PAEON HEALTH SERVICES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PAEON HEALTH SERVICES INC (EIN 82-1064427)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-01-24
- IRS object ID
- 202540249349301239
- Schema version
- 2023v6.0
- 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) |
|---|---|---|
| Return | 2025-01-24T15:38:43-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 HOUSTON ST 600 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821064427 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAEON HEALTH SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAEO | BusinessNameControlTxt |
| Phone | 5128993995 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 VIA FORTUNA 500 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM MOLLOY | PersonNm |
| Person Title | OCF EVP/CFO/TREAS | PersonTitleTxt |
| Phone | 5128993995 | PhoneNum |
| Signature | 2025-01-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELVA SCOTT | PreparerPersonNm |
| PTIN | P01207335 | PTIN |
| Phone | 8173351900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JIM MOLLOY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1514 JEFFERSON HWY BH 546 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,900,954 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | FACILITATE PROVISION OF HEALTH CARE & OTHER SOCIAL SERVICES TO INDIVIDUALS INCLUDING THE INDIGENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 2 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,830,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,975,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,957,403 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,925,954 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,787,403 | PYTotalRevenueAmt |
| CY Total Revenue | $12,900,954 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,206,918 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,059,908 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $991,923 | PYOtherExpensesAmt |
| CY Other Expenses | $3,045,144 | CYOtherExpensesAmt |
| PY Total Expenses | $6,198,841 | PYTotalExpensesAmt |
| CY Total Expenses | $13,105,052 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $588,562 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$204,098 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $871,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $667,111 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $871,209 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $667,111 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THERE IS NO BOARD ADOPTED MISSION STATEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,799,916 | ExpenseAmt |
| Revenue | $4,925,954 | RevenueAmt |
| Desc | TERREBONNE PARISH HAS A SIGNIFICANT NEED FOR MEDICAL SERVICES FOR THE INDIGENT, INCLUDING THOSE WHO ARE ELIGIBLE TO PARTICIPATE IN THE MEDICAID PROGRAM. TO ACCOMPLISH ITS CHARITABLE PURPOSES, THE CORPORATION EMPLOYS PHYSICIANS PROVIDING PROFESSIONAL HEALTHCARE SERVICES FOR THE LOW-INCOME POPULATION. AS OF DECEMBER 2023, PAEON HEALTH SERVICES (PHS) EMPLOYED 32 PHYSICIANS, WHO SPECIALIZE IN AREAS SUCH AS ANESTHESIOLOGY, PATHOLOGY, PHYSICAL MEDICINE, AND NEONATOLOGY. PHS PHYSICIANS TREATED 11,577 PATIENTS IN 2023, OF WHICH 21% ARE MEDICAID PATIENTS AND 37% ARE MEDICARE PATIENTS. | Desc |
| Total Program Service Expenses | $12,799,916 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 32 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 2 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF BRINKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5128993995 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 VIA FORTUNA STE 500 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| PETER C NOVEMBER | |||||||||
| DIRECTOR/SEC/TREAS/CFO | 1.00 | 49.00 | Yes (X) | Yes (X) | $0 | $4,183,651 | $852,128 | ||
| SCOTT J POSECAI | |||||||||
| DIRECTOR/PRES/CEO (END: 12/2023) | 1.00 | 49.00 | Yes (X) | Yes (X) | $0 | $1,687,086 | $184,304 | ||
