SOUTHCOAST VISITING NURSE ASSOCIATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHCOAST VISITING NURSE ASSOCIATION INC (EIN 04-2105745)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-15
- IRS object ID
- 202522279349303497
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-15T15:55:32-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 JERICHO PLAZA | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042105745 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHCOAST VISITING NURSE | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 5089733213 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MILL ROAD SUITE 120 | AddressLine1Txt |
| City | FAIRHAVEN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02719 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL BUSHELL | PersonNm |
| Person Title | EVP FINANCE & CFO | PersonTitleTxt |
| Phone | 8089737013 | PhoneNum |
| Signature | 2025-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN RUFFINI | PreparerPersonNm |
| PTIN | P00741491 | PTIN |
| Phone | 5169187000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID MCCREADY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 PAGE STREET | AddressLine1Txt |
| City | NEW BEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,687,361 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOUTHCOAST.ORG/VISITING-NURSE-ASSOCIATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1925 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE OTO FOSTER IMPROVEMENT AND MAINTENANCE OF HEALTH, PREVENTION OF DISEASE AND DISABILITY AND COMPASSIONATE END-OF-LIFE CARE IN THE HOME SETTING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 385 | TotalEmployeeCnt |
| Total Volunteers | 38 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $341,482 | PYContributionsGrantsAmt |
| CY Contributions Grants | $870,032 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $42,998,911 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $45,786,505 | CYProgramServiceRevenueAmt |
| PY Investment Income | $113,992 | PYInvestmentIncomeAmt |
| CY Investment Income | $340,518 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$7,708 | PYOtherRevenueAmt |
| CY Other Revenue | $3,640 | CYOtherRevenueAmt |
| PY Total Revenue | $43,446,677 | PYTotalRevenueAmt |
| CY Total Revenue | $47,000,695 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $32,822,579 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $34,754,168 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $16,980 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,701,442 | PYOtherExpensesAmt |
| CY Other Expenses | $10,918,396 | CYOtherExpensesAmt |
| PY Total Expenses | $42,524,021 | PYTotalExpensesAmt |
| CY Total Expenses | $45,672,564 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $922,656 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,328,131 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,576,569 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,317,062 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,947,229 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,807,632 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,629,340 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,509,430 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO FOSTER IMPROVEMENT AND MAINTENANCE OF HEALTH, PREVENTION OF DISEASE AND DISABILITY AND COMPASSIONATE END-OF-LIFE CARE IN THE HOME SETTING. (SEE SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,948,461 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $26,049,228 | RevenueAmt |
| Desc | HEALTHCARE - PROVIDES ACUTE HEALTHCARE TO PATIENTS AT HOME, BEREAVEMENT SUPPORT AND COUNSELING FOR GRIEVING LOVED ONES. DURING FISCAL YEAR 2024, VNA HAD 26,363 CARDIAC PROGRAM VISITS AND 41,078 REHAB VISITS, INCLUDING OCCUPATIONAL THERAPY, PHYSICAL THERAPY, AND SPEECH LANGUAGE PATHOLOGY. THERE WERE 185 BEHAVIORAL HEALTH VISITS, 103,771 HOME HEALTH VISITS, AND 6,018 MATERNAL CHILD HEALTH HOME VISITS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,573,508 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $19,737,277 | RevenueAmt |
