2020-08-17T15:02:55-05:00 2019-09-30 PricewaterhouseCoopers LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2018-10-01 042794625 Southcoast Health System Inc % WADE BROUGHMAN SOUT 5089732905 c/o Accounting Dept 101 Page St New Bedford MA 02740 WADE BROUGHMAN EXEC VP FIN & CFO 5089732905 2020-08-17 true PAUL J TANIS P01441612 6175305000 2020-08-17 155.201.35.201 04363820202305000053 2020-08-17 P 3B584E6C6EC03F54C23492763082C94E75791172 3B584E6C6EC03F54C23492763082C94E75791172 2018 2020-09-23 17:36:50Z KEITH HOVAN C/O ACCTING DEPT 101 PAGE ST NEW BEDFORD MA 02740 64327530 false X www.southcoast.org X 1986 MA 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. 16 11 0 13 -344696 -354927 0 0 7641281 14613076 6430239 6131795 0 0 14071520 20744871 0 0 0 0 0 0 0 0 0 2349315 9550351 2349315 9550351 11722205 11194520 155698271 162131157 10279308 10140492 145418963 151990665 X THE MISSION OF SOUTHCOAST HEALTH SYSTEM (SHS) IS TO CARE FOR AND IMPROVE THE HEALTH AND PROMOTE THE WELLNESS OF THE INDIVIDUALS IN THE SHS COMMUNITIES. (SEE SCHEDULE O) false false 11466 0 0 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. 0 0 1569080 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. 9226661 0 13043996 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. SHN MANAGES AN ACCOUNTABLE CARE PARTNERSHIP PLAN IN CONNECTION WITH THE MASSHEALTH (MEDICAID) MANAGED CARE PROGRAM. 9238127 true false false false false false false false false false true false true false true false false true false true true false false false false false true true false false true false false false false false false false false false false false false true true true true false false true 6 0 true 0 true true true CJ false false false false false false false false false false X 16 11 true false true false false false false true true false false true true true true true true false false true true MA X WADE BROUGHMAN 5089732905 101 PAGE STREET NEW BEDFORD MA 02740 X Maureen Sylvia Armstrong Trustee (until 12/2018) 1.5 4.5 X 0 0 0 Christopher Cheney MD Trustee 1.5 44.5 X 0 508460 26564 Keith Hovan President & CEO/ Ex-Officio 2.5 70.0 X X 0 2382050 302501 Pamela McNamara Trustee 1.5 4.5 X 0 0 0 Carl Ribeiro Trustee (until 12/2018) 1.5 6.0 X 0 0 0 Jason Rua Chair 2.5 10.0 X X 0 0 0 Robert Tripp Jr DO Trustee 1.5 4.5 X 0 0 0 LOUIS CABRAL VICE CHAIR 2.5 10.0 X X 0 0 0 JAMES JEROME COOGAN CLERK 2.5 7.5 X X 0 0 0 SALMAN BASHIR MD TRUSTEE 1.5 6.0 X 0 15500 0 W Hugh M Morton Trustee 1.5 4.5 X 0 0 0 DENNIS J FUSCO TRUSTEE 1.5 4.5 X 0 0 0 DONALD G GIUMETTI TRUSTEE 1.5 6.0 X 0 0 0 JOHN LENTINI MD TRUSTEE 1.5 4.5 X 0 7900 0 ELIZABETH HUIDEKOPER TRUSTEE 1.5 6.0 X 0 0 0 DANIEL SOUSA MD EX-OFFICIO (UNTIL 12/2018) 1.5 44.5 X 0 459970 29757 CHRISTOPHER HODGSON TRUSTEE 1.5 4.5 X 0 0 0 HELENA DASILVA HUGHES TRUSTEE 1.5 4.5 X 0 0 0 MICHAEL BARRETTI DO EX-OFFICIO (AS OF 1/2019) 1.5 44.5 X 0 706724 29757 WADE BROUGHMAN TREASURER/ EVP FIN/ CFO 2.5 70.0 X 0 758015 100260 RENEE CLARK ASSISTANT CLERK/ EVP/ COO 2.5 70.0 X 0 782669 147552 RONNIE BROWNSWORTH PRESIDENT SHN 60.0 1.5 X 0 902960 21608 DEBORA ALLWES-LARGOZA VP OPERATIONS SHN 60.0 0.0 X 0 252974 17457 PATRICK GANNON OPS DIRECTOR SHN 40.0 0.0 X 0 189191 28920 LORI DAKIN ED OF BEHAVIORAL HEALTH SVCS 40.0 0.0 X 0 182584 34238 GAIL POLLI NURSE PRACTITIONER 40.0 0.0 X 0 148114 25480 BARBARA RODERICK NURSE PRACTITIONER 40.0 0.0 X 0 149871 33924 DOROTHY HOLMES RN CARE MANAGER 40.0 0.0 X 0 126230 12542 Linda Bodenmann Former EVP/COO/ASST CLERK 0.0 0.0 X 0 831928 