2017-11-09T16:06:19-06:00 2016-12-31 346565596 ERNST & YOUNG US LLP 425 HOUSTON STREET SUITE 600 FORT WORTH TX 761027427 990 2016-01-01 205297040 Ochsner Community Hospitals OCHS 5048423400 1514 Jefferson Highway New Orleans LA 70121 Bobby C Brannon Vice President & Treasurer 2017-10-23 true MELVA SCOTT P01207335 8173351900 2016 2018-03-14 21:41:22Z X Warner L Thomas 1514 Jefferson Highway New Orleans LA 70121 672373307 false X www.ochsner.org X 2006 LA Provides Patient Care via ownership and operation of a hospital in the New Orleans, LA area. X 14 8 0 81 116192 108424 72261 85154 623645487 662477814 255927 6947989 2194331 679829 626168006 670190786 0 0 56730392 61959884 0 0 535642954 578334157 592373346 640294041 33794660 29896745 142381406 0 175932156 0 -33550750 0 X We Serve, Heal, Lead, Educate and Innovate. Ochsner will be a global medical and academic leader who will save and change lives. We will shape the future of healthcare through our integrated health system, fueled by the passion and strength of our diversified team of physicians and employees. false true 624738420 648585572 Patient Care: Ochsner Community Hospitals operated a hospital that served 14,805 inpatients for a total of 56,156 patient days. Outpatient visits totaled 68,267. There were a total of 999 births and 52,913 Emergency Room visits to the Ochsner Community Hospital location. 2094296 13776050 Rental from Physical Plant: Ochsner Community Hospitals rents its physical plant to Ochsner Clinic Foundation and Ochsner Health System, related 501(c)(3) organizations. 37689 116192 Equity income from Joint Ventures: Ochsner Community Hospitals owns a 25% share of Louisiana Extended Care Hospital of Kenner, a company that provides long term acute care services and records its share of the equity in the joint venture. 626870405 true true false true false false false false false false false false false false false true false true false false false false false false false false true true false false true false false false false false false false false false false true false true true true true false false true 123 0 true 0 true true false false false false false false false false false X 14 8 true false false false true true true true true false true true true true true true true false true true true false X Bobby C Brannon 5048423400 1514 Jefferson Highway New Orleans LA 70121 Suzanne T Mestayer Board Chairman 1.0 4.0 X X 0 2886 0 Warner L Thomas CEO / Board Member 1.0 49.0 X X 0 4185284 434315 Vincent R Adolph MD Board Member/Senior Physician 1.0 49.0 X 0 691285 58612 Thomas Duncan Davis Community Director 1.0 4.0 X 0 1648 0 William H Hines Community Director 1.0 4.0 X 0 1548 0 R Parker LeCorgne Community Director 1.0 4.0 X 0 35 0 George Loss MD PhD Board Member/Senior Physician 1.0 49.0 X 0 1658365 73193 James E Maurin Past Chair 1.0 4.0 X 0 563 0 Jefferson G Parker Community Director 1.0 4.0 X 0 4629 0 Robert J Patrick Community Director 1.0 4.0 X 0 186 0 Dana Smetherman MD Board Member/Senior Physician 1.0 49.0 X 0 590542 57557 Stephen F Stumpf Community Director 1.0 4.0 X 0 1378 0 Jose S Suquet Community Director 1.0 4.0 X 0 1783 0 Andrew B Wisdom Community Director 1.0 4.0 X 0 909 0 Bobby C Brannon VP & Treasurer 1.0 49.0 X 0 765103 50910 Michael F Hulefeld EVP & COO 1.0 49.0 X 0 1027184 200110 Peter C November Secretary Exec VP CAO 1.0 49.0 X 0 947199 241636 Scott J Posecai EVP & CFO 1.0 49.0 X 0 2152634 278302 Aderonke Akingbola MD VPMA-OMC-Kenner 25.0 25.0 X 0 465962 39071 Joseph E Bisordi MD Exec VP Chief Medical Officer 1.0 49.0 X 0 1601004 467290 Mark Eckert VP Finance/CFO OMCK 50.0 0.0 X 0 247224 49841 Richard D Guthrie Jr MD Chief Quality Officer 1.0 49.0 X 0 532460 73525 Robert Hart MD EVP-Chief Medical Officer 1.0 49.0 X 0 837923 84765 Sylvia D Hartmann VP Nursing - OMCK 50.0 0.0 X 0 202573 40686 Julie Henry COO-OMC Kenner 50.0 0.0 X 0 187058 38937 Dawn Puente MD RMD, NO Comm Hosp 25.0 25.0 X 0 473813 60213 Stephen Robinson Jr CEO OMC-Kenner 50.0 0.0 X 0 345553 47230 Ray Burlet Former Highly Compensated Employee 0.0 0 X 0 126992 33416 Kenneth Lataxes Former Highly Compensated Employee 0.0 0.0 X 0 135121 48729 Barries Leung Former Highly Compensated Employee 50.0 0.0 X 0 139948 27140 Donna Martin Former Highly Compensated Employee 0.0 50.0 X 0 207694 35562 Lorena Villalobos Former Highly Compensated Employee 50.0 50.0 X 0 129161 24088 Bradley Goodson Former Key Employee 0.0 50.0 X 0 375146 63352 G Jody Morris MD Former Key Employee 0.0 0.0 X 0 570432 63412 Eddy Ramirez Former Key Employee 0.0 50.0 X 0 229104 40834 James Tebbe MD Former Key Employee 0.0 50.0 X 0 244738 47566 Robert Wolterman Former Key Employee 