Ochsner Health System: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- Ochsner Health System (EIN 20-5296918)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201323169349301817
- 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 | 2013-11-11T10:06:54-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Poydras St Suite 4200 | AddressLine1 |
| City | New Orleans | City |
| State | LA | State |
| ZIP Code | 701394200 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205296918 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ochsner Health System | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OCHS | NameControl |
| Phone | 5048423400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1514 Jefferson Highway | AddressLine1 |
| City | New Orleans | City |
| State | LA | State |
| ZIP Code | 70121 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Bobby C Brannon | Name |
| Title | Executive VP and Treasurer | Title |
| Phone | 5048423400 | Phone |
| Date Signed | 2013-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Peter A Vernaci | Name |
| PTIN | P00353578 | PTIN |
| Phone | 5045812727 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Warner L Thomas | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1514 Jefferson Highway | AddressLine1 |
| City | New Orleans | City |
| State | LA | State |
| ZIP Code | 70121 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 139512601 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.ochsner.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2006 | YearFormation |
| State Legal Domicile | LA | StateLegalDomicile |
| Activity Or Mission Description | Management and Support Services | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1227 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 122506071 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 139512235 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7537 | InvestmentIncomePriorYear |
| Investment Income Current Year | 366 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 122513608 | TotalRevenuePriorYear |
| Total Revenue Current Year | 139512601 | 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 | 60682365 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 58691325 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 61831272 | OtherExpensePriorYear |
| Other Expenses Current Year | 80821276 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 122513637 | TotalExpensesPriorYear |
| Total Expenses Current Year | 139512601 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -29 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 0 | RevenuesLessExpensesCY |
| Total Assets BOY | 98380071 | TotalAssetsBOY |
| Total Assets EOY | 139697211 | TotalAssetsEOY |
| Total Liabilities BOY | 98379565 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 139696705 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 506 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 506 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | We Serve, Heal, Lead, Educate and Innovate. Ochsner will be a global medical and academic leader who will save and change lives. We will shape the future of healthcare through our integrated health system, fueled by the passion and strength of our diversified team of physicians and employees. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 139512601 | Expense |
| Revenue | 139512235 | Revenue |
| Description | Ochsner Health System, a 501(c)(3) organization operating as a support organization under section 509(a)(3) of the Internal Revenue Code, provides management and support services to both Ochsner Clinic Foundation (EIN 72-0502505) and Ochsner Community Hospitals (EIN 20-5297040). All three organizations are under common board and executive management personnel. | Description |
| Total Program Service Expense | 139512601 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | 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 | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | 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 | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 204 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1227 | 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 | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 | 1 | 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 | Bobby C Brannon | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5048423400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1514 Jefferson Highway | AddressLine1 |
| City | New Orleans | City |
| State | LA | State |
| ZIP Code | 70121 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (44 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| David E Beck MD | |||||||||
