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SOUTHCOAST HOSPITALS GROUP INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SOUTHCOAST HOSPITALS GROUP INC (EIN 22-2592333)
Tax period
2020-10-01 to 2021-09-30
Filed
2022-08-15
IRS object ID
202222279349304817
Schema version
2020v4.1
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)
Return2022-08-15T17:45:47-05:00ReturnTs
Tax Period End2021-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers 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 Begin2020-10-01TaxPeriodBeginDt

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
Signature2022-08-15SignatureDt
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

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$1,053,532,219GrossReceiptsAmt
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 Body18VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee6688TotalEmployeeCnt
Total Volunteers148TotalVolunteersCnt
Total Gross UBI$1,307,803TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,063,034NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$72,972,069PYContributionsGrantsAmt
CY Contributions Grants$8,653,909CYContributionsGrantsAmt
PY Program Service Revenue$843,691,353PYProgramServiceRevenueAmt
CY Program Service Revenue$917,286,511CYProgramServiceRevenueAmt
PY Investment Income$19,422,490PYInvestmentIncomeAmt
CY Investment Income$33,010,277CYInvestmentIncomeAmt
PY Other Revenue$710,890PYOtherRevenueAmt
CY Other Revenue$670,238CYOtherRevenueAmt
PY Total Revenue$936,796,802PYTotalRevenueAmt
CY Total Revenue$959,620,935CYTotalRevenueAmt
PY Grants And Similar Paid$906,278PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$64,445CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$429,041,200PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$437,607,064CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$100,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$125,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,642,664CYTotalFundraisingExpenseAmt
PY Other Expenses$408,932,272PYOtherExpensesAmt
CY Other Expenses$451,545,021CYOtherExpensesAmt
PY Total Expenses$838,979,750PYTotalExpensesAmt
CY Total Expenses$889,341,530CYTotalExpensesAmt
PY Revenues Less Expenses$97,817,052PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$70,279,405CYRevenuesLessExpensesAmt
Total Assets BOY$1,213,595,255TotalAssetsBOYAmt
Total Assets EOY$1,265,624,200TotalAssetsEOYAmt
Total Liabilities BOY$550,168,256TotalLiabilitiesBOYAmt
Total Liabilities EOY$568,584,414TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$663,426,999NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$697,039,786NetAssetsOrFundBalancesEOYAmt
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$721,874,564ExpenseAmt
Grant$64,445GrantAmt
Revenue$917,286,511RevenueAmt
DescSOUTHCOAST PROVIDES INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO IMPROVE THE HEALTH AND WELLNESS OF INDIVIDUALS IN ITS COMMUNITIES. SOUTHCOAST RECORDED 194,161 INPATIENT DAYS, PERFORMED 16,224 SURGERIES AND 9,460 ENDOSCOPIES, PROVIDED 3,177,620 LABORATORY TESTS, PERFORMED 407,945 RADIOLOGICAL PROCEDURES, 189,791 PHYSICAL MEDICINE VISITS, 659 PCI CORONARY INTERVENTIONS, 2,017 DIAGNOSTIC CATHERIZATIONS, 337 OPEN HEART SURGERIES, 1,501 ELECTROPHYSIOLOGY CASES, 491 CORONARY DEVICE IMPLANTS, 2,938 NEWBORN ADMISSIONS, PERFORMED 35,662 RADIATION AND MEDICAL CHEMOTHERAPY TREATMENTS AND CARED FOR 151,267 EMERGENCY ROOM PATIENTS 24 HOURS A DAY 7 DAYS A WEEK REGARDLESS OF THEIR ABILITY TO PAY FOR SUCH SERVICES. IN FY2021 SHG HAD 13,159 COVID INTERACTIONS, MADE UP OF 1,616 INPATIENT DISCHARGES AND 11,543 OP VISITS.Desc
Total Program Service Expenses$721,874,564TotalProgramServiceExpensesAmt
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 FundraisingYes (true)ProfessionalFundraisingInd
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 EntYes (true)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
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 Document279IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee6688EmployeeCnt
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 Members18GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
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 (32 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
KEITH HOVAN
PRESIDENT & CEO58.014.5Yes (X)Yes (X)$2,401,479$0$340,416
WADE BROUGHMAN
EVP FIN/CFO & Treasurer60.012.5Yes (X)$1,187,178$0$33,917
RENEE CLARK
SVP/COO (SHG)/ ASST. CLERK45.027.5Yes (X)$898,909$0$157,866
ILANA FEINERMAN MD
TRUSTEE (AS OF 1/2021)1.544.5Yes (X)$0$671,349$27,132
LAUREN DESIMON JOHNSON
SVP/ CHRO60.00.0$583,026$0$93,787Yes (X)
JAMES FEEN
SVP/CIO60.00.0$553,772$0$115,194Yes (X)
MICHAEL COFONE
SVP FINANCE60.00.0$527,724$0$103,626Yes (X)
STEPHEN CANESSA
SVP CHIEF BRAND STRATEGY OFFCR60.00.0$454,468$0$96,936Yes (X)
JAQUELINE SOMERVILLE
SVP/CNO60.00.0$520,634$0$17,117Yes (X)
JAMES WITKOWSKI MD
TRUSTEE (AS OF 1/2021)1.544.5Yes (X)$0$382,283$46,661
GEORGINA NOUAIME MD
TRUSTEE (UNTIL 12/2020)1.546.0Yes (X)$0$385,755$27,888
ROBERT CALDAS MD
Former Senior VP & CMO0.00.0$394,274$0$16,490Yes (X)
STEPHEN PIRES
SVP INSURANCE & RISK MGMT60.00.0$346,994$0$34,817Yes (X)
JOELY EDWARDS MD
TRUSTEE (AS OF 1/2021)1.546.0Yes (X)$0$351,059$27,161
TONYA JOHNSON
VP OPERATIONS60.00.0$336,087$0$37,552Yes (X)
SHERI WEINTRAUB
CHEIF PHYSICIST40.00.0$297,951$0$39,666Yes (X)
PHILIP OLIVEIRA
VP SUPPORT SERVICES40.00.0$280,705$0$37,566Yes (X)
JAY S SCHACHNE MD
TRUSTEE1.544.5Yes (X)$0$206,265$14,071
ROBERT TRIPP JR DO
TRUSTEE (UNTIL 12/2020)1.544.5Yes (X)$0$165,465$16,074
SALMAN BASHIR MD
TRUSTEE1.56.0Yes (X)$700$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$8,783,901TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,162,176TotReportableCompRltdOrgAmt
Total Other Compensation$1,283,937TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K661IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
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
EPIC SYSTEMS CORPORATION
1979 MILKY WAYVERONAWI53593IT SYSTEM CONSULTANT$3,791,767
NORTH AMERICAN PARTNERS IN ANESTHES
68 SOUTH SERVICE ROADMELVILLENY11747ANESTHESIA SERVICES$15,928,253
SHAWMUT WOODWORKING AND SUPPLY INC
560 HARRISON AVENUEBOSTONMA02118CONSTRUCTION$7,099,809
QUEST DIAGNOSTICS
PO BOX 740709ATLANTAGA30374LAB SERVICES$5,788,519
ROBINSON COLE LLP
280 TRUMBULL STREETHARTFORDCT06103LEGAL SERVICES$4,077,983
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K158CntrctRcvdGreaterThan100KCnt
Fundraising$249,150FundraisingAmt
Government Grants$6,358,463GovernmentGrantsAmt
All Other Contributions$2,046,296AllOtherContributionsAmt
Noncash Contributions$94,999NoncashContributionsAmt
Total Contributions$8,653,909TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
PATIENT SVC REVENUE621500$830,323,320$830,199,734$123,586
HEALTHCARE SVC REVENUE446110$73,246,749$73,189,839$56,910
PARTNERSHIP INCOME525990$9,041,397$1,127,307$7,914,090
GIFT SHOP INCOME621400$196,183$196,183
CAFETERIA722210$2,511,949$2,511,949

