2020-10-07T08:43:51-05:00 2020-05-31 111986323 MARCUM LLP 53 STATE STREET BOSTON MA 02109 990 2019-06-01 823380934 89 SOUTH CARE SUPPORT INC 89SO 4134454056 89 SOUTH STREET PITTSFIELD MA 01201 DOROTHY MARA TREASURER 4134454056 2020-10-05 1 DOUGLAS FARRINGTON P00370668 6178075000 2020-10-05 47.19.127.190 2020-10-05 10:18:56 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5646463611682D9FF634D53B57C349B9DAC2909E 2019 2021-01-29 14:40:06Z DOROTHY MARA 89 SOUTH STREET PITTSFIELD MA 01201 8748851 0 X WWW.89SOUTH.ORG X 2017 MA 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. 5 5 68 6 0 0 37405 275 501747 752744 34992 -54034 0 13 574144 698998 0 0 0 0 489789 650086 0 0 0 133601 563422 623390 1213508 -49246 -514510 17918678 20701508 3618034 4668832 14300644 16032676 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. 0 0 466914 106376 89 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/COMFORT 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. SIX CLIENTS WERE SERVED DURING THE FIRST YEAR OF INITIAL OPERATIONS. 490000 646368 AT HOME WITH BERKSHIRE PLACE PROVIDES HOME CARE AND OTHER SERVICES IN A PERSON'S HOME OR WHEREVER THEY MAY CALL HOME. 131 CLIENTS WERE SERVED DURING THE YEAR. 956914 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 68 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X X THE ORGANIZATION 4134454056 89 SOUTH ST PITTSFIELD MA 01201 ELIZABETH KIRBY IMMEDIATE PAST PRESIDENT 0.25 X 0 0 0 NELSON FURLANO VICE PRESIDENT 0.25 X X 0 0 0 DOROTHY MARA TREASURER 0.25 X X 0 0 0 JOHN MURPHY SECRETARY/ CLERK 0.25 X X 0 0 0 RICHARD HERRICK PRESIDENT 0.25 X 0 0 0 EDWARD FORFA EXECUTIVE DIRECTOR 20.00 20.00 X 202286 0 19299 202286 0 19299 1 0 1 0 ALLEGRONE CONSTRUCTION CO INC 150 PITTSFIELD RD LENOX MA 01240 CONTRACTOR 1563782 1 275 275 HOMEMAKER, PERSONAL CARE AND NON- 621610 627573 627573 RESIDENT REVENUE 621300 125171 125171 752744 266449 266449 7729370 8049853 -320483 -320483 -320483 OTHER INCOME 13 13 13 698998 752744 0 -54021 118827 110275 8552 480079 469685 10394 6297 6297 44883 40512 4371 400 400 8652 8652 86413 86413 49286 49286 19823 33 19790 30093 122 29971 144518 144518 174337 172609 1728 10369 10369 OTHER EXPENSES 21035 689 20346 DIETARY SUPPLIES AND EQ 10243 10243 HOUSEKEEPING SUPPLIES 4529 4529 MAINTENANCE SUPPLIES AN 3699 3699 25 25 1213508 956914 256594 0 715542 312652 603159 1120853 61458 64238 77999 6230 7932612 1308529 5962854 6624083 10481942 12573452 15724 0 17918678 20701508 952175 38754 2665859 4630078 3618034 4668832 X 14284920 16032676 15724 0 14300644 16032676 17918678 20701508 X -514510 746542 1500000 X 0 1 X 1 1 1 X X 1 BERKSHIRE RETIREMENT HOME INC 042103875 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 15724 15724 15724 15724 15724 15724 0 0 7500 7500 7786910 1302609 6484301 138202 5920 132282 6624083 REDEVELOPMENT LOAN 4000000 ENTRANCE FEE LIABILITY 500078 PAYCHECK PROTECTION LOAN 130000 4630078 X 1374851 746542 746542 628309 86413 -15724 70689 698998 1142819 0 1142819 86413 -15724 70689 1213508 PART X, LINE 2: THE HOME AND 89 SOUTH CARE SUPPORT, INC. ARE EXEMPT FROM FEDERAL TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND STATE TAXES UNDER APPLICABLE STATE LAW. IN ADDITION, 89 SOUTH CARE SUPPORT, INC. QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 509(A)(3) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. AT HOME HAS BEEN ORGANIZED AS A LIMITED LIABILITY COMPANY AND A PASS-THROUGH ENTITY AND IS INCLUDED WITHIN THE CONSOLIDATED TAX RETURN OF 89 SOUTH CARE SUPPORT, INC. 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTION -15,724. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTION -15,724. X 0 0 0 0 0 0 0 0 0 EDWARD FORFA EXECUTIVE DIRECTOR 202286 0 0 0 0 0 19000 0 299 0 221585 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE AND THEN THE BOARD 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 CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE AT GUIDE STAR WEBISTE AND PROVIDED UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSET TRANSFER FROM BERKSHIRE RETIREMENT HOME 1,500,000. AT HOME WITH BERKSHIRE PLACE 89 SOUTH ST PITTSFIELD MA 01201 274015376 HOME CARE AND OTHER SERVICES MA 92369 348205 89 SOUTH CARE SUPPORT INC BERKSHIRE RETIREMENT HOME INC 290 SOUTH ST PITTSFIELD MA 01201 042103875 RESIDENTIAL AND HEALTHCARE SERVICES TO OLDER ADULTS MA 501(C)(3) LINE 10 BERKSHIRE RETIREMENT HOME INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0