| Board Member Sr Phys | 2.00 | 48.00 | X | 0 | 583978 | 66290 | |||
| Joseph L Breault MD | |||||||||
| Board Member Sr Phys | 2.00 | 48.00 | X | 0 | 219730 | 66955 | |||
| Joseph R Dalovisio MD | |||||||||
| Board Member Sr Phys | 2.00 | 48.00 | X | 0 | 360138 | 71390 | |||
| Francis Dauterive MD | |||||||||
| Board Member Sr Phys | 2.00 | 48.00 | X | 0 | 349907 | 55511 | |||
| Angele Davis | |||||||||
| Community Director | 2.00 | 3.00 | X | 0 | 0 | 0 | |||
| William H Hines | |||||||||
| Community Director | 2.00 | 3.00 | X | 0 | 0 | 0 | |||
| Dennis Kay MD | |||||||||
| Board Member Sr Phys | 2.00 | 48.00 | X | 0 | 633846 | 56015 | |||
| Yvens G Laborde MD | |||||||||
| Board Member Sr Phys | 2.00 | 48.00 | X | 0 | 341202 | 60955 | |||
| R Parker LeCorgne | |||||||||
| Community Director | 2.00 | 3.00 | X | 0 | 0 | 0 | |||
| George Loss MD | |||||||||
| Board Member Sr Phys | 2.00 | 48.00 | X | 0 | 775940 | 68152 | |||
| Suzanne T Mestayer | |||||||||
| Community Director | 2.00 | 3.00 | X | 0 | 0 | 0 | |||
| Richard Milani MD | |||||||||
| Board Member Sr Phys | 2.00 | 48.00 | X | 0 | 569397 | 88158 | |||
| James E Maurin | |||||||||
| Board Chairman | 2.00 | 3.00 | X | 0 | 0 | 0 | X | ||
| Jefferson G Parker | |||||||||
| Community Director | 2.00 | 3.00 | X | 0 | 0 | 0 | |||
| Robert J Patrick | |||||||||
| Community Director | 2.00 | 3.00 | X | 0 | 0 | 0 | |||
| Patrick J Quinlan MD | |||||||||
| CEO / Board Member | 45.00 | 5.00 | X | 1300842 | 0 | 58308 | X | ||
| Steve Stumpf | |||||||||
| Community Director | 2.00 | 3.00 | X | 0 | 0 | 0 | |||
| Jose S Suquet | |||||||||
| Community Director | 2.00 | 3.00 | X | 0 | 0 | 0 | |||
| Warner L Thomas | |||||||||
| CEO / Board Member | 45.00 | 5.00 | X | 1099519 | 0 | 60905 | X | ||
| Andrew B Wisdom | |||||||||
| Community Director | 2.00 | 3.00 | X | 0 | 0 | 0 | |||
| Bobby C Brannon | |||||||||
| EVP, Secretary, & Treasurer | 2.00 | 48.00 | 0 | 593157 | 39935 | X | |||
| Michael F Hulefeld | |||||||||
| EVP & COO | 47.00 | 3.00 | 457457 | 0 | 41943 | X | |||
| Scott J Posecai | |||||||||
| EVP & CFO | 45.00 | 5.00 | 664186 | 0 | 54830 | X | |||
| Ernest C Belmont | |||||||||
| System VP Chief Information Officer | 50.00 | 0.00 | 277397 | 0 | 35905 | X | |||
| Joseph E Bisordi MD | |||||||||
| Exec VP Chief Medical Officer | 48.00 | 2.00 | 699603 | 0 | 54174 | X | |||
| Nancy L Davis | |||||||||
| Sr VP Pat Care/Sys CNO | 48.00 | 2.00 | 274158 | 0 | 52995 | X | |||
| Steven B Deitelzweig MD | |||||||||
| Medical Director Regional Bus Dev | 1.00 | 49.00 | 0 | 384092 | 52261 | X | |||
| David Gaines | |||||||||
| CEO-Sys Retail & Mkt | 50.00 | 0.00 | 321148 | 0 | 39906 | X | |||
| Richard D Guthrie Jr MD | |||||||||
| Reg Med Dir - N.O. Reg | 1.00 | 49.00 | 427650 | 0 | 72022 | X | |||
| Robert Hart MD | |||||||||
| Reg Med Dir - B.R. Reg | 1.00 | 49.00 | 0 | 327655 | 48362 | X | |||
| Ernest E Martin Jr MD | |||||||||
| Reg Med Dir - N.S. Reg | 1.00 | 49.00 | 0 | 336596 | 49997 | X | |||
| Joan K Mollohan | |||||||||
| SR VP Human Resources | 50.00 | 0.00 | 353991 | 0 | 73840 | X | |||
| Mark Muller | |||||||||
| System VP-Strategy & Bus Dev | 50.00 | 0.00 | 334028 | 0 | 50470 | X | |||
| Pete November | |||||||||
| Sr. VP & General Counsel/Compliance | 50.00 | 0.00 | 181244 | 0 | 11177 | X | |||
| Dawn Pevey | |||||||||
| System Nursing Exec Council | 1.00 | 49.00 | 0 | 172973 | 37823 | X | |||
| William W Pinsky MD | |||||||||
| EVP/Chief Academic Officer | 1.00 | 49.00 | 0 | 496860 | 74812 | X | |||
| Dawn Puente MD | |||||||||
| RMD, NO Comm Hosp | 1.00 | 49.00 | 0 | 272588 | 56410 | X | |||
| Cristina R Wheat | |||||||||
| Chief Counsel | 49.00 | 1.00 | 239200 | 0 | 53513 | X | |||
| Robert Wolterman | |||||||||
| CEO OMC | 48.00 | 2.00 | 334460 | 0 | 35175 | X | |||
| Scott Boudreaux | |||||||||
| CFO Corporate Divisions | 50.00 | 0.00 | 288154 | 27848 | 41406 | X | |||
| Ronald G Melton | |||||||||
| Sys VP Finance/Controller | 50.00 | 0.00 | 287782 | 0 | 44194 | X | |||
| Jody Ohlmeyer | |||||||||
| System VP Finance | 50.00 | 0.00 | 321073 | 0 | 52625 | X | |||
| Jeffrey P Saucier | |||||||||
| System VP Finance | 50.00 | 0.00 | 306752 | 0 | 38305 | X | |||
| William C Ward | |||||||||
| SYS VP FAC REAL EST & SUPT SRV | 50.00 | 0.00 | 258711 | 0 | 40288 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 8427355 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 6445907 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1805007 | TotalOtherCompensation |
| Number Individuals GT100 K | 114 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Encore Health Resources | |||||
| One Riverway Suite 1700 | Houston | TX | 77056 | Information Technology Consulting | 1643332 |
| Jones Walker Waechter | |||||
| 201 Saint Charles Avenue 5000 | New Orleans | LA | 70170 | Law Firm | 1454442 |
