BHS MANAGEMENT SERVICES INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BHS MANAGEMENT SERVICES INC (EIN 22-2755258)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-15
- IRS object ID
- 202232279349302288
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-15T12:13:13-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222755258 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BHS MANAGEMENT SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BHSM | BusinessNameControlTxt |
| Phone | 4134472508 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 NORTH STREET | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 012014109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT ST GEORGE | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4134473366 | PhoneNum |
| Signature | 2022-08-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | ST GEORGE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DARLENE RODOWICZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 NORTH STREET | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 012014109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $73,688,192 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BERKSHIREHEALTHSYSTEMS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE HEALTH & WELLNESS OF OUR COMMUNITY IN A WELCOMING, INCLUSIVE & PERSONALIZED ENVIRONMENT | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 434 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,135,515 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $69,134,374 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $66,552,677 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $69,134,374 | PYTotalRevenueAmt |
| CY Total Revenue | $73,688,192 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $41,849,359 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $44,346,353 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,285,015 | PYOtherExpensesAmt |
| CY Other Expenses | $29,341,839 | CYOtherExpensesAmt |
| PY Total Expenses | $69,134,374 | PYTotalExpensesAmt |
| CY Total Expenses | $73,688,192 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $0 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $0 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,878,058 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,721,451 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,878,058 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,721,451 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $0 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ADVANCE HEALTH & WELLNESS FOR EVERYONE IN OUR COMMUNITY IN A WELCOMING, INCLUSIVE,& PERSONALIZED ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $73,688,192 | ExpenseAmt |
| Revenue | $73,688,192 | RevenueAmt |
| Desc | BHS MANAGEMENT SERVICES PROVIDES MANAGEMENT SERVICES AT COST TO NOT FOR PROFIT CORPORATIONS INCLUDING CONTROLLED AFFILIATES OF BERKSHIRE HEALTH SYSTEMS, INC. THIS COORDINATED EFFORT PROVIDES FINANCIAL ACCOUNTING AND ADMINISTRATIVE SERVICES WHICH ALLOWS THE SYSTEM TO OPERATE MORE EFFICIENTLY, REACT MORE QUICKLY AND PERFORM IN AN INTEGRATED MANNER. | Desc |
| Total Program Service Expenses | $73,688,192 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 102 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 434 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT ST GEORGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4134473366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 NORTH STREET | AddressLine1Txt |
| City | PITTSFIED | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DAVID E PHELPS | |||||||||
| PRESIDENT | 10.00 | 40.00 | Yes (X) | Yes (X) | $969,716 | $0 | $52,437 | ||
| MICHAEL R MCINERNEY MD | |||||||||
| TRUSTEE/PHYSICIAN | 1.00 | 49.00 | Yes (X) | $0 | $290,271 | $45,354 | |||
| BRIAN T BURKE MD | |||||||||
| TRUSTEE/PHYSICIAN | 1.00 | 49.00 | Yes (X) | $0 | $197,066 | $38,354 | |||
| EDMUND HORNSTEIN MD | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $187,416 | $0 | |||
| RICHARD ALCOMBRIGHT | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS O ANDREWS | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALFRED A BARBALUNGA | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN L BISSELL | |||||||||
