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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-15T17:45:47-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222592333 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southcoast Hospitals Group Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WADE BROUGHMAN | InCareOfNm |
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 5089615000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Page Street | AddressLine1Txt |
| City | New Bedford | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WADE BROUGHMAN | PersonNm |
| Person Title | EXEC VP FIN & CFO | PersonTitleTxt |
| Phone | 5089615000 | PhoneNum |
| Signature | 2022-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WADE | PersonFirstNm |
| Person Last | BROUGHMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL J TANIS | PreparerPersonNm |
| PTIN | P01441612 | PTIN |
| Phone | 6175305000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RAYFORD KRUGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 PAGE STREET | AddressLine1Txt |
| City | New Bedford | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,053,532,219 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.southcoast.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THE OPTIMAL HEALTH AND WELL- BEING OF THE INDIVIDUALS AND FAMILIES IN THE COMMUNITIES SERVED BY SOUTHCOAST HOSPITALS GROUP (SHG).(SEE SCHEDULE O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 6688 | TotalEmployeeCnt |
| Total Volunteers | 148 | TotalVolunteersCnt |
| Total Gross UBI | $1,307,803 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,063,034 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $72,972,069 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,653,909 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $843,691,353 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $917,286,511 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,422,490 | PYInvestmentIncomeAmt |
| CY Investment Income | $33,010,277 | CYInvestmentIncomeAmt |
| PY Other Revenue | $710,890 | PYOtherRevenueAmt |
| CY Other Revenue | $670,238 | CYOtherRevenueAmt |
| PY Total Revenue | $936,796,802 | PYTotalRevenueAmt |
| CY Total Revenue | $959,620,935 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $906,278 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $64,445 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $429,041,200 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $437,607,064 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $100,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $125,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,642,664 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $408,932,272 | PYOtherExpensesAmt |
| CY Other Expenses | $451,545,021 | CYOtherExpensesAmt |
| PY Total Expenses | $838,979,750 | PYTotalExpensesAmt |
| CY Total Expenses | $889,341,530 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $97,817,052 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $70,279,405 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,213,595,255 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,265,624,200 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $550,168,256 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $568,584,414 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $663,426,999 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $697,039,786 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE THE OPTIMAL HEALTH AND WELL-BEING OF THE INDIVIDUALS AND FAMILIES IN THE COMMUNITIES SERVED BY SOUTHCOAST HOSPITALS GROUP (SHG). (SEE SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $721,874,564 | ExpenseAmt |
| Grant | $64,445 | GrantAmt |
| Revenue | $917,286,511 | RevenueAmt |
| Desc | SOUTHCOAST 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 | $721,874,564 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 279 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6688 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WADE BROUGHMAN | PersonNm |
| Phone | 5089732905 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 PAGE STREET | AddressLine1Txt |
| City | New Bedford | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| KEITH HOVAN | ||||||||||
| PRESIDENT & CEO | 58.0 | 14.5 | Yes (X) | Yes (X) | $2,401,479 | $0 | $340,416 | |||
| WADE BROUGHMAN | ||||||||||
| EVP FIN/CFO & Treasurer | 60.0 | 12.5 | Yes (X) | $1,187,178 | $0 | $33,917 | ||||
| RENEE CLARK | ||||||||||
| SVP/COO (SHG)/ ASST. CLERK | 45.0 | 27.5 | Yes (X) | $898,909 | $0 | $157,866 | ||||
| ILANA FEINERMAN MD | ||||||||||
| TRUSTEE (AS OF 1/2021) | 1.5 | 44.5 | Yes (X) | $0 | $671,349 | $27,132 | ||||
| LAUREN DESIMON JOHNSON | ||||||||||
| SVP/ CHRO | 60.0 | 0.0 | $583,026 | $0 | $93,787 | Yes (X) | ||||
| JAMES FEEN | ||||||||||
| SVP/CIO | 60.0 | 0.0 | $553,772 | $0 | $115,194 | Yes (X) | ||||
| MICHAEL COFONE | ||||||||||
| SVP FINANCE | 60.0 | 0.0 | $527,724 | $0 | $103,626 | Yes (X) | ||||
| STEPHEN CANESSA | ||||||||||
| SVP CHIEF BRAND STRATEGY OFFCR | 60.0 | 0.0 | $454,468 | $0 | $96,936 | Yes (X) | ||||
| JAQUELINE SOMERVILLE | ||||||||||
| SVP/CNO | 60.0 | 0.0 | $520,634 | $0 | $17,117 | Yes (X) | ||||
| JAMES WITKOWSKI MD | ||||||||||
