SOUTHCOAST HOSPITALS GROUP INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SOUTHCOAST HOSPITALS GROUP INC (EIN 22-2592333)
Tax period
2024-10-01 to 2025-09-30
Filed
2026-08-17
IRS object ID
202622309349302107
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-08-17T16:47:14-05:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12 JERICHO PLAZAAddressLine1Txt
CityJERICHOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11753ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222592333EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUTHCOAST HOSPITALS GROUP INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOUTBusinessNameControlTxt
Phone5089615000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 PAGE STREETAddressLine1Txt
CityNEW BEDFORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02740ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL BUSHELLPersonNm
Person TitleEVP FINANCE & CFOPersonTitleTxt
Phone5089735017PhoneNum
Signature2026-08-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTIN RUFFINIPreparerPersonNm
PTINP00741491PTIN
Phone5169187000PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID MCCREADYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 PAGE STREETAddressLine1Txt
CityNEW BEDFORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02740ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,429,696,017GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SOUTHCOAST.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE O TO PROMOTE THE OPTIMAL HEALTH AND WELLBEING OF THE INDIVIDUALS AND FAMILIES IN THE COMMUNITIES SERVED BY SOUTHCOAST HOSPITALS GROUP (SHG).ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee6806TotalEmployeeCnt
Total Volunteers152TotalVolunteersCnt
Total Gross UBI$242,362TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$382,774NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$35,721,496PYContributionsGrantsAmt
CY Contributions Grants$13,379,504CYContributionsGrantsAmt
PY Program Service Revenue$1,149,084,086PYProgramServiceRevenueAmt
CY Program Service Revenue$1,343,683,507CYProgramServiceRevenueAmt
PY Investment Income$15,109,721PYInvestmentIncomeAmt
CY Investment Income$20,007,200CYInvestmentIncomeAmt
PY Other Revenue$3,869,843PYOtherRevenueAmt
CY Other Revenue$4,457,997CYOtherRevenueAmt
PY Total Revenue$1,203,785,146PYTotalRevenueAmt
CY Total Revenue$1,381,528,208CYTotalRevenueAmt
PY Grants And Similar Paid$549,176PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$639,124CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$518,646,789PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$577,664,687CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,797,811CYTotalFundraisingExpenseAmt
PY Other Expenses$590,390,273PYOtherExpensesAmt
CY Other Expenses$707,032,839CYOtherExpensesAmt
PY Total Expenses$1,109,586,238PYTotalExpensesAmt
CY Total Expenses$1,285,336,650CYTotalExpensesAmt
PY Revenues Less Expenses$94,198,908PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$96,191,558CYRevenuesLessExpensesAmt
Total Assets BOY$1,158,657,361TotalAssetsBOYAmt
Total Assets EOY$1,240,071,776TotalAssetsEOYAmt
Total Liabilities BOY$457,094,232TotalLiabilitiesBOYAmt
Total Liabilities EOY$480,938,770TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$701,563,129NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$759,133,006NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROMOTE THE OPTIMAL HEALTH AND WELL-BEING OF THE INDIVIDUALS AND FAMILIES IN THE COMMUNITIES SERVED BY SOUTHCOAST HOSPITALS GROUP (SHG). (SEE SCHEDULE O)MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,076,513,277ExpenseAmt
Grant$639,124GrantAmt
Revenue$1,339,257,015RevenueAmt
DescSOUTHCOAST PROVIDES INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO IMPROVE THE HEALTH AND WELLNESS OF INDIVIDUALS ACROSS ITS COMMUNITIES. DURING FISCAL YEAR 2025, SOUTHCOAST RECORDED 198,064 INPATIENT DAYS; PERFORMED 18,228 SURGERIES AND 14,241 ENDOSCOPIES; PROVIDED 3,781,114 LABORATORY TESTS; AND COMPLETED 513,576 RADIOLOGICAL PROCEDURES AND 245,804 PHYSICAL MEDICINE VISITS. SOUTHCOAST ALSO PERFORMED 789 PCI CORONARY INTERVENTIONS, 2,352 DIAGNOSTIC CATHETERIZATIONS, 375 OPEN-HEART SURGERIES, 2,149 ELECTROPHYSIOLOGY CASES, AND 833 CORONARY DEVICE IMPLANTS, WHILE CARING FOR 2,912 NEWBORN ADMISSIONS. IN ADDITION, SOUTHCOAST DELIVERED 43,527 RADIATION AND MEDICAL CHEMOTHERAPY TREATMENTS AND PROVIDED 24/7 EMERGENCY CARE TO 169,070 PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY.Desc
Total Program Service Expenses$1,076,513,277TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document283IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6806EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL BUSHELLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5089735017PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 PAGE STREETAddressLine1Txt
CityNEW BEDFORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02740ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
DAVID MCCREADY
EX-OFFICIO, PRESIDENT & CEO17.5056.50Yes (X)Yes (X)$1,594,229$0$204,389
ILANA FEINERMAN MD
TRUSTEE1.5063.00Yes (X)$0$678,729$39,148
ANIL SHUKLA MD
TRUSTEE (AS OF 1/2025)9.503.00Yes (X)$175,279$0$0
JOHN MUNGOVAN MD
TRUSTEE (UNTIL 12/2024)12.503.00Yes (X)$151,995$0$0
SALMAN BASHIR MD
TRUSTEE2.504.50Yes (X)$6,600$0$0
CARMEN F SYLVESTER
VICE CHAIR2.506.50Yes (X)Yes (X)$0$0$0
CHRISTOPHER HODGSON
TRUSTEE, CLERK (UNTIL 12/2024)2.506.50Yes (X)Yes (X)$0$0$0
DONALD GIUMETTI
CHAIR2.5012.50Yes (X)Yes (X)$0$0$0
DENNIS FUSCO
TRUSTEE1.504.50Yes (X)$0$0$0
ELIZABETH HUIDEKOPER
TRUSTEE1.507.00Yes (X)$0$0$0
HELENA DASILVA HUGHES
TRUSTEE1.503.00Yes (X)$0$0$0
JASON RUA
TRUSTEE1.508.00Yes (X)$0$0$0
JAY S SCHACHNE MD
TRUSTEE1.504.50Yes (X)$0$0$0
JONATHAN L ROUNDS
TRUSTEE1.503.00Yes (X)$0$0$0
JUDGE PHILLIP RAPOZA
TRUSTEE (AS OF 1/2025)1.503.00Yes (X)$0$0$0
LOUIS CABRAL
TRUSTEE1.507.00Yes (X)$0$0$0
W HUGH MORTON
TRUSTEE1.503.00Yes (X)$0$0$0
RENEE CLARK ASST CLERK UNTIL
12/24)/CLERK (AT 1/25)/EVP COO26.5046.00Yes (X)$1,221,168$0$203,192
WADE BROUGHMAN
TREASURER, EVP FIN/CFO (UNTIL 12/24)47.5027.50Yes (X)$1,093,225$0$40,272
MICHAEL BUSHELL
TREASURER (AS OF 1/25), EVP FIN/CFO17.5049.00Yes (X)$174,309$0$30,055
JAMES FEEN
SVP - CHIEF DIGITAL INFO OFFICER3.0066.00$818,186$0$143,633Yes (X)
LAUREN DESIMON JOHNSON
SVP/CHRO18.0042.00$670,806$0$140,243Yes (X)
STEPHEN CANESSA
SVP EXTERNAL AFFAIRS CCO50.0010.00$653,757$0$132,617Yes (X)
JAQUELINE SOMERVILLE
SVP/CNO60.000.00$577,848$0$40,980Yes (X)
MARK CALE
CFO SHG & SVP FIN SHS (UNTIL 9/25)60.000.00$549,024$0$50,622Yes (X)
TONYA JOHNSON
SVP & COO (UNTIL 6/28/24)0.000.00$226,322$0$37,346Yes (X)
PATRICIA BUIOCCHI
SVP POST ACUTE SERVICES (UNTIL 7/25)30.0035.50$532,144$0$25,870Yes (X)
STEPHEN PIRES
SVP, INSURANCE RISK MGMT (UNTIL 2/25)60.000.00$460,963$0$40,980Yes (X)
JADENE ELDEN
VP REVENUE CYCLE40.0025.00$352,759$0$21,926Yes (X)
MATTHEW SHAW
ED - CHIEF INFO SECURITY OFFICER60.000.00$338,016$0$21,949Yes (X)
CHARLES E CUSSON JR
VP ORG CAPTLY AND TALENT MANAGEMENT12.0048.00$290,276$0$30,436Yes (X)
RAYFORD KRUGER
FORMER PRESIDENT & CEO0.000.00$1,316,776$0$32,290Yes (X)
KEITH HOVAN
FORMER PRESIDENT & CEO0.000.00$115,000$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$11,318,682TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$678,729TotReportableCompRltdOrgAmt
Total Other Compensation$1,235,948TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1278IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (1)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
STAFFBOT LLC
221 W COLLEGE AVEAPPLETONWI54911STAFFING$9,473,973
EPIC SYSTEMS CORPORATION
PO BOX 88314MILWAUKEEWI53288IT SYSTEMS AND SUPPORT$6,395,163
QUEST DIAGNOSTICS
PO BOX 740709ATLANTAGA30374LAB SERVICES$5,927,812
DELLBROOK CONSTRUCTION LLC
15 RESEARCH ROADEAST FALMOUTHMA02536CONSTRUCTION$5,413,192
ROBINSON & COLE LLP
280 TRUMBULL STREETHARTFORDCT06103LEGAL SERVICES$4,615,502
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K198CntrctRcvdGreaterThan100KCnt
Federated Campaigns$5,000FederatedCampaignsAmt
Fundraising$184,065FundraisingAmt
Related Organizations$181,497RelatedOrganizationsAmt
Government Grants$11,121,479GovernmentGrantsAmt
All Other Contributions$1,887,463AllOtherContributionsAmt
Noncash Contributions$9,027NoncashContributionsAmt
Total Contributions$13,379,504TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
PATIENT SVC REVENUE621500$1,148,901,437$1,149,352,006-$450,569
HEALTHCARE SVC REVENUE446110$190,109,230$189,905,009$204,221
PARTNERSHIP INCOME525990$2,820,060$488,710$2,331,350
AFFILIATE RENTAL INCOM531390$1,852,780$1,852,780
FieldValueIRS element (for citing)
Total Program Service Revenue$1,343,683,507TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,571,746TotalRevenueColumnAmt
Exclusion$10,571,746ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$406,906RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$105,464RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$301,442RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$301,442TotalRevenueColumnAmt
Exclusion$301,442ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$57,044,817SecuritiesAmt
Other$21,501OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$47,630,619SecuritiesAmt
Other$245OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$9,414,198SecuritiesAmt
Other$21,256OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,435,454TotalRevenueColumnAmt
Exclusion$9,435,454ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$82,950FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$184,065ContriRptFundraisingEventAmt
Fundraising Direct Expenses$107,914FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$24,964TotalRevenueColumnAmt
Exclusion-$24,964ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$648,214GrossSalesOfInventoryAmt
Cost Of Goods Sold$323,567CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$324,647TotalRevenueColumnAmt
Exclusion$324,647ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCAFETERIA INCOMEDesc
Business722210BusinessCd
Total Revenue Column$3,856,872TotalRevenueColumnAmt
Exclusion$3,856,872ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,856,872OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,381,528,208TotalRevenueColumnAmt
Related Or Exempt Func Income$1,339,257,015RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$242,362UnrelatedBusinessRevenueAmt
Exclusion$28,649,327ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$582,885TotalAmt
Program Services$582,885ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$56,239TotalAmt
Program Services$56,239ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$8,859,482TotalAmt
Program Services$7,073,687ProgramServicesAmt
Management And General$1,760,505ManagementAndGeneralAmt
Fundraising$25,290FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$608,613TotalAmt
Program Services$487,990ProgramServicesAmt
