2013-11-13T14:45:52-06:00 2012-12-31 990 2012-01-01 720423659 TOURO INFIRMARY TOUR 5048978344 1401 FOUCHER STREET NEW ORLEANS LA 70115 Suzanne Haggard 5048978568 2013-11-13 2012 2016-02-24 21:20:13Z Suzanne Haggard 1401 FOUCHER STREET NEW ORLEANS LA 70115 286130415 0 X www.touro.com X 1852 LA provision of healthcare services 17 12 2023 377 0 0 529851 18695768 208316304 258338051 -345886 930925 7150012 7989861 215650281 285954605 4231167 32252632 0 0 93657748 98197382 0 0 0 116433162 128825767 214322077 259275781 1328204 26678824 188540010 254094258 154475911 185534778 34064099 68559480 X TOURO INFIRMARY IS DEDICATED TO IMPROVING THE HEALTH STATUS AND WELL BEING OF THE PEOPLE IT SERVES THROUGH THE PROVISION OF EFFECTIVE, EFFICIENT AND COMPASSIONATE HEALTHCARE SERVICES. 0 0 201989501 32252632 264527408 The hospital provides inpatient, outpatient, emergency and critical care, home health and rehabilitation services. The hospital has 261 adult beds, 77 rehabilitation beds, 22 ICU beds, 16 NICU beds, and 20 nursery beds for a total of 360 licensed beds (excluding NICU and Nursery). The hospital treated 14,142 inpatients and had 266,864 outpatient visits in 2012. There were 6,760 surgeries (inpatient, outpatient and ambulatory surgery center), 32,991 emergency department visits and 3,069 babies delivered. 7002071 1800504 Touro Infirmary is a teaching hospital offering medical student and post graduate medical training. It has academic affiliations with Louisiana State University Health Sciences Center and Tulane University Health Science Center. Touro offered training programs to 310 students, residents and fellows in 2012 in the specialties of Cardiology, Gastroenterology, Infectious Disease, Internal Medicine, Medicine-Pediatrics, Neurology, OB/GYN, Otolaryngology, Orthopedics, Pediatrics, Plastic Surgery, Oral and Maxillofacial Surgery, PM&R, General-Surgery, Geriatrics, Vascular Surgery, Medicine-Emergency Med, Neonatology, NICU, Urogynecology and Urology.Touro is also a clinical training site for allied health programs for various metro New Orleans colleges, including Louisiana State University, Delgado Community College, Dillard University, Holy Cross College and William Carey University. Touro currently offers training programs to students in respiratory, radiology and nursing. Touro staff provided 9,740 hours of support to the 88 students in these programs.Touro Rehabilitation Center provides clinical training to physical, occupational, speech therapy and therapeutic recreation students from colleges around the country, including: LSU Health Sciences (New Orleans, LA and Shreveport, LA); Delgado Community College (New Orleans, LA); Grambling State University (Grambling, Louisiana); NOVA Southeastern (Fort Lauderdale); Ithaca College (New York); Medical University of South Carolina (MUSC); Old Dominion University (Norfolk, VA); St. Augustine University (Florida); University of Massachusetts Lowell; University of Mississippi Medical Center; University of SE Louisiana (Hammond); University of South Alabama (Mobile); Texas Woman's University (Denton, TX). 842372 0 Community health services and community benefit operations provide free health education programs and screenings to the community. These programs are designed to focus on some of the most prevalent diseases in the New Orleans community, such as diabetes, heart disease and cancer. These programs address prevention, early detection, treatment and maintaining healthy lifestyles. In 2012, Touro participated in/offered 224 outreach events that were attended by 3,092 people. Touro provides meeting space free of charge to local non-profits and other organizations for the benefit of the community. In 2012, Touro provided meeting space for 187 meetings. Touro offers a Health Career Camp, a five-day program that allows high school students to gain hands-on experience in the medical field. The program is an initiative that Touro hopes will encourage students to actively consider a career in medicine in New Orleans. Participants come from across the metro area and emphasis is placed on recruiting students from underserved areas who may not otherwise have the opportunity and exposure to healthcare careers. 9433914 In 2012, The System consisting of Touro Infirmary and Children's Hospital collaborated with other healthcare providers to ensure the availability of, and to more cost effectively provide, quality healthcare services to low income and needy residents in the community. In order to best address the needs in the community, the collaborative Hospitals became members of four non-profit organizations, Louisiana Clinical Services, Inc. (LCS), Southern Louisiana Clinical Services, Inc. (SLCS), Eastern Louisiana Clinical Services, Inc. (ELCS), and Natchitoches Clinical Services, Inc. (NCS), (collectively, the Non-Profits). The Hospitals contributed funds to the Non-Profits, which were then used to support the provisions of hospital and clinical physician services, physician in-training services, physician assistant/nurse practitioner services, specialty physician services and other healthcare services. Touro officially withdrew from these collaborative agreements July 27, 2012.In November 2011 the System entered into a contract with Louisian Health Sciences Center (LSUHSC)and in July 2012 the System entered into multiple contracts with Louisian Health Sciences Center (LSUHSC) , Tulane University School of Medicine, and Van Meter and Associates to cover the cost of providing physician services to low income and needy patients at LSU interim hospital. Touro supported these System contracts by contributing $9,433,914 in order to provide healthcare services to low income and needy residents in the community. 9433914 219267858 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 290 0 2023 1 0 0 0 0 0 0 0 0 1 0 X 17 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 0 X The Organization 5048978344 1401 FOUCHER STREET NEW ORLEANS LA 70115 X Allan BISSINGER 1.00 X 0 0 0 STEPHEN HKUPPERMAN 1.00 X 0 0 0 STEPHEN L SONTHEIMER 1.00 X 0 0 0 MICHAEL ADINOLFI MD 5.00 X 47546 0 0 RUTH KULLMAN 1.00 X 0 0 0 KIM BOYLE 1.00 X 0 0 0 PETER GLASER 1.00 X 0 0 0 JACK JACOBS 1.00 X 0 235626 12251 HUGH W LONG 1.00 X 0 0 0 KNIGHT WORLEY MD 1.00 X 0 0 0 ELLY ZAKRIS MD 1.00 X 0 0 0 JOY BRAUN 1.00 X 0 0 0 STEVE WORLEY 1.00 X 0 1040368 384992 DAVID KUSHNER 1.00 X 0 0 0 LOUIS GOOD III 1.00 X 0 0 0 JAMES MONTGOMERY 50.00 X X 861671 0 220380 AWHITFIELD HUGULEYIV 1.00 X 0 0 0 SUSAN PITOSCIA 50.00 X 426930 0 21154 PENNY MENGE 40.00 X 261404 0 20379 SUZANNE HAGGARD 50.00 X 378631 0 27908 LAWRENCE BALYEAT 40.00 X 214181 0 21259 SCOTT C LANDRY 43.00 X 220087 0 33339 CHAD COURREGE 40.00 X 261702 0 28668 FRANCIS D MERTENS 40.00 X 247646 0 23808 JEANETTE RAY 40.00 X 243760 0 25141 LAWRENCE METEVIER 40.00 X 182560 0 17020 LEE HANKINS 40.00 X 162165 0 11259 LAWRENCE CHINWUBA 51.00 X 182558 0 31057 DANIEL TOBIN 47.00 X 160743 0 20615 ALVIN STEWART 51.00 X 166755 0 14695 GARY STEIN 0.00 X 178648 860730 24632 4196987 2136724 938557 71 1 1 0 SIEMENS MEDICAL SOLUTIONS C/O MELLON BANK POBOX120001 DEPT 07 DALLAS TX 75312 INFORMATION TECHNOLOGY 10309994 LSUHSC - NEW ORLEANS 433 BOLIVAR STREET RM 619 NEW ORLEANS LA 70112 AFFILIATION/RESIDENCY PROGRAM 5394405 PARISH ANESTHESIA OF NEW ORLEANS LLC 3510 N CAUSEWAY BLVD SUITE 404 METAIRIE LA 70002 PHYSICIAN SERVICES 3235088 ARAMARK 24863 NETWORK PL CHICAGO IL 60673 HOUSKEEPING/CAFE/EQUIP MAINT 3225724 ENTERGY PO BOX 8106 BATON ROUGE LA 70891 ELECTRICITY 2956878 53 2302632 16393136 18695768 NET PATIENT SERVICE 621400 255556857 255556857 NON-PATIENT SERVICE 621400 2781194 2781194 258338051 462003 462003 3157310 0 3157310 3157310 3157310 644732 175810 468922 468922 468922 parking income 812930 1623995 1623995 cafeteria/catering 900099 1183940 