SOUTHCOAST HOSPITALS GROUP INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: SOUTHCOAST HOSPITALS GROUP INC (EIN 22-2592333)
Tax period: 2022-10-01 to 2023-09-30
Filed: 2024-08-15
IRS object ID: 202412289349303486
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 C
Schedule D
Schedule G
Schedule H
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
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	222592333	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHCOAST HOSPITALS GROUP INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% DAVID MCCREADY	InCareOfNm
Business Name Control	SOUT	BusinessNameControlTxt
Phone	5089615000	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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID MCCREADY	PersonNm
Person Title	PRESIDENT & 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	101 PAGE STREET	AddressLine1Txt
City	NEW BEDFORD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02740	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,156,018,863	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	TO PROMOTE THE OPTIMAL HEALTH AND WELL- BEING OF THE INDIVIDUALS AND FAMILIES IN THE COMMUNITIES SERVED BY SOUTHCOAST HOSPITALS GROUP (SHG).(SEE SCHEDULE O)	ActivityOrMissionDesc
Voting Members Governing Body	16	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	6556	TotalEmployeeCnt
Total Volunteers	104	TotalVolunteersCnt
Total Gross UBI	$768,304	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$554,435	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$40,575,749	PYContributionsGrantsAmt
CY Contributions Grants	$61,464,187	CYContributionsGrantsAmt
PY Program Service Revenue	$939,032,538	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,052,449,375	CYProgramServiceRevenueAmt
PY Investment Income	$39,683,896	PYInvestmentIncomeAmt
CY Investment Income	$6,959,286	CYInvestmentIncomeAmt
PY Other Revenue	$546,460	PYOtherRevenueAmt
CY Other Revenue	$477,044	CYOtherRevenueAmt
PY Total Revenue	$1,019,838,643	PYTotalRevenueAmt
CY Total Revenue	$1,121,349,892	CYTotalRevenueAmt
PY Grants And Similar Paid	$351,348	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$340,834	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$464,394,881	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$473,008,584	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$5,000	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,718,138	CYTotalFundraisingExpenseAmt
PY Other Expenses	$516,221,934	PYOtherExpensesAmt
CY Other Expenses	$560,798,544	CYOtherExpensesAmt
PY Total Expenses	$980,973,163	PYTotalExpensesAmt
CY Total Expenses	$1,034,147,962	CYTotalExpensesAmt
PY Revenues Less Expenses	$38,865,480	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$87,201,930	CYRevenuesLessExpensesAmt
Total Assets BOY	$991,182,909	TotalAssetsBOYAmt
Total Assets EOY	$1,044,672,844	TotalAssetsEOYAmt
Total Liabilities BOY	$449,075,037	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$447,080,206	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$542,107,872	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$597,592,638	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PROMOTE THE OPTIMAL HEALTH AND WELL-BEING OF THE INDIVIDUALS AND FAMILIES IN THE COMMUNITIES SERVED BY SOUTHCOAST HOSPITALS GROUP (SHG). (SEE SCHEDULE O)	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$850,070,407	ExpenseAmt
Grant	$340,834	GrantAmt
Revenue	$1,052,449,375	RevenueAmt
Desc	SOUTHCOAST PROVIDES INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO IMPROVE THE HEALTH AND WELLNESS OF INDIVIDUALS IN ITS COMMUNITIES. SOUTHCOAST RECORDED 187,317 INPATIENT DAYS, PERFORMED 16,962 SURGERIES AND 11,050 ENDOSCOPIES, PROVIDED 3,224,857 LABORATORY TESTS, PERFORMED 441,167 RADIOLOGICAL PROCEDURES, 204,719 PHYSICAL MEDICINE VISITS, 617 PCI CORONARY INTERVENTIONS, 1,949 DIAGNOSTIC CATHERIZATIONS, 293 OPEN HEART SURGERIES, 1,707 ELECTROPHYSIOLOGY CASES, 596 CORONARY DEVICE IMPLANTS, 2,931 NEWBORN ADMISSIONS, PERFORMED 39,277 RADIATION AND MEDICAL CHEMOTHERAPY TREATMENTS AND CARED FOR 159,959 EMERGENCY ROOM PATIENTS 24 HOURS A DAY 7 DAYS A WEEK REGARDLESS OF THEIR ABILITY TO PAY FOR SUCH SERVICES. IN FY2023 SHG HAD 8,326 COVID INTERACTIONS, MADE UP OF 584 INPATIENT DISCHARGES AND 7,742 OP VISITS.	Desc
Total Program Service Expenses	$850,070,407	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	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	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	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	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
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	Yes (true)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	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	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	260	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	6556	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
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	Yes (true)	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	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	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	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	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 (32 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)	$4,459,953	$0	$40,207
RAYFORD S KRUGER MD
PRESIDENT & CEO	41.5	33.5		$1,176,752	$576,097	$239,631	Yes (X)	Yes (X)
RENEE CLARK
EVP/COO (SHG)/ ASST. CLERK	32.5	42.5		$1,020,008	$0	$152,359		Yes (X)
WADE BROUGHMAN
EVP FIN/CFO & Treasurer	47.5	27.5		$1,027,327	$0	$36,160		Yes (X)
STEPHEN CANESSA
SVP CHIEF BRAND STRATEGY OFFCR	60.0	0.0		$619,738	$0	$110,565			Yes (X)
ILANA FEINERMAN MD
TRUSTEE	1.5	44.5		$0	$666,673	$39,194	Yes (X)
JAMES FEEN
SVP/CIO	60.0	0.0		$585,138	$0	$115,367			Yes (X)
LAUREN DESIMON JOHNSON
SVP/ CHRO	60.0	0.0		$572,705	$0	$107,419			Yes (X)
JAQUELINE SOMERVILLE
SVP/CNO	60.0	0.0		$546,660	$0	$46,305			Yes (X)
MARK CALE
CFO SHG & SVP FINANCE SHS	60.0	0.0		$509,298	$0	$21,346			Yes (X)
ANA LAUS
TRUSTEE (UNTIL 12/2022)	1.5	44.5		$0	$446,403	$18,359	Yes (X)
STEPHEN PIRES
SVP INSURANCE & RISK MGMT	60.0	0.0		$427,235	$0	$36,160				Yes (X)
TONYA JOHNSON
SVP & COO	60.0	0.0		$413,179	$0	$39,680			Yes (X)
MARK LACOMBE
DIRECTOR IT ENG SYST NETWORK	60.0	0.0		$328,125	$0	$32,460				Yes (X)
PATRICIA BUIOCCHI
SVP POST ACUTE CARE NETWORK	15.0	47.5		$344,974	$0	$771				Yes (X)
JADENE ELDEN
VP REVENUE CYCLE	60.0	0.0		$325,103	$0	$13,663				Yes (X)
CHARLES E CUSSON JR
ED TALENT MGMT AND ORG CAPTLY	60.0	0.0		$327,965	$0	$5,940				Yes (X)
ROBERT RONAN MD
TRUSTEE (AS OF 1/23)	3.5	4.5		$27,900	$0	$0	Yes (X)
SALMAN BASHIR MD
TRUSTEE	1.5	6.0		$5,138	$0	$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)TRUSTEE(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
VICE CHAIR(12/22)/CHAIR(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	$12,717,198	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,689,173	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,055,586	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	992	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	Yes (true)	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CROSS COUNTRY STAFFING
PO BOX 404674	ATLANTA	GA	30384	STAFFING	$9,616,165
ROBINSON COLE LLP
280 TRUMBULL STREET	HARTFORD	CT	06103	LEGAL SERVICES	$4,413,119
SUFFOLK CONSTRUCTION COMPANY
65 ALLERTON STREET	BOSTON	MA	02119	CONSTRUCTION	$9,584,344
MAXIM STAFFING SOLUTIONS
12558 COLLECTIONS CENTER DRIVE	CHICAGO	IL	60693	STAFFING	$9,716,546
WYNDEN STARK LLC
PO BOX 15025	HARTFORD	CT	06115	STAFFING	$5,725,608

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	162	CntrctRcvdGreaterThan100KCnt
Fundraising	$152,795	FundraisingAmt
Related Organizations	$14,192	RelatedOrganizationsAmt
Government Grants	$60,013,247	GovernmentGrantsAmt
All Other Contributions	$1,283,953	AllOtherContributionsAmt
Noncash Contributions	$58,362	NoncashContributionsAmt
Total Contributions	$61,464,187	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
PATIENT SVC REVENUE	621500	$914,234,015	$914,226,117	$7,898
HEALTHCARE SVC REVENUE	446110	$130,653,701	$130,595,919	$57,782
PARTNERSHIP INCOME	525990	$2,274,244		$702,624	$1,571,620
GIFT SHOP INCOME	621400	$519,902			$519,902
CAFETERIA	722210	$2,779,141	$2,779,141

