WILLOWOOD OF GREAT BARRINGTON INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WILLOWOOD OF GREAT BARRINGTON INC (EIN 04-2854118)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201323179349305177
- Schema version
- 2012v2.0
- 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 | 2013-11-13T13:27:42-08:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042854118 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Willowood of Great Barrington Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 4134472996 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 North Street Suite 210 | AddressLine1 |
| City | Pittsfield | City |
| State | MA | State |
| ZIP Code | 01201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | William C Jones Jr | Name |
| Title | President/Treasurer | Title |
| Date Signed | 2013-11-13 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | William C Jones Jr | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 North Street Suite 210 | AddressLine1 |
| City | Pittsfield | City |
| State | MA | State |
| ZIP Code | 01201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12463294 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2000 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | Skilled nursing facility | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 2 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 2 | NbrIndependentVotingMembers |
| Total Nbr Employees | 204 | TotalNbrEmployees |
| Total Nbr Volunteers | 12 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12085189 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12462431 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 366 | InvestmentIncomePriorYear |
| Investment Income Current Year | 38 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1817 | OtherRevenuePriorYear |
| Other Revenue Current Year | 825 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12087372 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12463294 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5967543 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6170975 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6203205 | OtherExpensePriorYear |
| Other Expenses Current Year | 6379754 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12170748 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12550729 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -83376 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -87435 | RevenuesLessExpensesCY |
| Total Assets BOY | 14955570 | TotalAssetsBOY |
| Total Assets EOY | 14770068 | TotalAssetsEOY |
| Total Liabilities BOY | 22069048 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22298661 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -7113478 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -7528593 | NetAssetsOrFundBalancesEOY |
| Mission Description | Willowood of Great Barrington, Inc. is a not-for-profit consumer-centered organization committed to fulfilling the health and residential needs of the population in the communities we serve. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 11320170 | Expense |
| Revenue | 12463294 | Revenue |
| Description | This corporation is formed exclusively for charitable purposes and to acquire, establish, maintain and operate skilled nursing and extended care facilities and render related services to residents who are supported by the Medicaid and Medicare programs as well as by private funds. | Description |
| Total Program Service Expense | 11320170 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 35 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 204 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 2 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 2 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | false | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | William C Jones Jr President | NamePerson |
| Telephone Number | 4134472996 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 North St Ste 210 | AddressLine1 |
| City | Pittsfield | City |
| State | MA | State |
| ZIP Code | 01201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Lynn Murphy | |||||||
| Clerk | 0.00 | 40.00 | X | 0 | 0 | 0 | |
| William C Jones Jr | |||||||
| President/Treas | 2.70 | 54.00 | X | 0 | 500256 | 40820 | |
| D Phelps Rabbi Trust | |||||||
| * one time | 0.00 | 0.00 | X | 0 | 1770636 | 0 | |
| David E Phelps | |||||||
| CEO | 0.50 | 50.00 | X | 0 | 638312 | 49029 | |
| Katie Coburn | |||||||
| Administrator | 40.00 | 0.00 | 116781 | 0 | 6515 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 116781 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2909204 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 96364 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| IntegriNurse Inc | |||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | Nursing Registry | 1013415 |
| Grahm Sturz | |||||
| 977 Holmes Road | Pittsfield | MA | 01201 | Maintenance CPS | 117850 |
| Genesis Eldercare Rehab Serv | |||||
| PO Box 7777 | Philadelphia | PA | 19175 | Therapy | 1128782 |
| Expert Staffing | |||||
| 120 Stafford St Suite 2 | Worchester | MA | 01605 | Nursing Registry | 117138 |
| Berkshire Health Systems Inc | |||||
| 725 North Street | Pittsfield | MA | 01201 | Management Services | 750301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Patient Room & Board | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 12462431 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12462431 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12462431 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38 | TotalRevenueColumn |
| Exclusion | $38 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Total Revenue Column | 825 | TotalRevenueColumn |
| Exclusion | $825 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 825 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12463294 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12462431 | RelatedOrExemptFunctionIncome |
| Exclusion | $863 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4980262 | Total |
| Program Services | 4661525 | ProgramServices |
| Management And General | 318737 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 818978 | Total |
| Program Services | 766563 | ProgramServices |
| Management And General | 52415 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 371735 | Total |
| Program Services | 347944 | ProgramServices |
