2016-02-05T11:41:09-06:00 2015-06-30 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD SUITE 600 METAIRIE LA 700054958 990 2014-07-01 720786847 CHATEAU DE NOTRE DAME CHAT 5042273600 1000 HOWARD AVENUE 10TH FLOOR NEW ORLEANS LA 70113 WAYNE PLAISANCE PRESIDENT AND CEO 5042273600 2016-02-03 1 JOHN S WILES CPA P01222673 5048355522 2014 2016-04-25 22:37:26Z WAYNE PLAISANCE 1000 HOWARD AVENUE 10TH FLOOR NEW ORLEANS LA 70113 34189641 0 0928 X WWW.CDND.ORG X 1975 LA TO PROVIDE NURSING HOME FACILITIES, RESIDENTIAL HOUSING, HOSPICE, AND RELATED SUPPORTIVE FACILITIES AND SERVICES FOR ELDERLY PERSONS. 12 12 760 119 0 0 155701 802756 30934599 33100657 6334 34333 281534 251330 31378168 34189076 0 0 0 0 17324166 18262127 0 0 4991 12904914 13866253 30229080 32128380 1149088 2060696 39820194 42303690 22848516 23274270 16971678 19029420 X TO PROVIDE NURSING HOME FACILITIES, RESIDENTIAL HOUSING, HOSPICE AND RELATED SUPPORTIVE SERVICES AND FACILITIES FOR ELDERLY PERSONS. 0 0 17867250 23319559 CHATEAU DE NOTRE DAME OPERATES SKILLED NURSING FACILITIES WITH A TOTAL OF 359 DUALLY LICENSED MEDICARE AND MEDICAID BEDS. THE CHATEAU DE NOTRE DAME FACILITY ("CHATEAU") IS LICENSED FOR 171 BEDS AND THE WYNHOVEN HEALTH CARE CENTER FACILITY ("WYNHOVEN") IS LICENSED FOR 188 BEDS. DURING THE YEAR, AN AVERAGE DAILY CENSUS OF 20.02 SKILLED PATIENTS AT THE CHATEAU FACILITY AND 13.79 AT THE WYNHOVEN FACILITY RECEIVED PHYSICAL, OCCUPATIONAL, AND SPEECH REHABILITATION THERAPY AS PRESCRIBED FOR THE INDIVIDUAL PATIENT BY THE ATTENDING PHYSICIAN. CUSTODIAL CARE AND HOSPICE SERVICES ARE ALSO PROVIDED AT CHATEAU AND WYNHOVEN. BOTH FACILITIES STRONGLY PROMOTE THE PHILOSOPHY THAT MENTAL AND PHYSICAL ACTIVITY IS IMPERATIVE TO MAXIMIZING QUALITY OF LIFE. IN KEEPING WITH THIS PHILOSOPHY, RESIDENTS ARE ENCOURAGED TO PARTICIPATE IN THE MANY INDIVIDUAL AND GROUP ACTIVITIES OFFERED AT THE FACILITIES WHICH INCLUDE BINGO, GAMES, READING, PARTIES, MOVIES, AND ARTS AND CRAFTS. RESIDENTS ARE ALSO STRONGLY ENCOURAGED TO EXERCISE AND STRENGTHEN THEIR FAITH LIVES BY PARTICIPATING IN THE FACILITIES' SUPPORTIVE SPIRITUAL ENVIRONMENT WHICH IS DEEPLY ROOTED IN CATHOLIC FAITH AND TRADITION. 5571771 6710293 NOTRE DAME HOSPICE STRIVES TO PROVIDE EXCEPTIONAL CLINICAL, SOCIAL AND PASTORAL SERVICES TO PATIENTS AND THEIR FAMILIES FACED WITH A LIFE-LIMITING ILLNESS. NOTRE DAME HOSPICE IS MISSION BASED AND SEEKS TO PROVIDE QUALITY, COMPASSIONATE HEALTH CARE AND SUPPORT SERVICES IN A CHRISTIAN ENVIRONMENT WHICH RESPECTS THE UNIQUENESS OF EACH PERSON, PROMOTES AND ENHANCES THE QUALITY OF LIFE, AND PRESERVES DIGNITY IN LIFE, ILLNESS AND DEATH. 