TY 2012 Form 990

(A) Name and business address	(B) Description of services	(C) Compensation
SLH Emergency Associates, Edelstein CoLLP c/o Maureen PeteNo DartmouthMA02747	Emergency Room	10,623,642
First Physicians Corp, 1342 Belmont St Suite 205BROCKTONMA02301	Emergency Room	8,992,196
Anesthesia Associates Inc, 460 Enterprise StSan MarcosCA98069	Anesthesia serv	5,245,720
Tobey Emergency Associates PC, PO Box 53WarehamMA02571	Emergency Room	4,599,143
Quest Diagnostics, PO Box 740709ATLANTAGA30374	Laboratory testing	3,216,765
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 89

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.	(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses
1	Grants and other assistance to governments and organizations in the United States. See Part IV, line 21	0
2	Grants and other assistance to individuals in the United States. See Part IV, line 22	0
3	Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16	0
4	Benefits paid to or for members	0
5	Compensation of current officers, directors, trustees, and key employees ....	6,496,501	3,120,737	3,120,737	255,027
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	0
7	Other salaries and wages	317,837,013	304,549,034	13,010,740	277,239
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	17,325,998	16,435,846	861,719	28,433
9	Other employee benefits .......	50,342,198	47,254,824	3,009,273	78,101
10	Payroll taxes ...........	23,362,562	22,162,272	1,161,951	38,339
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	1,747,806	478,617	1,269,189
c	Accounting ...........	455,212		455,212
d	Lobbying ...........	308,963	308,963
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	1,365,566		1,365,566
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........	90,694,590	82,971,318	7,675,079	48,193
12	Advertising and promotion ....	3,777,388	3,777,388
13	Office expenses .......	17,275,508	16,713,869	509,876	51,763
14	Information technology ......	0
15	Royalties ..	0
16	Occupancy ...........	11,871,612	11,834,998	36,614
17	Travel ............	461,697	461,697
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......	0
19	Conferences, conventions, and meetings ....	1,266,007	1,091,880	163,213	10,914
20	Interest ...........	4,994,851	4,994,851
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization .....	41,841,861	41,841,861
23	Insurance ..............	0
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	PHARMACEUTICALS	24,912,928	24,912,928
b	FOOD SERVICE	6,468,456	6,445,423		23,033
c	Parts and Repairs	3,341,160	3,339,622	1,538
d	MEDICAL SUPPLIES/LINENS	66,010,033	65,935,234	71,208	3,591
e	All other expenses	7,367,757	6,589,971	777,786
25	Total functional expenses. Add lines 1 through 24e	699,525,667	665,221,333	33,489,701	814,633
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
	1	Cashnon-interest-bearing .............	0	1	0
2	Savings and temporary cash investments .........	12,958,163	2	6,685,361
3	Pledges and grants receivable, net ...........	4,054,000	3	3,101,162
4	Accounts receivable, net .............	66,394,165	4	75,728,004
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
		0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
		0	6	0
7	Notes and loans receivable, net .............	0	7	0
8	Inventories for sale or use ..............	0	8	9,601,716
9	Prepaid expenses and deferred charges ..........	17,939,660	9	21,132,897
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	731,611,813
b	Less: accumulated depreciation .....	10b	418,278,577	268,385,990	10c	313,333,236
11	Investments—publicly traded securities ..........	380,182,472	11	424,602,840
12	Investments—other securities. See Part IV, line 11 .....	47,092,668	12	54,138,635
13	Investments—program-related. See Part IV, line 11 .....	0	13	0
14	Intangible assets ...............	0	14	0
15	Other assets. See Part IV, line 11 ...........	30,958,389	15	28,618,312
16	Total assets. Add lines 1 through 15 (must equal line 34)......	827,965,507	16	936,942,163
	17	Accounts payable and accrued expenses .........	105,927,559	17	136,376,060
18	Grants payable .................	0	18	0
19	Deferred revenue ................	0	19	0
20	Tax-exempt bond liabilities .............	147,842,831	20	204,094,189
21	Escrow or custodial account liability. Complete Part IV of Schedule D..	0	21	0
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........	0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	23,649,599	23	19,480,192
24	Unsecured notes and loans payable to unrelated third parties ....	0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................	62,003,438	25	51,621,980
26	Total liabilities. Add lines 17 through 25.........	339,423,427	26	411,572,421
		Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............	411,629,954	27	444,937,630
28	Temporarily restricted net assets ...........	30,861,847	28	32,470,815
29	Permanently restricted net assets ...........	46,050,279	29	47,961,297
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........		30
31	Paid-in or capital surplus, or land, building or equipment fund .....		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	488,542,080	33	525,369,742
34	Total liabilities and net assets/fund balances ........	827,965,507	34	936,942,163

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.

Attach to Form 990 or Form 990-EZ. right arrow

See separate instructions.

OMB No. 1545-0047

2012

Open to Public
Inspection

Name of the organization

Southcoast Hospitals Group Inc

Employer identification number

22-2592333

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of

its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses

acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h.

Type I

Type II

Type III - Functionally integrated

Type III - Non-functionally integrated

By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).

If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box ..................................................

Since August 17, 2006, has the organization accepted any gift or contribution from any of the
following persons?

(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)

Yes

and (iii) below, the governing body of the supported organization? ................

11g(i)

(ii) A family member of a person described in (i) above? ......................

11g(ii)

(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................

11g(iii)

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization in col. (i) listed in your governing document?		(v) Did you notify the organization in col. (i) of your support?		(vi) Is the organization in col. (i) organized in the U.S.?		(vii) Amount of monetary support
(i) Name of supported organization	(ii) EIN	Yes	No	Yes	No	Yes	No	(vii) Amount of monetary support


Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2012

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2008	(b) 2009	(c) 2010	(d) 2011	(e) 2012	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2008	(b) 2009	(c) 2010	(d) 2011	(e) 2012	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11	Total support (Add lines 7 through 10).

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2012 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2011 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2012. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2011. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2012. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2011. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2012

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2008	(b) 2009	(c) 2010	(d) 2011	(e) 2012	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513..
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2008	(b) 2009	(c) 2010	(d) 2011	(e) 2012	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2012 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2011 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2012 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2011 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2012. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ........ right arrow

33 1/3% support tests—2011. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions ..... right arrow

Schedule A (Form 990 or 990-EZ) 2012

Page 4

Part IV

Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Explanation

Schedule A (Form 990 or 990-EZ) 2012

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

OMB No. 1545-0047

2012

Name of the organization

Southcoast Hospitals Group Inc

Employer identification number

22-2592333

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and
III.

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not total to more than $1,000. If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
during the year ......................... Arrow Bullet

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Page 2

Name of organization Southcoast Hospitals Group Inc

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	RESTRICTED RESTRICTED RESTRICTED RESTRICTED, RESTRICTED RESTRICTED	$RESTRICTED	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Page 3

Name of organization Southcoast Hospitals Group Inc

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Page 4

Name of organization
Southcoast Hospitals Group Inc

Employer identification number

22-2592333

Part III

Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet

$
Use duplicate copies of Part III if additional space is needed.

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

See separate instructions.

OMB No. 1545-0047

2012

Open to Public
Inspection

If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

Southcoast Hospitals Group Inc

Employer identification number

22-2592333

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV.

Political expenditures .................................... SchCMd Bullet

Volunteer hours ........................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ......... SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ...... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............

Yes No

Was a correction made? .........................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ................................... SchCMd Bullet

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b.. SchCMd Bullet

Did the filing organization file Form 1120-POL for this year? ..........................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.

For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2012

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check SchCMd Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......
b	Total lobbying expenditures to influence a legislative body (direct lobbying) .......
c	Total lobbying expenditures (add lines 1a and 1b) ...................
d	Other exempt purpose expenditures ........................
e	Total exempt purpose expenditures (add lines 1c and 1d) ...............
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ......................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2009	(b) 2010	(c) 2011	(d) 2012	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990 or 990-EZ) 2012

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? .........................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....

Yes

Media advertisements? ....................................

Mailings to members, legislators, or the public? .........................

Yes

Publications, or published or broadcast statements? .......................

Grants to other organizations for lobbying purposes? .......................

Direct contact with legislators, their staffs, government officials, or a legislative body? ........

Yes

308,951

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......

Other activities? ..........................

Total. Add lines 1c through 1i ...............................

308,963

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 .................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ................

Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered “No” OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members .....................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).

Current year .........................................

Carryover from last year ....................................

Total ............................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................

Taxable amount of lobbying and political expenditures (see instructions) ..............

Part IV

Supplemental Information

Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.

Identifier	Return Reference	Explanation
PART I-A, LINE 1		SOUTHCOAST DOES NOT ENGAGE IN ANY DIRECT OR INDIRECT POLITICAL CAMPAIGNS OR ACTIVITIES.
PART II-B, LINE 1, LOBBYING ACTIVITIES		DURING FISCAL YEAR 2013 HIRED CONSULTANTS MONITORED AND ADVOCATED FOR SOUTHCOAST CONCERNS BEFORE THE STATE AND FEDERAL LEGISLATORS. OF CONCERN AT THE STATE LEVEL WAS THE STATE BUDGET AND HEALTHCARE PAYMENT REFORM. ALSO OF PARTICULAR CONCERN WAS MEDICAID REIMBURSEMENT RATES. HIRED CONSULTANTS FOR FEDERAL MATTERS ADVOCATED WITH OUR FEDERAL DELEGATION ON SUCH ISSUES SUCH AS MEDICARE DSH FUNDING, SEQUESTRATION CUTS, BAD DEBT REIMBURSEMENT AND RURAL FLOOR WAGE INDEX CONCERNS.
PART II-B, LINE 1G		DURING FISCAL 2013, HIRED CONSULTANTS MONITORED AND ADVOCATED FOR SOUTHCOAST CONCERNS BEFORE THE SOUTHEASTERN MASSACHUSETTS STATE LEGISLATIVE DELEGATION THROUGHOUT THE STATE BUDGET PROCESS. HIRED CONSULTANTS ALSO MONITORED AND/OR ADVOCATED SOUTHCOAST'S POSITIONS TO THIS SAME LEGISLATIVE DELEGATION ON ISSUES SUCH AS HEALTHCARE PAYMENT REFORM, THE INAPPROPRIATE DENIALS OF MEDICALLY NECESSARY SERVICES, INSURER RESERVE REQUIREMENTS, IMPLEMENTING THE AFFORDABLE CARE ACT, PROVIDING FURTHER ACCESS TO AFFORDABLE CARE, AND DEFINING THE USE OF OBSERVATION SERVICES. FURTHER, HIRED CONSULTANTS ALSO SOUGHT INFORMATION AND ADVICE FROM THE SOUTHEASTERN MASSACHUSETTS DELEGATION IN SUPPORT OF EXPANDING COVERAGE AND ACCESS TO BEHAVIORAL HEALTH SERVICES, PROTECTING HEALTH CARE REFORM FUNDING, AND THE COLLECTION OF HEALTH CARE CO-INSURANCE AND DEDUCTIBLES.

Schedule C (Form 990 or 990EZ) 2012

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet

Attach to Form 990. SchDMd Bullet

See separate instructions.

OMB No. 1545-0047

2012

Open to Public Inspection

Name of the organization

Southcoast Hospitals Group Inc

Employer identification number

22-2592333

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate contributions to (during year) ...
3	Aggregate grants from (during year) .....
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements .......................	2a
b	Total acreage restricted by conservation easements ..................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ....................	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenues included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenues included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2012

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIII and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21? .....................

Yes No

If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........

Part V

Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	b (c)Two years back	(d)Three years back	(e)Four years back
1a	Beginning of year balance ....	68,832,097	61,915,576	61,852,448	60,230,362	63,772,624
b	Contributions ........	31,658	4,176,570	2,307,038	171,211	83,724
c	Net investment earnings, gains, and losses	6,063,491	4,839,232	112,603	4,211,863	-984,990
d	Grants or scholarships .....
e	Other expenditures for facilities and programs ........	1,913,133	2,031,155	2,288,009	2,680,564	2,573,502
f	Administrative expenses ....	101,990	68,126	68,504	80,424	67,494
g	End of year balance ......	72,912,123	68,832,097	61,915,576	61,852,448	60,230,362

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

100.000 %

Permanent endowment SchDMd Bullet

0 %

Temporarily restricted endowment SchDMd Bullet

0 %

The percentages in lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment. See Form 990, Part X, line 10.

