2019-08-15T08:15:06-05:00 2018-09-30 PricewaterhouseCoopers LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2017-10-01 222592333 Southcoast Hospitals Group Inc % WADE BROUGHMAN SOUT 5089615000 101 Page Street New Bedford MA 02740 WADE BROUGHMAN EXEC VP FIN & CFO 5089615000 2019-08-15 true PAUL TANIS P01441612 6175305000 2019-08-05 167.68.125.77 04363820192275000009 2019-08-15 P 7AB26BFB494F9B6E6B708F91EEB15FCE68C3CB22 C3A24384C7FB6CB8AB7906F598D11C961889714C 2017 2019-02-21 02:37:17Z KEITH HOVAN 101 PAGE STREET New Bedford MA 02740 963215342 false X www.southcoast.org X 1986 MA TO PROMOTE THE OPTIMAL HEALTH AND WELL- BEING OF THE INDIVIDUALS AND FAMILIES IN THE COMMUNITIES SERVED BY SOUTHCOAST HOSPITALS GROUP (SHG).(SEE SCHEDULE O) 18 14 6640 474 484618 483704 2507651 4036570 797310585 825701857 13817579 21415998 784875 795646 814420690 851950071 89000 311505 0 0 424106195 422165335 0 100000 1656145 339308790 354998585 763503985 777575425 50916705 74374646 948353765 958188756 400064894 401744211 548288871 556444545 X TO PROMOTE THE OPTIMAL HEALTH AND WELL-BEING OF THE INDIVIDUALS AND FAMILIES IN THE COMMUNITIES SERVED BY SOUTHCOAST HOSPITALS GROUP (SHG). (SEE SCHEDULE O) false false 689176617 311505 825701857 SOUTHCOAST PROVIDES INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO IMPROVE THE HEALTH AND WELLNESS OF INDIVIDUALS IN ITS COMMUNITIES. SOUTHCOAST RECORDED 188,786 INPATIENT DAYS, PERFORMED 17,581 SURGERIES AND 10,480 ENDOSCOPIES, PROVIDED 2,978,080 LABORATORY TESTS, PERFORMED 399,358 RADIOLOGICAL PROCEDURES, 182,453 PHYSICAL MEDICINE VISITS, 819 PCI CORONARY INTERVENTIONS, 2,379 DIAGNOSTIC CATHERIZATIONS, 329 OPEN HEART SURGERIES, 1,014 ELECTROPHYSIOLOGY CASES, 600 CORONARY DEVICE IMPLANTS, 3,051 NEWBORN ADMISSIONS, PERFORMED 29,456 RADIATION AND MEDICAL CHEMOTHERAPY TREATMENTS AND CARED FOR 191,396 EMERGENCY ROOM PATIENTS 24 HOURS A DAY 7 DAYS A WEEK REGARDLESS OF THEIR ABILITY TO PAY FOR SUCH SERVICES. 689176617 true true false true false false false false false true true true false false true false false true false false false false false true true false true true true false true true false false false false false false false false false true true false false false false true true false false false true 289 0 true 6640 true true true false false false false true true false false false false X 18 14 true false false false true true true true true false false true true true true true true true true true true MA X WADE BROUGHMAN 5089732905 101 PAGE STREET New Bedford MA 02740 X KEITH HOVAN PRESIDENT & CEO 60.0 4.0 X X 1712931 0 305180 CHRISTOPHER CHENEYMD TRUSTEE 1.0 42.0 X 0 742865 27770 JEAN MACCORMACK TRUSTEE(UNTIL 12/17) 1.0 3.0 X X 0 0 0 PAMELA MCNAMARA TRUSTEE 1.0 1.5 X 0 0 0 CARL RIBEIRO TRUSTEE 1.0 3.0 X 0 0 0 ROBERT TRIPP JR DO TRUSTEE 1.0 2.0 X 0 0 0 MAUREEN SYLVIA ARMSTRONG TRUSTEE 1.0 2.0 X 0 0 0 CARL TABER TRUSTEE (Until 12/2017) 1.0 2.0 X 0 0 0 JASON RUA CHAIR 1.0 3.0 X X 0 0 0 LOUIS CABRAL VICE CHAIR 1.0 3.0 X X 0 0 0 JAMES JEROME COOGAN Clerk 1.0 2.0 X X 0 0 0 JOSEPH A CIFFOLILLO Trustee (Until 12/2017) 1.0 2.0 X 0 0 0 W HUGH M MORTON Trustee 1.0 2.0 X 0 0 0 DENNIS J FUSCO Trustee 1.0 2.0 X 0 0 0 DONALD G GIUMETTI Trustee 1.0 3.0 X 0 0 0 SALMAN BASHIR MD Ex-Officio 1.0 2.0 X 0 0 0 ELIZABETH HUIDEKOPER TRUSTEE 1.0 2.0 X 0 0 0 CHRISTOPHER HODGSON TRUSTEE 1.0 2.0 X 0 0 0 HELENA DASILVA HUGHES TRUSTEE 1.0 2.0 X 0 0 0 JOHN LENTINI TRUSTEE 1.0 2.0 X 0 0 0 PHILIP KNIGHT EX-OFFICIO (UNTIL 12/2017) 1.0 2.0 X 0 0 0 DANIEL SOUSA MD EX-OFFICIO 1.0 42.0 X 0 512264 31230 LINDA BODENMANN EVP/COO/ASST CLERK (12/17) 60.0 3.0 X 840521 0 166166 RENEE CLARK SVP/COO (SHG) 60.0 4.0 X 629777 0 130864 WADE BROUGHMAN EVP FIN/CFO & Treasurer 60.0 4.0 X 298310 0 43573 PAUL IANNINI PHYS. IN CHIEF, MED 60.0 1.0 X 814055 0 32651 DAVID DEJESUS JR SVP & CHRO 60.0 0.0 X 453448 0 33151 ROBERT CALDAS MD Senior VP & CMO 60.0 0.0 X 570571 0 121432 KRISTOFER LINDEMAN Treasurer 60.0 1.0 X 220891 0 31411 JACK DRESSER SVP/CPO 60.0 0.0 X 276914 0 36822 MICHAEL COFONE SVP FINANCE & CONTROLLER 60.0 0.0 X 386006 0 86872 TIMOTHY EIXENBERGER CNO 60.0 0.0 X 294308 0 12348 JAMES FEEN SVP/CIO 60.0 0.0 X 300288 0 27568 MELISSA ROSE GERGEL VP OF CONTRACTING/ REIMBURS. 60.0 0.0 X 241843 0 34981 7039863 1255129 1122019 561 false true false EPIC SYSTEMS CORPORATION 1979 MILEY WAY VERONA WI 53593 IT SYSTEM CONSULTANT 6212640 ANESTHESIA ASSOCIATES OF MA PC 690 CANTON STREEET SUITE 235 WESTWOOD MA 02090 ANESTHESIA SERVICES 7094659 KPMG LLP 60 SOUTH STREET BOSTON MA 02111 SOFTWARE DEVELOPMENT 5781083 US FOODSERVICE INC 1 TECHNOLOGY DRIVE PEABODY MA 01960 FOOD/ FACILITIES SVC 3801071 ROBINSON COLE LLP 280 TRUMBULL STREET HARTFORD CT 06103 LEGAL SERVICES 3739711 169 253422 3783148 159675 4036570 PATIENT SVC REVENUE 621500 772667708 772435303 232405 HEALTHCARE SVC REVENUE 446110 48129111 48125493 3618 PARTNERSHIP INCOME 525990 248595 248595 GIFT SHOP INCOME 621400 312543 312543 CAFETERIA 722210 4343900 4343900 825701857 5341038 5341038 0 0 1192586 402354 790232 0 790232 790232 126785927 30393 110741360 16044567 30393 16074960 16074960 126971 253422 121557 5414 5414 0 0 0 0 0 0 0 851950071 824904696 484618 22524187 311505 311505 0 0 0 6176445 5219573 942032 14840 0 327710872 276085384 50840544 784944 13987789 11820150 2134033 33606 50748866 42884491 7742449 121926 23541363 19893240 3591564 56559 0 3377406 88826 3288580 0 864216 0 864216 0 656940 656940 0 0 100000 100000 741822 0 741822 0 61187081 56471935 