2025-11-14T18:49:43-06:00 2024-12-31 201941244 HORNE LLP 661 SUNNYBROOK ROAD STE 100 RIDGELAND MS 39157 990 2024-01-01 462605366 UNIVERSITY HOSPITAL & CLINICS INC UNIV 3372616004 2390 WEST CONGRESS LAFAYETTE LA 70506 JIM MOLLOY OCF EVP, CFO, TREASURER 5048424097 2025-11-14 0 AMIE WHITTINGTON DEAN CPA P01082167 6013261000 2024 2025-03-06 01:10:19Z OCHSNER UNIVERSITY HOSPITAL & CLINICS PATRICK GANDY 1214 COOLIDGE ST LAFAYETTE LA 70503 202434350 0 X HTTPS://WWW.OCHSNER.ORG X 2013 LA THE ORGANIZATION PROVIDES MEDICAL CARE TO IMPROVE, MAINTAIN, AND RESTORE THE HEALTH OF THE PEOPLE IN THE COMMUNITIES WE SERVE, REGARDLESS OF THE PATIENTS' ABILITY TO PAY. THE ORGANIZATION ALSO SERVES THE COMMUNITY BY OPERATING AS A TEACHING FACILITY. 4 2 0 6 355 0 581473 30320 216487941 189489864 -23263 -18844 5685655 53748 222731806 189555088 4000 1000 0 0 90034958 90002781 0 0 0 112312291 109621111 202351249 199624892 20380557 -10069804 117118933 104003494 143557539 140511904 -26438606 -36508410 X THE ORGANIZATION PROVIDES MEDICAL CARE TO IMPROVE, MAINTAIN, AND RESTORE THE HEALTH OF THE PEOPLE IN THE COMMUNITIES WE SERVE. 0 0 177499131 1000 165257784 A WHOLLY-OWNED SUBSIDIARY OF LAFAYETTE GENERAL HEALTH SYSTEM, UNIVERSITY HOSPITAL AND CLINICS (UHC) WAS CREATED ON JUNE 24, 2013, AS CREATED AS THE RESULT OF A COOPERATIVE ENDEAVOR AGREEMENT BETWEEN THE STATE OF LOUISIANA, LOUISIANA STATE UNIVERSITY, AND LAFAYETTE GENERAL HEALTH TO PROVIDE FOR THE OPERATION OF THE FORMER UNIVERSITY MEDICAL CENTER, ONE OF THE TEN (10) SAFETY-NET HOSPITALS PREVIOUSLY OPERATED BY LOUISIANA STATE UNIVERSITY THROUGH THEIR LSU HEALTH SYSTEM. UHC IS A GENERAL ACUTE CARE HOSPITAL PROVIDING THE NORMAL COMPLIMENT OF BOTH INPATIENT AND OUTPATIENT SERVICES, PROVIDING BOTH INPATIENT AND OUTPATIENT MEDICAL CARE, DIAGNOSTIC TESTING AND THERAPY SERVICES TO THOSE SEEKING CARE. HEALTHCARE SERVICES ARE PROVIDED ON A CONTINUOUS BASIS, TWENTY-FOUR HOURS PER DAY, SEVEN DAYS PER WEEK.TRADITIONALLY AND CURRENTLY, THIS FACILITY HAS BEEN THE MEDICAL CARE PROVIDER TO WHICH THOSE WHO WERE UNINSURED OR OTHERWISE UNABLE TO PAY FOR THEIR HEALTHCARE SERVICES TURNED TO FOR THOSE SERVICES. THROUGH AN AGREEMENT WITH THE LSU SCHOOL OF MEDICINE IN NEW ORLEANS, UHC ALSO PROVIDES GRADUATE MEDICAL EDUCATION THROUGH A NUMBER OF RESIDENCY PROGRAMS WHICH PROVIDE THE PHYSICIAN SERVICES FOR SEVERAL OUTPATIENT PRIMARY CARE AND SPECIALTY CARE CLINICS. THE ENTIRE PURPOSE OF THE ORGANIZATION IS TO PROVIDE INPATIENT AND OUTPATIENT MEDICAL CARE AND GRADUATE MEDICAL EDUCATION TO PROVIDE FOR THE MEDICAL NEEDS OF THE CITIZENS OF THE ACADIANA REGION OF SOUTH LOUISIANA. THE MAJORITY OF THE MEDICAL CARE PROVIDED AT UHC IS PROVIDED BY BOTH MEDICAL RESIDENTS AND STAFF PHYSICIANS.UHC EMPLOYS NURSING AND OTHER ANCILLARY PROFESSIONALS TO PROVIDE NON-PHYSICIAN HEALTHCARE SERVICES AND SUPPORT TO THE PATIENTS FOR WHOM WE PROVIDE CARE. ADDITIONALLY, UHC ALSO EMPLOYS SOME PHYSICIAN PROVIDERS, TO PROVIDE CARE DIRECTLY. UHC PROVIDES CARE FOR PATIENTS REGARDLESS OF THEIR ABILITY TO PAY, BASED UPON WRITTEN GUIDELINES WHICH ALLOWS UHC TO PROVIDE CARE TO PATIENTS WITH VARYING FINANCIAL MEANS TO PAY FOR THAT CARE. THROUGH THE AGREEMENT WITH THE STATE OF LOUISIANA, UHC RECEIVES SOME REIMBURSEMENT FOR PATIENTS WHO QUALIFY FOR "FREE CARE", WITH A MAXIMUM ON THE AMOUNT THAT THE STATE WILL REIMBURSE THE HOSPITAL. THE HOSPITAL HAS ALSO ENTERED INTO CONTRACTS AND AGREEMENTS WITH VARIOUS STATE AND FEDERAL HEALTHCARE REIMBURSEMENT PROGRAMS, SUCH AS MEDICAID AND MEDICARE, AS WELL AS PRIVATE INSURANCE PLANS TO REIMBURSE THE HOSPITAL FOR SERVICES PROVIDED TO THEIR BENEFICIARIES.IN ADDITION TO THE TRADITIONAL HOSPITAL SERVICES, UHC OPERATES SEVERAL CLINICS WHICH PROVIDE ONGOING MEDICAL CARE