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BERKSHIRE FACULTY SERVICES INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
BERKSHIRE FACULTY SERVICES INC (EIN 04-2995053)
Tax period
2011-10-01 to 2012-09-30
Filed
2013-08-14
IRS object ID
201312269349302521
Schema version
2011v1.5
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)
Timestamp2013-08-14T13:01:01-05:00Timestamp
Tax Period End Date2012-09-30TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2011-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN042995053EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BERKSHIRE FACULTY SERVICES INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBERKNameControl
Phone4134472508Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1725 NORTH STREETAddressLine1
CityPITTSFIELDCity
StateMAState
ZIP Code012014109ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDARLENE RODOWICZName
TitleCHIEF FINANCIAL OFFICERTitle
Phone4134472508Phone
Date Signed2013-08-14DateSigned
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDARLENE RODOWICZNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1725 NORTH STREETAddressLine1
CityPITTSFIELDCity
StateMAState
ZIP Code012014109ZIPCode
FieldValueIRS element (for citing)
Gross Receipts16225008GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.BHS1.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1988YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionTHE MISSION OF BERKSHIRE FACULTY SERVICES IS TO IMPROVE THE HEALTH OF THE PEOPLE OF THE BERKSHIRES AND SURROUNDING COMMUNITIES BY PROVIDING MEDICAL EDUCATION AND MEDICAL SERVICES IN SUPPORT OF BERKSHIRE MEDICAL CENTER AND FAIRVIEW HOSPITAL.ActivityOrMissionDescription
Nbr Voting Members Governing Body2NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees94TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year18411369ProgramServiceRevenuePriorYear
Program Service Revenue CY16197121ProgramServiceRevenueCY
Investment Income Prior Year53032InvestmentIncomePriorYear
Investment Income Current Year27887InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year18464401TotalRevenuePriorYear
Total Revenue Current Year16225008TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year19184970SalariesEtcPriorYear
Salaries Etc Current Year19544283SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year8796104OtherExpensePriorYear
Other Expenses Current Year6966612OtherExpensesCurrentYear
Total Expenses Prior Year27981074TotalExpensesPriorYear
Total Expenses Current Year26510895TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-9516673RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-10285887RevenuesLessExpensesCY
Total Assets BOY2466440TotalAssetsBOY
Total Assets EOY2770991TotalAssetsEOY
Total Liabilities BOY2466440TotalLiabilitiesBOY
Total Liabilities EOY2770991TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY0NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY0NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE MISSION OF BERKSHIRE FACULTY SERVICES IS TO IMPROVE THE HEALTH OF ALL PEOPLE IN THE BERKSHIRES AND SURROUNDING COMMUNITIES, REGARDLESS OF THEIR ABILITY TO PAY.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense22921201Expense
Revenue16197121Revenue
DescriptionPROVIDING MEDICAL EDUCATION AND MEDICAL SERVICES THROUGH DULYQUALIFIED AND LICENSED PHYSICIANS, NURSES, AND SUPPORT PERSONNELFOR THE BENEFIT OF BERKSHIRE MEDICAL CENTER, INC. AND AFFILIATEDORGANIZATIONS. BERKSHIRE FACULTY SERVICES EMPLOYS FACULTYMEMBERS OF THE UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL ANDBERKSHIRE MEDICAL CENTER TO PROVIDE MEDICAL CARE TO PATIENTS ATBERKSHIRE MEDICAL CENTER; SUCH PATIENT CARE IS AN INTEGRAL PART OFTHE CLINICAL INSTRUCTION PROVIDED FOR MEDICAL STUDENTS ANDRESIDENTS. BMC PROVIDES SUCH CLINICAL INSTRUCTION AS A NECESSARYPART OF THE EDUCATIONAL PROCESS FOR UNIVERSITY OF MASSACHUSETTSMEDICAL SCHOOL MEDICAL STUDENTS AND ACCEPTED PARTICIPANTS INBERKSHIRE MEDICAL CENTER'S RESIDENCY PROGRAM. IN CONNECTION WITHTHE PATIENT CARE IT PROVIDES, BERKSHIRE FACULTY SERVICES BILLS THEPATIENTS OR THIRD-PARTY PAYORS, PAYS ITS EMPLOYEES SALARIES ANDOTHER OPERATING EXPENSES, AND TO THE EXTENT POSSIBLE, PROVIDESCONTRIBUTIONS TO BERKSHIRE MEDICAL CENTER IN SUPPORT OF ITSEDUCATIONAL AND RESEARCH MISSIONS.Description