1183940 2024616 2024616 4832551 285954605 266327912 0 930925 32252632 32252632 3538046 1167555 2370491 78978779 75957663 3021116 3736984 3718982 18002 5909114 5726043 183071 6034459 5773070 261389 685390 685390 936299 392227 544072 254050 254050 46263216 34539764 11723452 532599 12969 519630 8044669 4745058 3299611 3250733 3250343 390 4762785 4459779 303006 86981 64582 22399 135198 111568 23630 2236689 2236689 14936508 78072 14858436 3627985 3627985 MEDICAL SUPPLIES 39186625 39141336 45289 Capital lease expense 3289744 3345500 -55756 dues & memberships 310720 123672 187048 Legal settlement 113137 1528 111609 172439 92140 80299 259275781 219267858 40007923 0 1894110 37703453 42676547 56090074 8427977 7594493 4168664 1842276 1826475 400868113 281789323 113781985 119078790 12308861 23338261 3439590 8462712 188540010 254094258 28402468 30169310 22239 70661 76452069 74593434 49599135 80701373 154475911 185534778 X 32801657 67286719 1262442 1272761 34064099 68559480 188540010 254094258 X 26678824 3846761 -59871 4029667 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7731376 -80096 7651280 7731376 7731376 7688116 43260 7731376 7688116 7688116 7683614 4502 7688116 1.00000 0 1 1 12238296 12238296 173512838 111284426 62228412 211950194 169929052 42021142 3166785 575845 2590940 119078790 Charity Donation Due Children's Hospital 30490188 other liabilities 22800 pension liability 12660320 utility deposits 23825 due from restricted funds 1266732 worker's comp claims 1918052 professional liability claims 7271605 retirement payable long term 991645 investment liability 26056206 80701373 X 288714350 3846761 1266081 5112842 283601508 2353097 2353097 285954605 256973133 -2302632 -2302632 259275765 16 16 259275781 Description of Intended Use of Endowment Funds: Part V, Line 4: These endowment funds are administered by Touro Infirmary Foundation and Woldenberg Village, which are controlled by Touro Infirmary. These funds are intended to be used for Touro Infirmary's and Woldenberg Village's exempt purposes. Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: FIN 48 FOOTNOTE Touro follows the provisions of the Accounting for Uncertainty in Income Taxes Topic of the FASB ASC. Touro recognizes a threshold and measurement process for financial statement recognition of uncertain tax positions taken or expected to be taken in a tax return. The interpretation also provides guidance on recognition, derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. Touro's tax filings are subject to audit by various taxing authorities. Touro's open audit periods are 2009 through 2012. There are currently no returns under examination. Management evaluated Touro's tax positions and considered that Touro had taken no uncertain tax positions that require adjustments to the financial statements to comply with the provisions of this guidance. Part XI, Line 2d - Other Adjustments: RENT ALLOCATED TO SUBSIDIARY 1,266,086. CASH OVER & SHORT -5. Part XI, Line 4b - Other Adjustments: TIJV K1 plus HCCI form5147 50,465. Incoming Children's Hospital Donation for Charity Expenses 2,302,632. Part XII, Line 2d - Other Adjustments: Remove Incoming Children's Hospital Donation for Charity Expenses -2,302,632. Part XII, Line 4b - Other Adjustments: CASH OVER & SHORT 16. 1 1 1 X 250.000000000000 1 X 1 1 1 0 1 0 5423246 0 5423246 0.02090 43517705 85996428 -42478723 0.00000 354667 269106 85561 0.00030 49295618 86265534 -36969916 0.02120 842372 842372 0.00320 7002071 1800504 5201567 0.02010 9433914 9433914 0.03640 17278357 1800504 15477853 0.05970 66573975 88066038 -21492063 0.08090 0 1334097 48585406 61616168 -13030762 X 1 1 1 TIJV LLC IMAGING CENTER RENTAL 0.66000 0.34000 1 1 TOURO INFIRMARY

1401 FOUCHER STREET NEW ORLEANS LA 70115

X X X X Touro Infirmary 1 1 1 200.000000000000 1 400.000000000000 1 X X X X X X 1 1 X X X 0 1 X X 1 X 0 0 2 Woldenberg Village Inc

3701 Behrman Place New Orleans LA 70114

Assisted living community & skilled nursing facility Crescent City Physicians Inc

3600 Prytania St STE72 New Orleans LA 70115

Physician Medical Practices Part I, Line 3c: Part VI Line 1: for Part I line 3c.Describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization uses an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.>>>>>>>>>>>>>>>>>Financial Assistance and discounted care include services provided to:- Uninsured or underinsured low-income patients who do not have the ability to pay all or part of their bill as determined by the financial guidelines - Insured patients whose coverage is inadequate to cover a catastrophic situation- Emergency patients, because the hospital does not assess a patient's financial situation before rendering services- Persons whose income is sufficient to pay for basic living costs but not medical care, and also those persons with generally adequate incomes who are suddenly faced with catastrophically large medical bills- Patients deemed medically indigent by virtue of their documented eligibility for Medicaid benefits There will be two ways that a patient may qualify for Financial Assistance:Financial Assistance based on resourcesFinancial Assistance based on presumptive eligibility.Procedure for Financial Assistance Based on Resources:The following factors should be considered when determining the amount of financial assistance service for which a patient is eligible based on resources:A patient must submit an application for Financial Assistance.The patient should reside in the United States.If the patient is Homeless they will automatically qualify for financial assistance. If the patient is already deemed medically indigent and receives benefits from any Medicaid program they will automatically qualify for financial assistance.Individual or family net worth, utilizing the patients individual or family income, employment status, family size, financial obligations including living expenses and other items of a reasonable and necessary nature. Medical hardship may also be determined for other patients. If the total outstanding medical bills for the patient exceed $100,000.00 and/or 50% of total assets, the medical indigent classification will apply and the patient will receive charity care.All other resources must be applied first, including third-party payers, Victims of Crime (i.e., a state-level program for crime victims to recover some hospital costs), and Medicaid. If a patient does not have Medicaid but would qualify, he or she must cooperate with the application process in order to receive financial assistance. Elective procedures are not covered under the financial assistance policy.Methodology: The Hospital uses the "Sliding Scale Method" to determine the dollar amount to be considered as financial assistance for eligible patients. A sliding scale fee schedule will be used to determine financial assistance percentages. The minimum financial assistance approval begins with incomes at 400% of the federal poverty level and continues to increase discounts as the family income reaches 200% of the federal poverty level. As indicated above, any guarantor at or below 200% of the federal poverty level, as adjusted for family size will be entitled to financial assistance sponsorship for the full amount of hospital charges related to appropriate hospital-based medical services that are not covered by private or public third-party sponsorship.FA Percentage Income Below FPL Limit - 100% Below 200% - 90% Between 201-250% - 80% Between 251-300% - 70% Between 301-400% Procedure for Financial Assistance Based on Presumptive Eligibility:Presumptive Charity - Touro realizes that there may be circumstances where a patient does not seek financial assistance due to cultural barriers, education barriers or a lack of understanding the process for applying for financial assistance. To meet the needs