Form 990 for tax year 2024
Filed by SOUTHCOAST HOSPITALS GROUP INC.
Totals
- Total revenue
- $1,381,528,208
- Total expenses
- $1,285,336,650
- Contributions and grants received
- $13,379,504
- Grants paid
- $639,124
- Program service revenue
- $1,343,683,507
- Investment income
- $20,007,200
- Other revenue
- $4,457,997
- Total assets, end of year
- $1,240,071,776
- Total liabilities, end of year
- $480,938,770
- Net assets or fund balances, end of year
- $759,133,006
- Program services expenses (Part IX)
- $1,076,513,277
- Management and general expenses
- $207,025,562
- Fundraising expenses
- $1,797,811
- Program service expenses (Part III)
- $1,076,513,277
Program services were 83.8% 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.
-
1a · Federated campaigns
$5,000
-
1c · Fundraising events
$184,065
-
1d · Related organizations
$181,497
-
1e · Government grants (contributions)
$11,121,479
-
1f · All other contributions, gifts and grants
$1,887,463
-
1g · Noncash contributions included above
$9,027
-
2a · Program service revenue: PATIENT SVC REVENUE
total $1,148,901,437 · related or exempt $1,149,352,006 · unrelated business -$450,569
-
2b · Program service revenue: HEALTHCARE SVC REVENUE
total $190,109,230 · related or exempt $189,905,009 · unrelated business $204,221
-
2c · Program service revenue: PARTNERSHIP INCOME
total $2,820,060 · unrelated business $488,710 · excluded $2,331,350
-
2d · Program service revenue: AFFILIATE RENTAL INCOM
total $1,852,780 · excluded $1,852,780
-
3 · Investment income
total $10,571,746 · excluded $10,571,746
-
6a · Gross rents
real property $406,906
-
6b · Less rental expenses
real property $105,464
-
6c · Rental income or loss
real property $301,442
-
6d · Net rental income or loss
total $301,442 · excluded $301,442
-
7a · Gross sales of assets other than inventory
securities $57,044,817 · other assets $21,501
-
7b · Less cost or other basis and sales expenses
securities $47,630,619 · other assets $245
-
7c · Gain or loss
securities $9,414,198 · other assets $21,256
-
7d · Net gain or loss
total $9,435,454 · excluded $9,435,454
-
8a · Fundraising events: gross income
$82,950
-
8a · Fundraising events: contributions included on line 1c
$184,065
-
8b · Fundraising events: direct expenses
$107,914
-
8c · Net income from fundraising events
total -$24,964 · excluded -$24,964
-
10a · Gross sales of inventory
$648,214
-
10b · Cost of goods sold
$323,567
-
10c · Net income from sales of inventory
total $324,647 · excluded $324,647
-
11a · Other revenue: CAFETERIA INCOME
total $3,856,872 · excluded $3,856,872
-
11e · Other revenue, total
$3,856,872
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $582,885 · program services $582,885
-
2 · Grants to domestic individuals
total $56,239 · program services $56,239
-
5 · Compensation of officers, directors and key employees
total $8,859,482 · program services $7,073,687 · management and general $1,760,505 · fundraising $25,290
-
6 · Compensation of disqualified persons
total $608,613 · program services $487,990 · management and general $118,878 · fundraising $1,745
-
7 · Other salaries and wages
total $451,844,101 · program services $362,294,528 · management and general $88,257,745 · fundraising $1,291,828
-
8 · Pension plan contributions
total $18,197,773 · program services $15,983,732 · management and general $2,214,041
-
9 · Other employee benefits
total $65,150,444 · program services $57,001,379 · management and general $8,149,065
-
10 · Payroll taxes
total $33,004,274 · program services $28,865,112 · management and general $4,139,162
-
11a · Fees: management
total $4,753,557 · program services $3,124,295 · management and general $1,629,262
-
11b · Fees: legal
total $4,820,049 · program services $278,266 · management and general $4,541,783
-
11c · Fees: accounting
total $460,000 · management and general $460,000
-
11d · Fees: lobbying
total $199,691 · management and general $199,691
-
11f · Fees: investment management
