2020-07-14T16:01:42-05:00 2019-06-30 346565596 ERNST & YOUNG US LLP 425 HOUSTON STREET SUITE 600 FORT WORTH TX 761027427 990 2018-08-21 831605004 Ochsner LSU Health System of North Louisiana OCHS 3186260990 1431 Dalzell Street Shreveport LA 71103 VERNON MOORE CFO, TREASURER 2020-07-14 true MELVA SCOTT P01207335 8173351900 2018 2021-01-29 14:40:06Z X CHARLES DAIGLE 1431 Dalzell Street Shreveport LA 71103 572195990 false X https://www.ochsnerlsuhs.org/ X 2018 LA TO PROVIDE HOSPITAL AND MEDICAL CARE TO THE RESIDENTS OF SHREVEPORT AND MONROE, LOUISIANA, AND THEIR SURROUNDING COMMUNITIES THROUGH THE OWNERSHIP AND OPERATION OF TWO SAFETY-NET HOSPITALS. 10 10 3696 90 0 0 0 218380 0 572279413 0 -305466 0 3663 0 572195990 0 2500000 0 0 0 171993385 0 0 0 0 349881020 0 524374405 0 47821585 0 197150200 0 129915626 0 67234574 NO BOARD APPROVED MISSION STATEMENT false false 408534734 2500000 571977610 TO PROVIDE HOSPITAL AND MEDICAL CARE TO THE RESIDENTS OF SHREVEPORT AND MONROE, LOUISIANA, AND THEIR SURROUNDING COMMUNITIES THROUGH THE OWNERSHIP AND OPERATION OF TWO SAFETY-NET HOSPITALS. THE SYSTEM SERVED 115,542 INPATIENTS RESULTING IN 106,599 PATIENT DAYS. EMERGENCY ROOM VISITS TOTALED 77,306. THE NUMBER OF BIRTHS TOTALED 1,961. OUTPATIENT HOSPITAL VISITS TOTALED 396,017. OCHSNER LSU HEALTH SYSTEM SERVES AS THE SAFETY NET PROVIDER FOR THE POOR AND UNDER SERVED RESIDING IN NORTH AND CENTRAL LOUISIANA. IN 2019, NEARLY 50% OF ALL PATIENT ENCOUNTERS IN THE HEALTH SYSTEM WERE MEDICAID RECIPIENTS. ADDITIONALLY 500 MEDICAL STUDENTS ALONG WITH 566 RESIDENTS AND FELLOWS ANNUALLY. APPROXIMATELY 40% OF THE PHYSICIANS THAT COMPLETE THEIR TRAINING PROGRAMS THROUGH LSU SCHOOL OF MEDICINE IN SHREVEPORT REMAIN IN LOUISIANA. OTHER LSU ALLIED HEALTH PROGRAMS SUCH AS PHYSICAL THERAPY, PHYSICIAN ASSISTANT, OCCUPATIONAL THERAPY & RESPIRATORY THERAPY COMPLETE CLINICAL ROTATIONS WITHIN OCHSNER LSU HEALTH SYSTEM. IN ADDITION, NINE SCHOOLS OF NURSING COLLABORATE WITH THE HOSPITALS IN SHREVEPORT AND MONROE TO PROVIDE CLINICAL ROTATIONS TO THEIR STUDENTS. 408534734 true false false true false false false false false true false false true true true false true false false false false false false false false true true true false false false false false false false false false false false false false false true true true true false false true 302 0 true 3696 true false false false false false false true false false false false false X 10 10 false true false false false true true true true false false true true true true true true true true false X VERNON MOORE 3186286099 1431 DALZELL STREET SHREVEPORT LA 71103 WARNER THOMAS BOARD CHAIR 5.0 0 X X 0 0 0 W JEFF REYNOLDS DIRECTOR 5.0 1.0 X 0 0 0 GE GHALI DDS MD FACS FRCS(ED) DIRECTOR 5.0 1.0 X 0 0 0 PETER NOVEMBER DIRECTOR 5.0 1.0 X 0 0 0 LEONARDO SEOANE MD DIRECTOR 5.0 0 X 0 0 0 STEVE SKRIVANOS DIRECTOR - COMMUNITY REPRESENTATIVE 5.0 0 X 0 0 0 LESTER JOHNSON MD DIRECTOR 5.0 0 X 0 0 0 TIMOTHY JONES MD DIRECTOR - COMMUNITY REPRESENTATIVE 5.0 0 X 0 0 0 JAQUELINE SCOTT DIRECTOR - COMMUNITY REPRESENTATIVE 5.0 0 X 0 0 0 CAROLYN HUNT DIRECTOR - COMMUNITY REPRESENTATIVE 5.0 0 X 0 0 0 VERNON H MOORE III CHIEF FINANCIAL OFFICER/TREASURER 40.0 10.0 X 87518 0 3439 STEPHEN RANDALL CHIEF ADMINISTRATIVE OFFICER 40.0 10.0 X 0 0 0 SHELLEY SULLIVAN TYNAN SECRETARY 5.0 1.0 X 0 0 0 DAVID F LEWIS MD MBA CHIEF MEDICAL OFFICER 49.0 1.0 X 0 0 0 CHARLES D DAIGLE PRESIDENT & CHIEF EXECUTIVE OFFICER 49.0 1.0 X 0 0 0 87518 0 3439 0 false false false LSUHSC-SHREVEPORT 1501 KINGS HIGHWAY SHREVEPORT LA 71103 PHYSICIAN SERVICES 35656819 CONIFER HEALTH SOLUTIONS LLC 7624 WARREN PKWY FRISCO TX 75034 COLLECTION AND BILLING 4141237 ARAMARK HEALTHCARE SUPPORT 2400 MARKET STREET PHILADELPHIA PA 19103 FOOD AND HOUSEKEEPING SERVICES 2864075 CONWAY EMERGENCY GROUP LLC 4864 JACKSON ST MONROE LA 71202 EMERGENCY PHYSICIANS