4706473 8673 3000904 2989576 0 11328 4232053 3724206 458747 49100 11480291 10937241 514198 28852 0 14038381 12353775 1684606 0 1303517 1292905 0 10612 0 112479 98794 9065 4620 7582681 6672759 909922 0 0 53544018 47118736 6425282 0 0 PHARMACEUTICALS 39411160 39411160 0 0 HEALTH SAFETY NET ASSESSMENT 8502630 8502630 0 0 PARTS AND REPAIRS 13911345 13902996 5832 2517 MEDICAL SUPPLIES/LINENS 112758190 112704408 43055 10727 18293471 16035387 1840243 417841 777575425 689176617 86742663 1656145 0 0 17179930 28859306 3672717 4246528 84518441 81950485 0 0 0 0 0 0 13583847 12556773 21371216 23467323 982084363 623316779 366748393 358767584 329718041 339118545 75221363 70901309 0 0 0 0 36339817 38320903 948353765 958188756 103140882 113923009 0 0 0 0 179878218 173334529 0 0 0 0 64034568 55357940 0 0 53011226 59128733 400064894 401744211 X 472159884 475003091 23911481 27777426 52217506 53664028 548288871 556444545 948353765 958188756 X 74374646 -2513816 -63705156 X X false true X true false X false true false true 75 false false true 657365 false false 657440 false PART II-B, LINE 1, LOBBYING ACTIVITIES DURING FISCAL YEAR 2018, SHG RETATINED SEPARATE CONSULTANTS AT THE STATE AND FEDERAL LEVEL TO MONITOR HEALTH CARE RELATED ISSUES AND ADVOCATE FOR SHG. AT THE STATE LEVEL, OUR STATE CONSULTANT WORKED WITH OUR LEGISLATIVE DELEGATION ON THE SENATE AND HOUSE HEALTH CARE REFORM BILL(S), THE STATE BUDGET AND BUDGET AMENDMENTS, REGULATORY CHANGES, INCLUDING THE NEW MEDICAID ACO AND MEDICAID/DSH REIMBURSEMENT RATES. OUR CONSULTANT FOR FEDERAL MATTERS WORKED WITH OUR FEDERAL DELEGATION ON THE OPIOID ISSUE, MEDICARE DSH FUNDING, READMISSION ADJUSTMENTS, BAD DEBT REIMBURSEMENT, THE RURAL FLOOR WAGE INDEX AND CHANGES TO THE AFFORDABLE CARE ACT AND MEDICARE CUTS. PART II-B, LINE 1D DURING FISCAL YEAR 2018, ALL MAILINGS WERE SENT ELECTRONICALLY VIA EMAIL. THERE WERE NO PAPER MAILINGS SENT OUT. PART II-B, LINE 1G DURING FISCAL YEAR 2018, OUR STATE CONSULTANT MONITORED AND COMMUNICATED WITH OUR STATE LEGISLATIVE DELEGATION REGARDING THE SENATE AND HOUSE HEALTH CARE REFORM BILLS, AND THE STATE BUDGET AND BUDGET AMENDMENTS. THEY ALSO MONITORED AND/OR SHARED SHG'S CONCERNS ON TOPICAL HEALTHCARE ISSUES SUCH AS THE OPIOID ISSUE, MEDICAID FUNDING/REIMBURSEMENTS, AND BEHAVIORAL HEALTH NEEDS, INCLUDING FUNDING, ACCESS AND COVERAGE IN OUR REGION. 82650815 4163541 4588968 3440041 87963283 80254926 129289 2670207 403607 82650815 79698156 5812416 2564977 7820623 80254926 75434683 15995643 -4030250 7701920 79698156 72912123 93090 4449000 1920848 98682 75434683 0.00000 0.71000 0.29000 true false 9859862 9859862 407445467 245593527 161851940 1937633 1302683 634950 545043651 376420569 168623082 17797750 17797750 358767584 CASH INVESTMENTS 1827265 F PRIVATE EQUITY 5991667 F MULTISTRATEGY HEDGE FUNDS 19296513 F BENEFICIAL INT IN PERP TRUSTS 43785864 F 70901309 0 OTHER LONG-TERM LIABILITIES 13030169 NON-PENSION POST RETIREMENT BE 6488849 LONG TERM INSURANCE RESERVES 28840376 DUE TO/FROM AFFILIATE 12717411 UNAMORTIZED BIC -3327920 ACCUMULATED AMORT BIC 1379848 59128733 PART V, LINE 4 SHG'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE A SOURCE OF INCOME TO SUPPORT SHG'S TAX EXEMPT PURPOSE OF PROVIDING QUALITY HEALTH CARE SERVICES TO PEOPLE IN SHG'S SERVICE AREA. PART X, LINE 2 SHG ADOPTED FIN48 IN FISCAL YEAR 2008. THERE IS NO FOOTNOTE DISCLOSURE IN SHS' FISCAL SEPTEMBER 30, 2018 CONSOLIDATED AUDITED FINANCIAL STATEMENTS SINCE THE ADOPTION OF FIN 48 WAS NOT MATERIAL. 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X X X X X true true X X X X true X SEE SCH H, PART V, SECT C X SEE SCH H, PART V, SECT C X SEE SCH H, PART V, SECT C X X X X X X true X false X X true X false false PART V, SECTION B, LINE 5 SHG, IN 2016, CONDUCTED A MAJOR, THREE-YEAR HEALTH NEEDS ASSESSMENT WITH A PARTICULAR FOCUS ON ADDRESSING HEALTH EQUITY ISSUES IN AND AROUND THE COMMUNITIES THAT WE SERVE. AS PART OF THIS NEEDS ASSESSMENT, WE REVIEWED FOCUS GROUP, INTERVIEW AND OTHER DATA FROM VULNERABLE RESIDENTS IN OUR COMMUNITIES INCLUDING BOTH QUANTITATIVE AND QUALITATIVE DATA. WE ALSO HELPED LEAD A PARTICIPATORY RESEARCH PROJECT, IN COLLABORATION WITH THE COALITION, VOICES FOR A HEALTHY SOUTHCOAST, THAT UTILIZED NEIGHBORHOOD RESIDENTS FROM TWO VULNERABLE NEIGHBORHOODS IN OUR REGION, THE SOUTH END OF NEW BEDFORD AND THE FLINT NEIGHBORHOOD IN FALL RIVER, TO ASSESS OTHER RESIDENTS' ATTITUDES TOWARD HEALTH. 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 30 KEY INFORMANT INTERVIEWS WITH BOTH SERVICE PROVIDERS AND CONSUMERS. INTERVIEWS INCLUDED: GREATER NEW BEDFORD COMMUNITY HEALTH CENTER; COMMUNITY HEALTH WORKERS; PUBLIC HEALTH NURSE, MATTAPOISETT; PUBLIC HEALTH NURSE, MARION; STANLEY STREET RESOURCE AND TREATMENT CENTER; HEALTH FIRST COMMUNITY HEALTH CENTER; GREATER NEW BEDFORD ALLIES FOR HEALTH AND WELLNESS; SEVEN HILLS BEHAVIORAL HEALTH; POSITIVE ACTION AGAINST CHEMICAL ADDICTION; HIGH POINT TREATMENT CENTER; SOUTH SHORE MENTAL HEALTH; STEPPING STONE INC.; CHILD & FAMILY SERVICES; WAREHAM SUPERINTENDENT OF SCHOOLS; ASST. SUPERINTENDENT, NEW BEDFORD SCHOOLS; SCHOOL ADJUSTMENT COUNSELORS, FALL RIVER PUBLIC SCHOOLS; FAMILY RESOURCE COORDINATOR, WAREHAM SCHOOLS; SCHOOL NURSE, FALL RIVER; NORTH STAR LEARNING CENTER; INTERCHURCH COUNCIL OF GREATER NEW BEDFORD; WAREHAM AREA CLERGY COUNCIL; MAYA COMMUNITY OUTREACH; PARTNERS FOR A HEALTHIER COMMUNITY, FALL RIVER; UNITED NEIGHBORS, FALL RIVER; YWCA OF SOUTHEASTERN MASSACHUSETTS; IMMIGRANTS ASSISTANCE