORM 990, PART VI, SECTION C, LINE 19 GOVERNANCE DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE 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 XI, LINE 9: EQUITY TRANSFER -25,439,663.
SCHEDULE H PART V SECTION B LINE 5 CHRONIC CONDITIONS CHRONIC HEALTH CONDITIONS REMAIN PRIORITIZED NEEDS. CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD), CARDIOVASCULAR DISEASE, AND OTHER CHRONIC CONDITIONS THAT ARE ALSO RISK FACTORS FOR HEART DISEASE - DIABETES AND OBESITY - ALSO SHOW DISPARITIES, WITH HIGHER RATES AMONG BLACK RESIDENTS. ANOTHER CHRONIC CONDITION, ALZHEIMER'S DISEASE, APPEARS TO HAVE BEEN AFFECTED BY COVID-19, WITH THE U.S. CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) REPORTING THAT THERE WERE 16% MORE DEATHS FROM THIS AND OTHER FORMS OF DEMENTIA IN 2020 COMPARED TO THE PRIOR FIVE-YEAR AVERAGE. CANCER HOSPITAL ADMISSION RATES DECREASED ACROSS THE SERVICE AREA. THE SERVICE AREA SAW AN INCREASE IN RESIDENTS AGED 65 AND OLDER LIVING IN THE AREA, AND ADVANCED AGE (65 AND OLDER) IS A RISK FACTOR FOR CANCER. ACCESS TO PHYSICAL ACTIVITY AND A HEALTHY DIET CONTRIBUTE TO HEALTH AND WELL-BEING, AND YOUTH AND ADULTS ARE NOT GETTING THE RECOMMENDED INTAKE OF FRUITS AND VEGETABLES AND LEISURE-TIME PHYSICAL ACTIVITY. BERKSHIRE COUNTY HAS THE HIGHEST RATE OF PREMATURE DEATH UNDER AGE 75 IN MASSACHUSETTS, WITH BLACK RESIDENTS IN BERKSHIRE COUNTY DISPROPORTIONATELY IMPACTED BY PREMATURE DEATH. HOUSING AND HOMELESSNESS AFFORDABLE, ACCESSIBLE, AND SUPPORTIVE HOUSING IS A KEY CONTRIBUTOR TO HEALTH, AND COVID-19 HAS CONTRIBUTED TO HOUSING CHALLENGES. SEVERAL KEY INFORMANT INTERVIEWS FOR THIS REPORT IDENTIFIED SAFE AND AFFORDABLE HOUSING AS ONE OF THE TOP HEALTH-RELATED CONCERNS. MORE THAN ONE IN FOUR (26%) OF HOUSEHOLDS IN THE SERVICE AREA QUALIFY AS HOUSING-COST BURDENED, MEANING THEY SPEND 30% OR MORE OF THEIR INCOME ON HOUSING. UNAFFORDABLE HOUSING CORRELATES WITH A GREATER-THAN-AVERAGE PREVALENCE OF HOMELESSNESS - A SITUATION THAT HAS WORSENED OVER THE PAST DECADE. THE PANDEMIC HAS CORRELATED WITH A GENERAL INCREASE IN HOUSING PRICES THAT HAS MOVED HOMEOWNERSHIP - A COMMON VEHICLE FOR WEALTH-GENERATION - OUT OF REACH FOR MANY. THE SHORT-TERM MIGRATION OF NEW YORK AND BOSTON RESIDENTS TO THE COUNTY TO ESCAPE THE PANDEMIC FURTHER IMPACTED HOUSING AFFORDABILITY AND ACCESS. A RECENT RISE IN INTEREST RATES HAS MADE HOMEOWNERSHIP EVEN LESS ATTAINABLE. TRANSPORTATION AFTER HOUSING, TRANSPORTATION WAS THE SECOND MOST PRESSING ISSUE IDENTIFIED BY KEY INFORMANTS AND PUBLIC HEALTH OFFICIALS IN BERKSHIRE COUNTY. RELIABLE TRANSPORTATION IS A CRITICAL PART OF DAILY LIFE, ALLOWING INDIVIDUALS TO GO TO WORK, TRAVEL TO THE GROCERY STORE, AND GET TO MEDICAL APPOINTMENTS. TRANSPORTATION TO GET TO MEDICAL APPOINTMENTS IS A PARTICULARLY DIFFICULT ISSUE FOR CHILDREN AND ADULTS LIVING