| Deloitte Consulting LLP | |||||
| 701 Poydras St Suite 4200 | New Orleans | LA | 70139 | Accounting, Tax, and Consulting | 1291920 |
| Adams and Reese LLP | |||||
| 701 Poydras Street Suite 4500 | New Orleans | LA | 70139 | Law Firm | 940568 |
| Strategic Staffing Solutions LLC | |||||
| 1100 Poydras St 2605 | New Orleans | LA | 70163 | Information Technology Consulting | 907570 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 26 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Admin & Mgt Support | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 139512235 | TotalRevenueColumn |
| Related Or Exempt Function Income | 139512235 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 139512235 | TotalProgramServiceRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 366 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 366 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 366 | TotalRevenueColumn |
| Exclusion | $366 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 139512601 | TotalRevenueColumn |
| Related Or Exempt Function Income | 139512235 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $366 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7660047 | Total |
| Program Services | 7660047 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45721 | Total |
| Program Services | 45721 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44302150 | Total |
| Program Services | 44302150 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 696989 | Total |
| Program Services | 696989 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2782777 | Total |
| Program Services | 2782777 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3203641 | Total |
| Program Services | 3203641 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3800199 | Total |
| Program Services | 3800199 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 676926 | Total |
| Program Services | 676926 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9479073 | Total |
| Program Services | 9479073 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8393037 | Total |
| Program Services | 8393037 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2609859 | Total |
| Program Services | 2609859 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25051479 | Total |
| Program Services | 25051479 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5279994 | Total |
| Program Services | 5279994 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 333998 | Total |
| Program Services | 333998 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2099906 | Total |
| Program Services | 2099906 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 647969 | Total |
| Program Services | 647969 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18874833 | Total |
| Program Services | 18874833 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 737181 | Total |
| Program Services | 737181 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| BLDG & EQUIP REP & MNT | 961764 | 961764 |
| MEMBERSHIPS & SUBSCRIPT | 933149 | 933149 |
| MISCELLANEOUS | 479716 | 479716 |
| RECRUITING | 462143 | 462143 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50 | Total |
| Program Services | 50 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139512601 | Total |
| Program Services | 139512601 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6463276 | BOY |
| EOY | 3925811 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 550466 | BOY |
| EOY | 277378 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 744624 | BOY |
| EOY | 1005824 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6237393 | BOY |
| EOY | 4933599 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 237188556 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 107633957 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84384312 | BOY |
| EOY | 129554599 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98380071 | BOY |
| EOY | 139697211 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74389172 | BOY |
| EOY | 122352493 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22388613 | BOY |
| EOY | 15543976 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1601780 | BOY |
| EOY | 1800236 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98379565 | BOY |
| EOY | 139696705 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 506 | BOY |
| EOY | 506 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 506 | BOY |
| EOY | 506 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98380071 | BOY |
| EOY | 139697211 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 0 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | 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 Consolidated | X | FinancialStatementConsolidated |
| 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) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| Ochsner Community Hospitals | |||||
| 205297040 | 170(b)(1) (A)(iii) | 1 | 1 | 1 | $0 |
| Ochsner Clinic Foundation | |||||
| 720502505 | 170(b)(1) (A)(iii) | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
| General Explanation | Schedule A, Part IV, Supplemental Information: Part I 11h (vii) Ochsner Health System does not provide monetary support. Ochsner Health System provides management and support services to its supported organizations, Ochsner Clinic Foundation and Ochsner Community Hospitals. | GeneralExplanation |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6620799 | OtherCostOrOtherBasis |
| Depreciation | 6092913 | Depreciation |
| Book Value | 527886 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6055603 | OtherCostOrOtherBasis |
| Depreciation | 2340050 | Depreciation |
| Book Value | 3715553 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 211353566 | OtherCostOrOtherBasis |
| Depreciation | 99200994 | Depreciation |
| Book Value | 112152572 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13158588 | OtherCostOrOtherBasis |
| Book Value | 13158588 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 129554599 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL LEASES | Description |
| Amount | $1,800,236 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1800236 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Uncertain Tax Positions Under FIN 48: | Identifier |
| Return Reference | Part X, Line 2: | ReturnReference |
| Explanation | Ochsner Health System has reviewed its tax positions and concluded that there are no significant uncertain tax positions requiring recognition in its financial statements under FIN 48. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 1 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (34 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David E Beck MD | ||||||||||||||
| Board Member Sr Phys | 0 | 551532 | 0 | 25750 | 0 | 6696 | 0 | 52554 | 0 | 13736 | 0 | 650268 | 0 | 0 |
| Joseph L Breault MD | ||||||||||||||
| Board Member Sr Phys | 0 | 202637 | 0 | 12011 | 0 | 5082 | 0 | 45511 | 0 | 21444 | 0 | 286685 | 0 | 0 |
| Joseph R Dalovisio MD | ||||||||||||||
| Board Member Sr Phys | 0 | 334449 | 0 | 20500 | 0 | 5189 | 0 | 59654 | 0 | 11736 | 0 | 431528 | 0 | 0 |
| Francis Dauterive MD | ||||||||||||||
| Board Member Sr Phys | 0 | 315792 | 0 | 26019 | 0 | 8096 | 0 | 37190 | 0 | 18321 | 0 | 405418 | 0 | 0 |
| Dennis Kay MD | ||||||||||||||
| Board Member Sr Phys | 0 | 612061 | 0 | 19000 | 0 | 2785 | 0 | 40152 | 0 | 15863 | 0 | 689861 | 0 | 0 |
| Yvens G Laborde MD | ||||||||||||||
| Board Member Sr Phys | 0 | 291631 | 0 | 41265 | 0 | 8306 | 0 | 43349 | 0 | 17606 | 0 | 402157 | 0 | 0 |
| George Loss MD | ||||||||||||||
| Board Member Sr Phys | 0 | 754617 | 0 | 18750 | 0 | 2573 | 0 | 48547 | 0 | 19606 | 0 | 844093 | 0 | 0 |
| Richard Milani MD | ||||||||||||||
| Board Member Sr Phys | 0 | 468528 | 0 | 84668 | 0 | 16201 | 0 | 67675 | 0 | 20483 | 0 | 657555 | 0 | 0 |
| Patrick J Quinlan MD | ||||||||||||||
| CEO / Board Member | 909843 | 0 | 356928 | 0 | 34071 | 0 | 46300 | 0 | 12008 | 0 | 1359150 | 0 | 0 | 0 |
| Warner L Thomas | ||||||||||||||
| CEO / Board Member | 809067 | 0 | 269555 | 0 | 20897 | 0 | 40800 | 0 | 20105 | 0 | 1160424 | 0 | 0 | 0 |
| Bobby C Brannon | ||||||||||||||
| EVP, Secretary, & Treasurer | 0 | 420736 | 0 | 135200 | 0 | 37221 | 0 | 24800 | 0 | 15135 | 0 | 633092 | 0 | 0 |
| Michael F Hulefeld | ||||||||||||||
| EVP & COO | 398812 | 0 | 45000 | 0 | 13645 | 0 | 19300 | 0 | 22643 | 0 | 499400 | 0 | 0 | 0 |
| Scott J Posecai | ||||||||||||||
| EVP & CFO | 540690 | 0 | 106000 | 0 | 17496 | 0 | 46300 | 0 | 8530 | 0 | 719016 | 0 | 0 | 0 |
| Ernest C Belmont | ||||||||||||||
| System VP Chief Information Officer | 241516 | 0 | 32314 | 0 | 3567 | 0 | 19300 | 0 | 16605 | 0 | 313302 | 0 | 0 | 0 |
| Joseph E Bisordi MD | ||||||||||||||
| Exec VP Chief Medical Officer | 567493 | 0 | 111488 | 0 | 20622 | 0 | 41600 | 0 | 12574 | 0 | 753777 | 0 | 0 | 0 |
| Nancy L Davis | ||||||||||||||
| Sr VP Pat Care/Sys CNO | 253352 | 0 | 16201 | 0 | 4605 | 0 | 44087 | 0 | 8908 | 0 | 327153 | 0 | 0 | 0 |
| Steven B Deitelzweig MD | ||||||||||||||
| Medical Director Regional Bus Dev | 0 | 349284 | 0 | 32848 | 0 | 1960 | 0 | 29655 | 0 | 22606 | 0 | 436353 | 0 | 0 |
| David Gaines | ||||||||||||||
| CEO-Sys Retail & Mkt | 287849 | 0 | 30000 | 0 | 3299 | 0 | 16300 | 0 | 23605 | 0 | 361053 | 0 | 0 | 0 |
| Richard D Guthrie Jr MD | ||||||||||||||
| Reg Med Dir - N.O. Reg | 379838 | 0 | 45000 | 0 | 2812 | 0 | 51061 | 0 | 20961 | 0 | 499672 | 0 | 0 | 0 |
| Robert Hart MD | ||||||||||||||
