2026-08-15T07:16:20-05:00 2025-09-30 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 462045108 990 2024-10-01 042105926 SOUTH SHORE HEALTH SYSTEM INC SOUT 7816248000 55 FOGG ROAD SOUTH WEYMOUTH MA 02190 STEPHEN JENNEY SVP & CFO 7816248000 2026-08-14 1 1 SHAWNA M JANSONS P01222873 3174648600 2024 2025-03-06 01:10:19Z STEPHEN JENNEY 55 FOGG ROAD SOUTH WEYMOUTH MA 02190 164758480 0 X WWW.SOUTHSHOREHEALTH.ORG X 1982 MA SOUTH SHORE HEALTH SYSTEM, INC. MANAGES AND SUPPORTS AFFILIATE OPERATIONS TO (1) SUPPORT THE ADVANCEMENT OF KNOWLEDGE AND PRACTICE OF HEALTHCARE AND (2) SPONSOR PROGRAMS TO SUPPORT THE HEALTH AND WELFARE OF ALL PERSONS. 12 9 0 9 0 0 0 500000 118583988 121677951 4098465 2539177 1711286 1690433 124393739 126407561 0 0 0 0 0 0 0 0 0 120719165 123821792 120719165 123821792 3674574 2585769 70850164 73037374 7148643 8956912 63701521 64080462 SOUTH SHORE HEALTH SYSTEM'S MISSION IS YOUR HEALTH. OUR PASSION. ONE COMMUNITY. 0 0 103711306 0 123357699 HEALTH CARE DELIVERY: MANAGE AND SUPPORT AFFILIATE OPERATIONS TO (1) SUPPORT THE ADVANCEMENT OF KNOWLEDGE AND PRACTICE OF HEALTHCARE AND (2) SPONSOR PROGRAMS TO SUPPORT THE HEALTH AND WELFARE OF ALL PERSONS. 103711306 1 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 75 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 9 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA CO CT DC FL GA MA ME NH NJ NY RI TN X STEPHEN JENNEY 7816248000 55 FOGG RD SOUTH WEYMOUTH MA 01290 ALLEN SMITH MD PRESIDENT & CEO 1.00 43.50 X X 0 1489491 181901 KIMBERLY DEVER MD DIRECTOR, CHIEF OB/GYN 1.00 42.50 X 0 773136 38170 AMANDA MARCHICA DO DIRECTOR 1.00 42.50 X 0 456576 36502 CHRISTOPHER DUCKO MD DIRECTOR AS OF 1/1/2025 1.00 3.50 X 0 90000 0 BRADFORD SAMPSON MEDICAL STAFF PRES. THRU 1/1/2025 1.00 3.50 X 0 40000 0 ELLEN ESSENFELD VICE CHAIR AS OF 1/1/2025 1.00 3.50 X X 0 0 0 THOMAS MCCARTHY CHAIR AS OF 1/1/2025 1.00 3.50 X X 0 0 0 ALAN MCKIM DIRECTOR 1.00 3.50 X 0 0 0 GRACE LEE DIRECTOR 1.00 3.50 X 0 0 0 KENNETH QUIGLEY JR DIRECTOR 1.00 3.50 X 0 0 0 MICHAEL SHEEHAN DIRECTOR 1.00 3.50 X 0 0 0 PAMELA O'LEARY CHAIR THRU 1/1/2025 1.00 3.50 X X 0 0 0 PAUL WANTANABE PHD DIRECTOR 1.00 3.50 X 0 0 0 PAULA L BECKER DIRECTOR 1.00 3.50 X 0 0 0 STEPHEN JENNEY CFO & TREASURER 1.00 43.50 X 0 585322 70881 JOSEPH R DRISCOLL ESQ SECRETARY 1.00 43.50 X 0 525219 38980 0 3959744 366434 0 0 1 0 DELL MARKETING LP C/O DELL USA LP PO BOX 643561 PITTSBURGH PA 152643561 IT LICENSING 2137165 ECG MANAGEMENT CONSULTANTS PO BOX 74008176 CHICAGO IL 606742500 MANAGEMENT CONSULTING 1534668 GOOD HARBOR GROUP LLC PO BOX 4210 PORTSMOUTH NH 038002421 IT SERVICES 1428663 FOXROCK LONGWATER II REALTY LLC 350 GRANITE ST SUITE 2205 BRAINTREE MA 02184 MANAGEMENT COMPANY 705581 GRANITE TELECOMMUNICATIONS LLC PO BOX 983119 BOSTON MA 022983119 IT SERVICES 639174 19 500000 500000 ALLOCATED CORP SVC REV 900099 121677951 121677951 121677951 449392 449392 40440704 38350919 2089785 2089785 2089785 CO-OP DISTRIBUTION 900099 1299081 1299081 SECURITY 900099 259656 259656 