Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
Ochsner Clinic Foundation
 
Doing Business As
Ochsner Medical Center
 
Number and street (or P.O. box if mail is not delivered to street address)
1514 Jefferson Highway
 
Room/suite
City or town, state or country, and ZIP + 4
New Orleans, LA70121
D Employer identification number

72-0502505
E Telephone number

G Gross receipts $ 4,269,647,406
F Name and address of principal officer:
Patrick J Quinlan MD
1514 Jefferson Highway
New Orleans,LA70121
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.ochsner.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1944
M State of legal domicile: LA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Patient Care, Graduate Medical Education, & Medical ResearchOchsner's annual report is available at the following URL: http://www.ochsner.org/content/misc_files/2010_Ochsner_Annual_Report.pdf
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 8
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 11,705
6 Total number of volunteers (estimate if necessary) .... 6 1,150
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 402,421
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 184,953
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 8,170,960 12,306,979
9 Program service revenue (Part VIII, line 2g) ......... 3,452,680,514 4,120,428,901
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 15,778,465 13,282,965
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 7,749,282 10,978,622
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 3,484,379,221 4,156,997,467
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 166,772 72,377
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 715,628,497 790,809,915
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,832,803    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 2,713,150,782 3,283,446,011
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 3,428,946,051 4,074,328,303
19 Revenue less expenses. Subtract line 18 from line 12...... 55,433,170 82,669,164
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 1,122,088,365 1,251,257,418
21 Total liabilities (Part X, line 26)............ 572,072,365 618,458,214
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 550,016,000 632,799,204
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: We Serve, Heal, Lead, Educate and Innovate. Ochsner will be a global medical and academic leader who will save and change lives. We will shape the future of healthcare through our integrated health system, fueled by the passion and strength of our diversified team of physicians and employees.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 3,795,557,417 including grants of $ 72,377 ) (Revenue $ 4,078,630,490 )
Patient Care/Patient Medical Services: Ochsner Clinic Foundation consists of four hospitals at six campuses and many clinical locations. Served 79,922 inpatients resulting in 396,370 patient days. Emergency Room visits totaled 179,170. The number of births totaled 4,851. Outpatient hospital visits totaled 321,363. Physician clinic visits total 1,386,613. 311 patients received organ transplants.
4b (Code:   ) (Expenses $ 34,300,132 including grants of $   ) (Revenue $ 20,778,171 )
Professional Education: OCF operates one of the nation's largest accredited non-university based graduate medical education programs. In 2010, 225 residents and fellows were appointed to 18 medical and surgical programs sponsored by OCF. Twenty-six (26) additional specialty programs assigned 281 unique residents and fellows (56 scheduled FTEs/mo. on average) to OCF for training through combined programs or joint affiliations with the two local medical schools, LSU & Tulane. All 44 programs are accredited by the Accreditation Council for Graduate Medical Education. Also, over 450 local, regional, national and international medical students chose OCF for core rotations and clinical electives. In 2009 Ochsner opened the Ochsner Clinical School in partnership with the University Queensland, Australia providing expanded opportunity for medical students for U.S. citizens. During the 2009-2010 Academic year, approximately 100 UQ students rotated through Ochsner for their clinical clerkships. Through a consortium relationship with Our Lady of Holy Cross College, 26 students in radiologic technology and respiratory are appointed for clinical training. Additionally, a total of 1,325 unique allied health students participated in allied health and nursing education across the Ochsner System in 2010: 471 unique allied health students from 38 schools representing 32 programs at 10 Ochsner sites, and there are 854 nursing student clinical rotations from 13 schools at 7 Ochsner sites.
4c (Code:   ) (Expenses $ 11,671,798 including grants of $   ) (Revenue $ 12,335,353 )
Elmwood Fitness Center: provides fitness services to patients and members of the public.
(Code:   ) (Expenses $ 11,336,502 including grants of $   ) (Revenue $ 5,195,220 )
Medical Research: Operate eight basic science research laboratories and have approximately 300 open clinical trials in 27 clinical areas. Approximately 1000 patients participate in Ochsner Clinical research annually. Every, clinical trial is overseen by the Ochsner institutional review board, which provides oversight of the safety of the human subjects participating in clinical trials. Established the Center for Health Research in 2006, the mission of which is to advance knowledge, improve clinical practice, and the health and well-being of the community. Over 2,000 patients are involved in outcomes based research conducted by the center.
(Code:   ) (Expenses $ 2,047,230 including grants of $   ) (Revenue $ 3,145,537 )
Rent-physical plant: Ochsner Clinic Foundation rents its physical plant to related 501(c)(3) organizations. The majority of the rental is to Brent House Corporation, a wholly-owned subsidiary and exempt 501(c)(3) organization. Brent House fully reimburses Ochsner for expenses related to the Hotel.
(Code:   ) (Expenses $ 987,913 including grants of $   ) (Revenue $ 143,816 )
Ochsner maintains a free parking garage for employees and patients.Revenue is attributable to the optional valet parking service, which isoffered for the convenience of Ochsner's patients.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $ 200,314 )
Equity Income: Equity Income from Joint Venture providing medical care.
4d Other program services. (Describe in Schedule O.)
(Expenses $ 14,371,645 including grants of $   ) (Revenue $ 8,684,887 )
4e Total program service expensesMediumBullet$ 3,855,900,992
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. ..... Click to see attachment
20b
Yes
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II........................... Click to see attachment
26
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
676
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
11,705
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
19
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
8
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
Yes
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
 
No
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
No
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
Bobby C Brannon
1514 Jefferson Highway
New Orleans,LA70121
(504) 842-3400
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) David E Beck MD
Board Member Sr Phys
 50.00 X           583,016 0 31,944
(2) Joseph L Breault MD
Board Member Sr Phys
 50.00 X           203,562 0 38,976
(3) Joseph R Dalovisio MD
Board Member Sr Phys
 50.00 X           352,354 0 36,231
(4) Francis Dauterive MD
Board Member Sr Phys
 50.00 X           315,916 0 34,876
(5) Angele Davis
Community Director
 5.00 X           0 0 0
(6) William H Hines
Community Director
 5.00 X           0 0 0
(7) Dennis Kay MD
Board Member Sr Phys
 50.00 X           656,957 0 36,637
(8) Yvens G Laborde MD
Board Member Sr Phys
 50.00 X           348,184 0 23,278
(9) R Parker LeCorgne
Community Director
 5.00 X           0 0 0
(10) James E Maurin
Board Chairman
 5.00 X   X       0 0 0
(11) Suzanne T Mestayer
Community Director
 5.00 X           0 0 0
(12) Richard Milani MD
Board Member Sr Phys
 50.00 X           532,042 0 33,443
(13) William A Oliver
Community Director
 50.00 X           65,834 0 0
(14) Jefferson G Parker
Community Director
 5.00 X           0 0 0
(15) Robert J Patrick
Community Director
 5.00 X           0 0 0
(16) Patrick J Quinlan MD
CEO / Board Member
 5.00 X   X       0 1,471,626 167,249
(17) F R Bobby Rodwig Jr MD
Board Member Sr Phys
 50.00 X           443,471 0 27,333
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Steve Stumpf
Community Director
 5.00 X           0 0 0
(19) Jose S Suquet
Community Director
 5.00 X           0 0 0
(20) Andrew B Wisdom
Community Director
 5.00 X           0 0 0
(21) Warner L Thomas
President and COO
 5.00     X       0 1,166,079 22,690
(22) Scott J Posecai
Exec VP CFO
 5.00     X       0 746,669 38,974
(23) Bobby C Brannon
EVP, Dir of Fin & Treas
 50.00     X       631,583 0 46,760
(24) Joseph E Bisordi MD
Exec VP Chief Medical Officer
 5.00       X     0 801,655 13,706
(25) Scott Boudreaux
CEO - N.S. Region
 50.00       X     264,603 0 18,360
(26) Lisa S Colletti
VP/CNO, New Orleans
 50.00       X     234,912 0 9,499
(27) Nancy L Davis
Sr VP Pat Care/Sys CNO
 5.00       X     0 301,179 26,708
(28) Steven B Deitelzweig MD
VPMA - N.O. Reg
 50.00       X     330,114 0 26,353
(29) Mark French
VP - Operations OMC NO
 50.00       X     214,951 0 19,710
(30) Richard D Guthrie Jr MD
Reg Med Dir - N.O. Reg
 5.00       X     0 409,248 27,526
(31) Robert Hart MD
Reg Med Dir - B.R. Reg
 50.00       X     316,842 0 10,889
(32) Michael F Hulefeld
CEO OMC & N.O. Region
 5.00       X     0 402,003 25,271
(33) Ernest E Martin Jr MD
Reg Med Dir - N.S. Reg
 50.00       X     307,065 0 31,997
(34) Edward M O'Bryan MD
CEO OMC Westbank
 50.00       X     244,208 0 4,599
(35) Mitchell Wasden
CEO, Baton Rouge Region
 50.00       X     270,089 0 21,657
(36) George Isa MD
Physician
 50.00         X   882,598 0 17,959
(37) Deryk G Jones MD
Senior Physician
 50.00         X   838,971 0 19,428
(38) Denis Mello MD
Physician
 50.00         X   986,696 0 20,729
(39) Jose Mena MD
Senior Physician
 50.00         X   819,591 0 21,762
(40) Ghiath M Mikdadi MD
Physician
 50.00         X   934,857 0 18,360
(41) Gary Borgstede
Former VP of Oper-OMC, BH, & EFC
             X 0 178,538 2,824
(42) J Eric McMillen
Former Key Emp: VP Operations - OMC Baton Rouge
             X 184,174 0 18,566
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 10,962,590 5,476,997 894,294
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet1,017
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
Yes
 
