2014-08-14T09:55:25-05:00 2013-09-30 721202445 POSTLETHWAITE & NETTERVILLE 8550 UNITED PLAZA BLVD SUITE 1001 BATON ROUGE LA 70809 990 2012-10-01 720475545 GENERAL HEALTH SYSTEM GENE 2252371547 8490 PICARDY AVENUE 300 BATON ROUGE LA 70809 KENDALL JOHNSON 2252371547 2014-08-14 RALPH STEPHENS P00638118 2259224600 2012 2015-11-30 17:44:51Z MARK SLYTER 8490 PICARDY AVENUE 300 BATON ROUGE LA 70809 75475855 0 X WWW.BRGENERAL.ORG X 1945 LA GENERAL HEALTH SYSTEM'S PRIMARY EXEMPT PURPOSE IS TO ASSIST IN THE PROVIDING OF EFFICIENT HEALTH CARE SERVICES BY PROVIDING CENTRALIZED MANAGEMENT, GOVERNANCE AND ADMINISTRATIVE SERVICES TO RELATED TAX-EXEMPT HEALTH CARE PROVIDER ORGANIZATIONS. 18 11 0 0 1896353 0 0 0 59147929 64028475 1007697 683970 3634984 3716421 63790610 68428866 22000 90483 0 0 32759299 37960421 0 0 0 28242062 30272730 61023361 68323634 2767249 105232 171613400 173291544 95019819 87857818 76593581 85433726 GENERAL HEALTH SYSTEM'S (GHS) PRIMARY EXEMPT PURPOSE IS TO PROVIDE EFFICIENT HEALTH CARE SERVICES BY PROVIDING CENTRALIZED MANAGEMENT, GOVERNANCE AND ADMINISTRATIVE SERVICES TO RELATED TAX-EXEMPT HEALTHCARE PROVIDER ORGANIZATIONS. 0 0 12194137 90483 14608576 GENERAL HEALTH SYSTEM PROVIDES CENTRALIZED INFORMATION TECHNOLOGY SERVICES TO ALL GHS AFFILIATES. SOFTWARE AND HARDWARE SUPPORT AS WELL AS WELL-TRAINED SUPPORT PERSONNEL ARE PROVIDED TO, BUT NOT LIMITED TO, BATON ROUGE GENERAL MEDICAL CENTER (BRGMC). BRGMC IS A 526 BED, 2 CAMPUS HOSPITAL SYSTEM AND IS AN IRC SEC. 501(C)(3) ORGANIZATION. ITS ID # IS 72-1025017. 9998176 11977815 GENERAL HEALTH SYSTEM ALSO PROVIDES ALL HUMAN RESOURCES SERVICES AND ADMINISTERS ALL EMPLOYEE BENEFIT PROGRAMS FOR ALL OF ITS AFFILIATES IN AN EFFICIENT, COST EFFECTIVE MANNER FOR ALL EMPLOYEES. 32779090 39262152 GENERAL HEALTH SYSTEM PROVIDES CENTRALIZED MANAGEMENT SERVICES INCLUDING, BUT NOT LIMITED TO, BANKING, ACCOUNTS PAYABLE AND ACCOUNTS RECEIVABLE/BILLING, PAYROLL, ACCOUNTING/TAX, INTERNAL AUDIT AND COMPLIANCE, HUMAN RESOURCE, RISK MANAGEMENT, INSURANCE AND LEGAL SERVICES TO ITS NOT-FOR-PROFIT AFFILIATE (BATON ROUGE GENERAL MEDICAL CENTER # 72-1025017) AND ITS FOR-PROFIT AFFILIATES. 54971403 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 X 254 0 1 0 1 1 1 0 0 0 0 0 0 0 X 18 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X GLENN SMITH 2252371547 8490 PICARDY AVE 300 BATON ROUGE LA 70809 X VENKAT BANDA MD 3.00 X 0 748535 64910 PETER BOSTICK MD 3.00 X 0 0 0 GREG BOWSER 3.00 X 0 0 0 SUE ANNE COX 3.00 X 0 0 0 PERRY FRANKLIN 3.00 X 0 0 0 GARY GRAPHIA 3.00 X 0 0 0 MARGARET HART 3.00 X 0 0 0 EVELYN HAYES MD BOARD CHAIR 50.00 X X 111512 0 40528 LESLIE HERPIN MARX 3.00 X 0 0 0 JOE JUBAN 3.00 X 0 0 0 ROY KADAIR MD 3.00 X 0 0 0 JAMES LLORENS PHD 3.00 X 0 0 0 ANDREW OLINDE MD 3.00 X 0 34332 0 JANICE PELLAR 3.00 X 0 0 0 GOV CHARLES BUDDY ROEMER 3.00 X 0 0 0 ELAINE VALLETTE DRPH 3.00 X 0 0 0 REV RONNIE WILLIAMS 3.00 X 0 0 0 WILLIAM HOLMAN 50.00 X X 1179992 0 56553 DIONNE E VIATOR CPA 50.00 X 491822 0 48245 EDGARDO TENREIRO 50.00 X 419716 0 97627 FLOYD ROBERTS MD 50.00 X 788468 0 39201 KENDALL JOHNSON CPA 50.00 X 301972 0 62646 ANNA CAZES DNS 50.00 X 232720 0 80242 PAUL DOUGLAS 50.00 X 261910 0 51532 DONALD SHAW 50.00 X 201622 0 49573 PEYTON GRANT 50.00 X 194072 0 61308 GEORGE BELL 50.00 X 291259 0 47684 ERIN ZERINGUE 50.00 X 161193 0 58454 WANDA HUGHES 50.00 X 153026 0 23030 WM PAINE 50.00 X 150405 0 13410 GERARD BARILLEAUX 50.00 X 151658 0 32160 DEBRA JARRETT 50.00 X 143622 0 34257 5234969 782867 861360 16 0 1 0 PER-SE TECHNOLOGIES PO BOX 403421 ATLANTA GA 30384 COLLECTION SERVICES 