Ochsner Health System: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- Ochsner Health System (EIN 20-5296918)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-09
- IRS object ID
- 201643149349302749
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-09T16:01:22-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 401 Congress Ave Suite 1800 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787013653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205296918 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ochsner Health System | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OCHS | BusinessNameControlTxt |
| Phone | 5048423400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1514 Jefferson Hwy | AddressLine1Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bobby C Brannon | PersonNm |
| Person Title | Exec. VP and Treasurer | PersonTitleTxt |
| Signature | 2016-10-20 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Raymond Lee | PreparerPersonNm |
| PTIN | P00004272 | PTIN |
| Phone | 5124789881 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Warner L Thomas | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1514 Jefferson Hwy | AddressLine1Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $172,538,488 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ochsner.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | Management and support services | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 1350 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $174,760,315 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $172,536,859 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$2,544,485 | PYInvestmentIncomeAmt |
| CY Investment Income | -$3,455 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $172,215,830 | PYTotalRevenueAmt |
| CY Total Revenue | $172,533,404 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $504,302 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $443,878 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $85,646,687 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $94,719,106 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $92,926,704 | PYOtherExpensesAmt |
| CY Other Expenses | $80,499,797 | CYOtherExpensesAmt |
| PY Total Expenses | $179,077,693 | PYTotalExpensesAmt |
| CY Total Expenses | $175,662,781 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,861,863 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,129,377 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,583,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,239,942 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $50,444,544 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $81,230,675 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$6,861,356 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$9,990,733 | NetAssetsOrFundBalancesEOYAmt |
| Mission | We Serve, Heal, Lead, Educate and Innovate. Ochsner will be a global medical and academic leader who will save and change lives. We will shape the future of healthcare through our integrated health system, fueled by the passion and strength of our diversified team of physicians and employees. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $175,662,781 | ExpenseAmt |
| Grant | $443,878 | GrantAmt |
| Revenue | $172,536,859 | RevenueAmt |
| Desc | Ochsner Health System, a 501(c)(3) organization operating as a support organization under section 509(a)(3) of the Internal Revenue Code, provides management and support services to both Ochsner Clinic Foundation (EIN 72-0502505) and Ochsner Community Hospitals (EIN 20-5297040). All three organizations are under common board and executive management personnel. | Desc |
| Total Program Service Expenses | $175,662,781 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 306 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1350 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bobby C Brannon | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5048423400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1514 Jefferson Hwy | AddressLine1Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70121 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Suzanne T Mestayer | ||||||||||
| Board Chairman | 3.0 | 2.0 | Yes (X) | Yes (X) | $2,886 | $0 | $0 | |||
| Warner L Thomas | ||||||||||
| CEO / Board Member | 43.0 | 7.0 | Yes (X) | Yes (X) | $1,597,643 | $0 | $382,009 | |||
| Pedro Cazabon MD | ||||||||||
| Board Member/Senior Physician | 3.0 | 47.0 | Yes (X) | $0 | $353,045 | $46,032 | ||||
| F Ralph Dauterive MD | ||||||||||
| Board Member/Senior Physician (Board Term End 12/31/15) | 3.0 | 47.0 | Yes (X) | $0 | $418,822 | $81,890 | ||||
| Thomas Duncan Davis | ||||||||||
| Community Director (Began 1/1/15) | 3.0 | 2.0 | Yes (X) | $1,648 | $0 | $0 | ||||
| Richard Deichmann MD | ||||||||||
| Board Member/Senior Physician | 3.0 | 47.0 | Yes (X) | $0 | $298,681 | $63,354 | ||||
| William H Hines | ||||||||||
| Community Director | 3.0 | 2.0 | Yes (X) | $1,548 | $0 | $0 | ||||
| Dennis Kay MD | ||||||||||
| Board Member/Senior Physician | 3.0 | 47.0 | Yes (X) | $0 | $680,439 | $67,016 | ||||
| R Parker LeCorgne | ||||||||||
| Community Director | 3.0 | 2.0 | Yes (X) | $35 | $0 | $0 | ||||
| George Loss MD PhD | ||||||||||
| Board Member/Senior Physician | 3.0 | 47.0 | Yes (X) | $0 | $1,031,358 | $70,247 | ||||
| James E Maurin | ||||||||||
| Past Chair | 3.0 | 2.0 | Yes (X) | $563 | $0 | $0 | ||||
| Richard V Milani MD | ||||||||||
| Board Member/Senior Physician (BOARD TERM END 12/31/15) | 3.0 | 47.0 | Yes (X) | $0 | $756,851 | $113,628 | ||||
| Jefferson G Parker | ||||||||||
| Community Director | 3.0 | 2.0 | Yes (X) | $4,629 | $0 | $0 | ||||
| Robert J Patrick | ||||||||||
| Community Director | 3.0 | 2.0 | Yes (X) | $186 | $0 | $0 | ||||
| Patrick J Quinlan MD | ||||||||||
| Board Member Ex Officio | 47.0 | 3.0 | Yes (X) | $1,228,179 | $0 | $69,874 | ||||
| Dana Smetherman MD | ||||||||||
| Board Member/Senior Physician | 3.0 | 47.0 | Yes (X) | $0 | $579,175 | $55,915 | ||||
| Stephen F Stumpf | ||||||||||
| Community Director | 3.0 | 2.0 | Yes (X) | $1,378 | $0 | $0 | ||||
| Jose S Suquet | ||||||||||
| Community Director | 3.0 | 2.0 | Yes (X) | $1,783 | $0 | $0 | ||||
| David E Taylor MD | ||||||||||
| Board Member/Senior Physician | 3.0 | 47.0 | Yes (X) | $0 | $408,073 | $71,939 | ||||
| Andrew B Wisdom | ||||||||||
| Community Director | 3.0 | 2.0 | Yes (X) | $909 | $0 | $0 | ||||
| Bobby C Brannon | ||||||||||
| EVP & Treasurer | 1.0 | 49.0 | Yes (X) | $0 | $682,754 | $47,740 | ||||
| Michael F Hulefeld | ||||||||||