Management And General$118,878ManagementAndGeneralAmt
Fundraising$1,745FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$451,844,101TotalAmt
Program Services$362,294,528ProgramServicesAmt
Management And General$88,257,745ManagementAndGeneralAmt
Fundraising$1,291,828FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$18,197,773TotalAmt
Program Services$15,983,732ProgramServicesAmt
Management And General$2,214,041ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$65,150,444TotalAmt
Program Services$57,001,379ProgramServicesAmt
Management And General$8,149,065ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$33,004,274TotalAmt
Program Services$28,865,112ProgramServicesAmt
Management And General$4,139,162ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$4,753,557TotalAmt
Program Services$3,124,295ProgramServicesAmt
Management And General$1,629,262ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,820,049TotalAmt
Program Services$278,266ProgramServicesAmt
Management And General$4,541,783ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$460,000TotalAmt
Management And General$460,000ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$199,691TotalAmt
Management And General$199,691ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$414,012TotalAmt
Management And General$414,012ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$120,607,657TotalAmt
Program Services$109,858,929ProgramServicesAmt
Management And General$10,557,517ManagementAndGeneralAmt
Fundraising$191,211FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$7,456,383TotalAmt
Program Services$16,935ProgramServicesAmt
Management And General$7,435,145ManagementAndGeneralAmt
Fundraising$4,303FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,441,208TotalAmt
Program Services$4,748,706ProgramServicesAmt
Management And General$3,665,892ManagementAndGeneralAmt
Fundraising$26,610FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$25,163,584TotalAmt
Program Services$3,469,435ProgramServicesAmt
Management And General$21,676,815ManagementAndGeneralAmt
Fundraising$17,334FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$21,320,335TotalAmt
Program Services$14,013,910ProgramServicesAmt
Management And General$7,306,425ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,109,809TotalAmt
Program Services$1,879,709ProgramServicesAmt
Management And General$217,642ManagementAndGeneralAmt
Fundraising$12,458FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$186,954TotalAmt
Program Services$63,730ProgramServicesAmt
Management And General$114,162ManagementAndGeneralAmt
Fundraising$9,062FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$6,627,643TotalAmt
Program Services$6,627,643ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$53,441,744TotalAmt
Program Services$37,870,768ProgramServicesAmt
Management And General$15,555,025ManagementAndGeneralAmt
Fundraising$15,951FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,221,528TotalAmt
Management And General$5,221,528ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PHARMACEUTICALS$155,304,372$155,304,372
MEDICAL SUPPLIES/LINENS$145,657,107$144,791,921$850,623$14,563
HLTH SAFETY NET ASSESSM$102,632,832$102,632,832
TAXES$231,241$207$231,034

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$41,983,133TotalAmt
Program Services$19,486,067ProgramServicesAmt
Management And General$22,309,610ManagementAndGeneralAmt
Fundraising$187,456FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,285,336,650TotalAmt
Program Services$1,076,513,277ProgramServicesAmt
Management And General$207,025,562ManagementAndGeneralAmt
Fundraising$1,797,811FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$65,926,948BOYAmt
EOY$59,723,511EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,365,172BOYAmt
EOY$1,051,750EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$116,605,571BOYAmt
EOY$148,688,832EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$19,626,287BOYAmt
EOY$21,445,449EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$14,923,994BOYAmt
EOY$16,477,049EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,043,272,269LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$727,312,348LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$315,900,469BOYAmt
EOY$315,959,921EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$432,252,805BOYAmt
EOY$468,026,366EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$86,013,057BOYAmt
EOY$85,185,324EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$218,704BOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$1,981,296BOYAmt
EOY$2,200,000EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$103,843,058BOYAmt
EOY$121,313,574EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,158,657,361BOYAmt
EOY$1,240,071,776EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$176,754,650BOYAmt
EOY$203,143,076EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$189,907,982BOYAmt
EOY$179,524,043EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$36,155,334BOYAmt
EOY$33,907,334EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$54,276,266BOYAmt
EOY$64,364,317EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$457,094,232BOYAmt
EOY$480,938,770EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$604,545,553BOYAmt
EOY$655,336,034EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$97,017,576BOYAmt
EOY$103,796,972EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$701,563,129BOYAmt
EOY$759,133,006EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,158,657,361BOYAmt
EOY$1,240,071,776EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$96,191,558ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$29,751,760NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$68,373,441OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$128,341DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$71,349OtherActivitiesAmt
Total Lobbying Expenditures$199,690TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationLINE 1B: DURING FISCAL YEAR 2025, SOUTHCOAST RETATINED SEPARATE CONSULTANTS AT THE STATE AND FEDERAL LEVEL TO MONITOR HEALTH CARE RELATED ISSUES AND ADVOCATE ON BEHALF OF SOUTHCOAST HEALTH. AT THE STATE LEVEL, OUR STATE CONSULTANTS WORKED WITH OUR LEGISLATIVE DELEGATION ON THE SENATE AND HOUSE SUPPLEMENTAL BUDGET BILL, THE STATE BUDGET AND BUDGET AMENDMENTS, REGULATORY CHANGES, MEDICAID/DSH REIMBURSEMENT RATES, SURPLUS MEDICAID FUNDING, AND PHARMACEUTICAL AND RATE REVIEW LEGISLATION. OUR CONSULTANT FOR FEDERAL MATTERS WORKED WITH OUR FEDERAL CONGRESSIONAL DELEGATION ON MEDICARE DSH FUNDING, THE RURAL FLOOR WAGE INDEX, FEDERAL EARMARKS, PREVENTING MEDICARE SEQUESTRATION CUTS, HR. 1 , THE IPPS & OPPS AND 340B. LINE 1G: DURING FISCAL YEAR 2025, OUR STATE CONSULTANTS MONITORED AND COMMUNICATED WITH OUR STATE LEGISLATIVE DELEGATION REGARDING THE SENATE AND HOUSE SUPPLEMENTAL BUDGET BILL, THE STATE BUDGET AND BUDGET AMENDMENTS. THEY ALSO MONITORED AND/OR SHARED SOUTHCOAST'S CONCERNS ON TOPICAL HEALTHCARE ISSUES, MEDICAID FUNDING/REIMBURSEMENTS, BEHAVIORAL HEALTH NEEDS, PREAUTHORIZATION CHALLANGES AND OVERALL HEALTH CARE FINANCING POLICY. LINE 1I: THE ORGANIZATION PAYS DUES TO THE AMERICAN HOSPITALS ASSOCIATION (AHA), MASSACHUSETTS HOSPITALS ASSOCIATION (MHA), AND MASSACHUSETTS TAXPAYERS FOUNDATION (MTF). IN ACCORDANCE WITH SECTION 6033(E) OF THE INTERNAL REVENUE CODE, AND AS REPORTED BY THESE ORGANIZATIONS, A PORTION OF THESE DUES PAYMENTS ARE ATTRIBUTABLE TO LOBBYING ACTIVITIES. THE LOBBYING ACTIVITY COSTS ATTRIBUTABLE IN FISCAL YEAR 2025 TO THESE ORGANIZATIONS WERE AS FOLLOWS: AHA: $32,008 MHA: $39,171 MTF: $170ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$97,017,576BeginningYearBalanceAmt
Contributions$1,296,841ContributionsAmt
Investment Earnings Or Losses$9,583,408InvestmentEarningsOrLossesAmt
Other Expenditures$4,100,852OtherExpendituresAmt
End Year Balance$103,796,973EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$82,722,226BeginningYearBalanceAmt
Contributions$1,154,111ContributionsAmt
Investment Earnings Or Losses$17,659,901InvestmentEarningsOrLossesAmt
Other Expenditures$4,518,662OtherExpendituresAmt
End Year Balance$97,017,576EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$74,350,640BeginningYearBalanceAmt
Contributions$1,255,546ContributionsAmt
Investment Earnings Or Losses$11,895,022InvestmentEarningsOrLossesAmt
Other Expenditures$4,778,982OtherExpendituresAmt
End Year Balance$82,722,226EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$93,983,066BeginningYearBalanceAmt
Contributions$3,353,669ContributionsAmt
Investment Earnings Or Losses-$14,829,340InvestmentEarningsOrLossesAmt
Other Expenditures$8,156,755OtherExpendituresAmt
End Year Balance$74,350,640EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$82,482,495BeginningYearBalanceAmt
Contributions$877,424ContributionsAmt
Investment Earnings Or Losses$14,753,265InvestmentEarningsOrLossesAmt
Other Expenditures$4,130,118OtherExpendituresAmt
End Year Balance$93,983,066EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.66210PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.33790TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$20,281,975OtherCostOrOtherBasisAmt
Book Value$20,281,975BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$511,715,848OtherCostOrOtherBasisAmt
Depreciation$344,011,634DepreciationAmt
Book Value$167,704,214BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,632,102OtherCostOrOtherBasisAmt
Depreciation$2,233,782DepreciationAmt
Book Value$4,398,320BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$480,912,049OtherCostOrOtherBasisAmt
Depreciation$378,006,112DepreciationAmt
Book Value$102,905,937BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,730,295OtherCostOrOtherBasisAmt
Depreciation$3,060,820DepreciationAmt
Book Value$20,669,475BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$315,959,921TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE EQUITY$3,987,689F
MULTISTRATEGY HEDGE FUNDS$23,915,901F
BENEFICIAL INT. IN PERP. TRUSTS$57,281,734F
FieldValueIRS element (for citing)
Total Book Value Securities$85,185,324TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
OTHER ASSETS$28,501,940
DUE FROM AFFILIATES$51,012,407
OTHER RECEIVABLES$13,661,598
RIGHT OF USE ASSETS OPERATING$28,082,214
UNBILLED RECEIVABLES$55,415
FieldValueIRS element (for citing)
Total Book Value Other Assets$121,313,574TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
OTHER LONG-TERM LIABILITIES$13,567,562
NON-PENSION POST RETIREMENT BE$4,098,846
DUE TO/FROM AFFILIATE$19,034,655
UNAMORTIZED BIC-$2,902,831
ACCUMULATED AMORT BIC$1,237,059
LEASE LIABILITY OPERATING$29,329,026
FieldValueIRS element (for citing)
Total Liability$64,364,317TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:SHG'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE A SOURCE OF INCOME TO SUPPORT SHG'S TAX EXEMPT PURPOSE OF PROVIDING QUALITY HEALTH CARE SERVICES TO PEOPLE IN SHG'S SERVICE AREA.