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
BRICE BUILDING CO
3500 N Causeway Blvd 350
Metairie,LA70002 		Construction 5,994,855
RCOA IMAGING SERVICES INC
16610 Jog Rd Suite 200
Delray Beach,FL33446 		Radiology Service 3,203,975
WOODWARD DESIGNBUILD
1019 S Dupre Street
New Orleans,LA70125 		Construction 2,887,434
LOUISIANA STATE UNIVERSITY HEALTH SCIENC
433 Bolivar Street
New Orleans,LA70112 		Purchased Physician Services 2,686,930
MAYO COLLABORATIVE SERVICE
3050 Superior Drive NW
Rochester,MN55901 		Lab Work 2,586,686
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet147
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a 45,230
b Membership dues....1b  
c Fundraising events....1c 823,345
d Related organizations...1d  
e Government grants (contributions)1e 1,638,336
f All other contributions, gifts, grants, and
similar amounts not included above1f 		9,800,068
g Noncash contributions included in lines 1a-1f:$ 154,512
h Total. Add lines 1a-1f.......MediumBullet 12,306,979
Program Service Revenue Business Code
2a Patient Service Rev. 621,110 4,078,774,306 4,073,886,480 354,507 4,533,319
b Education Revenue 611,600 20,778,171 20,778,171    
c Elmwood Fitness Center 713,940 12,335,353 12,335,353    
d Research Revenue 900,099 5,195,220 5,195,220    
e Rent-Physical Plant 531,120 3,145,537     3,145,537
f All other program service revenue . 200,314 200,314    
g Total. Add lines 2a–2f........MediumBullet 4,120,428,901
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 9,496,005     9,496,005
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet 473,087     473,087
(i) Real (ii) Personal
6a Gross Rents 3,205,859  
b Less: rental expenses 932,076  
c Rental income or (loss) 2,273,783  
d Net rental income or (loss).......MediumBullet 2,273,783     2,273,783
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 109,965,758 235,985
b Less: cost or other basis and sales expenses 105,156,378 1,258,405
c Gain or (loss) 4,809,380 -1,022,420
d Net gain or (loss)..........MediumBullet 3,786,960     3,786,960
8a Gross income from fundraising events (not including
$ 823,345
of contributions reported on line 1c). See Part IV, line 18 ...
a 182,314
b Less: direct expenses ...b 464,571
c Net income or (loss) from fundraising events..MediumBullet -282,257   -282,257
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a 8,918,026
b Less: cost of goods sold ..b 4,838,509
c Net income or (loss) from sales of inventory..MediumBullet 4,079,517   47,914 4,031,603
Miscellaneous Revenue Business Code
11a Gain on Bargain Purcha 900,099 4,434,492     4,434,492
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 4,434,492
12 Total revenue. See Instructions....MediumBullet 4,156,997,467 4,112,395,538 402,421 31,892,529
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 72,377 72,377
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 6,768,245 3,764,054 3,004,191  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 285,109 285,109    
7 Other salaries and wages 678,150,670 595,087,300 82,199,502 863,868
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 12,353,781 10,883,421 1,454,736 15,624
9 Other employee benefits ....... 56,356,024 42,600,733 13,561,615 193,676
10 Payroll taxes ........... 36,896,086 33,436,238 3,440,969 18,879
11 Fees for services (non-employees):        
a Management ...... 28,221,153 8,487,707 19,356,122 377,324
b Legal ......... 776,749 73,929 702,820  
c Accounting ........... 13,150   13,150  
d Lobbying ........... 418,548   418,548  
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ...... 502,538   502,538  
g Other .......... 62,210,401 28,636,270 33,573,367 764
12 Advertising and promotion .... 1,370,914 680,558 690,351 5
13 Office expenses ....... 282,026,079 273,291,246 8,642,299 92,534
14 Information technology ...... 4,226,356 3,260,608 964,842 906
15 Royalties ..        
16 Occupancy ........... 53,183,051 28,580,851 24,411,136 191,064
17 Travel ............ 726,738 561,201 159,691 5,846
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 2,633,497 2,215,722 415,769 2,006
20 Interest ........... 21,587,890 21,388,491 199,399  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 49,332,593 36,918,774 12,366,408 47,411
23 Insurance .............. 27,889,685 27,540,715 348,970  
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a Discounts & Allowances 2,549,978,227 2,549,978,227    
b Bad Debt Expense 109,852,925 105,345,041 4,507,884  
c Unrelated Business Inco 55,382 55,382    
d Outside Provider 51,507,375 51,507,375    
e Building & Equipment Re 28,752,428 23,956,396 4,791,179 4,853
f All other expenses 8,180,332 7,293,267 869,022 18,043
25 Total functional expenses. Add lines 1 through 24f 4,074,328,303 3,855,900,992 216,594,508 1,832,803
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 4,212,137 1 3,820,949
2 Savings and temporary cash investments ....... 83,209,249 2 152,145,496
3 Pledges and grants receivable, net ......... 4,971,379 3 7,262,039
4 Accounts receivable, net ......... 197,055,253 4 189,813,975
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 1,468,326 5 1,300,000
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net ............. 44,590,937 7 30,774,135
8 Inventories for sale or use .............. 27,390,408 8 31,392,659
9 Prepaid expenses and deferred charges ............ 12,185,230 9 17,466,576
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,122,287,686
b Less: accumulated depreciation. ..... 10b 688,931,423 387,535,174 10c 433,356,263
11 Investments—publicly traded securities .......... 246,634,564 11 260,126,661
12 Investments—other securities. See Part IV, line 11 ...... 50,109,959 12 61,952,491
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ......... 54,201,928 14 54,652,628
15 Other assets. See Part IV, line 11 ........... 8,523,821 15 7,193,546
16 Total assets. Add lines 1 through 15 (must equal line 34)... 1,122,088,365 16 1,251,257,418
Liabilities 17 Accounts payable and accrued expenses . 51,323,543 17 43,358,059
18 Grants payable ..........   18  
19 Deferred revenue .......... 3,334,436 19 5,133,707
20 Tax-exempt bond liabilities .......... 370,320,938 20 369,228,476
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 40,899,026 23 83,429,803
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 106,194,422 25 117,308,169
26 Total liabilities. Add lines 17 through 25..... 572,072,365 26 618,458,214
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 502,995,000 27 578,584,015
28 Temporarily restricted net assets ..... 24,998,000 28 31,850,844
29 Permanently restricted net assets ..... 22,023,000 29 22,364,345
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 550,016,000 33 632,799,204
34 Total liabilities and net assets/fund balances ..... 1,122,088,365 34 1,251,257,418
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
4,156,997,467
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
4,074,328,303
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
82,669,164
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
550,016,000
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
114,040
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
632,799,204
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Ochsner Clinic Foundation
 
Employer identification number

72-0502505
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
Ochsner Clinic Foundation
 
Employer identification number

72-0502505
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
Ochsner Clinic Foundation
  		Employer identification number

72-0502505
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
Ochsner Clinic Foundation
  		Employer identification number

72-0502505
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
Ochsner Clinic Foundation
  		Employer identification number

72-0502505
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Ochsner Clinic Foundation
 
Employer identification number

72-0502505
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
Organization's
Totals 		(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 696,090  
c Total lobbying expenditures (add lines 1a and 1b) ................... 696,090  
d Other exempt purpose expenditures ........................ 3,855,204,902  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 3,855,900,992  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000  
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		        6,000,000
             
c Total lobbying expenditures 749,027 883,896 615,951 696,090 2,944,964
             
d Grassroots non-taxable amount 250,000 250,000 250,000 250,000 1,000,000
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		         1,500,000
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? If "Yes," describe in Part IV ..........................
 