TO PATIENTS. THESE CLINICS OPERATE MONDAY THROUGH FRIDAY AND OPERATE JUST LIKE PRIVATE PHYSICIAN OFFICES. THEY ARE STAFFED BY NURSE PRACTITIONERS AND BY STAFF PHYSICIANS WHO SUPERVISE MEDICAL RESIDENTS, ALLOWING THEM TO GAIN VALUABLE CLINICAL EXPERIENCE AS PART OF THEIR MEDICAL RESIDENCY TRAINING.UHC HAS TWO "HOME-BASED" RESIDENCY PROGRAMS PROVIDING GRADUATE MEDICAL EDUCATION IN FAMILY MEDICINE, INTERNAL MEDICINE, AND TWO "HOME-BASED" FELLOWSHIP PROGRAMS IN GERIATRIC MEDICINE AND SPORTS MEDICINE. IN ADDITION, UHC OPERATES SEVERAL ROTATING RESIDENCIES THAT ALLOWS RESIDENTS IN RESIDENCY PROGRAMS BASED IN NEW ORLEANS AT THE LSU SCHOOL OF MEDICINE TO SPEND PART OF THEIR RESIDENCY AT UHC PROVIDING CARE FOR OUR PATIENTS AND RECEIVING CLINICAL EXPERIENCE IN THEIR FIELD OF MEDICAL SPECIALTY. THESE RESIDENCIES ARE IN THE SPECIALTIES OF GENERAL SURGERY, OTORHINOLARYNGOLOGY, GYNECOLOGY, ORTHOPEDIC SURGERY, AND OPHTHALMOLOGY.UHC ALSO OPERATES A MEDICAL LIBRARY, STAFFED BY A LIBRARY INFORMATION SPECIALIST AND A LIBRARY ASSISTANT. IT SERVES AS LEARNING RESOURCE CENTER FOR A 13 DISTRICT AREA PROVIDING OUTREACH TO HEALTH PROFESSIONALS AND POTENTIAL HEALTHCARE PROFESSIONS, PROVIDING THEM TOOLS TO OBTAIN INFORMATION REGARDING HEALTHCARE CAREERS, AND RESEARCH ON SPECIFIC HEALTHCARE AND MEDICAL ISSUES TO INCLUDE PATIENTS, FAMILIES, VISITORS, AND OTHER PROFESSIONALS REQUIRING SUCH RESOURCES.PROGRAM SERVICES STATISTICS RELATED TO PROVIDING COMMUNITY MEDICAL CARE FOR THE HOSPITAL DURING FYE 12/31/24 WERE: 116 LICENSED BEDS, 12,931 TOTAL PATIENT DAYS, 37,849 EMERGENCY ROOM VISITS, 513 INPATIENT SURGERIES AND 2,412 OUTPATIENT SURGERIES. 177499131 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JIM MOLLOY 5048424097 1514 JEFFERSON HWY BH 546 NEW ORLEANS LA 70121 X ALLEN J CELESTINE TRUSTEE - NON VOTING 1.00 0.00 X 0 0 0 BETTY DUHON BROWN TRUSTEE - NON VOTING - END 12/2024 1.00 0.00 X 0 0 0 FARHA KHAN MD TRUSTEE - NON VOTING 1.00 0.00 X 0 0 0 JAMES B FALTERMAN JR MD TRUSTEE/MEDICAL DIRECTOR 1.00 0.00 X 0 0 0 PATRICK W GANDY TRUSTEE/CHAIRMAN 1.00 49.00 X X 0 1109496 109051 PEGGY GIGLIO TRUSTEE 1.00 3.00 X 0 0 0 ROSEMARY ST CLERGY MD TRUSTEE - NON VOTING/SECRETARY-TREASURER 1.00 0.00 X X 0 0 0 GLENN E DAILEY TRUSTEE/HOSPITAL CHIEF EXECUTIVE OFFICER 1.00 49.00 X 0 393889 6972 DAVID L CALLECOD FORMER OFFICER 0.00 0.00 X 0 919789 2213 KATHERINE D HERBERT FORMER TRUSTEE/HOSPITAL CHIEF EXECUTIVE OFFICER 1.00 49.00 X 0 366123 29350 KENT W HUMBLE MD FORMER HIGHEST COMP 0.00 50.00 X 0 343086 6973 LAWRENCE B MANALO MD FORMER HIGHEST COMP 0.00 50.00 X 0 590057 55588 TIFFANY W LIU MD FORMER HIGHEST COMP 0.00 50.00 X 0 304198 18390 LAUREN MYERS FORMER HIGHEST COMP 0.00 50.00 X 0 178300 6103 SUHIR AGGARWAL MD FORMER HIGHEST COMP 0.00 50.00 X 0 863144 17251 0 5068082 251891 0 1 1 0 0 30320 30320 PATIENT REVENUE 621990 189489864 165257784 355 24231725 189489864 21165 0 21165 21165 21165 1000 19844 -18844 -18844 -18844 12812950 12859418 -46468 -46468 LEGAL CLAIM SETTLEMENT 900099 79051 79051 79051 189555088 165257784 355 24266629 1000 1000 76731470 72937402 3794068 1650700 1509336 141364 7621665 6968955 652710 3998946 3712989 285957 29670100 29668996 1104 30 30 10250950 10115866 135084 2333 2333 1966805 1866941 99864 120008 83315 36693 21096124 4475556 16620568 9865 8149 1716 70203 63878 6325 550 550 2077317 1873350 203967 1093 1093 MED SUPPL, ORGANS, DRUG 34505927 34536199 -30272 LICENSES AND TAXES 5301817 5247752 54065 BLDG EQUIPMENT RPR MAIN 3632415 3594284 38131 FOOD 396293 378851 17442 519281 452306 66975 199624892 177499131 22125761 0 28238 51372 16493090 20743590 5204004 6762763 221109 122516 16222771 7519897 8207973 8702874 86964519 67620379 117118933 104003494 14973037 11836497 6148493 