Civic Intelligence

Pittsfield Management Systems Inc.

990 • Fiscal year 2012 • EIN 04-2982134

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 13, 2013

Organization Profilewww.berkshirehealthcare.org
75 North Street Suite 21001201
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

85th percentile

0.80x

Higher debt load relative to assets than 85% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

62nd percentile

5.3%

Faster asset growth than 62% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$17,124,915

Up $859,167 (+5.3%) from 2011

Net Assets

Up

$3,488,500

Up $1,202,408 (+53%) from 2011

Liabilities

Down

$13,636,415

Down $343,241 (-2.5%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$8,806,366

Up $164,049 (+1.9%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $16,999,138Liabilities 2010: $15,760,458Net Assets 2010: $1,238,6802010Assets 2011: $16,265,748Liabilities 2011: $13,979,656Net Assets 2011: $2,286,0922011Assets 2012: $17,124,915Liabilities 2012: $13,636,415Net Assets 2012: $3,488,5002012Assets 2013: $17,535,546Liabilities 2013: $13,151,934Net Assets 2013: $4,383,6122013Assets 2014: $18,464,698Liabilities 2014: $12,866,745Net Assets 2014: $5,597,9532014Assets 2015: $19,149,356Liabilities 2015: $12,291,281Net Assets 2015: $6,858,0752015Assets 2016: $20,394,999Liabilities 2016: $13,011,437Net Assets 2016: $7,383,5622016Assets 2017: $20,690,863Liabilities 2017: $12,636,530Net Assets 2017: $8,054,3332017Assets 2018: $21,135,724Liabilities 2018: $12,230,002Net Assets 2018: $8,905,7222018Assets 2019: $21,145,742Liabilities 2019: $11,617,737Net Assets 2019: $9,528,0052019Assets 2020: $23,326,350Liabilities 2020: $12,989,751Net Assets 2020: $10,336,5992020Assets 2021: $24,200,908Liabilities 2021: $12,004,131Net Assets 2021: $12,196,7772021Assets 2022: $23,975,023Liabilities 2022: $10,081,834Net Assets 2022: $13,893,1892022Assets 2023: $23,875,063Liabilities 2023: $9,829,195Net Assets 2023: $14,045,8682023Assets 2024: $24,150,418Liabilities 2024: $9,964,944Net Assets 2024: $14,185,4742024

Highlighted filing

2012

Assets$17,124,915
Liabilities$13,636,415
Net Assets$3,488,500
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0Expenses 2010: $8,726,3752010Expenses 2011: $8,642,3172011Expenses 2012: $8,806,3662012Revenue 2013: $9,761,800Expenses 2013: $8,866,688Net Income 2013: $895,1122013Revenue 2014: $10,391,591Expenses 2014: $9,177,250Net Income 2014: $1,214,3412014Revenue 2015: $10,722,147Expenses 2015: $9,462,025Net Income 2015: $1,260,1222015Revenue 2016: $10,814,262Expenses 2016: $10,185,747Net Income 2016: $628,5152016Revenue 2017: $10,881,947Expenses 2017: $10,211,176Net Income 2017: $670,7712017Revenue 2018: $11,343,159Expenses 2018: $10,491,770Net Income 2018: $851,3892018Revenue 2019: $11,444,196Expenses 2019: $10,821,913Net Income 2019: $622,2832019Revenue 2020: $12,342,188Expenses 2020: $11,533,594Net Income 2020: $808,5942020Revenue 2021: $14,144,809Expenses 2021: $12,284,631Net Income 2021: $1,860,1782021Revenue 2022: $15,000,272Expenses 2022: $13,303,860Net Income 2022: $1,696,4122022Revenue 2023: $13,504,153Expenses 2023: $13,351,474Net Income 2023: $152,6792023Revenue 2024: $13,808,232Expenses 2024: $13,668,626Net Income 2024: $139,6062024

Highlighted filing

2012

Revenue-
Expenses$8,806,366
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 13, 2013
Return Version
2012v2.0
Gross Receipts
$10,008,774
Mission and Program Overview

Mission

Pittsfield 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.