Total Program Service Expense22921201TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109623NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees94NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members2NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties1DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1DARLENE RODOWICZBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4134472809TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1725 NORTH STREETAddressLine1
CityPITTSFIELDCity
StateMAState
ZIP Code01201ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (9 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
DAVID PHELPS
PRESIDENT58.00XX045428039702
DAVID PHELPS
PRESIDENT0.00XX01609990
DARLENE RODOWICZ
TREASURER51.00XX035933936363
CHERYL BOUDREAU
CLERK41.00X08722813973
ANDREW DEMAGGIO
PHYSICIAN50.00591221020766X
RODGRIGO SANTAMARINA
PHYSICIAN50.00577683040260X
LASZLO TAMAS
PHYSICIAN50.00582134035563X
BORHAN AL-ATASSI
PHYSICIAN50.00516672024338X
ARI NAMON
PHYSICIAN50.00444928033971X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2712638TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1061846TotalReportableCompFrmRltdOrgs
Total Other Compensation244936TotalOtherCompensation
Number Individuals GT100 K57NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
BARTON ASSOCIATES INC
10 DEARBORN ROADPEABODYMA01960CONSULTING141924
OTICON INCORPORATED
PO BOX 8500-52843PHILADELPHIAPA191782843MEDICAL SUPPLY SERVICES102087
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
NET PATIENT SVC REV.6211101446197114461971
MEDICAL SVCS REV.62111011808941180894
TEACHING & ADMIN REV.611600554256554256
FieldValueIRS element (for citing)
Total Program Service Revenue16197121TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column27887TotalRevenueColumn
Exclusion$27,887ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column16225008TotalRevenueColumn
Related Or Exempt Function Income16197121RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$27,887ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total17263412Total
Program Services17160200ProgramServices
Management And General103212ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total519885Total
Program Services515351ProgramServices
Management And General4534ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total934381Total
Program Services928775ProgramServices
Management And General5606ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total826605Total
Program Services821645ProgramServices
Management And General4960ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total3454042Total
Management And General3454042ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total1030774Total
Program Services1024589ProgramServices
Management And General6185ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total1275Total
Management And General1275ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total398027Total
Program Services395639ProgramServices
Management And General2388ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total51982Total
Program Services51670ProgramServices
Management And General312ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total334266Total
Program Services334266ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total12824Total
Program Services12747ProgramServices
Management And General77ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total292047Total
Program Services292047ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total950652Total
Program Services944948ProgramServices
Management And General5704ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
CONTINUING MED EDUCATIO2331262317271399
TRANSCRIPTION5685756857
CLEANING2019820198
LICENSES, DUES, & SUBSC1526115261

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total115281Total
Program Services115281ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total26510895Total