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,988,372	TotalRevenueColumnAmt
Exclusion	$1,988,372	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,052,449,375	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,762,208	TotalRevenueColumnAmt
Exclusion	$9,762,208	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

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$713,998	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$209,765	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$504,233	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$504,233	TotalRevenueColumnAmt
Exclusion	$504,233	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$31,464,461	SecuritiesAmt
Other	$114,134	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$34,381,517	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$2,917,056	SecuritiesAmt
Other	$114,134	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$2,802,922	TotalRevenueColumnAmt
Exclusion	-$2,802,922	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$50,500	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$152,795	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$77,689	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$27,189	TotalRevenueColumnAmt
Exclusion	-$27,189	ExclusionAmt

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

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,121,349,892	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,047,601,177	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$768,304	UnrelatedBusinessRevenueAmt
Exclusion	$11,516,224	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	$288,824	TotalAmt
Program Services	$288,824	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$52,010	TotalAmt
Program Services	$52,010	ProgramServicesAmt

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	$8,127,630	TotalAmt
Program Services	$6,510,434	ProgramServicesAmt
Management And General	$1,600,514	ManagementAndGeneralAmt
Fundraising	$16,682	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$1,823,822	TotalAmt
Program Services	$1,463,808	ProgramServicesAmt
Management And General	$356,263	ManagementAndGeneralAmt
Fundraising	$3,751	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$368,199,928	TotalAmt
Program Services	$295,739,333	ProgramServicesAmt
Management And General	$71,705,528	ManagementAndGeneralAmt
Fundraising	$755,067	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$14,974,622	TotalAmt
Program Services	$12,708,707	ProgramServicesAmt
Management And General	$2,201,026	ManagementAndGeneralAmt
Fundraising	$64,889	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$52,956,981	TotalAmt
Program Services	$45,351,341	ProgramServicesAmt
Management And General	$7,387,838	ManagementAndGeneralAmt
Fundraising	$217,802	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$26,925,601	TotalAmt
Program Services	$23,074,044	ProgramServicesAmt
Management And General	$3,741,260	ManagementAndGeneralAmt
Fundraising	$110,297	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$5,334,307	TotalAmt
Program Services	$3,812,044	ProgramServicesAmt
Management And General	$1,522,263	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$4,868,485	TotalAmt
Program Services	$146,070	ProgramServicesAmt
Management And General	$4,722,415	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$771,127	TotalAmt
Management And General	$771,127	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$212,035	TotalAmt
Program Services	$13,592	ProgramServicesAmt
Management And General	$198,443	ManagementAndGeneralAmt

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	$343,043	TotalAmt
Management And General	$343,043	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$126,504,882	TotalAmt
Program Services	$111,674,302	ProgramServicesAmt
Management And General	$14,792,547	ManagementAndGeneralAmt
Fundraising	$38,033	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$3,018,246	TotalAmt
Program Services	$108,536	ProgramServicesAmt
Management And General	$2,909,710	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,386,383	TotalAmt
Program Services	$3,779,969	ProgramServicesAmt
Management And General	$3,569,979	ManagementAndGeneralAmt
Fundraising	$36,435	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$20,354,873	TotalAmt
Program Services	$2,681,538	ProgramServicesAmt
Management And General	$17,635,139	ManagementAndGeneralAmt
Fundraising	$38,196	FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$20,367,579	TotalAmt
Program Services	$10,568,985	ProgramServicesAmt
Management And General	$9,798,594	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,949,505	TotalAmt
Program Services	$1,519,742	ProgramServicesAmt
Management And General	$427,129	ManagementAndGeneralAmt
Fundraising	$2,634	FundraisingAmt

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	$239,405	TotalAmt
Program Services	$51,795	ProgramServicesAmt
Management And General	$186,749	ManagementAndGeneralAmt
Fundraising	$861	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$7,356,035	TotalAmt
Program Services	$7,356,035	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$56,888,004	TotalAmt
Program Services	$42,936,482	ProgramServicesAmt
Management And General	$13,929,244	ManagementAndGeneralAmt
Fundraising	$22,278	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$4,660,099	TotalAmt
Management And General	$4,660,099	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PHARMACEUTICALS	$110,673,782	$110,673,782
MEDICAL SUPPLIES/LINENS	$122,219,435	$121,400,980	$806,208	$12,247
HEALTH SAFETY NET ASSESSMENTS	$29,545,956	$29,545,956
TAXES	$136,723	$117	$136,606

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$37,968,640	TotalAmt
Program Services	$18,611,981	ProgramServicesAmt
Management And General	$18,957,693	ManagementAndGeneralAmt
Fundraising	$398,966	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,034,147,962	TotalAmt
Program Services	$850,070,407	ProgramServicesAmt
Management And General	$182,359,417	ManagementAndGeneralAmt
Fundraising	$1,718,138	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	$30,405,769	BOYAmt
EOY	$35,453,966	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,301,971	BOYAmt
EOY	$1,492,985	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$89,691,688	BOYAmt
EOY	$102,910,352	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	$18,443,521	BOYAmt
EOY	$19,753,939	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$13,999,695	BOYAmt
EOY	$12,201,732	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$966,024,241	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$642,665,178	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$340,161,091	BOYAmt
EOY	$323,359,063	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$330,430,843	BOYAmt
EOY	$373,659,257	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$73,824,621	BOYAmt
EOY	$79,498,847	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$1,120,200	BOYAmt
EOY	$1,120,200	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	$90,803,510	BOYAmt
EOY	$95,222,503	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$991,182,909	BOYAmt
EOY	$1,044,672,844	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$146,594,793	BOYAmt
EOY	$156,697,573	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	$206,782,041	BOYAmt
EOY	$200,088,770	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	$40,651,334	BOYAmt
EOY	$38,403,334	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	$55,046,869	BOYAmt
EOY	$51,890,529	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$449,075,037	BOYAmt
EOY	$447,080,206	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	$467,757,233	BOYAmt
EOY	$514,870,413	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$74,350,639	BOYAmt
EOY	$82,722,225	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$542,107,872	BOYAmt
EOY	$597,592,638	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$991,182,909	BOYAmt
EOY	$1,044,672,844	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$87,201,930	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$35,163,394	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$66,880,558	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	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

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 C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Volunteers	false	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$212,935	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	false	OtherActivitiesInd
Total Lobbying Expenditures	$212,935	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART II-B, LINE 1, LOBBYING ACTIVITIES

DURING FISCAL YEAR 2023, SOUTHCOAST RETATINED SEPARATE CONSULTANTS AT THE STATE AND FEDERAL LEVEL TO MONITOR HEALTH CARE RELATED ISSUES AND ADVOCATE ON BEHALF OF SOUTHCOAST HEALTH. AT THE STATE LEVEL, OUR STATE CONSULTANTS WORKED WITH OUR LEGISLATIVE DELEGATION ON THE SENATE AND HOUSE SUPPLEMENTAL BUDGET BILL, THE STATE BUDGET AND BUDGET AMENDMENTS, REGULATORY CHANGES, MEDICAID/DSH REIMBURSEMENT RATES, TELEHEALTH, THE 1115 WAIVER, THE SOCIAL DETERMINANTS OF HEALTH, SURPLUS MEDICAID FUNDING AND COVID-19 PANDEMIC RELIEF. OUR CONSULTANT FOR FEDERAL MATTERS WORKED WITH OUR FEDERAL CONGRESSIONAL DELEGATION ON MEDICARE DSH FUNDING, THE RURAL FLOOR WAGE INDEX, FEDERAL EARMARKS, PREVENTING MEDICARE SEQUESTRATION CUTS AND 340B.

PART II-B, LINE 1G

DURING FISCAL YEAR 2023, OUR STATE CONSULTANTS MONITORED AND COMMUNICATED WITH OUR STATE LEGISLATIVE DELEGATION REGARDING THE SENATE AND HOUSE SUPPLEMENTAL BUDGET BILL, THE STATE BUDGET AND BUDGET AMENDMENTS. THEY ALSO MONITORED AND/OR SHARED SOUTHCOAST'S CONCERNS ON TOPICAL HEALTHCARE ISSUES, MEDICAID FUNDING/REIMBURSEMENTS, AND BEHAVIORAL HEALTH NEEDS, ARPA FUNDING, AND COVID-19 PANDEMIC RELIEF.

