2026-08-15T07:05:25-05:00 2025-09-30 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 462045108 990 2024-10-01 042297845 SOUTH SHORE MEDICAL CENTER INC SOUT 7818785200 143 LONGWATER DRIVE NORWELL MA 02061 STEPHEN JENNEY SVP & CFO 7816248000 2026-08-14 1 1 SHAWNA M JANSONS P01222873 3174648600 2024 2025-03-06 01:10:19Z STEPHEN JENNEY 55 FOGG ROAD SOUTH WEYMOUTH MA 02190 95294460 0 X WWW.SOUTHSHOREHEALTH.ORG X 2004 MA SOUTH SHORE MEDICAL CENTER CARES FOR PATIENTS COMPASSIONATELY AND EFFECTIVELY, WITH THE HIGHEST MEDICAL AND ETHICAL STANDARDS. WE BUILD A BETTER FUTURE FOR THE COMMUNITIES WE SERVE THROUGH TEACHING, LEADERSHIP IN HEALTH CARE INNOVATION AND PHILANTHROPY. 12 9 845 9 0 0 0 48767 74349554 84867207 -45088 2980 11925289 10375506 86229755 95294460 0 0 0 0 70845240 75043268 0 0 0 27478378 34690542 98323618 109733810 -12093863 -14439350 53005476 53164019 67809355 82409073 -14803879 -29245054 X SOUTH SHORE MEDICAL CENTER DELIVERS EFFECTIVE AND COMPASSIONATE PATIENT CARE WITH THE HIGHEST MEDICAL AND ETHICAL STANDARDS. WE BUILD A BETTER FUTURE FOR THE COMMUNITIES WE SERVE THROUGH TEACHING AND LEADERSHIP IN HEALTHCARE INNOVATION. YOUR HEALTH, OUR PASSION, ONE COMMUNITY. 0 0 95896301 0 95221338 SOUTH SHORE MEDICAL CENTER PROVIDED MEDICAL, PREVENTATIVE AND OTHER CLINICAL SERVICES TO ITS PATIENTS. THE ORGANIZATION WORKS TO IMPROVE THE QUALITY OF HEALTH CARE SERVICES PROVIDED TO PATIENTS IN SOUTHEASTERN MASSACHUSETTS THROUGH CLINICAL INTEGRATION AND THE IMPLEMENTATION OF A UNIFIED ELECTRONIC MEDICAL RECORDS SYSTEM. SOUTH SHORE MEDICAL CENTER PARTICIPATED IN EDUCATIONAL AND TRAINING PROGRAMS FOR MEDICAL STUDENTS AND MEDICAL RESIDENTS AND FOR OTHER HEALTHCARE PROFESSIONALS INCLUDING PHYSICIAN ASSISTANTS AND NURSES. 95896301 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 45 0 1 845 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 9 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 1 0 MA X STEPHEN JENNEY 7816248000 55 FOGG RD SOUTH WEYMOUTH MA 01290 ALLEN SMITH MD PRESIDENT & CEO 0.50 44.00 X X 0 1489491 181901 KIMBERLY DEVER MD DIRECTOR, CHIEF OB/GYN 0.50 43.00 X 0 773136 38170 AMANDA MARCHICA DO DIRECTOR 0.50 43.00 X 0 456576 36502 CHRISTOPHER DUCKO MD DIRECTOR AS OF 1/1/2025 0.50 4.00 X 0 90000 0 BRADFORD SAMPSON MEDICAL STAFF PRES. THRU 1/1/2025 0.50 4.00 X 0 40000 0 ELLEN ESSENFELD VICE CHAIR AS OF 1/1/2025 0.50 4.00 X X 0 0 0 THOMAS MCCARTHY CHAIR AS OF 1/1/2025 0.50 4.00 X X 0 0 0 ALAN MCKIM DIRECTOR 0.50 4.00 X 0 0 0 GRACE LEE DIRECTOR 0.50 4.00 X 0 0 0 KENNETH QUIGLEY JR DIRECTOR 0.50 4.00 X 0 0 0 MICHAEL SHEEHAN DIRECTOR 0.50 4.00 X 0 0 0 PAMELA O'LEARY CHAIR THRU 1/1/2025 0.50 4.00 X X 0 0 0 PAUL WANTANABE PHD DIRECTOR 0.50 4.00 X 0 0 0 PAULA L BECKER DIRECTOR 0.50 4.00 X 0 0 0 STEPHEN JENNEY CFO & TREASURER 