WITH DISABILITIES, OLDER ADULTS, AND LIMITED-INCOME POPULATIONS. APPROXIMATELY ONE IN TEN (9%) OF SERVICE AREA RESIDENTS REPORT NOT HAVING ANY ACCESS TO A VEHICLE. THE COVID-19 PANDEMIC EXACERBATED PROBLEMS OF ACCESS TO TRANSPORTATION. ACCORDING TO A REPORT BY THE BUREAU OF LABOR STATISTICS, THE PRICE OF USED CARS INCREASED BY 41% IN THE 12 MONTHS BETWEEN JANUARY 2021 AND JANUARY 2022. FUEL COSTS HAVE INCREASED BY 47% OVER THE SAME INTERVAL. THIS MEANS THAT RELIABLE TRANSPORTATION HAS BECOME LESS AFFORDABLE FOR MANY. PRIORITY POPULATIONS THIS CHNA IDENTIFIED MANY INEQUITIES IN PRIORITIZED HEALTH NEEDS AMONG YOUTH, OLDER ADULTS, AND MEDICALLY UNDERSERVED INDIVIDUALS. ALSO, THOSE WHO ARE BLACK OR LATINO/A/E EXPERIENCE FURTHER INEQUITIES, AS THEY OR THEIR FAMILIES HAVE A LOWER MEDIAN INCOME THAN WHITE RESIDENTS, MAKING IT HARDER FOR THEM TO AFFORD BASIC NEEDS AND TO ACCESS QUALITY HEALTH CARE. THEY ALSO EXPERIENCE FRAGMENTATION OF CARE, INDIVIDUAL AND SYSTEMIC RACISM WITHIN HEALTH CARE INSTITUTIONS, AND LACK OF CARE THAT IS CULTURALLY AND LINGUISTICALLY APPROPRIATE. THE PANDEMIC EXACERBATED EXISTING INEQUITIES. THERE WERE HIGHER RATES OF INFECTION AND DEATH IN BERKSHIRE COUNTY RELATIVE TO SOME OF THE OTHER WESTERN MASSACHUSETTS COUNTIES. NATIONAL TRENDS INDICATE THAT OLDER ADULTS, COMMUNITIES OF COLOR, AND THOSE WITH LIMITED MEANS SUFFERED HIGHER RATES OF BOTH INFECTION AND DEATH. BASED ON NATIONAL STUDIES, THE PANDEMIC-INDUCED UPHEAVAL IN THE ECONOMY AND THE SHIFT TO REMOTE SCHOOLING DISPROPORTIONATELY HARMED WOMEN OF COLOR AND CAUSED DISRUPTIONS IN EDUCATION FOR YOUTH. THE PANDEMIC ALSO HAD SIGNIFICANT EFFECTS ON MENTAL HEALTH. LGBTQIA+ YOUTH, YOUTH WITH DISABILITIES, AND OLDER ADULTS EXPERIENCED HIGH RATES OF DEPRESSION AND ANXIETY DURING COVID-19 COMPARED TO OTHER GROUPS. MEDICALLY UNDERSERVED INDIVIDUALS EXPERIENCE COMPLEX HEALTH NEEDS THAT OFTEN HAVE ROOTS IN SYSTEMIC BARRIERS. THESE INCLUDE HIGH RATES OF SUBSTANCE USE, MENTAL ILLNESS, CHRONIC DISEASE, AND INFECTIOUS DISEASE - WHICH OFTEN CO-OCCUR. THIS POPULATION IS DISPROPORTIONATELY COMPOSED OF PEOPLE WITH LIMITED INCOMES, IMMIGRANTS, AND INDIVIDUALS OF COLOR. IMMIGRANTS WERE ALSO AT GREATER RISK FOR COVID-19 INFECTION AND DEATH. ADDITIONALLY, THEY FACE BARRIERS DUE TO THE STIGMA ASSOCIATED WITH BEING AN IMMIGRANT, AND DISCRIMINATION IN ACCESSING HOUSING AND EMPLOYMENT. IN SUM, FOR SO MANY FACETS OF HEALTH AND HEALTH CARE, COVID-19 DEEPENED INEQUITIES. VIRTUALLY EVERY PRIORITIZED HEALTH NEED WAS AFFECTED BY THE PANDEMIC, AND PEOPLE WITH ONE OR MORE MARGINALIZED IDENTITIES OFTEN FELT THE COMPOUNDING EFFECTS.
