SOUTHCOAST HEALTH SYSTEM INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHCOAST HEALTH SYSTEM INC (EIN 04-2794625)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-17
- IRS object ID
- 202612309349301686
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule H
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-17T16:35:17-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 JERICHO PLAZA | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042794625 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHCOAST HEALTH SYSTEM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 5089732905 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ACCTNG DEPT 101 PAGE ST | AddressLine1Txt |
| City | NEW BEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL BUSHELL | PersonNm |
| Person Title | EVP FINANCE & CFO | PersonTitleTxt |
| Phone | 8089737013 | PhoneNum |
| Signature | 2026-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN RUFFINI | PreparerPersonNm |
| PTIN | P00741491 | PTIN |
| Phone | 5169187000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID MCCREADY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ACCTNG DEPT 101 PAGE ST | AddressLine1Txt |
| City | NEW BEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $59,015,487 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOUTHCOAST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE OTHE 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $346,307 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $338,714 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,558,395 | PYContributionsGrantsAmt |
| CY Contributions Grants | $49,193 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,134,616 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,255,435 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,479,326 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,386,363 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $32,172,337 | PYTotalRevenueAmt |
| CY Total Revenue | $36,690,991 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,122,325 | PYOtherExpensesAmt |
| CY Other Expenses | $17,172,885 | CYOtherExpensesAmt |
| PY Total Expenses | $17,122,325 | PYTotalExpensesAmt |
| CY Total Expenses | $17,172,885 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,050,012 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,518,106 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $291,297,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $318,051,860 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,316,712 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,458,054 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $260,981,122 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $283,593,806 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF SOUTHCOAST HEALTH SYSTEM (SHS) IS TO CARE FOR AND IMPROVE THE HEALTH AND PROMOTE THE WELLNESS OF THE INDIVIDUALS IN THE SHS COMMUNITIES. (SEE SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,518,317 | ExpenseAmt |
| Revenue | $14,494,995 | RevenueAmt |
| Desc | SOUTHCOAST HEALTH NETWORK - SOUTHCOAST HEALTH SYSTEM, THROUGH ITS INTEREST IN SOUTHCOAST HEALTH NETWORK (SHN), AIMS TO PROVIDE NETWORK MANAGEMENT AND SUPPORT SERVICES TO PHYSICIANS AND OTHER MEDICAL PROFESSIONALS ASSOCIATED WITH THE SYSTEM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,309,972 | ExpenseAmt |
| Revenue | $4,619,944 | RevenueAmt |
| Desc | SOUTHCOAST ACCOUNTABLE CARE ORGANIZATION - SOUTHCOAST HEALTH SYSTEM, THROUGH ITS INTEREST IN SOUTHCOAST ACCOUNTABLE CARE ORGANIZATION, AIMS TO EXPAND THE DELIVERY OF HEALTHCARE SERVICES WITH A VARIETY OF PUBLIC AND PRIVATE PAYERS AND TO SUPPORT THE REDUCING OF COSTS OF CARE WHILE IMPROVING QUALITY AND PATIENT EXPERIENCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $5,140,496 | RevenueAmt |
| Desc | SOUTHCOAST BEHAVIORAL HEALTH - SOUTHCOAST HEALTH SYSTEM, THROUGH ITS INTEREST IN SOUTHCOAST BEHAVIORAL HEALTH (SBH), AIMS TO ADDRESS AN URGENT HEALTHCARE NEED OF THE COMMUNITY IT SERVES BY PROVIDING HIGH QUALITY MEDICAL CARE FOR COMMUNITY MEMBERS FACING BEHAVIORAL HEALTH ISSUES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,828,289 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | Yes (1) | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL BUSHELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5089735017 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 PAGE STREET | AddressLine1Txt |
| City | NEW BEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| DAVID MCCREADY | ||||||||||
| EX-OFFICIO, PRESIDENT & CEO | 37.50 | 36.50 | Yes (X) | Yes (X) | $0 | $1,594,229 | $204,389 | |||
| ILANA FEINERMAN MD | ||||||||||
| TRUSTEE | 1.50 | 63.00 | Yes (X) | $0 | $678,729 | $39,148 | ||||
| ANIL SHUKLA MD | ||||||||||
| TRUSTEE (AS OF 1/2025) | 1.50 | 11.00 | Yes (X) | $0 | $7,100 | $0 | ||||
| JOHN MUNGOVAN MD | ||||||||||
| TRUSTEE (UNTIL 12/2024) | 1.50 | 14.00 | Yes (X) | $0 | $15,400 | $0 | ||||
| SALMAN BASHIR MD | ||||||||||
| TRUSTEE | 1.50 | 5.50 | Yes (X) | $0 | $1,200 | $0 | ||||
| CARMEN F SYLVESTER | ||||||||||
| VICE CHAIR | 2.50 | 6.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER HODGSON | ||||||||||
| TRUSTEE, CLERK (UNTIL 12/2024) | 2.50 | 6.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DONALD GIUMETTI | ||||||||||
| CHAIR | 2.50 | 12.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DENNIS FUSCO | ||||||||||
| TRUSTEE | 1.50 | 4.50 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH HUIDEKOPER | ||||||||||
| TRUSTEE | 1.50 | 7.00 | Yes (X) | $0 | $0 | $0 | ||||
| HELENA DASILVA HUGHES | ||||||||||
| TRUSTEE | 1.50 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JASON RUA | ||||||||||
| TRUSTEE | 1.50 | 8.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAY S SCHACHNE MD | ||||||||||
| TRUSTEE | 1.50 | 4.50 | Yes (X) | $0 | $0 | $0 | ||||
| JONATHAN L ROUNDS | ||||||||||
| TRUSTEE | 1.50 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JUDGE PHILLIP RAPOZA | ||||||||||
| TRUSTEE (AS OF 1/2025) | 1.50 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| LOUIS CABRAL | ||||||||||
| TRUSTEE | 1.50 | 7.00 | Yes (X) | $0 | $0 | $0 | ||||
| W HUGH MORTON | ||||||||||
| TRUSTEE | 1.50 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| RENEE CLARK ASST CLERK TO | ||||||||||
| 12/24), CLERK (AS OF 1/25), EVP COO | 8.50 | 64.00 | Yes (X) | $0 | $1,221,168 | $203,192 | ||||
| WADE BROUGHMAN | ||||||||||
| TREASURER/EVP FIN & CFO (TO 12/2024) | 5.50 | 69.50 | Yes (X) | $0 | $1,093,225 | $40,272 | ||||
| MICHAEL BUSHELL | ||||||||||
| TREASURER (AS OF 1/2025), EVP & CFO | 27.50 | 39.00 | Yes (X) | $0 | $174,309 | $30,055 | ||||
| PATRICK GAGNON | ||||||||||
| CMIO | 10.00 | 42.00 | $0 | $1,217,862 | $44,560 | Yes (X) | ||||
| JAMES FEEN | ||||||||||
| SVP - CHIEF DIGITAL INFO OFFICER | 55.00 | 14.00 | $0 | $818,186 | $143,633 | Yes (X) | ||||
| BRETT HURTEAU | ||||||||||
| PHYSICIAN & CMO | 20.00 | 30.00 | $0 | $768,979 | $42,720 | Yes (X) | ||||
| JEFFREY LAWRENCE MD | ||||||||||
| SVP, CTIO, PIC PRIMARY CARE (TO 4/24) | 24.00 | 36.00 | $0 | $621,977 | $41,590 | Yes (X) | ||||
| JOHN PODKOWA | ||||||||||
| EXECUTIVE CHIEF OF PRIMARY CARE | 8.00 | 36.00 | $0 | $533,418 | $37,796 | Yes (X) | ||||
| LAUREN MELBY | ||||||||||
| VP POPULATION HEALTH | 60.00 | 0.00 | $0 | $247,777 | $29,711 | Yes (X) | ||||
| CHRISTINE CERNAK | ||||||||||
| ED-INTEGRATED CARE MANAGEMENT | 40.00 | 0.00 | $0 | $264,095 | $33,903 | Yes (X) | ||||
| DANIELLE A MEDINA | ||||||||||
| ED-CONTRACTING | 40.00 | 0.00 | $0 | $188,895 | $24,527 | Yes (X) | ||||
| KENNETH EUGENIO | ||||||||||
| M-OPERATIONS-SHN | 40.00 | 0.00 | $0 | $175,904 | $35,601 | Yes (X) | ||||
| DAWN DAVIDIAN | ||||||||||
| TL-RN-CARE NAVIGATION | 40.00 | 0.00 | $0 | $169,948 | $18,530 | Yes (X) | ||||
| CELESTE DUBOIS | ||||||||||
| PHARMACIST-CLINICAL SPEC-AMB C | 40.00 | 0.00 | $0 | $158,695 | $10,617 | Yes (X) | ||||
| RAYFORD KRUGER | ||||||||||
| FORMER PRESIDENT & CEO, EX OFFICIO | 0.00 | 0.00 | $0 | $1,316,776 | $32,290 | Yes (X) | ||||
| KEITH HOVAN | ||||||||||
| FORMER EX-OFFICIO AND PRES & CEO | 0.00 | 0.00 | $0 | $115,000 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $11,382,872 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,012,534 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| PREMIER HEALTHCARE SOLUTIONS | ||||||||||
| 5882 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | HEALTHCARE CONSULTING | $372,384 | |||||
| MERCER | ||||||||||
| 99 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT MANAGEMENT AND CONSULTING | $256,750 | |||||
| 9351205 CANADA INC | ||||||||||
| CONSULTING | $222,500 | 400 APPLEWOOD CRES SUITE 100 | CONCORD | ON | CA | L4K 0C3 | ||||
| EPIC SYSTEMS CORPORATION | ||||||||||
| PO BOX 88314 | MILWAUKEE | WI | 53288 | IT SYSTEMS TECH AND SUPPORT | $121,955 | |||||
| COLLECTIVE MEDICAL TECHNOLOGIES INC | ||||||||||
| PO BOX 773064 | DETROIT | MI | 48277 | SUBSCRIPTION SERVICES | $104,466 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $28,761 | GovernmentGrantsAmt |
| All Other Contributions | $20,432 | AllOtherContributionsAmt |
| Total Contributions | $49,193 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INT IN SC HEALTH NTWRK | 561000 | $14,494,995 | $14,494,995 |
| INT IN SC BEHAV HEALTH | 621300 | $5,140,496 | $5,140,496 |
| INT IN SC ACT CARE ORG | 561000 | $4,619,944 | $4,619,944 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,255,435 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,999,286 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $346,307 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,652,979 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,711,573 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,324,496 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,387,077 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,387,077 | TotalRevenueColumnAmt |
| Exclusion | $4,387,077 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,690,991 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,255,435 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $346,307 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,040,056 | ExclusionAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,659 | TotalAmt |
| Management And General | $174,659 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,724 | TotalAmt |
| Program Services | $29,135 | ProgramServicesAmt |
| Management And General | $472,589 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,683 | TotalAmt |
| Program Services | $38,629 | ProgramServicesAmt |
| Management And General | $6,054 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,550 | TotalAmt |
| Program Services | $304,779 | ProgramServicesAmt |
| Management And General | $5,771 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,478 | TotalAmt |
| Program Services | $74 | ProgramServicesAmt |
| Management And General | $318,404 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,880 | TotalAmt |
| Program Services | $24,273 | ProgramServicesAmt |
| Management And General | $6,607 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,483 | TotalAmt |
| Program Services | $3,190 | ProgramServicesAmt |
