Civic Intelligence

Berkshire Extended Care Services Inc.

990 • Fiscal year 2010 • EIN 04-3020520

Jan 01, 2010 to Dec 31, 2010 • Filed on Nov 11, 2011

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

0.85x

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

2010 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets85th percentile

Assets

$8,557,880

No earlier filing loaded for comparison.

Net Assets

$1,296,048

No earlier filing loaded for comparison.

Liabilities

$7,261,832

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$6,551,465

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2010: $8,557,880Liabilities 2010: $7,261,832Net Assets 2010: $1,296,0482010Assets 2011: $9,323,553Liabilities 2011: $7,183,336Net Assets 2011: $2,140,2172011Assets 2012: $10,132,678Liabilities 2012: $7,262,267Net Assets 2012: $2,870,4112012Assets 2013: $10,403,283Liabilities 2013: $6,959,394Net Assets 2013: $3,443,8892013Assets 2014: $11,096,516Liabilities 2014: $6,904,702Net Assets 2014: $4,191,8142014Assets 2015: $11,502,918Liabilities 2015: $6,728,968Net Assets 2015: $4,773,9502015Assets 2016: $11,700,098Liabilities 2016: $6,540,347Net Assets 2016: $5,159,7512016Assets 2017: $12,115,675Liabilities 2017: $6,430,506Net Assets 2017: $5,685,1692017Assets 2018: $12,342,356Liabilities 2018: $6,182,804Net Assets 2018: $6,159,5522018Assets 2019: $12,171,945Liabilities 2019: $5,891,847Net Assets 2019: $6,280,0982019Assets 2020: $13,908,201Liabilities 2020: $6,843,683Net Assets 2020: $7,064,5182020Assets 2021: $14,092,847Liabilities 2021: $5,769,372Net Assets 2021: $8,323,4752021Assets 2022: $13,855,519Liabilities 2022: $5,441,468Net Assets 2022: $8,414,0512022Assets 2023: $13,364,003Liabilities 2023: $5,334,533Net Assets 2023: $8,029,4702023Assets 2024: $13,353,448Liabilities 2024: $5,304,124Net Assets 2024: $8,049,3242024

Highlighted filing

2010

Assets$8,557,880
Liabilities$7,261,832
Net Assets$1,296,048
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,551,4652010Expenses 2011: $6,815,4062011Expenses 2012: $6,749,0812012Revenue 2013: $7,443,974Expenses 2013: $6,870,496Net Income 2013: $573,4782013Revenue 2014: $7,713,182Expenses 2014: $6,965,257Net Income 2014: $747,9252014Revenue 2015: $8,517,846Expenses 2015: $7,759,763Net Income 2015: $758,0832015Revenue 2016: $8,416,811Expenses 2016: $8,031,010Net Income 2016: $385,8012016Revenue 2017: $8,431,493Expenses 2017: $7,906,074Net Income 2017: $525,4192017Revenue 2018: $8,664,584Expenses 2018: $8,190,201Net Income 2018: $474,3832018Revenue 2019: $8,727,830Expenses 2019: $8,607,285Net Income 2019: $120,5452019Revenue 2020: $10,332,775Expenses 2020: $9,548,355Net Income 2020: $784,4202020Revenue 2021: $11,772,575Expenses 2021: $10,513,618Net Income 2021: $1,258,9572021Revenue 2022: $11,426,826Expenses 2022: $11,336,250Net Income 2022: $90,5762022Revenue 2023: $11,151,815Expenses 2023: $11,536,396Net Income 2023: -$384,5812023Revenue 2024: $12,415,956Expenses 2024: $12,396,102Net Income 2024: $19,8542024

Highlighted filing

2010

Revenue-
Expenses$6,551,465
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Nov 11, 2011
Return Version
2010v3.2
Gross Receipts
$7,042,172
Mission and Program Overview

