Form 990 for tax year 2023
Filed by COASTAL MEDICAL ASSOCIATES INC.
Totals
- Total revenue
- $2,511,955
- Total expenses
- $2,505,559
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $3,263,449
- Investment income
- $0
- Other revenue
- -$751,494
- Total assets, end of year
- $853,640
- Total liabilities, end of year
- $531,594
- Net assets or fund balances, end of year
- $322,046
- Program services expenses (Part IX)
- $1,567,052
- Management and general expenses
- $938,507
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,567,052
Program services were 62.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: NET PATIENT SVCS. REV.
total $2,938,142 · related or exempt $2,938,142
-
2b · Program service revenue: CLINICIAN REIMBURSEMEN
total $325,307 · related or exempt $325,307
-
11a · Other revenue: LEASED SERVICES
total $9,016 · related or exempt $9,016
-
11b · Other revenue: PHYSICIAN PERF. INCOME
total $2,652 · related or exempt $2,652
-
11d · All other revenue
total -$763,162 · related or exempt -$763,162
-
11e · Other revenue, total
-$751,494
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $971,107 · program services $967,597 · management and general $3,510
-
9 · Other employee benefits
total $300,958 · program services $300,185 · management and general $773
-
11g · Fees: other
total $246,922 · program services $246,922
-
13 · Office expenses
total $82,512 · program services $1,166 · management and general $81,346
-
14 · Information technology
total $375,342 · management and general $375,342
-
22 · Depreciation, depletion and amortization
total $1,128 · program services $1,128
-
23 · Insurance
total $34,636 · program services $34,636
-
24a · Other expenses: ALLOCATED MGMT EXPENSES
total $426,603 · management and general $426,603
-
24b · Other expenses: DUES
total $50,057 · management and general $50,057
-
24c · Other expenses: MEDICAL SUPPLIES
total $7,011 · program services $7,011
-
24d · Other expenses: PATIENT RELATED ITEMS
total $4,290 · program services $4,290
-
24e · All other expenses
total $4,993 · program services $4,117 · management and general $876
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,509,261 · end of year $95,534
-
4 · Accounts receivable
beginning of year $244,803 · end of year $56,649
-
9 · Prepaid expenses and deferred charges
beginning of year $178,325 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$763,205
-
10b · Land, buildings and equipment: accumulated depreciation
$763,205
-
10c · Land, buildings and equipment, net
beginning of year $9,051 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $53,254 · end of year $0
-
14 · Intangible assets
beginning of year $383,713 · end of year $239,646
-
15 · Other assets
beginning of year $428,706 · end of year $461,811
-
17 · Accounts payable and accrued expenses
beginning of year $971,267 · end of year $291,947
-
25 · Other liabilities
beginning of year $2,513,800 · end of year $239,647
-
27 · Net assets without donor restrictions
beginning of year $322,046 · end of year $322,046
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2023
Mission
NONE
Activities or mission (Part I)
COASTAL MEDICAL ASSOCIATES D/B/A SOUTH SHORE PHYSICIAN AMBULATORY ENTERPRISE (SSPAE) ORGANIZES, COORDINATES AND INTEGRATES PHYSICIANS, ADVANCED PRACTICE CLINICIANS AND OTHER AMBULATORY CARE PROVIDERS INTO A BROADER SYSTEM OF HEALTH CARE FOR THE BENEFIT OF THE COMMUNITIES SERVED BY SOUTH SHORE HOSPITAL AND ITS AFFILIATES. IN ADDITION, COASTAL MEDICAL ASSOCIATES PROVIDES SPECIALTY CARE PHYSICIANS TO SOUTH SHORE HOSPITAL, SOUTH SHORE MEDICAL CENTER, AND SOUTH SHORE HEALTH EXPRESS, RELATED ORGANIZATIONS.
-
MEDICAL SPECIALTIES PROGRAMS: PROVIDES SPECIALIZED AMBULATORY MEDICAL CARE, SPECIALTY CARE PHYSICIANS, COORDINATES AND INTEGRATES PHYSICIANS, ADVANCED PRACTICE CLINICIANS, AND RELATED HEALTH CARE SERVICES IN THE BENEFIT AND FURTHERANCE OF THE CHARITABLE PURPOSES OF SOUTH SHORE HOSPITAL, AND ENGAGES IN RESEARCH AND EDUCATION RELATED TO THE ABOVE.
Expenses $1,567,052 · Revenue $2,505,559
As filed on the 2023 return.