| Management And General | $1,293 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,709 | TotalAmt |
| Program Services | $36,926 | ProgramServicesAmt |
| Management And General | $18,783 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| INTERCO CONTRACTED SVCS | $15,545,943 | $13,247,961 | $2,297,982 |
| DUES AND SUBSCRIPTIONS | $140,023 | $139,848 | $175 |
| TAXES | $35,493 | $286 | $35,207 |
| PROF DEVELOPMENT & FEES | $3,089 | $3,089 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,171 | TotalAmt |
| Program Services | $3,188 | ProgramServicesAmt |
| Management And General | $3,983 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,172,885 | TotalAmt |
| Program Services | $13,828,289 | ProgramServicesAmt |
| Management And General | $3,344,596 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,315,075 | BOYAmt |
| EOY | $11,039,977 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,862,154 | BOYAmt |
| EOY | $3,424,168 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,909 | BOYAmt |
| EOY | $153,812 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,173,783 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,101,121 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,372 | BOYAmt |
| EOY | $72,662 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,441,831 | BOYAmt |
| EOY | $223,770,178 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,850,075 | BOYAmt |
| EOY | $13,337,564 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,558,845 | BOYAmt |
| EOY | $30,486,819 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,011,573 | BOYAmt |
| EOY | $35,766,680 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,297,834 | BOYAmt |
| EOY | $318,051,860 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,259,022 | BOYAmt |
| EOY | $3,328,209 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,057,690 | BOYAmt |
| EOY | $31,129,845 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,316,712 | BOYAmt |
| EOY | $34,458,054 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,981,122 | BOYAmt |
| EOY | $283,593,806 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,981,122 | BOYAmt |
| EOY | $283,593,806 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,297,834 | BOYAmt |
| EOY | $318,051,860 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $19,518,106 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,005,213 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$11,910,635 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 3 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| SOUTHCOAST HOSPITALS GROUP INC | ||||
| 222592333 | 3 | Yes (1) | $0 | $0 |
| SOUTHCOAST PHYSICIANS GROUP INC | ||||
| 222703314 | 10 | 0 | $79,235,393 | $0 |
| SOUTHCOAST VISITING NURSE ASSOCIATION INC | ||||
| 042105745 | 10 | 0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $79,235,393 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (1) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (1) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART IV, SECTION A, LINE 1: | SOUTHCOAST HEALTH SYSTEM WAS ESTABLISHED IN 1986 TO BE THE PARENT ORGANIZATION OF A HEALTHCARE SYSTEM WHICH INCLUDES ITS SUPPORTED ORGANIZATIONS SOUTHCOAST HOSPITALS GROUP INC., SOUTHCOAST PHYSICIANS GROUP INC., AND SOUTHCOAST VISITING NURSE ASSOCIATION, INC. SOUTHCOAST HEALTH SYSTEMS' GOVERNING DOCUMENT STATES THAT IT SHALL OPERATE EXCLUSIVELY FOR THE BENEFIT OF SOUTHCOAST HOSPITALS GROUP, INC. AND ITS AFFILIATED ORGANIZATIONS, INCLUDING MEDICAL CENTERS, HEALTH CARE CENTERS, NURSING CENTERS, LABORATORIES, CLINICS, AND OTHER MEDICAL SURGICAL OR DENTAL FACILITIES, AND HOME HEALTH AGENCIES, IN THE CONDUCT OF THEIR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC FUNCTIONS. |
| SCHEDULE A, PART IV, SECTION A, LINE 6: | SOUTHCOAST HEALTH SYSTEM, INC. PROVIDED SUPPORT TO THE FOLLOWING RELATED ORGANIZATIONS: SOUTHCOAST HEALTH AMBASSADORS, INC $162,909 SOUTHCOAST VENTURES, INC. $6,000,000 |
| SCHEDULE A, PART IV, SECTION D, LINE 3: | SOUTHCOAST HEALTH SYSTEM IS THE PARENT OF A HEALTHCARE SYSTEM WHICH INCLUDES ITS SUPPORTED ORGANIZATIONS, SOUTHCOAST HOSPITALS GROUP INC., SOUTHCOAST PHYSICIANS GROUP INC., AND SOUTHCOAST VISITING NURSE ASSOCIATION, INC. THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN SOUTHCOAST HEALTH SYSTEM'S INVESTMENT POLICIES AND USE OF INCOME AND ASSETS BY WAY OF SIGNIFICANT BOARD OVERLAP AND SHARED INVESTMENT ADVISORS. |
| SCHEDULE A, PART IV, SECTION E, LINES 3A AND 3B: | SOUTHCOAST HEALTH SYSTEM ENGAGES IN THE OVERALL COORDINATION AND SUPERVISION OF EACH SUPPORTED ORGANIZATION. SOUTHCOAST HEALTH SYSTEM IS THE SOLE MEMBER OF EACH OF ITS SUPPORTED ORGANIZATIONS. UNDER THE BYLAWS OF EACH OF THE SUPPORTED ORGANIZATIONS, SOUTHCOAST HEALTH SYSTEM APPOINTS THE MEMBERS OF THE GOVERNING BOARD OF EACH SUPPORTED ORGANIZATION. UNDER THE BYLAWS OF EACH OF THE SUPPORTED ORGANIZATIONS CERTAIN DECISIONS AND POWERS ARE RESERVED EXCLUSIVELY TO SOUTHCOAST HEALTH SYSTEM AS THE SOLE MEMBER, INCLUDING A) AMENDMENT OF THE ARTICLES OF ORGANIZATION OF THE CORPORATION; B) AMENDMENT OF THESE BYLAWS; C) ELECTION OR REMOVAL OF A TRUSTEE; D) APPROVAL OF POLICIES RELATING TO THE CONTROL AND SUPERVISION OF THE INVESTMENT OF THE CORPORATION'S FUNDS, INCLUDING, BUT NOT LIMITED TO, THOSE FUNDS AND PROPERTIES WHICH MAY HAVE BEEN DONATED, BEQUEATHED OR DEVISED, OR GIVEN IN TRUST FOR THE LIMITED OR GENERAL USE OF THE CORPORATION; E) APPROVAL OF THE ADOPTION OF OR AMENDMENT TO ANY QUALIFIED BENEFIT PLAN (UNLESS THE TERMS OF THE PLAN REQUIRE APPROVAL OF THE BOARD OF TRUSTEES, IN WHICH CASE THE MEMBER SHALL ALSO APPROVE SUCH ACTION); F) APPROVAL OF THE ADOPTION OF OR AMENDMENT TO ANY NON-QUALIFIED BENEFIT PLAN; G) APPROVAL OF SYSTEM-WIDE QUALITY, PERFORMANCE AND CREDENTIALING STANDARDS AND PROCEDURES TO WHICH THE CORPORATION IS EXPECTED TO ADHERE; H) APPROVAL OF THE ACQUISITION OF ANOTHER ORGANIZATION THROUGH MERGER, CONSOLIDATION OR ACQUISITION; I) APPROVAL OF POLICIES AND PRACTICES RELATING TO REGULATORY COMPLIANCE AND METHODOLOGY FOR PHYSICIAN COMPENSATION ARRANGEMENTS AND APPROVAL OF ANY PARTICULAR ARRANGEMENT THAT MAY BE AN EXCEPTION TO SUCH POLICIES OR PRACTICES; J) ELECTION OR REMOVAL OF AN OFFICER OF THE CORPORATION; K) APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGET OF THE CORPORATION; L) APPROVAL OF THE MERGER, CONSOLIDATION, SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY OR ASSETS OF THE CORPORATION; M) APPROVAL OF THE CREATION OF ANY CORPORATION OF WHICH THE CORPORATION IS THE SOLE OR CONTROLLING MEMBER OR SOLE OR CONTROLLING SHAREHOLDER; THE MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION; AND THE REORGANIZATION, LIQUIDATION OR DISSOLUTION OF THE CORPORATION; N) APPROVAL OF LOANS BY THE CORPORATION, OR THE INCURRING OF ANY INDEBTEDNESS; O) APPROVAL OF UNBUDGETED EXPENDITURES OR ANY INCREASE IN ANY APPROVED ANNUAL OPERATING OR CAPITAL BUDGET, IN ACCORDANCE WITH THE CORPORATION'S SIGNATURE AUTHORITY POLICY IN EFFECT FROM TIME TO TIME; P) APPROVAL OF THE AFFILIATION OF THE CORPORATION WITH ANY OTHER ENTITY FOR THE PURPOSES OF THE JOINT CONDUCT OF BUSINESS OR OTHER PURPOSES, WHETHER IN THE FORM OF PARTICIPATION IN SAID ENTITY THROUGH THE HOLDING OF STOCK OR BY MEMBERSHIP OR IN THE FORM OF PARTNERSHIP, JOINT VENTURE, CO-TENANCY OR ANY OTHER FORM OF OWNERSHIP OR CONTROL; Q) APPROVAL OF ANY SALE, LEASE, EXCHANGE MORTGAGE OR OTHER DISPOSITION OR ACQUISITION OF REAL PROPERTY ON ANY REAL PROPERTY ASSETS OF THE CORPORATION; R) APPROVAL OF ADOPTION OR REVISIONS TO THE STRATEGIC PLAN; S) APPROVAL OF ANY COMMENCEMENT, CESSATION, LOCATION, RELOCATION OR CONSOLIDATION OF SIGNIFICANT CLINICAL SERVICES PROVIDED BY THE CORPORATION; T) APPROVAL OF A CHANGE IN TAX STATUS; U) APPROVAL OF FORMATION OR DISSOLUTION OF ANY CORPORATION SUBSIDIARY. |
| SCHEDULE A, PART I, LINE 12G, COLUMN IV: | SOUTHCOAST HEALTH SYSTEM PROVIDES FUNDING TO SOUTHCOAST VISITING NURSE ASSOCIATION, INC. AND SOUTHCOAST HOSPITALS GROUP, INC. AS NEEDED. THERE WAS NOT A NEED IN FY25. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $158,006 | OtherCostOrOtherBasisAmt |
| Depreciation | $153,997 | DepreciationAmt |
| Book Value | $4,009 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,015,777 | OtherCostOrOtherBasisAmt |
| Depreciation | $947,124 | DepreciationAmt |
| Book Value | $68,653 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $72,662 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN CPAC | $407,999 | C |
| INVESTMENT IN ACADIA (NORTHEAST BEHAVIORAL LLC) | $26,566,272 | C |
| INVESTMENT IN HMI | $3,512,548 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $30,486,819 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $29,157,518 |
| OTHER RECEIVABLES | $6,192,761 |
| RIGHT OF USE ASSETS - OPERATING | $416,401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $35,766,680 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $30,690,424 |
| LEASE LIABILITY OPERATING | $439,421 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $31,129,845 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SHS ADOPTED THE ACCOUNTING GUIDANCE FOR UNCERTAIN TAX POSITIONS, NOW CODIFIED IN ASC 740, IN FISCAL YEAR 2008. NO FOOTNOTE DISCLOSURE IS INCLUDED IN ITS SEPTEMBER 30, 2025 CONSOLIDATED AUDITED FINANCIAL STATEMENTS BECAUSE THE IMPACT WAS NOT MATERIAL. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 1 | PROGRAM SERVICES | CAPTIVE INSURANCE | $10,661,276 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $407,999 | |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $11,071,275 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $11,071,275 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | EXPENDITURES PER REGION ARE REPORTED ON AN ACCRUAL BASIS, WHICH IS THE METHOD USED TO ACCOUNT FOR THEM IN THE ORGANIZATION'S BOOKS AND RECORDS. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent350 | Yes (X) | Percent350Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $115,293 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $115,293 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00650 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,284,342 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $6,284,342 | DirectOffsettingRevenueAmt |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,399,635 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $6,284,342 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $115,293 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00650 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,399,635 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $6,284,342 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $115,293 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00650 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $441,373 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $45,265 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $8,075,038 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $8,281,256 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$206,218 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHEAST BEHAVIORAL HEALTH LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 581 FAUNCE CORNER ROAD | AddressLine1Txt |
