2014-05-09T13:49:22-05:00 2013-06-30 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD SUITE 600 METAIRIE LA 700054958 990 2012-07-01 720786847 CHATEAU DE NOTRE DAME CHAT 5042273600 1000 HOWARD AVENUE 10TH FLOOR NEW ORLEANS LA 70113 WAYNE PLAISANCE 5042273600 2014-05-07 1 AMY E WALTERS CPA CCIFP P01078383 5048355522 2012 2015-11-30 17:44:51Z X WAYNE PLAISANCE 1000 HOWARD AVENUE 10TH FLOOR NEW ORLEANS LA 70113 31370730 0 0928 X WWW.CDND.ORG X 1975 LA TO PROVIDE NURSING HOME FACILITIES, RESIDENTIAL HOUSING, HOSPICE, AND RELATED SUPPORTIVE FACILITIES AND SERVICES FOR ELDERLY PERSONS. 11 10 428 100 0 0 196860 194403 18737560 30952263 628 -4754 113244 219203 19048292 31361115 0 0 0 0 10215061 17522154 0 0 124869 9104792 14864910 19319853 32387064 -271561 -1025949 26915708 38256755 23704103 22501611 3211605 15755144 X TO PROVIDE NURSING HOME FACILITIES, RESIDENTIAL HOUSING, HOSPICE AND RELATED SUPPORTIVE SERVICES AND FACILITIES FOR ELDERLY PERSONS. 0 0 19434702 23920457 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. 4630528 4349025 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. 2281524 2898406 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. 26346754 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 85 0 1 428 1 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 1 1 0 X CHATEAU DE NOTRE DAME 5042273600 1000 HOWARD AVENUE 10TH FLOOR NEW ORLEANS LA 70113 SISTER ANTHONY BARCZYKOWSKI DC 1.00 X 0 0 0 DR MARIO CALONJE 1.00 X 0 0 0 SISTER ANN LACOUR MSC 1.00 X 0 0 0 JOHN ECKHOLDT 1.00 X 0 0 0 WAYNE PLAISANCE 40.00 X X 150469 0 14361 BARBARA FLEISCHER 1.00 X 0 0 0 DR KATHLEEN KENNEDY 1.00 X 0 0 0 STANTON SALATHE 1.00 X 0 0 0 ELLIE TINTO-POITIER 1.00 X 0 0 0 VINCE VASTOLA 1.00 X 0 0 0 VM WHEELER 1.00 X 0 0 0 HENRY CUROLE 40.00 X 88925 0 11207 JEFFREY TULLY 40.00 X 92962 0 8776 332356 0 34344 1 0 1 0 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 2 152833 41570 194403 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 30952263 4832 4832 3578 3578 29 0 9615 29 -9615 -9586 -9586 INSURANCE REIMBURSEMENT 900099 190920 190920 MISCELLANEOUS INCOME 900099 24705 24705 215625 31361115 31167888 0 -1176 376907 376907 14584163 12853096 1637149 93918 1451413 1252224 187307 11882 1109671 985031 117284 7356 49186 49186 62831 62831 1379471 909996 469447 28 447479 446735 744 1059411 947543 111868 310163 263575 44192 2396 991419 991419 1517664 1517664 434111 434111 MEDICAL COSTS 3996397 3996397 SUPPLIES 1437048 1334130 97116 5802 FOOD 1282696 1282696 BAD DEBTS 1055242 1055242 841792 627495 211554 2743 32387064 26346754 5915441 124869 660878 2109341 3312977 3442330 18578 55958 111621 129717 155241 47831617 17344271 20830237 30487346 57371 58838 1868570 1873460 26915708 38256755 5286575 2273045 3968 3968 17441303 20105805 65754 972257 53039 23704103 22501611 X 3211605 15755144 3211605 15755144 26915708 38256755 X -1025949 1175 13568313 X X 0 1 X 1 0 X 145726 1533877 32815 196860 194403 2103681 10483698 13227448 15979559 18737560 30952263 89380528 10629424 14761325 16012374 18934420 31146666 91484209 0 0 0 91484209 49036 31405 33064 31492 32215 177212 49036 31405 33064 31492 32215 177212 2552402 500712 375787 82380 191820 3703101 13230862 15293442 16421225 19048292 31370701 95364522 0.95930 0.92790 0.00190 0.00430 X 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 11556 1467 13023 11505 51 11556 9561 1944 11505 8321 1240 9561 10218 -1897 8321 1.00000 0 0 1922593 1922593 32814880 11037509 21777371 160736 33272 127464 8717882 3814577 4903305 4215526 2458913 1756613 30487346 REFUNDABLE DEPOSITS 53039 53039 X 44930603 1175 13568313 13569488 31361115 0 31361115 32387064 0 32387064 0 32387064 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE BOARD-DESIGNATED ENDOWMENT IS A GENERAL ENDOWMENT FUND TO SUPPORT THE MISSION OF THE ORGANIZATION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: TRANSFER OF ASSETS FROM WYNHOVEN HEALTH CARE CENTER 13,568,306. ROUNDING 7. X X X 0 0 0 0 0 0 0 0 0 WAYNE PLAISANCE 150469 0 0 0 0 0 0 0 14361 0 164830 0 0 0 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. ORGANIZATIONAL POLICIES 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ROUNDING ADJUSTMENT 7. TRANSFER OF ASSETS FROM WYNHOVEN HEALTH CARE CENTER 13,568,306. 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. 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 0 0 1 0 1 0 0 0 0 0 1 0 1 0 0 1 0 0 0