NOTRE DAME HEALTH SYSTEM: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NOTRE DAME HEALTH SYSTEM (EIN 72-0786847)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-09
- IRS object ID
- 201441299349301774
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-09T13:49:22-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721088864 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPORTE APAC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 VETERANS MEMORIAL BLVD SUITE | AddressLine1 |
| Address Line2 | 600 | AddressLine2 |
| City | METAIRIE | City |
| State | LA | State |
| ZIP Code | 700054958 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720786847 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHATEAU DE NOTRE DAME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAT | NameControl |
| Phone | 5042273600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 HOWARD AVENUE 10TH FLOOR | AddressLine1 |
| City | NEW ORLEANS | City |
| State | LA | State |
| ZIP Code | 70113 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WAYNE PLAISANCE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5042273600 | Phone |
| Date Signed | 2014-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY E WALTERS CPA CCIFP | Name |
| PTIN | P01078383 | PTIN |
| Phone | 5048355522 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | WAYNE PLAISANCE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 HOWARD AVENUE 10TH FLOOR | AddressLine1 |
| City | NEW ORLEANS | City |
| State | LA | State |
| ZIP Code | 70113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 31370730 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CDND.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | LA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE NURSING HOME FACILITIES, RESIDENTIAL HOUSING, HOSPICE, AND RELATED SUPPORTIVE FACILITIES AND SERVICES FOR ELDERLY PERSONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 428 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 196860 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 194403 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18737560 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 30952263 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 628 | InvestmentIncomePriorYear |
| Investment Income Current Year | -4754 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 113244 | OtherRevenuePriorYear |
| Other Revenue Current Year | 219203 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19048292 | TotalRevenuePriorYear |
| Total Revenue Current Year | 31361115 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10215061 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17522154 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 124869 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9104792 | OtherExpensePriorYear |
| Other Expenses Current Year | 14864910 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 19319853 | TotalExpensesPriorYear |
| Total Expenses Current Year | 32387064 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -271561 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1025949 | RevenuesLessExpensesCY |
| Total Assets BOY | 26915708 | TotalAssetsBOY |
| Total Assets EOY | 38256755 | TotalAssetsEOY |
| Total Liabilities BOY | 23704103 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22501611 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3211605 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15755144 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE NURSING HOME FACILITIES, RESIDENTIAL HOUSING, HOSPICE AND RELATED SUPPORTIVE SERVICES AND FACILITIES FOR ELDERLY PERSONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 19434702 | Expense |
| Revenue | 23920457 | Revenue |
| Description | CHATEAU DE NOTRE DAME OPERATES SKILLED NURSING FACILITIES WITH A TOTAL OF 359 DUALLY LICENSED MEDICARE AND MEDICAID BEDS. THE CHATEAU DE NOTRE DAME FACILITY ("CHATEAU") IS LICENSED FOR 171 BEDS AND THE WYNHOVEN HEALTH CARE CENTER FACILITY ("WYNHOVEN") IS LICENSED FOR 188 BEDS. DURING THE YEAR, AN AVERAGE DAILY CENSUS OF 22.51 SKILLED PATIENTS AT THE CHATEAU FACILITY AND 17.75 AT THE WYNHOVEN FACILITY RECEIVED PHYSICAL, OCCUPATIONAL, AND SPEECH REHABILITATION THERAPY AS PRESCRIBED FOR THE INDIVIDUAL PATIENT BY THE ATTENDING PHYSICIAN. CUSTODIAL CARE AND HOSPICE SERVICES ARE ALSO PROVIDED AT CHATEAU AND WYNHOVEN. BOTH FACILITIES STRONGLY PROMOTE THE PHILOSOPHY THAT MENTAL AND PHYSICAL ACTIVITY IS IMPERATIVE TO MAXIMIZING QUALITY OF LIFE. IN KEEPING WITH THIS PHILOSOPHY, RESIDENTS ARE ENCOURAGED TO PARTICIPATE IN THE MANY INDIVIDUAL AND GROUP ACTIVITIES OFFERED AT THE FACILITIES WHICH INCLUDE BINGO, GAMES, READING, PARTIES, MOVIES, AND ARTS AND CRAFTS. RESIDENTS ARE ALSO STRONGLY ENCOURAGED TO EXERCISE AND STRENGTHEN THEIR FAITH LIVES BY PARTICIPATING IN THE FACILITIES' SUPPORTIVE SPIRITUAL ENVIRONMENT WHICH IS DEEPLY ROOTED IN CATHOLIC FAITH AND TRADITION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4630528 | Expense |
| Revenue | 4349025 | Revenue |
| Description | NOTRE DAME HOSPICE STRIVES TO PROVIDE EXCEPTIONAL CLINICAL, SOCIAL AND PASTORAL SERVICES TO PATIENTS AND THEIR FAMILIES FACED WITH A LIFE-LIMITING ILLNESS. NOTRE DAME HOSPICE IS MISSION BASED AND SEEKS TO PROVIDE QUALITY, COMPASSIONATE HEALTH CARE AND SUPPORT SERVICES IN A CHRISTIAN ENVIRONMENT WHICH RESPECTS THE UNIQUENESS OF EACH PERSON, PROMOTES AND ENHANCES THE QUALITY OF LIFE, AND PRESERVES DIGNITY IN LIFE, ILLNESS AND DEATH. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2281524 | Expense |
| Revenue | 2898406 | Revenue |
| Description | CHATEAU DE NOTRE DAME OPERATES ASSISTED LIVING APARTMENTS. THE COMPLEX CONSISTS OF 100 APARTMENTS WHICH ARE RENTED UNDER PRIVATE PAY LEASE AGREEMENTS. THE AVERAGE DAILY CENSUS WAS 96.65 RESIDENTS FOR THE YEAR. THE APARTMENTS ARE SEPARATE FROM THE NURSING HOME BUT SHARE THE SAME CAMPUS. RESIDENTS ARE ABLE TO SELECT ASSISTED LIVING SERVICES AT VARYING LEVELS WHICH INCLUDE DINING, HOUSEKEEPING, BASIC MEDICATION PASS, AND PERSONAL CARE SERVICES. RESIDENTS ARE ALSO ABLE TO UTILIZE THE PHYSICAL, OCCUPATIONAL, AND SPEECH REHABILITATIVE THERAPIES THAT ARE OFFERED AT THE SKILLED NURSING FACILITY IF SUCH SERVICES ARE PRESCRIBED FOR RESIDENTS BY THEIR PERSONAL PHYSICIANS. AS WITH THE NURSING HOME PATIENTS, THE APARTMENT RESIDENTS ARE ENCOURAGED TO PARTICIPATE IN THE MANY INDIVIDUAL AND GROUP ACTIVITIES OFFERED AT THE APARTMENTS WHICH INCLUDE BINGO, GAMES, READING, PARTIES, MOVIES, VARIOUS OUTINGS AND ARTS AND CRAFTS. RESIDENTS ARE ALSO STRONGLY ENCOURAGED TO EXERCISE AND STRENGTHEN THEIR FAITH LIVES BY PARTICIPATING IN THE FACILITY'S SUPPORTIVE SPIRITUAL ENVIRONMENT WHICH IS DEEPLY ROOTED IN CATHOLIC FAITH AND TRADITION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 26346754 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 85 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 428 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHATEAU DE NOTRE DAME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5042273600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 HOWARD AVENUE 10TH FLOOR | AddressLine1 |
| City | NEW ORLEANS | City |
| State | LA | State |
| ZIP Code | 70113 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| SISTER ANTHONY BARCZYKOWSKI DC | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DR MARIO CALONJE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SISTER ANN LACOUR MSC | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN ECKHOLDT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WAYNE PLAISANCE | ||||||
| CEO | 40.00 | X | 150469 | 0 | 14361 | X |
| BARBARA FLEISCHER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DR KATHLEEN KENNEDY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STANTON SALATHE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ELLIE TINTO-POITIER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| VINCE VASTOLA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| VM WHEELER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HENRY CUROLE | ||||||
| CFO | 40.00 | 88925 | 0 | 11207 | X | |
| JEFFREY TULLY | ||||||
| VICE PRESIDENT | 40.00 | 92962 | 0 | 8776 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 332356 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 34344 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TRITON INVESTMENTS LLC | |||||
| 8128 FLORIDA BLVD | DENHAM SPRINGS | LA | 70726 | THERAPY SERVICES | 1300822 |
| DL DAIGLE & CO LLC | |||||
| 2233 PIEDMONT STREET SUITE B | KENNER | LA | 70062 | CONSTRUCTION | 169119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Government Grants | 152833 | GovernmentGrants |
| All Other Contributions | 41570 | AllOtherContributions |
| Total Contributions | 194403 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICARE/MEDICAID PAYMENTS | 623000 | 18294916 | 18294916 |
| NURSING HOME | 623000 | 5209171 | 5209171 |
| HOSPICE | 623000 | 4349025 | 4349025 |
| ASSISTED LIVING | 623000 | 2898406 | 2898406 |
| RENTAL OF DURABLE MEDICAL EQUIPME | 623000 | 200745 | 200745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 30952263 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4832 | TotalRevenueColumn |
