SOUTHCOAST HEALTH SYSTEM INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: SOUTHCOAST HEALTH SYSTEM INC (EIN 04-2794625)
Tax period: 2022-10-01 to 2023-09-30
Filed: 2024-08-15
IRS object ID: 202402289349302620
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule F
Schedule H
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-08-15T15:29:52-05:00	ReturnTs
Tax Period End	2023-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PWC US TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	101 SEAPORT BLVD SUITE 500	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02210	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042794625	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHCOAST HEALTH SYSTEM INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% DAVID MCCREADY	InCareOfNm
Business Name Control	SOUT	BusinessNameControlTxt
Phone	5089732905	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O ACCOUNTING DEPT 101 PAGE ST	AddressLine1Txt
City	NEW BEDFORD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02740	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID MCCREADY	PersonNm
Person Title	PRESIDENT AND CEO	PersonTitleTxt
Phone	5089737013	PhoneNum
Signature	2024-08-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PAUL J TANIS	PreparerPersonNm
PTIN	P01441612	PTIN
Phone	6175305000	PhoneNum
Preparation	2024-08-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2024-08-08 14:25:15Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DAVID MCCREADY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O ACCTING DEPT 101 PAGE ST	AddressLine1Txt
City	NEW BEDFORD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02740	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$44,633,982	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SOUTHCOAST.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1986	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	THE MISSION OF SOUTHCOAST HEALTH SYSTEM (SHS) IS TO CARE FOR AND IMPROVE THE HEALTH AND PROMOTE THE WELLNESS OF THE INDIVIDUALS IN THE SHS COMMUNITIES. (SEE SCHEDULE O)	ActivityOrMissionDesc
Voting Members Governing Body	16	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	13	TotalVolunteersCnt
Total Gross UBI	$687,742	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$331,266	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$95,950	PYContributionsGrantsAmt
CY Contributions Grants	$614,700	CYContributionsGrantsAmt
PY Program Service Revenue	$32,151,672	PYProgramServiceRevenueAmt
CY Program Service Revenue	$26,905,541	CYProgramServiceRevenueAmt
PY Investment Income	$13,867,403	PYInvestmentIncomeAmt
CY Investment Income	$4,905,086	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$5,531	CYOtherRevenueAmt
PY Total Revenue	$46,115,025	PYTotalRevenueAmt
CY Total Revenue	$32,430,858	CYTotalRevenueAmt
PY Grants And Similar Paid	$100	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$18,361,144	PYOtherExpensesAmt
CY Other Expenses	$15,820,321	CYOtherExpensesAmt
PY Total Expenses	$18,361,244	PYTotalExpensesAmt
CY Total Expenses	$15,820,321	CYTotalExpensesAmt
PY Revenues Less Expenses	$27,753,781	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$16,610,537	CYRevenuesLessExpensesAmt
Total Assets BOY	$221,044,071	TotalAssetsBOYAmt
Total Assets EOY	$259,188,481	TotalAssetsEOYAmt
Total Liabilities BOY	$15,086,369	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$31,710,239	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$205,957,702	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$227,478,242	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE MISSION OF SOUTHCOAST HEALTH SYSTEM (SHS) IS TO CARE FOR AND IMPROVE THE HEALTH AND PROMOTE THE WELLNESS OF THE INDIVIDUALS IN THE SHS COMMUNITIES. (SEE SCHEDULE O)	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$9,974,311	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$15,200,856	RevenueAmt
Desc	SOUTHCOAST HEALTH NETWORK - SOUTHCOAST HEALTH SYSTEM, THROUGH ITS INTEREST IN SOUTHCOAST HEALTH NETWORK (SHN), AIMS TO PROVIDE NETWORK MANAGEMENT AND SUPPORT SERVICES TO PHYSICIANS AND OTHER MEDICAL PROFESSIONALS ASSOCIATED WITH THE SYSTEM.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$2,743,015	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$5,645,687	RevenueAmt
Desc	SOUTHCOAST ACCOUNTABLE CARE ORGANIZATION - SOUTHCOAST HEALTH SYSTEM, THROUGH ITS INTEREST IN SOUTHCOAST ACCOUNTABLE CARE ORGANIZATION, AIMS TO EXPAND THE DELIVERY OF HEALTHCARE SERVICES WITH A VARIETY OF PUBLIC AND PRIVATE PAYERS AND TO SUPPORT THE REDUCING OF COSTS OF CARE WHILE IMPROVING QUALITY AND PATIENT EXPERIENCE.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$0	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$6,058,998	RevenueAmt
Desc	SOUTHCOAST BEHAVIORAL HEALTH - SOUTHCOAST HEALTH SYSTEM, THROUGH ITS INTEREST IN SOUTHCOAST BEHAVIORAL HEALTH (SBH), AIMS TO ADDRESS AN URGENT HEALTHCARE NEED OF THE COMMUNITY IT SERVES BY PROVIDING HIGH QUALITY MEDICAL CARE FOR COMMUNITY MEMBERS FACING BEHAVIORAL HEALTH ISSUES.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$12,717,326	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	Yes (true)	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	Yes (true)	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	33	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	CJ	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	16	GoverningBodyVotingMembersCnt
Independent Voting Member	13	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	DAVID MCCREADY	PersonNm
Phone	5089737013	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	101 PAGE STREET	AddressLine1Txt
City	NEW BEDFORD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02740	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
KEITH HOVAN
FORMER PRESIDENT & CEO	0.0	0.0	Yes (X)	$0	$4,459,953	$40,207
RAYFORD S KRUGER MD
PRESIDENT & CEO	8.5	66.5		$0	$1,752,849	$239,631	Yes (X)	Yes (X)
RENEE CLARK
ASSISTANT CLERK/ EVP/ COO	2.5	72.5		$0	$1,020,008	$152,359		Yes (X)
WADE BROUGHMAN
TREASURER/ EVP FIN/ CFO	5.5	69.5		$0	$1,027,327	$36,160		Yes (X)
JEFFREY LAWRENCE MD
SVP, CTIO, PHYS IN CHIEF PC	24.0	38.5		$0	$726,719	$100,912			Yes (X)
ILANA FEINERMAN MD
TRUSTEE	1.5	44.5		$0	$666,673	$39,194	Yes (X)
ANA LAUS
TRUSTEE (UNTIL 12/22)	1.5	44.5		$0	$446,403	$18,359	Yes (X)
CHRISTINE M CERNAK
ED-INTEGRATED CARE MGMT	40.0	0.0		$0	$253,460	$17,251				Yes (X)
LAUREN MELBY
VP POPULATION HEALTH	60.0	0.0		$0	$206,726	$20,605			Yes (X)
KENNETH EUGENIO
MANAGER OF OPERATIONS SHN	40.0	0.0		$0	$163,219	$31,644				Yes (X)
DAWN DAVIDIAN
RN MEDICAL CARE MGT SHN	40.0	0.0		$0	$157,984	$16,416				Yes (X)
LINDA CLARK
PHARMACIST-CLINICAL SPEC AMB	40.0	0.0		$0	$148,149	$9,413				Yes (X)
CELESTE DUBOIS
PHARMACIST CLINICAL SPEC AMB	40.0	0.0		$0	$146,579	$9,281				Yes (X)
ROBERT RONAN MD
TRUSTEE (AS OF 1/23)	1.5	6.5		$0	$27,900	$0	Yes (X)
SALMAN BASHIR MD
TRUSTEE	1.5	6.0		$0	$5,138	$0	Yes (X)
JAY S SCHACHNE MD
TRUSTEE	1.5	4.5		$0	$0	$0	Yes (X)
JASON RUA
TRUSTEE	1.5	8.0		$0	$0	$0	Yes (X)
LOUIS CABRAL
CHAIR(UNTIL 12/22), TTEE(1/23)	1.5	7.0		$0	$0	$0	Yes (X)	Yes (X)
JAMES JEROME COOGAN
CLERK	2.5	7.5		$0	$0	$0	Yes (X)	Yes (X)
W HUGH M MORTON
TRUSTEE	1.5	4.5		$0	$0	$0	Yes (X)
DENNIS J FUSCO
TRUSTEE	1.5	6.0		$0	$0	$0	Yes (X)
DONALD G GIUMETTI
CHAIR (AS OF 1/23)	2.5	10.0		$0	$0	$0	Yes (X)	Yes (X)
ELIZABETH HUIDEKOPER
TRUSTEE	1.5	6.0		$0	$0	$0	Yes (X)
CHRISTOPHER HODGSON
TRUSTEE	1.5	6.0		$0	$0	$0	Yes (X)
HELENA DASILVA HUGHES
TRUSTEE	1.5	4.5		$0	$0	$0	Yes (X)
JONATHAN L ROUNDS
TRUSTEE	1.5	4.5		$0	$0	$0	Yes (X)
HEIDI A KOSTIN
TRUSTEE (UNTIL 4/23)	1.5	4.5		$0	$0	$0	Yes (X)
CARMEN F SYLVESTER
VICE CHAIR (AS OF 1/23)	2.5	9.0		$0	$0	$0	Yes (X)	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$11,209,087	TotReportableCompRltdOrgAmt
Total Other Compensation	$731,432	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
PREMIER HEALTHCARE SOLUTIONS
5882 COLLECTIONS CENTER DRIVE	CHICAGO	IL	60693	CONSULTING SERVICES	$180,784
COMMUNITY SERVINGS INC
179 AMORY STREET	JAMAICA PLAIN	MA	02130	MEDICAL MEAL DELIVER	$733,576
MERCER
99 HIGH STREET	BOSTON	MA	02110	INVESTMENT MGMT	$151,133

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt
Government Grants	$53,216	GovernmentGrantsAmt
All Other Contributions	$561,484	AllOtherContributionsAmt
Total Contributions	$614,700	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
INTEREST IN SOUTHCOAST HEALTH NETWORK	561000	$15,200,856	$15,200,856
INTEREST IN SOUTHCOAST BEHAVIORAL HEALTH	621300	$6,058,998	$6,058,998
INTEREST IN SOUTHCOAST ACCOUNTABLE CARE ORGANIZATI	561000	$5,645,687	$5,645,687