16769989 16140199 111814513 106386715 143557539 140511904 X -26438606 -36508410 -26438606 -36508410 117118933 104003494 -10069804 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 0 0 0 0 178073795 1182126283 178073795 1182126283 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 48325 48325 250000 250000 250000 250000 1000000 1500000 48325 48325 FORM 990, SCHEDULE C, PART II-A LINE 1A ALL LOBBYING ACTIVITIES OCCUR INDIRECTLY THROUGH THE LOUISIANA HOSPITAL ASSOCIATION & AMERICAN HOSPITAL ASSOCIATION. THE HOSPITAL DOES NOT HAVE ANY CONTROL OR DIRECTION IN DETERMINING HOW SUCH DUES PAID TO THESE ORGANIZATION ARE USED. 32048 5875 26173 4524584 2320801 2203783 11061095 5171424 5889671 605044 21797 583247 8702874 RIGHT OF USE ASSETS 365639 ROU OPER REAL ESTATE LEASES 54172197 DEPOSITS 149475 ROU ASSET EMBEDDED LEASES 94413 MEDICARE/MEDICAID/TRICARE SETTLEMENT 12838655 67620379 PASS THROUGH PAY RECEIVED 2375581 INTERCOMPANY PAYABLE 81238924 LT LEASE LIABILITIES 22772210 106386715 X PART X, LINE 2: THE MAJORITY OF OCHSNER CLINIC FOUNDATION 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. ANY FEDERAL INCOME TAXES ASSOCIATED WITH THE FOR-PROFIT ENTITIES ARE NOT MATERIAL TO OCHSNER'S CONSOLIDATED FINANCIAL STATEMENTS. 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 2021 THROUGH 2024 IN OCHSNER'S MAIN TAX JURISDICTIONS. 1 1 1 X 0 1 0 1 1 7283611 7283611 0.03650 7283611 7283611 0.03650 17363024 8476753 8886271 0.04450 11150586 5624253 5526333 0.02770 51406 51406 0.00030 28565016 14101006 14464010 0.07250 35848627 14101006 21747621 0.10900 1 12273576 15614622 16362863 -748241 X 1 1 1 1 UNIVERSITY HOSPITAL & CLINIC INC 2390 WEST CONGRESS STREET LAFAYETTE LA 70506 2203781830 X X X X X UNIVERSITY HOSPITAL & CLINIC INC 1 0 0 1 X X X X X X X X X 24 1 1 1 1 X SEE STATEMENT X 1 24 1 SEE STATEMENT 0 1 X 200.000000000000 0.000000000000 X X X 1 1 X X X X 1 X SEE STATEMENT X SEE STATEMENT X SEE STATEMENT X X X X X X X 1 X 0 X X X X 1 X 0 0 UNIVERSITY HOSPITAL & CLINIC, INC PART V, SECTION B, LINE 5: COMMUNITY INPUT WAS PROVIDED THROUGH COMMUNITY-WIDE SURVEYS, FOCUS GROUPS, AND INTERVIEWS. OVERALL, ROUGHLY 486 COMMUNITY MEMBERS CONTRIBUTED FROM MAY 1 - MAY 30, 2024. THE 2024 JOINT COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED BY UNITED WAY OF ACADIANA, A NONPROFIT WORKING ON HEALTH, EDUCATION, AND FINANCIAL STABILITY IN THE REGION. COMMUNITY STAKEHOLDERS THAT CONTRIBUTED INCLUDED HEALTHCARE COMMUNITY ADVOCATES, NONPROFITS, LOCAL GOVERNMENT AND PUBLIC HEALTH OFFICIALS, COMMUNITY-BASED ORGANIZATIONS, HEALTHCARE PROVIDERS, AND COMMUNITY HEALTH CENTERS. EXAMPLES INCLUDE BLACK CATHOLIC MINISTRIES OF DIOCESE OF LAFAYETTE, THE FAMILY TREE, BEACON COMMUNITY CONNECTIONS, AND UNITED WAY SOUTHWEST LOUISIANA. THESE INCLUDED MEMBERS, REPRESENTATIVES, OR LEADERS OF MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS SUCH AS LOCAL TRIBES. HEALTH DATA WAS ALSO SOURCE FROM THE LOUISIANA HEALTH STATE ASSESSMENT. THE CHNA AND THE RELATED IMPLEMENTATION STRATEGY WERE APPROVED BY THE BOARD IN FEBRUARY 2022. UNIVERSITY HOSPITAL & CLINIC, INC PART V, SECTION B, LINE 6A: OCHSNER ABROM KAPLAN MEMORIAL HOSPITAL, OCHSNER ACADIA GENERAL HOSPITAL, OCHSNER AMERICAN LEGION HOSPITAL, OCHSNER LAFAYETTE GENERAL MEDICAL CENTER, OCHSNER ST. MARTIN HOSPITAL, OCHSNER UNIVERSITY HOSPITAL & CLINICS, HEART HOSPITAL OF LAFAYETTE, OUR LADY OF LOURDES REGIONAL MEDICAL CENTER, OUR LADY OF LOURDES WOMEN'S & CHILDREN HOSPITAL, AND PARK PLACE SURGICAL CENTER.THERE IS A JOINT COMMUNITY HEALTH NEEDS ASSESSEMMENT AND IMPLEMENTATION STRATEGY. UNIVERSITY HOSPITAL & CLINIC, INC PART V, SECTION B, LINE 6B: YES, THE CHNA WAS CONDUCTED BY A NON-PROFIT CONTRACTOR.UNITED WAY OF ACADIANA UNIVERSITY HOSPITAL & CLINIC, INC PART V, SECTION B, LINE 11: 2024 UPDATE ON 2022 JOINT COMMUNITY HEALTH IMPLEMENTATION PLANALL SIGNIFICANT NEEDS WERE ADDRESSED THROUGH THE JOINT IMPLEMENTATION PLAN.PRIORITY AREA 1 & 2. ACCESS TO PRIMARY CARE & RURAL HEALTH:*FINANCIAL COUNSELORS ASSISTED COMMUNITIES WITH MEDICAID ENROLLMENT. * ISSUED MEDIA TO EMPHASIZE PRIMARY CARE. BEGAN ONLINE SCHEDULING (ACHIEVED GOAL OF 6% IN 2024.)