Program Services22921201ProgramServices
Management And General3589694ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY54556BOY
EOY3766EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1187590BOY
EOY1643766EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY154012BOY
EOY134520EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
EOY35628EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY39016BOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1031266BOY
EOY953311EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2466440BOY
EOY2770991EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1773471BOY
EOY1811248EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY7834BOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY685135BOY
EOY959743EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY2466440BOY
EOY2770991EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2466440BOY
EOY2770991EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-10285887ReconcilationRevenueExpenses
Reconcilation Other Changes10285887ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type2XSupportingOrg509a3Type2
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation (2 entries)

EINEINType Of OrganizationTypeOfOrganizationListed In Governing DocListedInGoverningDocAmountAmount
BERKSHIRE MEDICAL CENTER INC
04244294430$0
FAIRVIEW HOSPITAL INC
04279139630$0
FieldValueIRS element (for citing)
Total Number Of Supported Orgs2TotalNumberOfSupportedOrgs
Sum Of Amounts0SumOfAmounts
General ExplanationSCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SUPPORT SCHEDULE A, PART I MONETARY SUPPORT IS NOT REQUIRED. THIS ORGANIZATION PROVIDES SUPPORT IN THE FORM OF PROVIDING PHYSICIAN SERVICES TO ITS SUPPORTED ORGANIZATIONS.GeneralExplanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionDEFERRED COMPENSATION 457BDescription
Book Value953311BookValue
FieldValueIRS element (for citing)
Total Book Value Other Assets953311TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
DEFERRED COMPENSATION$953,311
DUE TO AFFILIATES$6,432
FieldValueIRS element (for citing)
Total Of Amounts959743TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X:ReturnReference
ExplanationTHE BHS CONSOLIDATED AUDITED FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE REGARDING FIN 48.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
DAVID PHELPS
04542800000011025028677049398200
DAVID PHELPS
016099900000000016099900
DARLENE RODOWICZ
030587700053462011025025338039570200
ANDREW DEMAGGIO
486749087432017040011463093030611987000
RODGRIGO SANTAMARINA
30818302365000330000113300289300617943000
LASZLO TAMAS
560732000214020115070240560617697000
BORHAN AL-ATASSI
516048000624000243380541010000
ARI NAMON
4436860001242062950276760478899000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSUPPLEMENTAL INFORMATIONIdentifier
Return ReferencePART IIIReturnReference
ExplanationPART I, LINE 3 THE ORGANIZATION USES THE COMPENSATION COMMITTEE OF BHS, INC., WHICH FOLLOWS THE PROCESSES OF UTILIZING AN INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE CEO/EXECUTIVE DIRECTOR'S COMPENSATION. PART I, LINE 7 THE PHYSICIANS' EMPLOYMENT AGREEMENTS INCLUDE A SECTION THAT DETAILS INCENTIVE COMPENSATION; PHYSICIANS ARE GENERALLY ELIGIBLE FOR INCENTIVE COMPENSATION AFTER 1 YEAR OF EMPLOYMENT IF THEIR SPECIALTY HAS AN INCENTIVE COMPENSATION PROGRAM. BONUSES FOR THE PHYSICIANS ARE BASED ON MGMA BENCHMARKS FOR WORK RELATIVE VALUE UNIT PRODUCTION BY SPECIALTY. THE BENCHMARKS ARE FOR ANNUAL WORK RELATIVE VALUE UNIT PRODUCTION. BONUSES ARE TYPICALLY PAID OUT AT THE CLOSE OF THE FISCAL YEAR AND ARE SUBJECT TO ADJUSTMENT ACCORDING TO QUALITY MEASURES SET BY MANAGEMENT. IN REFERENCE TO SCHEDULE J PART II, NO COMPENSATION IS PAID BY THE FILING ENTITY TO ANY DIRECTOR (TRUSTEE) FOR HIS OR HER ROLE AS DIRECTOR (TRUSTEE). A PORTION OF THE COMPENSATION AMOUNT PAID TO OFFICERS OF THE FILING ENTITY IS ALLOCATED INTERNALLY AMONG THE FILING ENTITY AND ITS 26 ASSOCIATED NON-PROFIT, TAX-EXEMPT ENTITIES IN ORDER TO PROPERLY REFLECT THE DIVISION OF THE OFFICERS TIME AND