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Nonprofiteer
← BHS MANAGEMENT SERVICES INC

Form 990 for tax year 2022

Filed by BHS MANAGEMENT SERVICES INC.

Totals

Total revenue
$61,859,341
Total expenses
$61,859,341
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$61,859,341
Investment income
$0
Other revenue
$0
Total assets, end of year
$13,614,937
Total liabilities, end of year
$13,614,937
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$61,859,341
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$61,859,341

Program services were 100.0% 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: CENTRALIZED SVC FEES &

    total $61,859,341 · related or exempt $61,859,341

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $3,080,509 · program services $3,080,509

  • 7 · Other salaries and wages

    total $21,127,194 · program services $21,127,194

  • 8 · Pension plan contributions

    total $1,129,841 · program services $1,129,841

  • 9 · Other employee benefits

    total $4,381,706 · program services $4,381,706

  • 10 · Payroll taxes

    total $1,644,639 · program services $1,644,639

  • 11b · Fees: legal

    total $2,370,274 · program services $2,370,274

  • 11c · Fees: accounting

    total $850,175 · program services $850,175

  • 11g · Fees: other

    total $2,547,166 · program services $2,547,166

  • 12 · Advertising and promotion

    total $1,912,868 · program services $1,912,868

  • 13 · Office expenses

    total $1,988,039 · program services $1,988,039

  • 14 · Information technology

    total $19,081,259 · program services $19,081,259

  • 16 · Occupancy

    total $933,533 · program services $933,533

  • 17 · Travel

    total $88,322 · program services $88,322

  • 23 · Insurance

    total $21,485 · program services $21,485

  • 24a · Other expenses: EMPLOYEE RECRUITMENT

    total $482,962 · program services $482,962

  • 24b · Other expenses: LICENSES & DUES

    total $179,276 · program services $179,276

  • 24c · Other expenses: EDUCATION SERVICES

    total $40,093 · program services $40,093

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,148,399 · end of year $0

  • 4 · Accounts receivable

    beginning of year $2,797 · end of year $29,601

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,601,443 · end of year $2,764,721

  • 15 · Other assets

    beginning of year $7,054,467 · end of year $10,820,615

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,705,260 · end of year $6,460,894

  • 19 · Deferred revenue

    beginning of year $37,000 · end of year $37,000

  • 25 · Other liabilities

    beginning of year $11,064,846 · end of year $7,117,043

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

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

Activities or mission (Part I)

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

  • BHS MANAGEMENT SERVICES PROVIDES MANAGEMENT SERVICES AT COST TO NOT FOR PROFIT CORPORATIONS INCLUDING CONTROLLED AFFILIATES OF BERKSHIRE HEALTH SYSTEMS, INC. THIS COORDINATED EFFORT PROVIDES FINANCIAL ACCOUNTING AND ADMINISTRATIVE SERVICES WHICH ALLOWS THE SYSTEM TO OPERATE MORE EFFICIENTLY, REACT MORE QUICKLY AND PERFORM IN AN INTEGRATED MANNER.

    Expenses $61,859,341 · Revenue $61,859,341

As filed on the 2022 return.

Listed in Part VII

  • DARLENE M RODOWICZ

    PRESIDENT-CEO TERM BEGAN 1-1-22

    Total calculated
    $879,006
    From this org
    $846,435
    From related orgs
    $0
    Other
    $32,571
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

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

  • RICHARD ALCOMBRIGHT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ALFRED A BARBALUNGA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ALEC R BELMAN MD

    TRUSTEE

    Total calculated
    $450,463
    From this org
    $0
    From related orgs
    $387,027
    Other
    $63,436
    Hours/week
    1 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $366,173 related
    Bonus
    $0 + $18,279 related
    Other
    $0 + $2,575 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $49,711 related
    Filer's total
    $0 + $450,463 related

  • JOHN L BISSELL

    TRUSTEE/VICE CHAIR-BOARD

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • BRONLY S BOYD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ALBERT BRAVO DPM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • TIMOTHY BURKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ROBERT CELLA JR MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • EDITH DOBELLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DAVID HALL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • LETICIA SE HAYNES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • EDMUND HORNSTEIN MD

    TRUSTEE

    Total calculated
    $158,998
    From this org
    $0
    From related orgs
    $158,998
    Other
    $0
    Hours/week
    1 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $158,998 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $158,998 related

  • JOHN A LOIODICE MD

    TRUSTEE

    Total calculated
    $271,345
    From this org
    $0
    From related orgs
    $240,151
    Other
    $31,194
    Hours/week
    1 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $234,397 related
    Bonus
    $0
    Other
    $0 + $5,754 related
    Deferred
    $0 + $5,993 related
    Nontaxable benefits
    $0 + $25,201 related
    Filer's total
    $0 + $271,345 related

