2022-08-15T11:48:38-05:00 2021-09-30 990 2020-10-01 042995053 BERKSHIRE FACULTY SERVICES INC BERK 4134472508 725 NORTH STREET PITTSFIELD MA 012014109 SCOTT ST GEORGE CFO 4134473366 2022-08-15 SCOTT ST GEORGE 999009999 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DARLENE RODOWICZ 725 NORTH STREET PITTSFIELD MA 012014109 58402270 0 X WWW.BERKSHIREHEALTHSYSTEMS.ORG X 1988 MA TO ADVANCE HEALTH & WELLNESS OF OUR COMMUNITY IN A WELCOMING, INCLUSIVE & PERSONALIZED ENVIRONMENT. 2 0 366 0 0 0 0 5886057 45127448 52516213 0 0 0 0 45127448 58402270 0 0 0 0 53233519 54113048 0 0 0 21118126 17126623 74351645 71239671 -29224197 -12837401 13113767 16167156 13113767 16167156 0 0 X THE MISSION OF BERKSHIRE FACULTY SERVICES IS TO ADVANCE HEALTH AND WELLNESS FOR EVERYONE IN OUR COMMUNITY IN A WELCOMING, INCLUSIVE, AND PERSONALIZED ENVIRONMENT. 0 0 65459648 52516213 PROVIDING MEDICAL EDUCATION AND MEDICAL SERVICES THROUGH DULYQUALIFIED AND LICENSED PHYSICIANS, NURSES, AND SUPPORT PERSONNELFOR THE BENEFIT OF BERKSHIRE MEDICAL CENTER, INC. AND AFFILIATEDORGANIZATIONS. BERKSHIRE FACULTY SERVICES EMPLOYS FACULTYMEMBERS OF THE UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL ANDBERKSHIRE MEDICAL CENTER TO PROVIDE MEDICAL CARE TO PATIENTS ATBERKSHIRE MEDICAL CENTER; SUCH PATIENT CARE IS AN INTEGRAL PART OFTHE CLINICAL INSTRUCTION PROVIDED FOR MEDICAL STUDENTS ANDRESIDENTS. BMC PROVIDES SUCH CLINICAL INSTRUCTION AS A NECESSARYPART OF THE EDUCATIONAL PROCESS FOR UNIVERSITY OF MASSACHUSETTSMEDICAL SCHOOL MEDICAL STUDENTS AND ACCEPTED PARTICIPANTS INBERKSHIRE MEDICAL CENTER'S RESIDENCY PROGRAM. IN CONNECTION WITHTHE PATIENT CARE IT PROVIDES, BERKSHIRE FACULTY SERVICES BILLS THEPATIENTS OR THIRD-PARTY PAYORS, PAYS ITS EMPLOYEES SALARIES ANDOTHER OPERATING EXPENSES, AND TO THE EXTENT POSSIBLE, PROVIDESCONTRIBUTIONS TO BERKSHIRE MEDICAL CENTER IN SUPPORT OF ITSEDUCATIONAL AND RESEARCH MISSIONS. 65459648 1 1 0 0 0 0 0 0 0 0 0 0 0 1 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 0 1 0 0 0 1 27 0 366 1 0 0 0 0 0 0 0 0 0 0 X 2 0 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X SCOTT ST GEORGE 4134473366 725 NORTH STREET PITTSFIELD MA 01201 DAVID E PHELPS PRESIDENT 8.75 41.25 X X 0 969716 52437 ANDREW DEMAGGIO PHYSICIAN 50.00 X 908350 0 38879 JASON BRATCHER PHYSICIAN 50.00 X 681764 0 25253 DARLENE RODOWICZ TREASURER 7.00 43.00 X X 0 646027 54183 JOSEPH EMRICH PHYSICIAN 50.00 X 635009 0 48968 STEVEN F WILL PHYSICIAN 50.00 X 629882 0 45228 GAURAV JAIN PHYSICIAN 50.00 X 614972 0 45005 CHERYL BOUDREAU CLERK 8.00 32.00 X 0 122771 24495 3469977 1738514 334448 152 0 1 0 HAYES LOCUMS LLC PO BOX 88122 CHICAGO IL 606801122 MEDICAL STAFFING 1405357 WEATHERBY LOCUMS INC PO BOX 972633 DALLAS TX 753972633 MEDICAL STAFFING 1029806 BERKSHIRE HEALTHCARE SYSTEMS PO BOX 2489 PITTSFIELD MA 01202 MGT SERVICES 499417 BERKSHIRE MEDICAL MANAGMENT SERVICES 777 NORTH STREET SUITE 203A