2025-08-06T12:51:29-07:00 2024-09-30 990 2023-10-01 043583676 SOUTHCOAST HEALTH AMBASSADORS INC SOUT 5089735752 363 HIGHLAND AVE FALL RIVER MA 02720 MICHAEL BUSHELL EVP FINANCE & CFO 5089732905 2025-08-15 1 2023 2025-03-06 01:10:19Z DAVID MCCREADY 101 PAGE STREET NEW BEDFORD MA 02740 98896 0 X www.southcoast.org/southcoast-health-ambassadors/ X 2021 MA The mission of Southcoast Health Ambassadors, Inc. (SHA) is to render services to Southcoast Hospitals Group, Inc. (SHG), its patients and its tax-exempt subsidiaries, and to assist Southcoast Health in promoting the health and welfare of the communities it serves. 14 8 0 131 0 0 55860 95896 0 0 0 0 0 -411 55860 95485 75949 83598 0 0 0 0 0 0 142309 110279 152194 186228 235792 -130368 -140307 296046 390432 296046 390432 0 0 THE MISSION OF SOUTHCOAST HEALTH AMBASSADORS, INC. IS TO RENDER SERVICES TO SHG, ITS PATIENTS AND ITS TAX-EXEMPT SUBSIDIARIES, AND TO ASSIST SOUTHCOAST HEALTH IN PROMOTING THE HEALTH AND WELFARE OF THE COMMUNITIES IT SERVES. 0 0 93483 83598 0 SOUTHCOAST HEALTH AMBASSADORS RENDERS SERVICE TO THE SOUTHCOAST HEALTH SYSTEM AND THE GENERAL COMMUNITY THROUGH ENHANCEMENT AND SUPPORT OF PATIENT INTERACTIONS, DEVELOPING PARTNERSHIPS WITHIN THE COMMUNITY TO STRENGTHEN COMMUNITY OUTREACH AND ENGAGEMENT, PROMOTION OF HEALTHCARE CAREERS, SUPPORTING THE FINANCIAL STABILITY OF SOUTHCOAST HEALTH GIFT SHOPS, AND RAISING OF FUNDS TO ACCOMPLISH SUCH PURPOSES. 0 0 0 93483 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 8 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X MICHAEL BUSHELL 5089732905 101 PAGE STREET NEW BEDFORD MA 02740 X OLAYINKA OLUWOLE TRUSTEE 1.5 40 X 0 194106 22397 KIMBERLEY COON TRUSTEE 5 40 X 0 157720 19882 MICHELLE LORANGER TRUSTEE (UNTIL 12/2023) 1.5 40 X 0 108350 14153 ALISON LEBERT TRUSTEE (AS OF 1/2024) 1.5 40 X 0 99108 5842 DONNA KINCMAN TRUSTEE 1.5 40 X 0 64628 23447 MEGHAN ROGERS TRUSTEE (AS OF 1/2024) 1.5 40 X 0 51130 16998 JENNIFER SZABO TRUSTEE 37.5 4 X 0 62928 3997 KATHRYN KING TRUSTEE 1.5 2.5 X 0 3093 0 JANICE SHARP TRUSTEE 1.5 1 X 0 120 0 ELENA COFFEY VICE CHAIR 2.5 0 X X 0 0 0 FILOMENA KUCHAR TREASURER 2.5 0 X X 0 0 0 MARCIA LIGGIN CHAIR AND PRESIDENT 2.5 0 X X 0 0 0 PAMELA MIRICK CLERK 2.5 0 X X 0 0 0 SANDRA SLAVIN ASSISTANT TREASURER 2.5 0 X X 0 0 0 JUDITH MENDARD TRUSTEE (UNTIL 12/2023) 1.5 0 X 0 0 0 ASHLEY OZUG TRUSTEE (UNTIL 12/2023) 1.5 0 X 0 0 0 JAMES MONTE TRUSTEE (AS OF 1/2024) 1.5 0 X 0 0 0 0 741183 106716 0 0 1 0 0 0 0 21443 4000 0 70453 36882 95896 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3000 21443 3411 -411 0 -411 0 0 0 0 0 0 0 0 0 0 0 0 0 95485 0 0 -411 0 0 83598 83598 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 761 0 0 761 0 0 0 0 0 0 0 0 0 0 0 0 714 0 0 714 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 