Civic Intelligence

89 South Care Support Inc

EIN 82-3380934 • 501(c)3 • Pittsfield, MA

Profile

The mission is to better serve the senior healthcare and service needs at our community. Our services focus on exceptional care and services in the home or other settings where seniors may call home and at the residences of 89 south. Our services and programs are designed to promote independence and well being.

89 South StreetPittsfield, MA 01201

www.berkshireplace.com

Siviq Scores

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

Liabilities / Assets

41st percentile

0.14x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

1.13x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

50th percentile

$252,155

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

140%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$34,207,175

Up $3,452,164 (+11%) from 2024

Liabilities

Down

$4,189,119

Down $49,968 (-1.2%) from 2024

Net Assets

Up

$30,018,056

Up $3,502,132 (+13%) from 2024

Revenue

Up

$4,605,952

Up $843,662 (+22%) from 2024

Expenses

Up

$1,646,220

Up $137,337 (+9.1%) from 2024

Net Income

Up

$2,959,732

Up $706,325 (+31%) from 2024

Trend Graphs

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2018: $14,088,276Liabilities 2018: $101,570Net Assets 2018: $13,986,7062018Assets 2019: $17,918,678Liabilities 2019: $3,618,034Net Assets 2019: $14,300,6442019Assets 2020: $20,701,508Liabilities 2020: $4,668,832Net Assets 2020: $16,032,6762020Assets 2021: $25,903,113Liabilities 2021: $4,938,986Net Assets 2021: $20,964,1272021Assets 2022: $26,959,750Liabilities 2022: $4,814,568Net Assets 2022: $22,145,1822022Assets 2023: $26,683,866Liabilities 2023: $4,373,983Net Assets 2023: $22,309,8832023Assets 2024: $30,755,011Liabilities 2024: $4,239,087Net Assets 2024: $26,515,9242024Assets 2025: $34,207,175Liabilities 2025: $4,189,119Net Assets 2025: $30,018,0562025

Highlighted filing

2025

Assets$34,207,175
Liabilities$4,189,119
Net Assets$30,018,056

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2018: $14,520,129Expenses 2018: $205,168Net Income 2018: $14,314,9612018Revenue 2019: $574,144Expenses 2019: $623,390Net Income 2019: -$49,2462019Revenue 2020: $698,998Expenses 2020: $1,213,508Net Income 2020: -$514,5102020Revenue 2021: $2,383,961Expenses 2021: $1,471,287Net Income 2021: $912,6742021Revenue 2022: $1,785,474Expenses 2022: $1,389,705Net Income 2022: $395,7692022Revenue 2023: $1,567,045Expenses 2023: $1,422,528Net Income 2023: $144,5172023Revenue 2024: $3,762,290Expenses 2024: $1,508,883Net Income 2024: $2,253,4072024Revenue 2025: $4,605,952Expenses 2025: $1,646,220Net Income 2025: $2,959,7322025

Highlighted filing

2025

Revenue$4,605,952
Expenses$1,646,220
Net Income$2,959,732

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Feb 26, 2026
Return Version
2024v5.5
Gross Receipts
$23,683,955
Mission and Program Overview

Mission

To enhance and improve the quality of life of older adults supported by berkshire retirement home, inc., and providing home care services and residency for older adults.

To enhance and improve the quality of life of older adults supported by berkshire retirement home, inc. And providing home care services and residency for older adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$24,301,734$27,840,740▲ $3,539,006
Land, Buildings, and Equipment, Net$5,860,583$5,649,170▼ $211,413
Savings and Temporary Cash Investments$400,631$466,690▲ $66,059
Accounts Receivable$136,480$134,464▼ $2,016
Cash and Non-Interest-Bearing Accounts$55,583$93,411▲ $37,828
Prepaid Expenses and Deferred Charges$0$22,700▲ $22,700
Total Assets$30,755,011$34,207,175▲ $3,452,164
Other Assets Total$0$0→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,579,012$3,463,372▼ $115,640
Other Liabilities$598,555$639,506▲ $40,951
Accounts Payable and Accrued Expenses$61,520$86,241▲ $24,721
Total Liabilities$4,239,087$4,189,119▼ $49,968
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$26,515,924$30,018,056▲ $3,502,132
Total Net Assets Fund Balance$26,515,924$30,018,056▲ $3,502,132
Total Liabilities and Net Assets / Fund Balance$30,755,011$34,207,175▲ $3,452,164

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,505,985$2,377,656$7,883,641
Equipment$135,685$9,121$144,806
Land$7,500-$7,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Edward ForfaExecutive DirectorPT$113,766$39,805$153,571

