2026-08-10T09:02:23-05:00 2025-09-30 135565207 KPMG LLP 60 SOUTH STREET BOSTON MA 02111 990 2024-10-01 854028860 SOUTH COUNTY HEALTH FOUNDATION SOUT 4017828000 100 KENYON AVENUE WAKEFIELD RI 02879 AARON S ROBINSON PRESIDENT AND CEO 4017828000 2026-08-07 1 0 STEPHANIE LONCZAK P01880207 6179881000 2026-08-04 2024 2025-03-06 01:10:19Z AARON S ROBINSON 100 KENYON AVENUE WAKEFIELD RI 02879 1882092 0 X WWW.SOUTHCOUNTYHEALTH.ORG X 2020 RI SEE SCHEDULE O 6 6 0 7 0 0 3577595 1129517 0 0 15661 16764 661509 646998 4254765 1793279 0 0 0 0 664198 700235 0 0 0 183409 133163 847607 833398 3407158 959881 21570054 19324670 97943 334596 21472111 18990074 PLANNING, FUNDRAISING AND MANAGEMENT ACTIVITIES TO SUPPORT THE MISSION OF SOUTH COUNTY HOSPITAL AND SOUTH COUNTY HOME HEALTH. 0 0 773744 DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, SOUTH COUNTY HEALTH FOUNDATION PROVIDED PLANNING, MANAGEMENT, AND FUNDRAISING ACTIVITIES FOR SOUTH COUNTY HOSPITAL AND SOUTH COUNTY HOME HEALTH. BY PROVIDING THESE SERVICES, THE HOSPITAL AND SOUTH COUNTY HOME HEALTH, WERE ABLE TO FOCUS THEIR ACTIVITIES MORE TOWARD PROVIDING HIGH-QUALITY MEDICAL SERVICES TO PERSONS IN SOUTHERN RHODE ISLAND. THE FOUNDATION WAS INSTRUMENTAL IN HELPING RECRUIT NEW PHYSICIANS TO WORK FOR SOUTH COUNTY HOSPITAL, RAISE ADDITIONAL CHARITABLE DONATIONS FOR THE HOSPITAL SYSTEM, AND TO PROMOTE THE HOSPITAL SYSTEM TO THE COMMUNITY. 773744 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 RI X DAVID FOGERTY 4017828000 100 KENYON AVENUE WAKEFIELD RI 02879 JOSEPH MATTHEWS CHAIRMAN 1.00 3.00 X X 0 0 0 ROGEAN B MAKOWSKI SECRETARY 1.00 3.00 X X 0 0 0 JOANNE DALY TRUSTEE (THRU 7/25) 1.00 0.00 X 0 0 0 LAURA HARRIS TRUSTEE 1.00 0.00 X 0 0 0 TONY SILBERT TRUSTEE 1.00 0.00 X 0 0 0 AMY WALSH TRUSTEE 1.00 0.00 X 0 0 0 JOE VIELE TRUSTEE 1.00 0.00 X 0 0 0 AARON S ROBINSON PRESIDENT AND CEO 1.00 42.00 X 0 912771 51863 THOMAS J BREEN VP AND CHIEF FINANCIAL OFFICER 2.00 43.00 X 0 514121 36476 CHRISTINE FOISY VP, CHIEF PHILANTHROPY OFFICER 40.00 0.00 X 0 237418 46879 0 1664310 135218 0 0 1 0 0 104172 1025345 19673 1129517 16764 16764 60427 104172 60427 0 70929 28386 42543 42543 OTHER REVENUE 900099 604455 604455 604455 1793279 0 0 663762 589721 544337 45384 110514 110514 2736 2736 984 984 4944 4944 3108 3108 47027 46917 110 1629 1629 716 716 14160 14160 CULTIVATION EVENTS 13570 13570 DEVELOPMENT 4637 4637 FUND ACTIVITY 3986 3986 CREDIT CARD, BANK, & OT 3832 3832 31834 31834 833398 773744 59654 0 2746140 3428089 2408709 1513434 30000 12452 2905 10264 9547 16334914 14341425 70027 2175 21570054 19324670 3981 4240 93962 330356 97943 334596 X 2830326 3194845 18641785 15795229 21472111 18990074 21570054 19324670 X 959881 26442 -3468360 X X 0 1 X 1 0 X 3589009 5858895 3577595 1129517 14155016 3589009 5858895 3577595 1129517 14155016 4128329 10026687 6095 5229 15661 16764 43749 108292 108292 31278 1511067 697017 675384 2914746 17221803 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9317902 757959 10075861 7934365 1383537 9317902 7320189 614176 7934365 9585794 -2265605 7320189 0.98990 0.01010 0 0 12452 2905 9547 9547 ASSETS HELD IN TRUST 10026411 F DONOR RESTRICTED FUNDS 4315014 F 14341425 DUE TO AFFILIATES 330356 330356 