SOUTHCOAST HEALTH SYSTEM INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: SOUTHCOAST HEALTH SYSTEM INC (EIN 04-2794625)
Tax period: 2020-10-01 to 2021-09-30
Filed: 2022-08-15
IRS object ID: 202232279349304198
Schema version: 2020v4.1
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule F
Schedule H
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-08-15T17:08:26-05:00	ReturnTs
Tax Period End	2021-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PricewaterhouseCoopers LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	101 SEAPORT BLVD SUITE 500	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02210	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042794625	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHCOAST HEALTH SYSTEM INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% WADE BROUGHMAN	InCareOfNm
Business Name Control	SOUT	BusinessNameControlTxt
Phone	5089732905	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O ACCOUNTING DEPT 101 PAGE ST	AddressLine1Txt
City	NEW BEDFORD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02740	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WADE BROUGHMAN	PersonNm
Person Title	EXEC VP FIN & CFO	PersonTitleTxt
Phone	5089732905	PhoneNum
Signature	2022-08-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	WADE	PersonFirstNm
Person Last	BROUGHMAN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PAUL J TANIS	PreparerPersonNm
PTIN	P01441612	PTIN
Phone	6175305000	PhoneNum
Preparation	2022-08-08	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	RAYFORD KRUGER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O ACCTING DEPT 101 PAGE ST	AddressLine1Txt
City	NEW BEDFORD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02740	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$66,999,323	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SOUTHCOAST.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1986	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	THE MISSION OF SOUTHCOAST HEALTH SYSTEM (SHS) IS TO CARE FOR AND IMPROVE THE HEALTH AND PROMOTE THE WELLNESS OF THE INDIVIDUALS IN THE SHS COMMUNITIES. (SEE SCHEDULE O)	ActivityOrMissionDesc
Voting Members Governing Body	17	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	12	TotalVolunteersCnt
Total Gross UBI	-$10,742	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$54,870	CYContributionsGrantsAmt
PY Program Service Revenue	$27,894,794	PYProgramServiceRevenueAmt
CY Program Service Revenue	$27,055,410	CYProgramServiceRevenueAmt
PY Investment Income	$8,189,204	PYInvestmentIncomeAmt
CY Investment Income	$11,959,156	CYInvestmentIncomeAmt
PY Other Revenue	$33,510	PYOtherRevenueAmt
CY Other Revenue	$24,160	CYOtherRevenueAmt
PY Total Revenue	$36,117,508	PYTotalRevenueAmt
CY Total Revenue	$39,093,596	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$17,767,588	PYOtherExpensesAmt
CY Other Expenses	$13,918,414	CYOtherExpensesAmt
PY Total Expenses	$17,767,588	PYTotalExpensesAmt
CY Total Expenses	$13,918,414	CYTotalExpensesAmt
PY Revenues Less Expenses	$18,349,920	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$25,175,182	CYRevenuesLessExpensesAmt
Total Assets BOY	$188,009,896	TotalAssetsBOYAmt
Total Assets EOY	$230,534,649	TotalAssetsEOYAmt
Total Liabilities BOY	$24,664,725	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$17,960,669	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$163,345,171	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$212,573,980	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE MISSION OF SOUTHCOAST HEALTH SYSTEM (SHS) IS TO CARE FOR AND IMPROVE THE HEALTH AND PROMOTE THE WELLNESS OF THE INDIVIDUALS IN THE SHS COMMUNITIES. (SEE SCHEDULE O)	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$105	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$0	RevenueAmt
Desc	ORGANIZATIONAL OVERSIGHT - PROGRAM EXPENSES WERE INCURRED IN THE OVERALL MANAGEMENT OF SHG AND ITS AFFILIATES. STRATEGIC PLANNING, DEVELOPMENT AND THE COORDINATION OF SERVICES INVOLVING MULTIPLE AFFILIATES AND THE DEVELOPMENT OF PHYSICIAN MANPOWER IN THE MEDICALLY UNDERSERVED AREA OF SOUTHEASTERN MASSACHUSETTS WERE THE PRIMARY SERVICES PROVIDED.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$0	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$3,248,387	RevenueAmt
Desc	SOUTHCOAST BEHAVIORAL HEALTH - SOUTHCOAST HEALTH SYSTEM, THROUGH ITS INTEREST IN SOUTHCOAST BEHAVIORAL HEALTH (SBH), AIMS TO ADDRESS AN URGENT HEALTHCARE NEED OF THE COMMUNITY IT SERVES BY PROVIDING HIGH QUALITY MEDICAL CARE FOR COMMUNITY MEMBERS FACING BEHAVIORAL HEALTH ISSUES.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$10,863,666	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$18,096,555	RevenueAmt
Desc	SOUTHCOAST HEALTH NETWORK - SOUTHCOAST HEALTH SYSTEM, THROUGH ITS INTEREST IN SOUTHCOAST HEALTH NETWORK (SHN), AIMS TO PROVIDE NETWORK MANAGEMENT AND SUPPORT SERVICES TO PHYSICIANS AND OTHER MEDICAL PROFESSIONALS ASSOCIATED WITH THE SYSTEM.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$2,855,234	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$5,710,468	RevenueAmt
Desc	SOUTHCOAST ACCOUNTABLE CARE ORG - SEE SCHEDULE O	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$2,855,234	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$5,710,468	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$13,719,005	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	Yes (true)	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	Yes (true)	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	30	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	CJ	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	17	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	WADE BROUGHMAN	PersonNm
Phone	5089732905	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	101 PAGE STREET	AddressLine1Txt
City	NEW BEDFORD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02740	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
KEITH HOVAN
PRESIDENT & CEO	2.5	70.0	Yes (X)	Yes (X)	$0	$2,401,479	$340,416
WADE BROUGHMAN
TREASURER/ EVP FIN/ CFO	2.5	70.0		Yes (X)	$0	$1,187,178	$33,917
RENEE CLARK
ASSISTANT CLERK/ EVP/ COO	2.5	70.0		Yes (X)	$0	$898,909	$157,866
ILANA FEINERMAN MD
TRUSTEE (AS OF 1/2021)	1.5	44.5	Yes (X)		$0	$671,349	$27,132
JAMES WITKOWSKI MD
EX-OFFICIO (AS OF 1/2021)	1.5	44.5	Yes (X)		$0	$382,283	$46,661
GEORGINA NOUAIME MD
EX-OFFICIO (UNTIL 12/2020)	1.5	46.0	Yes (X)		$0	$385,755	$27,888
JOELY EDWARDS MD
TRUSTEE (from 1/2021-5/2021)	1.5	46.0	Yes (X)		$0	$351,059	$27,161
RONNIE BROWNSWORTH
FORMER PRESIDENT SHN	0.0	0.0			$0	$313,541	$27,333	Yes (X)
MELISSA ROSE GERGEL
FORMER VP OPS SHN	0.0	0.0			$0	$261,719	$19,788	Yes (X)
LORI DAKIN
ED BEHAVIORAL HEALTH SVCS SHN	40.0	0.0			$0	$188,495	$41,510		Yes (X)
PATRICK GANNON
OPS DIRECTOR SHN (UNTIL 7/21)	40.0	0.0			$0	$196,736	$29,625		Yes (X)
JAY S SCHACHNE MD
TRUSTEE	1.5	44.5	Yes (X)		$0	$206,265	$14,071
ROBERT TRIPP DO
TRUSTEE (UNTIL 12/2020)	1.5	44.5	Yes (X)		$0	$165,465	$16,074
KENNETH EUGENIO
MANAGER OF OPERATIONS SHN	40.0	0.0			$0	$135,645	$31,167		Yes (X)
PAMELA RAFFERTY
RN MED CARE MGT SHN	40.0	0.0			$0	$124,374	$41,420		Yes (X)
DAWN DAVIDIAN
RN MEDICAL CARE MGT SHN	40.0	0.0			$0	$126,433	$32,437		Yes (X)
SALMAN BASHIR MD
TRUSTEE	1.5	6.0	Yes (X)		$0	$700	$0
JASON RUA
TRUSTEE	1.5	7.0	Yes (X)		$0	$0	$0
LOUIS CABRAL
CHAIR	2.5	9.0	Yes (X)	Yes (X)	$0	$0	$0
JAMES JEROME COOGAN
CLERK	2.5	7.5	Yes (X)	Yes (X)	$0	$0	$0
W HUGH M MORTON
TRUSTEE	1.5	4.5	Yes (X)		$0	$0	$0
DENNIS J FUSCO
TRUSTEE	1.5	4.5	Yes (X)		$0	$0	$0
DONALD G GIUMETTI
VICE CHAIR	2.5	10.0	Yes (X)	Yes (X)	$0	$0	$0
ELIZABETH HUIDEKOPER
TRUSTEE	1.5	6.0	Yes (X)		$0	$0	$0
CHRISTOPHER HODGSON
TRUSTEE	1.5	4.5	Yes (X)		$0	$0	$0
HELENA DASILVA HUGHES
TRUSTEE	1.5	4.5	Yes (X)		$0	$0	$0
JONATHAN L ROUNDS
TRUSTEE	1.5	4.5	Yes (X)		$0	$0	$0
HEIDI A KOSTIN
TRUSTEE	1.5	4.5	Yes (X)		$0	$0	$0
CARMEN F SYLVESTER
TRUSTEE	1.5	4.5	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$7,997,385	TotReportableCompRltdOrgAmt
Total Other Compensation	$914,466	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Field	Value	IRS element (for citing)
Person	OPTIMUM HEALTHCARE IT LLC	PersonNm

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1525-8 THE GREEN WAT STE 100	AddressLine1Txt
City	JACKSONVILLE BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32250	ZIPCd

Field	Value	IRS element (for citing)
Services	IT CONSULTING/STAFF	ServicesDesc
Compensation	$174,616	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$54,870	AllOtherContributionsAmt
Total Contributions	$54,870	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
INTEREST IN SOUTHCOAST HEALTH NETWORK	561000	$18,096,555	$18,096,555
INTEREST IN SOUTHCOAST BEHAVIORAL HEALTH	621300	$3,248,387	$3,248,387
INTEREST IN SOUTHCOAST ACCOUNTABLE CARE ORGANIZATI	561000	$5,710,468	$5,710,468

