2025-08-15T19:41:27-05:00 2024-09-30 861065772 DELOITTE TAX LLP 2 JERICHO PLAZA JERICHO NY 11753 990 2023-10-01 042794625 SOUTHCOAST HEALTH SYSTEM INC SOUT 5089732905 CO ACCTNG DEPT 101 PAGE ST NEW BEDFORD MA 02740 MICHAEL BUSHELL EVP FINANCE & CFO 8089737013 2025-08-15 1 0 KRISTIN RUFFINI P00741491 5169187000 2023 2025-03-06 01:10:19Z DAVID MCCREADY C/O ACCTING DEPT 101 PAGE ST NEW BEDFORD MA 02740 71168758 0 X WWW.SOUTHCOAST.ORG X 1986 MA SEE SCHEDULE OTHE MISSION OF SOUTHCOAST HEALTH SYSTEM (SHS) IS TO CARE FOR AND IMPROVE THE HEALTH AND PROMOTE THE WELLNESS OF THE INDIVIDUALS IN THE SHS COMMUNITIES. 15 12 0 12 905374 887643 614700 1558395 26905541 22134616 4905086 8479326 5531 0 32430858 32172337 0 0 0 0 0 0 0 0 0 15820321 17122325 15820321 17122325 16610537 15050012 259188481 291297834 31710239 30316712 227478242 260981122 X THE MISSION OF SOUTHCOAST HEALTH SYSTEM (SHS) IS TO CARE FOR AND IMPROVE THE HEALTH AND PROMOTE THE WELLNESS OF THE INDIVIDUALS IN THE SHS COMMUNITIES. (SEE SCHEDULE O) 0 0 11229370 11894688 SOUTHCOAST HEALTH NETWORK - SOUTHCOAST HEALTH SYSTEM, THROUGH ITS INTEREST IN SOUTHCOAST HEALTH NETWORK (SHN), AIMS TO PROVIDE NETWORK MANAGEMENT AND SUPPORT SERVICES TO PHYSICIANS AND OTHER MEDICAL PROFESSIONALS ASSOCIATED WITH THE SYSTEM. 2407860 4815719 SOUTHCOAST ACCOUNTABLE CARE ORGANIZATION - SOUTHCOAST HEALTH SYSTEM, THROUGH ITS INTEREST IN SOUTHCOAST ACCOUNTABLE CARE ORGANIZATION, AIMS TO EXPAND THE DELIVERY OF HEALTHCARE SERVICES WITH A VARIETY OF PUBLIC AND PRIVATE PAYERS AND TO SUPPORT THE REDUCING OF COSTS OF CARE WHILE IMPROVING QUALITY AND PATIENT EXPERIENCE. 0 5424209 SOUTHCOAST BEHAVIORAL HEALTH - SOUTHCOAST HEALTH SYSTEM, THROUGH ITS INTEREST IN SOUTHCOAST BEHAVIORAL HEALTH (SBH), AIMS TO ADDRESS AN URGENT HEALTHCARE NEED OF THE COMMUNITY IT SERVES BY PROVIDING HIGH QUALITY MEDICAL CARE FOR COMMUNITY MEMBERS FACING BEHAVIORAL HEALTH ISSUES. 13637230 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 1 0 1 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1 30 0 1 0 1 1 1 CJ 0 0 0 0 0 0 0 0 0 0 X 15 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 1 1 MA X MICHAEL BUSHELL 5089735017 101 PAGE STREET NEW BEDFORD MA 02740 X RAYFORD KRUGER MD PRES & CEO, EX-OFFICIO (TO 1/24) 8.50 66.50 X X 0 1300999 310295 ILANA FEINERMAN MD TRUSTEE 1.50 43.00 X 0 681207 42323 DAVID MCCREADY EX-OFFICIO, PRES & CEO (FROM 1/24) 37.50 36.50 X X 0 317489 51283 JOHN MUNGOVAN MD TRUSTEE (AS OF 1/2024) 1.50 15.00 X 0 143702 0 ROBERT RONAN MD TRUSTEE (UNTIL 12/2023) 1.50 5.00 X 0 37639 0 SALMAN BASHIR MD TRUSTEE 1.50 4.50 X 0 3858 0 CARMEN F SYLVESTER VICE CHAIR 2.50 6.50 X X 0 0 0 CHRISTOPHER HODGSON TRUSTEE, CLERK (AS OF 1/2024) 2.50 6.50 X X 0 0 0 DONALD G GIUMETTI CHAIR 2.50 12.50 X X 0 0 0 JAMES JEROME COOGAN CLERK (UNTIL 12/2023) 2.50 5.00 X X 0 0 0 DENNIS FUSCO TRUSTEE 1.50 4.50 X 0 0 0 ELIZABETH HUIDEKOPER TRUSTEE 1.50 7.00 X 0 0 0 HELENA DASILVA HUGHES TRUSTEE 1.50 3.00 X 0 0 0 JASON RUA TRUSTEE 1.50 8.00 X 0 0 0 JAY SCHACHNE MD TRUSTEE 1.50 4.50 X 0 0 0 JONATHAN L ROUNDS TRUSTEE 1.50 3.00 X 0 0 0 LOUIS CABRAL TRUSTEE 1.50 7.00 X 0 0 0 W HUGH M MORTON TRUSTEE 1.50 3.00 X 0 0 0 RENEE CLARK ASST. CLERK/ EVP & COO 2.50 70.00 X 0 1121185 191393 WADE BROUGHMAN TREASUER/ EVP FIN & CFO 5.50 69.50 X 0 1155114 39095 JEFFREY LAWRENCE MD SVP, CTIO, PIC (TO 4/24) 24.00 38.50 X 0 786359 132042 LAUREN MELBY VP POPULATION HEALTH 60.00 0.00 X 0 205046 25654 CHRISTINE M CERNAK ED-INTEGRATED CARE MANAGEMENT 40.00 0.00 X 0 257059 22629 KENNETH EUGENIO M-OPERATIONS-SHN 40.00 0.00 X 0 175717 34138 DANIELLE A MEDINA ED-CONTRACTING 40.00 0.00 X 0 180132 22161 DAWN DAVIDIAN TL-RN-CARE NAVIGATION 40.00 0.00 X 0 157474 18344 LINDA CLARK PHARMACIST-CLINICAL SPEC-AMB C 40.00 0.00 X 0 157653 9952 KEITH HOVAN FORMER EX-OFFICIO AND PRESIDENT & CEO 0.00 0.00 X 0 1615731 0 0 8296364 899309 0 1 1 0 COMMUNITY SERVINGS INC 179 AMORY STREET JAMAICA PLAIN MA 02130 MEAL DELIVERY SERVICE 530720 MERCER 99 HIGH STREET BOSTON MA 02110 INVESTMENT MANAGEMENT 200202 PREMIER HEALTHCARE SOLUTIONS 5882 COLLECTIONS CENTER DR CHICAGO IL 60693 HEALTHCARE CONSULTING 182337 EPIC SYSTEMS CORPORATION PO BOX 88314 MILWAUKEE WI 53288 IT SYSTEMS AND TECH SUPPORT 104660 4 67051 1491344 1558395 INT IN SC HEALTH NTWRK 561000 11894688 11894688 INT IN SC BEHAV HEALTH 621300 5424209 5424209 INT IN SC ACT CARE ORG 561000 4815719 4815719 22134616 6407801 905374 5502427 41067946 38996421 2071525 2071525 2071525 32172337 22134616 905374 7573952 11200 11200 180469 180469 880912 475603 405309 79510 73239 6271 328981 322651 6330 335265 102 335163 28889 21407 7482 72508 67734 4774 62143 35516 26627 TAXES 326154 1888 324266 INTERCO CONTRACTED SVCS 14551402 12408194 2143208 DUES AND SUBSCRIPTIONS 135524 135524 PROF DEVELOPMENT & FEES 43400 40050 3350 85968 55322 30646 17122325 13637230 3485095 0 46625007 12315075 5049057 4862154 194671 129909 1173784 1045412 119451 128372 136003103 202441831 12330783 14850075 24794081 27558845 34072328 29011573 259188481 291297834 5761242 4259022 25948997 26057690 31710239 30316712 X 227478242 260981122 227478242 260981122 259188481 291297834 X 15050012 27798330 -9345462 X X 0 1 X 1 0 X X 3 SOUTHCOAST HOSPITALS GROUP INC 222592333 3 1 100000 0 SOUTHCOAST PHYSICIANS GROUP INC 222703314 10 0 73280972 0 SOUTHCOAST VISITING NURSE ASSOCIATION INC 042105745 10 0 0 0 3 73380972 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SCHEDULE A, PART IV, SECTION A, LINE 1: SOUTHCOAST HEALTH SYSTEM WAS ESTABLISHED IN 1986 TO BE THE PARENT ORGANIZATION OF A HEALTHCARE SYSTEM WHICH INCLUDES ITS SUPPORTED ORGANIZATIONS SOUTHCOAST HOSPITALS GROUP INC., SOUTHCOAST PHYSICIANS GROUP INC., AND SOUTHCOAST VISITING NURSE ASSOCIATION, INC. SOUTHCOAST HEALTH SYSTEMS' GOVERNING DOCUMENT STATES THAT IT SHALL OPERATE EXCLUSIVELY FOR THE BENEFIT OF SOUTHCOAST HOSPITALS GROUP, INC. AND ITS AFFILIATED ORGANIZATIONS, INCLUDING MEDICAL CENTERS, HEALTH CARE CENTERS, NURSING CENTERS, LABORATORIES, CLINICS, AND OTHER MEDICAL SURGICAL OR DENTAL FACILITIES, AND HOME HEALTH AGENCIES, IN THE CONDUCT OF THEIR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC FUNCTIONS. SCHEDULE A, PART IV, SECTION D, LINE 3: SOUTHCOAST HEALTH SYSTEM IS THE PARENT OF A HEALTHCARE SYSTEM WHICH INCLUDES ITS SUPPORTED ORGANIZATIONS, SOUTHCOAST HOSPITALS GROUP INC., SOUTHCOAST PHYSICIANS GROUP INC., AND SOUTHCOAST VISITING NURSE ASSOCIATION, INC. THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN SOUTHCOAST HEALTH SYSTEM'S INVESTMENT POLICIES AND USE OF INCOME AND ASSETS BY WAY OF SIGNIFICANT BOARD OVERLAP AND SHARED INVESTMENT ADVISORS. SCHEDULE A, PART IV, SECTION E, LINES 3A AND 3B: SOUTHCOAST HEALTH SYSTEM ENGAGES IN THE OVERALL COORDINATION AND SUPERVISION OF EACH SUPPORTED ORGANIZATION. SOUTHCOAST HEALTH SYSTEM IS THE SOLE MEMBER OF EACH OF ITS SUPPORTED ORGANIZATIONS. UNDER THE BYLAWS OF EACH OF THE SUPPORTED ORGANIZATIONS, SOUTHCOAST HEALTH SYSTEM APPOINTS THE MEMBERS OF THE GOVERNING BOARD OF EACH SUPPORTED ORGANIZATION. UNDER THE BYLAWS OF EACH OF THE SUPPORTED ORGANIZATIONS CERTAIN DECISIONS AND POWERS ARE RESERVED EXCLUSIVELY TO SOUTHCOAST HEALTH SYSTEM AS THE SOLE MEMBER, INCLUDING A) AMENDMENT OF THE ARTICLES OF ORGANIZATION OF THE CORPORATION; B) AMENDMENT OF THESE BYLAWS; C) ELECTION OR REMOVAL OF A TRUSTEE; D) APPROVAL OF POLICIES RELATING TO THE CONTROL AND SUPERVISION OF THE INVESTMENT OF THE CORPORATION'S FUNDS, INCLUDING, BUT NOT LIMITED TO, THOSE FUNDS AND PROPERTIES WHICH MAY HAVE BEEN DONATED, BEQUEATHED OR DEVISED, OR GIVEN IN TRUST FOR THE LIMITED OR GENERAL USE OF THE CORPORATION; E) APPROVAL OF THE ADOPTION OF OR AMENDMENT TO ANY QUALIFIED BENEFIT PLAN (UNLESS THE TERMS OF THE PLAN REQUIRE APPROVAL OF THE BOARD OF TRUSTEES, IN WHICH CASE THE MEMBER SHALL ALSO APPROVE SUCH ACTION); F) APPROVAL OF THE ADOPTION OF OR AMENDMENT TO ANY NON-QUALIFIED BENEFIT PLAN; G) APPROVAL OF SYSTEM-WIDE QUALITY, PERFORMANCE AND CREDENTIALING STANDARDS AND PROCEDURES TO WHICH THE CORPORATION IS EXPECTED TO ADHERE; H) APPROVAL