2011-11-11T13:16:31-06:00 2010-12-31 990 2010-01-01 720423659 TOURO INFIRMARY TOUR 5048978344 1401 FOUCHER STREET NEW ORLEANS LA 70115 Suzanne Haggard 5048978568 2011-11-11 2010 2016-03-07 17:11:31Z Suzanne Haggard 1401 FOUCHER STREET NEW ORLEANS LA 70115 232609564 0 X www.touro.com X 1852 LA provision of healthcare services 16 11 2023 461 0 0 15213340 32674257 187517569 193118827 3563987 416421 7474477 6400059 213769373 232609564 0 0 0 0 95383895 93568667 0 0 0 113064608 112564106 208448503 206132773 5320870 26476791 169915364 196083962 174109005 160237938 -4193641 35846024 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 170575834 195979709 The hospital provides inpatient, outpatient, emergency and critical care, home health, and rehab services. It has 261 adult and pediatric beds,77 Rehabilitaton beds, 22 ICU beds, and 16 NICU beds for a total of 376 beds. The number of inpatients treated by the hospital in 2010 was 14,013. The number of patients treated as outpatients was 95,9873 and their Outpatient visits totaled 223,838 for 2010. There were 6,322 surgeries, 29,782 emergency room visits, and 2,800 babies delivered.The total number of patients treated in 2010 was 110,002; 39,706 or 36.1% were Medicare patients; 30,298 or 27.5% were Medicaid, uninsured, or discounted patients; 39,998 or 36.4% had private insurance. The breakdown of the inpatients for 2010 was:10,674 acute discharges from the hospital,575 rehab cases,2,553 discharges from the Nursery, and 213 discharges from NICU. The total number of inpatient days for 2010 was 76,754 of which 51,398 Patient Days for acute cases and an Average length of stay of 4.9 days; 16,104 Patient Days for Rehab cases and an Average Length of stay of 28.3 days; 5,856 Patient Days for Nursery cases and an Average Length of Stay of 2.3 days;3,396 Patient Days for NICU cases and an Average Length of Stay of 15.9 days. 5434575 3539177 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. Touro currently offers training programs to more than 30 residents in the following areas: Orthopedics, General Surgery, Plastic Surgery, Cardiology, Infectious Disease, Medicine, Neurology, PM&R and Obstetrics/Gynecology. Touro is also a clinical training site for allied health programs for various metro New Orleans colleges. 217606 Community health improvement services and community benefit operations provide complimentary health education programs and free health screenings for the community. These programs are designed to focus on some of the most prevalent diseases in the community, such as diabetes, heart disease and cancer. These programs address prevention, early detection, treatment, and maintaining healthy lifestyles. In 2010 Touro held 65 outreach events that were attended by 816 people. Touro also conducted 1,518 free healthcare screenings, which prompted 116 people to make appointments with physicians. 176228015 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 172 0 2023 1 0 0 0 0 0 0 0 0 0 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 25000 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 295179 11403 HUGH W LONG 1.00 X 0 0 0 KNIGHT WORLEY 1.00 X 0 0 0 ELLEN YELLIN 1.00 X 0 0 0 JAMES MONTGOMERY 40.00 X X 760401 0 201553 JOY BRAUN 1.00 X 0 0 0 ELIZABETH SULLIVAN 1.00 X 0 0 0 STEVE WORLEY 1.00 X 0 881055 317360 KEVIN T JORDAN 40.00 X 393946 0 6519 ROBERT A FICKEN 40.00 X 412541 0 9258 SUSAN PITOSCIA 50.00 X 343895 0 18798 SUZANNE HAGGARD 40.00 X 33342 0 0 CHAD COURREGE 40.00 X 216450 0 19911 FRANCIS D MERTENS 8.50 X 213635 0 20065 SCOTT C LANDRY 43.00 X 183125 0 21517 THERESA R WILLIAMS 50.00 X 94542 0 6121 WILLA DIXON 50.00 X 189705 0 8260 JEANETTE RAY 40.00 X 202754 0 21949 LAWRENCE METEVIER 40.00 X 171952 0 15827 DAN TOBIN 47.00 X 152531 0 18577 LEE HANKINS 40.00 X 152593 0 9818 NORMAN A STITELER 40.00 X 148939 0 22291 SANDRA DUFRENE 50.00 X 132630 0 9029 GARY STEIN 0.00 X 175317 556864 16685 3908756 1733098 748820 52 1 1 0 SIEMENS MEDICAL SOLUTIONS C/O MELLON BANK POBOX120001 DEPT 07 DALLAS TX 75312 INFORMATION TECHNOLOGY 7740013 LSUHSC - NEW ORLEANS 433 BOLIVAR STREET RM 619 NEW ORLEANS LA 70112 AFFILIATION/RESIDENCY PROGRAM 3581329 ARAMARK 24863 NETWORK PL CHICAGO IL 60673 HOUSKEEPING/CAFE/EQUIP MAINT 2978899 PARISH ANESTHESIA OF NEW ORLEANS LLC 3510 N CAUSEWAY BLVD SUITE 404 METAIRIE LA 70002 PHYSICIAN SERVICES 2630798 REGIONAL RADIOLOGY LLC C/O C/O 621 HICKORY AVE HARAHAN LA 70123 PHYSICIAN SERVICES 2398950 50 15507309 16977359 