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SOUTHCOAST HOSPITALS GROUP INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SOUTHCOAST HOSPITALS GROUP INC (EIN 22-2592333)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-08-15
IRS object ID
202332279349304318
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-15T17:02:20-05:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PWC US TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SEAPORT BLVD SUITE 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222592333EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Southcoast Hospitals Group IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% WADE BROUGHMANInCareOfNm
Business Name ControlSOUTBusinessNameControlTxt
Phone5089615000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 Page StreetAddressLine1Txt
CityNew BedfordCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02740ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWADE BROUGHMANPersonNm
Person TitleEXEC VP FIN & CFOPersonTitleTxt
Phone5089615000PhoneNum
Signature2023-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWADEPersonFirstNm
Person LastBROUGHMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL J TANISPreparerPersonNm
PTINP01441612PTIN
Phone6175305000PhoneNum
Preparation2023-08-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRAYFORD KRUGERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 PAGE STREETAddressLine1Txt
CityNew BedfordCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02740ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,197,027,507GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.southcoast.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO 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 Body17VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee6718TotalEmployeeCnt
Total Volunteers116TotalVolunteersCnt
Total Gross UBI$1,364,741TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,046,285NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,653,909PYContributionsGrantsAmt
CY Contributions Grants$40,575,749CYContributionsGrantsAmt
PY Program Service Revenue$917,286,511PYProgramServiceRevenueAmt
CY Program Service Revenue$939,032,538CYProgramServiceRevenueAmt
PY Investment Income$33,010,277PYInvestmentIncomeAmt
CY Investment Income$39,683,896CYInvestmentIncomeAmt
PY Other Revenue$670,238PYOtherRevenueAmt
CY Other Revenue$546,460CYOtherRevenueAmt
PY Total Revenue$959,620,935PYTotalRevenueAmt
CY Total Revenue$1,019,838,643CYTotalRevenueAmt
PY Grants And Similar Paid$64,445PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$351,348CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$437,607,064PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$464,394,881CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$125,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$5,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,890,180CYTotalFundraisingExpenseAmt
PY Other Expenses$451,545,021PYOtherExpensesAmt
CY Other Expenses$516,221,934CYOtherExpensesAmt
PY Total Expenses$889,341,530PYTotalExpensesAmt
CY Total Expenses$980,973,163CYTotalExpensesAmt
PY Revenues Less Expenses$70,279,405PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$38,865,480CYRevenuesLessExpensesAmt
Total Assets BOY$1,265,624,200TotalAssetsBOYAmt
Total Assets EOY$991,182,909TotalAssetsEOYAmt
Total Liabilities BOY$568,584,414TotalLiabilitiesBOYAmt
Total Liabilities EOY$449,075,037TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$697,039,786NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$542,107,872NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$815,065,233ExpenseAmt
Grant$351,348GrantAmt
Revenue$939,032,538RevenueAmt
DescSOUTHCOAST PROVIDES INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO IMPROVE THE HEALTH AND WELLNESS OF INDIVIDUALS IN ITS COMMUNITIES. SOUTHCOAST RECORDED 196,749 INPATIENT DAYS, PERFORMED 15,726 SURGERIES AND 10,341 ENDOSCOPIES, PROVIDED 3,220,426 LABORATORY TESTS, PERFORMED 415,113 RADIOLOGICAL PROCEDURES, 192,194 PHYSICAL MEDICINE VISITS, 665 PCI CORONARY INTERVENTIONS, 2,068 DIAGNOSTIC CATHERIZATIONS, 379 OPEN HEART SURGERIES, 1,538 ELECTROPHYSIOLOGY CASES, 626 CORONARY DEVICE IMPLANTS, 2,895 NEWBORN ADMISSIONS, PERFORMED 35,726 RADIATION AND MEDICAL CHEMOTHERAPY TREATMENTS AND CARED FOR 155,154 EMERGENCY ROOM PATIENTS 24 HOURS A DAY 7 DAYS A WEEK REGARDLESS OF THEIR ABILITY TO PAY FOR SUCH SERVICES. IN FY2022 SHG HAD 21,576 COVID INTERACTIONS, MADE UP OF 1,291 INPATIENT DISCHARGES AND 20,285 OP VISITS.Desc
Total Program Service Expenses$815,065,233TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document249IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee6718EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonWADE BROUGHMANPersonNm
Phone5089732905PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 PAGE STREETAddressLine1Txt
CityNew BedfordCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02740ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndKey EmployeeKeyEmployeeInd
KEITH HOVAN
PRESIDENT & CEO (UNTIL 1/22)58.014.5Yes (X)Yes (X)$2,073,393$0$344,963
RAYFORD KRUGER MD
PRESIDENT & CEO (AS OF 3/22)41.531.0Yes (X)Yes (X)$0$1,247,543$45,373
RENEE CLARK
EVP/COO (SHG)/ ASST. CLERK45.027.5Yes (X)$1,054,119$0$181,423
WADE BROUGHMAN
EVP FIN/CFO & Treasurer60.012.5Yes (X)$1,093,794$0$34,680
MICHAEL COFONE
SVP FINANCE (UNTIL 12/21)60.00.0$737,705$0$93,913Yes (X)
STEPHEN CANESSA
SVP CHIEF BRAND STRATEGY OFFCR60.00.0$654,570$0$123,263Yes (X)
JAMES FEEN
SVP/CIO60.00.0$617,574$0$128,879Yes (X)
LAUREN DESIMON JOHNSON
SVP/ CHRO60.00.0$544,116$0$118,013Yes (X)
ILANA FEINERMAN MD
TRUSTEE1.544.5Yes (X)$0$591,757$25,541
JAQUELINE SOMERVILLE
SVP/CNO60.00.0$566,658$0$32,358Yes (X)
TONYA JOHNSON
VP OPERATIONS60.00.0$390,936$0$38,044Yes (X)
ANA LAUS
TRUSTEE (AS OF 1/22)1.544.5Yes (X)$0$408,612$15,780
JAMES WITKOWSKI MD
TRUSTEE (UNTIL 12/21)1.544.5Yes (X)$0$363,990$46,863
STEPHEN PIRES
SVP INSURANCE & RISK MGMT60.00.0$367,856$0$34,680Yes (X)
ROBERT SWANN
VP/ ACNO SLH60.00.0$354,519$0$17,280Yes (X)
JADENE ELDEN
VP REVENUE CYCLE60.00.0$329,893$0$1,391Yes (X)
JAY S SCHACHNE MD
TRUSTEE1.544.5Yes (X)$0$6,802$408
SALMAN BASHIR MD
TRUSTEE1.56.0Yes (X)$1,100$0$0
JASON RUA
TRUSTEE1.57.0Yes (X)$0$0$0
LOUIS CABRAL
CHAIR2.59.0Yes (X)Yes (X)$0$0$0
JAMES JEROME COOGAN
Clerk2.57.5Yes (X)Yes (X)$0$0$0
W HUGH M MORTON
Trustee1.54.5Yes (X)$0$0$0
DENNIS J FUSCO
Trustee1.54.5Yes (X)$0$0$0
DONALD G GIUMETTI
VICE CHAIR2.510.0Yes (X)Yes (X)$0$0$0
ELIZABETH HUIDEKOPER
TRUSTEE1.56.0Yes (X)$0$0$0
CHRISTOPHER HODGSON
TRUSTEE1.54.5Yes (X)$0$0$0
HELENA DASILVA HUGHES
TRUSTEE1.54.5Yes (X)$0$0$0
JONATHAN L ROUNDS
TRUSTEE1.54.5Yes (X)$0$0$0
HEIDI A KOSTIN
TRUSTEE1.54.5Yes (X)$0$0$0
CARMEN F SYLVESTER
TRUSTEE1.54.5Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$8,786,233TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,618,704TotReportableCompRltdOrgAmt
Total Other Compensation$1,282,852TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K782IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CROSS COUNTRY STAFFING
PO BOX 404674ATLANTAGA30384STAFFING$4,660,108
NORTH AMERICAN PARTNERS IN ANESTHES
68 SOUTH SERVICE ROADMELVILLENY11747ANESTHESIA SERVICES$6,127,420
SUFFOLK CONSTRUCTION COMPANY
65 ALLERTON STREETBOSTONMA02119CONSTRUCTION$18,171,905
QUEST DIAGNOSTICS
PO BOX 740709ATLANTAGA30374LAB SERVICES$5,369,020
CANNON COCHRAN MANAGEMENT SERVICE
PO BOX 2205INDIANAPOLISIN46206MANAGEMENT SERVICES$5,134,297
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K159CntrctRcvdGreaterThan100KCnt
Fundraising$289,154FundraisingAmt
Government Grants$36,089,669GovernmentGrantsAmt
All Other Contributions$4,196,926AllOtherContributionsAmt
Noncash Contributions$79,058NoncashContributionsAmt
Total Contributions$40,575,749TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
PATIENT SVC REVENUE621500$845,401,021$845,360,721$40,300
HEALTHCARE SVC REVENUE446110$87,720,488$87,629,109$91,379
PARTNERSHIP INCOME525990$1,233,062$1,233,062
GIFT SHOP INCOME621400$493,811$493,811
CAFETERIA722210$2,202,696$2,202,696