 
 
j
Total. lines 1c through 1i ...................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Ochsner Clinic Foundation
 
Employer identification number

72-0502505
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 27,048,441 22,998,629 29,845,391
b Contributions ........ 473,680 1,329,998 407,499
c Investment earnings or losses ... 3,375,569 3,726,635 -5,960,998
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		2,091,252 1,006,821 1,024,178
f Administrative expenses ....      
g End of year balance ...... 39,658,409 27,048,441 23,267,714
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet5.900 %
b
Permanent endowment: SchDMd Bullet94.100 %
c
Term endowment: SchDMd Bullet0 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 5,445,306 38,483,185 43,928,491
b Buildings ................   605,835,032 351,054,493 254,780,539
c Leasehold improvements ............   42,404,188 27,370,886 15,033,302
d Equipment ................   378,711,014 288,144,334 90,566,680
e Other .................   51,408,961 22,361,710 29,047,251
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 433,356,263
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
Split Interest Liability 963,775
Contract Retentions 1,343,587
Pension Obligations 77,694,644
Deposits and Advances 6,820,021
Miscellaneous 528,886
Credit Balances 14,804,509
Lease Liability 1,807,435
Liability Trust Fund 3,650,224
Investment in Brent House Hotel (Equity Basis) 9,695,088
Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 117,308,169
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Description of Intended Use of Endowment Funds: Part V, Line 4: In general, the Organization's Endowment Funds support the following initiatives: Medical Research, Graduate Medical Education Program, Medical Lectureships, Fellowship Awards, Anti-Smoking Initiative, Pastoral Care, Alzheimers care, and Advancement in Anesthesia.
Description of Uncertain Tax Positions Under FIN 48: Part X: Ochsner Clinic Foundation has reviewed its tax positions and concluded that there are no significant uncertain tax positions requiring recognition in its financial statements under FIN 48.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Ochsner Clinic Foundation
 
Employer identification number

72-0502505
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

Ochsner Goes Pink
(event type) 		(b) Event #2

Ochsner Run
(event type) 		(c) Other Events

8
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 408,148 155,306 442,205 1,005,659
2 Less: Charitable
contributions . . . 		351,187 126,685 345,473 823,345
3 Gross income (line 1
minus line 2) . . . 		56,961 28,621 96,732 182,314
VerticalDirectExpenses 4 Cash prizes . . . 0 0    
5 Non-cash prizes . . 0 281 116 397
6 Rent/facility costs . . 0 0 14,460 14,460
7 Food and beverages . . 59,256 20,636 30,342 110,234
8 Entertainment . . . 5,850 5,700 40,450 52,000
9 Other direct expenses . 137,162 49,169 101,149 287,480
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 464,571
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow -282,257
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Ochsner Clinic Foundation
 
Employer identification number

72-0502505
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Does the organization have a charity care policy? If "No," skip to question 6a...........
1a
Yes
 
b
If "Yes," is it a written policy? .......................
1b
Yes
 
2
If the organization has multiple hospitals, indicate which of the following best describes application of the charity care policy to the various hospitals.
3
Answer the following based on the charity care eligibility criteria that applies to the largest number of the organization's patients.
a
Does the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care to low
income individuals? If "Yes," indicate which of the following is the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Does the organization use FPG to determine eligibility for providing discounted care to low income individuals? If
"Yes," indicate which of the following is the family income limit for eligibility for discounted care: .....
3b
 
No
c
If the organization does not use FPG to determine eligibility, 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.
4
Does the organization's policy provide free or discounted care to the "medically indigent"? ......
4
Yes
 
5a
Does the organization budget amounts for free or discounted care provided under its charity care policy? ...
5a
Yes
 
b
If "Yes," did the organization's charity care expenses exceed the budgeted amount?.........
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discounted
care to a patient who was eligibile for free or discounted care?...............
5c
 
No
6a
Does the organization prepare an annual community benefit report?.............
6a
Yes
 
6b
If "Yes," does the organization make it available to the public? ..............
6b
 
No
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Charity Care and Certain Other Community Benefits at Cost
Charity Care and
Means-Tested Government Programs		 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Charity care at cost (from
Worksheets 1 and 2) .. 		    560,057   560,057 0.010 %
b Unreimbursed Medicaid (from
Worksheet 3, column a) . 		           
c Unreimbursed costs—other means-tested government programs (from Worksheet 3, column b) ....            
dTotal Charity Care and
Means-Tested Government Programs ..... 		    560,057   560,057 0.010 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) .... 		    866,675 60,382 806,293 0.020 %
f Health professions education
(from Worksheet 5) .. 		    34,300,132 21,053,519 13,246,613 0.330 %
g Subsidized health services
(from Worksheet 6) .. 		           
h Research (from Worksheet 7)     11,336,502 5,753,351 5,583,151 0.140 %
i Cash and in-kind contributions
to community groups
(from Worksheet 8) .. 		    379,235 168,067 211,168 0.010 %
jTotal Other Benefits ...     46,882,544 27,035,319 19,847,225 0.500 %
kTotal. Add lines 7d and 7j. ..     47,442,601 27,035,319 20,407,282 0.510 %
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 2
Part II
Community Building Activities Complete this table if the organization conducted any community building activities.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development     24,479 2,240 22,239 0 %
3 Community support            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development     58,014 1,142 56,872 0 %
9 Other            
10 Total     82,493 3,382 79,111  
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Does the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense (at cost).....
2
38,627,941
3
Enter the estimated amount of the organization's bad debt expense (at cost) attributable to patients eligible under the organization's charity care policy ..
3
0
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
190,187,900
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
178,157,214
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
12,030,686
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.
Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.
Check the box that describes the method used:
Section C. Collection Practices
9a
Does the organization have a written debt collection policy? ...............
9a
Yes
 
b
If "Yes," 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? Describe in Part VI......
9b
Yes
 
Part IV
Management Companies and Joint Ventures
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership% 		(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 3
Part VFacility Information
Section A. Hospital Facilities
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many hospital facilities did the organization operate during the tax year?6
Name and address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 Ochsner Medical Center
1516 Jefferson Highway
New Orleans,LA70121 		X X   X   X X    
2 Ochsner Hospital-Elmwood
1121 N Clearview Parkway
Jefferson,LA70121 		                Satellite of Ochsner Medical Center
3 Ochsner Medical Ctr-West Bank Campus
2500 Belle Chasse Hwy
Gretna,LA70056 		                Satellite of Ochsner Medical Center
4 Ochsner St Anne General Hospital
4608 Hwy 1
Raceland,LA70394 		X       X   X    
5 Ochsner Medical Center-Baton Rouge
17000 Medical Center Blvd
Baton Rouge,LA70816 		X X         X    
6 Ochsner Medical Center-North Shore
100 Medical Center Dr
Slidell,LA70461 		X X         X    
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:Not Required
Line Number of Hospital Facility (from Schedule H, Part V, Section A):1

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 7
Part VFacility Information (continued)

