TY 2024 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)
(1) DAVID MCCREADY...................................................................... EX-OFFICIO, PRESIDENT & CEO	17.50 ................. 56.50	X	X	1,594,229	0	204,389
(2) ILANA FEINERMAN MD...................................................................... TRUSTEE	1.50 ................. 63.00	X		0	678,729	39,148
(3) ANIL SHUKLA MD...................................................................... TRUSTEE (AS OF 1/2025)	9.50 ................. 3.00	X		175,279	0	0
(4) JOHN MUNGOVAN MD...................................................................... TRUSTEE (UNTIL 12/2024)	12.50 ................. 3.00	X		151,995	0	0
(5) SALMAN BASHIR MD...................................................................... TRUSTEE	2.50 ................. 4.50	X		6,600	0	0
(6) CARMEN F SYLVESTER...................................................................... VICE CHAIR	2.50 ................. 6.50	X	X	0	0	0
(7) CHRISTOPHER HODGSON...................................................................... TRUSTEE, CLERK (UNTIL 12/2024)	2.50 ................. 6.50	X	X	0	0	0
(8) DONALD GIUMETTI...................................................................... CHAIR	2.50 ................. 12.50	X	X	0	0	0
(9) DENNIS FUSCO...................................................................... TRUSTEE	1.50 ................. 4.50	X		0	0	0
(10) ELIZABETH HUIDEKOPER...................................................................... TRUSTEE	1.50 ................. 7.00	X		0	0	0
(11) HELENA DASILVA HUGHES...................................................................... TRUSTEE	1.50 ................. 3.00	X		0	0	0
(12) JASON RUA...................................................................... TRUSTEE	1.50 ................. 8.00	X		0	0	0
(13) JAY S SCHACHNE MD...................................................................... TRUSTEE	1.50 ................. 4.50	X		0	0	0
(14) JONATHAN L ROUNDS...................................................................... TRUSTEE	1.50 ................. 3.00	X		0	0	0
(15) JUDGE PHILLIP RAPOZA...................................................................... TRUSTEE (AS OF 1/2025)	1.50 ................. 3.00	X		0	0	0
(16) LOUIS CABRAL...................................................................... TRUSTEE	1.50 ................. 7.00	X		0	0	0
(17) W HUGH MORTON...................................................................... TRUSTEE	1.50 ................. 3.00	X		0	0	0

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) RENEE CLARK ASST CLERK UNTIL........................................................................ 12/24)/CLERK (AT 1/25)/EVP COO	26.50 .......................46.00	X				1,221,168	203,192
(19) WADE BROUGHMAN........................................................................ TREASURER, EVP FIN/CFO (UNTIL 12/24)	47.50 .......................27.50	X				1,093,225	40,272
(20) MICHAEL BUSHELL........................................................................ TREASURER (AS OF 1/25), EVP FIN/CFO	17.50 .......................49.00	X				174,309	30,055
(21) JAMES FEEN........................................................................ SVP - CHIEF DIGITAL INFO OFFICER	3.00 .......................66.00		X			818,186	143,633
(22) LAUREN DESIMON JOHNSON........................................................................ SVP/CHRO	18.00 .......................42.00		X			670,806	140,243
(23) STEPHEN CANESSA........................................................................ SVP EXTERNAL AFFAIRS CCO	50.00 .......................10.00		X			653,757	132,617
(24) JAQUELINE SOMERVILLE........................................................................ SVP/CNO	60.00 .......................0.00		X			577,848	40,980
(25) MARK CALE........................................................................ CFO SHG & SVP FIN SHS (UNTIL 9/25)	60.00 .......................0.00		X			549,024	50,622
(26) TONYA JOHNSON........................................................................ SVP & COO (UNTIL 6/28/24)	0.00 .......................0.00		X			226,322	37,346
(27) PATRICIA BUIOCCHI........................................................................ SVP POST ACUTE SERVICES (UNTIL 7/25)	30.00 .......................35.50			X		532,144	25,870
(28) STEPHEN PIRES........................................................................ SVP, INSURANCE RISK MGMT (UNTIL 2/25)	60.00 .......................0.00			X		460,963	40,980
(29) JADENE ELDEN........................................................................ VP REVENUE CYCLE	40.00 .......................25.00			X		352,759	21,926
(30) MATTHEW SHAW........................................................................ ED - CHIEF INFO SECURITY OFFICER	60.00 .......................0.00			X		338,016	21,949
(31) CHARLES E CUSSON JR........................................................................ VP ORG CAPTLY AND TALENT MANAGEMENT	12.00 .......................48.00			X		290,276	30,436
(32) RAYFORD KRUGER........................................................................ FORMER PRESIDENT & CEO	0.00 .......................0.00				X	1,316,776	32,290
(33) KEITH HOVAN........................................................................ FORMER PRESIDENT & CEO	0.00 .......................0.00				X	115,000	0

(A) Name and business address	(B) Description of services	(C) Compensation
STAFFBOT LLC 221 W COLLEGE AVE APPLETON,WI54911	STAFFING	9,473,973
EPIC SYSTEMS CORPORATION PO BOX 88314 MILWAUKEE,WI53288	IT SYSTEMS AND SUPPORT	6,395,163
QUEST DIAGNOSTICS PO BOX 740709 ATLANTA,GA30374	LAB SERVICES	5,927,812
DELLBROOK CONSTRUCTION LLC 15 RESEARCH ROAD EAST FALMOUTH,MA02536	CONSTRUCTION	5,413,192
ROBINSON & COLE LLP 280 TRUMBULL STREET HARTFORD,CT06103	LEGAL SERVICES	4,615,502
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 198

- 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.
right arrow

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

2024

Open to Public
Inspection

Name of the organization

SOUTHCOAST HOSPITALS GROUP INC

Employer identification number

22-2592333

Part I

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

The organization is not a private foundation because it is: (For lines 1 through 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 ...............................

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

(i) Name of supported organization	(ii) EIN	(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)


Total

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

Cat. No. 11285F

Schedule A (Form 990) 2024

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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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 2024 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2024. 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—2023. 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—2024. 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—2023. 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) 2024

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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. 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—2023. 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) 2024

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) 2024

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?

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).

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.

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.

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.

Schedule A (Form 990) 2024

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) 2024

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 2024 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-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, 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 2024. 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 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

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

Schedule A (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

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

Name of the organization

SOUTHCOAST HOSPITALS GROUP INC

Employer identification number

22-2592333

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

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

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, 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 ......... Right Arrow

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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization SOUTHCOAST HOSPITALS GROUP INC

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization SOUTHCOAST HOSPITALS GROUP INC		Employer identification number 22-2592333

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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization SOUTHCOAST HOSPITALS GROUP INC			Employer identification number 22-2592333
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) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

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

right arrow

Complete if the organization is described below. right arrow

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

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

OMB No. 1545-0047

2024

Open to Public
Inspection

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

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

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

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

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

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

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

Name of the organization

SOUTHCOAST HOSPITALS GROUP INC

Employer identification number

22-2592333

Part I-A

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

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

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

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

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

Yes No

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

Yes No

If "Yes," describe in Part IV.

Part I-C

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

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

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

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

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

Yes No

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

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

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

Cat. No. 50084S

Schedule C (Form 990) 2024

Page 2

Part II-A

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

A Check right arrow

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

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

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

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

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2021	(b) 2022	(c) 2023	(d) 2024	(e) Total

2a	Lobbying nontaxable amount

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

c	Total lobbying expenditures

d	Grassroots nontaxable amount

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

f	Grassroots lobbying expenditures

Schedule C (Form 990) 2024

Page 3

Part II-B

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

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

(a)

Yes

(b)

Amount

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

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

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

Yes

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

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

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

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

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

Yes

128,341

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

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

Yes

71,349

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

199,690

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

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

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

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

Part III-A

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

Yes

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

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

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

Part III-B

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

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

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

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

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

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

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

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

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

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

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

Return Reference

Explanation

PART II-B, LINE 1:

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

Schedule C (Form 990) 2024

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.
right arrow

Attach to Form 990.
right arrow

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

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

SOUTHCOAST HOSPITALS GROUP INC

Employer identification number

22-2592333

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" 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 July 25, 2006, 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 right arrow

Number of states where property subject to conservation easement is located right arrow

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
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

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 ....	97,017,576	82,722,226	74,350,640	93,983,066	82,482,495
b	Contributions ...	1,296,841	1,154,111	1,255,546	3,353,669	877,424
c	Net investment earnings, gains, and losses	9,583,408	17,659,901	11,895,022	-14,829,340	14,753,265
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	4,100,852	4,518,662	4,778,982	8,156,755	4,130,118
f	Administrative expenses ....
g	End of year balance ......	103,796,973	97,017,576	82,722,226	74,350,640	93,983,066

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

Board designated or quasi-endowment right arrow

0 %

Permanent endowment right arrow

66.210 %

Term endowment right arrow

33.790 %

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 .....	20,281,975		20,281,975
b	Buildings ....	511,715,848	344,011,634	167,704,214
c	Leasehold improvements	6,632,102	2,233,782	4,398,320
d	Equipment ....	480,912,049	378,006,112	102,905,937
e	Other .....	23,730,295	3,060,820	20,669,475
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				315,959,921

Schedule D (Form 990) (Rev. 1-2025)

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) PRIVATE EQUITY	3,987,689	F
(B) MULTISTRATEGY HEDGE FUNDS	23,915,901	F
(C) BENEFICIAL INT. IN PERP. TRUSTS	57,281,734	F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	85,185,324

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)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

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)OTHER ASSETS				28,501,940
(2)DUE FROM AFFILIATES				51,012,407
(3)OTHER RECEIVABLES				13,661,598
(4)RIGHT OF USE ASSETS OPERATING				28,082,214
(5)UNBILLED RECEIVABLES				55,415
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				121,313,574

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
OTHER LONG-TERM LIABILITIES	13,567,562
NON-PENSION POST RETIREMENT BE	4,098,846
DUE TO/FROM AFFILIATE	19,034,655
UNAMORTIZED BIC	-2,902,831
ACCUMULATED AMORT BIC	1,237,059
LEASE LIABILITY OPERATING	29,329,026



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	64,364,317
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) (Rev. 1-2025)

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 V, LINE 4:	SHG'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE A SOURCE OF INCOME TO SUPPORT SHG'S TAX EXEMPT PURPOSE OF PROVIDING QUALITY HEALTH CARE SERVICES TO PEOPLE IN SHG'S SERVICE AREA.
PART X, LINE 2:	SHG ADOPTED THE ACCOUNTING GUIDANCE FOR UNCERTAIN TAX POSITIONS, NOW CODIFIED IN ASC 740, IN FISCAL YEAR 2008. NO FOOTNOTE DISCLOSURE IS INCLUDED IN ITS SEPTEMBER 30, 2025 CONSOLIDATED AUDITED FINANCIAL STATEMENTS BECAUSE THE IMPACT WAS NOT MATERIAL.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

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

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

OMB No. 1545-0047

Open to Public Inspection

Name of the organization
SOUTHCOAST HOSPITALS GROUP INC

Employer identification number

22-2592333

Part I

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

Form 990-EZ filers are not required to complete this part.

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

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

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

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

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

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










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

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

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

Cat. No. 50083H

Schedule G (Form 990) (Rev. 1-2025)

Page 2

Part II

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

		(a) Event #1 GOLF (event type)	(b) Event #2 5K (event type)	(c) Other events 1 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	194,388	67,127	5,500	267,015
2	Less: Contributions . . . .	157,788	24,847	1,430	184,065
3	Gross income (line 1 minus line 2) . . . . . .	36,600	42,280	4,070	82,950

4	Cash prizes . . . . .
5	Noncash prizes . . . .	2,400	9,644	11,198	23,242
6	Rent/facility costs . . . .	38,043	2,620	11,700	52,363
7	Food and beverages . . .	16,930			16,930
8	Entertainment . . . .		2,950		2,950
9	Other direct expenses . . .	3,583	8,846		12,429
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .				107,914
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .				-24,964

Part III

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

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

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

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

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

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

YesNo

If "No," explain:

10a

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

YesNo

If "Yes," explain:

Schedule G (Form 990) (Rev. 1-2025)

Page 3

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

YesNo

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

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

YesNo

Indicate the percentage of gaming activity conducted in:

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

13a

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

13b

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

Name

Address

15a

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

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

YesNo

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

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

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

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

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

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

YesNo

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

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

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990) (Rev. 1-2025)

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.
Medium right arrow

Attach to Form 990.
Medium right arrow

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

OMB No. 1545-0047

2024

Open to Public Inspection

Name of the organization

SOUTHCOAST HOSPITALS GROUP INC

Employer identification number

22-2592333

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

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

Yes

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

Yes

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

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

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

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

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

Yes

100% 150% 200% Other %

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? . . . . . .

Yes

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

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

Yes

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

Yes

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

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(a) Number of activities or programs (optional)	(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) . . .		10,738,680	4,920,919	5,817,761	0.450 %
b	Medicaid (from Worksheet 3, column a) . . . . .		328,462,914	295,808,613	32,654,301	2.540 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .		339,201,594	300,729,532	38,472,062	2.990 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	19	9,074,018	405,820	8,668,198	0.670 %
f	Health professions education (from Worksheet 5) . . .	6	29,843,083		29,843,083	2.320 %
g	Subsidized health services (from Worksheet 6) . . . .	5	57,897,288	49,960,379	7,936,909	0.620 %
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	17	512,219		512,219	0.040 %
j	Total. Other Benefits . .	47	97,326,608	50,366,199	46,960,409	3.650 %
k	Total. Add lines 7d and 7j .	47	436,528,202	351,095,731	85,432,471	6.640 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024

Schedule H (Form 990) 2024

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	1		5,800		5,800	0 %
2	Economic development	1		44,886		44,886	0 %
3	Community support	1		30,634		30,634	0 %
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building	1		10,916		10,916	0 %
7	Community health improvement advocacy
8	Workforce development	1		57,089		57,089	0 %
9	Other	1		91,955		91,955	0.010 %
10	Total	6		241,280		241,280	0.010 %

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. ......

12,890,499

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. ......

5,956,223

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).....

547,576,476

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

638,288,285

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

-90,711,809

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 %
11 SAME DAY SURGICARE OF NEW ENGLAND INC	MEDICAL SERVICES	100.000 %	0 %	0 %
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2024

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	SOUTHCOAST HOSPITALS GROUP INC 101 PAGE STREET NEW BEDFORD,MA02740 WWW.SOUTHCOAST.ORG V113	X	X	X	ACUTE CARE HOSPITAL

Schedule H (Form 990) 2024

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 HOSPITALS GROUP INC
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 24

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 PART V, SECTION C

Other website (list url): SEE PART V, 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 PART V, 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) 2024

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	SOUTHCOAST HOSPITALS GROUP INC
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 150.000000000000%
and FPG family income limit for eligibility for discounted care of 300.000000000000%

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):

HTTPS://WWW.SOUTHCOAST.ORG/PAY-A-BILL/#COST-ESTIMATES-TABH2

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

HTTPS://WWW.SOUTHCOAST.ORG/PAY-A-BILL/#COST-ESTIMATES-TABH2

A plain language summary of the FAP was widely available on a website (list url):
HTTPS://WWW.SOUTHCOAST.ORG/PAY-A-BILL/#COST-ESTIMATES-TABH2

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) 2024

Page 6

Part VFacility Information (continued)

Billing and Collections

	SOUTHCOAST HOSPITALS GROUP INC
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) 2024

Page 7

Part VFacility Information (continued)

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

	SOUTHCOAST HOSPITALS GROUP INC
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) 2024