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,981,460TotalRevenueColumnAmt
Exclusion$1,981,460ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$939,032,538TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,017,710TotalRevenueColumnAmt
Exclusion$14,017,710ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$897,171RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$243,235RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$653,936RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$653,936TotalRevenueColumnAmt
Exclusion$653,936ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$202,409,700SecuritiesAmt
Other$7,916OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$176,709,161SecuritiesAmt
Other$42,269OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$25,700,539SecuritiesAmt
Other-$34,353OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,666,186TotalRevenueColumnAmt
Exclusion$25,666,186ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$86,723FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$289,154ContriRptFundraisingEventAmt
Fundraising Direct Expenses$194,199FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$107,476TotalRevenueColumnAmt
Exclusion-$107,476ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,019,838,643TotalRevenueColumnAmt
Related Or Exempt Func Income$935,192,526RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,364,741UnrelatedBusinessRevenueAmt
Exclusion$42,705,627ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$351,348TotalAmt
Program Services$351,348ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$10,420,409TotalAmt
Program Services$8,564,853ProgramServicesAmt
Management And General$1,826,724ManagementAndGeneralAmt
Fundraising$28,832FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,333,102TotalAmt
Program Services$1,095,801ProgramServicesAmt
Management And General$233,612ManagementAndGeneralAmt
Fundraising$3,689FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$359,821,251TotalAmt
Program Services$295,967,520ProgramServicesAmt
Management And General$62,860,933ManagementAndGeneralAmt
Fundraising$992,798FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$15,292,433TotalAmt
Program Services$12,889,656ProgramServicesAmt
Management And General$2,328,406ManagementAndGeneralAmt
Fundraising$74,371FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$51,135,054TotalAmt
Program Services$43,464,110ProgramServicesAmt
Management And General$7,434,285ManagementAndGeneralAmt
Fundraising$236,659FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$26,392,632TotalAmt
Program Services$22,459,753ProgramServicesAmt
Management And General$3,811,147ManagementAndGeneralAmt
Fundraising$121,732FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$6,030,147TotalAmt
Program Services$4,543,059ProgramServicesAmt
Management And General$1,487,088ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,458,568TotalAmt
Program Services$87,504ProgramServicesAmt
Management And General$4,371,064ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$540,284TotalAmt
Management And General$540,284ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$188,072TotalAmt
Program Services$17,645ProgramServicesAmt
Management And General$170,427ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$5,000TotalAmt
Fundraising$5,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$513,242TotalAmt
Management And General$513,242ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$122,840,215TotalAmt
Program Services$113,479,252ProgramServicesAmt
Management And General$9,360,631ManagementAndGeneralAmt
Fundraising$332FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,051,225TotalAmt
Program Services$88,017ProgramServicesAmt
Management And General$2,962,267ManagementAndGeneralAmt
Fundraising$941FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,469,927TotalAmt
Program Services$3,767,031ProgramServicesAmt
Management And General$3,669,306ManagementAndGeneralAmt
Fundraising$33,590FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$23,595,912TotalAmt
Program Services$6,945,339ProgramServicesAmt
Management And General$16,605,280ManagementAndGeneralAmt
Fundraising$45,293FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$20,201,138TotalAmt
Program Services$5,202,802ProgramServicesAmt
Management And General$14,998,336ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,750,567TotalAmt
Program Services$1,547,430ProgramServicesAmt
Management And General$198,240ManagementAndGeneralAmt
Fundraising$4,897FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$135,857TotalAmt
Program Services$34,025ProgramServicesAmt
Management And General$98,666ManagementAndGeneralAmt
Fundraising$3,166FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$6,874,113TotalAmt
Program Services$6,874,113ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$58,573,407TotalAmt
Program Services$43,132,768ProgramServicesAmt
Management And General$15,418,115ManagementAndGeneralAmt
Fundraising$22,524FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,070,043TotalAmt
Management And General$4,070,043ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PHARMACEUTICALS$97,467,837$97,467,837
MEDICAL SUPPLIES/LINENS$113,160,553$112,933,760$210,603$16,190
PARTS AND REPAIRS$15,497,027$9,967,745$5,527,882$1,400
TAXES$431,266$1,762$429,504

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$29,372,534TotalAmt
Program Services$24,182,103ProgramServicesAmt
Management And General$4,891,665ManagementAndGeneralAmt
Fundraising$298,766FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$980,973,163TotalAmt
Program Services$815,065,233ProgramServicesAmt
Management And General$164,017,750ManagementAndGeneralAmt
Fundraising$1,890,180FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$23,973,911BOYAmt
EOY$30,405,769EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,753,063BOYAmt
EOY$2,301,971EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$82,377,256BOYAmt
EOY$89,691,688EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$16,891,586BOYAmt
EOY$18,443,521EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$12,005,445BOYAmt
EOY$13,999,695EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$949,369,334LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$609,208,243LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$349,345,498BOYAmt
EOY$340,161,091EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$594,073,680BOYAmt
EOY$330,430,843EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$97,583,795BOYAmt
EOY$73,824,621EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,120,200EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$87,619,966BOYAmt
EOY$90,803,510EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,265,624,200BOYAmt
EOY$991,182,909EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$250,839,076BOYAmt
EOY$146,594,793EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$213,388,411BOYAmt
EOY$206,782,041EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$42,899,334BOYAmt
EOY$40,651,334EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$61,457,593BOYAmt
EOY$55,046,869EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$568,584,414BOYAmt
EOY$449,075,037EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$603,056,721BOYAmt
EOY$467,757,233EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$93,983,065BOYAmt
EOY$74,350,639EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$697,039,786BOYAmt
EOY$542,107,872EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,265,624,200BOYAmt
EOY$991,182,909EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$38,865,480ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$115,899,783NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$77,897,611OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$188,572DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$188,572TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II-B, LINE 1, LOBBYING ACTIVITIESDURING FISCAL YEAR 2022, 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 ECONOMIC DEVELOPMENT 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 DELEGATION ON MEDICARE DSH FUNDING, THE RURAL FLOOR WAGE INDEX, CHANGES IMPACTED BY THE AFFORDABLE CARE ACT, PREVENTING MEDICARE SEQUESTRATION CUTS, 340B AND CARES ACT FUNDING.
PART II-B, LINE 1GDURING FISCAL YEAR 2022, OUR STATE CONSULTANTS MONITORED AND COMMUNICATED WITH OUR STATE LEGISLATIVE DELEGATION REGARDING THE SENATE AND HOUSE ECONOMIC DEVELOPMENT BILLS, AND 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

