ADVISEWELL INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ADVISEWELL INC (EIN 72-1081340)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-11
IRS object ID
201303169349302100
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

FieldValueIRS element (for citing)
Timestamp2013-11-11T11:42:33-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN721202445EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1POSTLETHWAITE & NETTERVILLEBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line18550 UNITED PLAZA BLVD SUITE 1001AddressLine1
CityBATON ROUGECity
StateLAState
ZIP Code70809ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN721081340EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1EQHEALTH SOLUTIONS INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlEQHENameControl
Phone2259266353Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line18591 UNITED PLAZA BLVD NO 270AddressLine1
CityBATON ROUGECity
StateLAState
ZIP Code708097018ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePATRICK TULLIER CFOName
TitleCFOTitle
Phone2259266353Phone
Date Signed2013-11-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRALPH STEPHENSName
PTINP00638118PTIN
Phone2259224600Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonPATRICK TULLIERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line18591 UNITED PLAZA BKVDAddressLine1
CityBATON ROUGECity
StateLAState
ZIP Code70809ZIPCode
FieldValueIRS element (for citing)
Gross Receipts39134152GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.EQHEALTHSOLUTIONS.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1988YearFormation
State Legal DomicileLAStateLegalDomicile
Activity Or Mission DescriptionTO IMPROVE THE QUALITY OF HEALTH AND HEALTH CARE BY USING INFORMATION AND COLLABORATIVE RELATIONSHIPS TO ENABLE CHANGES. SIGNIFICANT ACTIVITIES INCLUDE PROVIDING QUALITY IMPROVEMENT, REVIEW, AND ASSURANCE SERVICES FOR HEALTH PROGRAMS ADMINISTERED BY GOVERNMENTAL AND PRIVATE ORGANIZATIONS. EQHEALTH SOLUTIONS RECEIVES A SUBSTANTIAL PART OF ITS FUNDING FROM FEDERAL AND STATE GOVERNMENTAL CONTRACTS TO BENEFIT PUBLIC HEALTH.ActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members6NbrIndependentVotingMembers
Total Nbr Employees462TotalNbrEmployees
Total Nbr Volunteers40TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year29630977ProgramServiceRevenuePriorYear
Program Service Revenue CY36365069ProgramServiceRevenueCY
Investment Income Prior Year166289InvestmentIncomePriorYear
Investment Income Current Year15041InvestmentIncomeCurrentYear
Other Revenue Prior Year2588717OtherRevenuePriorYear
Other Revenue Current Year2754042OtherRevenueCurrentYear
Total Revenue Prior Year32385983TotalRevenuePriorYear
Total Revenue Current Year39134152TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year20316398SalariesEtcPriorYear
Salaries Etc Current Year26408897SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year10109458OtherExpensePriorYear
Other Expenses Current Year10685385OtherExpensesCurrentYear
Total Expenses Prior Year30425856TotalExpensesPriorYear
Total Expenses Current Year37094282TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1960127RevenuesLessExpensesPriorYear
Revenues Less Expenses CY2039870RevenuesLessExpensesCY
Total Assets BOY17188145TotalAssetsBOY
Total Assets EOY19692929TotalAssetsEOY
Total Liabilities BOY2706476TotalLiabilitiesBOY
Total Liabilities EOY3171390TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY14481669NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY16521539NetAssetsOrFundBalancesEOY
Mission DescriptionTO IMPROVE THE QUALITY OF HEALTH AND HEALTH CARE BY USING INFORMATION AND COLLABORATIVE RELATIONSHIPS TO ENABLE CHANGE.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense26912023Expense
Grants0Grants
Revenue39119111Revenue
DescriptionEQHEALTH SOLUTIONS IS MEDICARE'S QUALITY IMPROVEMENT ORGANIZATION (QIO) FOR THE STATE OF LOUISIANA. THE ORGANIZATION PROVIDES HEALTH CARE QUALITY IMPROVEMENT SERVICES THROUGH PROVIDER EDUCATION AND DATA ANALYSIS. EQHEALTH SOLUTIONS WORKS WITH NURSING HOMES, HOME HEALTH AGENCIES, HOSPITALS AND PHYSICANS IN ORDER TO IMPROVE THE DELIVERY, QUALITY AND COST EFFECTIVENESS OF HEALTH CARE FOR MEDICARE BENEFICIARIES. ACHIEVEMENT GOALS ARE SET BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS) AND PERIODICALLY MEASURED THROUGH VARIOUS CONTRACT PERFORMANCE INDICATORS AND MEDICAL CLAIMS DATA.Description