PART X, LINE 2:SHG ADOPTED 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.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLFEvent1Nm
Gross Receipts Event1$194,388GrossReceiptsEvent1Amt
Charitable Contri Event1$157,788CharitableContriEvent1Amt
Gross Revenue Event1$36,600GrossRevenueEvent1Amt
Non Cash Prizes Event1$2,400NonCashPrizesEvent1Amt
Rent Facility Costs Event1$38,043RentFacilityCostsEvent1Amt
Food And Beverage Event1$16,930FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$3,583OtherDirectExpensesEvent1Amt
Event25KEvent2Nm
Gross Receipts Event2$67,127GrossReceiptsEvent2Amt
Charitable Contri Event2$24,847CharitableContriEvent2Amt
Gross Revenue Event2$42,280GrossRevenueEvent2Amt
Non Cash Prizes Event2$9,644NonCashPrizesEvent2Amt
Rent Facility Costs Event2$2,620RentFacilityCostsEvent2Amt
Entertainment Event2$2,950EntertainmentEvent2Amt
Other Direct Expenses Event2$8,846OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$5,500GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$1,430CharitableContriOtherEventsAmt
Gross Revenue Other Events$4,070GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$11,198NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$11,700RentFcltyCostsOtherEventsAmt
Gross Receipts Total$267,015GrossReceiptsTotalAmt
Charitable Contributions Tot$184,065CharitableContributionsTotAmt
Gross Revenue Total Events$82,950GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$23,242NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$52,363RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$16,930FoodAndBeverageTotalEventsAmt
Entertainment Total Events$2,950EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$12,429OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$107,914DirectExpenseSummaryEventsAmt
Net Income Summary-$24,964NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd
Percent150Yes (X)Percent150Ind
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent300Yes (X)Percent300Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (1)ExpensesExceedBudgetInd
Unable To Provide Care0UnableToProvideCareInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$10,738,680TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$4,920,919DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,817,761NetCommunityBenefitExpnsAmt
Total Expense0.00450TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$328,462,914TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$295,808,613DirectOffsettingRevenueAmt
Net Community Benefit Expns$32,654,301NetCommunityBenefitExpnsAmt
Total Expense0.02540TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$339,201,594TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$300,729,532DirectOffsettingRevenueAmt
Net Community Benefit Expns$38,472,062NetCommunityBenefitExpnsAmt
Total Expense0.02990TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs19ActivitiesOrProgramsCnt
Total Community Benefit Expns$9,074,018TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$405,820DirectOffsettingRevenueAmt
Net Community Benefit Expns$8,668,198NetCommunityBenefitExpnsAmt
Total Expense0.00670TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Activities Or Programs6ActivitiesOrProgramsCnt
Total Community Benefit Expns$29,843,083TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$29,843,083NetCommunityBenefitExpnsAmt
Total Expense0.02320TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs5ActivitiesOrProgramsCnt
Total Community Benefit Expns$57,897,288TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$49,960,379DirectOffsettingRevenueAmt
Net Community Benefit Expns$7,936,909NetCommunityBenefitExpnsAmt
Total Expense0.00620TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Activities Or Programs17ActivitiesOrProgramsCnt
Total Community Benefit Expns$512,219TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$512,219NetCommunityBenefitExpnsAmt
Total Expense0.00040TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs47ActivitiesOrProgramsCnt
Total Community Benefit Expns$97,326,608TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$50,366,199DirectOffsettingRevenueAmt
Net Community Benefit Expns$46,960,409NetCommunityBenefitExpnsAmt
Total Expense0.03650TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs47ActivitiesOrProgramsCnt
Total Community Benefit Expns$436,528,202TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$351,095,731DirectOffsettingRevenueAmt
Net Community Benefit Expns$85,432,471NetCommunityBenefitExpnsAmt
Total Expense0.06640TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$5,800TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$5,800NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Economic Development EconomicDevelopmentGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$44,886TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$44,886NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$30,634TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$30,634NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$10,916TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$10,916NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$57,089TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$57,089NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$91,955TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$91,955NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs6ActivitiesOrProgramsCnt
Total Community Benefit Expns$241,280TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$241,280NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$12,890,499BadDebtExpenseAmt
Bad Debt Expense Attributable$5,956,223BadDebtExpenseAttributableAmt
Reimbursed By Medicare$547,576,476ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$638,288,285CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$90,711,809MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost Accounting SystemYes (X)CostAccountingSystemInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp

Entity Name EntityName

FieldValueIRS element (for citing)
Business Name Line11 SAME DAY SURGICARE OF NEW ENGLAND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesMEDICAL SERVICESPrimaryActivitiesTxt
Org Profit Or Ownership1.00000OrgProfitOrOwnershipPct
Ofcr Etc Profit Or Ownership0.00000OfcrEtcProfitOrOwnershipPct
Physicians Profit Or Ownership0.00000PhysiciansProfitOrOwnershipPct
FieldValueIRS element (for citing)
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUTHCOAST HOSPITALS GROUP INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 PAGE STREETAddressLine1Txt
CityNEW BEDFORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02740ZIPCd
FieldValueIRS element (for citing)
Website AddressWWW.SOUTHCOAST.ORGWebsiteAddressTxt
State LicenseV113StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd
OtherACUTE CARE HOSPITALOtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1SOUTHCOAST HOSPITALS GROUP INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PY0FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY0TaxExemptHospitalCYOrPYInd
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted24CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (1)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (1)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSEE PART V, SECTION COwnWebsiteURLTxt
Other WebsiteYes (X)OtherWebsiteInd
Other Website URLSEE PART V, SECTION COtherWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Rpt Available Thru Other MethodYes (X)RptAvailableThruOtherMethodInd
Implementation Strategy AdoptYes (1)ImplementationStrategyAdoptInd
Implementation Strategy Adpt22ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (1)StrategyPostedWebsiteInd
Strategy Website URLSEE PART V, SECTION CStrategyWebsiteURLTxt
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care150.000000000000FPGFamilyIncmLmtFreeCarePct
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Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Explained BasisYes (1)ExplainedBasisInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Provided Nonprofit ContactYes (X)ProvidedNonprofitContactInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLHTTPS://WWW.SOUTHCOAST.ORG/PAY-A-BILL/#COST-ESTIMATES-TABH2FAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLHTTPS://WWW.SOUTHCOAST.ORG/PAY-A-BILL/#COST-ESTIMATES-TABH2FAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLHTTPS://WWW.SOUTHCOAST.ORG/PAY-A-BILL/#COST-ESTIMATES-TABH2FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection Activities0CollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (1)NondisEmergencyCarePolicyInd
Look Back Medicare PrivateYes (X)LookBackMedicarePrivateInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SOUTHCOAST HOSPITALS GROUP, INC.PART V, SECTION B, LINE 5: 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.
SOUTHCOAST HOSPITALS GROUP, INC.PART V, SECTION B, LINE 6A: SOUTHCOAST HOSPITALS GROUP, INC. CONDUCTS ITS CHNA WITH SOUTHCOAST BEHAVIORAL HEALTH.
