2019-08-15T08:15:06-05:00 2018-09-30 PricewaterhouseCoopers LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2017-10-01 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 2019-08-15 true PAUL J TANIS P01441612 6175305000 2019-08-05 167.68.125.77 04363820192275000011 2019-08-15 P 7AB26BFB494F9B6E6B708F91EEB15FCE68C3CB22 C3A24384C7FB6CB8AB7906F598D11C961889714C 2017 2019-02-21 02:37:17Z KEITH HOVAN C/O ACCTING DEPT 101 PAGE ST NEW BEDFORD MA 02740 55025524 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. 18 14 0 19 -143736 -154786 0 0 0 7641281 6136034 6430239 0 0 6136034 14071520 0 0 0 0 0 0 0 0 0 1410785 2349315 1410785 2349315 4725249 11722205 134087727 155698271 5178668 10279308 128909059 145418963 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) true false 2719 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 1277653 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. 2047360 0 6363628 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. 2050079 true false false false false false false false false false true true true true 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 X 18 14 true false false 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 1.0 2.0 X 0 0 0 Christopher Cheney MD Trustee 1.0 42.0 X 0 742865 27770 Keith Hovan President & CEO 1.0 63.0 X X 0 1712931 305180 Jean MacCormack TRUSTEE (UNTIL 12/2017) 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 Jason Rua Chair 1.0 3.0 X X 0 0 0 Carl Taber Trustee (Until 12/2017) 1.0 2.0 X 0 0 0 Robert Tripp Jr DO Trustee 1.0 2.0 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 SALMAN BASHIR MD TRUSTEE 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 PHILLIP KNIGHT MD EX-OFFICIO (until 12/2017) 1.0 2.0 X 0 0 0 JOHN LENTINI MD TRUSTEE 1.0 2.0 X 0 0 0 ELIZABETH HUIDEKOPER TRUSTEE 1.0 2.0 X 0 0 0 DANIEL SOUSA MD EX-OFFICIO 1.0 42.0 X 0 512264 31230 CHRISTOPHER HODGSON TRUSTEE 1.0 2.0 X 0 0 0 HELENA DASILVA HUGHES TRUSTEE 1.0 2.0 X 0 0 0 Linda Bodenmann EVP/COO/ASST CLERK (12/2017) 1.0 62.0 X 0 840521 166166 WADE BROUGHMAN TREASURER 1.0 63.0 X 0 298310 43573 RENEE CLARK ASSISTANT CLERK 1.0 63.0 X 0 629777 130864 Kristofer Lindeman FORMER Treasurer 0.0 61.0 X 0 220891 31411 0 4957559 736194 0 true true false PREMIER HEALTHCARE SOLUTIONS 5882 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 CONSULTING 173002 EPIC SYSTEMS CORPORATION PO BOX 88314 MILWAUKEE WI 53288 IT SYSTEM CONSULTANT 128890 2 0 INTEREST IN SOUTHCOAST HEALTH NETWORK 561000 6363628 6363628 INTEREST IN SOUTHCOAST BEHAVIORAL HEALTH 621300 1277653 1277653 7641281 1702919 -143736 1846655 0 0 0 0 0 45681324 40954004 4727320 4727320 4727320 0 0 0 0 0 0 0 0 0 0 14071520 7641281 -143736 6573975 X 0 0 0 0 0 0 0 0 0 0 0 63161 63161 0 0 0 273286 273286 1462687 1460687 2000 0 0 4789 4214 575 0 0 127018 111776 15242 0 29104 29104 0 17598 17598 0 0 67779 59646 8133 100689 100689 TRAINING & PROFESSIONAL DEVEL. 