Description of property		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................	10,721,874		10,721,874
b	Buildings ................	357,362,965	185,010,987	172,351,978
c	Leasehold improvements ............	2,134,948	411,781	1,723,167
d	Equipment ................	338,701,345	232,855,809	105,845,536
e	Other .................	22,690,681		22,690,681
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......				313,333,236

Schedule D (Form 990) 2012

Page 3

Part VII

InvestmentsOther Securities. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b)Book value	(c) Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
(3)Other (A) ALTERNATIVE INVESTMENTS	13,723,875	F
(B) ALTERNATIVE INVESTMENTS	40,414,760	C







Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	54,138,635

Part VIII

InvestmentsProgram Related. See Form 990, Part X, line 13.

(a) Description of investment type		(b) Book value	(c) Method of valuation: Cost or end-of-year market value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. See Form 990, Part X, line 15.

(a) Description				(b) Book value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. See Form 990, Part X, line 25.

1.(a) Description of liability		(b) Book value
Federal income taxes		0
OTHER LONG-TERM LIABILITIES		9,279,289
NON-PENSION POST RETIREMENT BENEFITS		9,565,163
LONG-TERM INSURANCE RESERVES		32,777,528






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		51,621,980
2. Fin 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................

Schedule D (Form 990) 2012

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains on investments ..........	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1.....................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.......................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities ..........	2a
b	Prior year adjustments ..............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d......................		2e
3	Subtract line 2e from line 1.....................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.......................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Identifier	Return Reference	Explanation
PART V, LINE 4		SOUTHCOAST'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE A SOURCE OF INCOME TO SUPPORT SOUTHCOAST'S TAX EXEMPT PURPOSE OF PROVIDING QUALITY HEALTH CARE SERVICES TO PEOPLE IN SOUTHCOAST'S SERVICE AREA.

Schedule D (Form 990) 2012

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Form 990-EZ filers are not required to complete this part. right arrow

Attach to Form 990 or Form 990-EZ. right arrow

See separate instructions.

OMB No. 1545-0047

2012

Open to Public Inspection

Name of the organization
Southcoast Hospitals Group Inc

Employer identification number

22-2592333

Part I

Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

Yes

If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total .................

List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2012

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 Golf Tournament (event type)	(b) Event #2 Golf Tournament (event type)	(c) Other events 4 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . .	528,039	162,567	118,626	809,232
2	Less: Contributions . .	424,783	143,624	93,001	661,408
3	Gross income (line 1 minus line 2) . . .	103,256	18,943	25,625	147,824
4	Cash prizes . . .	500	750		1,250
5	Noncash prizes . .	32,732	15,337		48,069
6	Rent/facility costs . .	27,775	19,264	1,500	48,539
7	Food and beverages .	17,226	14,811	4,834	36,871
8	Entertainment . . .			1,550	1,550
9	Other direct expenses .	4,865	3,308	1,060	9,233
10	Direct expense summary. Add lines 4 through 9 in column (d) ...........				145,512
11	Net income summary. Combine line 3, column (d), and line 10. ..........				2,312

Part III

Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

(a) Bingo

(b) Pull tabs/Instant
bingo/progressive bingo

(c) Other gaming

(d) Total gaming (add col.(a) through col.(c))

Gross revenue . . . .

Cash prizes . . . .

Non-cash prizes . . .

Rent/facility costs . . .

Other direct expenses . .

Volunteer labor . . .

	Yes
	No

	Yes
	No

	Yes
	No

Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow

Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow

Enter the state(s) in which the organization operates gaming activities:

Is the organization licensed to operate gaming activities in each of these states? ............

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2012

Page 3

Does the organization operate gaming activities with nonmembers? .................

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? ..........................

YesNo

Indicate the percentage of gaming activity operated in:

The organization's facility ......................

13a

An outside facility ........................

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? ......................................

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? ............................

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).

Identifier	Return Reference	Explanation

Schedule G (Form 990 or 990-EZ) 2012

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H (Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet

Attach to Form 990. MediumBullet

See separate instructions.

OMB No. 1545-0047

2012

Open to Public Inspection

Name of the organization

Southcoast Hospitals Group Inc

Employer identification number

22-2592333

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...

Yes

If "Yes," was it a written policy? .......................

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other 400 %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: .........

200% 250% 300% 350% 400% Other %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

Yes

Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? ..............

Did the organization prepare a community benefit report during the tax year? ..........

Yes

If "Yes," did the organization make it available to the public? ..............

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) ..		300,000	20,707,483	13,891,179	6,816,304	0.970 %
b	Medicaid (from Worksheet 3, column a) ....			123,288,733	102,379,289	20,909,444	2.990 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) .			19,368,618	18,174,296	1,193,692	0.170 %
d	Total Financial Assistance and Means-Tested Government Programs .		300,000	163,364,834	134,444,764	28,919,440	4.130 %
Other Benefits			300,000	4,886,649	0	4,886,649	0.700 %
e	Community health improvement services and community benefit operations (from Worksheet 4) ..		300,000	4,886,649	0	4,886,649	0.700 %
f	Health professions education (from Worksheet 5) ..	14	5,000	252,850	0	252,850	0.040 %
g	Subsidized health services (from Worksheet 6) ..			3,680,928	2,976,337	704,591	0.100 %
h	Research (from Worksheet 7)
i	Cash and in-kind contributions for community benefit (from Worksheet 8)			230,776	0	230,776	0.030 %
j	Total. Other Benefits ..	14	305,000	9,051,203	2,976,337	6,074,866	0.870 %
k	Total. Add lines 7d and 7j .	14	605,000	172,416,037	137,421,101	34,994,306	5.000 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2012

Schedule H (Form 990) 2012

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community building expense	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development
3	Community support	1	4,600	85,000	85,000	0.010 %
4	Environmental improvements
5	Leadership development and training for community members	6		56,227	56,227	0.010 %
6	Coalition building	9		66,945	66,945	0.010 %
7	Community health improvement advocacy	3		4,000	4,000	0 %
8	Workforce development			3,062	3,062	0 %
9	Other
10	Total	19	4,600	215,234	215,234	0.030 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

16,322,296

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

8,737,376

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

Enter total revenue received from Medicare (including DSH and IME).....

306,816,634

Enter Medicare allowable costs of care relating to payments on line 5.....

324,094,211

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-17,277,577

Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(d) Officers, directors, trustees, or key employees' profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2012

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions) How many hospital facilities did the organization operate during the tax year?1 Name, address, and primary website address					Other (Describe)
1	SHG INC 101 PAGE STREET NEW BEDFORD,MA02740	X	X	X	ACUTE CARE HOSPITAL

Schedule H (Form 990) 2012

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Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	SHG INC
Name of hospital facility or facility reporting group

For single facility filers only: line Number of Hospital Facility (from Schedule H, Part V, Section A)

Yes

Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9....................

Yes

If “Yes,” indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

Information gaps that limit the hospital facility’s ability to assess the community’s health needs

Other (describe in Part VI)

Indicate the tax year the hospital facility last conducted a CHNA: 20 12

In conducting its most recent CHNA, did the hospital facility take into account input from representatives of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ....................

Yes

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI................................

Did the hospital facility make its CHNA report widely available to the public? .............

Yes

If “Yes,” indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website

Available upon request from the hospital facility

Other (describe in Part VI)

If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply to date):

Adoption of an implementation strategy that addresses each of the community health needs identified through the CHNA

Execution of the implementation strategy

Participation in the development of a community-wide plan

Participation in the execution of a community-wide plan

Inclusion of a community benefit section in operational plans

Adoption of a budget for provision of services that address the needs identified in the CHNA

Prioritization of health needs in its community

Prioritization of services that the hospital facility will undertake to meet health needs in its community

Other (describe in Part VI)

Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........

Yes

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ...........................

If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ......

If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2012

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Part VFacility Information (continued)

Financial Assistance Policy			Yes	No
9	Did the hospital facility have in place during the tax year a written financial assistance policy that:
	Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care?	9	Yes
10	Used federal poverty guidelines (FPG) to determine eligibility for providing free care?...........	10		No
	If "Yes," indicate the FPG family income limit for eligibility for free care: 400.% If "No," explain in Part VI the criteria the hospital facility used.
11	Used FPG to determine eligibility for providing discounted care?.................	11		No
	If “Yes,” indicate the FPG family income limit for eligibility for discounted care: % If "No," explain in Part VI the criteria the hospital facility used.
12	Explained the basis for calculating amounts charged to patients?.................	12	Yes
	If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a	Income level
b	Asset level
c	Medical indigency
d	Insurance status
e	Uninsured discount
f	Medicaid/Medicare
g	State regulation
h	Other (describe in Part VI)
13	Explained the method for applying for financial assistance?...................	13	Yes
14	Included measures to publicize the policy within the community served by the hospital facility?.......	14	Yes
	If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a	The policy was posted on the hospital facility’s website
b	The policy was attached to billing invoices
c	The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d	The policy was posted in the hospital facility’s admissions offices
e	The policy was provided, in writing, to patients on admission to the hospital facility
f	The policy was available upon request
g	Other (describe in Part VI)
Billing and Collections
15	Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?.......	15	Yes
16	Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a	Reporting to credit agency
b	Lawsuits
c	Liens on residences
d	Body attachments
e	Other similar actions (describe in Part VI)
17	Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?..........	17		No
	If “Yes,” check all actions in which the hospital facility or a third party engaged:
a	Reporting to credit agency
b	Lawsuits
c	Liens on residences
d	Body attachments
e	Other similar actions (describe in Part VI)

Schedule H (Form 990) 2012

Page

Part VFacility Information (continued)

Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):

Notified individuals of the financial assistance policy on admission

Notified individuals of the financial assistance policy prior to discharge

Notified individuals of the financial assistance policy in communications with the patients regarding the patients’ bills

Documented its determination of whether patients were eligible for financial assistance under the hospital facility’s financial assistance policy

Other (describe in Part VI)

Policy Relating to Emergency Medical Care

Yes

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..........

Yes

If “No,” indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)

Other (describe in Part VI)

Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged

The hospital facility used the average of its three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged

The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged

Other (describe in Part VI)

During the tax year, did the hospital facility charge any FAP-eligible individuals to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care? ............................

If “Yes,” explain in Part VI.

During the tax year, did the hospital facility charge any FAP-eligible individuals an amount equal to the gross charge for any service provided to that individual? .........................

If “Yes,” explain in Part VI.

Schedule H (Form 990) 2012

Page

Part VFacility Information (continued)

Section C. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, from largest to smallest) How many non-hospital health care facilities did the organization operate during the tax year?
Name and address		Type of Facility (describe)
1
2
3
4
5
6
7
8
9
10

Schedule H (Form 990) 2012

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Part VI

Supplemental Information

Complete this part to provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; Part V, Section A; and Part V, Section B, lines 1j, 3, 4, 5c, 6i, 7, 10, 11, 12h, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any needs assessments reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
8	Facility reporting group(s). If applicable, for each hospital facility in a facility reporting group provide the descriptions required for Part V, Section B, lines 1j, 3, 4, 5c, 6i, 7, 10, 11, 12h, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22.