Board Members and Trustees

NameTitle
John MurphyPresident
Mark GilliganVice-president
Dorothy MaraMember/treasurer Until 10/24
Nelson FurlanoSecretary/clerk/immed Past Pres
Richard HerrickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$903,475
Program Service Revenue
$1,718,262
Investment Income
$1,984,215
Other Revenue
$0
All Other Contributions
$3,475
Change in Net Assets
$2,959,732
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$831,785
Other Expenses$814,435
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$555,522$33,267-$588,789
Depreciation Depletion$216,427$1,598-$218,025
Fees for Service Investment Mgmnt Fees-$197,734-$197,734
Current Officers, Directors, Trustees, and Key Employees-$165,487-$165,487
Interest$123,920$1,477-$125,397
Occupancy$61,758$685-$62,443
All Other Expenses$1,142$42,822-$43,964
Other Employee Benefits$42,158--$42,158
Payroll Taxes-$27,986-$27,986
Office Expenses-$20,860-$20,860
Other Expenses$9,010$271-$9,010
Advertising-$7,613-$7,613
Pension Plan Contributions$7,365--$7,365
Fees for Services Accounting-$6,105-$6,105
Fees for Services Other-$2,306-$2,306
Insurance-$628-$628
Total Functional Expenses$1,137,042$509,178$0$1,646,220
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable and Unearned Entrance Fee Liabilities$639,506
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 A, Line 1A

Authority is granted to an executive committee to act on behalf of the board of directors. The executive committee consists of the four officers of the board of directors and two chairpersons of standing committees, which are also members of the board of directors. No decisions were made by the executive committee during the current year, however all decisions made by the executive committee would be reported to the full board of directors.

Form 990, Part VI, Section A, Line 6

The sole member of the corporation is a related organization, berkshire retirement home, inc.

Form 990, Part VI, Section A, Line 7A

The approval of the member, berkshire retirement home, inc., is required to elect or remove directors of the corporation.

Form 990, Part VI, Section A, Line 7B

The member, berkshire retirement home, inc., shall have other powers and rights as provided by law, the articles of organization or the by-laws, and such other powers and rights as the directors may designate.

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

The form 990 was prepared by tax advisors of a national accounting firm with information provided by management, and is provided to the audit committee and then to the board of directors for authorization.

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

A questionnaire must be completed annually by officers, directors and key employees disclosing any relationships presenting potential conflict of interest. All members of the board, trustees and officers that are making purchases or future related party transactions, must execute a conflict of interest disclosure form. Conflicts of interest are monitored by the executive director and are reviewed and enforced by the board of directors. The person with the conflict must be abstain from any discussion regarding the transaction.

Form 990, Part VI, Section B, Line 15

A portion of the organization's executive director's salary and benefits is allocated to berkshire retirement home, inc. Annually, the president, vice president, committee chairs, treasurer and secretary review compensation based upon goals, results, accomplishments and comparable wage/benefits data. The process described here was last completed in 2024.

Form 990, Part VI, Section C, Line 18

The form 990 is available upon request.

Form 990, Part VI, Section C, Line 19

The organization provides its governing documents, conflict of interest policy, and financial statements upon request.

Filing and Contact Details

Filer

Filer Name
89 South Care Support Inc
EIN
82-3380934
Phone
4134454056
Address
89 SOUTH STREET, PITTSFIELD, MA 01201

Signing Officer

Name
Richard Herrick
Title
Treasurer
Phone
4134454056
Signed
2026-02-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Herrick
Formed
2017
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
57
Volunteers
6

Preparer

Firm
Cliftonlarsonallen Llp
Address
TWO INTERNATIONAL PLACE 22ND FLOOR, BOSTON, MA 02110
Preparer
Katarzyna O Padzik
Phone
7819821001
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process for oversight and selection of an independent accountant has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

Management has evaluated significant tax positions against the criteria established by professional standards and believes there are no such tax positions requiring accounting recognition. Generally, the organization's tax returns are subject to examination by taxing authorities for the prior three filing years. There are currently no examinations pending or in progress.