of this group of patients, Touro will apply a process of presumptive charity based on the criteria in Procedure #1. To validate that the patient meets the necessary criteria Touro will do the following:On admission or as soon as reasonably possible the Admit staff or Patient Financial Services staff will calculate a Medical Credit Score using the Mede Analytical tool. If a patients Medical Credit Score is below 599 the patient will be granted presumptive financial assistance. A Medical Credit Score greater than 599 will be used to calculate a sliding scale based on the criteria below.If the response returned by the Mede Analytical tool shows coverage for any Medicaid program the patient will be granted 100% financial assistance should that program not cover the services provided by the hospital.For supporting documentation for approval the Admit staff or Patient Financial Services representative will complete the first two lines of the Financial Assistance form and detail the previous accounts to be considered under this approval on page three. The Admit or Patient Financial Services representative should also print a copy of the information received from the Mede Analytical tool. One attempt will be made to contact the patient or their representative to inform them that they have been approved for financial assistance. The call will be documented on the application then the account adjusted based on the medical credit score and the approved percentage.This process may be applied to any patient balance, even if the hospital has received a payment from another source such as Medicare or another third party payor.Charges for non-covered services provided to patients eligible for Medicaid or other indigent programs (including charges for days exceeding a length of stay limit) may be included for purposes of financial assistance. Based on the Medical Credit Score calculated by the Mede Analytical Tool listed a patient may receive financial assistance according to the following percentages.FA Percentage Medical Credit Score - 100% Below 599 - 90% Between 601-649 - 80% Between 650-699 - 70% Above 699 Part I, Line 7: Touro is costing services using a Ratio of Cost to Charges (RCC) of Adjusted Total Expense as a ratio of Gross Patient Charges. We apply the ratio to Gross Charges of the population being measured in order to estimate cost. Adjusted Total Expense is Touro Hospital's Total Expense less non-patient revenue and Bad Debt Expense. The Ratio of Adjusted Cost to Gross Patient Charges, using Worksheet 2 in the Schedule H instructions, is 23.17%.7e. Total community benefit expense: $842,372 Rehab Clinical Training and Community Outreach: $95,703 Community Outreach Program: $320,309 (community outreach, In Good Health newsletter and sponsorships) Healthcare Career Camp: $36,515 Respiratory, Radiology & Nursing Labor Expense: $307,670Part I, line 7b(d):As described in footnotes to the hospital's audited financial statements, Touro has collaborated with the State of Louisiana and with other units of government in Louisiana to ensure access to quality healthcare services for low income and needy residents in the community. Among other purposes, the UPL program also is helping to address historically low Medicaid hospital reimbursement, to stabilize hospitals that were affected by hurricane Katrina, and to offset reductions in Medicaid DSH resources. In Tax Year 2012, Touro received $52.5 million in UPL payments, which are included in direct offsetting revenue in Part I, Line 7b. Part I, Line 7i(c):In 2012, The System consisting of Touro Infirmary and Children's Hospital collaborated with other healthcare providers to ensure the availability of, and to more cost effectively provide, quality healthcare services to low income and needy residents in the community. In order to best address the needs in the community, the collaborative Hospitals became members of four non-profit organizations, Louisiana Clinical Services, Inc. (LCS), Southern Louisiana Clinical Services, Inc. (SLCS), Eastern Louisiana Clinical Services, Inc. (ELCS), and Natchitoches Clinical Services, Inc. (NCS), (collectively, the Non-Profits). The Hospitals contributed funds to the Non-Profits, which were then used to support the provisions of hospital and clinical physician services, physician in-training services, physician assistant/nurse practitioner services, specialty physician services and other healthcare services. Touro officially withdrew from these collaborative agreements July 27, 2012.In November 2011 the System entered into a contract with Louisiana Health Sciences Center (LSUHSC)and in July 2012 the System entered into multiple contracts with Louisiana Health Sciences Center (LSUHSC), Tulane University School of Medicine, and Van Meter and Associates to cover the cost of providing physician services to low income and needy patients at LSU interim hospital. Touro supported these System contracts by contributing $9,433,914 in order to provide healthcare services to low income and needy residents in the community. Part III, Line 4: Part VI Line 1: for Part III, line 4 The text of the footnote to the organization's financial statements that describes bad debts expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including other bad debt amounts in community benefit.>>>>>>>>>>>>>>>>>>Note 9. Concentrations of Credit Risk. "Touro maintains allowances for uncollectible accounts for estimated losses resulting from a payor's inability to make payments on accounts. Touro uses a balance sheet approach to value the allowance account based on historical write-offs and the aging of the accounts. Accounts are written off when collection efforts have been exhausted. Management continually monitors and adjusts its allowances associated with its receivables."Costing methodology>>>>>>>>>>>Touro is costing services using a Ratio of Cost to Charges (RCC) of Adjusted Total Expense as a ratio of Gross Patient Charges. We apply the ratio to Gross Charges of the population being measured in order to estimate cost. Adjusted Total Expense is Touro Hospital's Total Expense less non-patient revenue and Bad Debt Expense. The Ratio of Adjusted Cost to Gross Patient Charges, using Worksheet 2 in the Schedule H instructions, is 23.17%.Rationale for including other bad debt amounts in community benefit:>>>>>>>>>>>>>>>>>>As one of the main hospitals in the heart of the City of New Orleans, Touro sustained devastating operating losses during the five years following Hurricane Katrina in 2005. These losses were due in part to significant bad debt losses in the years immediately following Katrina. Prior to 2005, Touro was a large financially stable hospital serving the metropolitan New Orleans area. The operating losses sustained following Hurricane Katrina were insurmountable and prevented ongoing investment in facilities and equipment to ensure a state of the art facility which could remain competitive in the healthcare market. Additionally, the State of Louisiana Medicaid Program began imposing dramatic reimbursement reductions starting in February 2009. There have been five subsequent reductions resulting in cummulative reimbursement reductions exceeding 23% by Fiscal Year 2012. The reductions have partially been mitigated by the receipt of Medicaid Upper Payment Limit (UPL) funding, which is not guaranteed prospectively. In the post-Katrina environment without the affiliation with Louisiana Children's Medical Center to provide capital resources, the viability of Touro was in jeopardy. Thus, controlling all sources of operational losses is a paramount concern for management in maintaining our financial viability. Our mission as established by Judah Touro 160 years ago, when he created this non-profit institution, was to provide this community and its population with readily available, quality healthcare. The increases in bad debt losses are of such a magnitude as to preclude Touro from voluntarily seeking out and creating other Touro branded community benefit programs. An institution created for the public benefit cannot otherwise sustain it's financial viability to perform the mission if it cannot generate income and cash flows. Cash resources are needed on an ongoing basis to provide for reinvestment into its facilities and clinical equipment infrastructure in order to ensure the delivery of quality clinical services. We therefore, as a matter of our financial survival, have to manage our Bad Debt losses, a significant component of our operating performance, as one of the contributors to the total community benefit we are able to provide; this is based on the recognition that much of our population is unable to afford the care they need. Part III, Line 8: Part VI Line 1: for Part III, line 8. The extent to which any shortfall reported in line 7 should be treated as community benefit. Also describe the costing methodology or source used to determine the amount reported on line 6.