Identifier	ReturnReference	Explanation
PART I, LINE 3C		DISCOUNTS ARE AFFORDED TO A "QUALIFYING PATIENT" - PATIENT WHO IS NOT ELIGIBLE FOR OTHER FINANCIAL ASSISTANCE AND WHO IS UNINSURED FOR MEDICALLY NECESSARY HOSPITAL SERVICES. ELIGIBLE BALANCES ARE THOSE AMOUNTS FOR WHICH QUALIFYING PATIENTS HAVE FULL RESPONSIBILITY DUE TO LACK OF INSURANCE. OBLIGATIONS DO NOT INCLUDE CO-INSURANCE, DEDUCTIBLES OR BALANCES DUE AFTER INSURANCE OR OUT-OF-NETWORK SERVICES. A DISCOUNT OF 25% OF THE TOTAL CHARGES WILL BE APPLIED AT THE TIME OF INITIAL BILLING. ADDITIONAL DISCOUNTS MAY BE POSSIBLE BASED ON THE SIZE OF THE BALANCE, TIMELINESS OF PAYMENT AND FINANCIAL NEED. THESE ARE GIVEN INDIVIDUAL CONSIDERATION. SOUTHCOAST WILL SEEK TO ADVISE QUALIFYING PATIENTS WITH RESPECT TO AVAILABILITY OF DISCOUNT PURSUANT TO THIS POLICY AS WELL AS THE AVAILABILITY OF LOW INCOME AND MASSHEALTH BENEFITS.
PART I, LINE 7		ACTUAL COST FOR ALL SOUTHCOAST 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 SOUTHCOAST'S LEVEL II NURSERY, INPATIENT AND OUTPATIENT PSYCHIATRIC SERVICES AND INPATIENT REHABILITATIVE SERVICES. SOUTHCOAST IS THE SOLE PROVIDER 0F THESE SERVICES IN ITS COMMUNITIES AND PROVIDES SUCH SERVICES AS A COMMUNITY BENEFIT DESPITE THE LOSSES INCURRED.
PART II (1)		SOUTHCOAST'S COMMUNITY BUILDING ACTIVITIES INCLUDED PURCHASE OF NEEDED AMBULANCE MONITORING EQUIPMENT FOR ONE OF ITS SMALL RURAL TOWNS, ROCHESTER, AND SUPPORT OF THE CONSTRUCTION OF A HOMELESS SHELTER IN NEW BEDFORD. MANY OF SOUTHCOAST'S CITIES AND TOWNS ARE CHALLENGED IN UPGRADING EMERGENCY HEALTH SYSTEMS AND EQUIPMENT AND SOUTHCOAST PERIODICALLY ASSISTS WITH THAT. SOUTHCOAST ALSO INVESTED FUNDS AND SERVED IN A LEADERSHIP ROLE IN SEVERAL COMMUNITY COALITIONS THAT ENGAGE IN "SYSTEM AND ENVIRONMENT" CHANGE TO CREATE HEALTHY LIFESTYLE OPTIONS FOR RESIDENTS. THIS INCLUDED A LEADERSHIP ROLE WITH PARKS ADVOCATES IN FALL RIVER TO IMPROVE AN URBAN PARK AND WORK WITH THE REGIONAL COALITION, VOICES FOR A HEALTHY SOUTHCOAST, WHICH FOCUSED ON CREATION OF A REGIONAL BIKE PATH THAT LINKS THE ENTIRE SOUTH COAST.
PART III, LINE 4		FOR PATIENTS THAT DO NOT QUALIFY FOR CHARITY CARE, SOUTHCOAST RECOGNIZES REVENUE ON THE BASIS OF ITS STANDARD RATES FOR SERVICES PROVIDED BY POLICY. ON THE BASIS OF HISTORICAL EXPERIENCE, A PORTION OF SOUTHCOAST'S UNINSURED PATIENTS WILL BE UNABLE OR UNWILLING TO PAY FOR THE SERVICES PROVIDED. THUS, SOUTHCOAST RECORDS A PROVISION FOR BAD DEBTS RELATED TO UNINSURED PATIENTS IN THE PERIOD THE SERVICES ARE PROVIDED.
PART III, LINE 8		THE COST ACCOUNTING METHODOLOGY USED IS THE SAME METHODOLGY USED FOR THE MEDICARE SHORTFALL. THE MEDICARE SHORTFALL SHOULD BE RECOGNIZED AS A COMMUNITY BENEFIT SINCE SOUTHCOAST IS REQUIRED TO PROVIDE SERVICES TO ALL REGARDLESS OF THE ABILITY TO PAY FOR SUCH SERVICES.
PART III, LINE 9B		SOUTHCOAST'S CREDIT AND COLLECTION POLICY CONTAINS PROVISIONS REGARDING COLLECTION PRACTICES TO BE FOLLOWED FOR PATIENTS KNOWN TO QUALIFY FOR CHARITY CARE OR OTHER FINANCIAL ASSISTANCE. FOR INDIVIDUALS DETERMINED TO BE LOW INCOME PATIENTS ANY SERVICES PROVIDED PRIOR TO SUCH DETERMINATION DATE AND NOT COVERED UNDER THE SAFETY NET (HSN) WILL BE WRITTEN OFF AS CHARITY CARE. ANY SERVICE DENIED BY THE HSN FOR THE MEDICALLY NECESSARY WILL ALSO BE CONSIDERED CHARITY CARE ANY COPAYMENTS OR DEDUCTIBLES FOR MASSHEALTH AND MASSHEALTH MANAGED CARE RECIPIENTS WILL BE CONSIDERED CHARITY CARE IF UNRESOLVED AT THE CONCLUSION OF SOUTHCOAST'S COLLECTION PROCESS. THE FOLLOWING ARE EXEMPT FROM ANY COLLECTION OR BILLING PROCEDURES BEYOND THE INITIAL BILL PURSUANT TO STATE REGULATIONS: 1. PATIENTS ENROLLED IN A PUBLIC HEALTH INSURANCE PROGRAM, EXCEPT SOUTHCOAST MAY SEEK COLLECTION ACTION AGAINST ANY PATIENT ENROLLED IN A PUBLIC HEALTH INSURANCE PROGRAM FOR THEIR REQUIRED COPAYMENTS AND DEDUCTIBLES AS SET FORTH IN EACH PLAN; 2. SOUTHCOAST MAY INITIATE BILLING AND COLLECTION FOR A PATIENT ALLEGING TO PARTICIPATE IN A FINANCIAL ASSISTANCE PROGRAM THAT COVERS THE COSTS OF SOUTHCOAST SERVICES BUT FAILS TO PROVIDE PROOF OF PARTICIPATION; 3. SOUTHCOAST MAY CONTINUE COLLECTION ACTION ON ANY LOW INCOME PATIENT FOR SERVICES RENDERED PRIOR TO THE LOW INCOME DETERMINATION, HOWEVER, COLLECTION ACTION WILL CEASE ONCE ELIGIBILITY IS DETERMINED; AND 4. SOUTHCOAST WILL NOT SEEK COLLECTION FROM AN INDIVIDUAL WHO HAS BEEN APPROVED FOR MEDICAL HARDSHIP UNDER THE MASSACHUSETTS HSN WITH RESPECT TO THE AMOUNT OF THE BILL EXCEEDING THE MEDICAL HARDSHIP CONTRIBUTION. SOUTHCOAST WILL NOT PURSUE COLLECTION FROM A PATIENT INVOLVED IN BANKRUPTCY PROCEEDING AND WILL NOT CHARGE INTEREST IN AN OVERDUE BALANCE OF A LOW INCOME PATIENT.
PART V, SECTION B, LINE 1		WORKING COLLABORATIVELY WITH COMMUNITY PARTNERS, SOUTHCOAST'S COMMUNITY HEALTH NEEDS ASSESSMENT HAS ASSISTED IN SETTING MEASUREABLE GOALS IN ADDRESSING PRESSING COMMUNITY HEALTH NEEDS. OUR HEALTH NEEDS ASSESSMENT AIDS US IN TRACKING AND ADJUSTING THESE GOALS ON AN ANNUAL BASIS.
PART V, SECTION B, LINE 3		SOUTHCOAST CONTINUOUSLY WORKS WITH COMMUNITY PARTNERS TO ASSESS HEALTH NEEDS IN AN ONGOING WAY. WE WORK CLOSELY WITH THREE MAJOR HEALTH AND HUMAN SERVICES COALITIONS, PARTNERS FOR A HEALTHIER COMMUNITY IN FALL RIVER, GREATER NEW BEDFORD ALLIES FOR HEALTH AND WELLNESS IN NEW BEDFORD AND THE WAREHAM COMMUNITY SERVICES COLLABORATIVE, TO ORGANIZE FOCUS GROUPS, KEY INFORMANT INTERVIEWS AND OTHER NEEDS ASSESSMENT OUTREACH. WE ALSO WORKED IN 2013 WITH THE WAREHAM COUNCIL ON HOMELESSNESS, TO CONDUCT NEEDS ASSESSMENT IN THE HOMELESS COMMUNITY AND ALSO AMONG AGENCIES THAT SERVE THEM. THIS PAST YEAR SOUTHCOAST ALSO WORKED WITH THE SOUTHCOAST HEALTH HOUSING AND WORKPLACE INITIATIVE TO CONDUCT RESEARCH ON HEALTH HABITS AMONG PUBLIC HOUSING RESIDENTS. WE ALSO WORKED RECENTLY WITH THE DEPARTMENT OF PUBLIC HEALTH ON LOCAL RESEARCH EXAMINING CANCER DISPARITIES.
PART V, SECTION B, LINE 5		WE SHARE RESULTS OF OUR NEEDS ASSESSMENT WIDELY WITH COMMUNITY PARTNERS. THIS PAST YEAR, IT WAS USED IN COALITION BUILDING FOR A MAJOR GRANT FROM THE MASSACHUSETTS PREVENTION AND WELLNESS TRUST FUND AND ALSO AS A MAJOR PART OF A NEEDS ASSESSMENT FOR PARTNERS FOR A HEALTHIER COMMUNITY. SOUTHCOAST IS PARTNERING WITH A NUMBER OF COMMUNITY GROUPS TO FORM A NEW NEEDS ASSESSMENT COLLABORATIVE THAT WILL PRODUCE A NEW WEB SITE THAT WILL BE HOUSED AT THE UNIVERSITY OF MASSACHUSETTS DARTMOUTH URBAN INSTITUTE. THIS DATABASE, WHICH WILL HOUSE NEEDS ASSESSMENTS PERFORMED THROUGHOUT THE SOUTH COAST, WILL BE AVAILABLE FOR ACCESS BY LOCAL AGENCIES AND THE COMMUNITY AS A WHOLE.
PART V, SECTION B, LINE 7		WE HAVE DEVELOPED PLANS AND MEASURABLE GOALS FOR ADDRESSING ALL OF THE NEEDS IDENTIFIED IN OUR MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT. ALTHOUGH WE MAY NOT ATTAIN ALL OF THESE GOALS WE ARE WORKING TO HAVE A POSITIVE IMPACT ON ALL OF THE IDENTIFIED NEEDS.
PART V, SECTION B, LINE 11		DISCOUNTS ARE AFFORDED TO A "QUALIFYING PATIENT" - A PATIENT WHO IS NOT ELIGIBLE FOR OTHER FINANCIAL ASSISTANCE AND WHO IS UNINSURED FOR MEDICALLY NECESSARY HOSPITAL SERVICES. ELIGIBLE BALANCES ARE THOSE AMOUNTS FOR WHICH QUALIFYING PATIENTS HAVE FULL RESPONSIBILITY DUE TO LACK OF INSURANCE. OBLIGATIONS DO NOT INCLUDE CO-INSURANCE, DEDUCTIBLES OR BALANCES DUE AFTER INSURANCE OR OUT - OF - NETWORK SERVICES. A DISC0UNT OF 25 % 0F THE TOTAL CHARGES WILL BE APPLIED AT THE TIME OF INITIAL BILLING. ADDITIONAL DISCOUNTS MAY BE POSSIBLE BASED ON THE SIZE OF THE BALANCE, TIMELINESS OF PAYMENT AND FINANCIAL NEED. THESE ARE GIVEN INDIVIDUAL CONSIDERATION. SOUTHCOAST WILL SEEK TO ADVISE QUALIFYING PATIENTS WITH RESPECT TO AVAILABILITY OF DISCOUNTS PURSUANT TO THIS POLICY, AS WELL AS THE AVAILABILITY OF LOW INCOME AND MASSHEALTH BENEFITS.
PART V, SECTION B, LINE 20D		SOUTHCOAST USED THE FINANCIAL GUIDELINES ESTABLISHED BY THE COMMONWEALTH OF MASSACHUSETTS FOR DETERMINING ELIGIBILITY FOR FINANCIAL ASSISTANCE, INCLUDING MASSHEALTH AND THE HEALTH SAFETY NET.
