Civic Intelligence

Coastal Medical Associates Inc

EIN 04-3170333 • 501(c)3 • South Weymouth, MA

Profile

Coastal Medical Associates provides primary and specialty care physicians to South Shore Hospital, a related organization. In addition, Coastal Medical Associates d/b/a South Shore Physician Ambulatory Enterprise (SSPAE) organizes, coordinates and integrates physicians, advanced practice clinicians and other ambulatory care providers into a broader system of health care for the benefit of the communities served by South Shore Hospital and its affiliates.

55 Fogg RoadSouth Weymouth, MA 02190

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.62x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.21x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

40th percentile

0.3%

Higher net margin than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

100th percentile

$1,446,616

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 57.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

3rd percentile

-78%

Faster asset growth than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-72%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$853,640

Down $2,953,473 (-78%) from 2023

Liabilities

Down

$531,594

Down $2,953,473 (-85%) from 2023

Net Assets

Flat

$322,046

Flat from 2023

Revenue

Down

$2,511,955

Down $6,394,304 (-72%) from 2023

Expenses

Down

$2,505,559

Down $6,400,700 (-72%) from 2023

Net Income

Up

$6,396

Up $6,396 from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0-$5.0MAssets 2011: $1,966,449Liabilities 2011: $1,644,403Net Assets 2011: $322,0462011Assets 2012: $2,073,974Liabilities 2012: $1,751,928Net Assets 2012: $322,0462012Assets 2013: $2,221,093Liabilities 2013: $1,899,047Net Assets 2013: $322,0462013Assets 2014: $2,869,142Liabilities 2014: $2,639,636Net Assets 2014: $229,5062014Assets 2015: $6,852,231Liabilities 2015: $7,291,184Net Assets 2015: -$438,9532015Assets 2016: $8,014,931Liabilities 2016: $7,692,885Net Assets 2016: $322,0462016Assets 2017: $5,870,289Liabilities 2017: $5,548,243Net Assets 2017: $322,0462017Assets 2018: $3,556,409Liabilities 2018: $3,234,363Net Assets 2018: $322,0462018Assets 2019: $4,007,529Liabilities 2019: $3,685,483Net Assets 2019: $322,0462019Assets 2020: $9,380,014Liabilities 2020: $9,057,968Net Assets 2020: $322,0462020Assets 2021: $4,039,266Liabilities 2021: $3,717,220Net Assets 2021: $322,0462021Assets 2022: $6,057,013Liabilities 2022: $5,734,967Net Assets 2022: $322,0462022Assets 2023: $3,807,113Liabilities 2023: $3,485,067Net Assets 2023: $322,0462023Assets 2024: $853,640Liabilities 2024: $531,594Net Assets 2024: $322,0462024

Highlighted filing

2024

Assets$853,640
Liabilities$531,594
Net Assets$322,046

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $11,343,525Expenses 2011: $11,343,525Net Income 2011: $02011Revenue 2012: $10,299,020Expenses 2012: $10,299,020Net Income 2012: $02012Revenue 2013: $10,141,841Expenses 2013: $10,141,841Net Income 2013: $02013Revenue 2014: $11,092,496Expenses 2014: $11,630,427Net Income 2014: -$537,9312014Revenue 2015: $14,173,245Expenses 2015: $16,996,651Net Income 2015: -$2,823,4062015Revenue 2016: $15,684,305Expenses 2016: $15,684,305Net Income 2016: $02016Revenue 2017: $5,647,939Expenses 2017: $5,647,939Net Income 2017: $02017Revenue 2018: $4,273,160Expenses 2018: $4,273,160Net Income 2018: $02018Revenue 2019: $4,539,810Expenses 2019: $4,539,810Net Income 2019: $02019Revenue 2020: $4,973,240Expenses 2020: $4,973,240Net Income 2020: $02020Revenue 2021: $5,719,679Expenses 2021: $5,719,679Net Income 2021: $02021Revenue 2022: $11,743,484Expenses 2022: $11,743,484Net Income 2022: $02022Revenue 2023: $8,906,259Expenses 2023: $8,906,259Net Income 2023: $02023Revenue 2024: $2,511,955Expenses 2024: $2,505,559Net Income 2024: $6,3962024

Highlighted filing

2024

Revenue$2,511,955
Expenses$2,505,559
Net Income$6,396

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.53$0.32$2.51$2.51$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.81$3.49$0.32$8.91$8.91$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.06$5.73$0.32$11.7$11.7$0.00
2021Detailed filing. Detailed filing data is available for this year.$4.04$3.72$0.32$5.72$5.72$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.38$9.06$0.32$4.97$4.97$0.00
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.01$3.69$0.32$4.54$4.54$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$3.23$0.32$4.27$4.27$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.87$5.55$0.32$5.65$5.65$0.00
2016Detailed filing. Detailed filing data is available for this year.$8.01$7.69$0.32$15.7$15.7$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.85$7.29$0.44$14.2$17.0$2.82
2014Detailed filing. Detailed filing data is available for this year.$2.87$2.64$0.23$11.1$11.6$0.54
2013Summary only. Only limited summary data is available for this year.$2.22$1.90$0.32$10.1$10.1$0.00
2012Summary only. Only limited summary data is available for this year.$2.07$1.75$0.32$10.3$10.3$0.00
2011Summary only. Only limited summary data is available for this year.$1.97$1.64$0.32$11.3$11.3$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 15, 2025
Return Version
2023v6.0
Gross Receipts
$2,511,955
Mission and Program Overview