| TRUSTEE (AS OF 1/2021) | 1.5 | 44.5 | Yes (X) | $0 | $382,283 | $46,661 | ||||
| GEORGINA NOUAIME MD | ||||||||||
| TRUSTEE (UNTIL 12/2020) | 1.5 | 46.0 | Yes (X) | $0 | $385,755 | $27,888 | ||||
| ROBERT CALDAS MD | ||||||||||
| Former Senior VP & CMO | 0.0 | 0.0 | $394,274 | $0 | $16,490 | Yes (X) | ||||
| STEPHEN PIRES | ||||||||||
| SVP INSURANCE & RISK MGMT | 60.0 | 0.0 | $346,994 | $0 | $34,817 | Yes (X) | ||||
| JOELY EDWARDS MD | ||||||||||
| TRUSTEE (AS OF 1/2021) | 1.5 | 46.0 | Yes (X) | $0 | $351,059 | $27,161 | ||||
| TONYA JOHNSON | ||||||||||
| VP OPERATIONS | 60.0 | 0.0 | $336,087 | $0 | $37,552 | Yes (X) | ||||
| SHERI WEINTRAUB | ||||||||||
| CHEIF PHYSICIST | 40.0 | 0.0 | $297,951 | $0 | $39,666 | Yes (X) | ||||
| PHILIP OLIVEIRA | ||||||||||
| VP SUPPORT SERVICES | 40.0 | 0.0 | $280,705 | $0 | $37,566 | Yes (X) | ||||
| JAY S SCHACHNE MD | ||||||||||
| TRUSTEE | 1.5 | 44.5 | Yes (X) | $0 | $206,265 | $14,071 | ||||
| ROBERT TRIPP JR DO | ||||||||||
| TRUSTEE (UNTIL 12/2020) | 1.5 | 44.5 | Yes (X) | $0 | $165,465 | $16,074 | ||||
| SALMAN BASHIR MD | ||||||||||
| TRUSTEE | 1.5 | 6.0 | Yes (X) | $700 | $0 | $0 | ||||
| JASON RUA | ||||||||||
| TRUSTEE | 1.5 | 7.0 | Yes (X) | $0 | $0 | $0 | ||||
| LOUIS CABRAL | ||||||||||
| CHAIR | 2.5 | 9.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JAMES JEROME COOGAN | ||||||||||
| Clerk | 2.5 | 7.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| W HUGH M MORTON | ||||||||||
| Trustee | 1.5 | 4.5 | Yes (X) | $0 | $0 | $0 | ||||
| DENNIS J FUSCO | ||||||||||
| Trustee | 1.5 | 4.5 | Yes (X) | $0 | $0 | $0 | ||||
| DONALD G GIUMETTI | ||||||||||
| VICE CHAIR | 2.5 | 10.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH HUIDEKOPER | ||||||||||
| TRUSTEE | 1.5 | 6.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER HODGSON | ||||||||||
| TRUSTEE | 1.5 | 4.5 | Yes (X) | $0 | $0 | $0 | ||||
| HELENA DASILVA HUGHES | ||||||||||
| TRUSTEE | 1.5 | 4.5 | Yes (X) | $0 | $0 | $0 | ||||
| JONATHAN L ROUNDS | ||||||||||
| TRUSTEE | 1.5 | 4.5 | Yes (X) | $0 | $0 | $0 | ||||
| HEIDI A KOSTIN | ||||||||||
| TRUSTEE | 1.5 | 4.5 | Yes (X) | $0 | $0 | $0 | ||||
| CARMEN F SYLVESTER | ||||||||||
| TRUSTEE | 1.5 | 4.5 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,783,901 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,162,176 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,283,937 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 661 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EPIC SYSTEMS CORPORATION | |||||
| 1979 MILKY WAY | VERONA | WI | 53593 | IT SYSTEM CONSULTANT | $3,791,767 |
| NORTH AMERICAN PARTNERS IN ANESTHES | |||||
| 68 SOUTH SERVICE ROAD | MELVILLE | NY | 11747 | ANESTHESIA SERVICES | $15,928,253 |
| SHAWMUT WOODWORKING AND SUPPLY INC | |||||
| 560 HARRISON AVENUE | BOSTON | MA | 02118 | CONSTRUCTION | $7,099,809 |
| QUEST DIAGNOSTICS | |||||
| PO BOX 740709 | ATLANTA | GA | 30374 | LAB SERVICES | $5,788,519 |
| ROBINSON COLE LLP | |||||
| 280 TRUMBULL STREET | HARTFORD | CT | 06103 | LEGAL SERVICES | $4,077,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 158 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $249,150 | FundraisingAmt |
| Government Grants | $6,358,463 | GovernmentGrantsAmt |
| All Other Contributions | $2,046,296 | AllOtherContributionsAmt |
| Noncash Contributions | $94,999 | NoncashContributionsAmt |
| Total Contributions | $8,653,909 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| PATIENT SVC REVENUE | 621500 | $830,323,320 | $830,199,734 | $123,586 | |
| HEALTHCARE SVC REVENUE | 446110 | $73,246,749 | $73,189,839 | $56,910 | |
| PARTNERSHIP INCOME | 525990 | $9,041,397 | $1,127,307 | $7,914,090 | |
| GIFT SHOP INCOME | 621400 | $196,183 | $196,183 | ||
| CAFETERIA | 722210 | $2,511,949 | $2,511,949 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,966,913 | TotalRevenueColumnAmt |
| Exclusion | $1,966,913 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $917,286,511 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,480,299 | TotalRevenueColumnAmt |
| Exclusion | $9,480,299 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $892,875 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $210,195 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $682,680 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $682,680 | TotalRevenueColumnAmt |
| Exclusion | $682,680 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $117,185,516 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $93,332,558 | SecuritiesAmt |
| Other | $322,981 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,852,958 | SecuritiesAmt |
| Other | -$322,981 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,529,978 | TotalRevenueColumnAmt |
| Exclusion | $23,529,978 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $33,108 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $249,150 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $45,550 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,442 | TotalRevenueColumnAmt |
| Exclusion | -$12,442 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $959,620,935 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $905,901,522 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,307,803 | UnrelatedBusinessRevenueAmt |
| Exclusion | $43,757,701 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,445 | TotalAmt |