2735720 3070801 CHATEAU DE NOTRE DAME OPERATES ASSISTED LIVING APARTMENTS. THE COMPLEX CONSISTS OF 100 APARTMENTS WHICH ARE RENTED UNDER PRIVATE PAY LEASE AGREEMENTS. THE AVERAGE DAILY CENSUS WAS 88.64 RESIDENTS FOR THE YEAR. THE APARTMENTS ARE SEPARATE FROM THE NURSING HOME BUT SHARE THE SAME CAMPUS. RESIDENTS ARE ABLE TO SELECT ASSISTED LIVING SERVICES AT VARYING LEVELS WHICH INCLUDE DINING, HOUSEKEEPING, BASIC MEDICATION PASS, AND PERSONAL CARE SERVICES. RESIDENTS ARE ALSO ABLE TO UTILIZE THE PHYSICAL, OCCUPATIONAL, AND SPEECH REHABILITATIVE THERAPIES THAT ARE OFFERED AT THE SKILLED NURSING FACILITY IF SUCH SERVICES ARE PRESCRIBED FOR RESIDENTS BY THEIR PERSONAL PHYSICIANS. AS WITH THE NURSING HOME PATIENTS, THE APARTMENT RESIDENTS ARE ENCOURAGED TO PARTICIPATE IN THE MANY INDIVIDUAL AND GROUP ACTIVITIES OFFERED AT THE APARTMENTS WHICH INCLUDE BINGO, GAMES, READING, PARTIES, MOVIES, VARIOUS OUTINGS AND ARTS AND CRAFTS. RESIDENTS ARE ALSO STRONGLY ENCOURAGED TO EXERCISE AND STRENGTHEN THEIR FAITH LIVES BY PARTICIPATING IN THE FACILITY'S SUPPORTIVE SPIRITUAL ENVIRONMENT WHICH IS DEEPLY ROOTED IN CATHOLIC FAITH AND TRADITION. 26174741 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 132 0 1 760 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X CHATEAU DE NOTRE DAME 5042273600 1000 HOWARD AVENUE 10TH FLOOR NEW ORLEANS LA 70113 X SISTER ANN LACOUR MSC DIRECTOR 1.00 X 0 0 0 JOHN ECKHOLDT DIRECTOR 1.00 X 0 160000 0 WAYNE PLAISANCE CEO AND PRESIDENT 40.00 X X 221796 0 16531 BARBARA FLEISCHER DIRECTOR 1.00 X 0 0 0 DR KATHLEEN KENNEDY DIRECTOR 1.00 X 0 0 0 STANTON SALATHE DIRECTOR 1.00 X 0 0 0 ELEANOR TINTO-POITIER DIRECTOR 1.00 X 0 0 0 VM WHEELER III DIRECTOR 1.00 X 0 0 0 DR JACK ANDONIE BOARD CHAIR AND VICE PRESIDENT 1.00 X X 0 0 0 BILL FINEGAN DIRECTOR 1.00 X 0 0 0 DR SUSAN NELSON DIRECTOR/SECRETARY/TREASURER 1.00 X X 0 0 0 SISTER ANTHONY BARCZYKOWSKIDC DIRECTOR/PRESIDENT 1.00 X 0 0 0 TERRI NORTH DIRECTOR 1.00 X 0 0 0 JAY CALAMIA DIRECTOR 1.00 X 0 0 0 HENRY CUROLE CFO 40.00 X 118234 0 10835 340030 160000 27366 2 0 1 0 TRITON HEALTHCARE INC 8128 FLORIDA BLVD DENHAM SPRINGS LA 70726 THERAPY SERVICES CONTRACTOR 1439999 STALLINGS CONSTRUCTION 424 SOUTH ANTHONY STREET NEW ORLEANS LA 70119 CONSTRUCTION 262611 BROWN RICE MARKETING INC 476 METAIRIE RD SUITE 202 METAIRIE LA 70005 ADVERTISING 254946 BLITCH KNEVEL ARCHITECTS LLC 757 ST CHARLES AVENUE NEW ORLEANS LA 70130 ACHITECTURAL SERVICES 248423 CARSON ELEVATOR LLC 140 HICKORY AVENUE HARAHAN LA 70123 ELEVATOR SERVICE 173967 6 465774 336982 802756 NURSING HOME- MEDICARE/MEDICAID 623000 18461324 18461324 HOSPICE 623000 6710294 6710294 NURSING HOME- PRIVATE PAY/OTHER 623000 4858238 4858238 ASSISTED LIVING 623000 3070801 3070801 33100657 34898 34898 2129 2129 565 -565 -565 -565 MISCELLANEOUS INCOME 900099 244401 244401 INSURANCE REIMBURSEMENT 900099 4800 4800 249201 34189076 33349858 0 36462 238327 238327 15084226 13127131 1953371 3724 671733 572971 98557 205 1151701 1035460 115880 361 1116140 982038 133815 287 