OCHSNER CLINIC FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
OCHSNER CLINIC FOUNDATION (EIN 72-0502505)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-09
IRS object ID
201743139349303239
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-09T16:03:57-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

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Address Line1425 HOUSTON STREET SUITE 600AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP761027427ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

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EIN720502505EIN

Business Name BusinessName

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Business Name Line1OCHSNER CLINIC FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOCHSBusinessNameControlTxt
Phone5048423400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11514 Jefferson HighwayAddressLine1Txt
CityNEW ORLEANSCityNm
State AbbreviationLAStateAbbreviationCd
ZIP70121ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBOBBY C BRANNONPersonNm
Person TitleEVP & TREASURERPersonTitleTxt
Signature2017-10-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELVA SCOTTPreparerPersonNm
PTINP01207335PTIN
Phone8173351900PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1See StatementBusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1WARNER L THOMASBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11514 Jefferson HighwayAddressLine1Txt
CityNEW ORLEANSCityNm
State AbbreviationLAStateAbbreviationCd
ZIP70121ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,437,322,678GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.OCHSNER.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1944FormationYr
Legal Domicile StateLALegalDomicileStateCd
Activity Or MissionPATIENT CARE, GRADUATE MEDICAL EDUCATION, & MEDICAL RESEARCHActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee19275TotalEmployeeCnt
Total Volunteers956TotalVolunteersCnt
Total Gross UBI$14,994,066TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$799,321NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$28,593,501PYContributionsGrantsAmt
CY Contributions Grants$27,355,661CYContributionsGrantsAmt
PY Program Service Revenue$6,555,671,233PYProgramServiceRevenueAmt
CY Program Service Revenue$7,166,097,462CYProgramServiceRevenueAmt
PY Investment Income$22,686,531PYInvestmentIncomeAmt
CY Investment Income-$1,762,720CYInvestmentIncomeAmt
PY Other Revenue$20,990,259PYOtherRevenueAmt
CY Other Revenue$25,015,405CYOtherRevenueAmt
PY Total Revenue$6,627,941,524PYTotalRevenueAmt
CY Total Revenue$7,216,705,808CYTotalRevenueAmt
PY Grants And Similar Paid$304,816PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$781,352CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,207,926,009PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,334,178,187CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$540,500CYTotalFundraisingExpenseAmt
PY Other Expenses$5,337,779,492PYOtherExpensesAmt
CY Other Expenses$5,824,586,052CYOtherExpensesAmt
PY Total Expenses$6,546,010,317PYTotalExpensesAmt
CY Total Expenses$7,159,545,591CYTotalExpensesAmt
PY Revenues Less Expenses$81,931,207PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$57,160,217CYRevenuesLessExpensesAmt
Total Assets BOY$2,179,873,516TotalAssetsBOYAmt
Total Assets EOY$2,258,707,558TotalAssetsEOYAmt
Total Liabilities BOY$1,391,188,940TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,451,214,849TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$788,684,576NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$807,492,709NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionWe 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$6,574,134,631ExpenseAmt
Grant$781,352GrantAmt
Revenue$7,101,534,343RevenueAmt
DescPatient Care/Patient Medical Services: Ochsner Clinic Foundation consists of four hospitals at six campuses and many clinical locations. Served 118,589 inpatients resulting in 598,953 patient days. Emergency Room visits totaled 262,928. The number of births totaled 5,996. Outpatient hospital visits totaled 431,622. Physician clinic visits total 1,806,594. 444 patients received organ transplants.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$42,396,307ExpenseAmt
Revenue$40,815,766RevenueAmt
DescDivision of Academics: Since 1944, academics have been an integral component of the mission, visions and strategy of the Ochsner organization. The Division of Academics adds emphasis, intellectual capital and focus to Ochsner's mission to educate and innovate, with the primary focus of providing the highest quality care and service to the Ochsner community and patients. A large portion of physicians completing the training programs decide to join Ochsner's group practice. The academic areas are operating divisions of OCF. Residency Training Programs: OCF operates one of the nation's largest independent academic medical centers and trains over 280 residents and fellows annually in 28 independent OCF-sponsored accredited residency training programs. In addition, Ochsner is a joint sponsor with the Louisiana State University Health Science Center ("LSUHSC"), psychiatry program, and is a joint sponsor of a pediatric program with Tulane University School of Medicine ("Tulane"). The joint programs include approximately 72 residents. In addition, another 500 residents and fellows rotate to OCF in various disciplines of medicine and surgery under affiliation agreements with LSUHSC and Tulane as well as other schools from across the country and around the world. Ochsner also supports LSUHSC residency training programs at Ochsner Medical Center - Kenner where approximately 113 residents in Family Practice and Internal Medicine, and approximately 134 residents in medicine and surgical specialties training programs complete clinical rotations annually. University of Queensland, Ochsner Clinical School: In the fall of 2008, Ochsner entered into a partnership with the University of Queensland School of Medicine in Brisbane, Australia to develop the University of Queensland, Ochsner Clinical School ("OCS"). At full student compliment, this program will graduate 120 medical students each year. The program is for United States citizens or permanent residents who are interested in pursuing a career in medicine with the opportunity to study in a global program. The students complete their first and second years of training at the University in Brisbane followed by the completion of years three and four (clinical training years) at Ochsner. The students graduate with a Bachelor of Medicine, Bachelor of Surgery (MBBS degree) which is considered a Doctor of Medicine (MD) equivalent degree. In 2015, the University of Queensland School of Medicine approved the Doctor of Medicine degree to replace the MBBS degree. As a result, the University of Queensland School of Medicine and OCS were visited in 2014 by the Australian Medical Council as a component of the Medical School's accreditation. The outcome of this site visit was full accreditation for six years, the maximum term allowed. The graduating class of 2018 will be the first class to graduate with the MD degree. As of January 2017, there were 477 students enrolled in the University of Queensland, OCS program. In addition to the University of Queensland, OCS program, Ochsner continues to provide over 400 student months of clinical education to medical students from Tulane and the LSUHSC and other medical school programs from across the region, country and around the world. Continuing Medical Education. The Ochsner Department of Continuing Medical Education (CME) has been accredited by the Accreditation Council for Continuing Medical Education (ACCME) since 1976. Approximately 120 CME educational activities held annually through Regularly Scheduled Series and Live Activities provides more than 14,000 practicing physicians with 54,000 CME credits. OCF also collaborates with over 20 Joint Providers to issue CME credit for educational activities sponsored through the Joint Provider. These educational activities include national societies, regional hospitals, and specialty groups. Approvals and Accreditations: OCF's Division of Academics' Education Programs are accredited by or registered with the following agencies: Accreditation Council for Graduate Medical Education (ACGME) Accreditation Council for Continuing Medical Education (ACCME) American Association of Medical Colleges (AAMC) Australian Medical Council (AMC) Council on Teaching Hospitals (COTH) Joint Review Committee for Education in Radiologic Technology (JRCERT) Allied Health / Advanced Practice Affiliations: OCF has formal affiliations with over 100 institutions of higher learning. OCF, through Allied Health and Advanced Practice affiliations, enables students enrolled in over 225 college and university programs throughout the United States to complete formal clinical training degree requirements. Through these affiliations, Ochsner provides clinical training and mentoring to over 1,500 students. In addition, through a long-standing partnership with the University of Holy Cross, students in radiologic technology and neurodiagnostic technology train at Ochsner Medical Center and upon completion of these programs are eligible to earn an Associate or Bachelor's degree in Health Science.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$17,224,596ExpenseAmt
Revenue$13,836,929RevenueAmt
DescElmwood Fitness Center: Designed to meet the health and fitness goals of its members, Elmwood Fitness Center ("the fitness center") provides fitness services to patients, employees, and other members of the community, including seniors and children. The fitness center serves the community as a valuable resource in the prevention of disease. The fitness center is integrated with Ochsner's patient care services through its medical fitness referral program and it's physical and occupational therapy services. The fitness center also provides outreach to the community, including educational programs, community nutrition outreach, and a youth obesity program.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

ExpenseExpenseAmtRevenueRevenueAmtDescDesc
$15,505,909$6,295,144Research: Medical Research: Currently, Ochsner Clinic Foundation operates six research laboratories within the Institute for Translational Research focusing on multiple medical diseases and problems including cancer, diabetes, transplant rejection, rheumatological diseases, neurological disorders and infectious diseases. In addition, Ochsner currently offers to its patients over 600 active clinical trials in 50 clinical areas. Approximately 5,500 patients participate in clinical research annually. The Ochsner Institutional Review Board provides oversight for all clinical trials to ensure the safety of the human subjects participating in research. Ochsner established the Center for Applied Health Services Research (CAHSR) in 2014, the mission of which is to advance knowledge, improve clinical practice, and improve the health and well-being of the community. The CAHSR collaborates with Ochsner leaders to identify high priority issues and design key initiatives that would benefit from research expertise and program evaluation including new benefits, system redesign, patient safety and clinical care. The center also identifies and influences capacity to conduct health care demonstrations and pragmatic practice-based interventions that are high priority for operational leaders and have high scientific merit. CAHSR services include an Information Analytics Unit that helps researchers extract data from Ochsner's System data repositories, a Biostatistic Unit that helps researchers with project development and data analysis, and a Patient Research Advisory Board which facilitates patient engagement in both industry-sponsored and investigator-initiated studies. The CAHSR is a major collaborator on several grants funded by the Patient-Centered Outcomes Research Institute and the National Institutes of Health. The Clinical Trial Unit (CTU), located at Ochsner Baptist Medical Center, was established in 2012 to provide the ability to carry out a variety of clinical trials, including complex trials requiring close monitoring, high-volume trials, and more. Since inception, over 500 patients have participated in research studies at the CTU. The Biobank Unit, located at Ochsner Medical Center, was established in 2011 to develop a robust inventory of human biospecimens and biofluids for utilization in research projects. Since inception, over 2,000 patients have donated their biospecimens and biofluids. This has resulted in development of a comprehensive ExpressBank with an inventory of over 28,000 aliquots of biospecimens and biofluids. To provide more biospecimen donation opportunities to our patients (especially females), a new Satellite BioBank Unit has been established at Ochsner Baptist Medical Center in 2016.
$2,449,156$3,327,191Rent-Physical plant: Ochsner Clinic Foundation rents its physical plant to related 501(c)(3) organizations. The majority of the rental is to Brent House Corporation, a wholly-owned subsidiary and exempt 501(c)(3) organization. Brent House fully reimburses Ochsner for expenses related to the Hotel.
$1,382,445$21,596Ochsner maintains a free parking garage for employees and patients. Revenue is attributable to the optional valet parking service, which is offered for the convenience of Ochsner's patients.
$359,275Program Related Investments: Equity Income from Joint Venture providing patient care.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$19,337,510TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$10,003,206TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$6,653,093,044TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1592IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee19275EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Foreign CountryBDForeignCountryCd
Foreign CountryEIForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BOBBY C BRANNONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5048423400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11514 JEFFERSON HIGHWAYAddressLine1Txt
CityNEW ORLEANSCityNm
State AbbreviationLAStateAbbreviationCd
ZIP70121ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Suzanne T Mestayer
Board Chairman1.04.0Yes (X)Yes (X)$0$2,886$0
Warner L Thomas
CEO / Board Member1.049.0Yes (X)Yes (X)$0$4,185,284$434,315
Vincent R Adolph MD
Board Member/Senior Physician48.02.0Yes (X)$691,285$0$58,612
Pedro Cazabon MD
Board Member/Senior Physician47.03.0Yes (X)$361,588$0$48,408
Thomas Duncan Davis
Community Director1.04.0Yes (X)$0$1,648$0
Richard Deichmann MD
Board Member/Senior Physician47.03.0Yes (X)$300,000$0$65,635
William H Hines
Community Director1.04.0Yes (X)$0$1,548$0
Dennis Kay MD
Board Member/Senior Physician47.03.0Yes (X)$711,547$0$70,186
R Parker LeCorgne
Community Director1.04.0Yes (X)$0$35$0
George Loss MD PhD
Board Member/Senior Physician46.04.0Yes (X)$1,658,365$0$73,193
James E Maurin
Past Chair1.04.0Yes (X)$0$563$0
Jefferson G Parker
Community Director1.04.0Yes (X)$0$4,629$0
Robert J Patrick
Community Director1.04.0Yes (X)$0$186$0
Patrick J Quinlan MD
Board Member Ex Officio1.049.0Yes (X)$0$1,382,809$74,600
Timothy L Riddell MD
Board Member/Senior Physician25.025.0Yes (X)$308,843$0$39,903
Dana Smetherman MD
Board Member/Senior Physician46.04.0Yes (X)$590,542$0$57,557
Stephen F Stumpf
Community Director1.04.0Yes (X)$0$1,378$0
Jose S Suquet
Community Director1.04.0Yes (X)$0$1,783$0
David E Taylor MD
Board Member/Senior Physician47.03.0Yes (X)$401,458$0$75,928
Andrew B Wisdom
Community Director1.04.0Yes (X)$0$909$0
Bobby C Brannon
EVP & Treasurer43.07.0Yes (X)$765,103$0$50,910
Michael F Hulefeld
EVP & COO1.049.0Yes (X)$0$1,027,184$200,110
Peter C November
Secretary Exec VP CAO1.049.0Yes (X)$0$947,199$241,636
Scott J Posecai
EVP & CFO1.049.0Yes (X)$0$2,152,634$278,302
Dawn Jo Anuszkiewicz
CEO-Baptist50.00$429,282$0$64,537Yes (X)
Joseph E Bisordi MD
Exec VP Chief Medical Officer1.049.0$0$1,601,004$467,290Yes (X)
Steven B Deitelzweig MD
Sr Physician, Svc Line Ldr, Hospital Med50.00.0$426,459$0$64,267Yes (X)
Bradley Goodson
CEO NORTHSHORE REGION50.00.0$375,146$0$63,352Yes (X)
Richard D Guthrie Jr MD
Chief Quality Officer48.02.0$532,460$0$73,525Yes (X)
Robert Hart MD
EVP-Chief Medical Officer1.049.0$0$837,923$84,765Yes (X)
Yvens G Laborde MD
Reg Med Dir, WB Reg50.00.0$457,152$0$79,940Yes (X)
E Edward Martin Jr MD
Reg Med Dir - N.S. Reg50.00.0$525,145$0$57,844Yes (X)
William A McDade MD
EVP-Chief Academic Officer49.01.0$326,308$0$20,083Yes (X)
J Eric McMIllen
CEO, Baton Rouge Region50.00$428,679$0$42,449Yes (X)
William W Pinsky MD
Exec VP/Chief Academic Officer49.01.0$626,615$0$104,156Yes (X)
Dawn Puente MD
Reg Med Dir, NO Comm Hosp25.025.0$473,813$0$60,213Yes (X)
Armin Schubert MD
VPMA-OMC-Jeff Hwy50.00$573,579$0$68,938Yes (X)
Robert Wolterman
CEO OMC-Jeff Hwy50.00.0$15,964$527,285$46,852Yes (X)
Cuong Q Bui MD
Sr Physician-Vice Chair50.00$1,269,667$0$54,561Yes (X)
Deryk G Jones MD
Sr Physician, Section Head, Sports Medicine50.00$991,607$0$72,832Yes (X)
Terry King MD
Physician50.00$994,347$0$40,123Yes (X)
Benjamin Peeler MD
Physician50.00$1,102,449$0$51,127Yes (X)
Marcus Ware MD
Sr Physician50.00$1,105,100$0$52,222Yes (X)
Mark French
Former Key Employee0.050.0$0$266,777$43,219Yes (X)
Beth E Walker
Former Key Employee50.00$295,659$0$32,025Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$16,738,160TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$12,943,664TotReportableCompRltdOrgAmt
Total Other Compensation$3,413,616TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1421IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
BROADMOOR-MILTON J WOMACK - A JOINT VENTURE
2740 N ARNOULT RDMETAIRIELA70002Construction$16,643,526
GJERSET & LORENZ LLP
2801 VIA FORTUNAAUSTINTX78746Legal Services$6,738,526SUITE 500
HOSPITAL HOUSEKEEPING LTD
216 EAST 4TH STREETAUSTINTX78701Housekeeping$6,658,698
CLEMENT BUILDING CO LLC
3621 RIDGELAKE DRMETAIRIELA70002Construction$5,797,094SUITE 203
MAYO COLLABORATIVE SERVICES INC dba MAYO MEDICAL LABORATORIES
3050 SUPERIOR DRIVE NWROCHESTERMN55905Lab Services$5,578,603
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K180CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Federated Campaigns$167,031FederatedCampaignsAmt
Fundraising$1,053,110FundraisingAmt
Government Grants$530,576GovernmentGrantsAmt
All Other Contributions$25,604,944AllOtherContributionsAmt
Noncash Contributions$415,044NoncashContributionsAmt
Total Contributions$27,355,661TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Patient Service Revenue621110$7,101,555,938$6,984,851,094$272,952$116,431,892
Elmwood Fitness Center713940$13,744,147$13,744,147
Education Revenue611600$40,815,766$40,815,766
Research Revenue900099$6,295,144$6,295,144
Rental From Physical Plant531120$3,327,191$3,327,191