0.0 50.0 X 0 543250 46852 Patrick J Quinlan MD Former Officer 0.0 50.0 X 0 1382809 74600 0 21011122 2801745 0 true true false LOUISIANA STATE UNIVERSITY 433 Bolivar St New Orleans LA 70112 Purchased Physician Services 5161817 WOODWARD DESIGN BUILD LLC 1000 S JEFFERSON DAVIS PKWY NEW ORLEANS LA 70125 Construction 3821401 CLEMENT BUILDING CO LLC 3621 RIDGELAKE DR SUITE 203 METAIRIE LA 70002 Construction 2094835 SCOTT MOULEDOUS CONSTRUCTION 1600 JUSTIN RD METAIRIE LA 70001 Construction 1806988 SUPERIOR NO LLC 113 LINDA COURT GRETNA LA 70053 Construction & Repairs 1344448 16 85154 85154 Patient Service Revenue 622110 648585572 648552346 33226 Rent-Related Exempt Organization 531120 13776050 13776050 Equity Income from Joint Venture 622310 116192 116192 0 0 0 0 662477814 4964 4964 2774125 2094296 679829 0 679829 679829 7031250 88225 0 6943025 6943025 6943025 0 0 0 0 0 670190786 648552346 116192 21437094 0 0 0 0 52839471 48891046 3948425 1378350 1369706 8644 4570965 4139217 431748 3171098 2968633 202465 3878489 3871459 7030 4071 3960 111 48 48 39754 39754 10606639 9892330 714309 0 150331 122996 27335 7975060 7707485 267575 62852 61399 1453 9938600 9340860 597740 122752 106175 16577 62468 35434 27034 3390182 6 3390176 12087804 8534526 3553278 733917 733917 Discounts & Allowances 480924075 480924075 Medical Supplies, Organs & Drugs 28943641 28929121 14520 Bad Debt Expense 7833566 7833566 PROVISION FOR INCOME TAXES 46171 46171 11533737 11358275 175462 0 640294041 626870405 13423636 0 48714 8821824 6543 14479084 0 0 0 2601112 1489694 0 0 111752586 0 0 379682 2802167 0 142381406 0 13084924 615355 52571935 334105 109325837 0 175932156 0 X -33884418 0 333668 0 -33550750 0 142381406 0 X 29896745 3654005 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 39754 39754 626790173 626829927 1000000 0 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 53738 39812 47366 39754 180670 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 Construction Retention Self-Insured Liability Reserve for Recoupments Lease Liability DUE TO RELATED PARTIES 0 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The text of the footnote to the consolidated financial statements that reports the liability for uncertain tax positions is as follows: "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." true true X true X false true true false true false 4986966 0 4986966 0.6366 0 0.0 0 0.0 0 0 4986966 0 4986966 0.6366 48785 0 48785 0.0062 0 0.0 0 0.0 0 0.0 5452 0 5452 0.0007 0 0 54237 0 54237 0.0069 0 0 5041203 0 5041203 0.6435 0 0.0 0 0.0 84 0 84 0.0000 0 0.0 0 0.0 0 0.0 0 0.0 7802 0 7802 0.0010 0 0.0 0 0 7886 0 7886 0.0010 false 1614101 0 27978320 26681180 1297140 X true true 1 1 Ochsner Medical Center - Kenner LLC 180 West Esplanade Avenue Kenner LA 70065 https://www.ochsner.org/locations/ochsner-medical-center-kenner/ 605 X X X X Ochsner Medical Center - Kenner LLC 1 false false true X X X X X X X X 15 true true false true X www.ochsner.org/assessment X true 15 false true false true X 200.0 0.0 X X true true X X X true X https://www.ochsner.org/patients-visitors/billing-and-financial-services/financial-assistance/ X https://www.ochsner.org/patients-visitors/billing-and-financial-services/financial-assistance/ X https://www.ochsner.org/patients-visitors/billing-and-financial-services/financial-assistance/ X X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - Ochsner Medical Center-Kenner, LLC. 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. Surveys were taken May 2015 - 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 on August 5, 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 Ochsner Medical Center - Kenner 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 , 1 Facility , 1 - Ochsner Medical Center-Kenner, LLC. The CHNA was conducted with a number of other hospital facilities. * Ochsner Medical Center * Ochsner Baptist Medical Center * Ochsner Medical Center Northshore * Ochsner St. Anne General Hospital * Ochsner Medical Center Westbank * Ochsner Medical Center Baton Rouge * 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 , 1 Facility , 1 - Ochsner Medical Center-Kenner, LLC. 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 (Kenner, Driftwood, Luling, LaPlace, Destrehan, St. James) * Increased available healthcare providers by providing clinical training opportunities to students from Loyola, Our Lady of Holy Cross and Delgado. * Engaged and prepared K-12 students in STEM and health career exploration through Field Trips, Girl Scout programs and Job Shadows. * Provided access to healthcare through School based health centers at Bonnabel HS - 2824 visits * Provided services to support non English speaking individuals to access health services (ACA exchange education, prenatal classes) * 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 Medicaid application process and payment plans. Kenner is an approved Medicaid application center, 1811 approved applications and 1007 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 Kenner to centralized monitoring services * Improved evaluation and treatment of patients with signs/symptoms of a stroke through Tele-stroke program with 31 sites including Kenner. 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 Kenner. 900 families enrolled system wide. Need: Resource Awareness and Health Literacy * Provided education on chronic health conditions through community education, screenings and nurse consultations (Kenner Council on Aging, Entergy Safety kick off, Kenner Hispanic Summer Festival, Lunch Bunches for Diabetes, Atonement Lutheran Church) * Increased educational resources and classes offered in Spanish - Free prenatal, breastfeeding and My Ochsner classes available in Spanish; interviews provided by Kenner staff on local Hispanic TV channel and on You Tube * Educated K-12 students on how to access and prepare healthy food options through a targeted after school hands-on curriculum developed by Ochsner at Kenner Discovery Academy * 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 community wellness by building vegetable garden to grow and harvest fresh vegetables to assist families in need in partnership with Vineyard Church. Over 100 families visit the Food Pantry at the church to receive free food. * 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 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, 1121 attended 41 in person sessions system wide and 21 sessions were broadcast live on WLAE. * Offered free cost smoking cessation clinics for adults at 4 sites in Kenner 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 Need: Addressing Behavioral Health Issues Including Substance Abuse * 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 needs were addressed. Schedule H, Part V, Section B, Line 16 Facility , 1 Facility , 1 - Ochsner Medical Center-Kenner, LLC. The policy is included in patient billing statements. 5 Ochsner Health Center - River Parishes 502 Rue de Sant LaPlace LA 70068 Health Center Ochsner Medical Complex - River Parishes 500 Rue de Sante LaPlace LA 70068 Health Center Schedule H, Part VI, Line 7 State filing of community benefit report The organization does not file a community benefit report with any state. Schedule H, Part I, Line 3c Eligibility criteria for free or discounted care A Payment Advisor Score (PAS) is taken into consideration during the presumptive financial assistance process; however if a patient requests financial assistance, the PAS is not considered. The PAS is provided by a third party tool. Schedule H, Part I, Line 6a Community benefit report prepared by related organization The community benefit report prepared by Ochsner Health System is representative of the entire health system, including Ochsner Community Hospitals. The amounts reported in Schedule H are those amounts that are either directly incurred by Ochsner Community Hospitals or those that have been allocated to Ochsner Community Hospitals as a reimbursement to another organization. The report is available upon request. Related organizations are Ochsner Health System (Fed. EIN 20-5296918) and Ochsner Community Hospitals (Fed. EIN 20-5297040). Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance OCH 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 foregone for services and supplies furnished under the charity care policy are maintained to identify and monitor the level of charity care provided. Because OCH does not pursue collection of amounts determined to qualify as charity care, they are not reported as revenue. OCH 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 foregone charges associated with providing care to charity patients. OCH's gross charity care charges include only services provided to patients who are unable to pay and qualify under OCH's charity care policies. The ratio of cost to charges is calculated based on OCH's total expenses divided by gross patient revenue. Schedule H, Part II Community Building Activities Ochsner 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. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount Bad 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. OCH 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 OCH's uninsured and underinsured patients will be incapable or reluctant to pay for the services provided. Therefore, OCH 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 Methodology Bad debt expense is not considered community benefit. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote The footnote in the organization's financial statement that describes bad debt expense is described in the section entitled "Managed Care", beginning on page 29 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 costs Medicare shortfall is not considered community benefit. Total revenue from Medicare and Medicare Allowable Costs were aggregated from the fiscal year cost report filed with Centers for Medicare and Medicaid Services. 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 report used for this schedule was the cost report for Fiscal Year 2016. The cost report for Ochsner Medical Center - Kenner (Provider No. 19-0274) covers the period 5/1/2015 - 4/30/2016. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance Upon granting approval for 100% assistance, all collection efforts for that account will cease, the account will not be turned over to a collection agency, and Ochsner will not impose extraordinary collection efforts such as wage garnishments or liens. Schedule H, Part V, Section B, Line 16a FAP website - Ochsner Medical Center - Kenner, LLC: 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 website - Ochsner Medical Center - Kenner, LLC: 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 website - Ochsner Medical Center - Kenner, LLC: Line 16c URL: https://www.ochsner.org/patients-visitors/billing-and-financial-services/financial-assistance/; Schedule H, Part VI, Line 2 Needs assessment Ochsner Health System is Louisiana's largest non-profit, academic, healthcare system. Ochsner 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 assistance All uninsured patients are screened for Medicaid. This process takes place at the time of service, inpatient admissions, and if the patient is not screened at the time, the patient is contacted at home to determine eligibility. If the patients do not qualify for Medicaid, then they will be evaluated under the financial assistance policy. Internal customer service departments and external partners including collection agencies provide patients with financial assistance applications if patients express concerns about the inability to pay outstanding balances. Ochsner also offers zero interest payment plan options with payment terms ranging from six to 60 months. Schedule H, Part VI, Line 4 Community information Ochsner Community Hospitals operates a 110 bed multi-specialty hospital. Ochsner Medical Center-Kenner is an acute care community hospital located in Kenner, Louisiana approximately 12 miles from New Orleans. Ochsner Medical Center-Kenner encompasses most all of the services that a patient may need, including 24-hour Level II emergency care. They serve the Kenner and River Parishes area with patients that vary in age, gender, and race. The 2016 population of the Kenner and surrounding River Parishes area was approximately 243,000 and about 28.8% of the population receives Medicaid or is uninsured. Approximately 32,000 or 13.2% receive Medicaid and about 39,000 or 15.8% are uninsured. Schedule H, Part VI, Line 5 Promotion of community health Having 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 Articles of Incorporation and the by-laws of Ochsner Community Hospitals call for a majority of the board members to be independent community leaders. 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 the member, Ochsner Health System (a related 501(c)(3) and Section 501(a)(3), Type I Supporting organization), in accordance with Ochsner Community Hospitals Articles of Incorporation. 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 dietitians 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 sides 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 you 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. Schedule H, Part VI, Line 6 Affiliated health care system Ochsner Health System is the supporting organization to Ochsner Clinic Foundation and Ochsner Community Hospitals. 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, and the expenditures are then reimbursed by the respective entities. X X X X X false true false false false false false false false Patrick J Quinlan MD Former Officer 0 902796 0 411840 0 68173 0 48800 0 25800 0 1457409 0 0 Warner L Thomas CEO / Board Member 0 1292582 0 1259500 0 1633202 0 408490 0 25825 0 4619598 0 737400 Vincent R Adolph MD Board Member/Senior Physician 0 649290 0 19500 0 22495 0 36912 0 21701 0 749897 0 0 George Loss MD PhD Board Member/Senior Physician 0 857333 0 602316 0 198717 0 51815 0 21378 0 1731558 0 0 Dana Smetherman MD Board Member/Senior Physician 0 564362 0 0 0 26179 0 37318 0 20239 0 648099 0 0 Bobby C Brannon VP & Treasurer 0 475381 0 245874 0 43848 0 30800 0 20110 0 816012 0 0 Michael F Hulefeld EVP & COO 0 657552 0 339003 0 30629 0 171109 0 29001 0 1227294 0 0 Peter C November Secretary Exec VP CAO 0 502127 0 359008 0 86063 0 217806 0 23830 0 1188835 0 0 Scott J Posecai EVP & CFO 0 597092 0 411335 0 1144207 0 265067 0 13235 0 2430936 0 516360 Bradley Goodson Former Key Employee 0 281628 0 80000 0 13518 0 41901 0 21451 0 438498 0 0 G Jody Morris MD Former Key Employee 0 524216 0 30000 0 16216 0 42800 0 20612 0 633843 0 0 Eddy Ramirez Former Key Employee 0 177057 0 50000 0 2047 0 16442 0 24391 0 269937 0 0 James Tebbe MD Former Key Employee 0 228489 0 0 0 16249 0 26976 0 20590 0 292304 0 0 Robert Wolterman Former Key Employee 0 409646 0 118903 0 14700 0 24800 0 22052 0 590101 0 0 Aderonke Akingbola MD VPMA-OMC-Kenner 0 408378 0 56250 0 1334 0 27617 0 11454 0 505033 0 0 Joseph E Bisordi MD Exec VP Chief Medical Officer 0 444385 0 199544 0 957075 0 48800 0 418490 0 2068294 0 406037 Mark Eckert VP Finance/CFO OMCK 0 204752 0 40223 0 2250 0 30401 0 19440 0 297065 0 0 Richard D Guthrie Jr MD Chief Quality Officer 0 432066 0 90000 0 10393 0 54672 0 18853 0 605984 0 0 Robert Hart MD EVP-Chief Medical Officer 0 442683 0 250000 0 145240 0 74225 0 10540 0 922688 0 0 Sylvia D Hartmann VP Nursing - OMCK 0 169914 0 30738 0 1921 0 30800 0 9886 0 243259 0 0 Julie Henry COO-OMC Kenner 0 142741 0 21980 0 22336 0 18972 0 19965 0 225995 0 0 Dawn Puente MD RMD, NO Comm Hosp 0 346619 0 104102 0 23092 0 38759 0 21454 0 534025 0 0 Stephen Robinson Jr CEO OMC-Kenner 0 252164 0 80000 0 13389 0 24800 0 22430 0 392783 0 0 Ray Burlet Former Highly Compensated Employee 0 126936 0 0 0 55 0 24000 0 9416 0 160408 0 0 Kenneth Lataxes Former Highly Compensated Employee 0 130831 0 659 0 3631 0 29000 0 19729 0 183850 0 0 Barries Leung Former Highly Compensated Employee 0 128493 0 9048 0 2407 0 17998 0 9142 0 167088 0 0 Donna Martin Former Highly Compensated Employee 0 160259 0 45045 0 2390 0 21908 0 13654 0 243256 0 0 Lorena Villalobos Former Highly Compensated Employee 0 116526 0 200 0 12435 0 11359 0 12729 0 153249 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The officers of Ochsner Community Hospitals are not compensated by Ochsner Community Hospitals, but are compensated by related organizations for their roles as officers of the Ochsner Health System. The process for determining compensation is described on the form 990 of Ochsner Clinic Foundation (TIN# 72-0502505) and Ochsner Health System (TIN# 20-5296918). The methods used include a compensation committee, independent compensation consultant, written employment contracts, a compensation survey, and approval by the compensation committee. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING PEOPLE PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) WHICH IS PART OF THE TERMS AND CONDITIONS OF THEIR EMPLOYMENT CONTRACTS WITH OCHSNER HEALTH SYSTEM AND OCHSNER CLINIC FOUNDATION AND IS BASED ON A TARGETED REPLACEMENT OF A SET PERCENTAGE OF THEIR SALARY AT AGE 65. THE SERP IS CLASSIFIED AS A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THIS BENEFIT IS FUNDED IN A TRUST ACCOUNT WITH CAPITAL ONE BANK. FOLLOWING IS A LIST OF PARTICIPANTS, THEIR TITLE WITH THE SPONSORING ORGANIZATION, AND ANY DISTRIBUTIONS MADE IN 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 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 CASH - NON-INTEREST BEARING 2016-12-31 305094 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) SAVINGS & TEMP CASH INVESTMENTS 2016-12-31 7725198 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) PLEDGES AND GRANTS RECEIVABLE, NET 2016-12-31 3525 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) ACCOUNTS RECEIVABLE, NET 2016-12-31 18427960 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) INVENTORIES FOR SALE OR USE 2016-12-31 3342569 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) PREPAID EXPENSES AND DEFERRED CHARGES 2016-12-31 960901 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) LAND, BUILDINGS, AND EQUIPMENT 2016-12-31 182981585 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) INVESTMENTS - PROGRAM-RELATED 2016-12-31 -63217812 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) OTHER ASSETS 2016-12-31 82264 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2016-12-31 2563395 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) DEFERRED REVENUE 2016-12-31 -11581029 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) TAX-EXEMPT BOND LIABILITIES 2016-12-31 -358929 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) SECURED MORTGAGES AND NOTES PAYABLE TO UNRELATED THIRD PARTIES 2016-12-31 -52392644 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) OTHER LIABILITIES 2016-12-31 -168559 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) NET ASSETS 2016-12-31 -92335748 BOOK VALUE 720502505 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HWY NEW ORLEANS LA 70121 501(C)(3) false false false false true true true true true true Schedule N, Part I, Line 6c Discharged or defeased tax-exempt bond liabilities Ochsner Community Hospitals merged with and into Ochsner Clinic Foundation, a not for profit 501(c)(3) organization with the tax ID of 72-0502505, on December 31, 2016. Ochsner Community Hospitals, at the time of merger, had outstanding bonds payable designated as Louisiana Public Facilities Authority Revenue Bonds (Ochsner Community Hospitals Project) Series 2007 (the "2007B Bonds") with CUSIP number of 546398VQ8, et al. with an outstanding balance of $53,445,000. Under the Omnibus Assumption Agreement executed as part of the merger, Ochsner Clinic Foundation expressly assumed the obligation of these bonds. Form 990, Part III, Line 3 Significant changes in program services Ochsner Community Hospitals Merged into Ochsner Clinic Foundation, 72-0502505, a related 501(c)(3) Corporation, on December 31, 2016. Subsequent to the merger, Ochsner Medical Center-Kenner will be operated by Ochsner Clinic Foundation, and will continue to provide patient care services. Form 990, Part VI, Line 13 Whistleblower Policy As a subsidiary of Ochsner Health System, Ochsner Community Hospitals is subject to all compliance policies of Ochsner Health System, which includes a written Whistleblower protection policy. Form 990, Part VI, Line 16b JOINT VENTURE PROCESS When 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 1a Material differences in voting rights The Articles of Incorporation provide that no action of the Board may be resolved unless a majority of the independent directors present approve the matter. Thus, even in situations where there is not an absolute majority of independent directors in office, those independent directors in office control Ochsner Community Hospitals' activities. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Mr. Hines and Mr. LeCorgne - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders Ochsner Community Hospitals is a wholly owned subsidiary of Ochsner Health System, a related 501(c)(3) organization. Ochsner Community Hospitals is organized exclusively on a membership, non-stock basis. Ochsner Health System is the sole member of Ochsner Community Hospitals. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body All directors, other than the Chief Executive Officer, shall be elected by the Member. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The Articles and Bylaws specify the following actions that require the affirmative vote or written consent of the Member: (1) Election of Directors other than the Chief Executive Officer (2) Amendment to the articles of incorporation of the Corporation (3) Corporate actions (4) Removal and replacement of any Director other than the Chief Executive Officer (5) Preparation or adherence to any capital or operating budget (6) Any expense, debt, or capital expenditure that exceeds the amount budgeted (7) Any action that is anticipated to reduce revenues below the amount budgeted (8) Any purchase or sale of any real property or encumbering any such property to secure a debt, if such action was not included in the budget (9) Guaranteeing the debt or obligation of any other person or entity (10) Beginning the practice of a health care service or specialty not previously engaged in by the Corporation if it was not included in the budget. (11) Causing or permitting the Corporation or any subsidiary of the Corporation to form or become the controlling member of any business entity (12) Amendment of any organizational or governing documents of any subsidiary (13) Establishment of any committee of the Board of Directors of the Corporation Form 990, Part VI, Line 11b Review of form 990 by governing body One or more members of senior management review the return. The return is also reviewed by Ernst & Young, 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 policy Officers, 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 official All CEO and officer compensation and benefits arrangements, including salary and bonus incentive plans, are reviewed and approved by the Executive and Senior Physician Compensation Committee of the Ochsner Health System's 