Listed in Part VII
-
ALLEN SMITH MD
PRESIDENT & CEO
- Total calculated
- $1,446,616
- From this org
- $0
- From related orgs
- $1,263,309
- Other
- $183,307
- Hours/week
- 1 + 43.5 related
Schedule J breakdown matched by us
- Base
- $0 + $1,082,002 related
- Bonus
- $0 + $175,763 related
- Other
- $0 + $5,544 related
- Deferred
- $0 + $159,900 related
- Nontaxable benefits
- $0 + $23,407 related
- Filer's total
- $0 + $1,446,616 related
-
KIMBERLY DEVER MD
DIRECTOR, CHIEF OB/GYN
- Total calculated
- $831,786
- From this org
- $0
- From related orgs
- $790,024
- Other
- $41,762
- Hours/week
- 1 + 42.5 related
Schedule J breakdown matched by us
- Base
- $0 + $671,901 related
- Bonus
- $0 + $90,317 related
- Other
- $0 + $27,806 related
- Deferred
- $0 + $9,900 related
- Nontaxable benefits
- $0 + $31,862 related
- Filer's total
- $0 + $831,786 related
-
AMANDA MARCHICA DO
DIRECTOR AS OF 10/1/2023
- Total calculated
- $316,862
- From this org
- $0
- From related orgs
- $285,142
- Other
- $31,720
- Hours/week
- 1 + 42.5 related
Schedule J breakdown matched by us
- Base
- $0 + $172,732 related
- Bonus
- $0 + $112,121 related
- Other
- $0 + $289 related
- Deferred
- $0 + $7,641 related
- Nontaxable benefits
- $0 + $24,079 related
- Filer's total
- $0 + $316,862 related
-
BRADFORD SAMPSON
DIRECTOR
- Total calculated
- $80,000
- From this org
- $0
- From related orgs
- $80,000
- Other
- $0
- Hours/week
- 1 + 3.5 related
-
PAMELA O'LEARY
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 3.5 related
-
THOMAS MCCARTHY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 3.5 related
-
ALAN MCKIM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3.5 related
-
CHRISTOPHER ODDLEIFSON
DIRECTOR THRU 12/31/2023
- Total calculated
- $0
- Hours/week
- 1 + 3.5 related
-
ELLEN ESSENFELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3.5 related
-
GRACE LEE
DIRECTOR AS OF 10/1/2023
- Total calculated
- $0
- Hours/week
- 1 + 3.5 related
-
HELEN GARVEY
DIRECTOR THRU 12/31/2023
- Total calculated
- $0
- Hours/week
- 1 + 3.5 related
-
KENNETH QUIGLEY JR
DIRECTOR AS OF 10/1/2023
- Total calculated
- $0
- Hours/week
- 1 + 3.5 related
-
MICHAEL SHEEHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3.5 related
-
PAMELA WHELTON
DIRECTOR THRU 12/31/2023
- Total calculated
- $0
- Hours/week
- 1 + 3.5 related
-
PAUL WANTANABE PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3.5 related
-
PAULA L BECKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3.5 related
-
JOSEPH R DRISCOLL ESQ
SECRETARY
- Total calculated
- $607,535
- From this org
- $0
- From related orgs
- $571,479
- Other
- $36,056
- Hours/week
- 1 + 43.5 related
Schedule J breakdown matched by us
- Base
- $0 + $514,628 related
- Bonus
- $0 + $34,015 related
- Other
- $0 + $22,836 related
- Deferred
- $0 + $9,900 related
- Nontaxable benefits
- $0 + $26,156 related
- Filer's total
- $0 + $607,535 related
-
STEPHEN JENNEY
CFO & TREAS. AS OF 10/1/23
- Total calculated
- $313,821
- From this org
- $0
- From related orgs
- $293,418
- Other
- $20,403
- Hours/week
- 1 + 43.5 related
Schedule J breakdown matched by us
- Base
- $0 + $233,482 related
- Bonus
- $0 + $56,875 related
- Other
- $0 + $3,061 related
- Deferred
- $0 + $5,960 related
- Nontaxable benefits
- $0 + $14,443 related
- Filer's total
- $0 + $313,821 related
-
KATIE WAKELEY MD
PHYSICIAN
- Total calculated
- $645,064
- From this org
- $616,487
- From related orgs
- $0
- Other
- $28,577
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $601,884
- Bonus
- $390
- Other
- $14,213
- Deferred
- $9,900
- Nontaxable benefits
- $18,677
- Filer's total
- $645,064
-
KATELYN DORNEY MD
PHYSICIAN
- Total calculated
- $502,319
- From this org
- $455,731
- From related orgs
- $0
- Other
- $46,588
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $445,906
- Bonus
- $565
- Other
- $9,260
- Deferred
- $9,900
- Nontaxable benefits
- $36,688
- Filer's total
- $502,319
-
THOMAS BAER MD
PHYSICIAN
- Total calculated
- $388,517
- From this org
- $363,117
- From related orgs
- $0
- Other
- $25,400
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $359,537
- Bonus
- $390
- Other
- $3,190
- Deferred
- $9,900
- Nontaxable benefits
- $15,500
- Filer's total
- $388,517
-
THOMAS LYONS MD
PHYSICIAN