189589 32674257 NET PATIENT SERVICE 621400 192483735 192483735 NON-PATIENT SERVICE 621400 635092 635092 193118827 345548 345548 873 873 2323313 2323313 2323313 2323313 70000 70000 70000 70000 parking income 812930 1455583 1455583 cafeteria/catering 900099 1332376 1332376 insurance proceeds 525100 301601 301601 987186 987186 4076746 232609564 199518886 0 416421 3302632 1089867 2212765 74580749 71667976 2912773 3049371 2991630 57741 6837509 6610360 227149 5798406 5534403 264003 650989 650989 329949 130895 199054 185188 185188 34815585 32493174 2322411 987056 13883 973173 7253635 4585278 2668357 2412628 2411840 788 5720737 5429445 291292 113141 102738 10403 74437 71407 3030 4825491 4825491 12569807 56437 12513370 2709894 2709894 MEDICAL SUPPLIES 35545171 35515195 29976 Capital lease expense 4025631 3968872 56759 dues & memberships 177150 81883 95267 Legal settlement -9232 28268 -37500 176849 83581 93268 206132773 176228015 29904758 0 3719044 5143185 30742415 37553954 10954844 9494634 3806813 4134775 2624972 2163031 361600825 254129529 99724591 107471296 14165181 26992449 4177504 3130638 169915364 196083962 27362244 27367380 41123 3507970 91133410 87064776 55572228 42297812 174109005 160237938 X -5117732 34666916 924091 1179108 -4193641 35846024 169915364 196083962 X 26476791 13562874 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7688116 43260 7731376 7688116 7688116 7683614 4502 7688116 1.00000 0 1 1 12238296 12238296 150855126 112493736 38361390 191552675 141115522 50437153 6954728 520271 6434457 107471296 interest rate swap 6591020 other liabilities 1264145 pension liability 5712315 utility deposits 23825 due from restricted funds 1173081 worker's comp claims 2046844 professional liability claims 6366584 retirement payable long term 860117 lease obligations 2545292 investment liability 15714589 42297812 232609564 206132773 26476791 142666 13420208 13562874 40039665 243232460 142666 2380827 2523493 240708967 -8099403 -8099403 232609564 215814662 8260574 8260574 207554088 -1421371 56 -1421315 206132773 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 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 -15,522. EARNINGS/(LOSSES) FROM SUBSIDIARIES -3,979,505. YEAR-END ELIMINATION OF INTERCOMPANY DEBT 15,781,761. CHANGE IN RESTRICTED NET ASSETS 255,016. PENSION NET ASSET ADJUSTMENT 659,799. RETURN OF INVESTMENT ON AFFILIATED ENTITY -95,216. Remove allocated rent to subsidiary 959,524. Transfer Expense paid for Subsidiary -140,097. HCCI Form5147 Schedule F Income -5,552. Part XII, Line 2d - Other Adjustments: EXPENSE RESERVE REVERSAL RECORDED TO NON-OPERATING REVEVNUE IN AFS 1,421,371. RENT ALLOCATED TO SUBSIDIARY 959,524. CASH OVER & SHORT -68. Part XII, Line 4b - Other Adjustments: TIJV K1 plus HCCI form5147 21,074. PROVISION FOR DOUBTFUL ACCOUNTS -8,120,477. CASH OVER/SHORT Part XIII, Line 2d - Other Adjustments: PROVISION FOR DOUBTFUL ACCOUNTS 8,120,477. EXPENSES FOR SUBSIDIARY DISSOLUTION YEAR 140,097. Part XIII, Line 4b - Other Adjustments: CASH OVER & SHORT 56. 1 1 1 X 250.000000000000 1 X 1 1 1 0 1 0 3896104 132178 3763927 0.01890 53862404 50153615 3708789 0.01860 220991 60538 160453 0.00800 57979499 50346331 7633169 0.04550 217606 217606 0.00110 5434575 3539177 1895398 0.00950 5652181 3539177 2113004 0.01060 63631680 53885508 9746173 0.05610 0 2538162 46167266 51502936 -5335670 X 1 1 1 TIJV LLC RENTAL OF IMAGING CENTER 0.66000 0.34000 1 1 TOURO INFIRMARY

1401 FOUCHER STREET NEW ORLEANS LA 70115

X X X X Touro Infirmary 1 1 1 250.000000000000 1 400.000000000000 1 X X X X X 1 1 X X X 0 1 X X 1 X 0 0 2 Woldenberg Village

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 The Hospital uses the "Sliding Scale Method" to determine the dollar amount to be considered as charity care for eligible patients. A sliding scale fee schedule is used to determine charity balance percentages. The minimum charity approval begins with incomes at 400% of the federal poverty level and continues to increased discounts as the family income reaches 251% of the federal poverty level. Any guarantor at or below 250% of the federal poverty level, as adjusted for family size, will be entitled to charity sponsorship for the full amount of the hospital charges related to appropriate hospital-based medical services that are not covered by private or public third-party sponsorship. Factors considered for eligibility for charity service are:- The patient should reside in the United States- The patient's individual or family income, as appropriate, using the income guidelines, which takes into consideration the cost of living for the community- Individual or family net worth, including all liquid and convertible assets owned, less liabilities and claims against assets. The value of the patient's primary residence is excluded from the net worth calculation.