Mission

Coastal Medical Associates provides specialty care physicians to South Shore Hospital and South Shore Medical Center, related organizations. In addition, Coastal Medical Associates d/b/a South Shore Physician Ambulatory Enterprise (SSPAE) organizes, coordinates and integrates physicians, advanced practice clinicians and other ambulatory care providers into a broader system of health care for the benefit of the communities served by South Shore Hospital and its affiliates.

Coastal medical associates d/b/a south shore physician ambulatory enterprise (sspae) organizes, coordinates and integrates physicians, advanced practice clinicians and other ambulatory care providers into a broader system of health care for the benefit of the communities served by south shore hospital and its affiliates. In addition, coastal medical associates provides specialty care physicians to south shore hospital, south shore medical center, and south shore health express, related organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Intangible Assets$383,713$239,646▼ $144,067
Prepaid Expenses and Deferred Charges$178,325$0▼ $178,325
Cash and Non-Interest-Bearing Accounts$2,509,261$95,534▼ $2,413,727
Accounts Receivable$244,803$56,649▼ $188,154
Investments in Publicly Traded Securities$53,254$0▼ $53,254
Land, Buildings, and Equipment, Net$9,051$0▼ $9,051
Total Assets$3,807,113$853,640▼ $2,953,473
Other Assets Total$428,706$461,811▲ $33,105
Liabilities
Accounts Payable and Accrued Expenses$971,267$291,947▼ $679,320
Other Liabilities$2,513,800$239,647▼ $2,274,153
Total Liabilities$3,485,067$531,594▼ $2,953,473
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$322,046$322,046→ $0
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$322,046$322,046→ $0
Total Liabilities and Net Assets / Fund Balance$3,807,113$853,640▼ $2,953,473

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$492,037$492,037
Leasehold Improvements$0$270,909$270,909
Buildings$0$9,076$9,076
Other Assets Org$461,811--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie Wakeley MdPhysicianFT$601,884$43,180$645,064
Katelyn Dorney MdPhysicianFT$445,906$56,413$502,319
Thomas Baer MdPhysicianFT$359,537$28,980$388,517
Thomas Lyons MdPhysicianFT$313,115$73,056$386,171
Tyler Silverman MdPhysicianFT$354,485$21,980$376,465
Bradford SampsonDirector--$80,000$80,000

Board Members and Trustees

NameTitle
PAMELA O'LEARYChair
Allen Smith MdPresident & CEO
Thomas MccarthyVice Chair
Alan MckimDirector
Ellen EssenfeldDirector
Michael SheehanDirector
Paul Wantanabe PhdDirector
Paula L BeckerDirector
Amanda Marchica DoDirector as of 10/1/2023
Grace LeeDirector as of 10/1/2023
Kenneth Quigley JrDirector as of 10/1/2023
Christopher OddleifsonDirector Thru 12/31/2023
Helen GarveyDirector Thru 12/31/2023
Pamela WheltonDirector Thru 12/31/2023
Justin CampbellDirector Thru 9/30/2023
Michael Ayers MdDirector Thru 9/30/2023
Kimberly Dever MdDirector, Chief Ob/gyn
Stephen JenneyCFO & Treas. as of 10/1/23
Kristine Hanscom CPA Mst CgmaFormer Treas. & CFO (thru 5/31/23)
Joseph R Driscoll EsqSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Chartis Clinical Quality SolutionsConsultingPO BOX 733715, Dallas, TX 75373-3715$167,600
Susan WalshPhysician Services981 CANTON AVENUE, Milton, MA 02186$154,350
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,263,449
Investment Income
$0
Other Revenue
$-751,494
Change in Net Assets
$6,396
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,272,065
Other Expenses$1,233,494
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$967,597$3,510-$971,107
Information Technology-$375,342-$375,342
Other Employee Benefits$300,185$773-$300,958
Fees for Services Other$246,922--$246,922
Office Expenses$1,166$81,346-$82,512
Insurance$34,636--$34,636
All Other Expenses$4,117$876-$4,993
Other Expenses$4,290$50,057-$4,290
Depreciation Depletion$1,128--$1,128
Total Functional Expenses$1,567,052$938,507$0$2,505,559
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rou Lease Liability$239,647
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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

The sole member of the corporation is the chief medical officer of south shore health system, inc. Or some other massachusetts licensed physican designee selected by the board of directors. For the fiscal year ended september 30, 2024, jason tracy was the cmo & sole member.

Form 990, Part VI, Section A, Line 7A

The sole member has the power to appoint and replace board members.

