BHS MANAGEMENT SERVICES INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BHS MANAGEMENT SERVICES INC (EIN 22-2755258)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-15
- IRS object ID
- 201222289349303592
- Schema version
- 2010v3.4
- 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 | 2012-08-15T16:54:23-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | 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 | 2012-08-15 | DateSigned |
| Authorize Third Party | 0 | AuthorizeThirdParty |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 41519875 | 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 | 347 | 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 | 39487225 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 41519875 | 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 | 39487225 | TotalRevenuePriorYear |
| Total Revenue Current Year | 41519875 | 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 | 25817075 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 26066977 | 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 | 13670150 | OtherExpensePriorYear |
| Other Expenses Current Year | 15452898 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 39487225 | TotalExpensesPriorYear |
| Total Expenses Current Year | 41519875 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 0 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 0 | RevenuesLessExpensesCY |
| Total Assets BOY | 4953729 | TotalAssetsBOY |
| Total Assets EOY | 5372113 | TotalAssetsEOY |
| Total Liabilities BOY | 4953729 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5372113 | 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 | 41519875 | Expense |
| Revenue | 41519875 | Revenue |
| Description | BHS MANAGEMENT SERVICES PROVIDES MANAGEMENT SERVICES 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 | 41519875 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 111 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 347 | 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| 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 | 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 | X | 0 | 0 | 0 | |||
| THOMAS O ANDREWS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ALFRED A BARBALUNGA | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| BRONLY S BOYD | ||||||||
| TRUSTEE/VICE CHAIR | 2.00 | X | 0 | 0 | 0 | X | ||
| BRIAN T BURKE MD | ||||||||
| TRUSTEE/PHYSICIAN | 2.00 | X | 0 | 200213 | 37926 | |||
| KIT DOBELLE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| TIMOTHY C DOHERTY | ||||||||
| TRUSTEE/CHAIR | 2.00 | X | 0 | 0 | 0 | X | ||
| RICHARD M DOHONEY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| BRIAN H FAIRBANK | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| A KING FRANCIS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DENNIS J HOGAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| EDMUND H HORNSTEIN DO | ||||||||
| TRUSTEE/CONTRACTED PHYSICI | 2.00 | X | 0 | 87569 | 0 | |||
| JOHN R KEARNS MD | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| SUSAN M KORMANIK | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| LORINDA ACKLEY MAZUR | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JOAN M MCFALLS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| LAURIE NORTON MOFFATT | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DAVID E PHELPS | ||||||||
| PRESIDENT | 58.00 | X | 522520 | 0 | 39741 | X | ||