| Reg Med Dir - B.R. Reg | 0 | 293250 | 0 | 26363 | 0 | 8042 | 0 | 46300 | 0 | 2062 | 0 | 376017 | 0 | 0 |
| Ernest E Martin Jr MD | ||||||||||||||
| Reg Med Dir - N.S. Reg | 0 | 291681 | 0 | 35150 | 0 | 9765 | 0 | 32536 | 0 | 17461 | 0 | 386593 | 0 | 0 |
| Joan K Mollohan | ||||||||||||||
| SR VP Human Resources | 302849 | 0 | 46502 | 0 | 4640 | 0 | 56954 | 0 | 16886 | 0 | 427831 | 0 | 0 | 0 |
| Mark Muller | ||||||||||||||
| System VP-Strategy & Bus Dev | 300477 | 0 | 30000 | 0 | 3551 | 0 | 38734 | 0 | 11736 | 0 | 384498 | 0 | 0 | 0 |
| Pete November | ||||||||||||||
| Sr. VP & General Counsel/Compliance | 140049 | 0 | 40000 | 0 | 1195 | 0 | 3275 | 0 | 7902 | 0 | 192421 | 0 | 0 | 0 |
| Dawn Pevey | ||||||||||||||
| System Nursing Exec Council | 0 | 159405 | 0 | 12118 | 0 | 1450 | 0 | 15839 | 0 | 21985 | 0 | 210797 | 0 | 0 |
| William W Pinsky MD | ||||||||||||||
| EVP/Chief Academic Officer | 0 | 449439 | 0 | 28638 | 0 | 18783 | 0 | 61798 | 0 | 13014 | 0 | 571672 | 0 | 50199 |
| Dawn Puente MD | ||||||||||||||
| RMD, NO Comm Hosp | 0 | 257539 | 0 | 13260 | 0 | 1789 | 0 | 35774 | 0 | 20636 | 0 | 328998 | 0 | 0 |
| Cristina R Wheat | ||||||||||||||
| Chief Counsel | 215006 | 0 | 19855 | 0 | 4339 | 0 | 39577 | 0 | 13936 | 0 | 292713 | 0 | 0 | 0 |
| Robert Wolterman | ||||||||||||||
| CEO OMC | 301519 | 0 | 30000 | 0 | 2941 | 0 | 19215 | 0 | 15960 | 0 | 369635 | 0 | 0 | 0 |
| Scott Boudreaux | ||||||||||||||
| CFO Corporate Divisions | 255196 | 24663 | 27356 | 2644 | 5602 | 541 | 22614 | 2186 | 15142 | 1463 | 325910 | 31497 | 0 | 0 |
| Ronald G Melton | ||||||||||||||
| Sys VP Finance/Controller | 248376 | 0 | 36000 | 0 | 3406 | 0 | 35386 | 0 | 8808 | 0 | 331976 | 0 | 0 | 0 |
| Jody Ohlmeyer | ||||||||||||||
| System VP Finance | 276515 | 0 | 35063 | 0 | 9495 | 0 | 30982 | 0 | 21643 | 0 | 373698 | 0 | 0 | 0 |
| Jeffrey P Saucier | ||||||||||||||
| System VP Finance | 267807 | 0 | 35787 | 0 | 3158 | 0 | 19300 | 0 | 19005 | 0 | 345057 | 0 | 0 | 0 |
| William C Ward | ||||||||||||||
| SYS VP FAC REAL EST & SUPT SRV | 235519 | 0 | 20000 | 0 | 3192 | 0 | 19683 | 0 | 20605 | 0 | 298999 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 4b | Line 4b: Warner Thomas, President and Chief Executive Officer, Patrick Quinlan, M.D., Chief Executive Officer of Ochsner Clinic Foundation; Scott Posecai, Executive Vice President and Chief Financial Officer; and Bobby Brannon, Executive Vice President and Treasurer participate in a Supplemental Executive Retirement Plan (SERP) which is part of the terms and conditions of their employment contracts with Ochsner Health System and Ochsner Clinic Foundation, a related 501(c)(3) organization, and is based on a targeted replacement of a set percentage of their salary at age 65. The SERP is classified as a Supplemental Non-Qualified Retirement Plan. This benefit is funded in a Trust Account with Capital One Bank. Joseph Bisordi, Executive Vice President and Chief Medical Officer, participates in a Non-Qualified supplemental plan which is part of the terms and conditions of his employment contract with Ochsner Health System. The retirement calculation is a defined amount as a percent of base pay, calculated annually, and is earned in two vesting periods, one at age 63 March 31, 3013 at age 65 September 9, 2014 This benefit is funded in a Trust Account with Capital One Bank. |
| Part I, Line 6 | The Physician and Executive Compensation Committee of the Ochsner Clinic Foundation Board of Directors reviews and approves all officer executive incentive plans, which include those for the Officers: the President and CEO, COO, CFO, Treasurer, Regional Medical Directors, and Executive Vice Presidents. For the 2011 incentive plan, which was paid in 2012, there were seven weighted components: a System Financial Metric, which consists of Operating Margin, a Human Capital Metric consisting of turnover results, a Patient Satisfaction Metric, three Quality Metrics based on provision of all recommended care and mortality and complication indexes, and a Subjective metric based on their personal performance targets. The subjective metric is assigned for the CEO by the Physician and Executive Compensation Committee and assigned for the other executives by the CEO then reviewed by the Physician and Executive Compensation Committee. Metrics other than subjective are built on percent improvement year over year. The CEO and officers did meet annual targets as set by the terms and conditions of their employment contracts and therefore the compensation committee approved the payment of the Annual Incentive Plan which was recorded as part of their compensation in 2012. All the incentive payouts are audited by the Board Internal Audit Committee. Annually, the officers of Ochsner Health System review and approve executive incentive plans for the executive and physician leadership group. The plans are developed similar to the officer incentive plans with weighted components, including a subjective metric. The subjective metric is assigned by the officer responsible for the executive or physician leader as their direct report and the CEO approves all bonuses for this group of management. All bonus amounts are provided in Schedule J Part II in Column B(ii). |