9133 Kristofer Lindeman FORMER Treasurer 0.0 61.5 X 0 234598 33065 0 8639738 852758 0 true true false PREMIER HEALTHCARE SOLUTIONS 5882 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 CONSULTING 256643 XG HEALTH SOLUTIONS 6750 ALEXANDER BELL DRIVE COLUMBIA MD 21046 CONSULTING 267189 EDGEWATER TECHNOLOGY PO BOX 845183 BOSTON MA 02284 TECHNOLOGY SVCS 112535 3 0 INTEREST IN SOUTHCOAST HEALTH NETWORK 561000 13043996 13043996 INTEREST IN SOUTHCOAST BEHAVIORAL HEALTH 621300 1569080 1569080 14613076 2292836 -344696 2637532 0 0 0 0 0 47421618 43582659 3838959 3838959 3838959 0 0 0 0 0 0 0 0 0 0 20744871 14613076 -344696 6476491 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 258861 258861 2540179 2540179 0 0 0 72679 72172 507 32352 32352 0 261055 261055 31128 31128 0 38726 38726 0 0 148872 148872 0 INTERCOMPANY CONTRACTED SVCS 6092827 6090827 2000 0 TAXES 50993 1137 49856 0 MEMBERSHIP DUES AND FEES 7740 7740 0 0 PARTS, REPAIRS, & MAINT 1845 1845 0 0 13094 12094 1000 9550351 9238127 312224 0 0 0 12839351 14691239 0 0 4215776 3694586 0 0 0 0 0 0 0 0 166683 127808 1588564 1008707 653913 579857 109023189 116533269 9127752 7661701 12840375 14548473 0 0 6831232 4294224 155698271 162131157 2233843 4158110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8045465 5982382 10279308 10140492 X 145418963 151990665 0 0 0 0 145418963 151990665 155698271 162131157 X 11194520 12228071 -16850889 X X false true X true false X X 3 SOUTHCOAST HOSPITALS GROUP INC 222592333 3 true 0 0 SOUTHCOAST PHYSICIANS GROUP INC 222703314 10 false 64590493 0 SOUTHCOAST VISITING NURSES ASSOCIATION INC 042105745 10 false 0 0 3 64590493 0 false false false false false false false false false false false false false false false true false FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 1 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. 161467 93169 68298 1427097 915538 511559 579857 INVESTMENT IN CPAC 407999 C INVESTMENT IN JOINT VENTURE 10053550 C INVESTMENT IN BORDEN ASSOC 4789 C INVESTMENT IN HMI 3512548 C INVESTMENT IN MASS VALUE ALLIA 357500 C INVESTMENT IN PREMIER 212087 C 14548473 0 DUE TO AFFILIATES 5982382 5982382 PART X, LINE 2 SHS ADOPTED FIN48 IN FISCAL YEAR 2008. THERE IS NO FOOTNOTE DISCLOSURE IN ITS FISCAL SEPTEMBER 30, 2019 CONSOLIDATED AUDITED FINANCIAL STATEMENTS SINCE THE ADOPTION OF FIN 48 WAS NOT MATERIAL. Central America and the Caribbean 0 1 Program Services CAPTIVE INSURANCE 6749306 Central America and the Caribbean 0 0 Investments 407999 0 1 0 1 7157305 7157305 true false true true true false PART I 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. true true X true X true X true true true false false 16030 16030 0.00310 2810848 2810848 0 0.00000 2826878 2810848 16030 0.00310 2826878 2810848 16030 0.00310 true 1029780 210268 10138306 7723745 2414561 X true true 1 1 NORTHEAST BEHAVIORAL HEALTH LLC DBA SOUTHCOAST BEHAVIORAL HEALTH 581 Fa Corner Road Dartmouth MA 02747 http://www.southcoastbehavioral.com/ 1055 X PSYCHIATRIC HOSPITAL SOUTHCOAST BEHAVIORAL HEALTH (SBH) false false false false true X 200. 350. X X true true X X X true X SEE SECTION C X SEE SECTION C X SEE SECTION C X X X X X X X true X false X X X X true X false false 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 HAD NOT ADOPTED A CHNA IN FISCAL 2019. SBH IS PART OF AN AFFILIATED HEALTH SYSTEM, SOUTHCOAST HEALTH SYSTEM, WHICH INCLUDES SOUTHCOAST HOSPITAL GROUP, WHICH HAS A CHNA 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 13H SOUTHCOAST BEHAVIORAL HEALTH 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. 