*HELPED REGION ASSESS COMMUNITY MEMBERS AT 9 EVENTS PROVIDING OVER 250 SCREENINGS. * EXTENDED HOURS AT INTERNAL MEDICINE CLINIC (9PM ON WEEKDAYS AND 10A-6P ON WEEKENDS).* COMMUNITY HEALTH WORKERS ASSISTED AT RURAL FACILITIES WITH DISEASE MANAGEMENT IN CONJUNCTION WITH GRANT. PRIORITY AREA 2 & 3. CANCER & DIABETES: *9 HEALTH FAIRS ACROSS THE REGION PROVIDING OVER 250 SCREENINGS TO BOOST PREVENTION. *TELEHEALTH SERVICES AT FOR FACILITIES WITHOUT SPECIALISTS IN HOSPITAL MEDICINE/PSYCHIATRY/CARDIOLOGY/ NEPHROLOGY/NICU. * INCORPORATED DIGITAL MEDICINE FOR HYPERTENSION AND DIABETES.* PROMOTED COLORECTAL SCREENING THROUGH FIT TESTING AND OTHER AT HOME TESTING OPTIONS.PRIORITY AREA 4 & 5. HEALTH EDUCATION/LITERACY & HEALTH DISPARITIES:* 27 REGIONAL COMMUNITY EVENTS EDUCATING 5,933 ATTENDEES. * 110 SPEAKING ENGAGEMENTS IMPACTING AN AUDIENCE OVER 6,000 PEOPLE REGIONALLY. * REGIONAL EMPLOYEES VOLUNTEERED 41 HOURS TO HELP WITH FOOD DRIVES AND FOOD SECURITY EVENTS. *GREW DIGITAL MEDICINE AROUND CHRONIC HEART DISEASE AND STROKE IN PARTNERSHIP WITH CARDIOVASCULAR INSTITUTE OF THE SOUTH. PRIORITY AREA 6 & 7. HEART DISEASE AND STROKE & WEIGHT STATUS AND NUTRITION (OBESITY):*HEALTHY OPTIONS PROVIDED IN CAFETERIAS AND VENDING MACHINES TO PROMOTE BETTER NUTRITION. PRIORITY AREA 8 & 9. MATERNAL AND CHILD HEALTH & MENTAL/BEHAVIORAL HEALTH: *ADDRESSED SOCIAL DETERMINANTS OF HEALTH IN ASSESSMENT PROCESSES FOR IP AND OP CLINIC PATIENTS AND MADE REFERRALS TO PARTNER BEACON TO ASSIST AT-RISK LOW-INCOME COMMUNITY MEMBERS WITH ANCILLARY SERVICES TO DECREASE STRESSORS/RISK FACTORS FOR POOR MENTAL HEALTH OUTCOMES. *REFERRALS TO BEACON FOR AT-RISK LOW-INCOME INDIVIDUALS FOR SERVICES TO DECREASE STRESSORS/RISK FACTORS FOR POOR MENTAL HEALTH OUTCOMES. UNIVERSITY HOSPITAL & CLINIC, INC PART V, SECTION B, LINE 13H: PATIENTS WHOSE FAMILY INCOME EXCEEDS 200% OF THE FPL MAY BE ELIGIBLE TO RECEIVE DISCOUNTED RATES ON A CASE-BY-CASE BASIS BASED ON THEIR SPECIFIC CIRCUMSTANCES, FOR EXAMPLE CATASTROPHIC ILLNESS OR MEDICAL INDIGENCE, AT THE DISCRETION OF OCHSNER MANAGEMENT. UNIVERSITY HOSPITAL & CLINIC, INC PART V, SECTION B, LINE 15E: THE FAP APPLICATION IS PROVIDED TO THE PATIENT OR THEIR REPRESENTATIVE IMMEDIATELY UPON REQUEST. UNIVERSITY HOSPITAL & CLINIC, INC PART V, SECTION B, LINE 16J: THE POLICY IS INCLUDED IN PATIENT BILLING STATEMENTS. PART V, LINE 7A HOSPITAL FACILITY WEBSITE CHNA REPORT HTTPS://WWW.OCHSNER.ORG/GIVING/COMMUNITY-OUTREACH/COMMUNITY-HEALTH-NEEDS-ASSESSMENT PART V, LINE 10A IMPLEMENTATION STRATEGY WEBSITE HTTPS://WWW.OCHSNER.ORG/GIVING/COMMUNITY-OUTREACH/COMMUNITY-HEALTH-NEEDS-ASSESSMENT PART V, LINE 16 FINANCIAL ASSISTANCE WEBSITE HTTPS://WWW.OCHSNER.ORG/PATIENTS-VISITORS/BILLING-AND-FINANCIAL-SERVICES/FINANCIAL-ASSISTANCE PART V, LINE 9 COMMUNITY HEALTH IMPLEMENTATION PLAN THE COMMUNITY HEALTH IMPLEMENTATION PLAN WAS INADVERTENTLY ADOPTED LATE. THE ERROR WAS CORRECTED 5/20/2024, WHICH WAS PRIOR TO THE DISCOVERY OF THE ERROR, AT THE REGULARLY SCHEDULED BOARD MEETING SUBSEQUENT TO THE COMPLETION OF THE CHIP. THE CHIP WAS PREPARED, AND THE DEADLINE FOR BOARD ADOPTION WAS COMMUNICATED TO THE HOSPITAL MANAGEMENT, BUT AN ADMINISTRATIVE ERROR RESULTED IN LATE ADOPTION. THE ORGANIZATION HAS PUT IN PLACE A STANDARD OPERATING PROCEDURE (SOP) FOR THE DEADLINE THAT THE CHIP MUST BE APPROVED, WHICH WILL BE COMMUNICATED WITH THE HOSPITAL CEO AND SENIOR LEADERSHIP INVOLVED IN THE CHNA PROCESS, AND WILL BE FOLLOWED GOING FORWARD. THE ORGANIZATION IS COMMITTED TO COMPLIANCE WITH SECTION 501(R), AND HAS CONSISTENTLY COMPLETED THE CHNAS AND IMPLEMENTATION STRATEGIES ON TIME. ITS LATE COMPLETION OF THE CHNA IMPLEMENTATION PLAN WAS A ADMINISTRATIVE OVERSIGHT, AND ONLY RESULTED IN A VERY BRIEF DELAY IN APPROVAL. PART I, LINE 3C: A PAYMENT ADVISOR SCORE (PAS) IS TAKEN INTO CONSIDERATION DURING THE PRESUMPTIVE FINANCIAL ASSISTANCE PROCESS; HOWEVER IF A PATIENT REQUESTS FINANCIAL ASSISTANCE, THE PAS IS NOT CONSIDERED. THE PAS IS PROVIDED BY A THIRD PARTY TOOL.PATIENTS WHOSE FAMILY INCOME EXCEEDS 200% OF THE FPL MAY BE ELIGIBLE TO RECEIVE DISCOUNTED RATES ON A CASE-BY-CASE BASIS, AT THE DISCRETION OF OCHSNER, FOR CATASTROPHIC ILLNESS ORMEDICAL INDIGENCE, WITH EXCEPTIONS SUCH AS EXPENSIVE MEDICATIONS, TERMINAL ILLNESS, OR MULTIPLE HOSPITALIZATIONS. PART I, LINE 7: LINE 7A FINANCIAL ASSISTANCE AT COST. OCF PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. RECORDS OF CHARGES FORGONE FOR SERVICES AND SUPPLIES FURNISHED UNDER THE CHARITY CARE POLICY ARE MAINTAINED TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE PROVIDED. BECAUSE OCF DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, THEY ARE NOT REPORTED AS REVENUE. OCF 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. OCF'S GROSS CHARITY CARE CHARGES INCLUDE ONLY SERVICES PROVIDED TO PATIENTS WHO ARE UNABLE TO PAY AND QUALIFY UNDER OCF'S CHARITY CARE POLICIES. THE RATIO OF COST TO CHARGES IS CALCULATED BASED ON OCF'S TOTAL EXPENSES DIVIDED BY GROSS PATIENT REVENUE.LINE 7F EDUCATIONCALCULATED FROM THE STATEMENT OF PROFIT & LOSS FOR EACH DIVISION. LINE 7G SUBSIDIZED HEALTH SERVICES.CLINICS THAT MET A DESIGNATED COMMUNITY NEED WERE INCLUDED. CLINIC BOOK REVENUE FOR THE CLINIC LOCATION, LESS THE MEDICARE REIMBURSEMENT, IS THE DIRECT OFFSETTING REVENUE. COMMUNITY BENEFIT EXPENSE IS MADE UP OF CLINIC BOOK EXPENSES, ADJUSTED BY THE MEDICARE EXPENSE DESCRIBED ABOVE.LINE 7I INCLUDES DIRECT CONTRIBUTIONS TO CHARITIES THAT MEET IDENTIFIED COMMUNITY NEEDS. PART I, LINE 7G: THE ORGANIZATION INCLUDED COSTS ATTRIBUTABLE TO PHYSICIAN CLINICS ON LINE 7G WHERE THERE WAS AN IDENTIFIED COMMUNITY NEED TO OFFER SUCH CLINICAL SERVICES. 1. SCHEDULE H PART I LN 6 HTTPS://WWW.OCHSNER.ORG/OCHSNER-COMMUNITY-IMPACT PART II, COMMUNITY BUILDING ACTIVITIES: THE HOSPITAL JOINS FORCES WITH OTHER LOCAL ORGANIZATIONS TO PROVIDE HEALTHCARE SCREENINGS AND TEST AT LOCAL EVENTS. (PLEASE NOTE THAT UHC OFFICIALLY HAS A CLOSED MEDICAL STAFF) PART III, LINE 2: OCHSNER RECOGNIZES NET PATIENT SERVICE REVENUE ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY PAYOR COVERAGE ON THE BASIS OF CONTRACTUAL RATES FOR THE SERVICES RENDERED. UNINSURED PATIENTS RECEIVE AN UNINSURED DISCOUNT AND ARE SCREENED PRESUMPTIVELY FOR FINANCIAL ASSISTANCE. BASED ON HISTORICAL EXPERIENCE, A SIGNIFICANT PORTION OF OCHSNER'S UNINSURED AND UNDERINSURED PATIENTS WILL BE INCAPABLE OR RELUCTANT TO PAY FOR THE SERVICES PROVIDED. REMAINING CHARGES IN THE PERIOD THE SERVICES ARE PROVIDED RELATED TO PATIENT RECEIVABLES AND DEDUCTIBLES, CO-PAYMENTS, OR OTHER AMOUNTS DUE FROM INDIVIDUAL PATIENTS WHO HAVE BEEN DEEMED UNWILLING TO PAY MAY BE CONSIDERED BAD DEBT, AND THUS REDUCE PATIENT SERVICE REVENUE. ANY CHARGES RELATED TO BANKRUPTCY ARE WRITTEN OFF AS BAD DEBT EXPENSE. MOST OF THE BAD DEBT REDUCES NET PATIENT REVENUE.NOTE THAT BAD DEBT IS USUALLY THE DIFFERENCE BETWEEN PATIENT CHARGES, CONTRACTUAL OR UNISURED DISCOUNT, AND ANY INSURANCE PAYMENTS. THEREFORE, APPLYING THE COST TO CHARGE RATIO TO BAD DEBT WOULD NOT PROPERLY GET TO BAD DEBT AT COST, AS THERE IS NO RELATIONSHIP BETWEEN THE AMOUNT OF BAD DEBT AND THE COST TO PROVIDE CARE. THEREFORE, THE AMOUNT EXPRESSED HERE IS NOT EXPRESSED "AT COST." PART III, LINE 3: OCHSNER 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. PART III, LINE 4: EFFECTIVE JAN. 1, 2018, OCHSNER 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. PART III, LINE 8: THE COSTING METHODOLOGY USED FOR LINE 6 IS THE STANDARD MEDICARE COST REPORT COSTING SYSTEM. THE AMOUNTS WERE RECAPPED FROM THE HOSPITAL'S FILED COST REPORT; THE CORRESPONDING REVENUE AMOUNTS WERE INCLUDED ON LINE 5. PART III, LINE 9B: 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 OCHSNER WILL NOT IMPOSE EXTRAORDINARY COLLECTION EFFORTS SUCH AS WAGE GARNISHMENTS OR LIENS. PART VI, LINE 2: IN ADDITION TO THE COMMUNITY HEALTH NEEDS ASSESSMENTS, OCHSNER HEALTH ASSESSES THE HEALTH CARE NEEDS OF THE COMMUNITIES IT SERVES THROUGH: OCHSNER COMMUNITY PARTNERSHIPS: BECAUSE MANY OF THE COMMUNITIES' NEEDS AND CHALLENGES REQUIRED COLLABORATIVE SOLUTIONS, OCHSNER TEAMED UP WITH BUSINESSES, CHURCHES, SCHOOLS, COMMUNITY GROUPS, ATHLETIC ORGANIZATIONS, STATE AND LOCAL GOVERNMENT PARTNERS, AND OTHER HEALTHCARE ORGANIZATIONS TO IMPROVE THE PHYSICAL, MENTAL, EMOTIONAL, EDUCATIONAL, AND ECONOMIC HEALTH OF THE PEOPLE. THE NEEDS IDENTIFIED THROUGH THESE PARTNER ORGANIZATIONS WAS INVALUABLE GIVEN THE DEPTH OF REACH INTO THE COMMUNITY AND THE DIVERSE ARRAY OF STAKEHOLDERS. OCHSNER PARTNERED ON TOPICS INCLUDING MATERNAL HEALTH EQUITY, HUMAN TRAFFICKING, HOUSING, AND EDUCATION WITH ORGANIZATIONS LIKE LPHI, BCBS, UWA, AND ONE ACADIANA. COMMUNITY NEEDS WERE ALSO IDENTIFIED THROUGH THE OCHSNERSERVES EMPLOYEE VOLUNTEERISM PROGRAM AS EMPLOYEES WORKED DIRECTLY WITH THE COMMUNITY DURING PAID COMMUNITY SERVICE TIME.OLG COMMUNITY BENEFITS SUB-COMMITTEE: A SUB-COMMITTEE COMPRISED OF BOARD MEMBERS WITH AN FOCUS ON COMMUNITY IMPACT. THE BOARD DIRECTED THE COMMUNITY WORK OF OCHSNER AND INVITED COMMUNITY LEADERS TO ATTEND BOARD MEETINGS TO SHARE THEIR EXPERIENCE AND INSIGHTS ON HOW OCHSNER COULD ACHIEVE ITS VISION OF INSPIRING HEALTHIER LIVES AND STRONGER COMMUNITIES. THIS COMMITTEE ALSO SUPPORTS BUILDING A ROADMAP FROM OUR OCHSNER HEALTHY STATE INITIATIVES TO OUR LOCAL COMMUNITIES. PART VI, LINE 3: 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. OCHSNER ALSO OFFERS ZERO INTEREST PAYMENT PLAN OPTIONS WITH PAYMENT TERMS RANGING FROM SIX TO 60 MONTHS. PART VI, LINE 4: OCHSNER UNIVERSITY AND CLINICSGEOGRAPHICAL REGION: LAFAYETTE, LA; LAFAYETTE PARISHNUMBER OF BEDS: 116APPROXIMATE POPULATION: 254,241SERVICE AREA TYPE: NON-RURALMEDIAN HOUSEHOLD INCOME: $67,660PERCENTAGE OF PERSONS WITHOUT HEALTH INSURANCE: 9%DESIGNATED MEDICALLY UNDERSERVED AREA: YES PART VI, LINE 5: IMPROVING COMMUNITY HEALTH AND FOSTERING INCLUSIVITY* OCHSNER CONTINUED DEVELOPMENT OF COMMUNITY HEALTH CENTERS IN UNDERSERVED AREAS ACROSS LOUISIANA.DEI TEAM DEEPENED EMPLOYEE ENGAGEMENT AROUND DEI GOALS & OBJECTIVES, AND EXPANDED TRAINING PROGRAMS. * OCHSNER RESEARCH PROGRAM FOCUSED ON CLINICAL, BASIC SCIENCE, TRANSLATIONAL, NURSING AND HEALTH OUTCOMES RESEARCH COVERING NEARLY ALL MEDICAL SPECIALTIES. *TO IMPROVE THE HEALTH OF OUR COMMUNITY'S ENVIRONMENT, OCHSNER'S SUSTAINABILITY PROGRAM FURTHERED PROJECTS ACROSS THE SYSTEM TO REDUCE WASTE AND ENERGY CONSUMPTION, PROMOTE RESILIENCY AND CREATE A CULTURE OF ENVIRONMENTAL STEWARDSHIP. *SMOKING CESSATION FOCUS ENHANCING AIR QUALITY. DIABETIC NUTRITION EDUCATION AND INTRODUCING CONCEPTS LIKE FOOD IS MEDICINE IS CREATING HEALTHY HABITS FOR THE COMMUNITY AS A WHOLE AND THE NEXT GENERATION.STRENGTHENING COMMUNITY AND GOVERNMENT PARTNERSHIPS*OCHSNER PROVIDED FULL-TIME EMPLOYEES THE OPPORTUNITY TO WORK INSIDE OF THEIR COMMUNITIES THROUGH THE OCHSNERSERVES EMPLOYEE