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,966,913TotalRevenueColumnAmt
Exclusion$1,966,913ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$917,286,511TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,480,299TotalRevenueColumnAmt
Exclusion$9,480,299ExclusionAmt

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$892,875RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$210,195RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$682,680RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$682,680TotalRevenueColumnAmt
Exclusion$682,680ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$117,185,516SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$93,332,558SecuritiesAmt
Other$322,981OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$23,852,958SecuritiesAmt
Other-$322,981OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,529,978TotalRevenueColumnAmt
Exclusion$23,529,978ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$33,108FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$249,150ContriRptFundraisingEventAmt
Fundraising Direct Expenses$45,550FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$12,442TotalRevenueColumnAmt
Exclusion-$12,442ExclusionAmt
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$959,620,935TotalRevenueColumnAmt
Related Or Exempt Func Income$905,901,522RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,307,803UnrelatedBusinessRevenueAmt
Exclusion$43,757,701ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$64,445TotalAmt
Program Services$64,445ProgramServicesAmt

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$7,803,219TotalAmt
Program Services$6,302,555ProgramServicesAmt
Management And General$1,481,402ManagementAndGeneralAmt
Fundraising$19,262FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,249,968TotalAmt
Program Services$1,012,081ProgramServicesAmt
Management And General$237,887ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$337,192,457TotalAmt
Program Services$272,557,318ProgramServicesAmt
Management And General$63,802,306ManagementAndGeneralAmt
Fundraising$832,833FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$14,878,053TotalAmt
Program Services$12,981,557ProgramServicesAmt
Management And General$1,851,916ManagementAndGeneralAmt
Fundraising$44,580FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$51,693,525TotalAmt
Program Services$45,403,238ProgramServicesAmt
Management And General$6,143,013ManagementAndGeneralAmt
Fundraising$147,274FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$24,789,842TotalAmt
Program Services$21,797,004ProgramServicesAmt
Management And General$2,922,487ManagementAndGeneralAmt
Fundraising$70,351FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$6,068,808TotalAmt
Program Services$4,603,246ProgramServicesAmt
Management And General$1,465,562ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,526,146TotalAmt
Program Services$33,897ProgramServicesAmt
Management And General$4,492,249ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$678,318TotalAmt
Management And General$678,318ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$187,446TotalAmt
Program Services$10,719ProgramServicesAmt
Management And General$176,727ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$125,000TotalAmt
Fundraising$125,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$628,239TotalAmt
Management And General$628,239ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$85,598,089TotalAmt
Program Services$70,321,994ProgramServicesAmt
Management And General$15,267,422ManagementAndGeneralAmt
Fundraising$8,673FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,269,290TotalAmt
Program Services$100,136ProgramServicesAmt
Management And General$3,167,258ManagementAndGeneralAmt
Fundraising$1,896FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,113,761TotalAmt
Program Services$3,254,439ProgramServicesAmt
Management And General$3,832,782ManagementAndGeneralAmt
Fundraising$26,540FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$17,040,997TotalAmt
Program Services$2,048,079ProgramServicesAmt
Management And General$14,961,632ManagementAndGeneralAmt
Fundraising$31,286FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$17,364,902TotalAmt
Program Services$5,113,660ProgramServicesAmt
Management And General$12,251,242ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,009,520TotalAmt
Program Services$755,795ProgramServicesAmt
Management And General$250,355ManagementAndGeneralAmt
Fundraising$3,370FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$109,206TotalAmt
Program Services$33,976ProgramServicesAmt
Management And General$71,496ManagementAndGeneralAmt
Fundraising$3,734FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$6,859,372TotalAmt
Program Services$6,859,372ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$57,060,270TotalAmt
Program Services$42,894,672ProgramServicesAmt
Management And General$14,143,074ManagementAndGeneralAmt
Fundraising$22,524FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,877,963TotalAmt
Management And General$2,877,963ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PHARMACEUTICALS$90,099,529$90,099,529
HEALTH SAFETY NET ASSESSMENT$8,844,983$8,844,983
PARTS AND REPAIRS$14,899,999$3,914,191$10,985,229$579
MEDICAL SUPPLIES/LINENS$108,801,215$107,617,516$1,160,335$23,364