OF THE ACQUISITION OF ANOTHER ORGANIZATION THROUGH MERGER, CONSOLIDATION OR ACQUISITION; I) APPROVAL OF POLICIES AND PRACTICES RELATING TO REGULATORY COMPLIANCE AND METHODOLOGY FOR PHYSICIAN COMPENSATION ARRANGEMENTS AND APPROVAL OF ANY PARTICULAR ARRANGEMENT THAT MAY BE AN EXCEPTION TO SUCH POLICIES OR PRACTICES; J) ELECTION OR REMOVAL OF AN OFFICER OF THE CORPORATION; K) APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGET OF THE CORPORATION; L) APPROVAL OF THE MERGER, CONSOLIDATION, SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY OR ASSETS OF THE CORPORATION; M) APPROVAL OF THE CREATION OF ANY CORPORATION OF WHICH THE CORPORATION IS THE SOLE OR CONTROLLING MEMBER OR SOLE OR CONTROLLING SHAREHOLDER; THE MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION; AND THE REORGANIZATION, LIQUIDATION OR DISSOLUTION OF THE CORPORATION; N) APPROVAL OF LOANS BY THE CORPORATION, OR THE INCURRING OF ANY INDEBTEDNESS; O) APPROVAL OF UNBUDGETED EXPENDITURES OR ANY INCREASE IN ANY APPROVED ANNUAL OPERATING OR CAPITAL BUDGET, IN ACCORDANCE WITH THE CORPORATION'S SIGNATURE AUTHORITY POLICY IN EFFECT FROM TIME TO TIME; P) APPROVAL OF THE AFFILIATION OF THE CORPORATION WITH ANY OTHER ENTITY FOR THE PURPOSES OF THE JOINT CONDUCT OF BUSINESS OR OTHER PURPOSES, WHETHER IN THE FORM OF PARTICIPATION IN SAID ENTITY THROUGH THE HOLDING OF STOCK OR BY MEMBERSHIP OR IN THE FORM OF PARTNERSHIP, JOINT VENTURE, CO-TENANCY OR ANY OTHER FORM OF OWNERSHIP OR CONTROL; Q) APPROVAL OF ANY SALE, LEASE, EXCHANGE MORTGAGE OR OTHER DISPOSITION OR ACQUISITION OF REAL PROPERTY ON ANY REAL PROPERTY ASSETS OF THE CORPORATION; R) APPROVAL OF ADOPTION OR REVISIONS TO THE STRATEGIC PLAN; S) APPROVAL OF ANY COMMENCEMENT, CESSATION, LOCATION, RELOCATION OR CONSOLIDATION OF SIGNIFICANT CLINICAL SERVICES PROVIDED BY THE CORPORATION; T) APPROVAL OF A CHANGE IN TAX STATUS; U) APPROVAL OF FORMATION OR DISSOLUTION OF ANY CORPORATION SUBSIDIARY. SCHEDULE A, PART I, LINE 12G: SOUTHCOAST HEALTH SYSTEM PROVIDES FUNDING TO SOUTHCOAST VISITING NURSE ASSOCIATION, INC. AS NEEDED. THERE WAS NOT A NEED IN FY24. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 158007 152215 5792 1015777 893197 122580 128372 MULTISTRATEGY HEDGE FUNDS 12530173 F PRIVATE EQUITY 2319902 F 14850075 INVESTMENT IN CPAC 407999 C INVESTMENT IN ACADIA (NORTHEAST BEHAVIORAL LLC) 23518472 C INVESTMENT IN HMI 3512548 C INVESTMENT IN PREMIER 119826 C 27558845 DUE FROM AFFILIATES 23038691 OTHER RECEIVABLES 5475869 RIGHT OF USE ASSETS - OPERATING 497013 29011573 DUE TO AFFILIATES 25535492 LEASE LIABILITY OPERATING 522198 26057690 PART X, LINE 2 SHS ADOPTED FIN48 IN FISCAL YEAR 2008. THERE IS NO FOOTNOTE DISCLOSURE IN ITS FISCAL SEPTEMBER 30, 2024 CONSOLIDATED AUDITED FINANCIAL STATEMENTS SINCE THE ADOPTION OF FIN 48 WAS NOT MATERIAL. CENTRAL AMERICA AND THE CARIBBEAN 0 1 PROGRAM SERVICES CAPTIVE INSURANCE 10506848 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 407999 NORTH AMERICA (ALBERTA CANADA) 0 0 INVESTMENTS 4000 0 1 0 0 0 1 10918847 0 10918847 1 0 1 1 1 0 PART I, LINE 3: EXPENDITURES PER REGION ARE REPORTED ON AN ACCRUAL BASIS, WHICH IS THE METHOD USED TO ACCOUNT FOR THEM IN THE ORGANIZATION'S BOOKS AND RECORDS. 1 1 X 1 X 1 X 1 1 1 0 1 1 65848 0 65848 0.00370 6325817 6325817 6391665 6325817 65848 0.00370 6391665 6325817 65848 0.00370 1 496176 62734 6505889 6649809 -143920 X 1 1 1 1 NORTHEAST BEHAVIORAL HEALTH LLC 581 FAUNCE CORNER ROAD DARTMOUTH MA 02747 WWW.SOUTHCOASTBEHAVIORAL.COM 1055 X PSYCHIATRIC HOSPITAL NORTHEAST BEHAVIORAL HEALTH LLC 1 0 0 1 X X X X X X X X X 21 1 1 1 1 X SEE PART V, SECTION C X SEE PART V, SECTION C X X 1 22 1 SEE PART V, SECTION C 0 1 X 200.000000000000 350.000000000000 X X X X X 1 1 X X X 1 X HTTPS://WWW.SOUTHCOASTBEHAVIORAL.COM/ADMISSIONS/FINANCIAL-ASSISTANCE-POLICY X HTTPS://WWW.SOUTHCOASTBEHAVIORAL.COM/ADMISSIONS/FINANCIAL-ASSISTANCE-POLICY X HTTPS://WWW.SOUTHCOASTBEHAVIORAL.COM/ADMISSIONS/FINANCIAL-ASSISTANCE-POLICY X X X X X X X 1 X 0 X X X 1 X 0 0 NORTHEAST BEHAVIORAL HEALTH, LLC PART V, SECTION B, LINE 5: SBH'S CHNA IS CONDUCTED WITH AFFILIATE SOUTHCOAST HOSPITALS GROUP (SHG). IN SEPTEMBER 2022 SOUTHCOAST COMPLETED THE THREE-YEAR COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WITH A PARTICULAR FOCUS ON ADDRESSING HEALTH EQUITY ISSUES IN AND AROUND THE COMMUNITIES THAT WE SERVE. THE CHNA DOCUMENTS THE MAJOR DEMOGRAPHIC, SOCIOECONOMIC, AND HEALTH TRENDS AMONG SOUTH COAST RESIDENTS, WITH THE GOAL OF THE ASSESSMENT TO INFORM DATA-DRIVEN OBJECTIVES AND STRATEGIES THAT CAN BE USED TO IMPROVE THE OVERALL HEALTH OF SOUTH COAST RESIDENTS. OUR NEEDS ASSESSMENT WAS CONDUCTED IN COLLABORATION WITH SPRINGLINE RESEARCH GROUP, WHO COMPLETED A RETROSPECTIVE ANALYSIS OF LOCAL, REGIONAL AND NATIONAL HEALTH AND DEMOGRAPHIC DATA. THE ANALYSIS IS ENHANCED BY QUALITATIVE DATA GATHERED THROUGH STAKEHOLDER INTERVIEWS AND SURVEYS OF COMMUNITY MEMBERS AND SERVICE PROVIDERS. THE PRIMARY GOAL OF THE CHNA IS TO PRIORITIZE THE REGION'S HEALTH ISSUES USING A HOLISTIC APPROACH THAT EXAMINES HEALTH DATA, LEVERAGES THE EXPERTISE OF KEY INFORMANTS, AND INCORPORATES COMMUNITY VIEWS. 23 KEY INFORMANT INTERVIEWS WERE HELD TO RECEIVE INPUT FROM INDIVIDUALS WHO REPRESENT THE BROAD INTEREST OF THE COMMUNITY WE SERVE. COMMUNITY MEMBER WHO SERVES ON PFAC/CBACBROWN UNIVERSITYFATHER BILL'S AND MAINSPRINGUNITED WAY OF GREATER NEW BEDFORDCOMMUNITY ECONOMIC DEVELOPMENT CENTER (CECD)INTERCHURCH COUNCIL OF GREATER NEW BEDFORD (ICC)GREATER NEW BEDFORD COMMUNITY HEALTH CENTERUNITED NEIGHBORS OF FALL RIVERSER JOBS FOR PROGRESSVETERANS TRANSITION HOUSEMARION INSTITUTEPEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE)FALL RIVER HEALTH DEPARTMENTSTEPPINGSTONEIMMIGRANTS ASSISTANCE CENTER (IAC)NEW BEDFORD POLICE DEPARTMENTSOUTHCOAST HEALTHSOUTHCOAST BEHAVIORAL HEALTHPEOPLE INCORPORATEDGREATER FALL RIVER FOOD PANTRYFALL RIVER HOUSING AUTHORITY IN ADDITION TO KEY INFORMANT INTERVIEWS, A COMMUNITY SURVEY WAS CONDUCTED IN COOPERATION WITH THE FALL RIVER AND NEW BEDFORD HEALTH DEPARTMENTS TO DETERMINE THE TOP HEALTH ISSUES AND OBSTACLES AMONG COMMUNITY MEMBERS. A TOTAL OF 1,255 SURVEYS WERE COMPLETED, WITH THE MAJORITY BEING COMPLETED BY NEW BEDFORD RESIDENTS. OVER TWO THIRDS OF RESPONDENTS (66.8%) WERE HISPANIC AND 68.9% WERE WOMEN. THE AGE COHORTS WERE RELATIVELY BALANCED. MOST RESPONDENTS WERE IN THE LOWER MEDIAN INCOME BRACKET, WITH 63.8% HAVING A MEDIAN HOUSEHOLD INCOME BELOW $25,000. NEARLY TWENTY-NINE PERCENT (28.9%) REPORT THAT THEY PRIMARILY SPEAK A LANGUAGE OTHER THAN ENGLISH; 80.1% OF THESE RESPONDENTS SPEAK SPANISH. AN ONLINE HEALTH AND SOCIAL SERVICE PROVIDER (HSSP) SURVEY WAS CONDUCTED IN CONJUNCTION WITH THE NEW BEDFORD HEALTH DEPARTMENT AND THE FALL RIVER HEALTH DEPARTMENT TO FURTHER IDENTIFY AND UNDERSTAND THE REGION'S PRIMARY HEALTH ISSUES AND CHALLENGES. A TOTAL OF 200 SURVEYS WERE COMPLETED. THE MAJORITY OF RESPONDENTS WERE EITHER REPRESENTATIVES OF A NON-PROFIT/SOCIAL SERVICE AGENCY (47%) OR A HEALTH CARE PROVIDER (25%) THESE ORGANIZATIONS SERVE A WIDE RANGE OF COMMUNITIES. NORTHEAST BEHAVIORAL HEALTH, LLC PART V, SECTION B, LINE 6A: THE CHNA FOR SBH WAS CONDUCTED JOINTLY WITH AFFILIATE SOUTHCOAST HOSPITALS GROUP, INC WHO OPERATES THREE HOSPITAL FACILITIES, ST LUKE'S HOSPITAL IN NEW BEDFORD, MA, CHARLTON MEMORIAL HOSPITAL IN FALL RIVER, MA, AND TOBEY HOSPITAL IN WAREHAM, MA. NORTHEAST BEHAVIORAL HEALTH, LLC PART V, SECTION B, LINE 6B: AFFILIATE SOUTHCOAST HOSPITALS GROUP, INC. COLLABORATES WITH SPRINGLINE RESEARCH GROUP IN PREPARING THE CHNA. NORTHEAST BEHAVIORAL HEALTH, LLC PART V, SECTION B, LINE 7D: OUR NEEDS ASSESSMENT IS WIDELY SHARED WITH COMMUNITY PARTNERS AND IS OFTEN USED IN GRANT WRITING AND COLLABORATIVE STRATEGIC PLANNING. IN FY24, OUR NEEDS ASSESSMENT DATA WAS SHARED WITH AND UTILIZED BY:BOYS AND GIRLS CLUB OF GREATER NEW BEDFORDCOASTLINE ELDERLYGREATER NEW BEDFORD ALLIES FOR HEALTH AND WELLNESS (CHNA 26)GREATER NEW BEDFORD COMMUNITY HEALTH CENTERIMMIGRANTS ASSISTANCE CENTER (IAC)INTER