| Desc | HOSPICE CARE - PROVIDES A SPECIALIZED KIND OF CARE THAT OFFERS COMFORT AND SUPPORT TO PATIENTS WHO ARE NO LONGER SEEKING ACTIVE TREATMENT AND HAVE A LIFE EXPECTANCY OF MONTHS OR WEEKS. HOSPICE CARE IS A FORM OF PALLIATIVE CARE THAT AIMS TO IMPROVE THE QUALITY OF LIFE AND PROVIDE PAIN RELIEF AND OTHER COMFORT MEASURES FOR TERMINALLY ILL PEOPLE. DURING FISCAL YEAR 2024, VNA HAD 66,138 HOSPICE PROGRAM VISITS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $37,521,969 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 385 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL BUSHELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5089735017 | 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 (17 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| RAYFORD KRUGER MD | |||||||||
| PRESIDENT & EX-OFFICIO (UNTIL 1/24) | 5.50 | 69.50 | Yes (X) | Yes (X) | $0 | $1,300,999 | $310,295 | ||
| RENEE CLARK | |||||||||
| CHAIR (UNTIL 12/2023), TRUSTEE | 2.50 | 70.00 | Yes (X) | Yes (X) | $0 | $1,121,185 | $191,393 | ||
| WADE BROUGHMAN | |||||||||
| TREASURER OF BOARD/ EVP FIN/CFO | 2.50 | 72.50 | Yes (X) | Yes (X) | $0 | $1,155,114 | $39,095 | ||
| JEFFREY LAWRENCE MD | |||||||||
| VICE CHAIR (TO 12/23), TTE (TO 4/24) | 2.50 | 60.00 | Yes (X) | Yes (X) | $0 | $786,359 | $132,042 | ||
| PATRICIA BUIOCCHI | |||||||||
| VP SOUTHCOAST HEALTH AT HOME & CLERK | 32.50 | 30.00 | Yes (X) | Yes (X) | $0 | $468,274 | $678 | ||
| JAMES WITKOWSKI MD | |||||||||
| TRUSTEE | 1.50 | 40.00 | Yes (X) | $0 | $410,893 | $42,323 | |||
| DAVID MCCREADY | |||||||||
| EX-OFFICIO, PRES & CEO (AS OF 1/24) | 3.50 | 70.50 | Yes (X) | Yes (X) | $0 | $317,489 | $51,283 | ||
| CHANDRA REDDIVARI MD | |||||||||
| TRUSTEE | 1.50 | 40.00 | Yes (X) | $0 | $267,436 | $19,053 | |||
| DONALD G GIUMETTI | |||||||||
| VICE CHAIR (AS OF 1/2024) | 2.50 | 12.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH HUIDEKOPER | |||||||||
| CHAIR (AS OF 1/2024) | 2.50 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAY SCHACHNE MD | |||||||||
| TRUSTEE (AS OF 1/2024) | 1.50 | 4.50 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA SWANSEY | |||||||||
| RN | 40.00 | 0.00 | $170,112 | $0 | $15,560 | Yes (X) | |||
| FERNANDA JOHNSON | |||||||||
| CLINICAL MANAGER REHAB | 40.00 | 0.00 | $156,543 | $0 | $26,953 | Yes (X) | |||
| LORI CROWSHAW | |||||||||
| ED-HOME HEALTH CLINICAL SERVICE | 40.00 | 0.00 | $172,075 | $0 | $8,072 | Yes (X) | |||
| SALLY CERQUEIRA-BONET | |||||||||
| RN | 40.00 | 0.00 | $161,125 | $0 | $13,584 | Yes (X) | |||
| SUSAN BULLOCK | |||||||||
| PHYSICAL THERAPIST | 40.00 | 0.00 | $157,069 | $0 | $14,984 | Yes (X) | |||
| DIANE PATRICK | |||||||||
| FORMER VICE CHAIR | 0.00 | 40.00 | $0 | $319,992 | $33,332 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $816,924 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,147,741 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $898,647 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 71 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GORDON OPERATING CO LLC | |||||
| 389 ALDEN ROAD | FAIRHAVEN | MA | 02719 | HOSPICE ROOM AND BOARD | $488,823 |
| SHC SERVICE INC | |||||
| PO BOX 677896 | DALLAS | TX | 75267 | STAFFING | $291,488 |
| BERRY DUNN MCNEIL & PARKER LLC | |||||
| 1000 ELM STREET 4TH FLOOR | MANCHESTER | NH | 03101 | PROFESSIONAL SERVICES | $196,874 |
| HEALTH RECOVERY SOLUTIONS INC | |||||
| 50 HARRISON STREET SUITE 310 | HOBOKEN | NJ | 07030 | IT SOLUTIONS | $184,846 |
| SARAH S BRAYTON NCC | |||||
| 4901 NORTH MAIN STREET | FALL RIVER | MA | 02720 | HOSPICE ROOM AND BOARD | $181,669 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $61,252 | FundraisingAmt |
| Related Organizations | $4,313 | RelatedOrganizationsAmt |
| Government Grants | $41,735 | GovernmentGrantsAmt |
| All Other Contributions | $762,732 | AllOtherContributionsAmt |
| Noncash Contributions | $13,647 | NoncashContributionsAmt |
| Total Contributions | $870,032 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HOME HEALTH CARE | 621610 | $26,049,228 | $26,049,228 |
| HOSPICE | 621610 | $19,737,277 | $19,737,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $45,786,505 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $239,536 | TotalRevenueColumnAmt |
