OCHSNER CLINIC FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- OCHSNER CLINIC FOUNDATION (EIN 72-0502505)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201403179349305180
- Schema version
- 2013v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T15:54:14-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ernst & Young US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 Congress Ave Suite 1800 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720502505 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ochsner Clinic Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OCHS | BusinessNameControlTxt |
| Phone | 5048423400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1514 Jefferson Highway | AddressLine1 |
| City | New Orleans | City |
| State | LA | State |
| ZIP Code | 70121 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bobby C Brannon | PersonNm |
| Person Title | EVP & Treasurer | PersonTitleTxt |
| Phone | 5048423400 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joyce Hellums | PreparerPersonNm |
| PTIN | P00235386 | PTIN |
| Phone | 5124789881 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ochsner Medical Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Warner L Thomas | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1514 Jefferson Highway | AddressLine1 |
| City | New Orleans | City |
| State | LA | State |
| ZIP Code | 70121 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,747,169,570 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ochsner.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | Patient Care, Graduate Medical Education, & Medical Research | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 15539 | TotalEmployeeCnt |
| Total Volunteers | 890 | TotalVolunteersCnt |
| Total Gross UBI | $1,352,715 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $228,706 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,751,849 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,533,544 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,773,939,494 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,501,685,541 | CYProgramServiceRevenueAmt |
| PY Investment Income | $35,407,059 | PYInvestmentIncomeAmt |
| CY Investment Income | $28,147,523 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,510,234 | PYOtherRevenueAmt |
| CY Other Revenue | $7,831,582 | CYOtherRevenueAmt |
| PY Total Revenue | $4,829,608,636 | PYTotalRevenueAmt |
| CY Total Revenue | $5,550,198,190 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $58,710 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $118,035 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $911,097,681 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,012,889,384 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $507,509 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,906,208,612 | PYOtherExpensesAmt |
| CY Other Expenses | $4,484,851,744 | CYOtherExpensesAmt |
| PY Total Expenses | $4,817,365,003 | PYTotalExpensesAmt |
| CY Total Expenses | $5,497,859,163 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,243,633 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $52,339,027 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,520,412,322 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,710,614,387 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $951,420,627 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,030,671,665 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $568,991,695 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $679,942,722 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,169,676,466 | ExpenseAmt |
| Grant | $8,626 | GrantAmt |
| Revenue | $5,465,898,029 | RevenueAmt |
| Desc | Patient Care/Patient Medical Services: Ochsner Clinic Foundation consists of four hospitals at six campuses and many clinical locations. Served 53,637 inpatients resulting in 258,634 patient days. Emergency Room visits totaled 231,032. The number of births totaled 5,058. Outpatient hospital visits totaled 687,375. Physician clinic visits total 1,450,957. 377 patients received organ transplants. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,651,417 | ExpenseAmt |
| Grant | $40,602 | GrantAmt |
| Revenue | $13,222,551 | RevenueAmt |
| Desc | Professional Education: Ochsner Clinic Foundation ("OCF") operates one of the nation's largest accredited non-university based graduate medical education programs. In 2013, 258 residents and fellows were appointed to 23 medical and surgical programs sponsored by OCF. Thirty-one (31) additional specialty programs assigned 317 unique residents and fellows (80 scheduled FTEs/mo. on average) to OCF for training through combined programs or joint affiliations with the two local medical schools, LSU & Tulane. All 54 programs are accredited by the Accreditation Council for Graduate Medical Education. In 2009, Ochsner opened the Ochsner Clinical School in partnership with the University Queensland, Australia ("UQ"), providing expanded opportunity for medical students for U.S. citizens. During the school year, 161 UQ students rotated through the University of Queensland, Ochsner Clinical School for their clinical clerkships. Through a consortium relationship with Our Lady of Holy Cross College, 18 students in radiologic technology were appointed for clinical training.Additionally, a total of 2123 unique medical, allied health, nursing and advanced practice clinician students participate in clinical education across the Ochsner System in 2013: 475 unique medical students (non-UQ OCS) 511 unique allied health students, 997 unique nursing students, and 140 unique advanced practice clinician students. In aggregate, across all clinical education endeavors, 99 schools and 101 programs were represented for a total of 3,045 student training encounters encompassing 5,126 student months of training across 17 Ochsner clinical sites. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,105,440 | ExpenseAmt |
| Revenue | $14,455,176 | RevenueAmt |
| Desc | Elmwood Fitness Center: provides fitness services to patients and members of the public. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $9,226,620 | $68,807 | $4,679,002 | Medical Research: Currently, Ochsner Clinic Foundation operates five basic science research laboratories with over 400 active clinical trials in 27 clinical areas. Approximately 3,000 patients participate in Ochsner Clinical research annually. Every, clinical trial is overseen by the Ochsner Institutional Review Board, which provides oversight of the safety of the human subjects participating in clinical trials. Ochsner established the Center for Health Research in 2006, the mission of which is to advance knowledge, improve clinical practice, and the health and well-being of the community. From inception, over 2,000 patients have been involved in outcomes based research conducted by the Center. The Clinical Trial Unit, located on the Baptist Hospital campus, was established in 2012 to provide the ability to carry out Phase I clinical studies. From inception, over 100 patients have participated in research studies at the CTU. |
| $2,047,230 | $0 | $3,430,783 | 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $11,273,850 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $68,807 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $8,109,785 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,208,707,173 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1059 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15539 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bobby C Brannon | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5048423400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1514 Jefferson Highway | AddressLine1 |
| City | New Orleans | City |
| State | LA | State |
| ZIP Code | 70121 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Joseph R Dalovisio MD | ||||||||||
| Board Member Sr Phys | 48.00 | 2.00 | Yes (X) | $359,897 | $0 | $45,785 | ||||
| F Ralph Dauterive MD | ||||||||||
| Board Member Sr Phys | 48.00 | 2.00 | Yes (X) | $340,185 | $0 | $60,857 | ||||
| Angele Davis | ||||||||||
| Community Director | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| William H Hines | ||||||||||
| Community Director | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dennis Kay MD | ||||||||||
| Board Member Sr Phys | 48.00 | 2.00 | Yes (X) | $642,887 | $0 | $65,575 | ||||
| Yvens G Laborde MD | ||||||||||
| Board Member Sr Phys | 47.00 | 3.00 | Yes (X) | $318,973 | $0 | $29,131 | ||||
| R Parker LeCorgne | ||||||||||
| Community Director | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| George Loss MD PhD | ||||||||||
| Board Member Sr Phys | 47.00 | 3.00 | Yes (X) | $807,172 | $0 | $26,430 | ||||
| Suzanne T Mestayer | ||||||||||
| Community Director | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| Richard Milani MD | ||||||||||
| Board Member Sr Phys | 47.00 | 3.00 | Yes (X) | $545,436 | $0 | $69,700 | ||||
| Jefferson G Parker | ||||||||||
| Community Director | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert J Patrick | ||||||||||
| Community Director | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dana Smetherman MD | ||||||||||
| Board Member Sr Phys | 47.00 | 3.00 | Yes (X) | $535,555 | $0 | $29,635 | ||||
| Stephen Stumpf | ||||||||||
| Community Director | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jose S Suquet | ||||||||||
| Community Director | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| David E Taylor MD | ||||||||||
| Board Member Sr Phys | 48.00 | 2.00 | Yes (X) | $345,865 | $0 | $28,259 | ||||
| Andrew B Wisdom | ||||||||||
| Community Director | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| James E Maurin | ||||||||||
| Board Chairman | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Patrick J Quinlan MD | ||||||||||
| CEO / Board Member | 2.00 | 48.00 | Yes (X) | $0 | $948,256 | $18,579 | Yes (X) | |||
| Warner L Thomas | ||||||||||
| CEO / Board Member | 2.00 | 48.00 | Yes (X) | $0 | $942,814 | $23,817 | Yes (X) | |||
| Peter November | ||||||||||
| Secretary | 1.00 | 49.00 | $0 | $345,362 | $20,280 | Yes (X) | ||||
| Bobby C Brannon | ||||||||||
| EVP & Treasurer | 44.00 | 6.00 | $465,535 | $0 | $19,227 | Yes (X) | ||||
| Michael F Hulefeld | ||||||||||
| EVP & COO | 2.00 | 48.00 | $0 | $506,776 | $970,445 | Yes (X) | ||||
| Scott J Posecai | ||||||||||
| EVP & CFO | 2.00 | 48.00 | $0 | $570,651 | $15,024 | Yes (X) | ||||
| Joseph E Bisordi MD | ||||||||||
| Exec VP Chief Medical Officer | 1.00 | 49.00 | $0 | $1,075,195 | $103,911 | Yes (X) | ||||
| Polly Davenport | ||||||||||
| CEO-North Shore Region | 50.00 | 0.00 | $298,442 | $0 | $43,011 | Yes (X) | ||||
| Steven B Deitelzweig MD | ||||||||||
| Medical Director Regional Bus Dev | 49.00 | 1.00 | $380,933 | $0 | $30,437 | Yes (X) | ||||
| Mark French | ||||||||||
| COO-OMC NO | 50.00 | 0.00 | $229,123 | $0 | $25,567 | Yes (X) | ||||
| Richard D Guthrie Jr MD | ||||||||||
| Reg Med Dir - N.O. Reg | 49.00 | 1.00 | $0 | $399,092 | $53,943 | Yes (X) | ||||
| Robert Hart MD | ||||||||||
| Reg Med Dir - B.R. Reg | 49.00 | 1.00 | $331,881 | $0 | $34,135 | Yes (X) | ||||
| Ernest E Martin Jr MD | ||||||||||
| Reg Med Dir - N.S. Reg | 49.00 | 1.00 | $325,034 | $0 | $71,454 | Yes (X) | ||||
| J Eric McMillen | ||||||||||
| CEO, Baton Rouge Region | 50.00 | 0.00 | $241,518 | $0 | $15,823 | Yes (X) | ||||
| Armin Schubert MD | ||||||||||
| VPMA-OMC-Jeff Hwy | 50.00 | 0.00 | $506,093 | $0 | $16,577 | Yes (X) | ||||