Form 990, Part VI, Section A, Line 7B

The sole member has the power to elect the board, ratify changes to the corporation's articles of organization, ratify the sale, consolidation or merger of the corporation and dispose of the organization's property, and amend or repeal the bylaws.

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 president of coastal medical associates, inc. D/b/a south shore physician ambulatory enterprise, inc. Is considered a south shore health system (sshs) 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

Coastal medical associates 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.

Filing and Contact Details

Filer

Filer Name
Coastal Medical Associates Inc
EIN
04-3170333
Phone
7816248000
Address
55 FOGG ROAD, SOUTH WEYMOUTH, MA 02190
Doing Business As
South Shore Physician Ambulatory Ent

Signing Officer

Name
Stephen Jenney
Title
SVP & CFO
Phone
7816248000
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Jenney
Formed
1992
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
8
Employees
75
Volunteers
8

Preparer

Firm
Deloitte Tax Llp
Address
111 MONUMENT CIRCLE SUITE 4200, INDIANAPOLIS, IN 46204-5108
Preparer
Shawna M Jansons
Phone
3174648600
Supplemental Narrative

Financial Statement Notes

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.

Raw XML AppendixShowing 400 of 904 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0971267
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0291947
IRS990/AccountsReceivableGrp/BOYAmt0244803
IRS990/AccountsReceivableGrp/EOYAmt056649
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0COASTAL MEDICAL ASSOCIATES D/B/A SOUTH SHORE PHYSICIAN AMBULATORY ENTERPRISE (SSPAE) ORGANIZES, COORDINATES AND INTEGRATES PHYSICIANS, ADVANCED PRACTICE CLINICIANS AND OTHER AMBULATORY CARE PROVIDERS INTO A BROADER SYSTEM OF HEALTH CARE FOR THE BENEFIT OF THE COMMUNITIES SERVED BY SOUTH SHORE HOSPITAL AND ITS AFFILIATES. IN ADDITION, COASTAL MEDICAL ASSOCIATES PROVIDES SPECIALTY CARE PHYSICIANS TO SOUTH SHORE HOSPITAL, SOUTH SHORE MEDICAL CENTER, AND SOUTH SHORE HEALTH EXPRESS, RELATED ORGANIZATIONS.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0876
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04117
IRS990/AllOtherExpensesGrp/TotalAmt04993
IRS990/AnnualDisclosureCoveredPrsnInd01
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IRS990/BooksInCareOfDetail/PhoneNum07816248000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt055 FOGG RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SOUTH WEYMOUTH
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
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IRS990/DescribedInSection501c3Ind01
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
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IRS990/Form990PartVIISectionAGrp/PersonNm1KIMBERLY DEVER MD
IRS990/Form990PartVIISectionAGrp/PersonNm2AMANDA MARCHICA DO
IRS990/Form990PartVIISectionAGrp/PersonNm3BRADFORD SAMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm4PAMELA O'LEARY
IRS990/Form990PartVIISectionAGrp/PersonNm5THOMAS MCCARTHY
IRS990/Form990PartVIISectionAGrp/PersonNm6ALAN MCKIM
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRISTOPHER ODDLEIFSON
IRS990/Form990PartVIISectionAGrp/PersonNm8ELLEN ESSENFELD
IRS990/Form990PartVIISectionAGrp/PersonNm9GRACE LEE
IRS990/Form990PartVIISectionAGrp/PersonNm10HELEN GARVEY
IRS990/Form990PartVIISectionAGrp/PersonNm11KENNETH QUIGLEY JR
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IRS990/Form990PartVIISectionAGrp/PersonNm13PAMELA WHELTON
IRS990/Form990PartVIISectionAGrp/PersonNm14PAUL WANTANABE PHD
IRS990/Form990PartVIISectionAGrp/PersonNm15PAULA L BECKER
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IRS990/Form990PartVIISectionAGrp/PersonNm18KATIE WAKELEY MD
IRS990/Form990PartVIISectionAGrp/PersonNm19KATELYN DORNEY MD
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IRS990/Form990PartVIISectionAGrp/PersonNm24MICHAEL AYERS MD
IRS990/Form990PartVIISectionAGrp/PersonNm25KRISTINE HANSCOM CPA MST CGMA
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR, CHIEF OB/GYN
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR AS OF 10/1/2023
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR THRU 12/31/2023
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR AS OF 10/1/2023
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR THRU 12/31/2023
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR AS OF 10/1/2023
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR THRU 12/31/2023
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO & TREAS. AS OF 10/1/23
IRS990/Form990PartVIISectionAGrp/TitleTxt18PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt19PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt20PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt21PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt22PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR THRU 9/30/2023
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR THRU 9/30/2023
IRS990/Form990PartVIISectionAGrp/TitleTxt25FORMER TREAS. & CFO (THRU 5/31/23)
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IRS990/OtherExpensesGrp/Desc3PATIENT RELATED ITEMS
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IRS990/PrincipalOfficerNm0STEPHEN JENNEY
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