TY 2022 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(1) KEITH HOVAN...................................................................... FORMER PRESIDENT & CEO	0.0 ................. 0.0					X	4,459,953	40,207
(2) RAYFORD S KRUGER MD...................................................................... PRESIDENT & CEO	8.5 ................. 66.5	X	X				1,752,849	239,631
(3) RENEE CLARK...................................................................... ASSISTANT CLERK/ EVP/ COO	2.5 ................. 72.5		X				1,020,008	152,359
(4) WADE BROUGHMAN...................................................................... TREASURER/ EVP FIN/ CFO	5.5 ................. 69.5		X				1,027,327	36,160
(5) JEFFREY LAWRENCE MD...................................................................... SVP, CTIO, PHYS IN CHIEF PC	24.0 ................. 38.5			X			726,719	100,912
(6) ILANA FEINERMAN MD...................................................................... TRUSTEE	1.5 ................. 44.5	X					666,673	39,194
(7) ANA LAUS...................................................................... TRUSTEE (UNTIL 12/22)	1.5 ................. 44.5	X					446,403	18,359
(8) CHRISTINE M CERNAK...................................................................... ED-INTEGRATED CARE MGMT	40.0 ................. 0.0				X		253,460	17,251
(9) LAUREN MELBY...................................................................... VP POPULATION HEALTH	60.0 ................. 0.0			X			206,726	20,605
(10) KENNETH EUGENIO...................................................................... MANAGER OF OPERATIONS SHN	40.0 ................. 0.0				X		163,219	31,644
(11) DAWN DAVIDIAN...................................................................... RN MEDICAL CARE MGT SHN	40.0 ................. 0.0				X		157,984	16,416
(12) LINDA CLARK...................................................................... PHARMACIST-CLINICAL SPEC AMB	40.0 ................. 0.0				X		148,149	9,413
(13) CELESTE DUBOIS...................................................................... PHARMACIST CLINICAL SPEC AMB	40.0 ................. 0.0				X		146,579	9,281
(14) ROBERT RONAN MD...................................................................... TRUSTEE (AS OF 1/23)	1.5 ................. 6.5	X					27,900	0
(15) SALMAN BASHIR MD...................................................................... TRUSTEE	1.5 ................. 6.0	X					5,138	0
(16) JAY S SCHACHNE MD...................................................................... TRUSTEE	1.5 ................. 4.5	X					0	0
(17) JASON RUA...................................................................... TRUSTEE	1.5 ................. 8.0	X					0	0

(A) Name and business address	(B) Description of services	(C) Compensation
PREMIER HEALTHCARE SOLUTIONS, 5882 COLLECTIONS CENTER DRIVE CHICAGO,IL60693	CONSULTING SERVICES	180,784
COMMUNITY SERVINGS INC, 179 AMORY STREET JAMAICA PLAIN,MA02130	MEDICAL MEAL DELIVER	733,576
MERCER, 99 HIGH STREET BOSTON,MA02110	INVESTMENT MGMT	151,133


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 3

- TIN:

SCHEDULE A
(Form 990)

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.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization

SOUTHCOAST HEALTH SYSTEM INC

Employer identification number

04-2794625

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 12, 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 (Form 990).)

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 agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% 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 33 1/3% 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 on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................3

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

(i) Name of supported organization	(ii) EIN	(iii) Type of organization (described on lines 1- 10 above (see instructions))	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN		Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(A) SOUTHCOAST HOSPITALS GROUP INC	222592333	3	Yes		0	0
(B) SOUTHCOAST PHYSICIANS GROUP INC	222703314	10		No	73,446,813	0
(C) SOUTHCOAST VISITING NURSE ASSOCIATION INC	042105745	10		No	0	0
Total 3					73,446,813	0

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

Cat. No. 11285F

Schedule A (Form 990) 2022

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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 VI.)..
11	Total support. Add lines 7 through 10

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

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2022. 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—2021. 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—2022. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2021. 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 VI 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) 2022

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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 on 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 VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2021 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2022 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2021 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2022. 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—2021. 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) 2022

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2022

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Yes

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

Yes

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Yes

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Yes

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Yes

Schedule A (Form 990) 2022

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2022

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2022 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2022	(iii) Distributable Amount for 2022
1 Distributable amount for 2022 from Section C, line 6
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2022:
a From 2017.......
b From 2018.......
c From 2019.......
d From 2020.......
e From 2021.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2022 distributable amount
i Carryover from 2017 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2022 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2022 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2023. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2018.....
b Excess from 2019.....
c Excess from 2020.....
d Excess from 2021.....
e Excess from 2022.....

Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 1	SOUTHCOAST HEALTH SYSTEM WAS ESTABLISHED IN 1986 TO BE THE PARENT ORGANIZATION OF A HEALTHCARE SYSTEM WHICH INCLUDES ITS SUPPORTED ORGANIZATIONS SOUTHCOAST HOSPITALS GROUP INC., SOUTHCOAST PHYSICIANS GROUP INC., AND SOUTHCOAST VISITING NURSE ASSOCIATION, INC. SOUTHCOAST HEALTH SYSTEMS' GOVERNING DOCUMENT STATES THAT IT SHALL OPERATE EXCLUSIVELY FOR THE BENEFIT OF SOUTHCOAST HOSPITALS GROUP, INC. AND ITS AFFILIATED ORGANIZATIONS, INCLUDING MEDICAL CENTERS, HEALTH CARE CENTERS, NURSING CENTERS, LABORATORIES, CLINICS, AND OTHER MEDICAL SURGICAL OR DENTAL FACILITIES, AND HOME HEALTH AGENCIES, IN THE CONDUCT OF THEIR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC FUNCTIONS.
FORM 990, SCHEDULE A, PART IV, SECTION D, LN 3 AND SECTION E LNS 3A AND 3B	SOUTHCOAST HEALTH SYSTEM IS THE PARENT OF A HEALTHCARE SYSTEM WHICH INCLUDES ITS SUPPORTED ORGANIZATIONS, SOUTHCOAST HOSPITALS GROUP INC., SOUTHCOAST PHYSICIANS GROUP INC., AND SOUTHCOAST VISITING NURSE ASSOCIATION, INC. SOUTHCOAST HEALTH SYSTEM ENGAGES IN THE OVERALL COORDINATION AND SUPERVISION OF EACH SUPPORTED ORGANIZATION. SOUTHCOAST HEALTH SYSTEM IS THE SOLE MEMBER OF EACH OF ITS SUPPORTED ORGANIZATIONS. UNDER THE BYLAWS OF EACH OF THE SUPPORTED ORGANIZATIONS, SOUTHCOAST HEALTH SYSTEM APPOINTS THE MEMBERS OF THE GOVERNING BOARD OF EACH SUPPORTED ORGANIZATION. UNDER THE BYLAWS OF EACH OF THE SUPPORTED ORGANIZATIONS CERTAIN DECISIONS AND POWERS ARE RESERVED EXCLUSIVELY TO SOUTHCOAST HEALTH SYSTEM AS THE SOLE MEMBER, INCLUDING A) AMENDMENT OF THE ARTICLES OF ORGANIZATION OF THE CORPORATION; B) AMENDMENT OF THESE BYLAWS; C) ELECTION OR REMOVAL OF A TRUSTEE; D) APPROVAL OF POLICIES RELATING TO THE CONTROL AND SUPERVISION OF THE INVESTMENT OF THE CORPORATION'S FUNDS, INCLUDING, BUT NOT LIMITED TO, THOSE FUNDS AND PROPERTIES WHICH MAY HAVE BEEN DONATED, BEQUEATHED OR DEVISED, OR GIVEN IN TRUST FOR THE LIMITED OR GENERAL USE OF THE CORPORATION; E) APPROVAL OF THE ADOPTION OF OR AMENDMENT TO ANY QUALIFIED BENEFIT PLAN (UNLESS THE TERMS OF THE PLAN REQUIRE APPROVAL OF THE BOARD OF TRUSTEES, IN WHICH CASE THE MEMBER SHALL ALSO APPROVE SUCH ACTION); F) APPROVAL OF THE ADOPTION OF OR AMENDMENT TO ANY NON-QUALIFIED BENEFIT PLAN; G) APPROVAL OF SYSTEM-WIDE QUALITY, PERFORMANCE AND CREDENTIALING STANDARDS AND PROCEDURES TO WHICH THE CORPORATION IS EXPECTED TO ADHERE; H) APPROVAL OF THE ACQUISITION OF ANOTHER ORGANIZATION THROUGH MERGER, CONSOLIDATION OR ACQUISITION; I) APPROVAL OF POLICIES AND PRACTICES RELATING TO REGULATORY COMPLIANCE AND METHODOLOGY FOR PHYSICIAN COMPENSATION ARRANGEMENTS AND APPROVAL OF ANY PARTICULAR ARRANGEMENT THAT MAY BE AN EXCEPTION TO SUCH POLICIES OR PRACTICES; J) ELECTION OR REMOVAL OF AN OFFICER OF THE CORPORATION; K) APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGET OF THE CORPORATION; L) APPROVAL OF THE MERGER, CONSOLIDATION, SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY OR ASSETS OF THE CORPORATION; M) APPROVAL OF THE CREATION OF ANY CORPORATION OF WHICH THE CORPORATION IS THE SOLE OR CONTROLLING MEMBER OR SOLE OR CONTROLLING SHAREHOLDER; THE MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION; AND THE REORGANIZATION, LIQUIDATION OR DISSOLUTION OF THE CORPORATION; N) APPROVAL OF LOANS BY THE CORPORATION, OR THE INCURRING OF ANY INDEBTEDNESS; O) APPROVAL OF UNBUDGETED EXPENDITURES OR ANY INCREASE IN ANY APPROVED ANNUAL OPERATING OR CAPITAL BUDGET, IN ACCORDANCE WITH THE CORPORATION'S SIGNATURE AUTHORITY POLICY IN EFFECT FROM TIME TO TIME; P) APPROVAL OF THE AFFILIATION OF THE CORPORATION WITH ANY OTHER ENTITY FOR THE PURPOSES OF THE JOINT CONDUCT OF BUSINESS OR OTHER PURPOSES, WHETHER IN THE FORM OF PARTICIPATION IN SAID ENTITY THROUGH THE HOLDING OF STOCK OR BY MEMBERSHIP OR IN THE FORM OF PARTNERSHIP, JOINT VENTURE, CO-TENANCY OR ANY OTHER FORM OF OWNERSHIP OR CONTROL; Q) APPROVAL OF ANY SALE, LEASE, EXCHANGE MORTGAGE OR OTHER DISPOSITION OR ACQUISITION OF REAL PROPERTY ON ANY REAL PROPERTY ASSETS OF THE CORPORATION; R) APPROVAL OF ADOPTION OR REVISIONS TO THE STRATEGIC PLAN; S) APPROVAL OF ANY COMMENCEMENT, CESSATION, LOCATION, RELOCATION OR CONSOLIDATION OF SIGNIFICANT CLINICAL SERVICES PROVIDED BY THE CORPORATION; T) APPROVAL OF A CHANGE IN TAX STATUS; U) APPROVAL OF FORMATION OR DISSOLUTION OF ANY CORPORATION SUBSIDIARY.