SOUTHCOAST HOSPITALS GROUP, INC.PART V, SECTION B, LINE 6B: SOUTHCOAST HOSPITALS GROUP, INC. COLLABORATES WITH SPRINGLINE RESEARCH GROUP.
SOUTHCOAST HOSPITALS GROUP, INC.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
SOUTHCOAST HOSPITALS GROUP, INC.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)
PART V, SECTION B, LINE 11 - CONTINUED3. 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 - CONTINUED6. 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 - CONTINUED8. 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 - CONTINUEDBASED 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.
PART V, LINE 7A, HOSPITAL FACILITY'S WEBSITE:HTTPS://WWW.SOUTHCOAST.ORG/COMMUNITY/
PART V, LINE 7B, OTHER WEBSITE:HTTPS://WWW.SOUTHCOASTBEHAVIORAL.COM/ABOUT/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/
PART V, LINE 10A, HOSPITAL FACILITY'S MOST RECENTLY ADOPTED IMPLEMENTATIONSTRATEGY POSTED ON A WEBSITE:HTTPS://WWW.SOUTHCOAST.ORG/COMMUNITY/#DOCUMENTS

Supplemental Information Detail SupplementalInformationDetail (16 entries)

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PART I, LINE 3C:1. CONSIDERATION IS ALSO GIVEN TO PATIENTS WHO HAVE EXHAUSTED THEIR INSURANCE BENEFITS AND/OR WHO EXCEED FINANCIAL ELIGIBILITY CRITERIA BUT FACE EXTRAORDINARY MEDICAL COST. 2. A PATIENT MAY APPLY AND QUALIFY FOR MEDICAL HARDSHIP FINANCIAL ASSISTANCE UNDER THIS POLICY IN THE EVENT ALLOWABLE MEDICAL EXPENSES HAVE SO DEPLETED THE PATIENT'S FAMILY INCOME AND RESOURCES THAT THE PATIENT IS UNABLE TO PAY FOR ELIGIBLE SERVICES. A MEDICAL HARDSHIP GRANT IS A ONE-TIME DETERMINATION RELATED TO THE RECEIPT OF EMERGENCY OR MEDICALLY NECESSARY SERVICES AND DOES NOT CREATE A RIGHT OR CLAIM ON FUTURE DISCOUNTS. A PATIENT MUST COMPLETE A MEDICAL HARDSHIP APPLICATION.
PART I, LINE 7:ACTUAL COST FOR ALL SHG PATIENT SEGMENTS WAS USED TO CALCULATE THE VALUE OF CHARITY CARE.
PART I, LINE 7G:INCLUDED IN SUBSIDIZED HEALTH SERVICES AT COST ARE COSTS AND OFFSETTING REVENUES ASSOCIATED WITH SHG'S INPATIENT REHABILITATIVE SERVICES, LEVEL II NURSERY, CLINICS AND TRAUMA. SHG IS THE SOLE PROVIDER OF THESE SERVICES IN ITS COMMUNITIES AND PROVIDES SUCH SERVICES AS A COMMUNITY BENEFIT DESPITE THE LOSSES INCURRED.
PART I, LINE 7, COLUMN (F):THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 12,890,499.
PART II, COMMUNITY BUILDING ACTIVITIES:SOUTHCOAST HOSPITALS GROUP ACTIVELY ENGAGES IN A VARIETY OF COMMUNITY-BUILDING INITIATIVES THAT STRENGTHEN LOCAL INFRASTRUCTURE AND ADDRESS THE SOCIAL DRIVERS OF HEALTH. THESE EFFORTS ARE DESIGNED TO PROMOTE HEALTH EQUITY AND IMPROVE THE OVERALL WELL-BEING OF RESIDENTS THROUGHOUT THE SOUTH COAST REGION.IN THE SUMMER OF 2024, THE SOUTHCOAST COMMUNITY HEALTH ALLIANCE (SOCHA) WAS ESTABLISHED, BRINGING TOGETHER LEADING ORGANIZATIONS ACROSS THE SOUTH COAST REGION ENGAGED IN THE DEVELOPMENT OF COMMUNITY HEALTH NEEDS ASSESSMENTS. THROUGH THIS COLLABORATIVE PARTNERSHIP, THE FY25 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS DEVELOPED AS A UNIFIED AND COMPREHENSIVE EVALUATION OF THE REGION'S MOST SIGNIFICANT HEALTH NEEDS. ALLIANCE PARTNERS INCLUDE ONE HEALTH SYSTEM (SOUTHCOAST HEALTH); TWO LOCAL BOARDS OF HEALTH (THE NEW BEDFORD AND FALL RIVER HEALTH DEPARTMENTS); THREE FEDERALLY QUALIFIED HEALTH CENTERS (HEALTHFIRST FAMILY HEALTH CENTER, NEW BEDFORD COMMUNITY HEALTH, AND SSTAR); TWO COMMUNITY ACTION AGENCIES (CITIZENS FOR CITIZENS AND PEOPLE ACTING IN COMMUNITY ENDEAVORS [PACE]), AND CHILD & FAMILY SERVICES, INC. FOLLOWING THE COMPLETION OF THE FY25 SOCHA CHNA, THE NEXT PHASE OF WORK WILL FOCUS ON TRANSLATING IDENTIFIED PRIORITIES INTO ACTIONABLE STRATEGIES THROUGH ONGOING COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) INITIATIVES. SOUTHCOAST HEALTH AND ITS SOCHA PARTNERS WILL CONTINUE IMPLEMENTATION OF THE EXISTING 2022 NEW BEDFORD CHIP, MAINTAINING COLLABORATION WITH COMMUNITY STAKEHOLDERS TO ADVANCE HEALTH EQUITY AND ADDRESS PRIORITY AREAS SUCH AS AFFORDABLE HOUSING, BEHAVIORAL HEALTH, FOOD SECURITY AND ACCESS TO CARE. CONCURRENTLY, EFFORTS WILL BEGIN TO DEVELOP A NEW CHIP FOR THE CITY OF FALL RIVER, GUIDED BY THE FINDINGS OF THE REGIONAL CHNA AND IN PARTNERSHIP WITH LOCAL AGENCIES, RESIDENTS, AND COMMUNITY LEADERS. TOGETHER, THESE COORDINATED PLANNING EFFORTS WILL ENSURE THAT DATA-DRIVEN STRATEGIES AND MEASURABLE GOALS ARE ALIGNED ACROSS THE SOUTH COAST REGION TO SUSTAIN LONG-TERM COMMUNITY HEALTH IMPROVEMENT.BEYOND THE WORK OF THE SOCHA AND THE ONGOING COMMUNITY HEALTH IMPROVEMENT PLAN INITIATIVES, SOUTHCOAST CONTINUES TO ENGAGE IN A WIDE RANGE OF COMMUNITY-BUILDING ACTIVITIES THAT REINFORCE LOCAL HEALTH IMPROVEMENT EFFORTS SUCH AS STRENGTHENING COMMUNITY INFRASTRUCTURE, SUPPORTING ENVIRONMENT IMPROVEMENTS, PROMOTING ACTIVITIES TO IMPROVE ECONOMIC STABILITY, AND COALITION BUILDING. SOUTHCOAST EMPLOYEES ACTIVELY PARTICIPATE ON NUMEROUS COALITIONS THAT WORK TO IMPROVE THE HEALTH AND WELLNESS OF OUR COMMUNITY. SOUTHCOAST REPRESENTATIVES LEAD THE SUBSTANCE EXPOSED NEWBORNS OF SE MA (SENSE) COALITIONA GROUP FOCUSED ON SUPPORTING CHILDREN BORN WITH SUBSTANCE EXPOSURE AND THEIR FAMILIES IN OUR COMMUNITYAS WELL AS THE STREET HOMELESS COALITION IN FALL RIVER, WHICH FOCUSES ON SUPPORTING UNHOUSED COMMUNITY MEMBERS IN NEED OF RESOURCES AND SUPPORT. SOUTHCOAST EMPLOYEES ALSO SERVE ON THE STEERING COMMITTEE FOR THE HOMELESS SERVICE PROVIDER NETWORK (HSPN) NOW NAMED THE BRISTOL COUNTY CONTINUUM OF CARE, TO COMBAT HOMELESSNESS AND THE RISING COSTS OF AFFORDABLE HOUSING, THE COMMUNITY ADVISORY BOARD FOR THE SOUTHCOAST FOOD POLICY COUNCIL, WHICH CONNECTS, CONVENES, AND ADVOCATES FOR LOCAL FOOD PRODUCERS, CONSUMERS, AND COMMUNITY LEADERS WHO SEEK POLICY AND SYSTEMS THAT STRENGTHEN OUR REGIONAL FOOD SYSTEM, IMPROVE COMMUNITY HEALTH, AND ELIMINATE FOOD INSECURITY, AND ON THE STEERING COMMITTEES FOR THE LOCAL AREA CHNA'S IN FALL RIVER AND NEW BEDFORD. IN ADDITION TO LEADERSHIP ROLES, REPRESENTATIVES ALSO PARTICIPATE ON THE ONE SOUTHCOAST CHAMBER, AND COALITIONS AND TASK FORCES FOCUSED ON EARLY CHILDHOOD DEVELOPMENT, SUBSTANCE USE DISORDER, PERIOD POVERTY/MENSURAL INEQUITIES, MENTAL HEALTH, AND OVERALL COMMUNITY WELLNESS.
PART III, LINE 2:THE COSTING METHODOLOGY USED TO CALCULATE BAD DEBT EXPENSE REPORTED IN PART III, LINE 2 WAS BASED ON A RATIO OF COST TO CHARGE METHODOLOGY. DISCOUNTS AND PAYMENTS ON ACCOUNTS CONSIDERED AS BAD DEBT OFFSET THE TOTAL BAD DEBT EXPENSE RECORDED.