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, 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 AS 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 FOLLOWS: 35% OF ALL MEDICARE DEDUCTIBLES/COINSURANCE, 33% OF 0-30 DAY SELF-PAY, 67% OF 31-60 DAY SELF-PAY, AND 100% THEREAFTER; 2% OF 0-30 DAY INSURANCE, 5% OF 31-90 DAY INSURANCE, 10% OF 91-120 DAY INSURANCE, 40% OF 121-150 DAY INSURANCE, 70% 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 THE FOOTNOTE RELATED TO ALLOWANCE FOR DOUBTFUL ACCOUNTS STARTS ON PAGE 13 OF THE ATTACHED CONSOLIDATED FINANCIAL STATEMENTS. 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 HOSPITAL GROUP IN ITS MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT. PART VI, LINE 3 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. 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. 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. 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 bimonthly 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 Manager oversees Southcoast's day-to-day community benefits activities and leads the internal Community Benefits Task Force. 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 annual report with the Office of the Massachusetts Attorney General. false true false false false false false false false Christopher Cheney MD Trustee 0 508460 0 0 0 0 0 15600 0 10964 0 535024 0 0 Keith Hovan President & CEO/ Ex-Officio 0 1112250 0 442800 0 827000 0 281493 0 21008 0 2684551 0 616826 Linda Bodenmann Former EVP/COO/ASST CLERK 0 11865 0 115000 0 705063 0 7670 0 1463 0 841061 0 640765 Kristofer Lindeman FORMER Treasurer 0 227584 0 7014 0 0 0 12057 0 21008 0 267663 0 0 WADE BROUGHMAN TREASURER/ EVP FIN/ CFO 0 555250 0 175313 0 27452 0 82500 0 17760 0 858275 0 0 RENEE CLARK ASSISTANT CLERK/ EVP/ COO 0 552083 0 175313 0 55273 0 126144 0 21408 0 930221 0 47100 DANIEL SOUSA MD EX-OFFICIO (UNTIL 12/2018) 0 345671 0 15000 0 99299 0 15600 0 14157 0 489727 0 0 MICHAEL BARRETTI DO EX-OFFICIO (AS OF 1/2019) 0 425001 0 113889 0 167834 0 15600 0 14157 0 736481 0 0 RONNIE BROWNSWORTH PRESIDENT SHN 0 566667 0 160000 0 176293 0 0 0 21608 0 924568 0 37383 DEBORA ALLWES-LARGOZA VP OPERATIONS SHN 0 188248 0 0 0 64726 0 0 0 17457 0 270431 0 0 PATRICK GANNON OPS DIRECTOR SHN 0 183482 0 5709 0 0 0 11760 0 17160 0 218111 0 0 LORI DAKIN ED OF BEHAVIORAL HEALTH SVCS 0 177092 0 5492 0 0 0 21854 0 12384 0 216822 0 0 GAIL POLLI NURSE PRACTITIONER 0 140105 0 0 0 8009 0 23971 0 1509 0 173594 0 0 BARBARA RODERICK NURSE PRACTITIONER 0 141911 0 2924 0 5036 0 23246 0 10678 0 183795 0 0 PART I, LINE 1A SHS DOES NOT EMPLOY ANY INDIVIDUALS. OFFICERS AND TRUSTEES OF SHS RECEIVE NO COMPENSATION FOR THEIR ROLES IN THESE CAPACITIES. OFFICERS AND TRUSTEES (CURRENT OR FORMER) WITH REPORTABLE COMPENSATION ARE COMPENSATED BY A NON-PROFIT SUBSIDIARY ORGANIZATION'S PAYROLL FOR SERVICES RENDERED AS EMPLOYEES OF THE SUBSIDIARY. PART I, LINE 3 SOUTHCOAST HOSPITAL GROUP (SHG), A RELATED ORGANIZATION CHECKED THE FOLLOWING BOXES WHICH WERE USED BY SHG TO ESTABLISH COMPENSATION OF THE PRESIDENT: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, 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 - $255,587 RENEE CLARK - $48,128 RONNIE BROWNSWORTH - $122,464 IN ADDITION TO THE ABOVE OUTLINED PLAN, THE FOLLOWING INDIVIDUALS ALSO HAVE SEPARATE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS: KEITH HOVAN - SOUTHCOAST HOSPITAL GROUP, INC. ESTABLISHED AN EXECUTIVE BENEFIT PLAN FOR THE BENEFIT OF KEITH HOVAN. UNDER THE TERMS OF THE PLAN, A CONTRIBUTION CREDIT, INCLUDED IN SCHEDULE J, PART I, COLUMN (C) IS CREDITED TO HIS ACCOUNT ON A YEARLY BASIS. THE ACCOUNT BALANCE VESTS AS FOLLOWS: JUNE 30, 2013 -50%; JUNE 30, 2016 - 75% AND JUNE 30, 2018 - 100%. PURSUANT TO THE PLAN $557,198 WAS INCLUDED IN MR. HOVAN'S 2018 FORM W-2 AND SCH J, PART II, COLUMN B(III). 