Return Reference

Explanation

FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 1

SOUTHCOAST HEALTH SYSTEM WAS ESTABLISHED IN 1986 TO BE THE PARENT ORGANIZATION OF A HEALTHCARE SYSTEM WHICH INCLUDES ITS SUPPORTED ORGANIZATIONS SOUTHCOAST HOSPITALS GROUP INC., SOUTHCOAST PHYSICIANS GROUP INC., AND SOUTHCOAST VISITING NURSE ASSOCIATION, INC. SOUTHCOAST HEALTH SYSTEMS' GOVERNING DOCUMENT STATES THAT IT SHALL OPERATE EXCLUSIVELY FOR THE BENEFIT OF SOUTHCOAST HOSPITALS GROUP, INC. AND ITS AFFILIATED ORGANIZATIONS, INCLUDING MEDICAL CENTERS, HEALTH CARE CENTERS, NURSING CENTERS, LABORATORIES, CLINICS, AND OTHER MEDICAL SURGICAL OR DENTAL FACILITIES, AND HOME HEALTH AGENCIES, IN THE CONDUCT OF THEIR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC FUNCTIONS.

FORM 990, SCHEDULE A, PART IV, SECTION D, LN 3 AND SECTION E LNS 3A AND 3B

SOUTHCOAST HEALTH SYSTEM IS THE PARENT OF A HEALTHCARE SYSTEM WHICH INCLUDES ITS SUPPORTED ORGANIZATIONS, SOUTHCOAST HOSPITALS GROUP INC., SOUTHCOAST PHYSICIANS GROUP INC., AND SOUTHCOAST VISITING NURSE ASSOCIATION, INC. SOUTHCOAST HEALTH SYSTEM ENGAGES IN THE OVERALL COORDINATION AND SUPERVISION OF EACH SUPPORTED ORGANIZATION. SOUTHCOAST HEALTH SYSTEM IS THE SOLE MEMBER OF EACH OF ITS SUPPORTED ORGANIZATIONS. UNDER THE BYLAWS OF EACH OF THE SUPPORTED ORGANIZATIONS, SOUTHCOAST HEALTH SYSTEM APPOINTS THE MEMBERS OF THE GOVERNING BOARD OF EACH SUPPORTED ORGANIZATION. UNDER THE BYLAWS OF EACH OF THE SUPPORTED ORGANIZATIONS CERTAIN DECISIONS AND POWERS ARE RESERVED EXCLUSIVELY TO SOUTHCOAST HEALTH SYSTEM AS THE SOLE MEMBER, INCLUDING A) AMENDMENT OF THE ARTICLES OF ORGANIZATION OF THE CORPORATION; B) AMENDMENT OF THESE BYLAWS; C) ELECTION OR REMOVAL OF A TRUSTEE; D) APPROVAL OF POLICIES RELATING TO THE CONTROL AND SUPERVISION OF THE INVESTMENT OF THE CORPORATION'S FUNDS, INCLUDING, BUT NOT LIMITED TO, THOSE FUNDS AND PROPERTIES WHICH MAY HAVE BEEN DONATED, BEQUEATHED OR DEVISED, OR GIVEN IN TRUST FOR THE LIMITED OR GENERAL USE OF THE CORPORATION; E) APPROVAL OF THE ADOPTION OF OR AMENDMENT TO ANY QUALIFIED BENEFIT PLAN (UNLESS THE TERMS OF THE PLAN REQUIRE APPROVAL OF THE BOARD OF TRUSTEES, IN WHICH CASE THE MEMBER SHALL ALSO APPROVE SUCH ACTION); F) APPROVAL OF THE ADOPTION OF OR AMENDMENT TO ANY NON-QUALIFIED BENEFIT PLAN; G) APPROVAL OF SYSTEM-WIDE QUALITY, PERFORMANCE AND CREDENTIALING STANDARDS AND PROCEDURES TO WHICH THE CORPORATION IS EXPECTED TO ADHERE; H) APPROVAL OF THE ACQUISITION OF ANOTHER ORGANIZATION THROUGH MERGER, CONSOLIDATION OR ACQUISITION; I) APPROVAL OF POLICIES AND PRACTICES RELATING TO REGULATORY COMPLIANCE AND METHODOLOGY FOR PHYSICIAN COMPENSATION ARRANGEMENTS AND APPROVAL OF ANY PARTICULAR ARRANGEMENT THAT MAY BE AN EXCEPTION TO SUCH POLICIES OR PRACTICES; J) ELECTION OR REMOVAL OF AN OFFICER OF THE CORPORATION; K) APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGET OF THE CORPORATION; L) APPROVAL OF THE MERGER, CONSOLIDATION, SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY OR ASSETS OF THE CORPORATION; M) APPROVAL OF THE CREATION OF ANY CORPORATION OF WHICH THE CORPORATION IS THE SOLE OR CONTROLLING MEMBER OR SOLE OR CONTROLLING SHAREHOLDER; THE MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION; AND THE REORGANIZATION, LIQUIDATION OR DISSOLUTION OF THE CORPORATION; N) APPROVAL OF LOANS BY THE CORPORATION, OR THE INCURRING OF ANY INDEBTEDNESS; O) APPROVAL OF UNBUDGETED EXPENDITURES OR ANY INCREASE IN ANY APPROVED ANNUAL OPERATING OR CAPITAL BUDGET, IN ACCORDANCE WITH THE CORPORATION'S SIGNATURE AUTHORITY POLICY IN EFFECT FROM TIME TO TIME; P) APPROVAL OF THE AFFILIATION OF THE CORPORATION WITH ANY OTHER ENTITY FOR THE PURPOSES OF THE JOINT CONDUCT OF BUSINESS OR OTHER PURPOSES, WHETHER IN THE FORM OF PARTICIPATION IN SAID ENTITY THROUGH THE HOLDING OF STOCK OR BY MEMBERSHIP OR IN THE FORM OF PARTNERSHIP, JOINT VENTURE, CO-TENANCY OR ANY OTHER FORM OF OWNERSHIP OR CONTROL; Q) APPROVAL OF ANY SALE, LEASE, EXCHANGE MORTGAGE OR OTHER DISPOSITION OR ACQUISITION OF REAL PROPERTY ON ANY REAL PROPERTY ASSETS OF THE CORPORATION; R) APPROVAL OF ADOPTION OR REVISIONS TO THE STRATEGIC PLAN; S) APPROVAL OF ANY COMMENCEMENT, CESSATION, LOCATION, RELOCATION OR CONSOLIDATION OF SIGNIFICANT CLINICAL SERVICES PROVIDED BY THE CORPORATION; T) APPROVAL OF A CHANGE IN TAX STATUS; U) APPROVAL OF FORMATION OR DISSOLUTION OF ANY CORPORATION SUBSIDIARY.

Schedule A (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Name of the organization

SOUTHCOAST HEALTH SYSTEM INC

Employer identification number

04-2794625

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, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) 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), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions 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 an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled 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. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2022)

Schedule B (Form 990) (2022) Page 2

Name of organization SOUTHCOAST HEALTH SYSTEM INC

Part I Contributors	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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)

Schedule B (Form 990) (2022)

Page 3

Name of organization SOUTHCOAST HEALTH SYSTEM INC		Employer identification number 04-2794625

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) (2022)

Schedule B (Form 990) (2022)

Page 4


Name of organization SOUTHCOAST HEALTH SYSTEM INC			Employer identification number 04-2794625
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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.) $ 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) (2022)

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," on 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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

SOUTHCOAST HEALTH SYSTEM INC

Employer identification number

04-2794625

Part I

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

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of 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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB 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 FASB 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)

Revenue included on 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 FASB ASC 958 relating to these items:

Revenue included on 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) 2021

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" on 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


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
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, for escrow or custodial account liability? ...

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" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

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

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on 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" on 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.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements	158,006	150,433	7,573
d	Equipment ....	944,714	832,836	111,878
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				119,451

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1)INVESTMENT IN CPAC	407,999	C
(2)INVESTMENT IN JOINT VENTURE	20,593,942	C
(3)INVESTMENT IN HMI	3,512,548	C
(4)INVESTMENT IN PREMIER	279,592	C
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)	24,794,081

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)DUE FROM AFFILIATES				27,489,842
(2)OTHER RECEIVABLES				6,007,491
(3)RIGHT OF USE ASSETS OPERATING				574,995
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				34,072,328

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	0
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	25,948,997
2. Liability for uncertain tax positions. 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) 2021

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
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 (losses) 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. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
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

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.

Return Reference	Explanation
PART X, LINE 2	SHS ADOPTED FIN48 IN FISCAL YEAR 2008. THERE IS NO FOOTNOTE DISCLOSURE IN ITS FISCAL SEPTEMBER 30, 2023 CONSOLIDATED AUDITED FINANCIAL STATEMENTS SINCE THE ADOPTION OF FIN 48 WAS NOT MATERIAL.

Schedule D (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right pointing arrow large image

Attach to Form 990. Right pointing arrow large image

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization
SOUTHCOAST HEALTH SYSTEM INC

Employer identification number

04-2794625

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(e) If activity listed in (d) is a program service, describe specific type of service(s) in the region	(f) Total expenditures for and investments in the region
	Central America and the Caribbean	0	1	Program Services	CAPTIVE INSURANCE	9,142,888
	Central America and the Caribbean	0	0	Investments		407,999
	North America	0	0	Investments		60,000














3a	Sub-total ....	0	1			9,610,887
b	Total from continuation sheets to Part I ...
c	Totals (add lines 3a and 3b)	0	1			9,610,887

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2022

Schedule F (Form 990) 2022

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2022

Schedule F (Form 990) 2022Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2022

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2022

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
PART I	EXPENDITURES PER REGION ARE REPORTED ON AN ACCRUAL BASIS, WHICH IS THE METHOD USED TO ACCOUNT FOR THEM IN THE ORGANIZATION'S BOOKS AND RECORDS.

Schedule F (Form 990) 2022

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" on Form 990, Part IV, question 20a.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

SOUTHCOAST HEALTH SYSTEM INC

Employer identification number

04-2794625

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 %

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: . . . . . . . .

Yes

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

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used 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		(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) . . .	38,156	0	38,156	0.240 %
b	Medicaid (from Worksheet 3, column a) . . . . .	4,935,094	4,935,094	0	0 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	4,973,250	4,935,094	38,156	0.240 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).
f	Health professions education (from Worksheet 5) . . .
g	Subsidized health services (from Worksheet 6) . . . .
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .
j	Total. Other Benefits . .
k	Total. Add lines 7d and 7j .	4,973,250	4,935,094	38,156	0.240 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2022

Schedule H (Form 990) 2022

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	(d) Direct offsetting revenue	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development
3	Community support
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development
9	Other
10	Total

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare 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. ......

268,000

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. ......

38,867

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).....