| TRUSTEE/VICE CHAIR-BOARD | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRONLY S BOYD | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIANNE BOYD | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALBERT BRAVO DPM | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY BURKE | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT CELLA JR MD | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EDITH DOBELLE | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID HALL | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LETICIA SE HAYNES | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLEN L KENNEDY | |||||||||
| TRUSTEE (FORMER) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES KOLESAR | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BARTON D RASER | |||||||||
| TRUSTEE CHAIR-BOARD | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CAROLE G SIEGEL | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| VIRGINIA STANTON SMITH ESQUIRE | |||||||||
| TRUSTEE (FORMER) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ERWIN A STUEBNER JR MD | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH C THOMPSON | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DARLENE M RODOWICZ | |||||||||
| TREASURER | 0.50 | 49.50 | Yes (X) | $646,027 | $0 | $54,183 | |||
| CHERYL BOUDREAU | |||||||||
| CLERK | 9.50 | 30.50 | Yes (X) | $122,771 | $0 | $24,495 | |||
| SCOTT ST GEORGE | |||||||||
| CHIEF FINANCIAL OFFICER | 1.00 | 49.00 | Yes (X) | $72,174 | $0 | $0 | |||
| WILLIAM C JONES JR | |||||||||
| PRESIDENT/TREASURER LTC | 54.00 | 0.00 | $533,746 | $0 | $45,072 | Yes (X) | |||
| WILLIAM YOUNG | |||||||||
| CHIEF INFORMATION OFFICER | 1.00 | 49.00 | $378,544 | $0 | $56,634 | Yes (X) | |||
| PATRICK BOREK | |||||||||
| VP HUMAN RESOURCES | 1.00 | 49.00 | $319,646 | $0 | $50,223 | Yes (X) | |||
| JOHN F ROGERS | |||||||||
| VP GENERAL COUNSEL | 10.00 | 40.00 | $591,223 | $0 | $47,174 | Yes (X) | |||
| JAMES LEDERER JR | |||||||||
| CHIEF MEDICAL OFFICER | 10.00 | 40.00 | $550,030 | $0 | $35,746 | Yes (X) | |||
| ANTHONY RINALDI | |||||||||
| VP OF FAIRVIEW | 1.00 | 50.00 | $335,844 | $0 | $61,878 | Yes (X) | |||
| MARK PETTUS | |||||||||
| MEDICAL DIR POPULATION HEALTH | 1.00 | 49.00 | $334,615 | $0 | $45,972 | Yes (X) | |||
| DANIEL DOYLE | |||||||||
| MEDICAL DIR POPULATION HEALTH | 1.00 | 49.00 | $319,919 | $0 | $44,648 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,174,255 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $674,753 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $602,170 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 80 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| IT SAVVY | |||||
| 313 SOUTH ROHLWING ROAD | ADDISON | IL | 60101 | SOFTWARE MAINTENANCE | $1,755,160 |
| PROPER CONNECIONS LLC | |||||
| 521 HALL HILL ROAD | ANCRAM | NY | 12502 | SOFTWARE MAINTENANCE | $1,709,490 |
| MEDICAL INFORMATION TECHNOLOGY | |||||
| 7 BLUE HILL RIVER ROAD | CANTON | MA | 02021 | SOFTWARE MAINTENANCE | $1,236,254 |
| CAIN HIBBARD AND MYERS | |||||
| 66 WEST STREET | PITTSFIELD | MA | 01201 | LEGAL SERVICES | $854,654 |
| ENCORE EXCHANGE COMPANY | |||||
| 640 WEST 4TH STREET | WINSTON SALEM | NC | 27113 | SOFTWARE MAINTENANCE | $641,239 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 55 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $7,135,515 | GovernmentGrantsAmt |
| Total Contributions | $7,135,515 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CENTRALIZED SVC FEES & | Desc |
| Business | 561110 | BusinessCd |
| Total Revenue Column | $66,552,677 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $66,552,677 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $66,552,677 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,688,192 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $66,552,677 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,641,404 | TotalAmt |
| Program Services | $3,641,404 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,277,342 | TotalAmt |
| Program Services | $31,277,342 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,460,766 | TotalAmt |
