SOUTHCOAST HOSPITALS GROUP INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: SOUTHCOAST HOSPITALS GROUP INC (EIN 22-2592333)
Tax period: 2010-10-01 to 2011-09-30
Filed: 2012-08-14
IRS object ID: 201232279349300528
Schema version: 2010v3.4
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule G
Schedule H
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-08-14T08:44:58-05:00	Timestamp
Tax Period End Date	2011-09-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DELOITTE TAX LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2 JERICHO PLAZA	AddressLine1
City	JERICHO	City
State	NY	State
ZIP Code	11753	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-10-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	222592333	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHCOAST HOSPITALS GROUP INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	SOUT	NameControl
Phone	5089615000	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O ACCOUNTING DEPARTMENT 101 PAGE	AddressLine1
Address Line2	STREET	AddressLine2
City	NEW BEDFORD	City
State	MA	State
ZIP Code	02740	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	WILLIAM GRIGG	Name
Title	TREASURER	Title
Phone	5089615000	Phone
Date Signed	2012-08-14	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	5169187000	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	KEITH HOVAN	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	C/O ACCOUNTING DEPARTMENT 101 PAGE	AddressLine1
Address Line2	STREET	AddressLine2
City	NEW BEDFORD	City
State	MA	State
ZIP Code	02740	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	861849313	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.SOUTHCOAST.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1986	YearFormation
State Legal Domicile	MA	StateLegalDomicile
Activity Or Mission Description	SEE SCHEDULE O	ActivityOrMissionDescription
Nbr Voting Members Governing Body	16	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	15	NbrIndependentVotingMembers
Total Nbr Employees	6284	TotalNbrEmployees
Total Nbr Volunteers	550	TotalNbrVolunteers
Total Gross UBI	34213499	TotalGrossUBI
Net Unrelated Business Txbl Income	-52707	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	3753714	ContributionsGrantsPriorYear
Contributions Grants Current Year	12880463	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	632859308	ProgramServiceRevenuePriorYear
Program Service Revenue CY	653516593	ProgramServiceRevenueCY
Investment Income Prior Year	11802775	InvestmentIncomePriorYear
Investment Income Current Year	16074682	InvestmentIncomeCurrentYear
Other Revenue Prior Year	-651198	OtherRevenuePriorYear
Other Revenue Current Year	-349241	OtherRevenueCurrentYear
Total Revenue Prior Year	647764599	TotalRevenuePriorYear
Total Revenue Current Year	682122497	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	376320971	SalariesEtcPriorYear
Salaries Etc Current Year	386565663	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	672816	TotalFundrsngExpCurrentYear
Other Expense Prior Year	243046952	OtherExpensePriorYear
Other Expenses Current Year	249429908	OtherExpensesCurrentYear
Total Expenses Prior Year	619367923	TotalExpensesPriorYear
Total Expenses Current Year	635995571	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	28396676	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	46126926	RevenuesLessExpensesCY
Total Assets BOY	692664229	TotalAssetsBOY
Total Assets EOY	751714723	TotalAssetsEOY
Total Liabilities BOY	314587615	TotalLiabilitiesBOY
Total Liabilities EOY	340475318	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	378076614	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	411239405	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	SEE SCHEDULE O	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	1	SignificantChange
Expense	610000554	Expense
Revenue	619303094	Revenue
Description	SOUTHCOAST PROVIDES INPATIENT AND OUTPATIENT HEALTHCARE SERVICES TO IMPROVE THE HEALTH AND WELLNESS OF INDIVIDUALS IN SOUTHCOAST'S COMMUNITIES. SOUTHCOAST RECORDED 210,955 INPATIENT DAYS, PERFORMED 21,530 SURGERIES, 11,113 ENDOSCOPIES, PROVIDED 2,916,259 LABORATORY TESTS, PERFORMED 389,757 RADIOLOGICAL PROCEDURES, 170,036 PHYSICAL MEDICINE VISITS, 649 PCI CORONARY INTERVENTIONS, 2,241 DIAGNOSTIC CATHERIZATIONS, 294 OPEN HEART SURGERIES, 167 ELECTROPHYSIOLOGY CASES, 578 CORONARY DEVICE IMPLANTS, 3,162 NEWBORN ADMISSIONS, MADE 47,959 HOME HEALTH CARE VISITS, PERFORMED 7,011 RADIATION ONCOLOGY SERVICES AND 9,267 CHEMOTHERAPY TREATMENTS AND CARED FOR 181,205 EMERGENCY ROOM PATIENTS 24 HOURS A DAY 7 DAYS A WEEK REGARDLESS OF ABILITY TO PAY FOR SUCH SERVICES.	Description
Total Program Service Expense	610000554	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	1	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	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	0	ReportFin48Footnote
Independent Audit Financial Stmt	0	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	1	FundraisingActivities
Gaming	0	Gaming
Hospital	1	Hospital
Financial Stmt Attached	1	FinancialStmtAttached
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	1	TaxExemptBonds
Invest Tax Exempt Bonds	0	InvestTaxExemptBonds
Escrow Account	0	EscrowAccount
On Behalf Of Issuer	0	OnBehalfOfIssuer
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	1	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	1	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	478	NumberFormsTransmittedWith1096
Number W2 G Included	4	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	6284	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	1	NonDeductibleContributions
Non Deductible Disclosure	1	NonDeductibleDisclosure
Quid Pro Quo Contributions	1	QuidProQuoContributions
Quid Pro Quo Disclosure	1	QuidProQuoDisclosure
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	16	NbrVotingGoverningBodyMembers
Number Independent Voting Members	15	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	1	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	CAROLYN ALLEN	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	5089615000	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	101 PAGE STREET	AddressLine1
City	NEW BEDFORD	City
State	MA	State
ZIP Code	02740	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (26 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
KEITH HOVAN
PRESIDENT&CEO/TRUSTEE/EX-OFFICIO	40.00	X	X	847750	0	31355
MWAJID BAIG MD
TRUSTEE	1.00	X		0	0	0
DOUGLAS BEATON
TRUSTEE	1.00	X		0	0	0
RWILLIAM BLASDALE
TRUSTEE	1.00	X		0	0	0
PETER BULLARD ESQ
TRUSTEE	1.00	X		0	0	0
EILEEN FARLEY
TRUSTEE	1.00	X		0	0	0
ELIZABETH O'NEILL LASTAITI
CLERK	1.00	X	X	0	0	0
JEAN MACCORMACK
TRUSTEE	1.00	X		0	0	0
ELIZABETH KUNZ ESQ
VICE CHAIR	1.00	X	X	0	0	0
PAMELA MCNAMARA
TRUSTEE	1.00	X		0	0	0
STEVEN MENDES MD
EX-OFFICIO	1.00	X		6125	0	0
CARL RIBEIRO
CHAIR	1.00	X	X	0	0	0
GILBERT SHAPIRO MD
TRUSTEE	1.00	X		0	0	0
ROBERT TRIPP JR DO
TRUSTEE	1.00	X		0	0	0
MAUREEN SYLVIA ARMSTRONG
TRUSTEE	1.00	X		0	0	0
CARL TABER
TRUSTEE	1.00	X		0	0	0
WILLIAM GRIGG
EXECUTIVE VP&CFO/TREASURER	40.00		X	493203	0	29462
JOHN DAY
CEO SHS	40.00			1130215	0	30393	X
LINDA BODENMANN
EXECUTIVE VP & COO	40.00			503827	0	32305	X
DAVID DEJESUS JR
SR,VP HUMAN RESOURCES	40.00			290289	0	15726	X
GEORGE BEAUREGARD
PRES. SPN	40.00			360000	0	16655		X
BARBARA MULVILLE
VP EXTERNAL AFFAIRS	40.00			325663	0	20483		X
CHRISTOPHER BALDWIN
VP INFORMATION SYSTEMS	40.00			307806	0	31326		X
RONALD LAFLEUR
VP HOSP REVENUE SYSTEMS	40.00			292536	0	21402		X
CAROL CONLEY
VP PATIENT SERVICES	40.00			275127	0	10546		X
RONALD GOODSPEED MD
FORMER OFFICER	0.00			215121	0	0			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	5047662	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	239653	TotalOtherCompensation
Number Individuals GT100 K	428	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
GILBANE BUILDING COMPANY
155 FEDERAL ST SUITE 400	BOSTON	MA	02110	CONSTRUCTION CONTRACTOR	14859890
SLH EMERGENCY ASSOCIATES
C/O EDELSTEIN CO LLP PO BOX 7	N DARTMOUTH	MA	02747	EMERGENCY ROOM PHYSICIAN SERVICES	10940804
FIRST PHYSICIANS CORP
C/O 363 HIGHLAND AVENUE	FALL RIVER	MA	02720	EMERGENCY ROOM PHYSICIAN SERVICES	9128281
TOBEY EMERGENCY ASSOCIATES PC
PO BOX 53	WAREHAM	MA	02571	EMERGENCY ROOM PHYSICIAN SERVICES	4150453
ANESTHESIA ASSOCIATES INC
460 ENTERPRISE ST	SAN MARCOS	CA	98069	ANESTHESIA SERVICES	3680399

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	81	NumberOfContractorsGT100K
Fundraising Events	455614	FundraisingEvents
All Other Contributions	12424849	AllOtherContributions
Noncash Contributions	1607294	NoncashContributions
Total Contributions	12880463	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
PATIENT SERVICE REVENU	621500	642489596	609333800	33155796
HEALTH CARE SERVICE RE	446110	10206256	9969294	236962
PARTNERSHIP INCOME	525900	348492		348492
OUTPATIENT CARE CENTER	621400	265307		265307
SATELLITE LOCATION CAF	722210	206942		206942