PART III, LINE 3:PER SHG'S ASSESSMENT OF THE COMMUNITY IT SERVES, A CERTAIN PERCENTAGE OF THE POPULATION WOULD QUALIFY FOR FINANCIAL ASSISTANCE BUT DO NOT APPLY. DUE TO THIS, SHG CONSIDERS THIS AMOUNT OF BAD DEBT AS A COMMUNITY BENEFIT EXPENSE.
PART III, LINE 4:FOR PATIENTS THAT DO NOT QUALIFY FOR CHARITY CARE, SHG RECOGNIZES REVENUE ON THE BASIS OF ITS STANDARD RATES FOR SERVICES PROVIDED BY POLICY. ON THE BASIS OF HISTORICAL EXPERIENCE, A PORTION OF SHG'S UNINSURED PATIENTS WILL BE UNABLE OR UNWILLING TO PAY FOR THE SERVICES PROVIDED. THUS, SHG RECORDS A PROVISION FOR BAD DEBTS RELATED TO UNINSURED PATIENTS IN THE PERIOD THE SERVICES ARE PROVIDED. FOOTNOTE 4, PAGE 16-17 OF THE AUDITED FINANCIAL STATEMENTS DESCRIBES THE BAD DEBT EXPENSE. ALSO FOOTNOTE 2, REVENUE FROM CUSTOMERS SECTION PAGE 10-11.
PART III, LINE 8:THE COST ACCOUNTING METHODOLOGY USED IS THE SAME METHODOLOGY USED FOR THE MEDICARE SHORTFALL. THE MEDICARE SHORTFALL SHOULD BE RECOGNIZED AS A COMMUNITY BENEFIT SINCE SHG IS REQUIRED TO PROVIDE SERVICES TO ALL REGARDLESS OF THE ABILITY TO PAY FOR SUCH SERVICES.
PART III, LINE 9B:1. SHS WILL REVIEW THE INFORMATION PROVIDED BY OR ON BEHALF OF EACH PATIENT TO VERIFY IDENTITY, AND SHALL NOTIFY EACH PATIENT OF THE AVAILABILITY OF FINANCIAL ASSISTANCE. SHS WILL VERIFY REPORTED FAMILY INCOME AND COMPARE THE AMOUNTS REPORTED TO THE CURRENT FEDERAL POVERTY GUIDELINES. 2. PATIENTS OF SHG WITH A FAMILY INCOME AT OR BELOW 300% OF THE FEDERAL POVERTY GUIDELINES WILL BE DEEMED PRESUMPTIVELY ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER SOUTHCOAST POLICY. 3. PATIENTS WITH A FAMILY INCOME 150%-300% OF THE FEDERAL POVERTY GUIDELINES WILL BE ELIGIBLE FOR FINANCIAL ASSISTANCE IN THE FORM OF DISCOUNTS OR FREE CARE CALCULATED PURSUANT TO THE SLIDING FEE SCALE. IN ADDITION, PATIENTS WITH FAMILY INCOME OF MORE THAN 300% FPL BUT LESS THAN OR EQUAL TO 400% FPL, ANNUAL MEDICAL EXPENSES EXCEED A 40% OF THEIR INCOME IN THE LAST 12-MONTHS SHALL BE ELIGIBLE FOR FINANCIAL ASSISTANCE AS A LOW-INCOME PATIENT.4. FOR INDIVIDUALS DETERMINED TO BE LOW INCOME PATIENTS THROUGH THE SHG FINANCIAL ASSISTANCE POLICY, THE SHS PATIENT ACCOUNTING TEAM RESERVES THE RIGHT TO CONSIDER DEBT AS CHARITY. SERVICES DENIED PRIOR TO DATE OF APPLICATION MAY BE CONSIDERED CHARITY CARE.
PART VI, LINE 2:IN ADDITION TO COMPLETING A REGIONAL CHNA EVERY THREE YEARS, SOUTHCOAST ACTIVELY LEADS AND PARTICIPATES IN MORE THAN 20 COMMUNITY COALITIONS AND NUMEROUS INITIATIVES EACH YEAR TO BETTER UNDERSTAND THE SOCIAL AND HEALTH CARE NEEDS OF RESIDENTS IN THE SOUTH COAST REGION. THESE ONGOING EFFORTS INCLUDE: (1) TRACKING HOSPITAL DATA TO IDENTIFY EMERGING COMMUNITY NEEDS, SUCH AS THE NUMBER OF PATIENTS EXPERIENCING HOMELESSNESS, OVERDOSES, OR FOOD INSECURITY; AND (2) COLLABORATING WITH COALITION PARTNERS TO CONDUCT COMMUNITY OUTREACH, SURVEYS, AND FOCUS GROUPS TO HEAR DIRECTLY FROM RESIDENTS ABOUT THEIR CHALLENGES AND PRIORITIES.
PART VI, LINE 3:SOUTHCOAST SUPPORTS INDIVIDUALS IN ACCESSING FINANCIAL ASSISTANCE THROUGH OUR PATIENT FINANCIAL SERVICES TEAM, WHICH HELPS PATIENTS APPLY FOR STATE AND PUBLIC ASSISTANCE PROGRAMS. THE TEAM WORKS CLOSELY WITH INDIVIDUALS TO IDENTIFY OPPORTUNITIES TO REDUCE OR COVER MEDICAL EXPENSES, INCLUDING THE DEVELOPMENT OF PERSONALIZED PAYMENT PLANS. SOUTHCOAST'S FINANCIAL COUNSELORS ARE CERTIFIED APPLICATION COUNSELORS (CAC) AND SERVING THE HEALTH INSURANCE NEEDS OF EVERYONE (SHINE) CERTIFIED, ENABLING THEM TO GUIDE INDIVIDUALS IN DETERMINING ELIGIBILITY FOR VARIOUS HEALTH INSURANCE PROGRAMS. THEY ALSO PROVIDE ASSISTANCE WITH ENROLLMENT PAPERWORK AND APPLICATION SUBMISSIONS. INFORMATION ABOUT THESE SERVICES IS AVAILABLE IN MULTIPLE LANGUAGES THROUGHOUT SOUTHCOAST'S INPATIENT AND OUTPATIENT FACILITIES, AS WELL AS ON OUR WEBSITE.
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 2728% 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:SOUTHCOAST INVESTS IN INITIATIVES AND PROGRAMS THAT ADDRESS THE MOST PRESSING HEALTH NEEDS ACROSS OUR REGION. THROUGH COLLABORATION WITH A WIDE RANGE OF COMMUNITY PARTNERS, WE ADOPT BEST PRACTICES IN COMMUNITY BENEFIT ASSESSMENT, PLANNING, AND IMPLEMENTATION - ALL WITH THE SHARED GOAL OF IMPROVING THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. DURING FY25, SOUTHCOAST'S STRATEGIC PARTNERSHIP PROGRAM SUPPORTED FOUR COMMUNITY-BASED ORGANIZATIONS WITH A TOTAL INVESTMENT OF $100,000, PROVIDING EACH PARTNER WITH $25,000 TO ADVANCE THEIR COMMUNITY HEALTH INITIATIVES. FUNDED PROGRAMS INCLUDED:- COOKS FOR COMMUNITY V2, IN COLLABORATION WITH THE MARION INSTITUTE, WHICH PROVIDED FARM-FRESH, PREPARED MEALS TO UNSHELTERED MEMBERS OF THE COMMUNITY;- THE SISTERFRIEND PROGRAM, IN COLLABORATION WITH SACRED BIRTHING VILLAGE, DESIGNED TO SUPPORT PROGRAM PARTICIPANTS ("LITTLE SISTERS") WITH ESSENTIAL ITEMS AND TRANSPORTATION TO MEDICAL APPOINTMENTS DURING PREGNANCY;- THE RESIDENTIAL HOUSING PROGRAM, IN COLLABORATION WITH THE YWCA OF SOUTHEASTERN MASSACHUSETTS, WHICH FUNDED STAFFING EXPENSES FOR A LICENSED MENTAL HEALTH CLINICIAN TO SUPPORT RESIDENTS ACROSS YWCA SITES; AND- COASTAL FOODSHED'S INFRASTRUCTURE EXPANSION, WHICH STRENGTHENED OPERATIONS TO ENHANCE FOOD DELIVERY CAPACITY AND FOOD HUB SERVICES ACROSS THE SOUTH COAST REGION.THE EMERGENCY MEDICAL SERVICES (EMS) SUPPORT GRANT PROGRAM WAS ESTABLISHED IN 2025 MAY DURING NATIONAL EMS WEEK WITH THE GOAL OF SUPPORTING ORGANIZATIONS THAT PROVIDE DIRECT PATIENT CARE IN THE SOUTH COAST REGION. IN ITS INITIAL YEAR, THE PROGRAM WAS FULLY FUNDED THROUGH SOUTHCOAST HEALTH AND AWARDED $127,311 IN TOTAL, ACROSS SEVEN MUNICIPAL TAX-EXEMPT EMS ORGANIZATIONS IN SOUTHEASTERN MASSACHUSETTS AND RHODE ISLAND. GRANT RECIPIENTS INCLUDE THE DIGHTON FIRE DEPARTMENT, FREETOWN FIRE DEPARTMENT, LAKEVILLE FIRE DEPARTMENT, MIDDLETOWN FIRE DEPARTMENT, ROCHESTER FIRE DEPARTMENT, TIVERTON FIRE DEPARTMENT, AND THE TOWN OF WAREHAM EMS. IN 2025, SOUTHCOAST HEALTH FULFILLED DETERMINATION OF NEED (DON) FUNDING OBLIGATIONS THROUGH THE COMMUNITY HEALTH INITIATIVE (CHI) TOTALING $112,320. THE FUNDS WERE ALLOCATED TO NEW BEDFORD COMMUNITY HEALTH TO ENHANCE INFRASTRUCTURE CAPACITY AND SUPPORT FACILITY EXPANSION, ENABLING THE ADDITION OF PRIMARY CARE OFFICES AND PHYSICIANS TO IMPROVE ACCESS TO CARE WITHIN THE COMMUNITY. THE INITIATIVE ALSO SUPPORTS THE INTEGRATION AND EXPANSION OF COMMUNITY HEALTH WORKER (CHW) ROLES, CREATING OPPORTUNITIES TO STRENGTHEN PATIENT OUTREACH, CARE COORDINATION, AND CONNECTIONS TO SOCIAL SUPPORT SERVICES ACROSS THE REGION.