| Management And General | 23791 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 698921 | Total |
| Management And General | 698921 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17094 | Total |
| Management And General | 17094 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10223 | Total |
| Program Services | 10223 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14623 | Total |
| Program Services | 14623 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268481 | Total |
| Program Services | 251298 | ProgramServices |
| Management And General | 17183 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 642161 | Total |
| Program Services | 601063 | ProgramServices |
| Management And General | 41098 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Telephone | 48310 | 48310 | |
| Provision for Uncoll Accts | 61320 | 61320 | |
| Equipment Rental | 147420 | 147420 | |
| Supplies | 4460022 | 4460022 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11179 | Total |
| Program Services | 11179 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12550729 | Total |
| Program Services | 11320170 | ProgramServices |
| Management And General | 1230559 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73550 | BOY |
| EOY | 32015 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1248188 | BOY |
| EOY | 1399357 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37384 | BOY |
| EOY | 37384 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 263005 | BOY |
| EOY | 260313 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15284910 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2423351 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13144593 | BOY |
| EOY | 12861559 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188850 | BOY |
| EOY | 179440 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14955570 | BOY |
| EOY | 14770068 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1599867 | BOY |
| EOY | 1417449 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9797794 | BOY |
| EOY | 12466704 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10671387 | BOY |
| EOY | 8414508 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22069048 | BOY |
| EOY | 22298661 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -7113478 | BOY |
| EOY | -7528593 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -7113478 | BOY |
| EOY | -7528593 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14955570 | BOY |
| EOY | 14770068 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -87435 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -327680 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10696713 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10632957 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11444753 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12085189 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12462431 | CurrentTaxYear |
| Total | 57322043 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10696713 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10632957 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11444753 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12085189 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12462431 | CurrentTaxYear |
| Total | 57322043 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 57322043 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7041 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1990 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1029 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 366 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38 | CurrentTaxYear |
| Total | 10464 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7041 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1990 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1029 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 366 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38 | CurrentTaxYear |
| Total | 10464 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2966 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 161 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2727 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1817 | CurrentTaxYearMinus1Year |
| Current Tax Year | 825 | CurrentTaxYear |
| Total | 8496 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10706720 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10635108 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11448509 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12087372 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12463294 | CurrentTaxYear |
| Total | 57341003 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99970 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99930 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00020 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00050 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $2,188 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 2188 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i | Identifier |
| Return Reference | Part II-B, Line 1i - Other Activities Description | ReturnReference |
| Explanation | Part II-B, Line 1(I), Other Lobbying Activities:Annual membership dues are paid to Massachusetts Senior Care Association and American Healthcare Association. A portion of these dues are used to conduct lobbying activities for the fiscal year ending 12/31/12. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1880000 | OtherCostOrOtherBasis |
| Book Value | 1880000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9820000 | OtherCostOrOtherBasis |
| Depreciation | 654667 | Depreciation |
| Book Value | 9165333 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1765724 | OtherCostOrOtherBasis |
| Depreciation | 804340 | Depreciation |
| Book Value | 961384 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1817036 | OtherCostOrOtherBasis |
| Depreciation | 964344 | Depreciation |
| Book Value | 852692 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2150 | OtherCostOrOtherBasis |
| Book Value | 2150 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12861559 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Due to 501(c)(3) affiliates | Description |
| Amount | $8,414,508 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8414508 | TotalOfAmounts |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|