Field	Value	IRS element (for citing)
Total Program Service Revenue	653516593	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	5448117	TotalRevenueColumn
Exclusion	$5,448,117	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	787618	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	1300920	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	-513302	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	-513302	TotalRevenueColumn
Exclusion	-$513,302	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	187793761	Securities
Other	1127887	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	177289495	Securities
Other	1005588	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	10504266	Securities
Other	122299	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	10626565	TotalRevenueColumn
Exclusion	$10,626,565	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	65558	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	455614	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	130813	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	-65255	TotalRevenueColumn
Exclusion	-$65,255	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	ExclusionExclusionAmount
GIFT SHOP INCOME	900099	191563	$191,563
SALES OF SCRAP	900099	37753	$37,753

Field	Value	IRS element (for citing)
Total Other Revenue	229316	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	682122497	TotalRevenueColumn
Related Or Exempt Function Income	619303094	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	34213499	UnrelatedBusinessRevenue
Exclusion	$15,725,441	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	3682406	Total
Program Services	1844266	ProgramServices
Management And General	1838140	ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	215121	Total
Program Services	107561	ProgramServices
Management And General	107560	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	297061531	Total
Program Services	284943824	ProgramServices
Management And General	11675474	ManagementAndGeneral
Fundraising	442233	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	16999291	Total
Program Services	16198345	ProgramServices
Management And General	775975	ManagementAndGeneral
Fundraising	24971	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	47430784	Total
Program Services	44876496	ProgramServices
Management And General	2488439	ManagementAndGeneral
Fundraising	65849	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	21176530	Total
Program Services	20178768	ProgramServices
Management And General	966655	ManagementAndGeneral
Fundraising	31107	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	2046848	Total
Program Services	236882	ProgramServices
Management And General	1807100	ManagementAndGeneral
Fundraising	2866	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	408009	Total
Management And General	408009	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	338313	Total
Program Services	338313	ProgramServices

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	808795	Total
Management And General	808795	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	69396301	Total
Program Services	66497546	ProgramServices
Management And General	2863384	ManagementAndGeneral
Fundraising	35371	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	2985726	Total
Program Services	2985726	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	15428198	Total
Program Services	14817186	ProgramServices
Management And General	571949	ManagementAndGeneral
Fundraising	39063	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	10164583	Total
Program Services	10123554	ProgramServices
Management And General	41029	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	496448	Total
Program Services	496448	ProgramServices

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	1341931	Total
Program Services	1201671	ProgramServices
Management And General	126080	ManagementAndGeneral
Fundraising	14180	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	5729771	Total
Program Services	5729771	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	35014660	Total
Program Services	35014660	ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
MED SUPPLIES/LINENS	63290213	63209037	74503	6673
PHARMACEUTICALS	23873864	23873864	0	0
FOOD SERVICE	6378486	6368077	0	10409
PARTS AND REPAIRS	3320108	3318691	1352	65
	0	0	0	0

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	8407654	Total
Program Services	7639868	ProgramServices
Management And General	767757	ManagementAndGeneral
Fundraising	29	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	635995571	Total
Program Services	610000554	ProgramServices
Management And General	25322201	ManagementAndGeneral
Fundraising	672816	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	7883059	BOY
EOY	28199635	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	1888284	BOY
EOY	6832921	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	62884611	BOY
EOY	60186063	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	18731191	BOY
EOY	16675544	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	591216795	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	351276005	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	216296482	BOY
EOY	239940790	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	350390293	BOY
EOY	354639258	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	29565184	BOY
EOY	34603169	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	5025125	BOY
EOY	10637343	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	692664229	BOY
EOY	751714723	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	98796779	BOY
EOY	108520947	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	162898704	BOY
EOY	158757419	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	8548234	BOY
EOY	27447049	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	44343898	BOY
EOY	45749903	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	314587615	BOY
EOY	340475318	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	310369970	BOY
EOY	338805108	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	28139973	BOY
EOY	30560588	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	39566671	BOY
EOY	41873709	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	378076614	BOY
EOY	411239405	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	692664229	BOY
EOY	751714723	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	46126926	ReconcilationRevenueExpenses
Reconcilation Other Changes	-12964135	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital170b1 Aiii	X	Hospital170b1Aiii

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 C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	Volunteers
Paid Staff Or Management	0	PaidStaffOrManagement
Media Advertisements	0	MediaAdvertisements
Mailings Members	0	MailingsMembers
Publications Or Broadcast	0	PublicationsOrBroadcast
Grants Other Organizations	0	GrantsOtherOrganizations
Direct Contact Legislators	1	DirectContactLegislators
Direct Contact Legislators	$338,313	DirectContactLegislatorsAmount
Rallies Demonstrations	0	RalliesDemonstrations
Other Activities	0	OtherActivities
Total Lobbying Expenditures IIB	338313	TotalLobbyingExpendituresIIB
Not Described In501c3	0	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	PART IV, SUPPLEMENTAL INFORMATION:	Identifier
Explanation	PART II-B, LINE 1G: DURING FISCAL YEAR 2011 HIRED CONSULTANTS MONITORED AND ADVOCATED FOR SOUTHCOAST CONCERNS BEFORE THE SOUTHEASTERN MASSACHUSETTS STATE LEGISLATIVE DELEGATION THROUGHOUT THE BUDGET PROCESS, BEGINNING WITH HOUSE 1 (GOVERNOR'S BUDGET RECOMMENDATION) THROUGH HB3400 - THE HOUSE'S RECOMMENDATION & SB3 - THE SENATE'S BUDGET, TO THE CONFERENCED BUDGET, HB3535. HIRED CONSULTANTS ALSO MONITORED AND ADVOCATED SOUTHCOAST CONCERNS TO THIS SAME LEGISLATIVE DELEGATION REGARDING THE GOVERNOR'S HEALTH CARE PAYMENT REFORM LEGISLATION, HB1849, AN ACT IMPROVING THE QUALITY OF HEALTH CARE AND CONTROLLING COST BY REFORMING THE HEALTH SYSTEMS AND PAYMENTS AND THE MAINTENANCE AND SUPPORT OF MEDICAID RATES OF PAYMENT THROUGHOUT THE BUDGET PROCESS, INCLUDING THE GOVERNOR'S HOUSE 1 BUDGET, THE HOUSE'S BUDGET PROPOSAL - HB3400, THE SENATE'S PROPOSAL - SB3, AND THE FINAL BUDGET, HB3535. HIRED CONSULTANTS SOUGHT INFORMATION AND ADVICE FROM THE SOUTHEASTERN MASSACHUSETTS DELEGATION RELATIVE TO PURSUING REMAINING FUNDING FROM THE JUNE 2010 1115 MEDICAID WAIVER EXTENSION AGREEMENT FOR GROUP B HOSPITALS.	Explanation

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	61852448	BeginningOfYearBalance
Contributions	2307038	Contributions
Investment Earnings Or Losses	112603	InvestmentEarningsOrLosses
Other Expenditures	2288009	OtherExpenditures
Administrative Expenses	68504	AdministrativeExpenses
End Of Year Balance	61915576	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	60230362	BeginningOfYearBalance
Contributions	171211	Contributions
Investment Earnings Or Losses	4211863	InvestmentEarningsOrLosses
Other Expenditures	2680564	OtherExpenditures
Administrative Expenses	80424	AdministrativeExpenses
End Of Year Balance	61852448	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	63772624	BeginningOfYearBalance
Contributions	83724	Contributions
Investment Earnings Or Losses	-984990	InvestmentEarningsOrLosses
Other Expenditures	2573502	OtherExpenditures
Administrative Expenses	67494	AdministrativeExpenses
End Of Year Balance	60230362	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	1.00000	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	0	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	9946269	OtherCostOrOtherBasis
Book Value	9946269	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	299341462	OtherCostOrOtherBasis
Depreciation	163741090	Depreciation
Book Value	135600372	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	2151799	OtherCostOrOtherBasis
Depreciation	999408	Depreciation
Book Value	1152391	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	274572897	OtherCostOrOtherBasis
Depreciation	183674746	Depreciation
Book Value	90898151	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	5204368	OtherCostOrOtherBasis
Depreciation	2860761	Depreciation
Book Value	2343607	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	239940790	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (7 entries)

DescriptionDescription	AmountAmount
NON PENSION POST RETIREMENT BENEFIT	$11,510,950
LONG TERM INSURANCE RESERVES	$14,366,228
LONG TERM GENERAL RESERVE	$10,728,360
DEFERRED COMPENSATION 457B PLAN	$1,361,656
SWAP AGREEMENT LIABILITY	$3,586,108
ASSET RETIREMENT OBLIGATION(FIN 47)	$3,050,878
OTHER LONG TERM LIABILITIES	$1,145,723

Field	Value	IRS element (for citing)
Total Of Amounts	45749903	TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:	Identifier
Return Reference	PART V, LINE 4:	ReturnReference
Explanation	SHG'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE A SOURCE OF INCOME TO SUPPORT SHG'S TAX EXEMPT PURPOSE OF PROVIDING QUALITY HEALTH CARE SERVICES TO PEOPLE IN SHG'S SERVICE AREA.	Explanation

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable

Field	Value	IRS element (for citing)
Region	CENTRAL AMERICA/CARRIBEAN	Region
Number Of Offices	0	NumberOfOffices
Number Of Employees	6	NumberOfEmployees
Type Of Activities Conducted	PROGRAM SERVICES	TypeOfActivitiesConducted
Specific Services Provided	CAPTIVE INSURANCE	SpecificServicesProvided
Total Expenditures	1123930	TotalExpenditures