Field	Value	IRS element (for citing)
Total Program Service Revenue	$27,055,410	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,449,337	TotalRevenueColumnAmt
Unrelated Business Revenue	-$10,742	UnrelatedBusinessRevenueAmt
Exclusion	$3,460,079	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$36,415,545	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$27,905,727	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$8,509,818	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,509,819	TotalRevenueColumnAmt
Exclusion	$8,509,819	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	FEDERAL TAXES	Desc
Business	900099	BusinessCd
Total Revenue Column	$24,160	TotalRevenueColumnAmt
Exclusion	$24,160	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$24,160	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$39,093,596	TotalRevenueColumnAmt
Related Or Exempt Func Income	$27,055,410	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$10,742	UnrelatedBusinessRevenueAmt
Exclusion	$11,994,058	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$178,213	TotalAmt
Management And General	$178,213	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$8,876,992	TotalAmt
Program Services	$8,876,992	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$45,562	TotalAmt
Program Services	$39,347	ProgramServicesAmt
Management And General	$6,215	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$131,090	TotalAmt
Program Services	$131,090	ProgramServicesAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$309,943	TotalAmt
Program Services	$301,586	ProgramServicesAmt
Management And General	$8,357	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$8,596	TotalAmt
Program Services	$8,596	ProgramServicesAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$3,050	TotalAmt
Program Services	$3,050	ProgramServicesAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$181,183	TotalAmt
Program Services	$181,183	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
INTERCOMPANY CONTRACTED	$4,174,362	$4,172,362	$2,000
PROF. DEVELOPMENT & FEES	$1,500	$1,500
MISCELLANEOUS FEES	$7,723	$3,099	$4,624
WASTE DISPOSAL	$200	$200	$0	$0

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$13,918,414	TotalAmt
Program Services	$13,719,005	ProgramServicesAmt
Management And General	$199,409	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$21,271,002	BOYAmt
EOY	$37,145,259	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,479,747	BOYAmt
EOY	$4,772,875	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$95,360	BOYAmt
EOY	$184,701	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,093,005	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$680,594	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$382,986	BOYAmt
EOY	$412,411	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$128,174,443	BOYAmt
EOY	$146,819,337	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$8,896,549	BOYAmt
EOY	$14,470,526	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$18,284,069	BOYAmt
EOY	$18,206,180	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$6,425,740	BOYAmt
EOY	$8,523,360	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$188,009,896	BOYAmt
EOY	$230,534,649	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$4,267,303	BOYAmt
EOY	$4,446,256	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$20,397,422	BOYAmt
EOY	$13,514,413	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$24,664,725	BOYAmt
EOY	$17,960,669	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$163,345,171	BOYAmt
EOY	$212,573,980	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$163,345,171	BOYAmt
EOY	$212,573,980	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$188,009,896	BOYAmt
EOY	$230,534,649	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$25,175,182	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$12,651,757	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$11,401,870	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Func Int	Yes (X)	SupportingOrgType3FuncIntInd
Supported Organizations	3	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (3 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
SOUTHCOAST HOSPITALS GROUP INC
222592333	3	Yes (true)	$0	$0
SOUTHCOAST PHYSICIANS GROUP INC
222703314	10	false	$79,022,685	$0
SOUTHCOAST VISITING NURSE ASSOCIATION INC
042105745	10	false	$0	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	3	SupportedOrganizationsTotalCnt
Support Sum	$79,022,685	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	false	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	false	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	false	SupportedOrgSectionC456Ind
Supported Org Not Organized US	false	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	false	OrganizationChangeSuprtOrgInd
Support Non Supported Org	false	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	false	ExcessBusinessHoldingsRulesInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	Yes (true)	TimelyProvidedDocumentsInd
Officers Close Relationship	Yes (true)	OfficersCloseRelationshipInd
Supported Org Voice Investment	Yes (true)	SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

Field	Value	IRS element (for citing)
Parent Supported Org	Yes (X)	ParentSupportedOrgInd
Appoint Elect Majority Officer	Yes (true)	AppointElectMajorityOfficerInd
Exercise Direction Policies	Yes (true)	ExerciseDirectionPoliciesInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 1

SOUTHCOAST HEALTH SYSTEM WAS ESTABLISHED IN 1986 TO BE THE PARENT ORGANIZATION OF A HEALTHCARE SYSTEM WHICH INCLUDES ITS SUPPORTED ORGANIZATIONS SOUTHCOAST HOSPITALS GROUP INC., SOUTHCOAST PHYSICIANS GROUP INC., AND SOUTHCOAST VISITING NURSE ASSOCIATION, INC. SOUTHCOAST HEALTH SYSTEMS' GOVERNING DOCUMENT STATES THAT IT SHALL OPERATE EXCLUSIVELY FOR THE BENEFIT OF SOUTHCOAST HOSPITALS GROUP, INC. AND ITS AFFILIATED ORGANIZATIONS, INCLUDING MEDICAL CENTERS, HEALTH CARE CENTERS, NURSING CENTERS, LABORATORIES, CLINICS, AND OTHER MEDICAL SURGICAL OR DENTAL FACILITIES, AND HOME HEALTH AGENCIES, IN THE CONDUCT OF THEIR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC FUNCTIONS.

FORM 990, SCHEDULE A, PART IV, SECTION D, LN 3 AND SECTION E LNS 3A AND 3B

SOUTHCOAST HEALTH SYSTEM IS THE PARENT OF A HEALTHCARE SYSTEM WHICH INCLUDES ITS SUPPORTED ORGANIZATIONS, SOUTHCOAST HOSPITALS GROUP INC., SOUTHCOAST PHYSICIANS GROUP INC., AND SOUTHCOAST VISITING NURSE ASSOCIATION, INC. SOUTHCOAST HEALTH SYSTEM ENGAGES IN THE OVERALL COORDINATION AND SUPERVISION OF EACH SUPPORTED ORGANIZATION. SOUTHCOAST HEALTH SYSTEM IS THE SOLE MEMBER OF EACH OF ITS SUPPORTED ORGANIZATIONS. UNDER THE BYLAWS OF EACH OF THE SUPPORTED ORGANIZATIONS, SOUTHCOAST HEALTH SYSTEM APPOINTS THE MEMBERS OF THE GOVERNING BOARD OF EACH SUPPORTED ORGANIZATION. UNDER THE BYLAWS OF EACH OF THE SUPPORTED ORGANIZATIONS CERTAIN DECISIONS AND POWERS ARE RESERVED EXCLUSIVELY TO SOUTHCOAST HEALTH SYSTEM AS THE SOLE MEMBER, INCLUDING A) AMENDMENT OF THE ARTICLES OF ORGANIZATION OF THE CORPORATION; B) AMENDMENT OF THESE BYLAWS; C) ELECTION OR REMOVAL OF A TRUSTEE; D) APPROVAL OF POLICIES RELATING TO THE CONTROL AND SUPERVISION OF THE INVESTMENT OF THE CORPORATION'S FUNDS, INCLUDING, BUT NOT LIMITED TO, THOSE FUNDS AND PROPERTIES WHICH MAY HAVE BEEN DONATED, BEQUEATHED OR DEVISED, OR GIVEN IN TRUST FOR THE LIMITED OR GENERAL USE OF THE CORPORATION; E) APPROVAL OF THE ADOPTION OF OR AMENDMENT TO ANY QUALIFIED BENEFIT PLAN (UNLESS THE TERMS OF THE PLAN REQUIRE APPROVAL OF THE BOARD OF TRUSTEES, IN WHICH CASE THE MEMBER SHALL ALSO APPROVE SUCH ACTION); F) APPROVAL OF THE ADOPTION OF OR AMENDMENT TO ANY NON-QUALIFIED BENEFIT PLAN; G) APPROVAL OF SYSTEM-WIDE QUALITY, PERFORMANCE AND CREDENTIALING STANDARDS AND PROCEDURES TO WHICH THE CORPORATION IS EXPECTED TO ADHERE; H) APPROVAL OF THE ACQUISITION OF ANOTHER ORGANIZATION THROUGH MERGER, CONSOLIDATION OR ACQUISITION; I) APPROVAL OF POLICIES AND PRACTICES RELATING TO REGULATORY COMPLIANCE AND METHODOLOGY FOR PHYSICIAN COMPENSATION ARRANGEMENTS AND APPROVAL OF ANY PARTICULAR ARRANGEMENT THAT MAY BE AN EXCEPTION TO SUCH POLICIES OR PRACTICES; J) ELECTION OR REMOVAL OF AN OFFICER OF THE CORPORATION; K) APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGET OF THE CORPORATION; L) APPROVAL OF THE MERGER, CONSOLIDATION, SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY OR ASSETS OF THE CORPORATION; M) APPROVAL OF THE CREATION OF ANY CORPORATION OF WHICH THE CORPORATION IS THE SOLE OR CONTROLLING MEMBER OR SOLE OR CONTROLLING SHAREHOLDER; THE MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION; AND THE REORGANIZATION, LIQUIDATION OR DISSOLUTION OF THE CORPORATION; N) APPROVAL OF LOANS BY THE CORPORATION, OR THE INCURRING OF ANY INDEBTEDNESS; O) APPROVAL OF UNBUDGETED EXPENDITURES OR ANY INCREASE IN ANY APPROVED ANNUAL OPERATING OR CAPITAL BUDGET, IN ACCORDANCE WITH THE CORPORATION'S SIGNATURE AUTHORITY POLICY IN EFFECT FROM TIME TO TIME; P) APPROVAL OF THE AFFILIATION OF THE CORPORATION WITH ANY OTHER ENTITY FOR THE PURPOSES OF THE JOINT CONDUCT OF BUSINESS OR OTHER PURPOSES, WHETHER IN THE FORM OF PARTICIPATION IN SAID ENTITY THROUGH THE HOLDING OF STOCK OR BY MEMBERSHIP OR IN THE FORM OF PARTNERSHIP, JOINT VENTURE, CO-TENANCY OR ANY OTHER FORM OF OWNERSHIP OR CONTROL; Q) APPROVAL OF ANY SALE, LEASE, EXCHANGE MORTGAGE OR OTHER DISPOSITION OR ACQUISITION OF REAL PROPERTY ON ANY REAL PROPERTY ASSETS OF THE CORPORATION; R) APPROVAL OF ADOPTION OR REVISIONS TO THE STRATEGIC PLAN; S) APPROVAL OF ANY COMMENCEMENT, CESSATION, LOCATION, RELOCATION OR CONSOLIDATION OF SIGNIFICANT CLINICAL SERVICES PROVIDED BY THE CORPORATION; T) APPROVAL OF A CHANGE IN TAX STATUS; U) APPROVAL OF FORMATION OR DISSOLUTION OF ANY CORPORATION SUBSIDIARY.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp
Land		LandGrp
Buildings		BuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$158,006	OtherCostOrOtherBasisAmt
Depreciation	$146,869	DepreciationAmt
Book Value	$11,137	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$934,999	OtherCostOrOtherBasisAmt
Depreciation	$533,725	DepreciationAmt
Book Value	$401,274	BookValueAmt