- Employment status along with current earnings sufficient to meet the obligation within a reasonable period of time. No more that 40% of the family income shall be considered available for purposes of a payment plan calculation- Family size- Other financial obligations, including living expenses and other items of a reasonable and necessary nature- The amounts and frequency of hospital and other healthcare/medication bills in relation to the above factors. A patient may be deemed medically indigent when the only resources available for healthcare payment are Medicare and Medicaid benefits;- If the total outstanding medical bills for the patient exceed $100,000.00 or 50% of total assets, the medical indigent classification will apply and the patient will receive charity care.- All other resources are 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. 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 24.79% for 2010. Part I, Line 7, Column (f): The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 2538162. 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 24.79% for 2010.Rationale for including other bad debt amounts in community benefit:>>>>>>>>>>>>>>>>>>As has been common to the hospitals of the New Orleans metropolitan area, Touro has sustained continuous post Katrina hospital operating losses. Controlling all sources of operational losses are of a paramount concern and consideration in maintaining our financial viability. Our mission as established by Judah Touro over 150 years ago, when he created this non-profit institution, was to provide this community and its indigent population with readily available and accessible quality healthcare. Touro's bad debt losses, since Katrina, are of such a sustained magnitude as to preclude Touro from voluntarily seeking out and creating other Touro created and branded community benefits programs. An institution created for the public good cannot otherwise sustain the financial viability to perform it's mission if it cannot generate income to place in reserve for future needs. Since 2005 we have been in an ongoing struggle to manage our financial losses for the sole purpose of maintaining our significant role as a primary and emergency care hospital service provider in this continued recovering environment. We therefore have to consider our Bad debt losses which are a significant source of our overall losses, albeit not the only source, towards the community benefit we provide. 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 shortfall caused by the cost of treating Medicare patients exceeding the revenues should be treated as a community benefit. Since Hurricane Katrina devastated the city of New Orleans in 2005 hospital operating losses have followed unabated thru 2010. Controlling all sources of operational losses are of a paramount concern and consideration in maintaining our financial viability. Our mission as established by Judah Touro over 150 years ago, when he created this non-profit institution, was to provide this community and its indigent population with readily available and accessible quality healthcare. Touro's bad debt losses, since Katrina, are of such a sustained magnitude as to preclude Touro from voluntarily seeking out and creating other Touro created and branded community benefits programs. An institution created for the public good cannot otherwise sustain the financial viability to perform it's mission if it cannot generate income to place in reserve for future needs. Since 2005 we have been in an ongoing struggled to manage our financial losses for the sole purpose of maintaining our significant role as a primary and emergency care hospital service provider in this still recovering community. We therefore have to consider all sources of unreimbursed cost as contributing to our overall operational losses and an integral part of the community benefits we provide; this includes the losses sustained in serving our Medicare patient population a significant consumer of Touro services. It is this Medicare patient population that the community as a whole has been most challenged to serve since the initial devastation to the healthcare system and the physician provider community caused by Katrina. Many of the elderly in New Orleans were never able to return to the community due to the loss of their healthcare support systems. Each year as our community ages and the governmental budgetary challanges become more significant Touro is faced with even greater financial challenges in serving them. 