CENTER; SOUTHCOAST COMMUNITY HEALTH WORKER COLLABORATIVE; UNITED WAY GREATER NEW BEDFORD; COMMUNITY ECONOMIC DEVELOPMENT CORPORATION - NEW BEDFORD; CHILDREN'S ADVOCACY CENTER OF BRISTOL COUNTY; FATHER BILL'S AND MAINSPRING; NEW BEDFORD HOUSING AUTHORITY; CATHOLIC SOCIAL SERVICES, WOODS AT WAREHAM; WAREHAM HEALTH DEPARTMENT; FALL RIVER HEALTH DEPARTMENT; WAREHAM SELECTBOARD; MAYOR'S OFFICE NEW BEDFORD; DOG TAG NAVIGATORS, REGIONAL; VETERAN AGENT FALL RIVER; VETERAN AGENT NEW BEDFORD; TRIPS FOR KIDS; DARTMOUTH YOUTH SERVICES; FALL RIVER YOUTH SERVICES; COASTLINE ELDERLY SERVICES PART V, SECTION B, LINE 6B SOUTHCOAST HOSPITALS GROUP, INC. COLLABORATES WITH THE UNIVERSITY OF MASSACHUSETTS DARTMOUTH PUBLIC POLICY CENTER. PART V, SECTION B, LINE 7A HTTPS://WWW.SOUTHCOAST.ORG/WP-CONTENT/UPLOADS/2016/05/SOUTH-COAST-CHNA-201 6-FINAL.PDF PART V, SECTION B, LINES 7D OUR NEEDS ASSESSMENT IS WIDELY SHARED WITH COMMUNITY PARTNERS AND IS OFTEN USED IN GRANT WRITING AND COLLABORATIVE STRATEGIC PLANNING. IN FY2018, OUR NEEDS ASSESSMENT DATA WAS SHARED WITH AND UTILIZED BY: GREATER NEW BEDFORD ALLIES FOR HEALTH AND WELLNESS(CHNA26), PARTNERS FOR A HEALTHIER COMMUNITY (CHNA 25), UNITED WAY SOUTH END ENGAGED INITIATIVE, WAREHAM COMMUNITY SERVICES COLLABORATIVE, BMC HEALTHNET PLAN, COASTAL FOODSHED, BOYS AND GIRLS CLUB OF NEW BEDFORD AND WAREHAM, NEW BEDFORD HEALTH DEPARTMENT, NEW BEDFORD HOUSING AUTHORITY, SUBSTANCE EXPOSED NEWBORN COMMITTEE OF SEMA, WAREHAM HEALTH DEPARTMENT, WAREHAM PUBLIC SCHOOLS' BEYOND SCHOOL TIME, AND YMCA SOUTHCOAST PART V, SECTION B, LINE 10A HTTPS://WWW.SOUTHCOAST.ORG/COMMUNITY-BENEFITS/ PART V, SECTION B, LINE 11 SHG'S COMMUNITY BENEFITS STRATEGIC ACTION PLAN WAS FIRST FORMULATED IN 1998 AS THE RESULT OF AN EXTENSIVE NEEDS ASSESSMENT AND SINCE IS UPDATED ANNUALLY. OUR CURRENT PLAN IS BASED ON THE MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT COMPLETED IN 2016. THROUGH THE NEEDS ASSESSMENT PROCESS, SHG IDENTIFIED NINE PRIORITIES FOR 2018 TO ADDRESS THE MOST PRESSING HEALTH NEEDS OF THE COMMUNITY. THESE PRIORITIES WERE: 1. REDUCTION OF THE HIGH RATE OF CHRONIC DISEASE (INCLUDING DIABETES, ASTHMA, CANCER AND OTHER DISEASES) IN OUR REGION. 2. 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. 3. 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. INNOVATIVE APPROACHES TO POPULATION HEALTH, I.E. IMPROVING HEALTH AND WELLNESS FOR DEFINED POPULATIONS SUCH AS SPECIFIC DEMOGRAPHIC OR GEOGRAPHIC GROUPS. 5. REDUCTION IN THE INCIDENCE OF YOUTH RISK BEHAVIORS SUCH AS TEEN VIOLENCE, HIGH RATES OF TEEN PREGNANCY AND SUBSTANCE ABUSE. 6. BEHAVIORAL HEALTH ISSUES THAT INCLUDE SUBSTANCE ABUSE AND MENTAL HEALTH, INCLUDING IMPROVED COORDINATION OF BEHAVIORAL HEALTH PROVIDERS AND SYSTEMS. 7. 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. 8. MATERNAL AND CHILDREN'S HEALTH, INCLUDING FETAL AND INFANT HEALTH, ABUSE AND NEGLECT, HOSPITALIZATIONS, SUBSTANCE ABUSE, HEALTHY WEIGHT, AND MORTALITY. 9. INCREASING EMERGENCY PREPAREDNESS IN OUR CITIES AND TOWNS, INCLUDING BASIC INFRASTRUCTURE EQUIPMENT. ALL ACTIVITIES OF COMMUNITY BENEFITS ARE COMPLETED IN ACCORDANCE WITH THESE PRIORITIES AND INCLUDE: CONDUCTING ONGOING COMMUNITY HEALTH NEEDS ASSESSMENTS, 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. RESPONSIBLE ATTITUDES TOWARDS PREGNANCY, PARENTING AND PREVENTION (RAPPP) YOUTH PROGRAM, SMOKING CESSATION AND PREVENTION COMMUNITY HEALTH WORKER PROJECTS, MATERNAL CHILD HEALTH EDUCATION AND OUTREACH, CANCER SCREENINGS AND OUTREACH, MOBILE HEALTH VAN, HEALTH ACCESS OUTREACH, EMERGENCY PREPAREDNESS, COUNCIL TO END AND PREVENT HOMELESSNESS, BEHAVIORAL HEALTH CONNECT, SUBSTANCE USE PREVENTION EDUCATION, HEALTH ADVOCATES, CARDIAC PREVENTION AND STROKE OUTREACH, DIABETES EDUCATION AND OUTREACH. TO ADDRESS NEEDS, TARGET POPULATIONS ARE DETERMINED BY OUR COMPREHENSIVE HEALTH NEEDS ASSESSMENT AND ARE REVIEWED ON AN ANNUAL BASIS. OUR 2018 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 2018, WE FOCUSED RESOURCES ON RESIDENTS WHO ARE AT RISK FOR OR SUFFER FROM DISPARITIES IN CANCER PREVENTION AND TREATMENT. -THE FISHING COMMUNITY IN NEW BEDFORD, WHO EXPERIENCE HIGHER RATES OF CHRONIC HEALTH ISSUES DUE TO BARRIERS TO HEALTH ACCESS AND CARE. PART V, SECTION B, LINE 16A HTTPS://WWW.SOUTHCOAST.ORG/WP-CONTENT/UPLOADS/2016/09/CREDIT-COLL-POL-2016 -FAP-FINAL.PDF PART V, SECTION B, LINE 16B HTTPS://WWW.SOUTHCOAST.ORG/WP-CONTENT/UPLOADS/2016/09/APPLICATION-FOR-FINA NCIAL-ASSISTANCE-ACA-3-ENGLISH-4.16-1.PDF PART V, SECTION B, LINE 16C HTTPS://WWW.SOUTHCOAST.ORG/WP-CONTENT/UPLOADS/2016/09/PLAIN-LANGUAGE-SUMMA RY-FAP-OVERVIEW-2016-1.PDF PART V, SECTION B, LINES 20A-D SHG DID NOT ENGAGE IN ANY OF THE ACTIONS IN LINE 19 IN FY2018. PART I, LINE 3C DISCOUNTS ARE AFFORDED TO A "QUALIFYING PATIENT" - PATIENT WHO IS NOT ELIGIBLE FOR OTHER FINANCIAL ASSISTANCE AND WHO IS UNINSURED FOR MEDICALLY NECESSARY HOSPITAL SERVICES. ELIGIBLE BALANCES ARE THOSE AMOUNTS FOR WHICH QUALIFYING PATIENTS HAVE FULL RESPONSIBILITY DUE TO LACK OF INSURANCE. OBLIGATIONS DO NOT INCLUDE CO-INSURANCE, DEDUCTIBLES OR BALANCES DUE AFTER INSURANCE OR OUT-OF-NETWORK SERVICES. A DISCOUNT OF 25% OF THE TOTAL CHARGES WILL BE APPLIED AT THE TIME OF INITIAL BILLING. ADDITIONAL DISCOUNTS MAY BE POSSIBLE BASED ON THE SIZE OF THE BALANCE, TIMELINESS OF PAYMENT AND FINANCIAL NEED. THESE ARE GIVEN INDIVIDUAL CONSIDERATION. SHG WILL SEEK TO ADVISE QUALIFYING PATIENTS WITH RESPECT TO AVAILABILITY OF DISCOUNT PURSUANT TO THIS POLICY AS