Field	Value	IRS element (for citing)
Other Land Buildings		OtherLandBuildingsGrp
Total Book Value Land Buildings	$412,411	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
MULTISTRATEGY HEDGE FUNDS	$10,961,409	F
PRIVATE EQUITY	$3,509,117	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$14,470,526	TotalBookValueSecuritiesAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
INVESTMENT IN CPAC	$407,999	C
INVESTMENT IN JOINT VENTURE	$13,686,507	C
INVESTMENT IN HMI	$3,512,548	C
INVESTMENT IN PREMIER	$599,126	C

Field	Value	IRS element (for citing)
Total Book Value Program Rltd	$18,206,180	TotalBookValueProgramRltdAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DUE TO AFFILIATES	$12,776,089
LEASE LIABILITY OPERATING	$738,324

Field	Value	IRS element (for citing)
Total Liability	$13,514,413	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2	FormAndLineReferenceDesc
Explanation	SHS ADOPTED FIN48 IN FISCAL YEAR 2008. THERE IS NO FOOTNOTE DISCLOSURE IN ITS FISCAL SEPTEMBER 30, 2021 CONSOLIDATED AUDITED FINANCIAL STATEMENTS SINCE THE ADOPTION OF FIN 48 WAS NOT MATERIAL.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	1	Program Services	CAPTIVE INSURANCE	$7,136,833
Central America and the Caribbean	0	Investments		$407,999
North America	0	Investments		$185,000

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	1	SubtotalEmployeesCnt
Total Office	0	TotalOfficeCnt
Total Employee	1	TotalEmployeeCnt
Subtotal Spent	$7,729,832	SubtotalSpentAmt
Total Spent	$7,729,832	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I	FormAndLineReferenceDesc
Explanation	EXPENDITURES PER REGION ARE REPORTED ON AN ACCRUAL BASIS, WHICH IS THE METHOD USED TO ACCOUNT FOR THEM IN THE ORGANIZATION'S BOOKS AND RECORDS.	ExplanationTxt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd
Percent200	Yes (X)	Percent200Ind
FPG Reference Discounted Care	Yes (true)	FPGReferenceDiscountedCareInd
Percent350	Yes (X)	Percent350Ind
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (true)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	Yes (true)	ExpensesExceedBudgetInd
Unable To Provide Care	false	UnableToProvideCareInd
Annual Community Bnft Report	Yes (true)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (true)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$92,303	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$92,303	NetCommunityBenefitExpnsAmt
Total Expense	0.00660	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,479,244	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$2,479,244	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,571,547	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$2,479,244	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$92,303	NetCommunityBenefitExpnsAmt
Total Expense	0.00660	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$50,588	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$50,588	NetCommunityBenefitExpnsAmt
Total Expense	0.00360	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$50,588	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$50,588	NetCommunityBenefitExpnsAmt
Total Expense	0.00360	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,622,135	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$2,479,244	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$142,891	NetCommunityBenefitExpnsAmt
Total Expense	0.01020	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense	$148,905	BadDebtExpenseAmt
Bad Debt Expense Attributable	$58,357	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$8,215,718	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$7,948,042	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	$267,676	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NORTHEAST BEHAVIORAL HEALTH LLC DBA	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	SOUTHCOAST BEHAVIORAL HEALTH 581 Fa	AddressLine1Txt
City	Corner Road Dartmouth	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02747	ZIPCd