SERVICES 554435 CROTHALL HEALTHCARE INC 1500 LIBERTY RIDGE DRIVE WAYNE PA 19087 BIOMEDICAL ENGINEERING 480603 18 218380 218380 PATIENT SERVICE REVENUE 621110 572279413 572279413 0 0 0 0 572279413 1703 1703 3663 3663 0 3663 3663 0 0 -307169 -307169 0 0 0 0 0 572195990 571977610 0 0 X 2500000 2500000 90957 90957 148948244 132489446 16458798 12088205 10089286 1998919 10865979 9666041 1199938 17084964 56900 17028064 537647 537647 48984 48984 45000 45000 102499913 97048582 5451331 0 1115852 1115852 15119992 5567153 9552839 12195822 12195822 41985964 4384677 37601287 295636 224100 71536 98659 37129 61530 1679133 168109 1511024 4231555 4231555 3081011 178382 2902629 SUPPLIES 120296163 119234246 1061917 REPAIRS AND MAINTENANCE 10640547 6219096 4421451 COMMUNITY BENEFIT 10001249 10001249 TAXES 5635692 3632790 2002902 3287237 2805993 481244 0 524374405 408534734 115839671 0 0 45198543 0 88725511 0 0 0 0 9789148 0 7615092 47752117 17596021 0 30156096 0 0 944964 0 14720846 0 197150200 58867015 0 0 10221310 0 60827301 0 129915626 X 0 67234574 0 67234574 0 197150200 X 47821585 19412989 X false true X true false X false true false false false false true 45000 false false 45000 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Part II-B, 1(b)/Part II-B, 1(g) Consulting fees for lobbying on behalf of the organization with Louisiana legislators 74268 37626 36642 8813960 1395189 7418771 31702036 16163206 15538830 7161853 0 7161853 30156096 DUE FROM MEDICAID 8213645 DUE FROM MEDICARE 3094704 OTHER ASSETS 180689 MEDICARE HUMANA SENIOR SETTLEMENT 1267163 Deposits 1964645 14720846 0 PASSTHROUGH PAYMENTS RECEIVED 6235071 DUE TO LSUHSC 36721057 DUE TO OCHSNER 14867196 DUE TO OLPG 1889009 CAPITAL LEASES 1114968 60827301 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE TEXT OF THE FOOTNOTE TO THE CONSOLIDATED FINANCIAL STATEMENTS THAT REPORTS THE LIABILITY FOR UNCERTAIN TAX POSITIONS IS AS FOLLOWS: OLHS-NL QUALIFIES AS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, EXCEPT FOR UNRELATED BUSINESS INCOME, IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. PURSUANT TO LOUISIANA LAW, THIS EXEMPTION ALSO APPLIES TO LOUISIANA STATE INCOME AND FRANCHISE TAXES. MANAGEMENT ANNUALLY REVIEWS ITS TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION ON THE ACCOMPANYING CONSOLIDATED BALANCE SHEET. THE TAX CUTS AND JOBS ACT (THE ACT) WAS ENACTED ON DECEMBER 22, 2017. THE PROVISIONS OF THE ACT DID NOT HAVE A MATERIAL TAX EFFECT ON OLHS-NL'S CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT WILL CONTINUE TO EVALUATE THE IMPACT OF THE ACT AND MAY RECORD ADJUSTMENTS AS ADDITIONAL INFORMATION AND GUIDANCE ARE RELEASED FROM THE INTERNAL REVENUE SERVICE (IRS). true true X true X 250 false true true true true false 12264506 13089700 0 0.0 242929082 288847727 0 0.0 5068504 3226915 1841589 0.0035 0 0 260262092 305164342 1841589 0.0035 0 0.0 24880132 6061557 18818575 0.0359 17896276 28315866 0 0.0 0 0.0 0 0.0 0 0 42776408 34377423 18818575 0.0359 0 0 303038500 339541765 20660164 0.0394 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 0 0 0 0.0 false 32756643 0 99583676 109339392 -9755716 X true true 2 1 UNIVERSITY HEALTH SHREVEPORT LLC 1541 KINGS HIGHWAY SHREVEPORT LA 71103 OCHSNERLSUHS.ORG 2203784065 X X X X X X A 2 BRFHH MONROE LLC 4864 JACKSON STREET MONROE LA 71202 OCHSNERLSUHS.ORG 2203782025 X X X X A A true true false false true X 250.0 250.0 X X X true true X X X X true X https://www.ochsnerlsuhs.org/monroe/patient-information X https://www.ochsnerlsuhs.org/monroe/patient-information X https://www.ochsnerlsuhs.org/monroe/patient-information X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 2 The hospital facilities managed and operated by Ochsner LSU Health of North Louisiana (OLHS-NL) are in the process of conducting their initial community health needs assessments as required by the Affordable