Field	Value	IRS element (for citing)
Total Program Service Revenue	$26,905,541	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,193,813	TotalRevenueColumnAmt
Unrelated Business Revenue	$687,742	UnrelatedBusinessRevenueAmt
Exclusion	$5,506,071	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$10,914,397	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$12,203,124	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$1,288,727	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$1,288,727	TotalRevenueColumnAmt
Exclusion	-$1,288,727	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	FEDERAL TAXES	Desc
Business	900099	BusinessCd
Total Revenue Column	$5,531	TotalRevenueColumnAmt
Exclusion	$5,531	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$5,531	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$32,430,858	TotalRevenueColumnAmt
Related Or Exempt Func Income	$26,905,541	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$687,742	UnrelatedBusinessRevenueAmt
Exclusion	$4,222,875	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$131,903	TotalAmt
Management And General	$131,903	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$8,994,668	TotalAmt
Program Services	$8,821,914	ProgramServicesAmt
Management And General	$172,754	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$95,843	TotalAmt
Program Services	$35,640	ProgramServicesAmt
Management And General	$60,203	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$295,653	TotalAmt
Program Services	$293,267	ProgramServicesAmt
Management And General	$2,386	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$369,494	TotalAmt
Management And General	$369,494	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$18,580	TotalAmt
Program Services	$14,637	ProgramServicesAmt
Management And General	$3,943	ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$5,350	TotalAmt
Program Services	$3,500	ProgramServicesAmt
Management And General	$1,850	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$121,329	TotalAmt
Program Services	$94,702	ProgramServicesAmt
Management And General	$26,627	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
INTERCOMPANY CONTRACTED	$5,618,910	$3,339,511	$2,279,399	$0
DUES AND SUBSCRIPTIONS	$63,856	$63,856	$0	$0
MISCELLANEOUS FEES	$38,648	$23,564	$15,084	$0
TAXES	$21,904	$21,904	$0	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$44,183	TotalAmt
Program Services	$4,831	ProgramServicesAmt
Management And General	$39,352	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$15,820,321	TotalAmt
Program Services	$12,717,326	ProgramServicesAmt
Management And General	$3,102,995	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$31,197,106	BOYAmt
EOY	$46,625,007	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$6,782,575	BOYAmt
EOY	$5,049,057	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$179,674	BOYAmt
EOY	$194,671	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,102,720	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$983,269	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$227,236	BOYAmt
EOY	$119,451	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$120,457,390	BOYAmt
EOY	$136,003,103	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$12,691,761	BOYAmt
EOY	$12,330,783	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$21,375,163	BOYAmt
EOY	$24,794,081	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$28,133,166	BOYAmt
EOY	$34,072,328	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$221,044,071	BOYAmt
EOY	$259,188,481	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$5,271,748	BOYAmt
EOY	$5,761,242	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$9,814,621	BOYAmt
EOY	$25,948,997	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$15,086,369	BOYAmt
EOY	$31,710,239	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$205,957,702	BOYAmt
EOY	$227,478,242	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$205,957,702	BOYAmt
EOY	$227,478,242	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$221,044,071	BOYAmt
EOY	$259,188,481	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$16,610,537	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$12,652,994	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$7,742,991	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Func Int	Yes (X)	SupportingOrgType3FuncIntInd
Supported Organizations	3	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (3 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
SOUTHCOAST HOSPITALS GROUP INC
222592333	3	Yes (true)	$0	$0
SOUTHCOAST PHYSICIANS GROUP INC
222703314	10	false	$73,446,813	$0
SOUTHCOAST VISITING NURSE ASSOCIATION INC
042105745	10	false	$0	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	3	SupportedOrganizationsTotalCnt
Support Sum	$73,446,813	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	false	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	false	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	false	SupportedOrgSectionC456Ind
Supported Org Not Organized US	false	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	false	OrganizationChangeSuprtOrgInd
Support Non Supported Org	false	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	false	ExcessBusinessHoldingsRulesInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	Yes (true)	TimelyProvidedDocumentsInd
Officers Close Relationship	Yes (true)	OfficersCloseRelationshipInd
Supported Org Voice Investment	Yes (true)	SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

Field	Value	IRS element (for citing)
Parent Supported Org	Yes (X)	ParentSupportedOrgInd
Appoint Elect Majority Officer	Yes (true)	AppointElectMajorityOfficerInd
Exercise Direction Policies	Yes (true)	ExerciseDirectionPoliciesInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 1

SOUTHCOAST HEALTH SYSTEM WAS ESTABLISHED IN 1986 TO BE THE PARENT ORGANIZATION OF A HEALTHCARE SYSTEM WHICH INCLUDES ITS SUPPORTED ORGANIZATIONS SOUTHCOAST HOSPITALS GROUP INC., SOUTHCOAST PHYSICIANS GROUP INC., AND SOUTHCOAST VISITING NURSE ASSOCIATION, INC. SOUTHCOAST HEALTH SYSTEMS' GOVERNING DOCUMENT STATES THAT IT SHALL OPERATE EXCLUSIVELY FOR THE BENEFIT OF SOUTHCOAST HOSPITALS GROUP, INC. AND ITS AFFILIATED ORGANIZATIONS, INCLUDING MEDICAL CENTERS, HEALTH CARE CENTERS, NURSING CENTERS, LABORATORIES, CLINICS, AND OTHER MEDICAL SURGICAL OR DENTAL FACILITIES, AND HOME HEALTH AGENCIES, IN THE CONDUCT OF THEIR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC FUNCTIONS.

FORM 990, SCHEDULE A, PART IV, SECTION D, LN 3 AND SECTION E LNS 3A AND 3B

SOUTHCOAST HEALTH SYSTEM IS THE PARENT OF A HEALTHCARE SYSTEM WHICH INCLUDES ITS SUPPORTED ORGANIZATIONS, SOUTHCOAST HOSPITALS GROUP INC., SOUTHCOAST PHYSICIANS GROUP INC., AND SOUTHCOAST VISITING NURSE ASSOCIATION, INC. SOUTHCOAST HEALTH SYSTEM ENGAGES IN THE OVERALL COORDINATION AND SUPERVISION OF EACH SUPPORTED ORGANIZATION. SOUTHCOAST HEALTH SYSTEM IS THE SOLE MEMBER OF EACH OF ITS SUPPORTED ORGANIZATIONS. UNDER THE BYLAWS OF EACH OF THE SUPPORTED ORGANIZATIONS, SOUTHCOAST HEALTH SYSTEM APPOINTS THE MEMBERS OF THE GOVERNING BOARD OF EACH SUPPORTED ORGANIZATION. UNDER THE BYLAWS OF EACH OF THE SUPPORTED ORGANIZATIONS CERTAIN DECISIONS AND POWERS ARE RESERVED EXCLUSIVELY TO SOUTHCOAST HEALTH SYSTEM AS THE SOLE MEMBER, INCLUDING A) AMENDMENT OF THE ARTICLES OF ORGANIZATION OF THE CORPORATION; B) AMENDMENT OF THESE BYLAWS; C) ELECTION OR REMOVAL OF A TRUSTEE; D) APPROVAL OF POLICIES RELATING TO THE CONTROL AND SUPERVISION OF THE INVESTMENT OF THE CORPORATION'S FUNDS, INCLUDING, BUT NOT LIMITED TO, THOSE FUNDS AND PROPERTIES WHICH MAY HAVE BEEN DONATED, BEQUEATHED OR DEVISED, OR GIVEN IN TRUST FOR THE LIMITED OR GENERAL USE OF THE CORPORATION; E) APPROVAL OF THE ADOPTION OF OR AMENDMENT TO ANY QUALIFIED BENEFIT PLAN (UNLESS THE TERMS OF THE PLAN REQUIRE APPROVAL OF THE BOARD OF TRUSTEES, IN WHICH CASE THE MEMBER SHALL ALSO APPROVE SUCH ACTION); F) APPROVAL OF THE ADOPTION OF OR AMENDMENT TO ANY NON-QUALIFIED BENEFIT PLAN; G) APPROVAL OF SYSTEM-WIDE QUALITY, PERFORMANCE AND CREDENTIALING STANDARDS AND PROCEDURES TO WHICH THE CORPORATION IS EXPECTED TO ADHERE; H) APPROVAL OF THE ACQUISITION OF ANOTHER ORGANIZATION THROUGH MERGER, CONSOLIDATION OR ACQUISITION; I) APPROVAL OF POLICIES AND PRACTICES RELATING TO REGULATORY COMPLIANCE AND METHODOLOGY FOR PHYSICIAN COMPENSATION ARRANGEMENTS AND APPROVAL OF ANY PARTICULAR ARRANGEMENT THAT MAY BE AN EXCEPTION TO SUCH POLICIES OR PRACTICES; J) ELECTION OR REMOVAL OF AN OFFICER OF THE CORPORATION; K) APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGET OF THE CORPORATION; L) APPROVAL OF THE MERGER, CONSOLIDATION, SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY OR ASSETS OF THE CORPORATION; M) APPROVAL OF THE CREATION OF ANY CORPORATION OF WHICH THE CORPORATION IS THE SOLE OR CONTROLLING MEMBER OR SOLE OR CONTROLLING SHAREHOLDER; THE MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION; AND THE REORGANIZATION, LIQUIDATION OR DISSOLUTION OF THE CORPORATION; N) APPROVAL OF LOANS BY THE CORPORATION, OR THE INCURRING OF ANY INDEBTEDNESS; O) APPROVAL OF UNBUDGETED EXPENDITURES OR ANY INCREASE IN ANY APPROVED ANNUAL OPERATING OR CAPITAL BUDGET, IN ACCORDANCE WITH THE CORPORATION'S SIGNATURE AUTHORITY POLICY IN EFFECT FROM TIME TO TIME; P) APPROVAL OF THE AFFILIATION OF THE CORPORATION WITH ANY OTHER ENTITY FOR THE PURPOSES OF THE JOINT CONDUCT OF BUSINESS OR OTHER PURPOSES, WHETHER IN THE FORM OF PARTICIPATION IN SAID ENTITY THROUGH THE HOLDING OF STOCK OR BY MEMBERSHIP OR IN THE FORM OF PARTNERSHIP, JOINT VENTURE, CO-TENANCY OR ANY OTHER FORM OF OWNERSHIP OR CONTROL; Q) APPROVAL OF ANY SALE, LEASE, EXCHANGE MORTGAGE OR OTHER DISPOSITION OR ACQUISITION OF REAL PROPERTY ON ANY REAL PROPERTY ASSETS OF THE CORPORATION; R) APPROVAL OF ADOPTION OR REVISIONS TO THE STRATEGIC PLAN; S) APPROVAL OF ANY COMMENCEMENT, CESSATION, LOCATION, RELOCATION OR CONSOLIDATION OF SIGNIFICANT CLINICAL SERVICES PROVIDED BY THE CORPORATION; T) APPROVAL OF A CHANGE IN TAX STATUS; U) APPROVAL OF FORMATION OR DISSOLUTION OF ANY CORPORATION SUBSIDIARY.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp
Land		LandGrp
Buildings		BuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$158,006	OtherCostOrOtherBasisAmt
Depreciation	$150,433	DepreciationAmt
Book Value	$7,573	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$944,714	OtherCostOrOtherBasisAmt
Depreciation	$832,836	DepreciationAmt
Book Value	$111,878	BookValueAmt