total $414,012 · management and general $414,012
-
11g · Fees: other
total $120,607,657 · program services $109,858,929 · management and general $10,557,517 · fundraising $191,211
-
12 · Advertising and promotion
total $7,456,383 · program services $16,935 · management and general $7,435,145 · fundraising $4,303
-
13 · Office expenses
total $8,441,208 · program services $4,748,706 · management and general $3,665,892 · fundraising $26,610
-
14 · Information technology
total $25,163,584 · program services $3,469,435 · management and general $21,676,815 · fundraising $17,334
-
16 · Occupancy
total $21,320,335 · program services $14,013,910 · management and general $7,306,425
-
17 · Travel
total $2,109,809 · program services $1,879,709 · management and general $217,642 · fundraising $12,458
-
19 · Conferences, conventions and meetings
total $186,954 · program services $63,730 · management and general $114,162 · fundraising $9,062
-
20 · Interest
total $6,627,643 · program services $6,627,643
-
22 · Depreciation, depletion and amortization
total $53,441,744 · program services $37,870,768 · management and general $15,555,025 · fundraising $15,951
-
23 · Insurance
total $5,221,528 · management and general $5,221,528
-
24a · Other expenses: PHARMACEUTICALS
total $155,304,372 · program services $155,304,372
-
24b · Other expenses: MEDICAL SUPPLIES/LINENS
total $145,657,107 · program services $144,791,921 · management and general $850,623 · fundraising $14,563
-
24c · Other expenses: HLTH SAFETY NET ASSESSM
total $102,632,832 · program services $102,632,832
-
24d · Other expenses: TAXES
total $231,241 · program services $207 · management and general $231,034
-
24e · All other expenses
total $41,983,133 · program services $19,486,067 · management and general $22,309,610 · fundraising $187,456
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $65,926,948 · end of year $59,723,511
-
3 · Pledges and grants receivable
beginning of year $1,365,172 · end of year $1,051,750
-
4 · Accounts receivable
beginning of year $116,605,571 · end of year $148,688,832
-
8 · Inventories for sale or use
beginning of year $19,626,287 · end of year $21,445,449
-
9 · Prepaid expenses and deferred charges
beginning of year $14,923,994 · end of year $16,477,049
-
10a · Land, buildings and equipment: cost or other basis
$1,043,272,269
-
10b · Land, buildings and equipment: accumulated depreciation
$727,312,348
-
10c · Land, buildings and equipment, net
beginning of year $315,900,469 · end of year $315,959,921
-
11 · Investments: publicly traded securities
beginning of year $432,252,805 · end of year $468,026,366
-
12 · Investments: other securities
beginning of year $86,013,057 · end of year $85,185,324
-
13 · Investments: program-related
beginning of year $218,704
-
14 · Intangible assets
beginning of year $1,981,296 · end of year $2,200,000
-
15 · Other assets
beginning of year $103,843,058 · end of year $121,313,574
-
17 · Accounts payable and accrued expenses
beginning of year $176,754,650 · end of year $203,143,076
-
20 · Tax-exempt bond liabilities
beginning of year $189,907,982 · end of year $179,524,043
-
23 · Secured mortgages and notes payable
beginning of year $36,155,334 · end of year $33,907,334
-
25 · Other liabilities
beginning of year $54,276,266 · end of year $64,364,317
-
27 · Net assets without donor restrictions
beginning of year $604,545,553 · end of year $655,336,034
-
28 · Net assets with donor restrictions
beginning of year $97,017,576 · end of year $103,796,972
Mission and programs · 2024
Mission
TO PROMOTE THE OPTIMAL HEALTH AND WELL-BEING OF THE INDIVIDUALS AND FAMILIES IN THE COMMUNITIES SERVED BY SOUTHCOAST HOSPITALS GROUP (SHG). (SEE SCHEDULE O)
Activities or mission (Part I)
SEE SCHEDULE O TO PROMOTE THE OPTIMAL HEALTH AND WELLBEING OF THE INDIVIDUALS AND FAMILIES IN THE COMMUNITIES SERVED BY SOUTHCOAST HOSPITALS GROUP (SHG).
-
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.
