SOUTHCOAST VISITING NURSE ASSOCIATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHCOAST VISITING NURSE ASSOCIATION INC (EIN 04-2105745)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-05
- IRS object ID
- 201312179349300816
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-08-05T12:19:29-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263753134 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ TOFIAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 EXCHANGE TERRACE | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042105745 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHCOAST VISITING NURSE ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 5089733213 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MILL ROAD NO 120 | AddressLine1 |
| City | FAIRHAVEN | City |
| State | MA | State |
| ZIP Code | 02719 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHARON JONES | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 5089733213 | Phone |
| Date Signed | 2013-08-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN T WILMOT | Name |
| PTIN | P00095129 | PTIN |
| Phone | 4016263200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SHARON JONES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MILL ROAD NO 120 | AddressLine1 |
| City | FAIRHAVEN | City |
| State | MA | State |
| ZIP Code | 02719 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 33119983 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.VNASM.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1941 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | THE SOUTHCOAST VISITING NURSE ASSOCIATION, INC. 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 435 | TotalNbrEmployees |
| Total Nbr Volunteers | 125 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 399630 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 388227 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18376874 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 27010096 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 220012 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1373715 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18996516 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28772038 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14884873 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21505110 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6608 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5476789 | OtherExpensePriorYear |
| Other Expenses Current Year | 7362627 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20361662 | TotalExpensesPriorYear |
| Total Expenses Current Year | 28867737 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1365146 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -95699 | RevenuesLessExpensesCY |
| Total Assets BOY | 14949116 | TotalAssetsBOY |
| Total Assets EOY | 15926783 | TotalAssetsEOY |
| Total Liabilities BOY | 6185564 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8016902 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8763552 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7909881 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE SOUTHCOAST VISITING NURSE ASSOCIATION, INC. 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 24356427 | Expense |
| Revenue | 27010096 | Revenue |
| Description | HEALTH CARE - PROVIDES ACUTE HEALTH CARE TO PATIENTS AT HOME, SUPPORTIVE CARE TO THE TERMINALLY ILL, AND GROUP SUPERVISION, ACTIVITIES, AND MEALS FOR PHYSICALLY AND/OR MENTALLY IMPAIRED ADULTS. | Description |
| Total Program Service Expense | 24356427 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 37 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 435 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEAN SMITH WHITE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5089733213 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MILL ROAD SUITE 120 | AddressLine1 |
| City | FAIRHAVEN | City |
| State | MA | State |
| ZIP Code | 02719 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| GARY F CONNER | ||||||||
| TREASURER (STARTED 9/17/12) | 40.00 | X | X | 0 | 0 | 0 | ||
| CYNTHIA C BURKE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DONALD J EMOND | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LINDA BODENMANN | ||||||||
| ASSISTANT CLERK | 40.00 | X | X | 0 | 624370 | 179370 | ||
| RUTH E HURLEY | ||||||||
| CLERK | 1.00 | X | X | 0 | 0 | 0 | ||
| REVEREND DONALD S MIER | ||||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| EVERETT MOORE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM K RILEY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RONALD A SCHWARTZ MD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 296974 | 29454 | |||
| SHARON JONES | ||||||||
| PRESIDENT & CEO | 40.00 | X | X | 0 | 221937 | 13901 | ||
| KEITH HOVAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 1038235 | 424247 | |||