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$359,276TotalRevenueColumnAmt
Related Or Exempt Func Income-$40,697RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$399,973UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$7,166,097,462TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,275,708TotalRevenueColumnAmt
Unrelated Business Revenue-$71,615UnrelatedBusinessRevenueAmt
Exclusion$13,347,323ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,597TotalRevenueColumnAmt
Exclusion$18,597ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,376TotalRevenueColumnAmt
Exclusion$17,376ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,624,602RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,361,524RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,263,078RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,263,078TotalRevenueColumnAmt
Exclusion$1,263,078ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$169,733,567SecuritiesAmt
Other$1,264,058OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$183,574,823SecuritiesAmt
Other$2,479,827OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$13,841,256SecuritiesAmt
Other-$1,215,769OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$15,057,025TotalRevenueColumnAmt
Exclusion-$15,057,025ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$619,915FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,053,110ContriRptFundraisingEventAmt
Fundraising Direct Expenses$1,074,314FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$454,399TotalRevenueColumnAmt
Exclusion-$454,399ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$43,163,505GrossSalesOfInventoryAmt
Cost Of Goods Sold$31,126,382CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,037,123TotalRevenueColumnAmt
Unrelated Business Revenue$2,240,529UnrelatedBusinessRevenueAmt
Exclusion$9,796,594ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Management Services Revenue541611$4,389,794$4,389,794
Administrative Education611430$40,000$40,000
Electronic Medical Record System Support541511$7,722,433$7,722,433

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$12,152,227OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,216,705,808TotalRevenueColumnAmt
Related Or Exempt Func Income$7,045,665,454RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$14,994,066UnrelatedBusinessRevenueAmt
Exclusion$128,690,627ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$687,930TotalAmt
Program Services$687,930ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$93,422TotalAmt
Program Services$93,422ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$12,220,346TotalAmt
Program Services$8,300,400ProgramServicesAmt
Management And General$3,919,946ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,042,478TotalAmt
Program Services$1,042,478ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,150,569,209TotalAmt
Program Services$995,692,585ProgramServicesAmt
Management And General$154,566,068ManagementAndGeneralAmt
Fundraising$310,556FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$57,015,971TotalAmt
Program Services$52,677,003ProgramServicesAmt
Management And General$4,320,301ManagementAndGeneralAmt
Fundraising$18,667FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$47,503,315TotalAmt
Program Services$31,017,716ProgramServicesAmt
Management And General$16,433,187ManagementAndGeneralAmt
Fundraising$52,412FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$65,826,868TotalAmt
Program Services$56,396,654ProgramServicesAmt
Management And General$9,409,223ManagementAndGeneralAmt
Fundraising$20,991FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$39,168,992TotalAmt
Program Services$5,373,046ProgramServicesAmt
Management And General$33,791,374ManagementAndGeneralAmt
Fundraising$4,572FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$9,400,023TotalAmt
Program Services$19,660ProgramServicesAmt
Management And General$9,380,363ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,796TotalAmt
Management And General$5,796ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$671,666TotalAmt
Management And General$671,666ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,639,636TotalAmt
Management And General$1,639,636ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$140,745,422TotalAmt
Program Services$100,269,518ProgramServicesAmt
Management And General$40,463,313ManagementAndGeneralAmt
Fundraising$12,591FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,527,078TotalAmt
Program Services$1,023,538ProgramServicesAmt
Management And General$500,253ManagementAndGeneralAmt
Fundraising$3,287FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$109,829,405TotalAmt
Program Services$97,263,817ProgramServicesAmt
Management And General$12,499,722ManagementAndGeneralAmt
Fundraising$65,866FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$14,386,170TotalAmt
Program Services$5,388,615ProgramServicesAmt
Management And General$8,997,555ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$109,709,193TotalAmt
Program Services$41,464,339ProgramServicesAmt
Management And General$68,239,530ManagementAndGeneralAmt
Fundraising$5,324FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,527,560TotalAmt
Program Services$1,823,827ProgramServicesAmt
Management And General$694,803ManagementAndGeneralAmt
Fundraising$8,930FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,138,872TotalAmt
Program Services$3,830,536ProgramServicesAmt
Management And General$1,308,123ManagementAndGeneralAmt
Fundraising$213FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$41,605,194TotalAmt
Program Services$41,067,532ProgramServicesAmt
Management And General$537,662ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$101,669,722TotalAmt
Program Services$52,388,707ProgramServicesAmt
Management And General$49,253,378ManagementAndGeneralAmt
Fundraising$27,637FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$28,666,752TotalAmt
Program Services$26,249,593ProgramServicesAmt
Management And General$2,417,159ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DISCOUNTS & ALLOWANCES$4,251,402,458$4,245,786,140$5,616,318
MEDICAL SUPPLIES, ORGANS, DRUGS$391,051,040$390,848,984$199,351$2,705
OUTSIDE PROVIDER$315,376,599$315,376,599
EST. UNRELATED BUSINESS INCOME TAX$613,123$493,267$119,856

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$259,451,351TotalAmt
Program Services$178,517,138ProgramServicesAmt
Management And General$80,927,464ManagementAndGeneralAmt
Fundraising$6,749FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,159,545,591TotalAmt
Program Services$6,653,093,044ProgramServicesAmt
Management And General$505,912,047ManagementAndGeneralAmt
Fundraising$540,500FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$123,664,557BOYAmt
EOY$162,848,268EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$326,751,971BOYAmt
EOY$160,972,579EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$24,016,363BOYAmt
EOY$33,986,187EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$155,894,043BOYAmt
EOY$163,322,695EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$169,394,608BOYAmt
EOY$1,693,171EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$47,228,506BOYAmt
EOY$55,874,434EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$33,577,459BOYAmt
EOY$36,107,194EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,799,204,029LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,096,623,227LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$544,851,101BOYAmt
EOY$702,580,802EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$548,331,960BOYAmt
EOY$538,415,381EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$133,028,608BOYAmt
EOY$265,721,956EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$54,560,085BOYAmt
EOY$55,024,658EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$18,574,255BOYAmt
EOY$82,160,233EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,179,873,516BOYAmt
EOY$2,258,707,558EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$251,219,507BOYAmt
EOY$270,392,877EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$12,370,494BOYAmt
EOY$9,633,499EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$520,594,843BOYAmt
EOY$591,493,144EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$364,661,709BOYAmt
EOY$325,390,520EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$52,430,000BOYAmt
EOY$52,430,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$189,912,387BOYAmt
EOY$201,874,809EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,391,188,940BOYAmt
EOY$1,451,214,849EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$698,578,072BOYAmt
EOY$693,440,120EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$66,343,768BOYAmt
EOY$88,219,380EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$23,762,736BOYAmt
EOY$25,833,209EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$788,684,576BOYAmt
EOY$807,492,709EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,179,873,516BOYAmt
EOY$2,258,707,558EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$57,160,217ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$37,167,558NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$75,519,642OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$671,666FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$671,666FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$6,652,581,921FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$6,653,253,587FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$739,626CurrentYearMinus3Amt
Current Year Minus2$766,727CurrentYearMinus2Amt
Current Year Minus1$826,008CurrentYearMinus1Amt
Current Year$671,666CurrentYearAmt
Total$3,004,027TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$0TotalAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$33,770,056BeginningYearBalanceAmt
Contributions$2,047,419ContributionsAmt
Investment Earnings Or Losses$2,396,581InvestmentEarningsOrLossesAmt
Other Expenditures$590,677OtherExpendituresAmt
End Year Balance$37,623,379EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$33,633,473BeginningYearBalanceAmt
Contributions$340,496ContributionsAmt
Investment Earnings Or Losses$27,886InvestmentEarningsOrLossesAmt
Other Expenditures$231,799OtherExpendituresAmt
End Year Balance$33,770,056EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$30,504,804BeginningYearBalanceAmt
Contributions$138,247ContributionsAmt
Investment Earnings Or Losses$3,916,658InvestmentEarningsOrLossesAmt
Other Expenditures$926,236OtherExpendituresAmt
End Year Balance$33,633,473EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,003,991BeginningYearBalanceAmt
Contributions$594,194ContributionsAmt
Investment Earnings Or Losses$3,696,563InvestmentEarningsOrLossesAmt
Other Expenditures$1,789,944OtherExpendituresAmt
End Year Balance$30,504,804EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,449,386BeginningYearBalanceAmt
Contributions$112,431ContributionsAmt
Investment Earnings Or Losses$1,850,353InvestmentEarningsOrLossesAmt
Other Expenditures$408,179OtherExpendituresAmt
End Year Balance$28,003,991EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.037BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.6866PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.2764TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$3,827,929InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$41,860,483OtherCostOrOtherBasisAmt
Book Value$45,688,412BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,828,033InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$854,411,748OtherCostOrOtherBasisAmt
Depreciation$525,563,008DepreciationAmt
Book Value$330,676,773BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$81,819,255OtherCostOrOtherBasisAmt
Depreciation$22,680,807DepreciationAmt
Book Value$59,138,448BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$705,570,572OtherCostOrOtherBasisAmt
Depreciation$519,441,923DepreciationAmt
Book Value$186,128,649BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$109,886,009OtherCostOrOtherBasisAmt
Depreciation$28,937,489DepreciationAmt
Book Value$80,948,520BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$702,580,802TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (24 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Aviva Investors Multi-Strategy$61,653,609F
Commonfund Capital International Partners V$355,286F
Commonfund Capital International Partners VI$749,814F
Commonfund Capital International Partners VII$1,652,015F
Commonfund Capital Natural Resources VI$466,252F
Commonfund Capital Natural Resources VII$1,928,823F
Commonfund Capital Natural Resources VIII$1,998,033F
Commonfund Capital Private Equity Partners VI$391,205F
Commonfund Capital Private Equity Partners VII$784,922F
Commonfund Capital Ventures Partners VII$297,224F
Commonfund Capital Ventures Partners VIII$1,688,086F
Commonfund Capital Ventures Partners IX$4,694,821F
DW Catalyst Offshore Fund LTD$7,130,235F
J O Hambro Global Select Fund$34,835,736F
Lexington Capital Partners VII (Offshore)$1,314,646F
Millennium International LTD$26,107,404F
Parametric Defensive Equity Fund$0F
Parametric Global Defensive Equity Fund$23,323,962F
Park Street Capital Private Equity Fund VI$779,671F
Polunin Developing Countries Fund$11,859,030F
Renaissance Institutional Equities Fund LLC$14,195,414F
Scopia PX International LTD$14,134,595F
Wellington Durable Companies$26,521,833F
Wellington USREE$28,859,340F
FieldValueIRS element (for citing)
Total Book Value Securities$265,721,956TotalBookValueSecuritiesAmt
Federal Income Tax Liability$160,977FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)

DescDescAmtAmt
PENSION & POST RETIREMENT OBLIGATIONS$166,853,401
LEASE LIABILITY$3,019,625
SELF INSURANCE LIABILITY$13,795,235
WORKER'S COMPENSATION LIABILITY$11,051,126
CONTRACT RETENTIONS$4,290,647
SPLIT INTEREST LIABILITY$635,319
RESERVE FOR RECOUPMENTS
Interest Rate Swap Liability$164,255
MISCELLANEOUS$1,904,224
FieldValueIRS element (for citing)
Total Liability$201,874,809TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsExplanation: In general, the Organization's Endowment Funds support the following initiatives: Medical Research, Graduate Medical Education Program, Lectureships, Fellowship Awards, Anti-Smoking Initiative, Pastoral Care, Alzheimers care, Nursing Education and Advancement in Anesthesia.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteThe text of the footnote to the consolidated financial statements that reports the liability for uncertain tax positions is as follows: "OHS 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 2013 through 2016 in OHS' main tax jurisdictions."