- Total calculated
- $386,171
- From this org
- $356,612
- From related orgs
- $0
- Other
- $29,559
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $313,115
- Bonus
- $31,065
- Other
- $12,432
- Deferred
- $9,900
- Nontaxable benefits
- $19,659
- Filer's total
- $386,171
-
TYLER SILVERMAN MD
PHYSICIAN
- Total calculated
- $376,465
- From this org
- $360,105
- From related orgs
- $0
- Other
- $16,360
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $354,485
- Bonus
- $540
- Other
- $5,080
- Deferred
- $9,900
- Nontaxable benefits
- $6,460
- Filer's total
- $376,465
-
JUSTIN CAMPBELL
DIRECTOR THRU 9/30/2023
- Total calculated
- $91,600
- From this org
- $0
- From related orgs
- $91,600
- Other
- $0
- Hours/week
- 0 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $91,600 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $91,600 related
-
MICHAEL AYERS MD
DIRECTOR THRU 9/30/2023
- Total calculated
- $29,133
- From this org
- $0
- From related orgs
- $29,133
- Other
- $0
- Hours/week
- 1 + 4.5 related
Schedule J breakdown matched by us
- Base
- $0 + $29,133 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $29,133 related
-
KRISTINE HANSCOM CPA MST CGMA
FORMER TREAS. & CFO (THRU 5/31/23)
- Total calculated
- $926,096
- From this org
- $0
- From related orgs
- $907,550
- Other
- $18,546
- Hours/week
- 1 + 43.5 related
Schedule J breakdown matched by us
- Base
- $0 + $275,823 related
- Bonus
- $0
- Other
- $0 + $631,727 related
- Deferred
- $0 + $9,900 related
- Nontaxable benefits
- $0 + $8,646 related
- Filer's total
- $0 + $926,096 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4a · Severance or change-of-control payment
- 7 · Other non-fixed payments
Answered no
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE VICE PRESIDENT OF AMBULATORY CARE, WHO OVERSEES COASTAL MEDICAL ASSOCIATES AND ITS SUBSIDIARIES, RECEIVES COMPENSATION FOR SERVICES PERFORMED FOR A RELATED ORGANIZATION. THE COMPENSATION COMMITTEE OF SOUTH SHORE HEALTH SYSTEM, A RELATED ORGANIZATION, DETERMINES THE PRESIDENT'S COMPENSATION. THE COMPENSATION COMMITTEE MEETS PERIODICALLY AND ENGAGES AN INDEPENDENT EXTERNAL COMPENSATION CONSULTING FIRM TO ESTABLISH THE COMPENSATION OF KEY SYSTEM EMPLOYEES. THE CONSULTING FIRM DEVELOPS AND PRESENTS ALL MATERIALS INCLUDING MARKET TRENDS, COMPENSATION STUDIES AND SURVEYS, AND ADHERES TO BEST PRACTICE GUIDELINES. THE FINAL RECOMMENDATION FOR COMPENSATION CHANGES IS PRESENTED AND APPROVED BY THE ENTIRE INDEPENDENT COMMUNITY OF THE BOARD OF DIRECTORS.
- PART I, LINE 4A
- KRISTINE HANSCOM, THE FORMER CFO & TREASURER RECEIVED SEPARATION COMPENSATION IN THE AMOUNT OF $586,000 FROM SOUTH SHORE HOSPITAL, A RELATED ORGANIZATION.
- PART I, LINE 7
- THE NON-FIXED PAYMENTS PROVIDED CONSIST OF STIPENDS.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · HOSPITAL · MA · controlled entity
Directly controlled by SOUTH SHORE HEALTH SYSTEM INC
-
501(C)(3) · DEVELOPS AND MANAGES REAL PROPERTY FOR SOUTH SHORE HOSPITAL AND AFFILIATES · MA · controlled entity
Directly controlled by SOUTH SHORE HEALTH SYSTEM INC
-
METROSOUTH OBSTETRICS & GYNECOLOGY INC
501(C)(3) · PROVIDES SPECIALIZED MEDICAL CARE · MA · controlled entity
Directly controlled by SOUTH SHORE HOSPITAL INC
-
501(C)(3) · PROVIDES SPECIALIZED MEDICAL CARE · MA · controlled entity
Directly controlled by SOUTH SHORE HOSPITAL INC
-
SOUTH SHORE HEALTH EXPRESS INC
501(C)(3) · OPERATES MEDICAL URGENT CARE CENTERS · MA · controlled entity
Directly controlled by COASTAL MEDICAL ASSOCIATES INC
-
CONNECTED CARE OF SOUTHEASTERN MASSACHUSETTS INC
501(C)(3) · OPERATE AN ACCOUNTABLE CARE ORGANIZATION · MA · controlled entity
Directly controlled by SOUTH SHORE HEALTH SYSTEM INC
-
SOUTH SHORE MEDICAL CENTER INC
501(C)(3) · SPECIALIZED AND PRIMARY MEDICAL CARE · MA · controlled entity
Directly controlled by COASTAL MEDICAL ASSOCIATES INC
-
501(C)(3) · SUPPORTS THE CHARITABLE MISSION OF SOUTH SHORE HOSPITAL AND ITS AFFILIATES · MA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
SOUTH SHORE HEALTH INTEGRATED DELIVERY NETWORK INC
C · TO DEVELOP & MAINTAIN A NETWORK OF PROVIDERS FOR DELIVERY OF HEALTHCARE SERV · MA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202542279349300324
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