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 24.79% for 2010. 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 60% which represents rates collected from some of our lower tiered managed care contracted partners. Touro Infirmary was founded by a bequest from the will of Judah Touro after his death in 1854. It instructed that the hospital be organized as a charitable institution for the relief of the indigent sick. For over 150 years it has provided quality medical care. It has endured yellow fever epidemics, the Civil War, Jim Crow laws, and other local calamities. However, in recent times it endured Hurricane Katrina, which dramatically impacted the New Orleans community by its physical and economic devastation. It caused the closure of a number of medical institutions, and many medical personnel moved away. For a period of time Touro Infirmary was the only hospital open in New Orleans. As a result of this catastrophic event and healthcare shortage, Touro Infirmary provided unusually large amounts of charity care, even spending down its reserves to subsidize this healthcare.In spite of these obstacles, Touro Infirmary has continued to provide quality healthcare. In 2009 LA House Bill No. 879 (HB 879) was approved and became effective upon the signature of the Governor of Louisiana. HB 879 directed the Department of Health and Hospitals, Bureau of Health Services Financing to issue supplemental payments to hospitals that demonstrated substantial financial and operational challenges in the aftermath of Hurricanes Katrina, Rita, Gustav and Ike. One of the provisions of HB 879 made additional Medicaid funding available to hospitals identified in the July 17, 2008 United States Government Accountability Office (GAO) report that have demonstrated substantial financial and operational challenges in the aftermath of Hurricane Katrina. Touro is one of five hospitals identified in the GAO report. Part VI, Line 2: Part VI Line 2 Needs assessment:The New Orleans community is very diverse, from the Ninth Ward to New Orleans East to the Garden District. The health risks associated with chronic diseases like diabetes and obesity are particularly high among our growing medically underserved African-American, and growing Hispanic and Vietnamese populations. We reach out to these groups through churches, local community organizations, and other efforts. Our goal is to help all residents equally access the care they need, and to help them learn to manage their conditions and live healthier lives through community outreaach and support groups. Community Need:The CDC has consistently ranked Louisiana 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 could be traced to unhealthy diets and a lack of physical activity. 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. The results help us determine our short- and long-term priorities as well as strategies for improving community health.The Hospital's needs assessment has shown that: - Addressing increasing rates of diabetes and obesity, and the challenges associated with these two conditions are important in our community. In 2010, the Louisiana obesity rate exceeded 30% (1 of only 8 states with such a high level). - Reducing health disparities among different ethnicities and socioeconomic groups in the New Orleans area. The latest U.S. Census quick fact report shows Orleans Parish (New Orleans) with 23% of its residents living below the poverty level compared to state average of 18%. In addition, New Orleans is the deadliest city in America with 64 killings per 100,000 people, resulting in the highest per capita murder rate in the nation.- Reducing deaths from circulatory-system diseases. New Orleans has the highest number of deaths caused by heart failure, hypertension, and stroke, a rate of 414.4 per 100,000 residents. 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 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 consistently ranks 2nd or 3rd in the nation with the highest cancer incidence rate and highest cancer mortality rate. New Orleans has an average annual incidence rate for all sites of cancer of 396.- Addressing infant mortality. New Orleans has a 8% infant mortality rate compared to the U.S. rate of 6.8%. - Ensuring Touro has enough qualified health care workers to meet emerging community needs.- New Orleans ranks 59th out of 64 Louisiana parishes in terms of health outcomes and 63rd in social and economic factors. 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. - Demographics of the communityThe greater New Orleans population is disproportionately poor, uninsured and at high risk medically.o Population. The total population of the following parishes for 2010:- Orleans Parish 357,135- Jefferson Parish to be 444,203,- St. Bernard Parish 39,214,- Plaquemines Parish 21,957.Source: 2010 Claritas Inc.The population of children in the following parishes for 2010:- Orleans Parish 75,647,- Jefferson Parish to be 105,178,- St. Bernard Parish 8,147,- Plaquemines Parish 5,680(data from 2010 Claritas Inc.)o Income. Median Earnings for Workers in 2009:(latest update available)Orleans Parish $23,300Jefferson Parish $28,805State of Louisiana $26,679United States $28,365Data from 2009 American Community Survey, U.S. Census BureauThis means that approximately 50% of workers earn at least the median, while 50% of the workers earn less than the median.Average Household Income in 2010:Orleans Parish $60,936Jefferson Parish $64,794St Bernard Parish $52,424State of Louisiana $58,679United States $71,071Data from 2010 Claritas IncPer capita income in 2009 (latest update available)Orleans Parish $23,475Jefferson Parish $25,490State of Louisiana $22,969United States $26,409Data from 2009 American Community Survey, U.S. Census Bureauo Poverty Level:Percentages of community residents with incomes below the federal poverty guideline. Percent of people living below the poverty levelOrleans Parish 17.4 Data From US Census Bureau Jefferson Parish 13.8 Data from U.S. Census, American Community Survey 2009.State of Louisiana 18.7 Data From US Census Bureau United States 14.3 Data from U.S. Census, American Community Survey 2009.Percent of Children under 18 years below poverty level in 2009Orleans Parish 34.6%Jefferson Parish 21.9State of Louisiana 24.2United States 20.0Data from U.S. Census, American Community Survey 2009.2010 Race/Ethnicity (major Groups)Parish White Black Asian OtherOrleans Parish 118,386 216,269 10,545 4,680Jefferson Parish 281,385 121,568 15,959 11,959 St Bernard Parish 32,150 4,796 690 419State of Louisiana 2,837,654 1,446,428 67,102 42,893Data from 2010 Claritas Inc Louisiana ranks 49th in the nation for the percent of children in poverty. Data from United Health Foundation. America's Health Rankings 2010 - Uninsured or MedicaidPercentage of the hospitals patients who are uninsured or Medicaid recipientsTouro Infirmary's patient population by payor category for 2010: In-Patient Out-Patient Total %Medicare 3,028 19,170 22,198 20.20%Medicare HMO 2,066 15,442 17,508 15.90%Medicaid 5,284 17,410 22,694 20.60%Private Insurance 3,315 32,270 35,585 32.40%Self Pay 185 7,419 7,604 6.90%Touro Employee 137 4,276 4,413 4.00%Total 14,015 95,987 110,002 100.00%o Percentage of the community's patients who are uninsured or Medicaid recipientsPeople with no health insurance coverage in 2009 (latest update available)Orleans Parish 84,450 or 24.2%Jefferson Parish 78,178 or 17.8%State of Louisiana 17.4%United States 15.1%Data from U.S. Census, American Community Survey 2009.There are more than 100,000 people in the New Orleans Metropolitan area that are uninsured.Louisiana ranks 41th in the nation for the number of people without health insurance.Data from United Health Foundation. America's Health Rankings. 2010People with public health insurance coverage in 2009 (latest update available)Orleans Parish 112,971 or 32.4%Jefferson Parish 143,821 or 32.7%State of Louisiana 32.0%United States 28.5%Data from U.S. Census, American Community Survey 2009.People under age 18 with no health insurance coverage in 2009Orleans Parish 8,579 or 11.4%Jefferson Parish 6,933 or 6.8%State of Louisiana 6.5%United States 8.6%Data from U.S. Census, American Community Survey 2009. - Health OutcomesLouisiana's ranking in the nation:49th for the prevalence of obesity (percent of population) 47th for the number of cardiovascular deaths per 100,000 population.48th for cancer deaths per 100,000 population49th for premature deaths (years lost per 100,000 population).48th for infant mortality (deaths per 1,000 live births)46th for cases of infectious disease per 100,000 populationData from United Health Foundation. America's Health Rankings. 2010- 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- Whether one or more federally-designated medically underserved areas or populations are present in the community:Primary Care Health Professional Shortage Area, Mental Health Professional Shortage Area, Dental Care Health Professional Shortage AreaMedically Underserved Area/Population Part VI, Line 6: 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 hospital facilities, 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. Such 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 enhancement and wellness programs, classes on specific medical conditions, and telephone information services. Touro also provides a broad range of clinical services to economically disadvantaged patients, both inpatient and outpatient, through outpatient clinics. In 2010, the Hospital's participated in 65 community outreach programs, which were attended by 816 individuals and 1,518 community members received health screenings.Events cover a wide array of health topics that address the health information needs of the community Touro serves, including nutrition, diabetes, skin cancer screenings and prevention, thyroid dysfunction, prostate cancer screenings, healthy aging and joint health. Touro's community outreach program offers a diverse range of events including:- Touro-led Seminars and Screenings: Touro physicians, nurses and other allied health professionals provide informative seminars and offer free health screenings on a variety of topics. These events are typically hosted on the hospital's campus and are coordinated by Touro Staff.- Faith Based and Non-Profit Events: Touro regularly partners with local churches, faith-based organizations and non-profits at community health events and screenings. These events are hosted at locations throughout the community, such as churches and community centers, and Touro provides free screenings, health information and clinical staff to administer the screenings and provide clinical consultations about the screenings. Examples of these events include:o St. Maria Goretti Church Health Fair: Touro offered cholesterol, glucose and blood pressure screening and individual consultations to a Vietnamese parish in an underserved area, New Orleans East.o Guiding Light Missionary Baptist Church Health Fair: cholesterol, glucose and blood pressure screenings and consultations provided.- 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 Marriott Hotel, Shell Oil, Cox Communications, Harrah's, and the Department of Interiors.- Prime Years Program: Prime Years is a program designed to meet the specific healthcare needs of adults 55 years of age and older lead healthy and active lives. Benefits include: complimentary health education programs, free health screenings and social activities. - Healthy Lifestyles Seminar: This free seminar is held the first Thursday of every month from 6 p.m. - 7 p.m. Enjoy the good life has living in the Big Easy taken a toll on your health? Join Touro nutritionist Caroline Burke Cerise to learn more about the keys to eating healthy New Orleans-style. Learn about heart healthy dining strategies, including tasty recipe modifications and food label awareness. Learn how to live the good life and stay healthy too. 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 - DaytimeAs 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.- Support for Women with Cancer - EveningAs 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. - 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 on 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. The Women Helping Women 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. The Men Helping Men with Cancer program at Touro provides one-to-one support from another man who has survived cancer.- Young Survival CoalitionSponsored by the American Cancer Society, the Young Survival Coalition of Metro New Orleans is a support group established specifically to connect young women diagnosed under the age of 40. Part VI, Line 7: 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. - 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. X X X 1 1 1 1 0 0 0 0 0 0 0 JACK JACOBS 0 187572 0 106000 0 1607 0 1500 0 9903 0 306582 0 0 JAMES MONTGOMERY 508878 0 247035 0 4488 0 12250 0 189303 0 961954 0 0 0 STEVE WORLEY 0 663402 0 157285 0 60368 0 258920 0 58440 0 1198415 0 0 KEVIN T JORDAN 378650 0 14719 0 577 0 0 0 6519 0 400465 0 0 0 ROBERT A FICKEN 367698 0 42885 0 1958 0 2016 0 7242 0 421799 0 0 0 SUSAN PITOSCIA 309115 0 30292 0 4488 0 13072 0 5726 0 362693 0 0 0 CHAD COURREGE 198054 0 16624 0 1772 0 11567 0 8344 0 236361 0 0 0 FRANCIS D MERTENS 192519 0 15832 0 5284 0 15499 0 4566 0 233700 0 0 0 SCOTT C LANDRY 167344 0 13999 0 1782 0 8487 0 13030 0 204642 0 0 0 WILLA DIXON 159631 0 26919 0 3155 0 3832 0 4428 0 197965 0 0 0 JEANETTE RAY 187432 0 12847 0 2475 0 9670 0 12279 0 224703 0 0 0 LAWRENCE METEVIER 170607 0 0 0 1345 0 11261 0 4566 0 187779 0 0 0 DAN TOBIN 149555 0 0 0 2976 0 10451 0 8126 0 171108 0 0 0 LEE HANKINS 148519 0 0 0 4074 0 6039 0 3779 0 162411 0 0 0 NORMAN A STITELER 146013 0 0 0 2926 0 8061 0 14230 0 171230 0 0 0 GARY STEIN 172230 0 0 556864 3087 0 16685 0 0 0 192002 556864 0 0 Part I, Line 1a --------------------- Touro made taxable payments to four employees that reflected the after tax amount that Touro agreed it would reimburse the employee for. These payments were a fraction of a percent of Touro's total payroll and netted to $42,000 of total payments in 2010 for the four. Touro has discontinued this practice for 2011. Three employees were reimbursed for temporary housing 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 CEO 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...$273,520 Robert A Ficken...Severence Payment..$196,502 Theresa William..Severence Payment...$59,262 Part I, Line 4B: Supplemental Nonqualified Retirement Plan: Gary Stein - $261,624 is the 2010 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. 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 Chief Executive Officer for Touro Infirmary. Additionally part of his duties include serving as a Board Member of the Touro Infirmary Foundation (3 hours/week); a Board Member of Woldenberg Village (2 hours/week); a Board Member of Crescent City Physicians (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 40 hours per week in this role. Additionally part of his duties include serving as VP of Physician Services for Touro (8.5 hours/week); management and oversight of Metrolab (1 hours/week); management and oversight of TIJV (0.5 hours/week). Robert A. Ficken was the Chief Financial Officer (thru May) for Touro Infirmary. Additionally part of his duties include serving as a financial manager of the Touro Infirmary Foundation (2 hours/week); Board member of Woldenberg Village (8 hours/week); management and oversight of Crescent City Physicians (5 hours/week); Board member of TIJV (1.5 hours/week); Board member of Prytania Medical Complex Owners Association (0.25 hours/week); Board member of Buckman Medical Office Building Condominium Association (0.25 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 (1 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 (2 hours/week); management and oversight of Crescent City Physicians (4 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 (1 hours/week); accounting services to TIJV (2 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 20 hours weekly for LCMC and 30 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: 142,666. amount shown on Schedule D part XI line 8 13,420,208. Total to Form 990, Part XI, Line 5: 13,562,874. 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) 509(a)(2) 0 1 TIJV llc 1401 Foucher St new orleans LA 70115 261378361 medical imaging LA Touro Infirmary related 15522 999999 0 0 0.66000 metrolab inc 2633 napolean avenue new orleans LA 70115 721184791 healthcare LA C 90181 1.00000 crescent city physicians inc 3600 prytania street suite 72 new orleans LA 70115 721269878 healthcare LA C -3979509 4338047 1.00000 buckman medical office building condominium association 1401 foucher street new orleans LA 70115 721226687 healthcare LA C 37053 0.84900 prytania medical complex owners association 650 poydras street suite 1200 new orleans LA 70130 720866121 healthcare LA C 90567 0.82460 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 TOURO INFIRMARY FOUNDATION Q 1028503 metrolab inc E 726195 woldenberg village D 723756 crescent city physicians inc D 3117537 crescent city physicians inc A 959524 CHILDREN'S HOSPITAL R 15300000 LOUISIANA CHILDREN'S MEDICAL CENTER L 731366 TIJV LLC A 126805 TIJV LLC A 70879 TOURO INFIRMARY FOUNDATION R 15781761