6,740,542

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

6,851,305

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

-110,763

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) 2022

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?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)			Other (describe)
1	NORTHEAST BEHAVIORAL HEALTH LLC DBA SOUTHCOAST BEHAVIORAL HEALTH 581 Fa Corner Road Dartmouth,MA02747 http://www.southcoastbehavioral.com/ 1055	X	PSYCHIATRIC HOSPITAL

Schedule H (Form 990) 2022

Page 4

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)

	SOUTHCOAST BEHAVIORAL HEALTH (SBH)
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

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 12......................

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 significant 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

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 21

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

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Yes

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 (list url): SEE SECTION C

Other website (list url): SEE SECTION C

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): SEE SECTION C

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

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)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, 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) 2022

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	SOUTHCOAST BEHAVIORAL HEALTH (SBH)
Name of hospital facility or letter of facility reporting group

Yes

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 included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.%
and FPG family income limit for eligibility for discounted care of 350.%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

SEE SECTION C

The FAP application form was widely available on a website (list url):

SEE SECTION C

A plain language summary of the FAP was widely available on a website (list url):
SEE SECTION C

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2022

Page 6

Part VFacility Information (continued)

Billing and Collections

	SOUTHCOAST BEHAVIORAL HEALTH (SBH)
Name of hospital facility or letter of facility reporting group

Yes

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 all of the actions the hospital facility or other authorized party may take upon nonpayment?..................................

Yes

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 individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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 Section C)

Other (describe in Section C)

Schedule H (Form 990) 2022

Page 7

Part VFacility Information (continued)

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

	SOUTHCOAST BEHAVIORAL HEALTH (SBH)
Name of hospital facility or letter of facility reporting group

Yes

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 a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

During the tax year, did the hospital facility charge any FAP-eligible individual 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 Section C.

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

If "Yes," explain in Section C.

Schedule H (Form 990) 2022

Page 8

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
PART V, SECTION B, LINE 3	IN MARCH 2015, SOUTHCOAST HEALTH SYSTEM ACQUIRED A 25% INTEREST IN NORTHEAST BEHAVIORAL, LLC, THAT OWNS A 120-BED PSYCHIATRIC HOSPITAL IN DARTMOUTH, MA, DOING BUSINESS AS SOUTHCOAST BEHAVIORAL HEALTH (SBH). SBH IS PART OF AN AFFILIATED HEALTH SYSTEM, SOUTHCOAST HEALTH SYSTEM, WHICH INCLUDES SOUTHCOAST HOSPITAL GROUP(SHG). SHG HAS A JOINT CHNA WITH SBH THAT IDENTIFIES COMMUNITY HEALTH NEEDS, INCLUDING BEHAVIORAL HEALTH NEEDS. SOUTHCOAST HEALTH SYSTEM COMMUNITY BENEFITS PROGRAM COORDINATES ACTIVITIES ACROSS ITS VARIOUS AFFILIATES. THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA.
PART V, SECTION B, LINE 5	SBH'S CHNA IS CONDUCTED WITH AFFILIATE SOUTHCOAST HOSPITALS GROUP (SHG). IN SEPTEMBER 2022 SOUTHCOAST COMPLETED THE THREE-YEAR COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WITH A PARTICULAR FOCUS ON ADDRESSING HEALTH EQUITY ISSUES IN AND AROUND THE COMMUNITIES THAT WE SERVE. THE CHNA DOCUMENTS THE MAJOR DEMOGRAPHIC, SOCIOECONOMIC, AND HEALTH TRENDS AMONG SOUTH COAST RESIDENTS, WITH THE GOAL OF THE ASSESSMENT TO INFORM DATA-DRIVEN OBJECTIVES AND STRATEGIES THAT CAN BE USED TO IMPROVE THE OVERALL HEALTH OF SOUTH COAST RESIDENTS. OUR NEEDS ASSESSMENT WAS CONDUCTED IN COLLABORATION WITH SPRINGLINE RESEARCH GROUP, WHO COMPLETED A RETROSPECTIVE ANALYSIS OF LOCAL, REGIONAL AND NATIONAL HEALTH AND DEMOGRAPHIC DATA. THE ANALYSIS IS ENHANCED BY QUALITATIVE DATA GATHERED THROUGH STAKEHOLDER INTERVIEWS AND SURVEYS OF COMMUNITY MEMBERS AND SERVICE PROVIDERS. (E-I) THE PRIMARY GOAL OF THE CHNA IS TO PRIORITIZE THE REGION'S HEALTH ISSUES USING A HOLISTIC APPROACH THAT EXAMINES HEALTH DATA, LEVERAGES THE EXPERTISE OF KEY INFORMANTS, AND INCORPORATES COMMUNITY VIEWS. 23 KEY INFORMANT INTERVIEWS WERE HELD TO RECEIVE INPUT FROM INDIVIDUALS WHO REPRESENT THE BROAD INTEREST OF THE COMMUNITY WE SERVE. COMMUNITY MEMBER WHO SERVES ON PFAC/CBAC BROWN UNIVERSITY FATHER BILL'S AND MAINSPRING UNITED WAY OF GREATER NEW BEDFORD COMMUNITY ECONOMIC DEVELOPMENT CENTER (CECD) INTERCHURCH COUNCIL OF GREATER NEW BEDFORD (ICC) GREATER NEW BEDFORD COMMUNITY HEALTH CENTER UNITED NEIGHBORS OF FALL RIVER SER JOBS FOR PROGRESS VETERANS TRANSITION HOUSE MARION INSTITUTE PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) FALL RIVER HEALTH DEPARTMENT STEPPINGSTONE IMMIGRANTS ASSISTANCE CENTER (IAC) NEW BEDFORD POLICE DEPARTMENT SOUTHCOAST HEALTH SOUTHCOAST BEHAVIORAL HEALTH PEOPLE INCORPORATED GREATER FALL RIVER FOOD PANTRY FALL RIVER HOUSING AUTHORITY IN ADDITION TO KEY INFORMANT INTERVIEWS, A COMMUNITY SURVEY WAS CONDUCTED IN COOPERATION WITH THE FALL RIVER AND NEW BEDFORD HEALTH DEPARTMENTS TO DETERMINE THE TOP HEALTH ISSUES AND OBSTACLES AMONG COMMUNITY MEMBERS. A TOTAL OF 1,255 SURVEYS WERE COMPLETED, WITH THE MAJORITY BEING COMPLETED BY NEW BEDFORD RESIDENTS. OVER TWO THIRDS OF RESPONDENTS (66.8%) WERE HISPANIC AND 68.9% WERE WOMEN. THE AGE COHORTS WERE RELATIVELY BALANCED. MOST RESPONDENTS WERE IN THE LOWER MEDIAN INCOME BRACKET, WITH 63.8% HAVING A MEDIAN HOUSEHOLD INCOME BELOW $25,000. NEARLY TWENTY-NINE PERCENT (28.9%) REPORT THAT THEY PRIMARILY SPEAK A LANGUAGE OTHER THAN ENGLISH; 80.1% OF THESE RESPONDENTS SPEAK SPANISH. AN ONLINE HEALTH AND SOCIAL SERVICE PROVIDER (HSSP) SURVEY WAS CONDUCTED IN CONJUNCTION WITH THE NEW BEDFORD HEALTH DEPARTMENT AND THE FALL RIVER HEALTH DEPARTMENT TO FURTHER IDENTIFY AND UNDERSTAND THE REGION'S PRIMARY HEALTH ISSUES AND CHALLENGES. A TOTAL OF 200 SURVEYS WERE COMPLETED. THE MAJORITY OF RESPONDENTS WERE EITHER REPRESENTATIVES OF A NON-PROFIT/SOCIAL SERVICE AGENCY (47%) OR A HEALTH CARE PROVIDER (25%) THESE ORGANIZATIONS SERVE A WIDE RANGE OF COMMUNITIES.
PART V, SECTION B, LINE 6A	THE CHNA FOR SBH WAS CONDUCTED JOINTLY WITH AFFILIATE SOUTHCOAST HOSPITALS GROUP, INC WHO OPERATES THREE HOSPITAL FACILITIES, ST LUKE'S HOSPITAL IN NEW BEDFORD, MA, CHARLTON MEMORIAL HOSPITAL IN FALL RIVER, MA, AND TOBEY HOSPITAL IN WAREHAM, MA.
PART V, SECTION B, LINE 6B	AFFILIATE SOUTHCOAST HOSPITALS GROUP, INC. COLLABORATES WITH SPRINGLINE RESEARCH GROUP IN PREPARING THE CHNA.
PART V, SECTION B, LINE 7A	HTTPS://WWW.SOUTHCOASTBEHAVIORAL.COM/ABOUT/COMMUNITY-HEALTH-NEEDS-ASSESSME NT
PART V, SECTION B, LINE 7B	HTTPS://WWW.SOUTHCOAST.ORG/COMMUNITY-BENEFITS/COMMUNITY-BENEFITS-REPORTING /
PART V, SECTION B, LINE 7D	OUR NEEDS ASSESSMENT IS WIDELY SHARED WITH COMMUNITY PARTNERS AND IS OFTEN USED IN GRANT WRITING AND COLLABORATIVE STRATEGIC PLANNING. IN FY23, OUR NEEDS ASSESSMENT DATA WAS SHARED WITH AND UTILIZED BY: Boys and Girls Club of Greater New Bedford, Coastline Elderly, Greater New Bedford Allies for Health and Wellness (CHNA 26), Greater New Bedford Community Health Center, Immigrants Assistance Center (IAC), Inter Church Council (ICC), Junior Achievement of SE MA, New Bedford Health Department - Communities of Practice new Bedford Healthy Partnership, Partners for a Healthier Community (CHNA 25), Southeastern Regional Transit Authority (SRTA), Veterans Transition House, United Way of Greater New Bedford, and YMCA Southcoast.
PART V, SECTION B, LINE 10A	HTTPS://WWW.SOUTHCOASTBEHAVIORAL.COM/ABOUT/COMMUNITY-HEALTH-NEEDS-ASSESSME NT
PART V, SECTION B, LINE 11	Community Benefits Plan Southcoast's Community Benefits Strategic Action Plan was first formulated in 1998 as the result of an extensive needs assessment and since is updated annually. The 2022 CHNA will serve as the blueprint for the next three annual Community Benefits Implementation Strategies. Southcoast Health's Community Benefits Advisory Committee (CBAC) will engage in an ongoing evaluation of progress made on the short- and long-term goals of the annual Implementation Strategy, recommending adjustments to the plan as needed to positively impact and advance the health-related needs of the populations to be served. Through the needs assessment process, five priority health issues were identified based on the available health data, surveys of providers and community members, and interviews with key community leaders. These priorities are: Economic Opportunity (sub-categories: Social mobility, income, education): Economic opportunity can be defined as the ability of a person to reach their personal potential. Opportunity includes having access to resources that are essential to maintaining a good quality of life such as education, affordable housing, healthy foods, childcare, and stable employment. Unfortunately, many economic, social, and structural barriers prevent some South Coast residents from achieving their potential. These include obstacles such as concentrated poverty, racial discrimination, low wages, unequal educational access, and lack of quality opportunities for childhood learning. Economic opportunity begins with developing strategies for families to become economically stable so they can better support healthy children and break the cycle of poverty. Above all, it requires a coordinated effort among the many organizations working to lessen the impacts of poverty on the South Coast. Poverty is a major social determinant of health. Those in poverty often have less opportunity and less access to resources that can assist in improving and maintaining one's health. Resources that contribute to educational attainment, employment, housing status, health care opportunities, and social activities are all less accessible to those living in poverty. Southcoast has a Health Professionals Education program that partners with local universities and colleges for students to complete their clinical rotations, enhance their skills, and develop a pathway to a future career. During the group clinical rotations and observation opportunities, students work with their peers and Southcoast staff to learn and provide care to patients. Preceptorships give students the opportunity to work one on one with a mentor in their desired field. - There were approximately 7,050 hours spent by Nursing staff to support these clinical rotations, through providing oversight, education, and guidance. There were 540 student nurses that participated in group clinical placements. In addition, there were 67 one-to-one mentorship opportunities provided to student nurses, with 8,907 hours of nursing staff hours supporting this experience. - There were approximately 27,075 hours spent by Radiology, CT, Nuclear Medicine, and Ultrasound staff to support this clinical education and student experience. This is a 61% increase in hours spent from last fiscal. - There were approximately 2,341 hours spent by Occupational Therapy, Physical Therapy and Speech Therapy staff to engage in clinical rotations and to gain experience in the workplace. - Medical Residents and Nurse Practitioners to engage in clinical rotations and to gain experience in the workplace with embedded staff. There were 172,800 hours spent by staff to support this clinical experience. This is over a 100% increase in hours spent from last fiscal. Behavioral Health (sub-categories: mental health, substance use disorder + NAS, youth trauma): Mental health emerged throughout the Needs Assessment as one of the region's most prominent health issue. Behavioral health examines how a person's habits affect their mental and physical well-being. This includes behaviors related to nutrition, exercise, smoking, sleep, and stress. Behavioral health is also a blanket term that includes mental health and substance use disorder. As one might expect, COVID-19 exacerbated mental health and substance use issues significantly, with three primary mental health issues stressed by community members and providers: (1) the shortage of mental health professionals, (2) the overall behavioral health system, particularly the shortage of beds, and (3) equity in mental health, including issues of access and stigma. Substance use disorder (SUD) continues to be identified as a major challenge in the region, particularly in terms of the links between substance use disorder, other mental health issues, poverty, and homelessness. The region had 205 confirmed opioid-related deaths in 2021. Not only is this the greatest annual number of opioid-related deaths since 2013, but the number of deaths has increased steadily since 2013. Another outcome of the opioid crisis is the rate of newborns born with neonatal abstinence syndrome (NAS). NAS is a group of conditions that babies experience after being exposed to narcotics in the womb. Infants born with NAS can have low birth weight, respiratory distress, feeding difficulty, tremors, increased irritability, diarrhea, and occasionally seizures. Although data are not available at the local level, it is clear that the opioid crisis is impacting newborns in Southeast Massachusetts at a greater rate than elsewhere in the state. Southcoast developed an ED Overdose Awareness program in response to the high prevalence of substance use within the South Coast region to prevent unnecessary opioid overdose deaths. The Southcoast emergency departments provide individuals and patients who are at risk of an opioid overdose with a nasal naloxone kit and education on how to administer. During FY23 a total of 311 kits were distributed through our three Emergency Departments. Housing (sub-categories: homelessness, stability, affordability): Housing affordability is a social determinant of health. A lack of affordable housing contributes to housing instability and homelessness, both of which are strong predictors of poor health outcomes. Housing emerged as a primary issue of concern for community leaders and community members throughout the needs assessment process, with many stakeholders consistently identifying housing as the social determinant that affects the largest number of the people they serve. Overall, stakeholders are clear that housing challenges have been made worse by COVID-19, although the pandemic primarily worsened existing housing issues. The region's housing issue is primarily twofold: the focus in the region's cities is largely on rising rents and its implication on the working poor and people on fixed incomes. Conversely, the issue in many of the area's suburban communities is focused on the significant increase in single-family home prices. This dynamic is creating issues for seniors who want to remain in their homes but who are "house rich, cash poorfor younger families who leave the region because they cannot afford homes in the area. Housing insecurity disproportionately affects low-income households, people of color, and seniors. This trend is evident in Fall River and New Bedford where White households are less likely to be burdened by housing costs than their neighbors. Notably, lower-income households are primarily renters, and this group is more likely to have experienced a job loss during the pandemic because they are more likely to work in the industries impacted the hardest by the pandemic, either because of layoffs or the inability to work remotely. Community leaders identified homelessness as a significant issue in the region, which is partly an outcome of the affordable housing shortage. Mental health and substance abuse disorder, which are highly prevalent among the homeless population, are also key factors in the homelessness equation. Often, experiencing homelessness in combination with these issues creates challenges for entering shelters and transitional housing. In addition, the assessment captured that the use of the emergency department by homeless individuals is often their primary means of accessing health care. In doing so, community leaders point out that the homeless only engage with the healthcare system when they are experiencing a health crisis. Thus, not only is there concern that these individuals do not receive preventive care, but also that they do not receive adequate follow-up on their health issues. Southcoast has a Community Wellness Program where the Street Outreach team is overseen and conducted by the RN Addiction Nurse Specialist in partnership with SSTAR, and Steppingstone's Project FAIHR Program. This multi-disciplinary collaboration provides direct outreach and services to encampments to support those struggling with SUD/MH/housing insec
PART V, SECTION B, LINE 13H	SBH GRANTS FAP ELIGIBILITY FOR PERSONS WITH ANY TYPE OF MEDICAID.
PART V, SECTION B, LINE 16A	HTTP://WWW.SOUTHCOASTBEHAVIORAL.COM/ADMISSIONS/FINANCIAL-ASSISTANCE-POLICY
PART V, SECTION B, LINE 16B	HTTP://WWW.SOUTHCOASTBEHAVIORAL.COM/ADMISSIONS/FINANCIAL-ASSISTANCE-POLICY
PART V, SECTION B, LINE 16C	HTTP://WWW.SOUTHCOASTBEHAVIORAL.COM/ADMISSIONS/FINANCIAL-ASSISTANCE-POLICY
PART V, SECTION B, LINE 16J	THE HOSPITAL EMPLOYED FINANCIAL COUNSELOR MEETS WITH EVERY PATIENT THAT IS IDENTIFIED THAT MAY HAVE A FINANCIAL OBLIGATION, AND REVIEWS THE POLICY AND OFFERS FINANCIAL ASSISTANCE TO ALL PATIENTS TO DETERMINE IF THEY QUALIFY FOR CHARITY.