| LISA LUNDY-KUSINITZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JEANNE M LEFFERS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARIA CARVALHO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JEAN SMITH WHITE | ||||||||
| CFO | 40.00 | X | 0 | 0 | 0 | |||
| WILLIAM GRIGG | ||||||||
| TREASURER | 1.00 | X | 0 | 582452 | 105088 | |||
| JOHN TAYLOR | ||||||||
| CFO | 40.00 | X | 88056 | 65733 | 0 | |||
| BRETT HAWORTH | ||||||||
| PT | 40.00 | 102785 | 0 | 6195 | X | |||
| JOHN DAY | ||||||||
| FORMER OFFICER | 40.00 | 0 | 773852 | 183287 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 190841 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3603553 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 941542 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CORE MEDICAL GROUP | |||||
| 2 KEEWAYDIN DRIVE | SALEM | NH | 03079 | CONTRACT STAFFING | 510271 |
| MAS MEDICAL STAFFING | |||||
| 500 HARVEY ROAD SUITE 304 | MANCHESTER | NH | 03103 | CONTRACT STAFFING | 222878 |
| THERAPY CONSULTING LLC | |||||
| 130 CHAPEL STREET | LINCOLN | RI | 02865 | CONTRACT STAFFING | 157258 |
| MANAGEMENT RESOURCE SOLUTIONS INC | |||||
| 299 WEST HILLCREST DR 200 | THOUSAND OAKS | CA | 91360 | PERSONNEL PLACEMENT CONSULTANTS | 120370 |
| FAVORITE HEATHCARE STAFFING | |||||
| PO BOX 803356 | KANSAS CITY | MO | 64180 | CONTRACT STAFFING | 116163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Federated Campaigns | 23702 | FederatedCampaigns |
| Government Grants | 14260 | GovernmentGrants |
| All Other Contributions | 350265 | AllOtherContributions |
| Total Contributions | 388227 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | HOME HEALTH CARE | Description |
| Business Code | 621610 | BusinessCode |
| Total Revenue Column | 27010096 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27010096 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 27010096 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 54984 | TotalRevenueColumn |
| Exclusion | $54,984 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5666676 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4347945 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1318731 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1318731 | TotalRevenueColumn |
| Exclusion | $1,318,731 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28772038 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27010096 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,373,715 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 312084 | Total |
| Management And General | 312084 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17414494 | Total |
| Program Services | 15427161 | ProgramServices |
| Management And General | 1987333 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 516017 | Total |
| Program Services | 390835 | ProgramServices |
| Management And General | 125182 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1958558 | Total |
| Program Services | 1483427 | ProgramServices |
| Management And General | 475131 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1303957 | Total |
| Program Services | 987627 | ProgramServices |
| Management And General | 316330 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8690 | Total |
| Management And General | 8690 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65300 | Total |
| Management And General | 65300 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 458783 | Total |
| Program Services | 347486 | ProgramServices |
| Management And General | 111297 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27159 | Total |
| Program Services | 20570 | ProgramServices |
| Management And General | 6589 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88838 | Total |
| Program Services | 67287 | ProgramServices |
| Management And General | 21551 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191118 | Total |
| Program Services | 144754 | ProgramServices |
| Management And General | 46364 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 556216 | Total |
| Program Services | 421282 | ProgramServices |
| Management And General | 134934 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 631863 | Total |
| Program Services | 611170 | ProgramServices |
| Management And General | 20693 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42351 | Total |
| Program Services | 32077 | ProgramServices |
| Management And General | 10274 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 625514 | Total |
| Program Services | 473769 | ProgramServices |
| Management And General | 151745 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156707 | Total |
| Program Services | 118691 | ProgramServices |
| Management And General | 38016 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| HOSPICE PROGRAM EXPENSE | 777445 | 777445 | |
| PERSONNEL/SERVICE EXPEN | 629974 | 477147 | 152827 |
| REHAB EXPENSES | 527054 | 527054 | |