WELL AS THE AVAILABILITY OF LOW INCOME AND MASSHEALTH BENEFITS. PART I, LINE 7 ACTUAL COST FOR ALL SHG PATIENT SEGMENTS WAS USED TO CALCULATE THE VALUE OF CHARITY CARE. PART I, LINE 7G INCLUDED IN SUBSIDIZED HEALTH SERVICES AT COST ARE COSTS AND OFFSETTING REVENUES ASSOCIATED WITH SHG'S LEVEL II NURSERY AND INPATIENT REHABILITATIVE SERVICES. SHG IS THE SOLE PROVIDER OF THESE SERVICES IN ITS COMMUNITIES AND PROVIDES SUCH SERVICES AS A COMMUNITY BENEFIT DESPITE THE LOSSES INCURRED. PART II SHG ENGAGES IN A NUMBER OF COMMUNITY BUILDING ACTIVITIES THAT PROMOTE INFRASTRUCTURE IMPROVEMENT IN COMMUNITIES AND THE DEVELOPMENT OF POLICIES AND PROGRAMS THAT ADDRESS SOCIAL DETERMINANTS OF HEALTH SUCH AS HOUSING, EDUCATION AND WORKFORCE DEVELOPMENT. SHG HAS PROVIDED FINANCIAL CONTRIBUTIONS TO SUPPORT INFRASTRUCTURE IMPROVEMENTS IN COMMUNITY PARKS THAT HELP IMPROVE EASY ACCESS TO PHYSICAL ACTIVITY. IN 2018, SHG DONATED FUNDS TO HELP CONSTRUCT AN INCLUSION PLAYGROUND AT THE LOPES FIELD IN WAREHAM. SHG IS THE CO-LEADER OF THE BRISTOL COUNTY OPIOID ALLIANCE, A REGIONAL COALITION FOCUSED ON INCREASING COMMUNICATION AND COLLABORATION OF ALL ENTITIES WORKING TO ADDRESS THE OPIOID EPIDEMIC ACROSS THE SOUTH COAST REGION. WE ALSO LEAD COLLABORATIVE GROUPS THAT HAVE HELPED EXPAND HOUSING OPTIONS IN THE TOWN OF WAREHAM AND THE CITY OF NEW BEDFORD AND ADDRESS GROUPS THAT ADDRESS OTHER SOCIAL CONDITIONS THAT INFLUENCE HEALTH. SHG HAS PROVIDED LEADERSHIP TRAINING AND SUPPORT ON HEALTH ADVOCACY ISSUES SUCH AS REGULATIONS TO LIMIT TOBACCO ACCESS AND HAS WORKED TO INCREASE ACCESS TO HEALTHY FOOD THROUGH FOOD RESCUE PROGRAMS, SUPPORTING LOCAL INITIATIVES LED BY COMMUNITY PARTNERS AND BY HOSTING WEEKLY FARM STANDS AT FOUR SITES EACH SUMMER THAT ARE OPEN TO OUR EMPLOYEES AND COMMUNITY MEMBERS. PART III, LINE 2 THE COSTING METHODOLOGY USED TO CALCULATE BAD DEBT EXPENSE REPORTED IN PART III, LINE 2 WAS BASED ON A RATIO OF COST TO CHARGE METHODOLOGY. DISCOUNTS AND PAYMENTS ON ACCOUNTS CONSIDERED AS BAD DEBT OFFSET THE TOTAL BAD DEBT EXPENSE RECORDED. PART III, LINE 3 PER SHG'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 SHG CONSIDERS THIS AMOUNT OF BAD DEBT AS A COMMUNITY BENEFIT EXPENSE. PART III, LINE 4 FOR PATIENTS THAT DO NOT QUALIFY FOR CHARITY CARE, SHG RECOGNIZES REVENUE ON THE BASIS OF ITS STANDARD RATES FOR SERVICES PROVIDED BY POLICY. ON THE BASIS OF HISTORICAL EXPERIENCE, A PORTION OF SHG'S UNINSURED PATIENTS WILL BE UNABLE OR UNWILLING TO PAY FOR THE SERVICES PROVIDED. THUS, SHG RECORDS A PROVISION FOR BAD DEBTS RELATED TO UNINSURED PATIENTS IN THE PERIOD THE SERVICES ARE PROVIDED. FOOTNOTE 1 (PAGE 8) OF THE AUDITED FINANCIAL STATEMENTS DESCRIBES THE BAD DEBT EXPENSE. PART III, LINE 8 THE COST ACCOUNTING METHODOLOGY USED IS THE SAME METHODOLOGY USED FOR THE MEDICARE SHORTFALL. THE MEDICARE SHORTFALL SHOULD BE RECOGNIZED AS A COMMUNITY BENEFIT SINCE SHG IS REQUIRED TO PROVIDE SERVICES TO ALL REGARDLESS OF THE ABILITY TO PAY FOR SUCH SERVICES. PART III, LINE 9B SHG'S CREDIT AND COLLECTION POLICY CONTAINS PROVISIONS REGARDING COLLECTION PRACTICES TO BE FOLLOWED FOR PATIENTS KNOWN TO QUALIFY FOR CHARITY CARE OR OTHER FINANCIAL ASSISTANCE. FOR INDIVIDUALS DETERMINED TO BE LOW INCOME PATIENTS ANY SERVICES PROVIDED PRIOR TO SUCH DETERMINATION DATE AND NOT COVERED UNDER THE SAFETY NET (HSN) WILL BE WRITTEN OFF AS CHARITY CARE. ANY SERVICE DENIED BY THE HSN FOR MEDICALLY NECESSARY SERVICES WILL ALSO BE CONSIDERED CHARITY CARE. ANY COPAYMENTS OR DEDUCTIBLES FOR MASSHEALTH AND MASSHEALTH MANAGED CARE RECIPIENTS WILL BE CONSIDERED CHARITY CARE IF UNRESOLVED AT THE CONCLUSION OF SHG'S COLLECTION PROCESS. THE FOLLOWING ARE EXEMPT FROM ANY COLLECTION OR BILLING PROCEDURES BEYOND THE INITIAL BILL PURSUANT TO STATE REGULATIONS: 1. PATIENTS ENROLLED IN A PUBLIC HEALTH INSURANCE PROGRAM, EXCEPT SHG MAY SEEK COLLECTION ACTION AGAINST ANY PATIENT ENROLLED IN A PUBLIC HEALTH INSURANCE PROGRAM FOR THEIR REQUIRED COPAYMENTS AND DEDUCTIBLES AS SET FORTH IN EACH PLAN; 2. SHG MAY INITIATE BILLING AND COLLECTION FOR A PATIENT ALLEGING TO PARTICIPATE IN A FINANCIAL ASSISTANCE PROGRAM THAT COVERS THE COSTS OF SHG SERVICES BUT FAILS TO PROVIDE PROOF OF PARTICIPATION; 3. SHG MAY CONTINUE COLLECTION ACTION ON ANY LOW INCOME PATIENT FOR SERVICES RENDERED PRIOR TO THE LOW INCOME DETERMINATION, HOWEVER, COLLECTION ACTION WILL CEASE ONCE ELIGIBILITY IS DETERMINED; AND 4. SHG WILL NOT SEEK COLLECTION FROM AN INDIVIDUAL WHO HAS BEEN APPROVED FOR MEDICAL HARDSHIP UNDER THE MASSACHUSETTS HSN WITH RESPECT TO THE AMOUNT OF THE BILL EXCEEDING THE MEDICAL HARDSHIP CONTRIBUTION. SHG WILL NOT PURSUE COLLECTION FROM A PATIENT INVOLVED IN BANKRUPTCY PROCEEDING AND WILL NOT CHARGE INTEREST IN AN OVERDUE BALANCE OF A LOW INCOME PATIENT. PART VI, LINE 2 IN ADDITION TO COMPLETING A COMPREHENSIVE, REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT EVERY THREE YEARS, SHG PARTICIPATES IN AND LEADS OVER 30 COMMUNITY COALITIONS AND ACTIVELY PARTICIPATES IN A NUMBER OF PROJECTS EVERY YEAR THAT COLLECT AND ANALYZE INFORMATION ABOUT THE SOCIAL AND HEALTH CARE NEEDS OF THE RESIDENTS LIVING IN THE SOUTH COAST REGION. THESE ACTIVITIES INCLUDE TRACKING HOSPITAL DATA SUCH AS THE NUMBER OF PATIENTS REPORTING HOMELESSNESS, OVERDOSE DATA, AND FOOD INSECURITY; TO WORKING WITH COALITION PARTNERS TO CONDUCT OUTREACH/SURVEYS AND FOCUS GROUPS ON A NUMBER OF TOPICS (ALIGNING WITH OUR PRIORITIES). WE MEET REGULARLY TO DISCUSS THE SUCCESS OF THESE PROJECTS AND TO