Civic Intelligence

Berkshire Extended Care Services Inc.

990 • Fiscal year 2012 • EIN 04-3020520

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

81st percentile

0.72x

Higher debt load relative to assets than 81% 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

72nd percentile

8.7%

Faster asset growth than 72% 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 / Assets81st percentile

Assets

Up

$10,132,678

Up $809,125 (+8.7%) from 2011

Net Assets

Up

$2,870,411

Up $730,194 (+34%) from 2011

Liabilities

Up

$7,262,267

Up $78,931 (+1.1%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$6,749,081

Down $66,325 (-1.0%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

2012

Assets$10,132,678
Liabilities$7,262,267
Net Assets$2,870,411
Open 2012 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

2012

Revenue-
Expenses$6,749,081
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
$7,479,275
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
Raw XML AppendixShowing 400 of 785 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReview0false
IRS990/AccountsPayableAccruedExpenses/BOY0690695
IRS990/AccountsPayableAccruedExpenses/EOY0944548
IRS990/AccountsReceivable/BOY0375255
IRS990/AccountsReceivable/EOY0464011
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0Skilled nursing facility
IRS990/AddressPrincipalOfficerUS/AddressLine1075 North Street Suite 210
IRS990/AddressPrincipalOfficerUS/City0Pittsfield
IRS990/AddressPrincipalOfficerUS/State0MA
IRS990/AddressPrincipalOfficerUS/ZIPCode001201
IRS990/Advertising/Total00
IRS990/AllAffiliatesIncluded0false
IRS990/AllOtherExpenses/ProgramServices018632
IRS990/AllOtherExpenses/Total018632
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/AuditCommittee0true
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsToMembers/Total00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CashNonInterestBearing/BOY01654916
IRS990/CashNonInterestBearing/EOY01674477
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/Total00
IRS990/CompDisqualPersons/Total00
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0true
IRS990/CompensationProcessOther0true
IRS990/ComplianceWithBackupWitholding0false
IRS990/ConferencesMeetings/ProgramServices04253
IRS990/ConferencesMeetings/Total04253
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0true
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1075 North Street Suite 210
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine11PO Box 7777
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0Pittsfield
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City1Philadelphia
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0MA
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State1PA
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode001201
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode119175
IRS990/ContractorCompensation/Compensation0276722
IRS990/ContractorCompensation/Compensation1558908
IRS990/ContractorCompensation/DescriptionOfServices0Nursing Registry
IRS990/ContractorCompensation/DescriptionOfServices1Rehab Services
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine10IntegriNurse Inc
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine11Genesis Rehabilitation Services
IRS990/ContributionsGrantsCurrentYear00
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0true
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DepreciationDepletion/ManagementAndGeneral025724
IRS990/DepreciationDepletion/ProgramServices0326658
IRS990/DepreciationDepletion/Total0352382
IRS990/DescribedIn501C30true
IRS990/Description0This organization is formed exclusively for charitable purposes to operate skilled nursing facilities and render quality related services in a compassionate manner ensuring all residents have access to requisite services.
IRS990/DisregardedEntity0false
IRS990/DistributionToDonor0false
IRS990/DocumentRetentionPolicy0true
IRS990/DonorAdvisedFunds0false
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0true
IRS990/EmploymentTaxReturnsFiled0true
IRS990/EscrowAccount0false
IRS990/ExcessBenefitTransaction0false
IRS990/ExcessBusinessHoldings0false
IRS990/Expense06359348
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/Total00
IRS990/FeesForServicesInvstMgmntFees/Total00
IRS990/FeesForServicesLegal/ProgramServices0797
IRS990/FeesForServicesLegal/Total0797
IRS990/FeesForServicesLobbying/Total00
IRS990/FeesForServicesManagement/ManagementAndGeneral072544
IRS990/FeesForServicesManagement/Total072544
IRS990/FeesForServicesOther/Total00
IRS990/FeesForServicesProfFundraising/Total00
IRS990/FiledLieu10410false
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignGrants/Total00
IRS990/ForeignOffice0false
IRS990/Form1098CFiled0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form8899Filed0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek00.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek10.21
IRS990/Form990PartVIISectionA/AverageHoursPerWeek20.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek30.04
IRS990/Form990PartVIISectionA/AverageHoursPerWeek440.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated040.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated154.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated20.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated350.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated40.00