PART VI, LINE 2		SOUTHCOAST COMPLETED ITS FIRST COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT IN 1998 AND THIS HAS BEEN UPDATED AND EXPANDED UPON ON AN ANNUAL BASIS THROUGH REGULAR ANALYSIS OF PUBLIC HEALTH DATA, PRIMARY DISEASE RATE DATA AVAILABLE THROUGH OUR HEALTH SYSTEM, AND PERIODIC FOCUS GROUPS, INTERVIEWS AND NEEDS ASSESSMENT MEETINGS WITH COLLABORATIVE PARTNERS. IN FY 2013, WE WORKED WITH THE UNIVERSITY OF MASSACHUSETTS DARTMOUTH PUBLIC POLICY INSTITUTE TO CONDUCT A COMPREHENSIVE AND EXTENSIVE UPDATE AND ANALYSIS OF OUR COMMUNITY HEALTH NEEDS ASSESSMENT. THE HIGHLIGHTS OF THIS NEEDS ASSESSMENT ARE SHARED ON A REGULAR BASIS WITH COMMUNITY GROUPS AND ARE USED FOR PLANNING PURPOSES BY LOCAL AND REGIONAL COALITIONS. IN 2014, OUR MOST RECENT NEEDS ASSESSMENT WILL BECOME PART OF A REGIONAL HEALTH AND HUMAN SERVICES NEEDS ASSESSMENT DASHBOARD, HOUSED AS PART OF THE URBAN INITIATIVES WEB SITE AT UMASS DARTMOUTH. THIS COMPREHENSIVE NEW TOOL WILL INCLUDE A WIDE RANGE OF HEALTH, SOCIAL AND DEMOGRAPHIC DATA FROM MANY PARTNERS ON THE SOUTH COAST. FOR FISCAL YEAR 2013, SOURCES FOR OUR NEEDS ASSESSMENT INCLUDED: - A COMPREHENSIVE REVIEW AND ANALYSIS OF REGIONAL HEALTH DATA, WITH THE ASSISTANCE OF THE UNIVERSITY OF MASSACHUSETTS-DARTMOUTH, CENTER FOR POLICY ANALYSIS. - ETHNIC FOCUS GROUPS IN COLLABORATION WITH THE IMMIGRANTS ASSISTANCE CENTER, WHICH WORKS WITH IMMIGRANT POPULATIONS THROUGHOUT THE SOUTH COAST REGION, AND THE GREATER NEW BEDFORD COMMUNITY HEALTH CENTER, THE MAJOR PRIMARY HEALTH PROVIDER FOR HISPANIC RESIDENTS IN OUR REGION. THESE FOCUS GROUPS HIGHLIGHTED LANGUAGE AND CULTURAL BARRIERS THAT ETHNIC RESIDENTS ENCOUNTER WHEN ACCESSING HEALTH SERVICES IN OUR REGION. - NEEDS ASSESSMENT MEETINGS WITH THE MASSACHUSETTS FISHING PARTNERSHIP - FOCUS GROUPS AND KEY INFORMANT INTERVIEWS CONDUCTED IN COLLABORATION WITH VOICES FOR A HEALTHY SOUTHCOAST CONCERNING CANCER DISPARITIES. - SURVEY DATA ON HEALTH HABITS OF PUBLIC HOUSING RESIDENTS IN NEW BEDFORD, FALL RIVER AND WAREHAM, INCLUDING SMOKING, NUTRITION AND EXERCISE HABITS. THIS SURVEY WAS CONDUCTED IN PARTNERSHIP WITH VOICES FOR A HEALTHY SOUTHCOAST AND THE SOUTHCOAST HEALTHY HOUSING AND WORKPLACE INITIATIVE. - SURVEY OF DRUG AND ALCOHOL HABITS OF 18 TO 24 YEAR OLDS AT BRISTOL COMMUNITY COLLEGE, CONDUCTED AS PART OF A PRESCRIPTION DRUG EDUCATION PROGRAM THROUGH THE BOLD COALITION. - FOCUS GROUPS WITH PARENTS OF STUDENTS INVOLVED IN SOUTHCOAST RAPPP YOUTH RISK BEHAVIORS PROGRAM. - DEVELOPMENTAL ASSETS SURVEY DATA CONDUCTED IN 11 MIDDLE AND HIGH SCHOOLS ON THE SOUTH COAST - YOUTH RISK FACTOR BEHAVIOR SURVEY FALL RIVER - KEY INFORMANT INTERVIEWS AND FOCUS GROUPS CONDUCTED AS PART OF A REGIONAL NEEDS ASSESSMENT THROUGH THE GREATER NEW BEDFORD ALLIES FOR HEALTH AND WELLNESS. - KEY INFORMANT INTERVIEWS CONDUCTED BY PARTNERS FOR A HEALTHIER COMMUNITY, FALL RIVER. IN FISCAL YEAR 2012-2013, OUR NEEDS ASSESSMENT DATA WAS SHARED WITH AND UTILIZED BY: - GREATER NEW BEDFORD ALLIES FOR HEALTH AND WELLNESS (CHNA 26). - PARTNERS FOR A HEALTHIER COMMUNITY (CHNA25). - WAREHAM COMMUNITY SERVICES COLLABORATIVE. - VOICES FOR A HEALTH SOUTHCOAST. - WAREHAM BOYS AND GIRLS CLUB. - NEW BEDFORD HEALTH DEPARTMENT. - NEW BEDFORD HOUSING AUTHORITY. - WAREHAM HEALTH DEPARTMENT. - WAREHAM PUBLIC SCHOOLS FAMILY COUNCIL PROJECT. - YMCA SOUTHCOAST. OUR NEEDS ASSESSMENT IS POSTED ON THE SOUTHCOAST WEBSITE AND COMMUNITY MEMBERS ARE ENCOURAGED TO ENGAGE IN DIALOGUE CONCERNING THE FINDINGS. <WWW.SOUTHCOAST.ORG/NEWS/BENEFITS/#NEEDSASSESSMENT>
PART VI, LINE 3		SOUTHCOAST'S PATIENT FINANCIAL SERVICES DEPARTMENT (PFS) INFORMS AND EDUCATES, IN SEVERAL LANGUAGES APPROPRIATE TO ITS COMMUNITIES, ITS PATIENTS AND OTHER COMMUNITY RESIDENTS ABOUT THE TYPES OF ASSISTANCE AVAILABLE TO THEM, AND THE PFS STAFF PARTICIPATE IN NUMEROUS COMMUNITY OUTREACH PROJECTS AND EVENTS. PATIENTS PRESENTING FOR ANY TYPE OF SERVICE AT ANY POINT OF REGISTRATION WITHIN THE ORGANIZATION ARE PROVIDED WITH A FLYER INFORMING THEM WHERE TO CALL FOR FULL OR PARTIAL ASSISTANCE WITH THEIR BILLS. SIGNAGE IN THE MOST COMMON LANGUAGES IN SOUTHCOAST'S SERVICE AREA ARE POSTED AT ALL POINTS OF REGISTRATION. IN ADDITION, THERE IS A NOTATION PRINTED ON PATIENT BILLS INFORMING THEM WHERE TO CALL FOR ASSISTANCE WITH THEIR BILL. PFS STAFF IS LOCATED IN THE EMERGENCY DEPARTMENTS IN AN EFFORT TO REACH OUT TO UNINSURED AND UNDERINSURED PATIENTS THAT PRESENT TO THE EMERGENCY DEPARTMENT. PFS STAFF ALSO VISIT PATIENTS, INSURED OR UNINSURED, WHO HAVE EXPRESSED THE INABILITY TO MAKE A PAYMENT. ALL PATIENTS SCHEDULED FOR ELECTIVE SURGERY ARE REFERRED TO THE PFS DEPARTMENT BY SOUTHCOAST PRE-REGISTRATION STAFF IF THE PATIENT HAS EXPRESSSED AN INABILITY TO PAY.
PART VI, LINE 4		THE SOUTHCOAST HAS A POPULATION OF 340,312, WITH FALL RIVER AND NEW BEDFORD, THE REGIONS TWO CITIES, ACCOUNTING FOR 54.1% OF THE TOTAL. WHILE THE SOUTHCOASTS POPULATION GREW IN EACH OF THE PREVIOUS FOUR DECADES, ITS RATE OF GROWTH IS SLOWING; BETWEEN 2000 AND 2010, THE REGIONS POPULATION INCREASED BY ONLY 1.4%, WHILE IT INCREASED BY 3.1% STATEWIDE (SEE TABLE 1). POPULATION IS LIKELY TO CONTINUE TO GROW SLOWLY IN THE REGION OVER THE NEXT DECADE, PARTICULARLY DUE TO POOR ECONOMIC CONDITIONS IN THE REGIONS CITIES. THE POPULATION IS LESS DIVERSE IN THE SOUTHCOAST THAN IT IS STATEWIDE; 79.5% OF SOUTHCOAST RESIDENTS ARE WHITE NON-HISPANIC, COMPARED TO 70.8% OF RESIDENTS ACROSS THE STATE (SEE FIGURE 9). ADDITIONALLY, 7.3% OF SOUTHCOAST RESIDENTS ARE HISPANIC, 3.5% ARE AFRICAN AMERICAN, 0.5% ARE AMERICAN INDIAN, 1.4% ARE ASIAN, 0.03% ARE PACIFIC ISLANDER, 4.6% ARE SOME OTHER RACE, AND 3.1% ARE TWO OR MORE RACES. NEW BEDFORD IS THE MOST RACIALLY DIVERSE OF THE REGIONS COMMUNITIES, WITH 42.3% OF ITS POPULATION BEING NON-WHITE. THIS COMPARES TO 20.3% OF RESIDENTS IN FALL RIVER AND 15.8% OF RESIDENTS IN WAREHAM. THE RACIAL MAKEUP IN THE SOUTHCOAST IS CHANGING; FROM 2000 TO 2010 THE MINORITY POPULATION INCREASED BY 5.6 PERCENTAGE POINTS REGION-WIDE, 8.2 PERCENTAGE POINTS IN FALL RIVER, AND 11.0 PERCENTAGE POINTS IN NEW BEDFORD (SEE FIGURE 11). HISPANICS ACCOUNT FOR A SIGNIFICANT PORTION OF THIS CHANGE; THE NUMBER OF HISPANICS INCREASED BY 7.3 PERCENTAGE POINTS REGION-WIDE FROM 2000 TO 2010, AND BY 4.1 PERCENTAGE POINTS IN FALL RIVER AND 6.5 PERCENTAGE POINTS IN NEW BEDFORD. BOTH CITIES ALSO HAVE POCKETS OF UNDOCUMENTED IMMIGRANTS, INCLUDING SOUTH AND CENTRAL AMERICANS IN NEW BEDFORD. AGE COHORTS IN THE SOUTHCOAST ARE SIMILAR TO STATEWIDE AVERAGES, ALTHOUGH THE SOUTHCOAST HAS A SLIGHTLY HIGHER PERCENTAGE OF RESIDENTS AGE 65 AND OLDER IN COMPARISON TO THE STATE. FALL RIVER AND NEW BEDFORD CONTINUE TO LAG THE REGION IN MOST SOCIOECONOMIC METRICS, INCLUDING LOWER LEVELS OF EDUCATIONAL ATTAINMENT, HIGHER POVERTY LEVELS, AND HIGHER UNEMPLOYMENT, ALTHOUGH MANY OF THE REGIONS TOWNS ALSO STRUGGLE WITH THESE ISSUES, PARTICULARLY IN COMPARISON TO STATE AVERAGES.
PART VI, LINE 5		SOUTHCOAST HOSPITALS IN THIS PAST FISCAL YEAR INVESTED OVER $23 MILLION IN DIRECT SERVICES AND PROGRAMS THAT ARE DESIGNED TO ADDRESS PRESSING HEALTH ISSUES IN OUR REGION AND IMPROVE OUR COMMUNITIES HEALTH. WE WORK WITH LITERALLY HUNDREDS OF COMMUNITY PARTNERS TO ADOPT BEST PRACTICES IN COMMUNITY BENEFITS NEEDS ASSESSMENT AND PLANNING AND IMPLEMENT OUR PROGRAMS TO REACH THOSE WHO NEED THEM MOST. OUR COMMUNITY BENEFITS PRIORITIES THIS PAST YEAR INCLUDED: - REDUCTION OF THE HIGH RATE OF CARDIOVASCULAR DISEASE IN OUR REGION, AS WELL AS OTHER CHRONIC DISEASES, SUCH AS DIABETES AND ASTHMA. - REDUCTION IN THE INCIDENCE OF YOUTH RISK BEHAVIORS SUCH AS TEEN VIOLENCE, HIGH RATES OF TEEN PREGNANCY AND SUBSTANCE ABUSE. - IMPROVING ACCESS TO HEALTH CARE. - EXPANDING CANCER SCREENING AND EDUCATION, WITH A PARTICULAR FOCUS ON REDUCING - ADDRESSING HEALTH DISPARITIES THAT EXIST IN OUR REGION AMONG CERTAIN RACIAL, ETHNIC AND DEMOGRAPHIC GROUPS. - ADVOCACY AND PROGRAM DVELOPMENT THAT ADDRESSES "SYSTEM AND ENVIRONMNET CHANGE", BOTH AT OUR HOSPITALS AND IN THE COMMUNITY, THAT IS DESIGNED TO INCREASE HEALTHY LIFESTYLE OPTIONS AND DECREASE RISK FACTORS, SUCH AS A HIGH RATE OF SMOKING, LACK OF ACCESS TO HEALTHY FOODS AND PHYSICAL INACTIVITY. OUR EFFORTS FOCUS ON VULNERABLE POPULATIONS THAT FACE CONSIDERABLE BARRIERS TO ADOPTING A HEALTHY LIFESTYLE. - ADDRESSING HOMELESSNESS IN ONE OF OUR MAJOR TOWNS, WAREHAM, WHERE THE COUNTS OF UNSHELTERED HOMELESS APPROACH THOSE IN THE MUCH LARGER CITIES IN OUR REGION. - BEHAVIORAL HEALTH ISSUES THAT INCLUDE SUBSTANCE ABUSE AND MENTAL HEALTH. SOUTHCOAST SERVES A LARGE POPULATION WITH BEHAVIORAL HEALTH ISSUES WHICH IMPACT OUR EMERGENCY DEPARTMENTS AND THE REGIONS ONLY INPATIENT PSYCHIATRIC UNIT. ALSO, OUR REGIONAL BEHAVIORAL HEALTH SYSTEM IS FRAGMENTED AND POORLY COORDINATED. OUR COMMUNITY BENEFITS ACTIVITIES IN 2013 INCLUDED: - A MAJOR HEALTH NEEDS ASSESSMENT, CONDUCTED WITH THE ASSISTANCE OF THE UNIVERSITY OF MASSACHUSETTS DARTMOUTH CENTER FOR POLICY ANALYSIS, WHICH PROVIDED A COMPREHENSIVE ANALYSIS OF OUR REGIONS DEMOGRAPHICS AND MOST PRESSING HEALTH NEEDS. THIS WAS SHARED WIDELY WITH COMMUNITY PARTNERS AND INCLUDED INPUT FROM BROAD