| Exclusion | $239,536 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,787,648 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,686,666 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $100,982 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,982 | TotalRevenueColumnAmt |
| Exclusion | $100,982 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $3,640 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $61,252 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,640 | TotalRevenueColumnAmt |
| Exclusion | $3,640 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,000,695 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,786,505 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $344,158 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,517,524 | TotalAmt |
| Program Services | $23,395,448 | ProgramServicesAmt |
| Management And General | $4,122,076 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793,566 | TotalAmt |
| Program Services | $674,641 | ProgramServicesAmt |
| Management And General | $118,925 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,443,795 | TotalAmt |
| Program Services | $3,237,976 | ProgramServicesAmt |
| Management And General | $1,205,819 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,999,283 | TotalAmt |
| Program Services | $1,699,667 | ProgramServicesAmt |
| Management And General | $299,616 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,012 | TotalAmt |
| Management And General | $8,012 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $914,965 | TotalAmt |
| Program Services | $472,487 | ProgramServicesAmt |
| Management And General | $442,478 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,032 | TotalAmt |
| Program Services | $2,309 | ProgramServicesAmt |
| Management And General | $9,155 | ManagementAndGeneralAmt |
| Fundraising | $5,568 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,480 | TotalAmt |
| Program Services | $267,078 | ProgramServicesAmt |
| Management And General | $218,121 | ManagementAndGeneralAmt |
| Fundraising | $281 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,861 | TotalAmt |
| Program Services | $79,563 | ProgramServicesAmt |
| Management And General | $162,298 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,845 | TotalAmt |
| Management And General | $364,845 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,126,736 | TotalAmt |
| Program Services | $1,107,656 | ProgramServicesAmt |
| Management And General | $19,080 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,338 | TotalAmt |
| Program Services | $4,035 | ProgramServicesAmt |
| Management And General | $34,303 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,519 | TotalAmt |
| Program Services | $20,019 | ProgramServicesAmt |
| Management And General | $1,500 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,778 | TotalAmt |
| Management And General | $218,778 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| HOSPICE ROOM AND BOARD | $3,393,539 | $3,393,539 | |
| MEDICAL SUPPLIES | $2,002,563 | $1,987,137 | $15,426 |
| HOSPICE GENERAL IP | $1,110,665 | $1,110,665 | |
| INTERCO CONTRACTED SERV | $822,355 | $822,355 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,708 | TotalAmt |
| Program Services | $69,749 | ProgramServicesAmt |
| Management And General | $70,828 | ManagementAndGeneralAmt |
| Fundraising | $11,131 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,672,564 | TotalAmt |
| Program Services | $37,521,969 | ProgramServicesAmt |
| Management And General | $8,133,615 | ManagementAndGeneralAmt |
| Fundraising | $16,980 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,994,104 | BOYAmt |
| EOY | $10,861,579 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,413,667 | BOYAmt |
| EOY | $6,307,410 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,877 | BOYAmt |
| EOY | $250,075 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,786,305 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,779,117 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,707 | BOYAmt |
| EOY | $7,188 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,209,497 | BOYAmt |