Field	Value	IRS element (for citing)
Website Address	http://www.southcoastbehavioral.com/	WebsiteAddressTxt
State License	1055	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
Other	PSYCHIATRIC HOSPITAL	OtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHCOAST BEHAVIORAL HEALTH (SBH)	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	19	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (true)	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	Yes (true)	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	SEE SECTION C	OwnWebsiteURLTxt
Other Website	Yes (X)	OtherWebsiteInd
Other Website URL	SEE SECTION C	OtherWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Rpt Available Thru Other Method	Yes (X)	RptAvailableThruOtherMethodInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	19	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	SEE SECTION C	StrategyWebsiteURLTxt
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	200.	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	350.	FPGFamilyIncmLmtDscntCarePct
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Other Criteria	Yes (X)	OtherCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	SEE SECTION C	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	SEE SECTION C	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	SEE SECTION C	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Translated	Yes (X)	FAPTranslatedInd
Other Publicity	Yes (X)	OtherPublicityInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
Provided Written Notice	Yes (X)	ProvidedWrittenNoticeInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Look Back Medicare Private	Yes (X)	LookBackMedicarePrivateInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (14 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, SECTION B, LINE 3	IN MARCH 2015, SOUTHCOAST HEALTH SYSTEM ACQUIRED A 25% INTEREST IN NORTHEAST BEHAVIORAL, LLC, THAT OWNS A 120-BED PSYCHIATRIC HOSPITAL IN DARTMOUTH, MA, DOING BUSINESS AS SOUTHCOAST BEHAVIORAL HEALTH (SBH). SBH IS PART OF AN AFFILIATED HEALTH SYSTEM, SOUTHCOAST HEALTH SYSTEM, WHICH INCLUDES SOUTHCOAST HOSPITAL GROUP(SHG). SHG HAS A JOINT CHNA WITH SBH THAT IDENTIFIES COMMUNITY HEALTH NEEDS, INCLUDING BEHAVIORAL HEALTH NEEDS. SOUTHCOAST HEALTH SYSTEM COMMUNITY BENEFITS PROGRAM COORDINATES ACTIVITIES ACROSS ITS VARIOUS AFFILIATES.
PART V, SECTION B, LINE 5	SBH'S CHNA IS CONDUCTED WITH AFFILIATE SOUTHCOAST HOSPITALS GROUP, INC (SHG). IN OCTOBER 2019, SOUTHCOAST COMPLETED THE CONDUCTION OF A MAJOR, THREE-YEAR HEALTH NEEDS ASSESSMENT WITH A PARTICULAR FOCUS ON ADDRESSING HEALTH EQUITY ISSUES IN AND AROUND THE COMMUNITIES THAT WE SERVE. THE CHNA DOCUMENTS THE MAJOR DEMOGRAPHIC, SOCIOECONOMIC, AND HEALTH TRENDS AMONG SOUTH COAST RESIDENTS, WITH A FOCUS ON HEALTH CARE ACCESS, THE PHYSICAL ENVIRONMENT, HEALTH BEHAVIORS, CHILDREN'S HEALTH, AND HEALTH DISPARITIES. THE ANALYSIS IS ENHANCED BY QUALITATIVE DATA GATHERED THROUGH STAKEHOLDER INTERVIEWS, FOCUS GROUPS, AND SURVEYS OF COMMUNITY MEMBERS AND SERVICE PROVIDERS. THE GOAL OF THE ASSESSMENT IS TO INFORM DATA-DRIVEN OBJECTIVES AND STRATEGIES THAT CAN BE USED TO IMPROVE THE OVERALL HEALTH OF SOUTH COAST RESIDENTS. OUR NEEDS ASSESSMENT WAS CONDUCTED IN COLLABORATION WITH THE UNIVERSITY OF MASSACHUSETTS DARTMOUTH PUBLIC POLICY CENTER, WHO COMPLETED A RETROSPECTIVE ANALYSIS OF LOCAL, REGIONAL AND NATIONAL HEALTH AND DEMOGRAPHIC DATA. IN ADDITION TO HEALTH DATA ANALYSIS, WE ALSO CONDUCTED OVER 31 STAKEHOLDER INTERVIEWS WITH COMMUNITY PARTNER AND SERVICE PROVIDERS, 6 FOCUS GROUPS, A SURVEY FOR SERVICE PROVIDERS IN WHICH 142 PEOPLE WORKING IN A VARIETY OF HEALTHCARE SETTINGS AND PROFESSIONS COMPLETED AND A COMMUNITY MEMBER SURVEY, WHICH WAS COMPLETED BY 430 RESIDENTS OF THE SOUTH COAST AND ITS NEIGHBORING COMMUNITIES. STAKEHOLDER INTERVIEWS: FALL RIVER EMS GATEHOUSE MEDIA NEW ENGLAND FATHER BILL'S AND MAINSPRING NEW BEDFORD FIRE DEPARTMENT NEW BEDFORD POLICE DEPARTMENT WAREHAM POLICE DEPARTMENT COMMUNITY ECONOMIC DEVELOPMENT CENTER NEW BEDFORD FISHING PARTNERSHIP COMMISSION FOR CITIZENS WITH DISABILITIES CAPE VERDEAN ASSOCIATION OLD ROCHESTER REGIONAL SCHOOL DISTRICT PLYMOUTH COUNTY DISTRICT ATTORNEY'S OFFICE ACHUSHNET COUNCIL ON AGING COMMUNITY HEALTH CONSULTANT JUNIOR ACHIEVEMENT OF SOUTHEASTERN MA ST. LUKE'S HOSPITAL STEPPINGSTONE, INC. FALL RIVER WIC CHILDREN'S ADVOCACY CENTER OF BRISTOL COUNTY NEW BEGINNINGS, SOUTHCOAST HEALTH INTERCHURCH COUNCIL OF GREATER NEW BEDFORD BOYS AND GIRLS CLUB OF NEW BEDFORD AND WAREHAM CHARLTON MEMORIAL HOSPITAL GREATER NEW BEDFORD COMMUNITY HEALTH CENTER UNITED NEIGHBORS OF FALL RIVER FOCUS GROUPS: 1. CONSISTED OF WAREHAM-BASED SERVICE PROVIDERS REPRESENTING A WIDE RANGE OF CARE SETTINGS AND HEALTH CARE PROFESSIONALS. 2. A SUPPORT GROUP FOR CANCER SURVIVORS AND THEIR FAMILY MEMBERS FROM ACROSS THE REGION AT THE SOUTHCOAST CANCER CENTER IN FAIRHAVEN. 3. CONDUCTED AS PART OF THE MENTAL HEALTH PROVIDERS NETWORK'S REGULAR MEETING. MEMBERS INCLUDE MENTAL HEALTH PROFESSIONALS WORKING IN A VARIETY OF SETTINGS THROUGHOUT THE GREATER NEW BEDFORD REGION. 4. PRIMARY SPANISH-SPEAKING RESIDENTS OF THE NORTH END OF NEW BEDFORD. CONVENED BY THE COMMUNITY ECONOMIC DEVELOPMENT CENTER OF NEW BEDFORD. 5. CONSISTED OF FAMILIES WHO HAVE ENGAGED WITH PROGRAMMING PROVIDED BY THE UNOTED WAY OF GREATER NEW BEDFORD'S FAMILY RESOURCE & DEVELOPMENT CENTER. THE GROUP WAS VERY RACIALLY AND ETHNICALLY DIVERSE AND MULTIGENERATIONAL. 6. CONSISTED OF COMMUNITY MEMBERS AND SERIVCE PROVIDERS WORKING IN GREATER FALL RIVER. CONVENED BY REPRESENTATIVE CAROLE FIOLA AS PART OF HER REGULAR "COFFEE WITH CAROLE" EVENT.
PART V, SECTION B, LINE 6A	THE CHNA FOR SBH WAS CONDUCTED JOINTLY WITH AFFILIATE SOUTHCOAST HOSPITALS GROUP, INC WHO OPERATES THREE HOSPITAL FACILITIES, ST LUKE'S HOSPITAL IN NEW BEDFORD, MA, CHARLTON MEMORIAL HOSPITAL IN FALL RIVER, MA, AND TOBEY HOSPITAL IN WAREHAM, MA.
PART V, SECTION B, LINE 6B	AFFILIATE SOUTHCOAST HOSPITALS GROUP, INC. COLLABORATES WITH UNIVERSITY OF MASSACHUSETTS DARTMOUTH PUBLIC POLICY CENTER IN PREPARING THE CHNA.
PART V, SECTION B, LINE 7A	HTTPS://WWW.SOUTHCOASTBEHAVIORAL.COM/ABOUT/COMMUNITY-HEALTH-NEEDS-ASSESSME NT
PART V, SECTION B, LINE 7C	HTTPS://WWW.SOUTHCOAST.ORG/COMMUNITY-BENEFITS/COMMUNITY-BENEFITS-REPORTING /
PART V, SECTION B, LINE 7D	OUR NEEDS ASSESSMENT IS WIDELY SHARED WITH COMMUNITY PARTNERS AND IS OFTEN USED IN GRANT WRITING AND COLLABORATIVE STRATEGIC PLANNING. IN FY21, OUR NEEDS ASSESSMENT DATA WAS SHARED WITH AND UTILIZED BY: GREATER NEW BEDFORD ALLIES FOR HEALTH AND WELLNESS (CHNA 26), PARTNERS FOR A HEALTHIER COMMUNITY (CHNA 25), NEAR NORTH END ALLIANCE, WAREHAM COMMUNITY SERVICES COLLABORATIVE, BMC HEALTHNET PLAN, COASTAL FOODSHED, LAUNDRY OF LOVE, GREATER NEW BEDFORD COMMUNITY HEALTH CENTER, LEADERSHIP SOUTHCOAST, AGE FRIENDLY NEW BEDFORD, BOYS AND GIRLS CLUB OF GREATER NEW BEDFORD, NEW BEDFORD HEALTH DEPARTMENT, FALL RIVER HEALTH DEPARTMENT, WAREHAM HEALTH DEPARTMENT, NEW BEDFORD HOUSING AUTHORITY, SUBSTANCE EXPOSED NEWBORN COMMITTEE OF SE MA, WAREHAM PUBLIC SCHOOLS' BEYOND SCHOOL TIME, YMCA SOUTHCOAST, HOMELESS SERVICE PROVIDERS NETWORK.
PART V, SECTION B, LINE 10A	HTTPS://WWW.SOUTHCOASTBEHAVIORAL.COM/ABOUT/COMMUNITY-HEALTH-NEEDS-ASSESSME NT
PART V, SECTION B, LINE 11	OUR CURRENT STRATEGIC ACTION PLAN IS BASED ON THE COMMUNITY HEALTH NEEDS ASSESSMENT COMPLETED IN 2019 WITH AFFILIATE SHG. THROUGH THE NEEDS ASSESSMENT PROCESS, SOUTHCOAST, IN COLLABORATION WITH COMMUNITY STAKEHOLDER, IDENTIFIED FOUR PRIORITIES TO ADDRESS THE MOST PRESSING HEALTH NEEDS OF THE COMMUNITY. THESE PRIORITIES ARE: 1. CHRONIC DISEASE, PREVENTION & TREATMENT: REDUCTION OF THE HIGH RATE OF CHRONIC DISEASE (INCLUDING DIABETES, ASTHMA, CANCER, AND OTHER DISEASES) IN OUR REGION. 2. EDUCATIONAL ATTAINMENT & INCOME: ENHANCEMENT OF SOUTH COAST RESIDENT'S EMPLOYMENT SKILLS, INCREASED JOB OPPORTUNITIES AND ACCESS TO EDUCATION. MINIMIZATION OF THE SKILLS GAP ACROSS ALL SECTORS THROUGH ASSISTING ADULTS CONTINUE OR EXPAND THEIR EDUCATIONAL ATTAINMENT (EX. A HIGH SCHOOL DIPLOMA OR CERTIFICATE), AND TO ASSIST ADULTS FURTHER THEIR SKILLS/ADVANCE IN THEIR CAREERS THROUGH ADDITIONAL JOB TRAINING AND READINESS SKILLS. INCREASE EARLY LITERACY BY BOOSTING ENROLLMENT AND ACCESS TO EARLY HEAD START AND PRESCHOOL PROGRAMS. REDUCING HEALTH DISPARITIES INCLUDING RACIAL AND ETHNIC DISPARITIES, INCOME-BASED DISPARITIES, AND EDUCATION-BASED DISPARITIES. ONE OTHER ASPECT OF THIS IS INCREASING ACCESS TO HEALTH CARE FOR VULNERABLE POPULATIONS THROUGH INSURANCE ENROLLMENT AND OUTREACH AND CREATING INNOVATIVE APPROACHES TO POPULATION HEALTH, I.E. IMPROVING HEALTH AND WELLNESS FOR DEFINED POPULATIONS SUCH AS SPECIFIC DEMOGRAPHIC OR GEOGRAPHIC GROUPS. 3. HOUSING & HOMELESSNESS: THE DEVELOPMENT OF PROGRAMS AND SERVICES THAT SUPPORT THE REDUCTION OF HOMELESSNESS IN OUR REGION INCLUDING STRATEGIES FOR INCREASED COLLABORATION AMONG AGENCIES SERVING HOMELESS RESIDENTS. 4. BEHAVIORAL HEALTH: BEHAVIORAL HEALTH ISSUES THAT INCLUDE SUBSTANCE ABUSE AND MENTAL HEALTH, INCLUDING IMPROVED COORDINATION OF BEHAVIORAL HEALTH PROVIDERS AND SYSTEMS. MATERNAL AND CHILDREN'S HEALTH, INCLUDING FETAL AND INFANT HEALTH, ABUSE AND NEGLECT, HOSPITALIZATIONS, SUBSTANCE ABUSE, HEALTHY WEIGHT, AND MORTALITY. 5. ENVIRONMENTAL HEALTH & WELLNESS: DEVELOPMENT OF HEALTHY "SYSTEM AND ENVIRONMENT" CHANGE, INCLUDING HEALTHY FOOD OPTIONS, INCREASED ACCESS TO FREE AND LOW-COST OPPORTUNITIES FOR ACTIVE LIVING, SUCH AS PUBLIC PARKS, BIKE TRAILS ETC., AND REDUCTION IN THE HIGH RATE OF SMOKING IN OUR COMMUNITIES. REDUCTION IN THE INCIDENCE OF YOUTH RISK BEHAVIORS SUCH AS TEEN VIOLENCE, HIGH RATES OF TEEN PREGNANCY AND SUBSTANCE ABUSE. INCREASING EMERGENCY PREPAREDNESS IN OUR CITIES AND TOWNS, INCLUDING BASIC INFRASTRUCTURE EQUIPMENT. ALL ACTIVITIES OF COMMUNITY BENEFITS ARE COMPLETED ALONG WITH AFFILIATE SHG IN ACCORDANCE WITH THESE PRIORITIES AND INCLUDE: CONDUCTING ONGOING COMMUNITY HEALTH NEEDS ASSESSMENTS, SHG AWARDING COMMUNITY BENEFITS IMPACT OPPORTUNITY GRANTS TO COMMUNITY ORGANIZATIONS WORKING ON PROJECTS ALIGNED WITH CHNA PRIORITIES, COALITION-BUILDING, AND COLLABORATING WITH COMMUNITY PARTNERS IN THE PLANNING, IMPLEMENTING, MONITORING AND EVALUATING OF COMMUNITY BENEFITS PROGRAMS AS DESCRIBED BELOW. SMOKING CESSATION AND PREVENTION, COMMUNITY HEALTH WORKER PROJECTS, MATERNAL CHILD HEALTH EDUCATION AND OUTREACH, HEALTH ACCESS OUTREACH, BEHAVIORAL HEALTH/SUBSTANCE USE INTERVENTION, HEALTHY SYSTEM AND ENVIRONMENT CHANGE, MOBILE HEALTH VAN, CANCER SCREENINGS AND OUTREACH, COALITIONS TO END AND PREVENT HOMELESSNESS, ECONOMIC OPPORTUNITY. TO ADDRESS NEEDS, TARGET POPULATIONS ARE DETERMINED BY OUR COMPREHENSIVE HEALTH NEEDS ASSESSMENT AND ARE REVIEWED ON AN ANNUAL BASIS. OUR FY21 TARGET POPULATIONS INCLUDED: - SOUTH COAST RESIDENTS WHO SUFFER DISPROPORTIONATELY FROM CHRONIC DISEASE SUCH AS CARDIOVASCULAR DISEASE, DIABETES, CANCER AND RESPIRATORY DISEASE. PARTICULAR FOCUS IS GIVEN TO RESIDENTS WHO EXPERIENCE BARRIERS TO CARE DUE TO LANGUAGE, CULTURE, RACE, INCOME OR EDUCATION. - AREA YOUTH WHO ARE AT HIGH RISK FOR PROBLEMS SUCH AS TEEN PREGNANCY, VIOLENCE, SUBSTANCE ABUSE, LACK OF EDUCATIONAL ATTAINMENT AND OTHER RISKY BEHAVIORS THAT AFFECT HEALTH AND WELLBEING. THIS INCLUDES GAY/LESBIAN/BISEXUAL/TRANSGENDER (GLBT) YOUTH. - RESIDENTS WHO LACK ACCESS TO REGULAR PRIMARY HEALTH CARE DUE TO LACK OF HEALTH INSURANCE OR OTHER BARRIERS. - RESIDENTS AND THEIR FAMILIES WHO ARE IMPACTED BY MENTAL/BEHAVIORAL HEALTH ISSUES, INCLUDING SUBSTANCE USE DISORDER, PARTICULARLY THOSE WHO EXPERIENCE BARRIERS TO OR BREAKS IN CARE AND ARE FORCED TO RELY ON THE SOUTHCOAST EMERGENCY DEPARTMENT FOR REGULAR CARE. - AREA BOARDS OF HEALTH, EMERGENCY MEDICAL SERVICES AND OTHER MUNICIPAL AGENCIES WHOSE PROGRAMS IMPACT A NUMBER OF ASPECTS OF HEALTH FOR THEIR RESIDENTS, AND WHO HAVE EXPERIENCED SEVERE BUDGET CUTS THAT HAVE IMPACTED THESE PROGRAMS. THIS MAY INCLUDE SMOKING CESSATION AND PREVENTION, CHRONIC DISEASE MANAGEMENT AND EMERGENCY PREPAREDNESS. - PUBLIC HOUSING RESIDENTS, WHO SUFFER DISPROPORTIONATELY FROM HEALTH DISPARITIES AND HAVE HIGH RATES OF UNHEALTHY RISK FACTORS INCLUDING SMOKING, OBESITY AND HYPERTENSION. - HOMELESS RESIDENTS ON THE SOUTH COAST, PARTICULARLY IN THE TOWN OF WAREHAM, WHERE THE RATE OF UNSHELTERED HOMELESS EXCEEDS OTHER TOWNS IN THE REGION AND APPROACHES SOUTH COAST CITIES THAT HAVE FIVE TIMES THE POPULATION. - THOSE IN OUR COMMUNITIES WHO EXPERIENCE HEALTH DISPARITIES DUE TO RACIAL, ETHNIC OR ECONOMIC FACTORS. THESE INCLUDE RESIDENTS FOR WHOM ENGLISH IS NOT A FIRST LANGUAGE, ESPECIALLY UNDOCUMENTED IMMIGRANTS. IN FY2021 WE WORKED WITH THE LIMITED TO NON-ENGLISH SPEAKING COMMUNITIES TO CREATE ACCESS TO AND PROVIDE EDUCATION ABOUT COVID-19 TESTING AND VACCINATION. - THE FISHING COMMUNITY IN NEW BEDFORD, WHO EXPERIENCE HIGHER RATES OF CHRONIC HEALTH ISSUES DUE TO BARRIERS TO HEALTH ACCESS AND CARE. - ADOLESCENTS, YOUTH AND FAMILIES/CAREGIVERS IN THE REGION WHO ARE AT A HIGHER RISK OF SOCIAL AND ECONOMIC FACTORS THAT WILL IMPACT THEIR LONG-TERM HEALTH OUTCOMES.
PART V, SECTION B, LINE 13H	SBH GRANTS FAP ELIGIBILITY FOR PERSONS WITH ANY TYPE OF MEDICAID.
PART V, SECTION B, LINE 16A	HTTP://WWW.SOUTHCOASTBEHAVIORAL.COM/ADMISSIONS/FINANCIAL-ASSISTANCE-POLICY
PART V, SECTION B, LINE 16B	HTTP://WWW.SOUTHCOASTBEHAVIORAL.COM/ADMISSIONS/FINANCIAL-ASSISTANCE-POLICY
PART V, SECTION B, LINE 16C	HTTP://WWW.SOUTHCOASTBEHAVIORAL.COM/ADMISSIONS/FINANCIAL-ASSISTANCE-POLICY
PART V, SECTION B, LINE 16J	THE HOSPITAL EMPLOYED FINANCIAL COUNSELOR MEETS WITH EVERY PATIENT THAT IS IDENTIFIED THAT MAY HAVE A FINANCIAL OBLIGATION, AND REVIEWS THE POLICY AND OFFERS FINANCIAL ASSISTANCE TO ALL PATIENTS TO DETERMINE IF THEY QUALIFY FOR CHARITY.