SECTIONS OF OUR COMMUNITIES. IT WILL HELP BOTH SOUTHCOAST AND OUR PARTNERS ENGAGE IN MEANINGFUL AND COLLABORATIVE INTERVENTIONS. - PROGRAMMING THAT REACHED HUNDREDS OF THOUSANDS OF RESIDENTS. HIGHLIGHTS INCLUDE: * OVER 30,000 HEALTH SCREENINGS THAT REACHED MORE THAN 13,000 PEOPLE. THIS INCLUDED SCREENINGS FOR CARDIOVASCULAR DISEASE, CANCER, DIABETES AND STROKE AND MADE SPECIAL EFFORTS TO REACH OUR MOST VULNERABLE AND UNDER-SERVED POPULATIONS. * EDUCATION ON TEEN PREGNANCY AND OTHER YOUTH RISK FACTORS THAT REACHED OVER 2000 TEENS IN 12 AREA SCHOOLS. WE ALSO REACHED OVER 2000 TEENS WITH AN AFTER SCHOOL DROP IN CENTER AT OUR RAPPP OFFICES. * TARGETED OUTREACH THAT HELPED OVER 10,000 RESIDENTS OBTAIN OR KEEP THEIR HEALTH INSURANCE. * COALITION BUILDING THAT HELPED MAKE MEANINGFUL NEW CONNECTIONS ACROSS BOTH COMMUNITIES AND OUR REGION. * EXTENSIVE AND COLLABORATIVE WORK ON SMOKING CESSATION AND PREVENTION THAT ENCOMPASSED REGULATORY SYSTEM AND ENVIRONMENT CHANGE ALONG WITH EDUCATION AND CLINICAL SUPPORT FOR SMOKING CESSATION. AS A RESULT, WE HAVE HUNDREDS OF AREA RESIDENTS MAKING QUIT ATTEMPTS-- MANY WHO HAVE SMOKED FOR DECADES AND PUT THEMSELVES AT GREAT RISK FOR A WHOLE RANGE OF HEALTH PROBLEMS SOUTHCOAST HOSPITALS GROUP, INCLUDING CHARLTON MEMORIAL HOSPITAL, ST. LUKES HOSPITAL AND TOBEY HOSPITAL, IS COMMITTED TO IMPROVING THE HEALTH STATUS OF THE COMMUNITIES WE SERVE, BY IDENTIFYING PRESSING HEALTH NEEDS AND COLLABORATING WITH COMMUNITY PARTNERS TO PRIORITIZE AND MEET THOSE NEEDS. WE ACCOMPLISH THIS THROUGH: - IDENTIFYING THE UNMET HEALTH NEEDS OF THE COMMUNITY THROUGH A NEEDS ASSESSMENT PROCESS THAT INCLUDES COLLABORATION WITH RELEVANT COMMUNITY HEALTH COALITIONS AND NETWORKS AND OTHER COMMUNITY REPRESENTATIVES AND PROVIDERS. - PRIORITIZING HEALTH NEEDS AND IDENTIFYING WHICH NEEDS CAN MOST EFFECTIVELY BE MET THROUGH THE RESOURCES OF SOUTHCOAST HOSPITALS GROUP, AND ITS AFFILIATED CORPORATIONS, PARTICULARLY THE NEEDS OF THE UNINSURED AND THE MEDICALLY UNDERSERVED NEEDING ENHANCED ACCESS TO CARE. - COLLABORATING WITH LOCAL HEALTH PROVIDERS, HUMAN SERVICES AGENCIES, ADVOCACY GROUPS AND OTHERS TO DEVELOP COOPERATIVE PLANS AND PROGRAMS TO ADDRESS PRESSING COMMUNITY HEALTH NEEDS. - DEVELOPING COMMUNITY BENEFITS PLANS THAT INCORPORATE THE SOCIAL DETERMINANTS OF HEALTH FRAMEWORK, INCLUDING ENVIRONMENTAL, SOCIAL AND OTHER DEMOGRAPHIC FACTORS THAT MAY INFLUENCE HEALTH STATUS. - RECOMMENDING TO THE SOUTHCOAST HOSPITALS GROUP BOARD OF TRUSTEES THE ADOPTION OF MEANINGFUL PROGRAMS AND SERVICES TO ADDRESS SPECIFICALLY UNMET NEEDS AND TO IMPROVE THE HEALTH OF ALL MEMBERS OF OUR COMMUNITY. OUR TARGET POPULATION IS DETERMINED BY OUR COMPREHENSIVE HEALTH NEEDS ASSESSMENT AND IS REVIEWED ON AN ANNUAL BASIS. OUR TARGET POPULATIONS INCLUDE: - SOUTH COAST RESIDENTS WHO SUFFER DISPROPORTIONATELY FROM CHRONIC DISEASE SUCH AS CARDIOVASCULAR DISEASE, DIABETES, CANCER AND RESPIRATORY DISEASE. PARTICULAR FOCUS IS GIVEN TO RESIDENTS WHO EXPERIENCE BARRIERS TO CARE DUE TO LANGUAGE, CULTURE, RACE, INCOME OR EDUCATION. - AREA YOUTH WHO ARE AT HIGH RISK FOR PROBLEMS SUCH AS TEEN PREGNANCY, VIOLENCE, SUBSTANCE ABUSE AND OTHER RISKY BEHAVIORS THAT IMPACT HEALTH AND WELLBEING. THIS INCLUDES GAY/LESBIAN/BISEXUAL/TRANSGENDER (GLBT) YOUTH. - RESIDENTS WHO LACK ACCESS TO REGULAR PRIMARY HEALTH CARE DUE TO LACK OF HEALTH INSURANCE OR OTHER BARRIERS. - RESIDENTS AND THEIR FAMILIES WHO ARE AFFECTED BY SUBSTANCE ABUSE. - RESIDENTS AND THEIR FAMILIES WHO ARE IMPACTED BY MENTAL/BEHAVIORAL HEALTH ISSUES, PARTICULARLY THOSE WHO EXPERIENCE BARRIERS TO CARE ARE FORCED TO RELY ON THE SOUTHCOAST EMERGENCY DEPARTMENT FOR REGULAR CARE. - AREA BOARDS OF HEALTH, EMERGENCY MEDICAL SERVICES AND OTHER MUNICIPAL AGENCIES WHOSE PROGRAMS IMPACT A NUMBER OF ASPECTS OF HEALTH FOR THEIR RESIDENTS, AND WHO HAVE EXPERIENCED SEVERE BUDGET CUTS THAT HAVE IMPACTED THESE PROGRAMS, WHICH MAY INCLUDE SMOKING CESSATION AND PREVENTION, CHRONIC DISEASE MANAGEMENT AND EMERGENCY PREPAREDNESS. - PUBLIC HOUSING RESIDENTS, WHO SUFFER DISPROPORTIONATELY FROM HEALTH DISPARITIES AND HAVE HIGH RATES OF UNHEALTHY RISK FACTORS INCLUDING SMOKING, OBESITY, HYPERTENSION, ETC,. - HOMELESS RESIDENTS IN THE TOWN OF WAREHAM, WHERE THE RATE OF UNSHELTERED HOMELESSNESS EXCEEDS OTHER TOWNS IN THE REGION AND APPROACHES SOUTHCOAST CITIES THAT HAVE FIVE TIMES THE POPULATION. - THOSE IN OUR COMMUNITIES WHO EXPERIENCE HEALTH DISPARITIES DUE TO RACIAL, ETHNIC OR ECONOMIC FACTORS. THESE INCLUDE RESIDENTS FOR WHOM ENGLISH IS NOT A FIRST LANGUAGE, ESPECIALLY UNDOCUMENTED IMMIGRANTS. - THE FISHING COMMUNITY IN NEW BEDFORD, WHO EXPERIENCE HIGHER RATES OF CHRONIC HEALTH ISSUES DUE TO BARRIERS TO HEALTH ACCESS. THE SOUTHCOAST COMMUNITY BENEFITS PROGRAM IS UNDER THE OVERALL DIRECTION OF A COMMUNITY BENEFITS COMMITTEE THAT MEETS REGULARLY TO REVIEW AND AUTHORIZE ACTIVITIES AND EXPENDITURES RELATED TO COMMUNITY BENEFITS. THIS COMMITTEE REPORTS TO THE SOUTHCOAST HOSPITALS GROUP BOARD OF TRUSTEES AND IS CHAIRED BY A TRUSTEE. THE COMMITTEE INCLUDES SOUTHCOAST LEADERSHIP AND STAFF, ALONG WITH REPRESENTATIVES FROM THE VARIOUS COMMUNITIES SERVED BY SOUTHCOAST HOSPITALS. MANY OF OUR COMMUNITY MEMBERS HAVE EXPERTISE IN MATTERS CONCERNING THE HEALTH AND WELFARE OF THE COMMUNITY AND ARE ACTIVE MEMBERS OF LOCAL AND REGIONAL COALITIONS. THIS BOARD REPRESENTS THE DIVERSITY OF OUR REGION, WITH MEMBERS WHO ARE ACTIVE LEADERS IN MINORITY COMMUNITIES INCLUDING THE CAPE VERDEAN, HISPANIC AND PORTUGUESE COMMUNITIES. ADVISORY GROUPS, COMPRISED OF COMMUNITY MEMBERS AND HOSPITAL STAFF, PLAN AND CARRY OUT ACTIVITIES RELATED TO SOUTHCOASTS MAJOR COMMUNITY BENEFITS INITIATIVES. ALSO, A NUMBER OF SOUTHCOAST STAFF PARTICIPATE AND PROVIDE LEADERSHIP IN LOCAL AND REGIONAL COALITIONS, INCLUDING COMMUNITY HEALTH NETWORK AREAS (CHNA) IN FALL RIVER AND NEW BEDFORD, THE WAREHAM COMMUNITY SERVICES COLLABORATIVE, REGIONAL COALITIONS SUCH AS VOICES FOR A HEALTHY SOUTHCOAST AND MASS IN MOTION, A REGIONAL WORKSITE WELLNESS COLLABORATIVE, HEALTH ACCESS, HEALTH EQUITY AND YOUTH EMPOWERMENT TASK FORCES IN GREATER NEW BEDFORD AND FALL RIVER, A SUBSTANCE ABUSE COALITION, AND A REGIONAL FOOD COUNCIL. COMMUNITY BENEFITS ACTIVITIES BY SOUTHCOAST STAFF ARE ORGANIZED THROUGH AN INTERNAL COMMUNITY BENEFITS TASK FORCE THAT MEETS MONTHLY TO PLAN AND COORDINATE PROGRAMS AND ACTIVITIES. THIS TEAM CONSISTS OF REPRESENTATIVES FROM DEPARTMENTS THAT REGULARLY ENGAGE IN OUTREACH IN THE COMMUNITY, INCLUDING STAFF FROM OUR SOUTHCOAST HEALTH VAN, SOCIAL SERVICES, STROKE OUTREACH, DIABETES MANAGEMENT PROGRAM, PATIENT FINANCIAL SERVICES, CANCER OUTREACH, OUR CARDIAC PREVENTION TEAM, SMOKING CESSATION, TEEN PREGNANCY OUTREACH AND OTHERS.
SENIOR MANAGEMENT RESPONSIBILITY FOR THE COMMUNITY BENEFITS PROGRAM		RESTS WITH SOUTHCOASTS PRESIDENT AND CHIEF EXECUTIVE OFFICER, WHO ALSO SERVES AS A MEMBER OF THE COMMUNITY BENEFITS COMMITTEE. THE COMMUNITY BENEFITS MANAGER, WHO REPORTS TO THE CEO, MANAGES SOUTHCOASTS DAY-TO-DAY COMMUNITY BENEFITS ACTIVITIES AND LEADS THE INTERNAL COMMUNITY BENEFITS TASK FORCE. SOUTHCOAST ALSO CONDUCTS REGULAR UPDATES AND PRESENTATIONS ON COMMUNITY BENEFITS ACTIVITIES TO SOUTHCOAST LEADERSHIP THROUGH DIRECTORS AND MANAGERS/SUPERVISORS MEETINGS AT ALL THREE HOSPITAL SITES ALONG WITH PRESENTATIONS ON COMMUNITY BENEFIT ACTIVITIES WHICH ARE PERIODICALLY MADE TO ALL LEVELS OF EMPLOYEES. INFORMATION IS ALSO PRESENTED THROUGH ARTICLES IN OUR INTERNAL HOSPITAL PUBLICATIONS, COASTLINES AND THE WAVE, IN A COMMUNITY NEWSLETTER, YOUR HEALTH MATTERS, AND IN OUR MONTHLY COMMUNITY ELECTRONIC NEWSLETTER, SOUTHCOAST ENEWS. INFORMATION IS REGULARLY SHARED WITH THE COMMUNITY THROUGH COLLABORATIVE MEETINGS AND FORUMS. PART VI, LINE 6 SOUTHCOAST'S PARENT CORPORATION, SOUTHCOAST HEALTH SYSTEM, INC. (SHS) IS A MASSACHUSETTS NON-PROFIT ORGANIZATION THAT OVERSEES AND COORDINATES A SERIES OF AFFILIATED ORGANIZATIONS THAT PROVIDE A VERY BROAD RANGE OF HEALTH CARE AND RELATED SERVICES TO THE COMMUNITIES OF SOUTHEASTERN MASSACHUSETTS AND ADJOINING COMMUNITIES IN RHODE ISLAND. SHS'S PURPOSE IS TO IMPROVE THE HEALTH AND WELFARE OF THE SOUTHCOAST COMMUNITIES AND IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF ITS CHARITABLE AFFILIATES. SOUTRHCOAST CURRETNLY OPERATES THREE ACUTE CARE HOSPITALS UNDER A SINGLE LICENSE IN FALL RIVER, NEW BEDFORD AND WAREHAM, MASSACHUSETTS. SOUTHCOAST PROVIDES A FULL RANGE OF INPATIENT AND OUTPATIENT, PRIMARY AND SECONDARY AND TERTIARY HEALTH CARE SERVICES.
PART VI, LINE 7		MASSACHUSETTS

