Civic Intelligence

Peabody Management Systems Inc.

990 • Fiscal year 2012 • EIN 04-3080764

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

84th percentile

0.77x

Higher debt load relative to assets than 84% 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

26th percentile

-2.8%

Faster asset growth than 26% 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 / Assets84th percentile

Assets

Down

$13,771,494

Down $392,908 (-2.8%) from 2011

Net Assets

Down

$3,218,574

Down $158,371 (-4.7%) from 2011

Liabilities

Down

$10,552,920

Down $234,537 (-2.2%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$11,064,025

Up $138,586 (+1.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2010: $13,175,562Liabilities 2010: $9,597,964Net Assets 2010: $3,577,5982010Assets 2011: $14,164,402Liabilities 2011: $10,787,457Net Assets 2011: $3,376,9452011Assets 2012: $13,771,494Liabilities 2012: $10,552,920Net Assets 2012: $3,218,5742012Assets 2013: $13,049,055Liabilities 2013: $9,852,962Net Assets 2013: $3,196,0932013Assets 2014: $11,199,244Liabilities 2014: $9,250,751Net Assets 2014: $1,948,4932014Assets 2015: $10,762,200Liabilities 2015: $8,963,015Net Assets 2015: $1,799,1852015Assets 2016: $8,768,038Liabilities 2016: $7,730,647Net Assets 2016: $1,037,3912016Assets 2017: $8,380,426Liabilities 2017: $7,946,887Net Assets 2017: $433,5392017Assets 2018: $7,899,061Liabilities 2018: $7,823,482Net Assets 2018: $75,5792018Assets 2019: $7,291,687Liabilities 2019: $7,783,005Net Assets 2019: -$491,3182019Assets 2020: $7,177,423Liabilities 2020: $8,449,514Net Assets 2020: -$1,272,0912020Assets 2021: $7,209,978Liabilities 2021: $6,708,925Net Assets 2021: $501,0532021Assets 2022: $6,924,720Liabilities 2022: $6,193,007Net Assets 2022: $731,7132022Assets 2023: $6,968,962Liabilities 2023: $7,216,003Net Assets 2023: -$247,0412023Assets 2024: $7,684,275Liabilities 2024: $8,063,100Net Assets 2024: -$378,8252024

Highlighted filing

2012

Assets$13,771,494
Liabilities$10,552,920
Net Assets$3,218,574
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$0-$5.0MExpenses 2010: $10,218,3352010Expenses 2011: $10,925,4392011Expenses 2012: $11,064,0252012Revenue 2013: $10,915,515Expenses 2013: $10,912,955Net Income 2013: $2,5602013Revenue 2014: $9,458,963Expenses 2014: $10,673,495Net Income 2014: -$1,214,5322014Revenue 2015: $12,044,310Expenses 2015: $12,209,035Net Income 2015: -$164,7252015Revenue 2016: $12,435,390Expenses 2016: $13,077,280Net Income 2016: -$641,8902016Revenue 2017: $12,770,855Expenses 2017: $13,374,707Net Income 2017: -$603,8522017Revenue 2018: $12,686,505Expenses 2018: $13,044,465Net Income 2018: -$357,9602018Revenue 2019: $12,336,423Expenses 2019: $12,903,320Net Income 2019: -$566,8972019Revenue 2020: $13,549,635Expenses 2020: $14,330,408Net Income 2020: -$780,7732020Revenue 2021: $16,226,605Expenses 2021: $14,453,461Net Income 2021: $1,773,1442021Revenue 2022: $14,654,393Expenses 2022: $14,423,733Net Income 2022: $230,6602022Revenue 2023: $15,424,711Expenses 2023: $16,403,465Net Income 2023: -$978,7542023Revenue 2024: $16,742,538Expenses 2024: $16,874,322Net Income 2024: -$131,7842024

Highlighted filing

2012

Revenue-
Expenses$11,064,025
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
$11,148,783
Mission and Program Overview

Mission

Peabody 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
04-3080764
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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/Explanation0Effect of interest rate swap = -$243129
IRS990ScheduleO/GeneralExplanation/Explanation1Governance 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/Explanation2Performance 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/Explanation3The 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/Explanation4Form 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/Explanation5Berkshire Healthcare Systems, Inc. (BHCS) is the parent corporation of Fairview Extended Care Services, Inc. Peabody Management Systems, Inc. is a subsidiary of Fairview Extended Care Services, Inc. Governance duties conducted on behalf of Peabody Management Systems, 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 XI, Line 9
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Line 15a
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990, Part VI, Line 11b
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990, Part VI, Line 8
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/GeneralExplanation/ReturnReference5Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990/ScheduleORequired0true
IRS990ScheduleR/DividendsRelatedOrganization0false
IRS990ScheduleR/ExchangeOfAssets0false
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1075 North Street Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1175 North Street Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1275 North Street Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1375 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1475 North St Suite 210
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1575 North St Suite 210

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
$13,771,494
Liabilities
$10,552,920
Net assets
$3,218,574
Revenue
-
Expenses
$11,064,025
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.68$8.06$0.38$16.7$16.9$0.13
2023Detailed filing. Detailed filing data is available for this year.$6.97$7.22$0.25$15.4$16.4$0.98
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.92$6.19$0.73$14.7$14.4$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.21$6.71$0.50$16.2$14.5$1.77
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.18$8.45$1.27$13.5$14.3$0.78
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.29$7.78$0.49$12.3$12.9$0.57
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.90$7.82$0.08$12.7$13.0$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.38$7.95$0.43$12.8$13.4$0.60
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.77$7.73$1.04$12.4$13.1$0.64
2015Detailed filing. Detailed filing data is available for this year.$10.8$8.96$1.80$12.0$12.2$0.16
2014Detailed filing. Detailed filing data is available for this year.$11.2$9.25$1.95$9.46$10.7$1.21
2013Detailed filing. Detailed filing data is available for this year.$13.0$9.85$3.20$10.9$10.9$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$10.6$3.22$11.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$10.8$3.38$10.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$9.60$3.58$10.2