2018-11-14T16:57:25-06:00 2017-12-31 346565596 ERNST & YOUNG US LLP 425 HOUSTON STREET SUITE 600 FORT WORTH TX 761027427 990 2017-01-01 205296918 Ochsner Health System OCHS 5048424097 1514 Jefferson Hwy BH 546 New Orleans LA 70121 Scott J Posecai EVP and Chief Financial Officer 2018-11-14 true MELVA SCOTT P01207335 8173351900 2017 2019-02-21 02:37:17Z X Warner L Thomas 1514 Jefferson Hwy BH 546 New Orleans LA 70121 198542498 false X www.ochsner.org X 2006 LA MANAGEMENT AND SUPPORT SERVICES X 21 11 1395 0 0 0 0 183287680 198540501 7398 -78171 0 183295078 198462330 746173 762723 0 94454259 101457302 0 0 95103404 93464867 190303836 195684892 -7008758 2777438 86576260 0 103575751 0 -16999491 0 X WE SERVE, HEAL, LEAD, EDUCATE AND INNOVATE. OCHSNER WILL BE A GLOBAL MEDICAL AND ACADEMIC LEADER WHO WILL SAVE AND CHANGE LIVES. WE WILL SHAPE THE FUTURE OF HEALTHCARE THROUGH OUR INTEGRATED HEALTH SYSTEM, FUELED BY THE PASSION AND STRENGTH OF OUR DIVERSIFIED TEAM OF PHYSICIANS AND EMPLOYEES. false true 195684892 762723 198540501 Ochsner Health System, a 501(c)(3) organization operating as a support organization under section 509(a)(3) of the Internal Revenue Code, provides management and support services to Ochsner Clinic Foundation (EIN 72-0502505). Both organizations are under common board and executive management personnel. 195684892 true false false false false false false false false false false false false false false true false true false false false false false false false false false true false true false false false true false false true true false false true false true true true true false false true 286 0 true 1395 true false false false false false false true false false false X 21 11 true false false false false false false true true false true true true true true true true false true true false X Scott J Posecai 5048424097 1514 Jefferson Hwy BH 546 New Orleans LA 70121 SUZANNE T MESTAYER BOARD CHAIRMAN 3.0 1.0 X X 2886 0 0 WARNER L THOMAS CEO / BOARD MEMBER 44.0 6.0 X X 3200900 0 456623 VINCENT R ADOLPH MD BOARD MEMBER/SENIOR PHYSICIAN 1.0 49.0 X 0 644671 60416 PEDRO CAZABON MD BOARD MEMBER/SENIOR PHYSICIAN 3.0 47.0 X 0 371824 63837 THOMAS Duncan DAVIS COMMUNITY DIRECTOR 3.0 1.0 X 1908 0 0 RICHARD E DEICHMANN MD BOARD MEMBER/SENIOR PHYSICIAN 3.0 47.0 X 0 297029 61726 WILLIAM H HINES COMMUNITY DIRECTOR 3.0 1.0 X 5922 0 0 DENNIS KAY MD BOARD MEMBER/SENIOR PHYSICIAN 3.0 47.0 X 0 759156 70370 R Parker LECORGNE COMMUNITY DIRECTOR 3.0 1.0 X 1230 0 0 GEORGE E LOSS MD PHD BOARD MEMBER/SENIOR PHYSICIAN 3.0 47.0 X 0 1048720 74880 JAMES E MAURIN PAST CHAIR/COMMUNITY DIRECTOR 3.0 1.0 X 5086 0 0 JEFFERSON G PARKER COMMUNITY DIRECTOR 3.0 1.0 X 4117 0 0 ROBERT J PATRICK COMMUNITY DIRECTOR 3.0 1.0 X 8941 0 0 KENNETH POLITE COMMUNITY DIRECTOR (BEGIN 9/26/17) 3.0 1.0 X 0 0 0 TIMOTHY L RIDDELL MD BOARD MEMBER/SENIOR PHYSICIAN 25.0 25.0 X 0 320022 34244 DANA H SMETHERMAN MD BOARD MEMBER/SENIOR PHYSICIAN 3.0 47.0 X 0 631586 64278 VICTORIA A SMITH MD BOARD MEMBER/SENIOR PHYSICIAN (BEGIN 9/26/17) 5.0 45.0 X 0 265206 38621 STEPHEN F STUMPF COMMUNITY DIRECTOR 3.0 1.0 X 3596 0 0 JOSE S SUQUET COMMUNITY DIRECTOR 3.0 1.0 X 6351 0 0 DAVID E TAYLOR MD BOARD MEMBER/SENIOR PHYSICIAN 3.0 47.0 X 0 360369 76149 ANDREW B WISDOM COMMUNITY DIRECTOR 3.0 1.0 X 3265 0 0 BOBBY C BRANNON EXEC VP & TREASURER 1.0 49.0 X 0 694147 49551 MICHAEL F HULEFELD EXEC VP & CHIEF OPERATING OFFICER 49.0 1.0 X 1768216 0 218115 PETER C NOVEMBER SECRETARY/EXEC VP CHIEF ADMINISTRATIVE OFFICER 44.0 6.0 X 932247 0 226920 SCOTT J POSECAI EXEC VP & CHIEF FINANCIAL OFFICER 43.0 7.0 X 937862 0 291288 DAVID G CARMOUCHE MD SR VP & PRES OHN/MED DIR SVC LINES 1.0 49.0 X 0 634317 87659 MICHELLE D DODENHOFF SR VP & CHIEF DEVELOPMENT OFFICER 50.0 0 X 698639 0 86032 DAVID M GAINES CEO-SYSTEM RETAIL & SR VP PUBLIC AFFAIRS 50.0 0 X 606065 0 87312 RICHARD D GUTHRIE JR MD CHIEF QUALITY OFFICER 1.0 49.0 X 0 559385 94825 ROBERT I HART MD EXEC VP-CHIEF MEDICAL OFFICER 49.0 1.0 X 724417 0 59827 WILLIAM A MCDADE MD PHD EXEC VP-CHIEF ACADEMIC OFFICER 1.0 49.0 X 0 526076 101852 MARK S MULLER SR VP-STRATEGY & BUS DEV 50.0 0 X 634678 0 92381 JANET L SNOW-GODFREY SR VP & CHIEF HR OFFICER 50.0 0 X 715371 0 26677 TRACEY T SCHIRO SR VP-CHIEF HR OFFICER 50.0 0 X 486062 0 94288 MICHAEL L LOUVIERE SYS VP SUPPLY CHAIN 50.0 0 X 498365 0 85064 RONALD G MELTON SYS VP FINANCE/CONTROLLER 50.0 0 X 383673 0 64786 PAUL N PAGE MD PHYSICIAN 0.0 50.0 X 14718 398607 48601 JEFFREY P SAUCIER SYS VP PLANNING & ANALYSIS 50.0 0 X 477482 0 63579 LAURA E WILT SYS VP-CIO 50.0 0 X 380260 0 65407 STEVEN B DEITELZWEIG MD FORMER KEY EMPLOYEE 0.0 50.0 X 0 466266 59494 E Edward MARTIN JR MD FORMER KEY EMPLOYEE 0.0 50.0 X 0 576670 60406 DAWN R PEVEY FORMER KEY EMPLOYEE 50.0 0.0 X 0 318184 59734 WILLIAM W PINSKY MD FORMER KEY EMPLOYEE 1.0 49.0 X 0 125557 0 DAWN M PUENTE MD FORMER KEY EMPLOYEE 0.0 50.0 X 0 508729 68496 CRISTINA R WHEAT FORMER KEY EMPLOYEE 0.0 25.0 X 0 137898 23697 ROBERT WOLTERMAN FORMER KEY EMPLOYEE 0.0 50.0 X 0 520321 84154 PATRICK J QUINLAN MD FORMER OFFICER & DIRECTOR 47.0 3.0 X 1045255 0 232210 13547513 10164739 3433500 182 true true false JONES WALKER LLP 201 ST CHARLES AVE 50TH FL NEW ORLEANS LA 70170 LEGAL SERVICES 2376718 HYBRIDGE SOLUTIONS 3340 PEACHTREE ROAD NE SUITE 1800 ATLANTA GA 30326 SOFTWARE SUPPORT / SERVICES 1352148 ERNST & YOUNG 3900 ONE SHELL SQUARE 700 