PITTSFIELD MA 01201 MGT SERVICES 312747 HENRY SCHEIN INC PO BOX 371952 PITTSBURGH PA 152507952 MEDICAL SUPPLIES 288673 11 5886057 5886057 NET PATIENT SVC REV. 621110 44302340 44302340 MEDICAL SVCS REV. 621110 7877012 7877012 TEACHING & ADMIN REV. 611600 336861 336861 52516213 58402270 52516213 0 0 46660024 46660024 1517322 1517322 3254170 3254170 2681532 2681532 5780023 5780023 337530 337530 280 280 692712 692712 6437 6437 477301 477301 12048 12048 2023036 2023036 EXTERNAL LABOR 6176545 6176545 CME & OTHER MD EXPENSE 862582 862582 INTERCOMPANY SALARY & F 421972 421972 336157 336157 71239671 65459648 5780023 0 17961 5960465 2808645 3502474 172418 145737 132890 121972 9981853 6436508 13113767 16167156 8393225 7345365 162776 4720542 8659015 13113767 16167156 X 0 0 13113767 16167156 X -12837401 12837401 X X 0 1 X 1 1 1 X X 2 BERKSHIRE MEDICAL CENTER INC 042791396 3 1 0 0 FAIRVIEW HOSPITAL 042133860 3 1 0 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, SECTION C, LINE 1 BERKSHIRE FACULTY SERVICES, INC. HAS TWO DIRECTORS. DAVE PHELPS IS A DIRECTOR FOR BERKSHIRE FACULTY SERVICES, INC. AS WELL AS BERKSHIRE MEDICAL CENTER, INC. AND FAIRVIEW HOSPITAL. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DEFERRED COMPENSATION 457B 6234059 LEASE ASSET 202449 6436508 DEFERRED COMPENSATION 6234059 DUE TO AFFILIATES 2334585 LEASE LIABILITY 90371 8659015 X PART X, LINE 2: THE FINANCIAL ACTIVITIES OF BERKSHIRE FACULTY SERVICES, INC. ARE INCLUDED WITHIN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF BERKSHIRE HEALTH SYSTEMS, INC. AND AFFILIATES FOR THE YEARS ENDED SEPTEMBER 30, 2021 AND 2020. THOSE FINANCIALS INCLUDE THE FOLLOWING FIN-48 FOOTNOTE: "THE HEALTH SYSTEM FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTIES IN INCOME TAX POSITIONS, 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." 0 0 0 0 0 0 0 0 0 DAVID E PHELPS PRESIDENT 0 923432 0 0 0 46284 0 12825 0 39612 0 1022153 0 0 ANDREW DEMAGGIO PHYSICIAN 506903 0 397680 0 3767 0 12825 0 26054 0 947229 0 0 0 JASON BRATCHER PHYSICIAN 508628 0 171725 0 1411 0 12825 0 12428 0 707017 0 0 0 DARLENE RODOWICZ TREASURER 0 565033 0 0 0 80994 0 11922 0 42261 0 700210 0 0 JOSEPH EMRICH PHYSICIAN 621873 0 0 0 13136 0 12825 0 36143 0 683977 0 0 0 STEVEN F WILL PHYSICIAN 625360 0 0 0 4522 0 12825 0 32403 0 675110 0 0 0 GAURAV JAIN PHYSICIAN 438536 0 173785 0 2651 0 10651 0 34354 0 659977 0 0 0 SCHEDULE J, 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. A PORTION OF THE COMPENSATION AMOUNT PAID TO OFFICERS OF THE FILING ENTITY IS ALLOCATED INTERNALLY AMONG THE FILING ENTITY AND ITS 25 ASSOCIATED NON-PROFIT, TAX-EXEMPT ENTITIES IN ORDER TO PROPERLY REFLECT THE DIVISION OF THE OFFICERS' TIME AND EFFORT AMONG THOSE VARIOUS ENTITIES AND EACH ENTITY'S RELATIVE CONTRIBUTION TO THE OFFICERS' TOTAL COMPENSATION (SEE BELOW). COMPENSATION OF THE CHIEF EXECUTIVE OFFICER, DAVID PHELPS, 