| City | DARTMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.SOUTHCOASTBEHAVIORAL.COM | WebsiteAddressTxt |
| State License | 1313 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| Other | PSYCHIATRIC HOSPITAL | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHEAST BEHAVIORAL HEALTH LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 24 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (1) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE PART V, SECTION C | OwnWebsiteURLTxt |
| Other Website | Yes (X) | OtherWebsiteInd |
| Other Website URL | SEE PART V, SECTION C | OtherWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 22 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | SEE PART V, SECTION C | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 350.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | HTTPS://WWW.SOUTHCOASTBEHAVIORAL.COM/ADMISSIONS/FINANCIAL-ASSISTANCE-POLICY | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | HTTPS://WWW.SOUTHCOASTBEHAVIORAL.COM/ADMISSIONS/FINANCIAL-ASSISTANCE-POLICY | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | HTTPS://WWW.SOUTHCOASTBEHAVIORAL.COM/ADMISSIONS/FINANCIAL-ASSISTANCE-POLICY | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Other Actions Taken | Yes (X) | OtherActionsTakenInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| NORTHEAST BEHAVIORAL HEALTH, LLC | PART V, SECTION B, LINE 5: SBH'S CHNA IS CONDUCTED WITH AFFILIATE SOUTHCOAST HOSPITALS GROUP (SHG). IN SEPTEMBER 2025, THE SOUTHCOAST COMMUNITY HEALTH ALLIANCE (SOCHA), COMPLETED A THREE-YEAR COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WITH A SPECIFIC FOCUS ON ADDRESSING HEALTH EQUITY WITHIN THE COMMUNITIES SERVED. THE CHNA DOCUMENTS KEY DEMOGRAPHIC, SOCIOECONOMIC, AND HEALTH TRENDS AMONG SOUTH COAST RESIDENTS AND PROVIDES A COMPREHENSIVE FOUNDATION FOR DATA-DRIVEN OBJECTIVES AND STRATEGIES. THE GOAL OF THIS ASSESSMENT IS TO GUIDE COLLABORATIVE EFFORTS THAT IMPROVE HEALTH OUTCOMES AND ADVANCE EQUITY ACROSS THE SOUTH COAST REGION. A TOTAL OF 30 KEY INFORMANT INTERVIEWS WERE CONDUCTED TO GATHER INSIGHTS FROM INDIVIDUALS REPRESENTING THE DIVERSE INTERESTS AND PERSPECTIVES OF THE COMMUNITIES WE SERVE. PARTICIPANTS INCLUDED REPRESENTATIVES FROM THE FOLLOWING COMMUNITY-BASED ORGANIZATIONS:NEW BEDFORD BIRTH TO THIRD PARTNERSHIP BRISTOL COUNTY SHERRIFF'S OFFICE CHILD & FAMILY SERVICESCITIZENS FOR CITIZENS, INCCOASTLINE ELDERLY SERVICESCOMMUNITY ECONOMIC DEVELOPMENT CENTERDAMIEN'S PLACE FOOD PANTRY FALL RIVER DEACONESS HOMEFALL RIVER HEALTH DEPARTMENT FALL RIVER HOUSING AUTHORITY FALL RIVER POLICE DEPARTMENT FALL RIVER PUBLIC SCHOOLS FISHING PARTNERSHIP GATRA HEALTHFIRST FAMILY HEALTH CAREHEED COALITION HIGHPOINT TREATMENT CENTER IMMIGRANTS ASSISTANCE CENTER INTERCHURCH COUNCIL LIFESTREAM INC MASS HIRE MINORITY ACTION COMMITTEE MY BROTHER'S KEEPER NEW BEDFORD COMMUNITY HEALTH NEW BEDFORD HEALTH DEPARTMENT OUR SISTERS SCHOOL PAACA PACE ROUND THE BEND FARM SAMARITANS SOUTHCOAST SERJOBS FOR HIRE SOUTHCOAST HEALTH SRTA SSTAR THE BOYS & GIRLS CLUB OF GREATER FALL RIVER THE MARION INSTITUTE UIA UNITED WAY OF GREATER FALL RIVER UNITED WAY OF GREATER NEW BEDFORD YMCA SOUTHCOAST YWCA OF SE MAIN ADDITION TO KEY INFORMANT INTERVIEWS, FOCUS GROUPS CONSISTED OF SMALL, FACILITATED DISCUSSIONS DESIGNED TO GATHER COMMUNITY PERSPECTIVES ON HEALTH PERCEPTIONS AND ATTITUDES. A TOTAL OF 75 PARTICIPANTS TOOK PART IN EIGHT SESSIONS PROVIDED FEEDBACK. LOCATIONS WHO HOSTED FOCUS GROUPS INCLUDE PEER 2 PEER IN FALL RIVER, WOODS AT WAREHAM, THE IMMIGRANTS ASSISTANCE CENTER AND THE INTER-CHURCH COUNCIL. A COMMUNITY SURVEY WAS CONDUCTED BOTH ONLINE (VIA A WEB LINK OR QR CODE) AND THROUGH PAPER SURVEYS. THE SURVEY WAS TRANSLATED INTO ENGLISH, SPANISH, PORTUGUESE, CAPE VERDEAN CREOLE, HAITIAN CREOLE, AND K'ICHE'. PARTICIPATION WAS VOLUNTARY, AND RESPONDENTS WERE ENTERED INTO A DRAWING TO WIN GIFT CARDS PROVIDED BY THE NEW BEDFORD HEALTH DEPARTMENT AS AN INCENTIVE. THIS SURVEY REPRESENTS A CONVENIENCE SAMPLE, PROMOTED THROUGH ADVERTISEMENTS ACROSS VARIOUS SOCIAL MEDIA CHANNELS AND TARGETED OUTREACH AT COMMUNITY EVENTS. |
| NORTHEAST BEHAVIORAL HEALTH, LLC | PART V, SECTION B, LINE 6A: THE CHNA FOR SBH WAS CONDUCTED JOINTLY WITH AFFILIATE SOUTHCOAST HOSPITALS GROUP, INC. WHICH OPERATES THREE HOSPITAL FACILITIES, ST LUKE'S HOSPITAL IN NEW BEDFORD, MA, CHARLTON MEMORIAL HOSPITAL IN FALL RIVER, MA, AND TOBEY HOSPITAL IN WAREHAM, MA. |
| NORTHEAST BEHAVIORAL HEALTH, LLC | PART V, SECTION B, LINE 6B: AFFILIATE SOUTHCOAST HOSPITALS GROUP, INC. COLLABORATED WITH SPRINGLINE RESEARCH GROUP IN PREPARING THE CHNA. |
| NORTHEAST BEHAVIORAL HEALTH, LLC | PART V, SECTION B, LINE 7D: THE ASSESSMENT IS WIDELY SHARED WITH COMMUNITY PARTNERS AND IS OFTEN USED IN GRANT WRITING AND COLLABORATIVE STRATEGIC PLANNING. IN FY25, OUR NEEDS ASSESSMENT DATA WAS SHARED WITH AND UTILIZED BY:CHILD & FAMILY SERVICESCITIZENS FOR CITIZENS, INCFALL RIVER HEALTH DEPARTMENTTHE GREATER NEW BEDFORD ALLIES FOR HEALTH AND WELLNESS (CHNA 26)HEALTHFIRST FAMILY HEALTH CARENEW BEDFORD COMMUNITY HEALTHNEW BEDFORD HEALTH DEPARTMENTPACESSTAR |
| NORTHEAST BEHAVIORAL HEALTH, LLC | PART V, SECTION B, LINE 11: THIS COMMUNITY BENEFITS STRATEGIC IMPLEMENTATION PLAN, WHICH WAS VOTED ON AND APPROVED ON JANUARY 28, 2026, IS BASED ON THE FINDINGS OF THE 2025 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PUBLISHED IN COLLABORATION WITH THE SOUTH COAST COMMUNITY HEALTH ALLIANCE (SOCHA) AND ALIGNS WITH THE 2024-2026 NEW BEDFORD COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP). THE 2025 SOCHA REPRESENTS THE FIRST REPORT PRODUCED BY THE ALLIANCE. THE CHNA SERVES AS A CRITICAL TOOL TO SUPPORT INSTITUTIONS IN MEETING REGULATORY AND ACCREDITATION REQUIREMENTS WHILE ADVANCING COLLABORATIVE COMMUNITY HEALTH IMPROVEMENT EFFORTS AND SERVES AS THE FOUNDATION FOR COMMUNITY HEALTH IMPROVEMENT PLANNING (CHIP) BY SYSTEMATICALLY IDENTIFYING THE MOST PRESSING HEALTH NEEDS, DISPARITIES, AND SOCIAL DRIVERS AFFECTING A COMMUNITY THROUGH DATA ANALYSIS AND STAKEHOLDER ENGAGEMENT. SOUTHCOAST HEALTH'S COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) WILL ENGAGE IN AN ONGOING EVALUATION OF PROGRESS MADE ON THE SHORT- AND LONG-TERM GOALS OF THE ANNUAL IMPLEMENTATION STRATEGY, RECOMMENDING ADJUSTMENTS TO THE PLAN AS NEEDED TO POSITIVELY IMPACT AND ADVANCE THE HEALTH-RELATED NEEDS OF THE POPULATIONS TO BE SERVED. THROUGH THE NEEDS ASSESSMENT PROCESS, NINE HEALTH THEMES WERE IDENTIFIED BASED ON THE AVAILABLE HEALTH DATA, SURVEYS OF PROVIDERS AND COMMUNITY MEMBERS, AND INTERVIEWS WITH KEY COMMUNITY LEADERS. THESE PRIORITIES ARE:1. SOCIO-ECONOMIC FACTORS: SOCIAL AND ECONOMIC CONDITIONS, INCLUDING INCOME, POVERTY, EDUCATION, AND EMPLOYMENT, THAT INFLUENCE HEALTH OUTCOMES AND EQUITY.- HEALTH PROFESSIONALS EDUCATION PROGRAMS: THERE WERE APPROXIMATELY 54,363 HOURS SPENT BY NURSING STAFF TO SUPPORT THESE CLINICAL ROTATIONS, THROUGH PROVIDING OVERSIGHT, EDUCATION, AND GUIDANCE. THERE WERE 530 STUDENT NURSES THAT PARTICIPATED IN GROUP CLINICAL PLACEMENTS. IN ADDITION, THERE WERE 128 ONE-TO-ONE MENTORSHIP OPPORTUNITIES PROVIDED TO STUDENT NURSES, WITH APPROXIMATELY 13,107 HOURS OF NURSING STAFF HOURS SUPPORTING THIS EXPERIENCE. - THERE WERE APPROXIMATELY 23,674 HOURS SPENT BY RADIOLOGY, CT, NUCLEAR MEDICINE, AND ULTRASOUND STAFF TO SUPPORT THIS CLINICAL EDUCATION AND STUDENT EXPERIENCE. - THERE WERE APPROXIMATELY 6,650 HOURS SPENT BY OCCUPATIONAL THERAPY, PHYSICAL THERAPY AND SPEECH THERAPY STAFF TO ENGAGE IN CLINICAL ROTATIONS AND TO GAIN EXPERIENCE IN THE WORKPLACE. - MEDICAL RESIDENTS AND NURSE PRACTITIONERS TO ENGAGE IN CLINICAL ROTATIONS AND TO GAIN EXPERIENCE IN THE WORKPLACE WITH EMBEDDED STAFF. THERE WERE APPROXIMATELY 445,000 HOURS SPENT BY STAFF TO SUPPORT THIS CLINICAL EXPERIENCE.2. HOUSING: SAFE, STABLE, AND AFFORDABLE HOUSING AS A FOUNDATION FOR PHYSICAL, MENTAL, AND SOCIAL WELL-BEING.- THE COMMUNITY WELLNESS PROGRAM'S STREET OUTREACH TEAM IS A COMMUNITY-CENTERED INITIATIVE DESIGNED TO IMPROVE ACCESS TO HEALTH, BEHAVIORAL HEALTH, AND SOCIAL SUPPORT SERVICES FOR INDIVIDUALS EXPERIENCING BARRIERS TO CARE. THE PROGRAM PRIORITIZES OUTREACH TO POPULATIONS DISPROPORTIONATELY IMPACTED BY HEALTH INEQUITIES, INCLUDING INDIVIDUALS WHO ARE UNSHELTERED, EXPERIENCING HOUSING INSTABILITY, AND THOSE WITH MENTAL HEALTH AND SUBSTANCE USE NEEDS. THROUGH A MULTIDISCIPLINARY TEAM INCLUDING A RN ADDITION NURSE SPECIALIST, AND TWO COMMUNITY HEALTH WORKERS, WHO ARE CERTIFIED IN PEER RECOVERY AND HARM REDUCTION, THE PROGRAM PROVIDES DIRECT, RELATIONSHIP-BASED OUTREACH IN COMMUNITY SETTINGS SUCH AS ENCAMPMENTS AND OTHER HIGH-NEED LOCATIONS. SERVICES INCLUDE CARE COORDINATION, HEALTH EDUCATION, HARM REDUCTION SUPPORT, REFERRALS TO MEDICAL AND BEHAVIORAL HEALTH SERVICES, AND CONNECTIONS TO HOUSING, FOOD, AND OTHER ESSENTIAL RESOURCES. IN PRACTICE, THE STREET OUTREACH TEAM CONDUCTS REGULAR, INTENTIONAL VISITS TO HOMELESS ENCAMPMENTS AND OTHER UNSHELTERED SETTINGS, MEETING INDIVIDUALS WHERE THEY ARE AND RESPONDING TO IMMEDIATE NEEDS IN A TRAUMA-INFORMED, NONJUDGMENTAL MANNER THROUGH COLLABORATION WITH PARTNERS SUCH AS STEPPINGSTONE, THE NEW BEDFORD POLICE -LEAD PROGRAM, SEVEN HILLS BEHAVIORAL HEALTH, THE FAST TEAM AND SSTAR. OUTREACH ACTIVITIES INCLUDE BASIC HEALTH ASSESSMENTS, WOUND CARE, BLOOD PRESSURE CHECKS, DISTRIBUTION OF HARM REDUCTION SUPPLIES SUCH AS NALOXONE AND SAFER USE MATERIALS, AND ON-THE-SPOT HEALTH EDUCATION RELATED TO OVERDOSE PREVENTION, INFECTION PREVENTION, AND CHRONIC DISEASE MANAGEMENT. THE TEAM ALSO ASSISTS INDIVIDUALS WITH CARE COORDINATION NEEDS SUCH AS SCHEDULING MEDICAL AND BEHAVIORAL HEALTH APPOINTMENTS, OBTAINING IDENTIFICATION DOCUMENTS, ENROLLING IN INSURANCE, AND CONNECTING TO EMERGENCY SHELTER OR LONGER-TERM HOUSING RESOURCES. IN ADDITION TO ENCAMPMENT OUTREACH, THE TEAM HOSTS AND LEADS WEEKLY LOW-BARRIER DROP-IN CENTERS IN COLLABORATION WITH COMMUNITY PARTNERS INCLUDING THRIVE FOR HUMANITY, HEALTHFIRST FAMILY HEALTH CENTER, THE FALL RIVER PUBLIC LIBRARY, AND FALL RIVER CHURCH OF THE GOOD SHEPHERD. THESE DROP-IN CENTERS PROVIDE ACCESS TO FOOD, HYGIENE SUPPLIES, CLOTHING, AND HARM REDUCTION MATERIALS, AS WELL AS OPPORTUNITIES FOR ONE-ON-ONE ENGAGEMENT WITH THE OUTREACH TEAM. DURING DROP-IN HOURS, PARTICIPANTS MAY RECEIVE HEALTH EDUCATION, REFERRALS TO PRIMARY CARE, BEHAVIORAL HEALTH, AND SUBSTANCE USE TREATMENT SERVICES, AND ONGOING PEER SUPPORT GROUNDED IN LIVED EXPERIENCE. THESE CONSISTENT, WELCOMING SPACES ALLOW THE TEAM TO BUILD TRUST OVER TIME, SUPPORT INCREMENTAL PROGRESS TOWARD STABILITY, AND MAINTAIN CONTINUITY OF CARE FOR INDIVIDUALS WHO FACE PERSISTENT BARRIERS TO TRADITIONAL SERVICE SYSTEMS. DURING THE COLD WEATHER MONTHS, THE STREET OUTREACH TEAM PLAYS A CRITICAL ROLE IN ASSISTING WITH THE MANAGEMENT AND SUPPORT OF THE FALL RIVER OVERFLOW SHELTER, WORKING IN CLOSE COLLABORATION WITH THE FAST TEAM AND THE CITY OF FALL RIVER. THE TEAM HELPS ENSURE THE SHELTER OPERATES AS A SAFE, LOW-BARRIER ENVIRONMENT BY SUPPORTING PARTICIPANT ENGAGEMENT, COORDINATING SERVICES, RESPONDING TO HEALTH AND BEHAVIORAL HEALTH NEEDS, AND CONNECTING GUESTS TO LONGER-TERM HOUSING AND CARE RESOURCES. IN ADDITION, THE TEAM ACTIVELY PARTICIPATES IN THE CITY OF FALL RIVER'S ANNUAL POINT-IN-TIME COUNT, LEVERAGING THEIR ESTABLISHED RELATIONSHIPS AND STREET-LEVEL KNOWLEDGE TO HELP IDENTIFY AND ENGAGE INDIVIDUALS EXPERIENCING HOMELESSNESS, ENSURING A MORE ACCURATE COUNT AND STRONGER LINKAGE TO SERVICES.