0.50 44.00 X 0 585322 70881 JOSEPH R DRISCOLL ESQ SECRETARY 0.50 44.00 X 0 525219 38980 LINDA OLIVER VP AMBULATORY SERV. THRU 5/8/2025 40.00 0.00 X 366968 0 24441 SERGIO FEFER MD PHYSICIAN 40.00 0.00 X 777314 0 38980 THOMAS BAER MD PHYSICIAN 40.00 0.00 X 735263 0 31901 MATTHEW HJORT MD PHYSICIAN 40.00 0.00 X 696717 0 38980 TEJASH SHAH PHYSICIAN 40.00 0.00 X 688834 0 17743 STEVEN STARR MD PHYSICIAN 40.00 0.00 X 693141 0 31901 DAVID HALLE MD AMBULATORY MEDICAL DIR THRU 9/30/23 40.00 1.00 X 440973 0 38980 4399210 3959744 589360 143 1 1 0 FOXROCK LONGWATER II REALTY LLC 350 GRANITE STREET SUITE 2205 BRAINTREE MA 02184 MANAGEMENT COMPANY 3844631 SOUTH SUBURBAN GASTROENTEROLOGY PC 1085 MAIN STREET SOUTH WEYMOUTH MA 02190 PHYSICIAN SERVICES 1507587 BOSTON UNIVERSITY DERMATOLOGY 609 ALBANY STREET ROOM J-100 BOSTON MA 02118 PHYSICIAN SERVICES 729689 HANCOCK FLAG REALTY LLC PO BOX 690528 QUINCY MA 02169 MANAGEMENT COMPANY 724304 ATRIUS HEALTH 275 GROVE ST STE 2-300 NEWTON MA 024662275 MANAGEMENT COMPANY 570656 12 48767 48767 NET PATIENT SVCS. REV. 621110 79214988 79214988 PREMIUM REVENUE 621110 5652219 5652219 84867207 2980 2980 21375 0 21375 21375 21375 HOSPITAL SALARY SUPPOR 900099 9864018 9864018 BMC HEALTHNET PAYMENTS 900099 234969 234969 PHYSICIAN REIMBURSEMEN 900099 100064 100064 155080 155080 10354131 95294460 95221338 0 24355 154905 154905 61157249 53295789 7861460 13731114 12236535 1494579 5752780 5628298 124482 16121 16121 8828006 7087655 1740351 3044789 2642618 402171 7406470 6103537 1302933 170348 170078 270 1340966 930153 410813 1630538 1585760 44778 DRUGS & MED. SUPPLIES 5571383 5571383 EQUIP. MAINT. CONTRACT 430854 401254 29600 DUES 350260 105256 245004 ANSWERING SERVICE 105193 55547 49646 42834 82438 -39604 109733810 95896301 13837509 0 2394049 4738131 5107065 5472649 410602 490706 1607287 923749 17600790 12549936 4535844 5050854 5249084 5620462 33701545 30867468 53005476 53164019 7782587 9905996 4011 4011 60022757 72499066 67809355 82409073 X -14803879 -29245054 -14803879 -29245054 53005476 53164019 -14439350 -1825 0 X 0 1 X 1 0 X 5939950 0 0 0 48767 5988717 76000277 81787293 88653709 86253468 96224318 428919065 81940227 81787293 88653709 86253468 96273085 434907782 0 0 0 434907782 1108805 21375 21375 22076 24355 1197986 1108805 21375 21375 22076 24355 1197986 83049032 81808668 88675084 86275544 96297440 436105768 0.99730 0.99570 0.00270 0.00430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 400772 63870 336902 5711614 3902540 1809074 11488404 8583526 2904878 5050854 A/R - OTHER 320743 SECURITY DEPOSITS 160667 DUE FROM THIRD PARTIES 4886473 ROU ASSETS 25499585 30867468 DUE TO AFFILIATES 38420968 DUE TO THIRD PARTY 689884 PHYSICIAN BENEFITS PAYABLE 5602599 ROU LEASE LIABILITY 27785615 72499066 X PART X, LINE 2: THE CORPORATION FOLLOWS THE PROVISIONS OF FASB ASC 740, INCOME TAXES, RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. ASC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. IT PRESCRIBES AN UNCERTAINTY THRESHOLD AND MEASUREMENT ATTRIBUTES FOR FINANCIAL STATEMENT DISCLOSURE OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. 