| PAUL E RAVERTA | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CAROLE G SIEGEL | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| GEORGE T SMITH | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MARILYN L SPERLING | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ANN H TRABULSI | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ROBERT P WESPISER | ||||||||
| TRUSTEE/CONTRACTED PHYSICI | 2.00 | X | 0 | 132035 | 0 | |||
| THADDEUS S WELCH | ||||||||
| TRUSTEE/NOT SERVING AT YEA | 2.00 | X | 0 | 0 | 0 | |||
| DARLENE RODOWICZ | ||||||||
| TREASURER | 51.00 | 329477 | 0 | 35957 | X | |||
| PHELPSD ONE-TIME RETIREMENT BEN ADJ | ||||||||
| PRESIDENT | 0.10 | 1085553 | 0 | 0 | X | |||
| CHERYL M BOUDREAU | ||||||||
| CLERK | 41.00 | 79974 | 0 | 13078 | X | |||
| WILLIAM JONES JR | ||||||||
| VP LONG TERM CARE | 50.00 | 386910 | 0 | 34811 | X | |||
| ARTHUR MILANO | ||||||||
| VP HUMAN RESOURCES | 50.00 | 191326 | 0 | 31820 | X | |||
| WILLIAM YOUNG | ||||||||
| DIRECTOR OF IT | 50.00 | 236809 | 0 | 32793 | X | |||
| EUGENE DELLEA | ||||||||
| PRES FAIRVIEW HOSPITAL | 50.00 | 207428 | 0 | 19464 | X | |||
| ANTHONY J RINALDI | ||||||||
| VP FAIRVIEW HOSPITAL | 50.00 | 214655 | 0 | 34921 | X | |||
| JOHN ROGERS | ||||||||
| VP GENERAL COUNSEL | 50.00 | 342931 | 0 | 35958 | X | |||
| LISA TRUMBLE | ||||||||
| VP PHYSICIAN SERVICES | 50.00 | 263865 | 0 | 29148 | X | |||
| JILL M ZUCCO | ||||||||
| REG. DIRECTOR OF OPERATIONS | 50.00 | 208876 | 0 | 35481 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4070324 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 419817 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 381098 | TotalOtherCompensation |
| Number Individuals GT100 K | 36 | 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 |
|---|---|---|---|---|---|
| ERNST & YOUNG | |||||
| 200 CLARENDON STREET | BOSTON | MA | 02116 | AUDITING SERVICES | 571140 |
| CAIN HIBBARD & MYERS | |||||
| 66 WEST STREET | PITTSFIELD | MA | 01201 | LEGAL SERVICES | 564826 |
| MEDICAL INFORMATION TECHNOLOGY | |||||
| MEDITECH CIRCLE | WESTWOOD | MA | 02090 | SOFTWARE MAINTENANCE | 526109 |
| PRICEWATERHOUSE COOPERS | |||||
| 300 MADISON AVENUE | NEW YORK | NY | 10017 | CONSULTING SERVICES | 483660 |
| BERKSHIRE COMMUNITY COLLEGE | |||||
| 1350 WEST STREET | PITTSFIELD | MA | 01201 | EDUCATION SERVICES | 202068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 19 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CENTRALIZED SVC FEES & | Description |
| Business Code | 561110 | BusinessCode |
| Total Revenue Column | 41519875 | TotalRevenueColumn |
| Related Or Exempt Function Income | 41519875 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 41519875 | TotalProgramServiceRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41519875 | TotalRevenueColumn |
| Related Or Exempt Function Income | 41519875 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2073804 | Total |
| Program Services | 2073804 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18474730 | Total |
| Program Services | 18474730 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 643535 | Total |
| Program Services | 643535 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3489942 | Total |
| Program Services | 3489942 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1384966 | Total |
| Program Services | 1384966 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1009683 | Total |
| Program Services | 1009683 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1470120 | Total |
| Program Services | 1470120 | ProgramServices |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89225 | Total |
| Program Services | 89225 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3734078 | Total |
| Program Services | 3734078 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1060589 | Total |
| Program Services | 1060589 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2955992 | Total |
| Program Services | 2955992 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3251974 | Total |
| Program Services | 3251974 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 914647 | Total |
| Program Services | 914647 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306384 | Total |
| Program Services | 306384 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44848 | Total |
| Program Services | 44848 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18655 | Total |
| Program Services | 18655 | ProgramServices |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| EMPLOYEE RECRUITMENT | 503193 | 503193 |
| EDUCATION SERVICES | 65482 | 65482 |
| LICENSES & DUES | 28028 | 28028 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41519875 | Total |
| Program Services | 41519875 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15718 | BOY |
| EOY | 16260 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2300 | BOY |
| EOY | 18996 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1227751 | BOY |
| EOY | 1762282 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3284231 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3061213 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 176541 | BOY |
| EOY | 223018 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3531419 | BOY |
| EOY | 3351557 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4953729 | BOY |
| EOY | 5372113 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3711852 | BOY |
| EOY | 3970044 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1241877 | BOY |
| EOY | 1402069 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4953729 | BOY |
| EOY | 5372113 | 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 | 4953729 | BOY |
| EOY | 5372113 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: MONETARY SUPPORT IS NOT REQUIRED. THIS ORGANIZATION PROVIDES SUPPORT IN THE FORM OF PROVIDING MANAGEMENT SERVICES TO ITS SUPPORTED ORGANIZATIONS. | GeneralExplanation |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $89,225 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 89225 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | BHS MANAGEMENT SERVICES IS MEMBER OF "SECTION 508 HOSPITAL COALITION." 100% OF DUES ARE FOR LOBBYING. THE SECTION 508 COALITION ADVOCATES FOR INCREASED MEDICARE PAYMENTS. | Explanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 308036 | OtherCostOrOtherBasis |
| Depreciation | 258137 | Depreciation |
| Book Value | 49899 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2973130 | OtherCostOrOtherBasis |
| Depreciation | 2803076 | Depreciation |
| Book Value | 170054 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3065 | OtherCostOrOtherBasis |
| Book Value | 3065 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 223018 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATES | 1956924 |
| DEFERRED COMPENSATION | 1394633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3351557 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION | $1,394,633 |
| PENSION FORFEITURE | $7,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1402069 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | 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 | 0 | 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)
| 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 | |||||||||||||
| 0 | 182388 | 0 | 0 | 0 | 17825 | 0 | 9396 | 0 | 28530 | 0 | 238139 | 0 | 0 |
| DAVID E PHELPS | |||||||||||||
| 466255 | 0 | 0 | 0 | 56265 | 0 | 11025 | 0 | 28716 | 0 | 562261 | 0 | 0 | 0 |
| DARLENE RODOWICZ | |||||||||||||
| 275147 | 0 | 0 | 0 | 54330 | 0 | 11025 | 0 | 24932 | 0 | 365434 | 0 | 0 | 0 |
| PHELPSD ONE-TIME RETIREMENT BEN ADJ | |||||||||||||
| 0 | 0 | 0 | 0 | 1085553 | 0 | 0 | 0 | 0 | 0 | 1085553 | 0 | 0 | 0 |
| WILLIAM JONES JR | |||||||||||||
| 316344 | 0 | 0 | 0 | 70566 | 0 | 11025 | 0 | 23786 | 0 | 421721 | 0 | 0 | 0 |
| ARTHUR MILANO | |||||||||||||
| 156824 | 0 | 0 | 0 | 34502 | 0 | 8367 | 0 | 23453 | 0 | 223146 | 0 | 0 | 0 |
| WILLIAM YOUNG | |||||||||||||
| 192064 | 0 | 0 | 0 | 44745 | 0 | 2532 | 0 | 30261 | 0 | 269602 | 0 | 0 | 0 |
| EUGENE DELLEA | |||||||||||||
| 163158 | 0 | 0 | 0 | 44270 | 0 | 8467 | 0 | 10997 | 0 | 226892 | 0 | 0 | 0 |
| ANTHONY J RINALDI | |||||||||||||
| 151455 | 0 | 0 | 0 | 63200 | 0 | 8980 | 0 | 25941 | 0 | 249576 | 0 | 0 | 0 |
| JOHN ROGERS | |||||||||||||
| 267796 | 0 | 0 | 0 | 75135 | 0 | 11025 | 0 | 24933 | 0 | 378889 | 0 | 0 | 0 |
| LISA TRUMBLE | |||||||||||||
| 213201 | 0 | 0 | 0 | 50664 | 0 | 9441 | 0 | 19707 | 0 | 293013 | 0 | 0 | 0 |
| JILL M ZUCCO | |||||||||||||
| 166472 | 0 | 0 | 0 | 42404 | 0 | 9143 | 0 | 26338 | 0 | 244357 | 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 SCHEDULE J PART II, NO COMPENSATION IS PAID BY THE FILING ENTITY TO ANY DIRECTOR. A PROPORTIONAL SHARE OF THE COMPENSATION AMOUNT PAID TO OFFICERS IS ALLOCATED INTERNALLY TO THE FILING ENTITY FOR ACCOUNTING AND MANAGEMENT PURPOSES. (SEE BELOW). THE FILING ENTITY PROVIDES MANAGEMENT SERVICES TO THE FILING ENTITY AND 26 OTHER NOT FOR PROFIT, TAX EXEMPT HEALTHCARE SERVICE ENTITIES. COMPENSATION FOR OFFICERS IS REVIEWED AND ESTABLISHED AT LEAST BIANNUALLY BY THE INDEPENDENT VOLUNTEER GOVERNING BODY, BASED ON PERFORMANCE REVIEW AND COMPARISON TO INDEPENDENT, REGIONALLY APPROPRIATE BENCHMARKS FOR SIMILAR POSITIONS IN SIMILARLY SIZED ORGANIZATIONS, AS VERIFIED BY INDEPENDENT, NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS. THE GOVERNING BODY TARGETS TOTAL COMPENSATION FOR MANAGEMENT EMPLOYEES AT THE 50TH PERCENTILE OF APPROPRIATE BENCHMARKS. FOR MOST OF MR. PHELPS' 20 YEAR TENURE AS CHIEF EXECUTIVE, A WRITTEN AGREEMENT BETWEEN BERKSHIRE HEALTH SYSTEMS AND MR. PHELPS HAS CALLED FOR BERKSHIRE HEALTH SYSTEMS TO FUND A RETIREMENT PROGRAM THAT, WHEN ADDED TO HIS BASE COMPENSATION AND OTHER BENEFITS, WAS INTENDED TO BRING HIS TOTAL COMPENSATION CLOSE TO THE 50TH PERCENTILE RANGE OF TOTAL COMPENSATION FOR COMPARABLE HEALTHCARE EXECUTIVES IN COMPARABLE HEALTHCARE ORGANIZATIONS, AS DETERMINED BY INDEPENDENT, NATIONALLY RECOGNIZED THIRD PARTY REVIEWERS. FOR MANY YEARS, A KEY ELEMENT OF THAT RETIREMENT PROGRAM WAS A CERTAIN LIFE INSURANCE POLICY IN WHICH BOTH BERKSHIRE HEALTH SYSTEMS AND MR. PHELPS HAD OWNERSHIP INTERESTS. IN 2010, BERKSHIRE HEALTH SYSTEMS AND MR. PHELPS AGREED TO REORGANIZE HIS RETIREMENT PROGRAM, SURRENDER HIS LIFE INSURANCE POLICY WHICH WAS, BY THEN, NO LONGER MEETING ITS GOALS AND OTHERWISE SIMPLIFY MR. PHELPS' RETIREMENT BENEFIT. AS PART OF THAT REORGANIZATION AND COMPROMISE, MR. PHELPS RECEIVED THE CASH VALUE OF THE SURRENDERED THE LIFE INSURANCE POLICY THAT HAD ACCUMULATED THROUGH HIS TENURE IN HIS CURRENT ROLE. BERKSHIRE HEALTH SYSTEMS' RETIREMENT FUNDING OBLIGATION WAS CORRESPONDINGLY REDUCED BY THAT AMOUNT. THE CASH VALUE OF THE SURRENDERED LIFE INSURANCE POLICY, REPORTED ON SCHEDULE J, PART II, LINE 4(II), COLUMN B(III), IS REFLECTED BELOW, AS IS THE PORTION OF COMPENSATION ALLOCABLE TO EACH OF THE SUPPORTED ORGANIZATIONS. DAVID E. PHELPS: BERKSHIRE MEDICAL CENTER, INC. 30 HOURS/58 TOTAL HOURS $291,029 BERKSHIRE FACULTY SERVICES, INC. 10/58 HOURS $96,934 FAIRVIEW HOSPITAL 4/58 HOURS $38,796 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 2/58 HOURS $19,398 BHS MANAGEMENT SERVICES, INC. 12/58 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $29,069 BOURNE MANAGEMENT SYSTEMS, INC. $ 2,305 GREENFIELD MANAGEMENT SYSTEMS, INC. $ 2,305 NEW BEDFORD MANAGEMENT SYSTEMS, INC. $ 2,305 NORTHAMPTON MANAGEMENT SYSTEMS, INC. $ 2,305 EAST LONGMEADOW MANAGEMENT SYSTEMS, INC. $ 2,305 DANVERS MANAGEMENT SYSTEMS, INC. $ 2,305 PEABODY MANAGEMENT SYSTEMS, INC. $ 2,305 SOUTH YARMOUTH MANAGEMENT SYSTEMS, INC. $ 2,305 BERKSHIRE PENNSYLVANIA, INC. $ 2,305 XENIA EAST MANAGEMENT SYSTEMS, INC. $ 2,305 WILLOWOOD OF GREAT BARRINGTON, INC. $ 4,667 WILLOWOOD OF NORTH ADAMS, INC. $ 3,486 WILLOWOOD OF WILLIAMSTOWN, INC. $ 3,486 HILLCREST EXTENDED CARE SERVICES, INC. $ 8153 BERKSHIRE RETIREMENT COMMUNITY, INC. $ 11,639 BERKSHIRE EXTENDED CARE SERVICES, INC. $ 8,153 INTEGRINURSE, INC. $ 3,486 INTEGRISCRIPT, INC. $ 3,486 HOSPICECARE IN THE BERKSHIRES, INC. $ 11,639 PITTSFIELD MANAGEMENT SYSTEMS, INC. $ 5,791 ONE TIME RETIREMENT BENEFIT ADJUSTMENT $1,085,553 DARLENE RODOWICZ: BERKSHIRE MEDICAL CENTER, INC. 37 HOURS/51 TOTAL HOURS $270,421 BERKSHIRE FACULTY SERVICES, INC. 7/51 HOURS $51,161 FAIRVIEW HOSPITAL 3/51 HOURS $21,926 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 3/51 HOURS $18,272 BHS MANAGEMENT SERVICES, INC. 1/51 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $3654 CHERYL BOUDREAU: BERKSHIRE MEDICAL CENTER, INC. 20 HOURS/41 TOTAL HOURS $45,375 BERKSHIRE FACULTY SERVICES, INC. 8/41 HOURS $18,155 FAIRVIEW HOSPITAL 2/41 HOURS $4,541 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 1/41 HOURS $2,270 BHS MANAGEMENT SERVICES, INC. 10/41 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $5,667 BOURNE MANAGEMENT SYSTEMS, INC. $ 456 GREENFIELD MANAGEMENT SYSTEMS, INC. $ 456 NEW BEDFORD MANAGEMENT SYSTEMS, INC. $ 456 NORTHAMPTON MANAGEMENT SYSTEMS, INC. $ 456 EAST LONGMEADOW MANAGEMENT SYSTEMS, INC. $ 456 DANVERS MANAGEMENT SYSTEMS, INC. $ 456 PEABODY MANAGEMENT SYSTEMS, INC. $ 456 SOUTH YARMOUTH MANAGEMENT SYSTEMS, INC. $ 456 BERKSHIRE PENNSYLVANIA, INC. $ 456 XENIA EAST MANAGEMENT SYSTEMS, INC. $ 456 WILLOWOOD OF GREAT BARRINGTON, INC. $ 912 WILLOWOOD OF NORTH ADAMS, INC. $ 679 WILLOWOOD OF WILLIAMSTOWN, INC. $ 679 HILLCREST EXTENDED CARE SERVICES, INC. $ 1591 BERKSHIRE RETIREMENT COMMUNITY, INC. $ 2270 BERKSHIRE EXTENDED CARE SERVICES, INC. $ 1591 INTEGRINURSE, INC. $ 679 INTEGRISCRIPT, INC. $ 679 HOSPICECARE IN THE BERKSHIRES, INC. $ 2270 PITTSFIELD MANAGEMENT SYSTEMS, INC. $ 1135 ARTHUR D. MILANO: BERKSHIRE MEDICAL CENTER, INC. 35 HOURS/47 TOTAL HOURS $166,295 BERKSHIRE FACULTY SERVICES, INC. 8/47 HOURS $37,979 FAIRVIEW HOSPITAL 2/47 HOURS $9,506 BHS MANAGEMENT SERVICES, INC. 2/47 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $446 BOURNE MANAGEMENT SYSTEMS, INC. $ 446 GREENFIELD MANAGEMENT SYSTEMS, INC. $ 446 NEW BEDFORD MANAGEMENT SYSTEMS, INC. $ 446 NORTHAMPTON MANAGEMENT SYSTEMS, INC. $ 446 EAST LONGMEADOW MANAGEMENT SYSTEMS, INC. $ 446 DANVERS MANAGEMENT SYSTEMS, INC. $ 446 PEABODY MANAGEMENT SYSTEMS, INC. $ 446 SOUTH YARMOUTH MANAGEMENT SYSTEMS, INC. $ 446 BERKSHIRE PENNSYLVANIA, INC. $ 446 XENIA EAST MANAGEMENT SYSTEMS, INC. $ 446 WILLOWOOD OF GREAT BARRINGTON, INC. $ 446 WILLOWOOD OF NORTH ADAMS, INC. $ 446 WILLOWOOD OF WILLIAMSTOWN, INC. $ 446 HILLCREST EXTENDED CARE SERVICES, INC. $ 446 BERKSHIRE RETIREMENT COMMUNITY, INC. $ 446 BERKSHIRE EXTENDED CARE SERVICES, INC. $ 446 INTEGRINURSE, INC. $ 446 INTEGRISCRIPT, INC. $ 446 HOSPICECARE IN THE BERKSHIRES, INC. $ 446 PITTSFIELD MANAGEMENT SYSTEMS, INC. $ 446 [BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 0] JOHN F. ROGERS: BERKSHIRE MEDICAL CENTER, INC. 20 HOURS /54 TOTAL HOURS $140,494 BERKSHIRE FACULTY SERVICES, INC. 10/54 HOURS $70,170 FAIRVIEW HOSPITAL 3/54 HOURS $21,066 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 8/54 HOURS $56,113 BHS MANAGEMENT SERVICES, INC. (LTC) 13/54 HOURS ALLOCATED AS AMONG LTC FACILITIES AS FOLLOWS - BERKSHIRE HEALTHCARE SYSTEMS, INC. $7,237 BOURNE MANAGEMENT SYSTEMS, INC. $ 4,509 GREENFIELD MANAGEMENT SYSTEMS, INC. $ 4,509 NEW BEDFORD MANAGEMENT SYSTEMS, INC. $ 4,509 NORTHAMPTON MANAGEMENT SYSTEMS, INC. $ 4,509 EAST LONGMEADOW MANAGEMENT SYSTEMS, INC. $ 3,599 DANVERS MANAGEMENT SYSTEMS, INC. $ 3,599 PEABODY MANAGEMENT SYSTEMS, INC. $ 3,599 SOUTH YARMOUTH MANAGEMENT SYSTEMS, INC. $ 3,599 BERKSHIRE PENNSYLVANIA, INC. $ 4,509 XENIA EAST MANAGEMENT SYSTEMS, INC. $ 3,599 WILLOWOOD OF GREAT BARRINGTON, INC. $ 4,509 WILLOWOOD OF NORTH ADAMS, INC. $ 4,509 WILLOWOOD OF WILLIAMSTOWN, INC. $ 5,418 HILLCREST EXTENDED CARE SERVICES, INC. $ 4,509 BERKSHIRE RETIREMENT COMMUNITY, INC. $ 4,509 BERKSHIRE EXTENDED CARE SERVICES, INC. $ 2,690 INTEGRINURSE, INC. $ 2,690 INTEGRISCRIPT, INC. $ 3,599 HOSPICECARE IN THE BERKSHIRES, INC. $ 6,327 PITTSFIELD MANAGEMENT SYSTEMS, INC. $ 4,509 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 12C | |
| PERFORMANCE AND COMPENSATION OF THE SENIOR EXECUTIVE IS REVIEWED ANNUALLY (AND OF OTHER SENIOR EXECUTIVES, PERIODICALLY) BY A SUBCOMMITTEE OF THE GOVERNING BODY, WHOSE MEMBERS ARE INDEPENDENT. THE FULL GOVERNING BODY REVIEWS AND APPROVES THE COMPENSATION OF THE SENIOR EXECUTIVE. 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. THE ORGANIZATION FOLLOWED THIS PROCESS FOR YEAR ENDED 9/30/11. | FORM 990, PART VI, SECTION B, LINE 15 | |
| GOVERNANCE DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE OFFICES OF (A) THE CHIEF FINANCIAL OFFICER AND (B) THE VICE PRESIDENT AND GENERAL COUNSEL AT 725 NORTH STREET, PITTSFIELD, MA 01201 | FORM 990, PART VI, SECTION C, LINE 19 | |
| AVERAGE HOURS DEVOTED TO RELATED ORGANIZATIONS | WILLIAM C. JONES, JR. BERKSHIRE HEALTHCARE SYSTEMS, INC. - 50 HOURS/WEEK LISA M. TRUMBLE BERKSHIRE FACULTY SERVICES, INC. - 50 HOURS/WEEK ANTHONY J. RINALDI FAIRVIEW HOSPITAL, INC. - 50 HOURS/WEEK JILL M ZUCCO BERKSHIRE HEALTHCARE SYSTEMS, INC. - 50 HOURS/WEEK EUGENE A. DELLEA FAIRVIEW HOSPITAL, INC. - 50 HOURS/WEEK BRIAN T BURKE, MD FAIRVIEW HOSPITAL, INC - 48 HOURS/WEEK EDMUND H HORNSTEIN, DO BERKSHIRE MEDICAL CENTER - CONTRACTED AS NEEDED ROBERT P WESPISER BERKSHIRE MEDICAL CENTER - CONTRACTED AS NEEDED | FORM 990, SCHEDULE J |
| NO COMPENSATION IS PAID BY THE FILING ENTITY TO ANY DIRECTOR. A PROPORTIONAL SHARE OF THE HOURS WORKED AND COMPENSATION AMOUNTS PAID TO OFFICERS IS ALLOCATED INTERNALLY TO THE FILING ENTITY AND 26 OTHER TAX EXEMPT HEALTHCARE ENTITIES FOR ACCOUNTING AND MANAGEMENT PURPOSES. (SEE BELOW). DAVID E. PHELPS: BERKSHIRE MEDICAL CENTER, INC. 30 HOURS/58 TOTAL HOURS $291,029 BERKSHIRE FACULTY SERVICES, INC. 10/58 HOURS $96,934 FAIRVIEW HOSPITAL 4/58 HOURS $38,796 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 2/58 HOURS $19,398 BHS MANAGEMENT SERVICES, INC. 12/58 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $29,069 BOURNE MANAGEMENT SYSTEMS, INC. $ 2,305 GREENFIELD MANAGEMENT SYSTEMS, INC. $ 2,305 NEW BEDFORD MANAGEMENT SYSTEMS, INC. $ 2,305 NORTHAMPTON MANAGEMENT SYSTEMS, INC. $ 2,305 EAST LONGMEADOW MANAGEMENT SYSTEMS, INC. $ 2,305 DANVERS MANAGEMENT SYSTEMS, INC. $ 2,305 PEABODY MANAGEMENT SYSTEMS, INC. $ 2,305 SOUTH YARMOUTH MANAGEMENT SYSTEMS, INC. $ 2,305 BERKSHIRE PENNSYLVANIA, INC. $ 2,305 XENIA EAST MANAGEMENT SYSTEMS, INC. $ 2,305 WILLOWOOD OF GREAT BARRINGTON, INC. $ 4,667 WILLOWOOD OF NORTH ADAMS, INC. $ 3,486 WILLOWOOD OF WILLIAMSTOWN, INC. $ 3,486 HILLCREST EXTENDED CARE SERVICES, INC. $ 8153 BERKSHIRE RETIREMENT COMMUNITY, INC. $ 11,639 BERKSHIRE EXTENDED CARE SERVICES, INC. $ 8,153 INTEGRINURSE, INC. $ 3,486 INTEGRISCRIPT, INC. $ 3,486 HOSPICECARE IN THE BERKSHIRES, INC. $ 11,639 PITTSFIELD MANAGEMENT SYSTEMS, INC. $ 5,791 DARLENE RODOWICZ: BERKSHIRE MEDICAL CENTER, INC. 37 HOURS/51 TOTAL HOURS $270,421 BERKSHIRE FACULTY SERVICES, INC. 7/51 HOURS $51,161 FAIRVIEW HOSPITAL 3/51 HOURS $21,926 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 3/51 HOURS $18,272 BHS MANAGEMENT SERVICES, INC. 1/51 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $3654 CHERYL BOUDREAU: BERKSHIRE MEDICAL CENTER, INC. 20 HOURS/41 TOTAL HOURS $45,375 BERKSHIRE FACULTY SERVICES, INC. 8/41 HOURS $18,155 FAIRVIEW HOSPITAL 2/41 HOURS $4,541 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 1/41 HOURS $2,270 BHS MANAGEMENT SERVICES, INC. 10/41 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $5,667 BOURNE MANAGEMENT SYSTEMS, INC. $ 456 GREENFIELD MANAGEMENT SYSTEMS, INC. $ 456 NEW BEDFORD MANAGEMENT SYSTEMS, INC. $ 456 NORTHAMPTON MANAGEMENT SYSTEMS, INC. $ 456 EAST LONGMEADOW MANAGEMENT SYSTEMS, INC. $ 456 DANVERS MANAGEMENT SYSTEMS, INC. $ 456 PEABODY MANAGEMENT SYSTEMS, INC. $ 456 SOUTH YARMOUTH MANAGEMENT SYSTEMS, INC. $ 456 BERKSHIRE PENNSYLVANIA, INC. $ 456 XENIA EAST MANAGEMENT SYSTEMS, INC. $ 456 WILLOWOOD OF GREAT BARRINGTON, INC. $ 912 WILLOWOOD OF NORTH ADAMS, INC. $ 679 WILLOWOOD OF WILLIAMSTOWN, INC. $ 679 HILLCREST EXTENDED CARE SERVICES, INC. $ 1591 BERKSHIRE RETIREMENT COMMUNITY, INC. $ 2270 BERKSHIRE EXTENDED CARE SERVICES, INC. $ 1591 INTEGRINURSE, INC. $ 679 INTEGRISCRIPT, INC. $ 679 HOSPICECARE IN THE BERKSHIRES, INC. $ 2270 PITTSFIELD MANAGEMENT SYSTEMS, INC. $ 1135 ARTHUR D. MILANO: BERKSHIRE MEDICAL CENTER, INC. 35 HOURS/47 TOTAL HOURS $166,295 BERKSHIRE FACULTY SERVICES, INC. 8/47 HOURS $37,979 FAIRVIEW HOSPITAL 2/47 HOURS $9,506 BHS MANAGEMENT SERVICES, INC. 2/47 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $446 BOURNE MANAGEMENT SYSTEMS, INC. $ 446 GREENFIELD MANAGEMENT SYSTEMS, INC. $ 446 NEW BEDFORD MANAGEMENT SYSTEMS, INC. $ 446 NORTHAMPTON MANAGEMENT SYSTEMS, INC. $ 446 EAST LONGMEADOW MANAGEMENT SYSTEMS, INC. $ 446 DANVERS MANAGEMENT SYSTEMS, INC. $ 446 PEABODY MANAGEMENT SYSTEMS, INC. $ 446 SOUTH YARMOUTH MANAGEMENT SYSTEMS, INC. $ 446 BERKSHIRE PENNSYLVANIA, INC. $ 446 XENIA EAST MANAGEMENT SYSTEMS, INC. $ 446 WILLOWOOD OF GREAT BARRINGTON, INC. $ 446 WILLOWOOD OF NORTH ADAMS, INC. $ 446 WILLOWOOD OF WILLIAMSTOWN, INC. $ 446 HILLCREST EXTENDED CARE SERVICES, INC. $ 446 BERKSHIRE RETIREMENT COMMUNITY, INC. $ 446 BERKSHIRE EXTENDED CARE SERVICES, INC. $ 446 INTEGRINURSE, INC. $ 446 INTEGRISCRIPT, INC. $ 446 HOSPICECARE IN THE BERKSHIRES, INC. $ 446 PITTSFIELD MANAGEMENT SYSTEMS, INC. $ 446 [BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 0] JOHN F. ROGERS: BERKSHIRE MEDICAL CENTER, INC. 20 HOURS /54 TOTAL HOURS $140,494 BERKSHIRE FACULTY SERVICES, INC. 10/54 HOURS $70,170 FAIRVIEW HOSPITAL 3/54 HOURS $21,066 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 8/54 HOURS $56,113 BHS MANAGEMENT SERVICES, INC. (LTC) 13/54 HOURS ALLOCATED AS AMONG LTC FACILITIES AS FOLLOWS - BERKSHIRE HEALTHCARE SYSTEMS, INC. $7,237 BOURNE MANAGEMENT SYSTEMS, INC. $ 4,509 GREENFIELD MANAGEMENT SYSTEMS, INC. $ 4,509 NEW BEDFORD MANAGEMENT SYSTEMS, INC. $ 4,509 NORTHAMPTON MANAGEMENT SYSTEMS, INC. $ 4,509 EAST LONGMEADOW MANAGEMENT SYSTEMS, INC. $ 3,599 DANVERS MANAGEMENT SYSTEMS, INC. $ 3,599 PEABODY MANAGEMENT SYSTEMS, INC. $ 3,599 SOUTH YARMOUTH MANAGEMENT SYSTEMS, INC. $ 3,599 BERKSHIRE PENNSYLVANIA, INC. $ 4,509 XENIA EAST MANAGEMENT SYSTEMS, INC. $ 3,599 WILLOWOOD OF GREAT BARRINGTON, INC. $ 4,509 WILLOWOOD OF NORTH ADAMS, INC. $ 4,509 WILLOWOOD OF WILLIAMSTOWN, INC. $ 5,418 HILLCREST EXTENDED CARE SERVICES, INC. $ 4,509 BERKSHIRE RETIREMENT COMMUNITY, INC. $ 4,509 BERKSHIRE EXTENDED CARE SERVICES, INC. $ 2,690 INTEGRINURSE, INC. $ 2,690 INTEGRISCRIPT, INC. $ 3,599 HOSPICECARE IN THE BERKSHIRES, INC. $ 6,327 PITTSFIELD MANAGEMENT SYSTEMS, INC. $ 4,509 | FORM 990, PART VII, SECTION A, COLUMN (B) | |
| DISCLOSURE STATEMENT RELATED TO FORMS 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS, FILED ON BEHALF OF THE TAXPAYER UNDER THE CONSTRUCTIVE OWNERSHIP RULES OF IRC SECTIONS 958(A) AND (B), THE TAXPAYER MAY BE REQUIRED TO FILE FORMS 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS, AS A CATEGORY 5 FILER WITH RESPECT TO CERTAIN CONTROLLED FOREIGN CORPORATIONS (CFCS). THESE FILING REQUIREMENTS ARE OR WILL BE SATISFIED THROUGH THE FILING OF FORMS 5471 FOR THESE CFCS BY OTHER U.S. TAXPAYERS IDENTIFIED BELOW WHO HAVE THE SAME FILING REQUIREMENT. TAXPAYER NAME: BERKSHIRE HEALTH SYSTEMS, INC. ADDRESS: 725 NORTH STREET, PITTSFIELD, MA 01201 IDENTIFYING NUMBER OF U.S. TAX RETURN WITH WHICH THE FORMS 5471 WERE OR WILL BE FILED: 04-2442944 IRS SERVICE CENTER WHERE U.S. TAX RETURN WAS OR WILL BE FILED: E-FILED | EXPLANATION OF FORM 5471 |
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
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRI-STATE MEDICAL MANAGEMENT CORP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 NORTH STREET | AddressLine1 |
| City | PITTSFIELD | City |
| State | MA | State |
| ZIP Code | 01201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042913352 | EIN |
| Primary Activity | REAL ESTATE MANAGEMENT | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAIRVIEW HOSPITAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| 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 | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 0 | 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 |