Section C. Other Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many non-hospital facilities did the organization operate during the tax year?39
Name and address Type of Facility (Describe)
1 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
2 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
3 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
4 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
5 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
6 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
7 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
8 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
9 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
10 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
11 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
12 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
13 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
14 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
15 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
16 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
17 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
18 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
19 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
20 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
21 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
22 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
23 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
24 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
25 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
26 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
27 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
28 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
29 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
30 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
31 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
32 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
33 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
34 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
35 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
36 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
37 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
38 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
39 Ochsner Health Center-Baton Rouge
9001 Summa Avenue
Baton Rouge,LA70809 		Clinic
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 8
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the description required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 2, 4c, 6i, 7, 11i, 13i, 17l, 18l, 19e, 21d, 25, and 26.
2 Community health needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any community health needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
    Part I, Line 3c: Hospital Services for uninsured patients automatically qualify for a 45% discount in 2010, regardless of the patient's financial status.
    Part I, Line 6a: The community benefit report prepared by Ochsner Clinic Foundation is representative of the entire health system, including Ochsner Clinic Foundation. The amounts reported in Schedule H are those amounts that are either directly incurred by Ochsner Clinic Foundation or those that have been allocated to Ochsner Clinic Foundation as a reimbursement to another organization.
    Part I, Line 7: For charity care at cost, the ratio of total patient care cost to total charges from Schedule C of the Medicare cost reports for each hospital was applied to that hospital's total charity care charges. For Research and Education, cost allocation was used. Revenue for Research and Education includes both governmental and non-governmental sources.
    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 $ XXX-XX-XXXX.
    Part II: Ochsner's economic development activities support the education of youths in its service area, which will create more educated, capable adults. In one sense, this support will provide the youths the opportunity to get a better education, which will enable them to afford healthcare coverage for their families. In another sense, this support enables them to become educated, which allows them to better understand their healthcare. Finally, some of those youths will eventually become healthcare professionals, thus enhancing the healthcare available to others. An example of an economic development activity is Jefferson Dollars for Scholars, in which Ochsner provides the funding for an average of 10 students per year to earn a college scholarship, as well as providing other academic opportunities throughout the Ochsner system.Ochsner's workforce development includes several programs which enable community members to learn about future careers, including healthcare. An example of the programs that Ochsner provides is the STAR program, a free, five-week summer program that provides qualified high school students with a unique opportunity to work in a student healthcare laboratory setting. Ochsner also works with the Girls Scouts Louisiana-East to provide a free Saturday program for Girl Scouts to earn one of their badges by working with Ochsner employee volunteers on various experiments.
    Part III, Line 4: Any discounts provided or payments made to a particular patient account are applied to that patient account prior to any bad debt write-off and are thus, not included in bad debt expense. The provision for uncollectible accounts is based upon management's assessment of historical and expected net collections considering historical business and economic conditions, trends in health care coverages, and other collection indicators. Periodically, management assesses the adequacy of the allowance for uncollectible accounts based upon historical write-off experience by payor category. The results of this review are then used to make modifications to the provision for uncollectible receivables. After satisfaction of amounts due from insurance, the System follows established guidelines for placing certain past due patient balances with collection agencies, subject to the terms of certain restrictions on collection efforts as determined by the system.Bad debt expense at cost is calculated by applying the ratio of patient care cost to charges to the bad debt expense calculated using the above methodology.
    Part III, Line 8: Medicare shortfall is not considered community benefit.Total revenue from Medicare has been taken from the E Series in the Medicare Cost Reports. They do not include Medicare Advantage or payments related to Education or Research, in compliance with the instructions. Medicare Allowable Costs were aggregated from the fiscal year cost reports for all hospitals. Worksheet D under Title XVIII line 104 in column 9.01 was used for outpatient costs and Worksheet D-1 under Title XVIII Line 49 was used for inpatient costs. The cost reports used for this schedule were the cost reports for Fiscal Year 2010. The cost reports for Ochsner Clinic Foundation (Provider No. 19-0036) and Ochsner Bayou LLC (Provider No. 19-1324) cover the period 1/1/2010 - 12/31/2010. The cost report for Ochsner Medical Center - Baton Rouge (Provider No. 19-0202) covers the period 10/1/2009 - 9/30/2010. The cost report for Ochsner Medical Center - North Shore (Provider No. 19-0204) covers the period 4/1/2010 - 3/31/2011; however, at the time Schedule H was prepared, the Ochsner Medical Center - North Shore cost report had not yet been filed, so the numbers provided are tentative.
    Part III, Line 9b: The Guarantor's Collection Process policy states that if a patient cannot pay the remaining balance in full, the collector is to utilize the payment arrangement guidelines in the charity care policy and/or the Payment Guidelines policy.
    Part VI, Line 2: Ochsner serves the needs of the various communities throughout Southeast Louisiana through its commitment is to exemplary patient care, medical research and education. Ochsner Clinic Foundation is part of Ochsner Health System, which comprises a total of eight hospitals (including two satellite locations) and approximately 40 health centers in the major population centers of Southeast Louisiana, including New Orleans, Baton Rouge, Bayou, and Northshore regions, when Ochsner Clinic Foundation and Ochsner Community Hospitals (an affiliated 501(c)(3) corporation) are combined. Healthcare is provided where people live, work and play. With over 12,000 combined employees, Ochsner employees work and live in the communities served. Ochsner Clinic Foundation is responsible for six of the eight hospitals, all 40 health centers, and over 11,000 of the employees.In order to identify the needs of the community, Ochsner reviews local and state publicly available data regarding the health status and issues in our region. Ochsner works with community organizations that collect information on their areas of focus to identify trends and areas where we have expertise that can make an impact. Ochsner collaborate with multiple community stakeholders to identify specific community needs in its regions. Ochsner then reviews these needs and determines where it can best use its resources and expertise to affect those needs. One of Ochsner's main focuses is to develop partnerships to address root causes of issues.Ochsner's principles to guide its community service and community benefit decisions follow:1. Participate or lead in those areas where our presence matters. Our contribution to success must be necessary and evident. 2. Concentrate on those areas which play to our strengths, so we are more likely to succeed in our efforts.3. Ochsner's approach to community needs is to focus on the correction of root causes of problems rather than on the symptoms of those problems. 4. When possible, partner with others, so we can both succeed for the benefit of the community. Many of the major problems which confront us are beyond the ability of only one organization to solve. To illustrate the implementation of its community benefit principles, Ochsner saw a need to improve the quality healthcare in its service area. Areas that needed improvement included more manpower for services, specifically physicians. In 2010, Ochsner initiated a partnership with the University of Queensland Medical School. Through this program, students from the United States can experience the benefits of both a world class university and a world class healthcare organization. The first two years of the program will be in the classrooms at the University of Queensland in Brisbane, Australia. The next two years are spent at Ochsner Medical Center, in a multi-dimensional integrated system that will provide experiences across the continuum of healthcare and medical practice, in addition to clinical requirements. Many of the physicians that complete the program will return to New Orleans to fill the gap in healthcare that Ochsner identified.