Mission

Berkshire Extended Care Services 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
04-3020520
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0In reference to Schedule J Part 2, no compensation is paid by the filing entity to any officer or director, although a proportional share of the compensation amount is allocated internally to the filing entity for accounting and management purposes (see below). Compensation is paid to the officers of the filing entity by BHS Management Services, Inc., a supporting organization that provides management services to the filing entity and 30 other not-for-profit, tax-exempt healthcare service entities. Compensation for these two individuals is reviewed and established at least biannually by independent volunteer governing bodies, based on performance review and comparison to independent, regionally appropriate benchmarks for similar positions in similarly sized organizations, as verified by independent, nationally recognized compensation consultants. The governing bodies target total compensation for management employees at the 50th to 60th percentiles of appropriate benchmarks. In 2010, the governing body of BHS Management Services parent and Mr. Phelps agreed to reorganize his compensation and compromise many years of historical compensation adjustments that had not been made and had resulted in his historical compensation being substantially below the governing body's compensation targets. In its place, the governing body and Mr. Phelps have agreed upon a simplified compensation arrangement for future years, adjusted to meet the governing body's 50th to 60th In reference to Schedule J Part 2, cont.percentile target. Part of the compromise was paying over to Mr. Phelps as ordinary income the cash value of a surrendered life insurance policy in which he had an ownership interest, the cash value having accumulated through most of the 17 years of his tenure in his current role. The cash value of the surrendered life insurance policy is reflected below, as is the portion of compensation allocable to each of the supported organizations. David E. Phelps William C. Jones Hrs/Wk Dollars Hrs/Wk DollarsBourne Management Systems, Inc. 0.82 $12,087 3.67 $26,324Greenfield Management Systems, Inc. 0.75 $11,128 3.38 $24,236New Bedford Management Systems, Inc. 0.86 $12,736 3.87 $27,737Northampton Management Systems, Inc. 0.74 $10,896 3.31 $23,730East Longmeadow Management Systems, Inc. 0.42 $ 6,222 1.89 $13,551Danvers Management Systems, Inc. 0.39 $ 5,790 1.76 $12,609Peabody Management Systems, Inc. 0.71 $10,489 3.19 $22,844In reference to Schedule J Part 2, cont.South Yarmouth Management Systems, Inc. 0.45 $ 6,689 2.03 $14,567Berkshire Pennsylvania, Inc. 0.67 $ 9,985 3.04 $21,746Xenia East Management Systems, Inc. 0.19 $ 2,803 0.85 $ 6,104Willowood of Great Barrington, Inc. 0.62 $ 9,115 2.77 $19,851Willowood of North Adams, Inc. 0.71 $10,439 3.17 $22,735Willowood of Williamstown, Inc. 0.89 $13,195 4.01 $28,737Hillcrest Extended Care Services, Inc. 1.64 $24,251 7.37 $52,815Berkshire Retirement Community, Inc. 0.56 $ 8,331 2.54 $18,143Berkshire Extended Care Services, Inc. 0.05 $ 708 0.22 $ 1,543IntegriNurse, Inc. 0.16 $ 2,426 0.74 $ 5,284IntegriScript, Inc. 0.24 $ 3,612 1.10 $ 7,867Pittsfield Management Systems, Inc. 0.78 $11,497 3.49 $25,038HospiceCare in the Berkshires, Inc. 0.36 $ 5,257 1.60 $11,449Non Affiliated Entities 46.00 $344,863 0.00 $ 0Life Insurance Cash Out (one time) n/a $1,085,553 n/a $ 0
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IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0William Jones Jr
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IRS990ScheduleO/GeneralExplanation/Explanation0Governance 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 Executive Vice President/Treasurer's office at 75 North Street, Pittsfield, MA 01201.
IRS990ScheduleO/GeneralExplanation/Explanation1Performance and compensation are reviewed annually by a subcommittee of the governing body, whose members are independent. The full governing body reviews and approves the compensation of the senior executive. Every two or three years, the organization engages a nationally recognized healthcare compensation firm to provide information concerning market rates of compensation and assess the organization's compensation structure against those independent benchmarks.
IRS990ScheduleO/GeneralExplanation/Explanation2The 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.
IRS990ScheduleO/GeneralExplanation/Explanation3Form 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.
IRS990ScheduleO/GeneralExplanation/Explanation4Berkshire Healthcare Systems, Inc. (BHCS) is the parent corporation of Berkshire Retirement Community, Inc. Berkshire Extended Care is a subsidiary of Berkshire Retirement Community, Inc. Governance duties conducted on behalf of Berkshire Extended Care Services, 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.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Line 15b
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Line 11
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990, Part VI, Line 8
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Line 11: Form 990 Review Process
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part VI, Line 8 : Explanation of No Contemporaneously Documentation of Meetings
IRS990/ScheduleORequired0true
IRS990ScheduleR/ExchangeOfAssets0false
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1075 North Street
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1175 North Street Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1275 North Street Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1375 North Street Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1475 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1575 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1675 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1775 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1875 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1975 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11075 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11175 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11275 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11375 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11475 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11575 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11675 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11775 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11875 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11975 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12075 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12175 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12275 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12375 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12475 North St Suite 210
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IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State3MA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,557,880
Liabilities
$7,261,832
Net assets
$1,296,048
Revenue
-
Expenses
$6,551,465
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$5.30$8.05$12.4$12.4$0.02
2023Detailed filing. Detailed filing data is available for this year.$13.4$5.33$8.03$11.2$11.5$0.38
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$5.44$8.41$11.4$11.3$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$5.77$8.32$11.8$10.5$1.26
2020Detailed filing. Detailed filing data is available for this year.$13.9$6.84$7.06$10.3$9.55$0.78
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$5.89$6.28$8.73$8.61$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$6.18$6.16$8.66$8.19$0.47
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$6.43$5.69$8.43$7.91$0.53
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$6.54$5.16$8.42$8.03$0.39
2015Detailed filing. Detailed filing data is available for this year.$11.5$6.73$4.77$8.52$7.76$0.76
2014Detailed filing. Detailed filing data is available for this year.$11.1$6.90$4.19$7.71$6.97$0.75
2013Detailed filing. Detailed filing data is available for this year.$10.4$6.96$3.44$7.44$6.87$0.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$7.26$2.87$6.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.32$7.18$2.14$6.82
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.56$7.26$1.30$6.55