2013-08-14T13:01:01-05:00 2012-09-30 990 2011-10-01 042995053 BERKSHIRE FACULTY SERVICES INC BERK 4134472508 725 NORTH STREET PITTSFIELD MA 012014109 DARLENE RODOWICZ 4134472508 2013-08-14 2011 2016-02-25 16:41:14Z DARLENE RODOWICZ 725 NORTH STREET PITTSFIELD MA 012014109 16225008 0 X WWW.BHS1.ORG X 1988 MA THE 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. 2 0 94 0 0 0 0 0 18411369 16197121 53032 27887 0 0 18464401 16225008 0 0 0 0 19184970 19544283 0 0 0 8796104 6966612 27981074 26510895 -9516673 -10285887 2466440 2770991 2466440 2770991 0 0 X THE 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. 0 0 22921201 16197121 PROVIDING 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. 22921201 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 23 0 1 94 1 0 0 0 0 0 0 0 0 X 2 0 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X DARLENE RODOWICZ 4134472809 725 NORTH STREET PITTSFIELD MA 01201 DAVID PHELPS 58.00 X X 0 454280 39702 DAVID PHELPS 0.00 X X 0 160999 0 DARLENE RODOWICZ 51.00 X X 0 359339 36363 CHERYL BOUDREAU 41.00 X 0 87228 13973 ANDREW DEMAGGIO 50.00 X 591221 0 20766 RODGRIGO SANTAMARINA 50.00 X 577683 0 40260 LASZLO TAMAS 50.00 X 582134 0 35563 BORHAN AL-ATASSI 50.00 X 516672 0 24338 ARI NAMON 50.00 X 444928 0 33971 2712638 1061846 244936 57 0 1 0 BARTON ASSOCIATES INC 10 DEARBORN ROAD PEABODY MA 01960 CONSULTING 141924 OTICON INCORPORATED PO BOX 8500-52843 PHILADELPHIA PA 191782843 MEDICAL SUPPLY SERVICES 102087 2 NET PATIENT SVC REV. 621110 14461971 14461971 MEDICAL SVCS REV. 621110 1180894 1180894 TEACHING & ADMIN REV. 611600 554256 554256 16197121 27887 27887 16225008 16197121 0 27887 17263412 17160200 103212 519885 515351 4534 934381 928775 5606 826605 821645 4960 3454042 3454042 1030774 1024589 6185 1275 1275 398027 395639 2388 51982 51670 312 334266 334266 12824 12747 77 292047 292047 950652 944948 5704 CONTINUING MED EDUCATIO 233126 231727 1399 TRANSCRIPTION 56857 56857 CLEANING 20198 20198 LICENSES, DUES, & SUBSC 15261 15261 115281 115281 26510895 22921201 3589694 0 54556 3766 1187590 1643766 154012 134520 35628 39016 1031266 953311 2466440 2770991 1773471 1811248 7834 685135 959743 2466440 2770991 X 0 0 2466440 2770991 X -10285887 10285887 X 0 1 1 X 0 X X X 0 0 0 BERKSHIRE MEDICAL CENTER INC 042442944 3 0 0 FAIRVIEW HOSPITAL INC 042791396 3 0 0 2 0 SCHEDULE 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. 0 DEFERRED COMPENSATION 457B 953311 953311 DEFERRED COMPENSATION 953311 DUE TO AFFILIATES 6432 959743 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE BHS CONSOLIDATED AUDITED FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE REGARDING FIN 48. 