    Part VI, Line 3: Ochsner partners with The Outsource Group for Medicaid enrollment. The Outsource Group have representatives on site at each of the hospitals. Ochsner provides to the representatives daily reports of all uninsured in observation, inpatient, outpatient, emergency room and clinic status. The representatives visit with each patient and screen each patient to determine whether or not each patient meets the minimum requirements to qualify for Medicaid. If the minimum requirements are met, additional information is obtained from the patient to file a Medicaid application. If the minimum requirements are not met, the screening form is referred to a financial counselor to discuss payment options and assist the patient with the completion of a financial assistance application to determine if the patient qualifies for any other assistance programs including charity care. Internal customer service departments and external partners including collection agencies provide patients with financial assistance applications if patients express concerns about the inability to pay outstanding balances. Beginning in 2011, Ochsner will be placing signs in all facilities with respect to charity care, and brochures and the charity care policy will be included in every patient statement. Ochsner also offers no interest payment plan options with payment terms ranging from six to 60 months.
    Part VI, Line 4: Ochsner Clinic Foundation is a multi-specialty healthcare delivery system consisting of six hospitals (including two satellite locations) and over 40 health centers in Louisiana. Ochsner Clinic Foundation is part of Ochsner Health System, southeast Louisiana's largest non-profit, academic, multi-specialty, healthcare delivery system with eight hospitals (including two satellite locations) and over 40 health centers in Louisiana (as of December 31, 2010). Ochsner employs over 1,000 physicians in over 80 medical specialties and subspecialties.Ochsner Clinic Foundation's patients vary in age, gender, and race due to the multi-specialty nature of the system. Overall, the state of Louisiana has the sixth highest poverty level in the nation as of 2009 estimates with a poverty level of 17.6%.Ochsner Clinic Foundation's hospitals serve the New Orleans metropolitan area, the greater Baton Rouge area, the North Shore, and the Bayou area. Ochsner Medical Center (the Jefferson Highway campus), Ochsner Hospital - Elmwood, and Ochsner Medical Center-Westbank Campus serve the New Orleans metropolitan area. The population of the New Orleans region was estimated at approximately 983,000 in 2010. The New Orleans metropolitan area has approximately 245,000 uninsured individuals. The original Ochsner facility, Ochsner Medical Center, is located in Jefferson Parish, LA, approximately 1 mile from the western boundary of the city of New Orleans. Ochsner Medical Center, a 596-bed hospital, includes acute and sub-acute facilities. Ochsner Centers of Excellence include the Ochsner Cancer Institute, Ochsner Multi-Organ Transplant Center and Ochsner Heart and Vascular Institute. Ochsner Hospital-Elmwood is a satellite of Ochsner Medical Center, providing inpatient rehabilitation services. Ochsner Medical Center-West Bank Campus is a 203-bed satellite of Ochsner Medical Center, providing general medical and surgical acute care, and is located on the West Bank of the Mississippi River within minutes of downtown New Orleans. OMC West Bank is easily accessible to three major parishes: Jefferson, Orleans and Plaquemines. Ochsner Medical Center-West Bank Campus also provides emergency services and obstetrics as well as other hospital services.Ochsner Medical Center-Baton Rouge is located in the city of Baton Rouge within East Baton Rouge parish. The greater Baton Rouge area population was approximately 776,000 in 2010, of which approximately 215,000 people were uninsured. Ochsner Medical Center-Baton Rouge is a 177-bed acute care facility.Ochsner St. Anne General Hospital serves the Bayou area which consisted of approximately 273,000 people in 2010, of which approximately 74,000 people were uninsured. Ochsner St. Anne medical center is a 35-bed acute care hospital that serves Lafourche parish, where it is located, and the surrounding parishes.Ochsner Medical Center-North Shore serves the North Shore area, consisting of approximately 503,000 people in 2010, of which approximately 128,000 people were uninsured. Ochsner Medical Center-North Shore is a 193-bed acute care facility located in Slidell, LA and serving the north shore of Lake Pontchartrain, North of New Orleans, LA.
    Part VI, Line 6: Having a diverse representation of the community in our governing boards is an important part of making sure all aspects of the community we serve are being touched by the mission and vision of our organization. The by-laws of both Ochsner Clinic Foundation and Ochsner Health System call for 10 members of the total 19 board members to be independent community members. The Chief Executive Officer serves on the Board by virtue of his or her office; however, a majority of Board members are prominent multi-disciplinary business and community leaders. The remainder of the Board members are senior physician employees of Ochsner Clinic Foundation elected by their peers in accordance with Ochsner Clinic Foundation by-laws.Ochsner Clinic Foundation is an educational and research-oriented medical center, operating one of the nation's largest accredited non-university based graduate medical education programs, covering 44 different medical, surgical and specialty programs. Ochsner partners with the Louisiana State University and Tulane University Medical Schools, in addition to a consortium relationship with Our Lady of Holy Cross College for allied health and nursing programs. In 2009, Ochsner opened the Ochsner Clinical School in partnership with the University of Queensland, Australia to provide expanded opportunity for medical students that are U.S. citizens. Approximately 350 open clinical research trials in almost every specialty are ongoing and Ochsner operates ten basic science/transitional research laboratories.In addition to the preceding examples, Ochsner provides support in many ways that are not easily quantifiable and thus have not been included in the Community Building Activities in Part II. This support includes the following activities, among many others:The Ochsner Medical Library holds training sessions on and off site to teach users how to find and evaluate medical information available on the Internet. In addition to housing thousands of resources and answering reference questions in a traditional library setting, the Ochsner Medical Library actively brings its resources out to its patients and the community. Librarians also round the hospital with a notebook laptop computer and offer the "Outreach Express" service for patients who are in the hospital and have questions about their diagnosis, treatment or other issues. To help further promote the health of the community, Ochsner created the Choose Healthy initiative with a local grocery store chain which serves the same geographical region to educate shoppers. Ochsner nutritionists have identified over 500 items in the stores that meet healthy choice standards and these are marked with shelf talkers for easy identification on the aisles. The Choose Healthy initiative offers healthy cooking demonstrations, health screenings, and educational classes in the stores at no charge. There is also a website which offers shopping lists, recipes, healthy living tips and videos. All of this is available to the general public at no charge.In addition to providing quality medical care to patients who visit Ochsner's hospitals and clinics, Ochsner has embraced the concept that good health doesn't begin at the doctor's office, it begins where you live, learn, work and play. Programs have been developed to promote health in our communities through education and provision of healthcare services. Some significant activities are listed below:Ochsner provides community health fairs in all our regions by organizing its own fairs and by providing staff for events being offered by other organizations. Ochsner also hosts educational forums about specific health related topics through our Hello Health programs. These are held in the community as well as on WLAE TV, a public television station in New Orleans. Ochsner staff members have also attended numerous community group meetings in order to provide health education information.Ochsner sponsors and participates in multiple programs that address community economic and workforce development for the greater good. These activities support the community by offering Ochsner's expertise and resources, including sponsoring fund raising events of community organizations, and providing financial support for scholarship programs.Ochsner provides support to numerous schools, both public and parochial, throughout Southeast Louisiana, including three "adopted" schools in the New Orleans/Jefferson Parish area. In addition, Ochsner has developed a dedicated student/outreach lab as an additional resource or training lab for schools in our community. Ochsner is providing education and support to the Jefferson parish public school system in nutrition and physical fitness to address the childhood obesity epidemic in LA, which is ranked the 5th worst state in the nation for childhood obesity. Ochsner delivers a newsletter which highlights healthy habits to the families of 11,000 elementary school students in the fourth and fifth grades which highlights healthy habits.To further help battle childhood obesity, Ochsner provides a customized mobile fitness unit (On the Move) which travels the region encouraging healthy nutrition and active lifestyles for all children. On the Move includes strength and cardiovascular circuit workouts, nutrition lectures, and heart-healthy cooking classes and demonstrations by our executive chef and is designed to teach parents and kids how to incorporate healthier foods and behaviors into their lifestyle. On the Move engages more than 1,000 children per year at area schools during regularly scheduled visits.
    Part VI, Line 7: Ochsner Health System is the supporting organization to Ochsner Clinic Foundation and Ochsner Community Hospitals, all related 501(c)(3) corporations. While each of the eight hospitals with the System promote the health within the separate geographical communities that they service, many overall community health initiatives are coordinated by Ochsner Health System, which is then reimbursed by the respective entities.
Schedule H (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Ochsner Clinic Foundation
 