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
SOUTHCOAST HOSPITALS GROUP, INC.	PART V, SECTION B, LINE 5: IN SEPTEMBER 2025, THE SOUTHCOAST COMMUNITY HEALTH ALLIANCE (SOCHA), COMPLETED A THREE-YEAR COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WITH A SPECIFIC FOCUS ON ADDRESSING HEALTH EQUITY WITHIN THE COMMUNITIES SERVED. THE CHNA DOCUMENTS KEY DEMOGRAPHIC, SOCIOECONOMIC, AND HEALTH TRENDS AMONG SOUTH COAST RESIDENTS AND PROVIDES A COMPREHENSIVE FOUNDATION FOR DATA-DRIVEN OBJECTIVES AND STRATEGIES. THE GOAL OF THIS ASSESSMENT IS TO GUIDE COLLABORATIVE EFFORTS THAT IMPROVE HEALTH OUTCOMES AND ADVANCE EQUITY ACROSS THE SOUTH COAST REGION. A TOTAL OF 30 KEY INFORMANT INTERVIEWS WERE CONDUCTED TO GATHER INSIGHTS FROM INDIVIDUALS REPRESENTING THE DIVERSE INTERESTS AND PERSPECTIVES OF THE COMMUNITIES WE SERVE. PARTICIPANTS INCLUDED REPRESENTATIVES FROM THE FOLLOWING COMMUNITY-BASED ORGANIZATIONS:NEW BEDFORD BIRTH TO THIRD PARTNERSHIP BRISTOL COUNTY SHERRIFF'S OFFICE CHILD & FAMILY SERVICESCITIZENS FOR CITIZENS, INCCOASTLINE ELDERLY SERVICESCOMMUNITY ECONOMIC DEVELOPMENT CENTERDAMIEN'S PLACE FOOD PANTRY FALL RIVER DEACONESS HOMEFALL RIVER HEALTH DEPARTMENT FALL RIVER HOUSING AUTHORITY FALL RIVER POLICE DEPARTMENT FALL RIVER PUBLIC SCHOOLS FISHING PARTNERSHIP GATRA HEALTHFIRST FAMILY HEALTH CAREHEED COALITION HIGHPOINT TREATMENT CENTER IMMIGRANTS ASSISTANCE CENTER INTERCHURCH COUNCIL LIFESTREAM INC MASS HIRE MINORITY ACTION COMMITTEE MY BROTHER'S KEEPER NEW BEDFORD COMMUNITY HEALTH NEW BEDFORD HEALTH DEPARTMENT OUR SISTERS SCHOOL PAACA PACE ROUND THE BEND FARM SAMARITANS SOUTHCOAST SERJOBS FOR HIRE SOUTHCOAST HEALTH SRTA SSTAR THE BOYS & GIRLS CLUB OF GREATER FALL RIVER THE MARION INSTITUTE UIA UNITED WAY OF GREATER FALL RIVER UNITED WAY OF GREATER NEW BEDFORD YMCA SOUTHCOAST YWCA OF SE MAIN ADDITION TO KEY INFORMANT INTERVIEWS, FOCUS GROUPS CONSISTED OF SMALL, FACILITATED DISCUSSIONS DESIGNED TO GATHER COMMUNITY PERSPECTIVES ON HEALTH PERCEPTIONS AND ATTITUDES. A TOTAL OF 75 PARTICIPANTS TOOK PART IN EIGHT SESSIONS PROVIDED FEEDBACK. LOCATIONS WHO HOSTED FOCUS GROUPS INCLUDE PEER 2 PEER IN FALL RIVER, WOODS AT WAREHAM, THE IMMIGRANTS ASSISTANCE CENTER AND THE INTER-CHURCH COUNCIL. A COMMUNITY SURVEY WAS CONDUCTED BOTH ONLINE (VIA A WEB LINK OR QR CODE) AND THROUGH PAPER SURVEYS. THE SURVEY WAS TRANSLATED INTO ENGLISH, SPANISH, PORTUGUESE, CAPE VERDEAN CREOLE, HAITIAN CREOLE, AND K'ICHE'. PARTICIPATION WAS VOLUNTARY, AND RESPONDENTS WERE ENTERED INTO A DRAWING TO WIN GIFT CARDS PROVIDED BY THE NEW BEDFORD HEALTH DEPARTMENT AS AN INCENTIVE. THIS SURVEY REPRESENTS A CONVENIENCE SAMPLE, PROMOTED THROUGH ADVERTISEMENTS ACROSS VARIOUS SOCIAL MEDIA CHANNELS AND TARGETED OUTREACH AT COMMUNITY EVENTS.
SOUTHCOAST HOSPITALS GROUP, INC.	PART V, SECTION B, LINE 6A: SOUTHCOAST HOSPITALS GROUP, INC. CONDUCTS ITS CHNA WITH SOUTHCOAST BEHAVIORAL HEALTH.
SOUTHCOAST HOSPITALS GROUP, INC.	PART V, SECTION B, LINE 6B: SOUTHCOAST HOSPITALS GROUP, INC. COLLABORATES WITH SPRINGLINE RESEARCH GROUP.
SOUTHCOAST HOSPITALS GROUP, INC.	PART V, SECTION B, LINE 7D: THE ASSESSMENT IS WIDELY SHARED WITH COMMUNITY PARTNERS AND IS OFTEN USED IN GRANT WRITING AND COLLABORATIVE STRATEGIC PLANNING. IN FY25, OUR NEEDS ASSESSMENT DATA WAS SHARED WITH AND UTILIZED BY:CHILD & FAMILY SERVICESCITIZENS FOR CITIZENS, INCFALL RIVER HEALTH DEPARTMENTTHE GREATER NEW BEDFORD ALLIES FOR HEALTH AND WELLNESS (CHNA 26)HEALTHFIRST FAMILY HEALTH CARENEW BEDFORD COMMUNITY HEALTHNEW BEDFORD HEALTH DEPARTMENTPACESSTAR
SOUTHCOAST HOSPITALS GROUP, INC.	PART V, SECTION B, LINE 11: THIS COMMUNITY BENEFITS STRATEGIC IMPLEMENTATION PLAN, WHICH WAS VOTED ON AND APPROVED ON JANUARY 28, 2026, IS BASED ON THE FINDINGS OF THE 2025 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PUBLISHED IN COLLABORATION WITH THE SOUTH COAST COMMUNITY HEALTH ALLIANCE (SOCHA) AND ALIGNS WITH THE 2024-2026 NEW BEDFORD COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP). THE 2025 SOCHA REPRESENTS THE FIRST REPORT PRODUCED BY THE ALLIANCE. THE CHNA SERVES AS A CRITICAL TOOL TO SUPPORT INSTITUTIONS IN MEETING REGULATORY AND ACCREDITATION REQUIREMENTS WHILE ADVANCING COLLABORATIVE COMMUNITY HEALTH IMPROVEMENT EFFORTS AND SERVES AS THE FOUNDATION FOR COMMUNITY HEALTH IMPROVEMENT PLANNING (CHIP) BY SYSTEMATICALLY IDENTIFYING THE MOST PRESSING HEALTH NEEDS, DISPARITIES, AND SOCIAL DRIVERS AFFECTING A COMMUNITY THROUGH DATA ANALYSIS AND STAKEHOLDER ENGAGEMENT. SOUTHCOAST HEALTH'S COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) WILL ENGAGE IN AN ONGOING EVALUATION OF PROGRESS MADE ON THE SHORT- AND LONG-TERM GOALS OF THE ANNUAL IMPLEMENTATION STRATEGY, RECOMMENDING ADJUSTMENTS TO THE PLAN AS NEEDED TO POSITIVELY IMPACT AND ADVANCE THE HEALTH-RELATED NEEDS OF THE POPULATIONS TO BE SERVED. THROUGH THE NEEDS ASSESSMENT PROCESS, NINE HEALTH THEMES WERE IDENTIFIED BASED ON THE AVAILABLE HEALTH DATA, SURVEYS OF PROVIDERS AND COMMUNITY MEMBERS, AND INTERVIEWS WITH KEY COMMUNITY LEADERS. THESE PRIORITIES ARE:1. SOCIO-ECONOMIC FACTORS: SOCIAL AND ECONOMIC CONDITIONS, INCLUDING INCOME, POVERTY, EDUCATION, AND EMPLOYMENT, THAT INFLUENCE HEALTH OUTCOMES AND EQUITY.- HEALTH PROFESSIONALS EDUCATION PROGRAMS: THERE WERE APPROXIMATELY 54,363 HOURS SPENT BY NURSING STAFF TO SUPPORT THESE CLINICAL ROTATIONS, THROUGH PROVIDING OVERSIGHT, EDUCATION, AND GUIDANCE. THERE WERE 530 STUDENT NURSES THAT PARTICIPATED IN GROUP CLINICAL PLACEMENTS. IN ADDITION, THERE WERE 128 ONE-TO-ONE MENTORSHIP OPPORTUNITIES PROVIDED TO STUDENT NURSES, WITH APPROXIMATELY 13,107 HOURS OF NURSING STAFF HOURS SUPPORTING THIS EXPERIENCE. - THERE WERE APPROXIMATELY 23,674 HOURS SPENT BY RADIOLOGY, CT, NUCLEAR MEDICINE, AND ULTRASOUND STAFF TO SUPPORT THIS CLINICAL EDUCATION AND STUDENT EXPERIENCE. - THERE WERE APPROXIMATELY 6,650 HOURS SPENT BY OCCUPATIONAL THERAPY, PHYSICAL THERAPY AND SPEECH THERAPY STAFF TO ENGAGE IN CLINICAL ROTATIONS AND TO GAIN EXPERIENCE IN THE WORKPLACE. - MEDICAL RESIDENTS AND NURSE PRACTITIONERS TO ENGAGE IN CLINICAL ROTATIONS AND TO GAIN EXPERIENCE IN THE WORKPLACE WITH EMBEDDED STAFF. THERE WERE APPROXIMATELY 445,000 HOURS SPENT BY STAFF TO SUPPORT THIS CLINICAL EXPERIENCE.2. HOUSING: SAFE, STABLE, AND AFFORDABLE HOUSING AS A FOUNDATION FOR PHYSICAL, MENTAL, AND SOCIAL WELL-BEING.- THE COMMUNITY WELLNESS PROGRAM'S STREET OUTREACH TEAM IS A COMMUNITY-CENTERED INITIATIVE DESIGNED TO IMPROVE ACCESS TO HEALTH, BEHAVIORAL HEALTH, AND SOCIAL SUPPORT SERVICES FOR INDIVIDUALS EXPERIENCING BARRIERS TO CARE. THE PROGRAM PRIORITIZES OUTREACH TO POPULATIONS DISPROPORTIONATELY IMPACTED BY HEALTH INEQUITIES, INCLUDING INDIVIDUALS WHO ARE UNSHELTERED, EXPERIENCING HOUSING INSTABILITY, AND THOSE WITH MENTAL HEALTH AND SUBSTANCE USE NEEDS. THROUGH A MULTIDISCIPLINARY TEAM INCLUDING A RN ADDITION NURSE SPECIALIST, AND TWO COMMUNITY HEALTH WORKERS, WHO ARE CERTIFIED IN PEER RECOVERY AND HARM REDUCTION, THE PROGRAM PROVIDES DIRECT, RELATIONSHIP-BASED OUTREACH IN COMMUNITY SETTINGS SUCH AS ENCAMPMENTS AND OTHER HIGH-NEED LOCATIONS. SERVICES INCLUDE CARE COORDINATION, HEALTH EDUCATION, HARM REDUCTION SUPPORT, REFERRALS TO MEDICAL AND BEHAVIORAL HEALTH SERVICES, AND CONNECTIONS TO HOUSING, FOOD, AND OTHER ESSENTIAL RESOURCES. IN PRACTICE, THE STREET OUTREACH TEAM CONDUCTS REGULAR, INTENTIONAL VISITS TO HOMELESS ENCAMPMENTS AND OTHER UNSHELTERED SETTINGS, MEETING INDIVIDUALS WHERE THEY ARE AND RESPONDING TO IMMEDIATE NEEDS IN A TRAUMA-INFORMED, NONJUDGMENTAL MANNER THROUGH COLLABORATION WITH PARTNERS SUCH AS STEPPINGSTONE, THE NEW BEDFORD POLICE -LEAD PROGRAM, SEVEN HILLS BEHAVIORAL HEALTH, THE FAST TEAM AND SSTAR. OUTREACH ACTIVITIES INCLUDE BASIC HEALTH ASSESSMENTS, WOUND CARE, BLOOD PRESSURE CHECKS, DISTRIBUTION OF HARM REDUCTION SUPPLIES SUCH AS NALOXONE AND SAFER USE MATERIALS, AND ON-THE-SPOT HEALTH EDUCATION RELATED TO OVERDOSE PREVENTION, INFECTION PREVENTION, AND CHRONIC DISEASE MANAGEMENT. THE TEAM ALSO ASSISTS INDIVIDUALS WITH CARE COORDINATION NEEDS SUCH AS SCHEDULING MEDICAL AND BEHAVIORAL HEALTH APPOINTMENTS, OBTAINING IDENTIFICATION DOCUMENTS, ENROLLING IN INSURANCE, AND CONNECTING TO EMERGENCY SHELTER OR LONGER-TERM HOUSING RESOURCES. IN ADDITION TO ENCAMPMENT OUTREACH, THE TEAM HOSTS AND LEADS WEEKLY LOW-BARRIER DROP-IN CENTERS IN COLLABORATION WITH COMMUNITY PARTNERS INCLUDING THRIVE FOR HUMANITY, HEALTHFIRST FAMILY HEALTH CENTER, THE FALL RIVER PUBLIC LIBRARY, AND FALL RIVER CHURCH OF THE GOOD SHEPHERD. THESE DROP-IN CENTERS PROVIDE ACCESS TO FOOD, HYGIENE SUPPLIES, CLOTHING, AND HARM REDUCTION MATERIALS, AS WELL AS OPPORTUNITIES FOR ONE-ON-ONE ENGAGEMENT WITH THE OUTREACH TEAM. DURING DROP-IN HOURS, PARTICIPANTS MAY RECEIVE HEALTH EDUCATION, REFERRALS TO PRIMARY CARE, BEHAVIORAL HEALTH, AND SUBSTANCE USE TREATMENT SERVICES, AND ONGOING PEER SUPPORT GROUNDED IN LIVED EXPERIENCE. THESE CONSISTENT, WELCOMING SPACES ALLOW THE TEAM TO BUILD TRUST OVER TIME, SUPPORT INCREMENTAL PROGRESS TOWARD STABILITY, AND MAINTAIN CONTINUITY OF CARE FOR INDIVIDUALS WHO FACE PERSISTENT BARRIERS TO TRADITIONAL SERVICE SYSTEMS. DURING THE COLD WEATHER MONTHS, THE STREET OUTREACH TEAM PLAYS A CRITICAL ROLE IN ASSISTING WITH THE MANAGEMENT AND SUPPORT OF THE FALL RIVER OVERFLOW SHELTER, WORKING IN CLOSE COLLABORATION WITH THE FAST TEAM AND THE CITY OF FALL RIVER. THE TEAM HELPS ENSURE THE SHELTER OPERATES AS A SAFE, LOW-BARRIER ENVIRONMENT BY SUPPORTING PARTICIPANT ENGAGEMENT, COORDINATING SERVICES, RESPONDING TO HEALTH AND BEHAVIORAL HEALTH NEEDS, AND CONNECTING GUESTS TO LONGER-TERM HOUSING AND CARE RESOURCES. IN ADDITION, THE TEAM ACTIVELY PARTICIPATES IN THE CITY OF FALL RIVER'S ANNUAL POINT-IN-TIME COUNT, LEVERAGING THEIR ESTABLISHED RELATIONSHIPS AND STREET-LEVEL KNOWLEDGE TO HELP IDENTIFY AND ENGAGE INDIVIDUALS EXPERIENCING HOMELESSNESS, ENSURING A MORE ACCURATE COUNT AND STRONGER LINKAGE TO SERVICES.- COLD WEATHER SHELTERS: IN ADDITION TO THE STREET OUTREACH TEAM'S SUPPORT OF THE FALL RIVER OVERFLOW SHELTER DURING THE COLD WEATHER MONTHS, SOUTHCOAST HEALTH PROVIDES FINANCIAL SUPPORT TO SURROUNDING CITIES AND TOWNS TO STRENGTHEN THEIR OVERFLOW SHELTER MODELS. THIS INCLUDES FUNDING CONTRIBUTIONS TO RISE UP FOR HOMES IN NEW BEDFORD AND WACH/TURNING POINT IN WAREHAM, HELPING TO EXPAND COLD WEATHER SHELTER CAPACITY AND ENSURE SAFE, LOW-BARRIER OPTIONS FOR INDIVIDUALS EXPERIENCING HOMELESSNESS ACROSS THE REGION.- COMMUNITY EVENTS: THE STREET OUTREACH TEAM ACTIVELY PARTICIPATES IN AND SUPPORTS COMMUNITY-LED EVENTS THAT EXPAND ACCESS TO SERVICES FOR INDIVIDUALS EXPERIENCING HOMELESSNESS OR HOUSING INSTABILITY. THIS INCLUDES ENGAGEMENT AND PLANNING OF THE SUMMER OF KINDNESS - PROJECT HOMELESS CONNECT INITIATIVE, HOSTED BY THRIVE FOR HUMANITY IN PARTNERSHIP WITH THE FALL RIVER STREET HOMELESS COALITION, WHICH PROVIDES FREE, LOW-BARRIER SERVICES SUCH AS FOOT CLINICS, HAIRCUTS, SUMMER CLOTHING, HYGIENE ITEMS, SHOWERS, AND FOOD. IN ADDITION, SOUTHCOAST HEALTH SUPPORTS THE ANNUAL NEW BEDFORD CONNECT EVENT, A ONE-DAY, CENTRALIZED RESOURCE FAIR THAT BRINGS TOGETHER COMMUNITY VOLUNTEERS AND SERVICE PROVIDERS TO OFFER VITAL RESOURCES AND SERVICES TO INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS OR AT RISK OF HOMELESSNESS.- HOUSING & LIVING IMPROVEMENTS: HABITAT FOR HUMANITY BUZZARDS BAY IS A NONPROFIT ORGANIZATION DEDICATED TO BUILDING AND RENOVATING HOMES FOR FAMILIES IN NEED, HELPING TO PROVIDE SAFE, DECENT, AND AFFORDABLE HOUSING IN THE REGION. SOUTHCOAST HEALTH PROVIDED SUPPORT FOR FUNDING FOR RAMPS THAT WERE ADDED TO HOMES IN THE LOCAL COMMUNITY, IMPROVING ACCESSIBILITY AND ENABLING THE HOMEOWNER TO LIVE SAFELY AND INDEPENDENTLY. IN ADDITION, SOUTHCOAST HEALTH PROVIDED FUNDING TO MY BROTHER'S KEEPER'S FURNITURE ASSISTANCE PROGRAM, WHICH DELIVERS FREE ESSENTIAL HOUSEHOLD ITEMS SUCH AS BEDS, COUCHES, AND OTHER FURNITURE TO INDIVIDUALS AND FAMILIES IN NEED, HELPING TO IMPROVE LIVING CONDITIONS AND SUPPORT STABILITY IN THE HOME.(CONTINUED IN SUPPLEMENTAL DISCLOSURES)