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 employees A different review process is used for Physicians. Annually, the Physician Compensation department reviews the compensation of each employed physician. This review includes a comparison of physician salaries against national survey data for their specialty. The Physician Compensation department compiles the compensation data for each physician including base salary, stipends, on-call pay, etc. Each physician's compensation as well as the total work Relative Value Units (RVUs) are compared to the survey data. Compensation for other non-physician key employees is reviewed by senior executives who take market value research into consideration when determining compensation levels. Form 990, Part VI, Line 19 Required documents available to the public All governing documents, conflict of interest policy, and financial statements are available upon written request to the Audit Services Department of Ochsner Health System. Form 990, Part VII, Section A, Line 1a RELATED ORGANIZATIONS ADDITIONAL COMPENSATION EXPLANATION - COMPENSATION FROM INTEGRATED HEALTH SYSTEM In 2016, Ochsner Community Hospitals did not compensate any employees directly. Instead, those individuals were compensated by Ochsner Clinic Foundation and the cost of the compensation was reimbursed by Ochsner Community Hospitals. Many of the individuals listed in Part VII and Schedule J hold positions with related 501(c)(3) organizations. For each of these individuals, the compensation listed is received from the related organization, and the compensation is for the individual's role within the related organization and the integrated health system. The amount of time shown for each as "Average Hours Per Week Devoted To Position" consists primarily of his/her time spent on his/her role with Ochsner Community Hospitals. In reality, his/her time is spent on fulfilling responsibilities through their roles with the related organization and/or across all other organizations in the integrated health system, and may be more evenly distributed. Form 990, Part VII, Section A, Line 1a ADDITIONAL COMPENSATION EXPLANATION - DIRECTORS COMPENSATION OF DIRECTORS AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION Those directors listed as "Board Member Sr Phys" are compensated entirely due to their role as an employee of a member of the integrated health system. The amount of time shown for those Directors listed as "Board Member Sr Phys" as "average hours per week devoted to position" on the Form 990 for Ochsner Community Hospitals (EIN 20-5297040) consists primarily of their role as an employee of Ochsner Clinic Foundation (EIN 72-0502505). 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. The amount of time shown for those Directors listed as "Community Directors" for "average hours per week devoted to position" on the Form 990 for Ochsner Community Hospitals (EIN 20-5297040) 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 - OFFICERS COMPENSATION OF OFFICERS AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION Compensation for Warner Thomas, Michael Hulefeld, Scott Posecai, Bobby Brannon, and Peter November, includes all compensation related to the integrated 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 integrated health system are charged a portion of these amounts. The amount of time shown for each officer as "average hours per week devoted to position" on the Form 990 of the organization that directly employs the individual consists primarily of their role as an Officer of the integrated health system. Additional time spent on boards, committees and through fulfilling other responsibilities as an Officer of the Ochsner organizations is shown on each Form 990. The amount of time on this return is shown as a nominal amount, but in reality the time is more evenly distributed across all entities. Form 990, Part VII, Section A, Line 1a ADDITIONAL COMPENSATION EXPLANATION - KEY EMPLOYEES KEY EMPLOYEES COMPENSATED BY RELATED ORGANIZATIONS AND AVERAGE HOURS Dr. Aderonke Akingbola, Dr. Richard Guthrie, and Dr. Dawn Puente were employed and compensated by Ochsner Clinic Foundation, 72-0502505, 501(c)(3), a related organization. Dr. Joseph Bisordi and Dr. Robert Hart were employed and compensated by Ochsner Health System, 20-5296918, 501(c)(3), a related organization. Their time is split between the related organization and Ochsner Community Hospitals, but in all other respects they meet the requirements of a Key Employee of Ochsner Community Hospitals. Mr. Mark Eckert, Ms. Sylvia Hartman, Ms. Julie Henry, and Mr. Stephen Robinson, Jr. were employed and compensated by Ochsner Clinic Foundation, but effectively all of their time and compensation relates to their duties as key employees of Ochsner Community Hospitals. Form 990, Part VII, Section A, Line 1a ADDITIONAL COMPENSATION EXPLANATION - COMMUNITY DIRECTORS COMMUNITY DIRECTORS ARE VOLUNTEERS AND ARE NOT PAID A STIPEND OR OTHER COMPENSATION FOR THEIR SERVICE TO OCHSNER AS BOARD MEMBERS. THE COMPENSATION OF COMMUNITY DIRECTORS THAT IS REPORTED FOR 2016 CONSISTS OF SPOUSAL TRAVEL AND ENTERTAINMENT FOR ATTENDANCE AT THE BOARD RETREAT, AS DESCRIBED IN SCH J OF THE ORGANIZATION THAT PAID FOR THE SPOUSAL TRAVEL AND ENTERTAINMENT, OCHSNER HEALTH SYSTEM 20-5296918, AND OCHSNER CLINIC FOUNDATION, 72-0502505. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Net assets released from restrictions-operations - 23334; Merger into Ochsner Clinic Foundation, 72-0502505, a related 501(c)(3) organization 12/31/2016 - 3662230; Increase in Temporarily Restricted Net Assets - 53595; Contributions included in Change in Net Assets - -85154; Form 990, Part XII, Line 2c OVERSIGHT AND SELECTION PROCESS The process regarding the committee responsible for the audit, review, or compilation of the organization's financial statements and selection of an independent accountant has not changed from the prior year. Ochsner Medical Center-Kenner LLC c/o Ochsner Community Hospitals 1514 Jefferson Hwy New Orleans LA 70121 205432782 Patient Care LA 155919409 0 Ochsner Community Hospitals Ochsner Baptist Medical Center LLC c/o Ochsner Community Hospitals 1514 Jefferson Hwy New Orleans LA 70121 205432631 Patient Care LA 0 0 Ochsner Community Hospitals Ochsner Medical Center-Westbank LLC c/o Ochsner Community Hospitals 1514 Jefferson Hwy New Orleans LA 70121 205432716 Patient Care LA 0 0 Ochsner Community Hospitals OMC-Kenner Holdings LLC c/o Ochsner Community Hospitals 1514 Jefferson Hwy New Orleans LA 70121 205432782 25% JV in Louisiana Extended Care Hospital of Kenner, LLC LA 122783 0 Ochsner Medical Center-Kenner LLC Ochsner Health System 1514 Jefferson Highway New Orleans LA 70121 205296918 Health Care support LA 501(c)(3) Type II NA false Ochsner Clinic Foundation 1514 Jefferson Highway New Orleans LA 70121 720502505 Patient Care LA 501(c)(3) 3 Ochsner Health System true Ochsner System Protection Company 1514 Jefferson Highway New Orleans LA 70121 271170999 Captive Insurance LA 501(c)(3) Type I Ochsner Clinic Foundation true Brent House Corporation 1512 Jefferson Highway New Orleans LA 70121 720872457 Rents hotel rooms to patients/guests of Ochsner facilities. LA 501(c)(3) Type I Ochsner Clinic Foundation true OMCNS Medical Facilities Inc 1514 Jefferson Highway New Orleans LA 70121 472642764 Real Estate Title Holding Company LA 501(c)(2) Ochsner Clinic Foundation true EBR Medical Facilities Inc 1514 Jefferson Highway New Orleans LA 70121 471267935 Real Estate Title Holding Company DE 501(c)(2) Ochsner Clinic Foundation true OCF Medical Facilities Inc 1514 Jefferson Highway New Orleans LA 70121 464381058 Real Estate Title Holding Company DE 501(c)(2) Ochsner Clinic Foundation true Ochsner Health Partners LLC 2941 Lake Vista Drive Lewisville TX 75067 811116852 Healthcare DE NA N/A Satyr Clinical Services Inc 1514 Jefferson Hwy New Orleans LA 70121 464147298 Medical Services-Indigent Care LA NA C Corporation true Community Medical Group-St Charles Inc 320 Somerulos St Baton Rouge LA 708026129 463447107 Clinical Services LA NA C Corporation true Deuteron Realty 1514 Jefferson Highway New Orleans LA 70121 721079347 Nominee Real Estate Corporation LA NA C Corporation true true false false false true false false false false false false true true false false true true false false Ochsner Clinic Foundation A 12657436 Intercompany Billings - Mkt Value Ochsner Clinic Foundation E 52392644 Loan Balance Ochsner Clinic Foundation L 10395259 Intercompany Billings - Mkt Value Ochsner Clinic Foundation M 1536525 Intercompany Billings - Mkt Value Ochsner Clinic Foundation P 8969286 Intercompany Billings - Mkt Value Schedule R, Part IV Sch R, Part IV Satyr Clinical Services, Inc., a Louisiana non-profit corporation, has, as its sole member, Ochsner Clinic Foundation. Community Medical Group-St. Charles, Inc., a Louisiana non-profit corporation, is a non-member, non-stock corporation that is controlled by Satyr Clinical Services. Satyr Clinical Services and Community Medical Group-St. Charles, Inc., in conjunction with several other non-profit entities owned by other hospitals in the region, contract with providers to deliver physician and other healthcare services to low income and needy residents. Deuteron Realty, Inc. is an inactive nominee corporation.