Schedule H (Form 990) 2022

Page 9

Part VFacility Information (continued)

Section D. 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) 2022

Page 10

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs 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.

Form and Line Reference	Explanation
PART I, LINE 3C	In furtherance of its charitable purposes, the Hospital will provide both (i) emergency treatment to any person requiring such care; and (ii) medically necessary behavioral healthcare services to patients who are permanent residents of the Commonwealth of Massachusetts (and others on a case-by-case basis) who meet the conditions and criteria set forth in the financial assistance policy; in each case, without regard to the patients' ability to pay for such care. It is the policy of the Hospital to provide financial assistance (care either for free or at discounted rates) to persons or families where: (i) there is limited or no health insurance available; (ii) the patient fails to qualify for governmental assistance (for example, Medicare or Medicaid); (iii) the patient cooperates with the Hospital in providing the requested information demonstrating financial need, or other facts and circumstances readily demonstrate financial need; and (iv) the Hospital makes an administrative determination that financial assistance is appropriate based on the patient's ability to pay (as established by family income or based on criteria demonstrating presumptive eligibility) and the size of the patient's medical bills. After the Hospital determines that a patient is eligible for financial assistance, the Hospital will determine the amount of financial assistance available to the patient by utilizing the Financial Assistance Guidelines. The Guidelines reflect family income levels tied to the most recent Federal Poverty Guidelines, and establish corresponding discount percentages. The Guidelines are adjusted annually to reflect the annual update to the Federal Poverty Guidelines, and to adjust the corresponding discount percentages to ensure that, in all cases, a patient determined to be eligible for financial assistance will not be billed more than the amounts generally billed by the Hospital for the same emergency or medically necessary behavioral health services to individuals who have insurance covering such care. In cases where third-party coverage (including private insurance or payment by governmental program) is nonexistent or likely to be inadequate, the Financial Counselor will inform the patient of the availability of Financial Assistance. Patients seeking financial assistance will be asked to complete the Financial Assistance Application. Once a completed Financial Assistance Application is received, the Financial Counselor will review the application and forward it to the Business Office Director. Patients who are determined to be presumptively eligible will be processed for financial assistance without need for completion of the Financial Assistance Application.
PART I, LINE 6A	SOUTHCOAST HEALTH SYSTEM, INC. (EIN 04-2794625), THROUGH ITS INTEREST IN SOUTHCOAST BEHAVIORAL HEALTH, JOINTLY CONDUCTED ITS CHNA WITH AFFILIATE SOUTHCOAST HOSPITALS GROUP, INC.
PART I, LINE 7	AMOUNTS REPORTED IN PART I, LINE 7 WERE DERIVED USING THE ACTUAL COST OF SERVICES PROVIDED BASED ON THE TOTAL COST-TO-CHARGE RATIO DERIVED FROM SBH'S MEDICARE COST REPORT.
PART I, LINE 7, COLUMN F	IN MARCH 2015, THE SOUTHCOAST ACQUIRED A 25% INTEREST IN NORTHEAST BEHAVIORAL, LLC, WHICH OWNS A 120-BED PSYCHIATRIC HOSPITAL DOING BUSINESS AS SOUTHCOAST BEHAVIORAL HEALTH (SBH). SOUTHCOAST HEALTH SYSTEM'S INTEREST IN SBH IS RECORDED UNDER THE EQUITY METHOD OF ACCOUNTING IN SOUTHCOAST HEALTH SYSTEM'S CONSOLIDATED FINANCIAL STATEMENTS. AMOUNTS REPORTED IN PART I, LINE 7 REPRESENT SOUTHCOAST HEALTH SYSTEM'S ALLOCABLE SHARE OF SBH'S TOTAL COMMUNITY BENEFIT EXPENSES AND DIRECT OFFSETTING REVENUE. THE DENOMINATOR USED TO CALCULATE THE COMMUNITY BENEFIT PERCENT OF TOTAL EXPENSE IN PART I, LINE 7, COLUMN (F), REPRESENTS SOUTHCOAST HEALTH SYSTEM'S ALLOCABLE SHARE OF SBH'S TOTAL EXPENSE (EXCLUDING BAD DEBT EXPENSE), PLUS SOUTHCOAST HEALTH SYSTEM'S TOTAL FUNCTIONAL EXPENSE AS REPORTED IN PART IX. AMOUNTS REPORTED IN PART III REPRESENT SOUTHCOAST HEALTH SYSTEM'S ALLOCABLE SHARE OF SBH'S MEDICARE AND BAD DEBT AMOUNTS.
PART III, LINE 2	BAD DEBT EXPENSE IS A COMBINATION OF RESERVES BASED ON THE AGE OF THE ACCOUNT, AND ACTUAL WRITE-OFFS OF BALANCES DETERMINED UNCOLLECTIBLE IN ACCORDANCE WITH THE BUSINESS OFFICE POLICIES OF SBH. AFDA IS RESERVED FOR AS BAD DEBT EXPENSE IS A COMBINATION OF RESERVES BASED ON THE AGE OF THE ACCOUNT, AND ACTUAL WRITE-OFFS OF BALANCES DETERMINED UNCOLLECTIBLE IN ACCORDANCE WITH THE BUSINESS OFFICE POLICIES OF SBH. AFDA IS RESERVED FOR AS FOLLOWS: 35% OF ALL MEDICARE DEDUCTIBLES/COINSURANCE, 100% OF SELF-PAY, REGARDLESS OF AGE, 0% OF 0 - 90 DAY INSURANCE, 10% OF 91-120 DAY INSURANCE, 20% OF 121-150 DAY INSURANCE, 75% OF 151-180 DAY INSURANCE, AND 100% OF >180 DAY INSURANCE. ADDITIONALLY, 65% OF MEDICARE BAD DEBT WRITE OFFS ARE RECOVERABLE ON THE MEDICARE COST REPORT AND AS SUCH THEY ARE RECORDED AS AN OFFSET TO BAD DEBT EXPENSE.
PART III, LINE 3	PER SOUTHCOAST'S ASSESSMENT OF THE COMMUNITY IT SERVES, A CERTAIN PERCENTAGE OF THE POPULATION WOULD QUALIFY FOR FINANCIAL ASSISTANCE BUT DO NOT APPLY. DUE TO THIS SOUTHCOAST CONSIDERS THIS AMOUNT OF BAD DEBT AS A COMMUNITY BENEFIT EXPENSE.
PART III, LINE 4	FOOTNOTE 2 PAGES 7-8, AND FOOTNOTE 3 PAGE 13 OF THE ATTACHED CONSOLIDATED FINANCIAL STATEMENTS RELATES TO ALLOWANCE FOR DOUBTFUL ACCOUNTS AND BAD DEBTS.
PART III, LINE 8	THE COSTING METHODOLOGY USED TO DETERMINE ALLOWABLE COSTS IS BASED ON THE ACTUAL COST OF SERVICES PROVIDED BASED ON THE TOTAL COST-TO-CHARGE RATIO DERIVED FROM SBH'S MEDICARE COST REPORT.
PART III, LINE 9B	IN THE EVENT THAT A PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE BUT FAILS TO TIMELY PAY ANY REMAINING BALANCE DUE (INCLUDING, IF APPLICABLE, PER THE TERMS OF THE AGREED-UPON PAYMENT PLAN), SOUTHCOAST MAY TAKE ANY OF THE ACTIONS SET FORTH IN THE HOSPITAL'S BILLING AND COLLECTION POLICY, INCLUDING SENDING REMAINING SELF-PAY BALANCES TO A THIRD PARTY COLLECTION AGENCY WITHIN 90-120 DAYS OF PATIENT'S DISCHARGE DATE. CONSISTENT WITH THE BILLING AND COLLECTION POLICY, THE HOSPITAL WILL NOT UNDERTAKE ANY EXTRAORDINARY COLLECTION ACTIONS (AS DEFINED IN THAT POLICY) WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE A PATIENT'S ELIGIBILITY FOR FINANCIAL ASSISTANCE PURSUANT TO THIS POLICY.
PART VI, LINE 2	SOUTHCOAST HEALTH SYSTEM THROUGH ITS INTEREST IN SBH AIMS TO ADDRESS AN URGENT HEALTHCARE NEED OF THE COMMUNITY IT SERVES BY PROVIDING HIGH QUALITY MEDICAL CARE FOR COMMUNITY MEMBERS FACING BEHAVIORAL HEALTH ISSUES. SERVICES PROVIDED BY SBH ADDRESS NEEDS IDENTIFIED BY ITS AFFILIATE SOUTHCOAST HOSPITALS GROUP IN their joint COMMUNITY HEALTH NEEDS ASSESSMENT. Mental health emerged throughout the Needs Assessment as one of the region's most prominent health issue. Behavioral health examines how a person's habits affect their mental and physical well-being. This includes behaviors related to nutrition, exercise, smoking, sleep, and stress. Behavioral health is also a blanket term that includes mental health and substance use disorder. As one might expect, COVID-19 exacerbated mental health and substance use issues significantly, with three primary mental health issues stressed by community members and providers: (1) the shortage of mental health professionals, (2) the overall behavioral health system, particularly the shortage of beds, and (3) equity in mental health, including issues of access and stigma.
PART VI, LINE 3	THE HOSPITAL EMPLOYED TWO FINANCIAL COUNSELORS THAT MEET WITH EVERY PATIENT THAT IS IDENTIFIED WHO MAY HAVE A FINANCIAL OBLIGATION, AND REVIEWS THE POLICY AND OFFERS FINANCIAL ASSISTANCE TO ALL PATIENTS TO DETERMINE IF THEY QUALIFY FOR CHARITY. If and when a patient does not have a secondary insurance and does not qualify for Medicaid to cover a patient responsibility, the inhouse financial counselors provide a copy of the financial assistance application and policy. The counselors also discuss with the patient the availability of various government benefits, such as Medicaid or state programs, and assists the patient with qualification for such programs, where applicable.
PART VI, LINE 4	Geographic Area: The South Coast region is composed of thirteen communities located in the Southeastern portion of Massachusetts. This regional definition coincides with Community Health Network Area 25, Partners for a Healthier Community (Greater Fall River), and Community Health Network Area 26, Greater New Bedford Allies for Health and Wellness (Greater New Bedford). Fall River and New Bedford are two of the state's many Gateway Cities, which are defined as midsize urban centers that anchor regional economies. These cities are primarily former industrial centers that were the traditional gateways for immigrants. As has been the case across most of the state's Gateway Cities, Fall River, New Bedford, and many suburban areas in the South Coast region for that matter, have not experienced the benefits from the Boston metro area's knowledge economy, with many of the region's service-related jobs requiring relatively low levels of formal training or education and paying comparatively low wages. Accordingly, Fall River and New Bedford, and some of the region's suburban communities, fall below their regional counterparts and state averages on most socioeconomic metrics. Demography: The South Coast's population was 357,212 in 2020, which represents 5.1% of the state's total population. Fall River and New Bedford account for 54.6% of the region's total. The region's population increased by 4.9% from 2010 to 2020 and by 16.1% since 1970, both of which lag behind the statewide population growth rates for these periods (7.4% and 23.6% respectively). Population growth and residential development over the past five decades have been uneven within the region, with much of the growth from 1970 to 2010 driven by population increases in the region's suburbs. The population in the cities of Fall River and New Bedford declined