POYDRAS STREET NEW ORLEANS LA 70139 ACCOUNTING SERVICES 1019351 PRICEWATERHOUSE COOPERS 909 POYDRAS STREET SUITE 3100 NEW ORLEANS LA 70112 ACCOUNTING SERVICES 959900 DELOITTE CONSULTING LLP 701 POYDRAS STREET SUITE 4200 NEW ORLEANS LA 70139 ACCOUNTING SERVICES 843077 47 0 Admin & Mgt Support 561000 198540501 198540501 0 0 0 0 198540501 1997 1997 0 0 0 80168 0 -80168 -80168 -80168 0 0 0 0 0 198462330 198540501 0 -78171 762723 762723 12387222 12387222 0 0 55351 55351 78284434 78284434 1416071 1416071 3089566 3089566 6224658 6224658 26442 26442 7464278 7464278 723776 723776 11711500 11711500 0 0 12529146 12529146 1219417 1219417 28913723 28913723 3974052 3974052 933584 933584 4291451 4291451 247611 247611 16165216 16165216 43992 43992 BLDG & EQUIP REP & MNT 1527223 1527223 MEMBERSHIPS & SUBSCRIPTIONS 1029722 1029722 LICESES AND TAXES 1454521 1454521 RECRUITING 631352 631352 577861 577861 0 0 195684892 195684892 0 0 25000 0 5454604 609531 34414 0 0 0 90586 146731 12476917 0 0 62522305 0 0 0 5216172 0 86576260 0 47825607 182500 0 0 8745649 46821995 0 103575751 0 X -16999491 -16999491 0 86576260 0 X 2777438 14222053 X false true X true false X X X 1 Ochsner Clinic Foundation 720502505 3 true 0 0 1 0 0 true false false false false false false false false false false false false false false true Schedule A, Part I, Line 12g(vi) Support Ochsner Health System does not provide monetary support. Ochsner Health System provides management and support services to its supported organization, Ochsner Clinic Foundation. CAPITAL LEASES WORKERS COMPENSATION LIABILITY 457F DEFERRED COMP PLAN LONG TERM DUE TO RELATED PARTIES 0 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: "OCHSNER AND ITS SUBSIDIARIES QUALIFY AS TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(A) AND ARE DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES. MANAGEMENT ANNUALLY REVIEWS ITS TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE ACCOMPANYING CONSOLIDATED BALANCE SHEETS. THE STATUTE OF LIMITATIONS REMAINS OPEN FOR TAX YEARS 2014 THROUGH 2017 IN OCHSNER'S MAIN TAX JURISDICTIONS. THE TAX CUTS AND JOBS ACT (ACT) WAS ENACTED ON DECEMBER 22, 2017. THE ACT REDUCES THE U.S. FEDERAL CORPORATE TAX RATE FROM 35% TO 21%, REQUIRES COMPANIES TO PAY A ONE-TIME TRANSITION TAX ON EARNINGS OF CERTAIN FOREIGN SUBSIDIARIES THAT WAS PREVIOUSLY TAX DEFERRED AND CREATES NEW TAXES ON CERTAIN FOREIGN SOURCED EARNINGS. FOR TAX-EXEMPT ENTITIES, THE ACT ALSO REQUIRES ORGANIZATIONS TO CATEGORIZE CERTAIN FRINGE BENEFIT EXPENSES AS A SOURCE OF UNRELATED BUSINESS INCOME, PAY AN EXCISE TAX ON REMUNERATION ABOVE CERTAIN THRESHOLDS THAT IS PAID TO EXECUTIVES BY THE ORGANIZATION, AND REPORT INCOME OR LOSS FROM UNRELATED BUSINESS ACTIVITIES ON AN ACTIVITYBY- ACTIVITY BASIS, AMONG OTHER PROVISIONS. CERTAIN REGULATORY GUIDANCE PROVIDES FOR A MEASUREMENT PERIOD OF UP TO ONE YEAR DURING WHICH THE ACCOUNTING FOR THE TAX EFFECTS OF THE ACT MAY BE COMPLETED. OCHSNER MAY RECORD FURTHER ADJUSTMENTS IN FUTURE PERIODS UPON OBTAINING, PREPARING, OR ANALYZING ADDITIONAL INFORMATION ABOUT FACTS AND CIRCUMSTANCES THAT EXISTED AS OF THE DATE OF ENACTMENT THAT WOULD HAVE AFFECTED THE INCOME TAX EFFECTS INITIALLY REPORTED. OCHSNER WILL CONTINUE TO REVISE AND REFINE THE CALCULATIONS AS ADDITIONAL IRS GUIDANCE IS ISSUED." true CHRISTUS HEALTH PLAN 919 Hidden RDG Irving TX 75038 452106295 501(c)(3) 100000 DISASTER SUPPORT HURRICANE HARVEY UNITED NEGRO COLLEGE FUND 1100 POYDRAS ST NEW ORLEANS LA 70163 131624241 501(c)(3) 75000 GENERAL SUPPORT REBUILD LOUISIANA 900 N 3RD STREET BATON ROUGE LA 70802 811464694 governmental 50000 GENERAL SUPPORT 2018 NOLA FOUNDATION 201 SAINT CHARLES AVE NEW ORLEANS LA 70170 472294693 501(c)(3) 50000 GENERAL SUPPORT BOY SCOUTS OF AMERICA PO BOX 1146 METAIRIE LA 70004 720408954 501(c)(3) 30000 GENERAL SUPPORT FORWARD JEFFERSON CORPORATION 700 CHURCHILL PKWY AVONDALE LA 70094 200334197 501(C)(3) 27500 GENERAL SUPPORT GREATER NEW ORLEANS INC 1100 POYDRAS ST NEW ORLEANS LA 70130 720272090 501(C)(6) 25000 GENERAL SUPPORT LOUISIANA FIRST FOUNDATION 1001 Capitol Access Road BATON ROUGE LA 70802 815192457 501(c)(3) 25000 GENERAL SUPPORT UNIVERSITY OF NEW ORLEANS 2000 LAKESHORE DRIVE NEW ORLEANS LA 70148 721051326 501(c)(3) 25000 GENERAL SUPPORT BETTER THAN EZRA FOUNDATION 326 LAFAYETTE ST HOUMA LA 70360 208014826 501(c)(3) 25000 GENERAL SUPPORT JUNIOR ACHIEVEMENT 5100 ORLEANS AVE NEW ORLEANS LA 70124 720469314 501(c)(3) 20500 GENERAL SUPPORT PUERCO RICO (HOGS FOR A CAUSE) 2236 ST CHARLES AVE NEW ORLEANS LA 70130 320273586 501(c)(3) 20000 GENERAL SUPPORT TRES DOUX FOUNDATION PO BOX 792054 NEW ORLEANS LA 70179 NEW ORLEANS LA 70179 810762986 501(c)(3) 20000 GENERAL SUPPORT AMERICAN CANCER SOCIETY 2200 veterans blvd KENNER LA 70062 131788491 501(c)(3) 15000 GENERAL SUPPORT ANTI-DEFAMATION LEAGUE 605 Third Avenue New York NY 10158 131818723 501(c)(3) 15000 GENERAL SUPPORT LEGACY DONOR FOUNDATION 2701 KINGMAN ST METAIRIE LA 70006 721454097 501(c)(3) 10000 GENERAL SUPPORT CHRISTUS HEALTH 3330 MASONIC DRIVE ALEXANDRIA LA 71301 720998302 501(c)(3) 10000 GENERAL SUPPORT STUART HALL 2032 S CARROLLTON AVE NEW ORLEANS LA 70118 720988860 501(c)(3) 10000 GENERAL SUPPORT BOYS & GIRLS CLUBS OF SOUTHEAST LOUISIANA inc PO BOX 19627 NEW ORLEANS LA 70179 720648695 501(c)(3) 10000 GENERAL SUPPORT METANOIA INC PO BOX 87279 BATON ROUGE LA 70879 721179031 501(c)(3) 