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Investments$139,199,829
Europe (Including Iceland and Greenland)00Investments$89,688,512
Central America and the Caribbean00Grantmaking$46,844
East Asia and the Pacific00Grantmaking$23,000
Sub-Saharan Africa00Grantmaking$23,579
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$228,981,764SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$228,981,764TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (6 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxt
Central America and the CaribbeanMEDICAL EQUIPMENT/TREATMENT$15,461WIRE
Central America and the CaribbeanSALARY FOR TEACHING PROGRAMS$15,451WIRE
Central America and the CaribbeanFOOD & NUTRITION$12,761WIRE
Central America and the CaribbeanSUPPLIES FOR TEACHING PROGRAMS$3,170WIRE
East Asia and the PacificTo identify and map biomarkers in pancreatic cysts in hopes of predicting malignant cysts.$23,000WIRE
Sub-Saharan AfricaFREIGHT CHARGES$23,579FREIGHT PAID FOR SHIPPING EXPIRED / DISPOSED-OF SUPPLIES
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsAll international grants obtain an additional layer of approval from the Audit Serivces department. The AVP of the Audit Services department ensures compliance with donor restrictions, reviews payment procedures and tracks the use of proceeds.
Schedule F, Part I, Line 3(f) Investment AmountsThis section reflects the book value of foreign investments made in 2016 and prior years. Investments and values are as follows: Central America and the Caribbean: * Aviva Investors Funds Spc LTD, Cayman Islands, $61,653,609 * DW Catalyst Offshore Fund LTD, Cayman Islands, $7,130,235 * Lexington Capital Partners VII (Offshore), Cayman Islands, $1,314,646 * Millennium International, LTD, C/o Globeop Financial Services (Cayman) Limited, Grand Cayman: $26,107,404 * Scopia PX International LTD, Bermuda, $14,134,595 * Wellington USREE, Cayman Islands, $28,859,340 EUROPE: * Comgest Growth Emerging Markets, c/o RBC Dexia Investor Services, Ireland: $14,347,557 * J.O. Hambro Capital Management, c/o RBC Dexia Investor Services, Ireland: $34,835,736 * Overstone Fund PLC, c/o Northern Trust Int'l Fund Admin Services, Ireland: $40,505,219
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSAll international grants obtain an additional layer of approval from the Audit Serivces department. The AVP of the Audit Services department ensures compliance with donor restrictions, reviews payment procedures and tracks the use of proceeds.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Breast Cancer GalaEvent1Nm
Gross Receipts Event1$1,370,940GrossReceiptsEvent1Amt
Charitable Contri Event1$783,630CharitableContriEvent1Amt
Gross Revenue Event1$587,310GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$58,430NonCashPrizesEvent1Amt
Rent Facility Costs Event1$350,348RentFacilityCostsEvent1Amt
Food And Beverage Event1$259,943FoodAndBeverageEvent1Amt
Entertainment Event1$40,767EntertainmentEvent1Amt
Other Direct Expenses Event1$118,527OtherDirectExpensesEvent1Amt
Event2King Cake FestivalEvent2Nm
Gross Receipts Event2$224,318GrossReceiptsEvent2Amt
Charitable Contri Event2$200,733CharitableContriEvent2Amt
Gross Revenue Event2$23,585GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$2,545NonCashPrizesEvent2Amt
Rent Facility Costs Event2$119,229RentFacilityCostsEvent2Amt
Food And Beverage Event2$37,054FoodAndBeverageEvent2Amt
Entertainment Event2$3,500EntertainmentEvent2Amt
Other Direct Expenses Event2$54,000OtherDirectExpensesEvent2Amt
Other Events Total5OtherEventsTotalCnt
Gross Receipts Other Events$77,767GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$68,747CharitableContriOtherEventsAmt
Gross Revenue Other Events$9,020GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$1,354NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$539RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$3,274FoodAndBeverageOtherEventsAmt
Entertainment Other Events$7,440EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$17,364OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,673,025GrossReceiptsTotalAmt
Charitable Contributions Tot$1,053,110CharitableContributionsTotAmt
Gross Revenue Total Events$619,915GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$62,329NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$470,116RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$300,271FoodAndBeverageTotalEventsAmt
Entertainment Total Events$51,707EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$189,891OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$1,074,314DirectExpenseSummaryEventsAmt
Net Income Summary-$454,399NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CarefalseFPGReferenceDiscountedCareInd
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetfalseExpensesExceedBudgetInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailablefalseReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$37,247,920TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$37,247,920NetCommunityBenefitExpnsAmt
Total Expense0.0053TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$37,247,920TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$37,247,920NetCommunityBenefitExpnsAmt
Total Expense0.0053TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,331,194TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$29,342DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,301,852NetCommunityBenefitExpnsAmt
Total Expense0.0002TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$39,865,677TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$33,819,978DirectOffsettingRevenueAmt
Net Community Benefit Expns$6,045,699NetCommunityBenefitExpnsAmt
Total Expense0.0009TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$14,500,277TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$8,058,221DirectOffsettingRevenueAmt
Net Community Benefit Expns$6,442,056NetCommunityBenefitExpnsAmt
Total Expense0.0009TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$228,433TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$228,433NetCommunityBenefitExpnsAmt
Total Expense0.0000TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$55,925,581TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$41,907,541DirectOffsettingRevenueAmt
Net Community Benefit Expns$14,018,040NetCommunityBenefitExpnsAmt
Total Expense0.0020TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$93,173,501TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$41,907,541DirectOffsettingRevenueAmt
Net Community Benefit Expns$51,265,960NetCommunityBenefitExpnsAmt
Total Expense0.0072TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$8,087,600TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$8,087,600NetCommunityBenefitExpnsAmt
Total Expense0.0011TotalExpensePct

Economic Development EconomicDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$8,716TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$8,716NetCommunityBenefitExpnsAmt
Total Expense0.0000TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,882TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$1,882NetCommunityBenefitExpnsAmt
Total Expense0.0000TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$140,324TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$140,324NetCommunityBenefitExpnsAmt
Total Expense0.0000TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$8,238,522TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$8,238,522NetCommunityBenefitExpnsAmt
Total Expense0.0012TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedfalseBadDebtExpenseReportedInd
Bad Debt Expense$28,728,816BadDebtExpenseAmt
Bad Debt Expense Attributable$0BadDebtExpenseAttributableAmt
Reimbursed By Medicare$334,666,765ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$339,846,725CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$5,179,960MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd
Hospital Facilities4HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (4 entries)

FacilityFacilityNumAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdWebsite AddressWebsiteAddressTxtState LicenseStateLicenseNumLicensed HospitalLicensedHospitalIndGeneral Medical And SurgicalGeneralMedicalAndSurgicalIndTeaching HospitalTeachingHospitalIndResearch FacilityResearchFacilityIndEmergency Room24 HrsEmergencyRoom24HrsIndFacility Reporting GroupFacilityReportingGroupCdCritical Access HospitalCriticalAccessHospitalInd
OCHSNER MEDICAL CENTER
11516 JEFFERSON HIGHWAYNEW ORLEANSLA70121https://www.ochsner.org/locations/ochsner-medical-center/163Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)A
OCHSNER MEDICAL CENTER-BATON ROUGE
217000 MEDICAL CENTER BLVDBATON ROUGELA70816https://www.ochsner.org/locations/ochsner-medical-center-baton-rouge/555Yes (X)Yes (X)Yes (X)A
OCHSNER MEDICAL CENTER-NORTH SHORE
3100 MEDICAL CENTER DRSLIDELLLA70461https://www.ochsner.org/locations/ochsner-medical-center-north-shore/678Yes (X)Yes (X)Yes (X)Yes (X)A
OCHSNER ST ANNE GENERAL HOSPITAL
44608 HIGHWAY 1RACELANDLA70394https://www.ochsner.org/locations/ochsner-st-anne/594Yes (X)Yes (X)AYes (X)