CHURCH COUNCIL (ICC)JUNIOR ACHIEVEMENT OF SE MANEW BEDFORD HEALTH DEPARTMENT - COMMUNITIES OF PRACTICENEW BEDFORD HEALTHY PARTNERSHIPPARTNERS FOR A HEALTHIER COMMUNITY (CHNA 25)SOUTHEASTERN REGIONAL TRANSIT AUTHORITY (SRTA)VETERANS TRANSITION HOUSEUNITED WAY OF GREATER NEW BEDFORDYMCA SOUTHCOAST NORTHEAST BEHAVIORAL HEALTH, LLC 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. THE 2022 CHNA WILL SERVE AS THE BLUEPRINT FOR THE NEXT THREE ANNUAL COMMUNITY BENEFITS IMPLEMENTATION STRATEGIES. SOUTHCOAST HEALTH'S COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) WILL ENGAGE IN AN ONGOING EVALUATION OF PROGRESS MADE ON THE SHORT- AND LONG-TERM GOALS OF THE ANNUAL IMPLEMENTATION STRATEGY, RECOMMENDING ADJUSTMENTS TO THE PLAN AS NEEDED TO POSITIVELY IMPACT AND ADVANCE THE HEALTH-RELATED NEEDS OF THE POPULATIONS TO BE SERVED. THROUGH THE NEEDS ASSESSMENT PROCESS, FIVE PRIORITY HEALTH ISSUES WERE IDENTIFIED BASED ON THE AVAILABLE HEALTH DATA, SURVEYS OF PROVIDERS AND COMMUNITY MEMBERS, AND INTERVIEWS WITH KEY COMMUNITY LEADERS. THESE PRIORITIES ARE:1. ECONOMIC OPPORTUNITY (SUB-CATEGORIES: SOCIAL MOBILITY, INCOME, EDUCATION): ECONOMIC OPPORTUNITY CAN BE DEFINED AS THE ABILITY OF A PERSON TO REACH THEIR PERSONAL POTENTIAL. OPPORTUNITY INCLUDES HAVING ACCESS TO RESOURCES THAT ARE ESSENTIAL TO MAINTAINING A GOOD QUALITY OF LIFE SUCH AS EDUCATION, AFFORDABLE HOUSING, HEALTHY FOODS, CHILDCARE, AND STABLE EMPLOYMENT. UNFORTUNATELY, MANY ECONOMIC, SOCIAL, AND STRUCTURAL BARRIERS PREVENT SOME SOUTH COAST RESIDENTS FROM ACHIEVING THEIR POTENTIAL. THESE INCLUDE OBSTACLES SUCH AS CONCENTRATED POVERTY, RACIAL DISCRIMINATION, LOW WAGES, UNEQUAL EDUCATIONAL ACCESS, AND LACK OF QUALITY OPPORTUNITIES FOR CHILDHOOD LEARNING. ECONOMIC OPPORTUNITY BEGINS WITH DEVELOPING STRATEGIES FOR FAMILIES TO BECOME ECONOMICALLY STABLE SO THEY CAN BETTER SUPPORT HEALTHY CHILDREN AND BREAK THE CYCLE OF POVERTY. ABOVE ALL, IT REQUIRES A COORDINATED EFFORT AMONG THE MANY ORGANIZATIONS WORKING TO LESSEN THE IMPACTS OF POVERTY ON THE SOUTH COAST. POVERTY IS A MAJOR SOCIAL DETERMINANT OF HEALTH. THOSE IN POVERTY OFTEN HAVE LESS OPPORTUNITY AND LESS ACCESS TO RESOURCES THAT CAN ASSIST IN IMPROVING AND MAINTAINING ONE'S HEALTH. RESOURCES THAT CONTRIBUTE TO EDUCATIONAL ATTAINMENT, EMPLOYMENT, HOUSING STATUS, HEALTH CARE OPPORTUNITIES, AND SOCIAL ACTIVITIES ARE ALL LESS ACCESSIBLE TO THOSE LIVING IN POVERTY. SOUTHCOAST HAS A HEALTH PROFESSIONALS EDUCATION PROGRAM THAT PARTNERS WITH LOCAL UNIVERSITIES AND COLLEGES FOR STUDENTS TO COMPLETE THEIR CLINICAL ROTATIONS, ENHANCE THEIR SKILLS, AND DEVELOP A PATHWAY TO A FUTURE CAREER. DURING THE GROUP CLINICAL ROTATIONS AND OBSERVATION OPPORTUNITIES, STUDENTS WORK WITH THEIR PEERS AND SOUTHCOAST STAFF TO LEARN AND PROVIDE CARE TO PATIENTS. PRECEPTORSHIPS GIVE STUDENTS THE OPPORTUNITY TO WORK ONE ON ONE WITH A MENTOR IN THEIR DESIRED FIELD.- THERE WERE APPROXIMATELY 3,244 HOURS SPENT BY NURSING STAFF TO SUPPORT THESE CLINICAL ROTATIONS, THROUGH PROVIDING OVERSIGHT, EDUCATION, AND GUIDANCE. THERE WERE 274 STUDENT NURSES THAT PARTICIPATED IN GROUP CLINICAL PLACEMENTS. IN ADDITION, THERE WERE 100 ONE-TO-ONE MENTORSHIP OPPORTUNITIES PROVIDED TO STUDENT NURSES, WITH 11,776 HOURS OF NURSING STAFF HOURS SUPPORTING THIS EXPERIENCE. - THERE WERE APPROXIMATELY 29,749 HOURS SPENT BY RADIOLOGY, CT, NUCLEAR MEDICINE, AND ULTRASOUND STAFF TO SUPPORT THIS CLINICAL EDUCATION AND STUDENT EXPERIENCE. THIS IS ALMOST A 10% INCREASE IN HOURS SPENT FROM LAST FISCAL. - THERE WERE APPROXIMATELY 6,076 HOURS SPENT BY OCCUPATIONAL THERAPY, PHYSICAL THERAPY AND SPEECH THERAPY STAFF TO ENGAGE IN CLINICAL ROTATIONS AND TO GAIN EXPERIENCE IN THE WORKPLACE. - MEDICAL RESIDENTS AND NURSE PRACTITIONERS TO ENGAGE IN CLINICAL ROTATIONS AND TO GAIN EXPERIENCE IN THE WORKPLACE WITH EMBEDDED STAFF. THERE WERE 342,000 HOURS SPENT BY STAFF TO SUPPORT THIS CLINICAL EXPERIENCE. THIS IS OVER A 90% INCREASE IN HOURS SPENT FROM LAST FISCAL.2. BEHAVIORAL HEALTH (SUB-CATEGORIES: MENTAL HEALTH, SUBSTANCE USE DISORDER + NAS, YOUTH TRAUMA): MENTAL HEALTH EMERGED THROUGHOUT THE NEEDS ASSESSMENT AS ONE OF THE REGION'S MOST PROMINENT HEALTH ISSUE. BEHAVIORAL HEALTH EXAMINES HOW A PERSON'S HABITS AFFECT THEIR MENTAL AND PHYSICAL WELL-BEING. THIS INCLUDES BEHAVIORS RELATED TO NUTRITION, EXERCISE, SMOKING, SLEEP, AND STRESS. BEHAVIORAL HEALTH IS ALSO A BLANKET TERM THAT INCLUDES MENTAL HEALTH AND SUBSTANCE USE DISORDER. AS ONE MIGHT EXPECT, COVID-19 EXACERBATED MENTAL HEALTH AND SUBSTANCE USE ISSUES SIGNIFICANTLY, WITH THREE PRIMARY MENTAL HEALTH ISSUES STRESSED BY COMMUNITY MEMBERS AND PROVIDERS: (1) THE SHORTAGE OF MENTAL HEALTH PROFESSIONALS, (2) THE OVERALL BEHAVIORAL HEALTH SYSTEM, PARTICULARLY THE SHORTAGE OF BEDS, AND (3) EQUITY IN MENTAL HEALTH, INCLUDING ISSUES OF ACCESS AND STIGMA. SUBSTANCE USE DISORDER (SUD) CONTINUES TO BE IDENTIFIED AS A MAJOR CHALLENGE IN THE REGION, PARTICULARLY IN TERMS OF THE LINKS BETWEEN SUBSTANCE USE DISORDER, OTHER MENTAL HEALTH ISSUES, POVERTY, AND HOMELESSNESS. THE REGION HAD 205 CONFIRMED OPIOID-RELATED DEATHS IN 2021. NOT ONLY IS THIS THE GREATEST ANNUAL NUMBER OF OPIOID-RELATED DEATHS SINCE 2013, BUT THE NUMBER OF DEATHS HAS INCREASED STEADILY SINCE 2013. ANOTHER OUTCOME OF THE OPIOID CRISIS IS THE RATE OF NEWBORNS BORN WITH NEONATAL ABSTINENCE SYNDROME (NAS). NAS IS A GROUP OF CONDITIONS THAT BABIES EXPERIENCE AFTER BEING EXPOSED TO NARCOTICS IN THE WOMB. INFANTS BORN WITH NAS CAN HAVE LOW BIRTH WEIGHT, RESPIRATORY DISTRESS, FEEDING DIFFICULTY, TREMORS, INCREASED IRRITABILITY, DIARRHEA, AND OCCASIONALLY SEIZURES. ALTHOUGH DATA ARE NOT AVAILABLE AT THE LOCAL LEVEL, IT IS CLEAR THAT THE OPIOID CRISIS IS IMPACTING NEWBORNS IN SOUTHEAST MASSACHUSETTS AT A GREATER RATE THAN ELSEWHERE IN THE STATE. - SOUTHCOAST DEVELOPED AN ED OVERDOSE AWARENESS PROGRAM IN RESPONSE TO THE HIGH PREVALENCE OF SUBSTANCE USE WITHIN THE SOUTH COAST REGION TO PREVENT UNNECESSARY OPIOID OVERDOSE DEATHS. THE SOUTHCOAST EMERGENCY DEPARTMENTS PROVIDE INDIVIDUALS AND PATIENTS WHO ARE AT RISK OF AN OPIOID OVERDOSE WITH A NASAL NALOXONE KIT AND EDUCATION ON HOW TO ADMINISTER. DURING FY24 A TOTAL OF 159 KITS WERE DISTRIBUTED THROUGH OUR THREE EMERGENCY DEPARTMENTS.3. HOUSING (SUB-CATEGORIES: HOMELESSNESS, STABILITY, AFFORDABILITY): HOUSING AFFORDABILITY IS A SOCIAL DETERMINANT OF HEALTH. A LACK OF AFFORDABLE HOUSING CONTRIBUTES TO HOUSING INSTABILITY AND HOMELESSNESS, BOTH OF WHICH ARE STRONG PREDICTORS OF POOR HEALTH OUTCOMES. HOUSING EMERGED AS A PRIMARY ISSUE OF CONCERN FOR COMMUNITY LEADERS AND COMMUNITY MEMBERS THROUGHOUT THE NEEDS ASSESSMENT PROCESS, WITH MANY STAKEHOLDERS CONSISTENTLY IDENTIFYING HOUSING AS THE SOCIAL DETERMINANT THAT AFFECTS THE LARGEST NUMBER OF THE PEOPLE THEY SERVE. OVERALL, STAKEHOLDERS ARE CLEAR THAT HOUSING CHALLENGES HAVE BEEN MADE WORSE BY COVID-19, ALTHOUGH THE PANDEMIC PRIMARILY WORSENED EXISTING HOUSING ISSUES. THE REGION'S HOUSING ISSUE IS PRIMARILY TWOFOLD: THE FOCUS IN THE REGION'S CITIES IS LARGELY ON RISING RENTS AND ITS IMPLICATION ON THE WORKING POOR AND PEOPLE ON FIXED INCOMES. CONVERSELY, THE ISSUE IN MANY OF THE AREA'S SUBURBAN COMMUNITIES IS FOCUSED ON THE SIGNIFICANT INCREASE IN SINGLE-FAMILY HOME PRICES. THIS DYNAMIC IS CREATING ISSUES FOR SENIORS WHO WANT TO REMAIN IN THEIR HOMES BUT WHO ARE "HOUSE RICH, CASH POOR AND FOR YOUNGER FAMILIES WHO LEAVE THE REGION BECAUSE THEY CANNOT AFFORD HOMES IN THE AREA. HOUSING INSECURITY DISPROPORTIONATELY AFFECTS LOW-INCOME HOUSEHOLDS, PEOPLE OF COLOR, AND SENIORS. THIS TREND IS EVIDENT IN FALL RIVER AND NEW BEDFORD WHERE WHITE HOUSEHOLDS ARE LESS LIKELY TO BE BURDENED BY HOUSING COSTS THAN THEIR NEIGHBORS. NOTABLY, LOWER-INCOME HOUSEHOLDS ARE PRIMARILY RENTERS, AND THIS GROUP IS MORE LIKELY TO HAVE EXPERIENCED A JOB LOSS DURING THE PANDEMIC BECAUSE THEY ARE MORE LIKELY TO WORK IN THE INDUSTRIES IMPACTED THE HARDEST BY THE PANDEMIC, EITHER BECAUSE OF LAYOFFS OR THE INABILITY TO WORK REMOTELY. COMMUNITY LEADERS IDENTIFIED HOMELESSNESS AS A SIGNIFICANT ISSUE IN THE REGION, WHICH IS PARTLY AN OUTCOME OF THE AFFORDABLE HOUSING SHORTAGE. MENTAL HEALTH AND SUBSTANCE ABUSE DISORDER, WHICH ARE HIGHLY PREVALENT AMONG THE HOMELESS POPULATION, ARE ALSO KEY FACTORS IN THE HOMELESSNESS EQUATION. OFTEN, EXPERIENCING HOMELESSNESS IN COMBINATION WITH THESE ISSUES CREATES CHALLENGES FOR ENTERING SHELTERS AND TRANSITIONAL HOUSING. IN ADDITION, THE ASSESSMENT CAPTURED THAT THE USE OF THE EMERGENCY DEPARTMENT BY HOMELESS INDIVIDUALS IS OFTEN THEIR PRIMARY MEANS OF ACCESSING HEALTH CARE. IN DOING SO, COMMUNITY LEADERS POINT OUT THAT THE HOMELESS ONLY ENGAGE WITH THE HEALTHCARE SYSTEM WHEN THEY ARE EXPERIENCING A HEALTH CRISIS. THUS, NOT ONLY IS THERE CONCERN THAT THESE INDIVIDUALS DO NOT RECEIVE PREVENTIVE CARE, BUT ALSO THAT THEY DO NOT RECEIVE ADEQUATE FOLLOW-UP ON THEIR HEALTH ISSUES.