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 VI, SECTION A, LINE 2: TRUSTEES AND OFFICERS OF SHS ARE ALSO TRUSTEES AND OFFICERS OF SHG, A RELATED ORGANIZATION. PART VI, SECTION A, LINE 4: THE BOARD OF SHS AMENDED AND RESTATED THE BYLAWS APRIL 17, 2019 AS WELL AS JUNE 26, 2019. THESE AMENDMENTS INCLUDED THE INCLUSION OF AN EXECUTIVE COMPENSATION COMMITTEE AFTER THE BOARD APPROVED THE COMMITTEE CHARTER, EDITS TO THE REMOVAL OF TRUSTEE SECTION, AND OTHER MINOR EDITS. 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 ($37,309,423) DIVIDENDS TO/FROM PARENT $20,235,667 OTHER CHANGES IN UNRESTRICTED NET ASSETS $222,867 TOTAL ($16,850,889) PART XII, LINE 2A AND 2B: FINANCIAL RESULTS FOR SHS ARE INCLUDED IN THE SOUTHCOAST HEALTH SYSTEM, INC AND AFFILIATES AUDITED FINANCIAL STATEMENTS AS OF AND FOR THE YEARS SEPTEMBER 30, 2018 AND 2019 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, 2019. NO STAND ALONE AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR SHS FOR THE YEAR ENDED SEPTEMBER 30, 2019. FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING AND ADVISORY TOTAL FEES:15037 FORM 990 PART IX LINE 11G DESCRIPTION:PASS THRU QUALITY AND TME TOTAL FEES:1096660 FORM 990 PART IX LINE 11G DESCRIPTION:OUTSOURCED SERVICES TOTAL FEES:1246082 FORM 990 PART IX LINE 11G DESCRIPTION:NON EMPLOYEE FEES - OTHER TOTAL FEES:182400 Southcoast Accountable Care Org LLC 101 Page St New Bedford MA 02740 611577608 ACO MA 0 0 SHS INC SOUTHCOAST HEALTH NETWORK 200 MILL ROAD SUITE 190 FAIRHAVEN MA 02719 813430690 IPA MA 5949339 19288649 SHS INC Southcoast Hospitals Group Inc 101 Page St New Bedford MA 02740 222592333 acute care MA 501(c)(3) 3 SHS true Southcoast Physicians Group Inc 200 Mill Rd Ste 180 Fairhaven MA 02719 222703314 PHYS. SVCS. MA 501(c)(3) 10 SHS true Southcoast Ventures Inc 101 Page St New Bedford MA 02740 043003172 PHYS. SVCS. MA 501(c)(3) 12, Type I SHS 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 true Southcoast Visiting Nurse Assn InC 200 Mill Rd Fairhaven MA 02719 042105745 home care MA 501(c)(3) 10 SHS true Saint Luke's Nursing Home Inc 101 Page St New Bedford MA 02740 042984542 Inactive MA 501(c)(3) 12, Type I SHS true Coastline Professional Assurance Co PO Box 1085 GRAND CAYMAN CJ KY1-1102 980445031 Insurance CJ SHS C Corp 8776747 32685874 1.00000 true Southcoast Physicians Network Inc 101 Page St New Bedford MA 02740 450568782 IPA MA SHS C Corp 491404 0 1.00000 true Health Management Initiatives Inc 363 Highland Ave Fall River MA 02720 042998712 COMM RENTAL MA SHS C Corp 574355 6374263 1.00000 true false false false false false false false false false false false true false false true true true true true Southcoast Physicians Group Inc L 1215023 CASH Southcoast Physicians Group Inc P 2753472 CASH Southcoast Physicians Group Inc Q 143397 CASH Southcoast Physicians Group Inc R 64590493 CASH Southcoast Hospitals Group Inc s 53951913 CASH Southcoast Hospitals Group Inc O 5617471 CASH Southcoast Hospitals Group Inc L 1000834 CASH Southcoast Hospitals Group Inc Q 405655 CASH 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.