BHS MANAGEMENT SERVICES INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BHS MANAGEMENT SERVICES INC (EIN 22-2755258)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-15
- IRS object ID
- 201432279349302228
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-08-15T10:43:00-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222755258 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BHS MANAGEMENT SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BHSM | NameControl |
| Phone | 4134472508 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 NORTH STREET | AddressLine1 |
| City | PITTSFIELD | City |
| State | MA | State |
| ZIP Code | 012014109 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DARLENE RODOWICZ | Name |
| Title | TREASURER | Title |
| Phone | 4134472809 | Phone |
| Date Signed | 2014-08-15 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DARLENE RODOWICZ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 NORTH STREET | AddressLine1 |
| City | PITTSFIELD | City |
| State | MA | State |
| ZIP Code | 012014109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 49427899 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BHS1.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1986 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE MANAGEMENT SERVICES TO NOT-FOR-PROFIT CO.S INCLUDING AFFILIATES OF BERKSHIRE HEALTH SYSTEMS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 333 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 45302569 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 49427899 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 45302569 | TotalRevenuePriorYear |
| Total Revenue Current Year | 49427899 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 27737998 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 30102778 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 17564571 | OtherExpensePriorYear |
| Other Expenses Current Year | 19325121 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 45302569 | TotalExpensesPriorYear |
| Total Expenses Current Year | 49427899 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 0 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 0 | RevenuesLessExpensesCY |
| Total Assets BOY | 6793645 | TotalAssetsBOY |
| Total Assets EOY | 7011429 | TotalAssetsEOY |
| Total Liabilities BOY | 6793645 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7011429 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 0 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 0 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE MANAGEMENT SERVICES TO NOT-FOR-PROFIT CORPORATIONS INCLUDING CONTROLLED AFFILIATES OF BERKSHIRE HEALTH SYSTEMS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 49427899 | Expense |
| Revenue | 49427899 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 49427899 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 121 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 333 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARLENE RODOWICZ | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4134472809 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 NORTH STREET | AddressLine1 |
| City | PITTSFIED | City |
| State | MA | State |
| ZIP Code | 01201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| JEROME J ANDERSON | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| THOMAS O ANDREWS | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| ALFRED A BARBALUNGA | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| BRONLY S BOYD | |||||||||
| TRUSTEE/CHAIR | 2.00 | 0.00 | X | 0 | 0 | 0 | X | ||
| BRIAN T BURKE MD | |||||||||
| TRUSTEE/PHYSICIAN | 2.00 | 48.00 | X | 0 | 213235 | 38512 | |||
| KIT DOBELLE | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| TIMOTHY C DOHERTY | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| RICHARD M DOHONEY | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| A KING FRANCIS | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| DENNIS J HOGAN | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| EDMUND H HORNSTEIN DO | |||||||||