(RESPONSE CONTINUED IN SUPPLEMENTAL DISCLOSURES) NORTHEAST BEHAVIORAL HEALTH, LLC PART V, SECTION B, LINE 13H: SOUTHCOAST BEHAVIORAL HEALTH GRANTS FAP ELIGIBILITY FOR PERSONS WITH ANY TYPE OF MEDICAID. NORTHEAST BEHAVIORAL HEALTH, LLC PART V, SECTION B, LINE 16J: THE HOSPITAL EMPLOYED FINANCIAL COUNSELOR MEETS WITH EVERY PATIENT THAT IS IDENTIFIED THAT MAY HAVE A FINANCIAL OBLIGATION, AND REVIEWS THE POLICY AND OFFERS FINANCIAL ASSISTANCE TO ALL PATIENTS TO DETERMINE IF THEY QUALIFY FOR CHARITY. SCHEDULE H, SUPPLEMENTAL DISCLOSURES PART V, SECTION B, LINE 3:IN MARCH 2015, SOUTHCOAST HEALTH SYSTEM ACQUIRED A 25% INTEREST IN NORTHEAST BEHAVIORAL, LLC, THAT OWNS A 120-BED PSYCHIATRIC HOSPITAL IN DARTMOUTH, MA, DOING BUSINESS AS SOUTHCOAST BEHAVIORAL HEALTH (SBH). SBH IS PART OF AN AFFILIATED HEALTH SYSTEM, SOUTHCOAST HEALTH SYSTEM, WHICH INCLUDES SOUTHCOAST HOSPITAL GROUP(SHG). SHG HAS A JOINT CHNA WITH SBH THAT IDENTIFIES COMMUNITY HEALTH NEEDS, INCLUDING BEHAVIORAL HEALTH NEEDS. SOUTHCOAST HEALTH SYSTEM COMMUNITY BENEFITS PROGRAM COORDINATES ACTIVITIES ACROSS ITS VARIOUS AFFILIATES. THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA.PART V, SECTION B, LINE 11 - CONTINUED- AS PART OF SOUTHCOAST'S COMMUNITY WELLNESS PROGRAM, THE STREET OUTREACH TEAM CONTINUED ITS WORK TO SUPPORT THOSE WHO ARE UNSHELTERED, SUBSTANCE USE DEPENDENT, AND/OR HAVE A MENTAL HEALTH NEED. STREET OUTREACH IS CONDUCTED BY OUR RN TEAM LEADER WHO IS A CERTIFIED ADDICTION NURSE SPECIALIST AND A MULTI-LINGUAL COMMUNITY OUTREACH SPECIALIST, AND IN COLLABORATION WITH COMMUNITY PARTNER AGENCIES WITH THE SAME SHARED MISSION. THE TEAM GOES DIRECTLY INTO HOMELESS ENCAMPMENTS THROUGHOUT THE REGION TO MEET INDIVIDUALS WHERE THEY ARE AT, BY PROVIDING TRIAGE, WOUND CARE, HARM REDUCTION AND TO PROVIDE A CONNECTION TO RESOURCES.- THE MEDICALLY FRAGILE EMERGENCY RESPONSE TEAM CONTINUED TO MEET MONTHLY AND SOLIDIFY THEIR GOALS AND OBJECTIVES FOR THE COMING YEAR(S). THIS TEAM INCLUDES KEY MEMBERS OF SOUTHCOAST HOSPITAL STAFF AND COMMUNITY PARTNER AGENCIES SUCH AS PAACA, THE INTERCHURCH COUNCIL OF GREATER NEW BEDFORD, THE NEW BEDFORD OFFICE OF COMMUNITY DEVELOPMENT AND HOUSING (OCDH), CCBC AND STEPPINGSTONE. * ONE OF THE KEY ACHIEVEMENTS MADE IN FY24 WAS THE IMPLEMENTATION OF THE GNB RESPITE AND SELF-SUFFICIENCY PROJECT (GRASSP) PILOT LAUNCH. THE PROJECT PROVIDED TEMPORARY RESPITE SERVICES FOR MEDICALLY FRAGILE, UN-HOUSED COMMUNITY MEMBERS WHO HAD SIGNIFICANT MEDICAL CONDITIONS. - THROUGH THE STRATEGIC PARTNERSHIP PROGRAM, SOUTHCOAST PROVIDED THE YWCA OF SE MA SUPPORT FOR THEIR RESIDENTIAL PROGRAM EXPANSION TO A NEW LOCATION, DRAYTON HOUSE. THIS ADDED 12 MORE BEDS TO THE CITY OF NEW BEDFORD. 4. WELLNESS & CHRONIC DISEASE (SUB-CATEGORIES: UNHEALTHY BEHAVIORS, HEALTH OUTCOMES, PREVENTION): FOR MANY, HEALTH AND WELLNESS FIT WITHIN A LARGER FRAMEWORK OF OBLIGATIONS, RANGING FROM ISSUES SUCH AS HOUSING, FINANCES, AND CHILDCARE, TO TRANSPORTATION, EMPLOYMENT, IMMIGRATION, AND SAFETY. THESE RESPONSIBILITIES CREATE OBSTACLES TO MAINTAINING OVERALL HEALTH AND TO ADOPTING HEALTHY HABITS THAT HELP TO PREVENT OR MANAGE DISEASE. UNHEALTHY BEHAVIORS LEAD TO POOR HEALTH OUTCOMES. TOBACCO USE, PHYSICAL INACTIVITY, AND POOR NUTRITION CONTRIBUTE TO PREVENTABLE CHRONIC DISEASES SUCH AS DIABETES, CANCER, HEART DISEASE, AND LUNG DISEASE. WHILE SOME CHRONIC CONDITIONS ARE A RESULT OF BEHAVIOR OR GENETICS, SOCIAL AND ENVIRONMENTAL FACTORS CAN ALSO ELEVATE THE RISK OF CONTRACTING CHRONIC DISEASES. HEALTH PROVIDERS CAUTION THAT WHILE EDUCATING RESIDENTS ON THE IMPORTANCE OF BEING HEALTHY AND WAYS TO ACHIEVE GOOD HEALTH, IT IS EQUALLY NECESSARY TO DISMANTLE BARRIERS THAT PREVENT MANY PEOPLE FROM ACCESSING THE SUPPORTS AND RESOURCES NECESSARY TO BE HEALTHY THAT CONTRIBUTES TO HEALTH INEQUITIES. THE U.S. DEPARTMENT OF AGRICULTURE (USDA) DEFINES FOOD INSECURITY AS A LACK OF CONSISTENT ACCESS TO ENOUGH FOOD FOR AN ACTIVE, HEALTHY LIFE. THE USDA ESTIMATES THAT IN 2021, 33.8 MILLION AMERICANS LIVED IN FOOD INSECURE HOUSEHOLDS AND 8.6 MILLION ADULTS LIVED IN HOUSEHOLDS WITH VERY LOW FOOD SECURITY. THESE RATES ARE HIGHER FOR PEOPLE OF AFRICAN AMERICAN OR HISPANIC DESCENT. WHILE FOOD INSECURITY IS CLOSELY LINKED TO POVERTY, PEOPLE ABOVE THE POVERTY LINE CAN EXPERIENCE FOOD INSECURITY, WHICH WAS ESPECIALLY EVIDENT DURING THE COVID-19 PANDEMIC. PEOPLE WHO ARE FOOD INSECURE ARE AT AN INCREASED RISK FOR A VARIETY OF NEGATIVE HEALTH OUTCOMES, INCLUDING OBESITY AND OTHER CHRONIC DISEASES. FOOD INSECURITY OFTEN OVERLAPS WITH MANY OF THE SOCIAL DETERMINANTS OF HEALTH DISCUSSED THROUGHOUT THIS REPORT SUCH AS INCOME, HOUSING, RACE, AND EDUCATION. CONSEQUENTLY, STRATEGIES TO ADDRESS FOOD INSECURITY MUST BE UNDERTAKEN IN A SOCIAL DETERMINANT CONTEXT. SOUTHCOAST HAS A FOOD IS MEDICINE PROGRAM THAT COMBATS FOOD INSECURITY AND ENCOURAGES THE IDEA THAT FOOD IS MEDICINE BY SUPPORTING LOCAL INITIATIVES THROUGHOUT THE SOUTH COAST TO PROVIDE OUR COMMUNITY MEMBERS WITH EASY ACCESS TO HEALTHY, LOCALLY GROWN FOOD. - AS PART OF THE STRATEGIC PARTNERSHIP PROGRAM, COASTAL FOODSHED AND SOUTHCOAST COLLABORATED TO PROVIDE OPERATIONAL SUPPORT FOR THE FARM TO FOOD RELIEF PROGRAM. THIS SUPPORT PROVIDED ENABLED THE COORDINATION, SOURCING, ORDERING, TRANSPORTING, AND DISTRIBUTING LOCAL FOOD THROUGH THIS PROGRAM. SINCE THE LAUNCH OF THE PROGRAM IN MAY 2024, THERE HAS BEEN $257,980 WORTH OF LOCAL FOOD SOURCED AND DISTRIBUTED THROUGH OVER 28 FOOD PANTRIES AND ORGANIZATIONS ACROSS THE SOUTH COAST COMMUNITIES TO REACH THOSE MOST IN NEED. - IN PARTNERSHIP WITH THE UNITED WAY OF GREATER NEW BEDFORD, 14 MOBILE MARKETS WERE HELD DISTRIBUTING AFFORDABLE, LOCAL, AND HEALTHY FOOD IN WAREHAM. THERE WERE 599 TOTAL RESIDENTS BENEFITING FROM THE MARKET, WITH 321 BEING CHILDREN. IN ADDITION, SOUTHCOAST STAFF PARTICIPATED IN OVER 74 HOURS OF VOLUNTEER TIME TO SUPPORT THESE MARKETS. - SOUTHCOAST SUPPORTED MY BROTHER'S KEEPER BY PROVIDING A WEEKS' WORTH OF HEALTHY GROCERIES TO 333 FAMILIES AND INDIVIDUALS IN NEED (APPROXIMATELY 1,065 ADULTS AND CHILDREN). - SOUTHCOAST HAS PROVIDED ANNUAL SUPPORT TO THE FARM & COMMUNITY COLLABORATIVE, NOURISH OUR NEIGHBORS PROGRAM. THIS PROGRAM PROVIDES FARM SHARED FOR LOCAL FAMILIES IN NEED. SOUTHCOAST PROVIDED 8 FAMILIES WITH GREATER THAN 4 HOUSEHOLD MEMBERS A SEASON'S WORTH OF FARM SHARES IN FY24. THESE FARM SHARES WERE VALUED AT $600 PER FAMILY. - THE COMMUNITY OUTREACH SPECIALIST ATTENDED THE FARMERS MARKETS AT CARDINAL MEDEIROS TOWERS IN FALL RIVER, PROVIDING RESOURCES, EDUCATION, AND SUPPORT TO INDIVIDUALS. - SOUTHCOAST PROVIDED DAMIEN'S FOOD PANTRY SUPPORT TO PILOT A COOKING AND CROCKPOT PROGRAM. WITH SOUTHCOAST'S SUPPORT, OVER 50 INDIVIDUALS RECEIVED A COOKING KIT (INCLUDING A CROCKPOT) ALONG WITH RECIPES OF EASY AND HEALTHY MEALS THAT COULD BE MADE UTILIZING ITEMS ON THE SHELVES AT THE PANTRY. - THE COMMUNITY OUTREACH SPECIALIST ATTENDED THE FARMERS MARKETS AT CARDINAL MEDEIROS TOWERS IN FALL RIVER, PROVIDING RESOURCES, EDUCATION, AND SUPPORT TO INDIVIDUALS. - SOUTHCOAST SUPPORTED THE YMCA SHARING THE HARVEST COMMUNITY FARM (STH) WHICH GROWS AND DISTRIBUTES FOOD THROUGH MOBILE MARKETS AND OTHER TOUCHPOINTS THROUGHOUT THE COMMUNITY. AS PART OF THE SUPPORT PROVIDED BY SOUTHCOAST, FIVE (5) LOCAL YOUTH AGES 16 TO 22 PARTICIPATED IN THE PILOT PROGRAM STH YOUTH LEADERSHIP PROJECT, WHICH PROVIDED LEADERSHIP TRAINING AND SUMMER JOB OPPORTUNITIES TO PARTICIPANTS. - SOUTHCOAST PROVIDED SUPPORT TO MERCY MEALS & MORE'S BREAKFAST PROGRAM THAT PROVIDES FREE BREAKFAST TO THOSE WHO ARE LOW-INCOME OR HOMELESS. THIS SUPPORT PROVIDED MORE THAN 1,250 INDIVIDUALS WITH BREAKFAST. - SOUTHCOAST MAINTAINS AN ACTIVE SEAT ON THE COMMUNITY ADVISORY BOARD (CAB) FOR THE SOUTHCOAST FOOD POLICY COUNCIL (SFPC) LED BY THE MARION INSTITUTE, 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. 