PART V, SECTION B, LINE 11 - CONTINUED	3. BUILT ENVIRONMENT: COMMUNITY INFRASTRUCTURE AND DESIGN, INCLUDING TRANSPORTATION, GREEN SPACE, AND NEIGHBORHOOD SAFETY, THAT INFLUENCE HEALTH AND WELL-BEING.- COMMUNITY AED DONATIONS: AUTOMATED EXTERNAL DEFIBRILLATORS (AEDS) ARE LIFE-SAVING DEVICES THAT SHOULD BE AVAILABLE IN PUBLIC SPACES, INCLUDING SCHOOLS, WORKPLACES, SPORTS ARENAS, SHOPPING CENTERS, AND LOCAL PARKS WHERE FAMILIES GATHER. SUDDEN CARDIAC ARREST CAN STRIKE WITHOUT WARNING, AND IMMEDIATE DEFIBRILLATION IS CRITICAL TO IMPROVING THE CHANCES OF SURVIVAL. AEDS ARE SIMPLE TO USE, PROVIDE STEP-BY-STEP GUIDANCE, AND, WHEN COMBINED WITH CPR, SIGNIFICANTLY INCREASE THE LIKELIHOOD OF RECOVERY. * TO SUPPORT ACCESS TO AEDS IN THE COMMUNITY, SOUTHCOAST PROVIDED FUNDING SUPPORT TO DAMIEN'S FOOD PANTRY IN WAREHAM TO SUPPORT THE PURCHASE AND INSTALLATION OF AN AED, PROVIDING STAFF AND PATRONS WITH ACCESS TO THIS LIFE-SAVING DEVICE. SOUTHCOAST ALSO COLLABORATED WITH THE NEW BEDFORD HEALTH DEPARTMENT AND NEW BEDFORD PARKS AND RECREATION TO PURCHASE FIVE AEDS, WHICH WILL BE INSTALLED THROUGHOUT THE CITY IN HIGH-NEED AREAS AND PUBLIC PARKS, HELPING ENSURE A QUICK, LIFE-SAVING RESPONSE IN PUBLIC SPACES. IN ADDITION, TWO AEDS WERE PURCHASED AND DONATED TO BISHOP STANG HIGH SCHOOL TO SUPPORT THEIR SCHOOL'S SPORTS FIELDS, FURTHER EXPANDING ACCESS TO LIFE-SAVING EQUIPMENT IN THE COMMUNITY.4. FOOD ACCESS & SECURITY: AVAILABILITY OF AFFORDABLE, NUTRITIOUS, AND CULTURALLY APPROPRIATE FOODS THAT SUPPORT HEALTHY EATING AND REDUCE FOOD INSECURITY.- IN FY25, SOUTHCOAST ALSO SELECTED TWO FOOD-RELATED ORGANIZATIONS, COASTAL FOODSHED AND THE MARION INSTITUTE FOR INVESTMENT TO HELP ADDRESS THE GROWING NEED FOR FOOD SECURITY ACROSS THE SOUTH COAST. * FROM JANUARY THROUGH MAY 2025, SOUTHCOAST STRATEGIC PARTNERSHIP PROGRAM PLAYED A CRITICAL ROLE IN SUPPORTING COASTAL FOODSHED'S FARM TO FOOD RELIEF PROGRAM. WHILE THE PROGRAM WAS PRIMARILY FUNDED BY THE MASSACHUSETTS DEPARTMENT OF AGRICULTURAL RESOURCES (MDAR) THROUGH THE FEDERAL LOCAL FOOD PURCHASING ASSISTANCE (LFPA) GRANT PROGRAM, THOSE FEDERAL DOLLARS COULD ONLY BE USED TO PURCHASE LOCAL FOODS FOR EMERGENCY DISTRIBUTION. SOUTHCOAST'S CONTRIBUTION WAS ESSENTIAL IN COVERING THE STAFF AND OPERATIONAL COSTS NEEDED TO CONDUCT THE PROGRAM EFFECTIVELY. DURING THIS PERIOD, COASTAL FOODSHED PURCHASED AND DISTRIBUTED NEARLY $240,000 IN LOCALLY GROWN FRUITS AND VEGETABLES, SEAFOOD, MEAT, DAIRY, AND OTHER FOODS TO 28 SOUTHCOAST FOOD PANTRIES, IN PARTNERSHIP WITH PACE, THE UNITED WAY OF GREATER NEW BEDFORD'S HUNGER COMMISSION, DAMIEN'S FOOD PANTRY, AND ROUND THE BEND FARM'S MANIFEST LOVE PROGRAM. IN TOTAL, FOOD WAS SOURCED FROM 44 LOCAL FARMS, DIRECTLY INVESTING IN AND STRENGTHENING THE REGIONAL FARM ECONOMY WHILE IMPROVING FOOD SECURITY ACROSS THE SOUTH COAST. * SOUTHCOAST HEALTH HAS PARTNERED WITH THE MARION INSTITUTE, FROGFOOT FARM, AND LOCAL CHEF DANNY MINKLE TO LAUNCH COOKS FOR COMMUNITY, A PILOT PROGRAM THAT DELIVERS FRESH, LOCALLY SOURCED MEALS TO RESIDENTS WHO ARE UNHOUSED OR UNABLE TO PREPARE THEIR OWN MEALS. THE PROGRAM BEGAN ON SEPTEMBER 5 AND WILL CONTINUE THROUGH THE END OF THE YEAR, SUPPORTED BY FUNDING FROM SOUTHCOAST HEALTH. EACH WEEK, CHEF DANNY PREPARES 50 NUTRITIOUS MEALS THAT ARE DISTRIBUTED BY THE COMMUNITY WELLNESS STREET OUTREACH TEAM, WITH AN ANTICIPATED TOTAL OF 1,000 MEALS DELIVERED BY YEAR'S END.5. ACCESS TO CARE: AVAILABILITY, AFFORDABILITY, AND ACCESSIBILITY OF HEALTHCARE SERVICES, INCLUDING PREVENTIVE, PRIMARY, SPECIALTY, AND DENTAL/ORAL HEALTH CARE.- SOUTHCOAST HEALTH'S COMMUNITY WELLNESS PROGRAM (CWP) BRINGS CARE DIRECTLY INTO NEIGHBORHOODS TO REDUCE BARRIERS AND CONNECT RESIDENTS WITH PREVENTIVE SERVICES AND ESSENTIAL RESOURCES. THE PROGRAM INCLUDES TWO DEDICATED TEAMS: THE COMMUNITY WELLNESS TEAM AND THE STREET OUTREACH TEAM (NOTE - THE STREET OUTREACH TEAM COMPONENT IS CAPTURED UNDER HOUSING AND BEHAVIORAL HEALTH PROGRAM - ADDITIONAL INFORMATION ON THE PROGRAM IS CAPTURED UNDER CHRONIC DISEASE AND MATERNAL CHILD HEALTH). THE COMMUNITY WELLNESS TEAM IS COMPRISED OF ONE LPN AND A TRILINGUAL COMMUNITY HEALTH WORKER. THE TEAM PROVIDES A VARIETY OF HEALTH-FOCUSED SERVICES, INCLUDING EDUCATION, SCREENINGS, AND OUTREACH. THESE OFFERINGS AIM TO IMPROVE HEALTH OUTCOMES AND PROVIDE ACCESSIBLE RESOURCES FOR ALL. FY25 SERVICES INCLUDED: * HEALTH EDUCATION AND OUTREACH: COVERING TOPICS LIKE WOMEN'S HEALTH, NUTRITION, SMOKING CESSATION, AND CHRONIC DISEASE MANAGEMENT (E.G., CANCER, HEART DISEASE, DIABETES). 67 HEALTH EDUCATION OPPORTUNITIES IN THE COMMUNITY. * CONFIDENTIAL HEALTH SCREENINGS: INCLUDING BODY MASS INDEX (BMI), BLOOD PRESSURE, AND ADVANCE CARE PLANNING. * VACCINATIONS: OFFERING COVID-19, FLU, PNEUMONIA, HEP A, AND TETANUS VACCINES. 16 VACCINATION CLINICS. * POINT-OF-CARE TESTING (POCT): INCLUDES HEMOGLOBIN A1C, BLOOD GLUCOSE, AND CHOLESTEROL READINGS. 39 POCT OPPORTUNITIES IN THE COMMUNITY. * COMMUNITY EVENTS: PARTICIPATION IN HEALTH AND RESOURCE FAIRS TO BRING SERVICES DIRECTLY TO THE PUBLIC. 18 COMMUNITY HEALTH AND RESOURCE FAIRS.- SOUTHCOAST RESOURCE CONNECT IS AN ONLINE PLATFORM THAT PROVIDES A COMPREHENSIVE DIRECTORY OF BEHAVIORAL HEALTH AND COMMUNITY RESOURCES TO SUPPORT INDIVIDUALS AND FAMILIES. IT HIGHLIGHTS LOCAL, FREE, AND LOW-COST SERVICES THAT ADDRESS ESSENTIAL NEEDS SUCH AS FOOD ACCESS, HOUSING SUPPORT, FINANCIAL ASSISTANCE, WORKFORCE DEVELOPMENT, EDUCATIONAL OPPORTUNITIES, AND OTHER SUPPORTIVE SERVICES. THE PLATFORM CAN ALSO BE USED FOR INTER-AGENCY REFERRALS AND TO CONNECT INDIVIDUALS WHO SCREEN POSITIVE ON THE HEALTH-RELATED SOCIAL NEEDS (HRSN) SCREENER TO APPROPRIATE SOCIAL SERVICES. IT IS AVAILABLE FOR USE BY SOUTHCOAST STAFF, PATIENTS, COMMUNITY MEMBERS, AND PARTNER AGENCIES. * DURING FY25, 17,359 UNIQUE USERS ACCESSED THE PLATFORM, REPRESENTING APPROXIMATELY A 35% INCREASE FROM THE PREVIOUS YEAR. THE MOST COMMON COMMUNITY SEARCHES WERE FOR FOOD PANTRIES, HOUSING ASSISTANCE, AND HELP WITH PAYING FOR HOUSING.- IN FY25, SOUTHCOAST PARTICIPATED IN THE COMMUNITY HEALTH INITIATIVE (CHI) AS PART OF A DETERMINATION OF NEED (DON) REQUIREMENT OF THE COMMONWEALTH OF MASSACHUSETTS. THROUGH THIS CHI INVESTMENT, SOUTHCOAST PROVIDED FUNDING TO NEW BEDFORD COMMUNITY HEALTH TO SUPPORT THE DEVELOPMENT OF A NEW 13,000-SQUARE-FOOT SPACE DESIGNED TO EXPAND PRIMARY CARE CAPACITY. THE NEW SITE WILL INCLUDE 30 TREATMENT ROOMS AND ENABLE THE HIRING OF TWO ADDITIONAL PRIMARY CARE PROVIDERS, STRENGTHENING ACCESS TO CARE FOR LOCAL RESIDENTS. THE INVESTMENT ALSO SUPPORTS THE CONTINUED GROWTH OF THE COMMUNITY HEALTH WORKER (CHW) WORKFORCE, FURTHER ENHANCING OUTREACH AND PATIENT SUPPORT SERVICES.- SOUTHCOAST HEALTH RECENTLY SUPPORTED LOCAL EMERGENCY MEDICAL SERVICES (EMS) THROUGH ITS EMS SUPPORT GRANT PROGRAM, AN INITIATIVE DESIGNED TO STRENGTHEN PRE-HOSPITAL CARE BY FUNDING TRAINING AND ESSENTIAL MEDICAL EQUIPMENT. THE PROGRAM WAS FIRST LAUNCHED IN MAY 2025 DURING NATIONAL EMS WEEK WITH THE GOAL OF SUPPORTING ORGANIZATIONS THAT PROVIDE DIRECT PATIENT CARE THROUGHOUT THE SOUTH COAST REGION. * IN ITS INAUGURAL YEAR, THE PROGRAM AWARDED APPROXIMATELY $100,000 TO SEVEN MUNICIPAL EMS ORGANIZATIONS ACROSS SOUTHEASTERN MASSACHUSETTS AND RHODE ISLAND, ENABLING THEM TO PURCHASE CRITICAL TRAINING EQUIPMENT THAT ENHANCES THE SKILLS, PREPAREDNESS, AND OVERALL READINESS OF EMS PROFESSIONALS(CONTINUED IN SUPPLEMENTAL DISCLOSURES)
PART V, SECTION B, LINE 11 - CONTINUED	6. BEHAVIORAL HEALTH: MENTAL HEALTH AND SUBSTANCE USE, WITH A FOCUS ON PREVENTION, TREATMENT, AND REDUCING STIGMA.- IN FY25, STRATEGIC PARTNERSHIP PROGRAM FUNDING SUPPORTED THE CONTINUED PARTNERSHIP WITH THE YWCA OF SOUTHEASTERN MASSACHUSETTS TO STRENGTHEN ITS RESIDENTIAL SERVICES PROGRAM. DURING THE PRIOR YEAR, THIS PARTNERSHIP SUPPORTED THE EXPANSION OF A NEW FACILITY THAT INTRODUCED ADDITIONAL SINGLE-OCCUPANCY BEDS TO THE REGION. BUILDING ON THAT PROGRESS, FY25 FUNDING SUPPORTS THE PROVISION OF AN IN-HOUSE, CULTURALLY COMPETENT LICENSED MENTAL HEALTH COUNSELOR (LMHC) FOR ALL PROGRAM RESIDENTS, ENSURING QUICKER AND MORE ACCESSIBLE MENTAL HEALTH CARE TO MEET RESIDENTS' NEEDS.- THE COMMUNITY WELLNESS PROGRAM'S STREET OUTREACH TEAM IS A COMMUNITY-CENTERED INITIATIVE DESIGNED TO IMPROVE ACCESS TO HEALTH, BEHAVIORAL HEALTH, AND SOCIAL SUPPORT SERVICES FOR INDIVIDUALS EXPERIENCING BARRIERS TO CARE. THE PROGRAM PRIORITIZES OUTREACH TO POPULATIONS DISPROPORTIONATELY IMPACTED BY HEALTH INEQUITIES, INCLUDING INDIVIDUALS WHO ARE UNSHELTERED, EXPERIENCING HOUSING INSTABILITY, AND THOSE WITH MENTAL HEALTH AND SUBSTANCE USE NEEDS. THROUGH A MULTIDISCIPLINARY TEAM INCLUDING A RN ADDICTION NURSE SPECIALIST, AND TWO COMMUNITY HEALTH WORKERS, WHO ARE CERTIFIED IN PEER RECOVERY AND HARM REDUCTION, THE PROGRAM PROVIDES DIRECT, RELATIONSHIP-BASED OUTREACH IN COMMUNITY SETTINGS SUCH AS ENCAMPMENTS AND OTHER HIGH-NEED LOCATIONS. SERVICES INCLUDE CARE COORDINATION, HEALTH EDUCATION, HARM REDUCTION SUPPORT, REFERRALS TO MEDICAL AND BEHAVIORAL HEALTH SERVICES, AND CONNECTIONS TO HOUSING, FOOD, AND OTHER ESSENTIAL RESOURCES. DURING FY25, THE STREET OUTREACH TEAM RECEIVED FUNDING FROM THE OPIOID-7 CARES (CARE OF ADDICTION THROUGH RESILIENCE AND EMPATHETIC SUPPORT) PROGRAM, WHICH WAS DEVELOPED IN RESPONSE TO THE FALL RIVER ABATEMENT FUNDS. THIS FUNDING ALLOWED FOR THE EXPANSION OF THE TEAM WITH THE ADDITION OF A SECOND COMMUNITY HEALTH WORKER. THIS NEW TEAM MEMBER IS DEDICATED EXCLUSIVELY TO SERVING THE GREATER FALL RIVER COMMUNITY, PROVIDING OUTREACH, ENCAMPMENT ENGAGEMENT, CARE COORDINATION, AND REFERRALS TO ESSENTIAL SERVICES, WHILE THE REST OF THE TEAM CONTINUES OUTREACH AND SERVICES ACROSS THE BROADER SOUTH COAST REGION. THE STREET OUTREACH TEAM WORKS IN CLOSE COLLABORATION WITH LOCAL HEALTH DEPARTMENTS, HEALTHCARE PROVIDERS, COMMUNITY-BASED ORGANIZATIONS, AND SOCIAL SERVICE AGENCIES TO ENSURE COORDINATED, RESPONSIVE, AND CULTURALLY COMPETENT CARE. BY MEETING INDIVIDUALS WHERE THEY ARE AND ADDRESSING BOTH IMMEDIATE NEEDS AND LONG-TERM STABILITY, THE PROGRAM SUPPORTS IMPROVED HEALTH OUTCOMES AND ADVANCES HEALTH EQUITY ACROSS THE COMMUNITY. IN ADDITION TO DIRECT OUTREACH AND SERVICE DELIVERY, THE TEAM PLAYS AN ACTIVE ROLE IN BROADER COMMUNITY INITIATIVES AIMED AT PREVENTION, AWARENESS, AND SYSTEMS-LEVEL CHANGE. PROGRAM STAFF PARTICIPATE IN COMMUNITY PLANNING AND IMPLEMENTATION EFFORTS THAT ADDRESS SUBSTANCE USE AND BEHAVIORAL HEALTH CHALLENGES ACROSS THE REGION. THIS INCLUDES SERVING AS MEMBERS OF THE PLANNING AND IMPLEMENTATION TEAM FOR THE ANNUAL OVERDOSE AWARENESS DAY IN FALL RIVER, CONTRIBUTING TO EVENT COORDINATION, COMMUNITY EDUCATION, AND RESOURCE ENGAGEMENT TO HONOR LIVES LOST AND PROMOTE OVERDOSE PREVENTION, HARM REDUCTION, AND RECOVERY SUPPORTS. THE STREET OUTREACH TEAM PROVIDES COMMUNITY EDUCATION FOCUSED ON SUBSTANCE USE AND THE IMPORTANCE OF REDUCING STIGMA AND BIAS. IN ADDITION, THE RN ADDICTION NURSE SPECIALIST CONDUCTS TRAININGS FOR COMMUNITY PARTNERS ON EVIDENCE-BASED PRACTICES, INCLUDING XYLAZINE WOUND CARE, AND DELIVERS GUEST LECTURES TO STUDENTS IN TRAINING AT LOCAL COLLEGES. THESE EFFORTS PROMOTE COMPASSIONATE, INFORMED CARE AND SUPPORT THE REDUCTION OF BIAS IN CLINICAL AND COMMUNITY-BASED SETTINGS.- COMMUNITY PARTNER SUPPORT: SOUTHCOAST PROVIDED SUPPORT TO SAMARITANS SOUTHCOAST'S SUICIDE PREVENTION HOTLINE. BY PROVIDING FUNDING, SAMARITANS CAN SUPPORT 19,000 CALLERS FROM OUR LOCAL REGION THROUGH LISTENING, SAFETY PLANNING, WARM TRANSFERS TO MOBILE CRISIS INTERVENTION, AND LIFESAVING CRISIS INTERVENTION. SOUTHCOAST ALSO SUPPORTS THE SPRING SPECTACULAR EVENT HOSTED BY THE CHILDREN'S ADVOCACY CENTER (CAC) OF BRISTOL COUNTY, WHICH RAISES AWARENESS AND FUNDS TO SUPPORT CAC'S MISSION OF PROTECTING CHILDREN AND FAMILIES AFFECTED BY ABUSE AND VIOLENCE.7. CHRONIC DISEASE: PREVENTION, MANAGEMENT, AND TREATMENT OF CONDITIONS SUCH AS DIABETES, HEART DISEASE, CANCER, AND RESPIRATORY ILLNESSES.- SMOKING CESSATION: AS PART OF OUR COMMITMENT TO COMMUNITY HEALTH, SOUTHCOAST OFFERS A SMOKING CESSATION SUPPORT DESIGNED TO HELP INDIVIDUALS QUIT TOBACCO USE AND IMPROVE THEIR OVERALL WELL-BEING. NUMEROUS SOUTHCOAST EMPLOYEES - INCLUDING COMMUNITY HEALTH WORKERS, PEER RECOVERY COACHES, AND NURSES - HAVE BEEN TRAINED AS TOBACCO TREATMENT SPECIALISTS (TTS) TO PROVIDE FREE, ONE-ON-ONE COUNSELING TAILORED TO EACH PARTICIPANT'S UNIQUE NEEDS AND GOALS. THROUGH PERSONALIZED SUPPORT, EDUCATION, AND EVIDENCE-BASED STRATEGIES, THESE TRAINED SPECIALISTS EMPOWER PATIENTS AND COMMUNITY MEMBERS TO BUILD THE SKILLS AND CONFIDENCE NEEDED TO QUIT SMOKING SUCCESSFULLY. THIS SERVICE NOT ONLY PROMOTES LONG-TERM HEALTH BUT ALSO FOSTERS A HEALTHIER, SMOKE-FREE COMMUNITY FOR ALL.