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Nonprofiteer
← BERKSHIRE FACULTY SERVICES INC

Form 990 for tax year 2022

Filed by BERKSHIRE FACULTY SERVICES INC.

Totals

Total revenue
$53,149,207
Total expenses
$81,408,205
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$53,149,207
Investment income
$0
Other revenue
$0
Total assets, end of year
$13,856,740
Total liabilities, end of year
$13,856,740
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$71,728,299
Management and general expenses
$9,679,906
Fundraising expenses
$0
Program service expenses (Part III)
$71,728,299

Program services were 88.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: NET PATIENT SVC REV.

    total $46,608,536 · related or exempt $46,608,536

  • 2b · Program service revenue: MEDICAL SVCS REV.

    total $6,089,560 · related or exempt $6,089,560

  • 2c · Program service revenue: TEACHING & ADMIN REV.

    total $451,111 · related or exempt $451,111

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $52,080,680 · program services $52,080,680

  • 8 · Pension plan contributions

    total $1,860,401 · program services $1,860,401

  • 9 · Other employee benefits

    total $3,724,277 · program services $3,724,277

  • 10 · Payroll taxes

    total $3,513,736 · program services $3,513,736

  • 11a · Fees: management

    total $9,679,906 · management and general $9,679,906

  • 11g · Fees: other

    total $58,532 · program services $58,532

  • 13 · Office expenses

    total $1,095,891 · program services $1,095,891

  • 14 · Information technology

    total $164,473 · program services $164,473

  • 16 · Occupancy

    total $378,183 · program services $378,183

  • 17 · Travel

    total $31,409 · program services $31,409

  • 23 · Insurance

    total $1,842,969 · program services $1,842,969

  • 24a · Other expenses: EXTERNAL LABOR

    total $4,976,414 · program services $4,976,414

  • 24b · Other expenses: CME & OTHER MD EXPENSE

    total $980,640 · program services $980,640

  • 24c · Other expenses: INTERCOMPANY SALARY & F

    total $427,671 · program services $427,671

  • 24e · All other expenses

    total $593,023 · program services $593,023

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,956,907 · end of year $65,287

  • 4 · Accounts receivable

    beginning of year $3,850,804 · end of year $2,828,192

  • 7 · Other notes and loans receivable

    beginning of year $94,370 · end of year $289,526

  • 9 · Prepaid expenses and deferred charges

    beginning of year $138,836 · end of year $140,312

  • 15 · Other assets

    beginning of year $6,168,035 · end of year $10,533,423

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,878,574 · end of year $6,709,427

  • 19 · Deferred revenue

    beginning of year $162,776 · end of year $162,776

  • 25 · Other liabilities

    beginning of year $10,167,602 · end of year $6,984,537

Mission and programs · 2022

Mission

THE MISSION OF BERKSHIRE FACULTY SERVICES IS TO ADVANCE HEALTH AND WELLNESS FOR EVERYONE IN OUR COMMUNITY IN A WELCOMING, INCLUSIVE AND PERSONALIZED ENVIRONMENT.

Activities or mission (Part I)

TO ADVANCE HEALTH & WELLNESS OF OUR COMMUNITY IN A WELCOMING, INCLUSIVE & PERSONALIZED ENVIRONMENT.

  • 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.

    Expenses $71,728,299 · Revenue $53,149,207

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DARLENE RODOWICZ

    PRESIDENT

    Total calculated
    $879,006
    From this org
    $0
    From related orgs
    $846,435
    Other
    $32,571
    Hours/week
    8.75 + 41.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $717,932 related
    Bonus
    $0 + $49,701 related
    Other
    $0 + $78,802 related
    Deferred
    $0 + $12,574 related
    Nontaxable benefits
    $0 + $19,997 related
    Filer's total
    $0 + $879,006 related

  • SCOTT ST GEORGE

    TREASURER

    Total calculated
    $557,895
    From this org
    $0
    From related orgs
    $532,842
    Other
    $25,053
    Hours/week
    7 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $462,275 related
    Bonus
    $0 + $31,836 related
    Other
    $0 + $38,731 related
    Deferred
    $0 + $8,331 related
    Nontaxable benefits
    $0 + $16,722 related
    Filer's total
    $0 + $557,895 related

  • CHERYL BOUDREAU

    CLERK

    Total calculated
    $145,927
    From this org
    $0
    From related orgs
    $126,916
    Other
    $19,011
    Hours/week
    8 + 32 related

  • ANDREW DEMAGGIO

    PHYSICIAN

    Total calculated
    $928,733
    From this org
    $906,393
    From related orgs
    $0
    Other
    $22,340
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $520,133
    Bonus
    $382,564
    Other
    $3,696
    Deferred
    $9,492
    Nontaxable benefits
    $12,848
    Filer's total
    $928,733

  • SEAN MULLALLY

    PHYSICIAN

    Total calculated
    $892,929
    From this org
    $852,069
    From related orgs
    $0
    Other
    $40,860
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $462,748
    Bonus
    $385,634
    Other
    $3,687
    Deferred
    $13,725
    Nontaxable benefits
    $27,135
    Filer's total
    $892,929

  • ANDREW LEDERMAN

    PHYSICIAN

    Total calculated
    $819,240
    From this org
    $763,171
    From related orgs
    $0
    Other
    $56,069
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $481,066
    Bonus
    $279,348
    Other
    $2,757
    Deferred
    $13,725
    Nontaxable benefits
    $42,344
    Filer's total
    $819,240

  • GEORGE VEINOGLOU

    PHYSICIAN

    Total calculated
    $760,654
    From this org
    $748,068
    From related orgs
    $0
    Other
    $12,586
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $592,696
    Bonus
    $142,051
    Other
    $13,321
    Deferred
    $11,401
    Nontaxable benefits
    $1,185
    Filer's total
    $760,654

  • JASON BRATCHER

    PHYSICIAN

    Total calculated
    $776,915
    From this org
    $746,567
    From related orgs
    $0
    Other
    $30,348
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $537,327
    Bonus
    $206,216
    Other
    $3,024
    Deferred
    $13,725
    Nontaxable benefits
    $16,623
    Filer's total
    $776,915

  • DAVID PHELPS

    PRESIDENT, TERM END 1/1/22

    Total calculated
    $900,746
    From this org
    $0
    From related orgs
    $891,167
    Other
    $9,579
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $889,147 related
    Bonus
    $0
    Other
    $0 + $2,020 related
    Deferred
    $0 + $5,208 related
    Nontaxable benefits
    $0 + $4,371 related
    Filer's total
    $0 + $900,746 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART II
IN 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 COMPENSATED FOR THEIR ROLES AS OFFICERS. PHYSICIANS WHO SERVE AS DIRECTOR (TRUSTEE) ARE COMPENSATED FOR THEIR ROLES AS PHYSICIANS. COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES IS REVIEWED AND ESTABLISHED AT LEAST BIANNUALLY BY THE INDEPENDENT VOLUNTEER GOVERNING BODY OF BERKSHIRE HEALTH SYSTEMS, INC. (PARENT ORGANIZATION OF THE FILING ENTITY), 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 BASE COMPENSATION FOR MANAGEMENT EMPLOYEES AT THE 60TH PERCENTILE OF APPROPRIATE BENCHMARKS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
14 August 2024
IRS schema version
2022v5.0
Source object
202422279349301737

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