by 14,746 residents from 1970 to 2010, while the region's suburban towns grew by 47,730 residents over this period. However, this trend has reversed in the last decade, with the region's cities experiencing a population increase of 11,150 residents from 2010 to 2020, compared with an increase of just 5,487 residents in the suburbs. Perhaps the most significant demographic trend in the region is its changing racial makeup. This is particularly true in the city of New Bedford, where nearly a quarter of New Bedford residents (24.3%) identify as Hispanic, almost double the statewide percentage (12.6%). In addition, the student populations in Fall River and New Bedford are much more diverse than the population as a whole. Only 46.2% of students in the Fall River Public Schools identify as White (compared to 73.4% of all residents) and only 37.5% of students in the New Bedford students identify as White (compared to 60.8% in the city as a whole. The higher share of minorities in the school system compared to the community is, in part, a product of the national trend of minority births exceeding white births. As this trend continues, the student population in the region will only grow more diverse. The South Coast has long been an attractive place to settle for immigrants, and as Gateway Cities, Fall River and New Bedford have been traditional destinations for new arrivals to America since the late 18th century. More than twenty-one percent (21.3%) of Fall River residents and nineteen percent (19.0%) of New Bedford residents were born outside the U.S. While Portuguese immigrants comprised the majority of the region's foreign-born residents in the last half of the 20th century, emigration from Europe to the U.S. has slowed, and now immigrants from Latin America, South America, Africa, and Asia account for increasing shares of the populations in the region. There are health care implications inherent in being a hub for immigrants, including language barriers, lack of insurance, low health literacy, and other health access issues. The age cohorts in the South Coast generally reflect their counterparts at the state level. However, the region has a slightly higher share of residents 65 years of age or older, which is more pronounced in the region's towns. Fall River and New Bedford have larger shares of the population under the age of 35 when compared to their metro areas and the South Coast overall. Poverty is a major social determinant of health. Those in poverty often have less opportunity and less access to resources that can assist in improving and maintaining one's health. Resources that contribute to educational attainment, employment, housing status, health care opportunities, and social activities are all less accessible to those living in poverty. Over twelve percent (12.6%) of the region's population and 9.8% of its families are below the poverty level. This compares to 9.8% and 6.6% statewide, respectively. The poverty rates in Fall River and New Bedford are nearly double the state average. Students are often the socioeconomic bellwether of a community. More than sixty-two percent (62.2%) of the region's public-school students are classified as economically disadvantaged by the Department of Elementary and Secondary Education (DESE). Much like other poverty measures, the share of public-school students economically disadvantaged in Fall River and New Bedford is about twice the state average. Education: As a region, the South Coast has long struggled with low levels of educational attainment. Massachusetts has the second most highly educated population in the country and one of the most well-educated populations in the world. In contrast, Fall River and New Bedford have some of the lowest levels of educational attainment levels of any cities in Massachusetts. High school graduation rates in Fall River and New Bedford are also well below the state average, while rates for most of the other high schools in the region are above the state average. Not surprisingly, a lower percentage of students in these communities plan to attend college: only 54% of students in Fall River and 51% of students in New Bedford plan to move on to college. In both cities, the majority of the population 25 years of age or older has never attended a college or university. Housing: Housing affordability is a social determinant of health. A lack of affordable housing contributes to housing instability and homelessness, both of which are strong predictors of poor health outcomes. The housing issue in the South Coast is primarily twofold: the focus in the region's cities is primarily on rising rents and the implications on the working poor and people on fixed incomes. This dynamic results in many households paying housing costs that are above their means, which in turn leaves less household income available for health care and other basic needs. During the 2016-2020 period, 46.5% of renters and 30.5% of homeowners in the South Coast were housing cost burdened. Housing insecurity disproportionately affects low-income households, people of color, and seniors. This trend is evident in Fall River and New Bedford where White households are less likely to be burdened by housing costs than their neighbors. Health & Wellness: The region's health is affected by the physical conditions of the South Coast. A person's physical environment can profoundly affect health outcomes. Environmental factors that affect health outcomes include, but are not limited to, access to healthy food, air quality, water quality, and environmental contamination. In particular, exposure to contaminants through pathways from the air, water, soil, and food can lead to extreme health issues. Unhealthy behaviors lead to poor health outcomes. Tobacco use, physical inactivity, and poor nutrition contributes to preventable chronic diseases such as diabetes, cancer, heart disease, and lung disease. While some chronic conditions are a result of behavior or genetics, social and environmental factors can also elevate the risk of contracting chronic disease: The smoking prevalence in Fall River remains stubbornly high; 23.2% in Fall River and 22.4% in New Bedford, compared to 12.0% in Massachusetts and 16.0% for the country as a whole. In nearly each disease prevalence, the cities of Fall River and New Bedford are higher in comparison to the state and national averages. Most notably, the percentage of Fall River residents who report chronic obstructive pulmonary disease (9.7%) is nearly double that of the state (4.9%). While substance use disorder continues to rank as one of the top health priorities, stakeholders caution that alcohol abuse is also a significant issue; 69% of HSSP survey respondents rate alcohol use disorder as an "extremely concerning" issue. Bristol County, which includes Fall River and New Bedford, has one of the highest percentages of food insecurity among the state's fourteen counties; an estimated 11.0% of residents were food insecure in 2020. In the South Coast, 84,968 residents received SNAP benefits in July 2022, which is an increase of 26.2% (17,631 recipients) from Februa
PART VI, LINE 5	THE OPERATING AGREEMENT OF SBH STATES: IT IS THE INTENTION OF THE PARTIES HERETO THAT THE COMPANY THROUGH THE BEHAVIORAL BUSINESS FURTHERS THE CHARITABLE AND COMMUNITY-BASED HEALTH CARE PURPOSES OF THE SOUTHCOAST MEMBER AND SOUTHCOAST BY PROMOTING HEALTH FOR A BROAD CROSS-SECTION OF THE COMMUNITY. IN FURTHERANCE OF THESE PURPOSES, THE SOUTHCOAST MEMBER MAY FROM TIME TO TIME FORMULATE AND IMPLEMENT (AND/OR DIRECTLY ASSIST THE OPERATIONS MANAGER AND/OR ANY AND ALL MANAGERS AND OFFICERS OF THE COMPANY IN THE IMPLEMENTATION OF), POLICIES AND PROCEDURES FOR OPERATION OF THE BEHAVIORAL BUSINESS AND THE COMPANY SHALL ADOPT AND IMPLEMENT SUCH POLICIES AND PROCEDURES ESTABLISHED BY THE SOUTHCOAST MEMBER TO PROMOTE THE PUBLIC HEALTH NEEDS OF THE COMMUNITY, INCLUDING POLICIES AND PROCEDURES REGARDING ADMISSION TO THE HOSPITAL, FINANCIAL ASSISTANCE ELIGIBILITY CRITERIA, INDIGENT AND CHARITY CARE RENDERED THROUGH THE BEHAVIORAL BUSINESS, PERFORMANCE OF COMMUNITY HEALTH NEEDS ASSESSMENTS, COMMUNITY EDUCATION ACTIVITIES AND OTHER COMMUNITY HEALTH CARE PROGRAMS MADE ACCESSIBLE THROUGH THE HOSPITAL TO THE PUBLIC. IN ADDITION TO THE JOINT VENTURE WITH SBH, SHS PROMOTES THE HEALTH OF THE COMMUNITY IN OTHER WAYS, SUCH AS: (1) THE MAJORITY OF THE SHS BOARD ARE INDEPENDENT MEMBERS WHO RESIDE IN THE SOUTHCOAST REGION. (2) MANY QUALIFIED PHYSICIANS WITHIN THE COMMUNITY HAVE APPLIED FOR AND BEEN GRANTED MEDICAL STAFF PRIVILEGES IN THE SOUTHCOAST HEALTH SYSTEM, INCLUDING CHARLTON MEMORIAL HOSPITAL (FALL RIVER, MA), SAINT LUKE'S HOSPITAL (NEW BEDFORD, MA) AND TOBEY HOSPITAL (WAREHAM, MA), AND (3) SURPLUS FUNDS ARE PUT BACK INTO THE SYSTEM TO IMPROVE MEDICAL FACILITIES, PURCHASE NEW EQUIPMENT, MAKE IMPROVEMENTS TO PATIENT CARE, PROVIDE TRAINING AND EDUCATION TO STAFF, PERFORM NECESSARY RESEARCH, ETC.
PART VI, LINE 6	Affiliate SHG Files an annual report with the office of the Massachusetts attorney general. The Southcoast Health Community Benefits program THAT OPERATES UNDER AFFILIATE SOUTHCOAST HOSPITALS GROUP, INC. (SHG) works with Southcoast affiliates including, Southcoast Behavioral Health, Southcoast Visiting Nurses Association (VNA), Southcoast Physicians Group (SPG), and Southcoast Health Network (SHN), to coordinate all community benefit activities designed to address pressing health issues in our region and improve access to health care. The Manager of Community Health & Wellness, who reports to the Executive Director of Operations for Southcoast Health Network, manages the day-to-day community benefit activities. Updates and presentations on community benefit activities to Southcoast leadership at Board, Vice President, Director, and Manager level meetings are given on a regular basis. Messaging of these activities are delivered to all employees through a weekly internal e-newsletter, and monthly safety huddles, Diversity Equity and Inclusion Council meetings, the Taking Care of You Committee meetings and practice manager meetings.
PART VI, LINE 7	AFFILIATE SHG FILES AN ANNUAL REPORT WITH THE OFFICE OF THE MASSACHUSETTS ATTORNEY GENERAL.