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$76,128,987BeginningYearBalanceAmt
Contributions$4,163,541ContributionsAmt
Investment Earnings Or Losses$4,588,968InvestmentEarningsOrLossesAmt
Other Expenditures$3,440,041OtherExpendituresAmt
End Year Balance$81,441,455EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.68000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.32000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,196,962OtherCostOrOtherBasisAmt
Book Value$10,196,962BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$467,138,803OtherCostOrOtherBasisAmt
Depreciation$298,459,720DepreciationAmt
Book Value$168,679,083BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,577,022OtherCostOrOtherBasisAmt
Depreciation$1,162,132DepreciationAmt
Book Value$1,414,890BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$443,585,828OtherCostOrOtherBasisAmt
Depreciation$309,586,391DepreciationAmt
Book Value$133,999,437BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$25,870,719OtherCostOrOtherBasisAmt
Book Value$25,870,719BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$340,161,091TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CASH INVESTMENTS$1,642,223F
PRIVATE EQUITY$8,784,032F
MULTISTRATEGY HEDGE FUNDS$24,223,710F
BENEFICIAL INT IN PERP TRUSTS$39,174,656F
FieldValueIRS element (for citing)
Total Book Value Securities$73,824,621TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDescBook ValueBookValueAmt
OTHER ASSETS$26,920,112
DUE FORM AFFILIATES$22,224,784
OTHER RECEIVABLES$16,468,480
RIGHT OF USE ASSETS OPERATING$24,971,144
RIGHT OF USE ASSETS FINANCING$188,291
UNBILLED RECEIVABLES$30,699
FieldValueIRS element (for citing)
Total Book Value Other Assets$90,803,510TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
OTHER LONG-TERM LIABILITIES$8,102,673
NON-PENSION POST RETIREMENT BE$4,789,206
DUE TO/FROM AFFILIATE$18,429,863
UNAMORTIZED BIC-$2,902,831
ACCUMULATED AMORT BIC$807,482
LEASE LIABILITY OPERATING$25,622,743
LEASE LIABILITY FINANCING$197,733
FieldValueIRS element (for citing)
Total Liability$55,046,869TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4SHG'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 2SHG ADOPTED FIN48 IN FISCAL YEAR 2008. THERE IS NO FOOTNOTE DISCLOSURE IN SHS' FISCAL SEPTEMBER 30, 2022 CONSOLIDATED AUDITED FINANCIAL STATEMENTS SINCE THE ADOPTION OF FIN 48 WAS NOT MATERIAL.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF EVENTEvent1Nm
Gross Receipts Event1$170,450GrossReceiptsEvent1Amt
Charitable Contri Event1$140,750CharitableContriEvent1Amt
Gross Revenue Event1$29,700GrossRevenueEvent1Amt
Non Cash Prizes Event1$7,521NonCashPrizesEvent1Amt
Other Direct Expenses Event1$1,300OtherDirectExpensesEvent1Amt
Event2GALA DINNEREvent2Nm
Gross Receipts Event2$155,465GrossReceiptsEvent2Amt
Charitable Contri Event2$105,465CharitableContriEvent2Amt
Gross Revenue Event2$50,000GrossRevenueEvent2Amt
Rent Facility Costs Event2$31,625RentFacilityCostsEvent2Amt
Food And Beverage Event2$77,741FoodAndBeverageEvent2Amt
Entertainment Event2$6,223EntertainmentEvent2Amt
Other Direct Expenses Event2$60,277OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$49,962GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$42,939CharitableContriOtherEventsAmt
Gross Revenue Other Events$7,023GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$9,512NonCashPrizesOtherEventsAmt
Gross Receipts Total$375,877GrossReceiptsTotalAmt
Charitable Contributions Tot$289,154CharitableContributionsTotAmt
Gross Revenue Total Events$86,723GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$17,033NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$31,625RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$77,741FoodAndBeverageTotalEventsAmt
Entertainment Total Events$6,223EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$61,577OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$194,199DirectExpenseSummaryEventsAmt
Net Income Summary-$107,476NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd
Percent150Yes (X)Percent150Ind
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd
Percent300Yes (X)Percent300Ind
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetfalseExpensesExceedBudgetInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$8,152,767TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,554,805DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,597,962NetCommunityBenefitExpnsAmt
Total Expense0.00570TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$210,513,568TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$168,012,458DirectOffsettingRevenueAmt
Net Community Benefit Expns$42,501,110NetCommunityBenefitExpnsAmt
Total Expense0.04330TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$218,666,335TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$170,567,263DirectOffsettingRevenueAmt
Net Community Benefit Expns$48,099,072NetCommunityBenefitExpnsAmt
Total Expense0.04900TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs18ActivitiesOrProgramsCnt
Total Community Benefit Expns$7,512,132TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$499,843DirectOffsettingRevenueAmt
Net Community Benefit Expns$7,012,289NetCommunityBenefitExpnsAmt
Total Expense0.00710TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Activities Or Programs5ActivitiesOrProgramsCnt
Total Community Benefit Expns$7,154,246TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$7,154,246NetCommunityBenefitExpnsAmt
Total Expense0.00730TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs5ActivitiesOrProgramsCnt
Total Community Benefit Expns$7,251,971TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,098,159DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,153,812NetCommunityBenefitExpnsAmt
Total Expense0.00530TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Activities Or Programs3ActivitiesOrProgramsCnt
Total Community Benefit Expns$40,155TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$40,155NetCommunityBenefitExpnsAmt

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs31ActivitiesOrProgramsCnt
Total Community Benefit Expns$21,958,504TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,598,002DirectOffsettingRevenueAmt
Net Community Benefit Expns$19,360,502NetCommunityBenefitExpnsAmt
Total Expense0.01970TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs31ActivitiesOrProgramsCnt
Total Community Benefit Expns$240,624,839TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$173,165,265DirectOffsettingRevenueAmt
Net Community Benefit Expns$67,459,574NetCommunityBenefitExpnsAmt
Total Expense0.06870TotalExpensePct

Economic Development EconomicDevelopmentGrp

FieldValueIRS element (for citing)
Activities Or Programs2ActivitiesOrProgramsCnt
Total Community Benefit Expns$112,595TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$112,595NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Activities Or Programs3ActivitiesOrProgramsCnt
Total Community Benefit Expns$36,450TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$36,450NetCommunityBenefitExpnsAmt

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$1,000TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,000NetCommunityBenefitExpnsAmt

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$14,250TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$14,250NetCommunityBenefitExpnsAmt

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs2ActivitiesOrProgramsCnt
Total Community Benefit Expns$6,000TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$6,000NetCommunityBenefitExpnsAmt

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs9ActivitiesOrProgramsCnt
Total Community Benefit Expns$170,295TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$170,295NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (true)BadDebtExpenseReportedInd
Bad Debt Expense$7,527,418BadDebtExpenseAmt
Bad Debt Expense Attributable$2,857,394BadDebtExpenseAttributableAmt
Reimbursed By Medicare$409,346,536ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$492,406,998CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$83,060,462MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

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Cost Accounting SystemYes (X)CostAccountingSystemInd
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Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

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Business Name Line1SOUTHCOAST HOSPITALS GROUP INCBusinessNameLine1Txt