| EOY | $8,812,095 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,125,175 | BOYAmt |
| EOY | $2,397,203 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,747,542 | BOYAmt |
| EOY | $2,681,512 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,576,569 | BOYAmt |
| EOY | $31,317,062 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,392,592 | BOYAmt |
| EOY | $5,318,511 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,610 | BOYAmt |
| EOY | $277,600 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,247,027 | BOYAmt |
| EOY | $2,211,521 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,947,229 | BOYAmt |
| EOY | $7,807,632 | 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 | $18,268,374 | BOYAmt |
| EOY | $20,764,577 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,360,966 | BOYAmt |
| EOY | $2,744,853 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,629,340 | BOYAmt |
| EOY | $23,509,430 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,576,569 | BOYAmt |
| EOY | $31,317,062 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,328,131 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,307,125 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$34,437 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $279,271 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $422,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $216,182 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,038,343 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $341,482 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $870,032 | CurrentTaxYearAmt |
| Total | $2,888,079 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,425,530 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,836,224 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,975,145 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,998,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,786,505 | CurrentTaxYearAmt |
| Total | $209,022,315 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,847,570 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,052,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,013,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,340,393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,656,537 | CurrentTaxYearAmt |
| Total | $211,910,394 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,291 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $522,895 | CurrentTaxYearAmt |
| Total | $662,186 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,291 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $522,895 | CurrentTaxYearAmt |
| Total | $662,186 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $211,248,208 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,172 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $152,996 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $240,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $181,622 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $239,536 | CurrentTaxYearAmt |
| Total | $925,143 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,172 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $152,996 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $240,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $181,622 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $239,536 | CurrentTaxYearAmt |
| Total | $925,143 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $3,640 | CurrentTaxYearAmt |
| Total | $3,640 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,957,742 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,205,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,254,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,522,015 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,899,713 | CurrentTaxYearAmt |
| Total | $212,839,177 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99250 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99510 | PublicSupportPY509Pct |
| Investment Income CY | 0.00430 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00390 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,360,965 | BeginningYearBalanceAmt |
| Contributions | $95,604 | ContributionsAmt |