0 0 0 0 0 0 0 1 0 DAVID PHELPS 0 454280 0 0 0 0 0 11025 0 28677 0 493982 0 0 DAVID PHELPS 0 160999 0 0 0 0 0 0 0 0 0 160999 0 0 DARLENE RODOWICZ 0 305877 0 0 0 53462 0 11025 0 25338 0 395702 0 0 ANDREW DEMAGGIO 486749 0 87432 0 17040 0 11463 0 9303 0 611987 0 0 0 RODGRIGO SANTAMARINA 308183 0 236500 0 33000 0 11330 0 28930 0 617943 0 0 0 LASZLO TAMAS 560732 0 0 0 21402 0 11507 0 24056 0 617697 0 0 0 BORHAN AL-ATASSI 516048 0 0 0 624 0 0 0 24338 0 541010 0 0 0 ARI NAMON 443686 0 0 0 1242 0 6295 0 27676 0 478899 0 0 0 SUPPLEMENTAL INFORMATION PART III PART 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. $ 1,235 FORM 990, PART VI, SECTION A, LINE 3 BERKSHIRE 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 6 BHS MANAGMENT SERVICES, INC. IS THE SOLE CORPORATE MEMBER OF BERKSHIRE FACULTY SERVICES. FORM 990, PART VI, SECTION A, LINE 7A THE 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 7B DECISIONS OF THE BFS BOARD ARE SUBJECT TO REVIEW BY THE BOARD OF BHS, INC. FORM 990, PART VI, SECTION B, LINE 11 BERKSHIRE 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 12C THE ORGANIZATION ENFORCES AND MONITORS ITS CONFLICT OF INTEREST POLICY BY REQUIRING ALL MEMBERS OF THE GOVERNING BODY AND SENIOR MANAGEMENT TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST (A) ANNUALLY AND (B) AS POTENTIAL CONFLICTS ARISE. SENIOR EMPLOYEES ARE NOT PERMITTED TO HAVE MATERIAL CONFLICTS OF INTEREST 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 15 COMPENSATION OF THE CHIEF EXECUTIVE OFFICER IS REVIEWED AND ESTABLISHED AT LEAST BIANNUALLY BY THE INDEPENDENT, VOLUNTEER BHS GOVERNING BODY, BASED ON PERFORMANCE REVIEWS AND COMPARISON TO INDEPENDENTLY ESTABLISHED, REGIONALLY APPROPRIATE BENCHMARKS FOR SIMILAR POSITIONS IN SIMILARLY SIZED HEALTHCARE ORGANIZATIONS, AS VERIFIED BY INDEPENDENT, NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS SET IN ACCORDANCE WITH GOVERNING BODY-ESTABLISHED PRINCIPLES BASED ON COMPARABLE BENCHMARK IDENTIFIED BY SUCH INDEPENDENT CONSULTANTS. IN THE REPORTING YEAR, THE GOVERNING BODY TARGETED TOTAL COMPENSATION FOR MANAGEMENT EMPLOYEES AT THE 50TH PERCENTILE OF APPROPRIATE BENCHMARKS. THE ORGANIZATION FOLLOWED THIS PROCESS FOR YEAR ENDED 09/30/12. FORM 990, PART VI, SECTION C, LINE 19 GOVERNANCE DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE OFFICES OF (A) THE CHIEF FINANCIAL OFFICER, AND (B) THE VICE PRESIDENT AND GENERAL COUNSEL AT 725 NORTH STREET, PITTSFIELD, MA 01201. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: EQUITY TRANSFER 10,285,887. TOTAL TO FORM 990, PART XI, LINE 5: 10,285,887. BFS IS A PHYSICIAN SERVICES SUPPORTING ORGANIZATION FORM 990, PART I, LINE 2 BERKSHIRE 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. BERKSHIRE HEALTH SYSTEMS INC 725 NORTH STREET PITTSFIELD MA 01201 042442944 PARENT COMPANY MA 501 (C) (3) 11B N/A 0 BERKSHIRE MEDICAL CENTER INC 725 NORTH STREET PITTSFIELD MA 01201 042791396 ACUTE CARE MA 501 (C) (3) 3 N/A 0 FAIRVIEW HOSPITAL 29 LEWIS AVENUE GREAT BARRINGTON MA 01230 042133860 ACUTE CARE MA 501 (C) (3) 3 N/A 0 BHS MANAGEMENT SERVICES INC 725 NORTH STREET PITTSFIELD MA 01201 222755258 MANAGEMENT MA 501 (C) (3) 11B N/A 0 TRI-STATE MEDICAL MANAGEMENT CORP 725 NORTH STREET PITTSFIELD MA 01201 040913352 REAL ESTATE MANAGEMENT MA FAIRVIEW HOSPITAL C 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0