Employer identification number
72-0502505
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) Regents of the University of California Immunogenetics924 Westwood Blvd Ste 400A
Los Angeles,CA90095 		95-6006143   13,215 0     General Support for Medicine Adherence Study
(2) Tulane University1430 Tulane Avenue TW34
New Orleans,LA70112 		72-0423889 501(c)(3) 37,281 0     General Support for Medicine Adherence Study
(3) University of Alabama1025 18th Street South
Birmingham,AL35294 		63-6005396   21,881 0     General Support for Medicine Adherence Study


















2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
1
3
Enter total number of other organizations ................................ . Bullet Image
2
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: The organization maintains records to substantiate the amount of grants and assistance through a grant application process. Grantees' ability to perform is vouched for and credit vouchers of performing persons at respective organizations are obtained. Use of grant funds is monitored by the normal accounts payable process that the organization has in place. All payments made to grantees are approved by appropriate persons associated with primary grant awards who are knowledgeable of work product on grants. In addition to the approval process, the organization has a process in place to ensure that requested payments are in line with approved budgets submitted by subrecipients.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Ochsner Clinic Foundation
 
Employer identification number

72-0502505
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
Yes
 
b
Any related organization? .........................
6b
Yes
 
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) David E Beck MD (i)
(ii)		 538,375
0 		14,194
0 		30,447
0 		17,476
0 		14,468
0 		614,960
0 		0
0
(2) Joseph L Breault MD (i)
(ii)		 199,646
0 		0
0 		3,916
0 		19,178
0 		19,798
0 		242,538
0 		0
0
(3) Joseph R Dalovisio MD (i)
(ii)		 305,327
0 		34,200
0 		12,827
0 		25,763
0 		10,468
0 		388,585
0 		0
0
(4) Francis Dauterive MD (i)
(ii)		 314,548
0 		0
0 		1,368
0 		19,110
0 		15,766
0 		350,792
0 		0
0
(5) Dennis Kay MD (i)
(ii)		 611,016
0 		43,506
0 		2,435
0 		22,546
0 		14,091
0 		693,594
0 		0
0
(6) Yvens G Laborde MD (i)
(ii)		 278,224
0 		69,175
0 		785
0 		7,318
0 		15,960
0 		371,462
0 		0
0
(7) Richard Milani MD (i)
(ii)		 496,523
0 		25,000
0 		10,519
0 		15,515
0 		17,928
0 		565,485
0 		0
0
(8) Patrick J Quinlan MD (i)
(ii)		 0
865,431 		0
573,750 		0
32,445 		0
155,273 		0
11,976 		0
1,638,875 		0
0
(9) F R Bobby Rodwig Jr MD (i)
(ii)		 377,533
0 		35,320
0 		30,618
0 		11,173
0 		16,160
0 		470,804
0 		0
0
(10) Warner L Thomas (i)
(ii)		 0
714,014 		0
433,125 		0
18,940 		0
5,230 		0
17,460 		0
1,188,769 		0
0
(11) Scott J Posecai (i)
(ii)		 0
489,656 		0
240,000 		0
17,013 		0
29,516 		0
9,459 		0
785,644 		0
0
(12) Bobby C Brannon (i)
(ii)		 389,738
0 		213,750
0 		28,095
0 		32,870
0 		13,890
0 		678,343
0 		0
0
(13) Joseph E Bisordi MD (i)
(ii)		 0
527,340 		0
255,000 		0
19,315 		0
3,400 		0
10,306 		0
815,361 		0
0
(14) Scott Boudreaux (i)
(ii)		 236,505
0 		25,000
0 		3,098
0 		3,400
0 		14,960
0 		282,963
0 		0
0
(15) Lisa S Colletti (i)
(ii)		 209,052
0 		22,634
0 		3,226
0 		8,485
0 		1,014
0 		244,411
0 		0
0
(16) Nancy L Davis (i)
(ii)		 0
255,134 		0
41,298 		0
4,747 		0
19,326 		0
7,382 		0
327,887 		0
0
(17) Steven B Deitelzweig MD (i)
(ii)		 285,817
0 		43,512
0 		785
0 		7,393
0 		18,960
0 		356,467
0 		0
0
(18) Mark French (i)
(ii)		 186,313
0 		25,715
0 		2,923
0 		3,924
0 		15,786
0 		234,661
0 		0
0
(19) Richard D Guthrie Jr MD (i)
(ii)		 0
336,534 		0
66,625 		0
6,089 		0
8,305 		0
19,221 		0
436,774 		0
0
(20) Robert Hart MD (i)
(ii)		 268,862
0 		46,740
0 		1,240
0 		8,348
0 		2,541
0 		327,731
0 		0
0
(21) Michael F Hulefeld (i)
(ii)		 0
333,300 		0
65,600 		0
3,103 		0
4,116 		0
21,155 		0
427,274 		0
0
(22) Ernest E Martin Jr MD (i)
(ii)		 272,907
0 		32,200
0 		1,958
0 		16,276
0 		15,721
0 		339,062
0 		0
0
(23) Edward M O'Bryan MD (i)
(ii)		 201,344
0 		39,668
0 		3,196
0 		0
0 		4,599
0 		248,807
0 		0
0
(24) Mitchell Wasden (i)
(ii)		 227,205
0 		40,068
0 		2,816
0 		3,936
0 		17,721
0 		291,746
0 		0
0
(25) George Isa MD (i)
(ii)		 881,949
0 		0
0 		649
0 		3,400
0 		14,559
0 		900,557
0 		0
0
(26) Deryk G Jones MD (i)
(ii)		 790,802
0 		0
0 		48,169
0 		4,468
0 		14,960
0 		858,399
0 		0
0
(27) Denis Mello MD (i)
(ii)		 985,983
0 		0
0 		713
0 		3,400
0 		17,329
0 		1,007,425
0 		0
0
(28) Jose Mena MD (i)
(ii)		 671,216
0 		0
0 		148,375
0 		4,762
0 		17,000
0 		841,353
0 		0
0
(29) Ghiath M Mikdadi MD (i)
(ii)		 934,327
0 		0
0 		530
0 		3,400
0 		14,960
0 		953,217
0 		0
0
(30) Gary Borgstede (i)
(ii)		 0
0 		0
0 		0
178,538 		0
2,824 		0
0 		0
181,362 		0
0
(31) J Eric McMillen (i)
(ii)		 137,880
0 		45,964
0 		330
0 		3,181
0 		15,385
0 		202,740
0 		0
0
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
  Part I, Lines 4a-b Line 4a: Per the terms of his employment letter agreement, Gary Borgstede, who served as Vice President - Operations - Ochsner Medical Center, Brent House, and Elmwood Fitness Center, received $178,537.68 in severance payments during the year 2010. Line 4b: Patrick Quinlan, M.D., Chief Executive Officer; Warner Thomas, President & Chief Operating Officer; Scott Posecai, Sr. Vice President and Chief Financial Officer; and Bobby Brannon, Executive Vice President and Treasurer participate in a Supplemental Executive Retirement Plan (SERP) which is part of the terms and conditions of their employment contracts with Ochsner Health System and Ochsner Clinic Foundation and is based on a targeted replacement of a set percentage of their salary at age 65. The SERP is classified as a Supplemental Non-Qualified Retirement Plan. This benefit is funded in a Trust Account with Capital One Bank. The increases in actuarial value during 2010 were $129,135; $0; $18,166; and $0; respectively. Joseph Bisordi, Chief Medical Officer, participates in a Non-Qualified supplemental plan which is part of the terms and conditions of his employment contract with Ochsner Health System. The retirement calculations is a defined amount as a percent of base pay, calculated annually, and is earned at age 65, as a single vesting period. This benefit is funded in a Trust Account with Capital One Bank.
  Part I, Line 6 The Physician and Executive Compensation Committee of the Ochsner Clinic Foundation Board of Directors reviews and approves all officer executive incentive plans, which include those for the Officers; the CEO, President, CFO, Treasurer, Regional Medical Directors, and Executive Vice Presidents. For the 2009 incentive plan, which was paid in 2010, there were four weighted components: a System Financial Metric which consists of Operating Margin, a Quality and Patient Satisfaction Metric, a Human Capital Metric that consists of turnover and employee engagement survey results, and a Subjective metric based on their personal performance targets. The subjective metric is assigned for the CEO by the Physician and Executive Compensation Committee and assigned for the other executives by the CEO then reviewed by the Physician and Executive Compensation Committee. Metrics other than subjective are built on percent improvement year over year. The CEO and officers did meet annual targets as set by the terms and conditions of their employment contracts and therefore the compensation committee approved the payment of the Annual Incentive Plan which was recorded as part of their compensation in 2010. Annually, the officers of Ochsner Clinic Foundation review and approve executive incentive plans for the executive and physician leadership group. The plans are developed similar to the officer incentive plans; they include four weighted components: a System Financial Metric which consists of Operating Margin, a Quality and Patient Satisfaction Metric, a Human Capital Metric that consists of turnover and employee engagement survey results, and a Subjective metric based on their personal performance targets. The subjective metric is assigned by the officer responsible for the executive or physician leader as their direct report and the CEO approves all bonuses for this group of management. All bonus amounts are provided in Schedule J Part II in Column B(ii).
  Part I, Line 7 Subjective components of incentive plan are described in description of Part I, Line 6.
Supplemental Information Part III Form 990, Part VII, Section A, Line 5. Mr. Oliver received compensation from William A. Oliver Enterprises, LLC, for services provided to Ochsner Clinic Foundation. William A. Oliver Enterprises, LLC was paid $65,834 for his services provided to Ochsner Clinic Foundation during 2010.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Ochsner Clinic Foundation
 
Employer identification number
72-0502505
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A Louisiana Public Facilities Authority
  		72-0895871 546398VQ8 09-12-2007 371,062,406 RETIRE 02 BDS, FACILITY IMPROVEMENTS   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . .        
2 Amount of bonds defeased . . . . 322,774,046      
3 Total proceeds of issue . . . . 371,062,406      
4 Gross proceeds in reserve funds . . 341,078,774      
5 Capitalized interest from proceeds.        
6 Proceeds in refunding escrow. . . . . 319,798,521      
7 Issuance costs from proceeds . . . 1,559,799      
8 Credit enhancement from proceeds.        
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . . 47,737,307      
11 Other spent proceeds . .        
12 Other unspent proceeds. . .        
13 Year of substantial completion . . . 2010
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? X              
15 Were the bonds issued as part of an advance refunding issue?   X            
16 Has the final allocation of proceeds been made? . . X              
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X              
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X            
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . .   X            
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use? X              
b Are there any research agreements that may result in private business use of bond-financed property? . .   X            
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X              
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet        
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet        
6 Total of lines 4 and 5 . . .. . . . . .        
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X              
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X            
2 Is the bond issue a variable rate issue?   X            
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X            
b Name of provider .  
  		 