| Program Services | $64,445 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,803,219 | TotalAmt |
| Program Services | $6,302,555 | ProgramServicesAmt |
| Management And General | $1,481,402 | ManagementAndGeneralAmt |
| Fundraising | $19,262 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,249,968 | TotalAmt |
| Program Services | $1,012,081 | ProgramServicesAmt |
| Management And General | $237,887 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,192,457 | TotalAmt |
| Program Services | $272,557,318 | ProgramServicesAmt |
| Management And General | $63,802,306 | ManagementAndGeneralAmt |
| Fundraising | $832,833 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,878,053 | TotalAmt |
| Program Services | $12,981,557 | ProgramServicesAmt |
| Management And General | $1,851,916 | ManagementAndGeneralAmt |
| Fundraising | $44,580 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,693,525 | TotalAmt |
| Program Services | $45,403,238 | ProgramServicesAmt |
| Management And General | $6,143,013 | ManagementAndGeneralAmt |
| Fundraising | $147,274 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,789,842 | TotalAmt |
| Program Services | $21,797,004 | ProgramServicesAmt |
| Management And General | $2,922,487 | ManagementAndGeneralAmt |
| Fundraising | $70,351 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,068,808 | TotalAmt |
| Program Services | $4,603,246 | ProgramServicesAmt |
| Management And General | $1,465,562 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,526,146 | TotalAmt |
| Program Services | $33,897 | ProgramServicesAmt |
| Management And General | $4,492,249 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $678,318 | TotalAmt |
| Management And General | $678,318 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,446 | TotalAmt |
| Program Services | $10,719 | ProgramServicesAmt |
| Management And General | $176,727 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,000 | TotalAmt |
| Fundraising | $125,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628,239 | TotalAmt |
| Management And General | $628,239 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,598,089 | TotalAmt |
| Program Services | $70,321,994 | ProgramServicesAmt |
| Management And General | $15,267,422 | ManagementAndGeneralAmt |
| Fundraising | $8,673 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,269,290 | TotalAmt |
| Program Services | $100,136 | ProgramServicesAmt |
| Management And General | $3,167,258 | ManagementAndGeneralAmt |
| Fundraising | $1,896 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,113,761 | TotalAmt |
| Program Services | $3,254,439 | ProgramServicesAmt |
| Management And General | $3,832,782 | ManagementAndGeneralAmt |
| Fundraising | $26,540 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,040,997 | TotalAmt |
| Program Services | $2,048,079 | ProgramServicesAmt |
| Management And General | $14,961,632 | ManagementAndGeneralAmt |
| Fundraising | $31,286 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,364,902 | TotalAmt |
| Program Services | $5,113,660 | ProgramServicesAmt |
| Management And General | $12,251,242 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,009,520 | TotalAmt |
| Program Services | $755,795 | ProgramServicesAmt |
| Management And General | $250,355 | ManagementAndGeneralAmt |
| Fundraising | $3,370 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,206 | TotalAmt |
| Program Services | $33,976 | ProgramServicesAmt |
| Management And General | $71,496 | ManagementAndGeneralAmt |
| Fundraising | $3,734 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,859,372 | TotalAmt |
| Program Services | $6,859,372 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,060,270 | TotalAmt |
| Program Services | $42,894,672 | ProgramServicesAmt |
| Management And General | $14,143,074 | ManagementAndGeneralAmt |
| Fundraising | $22,524 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,877,963 | TotalAmt |
| Management And General | $2,877,963 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,506,968 | TotalAmt |
| Program Services | $15,250,162 | ProgramServicesAmt |
| Management And General | $2,975,408 | ManagementAndGeneralAmt |
| Fundraising | $281,398 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $889,341,530 | TotalAmt |
| Program Services | $721,874,564 | ProgramServicesAmt |
| Management And General | $165,824,302 | ManagementAndGeneralAmt |
| Fundraising | $1,642,664 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,002,976 | BOYAmt |
| EOY | $23,973,911 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,687,845 | BOYAmt |
| EOY | $1,753,063 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,025,028 | BOYAmt |
| EOY | $82,377,256 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,122,174 | BOYAmt |
| EOY | $16,891,586 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,812,782 | BOYAmt |
| EOY | $12,005,445 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $917,132,113 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $567,786,615 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,413,235 | BOYAmt |
| EOY | $349,345,498 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $494,124,465 | BOYAmt |