X 2652923 859644 859644 1793279 0 1793279 5134960 4301562 4301562 833398 0 833398 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE SOUTH COUNTY HOSPITAL HEALTHCARE SYSTEM AND ARE TO FUND CAPITAL EXPENDITURES. PART X, LINE 2: THE FOOTNOTE BELOW IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF SOUTH COUNTY HOSPITAL HEALTHCARE SYSTEM FOUNDATION. THE NOT-FOR-PROFIT ENTITIES (SOUTH COUNTY HOSPITAL HEALTHCARE SYSTEM ENDOWMENT, SOUTH COUNTY HOSPITAL, SOUTH COUNTY HOME HEALTH AND THE SOUTH COUNTY HEALTH FOUNDATION) OPERATE AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE) AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. OCEAN VIEW HEALTH VENTURE IS A LIMITED LIABILITY CORPORATION OF WHICH THE HOSPITAL IS THE SOLE MEMBER AND GENERALLY DOES NOT PROVIDE FOR INCOME TAXES SINCE THE HOSPITAL IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE CODE. THE TAX PROVISIONS AND RELATED LIABILITIES FOR SILVER SPRING HEALTH CARE MANAGEMENT, WHICH IS A TAXABLE ENTITY CONTROLLED BY THE HOSPITAL, ARE NOT SIGNIFICANT. THE HOSPITAL RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN RECOGNITION IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGEMENT OCCURS. THE HOSPITAL DID NOT RECOGNIZE THE EFFECT OF ANY INCOME TAX POSITIONS IN EITHER 2025 OR 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN NET UNREALIZED GAINS ON INVESTMENTS 26,442. CHANGE IN VALUE OF PERPETUAL AND CHARITABLE REMAINDER TRUST 757,987. COST OF GOODS SOLD 28,386. SPECIAL EVENTS 46,829. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 28,386. SPECIAL EVENTS 46,829. NET ASSETS RELEASED FROM RESTRICTIONS 4,226,347. INVITATIONAL 131370 83586 47784 43355 4429 COMEDY SHOW 33229 20586 12643 10213 2430 164599 104172 60427 53568 6859 60427 0 0 0 0 0 0 0 0 0 0 AARON S ROBINSON PRESIDENT AND CEO 0 750274 0 150000 0 12497 0 30500 0 21363 0 964634 0 0 THOMAS J BREEN VP AND CHIEF FINANCIAL OFFICER 0 449164 0 58645 0 6312 0 30500 0 5976 0 550597 0 0 CHRISTINE FOISY VP, CHIEF PHILANTHROPY OFFICER 0 207655 0 28688 0 1075 0 30500 0 16379 0 284297 0 0 FORM 990, SCHEDULE J, PART I, LINE 3 THE COMPENSATION OF THE CEO IS DETERMINED BY SOUTH COUNTY HOSPITAL HEALTHCARE SYSTEM WHICH USED THE FORM 990 OF OTHER ORGANIZATIONS, A COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO DETERMINE COMPENSATION. FORM 990, PART I, LINE 5, PART VII & PART IX, LINES 7 & 9 THE SOUTH COUNTY HEALTH FOUNDATION DOES NOT HAVE ANY EMPLOYEES. THEY SHARE EMPLOYEES WITH SOUTH COUNTY HOSPITAL. THE SALARIES AND EMPLOYEE BENEFITS REPORTED IN PART VII & PART IX ARE REIMBURSED BY THE FOUNDATION TO SOUTH COUNTY HOSPITAL. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: PLANNING, MANAGEMENT & FUNDRAISING FOR SOUTH COUNTY HOSPITAL HEALTHCARE SYSTEM AND SOUTH COUNTY HOME HEALTH. FORM 990, PART VI, SECTION B, LINE 11B SOUTH COUNTY HOSPITAL HEALTHCARE SYSTEM AND ITS AFFILIATES (KNOWN AS SOUTH COUNTY HEALTH (SCH)) HAS POLICIES AND PROCEDURES ADOPTED BY ALL ENTITIES IN THE SYSTEM. THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S AUDIT COMMITTEE APPROXIMATELY 30 DAYS PRIOR TO THE FILING DEADLINE. THE AUDIT COMMITTEE THEN REVIEWS THE FORM 990 AND PROVIDES QUESTIONS AND COMMENTS TO THE ORGANIZATION'S