| Beth Walker | ||||||||||
| COO, OMC | 50.00 | 0.00 | $209,222 | $0 | $12,865 | Yes (X) | ||||
| Robert Wolterman | ||||||||||
| CEO OMC-Jeff Hwy | 1.00 | 49.00 | $0 | $365,660 | $45,572 | Yes (X) | ||||
| Cuong Bui MD | ||||||||||
| Physician | 48.00 | 2.00 | $1,171,914 | $0 | $16,741 | Yes (X) | ||||
| Deryk G Jones MD | ||||||||||
| Section Head, Sports Medicine | 50.00 | 0.00 | $826,134 | $0 | $24,633 | Yes (X) | ||||
| Denis Mello MD | ||||||||||
| Chief, Congenital Cardiac Surgery | 50.00 | 0.00 | $2,188,508 | $0 | $20,283 | Yes (X) | ||||
| Jose Mena MD | ||||||||||
| Sr Physician | 50.00 | 0.00 | $878,506 | $0 | $39,681 | Yes (X) | ||||
| Matti Palo Jr MD | ||||||||||
| Sr Physician | 50.00 | 0.00 | $785,259 | $0 | $27,914 | Yes (X) | ||||
| Scott Boudreaux | ||||||||||
| Former Key Employee | 0.00 | 50.00 | $0 | $284,102 | $21,317 | Yes (X) | ||||
| Lisa S Colletti | ||||||||||
| Former Key Employee | 50.00 | 0.00 | $228,737 | $0 | $8,915 | Yes (X) | ||||
| Nancy L Davis | ||||||||||
| Former Key Employee | 0.00 | 50.00 | $0 | $229,701 | $35,158 | Yes (X) | ||||
| Patrick Shannon | ||||||||||
| Former Key Employee | 0.00 | 50.00 | $0 | $192,273 | $8,650 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $12,962,809 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,859,882 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,079,331 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BROADMOOR CO LLC | |||||
| 2740 NORTH ARNOULT RD | METAIRIE | LA | 70002 | Construction | $22,173,452 |
| LOUISIANA STATE UNIVERSITY | |||||
| 433 BOLIVAR ST | NEW ORLEANS | LA | 70112 | Purchased Physician Services | $11,078,580 |
| WOODWARD DESIGN & BUILD LLC | |||||
| 1000 S JEFF DAVIS PKWY | NEW ORLEANS | LA | 70125 | Construction | $4,752,733 |
| TULANE UNIVERSITY | |||||
| 1430 TULANE AVE | NEW ORLEANS | LA | 70112 | Purchased Physician Services | $2,966,238 |
| OTIS ELEVATOR COMPANY | |||||
| 10 FARM SPRINGS RD | FARMINGTON | CT | 06032 | ELEVATOR CONTRACTOR | $2,769,096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 117 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $13,783 | FederatedCampaignsAmt |
| Fundraising | $534,573 | FundraisingAmt |
| Government Grants | $3,824,280 | GovernmentGrantsAmt |
| All Other Contributions | $8,160,908 | AllOtherContributionsAmt |
| Noncash Contributions | $47,623 | NoncashContributionsAmt |
| Total Contributions | $12,533,544 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Patient Service Rev. | 621110 | $5,465,898,029 | $5,462,127,504 | $432,595 | $3,337,930 |
| Elmwood Fitness Center | 713940 | $14,455,176 | $14,455,176 | ||
| Education Revenue | 611600 | $13,222,551 | $13,222,551 | ||
| Research Revenue | 900099 | $4,679,002 | $4,679,002 | ||
| Rent-Physical Plant | 531120 | $3,430,783 | $3,430,783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,501,685,541 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,426,147 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,210 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,423,937 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $338,882 | TotalRevenueColumnAmt |
| Exclusion | $338,882 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,743,943 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,695,890 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,048,053 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,048,053 | TotalRevenueColumnAmt |
| Exclusion | $3,048,053 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $203,251,537 | SecuritiesAmt |
| Other | $6,766,206 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $188,084,387 | SecuritiesAmt |
| Other | $1,211,980 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,167,150 | SecuritiesAmt |
| Other | $5,554,226 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,721,376 | TotalRevenueColumnAmt |
| Exclusion | $20,721,376 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $358,920 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $534,573 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $520,807 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$161,887 | TotalRevenueColumnAmt |
| Exclusion | -$161,887 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $10,064,850 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,458,316 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,606,534 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $917,910 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,688,624 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,550,198,190 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,494,484,233 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,352,715 | UnrelatedBusinessRevenueAmt |
| Exclusion | $41,827,698 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,409 | TotalAmt |
| Program Services | $109,409 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,626 | TotalAmt |
| Program Services | $8,626 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,508,221 | TotalAmt |
| Program Services | $5,947,888 | ProgramServicesAmt |
| Management And General | $1,560,333 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $658,465 | TotalAmt |
| Program Services | $520,264 | ProgramServicesAmt |
| Management And General | $138,201 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $867,812,492 | TotalAmt |
| Program Services | $757,882,482 | ProgramServicesAmt |
| Management And General | $109,717,058 | ManagementAndGeneralAmt |
| Fundraising | $212,952 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,655,520 | TotalAmt |
| Program Services | $16,942,410 | ProgramServicesAmt |
| Management And General | $2,681,950 | ManagementAndGeneralAmt |
| Fundraising | $31,160 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,383,580 | TotalAmt |
| Program Services | $57,680,854 | ProgramServicesAmt |
| Management And General | $11,704,113 | ManagementAndGeneralAmt |
| Fundraising | -$1,387 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,871,106 | TotalAmt |
| Program Services | $41,196,600 | ProgramServicesAmt |
| Management And General | $6,660,577 | ManagementAndGeneralAmt |
| Fundraising | $13,929 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,026,846 | TotalAmt |
| Program Services | $18,007,468 | ProgramServicesAmt |
| Management And General | $920,273 | ManagementAndGeneralAmt |
| Fundraising | $99,105 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,268,818 | TotalAmt |
| Program Services | $64,188 | ProgramServicesAmt |
| Management And General | $2,204,630 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,626 | TotalAmt |
| Management And General | $739,626 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $836,179 | TotalAmt |
| Management And General | $836,179 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,830,489 | TotalAmt |
| Program Services | $48,377,529 | ProgramServicesAmt |
| Management And General | $38,431,824 | ManagementAndGeneralAmt |
| Fundraising | $21,136 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,235,792 | TotalAmt |
| Program Services | $939,253 | ProgramServicesAmt |
| Management And General | $293,952 | ManagementAndGeneralAmt |
| Fundraising | $2,587 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,249,671 | TotalAmt |
| Program Services | $329,499,575 | ProgramServicesAmt |
| Management And General | $7,696,264 | ManagementAndGeneralAmt |
| Fundraising | $53,832 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,638,281 | TotalAmt |
| Program Services | $1,582,502 | ProgramServicesAmt |
| Management And General | $5,054,818 | ManagementAndGeneralAmt |
| Fundraising | $961 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,623,294 | TotalAmt |
| Program Services | $53,386,178 | ProgramServicesAmt |
| Management And General | $20,224,984 | ManagementAndGeneralAmt |
| Fundraising | $12,132 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,098,940 | TotalAmt |
| Program Services | $712,316 | ProgramServicesAmt |
| Management And General | $380,057 | ManagementAndGeneralAmt |
| Fundraising | $6,567 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,091,339 | TotalAmt |
| Program Services | $2,284,787 | ProgramServicesAmt |
| Management And General | $806,552 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,897,288 | TotalAmt |
| Program Services | $28,492,990 | ProgramServicesAmt |
| Management And General | $404,298 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,370,362 | TotalAmt |
| Program Services | $70,079,714 | ProgramServicesAmt |
| Management And General | $12,259,614 | ManagementAndGeneralAmt |
| Fundraising | $31,034 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,031,656 | TotalAmt |
| Program Services | $23,750,239 | ProgramServicesAmt |
| Management And General | $3,281,417 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Discounts & Allowances | $3,449,226,261 | $3,449,218,616 | $7,645 |
| Outside Provider | $123,952,226 | $123,952,226 | |
| Bad Debt Expense | $87,999,321 | $84,225,507 | $3,773,814 |
| Charity Care | $48,024,242 | $48,024,242 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,711,113 | TotalAmt |
| Program Services | $45,821,310 | ProgramServicesAmt |
| Management And General | $58,866,302 | ManagementAndGeneralAmt |
| Fundraising | $23,501 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,497,859,163 | TotalAmt |
| Program Services | $5,208,707,173 | ProgramServicesAmt |
| Management And General | $288,644,481 | ManagementAndGeneralAmt |
| Fundraising | $507,509 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,054,996 | BOYAmt |
| EOY | $25,913,855 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,968,251 | BOYAmt |
| EOY | $249,965,933 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,461,859 | BOYAmt |
| EOY | $7,811,343 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,105,099 | BOYAmt |
| EOY | $178,349,507 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,005,818 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,772,571 | BOYAmt |
| EOY | $231,626,742 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,047,767 | BOYAmt |
| EOY | $34,135,607 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,518,475 | BOYAmt |
| EOY | $23,416,973 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,335,255,841 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $828,298,378 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $453,170,980 | BOYAmt |
| EOY | $506,957,463 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,541,227 | BOYAmt |
| EOY | $234,200,027 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,095,717 | BOYAmt |
| EOY | $137,875,286 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,510,334 | BOYAmt |
| EOY | $54,510,334 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,159,228 | BOYAmt |
| EOY | $25,851,317 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,520,412,322 | BOYAmt |
| EOY | $1,710,614,387 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,314,599 | BOYAmt |
| EOY | $198,464,739 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,391,936 | BOYAmt |
| EOY | $13,593,231 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,447,746 | BOYAmt |
| EOY | $504,930,990 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,281,925 | BOYAmt |
| EOY | $160,104,729 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,984,421 | BOYAmt |
| EOY | $153,577,976 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $951,420,627 | BOYAmt |
| EOY | $1,030,671,665 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,103,648 | BOYAmt |
