2023-11-28T14:23:55-06:00 2022-06-30 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD 600 METAIRIE LA 700054958 990 2021-07-01 720786847 NOTRE DAME HEALTH SYSTEM NOTR 5042273600 7887 WALMSLEY AVENUE NEW ORLEANS LA 70125 SHERRI GUIDRY PRESIDENT 5042273600 2023-11-21 1 SHERRI GUIDRY 999009999 JOHN S WILES CPA P01222673 5048355522 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X SHERRI GUIDRY 7887 WALMSLEY AVENUE NEW ORLEANS LA 70125 62643540 0 0928 X WWW.NOTREDAMEHEALTH.ORG X 1975 LA AS A MINISTRY OF THE ARCHDIOCESE OF NEW ORLEANS,STEEPED IN RICH,(CONTINUED ON SCHEDULE O) CATHOLIC-BASED TRADITION, NOTRE DAME HEALTH SYSTEM ENCOMPASSES A SPECTRUM OF HEALTHCARE SERVICES INCLUDING HOME CARE, INDEPENDENT CARE, ASSISTED LIVING, SKILLED NURSING AND REHABILITATION, MEMORY CARE, HOME HEALTH AND HOSPICE CARE. OUR SERVICES ARE CAREFULLY TAILORED TO PROMOTE HEALTH OF INDIVIDUALS NAVIGATING THE COURSE OF LIFE'S JOURNEY, OFFERING IN-HOME CARE AND THREE RESIDENTIAL COMMUNITIES. X 6 5 833 0 0 0 2198729 8126404 48599926 46285134 163731 127444 262434 301271 51224820 54840253 629389 13085787 0 0 28883881 27873344 0 0 0 32757460 35442646 62270730 76401777 -11045910 -21561524 45735618 23096156 18188908 17446475 27546710 5649681 X ROOTED IN THE LOVING MINISTRY OF JESUS AS HEALER, WE PROVIDE A CONTINUUM OF COMPASSIONATE CARE IN AN ENVIRONMENT THAT EMPOWERS, EDUCATES AND NURTURES THE WHOLE PERSON. AS AN INTENTIONAL SPIRITUAL COMMUNITY, WE DEDICATE OURSELVES TO (CONTINUED ON SCHEDULE O) PERSON-CENTERED HOLISTIC CARE. WE ARE, WITH GOD'S HELP, A WELCOMING COMMUNITY - UNITED TO CREATE A SPIRIT OF HEALING FOR THOSE WE ARE PRIVILEGED TO SERVE AND FOR ONE ANOTHER. 0 0 44083330 13085787 30962900 NOTRE DAME HEALTH SYSTEM OPERATES SKILLED NURSING FACILITIES (CHATEAU DE NOTRE DAME, WYNHOVEN HEALTH CARE CENTER, AND OUR LADY OF WISDOM HEALTH CARE CENTER) WITH A TOTAL OF 462 DUALLY CERTIFIED MEDICARE AND MEDICAID BEDS. THE CHATEAU DE NOTRE DAME FACILITY ("CHATEAU") IS LICENSED FOR 171 BEDS (13 OF THE BEDS MAKE UP THE MEMORY CARE UNIT). THE WYNHOVEN HEALTH CARE FACILITY ("WYNHOVEN") IS LICENSED FOR 188 BEDS (22 OF THE BEDS MAKE UP THE MEMORY CARE UNIT) AND THE OUR LADY OF WISDOM HEALTH CARE FACILITY ("WISDOM") IS LICENSED FOR 138 BEDS. THE AVERAGE DAILY CENSUS FOR MEDICARE WAS 22.23 AT CHATEAU, 7.87 AT WYNHOVEN, AND 7.41 AT WISDOM. THE AVERAGE DAILY CENSUS FOR MEDICAID WAS 89.56 AT CHATEAU, 78.62 AT WYNHOVEN, AND (CONTINUED ON SCHEDULE O) 70.69 AT WISDOM. THE AVERAGE DAILY CENSUS FOR SEMI PRIVATE AND PRIVATE WAS 33.46 AT CHATEAU, 6.81 AT WYNHOVEN, AND 27.69 AT WISDOM. PHYSICAL, OCCUPATIONAL, AND SPEECH REHABILITATION THERAPY AS PRESCRIBED FOR THE INDIVIDUAL PATIENT BY THE ATTENDING PHYSICIAN ARE AVAILABLE IF NEEDED AT THE SKILLED NURSING FACILITIES. CUSTODIAL CARE AND HOSPICE SERVICES ARE ALSO PROVIDED AT CHATEAU, WYNHOVEN, AND WISDOM. THESE FACILITIES OPERATE WITH THE BELIEF THAT REMAINING MENTALLY AND PHYSICALLY ACTIVE IS THE KEY TO MAXIMIZING QUALITY OF LIFE. AS SUCH, WE ENCOURAGE RESIDENTS TO TAKE PART IN THE MANY INDIVIDUAL AND GROUP ACTIVITIES OFFERED, RANGING FROM ARTS AND CRAFTS TO READING, GAMES, PARTIES, MOVIES, THE EVER-POPULAR BINGO, AND MORE. MOST IMPORTANTLY, HOWEVER, WE BELIEVE THAT THE MOST FULFILLED LIFE IS THE ONE STRENGTHENED BY FAITH, LIVED IN A SUPPORTIVE ENVIRONMENT BUILT ON STRONG SPIRITUAL FOUNDATIONS. AT THE FOREFRONT OF OUR MISSION, NOTRE DAME HEALTH SYSTEM PROVIDES DEEP FAITH-BASED CARE TO ASSIST AND ENCOURAGE RESIDENTS OF ALL FAITHS ALONG THEIR OWN INDIVIDUAL JOURNEYS. 5854089 10182645 NOTRE DAME HOSPICE IS A MINISTRY OF THE ARCHDIOCESE OF NEW ORLEANS AND IS LICENSED TO PROVIDE HOSPICE SERVICES IN THREE DEFINED SERVICE AREAS: THE GREATER NEW ORLEANS AREA, THE MISSISSIPPI GULF COAST, AND GREATER BATON ROUGE. NOTRE DAME HOSPICE STRIVES TO PROVIDE QUALITY, COMPASSIONATE HEALTH CARE AND SUPPORT SERVICES IN A CHRISTIAN ENVIRONMENT, RESPECTING THE UNIQUENESS OF EACH PERSON, PROMOTING AND ENHANCING THE QUALITY OF LIFE, AND PRESERVING DIGNITY IN LIFE, ILLNESS AND DEATH. THE AVERAGE DAILY CENSUS FOR EACH OF THE SERVICE AREAS WAS 119.38 FOR NOTRE DAME HOSPICE (GREATER NEW ORLEANS AREA), 44.38 FOR NOTRE DAME HOSPICE OF MISSISSIPPI, AND 25.03 FOR NOTRE DAME HOSPICE OF GREATER BATON ROUGE. WE BELIEVE IN THE SACREDNESS OF LIFE FROM CONCEPTION TO NATURAL DEATH, AND WE DEVOTE (CONTINUED ON SCHEDULE O) OURSELVES TO SUPPORTING PATIENTS AND FAMILIES THROUGH THE DYING PROCESS AT THE END OF LIFE'S JOURNEY ON THIS EARTH AND NEW LIFE IN ETERNITY. 1722513 3147475 NOTRE DAME HEALTH SYSTEM OPERATES ASSISTED LIVING APARTMENTS. THE COMPLEX CONSISTS OF 100 APARTMENTS WHICH ARE RENTED UNDER PRIVATE PAY LEASE AGREEMENTS. THE AVERAGE DAILY CENSUS WAS 67.60 RESIDENTS FOR THE YEAR. THE APARTMENTS ARE SEPARATE FROM THE NURSING HOME BUT SHARE THE SAME CAMPUS. RESIDENTS ARE ABLE TO SELECT ASSISTED LIVING SERVICES AT VARYING LEVELS WHICH INCLUDE DINING, HOUSEKEEPING, BASIC MEDICATION PASS, AND PERSONAL CARE SERVICES. RESIDENTS ARE ALSO ABLE TO UTILIZE THE PHYSICAL, OCCUPATIONAL, AND SPEECH REHABILITATIVE THERAPIES THAT