- COLD WEATHER SHELTERS: IN ADDITION TO THE STREET OUTREACH TEAM'S SUPPORT OF THE FALL RIVER OVERFLOW SHELTER DURING THE COLD WEATHER MONTHS, SOUTHCOAST HEALTH PROVIDES FINANCIAL SUPPORT TO SURROUNDING CITIES AND TOWNS TO STRENGTHEN THEIR OVERFLOW SHELTER MODELS. THIS INCLUDES FUNDING CONTRIBUTIONS TO RISE UP FOR HOMES IN NEW BEDFORD AND WACH/TURNING POINT IN WAREHAM, HELPING TO EXPAND COLD WEATHER SHELTER CAPACITY AND ENSURE SAFE, LOW-BARRIER OPTIONS FOR INDIVIDUALS EXPERIENCING HOMELESSNESS ACROSS THE REGION.- COMMUNITY EVENTS: THE STREET OUTREACH TEAM ACTIVELY PARTICIPATES IN AND SUPPORTS COMMUNITY-LED EVENTS THAT EXPAND ACCESS TO SERVICES FOR INDIVIDUALS EXPERIENCING HOMELESSNESS OR HOUSING INSTABILITY. THIS INCLUDES ENGAGEMENT AND PLANNING OF THE SUMMER OF KINDNESS - PROJECT HOMELESS CONNECT INITIATIVE, HOSTED BY THRIVE FOR HUMANITY IN PARTNERSHIP WITH THE FALL RIVER STREET HOMELESS COALITION, WHICH PROVIDES FREE, LOW-BARRIER SERVICES SUCH AS FOOT CLINICS, HAIRCUTS, SUMMER CLOTHING, HYGIENE ITEMS, SHOWERS, AND FOOD. IN ADDITION, SOUTHCOAST HEALTH SUPPORTS THE ANNUAL NEW BEDFORD CONNECT EVENT, A ONE-DAY, CENTRALIZED RESOURCE FAIR THAT BRINGS TOGETHER COMMUNITY VOLUNTEERS AND SERVICE PROVIDERS TO OFFER VITAL RESOURCES AND SERVICES TO INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS OR AT RISK OF HOMELESSNESS.- HOUSING & LIVING IMPROVEMENTS: HABITAT FOR HUMANITY BUZZARDS BAY IS A NONPROFIT ORGANIZATION DEDICATED TO BUILDING AND RENOVATING HOMES FOR FAMILIES IN NEED, HELPING TO PROVIDE SAFE, DECENT, AND AFFORDABLE HOUSING IN THE REGION. SOUTHCOAST HEALTH PROVIDED SUPPORT FOR FUNDING FOR RAMPS THAT WERE ADDED TO HOMES IN THE LOCAL COMMUNITY, IMPROVING ACCESSIBILITY AND ENABLING THE HOMEOWNER TO LIVE SAFELY AND INDEPENDENTLY. IN ADDITION, SOUTHCOAST HEALTH PROVIDED FUNDING TO MY BROTHER'S KEEPER'S FURNITURE ASSISTANCE PROGRAM, WHICH DELIVERS FREE ESSENTIAL HOUSEHOLD ITEMS SUCH AS BEDS, COUCHES, AND OTHER FURNITURE TO INDIVIDUALS AND FAMILIES IN NEED, HELPING TO IMPROVE LIVING CONDITIONS AND SUPPORT STABILITY IN THE HOME.(CONTINUED IN SUPPLEMENTAL DISCLOSURES) |
| NORTHEAST BEHAVIORAL HEALTH, LLC | PART V, SECTION B, LINE 13H: SOUTHCOAST BEHAVIORAL HEALTH GRANTS FAP ELIGIBILITY FOR PERSONS WITH ANY TYPE OF MEDICAID. |
| NORTHEAST BEHAVIORAL HEALTH, LLC | 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. |
| NORTHEAST BEHAVIORAL HEALTH, LLC | PART V, SECTION B, LINE 20E: PROVIDED PLAIN LANGUAGE SUMMARY OF THE FAP WITH MONTHLY STATEMENT OF ACCOUNT A MINIMUM OF 3X PRIOR TO SENDING ACCOUNT TO COLLECTIONS. |
| PART V, SECTION B, LINE 3: | IN MARCH 2015, SOUTHCOAST HEALTH SYSTEM ACQUIRED A 25% INTEREST IN NORTHEAST BEHAVIORAL, LLC, THAT OWNS A 192-BED PSYCHIATRIC HOSPITAL IN DARTMOUTH, MA, DOING BUSINESS AS SOUTHCOAST BEHAVIORAL HEALTH (SBH). SBH IS PART OF AN AFFILIATED HEALTH SYSTEM, SOUTHCOAST HEALTH SYSTEM, WHICH INCLUDES SOUTHCOAST HOSPITAL GROUP(SHG). SHG HAS A JOINT CHNA WITH SBH THAT IDENTIFIES COMMUNITY HEALTH NEEDS, INCLUDING BEHAVIORAL HEALTH NEEDS. SOUTHCOAST HEALTH SYSTEM COMMUNITY BENEFITS PROGRAM COORDINATES ACTIVITIES ACROSS ITS VARIOUS AFFILIATES. THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA. |
| PART V, SECTION B, LINE 7A, HOSPITAL FACILITY'S WEBSITE: | HTTPS://WWW.SOUTHCOASTBEHAVIORAL.COM/ABOUT/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ |
| PART V, SECTION B, LINE 7B, OTHER WEBSITE: | HTTPS://WWW.SOUTHCOAST.ORG/COMMUNITY/#DOCUMENTS |
| PART V, SECTION B, LINE 10A, HOSPITAL FACILITY'S MOST RECENTLY ADOPTED | IMPLEMENTATION STRATEGY POSTED ON A WEBSITE:HTTPS://WWW.SOUTHCOASTBEHAVIORAL.COM/ABOUT/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ |
| PART V, SECTION B, LINE 11 - CONTINUED | 3. BUILT ENVIRONMENT: COMMUNITY INFRASTRUCTURE AND DESIGN, INCLUDING TRANSPORTATION, GREEN SPACE, AND NEIGHBORHOOD SAFETY, THAT INFLUENCE HEALTH AND WELL-BEING.- COMMUNITY AED DONATIONS: AUTOMATED EXTERNAL DEFIBRILLATORS (AEDS) ARE LIFE-SAVING DEVICES THAT SHOULD BE AVAILABLE IN PUBLIC SPACES, INCLUDING SCHOOLS, WORKPLACES, SPORTS ARENAS, SHOPPING CENTERS, AND LOCAL PARKS WHERE FAMILIES GATHER. SUDDEN CARDIAC ARREST CAN STRIKE WITHOUT WARNING, AND IMMEDIATE DEFIBRILLATION IS CRITICAL TO IMPROVING THE CHANCES OF SURVIVAL. AEDS ARE SIMPLE TO USE, PROVIDE STEP-BY-STEP GUIDANCE, AND, WHEN COMBINED WITH CPR, SIGNIFICANTLY INCREASE THE LIKELIHOOD OF RECOVERY. * TO SUPPORT ACCESS TO AEDS IN THE COMMUNITY, SOUTHCOAST PROVIDED FUNDING SUPPORT TO DAMIEN'S FOOD PANTRY IN WAREHAM TO SUPPORT THE PURCHASE AND INSTALLATION OF AN AED, PROVIDING STAFF AND PATRONS WITH ACCESS TO THIS LIFE-SAVING DEVICE. SOUTHCOAST ALSO COLLABORATED WITH THE NEW BEDFORD HEALTH DEPARTMENT AND NEW BEDFORD PARKS AND RECREATION TO PURCHASE FIVE AEDS, WHICH WILL BE INSTALLED THROUGHOUT THE CITY IN HIGH-NEED AREAS AND PUBLIC PARKS, HELPING ENSURE A QUICK, LIFE-SAVING RESPONSE IN PUBLIC SPACES. IN ADDITION, TWO AEDS WERE PURCHASED AND DONATED TO BISHOP STANG HIGH SCHOOL TO SUPPORT THEIR SCHOOL'S SPORTS FIELDS, FURTHER EXPANDING ACCESS TO LIFE-SAVING EQUIPMENT IN THE COMMUNITY.4. FOOD ACCESS & SECURITY: AVAILABILITY OF AFFORDABLE, NUTRITIOUS, AND CULTURALLY APPROPRIATE FOODS THAT SUPPORT HEALTHY EATING AND REDUCE FOOD INSECURITY.- IN FY25, SOUTHCOAST ALSO SELECTED TWO FOOD-RELATED ORGANIZATIONS, COASTAL FOODSHED AND THE MARION INSTITUTE FOR INVESTMENT TO HELP ADDRESS THE GROWING NEED FOR FOOD SECURITY ACROSS THE SOUTH COAST. * FROM JANUARY THROUGH MAY 2025, SOUTHCOAST STRATEGIC PARTNERSHIP PROGRAM PLAYED A CRITICAL ROLE IN SUPPORTING COASTAL FOODSHED'S FARM TO FOOD RELIEF PROGRAM. WHILE THE PROGRAM WAS PRIMARILY FUNDED BY THE MASSACHUSETTS DEPARTMENT OF AGRICULTURAL RESOURCES (MDAR) THROUGH THE FEDERAL LOCAL FOOD PURCHASING ASSISTANCE (LFPA) GRANT PROGRAM, THOSE FEDERAL DOLLARS COULD ONLY BE USED TO PURCHASE LOCAL FOODS FOR EMERGENCY DISTRIBUTION. SOUTHCOAST'S CONTRIBUTION WAS ESSENTIAL IN COVERING THE STAFF AND OPERATIONAL COSTS NEEDED TO CONDUCT THE PROGRAM EFFECTIVELY. DURING THIS PERIOD, COASTAL FOODSHED PURCHASED AND DISTRIBUTED NEARLY $240,000 IN LOCALLY GROWN FRUITS AND VEGETABLES, SEAFOOD, MEAT, DAIRY, AND OTHER FOODS TO 28 SOUTHCOAST FOOD PANTRIES, IN PARTNERSHIP WITH PACE, THE UNITED WAY OF GREATER NEW BEDFORD'S HUNGER COMMISSION, DAMIEN'S FOOD PANTRY, AND ROUND THE BEND FARM'S MANIFEST LOVE PROGRAM. IN TOTAL, FOOD WAS SOURCED FROM 44 LOCAL FARMS, DIRECTLY INVESTING IN AND STRENGTHENING THE REGIONAL FARM ECONOMY WHILE IMPROVING FOOD SECURITY ACROSS THE SOUTH COAST. * SOUTHCOAST HEALTH HAS PARTNERED WITH THE MARION INSTITUTE, FROGFOOT FARM, AND LOCAL CHEF DANNY MINKLE TO LAUNCH COOKS FOR COMMUNITY, A PILOT PROGRAM THAT DELIVERS FRESH, LOCALLY SOURCED MEALS TO RESIDENTS WHO ARE UNHOUSED OR UNABLE TO PREPARE THEIR OWN MEALS. THE PROGRAM BEGAN ON SEPTEMBER 5 AND WILL CONTINUE THROUGH THE END OF THE YEAR, SUPPORTED BY FUNDING FROM SOUTHCOAST HEALTH. EACH WEEK, CHEF DANNY PREPARES 50 NUTRITIOUS MEALS THAT ARE DISTRIBUTED BY THE COMMUNITY WELLNESS STREET OUTREACH TEAM, WITH AN ANTICIPATED TOTAL OF 1,000 MEALS DELIVERED BY YEAR'S END.5. ACCESS TO CARE: AVAILABILITY, AFFORDABILITY, AND ACCESSIBILITY OF HEALTHCARE SERVICES, INCLUDING PREVENTIVE, PRIMARY, SPECIALTY, AND DENTAL/ORAL HEALTH CARE.- SOUTHCOAST HEALTH'S COMMUNITY WELLNESS PROGRAM (CWP) BRINGS CARE DIRECTLY INTO NEIGHBORHOODS TO REDUCE BARRIERS AND CONNECT RESIDENTS WITH PREVENTIVE SERVICES AND ESSENTIAL RESOURCES. THE PROGRAM INCLUDES TWO DEDICATED TEAMS: THE COMMUNITY WELLNESS TEAM AND THE STREET OUTREACH TEAM (NOTE - THE STREET OUTREACH TEAM COMPONENT IS CAPTURED UNDER HOUSING AND BEHAVIORAL HEALTH PROGRAM - ADDITIONAL INFORMATION ON THE PROGRAM IS CAPTURED UNDER CHRONIC DISEASE AND MATERNAL CHILD HEALTH). THE COMMUNITY WELLNESS TEAM IS COMPRISED OF ONE LPN AND A TRILINGUAL COMMUNITY HEALTH WORKER. THE TEAM PROVIDES A VARIETY OF HEALTH-FOCUSED SERVICES, INCLUDING EDUCATION, SCREENINGS, AND OUTREACH. THESE OFFERINGS AIM TO IMPROVE HEALTH OUTCOMES AND PROVIDE ACCESSIBLE RESOURCES FOR ALL. FY25 SERVICES INCLUDED: * HEALTH EDUCATION AND OUTREACH: COVERING TOPICS LIKE WOMEN'S HEALTH, NUTRITION, SMOKING CESSATION, AND CHRONIC DISEASE MANAGEMENT (E.G., CANCER, HEART DISEASE, DIABETES). 67 HEALTH EDUCATION OPPORTUNITIES IN THE COMMUNITY. * CONFIDENTIAL HEALTH SCREENINGS: INCLUDING BODY MASS INDEX (BMI), BLOOD PRESSURE, AND ADVANCE CARE PLANNING. * VACCINATIONS: OFFERING COVID-19, FLU, PNEUMONIA, HEP A, AND TETANUS VACCINES. 16 VACCINATION CLINICS. * POINT-OF-CARE TESTING (POCT): INCLUDES HEMOGLOBIN A1C, BLOOD GLUCOSE, AND CHOLESTEROL READINGS. 39 POCT OPPORTUNITIES IN THE COMMUNITY. * COMMUNITY EVENTS: PARTICIPATION IN HEALTH AND RESOURCE FAIRS TO BRING SERVICES DIRECTLY TO THE PUBLIC. 18 COMMUNITY HEALTH AND RESOURCE FAIRS.- SOUTHCOAST RESOURCE CONNECT IS AN ONLINE PLATFORM THAT PROVIDES A COMPREHENSIVE DIRECTORY OF BEHAVIORAL HEALTH AND COMMUNITY RESOURCES TO SUPPORT INDIVIDUALS AND FAMILIES. IT HIGHLIGHTS LOCAL, FREE, AND LOW-COST SERVICES THAT ADDRESS ESSENTIAL NEEDS SUCH AS FOOD ACCESS, HOUSING SUPPORT, FINANCIAL ASSISTANCE, WORKFORCE DEVELOPMENT, EDUCATIONAL OPPORTUNITIES, AND OTHER SUPPORTIVE SERVICES. THE PLATFORM CAN ALSO BE USED FOR INTER-AGENCY REFERRALS AND TO CONNECT INDIVIDUALS WHO SCREEN POSITIVE ON THE HEALTH-RELATED SOCIAL NEEDS (HRSN) SCREENER TO APPROPRIATE SOCIAL SERVICES. IT IS AVAILABLE FOR USE BY SOUTHCOAST STAFF, PATIENTS, COMMUNITY MEMBERS, AND PARTNER AGENCIES. * DURING FY25, 17,359 UNIQUE USERS ACCESSED THE PLATFORM, REPRESENTING APPROXIMATELY A 35% INCREASE FROM THE PREVIOUS YEAR. THE MOST COMMON COMMUNITY SEARCHES WERE FOR FOOD PANTRIES, HOUSING ASSISTANCE, AND HELP WITH PAYING FOR HOUSING.- IN FY25, SOUTHCOAST PARTICIPATED IN THE COMMUNITY HEALTH INITIATIVE (CHI) AS PART OF A DETERMINATION OF NEED (DON) REQUIREMENT OF THE COMMONWEALTH OF MASSACHUSETTS. THROUGH THIS CHI INVESTMENT, SOUTHCOAST PROVIDED FUNDING TO NEW BEDFORD COMMUNITY HEALTH TO SUPPORT THE DEVELOPMENT OF A NEW 13,000-SQUARE-FOOT SPACE DESIGNED TO EXPAND PRIMARY CARE CAPACITY. THE NEW SITE WILL INCLUDE 30 TREATMENT ROOMS AND ENABLE THE HIRING OF TWO ADDITIONAL PRIMARY CARE PROVIDERS, STRENGTHENING ACCESS TO CARE FOR LOCAL RESIDENTS. THE INVESTMENT ALSO SUPPORTS THE CONTINUED GROWTH OF THE COMMUNITY HEALTH WORKER (CHW) WORKFORCE, FURTHER ENHANCING OUTREACH AND PATIENT SUPPORT SERVICES.- SOUTHCOAST HEALTH RECENTLY SUPPORTED LOCAL EMERGENCY MEDICAL SERVICES (EMS) THROUGH ITS EMS SUPPORT GRANT PROGRAM, AN INITIATIVE DESIGNED TO STRENGTHEN PRE-HOSPITAL CARE BY FUNDING TRAINING AND ESSENTIAL MEDICAL EQUIPMENT. THE PROGRAM WAS FIRST LAUNCHED IN MAY 2025 DURING NATIONAL EMS WEEK WITH THE GOAL OF SUPPORTING ORGANIZATIONS THAT PROVIDE DIRECT PATIENT CARE THROUGHOUT THE SOUTH COAST REGION. * IN ITS INAUGURAL YEAR, THE PROGRAM AWARDED APPROXIMATELY $100,000 TO SEVEN MUNICIPAL EMS ORGANIZATIONS ACROSS SOUTHEASTERN MASSACHUSETTS AND RHODE ISLAND, ENABLING THEM TO PURCHASE CRITICAL TRAINING EQUIPMENT THAT ENHANCES THE SKILLS, PREPAREDNESS, AND OVERALL READINESS OF EMS PROFESSIONALS(CONTINUED IN SUPPLEMENTAL DISCLOSURES) |