| EOY | $614,939,145 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,224,097 | BOYAmt |
| EOY | $41,744,434 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,663,950 | BOYAmt |
| EOY | $23,259,143 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $568,991,695 | BOYAmt |
| EOY | $679,942,722 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,520,412,322 | BOYAmt |
| EOY | $1,710,614,387 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $52,339,027 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $25,135,000 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $33,477,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $739,626 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $739,626 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,207,967,547 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,208,707,173 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $696,090 | CurrentYearMinus3Amt |
| Current Year Minus2 | $642,630 | CurrentYearMinus2Amt |
| Current Year Minus1 | $698,827 | CurrentYearMinus1Amt |
| Current Year | $739,626 | CurrentYearAmt |
| Total | $2,777,173 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,500,000 | CurrentYearAmt |
| Total | $1,500,000 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,003,991 | BeginningYearBalanceAmt |
| Contributions | $594,194 | ContributionsAmt |
| Investment Earnings Or Losses | $5,096,563 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,789,943 | OtherExpendituresAmt |
| End Year Balance | $31,904,805 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,449,386 | BeginningYearBalanceAmt |
| Contributions | $112,431 | ContributionsAmt |
| Investment Earnings Or Losses | $1,850,353 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $408,178 | OtherExpendituresAmt |
| End Year Balance | $28,003,991 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,000,762 | BeginningYearBalanceAmt |
| Contributions | $113,975 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,274,665 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,390,686 | OtherExpendituresAmt |
| End Year Balance | $26,449,386 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,544,777 | BeginningYearBalanceAmt |
| Contributions | $281,209 | ContributionsAmt |
| Investment Earnings Or Losses | $2,639,534 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,464,758 | OtherExpendituresAmt |
| End Year Balance | $29,000,762 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,379,373 | BeginningYearBalanceAmt |
| Contributions | $1,367,746 | ContributionsAmt |
| Investment Earnings Or Losses | $3,724,506 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $926,848 | OtherExpendituresAmt |
| End Year Balance | $27,544,777 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04260 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.72900 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22840 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $5,312,730 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $38,620,897 | OtherCostOrOtherBasisAmt |
| Book Value | $43,933,627 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $770,412 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $672,097,591 | OtherCostOrOtherBasisAmt |
| Depreciation | $413,488,961 | DepreciationAmt |
| Book Value | $259,379,042 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,035,864 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,329,284 | DepreciationAmt |
| Book Value | $31,706,580 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $463,909,338 | OtherCostOrOtherBasisAmt |
| Depreciation | $353,221,301 | DepreciationAmt |
| Book Value | $110,688,037 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $86,509,009 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,258,832 | DepreciationAmt |
| Book Value | $61,250,177 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $506,957,463 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (21 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Comgest Growth Emerging Market | $9,386,257 | F |
| AETOS Distressed | $499,659 | F |
| AETOS Prime | $449,627 | F |
| City of London Global Emerging Markets | $18,209,884 | F |
| Park Street Private Equity Fund VI | $1,417,058 | C |
| Commonfund Capital International Partners V | $800,538 | C |
| Commonfund Capital International Partners VI | $1,182,426 | C |
| Commonfund Capital International Partners VII | $755,557 | C |
| Commonfund Capital Natural Resources VI | $749,926 | C |
| Commonfund Capital Natural Resources VII | $3,218,687 | C |
| Commonfund Capital Natural Resources VIII | $2,080,115 | C |
| Commonfund Capital Private Equity Partners VI | $742,865 | C |
| Commonfund Capital Private Equity Partners VII | $710,558 | C |
| Commonfund Capital Ventures Partners VII | $454,125 | C |
| Commonfund Capital Ventures Partners VIII | $1,513,583 | C |
| Commonfund Capital Ventures Partners IX | $1,867,321 | C |
| J O Hambro Global Select Fund | $15,928,600 | F |
| Lexington Capital Partners VII (Offshore) | $1,832,848 | C |
| Overstone Global Equity Fund | $13,038,816 | F |
| Clifton Defense Equity Fund | $25,180,898 | F |
| GMO Benchmark-Free Allocation Fund III | $37,855,938 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $137,875,286 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| Pension Obligations | $113,419,345 |
| Investment in Brent House Hotel (Equity Basis) | $7,857,150 |
| Lease Liability | $2,285,604 |
| Liability Trust Fund | $13,185,668 |
| Worker's Compensation Liability | $4,587,589 |
| Contract Retentions | $2,591,946 |
| Split Interest Liability | $569,345 |
| Reserve for Recoupments | $9,081,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $153,577,976 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | In general, the Organization's Endowment Funds support the following initiatives: Medical Research, Graduate Medical Education Program, Medical Lectureships, Fellowship Awards, Anti-Smoking Initiative, Pastoral Care, Alzheimers care, Nursing Education, and Advancement in Anesthesia. |
| Part X, Line 2: | OCF 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 consolidated balance sheets. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Central America and the Caribbean | Investments | $2,782,000 |
| Europe | Investments | $38,354,000 |
| Central America and the Caribbean | Grants to recipients located in the region | $8,626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $41,144,626 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $41,144,626 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|---|
| Educational Program Support | Central America & the Caribbean | 200 | $2,180 | Cash/Wire | $5,746 | Textbook/Supplies | FMV |
| Financial Support | Central America & the Caribbean | 5 | $700 | Cash |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | All international grants obtain an additional layer of approval from the Internal Audit and Compliance department. The Director of Internal Audit ensures compliance with donor restrictions, reviews payment procedures and tracks the use of proceeds. |
| Part I, line 3: | This section reflects the book value of foreign investments made in 2013 and prior years. Investments and values are as follow: Central America and the Caribbean: AETOS Capital Distressed Investment Strategies Cayman Fund: $595,000 AETOS Capital Long/Short Strategies Cayman Fund: $174,000 AETOS Capital Multi-Strategy Arbitrage Cayman Fund: $180,000 Lexington Capital Partners VII (Offshore), Cayman Islands: $1,833,000 Europe: Comgest Growth Emerging Markets, c/o RBC Dexia Investor Services, Ireland: $9,386,000 J.O. Hambro Capital Management, c/o RBC Dexia Investor Services, Ireland: $15,929,000 Overstone Fund PLC, c/o Northern Trust Int'l Fund Admin Services, Ireland: $13,039,000 |
| Part III, Col (c): | The estimated number of recipients that received direct support from the educational progran is 200+. |
| Part III, Column F | The method of accounting for part III is the accrual method. The educational program support included staff salary, program supplies including an egg incubator, textbooks, and food. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Moonlights & Miracles | NameOfEvent1Amt |
| Gross Receipts Event1 | $655,399 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $358,747 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $296,652 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $85,430 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $118,993 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $21,200 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $191,216 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Ochsner Pediatric Run | NameOfEvent2Amt |
| Gross Receipts Event2 | $80,443 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $53,301 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $27,142 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $3,676 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $257 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $250 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $23,417 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $157,651 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $122,525 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $35,126 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $130 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $14,690 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $13,170 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $25,946 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $22,432 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $893,493 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $534,573 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $358,920 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $130 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $103,796 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $132,420 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $47,396 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $237,065 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $520,807 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$161,887 | NetIncomeSummaryAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| Most Hospitals Policy | Yes (X) | MostHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 380.000000000000 | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | 0 | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $46,508,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $46,508,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00850 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $46,508,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $46,508,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00850 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $49,531,598 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $168,623 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $49,362,975 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00900 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $15,522,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $15,522,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00280 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $5,967,552 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $5,967,552 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00110 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $271,782 