5. HEALTH ACCESS & EQUITY (SUB-CATEGORIES: UNDERSERVED POPULATIONS, OBSTACLES TO CARE, HEALTH LITERACY): REGULAR ACCESS TO HEALTH SERVICES IS ESSENTIAL IN MANAGING HEALTH CONDITIONS, PREVENTING NEW CONDITIONS FROM ARISING, AND PROMOTING AND MAINTAINING OVERALL GOOD HEALTH. THIS INCLUDES ACCESS TO A WIDE VARIETY OF HEALTH SERVICES SUCH AS PREVENTIVE CARE, MENTAL HEALTH SERVICES, AND EMERGENCY SERVICES. PEOPLE WHO DO NOT HAVE ACCESS TO HEALTH CARE ARE AT A GREATER RISK OF HAVING POOR OVERALL HEALTH AND NEGATIVE HEALTH OUTCOMES. STAKEHOLDERS DESCRIBED THE RACIAL AND ETHNIC HEALTH GAP THAT CONTINUES TO AFFLICT THE REGION. THIS GAP IS RELATED TO A MYRIAD OF ACCESS ISSUES SUCH AS HEALTH LITERACY, INSURANCE COVERAGE AND COST, TRANSPORTATION, AND THE NEED FOR MORE CULTURALLY COMPETENT CARE. STAKEHOLDERS WERE CLEAR THAT EQUITY AND ACCESS ISSUES PREVALENT IN THE HEALTH CARE SYSTEM INTENSIFIED DUE TO THE PANDEMIC. PART V, SECTION B, LINE 11 - CONTINUED - SOUTHCOAST'S COMMUNITY WELLNESS PROGRAM (CWP) BREAKS DOWN TRADITIONAL BARRIERS TO CARE BY BRINGING HEALTH EDUCATION, VACCINATIONS AND IMMUNIZATIONS, AND HEALTH SCREENINGS TO UNDERSERVED AND VULNERABLE POPULATIONS ACROSS THE REGION. THIS PROGRAM IMPROVES ACCESSIBILITY FOR HEALTH ACCESS THROUGH MOBILE CAPABILITIES AND SUPPORTS SOUTHCOAST'S ONGOING POPULATION HEALTH INITIATIVES. * THE PROGRAM IS BROKEN INTO TWO TEAMS (COMMUNITY WELLNESS & STREET OUTREACH) BOTH ARE OVERSEEN BY THE RN ADDICTION NURSE SPECIALIST. ADDITIONAL STAFF INCLUDE A FULL TIME LPN, AND TWO (2) FULL TIME COMMUNITY OUTREACH SPECIALISTS WITH MUTLI AND TRI-LINGUAL CAPABILITIES. * SERVICES OFFERED TO THE COMMUNITY INCLUDE BUT ARE NOT LIMITED TO HEALTH EDUCATION AND OUTREACH, INCLUDING OFFERING CONFIDENTIAL HEALTH SCREENINGS, VACCINATIONS, SUPPORT WITH PEDIATRIC IMMUNIZATION CLINICS, AND POINT OF CARE TESTING (POCT). - PREVENTATIVE SCREENINGS INCLUDE BODY MASS INDEX (BMI), BLOOD PRESSURE READINGS AND ADVANCE CARE PLAN DOCUMENTATION. - ADULT VACCINATIONS INCLUDE COVID-19, FLU, PNEUMONIA, HEP A AND TETANUS - POINT OF CARE TESTING INCLUDE HEMOGLOBIN A1C, BLOOD GLUCOSE, AND CHOLESTEROL READINGS. - HEALTH EDUCATION PROVIDED INCLUDES BUT IS NOT LIMITED TO CHRONIC DISEASE PREVENTION SUCH AS STROKE/HEART DISEASE, DIABETES/PRE-DIABETES, NUTRITION/OBESITY, CANCER EDUCATION, HARM REDUCTION, AND WOMEN'S HEALTH. * THE TEAM COLLABORATED WITH OVER 50 COMMUNITY PARTNERS TO HOST: - 16 FLU VACCINATION EVENTS - 16 POINT OF CARE TESTING EVENTS (GLUCOSE, CHOLESTEROL & A1C) - 1 SKIN CANCER SCREENING EVENT - OVER 40 EDUCATION EVENTS WITH VARIOUS HEALTH RELATED TOPICS COVERED. * THE TEAM ALSO ATTENDED OVER 18 COMMUNITY RESOURCE FAIRS TO PROVIDE ADDITIONAL SERVICES AND EDUCATION. * DURING EARLY FY24, THIS TEAM HAD A STRONG FOCUS ON SUPPORTING THE MIGRANT POPULATIONS WHO WERE PLACED IN LOCAL HOTELS DURING THE FALL AND WINTER SEASON. THEY PROVIDED ON-SITE DIRECT MEDICAL SUPPORT, TRANSITION SUPPORT AND CONNECTION TO RESOURCES.BASED ON OUR FINDINGS OF THE 2022 CHNA, SOUTHCOAST HEALTH WILL FOCUS OUR COMMUNITY BENEFITS PROGRAMS AND INITIATIVES ON INDIVIDUALS AND FAMILIES WHO ARE MOST VULNERABLE* AND EXPERIENCING HEALTH DISPARITIES DUE TO RACIAL, ETHNIC, OR ECONOMIC FACTORS SUCH AS: (1) THOSE WHO SUFFER DISPROPORTIONATELY FROM CHRONIC DISEASE SUCH AS CARDIOVASCULAR DISEASE, DIABETES, CANCER AND RESPIRATORY DISEASE AND EXPERIENCE BARRIERS TO CARE DUE TO LANGUAGE, CULTURE, RACE, INCOME, OR EDUCATION(2) THOSE WHO ARE SUFFERING FROM POVERTY, ARE DISADVANTAGED, OR MEDICALLY UNDERSERVED(3) THOSE WHO LACK ACCESS TO REGULAR PRIMARY HEALTH CARE DUE TO BEING UNDERINSURED OR UNINSURED(4) THOSE WHO FACE BARRIERS TO CARE DUE TO LIMITED ENGLISH PROFICIENCY, LANGUAGE & CULTURAL BARRIERS, UNDOCUMENTED STATUS, AND EDUCATIONAL ATTAINMENT(5) THOSE WHO ARE IMPACTED BY BEHAVIORAL HEALTH ISSUES, INCLUDING MENTAL HEALTH AND SUBSTANCE USE DISORDER(6) THOSE WHO SUFFER FROM HOMELESS AND LACK OF ACCESS TO AFFORDABLE HOUSING(7) THOSE WHO ARE MOST AT-RISK/SUFFERING FROM DOMESTIC VIOLENCE, SEXUAL ABUSE, OTHER FORMS OF VIOLENCE AND TRAUMA(8) THOSE WHO SUFFER FROM FOOD INSECURITY OR LACK OF ACCESS TO HEALTHY & NUTRITIOUS FOOD *VULNERABLE POPULATIONS: RACIAL/ETHNIC MINORITIES, LOW-INCOME INDIVIDUALS & FAMILIES, HOMELESS, HIGH-RISK YOUTH, LGBTQA+ COMMUNITY, ELDERLY, DISABLED, THOSE WITH MENTAL HEALTH NEEDS AND/OR SUBSTANCE USE DISORDER INCLUDING EXPECTING MOTHERS, MATERNAL/CHILD HEALTH. PART V, SECTION B, LINE 7A, HOSPITAL FACILITY'S WEBSITE: HTTPS://WWW.SOUTHCOASTBEHAVIORAL.COM/ABOUT/COMMUNITY-HEALTH-NEEDS-ASSESSMENT PART V, SECTION B, LINE 7B, OTHER WEBSITE: HTTPS://WWW.SOUTHCOAST.ORG/WP-CONTENT/UPLOADS/2022/09/SOUTHCOAST-HEALTH-CHNA-2022.PDF PART V, SECTION B, LINE 10A, HOSPITAL FACILITY'S MOST RECENTLY ADOPTED IMPLEMENTATION STRATEGY POSTED ON A WEBSITE:HTTPS://WWW.SOUTHCOASTBEHAVIORAL.COM/ABOUT/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ SCHEDULE H, PART V, SECTION B, LINE 20A: STATEMENTS AND NOTICES THAT GO OUT TO PATIENTS INCLUDE A PLAIN LANGUAGE SUMMARY OF THE FAP. STATEMENTS AND THE PLAIN LANGUAGE SUMMARY GO OUT A MINIMUM OF THREE TIMES BEFORE ACCOUNTS ARE SENT TO THE BAD DEBT COLLECTION AGENCY. PART I, LINE 3C: IN FURTHERANCE OF ITS CHARITABLE PURPOSES, THE HOSPITAL WILL PROVIDE BOTH (I) EMERGENCY TREATMENT TO ANY PERSON REQUIRING SUCH CARE; AND (II) MEDICALLY NECESSARY BEHAVIORAL HEALTHCARE SERVICES TO PATIENTS WHO ARE PERMANENT RESIDENTS OF THE COMMONWEALTH OF MASSACHUSETTS (AND OTHERS ON ACASE-BY-CASE BASIS) WHO MEET THE CONDITIONS AND CRITERIA SET FORTH IN THE FINANCIAL ASSISTANCE POLICY; IN EACH CASE, WITHOUT REGARD TO THE PATIENTS' ABILITY TO PAY FOR SUCH CARE.IT IS THE POLICY OF THE HOSPITAL TO PROVIDE FINANCIAL ASSISTANCE (CARE EITHER FOR FREE OR AT DISCOUNTED RATES) TO PERSONS OR FAMILIES WHERE: (I) THERE IS LIMITED OR NO HEALTH INSURANCE AVAILABLE; (II) THE PATIENT FAILS TO QUALIFY FOR GOVERNMENTAL ASSISTANCE (FOR EXAMPLE, MEDICARE OR MEDICAID); (III) THE PATIENT COOPERATES WITH THE HOSPITAL IN PROVIDING THE REQUESTED INFORMATION DEMONSTRATING FINANCIAL NEED, OR OTHER FACTS AND CIRCUMSTANCES READILY DEMONSTRATE FINANCIAL NEED; AND (IV) THE HOSPITAL MAKES AN ADMINISTRATIVE DETERMINATION THAT FINANCIAL ASSISTANCE IS APPROPRIATE BASED ON THE PATIENT'S ABILITY TO PAY (AS ESTABLISHED BY FAMILY INCOME OR BASED ON CRITERIA DEMONSTRATING PRESUMPTIVE ELIGIBILITY) AND THE SIZE OF THE PATIENT'S MEDICAL BILLS.AFTER THE HOSPITAL DETERMINES THAT A PATIENT IS ELIGIBLE FOR FINANCIAL ASSISTANCE, THE HOSPITAL WILL DETERMINE THE AMOUNT OF FINANCIAL ASSISTANCE AVAILABLE TO THE PATIENT BY UTILIZING THE FINANCIAL ASSISTANCE GUIDELINES. THE GUIDELINES REFLECT FAMILY INCOME LEVELS TIED TO THE MOST RECENT FEDERAL POVERTY GUIDELINES, AND ESTABLISH CORRESPONDING DISCOUNT PERCENTAGES. THE GUIDELINES ARE ADJUSTED ANNUALLY TO REFLECT THE ANNUAL UPDATE TO THE FEDERAL POVERTY GUIDELINES, AND TO ADJUST THE CORRESPONDING DISCOUNT PERCENTAGES TO ENSURE THAT, IN ALL CASES, A PATIENT DETERMINED TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE WILL NOT BE BILLED MORE THAN THE AMOUNTS GENERALLY BILLED BY THE HOSPITAL FOR THE SAME EMERGENCY OR MEDICALLY NECESSARY BEHAVIORAL HEALTH SERVICES TO INDIVIDUALS WHO HAVE INSURANCE COVERING SUCH CARE.IN CASES WHERE THIRD-PARTY COVERAGE (INCLUDING PRIVATE INSURANCE OR PAYMENT BY GOVERNMENTAL PROGRAM) IS NONEXISTENT OR LIKELY TO BE INADEQUATE, THE FINANCIAL COUNSELOR WILL INFORM THE PATIENT OF THE AVAILABILITY OF FINANCIAL ASSISTANCE. PATIENTS SEEKING FINANCIAL ASSISTANCE WILL BE ASKED TO COMPLETE THE FINANCIAL ASSISTANCE APPLICATION. ONCE A COMPLETED FINANCIAL ASSISTANCE APPLICATION IS RECEIVED, THE FINANCIAL COUNSELOR WILL REVIEW THE APPLICATION AND FORWARD IT TO THE BUSINESS OFFICE DIRECTOR. PATIENTS WHO ARE DETERMINED TO BE PRESUMPTIVELY ELIGIBLE WILL BE PROCESSED FOR FINANCIAL ASSISTANCE WITHOUT NEED FOR COMPLETION OF THE FINANCIAL ASSISTANCE APPLICATION. PART I, LINE 6A: SOUTHCOAST HEALTH SYSTEM, INC. (EIN 04-2794625), THROUGH ITS INTEREST IN SOUTHCOAST BEHAVIORAL HEALTH, JOINTLY CONDUCTED ITS CHNA WITH AFFILIATE SOUTHCOAST HOSPITALS GROUP, INC. PART I, LINE 7: SHS HOLDS A 25% OWNERSHIP INTEREST IN NORTHEAST BEHAVIORAL HEALTH LLC, WHICH OPERATES AS SOUTHCOAST BEHAVIORAL HEALTH (SBH). THE COMMUNITY BENEFIT EXPENSES REPORTED IN COLUMNS (C) AND (E) REFLECT ONLY SHS'S PROPORTIONATE SHARE OF SBH'S TOTAL COMMUNITY BENEFIT EXPENDITURES. BECAUSE SHS'S INVESTMENT IN SBH CONSTITUTES A RELATIVELY SMALL PART OF SHS'S OVERALL OPERATIONS AND EXPENSES, THE RESULTING COMMUNITY BENEFIT PERCENTAGE ATTRIBUTABLE TO SHS IS CORRESPONDINGLY LOW. AMOUNTS REPORTED IN PART I, LINE 7 WERE DERIVED USING THE ACTUAL COST OF SERVICES PROVIDED BASED ON THE TOTAL COST-TO-CHARGE RATIO DERIVED FROM SBH'S MEDICARE COST REPORT. AMOUNTS REPORTED IN PART I, LINE 7 REPRESENT SOUTHCOAST HEALTH SYSTEM'S ALLOCABLE SHARE OF SBH'S TOTAL COMMUNITY BENEFIT EXPENSES AND DIRECT OFFSETTING REVENUE. THE DENOMINATOR USED TO CALCULATE THE COMMUNITY BENEFIT PERCENT OF TOTAL EXPENSE IN PART I, LINE 7, COLUMN (F), REPRESENTS SOUTHCOAST HEALTH SYSTEM'S ALLOCABLE SHARE OF SBH'S TOTAL EXPENSE (EXCLUDING BAD DEBT EXPENSE), PLUS SOUTHCOAST HEALTH SYSTEM'S TOTAL FUNCTIONAL EXPENSE AS REPORTED IN PART IX. AMOUNTS REPORTED IN PART III REPRESENT SOUTHCOAST HEALTH SYSTEM'S ALLOCABLE SHARE OF SBH'S MEDICARE AND BAD DEBT AMOUNTS. PART III, LINE 2: FROM 10.1.2023 - 3.31.2024, BAD DEBT EXPENSE WAS A COMBINATION OF RESERVES BASED ON THE AGE OF THE ACCOUNT, AND ACTUAL WRITE-OFFS OF BALANCES DETERMINED UNCOLLECTIBLE IN ACCORDANCE WITH THE BUSINESS OFFICE POLICIES OF SBH. AFDA IS RESERVED FOR AS FOLLOWS: 35% OF ALL MEDICARE DEDUCTIBLES/ COINSURANCE, 100% OF SELF-PAY, REGARDLESS OF AGE, 0% OF 0 - 90 DAY INSURANCE, 10% OF 91-120 DAY INSURANCE, 20% OF 121-150 DAY INSURANCE, 75% OF 151-180 DAY INSURANCE, AND 100% OF >180 DAY INSURANCE. ADDITIONALLY, 65% OF MEDICARE BAD DEBT WRITE OFFS ARE RECOVERABLE ON THE MEDICARE COST REPORT AND AS SUCHTHEY ARE RECORDED AS AN OFFSET TO BAD DEBT EXPENSE.EFFECTIVE 4.1.2024, BAD DEBT EXPENSE IS A COMBINATION OF RESERVES BASED ON THE AGE OF THE ACCOUNT, AND ACTUAL WRITE-OFFS OF BALANCES DETERMINED UNCOLLECTIBLE IN ACCORDANCE WITH THE BUSINESS OFFICE POLICIES OF SBH. AFDA IS RESERVED FOR AS FOLLOWS: 35% OF ALL SELF PAY MEDICARE DEDUCTIBLES/COINSURANCE, 100% OF SELF-PAY, REGARDLESS OF AGE, 0% OF 0 - 90 DAY INSURANCE, 0% OF 91-120 DAY INSURANCE, 0% OF 121-150 DAY INSURANCE, 0% OF 151-180 DAY INSURANCE, AND 100% OF >180 DAY INSURANCE. ADDITIONALLY, 65% OF MEDICARE BAD DEBT WRITE OFFS ARE RECOVERABLE ON THE MEDICARE COST REPORT AND AS SUCH THEY ARE RECORDED AS AN OFFSET TO BAD DEBT EXPENSE. PART III, LINE 3: PER SOUTHCOAST'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, SOUTHCOAST CONSIDERS THIS AMOUNT OF BAD DEBT AS A COMMUNITY BENEFIT EXPENSE. PART III, LINE 4: FOOTNOTE 2 REVENUE FROM CUSTOMERS PAGES 10-11, AND FOOTNOTE 3 PAGE 15-16 OF THE ATTACHED CONSOLIDATED FINANCIAL STATEMENTS RELATES TO ALLOWANCE FOR DOUBTFUL ACCOUNTS AND BAD DEBTS. PART III, LINE 8: THE COSTING METHODOLOGY USED TO DETERMINE ALLOWABLE COSTS IS BASED ON THE ACTUAL COST OF SERVICES PROVIDED BASED ON THE TOTAL COST-TO-CHARGE RATIO DERIVED FROM SBH'S MEDICARE COST REPORT. PART III, LINE 9B: IN THE EVENT THAT A PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE BUT FAILS TO TIMELY PAY ANY REMAINING BALANCE DUE (INCLUDING, IF APPLICABLE, PER THE TERMS OF THE AGREED-UPON PAYMENT PLAN), SOUTHCOAST MAY TAKE ANY OF THE ACTIONS SET FORTH IN THE HOSPITAL'S BILLING AND COLLECTION POLICY, INCLUDING SENDING REMAINING SELF-PAY BALANCES TO A THIRD PARTY COLLECTION AGENCY WITHIN 90-120 DAYS OF PATIENT'S DISCHARGE DATE. CONSISTENT WITH THE BILLING AND COLLECTION POLICY, THE HOSPITAL WILL NOT UNDERTAKE ANY EXTRAORDINARY COLLECTION ACTIONS (AS DEFINED IN THAT POLICY) WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE A PATIENT'S ELIGIBILITY FOR FINANCIAL ASSISTANCE PURSUANT TO THIS POLICY. PART VI, LINE 2: SOUTHCOAST HEALTH SYSTEM THROUGH ITS INTEREST IN SBH AIMS TO ADDRESS AN URGENT HEALTHCARE NEED OF THE COMMUNITY IT SERVES BY PROVIDING HIGH QUALITY MEDICAL CARE FOR COMMUNITY MEMBERS FACING BEHAVIORAL HEALTH ISSUES. SERVICES PROVIDED BY SBH ADDRESS NEEDS IDENTIFIED BY ITS AFFILIATE SOUTHCOAST HOSPITALS GROUP IN THEIR JOINT COMMUNITY HEALTHNEEDS ASSESSMENT. MENTAL HEALTH EMERGED THROUGHOUT THE NEEDS ASSESSMENT AS ONE OF THE REGION'S MOST PROMINENT HEALTH ISSUE. BEHAVIORAL HEALTH EXAMINES HOW A PERSON'S HABITS AFFECT THEIR MENTAL AND PHYSICAL WELL-BEING. THIS INCLUDES BEHAVIORS RELATED TO NUTRITION, EXERCISE, SMOKING, SLEEP, AND STRESS. BEHAVIORAL HEALTH IS ALSO A BLANKET TERM THAT INCLUDES MENTAL HEALTH AND SUBSTANCE USE DISORDER. AS ONE MIGHT EXPECT, COVID-19 EXACERBATED MENTAL HEALTH AND SUBSTANCE USE ISSUES SIGNIFICANTLY, WITH THREE PRIMARY MENTAL HEALTH ISSUES STRESSED BY COMMUNITY MEMBERS AND PROVIDERS: (1) THE SHORTAGE OF MENTAL HEALTH PROFESSIONALS, (2) THE OVERALL BEHAVIORAL HEALTH SYSTEM, PARTICULARLY THE SHORTAGE OF BEDS, AND (3) EQUITY IN MENTAL HEALTH, INCLUDING ISSUES OF ACCESS AND STIGMA. PART VI, LINE 3: THE HOSPITAL EMPLOYED TWO FINANCIAL COUNSELORS THAT MEET WITH EVERY PATIENT THAT IS IDENTIFIED WHO MAY HAVE A FINANCIAL OBLIGATION, AND REVIEWS THE POLICY AND OFFERS FINANCIAL ASSISTANCE TO ALL PATIENTS TO DETERMINE IF THEY QUALIFY FOR CHARITY. IF AND WHEN A PATIENT DOES NOT HAVE A SECONDARY INSURANCE AND DOES NOT QUALIFY FOR MEDICAID TO COVER A PATIENT RESPONSIBILITY, THE INHOUSE FINANCIAL COUNSELORS PROVIDE A COPY OF THE FINANCIAL ASSISTANCE APPLICATION AND POLICY. THE COUNSELORS ALSO DISCUSS WITH THE PATIENT THE AVAILABILITY OF VARIOUS GOVERNMENT BENEFITS, SUCH AS MEDICAID OR STATE PROGRAMS, AND ASSISTS THE PATIENT WITH QUALIFICATION FOR SUCH PROGRAMS, WHERE APPLICABLE. PART VI, LINE 4: GEOGRAPHIC AREA:THE SOUTH COAST REGION IS COMPOSED OF 13 COMMUNITIES IN THE SOUTHEASTERN PORTION OF MASSACHUSETTS. THIS REGIONAL DEFINITION COINCIDES WITH COMMUNITY HEALTH NETWORK AREA 25, PARTNERS FOR A HEALTHIER COMMUNITY, AND COMMUNITY HEALTH NETWORK AREA 26, GREATER NEW BEDFORD ALLIES FOR HEALTH AND WELLNESS. FALL RIVER AND NEW BEDFORD ARE TWO OF THE STATE'S GATEWAY CITIES, DEFINED AS MIDSIZE URBAN CENTERS THAT ANCHOR REGIONAL ECONOMIES. THESE CITIES ARE PRIMARILY FORMER INDUSTRIAL CENTERS THAT WERE THE TRADITIONAL GATEWAYS FOR IMMIGRANTS. AS HAS BEEN THE CASE ACROSS MOST OF THE STATE'S GATEWAY CITIES, FALL RIVER, NEW BEDFORD, AND MANY SUBURBAN AREAS IN THE SOUTH COAST REGION FOR THAT MATTER, HAVE NOT EXPERIENCED THE BENEFITS FROM THE BOSTON METRO AREA'S KNOWLEDGE ECONOMY, WITH MANY OF THE REGION'S SERVICE-RELATED JOBS REQUIRING RELATIVELY LOW LEVELS OF FORMAL TRAINING OR EDUCATION AND PAYING COMPARATIVELY LOW WAGES. ACCORDINGLY, FALL RIVER AND NEW BEDFORD, AND SOME OF THE REGION'S SUBURBAN COMMUNITIES, FALL BELOW REGIONAL COUNTERPARTS AND STATE AVERAGES ON MOST SOCIOECONOMIC METRICS. DEMOGRAPHY:THE SOUTH COAST'S POPULATION WAS 357,212 IN 2020, OR 5.1% OF THE STATE'S TOTAL POPULATION. FALL RIVER AND NEW BEDFORD ACCOUNT FOR 54.6% OF THE REGION'S TOTAL. THE REGION'S POPULATION INCREASED BY 4.9% FROM 2010 TO 2020 AND BY 16.1% SINCE 1970, BOTH OF WHICH LAG BEHIND THE STATEWIDE POPULATION GROWTH RATES FOR THESE PERIODS (7.4% AND 23.6% RESPECTIVELY). POPULATION GROWTH AND RESIDENTIAL DEVELOPMENT OVER THE PAST FIVE DECADES HAVE BEEN UNEVEN