INTERCO CONTRACTED SERVICES 129658 0 0 129658 MISC & OTHER EXPENSES 9914 9885 0 29 FOOD AND FUNCTIONS 4168 0 0 4168 BABY BASKET SUPPLIES 4147 0 0 4147 2832 0 0 2832 235792 93483 0 142309 0 0 106039 84225 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 190007 306207 296046 390432 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 296046 390432 296046 390432 X -62614 -82081 62614 82081 0 0 296046 390432 X -140307 0 0 0 0 140307 X X 0 1 X 1 0 X X 1 SOUTHCOAST HOSPITALS GROUP INC 222592333 3 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED DUE FROM AFFILIATES 306207 306207 0 DUE TO AFFILIATES 390432 390432 X Schedule D, Part X, Line 2 FIN 48 WAS ADOPTED IN FISCAL YEAR 2008. THERE IS NO FOOTNOTE DISCLOSURE IN SHS' FISCAL SEPTEMBER 30, 2024 CONSOLIDATED AUDITED FINANCIAL STATEMENTS SINCE THE ADOPTION OF FIN 48 WAS NOT MATERIAL. HARVEST FOR HOPE 24443 21443 3000 0 0 3295 0 0 116 0 0 24443 21443 3000 0 0 3295 0 0 116 3411 -411 1 SCHOLARSHIPS 28 42000 0 COST NEW BEGINNINGS BABY BASKETS 180 0 22500 FMV BASKETS OF BABY ITEMS TO SUPPORT NEWBORNS BORN WITH OPIATE EXPOSURE CAREPAC 4935 0 19098 FMV COMFORT ITEMS FOR INPATIENTS - CARE PACS INCLUDE EAR PLUGS, FACE MASK, NOTE PAD, PEN, LIP BALM, INFO ON QUIETNESS AND HEALING Schedule I, Part I, Line 2 SHA GIVES OUT SCHOLARSHIPS TO STUDENTS GOING INTO HEALTH CAREER FIELDS. AS PART OF THE APPLICATION STUDENTS ARE REQUIRED TO SUBMIT AN ACCEPTANCE LETTER FROM THE COLLEGE, THEY WILL BE ATTENDING THAT INCLUDES THE MAJOR THEY HAVE CHOSEN ON IT. STUDENTS MAY USE THE SCHOLARSHIP TOWARDS ANYTHING TO SUPPORT THEM WITH THEIR FIRST YEAR OF COLLEGE, INCLDUING BOOKS, TUITION, ETC. 0 0 0 0 0 0 0 0 0 OLAYINKA OLUWOLE TRUSTEE 0 187578 0 5871 0 658 0 4869 0 17528 0 216504 0 0 KIMBERLEY COON TRUSTEE 0 152032 0 4587 0 1100 0 9440 0 10442 0 177601 0 0 Schedule J, Part I OFFICERS, DIRECTORS, AND TRUSTEES OF SOUTHCOAST HEALTH AMBASSADORS INC. (SHA) RECEIVE NO COMPENSATION FOR THEIR ROLES IN THESE CAPACITIES. OFFICERS, DIRECTORS, AND TRUSTEES (BOTH CURRENT AND FORMER) WITH REPORTABLE COMPENSATION ARE COMPENDATED BY THE RELATED ORGANIZATIONS SOUTHCOAST HOSPITALS GROUP, INC. (SHG) FOR SERVICES RENDERED OR AS PART OF A DEFERRED COMPENSATION ARRANGEMENT. X GARDEN SUPPLIES 8 5935 COST/SALES PRICE X BABY BASKET SUPPLIES 43 26555 COST/SALES PRICE X EVENT TICKETS 3 3600 COST/SALES PRICE X OTHER 10 792 COST/SALES PRICE 0 0 1 0 Form 990, Part IV, Line 12a FINANCIAL RESULTS FOR SHA ARE INCLUDED IN THE SOUTHCOAST HEALTH SYSTEM, INC. AND AFFILIATES CONSOLIDATED FINANCIAL STATEMENTS AS OF AND FOR THE YEARS ENDED SEPTEMBER 30, 2024, AND 2023 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, 2024. NO STAND ALONE AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR SOUTHCOAST HEALTH AMBASSADORS, INC. FOR