| BAD DEBTS | 423999 | 423999 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2151616 | Total |
| Program Services | 1624646 | ProgramServices |
| Management And General | 520362 | ManagementAndGeneral |
| Fundraising | 6608 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28867737 | Total |
| Program Services | 24356427 | ProgramServices |
| Management And General | 4504702 | ManagementAndGeneral |
| Fundraising | 6608 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 563616 | BOY |
| EOY | 1392156 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5923532 | BOY |
| EOY | 7277209 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11068 | BOY |
| EOY | 105571 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3756895 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2080354 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2103750 | BOY |
| EOY | 1676541 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4581907 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1765243 | BOY |
| EOY | 5475306 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14949116 | BOY |
| EOY | 15926783 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1685362 | BOY |
| EOY | 1978494 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1046538 | BOY |
| EOY | 1101691 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3453664 | BOY |
| EOY | 4936717 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6185564 | BOY |
| EOY | 8016902 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7133502 | BOY |
| EOY | 6072078 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61063 | BOY |
| EOY | 106310 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1568987 | BOY |
| EOY | 1731493 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8763552 | BOY |
| EOY | 7909881 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14949116 | BOY |
| EOY | 15926783 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -95699 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -757972 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 522783 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 435323 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 243481 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 399630 | CurrentTaxYearMinus1Year |
| Current Tax Year | 388227 | CurrentTaxYear |
| Total | 1989444 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15912680 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17580419 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16154824 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18376874 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27010096 | CurrentTaxYear |
| Total | 95034893 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16435463 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18015742 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16398305 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18776504 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27398323 | CurrentTaxYear |
| Total | 97024337 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 97024337 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 440007 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 128946 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 98141 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 111732 | CurrentTaxYearMinus1Year |
| Current Tax Year | 54984 | CurrentTaxYear |
| Total | 833810 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 440007 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 128946 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 98141 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 111732 | CurrentTaxYearMinus1Year |
| Current Tax Year | 54984 | CurrentTaxYear |
| Total | 833810 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16875470 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18144688 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16496446 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18888236 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27453307 | CurrentTaxYear |
| Total | 97858147 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99150 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98760 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00850 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01240 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 571058 | BeginningOfYearBalance |
| Contributions | 1058992 | Contributions |
| Investment Earnings Or Losses | 224707 | InvestmentEarningsOrLosses |
| Administrative Expenses | 29366 | AdministrativeExpenses |
| End Of Year Balance | 1825391 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 605177 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -4614 | InvestmentEarningsOrLosses |
| Administrative Expenses | 29505 | AdministrativeExpenses |
| End Of Year Balance | 571058 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 585710 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 50919 | InvestmentEarningsOrLosses |