Schedule H (Form 990) 2022

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" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

SOUTHCOAST HEALTH SYSTEM INC

Employer identification number

04-2794625

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 on 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 on 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 .....

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

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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on 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," on line 5a or 5b, describe in Part III.

For persons listed on 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," on line 6a or 6b, describe in Part III.

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

Were any amounts reported on 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" on 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) 2022

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 on 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, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on 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)
1KEITH HOVAN FORMER PRESIDENT & CEO	(i) (ii)	0 ------------- 115,000	0 ------------- 500,000	0 ------------- 3,844,953	0 ------------- 18,300	0 ------------- 21,907	0 ------------- 4,500,160	0 ------------- 903,000
2WADE BROUGHMAN TREASURER/ EVP FIN/ CFO	(i) (ii)	0 ------------- 751,100	0 ------------- 150,200	0 ------------- 126,027	0 ------------- 18,300	0 ------------- 17,860	0 ------------- 1,063,487	0 ------------- 0
3RENEE CLARK ASSISTANT CLERK/ EVP/ COO	(i) (ii)	0 ------------- 751,100	0 ------------- 150,200	0 ------------- 118,708	0 ------------- 130,965	0 ------------- 21,394	0 ------------- 1,172,367	0 ------------- 114,300
4CHRISTINE M CERNAK ED-INTEGRATED CARE MGMT	(i) (ii)	0 ------------- 251,583	0 ------------- 0	0 ------------- 1,877	0 ------------- 0	0 ------------- 17,251	0 ------------- 270,711	0 ------------- 0
5CELESTE DUBOIS PHARMACIST CLINICAL SPEC AMB	(i) (ii)	0 ------------- 146,362	0 ------------- 217	0 ------------- 0	0 ------------- 8,785	0 ------------- 496	0 ------------- 155,860	0 ------------- 0
6LINDA CLARK PHARMACIST-CLINICAL SPEC AMB	(i) (ii)	0 ------------- 147,921	0 ------------- 228	0 ------------- 0	0 ------------- 8,883	0 ------------- 530	0 ------------- 157,562	0 ------------- 0
7DAWN DAVIDIAN RN MEDICAL CARE MGT SHN	(i) (ii)	0 ------------- 155,992	0 ------------- 0	0 ------------- 1,992	0 ------------- 8,874	0 ------------- 7,542	0 ------------- 174,400	0 ------------- 0
8KENNETH EUGENIO MANAGER OF OPERATIONS SHN	(i) (ii)	0 ------------- 160,330	0 ------------- 0	0 ------------- 2,889	0 ------------- 10,234	0 ------------- 21,410	0 ------------- 194,863	0 ------------- 0
9LAUREN MELBY VP POPULATION HEALTH	(i) (ii)	0 ------------- 199,874	0 ------------- 6,252	0 ------------- 600	0 ------------- 0	0 ------------- 20,605	0 ------------- 227,331	0 ------------- 0
10JEFFREY LAWRENCE MD SVP, CTIO, PHYS IN CHIEF PC	(i) (ii)	0 ------------- 619,747	0 ------------- 106,972	0 ------------- 0	0 ------------- 93,750	0 ------------- 7,162	0 ------------- 827,631	0 ------------- 0
11ILANA FEINERMAN MD TRUSTEE	(i) (ii)	0 ------------- 494,635	0 ------------- 60,000	0 ------------- 112,038	0 ------------- 18,300	0 ------------- 20,894	0 ------------- 705,867	0 ------------- 0
12RAYFORD S KRUGER MD PRESIDENT & CEO	(i) (ii)	0 ------------- 842,500	0 ------------- 387,000	0 ------------- 523,349	0 ------------- 224,100	0 ------------- 15,531	0 ------------- 1,992,480	0 ------------- 0
13ANA LAUS TRUSTEE (UNTIL 12/22)	(i) (ii)	0 ------------- 279,615	0 ------------- 49,646	0 ------------- 117,142	0 ------------- 17,680	0 ------------- 679	0 ------------- 464,762	0 ------------- 0

Schedule J (Form 990) 2022

Page 3

Part III

Supplemental Information

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.

Return Reference	Explanation
PART I, LINE 1A	SHS DOES NOT EMPLOY ANY INDIVIDUALS. OFFICERS AND TRUSTEES OF SHS RECEIVE NO COMPENSATION FOR THEIR ROLES IN THESE CAPACITIES. OFFICERS AND TRUSTEES (CURRENT OR FORMER) WITH REPORTABLE COMPENSATION ARE COMPENSATED BY A NON-PROFIT SUBSIDIARY ORGANIZATION'S PAYROLL FOR SERVICES RENDERED AS EMPLOYEES OF THE SUBSIDIARY.
PART I, LINE 3	SOUTHCOAST HOSPITAL GROUP (SHG), A RELATED ORGANIZATION CHECKED THE FOLLOWING BOXES WHICH WERE USED BY SHG TO ESTABLISH COMPENSATION OF THE PRESIDENT: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4A	A SEVERANCE PAYMENT OF $2,037,080 WAS MADE DURING THE REPORTING PERIOD TO KEITH HOVAN THAT WAS PAID FROM SOUTHCOAST HOSPITAL GROUP, INC., A RELATED ORGANIZATION. PART I, LINE 4B OFFICERS, DIRECTORS, AND KEY EMPLOYEES WHO ARE EMPLOYEES OF SOUTHCOAST PARTICIPATE IN SOUTHCOAST'S 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. CONTRIBUTION CREDITS UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART, II, COLUMN (C). ONLY UPON TERMINATIONS OF EMPLOYMENT DO FULLY VESTED PARTICIPANTS RECEIVE DISTRIBUTIONS FROM THE PLAN. CONTRIBUTIONS VEST THE EARLIER OF: JULY 1 OF THE 3RD CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE CONTRIBUTION CREDIT IS MADE; UPON REACHING AGE 62; DEATH; DISABILITY; OR INVOLUNTARY SEPARATION. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES THE VESTED PORTION OF CONTRIBUTIONS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO THE RISK OF FORFEITURE. RENEE CLARK - $115,203 WADE BROUGHMAN - $112,665 THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES A LIQUIDATION DISTRIBUTION DUE TO TERMINATION. KEITH HOVAN - $1,806,177
PART II, COLUMN F	OFFICERS, DIRECTORS, AND KEY EMPLOYEES WHO ARE EMPLOYEES OF SOUTHCOAST PARTICIPATE IN SOUTHCOAST'S 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. PRIOR YEAR CONTRIBUTION CREDITS INCLUDED AS DEFERRED IN A PRIOR YEAR AND AS W-2 COMPENSATION IN THE CURRENT YEAR ARE INCLUDED IN SCHEDULE J, PART, II, COLUMN (F). ONLY UPON TERMINATIONS OF EMPLOYMENT DO FULLY VESTED PARTICIPANTS RECEIVE DISTRIBUTIONS FROM THE PLAN. CONTRIBUTIONS VEST THE EARLIER OF: JULY 1 OF THE 3RD CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE CONTRIBUTION CREDIT IS MADE; UPON REACHING AGE 62; DEATH; DISABILITY; OR INVOLUNTARY SEPARATION. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDES THE ORIGINAL CONTRIBUTION CREDITS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO THE RISK OF FORFEITURE. KEITH HOVAN - $903,000 RENEE CLARK - $114,300