Field	Value	IRS element (for citing)
Subtotal Number Of Offices	0	SubtotalNumberOfOffices
Subtotal Number Of Employees	6	SubtotalNumberOfEmployees
Cont Number Of Offices	0	ContNumberOfOffices
Cont Number Of Employees	0	ContNumberOfEmployees
Total Number Of Offices	0	TotalNumberOfOffices
Total Number Of Employees	6	TotalNumberOfEmployees
Subtotal Amount Spent	1123930	SubtotalAmountSpent
Cont Amount Spent	0	ContAmountSpent
Total Amount Spent	1123930	TotalAmountSpent
Transfer To Foreign Corp	0	TransferToForeignCorp
Interest In Foreign Trust	0	InterestInForeignTrust
Own Foreign Corp	0	OwnForeignCorp
Passive Foreign Invest Co	0	PassiveForeignInvestCo
Foreign Partnership	0	ForeignPartnership
Boycott Countries	0	BoycottCountries

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	SC GOLF TOURNAMENT	NameOfEvent1
Gross Receipts Event1	346518	GrossReceiptsEvent1
Charitable Contributions Event1	300003	CharitableContributionsEvent1
Gross Revenue Event1	46515	GrossRevenueEvent1
Non Cash Prizes Event1	32029	NonCashPrizesEvent1
Rent Facility Costs Event1	32676	RentFacilityCostsEvent1
Food And Beverage Event1	23940	FoodAndBeverageEvent1
Other Direct Expenses Event1	3817	OtherDirectExpensesEvent1
Name Of Event2	TH GOLF TOURNAMENT	NameOfEvent2
Gross Receipts Event2	119992	GrossReceiptsEvent2
Charitable Contributions Event2	105499	CharitableContributionsEvent2
Gross Revenue Event2	14493	GrossRevenueEvent2
Non Cash Prizes Event2	17484	NonCashPrizesEvent2
Food And Beverage Event2	10300	FoodAndBeverageEvent2
Other Direct Expenses Event2	469	OtherDirectExpensesEvent2
Total Number Of Other Events	3	TotalNumberOfOtherEvents
Gross Receipts Other Events	54662	GrossReceiptsOtherEvents
Charitable Contrib Other Events	50112	CharitableContribOtherEvents
Gross Revenue Other Events	4550	GrossRevenueOtherEvents
Non Cash Prizes Other Events	6591	NonCashPrizesOtherEvents
Food And Beverage Other Events	3507	FoodAndBeverageOtherEvents
Gross Receipts Total	521172	GrossReceiptsTotal
Charitable Contributions Total	455614	CharitableContributionsTotal
Gross Revenue Total Events	65558	GrossRevenueTotalEvents
Non Cash Prizes Total Events	56104	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	32676	RentFacilityCostsTotalEvents
Food And Beverage Total Events	37747	FoodAndBeverageTotalEvents
Other Direct Expenses Total Events	4286	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	130813	DirectExpenseSummaryEvents
Net Income Summary	-65255	NetIncomeSummary

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Charity Care Policy	1	CharityCarePolicy
Written Policy	1	WrittenPolicy
Policy Applied To All Hospitals	X	PolicyAppliedToAllHospitals
FPG Reference Free Care	1	FPGReferenceFreeCare
Pcent100	X	Pcent100
FPG Reference Discounted Care	1	FPGReferenceDiscountedCare
Pcent200 D	X	Pcent200D
Free Disc Care Medically Indigent	1	FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care	1	AmountsBudgetedForCharityCare
Expenses Exceeded Budget	0	ExpensesExceededBudget
Annual Community Benefit Report	1	AnnualCommunityBenefitReport
Report Publically Available	1	ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

Field	Value	IRS element (for citing)
Total Community Benefit Expense	17781687	TotalCommunityBenefitExpense
Direct Offsetting Revenue	11298275	DirectOffsettingRevenue
Net Community Benefit Expense	6483412	NetCommunityBenefitExpense
Percent Of Total Expense	0.01020	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	106998528	TotalCommunityBenefitExpense
Direct Offsetting Revenue	97220435	DirectOffsettingRevenue
Net Community Benefit Expense	9778093	NetCommunityBenefitExpense
Percent Of Total Expense	0.01540	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	124780215	TotalCommunityBenefitExpense
Direct Offsetting Revenue	108518710	DirectOffsettingRevenue
Net Community Benefit Expense	16261505	NetCommunityBenefitExpense
Percent Of Total Expense	0.02560	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	251506	TotalCommunityBenefitExpense
Net Community Benefit Expense	251506	NetCommunityBenefitExpense
Percent Of Total Expense	0.00040	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	15	NumberOfActivitiesOrPrograms
Persons Served	89	PersonsServed
Total Community Benefit Expense	465817	TotalCommunityBenefitExpense
Net Community Benefit Expense	465817	NetCommunityBenefitExpense
Percent Of Total Expense	0.00070	PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	10933020	TotalCommunityBenefitExpense
Direct Offsetting Revenue	9808007	DirectOffsettingRevenue
Net Community Benefit Expense	1125013	NetCommunityBenefitExpense
Percent Of Total Expense	0.00180	PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Total Community Benefit Expense	188536	TotalCommunityBenefitExpense
Net Community Benefit Expense	188536	NetCommunityBenefitExpense
Percent Of Total Expense	0.00030	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	15	NumberOfActivitiesOrPrograms
Persons Served	89	PersonsServed
Total Community Benefit Expense	11838879	TotalCommunityBenefitExpense
Direct Offsetting Revenue	9808007	DirectOffsettingRevenue
Net Community Benefit Expense	2030872	NetCommunityBenefitExpense
Percent Of Total Expense	0.00320	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	15	NumberOfActivitiesOrPrograms
Persons Served	89	PersonsServed
Total Community Benefit Expense	136619094	TotalCommunityBenefitExpense
Direct Offsetting Revenue	118326717	DirectOffsettingRevenue
Net Community Benefit Expense	18292377	NetCommunityBenefitExpense
Percent Of Total Expense	0.02880	PercentOfTotalExpense

Physical Improvements And Housing PhysicalImprovementsAndHousing

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	2	NumberOfActivitiesOrPrograms

Community Support CommunitySupport

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	3	NumberOfActivitiesOrPrograms
Persons Served	700	PersonsServed
Total Community Building Expense	66293	TotalCommunityBuildingExpense
Net Community Building Expense	66293	NetCommunityBuildingExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Coalition Building CoalitionBuilding

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	8	NumberOfActivitiesOrPrograms
Total Community Building Expense	48000	TotalCommunityBuildingExpense
Net Community Building Expense	48000	NetCommunityBuildingExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Total Total

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	13	NumberOfActivitiesOrPrograms
Persons Served	700	PersonsServed
Total Community Building Expense	114293	TotalCommunityBuildingExpense
Net Community Building Expense	114293	NetCommunityBuildingExpense
Percent Of Total Expense	0.00020	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	1	BadDebtExpenseReported
Bad Debt Expense	$6,300,039	BadDebtExpenseAmount
Amount Reimbursed By Medicare	273591095	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	302472180	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	-28881085	MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

Field	Value	IRS element (for citing)
Cost Accounting System	X	CostAccountingSystem

Field	Value	IRS element (for citing)
Written Debt Collection Policy	1	WrittenDebtCollectionPolicy
Provision For Charity Care	1	ProvisionForCharityCare
Number Of Hospital Facilities	3	NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (3 entries)

Facility NumberFacilityNumber	Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Licensed HospitalLicensedHospital	General Medical And SurgicalGeneralMedicalAndSurgical	Er24 HoursEr24Hours	OtherOther
SHG INC DBA CHARLTON MEMORIAL HOSPITAL
1	363 HIGHLAND AVE	FALL RIVER	MA	02720	X	X	X	ACUTE CARE HOSPITAL
SHG INC DBA ST LUKE'S HOSPITAL
2	101 PAGE ST	NEW BEDFORD	MA	02740	X	X	X	ACUTE CARE HOSPITAL
SHG INC DBA TOBEY HOSPITAL
3	43 HIGH ST	WAREHAM	MA	02571	X	X	X	ACUTE CARE HOSPITAL

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (3 entries)

Hospital Facility NumberHospitalFacilityNumber
NA
1
NA
2
NA
3

Form990 Schedule H Part VI Form990ScheduleHPartVI (17 entries)