| TRUSTEE/CONTRACTED PHYSICI | 0.10 | 1.90 | X | 0 | 65656 | 0 | |||
| JOHN R KEARNS MD | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| ELLEN L KENNEDY | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| SUSAN M KORMANIK | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| LORINDA ACKLEY MAZUR | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| JOAN M MCFALLS | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| MICHAEL R MCINERNEY MD | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| LAURIE NORTON MOFFATT | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| BARTON RASER | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| CAROLE G SIEGEL | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| GEORGE T SMITH | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| MARILYN L SPERLING | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| ANN H TRABULSI | |||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| ROBERT P WESPISER | |||||||||
| TRUSTEE/PHYSICIAN/NOT ON AT YEAR END | 0.10 | 1.90 | X | 0 | 133154 | 0 | |||
| DAVID E PHELPS | |||||||||
| PRESIDENT | 10.00 | 40.00 | X | 530620 | 0 | 49029 | X | ||
| D PHELPS RETIREMENT DIST ONE TIME | |||||||||
| PRESIDENT | 1.00 | 0.00 | X | 1878328 | 0 | 0 | X | ||
| DARLENE RODOWICZ | |||||||||
| TREASURER | 0.50 | 49.50 | 494303 | 0 | 39459 | X | |||
| CHERYL M BOUDREAU | |||||||||
| CLERK | 9.50 | 30.50 | 97231 | 0 | 14803 | X | |||
| WILLIAM JONES JR | |||||||||
| PRESIDENT/TREASURER OF LTC | 58.00 | 0.00 | 500256 | 0 | 40820 | X | |||
| WILLIAM YOUNG | |||||||||
| DIRECTOR OF IT | 0.50 | 49.50 | 292079 | 0 | 45832 | X | |||
| ARTHUR MILANO | |||||||||
| VP HUMAN RESOURCES | 2.10 | 47.90 | 263672 | 0 | 40642 | X | |||
| JOHN ROGERS | |||||||||
| VP GENERAL COUNSEL | 10.00 | 40.00 | 449595 | 0 | 44148 | X | |||
| THOMAS ROMEO | |||||||||
| VP PHYSICIAN SERVICES | 0.10 | 49.90 | 266350 | 0 | 38313 | X | |||
| ANTHONY J RINALDI | |||||||||
| VP FAIRVIEW HOSPITAL | 0.10 | 49.90 | 260312 | 0 | 43239 | X | |||
| EUGENE DELLEA | |||||||||
| PRES FAIRVIEW HOSPITAL | 0.10 | 49.90 | 255193 | 0 | 26111 | X | |||
| RUTH BLODGETT | |||||||||
| SR VP SYSTEM PLANNING & PROGAMS | 0.10 | 49.90 | 246361 | 0 | 36572 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5534300 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 412045 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 457480 | TotalOtherCompensation |
| Number Individuals GT100 K | 44 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BILL DUNBAR AND ASSOCIATES | |||||
| 2601 FORTUNE CIRCLE EAST | INDIANAPOLIS | IN | 46241 | CODING & DOCUMENTATION COMPLIANCE | 1039481 |
| NAVIGANT | |||||
| 4511 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | BUSINESS CONSULTING | 856094 |
| MEDICAL INFORMATION TECHNOLOGY | |||||
| MEDITECH CIRCLE | WESTWOOD | MA | 02090 | SOFTWARE MAINTENANCE | 595032 |
| CAIN HIBBARD & MYERS | |||||
| 66 WEST STREET | PITTSFIELD | MA | 01201 | LEGAL SERVICES | 403675 |
| ERNST & YOUNG | |||||
| 200 CLARENDON STREET | BOSTON | MA | 02116 | AUDITING SERVICES | 392500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 25 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CENTRALIZED SVC FEES & OPR SVC | Description |
| Business Code | 561110 | BusinessCode |
| Total Revenue Column | 49427899 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49427899 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 49427899 | TotalProgramServiceRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49427899 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49427899 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2577780 | Total |
| Program Services | 2577780 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21495212 | Total |
| Program Services | 21495212 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 828948 | Total |
| Program Services | 828948 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3620128 | Total |
| Program Services | 3620128 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1580710 | Total |