| Investment Earnings Or Losses | $439,774 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $151,491 | OtherExpendituresAmt |
| End Year Balance | $2,744,852 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,229,806 | BeginningYearBalanceAmt |
| Contributions | $69,390 | ContributionsAmt |
| Investment Earnings Or Losses | $176,916 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $115,147 | OtherExpendituresAmt |
| End Year Balance | $2,360,965 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,761,704 | BeginningYearBalanceAmt |
| Contributions | $78,144 | ContributionsAmt |
| Investment Earnings Or Losses | -$526,319 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $83,723 | OtherExpendituresAmt |
| End Year Balance | $2,229,806 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,455,150 | BeginningYearBalanceAmt |
| Contributions | -$77,493 | ContributionsAmt |
| Investment Earnings Or Losses | $409,043 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $24,996 | OtherExpendituresAmt |
| End Year Balance | $2,761,704 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,225,268 | BeginningYearBalanceAmt |
| Contributions | $115,627 | ContributionsAmt |
| Investment Earnings Or Losses | $114,255 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $2,455,150 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.82000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,037,337 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,037,337 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $748,968 | OtherCostOrOtherBasisAmt |
| Depreciation | $741,780 | DepreciationAmt |
| Book Value | $7,188 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,188 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY | $100,983 | F |
| MULTISTRATEGY HEDGE FUNDS | $545,426 | F |
| BENEFICIAL INT. IN PERP. TRUSTS | $1,750,794 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,397,203 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSETS OPERATING | $1,257,117 |
| DUE FROM AFFILIATES | $185,751 |
| MALPRAC. INS. RECEIV - AFFIL | $1,081,743 |
| OTHER RECEIVABLES | $129,497 |
| DEFERRED COMP 457B | $27,404 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,681,512 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $865,845 |
| LEASE LIABILITY - OPERATING | $1,318,272 |
| DEFERRED COMP 457B | $27,404 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,211,521 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | VNA'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE A SOURCE OF INCOME TO SUPPORT VNA'S TAX EXEMPT PURPOSE OF PROVIDING QUALITY HEALTH CARE SERVICES TO PEOPLE IN VNA'S SERVICE AREA. |
| PART X, LINE 2 | VNA HAS ADOPTED FIN 48. THERE IS NO FOOTNOTE DISCLOSURE IN SHS'S FISCAL SEPTEMBER 30, 2024 CONSOLIDATED AUDITED FINANCIAL STATEMENTS SINCE THE ADOPTION OF FIN 48 WAS NOT MATERIAL. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HTF DINNER | Event1Nm |
| Gross Receipts Event1 | $64,892 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $61,252 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $3,640 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $0 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $64,892 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $61,252 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $3,640 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $3,640 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYFORD KRUGER MD | ||||||||||||||
| PRESIDENT & EX-OFFICIO (UNTIL 1/24) | $0 | $1,291,999 | $0 | $0 | $0 | $9,000 | $0 | $291,000 | $0 | $19,295 | $0 | $1,611,294 | $0 | $0 |
| RENEE CLARK | ||||||||||||||
| CHAIR (UNTIL 12/2023), TRUSTEE | $0 | $740,190 | $0 | $242,200 | $0 | $138,795 | $0 | $168,243 | $0 | $23,150 | $0 | $1,312,578 | $0 | $120,300 |
| WADE BROUGHMAN | ||||||||||||||
| TREASURER OF BOARD/ EVP FIN/CFO | $0 | $743,502 | $0 | $242,200 | $0 | $169,412 | $0 | $19,800 | $0 | $19,295 | $0 | $1,194,209 | $0 | $0 |
| JEFFREY LAWRENCE MD | ||||||||||||||
| VICE CHAIR (TO 12/23), TTE (TO 4/24) | $0 | $613,187 | $0 | $143,800 | $0 | $29,372 | $0 | $109,519 | $0 | $22,523 | $0 | $918,401 | $0 | $0 |
| PATRICIA BUIOCCHI | ||||||||||||||