ExplanationExplanation	Return ReferenceReturnReference	IdentifierIdentifier
PART I, LINE 6A: SOUTHCOAST PREPARES ANNUAL COMMUNITY BENEFIT REPORTS IN COMPLIANCE WITH THE VOLUNTARY MASSACHUSETTS ATTORNEY GENERAL'S COMMUNITY BENEFITS PROGRAM GUIDELINES. THESE GUIDELINES ARE UNIQUE, VOLUNTARY AND NON-REGULATORY AND CALLS UPON HOSPITALS SITUATED IN MASSACHUSETTS TO IDENTIFY AND RESPOND TO UNMMET AND UNDERSERVED COMMUNITY HEALTH NEEDS BY FORMALIZING AN APPROACH TO COMMUNITY BENEFITS PLANNING AND COLLABORATING WITH THE COMMUNITIES IN WHICH IT SERVES TO IDENTIFY AND CREATE PROGRAMS AND SERVICES TO ADDRESS THOSE NEEDS AND ISSUING ANNUAL REPORTS ON THEIR EFFORTS. SOUTHCOAST HAS VOLUNTARILY PARTICIPATED IN THE MASSACHUSETTS ATTORNEY GENERAL'S COMMUNITY BENEFITS PROGRAM SINCE ITS INCEPTION IN 1994.
PART I, LINE 7: ACTUAL COST FOR ALL SOUTHCOAST PATIENT SEGMENTS WAS USED TO CALCULATE THE VALUE OF CHARITY CARE.
PART I, LINE 7G: INCLUDED IN SUBSIDIZED HEALTH SERVICES AT COST ARE COSTS AND OFFSETTING REVENUE ASSOCIATED WITH SOUTHCOAST'S LEVEL II NURSERY, INPATIENT AND OUTPATIENT PSYCHIATRIC SERVICES AND INPATIENT REHABILITATIVE SERVICES. SOUTHCOAST IS THE SOLE PROVIDER OF THESE SERVICES IN ITS COMMUNITIES AND PROVIDES SUCH SERVICES AS A COMMUNITY BENEFIT DESPITE THE LOSSES INCURRED.
PART II: SOUTHCOAST STAFF MENTORED CHILDREN, TEENS AND YOUNG ADULTS BY PARTICIPATING IN JUNIOR ACHIEVEMENT, SMILES AND OTHER SIMILAR PROGRAMS GEARED TO PREPARE THESE YOUTHS WITH PROGRAMS THAT FOSTER WORK READINESS, ENTREPRENEURSHIP, FINANCIAL LITERACY SKILLS AND USE EXPERIENTIAL LEARNING TO INSPIRE KIDS TO DREAM BIG AND REACH THEIR POTENTIAL. SOUTHCOAST STAFF ALSO CREATED AND SUPERVISED A COMMUNITY GARDEN IN WAREHAM AND WORKED WITH LOW INCOME CHILDREN AT THE LOCAL WAREHAM BOYS & GIRLS CLUB AND PROVIDED NUTRITION EDUCATION TO THE COMMUNITY AT LARGE.
PART III, LINE 4: FOR PATIENTS THAT DO NOT QUALIFY FOR CHARITY CARE, SHG RECOGNIZES REVENUE ON THE BASIS OF ITS STANDARD RATES FOR SERVICES PROVIDED BY THE POLICY. ON THE BASIS OF HISTORICAL EXPERIENCE, A PORTION OF THE SYSTEM'S UNINSURED PATIENTS WILL BE UNABLE OR UNWILLING TO PAY FOR THE SERVICES PROVIDED. THUS, SHG RECORDS A PROVISION FOR BAD DEBTS RELATED TO UNINSURED PATIENTS IN THE PERIOD THE SERVICES ARE PROVIDED.
PART III, LINE 8: THE COST ACCOUNTING METHODOLOGY USED IS THE SAME METHODOLGY USED FOR THE MEDICARE SHORTFALL. THE MEDICARE SHORTFALL SHOULD BE RECOGNIZED AS A COMMUNITY BENEFIT SINCE SHG IS REQUIRED TO PROVIDE SERVICES TO ALL REGARDLESS OF THEIR ABILITY TO PAY FOR SUCH SERVICES.
PART III, LINE 9B: SOUTHCOAST'S CREDIT AND COLLECTION POLICY CONTAINS PROVISIONS REGARDING COLLECTION PRACTICES TO BE FOLLOWED FOR PATIENTS KNOWN TO QUALIFY FOR CHARITY CARE OR OTHER FINANCIAL ASSISTANCE. FOR INDIVIDUALS DETERMINED TO BE LOW INCOME PATIENTS ANY SERVICES PROVIDED PRIOR TO SUCH DETERMINATION DATE AND NOT COVERED UNDER THE SAFETY NET (HSN) WILL BE WRITTEN OFF AS CHARITY CARE. ANY SERVICE DENIED BY THE HSN FOR THE MEDICALLY NECESSARY WILL ALSO BE CONSIDERED CHARITY CARE. ANY CO-PAYMENTS OR DEDUCTIBLES FOR MASSHEALTH AND MASSHEALTH MANAGED CARE RECIPIENTS WILL BE CONSIDERED CHARITY CARE IF UNRESOLVED AT THE CONCLUSION OF THE SOUTHCOAST'S COLLECTION PROCESS. THE FOLLOWING ARE EXEMPT FROM ANY COLLECTION OR BILLING PROCEDURES BEYOND THE INITIAL BILL PURSUANT TO STATE REGULATIONS: 1. PATIENTS ENROLLED IN A PUBLIC HEALTH INSURANCE PROGRAM EXCEPT SOUTHCOAST MAY SEEK COLLECTION ACTION AGAINST ANY PATIENT ENROLLED IN A PUBLIC HEALTH INSURANCE PROGRAM FOR THEIR REQUIRED CO-PAYMENTS AND DEDUCTIBLES AS SET FORTH IN EACH PLAN; 2. SOUTHCOAST MAY INITIATE BILLING AND COLLECTION FOR A PATIENT ALLEGING TO PARTICIPATE IN A FINANCIAL ASSISTANCE PROGRAM THAT COVERS THE COSTS OF SOUTHCOAST SERVICES BUT FAILS TO PROVIDE PROOF OF PARTICIPATION; 3. SOUTHCOAST MAY CONTINUE COLLECTION ACTION ON ANY LOW INCOME PATIENT FOR SERVICES RENDERED PRIOR TO THE LOW INCOME DETERMINATION, HOWEVER, COLLECTION ACTION WILL CEASE ONCE ELIGIBILITY IS DETERMINED AND 4. SOUTHCOAST WILL NOT SEEK COLLECTION FROM AN INDIVIDUAL WHO HAS BEEN APPROVED FOR MEDICAL HARDSHIP UNDER THE MASSACHUSETTS HSN WITH RESPECT TO THE AMOUNT OF THE BILL EXCEEDING THE MEDICAL HARDSHIP CONTRIBUTION. SOUTHCOAST WILL NOT PURSUE COLLECTION FROM A PATIENT INVOLVED IN BANKRUPTCY PROCEEDINGS AND WILL NOT CHARGE INTEREST ON AN OVERDUE BALANCE OF A LOW INCOME PATIENT.
SOUTHCOAST CONTRACTED WITH AN OUTSIDE CONSULTANT TO CONDUCT A MULTI-PHASE ASSESSMENT OF COMMUNITY HEALTH NEEDS WHICH INCLUDED (1) SECONDARY RESEARCH, INCLUDING A BROAD-BASED DEMOGRAPHIC SCAN; (2) IN-DEPTH INTERVIEWS WITH KEY INFORMANTS; AND (3) FOCUS GROUPS WITH AREA RESIDENTS LIVING IN THE COMMUNITIES SERVED BY SOUTHCOAST; AND (4) DETAILED FINDINGS FROM PRIMARY QUALITATIVE RESEARCH. THE OVERALL STUDY BEGAN WITH A MEETING WITH REPRESENTATIVES OF SOUTHCOAST TO CLARIFY THE RESEARCH OBJECTIVES AND TO OBTAIN BACKGROUND INFORMATION ABOUT SOUTHCOAST'S HEALTH SYSTEM.	PART V, SECTION B, LINE 3
SOUTHCOAST IS COMPRISED OF THREE ACUTE CARE HOSPITALS: CHARLTON MEMORIAL HOSPITAL, ST. LUKE'S HOSPITAL AND TOBEY HOSPITAL SITUATED IN MASSACHUSETTS IN THE CITIES OF FALL RIVER, NEW BEDFORD AND WAREHAM. THE NEEDS ASSESSMENT WAS CONDUCTED FOR ALL THREE HOSPITAL SITES OF SOUTHCOAST.	PART V, SECTION B, LINE 4
TELEPHONE CONTACT IS INITIATED WITHIN THE FIRST 30 DAYS OF SELF PAY LIABILITY FOR ALL BALANCES $500 AND OVER, REQUESTING PAYMENT IN FULL WITH FURTHER FOLLOW UP BY THE COLLECTOR AT A MINIMUM OF 120 DAYS IN THE FORM OF TELEPHONE CONTACT WHENEVER POSSIBLE, ISSUANCE OF STATEMENTS AND/OR LETTERS. PATIENTS INTERESTED IN APPLYING FOR FINANCIAL ASSISTANCE ARE REFERRED TO SOUTHCOAST'S PATIENT FINANCIAL SERVICES DEPARTMENT. IN ADDITION TO THE COLLECTOR'S EFFORTS, PATIENTS RECEIVE A MINIMUM OF THREE STATEMENTS AT 30 DAY INTERVALS UNTIL THE ACCOUNT IS PAID IN FULL OR WRITTEN OFF AS BAD DEBT. FOR ALL EMERGENCY ROOM BALANCES $1,000 AND OVER, A FINAL NOTICE WILL BE SENT CERTIFIED MAIL. SOUTHCOAST SHALL NOT SEEK LEGAL EXECUTION AGAINST THE PERSONAL RESIDENCE OR MOTOR VEHICLE OF A PATIENT OR GUARANTOR WITHOUT THE EXPRESS WRITTEN APPROVAL OF THE SOUTHCOAST BOARD OF TRUSTEES. SUCH BOARD APPROVALS MUST BE MADE ON A CASE BY CASE BASIS.	PART V, SECTION B, LINE 15(E)
QUALIFYING PATIENTS, DEFINED AS PATIENTS WHO ARE NOT ELIGIBLE FOR OTHER FINANCIAL ASSISTANCE WHO ARE UNINSURED FOR MEDICALLY NECESSARY HOSPITAL SERVICES ARE OFFERED A DISCOUNT OF 25% OF THE TOTAL CHARGES AT THE TIME OF INITIAL BILLING. ADDITIONAL DICOUNTS MAY BE POSSIBLE BASED ON THE SIZE OF THE BALANCE, TIMELINESS OF PAYMENT AND FINANCIAL NEED.	PART V, SECTION B, LINE 19(D)
PART VI, LINE 2: NEEDS ASSESSMENT:IN FISCAL 2009 SOUTHCOAST COMPLETED A MAJOR COMMUNITY HEALTH NEEDS ASSESSMENT COVERING THE ENTIRE SOUTH COAST AREA. THIS ASSESSMENT CONSISTED OF A RETROSPECTIVE REVIEW OF DEPARTMENT OF PUBLIC HEALTH AND OTHER NATIONAL AND REGIONAL HEALTH AND DEMOGRAPHIC DATA ALONG WITH INTERVIEWS OF KEY COMMUNITY LEADERS AND A SERIES OF THREE FOCUS GROUPS INCLUDING SEVERAL THAT TARGETED UNDERSERVED MEMBERS IN ITS COMMUNITIES. DURING FISCAL 2011 SOUTHCOAST COLLABORATED WITH A NUMBER OF COMMUNITY PARTNERS TO UPDATE AND BUILD UPON A COMPREHENSIVE HEALTH NEEDS ASSESSMENT OF THE COMMUNITIES IT SERVES. THIS INCLUDED ADDITIONAL FOCUS GROUPS AND KEY INFORMANT INTERVIEWS CONDUCTED IN COLLABORATION WITH THE GREATER NEW BEDFORD ALLIES FOR HEALTH AND WELLNESS. SOUTHCOAST'S NEEDS ASSESSMENT IS REGULARLY SHARED WITH COMMUNITY PARTNERS AND COMMUNITY MEMBERS AND IS OFTEN UTILIZED IN PLANNING AND FUNDING APPLICATIONS BY A NUMBER OF COMMUNITY ORGANIZATIONS AND IS POSTED ONLINE FOR THE PUBLIC. DURING FISCAL 2011 SOUTHCOAST EXPANDED ITS NEEDS ASSESSMENT THROUGH PARTICIPATION IN A NUMBER OF COLLABORATIVE NEEDS ASSESSMENT PROJECTS. THE GREATER NEW BEDFORD ALLIES FOR HEALTH AND WELLNESS (CHNA 26) UNDERTOOK A COMPREHENSIVE REGIONAL HEALTH NEEDS ASSESSMENT THAT IS BASED ON THE 2009 COMMUNITY HEALTH NEEDS ASSESSMENT. WORKING COLLABORATIVELY WITH THE CHNA, SOUTHCOAST FURTHER BROADENED ITS ASSESSMENT TO INCLUDE AN ADDITIONAL 20 KEY INFORMANT INTERVIEWS AND 4 ADDITIONAL FOCUS GROUPS THAT TARGETED AT-RISK LOCAL YOUTH AND ELDERS. CHNA MEMBERS, INCLUDING SEVERAL SOUTHCOAST STAFF, RECEIVED SPECIAL TRAINING TO CONDUCT THE INTERVIEWS, EXPANDING BOTH ITS CAPACITY AND CHNA'S CAPACITY TO ENGAGE IN ONGOING DIALOGUE WITH ITS COMMUNITIES. AS A RESULT OF THIS COLLABORATION SOUTHCOAST IS ABLE TO SHARE ITS RESULTS AT MONTHLY ASSESSMENT SUBCOMMITTEE MEETINGS AND WITH THE LARGER CHNA MEMBERSHIP WHICH HAS RESULTED IN A STRONGER AND MORE COLLABORATIVE AND STRATEGIC PLANNING PROCESS THAT TRULY REFLECTS THE NEEDS OF THE COMMUNITIES SERVED BY SOUTHCOAST. SOUTHCOAST'S COMMUNITY BENEFITS MANAGER PRESENTED THE SOUTHCOAST NEEDS ASSESSMENT ACTIVITIES AT A NUMBER OF REGIONAL FORUMS INCLUDING A STATEWIDE PREVENTION CONFERENCE BY THE DEPARTMENT OF PUBLIC HEALTH, A STATEWIDE CONFERENCE FOR LOCAL BOARDS OF HEALTH, AND A REGIONAL INTER-CHNA CONFERENCE. SOUTHCOAST'S NEEDS ASSESSMENT DATA WAS SHARED WITH AND UTILIZED BY: GREATER NEW BEDFORD ALLIES FOR HEALTH AND WELLNESS (CHNA 26), PARTNERS FOR A HEALTHIER COMMUNITY (CHNA 25), WAREHAM COMMUNITY SERVICES COLLABORATIVE, "VOICES FOR A HEALTHY SOUTHCOAST", WAREHAM BOYS AND GIRLS CLUB, NEW BEDFORD HEALTH DEPARTMENT, NEW BEDFORD HOUSING AUTHORITY, WAREHAM HEALTH DEPARTMENT, WAREHAM PUBLIC SCHOOLS NEW FAMILY COUNCIL PROJECT AND YMCA SOUTHCOAST. HIGHLIGHTS OF SOUTHCOAST'S NEEDS ASSESSMENT INCLUDE: (1) SIGNIFICANT DEMOGRAPHIC ISSUES INPACTING RESIDENTS' HEALTH, PARTICULARLY IN THE TWO MAJOR URBAN COMMUNITIES IN THE REGION, FALL RIVER AND NEW BEDFORD. RESIDENTS IN THESE COMMUNITIES