>>>>>>>>>>>>>>>The reason the financial shortfall of treating Medicare patients should be treated as a community benefit.>>>>>>>>>>>>>>Since Hurricane Katrina devastated the city of New Orleans in 2005 Touro has sustained dramatic cumulative net asset losses that have to be mitigated before the hospital can attain a sustainable level of financial stability. These losses were in large part due to the shortfall in Medicare payments needed to cover our fully allocated cost. Prior to 2005, Touro was a large financially stable hospital serving the metropolitan New Orleans area. The operating losses sustained following Hurricane Katrina were insurmountable and prevented ongoing investment in facilities and equipment to ensure a state of the art facility which could remain competitive in the healthcare market. Additionally, the State of Louisiana Medicaid Program began imposing dramatic reimbursement reductions starting in February 2009. There have been Five subsequent reductions resulting in cummulative reimbursement reductions exceeding 23% by Fiscal Year 2012. The reductions have partially been mitigated by the receipt of Medicaid Upper Payment Limit (UPL) funding, which is not guaranteed prospectively. The Medicare patient population has been doubly challenging to serve since Katrina devastated the healthcare system in 2005. Each year since then, as our community ages and the governmental budgetary challenges become more significant, Touro is faced with even greater financial challenges in serving them knowing that these services are being provided at an overall financial loss to Touro. In the post-Katrina environment, without the affiliation with Louisiana Children's Medical Center to provide capital resources, the viability of Touro was in jeopardy. Thus, controlling all sources of operational losses is a paramount concern for management in maintaining our financial viability. Our mission as established by Judah Touro 160 years ago, when he created this non-profit institution, was to provide this community and its needy population with readily available, quality healthcare. The Medicare losses are of such a magnitude as to preclude Touro from voluntarily seeking out and creating other Touro branded community benefit programs. An institution created for the public benefit cannot otherwise sustain it's financial viability to perform the mission if it cannot generate income and cash flows. Cash resources are needed on an ongoing basis to provide for reinvestment into its facilities and clinical equipment infrastructure in order to ensure the delivery of quality clinical services. We therefore, as a matter of our financial survival, have to manage our Medicare losses, a significant component of our operating performance, as one of the contributors to the total community benefit we are able to provide; this is based on the recognition that much of the service we provide are to the Medicare population.Costing methodology>>>>>>>>>>>Touro is costing services using a Ratio of Cost to Charges (RCC) of Adjusted Total Expense as a ratio of Gross Patient Charges. We apply the ratio to Gross Charges of the population being measured in order to estimate cost. Adjusted Total Expense is Touro Hospital's Total Expense less non-patient revenue and Bad Debt Expense. The Ratio of Adjusted Cost to Gross Patient Charges, using Worksheet 2 in the Schedule H instructions, is 23.17%. Part III, Line 9b: Part VI Line 1: for Part III, line 9b. Does the organization's collection policy contain provisions on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance?>>>>>>>>>>>>>>>>>>>The Hospital does not pursue collection of amounts determined to qualify as charity care, and these amounts are not reported as revenue. The Hospital also waives collection of charges for patients who have demonstrated economic hardship and inability to pay. (From the Audited financial statements Footnote #1) Touro Infirmary Part V, Section B, Line 20d: The hospital has a self pay discounting policy that provides patients whom have no insurance coverage to have the charges on their bills reduced by 70% which represents rates collected from some of our lower tiered managed care contracted partners. Part VI, Line 2: Part VI Line 2 Needs assessment:Needs Assessment: The New Orleans community is very diverse, from the Ninth Ward to New Orleans East and the Garden District. The health risks associated with chronic diseases like diabetes and obesity are particularly high among our growing, medically underserved African-American, Hispanic and Vietnamese populations. Touro performs community outreach to these groups through churches, local community organizations and other grassroots efforts. Touro's goal is to help residents learn how to access the care they need and to help them learn to manage their health conditions and live healthier lives.Community Need:Louisiana's overall health ranking consistently ranks among the worst states in the country. The 2012 America's health ranking (source: American's Health Rankings by the United Health Foundation http://www.americashealthrankings.org/LA/2012) ranks Louisiana 49th in overall state rankings, 49th for obesity, 45th for smoking, 49th for outcomes and 46th for diabetes. The latest U.S. Census data shows Orleans Parish (New Orleans) with 24% of its residents living below the poverty level compared to the state average of 18.1%. Touro conducts an internal community needs assessment regularly, collaborating with local agencies such as the Louisiana Public Health Initiative, the Louisiana Department of Health and Hospitals and various community groups. This information helps Touro determine the hospital's short and long-term priorities, as well as strategies for improving community health.Information from the hospital's needs assessment has shown several things. First, that addressing rates of diabetes and obesity, and the challenges associated with these conditions, are important in this community. In 2012, the Louisiana obesity rate exceeded 30% compared to 24% of the population 10 years ago. In 2012, nearly 1.2 million adults in Louisiana are obese. (source: American's Health Rankings by the United Health Foundation http://www.americashealthrankings.org/LA/2012) Reducing health disparities among ethnicities and socioeconomic groups in the New Orleans is also important.In Louisiana, obesity is more prevalent among non-Hispanic blacks at 41.6 percent than non-Hispanic whites at 29.3 percent and Hispanics at 28.9 percent (source: America's Health Rankings by the United Health Foundation http://www.americashealthrankings.org/LA/2012) Diabetes also