MEDICAL RECORD INCOME 900099 116336 116336 15360 4675 10685 1690433 126407561 123357699 0 2549862 X 756782 756782 444057 444057 58615 58615 16225424 8573226 7652198 943197 943197 2814316 2814316 23572320 23305091 267229 3955212 3107487 847725 39948 39948 862821 862821 ALLOCATED SALARIES 53320893 51352665 1968228 ALLOCATED BENEFITS 14727646 14184006 543640 EQUIP. MAINT. CONTRACTS 2241908 2241908 REPAIRS 1077766 1077766 2780887 84102 2696785 123821792 103711306 20110486 0 7332515 4627861 300000 0 4588285 4970587 314625 69952 251448 244673 24434077 4340085 33943839 58854168 70850164 73037374 7023896 8846826 124747 110086 7148643 8956912 X 60301330 60587442 3400191 3493020 63701521 64080462 70850164 73037374 2585769 -2200054 -6774 0 X 0 1 X 1 0 X X 1 SOUTH SHORE HOSPITAL INC 042769210 3 1 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 SCHEDULE A, PART IV, SECTION A, LINE 6: SOUTH SHORE HEALTH SYSTEM, INC. (SSHS) IS PART OF A HEALTH CARE SYSTEM THAT INCLUDES SOUTH SHORE HOSPITAL, THE SPECIFIED SUPPORTED ORGANIZATION, AND OTHER AFFILIATES, ALL LISTED IN PART II OF SCHEDULE R. IN ADDITION TO SOUTH SHORE HOSPITAL, SSHS PROVIDES SUPPORT TO ALL AFFILIATES, ALL OF WHICH ARE RECOGNIZED AS 501(C)(3) ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS, AND ARE OPERATED, SUPERVISED OR CONTROLLED DIRECTLY BY, OR IN CONNECTION WITH, SOUTH SHORE HOSPITAL. 0 0 0 0 0 0 0 0 1 58615 58615 0 PART II-B, LINE 1: MHA DUES RELATED TO LOBBYING 3402169 93326 3495495 2896202 505967 3402169 2804488 91714 2896202 3568047 -763559 2804488 3197576 0 370471 3568047 0.00000 0.53000 0.47000 0 0 244673 244673 69952 69952 0 244673 OTHER NONCURRENT ASSETS 66000 DUE FROM AFFILIATES 58788168 58854168 OTHER NONCURRENT LIABILITIES 110086 110086 X PART V, LINE 4: SOUTH SHORE HEALTH SYSTEM MAINTAINS ITS ENDOWMENT FUNDS TO FURTHER THE CHARITABLE PURPOSES OF SOUTH SHORE HOSPITAL AND ITS AFFILIATES. IN PRIOR YEARS, ENDOWMENT FUNDS HAVE BEEN USED TO MAINTAIN AND IMPROVE INFRASTRUCTURE AND TECHNOLOGY THROUGHOUT THE SYSTEM AND ADD AND EXPAND PROGRAM SERVICE OFFERINGS TO THE COMMUNITY. PART X, LINE 2: THE CORPORATION FOLLOWS THE PROVISIONS OF FASB ASC 740, INCOME TAXES, RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. ASC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. IT PRESCRIBES AN UNCERTAINTY THRESHOLD AND MEASUREMENT ATTRIBUTES FOR FINANCIAL STATEMENT DISCLOSURE OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. 0 0 0 0 0 0 0 0 0 ALLEN SMITH MD PRESIDENT & CEO 0 1013690 0 465133 0 10668 0 160350 0 21551 0 1671392 0 250000 KIMBERLY DEVER MD DIRECTOR, CHIEF OB/GYN 0 645560 0 97793 0 29783 0 10350 0 27820 0 811306 0 0 STEPHEN JENNEY CFO & TREASURER 0 533878 0 45900 0 5544 0 20700 0 50181 0 656203 0 0 JOSEPH R DRISCOLL ESQ SECRETARY 0 458111 0 39321 0 27787 0 10350 0 28630 0 564199 0 0 AMANDA MARCHICA DO DIRECTOR 0 275810 0 180390 0 376 0 10350 0 26152 0 493078 0 0 PART I, LINE 3 THE PRESIDENT/CEO OF SSHS RECEIVES COMPENSATION FOR SERVICES PERFORMED FOR A RELATED ORGANIZATION. SOUTH