10000 GENERAL SUPPORT SISTERS OF THE HOLY FAMILY 6901 Chef Menteur HWY NEW ORLEANS LA 70126 720445322 501(c)(3) 10000 GENERAL SUPPORT FOREKIDS FOUNDATION 11005 LAPALCO BLVD AVONDALE LA 70094 581940111 501(c)(3) 9073 GENERAL SUPPORT LOUISIANA FIRE SOCCER CLUB 1918 18TH ST KENNER LA 70062 721025278 501(c)(3) 9000 GENERAL SUPPORT AUDUBON NATURE INSTITUTE 1 canal st New Orleans LA 70130 510157624 501(c)(3) 7500 GENERAL SUPPORT NEW ORLEANS AREA HABITAT FOR HUMANITY 2900 Elysian Fields New Orleans LA 70122 720973161 501(c)(3) 7500 GENERAL SUPPORT NORTHSHORE COMMUNITY FOUNDATION 103 NORTHPARK BLVD Covington LA 70433 611517784 501(c)(3) 6000 GENERAL SUPPORT 25 1 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. ASSISTANCE PROVIDED TO OTHER ORGANIZATIONS IS MONITORED BY THE NORMAL ACCOUNTS PAYABLE PROCESS THAT THE ORGANIZATION HAS IN PLACE, WHICH REQUIRES TIERED APPROVAL AND SUBSTANTIATION OF ALL PAYMENTS. X X X true true X X X X true true false false false true true true false PATRICK J QUINLAN MD FORMER OFFICER & DIRECTOR 1378 0 4298 0 1039579 0 231389 0 821 0 1277465 0 0 0 WARNER L THOMAS CEO / BOARD MEMBER 1286383 0 1874128 0 40388 0 432561 0 24062 0 3657523 0 0 0 VINCENT R ADOLPH MD BOARD MEMBER/SENIOR PHYSICIAN 0 618434 0 1077 0 25160 0 43712 0 16705 0 705087 0 12912 PEDRO CAZABON MD BOARD MEMBER/SENIOR PHYSICIAN 0 320203 0 47299 0 4322 0 43923 0 19914 0 435661 0 0 RICHARD E DEICHMANN MD BOARD MEMBER/SENIOR PHYSICIAN 0 122283 0 34277 0 140469 0 48800 0 12926 0 358756 0 0 DENNIS KAY MD BOARD MEMBER/SENIOR PHYSICIAN 0 684630 0 27426 0 47100 0 51652 0 18718 0 829526 0 20852 GEORGE E LOSS MD PHD BOARD MEMBER/SENIOR PHYSICIAN 0 961152 0 31637 0 55930 0 52215 0 22665 0 1123599 0 3415 TIMOTHY L RIDDELL MD BOARD MEMBER/SENIOR PHYSICIAN 0 277167 0 37577 0 5278 0 24800 0 9444 0 354266 0 0 DANA H SMETHERMAN MD BOARD MEMBER/SENIOR PHYSICIAN 0 615949 0 8 0 15629 0 42454 0 21825 0 695864 0 0 VICTORIA A SMITH MD BOARD MEMBER/SENIOR PHYSICIAN (BEGIN 9/26/17) 0 248434 0 2500 0 14272 0 24800 0 13821 0 303826 0 0 DAVID E TAYLOR MD BOARD MEMBER/SENIOR PHYSICIAN 0 328522 0 22266 0 9582 0 53342 0 22807 0 436518 0 4542 BOBBY C BRANNON EXEC VP & TREASURER 0 487049 0 160000 0 47097 0 30800 0 18751 0 743697 0 0 MICHAEL F HULEFELD EXEC VP & CHIEF OPERATING OFFICER 727109 0 277845 0 763262 0 191441 0 26674 0 1986331 0 474437 0 PETER C NOVEMBER SECRETARY/EXEC VP CHIEF ADMINISTRATIVE OFFICER 599433 0 277810 0 55004 0 203184 0 23736 0 1159167 0 31754 0 SCOTT J POSECAI EXEC VP & CHIEF FINANCIAL OFFICER 617873 0 276186 0 43804 0 278808 0 12480 0 1229150 0 0 0 STEVEN B DEITELZWEIG MD FORMER KEY EMPLOYEE 0 423269 0 30500 0 12496 0 36655 0 22839 0 525760 0 0 E Edward MARTIN JR MD FORMER KEY EMPLOYEE 0 366911 0 101358 0 108401 0 44036 0 16370 0 637076 0 45197 DAWN R PEVEY FORMER KEY EMPLOYEE 0 244630 0 60278 0 13276 0 36552 0 23182 0 377918 0 0 WILLIAM W PINSKY MD FORMER KEY EMPLOYEE 0 0 0 1864 0 123693 0 0 0 0 0 125557 0 0 DAWN M PUENTE MD FORMER KEY EMPLOYEE 0 358586 0 100000 0 50143 0 50250 0 18246 0 577226 0 35797 CRISTINA R WHEAT FORMER KEY EMPLOYEE 0 68384 0 0 0 69514 0 14644 0 9053 0 161595 0 61197 ROBERT WOLTERMAN FORMER KEY EMPLOYEE 0 420355 0 66217 0 33748 0 64000 0 20154 0 604475 0 20362 DAVID G CARMOUCHE MD SR VP & PRES OHN/MED DIR SVC LINES 0 454734 0 165001 0 14583 0 68292 0 19367 0 721976 0 0 MICHELLE D DODENHOFF SR VP & CHIEF DEVELOPMENT OFFICER 386550 0 219483 0 92606 0 63200 0 22832 0 784670 0 49902 0 DAVID M GAINES CEO-SYSTEM RETAIL & SR VP PUBLIC AFFAIRS 405752 0 125552 0 74761 0 64480 0 22832 0 693377 0 50313 0 RICHARD D GUTHRIE JR MD CHIEF QUALITY OFFICER 0 440853 0 50000 0 68533 0 77302 0 17523 0 654210 0 49849 ROBERT I HART MD EXEC VP-CHIEF MEDICAL OFFICER 528737 0 131802 0 63878 0 48800 0 11027 0 784244 0 40467 0 WILLIAM A MCDADE MD PHD EXEC VP-CHIEF ACADEMIC OFFICER 0 452835 0 51905 0 21336 0 74698 0 27154 0 627928 0 0 MARK S MULLER SR VP-STRATEGY & BUS DEV 428852 0 142093 0 63733 0 83600 0 8781 0 727059 0 46395 0 JANET L SNOW-GODFREY SR VP & CHIEF HR OFFICER 66668 0 98055 0 550648 0 24000 0 2677 0 742048 0 0 0 TRACEY T SCHIRO SR VP-CHIEF HR OFFICER 370515 0 101029 0 14518 0 73090 0 21198 0 580350 0 15558 0 MICHAEL L LOUVIERE SYS VP SUPPLY CHAIN 371520 0 92504 0 34341 0 67925 0 17139 0 583429 0 19331 0 RONALD G MELTON SYS VP FINANCE/CONTROLLER 289446 0 63284 0 30943 0 53643 0 11143 0 448459 0 21786 0 PAUL N PAGE MD PHYSICIAN 14289 386986 0 0 429 11621 1007 27267 724 19604 16448 445478 0 0 JEFFREY P SAUCIER SYS VP PLANNING & ANALYSIS 356039 0 74128 0 47315 0 42386 0 21193 0 541061 0 30930 0 LAURA E WILT SYS VP-CIO 310067 0 58052 0 12141 0 41120 0 24287 0 445667 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel OCHSNER OCCASIONALLY ALLOWS EMPLOYEES TO FLY FIRST-CLASS, SUCH AS WHEN OTHER SEATING IS NOT AVAILABLE OR FOR TRANS-OCEANIC FLIGHTS. IN 2017, OCHSNER'S CEO AND MEMBERS OF MANAGEMENT FLEW ON CHARTER FLIGHTS ON OCCASIONS IN WHICH EITHER NO OTHER AIRFARE WAS AVAILABLE OR IT WAS MORE EFFICIENT BECAUSE OF THE NUMBER OF INDIVIDUALS MAKING THE TRIP. IN ADDITION, OCHSNER HOSTS AN ANNUAL RETREAT FOR ITS BOARD OF DIRECTORS AND SENIOR MANAGEMENT. SEVERAL OF THE ATTENDEES FLEW IN A CHARTERED AIRCRAFT, WHICH WAS PROVIDED TO OCHSNER FREE OF CHARGE FOR THE EVENT. Schedule J, Part I, Line 1a Travel for companions OCHSNER HOSTS ITS BOARD OF DIRECTORS AND SENIOR MANAGEMENT AT A FEW DEVELOPMENTAL EVENTS. THE EVENTS ARE RELATIONSHIP-BUILDING EVENTS, AS WELL AS TO PROVIDE THE DIRECTORS AND MANAGERS WITH INFORMATION AND TRAINING AS IT RELATES TO THEIR GOVERNANCE AT OCHSNER, AND THE ATTENDEES' SPOUSES ARE ENCOURAGED TO ATTEND. OCHSNER PROVIDED TRAVEL, ACCOMMODATIONS, AND ENTERTAINMENT FOR THE ATTENDING SPOUSES OF OFFICERS, KEY EMPLOYEES, AND BOARD MEMBERS. IN ADDITION, OCHSNER PROVIDED ENTERTAINMENT AT THE EVENTS FOR THE DIRECTORS AND EMPLOYEES IN ATTENDANCE. TRAVEL FOR COMPANIONS AND ALL ENTERTAINMENT EXPENSES WERE REPORTED AS TAXABLE COMPENSATION TO THE EMPLOYEES OR BOARD MEMBERS. Schedule J, Part I, Line 1a Tax indemnification and gross-up payments THE COMMUNITY BOARD MEMBERS ARE TYPICALLY REIMBURSED FOR ANY EXPENSES THAT THEY INCUR ON BEHALF OF OCHSNER. OCHSNER ALSO PAYS FOR TRAVEL OR ENTERTAINMENT FOR THE COMMUNITY BOARD MEMBERS AND THEIR SPOUSES IN CONJUNCTION WITH A BOARD EDUCATIONAL AND PLANNING EVENT. THESE EXPENSES ARE EVALUATED FOR INCOME TAX PURPOSES, AND IN SITUATIONS WHERE THEY ARE TAXABLE TO COMMUNITY BOARD MEMBERS, OCHSNER PROVIDES A GROSS-UP PAYMENT IN ORDER TO COVER TAXES RELATED TO SUCH EXPENSES. OCHSNER ALSO GROSSED UP IMPUTED INCOME ON CHRISTMAS GIFTS TO THE BOARD MEMBERS IN 2017. 21 BOARD MEMBERS AND EXECUTIVES RECEIVED GROSS-UP PAYMENTS IN 2017. Schedule J, Part I, Line 4a Severance or change-of-control payment THE FOLLOWING SEVERANCE PAYMENT WAS MADE IN 2017, PURSUANT TO THE TERMS OF A SEPARATION AGREEMENT: * WILLIAM W PINSKY, MD, IN THE AMOUNT OF $123,693 * JANET SNOW-GODFREY, SR. VICE PRESIDENT & CHIEF HUMAN RESOURCES OFFICER, IN THE AMOUNT OF $321,541 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING PEOPLE PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) WHICH IS PART OF THE TERMS AND CONDITIONS OF THEIR EMPLOYMENT CONTRACTS WITH OCHSNER HEALTH SYSTEM AND OCHSNER CLINIC FOUNDATION AND IS BASED ON A TARGETED REPLACEMENT OF A SET PERCENTAGE OF THEIR SALARY AT AGE 65. THE SERP IS CLASSIFIED AS A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THIS BENEFIT IS FUNDED IN A TRUST ACCOUNT WITH CAPITAL ONE BANK. FOLLOWING IS A LIST OF PARTICIPANTS, THEIR TITLE WITH THE SPONSORING ORGANIZATION, AND ANY DISTRIBUTIONS MADE IN 2017. * WARNER THOMAS, PRESIDENT AND CHIEF EXECUTIVE OFFICER; NO DISTRIBUTION * PATRICK QUINLAN, M.D., FORMER CHIEF EXECUTIVE OFFICER; DISTRIBUTION OF $3,426,559 * MICHAEL HULEFELD, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER; DISTRIBUTION OF $728,540 * PETER NOVEMBER, SECRETARY, EXECUTIVE VICE PRESIDENT, AND CHIEF ADMINISTRATIVE OFFICER; NO DISTRIBUTION * SCOTT POSECAI, EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER; NO DISTRIBUTION * BOBBY BRANNON, EXECUTIVE VICE PRESIDENT AND TREASURER; NO DISTRIBUTION ROBERT I HART, M.D., EXECUTIVE VICE PRESIDENT AND CHIEF MEDICAL OFFICER, PARTICIPATES IN A NONQUALIFIED SUPPLEMENTAL PLAN WHICH IS PART OF THE TERMS AND CONDITIONS OF HIS EMPLOYMENT CONTRACT WITH OCHSNER HEALTH SYSTEM. THE RETIREMENT CALCULATION IS A DEFINED AMOUNT AS A PERCENT OF BASE PAY, CALCULATED ANNUALLY, AND IS EARNED IN ONE VESTING PERIOD ENDING AUGUST 31, 2021. THE BENEFIT WILL BE FUNDED IN A TRUST ACCOUNT WITH CAPITAL ONE BANK. DR. HART DID NOT RECEIVE A DISTRIBUTION IN 2017. THE FOLLOWING PEOPLE PARTICIPATE IN A 457(F) NON-QUALIFIED, UNFUNDED, DEFERRED COMPENSATION PLAN, WHICH WAS ESTABLISHED IN 2010. THE PLAN ALLOWS FOR DISCRETIONARY INITIAL CONTRIBUTIONS, VESTING BEGINS AT AGE 55. THE MOST RECENT THREE YEARS ARE SUBJECT TO FORFEITURE UNTIL THE ATTAINMENT OF AGE 65. ANNUAL FIXED CONTRIBUTIONS ARE INDIVIDUALLY BASED AND ARE TARGETED TO REPLACE THE BENEFIT THAT WOULD HAVE BEEN RECEIVED FROM THE FROZEN OCHSNER CLINIC FOUNDATION RETIREMENT PLAN HAD THE PLAN CONTINUED UNTIL THE PARTICIPANT ATTAINED AGE 65. THE CONTRIBUTION IS OFFSET BY ACTUAL RETIREMENT BENEFIT AND BENEFIT RECEIVED IN THE OCF 401(K) PLAN. FOLLOWING IS A LIST OF PARTICIPANTS AND ANY DISTRIBUTIONS MADE IN 2017. * VINCENT R ADOLPH, MD; DISTRIBUTION OF $14,947 * PEDRO CAZABON, MD; NO DISTRIBUTION * STEVEN B DEITELZWEIG, MD; NO DISTRIBUTION * RICHARD D GUTHRIE, JR, MD; DISTRIBUTION OF $37,559 * DENNIS KAY, MD; DISTRIBUTION OF $24,139 * GEORGE E LOSS, JR, MD, PHD; DISTRIBUTION OF $3,953 * RONALD G MELTON; DISTRIBUTION OF $9,227 * DAWN M PUENTE, MD; DISTRIBUTION OF $9,213 * DANA H SMETHERMAN, MD; NO DISTRIBUTION * DAVID E TAYLOR, MD; DISTRIBUTION OF $5,258 * CRISTINA R WHEAT; DISTRIBUTION OF $67,523 * E EDWARD MARTIN, JR, MD; DISTRIBUTION OF $15,323 THE FOLLOWING PEOPLE PARTICIPATE IN A 457(F) NON-QUALIFIED, UNFUNDED, DEFERRED COMPENSATION PLAN, WHICH WAS ADOPTED IN 2013. THE PLAN ALLOWS FOR ANNUAL FIXED CONTRIBUTIONS BASED ON A PERCENT OF BASE PAY AND SUBJECT TO A THREE-YEAR VESTING REQUIREMENT; AND ANNUAL DISCRETIONARY CONTRIBUTIONS BASED ON A PERCENT OF BASE PAY OR A FLAT-DOLLAR AMOUNT AND SUBJECT TO A THREE-YEAR VESTING REQUIREMENT. FOLLOWING IS A LIST OF PARTICIPANTS AND ANY DISTRIBUTIONS MADE IN 2017. * DAVID G CARMOUCHE, MD; NO DISTRIBUTION * PEDRO CAZABON, MD; NO DISTRIBUTION * MICHELLE D DODENHOFF; DISTRIBUTION OF $49,902 * DAVID M GAINES; DISTRIBUTION OF $50,313 * RICHARD D GUTHRIE, JR, MD; DISTRIBUTION OF $20,491 * ROBERT I HART, MD; DISTRIBUTION OF $40,467 * MICHAEL F HULEFELD; NO DISTRIBUTION * MICHAEL L LOUVIERE; DISTRIBUTION OF $19,331 * RONALD G MELTON; DISTRIBUTION OF $13,816 * MARK S MULLER; DISTRIBUTION