Schedule H (Form 990) 2012

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet

Attach to Form 990. SchJMediumBullet

See separate instructions.

OMB No. 1545-0047

2012

Open to Public Inspection

Name of the organization

Southcoast Hospitals Group Inc

Employer identification number

22-2592333

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers,
directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? .......

Yes

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? ................

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 5a or 5b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 6a or 6b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................

If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2012

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation reported as deferred in prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation reported as deferred in prior Form 990
(1)CHRISTOPHER BALDWINVP INFO SYS (UNTIL OCT 2012)	(i) (ii)	211,968	39,125	254,839	55,440	17,174	578,546
(2)PAUL IANNINIPHYS. IN CHIEF, MED	(i) (ii)	539,000	205,367	113,785		13,901	872,053
(3)CAROL CONLEYVP & CNO	(i) (ii)	265,000	112,306	44,605	62,388	1,296	485,595
(4)BARBARA MULVILLESenior VP EXT AFFAIRS	(i) (ii)	255,100	51,021	47,903	15,000	6,494	375,518
(5)RONALD LAFLEURVP REVENUE SYSTEMS	(i) (ii)	242,775	71,367	42,045	15,000	13,901	385,088
(6)KEITH HOVANPRESIDENT&CEO/TRUSTE	(i) (ii)	772,000	479,265	108,615	319,776	17,174	1,696,830
(7)WILLIAM GRIGGEX. VP&CFO/TREASURER	(i) (ii)	26,447	79,781		6,395	1,431	114,054
(8)LINDA BODENMANNEXECUTIVE VP&COO	(i) (ii)	454,200	213,221	314,470	173,175	13,901	1,168,967
(9)GARY CONNEREVP&CFO	(i) (ii)	138,542	50,000	40,918	20,635	3,475	253,570
(10)GEORGE BEAUREGARDPRESIDENT SPN	(i) (ii)	240,667	61,250	117,125	72,000	11,449	502,491
(11)DAVID DEJESUS JRSVP CHRO	(i) (ii)	277,000	108,376	46,786	61,634	1,296	495,092
(12)ELLEN BANACHSVP STRATEGIC SVCS	(i) (ii)	231,000	107,066	30,872	53,174	15,557	437,669
(13)ROBERT CALDAS MDSenior VP & CMO	(i) (ii)	415,000	84,556	14,414	92,223	17,174	623,367
(14)JOHN DAYFormer Officer	(i) (ii)			182,769	160,000		342,769

Schedule J (Form 990) 2012

Page 3

Part III

Supplemental Information

Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.

Identifier	Return Reference	Explanation
PART I, LINE 1A		THE FORMER CEO OF SHS ELECTED LOAN REGIME TREATMENT OF HIS SPLIT-DOLLLAR POLICY. THE ANNUAL IMPUTED INCOME IS REPORTED ON THIS EXECUTIVE'S FORM W-2 AND IS SUBJECT TO FICA. THIS EXECUTIVE RECEIVED A GROSSED UP AMOUNT TO COVER THE TAXES ON THE IMPUTED INTEREST AMOUNT. THE GROSSED UP AMOUNT WAS TREATED AS TAXABLE INCOME.
PART I, LINE 4A		CHRISTOPHER BALDWIN, VP INFORMATION SYSTEMS, RECEIVED $57,632 IN SEVERANCE COMPENSATION DURING CALENDAR YEAR 2012. PART I, LINE 4B OFFICERS, DIRECTORS AND TRUSTEES WHO ARE EMPLOYEES OF SOUTHCOAST PARTICIPATE IN SOUTHCOAST'S 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. CONTRIBUTION CREDITS UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART, II, COLUMN (C). ONLY UPON TERMINATIONS OF EMPLOYMENT DO FULLY VESTED PARTICIPANTS RECEIVE DISTRIBUTIONS FROM THE PLAN. CONTRIBUTIONS VEST THE EARLIER OF: JULY 1 OF THE 3RD CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE CONTRIBUTION CREDIT IS MADE; UPON REACHING AGE 62; DEATH; DISABILITY; OR INVOLUNTARY SEPARATION. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES THE VESTED PORTION OF CONTRIBUTIONS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO THE RISK OF FORFEITURE. KEITH HOVAN - $99,408 LINDA BODENMANN - $101,448 CHRISTOPHER BALDWIN - $197,395 PAUL IANNINI - $80,850 GEORGE BEAUREGARD - $117,125 IN ADDITION TO THE ABOVE OUTLINED PLAN, THE FOLLOWING INDIVIDUALS ALSO HAVE SEPARATE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. KEITH HOVAN SOUTHCOAST HOSPITAL GROUP, INC. ESTABLISHED AN EXECUTIVE BENEFIT PLAN FOR THE BENEFIT OF KEITH HOVAN. UNDER THE TERMS OF THE PLAN, A CONTRIBUTION CREDIT, INCLUDED IN SCHEDULE J, PART I, COLUMN (C) IS CREDITED TO HIS ACCOUNT ON A YEARLY BASIS. THE ACCOUNT BALANCE VESTS AS FOLLOWS: JUNE 30, 2013 -50%; JUNE 30, 2016 75% AND JUNE 30, 2018 100%. LINDA BODENMANN - SOUTHCOAST HOSPITAL GROUP, INC. ESTABLISHED AN EXECUTIVE BENEFIT PLAN FOR THE BENEFIT OF LINDA BODENMANN. UNDER THE TERMS OF THE PLAN, A CONTRIBUTION CREDIT, INCLUDED IN SCHEDULE J, PART I, COLUMN (C) IS CREDITED TO HER ACCOUNT ON A YEARLY BASIS. THE ACCOUNT BALANCE VESTS AS FOLLOWS: DECEMBER 31, 2012 50%; DECEMBER 31, 2015 75%; AND THE DATE THE PARTICIPANT ATTAINS AGE 62 AND COMPLETES 3 YEARS OF FULL SERVICE WITH THE EMPLOYER BEGINNING ON JANUARY 1, 2008 100%. PURSUANT TO THE PLAN, $204,781 WAS INCLUDED IN MS. BODENMANN 2012 FORM W-2 AND SCH J, PART I, COLUMN (B)(III). JOHN DAY - IN 2002 SOUTHCOAST HOSPITAL GROUP, INC. (SHG) ESTABLISHED A SPLIT DOLLAR ARRANGEMENT FOR JOHN DAY. THE PREMIUMS PAID INTO THE POLICY BY SHG ARE DEEMED TO BE LOANED TO MR. DAY AND MR. DAY IS THEREFORE SUBJECT TO INCOME TAX ON THE IMPUTED INTEREST ASSOCIATED WITH THE LOANS. MR. DAY IS PROVIDED WITH AN ANNUAL GROSS UP TO COVER THE INCOME TAXES DUE ON THE IMPUTED INTEREST AMOUNT. THESE AMOUNTS ARE REPORTED IN PART II, COLUMN B(III). THE ANNUAL PREMIUM PAID BY SHG IS REFLECTED IN PART II, COLUMN C AND REPRESENTS THE BENEFIT THAT WILL BE RECEIVED BY MR. DAY WHEN MOST OF THE LOAN IS FORGIVEN UPON REACHING AGE 65.
PART I, LINE 7		A PORTION OF EXECUTIVE'S CASH COMPENSATION IS AT RISK AND PAID VIA AN INCENTIVE PLAN IN WHICH EXECUTIVE AND ORGANIZATIONAL PERFORMANCE IS ASSESSED BY THE BOARD OF TRUSTEES AGAINST PRE-DETERMINED MEASURES. Historically all executive bonuses are paid out in January of the following year therefore all executives received their bonuses for 2011 in January 2012. However, uncertainty regarding tax reform led to all executives receiving their bonuses for 2012 in December of 2012. As a result the bonus amounts listed on this returns reflect two annual bonus amounts paid. SEE LINE 4B REGARDING JOHN DAY'S SPLIT DOLLAR ARRANGEMENT.

Schedule J (Form 990) 2012

Additional Data

Software ID:
Software Version:

- TIN:

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet

Attach to Form 990. SchKMediumBullet

See separate instructions.

OMB No. 1545-0047

2012

Open to Public
Inspection

Name of the organization
Southcoast Hospitals Group Inc

Employer identification number
22-2592333

Part I

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	Mass Health and Educational Facilities Authority	04-2456011	57586C6T7	06-09-2008	47,365,000	Extinguish bridge bank loan		X		X		X
B	Mass Health and Educational Facilities Authority	04-2456011	57586ELV1	10-07-2009	56,122,025	Construct/renovate oncology center		X		X		X
C	Mass Development Finance Agency	04-3431814		01-31-2012	46,965,000	Refinancing		X		X		X
D	Mass Development Finance Agency	04-3431814	57583UTY4	02-14-2013	60,879,456	Construct/renovate care centers		X		X		X

Part II

Proceeds

	A		B		C		D
	1 Amount of bonds retired . . . . . . . . . . . . . .	0		0		0		0
2 Amount of bonds legally defeased . . . . . . . . . . .	0		0		0		0
3 Total proceeds of issue . . . . . . . . . . . . . .	47,365,000		56,122,025		46,965,000		60,879,456
4 Gross proceeds in reserve funds . . . . . . . . . . . .	0		0		0		0
5 Capitalized interest from proceeds . . . . . . . . . . .	0		0		0		0
6 Proceeds in refunding escrows . . . . . . . . . . . .	0		0		0		0
7 Issuance costs from proceeds . . . . . . . . . . . .	621,954		1,064,650		353,035		759,501
8 Credit enhancement from proceeds . . . . . . . . . . .	11,724		0		0		0
9 Working capital expenditures from proceeds . . . . . . . . .	46,731,322		0		0		0
10 Capital expenditures from proceeds . . . . . . . . . . .	0		55,057,375		0		35,773,988
11 Other spent proceeds . . . . . . . . . . . . . .	0		0		46,611,965		0
12 Other unspent proceeds . . . . . . . . . . . . . .	0		0		0		24,345,967
13 Year of substantial completion . . . . . . . . . . . .	2008		2011		2012
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue? . . . . .		X		X	X			X
15 Were the bonds issued as part of an advance refunding issue? . . . . .		X		X		X		X
16 Has the final allocation of proceeds been made? . . . . . . . .	X		X			X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . .	X		X			X		X

Part III

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .		X		X	X			X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2012

Page 2

Part III

Private Business Use (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .		X		X	X			X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . . . . . . . . . . . . .	X				X
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .		X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? .
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . .	0%		0.00000%		0%		0.00000%
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . .	0%		0.00000%		0%		0.00000%
6 Total of lines 4 and 5 . . . . . . . . . . . . . . .	0%		0.00000%		0%		0.00000%
7 Does the bond issue meet the private security or payment test? . . . . .
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .		X		X		X		X
b If “Yes” to line 8a, enter the percentage of bond-financed property sold or disposed of.	%		%		%		%
c If “Yes” to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .		X		X		X		X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2?	X		X		X		X

Part IV

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T? . . . . .	X			X		X		X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .	X		X		X		X
b Exception to rebate? . . . . . . . .
c No rebate due? . . . . . . . . . .
If you checked "No rebate due" in line 2c, provide in Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .	X			X		X		X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?	X			X		X		X
b Name of provider . . . . . . . . .	Goldman Sachs		0		0
c Term of hedge . . . . . . . . . .	29.
d Was the hedge superintegrated? . . . . . .		X
e Was a hedge terminated? . . . . . . .		X

Schedule K (Form 990) 2012

Page 3

Part IV

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .		X		X		X		X
b Name of provider . . . . . . . . .	0		0		0		0
c Term of GIC . . . . . . . . . .
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? . . .	X		X		X		X

Part V

Procedures To Undertake Corrective Action

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X		X		X		X

Part VI

Supplemental Information. Complete this part to provide additional information for responses to questions on Schedule K (see instructions).