GENERALLY HAVE LOWER INCOMES, LOWER EDUCATIONAL LEVELS AND HIGHER UNEMPLOYMENT THAN BOTH THE STATE AND REGION. RESIDENTS ALSO HAVE WORSE HEALTH INDICATORS IN A NUMBER OF AREAS PARTICULARLY CHRONIC DISEASES SUCH AS HEART DISEASE, DIABETES AND ASTHMA AND MATERNAL/CHILD HEALTH ISSUES INCLUDING HIGH RATES OF TEEN PREGNANCY. HIGH RATES OF CHRONIC DISEASE ARE RELATED TO RISK FACTORS SUCH AS AN EXTREMELY HIGH RATE OF OBESITY AND SMOKING. THE MAJORITY OF KEY INFORMANT INTERVIEWS AND FOCUS GROUP PARTICIPANTS EXPRESSED THE OPINION THAT HEALTH ISSUES IN THE REGION ARE DIRECTLY RELATED TO SOCIO-ECONOMIC ISSUES AND THAT HEALTH DISPARITIES EXIST AMONG RESIDENTS WHO EXPERIENCE POVERTY, LACK OF EDUCATION AND CULTURAL DIFFERENCES. (2) ACCESS TO HEALTH CARE IS A MAJOR ISSUE AS SEVERAL OF SOUTHCOAST'S COMMUNITIES HAVE SUFFERED DISPROPORTIONATELY WITH THE ECONOMIC DOWNTURN AND UNEMPLOYMENT IN COMMUNITIES LIKE FALL RIVER AND NEW BEDFORD IS MUCH HIGHER THAN THE REST OF THE STATE (12.5% VS 8% FOR THE STATE). THIS HAS RESULTED IN A NUMBER OF RESIDENTS LOSING THEIR HEALTH INSURANCE. DATA FROM THE BEHAVIORAL RISK FACTOR STATEWIDE SURVEY (BFRSS) INDICATES FEWER RESIDENTS IN SOUTHCOAST'S COMMUNITIES HAVE HEALTH INSURANCE THAN THE STATE AS A WHOLE (11.6% VS 7.6% FOR THE STATE). ALSO, A HIGHER PERCENTAGE OF RESIDENTS REPORT THE INABILITY TO SEE A PHYSICIAN DUE TO COST (10.5% VS 8% FOR THE STATE). (3) THE OVERALL CRIME RATE IN SOUTHCOAST'S COMMUNITIES WAS HIGHER THAN THE STATE, PARTICULARLY FOR VIOLENT CRIMES SUCH AS RAPE, AGGRAVATED ASSAULT AND BURGLARY WITH FALL RIVER AND NEW BEDFORD REPORTING SOME OF THE HIGHEST CRIME RATES IN THE STATE. NEW BEDFORD HAS THE HIGHEST RATE OF GUNSHOT/STABBING ASSAULTS IN THE STATE AND HAS A HIGHER FIREARMS-RELATED DEATH RATE THAN THE STATE (8.0 DEATHS PER 100,000 POPULATION VS 3.2 DEATHS FOR THE STATE). (4) SOUTHCOAST COMMUNITIES HAVE A HIGHER ADMISSION RATE FOR SUBSTANCE ABUSE THAN THE REST OF THE STATE, WITH FALL RIVER HAVING ONE OF THE HIGHEST RATES IN MASSACHUSETTS, AND A HIGHER PROPORTION OF OPIOID-RELATED EMERGENCY ROOM VISITS AND FATAL OVERDOSES (195.7% VS 181.1% FOR THE STATE) THAN THE STATE AS A WHOLE. IN TERMS OF RACE AND ETHNICITY, WHITE NON-HISPANIC RESIDENTS ARE MORE LIKELY THAN THOSE IN THE STATE OVERALL TO HAVE AN OPIOID-RELATED ER VISIT. SOUTHCOAST COMMUNITIES HAVE A HIGHER RATE OF SMOKING (22.8% VS 15.8%) THAN THE STATE, THE RESULT BEING HIGH RATES OF LUNG AND SMOKING RELATED CANCERS. (5) SOUTHCOAST COMMUNITIES REPORT HIGHER RATES OF CHRONIC DISEASES SUCH AS ASTHMA, DIABETES, HEART DISEASE, HIGH BLOOD PRESSURE. SOUTHCOAST'S ONGOING NEEDS ASSESSMENT PROCESS IS THE FOUNDATION OF A COMPREHENSIVE COMMUNITY BENEFITS PLAN THAT TARGETS AT RISK POPULATIONS IN THE SOUTHCOAST'S REGION WITH SERVICES AND COLLABORATIVE PROGRAMMING TO MAKE LASTING IMPROVEMENTS TO THE REGION'S HEALTH.
PART VI, LINE 3: FINANCIAL ASSISTANCE POLICY:SOUTHCOAST'S PATIENT FINANCIAL SERVICES (PFS) DEPARTMENT INFORMS AND EDUCATES, IN SEVERAL LANGUAGES APPROPRIATE TO ITS COMMUNITIES, ITS PATIENTS AND OTHER COMMUNITY RESIDENTS ABOUT THE TYPES OF ASSISTANCE AVAILABLE TO THEM. PFS STAFF PARTICIPATE IN NUMEROUS COMMUNITY OUTREACH PROJECTS AND EVENTS. PATIENTS PRESENTING FOR ANY TYPE OF SERVICE AT ANY POINT OF REGISTRATION WITHIN THE ORGANIZATION ARE PROVIDED WITH A FLYER INFORMING THEM WHERE TO CALL FOR FULL OR PARTIAL ASSISTANCE WITH THEIR BILLS. SIGNAGE IN THE MOST COMMON LANGUAGES IN SOUTHCOAST'S SERVICE AREAS ARE POSTED AT ALL POINTS OF REGISTRATION. IN ADDITION, THERE IS A NOTATION PRINTED ON PATIENT BILLS INFORMING THEM WHERE TO CALL FOR ASSISTANCE WITH THEIR BILL. ALSO, PFS STAFF IS LOCATED IN THE EMERGENCY DEPARTMENTS IN AN EFFORT TO REACH OUT TO UNINSURED AND UNDERINSURED PATIENTS THAT PRESENT TO THE EMERGENCY DEPARTMENT. PFS REPRESENTATIVES ALSO VISIT INPATIENTS, INSURED OR UNINSURED, WHO HAVE EXPRESSED THE INABILITY TO MAKE PAYMENT. ALL PATIENTS SCHEDULED FOR ELECTIVE SURGERY ARE REFERRED TO THE PFS DEPARTMENT BY SOUTHCOAST PRE-REGISTRATION STAFF IF THE PATIENT HAS EXPRESSED AN INABILITY TO PAY.
PART VI, LINE 4: COMMUNITY INFORMATION:SOUTHCOAST SERVES A DIVERSE REGION STRETCHING FROM THE SOUTHERN COAST OF MASSACHUSETTS, FROM RHODE ISLAND TO CAPE COD. THE REGION INCLUDES TWO LARGE, ECONOMICALLY DEPRESSED CITIES, FALL RIVER AND NEW BEDFORD, AND ALSO A LARGE TOWN, WAREHAM, WHICH EXPERIENCES MANY OF THE PROBLEMS OF THE TWO CITIES. SOUTHCOAST'S COMMUNITIES HAVE SIGNIFICANT ETHNIC DIVERSITY, MAINLY PORTUGUESE AND HISPANIC, WITH SUB-GROUPS OF AZOREAN, BRAZILIAN PORTUGUESE, PUERTO RICAN AND SOUTH AMERICAN HISPANIC IMMIGRANTS, INCLUDING A LARGE POPULATION OF MAYAN INDIAN IMMIGRANTS FROM GUATAMALA WITH A DIALECT THAT IS ENTIRELY ORAL IN TRADITION AND DOES NOT HAVE A WRITTEN ALPHABET. THE REGION HAS RACIAL DIVERSITY: 20% OF RESIDENTS IN NEW BEDFORD AND 14% OF RESIDENTS IN WAREHAM ARE AFRICAN AMERICAN, HISPANIC OR ASIAN. NEW BEDFORD HAS A HIGHER PERCENTAGE OF HISPANIC RESIDENTS THAN THE STATE. THE PERCENTAGE OF MINORITY RESIDENTS (HISPANIC, AFRICAN AMERICAN, AND ASIAN) IS PROJECTED TO GROW IN THE NEXT DECADE. A SIGNIFICANT NUMBER OF RESIDENTS IN THE REGION ARE UNDOCUMENTED IMMIGRANTS. THE DEMOGRAPHICS OF THE REGION ARE CHALLENGING. FALL RIVER AND NEW BEDFORD HAVE EXTREMELY HIGH PERCENTAGES OF RESIDENTS WHO NEVER GRADUATED FROM HIGH SCHOOL (39.2% AND 42.7% VS 37.8 FOR THE STATE), UNEMPLOYMENT RATES (11.7% AND 11.9%) THAT ARE SIGNIFICANTLY ABOVE THE STATE AVERAGE AND LOWER MEDIAN INCOMES IN FALL RIVER AND NEW BEDFORD. THE REGION'S LOWER EDUCATIONAL ATTAINMENT IS EXACERBATED BY A VERY HIGH HIGH SCHOOL DROPOUT RATE WHICH EXCEEDS 50% IN FALL RIVER AND NEW BEDFORD. PERSONS LIVING BELOW THE POVERTY LINE IN SOUTHCOAST'S COMMUNITIES FALL RIVER (21.3%), NEW BEDFORD (22.5%) AND WAREHAM (11.9%) EXCEED THE STATE AVERAGE (11.1%). THE PERCENTAGE OF MEDICAID RECIPIENTS IN SOUTHCOAST'S COMMUNITIES EXCEEDS THE STATE AVERAGE FOR PERSONS AGED 10-14 (17.9%) AND 15-19 (46.4%) AND THE PERCENTAGE OF MEDICAID RECIPIENTS IN FALL RIVER IS 31.8% AND 20.5%, IN NEW BEDFORD 44.8% AND 50% AND IN WAREHAM 24.8% AND 16.2% RESPECTIVELY.
PART VI, LINE 6: PROMOTION OF COMMUNITY HEALTH:THE MAJORITY OF SOUTHCOAST'S BOARD OF TRUSTEES IS COMPRISED OF PERSONS RESIDING IN SOUTHCOAST'S SERVICE AREA WHO ARE NEITHER EMPLOYEES NOR CONTRACTORS OF SOUTHCOAST. OF THE 16 BOARD MEMBERS, 15 ARE INDEPENDENT MEMBERS. SOUTHCOAST'S MEDICAL STAFF IS COMPRISED OF PHYSICIANS LOCATED IN 3 GEOGRAPHIC DIVISIONS: A FALL RIVER DIVISION, A NEW BEDFORD DIVISION AND A WAREHAM DIVISION. LOCATED IN EACH DIVISION IS AN ACUTE CARE HOSPITAL SITE: CHARLTON MEMORIAL IN FALL RIVER, ST. LUKE'S IN NEW BEDFORD AND TOBEY IN WAREHAM, COLLECTIVELY SOUTHCOAST. ANY PHYSICIAN LICENSED TO PRACTICE UNDER THE LAWS OF THE COMMONWEALTH OF MASSACHUSETTS AS A PHYSICIAN AND WHO HAS OTHERWISE QUALIFIED UNDER THE REQUIREMENTS OF THE SOUTHCOAST BYLAWS AND CORRESPONDING RULES AND REGULATIONS OF ITS MEDICAL-DENTAL STAFF OF THE APPLICABLE AFOREMENTIONED DIVISION OF SOUTHCOAST SHALL BE ELIGIBLE TO BE CONSIDERED BY THE BOARD OR TRUSTEES FOR MEMBERSHIP ON THE MEDICAL STAFF OF SOUTHCOAST. APPOINTMENT TO A DIVISION SHALL ENTITLE THE APPOINTEE TO PRIVELEGES ONLY AT SOUTHCOAST'S FACILTIES LOCATED IN THAT DIVISION. IN RECOGNITION OF SOUTHCOAST'S COMMITMENT TO IMPROVING THE HEALTH STATUS OF THE COMMUNITIES IT SERVES, ITS BOARD ESTABLISHED A COMMUNITY BENEFITS COMMITTEE TO ASSIST IN THE PROCESS OF: IDENTIFYING UNMET HEALTH NEEDS OF ITS COMMUNITIES BY WORKING IN COLLABORATION WITH THE RELEVANT COMMUNITY HEALTH NETWORKS ESTABLISHED BY THE MASSACHUSETTS DEPARTMENT OF HEALTH AND OTHER COMMUNITY REPRESENTATIVES AND PROVIDERS. PRIORITIZING THE IDENTIFIED HEALTH NEEDS, UTILIZING CRITERIA INCLUSIVE OF THE SEVERITY OF THE PROBLEM, THE AVAILABILITY OF ALTERNATIVE RESOURCES TO ADDRESS THE ISSUE, THE BENEFIT TO BE DERIVED AND THE POTENTIAL OF COLLABORATION WITH OTHERS TO ADDRESS THE NEED. IDENTIFYING WHICH NEEDS CAN MOST EFFECTIVELY BE MET THROUGH THE RESOURCES OF SOUTHCOAST, AND ITS AFFILIATED CORPORATIONS, PARTICULARLY THE NEEDS OF THE UNINSURED AND THE MEDICALLY UNDERSERVED NEEDING ENHANCED ACCESS TO CARE. COLLABORATING WITH LOCAL HEALTH PROVIDERS, HUMAN SERVICES AGENCIES,ADVOCACY GROUPS AND OTHER TO DEVELOP COOPERATIVE PLANS AND PROGRAMS TO ADDRESS PRESSING COMMUNITY HEALTH NEEDS. PROVIDING EDUCATIONAL RESOURCES TO EDUCATE THE COMMUNITY REGARDING HEALTH PROMOTION AND WELLNESS, PARTICULARLY TO ADDRESS HEALTH ISSUES THAT DISPROPORTIONATELY AFFECT THE SOUTH COAST. EDUCATIONAL INITIATIVES SHALL INCORPORATE RECOGNITION OF THE LINGUISTIC, CULTURAL AND DEMOGRAPHIC ASPECTS OF ACCESSING THE HEALTH CARE SYSTEM. RECOMMENDING TO THE SOUTHCOAST BOARD THE ADOPTION OF MEANINGFUL PROGRAMS AND SERVICES TO ADDRESS SPECIFICALLY UNMET NEEDS AND TO IMPROVE THE HEALTH OF THE COMMUNITY.
PART VI, LINE 7: AFFILIATED HEALTH CARE SYSTEM:SOUTHCOAST'S PARENT CORPORATION, SOUTHCOAST HEALTH SYSTEM, INC., (SYSTEM) IS A MASSACHUSETTS NON-PROFIT ORGANIZATION THAT OVERSEES AND COORDINATES A SERIES OF AFFILIATED CORPORATIONS THAT PROVIDE A VERY BROAD RANGE OF HEALTH CARE AND RELATED SERVICES TO THE COMMUNITIES OF SOUTHEASTERN MASSACHUSETTS AND ADJOINING COMMUNITIES IN RHODE ISLAND. THE SYSTEM'S PURPOSE IS TO IMPROVE THE HEALTH AND WELFARE OF THE SOUTHCOAST COMMUNITIES AND IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF ITS CHARITABLE AFFILIATES. SOUTHCOAST CURRENTLY OPERATES THREE ACUTE CARE HOSPITALS UNDER A SINGLE LICENSE IN FALL RIVER, NEW BEDFORD AND WAREHAM, MASSACHUSETTS. SOUTHCOAST PROVIDES A FULL RANGE OF INPATIENT AND OUTPATIENT, PRIMARY AND SECONDARY AND TERTIARY HEALTH CARE SERVICES.
MA	PART VI, LINE 7	REPORTS FILED WITH STATES