THE YEAR ENDED SEPTEMBER 30, 2024. Form 990, Part VI, Section A, Line 2 CERTAIN OFFICERS AND TRUSTEES OF SHA ARE OFFICERS OR TRUSTEES OF RELATED ORGANIZATIONS. INDIVIDUALS WITH REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS IN PART VII, SECTION A, COLUMN (E), ARE EMPLOYEES OF RELATED ORGANIZATIONS. Form 990, Part VI, Section A, Line 6 SOUTHCOAST HOSPITALS GROUP, INC. (SHG) SERVES AS THE SOLE CORPORATE MEMBER OR SOLE CORPORATE STOCKHOLDER OF SHA. Form 990, Part VI, Section A, Line 7a SHA'S PARENT CORPORATION SHG ELECTS THE TRUSTEES OR DIRECTORS OF SHA AND EXERCISES SPECIFIED RESERVE POWERS AND IS GOVERNED BY A BOARD OF TRUSTEES. Form 990, Part VI, Section A, Line 7b THE ROLE OF THE SHG BOARD IS TO MAINTAIN A SYSTEM PERSPECTIVE WITH A REGIONAL EMPHHASIS AND A BROAD FOCUS ACROSS ALL ACTIVITIES IN THE ORGANIZATION. PRIMARY FUNCTIONS OF THE SHG BOARD INCLUDE STRATEGIC PLANNING, NETWORK GROWTH AND DEVELOPMENT, AND OVERALL FISCAL RESPONSIBILITIES. SHA'S BOARD IS EXPECTED TO FOCUS ON ITS OWN ACTIVITIES ADDRESSING COMMUNITY NEEDS WITH ITS SCOPE OF SERVICES. Form 990, Part VI, Section B, Line 11b THE GOVERNING BOARD OF SHS REVIEWS FORM 990 AND ALL OF ITS RELATED SCHEDULES PRIOR TO FILING. THE REVIEW IS PERFORMED BY THE GOVERNING BOARD AS IT PROVIDES OVERSIGHT FOR COMPENSATION AND CONFLICT OF INTEREST MATTERS ON ITS OWN BEHALF AND ON BEHALF OF ITS AFFILIATES ON A SYSTEM WIDE BASIS. A COMPLETE COPY OF FORM 990 AND ITS SCHEDULES ARE POSTED TO THE SHS BOARD WEBSITE PORTAL FOR ALL BOARD MEMBERS TO REVIEW, MAKE INQUIRIES AND HAVE ANY ADJUSTMENTS MADE PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c SHS HAS CONFLICT OF INTEREST, LEGAL COMPLIANCE, AND CODE OF CONDUCT POLICIES THAT APPLY TO ALL TRUSTEES, OFFICERS, DIRECTORS, AND EMPLOYEES (REFERRED TO AS "MEMBERS"), ON AN ANNUAL BASIS, EACH MEMBER WILL COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE WHICH AFFIRMS THAT EACH PERSON HAS: (1) RECEIVED A COPY OF THE POLICY, (2) READ AND UNDERSTAND THE POLICY, (3) AGREED TO COMPLY WITH THE POLICY, AND (4) UNDERSTAND 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 INTEREST 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 POTENTIAL CONFLICT OF INTEREST. EACH MEMBER IS UNDER AN ONGOING DUTY TO UPDATE AND KEEP CURRENT INFORMATION CONTAINED IN THEIR QUESTIONNAIRE AT LEAST ANNUALLY, OR AS NECESSARY BASED ON DISCLOSURES. THE GENERAL COUNSEL WILL SUMMARIZE AND REPORT ALL DISCLOSURES TO THE PRESIDENT AND CEO AND THE CHAIRMAN OF THE BOARD OF TRUSTEES (OR HIS/HER DESIGNEE). UPON DISCLOSURE OF FINANCIAL OR NON-FINANCIAL INTERESTS ("INTERESTS") AND ALL MATERIAL FACTS RELATED THERETO BY MEMBER OR AN INTERESTED PERSON, THE CHAIR OF THE SYSTEM'S GOVERNANCE COMMITTEE SHALL DETERMINE IN CONJUNCTION WITH THE GENERAL COUNSEL WHETHER A