| PART V, SECTION B, LINE 11 - CONTINUED | 6. BEHAVIORAL HEALTH: MENTAL HEALTH AND SUBSTANCE USE, WITH A FOCUS ON PREVENTION, TREATMENT, AND REDUCING STIGMA.- IN FY25, STRATEGIC PARTNERSHIP PROGRAM FUNDING SUPPORTED THE CONTINUED PARTNERSHIP WITH THE YWCA OF SOUTHEASTERN MASSACHUSETTS TO STRENGTHEN ITS RESIDENTIAL SERVICES PROGRAM. DURING THE PRIOR YEAR, THIS PARTNERSHIP SUPPORTED THE EXPANSION OF A NEW FACILITY THAT INTRODUCED ADDITIONAL SINGLE-OCCUPANCY BEDS TO THE REGION. BUILDING ON THAT PROGRESS, FY25 FUNDING SUPPORTS THE PROVISION OF AN IN-HOUSE, CULTURALLY COMPETENT LICENSED MENTAL HEALTH COUNSELOR (LMHC) FOR ALL PROGRAM RESIDENTS, ENSURING QUICKER AND MORE ACCESSIBLE MENTAL HEALTH CARE TO MEET RESIDENTS' NEEDS.- THE COMMUNITY WELLNESS PROGRAM'S STREET OUTREACH TEAM IS A COMMUNITY-CENTERED INITIATIVE DESIGNED TO IMPROVE ACCESS TO HEALTH, BEHAVIORAL HEALTH, AND SOCIAL SUPPORT SERVICES FOR INDIVIDUALS EXPERIENCING BARRIERS TO CARE. THE PROGRAM PRIORITIZES OUTREACH TO POPULATIONS DISPROPORTIONATELY IMPACTED BY HEALTH INEQUITIES, INCLUDING INDIVIDUALS WHO ARE UNSHELTERED, EXPERIENCING HOUSING INSTABILITY, AND THOSE WITH MENTAL HEALTH AND SUBSTANCE USE NEEDS. THROUGH A MULTIDISCIPLINARY TEAM INCLUDING A RN ADDICTION NURSE SPECIALIST, AND TWO COMMUNITY HEALTH WORKERS, WHO ARE CERTIFIED IN PEER RECOVERY AND HARM REDUCTION, THE PROGRAM PROVIDES DIRECT, RELATIONSHIP-BASED OUTREACH IN COMMUNITY SETTINGS SUCH AS ENCAMPMENTS AND OTHER HIGH-NEED LOCATIONS. SERVICES INCLUDE CARE COORDINATION, HEALTH EDUCATION, HARM REDUCTION SUPPORT, REFERRALS TO MEDICAL AND BEHAVIORAL HEALTH SERVICES, AND CONNECTIONS TO HOUSING, FOOD, AND OTHER ESSENTIAL RESOURCES. DURING FY25, THE STREET OUTREACH TEAM RECEIVED FUNDING FROM THE OPIOID-7 CARES (CARE OF ADDICTION THROUGH RESILIENCE AND EMPATHETIC SUPPORT) PROGRAM, WHICH WAS DEVELOPED IN RESPONSE TO THE FALL RIVER ABATEMENT FUNDS. THIS FUNDING ALLOWED FOR THE EXPANSION OF THE TEAM WITH THE ADDITION OF A SECOND COMMUNITY HEALTH WORKER. THIS NEW TEAM MEMBER IS DEDICATED EXCLUSIVELY TO SERVING THE GREATER FALL RIVER COMMUNITY, PROVIDING OUTREACH, ENCAMPMENT ENGAGEMENT, CARE COORDINATION, AND REFERRALS TO ESSENTIAL SERVICES, WHILE THE REST OF THE TEAM CONTINUES OUTREACH AND SERVICES ACROSS THE BROADER SOUTH COAST REGION. THE STREET OUTREACH TEAM WORKS IN CLOSE COLLABORATION WITH LOCAL HEALTH DEPARTMENTS, HEALTHCARE PROVIDERS, COMMUNITY-BASED ORGANIZATIONS, AND SOCIAL SERVICE AGENCIES TO ENSURE COORDINATED, RESPONSIVE, AND CULTURALLY COMPETENT CARE. BY MEETING INDIVIDUALS WHERE THEY ARE AND ADDRESSING BOTH IMMEDIATE NEEDS AND LONG-TERM STABILITY, THE PROGRAM SUPPORTS IMPROVED HEALTH OUTCOMES AND ADVANCES HEALTH EQUITY ACROSS THE COMMUNITY. IN ADDITION TO DIRECT OUTREACH AND SERVICE DELIVERY, THE TEAM PLAYS AN ACTIVE ROLE IN BROADER COMMUNITY INITIATIVES AIMED AT PREVENTION, AWARENESS, AND SYSTEMS-LEVEL CHANGE. PROGRAM STAFF PARTICIPATE IN COMMUNITY PLANNING AND IMPLEMENTATION EFFORTS THAT ADDRESS SUBSTANCE USE AND BEHAVIORAL HEALTH CHALLENGES ACROSS THE REGION. THIS INCLUDES SERVING AS MEMBERS OF THE PLANNING AND IMPLEMENTATION TEAM FOR THE ANNUAL OVERDOSE AWARENESS DAY IN FALL RIVER, CONTRIBUTING TO EVENT COORDINATION, COMMUNITY EDUCATION, AND RESOURCE ENGAGEMENT TO HONOR LIVES LOST AND PROMOTE OVERDOSE PREVENTION, HARM REDUCTION, AND RECOVERY SUPPORTS. THE STREET OUTREACH TEAM PROVIDES COMMUNITY EDUCATION FOCUSED ON SUBSTANCE USE AND THE IMPORTANCE OF REDUCING STIGMA AND BIAS. IN ADDITION, THE RN ADDICTION NURSE SPECIALIST CONDUCTS TRAININGS FOR COMMUNITY PARTNERS ON EVIDENCE-BASED PRACTICES, INCLUDING XYLAZINE WOUND CARE, AND DELIVERS GUEST LECTURES TO STUDENTS IN TRAINING AT LOCAL COLLEGES. THESE EFFORTS PROMOTE COMPASSIONATE, INFORMED CARE AND SUPPORT THE REDUCTION OF BIAS IN CLINICAL AND COMMUNITY-BASED SETTINGS.- COMMUNITY PARTNER SUPPORT: SOUTHCOAST PROVIDED SUPPORT TO SAMARITANS SOUTHCOAST'S SUICIDE PREVENTION HOTLINE. BY PROVIDING FUNDING, SAMARITANS CAN SUPPORT 19,000 CALLERS FROM OUR LOCAL REGION THROUGH LISTENING, SAFETY PLANNING, WARM TRANSFERS TO MOBILE CRISIS INTERVENTION, AND LIFESAVING CRISIS INTERVENTION. SOUTHCOAST ALSO SUPPORTS THE SPRING SPECTACULAR EVENT HOSTED BY THE CHILDREN'S ADVOCACY CENTER (CAC) OF BRISTOL COUNTY, WHICH RAISES AWARENESS AND FUNDS TO SUPPORT CAC'S MISSION OF PROTECTING CHILDREN AND FAMILIES AFFECTED BY ABUSE AND VIOLENCE.7. CHRONIC DISEASE: PREVENTION, MANAGEMENT, AND TREATMENT OF CONDITIONS SUCH AS DIABETES, HEART DISEASE, CANCER, AND RESPIRATORY ILLNESSES.- SMOKING CESSATION: AS PART OF OUR COMMITMENT TO COMMUNITY HEALTH, SOUTHCOAST OFFERS A SMOKING CESSATION SUPPORT DESIGNED TO HELP INDIVIDUALS QUIT TOBACCO USE AND IMPROVE THEIR OVERALL WELL-BEING. NUMEROUS SOUTHCOAST EMPLOYEES - INCLUDING COMMUNITY HEALTH WORKERS, PEER RECOVERY COACHES, AND NURSES - HAVE BEEN TRAINED AS TOBACCO TREATMENT SPECIALISTS (TTS) TO PROVIDE FREE, ONE-ON-ONE COUNSELING TAILORED TO EACH PARTICIPANT'S UNIQUE NEEDS AND GOALS. THROUGH PERSONALIZED SUPPORT, EDUCATION, AND EVIDENCE-BASED STRATEGIES, THESE TRAINED SPECIALISTS EMPOWER PATIENTS AND COMMUNITY MEMBERS TO BUILD THE SKILLS AND CONFIDENCE NEEDED TO QUIT SMOKING SUCCESSFULLY. THIS SERVICE NOT ONLY PROMOTES LONG-TERM HEALTH BUT ALSO FOSTERS A HEALTHIER, SMOKE-FREE COMMUNITY FOR ALL.- COMMUNITY SCREENINGS: EACH FALL, SOUTHCOAST HOSTS ITS ANNUAL LUNG CANCER SCREENING EVENT, NOW IN ITS THIRD YEAR, TO PROVIDE THE COMMUNITY WITH EDUCATION AND SAME-DAY SCREENING OPPORTUNITIES. THE EVENT IS FREE AND OPEN TO THE PUBLIC, HELD AT THE FAIRHAVEN CANCER CENTER WITH CONVENIENT TRANSPORTATION ACCESS. * THIS YEAR, 16 SOUTHCOAST STAFF VOLUNTEERED THEIR TIME TO SUPPORT THE EVENT. LOOKING AHEAD TO FY26, PLANS ARE UNDERWAY TO EXPAND THE EVENT TO THE FALL RIVER SITE TO REACH MORE INDIVIDUALS IN THE REGION.- THE COMMUNITY WELLNESS TEAM OFFERS CHRONIC DISEASE MANAGEMENT SERVICES IN THE COMMUNITY, INCLUDING NO-COST POINT-OF-CARE TESTING, A1C SCREENINGS, CHOLESTEROL ASSESSMENTS, AND BLOOD PRESSURE CHECKS. THESE SERVICES ARE VITAL BECAUSE THEY PROVIDE ACCESSIBLE, EARLY DETECTION AND MONITORING OF CONDITIONS SUCH AS DIABETES, HEART DISEASE, AND HYPERTENSION; DISEASES THAT DISPROPORTIONATELY AFFECT UNDERSERVED POPULATIONS. BY BRINGING SCREENINGS DIRECTLY INTO THE COMMUNITY, THE TEAM HELPS IDENTIFY HEALTH RISKS BEFORE THEY BECOME MORE SERIOUS, PROMOTES TIMELY INTERVENTIONS, AND CONNECTS INDIVIDUALS WITH APPROPRIATE FOLLOW-UP CARE. THIS PROACTIVE APPROACH NOT ONLY IMPROVES INDIVIDUAL HEALTH OUTCOMES BUT ALSO REDUCES LONG-TERM HEALTHCARE COSTS, INCREASES HEALTH AWARENESS, AND EMPOWERS COMMUNITY MEMBERS TO TAKE AN ACTIVE ROLE IN MANAGING THEIR CHRONIC CONDITIONS. IN FY25, THERE WERE 39 PREVENTATIVE SCREENINGS PROVIDED BY THE TEAM (DOCUMENTED AS WELL UNDER THE COMMUNITY WELLNESS PROGRAM SECTION).- COMMUNITY EDUCATION: AS A LEADER IN HEALTHCARE FOR THE SOUTH COAST REGION, SOUTHCOAST PROVIDES COMPREHENSIVE CHRONIC DISEASE EDUCATION BY DISTRIBUTING INFORMATIONAL MATERIALS IN MULTIPLE LANGUAGES AND ENSURING ACCESSIBILITY THROUGH A VARIETY OF CHANNELS. THIS APPROACH HELPS REACH DIVERSE POPULATIONS, ADDRESSES LANGUAGE AND LITERACY BARRIERS, AND EMPOWERS COMMUNITY MEMBERS TO MAKE INFORMED DECISIONS ABOUT THEIR HEALTH. * DURING FY25, THE HEALTH EDUCATION SEMINAR SERIES HOSTED 27 VIRTUAL SEMINARS, PROVIDING EDUCATION ON CHRONIC DISEASE PREVENTION, MANAGEMENT, AND OVERALL HEALTH AWARENESS. - CANCER CARE TOPICS: BREAST CANCER, LUNG CANCER, COLON CANCER AND THORACIC SURGERY (78 TOTAL ATTENDEES). - HEART & VASCULAR TOPICS: DIABETES & HEART HEALTH, HEART HEALTH TIPS, AORTIC VALVE, HEART ATTACK & STROKE, HEART FAILURE, PULSED FIELD ABLATIONS, WOMEN'S HEART HEALTH, CAD, & AFIB (393 TOTAL ATTENDEES). - ORTHOPEDIC CONDITION TOPICS: KNEE, HIP, TENJET PROCEDURE, OSTEOPOROSIS, AND SPORTS MEDICINE (362 TOTAL ATTENDEES). - WEIGHT MANAGEMENT TOPICS: WEIGHT LOSS (97 TOTAL ATTENDEES). (CONTINUED IN SUPPLEMENTAL DISCLOSURES) |
| PART V, SECTION B, LINE 11 - CONTINUED | 8. MATERNAL & CHILD HEALTH: HEALTH AND WELL-BEING OF MOTHERS, INFANTS, AND CHILDREN, INCLUDING PRENATAL CARE, BIRTH OUTCOMES, CHILD DEVELOPMENT, AND FAMILY SUPPORT.- THE SOUTHCOAST BABY CAFS ARE A WELCOMING, FREE COMMUNITY SPACE THAT SUPPORTS BREASTFEEDING AND EARLY PARENTING. OPEN TO PARENTS AND CAREGIVERS, THE BABY CAFS PROVIDE PEER SUPPORT, EDUCATION, AND RESOURCES IN A RELAXED AND FRIENDLY ENVIRONMENT. THESE CAFS ARE OVERSEEN BY TRAINED LACTATION CONSULTANTS AND PEER COUNSELORS, PARTICIPANTS RECEIVE ONE-ON-ONE GUIDANCE, GROUP SUPPORT, AND PRACTICAL TIPS TO HELP WITH BREASTFEEDING CHALLENGES, INFANT NUTRITION, AND OVERALL NEWBORN CARE. * DURING FY25, THREE BABY CAF SESSIONS WERE HELD EACH WEEK, EACH LASTING TWO HOURS, IN DARTMOUTH AND FALL RIVER, WITH 810 MOTHERS IN ATTENDANCE (NOT INCLUDING SUPPORT PEOPLE OR INFANTS). THIS REPRESENTS A 20.2% INCREASE FROM FY24 (674 MOTHERS). INCREASED PARTICIPATION HELPS PROMOTE HEALTHIER INFANTS, STRENGTHENS FAMILY WELL-BEING, AND FOSTERS A MORE INFORMED AND CONNECTED COMMUNITY. * IN ADDITION TO THE INCREASE IN ATTENDANCE AT SOUTHCOAST BABY CAFS, THE TEAM SUPPORTED THE TRAINING AND EXPANSION OF BABY CAFS ACROSS THE SOUTH COAST REGION BY PROVIDING GUIDANCE, RESOURCES, AND DROP-IN TEACHING FOR NEW BEDFORD COMMUNITY HEALTH, HELPING THEM OFFER MULTI-LINGUAL, PRIMARILY SPANISH-SPEAKING BABY CAFS TO BETTER MEET THE NEEDS OF THE COMMUNITY AT THEIR LOCATION AND AT OTHER COMMUNITY-BASED SITES.- SOUTHCOAST OFFERS CHILDBIRTH EDUCATION CLASSES TO PREPARE EXPECTANT PARENTS FOR LABOR, DELIVERY, AND EARLY PARENTHOOD. LED BY EXPERIENCED NURSES AND EDUCATORS, THE CLASSES PROVIDE EVIDENCE-BASED INSTRUCTION, PRACTICAL SKILLS, AND SUPPORTIVE GUIDANCE ON LABOR, PAIN MANAGEMENT, POSTPARTUM CARE, NEWBORN CARE, AND BREASTFEEDING. CLASSES ARE OFFERED IN-PERSON AND VIRTUALLY AND ARE OPEN TO THE PUBLIC, WITH NO REQUIREMENT TO DELIVER AT A SOUTHCOAST FACILITY. * DURING FY25, 273 COUPLES ATTENDED THE CHILDBIRTH EDUCATION SERIES, WHICH IS AN INCREASE OF 35.1% FROM FY24 (202 COUPLES). BY REACHING MORE FAMILIES, THE CLASSES HELP IMPROVE MATERNAL AND INFANT HEALTH OUTCOMES, REDUCE ANXIETY AROUND CHILDBIRTH, AND FOSTER STRONGER FAMILY PREPAREDNESS, ULTIMATELY SUPPORTING HEALTHIER, MORE RESILIENT COMMUNITIES. - SOUTHCOAST OFFERS BREASTFEEDING CLASSES TO HELP NEW AND EXPECTANT PARENTS DEVELOP THE SKILLS AND CONFIDENCE NEEDED FOR SUCCESSFUL BREASTFEEDING. LED BY LACTATION CONSULTANTS AND NURSES, CLASSES COVER LATCH AND POSITIONING, FEEDING SCHEDULES, COMMON CHALLENGES, PUMPING, AND MILK STORAGE. CLASSES ARE OPEN TO THE PUBLIC, AVAILABLE IN-PERSON AND VIRTUALLY, AND DO NOT REQUIRE DELIVERY AT A SOUTHCOAST FACILITY. * DURING FY25, 185 COUPLES ATTENDED A BREASTFEEDING CLASS, WHICH IS AN INCREASE OF 69.7% FROM FY24 (109 COUPLES). AN INCREASE IN ATTENDANCE AT THESE CLASSES POSITIVELY IMPACTS THE COMMUNITY BY EQUIPPING MORE PARENTS WITH THE KNOWLEDGE AND SKILLS TO SUCCESSFULLY BREASTFEED, WHICH SUPPORTS INFANT NUTRITION AND HEALTH, STRENGTHENS PARENT-INFANT BONDING, AND PROMOTES LONG-TERM FAMILY WELL-BEING. * SOUTHCOAST'S CAR SEAT SAFETY PROGRAM, FUNDED THROUGH THE MASSACHUSETTS CHILD PASSENGER SAFETY EDUCATION AND ASSISTANCE INITIATIVE, PROVIDES FREE CAR SEATS, SAFETY CHECKS, AND EDUCATION TO FAMILIES IN NEED. THROUGH THIS PROGRAM, CERTIFIED CHILD PASSENGER SAFETY TECHNICIANS (CPST) ENSURE THAT CAREGIVERS RECEIVE THE RIGHT