- COMMUNITY SCREENINGS: EACH FALL, SOUTHCOAST HOSTS ITS ANNUAL LUNG CANCER SCREENING EVENT, NOW IN ITS THIRD YEAR, TO PROVIDE THE COMMUNITY WITH EDUCATION AND SAME-DAY SCREENING OPPORTUNITIES. THE EVENT IS FREE AND OPEN TO THE PUBLIC, HELD AT THE FAIRHAVEN CANCER CENTER WITH CONVENIENT TRANSPORTATION ACCESS. * THIS YEAR, 16 SOUTHCOAST STAFF VOLUNTEERED THEIR TIME TO SUPPORT THE EVENT. LOOKING AHEAD TO FY26, PLANS ARE UNDERWAY TO EXPAND THE EVENT TO THE FALL RIVER SITE TO REACH MORE INDIVIDUALS IN THE REGION.- THE COMMUNITY WELLNESS TEAM OFFERS CHRONIC DISEASE MANAGEMENT SERVICES IN THE COMMUNITY, INCLUDING NO-COST POINT-OF-CARE TESTING, A1C SCREENINGS, CHOLESTEROL ASSESSMENTS, AND BLOOD PRESSURE CHECKS. THESE SERVICES ARE VITAL BECAUSE THEY PROVIDE ACCESSIBLE, EARLY DETECTION AND MONITORING OF CONDITIONS SUCH AS DIABETES, HEART DISEASE, AND HYPERTENSION; DISEASES THAT DISPROPORTIONATELY AFFECT UNDERSERVED POPULATIONS. BY BRINGING SCREENINGS DIRECTLY INTO THE COMMUNITY, THE TEAM HELPS IDENTIFY HEALTH RISKS BEFORE THEY BECOME MORE SERIOUS, PROMOTES TIMELY INTERVENTIONS, AND CONNECTS INDIVIDUALS WITH APPROPRIATE FOLLOW-UP CARE. THIS PROACTIVE APPROACH NOT ONLY IMPROVES INDIVIDUAL HEALTH OUTCOMES BUT ALSO REDUCES LONG-TERM HEALTHCARE COSTS, INCREASES HEALTH AWARENESS, AND EMPOWERS COMMUNITY MEMBERS TO TAKE AN ACTIVE ROLE IN MANAGING THEIR CHRONIC CONDITIONS. IN FY25, THERE WERE 39 PREVENTATIVE SCREENINGS PROVIDED BY THE TEAM (DOCUMENTED AS WELL UNDER THE COMMUNITY WELLNESS PROGRAM SECTION).- COMMUNITY EDUCATION: AS A LEADER IN HEALTHCARE FOR THE SOUTH COAST REGION, SOUTHCOAST PROVIDES COMPREHENSIVE CHRONIC DISEASE EDUCATION BY DISTRIBUTING INFORMATIONAL MATERIALS IN MULTIPLE LANGUAGES AND ENSURING ACCESSIBILITY THROUGH A VARIETY OF CHANNELS. THIS APPROACH HELPS REACH DIVERSE POPULATIONS, ADDRESSES LANGUAGE AND LITERACY BARRIERS, AND EMPOWERS COMMUNITY MEMBERS TO MAKE INFORMED DECISIONS ABOUT THEIR HEALTH. * DURING FY25, THE HEALTH EDUCATION SEMINAR SERIES HOSTED 27 VIRTUAL SEMINARS, PROVIDING EDUCATION ON CHRONIC DISEASE PREVENTION, MANAGEMENT, AND OVERALL HEALTH AWARENESS. - CANCER CARE TOPICS: BREAST CANCER, LUNG CANCER, COLON CANCER AND THORACIC SURGERY (78 TOTAL ATTENDEES). - HEART & VASCULAR TOPICS: DIABETES & HEART HEALTH, HEART HEALTH TIPS, AORTIC VALVE, HEART ATTACK & STROKE, HEART FAILURE, PULSED FIELD ABLATIONS, WOMEN'S HEART HEALTH, CAD, & AFIB (393 TOTAL ATTENDEES). - ORTHOPEDIC CONDITION TOPICS: KNEE, HIP, TENJET PROCEDURE, OSTEOPOROSIS, AND SPORTS MEDICINE (362 TOTAL ATTENDEES). - WEIGHT MANAGEMENT TOPICS: WEIGHT LOSS (97 TOTAL ATTENDEES). (CONTINUED IN SUPPLEMENTAL DISCLOSURES)
PART V, SECTION B, LINE 11 - CONTINUED	8. MATERNAL & CHILD HEALTH: HEALTH AND WELL-BEING OF MOTHERS, INFANTS, AND CHILDREN, INCLUDING PRENATAL CARE, BIRTH OUTCOMES, CHILD DEVELOPMENT, AND FAMILY SUPPORT.- THE SOUTHCOAST BABY CAFS ARE A WELCOMING, FREE COMMUNITY SPACE THAT SUPPORTS BREASTFEEDING AND EARLY PARENTING. OPEN TO PARENTS AND CAREGIVERS, THE BABY CAFS PROVIDE PEER SUPPORT, EDUCATION, AND RESOURCES IN A RELAXED AND FRIENDLY ENVIRONMENT. THESE CAFS ARE OVERSEEN BY TRAINED LACTATION CONSULTANTS AND PEER COUNSELORS, PARTICIPANTS RECEIVE ONE-ON-ONE GUIDANCE, GROUP SUPPORT, AND PRACTICAL TIPS TO HELP WITH BREASTFEEDING CHALLENGES, INFANT NUTRITION, AND OVERALL NEWBORN CARE. * DURING FY25, THREE BABY CAF SESSIONS WERE HELD EACH WEEK, EACH LASTING TWO HOURS, IN DARTMOUTH AND FALL RIVER, WITH 810 MOTHERS IN ATTENDANCE (NOT INCLUDING SUPPORT PEOPLE OR INFANTS). THIS REPRESENTS A 20.2% INCREASE FROM FY24 (674 MOTHERS). INCREASED PARTICIPATION HELPS PROMOTE HEALTHIER INFANTS, STRENGTHENS FAMILY WELL-BEING, AND FOSTERS A MORE INFORMED AND CONNECTED COMMUNITY. * IN ADDITION TO THE INCREASE IN ATTENDANCE AT SOUTHCOAST BABY CAFS, THE TEAM SUPPORTED THE TRAINING AND EXPANSION OF BABY CAFS ACROSS THE SOUTH COAST REGION BY PROVIDING GUIDANCE, RESOURCES, AND DROP-IN TEACHING FOR NEW BEDFORD COMMUNITY HEALTH, HELPING THEM OFFER MULTI-LINGUAL, PRIMARILY SPANISH-SPEAKING BABY CAFS TO BETTER MEET THE NEEDS OF THE COMMUNITY AT THEIR LOCATION AND AT OTHER COMMUNITY-BASED SITES.- SOUTHCOAST OFFERS CHILDBIRTH EDUCATION CLASSES TO PREPARE EXPECTANT PARENTS FOR LABOR, DELIVERY, AND EARLY PARENTHOOD. LED BY EXPERIENCED NURSES AND EDUCATORS, THE CLASSES PROVIDE EVIDENCE-BASED INSTRUCTION, PRACTICAL SKILLS, AND SUPPORTIVE GUIDANCE ON LABOR, PAIN MANAGEMENT, POSTPARTUM CARE, NEWBORN CARE, AND BREASTFEEDING. CLASSES ARE OFFERED IN-PERSON AND VIRTUALLY AND ARE OPEN TO THE PUBLIC, WITH NO REQUIREMENT TO DELIVER AT A SOUTHCOAST FACILITY. * DURING FY25, 273 COUPLES ATTENDED THE CHILDBIRTH EDUCATION SERIES, WHICH IS AN INCREASE OF 35.1% FROM FY24 (202 COUPLES). BY REACHING MORE FAMILIES, THE CLASSES HELP IMPROVE MATERNAL AND INFANT HEALTH OUTCOMES, REDUCE ANXIETY AROUND CHILDBIRTH, AND FOSTER STRONGER FAMILY PREPAREDNESS, ULTIMATELY SUPPORTING HEALTHIER, MORE RESILIENT COMMUNITIES. - SOUTHCOAST OFFERS BREASTFEEDING CLASSES TO HELP NEW AND EXPECTANT PARENTS DEVELOP THE SKILLS AND CONFIDENCE NEEDED FOR SUCCESSFUL BREASTFEEDING. LED BY LACTATION CONSULTANTS AND NURSES, CLASSES COVER LATCH AND POSITIONING, FEEDING SCHEDULES, COMMON CHALLENGES, PUMPING, AND MILK STORAGE. CLASSES ARE OPEN TO THE PUBLIC, AVAILABLE IN-PERSON AND VIRTUALLY, AND DO NOT REQUIRE DELIVERY AT A SOUTHCOAST FACILITY. * DURING FY25, 185 COUPLES ATTENDED A BREASTFEEDING CLASS, WHICH IS AN INCREASE OF 69.7% FROM FY24 (109 COUPLES). AN INCREASE IN ATTENDANCE AT THESE CLASSES POSITIVELY IMPACTS THE COMMUNITY BY EQUIPPING MORE PARENTS WITH THE KNOWLEDGE AND SKILLS TO SUCCESSFULLY BREASTFEED, WHICH SUPPORTS INFANT NUTRITION AND HEALTH, STRENGTHENS PARENT-INFANT BONDING, AND PROMOTES LONG-TERM FAMILY WELL-BEING. * SOUTHCOAST'S CAR SEAT SAFETY PROGRAM, FUNDED THROUGH THE MASSACHUSETTS CHILD PASSENGER SAFETY EDUCATION AND ASSISTANCE INITIATIVE, PROVIDES FREE CAR SEATS, SAFETY CHECKS, AND EDUCATION TO FAMILIES IN NEED. THROUGH THIS PROGRAM, CERTIFIED CHILD PASSENGER SAFETY TECHNICIANS (CPST) ENSURE THAT CAREGIVERS RECEIVE THE RIGHT SEAT FOR THEIR CHILD, LEARN PROPER INSTALLATION TECHNIQUES, AND UNDERSTAND ONGOING SAFETY PRACTICES. - DURING FY25, 11 CAR SEATS AND CAR SEAT CHECKS WERE PROVIDED BY THE CPSTS. IN ADDITION, WE PARTNER WITH LOCAL ORGANIZATIONS AND AGENCIES TO HOST COMMUNITY CAR SEAT CHECK EVENTS, EXPANDING ACCESS TO SAFETY RESOURCES AND SUPPORT FOR FAMILIES ACROSS THE REGION. BY COMBINING ACCESS TO EQUIPMENT WITH HANDS-ON EDUCATION, WE AIM TO REDUCE CHILDHOOD INJURIES AND KEEP OUR COMMUNITY'S YOUNGEST PASSENGERS SAFE ON THE ROAD. * FOR FY25, THE SACRED BIRTHING VILLAGE (SBV) RECEIVED FUNDING THROUGH THE STRATEGIC PARTNERSHIP PROGRAM TO SUPPORT THEIR WORK IN ENHANCING MATERNAL AND INFANT HEALTH OUTCOMES FOR BIPOC COMMUNITIES. SBV SERVES AS A MATERNAL RESTORATIVE SANCTUARY - A SPACE FOR BLACK, INDIGENOUS, AND ALL WOMEN OF COLOR TO REMEMBER, RECLAIM, AND RISE IN THEIR SACRED POWER. IN ADDITION, SBV SUPPORTS SOUTHCOAST BY PROVIDING INSIGHT ON HOSPITAL POLICIES AND PROCEDURES AROUND BIRTHING SUPPORTS AND RECOMMENDING STRATEGIES TO IMPROVE THE OVERALL DELIVERY EXPERIENCE. THROUGH THESE EFFORTS, SBV HELPS PROMOTE HEALTHY PREGNANCIES, STRENGTHEN PARENT-INFANT BONDS, AND IMPROVE MATERNAL AND INFANT HEALTH OUTCOMES. * THE PERINATAL HEALTH EQUITY COUNCIL IS A CROSS-DISCIPLINARY TEAM OF SOUTHCOAST STAFF, STRENGTHENED BY INPUT AND SUPPORT FROM COMMUNITY EXPERTS, AND COMMITTED TO ADVANCING EQUITY FOR BIRTHING PEOPLE AND THEIR FAMILIES. THE COUNCIL AIMS TO (1) ELEVATE PATIENT-CENTERED INSIGHTS AND LIVED EXPERIENCES WHILE IDENTIFYING INTERNAL PRACTICES THAT CONTRIBUTE TO DISPARITIES OR CREATE BARRIERS FOR PATIENTS OF COLOR WITHIN THE SOUTHCOAST HEALTH SYSTEM; (2) SERVE AS A CENTRAL HUB FOR KNOWLEDGE, COLLABORATION, AND ACTION IN PERINATAL HEALTH EQUITY, FOSTERING A CONSISTENT EXCHANGE OF IDEAS, RESOURCES, AND SUPPORT; AND (3) PROVIDE OUTREACH, EDUCATION, AND AWARENESS TO BOTH INTERNAL AND EXTERNAL SOUTHCOAST COMMUNITIES.9. OVERALL HEALTH: GENERAL PHYSICAL, MENTAL, AND SOCIAL WELL-BEING, ENCOMPASSING QUALITY OF LIFE AND HEALTHY LIFESTYLES ACROSS THE LIFESPAN.- THE BE WELL WAREHAM PROGRAM IS A MONTHLY EVENT THAT INVITES PARTICIPANTS TO WALK WITH A SOUTHCOAST PHYSICIAN AND THEN ENGAGE IN HEALTHY ACTIVITIES LED BY SOUTHCOAST STAFF, INCLUDING CHAIR YOGA, MEDITATION TECHNIQUES, AND HEALTH EDUCATION. THE PROGRAM IS OFFERED IN PARTNERSHIP WITH THE YMCA GLEASON FAMILY FACILITY. IN FY25, THE PROGRAM SERVED 91 PARTICIPANTS, WHICH IS ALMOST A 50% INCREASE IN PARTICIPATION FROM LAST YEAR.- THE HEALTHY AGING PODCAST CONTINUED THROUGH FY25, RELEASING 3 EPISODES BEFORE TRANSITIONING INTO THE NEW FISCAL YEAR. THIS FREE PODCAST IS DESIGNED TO HELP LISTENERS MANAGE THEIR HEALTH AND ADOPT HABITS THAT SUPPORT LIVING A LONGER, HEALTHIER LIFE. FEATURED SPEAKERS ON THE PODCAST ARE LOCAL PHYSICIANS AND CARE PROVIDERS WHO DISCUSS IMPORTANT TOPICS AND PRACTICAL STEPS FOR MAINTAINING HEALTH AND WELL-BEING.- INJURY PREVENTION PROGRAM: AT HOSPITALS DESIGNATED AS LEVEL II TRAUMA CENTERS, THE ROLE OF THE INJURY PREVENTION COORDINATOR IS ESSENTIAL TO ADVANCING COMMUNITY HEALTH AND SAFETY. THIS POSITION IS RESPONSIBLE FOR DEVELOPING, IMPLEMENTING, AND EVALUATING PROGRAMS THAT REDUCE THE INCIDENCE OF PREVENTABLE INJURIES ACROSS THE REGION. BY ENGAGING IN COMMUNITY TRAININGS, FOSTERING PARTNERSHIPS WITH SCHOOLS, PUBLIC SAFETY AGENCIES, AND LOCAL ORGANIZATIONS, AND PARTICIPATING IN OUTREACH EVENTS, THE COORDINATOR ENSURES THAT EVIDENCE-BASED STRATEGIES REACH DIVERSE POPULATIONS. THEIR WORK NOT ONLY SUPPORTS THE HOSPITAL'S TRAUMA MISSION BUT ALSO STRENGTHENS COMMUNITY RESILIENCE BY PROMOTING AWARENESS, EDUCATION, AND COLLABORATION. * DURING FY25, THE INJURY PREVENTION COORDINATOR PARTICIPATED IN 13 COMMUNITY-BASED EVENTS, PROVIDING FALL PREVENTION EDUCATION, DISTRACTED DRIVING EDUCATION AND CARFIT SERVICES IN PARTNERSHIP WITH LOCAL COMMUNITY ORGANIZATIONS. THE INJURY PREVENTION COORDINATOR SERVES AS A VITAL LINK BETWEEN THE TRAUMA CENTER AND THE BROADER COMMUNITY, HELPING TO REDUCE INJURY-RELATED MORBIDITY AND MORTALITY WHILE BUILDING LASTING CONNECTIONS THAT IMPROVE PUBLIC HEALTH OUTCOMES.(CONTINUED IN SUPPLEMENTAL DISCLOSURES)
PART V, SECTION B, LINE 11 - CONTINUED	BASED ON THE 2025 CHNA FINDINGS, SOUTHCOAST HEALTH WILL PRIORITIZE CERTAIN DEMOGRAPHIC AND SOCIO-ECONOMIC SEGMENTS OF THE POPULATION THAT HAVE COMPLEX NEEDS OR FACE PARTICULAR BARRIERS TO CARE, SERVICE GAPS, OR ADVERSE SOCIAL DRIVERS OF HEALTH THAT CAN PUT THEM AT GREATER RISK. THESE GROUPS OF COMMUNITY MEMBERS INCLUDE: - PEOPLE LIVING IN POVERTY/ LOW-INCOME INDIVIDUALS AND FAMILIES: INDIVIDUALS AND FAMILIES WHOSE INCOME IS BELOW THE FEDERAL POVERTY LINE OR WHO STRUGGLE TO MEET BASIC NEEDS SUCH AS HOUSING, FOOD, HEALTHCARE, AND TRANSPORTATION. - NON-ENGLISH SPEAKERS & RECENT IMMIGRANTS: PEOPLE WHO PRIMARILY SPEAK LANGUAGES OTHER THAN ENGLISH AND/OR WHO HAVE RECENTLY IMMIGRATED, OFTEN FACING BARRIERS TO SERVICES DUE TO LANGUAGE, CULTURAL DIFFERENCES, OR LACK OF DOCUMENTATION. - BIPOC (BLAC. INDIGENOUS, AND PEOPLE OF COLOR): COMMUNITIES WHO EXPERIENCE HEALTH INEQUITIES AND SYSTEMIC BARRIERS LINKED TO RACISM, DISCRIMINATION, AND HISTORICAL TRAUMA. - PEOPLE EXPERIENCING HOUSING INSECURITY/HOMELESSNESS: INDIVIDUALS LACKING STABLE, SAFE, AND ADEQUATE HOUSING, INCLUDING THOSE IN SHELTERS, TRANSITIONAL HOUSING, OR UNSHELTERED SETTINGS. - PEOPLE LIVING WITH SUBSTANCE USE DEPENDENCY: INDIVIDUALS WITH DEPENDENCE OR PROBLEMATIC USE OF ALCOHOL, OPIOIDS, OR OTHER SUBSTANCES, WHO MAY FACE STIGMA AND BARRIERS TO CARE. - OLDER ADULTS (65+): AGING INDIVIDUALS WHO MAY FACE INCREASED RISK OF CHRONIC DISEASE, SOCIAL ISOLATION, MOBILITY CHALLENGES, OR NEED FOR CAREGIVING SUPPORT. - LGBTQIA+ POPULATION: PEOPLE WHO IDENTIFY AS LESBIAN, GAY, BISEXUAL, TRANSGENDER, QUEER, OR GENDER-DIVERSE, WHO MAY FACE DISCRIMINATION, STIGMA, OR LACK OF AFFIRMING SERVICES. - WOMEN & GIRLS / BIRTHING PEOPLE: SOMEONE WHO GIVES BIRTH, REGARDLESS OF THEIR GENDER IDENTIFY, WHICH MAY BE FEMALE, MALE, NONBINARY OR OTHER.
PART V, LINE 7A, HOSPITAL FACILITY'S WEBSITE:	HTTPS://WWW.SOUTHCOAST.ORG/COMMUNITY/
PART V, LINE 7B, OTHER WEBSITE:	HTTPS://WWW.SOUTHCOASTBEHAVIORAL.COM/ABOUT/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/
PART V, LINE 10A, HOSPITAL FACILITY'S MOST RECENTLY ADOPTED IMPLEMENTATION	STRATEGY POSTED ON A WEBSITE:HTTPS://WWW.SOUTHCOAST.ORG/COMMUNITY/#DOCUMENTS