SCHEDULE H, PART V SECTION B LINE 11 OBESITY - BERKSHIRE MEDICAL CENTER HAS SEVERAL PROGRAMS FOCUSED ON REDUCING OBESITY AMONG BOTH YOUTH AND ADULT POPULATIONS. OPERATION BETTER START (OBS) IS A UNIQUE PROGRAM THAT WORKS WITH FAMILIES AND CHILDREN TO PROVIDE NUTRITIONAL GUIDANCE AND EXERCISE PROGRAMS. OBS PARTNERS WITH LOCAL PEDIATRICIANS AND THE PUBLIC SCHOOLS TO REACH AT RISK YOUTH AND FAMILIES. BMC WELLNESS AT WORK PROVIDES LOCAL BUSINESSES WITH TARGETED WELLNESS PROGRAMS FOR EMPLOYEES TO REDUCE OBESITY AND OTHER CO-MORBIDITIES. TOBACCO USE/ NICOTINE DEPENDENCE- THIS NEED IS ADDRESSED BY BMC THROUGH "HYPNOSIS FOR QUITTING SMOKING", BEAT THE PACK (OFFERED TO EMPLOYEES), TOBACCO CESSATION EDUCATION AND, REFERRALS TO OTHER TOBACCO CESSATION PROGRAMS. ADDITIONALLY, OTHER COMMUNITY ORGANIZATIONS AND PROGRAMS THAT ARE ON THE FOREFRONT OF ADDRESSING THIS NEED INCLUDE: BERKSHIRE AHEC, TRI-TOWN HEALTH DEPARTMENT, MAKE SMOKING HISTORY THROUGH MASSACHUSETTS DPH, AND QUIT TO WIN THROUGH FALLON HEALTH. BMC REFERS TO THESE PROGRAMS FOR TOBACCO AND NICOTINE CESSATION EFFORTS. ACCESS TO CARE ACCESS FOR UNDER AND UNINSURED - BMC'S ADVOCACY FOR ACCESS PROGRAM CONNECTS THOUSANDS OF PEOPLE IN OUR COMMUNITY TO HEALTH INSURANCE OPTIONS AVAILABLE THROUGH MASSHEALTH AND OTHER PROGRAMS. ENHANCING ACCESS AND THE HEALTHCARE WORKFORCE - THE REGION'S SIGNIFICANT RELIANCE ON GOVERNMENT-REIMBURSED SERVICES CAN HAVE A DIRECT INFLUENCE ON LOCALLY AVAILABLE PROGRAMS AND SERVICES. BHS CONTINUES TO FACE STAFFING CHALLENGES, LIKE THOSE EXPERIENCED ACROSS THE NATION AND IS EXPLORING CAREER TRAINING PROGRAMS THAT CAN SIMULTANEOUSLY HELP TO REDUCE CLINICIAN SHORTAGES AND HELP TO RAISE MEDIAN INCOME LEVELS THROUGH STRONG EMPLOYMENT OPPORTUNITIES FOR BERKSHIRE RESIDENTS. SOCIAL ECONOMIC COMMUNITY DEVELOPMENT/ ENGAGEMENT - BMC WORKS IN COLLABORATION WITH NUMEROUS COMMUNITY ORGANIZATIONS ON PROGRAMS THAT ARE AIMED AT IMPROVING COMMUNITY DEVELOPMENT, SOME OF OUR PARTNERS INCLUDE: NORTHERN BERKSHIRE COMMUNITY COALITION, THE BERKSHIRE UNITED WAY, LOCAL SENIOR CENTERS, CITY GOVERNMENT IN PITTSFIELD AND NORTH ADAMS, AND MORE. EMERGENCY PREPAREDNESS - WORKING IN PARTNERSHIP WITH COMMUNITY ORGANIZATIONS, INCLUDING LOCAL FIRE AND POLICE DEPARTMENTS, EMS PROVIDERS, REGIONAL EMERGENCY RESPONSE COMMITTEES AND THE COUNTY BOARDS OF HEALTH ASSOCIATION, BMC HAS A COMPREHENSIVE EMERGENCY PREPAREDNESS PROGRAM. THIS PROGRAM WORKS TO IMPROVE RESPONSE TO POTENTIAL COMMUNITY EMERGENCIES THROUGH REGULAR TABLETOP AND LIVE-ACTION DRILLS. BMC'S EMERGENCY OPERATIONS ALSO HAS PLANS IN PLACE FOR RESPONSE TO A WIDE VARIETY OF POTENTIAL EMERGENCIES, INCLUDING MASS CASUALTY, ELECTRICAL OUTAGES, FLOODING, SNOW/ICE STORM, AND MANY OTHERS. HEALTHCARE DISPARITIES - BMC ACTIVELY WORKS TO REDUCE HEALTH DISPARITIES IN THE COMMUNITY THROUGH EXPANDED ACCESS TO PRIMARY CARE AND SPECIALTY SERVICES, RECRUITMENT OF HEALTHCARE PROFESSIONALS WITH VARIED BACKGROUNDS AND LANGUAGE COMPETENCY, AND A DEDICATED TRANSLATION SERVICE THAT CAN PROVIDE PATIENTS WITH ACCESS TO CARE USING THEIR