Care Act. The operations of the two hospitals, University Health Shreveport, LLC (Ochsner LSU Health Shreveport) and BRFHH Monroe, LLC (Ochsner LSU Health Monroe), were transferred under a Cooperative Endeavor Agreement between OLHS-NL and the State of Louisiana beginning October 1, 2018. Per 501 (r) (3) regulations issued by the IRS, a hospital organization that acquires a hospital facility (whether through merger or acquisition) must meet the requirements of section 501 (r) (3) with respect to the acquired facility by the last day of the organizations second taxable year beginning after the date on which the hospital facility was acquired. Per these regulations the initial community health needs assessment will be completed by the required deadline. Schedule H, Part V, Section B, Line 13 Facility A, 1 Facility A, 1 - UNIVERSITY HEALTH SHREVEPORT, LLC/ BRFHH MONROE, LLC. Family Size Schedule H, Part V, Section B, Line 15 Facility A, 1 Facility A, 1 - UNIVERSITY HEALTH SHREVEPORT, LLC/ BRFHH MONROE, LLC. The FAP application is provided to the patient or their representative immediately upon request. Financial Assistance requests can be made via telephone, email, fax, written correspondence or in person by visiting the Financial Counseling department located at OLHS facilities. 9 Feist Weiller 1405 Kings Highway SHREVEPORT LA 71104 CLINIC Ambulatory Care Center 1606 Kings Highway SHREVEPORT LA 71103 CLINIC Women and Childrens 1602 Kings Highway SHREVEPORT LA 71103 CLINIC Opthalmology Clinic 1420 Kings Highway SHREVEPORT LA 71103 CLINIC Viral Disease Clinic 6670 St Vincent Ave SHREVEPORT LA 71106 CLINIC Child & Adolescent Psychiatry 820 Jordan Street Suite 104 SHREVEPORT LA 71101 CLINIC Partners in Wellness 2015 Fairfield Ave Suite 2B SHREVEPORT LA 71104 CLINIC Orthopedic & Sports Medicine 950 Olive Street SHREVEPORT LA 71104 CLINIC Surgical Specialty Clinic 1801 Fairfield Suite 306 SHREVEPORT LA 71101 CLINIC Schedule H, Part VI, Line 7 State filing of community benefit report The organization does not file a community benefit report with any state. Schedule H, Part V, Section C Line 20a - Extraordinary Collection Action Ochsner LSU Health System of North Louisiana's FAPs policy states that the organization doesn't impose any ECA's such as wage garnishment, liens on primary residences or other legal actions. The collection process begins with a statement being generated within 30 business days of determination of patients responsibility, with a minimum of 4 patient statements sent in a 30 day cycle, but any balances not billed within 12 months of determination of patient responsibility will be adjusted as untimely transfer to patient responsibility. Additional collection activity begins after 60 days, and will be placed with an Early Out Vendor. Accounts remain with the Early Out Vendor until the outstanding balance reaches 120 days and 4 statements have been sent. After a minimum of 120 days from the first statement date, the balance is eligible to be placed with a collection agency for further follow-up through automated and manual processes. The collection agency is authorized to send legal letters and make outbound telephone calls. Collection attempts are made by the agency for a minimum of 120 days from the date of placement. On day 120, unresolved accounts or accounts not on an active payment arrangement may be closed and returned back to Ochsner LSU Health System of North Louisiana. Schedule H, Part V, Section B Line 16i - Limited English Populations OCHSNER LSU HEALTH SYSTEM OF NORTH LOUISIANA WAS NOT ABLE TO MEET THE CRITERIA OF HAVING THE FINANCIAL ASSISTANCE PACKAGE TRANSLATED INTO ALL OF THE PRIMARY LANGUAGES SPOKEN BY LEP POPULATIONS AS OF JUNE 30, 2019. DURING THE PREPARATION OF THE FORM 990 SCHEDULE H FOR FISCAL YEAR JUNE 30, 2019, IT WAS DISCOVERED THAT, WHILE THE FINANCIAL