| Program Services | 1580710 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 870912 | Total |
| Program Services | 870912 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1716539 | Total |
| Program Services | 1716539 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1738734 | Total |
| Program Services | 1738734 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2101960 | Total |
| Program Services | 2101960 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2933545 | Total |
| Program Services | 2933545 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7284587 | Total |
| Program Services | 7284587 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1075110 | Total |
| Program Services | 1075110 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242169 | Total |
| Program Services | 242169 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126217 | Total |
| Program Services | 126217 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13613 | Total |
| Program Services | 13613 | ProgramServices |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| EMPLOYEE RECRUITMENT | 559509 | 559509 |
| EDUCATION SERVICES | 528728 | 528728 |
| LICENSES & DUES | 133498 | 133498 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49427899 | Total |
| Program Services | 49427899 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 192589 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1396984 | BOY |
| EOY | 1796478 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5980803 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3248799 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161649 | BOY |
| EOY | 2732004 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5235012 | BOY |
| EOY | 2290358 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6793645 | BOY |
| EOY | 7011429 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4945538 | BOY |
| EOY | 4361093 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1848107 | BOY |
| EOY | 2650336 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6793645 | BOY |
| EOY | 7011429 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6793645 | BOY |
| EOY | 7011429 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 0 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (4 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | AmountAmount |
|---|---|---|---|
| BERKSHIRE MEDICAL CENTER INC | |||
| 042791396 | 3 | 0 | $0 |
| FAIRVIEW HOSPITAL INC | |||
| 042133860 | 3 | 0 | $0 |
| BERKSHIRE FACULTY SERVICES INC | |||
| 042995053 | 11B | 0 | $0 |
| BERKSHIRE HEALTH SYSTEMS INC | |||
| 042442944 | 11B | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 4 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 427310 | OtherCostOrOtherBasis |
| Book Value | 427310 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2086238 | OtherCostOrOtherBasis |
| Depreciation | 52156 | Depreciation |
| Book Value | 2034082 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 308036 | OtherCostOrOtherBasis |
| Depreciation | 291403 | Depreciation |
| Book Value | 16633 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3159219 | OtherCostOrOtherBasis |
| Depreciation | 2905240 | Depreciation |
| Book Value | 253979 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2732004 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION | Description |
| Book Value | 2290358 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2290358 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION | $2,290,358 |
| DUE TO AFFILIATES | $359,978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2650336 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THERE IS NO FIN 48 FOOTNOTE IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN T BURKE MD | ||||||||||||||
| TRUSTEE/PHYSICIAN | 0 | 194286 | 0 | 0 | 0 | 18949 | 0 | 9982 | 0 | 33387 | 0 | 256604 | 0 | 0 |
| DAVID E PHELPS | ||||||||||||||
| PRESIDENT | 475914 | 0 | 0 | 0 | 54706 | 0 | 11250 | 0 | 37779 | 0 | 579649 | 0 | 0 | 0 |
| D PHELPS RETIREMENT DIST ONE TIME | ||||||||||||||
| PRESIDENT | 0 | 0 | 0 | 0 | 1878328 | 0 | 0 | 0 | 0 | 0 | 1878328 | 0 | 0 | 0 |