Field	Value	IRS element (for citing)
Other Land Buildings		OtherLandBuildingsGrp
Total Book Value Land Buildings	$119,451	TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
INVESTMENT IN CPAC	$407,999	C
INVESTMENT IN JOINT VENTURE	$20,593,942	C
INVESTMENT IN HMI	$3,512,548	C
INVESTMENT IN PREMIER	$279,592	C

Field	Value	IRS element (for citing)
Total Book Value Program Rltd	$24,794,081	TotalBookValueProgramRltdAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
DUE FROM AFFILIATES	$27,489,842
OTHER RECEIVABLES	$6,007,491
RIGHT OF USE ASSETS OPERATING	$574,995

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$34,072,328	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DUE TO AFFILIATES	$25,349,522
LEASE LIABILITY OPERATING	$599,475

Field	Value	IRS element (for citing)
Total Liability	$25,948,997	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2	FormAndLineReferenceDesc
Explanation	SHS ADOPTED FIN48 IN FISCAL YEAR 2008. THERE IS NO FOOTNOTE DISCLOSURE IN ITS FISCAL SEPTEMBER 30, 2023 CONSOLIDATED AUDITED FINANCIAL STATEMENTS SINCE THE ADOPTION OF FIN 48 WAS NOT MATERIAL.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	1	Program Services	CAPTIVE INSURANCE	$9,142,888
Central America and the Caribbean	0	Investments		$407,999
North America	0	Investments		$60,000

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	1	SubtotalEmployeesCnt
Total Office	0	TotalOfficeCnt
Total Employee	1	TotalEmployeeCnt
Subtotal Spent	$9,610,887	SubtotalSpentAmt
Total Spent	$9,610,887	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I	FormAndLineReferenceDesc
Explanation	EXPENDITURES PER REGION ARE REPORTED ON AN ACCRUAL BASIS, WHICH IS THE METHOD USED TO ACCOUNT FOR THEM IN THE ORGANIZATION'S BOOKS AND RECORDS.	ExplanationTxt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd
Percent200	Yes (X)	Percent200Ind
FPG Reference Discounted Care	Yes (true)	FPGReferenceDiscountedCareInd
Percent350	Yes (X)	Percent350Ind
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (true)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	false	ExpensesExceedBudgetInd
Annual Community Bnft Report	Yes (true)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (true)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$38,156	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$38,156	NetCommunityBenefitExpnsAmt
Total Expense	0.00240	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$4,935,094	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$4,935,094	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$4,973,250	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$4,935,094	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$38,156	NetCommunityBenefitExpnsAmt
Total Expense	0.00240	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$4,973,250	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$4,935,094	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$38,156	NetCommunityBenefitExpnsAmt
Total Expense	0.00240	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense	$268,000	BadDebtExpenseAmt
Bad Debt Expense Attributable	$38,867	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$6,740,542	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$6,851,305	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$110,763	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NORTHEAST BEHAVIORAL HEALTH LLC DBA	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	SOUTHCOAST BEHAVIORAL HEALTH 581 Fa	AddressLine1Txt
City	Corner Road Dartmouth	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02747	ZIPCd