Schedule H (Form 990) 2024

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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) 2024

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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:	1. CONSIDERATION IS ALSO GIVEN TO PATIENTS WHO HAVE EXHAUSTED THEIR INSURANCE BENEFITS AND/OR WHO EXCEED FINANCIAL ELIGIBILITY CRITERIA BUT FACE EXTRAORDINARY MEDICAL COST. 2. A PATIENT MAY APPLY AND QUALIFY FOR MEDICAL HARDSHIP FINANCIAL ASSISTANCE UNDER THIS POLICY IN THE EVENT ALLOWABLE MEDICAL EXPENSES HAVE SO DEPLETED THE PATIENT'S FAMILY INCOME AND RESOURCES THAT THE PATIENT IS UNABLE TO PAY FOR ELIGIBLE SERVICES. A MEDICAL HARDSHIP GRANT IS A ONE-TIME DETERMINATION RELATED TO THE RECEIPT OF EMERGENCY OR MEDICALLY NECESSARY SERVICES AND DOES NOT CREATE A RIGHT OR CLAIM ON FUTURE DISCOUNTS. A PATIENT MUST COMPLETE A MEDICAL HARDSHIP APPLICATION.
PART I, LINE 7:	ACTUAL COST FOR ALL SHG PATIENT SEGMENTS WAS USED TO CALCULATE THE VALUE OF CHARITY CARE.
PART I, LINE 7G:	INCLUDED IN SUBSIDIZED HEALTH SERVICES AT COST ARE COSTS AND OFFSETTING REVENUES ASSOCIATED WITH SHG'S INPATIENT REHABILITATIVE SERVICES, LEVEL II NURSERY, CLINICS AND TRAUMA. SHG IS THE SOLE PROVIDER OF THESE SERVICES IN ITS COMMUNITIES AND PROVIDES SUCH SERVICES AS A COMMUNITY BENEFIT DESPITE THE LOSSES INCURRED.
PART I, LINE 7, COLUMN (F):	THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 12,890,499.
PART II, COMMUNITY BUILDING ACTIVITIES:	SOUTHCOAST HOSPITALS GROUP ACTIVELY ENGAGES IN A VARIETY OF COMMUNITY-BUILDING INITIATIVES THAT STRENGTHEN LOCAL INFRASTRUCTURE AND ADDRESS THE SOCIAL DRIVERS OF HEALTH. THESE EFFORTS ARE DESIGNED TO PROMOTE HEALTH EQUITY AND IMPROVE THE OVERALL WELL-BEING OF RESIDENTS THROUGHOUT THE SOUTH COAST REGION.IN THE SUMMER OF 2024, THE SOUTHCOAST COMMUNITY HEALTH ALLIANCE (SOCHA) WAS ESTABLISHED, BRINGING TOGETHER LEADING ORGANIZATIONS ACROSS THE SOUTH COAST REGION ENGAGED IN THE DEVELOPMENT OF COMMUNITY HEALTH NEEDS ASSESSMENTS. THROUGH THIS COLLABORATIVE PARTNERSHIP, THE FY25 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS DEVELOPED AS A UNIFIED AND COMPREHENSIVE EVALUATION OF THE REGION'S MOST SIGNIFICANT HEALTH NEEDS. ALLIANCE PARTNERS INCLUDE ONE HEALTH SYSTEM (SOUTHCOAST HEALTH); TWO LOCAL BOARDS OF HEALTH (THE NEW BEDFORD AND FALL RIVER HEALTH DEPARTMENTS); THREE FEDERALLY QUALIFIED HEALTH CENTERS (HEALTHFIRST FAMILY HEALTH CENTER, NEW BEDFORD COMMUNITY HEALTH, AND SSTAR); TWO COMMUNITY ACTION AGENCIES (CITIZENS FOR CITIZENS AND PEOPLE ACTING IN COMMUNITY ENDEAVORS [PACE]), AND CHILD & FAMILY SERVICES, INC. FOLLOWING THE COMPLETION OF THE FY25 SOCHA CHNA, THE NEXT PHASE OF WORK WILL FOCUS ON TRANSLATING IDENTIFIED PRIORITIES INTO ACTIONABLE STRATEGIES THROUGH ONGOING COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) INITIATIVES. SOUTHCOAST HEALTH AND ITS SOCHA PARTNERS WILL CONTINUE IMPLEMENTATION OF THE EXISTING 2022 NEW BEDFORD CHIP, MAINTAINING COLLABORATION WITH COMMUNITY STAKEHOLDERS TO ADVANCE HEALTH EQUITY AND ADDRESS PRIORITY AREAS SUCH AS AFFORDABLE HOUSING, BEHAVIORAL HEALTH, FOOD SECURITY AND ACCESS TO CARE. CONCURRENTLY, EFFORTS WILL BEGIN TO DEVELOP A NEW CHIP FOR THE CITY OF FALL RIVER, GUIDED BY THE FINDINGS OF THE REGIONAL CHNA AND IN PARTNERSHIP WITH LOCAL AGENCIES, RESIDENTS, AND COMMUNITY LEADERS. TOGETHER, THESE COORDINATED PLANNING EFFORTS WILL ENSURE THAT DATA-DRIVEN STRATEGIES AND MEASURABLE GOALS ARE ALIGNED ACROSS THE SOUTH COAST REGION TO SUSTAIN LONG-TERM COMMUNITY HEALTH IMPROVEMENT.BEYOND THE WORK OF THE SOCHA AND THE ONGOING COMMUNITY HEALTH IMPROVEMENT PLAN INITIATIVES, SOUTHCOAST CONTINUES TO ENGAGE IN A WIDE RANGE OF COMMUNITY-BUILDING ACTIVITIES THAT REINFORCE LOCAL HEALTH IMPROVEMENT EFFORTS SUCH AS STRENGTHENING COMMUNITY INFRASTRUCTURE, SUPPORTING ENVIRONMENT IMPROVEMENTS, PROMOTING ACTIVITIES TO IMPROVE ECONOMIC STABILITY, AND COALITION BUILDING. SOUTHCOAST EMPLOYEES ACTIVELY PARTICIPATE ON NUMEROUS COALITIONS THAT WORK TO IMPROVE THE HEALTH AND WELLNESS OF OUR COMMUNITY. SOUTHCOAST REPRESENTATIVES LEAD THE SUBSTANCE EXPOSED NEWBORNS OF SE MA (SENSE) COALITIONA GROUP FOCUSED ON SUPPORTING CHILDREN BORN WITH SUBSTANCE EXPOSURE AND THEIR FAMILIES IN OUR COMMUNITYAS WELL AS THE STREET HOMELESS COALITION IN FALL RIVER, WHICH FOCUSES ON SUPPORTING UNHOUSED COMMUNITY MEMBERS IN NEED OF RESOURCES AND SUPPORT. SOUTHCOAST EMPLOYEES ALSO SERVE ON THE STEERING COMMITTEE FOR THE HOMELESS SERVICE PROVIDER NETWORK (HSPN) NOW NAMED THE BRISTOL COUNTY CONTINUUM OF CARE, TO COMBAT HOMELESSNESS AND THE RISING COSTS OF AFFORDABLE HOUSING, THE COMMUNITY ADVISORY BOARD FOR THE SOUTHCOAST FOOD POLICY COUNCIL, WHICH CONNECTS, CONVENES, AND ADVOCATES FOR LOCAL FOOD PRODUCERS, CONSUMERS, AND COMMUNITY LEADERS WHO SEEK POLICY AND SYSTEMS THAT STRENGTHEN OUR REGIONAL FOOD SYSTEM, IMPROVE COMMUNITY HEALTH, AND ELIMINATE FOOD INSECURITY, AND ON THE STEERING COMMITTEES FOR THE LOCAL AREA CHNA'S IN FALL RIVER AND NEW BEDFORD. IN ADDITION TO LEADERSHIP ROLES, REPRESENTATIVES ALSO PARTICIPATE ON THE ONE SOUTHCOAST CHAMBER, AND COALITIONS AND TASK FORCES FOCUSED ON EARLY CHILDHOOD DEVELOPMENT, SUBSTANCE USE DISORDER, PERIOD POVERTY/MENSURAL INEQUITIES, MENTAL HEALTH, AND OVERALL COMMUNITY WELLNESS.
PART III, LINE 2:	THE COSTING METHODOLOGY USED TO CALCULATE BAD DEBT EXPENSE REPORTED IN PART III, LINE 2 WAS BASED ON A RATIO OF COST TO CHARGE METHODOLOGY. DISCOUNTS AND PAYMENTS ON ACCOUNTS CONSIDERED AS BAD DEBT OFFSET THE TOTAL BAD DEBT EXPENSE RECORDED.
PART III, LINE 3:	PER SHG'S ASSESSMENT OF THE COMMUNITY IT SERVES, A CERTAIN PERCENTAGE OF THE POPULATION WOULD QUALIFY FOR FINANCIAL ASSISTANCE BUT DO NOT APPLY. DUE TO THIS, SHG CONSIDERS THIS AMOUNT OF BAD DEBT AS A COMMUNITY BENEFIT EXPENSE.
PART III, LINE 4:	FOR PATIENTS THAT DO NOT QUALIFY FOR CHARITY CARE, SHG RECOGNIZES REVENUE ON THE BASIS OF ITS STANDARD RATES FOR SERVICES PROVIDED BY POLICY. ON THE BASIS OF HISTORICAL EXPERIENCE, A PORTION OF SHG'S UNINSURED PATIENTS WILL BE UNABLE OR UNWILLING TO PAY FOR THE SERVICES PROVIDED. THUS, SHG RECORDS A PROVISION FOR BAD DEBTS RELATED TO UNINSURED PATIENTS IN THE PERIOD THE SERVICES ARE PROVIDED. FOOTNOTE 4, PAGE 16-17 OF THE AUDITED FINANCIAL STATEMENTS DESCRIBES THE BAD DEBT EXPENSE. ALSO FOOTNOTE 2, REVENUE FROM CUSTOMERS SECTION PAGE 10-11.
PART III, LINE 8:	THE COST ACCOUNTING METHODOLOGY USED IS THE SAME METHODOLOGY USED FOR THE MEDICARE SHORTFALL. THE MEDICARE SHORTFALL SHOULD BE RECOGNIZED AS A COMMUNITY BENEFIT SINCE SHG IS REQUIRED TO PROVIDE SERVICES TO ALL REGARDLESS OF THE ABILITY TO PAY FOR SUCH SERVICES.
PART III, LINE 9B:	1. SHS WILL REVIEW THE INFORMATION PROVIDED BY OR ON BEHALF OF EACH PATIENT TO VERIFY IDENTITY, AND SHALL NOTIFY EACH PATIENT OF THE AVAILABILITY OF FINANCIAL ASSISTANCE. SHS WILL VERIFY REPORTED FAMILY INCOME AND COMPARE THE AMOUNTS REPORTED TO THE CURRENT FEDERAL POVERTY GUIDELINES. 2. PATIENTS OF SHG WITH A FAMILY INCOME AT OR BELOW 300% OF THE FEDERAL POVERTY GUIDELINES WILL BE DEEMED PRESUMPTIVELY ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER SOUTHCOAST POLICY. 3. PATIENTS WITH A FAMILY INCOME 150%-300% OF THE FEDERAL POVERTY GUIDELINES WILL BE ELIGIBLE FOR FINANCIAL ASSISTANCE IN THE FORM OF DISCOUNTS OR FREE CARE CALCULATED PURSUANT TO THE SLIDING FEE SCALE. IN ADDITION, PATIENTS WITH FAMILY INCOME OF MORE THAN 300% FPL BUT LESS THAN OR EQUAL TO 400% FPL, ANNUAL MEDICAL EXPENSES EXCEED A 40% OF THEIR INCOME IN THE LAST 12-MONTHS SHALL BE ELIGIBLE FOR FINANCIAL ASSISTANCE AS A LOW-INCOME PATIENT.4. FOR INDIVIDUALS DETERMINED TO BE LOW INCOME PATIENTS THROUGH THE SHG FINANCIAL ASSISTANCE POLICY, THE SHS PATIENT ACCOUNTING TEAM RESERVES THE RIGHT TO CONSIDER DEBT AS CHARITY. SERVICES DENIED PRIOR TO DATE OF APPLICATION MAY BE CONSIDERED CHARITY CARE.
PART VI, LINE 2:	IN ADDITION TO COMPLETING A REGIONAL CHNA EVERY THREE YEARS, SOUTHCOAST ACTIVELY LEADS AND PARTICIPATES IN MORE THAN 20 COMMUNITY COALITIONS AND NUMEROUS INITIATIVES EACH YEAR TO BETTER UNDERSTAND THE SOCIAL AND HEALTH CARE NEEDS OF RESIDENTS IN THE SOUTH COAST REGION. THESE ONGOING EFFORTS INCLUDE: (1) TRACKING HOSPITAL DATA TO IDENTIFY EMERGING COMMUNITY NEEDS, SUCH AS THE NUMBER OF PATIENTS EXPERIENCING HOMELESSNESS, OVERDOSES, OR FOOD INSECURITY; AND (2) COLLABORATING WITH COALITION PARTNERS TO CONDUCT COMMUNITY OUTREACH, SURVEYS, AND FOCUS GROUPS TO HEAR DIRECTLY FROM RESIDENTS ABOUT THEIR CHALLENGES AND PRIORITIES.
PART VI, LINE 3:	SOUTHCOAST SUPPORTS INDIVIDUALS IN ACCESSING FINANCIAL ASSISTANCE THROUGH OUR PATIENT FINANCIAL SERVICES TEAM, WHICH HELPS PATIENTS APPLY FOR STATE AND PUBLIC ASSISTANCE PROGRAMS. THE TEAM WORKS CLOSELY WITH INDIVIDUALS TO IDENTIFY OPPORTUNITIES TO REDUCE OR COVER MEDICAL EXPENSES, INCLUDING THE DEVELOPMENT OF PERSONALIZED PAYMENT PLANS. SOUTHCOAST'S FINANCIAL COUNSELORS ARE CERTIFIED APPLICATION COUNSELORS (CAC) AND SERVING THE HEALTH INSURANCE NEEDS OF EVERYONE (SHINE) CERTIFIED, ENABLING THEM TO GUIDE INDIVIDUALS IN DETERMINING ELIGIBILITY FOR VARIOUS HEALTH INSURANCE PROGRAMS. THEY ALSO PROVIDE ASSISTANCE WITH ENROLLMENT PAPERWORK AND APPLICATION SUBMISSIONS. INFORMATION ABOUT THESE SERVICES IS AVAILABLE IN MULTIPLE LANGUAGES THROUGHOUT SOUTHCOAST'S INPATIENT AND OUTPATIENT FACILITIES, AS WELL AS ON OUR WEBSITE.
PART VI, LINE 4:	GEOGRAPHIC AREA: THE SOUTH COAST ENCOMPASSES A MIX OF URBAN, SUBURBAN, AND RURAL COMMUNITIES, INCLUDING THE CITIES OF NEW BEDFORD AND FALL RIVER AND SURROUNDING TOWNS. THE AREA IS HOME TO A DIVERSE POPULATION WITH RICH CULTURAL TRADITIONS, SHAPED BY WAVES OF IMMIGRATION OVER TIME. HISTORICALLY KNOWN FOR ITS FISHING, TEXTILE, AND MANUFACTURING INDUSTRIES, THE REGION TODAY FACES BOTH ECONOMIC CHALLENGES AND OPPORTUNITIES FOR GROWTH. MANY RESIDENTS EXPERIENCE PERSISTENT HEALTH INEQUITIES DRIVEN BY SOCIAL AND ECONOMIC FACTORS SUCH AS INCOME, EMPLOYMENT, HOUSING, AND ACCESS TO CARE. AT THE SAME TIME, THE SOUTH COAST IS STRENGTHENED BY STRONG COMMUNITY NETWORKS, CULTURAL ASSETS, AND A SHARED COMMITMENT TO IMPROVING HEALTH AND WELL-BEING. DEMOGRAPHY:THE SOUTH COAST REGION HAS A DIVERSE AND DYNAMIC POPULATION, SHAPED BY AGE, GENDER, RACE AND ETHNICITY, LANGUAGE, IMMIGRATION STATUS, DISABILITY STATUS, OPPORTUNITY YOUTH, AND SOCIOECONOMIC FACTORS. UNDERSTANDING THESE CHARACTERISTICS IS ESSENTIAL FOR ADVANCING HEALTH EQUITY AND DESIGNING INCLUSIVE, CULTURALLY COMPETENT SERVICES THAT MEET THE NEEDS OF ALL RESIDENTS.IN CONCLUSION OF THE MOST RECENT CENSUS, THE SOUTH COAST REGION HAD AN AVERAGE POPULATION OF 378,075 RESIDENTS. NEW BEDFORD AND FALL RIVER SERVE AS THE LARGEST URBAN CENTERS IN THE REGION, EACH WITH SIGNIFICANT POPULATIONS ACROSS MULTIPLE ZIP CODES. THESE CITIES ANCHOR THE REGION'S POPULATION, CONTRIBUTING TO ITS DENSITY AND SHAPING MANY OF ITS SOCIAL AND ECONOMIC DYNAMICS. SURROUNDING SMALLER TOWNS ADD TO THE OVERALL POPULATION DISTRIBUTION, CREATING A LANDSCAPE THAT BLENDS DENSE URBAN AREAS WITH LESS POPULATED COMMUNITIES. THIS VARIATION UNDERSCORES THE REGION'S DIVERSITY AND THE IMPORTANCE OF STRATEGIES THAT ADDRESS BOTH URBAN AND RURAL NEEDS. THE REGION'S AGE DISTRIBUTION REFLECTS A MIX OF CHILDREN, ADOLESCENTS, YOUNG ADULTS, MIDDLE-AGED ADULTS, AND SENIORS, WITH A NOTABLE PRESENCE OF YOUNG ADULTS AND MIDDLE-AGED INDIVIDUALS. THIS DEMOGRAPHIC PROFILE INDICATES A STRONG MIX OF WORKING-AGE ADULTS AND YOUNGER POPULATIONS, BOTH OF WHICH ARE ESSENTIAL FOR MAINTAINING A VIBRANT AND DYNAMIC LOCAL ECONOMY; THE SIGNIFICANT SHARE OF YOUNG ADULTS' POINTS TO OPPORTUNITIES FOR GROWTH AND INNOVATION, WHILE THE CONCENTRATION OF MIDDLE-AGED INDIVIDUALS UNDERSCORES THE NEED FOR SERVICES THAT SUPPORT FAMILIES AND PROFESSIONALS.THE SOUTH COAST REGION IS PREDOMINANTLY NON-HISPANIC WHITE, WITH SIGNIFICANT REPRESENTATION OF HISPANIC OR LATINO AND NON-HISPANIC BLACK RESIDENTS, AS WELL AS OTHER RACIAL AND ETHNIC GROUPS. THE SOUTH COAST REGION HAS A NOTABLE POPULATION OF NON-CITIZEN IMMIGRANTS, WITH CONCENTRATIONS PARTICULARLY IN NEW BEDFORD AND FALL RIVER. NEW BEDFORD HAS THE HIGHEST PERCENTAGE OF NON-CITIZENS AT 10.96%, FOLLOWED BY FALL RIVER AT 9.55%. COMPARED WITH BRISTOL COUNTY AND MASSACHUSETTS OVERALL, THE REGION HAS A HIGHER PERCENTAGE OF NON-CITIZEN IMMIGRANTS, HIGHLIGHTING THE IMPORTANCE OF PROVIDING ACCESSIBLE HEALTHCARE AND CULTURALLY COMPETENT PROGRAMS, TO ADDRESS THE UNIQUE NEEDS AND CHALLENGES FACED BY IMMIGRANT COMMUNITIES. ENSURING THESE SERVICES ARE AVAILABLE PROMOTES OVERALL WELL-BEING, SUPPORTS INTEGRATION INTO SOCIETY, AND ADVANCES HEALTH ACROSS THE REGION.THE SOUTH COAST REGION HAS A NOTABLE SHARE OF HOUSEHOLDS WITH LIMITED ENGLISH PROFICIENCY, PARTICULARLY CONCENTRATED IN NEW BEDFORD AND FALL RIVER. THIS LINGUISTIC DIVERSITY PRESENTS BOTH CHALLENGES AND OPPORTUNITIES FOR COMMUNITY HEALTH INITIATIVES, EMPHASIZING THE NEED FOR TAILORED COMMUNICATION STRATEGIES AND LANGUAGE ASSISTANCE SERVICES TO ENSURE THAT ALL RESIDENTS CAN ACCESS ESSENTIAL HEALTH INFORMATION AND CARE. COMPARED WITH BRISTOL COUNTY AND MASSACHUSETTS OVERALL, THE SOUTH COAST - ESPECIALLY ITS TWO LARGEST URBAN CENTERS - SHOWS A HIGHER PREVALENCE OF LIMITED ENGLISH PROFICIENCY HOUSEHOLDS. BOTH NEW BEDFORD AND FALL RIVER, HAVE HIGHER RATES OF SUCH HOUSEHOLDS COMPARED TO THE STATE AVERAGE. NEW BEDFORD LEADS WITH 11.2%, FOLLOWED CLOSELY BY FALL RIVER AT 11.03%. SOCIO-ECONOMIC FACTORS: SOCIOECONOMIC STATUS CONSISTENTLY EMERGED AS ONE OF THE TOP CONCERNS IN THE SOUTH COAST REGION. ECONOMIC HARDSHIP REMAINS A PRESSING ISSUE IN THE SOUTH COAST REGION. INCOME AND POVERTY ARE CENTRAL SOCIAL DRIVERS OF HEALTH, SHAPING ACCESS TO HOUSING, FOOD, EDUCATION, AND HEALTHCARE. FAMILIES WITH LOWER INCOMES OFTEN FACE LIMITED OPPORTUNITIES FOR STABILITY AND ADVANCEMENT, CONTRIBUTING TO PERSISTENT INEQUITIES IN HEALTH AND WELL-BEING. THE DATA ON MEDIAN HOUSEHOLD INCOME HIGHLIGHTS SUBSTANTIAL ECONOMIC DISPARITIES ACROSS MASSACHUSETTS, THE SOUTH COAST REGION, AND ITS TWO MAJOR CITIES - FALL RIVER AND NEW BEDFORD. MASSACHUSETTS REPORTS THE HIGHEST MEDIAN HOUSEHOLD INCOME AT $101,341. IN COMPARISON, THE SOUTH COAST REGION FALLS WELL BELOW THE STATE AVERAGE AT $79,355, APPROXIMATELY 22% LOWER. WITHIN THE REGION, FALL RIVER ($57,602) AND NEW BEDFORD ($56,938) HAVE EVEN LOWER INCOMES - ABOUT 43% BELOW THE STATE AVERAGE AND NEARLY 2728% BELOW THE SOUTH COAST REGIONAL MEDIAN. POVERTY RATES IN THE SOUTH COAST MIRROR THESE INCOME DISPARITIES. WHILE MASSACHUSETTS REPORTS A STATEWIDE POVERTY RATE OF 9.9%, THE SOUTH COAST EXPERIENCES A HIGHER RATE OF 12.35%. ECONOMIC HARDSHIP IS PARTICULARLY PRONOUNCED IN URBAN CENTERS - FALL RIVER (18.21%) AND NEW BEDFORD (18.73%) - WHERE POVERTY LEVELS ARE MORE THAN DOUBLE THE STATE AVERAGE. FOR MANY HOUSEHOLDS IN THESE COMMUNITIES, FINANCIAL INSTABILITY FORCES DIFFICULT TRADEOFFS BETWEEN IMMEDIATE NEEDS AND LONG-TERM HEALTH AND STABILITY. POVERTY ALSO VARIES SIGNIFICANTLY ACROSS RACIAL AND ETHNIC GROUPS. NATIVE AMERICAN RESIDENTS EXPERIENCE THE HIGHEST POVERTY RATES, WITH 44.45% LIVING IN POVERTY REGION-WIDE AND 76.62% IN FALL RIVER. HISPANIC OR LATINO AND NON-HISPANIC BLACK POPULATIONS ALSO EXPERIENCE HIGHER-THAN-AVERAGE POVERTY, WHILE NON-HISPANIC WHITE RESIDENTS HAVE THE LOWEST RATES (10.92% REGION-WIDE: 17.05% IN FALL RIVER).
PART VI, LINE 5:	SOUTHCOAST INVESTS IN INITIATIVES AND PROGRAMS THAT ADDRESS THE MOST PRESSING HEALTH NEEDS ACROSS OUR REGION. THROUGH COLLABORATION WITH A WIDE RANGE OF COMMUNITY PARTNERS, WE ADOPT BEST PRACTICES IN COMMUNITY BENEFIT ASSESSMENT, PLANNING, AND IMPLEMENTATION - ALL WITH THE SHARED GOAL OF IMPROVING THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. DURING FY25, SOUTHCOAST'S STRATEGIC PARTNERSHIP PROGRAM SUPPORTED FOUR COMMUNITY-BASED ORGANIZATIONS WITH A TOTAL INVESTMENT OF $100,000, PROVIDING EACH PARTNER WITH $25,000 TO ADVANCE THEIR COMMUNITY HEALTH INITIATIVES. FUNDED PROGRAMS INCLUDED:- COOKS FOR COMMUNITY V2, IN COLLABORATION WITH THE MARION INSTITUTE, WHICH PROVIDED FARM-FRESH, PREPARED MEALS TO UNSHELTERED MEMBERS OF THE COMMUNITY;- THE SISTERFRIEND PROGRAM, IN COLLABORATION WITH SACRED BIRTHING VILLAGE, DESIGNED TO SUPPORT PROGRAM PARTICIPANTS ("LITTLE SISTERS") WITH ESSENTIAL ITEMS AND TRANSPORTATION TO MEDICAL APPOINTMENTS DURING PREGNANCY;- THE RESIDENTIAL HOUSING PROGRAM, IN COLLABORATION WITH THE YWCA OF SOUTHEASTERN MASSACHUSETTS, WHICH FUNDED STAFFING EXPENSES FOR A LICENSED MENTAL HEALTH CLINICIAN TO SUPPORT RESIDENTS ACROSS YWCA SITES; AND- COASTAL FOODSHED'S INFRASTRUCTURE EXPANSION, WHICH STRENGTHENED OPERATIONS TO ENHANCE FOOD DELIVERY CAPACITY AND FOOD HUB SERVICES ACROSS THE SOUTH COAST REGION.THE EMERGENCY MEDICAL SERVICES (EMS) SUPPORT GRANT PROGRAM WAS ESTABLISHED IN 2025 MAY DURING NATIONAL EMS WEEK WITH THE GOAL OF SUPPORTING ORGANIZATIONS THAT PROVIDE DIRECT PATIENT CARE IN THE SOUTH COAST REGION. IN ITS INITIAL YEAR, THE PROGRAM WAS FULLY FUNDED THROUGH SOUTHCOAST HEALTH AND AWARDED $127,311 IN TOTAL, ACROSS SEVEN MUNICIPAL TAX-EXEMPT EMS ORGANIZATIONS IN SOUTHEASTERN MASSACHUSETTS AND RHODE ISLAND. GRANT RECIPIENTS INCLUDE THE DIGHTON FIRE DEPARTMENT, FREETOWN FIRE DEPARTMENT, LAKEVILLE FIRE DEPARTMENT, MIDDLETOWN FIRE DEPARTMENT, ROCHESTER FIRE DEPARTMENT, TIVERTON FIRE DEPARTMENT, AND THE TOWN OF WAREHAM EMS. IN 2025, SOUTHCOAST HEALTH FULFILLED DETERMINATION OF NEED (DON) FUNDING OBLIGATIONS THROUGH THE COMMUNITY HEALTH INITIATIVE (CHI) TOTALING $112,320. THE FUNDS WERE ALLOCATED TO NEW BEDFORD COMMUNITY HEALTH TO ENHANCE INFRASTRUCTURE CAPACITY AND SUPPORT FACILITY EXPANSION, ENABLING THE ADDITION OF PRIMARY CARE OFFICES AND PHYSICIANS TO IMPROVE ACCESS TO CARE WITHIN THE COMMUNITY. THE INITIATIVE ALSO SUPPORTS THE INTEGRATION AND EXPANSION OF COMMUNITY HEALTH WORKER (CHW) ROLES, CREATING OPPORTUNITIES TO STRENGTHEN PATIENT OUTREACH, CARE COORDINATION, AND CONNECTIONS TO SOCIAL SUPPORT SERVICES ACROSS THE REGION.
PART VI, LINE 6:	THE COMMUNITY HEALTH AND WELLNESS DEPARTMENT AT SOUTHCOAST HEALTH IS AN INTEGRAL PART OF OUR POPULATION HEALTH STRATEGY, DEDICATED TO IMPROVING THE OVERALL HEALTH OF THE COMMUNITIES WE SERVE THROUGH PREVENTIVE CARE, HEALTH PROMOTION, AND ADDRESSING THE SOCIAL DRIVERS OF HEALTH (SDOH) THAT INFLUENCE HEALTH OUTCOMES. THE WORK OF THE DEPARTMENT IS GUIDED BY THE COMMUNITY BENEFITS ADVISORY COUNCIL (CBAC), A DIVERSE GROUP OF REGIONAL LEADERS WHO PROVIDE DIRECTION ON ACTIVITIES AND EXPENDITURES THAT SUPPORT THE HEALTH AND WELL-BEING OF THE SOUTH COAST REGION.THE DEPARTMENT DESIGNS AND IMPLEMENTS PROGRAMS THAT ADDRESS THE UNIQUE NEEDS OF THE COMMUNITY, INFORMED BY THE COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNA) CONDUCTED EVERY THREE YEARS IN PARTNERSHIP WITH LOCAL ORGANIZATIONS AND COMMUNITY MEMBERS. THE MOST RECENT ASSESSMENT IDENTIFIED SEVERAL OPPORTUNITY AREAS, INCLUDING HOUSING, BEHAVIORAL HEALTH, FOOD ACCESS, MATERNAL HEALTH AND WELLNESS, AND ACCESS TO MEDICAL CARE.IN RESPONSE TO COMMUNITY-IDENTIFIED NEEDS, THE SOUTHCOAST CARES INITIATIVES WERE DEVELOPED TO PROMOTE EQUITABLE HEALTH OUTCOMES, INCLUDING PROGRAMS SUCH AS THE COMMUNITY WELLNESS PROGRAM, WHICH REDUCES BARRIERS TO CARE BY BRINGING HEALTH EDUCATION, VACCINATIONS, AND SCREENINGS TO UNDERSERVED POPULATIONS ACROSS THE REGION AND THE NEW BEGINNINGS PROGRAM, WHICH SUPPORTS OPIOID-EXPOSED NEWBORNS AND THEIR MOTHERS, PROVIDING A SEAMLESS COURSE OF CARE AND TREATMENT AIMED AT IMPROVING LONG-TERM OUTCOMES FOR BOTH MOTHER AND CHILD.THE SOUTHCOAST HEALTH COMMUNITY HEALTH & WELLNESS DEPARTMENT COLLABORATES WITH OTHER SOUTHCOAST AFFILIATES INCLUDING, SOUTHCOAST BEHAVIORAL HEALTH, SOUTHCOAST HEALTH AT HOME (FORMERLY KNOWN AS THE VNA), THE SOUTHCOAST PHYSICIANS GROUP (SPG), AND THE SOUTHCOAST HEALTH NETWORK (SHN), TO COORDINATE ALL COMMUNITY BENEFIT ACTIVITIES DESIGNED TO ADDRESS PRESSING HEALTH ISSUES IN OUR REGION, MAXIMIZE POPULATION HEALTH IMPACT, AND ADVANCE HEALTH EQUITY.
PART VI, LINE 7, LIST OF STATES RECEIVING COMMUNITY BENEFIT REPORT:	AN ANNUAL REPORT IS FILED WITH THE OFFICE OF THE MASSACHUSETTS ATTORNEY GENERAL.