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$18,506,968TotalAmt
Program Services$15,250,162ProgramServicesAmt
Management And General$2,975,408ManagementAndGeneralAmt
Fundraising$281,398FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$889,341,530TotalAmt
Program Services$721,874,564ProgramServicesAmt
Management And General$165,824,302ManagementAndGeneralAmt
Fundraising$1,642,664FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$119,002,976BOYAmt
EOY$23,973,911EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,687,845BOYAmt
EOY$1,753,063EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$73,025,028BOYAmt
EOY$82,377,256EOYAmt

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$17,122,174BOYAmt
EOY$16,891,586EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,812,782BOYAmt
EOY$12,005,445EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$917,132,113LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$567,786,615LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$347,413,235BOYAmt
EOY$349,345,498EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$494,124,465BOYAmt
EOY$594,073,680EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$69,735,270BOYAmt
EOY$97,583,795EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$79,671,480BOYAmt
EOY$87,619,966EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,213,595,255BOYAmt
EOY$1,265,624,200EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$284,316,003BOYAmt
EOY$250,839,076EOYAmt

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$159,242,543BOYAmt
EOY$213,388,411EOYAmt

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$45,147,333BOYAmt
EOY$42,899,334EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$61,462,377BOYAmt
EOY$61,457,593EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$550,168,256BOYAmt
EOY$568,584,414EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$580,944,505BOYAmt
EOY$603,056,721EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$82,482,494BOYAmt
EOY$93,983,065EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$663,426,999BOYAmt
EOY$697,039,786EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,213,595,255BOYAmt
EOY$1,265,624,200EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$70,279,405ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$37,763,141NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$74,429,759OtherChangesInNetAssetsAmt
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$187,446DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$187,446TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II-B, LINE 1, LOBBYING ACTIVITIESDURING FISCAL YEAR 2021, SOUTHCOAST RETAINED 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 HEALTH CARE REFORM BILL, THE STATE BUDGET AND BUDGET AMENDMENTS, REGULATORY CHANGES, MEDICAID/DSH REIMBURSEMENT RATES, THE SOCIAL DETERMINANTS OF HEALTH, ARPA FUNDING AND THE COVID-19 PANDEMIC. OUR CONSULTANT FOR FEDERAL MATTERS WORKED WITH OUR FEDERAL DELEGATION ON MEDICARE DSH FUNDING, THE RURAL FLOOR WAGE INDEX, CHANGES TO THE AFFORDABLE CARE ACT, PREVENTING MEDICARE CUTS, 340B AND CARES ACT FUNDING.
PART II-B, LINE 1GDURING FISCAL YEAR 2021, OUR STATE CONSULTANTS MONITORED AND COMMUNICATED WITH OUR STATE LEGISLATIVE DELEGATION REGARDING THE SENATE AND HOUSE HEALTH CARE REFORM 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, INCLUDING ARPA FUNDING, AND THE COVID-19 PANDEMIC.

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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$70,838,207BeginningYearBalanceAmt
Contributions$1,482,353ContributionsAmt
Investment Earnings Or Losses$7,299,084InvestmentEarningsOrLossesAmt
Other Expenditures$3,490,657OtherExpendituresAmt
End Year Balance$76,128,987EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.66000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.34000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
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$434,769,298OtherCostOrOtherBasisAmt
Depreciation$283,743,867DepreciationAmt
Book Value$151,025,431BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,629,382OtherCostOrOtherBasisAmt
Depreciation$1,461,106DepreciationAmt
Book Value$1,168,276BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$424,662,192OtherCostOrOtherBasisAmt
Depreciation$282,581,642DepreciationAmt
Book Value$142,080,550BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$44,874,279OtherCostOrOtherBasisAmt
Book Value$44,874,279BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$349,345,498TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CASH INVESTMENTS$1,963,173F
PRIVATE EQUITY$10,971,784F
MULTISTRATEGY HEDGE FUNDS$34,272,496F
BENEFICIAL INT IN PERP TRUSTS$50,376,342F
FieldValueIRS element (for citing)
Total Book Value Securities$97,583,795TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDescBook ValueBookValueAmt
OTHER ASSETS$30,057,854
DUE FORM AFFILIATES$27,206,339
OTHER RECEIVABLES$5,465,161
RIGHT OF USE ASSETS OPERATING$23,513,733
RIGHT OF USE ASSETS FINANCING$1,318,037
UNBILLED RECEIVABLES$58,842
FieldValueIRS element (for citing)
Total Book Value Other Assets$87,619,966TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
OTHER LONG-TERM LIABILITIES$20,799,258
NON-PENSION POST RETIREMENT BE$6,353,649
DUE TO/FROM AFFILIATE$11,190,012
UNAMORTIZED BIC-$2,902,831
ACCUMULATED AMORT BIC$665,187
LEASE LIABILITY OPERATING$23,989,300
LEASE LIABILITY FINANCING$1,363,018
FieldValueIRS element (for citing)
Total Liability$61,457,593TotalLiabilityAmt