Activity2 Activity2

FieldValueIRS element (for citing)
DescriptionTO PROVIDE HEALTH MANAGEMENT SERVICES TO STATE MEDICAID AGENCIES. THESE SERVICES INCLUDE INPATIENT PRE-CERTIFICATION, QUALITY ASSURANCE AND UTILIZATION REVIEW OF MEDICAL SERVICES RENDERED TO STATE MEDICAID BENEFICIARIES. THE ORGANIZATION DETERMINES IF MEDICAL SERVICES MEET PROFESSIONALLY RECOGNIZED STANDARDS OF HEALTHCARE QUALITY, ARE MEDICALLY NECESSARY, AND ARE DELIVERED IN THE MOST APPROPRIATE, COST-EFFECTIVE MANNER. THE ORGANIZATION REGULARLY ACHIEVES SIGNIFICANT COST SAVINGS FOR THE STATES' MEDICAID PROGRAMS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
DescriptionTO ASSIST WITH FEDERAL GRANTS FOR EXPANSION OF HIT REGIONAL EXTENSION CENTERS IN THE STATE OF MISSISSIPPI. PROMOTE MEANINGFUL USE OF HEALTH INFORMATION TECHNOLOGY (HIT) TO IMPROVE THE QUALITY AND VALUE OF AMERICAN HEALTH CARE. ASSIST MEDICAL PROVIDERS TO IMPLEMENT AND MEANINGFULLY USE CERTIFIED HER TECHNOLOGY.Description
FieldValueIRS element (for citing)
Total Program Service Expense26912023TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096155NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees462NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members6NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1GARY L CURTISBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2259266353TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line18591 UNITED PLAZA BLVDAddressLine1
CityBATON ROUGECity
StateLAState
ZIP Code70809ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (20 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
LEONARD KANCHER MD
CHAIRMAN1.40XX1268800
THEODORE BORGMAN MD
VICE-CHAIRMAN1.00XX848800
ALFREDA TILLMAN-BESTER
SECRETARY-TREASURER1.70XX1575000
BRET A CLESI
DIRECTOR1.90X1763100
ELLIOTT ROBERTS SR
DIRECTOR3.20X2878800
LEO STANLEY
DIRECTOR1.90X1750000
JEFFREY COCO
DIRECTOR1.10X988800
GARY L CURTIS
CEO, PRESIDENT42.00X300260030964
EDIE Q CASTELLO
COO, VICE-PRESIDENT47.00X266059023786
SEAN C MARCHIAFAVA
CHIEF INFORMATION OFFICER44.00X171443014944
PATRICK TULLIER
CFO49.00X191039031503
AVA MUCHERHEIDE
EXECUTIVE DIRECTOR45.00X138922019833
BECKY I RAU
MS PROJECT DIRECTOR58.00157281019586X
CHERYL COLLINS
FL PROJECT DIRECTOR46.00188479015969X
MAYUR YERMANENI
BUSINESS DEVELOPMENT DIREC48.00194529026650X
ANGELA R PERRY MD
MEDICAL DIRECTOR45.00222096014536X
ILA C SARKAR
DIRECTOR OF ANALYTICS43.00140855013117X
SHERELL B SINGLETON
CORP PROJECT DIRECTOR56.00163117015077X
IAN NATHANSON MD
MEDICAL DIRECTOR43.0021000004039X
MARCIA GOMEZ MD
MEDICAL DIRECTOR46.00218930012396X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2673743TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation242400TotalOtherCompensation
Number Individuals GT100 K19NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
RITCHEY HEALTHCARE CONSULTING
130 GREENBRIAR COURTLAFAYETTELA70503PHYSICIAN CONSULTANT227377
DR DAVID WILLIAMS
4332 LAS CRUCES WAY STE 711SACRAMENTOCA95864PHYSICIAN CONSULTANT163537
STEVEN LICATA MD
6242 HAMMOCK PARK ROADW PALM BEACHFL33411PHYSICIAN CONSULTANT120020
JOSE H CORTES MD
2401 SE 19TH CIRCLEOCALAFL344711002BUSINESS CONSULTANT106400
MOROUNKEJI AKIN-OLUGBEMI MD
15 SHEFFIELD LANDOAK BROOKIL60523PHYSICIAN CONSULTANT101086
FieldValueIRS element (for citing)
Number Of Contractors GT100 K6NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionGOVERNMENT HEALTH MANADescription
Business Code621110BusinessCode
Total Revenue Column36365069TotalRevenueColumn
Related Or Exempt Function Income36365069RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue36365069TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column15041TotalRevenueColumn
Exclusion$15,041ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
OTHER CONTRACT REVENUE62111026399272639927
MISCELLANEOUS REVENUE621110114115114115
FieldValueIRS element (for citing)
Total Other Revenue2754042TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column39134152TotalRevenueColumn
Related Or Exempt Function Income39119111RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$15,041ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total2603416Total
Program Services2108767ProgramServices
Management And General494649ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total17176559Total
Program Services13741247ProgramServices
Management And General3435312ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total5019884Total
Program Services3931552ProgramServices
Management And General1088332ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1609038Total
Program Services1303321ProgramServices
Management And General305717ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total180860Total
Management And General180860ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total38500Total
Management And General38500ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total600836Total
Program Services152935ProgramServices
Management And General447901ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total76921Total
Program Services4004ProgramServices
Management And General72917ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total155343Total
Program Services72980ProgramServices
Management And General82363ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total1459683Total
Program Services56676ProgramServices
Management And General1403007ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total670171Total
Program Services341195ProgramServices
Management And General328976ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total20872Total
Program Services10285ProgramServices
Management And General10587ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total393854Total
Management And General393854ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total123808Total
Program Services45820ProgramServices
Management And General77988ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
PHYSICIAN ADVISORS2842932282119421738
RECRUITMENT7327930732793
TELECOMMUNICATION659524517344142180
PHOTOCOPYING6303926303920