| EOY | $594,073,680 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,735,270 | BOYAmt |
| EOY | $97,583,795 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,671,480 | BOYAmt |
| EOY | $87,619,966 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,213,595,255 | BOYAmt |
| EOY | $1,265,624,200 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,316,003 | BOYAmt |
| EOY | $250,839,076 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,242,543 | BOYAmt |
| EOY | $213,388,411 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,147,333 | BOYAmt |
| EOY | $42,899,334 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,462,377 | BOYAmt |
| EOY | $61,457,593 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,168,256 | BOYAmt |
| EOY | $568,584,414 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $580,944,505 | BOYAmt |
| EOY | $603,056,721 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,482,494 | BOYAmt |
| EOY | $93,983,065 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,426,999 | BOYAmt |
| EOY | $697,039,786 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,213,595,255 | BOYAmt |
| EOY | $1,265,624,200 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $70,279,405 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $37,763,141 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$74,429,759 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $187,446 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $187,446 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II-B, LINE 1, LOBBYING ACTIVITIES | DURING FISCAL YEAR 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 1G | DURING 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,482,495 | BeginningYearBalanceAmt |
| Contributions | $877,424 | ContributionsAmt |
| Investment Earnings Or Losses | $14,753,265 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,130,118 | OtherExpendituresAmt |
| End Year Balance | $93,983,066 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,807,606 | BeginningYearBalanceAmt |
| Contributions | $2,071,400 | ContributionsAmt |
| Investment Earnings Or Losses | $5,949,361 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,345,872 | OtherExpendituresAmt |
| End Year Balance | $82,482,495 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,441,455 | BeginningYearBalanceAmt |
| Contributions | $937,387 | ContributionsAmt |
| Investment Earnings Or Losses | $2,768,034 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,339,270 | OtherExpendituresAmt |
| End Year Balance | $78,807,606 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,128,987 | BeginningYearBalanceAmt |
| Contributions | $4,163,541 | ContributionsAmt |
| Investment Earnings Or Losses | $4,588,968 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,440,041 | OtherExpendituresAmt |
| End Year Balance | $81,441,455 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,838,207 | BeginningYearBalanceAmt |
| Contributions | $1,482,353 | ContributionsAmt |
| Investment Earnings Or Losses | $7,299,084 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,490,657 | OtherExpendituresAmt |
| End Year Balance | $76,128,987 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.66000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.34000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,196,962 | OtherCostOrOtherBasisAmt |
| Book Value | $10,196,962 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $434,769,298 | OtherCostOrOtherBasisAmt |
| Depreciation | $283,743,867 | DepreciationAmt |
| Book Value | $151,025,431 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,629,382 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,461,106 | DepreciationAmt |
| Book Value | $1,168,276 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $424,662,192 | OtherCostOrOtherBasisAmt |
| Depreciation | $282,581,642 | DepreciationAmt |
| Book Value | $142,080,550 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,874,279 | OtherCostOrOtherBasisAmt |
| Book Value | $44,874,279 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $349,345,498 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH INVESTMENTS | $1,963,173 | F |
| PRIVATE EQUITY | $10,971,784 | F |
| MULTISTRATEGY HEDGE FUNDS | $34,272,496 | F |
| BENEFICIAL INT IN PERP TRUSTS | $50,376,342 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $97,583,795 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $87,619,966 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $61,457,593 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4 | SHG'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE A SOURCE OF INCOME TO SUPPORT SHG'S TAX EXEMPT PURPOSE OF PROVIDING QUALITY HEALTH CARE SERVICES TO PEOPLE IN SHG'S SERVICE AREA. |
| PART X, LINE 2 | SHG ADOPTED FIN48 IN FISCAL YEAR 2008. THERE IS NO FOOTNOTE DISCLOSURE IN SHS' FISCAL SEPTEMBER 30, 2021 CONSOLIDATED AUDITED FINANCIAL STATEMENTS SINCE THE ADOPTION OF FIN 48 WAS NOT MATERIAL. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| HANOVER RESEARCH COUNCIL | ||||||||
| 44001 WILSON BLVD | ARLINGTON | VA | 22203 | GRANT CONSULTING | false | $287,541 | $105,000 | $182,541 |
| CAMPO COMPANY EVENTS LLC | ||||||||