1320861 GJERSET & LORENZ LLP 2801 VIA FORTUNA 500 AUSTIN TX 78746 LEGAL SERVICES 1258817 ANTHELIO HEALTH SOLUTIONS 5400 LBJ FREEWAY 200 DALLAS TX 75240 I.T. SERVICES 1217206 VENYU TECHNOLOGIES 7127 FLORIDA BLVD BATON ROUGE LA 70806 I.T. SERVICES 929337 WATSON BLANCHE WILSON PO BOX 2995 BATON ROUGE LA 70821 LEGAL SERVICES 550416 15 MANAGEMENT FEE REVENUES 541610 62132122 62132122 MGT FEES - FOR PROFIT COMPANIES 541610 1896353 1896353 64028475 750167 750167 3716421 0 3716421 3716421 3716421 6980792 7046989 -66197 -66197 -66197 68428866 65848543 1896353 683970 90483 90483 4475065 3580052 895013 11850351 9735285 2115066 8000636 6400508 1600128 12497720 9998176 2499544 1136649 960312 176337 942976 754381 188595 96670 77336 19334 60000 48000 12000 46948 37558 9390 2284048 1815238 468810 105705 84564 21141 847348 677878 169470 15242671 12194137 3048534 384717 307774 76943 112926 90341 22585 35593 28474 7119 777709 622167 155542 3340291 2672233 668058 4160257 3328206 832051 EQUIPMENT RENT/MAINTENA 1011115 808895 202220 REIMBURSED EXPENSES 481624 385299 96325 SUPPLIES-OFFICE/OTHER 202887 162310 40577 DUES AND SUBSCRIPTIONS 35803 29044 6759 103442 82752 20690 68323634 54971403 13352231 0 4561762 524185 95436810 83478806 13288 2500 2580953 4570830 96682035 31172124 49156173 65509911 4991614 5483032 14872800 13722280 171613400 173291544 39365619 33242480 41468419 40027929 14185781 14587409 95019819 87857818 X 76593581 85433726 76593581 85433726 171613400 173291544 X 105232 -648304 9383217 X X 0 1 X 1 1 1 X X X 0 0 0 BATON ROUGE GENERAL MEDICAL CTR 721025017 3 1 1 1 54829344 GENERAL HEALTH SYSTEM FOUNDATION 740801335 7 1 1 1 36468 BEHAVIORAL HEALTH INC 720893168 3 1 1 1 0 GENERAL LIVING CENTERS INC 581705626 9 1 1 1 0 4 54865812 1 1 0 1 50 1 0 1 100 0 1 60000 60150 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: PART II-B, LINE 1D & 1E - INTERNAL COMMUNICATIONS TO EMPLOYEES ONLY, INVOLVING LITTLE OR NO DIRECT COST. PART II-B, LINE G - COSTS WERE LIMITED TO IN-TOWN TRAVEL AT MINIMAL DIRECT COST. PART II-B, LINE I - LOBBYING FIRM ENGAGED TO ASSIST IN LEGISLATIVE AND/OR PUBLIC RELATIONS ONLY. 16749309 16749309 35140151 16878228 18261923 131563 131563 0 26909114 14162333 12746781 17751898 17751898 65509911 ACCRUED INTEREST RECEIVABLE 164696 MISCELLANEOUS RENTAL RECEIVABLES 2710768 DEFERRED BOND ISSUE COSTS 204640 GOODWILL,NET 383440 AMOUNTS DUE FROM AFFILIATED ORGANIZATIONS 10258736 13722280 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE SYSTEM FOLLOWS THE PROVISIONS OF THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES TOPIC OF THE FASB ASC. THE SYSTEM RECOGNIZES A THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE INTERPRETATION ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. THE SYSTEM'S TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE SYSTEM'S OPEN AUDIT PERIODS ARE 2010 THROUGH 2012. THERE ARE CURRENTLY NO RETURNS UNDER EXAMINATION. MANAGEMENT EVALUATED THE SYSTEM'S TAX POSITIONS AND CONSIDERED THAT THE SYSTEM HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. 1 1 X 1 X 1 X 1 0 1 1 12471143 67949 12403194 0.03530 42325002 25006238 17318764 0.04930 54796145 25074187 29721958 0.08460 6614 546531 0 546531 0.00160 7 726 9159253 3116623 6042630 0.01720 3 97270 28496749 24213577 4283172 0.01220 447175 16802 430373 0.00120 883714 0 883714 0.00250 10 104610 39533422 27347002 12186420 0.03470 10 104610 94329567 52421189 41908378 0.11930 12500 0 12500 0.00020 12500 0 12500 0.00020 25000 25000 0.00040 0 8371913 96452972 87590234 8862738 X 1 1 1 1 BRGMC - MID CITY AND BLUEBONNET CAMPUSES