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$74,350,640	BeginningYearBalanceAmt
Contributions	$1,255,546	ContributionsAmt
Investment Earnings Or Losses	$11,895,022	InvestmentEarningsOrLossesAmt
Other Expenditures	$4,778,982	OtherExpendituresAmt
End Year Balance	$82,722,226	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$93,983,066	BeginningYearBalanceAmt
Contributions	$3,353,669	ContributionsAmt
Investment Earnings Or Losses	-$14,829,340	InvestmentEarningsOrLossesAmt
Other Expenditures	$8,156,755	OtherExpendituresAmt
End Year Balance	$74,350,640	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$82,482,495	BeginningYearBalanceAmt
Contributions	$877,424	ContributionsAmt
Investment Earnings Or Losses	$14,753,265	InvestmentEarningsOrLossesAmt
Other Expenditures	$4,130,118	OtherExpendituresAmt
End Year Balance	$93,983,066	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$78,807,606	BeginningYearBalanceAmt
Contributions	$2,071,400	ContributionsAmt
Investment Earnings Or Losses	$5,949,361	InvestmentEarningsOrLossesAmt
Other Expenditures	$4,345,872	OtherExpendituresAmt
End Year Balance	$82,482,495	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$81,441,455	BeginningYearBalanceAmt
Contributions	$937,387	ContributionsAmt
Investment Earnings Or Losses	$2,768,034	InvestmentEarningsOrLossesAmt
Other Expenditures	$6,339,270	OtherExpendituresAmt
End Year Balance	$78,807,606	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.68000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.32000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$14,040,936	OtherCostOrOtherBasisAmt
Book Value	$14,040,936	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$478,336,048	OtherCostOrOtherBasisAmt
Depreciation	$310,688,131	DepreciationAmt
Book Value	$167,647,917	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,645,669	OtherCostOrOtherBasisAmt
Depreciation	$1,408,973	DepreciationAmt
Book Value	$2,236,696	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$450,279,939	OtherCostOrOtherBasisAmt
Depreciation	$327,727,273	DepreciationAmt
Book Value	$122,552,666	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$19,721,649	OtherCostOrOtherBasisAmt
Depreciation	$2,840,801	DepreciationAmt
Book Value	$16,880,848	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$323,359,063	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
CASH INVESTMENTS	$1,614,825	F
PRIVATE EQUITY	$6,511,433	F
MULTISTRATEGY HEDGE FUNDS	$25,557,507	F
BENEFICIAL INT IN PERP TRUSTS	$45,815,082	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$79,498,847	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDesc	Book ValueBookValueAmt
OTHER ASSETS	$27,148,785
DUE FORM AFFILIATES	$24,667,679
OTHER RECEIVABLES	$17,930,837
RIGHT OF USE ASSETS OPERATING	$25,529,337
UNBILLED RECEIVABLES	-$54,135

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$95,222,503	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDesc	AmtAmt
OTHER LONG-TERM LIABILITIES	$10,660,362
NON-PENSION POST RETIREMENT BE	$4,198,122
DUE TO/FROM AFFILIATE	$12,685,099
UNAMORTIZED BIC	-$2,902,832
ACCUMULATED AMORT BIC	$951,183
LEASE LIABILITY OPERATING	$26,298,595
LEASE LIABILITY FINANCING	$0

Field	Value	IRS element (for citing)
Total Liability	$51,890,529	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4	SHG'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE A SOURCE OF INCOME TO SUPPORT SHG'S TAX EXEMPT PURPOSE OF PROVIDING QUALITY HEALTH CARE SERVICES TO PEOPLE IN SHG'S SERVICE AREA.
PART X, LINE 2	SHG ADOPTED FIN48 IN FISCAL YEAR 2008. THERE IS NO FOOTNOTE DISCLOSURE IN SHS' FISCAL SEPTEMBER 30, 2023 CONSOLIDATED AUDITED FINANCIAL STATEMENTS SINCE THE ADOPTION OF FIN 48 WAS NOT MATERIAL.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Licensed States	MA	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GOLF EVENT	Event1Nm
Gross Receipts Event1	$152,732	GrossReceiptsEvent1Amt
Charitable Contri Event1	$119,732	CharitableContriEvent1Amt
Gross Revenue Event1	$33,000	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$12,508	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$36,000	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$14,106	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$2,160	OtherDirectExpensesEvent1Amt
Event2	5K	Event2Nm
Gross Receipts Event2	$50,563	GrossReceiptsEvent2Amt
Charitable Contri Event2	$33,063	CharitableContriEvent2Amt
Gross Revenue Event2	$17,500	GrossRevenueEvent2Amt
Non Cash Prizes Event2	$790	NonCashPrizesEvent2Amt
Food And Beverage Event2	$146	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$11,979	OtherDirectExpensesEvent2Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$203,295	GrossReceiptsTotalAmt
Charitable Contributions Tot	$152,795	CharitableContributionsTotAmt
Gross Revenue Total Events	$50,500	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$13,298	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$36,000	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$14,252	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$14,139	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$77,689	DirectExpenseSummaryEventsAmt
Net Income Summary	-$27,189	NetIncomeSummaryAmt

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
Percent150	Yes (X)	Percent150Ind
FPG Reference Discounted Care	Yes (true)	FPGReferenceDiscountedCareInd
Percent300	Yes (X)	Percent300Ind
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (true)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	Yes (true)	ExpensesExceedBudgetInd
Unable To Provide Care	false	UnableToProvideCareInd
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	$8,428,266	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$1,976,435	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$6,451,831	NetCommunityBenefitExpnsAmt
Total Expense	0.00620	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$245,218,721	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$216,080,533	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$29,138,188	NetCommunityBenefitExpnsAmt
Total Expense	0.02820	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$253,646,987	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$218,056,968	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$35,590,019	NetCommunityBenefitExpnsAmt
Total Expense	0.03440	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Activities Or Programs	18	ActivitiesOrProgramsCnt
Total Community Benefit Expns	$6,835,305	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$315,077	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$6,520,228	NetCommunityBenefitExpnsAmt
Total Expense	0.00630	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Activities Or Programs	5	ActivitiesOrProgramsCnt
Total Community Benefit Expns	$10,709,712	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$10,709,712	NetCommunityBenefitExpnsAmt
Total Expense	0.01040	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Activities Or Programs	1	ActivitiesOrProgramsCnt
Total Community Benefit Expns	$2,643,058	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$1,950,511	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$692,547	NetCommunityBenefitExpnsAmt
Total Expense	0.00070	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	9	ActivitiesOrProgramsCnt
Total Community Benefit Expns	$125,646	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$125,646	NetCommunityBenefitExpnsAmt
Total Expense	0.00010	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	33	ActivitiesOrProgramsCnt
Total Community Benefit Expns	$20,313,721	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$2,265,588	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$18,048,133	NetCommunityBenefitExpnsAmt
Total Expense	0.01750	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	33	ActivitiesOrProgramsCnt
Total Community Benefit Expns	$273,960,708	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$220,322,556	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$53,638,152	NetCommunityBenefitExpnsAmt
Total Expense	0.05190	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Activities Or Programs	1	ActivitiesOrProgramsCnt
Total Community Benefit Expns	$42,260	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$42,260	NetCommunityBenefitExpnsAmt

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Activities Or Programs	2	ActivitiesOrProgramsCnt
Total Community Benefit Expns	$59,883	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$59,883	NetCommunityBenefitExpnsAmt
Total Expense	0.00010	TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	1	ActivitiesOrProgramsCnt
Total Community Benefit Expns	$13,030	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$13,030	NetCommunityBenefitExpnsAmt

Coalition Building CoalitionBuildingGrp

Field	Value	IRS element (for citing)
Activities Or Programs	1	ActivitiesOrProgramsCnt
Total Community Benefit Expns	$26,000	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$26,000	NetCommunityBenefitExpnsAmt

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Activities Or Programs	1	ActivitiesOrProgramsCnt
Total Community Benefit Expns	$92,701	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$92,701	NetCommunityBenefitExpnsAmt
Total Expense	0.00010	TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	1	ActivitiesOrProgramsCnt
Total Community Benefit Expns	$20,430	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$20,430	NetCommunityBenefitExpnsAmt

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	7	ActivitiesOrProgramsCnt
Total Community Benefit Expns	$254,304	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$254,304	NetCommunityBenefitExpnsAmt
Total Expense	0.00020	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense	$9,575,050	BadDebtExpenseAmt
Bad Debt Expense Attributable	$3,534,170	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$440,340,375	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$508,942,972	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$68,602,597	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost Accounting System	Yes (X)	CostAccountingSystemInd