0 0 0 0 0 0 0 1 0 ALLEN SMITH MD PRESIDENT & CEO 0 1013690 0 465133 0 10668 0 160350 0 21551 0 1671392 0 250000 SERGIO FEFER MD PHYSICIAN 622311 0 151391 0 3612 0 10350 0 28630 0 816294 0 0 0 KIMBERLY DEVER MD DIRECTOR, CHIEF OB/GYN 0 645560 0 97793 0 29783 0 10350 0 27820 0 811306 0 0 THOMAS BAER MD PHYSICIAN 729247 0 540 0 5476 0 10350 0 21551 0 767164 0 0 0 MATTHEW HJORT MD PHYSICIAN 677715 0 15390 0 3612 0 10350 0 28630 0 735697 0 0 0 STEVEN STARR MD PHYSICIAN 656707 0 25766 0 10668 0 10350 0 21551 0 725042 0 0 0 TEJASH SHAH PHYSICIAN 661170 0 27121 0 543 0 10350 0 7393 0 706577 0 0 0 STEPHEN JENNEY CFO & TREASURER 0 533878 0 45900 0 5544 0 20700 0 50181 0 656203 0 0 JOSEPH R DRISCOLL ESQ SECRETARY 0 458111 0 39321 0 27787 0 10350 0 28630 0 564199 0 0 AMANDA MARCHICA DO DIRECTOR 0 275810 0 180390 0 376 0 10350 0 26152 0 493078 0 0 DAVID HALLE MD AMBULATORY MEDICAL DIR THRU 9/30/23 432403 0 5005 0 3565 0 10350 0 28630 0 479953 0 0 0 LINDA OLIVER VP AMBULATORY SERV. THRU 5/8/2025 329389 0 28178 0 9401 0 10350 0 14091 0 391409 0 0 0 PART I, LINE 3 THE VICE PRESIDENT OF AMBULATORY CARE 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 7 THE NON-FIXED PAYMENTS PROVIDED CONSIST OF STIPENDS. BONUS PAYMENTS PAID TO PHYSICIANS ARE NON-FIXED BASED ON PRODUCTIVITY. FORM 990, PART VI, SECTION A, LINE 2 MANY OF THE PERSONS LISTED IN PART VII HAVE A "BUSINESS RELATIONSHIP" WITH ONE ANOTHER DUE TO THE OVERLAPPING BOARD STRUCTURE OF SOUTH SHORE HEALTH SYSTEM AND ITS RELATED ENTITIES. FORM 990, PART VI, SECTION A, LINE 6 COASTAL MEDICAL ASSOCIATES, INC. D/B/A SOUTH SHORE PHYSICIAN AMBULATORY ENTERPRISE IS THE SOLE MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A OFFICERS AND DIRECTORS ARE ELECTED ANNUALLY BY A BOARD VOTE OF THE SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS PREPARED INTERNALLY AND REVIEWED BY THE TAX PRACTICE OF ITS INDEPENDENT AUDITORS. THE RETURN IS THEN REVIEWED BY THE CFO/TREASURER. FORM 990 IS UPLOADED TO THE GOVERNING BOARD'S WEB PORTAL FOR ALL BOD MEMBERS TO REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST FORM ANNUALLY. THE FORMS ARE THEN REVIEWED FOR CONFLICTS OR POTENTIAL CONFLICTS. BOARD MEMBERS ABSTAIN FROM VOTING ON MATTERS THAT PRESENT A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15B THE PRESIDENT AND/OR THE VICE PRESIDENT OF AMBULATORY CARE, IS CONSIDERED A SOUTH SHORE HEALTH SYSTEM EXECUTIVE; ALL EXECUTIVE COMPENSATION DECISIONS ARE