Schedule J (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

SOUTHCOAST HEALTH SYSTEM INC

Employer identification number

04-2794625

Return Reference	Explanation
PART III, LINE 1:	THE MISSION OF SOUTHCOAST HEALTH SYSTEM, INC.(SHS) IS TO CARE FOR AND IMPROVE THE HEALTH AND PROMOTE THE WELLNESS OF THE INDIVIDUALS AND COMMUNITIES SERVED BY OPERATING EXCLUSIVELY FOR THE BENEFIT OF SOUTHCOAST HOSPITALS GROUP, INC (SHG), A SAFETY NET PROVIDER OF HOSPITAL SERVICES, AND ITS AFFILIATED ORGANIZATIONS THROUGH THE DEVELOPMENT OF A COMMUNITY OWNED SYSTEM WITH MULTIPLE ACCESS POINTS OFFERING AN INTEGRATED CONTINUUM OF HEALTH CARE SERVICES.
PART VI, SECTION A, LINE 2:	CERTAIN OFFICERS AND TRUSTEES OF SHS ARE OFFICERS OR TRUSTEES OF RELATED EXEMPT ORGANIZATIONS AND OF RELATED TAXABLE ORGANIZATIONS. INDIVIDUALS WITH REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS IN PART VII, SECTION A, COLUMN (E), ARE EMPLOYEES OF RELATED EXEMPT ORGANIZATIONS.
PART VI, SECTION B, LINE 11B:	THE ORGANIZATION PREPARES THE FORM 990 WITH THE ASSISTANCE OF A PAID PREPARER. A DRAFT OF THE FORM 990 IS PRESENTED TO THE MANAGEMENT FOR REVIEW AND COMMENT. A DRAFT OF THE FORM 990 IS ALSO PROVIDED TO THE ORGANIZATION'S AUDIT COMMITTEE FOR REVIEW. A FINAL COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. AN OFFICER OF THE ORGANIZATION AND ITS PAID PREPARER, RESPECTIVELY, SIGN THE FINAL FORM 990.
PART VI, SECTION B, LINE 12C:	SHS HAS CONFLICT OF INTEREST, LEGAL COMPLIANCE AND CODE OF CONDUCT POLICIES THAT APPLY TO ALL TRUSTEES, OFFICERS AND EMPLOYEES (REFERRED TO AS "MEMBERS"). ON AN ANNUAL BASIS, EACH MEMBER WILL COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE WHICH AFFIRMS THAT EACH PERSON HAS: (1) RECEIVED A COPY OF THE POLICY; (2) READ AND UNDERSTOOD THE POLICY; (3) AGREED TO COMPLY WITH THE POLICY, AND (4) UNDERSTOOD THAT THE SYSTEM ENTITIES ARE CHARITABLE ORGANIZATIONS AND THAT TO MAINTAIN THEIR FEDERAL TAX EXEMPTION, SUCH ENTITIES MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE SYSTEM OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES, DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL TAXATION, AND IN CONNECTION WITH ITS COMPLIANCE PROGRAM, SYSTEM'S MANAGEMENT SHALL CONDUCT PERIODIC REVIEWS OF THE CONFLICT OF INTEREST POLICY AND THE OPERATION AND APPLICATION OF IT. MEMBERS SHALL DISCLOSE ANY INTERESTS OR ACTIVITIES IN WHICH THEY ARE INVOLVED OR BECOME INVOLVED THAT DO RESULT, OR MAY APPEAR TO RESULT IN A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST AND SHALL COMPLY WITH, AND MAKE ALL REQUIRED DISCLOSURES UNDER THE CONFLICT OF INTEREST POLICY PRIOR TO COMMENCING, CONTINUING, OR CONSUMMATING ANY ACTIVITY OR TRANSACTION WHICH RAISES A CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST. EACH MEMBER IS UNDER AN ONGOING DUTY TO UPDATE AND KEEP CURRENT THE INFORMATION CONTAINED IN THEIR QUESTIONNAIRE. AT LEAST ANNUALLY, OR AS NECESSARY BASED ON DISCLOSURES, THE GENERAL COUNSEL WILL SUMMARIZE AND REPORT ALL DISCLOSURES TO THE PRESIDENT AND CEO AND THE CHAIRMAN OF THE BOARD OF TRUSTEES (OR HIS/HER DESIGNEE). UPON DISCLOSURE OF FINANCIAL OR NON-FINANCIAL INTERESTS ("INTERESTS") AND ALL MATERIAL FACTS RELATED THERETO BY MEMBER OR AN INTERESTED PERSON, THE CHAIR OF THE SYSTEM'S GOVERNANCE COMMITTEE SHALL DETERMINE IN CONJUNCTION WITH THE GENERAL COUNSEL WHETHER A CONFLICT OF INTEREST EXISTS. THE GOVERNANCE COMMITTEE CAN CONTINUE TO DISCUSS THE ISSUE WITH THE MEMBER OR INTERESTED PERSON TO CLARIFY OR OBTAIN ADDITIONAL INFORMATION. HOWEVER, BEFORE THE GOVERNANCE COMMITTEE DISCUSSES OR DETERMINES WHETHER THE MEMBER OR OTHER INTERESTED PERSON'S INTERESTS CONSTITUTE A CONFLICT OF INTEREST, THE MEMBER OR INTERESTED PERSON MUST LEAVE THE MEETING. IN THE EVENT THE INTEREST INVOLVES THE CHAIR OR CEO, THE REMAINING GOVERNANCE COMMITTEE MEMBERS SHALL APPOINT ONE OR MORE DISINTERESTED TRUSTEES TO MAKE SUCH A DETERMINATION. ONCE THE DETERMINATION OF THE CONFLICT OF INTEREST IS MADE BY THE GOVERNANCE COMMITTEE, SUCH DETERMINATION, ALONG WITH APPROPRIATE MITIGATION PLANS, WILL BE SUBMITTED BY THE GOVERNANCE COMMITTEE FOR REVIEW AND APPROVAL. IF THE BOARD OR ANY BOARD COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE AN ACTUAL CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST, IT SHALL INFORM SUCH PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD SUCH A MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE IT. IF, AFTER HEARING THE RESPONSE OF SUCH PERSON AND MAKING FURTHER INQUIRY OR INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR BOARD COMMITTEE DETERMINES THAT SUCH PERSON HAS IN FACT FAILED TO DISLCOSE AN ACTUAL CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST, THE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION SHALL BE TAKEN.
PART VI, SECTION C, LINE 19:	SHS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
PART VII, SECTION A, LINE 1:	TRUSTEES AND OFFICERS ARE COMPENSATED FOR THEIR ROLES OUTSIDE OF THEIR CAPACITY AS TRUSTEES AND OFFICERS.
PART XI, LINE 9:	OTHER CHANGES IN NET ASSETS OR FUND BALANCES ARE TRANSFERS AMONG AFFILIATES ($7,742,991).
PART XII, LINES 2A AND 2B:	FINANCIAL RESULTS FOR SHS ARE INCLUDED IN THE SOUTHCOAST HEALTH SYSTEM, INC. AND AFFILIATES AUDITED FINANCIAL STATEMENTS AS OF AND FOR THE YEARS SEPTEMBER 30, 2022 AND 2023 WHICH WERE ISSUED WITH AN INDEPENDENT AUDITORS REPORT WITH AN UNQUALIFIED OPINION. INCLUDED IN THESE AUDITED FINANCIAL STATEMENTS IS SUPPLEMENTAL CONSOLIDATED INFORMATION AS OF AND FOR THE YEAR ENDED SEPTEMBER 30, 2023. NO STAND ALONE AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR SHS FOR THE YEAR ENDED SEPTEMBER 30, 2023.
FORM 990 PART IX LINE 11G	DESCRIPTION:CONSULTING/ADVISORY FEES TOTAL FEES:3125
FORM 990 PART IX LINE 11G	DESCRIPTION:OUTSOURCED SERVICES TOTAL FEES:1074779
FORM 990 PART IX LINE 11G	DESCRIPTION:CONTRACT PHYSICIANS TOTAL FEES:599295
FORM 990 PART IX LINE 11G	DESCRIPTION:PASS THROUGH EXP TOTAL FEES:7317469

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

Cat. No. 51056K

Schedule O (Form 990) 2021

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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

SOUTHCOAST HEALTH SYSTEM INC

Employer identification number

04-2794625

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on 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
(1) Southcoast Accountable Care Org LLC 101 Page St New Bedford,MA02740 61-1577608	ACO	MA	5,645,687	5,645,687	SHS INC
(2) SOUTHCOAST HEALTH NETWORK 200 MILL ROAD SUITE 190 FAIRHAVEN,MA02719 81-3430690	IPA	MA	15,200,856	53,751,450	SHS INC

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on 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 Hospitals Group Inc 101 Page St New Bedford,MA02740 22-2592333	acute care	MA	501(c)(3)	3	SHS	Yes
(2)Southcoast Physicians Group Inc 200 Mill Rd Ste 180 Fairhaven,MA02719 22-2703314	PHYS. SVCS.	MA	501(c)(3)	10	SHS	Yes
(3)Southcoast Ventures Inc 101 Page St New Bedford,MA02740 04-3003172	PHYS. SVCS.	MA	501(c)(3)	12, Type I	SHS	Yes
(4)SOUTHCOAST LONG TERM CARE SERVICES INC 363 Highland Ave Fall River,MA02720 04-3109579	SUPP. SHG	MA	501(c)(3)	12, Type I	SHS	Yes
(5)Southcoast Visiting Nurse Assn InC 200 Mill Rd Fairhaven,MA02719 04-2105745	home care	MA	501(c)(3)	10	SHS	Yes
(6)SOUTHCOAST LONG TERM CARE PROPERTIES INC 101 Page St New Bedford,MA02740 04-2984542	Inactive	MA	501(c)(3)	12, Type I	SHS	Yes
(7)SOUTHCOAST HEALTH AMBASSADORS INC 363 HIGHLAND AVENUE FALL RIVER,MA02720 04-3583676	SUPPORT SHG	MA	501(C)(3)	12, TYPE I	SHG	Yes

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

Cat. No. 50135Y

Schedule R (Form 990) 2021

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on 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 V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(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 V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on 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	(h) Percentage ownership	(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	(h) Percentage ownership	Yes	No
(1) Coastline Professional Assurance Co PO Box 1085 GRAND CAYMAN KY1-1102 CJ 98-0445031	Insurance	CJ	SHS	C Corp	11,241,258	38,160,951	100.000 %	Yes
(2) Health Management Initiatives Inc 363 Highland Ave Fall River,MA02720 04-2998712	COMM RENTAL	MA	SHS	C Corp	398,465	5,341,561	100.000 %	Yes
(3) CHARITABLE REMAINDER TRUSTS (12)	CHARITABLE TR	MA	SHG	TRUST				Yes

Schedule R (Form 990) 2021

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on 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) ............................

