ADVISEWELL INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ADVISEWELL INC (EIN 72-1081340)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-15
- IRS object ID
- 201102279349301610
- Schema version
- 2010v3.4
- 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 | 2011-08-15T08:59:02-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POSTLETHWAITE & NETTERVILLE | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8550 UNITED PLAZA BLVD SUITE 1001 | AddressLine1 |
| City | BATON ROUGE | City |
| State | LA | State |
| ZIP Code | 70809 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721081340 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EQHEALTH SOLUTIONS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EQHE | NameControl |
| Phone | 2259266353 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8591 UNITED PLAZA BLVD NO 270 | AddressLine1 |
| City | BATON ROUGE | City |
| State | LA | State |
| ZIP Code | 708097018 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY L CURTIS | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 2259266353 | Phone |
| Date Signed | 2011-08-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RALPH STEPHENS | Name |
| Phone | 2259224600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GARY L CURTIS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8591 UNITED PLAZA BKVD | AddressLine1 |
| City | BATON ROUGE | City |
| State | LA | State |
| ZIP Code | 70809 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 22359247 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.EQHEALTHSOLUTIONS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | LA | StateLegalDomicile |
| Activity Or Mission Description | TO IMPROVE THE QUALITY OF HEALTH AND HEALTH CARE BY USING INFORMATION AND COLLABORATIVE RELATIONSHIPS TO ENABLE CHANGES. SIGNIFICANT ACTIVITIES INCLUDE PROVIDING QUALITY IMPROVEMENT, REVIEW, AND ASSURANCE SERVICES FOR HEALTH PROGRAMS ADMINISTERED BY GOVERNMENTAL AND PRIVATE ORGANIZATIONS. EQHEALTH SOLUTIONS RECEIVES A SUBSTANTIAL PART OF ITS FUNDING FROM FEDERAL AND STATE GOVERNMENTAL CONTRACTS TO BENEFIT PUBLIC HEALTH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 233 | TotalNbrEmployees |
| Total Nbr Volunteers | 12 | 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 | 20850532 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 21144359 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 112156 | InvestmentIncomePriorYear |
| Investment Income Current Year | 71600 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 195001 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1143288 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21157689 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22359247 | 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 | 13763079 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15011325 | 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 | 6770414 | OtherExpensePriorYear |
| Other Expenses Current Year | 7290159 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20533493 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22301484 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 624196 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 57763 | RevenuesLessExpensesCY |
| Total Assets BOY | 14233475 | TotalAssetsBOY |
| Total Assets EOY | 13945365 | TotalAssetsEOY |
| Total Liabilities BOY | 1696528 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1423823 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12536947 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12521542 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO IMPROVE THE QUALITY OF HEALTH AND HEALTH CARE BY USING INFORMATION AND COLLABORATIVE RELATIONSHIPS TO ENABLE CHANGE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 15128793 | Expense |
| Revenue | 22287647 | Revenue |
| Description | EQHEALTH SOLUTIONS IS MEDICARE'S QUALITY IMPROVEMENT ORGANIZATION (QIO) FOR THE STATE OF LOUISIANA. THE ORGANIZATION PROVIDES HEALTH CARE QUALITY IMPROVEMENT SERVICES THROUGH PROVIDER EDUCATION AND DATA ANALYSIS. EQHEALTH SOLUTIONS ALSO PROVIDES HEALTH CARE MANAGEMENT SERVICES TO VARIOUS STATE AGENCIES AROUND THE COUNTRY. SUCH SERVICES INCLUDE INPATIENT PRE-CERTIFICATION, QUALITY ASSURANCE AND UTILIZATION REVIEW OF MEDICAL SERVICES RENDERED TO STATE MEDICAID BENEFICIARIES. | Description |