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

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IRS990/Desc089 SOUTH CARE SUPPORT PROVIDES LEADERSHIP, DIRECTION AND PHYSICAL SPACE TO SUPPORT BERKSHIRE RETIREMENT HOME, INC., WHICH IS A SKILLED NURSING FACILITY PROVIDING SHORT-TERM REHABILITATION, LONG-TERM CARE RESIDENCY, MEMORY CARE SUPPORT, PALLIATIVE CARE/CONFORT CARE, OUTPATIENT REHABILITATION AND RESPITE CARE. IN ADDITION, 89 SOUTH PROVIDES HOUSING AND SUPPORT SERVICES TO SENIORS THROUGH AN 18 UNIT CONTINUING CARE RETIREMENT COMMUNITY. 17 CLIENTS WERE SERVED DURING THE YEAR.
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt033267
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0555522
IRS990/OtherSalariesAndWagesGrp/TotalAmt0588789
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt027986
IRS990/PayrollTaxesGrp/TotalAmt027986
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07365
IRS990/PensionPlanContributionsGrp/TotalAmt07365
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022700
IRS990/PrincipalOfficerNm0RICHARD HERRICK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1621610
IRS990/ProgramServiceRevenueGrp/Desc0PATIENT SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1HOMEMAKER & PERSONAL CARE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0863036
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1850268
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0863036
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1850268
IRS990/ProgSrvcAccomActy2Grp/Desc0AT HOME WITH BERKSHIRE PLACE PROVIDES HOME CARE AND OTHER SERVICES IN A PERSON'S HOME OR WHEREVER THEY MAY CALL HOME. 129 CLIENTS WERE SERVED DURING THE YEAR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0439695
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0850268
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0902045
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01476029
IRS990/PYOtherExpensesAmt0744386
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01384216
IRS990/PYRevenuesLessExpensesAmt02253407
IRS990/PYSalariesCompEmpBnftPaidAmt0764497
IRS990/PYTotalExpensesAmt01508883
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03762290
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02959732
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0900000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0867994
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0400631
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0466690
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042103875
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BERKSHIRE RETIREMENT HOME INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt05505985
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02377656
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07883641
IRS990ScheduleD/EquipmentGrp/BookValueAmt0135685
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09121
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0144806
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt07500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt07500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0639506
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE AND UNEARNED ENTRANCE FEE LIABILITIES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. GENERALLY, THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR THE PRIOR THREE FILING YEARS. THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05649170
IRS990ScheduleD/TotalLiabilityAmt0639506
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0113766
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount030000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt030000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0113766
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt09237
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt09237
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt0568
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt0568
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0EDWARD FORFA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0153571
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0153571
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AUTHORITY IS GRANTED TO AN EXECUTIVE COMMITTEE TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE CONSISTS OF THE FOUR OFFICERS OF THE BOARD OF DIRECTORS AND TWO CHAIRPERSONS OF STANDING COMMITTEES, WHICH ARE ALSO MEMBERS OF THE BOARD OF DIRECTORS. NO DECISIONS WERE MADE BY THE EXECUTIVE COMMITTEE DURING THE CURRENT YEAR, HOWEVER ALL DECISIONS MADE BY THE EXECUTIVE COMMITTEE WOULD BE REPORTED TO THE FULL BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOLE MEMBER OF THE CORPORATION IS A RELATED ORGANIZATION, BERKSHIRE RETIREMENT HOME, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE APPROVAL OF THE MEMBER, BERKSHIRE RETIREMENT HOME, INC., IS REQUIRED TO ELECT OR REMOVE DIRECTORS OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBER, BERKSHIRE RETIREMENT HOME, INC., SHALL HAVE OTHER POWERS AND RIGHTS AS PROVIDED BY LAW, THE ARTICLES OF ORGANIZATION OR THE BY-LAWS, AND SUCH OTHER POWERS AND RIGHTS AS THE DIRECTORS MAY DESIGNATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 WAS PREPARED BY TAX ADVISORS OF A NATIONAL ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT, AND IS PROVIDED TO THE AUDIT COMMITTEE AND THEN TO THE BOARD OF DIRECTORS FOR AUTHORIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A QUESTIONNAIRE MUST BE COMPLETED ANNUALLY BY OFFICERS, DIRECTORS AND KEY EMPLOYEES DISCLOSING ANY RELATIONSHIPS PRESENTING POTENTIAL CONFLICT OF INTEREST. ALL MEMBERS OF THE BOARD, TRUSTEES AND OFFICERS THAT ARE MAKING PURCHASES OR FUTURE RELATED PARTY TRANSACTIONS, MUST EXECUTE A CONFLICT OF INTEREST DISCLOSURE FORM. CONFLICTS OF INTEREST ARE MONITORED BY THE EXECUTIVE DIRECTOR AND ARE REVIEWED AND ENFORCED BY THE BOARD OF DIRECTORS. THE PERSON WITH THE CONFLICT MUST BE ABSTAIN FROM ANY DISCUSSION REGARDING THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6A PORTION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR'S SALARY AND BENEFITS IS ALLOCATED TO BERKSHIRE RETIREMENT HOME, INC. ANNUALLY, THE PRESIDENT, VICE PRESIDENT, COMMITTEE CHAIRS, TREASURER AND SECRETARY REVIEW COMPENSATION BASED UPON GOALS, RESULTS, ACCOMPLISHMENTS AND COMPARABLE WAGE/BENEFITS DATA. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE FORM 990 IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt089 SOUTH CARE SUPPORT INC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0AT HOME WITH BERKSHIRE PLACE
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0274015376
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt0408734
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileForeignCountryCd0OC
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0HOME CARE AND OTHER SERVICES
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0851169
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt089 SOUTH STREET

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