| Program Services | $1,460,766 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,676,240 | TotalAmt |
| Program Services | $5,676,240 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,290,601 | TotalAmt |
| Program Services | $2,290,601 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $812,572 | TotalAmt |
| Program Services | $812,572 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $863,807 | TotalAmt |
| Program Services | $863,807 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,250 | TotalAmt |
| Program Services | $26,250 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,087,816 | TotalAmt |
| Program Services | $6,087,816 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,860,862 | TotalAmt |
| Program Services | $1,860,862 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,065,285 | TotalAmt |
| Program Services | $2,065,285 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,757,238 | TotalAmt |
| Program Services | $15,757,238 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,125,788 | TotalAmt |
| Program Services | $1,125,788 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,267 | TotalAmt |
| Program Services | $217,267 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,586 | TotalAmt |
| Program Services | $1,586 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,796 | TotalAmt |
| Program Services | $48,796 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| EMPLOYEE RECRUITMENT | $227,133 | $227,133 |
| EDUCATION SERVICES | $126,474 | $126,474 |
| LICENSES & DUES | $120,965 | $120,965 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,688,192 | TotalAmt |
| Program Services | $73,688,192 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,136,151 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,654 | BOYAmt |
| EOY | $830,646 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,529,035 | BOYAmt |
| EOY | $1,953,170 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,284,231 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,279,155 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,662 | BOYAmt |
| EOY | $5,076 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,335,707 | BOYAmt |
| EOY | $7,796,408 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,878,058 | BOYAmt |
| EOY | $17,721,451 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,136,260 | BOYAmt |
| EOY | $9,682,970 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,904 | BOYAmt |
| EOY | $37,583 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,673,894 | BOYAmt |
| EOY | $8,000,898 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,878,058 | BOYAmt |
| EOY | $17,721,451 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,878,058 | BOYAmt |
| EOY | $17,721,451 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $0 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| BERKSHIRE MEDICAL CENTER INC | ||||
| 042791396 | 3 | Yes (1) | $0 | $0 |
| FAIRVIEW HOSPITAL | ||||
| 042133860 | 3 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $26,250 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $26,250 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | CASH CONTRIBUTION MADE TO COALITION TO PROTECT AMERICA'S HEALTH CARE, A 501(C)(4) ORGANIZATION. SUCH CONTRIBUTION WAS REPRESENTED TO BE 100% NONDEDUCTIBLE LOBBYING EXPENSES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $308,036 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $308,036 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,976,195 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $2,971,119 | DepreciationAmt |
| Book Value | $5,076 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,076 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED COMPENSATION | $7,208,256 |
| LEASED ASSET VALUE | $588,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,796,408 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $7,208,256 |
| DUE TO AFFILIATES | $564,174 |
| OTHER | $228,468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,000,898 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FINANCIAL ACTIVITIES OF BERKSHIRE MEDICAL CENTER, 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 FOOTNOOTE: 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." | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID E PHELPS | ||||||||||||||