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $123,997 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $147,785 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $71,292,932 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $292,620 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $71,000,312 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01290 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $117,800,932 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $292,620 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $117,508,312 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02140 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $74,947 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $906 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $74,041 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $286,499 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $186,764 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $99,735 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $361,446 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $187,670 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $173,776 | NetCommunityBenefitExpnsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $31,856,108 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $250,884,667 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $248,383,676 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $2,500,991 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 6 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (6 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Website AddressWebsiteAddressTxt | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Research FacilityResearchFacilityInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd | OtherOtherDesc | Critical Access HospitalCriticalAccessHospitalInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ochsner Medical Center | |||||||||||||
| 1 | 1516 Jefferson Highway | New Orleans | LA | 70121 | www.ochsner.org/locations/ochsner_main | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A | ||
| Ochsner Medical Ctr-West Bank Campus | |||||||||||||
| 2 | 2500 Belle Chasse Hwy | Gretna | LA | 70056 | www.ochsner.org/locations/west_Bank/ | Satellite of Ochsner Medical Center | |||||||
| Ochsner Medical Center-Baton Rouge | |||||||||||||
| 3 | 17000 Medical Center Blvd | Baton Rouge | LA | 70816 | www.ochsner.org/locations/baton_rouge/ | Yes (X) | Yes (X) | Yes (X) | |||||
| Ochsner Medical Center-North Shore | |||||||||||||
| 4 | 100 Medical Center Dr | Slidell | LA | 70461 | www.ochsner.org/locations/north_shore/ | Yes (X) | Yes (X) | Yes (X) | |||||
| Ochsner St Anne General Hospital | |||||||||||||
| 5 | 4608 Hwy 1 | Raceland | LA | 70394 | www.ochsner.org/locations/st_anne_gene | Yes (X) | Yes (X) | Yes (X) | |||||
| Ochsner Medical Ctr-Elmwood Campus | |||||||||||||
| 6 | 1121 N Clearview Parkway | Jefferson | LA | 70121 | A | Satellite of Ochsner Medical Center | |||||||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (5 entries)
| FacilityFacilityNum | CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Community Health NeedsCommunityHealthNeedsInd | Other Health IssuesOtherHealthIssuesInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Information GapsInformationGapsInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | Adopt Implementation StrategyAdoptImplementationStrategyInd | Exec Implementation StrategyExecImplementationStrategyInd | Prioritize Health NeedsPrioritizeHealthNeedsInd | Prioritize ServicesPrioritizeServicesInd | All Needs AddressedAllNeedsAddressedInd | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Used Deter Elig Free CareFPGUsedDeterEligFreeCareInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | FPG Used Determ Elig Dscnt CareFPGUsedDetermEligDscntCareInd | FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct | Explained BasisExplainedBasisInd | Uninsured DiscountUninsuredDiscountInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | Attached To InvoiceAttachedToInvoiceInd | Available On RequestAvailableOnRequestInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Permit LawsuitPermitLawsuitInd | Permit Other ActionsPermitOtherActionsInd | Collection ActivitiesCollectionActivitiesInd | LawsuitLawsuitInd | FAP Notified All PatientsFAPNotifiedAllPatientsInd | Documented Elig DeterminationDocumentedEligDeterminationInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Other Method UsedOtherMethodUsedInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ochsner Medical Ctr-West Bank Campus | ||||||||||||||||||||||||||||||||||||||||||||
| 2 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (1) | Yes (1) | Yes (1) | Yes (X) | www.ochsner.org/assessment | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 0 | 0 | Yes (1) | Yes (1) | 200.000000000000 | Yes (1) | 380.000000000000 | Yes (1) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | 0 |
| Ochsner St Anne General Hospital | ||||||||||||||||||||||||||||||||||||||||||||
| 5 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (1) | Yes (1) | Yes (1) | Yes (X) | www.ochsner.org/assessment | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 0 | 0 | Yes (1) | Yes (1) | 200.000000000000 | Yes (1) | 380.000000000000 | Yes (1) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | Yes (1) | Yes (X) | 0 | 0 | ||||
| Ochsner Medical Center-Baton Rouge | ||||||||||||||||||||||||||||||||||||||||||||
| 3 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (1) | Yes (1) | Yes (1) | Yes (X) | www.ochsner.org/assessment | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 0 | 0 | Yes (1) | Yes (1) | 200.000000000000 | Yes (1) | 380.000000000000 | Yes (1) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | 0 |
| Ochsner Medical Center-North Shore | ||||||||||||||||||||||||||||||||||||||||||||
| 4 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (1) | Yes (1) | Yes (1) | Yes (X) | www.ochsner.org/assessment | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 0 | 0 | Yes (1) | Yes (1) | 200.000000000000 | Yes (1) | 380.000000000000 | Yes (1) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | 0 |
| Ochsner Main Campus and Elmwood Campus | ||||||||||||||||||||||||||||||||||||||||||||
| Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (1) | Yes (1) | Yes (1) | Yes (X) | www.ochsner.org/assessment | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 0 | 0 | Yes (1) | Yes (1) | 200.000000000000 | Yes (1) | 380.000000000000 | Yes (1) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | 0 | |
Supplemental Information SupplementalInformationGrp (32 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Ochsner Medical Ctr-West Bank Campus | Part V, Section B, Line 3: The hospital identified 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 as part of the needs assessment planning process. |
| Ochsner St. Anne General Hospital | Part V, Section B, Line 3: The hospital identified 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 as part of the needs assessment planning process. |
| Ochsner Medical Center-Baton Rouge | Part V, Section B, Line 3: The hospital identified 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 as part of the needs assessment planning process. |
| Ochsner Medical Center-North Shore | Part V, Section B, Line 3: The hospital identified 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 as part of the needs assessment planning process. |
| Ochsner Medical Ctr-West Bank Campus | Part V, Section B, Line 4: Children's Hospital New Orleans, East Jefferson General Hospital, Ochsner Medical Center, Ochsner Medical Center-Westbank, Ochsner Medical Center-Kenner, Ochsner Baptist Medical Center, Ochsner Medical Center Northshore, Slidell Memorial Hospital, St. Tammany Parish Hospital, Touro Infirmary, Tulane Medical Center, West Jefferson Medical Center |
| Ochsner St. Anne General Hospital | Part V, Section B, Line 4: Children's Hospital New Orleans, East Jefferson General Hospital, Ochsner Medical Center, Ochsner Medical Center-Westbank, Ochsner Medical Center-Kenner, Ochsner Baptist Medical Center, Ochsner Medical Center Northshore, Slidell Memorial Hospital, St. Tammany Parish Hospital, Touro Infirmary, Tulane Medical Center, West Jefferson Medical Center |
| Ochsner Medical Center-Baton Rouge | Part V, Section B, Line 4: Children's Hospital New Orleans, East Jefferson General Hospital, Ochsner Medical Center, Ochsner Medical Center-Westbank, Ochsner Medical Center-Kenner, Ochsner Baptist Medical Center, Ochsner Medical Center Northshore, Slidell Memorial Hospital, St. Tammany Parish Hospital, Touro Infirmary, Tulane Medical Center, West Jefferson Medical Center |
| Ochsner Medical Center-North Shore | Part V, Section B, Line 4: Children's Hospital New Orleans, East Jefferson General Hospital, Ochsner Medical Center, Ochsner Medical Center-Westbank, Ochsner Medical Center-Kenner, Ochsner Baptist Medical Center, Ochsner Medical Center Northshore, Slidell Memorial Hospital, St. Tammany Parish Hospital, Touro Infirmary, Tulane Medical Center, West Jefferson Medical Center |
| Ochsner Medical Ctr-West Bank Campus | Part V, Section B, Line 7: To best utilize resources and avoid duplication of efforts, Ochsner Clinic Foundation focused on those areas thet were deemed to be most critical. Some areas identified on the CHNA were determined to best be addressed by other organizations. These are described below:Access to Mental Health Services. There are over 30 organizations offering such services within the community. The hospital will reach out to such organizations and has a pilot program with a related hospital which may allow the hospital to improve such access.Prevention and Health Education focused on HIV/AIDS services: There are 6organizations offering such services within the community. The hospitaldoes provide education on the subject through it's partnership with theJefferson Parish School System. The hospital will continue to evaluatesuch services. |
| Ochsner St. Anne General Hospital | Part V, Section B, Line 7: To best utilize resources and avoid duplication of efforts, Ochsner Clinic Foundation focused on those areas thet were deemed to be most critical. Some areas identified on the CHNA were determined to best be addressed by other organizations. These are described below:Access to Mental Health Services. There are over 30 organizations offering such services within the community. The hospital will reach out to such organizations and has a pilot program with a related hospital which may allow the hospital to improve such access. |
| Ochsner Medical Center-Baton Rouge | Part V, Section B, Line 7: To best utilize resources and avoid duplication of efforts, Ochsner Clinic Foundation focused on those areas thet were deemed to be most critical. Some areas identified on the CHNA were determined to best be addressed by other organizations. These are described below:Access to Mental Health Services. There are over 30 organizations offering such services within the community. The hospital will reach out to such organizations and has a pilot program with a related hospital which may allow the hospital to improve such access. |
| Ochsner Medical Center-North Shore | Part V, Section B, Line 7: To best utilize resources and avoid duplication of efforts, Ochsner Clinic Foundation focused on those areas thet were deemed to be most critical. Some areas identified on the CHNA were determined to best be addressed by other organizations. These are described below:Access to Mental Health Services. There are over 30 organizations offering such services within the community. The hospital will reach out to such organizations and has a pilot program with a related hospital which may allow the hospital to improve such access. |
| Ochsner Medical Ctr-West Bank Campus | Part V, Section B, Line 16e: Lawsuits are filed on balance after insurance / residual balances. Patients are sent a minimum of two statements, but typically three, and scored through a third party tool to obtain FPL. |
| Ochsner St. Anne General Hospital | Part V, Section B, Line 16e: Accounts are turned over to a collection agency on day 120. |
| Ochsner Medical Center-Baton Rouge | Part V, Section B, Line 16e: Lawsuits are filed on balance after insurance / residual balances. Patients are sent a minimum of two statements, but typically three, and scored through a third party tool to obtain FPL. |
| Ochsner Medical Center-North Shore | Part V, Section B, Line 16e: Lawsuits are filed on balance after insurance / residual balances. Patients are sent a minimum of two statements, but typically three, and scored through a third party tool to obtain FPL. |
| Ochsner Medical Ctr-West Bank Campus | Part V, Section B, Line 20d: The maximum amount charged is based on the average of the rates of the two largest commercial insurers. |
| Ochsner St. Anne General Hospital | Part V, Section B, Line 20d: The maximum amount charged is based on the average of the rates of the two largest commercial insurers. |
| Ochsner Medical Center-Baton Rouge | Part V, Section B, Line 20d: The maximum amount charged is based on the average of the rates of the two largest commercial insurers. |
| Ochsner Medical Center-North Shore | Part V, Section B, Line 20d: The maximum amount charged is based on the average of the rates of the two largest commercial insurers. |
| Part V, Section B | Facility Reporting Group A |
| Facility Reporting Group A consists of: | - Facility 1: Ochsner Medical Center, - Facility 6: Ochsner Medical Ctr-Elmwood Campus |
| Facility 1 -- Ochsner Medical Center Part V, Section B, line 3: | The hospital identified 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 as part of the needs assessment planning process. |
| Facility 1 -- Ochsner Medical Center Part V, Section B, line 4: | Children's Hospital New Orleans, East Jefferson General Hospital, Ochsner Medical Center, Ochsner Medical Center-Westbank, Ochsner Medical Center-Kenner, Ochsner Baptist Medical Center, Ochsner Medical Center Northshore, Slidell Memorial Hospital, St. Tammany Parish Hospital, Touro Infirmary, Tulane Medical Center, West Jefferson Medical Center |
| Facility 1 -- Ochsner Medical Center Part V, Section B, line 7: | To best utilize resources and avoid duplication of efforts, Ochsner Clinic Foundation focused on those areas thet were deemed to be most critical. Some areas identified on the CHNA were determined to best be addressed by other organizations. These are described below:Access to Mental Health Services. There are over 30 organizations offering such services within the community. The hospital will reach out to such organizations and has a pilot program with a related hospital which may allow the hospital to improve such access.Prevention and Health Education focused on HIV/AIDS services: There are 6organizations offering such services within the community. The hospitaldoes provide education on the subject through it's partnership with theJefferson Parish School System. The hospital will continue to evaluatesuch services. |
| Facility 1 -- Ochsner Medical Center Part V, Section B, line 16e: | Lawsuits are filed on balance after insurance / residual balances. Patients are sent a minimum of two statements, but typically three, and scored through a third party tool to obtain FPL. |
| Facility 1 -- Ochsner Medical Center Part V, Section B, line 20d: | The maximum amount charged is based on the average of the rates of the two largest commercial insurers. |
| Facility 6 -- Ochsner Medical Center-Elmwood Campus Part V, Section B, line 3: | The hospital identified 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 as part of the needs assessment planning process. |
| Facility 6 -- Ochsner Medical Center-Elmwood Campus Part V, Section B, line 4: | Children's Hospital New Orleans, East Jefferson General Hospital, Ochsner Medical Center, Ochsner Medical Center-Westbank, Ochsner Medical Center-Kenner, Ochsner Baptist Medical Center, Ochsner Medical Center Northshor , Slidell Memorial Hospital, St. Tammany Parish Hospital, Touro Infirmary, Tulane Medical Center, West Jefferson Medical Center |
| Facility 6 -- Ochsner Medical Center-Elmwood Campus Part V, Section B, line 7: | To best utilize resources and avoid duplication of efforts, Ochsner Clinic Foundation focused on those areas thet were deemed to be most critical. Some areas identified on the CHNA were determined to best be addressed by other organizations. These are described below:Access to Mental Health Services. There are over 30 organizations offering such services within the community. The hospital will reach out to such organizations and has a pilot program with a related hospital which may allow the hospital to improve such access.Prevention and Health Education focused on HIV/AIDS services: There are 6organizations offering such services within the community. The hospitaldoes provide education on the subject through it's partnership with theJefferson Parish School System. The hospital will continue to evaluatesuch such services. |
| Facility 6 -- Ochsner Medical Center-Elmwood Campus Part V, Section B, line 16e: | Lawsuits are filed on balance after insurance / residual balances. Patients are sent a minimum of two statements, but typically three, and scored through a third party tool to obtain FPL. |
| Facility 6 -- Ochsner Medical Center-Elmwood Campus Part V, Section B, line 20d: | The maximum amount charged is based on the average of the rates of the two largest commercial insurers. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 61 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (61 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | FacilityFacilityTxt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|
| Ochsner Medical Center-Main Campus | |||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | Clinic | |
| Ochsner Health Center-Baton Rouge Summa | |||||
| 9001 Summa Ave | Baton Rouge | LA | 70809 | Clinic | |
| Ochsner Health Center-Covington | |||||
| 1000 Ochsner Boulevard | Covington | LA | 70433 | Clinic | |
| Ochsner Health Center for Primary Care a | |||||
| 1401 Jefferson Hwy Rear Bldg | New Orleans | LA | 70121 | Clinic | |
| Ochsner Health Center-West Bank (Meadowc | |||||
| 120 Meadowcrest St | Gretna | LA | 70056 | Clinic | |
| Ochsner Health Center For Children-New O | |||||
| 1315 Jefferson Highway | New Orleans | LA | 70121 | Clinic | |
| Ochsner Health Center-Ochsner Baptist | |||||
| 2626-2820 Napoleon Ave | New Orleans | LA | 70115 | Clinic | |
| Ochsner Health Center-Metairie | |||||
| 2005 Veterans Blvd | Metairie | LA | 70002 | Clinic | |
| Ochsner Health Center-Slidell | |||||
| 2750 E Gause Blvd | Slidell | LA | 70461 | Clinic | |
| Ochsner Kenner Medical Office Building | |||||
| 180-200 West Esplanade Ave | Kenner | LA | 70065 | Clinic | |
| Ochsner Health Center-Baton Rouge | |||||
| 16777 17000 17050 Medical Center Dr | Baton Rouge | LA | 70816 | Clinic | |
| Ochsner Health Center-Slidell | |||||
| 103-105 Medical Center Dr1850 E | Slidell | LA | 70461 | Clinic | Gause |
| Ochsner Health Center-Lapalco | |||||
| 4225 Lapalco Blvd | Marrero | LA | 70072 | Clinic | |
| Ochsner Lieselotte Tansey Breast Center | |||||
| 1319 Jefferson Highway | New Orleans | LA | 70121 | Clinic | |
| Ochsner Health Center-Central | |||||
| 11424-2 Sullivan Rd | Central | LA | 70818 | Clinic | |
| Ochsner Health Center-Driftwood | |||||
| 2120 Driftwood Blvd | Kenner | LA | 70065 | Clinic | |
| Elmwood Fitness Center-Elmwood | |||||
| 1200 S Clearview Pkwy | New Orleans | LA | 70123 | Clinic | |
| Ochsner Health Center-Tangipahoa | |||||
| 41676 Veterans Ave | Hammond | LA | 70403 | Clinic | |
| Ochsner Health Center For Children-Metai | |||||
| 4901 Veterans Memorial Blvd | Metairie | LA | 70001 | Clinic | |
| Ochsner Physical Therapy-Metairie | |||||
| 850 Veterans Blvd | Metairie | LA | 70005 | Clinic | |
| Ochsner Health Center-Prairieville | |||||
| 16222 Airline Hwy Ste A | Prairieville | LA | 70769 | Clinic | |
| Ochsner St Anne Family Doctor Clinic-Ma | |||||
| 111 Acadia Dr | Raceland | LA | 70394 | Clinic | |
| Baptist McFarland Medical Office Bldg | |||||
| 4429 Clara Street | New Orleans | LA | 70115 | Clinic | |
| Ochsner Womens and Children's Health Cen | |||||
| 101 East Fairway Dr Suites 301 302 | Covington | LA | 70433 | Clinic | |
| Ochsner Health Center-Baton Rouge Jeffe | |||||
| 8150 Jefferson Hwy | Baton Rouge | LA | 70809 | Clinic | |
| Ochsner Health Center-Lakeview | |||||
| 101 West Robert E Lee Suite 201 | New Orleans | LA | 70124 | Clinic | |
| Ochsner Health Center-Elmwood | |||||
| 1201 1221 S Clearview Pkwy | New Orleans | LA | 70121 | Clinic | |
| Ochsner Research and Academics | |||||
| 1401 Jefferson Hwy Front Bldg | New Orleans | LA | 70121 | Clinic | |
| Ochsner St Anne General Women's Health | |||||
| 104 Acadia Park Dr | Raceland | LA | 70394 | Clinic | |
| Ochsner Health Center For Children-Slide | |||||
| 2370 E Gause Blvd | Slidell | LA | 70461 | Clinic | |
| Ochsner Health Center-Denham Springs | |||||
| 30819 LA Hwy 16 | Denham Springs | LA | 70726 | Clinic | |
| Ochsner Health Center-Belle Chasse | |||||
| 7772 Belle Chasse Hwy | Belle Chasse | LA | 70037 | Clinic | |
| Ochsner Outpatient Rehabilitation-Harvey | |||||
| 3820 Lapalco Blvd | Harvey | LA | 70058 | Clinic | |
| Ochsner Health Center-Algiers | |||||
| 3401 Behrman Place | Algiers | LA | 70114 | Clinic | |
| Ochsner Health Center-Gretna | |||||
| 441 Wall Blvd | Gretna | LA | 70056 | Clinic | |
| Ochsner Health Center-Sherwood | |||||
| 170 McGehee | Baton Rouge | LA | 70815 | Clinic | |
| Ochsner Heart and Vascular Health Center | |||||
| 16045 Doctors Blvd | Hammond | LA | 70403 | Clinic | |
| Ochsner Health Center-Abita Springs | |||||
| 22070 Highway 59 Suite C | Abita Springs | LA | 70420 | Clinic | |
| Ochsner Children's Health Center-Destreh | |||||
| 1970 Ormond Boulevard | Destrehan | LA | 70047 | Clinic | |
| Ochsner Health Center-Mandeville | |||||
| 2810 East Causeway Approach | Mandeville | LA | 70448 | Clinic | |
| Ochsner St Anne General Health Center-L | |||||
| 1015 Crescent Ave | Lockport | LA | 70374 | Clinic | |
| Ochsner Health Center-Luling | |||||
| 1057 Paul Maillard Rd | Luling | LA | 70070 | Clinic | |
| Elmwood Fitness Center-Metairie (at Heri | |||||
| 111 Veterans Blvd | Metairie | LA | 70005 | Clinic | |
| Ochsner Health Center-Eyecare Iberville | |||||
| 25420 LA Hwy 1 | Plaquemine | LA | 70764 | Clinic | |
| Ochsner St Anne General Behavioral Heal | |||||
| 4608 Hwy 1 | Raceland | LA | 70394 | Clinic | |
| Ochsner Health Center-Harding | |||||
| 7855 Howell Place Blvd | Baton Rouge | LA | 70807 | Clinic | |
| Elmwood Fitness Center-Downtown | |||||
| 701 Poydras Street Annex | New Orleans | LA | 70139 | Clinic | |
| Ochsner Health Center-Mid-City | |||||
| 411 N Carrollton Ave Ste 4 | New Orleans | LA | 70119 | Clinic | |
| Ochsner Health Center (River Parishes Of | |||||
| 502 Rue De Sante Ste 206 | Laplace | LA | 70068 | Clinic | |
| Kidsports-Elmwood Fitness Center | |||||