US Address USAddress

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Address Line1101 Page StreetAddressLine1Txt
CityNew BedfordCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02740ZIPCd
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Website Addresshttp://www.southcoast.org/WebsiteAddressTxt
State LicenseV113StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd
OtherACUTE CARE HOSPITALOtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
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First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted21CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (true)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (true)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSEE SCHEDULE H, PART V, SECTION COwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Rpt Available Thru Other MethodYes (X)RptAvailableThruOtherMethodInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt19ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLSEE SCHEDULE H, PART V, SECTION CStrategyWebsiteURLTxt
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care150.FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care300.FPGFamilyIncmLmtDscntCarePct
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Provided Nonprofit ContactYes (X)ProvidedNonprofitContactInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLSEE SCH H, PART V, SECT CFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSEE SCH H, PART V, SECT CFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLSEE SCH H, PART V, SECT CFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Prospective Medicare MedicaidYes (X)ProspectiveMedicareMedicaidInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, SECTION B, LINE 3EAS 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 5IN OCTOBER 2022 SOUTHCOAST COMPLETED THE THREE-YEAR COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WITH A PARTICULAR FOCUS ON ADDRESSING HEALTH EQUITY ISSUES IN AND AROUND THE COMMUNITIES THAT WE SERVE. THE CHNA DOCUMENTS THE MAJOR DEMOGRAPHIC, SOCIOECONOMIC, AND HEALTH TRENDS AMONG SOUTH COAST RESIDENTS, WITH THE GOAL OF THE ASSESSMENT TO INFORM DATA-DRIVEN OBJECTIVES AND STRATEGIES THAT CAN BE USED TO IMPROVE THE OVERALL HEALTH OF SOUTH COAST RESIDENTS. OUR NEEDS ASSESSMENT WAS CONDUCTED IN COLLABORATION WITH SPRINGLINE RESEARCH GROUP, WHO COMPLETED A RETROSPECTIVE ANALYSIS OF LOCAL, REGIONAL AND NATIONAL HEALTH AND DEMOGRAPHIC DATA. THE ANALYSIS IS ENHANCED BY QUALITATIVE DATA GATHERED THROUGH STAKEHOLDER INTERVIEWS AND SURVEYS OF COMMUNITY MEMBERS AND SERVICE PROVIDERS. (E-I) THE PRIMARY GOAL OF THE CHNA IS TO PRIORITIZE THE REGION'S HEALTH ISSUES USING A HOLISTIC APPROACH THAT EXAMINES HEALTH DATA, LEVERAGES THE EXPERTISE OF KEY INFORMANTS, AND INCORPORATES COMMUNITY VIEWS. 23 KEY INFORMANT INTERVIEWS WERE HELD TO RECEIVE INPUT FROM INDIVIDUALS WHO REPRESENT THE BROAD INTEREST OF THE COMMUNITY WE SERVE. COMMUNITY MEMBER WHO SERVES ON PFAC/CBAC BROWN UNIVERSITY FATHER BILL'S AND MAINSPRING UNITED WAY OF GREATER NEW BEDFORD COMMUNITY ECONOMIC DEVELOPMENT CENTER (CECD) INTERCHURCH COUNCIL OF GREATER NEW BEDFORD (ICC) GREATER NEW BEDFORD COMMUNITY HEALTH CENTER UNITED NEIGHBORS OF FALL RIVER SER JOBS FOR PROGRESS VETERANS TRANSITION HOUSE MARION INSTITUTE PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) FALL RIVER HEALTH DEPARTMENT STEPPINGSTONE IMMIGRANTS ASSISTANCE CENTER (IAC) NEW BEDFORD POLICE DEPARTMENT SOUTHCOAST HEALTH SOUTHCOAST BEHAVIORAL HEALTH PEOPLE INCORPORATED GREATER FALL RIVER FOOD PANTRY FALL RIVER HOUSING AUTHORITY IN ADDITION TO KEY INFORMANT INTERVIEWS, A COMMUNITY SURVEY WAS CONDUCTED IN COOPERATION WITH THE FALL RIVER AND NEW BEDFORD HEALTH DEPARTMENTS TO DETERMINE THE TOP HEALTH ISSUES AND OBSTACLES AMONG COMMUNITY MEMBERS. A TOTAL OF 1,255 SURVEYS WERE COMPLETED, WITH THE MAJORITY BEING COMPLETED BY NEW BEDFORD RESIDENTS. OVER TWO THIRDS OF RESPONDENTS (66.8%) WERE HISPANIC AND 68.9% WERE WOMEN. THE AGE COHORTS WERE RELATIVELY BALANCED. MOST RESPONDENTS WERE IN THE LOWER MEDIAN INCOME BRACKET, WITH 63.8% HAVING A MEDIAN HOUSEHOLD INCOME BELOW $25,000. NEARLY TWENTY-NINE PERCENT (28.9%) REPORT THAT THEY PRIMARILY SPEAK A LANGUAGE OTHER THAN ENGLISH; 80.1% OF THESE RESPONDENTS SPEAK SPANISH. AN ONLINE HEALTH AND SOCIAL SERVICE PROVIDER (HSSP) SURVEY WAS CONDUCTED IN CONJUNCTION WITH THE NEW BEDFORD HEALTH DEPARTMENT AND THE FALL RIVER HEALTH DEPARTMENT TO FURTHER IDENTIFY AND UNDERSTAND THE REGION'S PRIMARY HEALTH ISSUES AND CHALLENGES. A TOTAL OF 200 SURVEYS WERE COMPLETED. THE MAJORITY OF RESPONDENTS WERE EITHER REPRESENTATIVES OF A NON-PROFIT/SOCIAL SERVICE AGENCY (47%) OR A HEALTH CARE PROVIDER (25%) THESE ORGANIZATIONS SERVE A WIDE RANGE OF COMMUNITIES. THESE ORGANIZATIONS SERVE A WIDE RANGE OF COMMUNITIES.
PART V, SECTION B, LINE 6ASOUTHCOAST HOSPITALS GROUP, INC. CONDUCTS ITS CHNA WITH SOUTHCOAST BEHAVIORAL HEALTH.
PART V, SECTION B, LINE 6BSOUTHCOAST HOSPITALS GROUP, INC. COLLABORATES WITH SPRINGLINE RESEARCH GROUP.
PART V, SECTION B, LINE 7AHTTPS://WWW.SOUTHCOAST.ORG/WP-CONTENT/UPLOADS/2022/09/SOUTHCOAST-HEALTH-CH NA-2022.PDF
PART V, SECTION B, LINE 7DOUR NEEDS ASSESSMENT IS WIDELY SHARED WITH COMMUNITY PARTNERS AND IS OFTEN USED IN GRANT WRITING AND COLLABORATIVE STRATEGIC PLANNING. IN FY22, 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
PART V, SECTION B, LINE 10AHTTPS://WWW.SOUTHCOAST.ORG/WP-CONTENT/UPLOADS/2023/04/FY22-FY24-IMP-STRATE GY.PDF
PART V, SECTION B, LINE 11COMMUNITY 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 HEALTH BENEFITS IMPLEMENTATION STRATEGIES. SOUTHCOAST HEALTH'S COMMUNITY HEALTH 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: 1. 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. 2. 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. 3. 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. 4. WELLNESS & CHRONIC DISEASE (SUB-CATEGORIES: UNHEALTHY BEHAVIORS, HEALTH OUTCOMES, PREVENTION): FOR MANY, HEALTH AND WELLNESS FIT WITHIN A LARGER FRAMEWORK OF OBLIGATIONS, RANGING FROM ISSUES SUCH AS HOUSING, FINANCES, AND CHILDCARE, TO TRANSPORTATION, EMPLOYMENT, IMMIGRATION, AND SAFETY. THESE RESPONSIBILITIES CREATE OBSTACLES TO MAINTAINING OVERALL HEALTH AND TO ADOPTING HEALTHY HABITS THAT HELP TO PREVENT OR MANAGE DISEASE. UNHEALTHY BEHAVIORS LEAD TO POOR HEALTH OUTCOMES. TOBACCO USE, PHYSICAL INACTIVITY, AND POOR NUTRITION CONTRIBUTE TO PREVENTABLE CHRONIC DISEASES SUCH AS DIABETES, CANCER, HEART DISEASE, AND LUNG DISEASE. WHILE SOME CHRONIC CONDITIONS ARE A RESULT OF BEHAVIOR OR GENETICS, SOCIAL AND ENVIRONMENTAL FACTORS CAN ALSO ELEVATE THE RISK OF CONTRACTING CHRONIC DISEASES. HEALTH PROVIDERS CAUTION THAT WHILE EDUCATING RESIDENTS ON THE IMPORTANCE OF BEING HEALTHY AND WAYS TO ACHIEVE GOOD HEALTH, IT IS EQUALLY NECESSARY TO DISMANTLE BARRIERS THAT PREVENT MANY PEOPLE FROM ACCESSING THE SUPPORTS AND RESOURCES NECESSARY TO BE HEALTHY THAT CONTRIBUTES TO HEALTH INEQUITIES. THE U.S. DEPARTMENT OF AGRICULTURE (USDA) DEFINES FOOD INSECURITY AS A LACK OF CONSISTENT ACCESS TO ENOUGH FOOD FOR AN ACTIVE, HEALTHY LIFE. THE USDA ESTIMATES THAT IN 2021, 33.8 MILLION AMERICANS LIVED IN FOOD INSECURE HOUSEHOLDS AND 8.6 MILLION ADULTS LIVED IN HOUSEHOLDS WITH VERY LOW FOOD SECURITY. THESE RATES ARE HIGHER FOR PEOPLE OF AFRICAN AMERICAN OR HISPANIC DESCENT. WHILE FOOD INSECURITY IS CLOSELY LINKED TO POVERTY, PEOPLE ABOVE THE POVERTY LINE CAN EXPERIENCE FOOD INSECURITY, WHICH WAS ESPECIALLY EVIDENT DURING THE COVID-19 PANDEMIC. PEOPLE WHO ARE FOOD INSECURE ARE AT AN INCREASED RISK FOR A VARIETY OF NEGATIVE HEALTH OUTCOMES, INCLUDING OBESITY AND OTHER CHRONIC DISEASES. FOOD INSECURITY OFTEN OVERLAPS WITH MANY OF THE SOCIAL DETERMINANTS OF HEALTH DISCUSSED THROUGHOUT THIS REPORT SUCH AS INCOME, HOUSING, RACE, AND EDUCATION. CONSEQUENTLY, STRATEGIES TO ADDRESS FOOD INSECURITY MUST BE UNDERTAKEN IN A SOCIAL DETERMINANT CONTEXT. 5. HEALTH ACCESS & EQUITY (SUB-CATEGORIES: UNDERSERVED POPULATIONS, OBSTACLES TO CARE, HEALTH LITERACY): REGULAR ACCESS TO HEALTH SERVICES IS ESSENTIAL IN MANAGING HEALTH CONDITIONS, PREVENTING NEW CONDITIONS FROM ARISING, AND PROMOTING AND MAINTAINING OVERALL GOOD HEA
PART V, SECTION B, LINE 16AHTTPS://WWW.SOUTHCOAST.ORG/FINANCIAL-ASSISTANCE/
PART V, SECTION B, LINE 16BHTTPS://WWW.SOUTHCOAST.ORG/FINANCIAL-ASSISTANCE/
PART V, SECTION B, LINE 16CHTTPS://WWW.SOUTHCOAST.ORG/FINANCIAL-ASSISTANCE/
PART V, SECTION B, LINES 20A-DSHG DID NOT ENGAGE IN ANY OF THE ACTIONS IN LINE 19 DURING FY2022.