| William C Jones Jr | |||
| President/Treas | 500256 | 40820 | 541076 |
| David E Phelps | |||
| CEO | 638312 | 49029 | 687341 |
| D Phelps Rabbi Trust | |||
| * one time | 1770636 | 1770636 | |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part III, Additional Information | Identifier |
| Return Reference | Part III, Additional Information | 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 all compensated by BHS Management Services, Inc., ("BHSMS")a supporting organization of the filing entity. 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 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 of the filing entity is reviewed and established at least biannually by the independent volunteer governing body of the Berkshire Health Systems, Inc., (the parent company of BHSMS) 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 the president of the filing entity is reviewed and established at least biannually the the independent volunteer governing body of Berkshire Healthcare Systems, Inc., (the filing entity or parent company of the filing entity) based on performance reviews and comparison to independently established, regionally appropriate benchmarks for similiar positions in similarly sized healthcare organizations, as verified by independent, nationally recognized compensation consultants. Compensation of any other officers and key employees is set in accordance with governing-body established principles based on comparable benchmarks identified by such independent consultants. The governing bodies currently target 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 conpensation 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. For a variety of reasons, the agreed-upon retirement obligation was not fully funded over the twenty years of Mr. Phelps' service and, in 2010, the governing body of Berkshire Health Systems and Mr. Phelps agreed to remedy that shortfall by (a) significantly reducing the retirement benefit, (b) fully catching up the funding of the reduced program over a two-year period and (c) discontinuing any further supplemental retirement program for Mr. Phelps during any remaining period of his employment at Berkshire Health Systems and its affiliates. The catch-up funding of the retirement program was paid over to Mr. Phelps during the reporting year from a Rabbi Trust because, by agreement it became fully vested and, therefore, fully taxable in the reporting year. The catch-up funding amounts for the reduced retirement program are reflected on Form 990 Part VII Item 1(a) line 2 columns E and F and Schedule J part II line 2(ii), column b through E below. Although the retirement program funding is allocated among Berkshire Health Systems and it's direct affiliates, no part of the retirement program funding is allocated among the filing entity or its direct affiliates. David E. Phelps William C. Jones Hrs/Wk Dollars Hrs/Wk DollarsBourne Management Systems, Inc. 0.67 $ 8,553 3.62 $33,516Greenfield Management Systems, Inc. 0.62 $ 7,875 3.33 $30,857New Bedford Management Systems, Inc. 0.71 $ 9,012 3.81 $35,315In reference to Schedule J Part 2, cont.Northampton Management Systems, Inc. 0.60 $ 7,710 3.26 $30,213East Longmeadow Management Systems, Inc. 0.34 $ 4,403 1.86 $17,254Danvers Management Systems, Inc. 0.32 $ 4,097 1.73 $16,054Peabody Management Systems, Inc. 0.58 $ 7,422 3.14 $29,086South Yarmouth Management Systems, Inc. 0.37 $ 4,733 2.00 $18,547Berkshire Pennsylvania, Inc. 0.55 $ 7,066 2.99 $27,688Xenia East Management Systems, Inc. 0.16 $ 1,983 0.84 $ 7,772Willowood of Great Barrington, Inc. 0.51 $ 6,450 2.73 $25,274Willowood of North Adams, Inc. 0.58 $ 7,387 3.12 $28,946Willowood of Williamstown, Inc. 0.73 $ 9,337 3.95 $36,588Hillcrest Extended Care Services, Inc. 1.34 $17,160 7.26 $67,245Berkshire Retirement Community, Inc. 0.45 $ 5,829 2.47 $22,842Berkshire Extended Care Services, Inc. 0.04 $ 496 0.21 $ 1,943IntegriNurse, Inc. 0.12 $ 1,468 0.62 $ 5,754IntegriScript, Inc. 0.29 $ 3,720 1.57 $14,576In reference to Schedule J Part 2, cont.Pittsfield Management Systems, Inc. 0.64 $ 8,136 3.44 $31,879HospiceCare in the Berkshires, Inc. 0.38 $ 4,825 2.04 $18,907Non Affiliated Entities 40.00 $510,650 0.00 $ 0Non Affiliated Rabbi Trust (one time) n/a $1,770,636 | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mass Dev Finance Agency | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Issued | 2010-12-30 | DateIssued |
| Issue Price | 9300000 | IssuePrice |
| Description Of Purpose | Property acquisition | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 9300000 | TotalProceeds |
| Capital Expenditures | 9300000 | CapitalExpenditures |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Engage Bond Counsel Research | false | EngageBondCounselResearch |
| Bond Iss Meet Prvt Security Pay Test | false | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | true | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Rebate Not Due Yet | true | RebateNotDueYet |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part XI, Line 9 | Other Changes In Net Assets Or Fund Balances - Other Decreases | Effect of interest rate swap = -$327680 |
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Governance documents, the conflict of interest policy and financial statements are available to the public at the office of the Vice President and General Counsel at 725 North Street, Pittsfield, MA 01201, and at the President/Treasurer's office at 75 North Street, Pittsfield, MA 01201. |
| Form 990, Part VI, Line 15a | Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | Performance and compensation of the CEO and President are reviewed annually by a subcommittee of the governing bodies, whose members are independent. The full governing bodies reviews and approves the compensation of the CEO and President. Every two or three years, the organization engages a nationally recognized healthcare compensation firm to provide information concerning market rates of compensation and assess the organization's compensation structure against those independent benchmarks. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The organization enforces and monitors its conflict of interest policy by requiring all members of the governing body and senior employees to disclose potential conflicts of interest (a) annually and (b) as potential conflicts arise. Senior employees are not permitted to have material conflicts of interests and members of the governing body are to abstain from action that may be influenced by their conflict or potential conflict. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | Form 990 is reviewed by executive management. Prior to filing, all members of the Berkshire Healthcare Systems, Inc. Board are provided with a copy of Form 990 via a secure intranet connection. The Berkshire Healthcare Systems, Inc. Board delegates review of Form 990 to its Finance Committee. Finance Committee members conduct their review of Form 990 prior to filing. |
| Form 990, Part VI, Line 8 | Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings | Berkshire Healthcare Systems, Inc. (BHCS) is the parent corporation of Willowood Extended Care Services, Inc. Willowood of Great Barrington, Inc. is a subsidiary of Willowood Extended Care Services, Inc. Governance duties conducted on behalf of Willowood of Great Barrington, Inc., take place at the BHCS level. Meetings of the governing board and committees with authority to act on behalf of the governing board of BHCS are documented. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (25 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| IntegriScript Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 271465523 | Closed door pharmacy | MA | 501(c)(3) | 11b | BHCS Management Services Inc | false |
| HospiceCare in the Berkshires Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 043084466 | Provide hospice and palliative care | MA | 501(c)(3) | 7 | Berkshire Healthcare Systems Inc | false |
| Pittsfield Management Systems Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 042982134 | Skilled nursing facility | MA | 501(c)(3) | 9 | Berkshire Healthcare Systems Inc | false |
| BHCS Management Services Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 043031987 | Management services | MA | 501(c)(3) | 3 | Berkshire Healthcare Systems Inc | false |
| Xenia West Management Systems Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 311295975 | Skilled nursing facility | OH | 501(c)(3) | 3 | Fairview Extended Care Services Inc | false |
| Xenia East Management Systems Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 311295974 | Skilled nursing facility | OH | 501(c)(3) | 3 | Fairview Extended Care Services Inc | false |
| Berkshire Healthcare Systems Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 043030633 | Maintain skilled nursing facilities | MA | 501(c)(3) | 11a | na | false |
| Willowood of Williamstown Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 042893911 | Skilled nursing facility | MA | 501(c)(3) | 9 | Willowood Extended Care Services Inc | false |
| Willowood of North Adams Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 042893906 | Skilled nursing facility | MA | 501(c)(3) | 9 | Willowood Extended Care Services Inc | false |
| Willowood Extended Care Services Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 043480600 | Maintain skilled nursing facilities | MA | 501(c)(3) | 11a | Berkshire Healthcare Systems Inc | false |
| Danvers Management Systems Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 043080765 | Skilled nursing facility | MA | 501(c)(3) | 3 | Fairview Extended Care Services Inc | false |
| New Bedford Management Systems Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 043337124 | Skilled nursing facility | MA | 501(c)(3) | 9 | CEC Management Systems Inc | false |
| Peabody Management Systems Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 043080764 | Skilled nursing facility | MA | 501(c)(3) | 3 | Fairview Extended Care Services Inc | false |
| Northampton Management Systems Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 043337116 | Skilled nursing facility | MA | 501(c)(3) | 9 | CEC Management Systems Inc | false |
| IntegriNurse Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 261446630 | Nursing staffing | MA | 501(c)(3) | 11b | BHCS Management Services Inc | false |
| South Yarmouth Management Systems Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 043080763 | Skilled nursing facility | MA | 501(c)(3) | 3 | Fairview Extended Care Services Inc | false |
| Greenfield Management Systems Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 043337128 | Skilled nursing facility | MA | 501(c)(3) | 9 | CEC Management Systems Inc | false |
| East Longmeadow Management Systems Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 043080762 | Skilled nursing facility | MA | 501(c)(3) | 3 | Fairview Extended Care Services Inc | false |
| Fairview Extended Care Services Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 042979430 | Maintain skilled nursing facilities | MA | 501(c)(3) | 3 | Berkshire Healthcare Systems Inc | false |
| CEC Management Systems Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 043337130 | Maintain skilled nursing facilities | MA | 501(c)(3) | 11a | Berkshire Healthcare Systems Inc | false |
| Bourne Management Systems Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 043337127 | Skilled nursing facility | MA | 501(c)(3) | 9 | CEC Management Systems Inc | false |
| Berkshire Retirement Community Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 222579838 | Skilled nursing facility and residential units | MA | 501(c)(3) | 9 | Berkshire Healthcare Systems Inc | false |
| Berkshire Pennsylvania Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 251627992 | Skilled nursing facility | PA | 501(c)(3) | 3 | Fairview Extended Care Services Inc | false |
| Hillcrest Extended Care Services Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 363700875 | Skilled nursing facility | MO | 501(c)(3) | 3 | Willowood Extended Care Services Inc | false |
| Berkshire Extended Care Services Inc | ||||||||||
| 75 North Street Suite 210 | Pittsfield | MA | 01201 | 043020520 | Skilled nursing facility | MA | 501(c)(3) | 3 | Berkshire Retirement Community Inc | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BHCS Management Company Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 North Street Suite 210 | AddressLine1 |
| City | Pittsfield | City |
| State | MA | State |
| ZIP Code | 01201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043472881 | EIN |
| Primary Activity | Management company | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berkshire Healthcare Systems Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C corp | TypeOfEntity |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |