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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

FieldValueIRS element (for citing)
Return2016-11-09T16:01:22-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ernst & Young US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1401 Congress Ave Suite 1800AddressLine1Txt
CityAustinCityNm
State AbbreviationTXStateAbbreviationCd
ZIP787013653ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205296918EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Ochsner Health SystemBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOCHSBusinessNameControlTxt
Phone5048423400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11514 Jefferson HwyAddressLine1Txt
CityNew OrleansCityNm
State AbbreviationLAStateAbbreviationCd
ZIP70121ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBobby C BrannonPersonNm
Person TitleExec. VP and TreasurerPersonTitleTxt
Signature2016-10-20SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRaymond LeePreparerPersonNm
PTINP00004272PTIN
Phone5124789881PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Warner L ThomasBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11514 Jefferson HwyAddressLine1Txt
CityNew OrleansCityNm
State AbbreviationLAStateAbbreviationCd
ZIP70121ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$172,538,488GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.ochsner.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2006FormationYr
Legal Domicile StateLALegalDomicileStateCd
Activity Or MissionManagement and support servicesActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee1350TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$174,760,315PYProgramServiceRevenueAmt
CY Program Service Revenue$172,536,859CYProgramServiceRevenueAmt
PY Investment Income-$2,544,485PYInvestmentIncomeAmt
CY Investment Income-$3,455CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$172,215,830PYTotalRevenueAmt
CY Total Revenue$172,533,404CYTotalRevenueAmt
PY Grants And Similar Paid$504,302PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$443,878CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$85,646,687PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$94,719,106CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$92,926,704PYOtherExpensesAmt
CY Other Expenses$80,499,797CYOtherExpensesAmt
PY Total Expenses$179,077,693PYTotalExpensesAmt
CY Total Expenses$175,662,781CYTotalExpensesAmt
PY Revenues Less Expenses-$6,861,863PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,129,377CYRevenuesLessExpensesAmt
Total Assets BOY$43,583,188TotalAssetsBOYAmt
Total Assets EOY$71,239,942TotalAssetsEOYAmt
Total Liabilities BOY$50,444,544TotalLiabilitiesBOYAmt
Total Liabilities EOY$81,230,675TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$6,861,356NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$9,990,733NetAssetsOrFundBalancesEOYAmt
MissionWe 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$175,662,781ExpenseAmt
Grant$443,878GrantAmt
Revenue$172,536,859RevenueAmt
DescOchsner 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$175,662,781TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document306IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1350EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Bobby C BrannonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5048423400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11514 Jefferson HwyAddressLine1Txt
CityNew OrleansCityNm
State AbbreviationLAStateAbbreviationCd
ZIP70121ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Suzanne T Mestayer
Board Chairman3.02.0Yes (X)Yes (X)$2,886$0$0
Warner L Thomas
CEO / Board Member43.07.0Yes (X)Yes (X)$1,597,643$0$382,009
Pedro Cazabon MD
Board Member/Senior Physician3.047.0Yes (X)$0$353,045$46,032
F Ralph Dauterive MD
Board Member/Senior Physician (Board Term End 12/31/15)3.047.0Yes (X)$0$418,822$81,890
Thomas Duncan Davis
Community Director (Began 1/1/15)3.02.0Yes (X)$1,648$0$0
Richard Deichmann MD
Board Member/Senior Physician3.047.0Yes (X)$0$298,681$63,354
William H Hines
Community Director3.02.0Yes (X)$1,548$0$0
Dennis Kay MD
Board Member/Senior Physician3.047.0Yes (X)$0$680,439$67,016
R Parker LeCorgne
Community Director3.02.0Yes (X)$35$0$0
George Loss MD PhD
Board Member/Senior Physician3.047.0Yes (X)$0$1,031,358$70,247
James E Maurin
Past Chair3.02.0Yes (X)$563$0$0
Richard V Milani MD
Board Member/Senior Physician (BOARD TERM END 12/31/15)3.047.0Yes (X)$0$756,851$113,628
Jefferson G Parker
Community Director3.02.0Yes (X)$4,629$0$0
Robert J Patrick
Community Director3.02.0Yes (X)$186$0$0
Patrick J Quinlan MD
Board Member Ex Officio47.03.0Yes (X)$1,228,179$0$69,874
Dana Smetherman MD
Board Member/Senior Physician3.047.0Yes (X)$0$579,175$55,915
Stephen F Stumpf
Community Director3.02.0Yes (X)$1,378$0$0
Jose S Suquet
Community Director3.02.0Yes (X)$1,783$0$0
David E Taylor MD
Board Member/Senior Physician3.047.0Yes (X)$0$408,073$71,939
Andrew B Wisdom
Community Director3.02.0Yes (X)$909$0$0
Bobby C Brannon
EVP & Treasurer1.049.0Yes (X)$0$682,754$47,740
Michael F Hulefeld
EVP & COO48.02.0Yes (X)$847,957$0$175,356
Peter C November
Secretary, Exec VP, & CAO44.06.0Yes (X)$737,958$0$213,076
Scott J Posecai
EVP & CFO43.07.0Yes (X)$912,610$0$259,742
Patrick Anderson
Sys VP & CIO50.00$411,909$0$47,435Yes (X)
Joseph E Bisordi MD
Exec VP Chief Medical Officer48.02.0$797,610$0$135,889Yes (X)
David Carmouche
Sr VP & Pres OHN/Med Dir Svc Lines1.049.0$0$217,447$8,698Yes (X)
Michelle Dodenhoff
SVP & Chief Dev Officer50.00$490,027$0$47,602Yes (X)
David Gaines
CEO-Sys Retail & Mkt50.00$518,338$0$101,095Yes (X)
Richard D Guthrie Jr MD
Chief Quality Officer1.049.0$0$518,932$93,463Yes (X)
Mark Muller
System VP-Strategy & Bus Dev50.00$550,996$0$111,704Yes (X)
William W Pinsky MD
EVP/Chief Academic Officer1.049.0$0$570,537$94,029Yes (X)
Janet Snow-Godfrey
Sr VP & Chief HR Officer50.00$507,525$0$39,023Yes (X)
Jan Brien
VP HR50.00$320,595$0$25,678Yes (X)
Michael Louviere
Sys VP Supply Chain50.00$575,079$0$77,172Yes (X)
Ronald G Melton
Sys VP Finance/Controller50.00$369,809$0$47,308Yes (X)
Jeffrey P Saucier
Sys VP Planning & Analysis50.00$409,567$0$49,241Yes (X)
William C Ward
Sys VP Fac Real Est & Supt Srv50.00$319,101$0$45,474Yes (X)
Steven B Deitelzweig MD
Former Key Employee0.050.0$0$397,996$57,516Yes (X)
Robert Hart MD
Former Key Employee0.050.0$495,559$45,979$61,168Yes (X)
E Edward Martin Jr MD
Former Key Employee0.050.0$0$457,310$72,127Yes (X)
Dawn Pevey
Former Key Employee50.00.0$163,390$125,272$46,354Yes (X)
Dawn Puente MD
Former Key Employee0.050.0$0$443,645$56,081Yes (X)
Cristina R Wheat
Former Key Employee0.050.0$19,629$102,561$47,480Yes (X)
Robert Wolterman
Former Key Employee0.050.0$483,122$0$66,269Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$11,772,168TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$8,088,874TotReportableCompRltdOrgAmt
Total Other Compensation$3,048,622TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K181IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
Huron Consulting Services
550 W Van Buren StChicagoIL60607Consulting Services-Healthcare$6,302,306
Pricewaterhouse Coopers
909 Poydras St Ste 3100New OrleansLA70112Consulting Services-Accounting$3,030,687
MEDKODER LLC
200 GREENLEAVES BLVDMANDEVILLELA70448Consulting Services-Medical Coding$2,519,160SUITE 7
ADAMS AND REESE LLP
701 POYDRAS STREETNEW ORLEANSLA70139Legal Services$1,713,704SUITE 4500
DELOITTE CONSULTING LLP
701 POYDRAS STREETNEW ORLEANSLA70139Consulting Services-Accounting$1,635,013SUITE 4200
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K37CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescAdmin & Mgt SupportDesc
Business561000BusinessCd
Total Revenue Column$172,536,859TotalRevenueColumnAmt
Related Or Exempt Func Income$172,536,859RelatedOrExemptFuncIncomeAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$172,536,859TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,567TotalRevenueColumnAmt
Exclusion$1,567ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$62OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$5,084OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other-$5,022OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$5,022TotalRevenueColumnAmt
Exclusion-$5,022ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$172,533,404TotalRevenueColumnAmt
Related Or Exempt Func Income$172,536,859RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$3,455ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$443,878TotalAmt
Program Services$443,878ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$10,199,122TotalAmt
Program Services$10,199,122ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$69,205TotalAmt
Program Services$69,205ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$75,473,439TotalAmt
Program Services$75,473,439ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total-$474,645TotalAmt
Program Services-$474,645ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,572,474TotalAmt
Program Services$4,572,474ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,879,511TotalAmt
Program Services$4,879,511ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$16,149TotalAmt
Program Services$16,149ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,674,507TotalAmt
Program Services$4,674,507ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,331,678TotalAmt
Program Services$1,331,678ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$17,178,025TotalAmt
Program Services$17,178,025ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$9,786,019TotalAmt
Program Services$9,786,019ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,243,493TotalAmt
Program Services$2,243,493ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$21,165,694TotalAmt
Program Services$21,165,694ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,695,233TotalAmt
Program Services$3,695,233ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$714,209TotalAmt
Program Services$714,209ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,752,503TotalAmt
Program Services$3,752,503ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$87,275TotalAmt
Program Services$87,275ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,092,428TotalAmt
Program Services$11,092,428ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$29,746TotalAmt
Program Services$29,746ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram 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

FieldValueIRS element (for citing)
Total$232,305TotalAmt
Program Services$232,305ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$175,662,781TotalAmt
Program Services$175,662,781ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$25,000BOYAmt
EOY$95,089EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,471,449BOYAmt
EOY$5,064,457EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,320,889BOYAmt
EOY$587,439EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$84,726BOYAmt
EOY$60,010EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$41,206BOYAmt
EOY$63,854EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$200,625BOYAmt
EOY$597,281EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,136,999BOYAmt
EOY$11,609,508EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$170,369,363LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$120,453,979LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$30,302,294BOYAmt
EOY$49,915,384EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$3,246,920EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$43,583,188BOYAmt
EOY$71,239,942EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$43,263,341BOYAmt
EOY$69,985,540EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$327,458BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$4,663,110BOYAmt
EOY$7,424,430EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,190,635BOYAmt
EOY$3,820,705EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$50,444,544BOYAmt
EOY$81,230,675EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$6,861,356BOYAmt
EOY-$9,990,733EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$6,861,356BOYAmt
EOY-$9,990,733EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$43,583,188BOYAmt
EOY$71,239,942EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$3,129,377ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations2SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
Ochsner Community Hospitals
2052970403Yes (true)$0$0
Ochsner Clinic Foundation
7205025053Yes (true)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total2SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported OrgYes (true)MajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part I, Line 11h(vii) Amount of Monetary SupportFormAndLineReferenceDesc
ExplanationOchsner 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

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,599,019OtherCostOrOtherBasisAmt
Depreciation$6,544,985DepreciationAmt
Book Value$54,034BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,204,746OtherCostOrOtherBasisAmt
Depreciation$3,743,804DepreciationAmt
Book Value$3,460,942BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$142,698,307OtherCostOrOtherBasisAmt
Depreciation$110,165,190DepreciationAmt
Book Value$32,533,117BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,867,291OtherCostOrOtherBasisAmt
Book Value$13,867,291BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$49,915,384TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CAPITAL LEASES$3,478,911
WORKERS COMPENSATION LIABILITY$341,794
FieldValueIRS element (for citing)
Total Liability$3,820,705TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteFormAndLineReferenceDesc
ExplanationThe 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (18 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Forward Jefferson Corporation - Jefferson Parish Economic Development Commi
ssion700 Churchill PkwyAvondaleLA70094200334197501(c)(3)$25,000Contribution
United Way of St Charles
13207 River RdLulingLA70070720928066501(c)(3)$7,882Contribution
Coalition to Protect America's Health Care
800 10th St NW Two CitycenterWashingtonDC200014956522253225501(c)(4)$85,000Contribution
American Heart Association
110 Veterans Memorial Blvd 160MetairieLA70005135613797501(c)(3)$17,000Contribution
American Diabetes Association
1701 N Beauregard StAlexandriaVA22311131623888501(c)(3)$7,500Contribution
United Negro College Fund
Energy Centre 1100 Poydras St 1400New OrleansLA70163131624241501(c)(3)$25,000Workforce Development
St Tammany Hospital Foundation
1202 S Tyler StreetCovingtonLA70433371458857501(c)(3)$12,500Contribution
Legacy Donor Foundation
1440 Canal StNew OrleansLA70112721454097501(c)(3)$10,000Contribution
Public Affairs Research Council of Louisiana
4664 Jamestown Ave Suite 300Baton RougeLA70808720436118501(c)(3)$8,000Community Health Improvement Advocacy
Better Than Ezra Foundation
1539 Jackson Avenue Suite 201BNew OrleansLA70130208014826501(c)(3)$30,000Community Support
ForeKids Foundation Zurich Classic of New Orleans
11005 Lapalco BlvdAvondaleLA70094581940111501(c)(3)$7,650Contribution
Junior Achievement of Greater New Orleans
5100 Orleans AveNew OrleansLA70124720469314501(c)(3)$13,250Workforce Development
Payton's Play it Forward Foundation
5800 Airline DrMetairieLA70003261983762501(c)(3)$50,000Contribution
Louisiana Cancer Research Center of LSUHSC-NOTulane HSC
1700 Tulane AveNew OrleansLA70112820553413501(c)(3)$10,000Contribution
The Idea Village
515 Girod StNew OrleansLA70130450470675501(c)(3)$25,000Economic Development
Team Gleason Gleason Initiative Foundation
PO Box 24493New OrleansLA70184453689316501(c)(3)$7,500Contribution
Trinity Counseling and Training Center
1329 Jackson AvenueNew OrleansLA70130264015515501(c)(3)$10,000Contribution
New Orleans Council for Community and Justice
650 Poydras St 2303New OrleansLA70130412162126501(c)(3)$15,000Community Health Improvement Advocacy
FieldValueIRS element (for citing)
Total501c3 Org17Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationAssistance 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

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgYes (true)CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsYes (true)CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (35 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelOchsner 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 companionsOchsner 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 paymentsThe 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 paymentJan Brien, Vice President, Human Resources, received a severance payment in the amount of $111,010.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planThe 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 organizationThe 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 organizationSee 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 paymentsSubjective 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

FieldValueIRS element (for citing)
Business Name Line1Michelle DodenhoffBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgEmployeeRelationshipWithOrgTxt
Loan PurposeRetentionLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$125,000OriginalPrincipalAmt
Balance Due$60,010BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalfalseBoardOrCommitteeApprovalInd
Written AgreementfalseWrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$60,010TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Jones Walker LLP
Independent Contractor$1,596,897Mr. 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$54,820Compensation as employeefalse
Stephanie November
Wife of Pete November, an Officer of OCF$14,385Compensation as employeefalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part II Loans To and From Interested PersonsFormAndLineReferenceDesc
ExplanationThe 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 1a Material differences in voting rightsThe 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 personsDr. Quinlan and Mr. Suquet - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyOne 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 policyOfficers, 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 officialAll 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 employeesA 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 publicFinancial 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 EXPLANATIONCOMPENSATION 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 - OFFICERSCOMPENSATION 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 - DIRECTORSCOMPENSATION 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 EMPLOYEESKEY 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 DIRECTORSCOMPENSATION 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 CommitteeThe 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

FieldValueIRS element (for citing)
Business Name Line1Ochsner Health FoundationBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11512 Jefferson HighwayAddressLine1Txt
CityNew OrleansCityNm
State AbbreviationLAStateAbbreviationCd
ZIP70121ZIPCd
FieldValueIRS element (for citing)
EIN452211764EIN
Primary ActivitiesPhilanthropic SupportPrimaryActivitiesTxt
Legal Domicile StateLALegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Ochsner Health SystemBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Ochsner Clinic Foundation
1514 Jefferson HighwayNew OrleansLA70121720502505Patient CareLA501(c)(33Ochsner Health SystemYes (true)
Ochsner Community Hospitals
1514 Jefferson HighwayNew OrleansLA70121205297040Patient CareLA501(c)(33Ochsner Health SystemYes (true)
Ochsner System Protection Company
1514 Jefferson HighwayNew OrleansLA70121271170999Captive InsuranceLA501(c)(3Type IOchsner Clinic FoundationYes (true)
Brent House Corporation
1512 Jefferson HighwayNew OrleansLA70121720872457Rents hotel rooms to patients/guests of Ochsner facilities.LA501(c)(3Type IOchsner Clinic FoundationYes (true)
OMCNS Medical Facilities Inc
1514 Jefferson HighwayNew OrleansLA70121472642764Real Estate Title Holding CompanyLA501(c)(2Ochsner Clinic FoundationYes (true)
EBR Medical Facilities Inc
1514 Jefferson HighwayNew OrleansLA70121471267935Real Estate Title Holding CompanyDE501(c)(2Ochsner Clinic FoundationYes (true)
OCF Medical Facilities Inc
1514 Jefferson HighwayNew OrleansLA70121464381058Real Estate Title Holding CompanyDE501(c)(2Ochsner Clinic FoundationYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Ochsner Health Partners LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12941 Lake Vista DriveAddressLine1Txt
CityLewisvilleCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75067ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesHealthcarePrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeN/APredominantIncomeTypeTxt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line2USAddress/AddressLine2Txt
Satyr Clinical Services Inc
1514 Jefferson HighwayNew OrleansLA70121464147298Medical Services-Indigent CareLAOchsner Clinic FoundationC Corporation$5,833,172$354,7031.0000Yes (true)
Community Medical Group-St Charles Inc
2801 Via FortunaAustinTX787467573463447107Clinical ServicesLASatyr Clinic Services IncC Corporation$2,935,957$43,3851Yes (true)Suite 500
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (8 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Brent House Corporation
K$1,232,204Intercompany Billings - Mkt Value
Ochsner Clinic Foundaiton
K$1,271,477Intercompany Billings - Mkt Value
Brent House Corporation
M$57,333Intercompany Billings - Mkt Value
Ochsner Clinic Foundaiton
M$1,599,072Intercompany Billings - Mkt Value
Ochsner Clinic Foundaiton
P$769,856Intercompany Billings - Mkt Value
Brent House Corporation
Q$418,166Intercompany Billings - Mkt Value
Ochsner Clinic Foundaiton
Q$163,598,872Intercompany Billings - Mkt Value
Ochsner Community Hospitals
Q$9,549,894Intercompany Billings - Mkt Value

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part IV Related Organizations Taxable as a CorporationFormAndLineReferenceDesc
ExplanationSatyr 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