Schedule H (Form 990) 2024

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Schedule I
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

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

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
SOUTHCOAST HOSPITALS GROUP INC

Employer identification number
22-2592333

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1) THE MARION INSTITUTE 202 SPRING STREET MARION,MA02738	04-3206583	501(C)(3)	42,500	0			COMMUNITY OUTREACH AND SUPPORT SERVICES
(2) ONE SOUTHCOAST CHAMBER 25 ELM STREET SUITE 101 NEW BEDFORD,MA02740	84-3311136	501(C)(3)	21,355	0			COMMUNITY OUTREACH AND SUPPORT SERVICES
(3) YWCA SOUTHEASTERN MASSACHUSETTS 20 SOUTH SIXTH STREET NEW BEDFORD,MA02740	04-2104747	501(C)(3)	30,000	0			SUPPORT SERVICES
(4) ELEPHANT CIRCLE 3548 G ROAD PALISADE,CO81526	47-1648218	501(C)(3)	25,000	0			SUPPORT SERVICES
(5) COASTAL FOODSHED INC 127 W RODNEY FRENCH BLVD NEW BEDFORD,MA02744	82-4559064	501(C)(3)	25,000	0			SUPPORT SERVICES
(6) POSITIVE ACTION AGAINST CHEMICAL ADD 360 COGGESHALL STREET NEW BEDFORD,MA02746	04-2791362	501(C)(3)	25,000	0			COMMUNITY OUTREACH AND SUPPORT SERVICES
(7) DENNISON MEMORIAL COMMUNITY CENTER INC 755 SOUTH FIRST STREET NEW BEDFORD,MA02740	04-2103806	501(C)(3)	15,000	0			COMMUNITY OUTREACH AND SUPPORT SERVICES
(8) UMASS CHAN MEDICAL SCHOOL FOUNDATION INC 333 SOUTH STREET SHREWSBURY,MA01545	04-3108190	501(C)(3)	10,000	0			SUPPORT SERVICES
(9) DISCOVERY LANGUAGE ACADEMY INC 128 UNION STREET NEW BEDFORD,MA02740	04-2725417	501(C)(3)	8,400	0			COMMUNITY OUTREACH AND SUPPORT SERVICES
(10) TOWN OF LAKEVILLE 364 BEDFORD STREET LAKEVILLE,MA02347	04-6001193	GOVERNMENT ENTITY	23,868	0			COMMUNITY OUTREACH
(11) TOWN OF MIDDLETOWN 239 WYATT RD MIDDLETOWN,RI02842	05-6000235	GOVERNMENT ENTITY	20,000	0			COMMUNITY OUTREACH
(12) TOWN OF FREETOWN 25 BULLOCK ROAD EAST FREETOWN,MA02717	04-6001153	GOVERNMENT ENTITY	15,000	0			COMMUNITY OUTREACH
(13) TOWN OF ROCHESTER 1 CONSTITUTION WAY ROCHESTER,MA02770	04-6001280	GOVERNMENT ENTITY	15,000	0			COMMUNITY OUTREACH
(14) TOWN OF DIGHTON 300 MAIN STREET DIGHTON,MA02715	04-6001130	GOVERNMENT ENTITY	11,393	0			COMMUNITY OUTREACH
(15) KATIE BROWN EDUCATIONAL PROGRAM 209 BEDFORD STREET FALL RIVER,MA02720	45-0480658	501(C)(3)	10,012	0			SUPPORT SERVICES
(16) TOWN OF TIVERTON 85 MAIN ST TIVERTON,RI02878	47-1951801	GOVERNMENT ENTITY	9,550	0			COMMUNITY OUTREACH
(17) UNITED WAY OF GREATER NEW BEDFORD 128 UNION STREET SUITE 105 NEW BEDFORD,MA02740	04-2104264	501(C)(3)	8,000	0			COMMUNITY OUTREACH
(18) FRIENDS OF JACK 32 HILLMAN STREET NEW BEDFORD,MA02740	83-4424674	501(C)(3)	7,600	0			SUPPORT SERVICES
(19) WAREHAM EMS 72 SANDWICH ROAD WAREHAM,MA02571	23-5286528	GOVERNMENT ENTITY	7,500	0			COMMUNITY OUTREACH
(20) CITY OF NEW BEDFORD 133 WILIAM STREET NEW BEDFORD,MA02740	04-6001402	GOVERNMENT ENTITY	8,439	0			COMMUNITY OUTREACH
(21) MY BROTHERS KEEPER INC PO BOX 70273 DARTMOUTH,MA02474	04-3088412	501(C)(3)	6,000	0			COMMUNITY OUTREACH
(22) BUZZARDS BAY AREA HABITAT FOR HUMANITY 8 COUNTRY ROAD SUITE 2 MATTAPOISETT,MA02739	04-3315778	501(C)(3)	5,800	0			SUPPORT SERVICES
(23) GREATER FALL RIVER RE-CREATION COMMITTEE 209 BEDFORD STREET SUITE 303 FALL RIVER,MA02720	04-2491918	501(C)(3)	5,500	0			COMMUNITY OUTREACH AND SUPPORT SERVICES
(24) INTERCHURCH COUNCIL OF GREATER NEW BEDFORD 128 UNION STREET SUITE 100 NEW BEDFORD,MA02740	04-2171191	501(C)(3)	5,250	0			COMMUNITY OUTREACH
(25) FALL RIVER PUBLIC SCHOOLS 417 ROCK STREET FALL RIVER,MA02720	47-1935025	501(C)(3)	0	20,000	FMV	MOBILE HEALTH VAN	COMMUNITY OUTREACH

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

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

Cat. No. 50055P

Schedule I (Form 990) Rev. 1-2025

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

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

(1) ONCOLOGY PATIENT GIFT CARDS	160	68,600	COST	GIFT CARDS FOR PATIENTS TO ASSIST WITH THEIR BILLS
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
PART I, LINE 2:	STRATEGIC PARTNERSHIP PROGRAMS MEET QUARTERLY FOR UPDATES AND HAVE SIGNED AGREEMENTS OF THE FUNDING INTENT ON HOW IT WILL BE SPENT. FOR SOUTHCOAST'S RESPONSIVE SUPPORT PROGRAM AND ACCESS TO TECH PROGRAM RECIPIENTS PROVIDE THE IMPACT OF FUNDING USE UPFRONT IN THEIR APPLICATIONS FOR SUPPORT.

Schedule I (Form 990) Rev. 1-2025

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Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

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

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

SOUTHCOAST HOSPITALS GROUP INC

Employer identification number

22-2592333

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed 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 ............