MAKE SURE THAT WE ARE HAVING THE DESIRED IMPACT WITHIN THE COMMUNITY. IN 2018, SHG COMPLETED ITS THIRD COMMUNITY BENEFITS IMPACT OPPORTUNITY GRANT PROGRAM. THIS IS A COMPETITIVE GRANT PROCESS FOCUSED ON ADDRESSING UNMET HEALTH NEEDS ON THE SOUTH COAST. GRANT PROPOSALS MUST ALIGN WITH THE NINE HEALTH PRIORITY AREAS AS IDENTIFIED BY THE COMMUNITY HEALTH NEEDS ASSESSMENT. WE RECEIVED 51 APPLICATIONS AND AWARDED 38 GRANTS FOR A TOTAL OF $138,596 PLUS IN-KIND DONATIONS. GRANTEES ARE EXPECTED TO SET AT LEAST 2 SMART GOALS AND EVALUATE THE SUCCESS OF THEIR PROGRAMS, SUBMITTING DATA AT SIX MONTHS AND ONE YEAR. FINALLY, THROUGH COMMUNITY BENEFITS PROGRAMS, SUCH AS THE MOBILE HEALTH VAN, WE ARE ABLE TO DOCUMENT AND TRACK PRESSING HEALTH NEEDS AS REPORTED BY STAFF CONDUCTING OUTREACH AND THROUGH THE PATIENTS SERVED. PART VI, LINE 3 SHG POSTS NOTIFICATIONS OF INSURANCE ELIGIBILITY IN MULTIPLE LANGUAGES THROUGHOUT ALL OF OUR INPATIENT AND OUTPATIENT FACILITIES, AND PROVIDES INFORMATION ON OUR WEBSITE. SHG ALSO UTILIZES MULTILINGUAL OUTREACH BROCHURES, DISPLAYED IN OUR FACILITIES AND ALSO DISTRIBUTED AT A NUMBER OF HEALTH INSURANCE OUTREACH EVENTS AND ALSO THROUGH REGULAR OUTREACH ON OUR MOBILE HEALTH VAN. IN 2018, OUR PATIENT ACCESS DEPARTMENT INCREASED COMMUNITY OUTREACH BY 31% AND SERVED 13,262 PATIENTS, A 52% INCREASE OVER 2017. 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. ALTHOUGH THE OVERALL POPULATION HAS GROWN SLIGHTLY, ACCORDING TO DATA FROM OUR 2016 NEEDS ASSESSMENT, MOST OF THIS GROWTH HAS OCCURRED IN THE REGION'S TOWNS WHILE THE URBAN POPULATION IN THE CITIES OF FALL RIVER AND NEW BEDFORD IS SHRINKING. 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 HISPANIC OR LATINO RESIDENTS ACCOUNT FOR 17.5 PERCENT OF ALL RESIDENTS, MUCH HIGHER THAN THE STATE AVERAGE. SINCE 2009, COMMUNITIES THROUGHOUT THE SOUTH COAST HAVE BECOME MORE DIVERSE. FROM 2009 TO 2014, THE MINORITY POPULATION IN THE REGION INCREASED BY 22.4 PERCENT (10,797 PEOPLE). WAREHAM SAW THE LARGEST PERCENT INCREASE IN ITS MINORITY POPULATION (49.3% OR 1,011 PEOPLE), AND NEW BEDFORD SAW THE LARGEST NOMINAL INCREASE (4,678 PEOPLE OR 17.5%).ADDITIONALLY, AFRICAN-AMERICAN RESIDENTS COMPROMISE A LARGER SHARE OF NEW BEDFORD'S POPULATION THAN ELSEWHERE IN THE SOUTH COAST. INDEED, NON-WHITE RESIDENTS ACCOUNT FOR ONE-THIRD (33.0%) OF NEW BEDFORD'S TOTAL POPULATION. AS MAJOR DESTINATIONS FOR THE REGION'S NEWLY ARRIVED IMMIGRANTS, NEW BEDFORD AND FALL RIVER HAVE THE HIGHEST SHARES OF RESIDENTS REPORTING LIMITED PROFICIENCY, 13.7 AND 17.3 PERCENT, RESPECTIVELY. BOTH CITIES ALSO HAVE POCKETS OF UNDOCUMENTED IMMIGRANTS, INCLUDING SOUTH AND CENTRAL AMERICANS IN NEW BEDFORD, ALTHOUGH ESTIMATES VARY WIDELY AS TO THE SIZE OF THESE GROUPS. SPANISH SPEAKERS IN THE REGION'S CITIES ARE SUPPLANTING PORTUGUESE SPEAKERS, ALTHOUGH SOME PORTUGUESE-ONLY SPEAKERS REMAIN, PARTICULARLY IN FALL RIVER AND NEW BEDFORD BUT ALSO IN SOME OF THE REGION'S SUBURBS SUCH AS ACUSHNET, DARTMOUTH, FAIRHAVEN, AND WESTPORT. 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 . SOUTH COAST HAS LONG STRUGGLED WITH LOW LEVELS OF EDUCATIONAL ATTAINMENT. WITHIN THE REGION, FALL RIVER AND NEW BEDFORD HAVE PARTICULARLY LOW LEVELS OF EDUCATIONAL ATTAINMENT. IN BOTH CITIES, LESS THAN HALF OF THE POPULATION 25 YEARS OF AGE OR OLDER HAS EVER ATTENDED COLLEGE (SEE FIGURE 17). ADDITIONALLY, WHEN COMPARED TO THE ADULT POPULATION STATEWIDE, FALL RIVER AND NEW BEDFORD HAVE MORE THAN TWICE THE PERCENTAGE OF ADULTS WHO HAVE NOT COMPLETED HIGH SCHOOL - 29.7 PERCENT IN FALL RIVER AND 28.9 PERCENT IN NEW BEDFORD, COMPARED TO 10.5 PERCENT ACROSS THE COMMONWEALTH. MANY SOUTH COAST COMMUNITIES HAVE SEEN MEDIAN HOUSEHOLD INCOMES EITHER STAGNATE OR DECLINE FROM 2009 TO 2014 (SEE FIGURE 23). EXAMINING THE 2014 MEDIAN INCOMES FOR SOUTHCOAST COMMUNITIES REVEALS A TREND SIMILAR TO THE PER CAPITA INCOMES - THE MAJORITY OF THE REGION'S TOWNS HAVE MEDIAN HOUSEHOLD INCOMES ABOVE THE STATE AVERAGE. ONLY FOUR COMMUNITIES (FALL RIVER, NEW BEDFORD, FAIRHAVEN, AND WAREHAM) HAVE MEDIAN HOUSEHOLD INCOMES BELOW THE STATE MEDIAN. IN PARTICULAR, FALL RIVER'S MEDIAN HOUSEHOLD INCOME IS LESS THAN HALF THAT OF THE COMMONWEALTH AS A WHOLE. IN GENERAL, THE REGION HAS HIGHER POVERTY RATES FOR ALL FAMILIES, FOR FAMILIES LED BY A FEMALE WITH NO SPOUSE PRESENT, AND FOR FAMILIES WITH CHILDREN. IN FALL RIVER AND NEW BEDFORD, THESE MEASURES OF POVERTY ARE HIGHER THAN THE REGION. FOR EXAMPLE, LESS THAN 10 PERCENT OF ALL FAMILIES STATEWIDE LIVE IN POVERTY (8.3%), COMPARED WITH 12.6 PERCENT OF ALL FAMILIES IN THE SOUTH COAST AND APPROXIMATELY 20 PERCENT OF ALL FAMILIES IN FALL RIVER (19.6%) AND NEW BEDFORD (20.6%). IN NEW BEDFORD IN PARTICULAR, THE SHARE OF FEMALE-LED FAMILIES LIVING IN POVERTY IS NEARLY DOUBLE THE RATE STATEWIDE - 41.0 PERCENT COMPARED WITH 25.9 PERCENT. HIGH RATES OF POVERTY AMONG FEMALE-LED FAMILIES HAVE SERIOUS IMPLICATIONS FOR THE HEALTH OUTCOMES OF THESE WOMEN AND THEIR CHILDREN, SINCE THERE IS NO SPOUSE TO SHARE HEALTHCARE RESPONSIBILITIES AND COSTS. 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. THIS INCLUDES ACCESS TO AMENITIES THAT FACILITATE HEALTHY EATING AND ACTIVE LIVING, AIR QUALITY, AND SOURCES OF ENVIRONMENTAL CONTAMINATION. 