| 1200 S Clearview Pkwy | New Orleans | LA | 70123 | Clinic | |
| Ochsner Health Center-Slidell West | |||||
| 2104 Gause Blvd West | Slidell | LA | 70460 | Clinic | |
| Elmwood Gymnastics Academy Elmwood Fitne | |||||
| 700 Elmwood Park Blvd | New Orleans | LA | 70123 | Clinic | |
| Ochsner Health Center-Denham Springs Sou | |||||
| 139 Veterans | Denham Springs | LA | 70726 | Clinic | |
| Ochsner Health Center-Plaquemine | |||||
| 24730 Plaza Dr | Plaquemine | LA | 70764 | Clinic | |
| Elmwood Fitness Center-Kenner | |||||
| 200 West Esplanade Suite 112 | Kenner | LA | 70065 | Clinic | |
| Bayou Nephrology Houma | |||||
| 108 Picone Rd | Houma | LA | 70363 | Clinic | |
| Elmwood Fitness Center-Brent House | |||||
| 1512 Jefferson Hwy | New Orleans | LA | 70121 | Clinic | |
| Concentra Medical Office Building (Loss | |||||
| 4015 Jefferson Highway | Jefferson | LA | 70121 | Clinic | |
| Ochsner St Anne General Health Center-R | |||||
| 106 Cypress St | Raceland | LA | 70394 | Clinic | |
| Ochsner St Anne General Women's Health | |||||
| 195 West 134th St | Cut Off | LA | 70345 | Clinic | |
| Ochsner Specialty Health Center For Chil | |||||
| 107 Smart Pl | Slidell | LA | 70458 | Clinic | |
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | A Payment Advisor Score (PAS) is taken into consideration during the presumptive financial assistance process; however if a patient requests financial assistance, the PAS is not considered. The PAS is provided by a third party tool. |
| Part I, Line 7: | Explanation: OCF provides care to patients who meet certain criteria under its charity care policy without charge or at amounts less than its established rates. Records of charges foregone 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 foregone charges associated with providing care to charity patients. OCFs gross charity care charges include only services provided to patients who are unable to pay and qualify under OCFs charity care policies. The ratio of cost to charges is calculated based on OCFs total expenses divided by gross patient revenue. |
| Part I, Ln 7 Col(f): | The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 31,856,108. |
| Part I, Line 6a | The community benefit report prepared by Ochsner Clinic Foundation 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. |
| 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, local neighborhood associations and child development programs like the Girl Scouts of America. 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.Ochsner provides programs to the communities we serve to increase their knowledge of healthy foods, through our CHOP (Cooking Healthy Options and Portions) afterschool cooking program at Jefferson parish schools and through our Eat Fit NOLA program which assists local restaurants to develop healthy menu items. Through our partnership with Rouses Markets, Ochsner identifies healthy items in the stores and provides nutritionist tours for the community to learn how to shop healthy. |
| Part III, Line 2: | 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 above methodology. |
| Part III, Line 4: | The footnote in the organizations financial statement that describes bad debt expense is described in the section entitled Managed Care, beginning on page 47 of the attached Financial Statements. |
| Part III, Line 8: | Total revenue from Medicare has been taken from the E Series in the Medicare Cost Reports. They do not include Medicare Advantage or payments related to Education or Research, in compliance with the instructions. 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 1/1/2013 - 12/31/2013. The cost report for Ochsner Medical Center - Baton Rouge (Provider No. 19-0202) covers the period 10/1/2012 - 9/30/2013. The cost report for Ochsner Medical Center - North Shore (Provider No. 19-0204) covers the period 4/1/2013 - 3/31/2014. |
| Part III, Line 9b: | Upon granting approval for 100% assistance, all collection efforts for that account will cease, the account will not be turned over to a collection agency, and Ochsner will not impose extraordinary collection efforts such as wage garnishments or liens. |
| Part VI, Line 2: | 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 55 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. The applicable Community health needs assessments for each facility may be found in Part V, Section B as required. |
| Part VI, Line 3: | All uninsured patients are screened for Medicaid. This process takes place at the time of service, inpatient admissions, and if the patient is not screened at the time, the patient is contacted at home to determine eligibility. In 2013, Ochsner was able to obtain Medicaid coverage for approximately 14,000 patients. 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 no interest payment plan options with payment terms ranging from six to 60 months. |
| Part VI, Line 4: | Ochsner Clinic Foundation is a multi-specialty healthcare delivery system consisting of seven hospitals (including three satellite locations) and approximately 55 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 55 health centers. Ochsner employs approximately 995 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 2013, Ochsner Clinic Foundation's service area includes 2.5 million of Louisiana's 4.6 million people. At 18.7%, Louisiana has the second highest poverty level in the nation and about 37% of the population receives Medicaid or is uninsured. Approximately 565,000 or 22.4% receive Medicaid and approximately 358,000 or 14.2% 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 550 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 72-bed satellite of Ochsner Medical Center, providing general medical and surgical acute care; an all-new Womens 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 166-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 1.2 million and about 39% of the population receives Medicaid or is uninsured. The poverty rate in the New Orleans Metro area is 19.5%, 27% in New Orleans itself. Approximately 316,000 or 25% receive Medicaid and approximately 175,000 or 14% are uninsured.Ochsner Medical Center-Baton Rouge is a 145-bed hospital located in the city of Baton Rouge within East Baton Rouge parish. East Baton Rouge parish has a population of about 815,000 people, of which about 103,000 were uninsured and about 156,000 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 283,000 people, of which about 36,000 were uninsured and about 49,000 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 520,000 people of which about 66,000 were uninsured and about 100,000 received Medicaid. |
| Part VI, Line 5: | 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 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.Ochsner Clinic Foundation is an educational and research-oriented medical center, operating one of the nation's largest accredited non-university based graduate medical education programs, covering 44 different medical, surgical and specialty 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 350 open clinical research trials in almost every specialty. Ochsner operates ten basic science/transitional research laboratories and Ochsner scientists publish over 200 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 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 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.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. Ochsners community outreach programs directly impacted over 46,500 individuals across our regions and reached over 96,000 people through our participation in community events. Ochsner also educates people about the benefits of smart food and lifestyle choices, disease prevention and regular medical checkups throughChoose Healthy!, a partnership with Rouse's grocery stores. In addition to the in-store activities, the community is able to access recipes and information on smart food choices, proper meal planning and disease-specific diet alternatives at www.choose-healthy.org. 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 implemented 2 smoking cessation clinics (Jefferson highway and Slidell) to provide free smoking cessation services to patients who are eligible for the Tobacco Trust program.Ochsners 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 30 restaurants have signed up to participate in the program.Ochsner and four other health care providers formed five non-profit organizations to collaborate with the State of Louisiana and several units of local government in Louisiana to more fully fund the Medicaid program and ensure the availability of quality healthcare services for the low income and needy population. Ochsner contributed over $48 million to the collaboratives in 2013. |
| Part VI, Line 6: | Ochsner 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 with 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. |
| Part VI, Line 7: | The Organization does not file a community benefit rteport with any State. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Louisiana State University | ||||||||
| 433 Bolivar | New Orleans | LA | 70112 | 726087770 | 501(c)(3) | $40,602 | $0 | General Support for Diabetes Study |
| Tulane University | ||||||||
| 1430 Tulane Ave TW34 | New Orleans | LA | 70112 | 720423889 | 501(c)(3) | $15,776 | $0 | General Support for Health Care Innovation Awards Grant. |
| LHC Group Inc | ||||||||
| 420 W Pinhook Ste A | Lafayette | LA | 70503 | 710918189 | $53,031 | $0 | General Support for Healthcare Innovation Awards Grant. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (34 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Joseph R Dalovisio MD | ||||||||||||||
| Board Member Sr Phys | $352,296 | $0 | $2,500 | $0 | $5,101 | $0 | $35,612 | $0 | $10,173 | $0 | $405,682 | $0 | $0 | $0 |
| F Ralph Dauterive MD | ||||||||||||||
| Board Member Sr Phys | $337,002 | $0 | $963 | $0 | $2,220 | $0 | $45,399 | $0 | $15,458 | $0 | $401,042 | $0 | $0 | $0 |
| Dennis Kay MD | ||||||||||||||
| Board Member Sr Phys | $639,799 | $0 | $0 | $0 | $3,088 | $0 | $51,791 | $0 | $13,785 | $0 | $708,463 | $0 | $0 | $0 |
| Yvens G Laborde MD | ||||||||||||||
| Board Member Sr Phys | $292,247 | $0 | $25,200 | $0 | $1,526 | $0 | $13,849 | $0 | $15,282 | $0 | $348,104 | $0 | $0 | $0 |
| George Loss MD PhD | ||||||||||||||
| Board Member Sr Phys | $763,887 | $0 | $40,750 | $0 | $2,535 | $0 | $9,569 | $0 | $16,861 | $0 | $833,602 | $0 | $0 | $0 |
| Richard Milani MD | ||||||||||||||
| Board Member Sr Phys | $511,982 | $0 | $22,500 | $0 | $10,954 | $0 | $52,918 | $0 | $16,782 | $0 | $615,136 | $0 | $0 | $0 |
| Dana Smetherman MD | ||||||||||||||
| Board Member Sr Phys | $535,555 | $0 | $0 | $0 | $0 | $0 | $13,318 | $0 | $16,317 | $0 | $565,190 | $0 | $0 | $0 |
| David E Taylor MD | ||||||||||||||
| Board Member Sr Phys | $345,865 | $0 | $0 | $0 | $0 | $0 | $11,342 | $0 | $16,917 | $0 | $374,124 | $0 | $0 | $0 |
| Patrick J Quinlan MD | ||||||||||||||
| CEO / Board Member | $0 | $912,700 | $0 | $0 | $0 | $35,556 | $0 | $6,800 | $0 | $11,779 | $0 | $966,835 | $0 | $0 |
| Warner L Thomas | ||||||||||||||
| CEO / Board Member | $0 | $912,688 | $0 | $0 | $0 | $30,126 | $0 | $6,800 | $0 | $17,017 | $0 | $966,631 | $0 | $0 |
| Peter November | ||||||||||||||
| Secretary | $0 | $341,784 | $0 | $0 | $0 | $3,578 | $0 | $0 | $0 | $20,280 | $0 | $365,642 | $0 | $0 |
| Bobby C Brannon | ||||||||||||||
| EVP & Treasurer | $425,843 | $0 | $0 | $0 | $39,692 | $0 | $6,800 | $0 | $12,427 | $0 | $484,762 | $0 | $0 | $0 |
| Michael F Hulefeld | ||||||||||||||