MADE BY THE SSHS PRESIDENT/CEO, USING THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTOR'S APPROVED PHILOSOPHY AND PAY APPROACH FOR THE EXECUTIVE TEAM. THE COMPENSATION COMMITTEE IS INDEPENDENT AND CONSISTS SOLELY OF MEMBERS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH REGARDS TO COMPENSATION MATTERS. ANNUAL COMPENSATION DECISIONS FOR COASTAL (SSPAE) PHYSICIANS AND ADVANCED PRACTICE CLINICIAN EMPLOYEES ARE ALSO MADE BY SSHS AND ARE BASED ON A COMBINATION OF ADVICE AND RESEARCH PROVIDED BY OUTSIDE CONSULTANTS, REVIEW OF COMPARABLE INDUSTRY DATA AND MARKET CONDITIONS. FORM 990, PART VI, SECTION C, LINE 19 SOUTH SHORE MEDICAL CENTER MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR INSPECTION AT THE CORPORATION'S OFFICE. COPIES OF THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. IN ADDITION, CERTAIN GOVERNING DOCUMENTS ARE ALSO AVAILABLE THROUGH THE MASSACHUSETTS SECRETARY OF THE COMMONWEALTH'S CORPORATIONS DIVISION DATABASE. SOUTH SHORE HOSPITAL INC 55 FOGG ROAD SOUTH WEYMOUTH MA 02190 042769210 HOSPITAL MA 501(C)(3) 3 SOUTH SHORE HEALTH SYSTEM INC 1 SOUTH SHORE PROPERTY INC 55 FOGG ROAD SOUTH WEYMOUTH MA 02190 050398822 DEVELOPS AND MANAGES REAL PROPERTY FOR SOUTH SHORE HOSPITAL AND AFFILIATES MA 501(C)(3) 12A, I SOUTH SHORE HEALTH SYSTEM INC 1 COASTAL MEDICAL ASSOCIATES INC 55 FOGG ROAD SOUTH WEYMOUTH MA 02190 043170333 PROVIDES SPECIALIZED MEDICAL CARE MA 501(C)(3) 3 SOUTH SHORE HEALTH SYSTEM INC 1 METROSOUTH OBSTETRICS & GYNECOLOGY INC 55 FOGG ROAD SOUTH WEYMOUTH MA 02190 330998957 PROVIDES SPECIALIZED MEDICAL CARE MA 501(C)(3) 3 SOUTH SHORE HOSPITAL INC 1 ATLANTIC WOMEN'S HEALTH INC 55 FOGG ROAD SOUTH WEYMOUTH MA 02190 200156651 PROVIDES SPECIALIZED MEDICAL CARE MA 501(C)(3) 3 SOUTH SHORE HOSPITAL INC 1 SOUTH SHORE HEALTH EXPRESS INC 55 FOGG ROAD SOUTH WEYMOUTH MA 02190 452385865 OPERATES MEDICAL URGENT CARE CENTERS MA 501(C)(3) 10 COASTAL MEDICAL ASSOCIATES INC 1 CONNECTED CARE OF SOUTHEASTERN MASSACHUSETTS INC 55 FOGG ROAD SOUTH WEYMOUTH MA 02190 823503666 OPERATE AN ACCOUNTABLE CARE ORGANIZATION MA 501(C)(3) 10 SOUTH SHORE HEALTH SYSTEM INC 1 SOUTH SHORE HEALTH SYSTEM INC 55 FOGG ROAD SOUTH WEYMOUTH MA 02190 042105926 SUPPORTS THE CHARITABLE MISSION OF SOUTH SHORE HOSPITAL AND ITS AFFILIATES MA 501(C)(3) 12B, II N/A 1 SOUTH SHORE HEALTH INTEGRATED DELIVERY NETWORK INC 55 FOGG RD SOUTH WEYMOUTH MA 02190 852785921 TO DEVELOP & MAINTAIN A NETWORK OF PROVIDERS FOR DELIVERY OF HEALTHCARE SERV MA N/A C 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 1 SOUTH SHORE HEALTH SYSTEM INC L 10866900 COST SOUTH SHORE HOSPITAL INC L 55547 COST SOUTH SHORE HEALTH SYSTEM INC N 368104 COST SOUTH SHORE HOSPITAL INC Q 2717641 COST SOUTH SHORE HOSPITAL INC S 9864019 COST SOUTH SHORE HOSPITAL INC O 500878 COST