OWN LANGUAGE, WITH PROFESSIONAL HEALTH INTERPRETERS AND/OR ACCESS TO ELECTRONIC SERVICES THAT CAN PROVIDE INTERPRETATION. NUMEROUS COMMUNITY EFFORTS ARE ALSO USED TO REACH AS MANY AS POSSIBLE IN THE COMMUNITY, INCLUDING COMMUNITY HEALTH WORKERS THAT CAN HELP COMMUNITY MEMBERS OVERCOME BARRIERS SUCH AS TRANSPORTATION, FOOD INSECURITY, HOUSING, TELEPHONE ACCESS, AND MUCH MORE. MATERNAL/CHILD HEALTH - BMC HAS NUMEROUS PROGRAMS DESIGNED TO AID NEW MOTHERS AND NEWBORNS IN ATTAINING OPTIMAL HEALTH DURING AND AFTER PREGNANCY, INCLUDING PRE-NATAL CLASSES AND CLASSES FOR NEW PARENTS. IN ADDITION, THE BERKSHIRE NORTH WOMEN, INFANTS, AND CHILDREN'S PROGRAM, OPERATED BY BMC, PROVIDES ACCESS TO NUTRITIONAL SERVICES AND HEALTHY FOOD OPTIONS, AND OPERATION BETTER START PROVIDES FAMILY SERVICES THAT CAN HELP THE NEWBORN AND FAMILY TO MAINTAIN A HEALTHY LIFESTYLE. SAFETY/ VIOLENCE PREVENTION -BMC SECURITY COLLABORATES WITH MANY COMMUNITY AGENCIES ON SUBSTANCE ABUSE PREVENTION AND TREATMENT AND WORKS REGULARLY WITH AREA POLICE DEPARTMENTS AS WELL AS THE BERKSHIRE COUNTY HOUSE OF CORRECTION TO ENSURE SAFETY OF THE HOSPITAL ENVIRONMENT AND THE SURROUNDING COMMUNITY. SOCIAL DETERMINANTS OF HEALTH- BMC UNDERSTANDS THAT SOCIOECONOMIC STATUS, EDUCATION, EMPLOYMENT, HOUSING, FOOD SECURITY, TRANSPORTATION AND SOCIAL PROTECTIVE FACTORS, ALL HAVE AN IMPACT ON THE PHYSICAL AND MENTAL WELLBEING OF THE POPULATION, INCLUDING THE CIRCUMSTANCES PEOPLE FIND THEMSELVES IN, AND IN MANY CASES THE LIFE CHOICES THEY MAKE OR ARE FORCED TO MAKE DUE TO SOCIAL OR ENVIRONMENTAL CONDITIONS. MANY OF BERKSHIRE COUNTY'S COMMUNITY ORGANIZATIONS DO AN OUTSTANDING JOB AT ADDRESSING THESE NEEDS ALREADY. BMC COLLABORATES WITH THESE ORGANIZATIONS AND HAS PLANS TO INCREASE PARTNERSHIP OVER THE NEXT YEAR TO FURTHER REDUCE SDOH BARRIERS. BERKSHIRE HEALTH SYSTEMS RECEIVED FUNDING FROM MA HEALTH TO PROVIDE EMERGENCY FOOD TO FACING FOOD ACCESS DIFFICULTIES OR INSECURITY DURING THE COVID-19 PANDEMIC AND DEVELOPED A GROCERY DELIVERY PROGRAM (GDP). IN 2021, THE GROCERY DELIVERY PROGRAM HAS CONTINUED AS A FLEXIBLE SERVICES PROGRAM. THE MTM AND GDP ARE OPERATIONALIZED IN COLLABORATION WITH THE BERKSHIRE COUNTY HOUSE OF CORRECTION. ADOLESCENT AND YOUTH PREGNANCY - BERKSHIRE UNITED WAY TAKES THE LEAD ON EFFORTS TO PROVIDE INFORMATIONAL AND EDUCATIONAL PROGRAMS TO YOUTH AND ADOLESCENTS TO REDUCE THE RATE OF PREGNANCY IN TEENS. BERKSHIRE MEDICAL CENTER WORKS IN COLLABORATION WITH THIS COMMUNITY PARTNER BY PARTICIPATING ON COMMITTEES, SHARING DATA, AND RESOURCES. WORKFORCE DEVELOPMENT ACCESS TO MEDICAL PROFESSIONALS - BMC HAS AN INTENSIVE PHYSICIAN AND PROVIDER RECRUITMENT PROGRAM, WHICH HAS SUCCEEDED IN SEVERAL PROFESSIONALS TO THE REGION YEARLY, PARTICULARLY IN AREAS OF CRITICAL NEED, SUCH AS: PRIMARY CARE, NEUROSURGERY AND NEUROLOGY, ORTHOPEDIC