Field	Value	IRS element (for citing)
Website Address	http://www.southcoastbehavioral.com/	WebsiteAddressTxt
State License	1055	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
Other	PSYCHIATRIC HOSPITAL	OtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHCOAST BEHAVIORAL HEALTH (SBH)	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	21	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (true)	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	Yes (true)	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	SEE SECTION C	OwnWebsiteURLTxt
Other Website	Yes (X)	OtherWebsiteInd
Other Website URL	SEE SECTION C	OtherWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Rpt Available Thru Other Method	Yes (X)	RptAvailableThruOtherMethodInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	22	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	SEE SECTION C	StrategyWebsiteURLTxt
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	200.	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	350.	FPGFamilyIncmLmtDscntCarePct
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Other Criteria	Yes (X)	OtherCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	SEE SECTION C	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	SEE SECTION C	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	SEE SECTION C	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Translated	Yes (X)	FAPTranslatedInd
Other Publicity	Yes (X)	OtherPublicityInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
Provided Written Notice	Yes (X)	ProvidedWrittenNoticeInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Look Back Medicare Private	Yes (X)	LookBackMedicarePrivateInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (14 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, SECTION B, LINE 3	IN MARCH 2015, SOUTHCOAST HEALTH SYSTEM ACQUIRED A 25% INTEREST IN NORTHEAST BEHAVIORAL, LLC, THAT OWNS A 120-BED PSYCHIATRIC HOSPITAL IN DARTMOUTH, MA, DOING BUSINESS AS SOUTHCOAST BEHAVIORAL HEALTH (SBH). SBH IS PART OF AN AFFILIATED HEALTH SYSTEM, SOUTHCOAST HEALTH SYSTEM, WHICH INCLUDES SOUTHCOAST HOSPITAL GROUP(SHG). SHG HAS A JOINT CHNA WITH SBH THAT IDENTIFIES COMMUNITY HEALTH NEEDS, INCLUDING BEHAVIORAL HEALTH NEEDS. SOUTHCOAST HEALTH SYSTEM COMMUNITY BENEFITS PROGRAM COORDINATES ACTIVITIES ACROSS ITS VARIOUS AFFILIATES. THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA.
PART V, SECTION B, LINE 5	SBH'S CHNA IS CONDUCTED WITH AFFILIATE SOUTHCOAST HOSPITALS GROUP (SHG). IN SEPTEMBER 2022 SOUTHCOAST COMPLETED THE THREE-YEAR COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WITH A PARTICULAR FOCUS ON ADDRESSING HEALTH EQUITY ISSUES IN AND AROUND THE COMMUNITIES THAT WE SERVE. THE CHNA DOCUMENTS THE MAJOR DEMOGRAPHIC, SOCIOECONOMIC, AND HEALTH TRENDS AMONG SOUTH COAST RESIDENTS, WITH THE GOAL OF THE ASSESSMENT TO INFORM DATA-DRIVEN OBJECTIVES AND STRATEGIES THAT CAN BE USED TO IMPROVE THE OVERALL HEALTH OF SOUTH COAST RESIDENTS. OUR NEEDS ASSESSMENT WAS CONDUCTED IN COLLABORATION WITH SPRINGLINE RESEARCH GROUP, WHO COMPLETED A RETROSPECTIVE ANALYSIS OF LOCAL, REGIONAL AND NATIONAL HEALTH AND DEMOGRAPHIC DATA. THE ANALYSIS IS ENHANCED BY QUALITATIVE DATA GATHERED THROUGH STAKEHOLDER INTERVIEWS AND SURVEYS OF COMMUNITY MEMBERS AND SERVICE PROVIDERS. (E-I) THE PRIMARY GOAL OF THE CHNA IS TO PRIORITIZE THE REGION'S HEALTH ISSUES USING A HOLISTIC APPROACH THAT EXAMINES HEALTH DATA, LEVERAGES THE EXPERTISE OF KEY INFORMANTS, AND INCORPORATES COMMUNITY VIEWS. 23 KEY INFORMANT INTERVIEWS WERE HELD TO RECEIVE INPUT FROM INDIVIDUALS WHO REPRESENT THE BROAD INTEREST OF THE COMMUNITY WE SERVE. COMMUNITY MEMBER WHO SERVES ON PFAC/CBAC BROWN UNIVERSITY FATHER BILL'S AND MAINSPRING UNITED WAY OF GREATER NEW BEDFORD COMMUNITY ECONOMIC DEVELOPMENT CENTER (CECD) INTERCHURCH COUNCIL OF GREATER NEW BEDFORD (ICC) GREATER NEW BEDFORD COMMUNITY HEALTH CENTER UNITED NEIGHBORS OF FALL RIVER SER JOBS FOR PROGRESS VETERANS TRANSITION HOUSE MARION INSTITUTE PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) FALL RIVER HEALTH DEPARTMENT STEPPINGSTONE IMMIGRANTS ASSISTANCE CENTER (IAC) NEW BEDFORD POLICE DEPARTMENT SOUTHCOAST HEALTH SOUTHCOAST BEHAVIORAL HEALTH PEOPLE INCORPORATED GREATER FALL RIVER FOOD PANTRY FALL RIVER HOUSING AUTHORITY IN ADDITION TO KEY INFORMANT INTERVIEWS, A COMMUNITY SURVEY WAS CONDUCTED IN COOPERATION WITH THE FALL RIVER AND NEW BEDFORD HEALTH DEPARTMENTS TO DETERMINE THE TOP HEALTH ISSUES AND OBSTACLES AMONG COMMUNITY MEMBERS. A TOTAL OF 1,255 SURVEYS WERE COMPLETED, WITH THE MAJORITY BEING COMPLETED BY NEW BEDFORD RESIDENTS. OVER TWO THIRDS OF RESPONDENTS (66.8%) WERE HISPANIC AND 68.9% WERE WOMEN. THE AGE COHORTS WERE RELATIVELY BALANCED. MOST RESPONDENTS WERE IN THE LOWER MEDIAN INCOME BRACKET, WITH 63.8% HAVING A MEDIAN HOUSEHOLD INCOME BELOW $25,000. NEARLY TWENTY-NINE PERCENT (28.9%) REPORT THAT THEY PRIMARILY SPEAK A LANGUAGE OTHER THAN ENGLISH; 80.1% OF THESE RESPONDENTS SPEAK SPANISH. AN ONLINE HEALTH AND SOCIAL SERVICE PROVIDER (HSSP) SURVEY WAS CONDUCTED IN CONJUNCTION WITH THE NEW BEDFORD HEALTH DEPARTMENT AND THE FALL RIVER HEALTH DEPARTMENT TO FURTHER IDENTIFY AND UNDERSTAND THE REGION'S PRIMARY HEALTH ISSUES AND CHALLENGES. A TOTAL OF 200 SURVEYS WERE COMPLETED. THE MAJORITY OF RESPONDENTS WERE EITHER REPRESENTATIVES OF A NON-PROFIT/SOCIAL SERVICE AGENCY (47%) OR A HEALTH CARE PROVIDER (25%) THESE ORGANIZATIONS SERVE A WIDE RANGE OF COMMUNITIES.
PART V, SECTION B, LINE 6A	THE CHNA FOR SBH WAS CONDUCTED JOINTLY WITH AFFILIATE SOUTHCOAST HOSPITALS GROUP, INC WHO OPERATES THREE HOSPITAL FACILITIES, ST LUKE'S HOSPITAL IN NEW BEDFORD, MA, CHARLTON MEMORIAL HOSPITAL IN FALL RIVER, MA, AND TOBEY HOSPITAL IN WAREHAM, MA.
PART V, SECTION B, LINE 6B	AFFILIATE SOUTHCOAST HOSPITALS GROUP, INC. COLLABORATES WITH SPRINGLINE RESEARCH GROUP IN PREPARING THE CHNA.
PART V, SECTION B, LINE 7A	HTTPS://WWW.SOUTHCOASTBEHAVIORAL.COM/ABOUT/COMMUNITY-HEALTH-NEEDS-ASSESSME NT
PART V, SECTION B, LINE 7B	HTTPS://WWW.SOUTHCOAST.ORG/COMMUNITY-BENEFITS/COMMUNITY-BENEFITS-REPORTING /
PART V, SECTION B, LINE 7D	OUR NEEDS ASSESSMENT IS WIDELY SHARED WITH COMMUNITY PARTNERS AND IS OFTEN USED IN GRANT WRITING AND COLLABORATIVE STRATEGIC PLANNING. IN FY23, OUR NEEDS ASSESSMENT DATA WAS SHARED WITH AND UTILIZED BY: Boys and Girls Club of Greater New Bedford, Coastline Elderly, Greater New Bedford Allies for Health and Wellness (CHNA 26), Greater New Bedford Community Health Center, Immigrants Assistance Center (IAC), Inter Church Council (ICC), Junior Achievement of SE MA, New Bedford Health Department - Communities of Practice new Bedford Healthy Partnership, Partners for a Healthier Community (CHNA 25), Southeastern Regional Transit Authority (SRTA), Veterans Transition House, United Way of Greater New Bedford, and YMCA Southcoast.
PART V, SECTION B, LINE 10A	HTTPS://WWW.SOUTHCOASTBEHAVIORAL.COM/ABOUT/COMMUNITY-HEALTH-NEEDS-ASSESSME NT
PART V, SECTION B, LINE 11	Community Benefits Plan Southcoast's Community Benefits Strategic Action Plan was first formulated in 1998 as the result of an extensive needs assessment and since is updated annually. The 2022 CHNA will serve as the blueprint for the next three annual Community Benefits Implementation Strategies. Southcoast Health's Community Benefits Advisory Committee (CBAC) will engage in an ongoing evaluation of progress made on the short- and long-term goals of the annual Implementation Strategy, recommending adjustments to the plan as needed to positively impact and advance the health-related needs of the populations to be served. Through the needs assessment process, five priority health issues were identified based on the available health data, surveys of providers and community members, and interviews with key community leaders. These priorities are: Economic Opportunity (sub-categories: Social mobility, income, education): Economic opportunity can be defined as the ability of a person to reach their personal potential. Opportunity includes having access to resources that are essential to maintaining a good quality of life such as education, affordable housing, healthy foods, childcare, and stable employment. Unfortunately, many economic, social, and structural barriers prevent some South Coast residents from achieving their potential. These include obstacles such as concentrated poverty, racial discrimination, low wages, unequal educational access, and lack of quality opportunities for childhood learning. Economic opportunity begins with developing strategies for families to become economically stable so they can better support healthy children and break the cycle of poverty. Above all, it requires a coordinated effort among the many organizations working to lessen the impacts of poverty on the South Coast. Poverty is a major social determinant of health. Those in poverty often have less opportunity and less access to resources that can assist in improving and maintaining one's health. Resources that contribute to educational attainment, employment, housing status, health care opportunities, and social activities are all less accessible to those living in poverty. Southcoast has a Health Professionals Education program that partners with local universities and colleges for students to complete their clinical rotations, enhance their skills, and develop a pathway to a future career. During the group clinical rotations and observation opportunities, students work with their peers and Southcoast staff to learn and provide care to patients. Preceptorships give students the opportunity to work one on one with a mentor in their desired field. - There were approximately 7,050 hours spent by Nursing staff to support these clinical rotations, through providing oversight, education, and guidance. There were 540 student nurses that participated in group clinical placements. In addition, there were 67 one-to-one mentorship opportunities provided to student nurses, with 8,907 hours of nursing staff hours supporting this experience. - There were approximately 27,075 hours spent by Radiology, CT, Nuclear Medicine, and Ultrasound staff to support this clinical education and student experience. This is a 61% increase in hours spent from last fiscal. - There were approximately 2,341 hours spent by Occupational Therapy, Physical Therapy and Speech Therapy staff to engage in clinical rotations and to gain experience in the workplace. - Medical Residents and Nurse Practitioners to engage in clinical rotations and to gain experience in the workplace with embedded staff. There were 172,800 hours spent by staff to support this clinical experience. This is over a 100% increase in hours spent from last fiscal. Behavioral Health (sub-categories: mental health, substance use disorder + NAS, youth trauma): Mental health emerged throughout the Needs Assessment as one of the region's most prominent health issue. Behavioral health examines how a person's habits affect their mental and physical well-being. This includes behaviors related to nutrition, exercise, smoking, sleep, and stress. Behavioral health is also a blanket term that includes mental health and substance use disorder. As one might expect, COVID-19 exacerbated mental health and substance use issues significantly, with three primary mental health issues stressed by community members and providers: (1) the shortage of mental health professionals, (2) the overall behavioral health system, particularly the shortage of beds, and (3) equity in mental health, including issues of access and stigma. Substance use disorder (SUD) continues to be identified as a major challenge in the region, particularly in terms of the links between substance use disorder, other mental health issues, poverty, and homelessness. The region had 205 confirmed opioid-related deaths in 2021. Not only is this the greatest annual number of opioid-related deaths since 2013, but the number of deaths has increased steadily since 2013. Another outcome of the opioid crisis is the rate of newborns born with neonatal abstinence syndrome (NAS). NAS is a group of conditions that babies experience after being exposed to narcotics in the womb. Infants born with NAS can have low birth weight, respiratory distress, feeding difficulty, tremors, increased irritability, diarrhea, and occasionally seizures. Although data are not available at the local level, it is clear that the opioid crisis is impacting newborns in Southeast Massachusetts at a greater rate than elsewhere in the state. Southcoast developed an ED Overdose Awareness program in response to the high prevalence of substance use within the South Coast region to prevent unnecessary opioid overdose deaths. The Southcoast emergency departments provide individuals and patients who are at risk of an opioid overdose with a nasal naloxone kit and education on how to administer. During FY23 a total of 311 kits were distributed through our three Emergency Departments. Housing (sub-categories: homelessness, stability, affordability): Housing affordability is a social determinant of health. A lack of affordable housing contributes to housing instability and homelessness, both of which are strong predictors of poor health outcomes. Housing emerged as a primary issue of concern for community leaders and community members throughout the needs assessment process, with many stakeholders consistently identifying housing as the social determinant that affects the largest number of the people they serve. Overall, stakeholders are clear that housing challenges have been made worse by COVID-19, although the pandemic primarily worsened existing housing issues. The region's housing issue is primarily twofold: the focus in the region's cities is largely on rising rents and its implication on the working poor and people on fixed incomes. Conversely, the issue in many of the area's suburban communities is focused on the significant increase in single-family home prices. This dynamic is creating issues for seniors who want to remain in their homes but who are "house rich, cash poorfor younger families who leave the region because they cannot afford homes in the area. Housing insecurity disproportionately affects low-income households, people of color, and seniors. This trend is evident in Fall River and New Bedford where White households are less likely to be burdened by housing costs than their neighbors. Notably, lower-income households are primarily renters, and this group is more likely to have experienced a job loss during the pandemic because they are more likely to work in the industries impacted the hardest by the pandemic, either because of layoffs or the inability to work remotely. Community leaders identified homelessness as a significant issue in the region, which is partly an outcome of the affordable housing shortage. Mental health and substance abuse disorder, which are highly prevalent among the homeless population, are also key factors in the homelessness equation. Often, experiencing homelessness in combination with these issues creates challenges for entering shelters and transitional housing. In addition, the assessment captured that the use of the emergency department by homeless individuals is often their primary means of accessing health care. In doing so, community leaders point out that the homeless only engage with the healthcare system when they are experiencing a health crisis. Thus, not only is there concern that these individuals do not receive preventive care, but also that they do not receive adequate follow-up on their health issues. Southcoast has a Community Wellness Program where the Street Outreach team is overseen and conducted by the RN Addiction Nurse Specialist in partnership with SSTAR, and Steppingstone's Project FAIHR Program. This multi-disciplinary collaboration provides direct outreach and services to encampments to support those struggling with SUD/MH/housing insec
PART V, SECTION B, LINE 13H	SBH GRANTS FAP ELIGIBILITY FOR PERSONS WITH ANY TYPE OF MEDICAID.
PART V, SECTION B, LINE 16A	HTTP://WWW.SOUTHCOASTBEHAVIORAL.COM/ADMISSIONS/FINANCIAL-ASSISTANCE-POLICY
PART V, SECTION B, LINE 16B	HTTP://WWW.SOUTHCOASTBEHAVIORAL.COM/ADMISSIONS/FINANCIAL-ASSISTANCE-POLICY
PART V, SECTION B, LINE 16C	HTTP://WWW.SOUTHCOASTBEHAVIORAL.COM/ADMISSIONS/FINANCIAL-ASSISTANCE-POLICY
PART V, SECTION B, LINE 16J	THE HOSPITAL EMPLOYED FINANCIAL COUNSELOR MEETS WITH EVERY PATIENT THAT IS IDENTIFIED THAT MAY HAVE A FINANCIAL OBLIGATION, AND REVIEWS THE POLICY AND OFFERS FINANCIAL ASSISTANCE TO ALL PATIENTS TO DETERMINE IF THEY QUALIFY FOR CHARITY.