8490 PICARDY AVENUE BATON ROUGE LA 70809

X X X X A BRGMC-MID CITY CAMPUS 1 1 X X X X X X X X 12 1 1 1 X X X X X X X X 0 0 1 1 200.000000000000 1 200.000000000000 0 1 1 X X X X X 1 X X X 1 X X X X X X X 1 X 0 1 9 FAMILY HEALTH CENTER

3801 NORTH BLVD BATON ROUGE LA 70806

CLINICAL LOCATION FAMILY HEALTH CENTER-SOUTH

333 LEE DRIVE BATON ROUGE LA 70806

CLINICAL LOCATION BRG SURGICAL ASSOCIATES

3600 FLORIDA BLVD BATON ROUGE LA 70806

CLINICAL LOCATION BRG SURGICAL ASSOCIATES-BLUEBONNET

8595 PICARDY AVE SUITE 235 BATON ROUGE LA 70809

CLINICAL LOCATION BRG ORTHOPEDIC ASSOCIATES

8595 PICARDY AVE SUITE 235 BATON ROUGE LA 70809

CLINICAL LOCATION BRG GASTROENTEROLOGY CENTER

6615 PERKINS ROAD BATON ROUGE LA 70808

CLINICAL LOCATION BRG NEUROLOGY ASSOCIATES

3600 FLORIDA BLVD BATON ROUGE LA 70806

CLINICAL LOCATION MATERNAL-FETAL MEDICINE OF BATON ROUGE

8595 PICARDY AVE SUITE 305 BATON ROUGE LA 70809

CLINICAL LOCATION WOMACK HEART CENTER-VALVE CLINIC

8888 SUMMA AVENUE BATON ROUGE LA 70809

CLINICAL LOCATION PART I, LINES 7A-7K GENERAL HEALTH SYSTEM (GHS) IS THE PARENT COMPANY OF ITS IRC SEC. 501(C)(3) HOSPITAL SUBSIDIARY, BATON ROUGE GENERAL MEDICAL CENTER (BRGMC) #72-1025017. ALL AMOUNTS IN PART I, LINES 7A-7K ARE THOSE OF BRGMC. ALL REFERENCES TO HOSPITAL RELATED OPERATIONS ARE THOSE OF BATON ROUGE GENERAL MEDICAL CENTER, A 526 BED, 2 CAMPUS HOSPITAL SYSTEM. BOTH GHS AND BRGMC PARTICIPATE IN A PARISH-WIDE COMMUNITY BENEFIT REPORT WHICH SUMMARIZES ITS EFFORTS TO IMPROVE THE OVERALL HEALTH AND WELLNESS OF THE GREATER BATON ROUGE AREA. SAID REPORT IS AVAILABLE TO THE GENERAL PUBLIC ON AN AS-REQUESTED BASIS. THE COST-TO-CHARGE RATIO, AS CALCULATED ON BRGMC'S FY 2012 MEDICARE COST REPORT, IS USED AS THE BASIS FOR CALCULATING THE AMOUNTS REPORTED IN PART I, LINES 7A-7D. ACTUAL, DIRECT COSTS WERE USED IN THE CALCULATION OF THE VARIOUS AMOUNTS IN PART I, LINES 7E-7I. NO ADDITION OF UNALLOCATED OVERHEAD COSTS WERE USED ALTHOUGH THE ORGANIZATION FEELS THAT SUCH AN ADDITION WOULD BE JUSTIFIED. PART II: GHS, THROUGH ITS AFFILIATION AND SUPPORT OF MID CITY REDEVELOPMENT ALLIANCE INC. (#72-1196990), PARTICIPATES IN NUMEROUS COMMUNITY BUILDING ACTIVITIES INCLUDING, BUT NOT LIMITED TO, ITS FIXUP! MID CITY, NEIGHBORGRANTS, TOOL LENDING, FREE HOMEBUYER EDUCATION CLASSES, FREE CREDIT COUNSELING CLASSES, FREE FORECLOSURE PREVENTION COUNSELING AND DOWN PAYMENT ASSISTANCE PROGRAMS DESIGNED TO REVITALIZE AND REFURBISH THE DOWNTOWN AND MID CITY BATON ROUGE AREAS. PART III, LINE 9B: BRGMC'S COLLECTION PROCESS POLICY STATES THAT IF A PATIENT CANNOT PAY ANY REMAINING BALANCES IN FULL, THE COLLECTOR IS T0 UTILIZE THE PAYMENT ARRANGEMENT GUIDELINES IN ITS CHARITY CARE POLICY TO APPLY FOR FINANCIAL ASSISTANCE. APPROVAL FOR ASSISTANCE WILL BE BASED ON INCOME, ABILITY TO PAY AND ACCOUNT BALANCE, AMONG OTHER FACTORS. PART III, LINE 2 BAD DEBTS AT COST WAS