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 3C	In furtherance of its charitable purposes, the Hospital will provide both (i) emergency treatment to any person requiring such care; and (ii) medically necessary behavioral healthcare services to patients who are permanent residents of the Commonwealth of Massachusetts (and others on a case-by-case basis) who meet the conditions and criteria set forth in the financial assistance policy; in each case, without regard to the patients' ability to pay for such care. It is the policy of the Hospital to provide financial assistance (care either for free or at discounted rates) to persons or families where: (i) there is limited or no health insurance available; (ii) the patient fails to qualify for governmental assistance (for example, Medicare or Medicaid); (iii) the patient cooperates with the Hospital in providing the requested information demonstrating financial need, or other facts and circumstances readily demonstrate financial need; and (iv) the Hospital makes an administrative determination that financial assistance is appropriate based on the patient's ability to pay (as established by family income or based on criteria demonstrating presumptive eligibility) and the size of the patient's medical bills. After the Hospital determines that a patient is eligible for financial assistance, the Hospital will determine the amount of financial assistance available to the patient by utilizing the Financial Assistance Guidelines. The Guidelines reflect family income levels tied to the most recent Federal Poverty Guidelines, and establish corresponding discount percentages. The Guidelines are adjusted annually to reflect the annual update to the Federal Poverty Guidelines, and to adjust the corresponding discount percentages to ensure that, in all cases, a patient determined to be eligible for financial assistance will not be billed more than the amounts generally billed by the Hospital for the same emergency or medically necessary behavioral health services to individuals who have insurance covering such care. In cases where third-party coverage (including private insurance or payment by governmental program) is nonexistent or likely to be inadequate, the Financial Counselor will inform the patient of the availability of Financial Assistance. Patients seeking financial assistance will be asked to complete the Financial Assistance Application. Once a completed Financial Assistance Application is received, the Financial Counselor will review the application and forward it to the Business Office Director. Patients who are determined to be presumptively eligible will be processed for financial assistance without need for completion of the Financial Assistance Application.
PART I, LINE 6A	SOUTHCOAST HEALTH SYSTEM, INC., THROUGH ITS INTEREST IN SOUTHCOAST BEHAVIORAL HEALTH, JOINTLY CONDUCTED ITS CHNA WITH AFFILIATE SOUTHCOAST HOSPITALS GROUP, INC.
PART I, LINE 7	AMOUNTS REPORTED IN PART I, LINE 7 WERE DERIVED USING THE ACTUAL COST OF SERVICES PROVIDED BASED ON THE TOTAL COST-TO-CHARGE RATIO DERIVED FROM SBH'S MEDICARE COST REPORT.
PART I, LINE 7, COLUMN F	IN MARCH 2015, THE SOUTHCOAST ACQUIRED A 25% INTEREST IN NORTHEAST BEHAVIORAL, LLC, WHICH OWNS A 120-BED PSYCHIATRIC HOSPITAL DOING BUSINESS AS SOUTHCOAST BEHAVIORAL HEALTH (SBH). SOUTHCOAST HEALTH SYSTEM'S INTEREST IN SBH IS RECORDED UNDER THE EQUITY METHOD OF ACCOUNTING IN SOUTHCOAST HEALTH SYSTEM'S CONSOLIDATED FINANCIAL STATEMENTS. AMOUNTS REPORTED IN PART I, LINE 7 REPRESENT SOUTHCOAST HEALTH SYSTEM'S ALLOCABLE SHARE OF SBH'S TOTAL COMMUNITY BENEFIT EXPENSES AND DIRECT OFFSETTING REVENUE. THE DENOMINATOR USED TO CALCULATE THE COMMUNITY BENEFIT PERCENT OF TOTAL EXPENSE IN PART I, LINE 7, COLUMN (F), REPRESENTS SOUTHCOAST HEALTH SYSTEM'S ALLOCABLE SHARE OF SBH'S TOTAL EXPENSE (EXCLUDING BAD DEBT EXPENSE), PLUS SOUTHCOAST HEALTH SYSTEM'S TOTAL FUNCTIONAL EXPENSE AS REPORTED IN PART IX. AMOUNTS REPORTED IN PART III REPRESENT SOUTHCOAST HEALTH SYSTEM'S ALLOCABLE SHARE OF SBH'S MEDICARE AND BAD DEBT AMOUNTS.
PART III, LINE 2	BAD DEBT EXPENSE IS A COMBINATION OF RESERVES BASED ON THE AGE OF THE ACCOUNT, AND ACTUAL WRITE-OFFS OF BALANCES DETERMINED UNCOLLECTIBLE IN ACCORDANCE WITH THE BUSINESS OFFICE POLICIES OF SBH. AFDA IS RESERVED FOR AS BAD DEBT EXPENSE IS A COMBINATION OF RESERVES BASED ON THE AGE OF THE ACCOUNT, AND ACTUAL WRITE-OFFS OF BALANCES DETERMINED UNCOLLECTIBLE IN ACCORDANCE WITH THE BUSINESS OFFICE POLICIES OF SBH. AFDA IS RESERVED FOR AS FOLLOWS: 35% OF ALL MEDICARE DEDUCTIBLES/COINSURANCE, 100% OF SELF-PAY, REGARDLESS OF AGE, 0% OF 0 - 90 DAY INSURANCE, 10% OF 91-120 DAY INSURANCE, 20% OF 121-150 DAY INSURANCE, 75% OF 151-180 DAY INSURANCE, AND 100% OF >180 DAY INSURANCE. ADDITIONALLY, 65% OF MEDICARE BAD DEBT WRITE OFFS ARE RECOVERABLE ON THE MEDICARE COST REPORT AND AS SUCH THEY ARE RECORDED AS AN OFFSET TO BAD DEBT EXPENSE.
PART III, LINE 3	PER SOUTHCOAST'S ASSESSMENT OF THE COMMUNITY IT SERVES, A CERTAIN PERCENTAGE OF THE POPULATION WOULD QUALIFY FOR FINANCIAL ASSISTANCE BUT DO NOT APPLY. DUE TO THIS SOUTHCOAST CONSIDERS THIS AMOUNT OF BAD DEBT AS A COMMUNITY BENEFIT EXPENSE.
PART III, LINE 4	FOOTNOTE 2 BEGINNING ON PAGE 7 OF THE ATTACHED CONSOLIDATED FINANCIAL STATEMENTS RELATES TO ALLOWANCE FOR DOUBTFUL ACCOUNTS AND BAD DEBTS.
PART III, LINE 8	THE COSTING METHODOLOGY USED TO DETERMINE ALLOWABLE COSTS IS BASED ON THE ACTUAL COST OF SERVICES PROVIDED BASED ON THE TOTAL COST-TO-CHARGE RATIO DERIVED FROM SBH'S MEDICARE COST REPORT.
PART III, LINE 9B	IN THE EVENT THAT A PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE BUT FAILS TO TIMELY PAY ANY REMAINING BALANCE DUE (INCLUDING, IF APPLICABLE, PER THE TERMS OF THE AGREED-UPON PAYMENT PLAN), SOUTHCOAST MAY TAKE ANY OF THE ACTIONS SET FORTH IN THE HOSPITAL'S BILLING AND COLLECTION POLICY, INCLUDING SENDING REMAINING SELF-PAY BALANCES TO A THIRD PARTY COLLECTION AGENCY WITHIN 90-120 DAYS OF PATIENT'S DISCHARGE DATE. CONSISTENT WITH THE BILLING AND COLLECTION POLICY, THE HOSPITAL WILL NOT UNDERTAKE ANY EXTRAORDINARY COLLECTION ACTIONS (AS DEFINED IN THAT POLICY) WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE A PATIENT'S ELIGIBILITY FOR FINANCIAL ASSISTANCE PURSUANT TO THIS POLICY.
PART VI, LINE 2	SOUTHCOAST HEALTH SYSTEM THROUGH ITS INTEREST IN SBH AIMS TO ADDRESS AN URGENT HEALTHCARE NEED OF THE COMMUNITY IT SERVES BY PROVIDING HIGH QUALITY MEDICAL CARE FOR COMMUNITY MEMBERS FACING BEHAVIORAL HEALTH ISSUES. SERVICES PROVIDED BY SBH ADDRESS NEEDS IDENTIFIED BY ITS AFFILIATE SOUTHCOAST HOSPITALS GROUP IN their joint COMMUNITY HEALTH NEEDS ASSESSMENT.
PART VI, LINE 3	THE HOSPITAL EMPLOYED TWO FINANCIAL COUNSELORS THAT MEET WITH EVERY PATIENT THAT IS IDENTIFIED WHO MAY HAVE A FINANCIAL OBLIGATION, AND REVIEWS THE POLICY AND OFFERS FINANCIAL ASSISTANCE TO ALL PATIENTS TO DETERMINE IF THEY QUALIFY FOR CHARITY.
PART VI, LINE 4	Southcoast Health system serves a diverse region along the South Coast Region of Massachusetts, including several urban centers with a number of demographic challenges, and rural and suburban towns. Overall, the South Coast's population increased by 2.8 percent since the beginning of the century and by 12.2 percent since 1970, both of which lag behind the statewide population growth rates for those periods. This gap appears to be mostly driven by long-term population declines in Fall River and New Bedford, although the population of New Bedford has increased slightly since 2010. Perhaps the most significant demographic trend in the region is its changing racial makeup. This is particularly true in the city of New Bedford, where non-White residents account for 36.6 percent of the city's population. Communities throughout the South Coast are becoming more diverse. Between the 2006-2010 and 2013-2017 periods, the minority population in the region increased by 4.7 percent (16,945 people). Fall River experienced the largest percentage increase in its minority population (7.7% or 6,895 residents), followed by New Bedford (6.7% or 6,433 residents), Fairhaven (6.6% or 1,056 residents), and Wareham (5.4% or 1,329 residents). The schools of the South Coast are often more diverse than the communities as a whole. For example, New Bedford's public schools are now majority non-white with Hispanic and Black students representing 40.5 and 12.5 percent of the total student population, respectively. The higher share of minorities in the school system compared to the community is, in part, a product of the national trend of minority births exceeding white births. As this trend continues, the student population in the region will only grow more diverse. The South Coast has long been an attractive place to settle for immigrants, as evidenced by foreign-born residents representing 14.5 percent of the region's population. As Gateway Cities, New Bedford and Fall River have been traditional destinations for new arrivals to America since the late 18th century. During the 2013-2017 period, 18.7 percent of residents in Fall River and 20.0 percent of residents in New Bedford were born outside of the country. In both cities, Portuguese immigrants make up the majority of the foreign-born residents. However, as emigration from Europe to the U.S. has slowed, Latin American and Asian immigrants make up increasing shares of the populations in New Bedford and Fall River. As major destinations for the region's newly arrived immigrants, New Bedford and Fall River have the highest shares of residents reporting limited English proficiency, 14.0 percent and 17.5 percent, respectively. The age cohorts in the South Coast generally reflect their counterparts at the state level. However, the region has a slightly higher share of residents 65 years of age or older, which is more pronounced in the region's towns. Fall River and New Bedford have larger shares of the population under the age of 35 when compared to their metro areas and the South Coast overall. As a region, the South Coast has long struggled with low levels of educational attainment. Although the regional average is primarily driven by the low levels of educational attainment in Fall River and New Bedford, many of the region's towns also lag behind the state in educational attainment of post-secondary degrees. In both cities, the majority of the population 25 years of age or older has never attended a college or university. Additionally, when compared to the adult population statewide, both Fall River and New Bedford have nearly three times the percentage of adults who have not completed high school (27.9% and 27.3%, respectively) compared to the Commonwealth (9.7%). Inflation-adjusted median household income increased in seven South Coast communities from the 2006-2010 to the 2013-2017 periods. Seven South Coast communities have median incomes that are above the state average. Median incomes are particularly low in Fall River (4th lowest in Massachusetts) and New Bedford (7th lowest in Massachusetts). Acushnet, Fairhaven, Somerset, and Wareham also have median incomes below the state average. While the South Coast has a higher share of people living in poverty than the state, the region's cities are home to disproportionate shares of people in poverty. Over 20 percent (20.2%) of all people in Fall River and 23.1 percent of people in New Bedford live in households with annual incomes below the poverty level. This translates to 39,247 individuals living in poverty in just the cities of the South Coast alone. Poverty rates decreased in five South Coast communities between the 2008-2012 and 2013-2017 periods, while rates increased in eight communities. In Fall River and New Bedford, these measures of poverty are higher than the region and the state as a whole. For example, less than 10 percent of all families statewide live in poverty (7.8%), compared with 11.9 percent of all families in the South Coast and 17.5 percent of families in Fall River and 19.3 percent of families in New Bedford. In addition, the percentage of families with children living in poverty in Fall River and New Bedford is more than double the statewide percentage. The region's changing racial makeup and continued socioeconomic struggles place unique stresses on healthcare delivery, particularly in addressing health disparities based on race, income, and education. The region's health is affected by the physical conditions of the South Coast. A person's physical environment can profoundly affect health outcomes. Environmental factors that affect health outcomes include, but are not limited to, access to healthy food, air quality, water quality, and environmental contamination. In particular, exposure to contaminants through pathways from the air, water, soil, and food can lead to extreme health issues. The analysis shows that South Coast residents face environmental factors that may be a detriment to their health. For example: - Bristol County, which comprises most of the Southcoast Service area, has the highest rate of food insecurity in southeastern Massachusetts, with 10.3 percent of all county residents lacking access, at times, to enough food for an active, healthy life. - Walkable communities allow residents to reduce or even eliminate their use of automobiles, typically the second largest household expense in the U.S. These communities also convey immediate benefits to the environment since, unlike motorized transportation, walking produces no pollutants. Walking has the potential to confer beneficial effects for health, personal finances, the environment and more. The South Coast cities of Fall River and New Bedford scored a WalkScore of 66 and 65 out of 100. This means they are characterized as "somewhat walkable" communities. However, the more rural town of Wareham, is much less walkable and scored a 48 out of 100, characterizing the town as "car-dependent". - The South Coast is home to a number of sites that contain and/or generate contaminants that can negatively affect residents' health. The South Coast is home to 57 of the state's 1,012 brownfield sites. Twelve of these are located in Fall River and 28 are located in New Bedford. On a per square mile and per 1,000 population basis, these cities have higher ratios of brownfield sites compared to the state.
PART VI, LINE 5	THE OPERATING AGREEMENT OF SBH STATES: IT IS THE INTENTION OF THE PARTIES HERETO THAT THE COMPANY THROUGH THE BEHAVIORAL BUSINESS FURTHERS THE CHARITABLE AND COMMUNITY-BASED HEALTH CARE PURPOSES OF THE SOUTHCOAST MEMBER AND SOUTHCOAST BY PROMOTING HEALTH FOR A BROAD CROSS-SECTION OF THE COMMUNITY. IN FURTHERANCE OF THESE PURPOSES, THE SOUTHCOAST MEMBER MAY FROM TIME TO TIME FORMULATE AND IMPLEMENT (AND/OR DIRECTLY ASSIST THE OPERATIONS MANAGER AND/OR ANY AND ALL MANAGERS AND OFFICERS OF THE COMPANY IN THE IMPLEMENTATION OF), POLICIES AND PROCEDURES FOR OPERATION OF THE BEHAVIORAL BUSINESS AND THE COMPANY SHALL ADOPT AND IMPLEMENT SUCH POLICIES AND PROCEDURES ESTABLISHED BY THE SOUTHCOAST MEMBER TO PROMOTE THE PUBLIC HEALTH NEEDS OF THE COMMUNITY, INCLUDING POLICIES AND PROCEDURES REGARDING ADMISSION TO THE HOSPITAL, FINANCIAL ASSISTANCE ELIGIBILITY CRITERIA, INDIGENT AND CHARITY CARE RENDERED THROUGH THE BEHAVIORAL BUSINESS, PERFORMANCE OF COMMUNITY HEALTH NEEDS ASSESSMENTS, COMMUNITY EDUCATION ACTIVITIES AND OTHER COMMUNITY HEALTH CARE PROGRAMS MADE ACCESSIBLE THROUGH THE HOSPITAL TO THE PUBLIC.
PART VI, LINE 6	THE SOUTHCOAST HEALTH COMMUNITY BENEFITS PROGRAM WORKS WITH OTHER SOUTHCOAST AFFILIATES INCLUDING, SOUTHCOAST BEHAVIORAL HEALTH, SOUTHCOAST VISITING NURSES ASSOCIATION, SOUTHCOAST PHYSICIANS GROUP, SOUTHCOAST HEALTH SYSTEM AND SOUTHCOAST NETWORK, TO COORDINATE ALL COMMUNITY BENEFIT ACTIVITIES DESIGNED TO ADDRESS PRESSING HEALTH ISSUES IN OUR REGION AND IMPROVE ACCESS TO HEALTH CARE. THE OVERALL APPROACH INCORPORATES THE SOCIAL DETERMINANTS OF HEALTH FRAMEWORK, AND TAKES INTO ACCOUNT ENVIRONMENTAL, SOCIAL AND OTHER DEMOGRAPHIC FACTORS THAT MAY INFLUENCE HEALTH STATUS. REPRESENTATIVES FROM AFFILIATED SYSTEMS PARTICIPATE AS ACTIVE MEMBERS OF AN INTERNAL COMMUNITY BENEFITS LEADERSHIP TEAM THAT MEETS BI-MONTHLY TO SHARE PROGRAM INFORMATION, DISCUSS NEEDS ASSESSMENT, DEVELOP STRATEGIES, IMPLEMENTATION PROCESS, EVALUATION AND REPORTING OF ALL COMMUNITY BENEFITS PROGRAMS. THIS TEAM CONSISTS OF INDIVIDUALS FROM DEPARTMENTS THAT REGULARLY ENGAGE IN OUTREACH IN THE COMMUNITY, INCLUDING STAFF FROM OUR SOUTHCOAST HEALTH VAN, SOCIAL SERVICES, STROKE OUTREACH, DIABETES MANAGEMENT, BEHAVIORAL HEALTH SERVICES, PATIENT ACCESS SERVICES, CANCER OUTREACH, SMOKING CESSATION, YOUTH RISK BEHAVIORS PROGRAM, URGENT CARE AND THE SOUTHCOAST PHYSICIANS GROUP. THE COMMUNITY BENEFITS DIRECTOR OVERSEES SOUTHCOAST'S DAY-TO-DAY COMMUNITY BENEFITS ACTIVITIES AND LEADS THE INTERNAL COMMUNITY BENEFITS LEADERSHIP TEAM AND THE EXTERNAL COMMUNITY BENEFITS ADVISORY COUNCIL. SOUTHCOAST ALSO SHARES REGULAR UPDATES AND PRESENTATIONS ON COMMUNITY BENEFITS ACTIVITIES TO ALL SOUTHCOAST HOSPITAL STAFF AND AFFILIATES THROUGH LEADERSHIP MEETINGS, EMPLOYEE COMMUNICATIONS AND IN DIGITAL MEDIA CAMPAIGNS.
PART VI, LINE 7	AFFILIATE SHG FILES AN ANNUAL REPORT WITH THE OFFICE OF THE MASSACHUSETTS ATTORNEY GENERAL.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KEITH HOVAN
PRESIDENT & CEO	$0	$1,118,333	$0	$640,000	$0	$643,146	$0	$319,950	$0	$20,466	$0	$2,741,895	$0	$235,958
WADE BROUGHMAN
TREASURER/ EVP FIN/ CFO	$0	$586,933	$0	$234,000	$0	$366,245	$0	$17,100	$0	$16,817	$0	$1,221,095	$0	$222,934
RENEE CLARK
ASSISTANT CLERK/ EVP/ COO	$0	$565,000	$0	$232,500	$0	$101,409	$0	$137,400	$0	$20,466	$0	$1,056,775	$0	$94,242
RONNIE BROWNSWORTH
FORMER PRESIDENT SHN	$0	$263,250	$0	$0	$0	$50,291	$0	$17,100	$0	$10,233	$0	$340,874	$0	$0
JAY S SCHACHNE MD
TRUSTEE	$0	$102,781	$0	$103,484	$0	$0	$0	$12,376	$0	$1,695	$0	$220,336	$0	$0
GEORGINA NOUAIME MD
EX-OFFICIO (UNTIL 12/2020)	$0	$284,305	$0	$40,000	$0	$61,450	$0	$15,600	$0	$12,288	$0	$413,643	$0	$0
MELISSA ROSE GERGEL
FORMER VP OPS SHN	$0	$0	$0	$0	$0	$261,719	$0	$0	$0	$19,788	$0	$281,507	$0	$0
LORI DAKIN
ED BEHAVIORAL HEALTH SVCS SHN	$0	$185,824	$0	$0	$0	$2,671	$0	$26,000	$0	$15,510	$0	$230,005	$0	$0
PATRICK GANNON
OPS DIRECTOR SHN (UNTIL 7/21)	$0	$188,719	$0	$8,017	$0	$0	$0	$12,208	$0	$17,417	$0	$226,361	$0	$0
PAMELA RAFFERTY
RN MED CARE MGT SHN	$0	$124,374	$0	$0	$0	$0	$0	$26,000	$0	$15,420	$0	$165,794	$0	$0
DAWN DAVIDIAN
RN MEDICAL CARE MGT SHN	$0	$126,433	$0	$0	$0	$0	$0	$26,000	$0	$6,437	$0	$158,870	$0	$0
KENNETH EUGENIO
MANAGER OF OPERATIONS SHN	$0	$107,936	$0	$0	$0	$27,709	$0	$10,729	$0	$20,438	$0	$166,812	$0	$0
ROBERT TRIPP DO
TRUSTEE (UNTIL 12/2020)	$0	$155,527	$0	$9,938	$0	$0	$0	$9,928	$0	$6,146	$0	$181,539	$0	$0
JOELY EDWARDS MD
TRUSTEE (from 1/2021-5/2021)	$0	$200,000	$0	$150,966	$0	$93	$0	$15,600	$0	$11,561	$0	$378,220	$0	$0
ILANA FEINERMAN MD
TRUSTEE (AS OF 1/2021)	$0	$417,501	$0	$175,000	$0	$78,848	$0	$15,600	$0	$11,532	$0	$698,481	$0	$0
JAMES WITKOWSKI MD
EX-OFFICIO (AS OF 1/2021)	$0	$277,115	$0	$40,000	$0	$65,168	$0	$35,100	$0	$11,561	$0	$428,944	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	SHS DOES NOT EMPLOY ANY INDIVIDUALS. OFFICERS AND TRUSTEES OF SHS RECEIVE NO COMPENSATION FOR THEIR ROLES IN THESE CAPACITIES. OFFICERS AND TRUSTEES (CURRENT OR FORMER) WITH REPORTABLE COMPENSATION ARE COMPENSATED BY A NON-PROFIT SUBSIDIARY ORGANIZATION'S PAYROLL FOR SERVICES RENDERED AS EMPLOYEES OF THE SUBSIDIARY.
PART I, LINE 3	SOUTHCOAST HOSPITAL GROUP (SHG), A RELATED ORGANIZATION CHECKED THE FOLLOWING BOXES WHICH WERE USED BY SHG TO ESTABLISH COMPENSATION OF THE PRESIDENT: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4A	THE FOLLOWING INDIVIDUAL RECEIVED A SEVERENCE PAYMENT FROM RELATED ORG SHG: MELISSA ROSE GERGEL $261,719
PART I, LINE 4B	OFFICERS, DIRECTORS, AND KEY EMPLOYEES WHO ARE EMPLOYEES OF SOUTHCOAST PARTICIPATE IN SOUTHCOAST'S 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. CONTRIBUTION CREDITS UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART, II, COLUMN (C). ONLY UPON TERMINATIONS OF EMPLOYMENT DO FULLY VESTED PARTICIPANTS RECEIVE DISTRIBUTIONS FROM THE PLAN. CONTRIBUTIONS VEST THE EARLIER OF: JULY 1 OF THE 3RD CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE CONTRIBUTION CREDIT IS MADE; UPON REACHING AGE 62; DEATH; DISABILITY; OR INVOLUNTARY SEPARATION. THE AMOUNT REFLECTED IN SCHEDULE, J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES THE VESTED PORTION OF CONTRIBUTIONS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO THE RISK OF FORFEITURE. KEITH HOVAN - $268,697 RENEE CLARK - $97,897 WADE BROUGHMAN - 353,897 IN ADDITION TO THE ABOVE OUTLINED PLAN, THE FOLLOWING INDIVIDUAL ALSO HAS A SEPARATE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. KEITH HOVAN - SOUTHCOAST HOSPITAL GROUP, INC. ESTABLISHED AN EXECUTIVE BENEFIT PLAN FOR THE BENEFIT OF KEITH HOVAN. UNDER THE TERMS OF THE PLAN, MR. HOVAN BECAME FULLY VESTED AS OF JUNE 30, 2018. ANNUAL CREDITS TO THE PLAN ARE IMMEDIATELY VESTED AND INCLUDED IN SCH J, PART II, COLUMN (B)(III). PURSUANT TO THE PLAN $360,800 WAS INCLUDED IN MR. HOVAN'S 2020 FORM W-2 AND SCH J, PART II, COLUMN B(III).