SEAT FOR THEIR CHILD, LEARN PROPER INSTALLATION TECHNIQUES, AND UNDERSTAND ONGOING SAFETY PRACTICES. - DURING FY25, 11 CAR SEATS AND CAR SEAT CHECKS WERE PROVIDED BY THE CPSTS. IN ADDITION, WE PARTNER WITH LOCAL ORGANIZATIONS AND AGENCIES TO HOST COMMUNITY CAR SEAT CHECK EVENTS, EXPANDING ACCESS TO SAFETY RESOURCES AND SUPPORT FOR FAMILIES ACROSS THE REGION. BY COMBINING ACCESS TO EQUIPMENT WITH HANDS-ON EDUCATION, WE AIM TO REDUCE CHILDHOOD INJURIES AND KEEP OUR COMMUNITY'S YOUNGEST PASSENGERS SAFE ON THE ROAD. * FOR FY25, THE SACRED BIRTHING VILLAGE (SBV) RECEIVED FUNDING THROUGH THE STRATEGIC PARTNERSHIP PROGRAM TO SUPPORT THEIR WORK IN ENHANCING MATERNAL AND INFANT HEALTH OUTCOMES FOR BIPOC COMMUNITIES. SBV SERVES AS A MATERNAL RESTORATIVE SANCTUARY - A SPACE FOR BLACK, INDIGENOUS, AND ALL WOMEN OF COLOR TO REMEMBER, RECLAIM, AND RISE IN THEIR SACRED POWER. IN ADDITION, SBV SUPPORTS SOUTHCOAST BY PROVIDING INSIGHT ON HOSPITAL POLICIES AND PROCEDURES AROUND BIRTHING SUPPORTS AND RECOMMENDING STRATEGIES TO IMPROVE THE OVERALL DELIVERY EXPERIENCE. THROUGH THESE EFFORTS, SBV HELPS PROMOTE HEALTHY PREGNANCIES, STRENGTHEN PARENT-INFANT BONDS, AND IMPROVE MATERNAL AND INFANT HEALTH OUTCOMES. * THE PERINATAL HEALTH EQUITY COUNCIL IS A CROSS-DISCIPLINARY TEAM OF SOUTHCOAST STAFF, STRENGTHENED BY INPUT AND SUPPORT FROM COMMUNITY EXPERTS, AND COMMITTED TO ADVANCING EQUITY FOR BIRTHING PEOPLE AND THEIR FAMILIES. THE COUNCIL AIMS TO (1) ELEVATE PATIENT-CENTERED INSIGHTS AND LIVED EXPERIENCES WHILE IDENTIFYING INTERNAL PRACTICES THAT CONTRIBUTE TO DISPARITIES OR CREATE BARRIERS FOR PATIENTS OF COLOR WITHIN THE SOUTHCOAST HEALTH SYSTEM; (2) SERVE AS A CENTRAL HUB FOR KNOWLEDGE, COLLABORATION, AND ACTION IN PERINATAL HEALTH EQUITY, FOSTERING A CONSISTENT EXCHANGE OF IDEAS, RESOURCES, AND SUPPORT; AND (3) PROVIDE OUTREACH, EDUCATION, AND AWARENESS TO BOTH INTERNAL AND EXTERNAL SOUTHCOAST COMMUNITIES.9. OVERALL HEALTH: GENERAL PHYSICAL, MENTAL, AND SOCIAL WELL-BEING, ENCOMPASSING QUALITY OF LIFE AND HEALTHY LIFESTYLES ACROSS THE LIFESPAN.- THE BE WELL WAREHAM PROGRAM IS A MONTHLY EVENT THAT INVITES PARTICIPANTS TO WALK WITH A SOUTHCOAST PHYSICIAN AND THEN ENGAGE IN HEALTHY ACTIVITIES LED BY SOUTHCOAST STAFF, INCLUDING CHAIR YOGA, MEDITATION TECHNIQUES, AND HEALTH EDUCATION. THE PROGRAM IS OFFERED IN PARTNERSHIP WITH THE YMCA GLEASON FAMILY FACILITY. IN FY25, THE PROGRAM SERVED 91 PARTICIPANTS, WHICH IS ALMOST A 50% INCREASE IN PARTICIPATION FROM LAST YEAR.- THE HEALTHY AGING PODCAST CONTINUED THROUGH FY25, RELEASING 3 EPISODES BEFORE TRANSITIONING INTO THE NEW FISCAL YEAR. THIS FREE PODCAST IS DESIGNED TO HELP LISTENERS MANAGE THEIR HEALTH AND ADOPT HABITS THAT SUPPORT LIVING A LONGER, HEALTHIER LIFE. FEATURED SPEAKERS ON THE PODCAST ARE LOCAL PHYSICIANS AND CARE PROVIDERS WHO DISCUSS IMPORTANT TOPICS AND PRACTICAL STEPS FOR MAINTAINING HEALTH AND WELL-BEING.- INJURY PREVENTION PROGRAM: AT HOSPITALS DESIGNATED AS LEVEL II TRAUMA CENTERS, THE ROLE OF THE INJURY PREVENTION COORDINATOR IS ESSENTIAL TO ADVANCING COMMUNITY HEALTH AND SAFETY. THIS POSITION IS RESPONSIBLE FOR DEVELOPING, IMPLEMENTING, AND EVALUATING PROGRAMS THAT REDUCE THE INCIDENCE OF PREVENTABLE INJURIES ACROSS THE REGION. BY ENGAGING IN COMMUNITY TRAININGS, FOSTERING PARTNERSHIPS WITH SCHOOLS, PUBLIC SAFETY AGENCIES, AND LOCAL ORGANIZATIONS, AND PARTICIPATING IN OUTREACH EVENTS, THE COORDINATOR ENSURES THAT EVIDENCE-BASED STRATEGIES REACH DIVERSE POPULATIONS. THEIR WORK NOT ONLY SUPPORTS THE HOSPITAL'S TRAUMA MISSION BUT ALSO STRENGTHENS COMMUNITY RESILIENCE BY PROMOTING AWARENESS, EDUCATION, AND COLLABORATION. * DURING FY25, THE INJURY PREVENTION COORDINATOR PARTICIPATED IN 13 COMMUNITY-BASED EVENTS, PROVIDING FALL PREVENTION EDUCATION, DISTRACTED DRIVING EDUCATION AND CARFIT SERVICES IN PARTNERSHIP WITH LOCAL COMMUNITY ORGANIZATIONS. THE INJURY PREVENTION COORDINATOR SERVES AS A VITAL LINK BETWEEN THE TRAUMA CENTER AND THE BROADER COMMUNITY, HELPING TO REDUCE INJURY-RELATED MORBIDITY AND MORTALITY WHILE BUILDING LASTING CONNECTIONS THAT IMPROVE PUBLIC HEALTH OUTCOMES.(CONTINUED IN SUPPLEMENTAL DISCLOSURES) |
| PART V, SECTION B, LINE 11 - CONTINUED | BASED ON THE 2025 CHNA FINDINGS, SOUTHCOAST HEALTH WILL PRIORITIZE CERTAIN DEMOGRAPHIC AND SOCIO-ECONOMIC SEGMENTS OF THE POPULATION THAT HAVE COMPLEX NEEDS OR FACE PARTICULAR BARRIERS TO CARE, SERVICE GAPS, OR ADVERSE SOCIAL DRIVERS OF HEALTH THAT CAN PUT THEM AT GREATER RISK. THESE GROUPS OF COMMUNITY MEMBERS INCLUDE: - PEOPLE LIVING IN POVERTY/ LOW-INCOME INDIVIDUALS AND FAMILIES: INDIVIDUALS AND FAMILIES WHOSE INCOME IS BELOW THE FEDERAL POVERTY LINE OR WHO STRUGGLE TO MEET BASIC NEEDS SUCH AS HOUSING, FOOD, HEALTHCARE, AND TRANSPORTATION. - NON-ENGLISH SPEAKERS & RECENT IMMIGRANTS: PEOPLE WHO PRIMARILY SPEAK LANGUAGES OTHER THAN ENGLISH AND/OR WHO HAVE RECENTLY IMMIGRATED, OFTEN FACING BARRIERS TO SERVICES DUE TO LANGUAGE, CULTURAL DIFFERENCES, OR LACK OF DOCUMENTATION. - BIPOC (BLAC. INDIGENOUS, AND PEOPLE OF COLOR): COMMUNITIES WHO EXPERIENCE HEALTH INEQUITIES AND SYSTEMIC BARRIERS LINKED TO RACISM, DISCRIMINATION, AND HISTORICAL TRAUMA. - PEOPLE EXPERIENCING HOUSING INSECURITY/HOMELESSNESS: INDIVIDUALS LACKING STABLE, SAFE, AND ADEQUATE HOUSING, INCLUDING THOSE IN SHELTERS, TRANSITIONAL HOUSING, OR UNSHELTERED SETTINGS. - PEOPLE LIVING WITH SUBSTANCE USE DEPENDENCY: INDIVIDUALS WITH DEPENDENCE OR PROBLEMATIC USE OF ALCOHOL, OPIOIDS, OR OTHER SUBSTANCES, WHO MAY FACE STIGMA AND BARRIERS TO CARE. - OLDER ADULTS (65+): AGING INDIVIDUALS WHO MAY FACE INCREASED RISK OF CHRONIC DISEASE, SOCIAL ISOLATION, MOBILITY CHALLENGES, OR NEED FOR CAREGIVING SUPPORT. - LGBTQIA+ POPULATION: PEOPLE WHO IDENTIFY AS LESBIAN, GAY, BISEXUAL, TRANSGENDER, QUEER, OR GENDER-DIVERSE, WHO MAY FACE DISCRIMINATION, STIGMA, OR LACK OF AFFIRMING SERVICES. - WOMEN & GIRLS / BIRTHING PEOPLE: SOMEONE WHO GIVES BIRTH, REGARDLESS OF THEIR GENDER IDENTIFY, WHICH MAY BE FEMALE, MALE, NONBINARY OR OTHER. |
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| PART I, LINE 3C: | IN FURTHERANCE OF ITS CHARITABLE PURPOSES, THE HOSPITAL WILL PROVIDE BOTH (I) EMERGENCY TREATMENT TO ANY PERSON REQUIRING SUCH CARE; AND (II) MEDICALLY NECESSARY BEHAVIORAL HEALTHCARE SERVICES TO PATIENTS WHO ARE PERMANENT RESIDENTS OF THE COMMONWEALTH OF MASSACHUSETTS (AND OTHERS ON A CASE-BY-CASE BASIS) WHO MEET THE CONDITIONS AND CRITERIA SET FORTH IN THE FINANCIAL ASSISTANCE POLICY; IN EACH CASE, WITHOUT REGARD TO THE PATIENTS' ABILITY TO PAY FOR SUCH CARE.IT IS THE POLICY OF THE HOSPITAL TO PROVIDE FINANCIAL ASSISTANCE (CARE EITHER FOR FREE OR AT DISCOUNTED RATES) TO PERSONS OR FAMILIES WHERE: (I) THERE IS LIMITED OR NO HEALTH INSURANCE AVAILABLE; (II) THE PATIENT FAILS TO QUALIFY FOR GOVERNMENTAL ASSISTANCE (FOR EXAMPLE, MEDICARE OR MEDICAID); (III) THE PATIENT COOPERATES WITH THE HOSPITAL IN PROVIDING THE REQUESTED INFORMATION DEMONSTRATING FINANCIAL NEED, OR OTHER FACTS AND CIRCUMSTANCES READILY DEMONSTRATE FINANCIAL NEED; AND (IV) THE HOSPITAL MAKES AN ADMINISTRATIVE DETERMINATION THAT FINANCIAL ASSISTANCE IS APPROPRIATE BASED ON THE PATIENT'S ABILITY TO PAY (AS ESTABLISHED BY FAMILY INCOME OR BASED ON CRITERIA DEMONSTRATING PRESUMPTIVE ELIGIBILITY) AND THE SIZE OF THE PATIENT'S MEDICAL BILLS.AFTER THE HOSPITAL DETERMINES THAT A PATIENT IS ELIGIBLE FOR FINANCIAL ASSISTANCE, THE HOSPITAL WILL DETERMINE THE AMOUNT OF FINANCIAL ASSISTANCE AVAILABLE TO THE PATIENT BY UTILIZING THE FINANCIAL ASSISTANCE GUIDELINES. THE GUIDELINES REFLECT FAMILY INCOME LEVELS TIED TO THE MOST RECENT FEDERAL POVERTY GUIDELINES, AND ESTABLISH CORRESPONDING DISCOUNT PERCENTAGES. THE GUIDELINES ARE ADJUSTED ANNUALLY TO REFLECT THE ANNUAL UPDATE TO THE FEDERAL POVERTY GUIDELINES, AND TO ADJUST THE CORRESPONDING DISCOUNT PERCENTAGES TO ENSURE THAT, IN ALL CASES, A PATIENT DETERMINEDTO BE ELIGIBLE FOR FINANCIAL ASSISTANCE WILL NOT BE BILLED MORE THAN THE AMOUNTS GENERALLY BILLED BY THE HOSPITAL FOR THE SAME EMERGENCY OR MEDICALLY NECESSARY BEHAVIORAL HEALTH SERVICES TO INDIVIDUALS WHO HAVE INSURANCE COVERING SUCH CARE.IN CASES WHERE THIRD-PARTY COVERAGE (INCLUDING PRIVATE INSURANCE OR PAYMENT BY GOVERNMENTAL PROGRAM) IS NONEXISTENT OR LIKELY TO BE INADEQUATE, THE FINANCIAL COUNSELOR WILL INFORM THE PATIENT OF THE AVAILABILITY OF FINANCIAL ASSISTANCE. PATIENTS SEEKING FINANCIAL ASSISTANCE WILL BE ASKED TO COMPLETE THE FINANCIAL ASSISTANCE APPLICATION. ONCE A COMPLETED FINANCIAL ASSISTANCE APPLICATION IS RECEIVED, THE FINANCIAL COUNSELOR WILL REVIEW THE APPLICATION AND FORWARDIT TO THE BUSINESS OFFICE DIRECTOR. PATIENTS WHO ARE DETERMINED TO BE PRESUMPTIVELY ELIGIBLE WILL BE PROCESSED FOR FINANCIAL ASSISTANCE WITHOUT NEED FOR COMPLETION OF THE FINANCIAL ASSISTANCE APPLICATION. |
| PART I, LINE 6A: | SOUTHCOAST HEALTH SYSTEM, INC. (EIN 04-2794625), THROUGH ITS INTEREST IN SOUTHCOAST BEHAVIORAL HEALTH, JOINTLY CONDUCTED ITS CHNA WITH AFFILIATE SOUTHCOAST HOSPITALS GROUP, INC. |
| PART I, LINE 7: | SHS HOLDS A 25% OWNERSHIP INTEREST IN NORTHEAST BEHAVIORAL HEALTH LLC, WHICH OPERATES AS SOUTHCOAST BEHAVIORAL HEALTH (SBH). THE COMMUNITY BENEFIT EXPENSES REPORTED IN COLUMNS (C) AND (E) REFLECT ONLY SHS'S PROPORTIONATE SHARE OF SBH'S TOTAL COMMUNITY BENEFIT EXPENDITURES. BECAUSE SHS'S INVESTMENT IN SBH CONSTITUTES A RELATIVELY SMALL PART OF SHS'S OVERALL OPERATIONS AND EXPENSES, THE RESULTING COMMUNITY BENEFIT PERCENTAGE ATTRIBUTABLE TO SHS IS CORRESPONDINGLY LOW. 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. 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 SELF PAY MEDICARE DEDUCTIBLES/COINSURANCE, 100% OF SELF-PAY, REGARDLESS OF AGE, 0% OF 0 - 90 DAY INSURANCE, 0% OF 91-120 DAY INSURANCE, 0% OF 121-150 DAY INSURANCE, 0% OF 151-180 DAY INSURANCE, AND 100% OF >180 DAY INSURANCE. ADDITIONALLY, 65% OF MEDICARE BAD DEBT WRITE OFFS ARE RECOVERABLE ON THE MEDICARE COST REPORT AND AS SUCH THEY ARE RECORDED AS AN OFFSET TO BAD DEBT EXPENSE. |
| PART III, LINE 3: | PER SOUTHCOAST'S ASSESSMENT OF THE COMMUNITY IT SERVES, A CERTAIN PERCENTAGE OF THE POPULATION WOULD QUALIFY FOR FINANCIAL ASSISTANCE BUT DO NOT APPLY. DUE TO THIS, SOUTHCOAST CONSIDERS THIS AMOUNT OF BAD DEBT AS A COMMUNITY BENEFIT EXPENSE. |
| PART III, LINE 4: | FOOTNOTE 2 REVENUE FROM CUSTOMERS PAGES 10-11, AND FOOTNOTE 4 PAGES 16-17 OF THE ATTACHED CONSOLIDATED FINANCIAL STATEMENTS RELATES TO ALLOWANCE FOR DOUBTFUL ACCOUNTS AND BAD DEBTS. |
| PART III, LINE 8: | THE COSTING METHODOLOGY USED TO DETERMINE ALLOWABLE COSTS IS BASED ON THE ACTUAL COST OF SERVICES PROVIDED BASED ON THE TOTAL COST-TO-CHARGE RATIO DERIVED FROM SBH'S MEDICARE COST REPORT. |
| PART III, LINE 9B: | IN THE EVENT THAT A PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE BUT FAILS TO TIMELY PAY ANY REMAINING BALANCE DUE (INCLUDING, IF APPLICABLE, PER THE TERMS OF THE AGREED-UPON PAYMENT PLAN), SOUTHCOAST MAY TAKE ANY OF THE ACTIONS SET FORTH IN THE HOSPITAL'S BILLING AND COLLECTION POLICY, INCLUDING SENDING REMAINING SELF-PAY BALANCES TO A THIRD PARTY COLLECTION AGENCY WITHIN 90-120 DAYS OF PATIENT'S DISCHARGE DATE. CONSISTENT WITH THE BILLING AND COLLECTION POLICY, THE HOSPITAL WILL NOT UNDERTAKE ANY EXTRAORDINARY COLLECTION ACTIONS (AS DEFINED IN THAT POLICY) WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE A PATIENT'S ELIGIBILITY FOR FINANCIAL ASSISTANCE PURSUANT TO THIS POLICY. |