ARE OFFERED AT THE SKILLED NURSING FACILITY IF SUCH SERVICES ARE PRESCRIBED FOR RESIDENTS BY THEIR PERSONAL PHYSICIANS. AS WITH THE NURSING HOME PATIENTS, THE APARTMENT RESIDENTS ARE ENCOURAGED TO PARTICIPATE IN THE MANY INDIVIDUAL AND GROUP (CONTINUED ON SCHEDULE O) ACTIVITIES OFFERED AT THE APARTMENTS WHICH INCLUDE BINGO, GAMES, READING, PARTIES, MOVIES, VARIOUS OUTINGS AND ARTS AND CRAFTS. RESIDENTS ARE ALSO STRONGLY ENCOURAGED TO EXERCISE AND STRENGTHEN THEIR FAITH LIVES BY PARTICIPATING IN THE FACILITY'S SUPPORTIVE SPIRITUAL ENVIRONMENT WHICH IS DEEPLY ROOTED IN CATHOLIC FAITH AND TRADITION. 1793662 1992114 NOTRE DAME HEALTH SYSTEM INTRODUCED NOTRE DAME HOME CARE AND NOTRE DAME HOME HEALTH IN JULY 2018 AND AUGUST 2019, RESPECTIVELY. THESE PROVIDERS ARE LICENSED TO PROVIDE HOME CARE AND HOME HEALTH SERVICES TO THOSE IN NEED. NOTRE DAME HOME HEALTH OFFERS CLINICAL MEDICAL CARE PROVIDED BY SKILLED MEDICAL PROFESSIONALS SUCH AS OCCUPATIONAL THERAPISTS, PHYSICAL THERAPISTS, AND REGISTERED NURSES. WE ASSIST FAMILIES AND SENIORS WITH MEDICATIONS, INJECTIONS, MEDICAL TESTS, AND OVERALL MONITORING OF HEALTH. NOTRE DAME HOME CARE PROVIDES THE SAME LEVEL OF INTIMATE ATTENTION AND SUPPORT YOU EXPECT FROM NOTRE DAME HEALTH SYSTEM WITHOUT HAVING TO MOVE FROM THE HOME YOU CHERISH. FROM ROUTINE TASKS LIKE GETTING DRESSED OR GOING GROCERY SHOPPING TO REHABILITATION AND PHYSICIAL THERAPY SESSIONS, OUR TALENTED AND COMPASSIONATE HOME CARE WORKERS, NURSES, AND THERAPISTS WILL ASSIST YOU ON THE ROAD TO RECOVERY. 1793662 1992114 53453594 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 161 0 1 833 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X NOTRE DAME HEALTH SYSTEM 5042273625 5600 GENERAL DEGAULLE DRIVE NEW ORLEANS LA 70131 DR JACK ANDONIE CHAIR OF THE BOARD (THRU 3/21/2022) 1.00 2.00 X X 0 0 0 WILLIAM FINEGAN DIRECTOR (THRU 4/30/2022) 1.00 X 0 0 0 KATHLEEN KENNEDY DIRECTOR 1.00 X 0 0 0 TERRI NORTH DIRECTOR (THRU 5/1/2022) 1.00 X 0 0 0 PAUL QUEYROUZE DIRECTOR (THRU 2/1/2022) 1.00 X 0 0 0 STANTON SALATHE DIRECTOR (THRU 2/1/2022) 1.00 X 0 0 0 LUIS R ARENCIBIAMD DIRECTOR (THRU 4/30/22) 1.00 X 0 0 0 FERNANDO O RIVERA DIRECTOR (EFFECTIVE 4/1/22) 1.00 X 0 0 0 JENNIFER STEEL RN DIRECTOR (EFFECTIVE 6/21/21) 1.00 X 0 0 0 PETER QUIRK DIRECTOR (THRU 4/30/2022) 1.00 X 0 0 0 AMY CHAFFIN DIRECTOR (EFFECTIVE 5/01/2022) 1.00 X 0 0 0 JOAN COFFMAN DIRECTOR (EFFECTIVE 5/1/22) 1.00 X 0 0 0 CHRISTOPHER COUNTISS TREASURER (EFFECTIVE 4/1/22) 1.00 40.00 X X 0 84394 10231 ANGELA WILCOX DIRECTOR (THROUGH 12/31/21) 1.00 40.00 X 0 109896 9502 JEFFREY R TULLY CEO AND PRESIDENT 40.00 X 257733 0 13163 RYAN A CARUSO CFO (EFFECTIVE 5/1/22) 40.00 X 132932 0 10448 SHERRI GUIDRY COO (EFFECTIVE 5/1/22) 40.00 X 147980 0 11254 JENNIFER M WINTERS VP OF FINANCE 40.00 X 119235 0 10114 JENNIFER A BROCK NURSING ADMIN DIRECTOR 40.00 X 127777 0 7477 DIONE P WOOD NURSING ADMIN DIRECTOR 40.00 0.00 X 125416 0 10342 DAWN VERRET NURSING ADMIN DIRECTOR 40.00 X 112041 0 3000 SHONDRA JACKSON NURSING ADMIN DIRECTOR 40.00 X 110905 0 10819 1134019 194290 96350 8 0 1 0 ACCOUNTABLE HEALTHCARE STAFFING PO BOX 732800 DALLAS TX 75373 CONTRACT STAFFING (CNA, LPN) 7085853 TRITON HEALTHCARE INC 8128 FLORIDA BLVD DENHAM SPRINGS LA 70726 THERAPY SERVICES CONTRACTOR / (PHYSICAL, 1779009 HORIZON HEALTHCARE MANAGEMENT PO BOX 8026 EVANSVILLE IN 47716 CONTRACT STAFFING (CNA, LPN) 547529 SENTRY CARE INC 725 DUNBAR AVE BAY ST LOUIS MS 39520 HOSPICE RESIDENT ROOM CHARGES 401569 NURSES DIRECT LLC 109 SOUTH COLLEGE ROAD LAFAYETTE LA 70503 CONTRACT STAFFING (CNA, LPN) 388872 18 7590130 536274 8126404 MEDICARE/MEDICAID PAYMENTS 623000 25033731 25033731 HOSPICE 623000 10182645 10182645 NURSING HOME- PRIVATE PAY/OTHER 623000 5929169 5929169 ASSISTED LIVING 623000 3147475 3147475 HOME HEALTH 623000 1726201 1726201 265913 265913 46285134 130731 130731 82 82 7800000 7803287 -3287 -3287 -3287 MISCELLANEOUS INCOME 900099 289439 289439 NONRECURRING INSURANCE PROCEEDS 900099 11750 11750 301189 54840253 46574573 0 139276 X 13085787 13085787 593183 386752 206431 22204682 14477332 7727350 937270 576197 361073 2448124 1648542 799582 1690085 1095491 594594 147226 147226 74226 74226 44164 44164 15179693 13693199 1486494 189207 189207 4884679 21108 4863571 624069 521901 102168 344850 344850 1800157 1800157 1310952 1310952 MEDICAL SUPPLIES 4067002 4067002 OTHER SUPPLIES 1849916 1849916 FOOD COSTS 1809849 1649717 160132 BAD DEBTS 1312820 1312820 1803836 380650 1423186 76401777 53453594 22948183 0 3446310 2037713 7096714 8202987 29997 31847 301540 317560 646337 361840 16384409 11676529 18721306 4707880 9685805 1625620 45815 45815 5731777 5731777 30017 33117 45735618 23096156 8948644 12355417 5702 103381 105535 9102181 4956923 29000 28600 18188908 17446475 X 27546710 5649681 27546710 5649681 45735618 23096156 -21561524 -335503 0 X X 0 0 1 1 X 603367 673728 2748790 2198729 8126404 14351018 47031282 48841164 52579082 48599926 46285134 243336588 47634649 49514892 55327872 50798655 54411538 257687606 0 0 0 257687606 346717 310655 431361 162649 130813 1382195 346717 310655 431361 162649 130813 1382195 133530 111540 11040 256110 305745 297293 216744 257058 301189 1378029 48420641 50234380 55987017 51218362 54843540 260703940 0.98840 0.98740 0.00530 0.00610 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 286,785. 