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	SOUTHCOAST HOSPITALS GROUP INC	BusinessNameLine1Txt

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)
Website Address	http://www.southcoast.org/	WebsiteAddressTxt
State License	V113	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd
Other	ACUTE CARE HOSPITAL	OtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHCOAST HOSPITALS GROUP INC	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 SCHEDULE H, PART V, SECTION C	OwnWebsiteURLTxt
Other Website	Yes (X)	OtherWebsiteInd
Other Website URL	SEE SCHEDULE H, PART V, 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 SCHEDULE H, PART V, 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	150.	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	300.	FPGFamilyIncmLmtDscntCarePct
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Residency Criteria	Yes (X)	ResidencyCriteriaInd
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
Provided Nonprofit Contact	Yes (X)	ProvidedNonprofitContactInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	SEE SCH H, PART V, SECT C	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	SEE SCH H, PART V, SECT C	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	SEE SCH H, PART V, SECT 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
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
Prospective Medicare Medicaid	Yes (X)	ProspectiveMedicareMedicaidInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (12 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, SECTION B, LINE 3E	AS A COMMUNITY BASED HEALTH DELIVERY SYSTEM, SOUTHCOAST HEALTH SYSTEM CONTINUALLY STRIVES TO IDENTIFY THE PRIORITY HEALTH NEEDS OF THE COMMUNITY AND TO ENSURE THAT ITS SERVICES ARE ALIGNED WITH THESE NEEDS. THE COMMUNITY NEEDS ASSESSMENT ASSISTS WITH THIS GOAL BY DOCUMENTING THE MAJOR DEMOGRAPHIC, SOCIOECONOMIC, AND HEALTH TRENDS AMONG SOUTHCOAST RESIDENTS AND BY ENGAGING THE COMMUNITY TO DEVELOP INFORMATION-DRIVEN PRIORITIES AND STRATEGIES THAT CAN BE IMPLEMENTED TO IMPROVE THE OVERALL HEALTH OF SOUTHCOAST RESIDENTS. ALL SIGNIFICANT HEALTH NEEDS ARE IDENTIFIED IN THE CHNA.
PART V, SECTION B, LINE 5	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. Greater New Bedford Community Health Center Father Bill's and Mainspring Community Economic Development Center (CECD) Steppingstone Greater Fall River Food Pantry Marion Institute Brown University Southcoast Health Immigrants Assistance Center (IAC) Veterans Transition House People Acting in Community Endeavors (PACE) Southcoast Behavioral Health Fall River Housing Authority SER Jobs for Progress United Way of Greater New Bedford Interchurch Council of Greater New Bedford (ICC) People Incorporated Community Member WHO serves on PFAC/CBAC New Bedford Police Department Fall River Health Department United Neighbors of Fall River 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 THROUGHOUT THE SOUTHCOAST REGION.
PART V, SECTION B, LINE 6A	SOUTHCOAST HOSPITALS GROUP, INC. CONDUCTS ITS CHNA WITH SOUTHCOAST BEHAVIORAL HEALTH.
PART V, SECTION B, LINE 6B	SOUTHCOAST HOSPITALS GROUP, INC. COLLABORATES WITH SPRINGLINE RESEARCH GROUP.
PART V, SECTION B, LINE 7A	https://www.southcoast.org/wp-content/uploads/2022/09/Southcoast-Health-CH NA-2022.pdf PART V, SECTION B, LINE 7B https://www.southcoastbehavioral.com/about/community-health-needs-assessme nt/
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 YMCA Southcoast Partners for a Healthier Community (CHNA 25)
PART V, SECTION B, LINE 10A	https://www.southcoast.org/wp-content/uploads/2023/04/FY22-FY24-Imp-Strate gy.pdf
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 16A	HTTPS://WWW.SOUTHCOAST.ORG/FINANCIAL-ASSISTANCE/
PART V, SECTION B, LINE 16B	HTTPS://WWW.SOUTHCOAST.ORG/FINANCIAL-ASSISTANCE/
PART V, SECTION B, LINE 16C	HTTPS://WWW.SOUTHCOAST.ORG/FINANCIAL-ASSISTANCE/
PART V, SECTION B, LINES 20A-D	SHG DID NOT ENGAGE IN ANY OF THE ACTIONS IN LINE 19 DURING FY2023.