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3CDISCOUNTS 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 25% 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 7ACTUAL COST FOR ALL SHG PATIENT SEGMENTS WAS USED TO CALCULATE THE VALUE OF CHARITY CARE.
PART I, LINE 7GINCLUDED IN SUBSIDIZED HEALTH SERVICES AT COST ARE COSTS AND OFFSETTING REVENUES ASSOCIATED WITH SHG'S LEVEL II NURSERY AND 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 IISouthcoast engages in a number of community building activities that promote infrastructure improvement in communities and the development of policies and programs that address social determinants of health and improving health equity in the South Coast region. Southcoast leads and convenes collaborative groups and actively participates on numerous coalitions that work to improve the health and wellness of our community. Southcoast is the co-leader of the Bristol County Regional Alliance to end the opioid crisis, which a regional coalition focused on increasing communication and collaboration of all entities working to address the Opioid Epidemic across the South Coast Region. Southcoast is also lead implementation partner of The Basics, Southcoast initiative and serves on the steering committee for the Southcoast Coalition for Early Childhood Education. The Basics are five parenting and caregiving principles that support social, emotional, and cognitive development in children from birth to age three, with the goal to improve kindergarten readiness. Additionally, Southcoast serves on the steering committee for the Homeless Service Provider Network (HSPN) to combat homelessness and the rising costs of affordable housing, the 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.
PART III, LINE 2THE 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 8-9) AND FOOTNOTE 3 (PAGE 13) OF THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS RELATES TO ALLOWANCE FOR DOUBTFUL ACCOUNTS AND BAD DEBTS.
PART III, LINE 8THE 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 9BSHG'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, EXCEPT 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 2In addition to completing a comprehensive, regional community health needs assessment every three years, Southcoast participates in and leads over 30 community coalitions and actively participates in a number of projects 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 tracking hospital data such as the number of patients reporting homelessness, overdose data, and food insecurity; to working with coalition partners to conduct outreach/surveys and focus groups on a number of topics (aligning with our priorities). We meet regularly to discuss the success of these projects and to make sure that we are having the desired impact within the community.
PART VI, LINE 3Southcoast shares notifications of insurance eligibility in multiple languages throughout all of our inpatient and outpatient facilities. Information on this topic is also provided and accessible on our website. Southcoast also utilizes multilingual outreach brochures, displayed in our facilities and also distributed at a number of health insurance outreach events and also through regular outreach with our Community Wellness Program. All information is shared in english, spanish, and portuguese.
PART VI, LINE 4Geographic Area: The South Coast region is composed of thirteen communities located in the Southeastern portion of Massachusetts. This regional definition coincides with Community Health Network Area 25, Partners for a Healthier Community (Greater Fall River), and Community Health Network Area 26, Greater New Bedford Allies for Health and Wellness (Greater New Bedford). Fall River and New Bedford are two of the state's many Gateway Cities, which are defined as midsize urban centers that anchor regional economies. These cities are primarily former industrial centers that were the traditional gateways for immigrants. As has been the case across most of the state's Gateway Cities, Fall River, New Bedford, and many suburban areas in the South Coast region for that matter, have not experienced the benefits from the Boston metro area's knowledge economy, with many of the region's service-related jobs requiring relatively low levels of formal training or education and paying comparatively low wages. Accordingly, Fall River and New Bedford, and some of the region's suburban communities, fall below their regional counterparts and state averages on most socioeconomic metrics. Demography: The South Coast's population was 357,212 in 2020, which represents 5.1% of the state's total population. Fall River and New Bedford account for 54.6% of the region's total. The region's population increased by 4.9% from 2010 to 2020 and by 16.1% since 1970, both of which lag behind the statewide population growth rates for these periods (7.4% and 23.6% respectively). Population growth and residential development over the past five decades have been uneven within the region, with much of the growth from 1970 to 2010 driven by population increases in the region's suburbs. The population in the cities of Fall River and New Bedford declined by 14,746 residents from 1970 to 2010, while the region's suburban towns grew by 47,730 residents over this period. However, this trend has reversed in the last decade, with the region's cities experiencing a population increase of 11,150 residents from 2010 to 2020, compared with an increase of just 5,487 residents in the suburbs. Perhaps the most significant demographic trend in the region is its changing racial makeup. This is particularly true in the city of New Bedford, where nearly a quarter of New Bedford residents (24.3%) identify as Hispanic, almost double the statewide percentage (12.6%). In addition, the student populations in Fall River and New Bedford are much more diverse than the population as a whole. Only 46.2% of students in the Fall River Public Schools identify as White (compared to 73.4% of all residents) and only 37.5% of students in the New Bedford students identify as White (compared to 60.8% in the city as a whole. The higher share of minorities in the school system compared to the community is, in part, a product of the national trend of minority births exceeding white births. As this trend continues, the student population in the region will only grow more diverse. The South Coast has long been an attractive place to settle for immigrants, and as Gateway Cities, Fall River and New Bedford have been traditional destinations for new arrivals to America since the late 18th century. More than twenty-one percent (21.3%) of Fall River residents and nineteen percent (19.0%) of New Bedford residents were born outside the U.S. While Portuguese immigrants comprised the majority of the region's foreign-born residents in the last half of the 20th century, emigration from Europe to the U.S. has slowed, and now immigrants from Latin America, South America, Africa, and Asia account for increasing shares of the populations in the region. There are health care implications inherent in being a hub for immigrants, including language barriers, lack of insurance, low health literacy, and other health access issues. The age cohorts in the South Coast generally reflect their counterparts at the state level. However, the region has a slightly higher share of residents 65 years of age or older, which is more pronounced in the region's towns. Fall River and New Bedford have larger shares of the population under the age of 35 when compared to their metro areas and the South Coast overall. Poverty is a major social determinant of health. Those in poverty often have less opportunity and less access to resources that can assist in improving and maintaining one's health. Resources that contribute to educational attainment, employment, housing status, health care opportunities, and social activities are all less accessible to those living in poverty. Over twelve percent (12.6%) of the region's population and 9.8% of its families are below the poverty level. This compares to 9.8% and 6.6% statewide, respectively. The poverty rates in Fall River and New Bedford are nearly double the state average. Students are often the socioeconomic bellwether of a community. More than sixty-two percent (62.2%) of the region's public-school students are classified as economically disadvantaged by the Department of Elementary and Secondary Education (DESE). Much like other poverty measures, the share of public-school students economically disadvantaged in Fall River and New Bedford is about twice the state average. Education: As a region, the South Coast has long struggled with low levels of educational attainment. Massachusetts has the second most highly educated population in the country and one of the most well-educated populations in the world. In contrast, Fall River and New Bedford have some of the lowest levels of educational attainment levels of any cities in Massachusetts. High school graduation rates in Fall River and New Bedford are also well below the state average, while rates for most of the other high schools in the region are above the state average. Not surprisingly, a lower percentage of students in these communities plan to attend college: only 54% of students in Fall River and 51% of students in New Bedford plan to move on to college. In both cities, the majority of the population 25 years of age or older has never attended a college or university. Housing: Housing affordability is a social determinant of health. A lack of affordable housing contributes to housing instability and homelessness, both of which are strong predictors of poor health outcomes. The housing issue in the South Coast is primarily twofold: the focus in the region's cities is primarily on rising rents and the implications on the working poor and people on fixed incomes. This dynamic results in many households paying housing costs that are above their means, which in turn leaves less household income available for health care and other basic needs. During the 2016- 2020 period, 46.5% of renters and 30.5% of homeowners in the South Coast were housing cost burdened. Housing insecurity disproportionately affects low-income households, people of color, and seniors. This trend is evident in Fall River and New Bedford where White households are less likely to be burdened by housing costs than their neighbors. Health & Wellness: The region's health is affected by the physical conditions of the South Coast. A person's physical environment can profoundly affect health outcomes. Environmental factors that affect health outcomes include, but are not limited to, access to healthy food, air quality, water quality, and environmental contamination. In particular, exposure to contaminants through pathways from the air, water, soil, and food can lead to extreme health issues. Unhealthy behaviors lead to poor health outcomes. Tobacco use, physical inactivity, and poor nutrition contributes to preventable chronic diseases such as diabetes, cancer, heart disease, and lung disease. While some chronic conditions are a result of behavior or genetics, social and environmental factors can also elevate the risk of contracting chronic disease: The smoking prevalence in Fall River remains stubbornly high; 23.2% in Fall River and 22.4% in New Bedford, compared to 12.0% in Massachusetts and 16.0% for the country as a whole. In nearly each disease prevalence, the cities of Fall River and New Bedford are higher in comparison to the state and national averages. Most notably, the percentage of Fall River residents who report chronic obstructive pulmonary disease (9.7%) is nearly double that of the state (4.9%). While substance use disorder continues to rank as one of the top health priorities, stakeholders caution that alcohol abuse is also a significant issue; 69% of HSSP survey respondents rate alcohol use disorder as an "extremely concerning" issue. Bristol County, which includes Fall River and New Bedford, has one of the highest percentages of food insecurity among the state's fourteen counties; an estimated 11.0% of residents were food insecure in 2020. In the South Coast, 84,968 residents received SNAP benefits in July 2022, which is an increase of 26.2% (17,631 recipients) from Febru
PART VI, LINE 5SOUTHCOAST INVESTS INITIATIVES AND PROGRAMS DESIGNED TO ADDRESS PRESSING HEALTH ISSUES ACROSS OUR REGION. WE COLLABORATE WITH HUNDREDS OF COMMUNITY PARTNERS TO ADOPT BEST PRACTICES IN COMMUNITY BENEFITS NEEDS ASSESSMENT, PLANNING AND IMPLEMENTATION, WITH THE SHARED GOAL OF IMPROVING THE HEALTH OF OUR COMMUNITIES. TARGETED ACTIVITIES INCLUDED: ECONOMIC OPPORTUNITY: THE BASICS, SOUTHCOAST INITIATIVE. AS PART OF OUR WORK TO IMPROVE EARLY CHILDHOOD DEVELOPMENT WE ARE THE LEAD IMPLEMENTATION PARTNER OF THE BASICS, SOUTHCOAST IN PARTNERSHIP WITH NORTHSTAR LEARNING CENTER & THE SOUTHCOAST COALITION FOR EARLY CHILDHOOD DEVELOPMENT. 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. THIS PAST YEAR, A LEARNING TRAIL FOR CHILDREN AND FAMILIES WAS CREATED USING ARTS AND CULTURE IN THE CITY OF NEW BEDFORD, AN IMPLEMENTATION COORDINATOR WAS HIRED VIA NORTHSTAR TO ASSIST WITH TRAINING AND EDUCATION ON THE BASICS, AND SOUTHCOAST AS A HEALTH SYSTEM CONTINUED TO EXPLORE OPPORTUNITIES TO EMBED THIS INITIATIVE INTO OUR FACILITIES. BEHAVIORAL HEALTH NEEDS: THE NEW BEGINNINGS PROGRAM IS A MULTIDISCIPLINARY CARE TEAM THAT SUPPORTS PATIENTS PRENATALLY THROUGH POSTPARTUM AND IS OVERSEEN BY A RN. PRENATALLY PATIENTS RECEIVE SUPPORT TO ACCESS SUBSTANCE USE TREATMENT SERVICES, MAINTAIN A HEALTHY PREGNANCY, AND PREPARE FOR DELIVERY. POSTPARTUM CARE CONTINUES UP TO 12 MONTHS TO REDUCE THE HIGH RISK FOR RETURN TO SUBSTANCE USE FOR 7-12 MONTHS. DURING FY22, THERE WERE 143 INDIVIDUALS REFERRED TO THE PROGRAM WHICH IS A 36% INCREASE FROM THE PREVIOUS FISCAL. OUT OF THE 143 REFERRED, 90 INDIVIDUALS ENROLLED IN THE PROGRAM. OF THOSE WHO ENGAGED IN PROGRAM PRENATALLY 74% DISCHARGED WITH THEIR BABY, WHILE THOSE WHO WERE NOT ENGAGED IN THE PROGRAM AND WERE IDENTIFIED DURING THEIR POSTPARTUM PERIOD - ONLY 53% OF THESE INDIVIDUALS WERE DISCHARGED WITH THEIR BABY. THERE IS ABOUT A 20% IMPROVEMENT OF DISCHARGE WITH BABY WHEN INDIVIDUALS ARE ENROLLED IN THIS PROGRAM PRENATALLY. WELLNESS & CHRONIC DISEASE: THE COMMUNITY WELLNESS PROGRAM LAUNCHED DURING FY22. THIS PROGRAM IS THE NEXT PHASE OF OUR MOBILE HEALTH SERVICES, PREVIOUSLY DONE BY OUR SOUTHCOAST HEALTH WELLNESS VAN. THIS NEW PROGRAM UTILIZES 2 ELECTRIC SUVS THAT GO OUT INTO THE COMMUNITY AND PROVIDE PREVENTATIVE HEALTH EDUCATION. WITH THE GOAL OF PROVIDING HEALTH SCREENINGS AND VACCINES AS WE EXPAND THE PROGRAM. IN ADDITION, THE PROGRAM HAS A RN ADDICTION NURSE SPECIALIST WITH A FOCUS ON ASSISTING THOSE WHO ARE HOMELESS, SUFFERING FROM A SUD AND/OR MENTAL HEALTH NEED. IN PARTNERSHIP WITH OUR COMMUNITY PARTNERS SUCH AS SSTAR AND STEPPINGSTONE'S PROJECT FAIHR PROGRAM, THE TEAM GOES OUT TO HOMELESS ENCAMPMENTS PROVIDING STREET OUTREACH AND 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. THE CANCER CENTER, IN PARTNERSHIP WITH LOCAL COMMUNITY PARTNER AGENCIES PROVIDED VAPING AND SMOKING CESSATION EDUCATION TO AT-RISK YOUTH. IN ADDITION, ADVANCEMENTS IN OUR COLON CANCER SCREENING PROCESS WERE MADE. SOUTHCOAST ALSO WORKS TO ADDRESS THE REGION'S HIGH FOOD INSECURITY NEED. WE PARTNER WITH REGIONAL ORGANIZATIONS TO PROVIDE LOCAL, HEALTHY, LOW-COST PRODUCE AND MEAL OPPORTUNITIES THROUGH FARMER'S MARKETS AND MOBILE POP-UP MARKETS LOCATED IN THE COMMUNITY. HEALTH ACCESS & EQUITY: CONTINUED UTILIZATION AND EXPANSION OF THE SOUTHCOAST RESOURCE CONNECT PLATFORM. SOUTHCOAST RESOURCE CONNECT 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. DURING FY22, THERE WERE 6,243 UNIQUE USERS THAT ACCESSED THE RESOURCE DIRECTORY WITH THE TOP SEARCH BEING FOR FOOD RESOURCES. 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 A NUMBER OF COMMUNITY COALITIONS ACROSS THE REGION. WE ACTIVELY PARTICIPATED ON ABOUT 30 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. GRANT SUPPORT: DURING FY22 WE RELEASED THE ACCESS TO TECHNOLOGY GRANT PROGRAM, IN RESPONSE TO EMERGING NEEDS FOR TECHNOLOGICAL IMPROVEMENTS DUE TO THE PANDEMIC. THIS NEW GRANT PROGRAM IS PART OF A LARGER COMMUNITY BENEFITS INITIATIVE, WHICH IMPROVES THE HEALTH AND QUALITY OF LIFE FOR HUNDREDS OF THOUSANDS OF RESIDENTS ON THE SOUTH COAST. IN TOTAL $34,405 WAS AWARDED, WITH NINE OVERALL APPLICATIONS RECEIVED AND 6 ORGANIZATIONS WERE AWARDED FUNDING. 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 6THE 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 AND IMPROVE ACCESS TO HEALTH CARE. AN INTERNAL COMMITTEE, CALLED THE SOUTHCOAST CARES CHAMPIONS MEETS QUARTERLY TO PLAN AND COORDINATE COMMUNITY BENEFIT PROJECTS AND ACTIVITIES AS GUIDED BY THE CBAC. THIS TEAM CONSISTS OF REPRESENTATIVES FROM DEPARTMENTS THAT REGULARLY ENGAGE IN COMMUNITY OUTREACH INCLUDING STAFF FROM OUR SOCIAL SERVICES, DIABETES MANAGEMENT, BEHAVIORAL HEALTH SERVICES, PATIENT ACCESS AND FINANCIAL SERVICES, CANCER OUTREACH, SMOKING CESSATION, SOUTHCOAST'S VNA, THE PHYSICIANS GROUP (SPG) AND SOUTHCOAST HEALTH NETWORK (SHN). SENIOR MANAGEMENT RESPONSIBLE FOR THE PROGRAM RESTS WITH SOUTHCOAST'S EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER, WHO ALSO SERVES AS A MEMBER OF THE CBAC. 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 VICE PRESIDENT, DIRECTOR, AND MANAGER LEVEL MEETINGS ARE GIVEN ON A REGULAR BASIS. MESSAGING OF THESE ACTIVITIES ARE DELIVERED TO ALL EMPLOYEES THROUGH AN INTERNAL E-NEWSLETTER. WE ARE ACTIVELY IN THE PROCESS OF DEVELOPING AN INTERNAL WEBSITE PAGE TO COMMUNICATE THIS INFORMATION AS WELL.
PART VI, LINE 7YES, AN ANNUAL REPORT IS FILED WITH THE OFFICE OF THE MASSACHUSETTS ATTORNEY GENERAL.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CHILDREN'S ADVOCACY CNTR OF BRISTOL COUNTY
58 ARCH STREETFALL RIVERMA02724043135548501(C)(3)$15,000COMMUNITY OUTREACH, SUPPORT SERVICES, AND EDUCATION
BOYS AND GIRLS CLUB OF GREATER NEW BEDFORD
166 JENNEY STREETNEW BEDFORDMA02740042104752501(C)(3)$9,500SUPPORT SERVICES
MASSACHUSETTS TAXPAYERS FOUNDATION
333 WASHINGTON STREET SUITE 853BOSTONMA02108041590310501(C)(3)$5,495MEMBERSHIP CONTRIBUTIONS FOR PROGRAM SUPPORT
SAMARITANS SOUTHCOAST
PO BOX 1333WESTPORTMA02790222474826501(C)(3)$5,798SUPPORT SERVICES
SOUTH COAST LGBTQ NETWORK
1213 PURCHASE STREET UNIT 2NEW BEDFORDMA02740822601799501(C)(3)$5,200SUPPORT SERVICES
NEW BEDFORD ECONOMIC DEVELOPMENT COUNCIL INC
1213 PURCHASE STREET 2ND FLOORNEW BEDFORDMA02740043244024501(C)(3)$15,000SUPPORT SERVICES
TOWN OF WAREHAM
54 MARION ROADWAREHAMMA02571046001336MUNICIPALITY$8,068SUPPORT SERVICES
UNITED WAY OF GREATER NEW BEDFORD
128 UNION STREET SUITE 150NEW BEDFORDMA02740042104264501(C)(3)$15,000COMMUNITY OUTREACH
PACE PEOPLE ACTING IN COMMUNITY ENDEAVORS
166 WILLIAM STREETNEW BEDFORDMA02740042777810501(C)(3)$10,000COMMUNITY OUTREACH AND SUPPORT SERVICES
CITIZENS FOR CITIZENS
264 GRIFFIN STREETFALL RIVERMA02724046134724501(C)(3)$10,000COMMUNITY OUTREACH & SUPPORT SERVICES
WACH TURNING POINT
3 VIKING DRIVEWAREHAMMA02571412079668501(C)(3)$7,500COMMUNITY OUTREACH & SUPPORT SERVICES
SALVATION ARMY OF GREATER FALL RIVER
290 BEDFORD STREETFALL RIVERMA02722041612613501(C)(3)$5,500COMMUNITY OUTREACH & SUPPORT SERVICES
ONE SOUTHCOAST CHAMBER
227 UNION STREETNEW BEDFORDMA02742843311136501(C)(3)$53,005COMMUNITY OUTREACH
FRIENDS OF JACK FOUNDATION
PO BOX 419MATTAPOISETTMA02739834424674501(C)(3)$18,000COMMUNITY OUTREACH
UNIVERSITY OF MASSACHUSETTS DARTMOUTH
285 OLD WESTPORT ROADDARTMOUTHMA02747043167352501(c)(3)$12,500COMMUNITY OUTREACH
NEW BEDFORD HISTORICAL SOCIETY INC
21 SEVENTH STREETNEW BEDFORDMA02740043348881501(C)(3)$10,250COMMUNITY OUTREACH
MASSACHUSETTS HEALTH COUNCIL INC
200 RESERVOIR STREET SUITE 101NEEDHAMMA02494042296739501(C)(3)$6,000COMMUNITY OUTREACH
GRAY MATTER MARKETING
87 COL CHRISTOPHER GREENE RDPORTSMOUTHRI02871411493213C CORP$10,000COMMUNITY OUTREACH
SOUTHCOAST HEALTH AMBASSADORS INC
363 HIGHLAND AVENUEFALL RIVERMA02721043583676501(C)(3)$10,000SUPPORT SERVICES
FieldValueIRS element (for citing)
Total501c3 Org18Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationSOUTHCOAST COMMUNITY BENEFITS 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