2018 AMOUNT: $ 292,571. 2019 AMOUNT: $ 216,744. 2020 AMOUNT: $ 229,618. 2021 AMOUNT: $ 289,439. NONRECURRING INSURANCE PROCEEDS - 2017 AMOUNT: $ 18,960. 2018 AMOUNT: $ 4,722. 2020 AMOUNT: $ 27,440. 2021 AMOUNT: $ 11,750. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 641250 641250 1320569 290443 1030126 291913 235643 56270 8944434 6606919 2337515 5186243 4543524 642719 4707880 REFUNDABLE DEPOSITS 28600 28600 PART IV, LINE 2B: RESIDENTS OF THE SKILLED NURSING FACILITIES WHOSE CARE IS PAID FOR THROUGH THE LA MEDICAID PROGRAM AS ADMINISTERED BY THE LA DEPT. OF HEALTH DESIGNATE THE FACILITY AS BEING THEIR REPRESENTATIVE PAYEE FOR THEIR SOCIAL SECURITY OR OTHER RETIREMENT BENEFITS. EACH MONTH, REPRESENTATIVE PAYEE FUNDS ARE TRANSFERRED DIRECTLY TO THE CUSTODY OF THE FACILITY TO PAY FOR THE CARE OF LA MEDICAID RESIDENTS. THESE FUNDS ARE HELD IN TRUST IN A SEPARATE INTEREST BEARING BANK ACCOUNT AND ARE NOT COMMINGLED WITH FACILITY FUNDS. INTEREST IS ALLOCATED TO EACH RESIDENT'S ACCOUNT BASED UPON THE PRORATED BALANCES AT THE END OF THE MONTH. THE RESIDENT TRUST ACCOUNTS ARE MAINTAINED IN ACCORDANCE WITH THE LA STATE STATUTE GOVERNING FUNDS ESTABLISHED FOR THIS PURPOSE. LA MEDICAID ANALYZES EACH RESIDENT'S INCOME TO DETERMINE THE PORTION OF THE NURSING HOME BILL FOR WHICH THE RESIDENT IS RESPONSIBLE. THE ANALYSIS ALLOWS EACH RESIDENT TO RETAIN $38 PER MONTH FOR PERSONAL EXPENSES AND TO RETAIN ENOUGH FUNDS TO PAY FOR CERTAIN INSURANCE POLICIES OWNED BY THE RESIDENT. THE DIFFERENCE IS DESIGNATED AS THE RESIDENT LIABILITY PORTION OF THE RESIDENT'S BILL BASED UPON THE LA MEDICAID RATE CHARGED BY THE FACILITY FOR ROOM AND BOARD. EACH MONTH, THE FACILITY IS PAID ITS RESIDENT LIABILITY PORTION OF THE BILL FROM THE RESIDENT TRUST ACCOUNT. THE REMAINDER OF THE FUNDS ARE PAID TOWARDS EACH RESIDENT'S PERSONAL EXPENSES. THE RESIDENTS ON MEDICAID CENSUS ACCOUNT FOR THE MAJORITY OF THOSE WHO HAVE A RESIDENT TRUST ACCOUNT. HOWEVER, ANY RESIDENT OF THE SKILLED NURSING FACILITY MAY OPEN A RESIDENT TRUST ACCOUNT TO FACILITATE ACCESS TO FUNDS. UPON DISCHARGE FROM THE FACILITY, THE RESIDENT'S ACCOUNT IS ANALYZED, AND ANY AMOUNT OWED TO THE FACILITY WHICH IS THE RESPONSIBILITY OF THE RESIDENT IS APPLIED TO THE RESIDENT'S ACCOUNTS RECEIVABLE BALANCE. ANY REMAINING FUNDS ARE REFUNDED TO THE RESIDENT OR HIS ESTATE AS APPLICABLE. 