| 25 TILLEY AVENUE | NEWPORT | RI | 02840 | FUNDRAISING CONSULTING | false | $20,000 | -$20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $287,541 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $125,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $162,541 | TotalNetToOrganizationAmt |
| Licensed States | MA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF EVENT | Event1Nm |
| Gross Receipts Event1 | $228,218 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $201,268 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $26,950 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $6,313 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $15,800 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $11,826 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $280 | OtherDirectExpensesEvent1Amt |
| Event2 | 5K EVENT | Event2Nm |
| Gross Receipts Event2 | $54,040 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $47,882 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,158 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $11,096 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $235 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $0 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $0 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $282,258 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $249,150 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $33,108 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $17,409 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $15,800 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,826 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $515 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $45,550 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$12,442 | NetIncomeSummaryAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent150 | Yes (X) | Percent150Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent300 | Yes (X) | Percent300Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | false | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $8,271,095 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,469,971 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,801,124 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00650 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $192,467,291 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $167,288,871 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $25,178,420 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02830 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $200,738,386 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $169,758,842 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $30,979,544 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03480 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 22 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $8,445,788 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $658,499 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,787,289 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00880 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 5 | ActivitiesOrProgramsCnt |
| Persons Served | 967 | PersonsServedCnt |
| Total Community Benefit Expns | $5,951,226 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,951,226 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00670 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 4 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $5,242,107 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,762,828 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,479,279 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00390 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $353,745 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $680 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $353,065 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 33 | ActivitiesOrProgramsCnt |
| Persons Served | 967 | PersonsServedCnt |
| Total Community Benefit Expns | $19,992,866 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,422,007 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $17,570,859 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01980 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 33 | ActivitiesOrProgramsCnt |
| Persons Served | 967 | PersonsServedCnt |
| Total Community Benefit Expns | $220,731,252 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $172,180,849 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $48,550,403 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05460 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $54,005 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $54,005 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $50,700 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $50,700 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $5,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $5,000 | NetCommunityBenefitExpnsAmt |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $13,500 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $13,500 | NetCommunityBenefitExpnsAmt |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $4,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $4,000 | NetCommunityBenefitExpnsAmt |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 9 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $127,205 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $127,205 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $6,731,586 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $2,605,162 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $400,944,640 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $432,817,703 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$31,873,063 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Accounting System | Yes (X) | CostAccountingSystemInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHCOAST HOSPITALS GROUP INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Page Street | AddressLine1Txt |
