Civic Intelligence

Berkshire Retirement Community Inc

EIN 22-2579838 • 501(c)3 • Pittsfield, MA

Profile

Berkshire Retirement Community, Inc. is a not-for-profit consumer-centered organization committed to fulfilling the health and residential needs of the population in the communities we serve.

75 North Street Suite 210Pittsfield, MA 01201

www.berkshirehealthcare.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

92nd percentile

0.97x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

3.47x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

46th percentile

3.1%

Higher net margin than 46% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$861,681

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

52nd percentile

6.6%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

10%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$64,519,163

Up $3,976,254 (+6.6%) from 2023

Liabilities

Up

$62,549,167

Up $3,405,521 (+5.8%) from 2023

Net Assets

Up

$1,969,996

Up $570,733 (+41%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin46th percentile

Revenue

Up

$18,035,781

Up $1,670,398 (+10%) from 2023

Expenses

Up

$17,470,620

Up $1,345,022 (+8.3%) from 2023

Net Income

Up

$565,161

Up $325,376 (+136%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0-$20MAssets 2010: $49,633,038Liabilities 2010: $50,257,063Net Assets 2010: -$624,0252010Assets 2011: $50,029,298Liabilities 2011: $49,495,909Net Assets 2011: $533,3892011Assets 2012: $51,138,800Liabilities 2012: $49,567,232Net Assets 2012: $1,571,5682012Assets 2013: $53,683,065Liabilities 2013: $63,149,355Net Assets 2013: -$9,466,2902013Assets 2014: $54,600,390Liabilities 2014: $62,878,205Net Assets 2014: -$8,277,8152014Assets 2015: $52,909,019Liabilities 2015: $60,521,900Net Assets 2015: -$7,612,8812015Assets 2016: $54,938,040Liabilities 2016: $61,208,981Net Assets 2016: -$6,270,9412016Assets 2017: $55,784,514Liabilities 2017: $60,990,900Net Assets 2017: -$5,206,3862017Assets 2018: $56,845,605Liabilities 2018: $60,501,984Net Assets 2018: -$3,656,3792018Assets 2019: $59,320,694Liabilities 2019: $60,198,063Net Assets 2019: -$877,3692019Assets 2020: $60,115,226Liabilities 2020: $58,770,720Net Assets 2020: $1,344,5062020Assets 2021: $61,644,356Liabilities 2021: $59,187,497Net Assets 2021: $2,456,8592021Assets 2022: $57,622,143Liabilities 2022: $57,080,401Net Assets 2022: $541,7422022Assets 2023: $60,542,909Liabilities 2023: $59,143,646Net Assets 2023: $1,399,2632023Assets 2024: $64,519,163Liabilities 2024: $62,549,167Net Assets 2024: $1,969,9962024

Highlighted filing

2024

Assets$64,519,163
Liabilities$62,549,167
Net Assets$1,969,996
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0Expenses 2010: $11,825,7942010Expenses 2011: $12,554,8262011Expenses 2012: $13,134,2732012Revenue 2013: $15,648,595Expenses 2013: $13,344,157Net Income 2013: $2,304,4382013Revenue 2014: $14,558,058Expenses 2014: $13,336,858Net Income 2014: $1,221,2002014Revenue 2015: $14,411,287Expenses 2015: $13,196,946Net Income 2015: $1,214,3412015Revenue 2016: $14,788,169Expenses 2016: $13,473,819Net Income 2016: $1,314,3502016Revenue 2017: $15,207,711Expenses 2017: $13,991,062Net Income 2017: $1,216,6492017Revenue 2018: $15,439,426Expenses 2018: $13,698,410Net Income 2018: $1,741,0162018Revenue 2019: $15,481,651Expenses 2019: $13,551,464Net Income 2019: $1,930,1872019Revenue 2020: $15,318,500Expenses 2020: $13,741,582Net Income 2020: $1,576,9182020Revenue 2021: $15,914,894Expenses 2021: $13,940,600Net Income 2021: $1,974,2942021Revenue 2022: $15,849,506Expenses 2022: $15,005,818Net Income 2022: $843,6882022Revenue 2023: $16,365,383Expenses 2023: $16,125,598Net Income 2023: $239,7852023Revenue 2024: $18,035,781Expenses 2024: $17,470,620Net Income 2024: $565,1612024

Highlighted filing

2024

Revenue$18,035,781
Expenses$17,470,620
Net Income$565,161
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$64,519,163
Liabilities
$62,549,167
Net assets
$1,969,996
Revenue
$18,035,781
Expenses
$17,470,620
Net income
$565,161
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.5$62.5$1.97$18.0$17.5$0.57
2023Summary only. Only limited summary data is available for this year.$60.5$59.1$1.40$16.4$16.1$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.6$57.1$0.54$15.8$15.0$0.84
2021Summary only. Only limited summary data is available for this year.$61.6$59.2$2.46$15.9$13.9$1.97
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.1$58.8$1.34$15.3$13.7$1.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.3$60.2$0.88$15.5$13.6$1.93
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.8$60.5$3.66$15.4$13.7$1.74
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.8$61.0$5.21$15.2$14.0$1.22
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.9$61.2$6.27$14.8$13.5$1.31
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.9$60.5$7.61$14.4$13.2$1.21
2014Detailed filing. Detailed filing data is available for this year.$54.6$62.9$8.28$14.6$13.3$1.22
2013Detailed filing. Detailed filing data is available for this year.$53.7$63.1$9.47$15.6$13.3$2.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.1$49.6$1.57$13.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.0$49.5$0.53$12.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.6$50.3$0.62$11.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$18,035,781
Mission and Program Overview

Mission

Berkshire Retirement Community, Inc. is a not-for-profit consumer-centered organization committed to fulfilling the health and residential needs of the population in the communities we serve.