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee0X
IRS990/Form990PartVIISectionA/NamePerson0Lynn Murphy
IRS990/Form990PartVIISectionA/NamePerson1William C Jones Jr
IRS990/Form990PartVIISectionA/NamePerson2D Phelps Rabbi Trust
IRS990/Form990PartVIISectionA/NamePerson3David E Phelps
IRS990/Form990PartVIISectionA/NamePerson4Sandra Shepard
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation140820
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation349029
IRS990/Form990PartVIISectionA/OtherCompensation414738
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization4101903
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs1500256
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs21770636
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs3638312
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/Title0Clerk
IRS990/Form990PartVIISectionA/Title1President/Treas
IRS990/Form990PartVIISectionA/Title2* one time
IRS990/Form990PartVIISectionA/Title3CEO
IRS990/Form990PartVIISectionA/Title4Administrator
IRS990/Form990ProvidedToGoverningBody0true
IRS990/Form990-TFiled0false
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FSAuditedBasis/FinancialStatementConsolidated0X
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToDomesticIndividuals/Total00
IRS990/GrantsToDomesticOrgs/Total00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts07479275
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InformationTechnology/Total00
IRS990/Insurance/ManagementAndGeneral0396
IRS990/Insurance/ProgramServices05029
IRS990/Insurance/Total05425
IRS990/IntangibleAssets/EOY00
IRS990/Interest/Total00
IRS990/InventoriesForSaleOrUse/BOY013703
IRS990/InventoriesForSaleOrUse/EOY013703
IRS990/InvestmentIncomeCurrentYear0823
IRS990/InvestmentIncome/ExclusionAmount0823
IRS990/InvestmentIncomePriorYear0873
IRS990/InvestmentIncome/TotalRevenueColumn0823
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/EOY00
IRS990/InvestmentsProgramRelated/EOY00
IRS990/InvestmentsPubTradedSecurities/EOY00
IRS990/InvestTaxExemptBonds0false
IRS990/LandBldgEquipmentAccumDeprec03095269
IRS990/LandBuildingsEquipmentBasis08933563
IRS990/LandBuildingsEquipmentBasisNet/BOY05532184
IRS990/LandBuildingsEquipmentBasisNet/EOY05838294
IRS990/LicensedMoreThanOneState0false
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0true
IRS990/LocalChapters0true
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0true
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0false
IRS990/MinutesOfGoverningBody0false
IRS990/MissionDescription0Berkshire 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.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0William C Jones Jr
IRS990/NbrIndependentVotingMembers02
IRS990/NbrVotingGoverningBodyMembers02
IRS990/NbrVotingMembersGoverningBody02
IRS990/NetAssetsOrFundBalancesBOY02140217
IRS990/NetAssetsOrFundBalancesEOY02870411
IRS990/NetGainOrLossInvestments/TotalRevenueColumn00
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn00
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn00
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith1096040
IRS990/NumberIndependentVotingMembers02
IRS990/NumberIndividualsGT100K01
IRS990/NumberOf8282Filed00
IRS990/NumberOfContractorsGT100K02
IRS990/NumberOfEmployees0140
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total00
IRS990/OfficeExpenses/Total00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/OnBehalfOfIssuer0false
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY01719414
IRS990/OtherAssetsTotal/EOY02113404
IRS990/OtherEmployeeBenefits/ManagementAndGeneral040043
IRS990/OtherEmployeeBenefits/ProgramServices0508489
IRS990/OtherEmployeeBenefits/Total0548532
IRS990/OtherExpensePriorYear02894387
IRS990/OtherExpensesCurrentYear02761840
IRS990/OtherExpenses/Description0Telephone
IRS990/OtherExpenses/Description1Equipment Rental
IRS990/OtherExpenses/Description2Lease
IRS990/OtherExpenses/Description3Supplies
IRS990/OtherExpenses/ProgramServices014355
IRS990/OtherExpenses/ProgramServices129100
IRS990/OtherExpenses/ProgramServices2377010
IRS990/OtherExpenses/ProgramServices31885030
IRS990/OtherExpenses/Total014355
IRS990/OtherExpenses/Total129100
IRS990/OtherExpenses/Total2377010
IRS990/OtherExpenses/Total31885030
IRS990/OtherLiabilities/BOY06492641
IRS990/OtherLiabilities/EOY06317719
IRS990/OtherNotesLoansReceivableNet/EOY00
IRS990/OtherRevenueCurrentYear0134945
IRS990/OtherRevenueMisc/Description0Miscellaneous
IRS990/OtherRevenueMisc/ExclusionAmount0134945
IRS990/OtherRevenueMisc/TotalRevenueColumn0134945
IRS990/OtherRevenuePriorYear0123079
IRS990/OtherSalariesAndWages/ManagementAndGeneral0233690
IRS990/OtherSalariesAndWages/ProgramServices02967538
IRS990/OtherSalariesAndWages/Total03201228
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/ManagementAndGeneral017336
IRS990/PayrollTaxes/ProgramServices0220145
IRS990/PayrollTaxes/Total0237481
IRS990/PensionPlanContributions/Total00
IRS990/PledgesAndGrantsReceivable/EOY00
IRS990/PoliciesReferenceChapters0true
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PrepaidExpensesDeferredCharges/BOY028081
