2026-08-15T07:18:01-05:00 2025-09-30 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 462045108 990 2024-10-01 452385865 SOUTH SHORE HEALTH EXPRESS INC SOUT 7816248000 55 FOGG ROAD SOUTH WEYMOUTH MA 02190 STEPHEN JENNEY SVP & CFO 7816248000 2026-08-14 1 0 SHAWNA M JANSONS P01222873 3174648600 2024 2025-03-06 01:10:19Z STEPHEN JENNEY 55 FOGG ROAD SOUTH WEYMOUTH MA 02190 11958350 0 X N/A X 2011 MA SOUTH SHORE HEALTH EXPRESS PROVIDES COMPREHENSIVE, URGENT MEDICAL CARE TO THE RESIDENTS OF SOUTHEASTERN MASSACHUSETTS THROUGH MEDICAL FACILITIES IN SEVEN COMMUNITIES. ALSO, SOUTH SHORE HEALTH EXPRESS SUPPORTS AND FURTHERS THE MISSION OF THE SOUTH SHORE HEALTH SYSTEM, INCLUDING THAT OF ITS AFFILIATES, WHICH IS TO PROMOTE THE GENERAL HEALTH AND WELL-BEING OF THE RESIDENTS OF SOUTHEASTERN MASSACHUSETTS. 12 9 168 9 0 0 0 0 13960873 11955337 0 0 29148 3013 13990021 11958350 0 0 0 0 8425497 8229115 0 0 0 8217901 7473631 16643398 15702746 -2653377 -3744396 14226589 9374069 34516670 33608766 -20290081 -24234697 NONE 0 0 9904387 11958350 SOUTH SHORE HEALTH EXPRESS PROVIDED URGENT CARE MEDICAL SERVICES TO THE RESIDENTS OF SOUTHEASTERN MASSACHUSETTS THROUGH RETAIL LOCATIONS IN SEVEN COMMUNITIES. ALSO, SOUTH SHORE HEALTH EXPRESS SUPPORTED AND FURTHERED THE MISSION OF THE SOUTH SHORE HEALTH SYSTEM, INCLUDING THAT OF AFFILIATE, SOUTH SHORE HOSPITAL, INC. 9904387 1 0 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 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 15 0 1 168 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 0 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 ANTOINETTE ENG MD PHYSICIAN 40.00 0.00 X 359052 0 14096 JAMES MENSCHING MD PHYSICIAN 40.00 0.00 X 331758 0 37916 KATHERINE COMIS VP OF OPERATIONS 40.00 0.00 X 220977 0 128985 MARK DURFEE MD PHYSICIAN 40.00 0.00 X 272887 0 34087 BARRY FISHER MD PHYSICIAN 40.00 0.00 X 270381 0 13713 1455055 3959744 595231 13 0 1 0 REAL RADIOLOGY LLC 17310 WRIGHT ST SUITE 103 OMAHA NE 68130 RADIOLOGY SERVICES 197535 STERLING UNITED PROPERTIES II LP PO BOX 209372 AUSTIN TX 787209372 MANAGEMENT COMPANY 108450 THAYER REALTY TRUST 320 WASHINGTON ST WEYMOUTH MA 02188 MANAGEMENT COMPANY 104381 3 NET PATIENT SVCS. REV 621110 11635913 11635913 OCCUPATIONAL HLTH. SVC 621999 319424 319424 11955337 MEDICAL RECORD INCOME 900099 3013 3013 3013 11958350 11958350 0 0 6592787 5262146 1330641 1636328 1306063 330265 619517 208758 410759 15766 15766 757692 16819 740873 291041 291041 903785 738713 165072 3594 3594 17813 17813 1521468 1521468 1122503 215148 907355 112045 100029 12016 MEDICAL SUPPLIES 1993455 1993455 TAXES 28830 28830 WASTE DISPOSAL 28236 12110 16126 REPAIRS 21141 21141 36745 12192 24553 15702746 9904387 5798359 0 5649498 1475897 1597129 713736 234015 234015 171141 146449 3990435 2235031 653280 1755404 231900 289658 3780645 2873290 1908981 1885620 14226589 9374069 1023429 881821 2810736 1412304 22891773 0 7790732 31314641 34516670 33608766 X -20290081 -24234697 -20290081 -24234697 14226589 9374069 X -3744396 -200220 X 0 1 X 1 0 X X 1 SOUTH SHORE HOSPITAL INC 042769210 3 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SCHEDULE A, PART IV, SECTION D, LINE 3: SOUTH SHORE HEALTH EXPRESS SUPPORTED SOUTH SHORE HOSPITAL, INC. IN JANUARY 2018, THE BOARD COMPOSITION FOR THE HEALTH SYSTEM AND ALL RELATED ORGANIZATIONS WERE ALIGNED. THIS GAVE THE SUPPORTED ORGANIZATIONS SIGNIFICANT SAY IN THE STRATEGIC DIRECTION OF THE CORPORATION. INCOME TO HEALTH EXPRESS DIRECTLY SUPPORTED SOUTH SHORE HOSPITAL IN THE DEVELOPMENT AND IMPLEMENTATION OF HEALTH EXPRESS'S INITIATIVES. SCHEDULE A, PART IV, SECTION E, LINE 2A: SOUTH SHORE HEALTH EXPRESS (HXP) OPERATED TO EXCLUSIVELY SUPPORT AND FURTHER THE MISSION OF SOUTH SHORE HOSPITAL, INC. (SSH). 