EFFORT AMONG THOSE VARIOUS ENTITIES AND EACH ENTITYS RELATIVE CONTRIBUTION TO THE OFFICERS TOTAL COMPENSATION. (SEE BELOW). COMPENSATION OF CHIEF EXECUTIVE OFFICER IS REVIEWED AND ESTABLISHED AT LEAST BIANNUALLY BY THE INDEPENDENT VOLUNTEER GOVERNING BODY, BASED ON PERFORMANCE REVIEWS AND COMPARISON TO INDEPENDENTLY ESTABLISHED, REGIONALLY APPROPRIATE BENCHMARKS FOR SIMILAR POSITIONS IN SIMILARLY SIZED HEALTHCARE ORGANIZATIONS, AS VERIFIED BY INDEPENDENT, NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS SET IN ACCORDANCE WITH GOVERNING BODY-ESTABLISHED PRINCIPLES BASED ON COMPARABLE BENCHMARK IDENTIFIED BY SUCH INDEPENDENT CONSULTANTS. IN THE REPORTING YEAR, THE GOVERNING BODY TARGETED TOTAL COMPENSATION FOR MANAGEMENT EMPLOYEES AT THE 50TH PERCENTILE OF APPROPRIATE BENCHMARKS. DAVID E. PHELPS: BERKSHIRE MEDICAL CENTER, INC. 30 HOURS/58 TOTAL HOURS $339,021 BERKSHIRE FACULTY SERVICES, INC. 10/58 HOURS $112,919 FAIRVIEW HOSPITAL 4/58 HOURS $45,194 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 2/58 HOURS $22,597 BHS MANAGEMENT SERVICES, INC. 12/58 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $33,863 BOURNE MANAGEMENT SYSTEMS, INC. $ 2,685 GREENFIELD MANAGEMENT SYSTEMS, INC. $ 2,685 NEW BEDFORD MANAGEMENT SYSTEMS, INC. $ 2,685 NORTHAMPTON MANAGEMENT SYSTEMS, INC. $ 2,685 EAST LONGMEADOW MANAGEMENT SYSTEMS, INC. $ 2,685 DANVERS MANAGEMENT SYSTEMS, INC. $ 2,685 PEABODY MANAGEMENT SYSTEMS, INC. $ 2,685 SOUTH YARMOUTH MANAGEMENT SYSTEMS, INC. $ 2,685 BERKSHIRE PENNSYLVANIA, INC. $ 2,685 XENIA EAST MANAGEMENT SYSTEMS, INC. $ 2,685 WILLOWOOD OF GREAT BARRINGTON, INC. $ 5,436 WILLOWOOD OF NORTH ADAMS, INC. $ 4,061 WILLOWOOD OF WILLIAMSTOWN, INC. $ 4,061 HILLCREST EXTENDED CARE SERVICES, INC. $ 9,497 BERKSHIRE RETIREMENT COMMUNITY, INC. $ 13,558 BERKSHIRE EXTENDED CARE SERVICES, INC. $ 9,497 INTEGRINURSE, INC. $ 4,061 INTEGRISCRIPT, INC. $ 4,061 HOSPICECARE IN THE BERKSHIRES, INC. $ 13,558 PITTSFIELD MANAGEMENT SYSTEMS, INC. $ 6,746 DARLENE RODOWICZ: BERKSHIRE MEDICAL CENTER, INC. 38 HOURS/51 TOTAL HOURS $292,820 BERKSHIRE FACULTY SERVICES, INC. 7/51 HOURS $55,398 FAIRVIEW HOSPITAL 3/51 HOURS $23,742 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 2.5/51 HOURS $19,785 BHS MANAGEMENT SERVICES, INC. 0.5/50 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $3,957 CHERYL BOUDREAU: BERKSHIRE MEDICAL CENTER, INC. 20 HOURS/41 TOTAL HOURS $49,342 BERKSHIRE FACULTY SERVICES, INC. 8/41 HOURS $19,744 FAIRVIEW HOSPITAL 2/41 HOURS $4,939 BERKSHIRE INDEMNITY COMPANY, SPC, LTD. 1/41 HOURS $2,469 BHS MANAGEMENT SERVICES, INC. 10/41 HOURS FOR THE BENEFIT OF: BERKSHIRE HEALTHCARE SYSTEMS, INC. $6,163 BOURNE MANAGEMENT SYSTEMS, INC. $ 496 GREENFIELD MANAGEMENT SYSTEMS, INC. $ 496 NEW BEDFORD MANAGEMENT SYSTEMS, INC. $ 496 NORTHAMPTON MANAGEMENT SYSTEMS, INC. $ 496 EAST LONGMEADOW MANAGEMENT SYSTEMS, INC. $ 496 DANVERS MANAGEMENT SYSTEMS, INC. $ 496 PEABODY MANAGEMENT SYSTEMS, INC. $ 496 SOUTH YARMOUTH MANAGEMENT SYSTEMS, INC. $ 496 BERKSHIRE PENNSYLVANIA, INC. $ 496 XENIA EAST MANAGEMENT SYSTEMS, INC. $ 496 WILLOWOOD OF GREAT BARRINGTON, INC. $ 992 WILLOWOOD OF NORTH ADAMS, INC. $ 739 WILLOWOOD OF WILLIAMSTOWN, INC. $ 739 HILLCREST EXTENDED CARE SERVICES, INC. $ 1,731 BERKSHIRE RETIREMENT COMMUNITY, INC. $ 2,469 BERKSHIRE EXTENDED CARE SERVICES, INC. $ 1,731 INTEGRINURSE, INC. $ 739 INTEGRISCRIPT, INC. $ 739 HOSPICECARE IN THE BERKSHIRES, INC. $ 2,469 PITTSFIELD MANAGEMENT SYSTEMS, INC. $ 1,235Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 3BERKSHIRE FACULTY SERVICES RELIES ON BHS MANAGMENT SERVICES, INC. TO PROVIDE MANAGEMENT AND SUPPORT SERVICES FOR THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, VP GENERAL COUNSEL, AND VP OF HUMAN RESOURCES.
FORM 990, PART VI, SECTION A, LINE 6BHS MANAGMENT SERVICES, INC. IS THE SOLE CORPORATE MEMBER OF BERKSHIRE FACULTY SERVICES.
FORM 990, PART VI, SECTION A, LINE 7ATHE BOARD OF TRUSTEES IS ELECTED BY THE MEMBERS OF THE BOARD OF TRUSTEES OF BERKSHIRE HEALTH SYSTEMS, INC.
FORM 990, PART VI, SECTION A, LINE 7BDECISIONS OF THE BFS BOARD ARE SUBJECT TO REVIEW BY THE BOARD OF BHS, INC.