| DARLENE RODOWICZ | ||||||||||||||
| TREASURER | 367007 | 0 | 0 | 0 | 127296 | 0 | 11250 | 0 | 28209 | 0 | 533762 | 0 | 0 | 0 |
| WILLIAM JONES JR | ||||||||||||||
| PRESIDENT/TREASURER OF LTC | 368431 | 0 | 0 | 0 | 131825 | 0 | 11250 | 0 | 29570 | 0 | 541076 | 0 | 0 | 0 |
| WILLIAM YOUNG | ||||||||||||||
| DIRECTOR OF IT | 246530 | 0 | 0 | 0 | 45549 | 0 | 11250 | 0 | 34582 | 0 | 337911 | 0 | 0 | 0 |
| ARTHUR MILANO | ||||||||||||||
| VP HUMAN RESOURCES | 178450 | 0 | 0 | 0 | 85222 | 0 | 11250 | 0 | 29392 | 0 | 304314 | 0 | 0 | 0 |
| JOHN ROGERS | ||||||||||||||
| VP GENERAL COUNSEL | 317166 | 0 | 0 | 0 | 132429 | 0 | 11250 | 0 | 32898 | 0 | 493743 | 0 | 0 | 0 |
| THOMAS ROMEO | ||||||||||||||
| VP PHYSICIAN SERVICES | 193494 | 0 | 0 | 0 | 72856 | 0 | 9764 | 0 | 28549 | 0 | 304663 | 0 | 0 | 0 |
| ANTHONY J RINALDI | ||||||||||||||
| VP FAIRVIEW HOSPITAL | 167460 | 0 | 0 | 0 | 92852 | 0 | 9883 | 0 | 33356 | 0 | 303551 | 0 | 0 | 0 |
| EUGENE DELLEA | ||||||||||||||
| PRES FAIRVIEW HOSPITAL | 172408 | 0 | 0 | 0 | 82785 | 0 | 10969 | 0 | 15142 | 0 | 281304 | 0 | 0 | 0 |
| RUTH BLODGETT | ||||||||||||||
| SR VP SYSTEM PLANNING & PROGAMS | 171906 | 0 | 0 | 0 | 74455 | 0 | 9950 | 0 | 26622 | 0 | 282933 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | 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. A PORTION OF THE COMPENSATION AMOUNT PAID TO OFFICERS OF THE FILING ENTITY IS ALLOCATED INTERNALLY AMONG THE FILING ENTITY AND ITS 26 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 ENTITIY), 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. 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. CONTRIBUTIONS TO MR. PHELPS RETIREMENT PROGRAM HAVE BEEN FULLY REPORTED IN PRIOR YEARS. MR. PHELPSS INTEREST IN THE RETIREMENT PROGRAM BECAME FULLY VESTED AND, THEREFORE, FULLY REPORTABLE AND TAXABLE AS INCOME IN THE REPORTING YEAR. THE FULL AMOUNT OF MR. PHELPS INTEREST IN THE RETIREMENT PROGRAM IS REFLECTED ON FORM 990 PART VII LINE 1A ITEM 26 AND SCHEDULE J PART II ITEM 3. A PORTION OF THE RETIREMENT PROGRAM FUNDING IS ALLOCATED AMONG BERKSHIRE HEALTH SYSTEMS AND ITS DIRECT AFFILIATES. DAVID E. PHELPS, PRESIDENT (ALLOCATION IS INCLUSIVE OF $107,692 LIFE INSURANCE IN OTHER BENEFITS): BERKSHIRE MEDICAL CENTER, INC. 25.9 HOURS/50 TOTAL HOURS $358,104 BERKSHIRE FACULTY SERVICES, INC. 8.6/50 HOURS $120,285 FAIRVIEW HOSPITAL 3.5/50 HOURS $47,427 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 2/50 HOURS $24,057 BHS MANAGEMENT SERVICES, INC. 10/50 HOURS FOR THE BENEFIT OF: BOURNE MANAGEMENT SYSTEMS, INC. $ 9,210 GREENFIELD MANAGEMENT SYSTEMS, INC. $ 8,523 NEW BEDFORD MANAGEMENT SYSTEMS, INC. $ 9,760 NORTHAMPTON MANAGEMENT SYSTEMS, INC. $ 8,248 EAST LONGMEADOW MANAGEMENT SYSTEMS, INC. $ 4,674 DANVERS MANAGEMENT SYSTEMS, INC. $ 4,399 PEABODY MANAGEMENT SYSTEMS, INC. $ 7,973 SOUTH YARMOUTH MANAGEMENT SYSTEMS, INC. $ 5,086 BERKSHIRE PENNSYLVANIA, INC. $ 7,561 XENIA EAST MANAGEMENT SYSTEMS, INC. $ 2,199 WILLOWOOD OF GREAT BARRINGTON, INC. $ 7,011 WILLOWOOD OF NORTH ADAMS, INC. $ 7,973 WILLOWOOD OF WILLIAMSTOWN, INC. $ 10,035 HILLCREST EXTENDED CARE SERVICES, INC. $ 18,421 BERKSHIRE RETIREMENT COMMUNITY, INC. $ 6,186 BERKSHIRE EXTENDED CARE SERVICES, INC. $ 550 INTEGRINURSE, INC. $ 1,650 INTEGRISCRIPT, INC. $ 3,987 HOSPICECARE IN THE BERKSHIRES, INC. $ 8,798 PITTSFIELD MANAGEMENT SYSTEMS, INC. $ 5,224 NON-AFFILIATED RABBI TRUST (ONE TIME PAYMENT) $1,770,636 DARLENE RODOWICZ: BERKSHIRE MEDICAL CENTER, INC. 37 HOURS/50 TOTAL HOURS $394,984 BERKSHIRE FACULTY SERVICES, INC. 7/50 HOURS $74,726 FAIRVIEW HOSPITAL 3/50 HOURS $32,026 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 2.5/50 HOURS $26,688 BHS MANAGEMENT SERVICES, INC. 0.5/50 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $5,338 WILLIAM JONES: BHS MANAGEMENT SERVICES, INC. 50/50 HOURS FOR THE BENEFIT OF: BOURNE MANAGEMENT SYSTEMS, INC. $ 36,272 GREENFIELD MANAGEMENT SYSTEMS, INC. $ 33,366 NEW BEDFORD MANAGEMENT SYSTEMS, INC. $ 38,176 NORTHAMPTON MANAGEMENT SYSTEMS, INC. $ 32,665 EAST LONGMEADOW MANAGEMENT SYSTEMS, INC. $ 18,637 