151397 151397 REPAIRS & MAINTENANCE 37063 37063 TELEPHONE & INTERNET 8171 8171 OTHER EXPENSES 6573 6573 2349315 2050079 299236 0 0 0 3587407 12839351 0 0 0 0 0 0 0 0 0 0 0 0 0 1210997 724592 70679 11754 653913 102133110 109023189 10678656 9127752 7620403 12840375 0 0 10056397 10002694 134087727 155698271 384413 2233843 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4794255 8045465 5178668 10279308 X 128909059 145418963 0 0 0 0 128909059 145418963 134087727 155698271 X 11722205 -812301 2100000 3500000 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 68750000 0 SOUTHCOAST VISITING NURSES ASSOCIATION INC 042105745 10 false 0 0 3 68750000 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. 17798 1315 16483 706794 69364 637430 653913 MULTISTRATEGY HEDGE FUNDS 6965064 F PRIVATE EQUITY 2162688 F 9127752 INVESTMENT IN CPAC 407999 C INVESTMENT IN JOINT VENTURE 8485518 C INVESTMENT IN BORDEN ASSOC 3741 C INVESTMENT IN HMI 3512548 C INVESTMENT IN MASS VALUE ALLIA 240000 C INVESTMENT IN PREMIER 190569 C 12840375 DUE FROM AFFILIATES 5773449 SETTLEMENTS FROM THIRD PARTIES 4215776 WORK IN PROCESS 13469 10002694 0 DUE TO AFFILIATES 8045465 8045465 PART X, LINE 2 SHS ADOPTED FIN48 IN FISCAL YEAR 2008. THERE IS NO FOOTNOTE DISCLOSURE IN ITS FISCAL SEPTEMBER 30, 2018 CONSOLIDATED AUDITED FINANCIAL STATEMENTS SINCE THE ADOPTION OF FIN 48 WAS NOT MATERIAL. Central America and the Caribbean 0 1 Program Services CAPTIVE INSURANCE 6405391 Central America and the Caribbean Investments 407999 0 1 0 1 6813390 6813390 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 82761 82761 0.01340 3738933 2786587 952346 0.15430 3821694 2786587 1035107 0.16770 3821694 2786587 1035107 0.16770 true 570724 3082 9981866 7792477 2189389 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 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 2018. 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 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, 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 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 10 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 OF MASSACHUSETTS, INCLUDING SEVERAL URBAN CENTERS WITH A NUMBER OF DEMOGRAPHIC CHALLENGES, AND RURAL AND SUBURBAN TOWNS. ALTHOUGH THE OVERALL POPULATION HAS GROWN, ACCORDING TO DATA FROM SOUTHCOASTS 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 SOUTHCOAST 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 BEDFORDS POPULATION THAN ELSEWHERE IN THE SOUTHCOAST. INDEED, NON-WHITE RESIDENTS ACCOUNT FOR ONE-THIRD (33.0%) OF NEW BEDFORDS TOTAL POPULATION. AS MAJOR DESTINATIONS FOR THE REGIONS 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. PORTUGUESE SPEAKERS ARE BEING SUPPLANTED BY SPANISH SPEAKERS IN THE REGIONS CITIES, ALTHOUGH SOME PORTUGUESE-ONLY SPEAKERS REMAIN, PARTICULARLY IN FALL RIVER AND NEW BEDFORD BUT ALSO IN SOME OF THE REGIONS SUBURBS SUCH AS ACUSHNET, DARTMOUTH, FAIRHAVEN, AND WESTPORT. THE AGE COHORTS IN THE SOUTHCOAST 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 REGIONS 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 SOUTHCOAST OVERALL. SOUTHCOAST 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. 