SHORE HEALTH SYSTEM HAS A COMPENSATION COMMITTEE THAT MEETS PERIODICALLY AND ENGAGES AN INDEPENDENT EXTERNAL COMPENSATION CONSULTING FIRM TO ESTABLISH THE COMPENSATION OF THE CEO AND OTHER KEY EMPLOYEES. THE CONSULTING FIRM DEVELOPS AND PRESENTS ALL MATERIALS INCLUDING MARKET TRENDS, COMPENSATION STUDIES AND SURVEYS, AND ADHERES TO BEST PRACTICES GUIDELINES. THE FINAL RECOMMENDATION FOR COMPENSATION CHANGES IS PRESENTED AND APPROVED BY THE ENTIRE INDEPENDENT COMMUNITY OF THE SYSTEM'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 2 THE PERSONS LISTED IN PART VII HAVE A "BUSINESS RELATIONSHIP" WITH ONE ANOTHER DUE TO THE OVERLAPPING BOARD STRUCTURE OF SOUTH SHORE HEALTH SYSTEM AND ITS RELATED ENTITIES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS PREPARED INTERNALLY AND REVIEWED BY THE TAX PRACTICE OF ITS INDEPENDENT AUDITORS. THE RETURN IS THEN REVIEWED BY THE TREASURER. FORM 990 IS UPLOADED TO THE GOVERNING BOARD'S WEB PORTAL FOR ALL BOD MEMBERS TO REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST FORM ANNUALLY. THE FORMS ARE REVIEWED FOR CONFLICTS OR POTENTIAL CONFLICTS. BOARD MEMBERS ABSTAIN FROM VOTING ON MATTERS THAT PRESENT A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 PARENT CORPORATION SOUTH SHORE HEALTH SYSTEM HAS NO EMPLOYEES, HOWEVER, THROUGH ITS BOARD'S COMPENSATION COMMITTEE, MAKES COMPENSATION DECISIONS FOR ALL SYSTEM EXECUTIVES. THE COMPENSATION COMMITTEE SETS THE COMPENSATION PHILOSOPHY AND PAY APPROACH FOR THE EXECUTIVE TEAM AND MAKES COMPENSATION DECISIONS FOR THE PRESIDENT/CEO. UTILIZING THE ESTABLISHED PHILOSOPHY AND APPROACH, THE COMMITTEE DELEGATES COMPENSATION DECISIONS FOR THE REST OF THE EXECUTIVE TEAM TO THE PRESIDENT/CEO. THE COMPENSATION COMMITTEE MEETS PERIODICALLY, IS INDEPENDENT AND CONSISTS SOLELY OF MEMBERS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH REGARDS TO COMPENSATION MATTERS. SSHS UTILIZES AN INDEPENDENT OUTSIDE CONSULTANT TO DETERMINE EXECUTIVE COMPENSATION RECOMMENDATIONS FOR THE SSHS PRESIDENT/CEO, AS WELL AS OTHER MEMBERS OF THE EXECUTIVE TEAM. THE CONSULTANT PRESENTS RELEVANT DATA REGARDING SYSTEM EXECUTIVES TO THE COMMITTEE FOR REVIEW, AND APPROVAL FOR THE PRESIDENT/CEO. ALL DATA PRESENTED, AS WELL AS COMPENSATION DELIBERATIONS AND VOTES, IS DOCUMENTED IN THE COMPENSATION COMMITTEE MINUTES. THE BOARD'S REVIEW AND APPROVAL PROCESS TAKES PLACE ANNUALLY FOR IMPLEMENTATION AT THE START OF THE NEW FISCAL YEAR. COMPENSATION DECISIONS FOR ALL OTHER HOSPITAL EMPLOYEES, INCLUDING KEY EMPLOYEES, ARE ALSO MADE ANNUALLY AND ARE BASED ON A REVIEW OF COMPARABLE INDUSTRY DATA, MARKET CONDITIONS AND RESEARCH PROVIDED BY OUTSIDE CONSULTANTS. FORM 990, PART VI, SECTION C, LINE 19 SOUTH SHORE HEALTH SYSTEM MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR INSPECTION AT THE CORPORATION'S OFFICE. COPIES OF THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. IN ADDITION, CERTAIN GOVERNING DOCUMENTS ARE ALSO AVAILABLE THROUGH THE MASSACHUSETTS SECRETARY OF THE COMMONWEALTH'S CORPORATIONS DIVISION DATABASE. FORM 990, PART IX, LINE 11G BILLING & COLLECTION: PROGRAM SERVICE EXPENSES 4,371,116. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,371,116. CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,629,524. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,629,524. INTERPRETER SERVICES: PROGRAM SERVICE EXPENSES 1,383,037. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,383,037. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 209,756. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 209,756. RECRUITMENT: PROGRAM SERVICE EXPENSES 45,416. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,416. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 2,773,657. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,773,657. TRANSCRIPTION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 31,326. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,326. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,781,592. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,781,592. SOUTH SHORE HOSPITAL INC 55 FOGG ROAD SOUTH WEYMOUTH MA 02190 042769210 HOSPITAL MA 501(C)(3) 3 SOUTH SHORE HEALTH SYSTEM INC 1 SOUTH SHORE PROPERTY INC 55 FOGG ROAD SOUTH WEYMOUTH MA 02190 050398822 DEVELOPS AND MANAGES REAL PROPERTY FOR SOUTH SHORE HOSPITAL AND AFFILIATES MA 501(C)(3) 12A, I SOUTH SHORE HEALTH SYSTEM INC 1 COASTAL MEDICAL ASSOCIATES INC 55 FOGG ROAD SOUTH WEYMOUTH MA 02190 043170333 PROVIDES SPECIALIZED MEDICAL CARE MA 501(C)(3) 3 SOUTH SHORE HEALTH SYSTEM INC 1 METROSOUTH OBSTETRICS & GYNECOLOGY INC 55 FOGG ROAD SOUTH WEYMOUTH MA 02190 330998957 PROVIDES SPECIALIZED MEDICAL CARE MA 501(C)(3) 3 SOUTH SHORE HOSPITAL INC 1 ATLANTIC WOMEN'S HEALTH INC 55 FOGG ROAD SOUTH WEYMOUTH MA 02190 200156651 PROVIDES SPECIALIZED MEDICAL CARE MA 501(C)(3) 3 SOUTH SHORE HOSPITAL INC 1 SOUTH SHORE HEALTH EXPRESS INC 55 FOGG ROAD SOUTH WEYMOUTH MA 02190 452385865 OPERATES MEDICAL URGENT CARE CENTERS MA 501(C)(3) 10 COASTAL MEDICAL ASSOCIATES INC 1 CONNECTED CARE OF SOUTHEASTERN MASSACHUSETTS INC 55 FOGG ROAD SOUTH WEYMOUTH MA 02190 823503666 OPERATE AN ACCOUNTABLE CARE ORGANIZATION MA 501(C)(3) 10 SOUTH SHORE HEALTH SYSTEM INC 1 SOUTH SHORE MEDICAL CENTER INC 143 LONGWATER DRIVE NORWELL MA 02061 042297845 SPECIALIZED AND PRIMARY MEDICAL CARE MA 501(C)(3) 10 COASTAL MEDICAL ASSOCIATES INC 1 SOUTH SHORE HEALTH INTEGRATED DELIVERY NETWORK INC 55 FOGG RD SOUTH WEYMOUTH MA 02190 852785921 TO DEVELOP & MAINTAIN A NETWORK OF PROVIDERS FOR DELIVERY OF HEALTHCARE SERV MA SOUTH SHORE HEALTH SYSTEM INC C 4591495 15333783 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 1 SOUTH SHORE HEALTH EXPRESS INC M 1044577 COST SOUTH SHORE HEALTH INTEGRATED DELIVERY NETWORK INC M 273959 COST SOUTH SHORE MEDICAL CENTER INC M 10866900 COST SOUTH SHORE HOSPITAL INC M 107664393 COST SOUTH SHORE PROPERTY INC M 450198 COST SOUTH SHORE HEALTH INTEGRATED DELIVERY NETWORK INC N 85966 COST SOUTH SHORE MEDICAL CENTER INC N 368104 COST SOUTH SHORE HOSPITAL INC N 1183511 COST