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
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	1	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (11 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
KEITH HOVAN
640000	0	174281	0	33469	0	14700	0	16655	0	879105	0	0	0
WILLIAM GRIGG
400540	0	77504	0	15159	0	14700	0	14762	0	522665	0	0	0
JOHN DAY
738000	0	200000	0	192215	0	14700	0	15693	0	1160608	0	0	0
LINDA BODENMANN
412549	0	79828	0	11450	0	14700	0	17605	0	536132	0	0	0
DAVID DEJESUS JR
237505	0	45957	0	6827	0	14700	0	1026	0	306015	0	0	0
GEORGE BEAUREGARD
360000	0	0	0	0	0	0	0	16655	0	376655	0	0	0
BARBARA MULVILLE
239821	0	46405	0	39437	0	14700	0	5783	0	346146	0	0	0
CHRISTOPHER BALDWIN
249600	0	53664	0	4542	0	14700	0	16626	0	339132	0	0	0
RONALD LAFLEUR
224023	0	30343	0	38170	0	14700	0	6702	0	313938	0	0	0
CAROL CONLEY
241667	0	29122	0	4338	0	9519	0	1027	0	285673	0	0	0
RONALD GOODSPEED MD
0	0	0	0	215121	0	0	0	0	0	215121	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReference	ExplanationExplanation
PART I, LINE 1A	THE CEO OF SHS AND THE FORMER PRESIDENT & CEO OF SOUTHCOAST ELECTED LOAN REGIME TREATMENT OF THEIR SPLIT-DOLLAR POLICIES. ANNUAL IMPUTED INCOME IS REPORTED ON EACH EXECUTIVE'S FORM W-2 AND IS SUBJECT TO FICA. THE CEO OF SHS IS PROVIDED WITH AN ANNUAL BONUS (CASH BONUS SUBJECT TO ALL EMPLOYMENT TAX WITHHOLDINGS) TO COVER THE INCOME TAXES ON THE IMPUTED INTEREST AMOUNT. THE FORMER PRESIDENT & CEO OF SOUTHCOAST RECEIVES A GROSSED UP AMOUNT TO COVER THE TAXES ON THE IMPUTED INTEREST AMOUNT.
PART I, LINE 4B	OFFICERS, DIRECTORS AND TRUSTEES WHO ARE EMPLOYEES OF 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. NO DISTRIBUTIONS FROM THE PLAN WERE MADE IN FISCAL 2011.
PART I, LINE 7	A PORTION OF EXECUTIVE'S CASH COMPENSATION IS AT RISK AND PAID VIA AN INCENTIVE PLAN IN WHICH EXECUTIVE AND ORGANIZATIONAL PERFORMANCE IS ASSESSED BY THE BOARD OF TRUSTEES AGAINST PRE-DETERMINED MEASURES.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
MASS HEALTH & EDUCATIONAL FACILITIES AUTHORITY
042456011	57586CDK8	2008-06-09	47365000	EXTINGUISH BRIDGE LOAN WITH BANK	0	0	0
MASS HEALTH & EDUCATIONAL FACILITIES AUTHORITY
042456011	57586C3S2	2009-10-07	56122025	CONSTRUCTION/RENOVATION ONCOLOGY CENTERS	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Total ProceedsTotalProceeds	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Working Capital ExpendituresWorkingCapitalExpenditures	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion
47365000	621954	46743046	0	0	0	0
56122025	1064650		0	0	1	1	56122025	2011