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1ABusinessNameLine1Txt
FieldValueIRS element (for citing)
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
CHNA Conducted15CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (true)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsfalseCHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLHTTPS://WWW.OCHSNER.ORG/ASSESSMENTOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt15ImplementationStrategyAdptYr
Strategy Posted WebsitefalseStrategyPostedWebsiteInd
Strategy AttachedYes (true)StrategyAttachedInd
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.0FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care0.0FPGFamilyIncmLmtDscntCarePct
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLhttps://www.ochsner.org/patients-visitors/billing-and-financial-services/financial-assistance/FAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLhttps://www.ochsner.org/patients-visitors/billing-and-financial-services/financial-assistance/FAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLhttps://www.ochsner.org/patients-visitors/billing-and-financial-services/financial-assistance/FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Look Back Medicare PrivateYes (X)LookBackMedicarePrivateInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part V, Section B, Line 5 Facility A, 1Facility A, 1 - Ochsner Clinic Foundation Reporting Group A (All Hospitals). Information from the public was solicited in two ways: interview of Key Community Stakeholders and surveys of vulnerable populations. The hospital identified key community stakeholders, leaders from organizations that have special knowledge and or expertise in public health, agencies with information relative to the health needs of the community and representatives of medically underserved, low-income, minority populations and populations with chronic disease needs in the community. Such persons were interviewed, participated in focus groups and/or were surveyed as part of the needs assessment planning process. The surveys of vulnerable populations were generally administered by local community-based organizations providing services to vulnerable populations in the hospitals' service areas, at their locations. The surveys were 32 questions offered in English, Spanish, and Vietnamese. The surveys were conducted between May - July 2015. Vulnerable populations were identified by the CHNA oversight committee and through stakeholder interviews. Vulnerable populations targeted by the surveys were residents that were: seniors, low-income (including families), uninsured, Latino, chronically ill, had a mental health history, homeless, literacy challenged, limited English speaking, women of child bearing age, diabetic, and residents with special needs. Input was received from all of these targeted groups. Multiple attempts were made to contact the key community stakeholders identified. To increase representation, local community based organizations were trained to administer the survey in person at their locations. Top community health needs were identified and prioritized by community leaders during a regional community health needs identification forum held in August 2015. Consultants presented to community leaders the CHNA findings from analyzing secondary data, key stakeholder interviews, and surveys. Community leaders discussed the data presented, shared their visions and plans for community health improvement in their communities, and identified and prioritized the top community health needs in the community. The following is a list of community organizations that participated in the regional community health needs assessment process: * Acadian Ambulance * ARC of St. Charles * ARC of St. Tammany * Baton Rouge Community College * Boys and Girls Club Westbank * BREC * Baton Rouge Division of Human Development and Services * Cancer Association of Greater New Orleans (CAGNO) * Catholic Charities * Chief - HIV Division of Infectious Disease * Children's Special Health Services * City of Kenner * City of New Orleans * City of Slidell * COAST - Slidell Senior Center * Community Service Center * Covington Police Department * Daughters of Charity - N.O * Delgado Community College * Director - Medical Student Clerkship * Division of Human Development & Services * EQ Health Solutions * Fifth District Savings and Loan * First Baptist Church * Greater New Orleans Foundation * Healthy Start New Orleans * Healthy Baton Rouge Initiative * Humana Louisiana * Institute of Women and Ethnic Studies * Jefferson Business Council * Jefferson Parish * Jefferson Parish Commissioner * Jewish Community Center * Kenner Council on Aging and Parks and Recreation * Kingsley House * Local Businessman * Louisiana Office of Public Health * Louisiana Public Health Institute * LSU Health Science Center, Allied Health * LSUIH-HIV Outpatient Clinic * McFarland Institute * Methodist Health Foundation * NAMI * NAMI St. Tammany * New Wine Fellowship * NO/AIDS Task Force * Nouveau Marc Residential Retirement Living * Ochsner Health System * PACE Greater New Orleans * Pickering and Cotogno * Plaquemines Community CARE * Plaquemines Parish Community Action Agency * Prevention Research Center at Tulane University * Raceland Raw Sugar * S.A.L.T * Second Harvest Food Bank * SMH Foundation Board * Southeast La. Legal Services * St. Tammany EDF * St. Tammany Outreach for the Prevention of Suicide (STOPS) * St. Tammany Parish Fire District 4 * STPH Community Wellness Center * Susan G. Komen, New Orleans * The Good Samaritan Ministry * The McFarland Institute * Travelers Aid Society of GNO * Tulane University School of Medicine * United way 211 help line (VIALink) * VIET * Watson Memorial Teaching Ministries * West Jefferson Civic Coalition * Workforce Commission * YMCA BR * Youth Service Bureau- Slidell Client Services and CASA
Schedule H, Part V, Section B, Line 6a Facility A, 1Facility A, 1 - Ochsner Clinic Foundation Reporting Group A (All Hospitals). The CHNA was conducted with a number of other hospital facilities. * Ochsner Medical Center Kenner * St. Charles Parish Hospital * Children's Hospital of New Orleans * Touro Infirmary * University Medical Center New Orleans * East Jefferson General Hospital * West Jefferson Medical Center * Slidell Memorial Hospital * St. Tammany Parish Hospital
Schedule H, Part V, Section B, Line 11 Facility A, 1Facility A, 1 - A-1 Ochsner Medical Center (including Ochsner Baptist - A Campus of Ochsner Medical Center and Ochsner Medical Center - West Bank Campus). 2016 update on 2015 Community Health Needs Assessment Significant needs identified and measures taken and resources available to address those needs Need: Access to healthcare and medical services * Provided medical services in neighborhoods across region (Metairie, Lakeview, Elmwood, Mid-city, Algiers, Lapalco, Belle Chasse, Gretna, Marrero, Clearview) including Infectious Disease (HIV/AIDs) at Jefferson Hwy facility * Increased available healthcare providers by providing clinical training opportunities to students from the University of Queensland, Loyola, Our Lady of Holy Cross and Delgado and many others. * Began planning process for partnership with Chamberlain Nursing School to open school in New Orleans (opening in late 2017) to increase availability of nurses to all area hospitals * Engaged and prepared K-12 students in STEM and health career exploration through Field Trips, Girl Scout programs and Job Shadows. 4,790 students impacted, an increase of 46% from 2015. * Raised awareness in healthcare field for the unemployed and underemployed members of the community, preparing participants with life skills (financial education, job readiness, basic literacy and computer skills) - MA NOW, MA YOST and IMPACT program in Orleans and Jefferson Parish. Retention rate for MA NOW was 74% and for MA YOST was 84%. * Provided access to healthcare through School based health centers at Bonnabel HS (2824 visits) and Ehret HS (3137 visits) * Provided healthcare services to students at Loyola University Student Health Center * Started planning for increased urgent care clinic sites throughout metro New Orleans in partnership with MHM effective 1/1/17. * Developed and offered High Performance Network to insurers and businesses -152 companies participating with 12,800 enrollees system wide * Assisted community members and patients with the Medicaid application process and payment plans. OMC is an approved Medicaid application center. 6698 approved applications; and 9114 patients funded through payment plans. * Improved access to medical record information across region/providers. Utilized Epic Care Everywhere and Care Elsewhere to share records; system-wide over 10,000 external consults accompanied by e-summary and over 372,000 patients use the my chart patient portal to access their records and communicate with their providers * Improved access to critical care expertise across LA utilizing telemedicine E-ICU to connect 7 hospitals including OMC, Baptist and Westbank to centralized monitoring services * Improved evaluation and treatment of patients with signs/symptoms of a stroke through Tele-stroke program with 31 sites including OMC, Baptist and Westbank - 1708 patients seen system wide with 73% able to stay at their home hospital * Provided interpretation services at all locations: face to face, online, and via devices. The number of patients served increased by 6% for the integrated health system. * Utilized CMS ACO model to reduce the cost of healthcare and improve outcomes CMS Shared Savings program * Facilitated and Supported Implementation of Affordable Insurance Exchanges in our communities by participating as a Champion for Coverage and a Certified Counselor Organization in all regions including OMC. 700 families enrolled system wide. Need: Resource Awareness and Health Literacy And Need: Need to Improve Access to Healthy Options and Need to Improve Behaviors that Impact Health * Provided education on chronic health conditions through community education, screenings and nurse consultations (Freret Street Fest, Lakeside Expo, Men's Health event) * Educated 240 middle school students on how to access and prepare healthy food options through a targeted after school hands-on curriculum developed by Ochsner at Belle Chasse YMCA, Boys Club/Girls Club, Communities in School; Provided 777 K-12 students with nutrition education. * Improved physical fitness and activity in the community by providing access to a Mobile Fitness Bus (I Can Do it Bus) through sessions with schools in Jefferson and Orleans parishes. 510 middle school students participated in the programs * Ochsner Sports Medicine provided 1100 student sports physicals across the metro area * Introduced Ochsner Community Connections (auntbertha.com) to Louisiana, providing free database of resources for patients, family members and the community. 2650 users accessed community resources in their neighborhoods across the system * Encouraged education about healthy lifestyles and improve student and teacher wellness at Jefferson parish public schools. * Partnered with employers to improve the health and wellness of their employees. System-wide, 16,652 employees were screened at 59 events at worksites. * Improved the health and wellness of the communities served by Ochsner by providing Eat Fit NOLA to over 220 local restaurants with over 1250 healthy menu items in all regions * Increased community awareness of outreach programs available to address community health needs by educating patients, families and employees. Calendar views increased system wide to over 61,600 page views. * Provided multiple forums for education of community on current health topics including in person sessions and Hello Health on TV. System-wide, 1226 individuals attended 54 in person sessions, and 21 sessions were broadcast live on WLAE. * Offered free cost smoking cessation clinics for adults at 7 sites in the OMC region. * Improved the health and quality of Ochsner employees and families utilizing Pathway to Wellness and Virgin Health Miles. 11,262 employees participating in program system wide. * Participated in state-wide efforts to decrease premature birth rates and improve birth outcomes * Provided education on chronic health conditions through community education and screenings to local churches (Second Baptist Church in Algiers, Israelite Baptist Church in Central City) * Began planning process for community garden at Baptist hospital for Spring 2017 planting Need: Addressing Behavioral Health Issues Including Substance Abuse * Continued providing inpatient psychiatric services at OMC Jefferson Highway * Continued providing clinical psychiatric services through Partial Hospital Program (Addictive Behaviors Unit and Behavioral Medicine Unit) at OMC Jefferson Highway * Continued providing outpatient mental health services at Ochsner Clinics (Jefferson Highway, Westbank, Lapalco, Metarie and Lakeview) * Provided Telemedicine Psychiatric services to EDs at OMC Kenner, OMC- Northshore, OMC- Westbank and OMC- River parishes to improve timely access for evaluation. 554 patients were seen via this service. 40 patients were allowed to be discharged from the ED rather than PEC across the system * Developed system-wide Opioid Stewardship Committee to identify education(provider and patient), protocols based on national best practices and community partnerships to decrease the use of opioids. * Planning started to convert previous River Parishes Hospital building to 82 bed Behavioral health hospital (partnership with Acadia Health)-opening planned for 2017 All identified significant needs were addressed.
Schedule H, Part V, Section B, Line 11 Facility A, 2Facility A, 2 - A-2 Ochsner Medical Center-Baton Rouge. 2016 update on 2015 Community Health Needs Assessment Significant needs identified and measures taken and resources available to address those needs Need: HIV and other STDs * In partnership with other local hospitals, participated in educational sessions and events for the community on HIV and STDs * Continued to provide HIV and STD testing as appropriate in hospital and clinic settings Need: Mental Health and Substance Abuse * Continued providing outpatient mental health services at Ochsner Clinic in Baton Rouge * Developed system-wide Opioid Stewardship Committee to identify education (provider and patient), protocols based on national best practices and community partnerships to decrease the use of opioids. * Completed planning to add Baton Rouge as site for Psychiatric Telemedicine (go live in early 2017) to decrease wait times for psychiatric consults in the ED * Ochsner representative serves on Council for ICARE to support community initiatives for mental health Need: Obesity * Planning complete to offer CHOP after school cooking program and Nutrition Roadshow to school students (original target date in fall 2016, but delayed due to severe flooding in Baton Rouge in 2016) * Improved the health and wellness of the communities served by Ochsner by providing Eat Fit NOLA to over 220 local restaurants with over 1250 healthy menu items (across BR, NO, Northshore and Bayou) * Promoted the 5210+10 program to providers/staff and the community * Partnered with Capital City Produce and Morrison's to provide a farmer's market open to employees and the community * Provided diabetes education including classes, counseling. * Partnered with local YMCA for diabetes education in the community * Provided Healthy Option topic talks in the community (churches, businesses, schools) * Participated in Healthy Baton Rouge annual Family Fit Fun Day event -1100 attendees received healthy living information and blood pressure screenings * In partnership with Healthy BR, provided education at the first Diabetes Expo - 150 people received healthy living information and blood pressure screenings * Sponsored Louisiana Marathon Event in Baton Rouge- 17,000 participants and over 6000 received healthy option information * Renovated the walking path around the lake on the Hospital campus providing a safe environment for exercise Need: Overuse of Emergency Departments * Increased medical services in neighborhoods across region (Denham Springs, Hammond, Prairieville) - adding clinic and freestanding ED in Iberville Parish (Plaquemine); offered urgent care clinics at 4 sites in BR region (Summa, Prairieville, Denham Springs and Zachary). * Increased available healthcare providers by providing clinical training opportunities to students from Baton Rouge Community College, LSU, and Our Lady of the Lake. * Engaged and prepared K-12 students in STEM and health career exploration through Field Trips and Job Shadows. * Developed and offered High Performance Network to insurers and businesses -152 companies participating with 12,800 enrollees * Assisted community members and patients with the Medicaid application process and payment plans. Baton Rouge is an approved Medicaid application center. 1962 approved applications by 1820 patients funded * Improved access to medical record information across region/providers. Utilized Epic Care Everywhere and Care Elsewhere to share records; system-wide over 10,000 external consults accompanied by e-summary and over 372,000 patients use the my chart patient portal to access their records and communicate with their providers * Improved access to critical care expertise across LA utilizing telemedicine E-ICU to connect 7 hospitals including Baton Rouge to centralized monitoring services * Improved evaluation and treatment of patients with signs/symptoms of a stroke through Tele-stroke program with 31 sites including Baton Rouge. 1708 patients seen system wide with 73% able to stay at their home hospital * Provided interpretation services at all locations: face to face, online, and via devices. The number of patients served increased by 6% for the integrated health system. * Utilized CMS ACO model to reduce the cost of healthcare and improve outcomes CMS Shared Savings program * Facilitated and Supported Implementation of Affordable Insurance Exchanges in our communities by participating as a Champion for Coverage and a Certified Counselor Organization in all regions including Baton Rouge. 700 families enrolled system-wide. * Partnered with employers to improve the health and wellness of their employees. System-wide, 16,652 employees were screened at 59 events at worksites. * Introduced Ochsner Community Connections (auntbertha.com) to Louisiana, providing free database of resources for patients, family members and the community. 2650 users accessed community resources in their neighborhoods across the system * Increased community awareness of outreach programs available to address community health needs by educating patients, families and employees. Calendar views increased system-wide to over 61,600. * Provided multiple forums for education of community on current health topics including in person sessions and Hello Health on TV. System-wide, 1226 individuals attended 54 in person sessions, and 21 sessions were broadcast live on WLAE. * Offered free cost smoking cessation clinics for adults at 5 sites in Baton Rouge region. * Improved the health and quality of Ochsner employees and families utilizing Pathway to Wellness and Virgin Health Miles. 11,262 employees participating in program system wide. * Participated in state-wide efforts to decrease premature birth rates and improve birth outcomes All identified needs were addressed.
Schedule H, Part V, Section B, Line 11 Facility A, 3Facility A, 3 - A-3 Ochsner Medical Center-North Shore. 2016 update on 2015 Community Health Needs Assessment Significant needs identified and measures taken and resources available to address those needs Need: Access to healthcare and medical services * Provided medical services in neighborhoods across region (Covington, Mandeville, Pearl River, Abita Springs, Pearl River and Slidell) * Increased available healthcare providers by providing clinical training opportunities to students from Loyola, Delta College and Delgado. * Engaged and prepared K-12 students in STEM and health career exploration through Field Trips, Girl Scout programs and Job Shadows. * Developed and offered High Performance Network to insurers and businesses -152 companies participating with 12,800 enrollees system wide * Assisted community members and patients with the Medicaid application process and payment plans. North Shore is an approved Medicaid application center. 995 approved applications and 1130 patients funded * Improved access to medical record information across region/providers. Utilized Epic Care Everywhere and Care Elsewhere to share records; system-wide over 10,000 external consults accompanied by e-summary and over 372,000 patients use the my chart patient portal to access their records and communicate with their providers * Improved access to critical care expertise across LA utilizing telemedicine E-ICU to connect 7 hospitals including North Shore to centralized monitoring services * Improved evaluation and treatment of patients with signs/symptoms of a stroke through Tele-stroke program with 31 sites including North Shore. 1708 patients seen system wide with 73% able to stay at their home hospital * Provided interpretation services at all locations: face to face, online, and via devices. The number of patients served increased by 6% for the integrated health system. * Utilized CMS ACO model to reduce the cost of healthcare and improve outcomes CMS Shared Savings program * Facilitated and Supported Implementation of Affordable Insurance Exchanges in our communities by participating as a Champion for Coverage and a Certified Counselor Organization in all regions including North Shore. 700 families enrolled system-wide. Need: Resource Awareness and Health Literacy * Provided education on chronic health conditions through community education, screenings and nurse consultations: 2668 attendees at health screenings, 360 attendees at support groups, 1821 sports physicals; 391 attendees at health seminars * Increased community awareness of outreach programs available to address community health needs by educating patients, families and employees. Calendar views increased system wide to over 61,600 page views. * Provided multiple forums for education of community on current health topics including in person sessions and Hello Health on TV. System-wide, 1226 individuals attended 54 in person sessions, and 21 sessions were broadcast live on WLAE. * Introduced Ochsner Community Connections (auntbertha.com) to Louisiana, providing free database of resources for patients, family members and the community. 2650 users accessed community resources in their neighborhoods across the system * Improved the health and wellness of the communities served by Ochsner by providing Eat Fit NOLA to over 220 local restaurants with over 1250 healthy menu items (across BR, NO, Northshore and Bayou) * Partnered with employers to improve the health and wellness of their employees. System-wide, 16,652 employees were screened at 59 events at worksites. * Offered free cost smoking cessation clinics for adults at 2 sites in North Shore region. * Improved the health and quality of Ochsner employees and families utilizing Pathway to Wellness and Virgin Health Miles. 11,262 employees participating in program system wide. * Transition of care phone calls made to 5423 patients discharged from the hospital with a 59% reach rate (up from 52% in 2015) * Participated in state-wide efforts to decrease premature birth rates and improve birth outcomes Need: Mental Health and Substance Abuse * Continued providing outpatient mental health services at Ochsner Clinics (Slidell and Mandeville) * Developed system-wide Opioid Stewardship Committee to identify education (provider and patient), protocols based on national best practices and community partnerships to decrease the use of opioids. * Provided Psychiatric Telemedicine at North Shore hospital to decrease wait times for psychiatric consults in the ED 554 patients were seen via this service. 40 patients were allowed to be discharged from the ED rather than PEC. All identified needs were addressed.
Schedule H, Part V, Section B, Line 11 Facility A, 4Facility A, 4 - A-4 Ochsner St Anne General Hospital. 2016 update on 2015 Community Health Needs Assessment Significant needs identified and measures taken and resources available to address those needs Need: Access to healthcare and medical services * Provided medical services in neighborhoods across region (Raceland, Lockport, Galliano) and specialty clinics at St Anne * Ensured continuation of medical services at Chabert Hospital by providing management services- safety net services for uninsured and underinsured in the region. Clinic visits increased 6% and ED visits increased 14%. * Provided Job Shadow opportunities to local High School students. * Provided interpretation services at all locations: face to face, online, and via devices. The number of patients served increased by 6% for the integrated health system. * Assisted community members and patients with Medicaid application process and payment plans. St. Anne is an approved Medicaid application center, 398 approved applications and 534 patients funded through payment plans * Improved access to medical record information across region/providers. Utilized Epic Care Everywhere and Care Elsewhere to share records; system-wide over 10,000 external consults accompanied by e-summary and over 372,000 patients use the my chart patient portal to access their records and communicate with their providers * Improved evaluation and treatment of patients with signs/symptoms of a stroke through Tele-stroke program with 31 sites, including St. Anne. 1708 patients seen system wide with 73% able to stay at their home hospital * Through Breast Health Grant from the Bayou Region Susan G Komen Foundation assisted 13 women to obtain screening mammograms Need: Resource Awareness and Health Literacy And Need: Need to Improve Access to Healthy Options * Provided education on chronic health conditions through community education, screenings and nurse consultations (Senior Citizens centers- Grand Isle, Larose, Bayou Blue, Raceland, Gheens, Lockport), Community Health Fair, Women's Expo, Men's Expo, diabetes classes with Certified Diabetes Educator and the Dietician, prenatal classes, breastfeeding classes, sibling classes, CPR and First Aid classes, Hello Health Seminars, and Nutritional Seminars. Offered 90 free health educational programs with over 2800 attendees; Completed over 3200 health screenings. * Increased community awareness of outreach programs available to address community health needs by educating patients, families and employees through newspaper advertisement and flyers. * Partnered with employers to improve the health and wellness of their employees (OxyChem, Lafourche Council on Aging, Schlumberger, Lafourche Parish Water District, Raceland Firemen, Lafourche Parish Sheriff's Department, Stora Enso, Raceland Sugarmill, SLECA) * Introduced Ochsner Community Connections (auntbertha.com) to Louisiana, providing free database of resources for patients, family members and the community. 2650 users accessed community resources in their neighborhoods. * Provided 659 Free Flu vaccines to community members, over the age of 18. * Increased community awareness of outreach programs available to address community health needs by educating patients, families and employees. Calendar views increased system wide to over 61,600 page views. * Participated in community events that encourage healthy activity and lifestyles (Relay For Life, Raceland Upper Elementary 5K, LOPA 5K American Heart Association 5K) * Partnered with employers to improve the health and wellness of their employees. System-wide, 16,652 employees were screened at 59 events at worksites. * Developed and offered High Performance Network to insurers and businesses -152 companies participating with 12,800 enrollees system wide * Offered free smoking cessation clinics for adults at St. Anne hospital * Improved the health and quality of Ochsner employees and families utilizing Pathway to Wellness and Virgin Health Miles. 11,262 employees participating in program system wide. * Provided multiple forums for education of community on current health topics including in person sessions and Hello Health on TV. System-wide, 1226 individuals attended 54 in person sessions, and 21 sessions were broadcast live on WLAE. Need: Addressing Behavioral Health Issues Including Substance Abuse * Continued providing inpatient psychiatric services at Ochsner St. Anne Hospital * Continued providing outpatient mental health services at Ochsner Clinic St. Anne * Developed system-wide Opioid Stewardship Committee to identify education (provider and patient), protocols based on national best practices and community partnerships to decrease the use of opioids * Taught AHA Heartsaver AED classes to the community, which includes awareness of the opioid epidemic and the availability of Naloxone All identified needs were addressed.
Schedule H, Part V, Section B, Line 16 Facility A, 1Facility A, 1 - OCHSNER CLINIC FOUNDATION REPORTING GROUP A (ALL HOSPITALS). The policy is included in patient billing statements.
FieldValueIRS element (for citing)
Facility78FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (79 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
Ochsner Medical Center-Clinic
1514 Jefferson HighwayNew OrleansLA70121Health Center
Ochsner Health Center - Summa (Bluebonnet Blvd)
9001 Summa AveBaton RougeLA70809Health Center
Ochsner Health Center - Covington
1000 Ochsner BoulevardCovingtonLA70433Health Center
Leonard J Chabert Medical Center (Clinics)
1978 Industrial BlvdHoumaLA70363Health Center
Ochsner Health Center for Primary Care and Wellness
1401 Jefferson HwyNew OrleansLA70121Health Center
Ochsner Health Center - Baptist Napoleon Medical Plaza
4429 Clara StreetNew OrleansLA70115Health Center
Ochsner Health Center - Slidell
2750 E Gause BlvdSlidellLA70461Health Center
Ochsner Neurosciences Institue - Slidell
104 Medical Center DriveSlidellLA70461Health Center
Outpatient Surgery Suite
103 Medical Center DriveSlidellLA70461Health Center
Ochsner Health Center For Children - New Orleans
1315 Jefferson HighwayNew OrleansLA70121Health Center
Elmwood Medical Office Building
1201 S Clearview PkwyNew OrleansLA70121Health Center
Ochsner Health Center - Lapalco
4225 Lapalco BlvdMarreroLA70072Health Center
Ochsner Health Center - Metairie
2005 Veterans BlvdMetairieLA70002Health Center
Ochsner Family Doctor Clinic - Matthews
111 Acadia DrRacelandLA70394Health Center
Ochsner Fitness Center - Harahan
1200 S Clearview PkwyNew OrleansLA70123Fitness Center
Therapy & Wellness - Elmwood
1201 S Clearview PkwyNew OrleansLA70121Health Center
Ochsner Health Center - Kenner
200 West Esplanade AveKennerLA70065Health Center
Ochsner Health Center-Ochsner Baptist
2820 Napoleon AveNew OrleansLA70115Health Center
Ochsner Women's Health Center - Raceland
104 Acadia Park DrRacelandLA70394Health Center
Ochsner Health Center - ONeal
16777 Medical Center DrBaton RougeLA70816Health Center
Ochsner Physical Therapy-Metairie
850 Veterans BlvdMetairieLA70005Health Center
Ochsner Specialty Health Center - Raceland
141 Twin OaksRacelandLA70394Health Center
Ochsner Health Center - Luling
1057 Paul Maillard RdLulingLA70070Health Center
Ochsner Health Center - Driftwood
2120 Driftwood BlvdKennerLA70065Health Center
Lieselotte Tansey Breast Center at Ochsner
1319 Jefferson HighwayNew OrleansLA70121Health Center
Ochsner Specialty Health Center One Slidell
1850 Gause Blvd EastSlidellLA70458Health Center
Ochsner Health Center - Raceland
106 Cypress StRacelandLA70394Health Center
Ochsner Health Center-Central
11424-2 Sullivan RdCentralLA70818Health Center
Ochsner St Anne General Behaivioral Health Center
4608 Hwy 1RacelandLA70394Health Center
Ochsner Health Center - Tangipahoa
41676 Veterans AveHammondLA70403Health Center
Ochsner Health Center For Children - Covington
101 East Fairway Dr Suites 301 302CovingtonLA70433Health Center
Ochsner Health Center For Children - Metairie
4901 Veterans Memorial BlvdMetairieLA70001Health Center
Ochsner Health Center - Prairieville
16222 Airline Hwy Ste APrairievilleLA70769Health Center
Ochsner Health Center - Destrehan
13100 River RdDestrehanLA70047Health Center
Ochsner Health Center for Children - Slidell
2370 E Gause BlvdSlidellLA70461Health Center
Ochsner Health Center - West Bank
120 Meadowcrest StGretnaLA70056Health Center
Ochsner Health Center - Denham Springs
30819 LA Hwy 16Denham SpringsLA70726Health Center
Ochsner Womens Health Center - Covington
1203 South Tyler St Ste 210CovingtonLA70433Health Center
Ochsner Health Center - Lockport
1015 Crescent AveLockportLA70374Health Center
Ochsner Health Center - Jefferson Place
8150 Jefferson HwyBaton RougeLA70809Health Center
Ochsner Health Center - Lakeview
101 West Robert E Lee Suite 201New OrleansLA70124Health Center
Ochsner Health Center - Algiers
3401 Behrman PlaceAlgiersLA70114Health Center
Ochsner Health Center - Mandeville
2810 East Causeway ApproachMandevilleLA70448Health Center
Ochsner Health Center - Belle Chasse
7772 Belle Chasse HwyBelle ChasseLA70037Health Center
Ochsner Health Center-Plaquemine
24730 Plaza DrPlaquemineLA70764Health Center
Therapy & Wellness - Mandeville
1119 N Causeway Blvd Ste 1MandevilleLA70471Health Center
Ochsner Fitness Center - Metairie
111 Veterans BlvdMetairieLA70005Fitness Center
Ochsner Health Center - LaPlace Medical
735 W 5th StLaPlaceLA70068Health Center
Ochsner Health Center - Abita Springs
22070 Highway 59 Suite CAbita SpringsLA70420Health Center
Ochsner Health Center for Children - Monroe
300 Pavilion RdWest MonroeLA71292Health Center
Ochsner Fitness Center - Downtown
701 Poydras Street AnnexNew OrleansLA70139Fitness Center
Ochsner Neurosciences Institue - Covington
1341 Ochsner BlvdCovingtonLA70433Health Center
Ochsner Health Center For Children - Destrehan
1970 Ormond BoulevardDestrehanLA70047Health Center
Ochsner Health Center - Mid City
411 N Carrollton Ave Ste 4New OrleansLA70119Health Center
Ochsner Health Center - St James
1731 Lutcher AveLutcherLA70071Health Center
Ochsner Health Center-Gretna
441 Wall BlvdGretnaLA70056Health Center
Ochsner Medical Complex - Iberville
25455 La Hwy 1PlaquemineLA70764Health Center
Ochsner Speciality Health Center - Hancock Medical Center
149 Drinkwater BlvdBay St LouisMS39520Health Center
Ochsner Health Center - Clearview
4500 Clearview Pkwy 1st floorMetairieLA70006Health Center
Ochsner Health Center-Slidell
105 Medical Center DrSlidellLA70461Health Center
Ochsner Health Center - Pearl River
64629 LA 41Pearl RiverLA70452Health Center
Ochsner Specialty Health Center - Cedar Lake
1721 Medical Park Dr Ste 200BiloxiMS39532Health Center
Elmwood Gymnastics Academy Elmwood Fitness Center
700 Elmwood Park BlvdNew OrleansLA70123Fitness Center
Total Health Solutions
3211 N Causeway BlvdMetairieLA70002HOME MEDICAL EQUIPMENT
Ochsner Health Center - Elmwood
1221 S Clearview PkwyHarahanLA70121Health Center
Ochsner Health Center - Zachary
4845 Main St Ste DZacharyLA70791Health Center
Ochsner Heart and Vascular Health Center - Hammond
16045 Doctors BlvdHammondLA70403Health Center
Ochsner Health Center - Sherwood
170 McGeheeBaton RougeLA70815Health Center
Ochsner Specialty Health Center Two Slidell
105 Medical Center DrSlidellLA70461Health Center
Elmwood Fitness Center-Kenner
200 West Esplanade Suite 112KennerLA70065Fitness Center
Ochsner Health Center for Children - River Ridge
9605 Jefferson Hwy Ste ERiver RidgeLA70123Health Center
Ochsner Health Center-Harding
7855 Howell Place BlvdBaton RougeLA70807Health Center
Ochsner Health Center - Denham Springs South
139 VeteransDenham SpringsLA70726Health Center
Ochsner Health Center - Belle Meade
605 Lapalco BlvdGretnaLA70056Health Center
Ochsner Health Center for Children Pediatric Subspecialities - Slidell
71211 Hwy 21 Ste BCovingtonLA70433Health Center
Ochsner St Anne General Women's Health Center-Cut Off
195 West 134th StCut OffLA70345Health Center
Elmwood Fitness Center-Brent House
1512 Jefferson HwyNew OrleansLA70121Fitness Center
Ochsner Specialty Health Center - Cut Off
102 West 112th StCut OffLA70345Health Center
Ochsner Health Center-Slidell West
2104 Gause Blvd WestSlidellLA70460Health Center

Supplemental Information Detail SupplementalInformationDetail (20 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part VI, Line 7 State filing of community benefit reportThe organization does not file a community benefit report with any state.
Schedule H, Part V, Section A Ochsner Medical Center Campuses - Facility Reporting Group AOchnser Medical Center is a multi-campus hospital facility. The satellite locations operate under the same license, so they are combined on this form in compliance with the instructions and the section 501(r) regulations. In addition to the campus on 1514 Jefferson Hwy., Ochsner Medical Center has the following satellite locations: * Ochsner Baptist-A Campus of Ochsner Medical Center, 2700 Napoleon Ave., New Orleans, LA 70115, https://www.ochsner.org/locations/ochsner-baptist/ * Ochsner Medical Center-West Bank Campus, 2500 Belle Chasse Hwy., Gretna, LA 70056, https://www.ochsner.org/locations/ochsner-medical-center-west-bank-campus/ * Ochsner Medical Ctr-Elmwood Campus, 1221 S. Clearview Parkway, Jefferson, LA 70121, https://www.ochsner.org/locations/ochsner-health-center-elmwood/
Schedule H, Part I, Line 3c Eligibility criteria for free or discounted careA 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.
Schedule H, Part I, Line 6a Community benefit report prepared by related organizationThe community benefit report prepared by Ochsner Health System is representative of the entire health system, including Ochsner Clinic Foundation. The amounts reported in Schedule H are those amounts that are either directly incurred by Ochsner Clinic Foundation or those that have been allocated to Ochsner Clinic Foundation as a reimbursement to another organization. Related organizations are Ochsner Health System (EIN 20-5296918) and Ochsner Community Hospitals (EIN 20-5297040).
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation80421966
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistanceOCF 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.
Schedule H, Part II Community Building ActivitiesOchsner endeavors to promote the health of the communities it serves through community building activities. Ochsner Community Hospitals promote economic growth in these areas by partnering and supporting organizations like Greater New Orleans Inc, Jefferson Economic Development Corporation, New Orleans Chamber Foundation, St. Tammany West Chamber of Commerce, United Negro College Fund, and local neighborhood associations and child development programs like the Girl Scouts of America and the Greater New Orleans Immunization Network. It also aims to engage and inspire high school students to pursue further education and careers in science and medicine through its STAR ("Science, Technology, Academics and Research") program, a free, five-week summer program that provides qualified high school students with a unique opportunity to work in a student healthcare laboratory setting and BEST! Science which offers science teachers the opportunity to bring students to Ochsner's iLab where they can perform experiments designed by our PhD scientists. One of the guiding principles of Ochsner community outreach is to partner with others for success. As the largest private employer in the region, Ochsner maintains strong relationships with the business and government sector as well as state and local community agencies. Its strong partnerships help address issues such as the high unemployment and underemployment rates in New Orleans. Ochsner is working with the City of New Orleans and Delgado Community College to train employees for the many positions needed in our industry and give residents a career path to stable employment. The MA Now program and the Impact program also include life skills lessons that prepare participants for success in their field. Ochsner provides programs to the communities we serve to increase their knowledge of healthy foods, through our CHOP (Cooking Healthy Options and Portions) after school cooking program at local schools and community centers and through Eat Fit NOLA, a free program which assists local restaurants to develop healthy menu items.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amountBad debt expense at cost is calculated by applying the ratio of patient care cost to charges to the bad debt expense calculated using the following methodology. OHS recognizes revenue on the basis of its standard rates of services provided (or on the basis of discounted rates, if negotiated or provided by policy). Based on historical experience, a significant portion of OHS's uninsured and underinsured patients will be incapable or reluctant to pay for the services provided. Therefore, OHS records a significant provision for bad debts in the period services are provided related to patient receivables and deductibles, copayments, or other amounts due from individual patients that have been deemed unwilling to pay.
Schedule H, Part III, Line 3 Bad Debt Expense MethodologyOchsner 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.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnoteThe footnote in the organization's financial statement that describes bad debt expense is described in the section entitled "Managed Care", beginning on page 31 of the attached Financial Statements. "OCF 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. For uninsured patients who are not eligible for charity care, OCF recognizes revenue on the basis of its standard rates for services provided (or on the basis of discounted rates, if negotiated or provided by policy). Based on historical experience, a significant portion of OCF's uninsured and underinsured patients will be incapable or reluctant to pay for the services provided. Therefore, OCF records a significant provision for bad debts 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."
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costsThe Medicare shortfall should be considered community benefit. Total revenue from Medicare and Medicare Allowable Costs were aggregated from the fiscal year cost reports filed with the 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 Clinic Foundation (Provider No. 19-0036) and Ochsner Bayou LLC (Provider No. 19-1324) cover the period 1/1/2016 - 12/31/2016. The cost report for Ochsner Medical Center - Baton Rouge (Provider No. 19-0202) covers the period 10/1/2015 - 9/30/2016. The cost report for Ochsner Medical Center - North Shore (Provider No. 19-0204) covers the period 4/1/2016 - 3/31/2017.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistanceUpon 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.
Schedule H, Part V, Section B, Line 16a FAP websiteA - OCHSNER MEDICAL CENTER: Line 16a URL: https://www.ochsner.org/patients-visitors/billing-and-financial-services/financial-assistance/;
Schedule H, Part V, Section B, Line 16b FAP Application websiteA - OCHSNER MEDICAL CENTER: Line 16b URL: https://www.ochsner.org/patients-visitors/billing-and-financial-services/financial-assistance/;
Schedule H, Part V, Section B, Line 16c FAP plain language summary websiteA - OCHSNER MEDICAL CENTER: Line 16c URL: https://www.ochsner.org/patients-visitors/billing-and-financial-services/financial-assistance/;
Schedule H, Part VI, Line 2 Needs assessmentOchsner serves the needs of the various communities throughout Southeast Louisiana through its commitment to exemplary patient care, medical research and education. Ochsner Clinic Foundation is part of Ochsner Health System, which comprises a total of eight hospitals (including three satellite locations) and approximately 68 health centers throughout Southeast Louisiana. In order to identify the needs of the community, Ochsner reviews local and state publicly available data regarding the health status and issues in its region. Ochsner works with community organizations that collect information on their areas of focus to identify trends and areas where Ochsner has expertise that can make an impact. Ochsner collaborates with multiple community stakeholders to identify specific community needs in its regions. Ochsner then reviews these needs and determines where it can best use its resources and expertise to affect those needs. One of Ochsner's main focuses is to develop partnerships to address root causes of issues. Examples of Ochsner's commitment to the community can be found in Part VI, Line 5. Ochsner participated with the Metropolitan Hospital Association to conduct a region-wide Community health needs assessment which included all not for profit hospitals in the region in 2015. The applicable Community health needs assessments for each facility may be found in Part V, Section B as required.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistanceAll 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.
Schedule H, Part VI, Line 4 Community informationOchsner Clinic Foundation is a multi-specialty healthcare delivery system consisting of seven hospitals (including three satellite locations) and approximately 68 health centers in Southeast Louisiana. Ochsner Clinic Foundation is part of Ochsner Health System, southeast Louisiana's largest non-profit, academic, multi-specialty, healthcare delivery system with eight hospitals (including three satellite locations) and approximately 68 health centers. Ochsner employs approximately 1,200 physicians in over 90 medical specialties and subspecialties. Ochsner Clinic Foundation's patients vary in age, gender, and race due to the multi-specialty nature of the system. As of 2016, Ochsner Clinic Foundation's service area includes 2.6 million of Louisiana's 4.7 million people. At 19.6%, Louisiana has the third highest poverty level in the nation and about 31% of the population receives Medicaid or is uninsured. Approximately 1.5 million or 31.3% receive Medicaid and approximately 747,000 or 15.9% are uninsured. The original Ochsner facility, Ochsner Medical Center, is located in Jefferson Parish, LA, approximately 1 mile from the western boundary of the city of New Orleans. Ochsner Medical Center, a 565 bed hospital, includes acute and sub-acute facilities. Ochsner Centers of Excellence include the Ochsner Cancer Institute, Ochsner Multi-Organ Transplant Center and Ochsner Heart and Vascular Institute. Ochsner Hospital-Elmwood is a satellite of Ochsner Medical Center, providing inpatient rehabilitation services. Ochsner Baptist Medical Center, which was leased from Ochsner Community Hospitals beginning in March 2013, is a 102-bed satellite of Ochsner Medical Center, providing general medical and surgical acute care; an all-new Women's Pavilion offering full scope services for women of all ages and their newborns; imaging; and laser vision services. Ochsner Medical Center-West Bank Campus is a 165-bed satellite of Ochsner Medical Center, providing general medical and surgical acute care, emergency services and obstetrics, and is located on the West Bank of the Mississippi River within minutes of downtown New Orleans. OMC West Bank is easily accessible to three major parishes: Jefferson, Orleans and Plaquemines. Ochsner Medical Center and its three satellite hospitals serve the New Orleans Metropolitan Standard Area, which includes eight parishes surrounding New Orleans. The Metropolitan Standard Area population is approximately 1.3 million and about 30% of the population receives Medicaid or is uninsured. The poverty rate in the New Orleans Metro area is 18%, 27% in New Orleans itself. Approximately 191,000 or 15% receive Medicaid and approximately 198,000 or 15.4% are uninsured. Ochsner Medical Center-Baton Rouge is a 150-bed hospital located in the city of Baton Rouge within East Baton Rouge parish. East Baton Rouge parish has a population of about 830,000 people, of which about 113,000 were uninsured and about 113,000 received Medicaid. Ochsner Medical Center-North Shore is a 157-bed acute care facility located in Slidell, LA and serving the north shore of Lake Pontchartrain, north of New Orleans, LA. The population of its service area is approximately 539,000 people of which about 82,000 were uninsured and about 75,000 received Medicaid. Ochsner St. Anne General Hospital is a 35-bed acute care hospital that serves Lafourche parish, where it is located, and the surrounding parishes. The bayou region has a population of about 287,000 people, of which about 49,000 were uninsured and about 46,000 received Medicaid.
Schedule H, Part VI, Line 5 Promotion of community healthHaving a diverse representation of the community in the governing boards is an important part of making sure all aspects of the community Ochsner serves are being touched by the mission and vision of the organization. The by-laws of both Ochsner Clinic Foundation and Ochsner Health System call for 10 members of the total 19 board members to be community members. The Chief Executive Officer serves on the Board by virtue of his or her office; however, a majority of Board members are prominent multi-disciplinary business and community leaders. The remaining board members are senior physician employees of Ochsner Clinic Foundation elected by their peers in accordance with Ochsner Clinic Foundation by-laws. Since 1944, academics have been an integral component of the mission, vision and strategy of the Ochsner organization. Operating one of the nation's largest independent academic medical centers, OCF trains over 280 residents and fellows annually in 28 independent OCF-sponsored accredited residency training programs. Ochsner partners with the Louisiana State University and Tulane University Medical Schools, in addition to a consortium relationship with Our Lady of Holy Cross College for allied health and nursing programs. In 2009, Ochsner opened the Ochsner Clinical School through an international partnership with the University of Queensland, Australia which allows US citizens to complete the first two years of Medical School in Australia and the second two years of Medical School at Ochsner. Ochsner's focus on research includes approximately 600 open clinical research trials in almost every specialty. Ochsner operates six basic science/transitional research laboratories and Ochsner scientists publish over 300 journal articles and book chapters each year. Donations and grants do not cover all of the research related costs. In addition to supplying the community's future healthcare providers and providing research to improve medical outcomes, Ochsner is also focused on improving the lifestyle of the patients it serves. Research has proven that many chronic health problems, such as diabetes, obesity and hypertension, are primarily caused by lifestyle choices. In order to reduce chronic disease in the community, Ochsner needs to change the choices and behaviors through exercise, nutrition and promotion of preventative health behaviors. Ochsner's community outreach strategy, led by the commitment of our board of directors and executive team, deploys institutional resources of time, expertise and funding to encourage and support individual and community wellness, focusing on root causes of preventable deaths and chronic disease. Ochsner has been at the forefront of population health management, developing strategies and providing support and education where people live, work, learn and play. Recognizing that good health happens outside our hospitals and clinics, Ochsner has developed partnerships with schools, churches, local sports teams, community centers and restaurants to encourage healthy behaviors. Ochsner has embarked on an ambitious project to transform the health and wellness of its community, using schools as the focal point. Change the Kids, Change the Future(TM) is an overarching philosophy to alleviate the cause instead of the symptom. The goal is to teach children how to make good lifestyle choices to affect meaningful, lasting change for the health and wellness of the community. Ochsner currently provides for two nurse practitioners at local high schools that staff fully functional clinics that see students through scheduled appointments and walk in visits. They also work with the schools to help educate the students about healthy choices. Ochsner also targets childhood obesity through a program at its fitness center, EFC On the Move - Driving to Fight Childhood Obesity, where children ages 9-13 learn about health and fitness in a non-competitive environment via Elmwood Fitness Center's Mobile Fitness Unit. The mobile unit provides fitness classes and weight training equipment. Licensed dieticians provide healthy nutrition information and the staff performs pre- and post- program measurements and exercise performance assessments. In 2013, Ochsner implemented an after school cooking program (CHOP) for middle school students in Jefferson parish public schools. Knowledge and behavioral improvement has been promising and the program will be expanded to other venues. In 2016, 240 middle school students participated in the program. Another 700 students received education on health and nutrition through our Nutrition Roadshow. Ochsner is also an advocate for the health and wellness of adults. Ochsner provided various free health screenings, such as glucose, blood pressure and total cholesterol, and health information to over 2,000 people at public health fairs. Ochsner participated in over 1400 community events attended by over 400,000 people, directly impacting over 135,000 individuals in 2016. Ochsner also educates people about the benefits of smart food and lifestyle choices through health fairs and cooking demonstrations. Ochsner also helps people stop smoking with its Tobacco Control & Prevention Program by attending corporate wellness events and partnering with area schools to provide educational materials and support. Ochsner offers 20 cessation clinic sites that provide free smoking cessation services to patients who are eligible for the Tobacco Trust program. Ochsner's nutritionists developed and implemented Eat Fit NOLA which offers a free service to local restaurants to offer healthy menu items, either by evaluating existing recipes or assisting in the development of new ones. Over 220 restaurants have signed up to participate in the program offering over 1200 healthy menu items in 6 regions. The team developed a smartphone app for Eat Fit NOLA so that diners can find restaurants nearby that offer these items and see nutrition information. Ochsner works locally to improve the health of communities: Ochsner is an active participant with Healthy BR, Baton Rouge's mayor's initiative to improve the health of Baton Rouge residents. Ochsner is a key participant in the City of New Orleans Fit NOLA program which has developed partnerships aimed at improving the quality of life for all New Orleans residents. Ochsner and four other health care providers have formed 14 nonprofit organizations with the purpose to create a vehicle to provide services to low-income and needy patients. Ochsner contributed over $41 million to fund the organizations in 2016.
Schedule H, Part VI, Line 6 Affiliated health care systemOchsner Health System is the supporting organization to Ochsner Clinic Foundation and Ochsner Community Hospitals, all related 501(c)(3) corporations. While each of the eight hospitals within the System promote the health within the separate geographical communities that they service, many overall community health initiatives are coordinated by Ochsner Health System, which is then reimbursed by the respective entities.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Louisiana State University
433 Bolivar StNew OrleansLA70112726087770SEE PART IV$52,577General Grant Support
LOUISIANA ACADEMY OF FAMILY PHYSICIANS INC
919 TARA BLVDBATON ROUGELA70806581757802501(c)(3)$65,000CONTRIBUTION
BATON ROUGE AREA CHAMBER
564 LAUREL STBATON ROUGELA70801720126959501(c)(3)$50,000CONTRIBUTION
BATON ROUGE HEALTH DISTRICT
5246 BRITTANY DRBATON ROUGELA70808472593574501(c)(3)$50,000CONTRIBUTION
AMERICAN HEART ASSOCIATION OF LOUISIANA INC
110 VETERANS MEMORIAL BLVDMETAIRIELA70005135613797501(c)(3)$31,000CONTRIBUTION
CRISTO REY BATON ROUGE INC
4000 ST GERARD AVEBATON ROUGELA70805472311473501(c)(3)$31,000CONTRIBUTION
ARCHDIOCESE OF NEW ORLEANS
7887 WALMSLEY AVENEW ORLEANSLA70125720408966501(c)(3)$18,000CONTRIBUTION
AMERICAN CANCER SOCIETY
2200 VETERANS BLVDKENNERLA70062131788491501(c)(3)$16,000CONTRIBUTION
MANDEVILLE SOCCER CLUB
790 FLORIDAMANDEVILLELA70448721270410501(c)(3)$15,000CONTRIBUTION
ORGAN DONATION & TRANSPLANTATION ALLIANCE
8500 LEESBURGE PIKEVIENNAVA22182562605747501(c)(3)$10,000CONTRIBUTION
RONNIE KOLE FOUNDATION
PO BOX 5519SLIDELLLA70469562391119501(c)(3)$10,000CONTRIBUTION
CHILDREN'S MUSEUM OF ST TAMMANY INC
PO BOX 5351COVINGTONLA70434453788694501(c)(3)$10,000CONTRIBUTION
JUNIOR LEAGUE OF NEW ORLEANS INC
4319 CARONDELET STNEW ORLEANSLA70115726000609501(c)(3)$7,500CONTRIBUTION
VINCENT SAIA FOUNDATI
PO BOX 10746 NEW ORLEANS LA 70181NEW ORLEANSLA70112721086614501(c)(3)$7,000CONTRIBUTION
MAYORS HEALTHY CITY INITIATIVE
222 ST LOUIS STBATON ROUGELA70802272515190501(c)(3)$6,667CONTRIBUTION
NORTHSHORE COMMUNITY FOUNDATION
103 NORTHPARK BLVDCOVINGTONLA70433611517784501(c)(3)$6,000CONTRIBUTION
FieldValueIRS element (for citing)
Total501c3 Org16Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part II, Line 1(c) Louisiana State University Health Sciences CenterThe LSU Health Sciences Center is part of the Louisiana State University System, a Louisiana governmental entity.
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.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgYes (true)CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsYes (true)CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (35 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Warner L Thomas
CEO / Board Member$0$1,292,582$0$1,259,500$0$1,633,202$0$408,490$0$25,825$0$4,619,598$0$737,400
Vincent R Adolph MD
Board Member/Senior Physician$649,290$0$19,500$0$22,495$0$36,912$0$21,701$0$749,897$0$0$0
Pedro Cazabon MD
Board Member/Senior Physician$312,658$0$40,000$0$8,930$0$28,658$0$19,750$0$409,997$0$0$0
Richard Deichmann MD
Board Member/Senior Physician$257,084$0$21,000$0$21,916$0$48,800$0$16,835$0$365,635$0$0$0
Dennis Kay MD
Board Member/Senior Physician$646,318$0$25,000$0$40,229$0$51,652$0$18,534$0$781,734$0$0$0
George Loss MD PhD
Board Member/Senior Physician$857,333$0$602,316$0$198,717$0$51,815$0$21,378$0$1,731,558$0$0$0
Patrick J Quinlan MD
Board Member Ex Officio$0$902,796$0$411,840$0$68,173$0$48,800$0$25,800$0$1,457,409$0$0
Timothy L Riddell MD
Board Member/Senior Physician$280,144$0$17,000$0$11,700$0$24,800$0$15,103$0$348,746$0$0$0
Dana Smetherman MD
Board Member/Senior Physician$564,362$0$0$0$26,179$0$37,318$0$20,239$0$648,099$0$0$0
David E Taylor MD
Board Member/Senior Physician$344,495$0$22,000$0$34,963$0$53,342$0$22,586$0$477,385$0$0$0
Bobby C Brannon
EVP & Treasurer$475,381$0$245,874$0$43,848$0$30,800$0$20,110$0$816,012$0$0$0
Michael F Hulefeld
EVP & COO$0$657,552$0$339,003$0$30,629$0$171,109$0$29,001$0$1,227,294$0$0
Peter C November
Secretary Exec VP CAO$0$502,127$0$359,008$0$86,063$0$217,806$0$23,830$0$1,188,835$0$0
Scott J Posecai
EVP & CFO$0$597,092$0$411,335$0$1,144,207$0$265,067$0$13,235$0$2,430,936$0$516,360
Mark French
Former Key Employee$0$214,651$0$51,064$0$1,063$0$20,941$0$22,278$0$309,997$0$0
Beth E Walker
Former Key Employee$247,942$0$46,802$0$914$0$24,800$0$7,225$0$327,684$0$0$0
Dawn Jo Anuszkiewicz
CEO-Baptist$297,769$0$117,007$0$14,506$0$42,562$0$21,975$0$493,819$0$0$0
Joseph E Bisordi MD
Exec VP Chief Medical Officer$0$444,385$0$199,544$0$957,075$0$48,800$0$418,490$0$2,068,294$0$406,037
Steven B Deitelzweig MD
Sr Physician, Svc Line Ldr, Hospital Med$390,702$0$32,250$0$3,507$0$36,655$0$27,612$0$490,726$0$0$0
Bradley Goodson
CEO NORTHSHORE REGION$281,628$0$80,000$0$13,518$0$41,901$0$21,451$0$438,498$0$0$0
Richard D Guthrie Jr MD
Chief Quality Officer$432,066$0$90,000$0$10,393$0$54,672$0$18,853$0$605,984$0$0$0
Robert Hart MD
EVP-Chief Medical Officer$0$442,683$0$250,000$0$145,240$0$74,225$0$10,540$0$922,688$0$0
Yvens G Laborde MD
Reg Med Dir, WB Reg$324,757$0$112,002$0$20,393$0$55,849$0$24,090$0$537,092$0$0$0
E Edward Martin Jr MD
Reg Med Dir - N.S. Reg$364,172$0$125,000$0$35,972$0$39,657$0$18,187$0$582,988$0$0$0
William A McDade MD
EVP-Chief Academic Officer$209,199$0$110,074$0$7,035$0$4,368$0$15,715$0$346,391$0$0$0
J Eric McMIllen
CEO, Baton Rouge Region$295,780$0$122,428$0$10,472$0$24,800$0$17,649$0$471,129$0$0$0
William W Pinsky MD
Exec VP/Chief Academic Officer$167,725$0$125,123$0$333,767$0$54,007$0$50,149$0$730,771$0$42,114$0
Dawn Puente MD
Reg Med Dir, NO Comm Hosp$346,619$0$104,102$0$23,092$0$38,759$0$21,454$0$534,025$0$0$0
Armin Schubert MD
VPMA-OMC-Jeff Hwy$486,125$0$63,250$0$24,204$0$48,800$0$20,138$0$642,518$0$0$0
Robert Wolterman
CEO OMC-Jeff Hwy$12,038$397,608$3,494$115,409$432$14,268$729$24,071$648$21,404$17,341$572,760$0$0
Cuong Q Bui MD
Sr Physician-Vice Chair$1,215,443$0$0$0$54,224$0$31,720$0$22,841$0$1,324,228$0$0$0
Deryk G Jones MD
Sr Physician, Section Head, Sports Medicine$977,058$0$0$0$14,550$0$52,115$0$20,716$0$1,064,439$0$0$0
Terry King MD
Physician$957,022$0$0$0$37,324$0$30,800$0$9,323$0$1,034,469$0$0$0
Benjamin Peeler MD
Physician$1,101,762$0$0$0$686$0$42,000$0$9,127$0$1,153,575$0$0$0
Marcus Ware MD
Sr Physician$1,090,908$0$0$0$14,191$0$24,800$0$27,422$0$1,157,322$0$0$0