  		 
  		 
 
c Term of hedge . .        
d Was the hedge superintegrated? .                
e Was a hedge terminated? .                
4a Were gross proceeds invested in a GIC? .   X            
b Name of provider .  
  		 
  		 
  		 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? .                
5 Were any gross proceeds invested beyond an available temporary period? .   X            
6 Did the bond issue qualify for an exception to rebate? . . .   X            
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Schedule K, Part I   Form 8038 for CUSIP # 546398VQ8 was prepared for the issuance of Revenue Bonds (Ochsner Clinic Foundation Project) Series 2007A and Revenue Bonds (Ochsner Community Hospitals Project) Series 2007B. The bonds had a total Issue Price of $453,076,501.10. $371,062,405.65 of the Issue Price was issued for the benefit of Ochsner Clinic Foundation (EIN# 72-0502505), and the remaining $82,014,095.45 was issued for the benefit of Ochsner Community Hospitals (EIN# 20-5297040).
Schedule K, Part II, Line 7   100% of line 7 relates to issuance cost.
Schedule K, Part III, Line 3a   All contracts meet IRS safe harbor rules per 97-13.
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Ochsner Clinic Foundation
 
Employer identification number

72-0502505
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
(1) Mello Dennis M
Forgivable loans for Physician Retention and Recruitment 		  X 1,000,000 1,000,000   No   No Yes  
(2) Mikdadi Ghiath
Forgivable loans for Physician Retention and Recruitment 		  X 200,000 200,000   No   No Yes  
(3) Bisordi Joseph E
Forgivable loans for Physician Retention and Recruitment 		  X 100,000 100,000   No   No Yes  
Total ...............Small Bullet $ 1,300,000
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Richard D Guthrie III Son of Dr. Guthrie, a Key Employee of OCF 58,069 Compensation as a RN   No
(2) Elizabeth Guthrie Tucker Daughter of Dr. Guthrie, a Key Employee of OCF 29,280 Compensation as a RN   No
(3) Alexis Guthrie Daughter-in-Law of Dr. Guthrie, a Key Employee of OCF 34,657 Compensation as a RN   No
(4) Renee Reymond MD Wife of Mr. Hulefeld, a Key Employee of OCF 103,418 Compensation as a Physician   No
(5) Kay Belmont Sister of Mr. Posecai, an officer of OCF 42,054 Compensation as an RN   No
(6) Bruce Posecai Jr Nephew of Mr. Posecai, an officer of OCF 52,288 Compensation as an RN   No
(7) Jones Walker Waechter Pointevent Carrere & Denegre
  		Independent Contractor 347,893 Mr. Hines, a Director of OCF, is Managing Partner of the law firm.   No
(8) Tulane University
  		Independent Contractor 2,340,411 Mr. Wisdom, a Director of OCF, is also a Board Member of Tulane University.   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Ochsner Clinic Foundation
 
Employer identification number

72-0502505
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art .... X 1 250 Fair Market Value
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 1 26,148 Fair Market Value
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles ..... X 16 4,766 Fair Market Value
19 Food inventory ... X 34 27,338 Cost
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Services ) X 26 56,667 Cost
26 Other Right pointing arrow large image ( Special Events ) X 74 26,337 Cost
27 Other Right pointing arrow large image ( Miscellaneous ) X 13 13,006 Cost
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
Third Party Use: Part I, Line 32b: If the organization receives a noncash contribution greater than $5,000, the donor or the organization will hire a third party to complete an appraisal.
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
Ochsner Clinic Foundation
 
Employer identification number

72-0502505
Identifier Return Reference Explanation
Doing Business As Form 990, Part I, Item C Ochsner Health Center Ochsner St. Anne General Hospital Ochsner Medical Center - Baton Rouge Elmwood Fitness Center (a Service of Ochsner)
Form 990, Part VI, Section A, line 1   1a: Of the Directors included in Part VII, all were Directors at the end of 2010 except for Mr. Oliver. Mr. Oliver resigned his position on the board of directors in October of 2010. 1b: The Articles of Incorporation provide that no action of the Board may be resolved unless a majority of the independent directors present approve the matter. Thus, even in situations where there is not an absolute majority of independent directors in office, those independent directors in office control Ochsner Health System's activities.
Form 990, Part VI, Section A, line 2   Dr. Guthrie and Dr. Pinsky have a business relationship.
Form 990, Part VI, Section A, line 6   Ochsner Clinic Foundation is a wholly-owned subsidiary of Ochsner Health System, a related 501(c)(3) organization. Ochsner Health System is the sole member of Ochsner Clinic Foundation. Ochsner Clinic Foundation has no capital stock and only one class of membership.
Form 990, Part VI, Section A, line 7a   The Community Directors shall be nominated exclusively by the nominating committee of the board of directors of the Member.
Form 990, Part VI, Section B, line 11   One or more members of senior management reviews the return. The return is also reviewed by Deloitte Tax LLP, the company's tax advisors. The Audit and Oversight Committee, which is comprised of independent directors, is then provided the return prior to the filing date and given the opportunity to review and discuss the returns with management/staff. The meeting to review the 2010 return was held on October 31, 2011. A copy of the return is then provided to each member of the Board of Directors electronically and comments are solicited from the entire Board.
  Form 990, Part VI, Section B, line 12c Officers, directors, trustees, and key employees are required to complete a conflicts of interest disclosure form annually, within 30 days of becoming an employee, or within 10 days of a change in business circumstances not previously disclosed. The Vice President of Corporate Integrity reviews disclosures and determines whether action is necessary or if the disclosure needs to be reviewed by the Conflicts of Interest Committee. In addition, employees that do not fall within the scope of the Conflict of Interest Disclosure policy annually certify through the Annual Employee Evaluation process their compliance with the Conflict of Interest policy.
  Form 990, Part VI, Section B, line 15 All CEO and officer compensation and benefits arrangements, including salary and bonus incentive plans, are reviewed and approved by the Executive and Senior Physician Compensation Committee of the Board of Directors (Compensation Committee). No substantive change to the compensation or benefits packages is made until Committee approval is granted in accordance with Intermediate Sanctions guidelines. The Compensation Committee is without conflicts of interest and uses an independent external consultant. Appropriate data is applied to determine the comparability of fair market value pay and all actions are appropriately documented. In order to meet the requirements of the IRS Intermediate Sanctions regulations, the Compensation Committee identified the "disqualified individuals" that are in a position to exercise substantial influence over the company's operations. These individuals are the members of the Executive Officers Committee (EOC), Regional Medical Directors, physician board members and Section Heads for key departments. For disqualified individuals, the compensation review also includes the cost of benefits such as the company portion of medical and dental benefits, malpractice insurance, payments for 401K matching and pension payments. A different review process is used for Physicians. Annually, the Corporate Integrity department reviews the salary of each employed physician. This review includes a comparison of physician salaries against national survey data for their specialty. Three surveys are used for the review: McGladrey & Pullen, the Medical Group Management Association (MGMA) and American Medical Group Association (AMGA). The Physician Compensation department provides salary data for each physician including base salary, stipends, on-call pay, etc. If it is determined that a physician's compensation is higher than the survey data, the total work Relative Value Units (RVUs) are compared to the survey data. This review is performed to ensure their pay is comparable to the work performed. Comparable benefit survey data is obtained periodically from McGladrey & Pullen. Compensation for other non-physician key employees is reviewed by senior executives who take market value research into consideration when determining compensation levels.
  Form 990, Part VI, Section C, line 19 Financial statements for Ochsner Clinic Foundation are made available to the public quarterly via www.dacbond.com. All governing documents, conflict of interest policy, and financial statements are available upon written request to the Corporate Integrity Department.
Joint Venture Procedure Part VII, Section B, 16b When the organization evaluates its participation in a joint venture, the transactions are handled carefully to ensure that the organization's tax-exempt status is intact with regard to the arrangement. The operations of the joint venture are carefully reviewed by management and legal counsel, and the transaction is not entered into unless it is a reflection of the organization's tax-exempt purpose. A clause is inserted into the joint venture agreement that the operations of the joint venture must be performed in a manner that will not jeopardize the organization's tax-exempt status.
ADDITIONAL COMPENSATION EXPLANATION Part VII, Section A, Line 1a COMPENSATION OF DIRECTORS AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION The amount of time shown for those Directors listed as "Board Member Sr Phys" as "average hours per week devoted to position" on the Form 990 for Ochsner Clinic Foundation (EIN 72-0502505) consists primarily of role as a Senior Physician of Ochsner Clinic Foundation. Additional time spent on boards, committees and through fulfilling other responsibilities as a member of one or more Boards of the varied Ochsner organizations is shown as a nominal amount for Ochsner Health System and/or Ochsner Community Hospitals. As a Senior Physician Director of an integrated health system, these individuals devote time to board activities of all 501(c)(3) members of the system to varying degrees including Ochsner Health System, Ochsner Clinic Foundation and Ochsner Community Hospitals. Those directors listed as "Board Member Sr Phys" on the Form 990 for Ochsner Clinic Foundation (EIN 72-0502505) are compensated entirely due to their role as a Senior Physician of a member of the integrated health system. The amount of time shown for those Directors listed as "Community Directors" for "average hours per week devoted to position" includes time spent on boards, on committees and through fulfilling other responsibilities as a member of the Board of varied Ochsner organizations. As a Community Director of an integrated health system, each Community Director devotes time to all 501(c)(3) members of the system to varying degrees including Ochsner Health System, Ochsner Clinic Foundation and Ochsner Community Hospitals.
ADDITIONAL COMPENSATION EXPLANATION Part VII, Section A, Line 1a COMPENSATION OF OFFICERS AND SYSTEM-LEVEL KEY EMPLOYEES AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION Compensation and average hours worked for Bobby Brannon include all compensation related to the Ochsner Health System, which includes Ochsner Health System (OHS, EIN 20-5296918), Ochsner Clinic Foundation (OCF, EIN 72-0502505) and Ochsner Community Hospitals (OCH, EIN 20-5297040), all related 501(c)(3) organizations. Other members of the Ochsner network are charged a portion of these amounts. The amount of time shown for each officer as "average hours per week devoted to position" on this form of the organization that pays the officers directly consists primarily of role as an officer of the integrated health system. Additional time spent on boards, committees and through fulfilling other responsibilities as an officer of the integrated health system is shown as a nominal amount on the forms of the related organizations, but in reality the time is more evenly distributed across all entities.
ADDITIONAL COMPENSATION EXPLANATION Part VII, Section A, Line 1a KEY EMPLOYEES COMPENSATED BY RELATED ORGANIZATIONS Dr. Richard Guthrie and Michael Hulefield were employed and compensated during 2010 by Ochsner Health System, 20-5296918, 501(c)(3), a related organization. Each key employee spent substantially all of his time on duties related to his position with Ochsner Clinic Foundation, and in all other respects met the requirements of a Key Employee of Ochsner Clinic Foundation. Nancy Davis and Dr. Joseph Bisordi are employed and compensated by Ochsner Health System, 20-5296918, 501(c)(3), a related organization. Both, in their duties as leaders of the integrated health system, spend a substantial amount of their time on duties pertaining to Ochsner Clinic Foundation, and in all other respects meet the requirements of Key Employees of Ochsner Clinic Foundation. The amount of time shown for each key employee as "average hours per week devoted to position" on this form of the organization that pays the key employees directly consists primarily of role as a key employee of the integrated health system. Additional time spent on boards, committees and through fulfilling other responsibilities as a key employee of the Ochsner organizations is shown as a nominal amount on the forms of the related organizations, but in reality the time is more evenly distributed across all entities.
Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 12,199,842. Investment expenses: 47,352. Changes in Permanently Restricted Fund Balances 342,000. Changes in Temporarily Restricted Fund Balances 6,428,000. Changes in Fund Balances Included in Part VIII Line 1 Contributions -12,055,013. Changes in Fund Balances Included in Part VIII Line 8 Special Events 282,257. Impairment Gains/(Losses) 2,690,915. Additional Minimum Pension Liability -13,501,855. Net Assets Released for Capital Acquisitions 3,541,647. Equity Income from Ochsner System Protection Company -45,661. Equity Income from Brent House Hotel 189,736. Other -5,180. Total to Form 990, Part XI, Line 5: 114,040.
  Part XII, Line 2c The process regarding the committee responsible for the audit, review, or compilation of the organization's financial statements and selection of an independent accountant has not changed from the prior year.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Ochsner Clinic Foundation
 