29311 29311 54481 54481 1316987 890891 426096 623917 623917 1128874 984319 144555 333413 291566 41485 362 847830 847830 1647285 1647285 443310 443310 MEDICAL COSTS 3142690 3142690 SUPPLIES 1469168 1403450 65718 FOOD 1348435 1348435 BAD DEBTS 664138 664138 816414 510178 306184 52 32128380 26174741 5948648 4991 3241413 4661659 140402 374250 3434832 3415650 19724 20940 157045 139835 209081 209357 50967446 20558823 30278828 30408623 45815 45815 2293054 3027561 39820194 42303690 2704696 2950948 3968 4563 20034490 20185217 78903 78061 26459 55481 22848516 23274270 X 16971678 19029420 16971678 19029420 39820194 42303690 2060696 -2954 0 X X 0 1 X 1 0 X 32815 196860 194403 155701 802756 1382535 15979559 18737560 30952263 30934599 33100657 129704638 16012374 18934420 31146666 31090300 33903413 131087173 0 0 0 131087173 33064 31492 32215 32949 63808 193528 33064 31492 32215 32949 63808 193528 375787 82380 191820 254934 222420 1127341 16421225 19048292 31370701 31378183 34189641 132408042 0.99000 0.98620 0.00150 0.00140 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2010 AMOUNT: $ 375,787. 2011 AMOUNT: $ 82,380. 2012 AMOUNT: $ 191,820. 2013 AMOUNT: $ 254,934. 2014 AMOUNT: $ 222,420. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1922593 1922593 33869990 12447333 21422657 174266 74549 99717 9490837 4998583 4492254 5509760 3038358 2471402 30408623 MEDICAID BED RIGHTS 1511570 HOSPICE LICENSE 1253336 DEPOSITS 11594 BOND ISSUANCE COST 251061 3027561 REFUNDABLE DEPOSITS 55481 55481 X 34186122 -2954 -2954 34189076 0 34189076 32128380 0 32128380 0 32128380 PART IV, LINE 2B: RESIDENTS OF THE SKILLED NURSING FACILITIES WHOSE CARE IS PAID FOR THROUGH THE LA MEDICAID PROGRAM AS ADMINISTERED BY THE LA DEPT. OF HEALTH AND HOSPITALS DESIGNATE THE FACILITY AS BEING THEIR REPRESENTATIVE PAYEE FOR THEIR SOCIAL SECURITY OR OTHER RETIREMENT BENEFITS. EACH MONTH, REPRESENTATIVE PAYEE FUNDS ARE TRANSFERRED DIRECTLY TO THE CUSTODY OF THE FACILITY TO PAY FOR THE CARE OF LA MEDICAID RESIDENTS. THESE FUNDS ARE HELD IN TRUST IN A SEPARATE INTEREST BEARING BANK ACCOUNT AND ARE NOT COMMINGLED WITH FACILITY FUNDS. INTEREST IS ALLOCATED TO EACH RESIDENT'S ACCOUNT BASED UPON THE PRORATED BALANCES AT THE END OF THE MONTH. THE RESIDENT TRUST ACCOUNTS ARE MAINTAINED IN ACCORDANCE WITH THE LA STATE STATUTE GOVERNING FUNDS ESTABLISHED FOR THIS PURPOSE. LA MEDICAID ANALYZES EACH RESIDENT'S INCOME TO DETERMINE THE PORTION OF THE NURSING HOME BILL FOR WHICH THE RESIDENT IS RESPONSIBLE. THE ANALYSIS ALLOWS EACH RESIDENT TO RETAIN $38 PER MONTH FOR PERSONAL EXPENSES AND TO RETAIN ENOUGH FUNDS TO PAY FOR INSURANCE POLICIES OWNED BY THE RESIDENT. THE DIFFERENCE IS DESIGNATED AS THE RESIDENT LIABILITY PORTION OF THE RESIDENT'S BILL BASED UPON THE LA MEDICAID RATE CHARGED BY THE FACILITY FOR ROOM AND BOARD. EACH