Expenses $1,076,513,277 · Grants $639,124 · Revenue $1,339,257,015
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
DAVID MCCREADY
EX-OFFICIO, PRESIDENT & CEO
- Total calculated
- $1,798,618
- From this org
- $1,594,229
- From related orgs
- $0
- Other
- $204,389
- Hours/week
- 17.5 + 56.5 related
Schedule J breakdown matched by us
- Base
- $1,184,674
- Bonus
- $330,000
- Other
- $79,555
- Deferred
- $180,000
- Nontaxable benefits
- $24,389
- Filer's total
- $1,798,618
-
ILANA FEINERMAN MD
TRUSTEE
- Total calculated
- $717,877
- From this org
- $0
- From related orgs
- $678,729
- Other
- $39,148
- Hours/week
- 1.5 + 63 related
Schedule J breakdown matched by us
- Base
- $0 + $608,229 related
- Bonus
- $0 + $70,000 related
- Other
- $0 + $500 related
- Deferred
- $0 + $15,288 related
- Nontaxable benefits
- $0 + $23,860 related
- Filer's total
- $0 + $717,877 related
-
ANIL SHUKLA MD
TRUSTEE (AS OF 1/2025)
- Total calculated
- $175,279
- From this org
- $175,279
- From related orgs
- $0
- Other
- $0
- Hours/week
- 9.5 + 3 related
Schedule J breakdown matched by us
- Base
- $175,279
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $175,279
-
JOHN MUNGOVAN MD
TRUSTEE (UNTIL 12/2024)
- Total calculated
- $151,995
- From this org
- $151,995
- From related orgs
- $0
- Other
- $0
- Hours/week
- 12.5 + 3 related
Schedule J breakdown matched by us
- Base
- $151,995
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $151,995
-
SALMAN BASHIR MD
TRUSTEE
- Total calculated
- $6,600
- From this org
- $6,600
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2.5 + 4.5 related
-
CARMEN F SYLVESTER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2.5 + 6.5 related
-
CHRISTOPHER HODGSON
TRUSTEE, CLERK (UNTIL 12/2024)
- Total calculated
- $0
- Hours/week
- 2.5 + 6.5 related
-
DONALD GIUMETTI
CHAIR
- Total calculated
- $0
- Hours/week
- 2.5 + 12.5 related
-
DENNIS FUSCO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5 + 4.5 related
-
ELIZABETH HUIDEKOPER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5 + 7 related
-
HELENA DASILVA HUGHES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5 + 3 related
-
JASON RUA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5 + 8 related
-
JAY S SCHACHNE MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5 + 4.5 related
-
JONATHAN L ROUNDS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5 + 3 related
-
JUDGE PHILLIP RAPOZA
TRUSTEE (AS OF 1/2025)
- Total calculated
- $0
- Hours/week
- 1.5 + 3 related
-
LOUIS CABRAL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5 + 7 related
-
W HUGH MORTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5 + 3 related
-
RENEE CLARK ASST CLERK UNTIL
12/24)/CLERK (AT 1/25)/EVP COO
- Total calculated
- $1,424,360
- From this org
- $1,221,168
- From related orgs
- $0
- Other
- $203,192
- Hours/week
- 26.5 + 46 related
Schedule J breakdown matched by us
- Base
- $776,964
- Bonus
- $295,800
- Other
- $148,404
- Deferred
- $178,803
- Nontaxable benefits
- $24,389
- Filer's total
- $1,424,360
-
WADE BROUGHMAN
TREASURER, EVP FIN/CFO (UNTIL 12/24)
- Total calculated
- $1,133,497
- From this org
- $1,093,225
- From related orgs
- $0
- Other
- $40,272
- Hours/week
- 47.5 + 27.5 related
Schedule J breakdown matched by us
- Base
- $730,464
- Bonus
- $188,500
- Other
- $174,261
- Deferred
- $20,700
- Nontaxable benefits
- $19,572
- Filer's total
- $1,133,497
-
MICHAEL BUSHELL
TREASURER (AS OF 1/25), EVP FIN/CFO
- Total calculated
- $204,364