Identifier	Return Reference	Explanation
SCHEDULE K SUPPLEMENTAL INFORMATION	0	PART II, LINE 9, COLUMN A WORKING CAPITAL EXPENDITURES FROM PROCEEDS OF THE SERIES C BONDS WERE ISSUED FOR THE PURPOSE OF REPAYING A BRIDGE LOAN FROM A COMMERCIAL BANK MADE TO REFINANCE SOUTHCOAST'S SERIES B BOND ISSUE.

Schedule K (Form 990) 2012

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.

OMB No. 1545-0047

2012

Open to Public Inspection

Name of the organization

Southcoast Hospitals Group Inc

Employer identification number

22-2592333

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	6	15,133	Mean Value
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( event items )	X	206	66,400	cost/sales price
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it

must hold for at least three years from the date of the initial contribution, and which is not required to be used

for exempt purposes for the entire holding period? ..................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

Yes

If "Yes," describe in Part II.

If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2012)

Page 2

Part II

Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Identifier	Return Reference	Explanation
PART I, COLUMN (B)		THE AMOUNT REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS.

Schedule M (Form 990) (2012)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.

OMB No. 1545-0047

2012

Open to Public
Inspection

Name of the organization

Southcoast Hospitals Group Inc

Employer identification number

22-2592333

Identifier	Return Reference	Explanation
FORM 990, PART I, LINE 1 AND PART III, LINE 1		SHG OWNS AND OPERATES THREE COMMUNITY BASED ACUTE CARE HOSPITALS - CHARLTON MEMORIAL HOSPITAL IN FALL RIVER, ST LUKES HOSPITAL IN NEW BEDFORD AND TOBEY HOSPITAL IN WAREHAM, MA. SOUTHCOAST 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, SOUTHCOAST 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, INPATIENT PSYCHIATRIC, 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 1		TRUSTEE EMERITUS AND PRESIDENT EMERITUS AND HONORARY TRUSTEE DESIGNEES ARE NOT ENTITLED TO VOTE OR BE CONSIDERED FOR PURPOSES OF ESTABLISHING A QUORUM AT ANY MEETING OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE SHALL, EXCEPT AS PROHIBITED BY LAW OR LIMITED BY THE BOARD, HAVE ALL THE POWERS OF THE BOARD IN CONNECTION WITH THE MANAGEMENT AND OPERATION OF SOUTHCOAST 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 6		THE SOLE MEMBER OF SOUTHCOAST IS SOUTHCOAST HEALTH SYSTEM, INC (SHS), A CHARITABLE ORGANIZATION ACTING THROUGH ITS BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LlNE 7A		TRUSTEES 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 7B		THE GOVERNANCE OF SOUTHCOAST 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 SOUTHCOAST'S BYLAWS.
FORM 990, PART VI, SECTION B, LINE 11B		THE ORGANIZATION PREPARES THE FORM 990 WITH THE ASSISTANCE OF A PAID PREPARER. A DRAFT OF THE FORM 990 IS PRESENTED TO THE MANAGEMENT FOR REVIEW AND COMMENT. A DRAFT OF THE FORM 990 IS ALSO PROVIDED TO THE ORGANIZATION'S AUDIT COMMITTEE FOR REVIEW. A FINAL COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. AN OFFICER OF THE ORGANIZATION AND ITS PAID PREPARER, RESPECTIVELY, SIGN THE FINAL FORM 990.
FORM 990, PART VI, SECTION B, LINE 12C		SHS HAS CONFLICT OF INTEREST, LEGAL COMPLIANCE AND CODE OF CONDUCT POLICIES THAT APPLY TO ALL TRUSTEES, OFFICERS, DIRECTORS AND EMPLOYEES (REFERRED TO AS "MEMBERS"). ON AN ANNUAL BASIS, EACH MEMBER WILL COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE WHICH AFFIRMS THAT EACH PERSON HAS: (1) RECEIVED A COPY OF THE POLICY; (2) READ AND UNDERSTOOD THE POLICY; (3) AGREED TO COMPLY WITH THE POLICY, AND (4) UNDERSTOOD THAT THE SYSTEM ENTITIES ARE CHARITABLE ORGANIZATIONS AND THAT TO MAINTAIN THEIR FEDERAL TAX EXEMPTION, SUCH ENTITIES MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE SYSTEM OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES, DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL TAXATION, AND IN CONNECTION WITH ITS COMPLIANCE PROGRAM, SYSTEM'S MANAGEMENT SHALL CONDUCT PERIODIC REVIEWS OF THE CONFLICT OF INTEREST POLICY AND THE OPERATION AND APPLICATION OF IT. MEMBERS SHALL DISCLOSE ANY INTERESTS OR ACTIVITIES IN WHICH THEY ARE INVOLVED OR BECOME INVOLVED THAT DO RESULT, OR MAY APPEAR TO RESULT IN A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST AND SHALL COMPLY WITH, AND MAKE ALL REQUIRED DISCLOSURES UNDER THE CONFLICT OF INTEREST POLICY PRIOR TO COMMENCING, CONTINUING, OR CONSUMMATING ANY ACTIVITY OR TRANSACTION WHICH RAISES A CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST. EACH MEMBER IS UNDER AN ONGOING DUTY TO UPDATE AND KEEP CURRENT THE INFORMATION CONTAINED IN THEIR QUESTIONNAIRE. AT LEAST ANNUALLY, OR AS NECESSARY BASED ON DISLCOSURES, THE GENERAL COUNSEL WILL SUMMARIZE AND REPORT ALL DISCLOSURES TO THE PRESIDENT AND CEO AND THE CHAIRMAN OF THE BOARD OF TRUSTEES (OR HIS/HER DESIGNEE). UPON DISCLOSURE OF FINANCIAL OR NON-FINANCIAL INTERESTS ("INTERESTS") AND ALL MATERIAL FACTS RELATED THERETO BY MEMBER OR AN INTERESTED PERSON, THE CHAIR OF THE SYSTEM'S GOVERNANCE COMMITTEE SHALL DETERMINE IN CONJUNCTION WITH THE GENERAL COUNSEL WHETHER A CONFLICT OF INTERESTS EXISTS. THE GOVERNANCE COMMITTEE CAN CONTINUE TO DISCUSS THE ISSUE WITH THE MEMBER OR INTERESTED PERSON TO CLARIFY OR OBTAIN ADDITIONAL INFORMATION. HOWEVER, BEFORE THE GOVERNANCE COMMITTEE DISCUSSES OR DETERMINES WHETHER THE MEMBER OR OTHER INTERESTED PERSON'S INTERESTS CONSTITUTE A CONFLICT OF INTEREST, THE MEMBER OR INTERESTED PERSON MUST LEAVE THE MEETING. IN THE EVENT THE INTEREST INVOLVES THE CHAIR OR CEO, THE REMIAING GOVERNANCE COMMITTEE MEMBERS SHALL APPOINT ONE OR MORE DISINTERESTED TRUSTEES TO MAKE SUCH A DETERMINATION. ONCE THE DETERMINATION OF THE CONFLICT OF INTEREST IS MADE BY THE GOVERNANCE COMMITTEE, SUCH DETERMINATION, ALONG WITH APPROPRIATE MITIGATION PLANS, WILL BE SUBMITTED BY THE GOVERNANCE COMMITTEE FOR REVIEW AND APPROVAL. IF ANY BOARD OR BOARD COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE AN ACTUAL CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST, IT SHALL INFORM SUCH PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD SUCH A MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE IT. IF, AFTER HEARING THE RESPONSE OF SUCH PERSON AND MAKING FURTHER INQUIRY OR INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR BOARD COMMITTEE DETERMINES THAT SUCH PERSON HAS IN FACT FAILED TO DISLCOSE AN ACTUAL CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST, THE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION SHALL BE TAKEN.
FORM 990, PART VI, SECTION B, LINE 15		COMPENSATION FOR ALL VICE PRESIDENTS AND THE SENIOR EXECUTIVE TEAM (SET) IS ESTABLISHED USING THE FOLLOWING PROCEDURES:(1) REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE OF SHS WITHOUT THE INVOLVEMENT OF PERSONS WITH CONFLICT OF INTEREST IN RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE; (2) USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED HEALTH SYSTEMS. THE COMPENSATION COMMITTEE ENGAGED THE SERVICES OF AN INDEPENDENT HUMAN RESOURCE CONSULTING FIRM ("CONSULTANT") TO PROVIDE UPDATED COMPENSATION DATA AND ASSESS THE REASONABLENESS OF THE TOTAL COMPENSATION PROVIDED TO SOUTHCOAST EXECUTIVES. THIS INCLUDED RELATIVE COMPETITIVE MARKET PRACTICE INFORMATION FOR THE NORTHEAST REGION MARKET OBTAINED FROM TWO HEALTHCARE EXECUTIVE COMPENSATION SURVEYS THAT WERE PREPARED BY INDEPENDENT FIRMS. THE CONSULTANT ALSO COMPILED NATIONAL MARKET DATA FROM THREE COMMERCIALLY AVAILABLE HEALTHCARE EXECUTIVE COMPENSATION SURVEYS PREPARED BY INDEPENDENT FIRMS: AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS.
FORM 990, PART VI, SECTION C, LINE 19		SOUTHCOAST MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9		DONATIONS USED FOR CAPITAL PURCHASES $3,247,743 TRANSFERS TO AFFILIATES $(9,911,414) OTHER CHANGES IN NET ASSETS $691,635 INTEREST RATE SWAP $(549,682) CHANGE IN VALUATION OF SWAP $1,242,971 ____________ TOTAL $(5,278,747)
FORM 990, PART XII, LINE 2A & 2B		FINANCIAL RESULTS FOR SOUTHCOAST ARE INCLUDED IN THE SOUTHCOAST HEALTH SYSTEM, INC AND AFFILIATES CONSOLIDATED FINANCIAL STATEMENTS AS OF AND FOR THE YEARS ENDED SEPTEMBER 30, 2013 AND 2012 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, 2013. NO STAND ALONE AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR SOUTHCOAST FOR THE YEAR ENDED SEPTEMBER 30,2013.
OTHER FEES FOR SERVICES FOR NON-EMPLOYEES	FORM 990 PART IX LINE 11G	DESCRIPTION:ADVISORY AND CONSULTING FEES TOTAL FEES:14363722
OTHER FEES FOR SERVICES FOR NON-EMPLOYEES	FORM 990 PART IX LINE 11G	DESCRIPTION:PHYSICIAN RECRUITING FEES TOTAL FEES:801978
OTHER FEES FOR SERVICES FOR NON-EMPLOYEES	FORM 990 PART IX LINE 11G	DESCRIPTION:ER SERVICE FEES TOTAL FEES:74762760
OTHER FEES FOR SERVICES FOR NON-EMPLOYEES	FORM 990 PART IX LINE 11G	DESCRIPTION:BILLING AND COLLECTION FEES TOTAL FEES:766130

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2012

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBullet

Attach to Form 990. MediumBullet

See separate instructions.