Employer identification number

72-0502505
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity







(1) Deuteron Realty
1514 Jefferson Highway
New Orleans,LA70121
72-1079347 		Nominee Real Estate Corporation LA 0 1,000 N/A
(2) East Baton Rouge Medical Center LLC
17000 Medical Center Dr
Baton Rouge,LA70816
20-1729674 		Patient Care DE 100,679,000 26,146,077 N/A
(3) Foundation Assets LLC
1514 Jefferson Highway
New Orleans,LA70121
77-0589660 		Holding of donated interest in fractional share of ground lease-New Orleans LA 35,810 944,157 N/A
(4) Gulf Coast Physician Network LLC
6341 Lakeland East Dr
Flowood,MS39208
75-3009725 		provides healthcare svcs to employees of MS coast casinos LA 118,000 56,504 N/A
(5) Ochsner Bayou LLC
4608 Highway 1
Raceland,LA70394
20-4670876 		Operation of Ochsner St. Anne General Hospital LA 30,825,000 12,190,209 N/A
(6) Ochsner Clinic LLC
1514 Jefferson Highway
New Orleans,LA70121
72-0276883 		Physician Services LA 713,057,944 128,386,988 N/A
(7) Ochsner Urgent Care LLC
1514 Jefferson Highway
New Orleans,LA70121
72-0502505 		Holding of Gulf Coast Outpatient Centers LA 0 0 Ochsner Clinic LLC
 
(8) Gulf Coast Outpatient Centers LLC
1514 Jefferson Highway
New Orleans,LA70121
20-8241553 		Holding of Gulf Coast Outpatient Centers companies LA 0 437,381 Ochsner Urgent Care LLC
 
(9) Gulf Coast Outpatient Centers -- Westbank LLC
1514 Jefferson Highway
New Orleans,LA70121
20-8241691 		Patient Care LA 412,323 0 Gulf Coast Outpatient Centers LLC
 
(10) Gulf Coast Outpatient Centers -- Uptown LLC
1514 Jefferson Highway
New Orleans,LA70121
20-8242525 		Patient Care LA 2,502 0 Gulf Coast Outpatient Centers LLC
 
(11) Gulf Coast Outpatient Centers -- Mandeville LLC
1514 Jefferson Highway
New Orleans,LA70121
20-8242348 		Patient Care LA 592,231 0 Gulf Coast Outpatient Centers LLC
 
(12) Ochsner Durable Medical Equipment LLC
1514 Jefferson Highway
New Orleans,LA70121
72-0502505 		Sales of Durable Medical Equipment to Patients LA 3,305,000 732,461 N/A
(13) Ochsner Medical Center - Northshore LLC
1514 Jefferson Highway
New Orleans,LA70121
27-1770321 		Patient Care LA 51,158,000 46,821,919 N/A
Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) Ochsner Health System

1514 Jefferson Highway

New Orleans,LA70121
20-5296918 		Health Care support LA 501(c)(3) 509(a)(3) Type II N/A
 
No
(2) Ochsner Community Hospitals

1514 Jefferson Highway

New Orleans,LA70121
20-5297040 		Patient Care LA 501(c)(3) 170(b)(1) (A)(iii) Ochsner Health System
 
 
No
(3) Brent House Corporation

1512 Jefferson Highway

New Orleans,LA70121
72-0872457 		Rents hotel rooms to patients/guests of Ochsner facilities. LA 501(c)(3) 509(a)(3) Type II Ochsner Clinic Foundation
 
Yes
 
(4) Ochsner System Protection Company

1514 Jefferson Highway

New Orleans,LA70121
27-1170999 		Captive Insurance LA 501(c)(3) 509(a)(3) Type I Ochsner Clinic Foundation
 
Yes
 






For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership












Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Brent House Corporation

 A 2,047,230 Intercompany Billings - Mkt Value
(2) Brent House Corporation

 J 1,069,703 Intercompany Billings - Mkt Value
(3) Brent House Corporation

 K 44,134 Intercompany Billings - Mkt Value
(4) Brent House Corporation

 L 1,338,496 Intercompany Billings - Mkt Value
(5) Ochsner System Protection Company

 L 1,484,446 Intercompany Billings - Mkt Value
(6) Brent House Corporation

 O 39,480 Intercompany Billings - Mkt Value
(7) Brent House Corporation

 P 249,198 Intercompany Billings - Mkt Value
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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