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 3C	DISCOUNTS ARE AFFORDED TO A "QUALIFYING PATIENT" - PATIENT WHO IS NOT ELIGIBLE FOR OTHER FINANCIAL ASSISTANCE AND WHO IS UNINSURED FOR MEDICALLY NECESSARY HOSPITAL SERVICES. ELIGIBLE BALANCES ARE THOSE AMOUNTS FOR WHICH QUALIFYING PATIENTS HAVE FULL RESPONSIBILITY DUE TO LACK OF INSURANCE. OBLIGATIONS DO NOT INCLUDE CO-INSURANCE, DEDUCTIBLES OR BALANCES DUE AFTER INSURANCE OR OUT-OF-NETWORK SERVICES. A DISCOUNT OF 30% OF THE TOTAL CHARGES WILL BE APPLIED AT THE TIME OF INITIAL BILLING. ADDITIONAL DISCOUNTS MAY BE POSSIBLE BASED ON THE SIZE OF THE BALANCE, TIMELINESS OF PAYMENT AND FINANCIAL NEED. THESE ARE GIVEN INDIVIDUAL CONSIDERATION. SHG WILL SEEK TO ADVISE QUALIFYING PATIENTS WITH RESPECT TO AVAILABILITY OF DISCOUNT PURSUANT TO THIS POLICY AS WELL AS THE AVAILABILITY OF LOW INCOME AND MASSHEALTH BENEFITS. THE FINANCIAL ASSISTANCE POLICY EXPLAINS IN DETAIL THE ELIGIBILITY CRITERIA FOR FINANCIAL ASSISTANCE. INCLUDING FEDERAL POVERTY GUIDELINES WITH A LIMIT OF 150% FOR FREE CARE AND 300% FOR DISCOUNTED CARE, ASSET LEVEL, MEDICAL INDIGENCY, INSURED STATUS, UNDERINSURED STATUS, AND RESIDENCY CRITERIA.
PART I, LINE 7	ACTUAL COST FOR ALL SHG PATIENT SEGMENTS WAS USED TO CALCULATE THE VALUE OF CHARITY CARE.
PART I, LINE 7G	INCLUDED IN SUBSIDIZED HEALTH SERVICES AT COST ARE COSTS AND OFFSETTING REVENUES ASSOCIATED WITH SHG'S INPATIENT REHABILITATIVE SERVICES. SHG IS THE SOLE PROVIDER OF THESE SERVICES IN ITS COMMUNITIES AND PROVIDES SUCH SERVICES AS A COMMUNITY BENEFIT DESPITE THE LOSSES INCURRED.
PART II	Southcoast Hospitals Group engages in several community building activities that promote infrastructure improvement in communities. These aim to address social drivers of health and improve health equity in the South Coast region. Southcoast completed a joint CHNA-CHA in FY21 with the New Bedford and Fall River Health Departments to facilitate better coordination of community-wide health improvement efforts. Through this collaboration, Southcoast has continued to address the health needs that were identified and set the groundwork to launch a joint Community Health Improvement Plan (CHIP) with the City of New Bedford in the upcoming year. Southcoast employees actively participate on numerous coalitions that work to improve the health and wellness of our community. Southcoast is the co-lead organization of the Bristol County Regional Alliance to End the Opioid Crisis, which is a regional coalition focused on increasing communication and collaboration of all entities working to address the opioid epidemic across the South Coast. Additionally, Southcoast representatives lead the Substance Exposed Newborns of SE MA (SENSE) Coalition-a group focused on supporting children born with substance exposure and their families in our community-as well as the Street Homeless Coalition in Fall River, which focuses on supporting unhoused community members in need of resources and support. Southcoast employees also serve on the steering committee for the Homeless Service Provider Network (HSPN) to combat homelessness and the rising costs of affordable housing, the community advisory board for the Southcoast Food Policy Council, which connects, convenes, and advocates for local food producers, consumers, and community leaders who seek policy and systems that strengthen our regional food system, improve community health, and eliminate food insecurity, and on the steering committees for the local area CHNA's in Fall River and New Bedford. In addition to leadership roles, representatives also participate on the One SouthCoast Chamber, and coalitions and task forces focused on early childhood development, substance use disorder, period poverty/mensural inequities, mental health, and overall community wellness. During FY23, the Community Health and Wellness department at Southcoast provided support to further the completion of the Shangri La playground in Wareham. The revitalization of the playground in address and reduce the ongoing flooding issues, install a new basketball court, and include two different play structures for varying ages. Additionally, picnic tables and chairs will be set up to host community gatherings and support community-building initiatives for families. To improve workforce development opportunities in the South Coast region, a new role - the "University Relations Manager" was developed within Southcoast Health. Situated within our Human Resources team, this role focuses on building workforce development through supporting observation, shadowing, and internship opportunities with our local educational systems such as high schools, colleges, and universities. Through this work, the University Relations Manager role can help to create a pipeline for the pursuit of healthcare careers within Southcoast, which (as one of the region's largest employers) can help facilitate the economic mobility of our community members.
PART III, LINE 2	THE COSTING METHODOLOGY USED TO CALCULATE BAD DEBT EXPENSE REPORTED IN PART III, LINE 2 WAS BASED ON A RATIO OF COST TO CHARGE METHODOLOGY. DISCOUNTS AND PAYMENTS ON ACCOUNTS CONSIDERED AS BAD DEBT OFFSET THE TOTAL BAD DEBT EXPENSE RECORDED. PART III, LINE 3 PER SHG'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 SHG CONSIDERS THIS AMOUNT OF BAD DEBT AS A COMMUNITY BENEFIT EXPENSE. PART III, LINE 4 FOR PATIENTS THAT DO NOT QUALIFY FOR CHARITY CARE, SHG RECOGNIZES REVENUE ON THE BASIS OF ITS STANDARD RATES FOR SERVICES PROVIDED BY POLICY. ON THE BASIS OF HISTORICAL EXPERIENCE, A PORTION OF SHG'S UNINSURED PATIENTS WILL BE UNABLE OR UNWILLING TO PAY FOR THE SERVICES PROVIDED. THUS, SHG RECORDS A PROVISION FOR BAD DEBTS RELATED TO UNINSURED PATIENTS IN THE PERIOD THE SERVICES ARE PROVIDED. FOOTNOTE 2 (PAGES 7-8) AND FOOTNOTE 3 (PAGE 13) OF THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS RELATES TO ALLOWANCE FOR DOUBTFUL ACCOUNTS AND BAD DEBTS.
PART III, LINE 8	THE COST ACCOUNTING METHODOLOGY USED IS THE SAME METHODOLOGY USED FOR THE MEDICARE SHORTFALL. THE MEDICARE SHORTFALL SHOULD BE RECOGNIZED AS A COMMUNITY BENEFIT SINCE SHG IS REQUIRED TO PROVIDE SERVICES TO ALL REGARDLESS OF THE ABILITY TO PAY FOR SUCH SERVICES.
PART III, LINE 9B	SHG'S CREDIT AND COLLECTION POLICY CONTAINS PROVISIONS REGARDING COLLECTION PRACTICES TO BE FOLLOWED FOR PATIENTS KNOWN TO QUALIFY FOR CHARITY CARE OR OTHER FINANCIAL ASSISTANCE. FOR INDIVIDUALS DETERMINED TO BE LOW INCOME PATIENTS ANY SERVICES PROVIDED PRIOR TO SUCH DETERMINATION DATE AND NOT COVERED UNDER THE SAFETY NET (HSN), WILL BE WRITTEN OFF AS CHARITY CARE. ANY SERVICE DENIED BY THE HSN FOR MEDICALLY NECESSARY SERVICES WILL ALSO BE CONSIDERED CHARITY CARE. ANY COPAYMENTS OR DEDUCTIBLES FOR MASSHEALTH AND MASSHEALTH MANAGED CARE RECIPIENTS WILL BE CONSIDERED CHARITY CARE IF UNRESOLVED AT THE CONCLUSION OF SHG'S COLLECTION PROCESS. THE FOLLOWING ARE EXEMPT FROM ANY COLLECTION OR BILLING PROCEDURES BEYOND THE INITIAL BILL PURSUANT TO STATE REGULATIONS: 1. PATIENTS ENROLLED IN A PUBLIC HEALTH INSURANCE PROGRAM. SHG MAY SEEK COLLECTION ACTION AGAINST ANY PATIENT ENROLLED IN A PUBLIC HEALTH INSURANCE PROGRAM FOR THEIR REQUIRED COPAYMENTS AND DEDUCTIBLES AS SET FORTH IN EACH PLAN; 2. SHG MAY INITIATE BILLING AND COLLECTION FOR A PATIENT ALLEGING TO PARTICIPATE IN A FINANCIAL ASSISTANCE PROGRAM THAT COVERS THE COSTS OF SHG SERVICES BUT FAILS TO PROVIDE PROOF OF PARTICIPATION; 3. SHG MAY CONTINUE COLLECTION ACTION ON ANY LOW INCOME PATIENT FOR SERVICES RENDERED PRIOR TO THE LOW INCOME DETERMINATION, HOWEVER, COLLECTION ACTION WILL CEASE ONCE ELIGIBILITY IS DETERMINED; AND 4. SHG WILL NOT SEEK COLLECTION FROM AN INDIVIDUAL WHO HAS BEEN APPROVED FOR MEDICAL HARDSHIP UNDER THE MASSACHUSETTS HSN WITH RESPECT TO THE AMOUNT OF THE BILL EXCEEDING THE MEDICAL HARDSHIP CONTRIBUTION. SHG WILL NOT PURSUE COLLECTION FROM A PATIENT INVOLVED IN BANKRUPTCY PROCEEDING AND WILL NOT CHARGE INTEREST IN AN OVERDUE BALANCE OF A LOW INCOME PATIENT.
PART VI, LINE 2	In addition to completing a regional community health needs assessment (CHNA) every three years, Southcoast leads and participates in over 20 community coalitions and numerous initiatives every year that collect and analyze information about the social and health care needs of the residents living in the South Coast Region. These activities include: (1) tracking hospital data that informs community needs, such as the number of patients reporting homelessness, overdose data, and food insecurity; and (2) working with coalition partners to conduct outreach/surveys and focus groups to hear directly from the community.
PART VI, LINE 3	Southcoast assists individuals in applying for financial assistance with state and public assistance programs through our Patient Financial Services team. This team works with individuals to identify opportunities to cover patient expenses, including offering payment plans, discussing government benefits such as Medicaid or state programs, and assists the patient with qualification for such programs, where applicable. Southcoast's financial counselors are Certified Application Counselors (CAC) certified and are available to assist individuals determine eligibility for various health insurance programs. These counselors can also assist with enrollment paperwork and application submissions. Southcoast shares this information in English, Spanish, and Portuguese throughout our inpatient and outpatient facilities, and on our website. Southcoast also provides information related to financial assistance in patient facing areas and entry points, including contact information. A summary of the financial policy is included as a backer on all patient statements as well to ensure every patient has access to this information.
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. As the population continues to age, our community is likely to become more diverse in concert with these trends. 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. Newcomers often experience numerous barriers to health including language access, health literacy (involved in navigating a new healthcare delivery system), lack of insurance, and socioeconomic barriers. 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 small 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. 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. 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. Socioeconomic deprivation in this region is a significant barrier that must be addressed in our efforts to pursue health equity. 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. Not surprisingly, a lower percentage of students in these community's plan to attend college: only 54% of students in Fall River and 51% of students in New Bedford plan to pursue a college education. In both cities, most of the population 25 years of age or older has never attended a college or university. Housing: Housing affordability is a social driver 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. Exposure to contaminants through pathways from the air, water, soil, and food can lead to extreme health issues. Social and environmental factors can also elevate the risk of contracting chronic diseases through several avenues, including via shaping health behaviors (e.g., activity level, nutrition, smoking) 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. 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 opiate 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 February 2020 (pre-pandemic). In fact, the number of SNAP recipients increased by 9.5% in just two months from before the pandemic (February 2020) to the time when many of the COVID-19 related restrictions were in place in April 2020.
PART VI, LINE 5	Southcoast invests in initiatives and programs designed to address pressing health issues across our region. We collaborate with numerous community partners to adopt best practices in community benefits needs assessment, planning and implementation, with the shared goal of improving the health and wellness of our communities. Targeted activities included: Economic Opportunity: As part of our work to improve early childhood development we are the lead implementation partner of The Basics, Southcoast in partnership with The Health Equity Early Development (HEED) Coalition. Science shows that 80% of brain growth happens by the age of three, and the Basics are five parenting and caregiving principles that support social, emotional, and cognitive development in children from birth to age three. In addition to supporting early childhood development, Southcoast also has developed key pathways for high school and college level student learning and training through our clinical rotation programs. These opportunities include shadowing, mentorships, and rotational support in nursing, medical residency, radiology, rehabilitation and more. Behavioral Health Needs: During FY23, The New Beginnings Program became formally recognized as a Mom's Do Care (MDC) Site. MDC is a statewide program designed to provide multidisciplinary, peer led, recovery oriented, wrap-around support for pregnant, postpartum, and parenting women with a history of substance use. Eligible women are 18 or older, are pregnant or parenting a child 36 months or younger and are concerned about their current or past experiences with substances. With this designation and additional support, the multidisciplinary care team has expanded to include family advocates, peer recovery coaches, and a social worker. In addition to maintaining prenatal support, postpartum support has increased to three years post-birth. Wellness & Chronic Disease: FY23 is the second year of the Community Wellness Program. The program utilizes two electric SUVs that travel into the community to provide preventative health screenings, education, vaccination services and street outreach. The team is comprised of two Community Outreach Specialists (similar to a Community Health Worker), a LPN, and an RN Addiction Nurse Specialist. The Community Outreach Specialists attended over 20 community-based events during FY23 to provide education and resources to attendees. While the Street Outreach program, continued its' work to support those who are homeless, suffering from a SUD and/or mental health need. Street outreach is done in partnership with SSTAR and Stepping Stone's project FAIRH program. The team goes to the homeless encampments providing triage to individuals in need working to connect them to resources where they are at. Wellness & Chronic Disease: In addition to the Community Wellness Program, we are focused on chronic disease prevention, education, and screening opportunities. In FY23, Southcoast provided 40 free online seminars on health education topics such as breast cancer, weight loss, advance care planning, orthopedics, heart health, lung cancer, hospital and palliative care, colon cancer and women's health. Southcoast also provided free monthly walks and chair yoga at the YMCA Gleason Facility in Wareham, through the Be Well Wareham Program, and weekly free Baby Caf drop-in sessions, where individuals who are breastfeeding, new mothers and/or mothers who need support can attend for education and support through certified lactation consultants. In addition, Southcoast works to address the region's high food insecurity need through partnering with regional organizations to provide local, healthy, low-cost produce and meal opportunities such as farmer's markets and mobile pop-up markets. Health Access & Equity: The last year saw continued utilization and expansion of the Southcoast Resource Connect platform, which is a resource directory for free or low-cost services with a wide range of behavioral health and community resources to assist individuals and families who may be facing difficult life challenges. This resource is now leveraged to provide support after Health-Related Social Needs (HRSN) screenings, during which patients report needs relevant to social drivers of health (SDoH) like housing instability and food insecurity. During FY23, there were 12,173 unique users that accessed the resource directory with the top search being for food resources, which is almost a 65% increase in usage from FY22. Southcoast also provided 390 rides to individuals for transportation to and from medical appointments throughout the course of the fiscal year. Collaboration: Coalition building is an important activity that promotes coordination and collaboration through the effective use of limited community resources, and every year Southcoast staff lead and participate in several community coalitions across the region. We actively participated on over 20 coalitions region-wide to address the pressing social conditions that impact health including access to safe and affordable housing, transportation, food security, educational attainment, employment, environmental justice and mental health and substance use disorders. ADDITIONALLY, SHG PROMOTES THE HEALTH OF THE COMMUNITY IN OTHER WAYS, SUCH AS: (1) THE MAJORITY OF THE SHG 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	The Southcoast Health Community Benefits program works with other 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, maximize population health impact, and advance health equity. 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	YES, AN ANNUAL REPORT IS FILED WITH THE OFFICE OF THE MASSACHUSETTS ATTORNEY GENERAL.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (13 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
CHILDREN'S ADVOCACY CNTR OF BRISTOL COUNTY
58 ARCH STREET	FALL RIVER	MA	02724	043135548	501(C)(3)	$15,000	COMMUNITY OUTREACH AND SUPPORT SERVICES
BOYS AND GIRLS CLUB OF GREATER NEW BEDFORD
166 JENNEY STREET	NEW BEDFORD	MA	02740	042104752	501(C)(3)	$6,000	SUPPORT SERVICES
MASSACHUSETTS TAXPAYERS FOUNDATION
333 WASHINGTON STREET SUITE 853	BOSTON	MA	02108	041590310	501(C)(3)	$5,495	MEMBERSHIP CONTRIBUTIONS FOR PROGRAM SUPPORT
SOUTHCOAST COMMUNITY FOUNDATION
128 UNION STREET UNIT 403	NEW BEDFORD	MA	02740	043280353	501(C)(3)	$5,800	COMMUNITY OUTREACH
TOWN OF WAREHAM
54 MARION ROAD	WAREHAM	MA	02571	046001336	MUNICIPALITY		SUPPORT SERVICES PLAYGROUND EQUIPMENT	$10,530	FMV	PLAYGROUND EQUIPMENT
UNITED WAY OF GREATER NEW BEDFORD
128 UNION STREET SUITE 150	NEW BEDFORD	MA	02740	042104264	501(C)(3)	$12,500	COMMUNITY OUTREACH AND SUPPORT SERVICES
ONE SOUTHCOAST CHAMBER
227 UNION STREET	NEW BEDFORD	MA	02742	843311136	501(C)(3)	$28,855	COMMUNITY OUTREACH
FRIENDS OF JACK FOUNDATION
PO BOX 419	MATTAPOISETT	MA	02739	834424674	501(C)(3)	$10,000	COMMUNITY OUTREACH
UNIVERSITY OF MASSACHUSETTS DARTMOUTH
285 OLD WESTPORT ROAD	DARTMOUTH	MA	02747	043167352	501(c)(3)	$10,000	COMMUNITY OUTREACH
GRAY MATTER MARKETING
87 COL CHRISTOPHER GREENE RD	PORTSMOUTH	RI	02871	411493213	C CORP	$7,500	COMMUNITY OUTREACH
THE MARION INSTITUTE
202 SPRING STREET	MARION	MA	02738	043206583	501(C)(3)	$25,000	COMMUNITY OUTREACH, SUPPORT SERVICES, AND EDUCATIONAL SERVICES
SOUTHCOAST VISITING NURSE ASSOCIATION INC
200 MILL ROAD SUITE 120	FAIRHAVEN	MA	02719	042105745	501(C)(3)	$6,674	SUPPORT SERVICES
REGIONAL CENTER FOR POISON CONTROL AND PREVENTION
300 LONGWOOD AVENUE	BOSTON	MA	02115	042774441	501(C)(3)	$30,000	SUPPORT SERVICES