MONTH, THE FACILITY IS PAID ITS RESIDENT LIABILITY PORTION OF THE BILL FROM THE RESIDENT TRUST ACCOUNT. THE REMAINDER OF THE FUNDS ARE PAID TOWARDS EACH RESIDENT'S PERSONAL EXPENSES. THE RESIDENTS ON MEDICAID CENSUS ACCOUNT FOR THE MAJORITY OF THOSE WHO HAVE A RESIDENT TRUST ACCOUNT. HOWEVER, ANY RESIDENT OF THE SKILLED NURSING FACILITY MAY OPEN A RESIDENT TRUST ACCOUNT TO FACILITATE ACCESS TO FUNDS. UPON DISCHARGE FROM THE FACILITY, THE RESIDENT'S ACCOUNT IS ANALYZED, AND ANY AMOUNT OWED TO THE FACILITY WHICH IS THE RESPONSIBILITY OF THE RESIDENT IS APPLIED TO THE RESIDENT'S ACCOUNTS RECEIVABLE BALANCE. ANY REMAINING FUNDS ARE REFUNDED TO THE RESIDENT OR HIS ESTATE AS APPLICABLE. PART X, LINE 2: CHATEAU IS EXEMPT FROM INCOME TAX UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ENTITY IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. CHATEAU BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND MANGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES, IF ANY, WOULD BE INCLUDED IN INCOME TAX EXPENSE. X X X X X 0 0 0 0 0 0 0 0 0 JOHN ECKHOLDT DIRECTOR 0 160000 0 0 0 0 0 0 0 0 0 160000 0 0 WAYNE PLAISANCE CEO AND PRESIDENT 171796 0 50000 0 0 0 7763 0 8768 0 238327 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION HAS AMENDED ITS GOVERNING DOCUMENT. THE REVISED DOCUMENT ESTABLISHES VARIOUS COMMITTEES, INCLUDIG AN EXECUTIVE COMMITTEE, FINANCE AND AUDIT COMMITTEE, GOVERNANCE AND NOMINATING COMMITTEE, MISSION AND PROGRAM COMMITTEE, AND A DEVELOPEMENT AND MARKETING COMMITTEE. EACH COMMITTEE MUST INCLUDE TWO DIRECTORS AMONG ITS MEMBERS. THE EXECUTIVE COMMITTEE MEMBERSHIP REQUIRES BOARD CHAIR, VICE CHAIR, AND ALL COMMITTEE CHAIRS. ONLY DIRECTORS CAN BE MEMBERS OF THE GOVERNANCE AND NOMINATING COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER. THE ENTITY IS ORGANIZED AND OPERATED EXCLUSIVELY ON A NON-STOCK BASIS, AND THERE IS ONLY ONE CLASS OF MEMBERSHIP. THE MEMBERSHIP CONSISTS OF THE ARCHBISHOP OR ADMINISTRATOR OF THE ARCHDIOCESE OF NEW ORLEANS, WHO IS THE EX-OFFICIO MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER APPOINTS OR REMOVES THE MEMBERS OF THE BOARD OF DIRECTORS. THE MEMBER HAS THE POWER TO MAKE AND PASS BY-LAWS GOVERNING THE AFFAIRS OF THE CORPORATION AND APPOINTS THE OFFICERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B YES. THE MEMBER OF THE CORPORATION ELECTS THE BOARD OF DIRECTORS AND HAS THE POWER TO MAKE AND PASS BY-LAWS GOVERNING THE AFFAIRS OF THE CORPORATION. THE BOARD OF DIRECTORS, AS DISTINGUISHED FROM THE MEMBER OF THE CORPORATION, SHALL MANAGE, SUPERVISE, AND CONTROL THE BUSINESS, PROPERTY, AFFAIRS AND FUNDS OF CHATEAU AND SHALL EXERCISE ALL OF THE POWERS OF THE CORPORATION NOT RESERVED TO THE MEMBER OF THE CORPORATION AS SET FORTH IN THE CHATEAU'S ARTICLES OF INCORPORATION, BYLAWS, AND APPLICABLE