| Part I, Line 7 | Subjective components of incentive plan are described in description of Part I, Line 6. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Jones Walker Waechter Pointevent Carrere & Denegre | |||
| Independent Contractor | 1454442 | Mr. Hines, a Director of Ochsner Health System, is managing partner of Jones Walker Law Firm which performs legal services for Ochsner. | 0 |
| Benjamin Pinsky | |||
| Son of William Pinsky, MD, a Key Employee of OHS. | 45721 | Compensation for employment in Marketing Department. | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Schedule L is not complete as of this draft 9/30/2013. Still need to receive the remainder of the COI disclosures and interpret the answers. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Mr. Belmont and Mr. Posecai have a family relationship. Dr. Quinlan and Mr. Suquet have a business relationship. Dr Guthrie and Dr. Pinsky have a business relationship. | |
| Form 990, Part VI, Section B, line 11 | One or more members of senior management reviews the return. The return is also reviewed by Deloitte Tax LLP, the company's tax advisors. The Audit and Oversight Committee, which is comprised of independent directors, is then provided the return prior to the filing date and given the opportunity to review and discuss the returns with management/staff. The meeting to review the 2012 return was held on October 28, 2013. A copy of the return is then provided to each member of the Board of Directors electronically and comments are solicited from the entire Board. | |
| Form 990, Part VI, Section B, line 12c | Officers, directors, trustees, and key employees are required to complete a conflicts of interest disclosure form annually, within 30 days of becoming an employee, or within 10 days of a change in business circumstances not previously disclosed. The Vice President of Corporate Integrity reviews disclosures and determines whether action is necessary or if the disclosure needs to be reviewed by the Conflicts of Interest Committee. In addition, employees that do not fall within the scope of the Conflict of Interest Disclosure policy annually certify through the Annual Employee Evaluation process their compliance with the Conflict of Interest policy. | |
| Form 990, Part VI, Section B, line 15 | All CEO and officer compensation and benefits arrangements, including salary and bonus incentive plans, are reviewed and approved by the Executive and Senior Physician Compensation Committee of the Board of Directors (Compensation Committee). No substantive change to the compensation or benefits packages is made until Committee approval is granted in accordance with Intermediate Sanctions guidelines. The Compensation Committee is without conflicts of interest and uses an independent external consultant. Appropriate data is applied to determine the comparability of fair market value pay and all actions are appropriately documented. In order to meet the requirements of the IRS Intermediate Sanctions regulations, the Compensation Committee identified the "disqualified individuals" that are in a position to exercise substantial influence over the company's operations. These individuals are the members of the Executive Officers Committee (EOC), Regional Medical Directors, physician board members and Section Heads for key departments. For disqualified individuals, the compensation review also includes the cost of benefits such as the company portion of medical and dental benefits, malpractice insurance, payments for 401K matching and pension payments. A different review process is used for Physicians. Annually, the Corporate Integrity department reviews the salary of each employed physician. This review includes a comparison of physician salaries against national survey data for their specialty. Three surveys are used for the review: McGladrey & Pullen, the Medical Group Management Association (MGMA) and American Medical Group Association (AMGA). The Physician Compensation department provides salary data for each physician including base salary, stipends, on-call pay, etc. If it is determined that a physician's compensation is higher than the survey data, the total work Relative Value Units (RVUs) are compared to the survey data. This review is performed to ensure their pay is comparable to the work performed. Comparable benefit survey data is obtained periodically from McGladrey & Pullen. Compensation for other non-physician key employees is reviewed by senior executives who take market value research into consideration when determining compensation levels. | |