| Administrative Expenses | 31452 | AdministrativeExpenses |
| End Of Year Balance | 605177 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 579419 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 35262 | InvestmentEarningsOrLosses |
| Administrative Expenses | 28971 | AdministrativeExpenses |
| End Of Year Balance | 585710 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.94860 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05140 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1049471 | OtherCostOrOtherBasis |
| Depreciation | 309736 | Depreciation |
| Book Value | 739735 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2502782 | OtherCostOrOtherBasis |
| Depreciation | 1740255 | Depreciation |
| Book Value | 762527 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 204642 | OtherCostOrOtherBasis |
| Depreciation | 30363 | Depreciation |
| Book Value | 174279 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1676541 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ASSETS LIMITED AS TO USE | 12413 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | 1221498 |
| DUE FROM AFFILIATES | 4241395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 5475306 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATES | Description |
| Amount | $4,936,717 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4936717 | TotalOfAmounts |
| Total Revenue | 28772038 | TotalRevenue |
| Total Expenses | 28867737 | TotalExpenses |
| Excess Or Deficit For Year | -95699 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -757972 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -757972 | TotalAdjustments |
| Excess Or Deficit Per FS | -853671 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 28014066 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -757972 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -757972 | RevenueNotRptdF990 |
| Revenue Subtotal | 28772038 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 28772038 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 28867737 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 28867737 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 28867737 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | VNA ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. VNA HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS A TAX POSITION; HOWEVER, VNA HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE VNA IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. ITS FEDERAL INFORMATIONAL RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LINDA BODENMANN | |||||||||||||
| 0 | 443787 | 0 | 84778 | 0 | 95805 | 0 | 165469 | 0 | 13901 | 0 | 803740 | 0 | 0 |
| RONALD A SCHWARTZ MD | |||||||||||||
| 0 | 296974 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 29454 | 0 | 326428 | 0 | 0 |
| SHARON JONES | |||||||||||||
| 0 | 195256 | 0 | 26681 | 0 | 0 | 0 | 0 | 0 | 13901 | 0 | 235838 | 0 | 0 |
| KEITH HOVAN | |||||||||||||
| 0 | 756500 | 0 | 213469 | 0 | 68266 | 0 | 407073 | 0 | 17174 | 0 | 1462482 | 0 | 0 |
| WILLIAM GRIGG | |||||||||||||
| 0 | 419260 | 0 | 77166 | 0 | 86026 | 0 | 87914 | 0 | 17174 | 0 | 687540 | 0 | 0 |
| JOHN TAYLOR | |||||||||||||
| 88056 | 65733 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 88056 | 65733 | 0 | 0 |
| JOHN DAY | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 773852 | 0 | 183287 | 0 | 0 | 0 | 957139 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | OFFICERS, DIRECTORS AND TRUSTEES WHO ARE EMPLOYEES OF SOUTHCOAST HOSPITALS GROUP, INC. (SOUTHCOAST) PARTICIPATE IN SOUTHCOAST'S 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. ONLY UPON TERMINATION OF EMPLOYMENT DO FULLY VESTED PARTICIPANTS RECEIVE DISTRIBUTIONS FROM THE PLAN. THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES THE VESTED PORTION OF CONTRIBUTIONS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2011 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES: KEITH HOVAN $58,659; WILLIAM GRIGG $76,180; LINDA BODENMANN $89,111. THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN THE 457(F) PLAN WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE AND ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THE UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN THE INDIVIDUAL'S 2011 FORM W-2, BOX 5, AS TAXABLE WAGES: KEITH HOVAN $173,173; WILLIAM GRIGG $73,214; LINDA BODENMANN $85,769. ALSO INCLUDED IN COLUMN C BUT NOT INCLUDED IN THE INDIVIDUAL'S FORM W-2, BOX 5, WERE CONTRIBUTIONS MADE TO SERP AGREEMENTS OF $219,200 FOR KEITH HOVAN AND $65,000 FOR LINDA BODENMANN. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | VNA'S PARENT CORPORATION, SOUTHCOAST HEALTH SYSTEM, INC. ("SHS") SERVES AS THE SOLE CORPORATE MEMBER OR SOLE CORPORATE STOCKHOLDER OF EACH OF ITS AFFILIATES. | |