varies by race and ethnicity in the state; 12.9 percent of non-Hispanic blacks have diabetes compared to 9.2 percent of non-Hispanic whites and 8.1 percent of Hispanics. Louisiana has the 2nd highest diabetes mortality rate in the nation and diabetes is the fifth leading cause for deaths among Louisiana residents. (source: Louisiana Department of Health and Hospitals Diabetes Prevention and Control program http://new.dhh.louisiana.gov/assets/oph/pcrh/diabetes/2012_Louisiana_Diabetes_Factsheet.pdf).Louisiana ranks 46th for cardiovascular deaths (source America's Health Rankings by the United Way Health Foundation http://www.americashealthrankings.org/LA). Reducing deaths from circulatory-system diseases is another community need. Touro is working with New Orleans EMS to deliver critical cardiac care and stroke services to these patients.Ensuring easier access to primary care physicians, particularly those living in underserved areas of Orleans Parish without adequate health care. As New Orleans has recovered, the issue of health care access is critical, especially in neighborhoods far from the main uptown and downtown hospitals, like New Orleans East, Gentilly and Lakeview which have started to repopulate. Touro has addressed this need by establishing primary care clinics in these neighborhoods.Cancer rates: Louisiana ranks 48th in cancer deaths and has consistently had one of the highest cancer incidence rate and highest cancer mortality rate in the country. (source America's Health Rankings by the United Way Health Foundation http://www.americashealthrankings.org/LA). To address this need, Touro has created a comprehensive cancer care program including a supportive cancer care program providing free support groups and a nurse navigator to help cancer patients and their loved ones in the community free of charge.Infant mortality: The state of Louisiana currently ranks 49th in infant mortality. (source America's Health Rankings by the United Way Health Foundation http://www.americashealthrankings.org/LA). New Orleans has a 7.3% infant mortality rate compared to the State of Louisiana rate of 8.5% (source: Louisiana Department of Health and Hospitals Bureau of Family Health Louisiana Child Death Review Report) and the U.S. rate of 6.15% (Source: CDC National Vital Statistics System http://www.cdc.gov/nchs/deaths.htm).New Orleans ranks 60th out of 64 Louisiana parishes in terms of health outcomes and 52nd in social and economic factors. (source: County Health Rankings and Roadmaps from the Robert Wood Johnson Foundation http://www.countyhealthrankings.org/app#/louisiana/2012/orleans/county/outcomes/overall/snapshot/by-rank) Part VI, Line 3: Part VI Line 3 Patient education of eligibility for assistancePrior to receipt of services, patients are provided the Hospital's "Patient Rights and Responsibilities," which clearly outline the Hospital's payment expectations. Touro Infirmary operates an application center that screens patients for possible coverage with Medicaid and Disability programs. The application center also provides information regarding free program services within the metropolitan area.Inhouse self pay patients are visited by a financial counselor to assist in screening for possible coverage, including financial assistance applications if the patient does not qualify for government sponsored or other third party programs. The financial counselor works with the patient and determines his/her ability to pay and discusses the Hospital's Financial Assistance policy. All emergency room patients are also screened for possible third party coverage and/or financial assistance.All self pay patients who are not screened receive a notice that the Hospital, through its Medical Eligibility Assistance Program (M.E.A.P.), assists patients at Touro Infirmary to determine if they qualify for financial assistance programs, which may also pay for hospital and physician services. This is a community service provided by the hospital at no charge to its patients. Registration Staff, Financial Counselors and other hospital staff are provided ongoing training regarding the eligibility criteria and programs that are available through various local, state, and federal agencies to ensure that deserving patients are referred to appropriate third parties and/or provided financial assistance, depending on the patients' individual circumstances. Part VI, Line 4: Part VI Line 4 Community informationGeographic service area:Touro Infirmary and its subsidiaries are located in South East Louisiana and serve the populations of Orleans, Jefferson, St. Bernard and Plaquemines Parishes. Source for this information is The Nielsen Company and Truven Health Analytics.Demographics of community:The total population of the following parishes for 2012: Orleans Parish 366,360; Jefferson Parish 425,199 ; St. Bernard Parish 39,646; and Plaquemines Parish 24,267. Source: 2012 Nielson Company, Truven HealthPopulation of children by Parish (ages 0-17):Orleans Parish= 79,593; Jefferson Parish=98,204; St. Bernard Parish=10,685; Plaquemines Parish=6,728Income:Average household income for the parishes served by Touro is: Orleans Parish = $55,822; Jefferson Parish = $61,399; St. Bernard Parish = $49,614; Plaquemines Parish = $62,197.Median Earnings for Workers in 2011:New Orleans=$25,668; State of Louisiana=$23,853; Source: 2011 US Census QuickFacts Poverty Level:Percent of people living below the poverty level in 2012:New Orleans= 26.7%; Jefferson= 15.9%; Child Poverty Rates in 2012:New Orleans/Orleans Parish = 42%, Louisiana=27.3%, United States= 22% Source: National Center for Children in Poverty (NCCP) & Children's Defense Fund, Jan 2012Louisiana ranks 48th in the nation for the percent of children in poverty, 50th among states in percent of babies born at low birthweight, 44th among states in its infant mortality rate. SOURCE: Childrens Defense Fund, March 2013 press release and the 2012 Annie E Casey foundation Kids Count data center report.Uninsured by Parish:Percent of Uninsured Adults in December 2011:Orleans=20.7%; Jefferson= 19.9%; St. Bernard= 23.5%; Plaquemines=21.1% Source: Dec 2011 Louisiana Health Insurance Survey (sponsored by DHH)Percent of Uninsured Children (under 19) in December 2011:Orleans=5.2%; Jefferson= 3.9%; St. Bernard= 4.9%; Plaquemines=4.7% Source: Dec 2011 Louisiana Health Insurance Survey (sponsored by DHH) Louisiana ranks 5th in the nation for the number of people without health insurance. Source: Kaiser 2011 Health Insurance coverage of the total population. Health Outcomes: Source: United Healthcare 2012 Health RankingsLouisiana's ranking in the nation:49th for Outcomes Rank50th for Determinants Rank49th for Overall Rank46th for Diabetes Rank45th for Smoking Rank49th for prevalence of obesity49th for children in poverty45th for cases of infectious disease per 100,000 population46th for the number of cardiovascular deaths per 100,000 population49th for infant mortality (deaths per 1,000 live births)48th for cancer deaths per 100,000 population2012 Race/Ethnicity by Parish Orleans Parish: White/Non Hispanic = 114,011; Black/Non-Hispanic = 231,935; Hispanic = 20,566; Asian/Isl = 11,029; All Other = 6,819.Jefferson Parish: White/Non Hispanic = 231,481 Black/Non-Hispanic = 112,367; Hispanic = 56,538; Asian/Isl = 16,914; All Other = 7,899.St. Bernard Parish: White/Non Hispanic = 26,123; Black/Non-Hispanic = 7,590; Hispanic = 3,927; Asian/Isl = 800; All Other = 1,206.Plaquemines Parish: White/Non Hispanic = 16,415; Black/Non-Hispanic = 4,791; Hispanic = 1,255; Asian/Isl = 806; All Other = 1,000.Touro Infirmary's patient population by payor category for 2012: In-Patient Out-Patient Total %Medicare 2,740 19,661 22,401 19.21%Medicare HMO 2,074 17,696 19,770 16.95%Medicaid 5,541 18,345 23,886 20.48%Private Insurance 3,460 35,365 38,825 33.30%Self Pay 235 7,219 7,454 6.39%Touro Employee 117 4,163 4,280 3.67%Total 14,167 102,449 116,616 100.00%The other acute care hospitals serving the community are: Children's Hospital; Ochsner Medical Center, Ochsner Baptist Hospital, Ochsner Kenner Hospital, Ochsner Westbank Hospital, Tulane Medical Center, Interim Louisiana Hospital (LSU Hospital), East Jefferson General Hospital, West Jefferson Medical Center and St. Bernard Parish Hospital.In 2012, Touro was the main provider of health service in Orleans Parish with 10,403 discharges or 27% of the Orleans Parish market total. Part VI, Line 5: In furtherance of its charitable purpose and mission, Touro provides a wide variety of benefits to the community which it serves. Benefits include social service programs, health screenings, in-home caregiver services, support counseling for patients and families, pastoral care, crisis intervention, the donation of space for use by community groups, health and wellness programs, classes about specific medical conditions, and telephone information services. In 2012, Touro offered or participated in 224 community outreach events, which were attended by 3,092 attendees. Outreach events cover a wide variety of health topics that address the health information needs of the community Touro serves, including nutrition, diabetes management, cancer, healthy aging, joint health, heart health, prostate health, driver safety and more.Touro's community outreach program offers a range of events. Touro-led seminars and screenings: Touro physicians, nurses and other allied health professionals provide informative seminars and offer free screenings on a variety of topics. These events are typically hosted on the hospital's campus and are coordinated by Touro Staff.The Touro Rehabilitation Center staff from a variety of disciplines, including the director of Inpatient Rehabilitation, occupation therapists, physical therapists and rehabilitation educator participated in free community events including home and driver safety for older adults, cognitive health, Sudden Impact Training for local high school students and brain injury specialty training.Non-Profit Events: Touro regularly partners with non-profit organizations at community health events and screenings. These events are hosted at locations throughout the community. Touro provides free screenings, health information and clinical staff to administer the screenings and provide clinical consultations. Examples of these events include: the Jefferson Parish Senior Center Expo, Dryades Family YMCA Health Fair and the Place Saint Charles Health Fair.Sponsorship Events: Touro sponsors healthcare-related organizations and events in the greater New Orleans community, such as the American Heart Association, Susan G. Komen Race for the Cure and the American Diabetes Association. Participation in these events entails staffing the event, providing health education materials to attendees and offering free screenings (as requested) to attendees. All events are open to the public.Employee Health Programs: Touro participates in local employer health fairs and provides health information, free screenings and physician consultations. Examples of employer health events include: the W New Orleans Hotel, the Sheraton New Orleans Hotel, Harrah's Casino and Hotel and the Marriott New Orleans.Healthy Aging Programs: Touro offers free events and programs designed to help the aging population in the community live healthy and independent lives. The Touro Prime Years Program is a free program designed to help adults age 55 years of age and older lead a healthy and active lifestyle. The Prime Years program includes a monthly educational health seminar or screening customized to meet the information needs of this population. Topics have included: Heart Health, Cognitive Skills, Healthy Meal Planning, Aging in Place, Prostate Health Seminar, Incontinence, Hearing and Diabetes.Touro is the only hospital in the community to offer a unique program called CarFit, in partnership with local AARP and AAA chapters. Developed in collaboration with the American Society on Aging, AAA, AARP and the American Occupational Therapy Association, CarFit is the first program to offer older adults the opportunity to check how their personal car "fits" them. People over age 65 are the fastest-growing population in the U.S. Because of their fragility, seniors have the highest crash death rate per mile of any age group except teenagers. Trained professionals lead drivers through a twelve point checklist with their vehicle, recommend car adjustments and adaptations and offer resources and activities that could make their car "fit" better or enhance their safety. An Occupational Therapist provides information to older drivers on how to maintain and strengthen driving health. Participants receive a one-on-one consultation with the OT and a summary of the checklist. Touro offered one CarFit event to seniors in 2012 as well as a seminar on Driver Safety for older adults and family caregivers. A special Teen CarFit presentation was also offered to participants in Touro's Health Career Camp.Throughout 2012, Touro offered several free health seminars on mature woman health issues including menopause and bladder control/incontinence. These seminars were open to the public and held either on-campus or at a restaurant near the hospital. The seminars included information on causes, management and treatment options from the most conservative to surgical options. Touro OB/GYNs and Urologists lead the seminars with time for questions following the presentations.Quit Smoking: Touro offers a monthly Smoking Cessation Program, "I Can Quit" open to the community. The four week support program is designed for those who are serious about quitting smoking.Childbirth Education Series: Nurse Educators from Touro's Family Birthing center offer free monthly childbirth education classes for expecting parents to help them prepare for childbirth, newborn care and breastfeeding. The classes are held on Touro's campus in the evenings or on weekends to accommodate a variety of schedules. The classes include: the four week child birth education series, sibling and lactation classes.Diabetes Support Group: Touro's Diabetes Center offers a free monthly support program for persons with diabetes entitled "Life Can Still Be Sweet." The class topics rotate each month, covering a variety of diabetes management topics from glucose monitoring, to medication management and diet to maintaining a healthy lifestyle.Supportive Cancer Care ProgramTouro's Supportive Cancer Care Center offers a number of free programs and services that are designed to meet the supportive care needs of individuals with cancer throughout the New Orleans community. Some of the supportive care offered to Touro patients and others within the New Orleans community include:Girl Talk: A gynecologic cancer support group for women who have been diagnosed with one of the gynecologic cancers. Whether a person is newly diagnosed, actively being treated or has completed treatment, this group can help. The meetings promote education and discussion about relevant topics.Support for Women with Cancer: As the name implies, this support group is open to any woman-regardless of cancer diagnosis-who is interested in receiving and giving support to other women with cancer. The group meetings are designed to be informative and promote the sharing of thoughts and feelings.Look Good, Feel Better Workshop: An American Cancer Society program that teaches beauty techniques to women who are in active treatment "to help them combat the appearance-related side effects of cancer treatment." Free skin care products are supplied by well-known cosmetic manufacturers. Information