Field	Value	IRS element (for citing)
Total501c3 Org	12	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	ONCOLOGY PATIENT SUPPORT	GrantTypeTxt
Recipient	109	RecipientCnt
Non Cash Assistance	$52,010	NonCashAssistanceAmt
Valuation Method Used	COST	ValuationMethodUsedDesc
Non Cash Assistance	GIFT CARDS	NonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	SOUTHCOAST COMMUNITY HEALTH AND WELLNESS DEPARTMENT REQUIRES ALL GRANTEES TO SUBMIT SIX AND TWELVE MONTH REPORTS ON PROJECT RESULTS INCLUDING RESULTS OF "SMART" GOALS THAT ARE A REQUIREMENT OF THE GRANT APPLICATION. SHG ALSO MAINTAINS COMMUNICATION WITH GRANTEES DURING THE GRANT PERIOD TO DETERMINE OPPORTUNITIES FOR COLLABORATION WITH OTHER COMMUNITY BENEFITS PROGRAMMING.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
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	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 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	$115,000	$0	$500,000	$0	$3,844,953	$0	$18,300	$0	$21,907	$0	$4,500,160	$0	$903,000	$0
RAYFORD S KRUGER MD
PRESIDENT & CEO	$780,000	$62,500	$387,000	$0	$9,752	$513,597	$206,700	$17,400	$6,609	$8,922	$1,390,061	$602,419	$0	$0
WADE BROUGHMAN
EVP FIN/CFO & Treasurer	$751,100	$0	$150,200	$0	$126,027	$0	$18,300	$0	$17,860	$0	$1,063,487	$0	$0	$0
RENEE CLARK
EVP/COO (SHG)/ ASST. CLERK	$751,100	$0	$150,200	$0	$118,708	$0	$130,965	$0	$21,394	$0	$1,172,367	$0	$114,300	$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
LAUREN DESIMON JOHNSON
SVP/ CHRO	$451,500	$0	$67,700	$0	$53,505	$0	$86,025	$0	$21,394	$0	$680,124	$0	$59,250	$0
MARK LACOMBE
DIRECTOR IT ENG SYST NETWORK	$179,133	$0	$0	$0	$148,992	$0	$13,130	$0	$19,330	$0	$360,585	$0	$0	$0
JAMES FEEN
SVP/CIO	$495,600	$0	$86,700	$0	$2,838	$0	$93,373	$0	$21,994	$0	$700,505	$0	$0	$0
STEPHEN CANESSA
SVP CHIEF BRAND STRATEGY OFFCR	$477,000	$0	$71,600	$0	$71,138	$0	$89,850	$0	$20,715	$0	$730,303	$0	$54,810	$0
JAQUELINE SOMERVILLE
SVP/CNO	$410,800	$0	$61,600	$0	$74,260	$0	$28,445	$0	$17,860	$0	$592,965	$0	$0	$0
ANA LAUS
TRUSTEE (UNTIL 12/2022)	$0	$279,615	$0	$49,646	$0	$117,142	$0	$17,680	$0	$679	$0	$464,762	$0	$0
STEPHEN PIRES
SVP INSURANCE & RISK MGMT	$318,000	$0	$47,700	$0	$61,535	$0	$18,300	$0	$17,860	$0	$463,395	$0	$0	$0
TONYA JOHNSON
SVP & COO	$357,979	$0	$55,200	$0	$0	$0	$18,300	$0	$21,380	$0	$452,859	$0	$0	$0
PATRICIA BUIOCCHI
SVP POST ACUTE CARE NETWORK	$316,774	$0	$28,200	$0	$0	$0	$0	$0	$771	$0	$345,745	$0	$0	$0
CHARLES E CUSSON JR
ED TALENT MGMT AND ORG CAPTLY	$321,234	$0	$6,350	$0	$381	$0	$0	$0	$5,940	$0	$333,905	$0	$0	$0
SALMAN BASHIR MD
TRUSTEE	$0	$0	$0	$0	$5,138	$0	$0	$0	$0	$0	$5,138	$0	$0	$0
MARK CALE
CFO SHG & SVP FINANCE SHS	$415,000	$0	$62,300	$0	$31,998	$0	$0	$0	$21,346	$0	$530,644	$0	$0	$0
ROBERT RONAN MD
TRUSTEE (AS OF 1/23)	$0	$0	$0	$0	$27,900	$0	$0	$0	$0	$0	$27,900	$0	$0	$0
JADENE ELDEN
VP REVENUE CYCLE	$288,750	$0	$36,100	$0	$253	$0	$12,272	$0	$1,391	$0	$338,766	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	ONE KEY EMPLOYEE RECEIVED A GROSS UP FOR RELOCATION REIMBURSEMENTS. THIS BENEFIT WAS INCLUDED IN THEIR W-2 TAXABLE INCOME.
PART I, LINE 4A	THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT FROM THE ORGANIZATION: KEITH HOVAN $2,037,080 MARK LACOMBE $148,550
PART I, LINE 4B	OFFICERS, DIRECTORS, AND KEY EMPLOYEES WHO ARE EMPLOYEES OF SHG PARTICIPATE IN SHG'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 STEPHEN CANESSA - $80,318 WADE BROUGHMAN - $112,665 JAQUELINE SOMERVILLE - $61,620 LAUREN DESIMON JOHNSON - $59,803 STEPHEN PIRES - $47,700 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 I, LINE 7	THE SOUTHCOAST HEALTH SYSTEM EXECUTIVE COMPENSATION PLAN (THE PLAN) ESTABLISHED 10/15/2008, AND UPDATED FROM TIME TO TIME, IS GOVERNED BY THE COMPENSATION COMMITTEE (THE COMMITTEE) OF THE BOARD OF TRUSTEES (BOARD) OF SOUTHCOAST HEALTH SYSTEM. THE PLAN OUTLINES GOALS, ADMINISTRATION, ELIGIBILITY, PARTICIPATION, PERFORMANCE MEASUREMENT, AND PLAN FUNDING. LUMP SUM CASH AWARDS ARE EARNED BY DESIGNATED EXECUTIVES AT SPECIFIC TARGET LEVELS BASED ON JOB LEVEL: BOTH AWARD AMOUNTS PAID AND ELIGIBILITY ARE DETERMINED SOLELY AT THE BOARD'S DISCRETION. THE PLAN REMAINS IN EFFECT AT THE DISCRETION AND JUDGEMENT OF THE COMMITTEE.
PART II	THE FOLLOWING TRUSTEES ARE COMPENSATED BY AN UNRELATED ORGANIZATION FOR SERVICES RENDERED TO SHG. SOUTHERN NEW ENGLAND RADIOLOGY PAID THEM COMPENSATION IN THE AMOUNTS NOTED BELOW RELATED TO SERVICES PROVIDED TO SHG. SALMAN BASHIR, MD - $4,238 ROBERT RONAN, MD - $25,500
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. RENEE CLARK - $114,300 KEITH HOVAN - $903,000 STEPHEN CANESSA - $54,810 LAUREN DESIMON JOHNSON - $59,250