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 3C	In furtherance of its charitable purposes, the Hospital will provide both (i) emergency treatment to any person requiring such care; and (ii) medically necessary behavioral healthcare services to patients who are permanent residents of the Commonwealth of Massachusetts (and others on a case-by-case basis) who meet the conditions and criteria set forth in the financial assistance policy; in each case, without regard to the patients' ability to pay for such care. It is the policy of the Hospital to provide financial assistance (care either for free or at discounted rates) to persons or families where: (i) there is limited or no health insurance available; (ii) the patient fails to qualify for governmental assistance (for example, Medicare or Medicaid); (iii) the patient cooperates with the Hospital in providing the requested information demonstrating financial need, or other facts and circumstances readily demonstrate financial need; and (iv) the Hospital makes an administrative determination that financial assistance is appropriate based on the patient's ability to pay (as established by family income or based on criteria demonstrating presumptive eligibility) and the size of the patient's medical bills. After the Hospital determines that a patient is eligible for financial assistance, the Hospital will determine the amount of financial assistance available to the patient by utilizing the Financial Assistance Guidelines. The Guidelines reflect family income levels tied to the most recent Federal Poverty Guidelines, and establish corresponding discount percentages. The Guidelines are adjusted annually to reflect the annual update to the Federal Poverty Guidelines, and to adjust the corresponding discount percentages to ensure that, in all cases, a patient determined to be eligible for financial assistance will not be billed more than the amounts generally billed by the Hospital for the same emergency or medically necessary behavioral health services to individuals who have insurance covering such care. In cases where third-party coverage (including private insurance or payment by governmental program) is nonexistent or likely to be inadequate, the Financial Counselor will inform the patient of the availability of Financial Assistance. Patients seeking financial assistance will be asked to complete the Financial Assistance Application. Once a completed Financial Assistance Application is received, the Financial Counselor will review the application and forward it to the Business Office Director. Patients who are determined to be presumptively eligible will be processed for financial assistance without need for completion of the Financial Assistance Application.
PART I, LINE 6A	SOUTHCOAST HEALTH SYSTEM, INC. (EIN 04-2794625), THROUGH ITS INTEREST IN SOUTHCOAST BEHAVIORAL HEALTH, JOINTLY CONDUCTED ITS CHNA WITH AFFILIATE SOUTHCOAST HOSPITALS GROUP, INC.
PART I, LINE 7	AMOUNTS REPORTED IN PART I, LINE 7 WERE DERIVED USING THE ACTUAL COST OF SERVICES PROVIDED BASED ON THE TOTAL COST-TO-CHARGE RATIO DERIVED FROM SBH'S MEDICARE COST REPORT.
PART I, LINE 7, COLUMN F	IN MARCH 2015, THE SOUTHCOAST ACQUIRED A 25% INTEREST IN NORTHEAST BEHAVIORAL, LLC, WHICH OWNS A 120-BED PSYCHIATRIC HOSPITAL DOING BUSINESS AS SOUTHCOAST BEHAVIORAL HEALTH (SBH). SOUTHCOAST HEALTH SYSTEM'S INTEREST IN SBH IS RECORDED UNDER THE EQUITY METHOD OF ACCOUNTING IN SOUTHCOAST HEALTH SYSTEM'S CONSOLIDATED FINANCIAL STATEMENTS. AMOUNTS REPORTED IN PART I, LINE 7 REPRESENT SOUTHCOAST HEALTH SYSTEM'S ALLOCABLE SHARE OF SBH'S TOTAL COMMUNITY BENEFIT EXPENSES AND DIRECT OFFSETTING REVENUE. THE DENOMINATOR USED TO CALCULATE THE COMMUNITY BENEFIT PERCENT OF TOTAL EXPENSE IN PART I, LINE 7, COLUMN (F), REPRESENTS SOUTHCOAST HEALTH SYSTEM'S ALLOCABLE SHARE OF SBH'S TOTAL EXPENSE (EXCLUDING BAD DEBT EXPENSE), PLUS SOUTHCOAST HEALTH SYSTEM'S TOTAL FUNCTIONAL EXPENSE AS REPORTED IN PART IX. AMOUNTS REPORTED IN PART III REPRESENT SOUTHCOAST HEALTH SYSTEM'S ALLOCABLE SHARE OF SBH'S MEDICARE AND BAD DEBT AMOUNTS.
PART III, LINE 2	BAD DEBT EXPENSE IS A COMBINATION OF RESERVES BASED ON THE AGE OF THE ACCOUNT, AND ACTUAL WRITE-OFFS OF BALANCES DETERMINED UNCOLLECTIBLE IN ACCORDANCE WITH THE BUSINESS OFFICE POLICIES OF SBH. AFDA IS RESERVED FOR AS BAD DEBT EXPENSE IS A COMBINATION OF RESERVES BASED ON THE AGE OF THE ACCOUNT, AND ACTUAL WRITE-OFFS OF BALANCES DETERMINED UNCOLLECTIBLE IN ACCORDANCE WITH THE BUSINESS OFFICE POLICIES OF SBH. AFDA IS RESERVED FOR AS FOLLOWS: 35% OF ALL MEDICARE DEDUCTIBLES/COINSURANCE, 100% OF SELF-PAY, REGARDLESS OF AGE, 0% OF 0 - 90 DAY INSURANCE, 10% OF 91-120 DAY INSURANCE, 20% OF 121-150 DAY INSURANCE, 75% OF 151-180 DAY INSURANCE, AND 100% OF >180 DAY INSURANCE. ADDITIONALLY, 65% OF MEDICARE BAD DEBT WRITE OFFS ARE RECOVERABLE ON THE MEDICARE COST REPORT AND AS SUCH THEY ARE RECORDED AS AN OFFSET TO BAD DEBT EXPENSE.
PART III, LINE 3	PER SOUTHCOAST'S ASSESSMENT OF THE COMMUNITY IT SERVES, A CERTAIN PERCENTAGE OF THE POPULATION WOULD QUALIFY FOR FINANCIAL ASSISTANCE BUT DO NOT APPLY. DUE TO THIS SOUTHCOAST CONSIDERS THIS AMOUNT OF BAD DEBT AS A COMMUNITY BENEFIT EXPENSE.
PART III, LINE 4	FOOTNOTE 2 PAGES 7-8, AND FOOTNOTE 3 PAGE 13 OF THE ATTACHED CONSOLIDATED FINANCIAL STATEMENTS RELATES TO ALLOWANCE FOR DOUBTFUL ACCOUNTS AND BAD DEBTS.
PART III, LINE 8	THE COSTING METHODOLOGY USED TO DETERMINE ALLOWABLE COSTS IS BASED ON THE ACTUAL COST OF SERVICES PROVIDED BASED ON THE TOTAL COST-TO-CHARGE RATIO DERIVED FROM SBH'S MEDICARE COST REPORT.
PART III, LINE 9B	IN THE EVENT THAT A PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE BUT FAILS TO TIMELY PAY ANY REMAINING BALANCE DUE (INCLUDING, IF APPLICABLE, PER THE TERMS OF THE AGREED-UPON PAYMENT PLAN), SOUTHCOAST MAY TAKE ANY OF THE ACTIONS SET FORTH IN THE HOSPITAL'S BILLING AND COLLECTION POLICY, INCLUDING SENDING REMAINING SELF-PAY BALANCES TO A THIRD PARTY COLLECTION AGENCY WITHIN 90-120 DAYS OF PATIENT'S DISCHARGE DATE. CONSISTENT WITH THE BILLING AND COLLECTION POLICY, THE HOSPITAL WILL NOT UNDERTAKE ANY EXTRAORDINARY COLLECTION ACTIONS (AS DEFINED IN THAT POLICY) WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE A PATIENT'S ELIGIBILITY FOR FINANCIAL ASSISTANCE PURSUANT TO THIS POLICY.
PART VI, LINE 2	SOUTHCOAST HEALTH SYSTEM THROUGH ITS INTEREST IN SBH AIMS TO ADDRESS AN URGENT HEALTHCARE NEED OF THE COMMUNITY IT SERVES BY PROVIDING HIGH QUALITY MEDICAL CARE FOR COMMUNITY MEMBERS FACING BEHAVIORAL HEALTH ISSUES. SERVICES PROVIDED BY SBH ADDRESS NEEDS IDENTIFIED BY ITS AFFILIATE SOUTHCOAST HOSPITALS GROUP IN their joint COMMUNITY HEALTH NEEDS ASSESSMENT. Mental health emerged throughout the Needs Assessment as one of the region's most prominent health issue. Behavioral health examines how a person's habits affect their mental and physical well-being. This includes behaviors related to nutrition, exercise, smoking, sleep, and stress. Behavioral health is also a blanket term that includes mental health and substance use disorder. As one might expect, COVID-19 exacerbated mental health and substance use issues significantly, with three primary mental health issues stressed by community members and providers: (1) the shortage of mental health professionals, (2) the overall behavioral health system, particularly the shortage of beds, and (3) equity in mental health, including issues of access and stigma.
PART VI, LINE 3	THE HOSPITAL EMPLOYED TWO FINANCIAL COUNSELORS THAT MEET WITH EVERY PATIENT THAT IS IDENTIFIED WHO MAY HAVE A FINANCIAL OBLIGATION, AND REVIEWS THE POLICY AND OFFERS FINANCIAL ASSISTANCE TO ALL PATIENTS TO DETERMINE IF THEY QUALIFY FOR CHARITY. If and when a patient does not have a secondary insurance and does not qualify for Medicaid to cover a patient responsibility, the inhouse financial counselors provide a copy of the financial assistance application and policy. The counselors also discuss with the patient the availability of various government benefits, such as Medicaid or state programs, and assists the patient with qualification for such programs, where applicable.
PART VI, LINE 4	Geographic Area: The South Coast region is composed of thirteen communities located in the Southeastern portion of Massachusetts. This regional definition coincides with Community Health Network Area 25, Partners for a Healthier Community (Greater Fall River), and Community Health Network Area 26, Greater New Bedford Allies for Health and Wellness (Greater New Bedford). Fall River and New Bedford are two of the state's many Gateway Cities, which are defined as midsize urban centers that anchor regional economies. These cities are primarily former industrial centers that were the traditional gateways for immigrants. As has been the case across most of the state's Gateway Cities, Fall River, New Bedford, and many suburban areas in the South Coast region for that matter, have not experienced the benefits from the Boston metro area's knowledge economy, with many of the region's service-related jobs requiring relatively low levels of formal training or education and paying comparatively low wages. Accordingly, Fall River and New Bedford, and some of the region's suburban communities, fall below their regional counterparts and state averages on most socioeconomic metrics. Demography: The South Coast's population was 357,212 in 2020, which represents 5.1% of the state's total population. Fall River and New Bedford account for 54.6% of the region's total. The region's population increased by 4.9% from 2010 to 2020 and by 16.1% since 1970, both of which lag behind the statewide population growth rates for these periods (7.4% and 23.6% respectively). Population growth and residential development over the past five decades have been uneven within the region, with much of the growth from 1970 to 2010 driven by population increases in the region's suburbs. The population in the cities of Fall River and New Bedford declined by 14,746 residents from 1970 to 2010, while the region's suburban towns grew by 47,730 residents over this period. However, this trend has reversed in the last decade, with the region's cities experiencing a population increase of 11,150 residents from 2010 to 2020, compared with an increase of just 5,487 residents in the suburbs. Perhaps the most significant demographic trend in the region is its changing racial makeup. This is particularly true in the city of New Bedford, where nearly a quarter of New Bedford residents (24.3%) identify as Hispanic, almost double the statewide percentage (12.6%). In addition, the student populations in Fall River and New Bedford are much more diverse than the population as a whole. Only 46.2% of students in the Fall River Public Schools identify as White (compared to 73.4% of all residents) and only 37.5% of students in the New Bedford students identify as White (compared to 60.8% in the city as a whole. The higher share of minorities in the school system compared to the community is, in part, a product of the national trend of minority births exceeding white births. As this trend continues, the student population in the region will only grow more diverse. The South Coast has long been an attractive place to settle for immigrants, and as Gateway Cities, Fall River and New Bedford have been traditional destinations for new arrivals to America since the late 18th century. More than twenty-one percent (21.3%) of Fall River residents and nineteen percent (19.0%) of New Bedford residents were born outside the U.S. While Portuguese immigrants comprised the majority of the region's foreign-born residents in the last half of the 20th century, emigration from Europe to the U.S. has slowed, and now immigrants from Latin America, South America, Africa, and Asia account for increasing shares of the populations in the region. There are health care implications inherent in being a hub for immigrants, including language barriers, lack of insurance, low health literacy, and other health access issues. The age cohorts in the South Coast generally reflect their counterparts at the state level. However, the region has a slightly higher share of residents 65 years of age or older, which is more pronounced in the region's towns. Fall River and New Bedford have larger shares of the population under the age of 35 when compared to their metro areas and the South Coast overall. Poverty is a major social determinant of health. Those in poverty often have less opportunity and less access to resources that can assist in improving and maintaining one's health. Resources that contribute to educational attainment, employment, housing status, health care opportunities, and social activities are all less accessible to those living in poverty. Over twelve percent (12.6%) of the region's population and 9.8% of its families are below the poverty level. This compares to 9.8% and 6.6% statewide, respectively. The poverty rates in Fall River and New Bedford are nearly double the state average. Students are often the socioeconomic bellwether of a community. More than sixty-two percent (62.2%) of the region's public-school students are classified as economically disadvantaged by the Department of Elementary and Secondary Education (DESE). Much like other poverty measures, the share of public-school students economically disadvantaged in Fall River and New Bedford is about twice the state average. Education: As a region, the South Coast has long struggled with low levels of educational attainment. Massachusetts has the second most highly educated population in the country and one of the most well-educated populations in the world. In contrast, Fall River and New Bedford have some of the lowest levels of educational attainment levels of any cities in Massachusetts. High school graduation rates in Fall River and New Bedford are also well below the state average, while rates for most of the other high schools in the region are above the state average. Not surprisingly, a lower percentage of students in these communities plan to attend college: only 54% of students in Fall River and 51% of students in New Bedford plan to move on to college. In both cities, the majority of the population 25 years of age or older has never attended a college or university. Housing: Housing affordability is a social determinant of health. A lack of affordable housing contributes to housing instability and homelessness, both of which are strong predictors of poor health outcomes. The housing issue in the South Coast is primarily twofold: the focus in the region's cities is primarily on rising rents and the implications on the working poor and people on fixed incomes. This dynamic results in many households paying housing costs that are above their means, which in turn leaves less household income available for health care and other basic needs. During the 2016-2020 period, 46.5% of renters and 30.5% of homeowners in the South Coast were housing cost burdened. Housing insecurity disproportionately affects low-income households, people of color, and seniors. This trend is evident in Fall River and New Bedford where White households are less likely to be burdened by housing costs than their neighbors. Health & Wellness: The region's health is affected by the physical conditions of the South Coast. A person's physical environment can profoundly affect health outcomes. Environmental factors that affect health outcomes include, but are not limited to, access to healthy food, air quality, water quality, and environmental contamination. In particular, exposure to contaminants through pathways from the air, water, soil, and food can lead to extreme health issues. Unhealthy behaviors lead to poor health outcomes. Tobacco use, physical inactivity, and poor nutrition contributes to preventable chronic diseases such as diabetes, cancer, heart disease, and lung disease. While some chronic conditions are a result of behavior or genetics, social and environmental factors can also elevate the risk of contracting chronic disease: The smoking prevalence in Fall River remains stubbornly high; 23.2% in Fall River and 22.4% in New Bedford, compared to 12.0% in Massachusetts and 16.0% for the country as a whole. In nearly each disease prevalence, the cities of Fall River and New Bedford are higher in comparison to the state and national averages. Most notably, the percentage of Fall River residents who report chronic obstructive pulmonary disease (9.7%) is nearly double that of the state (4.9%). While substance use disorder continues to rank as one of the top health priorities, stakeholders caution that alcohol abuse is also a significant issue; 69% of HSSP survey respondents rate alcohol use disorder as an "extremely concerning" issue. Bristol County, which includes Fall River and New Bedford, has one of the highest percentages of food insecurity among the state's fourteen counties; an estimated 11.0% of residents were food insecure in 2020. In the South Coast, 84,968 residents received SNAP benefits in July 2022, which is an increase of 26.2% (17,631 recipients) from Februa
PART VI, LINE 5	THE OPERATING AGREEMENT OF SBH STATES: IT IS THE INTENTION OF THE PARTIES HERETO THAT THE COMPANY THROUGH THE BEHAVIORAL BUSINESS FURTHERS THE CHARITABLE AND COMMUNITY-BASED HEALTH CARE PURPOSES OF THE SOUTHCOAST MEMBER AND SOUTHCOAST BY PROMOTING HEALTH FOR A BROAD CROSS-SECTION OF THE COMMUNITY. IN FURTHERANCE OF THESE PURPOSES, THE SOUTHCOAST MEMBER MAY FROM TIME TO TIME FORMULATE AND IMPLEMENT (AND/OR DIRECTLY ASSIST THE OPERATIONS MANAGER AND/OR ANY AND ALL MANAGERS AND OFFICERS OF THE COMPANY IN THE IMPLEMENTATION OF), POLICIES AND PROCEDURES FOR OPERATION OF THE BEHAVIORAL BUSINESS AND THE COMPANY SHALL ADOPT AND IMPLEMENT SUCH POLICIES AND PROCEDURES ESTABLISHED BY THE SOUTHCOAST MEMBER TO PROMOTE THE PUBLIC HEALTH NEEDS OF THE COMMUNITY, INCLUDING POLICIES AND PROCEDURES REGARDING ADMISSION TO THE HOSPITAL, FINANCIAL ASSISTANCE ELIGIBILITY CRITERIA, INDIGENT AND CHARITY CARE RENDERED THROUGH THE BEHAVIORAL BUSINESS, PERFORMANCE OF COMMUNITY HEALTH NEEDS ASSESSMENTS, COMMUNITY EDUCATION ACTIVITIES AND OTHER COMMUNITY HEALTH CARE PROGRAMS MADE ACCESSIBLE THROUGH THE HOSPITAL TO THE PUBLIC. IN ADDITION TO THE JOINT VENTURE WITH SBH, SHS PROMOTES THE HEALTH OF THE COMMUNITY IN OTHER WAYS, SUCH AS: (1) THE MAJORITY OF THE SHS BOARD ARE INDEPENDENT MEMBERS WHO RESIDE IN THE SOUTHCOAST REGION. (2) MANY QUALIFIED PHYSICIANS WITHIN THE COMMUNITY HAVE APPLIED FOR AND BEEN GRANTED MEDICAL STAFF PRIVILEGES IN THE SOUTHCOAST HEALTH SYSTEM, INCLUDING CHARLTON MEMORIAL HOSPITAL (FALL RIVER, MA), SAINT LUKE'S HOSPITAL (NEW BEDFORD, MA) AND TOBEY HOSPITAL (WAREHAM, MA), AND (3) SURPLUS FUNDS ARE PUT BACK INTO THE SYSTEM TO IMPROVE MEDICAL FACILITIES, PURCHASE NEW EQUIPMENT, MAKE IMPROVEMENTS TO PATIENT CARE, PROVIDE TRAINING AND EDUCATION TO STAFF, PERFORM NECESSARY RESEARCH, ETC.
PART VI, LINE 6	Affiliate SHG Files an annual report with the office of the Massachusetts attorney general. The Southcoast Health Community Benefits program THAT OPERATES UNDER AFFILIATE SOUTHCOAST HOSPITALS GROUP, INC. (SHG) works with Southcoast affiliates including, Southcoast Behavioral Health, Southcoast Visiting Nurses Association (VNA), Southcoast Physicians Group (SPG), and Southcoast Health Network (SHN), to coordinate all community benefit activities designed to address pressing health issues in our region and improve access to health care. The Manager of Community Health & Wellness, who reports to the Executive Director of Operations for Southcoast Health Network, manages the day-to-day community benefit activities. Updates and presentations on community benefit activities to Southcoast leadership at Board, Vice President, Director, and Manager level meetings are given on a regular basis. Messaging of these activities are delivered to all employees through a weekly internal e-newsletter, and monthly safety huddles, Diversity Equity and Inclusion Council meetings, the Taking Care of You Committee meetings and practice manager meetings.
PART VI, LINE 7	AFFILIATE SHG FILES AN ANNUAL REPORT WITH THE OFFICE OF THE MASSACHUSETTS ATTORNEY GENERAL.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KEITH HOVAN
FORMER PRESIDENT & CEO	$0	$115,000	$0	$500,000	$0	$3,844,953	$0	$18,300	$0	$21,907	$0	$4,500,160	$0	$903,000
WADE BROUGHMAN
TREASURER/ EVP FIN/ CFO	$0	$751,100	$0	$150,200	$0	$126,027	$0	$18,300	$0	$17,860	$0	$1,063,487	$0	$0
RENEE CLARK
ASSISTANT CLERK/ EVP/ COO	$0	$751,100	$0	$150,200	$0	$118,708	$0	$130,965	$0	$21,394	$0	$1,172,367	$0	$114,300
CHRISTINE M CERNAK
ED-INTEGRATED CARE MGMT	$0	$251,583	$0	$0	$0	$1,877	$0	$0	$0	$17,251	$0	$270,711	$0	$0
CELESTE DUBOIS
PHARMACIST CLINICAL SPEC AMB	$0	$146,362	$0	$217	$0	$0	$0	$8,785	$0	$496	$0	$155,860	$0	$0
LINDA CLARK
PHARMACIST-CLINICAL SPEC AMB	$0	$147,921	$0	$228	$0	$0	$0	$8,883	$0	$530	$0	$157,562	$0	$0
DAWN DAVIDIAN
RN MEDICAL CARE MGT SHN	$0	$155,992	$0	$0	$0	$1,992	$0	$8,874	$0	$7,542	$0	$174,400	$0	$0
KENNETH EUGENIO
MANAGER OF OPERATIONS SHN	$0	$160,330	$0	$0	$0	$2,889	$0	$10,234	$0	$21,410	$0	$194,863	$0	$0
LAUREN MELBY
VP POPULATION HEALTH	$0	$199,874	$0	$6,252	$0	$600	$0	$0	$0	$20,605	$0	$227,331	$0	$0
JEFFREY LAWRENCE MD
SVP, CTIO, PHYS IN CHIEF PC	$0	$619,747	$0	$106,972	$0	$0	$0	$93,750	$0	$7,162	$0	$827,631	$0	$0
ILANA FEINERMAN MD
TRUSTEE	$0	$494,635	$0	$60,000	$0	$112,038	$0	$18,300	$0	$20,894	$0	$705,867	$0	$0
RAYFORD S KRUGER MD
PRESIDENT & CEO	$0	$842,500	$0	$387,000	$0	$523,349	$0	$224,100	$0	$15,531	$0	$1,992,480	$0	$0
ANA LAUS
TRUSTEE (UNTIL 12/22)	$0	$279,615	$0	$49,646	$0	$117,142	$0	$17,680	$0	$679	$0	$464,762	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	SHS DOES NOT EMPLOY ANY INDIVIDUALS. OFFICERS AND TRUSTEES OF SHS RECEIVE NO COMPENSATION FOR THEIR ROLES IN THESE CAPACITIES. OFFICERS AND TRUSTEES (CURRENT OR FORMER) WITH REPORTABLE COMPENSATION ARE COMPENSATED BY A NON-PROFIT SUBSIDIARY ORGANIZATION'S PAYROLL FOR SERVICES RENDERED AS EMPLOYEES OF THE SUBSIDIARY.
PART I, LINE 3	SOUTHCOAST HOSPITAL GROUP (SHG), A RELATED ORGANIZATION CHECKED THE FOLLOWING BOXES WHICH WERE USED BY SHG TO ESTABLISH COMPENSATION OF THE PRESIDENT: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4A	A SEVERANCE PAYMENT OF $2,037,080 WAS MADE DURING THE REPORTING PERIOD TO KEITH HOVAN THAT WAS PAID FROM SOUTHCOAST HOSPITAL GROUP, INC., A RELATED ORGANIZATION. PART I, LINE 4B OFFICERS, DIRECTORS, AND KEY EMPLOYEES WHO ARE EMPLOYEES OF SOUTHCOAST PARTICIPATE IN SOUTHCOAST'S 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. CONTRIBUTION CREDITS UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART, II, COLUMN (C). ONLY UPON TERMINATIONS OF EMPLOYMENT DO FULLY VESTED PARTICIPANTS RECEIVE DISTRIBUTIONS FROM THE PLAN. CONTRIBUTIONS VEST THE EARLIER OF: JULY 1 OF THE 3RD CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE CONTRIBUTION CREDIT IS MADE; UPON REACHING AGE 62; DEATH; DISABILITY; OR INVOLUNTARY SEPARATION. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES THE VESTED PORTION OF CONTRIBUTIONS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO THE RISK OF FORFEITURE. RENEE CLARK - $115,203 WADE BROUGHMAN - $112,665 THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES A LIQUIDATION DISTRIBUTION DUE TO TERMINATION. KEITH HOVAN - $1,806,177
PART II, COLUMN F	OFFICERS, DIRECTORS, AND KEY EMPLOYEES WHO ARE EMPLOYEES OF SOUTHCOAST PARTICIPATE IN SOUTHCOAST'S 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. PRIOR YEAR CONTRIBUTION CREDITS INCLUDED AS DEFERRED IN A PRIOR YEAR AND AS W-2 COMPENSATION IN THE CURRENT YEAR ARE INCLUDED IN SCHEDULE J, PART, II, COLUMN (F). ONLY UPON TERMINATIONS OF EMPLOYMENT DO FULLY VESTED PARTICIPANTS RECEIVE DISTRIBUTIONS FROM THE PLAN. CONTRIBUTIONS VEST THE EARLIER OF: JULY 1 OF THE 3RD CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE CONTRIBUTION CREDIT IS MADE; UPON REACHING AGE 62; DEATH; DISABILITY; OR INVOLUNTARY SEPARATION. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDES THE ORIGINAL CONTRIBUTION CREDITS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO THE RISK OF FORFEITURE. KEITH HOVAN - $903,000 RENEE CLARK - $114,300