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 1:	THE MISSION OF SOUTHCOAST HEALTH SYSTEM, INC.(SHS) IS TO CARE FOR AND IMPROVE THE HEALTH AND PROMOTE THE WELLNESS OF THE INDIVIDUALS AND COMMUNITIES SERVED BY OPERATING EXCLUSIVELY FOR THE BENEFIT OF SOUTHCOAST HOSPITALS GROUP, INC (SHG), A SAFETY NET PROVIDER OF HOSPITAL SERVICES, AND ITS AFFILIATED ORGANIZATIONS THROUGH THE DEVELOPMENT OF A COMMUNITY OWNED SYSTEM WITH MULTIPLE ACCESS POINTS OFFERING AN INTEGRATED CONTINUUM OF HEALTH CARE SERVICES.
PART III, LINE 4D:	SOUTHCOAST ACCOUNTABLE CARE ORGANIZATION - SOUTHCOAST HEALTH SYSTEM, THROUGH ITS INTEREST IN SOUTHCOAST ACCOUNTABLE CARE ORGANIZATION, AIMS TO EXPAND THE DELIVERY OF HEALTHCARE SERVICES WITH A VARIETY OF PUBLIC AND PRIVATE PAYERS AND TO SUPPORT THE REDUCING OF COSTS OF CARE WHILE IMPROVING QUALITY AND PATIENT EXPERIENCE.
PART VI, SECTION A, LINE 2:	TRUSTEES AND OFFICERS OF SHS ARE ALSO TRUSTEES AND OFFICERS OF SHG, A RELATED ORGANIZATION.
PART VI, SECTION B, LINE 11B:	THE ORGANIZATION PREPARES THE FORM 990 WITH THE ASSISTANCE OF A PAID PREPARER. A DRAFT OF THE FORM 990 IS PRESENTED TO THE MANAGEMENT FOR REVIEW AND COMMENT. A DRAFT OF THE FORM 990 IS ALSO PROVIDED TO THE ORGANIZATION'S AUDIT COMMITTEE FOR REVIEW. A FINAL COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. AN OFFICER OF THE ORGANIZATION AND ITS PAID PREPARER, RESPECTIVELY, SIGN THE FINAL FORM 990.
PART VI, SECTION B, LINE 12C:	SHS HAS CONFLICT OF INTEREST, LEGAL COMPLIANCE AND CODE OF CONDUCT POLICIES THAT APPLY TO ALL TRUSTEES, OFFICERS AND EMPLOYEES (REFERRED TO AS "MEMBERS"). ON AN ANNUAL BASIS, EACH MEMBER WILL COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE WHICH AFFIRMS THAT EACH PERSON HAS: (1) RECEIVED A COPY OF THE POLICY; (2) READ AND UNDERSTOOD THE POLICY; (3) AGREED TO COMPLY WITH THE POLICY, AND (4) UNDERSTOOD THAT THE SYSTEM ENTITIES ARE CHARITABLE ORGANIZATIONS AND THAT TO MAINTAIN THEIR FEDERAL TAX EXEMPTION, SUCH ENTITIES MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE SYSTEM OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES, DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL TAXATION, AND IN CONNECTION WITH ITS COMPLIANCE PROGRAM, SYSTEM'S MANAGEMENT SHALL CONDUCT PERIODIC REVIEWS OF THE CONFLICT OF INTEREST POLICY AND THE OPERATION AND APPLICATION OF IT. MEMBERS SHALL DISCLOSE ANY INTERESTS OR ACTIVITIES IN WHICH THEY ARE INVOLVED OR BECOME INVOLVED THAT DO RESULT, OR MAY APPEAR TO RESULT IN A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST AND SHALL COMPLY WITH, AND MAKE ALL REQUIRED DISCLOSURES UNDER THE CONFLICT OF INTEREST POLICY PRIOR TO COMMENCING, CONTINUING, OR CONSUMMATING ANY ACTIVITY OR TRANSACTION WHICH RAISES A CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST. EACH MEMBER IS UNDER AN ONGOING DUTY TO UPDATE AND KEEP CURRENT THE INFORMATION CONTAINED IN THEIR QUESTIONNAIRE. AT LEAST ANNUALLY, OR AS NECESSARY BASED ON DISCLOSURES, THE GENERAL COUNSEL WILL SUMMARIZE AND REPORT ALL DISCLOSURES TO THE PRESIDENT AND CEO AND THE CHAIRMAN OF THE BOARD OF TRUSTEES (OR HIS/HER DESIGNEE). UPON DISCLOSURE OF FINANCIAL OR NON-FINANCIAL INTERESTS ("INTERESTS") AND ALL MATERIAL FACTS RELATED THERETO BY MEMBER OR AN INTERESTED PERSON, THE CHAIR OF THE SYSTEM'S GOVERNANCE COMMITTEE SHALL DETERMINE IN CONJUNCTION WITH THE GENERAL COUNSEL WHETHER A CONFLICT OF INTEREST EXISTS. THE GOVERNANCE COMMITTEE CAN CONTINUE TO DISCUSS THE ISSUE WITH THE MEMBER OR INTERESTED PERSON TO CLARIFY OR OBTAIN ADDITIONAL INFORMATION. HOWEVER, BEFORE THE GOVERNANCE COMMITTEE DISCUSSES OR DETERMINES WHETHER THE MEMBER OR OTHER INTERESTED PERSON'S INTERESTS CONSTITUTE A CONFLICT OF INTEREST, THE MEMBER OR INTERESTED PERSON MUST LEAVE THE MEETING. IN THE EVENT THE INTEREST INVOLVES THE CHAIR OR CEO, THE REMAINING GOVERNANCE COMMITTEE MEMBERS SHALL APPOINT ONE OR MORE DISINTERESTED TRUSTEES TO MAKE SUCH A DETERMINATION. ONCE THE DETERMINATION OF THE CONFLICT OF INTEREST IS MADE BY THE GOVERNANCE COMMITTEE, SUCH DETERMINATION, ALONG WITH APPROPRIATE MITIGATION PLANS, WILL BE SUBMITTED BY THE GOVERNANCE COMMITTEE FOR REVIEW AND APPROVAL. IF THE BOARD OR ANY BOARD COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE AN ACTUAL CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST, IT SHALL INFORM SUCH PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD SUCH A MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE IT. IF, AFTER HEARING THE RESPONSE OF SUCH PERSON AND MAKING FURTHER INQUIRY OR INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR BOARD COMMITTEE DETERMINES THAT SUCH PERSON HAS IN FACT FAILED TO DISLCOSE AN ACTUAL CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST, THE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION SHALL BE TAKEN.
PART VI, SECTION C, LINE 19:	SHS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
PART VII, SECTION A, LINE 1:	TRUSTEES AND OFFICERS ARE COMPENSATED FOR THEIR ROLES OUTSIDE OF THEIR CAPACITY AS TRUSTEES AND OFFICERS.
PART XI, LINE 9:	OTHER CHANGES IN NET ASSETS OR FUND BALANCES: TRANSFERS AMONG AFFILIATES $ 7,901,870 DIVIDENDS TO/FROM PARENT $ 3,500,000 -------------- TOTAL $11,401,870
PART XII, LINES 2A AND 2B:	FINANCIAL RESULTS FOR SHS ARE INCLUDED IN THE SOUTHCOAST HEALTH SYSTEM, INC AND AFFILIATES AUDITED FINANCIAL STATEMENTS AS OF AND FOR THE YEARS SEPTEMBER 30, 2020 AND 2021 WHICH WERE ISSUED WITH AN INDEPENDENT AUDITORS REPORT WITH AN UNQUALIFIED OPINION. INCLUDED IN THESE AUDITED FINANCIAL STATEMENTS IS SUPPLEMENTAL CONSOLIDATED INFORMATION AS OF AND FOR THE YEAR ENDED SEPTEMBER 30, 2021. NO STAND ALONE AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR SHS FOR THE YEAR ENDED SEPTEMBER 30, 2021.
FORM 990 PART IX LINE 11G	DESCRIPTION:CONSULTING & ADVISORY TOTAL FEES:500
FORM 990 PART IX LINE 11G	DESCRIPTION:OUTSOURCED SERVICES TOTAL FEES:1182607
FORM 990 PART IX LINE 11G	DESCRIPTION:TRANSPORTATION SERVICES TOTAL FEES:5662
FORM 990 PART IX LINE 11G	DESCRIPTION:CONTRACT PHYSICIANS TOTAL FEES:193500
FORM 990 PART IX LINE 11G	DESCRIPTION:PASS THROUGH EXPENSE TOTAL FEES:7494723