| EVP & COO | 48.0 | 2.0 | Yes (X) | $847,957 | $0 | $175,356 | ||||
| Peter C November | ||||||||||
| Secretary, Exec VP, & CAO | 44.0 | 6.0 | Yes (X) | $737,958 | $0 | $213,076 | ||||
| Scott J Posecai | ||||||||||
| EVP & CFO | 43.0 | 7.0 | Yes (X) | $912,610 | $0 | $259,742 | ||||
| Patrick Anderson | ||||||||||
| Sys VP & CIO | 50.0 | 0 | $411,909 | $0 | $47,435 | Yes (X) | ||||
| Joseph E Bisordi MD | ||||||||||
| Exec VP Chief Medical Officer | 48.0 | 2.0 | $797,610 | $0 | $135,889 | Yes (X) | ||||
| David Carmouche | ||||||||||
| Sr VP & Pres OHN/Med Dir Svc Lines | 1.0 | 49.0 | $0 | $217,447 | $8,698 | Yes (X) | ||||
| Michelle Dodenhoff | ||||||||||
| SVP & Chief Dev Officer | 50.0 | 0 | $490,027 | $0 | $47,602 | Yes (X) | ||||
| David Gaines | ||||||||||
| CEO-Sys Retail & Mkt | 50.0 | 0 | $518,338 | $0 | $101,095 | Yes (X) | ||||
| Richard D Guthrie Jr MD | ||||||||||
| Chief Quality Officer | 1.0 | 49.0 | $0 | $518,932 | $93,463 | Yes (X) | ||||
| Mark Muller | ||||||||||
| System VP-Strategy & Bus Dev | 50.0 | 0 | $550,996 | $0 | $111,704 | Yes (X) | ||||
| William W Pinsky MD | ||||||||||
| EVP/Chief Academic Officer | 1.0 | 49.0 | $0 | $570,537 | $94,029 | Yes (X) | ||||
| Janet Snow-Godfrey | ||||||||||
| Sr VP & Chief HR Officer | 50.0 | 0 | $507,525 | $0 | $39,023 | Yes (X) | ||||
| Jan Brien | ||||||||||
| VP HR | 50.0 | 0 | $320,595 | $0 | $25,678 | Yes (X) | ||||
| Michael Louviere | ||||||||||
| Sys VP Supply Chain | 50.0 | 0 | $575,079 | $0 | $77,172 | Yes (X) | ||||
| Ronald G Melton | ||||||||||
| Sys VP Finance/Controller | 50.0 | 0 | $369,809 | $0 | $47,308 | Yes (X) | ||||
| Jeffrey P Saucier | ||||||||||
| Sys VP Planning & Analysis | 50.0 | 0 | $409,567 | $0 | $49,241 | Yes (X) | ||||
| William C Ward | ||||||||||
| Sys VP Fac Real Est & Supt Srv | 50.0 | 0 | $319,101 | $0 | $45,474 | Yes (X) | ||||
| Steven B Deitelzweig MD | ||||||||||
| Former Key Employee | 0.0 | 50.0 | $0 | $397,996 | $57,516 | Yes (X) | ||||
| Robert Hart MD | ||||||||||
| Former Key Employee | 0.0 | 50.0 | $495,559 | $45,979 | $61,168 | Yes (X) | ||||
| E Edward Martin Jr MD | ||||||||||
| Former Key Employee | 0.0 | 50.0 | $0 | $457,310 | $72,127 | Yes (X) | ||||
| Dawn Pevey | ||||||||||
| Former Key Employee | 50.0 | 0.0 | $163,390 | $125,272 | $46,354 | Yes (X) | ||||
| Dawn Puente MD | ||||||||||
| Former Key Employee | 0.0 | 50.0 | $0 | $443,645 | $56,081 | Yes (X) | ||||
| Cristina R Wheat | ||||||||||
| Former Key Employee | 0.0 | 50.0 | $19,629 | $102,561 | $47,480 | Yes (X) | ||||
| Robert Wolterman | ||||||||||
| Former Key Employee | 0.0 | 50.0 | $483,122 | $0 | $66,269 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $11,772,168 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,088,874 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,048,622 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 181 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Huron Consulting Services | ||||||
| 550 W Van Buren St | Chicago | IL | 60607 | Consulting Services-Healthcare | $6,302,306 | |
| Pricewaterhouse Coopers | ||||||
| 909 Poydras St Ste 3100 | New Orleans | LA | 70112 | Consulting Services-Accounting | $3,030,687 | |
| MEDKODER LLC | ||||||
| 200 GREENLEAVES BLVD | MANDEVILLE | LA | 70448 | Consulting Services-Medical Coding | $2,519,160 | SUITE 7 |
| ADAMS AND REESE LLP | ||||||
| 701 POYDRAS STREET | NEW ORLEANS | LA | 70139 | Legal Services | $1,713,704 | SUITE 4500 |
| DELOITTE CONSULTING LLP | ||||||
| 701 POYDRAS STREET | NEW ORLEANS | LA | 70139 | Consulting Services-Accounting | $1,635,013 | SUITE 4200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 37 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Admin & Mgt Support | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $172,536,859 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $172,536,859 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $172,536,859 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,567 | TotalRevenueColumnAmt |
| Exclusion | $1,567 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $62 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,084 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$5,022 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,022 | TotalRevenueColumnAmt |
| Exclusion | -$5,022 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $172,533,404 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $172,536,859 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$3,455 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,878 | TotalAmt |
| Program Services | $443,878 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,199,122 | TotalAmt |
| Program Services | $10,199,122 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,205 | TotalAmt |
| Program Services | $69,205 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,473,439 | TotalAmt |
| Program Services | $75,473,439 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$474,645 | TotalAmt |
| Program Services | -$474,645 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,572,474 | TotalAmt |
| Program Services | $4,572,474 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,879,511 | TotalAmt |
| Program Services | $4,879,511 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,149 | TotalAmt |
| Program Services | $16,149 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,674,507 | TotalAmt |
| Program Services | $4,674,507 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,331,678 | TotalAmt |
| Program Services | $1,331,678 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,178,025 | TotalAmt |
| Program Services | $17,178,025 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,786,019 | TotalAmt |
| Program Services | $9,786,019 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,243,493 | TotalAmt |
| Program Services | $2,243,493 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,165,694 | TotalAmt |
| Program Services | $21,165,694 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,695,233 | TotalAmt |
| Program Services | $3,695,233 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,209 | TotalAmt |
| Program Services | $714,209 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,752,503 | TotalAmt |
| Program Services | $3,752,503 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,275 | TotalAmt |
| Program Services | $87,275 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,092,428 | TotalAmt |
| Program Services | $11,092,428 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,746 | TotalAmt |
| Program Services | $29,746 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| RECRUITING | $1,638,485 | $1,638,485 |
| MEMBERSHIPS & SUBSCRIPTIONS | $1,427,265 | $1,427,265 |
| BLDG & EQUIP REP & MNT | $1,314,048 | $1,314,048 |
| MEDICAL SUPPLIES, ORGANS, & DRUGS | $120,735 | $120,735 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,305 | TotalAmt |
| Program Services | $232,305 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,662,781 | TotalAmt |
| Program Services | $175,662,781 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $95,089 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,471,449 | BOYAmt |
| EOY | $5,064,457 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,320,889 | BOYAmt |
| EOY | $587,439 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,726 | BOYAmt |
| EOY | $60,010 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,206 | BOYAmt |
| EOY | $63,854 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,625 | BOYAmt |
| EOY | $597,281 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,136,999 | BOYAmt |
| EOY | $11,609,508 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $170,369,363 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $120,453,979 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,302,294 | BOYAmt |
| EOY | $49,915,384 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,246,920 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,583,188 | BOYAmt |
| EOY | $71,239,942 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,263,341 | BOYAmt |
| EOY | $69,985,540 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,458 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,663,110 | BOYAmt |
| EOY | $7,424,430 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,190,635 | BOYAmt |
| EOY | $3,820,705 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,444,544 | BOYAmt |
| EOY | $81,230,675 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$6,861,356 | BOYAmt |
| EOY | -$9,990,733 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$6,861,356 | BOYAmt |
| EOY | -$9,990,733 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,583,188 | BOYAmt |
| EOY | $71,239,942 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,129,377 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| Ochsner Community Hospitals | ||||
| 205297040 | 3 | Yes (true) | $0 | $0 |
| Ochsner Clinic Foundation | ||||
| 720502505 | 3 | Yes (true) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (true) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part I, Line 11h(vii) Amount of Monetary Support | FormAndLineReferenceDesc |
| Explanation | Ochsner Health System does not provide monetary support. Ochsner Health System provides management and support services to its supported organizations, Ochsner Clinic Foundation and Ochsner Community Hospitals. | ExplanationTxt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,599,019 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,544,985 | DepreciationAmt |
| Book Value | $54,034 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,204,746 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,743,804 | DepreciationAmt |
| Book Value | $3,460,942 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $142,698,307 | OtherCostOrOtherBasisAmt |
| Depreciation | $110,165,190 | DepreciationAmt |
| Book Value | $32,533,117 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,867,291 | OtherCostOrOtherBasisAmt |
| Book Value | $13,867,291 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $49,915,384 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASES | $3,478,911 |
| WORKERS COMPENSATION LIABILITY | $341,794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,820,705 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | The text of the footnote to the consolidated financial statements that reports the liability for uncertain tax positions is as follows: "OHS 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. 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." | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Forward Jefferson Corporation - Jefferson Parish Economic Development Commi | ||||||||
| ssion | 700 Churchill Pkwy | Avondale | LA | 70094 | 200334197 | 501(c)(3) | $25,000 | Contribution |
| United Way of St Charles | ||||||||
| 13207 River Rd | Luling | LA | 70070 | 720928066 | 501(c)(3) | $7,882 | Contribution | |
| Coalition to Protect America's Health Care | ||||||||
| 800 10th St NW Two Citycenter | Washington | DC | 200014956 | 522253225 | 501(c)(4) | $85,000 | Contribution | |
| American Heart Association | ||||||||
| 110 Veterans Memorial Blvd 160 | Metairie | LA | 70005 | 135613797 | 501(c)(3) | $17,000 | Contribution | |
| American Diabetes Association | ||||||||
| 1701 N Beauregard St | Alexandria | VA | 22311 | 131623888 | 501(c)(3) | $7,500 | Contribution | |
| United Negro College Fund | ||||||||
| Energy Centre 1100 Poydras St 1400 | New Orleans | LA | 70163 | 131624241 | 501(c)(3) | $25,000 | Workforce Development | |
| St Tammany Hospital Foundation | ||||||||
| 1202 S Tyler Street | Covington | LA | 70433 | 371458857 | 501(c)(3) | $12,500 | Contribution | |
| Legacy Donor Foundation | ||||||||
| 1440 Canal St | New Orleans | LA | 70112 | 721454097 | 501(c)(3) | $10,000 | Contribution | |
| Public Affairs Research Council of Louisiana | ||||||||
| 4664 Jamestown Ave Suite 300 | Baton Rouge | LA | 70808 | 720436118 | 501(c)(3) | $8,000 | Community Health Improvement Advocacy | |
| Better Than Ezra Foundation | ||||||||
| 1539 Jackson Avenue Suite 201B | New Orleans | LA | 70130 | 208014826 | 501(c)(3) | $30,000 | Community Support | |
| ForeKids Foundation Zurich Classic of New Orleans | ||||||||
| 11005 Lapalco Blvd | Avondale | LA | 70094 | 581940111 | 501(c)(3) | $7,650 | Contribution | |
| Junior Achievement of Greater New Orleans | ||||||||
| 5100 Orleans Ave | New Orleans | LA | 70124 | 720469314 | 501(c)(3) | $13,250 | Workforce Development | |
| Payton's Play it Forward Foundation | ||||||||
| 5800 Airline Dr | Metairie | LA | 70003 | 261983762 | 501(c)(3) | $50,000 | Contribution | |
| Louisiana Cancer Research Center of LSUHSC-NOTulane HSC | ||||||||
| 1700 Tulane Ave | New Orleans | LA | 70112 | 820553413 | 501(c)(3) | $10,000 | Contribution | |
| The Idea Village | ||||||||
| 515 Girod St | New Orleans | LA | 70130 | 450470675 | 501(c)(3) | $25,000 | Economic Development | |
| Team Gleason Gleason Initiative Foundation | ||||||||
| PO Box 24493 | New Orleans | LA | 70184 | 453689316 | 501(c)(3) | $7,500 | Contribution | |
| Trinity Counseling and Training Center | ||||||||
| 1329 Jackson Avenue | New Orleans | LA | 70130 | 264015515 | 501(c)(3) | $10,000 | Contribution | |
| New Orleans Council for Community and Justice | ||||||||
| 650 Poydras St 2303 | New Orleans | LA | 70130 | 412162126 | 501(c)(3) | $15,000 | Community Health Improvement Advocacy | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | Assistance provided to other organizations is monitored by the normal accounts payable process that the organization has in place, which requires tiered approval and substantiation of all payments. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (35 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Warner L Thomas | ||||||||||||||
| CEO / Board Member | $972,267 | $0 | $599,625 | $0 | $25,751 | $0 | $359,926 | $0 | $22,083 | $0 | $1,979,652 | $0 | $0 | $0 |
| Pedro Cazabon MD | ||||||||||||||
| Board Member/Senior Physician | $0 | $312,913 | $0 | $29,934 | $0 | $10,197 | $0 | $30,248 | $0 | $15,784 | $0 | $399,077 | $0 | $0 |
| F Ralph Dauterive MD | ||||||||||||||
| Board Member/Senior Physician (Board Term End 12/31/15) | $0 | $323,037 | $0 | $66,150 | $0 | $29,635 | $0 | $64,802 | $0 | $17,087 | $0 | $500,712 | $0 | $20,709 |
| Richard Deichmann MD | ||||||||||||||
| Board Member/Senior Physician | $0 | $265,958 | $0 | $15,494 | $0 | $17,229 | $0 | $48,800 | $0 | $14,554 | $0 | $362,035 | $0 | $0 |
| Dennis Kay MD | ||||||||||||||
| Board Member/Senior Physician | $0 | $622,845 | $0 | $21,000 | $0 | $36,593 | $0 | $51,652 | $0 | $15,364 | $0 | $747,455 | $0 | $24,139 |
| George Loss MD PhD | ||||||||||||||
| Board Member/Senior Physician | $0 | $812,938 | $0 | $170,000 | $0 | $48,420 | $0 | $51,807 | $0 | $18,441 | $0 | $1,101,605 | $0 | $0 |
| Richard V Milani MD | ||||||||||||||
| Board Member/Senior Physician (BOARD TERM END 12/31/15) | $0 | $523,548 | $0 | $155,003 | $0 | $78,299 | $0 | $95,625 | $0 | $18,004 | $0 | $870,479 | $0 | $24,744 |
| Patrick J Quinlan MD | ||||||||||||||
| Board Member Ex Officio | $912,414 | $0 | $257,104 | $0 | $58,661 | $0 | $48,800 | $0 | $21,074 | $0 | $1,298,053 | $0 | $0 | $0 |
| Dana Smetherman MD | ||||||||||||||
| Board Member/Senior Physician | $0 | $558,621 | $0 | $0 | $0 | $20,554 | $0 | $37,318 | $0 | $18,597 | $0 | $635,090 | $0 | $0 |
| David E Taylor MD | ||||||||||||||
| Board Member/Senior Physician | $0 | $392,264 | $0 | $11,688 | $0 | $4,121 | $0 | $53,342 | $0 | $18,597 | $0 | $480,012 | $0 | $0 |
| Bobby C Brannon | ||||||||||||||
| EVP & Treasurer | $0 | $454,510 | $0 | $183,567 | $0 | $44,677 | $0 | $30,800 | $0 | $16,940 | $0 | $730,494 | $0 | $0 |
| Michael F Hulefeld | ||||||||||||||
| EVP & COO | $595,312 | $0 | $235,008 | $0 | $17,637 | $0 | $150,021 | $0 | $25,335 | $0 | $1,023,313 | $0 | $0 | $0 |
| Peter C November | ||||||||||||||
| Secretary, Exec VP, & CAO | $449,716 | $0 | $227,919 | $0 | $60,323 | $0 | $194,741 | $0 | $18,335 | $0 | $951,034 | $0 | $0 | $0 |
| Scott J Posecai | ||||||||||||||
| EVP & CFO | $577,204 | $0 | $303,694 | $0 | $31,712 | $0 | $247,497 | $0 | $12,245 | $0 | $1,172,352 | $0 | $0 | $0 |
| Steven B Deitelzweig MD | ||||||||||||||
| Former Key Employee | $0 | $361,841 | $0 | $34,525 | $0 | $1,630 | $0 | $36,655 | $0 | $20,861 | $0 | $455,512 | $0 | $0 |
| Robert Hart MD | ||||||||||||||
| Former Key Employee | $364,781 | $33,845 | $95,126 | $8,826 | $35,652 | $3,308 | $52,724 | $1,412 | $6,435 | $597 | $554,718 | $47,988 | $0 | $0 |
| E Edward Martin Jr MD | ||||||||||||||
| Former Key Employee | $0 | $358,344 | $0 | $45,100 | $0 | $53,866 | $0 | $66,312 | $0 | $5,815 | $0 | $529,437 | $0 | $15,323 |
| Dawn Pevey | ||||||||||||||
| Former Key Employee | $129,394 | $99,207 | $32,150 | $24,650 | $1,846 | $1,415 | $12,374 | $9,465 | $13,876 | $10,639 | $189,640 | $145,376 | $0 | $0 |
| Dawn Puente MD | ||||||||||||||
| Former Key Employee | $0 | $342,588 | $0 | $86,754 | $0 | $14,303 | $0 | $38,759 | $0 | $17,322 | $0 | $499,726 | $0 | $9,213 |
| Cristina R Wheat | ||||||||||||||
| Former Key Employee | $15,231 | $79,582 | $0 | $0 | $4,398 | $22,979 | $5,266 | $27,823 | $2,312 | $12,079 | $27,207 | $142,463 | $3,794 | $19,821 |
| Robert Wolterman | ||||||||||||||
| Former Key Employee | $404,606 | $0 | $48,474 | $0 | $30,042 | $0 | $50,250 | $0 | $16,019 | $0 | $549,392 | $0 | $0 | $0 |
| Patrick Anderson | ||||||||||||||
| Sys VP & CIO | $325,258 | $0 | $82,075 | $0 | $4,575 | $0 | $42,000 | $0 | $5,435 | $0 | $459,343 | $0 | $0 | $0 |
| Joseph E Bisordi MD | ||||||||||||||
| Exec VP Chief Medical Officer | $578,211 | $0 | $186,556 | $0 | $32,844 | $0 | $123,800 | $0 | $12,089 | $0 | $933,499 | $0 | $0 | $0 |
| David Carmouche | ||||||||||||||
| Sr VP & Pres OHN/Med Dir Svc Lines | $0 | $166,870 | $0 | $50,000 | $0 | $577 | $0 | $3,054 | $0 | $5,644 | $0 | $226,145 | $0 | $0 |
| Michelle Dodenhoff | ||||||||||||||
| SVP & Chief Dev Officer | $364,822 | $0 | $100,299 | $0 | $24,907 | $0 | $28,405 | $0 | $19,197 | $0 | $537,629 | $0 | $0 | $0 |
| David Gaines | ||||||||||||||
| CEO-Sys Retail & Mkt | $378,195 | $0 | $82,805 | $0 | $57,338 | $0 | $81,498 | $0 | $19,597 | $0 | $619,432 | $0 | $0 | $0 |
| Richard D Guthrie Jr MD | ||||||||||||||
| Chief Quality Officer | $0 | $425,634 | $0 | $56,551 | $0 | $36,746 | $0 | $80,122 | $0 | $13,342 | $0 | $612,395 | $0 | $0 |
| Mark Muller | ||||||||||||||
| System VP-Strategy & Bus Dev | $389,347 | $0 | $105,943 | $0 | $55,706 | $0 | $99,700 | $0 | $12,004 | $0 | $662,700 | $0 | $0 | $0 |
| William W Pinsky MD | ||||||||||||||
| EVP/Chief Academic Officer | $0 | $402,253 | $0 | $113,570 | $0 | $54,713 | $0 | $80,961 | $0 | $13,068 | $0 | $664,565 | $0 | $0 |
| Janet Snow-Godfrey | ||||||||||||||
| Sr VP & Chief HR Officer | $414,352 | $0 | $88,164 | $0 | $5,009 | $0 | $30,800 | $0 | $8,223 | $0 | $546,548 | $0 | $0 | $0 |
| Jan Brien | ||||||||||||||
| VP HR | $176,320 | $0 | $31,714 | $0 | $112,561 | $0 | $10,784 | $0 | $14,894 | $0 | $346,272 | $0 | $0 | $0 |
| Michael Louviere | ||||||||||||||
| Sys VP Supply Chain | $346,856 | $0 | $204,000 | $0 | $24,223 | $0 | $65,050 | $0 | $12,122 | $0 | $652,251 | $0 | $0 | $0 |
| Ronald G Melton | ||||||||||||||
| Sys VP Finance/Controller | $272,890 | $0 | $83,082 | $0 | $13,836 | $0 | $38,770 | $0 | $8,538 | $0 | $417,117 | $0 | $9,227 | $0 |
| Jeffrey P Saucier | ||||||||||||||
| Sys VP Planning & Analysis | $315,286 | $0 | $79,500 | $0 | $14,782 | $0 | $30,800 | $0 | $18,441 | $0 | $458,808 | $0 | $0 | $0 |
| William C Ward | ||||||||||||||
| Sys VP Fac Real Est & Supt Srv | $262,438 | $0 | $52,400 | $0 | $4,263 | $0 | $26,877 | $0 | $18,597 | $0 | $364,575 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | Ochsner occasionally allows employees to fly first-class, such as when other seating is not available or for trans-oceanic flights. In addition, Ochsner hosts an annual retreat for its Board of Directors. Most of the attendees flew in a chartered aircraft, which was provided to Ochsner at no charge for the event. |
| Schedule J, Part I, Line 1a Travel for companions | Ochsner hosts an annual retreat for its Board of Directors and Senior Management. The retreat is a relationship building event, as well as to provide the Directors and Managers with information and training as it relates to their governance at Ochsner, and the attendees' spouses are encouraged to attend. Ochsner provided travel, accommodations, and entertainment for some of the spouses of officers, key employees, and board members. Travel for companions was reported as taxable compensation to the employees or Board Members. |
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | The Community Board members are typically reimbursed for any expenses that they incur on behalf of Ochsner. Occasionally, the reimbursement is taxable to the Board Members for income tax purposes, and Ochsner provides a gross-up payment in order to cover taxes related to such expenses. Three Board Members received gross-up payments in 2015. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | Jan Brien, Vice President, Human Resources, received a severance payment in the amount of $111,010. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | 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 Health System and 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 Capital One Bank. Following is a list of participants, any distributions made in 2015 and the increase in actuarial value during 2015, which is included within Schedule J, Part II, Column C. * Warner Thomas, President and Chief Executive Officer; no distribution; increase in actuarial value of $311,126 * Patrick Quinlan, M.D., Former Chief Executive Officer; no distribution; no increase in actuarial value * Michael Hulefeld, Executive Vice President and Chief Operating Officer; no distribution; increase in actuarial value of $125,221 * Peter November, Secretary, Executive Vice President, and Chief Administrative Officer; no distribution; increase in actuarial value of $116,441 * Scott Posecai, Executive Vice President and Chief Financial Officer; no distribution; increase in actuarial value of $198,697 * Bobby Brannon, Executive Vice President and Treasurer; no distribution; no increase in actuarial value Joseph Bisordi, M.D., Executive Vice President and Chief Medical Officer, participates in a Non-Qualified supplemental plan which is part of the terms and conditions of his employment contract with Ochsner Health System. The retirement calculation is a defined amount as a percent of base pay, calculated annually, and is earned in two vesting periods, one on March 31, 2013, age 63, and one following age 67 on September 18, 2016. This benefit is funded in a Trust Account with Capital One Bank. There was no distribution in 2015. The increase in actuarial value was $75,000. The following people participate in a 457(f) non-qualified, unfunded, deferred compensation plan, which was established in 2010. The Plan allows for discretionary initial contributions, vesting begins at age 55. The most recent three years are subject to forfeiture until the attainment of age 65. Annual fixed contributions are individually based and are targeted to replace the benefit that would have been received from the frozen Ochsner Clinic Retirement Plan had the plan continued until the participant attained age 65. The contribution is offset by actual retirement benefit and benefit received in the OCF 401(k) Plan. Following is a list of participants, any distributions made in 2015 and the increase in actuarial value during 2015, which is included within Schedule J, Part II, Column C. * Pedro Cazabon, MD; Board Member/Senior Physician & Assoc. Medical Director-N.O. Reg; no distribution; increase in actuarial value: $5,304 * F Ralph Dauterive, MD; Board Member/Senior Physician & VPMA; Distribution: $20,709; increase in actuarial value: $17,890 * Steven B Deitelzweig, MD; Sr Physician, Svc Line Ldr, Hospital Med & Service Line Leader; no distribution; increase in actuarial value: $5,855 * Richard D Guthrie, Jr, MD; Chief Quality Officer; no distribution; increase in actuarial value: $5,872 * Dennis Kay, MD; Board Member/Senior Physician & Service Line Leader; Distribution: $24,139; increase in actuarial value: $20,852 * George Loss, MD, PhD; Board Member/Senior Physician & Assoc. Medical Director-N.O. Reg; no distribution; increase in actuarial value: $3,415 * E Edward Martin, Jr, MD; Reg Med Dir - N.S. Reg; Distribution: $15,323; increase in actuarial value: $13,236 * Ronald G Melton; Sys VP Finance/Controller; Distribution: $9,227; increase in actuarial value: $7,970 * Richard V Milani, MD; Board Member/Senior Physician & Chief Clinical Transformation Officer; Distribution: $24,744; increase in actuarial value: $21,375 * Dawn Puente, MD; RMD, NO Comm Hosp; Distribution: $9,213; increase in actuarial value: $7,959 * Dana Smetherman, MD; Board Member/Senior Physician & Vice Chair; no distribution; increase in actuarial value: $6,518 * David E Taylor, MD; Board Member/Senior Physician & Chair; no distribution; increase in actuarial value: $4,542 * William C Ward; Sys VP Fac Real Est & Supt Srv; no distribution; increase in actuarial value: $7,183 * Cristina R Wheat; Sr Internal Consultant & Former Chief Council; Distribution: $23,614; increase in actuarial value: $20,399 The following people participate in a 457(f) non-qualified, unfunded, deferred compensation plan, which was adopted in 2013. The Plan allows for discretionary initial contributions, subject to a two-year vesting requirement; annual fixed contributions based on a percent of base pay and subject to a three-year vesting requirement; and annual discretionary contributions based on a percent of base pay or a flat-dollar amount and subject to a three-year vesting requirement. Following is a list of participants, any distributions made in 2015 and the increase in actuarial value during 2015, which is included within Schedule J, Part II, Column C. * David Carmouche; Sr VP & Pres OHN/Med Dir Svc Lines; no distribution; no increase in actuarial value * Michelle Dodenhoff; SVP & Chief Dev Officer; no distribution; no increase in actuarial value * David Gaines; CEO-Sys Retail & Mkt; Distribution: $50,900; increase in actuarial value: $50,900 * Richard D Guthrie, Jr, MD; Chief Quality Officer; Distribution: $25,450; increase in actuarial value: $25,450 * Robert Hart, MD; Reg Med Dir, B.R. Reg; Distribution: $25,450; increase in actuarial value: $25,450 * Michael Louviere; Sys VP Supply Chain; Distribution: $16,250; increase in actuarial value: $16,250 * E Edward Martin, Jr, MD; Reg Med Dir - N.S. Reg; Distribution: $24,450; increase in actuarial value: $25,450 * Ronald G Melton; Sys VP Finance/Controller; no distribution; no increase in actuarial value * Richard V Milani, MD; Board Member/Senior Physician & Chief Clinical Transformation Officer; Distribution: $25,450; increase in actuarial value: $25,450 * Mark Muller; System VP-Strategy & Bus Dev; Distribution: $50,900; increase in actuarial value: $50,900 * Peter November; Secretary Exec VP CAO; Distribution: $50,900; increase in actuarial value: $50,900 * Dawn Pevey; Former Key Employee; no distribution; no increase in actuarial value * William W Pinsky, MD; Exec VP/Chief Academic Officer; Distribution: $32,161; increase in actuarial value: $32,161 * Dawn Puente, MD; RMD, NO Comm Hosp; no distribution; no increase in actuarial value * Jeffrey P Saucier; Sys VP Planning & Analysis; no distribution; no increase in actuarial value * Janet Snow-Godfrey; Sr VP & Chief HR Officer; no distribution; no increase in actuarial value * William C Ward; Sys VP Fac Real Est & Supt Srv; no distribution; no increase in actuarial value * Robert Wolterman; CEO OMC-Jeff Hwy; Distribution: $25,450; increase in actuarial value: $25,450 |
| Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organization | The Physician and Executive Compensation Committee of the Ochsner Health System Board of Directors reviews and approves all officer executive incentive plans, which include those for the Officers: the President and CEO, COO, CFO, Treasurer, Chief Medical Officer, and Executive Vice Presidents. All the incentive payouts are audited by the Board Internal Audit Committee. For the 2014 incentive plan, which was paid in 2015, there were multiple weighted components which included System Financial & Growth Metrics, a Human Capital Metric, Quality Metrics and a Subjective metric based on their personal performance targets. Annually, the officers of Ochsner Health System review and approve incentive plans for the strategic and physician leadership groups. The plans are developed similar to the officer incentive plans with weighted components, including a subjective component based on personal performance. The CEO approves all bonuses for this group of management. All bonus amounts are provided in Schedule J Part II in Column B (ii). |
| Schedule J, Part I, Line 6b Compensation contingent on net earnings of a related organization | See the disclosure for Sch J, Part I, Line 6a for a description of the incentive plan. The System Financial & Growth Metrics can relate to net earnings of the related entities in the health system. |
| Schedule J, Part I, Line 7 Non-fixed payments | Subjective components of incentive plans are described in description of Part I, Line 6. In addition, non-fixed payments were made in 2015. The following were included in Schedule J Part II in Column B(iii): Imputed income related to board retreats. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michelle Dodenhoff | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | Employee | RelationshipWithOrgTxt |
| Loan Purpose | Retention | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $125,000 | OriginalPrincipalAmt |
| Balance Due | $60,010 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | false | BoardOrCommitteeApprovalInd |
| Written Agreement | false | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $60,010 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Jones Walker LLP | |||
| Independent Contractor | $1,596,897 | Mr. Hines, a Director of Ochsner Health System, is managing partner of the Jones Walker Law Firm, which performs legal services for Ochsner. | false |
| Benjamin Pinsky | |||
| Son of William Pinsky, MD, a Key Employee of OHS | $54,820 | Compensation as employee | false |
| Stephanie November | |||
| Wife of Pete November, an Officer of OCF | $14,385 | Compensation as employee | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part II Loans To and From Interested Persons | FormAndLineReferenceDesc |
| Explanation | The loan described in Part II is a form of compensation designed to encourage employee retention. It is forgiven over a specified period if the employee remains with the organization for the entire period, and must be paid by the employee only under certain circumstances including termination. Any loan forgiveness is treated as taxable compensation. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Material differences in voting rights | The Articles of Incorporation provide that no action of the Board may be resolved unless a majority of the independent directors present approve the matter. Thus, even in situations where there is not an absolute majority of independent directors in office, those independent directors in office control Ochsner Health System's activities. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Dr. Quinlan and Mr. Suquet - Business relationship |
| Form 990, Part VI, 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, LLP, the company's tax advisors. The Audit and Oversight Committee, which is comprised of independent directors, is then provided the return prior to the filing date and given the opportunity to review and discuss the return with management/staff. The meeting to review the 2015 return was held on October 31, 2016. 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, Line 12c Conflict of interest policy | Officers, directors, trustees, and key employees of Ochsner Health System 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 Health System 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 annually complete Conflict of Interest training in compliance with the Conflict of Interest policy. The Conflict of Interest Steering Committee will make mitigation recommendations including, but not limited to, divestiture and termination of employment. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | All CEO and officer compensation and benefits arrangements, including salary and bonus incentive plans, are reviewed and approved by the Executive and Senior Physician Compensation Committee of the Board of Directors (Compensation Committee). No substantive change to the compensation or benefits packages is made until Committee approval is granted in accordance with Intermediate Sanctions guidelines. The Compensation Committee is without conflicts of interest and uses an independent external consultant. Appropriate data is applied to determine the comparability of fair market value pay and all actions are appropriately documented. In order to meet the requirements of the IRS Intermediate Sanctions regulations, the Compensation Committee identified the "disqualified individuals" that are in a position to exercise substantial influence over the company's operations. These individuals are the members of the Executive Officers Committee (EOC), Regional Medical Directors, physician board members and Section Heads for key departments. For disqualified individuals, the compensation review also includes the cost of benefits such as the company portion of medical and dental benefits, malpractice insurance, payments for 401K matching and pension payments. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | A different review process is used for Physicians. Annually, the Physician Compensation department reviews the compensation of each employed physician. This review includes a comparison of physician salaries against national survey data for their specialty. The Physician Compensation department compiles the compensation data for each physician including base salary, stipends, on-call pay, etc. Each physician's compensation as well as the total work Relative Value Units (RVUs) are compared to the survey data. This review is performed to ensure their pay is comparable to the work performed. Compensation for other non-officer and non-physician key employees is reviewed by senior executives who take market value research into consideration when determining compensation levels. |
| Form 990, Part VI, Line 19 Required documents available to the public | Financial statements for Ochsner Health System are made available to the public quarterly via www.dacbond.com. All governing documents, conflict of interest policy, and financial statements are available upon written request to the Corporate Integrity Department. |
| Form 990, Part VII, Section A, Line 1a ADDITIONAL COMPENSATION EXPLANATION | COMPENSATION FROM INTEGRATED HEALTH SYSTEM Many of the individuals listed in Part VII and Schedule J hold positions with related 501(c)(3) organizations. For each of these individuals, the compensation listed is received from the related organization, and the compensation is for the individual's role as an employee of the related organization and the integrated health system. The amount of time shown for each as "Average Hours Per Week Devoted To Position" consists primarily of his/her time spent on his/her role with Ochsner Health System. In reality, his/her time is spent on fulfilling responsibilities through their roles with the related organization and/or across all other organizations in the integrated health system, and may be more evenly distributed. The following is a list of the individuals with such circumstances, each person's title with the related organization, and the related organization that employs each individual. * Bobby C Brannon; Exec VP & Treasurer; Ochsner Clinic Foundation * Pedro Cazabon, MD; Assoc Medical Director, Primary Care, OMC-Jefferson Hwy / Section Head, General Internal Medicine; Ochsner Clinic Foundation * David Carmouche; Sr. VP, President-Ochsner Health Network; Ochsner Clinic Foundation * F Ralph Dauterive, MD; VPMA, OMC-Baton Rouge / Section Head, Baton Rouge Obstetrics & Gynecology; Ochsner Clinic Foundation * Richard Deichmann, MD; Deputy Head of the Clinical School, Students; Program Director, Internal Medicine; Ochsner Clinic Foundation * Steven B Deitelzweig, MD; Medical Director Business Development and Service Line Leader Hospital Medicine; Ochsner Clinic Foundation * Richard D Guthrie, Jr, MD; Chief Quality Officer; Ochsner Clinic Foundation * Robert Hart, MD; Regional Medical Director, Ochsner Medical Center; Ochsner Health System * Dennis Kay, MD; Service Line Leader, Department of Radiology; Ochsner Clinic Foundation * George Loss, MD, PhD; Assoc Reg Med Dir, Surgical Services / System Chairman, Department of Surgery / Chief, Multi-Organ Transplant Institute; Ochsner Clinic Foundation * E Edward Martin, Jr, MD; Reg Med Dir - N.S. Reg; Ochsner Clinic Foundation * Richard V Milani, MD; Vice Chairman, Department of Cardiology / Chief Clinical Transformation Officer; Ochsner Clinic Foundation * Dawn Pevey-Mauk; System VP of Services Lines; Ochsner Health System * William W Pinsky, MD; EVP/Chief Academic Officer; Ochsner Clinic Foundation * Dawn Puente, MD; Reg Med Dir, NO Comm Hosp; Ochsner Clinic Foundation * Dana Smetherman, MD; Vice Chairman, Department of Radiology / Section Head, Breast Imaging; Ochsner Clinic Foundation * David E Taylor, MD; Section Head, Department of Pulmonary Diseases/Critical Care; Ochsner Clinic Foundation * Cristina R Wheat; Former Chief Counsel; Ochsner Clinic Foundation |
| Form 990, Part VII, Section A, Line 1a ADDITIONAL COMPENSATION EXPLANATION - OFFICERS | COMPENSATION OF OFFICERS AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION Compensation for Warner Thomas, Michael Hulefeld, Scott Posecai, Peter November, and Bobby Brannon includes all compensation related to the integrated Ochsner Health System, which includes Ochsner Health System (OHS, EIN 20 5296918), Ochsner Clinic Foundation (OCF, EIN 72-0502505) and Ochsner Community Hospitals (OCH, EIN 20-5297040), all related 501(c)(3) organizations. Other members of the integrated health system are charged a portion of these amounts. The amount of time shown for Mr. Thomas, Mr. Hulefeld, Mr. November, and Mr. Posecai as "average hours per week devoted to position" on this form consists primarily of their role as an Officer of the integrated health system. Additional time spent on boards, committees and through fulfilling other responsibilities as an Officer of the other Ochsner organizations is shown as a nominal amount, but in reality the time is more evenly distributed across all entities. Average hours worked for Mr. Brannon is shown as a nominal amount, with the majority of his time displayed on the Ochsner Clinic Foundation return, but in reality his time is more evenly distributed amongst all entities in fulfilling his duties. |
| Form 990, Part VII, Section A, Line 1a ADDITIONAL COMPENSATION EXPLANATION - DIRECTORS | COMPENSATION OF DIRECTORS AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION Those directors listed as "Board Member/Senior Physician" are compensated entirely due to their role as an employee of a member of the integrated health system. The amount of time shown for those Directors listed as "Board Member/Senior Physician" as "average hours per week devoted to position" on the Form 990 for Ochsner Clinic Foundation (EIN 72-0502505) consists primarily of their role as an employee of Ochsner Clinic Foundation. Additional time spent on boards, committees and through fulfilling other responsibilities as a member of one or more Boards of the varied Ochsner organizations is shown as a nominal amount for Ochsner Health System and/or Ochsner Community Hospitals. As a Senior Physician Director of an integrated health system, these individuals devote their time to board activities of all 501(c)(3) members of the system to varying degrees including Ochsner Health System, Ochsner Clinic Foundation and Ochsner Community Hospitals. The amount of time shown for those Directors listed as "Community Directors" for "average hours per week devoted to position" on the Form 990 for Ochsner Clinic Foundation (EIN 72-0502505) includes time spent on boards, on committees and through fulfilling other responsibilities as a member of the Board of varied Ochsner organizations. Additional time spent on boards, committees and through fulfilling other responsibilities as a member of one or more Boards of the varied Ochsner organizations is shown as a nominal amount for Ochsner Health System and/or Ochsner Community Hospitals. As a Community Director of an integrated health system, each Community Director devotes time to all 501(c)(3) members of the system to varying degrees including Ochsner Health System, Ochsner Clinic Foundation and Ochsner Community Hospitals. |
| Form 990, Part VII, Section A, Line 1a ADDITIONAL COMPENSATION EXPLANATION - KEY EMPLOYEES | KEY EMPLOYEES COMPENSATED BY RELATED ORGANIZATIONS AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION Dr. David Carmouche, Dr. Richard Guthrie, Dr. William Pinsky were employed and compensated by Ochsner Clinic Foundation (EIN 72-0502505), 501(c)(3), a related organization. Their time is split between the related organization and Ochsner Health System, but in all other respects they meet the requirements of a Key Employee of Ochsner Health System. |
| Form 990, Part VII, Section A, Line 1a ADDITIONAL COMPENSATION EXPLANATION - COMMUNITY DIRECTORS | COMPENSATION OF COMMUNITY DIRECTORS COMMUNITY DIRECTORS ARE VOLUNTEERS AND ARE NOT PAID A STIPEND OR OTHER COMPENSATION FOR THEIR SERVICE TO OCHSNER AS BOARD MEMBERS. THE COMPENSATION OF COMMUNITY DIRECTORS THAT IS REPORTED FOR 2015 CONSISTS OF OCHSNER'S PAYMENTS (EITHER DIRECTLY OR AS REIMBURSEMENT) OF EXPENSES INCURRED FOR MEETING OR TRAVEL EXPENSES FOR THE BOARD. |
| Form 990, Part XII, Line 2c Audit Committee | The process regarding the committee responsible for the audit, review, or compilation of the organization's financial statements and selection of an independent accountant has not changed from the prior year. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ochsner Health Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1512 Jefferson Highway | AddressLine1Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452211764 | EIN |
| Primary Activities | Philanthropic Support | PrimaryActivitiesTxt |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ochsner Health System | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Ochsner Clinic Foundation | ||||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 720502505 | Patient Care | LA | 501(c)(3 | 3 | Ochsner Health System | Yes (true) |
| Ochsner Community Hospitals | ||||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 205297040 | Patient Care | LA | 501(c)(3 | 3 | Ochsner Health System | Yes (true) |
| Ochsner System Protection Company | ||||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 271170999 | Captive Insurance | LA | 501(c)(3 | Type I | Ochsner Clinic Foundation | Yes (true) |
| Brent House Corporation | ||||||||||
| 1512 Jefferson Highway | New Orleans | LA | 70121 | 720872457 | Rents hotel rooms to patients/guests of Ochsner facilities. | LA | 501(c)(3 | Type I | Ochsner Clinic Foundation | Yes (true) |
| OMCNS Medical Facilities Inc | ||||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 472642764 | Real Estate Title Holding Company | LA | 501(c)(2 | Ochsner Clinic Foundation | Yes (true) | |
| EBR Medical Facilities Inc | ||||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 471267935 | Real Estate Title Holding Company | DE | 501(c)(2 | Ochsner Clinic Foundation | Yes (true) | |
| OCF Medical Facilities Inc | ||||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 464381058 | Real Estate Title Holding Company | DE | 501(c)(2 | Ochsner Clinic Foundation | Yes (true) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ochsner Health Partners LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2941 Lake Vista Drive | AddressLine1Txt |
| City | Lewisville | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Healthcare | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Satyr Clinical Services Inc | |||||||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 464147298 | Medical Services-Indigent Care | LA | Ochsner Clinic Foundation | C Corporation | $5,833,172 | $354,703 | 1.0000 | Yes (true) | |
| Community Medical Group-St Charles Inc | |||||||||||||
| 2801 Via Fortuna | Austin | TX | 787467573 | 463447107 | Clinical Services | LA | Satyr Clinic Services Inc | C Corporation | $2,935,957 | $43,385 | 1 | Yes (true) | Suite 500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Brent House Corporation | ||
| K | $1,232,204 | Intercompany Billings - Mkt Value |
| Ochsner Clinic Foundaiton | ||
| K | $1,271,477 | Intercompany Billings - Mkt Value |
| Brent House Corporation | ||
| M | $57,333 | Intercompany Billings - Mkt Value |
| Ochsner Clinic Foundaiton | ||
| M | $1,599,072 | Intercompany Billings - Mkt Value |
| Ochsner Clinic Foundaiton | ||
| P | $769,856 | Intercompany Billings - Mkt Value |
| Brent House Corporation | ||
| Q | $418,166 | Intercompany Billings - Mkt Value |
| Ochsner Clinic Foundaiton | ||
| Q | $163,598,872 | Intercompany Billings - Mkt Value |
| Ochsner Community Hospitals | ||
| Q | $9,549,894 | Intercompany Billings - Mkt Value |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part IV Related Organizations Taxable as a Corporation | FormAndLineReferenceDesc |
| Explanation | Satyr Clinical Services, Inc., a Louisiana non-profit corporation, has, as its sole member, Ochsner Clinic Foundation. Community Medical Group-St. Charles, Inc., a Louisiana non-profit corporation, is a non-member, non-stock corporation that is controlled by Satyr Clinical Services. Satyr Clinical Services and Community Medical Group-St. Charles, Inc., in conjunction with several other non-profit entities owned by other hospitals in the region, contract with providers to deliver physician and other healthcare services to low income and needy residents. | ExplanationTxt |