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 1:	THE MISSION OF SOUTHCOAST HEALTH SYSTEM, INC.(SHS) IS TO CARE FOR AND IMPROVE THE HEALTH AND PROMOTE THE WELLNESS OF THE INDIVIDUALS AND COMMUNITIES SERVED BY OPERATING EXCLUSIVELY FOR THE BENEFIT OF SOUTHCOAST HOSPITALS GROUP, INC (SHG), A SAFETY NET PROVIDER OF HOSPITAL SERVICES, AND ITS AFFILIATED ORGANIZATIONS THROUGH THE DEVELOPMENT OF A COMMUNITY OWNED SYSTEM WITH MULTIPLE ACCESS POINTS OFFERING AN INTEGRATED CONTINUUM OF HEALTH CARE SERVICES.
PART VI, SECTION A, LINE 2:	CERTAIN OFFICERS AND TRUSTEES OF SHS ARE OFFICERS OR TRUSTEES OF RELATED EXEMPT ORGANIZATIONS AND OF RELATED TAXABLE ORGANIZATIONS. INDIVIDUALS WITH REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS IN PART VII, SECTION A, COLUMN (E), ARE EMPLOYEES OF RELATED EXEMPT ORGANIZATIONS.
PART VI, SECTION B, LINE 11B:	THE ORGANIZATION PREPARES THE FORM 990 WITH THE ASSISTANCE OF A PAID PREPARER. A DRAFT OF THE FORM 990 IS PRESENTED TO THE MANAGEMENT FOR REVIEW AND COMMENT. A DRAFT OF THE FORM 990 IS ALSO PROVIDED TO THE ORGANIZATION'S AUDIT COMMITTEE FOR REVIEW. A FINAL COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. AN OFFICER OF THE ORGANIZATION AND ITS PAID PREPARER, RESPECTIVELY, SIGN THE FINAL FORM 990.
PART VI, SECTION B, LINE 12C:	SHS HAS CONFLICT OF INTEREST, LEGAL COMPLIANCE AND CODE OF CONDUCT POLICIES THAT APPLY TO ALL TRUSTEES, OFFICERS AND EMPLOYEES (REFERRED TO AS "MEMBERS"). ON AN ANNUAL BASIS, EACH MEMBER WILL COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE WHICH AFFIRMS THAT EACH PERSON HAS: (1) RECEIVED A COPY OF THE POLICY; (2) READ AND UNDERSTOOD THE POLICY; (3) AGREED TO COMPLY WITH THE POLICY, AND (4) UNDERSTOOD THAT THE SYSTEM ENTITIES ARE CHARITABLE ORGANIZATIONS AND THAT TO MAINTAIN THEIR FEDERAL TAX EXEMPTION, SUCH ENTITIES MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE SYSTEM OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES, DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL TAXATION, AND IN CONNECTION WITH ITS COMPLIANCE PROGRAM, SYSTEM'S MANAGEMENT SHALL CONDUCT PERIODIC REVIEWS OF THE CONFLICT OF INTEREST POLICY AND THE OPERATION AND APPLICATION OF IT. MEMBERS SHALL DISCLOSE ANY INTERESTS OR ACTIVITIES IN WHICH THEY ARE INVOLVED OR BECOME INVOLVED THAT DO RESULT, OR MAY APPEAR TO RESULT IN A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST AND SHALL COMPLY WITH, AND MAKE ALL REQUIRED DISCLOSURES UNDER THE CONFLICT OF INTEREST POLICY PRIOR TO COMMENCING, CONTINUING, OR CONSUMMATING ANY ACTIVITY OR TRANSACTION WHICH RAISES A CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST. EACH MEMBER IS UNDER AN ONGOING DUTY TO UPDATE AND KEEP CURRENT THE INFORMATION CONTAINED IN THEIR QUESTIONNAIRE. AT LEAST ANNUALLY, OR AS NECESSARY BASED ON DISCLOSURES, THE GENERAL COUNSEL WILL SUMMARIZE AND REPORT ALL DISCLOSURES TO THE PRESIDENT AND CEO AND THE CHAIRMAN OF THE BOARD OF TRUSTEES (OR HIS/HER DESIGNEE). UPON DISCLOSURE OF FINANCIAL OR NON-FINANCIAL INTERESTS ("INTERESTS") AND ALL MATERIAL FACTS RELATED THERETO BY MEMBER OR AN INTERESTED PERSON, THE CHAIR OF THE SYSTEM'S GOVERNANCE COMMITTEE SHALL DETERMINE IN CONJUNCTION WITH THE GENERAL COUNSEL WHETHER A CONFLICT OF INTEREST EXISTS. THE GOVERNANCE COMMITTEE CAN CONTINUE TO DISCUSS THE ISSUE WITH THE MEMBER OR INTERESTED PERSON TO CLARIFY OR OBTAIN ADDITIONAL INFORMATION. HOWEVER, BEFORE THE GOVERNANCE COMMITTEE DISCUSSES OR DETERMINES WHETHER THE MEMBER OR OTHER INTERESTED PERSON'S INTERESTS CONSTITUTE A CONFLICT OF INTEREST, THE MEMBER OR INTERESTED PERSON MUST LEAVE THE MEETING. IN THE EVENT THE INTEREST INVOLVES THE CHAIR OR CEO, THE REMAINING GOVERNANCE COMMITTEE MEMBERS SHALL APPOINT ONE OR MORE DISINTERESTED TRUSTEES TO MAKE SUCH A DETERMINATION. ONCE THE DETERMINATION OF THE CONFLICT OF INTEREST IS MADE BY THE GOVERNANCE COMMITTEE, SUCH DETERMINATION, ALONG WITH APPROPRIATE MITIGATION PLANS, WILL BE SUBMITTED BY THE GOVERNANCE COMMITTEE FOR REVIEW AND APPROVAL. IF THE BOARD OR ANY BOARD COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE AN ACTUAL CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST, IT SHALL INFORM SUCH PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD SUCH A MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE IT. IF, AFTER HEARING THE RESPONSE OF SUCH PERSON AND MAKING FURTHER INQUIRY OR INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR BOARD COMMITTEE DETERMINES THAT SUCH PERSON HAS IN FACT FAILED TO DISLCOSE AN ACTUAL CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST, THE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION SHALL BE TAKEN.
PART VI, SECTION C, LINE 19:	SHS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
PART VII, SECTION A, LINE 1:	TRUSTEES AND OFFICERS ARE COMPENSATED FOR THEIR ROLES OUTSIDE OF THEIR CAPACITY AS TRUSTEES AND OFFICERS.
PART XI, LINE 9:	OTHER CHANGES IN NET ASSETS OR FUND BALANCES ARE TRANSFERS AMONG AFFILIATES ($7,742,991).
PART XII, LINES 2A AND 2B:	FINANCIAL RESULTS FOR SHS ARE INCLUDED IN THE SOUTHCOAST HEALTH SYSTEM, INC. AND AFFILIATES AUDITED FINANCIAL STATEMENTS AS OF AND FOR THE YEARS SEPTEMBER 30, 2022 AND 2023 WHICH WERE ISSUED WITH AN INDEPENDENT AUDITORS REPORT WITH AN UNQUALIFIED OPINION. INCLUDED IN THESE AUDITED FINANCIAL STATEMENTS IS SUPPLEMENTAL CONSOLIDATED INFORMATION AS OF AND FOR THE YEAR ENDED SEPTEMBER 30, 2023. NO STAND ALONE AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR SHS FOR THE YEAR ENDED SEPTEMBER 30, 2023.
FORM 990 PART IX LINE 11G	DESCRIPTION:CONSULTING/ADVISORY FEES TOTAL FEES:3125
FORM 990 PART IX LINE 11G	DESCRIPTION:OUTSOURCED SERVICES TOTAL FEES:1074779
FORM 990 PART IX LINE 11G	DESCRIPTION:CONTRACT PHYSICIANS TOTAL FEES:599295
FORM 990 PART IX LINE 11G	DESCRIPTION:PASS THROUGH EXP TOTAL FEES:7317469