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 BENCHMARKS (OTHER THAN THE CHIEF EXECUTIVE OFFICER WHOSE TOTAL COMPENSATION REMAINS TARGETED AT THE 50TH PERCENTILE). FOR MOST OF MR. PHELPS' 20+-YEAR TENURE AS CHIEF EXECUTIVE OFFICER, A WRITTEN AGREEMENT BETWEEN BERKSHIRE HEALTH SYSTEMS AND MR. PHELPS HAS CALLED FOR BERKSHIRE HEALTH SYSTEMS (AND ITS AFFILIATES) TO FUND A RETIREMENT PROGRAM THAT, WHEN ADDED TO HIS BASE COMPENSATION AND OTHER ROUTINE BENEFITS, WAS INTENDED TO BRING MR. PHELPS' TOTAL COMPENSATION CLOSE TO THE 50TH PERCENTILE RANGE OF TOTAL COMPENSATION FOR COMPARABLE EXECUTIVES IN COMPARABLE HEALTHCARE ORGANIZATIONS, AS DETERMINED BY INDEPENDENT, NATIONALLY RECOGNIZED COMPENSATION REVIEWERS. MR. PHELPS' CASH COMPENSATION AND BENEFITS ARE ALLOCATED AMONG THE 26 RELATED ENTITIES FOR WHICH MR. PHELPS IS RESPONSIBLE. DAVID E. PHELPS, PRESIDENT: BERKSHIRE MEDICAL CENTER, INC. 26 HOURS/50 TOTAL HOURS $504,253 BERKSHIRE FACULTY SERVICES, INC. 8.75/50 HOURS $169,700 FAIRVIEW HOSPITAL 3.5/50 HOURS $67,880 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 1.75/50 HOURS $33,940 BHS MANAGEMENT SERVICES, INC. 10/50 HOURS FOR THE BENEFIT OF: BOURNE MANAGEMENT SYSTEMS, INC. $11,350 GREENFIELD MANAGEMENT SYSTEMS, INC. $ 11,882 NEW BEDFORD MANAGEMENT SYSTEMS, INC. $14,095 NORTHAMPTON MANAGEMENT SYSTEMS, INC. $14,650 EAST LONGMEADOW MANAGEMENT SYSTEMS, INC. $6,371 DANVERS MANAGEMENT SYSTEMS, INC. $6,256 PEABODY MANAGEMENT SYSTEMS, INC. $11,336 SOUTH YARMOUTH MANAGEMENT SYSTEMS, INC. $7,234 WILLOWOOD OF GREAT BARRINGTON, INC. $9,850 WILLOWOOD OF NORTH ADAMS, INC. $8,889 WILLOWOOD OF WILLIAMSTOWN, INC. $14,288 HILLCREST EXTENDED CARE SERVICES, INC. $28,179 BERKSHIRE RETIREMENT COMMUNITY, INC. $4,371 BERKSHIRE EXTENDED CARE SERVICES, INC. $2,175 INTEGRINURSE, INC. $1,728 INTEGRISCRIPT, INC. $4,377 HOSPICECARE IN THE BERKSHIRES, INC. $10,935 HOSPICE OF FRANKLIN COUNTY, INC. $3,896 PITTSFIELD MANAGEMENT SYSTEMS, INC. $12,477 HOLYOKE RETIREMENT COMMUNITY, INC. $9,604 DARLENE RODOWICZ, TREASURER: BERKSHIRE MEDICAL CENTER, INC. 37 HOURS/50 TOTAL HOURS $478,059 BERKSHIRE FACULTY SERVICES, INC. 7/50 HOURS $90,444 FAIRVIEW HOSPITAL 3/50 HOURS $38,762 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 2.5/50 HOURS $32,301 BHS MANAGEMENT SERVICES, INC. 0.5/50 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $6,460 FORM 990, PART VI, SECTION A, LINE 3 BERKSHIRE FACULTY SERVICES RELIES ON BHS MANAGMENT SERVICES, INC. TO PROVIDE MANAGEMENT AND SUPPORT SERVICES FOR THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, VP GENERAL COUNSEL, VP OF HUMAN RESOURCES, AND VP OF PHYSICIAN SERVICES. FORM 990, PART VI, SECTION A, LINE 6 BHS MANAGMENT SERVICES, INC. IS THE SOLE CORPORATE MEMBER OF BERKSHIRE FACULTY SERVICES. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES IS ELECTED BY THE MEMBERS OF THE BOARD OF TRUSTEES OF BERKSHIRE HEALTH SYSTEMS, INC. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE BFS BOARD ARE SUBJECT TO REVIEW BY THE BOARD OF BHS, INC. FORM 990, PART VI, SECTION B, LINE 11B BERKSHIRE HEALTH SYSTEMS ("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 ENFORCES AND MONITORS ITS CONFLICT OF INTEREST POLICY BY REQUIRING ALL MEMBERS OF THE GOVERNING BODY AS WELL AS 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 BOARD IS NOT PERMITTED TO HAVE MATERIAL CONFLICTS OF INTEREST AND MEMBERS OF THE GOVERNING BODY ARE TO ABSTAIN FROM ACTION THAT MAY BE INFLUENCED BY THEIR CONFLICT OR POTENTIAL CONFLICT BY (A) NOT VOTING, OR (B) NOT VOTING AND LEAVING THE ROOM, OR (C) LEAVING THE GOVERNING BODY, AS DETERMINED BY 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 TAX YEAR BEING REPORTED. FORM 990, PART VI, SECTION C, LINE 18 BERKSHIRE FACULTY SERVICES, 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 OFFICES 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 12,837,401. FORM 990, PART XII, LINE 2C THE PROCESS USED BY THE AUDIT COMMITTEE FOR THE OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS HAS NOT CHANGED COMPARED TO THE PRIOR YEAR. FORM 990, PART VI, LINE 2 BERKSHIRE FACULTY SERVICES (BFS) IS PART OF AN INTEGRATED DELIVERY SYSTEM INCLUDING NOT FOR PROFIT COMMUNITY HOSPITALS, WHICH HAVE COMMUNITY BOARDS. BFS IS A PHYSICIAN SERVICES SUPPORTING ORGANIZATION, WHICH SUPPORTS BERKSHIRE HEALTH SYSTEMS AND ITS AFFILIATES. THE BFS BOARD IS COMPRISED OF EMPLOYEES OF BERKSHIRE HEALTH SYSTEMS MANAGEMENT SERVICES, INC. (BHSMS) WHO ARE ALSO THE OFFICERS OF BERKSHIRE FACULTY SERVICES, INC. AND WHO HOLD THE SAME OFFICE ON THE BOARD OF BERKSHIRE MEDICAL CENTER INC. THIS BOARD STRUCTURE HAS NOT CHANGED SIGNIFICANTLY SINCE THE ORGANIZATION APPLIED FOR EXEMPT STATUS. BERKSHIRE HEALTH SYSTEMS INC 725 NORTH STREET PITTSFIELD MA 01201 042442944 PARENT CORPORATION MA 501 (C) (3) 12B-II N/A 0 BERKSHIRE MEDICAL CENTER INC 725 NORTH STREET PITTSFIELD MA 01201 042791396 ACUTE CARE HOSPITAL MA 501 (C) (3) 3 N/A 0 FAIRVIEW HOSPITAL 725 NORTH STREET PITTSFIELD MA 01201 042133860 ACUTE CARE HOSPITAL MA 501 (C) (3) 3 N/A 0 BHS MANAGEMENT SERVICES INC 725 NORTH STREET PITTSFIELD MA 01201 222755258 MANAGEMENT SERVICES MA 501 (C) (3) 12B-II N/A 0 TRI-STATE MEDICAL MANAGEMENT CORP 725 NORTH STREET PITTSFIELD MA 01201 040913352 REAL ESTATE MANAGEMENT MA FAIRVIEW HOSPITAL C 1.00000 0 BERKSHIRE FAMILY PRACTICE ASSOCIATES PC 20 ELM STREET PITTSFIELD MA 01201 842155335 HEALTH SERVICES MA N/A C 0 BERKSHIRE ORTHOPAEDIC ASSOCIATES INC 24 PARK STREET PITTSFIELD MA 01201 043017240 HEALTH SERVICES MA N/A C 0 BERKSHIRE APOTHECARY INC 725 NORTH STREET PITTSFIELD MA 01201 843975327 RETAIL PHARMACY MA BERKSHIRE MEDICAL CENTER INC C 1.00000 0 BERKSHIRE EAR NOSE THROAT AND AUDIOLOGY ASSOCIATES PC 510 NORTH STREET 10 PITTSFIELD MA 01201 222683819 HEALTH SERVICES MA N/A C 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0