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelOchsner's travel policy allows employees to fly first-class under certain circumstances, such as when other seating is not available or for trans-oceanic flights. In addition, Ochsner hosts an annual retreat for its Board of Directors. Most of the attendees flew in a chartered aircraft, which was provided to Ochsner at no charge for the event.
Schedule J, Part I, Line 1a Travel for companionsOchsner hosts an annual retreat for its Board of Directors and Senior Management. The retreat is a relationship building event, 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 some of the spouses of officers, key employees, and board members. Travel for companions were reported as taxable compensation to the employees or Board Members.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsThe Board Members are typically reimbursed for any expenses that they incur on behalf of Ochsner, including spousal travel on company business. Occasionally, the reimbursement is taxable to the Board Members for income tax purposes, and Ochsner provides a gross-up payment in order to cover taxes related to such expenses.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planTHE 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 2016. * WARNER THOMAS, PRESIDENT AND CHIEF EXECUTIVE OFFICER; DISTRIBUTION OF $737,400 * PATRICK QUINLAN, M.D., FORMER CHIEF EXECUTIVE OFFICER; NO DISTRIBUTION * MICHAEL HULEFELD, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER; NO DISTRIBUTION * PETER NOVEMBER, SECRETARY, EXECUTIVE VICE PRESIDENT, AND CHIEF ADMINISTRATIVE OFFICER; NO DISTRIBUTION * SCOTT POSECAI, EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER; DISTRIBUTION OF $516,360 * BOBBY BRANNON, EXECUTIVE VICE PRESIDENT AND TREASURER; NO DISTRIBUTION ROBERT I HART, M.D., EXECUTIVE VICE PRESIDENT AND CHIEF MEDICAL OFFICER, PARTICIPATES IN A NON-QUALIFIED 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. THERE WAS NO DISTRIBUTION IN 2016. JOSEPH BISORDI, M.D., EXECUTIVE VICE PRESIDENT AND CHIEF MEDICAL OFFICER, PARTICIPATES IN A NON-QUALIFIED 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 TWO VESTING PERIODS, ONE ON MARCH 31, 2013, AGE 63, AND ONE FOLLOWING AGE 67 ON SEPTEMBER 18, 2016. THIS BENEFIT IS FUNDED IN A TRUST ACCOUNT WITH CAPITAL ONE BANK. THE AMOUNT DISTRIBUTED IN 2016 WAS $406,037. THE FOLLOWING INDIVIDUAL RECEIVED PAYMENTS FROM 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, THEIR TITLE IN THE HEALTH SYSTEM, AND ANY DISTRIBUTIONS MADE IN 2016. * WILLIAM A PINSKY, MD; EXECUTIVE VP, CHIEF ACADEMIC OFFICER; DISTRIBUTION: $42,114 THE FOLLOWING PEOPLE RECEIVED PAYMENTS FROM 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, THEIR TITLES IN THE HEALTH SYSTEM, AND ANY DISTRIBUTIONS MADE IN 2016. * ROBERT HART, MD; REG MED DIR, B.R. REG; DISTRIBUTION: $25,425 * PETER NOVEMBER; SECRETARY EXEC VP CAO; DISTRIBUTION: $58,986 * WILLIAM W PINSKY, MD; EXEC VP/CHIEF ACADEMIC OFFICER; DISTRIBUTION: $32,707
Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organizationThe Physician and Executive Compensation Committee of the Ochsner Clinic Foundation 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 2015 incentive plan, which was paid in 2016, 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. All bonus 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 organizationSEE 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.
Schedule J, Part I, Line 7 Non-fixed paymentsSubjective components of the incentive plans are described in description of Part I, Line 6. In addition, several non-fixed payments were made in 2016. The following were included in Schedule J Part II in Column B(ii): academic productivity compensation, bonus for graduating LEAN training, and compensation related to spousal travel and entertainment at board retreats and the associated gross-up of taxes for this event.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2007A & 2007B
A720895871546398VQ82007-09-12$453,076,5012007A: RETIRE 2002 BONDS, FACILITY IMPROVEMENTS 2007B: (SEE STATEMENT)Yes (true)falsefalse
LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2015
B7208958715463982E62015-08-20$121,536,607PARTIAL REFUNDING 2007A & 2007B BONDSfalsefalsefalse
LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2016
C7208958715463985R52016-05-12$174,368,478REFUNDING 2011 BONDSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$44,265,000$117,220,000$455,063,334$21,054,768$0$215,269,529$4,949,200$0$1,130,000$123,704,793$87,393,541$02010falseYes (true)Yes (true)Yes (true)
B$1,985,000$0$121,536,607$0$0$0$1,262,457$0$0$0$120,274,150$0falseYes (true)Yes (true)Yes (true)
C$0$0$174,368,478$0$0$178,801,188$2,094,045$0$0$0-$6,526,755$0falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalseYes (true)
BfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalseYes (true)
CfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalseYes (true)falseYes (true)falsefalsefalsefalseYes (true)
BfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)
CfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I, Column (e) ISSUE PRICE - LA PUBLIC FACILITIES AUTHORITY SERIES 2007A & 2007BForm 8038 for CUSIP # 546398VQ8 was prepared for the issuance of Revenue Bonds (Ochsner Clinic Foundation Project) Series 2007A and Revenue Bonds (Ochsner Community Hospitals Project) Series 2007B. The bonds had a total Issue Price of $453,076,501.10. $371,062,405.65 of the Issue Price was issued for the benefit of Ochsner Clinic Foundation (EIN# 72-0502505), and the remaining $82,014,095.45 was issued for the benefit of Ochsner Community Hospitals (EIN# 20-5297040).
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUEThe amount includes $1,207,745 of investment income on Series 2007A Bonds, $779,088 of investment income on Series 2007B Bonds.
Schedule K, Part II, Line 4 GROSS PROCEEDS IN RESERVE FUNDSDue to partial defeasance of the Series 2007A bonds, the gross proceeds in the refunding escrow decreased by $6,892,610, the refunding escrows decreased by $100,611,907 and the other sources and uses available at issuance totaled $27,239,996, which is not included in the gross proceeds of the issuance. Due to partial defeasance of the Series 2007B bonds, the gross proceeds in the reserve fund decreased by $1,561,504.
Schedule K, Part IV, Line 2c ISSUER: LPFA SERIES 2007A & SERIES 2007BTHE REBATE COMPUTATION WAS COMPLETED ON 7/10/2012 FOR THE PERIOD 9/12/2007 TO 5/15/2012.
Schedule K, Part I LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2007BOchsner Clinic Foundation assumed the 2007B bonds from Ochsner Community Hospitals on 12/31/2016 due to the merger of Ochsner Community Hospitals into Ochsner Clinic Foundation.
Schedule K, Part IV, Line 2c COLUMN AIssuer name: LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2007A & 2007B The calculation for computing no rebate due was performed on 07/10/2012

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
JONES WALKER LLP
INDEPENDENT CONTRACTOR$941,177MR. HINES, A DIRECTOR OF OCHSNER CLINIC FOUNDATION, IS MANAGING PARTNER OF THE JONES WALKER LAW FIRM, WHICH PERFORMS LEGAL SERVICES FOR OCHSNER.false
DURR HEAVY CONSTRUCTION
INDEPENDENT CONTRACTOR$449,120MR. STUMPF, A DIRECTOR OF OCHSNER CLINIC FOUNDATION, IS A MEMBER & DIRECTOR OF DURR HEAVY CONSTRUCTION, LLC. DURR PROVIDES CONSTRUCTION SERVICES FOR OCF.false
RENEE REYMOND MD
WIFE OF MR. HULEFELD, AN OFFICER OF OCF$112,473COMPENSATION AS A PHYSICIANfalse
RICHARD D GUTHRIE III
SON OF DR. GUTHRIE, A KEY EMPLOYEE OF OCF$59,790COMPENSATION AS A RNfalse
ALEXIS GUTHRIE
DAUGHTER-IN-LAW OF DR. GUTHRIE, A KEY EMPLOYEE OF OCF$30,300COMPENSATION AS A RNfalse
ANDREW GUTHRIE MD
SON OF DR. GUTHRIE, A KEY EMPLOYEE OF OCF$24,080COMPENSATION AS A RESIDENTfalse
ELIZABETH GUTHRIE TUCKER
DAUGHTER OF DR. GUTHRIE, A KEY EMPLOYEE OF OCF$12,433COMPENSATION AS A RNfalse