| EVP & COO | $0 | $475,071 | $0 | $0 | $0 | $31,705 | $0 | $950,125 | $0 | $20,320 | $0 | $1,477,221 | $0 | $0 |
| Scott J Posecai | ||||||||||||||
| EVP & CFO | $0 | $545,896 | $0 | $0 | $0 | $24,755 | $0 | $6,800 | $0 | $8,224 | $0 | $585,675 | $0 | $0 |
| Joseph E Bisordi MD | ||||||||||||||
| Exec VP Chief Medical Officer | $0 | $1,053,408 | $0 | $0 | $0 | $21,787 | $0 | $92,900 | $0 | $11,011 | $0 | $1,179,106 | $0 | $480,547 |
| Polly Davenport | ||||||||||||||
| CEO-North Shore Region | $294,447 | $0 | $0 | $0 | $3,995 | $0 | $31,800 | $0 | $11,211 | $0 | $341,453 | $0 | $0 | $0 |
| Steven B Deitelzweig MD | ||||||||||||||
| Medical Director Regional Bus Dev | $364,759 | $0 | $13,798 | $0 | $2,376 | $0 | $12,655 | $0 | $17,782 | $0 | $411,370 | $0 | $0 | $0 |
| Mark French | ||||||||||||||
| COO-OMC NO | $227,814 | $0 | $0 | $0 | $1,309 | $0 | $6,800 | $0 | $18,767 | $0 | $254,690 | $0 | $0 | $0 |
| Richard D Guthrie Jr MD | ||||||||||||||
| Reg Med Dir - N.O. Reg | $0 | $394,980 | $0 | $0 | $0 | $4,112 | $0 | $37,672 | $0 | $16,272 | $0 | $453,036 | $0 | $0 |
| Robert Hart MD | ||||||||||||||
| Reg Med Dir - B.R. Reg | $320,477 | $0 | $10,000 | $0 | $1,404 | $0 | $31,800 | $0 | $2,335 | $0 | $366,016 | $0 | $0 | $0 |
| Ernest E Martin Jr MD | ||||||||||||||
| Reg Med Dir - N.S. Reg | $322,084 | $0 | $100 | $0 | $2,850 | $0 | $60,359 | $0 | $11,096 | $0 | $396,489 | $0 | $0 | $0 |
| J Eric McMillen | ||||||||||||||
| CEO, Baton Rouge Region | $239,351 | $0 | $0 | $0 | $2,167 | $0 | $5,978 | $0 | $9,845 | $0 | $257,341 | $0 | $0 | $0 |
| Armin Schubert MD | ||||||||||||||
| VPMA-OMC-Jeff Hwy | $497,602 | $0 | $0 | $0 | $8,491 | $0 | $6,800 | $0 | $9,777 | $0 | $522,670 | $0 | $0 | $0 |
| Beth Walker | ||||||||||||||
| COO, OMC | $198,166 | $0 | $10,000 | $0 | $1,056 | $0 | $6,325 | $0 | $6,540 | $0 | $222,087 | $0 | $0 | $0 |
| Robert Wolterman | ||||||||||||||
| CEO OMC-Jeff Hwy | $0 | $362,130 | $0 | $0 | $0 | $3,530 | $0 | $31,800 | $0 | $13,772 | $0 | $411,232 | $0 | $0 |
| Cuong Bui MD | ||||||||||||||
| Physician | $844,385 | $0 | $212,985 | $0 | $114,544 | $0 | $6,800 | $0 | $9,941 | $0 | $1,188,655 | $0 | $0 | $0 |
| Deryk G Jones MD | ||||||||||||||
| Section Head, Sports Medicine | $794,467 | $0 | $2,937 | $0 | $28,730 | $0 | $10,115 | $0 | $14,517 | $0 | $850,766 | $0 | $0 | $0 |
| Denis Mello MD | ||||||||||||||
| Chief, Congenital Cardiac Surgery | $987,765 | $0 | $0 | $0 | $1,200,743 | $0 | $6,800 | $0 | $13,483 | $0 | $2,208,791 | $0 | $0 | $0 |
| Jose Mena MD | ||||||||||||||
| Sr Physician | $579,452 | $0 | $60,928 | $0 | $238,126 | $0 | $22,664 | $0 | $17,017 | $0 | $918,187 | $0 | $0 | $0 |
| Matti Palo Jr MD | ||||||||||||||
| Sr Physician | $582,397 | $0 | $173,662 | $0 | $29,200 | $0 | $6,800 | $0 | $21,114 | $0 | $813,173 | $0 | $0 | $0 |
| Scott Boudreaux | ||||||||||||||
| Former Key Employee | $0 | $279,627 | $0 | $0 | $0 | $4,475 | $0 | $6,800 | $0 | $14,517 | $0 | $305,419 | $0 | $0 |
| Lisa S Colletti | ||||||||||||||
| Former Key Employee | $222,109 | $0 | $0 | $0 | $6,628 | $0 | $6,800 | $0 | $2,115 | $0 | $237,652 | $0 | $0 | $0 |
| Nancy L Davis | ||||||||||||||
| Former Key Employee | $0 | $226,059 | $0 | $0 | $0 | $3,642 | $0 | $29,127 | $0 | $6,031 | $0 | $264,859 | $0 | $0 |
| Patrick Shannon | ||||||||||||||
| Former Key Employee | $0 | $188,665 | $0 | $0 | $0 | $3,608 | $0 | $6,800 | $0 | $1,850 | $0 | $200,923 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Lines 4a-b | Part I, Line 4a: Joan K. Mollohan received a severance payment in the amount of $116,223.68 from Ochsner Health System. Part I, Line 4b: Warner Thomas, President and Chief Executive Officer of Ochsner Health System, a related organization, President of Ochsner Clinic Foundation for the entire year, and Chief Executive Officer of Ochsner Clinic Foundation as of June 30, 2013; Patrick Quinlan, M.D., Chief Executive Officer of Ochsner Clinic Foundation until June 30, 2013; Michael Hulefeld, Executive Vice President and Chief Operating Officer; Scott Posecai, Executive Vice President and Chief Financial Officer; and Bobby Brannon, Executive Vice President and Treasurer 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. The increase in actuarial value for Mr. Hulefeld during 2013 was $943,325, which is included within Schedule J, Part II, Column C. None of the other participants had increases in actuarial value or distributions. 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. Dr. Bisordi received a distribution of $480,546.60 in 2013. The increase in actuarial value was $86,100. Polly Davenport, CEO-North Shore Region; Michelle Dodenhoff, SVP & Chief Dev Officer; David Gaines, CEO-Sys Retail & Mkt; Richard Guthrie, Jr., M.D., Reg Med Dir N.O. Reg; Robert Hart, M.D., Reg Med Dir B.R. Reg; Ernest E. Martin, Jr., M.D., Reg Med Dir N.S. Reg; Mark Muller, System VP-Strategy & Bus Dev; William W. Pinsky, M.D., EVP/Chief Academic Officer; and Robert Wolterman, CEO OMC-Jeff Hwy participate in a 457(f) non-qualified, unfunded, deferred compensation plan, which was adopted in 2013. The Plan allows for discretionary initial contributions, subject to a two-year vesting requirement; 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. None of the deferred amounts have vested in 2013. |
| Part I, Line 6 | Part I, Line 6: The Physician and Executive Compensation Committee of the Ochsner Health System Board of Directors reviews and approves all officer executive incentive plans, which include those for the Officers: the President and CEO, COO, CFO, Treasurer, Regional Medical Directors, and Executive Vice Presidents. All the incentive payouts are audited by the Board Internal Audit Committee. For the 2012 incentive plan, which would have been paid in 2013, the organization did not meet annual financial targets, and therefore the compensation committee did not approve the payment of the Annual Incentive Plan. The structure of the Annual Incentive Plan includes seven weighted components: a System Financial Metric, which consists of Operating Margin, a Human Capital Metric consisting of turnover results, a Patient Satisfaction Metric, three Quality Metrics based on provision of all recommended care and mortality and complication indexes, and a Subjective metric based on their personal performance targets. Annually, the officers of Ochsner Health System review and approve executive incentive plans for the executive and physician leadership group. The plans are developed similar to the officer incentive plans with weighted components, including a subjective metric. The subjective metric is assigned by the officer responsible for the executive or physician leader as their direct report and the CEO approves all bonuses for this group of management. All bonus amounts are provided in Schedule J Part II in Column B(ii). |
| Part I, Line 7 | Subjective components of incentive plan are described in description of Part I, Line 6. In addition, several non-fixed payments were made in 2013. The following were included in Schedule J Part II in Column B(ii): finalization of the 2012 Physician Compensation Plan, physician performance bonus, primary care new patient incentive plan, and retention bonus. The following was included in Schedule J Part II in Column B(iii): loan forgiveness per private letter agreement. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Louisiana Public Facilities Authority Series 2007A | ||||||||
| A | 720895871 | 546398VQ8 | 2007-09-12 | $371,062,406 | RETIRE 2002 BONDS, FACILITY IMPROVEMENTS | 0 | 0 | 0 |
| Louisiana Public Facilities Authority Series 2011 | ||||||||
| B | 720895871 | 546398L48 | 2011-05-11 | $148,728,038 | FACILITIES ACQUISITION, CONSTRUCTION & RENOVATION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $16,395,000 | $372,254,297 | $24,288,596 | $209,623,739 | $4,054,068 | $48,449,703 | $453,969 | 2010 | 0 | Yes (1) | Yes (1) | Yes (1) | ||
| B | $148,746,238 | $15,000,000 | $2,365,800 | $114,713,598 | $18,200 | 2013 | 0 | 0 | Yes (1) | Yes (1) | $9,212,238 | $7,436,402 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Line A | Form 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 7 | 100% of line 7 relates to issuance cost. |
| Schedule K, Part III, Line 3A | All contracts meet IRS safe harbor rules per 97-13. |
| Schedule K, Part IV, Line 2c | Issuer Name: Louisiana Public Facilities Authority Series 2007A Date the rebate computation was performed: Completed 7/10/2012, for the period 9/12/2007 to 5/15/2012. |
| Schedule K, Part II, Line 3 | The amount includes $1,191,891 of investment income on Series 2007A Bonds and $18,200 of investment income on Series 2011 Bonds related to the Debt Service Reserve Fund and the Construction Fund. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (10 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Catholic Charities-PACE Program | |||
| Mr. Hulefeld, a Key Employee, is a Director of Catholic Charities | $985,466 | PACE contracts with Ochsner to provide hospitalization and specialty care for its patients | 0 |
| Tulane University | |||
| Independent Contractor | $2,982,720 | Mr. Wisdom, a Director of OCF, is also a Board Member of Tulane University. | 0 |
| Jill Dalovisio Fitzpatrick | |||
| Daughter of Dr. Dalovisio, a Sr. Physician Board Member of OCF | $78,022 | Compensation as a Physician Assistant | 0 |
| Erin Dauterive MD | |||
| Daughter of Dr. Dauterive, a Sr. Physician Board Member of OCF | $214,089 | Compensation as a Physician | 0 |
| Richard D Guthrie III | |||
| Son of Dr. Guthrie, a Key Employee of OCF | $58,132 | Compensation as a RN | 0 |
| Elizabeth Guthrie Tucker | |||
| Daughter of Dr. Guthrie, a Key Employee of OCF | $40,266 | Compensation as a RN | 0 |
| Alexis Guthrie | |||
| Daughter-in-Law of Dr. Guthrie, a Key Employee of OCF | $19,515 | Compensation as a RN | 0 |
| Renee Reymond MD | |||
| Wife of Mr. Hulefeld, a Key Employee of OCF | $84,993 | Compensation as a Physician | 0 |
| Kay Belmont | |||
| Sister of Mr. Posecai, an Officer of OCF | $25,247 | Compensation as an RN | 0 |
| Nga Vu MD | |||
| Wife of Dr. Quinlan, an Officer of OCF | $138,201 | Compensation as Chief Operating Officer of Ochsner Medical Center-West Bank hospital | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,355 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $937 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $28,860 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Miscellaneous | 4 | $4,971 | Fair Market Value |
| Yes (X) | Miscellaneous | 3 | $4,500 | Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | If 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 (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Item C | DBA: Ochsner Health Center DBA: Ochsner St. Anne General Hospital DBA: Ochsner Medical Center - Baton Rouge DBA: Elmwood Fitness Center (a Service of Ochsner) DBA: Ochsner DBA: Alton Ochsner Medical Foundation DBA: Ochsner Outpatient Surgery Suite |
| Form 990, Part VI | Part VI, Section A, Line 1b: The 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 Health System's activities. |
| Form 990, Part VI | Part VI, Line 12a, and Line 13: Ochsner 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, Section A, line 2 | Dr. Quinlan and Mr. Suquet have a business relationship. |