  • SUSAN KORMANIK- TERM BEGAN 123

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • KATHLEEN M MCCORMICK TERM 123

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DAVID MORESI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • LAURIE NORTIN MOFFATT TRM 123

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • BARTON D RASER

    TRUSTEE CHAIR-BOARD

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • FREDERICK PUDDESTER TERM 123

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • CAROLE G SIEGEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ERWIN A STUEBNER JR MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ANNAKATINA CORDON SUFFISH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JULIANNE BOYD

    TRUSTEE-TERM ENDED 9/22

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JAMES KOLESAR

    TRUSTEE TERM END 12/22

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • THOMAS O ANDREWS

    TRUSTEE TERM END 12/22

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SCOTT ST GEORGE

    TREASURER-CFO

    Total calculated
    $557,895
    From this org
    $532,842
    From related orgs
    $0
    Other
    $25,053
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

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

  • CHERYL BOUDREAU

    CLERK

    Total calculated
    $145,927
    From this org
    $126,916
    From related orgs
    $0
    Other
    $19,011
    Hours/week
    9.5 + 30.5 related

  • WILLIAM YOUNG

    CHIEF INFORMATION OFFICER

    Total calculated
    $455,796
    From this org
    $400,247
    From related orgs
    $0
    Other
    $55,549
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $326,573
    Bonus
    $23,321
    Other
    $50,353
    Deferred
    $13,063
    Nontaxable benefits
    $42,486
    Filer's total
    $455,796

  • PATRICK BOREK

    VP HUMAN RESOURCES

    Total calculated
    $403,649
    From this org
    $347,738
    From related orgs
    $0
    Other
    $55,911
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $273,388
    Bonus
    $19,511
    Other
    $54,839
    Deferred
    $13,203
    Nontaxable benefits
    $42,708
    Filer's total
    $403,649

  • JARED BARNES

    VP & GENERAL COUNSEL

    Total calculated
    $130,231
    From this org
    $126,651
    From related orgs
    $0
    Other
    $3,580
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $76,566
    Bonus
    $40,000
    Other
    $10,085
    Deferred
    $0
    Nontaxable benefits
    $3,580
    Filer's total
    $130,231

  • JAMES LEDERER JR

    CHIEF MEDICAL OFFICER

    Total calculated
    $599,760
    From this org
    $548,937
    From related orgs
    $0
    Other
    $50,823
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $455,821
    Bonus
    $31,836
    Other
    $61,280
    Deferred
    $11,689
    Nontaxable benefits
    $39,134
    Filer's total
    $599,760

  • ANTHONY RINALDI

    VP OF FAIRVIEW

    Total calculated
    $419,423
    From this org
    $364,541
    From related orgs
    $0
    Other
    $54,882
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $269,639
    Bonus
    $19,626
    Other
    $75,276
    Deferred
    $11,964
    Nontaxable benefits
    $42,918
    Filer's total
    $419,423

  • CHRISTOPHER CAMILLO

    VP PHYSICIAN SERVICES

    Total calculated
    $348,510
    From this org
    $302,951
    From related orgs
    $0
    Other
    $45,559
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $261,316
    Bonus
    $17,860
    Other
    $23,775
    Deferred
    $12,676
    Nontaxable benefits
    $32,883
    Filer's total
    $348,510

  • DEBORAH DELANEY

    VP FINANCE

    Total calculated
    $341,077
    From this org
    $298,102
    From related orgs
    $0
    Other
    $42,975
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $228,499
    Bonus
    $0
    Other
    $69,603
    Deferred
    $10,727
    Nontaxable benefits
    $32,248
    Filer's total
    $341,077

  • LAURIE LAMARRE

    VP OF REV CYCLE

    Total calculated
    $307,332
    From this org
    $270,754
    From related orgs
    $0
    Other
    $36,578
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $243,125
    Bonus
    $0
    Other
    $27,629
    Deferred
    $10,599
    Nontaxable benefits
    $25,979
    Filer's total
    $307,332

  • JOHN F ROGERS

    FORMER VP OF GENERAL COUNSEL

    Total calculated
    $425,645
    From this org
    $389,839
    From related orgs
    $0
    Other
    $35,806
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $335,990
    Bonus
    $0
    Other
    $53,849
    Deferred
    $13,045
    Nontaxable benefits
    $22,761
    Filer's total
    $425,645

  • DAVID E PHELPS

    PRESIDENT-CEO-TERM ENDED 1-1-22

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

    Schedule J breakdown matched by us

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

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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)

FORM 990, PART VIII AND SCHEDULE J, PART II
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 COMPANSATED FOR THEIR ROLES AS PHYSICIANS. COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES IS REVIEWED AND ESTABLISHED AT LEAST BIANNAUALLY 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 BENCHMARKS 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
202422279349302472

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