0 OUR LADY OF WISDOM FACILITY CORPORATION 7887 WALMSLEY AVENUE NEW ORLEANS LA 70125 814274508 501(C)(3) 355347 12730440 FMV EXEMPT USE LAND AND REAL ESTATE MOVING OF REAL PROPERTY IN COMPLIANCE WITH HUD LOAN REQUIREMENTS 1 X X X X X 0 0 0 0 0 0 0 0 0 JEFFREY R TULLY CEO AND PRESIDENT 257733 0 0 0 0 0 7462 0 5701 0 270896 0 0 0 SHERRI GUIDRY COO (EFFECTIVE 5/1/22) 147980 0 0 0 0 0 5553 0 5701 0 159234 0 0 0 BUILDINGS, LAND, AND CASH 2022-02-21 13085787 NBV OF AUDITED FINANCIAL STATEMENTS. 814274508 OUR LADY OF WISDOM FACILITY CORPORATION 4887 WALMSLEY AVENUE NEW LA 70125 501(C)(3) 1 0 0 0 PART II, LINE 2E: PERSON(S) INVOLVED: DEACON JEFFREY TULLY PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: DEACON JEFFREY TULLY WAS AN OFFICER OF OUR LADY OF WISOM FACILITY CORPORATION AT THE TIME OF THE TRANSFER AND CONTINUED TO SERVE IN THAT CAPACITY AFTER THE TRANSFER OF REAL PROPERTY. HIS POSITION ON THE BOARD WAS NOT CONTINGENT ON THE TRANFER AND HE RECEIVED NO COMPENSATION AS A RESULT OF THE TRANSFER. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER. THE ENTITY IS ORGANIZED AND OPERATED EXCLUSIVELY ON A NON-STOCK BASIS, AND THERE IS ONLY ONE CLASS OF MEMBERSHIP. THE MEMBERSHIP CONSISTS OF THE ARCHIBISHOP OR ADMINISTRATOR OF THE ARCHDIOCESE OF NEW ORLEANS, WHO IS THE EX-OFFICIO MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER APPOINTS OR REMOVES THE MEMBERS OF THE BOARD OF DIRECTORS. THE MEMBER HAS THE POWER TO MAKE AND PASS BY-LAWS GOVERNING THE AFFAIRS OF THE CORPORATION AND APPOINTS THE OFFICERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER OF THE CORPORATION ELECTS THE BOARD OF DIRECTORS AND HAS THE POWER TO MAKE AND PASS BY-LAWS GOVERNING THE AFFAIRS OF THE CORPORATION. THE BOARD OF DIRECTORS, AS DISTINGUISHED FROM THE MEMBER OF THE CORPORATION, SHALL MANAGE, SUPERVISE, AND CONTROL THE BUSINESS, PROPERTY, AFFAIRS AND FUNDS OF NDHS AND SHALL EXERCISE ALL OF THE POWERS OF THE CORPORATION NOT RESERVED TO THE MEMBER OF THE CORPORATION AS SET FORTH IN NDHS'S ARTICLES OF INCORPORATION, BYLAWS, AND APPLICABLE LAW. THE AFOREMENTIONED ACTIONS MUST HAVE THE APPROVAL OF THE ARCHBISHOP OR ADMINISTRATOR OF THE ARCHDIOCESE OF NEW ORLEANS. THE FINANCE COUNCIL (THE COUNCIL) OF THE ARCHDIOCESE OF NEW ORLEANS CONVENES ON A REGULAR BASIS IN THE PRESENCE OF THE ARCHBISHOP. THE CURRENT PRACTICE OF THE ORGANIZATION IS TO BRING THE AFOREMENTIONED ITEMS BEFORE THE COUNCIL AND THE ARCHBISHOP FOR DISCUSSION, REVIEW, AND APPROVAL. THE DECISION OF