Skilled nursing facility and residential units

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$25,408,411$25,057,168▼ $351,243
Savings and Temporary Cash Investments$12,784,852$17,109,356▲ $4,324,504
Land, Buildings, and Equipment, Net$14,641,756$14,216,790▼ $424,966
Cash and Non-Interest-Bearing Accounts$3,650,374$3,847,452▲ $197,078
Rtn Earn Endowment Incm Other Fnds$1,399,263$1,969,996▲ $570,733
Prepaid Expenses and Deferred Charges$707,941$798,817▲ $90,876
Inventories for Sale or Use$28,201$28,201→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Accounts Receivable$-243,723$-237,888▲ $5,835
Total Assets$60,542,909$64,519,163▲ $3,976,254
Other Assets Total$3,565,097$3,699,267▲ $134,170
Liabilities
Other Liabilities$47,515,554$51,132,362▲ $3,616,808
Tax Exempt Bond Liabilities$8,260,358$7,366,548▼ $893,810
Accounts Payable and Accrued Expenses$1,985,482$2,326,053▲ $340,571
Deferred Revenue$1,382,252$1,724,204▲ $341,952
Total Liabilities$59,143,646$62,549,167▲ $3,405,521
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,399,263$1,969,996▲ $570,733
Total Liabilities and Net Assets / Fund Balance$60,542,909$64,519,163▲ $3,976,254

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$7,644,227$23,622,770$31,266,997
Equipment$1,865,652$15,050,567$16,916,219
Buildings$4,029,139$9,863,101$13,892,240
Land$560,331-$560,331
Other Land Buildings$117,441$183,601$301,042
Other Assets Org$411,461--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandra ShepardAdministratorFT$202,294$1,256$203,550
Michael D GreenDirector of Env SrvcsFT$104,681$25,198$129,879
Michael J PaglierDirector Food & NutritFT$102,772$25,198$127,970
Melody BlackDirector of Support SerFT$118,536$1,256$119,792
Jody ManzoliniDirector of MarketingFT$104,833$10,836$115,669

Board Members and Trustees

NameTitle
Carol RiordanChair
William C Jones JrPresident & CEO
Richard HerrickVice Chair
Dr Bruce AuerbachDirector
Eileen MyersDirector
Jerome AndersonDirector
Jerry BurkeDirector
Joel Feinman PhDDirector
John O'BrienDirector
Mike ChristopherDirector
Robin McGrawDirector
Ruth BlodgettDirector
Marcie GingrasClerk

Highest Paid Contractors

ContractorServicesLocationCompensation
Integritus Healthcare Management Services IncManagement Fee75 North Street Suite 210, Pittsfield, MA 01201$799,477
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,548,829
Investment Income
$1,085,422
Other Revenue
$401,530
Change in Net Assets
$565,161
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,909,821
Salaries, Compensation, and Employee Benefits$8,560,799
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,011,726$21,098-$7,032,824
Depreciation Depletion$2,344,276$7,054-$2,351,330
Other Employee Benefits$948,613$2,854-$951,467
Payroll Taxes$574,778$1,730-$576,508
Fees for Services Management-$473,601-$473,601
Interest-$364,566-$364,566
Insurance-$266,629-$266,629
Other Expenses$15,323$205,703-$15,323
Conferences and Meetings$9,664--$9,664
Travel$3,371--$3,371
All Other Expenses$-1,933,827--$-1,933,827
Total Functional Expenses$16,127,385$1,343,235$0$17,470,620
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Fees$42,432,487
Due to Affiliates 501(c)3$7,294,629
AR Advances Paid$942,388
Other Liabilities$411,461
Resident Funds$48,165
Due to Berkshire Health Systems, Inc.$3,230
Rounding$2

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMass Dev Finance Agency2015-06-23$14,923,500Refunding of existing bonds

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$14,923,500$14,625,000-$298,470

Bond Financing Compliance

Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested in GIC
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by executive management. Prior to filing, all members of theIntegritus Healthcare Inc., Board are provided with a copy of Form 990 via a secureintranet connection. The Integritus Healthcare Board delegates review of Form 990to its Finance Committee. Finance Committee members conduct their review of Form990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The organization enforces and monitors its conflict of interest policy by requiring all members of the governing body and senior employees to disclose potential conflicts of interest (a) annually and (b) as potential conflicts arise. Senior employees are not permitted to have material conflicts of interests and members of the governing body are to abstain from action that may be influenced by their conflict or potential conflict.”

Form 990, Part VI, Section B, Line 15A

“The Integritus Healthcare Board of Trustees reviews and approves the compensation of the CEO and President. Every two or three years, the organization engages a nationally recognized healthcare compensation firm to provide information concerning market rates of compensation and assess the organization's compensation structure against those independent benchmarks.”

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 the Clerk and Vice President and General Counsel at 75 North Street, Suite 210 Pittsfield, MA 01201.”

Filing and Contact Details

Filer

Filer Name
Berkshire Retirement Community Inc
EIN
22-2579838
Phone
4134472996
Address
75 North Street Suite 210, Pittsfield, MA 01201

Signing Officer

Name
William C Jones Jr
Title
President & CEO
Signed
2025-11-10

Organization Details

Principal Officer
William C Jones Jr
Formed
1989
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
13
Employees
193
Raw XML AppendixShowing 400 of 974 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/Form990PartVIISectionAGrp/PersonNm15Richard Herrick
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Dir Food & Nutrit
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