| VP SOUTHCOAST HEALTH AT HOME & CLERK | $0 | $372,500 | $0 | $95,000 | $0 | $774 | $0 | $0 | $0 | $678 | $0 | $468,952 | $0 | $0 |
| JAMES WITKOWSKI MD | ||||||||||||||
| TRUSTEE | $0 | $370,393 | $0 | $40,000 | $0 | $500 | $0 | $19,800 | $0 | $22,523 | $0 | $453,216 | $0 | $0 |
| DAVID MCCREADY | ||||||||||||||
| EX-OFFICIO, PRES & CEO (AS OF 1/24) | $0 | $296,244 | $0 | $0 | $0 | $21,245 | $0 | $45,370 | $0 | $5,913 | $0 | $368,772 | $0 | $0 |
| DIANE PATRICK | ||||||||||||||
| FORMER VICE CHAIR | $0 | $181,015 | $0 | $138,477 | $0 | $500 | $0 | $15,408 | $0 | $17,924 | $0 | $353,324 | $0 | $0 |
| CHANDRA REDDIVARI MD | ||||||||||||||
| TRUSTEE | $0 | $267,436 | $0 | $0 | $0 | $0 | $0 | $18,553 | $0 | $500 | $0 | $286,489 | $0 | $0 |
| PAMELA SWANSEY | ||||||||||||||
| RN | $161,272 | $0 | $217 | $0 | $8,623 | $0 | $6,846 | $0 | $8,714 | $0 | $185,672 | $0 | $0 | $0 |
| FERNANDA JOHNSON | ||||||||||||||
| CLINICAL MANAGER REHAB | $152,823 | $0 | $3,220 | $0 | $500 | $0 | $6,562 | $0 | $20,391 | $0 | $183,496 | $0 | $0 | $0 |
| LORI CROWSHAW | ||||||||||||||
| ED-HOME HEALTH CLINICAL SERVICE | $166,945 | $0 | $5,130 | $0 | $0 | $0 | $6,932 | $0 | $1,140 | $0 | $180,147 | $0 | $0 | $0 |
| SALLY CERQUEIRA-BONET | ||||||||||||||
| RN | $153,005 | $0 | $4,217 | $0 | $3,903 | $0 | $4,902 | $0 | $8,682 | $0 | $174,709 | $0 | $0 | $0 |
| SUSAN BULLOCK | ||||||||||||||
| PHYSICAL THERAPIST | $152,804 | $0 | $217 | $0 | $4,048 | $0 | $6,265 | $0 | $8,719 | $0 | $172,053 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | VNA MADE PERFORMANCE PAYMENTS TO THREE HIGHLY COMPENSATED EMPLOYEES THAT INCLUDED TAX GROSS-UPS. TOTAL PAYMENTS WERE $652. |
| PART I, LINE 3 | VNA RELIED ON AFFILIATE SOUTHCOAST HOSPITALS GROUP (SHG), A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION FOR THE VNA PRESIDENT. SHG CHECKED THE FOLLOWING BOXES WHICH WERE USED BY SOUTHCOAST TO ESTABLISH COMPENSATION OF THE PRESIDENT: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| PART I, LINE 4B | OFFICERS, DIRECTORS, AND KEY EMPLOYEES WHO ARE EMPLOYEES OF SOUTHCOAST PARTICIPATE IN SOUTHCOAST'S 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. CONTRIBUTION CREDITS UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART, II, COLUMN (C). ONLY UPON TERMINATION OF EMPLOYMENT DO FULLY VESTED PARTICIPANTS RECEIVE DISTRIBUTIONS FROM THE PLAN. CONTRIBUTIONS VEST THE EARLIER OF: JULY 1 OF THE 3RD CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE CONTRIBUTION CREDIT IS MADE; UPON REACHING AGE 62; DEATH; DISABILITY; OR INVOLUNTARY SEPARATION. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES THE VESTED PORTION OF CONTRIBUTIONS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO THE RISK OF FORFEITURE. RENEE CLARK - $124,038 WADE BROUGHMAN - $148,443 |
| PART II, COLUMN F | OFFICERS, DIRECTORS, AND KEY EMPLOYEES WHO ARE EMPLOYEES OF SOUTHCOAST PARTICIPATE IN SOUTHCOAST'S 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. PRIOR YEAR CONTRIBUTION CREDITS INCLUDED AS DEFERRED IN A PRIOR YEAR AND AS W-2 COMPENSATION IN THE CURRENT YEAR ARE INCLUDED IN SCHEDULE J, PART, II, COLUMN (F). ONLY UPON TERMINATIONS OF EMPLOYMENT DO FULLY VESTED PARTICIPANTS RECEIVE DISTRIBUTIONS FROM THE PLAN. CONTRIBUTIONS VEST THE EARLIER OF: JULY 1 OF THE 3RD CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE CONTRIBUTION CREDIT IS MADE; UPON REACHING AGE 62; DEATH; DISABILITY; OR INVOLUNTARY SEPARATION. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDES THE ORIGINAL CONTRIBUTION CREDITS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO THE RISK OF FORFEITURE. RENEE CLARK - $120,300 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | THE SOUTHCOAST VISITING NURSE ASSOCIATION, INC. ("VNA") IS COMMITTED TO PROVIDING HIGH QUALITY COMPREHENSIVE HEALTH AND HOSPICE SERVICES IN THE HOME SETTING AND COMMUNITY-BASED PROGRAMS WHICH FOSTER IMPROVEMENT AND MAINTENANCE OF HEALTH, PREVENTION OF DISEASE AND DISABILITY AND COMPASSIONATE END-OF-LIFE CARE. |