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Southcoast Accountable Care Org LLC
101 Page St	New Bedford	MA	02740	611577608	ACO	MA	$5,710,468	$0	SHS INC
SOUTHCOAST HEALTH NETWORK
200 MILL ROAD SUITE 190	FAIRHAVEN	MA	02719	813430690	IPA	MA	$18,096,555	$39,812,104	SHS INC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
Southcoast Hospitals Group Inc
101 Page St	New Bedford	MA	02740	222592333	acute care	MA	501(c)(3)	3	SHS	Yes (true)
Southcoast Physicians Group Inc
200 Mill Rd Ste 180	Fairhaven	MA	02719	222703314	PHYS. SVCS.	MA	501(c)(3)	10	SHS	Yes (true)
Southcoast Ventures Inc
101 Page St	New Bedford	MA	02740	043003172	PHYS. SVCS.	MA	501(c)(3)	12, Type I	SHS	Yes (true)
Charlton Long Term Care SVCS INC
363 Highland Ave	Fall River	MA	02720	043109579	SUPP. SHG	MA	501(c)(3)	12, Type I	SHS	Yes (true)
Southcoast Visiting Nurse Assn InC
200 Mill Rd	Fairhaven	MA	02719	042105745	home care	MA	501(c)(3)	10	SHS	Yes (true)
Saint Luke's Nursing Home Inc
101 Page St	New Bedford	MA	02740	042984542	Inactive	MA	501(c)(3)	12, Type I	SHS	Yes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Legal Domicile StateLegalDomicileStateCd
Coastline Professional Assurance Co
PO Box 1085	GRAND CAYMAN	CJ	KY1-1102	980445031	Insurance	CJ	SHS	C Corp	$10,396,974	$39,337,958	1.00000	Yes (true)
Health Management Initiatives Inc
				042998712	COMM RENTAL		SHS	C Corp	$254,556	$5,749,426	1.00000	Yes (true)	363 Highland Ave	Fall River	MA	02720	MA