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total2098896Total
Program Services1174311ProgramServices
Management And General924585ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total37094282Total
Program Services26912023ProgramServices
Management And General10182259ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY7297919BOY
EOY7020145EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1006933BOY
EOY1540676EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY7498862BOY
EOY9567553EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY7624BOY
EOY1719EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY87248BOY
EOY206844EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis3793565LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec2473308LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY1231055BOY
EOY1320257EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY58504BOY
EOY35735EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY17188145BOY
EOY19692929EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY2706476BOY
EOY3171390EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY2706476BOY
EOY3171390EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY14481669BOY
EOY16521539EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY14481669BOY
EOY16521539EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY17188145BOY
EOY19692929EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses2039870ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years21983779CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years20850532CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years21144359CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year29960977CurrentTaxYearMinus1Year
Current Tax Year36365069CurrentTaxYear
Total130304716Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years21983779CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years20850532CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years21144359CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year29960977CurrentTaxYearMinus1Year
Current Tax Year36365069CurrentTaxYear
Total130304716Total
FieldValueIRS element (for citing)
Public Support Total170130304716PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years152417CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years112156CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years71600CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year166289CurrentTaxYearMinus1Year
Current Tax Year15041CurrentTaxYear
Total517503Total
FieldValueIRS element (for citing)
Total Support130822219TotalSupport
Public Support Pertcentage1700.99600PublicSupportPertcentage170
Public Support Pertcent Prior Year0.99320PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals78250FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals78250FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals37016032FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals37094282FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals1000000FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals250000FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus31000000CurrentYearMinus3
Current Year Minus21000000CurrentYearMinus2
Current Year Minus11000000CurrentYearMinus1
Current Year1000000CurrentYear
Total4000000Total
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus354000CurrentYearMinus3
Current Year Minus260500CurrentYearMinus2
Current Year Minus179335CurrentYearMinus1
Current Year78250CurrentYear
Total272085Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3250000CurrentYearMinus3
Current Year Minus2250000CurrentYearMinus2
Current Year Minus1250000CurrentYearMinus1
Current Year250000CurrentYear
Total1000000Total
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

FieldValueIRS element (for citing)
Current Year Minus354000CurrentYearMinus3
Current Year Minus260500CurrentYearMinus2
Current Year Minus179335CurrentYearMinus1
Current Year78250CurrentYear
Total272085Total