OMB No. 1545-0047

2012

Open to Public Inspection

Name of the organization

Southcoast Hospitals Group Inc

Employer identification number

22-2592333

Part I

Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1) SOUTHCOAST HEALTH SYSTEM INC 101 PAGE ST NEW BEDFORD,MA02740 04-2794625	SUPP. SHG	MA	501(c)(3)	11, Type 1	NA		No
(2) SOUTHCOAST PHYSICIANS GROUP INC 200 MILL RD STE 180 FARIHAVEN,MA02719 22-2703314	PHYS. SVCS.	MA	501(c)(3)	9	SHS	Yes
(3) SOUTHCOAST VENTURESINC 101 PAGE ST NEW BEDFORD,MA02740 04-3003172	PHYS. SVCS.	MA	501(c)(3)	11, Type I	SHS	Yes
(4) CHARLTON LONG TERM CARE SVCS INC 363 HIGHLAND AVE FALL RIVER,MA02720 04-3109579	SUPP. SHG	MA	501(c)(3)	11, Type I	SHS	Yes
(5) SOUTHCOAST VISITING NURSE ASSOC 200 MILL RD FAIRHAVEN,MA02719 04-2105745	HOME CARE	MA	501(c)(3)	9	SHS	Yes
(6) Saint Luke's Nursing Home Inc 101 Page St NEW BEDFORD,MA02740 04-2984542	Inactive	MA	501(c)(3)	11, Type I	SHS	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2012

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No
(1) COASTLINE PROFESSIONAL ASSURANCE CO PO BOX 1085 CAYMAN ISLANDS,Grand Cayman IslaCJ CJ 98-0445031	INSURANCE	CJ	NO	Corp				No
(2) SOUTHCOAST PHYSICIANS NETWORK INC 101 PAGE ST NEW BEDFORD,MA02740 45-0568782	IPA	MA	NO	Corp				No
(3) HEALTH MANAGEMENT INITIATIVES INC 363 HIGHLAND AVE FALL RIVER,MA02720 04-2998712	COMM RENTA	MA	NO	Corp				No

Schedule R (Form 990) 2012

Page 3

Part V

Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .

b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .

m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .

o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of other organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) SOUTHCOAST PHYSICIANS GROUP	R	5,384,282	CASH

Schedule R (Form 990) 2012

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2012

Page 5

Part VII

Supplemental Information

Complete this part to provide additional information for responses to questions on Schedule R (see instructions).

Identifier	Return Reference	Explanation

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	17
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	15
5	Total number of individuals employed in calendar year 2011 (Part V, line 2a) ......	5	6,618
6	Total number of volunteers (estimate if necessary) .............	6	595
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	6,107,177
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	302,715

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	3,628,636	2,213,673
9	Program service revenue (Part VIII, line 2g) .........	686,760,078	705,624,585
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	12,987,034	14,745,896
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	1,018,540	445,887
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	704,394,288	723,030,041
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	397,162,202	415,364,272
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 814,633
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	257,973,007	284,161,395
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	655,135,209	699,525,667
19	Revenue less expenses. Subtract line 18 from line 12.......	49,259,079	23,504,374
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	827,965,507	936,942,163
21	Total liabilities (Part X, line 26).............	339,423,427	411,572,421
22	Net assets or fund balances. Subtract line 21 from line 20.....	488,542,080	525,369,742

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 665,221,333 including grants of $ ) (Revenue $ 705,624,585 )
	SOUTHCOAST PROVIDES INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO IMPROVE THE HEALTH AND WELLNESS OF INDIVIDUALS IN ITS COMMUNITIES. SOUTHCOAST RECORDED 191,250 INPATIENT DAYS, PERFORMED 17,932 SURGERIES AND 11,961 ENDOSCOPIES, PROVIDED 3,005,561 LABORATORY TESTS, PERFORMED 384,512 RADIOLOGICAL PROCEDURES, 163,784 PHYSICAL MEDICINE VISITS, 659 PCI CORONARY INTERVENTIONS, 2,231 DIAGNOSTIC CATHERIZATIONS, 298 OPEN HEART SURGERIES, 507 ELECTROPHYSIOLOGY CASES, 312 CORONARY DEVICE IMPANTS, 3,181 NEWBORN ADMISSIONS, PERFORMED 19,806 RADIATION AND MEDICAL CHEMOTHERAPY TREATMENTS AND CARED FOR 188,556 EMERGENCY ROOM PATIENTS 24 HOURS A DAY 7 DAYS A WEEK REGARDLESS OF THEIR ABILITY TO PAY FOR SUCH SERVICES.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses665,221,333

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(1) KEITH HOVAN........................................................................ PRESIDENT&CEO/TRUSTE	60.0 .......................1.0	X	X	1,359,880		336,950
(2) M WAJID BAIG MD........................................................................ TRUSTEE	1.0 .......................1.0	X
(3) DOUGLAS BEATON........................................................................ TRUSTEE	1.0 .......................1.0	X
(4) R WILLIAM BLASDALE........................................................................ TRUSTEE	1.0 .......................1.0	X
(5) PETER BULLARD ESQ........................................................................ CLERK	1.0 .......................1.0	X	X
(6) CHRISTOPHER CHENEYMD........................................................................ TRUSTEE	1.0 .......................1.0	X
(7) JEAN MACCORMACK........................................................................ VICE CHAIR	1.0 .......................1.0	X	X
(8) ELIZABETH KUNZ ESQ........................................................................ CHAIR	1.0 .......................1.0	X	X
(9) PAMELA MCNAMARA........................................................................ TRUSTEE	1.0 .......................1.0	X
(10) CARL RIBEIRO........................................................................ TRUSTEE	1.0 .......................1.0	X
(11) ROBERT TRIPP JR DO........................................................................ TRUSTEE	1.0 .......................1.0	X
(12) MAUREEN SYLVIA ARMSTRONG........................................................................ TRUSTEE	1.0 .......................1.0	X
(13) CARL TABER........................................................................ TRUSTEE	1.0 .......................1.0	X
(14) JASON RUA........................................................................ TRUSTEE	1.0 .......................1.0	X		0	0	0
(15) LOUIS CABRAL........................................................................ Trustee (since dec 2012)	1.0 .......................1.0	X
(16) JAMES JEROME COOGAN........................................................................ Trustee (since dec 2012)	1.0 .......................1.0	X
(17) CURTIS MELLO MD........................................................................ EX-OFFICIO (since dec 2012)	1.0 .......................1.0	X		15,000

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)					(D) Reportable compensation from the organization (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(18) ELIZABETH LASTAITI........................................................................ TRUSTEE (UNTIL DEC 2012)	1.0 .......................1.0	X
(19) STEVEN MENDES........................................................................ TRUSTEE (UNTIL DEC 2012)	1.0 .......................1.0	X
(20) GILBERT SHAPIRO........................................................................ TRUSTEE (UNTIL DEC 2012)	1.0 .......................1.0	X
(21) LINDA BODENMANN........................................................................ EXECUTIVE VP&COO	60.0 .......................1.0		X				981,891	187,076
(22) GARY CONNER........................................................................ EVP&CFO	60.0 .......................1.0		X				229,460	24,110
(23) GEORGE BEAUREGARD........................................................................ PRESIDENT SPN	50.0 .......................			X			419,042	83,449
(24) DAVID DEJESUS JR........................................................................ SVP CHRO	60.0 .......................			X			432,162	62,930
(25) ELLEN BANACH........................................................................ SVP STRATEGIC SVCS	60.0 .......................1.0			X			368,938	68,731
(26) ROBERT CALDAS MD........................................................................ Senior VP & CMO	60.0 .......................			X			513,970	109,397
(27) CHRISTOPHER BALDWIN........................................................................ VP INFO SYS (UNTIL OCT 2012)	50.0 .......................				X		505,932	72,614
(28) PAUL IANNINI........................................................................ PHYS. IN CHIEF, MED	60.0 .......................1.0				X		858,152	13,901
(29) CAROL CONLEY........................................................................ VP & CNO	60.0 .......................				X		421,911	63,684
(30) BARBARA MULVILLE........................................................................ Senior VP EXT AFFAIRS	50.0 .......................				X		354,024	21,494
(31) RONALD LAFLEUR........................................................................ VP REVENUE SYSTEMS	50.0 .......................				X		356,187	28,901
(32) WILLIAM GRIGG........................................................................ EX. VP&CFO/TREASURER	.......................					X	106,228	7,826
(33) JOHN DAY........................................................................ Former Officer	.......................					X	182,769	160,000

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	7,105,546	0	1,241,063

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512, 513, or 514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c		661,408
d	Related organizations...1d
e	Government grants (contributions)1e

f	All other contributions, gifts, grants, and similar amounts not included above1f		1,552,265

g	Noncash contributions included in lines 1a-1f:$		81,533
h	Total. Add lines 1a-1f.......			2,213,673
			Business Code
2a	PATIENT SVC REVENUE		621500	687,744,382	683,128,235	4,616,147
b	HEALTHCARE SVC REVENUE		446110	16,404,424	15,852,823	551,601
c	UTILITY COOPERATIVE		900099	677,066	0	677,066
d	OUTPATIENT CARE CENTER		621400	96,968	96,968
e	SATELLITE CAFETERIA		900099	262,363	0	262,363
f	All other program service revenue .			439,382			439,382
g	Total. Add lines 2a–2f........			705,624,585
3	Investment income (including dividends, interest, and other similar amounts).......			7,944,163			7,944,163
4	Income from investment of tax-exempt bond proceeds..			80,238			80,238
5	Royalties...........			0
		(i) Real	(ii) Personal
6a	Gross rents	907,267
b	Less: rental expenses	480,097
c	Rental income or (loss)	427,170	0
d	Net rental income or (loss).......			427,170			427,170
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	149,669,201	385,663
b	Less: cost or other basis and sales expenses	142,538,936	794,433
c	Gain or (loss)	7,130,265	-408,770
d	Net gain or (loss)..........			6,721,495			6,721,495
8a	Gross income from fundraising events (not including $ 661,408 of contributions reported on line 1c). See Part IV, line 18 ..
	a		147,824
b	Less: direct expenses ...b		145,512
c	Net income or (loss) from fundraising events..			2,312			2,312
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities...			0
10a	Gross sales of inventory, less returns and allowances .
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..			0
Miscellaneous Revenue			Business Code
11a	SALES OF SCRAP & OTHER		900099	16,405			16,405
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			16,405
12	Total revenue. See Instructions......			723,030,041	699,078,026	6,107,177	15,631,165


				(A) Beginning of year		(B) End of year
1	Cashnon-interest-bearing .............			0	1	0
2	Savings and temporary cash investments .........			12,958,163	2	6,685,361
3	Pledges and grants receivable, net ...........			4,054,000	3	3,101,162
4	Accounts receivable, net .............			66,394,165	4	75,728,004
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
				0	6	0
7	Notes and loans receivable, net .............			0	7	0
8	Inventories for sale or use ..............			0	8	9,601,716
9	Prepaid expenses and deferred charges ..........			17,939,660	9	21,132,897
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	731,611,813
b	Less: accumulated depreciation .....	10b	418,278,577	268,385,990	10c	313,333,236
11	Investments—publicly traded securities ..........			380,182,472	11	424,602,840
12	Investments—other securities. See Part IV, line 11 .....			47,092,668	12	54,138,635
13	Investments—program-related. See Part IV, line 11 .....			0	13	0
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			30,958,389	15	28,618,312
16	Total assets. Add lines 1 through 15 (must equal line 34)......			827,965,507	16	936,942,163
17	Accounts payable and accrued expenses .........			105,927,559	17	136,376,060
18	Grants payable .................			0	18	0
19	Deferred revenue ................			0	19	0
20	Tax-exempt bond liabilities .............			147,842,831	20	204,094,189
21	Escrow or custodial account liability. Complete Part IV of Schedule D..			0	21	0
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........			0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..			23,649,599	23	19,480,192
24	Unsecured notes and loans payable to unrelated third parties ....			0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................			62,003,438	25	51,621,980
26	Total liabilities. Add lines 17 through 25.........			339,423,427	26	411,572,421
	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............			411,629,954	27	444,937,630
28	Temporarily restricted net assets ...........			30,861,847	28	32,470,815
29	Permanently restricted net assets ...........			46,050,279	29	47,961,297
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........				30
31	Paid-in or capital surplus, or land, building or equipment fund .....				31
32	Retained earnings, endowment, accumulated income, or other funds				32
33	Total net assets or fund balances ...........			488,542,080	33	525,369,742
34	Total liabilities and net assets/fund balances ........			827,965,507	34	936,942,163