Yes

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) (Rev. 1-2025)

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)
1DAVID MCCREADY EX-OFFICIO, PRESIDENT & CEO	(i) (ii)	1,184,674 ------------- 0	330,000 ------------- 0	79,555 ------------- 0	180,000 ------------- 0	24,389 ------------- 0	1,798,618 ------------- 0	0 ------------- 0
2RENEE CLARK ASST CLERK UNTIL 12/24)/CLERK (AT 1/25)/EVP COO	(i) (ii)	776,964 ------------- 0	295,800 ------------- 0	148,404 ------------- 0	178,803 ------------- 0	24,389 ------------- 0	1,424,360 ------------- 0	143,760 ------------- 0
3RAYFORD KRUGER FORMER PRESIDENT & CEO	(i) (ii)	8,355 ------------- 0	705,000 ------------- 0	603,421 ------------- 0	30,600 ------------- 0	1,690 ------------- 0	1,349,066 ------------- 0	476,100 ------------- 0
4WADE BROUGHMAN TREASURER, EVP FIN/CFO (UNTIL 12/24)	(i) (ii)	730,464 ------------- 0	188,500 ------------- 0	174,261 ------------- 0	20,700 ------------- 0	19,572 ------------- 0	1,133,497 ------------- 0	0 ------------- 0
5JAMES FEEN SVP - CHIEF DIGITAL INFO OFFICER	(i) (ii)	522,968 ------------- 0	187,300 ------------- 0	107,918 ------------- 0	119,244 ------------- 0	24,389 ------------- 0	961,819 ------------- 0	90,216 ------------- 0
6LAUREN DESIMON JOHNSON SVP/CHRO	(i) (ii)	462,720 ------------- 0	118,500 ------------- 0	89,586 ------------- 0	115,854 ------------- 0	24,389 ------------- 0	811,049 ------------- 0	79,350 ------------- 0
7STEPHEN CANESSA SVP EXTERNAL AFFAIRS CCO	(i) (ii)	461,627 ------------- 0	95,400 ------------- 0	96,730 ------------- 0	108,228 ------------- 0	24,389 ------------- 0	786,374 ------------- 0	85,200 ------------- 0
8ILANA FEINERMAN MD TRUSTEE	(i) (ii)	0 ------------- 608,229	0 ------------- 70,000	0 ------------- 500	0 ------------- 15,288	0 ------------- 23,860	0 ------------- 717,877	0 ------------- 0
9JAQUELINE SOMERVILLE SVP/CNO	(i) (ii)	402,182 ------------- 0	82,200 ------------- 0	93,466 ------------- 0	20,700 ------------- 0	20,280 ------------- 0	618,828 ------------- 0	0 ------------- 0
10MARK CALE CFO SHG & SVP FIN SHS (UNTIL 9/25)	(i) (ii)	445,224 ------------- 0	103,800 ------------- 0	0 ------------- 0	26,233 ------------- 0	24,389 ------------- 0	599,646 ------------- 0	0 ------------- 0
11PATRICIA BUIOCCHI SVP POST ACUTE SERVICES (UNTIL 7/25)	(i) (ii)	388,644 ------------- 0	143,500 ------------- 0	0 ------------- 0	20,700 ------------- 0	5,170 ------------- 0	558,014 ------------- 0	0 ------------- 0
12STEPHEN PIRES SVP, INSURANCE RISK MGMT (UNTIL 2/25	(i) (ii)	372,872 ------------- 0	0 ------------- 0	88,091 ------------- 0	20,700 ------------- 0	20,280 ------------- 0	501,943 ------------- 0	0 ------------- 0
13JADENE ELDEN VP REVENUE CYCLE	(i) (ii)	303,359 ------------- 0	49,400 ------------- 0	0 ------------- 0	20,700 ------------- 0	1,226 ------------- 0	374,685 ------------- 0	0 ------------- 0
14MATTHEW SHAW ED - CHIEF INFO SECURITY OFFICER	(i) (ii)	328,128 ------------- 0	9,888 ------------- 0	0 ------------- 0	21,271 ------------- 0	678 ------------- 0	359,965 ------------- 0	0 ------------- 0
15CHARLES E CUSSON JR VP ORG CAPTLY AND TALENT MANAGEMENT	(i) (ii)	281,160 ------------- 0	8,116 ------------- 0	1,000 ------------- 0	9,926 ------------- 0	20,510 ------------- 0	320,712 ------------- 0	0 ------------- 0
16TONYA JOHNSON SVP & COO (UNTIL 6/28/24)	(i) (ii)	214,280 ------------- 0	0 ------------- 0	12,042 ------------- 0	24,843 ------------- 0	12,503 ------------- 0	263,668 ------------- 0	0 ------------- 0
17MICHAEL BUSHELL TREASURER (AS OF 1/25), EVP FIN/CFO	(i) (ii)	174,309 ------------- 0	0 ------------- 0	0 ------------- 0	25,906 ------------- 0	4,149 ------------- 0	204,364 ------------- 0	0 ------------- 0
18ANIL SHUKLA MD TRUSTEE (AS OF 1/2025)	(i) (ii)	175,279 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	175,279 ------------- 0	0 ------------- 0
19JOHN MUNGOVAN MD TRUSTEE (UNTIL 12/2024)	(i) (ii)	151,995 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	151,995 ------------- 0	0 ------------- 0
20KEITH HOVAN FORMER PRESIDENT & CEO	(i) (ii)	0 ------------- 0	0 ------------- 0	115,000 ------------- 0	0 ------------- 0	0 ------------- 0	115,000 ------------- 0	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

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, LINES 4A-B	PART I, LINE 4A: A SEVERANCE PAYMENT OF $115,000 (NET OF WITHHOLDING) WAS MADE DURING THE REPORTING PERIOD TO KEITH HOVAN. PART I, LINE 4B: OFFICERS, DIRECTORS, AND KEY EMPLOYEES WHO ARE EMPLOYEES OF SHG PARTICIPATE IN SHG'S 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. CONTRIBUTION CREDITS UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART, II, COLUMN (C). ONLY UPON TERMINATIONS OF EMPLOYMENT DO FULLY VESTED PARTICIPANTS RECEIVE DISTRIBUTIONS FROM THE PLAN. CONTRIBUTIONS VEST THE EARLIER OF: JULY 1 OF THE 3RD CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE CONTRIBUTION CREDIT IS MADE; UPON REACHING AGE 62; DEATH; DISABILITY; OR INVOLUNTARY SEPARATION. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES THE VESTED PORTION OF CONTRIBUTIONS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO THE RISK OF FORFEITURE. RENEE CLARK - $133,121 STEPHEN CANESSA - $92,567 WADE BROUGHMAN - $158,103 JAQUELINE SOMERVILLE - $72,630 LAUREN DESIMON JOHNSON - $85,976 STEPHEN PIRES - $66,060 JAMES FEEN - $95,177
PART I, LINE 7	THE SOUTHCOAST HEALTH SYSTEM EXECUTIVE COMPENSATION PLAN (THE PLAN) ESTABLISHED 10/15/2008, AND UPDATED FROM TIME TO TIME, IS GOVERNED BY THE COMPENSATION COMMITTEE (THE COMMITTEE) OF THE BOARD OF TRUSTEES (BOARD) OF SOUTHCOAST HEALTH SYSTEM. THE PLAN OUTLINES GOALS, ADMINISTRATION, ELIGIBILITY, PARTICIPATION, PERFORMANCE MEASUREMENT, AND PLAN FUNDING. LUMP SUM CASH AWARDS ARE EARNED BY DESIGNATED EXECUTIVES AT SPECIFIC TARGET LEVELS BASED ON JOB LEVEL. BOTH AWARD AMOUNTS PAID AND ELIGIBILITY ARE DETERMINED SOLELY AT THE BOARD'S DISCRETION. THE PLAN REMAINS IN EFFECT AT THE DISCRETION AND JUDGEMENT OF THE COMMITTEE.
FORM 990, PART VII, SECTION A, LINE 5 AND SCHEDULE J:	THE FOLLOWING TRUSTEES ARE COMPENSATED BY AN UNRELATED ORGANIZATION FOR SERVICES RENDERED TO SHG. SOUTHERN NEW ENGLAND RADIOLOGY PAID COMPENSATION IN THE AMOUNTS NOTED BELOW RELATED TO SERVICES PROVIDED TO SHG. SALMAN BASHIR, MD - $5,400 JOHN MUNGOVAN, MD - $136,595 ASSOCIATED PHYSICIANS OF HARVARD PAID COMPENSATION IN THE AMOUNTS NOTED BELOW RELATED TO SERVICES PROVIDED TO SHG. ANIL SHUKLA, MD - $168,179
PART II, COLUMN F:	OFFICERS, DIRECTORS, AND KEY EMPLOYEES WHO ARE EMPLOYEES OF SOUTHCOAST PARTICIPATE IN SOUTHCOAST'S 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. PRIOR YEAR CONTRIBUTION CREDITS INCLUDED AS DEFERRED IN A PRIOR YEAR AND AS W-2 COMPENSATION IN THE CURRENT YEAR ARE INCLUDED IN SCHEDULE J, PART, II, COLUMN (F). ONLY UPON TERMINATIONS OF EMPLOYMENT DO FULLY VESTED PARTICIPANTS RECEIVE DISTRIBUTIONS FROM THE PLAN. CONTRIBUTIONS VEST THE EARLIER OF: JULY 1 OF THE 3RD CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE CONTRIBUTION CREDIT IS MADE; UPON REACHING AGE 62; DEATH; DISABILITY; OR INVOLUNTARY SEPARATION. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDES THE ORIGINAL CONTRIBUTION CREDITS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO THE RISK OF FORFEITURE. RENEE CLARK - $143,760 JAMES FEEN - $90,216 STEPHEN CANESSA - $85,200 LAUREN DESIMON JOHNSON - $79,350

Schedule J (Form 990) (Rev. 1-2025)

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
SOUTHCOAST HOSPITALS GROUP INC

Employer identification number
22-2592333

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	MASSACHUSETTS DEVELOPMENT FINANCE AGENCY	04-3431814	57584YH28	02-04-2021	104,489,523	SEE PART VI		X		X		X
B	MASSACHUSETTS DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	01-31-2012	46,965,000	TO REFUND BONDS ISSUED 2/4/1998		X		X		X
C	MASSACHUSETTS DEVELOPMENT FINANCE AGENCY	04-3431814	57583UTY4	02-14-2013	60,879,456	CONSTRUCT/RENOVATE CARE CENTERS		X		X		X
D	MASSACHUSETTS DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	11-01-2018	38,480,000	TO REFUND BONDS ISSUED 6/9/2008		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................			38,980,000		9,175,000		17,529,796
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	105,067,542		46,965,000		60,938,164		38,480,000
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	1,156,097		254,694		759,501
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............	60,955,219				60,178,663
11 Other spent proceeds .............	42,956,226		46,710,306				38,480,000
12 Other unspent proceeds .............
13 Year of substantial completion .............	2023				2014
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2020, a current refunding issue)? ........	X		X			X	X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2020, an advance refunding issue)? ........		X		X		X		X
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

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

Cat. No. 50193E

Schedule K (Form 990) (Rev. 1-2025)

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X	X			X	X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............	X		X		X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?	X		X		X		X
c Are there any research agreements that may result in private business use of bond-financed property? .............		X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0.050 %				0 %		0.040 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........	0 %		0 %		0 %		0 %
6 Total of lines 4 and 5 .............	0.050 %		0 %		0 %		0.040 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...	X			X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......				X		X		X
b Exception to rebate? ........			X			X	X
c No rebate due? .........				X	X			X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....		X		X		X	X

Schedule K (Form 990) (Rev. 1-2025)

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X		X		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

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

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

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

Schedule K (Form 990) (Rev. 1-2025)

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Schedule L
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

SOUTHCOAST HOSPITALS GROUP INC

Employer identification number

22-2592333

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No




Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

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

Cat. No. 50056A

Schedule L (Form 990) (Rev. 1-2025)

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) SUBSTANTIAL CONTRIBUTOR	SUBSTANTIAL CONTRIBUTOR	172,610	EMPLOYEE COMPENSATION		No
(2) SUBSTANTIAL CONTRIBUTOR	SUBSTANTIAL CONTRIBUTOR	886,879	SERVICES		No
(3) SUBSTANTIAL CONTRIBUTOR	SUBSTANTIAL CONTRIBUTOR	348,875	EMPLOYEE COMPENSATION		No
(4) SUBSTANTIAL CONTRIBUTOR	SUBSTANTIAL CONTRIBUTOR	479,313	SUPPLIES		No
(5) SUBSTANTIAL CONTRIBUTOR	SUBSTANTIAL CONTRIBUTOR	1,096,486	SERVICES		No
(6) SUBSTANTIAL CONTRIBUTOR	SUBSTANTIAL CONTRIBUTOR	2,682,041	SERVICES		No
(7) SUBSTANTIAL CONTRIBUTOR	SUBSTANTIAL CONTRIBUTOR	4,824,818	SERVICES		No
(8) SUBSTANTIAL CONTRIBUTOR	SUBSTANTIAL CONTRIBUTOR	5,437,858	SERVICES		No
(9) SUBSTANTIAL CONTRIBUTOR	SUBSTANTIAL CONTRIBUTOR	43,193,993	SERVICES		No
(10) SUBSTANTIAL CONTRIBUTOR	SUBSTANTIAL CONTRIBUTOR	4,235,786	SERVICES		No
(11) SUBSTANTIAL CONTRIBUTOR	SUBSTANTIAL CONTRIBUTOR	4,197,040	SERVICES		No
(12) SUBSTANTIAL CONTRIBUTOR	SUBSTANTIAL CONTRIBUTOR	424,262	SERVICES		No
(13) SUBSTANTIAL CONTRIBUTOR	SUBSTANTIAL CONTRIBUTOR	165,157	SERVICES		No
(14) SUBSTANTIAL CONTRIBUTOR	SUBSTANTIAL CONTRIBUTOR	103,712	SUPPLIES		No
(15) SUBSTANTIAL CONTRIBUTOR	SUBSTANTIAL CONTRIBUTOR	102,868	SUPPLIES		No
(16) AMY FEEN	FAMILY MEMBER OF JAMES FEEN, KEY EMPLOYEE	16,475	EMPLOYEE COMPENSATION		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

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

Attach to Form 990.
Right pointing arrow large image

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

OMB No. 1545-0047

2024

Open to Public Inspection

Name of the organization

SOUTHCOAST HOSPITALS GROUP INC

Employer identification number

22-2592333

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	1	5,095	OTHER
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( EVENT ITEMS )	X	12	3,907	COST OR SELLING PRIC
26 Other ( OTHER )	X	1	25	COST OR SELLING PRIC
27 Other ( )
28 Other ( )

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

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

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

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

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

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

32a

If "Yes," describe in Part II.

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

describe in Part II.

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

Cat. No. 51227J

Schedule M (Form 990) (2024)

Page 2

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

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

Schedule M (Form 990) (2024)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