| Total Program Service Expense | 15128793 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 97 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 233 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 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 | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | 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 | GARY L CURTIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2259266353 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8591 UNITED PLAZE BLVD | AddressLine1 |
| City | BATON ROUGE | City |
| State | LA | State |
| ZIP Code | 70809 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| LEONARD KANCHER MD | ||||||||
| CHAIRMAN | 1.50 | X | X | 14044 | 0 | 0 | ||
| THEODORE BORGMAN MD | ||||||||
| VICE-CHAIRMAN | 1.00 | X | X | 9451 | 0 | 0 | ||
| ALFREDA TILLMAN-BESTER | ||||||||
| SECRETARY-TREASURER | 1.30 | X | X | 11594 | 0 | 0 | ||
| BRET A CLESI | ||||||||
| DIRECTOR | 1.90 | X | 17106 | 0 | 0 | |||
| ELLIOTT ROBERTS SR | ||||||||
| DIRECTOR | 2.10 | X | 18988 | 0 | 0 | |||
| LEO STANLEY | ||||||||
| DIRECTOR | 0.60 | X | 5687 | 0 | 0 | |||
| JEFFREY COCO | ||||||||
| DIRECTOR | 0.30 | X | 2800 | 0 | 0 | |||
| GARY L CURTIS | ||||||||
| CEO, PRESIDENT | 42.00 | X | 270765 | 0 | 28970 | |||
| EDIE Q CASTELLO | ||||||||
| COO, VICE-PRESIDENT | 46.00 | X | 213864 | 0 | 21721 | |||
| PATRICK G TULLIER | ||||||||
| CFO | 46.00 | X | 162761 | 0 | 29779 | |||
| ANGELA R PERRY MD | ||||||||
| MEDICAL DIRECTOR | 46.00 | 202397 | 0 | 12844 | X | |||
| TIMOTHY M WRIGHT MD | ||||||||
| ASSOC. MEDICAL DIRECTOR | 32.00 | 154862 | 0 | 15722 | X | |||
| CHERYL COLLINS | ||||||||
| FL PROJECT DIRECTOR | 45.00 | 173339 | 0 | 8854 | X | |||
| CARMELLA SEBASTIAN | ||||||||
| FL MEDICAL DIRECTOR | 37.00 | 152584 | 0 | 7350 | X | |||
| ILA C SARKAR | ||||||||
| DIRECTOR OF ANALYTICS | 42.00 | 133655 | 0 | 12681 | X | |||
| SHERELL B SINGLETON | ||||||||
| CORP PROJECT DIRECTOR | 50.00 | 137511 | 0 | 14036 | X | |||
| SEAN C MARCHIAFAVA | ||||||||
| CHIEF INFORMATION OFFICER | 42.00 | 142592 | 0 | 12666 | X | |||
| BECKY I RAU | ||||||||
| MS PROJECT DIRECTOR | 65.00 | 133205 | 0 | 12923 | X | |||
| MAYUR YERMANENI | ||||||||
| BUSINESS DEVELOPMENT DIRECTOR | 49.00 | 148490 | 0 | 12841 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2105695 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 190387 | TotalOtherCompensation |
| Number Individuals GT100 K | 17 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| RITCHEY HEALTHCARE CONSULTING | |||||
| 130 GREENBRIAR COURT | LAFAYETTE | LA | 70503 | PHYSICIAN CONSULTANT | 242673 |
| FOLEY AND LARDNER LLO | |||||
| 106 EAST COLLEGE AVE STE 990 | TALLAHASSEE | FL | 32301 | LEGAL SERVICES | 149506 |
| CAMPBELL HEALTH MANAGEMENT | |||||
| 4332 LAS CRUCES WAY STE 711 | SACRAMENTO | CA | 95864 | BUSINESS CONSULTANT | 104057 |
| SAMUEL LEONARD MD | |||||
| 58210 GWIN ROAD | SLIDELL | LA | 70460 | PHYSICIAN CONSULTANT | 102392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GOVERNMENT HEALTH MANA | Description |
| Business Code | 621110 | BusinessCode |
| Total Revenue Column | 21144359 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21144359 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 21144359 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 71600 | TotalRevenueColumn |
| Exclusion | $71,600 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 621110 | BusinessCode |
| Total Revenue Column | 1143288 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1143288 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1143288 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22359247 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22287647 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $71,600 | ExclusionAmount |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11099182 | Total |
| Program Services | 8461901 | ProgramServices |
| Management And General | 2637281 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3912143 | Total |
| Program Services | 2994865 | ProgramServices |
| Management And General | 917278 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 299742 | Total |
| Management And General | 299742 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37255 | Total |
| Management And General | 37255 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80771 | Total |