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI	Total Private Business UseTotalPrivateBusinessUse	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
0	0	0	0	1	0.00040	0.00210	0.00250	1
0	0	0	0	1				1

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Term Of HedgeTermOfHedge	Superintegrated HedgeSuperintegratedHedge	Hedge TerminatedHedgeTerminated	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate
GOLDMAN SACHS
0	1	1	29.000000000000	0	0	0	0	1
(no name)
0	0	0				0	0	1

Form990 Schedule K Part V Form990ScheduleKPartV

Field	Value	IRS element (for citing)
Identifier	PART II, LINE 9A	Identifier
Return Reference	WORKING CAPITAL EXPENDITURES FROM PROCEEDS	ReturnReference
Explanation	THE SERIES C BONDS WERE ISSUED FOR THE PURPOSE OF REPAYING A BRIDGE LOAN FROM A COMMERCIAL BANK MADE TO REFINANCE SOUTHCOAST'S SERIES B BONDS.	Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	WILLIAM KASDON MD	BusinessNameLine1

Field	Value	IRS element (for citing)
Relationship	FORMER TRUSTEE	Relationship
Amount Of Transaction	9128281	AmountOfTransaction
Description Of Transaction	SHAREHOLDER	DescriptionOfTransaction
Sharing Of Revenues	0	SharingOfRevenues

Form990 Schedule L Part V Form990ScheduleLPartV

Field	Value	IRS element (for citing)
Explanation	SOUTHCOAST ENGAGED THE SERVICES OF FIRST PHYSICIAN CORPORATION, A PROVIDER OF CONTRACTED EMERGENCY ROOM PHYSICIAN SERVICES. THE TOTAL AMOUNT PAID DURING CALENDAR YEAR 2010 WAS $9,128,281 WAS BASED ON THE CONTRACT AGREEMENT BEWTEEN SOUTHCOAST AND THIS GROUP WHICH WAS AT ARM'S LENGTH. WILLIAM KASDON, MD IS A FORMER TRUSTEE OF SOUTHCOAST AND IS A SHAREHOLDER IN FIRST PHYSICIAN CORPORATION.	Explanation

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	13	NumberOfContributions
Noncash Contribs Rptd F990	1503128	NoncashContribsRptdF990
Method Of Determining Revenues	COST / SELLING PRICE	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions	Noncash Contribs Rptd F990NoncashContribsRptdF990	Method Of Determining RevenuesMethodOfDeterminingRevenues
X	OTHER: ADVERTISING	1	5000	COST / SELLING PRICE
X	EVENT ITEMS	510	99166	COST / SELLING PRICE