Filing and Contact Details

Filer

EIN
04-2982134
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IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs0false
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg0false
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs0false
IRS990ScheduleJ/EquityBasedCompArrangement0false
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0500256
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs1638312
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs21770636
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0In reference to Form 990, Part VII and Schedule J Part II, no compensation is paid by the filing entity to any director (trustee) for his or her role as director (trustee). The officers of the filing entity are all compensated by BHS Management Services, Inc., ("BHSMS")a supporting organization of the filing entity. A portion of the compensation amount paid to officers of the filing entity is allocated internally among the filing entity and its 26 associated non-profit, tax-exempt entities in order to reflect the division of the officers' time and effort among those various entities and each entity's relative contribution to the officers' total compensation. (See Below). Compensation of the chief executive officer of the filing entity is reviewed and established at least biannually by the independent volunteer governing body of the Berkshire Health Systems, Inc., (the parent company of BHSMS) based on performance reviews and comparison to independently established, regionally appropriate benchmarks for similar positions in similarly sized healthcare organizations, as verified by independent, nationally recognized compensation consultants. Compensation of the president of the filing entity is reviewed and established at least biannually the the independent volunteer governing body of Berkshire Healthcare Systems, Inc., (the filing entity or parent company of the filing entity) based on performance reviews and comparison to independently established, regionally appropriate benchmarks for similiar positions in similarly sized healthcare organizations, as verified by independent, nationally recognized compensation consultants. Compensation of any other officers and key employees is set in accordance with governing-body established principles based on comparable benchmarks identified by such independent consultants. The governing bodies currently target total compensation for management employees at the 60th percentile of appropriate benchmarks. For most of Mr. Phelps' 20-year tenure as chief executive officer, a written agreement between Berkshire Health Systems and Mr. Phelps has called for Berkshire Health Systems (and its affiliates) to fund a retirement program that, when added to his base conpensation and other routine benefits, was intended to bring Mr. Phelps' total compensation close to the 50th percentile range of total compensation for comparable executives in comparable healthcare organizations, as determined by independent, nationally recognized compensation reviewers. For a variety of reasons, the agreed-upon retirement obligation was not fully funded over the twenty years of Mr. Phelps' service and, in 2010, the governing body of Berkshire Health Systems and Mr. Phelps agreed to remedy that shortfall by (a) significantly reducing the retirement benefit, (b) fully catching up the funding of the reduced program over a two-year period and (c) discontinuing any further supplemental retirement program for Mr. Phelps during any remaining period of his employment at Berkshire Health Systems and its affiliates. The catch-up funding of the retirement program was paid over to Mr. Phelps during the reporting year from a Rabbi Trust because, by agreement it became fully vested and, therefore, fully taxable in the reporting year. The catch-up funding amounts for the reduced retirement program are reflected on Form 990 Part VII Item 1(a) line 2 columns E and F and Schedule J part II line 2(ii), column b through E below. Although the retirement program funding is allocated among Berkshire Health Systems and it's direct affiliates, no part of the retirement program funding is allocated among the filing entity or its direct affiliates. David E. Phelps William C. Jones Hrs/Wk Dollars Hrs/Wk DollarsBourne Management Systems, Inc. 0.67 $ 8,553 3.62 $33,516Greenfield Management Systems, Inc. 0.62 $ 7,875 3.33 $30,857New Bedford Management Systems, Inc. 0.71 $ 9,012 3.81 $35,315In reference to Schedule J Part 2, cont.Northampton Managemen
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0Sch J, Part III, Additional Information
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0Part III, Additional Information
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0William C Jones Jr
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1David E Phelps
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2D Phelps Rabbi Trust
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs040820
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs149029
IRS990ScheduleJ/Form990ScheduleJPartII/Title0President/Treas

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$17,124,915
Liabilities
$13,636,415
Net assets
$3,488,500
Revenue
-
Expenses
$8,806,366
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.2$9.96$14.2$13.8$13.7$0.14
2023Detailed filing. Detailed filing data is available for this year.$23.9$9.83$14.0$13.5$13.4$0.15
2022Detailed filing. Detailed filing data is available for this year.$24.0$10.1$13.9$15.0$13.3$1.70
2021Detailed filing. Detailed filing data is available for this year.$24.2$12.0$12.2$14.1$12.3$1.86
2020Detailed filing. Detailed filing data is available for this year.$23.3$13.0$10.3$12.3$11.5$0.81
2019Detailed filing. Detailed filing data is available for this year.$21.1$11.6$9.53$11.4$10.8$0.62
2018Detailed filing. Detailed filing data is available for this year.$21.1$12.2$8.91$11.3$10.5$0.85
2017Detailed filing. Detailed filing data is available for this year.$20.7$12.6$8.05$10.9$10.2$0.67
2016Detailed filing. Detailed filing data is available for this year.$20.4$13.0$7.38$10.8$10.2$0.63
2015Detailed filing. Detailed filing data is available for this year.$19.1$12.3$6.86$10.7$9.46$1.26
2014Detailed filing. Detailed filing data is available for this year.$18.5$12.9$5.60$10.4$9.18$1.21
2013Detailed filing. Detailed filing data is available for this year.$17.5$13.2$4.38$9.76$8.87$0.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.1$13.6$3.49$8.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$14.0$2.29$8.64
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$15.8$1.24$8.73