OF $46,395 * PETER NOVEMBER; DISTRIBUTION OF $31,754 * DAWN R PEVEY; NO DISTRIBUTION * SCOTT J POSECAI; NO DISTRIBUTION * DAWN M PUENTE, MD; DISTRIBUTION OF $27,838 * JEFFREY P SAUCIER; DISTRIBUTION OF $30,930 * LAURA E WILT; NO DISTRIBUTION * ROBERT WOLTERMAN; DISTRIBUTION OF $20,362 * E EDWARD MARTIN, JR, MD; DISTRIBUTION OF $31,961 * WILLIAM A MCDADE, MD; NO DISTRIBUTION Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organization THE PHYSICIAN AND EXECUTIVE COMPENSATION COMMITTEE OF THE OCHSNER HEALTH SYSTEM BOARD OF DIRECTORS REVIEWS AND APPROVES ALL OFFICER EXECUTIVE INCENTIVE PLANS, WHICH INCLUDE THOSE FOR THE OFFICERS: THE PRESIDENT AND CEO, COO, CFO, TREASURER, CHIEF MEDICAL OFFICER, AND EXECUTIVE VICE PRESIDENTS. ALL THE INCENTIVE PAYOUTS ARE AUDITED BY THE BOARD INTERNAL AUDIT COMMITTEE. FOR THE 2017 INCENTIVE PLAN, WHICH WAS ACCRUED IN 2017, THERE WERE MULTIPLE WEIGHTED COMPONENTS WHICH INCLUDED SYSTEM FINANCIAL & GROWTH METRICS, A HUMAN CAPITAL METRIC, QUALITY METRICS AND A SUBJECTIVE METRIC BASED ON THEIR PERSONAL PERFORMANCE TARGETS. ANNUALLY, THE OFFICERS OF OCHSNER HEALTH SYSTEM REVIEW AND APPROVE INCENTIVE PLANS FOR THE STRATEGIC AND PHYSICIAN LEADERSHIP GROUPS. THE PLANS ARE DEVELOPED SIMILAR TO THE OFFICER INCENTIVE PLANS WITH WEIGHTED COMPONENTS, INCLUDING A SUBJECTIVE COMPONENT BASED ON PERSONAL PERFORMANCE. THE CEO APPROVES ALL BONUSES FOR THIS GROUP OF MANAGEMENT. THE SYSTEM FINANCIAL & GROWTH METRICS CAN RELATE TO THE NET EARNINGS OF THE ORGANIZATION, AS THE BONUS AMOUNT CAN INCREASE OR DECREASE DEPENDING ON WHETHER THE FINANCIAL TARGETS ARE MET. HOWEVER, NO EMPLOYEE IS PAID A PERCENTAGE OF NET EARNINGS. ALL AMOUNTS ARE PROVIDED IN SCHEDULE J PART II IN COLUMN B(II). Schedule J, Part I, Line 6b Compensation contingent on net earnings of a related organization SEE THE DISCLOSURE FOR SCH J, PART I, LINE 6A FOR A DESCRIPTION OF THE INCENTIVE PLAN. THE SYSTEM FINANCIAL & GROWTH METRICS CAN RELATE TO NET EARNINGS OF THE RELATED ENTITIES IN THE HEALTH SYSTEM, AS THE BONUS AMOUNT CAN INCREASE OR DECREASE DEPENDING ON WHETHER THE FINANCIAL TARGETS ARE MET. HOWEVER, NO EMPLOYEE IS PAID A PERCENTAGE OF NET EARNINGS. Schedule J, Part I, Line 7 Non-fixed payments SEE THE DISCLOSURE FOR SCH J, PART I, LINE 6A FOR A DESCRIPTION OF THE INCENTIVE PLAN. THE INCENTIVE PLANS INCLUDE A SUBJECTIVE COMPONENT BASED ON PERSONAL PERFORMANCE WHICH AFFECTS THE AMOUNT OF INCENTIVE PAYMENT. IN ADDITION, NON-FIXED PAYMENTS WERE MADE IN 2017. THE FOLLOWING WERE INCLUDED IN SCHEDULE J PART II, COLUMN B(III): SPOUSAL TRAVEL AND ENTERTAINMENT AT BOARD RETREATS AND GROSS-UP IN COMPENSATION RELATED TO IMPUTED INCOME. MICHELLE DODENHOFF EMPLOYEE RETENTION X 125000 7907 false false false 7907 Schedule L, Part II Loans To and From Interested Persons The loan described in Part II is a form of compensation designed to encourage employee retention. It is forgiven over a specified period if the employee remains with the organization for the entire period, and must be paid by the employee only under certain circumstances including termination. Any loan forgiveness is treated as taxable compensation. CASH-NON-INT BEARING 2017-12-31 84134 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) SAVINGS & TEMP CASH INVEST 2017-12-31 532596 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) ACCOUNTS RECEIVABLE 2017-12-31 2029361 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) NOTES & LOANS RECV, NET 2017-12-31 0 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) RECEIVABLES FROM ODTHKHE 2017-12-31 7907 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) INVENTORY FOR SALE OR USE 2017-12-31 542043 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) PREPAID EXP & DEFERRED CHRG 2017-12-31 14890315 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) LAND, BLDG, EQUIP:COST 2017-12-31 108059356 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) LESS: ACCUM DEPRECIATION 2017-12-31 -47927864 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) OTHER ASSETS 2017-12-31 4869513 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) A/P & ACCRUED EXP 2017-12-31 -43796651 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) DEFERRED REVENUE 2017-12-31 -167751 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) MORTG & OTHR NOTES PAY 2017-12-31 -9776414 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) OTHER LIABILITIES 2017-12-31 -43568598 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) TOTAL NET ASSETS 2017-12-31 14222054 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) true true false false true true true true false Schedule N, Part I, Line 2a Interested person is a director or trustee of successor org. ALL EMPLOYEES OF OCHSNER HEALTH SYSTEM BECAME EMPLOYEES OF OCHSNER CLINIC FOUNDATION, A CONTROLLED 501(C)(3) ORGANIZATION, AND THE SUPPORTED ORGANIZATION, AT THE TIME OF THE MERGER. Schedule N, Part I, Line 2b Interested person is an employee or ind. contractor of successor org. ALL EMPLOYEES OF OCHSNER HEALTH SYSTEM BECAME EMPLOYEES OF OCHSNER CLINIC FOUNDATION, A CONTROLLED 501(C)(3) ORGANIZATION, AND THE SUPPORTED ORGANIZATION, AT THE TIME OF THE MERGER. ALL CONTRACTS WITH INDEPENDENT CONTRACTS WERE ASSIGNED TO OCHSNER CLINIC FOUNDATION. Form 990, Part III, Line 3 Significant changes in program services OCHSNER HEALTH SYSTEM MERGED INTO OCHSNER CLINIC