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, 2021 CONSOLIDATED AUDITED FINANCIAL STATEMENTS SINCE THE ADOPTION OF FIN 48 WAS NOT MATERIAL.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
HANOVER RESEARCH COUNCIL
44001 WILSON BLVDARLINGTONVA22203GRANT CONSULTINGfalse$287,541$105,000$182,541
CAMPO COMPANY EVENTS LLC
25 TILLEY AVENUENEWPORTRI02840FUNDRAISING CONSULTINGfalse$20,000-$20,000
FieldValueIRS element (for citing)
Total Gross Receipts$287,541TotalGrossReceiptsAmt
Total Retained By Contractors$125,000TotalRetainedByContractorsAmt
Total Net To Organization$162,541TotalNetToOrganizationAmt
Licensed StatesMALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF EVENTEvent1Nm
Gross Receipts Event1$228,218GrossReceiptsEvent1Amt
Charitable Contri Event1$201,268CharitableContriEvent1Amt
Gross Revenue Event1$26,950GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$6,313NonCashPrizesEvent1Amt
Rent Facility Costs Event1$15,800RentFacilityCostsEvent1Amt
Food And Beverage Event1$11,826FoodAndBeverageEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$280OtherDirectExpensesEvent1Amt
Event25K EVENTEvent2Nm
Gross Receipts Event2$54,040GrossReceiptsEvent2Amt
Charitable Contri Event2$47,882CharitableContriEvent2Amt
Gross Revenue Event2$6,158GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$11,096NonCashPrizesEvent2Amt
Rent Facility Costs Event2$0RentFacilityCostsEvent2Amt
Food And Beverage Event2$0FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$235OtherDirectExpensesEvent2Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Other Events$0GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$0CharitableContriOtherEventsAmt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$0NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$0RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$0FoodAndBeverageOtherEventsAmt
Entertainment Other Events$0EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$0OthDirectExpnssOtherEventsAmt
Gross Receipts Total$282,258GrossReceiptsTotalAmt
Charitable Contributions Tot$249,150CharitableContributionsTotAmt
Gross Revenue Total Events$33,108GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$17,409NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$15,800RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$11,826FoodAndBeverageTotalEventsAmt
Entertainment Total Events$0EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$515OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$45,550DirectExpenseSummaryEventsAmt
Net Income Summary-$12,442NetIncomeSummaryAmt

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$8,271,095TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,469,971DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,801,124NetCommunityBenefitExpnsAmt
Total Expense0.00650TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$192,467,291TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$167,288,871DirectOffsettingRevenueAmt
Net Community Benefit Expns$25,178,420NetCommunityBenefitExpnsAmt
Total Expense0.02830TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$200,738,386TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$169,758,842DirectOffsettingRevenueAmt
Net Community Benefit Expns$30,979,544NetCommunityBenefitExpnsAmt
Total Expense0.03480TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs22ActivitiesOrProgramsCnt
Total Community Benefit Expns$8,445,788TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$658,499DirectOffsettingRevenueAmt
Net Community Benefit Expns$7,787,289NetCommunityBenefitExpnsAmt
Total Expense0.00880TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Activities Or Programs5ActivitiesOrProgramsCnt
Persons Served967PersonsServedCnt
Total Community Benefit Expns$5,951,226TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,951,226NetCommunityBenefitExpnsAmt
Total Expense0.00670TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs4ActivitiesOrProgramsCnt
Total Community Benefit Expns$5,242,107TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,762,828DirectOffsettingRevenueAmt
Net Community Benefit Expns$3,479,279NetCommunityBenefitExpnsAmt
Total Expense0.00390TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Activities Or Programs2ActivitiesOrProgramsCnt
Total Community Benefit Expns$353,745TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$680DirectOffsettingRevenueAmt
Net Community Benefit Expns$353,065NetCommunityBenefitExpnsAmt
Total Expense0.00040TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs33ActivitiesOrProgramsCnt
Persons Served967PersonsServedCnt
Total Community Benefit Expns$19,992,866TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,422,007DirectOffsettingRevenueAmt
Net Community Benefit Expns$17,570,859NetCommunityBenefitExpnsAmt
Total Expense0.01980TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs33ActivitiesOrProgramsCnt
Persons Served967PersonsServedCnt
Total Community Benefit Expns$220,731,252TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$172,180,849DirectOffsettingRevenueAmt
Net Community Benefit Expns$48,550,403NetCommunityBenefitExpnsAmt
Total Expense0.05460TotalExpensePct

Economic Development EconomicDevelopmentGrp

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Coalition Building CoalitionBuildingGrp

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Health Improvement Advocacy HealthImprovementAdvocacyGrp