| Form 990, Part VI, Section C, line 19 | Financial statements for Ochsner Health System are made available to the public quarterly via www.dacbond.com. All governing documents, conflict of interest policy, and financial statements are available upon written request to the Corporate Integrity Department. | |
| Part VII, Section A, Line 1a, Columns (D) and (E) | COMPENSATION FROM RELATED ORGANIZATIONS Many of the individuals listed in Part VII and Schedule J hold positions with related 501(c)(3) organizations. For each of these individuals, the compensation listed is received from the related organization, and the compensation is for the individual's role with the related organization. The amount of time shown for each as "Average Hours Per Week Devoted To Position" consists primarily as his/her time spent on his/her role with Ochsner Health System. In reality, his/her time is spent on fulfilling responsibilities through roles with the related organization and/or across all other organizations in the integrated health system, and may be more evenly distributed. The following is a list of the individuals with such circumstances, each person's title with the related organization, and the related organization that employs each individual. David E. Beck, M.D.; Chairman, Department of Colon & Rectal Surgery; Ochsner Clinic Foundation Joseph L. Breault, M.D.; Chairman, IRB; Ochsner Clinic Foundation Joseph R. Dalovisio, M.D.; AMD, OMC; Ochsner Clinic Foundation Francis Dauterive, M.D.; VPMA; Ochsner Clinic Foundation Dennis Kay, M.D.; Chairman, Department of Radiology; Ochsner Clinic Foundation Yvens G. Laborde, M.D.; Reg Med Dir - OMC-Westbank; Ochsner Clinic Foundation George Loss, M.D.; Associate Medical Director and System Chairman, Department of Surgery / Chief, Multi-Organ Transplant Institute; Ochsner Clinic Foundation Richard Milani, M.D.; Vice Chairman, Department of Cardiology; Ochsner Clinic Foundation Bobby C. Brannon; Executive Vice President and Treasurer; Ochsner Clinic Foundation Steven B Deitelzweig, M.D.; Medical Director Regional Bus Dev; Ochsner Clinic Foundation Robert Hart, MD; Reg Med Dir - B.R. Reg; Ochsner Clinic Foundation Ernest E Martin, Jr., MD; Reg Med Dir - N.S. Reg; Ochsner Clinic Foundation Dawn Pevey; Chief Nursing Officer and Interim Chief Operating Officer, Ochsner Medical Center - Baton Rouge; Ochsner Clinic Foundation William W. Pinsky, MD; EVP/Chief Academic Officer; Ochsner Clinic Foundation Dawn Puente, M.D.; Reg Med Dir, NO Comm Hosp; Ochsner Clinic Foundation Robert Wolterman; CEO NO Comm Hosp; Ochsner Clinic Foundation | ADDITIONAL COMPENSATION EXPLANATION |
| Part VII, Section A, Line 1a | COMPENSATION OF OFFICERS AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION Compensation for Dr. Patrick Quinlan, Warner Thomas, Scott Posecai, and Bobby Brannon include all compensation related to the Ochsner Health System, which includes Ochsner Health System (OHS, EIN 20-5296918), Ochsner Clinic Foundation (OCF, EIN 72-0502505) and Ochsner Community Hospitals (OCH, EIN 20-5297040), all related 501(c)(3) organizations. Other members of the Ochsner network are charged a portion of these amounts. The amount of time shown for Dr. Quinlan, Mr. Thomas, and Mr. Posecai as "average hours per week devoted to position" on this form consists primarily of role as an Officer of the integrated health system. Additional time spent on boards, committees and through fulfilling other responsibilities as Officer of the other Ochsner organizations is shown as a nominal amount, but in reality the time is more evenly distributed across all entities. Average hours worked for Mr. Brannon is shown as a nominal amount, with the majority of his time displayed on the OCF return, but in reality his time is more evenly distributed amongst his duties all entities. | ADDITIONAL COMPENSATION EXPLANATION |