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis214798OtherCostOrOtherBasis
Depreciation44023Depreciation
Book Value170775BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis3131917OtherCostOrOtherBasis
Depreciation2141421Depreciation
Book Value990496BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis446850OtherCostOrOtherBasis
Depreciation287864Depreciation
Book Value158986BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings1320257TotalOfBookValueLandBuildings
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt39134152TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal39134152RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99039134152TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt37094282TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal37094282ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99037094282TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X, LINE 2:ReturnReference
ExplanationTHE ORGANIZATION APPLIES THE ACCOUNTING GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS, AND IN MANAGEMENT'S JUDGEMENT, THE ORGANIZATION DOES NOT HAVE ANY TAX POSITIONS THAT WOULD RESULT IN A LOSS CONTINGENCY CONSIDERING THE FACTS, CIRCUMSTANCES, AND INFORMATION AVAILABLE AT THE REPORTING DATE. THE FEDERAL TAX YEARS OPEN FOR ASSESSMENT INCLUDE YEARS ENDING AFTER DECEMBER 31, 2009.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
GARY L CURTIS
CEO, PRESIDENT261042039218000134650174990331224000
EDIE Q CASTELLO
COO, VICE-PRESIDENT22406103805603942046600191260289845000
SEAN C MARCHIAFAVA
CHIEF INFORMATION OFFICER1477550208530283507649072950186387000
PATRICK TULLIER
CFO17083901673803462091270223760222542000
AVA MUCHERHEIDE
EXECUTIVE DIRECTOR1389220000068130130200158755000
BECKY I RAU
MS PROJECT DIRECTOR13504701961402620067860128000176867000
CHERYL COLLINS
FL PROJECT DIRECTOR179658088210008042079270204448000
MAYUR YERMANENI
BUSINESS DEVELOPMENT DIREC17120702332200077510188990221179000
ANGELA R PERRY MD
MEDICAL DIRECTOR2160960600000000145360236632000
ILA C SARKAR
DIRECTOR OF ANALYTICS140855000006542065750153972000
SHERELL B SINGLETON
CORP PROJECT DIRECTOR1404330199520273207120079570178194000
IAN NATHANSON MD
MEDICAL DIRECTOR210000000004039000214039000
MARCIA GOMEZ MD
MEDICAL DIRECTOR2189300000000123960231326000

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 6ORGANIZATION IS A PHYSICIAN SPONSORED NON-PROFIT ENTITY. MEMBERSHIP IS ALLOWED TO ALL PARTICIPATING LICENSED PHYSICIANS WITHIN THE STATE OF LOUISIANA.
FORM 990, PART VI, SECTION A, LINE 7AEACH MEMBER IS ENTITLED TO ONE VOTE ON THE ELECTION OF MEMBERS TO THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7BCHANGES TO THE BY-LAWS AND COMMITTEE NOMINATIONS FOR ELECTION OF BOARD MEMBERS ARE SUBJECT TO MEMBERSHIP VOTE.
FORM 990, PART VI, SECTION B, LINE 11FORM 990 IS PREPARED BY INDEPENDENT ACCOUNTANTS BASED ON AUDITED FINANCIAL STATEMENTS. FINANCIAL STATEMENTS AND FORM 990 ARE REVIEWED ANNUALLY BY THE BOARD'S AUDIT COMMITTEE AND COPIES FORWARDED TO THE ENTIRE BOARD FOR APPROVAL.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST POLICY IS REVIEWED EACH YEAR. OFFICERS AND DIRECTORS ARE REQUESTED TO SIGN DOCUMENT OF COMPLIANCE ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15SALARIES FOR KEY POSITIONS ARE BASED ON DATA OBTAINED FROM NATIONAL HR SOFTWARE WHICH LIST SALARY RANGES BY REGIONS AND COMPANY SIZE. ADDITIONAL DATA WAS ALSO OBTAINED FROM INDEPENDENT CONSULTANT WHO INITIATED SALARY SURVEY AMONG SIMILAR ORGANIZATIONS PERFORMING THE SAME SERVICES THROUGHOUT THE UNITED STATES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2CNO CHANGE FROM PRIOR YEAR.

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