WITHIN THE REGION, WITH MUCH OF THE GROWTH FROM 1970 TO 2010 DRIVEN BY POPULATION INCREASES IN THE REGION'S SUBURBS. THE POPULATION IN THE CITIES OF FALL RIVER AND NEW BEDFORD DECLINED BY 14,746 RESIDENTS FROM 1970 TO 2010, WHILE THE REGION'S SUBURBAN TOWNS GREW BY 47,730 RESIDENTS OVER THIS PERIOD. HOWEVER, THIS TREND HAS REVERSED IN THE LAST DECADE, WITH THE REGION'S CITIES EXPERIENCING A POPULATION INCREASE OF 11,150 RESIDENTS FROM 2010 TO 2020, COMPARED WITH AN INCREASE OF JUST 5,487 RESIDENTS IN THE SUBURBS. PERHAPS THE MOST SIGNIFICANT DEMOGRAPHIC TREND IN THE REGION IS ITS CHANGING RACIAL MAKEUP. THIS IS PARTICULARLY TRUE IN THE CITY OF NEW BEDFORD, WHERE NEARLY A QUARTER OF RESIDENTS (24.3%) IDENTIFY AS HISPANIC, ALMOST DOUBLE THE STATEWIDE PERCENTAGE (12.6%). IN ADDITION, STUDENT POPULATIONS IN FALL RIVER AND NEW BEDFORD ARE MORE DIVERSE THAN THE POPULATION AS A WHOLE. ONLY 46.2% OF STUDENTS IN THE FALL RIVER PUBLIC SCHOOLS IDENTIFY AS WHITE (COMPARED TO 73.4% OF ALL RESIDENTS) AND ONLY 37.5% OF STUDENTS IN THE NEW BEDFORD STUDENTS IDENTIFY AS WHITE (COMPARED TO 60.8% IN THE CITY AS A WHOLE). THE HIGHER SHARE OF MINORITIES IN THE SCHOOL SYSTEM COMPARED TO THE COMMUNITY IS, IN PART, A PRODUCT OF THE NATIONAL TREND OF MINORITY BIRTHS EXCEEDING WHITE BIRTHS. AS THIS TREND CONTINUES, THE STUDENT POPULATION IN THE REGION WILL GROW MORE DIVERSE. THE SOUTH COAST HAS LONG BEEN AN ATTRACTIVE PLACE TO SETTLE FOR IMMIGRANTS, AND AS GATEWAY CITIES, FALL RIVER AND NEW BEDFORD HAVE BEEN TRADITIONAL DESTINATIONS FOR NEW ARRIVALS TO AMERICA SINCE THE LATE 18TH CENTURY. MORE THAN TWENTY-ONE PERCENT (21.3%) OF FALL RIVER RESIDENTS AND NINETEEN PERCENT (19.0%) OF NEW BEDFORD RESIDENTS WERE BORN OUTSIDE THE U.S. WHILE PORTUGUESE IMMIGRANTS COMPRISED THE MAJORITY OF THE REGION'S FOREIGN-BORN RESIDENTS IN THE LAST HALF OF THE 20TH CENTURY, EMIGRATION FROM EUROPE TO THE U.S. HAS SLOWED, AND NOW IMMIGRANTS FROM LATIN AMERICA, SOUTH AMERICA, AFRICA, AND ASIA ACCOUNT FOR INCREASING SHARES OF THE POPULATIONS IN THE REGION. THERE ARE HEALTH CARE IMPLICATIONS INHERENT IN BEING A HUB FOR IMMIGRANTS, INCLUDING LANGUAGE BARRIERS, LACK OF INSURANCE, LOW HEALTH LITERACY, AND OTHER HEALTH ACCESS ISSUES. THE AGE COHORTS IN THE SOUTH COAST GENERALLY REFLECT THEIR COUNTERPARTS AT THE STATE LEVEL. HOWEVER, THE REGION HAS A SLIGHTLY HIGHER SHARE OF RESIDENTS 65+ YEARS OLD, WHICH IS MORE PRONOUNCED IN THE REGION'S TOWNS. FALL RIVER AND NEW BEDFORD HAVE LARGER SHARES OF THE POPULATION UNDER THE AGE OF 35 WHEN COMPARED TO THEIR METRO AREAS AND THE SOUTH COAST OVERALL. POVERTY IS A MAJOR SOCIAL DETERMINANT OF HEALTH. THOSE IN POVERTY OFTEN HAVE LESS OPPORTUNITY AND LESS ACCESS TO RESOURCES THAT CAN ASSIST IN IMPROVING AND MAINTAINING ONE'S HEALTH. RESOURCES THAT CONTRIBUTE TO EDUCATIONAL ATTAINMENT, EMPLOYMENT, HOUSING STATUS, HEALTH CARE OPPORTUNITIES, AND SOCIAL ACTIVITIES ARE LESS ACCESSIBLE TO THOSE LIVING IN POVERTY. OVER TWELVE PERCENT (12.6%) OF THE REGION'S POPULATION AND 9.8% OF ITS FAMILIES ARE BELOW THE POVERTY LEVEL. THIS COMPARES TO 9.8% AND 6.6% STATEWIDE, RESPECTIVELY. THE POVERTY RATES IN FALL RIVER AND NEW BEDFORD ARE NEARLY DOUBLE THE STATE AVERAGE. STUDENTS ARE OFTEN THE SOCIOECONOMIC BELLWETHER OF A COMMUNITY. MORE THAN 62.2% OF THE REGION'S PUBLIC-SCHOOL STUDENTS ARE CLASSIFIED AS ECONOMICALLY DISADVANTAGED BY THE DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION (DESE). MUCH LIKE OTHER POVERTY MEASURES, THE SHARE OF PUBLIC-SCHOOL STUDENTS ECONOMICALLY DISADVANTAGED IN FALL RIVER AND NEW BEDFORD IS ABOUT TWICE THE STATE AVERAGE. EDUCATION:AS A REGION, THE SOUTH COAST HAS LONG STRUGGLED WITH LOW LEVELS OF EDUCATIONAL ATTAINMENT. MA HAS THE SECOND MOST HIGHLY EDUCATED POPULATION IN THE COUNTRY AND ONE OF THE MOST WELL-EDUCATED POPULATIONS IN THE WORLD. IN CONTRAST, FALL RIVER AND NEW BEDFORD HAVE SOME OF THE LOWEST LEVELS OF EDUCATIONAL ATTAINMENT LEVELS OF ANY CITIES IN MASSACHUSETTS. HIGH SCHOOL GRADUATION RATES IN FALL RIVER AND NEW BEDFORD ARE ALSO WELL BELOW THE STATE AVERAGE, WHILE RATES FOR MOST OF THE OTHER HIGH SCHOOLS IN THE REGION ARE ABOVE THE STATE AVERAGE. NOT SURPRISINGLY, A LOWER PERCENTAGE OF STUDENTS IN THESE COMMUNITIES PLAN TO ATTEND COLLEGE: ONLY 54% OF STUDENTS IN FALL RIVER AND 51% OF STUDENTS IN NEW BEDFORD PLAN TO MOVE ON TO COLLEGE. IN BOTH CITIES, THE MAJORITY OF THEPOPULATION 25 YEARS OF AGE OR OLDER HAS NEVER ATTENDED A COLLEGE OR UNIVERSITY. HOUSING:HOUSING AFFORDABILITY IS A SOCIAL DETERMINANT OF HEALTH. A LACK OF AFFORDABLE HOUSING CONTRIBUTES TO HOUSING INSTABILITY AND HOMELESSNESS, BOTH OF WHICH ARE STRONG PREDICTORS OF POOR HEALTH OUTCOMES. THE HOUSING ISSUE IN THE SOUTH COAST IS PRIMARILY TWOFOLD: THE FOCUS IN THE REGION'S CITIES IS PRIMARILY ON RISING RENTS AND THE IMPLICATIONS ON THE WORKING POOR AND PEOPLE ON FIXED INCOMES. THIS DYNAMIC RESULTS IN MANY HOUSEHOLDS PAYING HOUSING COSTS THAT ARE ABOVE THEIR MEANS, WHICH IN TURN LEAVES LESS HOUSEHOLD INCOME AVAILABLE FOR HEALTH CARE AND BASIC NEEDS. DURING THE 2016-2020 PERIOD, 46.5% OF RENTERS AND 30.5% OF HOMEOWNERS IN THE SOUTH COAST WERE HOUSING COST BURDENED. HOUSING INSECURITY DISPROPORTIONATELY AFFECTS LOW-INCOME HOUSEHOLDS, PEOPLE OF COLOR, AND SENIORS. THIS TREND IS EVIDENT IN FALL RIVER AND NEW BEDFORD WHERE WHITE HOUSEHOLDS ARE LESS LIKELY TO BE BURDENED BY HOUSING COSTS THAN THEIR NEIGHBORS. HEALTH & WELLNESS:THE REGION'S HEALTH IS AFFECTED BY THE PHYSICAL CONDITIONS OF THE SOUTH COAST. A PERSON'S PHYSICAL ENVIRONMENT CAN PROFOUNDLY AFFECT HEALTH OUTCOMES. ENVIRONMENTAL FACTORS THAT AFFECT HEALTH OUTCOMES INCLUDE, BUT ARE NOT LIMITED TO, ACCESS TO HEALTHY FOOD, AIR QUALITY, WATER QUALITY,AND ENVIRONMENTAL CONTAMINATION. IN PARTICULAR, EXPOSURE TO CONTAMINANTS THROUGH PATHWAYS FROM THE AIR, WATER, SOIL, AND FOOD CAN LEAD TO EXTREME HEALTH ISSUES. UNHEALTHY BEHAVIORS LEAD TO POOR HEALTH OUTCOMES. TOBACCO USE, PHYSICAL INACTIVITY, AND POOR NUTRITION CONTRIBUTES TO PREVENTABLE CHRONIC DISEASES SUCH AS DIABETES, CANCER, HEART DISEASE, AND LUNG DISEASE. WHILE SOME CHRONIC CONDITIONS ARE A RESULT OF BEHAVIOR OR GENETICS, SOCIAL AND ENVIRONMENTAL FACTORS CAN ALSO ELEVATE THE RISK OF CONTRACTING CHRONIC DISEASE: SMOKING PREVALENCE IN FALL RIVER REMAINS STUBBORNLY HIGH; 23.2% IN FALL RIVER AND 22.4% IN NEW BEDFORD, COMPARED TO 12.0% IN MASSACHUSETTS AND 16.0% FOR THE COUNTRY AS A WHOLE. IN NEARLY EACH DISEASE PREVALENCE, THE CITIES OF FALL RIVER AND NEW BEDFORD ARE HIGHER IN COMPARISON TO THE STATE AND NATIONAL AVERAGES. MOST NOTABLY, THE PERCENTAGE OF FALL RIVER RESIDENTS WHO REPORT CHRONIC OBSTRUCTIVE PULMONARY DISEASE (9.7%) IS NEARLY DOUBLE THAT OF THE STATE (4.9%). WHILE SUBSTANCE USE DISORDER CONTINUES TO RANK AS ONE OF THE TOP HEALTH PRIORITIES, STAKEHOLDERS CAUTION THAT ALCOHOL ABUSE IS ALSO A SIGNIFICANT ISSUE; 69% OF HSSP SURVEY RESPONDENTS RATE ALCOHOL USE DISORDER AS AN "EXTREMELY CONCERNING" ISSUE. BRISTOL COUNTY, WHICH INCLUDES FALL RIVER AND NEW BEDFORD, HAS ONE OF THE HIGHEST PERCENTAGES OF FOOD INSECURITY AMONG THE STATE'S 14 COUNTIES; AN ESTIMATED 11.0% OF RESIDENTS WERE FOOD INSECURE IN 2020. IN THE SOUTH COAST, 84,968 RESIDENTS RECEIVED SNAP BENEFITS IN JULY 2022, WHICH IS AN INCREASE OF 26.2% (17,631 RECIPIENTS) FROM FEB 2020 (PRE-PANDEMIC). SNAP RECIPIENTS INCREASED BY 9.5% IN TWO MONTHS BEFORE PANDEMIC IN FEB '20 TO APRIL '20 WHEN COVID19 RELATED RESTRICTIONS WERE IN PLACE. PART VI, LINE 5: THE OPERATING AGREEMENT OF SBH STATES: IT IS THE INTENTION OF THE PARTIES HERETO THAT THE COMPANY THROUGH THE BEHAVIORAL BUSINESS FURTHERS THE CHARITABLE AND COMMUNITY-BASED HEALTH CARE PURPOSES OF THE SOUTHCOAST MEMBER AND SOUTHCOAST BY PROMOTING HEALTH FOR A BROAD CROSS-SECTION OF THE COMMUNITY. IN FURTHERANCE OF THESE PURPOSES, THE SOUTHCOAST MEMBER MAY FROM TIME TO TIME FORMULATE AND IMPLEMENT (AND/OR DIRECTLY ASSIST THE OPERATIONS MANAGER AND/OR ANY AND ALL MANAGERS AND OFFICERS OF THE COMPANY IN THE IMPLEMENTATION OF), POLICIES AND PROCEDURES FOR OPERATION OF THE