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Mass Development and Finance Agency
A	043431814	57584YH28	2021-02-04	$104,489,523	REFINANCING & CONSTRUCTION/RENOVAT	false	false	false
Mass Development and Finance Agency
B	043431814	999999999	2012-01-31	$46,965,000	Refinancing	false	false	false
Mass Development and Finance Agency
C	043431814	57583UTY4	2013-02-14	$60,879,456	Construct/renovate care centers	false	false	false
MASS DEVELOPMENT AND FINANCE AGENCY
D	043431814	57586C6T7	2018-11-01	$38,480,000	REFINANCING	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$0	$0	$104,489,523	$0	$0	$0	$1,503,621	$0	$0	$52,082,522	$42,759,345	$8,144,035	2023	Yes (true)	false	false	Yes (true)
B	$0	$0	$46,965,000	$0	$0	$0	$254,694	$0	$0	$0	$46,710,306	$0	2012	Yes (true)	false	Yes (true)	false
C	$0	$0	$60,879,456	$0	$0	$0	$759,501	$0	$0	$60,119,955	$0	$0	2014	false	false	Yes (true)	false
D	$0	$0	$38,480,000	$0	$0	$0	$198,723	$0	$0	$0	$38,281,277	$0	2018	Yes (true)	false	Yes (true)	false

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	Yes (true)	Yes (true)	false	false	0.00000	0.00000	0.00000	false	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	false		0.00030	0.00130	0.00160	false	false	false	Yes (true)
C	false	false	false		false		0.00000	0.00000	0.00000	false	false	false	Yes (true)
D	false	Yes (true)	Yes (true)	Yes (true)	false		0.00100	0.00060	0.00160	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	Yes (true)	false	false	false	false	false	0	false	Yes (true)
0
B	false	false	false	Yes (true)	false	false	false	0	false	Yes (true)
0
C	false	false	false	Yes (true)	false	false	false	0	false	Yes (true)
0
D	false	Yes (true)	false	false	Yes (true)	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART IV, LINE 2C	FormAndLineReferenceDesc
Explanation	REBATE COMPUTATIONS WERE PERFORMED ON THE FOLLOWING DATES: A - 10/7/2022 B - 2/7/2023 C - 10/7/2022	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (10 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
HAILEY CLARK
FAMILY MEMBER OF OFFICER	$71,865	COMPENSATION	false
SHAWN MYERS
FAMILY MEMBER OF OFFICER	$77,415	COMPENSATION	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$1,261,965	SERVICES	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$430,973	SUPPLIES	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$770,879	SUPPLIES	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$102,576	SUPPLIES	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$4,211,220	SERVICES	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$4,290,163	SERVICES	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$35,221,441	SERVICES	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$40,721,310	SERVICES	false

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	5	ContributionCnt
Noncash Contributions Rpt F990	$55,642	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market Value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	event items	15	$1,929	cost/sales price
Yes (X)	OTHER	3	$791	cost/sales price