about wigs and other appearance issues are discussed.Supportive Care during Chemotherapy: As the name implies, this program is designed to help men and women while they are receiving chemotherapy treatment at Touro. A number of activities are available to patients to help them keep busy during treatment. iPads are provided to every patient who wants one to enable them to search the Internet, watch television shows or movies on Netflix, read the latest magazines, and participate in guided imagery. Volunteers-many of whom are cancer survivors-are present to assist patients with the activities or are there simply to talk.Caring for Caregivers: Caring for a loved one with cancer can be challenging. This program provides caregivers with information, resources and support via one-on-one sessions with a support counselor. Part VI, Line 5: Kids Konnected Support Program: When a parent has cancer, the whole family is affected. Kids can feel sad, angry, alone, and disconnected. Kids Konnected is a support program for children whose parents have cancer. The program provides helpful information along with guided tours of the different cancer treatment centers at Touro. The program is free of charge and open to anyone in the community.Cancer Transitions Program: This is a free six-week LIVESTRONG program designed to help people make the transition from patient to survivor. Experts from Touro's Supportive Cancer Care Center lead conversations about nutrition, survivorship, emotional well-being and more.Living a Better Life...after cancer treatment: A program for cancer survivors that helps them address specific issues associated with adjusting to life following treatment. Information is provided along with the support and encouragement of a clinical mental health counselor. A monthly meeting of women who have survived cancer is held to provide useful information on such topics as stress management, mental health, nutrition, and exercise. Integrative Health Coaching: A goal-oriented approach to helping former patients shift their focus from illness to wellness. A board certified health and wellness coach meets with former patients to change their health-related behavior involving eight areas of self-care. The purpose of this program is to help participants optimize their health and well-being following cancer treatment. Part VI, Line 6: Part VI Line 6 the respective roles of the organization and its affiliates in promoting the health of the communities served.Touro Infirmary has the following wholly owned subsidiaries:- Crescent City Physicians, Inc. operates physician medical practices.Touro Infirmary is the sole member of the following not-for-profit entities:- Touro Infirmary Foundation performs the fund-raising function for the hospital. - Woldenberg Village, Inc. operates a 120-bed nursing home, a 60-unit assisted living facility, and a 60-unit independent living facility.Touro Infirmary and Woldenberg Village own a 66% interest in TIJV, LLC, which is a real estate joint venture. Touro Infirmary leases a building from TIJV, LLC in which it operates an off-campus diagnostic imaging center.Touro Infirmary is a subsidiary of Louisiana Children's Medical Center, which is also the parent organization for Children's Hospital. 1 Children's Hospital 200 Henry Clay Ave New Orleans LA 70118 720467503 501(c)(3) 32252632 Touro elected to donate to Children's Hospital $32,252,632 during the year ended December 31, 2012. The donations relate to a sharing of Upper Payment Limit ("UPL") funds received by Touro, to assist Children's with its activities and programs to support the metropolitan community. These activities are sponsored with the knowledge that they are not self-supporting or financially viable, and include financial assistance programs to increase health care to the indigent and uninsured for pediatric primary care services. Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Members of Touro's Governing Board participate in the Louisiana Children's Medical Center (Touro's parent corporation,also a 501(c)(3) corporation) quarterly community benefit board committee meeting to review established community benefit programs, including patient volume, funding sources and net unreimbursed program cost. Touro's donation to Children's Hospital(a sister 501(c)(3)organization) is intended to assist with Children's total unreimbursed community benefit costs. X X 1 1 0 1 0 0 0 0 0 0 0 JACK JACOBS 0 234090 0 0 0 1536 0 9000 0 3251 0 247877 0 0 STEVE WORLEY 0 827860 0 212508 0 0 0 317437 0 67555 0 1425360 0 0 JAMES MONTGOMERY 651086 0 201411 0 9174 0 12925 0 207455 0 1082051 0 0 0 SUSAN PITOSCIA 325497 0 92536 0 8897 0 14095 0 7059 0 448084 0 0 0 PENNY MENGE 238725 0 17530 0 5149 0 12500 0 7879 0 281783 0 0 0 SUZANNE HAGGARD 291991 0 82542 0 4098 0 20349 0 7559 0 406539 0 0 0 LAWRENCE BALYEAT 198975 0 9740 0 5466 0 10887 0 10372 0 235440 0 0 0 SCOTT C LANDRY 175362 0 42551 0 2174 0 20523 0 12816 0 253426 0 0 0 CHAD COURREGE 208955 0 50528 0 2219 0 13453 0 15215 0 290370 0 0 0 FRANCIS D MERTENS 194862 0 47655 0 5129 0 18585 0 5223 0 271454 0 0 0 JEANETTE RAY 193983 0 47174 0 2603 0 12849 0 12292 0 268901 0 0 0 LAWRENCE METEVIER 180678 0 0 0 1882 0 12478 0 4542 0 199580 0 0 0 LEE HANKINS 156971 0 0 0 5194 0 7659 0 3600 0 173424 0 0 0 LAWRENCE CHINWUBA 181403 0 0 0 1155 0 12334 0 18723 0 213615 0 0 0 DANIEL TOBIN 157460 0 0 0 3283 0 11416 0 9199 0 181358 0 0 0 ALVIN STEWART 165850 0 0 0 905 0 5407 0 9288 0 181450 0 0 0 GARY STEIN 0 0 175456 860730 3192 0 19429 0 5203 0 203280 860730 0 0 Part I, Line 1a --------------------- One employee was reimbursed for accounting/tax consulting fees with taxes withheld. Part I, Line 1b Part I, Line 3--------------- Touro's President Base compensation, incentive compensation and all other reportable and non-reportable compensation is reviewed annually by the Executive Committee of the Board of Trustees of Louisiana Children's Medical Center which is Touro's parent. The Executive Committee is a 10 voting-member subset of the Board of Trustees. Decisions made by the Executive committee are documented and reported in summary to the full Board of Trustees. In addition to board review, third-party consultants periodically review compensation and incentive amounts to ensure market reasonableness and competitiveness. Third-party prepared compensation and incentive review is presented to the Executive Committee. Incentive bonuses are based on 25% Revenue Growth, 30% Operating Income, and 45% Board discretion based on overall performance, quality initiatives, and accreditation, etc. Part I, Line 4b Part I, Line 4B: Supplemental Nonqualified Retirement Plan: Gary Stein - $235,038 is the 2012 distribution from the Trust. In 1997 Crescent City Physician, Inc. (CCPI) created a Trust under the Gary M Stein Deferred Compensation Agreement. The Trust is a grantor trust under the Internal Revenue Code. CCPI, as grantor is deemed to own all items of Income and deduction on the Trust. Income from the Trust is to be reported by CCPI. The assets of the Trust are subject to any claims of CCPI creditors. CCPI receives monthly accountings of all Trust assets. The Deferred Compensation Agreement is a non-qualified deferred compensation plan under which Mr. Stein was allowed to defer a portion of his salary to be paid in the future. The Trust was funded by bonuses paid to Mr. Stein. Retirement benefits commenced on June 1, 2007 over a period of ten years (1/10 each year) based on the value of the fund as determined by Allegheny Investments. The payments are authorized by the Trustee and are disbursed by the Allegheny Financial Group. Crescent City Physician Inc.'s (CCPI's) Supplemental Executive Retirement Plan (SERP) has a balance of $105,055 on behalf of Mr. Francis Dale Mertens as of December 31, 2012. Effective April 1, 2008 CCPI adopted the SERP plan on Mr. Francis Dale Mertens behalf. The SERP is not maintained soley for the purpose of providing benefits in excess of the limits in Code Section 415 and the Plan is intended to be covered by ERISA. The plan is intended to comply with Internal Revenue Code Section 409A regulations. The assets of the SERP are subject to any claims of CCPI creditors. The Plan is intended to constitute an unfunded plan that is maintained by CCPI primarily for the purpose of providing deferred compensation for Mr. Francis Dale Mertens within the meaning of ERISA section 201(2). Mr. Francis Dale Mertens is an active employee. Therefore, benefits have not commenced. Benefits will commence when one of the following occurs; death, disability, change of control, or termination of employment. Form 990, Part VI, Section A, line 6 Louisiana Children's Medical Center (LCMC) will act as a System Parent and it is the sole member of Touro Infirmary and of Children's Hospital. Form 990, Part VI, Section A, line 7a Louisiana Children's Medical Center (LCMC) has the sole authority to appoint the board of Touro Infirmary. Form 990, Part VI, Section A, line 7b Louisiana Children's Medical Center (LCMC) reserved the power to approve the decisions of the board. Form 990, Part VI, Section B, line 11 A draft of the Organization's Form 990 will be presented at a monthly board of directors meeting. During this meeting the tax return will be reviewed and discussed for accuracy and completeness. Form 990, Part VI, Section B, line 12c At the time of hire, each employee reviews the conflict of interest form, has an opportunity to ask questions about the policy, and signs a document stating that they have reviewed and understand the policy. This is a part of the employees' permanent record, and applies to all employees. Senior management (directors, vice presidents, CEO) and members of the board of directors are required to review and sign a conflict of interest form on an annual basis. Form 990, Part VI, Section B, line 15 THE ORGANIZATION RELIES ON COMPARABLE DATA FROM unrelated entities TO DETERMINE THE AMOUNT OF COMPENSATION for its executives, AND DOCUMENTATION IS MAINTAINED REGARDING THE DETEMINATION OF THESE AMOUNTS. the final decision regarding the amount of compensation is subject to the approval of the board of directors. In 2007, the organization's compensation committee engaged an outside consultant to assist in the development, analysis and independent review of compensation for the organization's executives. The analysis consisted of a review of a third party compensation survey. Executive Benchmarks were established to positions of similar sized hospitals. After the review, recommendations were provided to the president/ceo and the vice president of human resources. Form 990, Part VI, Section C, line 19 All governing documents, the conflict of interest policy, and financial statements are made available to the public upon request. HOURS WORKED FOR RELATED ORGANIZATIONS Form 990, PART VII, Column B James Montgomery is the President for Touro Infirmary. Additionally part of his duties include serving as a Board Member of the Touro Infirmary Foundation (1 hours/week); a Board Member of Woldenberg Village (1 hours/week); a Board Member of Crescent City Physicians (4 hours/week); a Board Momber of TIJV (.5 hours/week). Chad Courrege is the VP of Human Resources for Touro Infirmary. Additionally part of his duties include management and oversight of Woldenberg Village (5 hours/week); management and oversight of Crescent City Physicians (4.5 hours/week); management and oversight of the Touro Infirmary Foundation (0.5 hours/week). Francis D. Mertens is the VP of Business Development spending 40 hours per week in this role. Suzanne Haggard is the Chief Financial Officer for Touro Infirmary. Additionally part of her duties include serving as a financial manager of the Touro Infirmary Foundation (2 hours/week); management and oversight of Woldenberg Village (8 hours/week); management and oversight of Crescent City Physicians (5 hours/week); management and oversight of TIJV (.5 hours/week); Board member of Prytania Medical Complex Owners Association (0.5 hours/week); Board member of Buckman Medical Office Building Condominium Association (0.25 hours/week). Scott C. Landry is the VP of Facilities for Touro Infirmary. Additionally part of his duties include management and oversight of Woldenberg Village (.5 hours/week); management and oversight of Crescent City Physicians (1 hours/week); Board member of Prytania Medical Complex Owners Association (0.5 hours/week); Board member of Buckman Medical Office Building Condominium Association (0.5 hours/week). Jeanette Ray is the VP of Rehab/Post Acute Services for Touro Infirmary. Additionally part of her duties include Board Member of Woldenberg Village (10 hours/week). Jack Jacob, M.D. is the Physician with Crescent City Physicians, Inc where he practices in excess of 40 hours/week. Dan Tobin is the Controller for Touro Infirmary. Additionally part of his duties include accounting services to TIJV (1 hours/week). Steve Worley is the President and Chief Executive Officer for Louisiana Children's Medical Center and Children's Hospital where he splits his time 21 hours weekly for LCMC and 32 hours weekly devoted to Children's Hospital activities. Additionally part of his duties include serving as board member of the Touro Infirmary Foundation (1 hours/week). Changes in Net Assets or Fund Balances: Form 990, Part XI, line 9: K-1 Income from TIJV LLC & Crescent City Research Consortium LLC -50,465. EARNINGS/(LOSSES) FROM SUBSIDIARIES -6,882,287. Change in Restricted Net Assets 10,319. PENSION NET ASSET ADJUSTMENT 1,184,229. Remove allocated rent to subsidiary 1,266,086. Elimination of Intercompany Fund Transfers 8,501,787. Affiliated Organization's Return of Investment Minor Rounding Difference -2. FORM 990, PART XII, LINE 2C: The Organization's committee that assumes responsibility for the oversight of the audit of its financial statements and selection of an independent auditor has not changed from the prior year. Touro Infirmary Foundation 1401 Foucher Street new orleans LA 70115 721169939 healthcare support LA 501(c)(3) 509(a)(3) 1 Woldenberg Village 3701 Behrman place new orleans LA 70114 720540671 healthcare delivery LA 501(c)(3) 509(a)(2) 1 LOUISIANA CHILDREN'S MEDICAL CENTER (LCMC) 200 Henry Clav Ave new orleans LA 70118 943480131 healthcare delivery LA 501(c)(3) 509(a)(3) 0 CHILDREN'S HOSPITAL 200 Henry Clav Ave New orleans LA 70118 720467503 healthcare delivery LA 501(c)(3) 170(B)(1)(A)(iii) 0 1 TIJV llc 1401 Foucher St New Orleans LA 70115 261378361 Imaging Center Rental LA Touro Infirmary Related 40875 2698604 0 0 0.66000 2 Crescent City Research Consortium LLC 1111 Medical Center Blvd Ste N701 Marrero LA 70072 383880814 Scientific Research LA Non Profit Hospital Consortium Unrelated 9590 37239 0 0 0.09990 Crescent City Physicians Inc 3600 Prytania Street Suite 72 New Orleans LA 70115 721269878 Healthcare LA C -6882284 6090973 1.00000 0 Buckman Medical Office Building Condominium Association 1401 Foucher Street New Orleans LA 70115 721226687 Healthcare LA C 36219 0.92000 0 Prytania Medical Complex Owners Association 650 Poydras Street Suite 1200 New Orleans LA 70130 720866121 Healthcare LA C 134250 0.80000 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 TOURO INFIRMARY FOUNDATION C 223915 TOURO INFIRMARY FOUNDATION R 834179 Woldenberg Village E 710873 Crescent City Physicians Inc D 7095419 Crescent City Physicians Inc A 1264826 TIJV LLC A 114314 Louisiana Childrens Medical Center M 797384 Children's Hospital B 32252632 Children's Hospital C 2302632 Children's Hospital S 16000000 TIJV LLC A 62851