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 SOUTHCOAST COMMUNITIES HAVE SEEN MEDIAN HOUSEHOLD INCOMES EITHER STAGNATE OR DECLINE FROM 2009 TO 2014. EXAMINING THE 2014 MEDIAN INCOMES FOR SOUTHCOAST COMMUNITIES REVEALS A TREND SIMILAR TO THE PER CAPITA INCOMES THE MAJORITY OF THE REGIONS 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 RIVERS MEDIAN HOUSEHOLD INCOME IS LESS THAN HALF THAT OF THE COMMONWEALTH AS A WHOLE. THE SOUTHCOAST IN GENERAL 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 SOUTHCOAST 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 REGIONS 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 SOUTHCOAST RESIDENTS FACE ENVIRONMENTAL FACTORS THAT MAY BE A DETRIMENT TO THEIR HEALTH. FOR EXAMPLE: - BRISTOL COUNTY, WHICH COMPRISES MOST OF THE SOUTHCOAST SERVICES AREA, HAS THE SECOND LOWEST FOOD ENVIRONMENT INDEX IN THE STATE, INDICATING SIGNIFICANT BARRIERS TO HEALTHY FOOD ACCESS. - SOUTHCOAST 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 SOUTHCOAST 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 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 SOUTHCOAST HEALTH COMMUNITY BENEFITS PROGRAM COORDINATES ACTIVITES ACROSS VARIOUS AFFILIATES. SOUTHCOAST HOSPITALS EACH YEAR INVESTS MILLIONS IN DIRECT SERVICES AND PROGRAMS THAT ARE DESIGNED TO ADDRESS PRESSING HEALTH ISSUES IN SOUTHCOASTS REGION AND IMPROVE SOUTHCOASTS COMMUNITIES HEALTH. THE SOUTHCOAST COMMUNITY BENEFITS PROGRAM IS UNDER THE OVERALL DIRECTION OF A COMMUNITY BENEFITS COMMITTEE THAT MEETS SIX TIMES ANNUALLY TO REVIEW AND ADVISE ON ACTIVITIES AND EXPENDITURES RELATED TO COMMUNITY BENEFITS. THIS COMMITTEE REPORTS TO THE SOUTHCOAST HOSPITALS GROUP BOARD OF TRUSTEES AND IS CHAIRED BY A TRUSTEE. THE COMMITTEE INCLUDES SOUTHCOAST LEADERSHIP AND STAFF, ALONG WITH REPRESENTATIVES FROM THE VARIOUS COMMUNITIES SERVED BY SOUTHCOAST HOSPITALS. MANY OF SOUTHCOASTS COMMUNITY MEMBERS HAVE EXPERTISE IN MATTERS CONCERNING THE HEALTH AND WELFARE OF THE COMMUNITY AND ARE ACTIVE MEMBERS OF LOCAL AND REGIONAL COALITIONS. THIS BOARD REPRESENTS THE DIVERSITY OF SOUTHCOASTS REGION, WITH MEMBERS WHO ARE ACTIVE LEADERS IN MINORITY COMMUNITIES INCLUDING THE CAPE VERDEAN, HISPANIC AND PORTUGUESE COMMUNITIES. A NUMBER OF SOUTHCOAST STAFF PARTICIPATE AND PROVIDE LEADERSHIP IN LOCAL AND REGIONAL COALITIONS, INCLUDING COMMUNITY HEALTH NETWORK AREAS (CHNAS) IN FALL RIVER AND NEW BEDFORD, THE WAREHAM COMMUNITY SERVICES COLLABORATIVE, VOICES FOR A HEALTHY SOUTHCOAST AND MASS IN MOTION, A REGIONAL WORKSITE WELLNESS COLLABORATIVE, HEALTH ACCESS, HEALTH EQUITY AND YOUTH EMPOWERMENT TASK FORCES IN GREATER NEW BEDFORD AND FALL RIVER, HOMELESS COALITIONS IN WAREHAM AND NEW BEDFORD AND SUBSTANCE MISUSE AND MENTAL HEALTH COALITIONS. ALSO, A NUMBER OF SOUTHCOASTS PHYSICIANS LEAD HEALTHY ACTIVITIES SUCH AS MONTHLY WALKS THAT ARE OPEN TO COMMUNITY MEMBERS. COMMUNITY BENEFITS ACTIVITIES BY SOUTHCOAST STAFF ARE ORGANIZED THROUGH AN INTERNAL COMMUNITY BENEFITS TASK FORCE THAT MEETS BI-MONTHLY TO PLAN AND COORDINATE PROGRAMS AND ACTIVITIES. THIS TEAM CONSISTS OF REPRESENTATIVES FROM DEPARTMENTS THAT REGULARLY ENGAGE IN OUTREACH IN THE COMMUNITY, INCLUDING STAFF FROM SOUTHCOASTS SOUTHCOAST HEALTH VAN, SOCIAL SERVICES, STROKE OUTREACH, DIABETES MANAGEMENT, BEHAVIORAL HEALTH SERVICES, PATIENT ACCESS SERVICES, CANCER OUTREACH, SMOKING CESSATION, SOUTHCOASTS YOUTH RISK BEHAVIORS PROGRAM AND OTHERS. SENIOR MANAGEMENT RESPONSIBILITY FOR THE COMMUNITY BENEFITS PROGRAM RESTS WITH SOUTHCOASTS SENIOR VICE PRESIDENT, CHIEF BRAND AND STRATEGY OFFICER, WHO ALSO SERVES AS A MEMBER OF THE COMMUNITY BENEFITS COMMITTEE. THE