| Exclusion | $4,832 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3578 | TotalRevenueColumn |
| Exclusion | $3,578 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 9615 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29 | Securities |
| Other | -9615 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -9586 | TotalRevenueColumn |
| Exclusion | -$9,586 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| INSURANCE REIMBURSEMENT | 900099 | 190920 | 190920 |
| MISCELLANEOUS INCOME | 900099 | 24705 | 24705 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 215625 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31361115 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31167888 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$1,176 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376907 | Total |
| Program Services | 376907 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14584163 | Total |
| Program Services | 12853096 | ProgramServices |
| Management And General | 1637149 | ManagementAndGeneral |
| Fundraising | 93918 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1451413 | Total |
| Program Services | 1252224 | ProgramServices |
| Management And General | 187307 | ManagementAndGeneral |
| Fundraising | 11882 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1109671 | Total |
| Program Services | 985031 | ProgramServices |
| Management And General | 117284 | ManagementAndGeneral |
| Fundraising | 7356 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49186 | Total |
| Management And General | 49186 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62831 | Total |
| Management And General | 62831 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1379471 | Total |
| Program Services | 909996 | ProgramServices |
| Management And General | 469447 | ManagementAndGeneral |
| Fundraising | 28 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 447479 | Total |
| Management And General | 446735 | ManagementAndGeneral |
| Fundraising | 744 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1059411 | Total |
| Program Services | 947543 | ProgramServices |
| Management And General | 111868 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 310163 | Total |
| Program Services | 263575 | ProgramServices |
| Management And General | 44192 | ManagementAndGeneral |
| Fundraising | 2396 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 991419 | Total |
| Management And General | 991419 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1517664 | Total |
| Program Services | 1517664 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 434111 | Total |
| Management And General | 434111 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MEDICAL COSTS | 3996397 | 3996397 | ||
| SUPPLIES | 1437048 | 1334130 | 97116 | 5802 |
| FOOD | 1282696 | 1282696 | ||
| BAD DEBTS | 1055242 | 1055242 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 841792 | Total |
| Program Services | 627495 | ProgramServices |
| Management And General | 211554 | ManagementAndGeneral |
| Fundraising | 2743 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32387064 | Total |
| Program Services | 26346754 | ProgramServices |
| Management And General | 5915441 | ManagementAndGeneral |
| Fundraising | 124869 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 660878 | BOY |
| EOY | 2109341 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3312977 | BOY |
| EOY | 3442330 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 18578 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55958 | BOY |
| EOY | 111621 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129717 | BOY |
| EOY | 155241 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 47831617 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 17344271 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20830237 | BOY |
| EOY | 30487346 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57371 | BOY |
| EOY | 58838 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1868570 | BOY |
| EOY | 1873460 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26915708 | BOY |
| EOY | 38256755 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5286575 | BOY |
| EOY | 2273045 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3968 | BOY |
| EOY | 3968 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17441303 | BOY |
| EOY | 20105805 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 65754 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 972257 | BOY |