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
KEITH HOVAN
PRESIDENT & CEO (UNTIL 1/22)$1,380,000$0$693,393$324,300$20,663$2,418,356$264,993
RAYFORD KRUGER MD
PRESIDENT & CEO (AS OF 3/22)$184,776$73,305$989,462$35,100$10,273$1,292,916
WADE BROUGHMAN
EVP FIN/CFO & Treasurer$700,000$236,000$157,794$17,400$17,280$1,128,474
RENEE CLARK
EVP/COO (SHG)/ ASST. CLERK$700,000$236,000$118,119$161,160$20,263$1,235,542$109,644
ILANA FEINERMAN MD
TRUSTEE$435,671$75,000$81,086$15,600$9,941$617,298
LAUREN DESIMON JOHNSON
SVP/ CHRO$430,000$107,500$6,616$96,750$21,263$662,129$7,630
MICHAEL COFONE
SVP FINANCE (UNTIL 12/21)$375,000$93,800$268,905$73,650$20,263$831,618$193,085
JAMES FEEN
SVP/CIO$472,000$141,600$3,974$107,616$21,263$746,453
STEPHEN CANESSA
SVP CHIEF BRAND STRATEGY OFFCR$450,000$135,000$69,570$102,600$20,663$777,833$47,978
JAQUELINE SOMERVILLE
SVP/CNO$395,000$98,800$72,858$15,078$17,280$599,016
ANA LAUS
TRUSTEE (AS OF 1/22)$279,230$25,000$104,382$15,600$180$424,392
STEPHEN PIRES
SVP INSURANCE & RISK MGMT$292,856$75,000$0$17,400$17,280$402,536
TONYA JOHNSON
VP OPERATIONS$314,936$76,000$0$17,400$20,644$428,980
JAMES WITKOWSKI MD
TRUSTEE (UNTIL 12/21)$279,230$25,000$59,760$35,100$11,763$410,853
ROBERT SWANN
VP/ ACNO SLH$300,000$48,800$5,719$0$17,280$371,799
JADENE ELDEN
VP REVENUE CYCLE$274,893$55,000$0$0$1,391$331,284