| WILLARD T DALTON MD | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $335,500 | $0 | $19,800 | Yes (X) | |||
| BEN B ADAMS MD | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $630,666 | $0 | $0 | Yes (X) | |||
| BEDFORD NIEVES-CRUZ MD | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $459,578 | $0 | $19,800 | Yes (X) | |||
| MICHAEL A PREJEAN MD | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $586,923 | $0 | $19,800 | Yes (X) | |||
| JARED M ROUSSEL MD | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $555,131 | $0 | $13,200 | Yes (X) | |||
| RUSSELL P HENRY MD | |||||||||
| FORMER KEY EMPLOYEE | 40.00 | 0.00 | $265,843 | $0 | $10,634 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,833,641 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,870,737 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,119,666 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 30 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTERNAL MEDICINE CLINIC OF HOUMA | |||||
| 911 VERRET ST | HOUMA | LA | 70360 | HEALTHCARE SERVICES | $760,290 |
| DEBORAH MCCOLLUM | |||||
| 2808 S CROCKETT | AMARILLO | TX | 79109 | PURCHASED PHYSICIAN SERVICES | $622,042 |
| DONALD EARL NETHERLAND | |||||
| 855 BELANGER ST STE 101 | HOUMA | LA | 70360 | PURCHASED PHYSICIAN SERVICES | $622,042 |
| OCHSNER MISC ACCOUNTS RECEIVABLE | |||||
| PO BOX 669444 | DALLAS | TX | 75266 | BILLING SERVICES | $196,693 |
| MPLT HEALTHCARE LLC | |||||
| 3701 FAU BLVD STE 300 | BOCA RATON | FL | 33431 | HEALTHCARE SERVICES | $124,927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $7,975,000 | RelatedOrganizationsAmt |
| Total Contributions | $7,975,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES FOR SERVICES | Desc |
| Business | 621110 | BusinessCd |
| Total Revenue Column | $4,925,954 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,925,954 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,925,954 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,900,954 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,925,954 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,124,384 | TotalAmt |
| Program Services | $9,124,384 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,659 | TotalAmt |
| Program Services | $8,659 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,597 | TotalAmt |
| Program Services | $491,597 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $435,268 | TotalAmt |
| Program Services | $435,268 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,235 | TotalAmt |
| Management And General | $19,235 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,000 | TotalAmt |
| Management And General | $33,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,427,625 | TotalAmt |
| Program Services | $2,215,464 | ProgramServicesAmt |
| Management And General | $212,161 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,738 | TotalAmt |
| Management And General | $13,738 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,091 | TotalAmt |
| Program Services | $173,091 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,303 | TotalAmt |
| Management And General | $26,303 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,700 | TotalAmt |
| Program Services | $334,700 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| DUES AND SUBSCRIPTIONS | $8,305 | $8,305 |
| BUSINESS LICENSES & PER | $4,040 | $4,040 |
| MEDICAL RECORDS AND SUP | $2,417 | $2,417 |
| CONTINUING EDUCATION | $1,991 | $1,991 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $699 | TotalAmt |
| Management And General | $699 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,105,052 | TotalAmt |
| Program Services | $12,799,916 | ProgramServicesAmt |
| Management And General | $305,136 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $824,524 | BOYAmt |
| EOY | $539,241 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,685 | BOYAmt |