ACCOUNTING DEPARTMENT. BEFORE IT IS FILED, A COPY OF THE FINAL FORM 990, INCLUDING REQUIRED SCHEDULES, IS PROVIDED TO THE MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW AND DISCUSSION. WITH THE CHAIRMAN OF THE AUDIT COMMITTEE AT A BOARD MEETING PRIOR TO THE FILING DEADLINE. FORM 990, PART VI, SECTION B, LINE 12C SCH HAS POLICIES AND PROCEDURES ADOPTED BY ALL ENTITIES IN THE SYSTEM. MEMBERS OF THE GOVERNING BODY, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. IT IS PERIODICALLY REVIEWED AND DISCUSSED AT BOARD MEETINGS. IF A POTENTIAL CONFLICT IS IDENTIFIED, THE BOARD WOULD DISCUSS THE ITEM TO DETERMINE IF A CONFLICT EXISTS. IF A CONFLICT EXISTS, THE INDIVIDUAL WOULD RECUSE THEMSELVES FROM THE DISCUSSIONS. ALL DISCUSSIONS ARE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 15A SCH HAS POLICIES AND PROCEDURES ADOPTED BY ALL ENTITIES IN THE SYSTEM. THE BOARD OF TRUSTEES HAS THE ULTIMATE RESPONSIBILITY TO ENSURE THAT COMPENSATION OF THE EXECUTIVE LEADERSHIP OF SCH REFLECTS THE NORMS ESTABLISHED IN THE INDUSTRY, REWARDS AND REINFORCES THE VALUES AND LONG-RANGE GOALS OF THE SYSTEM, AND UPHOLDS THE BOARD'S RESPONSIBILITY TO THE COMMUNITY IT STEWARDS OF THE COMMUNITY'S ASSETS. ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE PERFORMS A COMPENSATION REVIEW FOR THE CEO. THE VICE PRESIDENT OF HUMAN RESOURCES DOES A MARKET ANALYSIS OF DATA OF CEO POSITIONS IN COMPARABLE HOSPITALS INCLUDING THE USE OF FORM 990 OF OTHER ORGANIZATIONS AND COMPENSATION SURVEYS. THE EXECUTIVE COMMITTEE REVIEWS THE PACKET OF MATERIALS INCLUDING THE MARKET REVIEW OF COMPENSATION, A REVIEW OF CEO GOALS ATTAINMENT AND OTHER MATERIALS RELEVANT TO HIS OR HER PERFORMANCE. THE CEO PROVIDES THE EXECUTIVE COMMITTEE SUGGESTED COMPENSATION FOR THE CMO, CNO, AND CFO. THE EXECUTIVE COMMITTEE APPROVES ALL COMPENSATION DECISIONS AND CONTEMPOROUSLY DOCUMENTS THE DISCUSSION. 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 XI, LINE 9: CHANGE IN VALUE OF PERPETUAL AND CHARITABLE REMAINDER TRUSTS 757,987. NET ASSETS RELEASED FROM RESTRICTIONS -4,226,347. FORM 990, PART XII, LINE 2C: FINANCIAL STATEMENTS AND REPORTING THE ORGANIZATION'S AUDIT COMMITTEE IS RESPONSIBLE FOR SELECTING AN INDEPENDENT ACCOUNTANT TO AUDIT THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR OVERSEEING THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS. SOUTH COUNTY HOSPITAL HEALTHCARE SYSTEM ENDOWMENT 100 KENYON AVENUE WAKEFIELD RI 02879 050259093 SUPPORT RI 501(C)(3) 7 N/A 0 SOUTH COUNTY HOSPITAL HEALTHCARE SYSTEM 100 KENYON AVENUE WAKEFIELD RI 02879 050445136 HOSPITAL RI 501(C)(3) 3 SCH ENDOWMENT 1 SOUTH COUNTY HOME HEALTH 14 WOODRUFF AVENUE NARRAGANSETT RI 02882 056033975 HEALTHCARE RI 501(C)(3) 10 SCH HEALTHCARE 1 SILVER SPRING HEALTH CARE MANAGEMENT 100 KENYON AVENUE WAKEFIELD RI 02879 050459095 HOLDING COMPANY RI SCH HEALTHCARE C 1.00000 1 SOUTH COUNTY QUALITY CARE 100 KENYON AVENUE WAKEFIELD RI 02879 050491313 PERSONAL CARE RI SS HEALTHCARE C 1.00000 1 SSHM SURGICAL SUPPLY INC 100 KENYON AVENUE WAKEFIELD RI 02879 050478937 RETAIL OF MED EQP RI SS HEALTHCARE C 1.00000 1 CHARITABLE REMAINDER TRUSTS (3) CHARITABLE TRUST RI N/A T 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0