IRS990/PrepaidExpensesDeferredCharges/EOY028789
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0623000
IRS990/ProgramServiceRevenueCY07343507
IRS990/ProgramServiceRevenue/Description0services (medical)
IRS990/ProgramServiceRevenue/Description1Patient room & board and
IRS990/ProgramServiceRevenuePriorYear07535623
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome07343507
IRS990/ProgramServiceRevenue/TotalRevenueColumn07343507
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReceivablesFromDisqualPersons/EOY00
IRS990/ReceivablesFromOfficersEtc/EOY00
IRS990/ReconcilationRevenueExpenses0730194
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0true
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0true
IRS990/ReportOtherAssets0true
IRS990/ReportOtherLiabilities0true
IRS990/ReportProgRelInvest0false
IRS990/RetainedEarningsEndowmentEtc/BOY02140217
IRS990/RetainedEarningsEndowmentEtc/EOY02870411
IRS990/Revenue07479275
IRS990/RevenuesLessExpensesCY0730194
IRS990/RevenuesLessExpensesPriorYear0844169
IRS990/RoyaltiesRevenue/TotalRevenueColumn00
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear03987241
IRS990/SalariesEtcPriorYear03921019
IRS990/SavingsAndTempCashInvestments/EOY00
IRS990ScheduleA/Hospital170b1Aiii0X
IRS990/ScheduleBRequired0false
IRS990ScheduleC/CorrectionMade0false
IRS990ScheduleC/DirectContactLegislators0false
IRS990ScheduleC/Form4720Filed4912Tax0false
IRS990ScheduleC/Form4720Filed4955Tax0false
IRS990ScheduleC/Form990ScheduleCPartIV/Explanation0Part 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 ending 12/31/12.
IRS990ScheduleC/Form990ScheduleCPartIV/Identifier0Part II-B, Line 1i
IRS990ScheduleC/Form990ScheduleCPartIV/ReturnReference0Part II-B, Line 1i - Other Activities Description
IRS990ScheduleC/GrantsOtherOrganizations0false
IRS990ScheduleC/MailingsMembers0false
IRS990ScheduleC/MediaAdvertisements0false
IRS990ScheduleC/NotDescribedIn501c30false
IRS990ScheduleC/OtherActivities0true
IRS990ScheduleC/OtherActivitiesAmount0903
IRS990ScheduleC/PaidStaffOrManagement0false
IRS990ScheduleC/PublicationsOrBroadcast0false
IRS990ScheduleC/RalliesDemonstrations0false
IRS990ScheduleC/TotalLobbyingExpendituresIIB0903
IRS990ScheduleC/Volunteers0false
IRS990ScheduleD/Equipment/BookValue0198521
IRS990ScheduleD/Equipment/Depreciation0194574
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis0393095
IRS990ScheduleD/LeaseholdImprovements/BookValue0398207
IRS990ScheduleD/LeaseholdImprovements/Depreciation0161073
IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis0559280
IRS990ScheduleD/OtherAssets/BookValue03856
IRS990ScheduleD/OtherAssets/BookValue1139394
IRS990ScheduleD/OtherAssets/BookValue21970154
IRS990ScheduleD/OtherAssets/Description0Patient Personal Funds
IRS990ScheduleD/OtherAssets/Description1Due from Third Party Payers
IRS990ScheduleD/OtherAssets/Description2Due from affiliated entities
IRS990ScheduleD/OtherLandBuildings/BookValue05241566
IRS990ScheduleD/OtherLandBuildings/Depreciation02739622
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis07981188
IRS990ScheduleD/OtherLiabilities/Amount073216
IRS990ScheduleD/OtherLiabilities/Amount16080000
IRS990ScheduleD/OtherLiabilities/Amount29503
IRS990ScheduleD/OtherLiabilities/Amount3155000
IRS990ScheduleD/OtherLiabilities/Description0Other Current Liabilities
IRS990ScheduleD/OtherLiabilities/Description1Long term obligations
IRS990ScheduleD/OtherLiabilities/Description2Due to 501 (c) (3) Affiliates
IRS990ScheduleD/OtherLiabilities/Description3Current portion of lt obligations
IRS990ScheduleD/TotalBookValueOtherAssets02113404
IRS990ScheduleD/TotalOfAmounts06317719
IRS990ScheduleD/TotalOfBookValueLandBuildings05838294
IRS990ScheduleJ/AnyNonFixedPayments0false
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg0false
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
IRS990ScheduleJ/Form990ScheduleJPartII/Title1CEO
IRS990ScheduleJ/Form990ScheduleJPartII/Title2* one time
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0541076
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1687341
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs21770636
IRS990ScheduleJ/InitialContractException0false
IRS990ScheduleJ/RebuttablePresumptionProcedure0false
IRS990/ScheduleJRequired0true
IRS990ScheduleJ/SeverancePayment0false
IRS990ScheduleJ/SupplementalNonqualRetirePlan0true
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 President/Treasurer's office at 75 North Street, Pittsfield, MA 01201.
IRS990ScheduleO/GeneralExplanation/Explanation1Performance and compensation of the CEO and President are reviewed annually by a subcommittee of the governing bodies, whose members are independent. The full governing bodies 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.
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 15a
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Line 11b
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 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990/ScheduleORequired0true
IRS990ScheduleR/DividendsRelatedOrganization0false
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$10,132,678
Liabilities
$7,262,267
Net assets
$2,870,411
Revenue
-
Expenses
$6,749,081
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