| PRESIDENT | $923,432 | $0 | $0 | $0 | $46,284 | $0 | $12,825 | $0 | $39,612 | $0 | $1,022,153 | $0 | $0 | $0 |
| DARLENE M RODOWICZ | ||||||||||||||
| TREASURER | $565,033 | $0 | $0 | $0 | $80,994 | $0 | $11,922 | $0 | $42,261 | $0 | $700,210 | $0 | $0 | $0 |
| JOHN F ROGERS | ||||||||||||||
| VP GENERAL COUNSEL | $458,701 | $0 | $0 | $0 | $132,522 | $0 | $12,327 | $0 | $34,847 | $0 | $638,397 | $0 | $0 | $0 |
| JAMES LEDERER JR | ||||||||||||||
| CHIEF MEDICAL OFFICER | $512,859 | $0 | $0 | $0 | $37,171 | $0 | $0 | $0 | $35,746 | $0 | $585,776 | $0 | $0 | $0 |
| WILLIAM C JONES JR | ||||||||||||||
| PRESIDENT/TREASURER LTC | $476,168 | $0 | $0 | $0 | $57,578 | $0 | $12,825 | $0 | $32,247 | $0 | $578,818 | $0 | $0 | $0 |
| WILLIAM YOUNG | ||||||||||||||
| CHIEF INFORMATION OFFICER | $330,745 | $0 | $0 | $0 | $47,799 | $0 | $12,393 | $0 | $44,241 | $0 | $435,178 | $0 | $0 | $0 |
| ANTHONY RINALDI | ||||||||||||||
| VP OF FAIRVIEW | $276,344 | $0 | $0 | $0 | $59,500 | $0 | $11,289 | $0 | $50,589 | $0 | $397,722 | $0 | $0 | $0 |
| MARK PETTUS | ||||||||||||||
| MEDICAL DIR POPULATION HEALTH | $328,101 | $0 | $0 | $0 | $6,514 | $0 | $12,825 | $0 | $33,147 | $0 | $380,587 | $0 | $0 | $0 |
| PATRICK BOREK | ||||||||||||||
| VP HUMAN RESOURCES | $277,883 | $0 | $0 | $0 | $41,763 | $0 | $12,663 | $0 | $37,560 | $0 | $369,869 | $0 | $0 | $0 |
| DANIEL DOYLE | ||||||||||||||
| MEDICAL DIR POPULATION HEALTH | $279,290 | $0 | $0 | $0 | $40,629 | $0 | $12,825 | $0 | $31,823 | $0 | $364,567 | $0 | $0 | $0 |
| MICHAEL R MCINERNEY MD | ||||||||||||||
| TRUSTEE/PHYSICIAN | $0 | $257,383 | $0 | $25,817 | $0 | $7,071 | $0 | $10,763 | $0 | $34,591 | $0 | $335,625 | $0 | $0 |
| BRIAN T BURKE MD | ||||||||||||||
| TRUSTEE/PHYSICIAN | $0 | $191,388 | $0 | $0 | $0 | $5,678 | $0 | $9,071 | $0 | $29,283 | $0 | $235,420 | $0 | $0 |
| EDMUND HORNSTEIN MD | ||||||||||||||
| TRUSTEE | $0 | $0 | $0 | $0 | $0 | $187,416 | $0 | $0 | $0 | $0 | $0 | $187,416 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART VIII AND SCHEDULE J, PART II | FormAndLineReferenceDesc |
| Explanation | 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 COMPANSATED 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'S 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 BENCHMARKS 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 COPENSATION 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 PERCINTILE RANGE OF TOTAL COMPENSATION FOR COMPARABLE EXECUTIVES IN COMPARABLE HEALTHCARE ORGANIZATIONS, AS DETERMINED BY INDEPENDENT, NATIONALLY RECOGNIZED COMPENSATION REVIEWERS. MR. PHELPS' CAS COMPENSATION AND BENEFITS ARE ALOCATED AMONG THE 26 RELATED ENTITIES FOR WHICH MR. PHELPS IS RESPONSIBLE. DAVID E. PHELPS, PRESIDENT BERKSHIRE MEDICAL CENTER, INC. 26/50 HRS 504,253 BERKSHIRE FACULTY SVCS, INC. 8.75/50 HRS 169,700 FAIRVIEW HOSPITAL 3.5/50 HRS 67,880 BERKSHIRE INDEMNITY CO. LTD. 1.75/50 HRS 33,940 BHS MANAGEMENT SVCS, INC. 10/50 HRS FOR THE BENEFIT OF: BOURNE MGMT SYSTEMS, INC. 11,350 GREENFIELD MGMT SYSTEMS, INC. 11,882 NEW BEDFORD MGMT SYSTEMS, INC. 14,095 NORTHAMPTON MANAGEMENT SYSTEMS, INC. 14,650 EAST LONGMEADOW MGMT SYSTEMS, INC. 6,371 DANVERS MGMT SYSTEMS, INC. 6,256 PEABODY MGMT SYSTEMS, INC. 11,336 SOUTH YARMOTH MGMT 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 SVCS, INC. 28,179 BERKSHIRE RETIREMENT COMMUNITY, INC. 4,371 BERKSHIRE EXTENDED CARE SVCS, INC. 2,175 INTEGRINURSE, INC. 1,728 INTEGRISCRIPT, INC. 4,377 HOSPICE OF FRANKLYN COUNTY 3,896 HOSPICECARE IN THE BERKSHIRES, INC. 10,935 PITTSFIELD MGMT SYSTEMS, INC. 12,477 HOLYOKE RETIREMENT COMMUNITY, INC. 9,604 DARLENE RODOWICZ, TREASURER BERKSHIRE MEDICAL CENTER, INC. 37/50 HRS 478,060 BERKSHIRE FACULTY SVCS, INC. 7/50 HRS 90,444 FAIRVIEW HOSPITAL 3/50 HRS 38,762 BERKSHIRE INDEMNITY CO. LTD. 2.5/50 HRS 32,301 BHS MANAGEMENT SVCS, INC .5/50 HRS 6,460 FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC WILLIAM JONES: BHS MANAGEMENT SVCS, INC. 54/54 HRS FOR THE BENEFIT OF: BOURNE MGMT SYSTEMS, INC. 35,488 GREENFIELD MGMT SYSTEMS, INC. 32,751 NEW BEDFORD MGMT SYSTEMS, INC. 37,423 NORTHAMPTON MGMT