VOLUNTEERISM PROGRAM WITH 8 HOURS OF PAID VOLUNTEER TIME. *THE HOSPITAL DOES MAINTAIN AN OPEN MEDICAL STAFF THUS ALLOWING IT TO OFFER A VARIETY OF SPECIALISTS AND CONTINUES TO RECRUIT PHYSICIANS TO OUR AREA TO ENSURE THAT THE HOSPITAL WILL CONTINUE TO BE THE FULL-SERVICE HEALTHCARE PROVIDER THAT THE COMMUNITY EXPECTS.ECONOMIC DEVELOPMENT AND OPPORTUNITY*TO ADDRESS CRITICAL WORKFORCE SHORTAGE FACING BOTH LOUISIANA AND THE NATION, OCHSNER CONTINUED TO CREATE OPPORTUNITIES TO DEVELOP AND SUPPORT HEALTHCARE PROFESSIONALS. *OCHSNER SCHOLARS PROGRAM ADDRESSED CRITICAL PHYSICIAN SHORTAGES IN KEY AREAS. *EXPANSION OF HOURS AND DAYS OF SERVICES EXPAND ECONOMIC ACTIVITY IN THE REGION.*EXPANDED USE OF DIGITAL INNOVATION AROUND DIABETES.EDUCATING THE NEXT GENERATION AND TRAINING HEALTHCARE WORKFORCE*EDUCATION AND HEALTHY SCHOOLS ARE AT THE FOREFRONT OF OCHSNER COMMUNITY OUTREACH. THE OCHSNER EDUCATION OUTREACH PROGRAM LED ACTIVITIES INCLUDING JOB SHADOWING, INTERNSHIPS, SUMMER YOUTH PROGRAMS, AND APPRENTICESHIPS FOR STUDENTS AS WELL AS WORKSHOPS FOR SCIENCE TEACHERS TO ENCOURAGE SCIENCE AND HEALTHCARE CAREERS. PART VI, LINE 6: OCHSNER HEALTH IS THE LARGEST NON-PROFIT, ACADEMIC, MULTI-SPECIALTY, INTEGRATED HEALTHCARE DELIVERY SYSTEM IN THE GULF COAST REGION. THE ORGANIZATION IS FOUNDED ON PROVIDING THE BEST PATIENT CARE, RESEARCH, AND EDUCATION. OCHSNER OPERATES 26 HOSPITALS AND IS AFFILIATED WITH 20 OTHER HOSPITALS ACROSS LOUISIANA, MISSISSIPPI, AND ALABAMA. OCHSNER EMPLOYS OVER 2,000 PHYSICIANS THAT HAVE OVER 1,700 BOARD CERTIFICATIONS IN APPROXIMATELY 90 SPECIALTIES, TRAINS OVER 1,100 MEDICAL RESIDENTS AND FELLOWS ANNUALLY. IN 2024, MORE THAN 1.4 MILLION PEOPLE FROM ALL 50 STATES AND 63 COUNTRIES VISITED OCHSNER. SCHEDULE H, PART VI, LINE 7 STATE FILING OF COMMUNITY BENEFIT REPORT THE ORGANIZATION DOES NOT FILE A COMMUNITY BENEFIT REPORT WITH ANY STATE. 1 1 1 0 0 0 0 0 0 0 PATRICK W GANDY TRUSTEE/CHAIRMAN 0 714166 0 290309 0 105021 0 80362 0 28689 0 1218547 0 0 DAVID L CALLECOD FORMER OFFICER 0 58790 0 0 0 860999 0 0 0 2213 0 922002 0 0 SUHIR AGGARWAL MD FORMER HIGHEST COMP 0 847549 0 1500 0 14095 0 6800 0 10451 0 880395 0 0 LAWRENCE B MANALO MD FORMER HIGHEST COMP 0 534469 0 0 0 55588 0 6800 0 4819 0 601676 0 0 GLENN E DAILEY TRUSTEE/HOSPITAL CHIEF EXECUTIVE OFF 0 280154 0 86012 0 27723 0 6800 0 173 0 400862 0 0 KATHERINE D HERBERT FORMER TRUSTEE/HOSPITAL CHIEF EXECUT 0 283447 0 81280 0 1396 0 6800 0 22550 0 395473 0 0 KENT W HUMBLE MD FORMER HIGHEST COMP 0 332600 0 1500 0 8986 0 6800 0 173 0 350059 0 0 TIFFANY W LIU MD FORMER HIGHEST COMP 0 294431 0 1500 0 8267 0 6456 0 11933 0 322587 0 0 LAUREN MYERS FORMER HIGHEST COMP 0 174587 0 3545 0 168 0 5989 0 114 0 184403 0 0 PART I, LINE 3 THE OFFICERS OF THE ORGANIZATION ARE NOT COMPENSATED BY THE ORGANIZATION, BUT ARE COMPENSATED BY RELATED ORGANIZATIONS FOR THEIR ROLES AS OFFICERS AND EXECUTIVES OF THE OCHSNER CLINIC FOUNDATION. THE METHODS USED INCLUDE A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACTS, A COMPENSATION SURVEY, AND APPROVAL BY THE COMPENSATION COMMITTEE. PART I, LINES 4A-B SCHEDULE J PART I, LINE 4A SEVERANCE PAYMENTS THE FOLLOWING SEVERANCE PAYMENT WAS MADE IN 2024, PURSUANT TO THE TERMS OF A SEPARATION AGREEMENT: DAVID CALLECOD: 849,942 KATHERINE D. HEBERT: 207,447 SCHEDULE J PART I, LINE 4B 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 2024: * PATRICK GANDY: $69,949 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A NON-STOCK NOT-FOR-PROFIT CORPORATION WITH ONE CLASS OF MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS RATIFY THE SELECTION OF THE INDIVIDUALS THAT SERVE ON THE BOARD OF TRUSTEES (GOVERNING BODY) AFTER THOSE INDIVIDUALS HAVE BEEN SELECTED AS A TRUSTEE BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B YES, THE INDIVIDUALS OF THE TRUSTEES (GOVERNING BODY) AND THE MEMBERS MUST BE APPROVED BY THE MEMBERSHIP BODY. FORM 990, PART VI, SECTION B, LINE 11B ONE OR MORE MEMBERS OF SENIOR MANAGEMENT REVIEW THE RETURN. THE RETURN IS ALSO REVIEWED BY HORNE, LLP, THE COMPANY'S TAX ADVISORS. 