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:AN ANNUAL REPORT IS FILED WITH THE OFFICE OF THE MASSACHUSETTS ATTORNEY GENERAL.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (25 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
THE MARION INSTITUTE
202 SPRING STREETMARIONMA02738043206583501(C)(3)$42,500$0COMMUNITY OUTREACH AND SUPPORT SERVICES
ONE SOUTHCOAST CHAMBER
25 ELM STREET SUITE 101NEW BEDFORDMA02740843311136501(C)(3)$21,355$0COMMUNITY OUTREACH AND SUPPORT SERVICES
YWCA SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREETNEW BEDFORDMA02740042104747501(C)(3)$30,000$0SUPPORT SERVICES
ELEPHANT CIRCLE
3548 G ROADPALISADECO81526471648218501(C)(3)$25,000$0SUPPORT SERVICES
COASTAL FOODSHED INC
127 W RODNEY FRENCH BLVDNEW BEDFORDMA02744824559064501(C)(3)$25,000$0SUPPORT SERVICES
POSITIVE ACTION AGAINST CHEMICAL ADD
360 COGGESHALL STREETNEW BEDFORDMA02746042791362501(C)(3)$25,000$0COMMUNITY OUTREACH AND SUPPORT SERVICES
DENNISON MEMORIAL COMMUNITY CENTER INC
755 SOUTH FIRST STREETNEW BEDFORDMA02740042103806501(C)(3)$15,000$0COMMUNITY OUTREACH AND SUPPORT SERVICES
UMASS CHAN MEDICAL SCHOOL FOUNDATION INC
333 SOUTH STREETSHREWSBURYMA01545043108190501(C)(3)$10,000$0SUPPORT SERVICES
DISCOVERY LANGUAGE ACADEMY INC
128 UNION STREETNEW BEDFORDMA02740042725417501(C)(3)$8,400$0COMMUNITY OUTREACH AND SUPPORT SERVICES
TOWN OF LAKEVILLE
364 BEDFORD STREETLAKEVILLEMA02347046001193GOVERNMENT ENTITY$23,868$0COMMUNITY OUTREACH
TOWN OF MIDDLETOWN
239 WYATT RDMIDDLETOWNRI02842056000235GOVERNMENT ENTITY$20,000$0COMMUNITY OUTREACH
TOWN OF FREETOWN
25 BULLOCK ROADEAST FREETOWNMA02717046001153GOVERNMENT ENTITY$15,000$0COMMUNITY OUTREACH
TOWN OF ROCHESTER
1 CONSTITUTION WAYROCHESTERMA02770046001280GOVERNMENT ENTITY$15,000$0COMMUNITY OUTREACH
TOWN OF DIGHTON
300 MAIN STREETDIGHTONMA02715046001130GOVERNMENT ENTITY$11,393$0COMMUNITY OUTREACH
KATIE BROWN EDUCATIONAL PROGRAM
209 BEDFORD STREETFALL RIVERMA02720450480658501(C)(3)$10,012$0SUPPORT SERVICES
TOWN OF TIVERTON
85 MAIN STTIVERTONRI02878471951801GOVERNMENT ENTITY$9,550$0COMMUNITY OUTREACH
UNITED WAY OF GREATER NEW BEDFORD
128 UNION STREET SUITE 105NEW BEDFORDMA02740042104264501(C)(3)$8,000$0COMMUNITY OUTREACH
FRIENDS OF JACK
32 HILLMAN STREETNEW BEDFORDMA02740834424674501(C)(3)$7,600$0SUPPORT SERVICES
WAREHAM EMS
72 SANDWICH ROADWAREHAMMA02571235286528GOVERNMENT ENTITY$7,500$0COMMUNITY OUTREACH
CITY OF NEW BEDFORD
133 WILIAM STREETNEW BEDFORDMA02740046001402GOVERNMENT ENTITY$8,439$0COMMUNITY OUTREACH
MY BROTHERS KEEPER INC
PO BOX 70273DARTMOUTHMA02474043088412501(C)(3)$6,000$0COMMUNITY OUTREACH
BUZZARDS BAY AREA HABITAT FOR HUMANITY
8 COUNTRY ROAD SUITE 2MATTAPOISETTMA02739043315778501(C)(3)$5,800$0SUPPORT SERVICES
GREATER FALL RIVER RE-CREATION COMMITTEE
209 BEDFORD STREET SUITE 303FALL RIVERMA02720042491918501(C)(3)$5,500$0COMMUNITY OUTREACH AND SUPPORT SERVICES
INTERCHURCH COUNCIL OF GREATER NEW BEDFORD
128 UNION STREET SUITE 100NEW BEDFORDMA02740042171191501(C)(3)$5,250$0COMMUNITY OUTREACH
FALL RIVER PUBLIC SCHOOLS
417 ROCK STREETFALL RIVERMA02720471935025501(C)(3)$0$20,000COMMUNITY OUTREACHFMVMOBILE HEALTH VAN
FieldValueIRS element (for citing)
Total501c3 Org25Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeONCOLOGY PATIENT GIFT CARDSGrantTypeTxt
Recipient160RecipientCnt
Non Cash Assistance$68,600NonCashAssistanceAmt
Valuation Method UsedCOSTValuationMethodUsedDesc
Non Cash AssistanceGIFT CARDS FOR PATIENTS TO ASSIST WITH THEIR BILLSNonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSTRATEGIC PARTNERSHIP PROGRAMS MEET QUARTERLY FOR UPDATES AND HAVE SIGNED AGREEMENTS OF THE FUNDING INTENT ON HOW IT WILL BE SPENT. FOR SOUTHCOAST'S RESPONSIVE SUPPORT PROGRAM AND ACCESS TO TECH PROGRAM RECIPIENTS PROVIDE THE IMPACT OF FUNDING USE UPFRONT IN THEIR APPLICATIONS FOR SUPPORT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DAVID MCCREADY
EX-OFFICIO, PRESIDENT & CEO$1,184,674$0$330,000$0$79,555$0$180,000$0$24,389$0$1,798,618$0$0$0
RENEE CLARK ASST CLERK UNTIL
12/24)/CLERK (AT 1/25)/EVP COO$776,964$0$295,800$0$148,404$0$178,803$0$24,389$0$1,424,360$0$143,760$0
RAYFORD KRUGER
FORMER PRESIDENT & CEO$8,355$0$705,000$0$603,421$0$30,600$0$1,690$0$1,349,066$0$476,100$0
WADE BROUGHMAN
TREASURER, EVP FIN/CFO (UNTIL 12/24)$730,464$0$188,500$0$174,261$0$20,700$0$19,572$0$1,133,497$0$0$0
JAMES FEEN
SVP - CHIEF DIGITAL INFO OFFICER$522,968$0$187,300$0$107,918$0$119,244$0$24,389$0$961,819$0$90,216$0
LAUREN DESIMON JOHNSON
SVP/CHRO$462,720$0$118,500$0$89,586$0$115,854$0$24,389$0$811,049$0$79,350$0
STEPHEN CANESSA
SVP EXTERNAL AFFAIRS CCO$461,627$0$95,400$0$96,730$0$108,228$0$24,389$0$786,374$0$85,200$0
ILANA FEINERMAN MD
TRUSTEE$0$608,229$0$70,000$0$500$0$15,288$0$23,860$0$717,877$0$0
JAQUELINE SOMERVILLE
SVP/CNO$402,182$0$82,200$0$93,466$0$20,700$0$20,280$0$618,828$0$0$0
MARK CALE
CFO SHG & SVP FIN SHS (UNTIL 9/25)$445,224$0$103,800$0$0$0$26,233$0$24,389$0$599,646$0$0$0
PATRICIA BUIOCCHI
SVP POST ACUTE SERVICES (UNTIL 7/25)$388,644$0$143,500$0$0$0$20,700$0$5,170$0$558,014$0$0$0
STEPHEN PIRES
SVP, INSURANCE RISK MGMT (UNTIL 2/25$372,872$0$0$0$88,091$0$20,700$0$20,280$0$501,943$0$0$0
JADENE ELDEN
VP REVENUE CYCLE$303,359$0$49,400$0$0$0$20,700$0$1,226$0$374,685$0$0$0
MATTHEW SHAW
ED - CHIEF INFO SECURITY OFFICER$328,128$0$9,888$0$0$0$21,271$0$678$0$359,965$0$0$0
CHARLES E CUSSON JR
VP ORG CAPTLY AND TALENT MANAGEMENT$281,160$0$8,116$0$1,000$0$9,926$0$20,510$0$320,712$0$0$0
TONYA JOHNSON
SVP & COO (UNTIL 6/28/24)$214,280$0$0$0$12,042$0$24,843$0$12,503$0$263,668$0$0$0
MICHAEL BUSHELL
TREASURER (AS OF 1/25), EVP FIN/CFO$174,309$0$0$0$0$0$25,906$0$4,149$0$204,364$0$0$0
ANIL SHUKLA MD
TRUSTEE (AS OF 1/2025)$175,279$0$0$0$0$0$0$0$0$0$175,279$0$0$0
JOHN MUNGOVAN MD
TRUSTEE (UNTIL 12/2024)$151,995$0$0$0$0$0$0$0$0$0$151,995$0$0$0
KEITH HOVAN
FORMER PRESIDENT & CEO$0$0$0$0$115,000$0$0$0$0$0$115,000$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINES 4A-BPART I, LINE 4A: A SEVERANCE PAYMENT OF $115,000 (NET OF WITHHOLDING) WAS MADE DURING THE REPORTING PERIOD TO KEITH HOVAN. PART I, LINE 4B: OFFICERS, DIRECTORS, AND KEY EMPLOYEES WHO ARE EMPLOYEES OF SHG PARTICIPATE IN SHG'S 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. CONTRIBUTION CREDITS UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART, II, COLUMN (C). ONLY UPON TERMINATIONS OF EMPLOYMENT DO FULLY VESTED PARTICIPANTS RECEIVE DISTRIBUTIONS FROM THE PLAN. CONTRIBUTIONS VEST THE EARLIER OF: JULY 1 OF THE 3RD CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE CONTRIBUTION CREDIT IS MADE; UPON REACHING AGE 62; DEATH; DISABILITY; OR INVOLUNTARY SEPARATION. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES THE VESTED PORTION OF CONTRIBUTIONS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO THE RISK OF FORFEITURE. RENEE CLARK - $133,121 STEPHEN CANESSA - $92,567 WADE BROUGHMAN - $158,103 JAQUELINE SOMERVILLE - $72,630 LAUREN DESIMON JOHNSON - $85,976 STEPHEN PIRES - $66,060 JAMES FEEN - $95,177
PART I, LINE 7THE SOUTHCOAST HEALTH SYSTEM EXECUTIVE COMPENSATION PLAN (THE PLAN) ESTABLISHED 10/15/2008, AND UPDATED FROM TIME TO TIME, IS GOVERNED BY THE COMPENSATION COMMITTEE (THE COMMITTEE) OF THE BOARD OF TRUSTEES (BOARD) OF SOUTHCOAST HEALTH SYSTEM. THE PLAN OUTLINES GOALS, ADMINISTRATION, ELIGIBILITY, PARTICIPATION, PERFORMANCE MEASUREMENT, AND PLAN FUNDING. LUMP SUM CASH AWARDS ARE EARNED BY DESIGNATED EXECUTIVES AT SPECIFIC TARGET LEVELS BASED ON JOB LEVEL. BOTH AWARD AMOUNTS PAID AND ELIGIBILITY ARE DETERMINED SOLELY AT THE BOARD'S DISCRETION. THE PLAN REMAINS IN EFFECT AT THE DISCRETION AND JUDGEMENT OF THE COMMITTEE.