| City | New Bedford | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | http://www.southcoast.org/ | WebsiteAddressTxt |
| State License | V113 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | ACUTE CARE HOSPITAL | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHCOAST HOSPITALS GROUP INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 19 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (true) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE SCHEDULE H, PART V, SECTION C | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 19 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | SEE SCHEDULE H, PART V, SECTION C | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 150. | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 300. | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE SCH H, PART V, SECT C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SEE SCH H, PART V, SECT C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SEE SCH H, PART V, SECT C | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Prospective Medicare Medicaid | Yes (X) | ProspectiveMedicareMedicaidInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, SECTION B, LINE 3E | AS A COMMUNITY BASED HEALTH DELIVERY SYSTEM, SOUTHCOAST HEALTH SYSTEM CONTINUALLY STRIVES TO IDENTIFY THE PRIORITY HEALTH NEEDS OF THE COMMUNITY AND TO ENSURE THAT ITS SERVICES ARE ALIGNED WITH THESE NEEDS. THE COMMUNITY NEEDS ASSESSMENT ASSISTS WITH THIS GOAL BY DOCUMENTING THE MAJOR DEMOGRAPHIC, SOCIOECONOMIC, AND HEALTH TRENDS AMONG SOUTHCOAST RESIDENTS AND BY ENGAGING THE COMMUNITY TO DEVELOP INFORMATION-DRIVEN PRIORITIES AND STRATEGIES THAT CAN BE IMPLEMENTED TO IMPROVE THE OVERALL HEALTH OF SOUTHCOAST RESIDENTS. ALL SIGNIFICANT HEALTH NEEDS ARE IDENTIFIED IN THE CHNA. PART V, SECTION B, LINE 5 In 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 6A | SOUTHCOAST 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 7A | https://www.southcoast.org/wp-content/uploads/2019/10/Southcoast-Health-CH NA-2019-Final_PPC.pdf |
| PART V, SECTION B, LINES 7D | Our 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 10A | https://www.southcoast.org/community-benefits/community-benefits-reporting / |
| PART V, SECTION B, LINE 11 | Southcoast's Community Benefits Strategic Action Plan was first formulated in 1998 as the result of an extensive needs assessment and since is updated annually. 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 16A | https://www.southcoast.org/financial-assistance/ |
| PART V, SECTION B, LINE 16B | https://www.southcoast.org/financial-assistance/ |
| PART V, SECTION B, LINE 16C | https://www.southcoast.org/financial-assistance/ |
| PART V, SECTION B, LINE 20A-D | SHG DID NOT ENGAGE IN ANY OF THE ACTIONS IN LINE 19 DURING FY2021. |
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3C | DISCOUNTS ARE AFFORDED TO A "QUALIFYING PATIENT" - PATIENT WHO IS NOT ELIGIBLE FOR OTHER FINANCIAL ASSISTANCE AND WHO IS UNINSURED FOR MEDICALLY NECESSARY HOSPITAL SERVICES. ELIGIBLE BALANCES ARE THOSE AMOUNTS FOR WHICH QUALIFYING PATIENTS HAVE FULL RESPONSIBILITY DUE TO LACK OF INSURANCE. OBLIGATIONS DO NOT INCLUDE CO-INSURANCE, DEDUCTIBLES OR BALANCES DUE AFTER INSURANCE OR OUT-OF-NETWORK SERVICES. A DISCOUNT OF 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 7 | ACTUAL COST FOR ALL SHG PATIENT SEGMENTS WAS USED TO CALCULATE THE VALUE OF CHARITY CARE. |
| PART I, LINE 7G | INCLUDED IN SUBSIDIZED HEALTH SERVICES AT COST ARE COSTS AND OFFSETTING REVENUES ASSOCIATED WITH SHG'S 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 II | Southcoast 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 2 | THE COSTING METHODOLOGY USED TO CALCULATE BAD DEBT EXPENSE REPORTED IN PART III, LINE 2 WAS BASED ON A RATIO OF COST TO CHARGE METHODOLOGY. DISCOUNTS AND PAYMENTS ON ACCOUNTS CONSIDERED AS BAD DEBT OFFSET THE TOTAL BAD DEBT EXPENSE RECORDED. PART III, LINE 3 PER SHG'S ASSESSMENT OF THE COMMUNITY IT SERVES, A CERTAIN PERCENTAGE OF THE POPULATION WOULD QUALIFY FOR FINANCIAL ASSISTANCE BUT DO NOT APPLY. DUE TO THIS SHG CONSIDERS THIS AMOUNT OF BAD DEBT AS A COMMUNITY BENEFIT EXPENSE. PART III, LINE 4 FOR PATIENTS THAT DO NOT QUALIFY FOR CHARITY CARE, SHG RECOGNIZES REVENUE ON THE BASIS OF ITS STANDARD RATES FOR SERVICES PROVIDED BY POLICY. ON THE BASIS OF HISTORICAL EXPERIENCE, A PORTION OF SHG'S UNINSURED PATIENTS WILL BE UNABLE OR UNWILLING TO PAY FOR THE SERVICES PROVIDED. THUS, SHG RECORDS A PROVISION FOR BAD DEBTS RELATED TO UNINSURED PATIENTS IN THE PERIOD THE SERVICES ARE PROVIDED. FOOTNOTE 2 (PAGE 7) OF THE AUDITED FINANCIAL STATEMENTS DESCRIBES THE BAD DEBT EXPENSE. |