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 SECOND LOWEST FOOD ENVIRONMENT INDEX IN THE STATE, INDICATING SIGNIFICANT BARRIERS TO HEALTHY FOOD ACCESS. -SOUTH COAST RESIDENTS ALSO HAVE LESS ACCESS TO RECREATION AND FITNESS FACILITIES THAN MASSACHUSETTS RESIDENTS AS A WHOLE. IN BRISTOL COUNTY THERE ARE 13.7 SUCH FACILITIES PER 100,000 RESIDENTS VERSUS 15.9 STATEWIDE. PLYMOUTH COUNTY RESIDENTS HAVE COMPARATIVELY BETTER ACCESS WITH 18.0 FACILITIES FOR EVERY 100,000 RESIDENTS. -THE SOUTH COAST IS HOME TO A NUMBER OF SITES THAT CONTAIN AND/OR GENERATE CONTAMINANTS THAT CAN NEGATIVELY AFFECT RESIDENTS' HEALTH. FALL RIVER IS HOME TO 427 CONTAMINATED SITES, 71 OF WHICH PRESENT SUFFICIENT HAZARDS AS TO LIMIT ACTIVITY ON AND USE OF THESE PARCELS; IN NEW BEDFORD, 78 OUT OF 583 BROWNFIELD SITES ARE SO LIMITED. STATEWIDE. PLYMOUTH COUNTY RESIDENTS HAVE COMPARATIVELY BETTER ACCESS WITH 18.0 FACILITIES FOR EVERY 100,000 RESIDENTS. . THE SOUTH COAST IS HOME TO A NUMBER OF SITES THAT CONTAIN AND/OR GENERATE CONTAMINANTS THAT CAN NEGATIVELY AFFECT RESIDENTS' HEALTH. FALL RIVER IS HOME TO 427 CONTAMINATED SITES, 71 OF WHICH PRESENT SUFFICIENT HAZARDS AS TO LIMIT ACTIVITY ON AND USE OF THESE PARCELS; IN NEW BEDFORD, 78 OUT OF 583 BROWNFIELD SITES ARE SO LIMITED. PART VI, LINE 5 SHG INVESTS IN DIRECT SERVICES AND PROGRAMS DESIGNED TO ADDRESS PRESSING HEALTH ISSUES ACROSS OUR REGION. WE COLLABORATE WITH HUNDREDS OF COMMUNITY PARTNERS TO ADOPT BEST PRACTICES IN COMMUNITY BENEFITS NEEDS ASSESSMENT, PLANNING AND IMPLEMENTATION, WITH THE SHARED GOAL OF IMPROVING THE HEALTH OF OUR COMMUNITIES. TARGETED ACTIVITIES INCLUDED: BEHAVIORAL HEALTH ISSUES EXPANDED USEAGE OF OUR BEHAVIORAL HEALTH CONNECT DATABASE (BY OVER 34%), WHICH LINKS PROVIDERS AND RESIDENTS WITH UP-TO-DATE RESOURCES FOR BEHAVIORAL HEALTH SERVICES. A NUMBER OF OUR STAFF ALSO PLAYED A LEADERSHIP ROLE IN 12 LOCAL AND REGIONAL COALITIONS TO ADDRESS THE OPIOID CRISIS, INCLUDING SUPPORTING THE AVAILABILITY OF NARCAN IN OUR REGION. SMOKING CESSATION CONTINUED WORK ON SMOKING CESSATION AND PREVENTION THAT ENCOMPASSES REGULATORY SYSTEM AND ENVIRONMENT CHANGE ALONG WITH EDUCATION AND CLINICAL SUPPORT FOR SMOKING CESSATION. THE SOUTHCOAST HEALTH VAN CONTINUED WORK ON A GRANT FROM THE THORACIC FOUNDATION TO EXPAND SMOKING CESSATION SUPPORT FOR PUBLIC HOUSING RESIDENTS THROUGHOUT THE REGION, AS MORE MUNICIPAL HOUSING AUTHORITIES IN OUR REGION EMBRACE SMOKE-FREE REGULATIONS AND INCREASE THE AGE OF WHICH A PERSON MAY PURCHASE CIGARETTES OR OTHER TOBACCO PRODUCTS FROM 18 TO 21 YEARS OLD. HEALTH SCREENINGS OUTREACH TO VULNERABLE RESIDENTS WITH A RANGE OF HEALTH SCREENINGS AND REFERRALS. OVER 5,000 RESIDENTS VISITED OUR HEALTH VAN AND STAFF PROVIDED OVER 20,000 SCREENINGS AND VACCINATIONS. THIS INCLUDED SCREENINGS FOR CARDIOVASCULAR DISEASE, CANCER, DIABETES AND STROKE AND TARGETED OUR MOST VULNERABLE AND UNDER-SERVED POPULATIONS. YOUTH RISK BEHAVIORS EDUCATION ON TEEN PREGNANCY AND OTHER YOUTH RISK FACTORS THAT REACHED TEENS IN 12 AREA SCHOOLS AND AT AN AFTER SCHOOL DROP-IN CENTER AT OUR RAPPP OFFICES IN NEW BEDFORD. AN INTENSIVE, SUMMER AND AFTER-SCHOOL PROGRAM REGULARLY SERVED OVER 12 MINORITY YOUNG MEN. HEALTH INSURANCE TARGETED OUTREACH THAT HELPED RESIDENTS OBTAIN HEALTH INSURANCE, STAFF ASSISTED 13,262 PATIENTS WITH APPLICATIONS IN 2018. OUR PATIENT ACCESS TEAM CONDUCTED OVER 34 OUTREACH EVENTS THAT REACHED THOUSANDS OF VULNERABLE RESIDENTS WHO STILL LACK HEALTH INSURANCE OR HAVE DIFFICULTY RENEWING THEIR HEALTH INSURANCE. COMMUNITY HEALTH WORKERS COLLABORATION AND PROGRAMMING TO ADDRESS HEALTH EQUITY ISSUES IN OUR REGION BY WORKING TO INCREASE THE CAPACITY AND TRAINING OF COMMUNITY HEALTH WORKERS, PARTICULARLY THOSE SERVING RESIDENTS WHO FACE CULTURAL, LINGUISTIC AND ECONOMIC BARRIERS TO HEALTH CARE. THIS PAST YEAR WE WERE ABLE TO EXPAND CHW OUTREACH FOR CHRONIC DISEASE MANAGEMENT AND HELPED ORGANIZE SUPERVISOR AND OTHER CHW TRAININGS. COLLABORATION COALITION BUILDING AND ENGAGEMENT THAT HELPED MAKE MEANINGFUL CONNECTIONS ACROSS COMMUNITIES AND OUR REGION. WE PARTICIPATED OVER 30 COALITIONS REGION WIDE TO ADDRESS THE PRESSING SOCIAL CONDITIONS THAT IMPACT HEALTH INCLUDING ACCESS TO SAFE AND AFFORDABLE HOUSING, TRANSPORTATION, FOOD SECURITY, EDUCATIONAL ATTAINMENT, EMPLOYMENT, ENVIRONMENTAL JUSTICE AND MENTAL HEALTH AND SUBSTANCE USE DISORDERS. GRANT SUPPORT THIS PAST YEAR WE OFFERED A COMMUNITY BENEFITS IMPACT GRANT PROGRAM TO PROVIDE FUNDING WHICH BETTER ALIGNS SOUTHCOAST COMMUNITY BENEFITS PRIORITIES WITH PROJECTS UNDERTAKEN BY COMMUNITY PARTNERS. WE SUPPORTED 38 COMMUNITY PARTNERS WITH $138,595 IN FUNDING FOR PROJECTS RANGING FROM OUTREACH TO THE HOMELESS TO PROVIDING OPPORTUNITIES FOR PHYSICAL ACTIVITIES FOR INNER CITY YOUTH. THIS PROGRAM HAS NOT ONLY SUPPORTED WORTHWHILE PROJECTS IN THE COMMUNITY BUT ALSO HAS ENHANCED COLLABORATION AND COMMON GOAL SETTING WITH OUR COMMUNITY PARTNERS. 