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AONE HIGHEST COMPENSATED EMPLOYEE RECEIVED A GROSS UP FOR RELOCATION REIMBURSEMENTS. THIS BENEFIT WAS INCLUDED IN THEIR W-2 TAXABLE INCOME.
PART I, LINE 4BOFFICERS, 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. KEITH HOVAN - $316,134 RENEE CLARK - $112,613 MICHAEL COFONE - $270,538 STEPHEN CANESSA - $77,615 WADE BROUGHMAN - $143,760 JAQUELINE SOMERVILLE - $59,250 LAUREN DESIMON JOHNSON - $11,178 IN ADDITION TO THE ABOVE OUTLINED PLAN, THE FOLLOWING INDIVIDUAL ALSO HAS A SEPARATE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. KEITH HOVAN - SOUTHCOAST HOSPITAL GROUP, INC. ESTABLISHED AN EXECUTIVE BENEFIT PLAN FOR THE BENEFIT OF KEITH HOVAN. UNDER THE TERMS OF THE PLAN, MR. HOVAN BECAME FULLY VESTED AS OF JUNE 30, 2018. ANNUAL CREDITS TO THE PLAN ARE IMMEDIATELY VESTED AND INCLUDED IN SCH J, PART II, COLUMN (B)(iii). PURSUANT TO THE PLAN $364,900 WAS INCLUDED IN MR. HOVAN'S 2021 FORM W-2 AND SCH J, PART II, COLUMN B(III).
PART I, LINE 7The 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, COLUMN FOFFICERS, DIRECTORS, AND KEY EMPLOYEES WHO ARE EMPLOYEES OF SOUTHCOAST PARTICIPATE IN SOUTHCOAST'S 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. PRIOR YEAR CONTRIBUTION CREDITS INCLUDED AS DEFERRED IN A PRIOR YEAR AND AS W-2 COMPENSATION IN THE CURRENT YEAR ARE INCLUDED IN SCHEDULE J, PART, II, COLUMN (F). ONLY UPON TERMINATIONS OF EMPLOYMENT DO FULLY VESTED PARTICIPANTS RECEIVE DISTRIBUTIONS FROM THE PLAN. CONTRIBUTIONS VEST THE EARLIER OF: JULY 1 OF THE 3RD CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE CONTRIBUTION CREDIT IS MADE; UPON REACHING AGE 62; DEATH; DISABILITY; OR INVOLUNTARY SEPARATION. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDES THE ORIGINAL CONTRIBUTION CREDITS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO THE RISK OF FORFEITURE. KEITH HOVAN - $264,993 RENEE CLARK - $109,644 MICHAEL COFONE - $193,085 STEPHEN CANESSA - $47,978 LAUREN DESIMON JOHNSON - $7,630