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Southcoast Accountable Care Org LLC
101 Page St	New Bedford	MA	02740	611577608	ACO	MA	$5,645,687	$5,645,687	SHS INC
SOUTHCOAST HEALTH NETWORK
200 MILL ROAD SUITE 190	FAIRHAVEN	MA	02719	813430690	IPA	MA	$15,200,856	$53,751,450	SHS INC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
Southcoast Hospitals Group Inc
101 Page St	New Bedford	MA	02740	222592333	acute care	MA	501(c)(3)	3	SHS	Yes (true)
Southcoast Physicians Group Inc
200 Mill Rd Ste 180	Fairhaven	MA	02719	222703314	PHYS. SVCS.	MA	501(c)(3)	10	SHS	Yes (true)
Southcoast Ventures Inc
101 Page St	New Bedford	MA	02740	043003172	PHYS. SVCS.	MA	501(c)(3)	12, Type I	SHS	Yes (true)
SOUTHCOAST LONG TERM CARE SERVICES INC
363 Highland Ave	Fall River	MA	02720	043109579	SUPP. SHG	MA	501(c)(3)	12, Type I	SHS	Yes (true)
Southcoast Visiting Nurse Assn InC
200 Mill Rd	Fairhaven	MA	02719	042105745	home care	MA	501(c)(3)	10	SHS	Yes (true)
SOUTHCOAST LONG TERM CARE PROPERTIES INC
101 Page St	New Bedford	MA	02740	042984542	Inactive	MA	501(c)(3)	12, Type I	SHS	Yes (true)
SOUTHCOAST HEALTH AMBASSADORS INC
363 HIGHLAND AVENUE	FALL RIVER	MA	02720	043583676	SUPPORT SHG	MA	501(C)(3)	12, TYPE I	SHG	Yes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Legal Domicile StateLegalDomicileStateCd
Coastline Professional Assurance Co
PO Box 1085	GRAND CAYMAN	CJ	KY1-1102	980445031	Insurance	CJ	SHS	C Corp	$11,241,258	$38,160,951	1.00000	Yes (true)
Health Management Initiatives Inc
				042998712	COMM RENTAL		SHS	C Corp	$398,465	$5,341,561	1.00000	Yes (true)	363 Highland Ave	Fall River	MA	02720	MA
CHARITABLE REMAINDER TRUSTS (12)
					CHARITABLE TR		SHG	TRUST				Yes (true)					MA

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	Yes (true)	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (12 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Southcoast Physicians Group Inc
R	$73,446,813	CASH
Southcoast Physicians Group Inc
P	$5,484,472	CASH
Southcoast Physicians Group Inc
O	$260,524	CASH
Southcoast Physicians Group Inc
L	$1,421,825	CASH
Southcoast Hospitals Group Inc
P	$2,149,252	CASH
Southcoast Hospitals Group Inc
O	$5,358,386	CASH
Southcoast Hospitals Group Inc
L	$1,522,263	CASH
Southcoast Hospitals Group Inc
s	$65,813,797	cash
Southcoast Hospitals Group Inc
Q	$107,032	CASH
COASTLINE PROFESSIONAL ASSURANCE CORP
F	$1,500,000	CASH
COASTLINE PROFESSIONAL ASSURANCE CORP
P	$75,109	CASH
SOUTHCOAST HEALTH AMBASSADORS INC
R	$109,975	CASH

Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NORTHEAST BEHAVIORAL HEALTH	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6100 TOWER CIRCLE STE 1000	AddressLine1Txt
City	FRANKLIN TN	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37067	ZIPCd

Field	Value	IRS element (for citing)
EIN	300751914	EIN
Primary Activities	behavioral he	PrimaryActivitiesTxt
Legal Domicile State	TN	LegalDomicileStateCd
Predominate Income	related	PredominateIncomeDesc
All Partners C3 S	false	AllPartnersC3SInd
Share Of Total Income	$4,952,920	ShareOfTotalIncomeAmt
Share Of EOY Assets	$13,278,749	ShareOfEOYAssetsAmt
Disproportionate Allocations	false	DisproportionateAllocationsInd
UBI Code V	$0	UBICodeVAmt
General Or Managing Partner	false	GeneralOrManagingPartnerInd
Ownership	0.25000	OwnershipPct

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, PART V	FormAndLineReferenceDesc
Explanation	ALL TRANSACTIONS REPORTED WERE CASH TRANSACTIONS, THEREFORE, COST/ACTUAL CASH VALUE WAS THE METHOD USED.	ExplanationTxt