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 YES, AN ANNUAL REPORT IS FILED WITH THE OFFICE OF THE MASSACHUSETTS ATTORNEY GENERAL. true Inter-Church Council of Greater New Bedford 412 COUNTY STREET NEW BEDFORD MA 02740 042171191 501(C)(3) 6200 COMMUNITY OUTREACH STEPPINGSTONE INCORPORATED 5 DOVER ST STE 202 NEW BEDFORD MA 02740 042505146 501(C)(3) 5315 PATIENT SERVICES GREATER NEW BEDFORD COMMUNITY HEALTH CENTER 135 MARION ROAD WAREHAM MA 02571 042675800 501(C)(3) 5315 COMMUNITY OUTREACH NORTHSTAR LEARNING CENTER INC 53 LINDEN STREET NEW BEDFORD MA 02740 510200575 501(C)(3) 6200 PATIENT SERVICE WAREHAM AREA COMMITTEE FOR THE HOMELESS 6 RODGERS AVE WAREHAM MA 02571 412079668 501(C)(3) 7090 COMMUNITY OUTREACH BUZZARDS BAY COALITION INC 114 FRONT STREET NEW BEDFORD MA 02740 042971978 501(C)(3) 10000 COMMUNITY OUTREACH CHILDREN'S ADVOCACY CNTR OF BRISTOL COUNTY 58 ARCH STREET FALL RIVER MA 02724 043135548 501(C)(3) 15000 COMMUNITY OUTREACH CITY OF NEW BEDFORD 133 WILLIAM STREET NEW BEDFORD MA 02740 046001402 501(C)(3) 19075 COMMUNITY OUTREACH WAREHAM COMMUNITY FOR OUTDOOR RECREATION PO BOX 699 EAST WAREHAM MA 02538 813686913 501(C)(3) 15000 COMMUNITY OUTREACH WESTPORT FIRE DEPARTMENT 54 HIXBRIDGE ROAD WESTPORT MA 02790 046001361 98177 COST MEDICAL EQUIPMENT COMMUNITY OUTREACH FAIRHAVEN FIRE DEPARTMENT 146 WASHINGTON STREET FAIRHAVEN MA 02719 046001147 57763 COST MEDICAL EQUIPMENT COMMUNITY OUTREACH NEWPORT FIRE DEPARTMENT 43 BROADWAY NEWPORT RI 02840 056000260 31870 COST MEDICAL EQUIPMENT COMMUNITY OUTREACH LITTLE COMPTON FIRE 60 SIMMONS ROAD LITTLE COMPTON RI 02837 046000225 34500 COST MEDICAL EQUIPMENT COMMUNITY OUTREACH 13 0 SCHEDULE I, PART I, LINE 2 SOUTHCOAST COMMUNITY BENEFITS DEPARTMENT REQUIRES ALL GRANTEES TO SUBMIT SIX AND 12 MONTH REPORTS ON PROJECT RESULTS INCLUDING RESULTS OF "SMART" GOALS THAT ARE A REQUIREMENT OF THE GRANT APPLICATION. SHG ALSO MAINTAINS COMMUNICATION WITH GRANTEES DURING THE GRANT PERIOD TO DETERMINE OPPORTUNITIES FOR COLLABORATION WITH OTHER COMMUNITY BENEFITS PROGRAMMING. X true true X X X X false true false false false false false true false PAUL IANNINI PHYS. IN CHIEF, MED 620000 0 50000 0 144055 0 16200 0 16451 0 846706 0 0 0 KEITH HOVAN PRESIDENT & CEO 1040050 0 307200 0 365681 0 285258 0 19922 0 2018111 0 206538 0 CHRISTOPHER CHENEYMD TRUSTEE 0 512981 0 174069 0 55815 0 15600 0 12170 0 770635 0 0 LINDA BODENMANN EVP/COO/ASST CLERK (12/17) 615500 0 59900 0 165121 0 149415 0 16751 0 1006687 0 102509 0 DAVID DEJESUS JR SVP & CHRO 356454 0 36000 0 60994 0 16200 0 16951 0 486599 0 0 0 ROBERT CALDAS MD Senior VP & CMO 479833 0 0 0 90738 0 101010 0 20422 0 692003 0 81505 0 KRISTOFER LINDEMAN Treasurer 220891 0 0 0 0 0 11289 0 20122 0 252302 0 0 0 RENEE CLARK SVP/COO (SHG) 492250 0 84983 0 52544 0 110442 0 20422 0 760641 0 49969 0 JACK DRESSER SVP/CPO 276914 0 0 0 0 0 16200 0 20622 0 313736 0 0 0 MICHAEL COFONE SVP FINANCE & CONTROLLER 350000 0 25000 0 11006 0 66250 0 20622 0 472878 0 0 0 TIMOTHY EIXENBERGER CNO 294308 0 0 0 0 0 4500 0 7848 0 306656 0 0 0 WADE BROUGHMAN EVP FIN/CFO & Treasurer 240079 0 37434 0 20797 0 36165 0 7408 0 341883 0 0 0 JAMES FEEN SVP/CIO 267788 0 32500 0 0 0 10800 0 16768 0 327856 0 0 0 MELISSA ROSE GERGEL VP OF CONTRACTING/ REIMBURS. 241843 0 0 0 0 0 14850 0 20131 0 276824 0 0 0 DANIEL SOUSA MD EX-OFFICIO 0 363616 0 16787 0 131861 0 15600 0 15630 0 543494 0 0 PART I, LINE 1A THE FOLLOWING INDIVIDUALS HAD GROSSED UP AMOUNTS INCLUDED IN THEIR TAXABLE INCOME: WADE BROUGHMAN - RELOCATION REIMBURSEMENTS OF $12,566 WERE GROSSED UP TO $21,835 PART I, LINE 4B OFFICERS, DIRECTORS, AND KEY EMPLOYEES WHO ARE EMPLOYEES OF SHG PARTICIPATE IN SHG'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. PAUL IANNINI - $117,000 DAVID DEJESUS - $58,836 KEITH HOVAN - $254,064 LINDA BODENMANN - $107,850 ROBERT CALDAS - $81,655 RENEE CLARK - $50,061 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 $99,300 WAS INCLUDED IN MR. HOVAN'S 2017 FORM W-2 AND SCH J, PART II, COLUMN B(III). LINDA BODENMANN - SOUTHCOAST HOSPITAL GROUP, INC. ESTABLISHED AN EXECUTIVE BENEFIT PLAN FOR THE BENEFIT OF LINDA BODENMANN. UNDER THE TERMS OF THE PLAN, A CONTRIBUTION CREDIT, INCLUDED IN SCHEDULE J, PART I, COLUMN (C) IS CREDITED TO HER ACCOUNT ON A YEARLY BASIS. THE ACCOUNT BALANCE VESTS AS FOLLOWS: DECEMBER 31, 2012 - 50%; DECEMBER 31, 2015 -75 %; AND THE DATE THE PARTICIPANT ATTAINS AGE 62 AND COMPLETES 3 YEARS OF FULL SERVICE WITH THE EMPLOYER BEGINNING ON JANUARY 1, 2008 - 100%. PURSUANT TO THE PLAN, $48,750 WAS INCLUDED IN MS. BODENMANN'S 2017 FORM W-2 AND SCH J, PART II, COLUMN (B) (III). PART I, LINE 7 A PORTION OF EXECUTIVE'S CASH COMPENSATION IS AT RISK AND PAID VIA AN INCENTIVE PLAN IN WHICH EXECUTIVE AND ORGANIZATIONAL PERFORMANCE IS ASSESSED BY THE BOARD OF TRUSTEES AGAINST PRE-DETERMINED MEASURES. A Mass Health and Educational Facilities Authority 042456011 57586C6T7 2008-06-09 47365000 Extinguish Bridge Bank Loan false false false B Mass Health and Educational Facilities Authority 042456011 57586ELV1 2009-10-07 56122025 Construct/renovate oncology center false false false C Mass Development Finance Agency 043431814 999999999 2012-01-31 46965000 Refinancing false false false D Mass Development Finance Agency 043431814 57583UTY4 2013-02-14 60879456 Construct/renovate care centers false false false A 0 0 47365000 0 0 0 621954 11724 46731322 0 0 0 2008 false false true true B 0 0 56122025 0 0 0 1064650 0 0 55057375 0 0 2011 false false true true C 0 0 46965000 0 0 0 254694 0 0 0 46710306 0 2012 true false true false D 0 0 60879456 0 0 0 759501 0 0 60119955 0 0 2014 false false true false A false false false false 0.00100 0.00060 0.00160 false false false true B false false false false 0.00000 0.00000 0.00000 false false false true C false true true true false 0.00030 0.00130 0.00160 false false false true D false false false false 0.00000 0.00000 0.00000 false false false true A true true true Goldman Sachs 29. false false false 0 false true B true false false 0 false 0 false true C true false false 0 false 0 false true D true false false 0 false 0 false true A true B true C true D true SCHEDULE K SUPPLEMENTAL INFORMATION PART II, LINE 9, COLUMN A WORKING CAPITAL EXPENDITURES FROM PROCEEDS OF THE SERIES C BONDS WERE ISSUED FOR THE PURPOSE OF