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B)	FormAndLineReferenceDesc
Explanation	THE AMOUNT REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (22 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1 AND PART III, LINE 1:	SOUTHCOAST HOSPITALS GROUP (SHG) OWNS AND OPERATES THREE COMMUNITY BASED ACUTE CARE HOSPITALS - CHARLTON MEMORIAL HOSPITAL IN FALL RIVER, ST LUKE'S HOSPITAL IN NEW BEDFORD AND TOBEY HOSPITAL IN WAREHAM, MA. SHG SERVES AS THE SAFETY NET PROVIDER TO A CULTURALLY DIVERSE AND ECONOMICALLY CHALLENGED REGION WITH GOVERNMENT SPONSORED PROGRAMS COVERING APPROXIMATELY 70% OF ITS PATIENTS. IN SOME COMMUNITIES, SHG IS THE SOLE PROVIDER OF HOSPITAL SERVICES AND IN ITS REGION THE SOLE PROVIDER OF ADVANCED CLINICAL SERVICES SUCH AS OPEN HEART SURGERY AND OTHER ADVANCED CARDIAC SERVICES, MATERNITY AND NEONATAL INTENSIVE CARE SERVICES. SOUTHCOAST PROVIDES ADVANCED EMERGENCY CARE 24 HOURS PER DAY, 7 DAYS A WEEK AT ALL THREE HOSPITALS.
PART VI, SECTION A, LINE 1:	THE EXECUTIVE COMMITTEE SHALL, EXCEPT AS PROHIBITED BY LAW OR LIMITED BY THE BOARD, HAVE ALL THE POWERS OF THE BOARD IN CONNECTION WITH THE MANAGEMENT AND OPERATION OF SHG BETWEEN MEETINGS OF THE BOARD RELATED TO URGENT MATTERS WHICH THE COMMITTEE DETERMINES CANNOT WAIT FOR THE NEXT REGULARLY SCHEDULED BOARD MEETING, INCLUDING DELEGATION OF AUTHORITY, EXCEPT IN REMOVING ANY MEMBER OF THE MEDICAL STAFF. ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE FULLY REPORTED TO THE BOARD AT ITS NEXT MEETING.
PART VI, SECTION A, LINE 2:	CERTAIN OFFICERS AND TRUSTEES OF SHG 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 A, LINE 6:	THE SOLE MEMBER OF SHG IS SOUTHCOAST HEALTH SYSTEM, INC (SHS), A CHARITABLE ORGANIZATION ACTING THROUGH ITS BOARD OF TRUSTEES.
PART VI, SECTION A, LINE 7A:	TRUSTEES ARE ELECTED AND REMOVED AND SHALL OTHERWISE SERVE AS SET FORTH IN THE BYLAWS OF ITS SOLE CORPORATE MEMBER, SHS.
PART VI, SECTION A, LINE 7B:	THE GOVERNANCE OF SHG IS VESTED IN THE BOARD OF TRUSTEES AND IT MAY EXERCISE ALL POWERS OF THE CORPORATION EXCEPT THOSE POWERS RESERVED TO SHS BY LAW, THE ARTICLES OF ORGANIZATION, OR SHG'S BYLAWS.
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 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, DIRECTORS 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 DISLCOSURES, 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 INTERESTS 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 ANY BOARD OR 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 B, LINE 15:	COMPENSATION FOR ALL VICE PRESIDENTS AND THE SENIOR LEADERSHIP TEAM (SLT) IS ESTABLISHED USING THE FOLLOWING PROCEDURES:(1) REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE OF SHS WITHOUT THE INVOLVEMENT OF PERSONS WITH CONFLICT OF INTEREST IN RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE; (2) USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED HEALTH SYSTEMS. THE COMPENSATION COMMITTEE ENGAGED THE SERVICES OF AN INDEPENDENT HUMAN RESOURCE CONSULTING FIRM ("CONSULTANT") TO PROVIDE UPDATED COMPENSATION DATA AND ASSESS THE REASONABLENESS OF THE TOTAL COMPENSATION PROVIDED TO SHG EXECUTIVES. THIS INCLUDED RELATIVE COMPETITIVE MARKET PRACTICE INFORMATION FOR THE NORTHEAST REGION MARKET OBTAINED FROM TWO HEALTHCARE EXECUTIVE COMPENSATION SURVEYS THAT WERE PREPARED BY INDEPENDENT FIRMS. THE CONSULTANT ALSO COMPILED NATIONAL MARKET DATA FROM THREE COMMERCIALLY AVAILABLE HEALTHCARE EXECUTIVE COMPENSATION SURVEYS PREPARED BY INDEPENDENT FIRMS: AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS.
PART VI, SECTION C, LINE 19:	SHG 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:	TRANSFERS AMONG AFFILIATES ($65,813,797) POST RET. AND OTHER CHANGES IN NET ASSETS $ 3,169,414 CHANGE IN VALUE OF PERPETUAL TRUSTS $ 6,649,776 ENDOWMENT TRANSFERS $ 1,687,845 TEMP RESTRICTED CONTRIBUTIONS AND PLEDGES $ 1,255,546 RELEASES FOR OPS ($ 3,094,546) RELEASES FOR PPE ($ 1,684,436) RESERVE FOR FEMA FUNDING ($ 9,050,360) ______________ TOTAL ($66,880,558)
PART XII, LINE 2A & 2B:	FINANCIAL RESULTS FOR SHG ARE INCLUDED IN THE SOUTHCOAST HEALTH SYSTEM, INC. AND AFFILIATES CONSOLIDATED FINANCIAL STATEMENTS AS OF AND FOR THE YEARS ENDED SEPTEMBER 30, 2022 AND 2023 WHICH WERE ISSUED WITH AN INDEPENDENT AUDITOR'S REPORT WITH AN UNQUALIFIED AUDIT OPINION. INCLUDED IN THESE AUDITED FINANCIAL STATEMENTS IS SUPPLEMENTAL CONSOLIDATED INFORMATION FOR THE YEAR ENDED SEPTEMBER 30, 2023. NO STAND ALONE AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR SHG FOR THE YEAR ENDED SEPTEMBER 30, 2023.
FORM 990 PART IX LINE 11G	DESCRIPTION:CONTRACT PHYSICIANS TOTAL FEES:56688614
FORM 990 PART IX LINE 11G	DESCRIPTION:CONSULTING TOTAL FEES:7380133
FORM 990 PART IX LINE 11G	DESCRIPTION:COURIER SERVICES TOTAL FEES:364957
FORM 990 PART IX LINE 11G	DESCRIPTION:OUTSOURCED SERVICES TOTAL FEES:20363508
FORM 990 PART IX LINE 11G	DESCRIPTION:PAYROLL FEES TOTAL FEES:24094
FORM 990 PART IX LINE 11G	DESCRIPTION:CLEANING TOTAL FEES:852177
FORM 990 PART IX LINE 11G	DESCRIPTION:RECRUITMENT/AGENCY FEES TOTAL FEES:910234
FORM 990 PART IX LINE 11G	DESCRIPTION:COLLECTION/BILLING SVC TOTAL FEES:4513998
FORM 990 PART IX LINE 11G	DESCRIPTION:AGENCY STAFF TOTAL FEES:35407167

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHCOAST HEALTH SURGICAL HOLDINGS LLC	BusinessNameLine1Txt

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)
EIN	881860825	EIN
Primary Activities	HOLDING CO.	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Total Income	-$4,169	TotalIncomeAmt
End Of Year Assets	$1,120,200	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	SHG	BusinessNameLine1Txt

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 HEALTH SYSTEM INC
101 PAGE ST	NEW BEDFORD	MA	02740	042794625	SUPP. SHG	MA	501(c)(3)	12, III-FI	NA	false
SOUTHCOAST PHYSICIANS GROUP INC
200 MILL RD STE 180	FARIHAVEN	MA	02719	222703314	PHYS. SVCS.	MA	501(c)(3)	10	SHS	Yes (true)
SOUTHCOAST VENTURESINC
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 AVE	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	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Legal Domicile StateLegalDomicileStateCd
COASTLINE PROFESSIONAL ASSURANCE CO
PO Box Grand Cayman	GRAND CAYMAN	CJ	980445031	INSURANCE	CJ	SHS	Corp	Yes (true)
HEALTH MANAGEMENT INITIATIVES INC
			042998712	COMM RENTAL		SHS	Corp	Yes (true)	363 HIGHLAND AVE	FALL RIVER	MA	02720	MA
CHARITABLE REMAINDER TRUST (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	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	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	Yes (true)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	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 (9 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Southcoast Physicians Group Inc
J	$1,988,372	CASH
Southcoast Physicians Group Inc
O	$1,343,182	CASH
Southcoast Physicians Group Inc
P	$58,879,392	CASH
Southcoast Physicians Group Inc
Q	$4,835,664	CASH
Southcoast Visiting Nurse Assoc Inc
O	$217,483	CASH
Southcoast Visiting Nurse Assoc Inc
Q	$1,423,486	CASH
Coastline Professional Assurance Corp
P	$4,270,266	CASH
SOUTHCOAST HEALTH AMBASSADORS INC
O	$102,852	CASH
HEALTH MANAGEMENT INITIATIVES INC
K	$261,302	CASH