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Bad Debt Expense$6,731,586BadDebtExpenseAmt
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Reimbursed By Medicare$400,944,640ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$432,817,703CostOfCareReimbursedByMedcrAmt
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Supplemental Information SupplementalInformationGrp (10 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 5 In October 2019, Southcoast completed the conduction of a major, three-year health needs assessment 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 a focus on health care access, the physical environment, health behaviors, children's health, and health disparities. The analysis is enhanced by qualitative data gathered through stakeholder interviews, focus groups, and surveys of community members and service providers. The goal of the assessment is 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 the University of Massachusetts Dartmouth Public Policy Center, who completed a retrospective analysis of local, regional and national health and demographic data. In addition to health data analysis, we also conducted over 31 stakeholder interviews with community partner and service providers, 6 focus groups, a survey for service providers in which 142 people working in a variety of healthcare settings and professions completed and a community member survey, which was completed by 430 residents of the South Coast and its neighboring communities. Stakeholder Interviews: Fall River EMS GateHouse Media New England Father Bill's and Mainspring New Bedford Fire Department New Bedford Police Department Wareham Police Department Community Economic Development Center New Bedford Fishing Partnership Commission for Citizens with Disabilities Cape Verdean Association Old Rochester Regional School District Plymouth County District Attorney's Office Achushnet Council on Aging Community Health Consultant Junior Achievement of Southeastern MA St. Luke's Hospital Steppingstone, Inc. Fall River WIc Children's Advocacy Center of Bristol County New Beginnings, Southcoast Health Interchurch Council of Greater New Bedford Boys and Girls Club of New Bedford and Wareham Charlton Memorial Hospital Greater New Bedford Community Health Center United Neighbors of Fall River Focus Groups: 1. Consisted of Wareham-based service providers representing a wide range of care settings and health care professionals. 2. A support group for cancer survivors and their family members from across the region at the Southcoast Cancer Center in Fairhaven. 3. Conducted as part of the Mental Health Providers Network's regular meeting. Members include mental health professionals working in a variety of settings throughout the Greater New Bedford region. 4. Primary Spanish-speaking residents of the North end of New Bedford. Convened by the Community Economic Development Center of New Bedford. 5. Consisted of families who have engaged with programming provided by the Unoted Way of Greater New Bedford's Family Resource & Development Center. The group was very racially and ethnically diverse and multigenerational. 6. Consisted of community members and serivce providers working in Greater Fall River. Convened by Representative Carole Fiola as part of her regular "Coffee with Carole" event.
PART V, SECTION B, LINE 6ASOUTHCOAST HOSPITALS GROUP, INC. CONDUCTS ITS CHNA WITH SOUTHCOAST BEHAVIORAL HEALTH. PART V, SECTION B, LINE 6B SOUTHCOAST HOSPITALS GROUP, INC. COLLABORATES WITH THE UNIVERSITY OF MASSACHUSETTS DARTMOUTH PUBLIC POLICY CENTER.
PART V, SECTION B, LINE 7Ahttps://www.southcoast.org/wp-content/uploads/2019/10/Southcoast-Health-CH NA-2019-Final_PPC.pdf
PART V, SECTION B, LINES 7DOur needs assessment is widely shared with community partners and is often used in grant writing and collaborative strategic planning. In FY21, our needs assessment data was shared with and utilized by: Greater New Bedford Allies for Health and Wellness (CHNA 26) Partners for a Healthier Community (CHNA 25) Near North End Alliance Wareham Community Services Collaborative BMC Healthnet Plan Coastal Foodshed Laundry of Love Greater New Bedford Community Health Center Leadership Southcoast Age Friendly New Bedford Boys and Girls Club of Greater New Bedford New Bedford Health Department Fall River Health Department Wareham Health Department New Bedford Housing Authority Substance Exposed Newborn Committee of SE MA Wareham Public Schools' Beyond School Time YMCA Southcoast Homeless Service Providers Network
PART V, SECTION B, LINE 10Ahttps://www.southcoast.org/community-benefits/community-benefits-reporting /
PART V, SECTION B, LINE 11Southcoast's Community Benefits Strategic Action Plan was first formulated in 1998 as the result of an extensive needs assessment and since is updated annually. Our current plan is based on the community health needs assessment completed in 2019. Through the needs assessment process, Southcoast, in collaboration with community stakeholder, identified four priorities to address the most pressing health needs of the community. These priorities are: 1. CHRONIC DISEASE, PREVENTION & TREATMENT: REDUCTION OF THE HIGH RATE OF CHRONIC DISEASE (INCLUDING DIABETES, ASTHMA, CANCER, AND OTHER DISEASES) IN OUR REGION. 2. Educational Attainment & Income: Enhancement of South Coast resident's employment skills, increased job opportunities and access to education. Minimization of the skills gap across all sectors through assisting adults continue or expand their educational attainment (ex. a high school diploma or certificate), and to assist adults further their skills/advance in their careers through additional job training and readiness skills. Increase early literacy by boosting enrollment and access to early head start and preschool programs. Reducing Health Disparities including racial and ethnic disparities, income-based disparities, and education-based disparities. One other aspect of this is increasing access to health care for vulnerable populations through insurance enrollment and outreach and creating innovative approaches to population health, i.e. improving health and wellness for defined populations such as specific demographic or geographic groups. 3. Housing & Homelessness: The development of programs and services that support the reduction of homelessness in our region including strategies for increased collaboration among agencies serving homeless residents. 4. Behavioral Health: Behavioral health issues that include substance abuse and mental health, including improved coordination of behavioral health providers and systems. Maternal and Children's Health, including fetal and infant health, abuse and neglect, hospitalizations, substance abuse, healthy weight, and mortality. 5. Environmental Health & Wellness: Development of healthy "System and Environment" change, including healthy food options, increased access to free and low-cost opportunities for active living, such as public parks, bike trails etc., and reduction in the high rate of smoking in our communities. Reduction in the incidence of youth risk behaviors such as teen violence, high rates of teen pregnancy and substance abuse. Increasing Emergency Preparedness in our cities and towns, including basic infrastructure equipment. All activities of Community Benefits are completed in accordance with these priorities and include: conducting ongoing community health needs assessments, awarding Community Benefits Impact Opportunity Grants to community organizations working on projects aligned with CHNA priorities, coalition-building, and collaborating with community partners in the planning, implementing, monitoring and evaluating of Community Benefits programs as described below. Smoking Cessation and Prevention, Community Health Worker Projects, Maternal Child Health Education and Outreach, Health Access Outreach, Behavioral Health/Substance Use Intervention, Healthy System and Environment Change, Mobile Health Van, Cancer Screenings and Outreach, Coalitions to End and Prevent Homelessness, Economic Opportunity. To address needs, target populations are determined by our comprehensive health needs assessment and are reviewed on an annual basis. Our FY21 target populations included: - South Coast residents who suffer disproportionately from chronic disease such as cardiovascular disease, diabetes, cancer and respiratory disease. Particular focus is given to residents who experience barriers to care due to language, culture, race, income or education. - Area youth who are at high risk for problems such as teen pregnancy, violence, substance abuse, lack of educational attainment and other risky behaviors that affect health and wellbeing. This includes Gay/Lesbian/Bisexual/Transgender (GLBT) youth. - Residents who lack access to regular primary health care due to lack of health insurance or other barriers. - Residents and their families who are impacted by mental/behavioral health issues, including substance use disorder, particularly those who experience barriers to or breaks in care and are forced to rely on the Southcoast Emergency Department for regular care. - Area Boards of Health, Emergency Medical Services and other municipal agencies whose programs impact a number of aspects of health for their residents, and who have experienced severe budget cuts that have impacted these programs. This may include smoking cessation and prevention, chronic disease management and emergency preparedness. - Public housing residents, who suffer disproportionately from health disparities and have high rates of unhealthy risk factors including smoking, obesity and hypertension. - Homeless residents on the South Coast, particularly in the town of Wareham, where the rate of unsheltered homeless exceeds other towns in the region and approaches South Coast cities that have five times the population. - Those in our communities who experience health disparities due to racial, ethnic or economic factors. These include residents for whom English is not a first language, especially undocumented immigrants. In FY2021 we worked with the limited to non-english speaking communities to create access to and provide education about COVID-19 testing and vaccination. - The fishing community in New Bedford, who experience higher rates of chronic health issues due to barriers to health access and care. - Adolescents, youth and families/caregivers in the region who are at a higher risk of social and economic factors that will impact their long-term health outcomes.
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, LINE 20A-DSHG DID NOT ENGAGE IN ANY OF THE ACTIONS IN LINE 19 DURING FY2021.