SURGERY, ENDOCRINOLOGY, AND OTHERS. THIS INCLUDES NOT ONLY PHYSICIANS, BUT ALSO NURSE PRACTITIONERS AND PHYSICIAN ASSISTANTS. TRAININGS FOR HEALTHCARE PROFESSIONALS, ALLIED HEALTHCARE WORKERS AND COMMUNITY HEALTH WORKERS- BMC SUPPORTS ITS EMPLOYEES TO ATTEND TRAININGS AND CERTIFICATIONS IN APPLICABLE AREAS, EXAMPLES OF THESE TRAININGS INCLUDE BRIDGES OUT OF POVERTY, COMMUNITY HEALTH WORKER CERTIFICATION, MENTAL HEALTH FIRST AID, MEDICAL ASSISTANT TRAINING, PHLEBOTOMY CERTIFICATION ETC. BY INVESTING IN OUR EMPLOYEES AND SUPPORTING OUR PARTNERS WE CAN BETTER SERVE THE NEEDS OF OUR COMMUNITY AT LARGE.
SCHEDULE H, PART VI LINE 4 COMMUNITY INFORMATION CONTINUED: IN MASSACHUSETTS, THE RISK FOR SUICIDE MORTALITY AND MORBIDITY VARIES SIGNIFICANTLY BY REGION. MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH IDENTIFIED BERKSHIRE COUNTY AS A REGION WITH YOUTH SUICIDE RATES/SUICIDAL BEHAVIORS INCLUDING RATES OF NON-FATAL SELF-INFLICTED INJURY HIGHER THAN THOSE IN THE STATE AND NATION. YOUTH BEHAVIOR NORTH 2021(N=482) CENTRAL 2021(N=831) SOUTH 2021(N=314) ALCOHOL USE 31.50% 37.50% 36.90% CIGARETTE USE 6.80% 9.30% 10.10% E-CIGARETTE USE 22.00% 26.10% 17.20% MARIJUANA USE 21.00% 27.30% 17.30% PLANNED SUICIDE IN LAST 12 MONTHS 17.20% 14.10% 15.20% ATTEMPTED SUICIDE IN LAST 12 MONTHS 7.70% 10.40% 8.00% DATA SOURCE: BERKSHIRE COUNTY PREVENTION NEEDS ASSESSMENT, 2021 OPIOIDS AND PRESCRIPTION DRUGS OVER THE PAST SEVERAL YEARS, USE OF DRUGS, PARTICULARLY OPIOIDS AND PRESCRIPTION DRUGS HAS EMERGED AS A GROWING BEHAVIORAL HEALTH ISSUE. BETWEEN 2010 AND 2020, THE NUMBER OF OPIOID-RELATED OVERDOSE DEATHS IN THE COUNTY INCREASED FROM 4 TO 56, A DRAMATIC SPIKE OF NEARLY 200%. OPIOID USAGE APPEARS TO BE MORE PREVALENT IN THE CENTRAL AND NORTHERN REGIONS OF BERKSHIRE COUNTY, AS EVIDENCED BY A HIGHER OVERDOSE RATE IN THOSE REGIONS. (HTTPS://WWW.MASS.GOV/DOC/OPIOID-RELATED-OVERDOSE-DEATHS -BY-COUNTY-NOVEMBER-2021/DOWNLOAD) IN AN ATTEMPT, TO AIDE IN THE REDUCTION OF OPIOID-RELATED OVERDOSE DEATHS MANY LOCAL PHARMACIES ARE CARRYING NASAL NARCAN THAT CAN BE PROVIDED WITHOUT A PHYSICIAN'S PRESCRIPTION. ADDITIONALLY, PATIENTS OR THEIR FRIENDS OR FAMILY WHO ARE BROUGHT TO ANY OF THE BERKSHIRE COUNTY EMERGENCY DEPARTMENT WITH AN OPIOID OVERDOSE ARE PROVIDED WITH NASAL NARCAN UPON DISCHARGE INFANT AND PERINATAL CARE AND CONTROLLED SUBSTANCES AS OPIOID USE HAS INCREASED IN OUR COMMUNITY, SO HAS THE USE OF OPIOIDS IN WOMEN OF CHILD-BEARING AGE. BABIES BORN TO MOTHERS WHO HAVE USED OPIOIDS DURING PREGNANCY ARE AT RISK FOR NEONATAL ABSTINENCE OR WITHDRAWAL, WHICH CAN HAVE BOTH SHORT-TERM AND LONG-TERM SIDE EFFECTS. ALTHOUGH RATES DECREASED BETWEEN 2020 AND 2021, BERKSHIRE COUNTY STILL HAD THE SECOND-HIGHEST RATE OF MOTHERS WHO USED OPIOIDS DURING PREGNANCY AND THE SECOND-HIGHEST RATE OF BABIES BORN WITHDRAWING