| FORM 990, PART VI, SECTION A, LINE 2 | DONALD GIUMETTI; ELIZABETH HUIDEKOPER; AND JAY SCHACHNE, MD HAD BUSINESS RELATIONSHIPS WITH DAVID MCCREADY; RAYFORD KRUGER, MD; RENEE CLARK; AND WADE BROUGHMAN, WHO WERE EMPLOYED BY SOUTHCOAST HOSPITALS GROUP, INC. DONALD GIUMETTI; ELIZABETH HUIDEKOPER; RAYFORD KRUGER, MD; RENEE CLARK; AND WADE BROUGHMAN HAD A BUSINESS RELATIONSHIP WITH JEFFREY LAWRENCE, MD, WHO WAS EMPLOYED BY SOUTHCOAST PHYSICIANS GROUP, INC. ADDITIONALLY, DAVID MCCREADY; RAYFORD KRUGER, MD; RENEE CLARK; AND WADE BROUGHMAN HAD A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | VNA'S PARENT CORPORATION, SOUTHCOAST HEALTH SYSTEM, INC. ("SHS"), SERVES AS THE SOLE CORPORATE MEMBER OF VNA. |
| FORM 990, PART VI, SECTION A, LINE 7A | VNA'S PARENT CORPORATION, SHS, ELECTS THE TRUSTEES OR DIRECTORS OF VNA, EXERCISES SPECIFIED RESERVE POWERS AND IS GOVERNED BY A BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ROLE OF THE SHS BOARD IS TO MAINTAIN A SYSTEM PERSPECTIVE WITH A REGIONAL EMPHASIS AND A BROAD FOCUS ACROSS ALL ACTIVITIES IN THE ORGANIZATION. PRIMARY FUNCTIONS OF THE SHS BOARD INCLUDE STRATEGIC PLANNING, NETWORK GROWTH AND DEVELOPMENT, AND OVERALL FISCAL RESPONSIBILITIES. EACH AFFILIATE IS EXPECTED TO FOCUS ON ITS OWN ACTIVITIES ADDRESSING COMMUNITY NEEDS WITHIN ITS SCOPE OF SERVICE. THE TRUSTEES OF THE VNA SHALL HAVE CHARGE, CONTROL AND MANAGEMENT OF THE PROPERTY, AFFAIRS AND BUSINESS OF THE VNA AND SHALL HAVE THE POWER AND AUTHORITY TO DO AND PERFORM ALL ACTS AND FUNCTIONS NOT INCONSISTENT WITH ITS BYLAWS OR WITH ANY ACTION TAKEN BY IT, PROVIDED, HOWEVER, THAT THE AUTHORITY OF THE TRUSTEES TO EXERCISE CERTAIN POWERS IS CONDITIONED UPON APPROVAL OF THE SHS BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE GOVERNING BOARD OF THE ASSOCIATION'S NOT-FOR-PROFIT PARENT, SHS, REVIEWS THE FORM 990 AND ALL OF ITS RELATED SCHEDULES PRIOR TO FILING. THE REVIEW IS PERFORMED BY THE GOVERNING BOARD AS IT PROVIDES OVERSIGHT FOR COMPENSATION AND CONFLICT OF INTEREST MATTERS ON ITS OWN BEHALF AND ON BEHALF OF ITS AFFILIATES ON A SYSTEM WIDE BASIS. A COMPLETE COPY OF THE FORM 990 AND ITS SCHEDULES ARE POSTED TO THE SOUTHCOAST HEALTH SYSTEM, INC. BOARD'S WEBSITE FOR ALL BOARD MEMBERS TO REVIEW, MAKE INQUIRIES, AND HAVE ANY ADJUSTMENTS MADE PRIOR TO FILING. |
| 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, INCLUDING TRUSTEES, OFFICERS, DIRECTORS, AND EMPLOYEES OF VNA (REFERRED TO AS "MEMBERS"). ON AN ANNUAL BASIS, EACH MEMBER WILL COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE WHICH AFFIRMS THAT EACH PERSON HAS: (1) RECEIVED A COPY OF THE POLICY, (2) READ AND UNDERSTOOD THE POLICY, (3) AGREED TO COMPLY WITH THE POLICY, AND (4) UNDERSTOOD THAT THE SYSTEM ENTITIES ARE CHARITABLE ORGANIZATIONS AND THAT TO MAINTAIN THEIR FEDERAL TAX EXEMPTION, SUCH ENTITIES MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE SYSTEM OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES, DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL TAXATION, AND IN CONNECTION WITH ITS COMPLIANCE PROGRAM, SYSTEM'S MANAGEMENT SHALL CONDUCT PERIODIC REVIEWS OF THE CONFLICT OF INTEREST POLICY AND THE OPERATION AND APPLICATION OF IT. MEMBERS SHALL DISCLOSE ANY INTERESTS OR ACTIVITIES IN WHICH THEY ARE INVOLVED OR BECOME INVOLVED THAT DO RESULT, OR MAY APPEAR TO RESULT IN A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST AND SHALL COMPLY WITH, AND MAKE ALL REQUIRED DISCLOSURES UNDER THE CONFLICT OF INTEREST POLICY PRIOR TO COMMENCING, CONTINUING, OR CONSUMMATING ANY ACTIVITY OR TRANSACTION WHICH RAISES A CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST. EACH MEMBER IS UNDER AN ONGOING DUTY TO UPDATE AND KEEP CURRENT THE INFORMATION CONTAINED IN THEIR QUESTIONNAIRE. AT LEAST ANNUALLY, OR AS NECESSARY BASED ON DISCLOSURES, THE GENERAL COUNSEL WILL SUMMARIZE AND REPORT ALL DISCLOSURES TO THE PRESIDENT AND CEO AND THE CHAIRMAN OF THE BOARD OF TRUSTEES (OR HIS/HER DESIGNEE). UPON DISCLOSURE OF FINANCIAL OR NON-FINANCIAL INTERESTS ("INTERESTS") AND ALL MATERIAL FACTS RELATED THERETO BY MEMBER OR AN INTERESTED PERSON, THE CHAIR OF THE SYSTEM'S GOVERNANCE COMMITTEE SHALL DETERMINE IN CONJUNCTION WITH THE GENERAL COUNSEL WHETHER A CONFLICT OF INTEREST EXISTS. THE GOVERNANCE COMMITTEE CAN CONTINUE TO DISCUSS THE ISSUE WITH THE MEMBER OR INTERESTED PERSON TO CLARIFY OR OBTAIN ADDITIONAL INFORMATION. HOWEVER, BEFORE THE GOVERNANCE COMMITTEE