Field	Value	IRS element (for citing)
Number Of8283 Received	0	NumberOf8283Received
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	1	ReviewProcessUnusualNCGifts
Third Parties Used	0	ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
FORM 990, PART I, LINE 1 AND PART III, LINE 1	SHG OWNS AND OPERATES THREE COMMUNITY BASED ACUTE CARE HOSPITALS: CHARLTON MEMORIAL HOSPITAL IN FALL RIVER, ST. LUKE'S HOSPITAL IN NEW BEDFORD AND TOBEY HOSPITAL IN WAREHAM, MA. SHG SERVES AS THE SAFETY NET PROVIDER TO A CULTURALLY DIVERSE AND ECONOMICALLY CHALLENGED REGION WITH GOVERNMENT SPONSORED PROGRAMS COVERING APPROXIMATELY 70% OF ITS PATIENTS. IN SOME COMMUNITIES, SHG IS THE SOLE PROVIDER OF HOSPITAL SERVICES AND IN ITS REGION THE SOLE PROVIDER OF ADVANCED CLINICAL SERVICES SUCH AS OPEN HEART SURGERY AND OTHER ADVANCED CARDIAC SERVICES, INPATIENT PSYCHIATRIC, MATERNITY AND NEONATAL INTENSIVE CARE SERVICES. SHG PROVIDES ADVANCED EMERGENCY CARE 24 HOURS PER DAY 7 DAYS A WEEK AT ALL THREE HOSPITALS.
FORM 990, PART III, LINE 3	DURING FISCAL 2011 SOUTHCOAST TRANSFERRED ITS HOSPICE AND HOME CARE LINE OF BUSINESS TO ITS AFFILIATE, SOUTHCOAST VISITING NURSE ASSOCIATION, INC., FORMERLY KNOWN AS VISITING NURSE ASSOCIATION OF SOUTHEASTERN MASSACHUSETTS, INC. REASONS FOR THE CONSOLIDATION WERE GROWTH, COST SAVINGS BY REDUCING DUPLICATIONS, ELIMINATING THE COMPETITION BETWEEN THESE RELATED NOT FOR PROFIT ORGANIZATIONS AND SERVICE AREA EXPANSION.	CHANGES IN PROGRAM SERVICES
	MEMBERS OF THE BOARD WITH THE DESIGNATION OF PRESIDENT EMERITUS OR TRUSTEES EMERITUS ARE NOT ENTITLED TO VOTE OR BE CONSIDERED FOR THE PURPOSES OF ESTABLISHING A QUORUM AT ANY MEETING OF THE BOARD OF TRUSTEES.	FORM 990, PART VI, SECTION A, LINE 1
	AMENDED AND RESTATED BYLAWS FOR SHG WERE APPROVED AT THE ANNUAL MEETING OF THE BOARD OF TRUSTEES OF SHG ON DECEMBER 14, 2010. A COPY OF THE AMENDED AND RESTATED BYLAWS ARE ATTACHED.	FORM 990, PART VI, SECTION A, LINE 4
	THE SOLE MEMBER OF SOUTHCOAST IS SOUTHCOAST HEALTH SYSTEM, INC.(SHS), A CHARITABLE ORGANIZATION ACTING THROUGH ITS BOARD OF TRUSTEES.	FORM 990, PART VI, SECTION A, LINE 6
	TRUSTEES ARE ELECTED AND REMOVED AND SHALL OTHERWISE SERVE AS SET FORTH IN THE BYLAWS OF ITS SOLE CORPORATE MEMBER, SHS.	FORM 990, PART VI, SECTION A, LINE 7A
	THE GOVERNANCE OF SOUTHCOAST IS VESTED IN THE BOARD OF TRUSTEES AND IT MAY EXERCISE ALL POWERS OF THE CORPORATION EXCEPT THOSE POWERS RESERVED TO SHS BY LAW, THE ARTICLES OF ORGANIZATION, OR SOUTHCOAST'S BYLAWS.	FORM 990, PART VI, SECTION A, LINE 7B
	FORM 990 AND ITS SCHEDULES ARE PRESENTED TO THE SOUTHCOAST BOARD DURING A REGULARLY SCHEDULED BOARD MEETING AND TRUSTEES ARE PROVIDED WITH A COMPLETE COPY WITH SUFFICIENT TIME TO REVIEW, MAKE INQUIRIES AND HAVE ANY ADJUSTMENTS MADE PRIOR TO FILING.	FORM 990, PART VI, SECTION B, LINE 11
FORM 990, PART VI, SECTION B, LINE 12C	SHS HAS A CONFLICT OF INTEREST, LEGAL COMPLIANCE AND CODE OF CONDUCT POLICIES THAT APPLY TO ALL TRUSTEES, OFFICERS, DIRECTORS AND VOLUNTEERS (REFERRED TO AS "MEMBERS"). THE PRESIDENT OF SHS IS RESPONSIBLE FOR INFORMING ALL MEMBERS OF THIS POLICY. THE CHAIRPERSON OF SHS'S BOARD IS RESPONSIBLE FOR MAKING AN INITIAL DETERMINATION AS TO WHETHER A POTENTIAL CONFLICT OF INTEREST 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 CHAIRPERSON OF SHS, THE MATTER IS TO BE REPORTED TO THE PRESIDENT OF SHS AND REFERRED AUTOMATICALLY TO SHS'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 CHAIRPERSON 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 WILL HAVE 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 REGARDING THE MATTER. THE MINUTES OF THE MEETING SHOULD 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 TO BE REVIEWED ANNUALLY BY THE BOARD AND IS TO BE ADVISED OF THE POLICY PRIOR TO SELECTION AS A MEMBER AND IS REQUIRED TO BE FILED 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 SENIOR EXECUTIVE TEAM (SET) IS ESTABLISHED USING THE FOLLOWING PROCEDURES: (1) REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE OF SHS WITHOUT THE INVOLVEMENT OF PERSONS WITH CONFLICT OF INTEREST IN RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE; (2) USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED HEALTH SYSTEMS. THE COMPENSATION COMMITTEE ENGAGED THE SERVICES OF AN INDEPENDENT HUMAN RESOURCES CONSULTING FIRM ("CONSULTANT") TO PROVIDE UPDATED COMPENSATION DATA AND ASSESS THE REASONABLENESS OF THE TOTAL COMPENSATION PROVIDED TO SOUTHCOAST EXECUTIVES. THIS INCLUDED RELATIVE COMPETITIVE MARKET PRACTICE INFORMATION FOR THE NORTHEAST REGION MARKET OBTAINED FROM TWO HEALTHCARE EXECUTIVE COMPENSATION SURVEYS THAT WERE PREPARED BY INDEPENDENT FIRMS. THE CONSULTANT ALSO COMPILED NATIONAL MARKET DATA FROM THREE COMMERCIALLY AVAILABLE HEALTHCARE EXECUTIVE COMPENSATION SURVEYS, PREPARED BY INDEPENDENT FIRMS; AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS.
FORM 990, PART VI, SECTION C, LINE 19	SOUTHCOAST MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY PROVIDING THEM UPON REQUEST.
FORM 990, PART XI, LINE 5:	NET UNREALIZED LOSSES ON INVESTMENTS: -17,653,317. NET ASSETS RELEASED FROM RESTRICTIONS FOR CAPITAL FAS 158 POSTRETIREMENT ADJUSTMENT 188,644. TRANSFERS TO AFFILIATE -450,337. CONTRIBUTIONS NEW PERPETUAL TRUSTS 3,619,664. NET ASSETS RELEASED FROM RESTRICTIONS FOR OPERATIONS -887,959. INVESTMENT INCOME AND REALIZED GAINS 2,219,170. TOTAL TO FORM 990, PART XI, LINE 5: -12,964,135.	CHANGES IN NET ASSETS OR FUND BALANCES:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (7 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 ST	NEW BEDFORD	MA	02740	042794625	SUPPORT SHG	MA	501(C)(3)	LINE 11, TYPE I: 509	N/A	0
SOUTHCOAST PHYSICIAN SERVICES INC
200 MILL RD STE 180	FARIHAVEN	MA	02719	222703314	PHYSICIAN SVCS	MA	501(C)(3)	LINE 9: 509(A)(2)	N/A	0
SOUTHCOAST PRIMARY CARE INC
200 MILL RD STE 180	FARIHAVEN	MA	02719	042985225	PHYSICIAN SVCS	MA	501(C)(3)	LINE 9: 509(A)(2)	N/A	0
SOUTHCOAST VENTURESINC
101 PAGE ST	NEW BEDFORD	MA	02740	043003172	PHYSICIAN SVCS, HEALTHCARE	MA	501(C)(3)	LINE 11, TYPE I: 509	N/A	0
CHARLTON LONG TERM CARE SERVICES INC
363 HIGHLAND AVE	FALL RIVER	MA	02720	043109579	SUPPORT SHG	MA	501(C)(3)	LINE 11, TYPE I: 509	N/A	0
SOUTHCOAST VISITING NURSE ASSOCIATIONINC
200 MILL RD	FAIRHAVEN	MA	02719	042105745	HOME CARE SVCS	MA	501(C)(3)	LINE 9: 509(A)(2)	N/A	0
SAINT LUKE'S NURSING HOME INC
101 PAGE ST	NEW BEDFORD	MA	02740	042984542	INACTIVE	MA	501(C)(3)	LINE 11, TYPE I: 509	N/A	0

Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)

Address Line1AddressForeign/AddressLine1	CityAddressForeign/City	Province Or StateAddressForeign/ProvinceOrState	CountryAddressForeign/Country	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile Foreign CountryLegalDomicileForeignCountry	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Type Of EntityTypeOfEntity	Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	Legal Domicile StateLegalDomicileState
COASTLINE PROFESSIONAL ASSURANCE CORP LTD
PO BOX 1085	CAYMAN ISLANDS	GRAND CAYMAN ISLANDS	CJ	980445031	INSURANCE	CJ	NO	C
SOUTHCOAST PHYSICIAN NETWORK INC
				450568782	IPA		NO	C	101 PAGE ST	NEW BEDFORD	MA	02740	MA
HEALTH MANAGEMENT INITIATIVES INC
				042998712	COMM RENTALS		NO	C	363 HIGHLAND AVE	FALL RIVER	MA	02720	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	0	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	1	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	1	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	1	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	0	PerformOfServicesByOtherOrgs
Sharing Of Facilities	0	SharingOfFacilities
Sharing Of Paid Employees	1	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