FROM OPIOIDS IN THE STATE OF MASSACHUSETTS. IN BRISTOL COUNTY, MOTHERS WHO USED OPIOIDS OR BENZODIAZEPINES DURING PREGNANCY DECREASED 22% BETWEEN 2020 AND THE FIRST EIGHT MONTHS OF 2021 (FROM 11.2% TO 8.7%). IN BERKSHIRE COUNTY, THE HIGHEST RATE OF MOTHERS WHO USED OPIOIDS OR BENZODIAZEPINES DURING PREGNANCY DECREASED 53% (FROM 7.9% TO 3.7%). HTTPS://WWW.MASS.GOV/DOC/NEWBORN-AND-MATERNAL-SUBSTANCE-EXPOSURE -SURVEILLANCE-NOVEMBER-2021/DOWNLOAD) COVID-19 IN BERKSHIRE COUNTY: ON MARCH 6, 2020, BERKSHIRE MEDICAL CENTER REPORTED THE FIRST INPATIENT CASE OF COVID-19 IN THE COMMONWEALTH OF MASSACHUSETTS. SINCE THEN, BHS HAS BEEN ON THE LEADING EDGE OF COVID RESPONSE FOR TESTING, TREATMENT, AND VACCINATION, WORKING QUICKLY AND EFFICIENTLY TO SUPPORT THE NEEDS OF THE BERKSHIRE COMMUNITY DURING THE ONGOING PUBLIC HEALTH EMERGENCY. IN 2020, BERKSHIRE HEALTH SYSTEMS ESTABLISHED A COVID CALL CENTER AND OPENED OUTDOOR TESTING SITES IN NORTH ADAMS, PITTSFIELD, AND GREAT BARRINGTON. IN 2021 BHS OPENED PERMANENT TESTING SITES IN NORTH ADAMS, PITTSFIELD, AND GREAT BARRINGTON AND BEGAN PROVIDING COVID-19 VACCINATIONS AT ALL THREE OF THESE SITES. IN ADDITION TO OUR STAND-ALONE SERVICES, BHS WORKED WITH THE BERKSHIRE VACCINE COLLABORATIVE TO VACCINATE TENS OF THOUSANDS OF COMMUNITY MEMBERS THROUGH LARGE-SCALE PUBLIC HEALTH CLINICS. 2019 COUNTY HEALTH RANKINGS THE UNIVERSITY OF WISCONSIN POPULATION HEALTH INSTITUTE AND THE ROBERT WOOD JOHNSON FOUNDATION DEVELOPED THE "COUNTY HEALTH RANKINGS" TO HELP COMMUNITIES UNDERSTAND WHAT INFLUENCES HOW HEALTHY RESIDENTS ARE AND HOW LONG THEY WILL LIVE. THE RANKINGS LOOK AT A VARIETY OF MEASURES THAT AFFECT HEALTH SUCH AS THE RATE OF PEOPLE DYING BEFORE AGE 75, HIGH SCHOOL GRADUATION RATES, ACCESS TO HEALTHIER FOODS, AIR POLLUTION LEVELS, INCOME, RATES OF SMOKING, OBESITY AND TEEN BIRTHS. COUNTIES IN EACH OF THE 50 STATES ARE RANKED ACCORDING TO SUMMARIES OF A VARIETY OF HEALTH MEASURES. THOSE HAVING HIGH RANKS, E.G., 1 OR 2, ARE CONSIDERED TO BE THE "HEALTHIEST." COUNTIES ARE RANKED RELATIVE TO THE HEALTH OF OTHER COUNTIES IN THE SAME STATE ON THE FOLLOWING SUMMARY MEASURES: SUMMARY HEALTH OUTCOMES & HEALTH FACTORS RANKINGS COUNTIES RECEIVE TWO SUMMARY RANKS: 1. HEALTH OUTCOMES: RANKINGS ARE BASED ON AN EQUAL WEIGHTING OF ONE LENGTH OF LIFE MEASURE (MORTALITY) AND FOUR QUALITIES OF LIFE MEASURES (MORBIDITY). 2. HEALTH FACTORS: RANKINGS ARE BASED ON WEIGHTED SCORES OF FOUR TYPES OF FACTORS: I. HEALTH BEHAVIORS II. CLINICAL CARE III. SOCIAL AND ECONOMIC IV. PHYSICAL ENVIRONMENT OUT OF THE FOURTEEN COUNTIES OF MASSACHUSETTS, BERKSHIRE COUNTY RANKED: * HEALTH OUTCOMES: 13TH * HEALTH FACTORS: 11TH * HEALTH BEHAVIORS: 8TH * CLINICAL CARE: 5TH * SOCIAL AND ECONOMIC: 11TH * PHYSICAL ENVIRONMENT: 12TH WORKSITE WELLNESS PROGRAM: THE BERKSHIRE HEALTH SYSTEMS (BHS) WORKSITE WELLNESS PROGRAM IS A COMPREHENSIVE PROGRAM DEVELOPED FOR BHS EMPLOYEES, SPOUSES AND COMMUNITY AT LARGE. THE PROGRAM PROVIDES HEALTH RISK ANALYSES, SCREENINGS AND A RANGE OF PROGRAMS TO SUPPORT HEALTHY LIFESTYLES AND TO HELP REDUCE HEALTH COVERAGE COSTS THROUGHOUT BERKSHIRE COUNTY. THE WELLNESS INTEGRATIVE MODEL FOCUSES ON CREATING POSITIVE, SUSTAINABLE LIFESTYLE CHANGE BY FOSTERING PHYSICAL, MENTAL AND EMOTIONAL WELLNESS. IN 2021, BHS WELLNESS OFFERED MANY SERVICES TO EMPLOYEES AND EXTERNAL COMPANIES USING A VIRTUAL ENVIRONMENT WHILE CONTINUING WORK WITH HEALTH LIVING WORKSHOPS, IMPROVING RESILIENCY, FINANCIAL WELLNESS, TOBACCO TREATMENT AND ACCESS TO MENTAL HEALTH WITH AN APPLICATION CALLED TALKSPACE. HEALTH AND CLINICAL INDICATORS: ADDITIONAL HEALTH INFORMATION THAT HELPS DEPICT THE PROFILE OF BERKSHIRE COUNTY INCLUDES: HEART DISEASE MORTALITY AGE ADJUSTED ANNUAL DEATH RATES PER 100,000 IN BERKSHIRE COUNTY (291.1) IS ABOVE THE STATE (254.4) AND BELOW THE NATIONAL AVERAGE (317.4). (CHNA) THE LEADING CAUSES OF CANCER DEATHS IN BERKSHIRE COUNTY ARE LUNG, BREAST, PROSTATE, COLORECTAL AND PANCREATIC. OVERALL, CANCER DEATH RATES IN BERKSHIRE COUNTY HAVE BEEN STEADY SINCE 2000. THE TOTAL CANCER AGE-ADJUSTED DEATH RATE IS HIGHER (152.9) THAN THE STATE AVERAGE IN 2015-2019 OF 146.9. (CHNA) OUTCOME MEASURES FOR SUBSTANCE ABUSE IN 2019 INCLUDE 1,978 ADMISSIONS TO DETOX, 858 ADMISSIONS TO CLINICAL STABILIZATION SERVICES (CSS), 716 ADMISSIONS TO JONES 2, AND 482 ADMISSIONS TO JONES 3. DIABETES IS ONE OF THE MULTIPLE CONDITIONS CONSIDERED TO BE RELATED TO CARDIOVASCULAR DISEASE. 2021 DATA FROM COUNTY HEALTH RANKINGS SHOWS THAT BERKSHIRE COUNTY HAS THE SECOND-HIGHEST PREVALENCE OF DIABETES IN THE STATE OF MASSACHUSETTS AT 10.7%. (BERKSHIRE COUNTY, MA / DATA USA) SMOKING IS AN ADDICTION THAT CAN CONTRIBUTE TO MULTIPLE MEDICAL CONDITIONS, FROM CARDIOVASCULAR DISEASE TO CANCER. DATA FROM THE 2021 COUNTY HEALTH RANKINGS SHOWS THAT BERKSHIRE COUNTY HAS THE SECOND-HIGHEST PREVALENCE OF SMOKING IN THE STATE OF MASSACHUSETTS AT 19%. (ADULT SMOKING IN MASSACHUSETTS & COUNTY HEALTH RANKINGS & ROADMAPS). WORKFORCE SHORTAGES AND ACCESS TO CARE: BERKSHIRE COUNTY RANKS 5TH OF 14 COUNTIES IN THE STATE FOR CLINICAL CARE AND ACCESS. THOUGH THE COUNTY PRESENTS WELL IN TERMS OF PROVIDER TO PATIENT RATIOS, PATIENTS FREQUENTLY STRUGGLE WITH APPOINTMENT AVAILABILITY AND TRANSPORTATION TO AND FROM HEALTHCARE LOCATIONS. BHS CONTINUES TO FACE STAFFING CHALLENGES, LIKE THOSE EXPERIENCED ACROSS THE NATION. TO ADDRESS THESE ISSUES, BHS HAS BEGUN TO CREATE CAREER TRAINING PROGRAMS, PARTICULARLY IN NURSING AREAS, THAT CAN SIMULTANEOUSLY HELP TO REDUCE CLINICIAN SHORTAGES AND IMPROVE EMPLOYMENT OPPORTUNITIES FOR BERKSHIRE RESIDENTS. (CHNA)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
BERKSHIRE MEDICAL CENTER INC
 
Employer identification number

04-2791396
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)BERKSHIRE HEALTH SYSTEMS INC
725 NORTH ST

PITTSFIELD,MA01201
04-2442944
PARENT CORP MA 501 (C)(3) 12B-II N/A
 
No
(2)FAIRVIEW HOSPITAL
725 NORTH ST

PITTSFIELD,MA01201
04-2133860
ACUTE CARE MA 501 (C)(3) 3 N/A
 
No
(3)BERKSHIRE FACULTY SERVICES INC
725 NORTH ST

PITTSFIELD,MA01201
04-2995053
PHYSICIAN SVC MA 501 (C)(3) 12B-II N/A
 
No
(4)BHS MANAGEMENT SERVICES INC
725 NORTH ST

PITTSFIELD,MA01201
22-2755258
MANAGEMENT MA 501 (C)(3) 12B-II N/A
 
No






For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) TRI-STATE MEDICAL MANAGEMENT CORP

725 NORTH STREET
PITTSFIELD,MA01201
04-2913352
REAL ESTATE MANAGEMENT MA FAIRVIEW HOSPITAL
 
C     100.000 % Yes  
(2) BERKSHIRE ORTHOPAEDIC ASSOCIATES PC

24 PARK STREET
PITTSFIELD,MA01201
04-3017240
HEALTH SERVICES MA N/A
C         No
(3) BERKSHIRE FAMILY PRACTICE ASSOCIATES PC

20 ELM ST
PITTSFIELD,MA01201
84-2155335
HEALTH SERVICES MA N/A
C         No
(4) BERKSHIRE APOTHECARY INC

725 NORTH STREET
PITTSFIELD,MA01201
84-3975327
RETAIL PHARMACY MA BERKSHIRE MEDICAL CENTERINC
 
C     100.000 % Yes  
(5) BERKSHIRE EAR NOSE THROAT AND AUDIOLOGY PC

510 NORTH ST 10
PITTSFIELD,MA01201
22-2683819
HEALTH SERVICES MA N/A
C         No




Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2021

Additional Data


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