BEHAVIORAL BUSINESS AND THE COMPANY SHALL ADOPT AND IMPLEMENT SUCH POLICIES AND PROCEDURES ESTABLISHED BY THE SOUTHCOAST MEMBER TO PROMOTE THE PUBLIC HEALTH NEEDS OF THE COMMUNITY, INCLUDING POLICIES AND PROCEDURES REGARDING ADMISSION TO THE HOSPITAL, FINANCIAL ASSISTANCE ELIGIBILITY CRITERIA, INDIGENT AND CHARITY CARE RENDERED THROUGH THE BEHAVIORAL BUSINESS, PERFORMANCE OF COMMUNITY HEALTH NEEDS ASSESSMENTS, COMMUNITY EDUCATION ACTIVITIES AND OTHER COMMUNITY HEALTH CARE PROGRAMS MADE ACCESSIBLE THROUGH THE HOSPITAL TO THE PUBLIC. IN ADDITION TO THE JOINT VENTURE WITH SBH, SHS PROMOTES THE HEALTH OF THE COMMUNITY IN OTHER WAYS, SUCH AS: (1) THE MAJORITY OF THE SHS BOARD ARE INDEPENDENT MEMBERS WHO RESIDE IN THE SOUTHCOAST REGION. (2) MANY QUALIFIED PHYSICIANS WITHIN THE COMMUNITY HAVE APPLIED FOR AND BEEN GRANTED MEDICAL STAFF PRIVILEGES IN THE SOUTHCOAST HEALTH SYSTEM, INCLUDING CHARLTON MEMORIAL HOSPITAL (FALL RIVER, MA), SAINT LUKE'S HOSPITAL (NEW BEDFORD, MA) AND TOBEY HOSPITAL (WAREHAM, MA), AND (3) SURPLUS FUNDS ARE PUT BACK INTO THE SYSTEM TO IMPROVE MEDICAL FACILITIES, PURCHASE NEW EQUIPMENT, MAKE IMPROVEMENTS TO PATIENT CARE, PROVIDE TRAINING AND EDUCATION TO STAFF, PERFORM NECESSARY RESEARCH, ETC. PART VI, LINE 6: AFFILIATE SHG FILES AN ANNUAL REPORT WITH THE OFFICE OF THE MASSACHUSETTS ATTORNEY GENERAL. THE SOUTHCOAST HEALTH COMMUNITY BENEFITS PROGRAM THAT OPERATES UNDER AFFILIATE SOUTHCOAST HOSPITALS GROUP, INC. (SHG) WORKS WITH SOUTHCOAST AFFILIATES INCLUDING, SOUTHCOAST BEHAVIORAL HEALTH, SOUTHCOAST VISITING NURSES ASSOCIATION (VNA), SOUTHCOAST PHYSICIANS GROUP (SPG), AND SOUTHCOAST HEALTH NETWORK (SHN), TO COORDINATE ALL COMMUNITY BENEFIT ACTIVITIES DESIGNED TO ADDRESS PRESSING HEALTH ISSUES IN OUR REGION AND IMPROVE ACCESS TO HEALTH CARE. THE MANAGER OF COMMUNITY HEALTH & WELLNESS, WHO REPORTS TO THE EXECUTIVE DIRECTOR OF OPERATIONS FOR SOUTHCOAST HEALTH NETWORK, MANAGES THE DAY-TO-DAY COMMUNITY BENEFIT ACTIVITIES. UPDATES AND PRESENTATIONS ON COMMUNITY BENEFIT ACTIVITIES TO SOUTHCOAST LEADERSHIP AT BOARD, VICE PRESIDENT, DIRECTOR, AND MANAGER LEVEL MEETINGS ARE GIVEN ON A REGULAR BASIS. MESSAGING OF THESE ACTIVITIES ARE DELIVERED TO ALL EMPLOYEES THROUGH A WEEKLY INTERNAL E-NEWSLETTER, AND MONTHLY SAFETY HUDDLES, DIVERSITY EQUITY AND INCLUSION COUNCIL MEETINGS, THE TAKING CARE OF YOU COMMITTEE MEETINGS AND PRACTICE MANAGER MEETINGS. PART VI, LINE 7, LIST OF STATES RECEIVING COMMUNITY BENEFIT REPORT: AFFILIATE SHG FILES ANNUAL REPORT WITH THE OFFICE OF THE MASSACHUSETTS ATTORNEY GENERAL. 1 1 0 0 0 0 0 0 0 KEITH HOVAN FORMER EX-OFFICIO AND PRESIDENT & CE 0 0 0 0 0 1615731 0 0 0 0 0 1615731 0 0 RAYFORD KRUGER MD PRES & CEO, EX-OFFICIO (TO 1/24) 0 1291999 0 0 0 9000 0 291000 0 19295 0 1611294 0 0 RENEE CLARK ASST. CLERK/ EVP & COO 0 740190 0 242200 0 138795 0 168243 0 23150 0 1312578 0 120300 WADE BROUGHMAN TREASUER/ EVP FIN & CFO 0 743502 0 242200 0 169412 0 19800 0 19295 0 1194209 0 0 JEFFREY LAWRENCE MD SVP, CTIO, PIC (TO 4/24) 0 613187 0 143800 0 29372 0 109519 0 22523 0 918401 0 0 ILANA FEINERMAN MD TRUSTEE 0 610299 0 70000 0 908 0 19800 0 22523 0 723530 0 0 DAVID MCCREADY EX-OFFICIO, PRES & CEO (FROM 1/24) 0 296244 0 0 0 21245 0 45370 0 5913 0 368772 0 0 CHRISTINE M CERNAK ED-INTEGRATED CARE MANAGEMENT 0 248760 0 7776 0 523 0 4055 0 18574 0 279688 0 0 LAUREN MELBY VP POPULATION HEALTH 0 198083 0 6440 0 523 0 3117 0 22537 0 230700 0 0 KENNETH EUGENIO M-OPERATIONS-SHN 0 172684 0 1933 0 1100 0 11028 0 23110 0 209855 0 0 DANIELLE A MEDINA ED-CONTRACTING 0 169972 0 9275 0 885 0 0 0 22161 0 202293 0 0 DAWN DAVIDIAN TL-RN-CARE NAVIGATION 0 150406 0 217 0 6851 0 10244 0 8100 0 175818 0 0 LINDA CLARK PHARMACIST-CLINICAL SPEC-AMB C 0 151816 0 217 0 5620 0 9437 0 515 0 167605 0 0 PART I, LINE 1A SHS DOES NOT EMPLOY ANY INDIVIDUALS. OFFICERS AND TRUSTEES OF SHS RECEIVE NO COMPENSATION FOR THEIR ROLES IN THESE CAPACITIES. OFFICERS AND TRUSTEES (CURRENT OR FORMER) WITH REPORTABLE COMPENSATION ARE COMPENSATED BY A NON-PROFIT SUBSIDIARY ORGANIZATION'S PAYROLL FOR SERVICES RENDERED AS EMPLOYEES OF THE SUBSIDIARY. PART I, LINE 3 SOUTHCOAST HOSPITAL GROUP (SHG), A RELATED ORGANIZATION CHECKED THE FOLLOWING BOXES WHICH WERE USED BY SHG TO ESTABLISH COMPENSATION OF THE PRESIDENT: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINES 4A-B LINE 4A: A SEVERANCE PAYMENT IN THE AMOUNT OF $1,615,731 (NET OF WITHHOLDING) WAS MADE DURING THE REPORTING PERIOD TO KEITH HOVAN THAT WAS PAID FROM SOUTHCOAST HOSPITAL GROUP, INC., A RELATED ORGANIZATION. 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 TERMINATIONS OF EMPLOYMENT DO FULLY VESTED PARTICIPANTS RECEIVE DISTRIBUTIONS FROM THE PLAN. CONTRIBUTIONS VEST THE EARLIER OF: JULY 1 OF THE 3RD CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE CONTRIBUTION CREDIT IS MADE; UPON REACHING AGE 62; DEATH; DISABILITY; OR INVOLUNTARY SEPARATION. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES THE VESTED PORTION OF CONTRIBUTIONS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO THE RISK OF FORFEITURE. RENEE CLARK - $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 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE MISSION OF SOUTHCOAST HEALTH SYSTEM, INC. (SHS) IS TO CARE FOR AND IMPROVE THE HEALTH AND PROMOTE THE WELLNESS OF THE INDIVIDUALS AND COMMUNITIES SERVED BY OPERATING EXCLUSIVELY FOR THE BENEFIT OF SOUTHCOAST HOSPITALS GROUP, INC. (SHG), A SAFETY NET PROVIDER OF HOSPITAL SERVICES, AND ITS AFFILIATED ORGANIZATIONS THROUGH THE DEVELOPMENT OF A COMMUNITY OWNED SYSTEM WITH MULTIPLE ACCESS POINTS OFFERING AN INTEGRATED CONTINUUM OF HEALTH CARE SERVICES. FORM 990, PART VI, SECTION A, LINE 2 CARMEN SYLVESTER; CHRISTOPHER HODGSON; JAMES JEROME COOGAN; DENNIS FUSCO; DONALD GIUMETTI; ELIZABETH HUIDEKOPER; HELENA DASILVA HUGHES; ILANA FEINERMAN, MD; JAY SCHACHNE, MD; JOHNATHAN ROUNDS; LOUIS CABRAL; W. HUGH M. MORTON; AND JASON RUA HAD BUSINESS RELATIONSHIPS WITH DAVID MCCREADY; JOHN MUNGOVAN, MD; RAYFORD KRUGER, MD; ROBERT RONAN, MD; SALMAN BASHIR, MD; RENEE CLARK; AND WADE BROUGHMAN; WHO WERE EMPLOYED BY SOUTHCOAST HOSPITALS GROUP, INC. CARMEN SYLVESTER; CHRISTOPHER HODGSON; DAVID MCCREADY; DENNIS FUSCO; DONALD GIUMETTI; ELIZABETH HUIDEKOPER; LOUIS CABRAL; RAYFORD KRUGER, MD; JASON RUA; AND SALMAN BASHIR, MD HAD A BUSINESS RELATIONSHIP WITH ILANA FEINERMAN, MD AND JEFFREY LAWRENCE, WHO WERE EMPLOYED BY SOUTHCOAST PHYSICIANS GROUP, INC. DAVID MCCREADY; JOHN MUNGOVAN, MD; RAYFORD KRUGER, MD; ROBERT RONAN, MD; SALMAN BASHIR, MD; RENEE CLARK; AND WADE BROUGHMAN ALSO HAD A BUSINESS RELATIONSHIP WITH EACH OTHER. ADDITIONALLY, ILANA FEINERMAN, MD HAD A BUSINESS RELATIONSHIP WITH JEFFREY LAWRENCE, MD. FORM 990, 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. 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 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 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 THE BOARD OR ANY 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. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION REVIEW PROCESS IS PERFORMED BY A RELATED ORGANIZATION, AS SOUTHCOAST HEALTH SYSTEM DOES NOT HAVE ANY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 SHS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1 TRUSTEES AND OFFICERS ARE COMPENSATED FOR THEIR ROLES OUTSIDE OF THEIR CAPACITY AS TRUSTEES AND OFFICERS. FORM 990, PART XI, LINE 9: TRANSFERS AMONG AFFILIATES -9,345,462. PART XII, LINE 2A AND 2B: FINANCIAL RESULTS FOR SHS ARE INCLUDED IN THE SOUTHCOAST HEALTH SYSTEM, INC. AND AFFILIATES AUDITED FINANCIAL STATEMENTS AS OF AND FOR THE YEARS SEPTEMBER 30, 2023 AND 2024 WHICH WERE ISSUED WITH AN INDEPENDENT AUDITORS REPORT WITH AN UNQUALIFIED OPINION. INCLUDED IN THESE AUDITED FINANCIAL STATEMENTS IS SUPPLEMENTAL CONSOLIDATED INFORMATION AS OF AND FOR THE YEAR ENDED SEPTEMBER 30, 2024. NO STAND ALONE AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR SHS FOR THE YEAR ENDED SEPTEMBER 30, 2024. 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