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.
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 influencers of health such as housing, behavioral health, education and workforce development, and environmental health and wellness. Southcoast is the co-leader of the Bristol County Regional Alliance to end the opioid crisis, which is a regional coalition focused on increasing communication and collaboration of all entities working to address the Opioid Epidemic across the South Coast Region. Southcoast leads and convenes collaborative groups and actively participates on numerous coalitions that have helped expand housing opportunities and support those who are homeless in the town of Wareham and the City of New Bedford. Southcoast is also lead implementation partner of The Basics, Southcoast initiative. 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. Southcoast has provided leadership training and support on health advocacy issues such as regulations to limit tobacco access and has worked to increase access to healthy food through food rescue programs, supporting local initiatives led by community partners, such as the Wareham Mobile Markets and by promoting weekly farmers markets and CSA programs in the South Coast region. Southcoast serves on 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.
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 (PAGE 7) OF THE AUDITED FINANCIAL STATEMENTS DESCRIBES THE BAD DEBT EXPENSE.
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. Due to the impacts of COVID-19, in FY21 the community benefits impact grant program did not run, and will not be returning in FY22. A return date for the community benefits impact grant program is currently unknown.
PART VI, LINE 3Southcoast posts notifications of insurance eligibility in multiple languages throughout all of our inpatient and outpatient facilities, and provides information 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 on our Mobile Health Van. In FY21, our Patient Access Department assisted 15,228 unscheduled customers.
PART VI, LINE 4Southcoast Health system serves a diverse region along the South Coast Region of Massachusetts, including several urban centers with a number of demographic challenges, and rural and suburban towns. Overall, the South Coast's population increased by 2.8 percent since the beginning of the century and by 12.2 percent since 1970, both of which lag behind the statewide population growth rates for those periods. This gap appears to be mostly driven by long-term population declines in Fall River and New Bedford, although the population of New Bedford has increased slightly since 2010. 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 non-White residents account for 36.6 percent of the city's population. Communities throughout the South Coast are becoming more diverse. Between the 2006-2010 and 2013-2017 periods, the minority population in the region increased by 4.7 percent (16,945 people). Fall River experienced the largest percentage increase in its minority population (7.7% or 6,895 residents), followed by New Bedford (6.7% or 6,433 residents), Fairhaven (6.6% or 1,056 residents), and Wareham (5.4% or 1,329 residents). The schools of the South Coast are often more diverse than the communities as a whole. For example, New Bedford's public schools are now majority non-white with Hispanic and Black students representing 40.5 and 12.5 percent of the total student population, respectively. 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, as evidenced by foreign-born residents representing 14.5 percent of the region's population. As Gateway Cities, New Bedford and Fall River have been traditional destinations for new arrivals to America since the late 18th century. During the 2013-2017 period, 18.7 percent of residents in Fall River and 20.0 percent of residents in New Bedford were born outside of the country. In both cities, Portuguese immigrants make up the majority of the foreign-born residents. However, as emigration from Europe to the U.S. has slowed, Latin American and Asian immigrants make up increasing shares of the populations in New Bedford and Fall River. As major destinations for the region's newly arrived immigrants, New Bedford and Fall River have the highest shares of residents reporting limited English proficiency, 14.0 percent and 17.5 percent, respectively. 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. As a region, the South Coast has long struggled with low levels of educational attainment. Although the regional average is primarily driven by the low levels of educational attainment in Fall River and New Bedford, many of the region's towns also lag behind the state in educational attainment of post-secondary degrees. In both cities, the majority of the population 25 years of age or older has never attended a college or university. Additionally, when compared to the adult population statewide, both Fall River and New Bedford have nearly three times the percentage of adults who have not completed high school (27.9% and 27.3%, respectively) compared to the Commonwealth (9.7%). Inflation-adjusted median household income increased in seven South Coast communities from the 2006-2010 to the 2013-2017 periods. Seven South Coast communities have median incomes that are above the state average. Median incomes are particularly low in Fall River (4th lowest in Massachusetts) and New Bedford (7th lowest in Massachusetts). Acushnet, Fairhaven, Somerset, and Wareham also have median incomes below the state average. While the South Coast has a higher share of people living in poverty than the state, the region's cities are home to disproportionate shares of people in poverty. Over 20 percent (20.2%) of all people in Fall River and 23.1 percent of people in New Bedford live in households with annual incomes below the poverty level. This translates to 39,247 individuals living in poverty in just the cities of the South Coast alone. Poverty rates decreased in five South Coast communities between the 2008-2012 and 2013-2017 periods, while rates increased in eight communities. In Fall River and New Bedford, these measures of poverty are higher than the region and the state as a whole. For example, less than 10 percent of all families statewide live in poverty (7.8%), compared with 11.9 percent of all families in the South Coast and 17.5 percent of families in Fall River and 19.3 percent of families in New Bedford. In addition, the percentage of families with children living in poverty in Fall River and New Bedford is more than double the statewide percentage. The region's changing racial makeup and continued socioeconomic struggles place unique stresses on healthcare delivery, particularly in addressing health disparities based on race, income, and education. 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. The analysis shows that South Coast residents face environmental factors that may be a detriment to their health. For example: -Bristol County, which comprises most of the Southcoast Service area, has the highest rate of food insecurity in southeastern Massachusetts, with 10.3 percent of all county residents lacking access, at times, to enough food for an active, healthy life. -Walkable communities allow residents to reduce or even eliminate their use of automobiles, typically the second largest household expense in the U.S. These communities also convey immediate benefits to the environment since, unlike motorized transportation, walking produces no pollutants. Walking has the potential to confer beneficial effects for health, personal finances, the environment and more. The South Coast cities of Fall River and New Bedford scored a WalkScore of 66 and 65 out of 100. This means they are characterized as "somewhat walkable" communities. However, the more rural town of Wareham, is much less walkable and scored a 48 out of 100, characterizing the town as "car-dependent". -The South Coast is home to a number of sites that contain and/or generate contaminants that can negatively affect residents' health. The South Coast is home to 57 of the state's 1,012 brownfield sites. Twelve of these are located in Fall River and 28 are located in New Bedford. On a per square mile and per 1,000 population basis, these cities have higher ratios of brownfield sites compared to the state.