THE ARCHBISHOP IS THEN COMMUNICATED TO THE CEO OF NOTRE DAME HEALTH SYSTEM. FORM 990, PART VI, SECTION B, LINE 11B IT IS THE ORGANIZATION'S PRACTICE TO PRESENT AUDITS TO THE BOARD ON AN ANNUAL BASIS; HOWEVER, THE ORGANIZATION DID NOT RECEIVE AN AUDIT FOR THE FISCAL YEAR ENDED JUNE 30, 2022. INSTEAD, THE ORGANIZATION PRESENTED MONTHLY FINANCIAL STATEMENTS TO THE SOLE MEMBER AND BOARD MEMBERS FOR REVIEW OF ITS CONSOLIDATED FINANCIAL STATEMENTS. PRIOR TO ITS FILINGS, THE FORM 990 IS PRESENTED TO THE NDHS BOARD AND REVIEW. THE ARCHDIOCESE OF NEW ORLEANS RECEIVES A COPY OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C EACH EMPLOYEE OF THE ARCHDIOCESE OF NEW ORLEANS, ITS AGENCIES, OR ITS AFFILIATES, IS REQUIRED TO FULLY DISCLOSE ANY RELATIONSHIP OR SITUATION THAT MAY GIVE RISE TO A POTENTIAL CONFLICT OR THE APPEARANCE OF A CONFLICT OF INTEREST. DISCLOSURE FORMS ARE SENT TO THE HEAD OF THE AFFECTED ENTITY, AGENCY, AND/OR PARISH, AND COPIES ARE FORWARDED TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD COORDINATES THE PROCESS FOR DETERMINING EXECUTIVE COMPENSATION. THE EXECUTIVE COMMITTEE OF THE BOARD CONVENES AS NEEDED FOR THIS PURPOSE. THE DETERMINATION PROCESS INVOLVES EVALUATION OF PERFORMANCE BASED UPON ESTABLISHED GOALS IN LIGHT OF THE OPERATING ENVIRONMENT. ADDITIONALLY, COMPENSATION IS COMPARED WITH THAT OF OTHER SIMILAR ORGANIZATIONS AND OTHER ARCHDIOCESE MINISTRIES THROUGH RESEARCH OF PUBLICLY AVAILABLE DATA AND THE ENGAGEMENT OF CONSULTANTS AS NECESSARY TO ASSIST IN THIS ENDEAVOR. COMPENSATION IS REVIEWED TO ENSURE COMPLIANCE WITH ARCHDIOCESE COMPENSATION POLICIES AND ALL COMPENSATION DECISIONS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THIS FORM AS WELL AS VARIOUS POLICIES ARE ALSO MADE AVAILABLE TO THE THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G DIRECT CARE CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 542,860. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 542,860. OTHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 13,150,339. MANAGEMENT AND GENERAL EXPENSES 1,486,494. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,636,833. FORM 990, PART XII, LINE 3B: THE TIMING AND USE OF THE PROVIDER RELIEF FUNDS RECIEVED BY THE ORGANIZATION IS BEING EVALUATED FOR PURPOSES OF SINGLE AUDIT ACT COMPLIANCE REQUIREMENTS. THE ORGANIZATION WILL UNDERGO ANY SINGLE AUDITS REQUIRED AS A RESULT OF THIS EVALUATION. FORM 990, EXPLANATION FOR AMENDING RETURN: THE 2021 FORM 990 IS BEING AMENDED TO REFLECT CHANGES TO SECTION B OF PAGE 8, THE PRESENTATION