CALCULATED USING THE ABOVE-REFERENCED COST-TO-CHARGE RATIO FROM THE BRGMC FY 2013 MEDICARE COST REPORT. NO AMOUNT OF THE TAXPAYER'S BAD DEBT EXPENSE WAS ATTRIBUTABLE TO PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE. GHS PERFORMS ANNUAL REVIEWS OF ITS COLLECTION HISTORIES TO DETERMINE THE ACCURACY OF ITS ESTIMATIONS OF BAD DEBT ALLOWANCE AMOUNTS. PART VI, LINE 2: BRGMC SERVES THE NEEDS OF THE COMMUNITY THROUGH ITS COMMITMENT TO EXCEPTIONAL PATIENT CARE, MEDICAL EDUCATION AND RESEARCH. IN ORDER TO IDENTIFY THE HEALTH AND WELLNESS NEEDS OF THE BATON ROUGE AREA, BRGMC PARTICIPATED IN THE MAYOR'S HEALTHY CITY INITIATIVE TO ENCOURAGE BATON ROUGE AREA RESIDENTS TO ADOPT A HEALTHIER AND MORE ACTIVE LIFESTYLE. PARTICIPATING IN THE INITIATIVE INCLUDED, BUT WERE NOT LIMITED TO, BRGMC, THE OFFICE OF MAYOR-PRESIDENT KIP HOLDEN, BLUE CROSS/BLUE SHIELD OF LOUISIANA, THE OFFICE OF US SENATOR MARY LANDRIEU, EBR PARISH PUBLIC SCHOOL SYSTEM, LSU HEALTH SCIENCES CENTER, LA PRIMARY CARE ASSOCIATION, AMERICAN HEART ASSOCIATION, LSU PENNINGTON BIOMEDICAL RESEARCH CENTER AMONG A GROUP OF 25 MAJOR COMMUNITY GROUPS IN THE AREA. COORDINATION AMONG THESE GROUPS SERVED TO COORDINATE THE ASSESSMENT AND AVOID DUPLICATE EFFORTS AND TO INCREASE THE VALUE OF WHAT WE COLLECTIVELY BRING TO THE COMMUNITY HEALTHCARE NEEDS. PART VI, LINE 3: EACH AND EVERY PATIENT IS SCREENED BY PATIENT FINANCIAL SERVICES PERSONNEL, LICENSED SOCIAL WORKERS AND OTHER HEALTH CARE PROFESSIONALS TO DETERMINE ELIGIBILITY FOR STATE AND/OR FEDERAL FINANCIAL ASSISTANCE. SAID ASSISTANCE AS WELL AS ELIGIBILTY FOR BRGMC CHARITY CARE IS ASSESSED WITH THE PATIENT OR THEIR FAMILY MEMBER OR REPRESENTATIVE. OF PRIMARY IMPORTANCE IS THE HEALTH, RECUPERATION AND WELL-BEING OF OUR PATIENTS. PART VI, LINE 4: BRGMC IS THE ONLY COMMUNITY-OWNED, NON-PROFIT HOSPITAL LOCATED IN THE BATON ROUGE AREA. IT CONSISTS OF 2 HOSPITAL CAMPUSES, MID CITY AND BLUEBONNET. MID CITY SERVES THE DOWNTOWN AND SURROUNDING URBAN AREAS OF BATON ROUGE AS WELL AS THE SURROUNDING WEST BATON ROUGE, IBERVILLE, THE FELICIANAS, ST HELENA AND POINTE COUPEE PARISH AREAS. THE BLUEBONNET CAMPUS SERVES THE SOUTHERN AREA OF BATON ROUGE AS WELL AS THE SURROUNDING ASCENSION, LIVINGSTON AND TANGIPAHOA PARISH AREAS WHICH HAVE SEEN ENORMOUS GROWTH IN POPULATION OVER THE LAST 30 YEARS. PART VI, LINE 6: BRGMC IS AN IRC SEC. 501(C)(3) ORGANIZATION, OWNED BY THE TAXPAYER. THE GHS BOARD OF DIRECTORS ALSO SERVE AS THE BOARD FOR BRGMC. THE BOARD CONSISTS OF VARIOUS RESPECTED COMMUNITY LEADERS FROM THE BUSINESS, FINANCE, EDUCATION, GOVERNMENTAL, PHILANTHROPIC AND MEDICAL COMMUNITIES IN THE BATON ROUGE AREA, SERVE WITHOUT COMPENSATION AND PROVIDE A VERY BROAD BASE OF KNOWLEDGE AND EXPERTISE TO THE GOVERNANCE AND MANAGEMENT OF GHS. MEDICAL STAFF PRIVILEGES ARE EXTENDED TO ALL QUALIFIED PHYSICIANS IN THE GREATER BATON ROUGE AREA WHO WISH TO PROVIDE THEIR PATIENTS WITH THE FINEST CARE AND MEDICAL TECHNOLOGY AT THEIR DISPOSAL. IN FURTHERANCE OF ITS COMMITMENT TO PROVIDE THE BEST MEDICAL EDUCATION IN THE REGION, GHS/BRGMC ENTERED INTO AN AFFILIATION AGREEMENT WITH TULANE UNIVERSITY SCHOOL OF MEDICINE TO CREATE A SATELLITE TRAINING CAMPUS FOR ITS MEDICAL STUDENTS. IN MAY 2013, 12 SELECTED STUDENTS (IN MAY 2012, 12 STUDENTS) BEGAN THE PROGRAM DURING WHICH THEY WILL SPEND THEIR 3RD AND 4TH YEAR CLINICAL ROTATIONS AT THE MID CITY CAMPUS. THE BRG PHYSICIANS WILL BE SERVING AS THE STUDENTS' TEACHERS AND MENTORS. THE PROGRAM TITLED "LEAD (LEADERSHIP, EDUCATION, ADVOCACY AND DISCOVERY) ACADEMY" SIGNIFIES THE FIRST TIME TULANE UNIVERSITY SCHOOL OF MEDICINE HAS OPENED A TRAINING FACILITY OUTSIDE OF NEW ORLEANS, LOUISIANA. 1 BATON ROUGE AREA CHAMBER 564 LAUREL ST BATON ROUGE LA 70801 720126959 501C6 58483 GENERAL SUPPORT BATON ROUGE SYMPHONY 7330 HIGHLAND RD BATON ROUGE LA 70808 030469605 501C3 5000 GENERAL SUPPORT MID CITY REDEVELOPMENT ALLIANCE 419 N 19TH ST BATON ROUGE LA 70802 721196990 501C3 25000 GENERAL SUPPORT MAYORS HEALTHY CITY INITIATIVE 222 ST LOUIS ST BATON ROUGE LA 70802 501C3 1000 GENERAL SUPPORT PENNINGTON BIOMEDICAL FOUNDATION 6400 PERKINS RD BATON ROUGE LA 70808 581767810 501C3 1000 GENERAL SUPPORT 3 2 REQUESTS FOR GRANTS OR ASSISTANCE ARE INITIATED AT THE EXECUTIVE LEVEL. AFTER CONSIDERATION AND FORMAL APPROVAL IS GIVEN, REQUESTS FOR DISBURSEMENT ARE EXECUTED AND SENT TO ACCOUNTS PAYABLE FOR PAYMENT. ALL SUPPORTING DOCUMENTATION AND DISBURSEMENT AUTHORIZATION ARE RETAINED FOR A 10 YEAR PERIOD OF TIME. X X X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 VENKAT BANDA MD 0 225000 0 296702 0 226833 0 44000 0 20910 0 813445 0 0 EVELYN HAYES MD BOARD CHAIR 111512 0 0 0 0 0 39472 0 1056 0 152040 0 0 0 WILLIAM HOLMAN 657179 0 241706 0 281107 0 39500 0 17053 0 1236545 0 0 0 DIONNE E VIATOR CPA 397009 0 94813 0 0 0 26985 0 21260 0 540067 0 0 0 EDGARDO TENREIRO 376192 0 43524 0 0 0 81746 0 15881 0 517343 0 0 0 FLOYD ROBERTS MD 352937 0 46955 0 388576 0 22500 0 16701 0 827669 0 0 0 KENDALL JOHNSON CPA 267038 0 28050 0 6884 0 51425 0 11221 0 364618 0 0 0 ANNA CAZES DNS 199784 0 22000 0 10936 0 61000 0 19242 0 312962 0 0 0 PAUL DOUGLAS 216949 0 34694 0 10267 0 34831 0 16701 0 313442 0 0 0 DONALD SHAW 177764 0 19538 0 4320 0 40979 0 8594 0 251195 0 0 0 PEYTON GRANT 162339 0 25968 0 5765 0 41395 0 19913 0 255380 0 0 0 GEORGE BELL 244771 0 34229 0 12259 0 32783 0 14901 0 338943 0 0 0 ERIN ZERINGUE 144643 0 16550 0 0 0 39654 0 18800 0 219647 0 0 0 WANDA HUGHES 140497 0 4213 0 8316 0 7928 0 15102 0 176056 0 0 0 WM PAINE 150405 0 0 0 0 0 0 0 13410 0 163815 0 0 0 GERARD BARILLEAUX 150104 0 1554 0 0 0 18732 0 13428 0 183818 0 0 0 DEBRA JARRETT 136020 0 2038 0 5564 0 17000 0 17257 0 177879 0 0 0 PART I, LINE 1A CERTAIN EMPLOYEE BENEFITS WERE PROVIDED TO THE PRESIDENT/CEO, WERE GROSSED