PART VI, LINE 5Southcoast Hospitals Group invests in direct services 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: Behavioral Health Needs: Continued utilized of the Southcoast Resource Connect platform, which has replaced the previously utilized Behavioral Health Connect platform. Southcoast Resource Connect is a resource directory for free or low-cost services that patients may need. There is a wide range of behavioral health and community resources to assist individuals and families who may be facing difficult life challenges. A number of our staff also played a leadership role in 12 local and regional coalitions to address the opioid crisis, including supporting the availability of Narcan in our region. Smoking Cessation: Continued work on smoking cessation and prevention that encompasses regulatory system and environment change along with education and clinical support for smoking cessation. The Southcoast Health Van continued work on a grant from the Thoracic Foundation to expand smoking cessation support for public housing residents throughout the region, as more municipal Housing Authorities in our region embrace smoke-free regulations and increase the age of which a person may purchase cigarettes or other tobacco products from 18 to 21 years old. Health Screenings: Outreach to vulnerable residents with a range of health screenings, referrals, and education. In FY21, the Southcoast Wellness Van was instrumental in bringing Covid-19 education, testing and vaccination opportunities to underserved populations in the community. The Southcoast Wellness Van administered 2,498 COVID-19 tests, and 1,633 doses of COVID-19 vaccine. The Southcoast Wellness Van also held several Pediatric Flu vaccine events, and vaccinated 212 children. Health Insurance: Targeted outreach that helped residents obtain health insurance. Due to COVID-19 circumstances, our patient access team did not conduct any outreach events, but assisted 15,228 unscheduled residents who lacked health insurance or had difficulty renewing their health insurance. Community Health Workers: Collaboration and programming to address health equity issues in our region by working to increase the capacity and training of community health workers, particularly those serving residents who face cultural, linguistic and economic barriers to health care. This past year we were able to expand CHW outreach for chronic disease management and helped organize supervisor and other CHW trainings. Collaboration: Coalition building and engagement that helped make meaningful connections across communities and our region. We participated over 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: Due to COVID-19 circumstances, we did not have our Community Benefits Impact Opporunity Grant Program.
PART VI, LINE 6The Southcoast Health Community Benefits program works with other Southcoast affiliates including, Southcoast Behavioral Health, Southcoast Visiting Nurses Association, Southcoast Physicians Group, Southcoast Health System and Southcoast Network, to coordinate all community benefit activities designed to address pressing health issues in our region and improve access to health care. The overall approach incorporates the social determinants of health framework, and takes into account environmental, social and other demographic factors that may influence health status. Representatives from affiliated systems participate as active members of an internal Community Benefits Leadership team that meets bi-monthly to share program information, discuss needs assessment, develop strategies, implementation process, evaluation and reporting of all community benefits programs. This team consists of individuals from departments that regularly engage in outreach in the community, including staff from our Southcoast Health Van, Social Services, Stroke Outreach, Diabetes Management, Behavioral Health Services, Patient Access Services, Cancer Outreach, Smoking Cessation, Urgent Care and the Southcoast Physicians Group. The Community Benefits Director oversees Southcoast's day-to-day community benefits activities and leads the internal Community Benefits Leadership Team and the external Community Benefits Advisory Council. Southcoast also shares regular updates and presentations on community benefits activities to all Southcoast Hospital staff and affiliates through leadership meetings, employee communications and in digital media campaigns.
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 (3 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)$25,000COMMUNITY OUTREACH
INTERCHURCH COUNCIL OF GREATER NEW BEDFORD
128 UNION STREET SUITE 100NEW BEDFORDMA02740042171191501(C)(3)$7,500COMMUNITY OUTREACH
MASSACHUSETTS TAXPAYERS FOUNDATION
333 WASHINGTON STREET SUITE 853BOSTONMA02108041590310501(C)(3)$5,495MEMBERSHIP CONTRIBUTIONS FOR PROGRAM SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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 PaymentYes (true)SeverancePaymentInd
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 (19 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 OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KEITH HOVAN
PRESIDENT & CEO$1,118,333$640,000$643,146$319,950$20,466$2,741,895$235,958
ROBERT CALDAS MD
Former Senior VP & CMO$0$0$394,274$0$16,490$410,764$0
WADE BROUGHMAN
EVP FIN/CFO & Treasurer$586,933$234,000$366,245$17,100$16,817$1,221,095$222,934
RENEE CLARK
SVP/COO (SHG)/ ASST. CLERK$565,000$232,500$101,409$137,400$20,466$1,056,775$94,242
ILANA FEINERMAN MD
TRUSTEE (AS OF 1/2021)$417,501$175,000$78,848$15,600$11,532$698,481$0
LAUREN DESIMON JOHNSON
SVP/ CHRO$391,375$143,500$48,151$73,321$20,466$676,813$0
MICHAEL COFONE
SVP FINANCE$351,000$126,000$50,724$83,160$20,466$631,350$52,500
JAMES FEEN
SVP/CIO$401,533$148,800$3,439$94,728$20,466$668,966$0
STEPHEN CANESSA
SVP CHIEF BRAND STRATEGY OFFCR$324,968$129,500$0$76,470$20,466$551,404$4,590
JAQUELINE SOMERVILLE
SVP/CNO$389,334$131,300$0$0$17,117$537,751$0
JAY S SCHACHNE MD
TRUSTEE$102,781$103,484$0$12,376$1,695$220,336$0
GEORGINA NOUAIME MD
TRUSTEE (UNTIL 12/2020)$284,305$40,000$61,450$15,600$12,288$413,643$0
STEPHEN PIRES
SVP INSURANCE & RISK MGMT$247,194$99,800$0$17,100$17,717$381,811$0
TONYA JOHNSON
VP OPERATIONS$261,087$75,000$0$17,100$20,452$373,639$0
JAMES WITKOWSKI MD
TRUSTEE (AS OF 1/2021)$277,115$40,000$65,168$35,100$11,561$428,944$0
JOELY EDWARDS MD
TRUSTEE (AS OF 1/2021)$200,000$150,966$93$15,600$11,561$378,220$0
ROBERT TRIPP JR DO
TRUSTEE (UNTIL 12/2020)$155,527$9,938$0$9,928$6,146$181,539$0
SHERI WEINTRAUB
CHEIF PHYSICIST$286,895$1,000$10,056$19,500$20,166$337,617$0
PHILIP OLIVEIRA
VP SUPPORT SERVICES$223,205$57,500$0$17,100$20,466$318,271$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AONE KEY EMPLOYEE RECEIVED A GROSS UP FOR RELOCATION REIMBURSEMENTS. THIS BENEFIT WAS INCLUDED IN THEIR W-2 TAXABLE INCOME. PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED A SEVERENCE PAYMENT FROM THE ORGANIZATION: ROBERT CALDAS - $394,274
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 - $268,697 RENEE CLARK - $97,897 MICHAEL COFONE - $54,391 STEPHEN CANESSA - $5,448 WADE BROUGHMAN - $353,897 JAQUELINE SOMERVILLE - $24,006 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 $360,800 WAS INCLUDED IN MR. HOVAN'S 2020 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.