| PART VI, LINE 2: | SOUTHCOAST HEALTH SYSTEM, THROUGH ITS INTEREST IN SBH, AIMS TO ADDRESS AN URGENT HEALTHCARE NEED OF THE COMMUNITY IT SERVES BY PROVIDING HIGH QUALITY MEDICAL CARE FOR COMMUNITY MEMBERS FACING BEHAVIORAL HEALTH ISSUES. SERVICES PROVIDED BY SBH ADDRESS NEEDS IDENTIFIED BY ITS AFFILIATE SOUTHCOAST HOSPITALS GROUP IN ITS MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT, PARTICULARLY THE NEEDS FOR BEHAVIORAL HEALTH CARE. BEHAVIORAL HEALTH IS A BROAD, MULTIFACETED FIELD THAT ENCOMPASSES MENTAL HEALTH AS WELL AS SUBSTANCE USE AND OVERALL EMOTIONAL WELL-BEING. MENTAL HEALTH CONCERNS ARE AN INCREASING ISSUE ACROSS THE SOUTH COAST REGION, AFFECTING INDIVIDUALS OF ALL AGES, INCLUDING YOUTH, ADULTS, AND SENIORS. THE REGION FACES HIGH PREVALENCE RATES OF MENTAL HEALTH CONDITIONS SUCH AS DEPRESSION, ANXIETY, AND OTHER DISORDERS, ALONGSIDE CHALLENGES RELATED TO SUBSTANCE USE, INCLUDING ALCOHOL AND OPIOID USE. ACCESS TO BEHAVIORAL HEALTH SERVICES IS LIMITED BY FACTORS SUCH AS COST, AVAILABILITY OF PROVIDERS, LONG WAITLISTS, STIGMA, AND INSUFFICIENT INTEGRATION WITH PRIMARY CARE. THESE BARRIERS ARE FURTHER COMPOUNDED BY A LACK OF CULTURALLY COMPETENT PROVIDERS WHO CAN EFFECTIVELY SERVE DIVERSE POPULATIONS. ADDRESSING THESE CHALLENGES REQUIRES EXPANDING ACCESS TO BEHAVIORAL HEALTH CARE, INTEGRATING SERVICES INTO PRIMARY CARE, PROVIDING COMMUNITY-BASED SUPPORT PROGRAMS, AND IMPLEMENTING STRATEGIES TO IMPROVE OUTREACH, ENGAGEMENT, AND EQUITY IN CARE ACROSS THE SOUTH COAST REGION. |
| PART VI, LINE 3: | THE HOSPITAL EMPLOYED TWO FINANCIAL COUNSELORS THAT MEET WITH EVERY PATIENT THAT IS IDENTIFIED WHO MAY HAVE A FINANCIAL OBLIGATION, AND REVIEWS THE POLICY AND OFFERS FINANCIAL ASSISTANCE TO ALL PATIENTS TO DETERMINE IF THEY QUALIFY FOR CHARITY. IF AND WHEN A PATIENT DOES NOT HAVE A SECONDARY INSURANCE AND DOES NOT QUALIFY FOR MEDICAID TO COVER A PATIENT RESPONSIBILITY, THE INHOUSE FINANCIAL COUNSELORS PROVIDE A COPY OF THE FINANCIAL ASSISTANCE APPLICATION AND POLICY. THE COUNSELORS ALSO DISCUSS WITH THE PATIENT THE AVAILABILITY OF VARIOUS GOVERNMENT BENEFITS, SUCH AS MEDICAID OR STATE PROGRAMS, AND ASSISTS THE PATIENT WITH QUALIFICATION FOR SUCH PROGRAMS, WHERE APPLICABLE. |
| PART VI, LINE 4: | GEOGRAPHIC AREA: THE SOUTH COAST ENCOMPASSES A MIX OF URBAN, SUBURBAN, AND RURAL COMMUNITIES, INCLUDING THE CITIES OF NEW BEDFORD AND FALL RIVER AND SURROUNDING TOWNS. THE AREA IS HOME TO A DIVERSE POPULATION WITH RICH CULTURAL TRADITIONS, SHAPED BY WAVES OF IMMIGRATION OVER TIME. HISTORICALLY KNOWN FOR ITS FISHING, TEXTILE, AND MANUFACTURING INDUSTRIES, THE REGION TODAY FACES BOTH ECONOMIC CHALLENGES AND OPPORTUNITIES FOR GROWTH. MANY RESIDENTS EXPERIENCE PERSISTENT HEALTH INEQUITIES DRIVEN BY SOCIAL AND ECONOMIC FACTORS SUCH AS INCOME, EMPLOYMENT, HOUSING, AND ACCESS TO CARE. AT THE SAME TIME, THE SOUTH COAST IS STRENGTHENED BY STRONG COMMUNITY NETWORKS, CULTURAL ASSETS, AND A SHARED COMMITMENT TO IMPROVING HEALTH AND WELL-BEING. DEMOGRAPHY:THE SOUTH COAST REGION HAS A DIVERSE AND DYNAMIC POPULATION, SHAPED BY AGE, GENDER, RACE AND ETHNICITY, LANGUAGE, IMMIGRATION STATUS, DISABILITY STATUS, OPPORTUNITY YOUTH, AND SOCIOECONOMIC FACTORS. UNDERSTANDING THESE CHARACTERISTICS IS ESSENTIAL FOR ADVANCING HEALTH EQUITY AND DESIGNING INCLUSIVE, CULTURALLY COMPETENT SERVICES THAT MEET THE NEEDS OF ALL RESIDENTS.IN CONCLUSION OF THE MOST RECENT CENSUS, THE SOUTH COAST REGION HAD AN AVERAGE POPULATION OF 378,075 RESIDENTS. NEW BEDFORD AND FALL RIVER SERVE AS THE LARGEST URBAN CENTERS IN THE REGION, EACH WITH SIGNIFICANT POPULATIONS ACROSS MULTIPLE ZIP CODES. THESE CITIES ANCHOR THE REGION'S POPULATION, CONTRIBUTING TO ITS DENSITY AND SHAPING MANY OF ITS SOCIAL AND ECONOMIC DYNAMICS. SURROUNDING SMALLER TOWNS ADD TO THE OVERALL POPULATION DISTRIBUTION, CREATING A LANDSCAPE THAT BLENDS DENSE URBAN AREAS WITH LESS POPULATED COMMUNITIES. THIS VARIATION UNDERSCORES THE REGION'S DIVERSITY AND THE IMPORTANCE OF STRATEGIES THAT ADDRESS BOTH URBAN AND RURAL NEEDS. THE REGION'S AGE DISTRIBUTION REFLECTS A MIX OF CHILDREN, ADOLESCENTS, YOUNG ADULTS, MIDDLE-AGED ADULTS, AND SENIORS, WITH A NOTABLE PRESENCE OF YOUNG ADULTS AND MIDDLE-AGED INDIVIDUALS. THIS DEMOGRAPHIC PROFILE INDICATES A STRONG MIX OF WORKING-AGE ADULTS AND YOUNGER POPULATIONS, BOTH OF WHICH ARE ESSENTIAL FOR MAINTAINING A VIBRANT AND DYNAMIC LOCAL ECONOMY; THE SIGNIFICANT SHARE OF YOUNG ADULTS' POINTS TO OPPORTUNITIES FOR GROWTH AND INNOVATION, WHILE THE CONCENTRATION OF MIDDLE-AGED INDIVIDUALS UNDERSCORES THE NEED FOR SERVICES THAT SUPPORT FAMILIES AND PROFESSIONALS.THE SOUTH COAST REGION IS PREDOMINANTLY NON-HISPANIC WHITE, WITH SIGNIFICANT REPRESENTATION OF HISPANIC OR LATINO AND NON-HISPANIC BLACK RESIDENTS, AS WELL AS OTHER RACIAL AND ETHNIC GROUPS. THE SOUTH COAST REGION HAS A NOTABLE POPULATION OF NON-CITIZEN IMMIGRANTS, WITH CONCENTRATIONS PARTICULARLY IN NEW BEDFORD AND FALL RIVER. NEW BEDFORD HAS THE HIGHEST PERCENTAGE OF NON-CITIZENS AT 10.96%, FOLLOWED BY FALL RIVER AT 9.55%. COMPARED WITH BRISTOL COUNTY AND MASSACHUSETTS OVERALL, THE REGION HAS A HIGHER PERCENTAGE OF NON-CITIZEN IMMIGRANTS, HIGHLIGHTING THE IMPORTANCE OF PROVIDING ACCESSIBLE HEALTHCARE AND CULTURALLY COMPETENT PROGRAMS, TO ADDRESS THE UNIQUE NEEDS AND CHALLENGES FACED BY IMMIGRANT COMMUNITIES. ENSURING THESE SERVICES ARE AVAILABLE PROMOTES OVERALL WELL-BEING, SUPPORTS INTEGRATION INTO SOCIETY, AND ADVANCES HEALTH ACROSS THE REGION.THE SOUTH COAST REGION HAS A NOTABLE SHARE OF HOUSEHOLDS WITH LIMITED ENGLISH PROFICIENCY, PARTICULARLY CONCENTRATED IN NEW BEDFORD AND FALL RIVER. THIS LINGUISTIC DIVERSITY PRESENTS BOTH CHALLENGES AND OPPORTUNITIES FOR COMMUNITY HEALTH INITIATIVES, EMPHASIZING THE NEED FOR TAILORED COMMUNICATION STRATEGIES AND LANGUAGE ASSISTANCE SERVICES TO ENSURE THAT ALL RESIDENTS CAN ACCESS ESSENTIAL HEALTH INFORMATION AND CARE. COMPARED WITH BRISTOL COUNTY AND MASSACHUSETTS OVERALL, THE SOUTH COAST - ESPECIALLY ITS TWO LARGEST URBAN CENTERS - SHOWS A HIGHER PREVALENCE OF LIMITED ENGLISH PROFICIENCY HOUSEHOLDS. BOTH NEW BEDFORD AND FALL RIVER, HAVE HIGHER RATES OF SUCH HOUSEHOLDS COMPARED TO THE STATE AVERAGE. NEW BEDFORD LEADS WITH 11.2%, FOLLOWED CLOSELY BY FALL RIVER AT 11.03%. SOCIO-ECONOMIC FACTORS: SOCIOECONOMIC STATUS CONSISTENTLY EMERGED AS ONE OF THE TOP CONCERNS IN THE SOUTH COAST REGION. ECONOMIC HARDSHIP REMAINS A PRESSING ISSUE IN THE SOUTH COAST REGION. INCOME AND POVERTY ARE CENTRAL SOCIAL DRIVERS OF HEALTH, SHAPING ACCESS TO HOUSING, FOOD, EDUCATION, AND HEALTHCARE. FAMILIES WITH LOWER INCOMES OFTEN FACE LIMITED OPPORTUNITIES FOR STABILITY AND ADVANCEMENT, CONTRIBUTING TO PERSISTENT INEQUITIES IN HEALTH AND WELL-BEING. THE DATA ON MEDIAN HOUSEHOLD INCOME HIGHLIGHTS SUBSTANTIAL ECONOMIC DISPARITIES ACROSS MASSACHUSETTS, THE SOUTH COAST REGION, AND ITS TWO MAJOR CITIES - FALL RIVER AND NEW BEDFORD. MASSACHUSETTS REPORTS THE HIGHEST MEDIAN HOUSEHOLD INCOME AT $101,341. IN COMPARISON, THE SOUTH COAST REGION FALLS WELL BELOW THE STATE AVERAGE AT $79,355, APPROXIMATELY 22% LOWER. WITHIN THE REGION, FALL RIVER ($57,602) AND NEW BEDFORD ($56,938) HAVE EVEN LOWER INCOMES - ABOUT 43% BELOW THE STATE AVERAGE AND NEARLY 27-28% BELOW THE SOUTH COAST REGIONAL MEDIAN. POVERTY RATES IN THE SOUTH COAST MIRROR THESE INCOME DISPARITIES. WHILE MASSACHUSETTS REPORTS A STATEWIDE POVERTY RATE OF 9.9%, THE SOUTH COAST EXPERIENCES A HIGHER RATE OF 12.35%. ECONOMIC HARDSHIP IS PARTICULARLY PRONOUNCED IN URBAN CENTERS - FALL RIVER (18.21%) AND NEW BEDFORD (18.73%) - WHERE POVERTY LEVELS ARE MORE THAN DOUBLE THE STATE AVERAGE. FOR MANY HOUSEHOLDS IN THESE COMMUNITIES, FINANCIAL INSTABILITY FORCES DIFFICULT TRADEOFFS BETWEEN IMMEDIATE NEEDS AND LONG-TERM HEALTH AND STABILITY. POVERTY ALSO VARIES SIGNIFICANTLY ACROSS RACIAL AND ETHNIC GROUPS. NATIVE AMERICAN RESIDENTS EXPERIENCE THE HIGHEST POVERTY RATES, WITH 44.45% LIVING IN POVERTY REGION-WIDE AND 76.62% IN FALL RIVER. HISPANIC OR LATINO AND NON-HISPANIC BLACK POPULATIONS ALSO EXPERIENCE HIGHER-THAN-AVERAGE POVERTY, WHILE NON-HISPANIC WHITE RESIDENTS HAVE THE LOWEST RATES (10.92% REGION-WIDE: 17.05% IN FALL RIVER). |
| 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.IN ADDITION TO THE JOINT VENTURE WITH SBH, SHS PROMOTES THE HEALTH OF THE COMMUNITY IN OTHER WAYS, SUCH AS: (1) THE MAJORITY OF THE SHS BOARD ARE INDEPENDENT MEMBERS WHO RESIDE IN THE SOUTHCOAST REGION. (2) MANY QUALIFIED PHYSICIANS WITHIN THE COMMUNITY HAVE APPLIED FOR AND BEEN GRANTED MEDICAL STAFF PRIVILEGES IN THE SOUTHCOAST HEALTH SYSTEM, INCLUDING CHARLTON MEMORIAL HOSPITAL (FALL RIVER, MA), SAINT LUKE'S HOSPITAL (NEW BEDFORD, MA) AND TOBEY HOSPITAL (WAREHAM, MA), AND (3) SURPLUS FUNDS ARE PUT BACK INTO THE SYSTEM TO IMPROVE MEDICAL FACILITIES, PURCHASE NEW EQUIPMENT, MAKE IMPROVEMENTS TO PATIENT CARE, PROVIDE TRAINING AND EDUCATION TO STAFF, PERFORM NECESSARY RESEARCH, ETC. |
| PART VI, LINE 6: | THE COMMUNITY HEALTH AND WELLNESS DEPARTMENT AT SOUTHCOAST HEALTH IS AN INTEGRAL PART OF OUR POPULATION HEALTH STRATEGY, DEDICATED TO IMPROVING THE OVERALL HEALTH OF THE COMMUNITIES WE SERVE THROUGH PREVENTIVE CARE, HEALTH PROMOTION, AND ADDRESSING THE SOCIAL DRIVERS OF HEALTH (SDOH) THAT INFLUENCE HEALTH OUTCOMES. THE WORK OF THE DEPARTMENT IS GUIDED BY THE COMMUNITY BENEFITS ADVISORY COUNCIL (CBAC), A DIVERSE GROUP OF REGIONAL LEADERS WHO PROVIDE DIRECTION ON ACTIVITIES AND EXPENDITURES THAT SUPPORT THE HEALTH AND WELL-BEING OF THE SOUTH COAST REGION.THE DEPARTMENT DESIGNS AND IMPLEMENTS PROGRAMS THAT ADDRESS THE UNIQUE NEEDS OF THE COMMUNITY, INFORMED BY THE COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNA) CONDUCTED EVERY THREE YEARS IN PARTNERSHIP WITH LOCAL ORGANIZATIONS AND COMMUNITY MEMBERS. THE MOST RECENT ASSESSMENT IDENTIFIED SEVERAL OPPORTUNITY AREAS, INCLUDING HOUSING, BEHAVIORAL HEALTH, FOOD ACCESS, MATERNAL HEALTH AND WELLNESS, AND ACCESS TO MEDICAL CARE.IN RESPONSE TO COMMUNITY-IDENTIFIED NEEDS, THE SOUTHCOAST CARES INITIATIVES WERE DEVELOPED TO PROMOTE EQUITABLE HEALTH OUTCOMES, INCLUDING PROGRAMS SUCH AS THE COMMUNITY WELLNESS PROGRAM, WHICH REDUCES BARRIERS TO CARE BY BRINGING HEALTH EDUCATION, VACCINATIONS, AND SCREENINGS TO UNDERSERVED POPULATIONS ACROSS THE REGION AND THE NEW BEGINNINGS PROGRAM, WHICH SUPPORTS OPIOID-EXPOSED NEWBORNS AND THEIR MOTHERS, PROVIDING A SEAMLESS COURSE OF CARE AND TREATMENT AIMED AT IMPROVING LONG-TERM OUTCOMES FOR BOTH MOTHER AND CHILD.THE SOUTHCOAST HEALTH COMMUNITY HEALTH & WELLNESS DEPARTMENT COLLABORATES WITH OTHER SOUTHCOAST AFFILIATES INCLUDING, SOUTHCOAST BEHAVIORAL HEALTH, SOUTHCOAST HEALTH AT HOME (FORMERLY KNOWN AS THE VNA), THE SOUTHCOAST PHYSICIANS GROUP (SPG), AND THE SOUTHCOAST HEALTH NETWORK (SHN), TO COORDINATE ALL COMMUNITY BENEFIT ACTIVITIES DESIGNED TO ADDRESS PRESSING HEALTH ISSUES IN OUR REGION, MAXIMIZE POPULATION HEALTH IMPACT, AND ADVANCE HEALTH EQUITY. |
| PART VI, LINE 7, LIST OF STATES RECEIVING COMMUNITY BENEFIT REPORT: | AFFILIATE SHG FILES ANNUAL REPORT WITH THE OFFICE OF THE MASSACHUSETTS ATTORNEY GENERAL. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID MCCREADY | ||||||||||||||