OF THE BALANCE SHEET, SCHEDULE D, SCHEDULE I, SCHEDULE O, AND SCHEDULE R. A SCHEDULE N WAS ADDED TO THE AMENDED TAX RETURN. SECTION B, PAGE 8: THE FIVE HIGHEST COMPENSATED INDEPENDENT CONTRACTORS OVER $100,000 HAS BEEN UPDATED ON THE AMENDED RETURN. BALANCE SHEET PRESENTATION: INTANGIBLE ASSETS WERE REPORTED ON LINE 15 AS "OTHER ASSETS" ON THE ORIGINALLY FILED RETURN. THESE ASSETS ARE NOW BEING REPORTED ON PAGE 14 AS "INTANGIBLE ASSETS." PAGE 3, PART IV, QUESTION 11D HAS BEEN CHANGED TO NO TO REFLECT THIS CHANGE AS WELL. SCHEDULE D: THE EXPLANATION FOR PART IV, LINE 2B INCORRECTLY TITLED THE LA DEPT. OF HEALTH AS "LA DEPT. OF HEALTH AND HOSPITALS." THE AMENDED RETURN REFLECTS THE APPROPRIATE TITLE AS "LA DEPT. OF HEALTH." SCHEDULE I: PART II, SECTION H "EXPLANATION OF ASSISTANCE" WAS UPDATED WITH A MORE ACCURATE DESCRIPTION OF THE NONCASH ASSISTANCE THAT IS BEING REPORTED ON THIS SCHEDULE. SCHEDULE O: PART VI, SECTION B, LINE 11B ON THE ORIGINALLY FILED RETURN EXPLAINED THE PROCESS OF PRESENTING AUDITS TO THE APPROPRIATE PARTIES. THE AMENDED RETURN MORE ACCURATELY DESCRIBES THE CURRENT PROCESS TO PRESENT FINANCIAL MATTERS TO THE APPROPRIATE PARTIES SINCE NO AUDIT WAS PERFORMED FOR THE FILING YEAR. SCHEDULE R: PART II, SECTION B WAS UPDATED ON THE AMENDED RETURN TO REFLECT A MORE ACCURATE PRIMARY ACTIVITY DESCRIPTION FOR TWO OF THE ORGANIZATIONS LISTED. SCHEDULE N: SCHEDULE N WAS NOT INCLUDED ON THE ORIGINALLY FILED TAX RETURN. HOWEVER, THE ORGANIZATION DID TRANSFER MORE THAN 25% OF ITS ASSETS TO ANOTHER ORGANIZATION. THE AMENDED RETURN INCLUDES SCHEDULE N TO REFLECT THIS TRANSFER. PAGE 4, PART IV, QUESTION 32 IS ALSO BEING UPDATED TO REFLECT THIS ADDITIONAL FILING REQUIREMENT. ROMAN CATHOLIC CHURCH OF THE ARCHDIOCESE OF NEW ORLEANS 7887 WALMSLEY AVE NEW ORLEANS LA 70125 720408966 CHURCH LA 501(C)(3) LINE 1 N/A 0 CATHOLIC COMMUNITY FOUNDATION 7887 WALMSLEY AVE NEW ORLEANS LA 70125 720840256 CHURCH LA 501(C)(3) LINE 1 N/A 0 OUR LADY OF WISDOM FACILITY CORPORATION 7887 WALMSLEY AVE NEW ORLEANS LA 70125 814274508 HUD BORROWER/LANDLORD LA 501(C)(3) LINE 12A, I N/A 1 CHATEAU DE NOTRE DAME FACILITIES CORPORATION 7887 WALMSLEY AVE NEW ORLEANS LA 70125 813960386 HUD BORROWER/LANDLORD LA 501(C)(3) LINE 12A, I N/A 1 0 1 1 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 0 OUR LADY OF WISDOM FACILITY CORPORATION B 13042440 BOOK VALUE CHATEAU DE NOTRE DAME FACILITIES CORPORATION K 2207310 FMV CHATEAU DE NOTRE DAME FACILITIES CORPORATION B 1246 FMV OUR LADY OF WISDOM FACILITY CORPORATION K 267455 FMV