DANVERS MANAGEMENT SYSTEMS, INC. $ 17,334 PEABODY MANAGEMENT SYSTEMS, INC. $ 31,463 SOUTH YARMOUTH MANAGEMENT SYSTEMS, INC. $ 20,040 BERKSHIRE PENNSYLVANIA, INC. $ 30,060 XENIA EAST MANAGEMENT SYSTEMS, INC. $ 8,417 WILLOWOOD OF GREAT BARRINGTON, INC. $ 27,354 WILLOWOOD OF NORTH ADAMS, INC. $ 31,262 WILLOWOOD OF WILLIAMSTOWN, INC. $ 39,579 HILLCREST EXTENDED CARE SERVICES, INC. $ 72,745 BERKSHIRE RETIREMENT COMMUNITY, INC. $ 24,749 BERKSHIRE EXTENDED CARE SERVICES, INC. $ 2,104 INTEGRINURSE, INC. $ 6,212 INTEGRISCRIPT, INC. $ 15,731 HOSPICECARE IN THE BERKSHIRES, INC. $ 20,441 PITTSFIELD MANAGEMENT SYSTEMS, INC. $ 34,469 ARTHUR D. MILANO: BERKSHIRE MEDICAL CENTER, INC. 37.26 HOURS/50 TOTAL HOURS $226,767 BERKSHIRE FACULTY SERVICES, INC. 8.51/50 HOURS $51,794 FAIRVIEW HOSPITAL 2.13/50 HOURS $12,964 BHS MANAGEMENT SERVICES, INC. 2.1/50 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $609 BOURNE MANAGEMENT SYSTEMS, INC. $609 GREENFIELD MANAGEMENT SYSTEMS, INC. $609 NEW BEDFORD MANAGEMENT SYSTEMS, INC. $609 NORTHAMPTON MANAGEMENT SYSTEMS, INC. $609 EAST LONGMEADOW MANAGEMENT SYSTEMS, INC. $609 DANVERS MANAGEMENT SYSTEMS, INC. $609 PEABODY MANAGEMENT SYSTEMS, INC. $609 SOUTH YARMOUTH MANAGEMENT SYSTEMS, INC. $609 BERKSHIRE PENNSYLVANIA, INC. $609 XENIA EAST MANAGEMENT SYSTEMS, INC. $609 WILLOWOOD OF GREAT BARRINGTON, INC. $609 WILLOWOOD OF NORTH ADAMS, INC. $609 WILLOWOOD OF WILLIAMSTOWN, INC. $609 HILLCREST EXTENDED CARE SERVICES, INC. $609 BERKSHIRE RETIREMENT COMMUNITY, INC. $609 BERKSHIRE EXTENDED CARE SERVICES, INC. $609 INTEGRINURSE, INC. $609 INTEGRISCRIPT, INC. $609 HOSPICECARE IN THE BERKSHIRES, INC. $609 PITTSFIELD MANAGEMENT SYSTEMS, INC. $609 WILLIAM YOUNG: BERKSHIRE MEDICAL CENTER, INC. 36.5 HOURS/50 TOTAL HOURS $246,675 BERKSHIRE FACULTY SERVICES, INC. 9/50 HOURS $60,824 FAIRVIEW HOSPITAL 4/50 HOURS $27,033 BHS MANAGEMENT SERVICES, INC. .5/50 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $3,379 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | BERKSHIRE HEALTH SYSTEMS, INC. IS THE SOLE CORPORATE MEMBER OF BHS MANAGEMENT SERVICES, INC. | |
| 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 11 | BERKSHIRE HEATLH 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 AND SENIOR MANAGEMENT TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST (A) ANNUALLY AND (B) AS POTENTIAL CONFLICTS ARISE. SENIOR EMPLOYEES ARE NOT PERMITTED TO HAVE MATERIAL CONFLICTS OF INTEREST. 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 YEAR ENDED 9/30/13. | |
| 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, SCHEDULE J | JOHN ROGERS BERKSHIRE MEDICAL CENTER INC. - 25 HOURS/WEEK FAIRVIEW HOSPITAL - 3.5 HOURS/WEEK BERKSHIRE FACULTY SERVICES, INC. - 11.5 HOURS/WEEK BERKSHIRE HEALTHCARE SYSTEMS, INC. - 10 HOURS/WEEK ANTHONY J. RINALDI FAIRVIEW HOSPITAL - 50 HOURS/WEEK EUGENE A. DELLEA FAIRVIEW HOSPITAL - 50 HOURS/WEEK THOMAS ROMEO BERKSHIRE FACULTY SERVICES, INC. - 50 HOURS/WEEK RUTH BLODGETT BERKSHIRE MEDICAL CENTER, INC. - 50 HOURS/WEEK BRIAN T BURKE, MD FAIRVIEW HOSPITAL - 48 HOURS/WEEK EDMUND H HORNSTEIN, DO BERKSHIRE MEDICAL CENTER, INC. - CONTRACTED AS NEEDED ROBERT P WESPISER, MD BERKSHIRE MEDICAL CENTER, INC. - CONTRACTED AS NEEDED | AVERAGE HOURS DEVOTED TO RELATED ORGANIZATIONS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HEALTH SYSTEMS INC | ||||||||||
| 725 NORTH STREET | PITTSFIELD | MA | 01201 | 042442944 | PARENT CORP | MA | 501 (C) (3) | 11B | 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) | 11B | 0 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|
| TRI-STATE MEDICAL MANAGEMENT CORP | ||||||||||
| 725 NORTH STREET | PITTSFIELD | MA | 01201 | 042913352 | REAL ESTATE MANAGEMENT | MA | FAIRVIEW HOSPITAL | C | 0 | |
| WILLIAMSTOWN MEDICAL ASSOCIATES PC | ||||||||||
| 197 ADAMS ROAD | WILLIAMSTOWN | MA | 01267 | 042680535 | HEALTH SERVICES | MA | C | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| WILLIAMSTOWN MEDICAL ASSOCIATES PC | ||
| D | 161717 | ACTUAL DOLLAR AMOUNT ADVANCED |
| WILLIAMSTOWN MEDICAL ASSOCIATES PC | ||
| J | 135000 | ACTUAL DOLLAR AMOUNT RECEIVED |