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Mass Development and Finance Agency
A04343181457584YH282021-02-04$104,489,523REFINANCING & CONSTRUCTION/RENOVATfalsefalsefalse
Mass Development and Finance Agency
B0434318149999999992012-01-31$46,965,000Refinancingfalsefalsefalse
Mass Development and Finance Agency
C04343181457583UTY42013-02-14$60,879,456Construct/renovate care centersfalsefalsefalse
MASS DEVELOPMENT AND FINANCE AGENCY
D0434318149999999992018-11-01$38,480,000REFINANCINGfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$104,489,523$0$0$0$1,503,621$0$0$52,082,522$42,956,226$7,947,1542022Yes (true)falsefalseYes (true)
B$0$0$46,965,000$0$0$0$254,694$0$0$0$46,710,306$02012Yes (true)falseYes (true)false
C$0$0$60,879,456$0$0$0$759,501$0$0$60,119,955$0$02014falsefalseYes (true)false
D$0$0$38,480,000$0$0$0$198,723$0$0$0$38,281,277$02018Yes (true)falseYes (true)false

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)false0.000000.000000.00000falsefalsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)false0.000300.001300.00160falsefalsefalseYes (true)
Cfalsefalsefalsefalse0.000000.000000.00000falsefalsefalseYes (true)
DfalseYes (true)Yes (true)Yes (true)false0.010000.000600.01060falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalseYes (true)falseYes (true)falsefalsefalse0falseYes (true)
0
BfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
CfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
DfalsefalseYes (true)falseYes (true)falsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, LINE 2CFormAndLineReferenceDesc
ExplanationREBATE COMPUTATIONS WERE PERFORMED ON THE FOLLOWING DATES: A - 11/10/2021 B - 02/04/2022 C - 11/10/2021ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (19 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDesc
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$1,295,195COMPENSATION
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$618,925COMPENSATION
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$777,683COMPENSATION
SHAWN MYERS
FAMILY MEMBER OF OFFICER$116,130COMPENSATION
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$720,974COMPENSATION
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$817,758COMPENSATION
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$23,653,420SUPPLIES
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$375,951SUPPLIES
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$117,542SERVICES
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$335,778SERVICES
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$4,188,426SERVICES
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$365,011COMPENSATION
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$40,911,783SERVICES
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$2,371,102SERVICES
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$4,277,150SERVICES
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$37,259,976SERVICES
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$807,284COMPENSATION
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$13,214COMPENSATION
KAILINN HENRIQUEZ
FAMILY MEMBER OF OFFICER$20,988COMPENSATION

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$60,282NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket ValueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Descevent itemsDesc
Contribution36ContributionCnt
Noncash Contributions Rpt F990$18,776NoncashContributionsRptF990Amt
Method Of Determining Revenuescost/sales priceMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B)FormAndLineReferenceDesc
ExplanationTHE AMOUNT REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (22 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 THE MANAGEMENT FOR REVIEW AND COMMENT. A DRAFT OF THE FORM 990 IS ALSO PROVIDED TO THE ORGANIZATION'S AUDIT COMMITTEE FOR REVIEW. A FINAL COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. AN OFFICER OF THE ORGANIZATION AND ITS PAID PREPARER, RESPECTIVELY, SIGN THE FINAL FORM 990.
PART VI, SECTION B, LINE 12C:SHS HAS CONFLICT OF INTEREST, LEGAL COMPLIANCE AND CODE OF CONDUCT POLICIES THAT APPLY TO ALL TRUSTEES, OFFICERS, 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 ($70,033,050) POST RET. AND OTHER CHANGES IN NET ASSETS $ 5,431,356 CHANGE IN VALUE OF PERPETUAL TRUSTS ($11,201,686) ENDOWMENT TRANSFERS $ 2,708,857 TEMP RESTRICTED CONTRIBUTIONS AND PLEDGES $ 3,353,669 RELEASES FOR OPS ($4,156,004) RELEASES FOR PPE ($4,000,753) ______________ TOTAL ($77,897,611)
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, 2021 AND 2022 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, 2022. NO STAND ALONE AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR SHG FOR THE YEAR ENDED SEPTEMBER 30, 2022.
FORM 990 PART IX LINE 11GDESCRIPTION:CONTRACT PHYSICIANS TOTAL FEES:56362348
FORM 990 PART IX LINE 11GDESCRIPTION:CONSULTING TOTAL FEES:4506393
FORM 990 PART IX LINE 11GDESCRIPTION:COURIER SERVICES TOTAL FEES:479384
FORM 990 PART IX LINE 11GDESCRIPTION:OUTSOURCED SERVICES TOTAL FEES:14497634
FORM 990 PART IX LINE 11GDESCRIPTION:PAYROLL FEES TOTAL FEES:118915
FORM 990 PART IX LINE 11GDESCRIPTION:CLEANING TOTAL FEES:702907
FORM 990 PART IX LINE 11GDESCRIPTION:RECRUITMENT AND AGENCY FEES TOTAL FEES:933428
FORM 990 PART IX LINE 11GDESCRIPTION:COLLECTION AND BILLING SERVICE TOTAL FEES:3261239
FORM 990 PART IX LINE 11GDESCRIPTION:AGENCY STAFF TOTAL FEES:41977967

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1SOUTHCOAST HEALTH SURGICAL HOLDINGS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 PAGE STREETAddressLine1Txt
CityNEW BEDFORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02740ZIPCd
FieldValueIRS element (for citing)
EIN881860825EIN
Primary ActivitiesHOLDING CO.PrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$1,120,200EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SHGBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
SOUTHCOAST HEALTH SYSTEM INC
101 PAGE STNEW BEDFORDMA02740042794625SUPP. SHGMA501(c)(3)12, III-FINAfalse
SOUTHCOAST PHYSICIANS GROUP INC
200 MILL RD STE 180FARIHAVENMA02719222703314PHYS. SVCS.MA501(c)(3)10SHSYes (true)
SOUTHCOAST VENTURESINC
101 PAGE STNEW BEDFORDMA02740043003172PHYS. SVCS.MA501(c)(3)12, Type ISHSYes (true)
CHARLTON LONG TERM CARE SVCS INC
363 HIGHLAND AVEFALL RIVERMA02720043109579SUPP. SHGMA501(c)(3)12, Type ISHSYes (true)
SOUTHCOAST VISITING NURSE ASSN INC
200 MILL RDFAIRHAVENMA02719042105745HOME CAREMA501(c)(3)10SHSYes (true)
Saint Luke's Nursing Home Inc
101 Page StNEW BEDFORDMA02740042984542InactiveMA501(c)(3)12, Type ISHSYes (true)
SOUTHCOAST HEALTH AMBASSADORS INC
363 HIGHLAND AVEFALL RIVERMA02720043583676SUPPORT SHGMA501(C)(3)12, TYPE ISHGYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCd
COASTLINE PROFESSIONAL ASSURANCE CO
PO Box Grand CaymanGRAND CAYMANCJ980445031INSURANCECJSHSCorp$0$00.00000Yes (true)
HEALTH MANAGEMENT INITIATIVES INC
042998712COMM RENTALSHSCorp$0$00.00000Yes (true)363 HIGHLAND AVEFALL RIVERMA02720MA
CHARITABLE REMAINDER TRUST (12)
CHARITABLE TRUSTSHGTRUSTYes (true)MA
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (8 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Southcoast Physicians Group Inc
J$1,981,460CASH
Southcoast Physicians Group Inc
O$1,325,372CASH
Southcoast Physicians Group Inc
P$58,965,732CASH
Southcoast Physicians Group Inc
Q$4,831,591CASH
Southcoast Visiting Nurse Assoc Inc
O$187,664CASH
Southcoast Visiting Nurse Assoc Inc
Q$1,001,257CASH
Coastline Professional Assurance Corp
P$2,978,012CASH
SOUTHCOAST HEALTH AMBASSADORS
O$105,011CASH