100% OF HXP'S ACTIVITIES DIRECTLY FURTHERED THE EXEMPT PURPOSES OF SOUTH SHORE HOSPITAL BY PROVIDING URGENT MEDICAL CARE SERVICES FOR ALL INDIVIDUALS IN THE HOSPITAL'S SERVICE AREA. SCHEDULE A, PART IV, SECTION E, LINE 2B: WERE IT NOT FOR HXP, SOUTH SHORE HOSPITAL, A SUPPORTED ORGANIZATION, WOULD ENGAGE IN THE ACTIVITIES HXP UNDERTAKES-PROVIDE URGENT MEDICAL CARE FOR THOSE INDIVIDUALS LIVING IN SOUTHEASTERN MASSACHUSETTS. 175354 73064 102290 1779638 1536472 243166 2035443 625495 1409948 1755404 SECURITY DEPOSITS 12762 ROU ASSETS 1872858 1885620 DUE TO AFFILIATES 29071955 ROU LEASE LIABILITY 1953028 EXECUTIVE BENEFITS 289658 31314641 X PART X, LINE 2: THE CORPORATION FOLLOWS THE PROVISION 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 KIMBERLY DEVER MD DIRECTOR, CHIEF OB/GYN 0 645560 0 97793 0 29783 0 10350 0 27820 0 811306 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 ANTOINETTE ENG MD PHYSICIAN 356465 0 950 0 1637 0 10350 0 3746 0 373148 0 0 0 JAMES MENSCHING MD PHYSICIAN 325347 0 3350 0 3061 0 9286 0 28630 0 369674 0 0 0 KATHERINE COMIS VP OF OPERATIONS 203112 0 17245 0 620 0 125239 0 3746 0 349962 0 0 0 MARK DURFEE MD PHYSICIAN 263581 0 8010 0 1296 0 5457 0 28630 0 306974 0 0 0 BARRY FISHER MD PHYSICIAN 257523 0 1250 0 11608 0 0 0 13713 0 284094 0 0 0 PART I, LINE 3 THE PRESIDENT/CEO OF THE CORPORATION RECEIVES COMPENSATION FOR SERVICES PERFORMED FOR A RELATED ORGANIZATION. THE COMPENSATION COMMITTEE OF SOLE MEMBER, SOUTH SHORE HEALTH SYSTEM, 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 BONUS PAYMENTS PAID TO PHYSICIANS ARE NON-FIXED BASED ON PRODUCTIVITY. CHRISTOPHER WHELAN FORMER KEY EMPLOYEE PURCHASE OF HEALTH EXPRESS X 9900000 1412304 0 1 1 1412304 FORM 990, PART VI, SECTION A, LINE 2 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 ORGANIZATION. 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 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 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 15 THE VICE PRESIDENT OF COASTAL MEDICAL ASSOCIATIONS, INC. D/B/A SOUTH SHORE PHYSICIAN AMBULATORY ENTERPRISE, INC. IS CONSIDERED A SOUTH SHORE HEALTH SYSTEM EXECUTIVE; ALL EXECUTIVE COMPENSATION DECISIONS ARE MADE BY THE SOUTH SHORE HEALTH SYSTEM, INC. (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 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 HEALTH EXPRESS 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. FORM 990, PART XI, LINE 9: LOSS ON EXTINGUISHMENT OF DEBT -200,220. 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 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 MEDICAL CENTER INC 143 LONGWATER DRIVE NORWELL MA 02061 042297845 SPECIALIZED AND PRIMARY MEDICAL CARE MA 501(C)(3) 10 COASTAL MEDICAL ASSOCIATES 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 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 SOUTH SHORE HOSPITAL INC L 1044577 COST