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	Yes (true)	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (9 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Southcoast Physicians Group Inc
R	$79,022,685	CASH
Southcoast Physicians Group Inc
P	$5,257,495	CASH
Southcoast Physicians Group Inc
O	$55,260	CASH
Southcoast Physicians Group Inc
L	$1,355,250	CASH
Southcoast Hospitals Group Inc
P	$1,788,516	CASH
Southcoast Hospitals Group Inc
O	$4,805,757	CASH
Southcoast Hospitals Group Inc
L	$1,465,562	CASH
Southcoast Hospitals Group Inc
s	$86,924,555	cash
COASTLINE PROFESSIONAL ASSURANCE CORP
F	$3,500,000	CASH

Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NORTHEAST BEHAVIORAL HEALTH	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6100 TOWER CIRCLE STE 1000	AddressLine1Txt
City	FRANKLIN TN	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37067	ZIPCd

Field	Value	IRS element (for citing)
EIN	300751914	EIN
Primary Activities	behavioral healt	PrimaryActivitiesTxt
Legal Domicile State	TN	LegalDomicileStateCd
Predominate Income	RELATED	PredominateIncomeDesc
All Partners C3 S	false	AllPartnersC3SInd
Share Of Total Income	$3,164,388	ShareOfTotalIncomeAmt
Share Of EOY Assets	$5,967,947	ShareOfEOYAssetsAmt
Disproportionate Allocations	false	DisproportionateAllocationsInd
UBI Code V	$0	UBICodeVAmt
General Or Managing Partner	false	GeneralOrManagingPartnerInd
Ownership	0.25000	OwnershipPct

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE R, PART I	SHS IS THE SOLE MEMBER OF SOUTHCOAST ACCOUNTABLE CARE ORGANIZATION, LLC WHICH WAS ORGANIZED IN MASSACHUSETTS ON AUGUST 30, 2012.
SCHEDULE R, PART V	ALL TRANSACTIONS REPORTED WERE CASH TRANSACTIONS, THEREFORE, COST/ACTUAL CASH VALUE WAS THE METHOD USED.