| EOY | $127,870 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $871,209 | BOYAmt |
| EOY | $667,111 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $871,209 | BOYAmt |
| EOY | $667,111 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $871,209 | BOYAmt |
| EOY | $667,111 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $871,209 | BOYAmt |
| EOY | $667,111 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$204,098 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,265,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,240,984 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,400,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,830,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,975,000 | CurrentTaxYearAmt |
| Total | $22,710,984 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,550,559 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,041,605 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,644,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,957,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,925,954 | CurrentTaxYearAmt |
| Total | $12,120,454 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,815,559 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,282,589 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,044,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,787,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,900,954 | CurrentTaxYearAmt |
| Total | $34,831,438 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $34,831,438 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,815,559 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,282,589 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,044,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,787,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,900,954 | CurrentTaxYearAmt |
| Total | $34,831,438 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE TEXT OF THE FIN 48 (ASC 740) FOOTNOTE FROM OCHSNER CLINIC FOUNDATION'S CONSOLIDATED FINANCIAL STATEMENTS THAT REPORTS THE LIABILITY FOR UNCERTAIN TAX POSITIONS IS AS FOLLOWS: THE MAJORITY OF OCHSNER AND ITS SUBSIDIARIES QUALIFY AS TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(A) AND ARE DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ANY FEDERAL INCOME TAXES ASSOCIATED WITH THE FOR-PROFIT SUBSIDIARIES AND AFFILIATED ENTITIES ARE NOT MATERIAL TO OCHSNER'S CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT ANNUALLY REVIEWS ITS TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE ACCOMPANYING CONSOLIDATED BALANCE SHEETS. THE STATUTE OF LIMITATIONS REMAINS OPEN FOR TAX YEARS 2020 THROUGH 2023 IN OCHSNER'S MAIN TAX JURISDICTIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER C NOVEMBER | ||||||||||||||
| DIRECTOR/SEC/TREAS/CFO | $0 | $1,986,279 | $0 | $2,130,600 | $0 | $66,772 | $0 | $824,717 | $0 | $27,411 | $0 | $5,035,779 | $0 | $0 |
| SCOTT J POSECAI | ||||||||||||||
| DIRECTOR/PRES/CEO (END: 12/2023) | $0 | $986,214 | $0 | $600,000 | $0 | $100,872 | $0 | $156,800 | $0 | $27,504 | $0 | $1,871,390 | $0 | $52,500 |
| BEN B ADAMS MD | ||||||||||||||
| PHYSICIAN | $535,666 | $0 | $50,000 | $0 | $45,000 | $0 | $0 | $0 | $0 | $0 | $630,666 | $0 | $0 | $0 |
| MICHAEL A PREJEAN MD | ||||||||||||||
| PHYSICIAN | $531,552 | $0 | $10,000 | $0 | $45,371 | $0 | $19,800 | $0 | $0 | $0 | $606,723 | $0 | $0 | $0 |
| JARED M ROUSSEL MD | ||||||||||||||
| PHYSICIAN | $517,016 | $0 | $10,000 | $0 | $28,115 | $0 | $13,200 | $0 | $0 | $0 | $568,331 | $0 | $0 | $0 |
| BEDFORD NIEVES-CRUZ MD | ||||||||||||||
| PHYSICIAN | $374,886 | $0 | $0 | $0 | $84,692 | $0 | $19,800 | $0 | $0 | $0 | $479,378 | $0 | $0 | $0 |
| WILLARD T DALTON MD | ||||||||||||||
| PHYSICIAN | $330,641 | $0 | $4,859 | $0 | $0 | $0 | $19,800 | $0 | $0 | $0 | $355,300 | $0 | $0 | $0 |
| RUSSELL P HENRY MD | ||||||||||||||