FORM 990, PART VI, SECTION B, LINE 11BERKSHIRE HEALTH SYSTEMS ("BHS") WILL MAKE THE FORMS 990 FOR BHS AND AFFILIATES AVAILABLE TO THE MEMBERS OF THE RESPECTIVE GOVERNING BODIES FOR THEIR REVIEW BY (A) SENDING COPIES TO THEM PHYSICALLY OR ELECTRONICALLY, OR (B) NOTIFYING THE MEMBERS THAT THE FORMS 990 CAN BE ACCESSED BY A SECURE WEB-BASED FOLDER BEFORE THEY ARE FILED WITH THE IRS. IN ADDITION, BHS MANAGEMENT WILL REVIEW THE FORMS 990 WITH THE BHS FINANCE COMMITTEE AND ADDRESS QUESTIONS AND COMMENTS COVERING KEY ELEMENTS OF THE FORMS 990 THAT ARE OF CONCERN TO ALL FORMS 990, AND ANY SIGNIFICANT ELEMENTS THAT ARE PECULIAR TO ONE OR MORE OF THE AFFILIATE'S FORMS 990.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 AND 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 15COMPENSATION OF THE CHIEF EXECUTIVE OFFICER IS REVIEWED AND ESTABLISHED AT LEAST BIANNUALLY BY THE INDEPENDENT, VOLUNTEER BHS GOVERNING BODY, BASED ON PERFORMANCE REVIEWS AND COMPARISON TO INDEPENDENTLY ESTABLISHED, REGIONALLY APPROPRIATE BENCHMARKS FOR SIMILAR POSITIONS IN SIMILARLY SIZED HEALTHCARE ORGANIZATIONS, AS VERIFIED BY INDEPENDENT, NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS SET IN ACCORDANCE WITH GOVERNING BODY-ESTABLISHED PRINCIPLES BASED ON COMPARABLE BENCHMARK IDENTIFIED BY SUCH INDEPENDENT CONSULTANTS. IN THE REPORTING YEAR, THE GOVERNING BODY TARGETED TOTAL COMPENSATION FOR MANAGEMENT EMPLOYEES AT THE 50TH PERCENTILE OF APPROPRIATE BENCHMARKS. THE ORGANIZATION FOLLOWED THIS PROCESS FOR YEAR ENDED 09/30/12.
FORM 990, PART VI, SECTION C, LINE 19GOVERNANCE 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 XI, LINE 5:EQUITY TRANSFER 10,285,887. TOTAL TO FORM 990, PART XI, LINE 5: 10,285,887.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART I, LINE 2BERKSHIRE FACULTY SERVICES (BFS) IS PART OF AN INTEGRATED DELIVERY SYSTEM INCLUDING NOT FOR PROFIT COMMUNITY HOSPITALS, WHICH HAVE COMMUNITY BOARDS. BFS IS A PHYSICIAN SERVICES SUPPORTING ORGANIZATION, WHICH SUPPORTS BERKSHIRE HEALTH SYSTEMS AND ITS AFFILIATES AND THE BFS BOARD IS COMPRISED OF EMPLOYEES OF BERKSHIRE HEALTH SYSTEMS MANAGEMENTS SERVICES, INC. (BHSMS). THIS BOARD STRUCTURE HAS NOT CHANGED SIGNIFICANTLY SINCE THE ORGANIZATION APPLIED FOR EXEMPT STATUS.BFS IS A PHYSICIAN SERVICES SUPPORTING ORGANIZATION

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrg
BERKSHIRE HEALTH SYSTEMS INC
725 NORTH STREETPITTSFIELDMA01201042442944PARENT COMPANYMA501 (C) (3)11BN/A0
BERKSHIRE MEDICAL CENTER INC
725 NORTH STREETPITTSFIELDMA01201042791396ACUTE CAREMA501 (C) (3)3N/A0
FAIRVIEW HOSPITAL
29 LEWIS AVENUEGREAT BARRINGTONMA01230042133860ACUTE CAREMA501 (C) (3)3N/A0
BHS MANAGEMENT SERVICES INC
725 NORTH STREETPITTSFIELDMA01201222755258MANAGEMENTMA501 (C) (3)11BN/A0

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1TRI-STATE MEDICAL MANAGEMENT CORPBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1725 NORTH STREETAddressLine1
CityPITTSFIELDCity
StateMAState
ZIP Code01201ZIPCode
FieldValueIRS element (for citing)
EIN040913352EIN
Primary ActivityREAL ESTATE MANAGEMENTPrimaryActivity
Legal Domicile StateMALegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1FAIRVIEW HOSPITALBusinessNameLine1
FieldValueIRS element (for citing)
Type Of EntityCTypeOfEntity
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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