- From this org
- $174,309
- From related orgs
- $0
- Other
- $30,055
- Hours/week
- 17.5 + 49 related
Schedule J breakdown matched by us
- Base
- $174,309
- Bonus
- $0
- Other
- $0
- Deferred
- $25,906
- Nontaxable benefits
- $4,149
- Filer's total
- $204,364
-
JAMES FEEN
SVP - CHIEF DIGITAL INFO OFFICER
- Total calculated
- $961,819
- From this org
- $818,186
- From related orgs
- $0
- Other
- $143,633
- Hours/week
- 3 + 66 related
Schedule J breakdown matched by us
- Base
- $522,968
- Bonus
- $187,300
- Other
- $107,918
- Deferred
- $119,244
- Nontaxable benefits
- $24,389
- Filer's total
- $961,819
-
LAUREN DESIMON JOHNSON
SVP/CHRO
- Total calculated
- $811,049
- From this org
- $670,806
- From related orgs
- $0
- Other
- $140,243
- Hours/week
- 18 + 42 related
Schedule J breakdown matched by us
- Base
- $462,720
- Bonus
- $118,500
- Other
- $89,586
- Deferred
- $115,854
- Nontaxable benefits
- $24,389
- Filer's total
- $811,049
-
STEPHEN CANESSA
SVP EXTERNAL AFFAIRS CCO
- Total calculated
- $786,374
- From this org
- $653,757
- From related orgs
- $0
- Other
- $132,617
- Hours/week
- 50 + 10 related
Schedule J breakdown matched by us
- Base
- $461,627
- Bonus
- $95,400
- Other
- $96,730
- Deferred
- $108,228
- Nontaxable benefits
- $24,389
- Filer's total
- $786,374
-
JAQUELINE SOMERVILLE
SVP/CNO
- Total calculated
- $618,828
- From this org
- $577,848
- From related orgs
- $0
- Other
- $40,980
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $402,182
- Bonus
- $82,200
- Other
- $93,466
- Deferred
- $20,700
- Nontaxable benefits
- $20,280
- Filer's total
- $618,828
-
MARK CALE
CFO SHG & SVP FIN SHS (UNTIL 9/25)
- Total calculated
- $599,646
- From this org
- $549,024
- From related orgs
- $0
- Other
- $50,622
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $445,224
- Bonus
- $103,800
- Other
- $0
- Deferred
- $26,233
- Nontaxable benefits
- $24,389
- Filer's total
- $599,646
-
TONYA JOHNSON
SVP & COO (UNTIL 6/28/24)
- Total calculated
- $263,668
- From this org
- $226,322
- From related orgs
- $0
- Other
- $37,346
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $214,280
- Bonus
- $0
- Other
- $12,042
- Deferred
- $24,843
- Nontaxable benefits
- $12,503
- Filer's total
- $263,668
-
PATRICIA BUIOCCHI
SVP POST ACUTE SERVICES (UNTIL 7/25)
- Total calculated
- $558,014
- From this org
- $532,144
- From related orgs
- $0
- Other
- $25,870
- Hours/week
- 30 + 35.5 related
Schedule J breakdown matched by us
- Base
- $388,644
- Bonus
- $143,500
- Other
- $0
- Deferred
- $20,700
- Nontaxable benefits
- $5,170
- Filer's total
- $558,014
-
STEPHEN PIRES
SVP, INSURANCE RISK MGMT (UNTIL 2/25)
- Total calculated
- $501,943
- From this org
- $460,963
- From related orgs
- $0
- Other
- $40,980
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $372,872
- Bonus
- $0
- Other
- $88,091
- Deferred
- $20,700
- Nontaxable benefits
- $20,280
- Filer's total
- $501,943
-
JADENE ELDEN
VP REVENUE CYCLE
- Total calculated
- $374,685
- From this org
- $352,759
- From related orgs
- $0
- Other
- $21,926
- Hours/week
- 40 + 25 related
Schedule J breakdown matched by us
- Base
- $303,359
- Bonus
- $49,400
- Other
- $0
- Deferred
- $20,700
- Nontaxable benefits
- $1,226
- Filer's total
- $374,685
-
MATTHEW SHAW
ED - CHIEF INFO SECURITY OFFICER
- Total calculated
- $359,965
- From this org
- $338,016
- From related orgs
- $0
- Other
- $21,949
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $328,128
- Bonus
- $9,888