FOUNDATION, 72-0502505, A RELATED 501(C)(3) CORPORATION AND ITS SUPPORTED ORGANIZATION. Form 990, Part VI, Line 1a Material differences in voting rights THE ARTICLES OF INCORPORATION PROVIDE THAT NO ACTION OF THE BOARD MAY BE RESOLVED UNLESS A MAJORITY OF THE INDEPENDENT DIRECTORS PRESENT APPROVE THE MATTER. THUS, EVEN IN SITUATIONS WHERE THERE IS NOT AN ABSOLUTE MAJORITY OF INDEPENDENT DIRECTORS IN OFFICE, THOSE INDEPENDENT DIRECTORS IN OFFICE CONTROL OCHSNER HEALTH SYSTEM'S ACTIVITIES. THE FOLLOWING ACTIONS REQUIRE THE MAJORITY APPROVAL OF TOTAL MEMBERS OF THE SENIOR PHYSICIAN CLASS, REGARDLESS OF THE NUMBER OF SENIOR PHYSICIAN CLASS MEMBERS ACTUALLY VOTING: 1) AMENDMENTS TO THE ARTICLES WHICH AFFECT THE RIGHTS OF SR. PHYSICIANS; 2) ANY CHANGE IN THE TOTAL NUMBER OF DIRECTORS, COMMUNITY DIRECTORS, OR SR. PHYSICIAN DIRECTORS; 3) THE STATUS OF THE CEO AS A MEMBER OF THE BOARD; AND 4) CHANGES TO THE SUPERMAJORITY REQUIREMENTS, WHICH CALL FOR APPROVAL BY TWO-THIRD OF THE ENTIRE BOARD FOR CERTAIN ACTIONS TO BE CONSIDERED APPROVED. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Mrs. Mestayer and Mr. Suquet - Business relationship, Mr. Hines and Mr. LeCorgne - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body ONE OR MORE MEMBERS OF SENIOR MANAGEMENT REVIEWS THE RETURN. THE RETURN IS ALSO REVIEWED BY ERNST & YOUNG, LLP, THE COMPANY'S TAX ADVISORS. THE AUDIT AND OVERSIGHT COMMITTEE OF THE BOARD OF DIRECTORS OF OCHSNER HEALTH SYSTEM, WHICH IS COMPRISED OF INDEPENDENT DIRECTORS, IS THEN PROVIDED THE RETURN PRIOR TO THE FILING DATE AND GIVEN THE OPPORTUNITY TO REVIEW AND DISCUSS THE RETURNS WITH MANAGEMENT/STAFF. THE MEETING TO REVIEW THE 2017 RETURN WAS HELD ON OCTOBER 29, 2018. A COPY OF THE RETURN IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS ELECTRONICALLY AND COMMENTS ARE SOLICITED FROM THE ENTIRE BOARD. Form 990, Part VI, Line 12c Conflict of interest policy OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES OF OCHSNER HEALTH SYSTEM AND ITS SUBSIDIARIES 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 STEERING COMMITTEE WILL MAKE MITIGATION RECOMMENDATIONS, INCLUDING, BUT NOT LIMITED TO, DIVESTITURE AND TERMINATION OF EMPLOYMENT. OCHSNER HEALTH SYSTEM REQUIRES ANNUAL CERTIFICATION THAT THE RELATIONSHIPS DISCLOSED DURING A PRECEDING CALENDAR YEAR ARE COMPLETE AND ACCURATE. IN ADDITION, EMPLOYEES THAT DO NOT FALL WITHIN THE SCOPE OF THE CONFLICT OF INTEREST DISCLOSURE POLICY ANNUALLY COMPLETE CONFLICT OF INTEREST TRAINING IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. Form 990, Part VI, Line 15a Process to establish compensation of top management official ALL CEO AND OFFICER COMPENSATION AND BENEFITS ARRANGEMENTS, INCLUDING SALARY AND BONUS INCENTIVE PLANS, ARE REVIEWED AND APPROVED BY THE EXECUTIVE AND SENIOR PHYSICIAN COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS (COMPENSATION COMMITTEE). NO SUBSTANTIVE CHANGE TO THE COMPENSATION OR BENEFITS PACKAGES IS MADE UNTIL COMMITTEE APPROVAL IS GRANTED IN ACCORDANCE WITH INTERMEDIATE SANCTIONS GUIDELINES. THE COMPENSATION COMMITTEE 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. IN ORDER TO MEET THE REQUIREMENTS OF THE IRS INTERMEDIATE SANCTIONS REGULATIONS, THE COMPENSATION COMMITTEE IDENTIFIED THE "DISQUALIFIED INDIVIDUALS" THAT ARE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE COMPANY'S OPERATIONS. THESE INDIVIDUALS ARE THE MEMBERS OF THE EXECUTIVE OFFICERS COMMITTEE (EOC), REGIONAL MEDICAL DIRECTORS, PHYSICIAN BOARD MEMBERS AND SECTION HEADS FOR KEY DEPARTMENTS. FOR DISQUALIFIED INDIVIDUALS, THE COMPENSATION REVIEW ALSO INCLUDES THE COST OF BENEFITS SUCH AS THE COMPANY PORTION OF MEDICAL AND DENTAL BENEFITS, MALPRACTICE INSURANCE, PAYMENTS FOR 401K MATCHING AND PENSION PAYMENTS. Form 990, Part VI, Line 15b Process to establish compensation of other employees SEE PT VI LN 15A FOR OFFICERS AND KEY EMPLOYEES. A DIFFERENT REVIEW PROCESS IS USED FOR PHYSICIANS. ANNUALLY, THE PHYSICIAN COMPENSATION DEPARTMENT REVIEWS THE COMPENSATION OF EACH EMPLOYED PHYSICIAN. THIS REVIEW INCLUDES A COMPARISON OF PHYSICIAN SALARIES AGAINST NATIONAL SURVEY DATA FOR THEIR SPECIALTY. THE PHYSICIAN COMPENSATION DEPARTMENT COMPILES THE COMPENSATION DATA FOR EACH PHYSICIAN INCLUDING BASE SALARY, STIPENDS, ON-CALL PAY, ETC. EACH PHYSICIAN'S COMPENSATION AS WELL AS THE TOTAL WORK RELATIVE VALUE UNITS (RVUS) ARE COMPARED TO THE SURVEY DATA. COMPENSATION FOR OTHER NON-OFFICER AND NON-PHYSICIAN KEY EMPLOYEES IS REVIEWED BY SENIOR EXECUTIVES WHO TAKE MARKET VALUE RESEARCH INTO CONSIDERATION WHEN DETERMINING COMPENSATION LEVELS. Form 990, Part VI, Line 19 Required documents available to the public ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE CORPORATE INTEGRITY DEPARTMENT OF OCHSNER CLINIC FOUNDATION. FORMS 990 AND 990-T ARE AVAILABLE UPON REQUEST TO THE CHIEF FINANCIAL OFFICER OF OCHSNER CLINIC FOUNDATION. Form 990, Part VII, Section A, Line 1a ADDITIONAL COMPENSATION EXPLANATION COMPENSATION FROM INTEGRATED HEALTH SYSTEM MANY OF THE INDIVIDUALS LISTED IN PART VII AND SCHEDULE J HOLD POSITIONS WITH RELATED 501(C)(3) ORGANIZATIONS. FOR EACH OF THESE INDIVIDUALS, THE COMPENSATION LISTED IS RECEIVED FROM THE RELATED ORGANIZATION, AND THE COMPENSATION IS FOR THE INDIVIDUAL'S ROLE AS AN EMPLOYEE OF THE RELATED ORGANIZATION AND THE INTEGRATED HEALTH SYSTEM. THE AMOUNT OF TIME SHOWN FOR EACH AS "AVERAGE HOURS PER WEEK DEVOTED TO POSITION" CONSISTS PRIMARILY OF HIS/HER TIME SPENT ON HIS/HER ROLE WITH OCHSNER HEALTH SYSTEM. IN REALITY, HIS/HER TIME IS SPENT ON FULFILLING RESPONSIBILITIES THROUGH THEIR ROLES WITH THE RELATED ORGANIZATION AND/OR ACROSS ALL OTHER ORGANIZATIONS IN THE INTEGRATED HEALTH SYSTEM, AND MAY BE MORE EVENLY DISTRIBUTED. THE FOLLOWING IS A LIST OF THE INDIVIDUALS WITH SUCH CIRCUMSTANCES, EACH PERSON'S TITLE WITH THE RELATED ORGANIZATION, AND THE RELATED ORGANIZATION THAT EMPLOYS EACH INDIVIDUAL. * VINCENT R ADOLPH, MD; SENIOR PHYSICIAN/SECTION HEAD, PEDIATRIC SURGERY; OCHSNER CLINIC FOUNDATION * BOBBY C BRANNON; EXEC VP & TREASURER; OCHSNER CLINIC FOUNDATION * DAVID CARMOUCHE; SR. VP & PRESIDENT-OCHSNER HEALTH NETWORK; OCHSNER CLINIC FOUNDATION * PEDRO CAZABON, MD; SR PHYSICIAN/ASSOC MEDICAL DIRECTOR, PRIMARY CARE, OMC-JEFFERSON HWY; OCHSNER CLINIC FOUNDATION * RICHARD E DEICHMANN, JR. MD; ACADEMIC LEADER, INTERNAL MEDICINE; OCHSNER CLINIC FOUNDATION * STEVEN B DEITELZWEIG, MD; MEDICAL DIRECTOR BUSINESS DEVELOPMENT AND SERVICE LINE LEADER HOSPITAL MEDICINE; OCHSNER CLINIC FOUNDATION * RICHARD D GUTHRIE, JR, MD; CHIEF QUALITY OFFICER; OCHSNER CLINIC FOUNDATION * DENNIS KAY, MD; SENIOR PHYSICIAN/SERVICE LINE LEADER, DEPARTMENT OF RADIOLOGY; OCHSNER CLINIC FOUNDATION * GEORGE LOSS, MD, PHD; SENIOR PHYSICIAN/ASSOCIATE MEDICAL DIRECTOR AND SYSTEM CHAIRMAN, DEPARTMENT OF SURGERY / CHIEF, MULTI-ORGAN TRANSPLANT INSTITUTE; OCHSNER CLINIC FOUNDATION * E EDWARD MARTIN, JR, MD; REG MED DIR - N.S. REG; OCHSNER CLINIC FOUNDATION * WILLIAM A MCDADE, MD; EXECUTIVE VP/CHIEF ACADEMIC OFFICER; OCHSNER CLINIC FOUNDATION * PAUL N PAGE, MD; PHYSICIAN-RADIATION THERAPY; OCHSNER CLINIC FOUNDATION * DAWN PEVEY; SYSTEM VP OF SERVICES LINES; OCHSNER HEALTH SYSTEM * WILLIAM W PINSKY, MD; FORMER EXECUTIVE VP/CHIEF ACADEMIC OFFICER; OCHSNER CLINIC FOUNDATION * DAWN PUENTE, MD; REG MED DIR, NO & COMM HOSP; OCHSNER CLINIC FOUNDATION * TIMOTHY L RIDDELL MD; ASSOCIATE MEDICAL DIRECTOR, FAMILY PRACTICE/MEDICAL ADVISOR-HANCOCK; OCHSNER CLINIC FOUNDATION * DANA H SMETHERMAN, MD; ASSOCIATE MEDICAL DIRECTOR, SERVICE LINES, OMC RADIOLOGY; OCHSNER CLINIC FOUNDATION * VICTORIA A SMITH, MD; SENIOR PHYSICIAN/ASSOCIATE MEDICAL DIRECTOR-ST CHARLES REGION; OCHSNER CLINIC FOUNDATION * DAVID E TAYLOR, MD; CHAIRMAN, PULMONARY & CRITICAL CARE; OCHSNER CLINIC FOUNDATION * CRISTINA R WHEAT; CONSULTANT/FORMER CHIEF COUNSEL; OCHSNER CLINIC FOUNDATION * ROBERT WOLTERMAN; CHIEF EXECUTIVE OFFICER, OCHSNER MEDICAL CENTER-JEFFERSON HWY; OCHSNER CLINIC FOUNDATION Form 990, Part VII, Section A, Line 1a ADDITIONAL COMPENSATION EXPLANATION - OFFICERS COMPENSATION OF OFFICERS AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION COMPENSATION FOR WARNER THOMAS, MICHAEL HULEFELD, SCOTT POSECAI, PETER NOVEMBER, AND BOBBY BRANNON INCLUDES ALL COMPENSATION RELATED TO THE INTEGRATED OCHSNER HEALTH SYSTEM, WHICH INCLUDES OCHSNER HEALTH SYSTEM (OHS, EIN 20-5296918) AND OCHSNER CLINIC FOUNDATION (OCF, EIN 72-0502505), BOTH RELATED 501(C)(3) ORGANIZATIONS. THE OTHER MEMBER OF THE INTEGRATED HEALTH SYSTEM ARE CHARGED A PORTION OF THESE AMOUNTS. THE AMOUNT OF TIME SHOWN FOR MR. THOMAS, MR. HULEFELD, MR. NOVEMBER, AND MR. POSECAI AS "AVERAGE HOURS PER WEEK DEVOTED TO POSITION" ON THIS FORM CONSISTS PRIMARILY OF THEIR ROLE AS AN OFFICER OF THE INTEGRATED HEALTH SYSTEM. ADDITIONAL TIME SPENT ON BOARDS, COMMITTEES AND THROUGH FULFILLING OTHER RESPONSIBILITIES AS AN OFFICER OF THE OTHER OCHSNER ORGANIZATIONS IS SHOWN AS A NOMINAL AMOUNT, BUT, IN REALITY, THE TIME IS MORE EVENLY DISTRIBUTED ACROSS ALL ENTITIES. AVERAGE HOURS WORKED FOR MR. BRANNON IS SHOWN AS A NOMINAL AMOUNT, WITH THE MAJORITY OF HIS TIME DISPLAYED ON THE OCHSNER CLINIC FOUNDATION RETURN, BUT, IN REALITY, HIS TIME IS MORE EVENLY DISTRIBUTED AMONGST ALL ENTITIES IN FULFILLING HIS DUTIES. Form 990, Part VII, Section A, Line 1a ADDITIONAL COMPENSATION EXPLANATION - DIRECTORS COMPENSATION OF DIRECTORS AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION THOSE DIRECTORS LISTED AS "BOARD MEMBER/SENIOR PHYSICIAN" ARE COMPENSATED ENTIRELY DUE TO THEIR ROLE AS AN EMPLOYEE OF A MEMBER OF THE INTEGRATED HEALTH SYSTEM. THE AMOUNT OF TIME SHOWN FOR THOSE DIRECTORS LISTED AS "BOARD MEMBER/SENIOR PHYSICIAN" AS "AVERAGE HOURS PER WEEK DEVOTED TO POSITION" ON THE FORM 990 FOR OCHSNER CLINIC FOUNDATION (EIN 72-0502505) CONSISTS PRIMARILY OF THEIR ROLE AS AN EMPLOYEE OF OCHSNER CLINIC FOUNDATION. ADDITIONAL TIME SPENT ON BOARDS, COMMITTEES AND THROUGH FULFILLING OTHER RESPONSIBILITIES AS A MEMBER OF ONE OR MORE BOARDS OF THE VARIED OCHSNER ORGANIZATIONS IS SHOWN AS A NOMINAL AMOUNT FOR OCHSNER HEALTH SYSTEM. AS A SENIOR PHYSICIAN DIRECTOR OF AN INTEGRATED HEALTH SYSTEM, THESE INDIVIDUALS DEVOTE THEIR TIME TO BOARD ACTIVITIES OF BOTH 501(C)(3) MEMBERS OF THE SYSTEM TO VARYING DEGREES, OCHSNER HEALTH SYSTEM AND OCHSNER CLINIC FOUNDATION. THE AMOUNT OF TIME SHOWN FOR THOSE DIRECTORS LISTED AS "COMMUNITY DIRECTORS" FOR "AVERAGE HOURS PER WEEK DEVOTED TO POSITION" ON THE FORM 990 FOR OCHSNER CLINIC FOUNDATION (EIN 72-0502505) INCLUDES TIME SPENT ON BOARDS, ON COMMITTEES AND THROUGH FULFILLING OTHER RESPONSIBILITIES AS A MEMBER OF THE BOARD OF VARIED OCHSNER ORGANIZATIONS. ADDITIONAL TIME SPENT ON BOARDS, COMMITTEES AND THROUGH FULFILLING OTHER RESPONSIBILITIES AS A MEMBER OF