| Form 990, Part VI, Section A, line 6 | Ochsner Clinic Foundation is a wholly-owned subsidiary of Ochsner Health System, 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, Section A, line 7a | The Community Directors shall be nominated exclusively by the nominating committee of the board of directors of the Member. 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, Section A, line 7b | The following actions require the majority approval of total members of the Senior Physician class, regardless of the number of Senior Physician class members actually voting: 1) amendments to the Articles which affect the rights of Sr. Physicians; 2) any change in the total numbers 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, Section B, line 11 | 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 2013 return was held on October 27, 2014. A copy of the return is then provided to each member of the Board of Directors electronically and comments are solicited from the entire Board. |
| Form 990, Part VI, Section B, line 12c | Officers, directors, trustees, and key employees are required to complete a conflict of interest disclosure form annually, within 30 days of becoming an employee, or if a current employee has a change in business circumstances not previously disclosed. The Director of Internal Audit reviews disclosures and determines whether action is necessary or if the disclosure needs to be reviewed by the Conflict of Interest Steering Committee. In addition, employees that do not fall within the scope of the Conflict of Interest Disclosure policy annually certify through the Annual Employee Evaluation process their compliance with the Conflict of Interest policy. |
| Form 990, Part VI, Section B, line 15 | All CEO and officer compensation and benefits arrangements, including salary and bonus incentive plans, are reviewed and approved by the Executive and Senior Physician Compensation Committee of the Board of Directors (Compensation Committee) of Ochsner Health System. No substantive change to the compensation or benefits packages is made until Committee approval is granted in accordance with Intermediate Sanctions guidelines. The Compensation Committee is without conflicts of interest and uses an independent external consultant. Appropriate data is applied to determine the comparability of fair market value pay and all actions are appropriately documented. In order to meet the requirements of the IRS Intermediate Sanctions regulations, the Compensation Committee identified the "disqualified individuals" that are in a position to exercise substantial influence over the company's operations. These individuals are the members of the Executive Officers Committee (EOC), Regional Medical Directors, physician board members and Section Heads for key departments. For disqualified individuals, the compensation review also includes the cost of benefits such as the company portion of medical and dental benefits, malpractice insurance, payments for 401K matching and pension payments. A different review process is used for Physicians. Annually, the Corporate Integrity department reviews the salary of each employed physician. This review includes a comparison of physician salaries against national survey data for their specialty. Three surveys are used for the review: McGladrey & Pullen, the Medical Group Management Association (MGMA) and American Medical Group Association (AMGA). The Physician Compensation department provides salary data for each physician including base salary, stipends, on-call pay, etc. If it is determined that a physician's compensation is higher than the survey data, the total work Relative Value Units (RVUs) are compared to the survey data. This review is performed to ensure their pay is comparable to the work performed. Comparable benefit survey data is obtained periodically from McGladrey & Pullen. 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, Section C, line 19 | Financial 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 Corporate Integrity Department. |
| Part VI, Section B, 16b | 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. |
| Part VII, Section A, Line 1a | ADDITIONAL COMPENSATION EXPLANATION COMPENSATION OF DIRECTORS AND 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. |
| Part VII, Section A, Line 1a | ADDITIONAL COMPENSATION EXPLANATION COMPENSATION OF OFFICERS AND SYSTEM-LEVEL KEY EMPLOYEES 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. |
| Part VII, Section A, Line 1a | ADDITIONAL COMPENSATION EXPLANATION KEY EMPLOYEES COMPENSATED BY RELATED ORGANIZATIONS Dr. Joseph Bisordi, Dr. Richard Guthrie and Mr. Robert Wolterman are employed and compensated by Ochsner Health System, 20-5296918, 501(c)(3), a related organization. Mr. Robert Wolterman was compensated by Ochsner Community Hospitals, 20-5297040, 501(c)(3), a related organization, at the beginning of the year, until he changed roles with the health system. All, in their duties as leaders of the integrated health system, 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 XI, line 9: | Government Grants included in Deferred Revenue -3,824,000. Net Assets released for Operations -2,905,000. Unrestricted Impairments Recovery 769,000. Additional Minimum Pension Liability 35,186,000. Change in Net Assets for Brent House 499,000. Change in Net Assets for OSPC 27,000. Restricted Investment Net Income 3,725,000. |
| Part XII, Line 2c | 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (18 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| 1201 Dickory LLC | |||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 720502505 | Real Estate Title-Holding Company | LA | $0 | $4,792,632 | Ochsner Clinic Foundation |
| Chabert Operational Management Company LLC | |||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 462840691 | Performs Hospital Management Services | LA | $35,794,000 | $2,167,633 | Ochsner Clinic Foundation |
| Deuteron Realty | |||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 721079347 | Nominee Real Estate Corporation | LA | $0 | $1,000 | Ochsner Clinic Foundation |
| East Baton Rouge Medical Center LLC | |||||||||
| 17000 Medical Center Dr | Baton Rouge | LA | 70816 | 201729674 | Patient Care | DE | $146,256,000 | $37,036,087 | Ochsner Clinic Foundation |
| Foundation Assets LLC | |||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 770589660 | Holding of donated interest in fractional share of ground lease-New Orleans | LA | $280,255 | $855,104 | Ochsner Clinic Foundation |
| Gulf Coast Outpatient Centers -- Mandeville LLC | |||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 208242348 | Patient Care (Inactive Status) | LA | $0 | $0 | Gulf Coast Outpatient Centers LLC |
| Gulf Coast Outpatient Centers -- Uptown LLC | |||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 208242525 | Patient Care (Inactive Status) | LA | $0 | $0 | Gulf Coast Outpatient Centers LLC |
| Gulf Coast Outpatient Centers -- Westbank LLC | |||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 208241691 | Patient Care (Inactive Status) | LA | $0 | $0 | Gulf Coast Outpatient Centers LLC |
| Gulf Coast Outpatient Centers LLC | |||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 208241553 | Holding of Gulf Coast Outpatient Centers companies (inactive status) | LA | $0 | $0 | Ochsner Urgent Care LLC |
| Gulf Coast Physician Network LLC | |||||||||
| 6341 Lakeland East Dr | Flowood | MS | 39208 | 753009725 | provides healthcare svcs to employees of MS coast casinos | LA | $114,000 | $53,859 | Ochsner Clinic Foundation |
| Ochsner Accountable Care Network | |||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 455446191 | Accountable Care Organization | LA | $0 | $0 | Ochsner Clinic Foundation |
| Ochsner Bayou LLC | |||||||||
| 4608 Highway 1 | Raceland | LA | 70394 | 204670876 | Operation of Ochsner St. Anne General Hospital | LA | $31,984,000 | $16,685,775 | Ochsner Clinic Foundation |
| Ochsner Clinic LLC | |||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 720276883 | Physician Services | LA | $604,030,000 | $77,171,206 | Ochsner Clinic Foundation |
| Ochsner Home Medical Equipment LLC | |||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 720502505 | Sales of Durable Medical Equipment to Patients | LA | $6,431,000 | $4,181,944 | Ochsner Clinic Foundation |
| Ochsner Medical Center - Northshore LLC | |||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 271770321 | Patient Care | LA | $89,568,000 | $19,491,186 | Ochsner Clinic Foundation |
| Ochsner Physician Partners LLC | |||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 454962130 | Operates a Clinically Integrated Network of Physicians and Hospitals | LA | $331,000 | $340,531 | Ochsner Clinic Foundation |
| Ochsner Urgent Care LLC | |||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 720502505 | Holding of Gulf Coast Outpatient Centers | LA | $0 | $0 | Ochsner Clinic LLC |
| OMCNS MOBS LLC | |||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 720502505 | Holding of Medical Office Buildings | LA | $764,704 | $3,831,341 | Ochsner Clinic Foundation |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ochsner Health System | |||||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 205296918 | Health Care support | LA | 501(c)(3) | 509(A)(3), Type II | N/A | 0 | |
| Ochsner Community Hospitals | |||||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 205297040 | Patient Care | LA | 501(c)(3) | 170(b)(1)(A)(iii) | Yes (1) | Ochsner Health System | |
| Ochsner System Protection Company | |||||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 271170999 | Captive Insurance | LA | 501(c)(3) | 509(A)(3), Type I | Yes (1) | Ochsner Clinic Foundation | |
| Brent House Corporation | |||||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 720872457 | Rents hotel rooms to patients/guests of Ochsner facilities. | LA | 501(c)(3) | 509(A)(3), Type II | Yes (1) | Ochsner Clinic Foundation | |
| OCF Medical Facilities Inc | |||||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 464381058 | Real Estate Title-Holding Corporation | DE | 501(c)(3) | Yes (1) | Ochsner Clinic Foundation | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (1) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (17 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Brent House Corporation | ||
| A | $2,047,230 | Intercompany Billings - Mkt Value |
| Ochsner Community Hospitals | ||
| D | $95,150,100 | Loan Balance |
| Ochsner Health System | ||
| J | $1,321,109 | Intercompany Billings - Mkt Value |
| Brent House Corporation | ||
| K | $1,073,736 | Intercompany Billings - Mkt Value |
| Ochsner Community Hospitals | ||
| K | $11,185,010 | Intercompany Billings - Mkt Value |
| Ochsner Community Hospitals | ||
| L | $791,608 | Intercompany Billings - Mkt Value |
| Ochsner Health System | ||
| L | $324,678 | Intercompany Billings - Mkt Value |
| Brent House Corporation | ||
| M | $1,158,442 | Intercompany Billings - Mkt Value |
| Ochsner Community Hospitals | ||
| M | $8,140,824 | Intercompany Billings - Mkt Value |
| Ochsner System Protection Company | ||
| M | $4,614,285 | Intercompany Billings - Mkt Value |
| Ochsner Health System | ||
| P | $153,301,607 | Intercompany Billings - Mkt Value |
| Brent House Corporation | ||
| Q | $179,027 | Intercompany Billings - Mkt Value |
| Ochsner Community Hospitals | ||
| Q | $7,229,527 | Intercompany Billings - Mkt Value |
| Ochsner Health System | ||
| Q | $1,925,513 | Intercompany Billings - Mkt Value |
| Ochsner Community Hospitals | ||
| L | $40,047 | Intercompany Billings - Mkt Value |
| Brent House Corporation | ||
| P | $39,480 | Intercompany Billings - Mkt Value |
| Ochsner Community Hospitals | ||
| P | $9,328 | Intercompany Billings - Mkt Value |
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