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 ProceedsOtherSpentProceedsAmtUnspentUnspentAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndSubstantial CompletionSubstantialCompletionYr
A$0$0$104,489,523$0$0$0$1,503,621$0$0$36,775,496$42,956,226$23,254,180Yes (true)falsefalseYes (true)
B$0$0$49,965,000$0$0$0$254,694$0$0$0$46,710,306$0Yes (true)falseYes (true)false2012
C$0$0$60,879,456$0$0$0$759,501$0$0$60,119,955$0$0falsefalseYes (true)false2014
D$0$0$38,480,000$0$0$0$198,723$0$0$0$38,281,277$0Yes (true)falseYes (true)false2018

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 OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePct
AfalsefalseYes (true)Yes (true)false0falsefalsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)false0.00030falsefalsefalseYes (true)0.001300.00160
Cfalsefalsefalsefalse0.00000falsefalsefalseYes (true)0.000000.00000
DfalseYes (true)Yes (true)Yes (true)false0.00100falsefalsefalseYes (true)0.000600.00160

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)falsefalsefalsefalsefalse0falseYes (true)
0
BfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
CfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
DfalseYes (true)falsefalseYes (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: B - 02/10/2021 C - 10/16/2020ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (26 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
SHEPARD GROUP INC
35% CONTROLLED ENTITY$126,346SERVICESfalse
PATRICK HIGHAM
FAMILY MEMBER OF KEY EMPLOYEE$125,501COMPENSATIONfalse
LAUREN CALDAS HIGHAM
FAMILY MEMBER OF KEY EMPLOYEE$67,848COMPENSATIONfalse
SHAWN MYERS
FAMILY MEMBER OF OFFICER$82,038COMPENSATIONfalse
RELATED TO SUBSTANTIAL CONTRIBUTOR
FAMILY MEMBER OF SUBSTANTIAL CONTRIBUTOR$229,770COMPENSATIONfalse
RELATED TO SUBSTANTIAL CONTRIBUTOR
FAMILY MEMBER OF SUBSTANTIAL CONTRIBUTOR$100,467COMPENSATIONfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$37,770,511SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$208,133SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$7,045,167SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$305,445SUPPLIESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$1,489,761SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$1,544,393SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$2,547,440SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$269,453COMPENSATIONfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$333,161COMPENSATIONfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$4,047,113SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$162,042SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$1,098,003SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$624,628SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$39,162,008SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$2,711,128SUPPLIESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$3,095,686SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$4,717,194SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$3,177,456SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$2,616,804SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$452,963SUPPLIESfalse

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
Contribution3ContributionCnt
Noncash Contributions Rpt F990$61,395NoncashContributionsRptF990Amt
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 (5 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)event items14$12,604cost/sales price
Yes (X)FOOD3$12,600COST/SALES PRICE
Yes (X)OTHER2$2,750COST/SALES PRICE
Yes (X)CLOTHING1$3,000COST/SALES PRICE
Yes (X)STAFF APPRECIATION5$2,650COST/SALES PRICE
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 (13 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 LUKES 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 ORGANIZATIONS. INDIVIDUALS WITH REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS IN PART VII, SECTION A, COLUMN (E), ARE EMPLOYEES OF RELATED 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 ($86,924,555) POST RET. AND OTHER CHANGES IN NET ASSETS $ 3,665,918 CHANGE IN VALUE OF PERPETUAL TRUSTS $ 7,071,386 ENDOWMENT TRANSFERS $ 1,757,492 ______________ TOTAL ($74,429,759)
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, 2020 AND 2021 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, 2021. NO STAND ALONE AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR SHG FOR THE YEAR ENDED SEPTEMBER 30, 2021.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 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)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCd
COASTLINE PROFESSIONAL ASSURANCE CO
PO Box Grand CaymanGRAND CAYMANCJ980445031INSURANCECJSHSCorpYes (true)
HEALTH MANAGEMENT INITIATIVES INC
042998712COMM RENTALSHSCorpYes (true)363 HIGHLAND AVEFALL RIVERMA02720MA
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
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 (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Southcoast Physicians Group Inc
J$1,964,732CASH
Southcoast Physicians Group Inc
O$1,812,450CASH
Southcoast Physicians Group Inc
P$40,673,292CASH
Southcoast Physicians Group Inc
Q$4,900,600CASH
Southcoast Visiting Nurse Assoc Inc
O$324,009CASH
Southcoast Visiting Nurse Assoc Inc
Q$955,214CASH
Coastline Professional Assurance Corp
P$2,611,020CASH