| Part VII, Section A, Line 1a | COMPENSATION OF DIRECTORS AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION Those directors listed as "Board Member Sr Phys" on the Form 990 for Ochsner Clinic Foundation (EIN 72-0502505) are compensated entirely due to their role as an employee of a member of the integrated health system. The amount of time shown for those Directors listed as "Board Member Sr Phys" as "average hours per week devoted to position" on the Form 990 for Ochsner Clinic Foundation (EIN 72-0502505) consists primarily of role as an employee of Ochsner Clinic Foundation. Additional time spent on boards, committees and through fulfilling other responsibilities as a member of one or more Boards of the varied Ochsner organizations is shown as a nominal amount for Ochsner Health System and/or Ochsner Community Hospitals. As a Senior Physician Director of an integrated health system, these individuals devote time to board activities of all 501(c)(3) members of the system to varying degrees including Ochsner Health System, Ochsner Clinic Foundation and Ochsner Community Hospitals. The amount of time shown for those Directors listed as "Community Directors" for "average hours per week devoted to position" on the Form 990 for Ochsner Clinic Foundation (EIN 72-0502505) includes time spent on boards, on committees and through fulfilling other responsibilities as a member of the Board of varied Ochsner organizations. Additional time spent on boards, committees and through fulfilling other responsibilities as a member of one or more Boards of the varied Ochsner organizations is shown as a nominal amount for Ochsner Health System and/or Ochsner Community Hospitals. As a Community Director of an integrated health system, each Community Director devotes time to all 501(c)(3) members of the system to varying degrees including Ochsner Health System, Ochsner Clinic Foundation and Ochsner Community Hospitals. | ADDITIONAL COMPENSATION EXPLANATION |
| Part VII, Section A, Line 1a | KEY EMPLOYEES COMPENSATED BY RELATED ORGANIZATIONS AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION Dr. Steven Deitelzweig, Dr. Robert Hart, Dr. Ernest Martin, Ms. Dawn Pevey, Dr. William Pinsky, Dr. Dawn Puente, and Mr. Robert Wolterman were employed and compensated by Ochsner Clinic Foundation, 72-0502505, 501(c)(3), a related organization. Their time is split between the related organization and Ochsner Health System, but in all other respects they meet the requirements of a Key Employee of Ochsner Health System. | ADDITIONAL COMPENSATION EXPLANATION |
| Part XII, Line 2c | The process regarding the committee responsible for the audit, review, or compilation of the organization's financial statements and selection of an independent accountant has not changed from the prior year. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ochsner Health Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1512 Jefferson Highway | AddressLine1 |
| City | New Orleans | City |
| State | LA | State |
| ZIP Code | 70121 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452211764 | EIN |
| Primary Activities | Philanthropic Support | PrimaryActivities |
| Legal Domicile State | LA | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ochsner Health System | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Brent House Corporation | ||||||||||
| 1512 Jefferson Highway | New Orleans | LA | 70121 | 720872457 | Rents hotel rooms to patients/guests of Ochsner facilities. | LA | 501(c)(3) | 509(a)(3) Type II | Ochsner Clinic Foundation | 1 |
| Ochsner Clinic Foundation | ||||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 720502505 | Patient Care | LA | 501(c)(3) | 170(b)(1) (A)(iii) | Ochsner Health System | 1 |
| Ochsner Community Hospitals | ||||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 205297040 | Patient Care | LA | 501(c)(3) | 170(b)(1) (A)(iii) | Ochsner Health System | 1 |
| Ochsner System Protection Company | ||||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 271170999 | Captive Insurance | LA | 501(c)(3) | 509(a)(3) Type I | Ochsner Clinic Foundation | 1 |
| 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 | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | 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 | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (12 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Brent House Corporation | ||
| K | 968137 | Intercompany Billings - Mkt Value |
| Ochsner Clinic Foundation | ||
| K | 1248611 | Intercompany Billings - Mkt Value |
| Ochsner Community Hospitals | ||
| K | 71754 | Intercompany Billings - Mkt Value |
| Brent House Corporation | ||
| M | 89777 | Intercompany Billings - Mkt Value |
| Ochsner Clinic Foundation | ||
| M | 405481 | Intercompany Billings - Mkt Value |
| Ochsner Community Hospitals | ||
| M | 2777 | Intercompany Billings - Mkt Value |
| Ochsner System Protection Company | ||
| M | 6837 | Intercompany Billings - Mkt Value |
| Ochsner Clinic Foundation | ||
| P | 2067270 | Intercompany Billings - Mkt Value |
| Brent House Corporation | ||
| Q | 138239 | Intercompany Billings - Mkt Value |
| Ochsner Clinic Foundation | ||
| Q | 124180216 | Intercompany Billings - Mkt Value |
| Ochsner Community Hospitals | ||
| Q | 13967012 | Intercompany Billings - Mkt Value |
| Ochsner Clinic Foundation | ||
| R | 16429 | Intercompany Billings - Mkt Value |