- Other
- $0
- Deferred
- $21,271
- Nontaxable benefits
- $678
- Filer's total
- $359,965
-
CHARLES E CUSSON JR
VP ORG CAPTLY AND TALENT MANAGEMENT
- Total calculated
- $320,712
- From this org
- $290,276
- From related orgs
- $0
- Other
- $30,436
- Hours/week
- 12 + 48 related
Schedule J breakdown matched by us
- Base
- $281,160
- Bonus
- $8,116
- Other
- $1,000
- Deferred
- $9,926
- Nontaxable benefits
- $20,510
- Filer's total
- $320,712
-
RAYFORD KRUGER
FORMER PRESIDENT & CEO
- Total calculated
- $1,349,066
- From this org
- $1,316,776
- From related orgs
- $0
- Other
- $32,290
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $8,355
- Bonus
- $705,000
- Other
- $603,421
- Deferred
- $30,600
- Nontaxable benefits
- $1,690
- Filer's total
- $1,349,066
-
KEITH HOVAN
FORMER PRESIDENT & CEO
- Total calculated
- $115,000
- From this org
- $115,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $115,000
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $115,000
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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 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, 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
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
-
$42,500
COMMUNITY OUTREACH AND SUPPORT SERVICES
-
YWCA SOUTHEASTERN MASSACHUSETTS
$30,000
SUPPORT SERVICES
-
$25,000
SUPPORT SERVICES
-
COMMUNITY OUTREACH AND SUPPORT SERVICES
-
$25,000
SUPPORT SERVICES
-
$23,868
COMMUNITY OUTREACH
-
$21,355
COMMUNITY OUTREACH AND SUPPORT SERVICES
-
$20,000
COMMUNITY OUTREACH
-
$15,000
COMMUNITY OUTREACH
-
$15,000
COMMUNITY OUTREACH
The 10 largest by cash amount. The API serves every itemized grant.
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) · SUPPORT SHG, SPG, & SVNA · MA
-
SOUTHCOAST VISITING NURSE ASSOCIATION INC
501(C)(3) · HOME CARE SERVICES · MA · controlled entity
Directly controlled by SOUTHCOAST HEALTH SYSTEM INC
-
SOUTHCOAST PHYSICIANS GROUP INC
501(C)(3) · PHYSICIAN SERVICES · MA · controlled entity
Directly controlled by SOUTHCOAST HEALTH SYSTEM INC
-
501(C)(3) · PHYSICIAN SERVICES/ HEALTHCARE · MA · controlled entity
Directly controlled by SOUTHCOAST HEALTH SYSTEM INC
-
SOUTHCOAST LONG TERM CARE SERVICES INC
501(C)(3) · OPERATE A LONG-TERM CARE FACILITY · MA · controlled entity
Directly controlled by SOUTHCOAST HEALTH SYSTEM INC
-
SOUTHCOAST LONG TERM CARE PROPERTIES INC
501(C)(3) · SUPPORT SLTCS · MA · controlled entity
Directly controlled by SOUTHCOAST HEALTH SYSTEM INC
-
SOUTHCOAST HEALTH AMBASSADORS INC
501(C)(3) · SUPPORT SHG · MA · controlled entity
Directly controlled by SOUTHCOAST HOSPITALS GROUP INC
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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
SOUTHCOAST HEALTH SURGICAL HOLDINGS LLC
HOLDING CO. · MA · income -$461,539 · assets $2,300,000
Directly controlled by SOUTHCOAST HOSPITALS GROUP INC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
COASTLINE PROFESSIONAL ASSURANCE CORP LTD
C · INSURANCE · CJ · controlled entity
-
HEALTH MANAGEMENT INITIATIVES INC
C · COMM RENTALS · MA · controlled entity
-
S · MEDICAL SERVICES · MA · 62.57% owned · share of income -$461,539 · share of assets $565,850 · controlled entity
Directly controlled by SOUTHCOAST HEALTH SURGICAL HOLDINGS LLC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 5 August 2026
- IRS schema version
- 2024v5.5
- Source object
- 202622309349302107
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.