Yes

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) .......................

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

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

Yes

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) ............................

Yes

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) ............................

Yes

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 related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) Southcoast Physicians Group Inc	R	73,446,813	CASH
(2) Southcoast Physicians Group Inc	P	5,484,472	CASH
(3) Southcoast Physicians Group Inc	O	260,524	CASH
(4) Southcoast Physicians Group Inc	L	1,421,825	CASH
(5) Southcoast Hospitals Group Inc	P	2,149,252	CASH
(6) Southcoast Hospitals Group Inc	O	5,358,386	CASH
(7) Southcoast Hospitals Group Inc	L	1,522,263	CASH
(8) Southcoast Hospitals Group Inc	s	65,813,797	cash
(9) Southcoast Hospitals Group Inc	Q	107,032	CASH
(10) COASTLINE PROFESSIONAL ASSURANCE CORP	F	1,500,000	CASH
(11) COASTLINE PROFESSIONAL ASSURANCE CORP	P	75,109	CASH
(12) SOUTHCOAST HEALTH AMBASSADORS INC	R	109,975	CASH

Schedule R (Form 990) 2021

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on 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)	(d) Predominant income (related, unrelated, excluded from tax under sections 512-514)	(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 V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(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 V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) NORTHEAST BEHAVIORAL HEALTH 6100 TOWER CIRCLE STE 1000FRANKLIN TN,TN37067 30-0751914	behavioral he	TN	related		No	4,952,920	13,278,749		No	0		No	25.000 %

Schedule R (Form 990) 2021

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation
SCHEDULE R, PART V	ALL TRANSACTIONS REPORTED WERE CASH TRANSACTIONS, THEREFORE, COST/ACTUAL CASH VALUE WAS THE METHOD USED.

Schedule R (Form 990) 2021

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE MISSION OF SOUTHCOAST HEALTH SYSTEM (SHS) IS TO CARE FOR AND IMPROVE THE HEALTH AND PROMOTE THE WELLNESS OF THE INDIVIDUALS IN THE SHS COMMUNITIES. (SEE SCHEDULE O)
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	16
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	13
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	13
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	687,742
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	331,266

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	95,950	614,700
9	Program service revenue (Part VIII, line 2g) .........	32,151,672	26,905,541
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	13,867,403	4,905,086
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	5,531
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	46,115,025	32,430,858
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	100	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)	0	0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	18,361,144	15,820,321
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	18,361,244	15,820,321
19	Revenue less expenses. Subtract line 18 from line 12.......	27,753,781	16,610,537
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	221,044,071	259,188,481
21	Total liabilities (Part X, line 26).............	15,086,369	31,710,239
22	Net assets or fund balances. Subtract line 21 from line 20.....	205,957,702	227,478,242

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 9,974,311 including grants of $ 0 ) (Revenue $ 15,200,856 )
	SOUTHCOAST HEALTH NETWORK - SOUTHCOAST HEALTH SYSTEM, THROUGH ITS INTEREST IN SOUTHCOAST HEALTH NETWORK (SHN), AIMS TO PROVIDE NETWORK MANAGEMENT AND SUPPORT SERVICES TO PHYSICIANS AND OTHER MEDICAL PROFESSIONALS ASSOCIATED WITH THE SYSTEM.

4b	(Code: ) (Expenses $ 2,743,015 including grants of $ 0 ) (Revenue $ 5,645,687 )
	SOUTHCOAST ACCOUNTABLE CARE ORGANIZATION - SOUTHCOAST HEALTH SYSTEM, THROUGH ITS INTEREST IN SOUTHCOAST ACCOUNTABLE CARE ORGANIZATION, AIMS TO EXPAND THE DELIVERY OF HEALTHCARE SERVICES WITH A VARIETY OF PUBLIC AND PRIVATE PAYERS AND TO SUPPORT THE REDUCING OF COSTS OF CARE WHILE IMPROVING QUALITY AND PATIENT EXPERIENCE.

4c	(Code: ) (Expenses $ 0 including grants of $ 0 ) (Revenue $ 6,058,998 )
	SOUTHCOAST BEHAVIORAL HEALTH - SOUTHCOAST HEALTH SYSTEM, THROUGH ITS INTEREST IN SOUTHCOAST BEHAVIORAL HEALTH (SBH), AIMS TO ADDRESS AN URGENT HEALTHCARE NEED OF THE COMMUNITY IT SERVES BY PROVIDING HIGH QUALITY MEDICAL CARE FOR COMMUNITY MEMBERS FACING BEHAVIORAL HEALTH ISSUES.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses12,717,326

(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/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) LOUIS CABRAL........................................................................ CHAIR(UNTIL 12/22), TTEE(1/23)	1.5 .......................7.0	X	X	0	0	0
(19) JAMES JEROME COOGAN........................................................................ CLERK	2.5 .......................7.5	X	X	0	0	0
(20) W HUGH M MORTON........................................................................ TRUSTEE	1.5 .......................4.5	X		0	0	0
(21) DENNIS J FUSCO........................................................................ TRUSTEE	1.5 .......................6.0	X		0	0	0
(22) DONALD G GIUMETTI........................................................................ CHAIR (AS OF 1/23)	2.5 .......................10.0	X	X	0	0	0
(23) ELIZABETH HUIDEKOPER........................................................................ TRUSTEE	1.5 .......................6.0	X		0	0	0
(24) CHRISTOPHER HODGSON........................................................................ TRUSTEE	1.5 .......................6.0	X		0	0	0
(25) HELENA DASILVA HUGHES........................................................................ TRUSTEE	1.5 .......................4.5	X		0	0	0
(26) JONATHAN L ROUNDS........................................................................ TRUSTEE	1.5 .......................4.5	X		0	0	0
(27) HEIDI A KOSTIN........................................................................ TRUSTEE (UNTIL 4/23)	1.5 .......................4.5	X		0	0	0
(28) CARMEN F SYLVESTER........................................................................ VICE CHAIR (AS OF 1/23)	2.5 .......................9.0	X	X	0	0	0

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	0	11,209,087	731,432

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	53,216

f	All other contributions, gifts, grants, and similar amounts not included above		1f	561,484

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		614,700

		Business Code
2a	INTEREST IN SOUTHCOAST HEALTH NETWORK	561000	15,200,856	15,200,856
b	INTEREST IN SOUTHCOAST BEHAVIORAL HEALTH	621300	6,058,998	6,058,998
c	INTEREST IN SOUTHCOAST ACCOUNTABLE CARE ORGANIZATI	561000	5,645,687	5,645,687
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		26,905,541

3 Investment income (including dividends, interest, and othersimilar amounts) ......			6,193,813		687,742	5,506,071
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)	0	0	6c
d	Net rental income or (loss).......			0
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		10,914,397	7a
b	Less: cost or other basis and sales expenses		12,203,124	7b
c	Gain or (loss)		-1,288,727	7c
d	Net gain or (loss).........			-1,288,727			-1,288,727
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a	0
b	Less: direct expenses ...		8b	0
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	0
b	Less: direct expenses ...		9b	0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a	0
b	Less: cost of goods sold ..		10b	0
c	Net income or (loss) from sales of inventory..			0
Business Code			Miscellaneous Revenue
11a	FEDERAL TAXES		900099	5,531			5,531
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			5,531
12	Total revenue. See instructions.....			32,430,858	26,905,541	687,742	4,222,875

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	0
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. 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 ...........	0
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........	0
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	0
9	Other employee benefits .......	0
10	Payroll taxes ...........	0
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	0
c	Accounting ...........	0
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	131,903		131,903
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	8,994,668	8,821,914	172,754	0
12	Advertising and promotion ....	0
13	Office expenses .......	95,843	35,640	60,203
14	Information technology ......	295,653	293,267	2,386
15	Royalties ..	0
16	Occupancy ...........	369,494		369,494
17	Travel ............	18,580	14,637	3,943
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	5,350	3,500	1,850
20	Interest ...........	0
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	121,329	94,702	26,627
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	INTERCOMPANY CONTRACTED	5,618,910	3,339,511	2,279,399	0
b	DUES AND SUBSCRIPTIONS	63,856	63,856	0	0
c	MISCELLANEOUS FEES	38,648	23,564	15,084	0
d	TAXES	21,904	21,904	0	0
e	All other expenses	44,183	4,831	39,352
25	Total functional expenses. Add lines 1 through 24e	15,820,321	12,717,326	3,102,995	0
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).

1	Cash–non-interest-bearing ........			0	1	0
2	Savings and temporary cash investments .........			31,197,106	2	46,625,007
3	Pledges and grants receivable, net ......			0	3	0
4	Accounts receivable, net .............			6,782,575	4	5,049,057
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........			0	7	0
8	Inventories for sale or use ............			0	8	0
9	Prepaid expenses and deferred charges ......			179,674	9	194,671
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,102,720
b	Less: accumulated depreciation	10b	983,269	227,236	10c	119,451
11	Investments—publicly traded securities .			120,457,390	11	136,003,103
12	Investments—other securities. See Part IV, line 11 .....			12,691,761	12	12,330,783
13	Investments—program-related. See Part IV, line 11 ..			21,375,163	13	24,794,081
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			28,133,166	15	34,072,328
16	Total assets. Add lines 1 through 15 (must equal line 33)...			221,044,071	16	259,188,481

17	Accounts payable and accrued expenses .....	5,271,748	17	5,761,242
18	Grants payable ...	0	18	0
19	Deferred revenue .........	0	19	0
20	Tax-exempt bond liabilities .........	0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21	0
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	0	23	0
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	9,814,621	25	25,948,997
26	Total liabilities. Add lines 17 through 25..	15,086,369	26	31,710,239

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	205,957,702	27	227,478,242
28	Net assets with donor restrictions ...........	0	28	0
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	205,957,702	32	227,478,242
33	Total liabilities and net assets/fund balances ........	221,044,071	33	259,188,481

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No