| EX-OFFICIO, PRESIDENT & CEO | $0 | $1,184,674 | $0 | $330,000 | $0 | $79,555 | $0 | $180,000 | $0 | $24,389 | $0 | $1,798,618 | $0 | $0 |
| RENEE CLARK ASST CLERK TO | ||||||||||||||
| 12/24), CLERK (AS OF 1/25), EVP COO | $0 | $776,964 | $0 | $295,800 | $0 | $148,404 | $0 | $178,803 | $0 | $24,389 | $0 | $1,424,360 | $0 | $143,760 |
| RAYFORD KRUGER | ||||||||||||||
| FORMER PRESIDENT & CEO, EX OFFICIO | $0 | $8,355 | $0 | $705,000 | $0 | $603,421 | $0 | $30,600 | $0 | $1,690 | $0 | $1,349,066 | $0 | $476,100 |
| PATRICK GAGNON | ||||||||||||||
| CMIO | $0 | $783,028 | $0 | $433,834 | $0 | $1,000 | $0 | $20,700 | $0 | $23,860 | $0 | $1,262,422 | $0 | $0 |
| WADE BROUGHMAN | ||||||||||||||
| TREASURER/EVP FIN & CFO (TO 12/2024) | $0 | $730,464 | $0 | $188,500 | $0 | $174,261 | $0 | $20,700 | $0 | $19,572 | $0 | $1,133,497 | $0 | $0 |
| JAMES FEEN | ||||||||||||||
| SVP - CHIEF DIGITAL INFO OFFICER | $0 | $522,968 | $0 | $187,300 | $0 | $107,918 | $0 | $119,244 | $0 | $24,389 | $0 | $961,819 | $0 | $90,216 |
| BRETT HURTEAU | ||||||||||||||
| PHYSICIAN & CMO | $0 | $488,080 | $0 | $280,399 | $0 | $500 | $0 | $18,500 | $0 | $24,220 | $0 | $811,699 | $0 | $0 |
| ILANA FEINERMAN MD | ||||||||||||||
| TRUSTEE | $0 | $608,229 | $0 | $70,000 | $0 | $500 | $0 | $15,288 | $0 | $23,860 | $0 | $717,877 | $0 | $0 |
| JEFFREY LAWRENCE MD | ||||||||||||||
| SVP, CTIO, PIC PRIMARY CARE (TO 4/24 | $0 | $229,919 | $0 | $0 | $0 | $392,058 | $0 | $31,520 | $0 | $10,070 | $0 | $663,567 | $0 | $0 |
| JOHN PODKOWA | ||||||||||||||
| EXECUTIVE CHIEF OF PRIMARY CARE | $0 | $390,058 | $0 | $142,360 | $0 | $1,000 | $0 | $19,787 | $0 | $18,009 | $0 | $571,214 | $0 | $0 |
| CHRISTINE CERNAK | ||||||||||||||
| ED-INTEGRATED CARE MANAGEMENT | $0 | $255,586 | $0 | $8,009 | $0 | $500 | $0 | $14,152 | $0 | $19,751 | $0 | $297,998 | $0 | $0 |
| LAUREN MELBY | ||||||||||||||
| VP POPULATION HEALTH | $0 | $226,408 | $0 | $21,369 | $0 | $0 | $0 | $5,152 | $0 | $24,559 | $0 | $277,488 | $0 | $0 |
| DANIELLE A MEDINA | ||||||||||||||
| ED-CONTRACTING | $0 | $182,024 | $0 | $5,871 | $0 | $1,000 | $0 | $0 | $0 | $24,527 | $0 | $213,422 | $0 | $0 |
| KENNETH EUGENIO | ||||||||||||||
| M-OPERATIONS-SHN | $0 | $172,994 | $0 | $1,810 | $0 | $1,100 | $0 | $11,079 | $0 | $24,522 | $0 | $211,505 | $0 | $0 |
| MICHAEL BUSHELL | ||||||||||||||
| TREASURER (AS OF 1/2025), EVP & CFO | $0 | $174,309 | $0 | $0 | $0 | $0 | $0 | $25,906 | $0 | $4,149 | $0 | $204,364 | $0 | $0 |
| DAWN DAVIDIAN | ||||||||||||||
| TL-RN-CARE NAVIGATION | $0 | $162,303 | $0 | $217 | $0 | $7,428 | $0 | $9,921 | $0 | $8,609 | $0 | $188,478 | $0 | $0 |
| CELESTE DUBOIS | ||||||||||||||
| PHARMACIST-CLINICAL SPEC-AMB C | $0 | $158,477 | $0 | $218 | $0 | $0 | $0 | $9,542 | $0 | $1,075 | $0 | $169,312 | $0 | $0 |
| KEITH HOVAN | ||||||||||||||
| FORMER EX-OFFICIO AND PRES & CEO | $0 | $0 | $0 | $0 | $0 | $115,000 | $0 | $0 | $0 | $0 | $0 | $115,000 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | SHS DOES NOT EMPLOY ANY INDIVIDUALS. OFFICERS AND TRUSTEES OF SHS RECEIVE NO COMPENSATION FOR THEIR ROLES IN THESE CAPACITIES. OFFICERS AND TRUSTEES (CURRENT OR FORMER) WITH REPORTABLE COMPENSATION ARE COMPENSATED BY A NON-PROFIT SUBSIDIARY ORGANIZATION'S PAYROLL FOR SERVICES RENDERED AS EMPLOYEES OF THE SUBSIDIARY. |
| PART I, LINE 3 | SOUTHCOAST HOSPITAL GROUP (SHG), A RELATED ORGANIZATION, CHECKED THE FOLLOWING BOXES WHICH WERE USED BY SHG TO ESTABLISH COMPENSATION OF THE PRESIDENT: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| PART I, LINES 4A-B | LINE 4A: A SEVERANCE PAYMENT IN THE AMOUNT OF $391,827 WAS MADE DURING THE REPORTING PERIOD TO JEFFREY LAWRENCE THAT WAS PAID FROM SOUTHCOAST PHYSICIANS GROUP, INC., A RELATED ORGANIZATION. A SEVERANCE PAYMENT IN THE AMOUNT OF $115,000 WAS MADE DURING THE REPORTING PERIOD TO KEITH HOVAN THAT WAS PAID FROM SOUTHCOAST HOSPITALS GROUP, INC., A RELATED ORGANIZATION. 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. RENEE CLARK - $133,121 WADE BROUGHMAN - $158,103 JAMES FEEN - $95,177 |
| PART II, COLUMN F: | OFFICERS, DIRECTORS, AND KEY EMPLOYEES WHO ARE EMPLOYEES OF SOUTHCOAST PARTICIPATE IN SOUTHCOAST'S 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. PRIOR YEAR CONTRIBUTION CREDITS INCLUDED AS DEFERRED IN A PRIOR YEAR AND AS W-2 COMPENSATION IN THE CURRENT YEAR ARE INCLUDED IN SCHEDULE J, PART, II, COLUMN (F). 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 F FOR THE FOLLOWING INDIVIDUALS INCLUDES THE ORIGINAL CONTRIBUTION CREDITS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO THE RISK OF FORFEITURE. RENEE CLARK - $143,760 JAMES FEEN - $90,216 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | 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. |
| FORM 990, PART VI, SECTION A, LINE 2 | CARMEN SYLVESTER; CHRISTOPHER HODGSON; DENNIS FUSCO; DONALD GIUMETTI; JUDGE PHILLIP RAPOZA; ELIZABETH HUIDEKOPER; HELENA DASILVA HUGHES; ILANA FEINERMAN, MD; JAY SCHACHNE, MD; JOHNATHAN ROUNDS; LOUIS CABRAL; W. HUGH M. MORTON; AND JASON RUA HAD BUSINESS RELATIONSHIPS WITH DAVID MCCREADY; JOHN MUNGOVAN, MD; RAYFORD KRUGER, MD; ANIL SHUKLA, MD; SALMAN BASHIR, MD; RENEE CLARK; AND WADE BROUGHMAN; MICHAEL BUSHELL; JAMES FEEN; WHO WERE EMPLOYED BY SOUTHCOAST HOSPITALS GROUP, INC. CARMEN SYLVESTER; CHRISTOPHER HODGSON; DAVID MCCREADY; DENNIS FUSCO; DONALD GIUMETTI; ELIZABETH HUIDEKOPER; LOUIS CABRAL; RAYFORD KRUGER, MD; JASON RUA; ANIL SHUKLA, MD; MICHAEL BUSHELL; WADE BROUGHMAN; AND SALMAN BASHIR, MD HAD A BUSINESS RELATIONSHIP WITH ILANA FEINERMAN, MD; PATRICK GAGNON; AND JEFFREY LAWRENCE, WHO WERE EMPLOYED BY SOUTHCOAST PHYSICIANS GROUP, INC. DAVID MCCREADY; JOHN MUNGOVAN, MD; RAYFORD KRUGER, MD; ANIL SHUKLA, MD; SALMAN BASHIR, MD; JAMES FEEN; RENEE CLARK; AND WADE BROUGHMAN ALSO HAD A BUSINESS RELATIONSHIP WITH EACH OTHER. ADDITIONALLY, ILANA FEINERMAN, MD HAD A BUSINESS RELATIONSHIP WITH JEFFREY LAWRENCE, MD AND PATRICK GAGNON. |
| FORM 990, 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. |
| 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. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION REVIEW PROCESS IS PERFORMED BY A RELATED ORGANIZATION, AS SOUTHCOAST HEALTH SYSTEM DOES NOT HAVE ANY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | SHS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII, SECTION A, LINE 1: | TRUSTEES AND OFFICERS ARE COMPENSATED FOR THEIR ROLES OUTSIDE OF THEIR CAPACITY AS TRUSTEES AND OFFICERS. |
| FORM 990, PART XI, LINE 9: | TRANSFERS AMONG AFFILIATES -11,910,635. |
| 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, 2024 AND 2025 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, 2025. NO STAND ALONE AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR SHS FOR THE YEAR ENDED SEPTEMBER 30, 2025. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHCOAST HEALTH NETWORK LLC | |||||||||
| 200 MILL ROAD | FAIRHAVEN | MA | 02719 | 813430690 | IPA | MA | $14,488,417 | $64,198,062 | SOUTHCOAST HEALTH SYSTEM INC |
| SOUTHCOAST ACCOUNTABLE CARE ORGANIZATION LLC | |||||||||
| 101 PAGE STREET | NEW BEDFORD | MA | 02740 | 611577608 | ACO | MA | $4,619,944 | $4,619,944 | SOUTHCOAST HEALTH SYSTEM INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SOUTHCOAST HOSPITALS GROUP INC | ||||||||||
| 101 PAGE STREET | NEW BEDFORD | MA | 02740 | 222592333 | ACUTE CARE HOSPITALS | MA | 501(C)(3) | 3 | SOUTHCOAST HEALTH SYSTEM INC | Yes (1) |
| SOUTHCOAST VISITING NURSE ASSOCIATION INC | ||||||||||
| 200 MILL RD SUITE 120 | FAIRHAVEN | MA | 02719 | 042105745 | HOME CARE SERVICES | MA | 501(C)(3) | 10 | SOUTHCOAST HEALTH SYSTEM INC | Yes (1) |
| SOUTHCOAST PHYSICIANS GROUP INC | ||||||||||
| 200 MILL RD SUITE 180 | FAIRHAVEN | MA | 02719 | 222703314 | PHYSICIAN SERVICES | MA | 501(C)(3) | 10 | SOUTHCOAST HEALTH SYSTEM INC | Yes (1) |
| SOUTHCOAST VENTURES INC | ||||||||||
| 101 PAGE STREET | NEW BEDFORD | MA | 02740 | 043003172 | PHYSICIAN SERVICES/ HEALTHCARE | MA | 501(C)(3) | 12A, I | SOUTHCOAST HEALTH SYSTEM INC | Yes (1) |
| SOUTHCOAST LONG TERM CARE SERVICES INC | ||||||||||
| 363 HIGHLAND AVE | FALL RIVER | MA | 02720 | 043109579 | OPERATE A LONG-TERM CARE FACILITY | MA | 501(C)(3) | 10 | SOUTHCOAST HEALTH SYSTEM INC | Yes (1) |
| SOUTHCOAST LONG TERM CARE PROPERTIES INC | ||||||||||
| 101 PAGE STREET | NEW BEDFORD | MA | 02740 | 042984542 | SUPPORT SLTCS | MA | 501(C)(3) | 12A, II | SOUTHCOAST HEALTH SYSTEM INC | Yes (1) |
| SOUTHCOAST HEALTH AMBASSADORS INC | ||||||||||
| 363 HIGHLAND AVE | FALL RIVER | MA | 02720 | 043583676 | SUPPORT SHG | MA | 501(C)(3) | 12A, I | SOUTHCOAST HOSPITALS GROUP INC | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COASTLINE PROFESSIONAL ASSURANCE CORP LTD | ||||||||||||||||||
| PO BOX 1085 | GRAND CAYMAN | GRAND CAYMAN | CJ | CJKY1-1102 | 980445031 | INSURANCE | CJ | SOUTHCOAST HEALTH SYSTEM INC | C | $13,536,669 | $49,388,288 | 1.00000 | Yes (1) | |||||
| HEALTH MANAGEMENT INITIATIVES INC | ||||||||||||||||||
| 042998712 | COMM RENTALS | SOUTHCOAST HEALTH SYSTEM INC | C | $943,774 | $8,959,272 | 1.00000 | Yes (1) | 363 HIGHLAND AVE | FALL RIVER | MA | 02720 | MA | ||||||
| SAME DAY SURGICARE OF NE INC | ||||||||||||||||||
| 042808359 | MEDICAL SERVICES | SOUTHCOAST HEALTH SURGICAL HOLDINGS LLC | S | -$461,539 | $565,850 | 1.00000 | Yes (1) | 272 STANLEY STREET | FALL RIVER | MA | 02720 | MA | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (13 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SOUTHCOAST HOSPITALS GROUP INC | ||
| S | $76,508,568 | CASH |
| SOUTHCOAST HOSPITALS GROUP INC | ||
| O | $5,724,223 | CASH |
| SOUTHCOAST HOSPITALS GROUP INC | ||
| L | $1,629,262 | CASH |
| SOUTHCOAST HOSPITALS GROUP INC | ||
| P | $3,620,350 | CASH |
| SOUTHCOAST PHYSICIANS GROUP INC | ||
| L | $1,488,330 | CASH |
| SOUTHCOAST PHYSICIANS GROUP INC | ||
| P | $5,998,569 | CASH |
| SOUTHCOAST PHYSICIANS GROUP INC | ||
| O | $33,655 | CASH |
| SOUTHCOAST PHYSICIANS GROUP INC | ||
| R | $79,235,393 | CASH |
| SOUTHCOAST HEALTH AMBASSADORS INC | ||
| R | $162,909 | CASH |
| SOUTHCOAST VENTURES INC | ||
| R | $6,000,000 | CASH |
| SOUTHCOAST VISITING NURSE ASSOCIATION INC | ||
| O | $143,999 | CASH |
| COASTLINE PROFESSIONAL ASSURANCE CORP LTD | ||
| F | $2,500,000 | CASH |
| COASTLINE PROFESSIONAL ASSURANCE CORP LTD | ||
| P | $49,098 | CASH |
Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHEAST BEHAVIORAL HEALTH LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6100 TOWER CIRCLE SUITE 1000 | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300751914 | EIN |
| Primary Activities | BEHAVIORAL HEALTH HOSPITAL | PrimaryActivitiesTxt |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Predominate Income | RELATED | PredominateIncomeDesc |
| All Partners C3 S | 0 | AllPartnersC3SInd |
| Share Of Total Income | $5,606,642 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $20,256,000 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| UBI Code V | $0 | UBICodeVAmt |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.24390 | OwnershipPct |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V: | FormAndLineReferenceDesc |
| Explanation | ALL TRANSACTIONS REPORTED WERE CASH TRANSACTIONS, THEREFORE, COST/ACTUAL CASH VALUE WAS THE METHOD USED. | ExplanationTxt |
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