ASSISTANCE POLICY WAS AVAILABLE IN ALL OF THE PRIMARY LANGUAGES SPOKEN BY LEP POPULATIONS, THE PLAIN LANGUAGE SUMMARY FINANCIAL ASSISTANCE POLICY WAS MADE AVAILABLE ON THE WEBSITE, BUT THE FINANCIAL ASSISTANCE POLICY AND APPLICATION WAS NOT. THE ERROR WAS CORRECTED BY UPLOADING THE FINANCIAL ASSITANCE PACKAGE TRANSLATED INTO ALL OF THE PRIMARY LANGUAGES SPOKEN BY LEP POPULATIONS. THE HOSPITAL HAS MET THE CRITERIA PRIOR TO FILING OF THIS RETURN AND IS IN COMPLIANCE FOR FISCAL YEAR JUNE 30, 2020. HOWEVER, EVEN THOUGH THE DOCUMENTS WERE NOT MADE AVAILABLE ON THE WEBSITE, IF A PATIENT HAD REQUESTED TRANSLATION ASSISTANCE WITH THE FINANCIAL ASSISTANCE PACKAGE, IT WOULD HAVE BEEN PROVIDED FREE OF CHARGE, AS THE HOSPITAL PROVIDES TRANSLATION SERVICES FOR ALL PATIENTS IN THEIR PREFERRED PRIMARY LANGUAGE. Schedule H, Part I, Line 3c Eligibility criteria for free or discounted care We implemented PARO's presumptive charity process 7/1/2019. The model utilizes public record data to predict the likelihood of financial need. The model triangulates consumer characteristics, regional cost of living, and community demographics to derive a prediction of assistance qualification. This allows us to avoid sending accounts to bad debt, instead granting assistance to those in need while meeting 501(r) regulatory requirements. Patients whose Family Income exceeds 250% of the FPL may be eligible to receive discounted rates on a case-by-case basis based on their specific circumstances, such as catastrophic illness or medical indigence, at the discretion of OLHS. For exceptions, documentation may be required to qualify for Financial Assistance. Exceptions include, but are not limited to: expensive medications; terminal illness; or multiple hospitalizations Schedule H, Part I, Line 7g Subsidized Health Services THE ORGANIZATION INCLUDED COSTS ATTRIBUTABLE TO PHYSICIAN CLINICS ON LINE 7G WHERE THERE WAS AN IDENTIFIED COMMUNITY NEED TO OFFER SUCH CLINICAL SERVICES. Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance LINE 7A FINANCIAL ASSISTANCE AT COST. OLHS-NL PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. OLHS-NL DOES NOT PURSUE COLLECTIONS FOR THOSE QUALIFYING AS CHARITY CARE SO CHARGES ARE RECORDING WITH A CORRESPONDING ALLOWANCE OF 100% OF CHARGES. OLHS-NL ESTIMATES ITS COSTS OF CARE PROVIDED UNDER ITS CHARITY CARE PROGRAMS BY APPLYING A RATIO OF DIRECT AND INDIRECT COSTS TO CHARGES TO THE GROSS FORGONE CHARGES ASSOCIATED WITH PROVIDING CARE TO CHARITY PATIENTS. OLHS-NL'S GROSS CHARITY CARE CHARGES INCLUDE ONLY SERVICES PROVIDED TO PATIENTS WHO ARE UNABLE TO PAY AND QUALIFY UNDER OLHS-NL'S CHARITY CARE POLICIES. THE RATIO OF COST TO CHARGES IS CALCULATED BASED ON OLHS-NL'S TOTAL EXPENSES DIVIDED BY GROSS PATIENT REVENUE. LINE 7B MEDICAID. DIRECT OFFSETTING REVENUE IS MEDICAID REIMBURSEMENT FOR HOSPITAL AND CLINIC LOCATIONS ALONG WITH FMP AND DSH SUPPLEMENTAL ALLOCATED TO THE MEDICIAD POPULATION. COMMUNITY BENEFIT EXPENSE IS THE GROSS MEDICAID REVENUE MULTIPLIED BY THE COST TO CHARGE RATIO FOR THE HOSPITAL AND CLINICS, TO APPROXIMATE THE COST TO PROVIDE MEDICAID SERVICES. MEDICAID NET REVENUE, FMP AND DHS SUPPLEMENTAL REVENUE IS THE DIRECT OFFSETTING REVENUE. LINE 7G SUBSIDIZED HEALTH SERVICES. HOSPITAL AND CLINIC UNINSURED/SELF PAY POPULATIONS THAT DO NOT QUALIFY AS CHARITY CARE. REVENUE IS RECORDED FOR THE CLINIC LOCATION, LESS THE REIMBURSEMENT FOR THE UNINSURED WHICH IS THE DIRECT OFFSETTING REVENUE. COMMUNITY BENEFIT EXPENSE IS MADE UP OF THE UNREIMBURSED COST FOR THE UNINSURED BY APPLYING THE COST TO CHARGE RATIO TO THE GROSS UNINSURED/SELF PAY GROSS REVENUE. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount BAD DEBT EXPENSE IS ESTIMATED BASED ON MANAGEMENT'S ASSESSMENT OF COLLECTIBILITY, CURRENT ECONOMIC CONDITIONS, AND PRIOR EXPERIENCE. Schedule H, Part III, Line 3 Bad Debt Expense Methodology OLHS-NL does not classify or consider any of its bad debt expense as a community benefit. Bad debt expense does not include patients who are found to be eligible under the FAP. Charges for patients who have not requested financial assistance or qualified for the FAP under the presumptive process could be considered community benefit, but it is not feasible to calculate the impact. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote Effective July 1, 2019, OLHS-NL retroactively adopted Accounting Standards Update (ASU) 2014-09, Revenue from Contracts with Customers (Topic 606), which outlines a single comprehensive model for entities to use in accounting for revenue arising from contracts with customers. ASU 2014-09 supersedes most current revenue recognition guidance, including industry-specific guidance, and requires expanded disclosures about revenue recognition to enable financial statement users to understand the nature, timing, amount, and uncertainty of revenue and cash flows arising from contracts with customers. Bad debt is no longer disclosed in the notes to the financial statements. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs The Medicare shortfall, if any, is not considered community benefit. Total revenue from Medicare and Medicare Allowable Costs were aggregated from the original fiscal year cost reports filed with Centers for Medicare and Medicaid Services for all hospitals. They do not include Medicare Advantage or payments related to Education or Research, in compliance with the instructions. Total revenue from Medicare has been taken from the E Series in the Medicare Cost Reports. For Medicare Allowable Costs, Worksheet D Part V Line 202 Column 5 was used for outpatient costs and Worksheet D-1 Part II Line 49, and Worksheet D-1 Part III Line 86, and Worksheet E Part A Line 55 was used for inpatient costs. The cost reports for Ochsner LSU Health Shreveport (Provider No. 19-0098) and Ochsner LSU Health Monroe (Provider No. 19-0011) cover the period 10/1/2018 - 06/30/2019. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance Upon granting approval for 100% assistance, all collection efforts for that account will cease, the account will not be turned over to a collection agency, and OLHS-NL will not impose extraordinary collection efforts such as wage garnishments or liens. Schedule H, Part V, Section B, Line 16a FAP website A - UNIVERSITY HEALTH SHREVEPORT, LLC: Line 16a URL: https://www.ochsnerlsuhs.org/monroe/patient-information; Schedule H, Part V, Section B, Line 16b FAP Application website A - UNIVERSITY HEALTH SHREVEPORT, LLC: Line 16b URL: https://www.ochsnerlsuhs.org/monroe/patient-information; Schedule H, Part V, Section B, Line 16c FAP plain language summary website A - UNIVERSITY HEALTH SHREVEPORT, LLC: Line 16c URL: https://www.ochsnerlsuhs.org/monroe/patient-information; Schedule H, Part VI, Line 2 Needs assessment The hospital facilities managed and operated by Ochsner LSU Health of North Louisiana (OLHS-NL) are in the process of conducting their initial community health needs assessments as required by the Affordable Care Act. The operations of the two hospitals (Ochsner LSU Health Shreveport and Ochsner LSU Health Monroe) were transferred under a Cooperative Endeavor Agreement between OLHS-NL and the State of Louisiana beginning October 1, 2018. Per 501 (r) (3) regulations issued by the IRS, a hospital organization that acquires a hospital facility (whether through merger or acquisition) must meet the requirements of section 501 (r) (3) with respect to the acquired facility by the last day of the organizations second taxable year beginning after the date on which the hospital facility was acquired. Per these regulations the initial community health needs assessment will be completed by the required deadline. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance All uninsured patients are screened for Medicaid. This process takes place at the time of service, inpatient admissions, and if the patient is not screened at the time, the patient is contacted at home to determine eligibility. If the patients do not qualify for Medicaid, then they will be evaluated under the financial assistance policy. Internal customer service departments and external partners including collection agencies provide patients with financial assistance applications if patients express concerns about the inability to pay outstanding balances. Schedule H, Part VI, Line 4 Community information Shreveport Hospital and Its Community The Corporation exists to preserve and enhance Shreveport Hospital for the Shreveport Hospital Community. The Shreveport Hospital Community has traditionally had a higher unemployment rate than other areas of the State, with more than twenty (20) percent of residents in the Shreveport Hospital Community living below the federal poverty limit. Not surprisingly, the Shreveport Hospital Community has a higher percentage of residents without insurance than the State or the United States, resulting in a greater dependence on Medicaid within the Shreveport Hospital Community. Residents in the Shreveport Hospital Community face obstacles to accessing needed healthcare services. More than eighty (80) percent of residents live in a health professional shortage area, and twenty five (25) percent of residents report not having a regular primary care physician. The lack of adequate health resources results in poorer health for the Shreveport Hospital Community than when compared to the State or the United States. Five out of six Parishes report higher incidents of cancer and lung disease than the State or national averages, while four out of six Parishes have higher rates of heart disease. Monroe Hospital and Its Community The Monroe Hospital Community also has a greater percentage of its residents without health insurance than the State and national averages, with more individuals dependent upon Medicaid. Twenty five (25) percent of residents in the Monroe Hospital Community do not have a primary care physician, and all residents in the Monroe Hospital Community live in a health professional shortage area. These statistics bear themselves out in a stark reality for the Monroe Hospital Community when the health condition of the community is considered. For example, four (4) of the Parishes in the Monroe Hospital Community exceed the State and national death rates for heart disease, while three (3) exceed the State and national death rates for cancer, stroke, motor vehicle accident and suicide. All Parishes within the Monroe Hospital Community have higher rates of premature death than the State or the nation. Schedule H, Part VI, Line 5 Promotion of community health OCHSNER LSU HEALTH SYSTEM OF NORTH LOUISIANA IS COMPRISED OF TWO ACADEMIC MEDICAL HOSPITALS IN SHREVEPORT AND MONROE OPERATING UNDER A COOPERATIVE ENDEAVOR AGREEMENT BETWEEN OLHS-NL AND LOUISIANA STATE UNIVERSITY AND AGRICULTURAL AND MECHANICAL COLLEGE (LSU). THE PURPOSE OF THIS PUBLIC/PRIVATE PARTNERSHIP IS TO OPERATE THE HOSPITALS IN A MANNER THAT PROMOTES, ENHANCES, SUPPORTS AND IS CONSISTENT WITH THE STATE OF LOUISIANA'S AND LSU'S HISTORICAL COMMITMENT TO PROVIDING HIGH-QUALITY SAFETY NET SERVICES TO THE STATE'S MOST VULNERABLE POPULATIONS. OCHSNER LSU SHREVEPORT IS HOME TO STATE-DESIGNATED CENTERS OF EXCELLENCE INCLUDING THE FEIST-WEILLER CANCER CENTER AND CENTER OF EXCELLENCE IN ARTHRITIS AND RHEUMATOLOGY. THE MAIN CAMPUS HOUSES A CHILDREN'S HOSPITAL, A REGIONAL BURN CENTER AND AN ACS VERIFIED LEVEL I TRAUMA CENTER. Schedule H, Part VI, Line 6 Affiliated health care system Shreveport Hospital and Its Community Shreveport Hospital is a 452-bed short term, acute care hospital located at 1541 Kings Highway in Shreveport, Louisiana. Shreveport Hospital makes state-of-the art treatment, clinical research and community education and prevention programs available to the residents of Caddo, Bossier, De Soto, Ouchita, Webster and Natchitoches Parishes (the "Shreveport Hospital Community") through its inpatient and outpatient facilities, including the Feist-Weiller Cancer Center, a state designated Center of Excellence in Arthritis and Rheumatology, children's hospital and regional burn center. Additionally, Shreveport Hospital serves as a major trauma center for northern Louisiana, eastern Texas and southwest Arkansas. Monroe Hospital and Its Community Monroe Hospital is a 244-bed short-term, acute care hospital located at 4864 Jackson Street in Monroe, Louisiana. Monroe Hospital makes state-of-the-art healthcare services available to the residents of Outchita, Richland, Morehouse, Franklin and Madison Parishes (the "Monroe Hospital Community"). The segment of the Monroe Hospital Community that is over the age of 65 is expected to increase dramatically in the next few years, increasing strain on the health resources within the Monroe Hospital Community. Additionally, each Parish within the Monroe Hospital Community has per capita income rates below the State and national average, with traditionally higher unemployment rates than the State or the nation. As a result, twenty five (25) percent of the residents in the Monroe Hospital Community live below the federal poverty limit, with one third (1/3) living in an area without access to healthy food sources. true LSU HEALTH SCIENCES FOUNDATION SHREVEPORT 920 PIERREMONT RD SUITE 506 SHREVEPORT LA 71106 721402222 501(C)(3) 2500000 For Construction of Center for Medical Education and Wellness 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE ORGANIZATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF GRANTS AND ASSISTANCE THROUGH A GRANT APPLICATION PROCESS. GRANTEES' ABILITY TO PERFORM IS VOUCHED FOR AND CREDIT VOUCHERS OF PERFORMING PERSONS AT RESPECTIVE ORGANIZATIONS ARE OBTAINED. USE OF GRANT FUNDS IS MONITORED BY THE NORMAL ACCOUNTS PAYABLE PROCESS THAT THE ORGANIZATION HAS IN PLACE. ALL PAYMENTS MADE TO GRANTEES ARE APPROVED BY APPROPRIATE PERSONS ASSOCIATED WITH PRIMARY GRANT AWARDS WHO ARE KNOWLEDGEABLE OF WORK PRODUCT ON GRANTS. IN ADDITION TO THE APPROVAL PROCESS, THE ORGANIZATION HAS A PROCESS IN PLACE TO ENSURE THAT REQUESTED PAYMENTS ARE IN LINE WITH APPROVED BUDGETS SUBMITTED BY SUBRECIPIENTS. Form 990, Part VI, Line 3 Delegation of management duties Ochsner Clinic Foundation entered into a management agreement to provide management services, billing and collection services and administrative support for certain hospital and healthcare operations in Shreveport and Monroe. Also, Ochsner acquired the Electronic Health Record licenses and fully manages the Information Services function. The Directors appointed to the board that are employed as Executives and Physicians by Ochsner Clinic Foundation did not receive any additional compensation by the management company for their duties. The following individuals were compensated as executives and physicians by the management company: 1. WARNER THOMAS - $0 2. PETER NOVEMBER - $0 3. VINCENT ADOLPH MD - $0 4. SHELLEY SULLIVAN TYNAN - $0 5. LEONARDO SEOANE MD - $0 6. CHARLES DAIGLE - $459,317 7. VERNON MOORE - $0 8. STEPHEN RANDALL - $282,730 Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Five (5) Directors (the "LSU Appointees") shall be appointed by the President of Louisiana State University and Agricultural and Mechanical College ("LSU"), and five (5) Directors (the "Ochsner Appointees") shall be appointed by the Chief Executive Officer of Ochsner Clinic Foundation doing business as Ochsner Health System ("Ochsner"). Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders An LSU Appointee may be removed, with or without cause, only by the President of LSU and an Ochsner Appointee may be removed, with or without cause, only by the Chief Executive Officer of Ochsner. Form 990, Part VI, Line 11b Review of form 990 by governing body THE ORGANIZATION PROVIDES A COPY OF THE FORM 990 TO THE FULL BOARD OF DIRECTORS ONCE REVIEWED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM, ERNST & YOUNG U.S. LLP Form 990, Part VI, Line 12c Conflict of interest policy OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES OF OCHSNER LSU HEALTH SYSTEM OF NORTH LOUISIANA AND ITS SUBSIDIARIES AND AFFILIATES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY, OR WITHIN 40 DAYS OF BECOMING AN EMPLOYEE, OR IF A CURRENT EMPLOYEE HAS A CHANGE IN BUSINESS CIRCUMSTANCES NOT PREVIOUSLY DISCLOSED. THE CONFLICT OF INTEREST PROGRAM ADMINISTRATOR REVIEWS DISCLOSURES AND DETERMINES WHETHER ACTION IS NECESSARY OR IF THE DISCLOSURE NEEDS TO BE REVIEWED BY THE CONFLICT OF INTEREST STEERING COMMITTEE. THE CONFLICT OF INTEREST PROGRAM ADMINISTRATOR, IN CONJUNCTION WITH THE CONFLICT OF INTEREST STEERING COMMITTEE, WILL MAKE MITIGATION RECOMMENDATIONS, INCLUDING, BUT NOT LIMITED TO, DIVESTITURE AND TERMINATION OF BUSINESS RELATIONSHIPS. OCHSNER LSU HEALTH SYSTEM OF NORTH LOUISIANA REQUIRES ANNUAL CERTIFICATION THAT THE RELATIONSHIPS DISCLOSED DURING A PRECEDING CALENDAR YEAR ARE COMPLETE AND ACCURATE. Form 990, Part VI, Line 15a Process to establish compensation of top management official ALL OCHSNER LSU HEALTH SYSTEM OF NORTH LOUISIANA CEO AND OFFICER COMPENSATION AND BENEFITS ARRANGEMENTS, INCLUDING SALARY AND BONUS INCENTIVE PLANS, ARE REVIEWED BY OCHSNER CLINIC FOUNDATION'S EXECUTIVE TEAM UNDER ITS AGREEMENT TO PROVIDE MANAGEMENT SERVICES. OCHSNER CLINIC FOUNDATION'S EXECUTIVE TEAM IS WITHOUT CONFLICTS OF INTEREST AND USES AN INDEPENDENT EXTERNAL CONSULTANT. APPROPRIATE DATA IS APPLIED TO DETERMINE THE COMPARABILITY OF FAIR MARKET VALUE PAY AND ALL ACTIONS ARE APPROPRIATELY DOCUMENTED. Form 990, Part VI, Line 15b Process to establish compensation of other employees Management jobs are assigned to pay ranges where the midpoint is aligned to the 50th percentile of salary survey data. Upon hire, management salaries are based upon applicable skills and experience relevant to the job and pay range. Merit increases are awarded annually thereafter based upon performance. Off-cycle adjustments may be provided due to market movement to ensure alignment with the competitive market. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. Form 990, Part IX, Line 11g Other Fees MEDICAL SERVICES - Total Expense: 95475923, Program Service Expense: 90024592, Management and General Expenses: 5451331, Fundraising Expenses: ; HOSPITAL BILLING - Total Expense: 7023990, Program Service Expense: 7023990, Management and General Expenses: 0, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances ACQUISITION OF SUBSIDIARIES - 19412989; BRF Hospital Holdings LLC 2031 KINGS HIGHWAY SHREVEPORT LA 71103 463179229 HEALTH CARE LA 0 16645315 NA University Health Shreveport LLC 1541 KINGS HIGHWAY SHREVEPORT LA 71103 831173631 HEALTH CARE LA 33914600 152533051 BRF Hospital Holdings LLC BRFHH Monroe LLC 4864 JACKSON STREET MONROE LA 71202 800945173 HEALTH CARE LA 13907010 33231324 BRF Hospital Holdings LLC LSU HEALTH SCIENCES CENTER - SHREVEPORT FACULTY GROUP PRACTICE 1431 DALZELL STREET SHREVEPORT LA 71103 364774713 HEALTH CARE LA 501(c)(3) 10 OCHSNER LSU HEALTH SYSTEM OF NORTH LOUISIANA true false false false false false false false false false false false false true false false false false true false LSU HEALTH SCIENCES CENTER - SHREVEPORT M 16500000 INTERCOMPANY BILLINGS - MKT VALUE LSU HEALTH SCIENCES CENTER - SHREVEPORT FACULTY GROUP R 1889009 INTERCOMPANY BILLINGS - MKT VALUE