LAW. THE AFOREMENTIONED ACTIONS MUST HAVE THE APPROVAL OF THE ARCHBISHOP OR ADMINISTRATOR OF THE ARCHDIOCESE OF NEW ORLEANS. THE FINANCE COUNCIL (THE COUNCIL) OF THE ARCHDIOCESE OF NEW ORLEANS CONVENES ON A REGULAR BASIS IN THE PRESENCE OF THE ARCHBISHOP. THE CURRENT PRACTICE OF THE ORGANIZATION IS TO BRING THE AFOREMENTIONED ITEMS BEFORE THE COUNCIL AND THE ARCHBISHOP FOR DISCUSSION, REVIEW, AND APPROVAL. THE DECISION OF THE ARCHBISHOP IS THEN COMMUNICATED TO THE CEO OF CHATEAU DE NOTRE DAME FORM 990, PART VI, SECTION B, LINE 11 AUDITS ARE PRESENTED TO THE BOARD ANNUALLY. IT IS THE ORGANIZATION'S CURRENT PRACTICE TO ALSO PRESENT THE AUDIT TO THE AUDIT COMMITTEE OF THE FINANCE COUNCIL OF THE ARCHDIOCESE OF NEW ORLEANS. THE FORM 990 IS PRESENTED TO CHATEAU'S BOARD. THE ARCHDIOCESE OF NEW ORLEANS RECEIVES A COPY OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C EACH EMPLOYEE OF THE ARCHDIOCESE OF NEW ORLEANS, ITS AGENCIES, OR ITS AFFILIATES, IS REQUIRED TO FULLY DISCLOSE ANY RELATIONSHIP OR SITUATION THAT MAY GIVE RISE TO A POTENTIAL CONFLICT OR THE APPEARANCE OF A CONFLICT OF INTEREST. DISCLOSURE FORMS ARE SENT TO THE HEAD OF THE AFFECTED ENTITY, AGENCY, AND/OR PARISH, AND COPIES ARE FORWARDED TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 THE ARCHDIOCESE, THROUGH ITS REPRESENTATIVE, SR. ANTHONY (REPRESENTS MEMBER CORPORATION) COORDINATED THE ANNUAL EVALUATION OF THE CEO BY CONVENING AN AD HOC COMMITTEE COMPOSED OF BOARD MEMBERS. THE COMMITTEE ENGAGED AN INDEPENDENT CONSULTANT TO ASSIST THEM IN THIS PROCESS. HIS EVALUATION WAS BASED ON ATTAINMENT OF ESTABLISHED GOALS, SALARY COMPARISON OF SIMILAR POSITIONS WITH OTHER ARCHDIOCESE MINISTRIES AND OF THOSE EMPLOYED BY OTHER ORGANIZATIONS, AND ENSURED COMPLIANCE WITH ARCHDOICESE POLICIES RELATING TO COMPENSATION. THE CEO HAS SET THE RATES FOR ALL EMPLOYEE COMPENSATION BASED ON THE ORGANIZATION'S BUDGET. THE CEO SPOKE WITH OTHER INDIVIDUALS IN SIMILAR FIELDS TO DETERMINE THE COMPENSATION RATES. BOARD MEMBERS ARE NOT COMPENSATED. FORM 990, PART VI, SECTION C, LINE 19 THIS FORM AS WELL AS VARIOUS POLICIES ARE ALSO MADE AVAILABLE TO THE THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART VII: EFFECTIVE DECEMBER 17, 2014, SR. ANTHONY RESIGNED HER POSITION AS A DIRECTOR ON CHATEAU'S BOARD. EFFECTIVE APRIL 10, 2015, WAYNE PLAISANCE REPLACED SR. ANTHONY BARCZKOWSKI, D.C. AS PRESIDENT OF THE ORGANIZATION, ASSUMING TITLE AND ALL RESPONSIBILITIES. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ROMAN CATHOLIC CHURCH OF THE ARCHDIOCESE OF NEW ORLEANS 7887 WALMSLEY AVE NEW ORLEANS LA 70125 720408966 CHURCH LA 501(C)(3) LINE 1 N/A 0 THE CATHOLIC FOUNDATION OF THE ARCHDIOCESE OF NEW ORLEANS 1000 HOWARD AVENUE NEW ORLEANS LA 70113 720840256 CHURCH LA 501(C)(3) LINE 1 N/A 0 0 0 1 0 1 0 0 0 0 0 1 0 1 0 0 1 0 0 0