SYSTEMS, INC. 39,754 EAST LONGMEADOW MGMT SYSTEMS, INC. 18,604 DANVERS MGMT SYSTEMS, INC. 17,256 PEABODY MGMT SYSTEMS, INC. 31,263 SOUTH YARMOUTH MGMT SYSTEMS, INC. 19,936 WILLOWOOD OF GREAT BARRINGTON, INC. 27,167 WILLOWOOD OF NORTH ADAMS, INC. 31,114 WILLOWOOD OF WILLIAMSTOWN, INC. 39,389 HILLCREST EXTENDED CARE SVCS, INC. 72,461 BERKSHIRE RETIREMENT COMMUNITY, INC. 13,067 BERKSHIRE EXTENDED CARE SVCS, INC. 6,414 INTEGRINURSE, INC. 5,269 INTEGRISCRIPT, INC. 13,348 HOSPICECARE IN THE BERKSHIRES, INC. 21,659 HOSPICE OF FRANKLIN COUNTY, INC. 7,649 PITTSFIELD MGMT SYSTEMS, INC. 34,447 HOLYOKE RETIREMENT COMMUNITY, INC. 29,287 JOHN F. ROGERS: BERKSHIRE HEALTH SYSTEMS, INC 4/50 HRS 47,298 BERKSHIRE MEDICAL CENTER, INC. 14/50 HRS 165,543 BERKSHIRE FACULTY SVCS, INC. 12/50 HRS 141,894 FAIRVIEW HOSPITAL 1.5/50 HRS 17,737 BERKSHIRE INDEMNITY CO. LTD. 8.5/50 HRS 100,508 BHS MANAGEMENT SVCS, INC. 10/50 HRS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. 35,472 BOURNE MGMT SYSTEMS, INC. 5,913 GREENFIELD MGMT SYSTEMS, INC. 4,730 NEW BEDFORD MGMT SYSTEMS, INC. 2,956 NORTHAMPTON MGMT SYSTEMS, INC. 5,913 EAST LONGMEADOW MGMT SYSTEMS, INC. 5,913 DANVERS MGMT SYSTEMS, INC. 5,321 PEABODY MGMT SYSTEMS, INC. 2,364 SOUTH YARMOUTH MGMT SYSTEMS, INC. 2,364 WILLOWOOD OF GREAT BARRINGTON, INC. 3,547 WILLOWOOD OF NORTH ADAMS, INC. 5,321 WILLOWOOD OF WILLIAMSTOWN, INC. 4,730 HILLCREST EXTENDED CARE SERVICES, INC. 7,094 BERKSHIRE RETIREMENT COMMUNITY, INC. 4,730 BERKSHIRE EXTENDED CARE SERVICES, INC. 2,364 INTEGRINURSE, INC. 2,956 INTEGISCRIPT, INC. 3,547 HOSPICECARE IN THE BERKSHIRES, INC. 3,547 HOSPICE OF FRANKLYN COUNTY, INC. 2,366 PITTSFIELD MGMT SYSTEMS, INC. 5,321 HOLYOKE RETIREMENT COMMUNITY, INC. 1,774 WILLIAM YOUNG: BERKSHIRE MEDICAL CENTER, INC. 35/50 HRS 258,253 BERKSHIRE FACULTY SVCS, INC. 5/50 HRS 36,893 FAIRVIEW HOSPITAL 9/50 HRS 66,408 BHS MANAGEMENT SVCS, INC. 1/50 HRS 7,379 FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. PATRICK M. BOREK: BERKSHIRE MEDICAL CENTER, INC. 35/50 HRS 264,981 BERKSHIRE FACULTY SVCS, INC. 5/50 HRS 37,854 FAIRVIEW HOSPITAL 9/50 HRS 68,138 BHS MGMT SVCS, INC. 1/50 HRS 7,571 FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | BERKSHIRE HEALTH SYSTEMS, INC. IS THE SOLE CORPORATE MEMBER. |
| 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 | 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 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 OTHER 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 ACTIONS 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 BENCHMARKS 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 | BHS MANAGEMENT SERVICES, INC.'S FORM 990 REPORT IS AVAILABLE ON THE FOLLOWING WEBSITES: GUIDESTAR AT WWW.GUIDESTAR.ORG AND OFFICE OF THE MA ATTORNEY 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 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HEALTH SYSTEMS INC | ||||||||||
| 725 NORTH STREET | PITTSFIELD | MA | 01201 | 042442944 | PARENT CORP | MA | 501 (C) (3) | 12B - II | N/A | 0 |
| FAIRVIEW HOSPITAL | ||||||||||
| 725 NORTH STREET | PITTSFIELD | MA | 01201 | 042133860 | ACUTE CARE | MA | 501 (C) (3) | 3 | 0 | |
| BERKSHIRE MEDICAL CENTER INC | ||||||||||
| 725 NORTH STREET | PITTSFIELD | MA | 01201 | 042791396 | ACUTE CARE | MA | 501 (C) (3) | 3 | 0 | |
| BERKSHIRE FACULTY SERVICES INC | ||||||||||
| 725 NORTH STREET | PITTSFIELD | MA | 01201 | 042995053 | PHYSICIAN SERVICES | MA | 501 (C) (3) | 12B - II | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TRI-STATE MEDICAL MANAGEMENT CORP | |||||||||||
| 725 NORTH STREET | PITTSFIELD | MA | 01201 | 042913352 | REAL ESTATE MANAGEMENT | MA | FAIRVIEW HOSPITAL | C | 1.00000 | 0 | |
| BERKSHIRE ORTHOPAEDIC ASSOCIATES INC | |||||||||||
| 24 PARK STREET | PITTSFIELD | MA | 01201 | 043017240 | HEALTH SERVICES | MA | C | 0 | N/A | ||
| BERKSHIRE FAMILY PRACTICE ASSOCIATES PC | |||||||||||
| 20 ELM ST | PITTSFIELD | MA | 01201 | 842155335 | HEALTH SERVICES | MA | C | 0 | N/A | ||
| 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 AUDIOLOGICAL ASSOCIATES PC | |||||||||||
| 510 NORTH ST 10 | PITTSFIELD | MA | 01201 | 222683819 | HEALTH SERVICES | MA | C | 0 | N/A | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |