SOUTH YARMOUTH MANAGEMENT SYSTEMS INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SOUTH YARMOUTH MANAGEMENT SYSTEMS INC (EIN 04-3080763)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-13
IRS object ID
201433179349300518
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-13T05:35:50-08:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043080763EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1South Yarmouth Management Systems IncBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSOUTBusinessNameControlTxt
Phone4134472996PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line175 North Street Suite 210AddressLine1
CityPittsfieldCity
StateMAState
ZIP Code01201ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWilliam C Jones JrPersonNm
Person TitlePresident/TreasurerPersonTitleTxt
Signature2014-11-13SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWilliam C Jones JrPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line175 North Street Suite 210AddressLine1
CityPittsfieldCity
StateMAState
ZIP Code01201ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$9,476,008GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.berkshirehealthcare.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSkilled nursing facilityActivityOrMissionDesc
Voting Members Governing Body2VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee165TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$9,080,297PYProgramServiceRevenueAmt
CY Program Service Revenue$9,475,065CYProgramServiceRevenueAmt
PY Investment Income$75PYInvestmentIncomeAmt
CY Investment Income$153CYInvestmentIncomeAmt
PY Other Revenue$3,455PYOtherRevenueAmt
CY Other Revenue$790CYOtherRevenueAmt
PY Total Revenue$9,083,827PYTotalRevenueAmt
CY Total Revenue$9,476,008CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,811,561PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,108,404CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,304,255PYOtherExpensesAmt
CY Other Expenses$3,363,022CYOtherExpensesAmt
PY Total Expenses$9,115,816PYTotalExpensesAmt
CY Total Expenses$9,471,426CYTotalExpensesAmt
PY Revenues Less Expenses-$31,989PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,582CYRevenuesLessExpensesAmt
Total Assets BOY$5,866,901TotalAssetsBOYAmt
Total Assets EOY$5,913,544TotalAssetsEOYAmt
Total Liabilities BOY$16,214,992TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,279,118TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$10,348,091NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$10,365,574NetAssetsOrFundBalancesEOYAmt
MissionSouth Yarmouth Management Systems, 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$8,525,272ExpenseAmt
Revenue$9,475,065RevenueAmt
DescThis 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 nd medicare programs as well as by private funds.Desc
Total Program Service Expenses$8,525,272TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document34IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee165EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members2GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyfalseMinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonWilliam C Jones Jr PresidentPersonNm
Phone4134472996PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line175 North St Ste 210AddressLine1
CityPittsfieldCity
StateMAState
ZIP Code01201ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
David E Phelps
CEO0.3750.00Yes (X)$0$679,177$33,164
D Phelps Life Insurance
* one time0.000.00Yes (X)$0$107,692$0
William C Jones Jr
President/Treas1.9954.00Yes (X)$0$490,926$14,474
Lynn Murphy
Clerk0.0040.00Yes (X)$0$0$0
Angelika Pfeifer
Ast Dir of Nursing56.000.00$115,064$0$16,148Yes (X)
Timothy Connon
Administrator40.000.00$107,130$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$222,194TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,277,795TotReportableCompRltdOrgAmt
Total Other Compensation$63,786TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
Genesis Rehab Services
W0225 P O Box 7777PhiladelphiaPA191750225Rehab Services$707,384
BHS Management Services Inc
725 North StreetPittsfieldMA01201Management Fees$479,828
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Ancillary services &623000$9,475,065$9,475,065
patient room & board
FieldValueIRS element (for citing)
Total Program Service Revenue$9,475,065TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$153TotalRevenueColumnAmt
Exclusion$153ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescVending & Misc RevDesc
Total Revenue Column$790TotalRevenueColumnAmt
Exclusion$790ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$790OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,476,008TotalRevenueColumnAmt
Related Or Exempt Func Income$9,475,065RelatedOrExemptFuncIncomeAmt
Exclusion$943ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,663,122TotalAmt
Program Services$4,350,693ProgramServicesAmt
Management And General$312,429ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,093,462TotalAmt
Program Services$1,020,200ProgramServicesAmt
Management And General$73,262ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$351,820TotalAmt
Program Services$328,248ProgramServicesAmt
Management And General$23,572ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$495,854TotalAmt
Management And General$495,854ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$46,328TotalAmt
Program Services$46,328ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,059TotalAmt
Program Services$9,059ProgramServicesAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$885TotalAmt
Program Services$885ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$104,330TotalAmt
Program Services$97,340ProgramServicesAmt
Management And General$6,990ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$497,253TotalAmt
Program Services$463,937ProgramServicesAmt
Management And General$33,316ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,914TotalAmt
Program Services$10,183ProgramServicesAmt
Management And General$731ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
Supplies$2,062,908$2,062,908
Uncollectible accounts$65,439$65,439
Equipment Rental$31,811$31,811
Telephone$31,591$31,591

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,650TotalAmt
Program Services$6,650ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,471,426TotalAmt
Program Services$8,525,272ProgramServicesAmt
Management And General$946,154ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$45,547BOYAmt
EOY$23,766EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,143,315BOYAmt
EOY$1,195,126EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$42,192BOYAmt
EOY$42,192EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$52,099BOYAmt
EOY$65,738EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,175,578LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,823,327LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,360,982BOYAmt
EOY$3,352,251EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$307,921BOYAmt
EOY$320,299EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$154,790BOYAmt
EOY$138,812EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$760,055BOYAmt
EOY$775,360EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,866,901BOYAmt
EOY$5,913,544EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$944,315BOYAmt
EOY$1,013,234EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,020,494BOYAmt
EOY$6,553,246EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,250,183BOYAmt
EOY$8,712,638EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,214,992BOYAmt
EOY$16,279,118EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY-$10,348,091BOYAmt
EOY-$10,365,574EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$10,348,091BOYAmt
EOY-$10,365,574EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,866,901BOYAmt
EOY$5,913,544EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$4,582ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$22,065OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Form4720 Filed Section4955 TaxfalseForm4720FiledSection4955TaxInd
Correction MadefalseCorrectionMadeInd
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$1,875OtherActivitiesAmt
Total Lobbying Expenditures$1,875TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 TaxfalseForm4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1i - Other Activities DescriptionFormAndLineReferenceDesc
ExplanationPart 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.ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$547,000OtherCostOrOtherBasisAmt
Book Value$547,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,955,000OtherCostOrOtherBasisAmt
Depreciation$3,840,125DepreciationAmt
Book Value$1,114,875BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,339,163OtherCostOrOtherBasisAmt
Depreciation$1,429,342DepreciationAmt
Book Value$909,821BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,334,415OtherCostOrOtherBasisAmt
Depreciation$1,553,860DepreciationAmt
Book Value$780,555BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,352,251TotalBookValueLandBuildingsAmt
Total Book Value Securities$320,299TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDue from third partiesDesc
Book Value$775,360BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$775,360TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Due to 501(c)(3) affiliates$8,674,334
Due to Berkshire Health Systems, Inc$38,304
FieldValueIRS element (for citing)
Total Liability$8,712,638TotalLiabilityAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd
Rebuttable Presumption ProcfalseRebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
David E Phelps
CEO$679,177$33,164$712,341
William C Jones Jr
President/Treas$490,926$14,474$505,400

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart III, Additional InformationFormAndLineReferenceDesc
ExplanationIn 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. David E. Phelps William C. Jones Hrs/Wk Dollars Hrs/Wk DollarsBourne Management Systems, Inc. 0.66 $ 8,971 3.57 $32,422Greenfield Management Systems, Inc. 0.61 $ 8,252 3.28 $29,823New Bedford Management Systems, Inc. 0.70 $ 9,458 3.76 $34,182Northampton Management Systems, Inc. 0.59 $ 8,077 3.21 $29,193East Longmeadow Management Systems, Inc. 0.34 $ 4,668 1.86 $16,872Danvers Management Systems, Inc. 0.32 $ 4,344 1.73 $15,699Peabody Management Systems, Inc. 0.58 $ 7,870 3.13 $28,442In reference to Schedule J Part 2, cont.South Yarmouth Management Systems, Inc. 0.37 $ 5,018 1.99 $18,137Berkshire Pennsylvania, Inc. 0.55 $ 7,492 2.98 $27,076Xenia East Management Systems, Inc. 0.15 $ 2,103 0.84 $ 7,600Willowood of Great Barrington, Inc. 0.50 $ 6,839 2.72 $24,715Willowood of North Adams, Inc. 0.58 $ 7,832 3.11 $28,306Willowood of Williamstown, Inc. 0.73 $ 9,900 3.94 $35,779Hillcrest Extended Care Services, Inc. 1.34 $18,195 7.23 $65,757Berkshire Retirement Community, Inc. 0.45 $ 6,180 2.46 $22,337Berkshire Extended Care Services, Inc. 0.04 $ 526 0.21 $ 1,900IntegriNurse, Inc. 0.12 $ 1,684 0.67 $ 6,087IntegriScript, Inc. 0.31 $ 4,267 1.70 $15,421Pittsfield Management Systems, Inc. 0.63 $ 8,625 3.43 $31,174HospiceCare in the Berkshires, Inc. 0.41 $ 5,535 2.20 $20,005Non Affiliated Entities 40.00 $543,324 0.00 $ 0Non Affiliated Life Insurance (one time) n/a $107,692ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of MeetingsBerkshire Healthcare Systems, Inc. (BHCS) is the parent corporation of Fairview Extended Care Services, Inc. South Yarmouth Management Systems, Inc. is a subsidiary of Fairview Extended Care Services, Inc. Governance duties conducted on behalf of South Yarmouth Management Systems, 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.
Form 990, Part VI, Line 11b: Form 990 Review ProcessForm 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 12c: Explanation of Monitoring and Enforcement of ConflictsThe 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 15a: Compensation Review & Approval Process - CEO, Top ManagementThe full relevant governing body 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 19: Other Organization Documents Publicly AvailableGovernance 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.
Other Changes In Net Assets Or Fund Balances - Other DecreasesEffect of interest rate swap = -$22065

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (25 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationInd
Berkshire Healthcare Systems Inc
75 North St Suite 210PittsfieldMA01201043030633Maintain skilled nursing facilitiesMA501(c)(3)11anafalse
Fairview Extended Care Services Inc
75 North St Suite 210PittsfieldMA01201042979430Maintain skilled nursing facilitiesMA501(c)(3)3Berkshire Healthcare Systems Incfalse
East Longmeadow Management Systems Inc
75 North St Suite 210PittsfieldMA01201043080762Skilled Nursing FacilityMA501(c)(3)3Fairview Extended Care Services Incfalse
Danvers Managment Systems Inc
75 North St Suite 210PittsfieldMA01201043080765Skilled Nursing FacilityMA501(c)(3)3Fairview Extended Care Services Incfalse
Peabody Managment Services Inc
75 North St Suite 210PittsfieldMA01201043080764Skilled Nursing FacilityMA501(c)(3)3Fairview Extended Care Servies Incfalse
Berkshire Pennsylvania Inc
75 North St Suite 210PittsfieldMA01201251627992Skilled Nursing FacilityPA501(c)(3)3Fairview Extended Care Services Incfalse
Xenia East Management Systems Inc
75 North St Suite 210PittsfieldMA01201311295974Skilled Nursing FacilityOH501(c)(3)3Fairview Extended Care Services Incfalse
Xenia West management Systems Inc
75 North St Suite 210PittsfieldMA01201311295975Skilled Nursing FacilityOH501(c)(3)3Fairview Extended Care Services Incfalse
CEC Management Systems Inc
75 North St Suite 210PittsfieldMA01201043337130Maintain skilled nursing facilitiesMA501(c)(3)11aBerkshire Healthcare Systems Incfalse
Bourne Managment Systems Inc
75 North St Suite 210PittsfieldMA01201043337127Skilled Nursing FacilityMA501(c)(3)9CEC Managment Systems Incfalse
Greenfield Management Systems Inc
75 North St Suite 210PittsfieldMA01201043337128Skilled nursing facilityMA501(c)(3)9CEC Managment Systems Incfalse
New Bedford Managment Systems Inc
75 North St Suite 210PittsfieldMA01201043337124Skilled nursing facilityMA501(c)(3)9CEC Managment Systems Incfalse
Northampton Management Systems Inc
75 North St Suite 210PittsfieldMA01201043337116Skilled Nursing FacilityMA501(c)(3)9CEC Management Systems Incfalse
Berkshire Retirement Community Inc
75 North St Suite 210PittsfieldMA01201222599838Skilled nursing facility and residential unitsMA501(c)(3)9Berkshire Healthcare Systems Incfalse
Berkshire Extended Care Services Inc
75 North St Suite 210PittsfieldMA01201043020520Skilled nursing facilityMA501(c)(3)3Berkshire Retirement Community Incfalse
Willowood Extended Care Services Inc
75 North St Suite 210PittsfieldMA01201043480600Maintain skilled nursing facilitiesMA501(c)(3)11aBerkshire Healthcare Systems Incfalse
Willowood of Great Barrington Inc
75 North St Suite 210PittsfieldMA01201042854118Skilled nursing facilityMA501(c)(3)9Willowood Extended Care Services Incfalse
Willowood of North Adams Inc
75 North St Suite 210PittsfieldMA01201042893906Skilled nursing facilityMA501(c)(3)9Willowood Extended Care Services Incfalse
Willowood of Williamstown Inc
75 North St Suite 210PittsfieldMA01201042893911Skilled nursing facilityMA501(c)(3)9Willowood Extended Care Services Incfalse
Hillcrest Extended Care Services Inc
75 North St Suite 210PittsfieldMA01201363700875Skilled nursing facilityMO501(c)(3)3Willowood Extended Care Services Incfalse
BCHS Management Services Inc
75 North St Suite 210PittsfieldMA01201043031987Management servicesMA501(c)(3)3Berkshire Healthcare Systems Incfalse
IntegriNurse Inc
75 North St Suite 210PittsfieldMA01201261446630Nursing StaffingMA501(c)(3)11bBHCS Management Services Incfalse
Pittsfield Management Systems Inc
75 North StreetPittsfieldMA01201042982134Skilled nursing facilityMA501(c)(3)9Berkshire Healthcare Systems Incfalse
HospiceCare in the Berkshires Inc
75 North Street Suite 210PittsfieldMA01201043084466Provide hospice and palliative careMA501(c)(3)7Berkshire Healthcare Systems Incfalse
IntegriScript Inc
75 North Street Suite 210PittsfieldMA01201271465523closed door pharmacyMA501(c)(3)11bBHCS Management Services Incfalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1BHCS Managment Company IncBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line175 North Street Suite 210AddressLine1
CityPittsfieldCity
StateMAState
ZIP Code01201ZIPCode
FieldValueIRS element (for citing)
EIN043472881EIN
Primary ActivitiesManagementPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1
FieldValueIRS element (for citing)
Entity TypeC corpEntityTypeTxt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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