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$7,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$1,741NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$310,413NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$160NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution27ContributionCnt
Noncash Contributions Rpt F990$58,447NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Miscellaneous38$34,574Market value
Yes (X)Miscellaneous13$2,709Cost
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributionsFormAndLineReferenceDesc
ExplanationIf the organization receives a noncash contribution greater than $5,000, the donor or the organization will hire a third party to complete an appraisal.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (25 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 15,505,909 including grants of $)(Revenue $ 6,295,144) Research: Medical Research: Currently, Ochsner Clinic Foundation operates six research laboratories within the Institute for Translational Research focusing on multiple medical diseases and problems including cancer, diabetes, transplant rejection, rheumatological diseases, neurological disorders and infectious diseases. In addition, Ochsner currently offers to its patients over 600 active clinical trials in 50 clinical areas. Approximately 5,500 patients participate in clinical research annually. The Ochsner Institutional Review Board provides oversight for all clinical trials to ensure the safety of the human subjects participating in research. Ochsner established the Center for Applied Health Services Research (CAHSR) in 2014, the mission of which is to advance knowledge, improve clinical practice, and improve the health and well-being of the community. The CAHSR collaborates with Ochsner leaders to identify high priority issues and design key initiatives that would benefit from research expertise and program evaluation including new benefits, system redesign, patient safety and clinical care. The center also identifies and influences capacity to conduct health care demonstrations and pragmatic practice-based interventions that are high priority for operational leaders and have high scientific merit. CAHSR services include an Information Analytics Unit that helps researchers extract data from Ochsner's System data repositories, a Biostatistic Unit that helps researchers with project development and data analysis, and a Patient Research Advisory Board which facilitates patient engagement in both industry-sponsored and investigator-initiated studies. The CAHSR is a major collaborator on several grants funded by the Patient-Centered Outcomes Research Institute and the National Institutes of Health. The Clinical Trial Unit (CTU), located at Ochsner Baptist Medical Center, was established in 2012 to provide the ability to carry out a variety of clinical trials, including complex trials requiring close monitoring, high-volume trials, and more. Since inception, over 500 patients have participated in research studies at the CTU. The Biobank Unit, located at Ochsner Medical Center, was established in 2011 to develop a robust inventory of human biospecimens and biofluids for utilization in research projects. Since inception, over 2,000 patients have donated their biospecimens and biofluids. This has resulted in development of a comprehensive ExpressBank with an inventory of over 28,000 aliquots of biospecimens and biofluids. To provide more biospecimen donation opportunities to our patients (especially females), a new Satellite BioBank Unit has been established at Ochsner Baptist Medical Center in 2016.
Form 990, Part III, Line 4d Description of other program services(Expenses $ 2,449,156 including grants of $)(Revenue $ 3,327,191) Rent-Physical plant: Ochsner Clinic Foundation rents its physical plant to related 501(c)(3) organizations. The majority of the rental is to Brent House Corporation, a wholly-owned subsidiary and exempt 501(c)(3) organization. Brent House fully reimburses Ochsner for expenses related to the Hotel.
Form 990, Part III, Line 4d Description of other program services(Expenses $ 1,382,445 including grants of $)(Revenue $ 21,596) Ochsner maintains a free parking garage for employees and patients. Revenue is attributable to the optional valet parking service, which is offered for the convenience of Ochsner's patients.
Form 990, Part III, Line 4d Description of other program services(Expenses $ including grants of $)(Revenue $ 359,275) Program Related Investments: Equity Income from Joint Venture providing patient care.
Form 990, Part V, Line 1c Backup Withholding for Reportable Gambling WinningsAn inadvertent omission was discovered with regards to the filing of Form W-2G and withholding payment associated with a single raffle prize awarded to an individual in 2016. The Organization is currently working to correct the omission.
Form 990, Part VI, Line 16b JOINT VENTURE PROCESSWhen the organization evaluates its participation in a joint venture, the transactions are handled carefully to ensure that the organization's tax-exempt status is intact with regard to the arrangement. The operations of the joint venture are carefully reviewed by management and legal counsel, and the transaction is not entered into unless it is a reflection of the organization's tax-exempt purpose. A clause is inserted into the joint venture agreement that the operations of the joint venture must be performed in a manner that will not jeopardize the organization's tax-exempt status.
Form 990, Part VI, Line 12a WHISTLEBLOWER POLICYOchsner Clinic Foundation, as part of Ochsner Health System, is required to follow all policies and procedures adopted by Ochsner Health System including the written Conflict of Interest Policy and the written Whistleblower Protecttion Policy. All affiliates are subject to the same System-Wide requirements.
Form 990, Part VI, Line 1a Material differences in voting rightsThe Articles of Incorporation provide that no action of the Board may be resolved unless a majority of 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 Clinic Foundation's activities.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsDR. QUINLAN AND MR. SUQUET - Business relationship, MR. HINES AND MR. LECORGNE - Business relationship
Form 990, Part VI, Line 6 Classes of members or stockholdersOchsner Clinic Foundation is a wholly-owned subsidiary of Ochsner Health System, EIN 20-5295918, a related 501(c)(3) organization. Ochsner Health System is the sole member of Ochsner Clinic Foundation. Ochsner Clinic Foundation has no capital stock and only one class of membership.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyThe Community Directors shall be nominated exclusively by the nominating committee of the board of directors of the Member, Ochsner Health System, EIN 20-5296918. The nominating committee shall also nominate two of the eight Senior Physician directors of the Board. The Senior Physician class has the right to nominate and elect six of the eight physician directors of the Board.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersThe 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 11b Review of form 990 by governing bodyOne or more members of senior management review the return. The return is also reviewed by Ernst & Young US, LLP, the company's tax advisors. The Audit and Oversight Committee, 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 return with management/staff. The meeting to review the 2016 return was held on October 30, 2017. 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 policyOfficers, directors, trustees, and key employees of Ochsner Health System and its subsidiaries are required to complete an annual conflict of interest disclosure form and when a change in business circumstances occurs. 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. Ochsner Health System requires annual certification that the relationships disclosed during a preceding calendar year are complete and accurate and to obtain information on any new relationships. The Conflict of Interest Steering Committee will make mitigation recommendations including, but not limited to, divestiture and termination of employment.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialAll 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 Ochsner Clinic Foundation 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.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesCompensation for other non-physician key employees is reviewed by senior executives who take market value research into consideration when determining compensation levels. 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.
Form 990, Part VI, Line 19 Required documents available to the publicFinancial statements for Ochsner Clinic Foundation are made available to the public quarterly via www.dacbond.com. All governing documents, conflict of interest policy, and financial statements are available upon written request to the Audit Services Department.
Form 990, Part VII, Section A, Line 1a, Column (B) ADDITIONAL COMPENSATION EXPLANATION - DIRECTORSDIRECTORS - AVERAGE HOURS PER WEEK DEVOTED TO POSITION The amount of time shown for those Directors listed as "Board Member Sr Phys" 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 a Senior Physician 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 and/or Ochsner Community Hospitals. As a Senior Physician Director of an integrated health system, these individuals devote time to board activities of all 501(c)(3) members of the system to varying degrees including Ochsner Health System, Ochsner Clinic Foundation and Ochsner Community Hospitals. Those directors listed as "Board Member Sr Phys" on the Form 990 for Ochsner Clinic Foundation (EIN 72-0502505) are compensated entirely due to their role as a Senior Physician of a member of the integrated health system. The amount of time shown for those Directors listed as "Community Directors" for "average hours per week devoted to position" includes time spent on boards, on committees and through fulfilling other responsibilities as a member of the Board of varied Ochsner organizations. As a Community Director of an integrated health system, each Community Director devotes time to all 501(c)(3) members of the system to varying degrees including Ochsner Health System, Ochsner Clinic Foundation and Ochsner Community Hospitals.
Form 990, Part VII, Section A, Line 1a ADDITIONAL COMPENSATION EXPLANATION - OFFICERSCOMPENSATION OF OFFICERS AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION Compensation and average hours worked for Bobby Brannon, EVP, & Treasurer, include all compensation related to the Ochsner Health System, which includes Ochsner Health System (OHS, EIN 20-5296918), Ochsner Clinic Foundation (OCF, EIN 72-0502505) and Ochsner Community Hospitals (OCH, EIN 20-5297040), all related 501(c)(3) organizations. Other members of the Ochsner network are charged a portion of these amounts. The amount of time shown for each of the remaining officers as "average hours per week devoted to position" on this form of the organization that pays the officers directly consists primarily of 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 integrated health system is shown as a nominal amount on the forms of the related organizations, but in reality the time is more evenly distributed across all entities.
Form 990, Part VII, Section A, Line 1a ADDITIONAL COMPENSATION EXPLANATION - KEY EMPLOYEESKEY EMPLOYEE COMPENSATION FROM INTEGRATED HEALTH SYSTEM Dr. Joseph Bisordi, Dr. Robert Hart, and Mr. Robert Wolterman are employed and compensated by Ochsner Health System, EIN 20-5296918, 501(c)(3), a related organization. In their duties as leaders of the integrated health system, they all spend a substantial amount of their time on duties pertaining to Ochsner Clinic Foundation, and in all other respects meet the requirements of Key Employees of Ochsner Clinic Foundation. The amount of time shown for each key employee as "average hours per week devoted to position" on this form of the organization that pays the key employees directly consists primarily of role as a key employee of the integrated health system. Additional time spent on boards, committees and through fulfilling other responsibilities as a key employee of the Ochsner organizations is shown as a nominal amount on the forms of the related organizations, but in reality the time is more evenly distributed across all entities.
Form 990, Part VII, Section A, Line 1a Additional Compensation Explanation - DirectorsCOMMUNITY 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 FOR 2016 CONSISTS OF OCHSNER'S PAYMENTS (EITHER DIRECTLY OR AS REIMBURSEMENT) OF EXPENSES INCURRED FOR MEETING OR TRAVEL EXPENSES FOR THE SPOUSES OF THE BOARD MEMBERS. THOSE DIRECTORS LISTED AS "BOARD MEMBER SR PHYS" ON THE FORM 990 FOR OCHSNER CLINIC FOUNDATION (EIN 72-0502505) ARE COMPENSATED ENTIRELY DUE TO THEIR ROLE AS A SENIOR PHYSICIAN OF A MEMBER OF THE INTEGRATED HEALTH SYSTEM.
Form 990, Part VIII, Line 2f Other Program Service RevenueEQUITY INCOME FROM HOSPITAL JOINT VENTURE - Total Revenue: 359276, Related or Exempt Function Revenue: -40697, Unrelated Business Revenue: 399973, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesGrants/Contributions/Fundraising included in Restricted Net Assets - -27570303; Net Assets released for Operations - 894819; Unrestricted Impairments Recovery - 4076705; Pension-related changes other than net periodic pension costs - -26449127; Other Change in Net Assets related to EIN # 46-4381058 - 752010; Other Change in Net Assets related to EIN # 47-1267935 - -836708; Other Change in Net Assets related to EIN # 47-2642764 - -1932025; Loss on early extinguishment of debt - -39110048; Restricted net assets released from restrictions - -6959000; Investment Changes included in Restricted Net Assets - -4248060; Other Changes in Net Assets or Fund Balances - 1562325; Restricted Contirbutions - 27962000; Net Assets merged from Ochsner Community Hospitals 12/31/2016 - -3662230;
Form 990, Part XII, Line 2c OVERSIGHT AND SELECTION PROCESSThe 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.
Form 990, Box C Doing Business AsAlton Ochsner Medical Foundation Eat Fit NOLA Ochsner Ochsner Baptist - A Campus of Ochsner Medical Center Ochsner Center for Primary Care and Wellness Ochsner Fitness Center Ochsner Health Center Ochsner Hospital for Children Ochsner Medical Center Ochsner Medical Center - Baton Rouge Ochsner Medical Center - North Shore Ochsner Medical Center - West Bank Campus Ochsner Outpatient Surgery Suite Ochsner St. Anne Hospital Ochsner Therapy & Wellness

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (25 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtAddress Line2USAddress/AddressLine2Txt
1201 Dickory LLC
1514 Jefferson HighwayNew OrleansLA70121720502505Real Estate Title-Holding CompanyLA$0$0Ochsner Clinic Foundation
Chabert Operational Management Company LLC
1514 Jefferson HighwayNew OrleansLA70121462840691Performs Hospital Management ServicesLA$28,115,664$18,254,870Ochsner Clinic Foundation
East Baton Rouge Medical Center LLC
17000 Medical Center DrBaton RougeLA70816201729674Patient CareDE$221,504,759$63,371,320Ochsner Clinic Foundation
Foundation Assets LLC
1514 Jefferson HighwayNew OrleansLA70121770589660Holding of donated interest in fractional share of ground lease-New OrleansLA$321,287$855,104Ochsner Clinic Foundation
iO LLC
1514 Jefferson HighwayNew OrleansLA70121720502505Foster and support patient centered innovative health care solutionsLA$5,875$218,320Ochsner Clinic Foundation
Ochsner Accountable Care Network
1514 Jefferson HighwayNew OrleansLA70121455446191Accountable Care OrganizationLA$0$0Ochsner Clinic Foundation
Ochsner Bayou LLC
4608 Highway 1RacelandLA70394204670876Operation of Ochsner St. Anne General HospitalLA$43,083,314$22,307,104Ochsner Clinic Foundation
Ochsner Baptist Medical Center LLC
1514 Jefferson HwyNew OrleansLA70121205432631inactive holding companyLA$0$0Ochsner Clinic Foundation
Ochsner Center for Molecular Imaging LLC
1514 Jefferson HighwayNew OrleansLA70121471743566produce imaging agents for clinical and research applicationsLA$0$2,834,979Ochsner Clinic Foundation
Ochsner Clinic LLC
1514 Jefferson HighwayNew OrleansLA70121720276883Physician ServicesLA$727,428,693-$46,540,159Ochsner Clinic Foundation
Ochsner Health Network LLC
1514 Jefferson HighwayNew OrleansLA70121472540787Operates a Network of healthcare organizationsLA$5,358,537$5,532,974Ochsner Clinic Foundation
Ochsner Health Partners Hospital LLC
2941 Lake Vista DriveLewisvilleTX75067364827436LeaseholdDE$0$0Ochsner Health Partners LLC
Ochsner Home Medical Equipment LLC
1514 Jefferson HighwayNew OrleansLA70121720502505Sales of Durable Medical Equipment to PatientsLA$8,547,334$6,734,106Ochsner Clinic Foundation
Ochsner Medical Center-Kenner LLC
1514 Jefferson HwyNew OrleansLA70121205432782Operation of Ochsner Medical Center-KennerLA$0$31,010,092Ochsner Clinic Foundation
Ochsner Medical Center - Northshore LLC
1514 Jefferson HighwayNew OrleansLA70121271770321Patient CareLA$99,093,456$33,029,176Ochsner Clinic Foundation
Ochsner Medical Center Westbank LLC
1514 Jefferson HighwayNew OrleansLA70121205432716Patient CareLA$0$0Ochsner Clinic Foundation
Ochsner Mississippi LLC
1514 Jefferson HighwayNew OrleansLA70121753009725Patient CareLA$0$0Ochsner Clinic Foundation
Ochsner Pharmacy and Wellness LLC
1514 Jefferson HighwayNew OrleansLA70121465235153Sale and distribution of health care productsLA$30,671,908$21,320,241Ochsner Clinic Foundation
Ochsner Physician Partners LLC
1514 Jefferson HighwayNew OrleansLA70121454962130Operates a Clinically Integrated Network of Physicians and HospitalsLA$3,700,752$579,164Ochsner Clinic Foundation
Ochsner Urgent Care LLC
1514 Jefferson HighwayNew OrleansLA70121720502505Holding of Gulf Coast Outpatient CentersLA$0$0Ochsner Clinic Foundation
Ochsner Urgent Care 1 LLC
1514 Jefferson HighwayNew OrleansLA70121815088821Holding companyLA$0$0Ochsner Clinic LLC
OMC-Kenner Holdings LLC
c/o Ochsner Community HospitalsNew OrleansLA7012120543278225% JV in Louisiana Extended Care Hospital of Kenner, LLCLA$0$82,264Ochsner Medical Center-Kenner LLC1514 Jefferson Hwy
Southern Strategic Sourcing Partners LLC
1514 Jefferson HighwayNew OrleansLA70121472552418Reduce supply costs for membersLA$2,900,000$1,857,476Ochsner Clinic Foundation
Sculpting Center of New Orleans LLC
4500 CLEARVIEW PKWYMETAIRIELA70006463469427Patient CareLA$265,158$320,509Ochsner Clinic Foundation
St Charles Operational Management Company
1514 Jefferson HighwayNew OrleansLA70121471714076Performs Hospital Management ServicesLA$7,325,467$8,679,333Ochsner Clinic Foundation

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Ochsner Health System
1514 Jefferson HighwayNew OrleansLA70121205296918Health Care supportLA501(c)(3)Type IINAfalse
Ochsner Community Hospitals
1514 Jefferson HighwayNew OrleansLA70121205297040Patient CareLA501(c)(3)3Ochsner Health SystemYes (true)
Ochsner System Protection Company
1514 Jefferson HighwayNew OrleansLA70121271170999Captive InsuranceLA501(c)(3)Type IOchsner Clinic FoundationYes (true)
Brent House Corporation
1512 Jefferson HighwayNew OrleansLA70121720872457Rents hotel rooms to patients/guests of Ochsner facilities.LA501(c)(3)Type IOchsner Clinic FoundationYes (true)
OMCNS Medical Facilities Inc
1514 Jefferson HighwayNew OrleansLA70121472642764Real Estate Title Holding CompanyLA501(c)(2)Ochsner Clinic FoundationYes (true)
EBR Medical Facilities Inc
1514 Jefferson HighwayNew OrleansLA70121471267935Real Estate Title Holding CompanyDE501(c)(2)Ochsner Clinic FoundationYes (true)
OCF Medical Facilities Inc
1514 Jefferson HighwayNew OrleansLA70121464381058Real Estate Title Holding CompanyDE501(c)(2)Ochsner Clinic FoundationYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Ochsner Health Partners LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12941 Lake Vista DriveAddressLine1Txt
CityLewisvilleCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75067ZIPCd
FieldValueIRS element (for citing)
EIN811116852EIN
Primary ActivitiesHealthcarePrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Ochsner Clinic FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeRelatedPredominantIncomeTypeTxt
Share Of Total Income$0ShareOfTotalIncomeAmt
Share Of EOY Assets$0ShareOfEOYAssetsAmt
Disproportionate AllocationsfalseDisproportionateAllocationsInd
UBI Code V$0UBICodeVAmt
General Or Managing PartnerfalseGeneralOrManagingPartnerInd
Ownership0.505OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
Satyr Clinical Services Inc
1514 Jefferson HwyNew OrleansLA70121464147298Medical Services-Indigent CareLAOchsner Clinic FoundationC Corporation$6,574,544$418,6801Yes (true)
Community Medical Group-St Charles Inc
320 Somerulos StBaton RougeLA708026129463447107Clinical ServicesLASatyr Clinical Services IncC Corporation$210,995$01Yes (true)
Deuteron Realty
1514 Jefferson HighwayNew OrleansLA70121721079347Nominee Real Estate CorporationLAOchsner Clinic FoundationC Corporation$0$1,0001Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (11 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Brent House Corporation
A$2,047,230Intercompany Billings - Mkt Value
Satyr Clinical Services Inc
B$5,423,404Cash transferred
Ochsner Community Hospitals
D$52,392,644Loan Balance
Brent House Corporation
K$1,134,468Intercompany Billings - Mkt Value
EBR Medical Facilities Inc
K$6,389,402Intercompany Billings - Mkt Value
OCF Medical Facilities Inc
K$6,205,816Intercompany Billings - Mkt Value
Ochsner Community Hospitals
K$12,316,743Intercompany Billings - Mkt Value
OMCNS Medical Facilities Inc
K$609,501Intercompany Billings - Mkt Value
Brent House Corporation
M$476,260Intercompany Billings - Mkt Value
Ochsner Community Hospitals
M$10,395,259Intercompany Billings - Mkt Value
Ochsner Community Hospitals
Q$8,969,286Intercompany Billings - Mkt Value

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part IV Related Organizations Taxable as a Corporation or TrustFormAndLineReferenceDesc
ExplanationSatyr 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.ExplanationTxt

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