CONFLICT OF INTEREST EXISTS. THE GOVERNANCE COMMITTEE CAN CONTINUE TO DISCUSS THE ISSUE WITH THE MEMBER OR INTERESTED PERSON TO CLARIFY OR OBTAIN ADDITIONAL INFORMATION. HOWEVER, BEFORE THE GOVERNANCE COMMITTEE DISCUSSES OR DETERMINES WHETHER THE MEMBER OR OTHER INTERESTED PERSONS INTEREST 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 SOUTHCOAST HEALTH AMBASSADORS, INC. DOES NOT HAVE ANY EMPLOYEES. SHA'S PRESIDENT IS NOT COMPENSATED. COMPENSATION FOR ALL VICE PRESIDENTS AND HIGHER LEVEL EXECUTIVES WHO MAY SERVE AS OFFICERS AND DIRECTORS IS ESTABLISHED USING THE FOLLOWING PROCEDURES: (1) REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE OF SHS, WITHOUT THE INVOLVEMENT OF PERSONS WITH A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE, (2) USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONAL COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 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 SHS' EXECUTIVES. THIS INCLUDED RELEVANT COMPETITIVE MARKET PRACTICE INFORMATION FOR THE NORTHEAST REGION MARKET OBTAINED FROM TWO HEALTHCARE EXECUTIVE COMPENSATION SURVEYS THAT WERE PREPARED BY INDEPENDENT FIRMS. THE CONSULTANT ALSO COMPILED NATIONAL MARKET DATA FROM THREE COMMERCIALLY AVAILABLE HEALTHCARE EXECUTIVE COMPENSATION SURVEYS PREPARED BY INDEPENDENT FIRMS, AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VII, Section A, Line 1a TRUSTEES AND OFFICERS ARE COMPENSATED FOR THEIR ROLES OUTSIDE OF THEIR CAPACITY AS TRUSTEES AND OFFICERS. Form 990, Part XI, Line 9 OTHER CHANGES IN NET ASSETS INCLUDES: TRANSFERS AMONG AFFILIATES OF $112,660, RELEASES FOR OPERATIONS OF ($50,111), TEMP RESTRICTED CONTRIBUTIONS OF $12,549, TEMP RESTRICTED RELEASES OF $46,112, AND OTHER CHANGES IN NET ASSETS OF $19,098. Form 990, Part XII, Line 2b FINANCIAL RESULTS FOR SHA ARE INCLUDED IN THE SOUTHCOAST HEALTH SYSTEM, INC. AND AFFILIATES CONSOLIDATED FINANCIAL STATEMENTS AS OF AND FOR THE YEARS ENDED SEPTEMBER 30, 2024, AND 2023 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, 2024. NO STAND ALONE AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR SOUTHCOAST HEALTH AMBASSADORS, INC. FOR THE YEAR ENDED SEPTEMBER 30, 2024. 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MA 501(C)(3) 12: TYPE I SOUTHCOAST HEALTH SYSTEM INC 1 COASTLINE PROFESSIONAL ASSURANCE CORP PO BOX 1085 GRAND CAYMAN CJ KY1-1102 980445031 INSURANCE CJ SOUTHCOAST HEALTH SYSTEM INC C 1 HEALTH MANAGEMENT INITIATIVES INC 363 HIGHLAND AVE FALL RIVER MA 02720 042998712 COMM RENTAL MA SOUTHCOAST HEALTH SYSTEM INC C 1 SAME DAY SURGICARE OF NE INC 272 STANLEY STREET FALL RIVER MA 02720 042808359 MEDICAL SERVICES MA SOUTHCOAST HEALTH SURGICAL HOLDINGS LLC S 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 SOUTHCOAST HOSPITALS GROUP INC o 129658 CASH