2012-12-11T16:33:48-06:00 2011-12-31 990 2011-01-01 720423659 TOURO INFIRMARY TOUR 5048978344 1401 FOUCHER STREET NEW ORLEANS LA 70115 Suzanne Haggard 5048978568 2012-12-11 2011 2016-02-24 21:20:13Z Suzanne Haggard 1401 FOUCHER STREET NEW ORLEANS LA 70115 216213895 0 X www.touro.com X 1852 LA provision of healthcare services 16 11 2010 445 0 0 32674257 529851 193118827 208316304 416421 -345886 6400059 7150012 232609564 215650281 0 4231167 0 0 93568667 93657748 0 0 0 112564106 116433162 206132773 214322077 26476791 1328204 196083962 188540010 160237938 154475911 35846024 34064099 X TOURO INFIRMARY IS DEDICATED TO IMPROVING THE HEALTH STATUS AND WELL BEING OF THE PEOPLE IT SERVES THROUGH THE PROVISION OF EFFECTIVE, EFFICIENT AND COMPASSIONATE HEALTHCARE SERVICES. 0 0 168875266 0 211739177 The hospital provides inpatient, outpatient, emergency and critical care, home health and rehabilitation services. The hospital has 261 adult and pediatric beds, 77 rehabilitation beds, 22 ICU beds, 16 NICU beds, and 20 nursery beds for a total of 360 licensed beds (excluding NICU and Nursery). The hospital treated 14,198 inpatients and 111,633 outpatients with a total of 243,373 outpatient visits in 2011. There were 6,215 surgeries (inpatient, outpatient and ambulatory surgery center), 30,903 emergency department visits and 2,938 babies deliveries. The total number of patients treated in 2011 was 125,831; 50.3% were Medicare patients; 17.7% were Medicaid, 4.1%uninsured or discounted patients; 27.9% had private insurance. 6997857 0 3727139 Touro Infirmary is a teaching hospital offering medical student and post graduate medical training. It has academic affiliations with Louisiana State University Health Sciences Center and Tulane University Health Science Center. Tour offered training programs to 234 students in 2011 in the specialties of Cardiology, Gastroenterology, Infectious Disease, Internal Medicine, Medicine-Pediatrics, Neurology, OB/GYN, Otolaryngology, Pediatrics, Plastic Surgery, Oral Maxillary Surgery, PM&R, General-Surgery, Geriatrics, Medicine- Emergency Med, & Urology.Touro is also a clinical training site for allied health programs for various metro New Orleans colleges, including Louisiana State University, Delgado Community College, Dillard University, Holy Cross College and William Carey University. Touro currently offers training programs to students in respiratory, radiology and nursing. Touro staff provided 3,128 hours of support to the 124 students in these programs.Touro Rehabilitation Center provides clinical training to physical, occupational and speech therapy students from colleges around the country, including: LSU Health Sciences (New Orleans, LA and Shreveport, LA); Delgado Community College (New Orleans, LA; NOVA Southeastern (Fort Lauderdale); Old Dominion University (Norfolk, VA); St. Augustine University (Florida); University of Massachusetts; University of Mississippi ; University of SE Louisiana (Hammond); University of South Alabama (Mobile); Texas Woman's University (Denton, TX); and Washington University (St. Louis, MO). 979862 0 0 Community health services and community benefit operations provide free health education programs and screenings to the community. These programs are designed to focus on some of the most prevalent diseases in the New Orleans community, such as diabetes, heart disease and cancer. These programs address prevention, early detection, treatment and maintaining healthy lifestyles. In 2011, Touro participated in 203 outreach events that were attended by 3,037 people. Touro provides meeting space free of charge to local non-profits and other organizations for the benefit of the community. In 2011, Touro provided meeting space for 164 meetings. Touro offers a Health Career Camp, a five-day program that allows high school students to gain hands-on experience in the medical field. The program is an initiative that Touro hopes will encourage students to actively consider a career in medicine in New Orleans. Participants come from across the metro area and emphasis is placed on recruiting students from underserved areas who may not otherwise have the opportunity and exposure to healthcare careers. 4267456 0 0 Touro elected to donate to Children's Hospital approximately $4,231,167 during the year ended December 31, 2011. The donations relate to a sharing of Upper Payment Limit ("UPL") funds received by Touro, to assist Children's with its activities and programs to support the metropolitan community. These activities are sponsored with the knowledge that they are not self-supporting or financially viable, and include financial assistance programs to increase health care to the indigent and uninsured for pediatric primary care services. Additional programs include: Mobile Dental Program, Inpatient Behavioral Health Program, the Parenting Center, Ventilator Assisted Care Program, Safe Kids Coalition, Greater New Orleans Immunization Network, Ambulatory Clinical and Nutritional Support Services and the Miracle League. 4267456 181120441 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 172 0 2010 1 0 0 0 0 0 0 0 0 1 0 X 16 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X The Organization 5048978344 1401 FOUCHER STREET NEW ORLEANS LA 70115 X Allan BISSINGER 1.00 X 0 0 0 STEPHEN HKUPPERMAN 1.00 X 0 0 0 STEPHEN L SONTHEIMER 1.00 X 0 0 0 MICHAEL ADINOLFI 5.00 X 41246 0 0 RUTH KULLMAN 1.00 X 0 0 0 KIM BOYLE 1.00 X 0 0 0 PETER GLASER 1.00 X 0 0 0 JACK JACOBS 1.00 X 0 283853 13561 HUGH W LONG 1.00 X 0 0 0 KNIGHT WORLEY 1.00 X 0 0 0 ELLEN ZAKRISMD 1.00 X 0 0 0 JOAN BRAUN 1.00 X 0 0 0 STEVE WORLEY 1.00 X 0 960528 356595 FRANCIS VILLERE 1.00 X 0 0 0 LOUIS GOOD III 1.00 X 0 0 0 JAMES MONTGOMERY 50.00 X X 823698 0 186055 SUSAN PITOSCIA 50.00 X 430146 0 23289 PENNY MENGE 40.00 X 110819 0 898 SUZANNE HAGGARD 50.00 X 288592 0 24459 LAWRENCE BALYEAT 40.00 X 31105 0 831 SCOTT C LANDRY 43.00 X 210345 0 14331 CHAD COURREGE 40.00 X 254160 0 27544 FRANCIS D MERTENS 40.00 X 243392 0 22933 JEANETTE RAY 40.00 X 234225 0 23289 LAWRENCE METEVIER 40.00 X 175410 0 16803 LEE HANKINS 40.00 X 158275 0 10999 NORMAN A STITELER 40.00 X 154074 0 16717 HENRY ALEXANDER 51.00 X 154837 0 10518 DANIEL TOBIN 47.00 X 155994 0 18593 GARY STEIN 0.00 X 175179 590275 17068 ROBERT FICKEN 0.00 X 135945 0 4904 WILLA DIXON 40.00 X 209121 0 5812 3986563 1834656 795199 55 1 1 0 SIEMENS MEDICAL SOLUTIONS C/O MELLON BANK POBOX120001 DEPT 07 DALLAS TX 75312 INFORMATION TECHNOLOGY 9795254 GIBBS CONSTRUCTION LLC PO BOX 23730 NEW ORLEANS LA 70183 CONSTRUCTION 7196238 LSUHSC - NEW ORLEANS 433 BOLIVAR STREET RM 619 NEW ORLEANS LA 70112 AFFILIATION/RESIDENCY PROGRAM 4819132 ARAMARK 24863 NETWORK PL CHICAGO IL 60673 HOUSKEEPING/CAFE/EQUIP MAINT 3161497 PARISH ANESTHESIA OF NEW ORLEANS LLC 3510 N CAUSEWAY BLVD SUITE 404 METAIRIE LA 70002 PHYSICIAN SERVICES 2933735 51 529851 529851 NET PATIENT SERVICE 621400 206213302 206213302 NON-PATIENT SERVICE 621400 2103002 2103002 208316304 -111426 -111426 237 237 2483028 0 2483028 2483028 2483028 328917 563614 -234697 -234697 -234697 parking income 812930 1482079 1482079 cafeteria/catering 900099 1299745 1299745 1885160 1885160 4666984 215650281 215466316 0 -345886 4231167 4231167 3214625 1060826 2153799 75356860 72682652 2674208 2943259 2890755 52504 6268474 6051528 216946 5874530 5601188 273342 689320 689320 1018101 231424 786677 258209 258209 36652152 33337776 3314376 1124233 21100 1103133 7747873 4645069 3102804 2963738 2961078 2660 4679893 4370447 309446 61373 56765 4608 142296 125313 16983 3920360 3920360 14706215 78072 14628143 2303060 2303060 MEDICAL SUPPLIES 35904133 35904133 Capital lease expense 3827790 3676137 151653 dues & memberships 202911 92411 110500 Legal settlement 55857 4165 51692 175648 106055 69593 214322077 181120441 33201636 0 5143185 1894110 37553954 42676547 9494634 8427977 4134775 4168664 2163031 1842276 381107657 267325672 107471296 113781985 26992449 12308861 3130638 3439590 196083962 188540010 27367380 28402468 3507970 22239 87064776 76452069 42297812 49599135 160237938 154475911 X 34666916 32801657 1179108 1262442 35846024 34064099 196083962 188540010 X 1328204 -3110130 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7731376 7731376 7688116 43260 7731376 7688116 7688116 7683614 4502 7688116 1.00000 0 1 1 12238296 12238296 163309776 117122734 46187041 201773459 149620421 52153038 3786126 582517 3203610 113781985 interest rate swap 3077463 other liabilities 4171784 pension liability 11447231 utility deposits 23825 due from restricted funds 1256415 worker's comp claims 2008806 professional liability claims 6517358 retirement payable long term 923009 lease obligations 999325 investment liability 19173919 49599135 215650281 214322077 1328204 3566977 -6677107 -3110130 -1781926 228832142 3566977 197554 3764531 225067611 -9417330 -9417330 215650281 222947791 9480505 9480505 213467286 854790 854790 214322076 Description of Intended Use of Endowment Funds: Part V, Line 4: These endowment funds are administered by Touro Infirmary Foundation and Woldenberg Village, which are controlled by Touro Infirmary. These funds are intended to be used for Touro Infirmary's and Woldenberg Village's exempt purposes. Description of Uncertain Tax Positions Under FIN 48: Part X: FIN 48 FOOTNOTE For the year ended December 31, 2009, the System adopted the provisions of the Accounting for Uncertainty in Income Taxes Topic of the FASB ASC. The System recognizes a threshold and measurement process for financial statement recognition of uncertain tax positions taken or expected to be taken in a tax return. The interpretation also provides guidance on recognition, derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. The System's tax filings are subject to audit by various taxing authorities. The System's open audit periods are 2006 through 2009. There are currently no returns under examination. Management evaluated the System's tax positions and considered that the System had taken no uncertain tax positions that require adjustments to the financial statements to comply with the provisions of this guidance. Part XI, Line 8 - Other Adjustments: TIJV, LLC -RENTAL -31,985. EARNINGS/(LOSSES) FROM SUBSIDIARIES -2,830,279. Restatement of Prior Year Income 670,455. Change in Restricted Net Assets 83,334. PENSION NET ASSET ADJUSTMENT -5,620,981. RETURN OF INVESTMENT ON AFFILIATED ENTITY Remove allocated rent to subsidiary 1,052,349. HCCI Form5147 Schedule F Income Affiliated Organization's Return of Investment Total to Schedule D, Part XI, Line 8: -6,677,107. Part XII, Line 2d - Other Adjustments: EXPENSE FOR INDIGENT CARE IN OTHER NON-OPERATING INCOME & LOSSES ON AFS -855,000. RENT ALLOCATED TO SUBSIDIARY 1,052,349. CASH OVER & SHORT 205. Part XII, Line 4b - Other Adjustments: TIJV K1 plus HCCI form5147 31,985. PROVISION FOR DOUBTFUL ACCOUNTS -9,580,720. Incoming Children's Hospital Donation for Charity Expenses 100,215. Donations not included in Company on Audited Financial Statement 31,190. Part XIII, Line 2d - Other Adjustments: PROVISION FOR DOUBTFUL ACCOUNTS 9,580,720. EXPENSES FOR SUBSIDIARY DISSOLUTION YEAR Incoming Children's Hospital Donation for Charity Expenses -100,215. Part XIII, Line 4b - Other Adjustments: CASH OVER & SHORT -210. Non-Opeating Expense for Indigent Care in Non-operating Rev & Expense 855,000. 1 1 1 X 250.000000000000 1 X 1 1 1 0 1 0 5718542 80498 5638044 0.02630 38903906 41420654 -2516748 0.00000 69191 8956 60235 0.00030 44691639 41510108 3181531 0.02660 979862 979862 0.00460 6997857 3727139 3270718 0.01530 855000 855000 0.00400 4267456 100215 4167241 0.01940 13100175 3827354 9272821 0.04330 57791814 45337462 12454352 0.06990 0 1930091 47671569 54515321 -6843752 X 1 1 1 TIJV LLC IMAGING CENTER RENTAL 0.66000 0.34000 1 1 TOURO INFIRMARY

1401 FOUCHER STREET NEW ORLEANS LA 70115

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

3701 Behrman Place New Orleans LA 70114

Assisted living community & skilled nursing facility Crescent City Physicians Inc

3600 Prytania St STE72 New Orleans LA 70115

Physician Medical Practices Part I, Line 3c: Part VI Line 1: for Part I line 3c.Describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization uses an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.>>>>>>>>>>>>>>>>>Financial Assistance and discounted care include services provided to:- Uninsured or underinsured low-income patients who do not have the ability to pay all or part of their bill as determined by the financial guidelines - Insured patients whose coverage is inadequate to cover a catastrophic situation- Emergency patients, because the hospital does not assess a patient's financial situation before rendering services- Persons whose income is sufficient to pay for basic living costs but not medical care, and also those persons with generally adequate incomes who are suddenly faced with catastrophically large medical bills- Patients deemed medically indigent by virtue of their documented eligibility for Medicaid benefits There will be two ways that a patient may qualify for Financial Assistance:Financial Assistance based on resourcesFinancial Assistance based on presumptive eligibility.PROCEDURE for Financial Assistance Based on Resources:The following factors should be considered when determining the amount of financial assistance service for which a patient is eligible based on resources:A patient must submit an application for Financial Assistance.The patient should reside in the United States.If the patient is Homeless they will automatically qualify for financial assistance. If the patient is already deemed medically indigent and receives benefits from any Medicaid program they will automatically qualify for financial assistance.Individual or family net worth, utilizing the patients individual or family income, employment status, family size, financial obligations including living expenses and other items of a reasonable and necessary nature. Medical hardship may also be determined for other patients. If the total outstanding medical bills for the patient exceed $100,000.00 and/or 50% of total assets, the medical indigent classification will apply and the patient will receive charity care.All other resources must be applied first, including third-party payers, Victims of Crime (i.e., a state-level program for crime victims to recover some hospital costs), and Medicaid. If a patient does not have Medicaid but would qualify, he or she must cooperate with the application process in order to receive financial assistance. Elective procedures are not covered under the financial assistance policy.Methodology: The Hospital uses the "Sliding Scale Method" to determine the dollar amount to be considered as financial assistance for eligible patients. A sliding scale fee schedule will be used to determine financial assistance percentages. The minimum financial assistance approval begins with incomes at 400% of the federal poverty level and continues to increase discounts as the family income reaches 200% of the federal poverty level. As indicated above, any guarantor at or below 200% of the federal poverty level, as adjusted for family size will be entitled to financial assistance sponsorship for the full amount of hospital charges related to appropriate hospital-based medical services that are not covered by private or public third-party sponsorship.Income Below FPL Limit FA Percentage-Below 200% 100%-Between 201-250% 90%-Between 251-300% 80%-Between 301-350% 70%-Between 351-400% 68%PROCEDURE for Financial Assistance Based on Presumptive Eligibility:Presumptive Charity- Touro realizes that there may be circumstances where a patient does not seek financial assistance due to cultural barriers, education barriers or a lack of understanding the process for applying for financial assistance. To meet the needs of this group of patients, Touro will apply a process of presumptive charity based on the criteria in Procedure #1. To validate that the patient meets the necessary criteria Touro will do the following:On admission or as soon as reasonably possible the Admit staff or Patient Financial Services staff will calculate a Medical Credit Score using the Mede Analytical tool. If a patients Medical Credit Score is below 599 the patient will be granted presumptive financial assistance. A Medical Credit Score greater than 599 will be used to calculate a sliding scale based on the criteria below.If the response returned by the Mede Analytical tool shows coverage for any Medicaid program the patient will be granted 100% financial assistance should that program not cover the services provided by the hospital.For supporting documentation for approval the Admit staff or Patient Financial Services representative will complete the first two lines of the Financial Assistance form and detail the previous accounts to be considered under this approval on page three. The Admit or Patient Financial Services representative should also print a copy of the information received from the Mede Analytical tool. One attempt will be made to contact the patient or their representative to inform them that they have been approved for financial assistance. The call will be documented on the application then the account adjusted based on the medical credit score and the approved percentage.This process may be applied to any patient balance, even if the hospital has received a payment from another source such as Medicare or another third party payor.Charges for non-covered services provided to patients eligible for Medicaid or other indigent programs (including charges for days exceeding a length of stay limit) may be included for purposes of financial assistance. Based on the Medical credit score calculated by the Mede Analytical Tool listed a patient may receive financial assistance according to the following percentages.-Medical Credit Score FA Percentage-Below 599 100%-Between 601-649 90%-Between 650-699 80%-Above 699 68% Part I, Line 7: Touro is costing services using a Ratio of Cost to Charges (RCC) of Adjusted Total Expense as a ratio of Gross Patient Charges. We apply the ratio to Gross Charges of the population being measured in order to estimate cost. Adjusted Total Expense is Touro Hospital's Total Expense less non-patient revenue and Bad Debt Expense. The Ratio of Adjusted Cost to Gross Patient Charges is 22.66% for 2011.7e. Total community benefit expense: $979,862 Rehab Clinical Training and Community Outreach: $356,489 Community Outreach Program: $323,953 Healthcare Career Camp: $36,427 Respiratory, Radiology & Nursing Labor Expense: $262,9937g. In 2011, Touro Infirmary and Children's Hospital have collaboratedwith other healthcare providers to ensure the availability of, and tomore cost effectively provide, quality healthcare services to low incomeand needy residents in the community. In order to best address theneeds in the community, the collaborative hospitals became members offour non-profit organizations, Louisiana Clinical Services, Inc. (LCS),Southern Louisiana Clinical Services, Inc. (SLCS), Eastern LouisianaClinical Services, Inc. (ELCS), and Natchitoches Clinical Services, Inc.(NCS), collectively, the Non-Profits. The hospitals contribute funds to the Non-Profits, which are then usedto support the provisions of the hospital and clinical physicianservices, specialty physician services and other healthcare services.Touro contributed $855,000 to these non-profit organizations in 2011.7i. 7i(c)Touro elected to donate to Children's Hospital approximately $4,231,167 during the year ended December 31, 2011. The donations relate to a sharing of Upper Payment Limit ("UPL") funds received by Touro, to assist Children's with its activities and programs to support the metropolitan community. These activities are sponsored with the knowledge that they are not self-supporting or financially viable, and include financial assistance programs to increase health care to the indigent and uninsured for pediatric primary care services. Additional programs include: Mobile Dental Program, Inpatient Behavioral Health Program, the Parenting Center, Ventilator Assisted Care Program, Safe Kids Coalition, Greater New Orleans Immunization Network, Ambulatory Clinical and Nutritional Support Services and the Miracle League.Cash and in-kind contributions to other community groups: $36,2897i(d)Children's Hospital elected to donate to Touro approximately $100,215 during the year ended December 31, 2011. The donation relates to a sharing of Upper Payment Limit ("UPL") funds received by Children's, to assist Touro with its activities and programs to support the metropolitan community including, but not limited to, financial assistance and discounted care to uninsured and underinsured low income patients and providing a multitude of community outreach programs and health screenings. Part III, Line 4: Part VI Line 1: for Part III, line 4 The text of the footnote to the organization's financial statements that describes bad debts expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including other bad debt amounts in community benefit.>>>>>>>>>>>>>>>>>>Note 8. Concentrations of Credit Risk. "Touro maintains allowances for uncollectible accounts for estimated losses resulting from a payor's inability to make payments on accounts. Touro uses a balance sheet approach to value the allowance account based on historical write-offs and the aging of the accounts. Accounts are written off when collection efforts have been exhausted. Management continually monitors and adjusts its allowances associated with its receivables."Costing methodology>>>>>>>>>>>Touro is costing services using a Ratio of Cost to Charges (RCC) of Adjusted Total Expense as a ratio of Gross Patient Charges. We apply the ratio to Gross Charges of the population being measured in order to estimate cost. Adjusted Total Expense is Touro Hospital's Total Expense less non-patient revenue and Bad Debt Expense. The Ratio of Adjusted Cost to Gross Patient Charges is 22.66% for 2011.Rationale for including other bad debt amounts in community benefit:>>>>>>>>>>>>>>>>>>As one of the main hospitals in the heart of the City of New Orleans, Touro sustained devastating operating losses during the five years following Hurricane Katrina in 2005. These losses were due in part to significant bad debt losses in the years immediately following Katrina. Prior to 2005, Touro was a large financially stable hospital serving the metropolitan New Orleans area. The operating losses sustained following Hurricane Katrina were insurmountable and prevented ongoing investment in facilities and equipment to ensure a state of the art facility which could remain competitive in the healthcare market. Additionally, the State of Louisiana Medicaid Program began imposing dramatic reimbursement reductions starting in February 2009. These have continued with five subsequent reductions resulting in a cumulative 19.7% reimbursement reductions by Fiscal Year 2011. The reductions have only partially been mitigated by the receipt of Medicaid Upper Payment Limit (UPL) funding, which is not guaranteed prospectively. In the post-Katrina environment without the affiliation with Louisiana Childrens Medical Center to provide capital resources, the viability of Touro was in jeopardy. Thus, controlling all sources of operational losses is a paramount concern for management in maintaining our financial viability. Our mission as established by Judah Touro 160 years ago, when he created this non-profit institution, was to provide this community and its population with readily available, quality healthcare. The increases in bad debt losses are of such a magnitude as to preclude Touro from voluntarily seeking out and creating other Touro branded community benefit programs. An institution created for the public benefit cannot otherwise sustain it's financial viability to perform the mission if it cannot generate income and cash flows. Cash resources are needed on an ongoing basis to provide for reinvestment into its facilities and clinical equipment infrastructure in order to ensure the delivery of quality clinical services. We therefore, as a matter of our financial survival, have to manage our Bad Debt losses, a significant component of our operating performance, as one of the contributors to the total community benefit we are able to provide; this is based on the recognition that much of our population is unable to afford the care they need. Part III, Line 8: Part VI Line 1: for Part III, line 8. The extent to which any shortfall reported in line 7 should be treated as community benefit. Also describe the costing methodology or source used to determine the amount reported on line 6.>>>>>>>>>>>>>>>The reason the financial shortfall of treating Medicare patients should be treated as a community benefit.>>>>>>>>>>>>>>Since Hurricane Katrina devastated the city of New Orleans in 2005 Touro has sustained dramatic cumulative net asset losses that have to be mitigated before the hospital can attain a sustainable level of financial stability. These losses were in large part due to the shortfall in Medicare payments needed to cover our fully allocated cost. Prior to 2005, Touro was a large financially stable hospital serving the metropolitan New Orleans area. The operating losses sustained following Hurricane Katrina were insurmountable and prevented ongoing investment in facilities and equipment to ensure a state of the art facility which could remain competitive in the healthcare market. Additionally, the State of Louisiana Medicaid Program began imposing dramatic reimbursement reductions starting in February 2009. These have continued with five subsequent reductions resulting in a cumulative 19.7% reimbursement reductions by Fiscal Year 2011. The reductions have only partially been mitigated by the receipt of Medicaid Upper Payment Limit (UPL) funding, which is not guaranteed prospectively. The Medicare patient population has been doubly challenging to serve since Katrina devastated the healthcare system in 2005. Each year since then, as our community ages and the governmental budgetary challenges become more significant, Touro is faced with even greater financial challenges in serving them knowing that these services are being provided at an overall financial loss to Touro. In the post-Katrina environment, without the affiliation with Louisiana Childrens Medical Center to provide capital resources, the viability of Touro was in jeopardy. Thus, controlling all sources of operational losses is a paramount concern for management in maintaining our financial viability. Our mission as established by Judah Touro 160 years ago, when he created this non-profit institution, was to provide this community and its needy population with readily available, quality healthcare. The Medicare losses are of such a magnitude as to preclude Touro from voluntarily seeking out and creating other Touro branded community benefit programs. An institution created for the public benefit cannot otherwise sustain it's financial viability to perform the mission if it cannot generate income and cash flows. Cash resources are needed on an ongoing basis to provide for reinvestment into its facilities and clinical equipment infrastructure in order to ensure the delivery of quality clinical services. We therefore, as a matter of our financial survival, have to manage our Medicare losses, a significant component of our operating performance, as one of the contributors to the total community benefit we are able to provide; this is based on the recognition that much of the service we provide are to the Medicare population.Costing methodology>>>>>>>>>>>Touro is costing services using a Ratio of Cost to Charges (RCC) of Adjusted Total Expense as a ratio of Gross Patient Charges. We apply the ratio to Gross Charges of the population being measured in order to estimate cost. Adjusted Total Expense is Touro Hospital's Total Expense less non-patient revenue and Bad Debt Expense. The Ratio of Adjusted Cost to Gross Patient Charges is 22.66% for 2011. Part III, Line 9b: Part VI Line 1: for Part III, line 9b. Does the organization's collection policy contain provisions on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance?>>>>>>>>>>>>>>>>>>>The Hospital does not pursue collection of amounts determined to qualify as charity care, and these amounts are not reported as revenue. The Hospital also waives collection of charges for patients who have demonstrated economic hardship and inability to pay. (From the Audited financial statements Footnote #1) Touro Infirmary Part V, Section B, Line 19d: The hospital has a self pay discounting policy that provides patients whom have no insurance coverage to have the charges on their bills reduced by 68% which represents rates collected from some of our lower tiered managed care contracted partners. Part VI, Line 2: Part VI Line 2 Needs assessment:Needs Assessment: The New Orleans community is very diverse, from the Ninth Ward to New Orleans East and the Garden District. The health risks associated with chronic diseases like diabetes and obesity are particularly high among our growing, medically underserved African-American, Hispanic and Vietnamese populations. Touro performs community outreach to these groups through churches, local community organization and other grassroots efforts. Touro's goal is to help residents learn how to access the care they need and to help them learn to manage their health conditions and live healthier lives.Community Need:Louisiana consistently ranks among the worst states in the country for obesity, cancer, and infant mortality. Many health problems are concentrated in poor, urban neighborhoods such as New Orleans and can be traced to unhealthy diets and lack of physical activity. The 2011 America's health ranking (source: United Health) ranks Louisiana 49th in overall state rankings, 42nd for obesity, 44th for smoking, 48th for outcomes and 41st for diabetes. Touro conducts an internal community needs assessment regularly, collaborating with local agencies such as the Louisiana Public Health Initiative, the Louisiana Department of Health and Hospitals and various community groups. This information helps Touro determine the hospital's short and long-term priorities, as well as strategies for improving community health.The Hospital's needs assessment has shown that: - Addressing rates of diabetes and obesity, and the challenges associated with these conditions, are important in this community. In 2011, the Louisiana obesity rate exceeded 30%. Nearly 1.1 million adults in Louisiana are obese, 316,000 more individuals than 10 years ago. - Reducing health disparities among ethnicities and socioeconomic groups in the New Orleans is also important. The latest U.S. Census data shows Orleans Parish (New Orleans) with 24% of its residents living below the poverty level compared to the state average of 18.1%. In Louisiana, obesity is more prevalent among non-Hispanic blacks at 39.5 percent than non-Hispanic whites at 28.4 percent and Hispanics at 29.3 percent (Source:United Health Foundation: America's Health Rankings 2011). Diabetes also varies by race and ethnicity in the state; 13.4 percent of non-Hispanic blacks have diabetes compared to 9.4 percent of non-Hispanic whites and 9.5 percent of Hispanics (Source: State Health Department website).- Louisiana ranks 45th for cardiovascular deaths (Source: 2011 America's Health Ranking, United Healthcare). Reducing deaths from circulatory-system diseases is another community need. Touro is working with New Orleans EMS to deliver critical cardiac care and stroke services to these patients.- Ensuring easier access to primary care physicians, particularly for those living in underserved areas of Orleans Parish without adequate healthcare. As New Orleans has recovered, the issue of health care access is critical especially in neighborhoods far from the main uptown and downtown hospitals, like New Orleans East, Gentilly, and Lakeview which have started to repopulate. Touro has addressed this need by establishing primary care clinics in these neighborhoods. - Addressing high cancer rates in "Cancer Alley". Louisiana ranks 47th in cancer deaths and has consistently had one of the highest cancer incidence rate and highest cancer mortality rate in the country (Source: 2011 America's Health Ranking, United Healthcare). To address this need, Touro has created a comprehensive cancer care program, including a supportive cancer care program providing free support groups and a nurse navigator to help cancer patients and their loved ones in the community free of charge.Addressing infant mortality. The state of Louisiana currently ranks 48th in infant mortality. New Orleans has a 7.6% infant mortality rate compared to the U.S. rate of 6.6% (Source: 2011 America's Health Ranking, United Healthcare).New Orleans ranks 60th out of 64 Louisiana parishes in terms of health outcomes and 63rd in social and economic factors (Source: 2011 The Nielsen Company, 2012 Thomson Reuters). Part VI, Line 3: Part VI Line 3 Patient education of eligibility for assistancePrior to receipt of services, patients are provided the Hospital's "Patient Rights and Responsibilities," which clearly outline the Hospital's payment expectations. Touro Infirmary operates an application center that screens patients for possible coverage with Medicaid and Disability programs. The application center also provides information regarding free program services within the metropolitan area.Inhouse self pay patients are visited by a financial counselor to assist in screening for possible coverage, including financial assistance applications if the patient does not qualify for government sponsored or other third party programs. The financial counselor works with the patient and determines his/her ability to pay and discusses the Hospital's Financial Assistance policy. All emergency room patients are also screened for possible third party coverage and/or financial assistance.All self pay patients who are not screened receive a notice that the Hospital, through its Medical Eligibility Assistance Program (M.E.A.P.), assists patients at Touro Infirmary to determine if they qualify for financial assistance programs, which may also pay for hospital and physician services. This is a community service provided by the hospital at no charge to its patients. Registration Staff, Financial Counselors and other hospital staff are provided ongoing training regarding the eligibility criteria and programs that are available through various local, state, and federal agencies to ensure that deserving patients are referred to appropriate third parties and/or provided financial assistance, depending on the patients' individual circumstances. Part VI, Line 4: Part VI Line 4 Community information- Geographic service areaTouro Infirmary and its subsidiaries are located in South East Louisiana, and serve the populations of Orleans, Jefferson, St. Bernard, and Plaquemines Parishes. Source for this information is The Nielsen Company and Thomson Reuters.- Demographics of the communityo Population. The total population of the following parishes for 2011:- Orleans Parish 376,005- Jefferson Parish 445,117- St. Bernard Parish 43,576- Plaquemines Parish 21,139Source: 2012 The Nielsen Company, 2012 Thomson ReutersPopulation of children by Parish for 2011:Orleans Parish= 79,582Jefferson Parish= 98,209St. Bernard Parish= 10,722Plaquemines Parish= 6,686Source: 2012 The Nielsen Company, 2012 Thomson ReutersAverage Household Income in 2011:Orleans Parish $56,168Jefferson Parish $61,561St Bernard Parish $50,116Plaquemines Parish $61,754Source: 2012 The Nielsen CompanyMedian Household Income 2006-2010:New Orleans= $37,468Jefferson= $48,175St.Bernard= $39,200SOURCE: U.S. Census Bureau, 2011 Quick FactsPoverty Level:Percent of people living below the poverty level in 2011:New Orleans= 29%Jefferson= 18%Source: American Community Survey 2011Child Poverty Rates in 2011:Orleans= 42%Jefferson= 29%Source: American Community Survey 2011 Louisiana ranks 49th in the nation for the percent of children in poverty. Source: 2011 Kids Count Data BookUninsured by Parish:Percent of Uninsured Adults in December 2010:Orleans= 20.7%Jefferson= 19.8%St. Bernard= 23.5%Plaquemines= 21.0%Source: DHH/Louisiana Health Insurance Report, June 2011Percent of Uninsured Children (Age 0 - 19) in December 2010:Orleans= 5.3%Jefferson= 4.0%St. Bernard= 5.2%Plaquemines= 4.6%Source: DHH/Louisiana Health Insurance Report, June 2011 Louisiana ranks 36th in the nation for the number of people without health insurance. Source: 2011 America's Health Ranking, United HealthcareHealth Outcomes:Louisiana's ranking in the nation:49th for Overall Rank50th for Determinants Rank41st for Diabetes Rank44th for Smoking Rank42nd for prevalence of obesity49th for children in poverty48th for cases of infectious disease per 100,000 population45th for the number of cardiovascular deaths per 100,000 population48th for infant mortality (deaths per 1,000 live births)47th for cancer deaths per 100,000 populationSource: 2011 America's Health Ranking, United Healthcare2011 Race/Ethnicity by Parish (Source: 2012 The Nielsen Company, 2012 Thomson Reuters):Parish White Black/Non-Hispanic Hispanic Asian/Pac. Islander OtherOrleans 112,487 227,426 18,467 11,181 6,444 Jefferson 254,382 119,452 45,099 16,130 10,054 St Bernard 30,405 7,038 3,881 906 1,301 Plaquemines 14,243 4,358 940 601 997 Touro Infirmary's patient population by payor category for 2011: In-Patient Out-Patient Total %Medicare 2,912 19,520 22,432 19.67%Medicare HMO 2,112 17,379 19,491 17.09%Medicaid 5,518 17,032 22,550 19.78%Private Insurance 3,313 35,358 38,671 33.91%Self Pay 219 6,276 6,495 5.70%Touro Employee 124 4,269 4,393 3.85%Total 14,198 99,834 114,032 100.00%- Number of other acute care hospitals serving the community:Children's HospitalOchsner Foundation Hospital, Ochsner Baptist, Ochsner Kenner, Ochsner WestbankTulane Medical CenterLSU HospitalEast Jefferson General HospitalWest Jefferson General Hospital Part VI, Line 5: Part VI Line 5 Information to describe how the hospital furthers its exempt purpose by promoting the health of the community- The hospital has a governing board composed of prominent civic leaders.- Maintains an emergency room open to all persons requiring emergency care, without regard to ability to pay.- Provides hospital care for all persons in the community otherwise unable to pay the cost of medical services either directly or through third party reimbursement.- Maintains a board of directors drawn from the community.- Uses surplus receipts over disbursements to improve the quality of patient care, expand and update hospital facilities and equipment, and advance medical training, and education programs.- Maintains an open medical staff.- Actively provides community health education & screening programs as noted below:In the furtherance of its charitable purpose, Touro provides a wide variety of benefits to the community which it serves. Benefits include social service programs, health screenings, in-home caregiver services, support counseling for patients and families, pastoral care, crisis intervention, the donation of space for use by community groups, health and wellness programs, classes about specific medical conditions, and telephone information services. In 2011, Touro participated in 203 community outreach events, which were attended by 3,037 attendees.Outreach events cover a wide variety of health topics that address the health information needs of the community Touro serves, including nutrition, diabetes management, prostate cancer, healthy aging, joint health, heart health, prostate health and fall prevention.Touro's community outreach program offers a range of events including:- Touro-led Seminars and Screenings: Touro physicians, nurses and other allied health professionals provide informative seminars and offer free screenings on a variety of topics. These events are typically hosted on the hospital's campus and are coordinated by Touro Staff.- Tour Rehabilitation Center staff from a variety of disciplines, including director of Inpatient Rehabilitation, occupation therapists, physical therapists and rehabilitation educator participated in free community events including Fall Prevention Seminars, Sudden Impact Training and brain injury specialty training.- Non-Profit Events: Touro regularly partners with non-profit organizations at community health events and screenings. These events are hosted at locations throughout the community. Touro provides free screenings, health information and clinical staff to administer the screenings and provide clinical consultations. Examples of these events include: the Jefferson Parish YMCA Silver Sneakers Health Fair; the National Safety Council Safety Fair; the Jefferson Parish Senior Expo; and the Get Healthy Hollygrove community heath fair.- Sponsorship Events: Touro sponsors healthcare-related organizations and events in the greater New Orleans community, such as the American Heart Association, Susan G. Komen Race For the Cure and the American Diabetes Association. Participation in these events entails staffing the event, providing health education materials to attendees and offering free screenings (as requested) to attendees. All events are open to the public.- Employee Health Screenings: Touro participates in local employer health fairs and provides health information, free screenings and consultations. Examples of employer health events include: the W New Orleans Hotel, the Sheraton New Orleans Hotel, and the Marriott New Orleans.- Healthy Aging Programs: Touro offers free events and programs designed to help the aging population in the community live healthy and independent lives. The Touro Prime Years Program is a free program designed to help adults age 55 years of age and older lead a healthy and active lifestyle. The Prime Years program includes a monthly educational health seminar or screening customized to meet the information needs of this population. Topics have included: Heart Health for Women; Foot Care and Diabetes; Women's Health in Your Prime Years; Sharpen Your Cognitive Skills; Prostate Health Seminar and Traveling with Diabetes.- Touro is the only hospital in the community to offer a unique program called CarFit, in partnership with local AARP and AAA chapters. Developed in collaboration with the American Society on Aging, AAA, AARP and the American Occupational Therapy Association, CarFit is the first program to offer older adults the opportunity to check how their personal car "fits" them. People over age 65 are the fastest-growing population in the U.S. Because of their fragility, seniors have the highest crash death rate per mile of any age group except teenagers. Trained professionals lead drivers through a 12 point checklist with their vehicle, recommend car adjustments and adaptations and offer resources and activities that could make their car "fit" better or enhance their safety. An Occupational Therapist provides information to older drivers on how to maintain and strengthen driving health. Participants receive a one-on-one consultation with the OT and a summary of the checklist. Touro offered two CarFit screenings in 2011.- Touro also offered a fall prevention program to the community. One of the most common health threats to a senior's health is also one of the most overlooked-falls. More than one third of adults 65 or older fall each year, and among older adults, falls are the leading cause of injury, hospital admissions, trauma and death. Touro offered a fall prevention program to address this issue. The free program pairs aging and healthcare experts with seniors to help them become more aware of fall hazards and learn how to reduce the risk of falling. This community-based workshop met once a week for five weeks and covered a variety of topics designed to help seniors prevent falls. Topics included: exercises for strength and balance; pedestrian safety; and medication interaction and falls. Supportive Cancer Care Program Touro's supportive cancer care program offers several support groups that are free and open to the community to meet the oncology needs of the New Orleans community. Support groups include:- Girl Talk: Gynecologic Cancer Support GroupA support group for women who have been diagnosed with one of the gynecologic cancers. Whether a person is newly diagnosed, actively being treated, or have completed treatment, this group can help. The meetings promote education and discussion about relevant topics.- Support for Women with Cancer As the name implies, this group is open to any woman -- no matter what the diagnosis -- who is interested in receiving and giving support to other women with cancer. The group meetings are designed to be informative and promote the sharing of thoughts and feelings. Daytime and evening meeting times are offered.- Look Good - Feel Better WorkshopAn American Cancer Society program that teaches beauty techniques to women who are in active treatment "to help them combat the appearance-related side effects of cancer treatment." Free skin care products are supplied by well-known cosmetic manufacturers. Additionally, information about wigs and other appearance issues are discussed.- Caring for CaregiversCaring for a loved one with cancer can be challenging. This program provides caregivers with information, resources and support via one on one sessions with a support counselor.- Peer Support: Women Helping Women with Cancer For many women diagnosed with breast cancer, not knowing what to expect presents the biggest challenge. This program provides one-on-one support from another woman who has survived breast cancer.- Peer Support: Men Helping Men with CancerFor men with cancer, coping can be difficult. Men are taught to take care of their problems. But a disease like cancer can be tough to handle. This program provides one-on-one support from another man who has survived cancer.- Kids Konnected Support Program: When a parent has cancer, the whole family is affected. Kids can feel sad, angry, alone, and disconnected. Kids Konnected is a support program for children whose parents have cancer. The program provides helpful information and a monthly support group for kids, along with guided tours of the different cancer treatment centers at Touro. Kids and parents can meet Touro staff, ask questions, and connect with other families. The program is free of charge and open to anyone in the community.- Cancer Transitions Program: This is a free six-week LIVESTRONG program designed to help people make the transition from patient to survivor. Experts from Touro's Supportive Cancer Care Center lead conversations about nutrition, survivorship, emotional well-being and more. Part VI, Line 6: Part VI Line 6 the respective roles of the organization and its affiliates in promoting the health of the communities served.Touro Infirmary has the following wholly owned subsidiaries:- Metrolab, Inc. operates a commercial clinical laboratory (Closed during 2011). - Crescent City Physicians, Inc. operates physician medical practices.Touro Infirmary is the sole member of the following not-for-profit entities:- Touro Infirmary Foundation performs the fund-raising function for the hospital. - Woldenberg Village, Inc. operates a 120-bed nursing home, a 60-unit assisted living facility, and a 60-unit independent living facility.Touro Infirmary and Woldenberg Village own a 66% interest in TIJV, LLC, which is a real estate joint venture. Touro Infirmary leases a building from TIJV, LLC in which it operates an off-campus diagnostic imaging center.Touro Infirmary is a subsidiary of Louisiana Children's Medical Center, which is also the parent organization for Children's Hospital. 1 Children's Hospital 200 Henry Clay Ave New Orleans LA 70118 720467503 501(c)(3) 4231167 Touro elected to donate to Childrens Hospital $4,231,167 during the year ended December 31, 2011. The donations relate to a sharing of Upper Payment Limit (UPL) funds received by Touro, to assist Childrens with its activities and programs to support the metropolitan community. These activities are sponsored with the knowledge that they are not self-supporting or financially viable, and include financial assistance programs to increase health care to the indigent and uninsured for pediatric primary care services. 1 0 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Members of Touro's Governing Board participate in the Louisiana Children's Medical Center (Touro's parent corporation,also a 501(c)(3) corporation) quarterly community benefit board committee meeting to review established community benefit programs, including patient volume, funding sources and net unreimbursed program cost. Touro's donation to Children's Hospital(a sister 501(c)(3)organization)is intended to assist with Children's total unreimbursed community benefit costs. X X 1 1 1 1 0 0 0 0 0 0 0 JACK JACOBS 0 185591 0 96722 0 1540 0 1500 0 12061 0 297414 0 0 STEVE WORLEY 0 683411 0 216203 0 60914 0 294076 0 62519 0 1317123 0 0 JAMES MONTGOMERY 516665 0 297972 0 9061 0 12459 0 13971 0 850128 0 0 0 SUSAN PITOSCIA 332165 0 91763 0 6218 0 12118 0 11171 0 453435 0 0 0 SUZANNE HAGGARD 278117 0 6789 0 3686 0 17150 0 7309 0 313051 0 0 0 SCOTT C LANDRY 169708 0 38825 0 1812 0 0 0 14331 0 224676 0 0 0 CHAD COURREGE 202234 0 50107 0 1819 0 12973 0 14571 0 281704 0 0 0 FRANCIS D MERTENS 194140 0 43915 0 5337 0 17911 0 5022 0 266325 0 0 0 JEANETTE RAY 188807 0 42893 0 2525 0 12118 0 11171 0 257514 0 0 0 LAWRENCE METEVIER 174049 0 0 0 1361 0 11781 0 5022 0 192213 0 0 0 LEE HANKINS 151398 0 0 0 6877 0 7399 0 3600 0 169274 0 0 0 NORMAN A STITELER 150189 0 0 0 3885 0 3580 0 13137 0 170791 0 0 0 HENRY ALEXANDER 153874 0 0 0 963 0 10323 0 195 0 165355 0 0 0 DANIEL TOBIN 152949 0 0 0 3045 0 10891 0 7702 0 174587 0 0 0 GARY STEIN 0 0 171987 590275 3192 0 17068 0 0 0 192247 590275 0 0 ROBERT FICKEN 135945 0 0 0 0 0 2073 0 2831 0 140849 0 0 0 WILLA DIXON 180456 0 27256 0 1409 0 3832 0 1980 0 214933 0 0 0 Part I, Line 1a --------------------- Three employees were reimbursed for moving expenses/housing expenses associated with relocation expenditures. One employee was reimbursed for accounting/tax consulting fees with taxes withheld. Part I, Line 1b Part I, Line 3--------------- Touro's President Base compensation, incentive compensation and all other reportable and non-reportable compensation is reviewed annually by the Executive Committee of the Board of Trustees of Louisiana Children's Medical Center which is Touro's parent. The Executive Committee is a 10 voting-member subset of the Board of Trustees. Decisions made by the Executive committee are documented and reported in summary to the full Board of Trustees. In addition to board review, third-party consultants periodically review compensation and incentive amounts to ensure market reasonableness and competitiveness. Third-party prepared compensation and incentive review is presented to the Executive Committee. Incentive bonuses are based on 25% Revenue Growth, 30% Operating Income, and 45% Board discretion based on overall performance, quality initiatives, and accreditation, etc. Part I, Lines 4a-b Part I, Lines 4a-b: Severance Payment or Change of control Payment: Kevin Jordan...Severence Payment...$65,903 Robert A Ficken...Severence Payment..$135,945 Part I, Line 4B: Supplemental Nonqualified Retirement Plan: Gary Stein - $261,624 is the 2011 distribution from the Trust. In 1997 Crescent City Physician, Inc. (CCPI) created a Trust under the Gary M Stein Deferred Compensation Agreement. The Trust is a grantor trust under the Internal Revenue Code. CCPI, as grantor is deemed to own all items of Income and deduction on the Trust. Income from the Trust is to be reported by CCPI. The assets of the Trust are subject to any claims of CCPI creditors. CCPI receives monthly accountings of all Trust assets. The Deferred Compensation Agreement is a non-qualified deferred compensation plan under which Mr. Stein was allowed to defer a portion of his salary to be paid in the future. The Trust was funded by bonuses paid to Mr. Stein. Retirement benefits commenced on June 1, 2007 over a period of ten years (1/10 each year) based on the value of the fund as determined by Allegheny Investments. The payments are authorized by the Trustee and are disbursed by the Allegheny Financial Group. Crescent City Physician Inc.'s (CCPI's) Supplemental Executive Retirement Plan (SERP) has a balance of $102,144 on behalf of Mr. Francis Dale Mertens as of December 31, 2011 Effective April 1, 2008 CCPI adopted the SERP plan on Mr. Francis Dale Mertens behalf. The SERP is not maintained soley for the purpose of providing benefits in excess of the limits in Code Section 415 and the Plan is intended to be covered by ERISA. The plan is intended to comply with Internal Revenue Code Section 409A regulations. The assets of the SERP are subject to any claims of CCPI creditors. The Plan is intended to constitute an unfunded plan that is maintained by CCPI primarily for the purpose of providing deferred compensation for Mr. Francis Dale Mertens within the meaning of ERISA section 201(2). Mr. Francis Dale Mertens is an active employee. Therefore, benefits have not commenced. Benefits will commence when one of the following occurs; death, disability, change of control, or termination of employment. Form 990, Part VI, Section A, line 6 Louisiana Children's Medical Center (LCMC) will act as a System Parent and it is the sole member of Touro Infirmary and of Children's Hospital. Form 990, Part VI, Section A, line 7a Louisiana Children's Medical Center (LCMC) has the sole authority to appoint the board of Touro Infirmary. Form 990, Part VI, Section A, line 7b Louisiana Children's Medical Center (LCMC) reserved the power to approve the decisions of the board. Form 990, Part VI, Section B, line 11 A draft of the Organization's Form 990 will be presented at a monthly board of directors meeting. During this meeting the tax return will be reviewed and discussed for accuracy and completeness. Form 990, Part VI, Section B, line 12c At the time of hire, each employee reviews the conflict of interest form, has an opportunity to ask questions about the policy, and signs a document stating that they have reviewed and understand the policy. This is a part of the employees' permanent record, and applies to all employees. Senior management (directors, vice presidents, CEO) and members of the board of directors are required to review and sign a conflict of interest form on an annual basis. Form 990, Part VI, Section B, line 15 THE ORGANIZATION RELIES ON COMPARABLE DATA FROM unrelated entities TO DETERMINE THE AMOUNT OF COMPENSATION for its executives, AND DOCUMENTATION IS MAINTAINED REGARDING THE DETEMINATION OF THESE AMOUNTS. the final decision regarding the amount of compensation is subject to the approval of the board of directors. In 2007, the organization's compensation committee engaged an outside consultant to assist in the development, analysis and independent review of compensation for the organization's executives. The analysis consisted of a review of a third party compensation survey. Executive Benchmarks were established to positions of similar sized hospitals. After the review, recommendations were provided to the president/ceo and the vice president of human resources. Form 990, Part VI, Section C, line 19 all governing documents, the conflict of interest policy, and financial statements are made available to the public upon request. HOURS WORKED FOR RELATED ORGANIZATIONS Form 990, PART VII, Column B James Montgomery is the President for Touro Infirmary. Additionally part of his duties include serving as a Board Member of the Touro Infirmary Foundation (1 hours/week); a Board Member of Woldenberg Village (1 hours/week); a Board Member of Crescent City Physicians (4 hours/week); a Board Momber of TIJV (.5 hours/week). Chad Courrege is the VP of Human Resources for Touro Infirmary. Additionally part of his duties include management and oversight of Woldenberg Village (5 hours/week); management and oversight of Crescent City Physicians (4.5 hours/week); management and oversight of the Touro Infirmary Foundation (0.5 hours/week). Francis D. Mertens is the President & COO of CCPI & Board Member of CCPI spending 31 hours per week in this role. Additionally part of his duties include serving as VP of Physician Services for Touro (21 hours/week); management and oversight of Metrolab (1 hours/week); management and oversight of TIJV (0.5 hours/week). Suzanne Haggard is the Chief Financial Officer (from Dec) for Touro Infirmary. Additionally part of her duties include serving as a financial manager of the Touro Infirmary Foundation (2 hours/week); management and oversight of Woldenberg Village (8 hours/week); management and oversight of Crescent City Physicians (5 hours/week); management and oversight of TIJV (.5 hours/week); Board member of Prytania Medical Complex Owners Association (0.5 hours/week); Board member of Buckman Medical Office Building Condominium Association (0.25 hours/week). Scott C. Landry is the VP of Facilities for Touro Infirmary. Additionally part of his duties include management and oversight of Woldenberg Village (.5 hours/week); management and oversight of Crescent City Physicians (1 hours/week); Board member of Prytania Medical Complex Owners Association (0.5 hours/week); Board member of Buckman Medical Office Building Condominium Association (0.5 hours/week). Jeanette Ray is the VP of Rehab/Post Acute Services for Touro Infirmary. Additionally part of her duties include Board Member of Woldenberg Village (10 hours/week). Jack Jacob, M.D. is the Physician with Crescent City Physicians, Inc where he practices in excess of 40 hours/week. Norman A. Stiteler is the Corporate Compliance Officer for Touro Infirmary. Additionally part of his duties include serving as management and oversight of the Touro Infirmary Foundation (0 hours/week); management and oversight of Woldenberg Village (1 hours/week); management and oversight of Crescent City Physicians (1 hours/week). Dan Tobin is the Controller for Touro Infirmary. Additionally part of his duties include accounting services to Metrolab (.5 hours/week); accounting services to TIJV (1 hours/week). Steve Worley is the President and Chief Executive Officer for Louisiana Children's Medical Center and Children's Hospital where he splits his time 21 hours weekly for LCMC and 32 hours weekly devoted to Children's Hospital activities. Additionally part of his duties include serving as board member of the Touro Infirmary Foundation (1 hours/week). Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 3,566,977. TIJV, LLC -RENTAL -31,985. EARNINGS/(LOSSES) FROM SUBSIDIARIES -2,830,279. Restatement of Prior Year Income 670,455. Change in Restricted Net Assets 83,334. PENSION NET ASSET ADJUSTMENT -5,620,981. RETURN OF INVESTMENT ON AFFILIATED ENTITY Remove allocated rent to subsidiary 1,052,349. HCCI Form5147 Schedule F Income Affiliated Organization's Return of Investment Total to Form 990, Part XI, Line 5: -3,110,130. FORM 990, PART XII, LINE 2C: The Organization's committee that assumes responsibility for the oversight of the audit of its financial statements and selection of an independent auditor has not changed from the prior year. Touro Infirmary Foundation 1401 Foucher Street new orleans LA 70115 721169939 healthcare support LA 501(c)(3) 509(a)(3) 1 Woldenberg Village 3701 Behrman place new orleans LA 70114 720540671 healthcare delivery LA 501(c)(3) 509(a)(2) 1 LOUISIANA CHILDREN'S MEDICAL CENTER (LCMC) 200 Henry Clav Ave new orleans LA 70118 943480131 healthcare delivery LA 501(c)(3) 509(a)(3) 0 CHILDREN'S HOSPITAL 200 Henry Clav Ave New orleans LA 70118 720467503 healthcare delivery LA 501(c)(3) 170(B)(1)(A)(iii) 0 1 TIJV llc 1401 Foucher St new orleans LA 70115 261378361 Imaging Center Rental LA Touro Infirmary related 31985 2453960 0 0 0.66000 metrolab inc 2633 napolean avenue new orleans LA 70115 721184791 healthcare LA C 1.00000 crescent city physicians inc 3600 prytania street suite 72 new orleans LA 70115 721269878 healthcare LA C -2830279 4523210 1.00000 buckman medical office building condominium association 1401 foucher street new orleans LA 70115 721226687 healthcare LA C 38362 0.84900 prytania medical complex owners association 650 poydras street suite 1200 new orleans LA 70130 720866121 healthcare LA C 78940 0.82460 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 TOURO INFIRMARY FOUNDATION Q 993002 metrolab inc E 53419 woldenberg village D 1642087 crescent city physicians inc D 2822557 crescent city physicians inc A 1052349 CHILDREN'S HOSPITAL B 4231167 LOUISIANA CHILDREN'S MEDICAL CENTER L 672373 TIJV LLC A 120672 TIJV LLC A 59871 CHILDREN'S HOSPITAL C 100215