ONE OR MORE BOARDS OF THE VARIED OCHSNER ORGANIZATIONS IS SHOWN AS A NOMINAL AMOUNT FOR OCHSNER HEALTH SYSTEM. AS A COMMUNITY DIRECTOR OF AN INTEGRATED HEALTH SYSTEM, EACH COMMUNITY DIRECTOR DEVOTES TIME TO BOTH 501(C)(3) MEMBERS OF THE SYSTEM TO VARYING DEGREES, OCHSNER HEALTH SYSTEM AND OCHSNER CLINIC FOUNDATION. Form 990, Part VII, Section A, Line 1a ADDITIONAL COMPENSATION EXPLANATION - KEY EMPLOYEES KEY EMPLOYEES COMPENSATED BY RELATED ORGANIZATIONS AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION DR. DAVID CARMOUCHE, DR. RICHARD GUTHRIE, AND DR. WILLIAM MCDADE WERE EMPLOYED AND COMPENSATED BY OCHSNER CLINIC FOUNDATION (EIN 72-0502505), 501(C)(3), A RELATED ORGANIZATION. THEIR TIME IS SPLIT BETWEEN THE RELATED ORGANIZATION AND OCHSNER HEALTH SYSTEM, BUT IN ALL OTHER RESPECTS THEY MEET THE REQUIREMENTS OF A KEY EMPLOYEE OF OCHSNER HEALTH SYSTEM. Form 990, Part VII, Section A, Line 1a ADDITIONAL COMPENSATION EXPLANATION - COMMUNITY DIRECTORS COMPENSATION OF COMMUNITY DIRECTORS COMMUNITY DIRECTORS ARE VOLUNTEERS AND ARE NOT PAID A STIPEND OR OTHER COMPENSATION FOR THEIR SERVICE TO OCHSNER AS BOARD MEMBERS. THE COMPENSATION OF COMMUNITY DIRECTORS THAT IS REPORTED CONSISTS OF OCHSNER'S PAYMENTS (EITHER DIRECTLY OR AS REIMBURSEMENT) OF EXPENSES INCURRED FOR MEETING OR TRAVEL EXPENSES FOR THE BOARD IN WHICH THE REIMBURSEMENT HAS BEEN DETERMINED TO BE TAXABLE INCOME. Form 990, Part XI, Line 9 Other changes in net assets or fund balances MERGER INTO OCHSNER CLINIC FOUNDATION, 72-0502505, A RELATED 501(C)(3) ORGANIZATION 12/31/2017 - 14222053; Form 990, Part XII, Line 2c Audit Committee THE PROCESS REGARDING THE COMMITTEE RESPONSIBLE FOR THE AUDIT, REVIEW, OR COMPILATION OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. Ochsner Health Foundation 1512 Jefferson Highway New Orleans LA 70121 452211764 Philanthropic Support LA 0 0 Ochsner Health System OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HIGHWAY NEW ORLEANS LA 70121 720502505 PATIENT CARE LA 501(c)(3) 3 Ochsner Health System true BRENT HOUSE CORPORATION 1512 JEFFERSON HIGHWAY NEW ORLEANS LA 70121 720872457 RENTS HOTEL ROOMS TO PATIENTS/GUESTS OF OCHSNER FACILITIES. LA 501(c)(3) Type I Ochsner Clinic Foundation true EBR MEDICAL FACILITIES INC 1514 JEFFERSON HIGHWAY NEW ORLEANS LA 70121 471267935 REAL ESTATE TITLE HOLDING COMPANY DE 501(c)(2) Ochsner Clinic Foundation true OCF MEDICAL FACILITIES INC 1514 JEFFERSON HIGHWAY NEW ORLEANS LA 70121 464381058 REAL ESTATE TITLE HOLDING COMPANY DE 501(c)(2) Ochsner Clinic Foundation true OCHSNER SYSTEM PROTECTION COMPANY 1514 JEFFERSON HIGHWAY NEW ORLEANS LA 70121 271170999 CAPTIVE INSURANCE LA 501(c)(3) Type I Ochsner Clinic Foundation true OMCNS MEDICAL FACILITIES INC 1514 JEFFERSON HIGHWAY NEW ORLEANS LA 70121 472642764 REAL ESTATE TITLE HOLDING COMPANY LA 501(c)(2) Ochsner Clinic Foundation true PAEON HEALTH SERVICES INC 2801 VIA FORTUNA STE 500 AUSTIN TX 78746 821064427 PATIENT CARE-INDIGENT LA 501(c)(3) 10 OCHSNER CLINIC FOUNDATION true Ochsner Health Partners LLC 2941 Lake Vista Drive Lewisville TX 75067 811116852 Healthcare DE NA N/A COMMUNITY MEDICAL GROUP-ST CHARLES INC 320 SOMERULOS ST BATON ROUGE LA 708026129 463447107 CLINICAL SERVICES LA Satyr Clinical Services Inc C Corporation 48316 0 1 true DEUTERON REALTY 1514 JEFFERSON HIGHWAY NEW ORLEANS LA 70121 721079347 NOMINEE REAL ESTATE CORPORATION LA Ochsner Clinic Foundation C Corporation 0 1000 1 true HYDRA CLINICAL SERVICES INC 2801 VIA FORTUNA STE 500 AUSTIN TX 78746 821664573 MEDICAL SERVICES-INDIGENT CARE LA Ochsner Clinic Foundation C Corporation 148000 855 1 true SATYR CLINICAL SERVICES INC 2801 VIA FORTUNA STE 500 AUSTIN TX 78746 464147298 MEDICAL SERVICES-INDIGENT CARE LA Ochsner Clinic Foundation C Corporation 13904854 418211 1 true MILLENNIUM HEALTHCARE MANAGEMENT INC 3510 N CAUSEWAY BLVD STE 110 METAIRIE LA 70002 274327342 MEDICAL SERVICES MANAGEMENT LA Ochsner Clinic Foundation C Corporation 21264765 46964718 1 true false false false false false false false false false false true true true false false true true false false Brent House Corporation K 919260 Intercompany Billings - Mkt Value Ochsner Clinic Foundation K 1401279 Intercompany Billings - Mkt Value Ochsner Clinic Foundation M 557121 Intercompany Billings - Mkt Value Ochsner Clinic Foundation Q 197909455 Intercompany Billings - Mkt Value Brent House Corporation Q 432173 Intercompany Billings - Mkt Value Schedule R, Part IV Related Organization Taxable as a Corporation Satyr Clinical Services, Inc., a Louisiana non-profit corporation, has, as its sole member, Ochsner Clinic Foundation. Community Medical Group-St. Charles, Inc., a Louisiana non-profit corporation, is a non-member, non-stock corporation that is controlled by Satyr Clinical Services. Satyr Clinical Services and Community Medical Group-St. Charles, Inc., in conjunction with several other non-profit entities owned by other hospitals in the region, contract with providers to deliver physician and other healthcare services to low income and needy residents. Deuteron Realty, Inc. is an inactive nominee corporation In January 2017, Ochsner Clinic Foundation completed the acquisition of Millennium Healthcare Management, Inc. which added 12 urgent care and 4 occupational health clinic locations to provide better access to the appropriate care at a wider range of destinations.