| Program Services | 33962 | ProgramServices |
| Management And General | 46809 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1217545 | Total |
| Management And General | 1217545 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 532183 | Total |
| Program Services | 286819 | ProgramServices |
| Management And General | 245364 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44951 | Total |
| Program Services | 17746 | ProgramServices |
| Management And General | 27205 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351341 | Total |
| Management And General | 351341 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75301 | Total |
| Program Services | 53887 | ProgramServices |
| Management And General | 21414 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PHYSICIAN ADVISORS | 1163259 | 1163259 | |
| PHOTOCOPYING | 589609 | 589609 | |
| CONSULTANTS | 443280 | 94604 | 348676 |
| TELECOMMUNICATION | 417767 | 316944 | 100823 |
| CRITERIA | 393305 | 393305 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1643850 | Total |
| Program Services | 721892 | ProgramServices |
| Management And General | 921958 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22301484 | Total |
| Program Services | 15128793 | ProgramServices |
| Management And General | 7172691 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1518455 | BOY |
| EOY | 8474292 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4183574 | BOY |
| EOY | 1807192 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6800298 | BOY |
| EOY | 2291701 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118734 | BOY |
| EOY | 183353 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 426926 | BOY |
| EOY | 208540 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2845855 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1910298 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1130458 | BOY |
| EOY | 935557 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55030 | BOY |
| EOY | 44730 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14233475 | BOY |
| EOY | 13945365 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1696528 | BOY |
| EOY | 1423823 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1696528 | BOY |
| EOY | 1423823 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12536947 | BOY |
| EOY | 12521542 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12536947 | BOY |
| EOY | 12521542 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14233475 | BOY |
| EOY | 13945365 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 57763 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -73168 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19505323 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20485579 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21983779 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20850532 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21144359 | CurrentTaxYear |
| Total | 103969572 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19505323 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20485579 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21983779 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20850532 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21144359 | CurrentTaxYear |
| Total | 103969572 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 103969572 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 233733 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 277712 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 152417 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 112156 | CurrentTaxYearMinus1Year |
| Current Tax Year | 71600 | CurrentTaxYear |
| Total | 847618 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 104817190 | TotalSupport |
| Public Support Pertcentage170 | 0.99190 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99160 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 60500 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 60500 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 22240984 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 22301484 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 2000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 54000 | CurrentYearMinus1 |
| Current Year | 60500 | CurrentYear |
| Total | 114500 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 500000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $750,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 54000 | CurrentYearMinus1 |
| Current Year | 60500 | CurrentYear |
| Total | 114500 | Total |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 37974 | InvestmentCostOrOtherBasis |
| Depreciation | 24834 | Depreciation |
| Book Value | 13140 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2526202 | InvestmentCostOrOtherBasis |
| Depreciation | 1696345 | Depreciation |
| Book Value | 829857 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 281679 | InvestmentCostOrOtherBasis |
| Depreciation | 189119 | Depreciation |
| Book Value | 92560 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 935557 | TotalOfBookValueLandBuildings |
| Total Revenue | 22359247 | TotalRevenue |
| Total Expenses | 22301484 | TotalExpenses |
| Excess Or Deficit For Year | 57763 | ExcessOrDeficitForYear |
| Prior Period Adjustments | -73168 | PriorPeriodAdjustments |
| Total Adjustments | -73168 | TotalAdjustments |
| Excess Or Deficit Per FS | -15405 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 22359247 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 22359247 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 22359247 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22301484 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 22301484 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 22301484 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE ORGANIZATION ADOPTED THE ACCOUNTING GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS, AND IN MANAGEMENT'S JUDGEMENT, THE ORGANIZATION DOES NOT HAVE ANY TAX POSITIONS THAT WOULD RESULT IN A LOSS CONTINGENCY CONSIDERING THE FACTS, CIRCUMSTANCES, AND INFORMATION AVAILABLE AT THE REPORTING DATE. THE FEDERAL TAX YEARS OPEN FOR ASSESSMENT INCLUDE YEARS ENDING AFTER DECEMBER 31, 2007. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GARY L CURTIS | |||||||||||||
| 241077 | 0 | 24900 | 0 | 4788 | 0 | 12690 | 0 | 16280 | 0 | 299735 | 0 | 0 | 0 |
| EDIE Q CASTELLO | |||||||||||||
| 187087 | 0 | 23123 | 0 | 3654 | 0 | 3908 | 0 | 17813 | 0 | 235585 | 0 | 0 | 0 |
| PATRICK G TULLIER | |||||||||||||
| 149684 | 0 | 10000 | 0 | 3077 | 0 | 8066 | 0 | 21713 | 0 | 192540 | 0 | 0 | 0 |
| ANGELA R PERRY MD | |||||||||||||
| 196397 | 0 | 6000 | 0 | 0 | 0 | 0 | 0 | 12844 | 0 | 215241 | 0 | 0 | 0 |
| TIMOTHY M WRIGHT MD | |||||||||||||
| 151862 | 0 | 3000 | 0 | 0 | 0 | 7722 | 0 | 8000 | 0 | 170584 | 0 | 0 | 0 |
| CHERYL COLLINS | |||||||||||||
| 172397 | 0 | 942 | 0 | 0 | 0 | 1683 | 0 | 7171 | 0 | 182193 | 0 | 0 | 0 |
| CARMELLA SEBASTIAN | |||||||||||||
| 152584 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 7350 | 0 | 159934 | 0 | 0 | 0 |
| SHERELL B SINGLETON | |||||||||||||
| 123335 | 0 | 11705 | 0 | 2471 | 0 | 6427 | 0 | 7609 | 0 | 151547 | 0 | 0 | 0 |
| SEAN C MARCHIAFAVA | |||||||||||||
| 129977 | 0 | 12615 | 0 | 0 | 0 | 6575 | 0 | 6091 | 0 | 155258 | 0 | 0 | 0 |
| MAYUR YERMANENI | |||||||||||||
| 139952 | 0 | 8538 | 0 | 0 | 0 | 5250 | 0 | 7591 | 0 | 161331 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ORGANIZATION IS A PHYSICIAN SPONSORED NON-PROFIT ENTITY. MEMBERSHIP IS ALLOWED TO ALL PARTICIPATING LICENSED PHYSICIANS WITHIN THE STATE OF LOUISIANA. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PREPARED BY INDEPENDENT ACCOUNTANTS BASED ON AUDITED FINANCIAL STATEMENTS. FINANCIAL STATEMENTS AND FORM 990 ARE REVIEWED ANNUALLY BY THE BOARD'S AUDIT COMMITTEE AND COPIES FORWARDED TO THE ENTIRE BOARD FOR APPROVAL. | |
| CONFLICT OF INTEREST POLICY IS REVIEWED EACH YEAR. OFFICERS AND DIRECTORS ARE REQUESTED TO SIGN DOCUMENT OF COMPLIANCE ANNUALLY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| SALARIES FOR KEY POSITIONS ARE BASED ON DATA OBTAINED FROM NATIONAL HR SOFTWARE WHICH LIST SALARY RANGES BY REGIONS AND COMPANY SIZE. ADDITIONAL DATA WAS ALSO OBTAINED FROM INDEPENDENT CONSULTANT WHO INITIATED SALARY SURVEY AMONG SIMILAR ORGANIZATIONS PERFORMING THE SAME SERVICES THROUGHOUT THE UNITED STATES. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | PRIOR PERIOD ADJUSTMENTS: -73,168. | FORM 990, PART XI, LINE 5: |
| NO CHANGE FROM PRIOR YEAR. | PART XII, LINE 2C |
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