| EOY | 53039 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23704103 | BOY |
| EOY | 22501611 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3211605 | BOY |
| EOY | 15755144 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3211605 | BOY |
| EOY | 15755144 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26915708 | BOY |
| EOY | 38256755 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1025949 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1175 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 13568313 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 145726 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1533877 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32815 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 196860 | CurrentTaxYearMinus1Year |
| Current Tax Year | 194403 | CurrentTaxYear |
| Total | 2103681 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10483698 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13227448 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15979559 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18737560 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30952263 | CurrentTaxYear |
| Total | 89380528 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10629424 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14761325 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16012374 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18934420 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31146666 | CurrentTaxYear |
| Total | 91484209 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 91484209 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 49036 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31405 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33064 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31492 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32215 | CurrentTaxYear |
| Total | 177212 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 49036 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31405 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33064 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31492 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32215 | CurrentTaxYear |
| Total | 177212 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2552402 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 500712 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 375787 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 82380 | CurrentTaxYearMinus1Year |
| Current Tax Year | 191820 | CurrentTaxYear |
| Total | 3703101 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13230862 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15293442 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16421225 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19048292 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31370701 | CurrentTaxYear |
| Total | 95364522 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95930 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.92790 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00190 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00430 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2008 AMOUNT: $ 2,552,402. 2009 AMOUNT: $ 500,712. 2010 AMOUNT: $ 375,787. 2011 AMOUNT: $ 82,380. 2012 AMOUNT: $ 191,820. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11556 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1467 | InvestmentEarningsOrLosses |
| End Of Year Balance | 13023 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11505 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 51 | InvestmentEarningsOrLosses |
| End Of Year Balance | 11556 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9561 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1944 | InvestmentEarningsOrLosses |
| End Of Year Balance | 11505 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8321 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1240 | InvestmentEarningsOrLosses |
| End Of Year Balance | 9561 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10218 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1897 | InvestmentEarningsOrLosses |
| End Of Year Balance | 8321 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1922593 | InvestmentCostOrOtherBasis |
| Book Value | 1922593 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 32814880 | InvestmentCostOrOtherBasis |
| Depreciation | 11037509 | Depreciation |
| Book Value | 21777371 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 160736 | InvestmentCostOrOtherBasis |
| Depreciation | 33272 | Depreciation |
| Book Value | 127464 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 8717882 | InvestmentCostOrOtherBasis |
| Depreciation | 3814577 | Depreciation |
| Book Value | 4903305 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 4215526 | InvestmentCostOrOtherBasis |
| Depreciation | 2458913 | Depreciation |
| Book Value | 1756613 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 30487346 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFUNDABLE DEPOSITS | Description |
| Amount | $53,039 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 53039 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 44930603 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1175 | NetUnrealizedGainsInvestments |
| Other Revenues | 13568313 | OtherRevenues |
| Revenue Not Rptd F990 | 13569488 | RevenueNotRptdF990 |
| Revenue Subtotal | 31361115 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 31361115 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 32387064 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 32387064 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 32387064 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | RESIDENTS OF THE SKILLED NURSING FACILITIES WHOSE CARE IS PAID FOR THROUGH THE LA MEDICAID PROGRAM AS ADMINISTERED BY THE LA DEPT. OF HEALTH AND HOSPITALS DESIGNATE THE FACILITY AS BEING THEIR REPRESENTATIVE PAYEE FOR THEIR SOCIAL SECURITY OR OTHER RETIREMENT BENEFITS. EACH MONTH, REPRESENTATIVE PAYEE FUNDS ARE TRANSFERRED DIRECTLY TO THE CUSTODY OF THE FACILITY TO PAY FOR THE CARE OF LA MEDICAID RESIDENTS. THESE FUNDS ARE HELD IN TRUST IN A SEPARATE INTEREST BEARING BANK ACCOUNT AND ARE NOT COMMINGLED WITH FACILITY FUNDS. INTEREST IS ALLOCATED TO EACH RESIDENT'S ACCOUNT BASED UPON THE PRORATED BALANCES AT THE END OF THE MONTH. THE RESIDENT TRUST ACCOUNTS ARE MAINTAINED IN ACCORDANCE WITH THE LA STATE STATUTE GOVERNING FUNDS ESTABLISHED FOR THIS PURPOSE. LA MEDICAID ANALYZES EACH RESIDENT'S INCOME TO DETERMINE THE PORTION OF THE NURSING HOME BILL FOR WHICH THE RESIDENT IS RESPONSIBLE. THE ANALYSIS ALLOWS EACH RESIDENT TO RETAIN $38 PER MONTH FOR PERSONAL EXPENSES AND TO RETAIN ENOUGH FUNDS TO PAY FOR INSURANCE POLICIES OWNED BY THE RESIDENT. THE DIFFERENCE IS DESIGNATED AS THE RESIDENT LIABILITY PORTION OF THE RESIDENT'S BILL BASED UPON THE LA MEDICAID RATE CHARGED BY THE FACILITY FOR ROOM AND BOARD. EACH MONTH, THE FACILITY IS PAID ITS RESIDENT LIABILITY PORTION OF THE BILL FROM THE RESIDENT TRUST ACCOUNT. THE REMAINDER OF THE FUNDS ARE PAID TOWARDS EACH RESIDENT'S PERSONAL EXPENSES. THE RESIDENTS ON MEDICAID CENSUS ACCOUNT FOR THE MAJORITY OF THOSE WHO HAVE RESIDENT TRUST ACCOUNT. HOWEVER, ANY RESIDENT OF THE SKILLED NURSING FACILITY MAY OPEN A RESIDENT TRUST ACCOUNT TO FACILITATE ACCESS TO FUNDS. UPON DISCHARGE FROM THE FACILITY, THE RESIDENT'S ACCOUNT IS ANALYZED, AND ANY AMOUNT OWED TO THE FACILITY WHICH IS THE RESPONSIBILITY OF THE RESIDENT IS APPLIED TO THE RESIDENT'S ACCOUNTS RECEIVABLE BALANCE. ANY REMAINING FUNDS ARE REFUNDED TO THE RESIDENT OR HIS ESTATE AS APPLICABLE. | |
| PART V, LINE 4: | THE BOARD-DESIGNATED ENDOWMENT IS A GENERAL ENDOWMENT FUND TO SUPPORT THE MISSION OF THE ORGANIZATION. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | CHATEAU IS EXEMPT FROM INCOME TAX UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). CHATEAU FOLLOWS THE PROVISIONS OF THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION, WHICH CLARIFIES THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN CHATEAU'S INCOME TAX RETURNS. CHATEAU RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE. ALL TAX RETURNS HAVE BEEN APPROPRIATELY FILED BY CHATEAU. CHATEAU RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE. CHATEAU'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. CHATEAU'S OPEN AUDIT PERIODS ARE 2010 - 2012. MANAGEMENT EVALUATED CHATEAU'S TAX POSITIONS AND CONCLUDED THAT CHATEAU HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| TRANSFER OF ASSETS FROM WYNHOVEN HEALTH CARE CENTER 13,568,306. ROUNDING 7. | PART XI, LINE 2D - OTHER ADJUSTMENTS: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WAYNE PLAISANCE | NamePerson |
| Title | CEO | Title |
| Base Compensation Filing Org | 150469 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 14361 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 164830 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS THREE MEMBERS. THE ENTITY IS ORGANIZED AND OPERATED EXCLUSIVELY ON A NON-STOCK BASIS, AND THERE IS ONLY ONE CLASS OF MEMBERSHIP. THE MEMBERS CONSIST OF THE ARCHIBISHOP OR ADMINISTRATOR OF THE ARCHDIOCESE OF NEW ORLEANS, WHO IS AN EX-OFFICIO MEMBER AND SERVES AS PRESIDENT OF THE CORPORATION. TWO ADDITIONAL MEMBERS ARE TO BE APPOINTED BY THE ARCHBISHOP OR ADMINISTRATOR OF THE ARCHDIOCESE OF NEW ORLEANS AT HIS OPTION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH OF THE THREE MEMBERS IS ENTITLED TO ONE VOTE. MEMBERS ELECT THE BOARD OF DIRECTORS. MEMBERS OR THE BOARD HAVE THE POWER TO MAKE AND PASS BY-LAWS GOVERNING THE AFFAIRS OF THE CORPORATION. MEMBERS ALSO ELECT THE OFFICERS OF THE CORPORATION. | |
| FORM 990, PART VI, SECTION A, LINE 7B | YES. THE MEMBERS OF THE CORPORATION ELECT THE BOARD OF DIRECTORS AND HAVE THE POWER TO MAKE AND PASS BY-LAWS GOVERNING THE AFFAIRS OF THE CORPORATION. THE BOARD OF DIRECTORS, AS DISTINGUISHED FROM THE MEMBERS OF THE CORPORATION, MAY BORROW MONEY, PURCHASE IMMOVABLE PROPERTY, OR SELL, LEASE, ENCUMBER, OR OTHERWISE ALIENATE ANY OF THE IMMOVABLE PROPERTY BELONGING TO THIS CORPORATION WITHOUT OBTAINING THE APPROVAL OR A RESOLUTION AUTHORIZING THE SAME BY THE MEMBERS AS CONTRADISTINGUISHED FROM THE BOARD, BUT THE AFOREMENTIONED ACTIONS MUST HAVE THE APPROVAL OF THE ARCHBISHOP OR ADMINISTRATOR OF THE ARCHDIOCESE OF NEW ORLEANS. THE FINANCE COUNCIL (THE COUNCIL) OF THE ARCHDIOCESE OF NEW ORLEANS CONVENES ON A REGULAR BASIS IN THE PRESENCE OF THE ARCHBISHOP. THE CURRENT PRACTICE OF THE ORGANIZATION IS TO BRING THE AFOREMENTIONED ITEMS BEFORE THE COUNCIL AND THE ARCHBISHOP FOR DISCUSSION, REVIEW, AND APPROVAL. THE DECISION OF THE ARCHBISHOP IS THEN COMMUNICATED TO THE CEO OF CHATEAU DE NOTRE DAME. | |
| FORM 990, PART VI, SECTION B, LINE 11 | AUDITS ARE PRESENTED TO THE BOARD ANNUALLY. IT IS THE ORGANIZATION'S CURRENT PRACTICE TO ALSO PRESENT THE AUDIT TO THE FINANCE COUNCIL OF THE ARCHDIOCESE OF NEW ORLEANS. THE FORM 990 IS PRESENTED TO CHATEAU'S BOARD. THE ARCHDIOCESE OF NEW ORLEANS RECEIVES A COPY OF THE FORM 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH EMPLOYEE OF THE ARCHDIOCESE OF NEW ORLEANS, ITS AGENCIES, OR ITS AFFILIATES, IS REQUIRED TO FULLY DISCLOSE ANY RELATIONSHIP OR SITUATION THAT MAY GIVE RISE TO A POTENTIAL CONFLICT OR THE APPEARANCE OF A CONFLICT OF INTEREST. DISCLOSURE FORMS ARE SENT TO THE HEAD OF THE AFFECTED ENTITY, AGENCY, AND/OR PARISH, AND COPIES ARE FORWARDED TO THE EXECUTIVE DIRECTOR. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ARCHDIOCESE, THROUGH ITS REPRESENTATIVE, SR. ANTHONY (REPRESENTS MEMBER CORPORATION) COORDINATES ANNUAL EVALUATIONS BASED ON ESTABLISHED GOALS, COMPARES SALARIES WITH OTHER ARCHDIOCESE MINISTRIES, AND ENSURES COMPLIANCE WITH ARCHDOICESE POLICIES RELATING TO COMPENSATION. THE CEO HAS SET THE RATES FOR ALL EMPLOYEE COMPENSATION BASED ON THE ORGANIZATION'S BUDGET. THE CEO SPOKE WITH OTHER INDIVIDUALS IN SIMILAR FIELDS TO DETERMINE THE COMPENSATION RATES. BOARD MEMBERS ARE NOT COMPENSATED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THIS FORM AS WELL AS VARIOUS POLICIES ARE ALSO MADE AVAILABLE TO THE THE GENERAL PUBLIC UPON REQUEST. | |
| FORM 990, PART VI: | CHATEAU DE NOTRE DAME OFFICIALLY ADOPTED A CONFLICT OF INTEREST POLICY ON MARCH 14, 2013. ALL OFFICERS AND DIRECTORS ARE REQUIRED TO ANNUALLY SIGN A DISCLOSURE STATEMENT NOTING ANY INTERESTS THAT MAY GIVE RISE TO CONFLICTS. THE ORGANIZATION IS CURRENTLY IN THE PROCESS OF DEVELOPING BOTH A WHISTLEBLOWER POLICY AND A DOCUMENT RETENTION POLICY. | ORGANIZATIONAL POLICIES |
| FORM 990, PART XI, LINE 9: | ROUNDING ADJUSTMENT 7. TRANSFER OF ASSETS FROM WYNHOVEN HEALTH CARE CENTER 13,568,306. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | |
| DISCLOSURE OF MERGER WITH WYNHOVEN HEALTH CARE CENTER | EFFECTIVE JULY 3, 2012, CHATEAU DE NOTRE DAME MERGED WITH WYNHOVEN HEALTH CARE CENTER [EIN 72-1007045]. CHATEAU ACQUIRED ALL OF WYNHOVEN'S ASSETS AND ASSUMED ALL OF WYNHOVEN'S LIABILITIES. ADDITIONALLY, WYNHOVEN'S EMPLOYEES BECAME EMPLOYEES OF CHATEAU POST MERGER. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| ROMAN CATHOLIC CHURCH OF THE ARCHDIOCESE OF NEW ORLEANS | ||||||||||
| 7887 WALMSLEY AVE | NEW ORLEANS | LA | 70125 | 720408966 | CHURCH | LA | 501(C)(3) | LINE 1 | N/A | 0 |
| WYNHOVEN HEALTH CARE CENTER | ||||||||||
| 1050 MEDICAL CENTER BLVD | MARRERO | LA | 70072 | 721007045 | NURSING HOME | LA | 501(C)(3) | LINE 9 | N/A | 0 |
| THE CATHOLIC FOUNDATION OF THE ARCHDIOCESE OF NEW ORLEANS | ||||||||||
| 1000 HOWARD AVENUE | NEW ORLEANS | LA | 70113 | 720840256 | CHURCH | LA | 501(C)(3) | LINE 1 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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