FORM 990, PART VII, SECTION A, LINE 5 AND SCHEDULE J:THE FOLLOWING TRUSTEES ARE COMPENSATED BY AN UNRELATED ORGANIZATION FOR SERVICES RENDERED TO SHG. SOUTHERN NEW ENGLAND RADIOLOGY PAID COMPENSATION IN THE AMOUNTS NOTED BELOW RELATED TO SERVICES PROVIDED TO SHG. SALMAN BASHIR, MD - $5,400 JOHN MUNGOVAN, MD - $136,595 ASSOCIATED PHYSICIANS OF HARVARD PAID COMPENSATION IN THE AMOUNTS NOTED BELOW RELATED TO SERVICES PROVIDED TO SHG. ANIL SHUKLA, MD - $168,179
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 STEPHEN CANESSA - $85,200 LAUREN DESIMON JOHNSON - $79,350

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
A04343181457584YH282021-02-04$104,489,523SEE PART VI000
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
B0434318140000000002012-01-31$46,965,000TO REFUND BONDS ISSUED 2/4/1998000
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
C04343181457583UTY42013-02-14$60,879,456CONSTRUCT/RENOVATE CARE CENTERS000
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
D0434318140000000002018-11-01$38,480,000TO REFUND BONDS ISSUED 6/9/2008000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmt
A$105,067,542$1,156,097$60,955,219$42,956,2262023Yes (1)0Yes (1)Yes (1)
B$46,965,000$254,694$46,710,306Yes (1)0Yes (1)Yes (1)$38,980,000
C$60,938,164$759,501$60,178,663201400Yes (1)Yes (1)$9,175,000
D$38,480,000$38,480,000Yes (1)0Yes (1)Yes (1)$17,529,796

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00Yes (1)Yes (1)00.000500.000000.0005000Yes (1)
B0Yes (1)Yes (1)Yes (1)00.000000.0000000Yes (1)
C00Yes (1)Yes (1)00.000000.000000.0000000Yes (1)
D0Yes (1)Yes (1)Yes (1)00.000400.000000.0004000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueInd
AYes (1)0000Yes (1)
B00000Yes (1)0Yes (1)0
C00000Yes (1)00Yes (1)
D0Yes (1)000Yes (1)0Yes (1)0

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMEDISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/03/2025
SCHEDULE K, PART I, BOND ISSUES:(A) ISSUER NAME: MASSACHUSETTS DEVELOPMENT AND FINANCE AGENCY (F) DESCRIPTION OF PURPOSE: TO REFUND BONDS ISSUED 10/7/2009 AND CONSTRUCT/RENOVATE TOBEY ED, CMH PARKING GARAGE AND CARE CENTERS
SCHEDULE K, PART II, LINE 3, COLUMNS A AND C:THE DIFFERENCE BETWEEN TOTAL PROCEEDS AND THE ISSUE PRICE IS DUE TO INVESTMENT EARNINGS.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (16 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$172,610EMPLOYEE COMPENSATION0
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$886,879SERVICES0
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$348,875EMPLOYEE COMPENSATION0
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$479,313SUPPLIES0
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$1,096,486SERVICES0
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$2,682,041SERVICES0
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$4,824,818SERVICES0
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$5,437,858SERVICES0
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$43,193,993SERVICES0
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$4,235,786SERVICES0
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$4,197,040SERVICES0
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$424,262SERVICES0
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$165,157SERVICES0
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$103,712SUPPLIES0
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$102,868SUPPLIES0
AMY FEEN
FAMILY MEMBER OF JAMES FEEN, KEY EMPLOYEE$16,475EMPLOYEE COMPENSATION0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$5,095NoncashContributionsRptF990Amt
Method Of Determining RevenuesOTHERMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EVENT ITEMS12$3,907COST OR SELLING PRIC
Yes (X)OTHER1$25COST OR SELLING PRIC
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE AMOUNT REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:SOUTHCOAST HOSPITALS GROUP (SHG) OWNS AND OPERATES THREE COMMUNITY BASED ACUTE CARE HOSPITALS - CHARLTON MEMORIAL HOSPITAL IN FALL RIVER, ST LUKE'S HOSPITAL IN NEW BEDFORD AND TOBEY HOSPITAL IN WAREHAM, MA. SHG SERVES AS THE SAFETY NET PROVIDER TO A CULTURALLY DIVERSE AND ECONOMICALLY CHALLENGED REGION WITH GOVERNMENT SPONSORED PROGRAMS COVERING APPROXIMATELY 70% OF ITS PATIENTS. IN SOME COMMUNITIES, SHG IS THE SOLE PROVIDER OF HOSPITAL SERVICES AND IN ITS REGION THE SOLE PROVIDER OF ADVANCED CLINICAL SERVICES SUCH AS OPEN HEART SURGERY AND OTHER ADVANCED CARDIAC SERVICES, MATERNITY AND NEONATAL INTENSIVE CARE SERVICES. SOUTHCOAST PROVIDES ADVANCED EMERGENCY CARE 24 HOURS PER DAY, 7 DAYS A WEEK AT ALL THREE HOSPITALS.
FORM 990, PART VI, SECTION A, LINE 1ATHE EXECUTIVE COMMITTEE SHALL, EXCEPT AS PROHIBITED BY LAW OR LIMITED BY THE BOARD, HAVE ALL THE POWERS OF THE BOARD IN CONNECTION WITH THE MANAGEMENT AND OPERATION OF SHG BETWEEN MEETINGS OF THE BOARD RELATED TO URGENT MATTERS WHICH THE COMMITTEE DETERMINES CANNOT WAIT FOR THE NEXT REGULARLY SCHEDULED BOARD MEETING, INCLUDING DELEGATION OF AUTHORITY, EXCEPT IN REMOVING ANY MEMBER OF THE MEDICAL STAFF. ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE FULLY REPORTED TO THE BOARD AT ITS NEXT MEETING.
FORM 990, PART VI, SECTION A, LINE 2CARMEN 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; AND PATRICK GAGNON, 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 PATRICK GAGNON.
FORM 990, PART VI, SECTION A, LINE 6THE SOLE MEMBER OF SHG IS SOUTHCOAST HEALTH SYSTEM, INC (SHS), A CHARITABLE ORGANIZATION ACTING THROUGH ITS BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7ATRUSTEES ARE ELECTED AND REMOVED AND SHALL OTHERWISE SERVE AS SET FORTH IN THE BYLAWS OF ITS SOLE CORPORATE MEMBER, SHS.
FORM 990, PART VI, SECTION A, LINE 7BTHE GOVERNANCE OF SHG IS VESTED IN THE BOARD OF TRUSTEES AND IT MAY EXERCISE ALL POWERS OF THE CORPORATION EXCEPT THOSE POWERS RESERVED TO SHS BY LAW, THE ARTICLES OF ORGANIZATION, OR SHG'S BYLAWS.