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, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY: OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES OF OCHSNER CLINIC FOUNDATION AND ITS SUBSIDIARIES AND AFFILIATES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY, WITHIN 40 DAYS OF BECOMING AN EMPLOYEE, OR IF AN INDIVIDUAL HAS A CHANGE IN BUSINESS CIRCUMSTANCES NOT PREVIOUSLY DISCLOSED. THE CONFLICT OF INTEREST TEAM REVIEWS DISCLOSURES AND DETERMINES WHETHER RISK MITIGATION 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, RECUSAL IN DECISION MAKING, DIVESTITURE AND TERMINATION OF BUSINESS RELATIONSHIPS. OCHSNER CLINIC FOUNDATION 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 COMPLETE NEW HIRE OR RISK-BASED CONFLICT OF INTEREST TRAINING IN ALIGNMENT WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE OFFICERS OF THE ORGANIZATION ARE NOT COMPENSATED BY THE CORPORATION, BUT ARE COMPENSATED BY RELATED ORGANIZATIONS FOR THEIR ROLES AS OFFICERS AND EXECUTIVES OF THE OCHSNER CLINIC FOUNDATION. 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. 15B - PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES: PT VI LN 15A DESCRIBES THE COMPENSATION PROCESS FOR MANY OF THE OFFICERS, KEY EMPLOYEES, AND SR PHYSICIAN BOARD MEMBERS. 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. 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, SECTION C, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC: ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND FORMS 990 AND 990-T ARE AVAILABLE UPON WRITTEN REQUEST TO THE CHIEF FINANCIAL OFFICER OF OCHSNER CLINIC FOUNDATION. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON WRITTEN REQUEST TO THE AUDIT SERVICES DEPARTMENT OF OCHSNER CLINIC FOUNDATION. FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B) - ADDITIONAL COMP: COMPENSATION FROM INTEGRATED HEALTH SYSTEM EACH OF THE OFFICERS/DIRECTORS 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. THE AMOUNT OF TIME SHOWN FOR EACH AS "AVERAGE HOURS PER WEEK" IN PART VII, SECTION A, LINE 1A, COLUMN (B), CONSISTS PRIMARILY OF EACH OFFICER'S TIME SPENT ON THE OFFICER'S ROLE WITH THE ORGANIZATION. THE REMAINDER OF EACH OFFICER'S TIME IS SPENT FULFILLING RESPONSIBILITIES THROUGH THEIR ROLES WITH THE RELATED ORGANIZATION AND/OR IS MORE EVENLY DISTRIBUTED ACROSS ALL ORGANIZATIONS IN THE INTEGRATED HEALTH SYSTEM. FORM 990, PART VI, LINE 14 - WRITTEN DOCUMENTATION RETENTION & DESTRUCTION: THERE ARE DOCUMENT RETENTION POLICIES FOR VARIOUS DEPARTMENTS, THOUGH A SINGLE DOCUMENT RETENTION POLICY APPLICABLE TO THE SYSTEM AS A WHOLE DOES NOT EXIST. FORM 990, PART XII, LINE 2C THE ORGANIZATION IS A SUBSIDIARY OF OCHSNER CLINIC FOUNDATION (TIN# 72-0502505), AND IS THUS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF OCHSNER CLINIC FOUNDATION. OCHSNER CLINIC FOUNDATION'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTANT. IN ADDITION, OCHSNER CLINIC FOUNDATION HAS A COMMITTEE FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. ACADIA GENERAL HOSPITAL INC OCHSNER ACADIA GENERAL HOSPITAL 1305 CROWLEY RAYNE HWY CROWLEY LA 70526 464958152 HOSPITAL LA 501(C)(3) LINE 3 LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL 0 BRENT HOUSE CORPORATION 1512 JEFFERSON HIGHWAY NEW ORLEANS LA 70121 720872457 RENTS HOTEL ROOMS TO PATIENTS/GUESTS OF OCHSNER FACILITIES. 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