| FORMER KEY EMPLOYEE | $220,000 | $0 | $45,843 | $0 | $0 | $0 | $10,634 | $0 | $0 | $0 | $276,477 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE OFFICERS OF PAEON HEALTH SERVICES, INC. ARE NOT COMPENSATED BY PAEON HEALTH SERVICES, INC., BUT ARE COMPENSATED BY RELATED ORGANIZATIONS FOR THEIR ROLES AS OFFICERS OF THE OCHSNER CLINIC FOUNDATION. THE PROCESS FOR DETERMINING COMPENSATION IS DESCRIBED ON THE FORM 990 OF OCHSNER CLINIC FOUNDATION (TIN# 72-0502505). THE METHODS USED INCLUDE A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACTS, A COMPENSATION SURVEY, AND APPROVAL BY THE COMPENSATION COMMITTEE. |
| PART I, LINE 4B | THE FOLLOWING PEOPLE PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) WHICH IS PART OF THE TERMS AND CONDITIONS OF THEIR EMPLOYMENT CONTRACTS WITH OCHSNER CLINIC FOUNDATION AND IS BASED ON A TARGETED REPLACEMENT OF A SET PERCENTAGE OF THEIR SALARY AT AGE 65. THE SERP IS CLASSIFIED AS A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THIS BENEFIT IS FUNDED IN A TRUST ACCOUNT WITH HANCOCK WHITNEY BANK. FOLLOWING IS A LIST OF PARTICIPANTS, THEIR TITLE WITH THE SPONSORING ORGANIZATION, AND ANY DISTRIBUTIONS MADE IN 2023: * PETER C NOVEMBER, CHIEF EXECUTIVE OFFICER; NO DISTRIBUTION. * SCOTT J POSECAI, EXECUTIVE VICE PRESIDENT, CFO, AND TREASURER; NO DISTRIBUTION. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STMT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE STMT | RelationshipDescriptionTxt |
| Transaction | $760,290 | TransactionAmt |
| Transaction | SEE STMT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: INTERNAL MEDICINE CLINIC OF HOUMA(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: ENTITY MORE THAN 35% CONTROLLED BY RUSSELL HENRY, MD, A FORMER KEY EMPLOYEE OF PHS(D) DESCRIPTION OF TRANSACTION: INDEPENDENT CONTRACTOR - HEALTHCARE SERVICES | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | DELEGATION OF MANAGEMENT DUTIES: PAEON HEALTH SERVICES, INC. AND THE HOSPITAL SERVICE DISTRICT NO. 1 OF THE PARISH OF TERREBONNE D/B/A TERREBONNE GENERAL MEDICAL CENTER (THE "DISTRICT") HAVE ENTERED INTO A MANAGEMENT SERVICES AGREEMENT. THE DISTRICT PROVIDES DAY-TO-DAY MANAGEMENT AND ADMINISTRATIVE SUPPORT AND SUPERVISION TO THE CORPORATION. THE DISTRICT DOES NOT RECEIVE COMPENSATION UNDER THE MANAGEMENT AGREEMENT. |
| FORM 990, PART VI, SECTION A, LINE 6 | CLASSES OF MEMBERS OR STOCKHOLDERS: PAEON HEALTH SERVICES, INC. IS THE WHOLLY-OWNED SUBSIDIARY OF OCHSNER CLINIC FOUNDATION, A RELATED 501(C)(3) ORGANIZATION. OCHSNER CLINIC FOUNDATION IS THE SOLE MEMBER OF PAEON HEALTH SERVICES, INC. MEMBERSHIP IS NOT TRANSFERABLE OR ASSIGNABLE. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY: ONLY THE MEMBER MAY APPOINT MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS: ONLY THE MEMBERS MAY TAKE THE FOLLOWING ACTIONS: ADOPT OR ALTER THE ARTICLES OF INCORPORATION OR BYLAWS; ANY BUSINESS COMBINATION, DISSOLUTION OR LIQUIDATION; CREATE OR INVESTING IN ANY SUBSIDIARY ENTITY; PURCHASE OR ACQUIRE OUTSIDE OF THE CAPITAL BUDGET; EXECUTION OF ANY CONTRACT; ADDITION OF MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEW OF FORM 990 BY GOVERNING BODY: ONE OR MORE MEMBERS OF SENIOR MANAGEMENT REVIEW THE RETURN. THE RETURN IS ALSO REVIEWED BY ERNST & YOUNG US, LLP, THE COMPANY'S TAX ADVISORS. A COPY OF THE RETURN IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS ELECTRONICALLY AND COMMENTS ARE SOLICITED FROM THE ENTIRE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY: OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES OF OCHSNER CLINIC FOUNDATION AND ITS SUBSIDIARIES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY, OR WITHIN 40 DAYS OF BECOMING AN EMPLOYEE, OR IF A CURRENT EMPLOYEE HAS A CHANGE IN BUSINESS CIRCUMSTANCES NOT PREVIOUSLY DISCLOSED. THE CONFLICT OF INTEREST PROGRAM ADMINISTRATOR REVIEWS DISCLOSURES AND DETERMINES WHETHER ACTION IS NECESSARY OR IF THE DISCLOSURE NEEDS TO BE REVIEWED BY THE CONFLICT OF INTEREST STEERING COMMITTEE. OCHSNER CLINIC FOUNDATION REQUIRES ANNUAL CERTIFICATION THAT THE RELATIONSHIPS DISCLOSED DURING A PRECEDING CALENDAR YEAR ARE COMPLETE AND ACCURATE. IN ADDITION, EMPLOYEES THAT DO NOT FALL WITHIN THE SCOPE OF THE CONFLICT OF INTEREST DISCLOSURE POLICY COMPLETE NEW HIRE OR RISK-BASED CONFLICT OF INTEREST TRAINING IN ALIGNMENT WITH THE CONFLICT OF INTEREST POLICY. PAEON HEALTH SERVICES, INC. OFFICERS, DIRECTORS, OR COMMITTEE MEMBERS MUST DISCLOSE BOTH THE EXISTENCE OF ANY ACTUAL OR PERCEIVED FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE DISINTERESTED MEMBERS, DIRECTORS, OR COMMITTEE MEMBERS SHALL DECIDE BY ANONYMOUS VOTE WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND FAIR AND REASONABLE. ADDITIONALLY, EACH BOARD MEMBER SHALL ANNUALLY SIGN A STATEMENT WHICH DISCLOSES ANY CONFLICT OF INTEREST AND AFFIRMS THE CONFLICT OF INTEREST POLICY. AN INDIVIDUAL WHO VIOLATES THE CONFLICT OF INTEREST IS SUBJECT TO DISCIPLINARY ACTION, WHICH MAY INCLUDE REMOVAL FROM OFFICE AND/OR THE BOARD. THE BOARD SHALL DETERMINE THE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION FOR ANY CONFLICTS OF INTEREST OR ANY NON-COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | OFFICER COMPENSATION: THE OFFICERS OF PAEON HEALTH SERVICES, INC. ARE NOT COMPENSATED BY PAEON HEALTH SERVICES, INC., BUT ARE COMPENSATED BY RELATED ORGANIZATIONS FOR THEIR ROLES AS OFFICERS OR EXECUTIVES OF THE OCHSNER CLINIC FOUNDATION. THE PROCESS FOR DETERMINING COMPENSATION IS DESCRIBED ON THE FORM 990 OF OCHSNER CLINIC FOUNDATION (TIN# 72-0502505). |
| FORM 990, PART VI, SECTION C, LINE 19 | REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC: ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND FORMS 990 AND 990-T ARE AVAILABLE UPON WRITTEN REQUEST TO THE CHIEF FINANCIAL OFFICER OF OCHSNER CLINIC FOUNDATION. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON WRITTEN REQUEST TO THE AUDIT SERVICES DEPARTMENT OF OCHSNER CLINIC FOUNDATION. |
| FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B) - ADDITIONAL COMP: | COMPENSATION FROM INTEGRATED HEALTH SYSTEM EACH OF THE OFFICERS/DIRECTORS LISTED IN PART VII AND SCHEDULE J HOLD POSITIONS WITH RELATED 501(C)(3) ORGANIZATIONS. FOR EACH OF THESE INDIVIDUALS, THE COMPENSATION LISTED IS RECEIVED FROM THE RELATED ORGANIZATION. THE AMOUNT OF TIME SHOWN FOR EACH AS "AVERAGE HOURS PER WEEK" IN PART VII, SECTION A, LINE 1A, COLUMN B, CONSISTS PRIMARILY OF EACH OFFICER'S TIME SPENT ON THE OFFICER'S ROLE WITH PAEON HEALTH SERVICES INC. THE REMAINDER OF EACH OFFICER'S TIME IS SPENT FULFILLING RESPONSIBILITIES THROUGH THEIR ROLES WITH THE RELATED ORGANIZATION AND/OR IS MORE EVENLY DISTRIBUTED ACROSS ALL OTHER ORGANIZATIONS IN THE INTEGRATED HEALTH SYSTEM. |
| FORM 990, PART IX, LINE 11G | HEALTHCARE SERVICES: PROGRAM SERVICE EXPENSES 2,215,464. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,215,464. BILLING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 206,725. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 206,725. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,436. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,436. |
| FORM 990, PART XII, LINE 2C - OCHSNER CLINIC FOUNDATION SUBSIDIARY: | PAEON HEALTH SERVICES, INC. IS A SUBSIDIARY OF OCHSNER CLINIC FOUNDATION (TIN# 72-0502505), AND IS THUS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF OCHSNER CLINIC FOUNDATION. OCHSNER CLINIC FOUNDATION'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTANT. OCHSNER CLINIC FOUNDATION HAS A COMMITTEE FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADIA GENERAL HOSPITAL INC OCHSNER ACADIA GENERAL HOSPITAL | |||||||||||
| 1305 CROWLEY RAYNE HWY | CROWLEY | LA | 70526 | 464958152 | HOSPITAL | LA | 501(C)(3) | LINE 3 | LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL | 0 | |
| BRENT HOUSE CORPORATION | |||||||||||
| 1512 JEFFERSON HIGHWAY | NEW ORLEANS | LA | 70121 | 720872457 | RENTS HOTEL ROOMS TO PATIENTS/GUESTS OF OCHSNER FACILITIES. | LA | 501(C)(3) | LINE 12A, I | OCHSNER CLINIC FOUNDATION | 0 | |
| CAMP BON COEUR INC (END 082023) | |||||||||||
| 300 RIDGE ROAD STE K | LAFAYETTE | LA | 70506 | 581710741 | CAMP FOR PEDIATRIC CARDIOVASCULAR PATIENTS | LA | 501(C)(3) | LINE 7 | LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL | 0 | |
| EBR MEDICAL FACILITIES INC | |||||||||||
| 1514 JEFFERSON HIGHWAY | NEW ORLEANS | LA | 70121 | 471267935 | REAL ESTATE TITLE HOLDING COMPANY | DE | 501(C)(2) | OCHSNER CLINIC FOUNDATION | 0 | ||
| KAPLAN GENERAL HOSPITAL INC ABROM KAPLAN MEMORIAL HOSPITAL | |||||||||||
| 1214 COOLIDGE BLVD | LAFAYETTE | LA | 70503 | 472540179 | HOSPITAL | LA | 501(C)(3) | LINE 3 | LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL | 0 | |
| KEMPER CAH INC OCHSNER STENNIS HOSPITAL | |||||||||||
| 1314 19TH AVENUE | MERIDIAN | MS | 39301 | 271757642 | PROVIDING HEALTH CARE SERVICES | MS | 501(C)(3) | LINE 3 | RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH | 0 | |
| LAFAYETTE GENERAL FOUNDATION INC OCHSNER LAFAYETTE GENERAL FOUNDATION | |||||||||||
| 1214 COOLIDGE BLVD | LAFAYETTE | LA | 70503 | 371766778 | FOUNDATION | LA | 501(C)(3) | LINE 12A, I | LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL | 0 | |
| LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL | |||||||||||
| 920 WEST PINHOOK ROAD | LAFAYETTE | LA | 70503 | 383646817 | HEALTHCARE SUPPORT | LA | 501(C)(3) | LINE 12A, I | OCHSNER CLINIC FOUNDATION | 0 | |
| LAFAYETTE GENERAL MEDICAL CENTER INC OCHSNER LAFAYETTE GENERAL MEDICAL C | |||||||||||
| 1214 COOLIDGE BLVD | LAFAYETTE | LA | 70503 | 720535375 | HOSPITAL | LA | 501(C)(3) | LINE 3 | LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL | 0 | |
| LAFAYETTE HEALTH VENTURES INC | |||||||||||
| 1211 COOLIDGE STREET | LAFAYETTE | LA | 70503 | 721006966 | PHYSICIAN PRACTICES | DE | 501(C)(3) | LINE 12A, I | LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL | 0 | |
| LAIRD HOSPITAL INC OCHSNER LAIRD HOSPITAL | |||||||||||
| 25117 HIGHWAY 15 | UNION | MS | 39365 | 201835779 | PROVIDING HEALTH CARE SERVICES | MS | 501(C)(3) | LINE 3 | RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH | 0 | |
| MEDICAL FOUNDATION INC | |||||||||||
| 1314 19TH AVENUE | MERIDIAN | MS | 39301 | 640834532 | PROVIDING HEALTH CARE SERVICES | MS | 501(C)(3) | LINE 3 | RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH | 0 | |
| MERIDIAN SPEECH & HEARING CENTER INC | |||||||||||
| 1314 19TH AVENUE | MERIDIAN | MS | 39301 | 640529831 | PROVIDING AUDIOLOGY SERVICES AND DYSLEXIA TESTING AND TREATMENT | MS | 501(C)(3) | LINE 10 | RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH | 0 | |
| NEWCA HEALTHCARE INC | |||||||||||
| 1314 19TH AVENUE | MERIDIAN | MS | 39301 | 201254928 | PROVIDING HEALTH CARE SERVICES | MS | 501(C)(3) | LINE 3 | RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH | 0 | |
| OCF MEDICAL FACILITIES III INC (BEG 032023) | |||||||||||
| 1514 JEFFERSON HIGHWAY | NEW ORLEANS | LA | 70121 | 922819789 | REAL ESTATE TITLE HOLDING COMPANY | DE | 501(C)(2) | OCHSNER CLINIC FOUNDATION | 0 | ||
| OCF MEDICAL FACILITIES II INC | |||||||||||
| 1514 JEFFERSON HIGHWAY | NEW ORLEANS | LA | 70121 | 921190277 | REAL ESTATE TITLE HOLDING COMPANY | DE | 501(C)(2) | OCHSNER CLINIC FOUNDATION | 0 | ||
| OCF MEDICAL FACILITIES INC | |||||||||||
| 1514 JEFFERSON HIGHWAY | NEW ORLEANS | LA | 70121 | 464381058 | REAL ESTATE TITLE HOLDING COMPANY | DE | 501(C)(2) | OCHSNER CLINIC FOUNDATION | 0 | ||
| OCHSNER CLINIC FOUNDATION | |||||||||||
| 1514 JEFFERSON HIGHWAY | NEW ORLEANS | LA | 70121 | 720502505 | PATIENT CARE | LA | 501(C)(3) | LINE 3 | 0 | N/A | |
| OMCNS MEDICAL FACILITIES INC | |||||||||||
| 1514 JEFFERSON HIGHWAY | NEW ORLEANS | LA | 70121 | 472642764 | REAL ESTATE TITLE HOLDING COMPANY | LA | 501(C)(2) | OCHSNER CLINIC FOUNDATION | 0 | ||
| RUSH CARE INC OCHSNER SPECIALTY HOSPITAL | |||||||||||
| 1314 19TH AVENUE | MERIDIAN | MS | 39301 | 640833381 | PROVIDING HEALTH CARE SERVICES | MS | 501(C)(3) | LINE 3 | RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH | 0 | |
| RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH | |||||||||||
| 1314 19TH AVENUE | MERIDIAN | MS | 39301 | 640664988 | PROVIDING SUPPORT TO HEALTH CARE AFFILIATES | MS | 501(C)(3) | LINE 12C, III-FI | OCHSNER CLINIC FOUNDATION | 0 | |
| RUSH HOME CARE INC OCHSNER WOMEN'S IMAGING | |||||||||||
| 1314 19TH AVENUE | MERIDIAN | MS | 39301 | 640670314 | PROVIDING HOME HEALTH CARE | MS | 501(C)(3) | LINE 3 | RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH | 0 | |
| RUSH HOSPITAL - BUTLER INC OCHSNER CHOCTAW GENERAL | |||||||||||
| 1314 19TH AVENUE | MERIDIAN | MS | 39301 | 640655993 | PROVIDING HEALTH CARE SERVICES | AL | 501(C)(3) | LINE 3 | RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH | 0 | |
| RUSH MEDICAL FOUNDATION OCHSNER RUSH MEDICAL CENTER | |||||||||||
| 1314 19TH AVENUE | MERIDIAN | MS | 39301 | 640345119 | PROVIDING HEALTH CARE SERVICES | MS | 501(C)(3) | LINE 3 | RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH | 0 | |
| RUSH MEDICAL GROUP OF NEWTON PA A MISSISSIPPI PROFESSIONAL CORP | |||||||||||
| 1314 19TH AVENUE | MERIDIAN | MS | 39301 | 640783323 | PROVIDING HEALTH CARE SERVICES | MS | 501(C)(3) | LINE 3 | RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH | 0 | |
| SCOTT REGIONAL MEDICAL CENTER INC DBA OCHSNER SCOTT REGIONAL | |||||||||||
| 1314 19TH AVENUE | MERIDIAN | MS | 39301 | 260792328 | PROVIDING HEALTH CARE SERVICES | MS | 501(C)(3) | LINE 3 | RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH | 0 | |
| ST MARTIN HOSPITAL INC OCHSNER ST MARTIN HOSPITAL | |||||||||||
| 210 CHAMPAGNE BLVD | BREAUX BRIDGE | LA | 70517 | 264626264 | HOSPITAL | LA | 501(C)(3) | LINE 3 | LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL | 0 | |
| THE FOUNDATION FOR RUSH INC | |||||||||||
| 1314 19TH AVENUE | MERIDIAN | MS | 39301 | 473716882 | FOUNDATION/FUNDRAISING | MS | 501(C)(3) | LINE 7 | RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH | 0 | |
| UNIVERSITY HOSPITAL AND CLINICS INC OCHSNER UNIVERSITY HOSPITAL & CLINIC | |||||||||||
| 2390 WEST CONGRESS | LAFAYETTE | LA | 70506 | 462605366 | HOSPITAL | LA | 501(C)(3) | LINE 3 | LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| IMPACT TALENT SOLUTIONS I LLC | ||||||||||
| 1514 JEFFERSON HWY | NEW ORLEANS | LA | 70121 | 920541820 | STAFFING SERVICES | DE | OCHSNER HOLDCO CORPORATION | RELATED | 0 | 0 |
| MERIDIAN SURGERY CENTER LLC (END 082023) | ||||||||||
| 2100 13TH ST | MERIDIAN | MS | 39301 | 300160065 | AMBULATORY SURGERY CENTER | MS | RUSH MEDICAL FOUNDATION OCHSNER RUSH MEDICAL CENTER | RELATED | 0 | 0 |
| MTS-LGH THERAPY SERVICES LLC MCLEOD-TRAHAN-SHEFFIELD PHYSICAL THERAPY SER | ||||||||||
| 920 W PINHOOK RD | LAFAYETTE | LA | 70503 | 821448014 | PHYSICAL THERAPY | LA | LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL | RELATED | 0 | 0 |
| OCHSNER KIDNEY CARE LLC | ||||||||||
| 3867 PLAZA TOWER DRIVE | BATON ROUGE | LA | 70816 | 861310404 | RENAL DIALYSIS CENTERS | LA | OCHSNER CLINIC FOUNDATION | RELATED | 0 | 0 |
| OIL CENTER SURGICAL PLAZA LLC (END 122023) | ||||||||||
| 1000 W PINHOOK RD STE 204 | LAFAYETTE | LA | 70503 | 464090110 | SURGERY CENTER | LA | LAFAYETTE GENERAL MEDICAL CENTER INC OCHSNER LAFAYETTE GENERAL MEDICAL C | RELATED | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY MEDICAL GROUP-ST CHARLES INC | |||||||||||||
| 320 SOMERULOS STREET | BATON ROUGE | LA | 708026129 | 463447107 | CLINICAL SERVICES | LA | SATYR CLINICAL SERVICES INC | C | 0 | ||||
| DEUTERON REALTY | |||||||||||||
| 1514 JEFFERSON HIGHWAY | NEW ORLEANS | LA | 70121 | 721079347 | NOMINEE REAL ESTATE CORPORATION | LA | OCHSNER CLINIC FOUNDATION | C | 0 | ||||
| HYDRA CLINICAL SERVICES INC | |||||||||||||
| 2801 VIA FORTUNA STE 500 | AUSTIN | TX | 78746 | 821664573 | MEDICAL SERVICES-INDIGENT CARE | LA | OCHSNER CLINIC FOUNDATION | C | 0 | ||||
| LG INDEMNITY COMPANY LTD | |||||||||||||
| 981481983 | CAPTIVE INSURANCE | LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL | C | 0 | 23 LIME TREE BAY AVE GOV SQ BLDG | GRAND CAYMAN | CJ | CJ | |||||
| MANAGED HEALTH CARE INC | |||||||||||||
| 1314 19TH AVENUE | MERIDIAN | MS | 39301 | 640862241 | MANAGED HEALTHCARE | MS | RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH | C | 0 | ||||
| MILLENNIUM HEALTHCARE MANAGEMENT INC | |||||||||||||
| 3510 N CAUSEWAY BLVD STE 110 | METAIRIE | LA | 70002 | 274327342 | MEDICAL SERVICES | LA | OCHSNER URGENT CARE 1 LLC | C | 0 | ||||
| OCHSNER DIVERSIFIED BUSINESS CORPORATION | |||||||||||||
| 1514 JEFFERSON HIGHWAY | NEW ORLEANS | LA | 70121 | 863065790 | MEDICAL SUPPLIES MANUFACTURING | DE | OCHSNER HOLDCO CORPORATION | C | 0 | ||||
| OCHSNER HEALTH PLAN INC | |||||||||||||
| 1514 JEFFERSON HIGHWAY | NEW ORLEANS | LA | 70121 | 352694728 | INSURANCE-HEALTH MAINTENANCE ORGANIZATION | LA | OHPI LLC | C | 0 | ||||
| OCHSNER HOLDCO CORPORATION | |||||||||||||
| 1514 JEFFERSON HIGHWAY | NEW ORLEANS | LA | 70121 | 862964646 | HOLDING COMPANY | DE | OCHSNER CLINIC FOUNDATION | C | 0 | ||||
| OCHSNER LWHA CORPORATION | |||||||||||||
| 1450 POYDRAS STREET STE 2250 | NEW ORLEANS | LA | 70112 | 862966581 | MEDICAL SERVICES-WOMENS | DE | OCHSNER HOLDCO CORPORATION | C | 0 | ||||
| PEAVEY INVESTMENT COMPANY INC | |||||||||||||
| 1220 16TH AVENUE | MERIDIAN | MS | 39301 | 640412267 | PROPERTY RENTAL | MS | RUSH SERVICE COMPANY INC | C | 0 | ||||
| PHYSICIAN MANAGEMENT SERVICES INC | |||||||||||||
| 1314 19TH AVENUE | MERIDIAN | MS | 39301 | 710927411 | HEALTHCARE MANAGEMENT | MS | PHYSICIAN SERVICES LLC | C | 0 | ||||
| RURAL HEALTHCARE MANAGEMENT INC | |||||||||||||
| 1314 19TH AVENUE | MERIDIAN | MS | 39301 | 811641843 | HEALTHCARE MANAGEMENT | MS | RUSH SERVICE COMPANY INC | C | 0 | ||||
| RUSH SERVICE COMPANY INC | |||||||||||||
| PO BOX 5188 | MERIDIAN | MS | 39302 | 640670493 | PROPERTY RENTAL | MS | RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH | C | 0 | ||||
| SATYR CLINICAL SERVICES INC | |||||||||||||
| 2801 VIA FORTUNA STE 500 | AUSTIN | TX | 78746 | 464147298 | MEDICAL SERVICES-INDIGENT CARE | LA | OCHSNER CLINIC FOUNDATION | C | 0 | ||||
| THE MEDICAL STORE INC | |||||||||||||
| 1314 19TH AVENUE | MERIDIAN | MS | 39301 | 640756777 | DURABLE MEDICAL EQUIPMENT SALES | MS | RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH | C | 0 | ||||
| THE MERIDIAN ANESTHESIOLOGY GROUP INC | |||||||||||||
| 1314 19TH AVENUE | MERIDIAN | MS | 39301 | 640675511 | ANESTHESIOLOGY SERVICES | MS | MEDICAL FOUNDATION INC | C | 0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OCHSNER CLINIC FOUNDATION | ||
| C | $7,975,000 | CASH TRANSFERRED |
| OCHSNER CLINIC FOUNDATION | ||
| M | $196,693 | INTERCOMPANY BILLINGS - MKT VALUE |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II - RELATED TAX-EXEMPT ORGANIZATIONS: | LAFAYETTE GENERAL FOUNDATION, INC. % OCHSNER LAFAYETTE GENERAL FOUNDATION: EIN: 37-1766778 LAFAYETTE GENERAL HEALTH SYSTEM, INC. % OCHSNER LAFAYETTE GENERAL: EIN: 38-3646817 LAFAYETTE GENERAL MEDICAL CENTER, INC. % OCHSNER LAFAYETTE GENERAL MEDICAL CENTER: EIN: 72-0535375 RUSH MEDICAL GROUP OF NEWTON, P.A., A MISSISSIPPI PROFESSIONAL CORP: EIN: 64-0783323 SCOTT REGIONAL MEDICAL CENTER, INC. % DBA OCHSNER SCOTT REGIONAL: EIN: 26-0792328 UNIVERSITY HOSPITAL AND CLINICS, INC. % OCHSNER UNIVERSITY HOSPITAL & CLINICS: EIN: 46-2605366 |
| PART II - RELATED TAX-EXEMPT ORGANIZATIONS: | IN AUGUST 2023, LAFAYETTE GENERAL HEALTH SYSTEM, INC. DBA OCHSNER LAFAYETTE GENERAL FULLY ACQUIRED CAMP BON COEUR, INC. AND THE CORPORATION WAS DISSOLVED. |
| PART III - RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP: | IN AUGUST 2023, RUSH MEDICAL FOUNDATION DBA OCHSNER RUSH MEDICAL CENTER FULLY ACQUIRED MERIDIAN SURGERY CENTER, LLC. IN DECEMBER 2023, LAFAYETTE GENERAL MEDICAL CENTER, INC. DBA OCHSNER LAFAYETTE GENERAL MEDICAL CENTER FULLY ACQUIRED OIL CENTER SURGICAL PLAZA, LLC. BOTH PARTNERSHIPS ARE NOW DISREGARDED ENTITIES. |