UP TO COVER THE TAX IMPACT. SAID BENEFITS WERE INCLUDED ON FORM W-2 AS COMPENSATION. THE PRESIDENT/CEO OCCASIONALLY TRAVELS FIRST CLASS ON GHS-RELATED BUSINESS TRAVEL. WHEN THE GHS STRATEGIC PLANNING RETREAT IS SCHEDULED AT AN OUT-OF-TOWN VENUE, CERTAIN DIRECTORS AND SENIOR EXECUTIVES' GUESTS TRAVEL COSTS AND INCREMENTAL LODGING COSTS (IF ANY) RESULTING FROM THE TRIP ARE PAID BY THE TAXPAYER. DURING FY 2013, THE GHS PLANNING RETREAT WAS HELD IN DALLAS, TX. PART I, LINE 4B THE PRESIDENT/CEO PARTICIPATES IN A NON-QUALIFIED RETIREMENT PLAN IN ACCORDANCE WITH THE TERMS AND CONDITIONS OF HIS EMPLOYMENT CONTRACT WITH GENERAL HEALTH SYSTEM. ALL EXECUTIVES PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN DESIGNED TO PROVIDE A RETIREMENT SUPPLEMENT. EXECUTIVES MAY DEFER A PRE-TAX PORTION OF THEIR WAGES AND THE ORGANIZATION PROVIDES A PERCENT OF WAGES SUPPLEMENT. THE AMOUNT PROVIDED IS DIRECTED BY THE BOARD AND THE BOARD'S COMPENSATION COMMITTEE BASED ON MARKET DATA PROVIDED BY AN INDEPENDENT BENEFIT CONSULTING FIRM THAT CONDUCTS A REVIEW OF RETIREMENT FUNDING FOR EXECUTIVES IN COMPARABLE HEALTHCARE ORGANIZATIONS. FUNDS DEPOSITED BY THE ORGANIZATION HAVE A RISK OF FORFEITURE TIED TO SOLVENCY, RETENTION AND VESTING. PART I, LINE 7 IN ORDER TO MAKE HEALTHCARE COST EFFECTIVE AND OF THE HIGHEST QUALITY, VARIOUS EXECUTIVES LISTED IN PART VII SECTION A HAD PART OF THEIR COMPENSATION PUT AT RISK AND PAID IN THE FORM OF A PERFORMANCE INCENTIVE BASED UPON A BALANCED SCORECARD THAT FACTORED IN QUALITY, PEOPLE, SERVICE AND FINANCIAL PILLAR RESULTS. SAID INCENTIVE PAYMENTS WERE APPROVED BY THE BOARD'S COMPENSATION COMMITTEE. SUPPLEMENTAL INFORMATION PART III PART II - BOARD MEMBER (BANDA) IS COMPENSATED BY A RELATED, FOR-PROFIT ENTITY IN ACCORDANCE WITH AN EMPLOYMENT CONTRA CONTRACT AS A PRACTICING PHYSICIAN AND PROVIDER OF HOSPITALIST SERVICES. THE PRESIDENT/CEO AND OTHER QUALIFYING EXECUTIVES RECEIVED LUMP SUM PAYMENTS AS THE RESULT OF THE VESTING OF RETIREMENT BENEFITS DEPOSITED ON THEIR BEHALF IN PREVIOUS YEARS. OTHER REPORTABLE COMPENSATION PAID TO PHYSICIAN BOARD MEMBERS INCLUDES MEDICAL PRACTICE INCOME AND CONTRACTUAL PAYMENTS. THE PRESIDENT/CEO (AGE 65) HAD THE FOLLOWING AMOUNT INCLUDED IN PART II COLUMN E TOTALS-$212,677 IN RETIREMENT SUPPLEMENT AND RETIREMENT BENEFIT VESTING ACCUMULATED IN PRIOR YEARS. A LOUISIANA PUBLIC FINANCE AUTHORITY SERIES 2006 BONDS 720895871 2006-12-14 5176879 FUND ACQUISITION OF CAPITAL EQUIPMENT 0 0 0 B LOUISIANA PUBLIC FINANCE AUTHORITY SERIES 2008 BONDS 720895871 2008-01-31 15000000 FUND CONSTRUCTION OF MEDICAL OFFICE BUILDING 0 0 0 C LOUISIANA LOCAL GOVT ENVIRONMENTAL FACILITIES & COMMUNITY DEVELOPMENT AUTHO 721416168 2011-10-01 28000000 FUND CONSTRUCTION OF MEDICAL OFFICE BUILDING 0 0 0 A 5176879 2007 0 0 1 1 B 15000000 2008 0 0 1 1 C 28000000 14917748 2013 0 0 0 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 A 1 M EVANS DAUGHTER OF PRES/CEO 10962 EMPLOYEE COMPENSATION 0 R MORRIS DAUGHTER OF BRD MEMBER 67011 EMPLOYEE COMPENSATION 0 M FRANKLIN SPOUSE OF BRD MEMBER 17689 EMPLOYEE COMPENSATION 0 A TENREIRO SON OF VP/COO 14461 EMPLOYEE COMPENSATION 0 J CAZES SPOUSE OF CNO 165214 EMPLOYEE COMPENSATION 0 KLEINPETER FARMS DAIRY BRD MEMBER 116730 DAIRY PURCHASES 0 VARIOUS FAMILY MEMBERS OF CERTAIN BOARD MEMBERS AND OFFICERS ARE EMPLOYED BY THE TAXPAYER.A BOARD MEMBER (COX) IS AN OWNER/PRINCIPAL OF A VENDOR PROVIDING FOOD PRODUCTS TO THE TAXPAYER'S 501C3 HOSPITAL AFFILIATE'S (BATON ROUGE GENERAL MEDICAL CENTER #72-1025017) NUTRITIONAL CARE DEPARTMENT. ALL GOODS AND SERVICES ARE PROVIDED AT FAIR MARKET VALUES. SCHEDULE R, PAGE 3, LINE 2 GENERAL HEALTH SYSTEM (GHS) PROVIDES CENTRALIZED MANAGEMENT, BANKING & CREDIT MONITORING, ACCOUNTS RECEIVABLE/BILLING AND ACCOUNTS PAYABLE, PAYROLL, ACCOUNTING/TAX, INTERNAL AUDIT AND CORPORATE COMPLIANCE, HUMAN RESOURCE, RISK MANAGEMENT, INSURANCE, BENEFITS MANAGEMENT, LEGAL SERVICES AND INFORMATION TECHNOLOGY SERVICES TO ALL MEMBERS OF THE SYSTEM. ALL MONIES COLLECTED FROM OR SPENT FOR ALL GHS-RELATED ENTITIES ARE DEPOSITED INTO/SPENT FROM CENTRALIZED GHS BANK ACCOUNTS AND ACCOUNTED FOR AS RECEIVED OR DISBURSED. THE ANNUAL NET AMOUNTS OF THESE TRANSACTIONS ARE REFLECTED AS GHS RECEIVABLES/LIABILITIES ON AN ONGOING BASIS. DUE TO THE MASSIVE NUMBER OF TRANSACTIONS DESCRIBED ABOVE, A PROPER, SEGREGATED ACCOUNTING IN A MANNER PROSCRIBED BY SCHEDULE R IS NOT POSSIBLE AT THIS TIME. FORM 990, PART VI, SECTION B, LINE 11 DURING PREPARATION OF THE 990, SENIOR ADMINISTRATIVE AND FINANCE LEADERS ARE CONSULTED TO PROVIDE ANY ADDITIONAL INFORMATION ON CERTAIN, VARIOUS TRANSACTIONS ON AN AS-NEEDED BASIS. UPON COMPLETION OF THE 990 BUT PRIOR TO FILING, SAID LEADERS ARE PROVIDED WITH A DRAFT COPY OF ALL FORMS/SCHEDULES FOR THEIR REVIEW AND COMMENTS. UPON CLEARING ANY REVIEW COMMENTS, REVISED DRAFT COPIES ARE EMAILED TO ALL MEMBERS OF THE BOARD VIA SECURE BOARD NETWORK. THE EXECUTIVE COMMITTEE HAS BEEN TASKED BY THE BOARD TO FULLY REVIEW THE FORM 990 AT THEIR NEXT MEETING AND FORWARD THEIR RECOMMENDATIONS TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C AS PART OF ITS ANNUAL WORK PLAN, THE INTERNAL AUDIT & CORPORATE COMPLIANCE DEPARTMENT ADMINISTERS A MANDATORY ELECTRONIC CONFLICT OF INTEREST (COI) SURVEY THROUGH WHICH ALL LEADERSHIP EMPLOYEES (RANGING FROM SUPERVISORS TO EXECUTIVE MANAGEMENT), GHS FOUNDATION BOARD MEMBERS AND TRUSTEES OF THE ORGANZATION ARE PROMPTED TO TIMELY DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. AFTER THE 2 WEEK COI SURVEY PERIOD IS OVER, MEMBERS OF THE INTERNAL AUDIT & CORPORATE COMPLIANCE DEPARTMENT SORT THROUGH & ORGANIZE ALL SURVEY RESPONSES RECEIVED AND CONDUCT AN INITIAL REVIEW OF ALL DISCLOSURES FLAGGED AS POTENTIAL CONFLICTS AND OBTAINS ADDITIONAL INFORMATION/DOCUMENTATION AS NECESSARY FROM KEY STAKEHOLDERS TO CLARIFY OR RECTIFY (THROUGH APPROPRIATE MITIGATION) ANY CONFLICTS NOTED SO AS TO ENSURE BUSINESS DECISIONS ARE DRIVEN BY THE BEST INTERESTS OF THE ORGANIZATION. UPON COMPLETION, THE CORPORATE COMPLIANCE OFFICER FORMALLY COMMUNICATES CONFLICT RESULTS TO THE CHIEF FINANCIAL OFFICER, CHIEF EXECUTIVE OFFICER AND THE CHAIRMAN OF THE AUDIT/FINANCE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES OVERSEES ALL EXECUTIVE COMPENSATION MATTERS. THE COMMITTEE ENGAGES AN INDEPENDENT THIRD PARTY CONSULTING FIRM TO CONDUCT AN ANNUAL INDEPENDENT MARKET-BASED COMPENSATION REVIEW OF EXECUTIVES IN COMPARABLE HEALTHCARE SYSTEMS AND USES THIS DATA IN DETERMINING REASONABLE AND APPROPRIATE EXECUTIVE COMPENSATION LEVELS. ALL COMPENSATION COMMITTEE MEMBERS ARE INDEPENDENT WITH NO CONFLICT OF INTEREST WITH REGARD TO EXECUTIVE COMPENSATION MATTERS. THE COMPENSATION COMMITTEE CONSIDERS MANY FACTORS IN DETERMINING EXECUTIVE PAY LEVELS. SOME OF THESE FACTORS ARE, BUT ARE NOT LIMITED TO, THE KNOWLEDGE, EXPERIENCE AND COMPETENCIES OF THE EXECUTIVE, PERFORMANCE OF THE EXECUTIVE, AREAS OF RESPONSIBILITY, IMPORTANCE OF EXECUTIVE RETENTION AND PEER CALIBRATION AND TALENT MANAGEMENT RATING. THE COMMITTEE DOCUMENTS ITS DECISIONS AND THE PROCESS IT FOLLOWS IN DETAILED AND CONTEMPORANEOUS MINUTES. IT DILIGENTLY FOLLOWS THE PRESCRIBED PROCESS FOR ESTABLISHING A PRESUMPTION OF REASONABLENESS. FORM 990, PART VI, SECTION C, LINE 19 THE TAXPAYER MAKES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND TAX RETURNS AVAILABLE TO THE GENERAL PUBLIC ON AN AS-REQUESTED BASIS. 990, PART VII, LINE 1A COLUMN D-COMPENSATION PAID TO THE PRESIDENT/CEO INCLUDES A LUMP SUM VESTING PAYMENT OF RETIREMENT BENEFITS EARNED IN PREVIOUS YEARS. COLUMN F-OTHER COMPENSATION TO OFFICERS AND DESIGNATED EXECUTIVES INCLUDES 401K AND DEFERRED COMPENSATION BENEFITS SUBJECT TO FUTURE VESTING. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: EQUITY IN EARNINGS OF SUBSIDIARY 491,419. ADJUSTMENT OF PRIOR YR PENSION SVC COST LIABILITY 8,891,798. 990, PART XII, LINE 2C NO CHANGE IN THE ORGANIZATION'S AUDIT OVERSIGHT PROCESS OR AUDITOR SELECTION PROCESS. THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES IS TASKED WITH THE OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. GENERAL INFO THE GENERAL HEALTH SYSTEM (GHS) BOARD OF TRUSTEES ALSO SERVES AS THE BOARD OF TRUSTEES FOR ITS WHOLLY-OWNED, 501C3 HOSPITAL AFFILIATE, BATON ROUGE GENERAL MEDICAL CENTER EIN 72-1025017 BATON ROUGE GENERAL MEDICAL CENTER 8585 PICARDY AVENUE BATON ROUGE LA 70809 721025017 HOSPITAL LA 501(C)(3) 3 N/A 0 GENERAL HEALTH SYSTEM FOUNDATION 8585 PICARDY AVENUE BATON ROUGE LA 70809 740801335 FOUNDATION LA 501(C)(3) 11 N/A 0 BEHAVIORAL HEALTH INC 8585 PICARDY AVENUE BATON ROUGE LA 70809 720893168 DORMANT CORP. 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