SOUTHCOAST HOSPITALS GROUP INC

Employer identification number

22-2592333

Return Reference	Explanation
FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:	SOUTHCOAST HOSPITALS GROUP (SHG) OWNS AND OPERATES THREE COMMUNITY BASED ACUTE CARE HOSPITALS - CHARLTON MEMORIAL HOSPITAL IN FALL RIVER, ST LUKE'S HOSPITAL IN NEW BEDFORD AND TOBEY HOSPITAL IN WAREHAM, MA. SHG SERVES AS THE SAFETY NET PROVIDER TO A CULTURALLY DIVERSE AND ECONOMICALLY CHALLENGED REGION WITH GOVERNMENT SPONSORED PROGRAMS COVERING APPROXIMATELY 70% OF ITS PATIENTS. IN SOME COMMUNITIES, SHG IS THE SOLE PROVIDER OF HOSPITAL SERVICES AND IN ITS REGION THE SOLE PROVIDER OF ADVANCED CLINICAL SERVICES SUCH AS OPEN HEART SURGERY AND OTHER ADVANCED CARDIAC SERVICES, MATERNITY AND NEONATAL INTENSIVE CARE SERVICES. SOUTHCOAST PROVIDES ADVANCED EMERGENCY CARE 24 HOURS PER DAY, 7 DAYS A WEEK AT ALL THREE HOSPITALS.
FORM 990, PART VI, SECTION A, LINE 1A	THE EXECUTIVE COMMITTEE SHALL, EXCEPT AS PROHIBITED BY LAW OR LIMITED BY THE BOARD, HAVE ALL THE POWERS OF THE BOARD IN CONNECTION WITH THE MANAGEMENT AND OPERATION OF SHG BETWEEN MEETINGS OF THE BOARD RELATED TO URGENT MATTERS WHICH THE COMMITTEE DETERMINES CANNOT WAIT FOR THE NEXT REGULARLY SCHEDULED BOARD MEETING, INCLUDING DELEGATION OF AUTHORITY, EXCEPT IN REMOVING ANY MEMBER OF THE MEDICAL STAFF. ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE FULLY REPORTED TO THE BOARD AT ITS NEXT MEETING.
FORM 990, PART VI, SECTION A, LINE 2	CARMEN SYLVESTER; CHRISTOPHER HODGSON; DENNIS FUSCO; DONALD GIUMETTI; JUDGE PHILLIP RAPOZA; ELIZABETH HUIDEKOPER; HELENA DASILVA HUGHES; ILANA FEINERMAN, MD; JAY SCHACHNE, MD; JOHNATHAN ROUNDS; LOUIS CABRAL; W. HUGH M. MORTON; AND JASON RUA HAD BUSINESS RELATIONSHIPS WITH DAVID MCCREADY; JOHN MUNGOVAN, MD; RAYFORD KRUGER, MD; ANIL SHUKLA, MD; SALMAN BASHIR, MD; RENEE CLARK; AND WADE BROUGHMAN; MICHAEL BUSHELL; JAMES FEEN; WHO WERE EMPLOYED BY SOUTHCOAST HOSPITALS GROUP, INC. CARMEN SYLVESTER; CHRISTOPHER HODGSON; DAVID MCCREADY; DENNIS FUSCO; DONALD GIUMETTI; ELIZABETH HUIDEKOPER; LOUIS CABRAL; RAYFORD KRUGER, MD; JASON RUA; ANIL SHUKLA, MD; MICHAEL BUSHELL; WADE BROUGHMAN; AND SALMAN BASHIR, MD HAD A BUSINESS RELATIONSHIP WITH ILANA FEINERMAN, MD; AND PATRICK GAGNON, WHO WERE EMPLOYED BY SOUTHCOAST PHYSICIANS GROUP, INC. DAVID MCCREADY; JOHN MUNGOVAN, MD; RAYFORD KRUGER, MD; ANIL SHUKLA, MD; SALMAN BASHIR, MD; JAMES FEEN; RENEE CLARK; AND WADE BROUGHMAN ALSO HAD A BUSINESS RELATIONSHIP WITH EACH OTHER. ADDITIONALLY, ILANA FEINERMAN, MD HAD A BUSINESS RELATIONSHIP WITH PATRICK GAGNON.
FORM 990, PART VI, SECTION A, LINE 6	THE SOLE MEMBER OF SHG IS SOUTHCOAST HEALTH SYSTEM, INC (SHS), A CHARITABLE ORGANIZATION ACTING THROUGH ITS BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7A	TRUSTEES ARE ELECTED AND REMOVED AND SHALL OTHERWISE SERVE AS SET FORTH IN THE BYLAWS OF ITS SOLE CORPORATE MEMBER, SHS.
FORM 990, PART VI, SECTION A, LINE 7B	THE GOVERNANCE OF SHG IS VESTED IN THE BOARD OF TRUSTEES AND IT MAY EXERCISE ALL POWERS OF THE CORPORATION EXCEPT THOSE POWERS RESERVED TO SHS BY LAW, THE ARTICLES OF ORGANIZATION, OR SHG'S BYLAWS.
FORM 990, PART VI, SECTION B, LINE 11B	THE ORGANIZATION PREPARES THE FORM 990 WITH THE ASSISTANCE OF A PAID PREPARER. A DRAFT OF THE FORM 990 IS PRESENTED TO MANAGEMENT FOR REVIEW AND COMMENT. A DRAFT OF THE FORM 990 IS ALSO PROVIDED TO THE ORGANIZATION'S AUDIT COMMITTEE FOR REVIEW. A FINAL COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. AN OFFICER OF THE ORGANIZATION AND ITS PAID PREPARER, RESPECTIVELY, SIGN THE FINAL FORM 990.
FORM 990, PART VI, SECTION B, LINE 12C	SHS HAS CONFLICT OF INTEREST, LEGAL COMPLIANCE AND CODE OF CONDUCT POLICIES THAT APPLY TO ALL TRUSTEES, OFFICERS, DIRECTORS AND EMPLOYEES (REFERRED TO AS "MEMBERS"). SHS IS THE PARENT ORGANIZATION, AND THESE POLICIES APPLY TO SHG. ON AN ANNUAL BASIS, EACH MEMBER WILL COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE WHICH AFFIRMS THAT EACH PERSON HAS: (1) RECEIVED A COPY OF THE POLICY, (2) READ AND UNDERSTOOD THE POLICY, (3) AGREED TO COMPLY WITH THE POLICY, AND (4) UNDERSTOOD THAT THE SYSTEM ENTITIES ARE CHARITABLE ORGANIZATIONS AND THAT TO MAINTAIN THEIR FEDERAL TAX EXEMPTION, SUCH ENTITIES MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE SYSTEM OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES, DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL TAXATION, AND IN CONNECTION WITH ITS COMPLIANCE PROGRAM, SYSTEM'S MANAGEMENT SHALL CONDUCT PERIODIC REVIEWS OF THE CONFLICT OF INTEREST POLICY AND THE OPERATION AND APPLICATION OF IT. MEMBERS SHALL DISCLOSE ANY INTERESTS OR ACTIVITIES IN WHICH THEY ARE INVOLVED OR BECOME INVOLVED THAT DO RESULT, OR MAY APPEAR TO RESULT IN A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST AND SHALL COMPLY WITH, AND MAKE ALL REQUIRED DISCLOSURES UNDER THE CONFLICT OF INTEREST POLICY PRIOR TO COMMENCING, CONTINUING, OR CONSUMMATING ANY ACTIVITY OR TRANSACTION WHICH RAISES A CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST. EACH MEMBER IS UNDER AN ONGOING DUTY TO UPDATE AND KEEP CURRENT THE INFORMATION CONTAINED IN THEIR QUESTIONNAIRE. AT LEAST ANNUALLY, OR AS NECESSARY BASED ON DISLCOSURES, THE GENERAL COUNSEL WILL SUMMARIZE AND REPORT ALL DISCLOSURES TO THE PRESIDENT AND CEO AND THE CHAIRMAN OF THE BOARD OF TRUSTEES (OR HIS/HER DESIGNEE). UPON DISCLOSURE OF FINANCIAL OR NON-FINANCIAL INTERESTS ("INTERESTS") AND ALL MATERIAL FACTS RELATED THERETO BY MEMBER OR AN INTERESTED PERSON, THE CHAIR OF THE SYSTEM'S GOVERNANCE COMMITTEE SHALL DETERMINE IN CONJUNCTION WITH THE GENERAL COUNSEL WHETHER A CONFLICT OF INTEREST EXISTS. THE GOVERNANCE COMMITTEE CAN CONTINUE TO DISCUSS THE ISSUE WITH THE MEMBER OR INTERESTED PERSON TO CLARIFY OR OBTAIN ADDITIONAL INFORMATION. HOWEVER, BEFORE THE GOVERNANCE COMMITTEE DISCUSSES OR DETERMINES WHETHER THE MEMBER OR OTHER INTERESTED PERSON'S INTERESTS CONSTITUTE A CONFLICT OF INTEREST, THE MEMBER OR INTERESTED PERSON MUST LEAVE THE MEETING. IN THE EVENT THE INTEREST INVOLVES THE CHAIR OR CEO, THE REMAINING GOVERNANCE COMMITTEE MEMBERS SHALL APPOINT ONE OR MORE DISINTERESTED TRUSTEES TO MAKE SUCH A DETERMINATION. ONCE THE DETERMINATION OF THE CONFLICT OF INTEREST IS MADE BY THE GOVERNANCE COMMITTEE, SUCH DETERMINATION, ALONG WITH APPROPRIATE MITIGATION PLANS, WILL BE SUBMITTED BY THE GOVERNANCE COMMITTEE FOR REVIEW AND APPROVAL. IF ANY BOARD OR BOARD COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE AN ACTUAL CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST, IT SHALL INFORM SUCH PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD SUCH A MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE IT. IF, AFTER HEARING THE RESPONSE OF SUCH PERSON AND MAKING FURTHER INQUIRY OR INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR BOARD COMMITTEE DETERMINES THAT SUCH PERSON HAS IN FACT FAILED TO DISCLOSE AN ACTUAL CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST, THE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION SHALL BE TAKEN.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION FOR ALL VICE PRESIDENTS AND THE SENIOR LEADERSHIP TEAM (SLT) IS ESTABLISHED USING THE FOLLOWING PROCEDURES:(1) REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE OF SHS WITHOUT THE INVOLVEMENT OF PERSONS WITH CONFLICT OF INTEREST IN RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE; (2) USE OF DATA TO COMPARE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED HEALTH SYSTEMS. THE COMPENSATION COMMITTEE ENGAGED THE SERVICES OF AN INDEPENDENT HUMAN RESOURCE CONSULTING FIRM ("CONSULTANT") TO PROVIDE UPDATED COMPENSATION DATA AND ASSESS THE REASONABLENESS OF THE TOTAL COMPENSATION PROVIDED TO SHG EXECUTIVES. THIS INCLUDED RELATIVE COMPETITIVE MARKET PRACTICE INFORMATION FOR THE NORTHEAST REGION MARKET OBTAINED FROM TWO HEALTHCARE EXECUTIVE COMPENSATION SURVEYS THAT WERE PREPARED BY INDEPENDENT FIRMS. THE CONSULTANT ALSO COMPILED NATIONAL MARKET DATA FROM THREE COMMERCIALLY AVAILABLE HEALTHCARE EXECUTIVE COMPENSATION SURVEYS PREPARED BY INDEPENDENT FIRMS: AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. FOR 2024 COMPENSATION, THIS PROCESS TOOK PLACE IN NOVEMBER 2023.
FORM 990, PART VI, SECTION C, LINE 19	SHG MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VII, SECTION A, LINE 1:	TRUSTEES AND OFFICERS ARE COMPENSATED FOR THEIR ROLES OUTSIDE OF THEIR CAPACITY AS TRUSTEES AND OFFICERS.
FORM 990, PART XI, LINE 9:	TRANSFERS AMONG AFFILIATES -73,488,948. CHANGE IN VALUE OF PERPETUAL TRUSTS 5,098,665. OTHER CHANGES IN NET ASSETS 16,842.
FORM 990, PART XII, LINE 2A & 2B:	FINANCIAL RESULTS FOR SHG ARE INCLUDED IN THE SOUTHCOAST HEALTH SYSTEM, INC. AND AFFILIATES CONSOLIDATED FINANCIAL STATEMENTS AS OF AND FOR THE YEARS ENDED SEPTEMBER 30, 2024 AND 2025, WHICH WERE ISSUED WITH AN INDEPENDENT AUDITOR'S REPORT WITH AN UNQUALIFIED AUDIT OPINION. INCLUDED IN THESE AUDITED FINANCIAL STATEMENTS IS SUPPLEMENTAL CONSOLIDATED INFORMATION FOR THE YEAR ENDED SEPTEMBER 30, 2025. NO STAND ALONE AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR SHG FOR THE YEAR ENDED SEPTEMBER 30, 2025.

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

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

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

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

SOUTHCOAST HOSPITALS GROUP INC

Employer identification number

22-2592333

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" 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 HEALTH SURGICAL HOLDINGS LLC 101 PAGE STREET NEW BEDFORD,MA02740 88-1860825	HOLDING CO.	MA	-461,539	2,300,000	SOUTHCOAST HOSPITALS GROUP 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 HEALTH SYSTEM INC 101 PAGE STREET NEW BEDFORD,MA02740 04-2794625	SUPPORT SHG, SPG, & SVNA	MA	501(C)(3)	12C, III-FI	N/A		No
(2)SOUTHCOAST VISITING NURSE ASSOCIATION INC 200 MILL RD SUITE 120 FAIRHAVEN,MA02719 04-2105745	HOME CARE SERVICES	MA	501(C)(3)	10	SOUTHCOAST HEALTH SYSTEM INC	Yes
(3)SOUTHCOAST PHYSICIANS GROUP INC 200 MILL RD SUITE 180 FAIRHAVEN,MA02719 22-2703314	PHYSICIAN SERVICES	MA	501(C)(3)	10	SOUTHCOAST HEALTH SYSTEM INC	Yes
(4)SOUTHCOAST VENTURES INC 101 PAGE STREET NEW BEDFORD,MA02740 04-3003172	PHYSICIAN SERVICES/ HEALTHCARE	MA	501(C)(3)	12A, I	SOUTHCOAST HEALTH SYSTEM INC	Yes
(5)SOUTHCOAST LONG TERM CARE SERVICES INC 363 HIGHLAND AVE FALL RIVER,MA02720 04-3109579	OPERATE A LONG-TERM CARE FACILITY	MA	501(C)(3)	10	SOUTHCOAST HEALTH SYSTEM INC	Yes
(6)SOUTHCOAST LONG TERM CARE PROPERTIES INC 101 PAGE STREET NEW BEDFORD,MA02740 04-2984542	SUPPORT SLTCS	MA	501(C)(3)	12A, II	SOUTHCOAST HEALTH SYSTEM INC	Yes
(7)SOUTHCOAST HEALTH AMBASSADORS INC 363 HIGHLAND AVE FALL RIVER,MA02720 04-3583676	SUPPORT SHG	MA	501(C)(3)	12A, I	SOUTHCOAST HOSPITALS GROUP INC	Yes

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

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

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 CORP LTD PO BOX 1085 GRAND CAYMAN,GRAND CAYMANCJKY1-1102 CJ 98-0445031	INSURANCE	CJ	N/A	C				Yes
(2) HEALTH MANAGEMENT INITIATIVES INC 363 HIGHLAND AVE FALL RIVER,MA02720 04-2998712	COMM RENTALS	MA	N/A	C				Yes
(3) SAME DAY SURGICARE OF NE INC 272 STANLEY STREET FALL RIVER,MA02720 04-2808359	MEDICAL SERVICES	MA	SOUTHCOAST HEALTH SURGICAL HOLDINGS LLC	S	-461,539	565,850	62.570 %	Yes

Schedule R (Form 990) (Rev. 1-2025)

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

Yes

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

Yes

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

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

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

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

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

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

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

Yes

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

Yes

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

Yes

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

Yes

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

Yes

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	J	1,649,397	CASH
(2) SOUTHCOAST PHYSICIANS GROUP INC	O	1,513,357	CASH
(3) SOUTHCOAST PHYSICIANS GROUP INC	P	76,505,119	CASH
(4) SOUTHCOAST PHYSICIANS GROUP INC	Q	4,440,313	CASH
(5) SOUTHCOAST VISITING NURSE ASSOCIATION INC	O	303,681	CASH
(6) SOUTHCOAST VISITING NURSE ASSOCIATION INC	Q	1,580,255	CASH
(7) SOUTHCOAST VISITING NURSE ASSOCIATION INC	P	249,282	CASH
(8) COASTLINE PROFESSIONAL ASSURANCE CORP LTD	P	4,954,560	CASH
(9) COASTLINE PROFESSIONAL ASSURANCE CORP LTD	C	181,497	CASH
(10) SOUTHCOAST HEALTH AMBASSADORS INC	O	120,000	CASH
(11) SOUTHCOAST HEALTH AMBASSADORS INC	Q	60,000	CASH
(12) HEALTH MANAGEMENT INITIATIVES INC	K	268,481	CASH
(13) SOUTHCOAST VENTURES INC	K	123,558	CASH
(14) SAME DAY SURGICARE OF NE INC	J	203,383	CASH
(15) SAME DAY SURGICARE OF NE INC	O	139,818	CASH
(16) HEALTH MANAGEMENT INITIATIVES INC	O	142,838	CASH

Schedule R (Form 990) (Rev. 1-2025)

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)	(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

Schedule R (Form 990) (Rev. 1-2025)

Page 5

Part VII

Supplemental Information

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

Return Reference	Explanation

Schedule R (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O TO PROMOTE THE OPTIMAL HEALTH AND WELLBEING OF THE INDIVIDUALS AND FAMILIES IN THE COMMUNITIES SERVED BY SOUTHCOAST HOSPITALS GROUP (SHG).
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 2024 (Part V, line 2a) ......	5	6,806
6	Total number of volunteers (estimate if necessary) .............	6	152
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	242,362
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	382,774

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	35,721,496	13,379,504
9	Program service revenue (Part VIII, line 2g) .........	1,149,084,086	1,343,683,507
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	15,109,721	20,007,200
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	3,869,843	4,457,997
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,203,785,146	1,381,528,208
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	549,176	639,124
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)	518,646,789	577,664,687
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 1,797,811
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	590,390,273	707,032,839
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,109,586,238	1,285,336,650
19	Revenue less expenses. Subtract line 18 from line 12.......	94,198,908	96,191,558
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,158,657,361	1,240,071,776
21	Total liabilities (Part X, line 26).............	457,094,232	480,938,770
22	Net assets or fund balances. Subtract line 21 from line 20.....	701,563,129	759,133,006

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,076,513,277 including grants of $ 639,124 ) (Revenue $ 1,339,257,015 )
	SOUTHCOAST PROVIDES INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO IMPROVE THE HEALTH AND WELLNESS OF INDIVIDUALS ACROSS ITS COMMUNITIES. DURING FISCAL YEAR 2025, SOUTHCOAST RECORDED 198,064 INPATIENT DAYS; PERFORMED 18,228 SURGERIES AND 14,241 ENDOSCOPIES; PROVIDED 3,781,114 LABORATORY TESTS; AND COMPLETED 513,576 RADIOLOGICAL PROCEDURES AND 245,804 PHYSICAL MEDICINE VISITS. SOUTHCOAST ALSO PERFORMED 789 PCI CORONARY INTERVENTIONS, 2,352 DIAGNOSTIC CATHETERIZATIONS, 375 OPEN-HEART SURGERIES, 2,149 ELECTROPHYSIOLOGY CASES, AND 833 CORONARY DEVICE IMPLANTS, WHILE CARING FOR 2,912 NEWBORN ADMISSIONS. IN ADDITION, SOUTHCOAST DELIVERED 43,527 RADIATION AND MEDICAL CHEMOTHERAPY TREATMENTS AND PROVIDED 24/7 EMERGENCY CARE TO 169,070 PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY.

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












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












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses1,076,513,277

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	11,318,682	678,729	1,235,948

1a	Federated campaigns..		1a	5,000
b	Membership dues..		1b
c	Fundraising events..		1c	184,065
d	Related organizations		1d	181,497
e	Government grants (contributions)		1e	11,121,479

f	All other contributions, gifts, grants, and similar amounts not included above		1f	1,887,463

g	Noncash contributions included in lines 1a - 1f:$		1g	9,027

h Total. Add lines 1a-1f.......		13,379,504

		Business Code
2a	PATIENT SVC REVENUE	621500	1,148,901,437	1,149,352,006	-450,569
b	HEALTHCARE SVC REVENUE	446110	190,109,230	189,905,009	204,221
c	PARTNERSHIP INCOME	525990	2,820,060		488,710	2,331,350
d	AFFILIATE RENTAL INCOM	531390	1,852,780			1,852,780
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		1,343,683,507

3 Investment income (including dividends, interest, and othersimilar amounts) ......			10,571,746			10,571,746
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	406,906
b	Less: rental expenses	6b	105,464
c	Rental income or (loss)	6c	301,442
d	Net rental income or (loss).......			301,442			301,442
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	57,044,817	21,501
b	Less: cost or other basis and sales expenses	7b	47,630,619	245
c	Gain or (loss)	7c	9,414,198	21,256
d	Net gain or (loss).........			9,435,454			9,435,454
8a	Gross income from fundraising events (not including $ 184,065of contributions reported on line 1c). See Part IV, line 18 ....
			8a	82,950
b	Less: direct expenses ...		8b	107,914
c	Net income or (loss) from fundraising events..			-24,964			-24,964
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a	648,214
b	Less: cost of goods sold ..		10b	323,567
c	Net income or (loss) from sales of inventory..			324,647			324,647

Business Code
11a	CAFETERIA INCOME		722210	3,856,872			3,856,872
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			3,856,872
12	Total revenue. See instructions.....			1,381,528,208	1,339,257,015	242,362	28,649,327

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	582,885	582,885
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	56,239	56,239
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	8,859,482	7,073,687	1,760,505	25,290
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	608,613	487,990	118,878	1,745
7	Other salaries and wages........	451,844,101	362,294,528	88,257,745	1,291,828
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	18,197,773	15,983,732	2,214,041
9	Other employee benefits .......	65,150,444	57,001,379	8,149,065
10	Payroll taxes ...........	33,004,274	28,865,112	4,139,162
11	Fees for services (non-employees):
a	Management ......	4,753,557	3,124,295	1,629,262
b	Legal .........	4,820,049	278,266	4,541,783
c	Accounting ...........	460,000		460,000
d	Lobbying ...........	199,691		199,691
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	414,012		414,012
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	120,607,657	109,858,929	10,557,517	191,211
12	Advertising and promotion ....	7,456,383	16,935	7,435,145	4,303
13	Office expenses .......	8,441,208	4,748,706	3,665,892	26,610
14	Information technology ......	25,163,584	3,469,435	21,676,815	17,334
15	Royalties ..
16	Occupancy ...........	21,320,335	14,013,910	7,306,425
17	Travel ............	2,109,809	1,879,709	217,642	12,458
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	186,954	63,730	114,162	9,062
20	Interest ...........	6,627,643	6,627,643
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	53,441,744	37,870,768	15,555,025	15,951
23	Insurance ...	5,221,528		5,221,528
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	PHARMACEUTICALS	155,304,372	155,304,372
b	MEDICAL SUPPLIES/LINENS	145,657,107	144,791,921	850,623	14,563
c	HLTH SAFETY NET ASSESSM	102,632,832	102,632,832
d	TAXES	231,241	207	231,034
e	All other expenses	41,983,133	19,486,067	22,309,610	187,456
25	Total functional expenses. Add lines 1 through 24e	1,285,336,650	1,076,513,277	207,025,562	1,797,811
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 ........				1
2	Savings and temporary cash investments .........			65,926,948	2	59,723,511
3	Pledges and grants receivable, net ......			1,365,172	3	1,051,750
4	Accounts receivable, net .............			116,605,571	4	148,688,832
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 .......
					5
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) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			19,626,287	8	21,445,449
9	Prepaid expenses and deferred charges ......			14,923,994	9	16,477,049
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,043,272,269
b	Less: accumulated depreciation	10b	727,312,348	315,900,469	10c	315,959,921
11	Investments—publicly traded securities .			432,252,805	11	468,026,366
12	Investments—other securities. See Part IV, line 11 .....			86,013,057	12	85,185,324
13	Investments—program-related. See Part IV, line 11 ..			218,704	13
14	Intangible assets ...............			1,981,296	14	2,200,000
15	Other assets. See Part IV, line 11 ...........			103,843,058	15	121,313,574
16	Total assets. Add lines 1 through 15 (must equal line 33)...			1,158,657,361	16	1,240,071,776

17	Accounts payable and accrued expenses .....	176,754,650	17	203,143,076
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........	189,907,982	20	179,524,043
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
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 .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..	36,155,334	23	33,907,334
24	Unsecured notes and loans payable to unrelated third parties ..		24
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	54,276,266	25	64,364,317
26	Total liabilities. Add lines 17 through 25..	457,094,232	26	480,938,770

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	604,545,553	27	655,336,034
28	Net assets with donor restrictions ...........	97,017,576	28	103,796,972
	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 ...........	701,563,129	32	759,133,006
33	Total liabilities and net assets/fund balances ........	1,158,657,361	33	1,240,071,776