COMMUNITY BENEFITS MANAGER, WHO REPORTS TO THE GOVERNMENT AFFAIRS DIVISION, MANAGES SOUTHCOASTS DAY-TO-DAY COMMUNITY BENEFITS ACTIVITIES AND LEADS THE INTERNAL COMMUNITY BENEFITS TASK FORCE. SOUTHCOAST ALSO CONDUCTS REGULAR UPDATES AND PRESENTATIONS ON COMMUNITY BENEFITS ACTIVITIES TO SOUTHCOAST LEADERSHIP THROUGH DIRECTORS AND MANAGERS/SUPERVISORS MEETINGS AT ALL THREE HOSPITAL SITES ALONG WITH PRESENTATIONS ON COMMUNITY BENEFIT ACTIVITIES WHICH ARE PERIODICALLY MADE TO ALL LEVELS OF EMPLOYEES. INFORMATION IS ALSO PRESENTED THROUGH ARTICLES IN SOUTHCOASTS INTERNAL HOSPITAL PUBLICATIONS AND IN A COMMUNITY NEWSLETTER. INFORMATION IS REGULARLY SHARED WITH THE COMMUNITY THROUGH COLLABORATIVE MEETINGS AND FORUMS. PART VI, LINE 7 NONE false true false false false false false false false Christopher Cheney MD Trustee 0 512981 0 174069 0 55815 0 15600 0 12170 0 770635 0 0 Keith Hovan President & CEO 0 1040050 0 307200 0 365681 0 285258 0 19922 0 2018111 0 206538 Linda Bodenmann EVP/COO/ASST CLERK (12/2017) 0 615500 0 59900 0 165121 0 149415 0 16751 0 1006687 0 102509 Kristofer Lindeman FORMER Treasurer 0 220891 0 0 0 0 0 11289 0 20122 0 252302 0 0 WADE BROUGHMAN TREASURER 0 240079 0 37434 0 20797 0 36165 0 7408 0 341883 0 0 RENEE CLARK ASSISTANT CLERK 0 492250 0 84983 0 52544 0 110442 0 20422 0 760641 0 49969 DANIEL SOUSA MD EX-OFFICIO 0 363616 0 16787 0 131861 0 15600 0 15630 0 543494 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 - $254,064 LINDA BODENMANN - $107,850 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 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 2: IN FISCAL 2018 SHS HELD AN INTEREST IN SOUTHCOAST HEALTH NETWORK (SHN). 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 MASSHEALTH (MEDICAID) MANAGED CARE PROGRAM. 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 REPRESENT DIVIDENDS TO/FROM PARENT OF $3,500,000. 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, 2017 AND 2018 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, 2018. NO STAND ALONE AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR SHS FOR THE YEAR ENDED SEPTEMBER 30, 2018. FORM 990 PART IX LINE 11G DESCRIPTION:INTERCONTRACTED SERVICES TOTAL FEES:2000 FORM 990 PART IX LINE 11G DESCRIPTION:NON EMPLOYEE FEES - OTHER TOTAL FEES:131170 FORM 990 PART IX LINE 11G DESCRIPTION:OUTSOURCED SERVICES TOTAL FEES:985056 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING AND ADVISORY FEES TOTAL FEES:344461 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 6363628 15539736 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 6802741 34961761 1.00000 true Southcoast Physicians Network Inc 101 Page St New Bedford MA 02740 450568782 IPA MA SHS C Corp 756380 5552205 1.00000 true Health Management Initiatives Inc 363 Highland Ave Fall River MA 02720 042998712 COMM RENTAL MA SHS C Corp 676236 6284256 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 R 68750000 CASH Southcoast Physicians Group Inc P 3793406 CASH Southcoast Physicians Group Inc Q 217613 CASH Southcoast Hospitals Group Inc S 68750000 CASH Southcoast Hospitals Group Inc Q 143984 CASH Southcoast Hospitals Group Inc O 6202053 CASH Southcoast Physicians Group Inc L 547381 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.