REPAYING A BRIDGE LOAN FROM A COMMERCIAL BANK MADE TO REFINANCE SOUTHCOAST'S SERIES B BOND ISSUE. SHEPARD GROUP INC 35% CONTROLLED ENTITY 238140 SERVICES false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 38821710 SERVICES false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 2959488 SERVICES false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 509155 SERVICES false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 1162388 SERVICES false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 3177568 NUTRITION false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 1419954 SUPPLIES false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 1152560 SERVICES false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 150000 SERVICES false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 309243 SUPPLIES false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 18945445 SUPPLIES false X 5 105110 Mean Value X event items 291 54565 cost/sales price 0 false true false PART I, COLUMN (B) THE AMOUNT REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. PART I, LINE 1 AND PART III, LINE 1: SOUTHCOAST HOSPITALS GROUP (SHG) OWNS AND OPERATES THREE COMMUNITY BASED ACUTE CARE HOSPITALS - CHARLTON MEMORIAL HOSPITAL IN FALL RIVER, ST LUKES HOSPITAL IN NEW BEDFORD AND TOBEY HOSPITAL IN WAREHAM, MA. SHG SERVES AS THE SAFETY NET PROVIDER TO A CULTURALLY DIVERSE AND ECONOMICALLY CHALLENGED REGION WITH GOVERNMENT SPONSORED PROGRAMS COVERING APPROXIMATELY 70% OF ITS PATIENTS. IN SOME COMMUNITIES, SHG IS THE SOLE PROVIDER OF HOSPITAL SERVICES AND IN ITS REGION THE SOLE PROVIDER OF ADVANCED CLINICAL SERVICES SUCH AS OPEN HEART SURGERY AND OTHER ADVANCED CARDIAC SERVICES, MATERNITY AND NEONATAL INTENSIVE CARE SERVICES. SOUTHCOAST PROVIDES ADVANCED EMERGENCY CARE 24 HOURS PER DAY, 7 DAYS A WEEK AT ALL THREE HOSPITALS. PART VI, SECTION A, LINE 1: THE EXECUTIVE COMMITTEE SHALL, EXCEPT AS PROHIBITED BY LAW OR LIMITED BY THE BOARD, HAVE ALL THE POWERS OF THE BOARD IN CONNECTION WITH THE MANAGEMENT AND OPERATION OF SHG BETWEEN MEETINGS OF THE BOARD RELATED TO URGENT MATTERS WHICH THE COMMITTEE DETERMINES CANNOT WAIT FOR THE NEXT REGULARLY SCHEDULED BOARD MEETING, INCLUDING DELEGATION OF AUTHORITY, EXCEPT IN REMOVING ANY MEMBER OF THE MEDICAL STAFF. ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE FULLY REPORTED TO THE BOARD AT ITS NEXT MEETING. PART VI, SECTION A, LINE 2: CERTAIN OFFICERS AND TRUSTEES OF SHG ARE OFFICERS OR TRUSTEES OF RELATED ORGANIZATIONS. INDIVIDUALS WITH REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS IN PART VII, SECTION A, COLUMN (E), ARE EMPLOYEES OF RELATED ORGANIZATIONS. PART VI, SECTION A, LINE 6: THE SOLE MEMBER OF SHG IS SOUTHCOAST HEALTH SYSTEM, INC (SHS), A CHARITABLE ORGANIZATION ACTING THROUGH ITS BOARD OF TRUSTEES. PART VI, SECTION A, LINE 7A: TRUSTEES ARE ELECTED AND REMOVED AND SHALL OTHERWISE SERVE AS SET FORTH IN THE BYLAWS OF ITS SOLE CORPORATE MEMBER, SHS. PART VI, SECTION A, LINE 7B: THE GOVERNANCE OF SHG IS VESTED IN THE BOARD OF TRUSTEES AND IT MAY EXERCISE ALL POWERS OF THE CORPORATION EXCEPT THOSE POWERS RESERVED TO SHS BY LAW, THE ARTICLES OF ORGANIZATION, OR SHG'S BYLAWS. 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, DIRECTORS 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 DISLCOSURES, 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 INTERESTS 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 ANY BOARD OR 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 B, LINE 15: COMPENSATION FOR ALL VICE PRESIDENTS AND THE SENIOR LEADERSHIP TEAM (SLT) IS ESTABLISHED USING THE FOLLOWING PROCEDURES:(1) REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE OF SHS WITHOUT THE INVOLVEMENT OF PERSONS WITH CONFLICT OF INTEREST IN RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE; (2) USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED HEALTH SYSTEMS. THE COMPENSATION COMMITTEE ENGAGED THE SERVICES OF AN INDEPENDENT HUMAN RESOURCE CONSULTING FIRM ("CONSULTANT") TO PROVIDE UPDATED COMPENSATION DATA AND ASSESS THE REASONABLENESS OF THE TOTAL COMPENSATION PROVIDED TO SHG EXECUTIVES. THIS INCLUDED RELATIVE COMPETITIVE MARKET PRACTICE INFORMATION FOR THE NORTHEAST REGION MARKET OBTAINED FROM TWO HEALTHCARE EXECUTIVE COMPENSATION SURVEYS THAT WERE PREPARED BY INDEPENDENT FIRMS. THE CONSULTANT ALSO COMPILED NATIONAL MARKET DATA FROM THREE COMMERCIALLY AVAILABLE HEALTHCARE EXECUTIVE COMPENSATION SURVEYS PREPARED BY INDEPENDENT FIRMS: AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. PART VI, SECTION C, LINE 19: SHG 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: TRANSFERS AMONG AFFILIATES (68,750,000) POST RET. AND OTHER CHANGES IN NET ASSETS $3,598,322 CHANGE IN VALUE OF PERPETUAL TRUSTS $1,446,522 ______________ TOTAL ($63,705,156) PART XII, LINE 2A & 2B: FINANCIAL RESULTS FOR SHG ARE INCLUDED IN THE SOUTHCOAST HEALTH SYSTEM, INC AND AFFILIATES CONSOLIDATED FINANCIAL STATEMENTS AS OF AND FOR THE YEARS ENDED SEPTEMBER 30, 2018 AND 2017 WHICH WERE ISSUED WITH AN INDEPENDENT AUDITOR'S REPORT WITH AN UNQUALIFIED AUDIT OPINION. INCLUDED IN THESE AUDITED FINANCIAL STATEMENTS IS SUPPLEMENTAL CONSOLIDATED INFORMATION FOR THE YEAR ENDED SEPTEMBER 30, 2018. NO STAND ALONE AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR SHG FOR THE YEAR ENDED SEPTEMBER 30, 2018. SOUTHCOAST HEALTH SYSTEM INC 101 PAGE ST NEW BEDFORD MA 02740 042794625 SUPP. 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