| PART III, LINE 8 | THE COST ACCOUNTING METHODOLOGY USED IS THE SAME METHODOLOGY USED FOR THE MEDICARE SHORTFALL. THE MEDICARE SHORTFALL SHOULD BE RECOGNIZED AS A COMMUNITY BENEFIT SINCE SHG IS REQUIRED TO PROVIDE SERVICES TO ALL REGARDLESS OF THE ABILITY TO PAY FOR SUCH SERVICES. |
| PART III, LINE 9B | SHG'S CREDIT AND COLLECTION POLICY CONTAINS PROVISIONS REGARDING COLLECTION PRACTICES TO BE FOLLOWED FOR PATIENTS KNOWN TO QUALIFY FOR CHARITY CARE OR OTHER FINANCIAL ASSISTANCE. FOR INDIVIDUALS DETERMINED TO BE LOW INCOME PATIENTS ANY SERVICES PROVIDED PRIOR TO SUCH DETERMINATION DATE AND NOT COVERED UNDER THE SAFETY NET (HSN) WILL BE WRITTEN OFF AS CHARITY CARE. ANY SERVICE DENIED BY THE HSN FOR MEDICALLY NECESSARY SERVICES WILL ALSO BE CONSIDERED CHARITY CARE. ANY COPAYMENTS OR DEDUCTIBLES FOR MASSHEALTH AND MASSHEALTH MANAGED CARE RECIPIENTS WILL BE CONSIDERED CHARITY CARE IF UNRESOLVED AT THE CONCLUSION OF SHG'S COLLECTION PROCESS. THE FOLLOWING ARE EXEMPT FROM ANY COLLECTION OR BILLING PROCEDURES BEYOND THE INITIAL BILL PURSUANT TO STATE REGULATIONS: 1. PATIENTS ENROLLED IN A PUBLIC HEALTH INSURANCE PROGRAM, 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 2 | In 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 3 | Southcoast 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 4 | Southcoast 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 5 | Southcoast 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 6 | The 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 7 | YES, AN ANNUAL REPORT IS FILED WITH THE OFFICE OF THE MASSACHUSETTS ATTORNEY GENERAL. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CHILDREN'S ADVOCACY CNTR OF BRISTOL COUNTY | |||||||
| 58 ARCH STREET | FALL RIVER | MA | 02724 | 043135548 | 501(C)(3) | $25,000 | COMMUNITY OUTREACH |
| INTERCHURCH COUNCIL OF GREATER NEW BEDFORD | |||||||
| 128 UNION STREET SUITE 100 | NEW BEDFORD | MA | 02740 | 042171191 | 501(C)(3) | $7,500 | COMMUNITY OUTREACH |
| MASSACHUSETTS TAXPAYERS FOUNDATION | |||||||
| 333 WASHINGTON STREET SUITE 853 | BOSTON | MA | 02108 | 041590310 | 501(C)(3) | $5,495 | MEMBERSHIP CONTRIBUTIONS FOR PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | SOUTHCOAST 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | ONE KEY EMPLOYEE RECEIVED A GROSS UP FOR RELOCATION REIMBURSEMENTS. THIS BENEFIT WAS INCLUDED IN THEIR W-2 TAXABLE INCOME. PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED A SEVERENCE PAYMENT FROM THE ORGANIZATION: ROBERT CALDAS - $394,274 |
| PART I, LINE 4B | OFFICERS, DIRECTORS, AND KEY EMPLOYEES WHO ARE EMPLOYEES OF SHG PARTICIPATE IN SHG'S 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. CONTRIBUTION CREDITS UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART, II, COLUMN (C). ONLY UPON TERMINATIONS OF EMPLOYMENT DO FULLY VESTED PARTICIPANTS RECEIVE DISTRIBUTIONS FROM THE PLAN. CONTRIBUTIONS VEST THE EARLIER OF: JULY 1 OF THE 3RD CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE CONTRIBUTION CREDIT IS MADE; UPON REACHING AGE 62; DEATH; DISABILITY; OR INVOLUNTARY SEPARATION. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES THE VESTED PORTION OF CONTRIBUTIONS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO THE RISK OF FORFEITURE. 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 7 | The Southcoast Health System Executive Compensation Plan (the Plan) Established 10/15/2008, and updated from time to time, is governed by the Compensation Committee (the Committee) of the Board of Trustees (Board) of Southcoast Health System. The Plan outlines goals, administration, Eligibility, participation, performance measurement, and plan funding. Lump-sum cash awards are earned by designated executives at specific target levels based on job level: both award amounts paid and eligibility are determined solely at the Board's discretion. The Plan remains in effect at the discretion and judgement of the Committee. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Mass Development and Finance Agency | ||||||||
| A | 043431814 | 57584YH28 | 2021-02-04 | $104,489,523 | REFINANCING & CONSTRUCTION/RENOVAT | false | false | false |
| Mass Development and Finance Agency | ||||||||
| B | 043431814 | 999999999 | 2012-01-31 | $46,965,000 | Refinancing | false | false | false |
| Mass Development and Finance Agency | ||||||||
| C | 043431814 | 57583UTY4 | 2013-02-14 | $60,879,456 | Construct/renovate care centers | false | false | false |
| MASS DEVELOPMENT AND FINANCE AGENCY | ||||||||
| D | 043431814 | 999999999 | 2018-11-01 | $38,480,000 | REFINANCING | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $104,489,523 | $0 | $0 | $0 | $1,503,621 | $0 | $0 | $36,775,496 | $42,956,226 | $23,254,180 | Yes (true) | false | false | Yes (true) | |
| B | $0 | $0 | $49,965,000 | $0 | $0 | $0 | $254,694 | $0 | $0 | $0 | $46,710,306 | $0 | Yes (true) | false | Yes (true) | false | 2012 |
| C | $0 | $0 | $60,879,456 | $0 | $0 | $0 | $759,501 | $0 | $0 | $60,119,955 | $0 | $0 | false | false | Yes (true) | false | 2014 |
| D | $0 | $0 | $38,480,000 | $0 | $0 | $0 | $198,723 | $0 | $0 | $0 | $38,281,277 | $0 | Yes (true) | false | Yes (true) | false | 2018 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | false | 0 | false | false | false | Yes (true) | ||
| B | false | Yes (true) | Yes (true) | Yes (true) | false | 0.00030 | false | false | false | Yes (true) | 0.00130 | 0.00160 |