| FORM 990, PART VI, SECTION A, LINE 7A | VNA'S PARENT CORPORATION, SOUTHCOAST HEALTH SYSTEM, INC. ELECTS THE TRUSTEES OR DIRECTORS OF EACH AFFILIATE AND WITH RESPECT TO CERTAIN OF THE AFFILIATES, 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. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE GOVERNING BOARD OF THE ASSOCIATION'S NOT-FOR-PROFIT PARENT, SOUTHCOAST HEALTH SYSTEM, INC., 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 SYSTEMS, 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, EMPLOYEES AND VOLUNTEERS (REFERRED TO AS "MEMBERS"). THE PRESIDENT OF SHS IS RESPONSIBLE FOR INFORMING ALL MEMBERS OF THIS POLICY. THE CHAIRMAN OF SHS'S BOARD IS RESPONSIBLE FOR MAKING AN INITIAL DETERMINATION AS TO WHETHER A POTENTIAL CONFLICT OF INTEREST EXISTS WITH RESPECT TO ANY TRUSTEE, OFFICER OR DIRECTOR OF SHS OR ANY OF ITS AFFILIATES. THE PRESIDENT OF SHS IS RESPONSIBLE FOR MAKING AN INITIAL DETERMINATION AS TO WHETHER A POTENTIAL CONFLICT OF INTEREST EXISTS AS TO ANY MEMBER OTHER THAN A TRUSTEE OR DIRECTOR. IN THE EVENT OF A POTENTIAL CONFLICT RELATING TO THE CHAIRMAN OF SHS, THE MATTER WOULD BE REPORTED TO THE PRESIDENT OF SHS AND REFERRED AUTOMATICALLY TO THE SYSTEM'S GOVERNANCE COMMITTEE FOR DETERMINATION AS TO WHETHER A POTENTIAL CONFLICT OF INTEREST EXISTS. IN THE EVENT THE AFFECTED MEMBER DISAGREES WITH THE INITIAL DETERMINATION OF THE CHAIRMAN OR PRESIDENT, AS APPLICABLE, THEN UPON REQUEST, HE OR SHE MAY BE AFFORDED THE OPPORTUNITY TO DISCUSS THE ISSUE WITH THE SHS GOVERNANCE COMMITTEE WHICH HAS FINAL AUTHORITY IN ITS SOLE DISCRETION TO DETERMINE WHETHER A POTENTIAL CONFLICT OF INTEREST EXISTS. THE AFFECTED MEMBER, IF A MEMBER OF THE GOVERNANCE COMMITTEE, MUST REMOVE HIMSELF FROM THE ROOM DURING ANY DISCUSSION OF THE MATTER (AFTER HIS INITIAL PRESENTATION) AND REFRAIN FROM PARTICIPATING IN ANY VOTE OR OTHER DECISION MAKING IN REGARD TO THE MATTER. THE MINUTES OF THE MEETING WOULD REFLECT THAT A FULL AND ACCURATE DISCLOSURE WAS MADE, THAT THE MEMBER ABSTAINED FROM VOTING OR DECISION MAKING AND THAT A QUORUM WAS OTHERWISE PRESENT. VIOLATION OF THIS POLICY MAY RESULT IN DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION OF EMPLOYMENT OR REMOVAL FROM OFFICE. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD. THE BOARD IS ADVISED OF THE POLICY PRIOR TO SELECTION AS A MEMBER AND IS REQUIRED TO FILE WITHIN 30 DAYS THEREAFTER THE CONFLICT OF INTEREST DISCLOSURE STATEMENT OR QUESTIONNAIRE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR ALL VICE PRESIDENTS AND HIGHER LEVEL EXECUTIVES 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 AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED POSITIONS. 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 RELEVENT 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 RECORDKEEPING WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE PROVIDED UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -757,972. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| SCHEDULE B, PART I, NO,6 | CONTRIBUTIONS FROM SOUTHCOAST HOSPITALS GROUP RELATES TO DONATIONS MADE TO BENEFIT THE HOMECARE/HOSPICE DEPARTMENT OF THE HOSPITAL PRIOR TO MERGING WITH THE VNA. AFTER THE MERGER THESE DONATIONS WERE TRANSFERRED TO THE VNA. | |
| SCHEDULE D, PART V, LINE 1B | THE ORGANIZATION HAS A BENEFICIAL INTEREST IN A PERPETUAL TRUST THAT WAS NOT INCLUDED IN ENDOWMENT FUNDS IN PRIOR YEARS. | CONTRIBUTIONS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| SOUTHCOAST HEALTH SYSTEM INC | ||||||||||
| 101 PAGE STREET | NEW BEDFORD | MA | 02740 | 042794625 | SUPPORT RELATED ENTITIES | MA | 501(C)(3) | LINE 11A, I | N/A | 0 |
| SOUTHCOAST HOSPITAL GROUP INC | ||||||||||
| 101 PAGE STREET | NEW BEDFORD | MA | 02740 | 222592333 | ACUTE CARE HOSPITAL | MA | 501(C)(3) | LINE 3 | N/A | 0 |
| CHARLTON LONG TERM CARE SERVICES INC | ||||||||||
| 363 HIGHLAND AVENUE | FALL RIVER | MA | 02720 | 043109579 | SUPPORT SOUTHCOAST HOSPITAL | MA | 501(C)(3) | LINE 11A, I | N/A | 0 |
| SOUTHCOAST VENTURES INC | ||||||||||
| 101 PAGE STREET | NEW BEDFORD | MA | 02740 | 043003172 | PHYSICIAN SVCS/HEALTH CARE | MA | 501(C)(3) | LINE 11A, I | N/A | 0 |
| ST LUKES NURSING HOME INC | ||||||||||
| 101 PAGE STREET | NEW BEDFORD | MA | 02740 | 042984542 | INACTIVE | MA | 501(C)(3) | LINE 11A, I | N/A | 0 |
| SOUTHCOAST PHYSICIANS GROUP INC | ||||||||||
| 200 MILL ROAD | FAIRHAVEN | MA | 02719 | 222703314 | PHYSICIAN SERVICES | MA | 501(C)(3) | LINE 9 | N/A | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressForeign/AddressLine1 | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COASTLINE PROFESSIONAL ASSURANCE CORP LTD | ||||||||||||
| PO BOX 10 | GRAND CAYMAN | CJ | 980445031 | INSURANCE | CJ | N/A | C | |||||
| SOUTHCOAST PHYSICIANS NETWORK INC | ||||||||||||
| 450568782 | PHYSICIAN NETWORK SERVICES | N/A | C | 101 PAGE STREET | NEW BEDFORD | MA | 02740 | MA | ||||
| HEALTH MANAGEMENT INITIATIVE INC | ||||||||||||
| 042998712 | COMMERCIAL RENTALS | N/A | C | 363 HIGHLAND AVENUE | FALL RIVER | MA | 02702 | MA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |