2011-05-16T15:32:51-05:00 2010-06-30 Postlethwaite & Netterville One Galleria Blvd Suite 2100 Metairie LA 70001 990 2009-07-01 721332678 Daughters of Charity Services of New Orleans DAUG 5044822080 P O Box 4148 New Orleans LA 701784148 Gregg Moreau 5042129505 2011-05-13 1 Sharon Cassiere 5048345990 2009 2016-02-24 21:20:13Z X Michael Griffin P O Box 4148 New Orleans LA 701784148 11213871 0 0928 X WWW.dcsno.org X 1997 LA DAUGHTERS OF CHARITY SERVICES OF NEW ORLEANS (DCSNO) IS A MEMBER OF ASCENSION HEALTH, WHICH IS A CATHOLIC, NATIONAL MULTI-UNIT CORPORATION, OWNED AND OPERATED AS A TAX EXEMPT CORPORATION UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE SERVICE CODE.ASCENSION HEALTH DIRECTS ITS GOVERNANCE AND MANAGEMENT ACTIVITIES TOWARDS THE PRESERVATION OF THE DAUGHTERS OF CHARITY OF ST. VINCENT DEPAUL'S SPECIAL CONCERN FOR THE POOR, THE MAINTENANCE OF QUALITY STANDARDS OF PERFORMANCE, THE DEVELOPMENT OF LEADERSHIP FOR CHRISTIAN SERVICE AND THE RESPONSIBLE USE OF HUMAN AND FINANCIAL RESOURCES. COMMUNITY SERVICE AND CARE OF THE POOR ARE THE RELIGIOUS ORDER'S FUNDAMENTAL MISSION. DSCNO SUPPORTS THAT MISSION THROUGH THE PROVISION OF QUALITY HEALTH CARE AND SOCIAL SERVICES PROVIDED TO THE POOR AND UNDERSERVED.DCSNO provides primary and preventative care for infants, children, adults and seniors. Healthcare centers Located IN NEW ORLEANS PROVIDE patients care for MANY chronic illnesSES. 9 9 79 9 0 0 9408148 9144554 1408371 2057328 47023 32883 -147708 -20894 10715834 11213871 9066700 0 3823496 3937760 0 0 2568786 3524231 6392282 16528691 4323552 -5314820 16255268 23089165 681248 12790755 15574020 10298410 DAUGHTERS OF CHARITY SERVICES OF NEW ORLEANS' (DCSNO) mission is To improve the health and wellbeing of our community and to be a presence of the Love of Jesus in the lives of all we serve and with whom we partner. 1 0 5856393 2036434 Daughters of Charity Services of New Orleans PROVIDES HEALTH CARE SERVICES, EDUCATION AND COUNSELING SERVICES TO THE POOR AND WORKING POOR OF THE NEW ORLEANS AREA. TOTAL SERVICES INCLUDED 99,763 ENCOUNTERS DURING THE YEAR. 9066700 9066700 To support Daughters of Charity Services of New Orleans FOUNDATION, a related entity, which was established to participate in the aquisition and construction by DCSNO of two nonprofit medical centers located at 3201 south carrollton avenue and 4201 north rampart street, new orleans, louisiana, as part of the new markets tax credit transaction, by acting as a leverage lender to the investment fund providing equity to the project. 14923093 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 13 0 1 79 1 0 0 0 0 0 0 0 0 0 9 9 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X GREGG MOREAU 5042129505 3201 S Carrollton Ave New Orleans LA 70118 ROBERT ANGELICO 1.00 X X 0 0 0 Sister PATRICIA BACHMAN 1.00 X 0 0 0 THERESA BADON 1.00 X 0 0 0 Sister ELLEN KRON 1.00 X X 0 0 0 SAM LEBLANC 1.00 X 0 0 0 STEPHANIE NAVARRE 1.00 X 0 0 0 Sister MARIE THERESA SEDGWICK 1.00 X X 0 0 0 RODERIC TEAMER 1.00 X 0 0 0 MICHAEL TODD 1.00 X 0 0 0 MICHAEL GRIFFIN 40.00 X 160023 0 21818 GREGG MOREAU 40.00 X 99129 0 4060 Denise woodall-ruff md 40.00 X 140005 0 3799 ROBERT POST MD 40.00 X 155000 0 20690 554157 0 50367 3 0 1 0 DONAHUE FAVRET CONTRACTORS 3030 east causeway approach mandeville LA 70448 contractor 7454186 henry schein - dental 21399 marion ln d mandeville LA 70471 dental services 451283 HENRY SCHEIN INC 21399 marion ln d mandeville LA 70471 dental services 441358 FAMILY AND COMMUNITY MEDICINE 1430 TULANE AVE NEW ORLEANS LA 70112 PHYSICIAN SERVICES 309737 BLITCH KNEVEL ARCHITECTS 757 ST CHARLES AVE NEW ORLEANS LA 70130 ARCHITECTS 302319 10 415501 3795941 4933112 9144554 CLINICAL SERVICE FEES 621110 2057328 2057328 2057328 32883 32883 pension related change 900099 -20894 -20894 -20894 11213871 2036434 0 32883 9066700 9066700 611982 420942 191040 2736038 2164857 571181 353848 335899 17949 235892 180455 55437 72616 72616 26100 26100 727875 638852 89023 128027 87306 40721 268811 168107 100704 82997 18140 64857 42002 42002 280971 260864 20107 123604 90571 33033 SUPPLIES 460616 453333 7283 PURCHASED SERVICES 418098 381295 36803 BAD DEBTS 252302 252302 0 CONSUMER AWARENESS 191963 12136 179827 REPAIRS & MAINTENANCE 103675 98108 5567 344574 251224 93350 16528691 14923093 1605598 0 1388521 1810450 3321970 693298 4355919 4024867 84832 106987 245739 95046 14456303 728958 4108627 13727345 2749660 2631172 16255268 23089165 176465 205235 240272 12240272 264511 345248 681248 12790755 X 8227534 6843402 7346486 3455008 15574020 10298410 16255268 23089165 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1622516 1622516 731611 119716 611895 69325 57711 11614 1123370 551531 571839 10909481 10909481 13727345 New Market Tax Credit Financing fees, net of Amortization 662923 Other Assets 91954 hEALTH SYSTEM dEPOSITORY iNVESTMENT POOL 1876295 2631172 PAYROLL TAXES PAYABLE 52205 ACCRUED pensions,SALARIES & VACATION 213115 SELF INSURANCE LIABILITY 48053 NEW MARKET TAX CREDIT FEES PAYABLE 31875 345248 11213871 16528691 -5314820 39210 39210 -5275610 2317862 39210 131481 170691 2147171 9066700 9066700 11213871 7593472 131481 131481 7461991 9066700 9066700 16528691 Part X: Description of Uncertain Tax Positions Under FIN 48: The organization applies a "more-likely-than-not" recognition threshold for all tax uncertainties. This approach only allows the recognition of those tax benefits that have a greater than 50% likelihood of being sustained upon examination by the taxing authorities. As a result of implementing this approach, the organization has reviewed its tax positions and determined there were no outstanding, or retroactive tax positions with less than a 50% likelihood of being sustained upon examination by the taxing authorities. Therefore, the implementation of this standard has not had a material effect on the organization. The organization's tax returns for the years ended June 30, 2009, 2008 and 2007 remain open and subject to examination by taxing authorities. The organization's tax return for the year ended June 30, 2010 has not yet been filed. Part XII, Line 4b - Other Adjustments: DONATION TO RELATED PARTY included in income for consolidation purposes Part XIII, Line 4b - Other Adjustments: DONATION TO RELATED PARTY included in income for consolidation purposes 1 DAUGHTERS OF CHARITY SERVICES OF NEW ORlEANS FOUNDATION PO Box 4148 new orleans LA 701784148 721658000 501(C)(3) 9066700 To support DCSNO Foundation, a related entity, which was established to participate in the aquisition and construction by DCSNO of two medical centers in New Orleans, Louisiana, as part of the new markets tax credit transaction, by acting as a leverage lender to the investment fund providing equity to the project. 1 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: A third party investment advisor is monitoring the funds that are being held in the foundation. X X X 0 0 0 0 0 0 0 0 0 MICHAEL GRIFFIN 160023 0 0 0 0 0 0 0 21818 0 181841 0 0 0 ROBERT POST MD 155000 0 0 0 0 0 0 0 20690 0 175690 0 0 0 Form 990, Part III, line 2 New Program Services Added dental services and expanded pharmacy services. Form 990, Part VI, Section A, line 6 The single corporate member of Daughters of Charity is Ascension Health. Form 990, Part VI, Section A, line 7a Ascension health appoints, upon the recommendation of the Board of Trustees, or removes, with or without caUse, the members of the Board of Trustees. Form 990, Part VI, Section A, line 7b Ascension Health approves the following: - the mission and vision statements of Daughters of Charity - requirements, amendments and assures compliance with the bylaws and articles of incorporation - Aquisition of new legal entities for which Ascension Health will serve as the sole or controlling entity - Strategic and financial plans and consolidated capital and operating budgets - incurrence of debt in excess of the limits set forth by the National system authority matrix - transfer of assets and the reallocation of debt among Daughters of Charity and other regional/local health ministries in accordance with the National system authority matrix Form 990, Part VI, Section B, line 11 Organization CEO (or CFO) presents Form 990 to all members of the organization's governing body. Form 990, Part VI, Section B, line 12c The organization maintains a formal corporate compliance program; includes corporate compliance office and corporate compliance committee. All board members are subject to the policy which is updated and signed by members each year. Any conflicts of interests are self-reported by members. Members that are found to have a conflict either abstain from voting on issues that create the conflict or are excused from the board depending on the severity of the conflict. Form 990, Part VI, Section B, line 15 Compensation for key employees is derived from organization's corporate offices as well as local market comparative data. THE BOARD MAKES COMPENSATION DECISIONS FOR THE ceo, CFO,AND COO. THE CEO MAKES COMPENSATION DECISIONS FOR ALL OTHER STAFF. Form 990, Part VI, Section C, line 19 COPIES OF DOCUMENTS WILL BE furnished upon request. FORM 990, Part XI, LINE 2C No changes were made from prior year. schedule a, line 3 schedule h not required per instructions for schedule a, line 3. per instructions and definitions for both schedule a, line 3 and form 990, part iv, line 20: Schedule H is not required to be attached. daughters of charity is a medical group that is nOT REGULATED OR REGISTERED WITH THE STATE OF LOUISIANA AS A HOSPITAL. ASCENSION HEALTH 4600 EDMUNDSON RD ST LOUIS MO 63134 311662309 HEALTH CARE MO 501(c)(3) Line 11a, I N/A DAUGHTERS OF CHARITY SERVICES OF NEW ORLEANS FOUNDATION 4164 canal street new orleans LA 70119 721658000 PROVIDE SUPPPORT TO THE DAUGHTERS OF CHARITY SERVICES OF NEW ORLEANS LA 501(c)(3) Line 9 DAUGHTERS OF CHARITY SERVICES OF NEW ORLEANS 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 ASCENSION HEALTH O 134456 DAUGHTERS OF CHARITY SERVICES OF NEW ORLEANS FOUNDATION B 9066700 DAUGHTERS OF CHARITY SERVICES OF NEW ORLEANS FOUNDATION L 31875