| C | false | false | false | false | 0.00000 | false | false | false | Yes (true) | 0.00000 | 0.00000 | |
| D | false | Yes (true) | Yes (true) | Yes (true) | false | 0.00100 | false | false | false | Yes (true) | 0.00060 | 0.00160 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | Yes (true) | false | false | Yes (true) | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 2C | FormAndLineReferenceDesc |
| Explanation | REBATE COMPUTATIONS WERE PERFORMED ON THE FOLLOWING DATES: B - 02/10/2021 C - 10/16/2020 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (26 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SHEPARD GROUP INC | |||
| 35% CONTROLLED ENTITY | $126,346 | SERVICES | false |
| PATRICK HIGHAM | |||
| FAMILY MEMBER OF KEY EMPLOYEE | $125,501 | COMPENSATION | false |
| LAUREN CALDAS HIGHAM | |||
| FAMILY MEMBER OF KEY EMPLOYEE | $67,848 | COMPENSATION | false |
| SHAWN MYERS | |||
| FAMILY MEMBER OF OFFICER | $82,038 | COMPENSATION | false |
| RELATED TO SUBSTANTIAL CONTRIBUTOR | |||
| FAMILY MEMBER OF SUBSTANTIAL CONTRIBUTOR | $229,770 | COMPENSATION | false |
| RELATED TO SUBSTANTIAL CONTRIBUTOR | |||
| FAMILY MEMBER OF SUBSTANTIAL CONTRIBUTOR | $100,467 | COMPENSATION | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $37,770,511 | SERVICES | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $208,133 | SERVICES | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $7,045,167 | SERVICES | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $305,445 | SUPPLIES | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $1,489,761 | SERVICES | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $1,544,393 | SERVICES | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $2,547,440 | SERVICES | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $269,453 | COMPENSATION | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $333,161 | COMPENSATION | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $4,047,113 | SERVICES | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $162,042 | SERVICES | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $1,098,003 | SERVICES | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $624,628 | SERVICES | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $39,162,008 | SERVICES | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $2,711,128 | SUPPLIES | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $3,095,686 | SERVICES | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $4,717,194 | SERVICES | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $3,177,456 | SERVICES | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $2,616,804 | SERVICES | false |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $452,963 | SUPPLIES | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $61,395 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | event items | 14 | $12,604 | cost/sales price |
| Yes (X) | FOOD | 3 | $12,600 | COST/SALES PRICE |
| Yes (X) | OTHER | 2 | $2,750 | COST/SALES PRICE |
| Yes (X) | CLOTHING | 1 | $3,000 | COST/SALES PRICE |
| Yes (X) | STAFF APPRECIATION | 5 | $2,650 | COST/SALES PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B) | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1 AND PART III, LINE 1: | SOUTHCOAST HOSPITALS GROUP (SHG) OWNS AND OPERATES THREE COMMUNITY BASED ACUTE CARE HOSPITALS - CHARLTON MEMORIAL HOSPITAL IN FALL RIVER, ST 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SOUTHCOAST HEALTH SYSTEM INC | ||||||||||
| 101 PAGE ST | NEW BEDFORD | MA | 02740 | 042794625 | SUPP. SHG | MA | 501(c)(3) | 12, III-FI | NA | false |
| SOUTHCOAST PHYSICIANS GROUP INC | ||||||||||
| 200 MILL RD STE 180 | FARIHAVEN | MA | 02719 | 222703314 | PHYS. SVCS. | MA | 501(c)(3) | 10 | SHS | Yes (true) |
| SOUTHCOAST VENTURESINC | ||||||||||
| 101 PAGE ST | NEW BEDFORD | MA | 02740 | 043003172 | PHYS. SVCS. | MA | 501(c)(3) | 12, Type I | SHS | Yes (true) |
| CHARLTON LONG TERM CARE SVCS INC | ||||||||||
| 363 HIGHLAND AVE | FALL RIVER | MA | 02720 | 043109579 | SUPP. SHG | MA | 501(c)(3) | 12, Type I | SHS | Yes (true) |
| SOUTHCOAST VISITING NURSE ASSN INC | ||||||||||
| 200 MILL RD | FAIRHAVEN | MA | 02719 | 042105745 | HOME CARE | MA | 501(c)(3) | 10 | SHS | Yes (true) |
| Saint Luke's Nursing Home Inc | ||||||||||
| 101 Page St | NEW BEDFORD | MA | 02740 | 042984542 | Inactive | MA | 501(c)(3) | 12, Type I | SHS | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COASTLINE PROFESSIONAL ASSURANCE CO | |||||||||||||
| PO Box Grand Cayman | GRAND CAYMAN | CJ | 980445031 | INSURANCE | CJ | SHS | Corp | Yes (true) | |||||
| HEALTH MANAGEMENT INITIATIVES INC | |||||||||||||
| 042998712 | COMM RENTAL | SHS | Corp | Yes (true) | 363 HIGHLAND AVE | FALL RIVER | MA | 02720 | MA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Southcoast Physicians Group Inc | ||
| J | $1,964,732 | CASH |
| Southcoast Physicians Group Inc | ||
| O | $1,812,450 | CASH |
| Southcoast Physicians Group Inc | ||
| P | $40,673,292 | CASH |
| Southcoast Physicians Group Inc | ||
| Q | $4,900,600 | CASH |
| Southcoast Visiting Nurse Assoc Inc | ||
| O | $324,009 | CASH |
| Southcoast Visiting Nurse Assoc Inc | ||
| Q | $955,214 | CASH |
| Coastline Professional Assurance Corp | ||
| P | $2,611,020 | CASH |