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION PREPARES THE FORM 990 WITH THE ASSISTANCE OF A PAID PREPARER. A DRAFT OF THE FORM 990 IS PRESENTED TO 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 12CSHS HAS CONFLICT OF INTEREST, LEGAL COMPLIANCE AND CODE OF CONDUCT POLICIES THAT APPLY TO ALL TRUSTEES, OFFICERS, DIRECTORS AND EMPLOYEES (REFERRED TO AS "MEMBERS"). SHS IS THE PARENT ORGANIZATION, AND THESE POLICIES APPLY TO SHG. ON AN ANNUAL BASIS, EACH MEMBER WILL COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE WHICH AFFIRMS THAT EACH PERSON HAS: (1) RECEIVED A COPY OF THE POLICY, (2) READ AND UNDERSTOOD THE POLICY, (3) AGREED TO COMPLY WITH THE POLICY, AND (4) UNDERSTOOD THAT THE SYSTEM ENTITIES ARE CHARITABLE ORGANIZATIONS AND THAT TO MAINTAIN THEIR FEDERAL TAX EXEMPTION, SUCH ENTITIES MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE SYSTEM OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES, DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL TAXATION, AND IN CONNECTION WITH ITS COMPLIANCE PROGRAM, SYSTEM'S MANAGEMENT SHALL CONDUCT PERIODIC REVIEWS OF THE CONFLICT OF INTEREST POLICY AND THE OPERATION AND APPLICATION OF IT. MEMBERS SHALL DISCLOSE ANY INTERESTS OR ACTIVITIES IN WHICH THEY ARE INVOLVED OR BECOME INVOLVED THAT DO RESULT, OR MAY APPEAR TO RESULT IN A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST AND SHALL COMPLY WITH, AND MAKE ALL REQUIRED DISCLOSURES UNDER THE CONFLICT OF INTEREST POLICY PRIOR TO COMMENCING, CONTINUING, OR CONSUMMATING ANY ACTIVITY OR TRANSACTION WHICH RAISES A CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST. EACH MEMBER IS UNDER AN ONGOING DUTY TO UPDATE AND KEEP CURRENT THE INFORMATION CONTAINED IN THEIR QUESTIONNAIRE. AT LEAST ANNUALLY, OR AS NECESSARY BASED ON DISLCOSURES, THE GENERAL COUNSEL WILL SUMMARIZE AND REPORT ALL DISCLOSURES TO THE PRESIDENT AND CEO AND THE CHAIRMAN OF THE BOARD OF TRUSTEES (OR HIS/HER DESIGNEE). UPON DISCLOSURE OF FINANCIAL OR NON-FINANCIAL INTERESTS ("INTERESTS") AND ALL MATERIAL FACTS RELATED THERETO BY MEMBER OR AN INTERESTED PERSON, THE CHAIR OF THE SYSTEM'S GOVERNANCE COMMITTEE SHALL DETERMINE IN CONJUNCTION WITH THE GENERAL COUNSEL WHETHER A CONFLICT OF 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 ANY BOARD OR BOARD COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE AN ACTUAL CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST, IT SHALL INFORM SUCH PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD SUCH A MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE IT. IF, AFTER HEARING THE RESPONSE OF SUCH PERSON AND MAKING FURTHER INQUIRY OR INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR BOARD COMMITTEE DETERMINES THAT SUCH PERSON HAS IN FACT FAILED TO DISCLOSE 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 15COMPENSATION FOR ALL VICE PRESIDENTS AND THE SENIOR LEADERSHIP TEAM (SLT) IS ESTABLISHED USING THE FOLLOWING PROCEDURES:(1) REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE OF SHS WITHOUT THE INVOLVEMENT OF PERSONS WITH CONFLICT OF INTEREST IN RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE; (2) USE OF DATA TO COMPARE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED HEALTH SYSTEMS. THE COMPENSATION COMMITTEE ENGAGED THE SERVICES OF AN INDEPENDENT HUMAN RESOURCE CONSULTING FIRM ("CONSULTANT") TO PROVIDE UPDATED COMPENSATION DATA AND ASSESS THE REASONABLENESS OF THE TOTAL COMPENSATION PROVIDED TO SHG EXECUTIVES. THIS INCLUDED RELATIVE COMPETITIVE MARKET PRACTICE INFORMATION FOR THE NORTHEAST REGION MARKET OBTAINED FROM TWO HEALTHCARE EXECUTIVE COMPENSATION SURVEYS THAT WERE PREPARED BY INDEPENDENT FIRMS. THE CONSULTANT ALSO COMPILED NATIONAL MARKET DATA FROM THREE COMMERCIALLY AVAILABLE HEALTHCARE EXECUTIVE COMPENSATION SURVEYS PREPARED BY INDEPENDENT FIRMS: AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. FOR 2024 COMPENSATION, THIS PROCESS TOOK PLACE IN NOVEMBER 2023.
FORM 990, PART VI, SECTION C, LINE 19SHG 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 -73,488,948. CHANGE IN VALUE OF PERPETUAL TRUSTS 5,098,665. OTHER CHANGES IN NET ASSETS 16,842.
FORM 990, PART XII, LINE 2A & 2B:FINANCIAL RESULTS FOR SHG ARE INCLUDED IN THE SOUTHCOAST HEALTH SYSTEM, INC. AND AFFILIATES CONSOLIDATED FINANCIAL STATEMENTS AS OF AND FOR THE YEARS ENDED SEPTEMBER 30, 2024 AND 2025, WHICH WERE ISSUED WITH AN INDEPENDENT AUDITOR'S REPORT WITH AN UNQUALIFIED AUDIT OPINION. INCLUDED IN THESE AUDITED FINANCIAL STATEMENTS IS SUPPLEMENTAL CONSOLIDATED INFORMATION FOR THE YEAR ENDED SEPTEMBER 30, 2025. NO STAND ALONE AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR SHG FOR THE YEAR ENDED SEPTEMBER 30, 2025.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1SOUTHCOAST HEALTH SURGICAL HOLDINGS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 PAGE STREETAddressLine1Txt
CityNEW BEDFORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02740ZIPCd
FieldValueIRS element (for citing)
EIN881860825EIN
Primary ActivitiesHOLDING CO.PrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Total Income-$461,539TotalIncomeAmt
End Of Year Assets$2,300,000EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SOUTHCOAST HOSPITALS GROUP INCBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
SOUTHCOAST HEALTH SYSTEM INC
101 PAGE STREETNEW BEDFORDMA02740042794625SUPPORT SHG, SPG, & SVNAMA501(C)(3)12C, III-FIN/A0
SOUTHCOAST VISITING NURSE ASSOCIATION INC
200 MILL RD SUITE 120FAIRHAVENMA02719042105745HOME CARE SERVICESMA501(C)(3)10Yes (1)SOUTHCOAST HEALTH SYSTEM INC
SOUTHCOAST PHYSICIANS GROUP INC
200 MILL RD SUITE 180FAIRHAVENMA02719222703314PHYSICIAN SERVICESMA501(C)(3)10Yes (1)SOUTHCOAST HEALTH SYSTEM INC
SOUTHCOAST VENTURES INC
101 PAGE STREETNEW BEDFORDMA02740043003172PHYSICIAN SERVICES/ HEALTHCAREMA501(C)(3)12A, IYes (1)SOUTHCOAST HEALTH SYSTEM INC
SOUTHCOAST LONG TERM CARE SERVICES INC
363 HIGHLAND AVEFALL RIVERMA02720043109579OPERATE A LONG-TERM CARE FACILITYMA501(C)(3)10Yes (1)SOUTHCOAST HEALTH SYSTEM INC
SOUTHCOAST LONG TERM CARE PROPERTIES INC
101 PAGE STREETNEW BEDFORDMA02740042984542SUPPORT SLTCSMA501(C)(3)12A, IIYes (1)SOUTHCOAST HEALTH SYSTEM INC
SOUTHCOAST HEALTH AMBASSADORS INC
363 HIGHLAND AVEFALL RIVERMA02720043583676SUPPORT SHGMA501(C)(3)12A, IYes (1)SOUTHCOAST HOSPITALS GROUP INC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPct
COASTLINE PROFESSIONAL ASSURANCE CORP LTD
PO BOX 1085GRAND CAYMANGRAND CAYMANCJCJKY1-1102980445031INSURANCECJN/ACYes (1)
HEALTH MANAGEMENT INITIATIVES INC
042998712COMM RENTALSN/ACYes (1)363 HIGHLAND AVEFALL RIVERMA02720MA
SAME DAY SURGICARE OF NE INC
042808359MEDICAL SERVICESSYes (1)272 STANLEY STREETFALL RIVERMA02720MASOUTHCOAST HEALTH SURGICAL HOLDINGS LLC-$461,539$565,8500.62570
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (16 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
SOUTHCOAST PHYSICIANS GROUP INC
J$1,649,397CASH
SOUTHCOAST PHYSICIANS GROUP INC
O$1,513,357CASH
SOUTHCOAST PHYSICIANS GROUP INC
P$76,505,119CASH
SOUTHCOAST PHYSICIANS GROUP INC
Q$4,440,313CASH
SOUTHCOAST VISITING NURSE ASSOCIATION INC
O$303,681CASH
SOUTHCOAST VISITING NURSE ASSOCIATION INC
Q$1,580,255CASH
SOUTHCOAST VISITING NURSE ASSOCIATION INC
P$249,282CASH
COASTLINE PROFESSIONAL ASSURANCE CORP LTD
P$4,954,560CASH
COASTLINE PROFESSIONAL ASSURANCE CORP LTD
C$181,497CASH
SOUTHCOAST HEALTH AMBASSADORS INC
O$120,000CASH
SOUTHCOAST HEALTH AMBASSADORS INC
Q$60,000CASH
HEALTH MANAGEMENT INITIATIVES INC
K$268,481CASH
SOUTHCOAST VENTURES INC
K$123,558CASH
SAME DAY SURGICARE OF NE INC
J$203,383CASH
SAME DAY SURGICARE OF NE INC
O$139,818CASH
HEALTH MANAGEMENT INITIATIVES INC
O$142,838CASH

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