DISCUSSES OR DETERMINES WHETHER THE MEMBER OR OTHER INTERESTED PERSON'S INTERESTS CONSTITUTE A CONFLICT OF INTEREST, THE MEMBER OR INTERESTED PERSON MUST LEAVE THE MEETING. IN THE EVENT THE INTEREST INVOLVES THE CHAIR OR CEO, THE REMAINING GOVERNANCE COMMITTEE MEMBERS SHALL APPOINT ONE OR MORE DISINTERESTED TRUSTEES TO MAKE SUCH A DETERMINATION. ONCE THE DETERMINATION OF THE CONFLICT OF INTEREST IS MADE BY THE GOVERNANCE COMMITTEE, SUCH DETERMINATION, ALONG WITH APPROPRIATE MITIGATION PLANS, WILL BE SUBMITTED BY THE GOVERNANCE COMMITTEE FOR REVIEW AND APPROVAL. IF 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 DISCLOSE AN ACTUAL CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST, THE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION SHALL BE TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE CEO, PRESIDENT & OFFICERS WAS ESTABLISHED BY SOUTHCOAST HOSPITALS GROUP, A RELATED ENTITY. COMPENSATION FOR ALL VICE PRESIDENTS AND HIGHER LEVEL EXECUTIVES WHO MAY SERVE AS OFFICERS AND DIRECTORS IS ESTABLISHED USING THE FOLLOWING PROCEDURE: 1. REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE OF SOUTHCOAST HEALTH SYSTEM, WITHOUT THE INVOLVEMENT OF PERSONS WITH A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE. 2. USE OF DATA TO COMPARE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITONS AT SIMILARLY SITUATED ORGANIZATIONS. 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 SHS'S EXECUTIVES. THIS INCLUDED RELEVANT 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 ARRANGEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | SVNA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII, SECTION A: | TRUSTEES AND OFFICERS ARE COMPENSATED FOR THEIR ROLES OUTSIDE OF THEIR CAPACITY AS TRUSTEES AND OFFICERS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF PERPETUAL TRUSTS 279,271. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SOUTHCOAST HEALTH SYSTEM INC | |||||||||||
| 101 PAGE STREET | NEW BEDFORD | MA | 02740 | 042794625 | SUPPORT SHG, SPG, & SVNA | MA | 501(C)(3) | 12C, III-FI | N/A | 0 | |
| SOUTHCOAST HOSPITALS GROUP INC | |||||||||||
| 101 PAGE STREET | NEW BEDFORD | MA | 02740 | 222592333 | ACUTE CARE HOSPITALS | MA | 501(C)(3) | 3 | Yes (1) | SOUTHCOAST HEALTH SYSTEM INC | |
| SOUTHCOAST PHYSICIANS GROUP INC | |||||||||||
| 200 MILL RD SUITE 180 | FAIRHAVEN | MA | 02719 | 222703314 | PHYSICIAN SERVICES | MA | 501(C)(3) | 10 | Yes (1) | SOUTHCOAST HEALTH SYSTEM INC | |
| SOUTHCOAST VENTURES INC | |||||||||||
| 101 PAGE STREET | NEW BEDFORD | MA | 02740 | 043003172 | PHYSICIAN SERVICES/ HEALTHCARE | MA | 501(C)(3) | 12A, I | Yes (1) | SOUTHCOAST HEALTH SYSTEM INC | |
| SOUTHCOAST LONG TERM CARE SERVICES INC | |||||||||||
| 363 HIGHLAND AVE | FALL RIVER | MA | 02720 | 043109579 | SUPPORT SHG | MA | 501(C)(3) | 12A, I | Yes (1) | SOUTHCOAST HEALTH SYSTEM INC | |
| SOUTHCOAST LONG TERM CARE PROPERTIES INC | |||||||||||
| 101 PAGE STREET | NEW BEDFORD | MA | 02740 | 042984542 | INACTIVE | MA | 501(C)(3) | 12A, I | Yes (1) | SOUTHCOAST HEALTH SYSTEM INC | |
| SOUTHCOAST HEALTH AMBASSADORS INC | |||||||||||
| 363 HIGHLAND AVE | FALL RIVER | MA | 02720 | 043583676 | SUPPORT SHG | MA | 501(C)(3) | 12A, I | Yes (1) | SOUTHCOAST HOSPITALS GROUP INC | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COASTLINE PROFESSIONAL ASSURANCE CORP LTD | ||||||||||||||
| PO BOX 1085 | GRAND CAYMAN | CJ | KY1-1102 | 980445031 | INSURANCE | CJ | N/A | C | Yes (1) | |||||
| HEALTH MANAGEMENT INITIATIVES INC | ||||||||||||||
| 042998712 | COMM RENTALS | N/A | C | Yes (1) | 363 HIGHLAND AVE | FALL RIVER | MA | 02720 | MA | |||||
| SAME DAY SURGICARE OF NE INC | ||||||||||||||
| 042808359 | MEDICAL SERVICES | N/A | S | Yes (1) | 272 STANLEY STREET | FALL RIVER | MA | 02720 | MA | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SOUTHCOAST HOSPITALS GROUP INC | ||
| O | $261,078 | CASH |
| SOUTHCOAST HOSPITALS GROUP INC | ||
| P | $1,520,344 | CASH |
| SOUTHCOAST PHYSICIANS GROUP INC | ||
| Q | $669,429 | CASH |
| SOUTHCOAST PHYSICIANS GROUP INC | ||
| P | $297,894 | CASH |
| SOUTHCOAST PHYSICIANS GROUP INC | ||
| L | $531,112 | CASH |
| COASTLINE PROFESSIONAL ASSURANCE CORP LTD | ||
| P | $159,462 | CASH |