Form990
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 01-01-2015 , and ending 12-31-2015
BCheck if applicable:
CName of organization
OCHSNER CLINIC FOUNDATION
 
 
Doing business as
see schedule o
 
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 province, country, and ZIP or foreign postal code
NEW ORLEANS, LA70121
D Employer identification number

72-0502505
E Telephone number

G Gross receipts $ 6,727,590,283
F Name and address of principal officer:
WARNER L THOMAS
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
subordinates?
H(b)
Are all subordinates
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 RESEARCH
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 20
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 2015 (Part V, line 2a) ...... 5 17,949
6 Total number of volunteers (estimate if necessary) ............. 6 1,025
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 9,473,272
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 404,498
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 11,896,065 28,593,501
9 Program service revenue (Part VIII, line 2g) ......... 6,040,819,706 6,555,671,233
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 45,316,188 22,686,531
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 14,109,976 20,990,259
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 6,112,141,935 6,627,941,524
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 686,509 304,816
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,123,157,690 1,207,926,009
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet495,845    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 4,916,265,026 5,337,779,492
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 6,040,109,225 6,546,010,317
19 Revenue less expenses. Subtract line 18 from line 12....... 72,032,710 81,931,207
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,807,294,721 2,179,873,516
21 Total liabilities (Part X, line 26)............. 1,050,612,882 1,391,188,940
22 Net assets or fund balances. Subtract line 21 from line 20..... 756,681,839 788,684,576
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 Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2015)
Form 990 (2015)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line 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 organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 5,993,488,774 including grants of $ 252,894 ) (Revenue $ 6,520,572,537 )
Patient Care/Patient Medical Services: Ochsner Clinic Foundation consists of four hospitals at six campuses and many clinical locations. Served 112,563 inpatients resulting in 562,841 patient days. Emergency Room visits totaled 291,354. The number of births totaled 5,586. Outpatient hospital visits totaled 448,107. Physician clinic visits total 1,650,544. 509 patients received organ transplants.
4b (Code:   ) (Expenses $ 41,987,767 including grants of $ 51,922 ) (Revenue $ 10,992,778 )
Medical Education: Since 1944, academics have been an integral component of the mission, visions and strategy of the Ochsner organization. The Division of Academics adds emphasis, intellectual capital and focus to Ochsner's mission to educate and innovate, with the primary focus of providing the highest quality care and service to the Ochsner community and patients. A large portion of physicians completing the training programs decide to join Ochsner's group practice. The academic areas are operating divisions of Ochsner Clinic Foundation (OCF). Residency Training Programs. OCF operates one of the nation's largest independent academic medical centers and trains over 280 residents and fellows annually in 25 independent OCF-sponsored accredited residency training programs. In addition, Ochsner is a joint sponsor of three programs with Louisiana State University Health Science Center ("LSUHSC"), including ophthalmology, psychiatry and urology, and is a joint sponsor of a pediatric program with Tulane University School of Medicine ("Tulane"). The joint programs include approximately 93 residents. In addition, another 300 residents and fellows rotate to OCF in various disciplines of medicine and surgery under affiliation agreements with LSUHSC and Tulane as well as other schools from across the country and around the world. University of Queensland, Ochsner Clinical School. In the fall of 2008, Ochsner entered into a partnership with the University of Queensland School of Medicine in Brisbane, Australia to develop the University of Queensland, Ochsner Clinical School ("OCS"). In 2017, this program will graduate 120 medical school students. The program is for United States citizens or permanent residents who are interested in pursuing a career in medicine with the opportunity to study in a global program. The students complete their first and second years of training at the University in Brisbane followed by completion of years three and four (clinical training years) at Ochsner. The students graduate with a Bachelor of Medicine, Bachelor of Surgery (MBBS degree) which is considered a Doctor of Medicine (MD) equivalent degree. In 2015, the University of Queensland School of Medicine approved the Doctor of Medicine degree to replace the MBBS degree. As a result, the University of Queensland School of Medicine and OCS were visited in 2014 by the Australian Medical Council as a component of the Medical School's accreditation. The outcome of this site visit was full accreditation for six years, the maximum term allowed. The graduating class of 2018 will be the first class to graduate with the MD degree. As of January 2016, there were 458 students enrolled in the University of Queensland, OCS program. The program has continued its projected growth since 2009 and in 2014 realized the goal of enrolling 120 students per year. In addition to the University of Queensland, OCS program, Ochsner continues to provide over 500 student months of clinical education to medical students from Tulane and the Louisiana State University School of Medicine and a host of other medical school programs from across the region, country and around the world. Approvals and Accreditations. OCF's Division of Academics' Education Programs are accredited by or registered with the following agencies: Accreditation Council for Graduate Medical Education (ACGME) Accreditation Council for Continuing Medical Education (ACCME) American Association of Medical Colleges (AAMC) Association of Hospital Medical Education (AHME) Australian Medical Council (AMC) Council on Teaching Hospitals (COTH) Joint Review Committee for Education in Radiologic Technology (JRCERT) Allied Health / Advanced Practice Affiliations. OCF has formal affiliations with over 100 institutions of higher learning. OCF, through Allied Health and Advanced Practice affiliations, enables students enrolled in over 200 college and university programs throughout the United States to complete formal clinical training degree requirements. Through these affiliations, Ochsner provides clinical training and mentoring to over 1,500 students. In addition, through a long-standing partnership with the University of Holy Cross, students in radiologic technology train at Ochsner Medical Center and complete an Associate or Bachelor's degree in Health Science.
4c (Code:   ) (Expenses $ 15,038,718 including grants of $ 0 ) (Revenue $ 8,054,622 )
Medical Research: Currently, Ochsner Clinic Foundation operates five research laboratories within the Institute for Translational Research focusing on multiple medical diseases and problems including cancer, diabetes, transplant rejection, neurological disorders and infectious diseases. In addition, Ochsner currently offers to its patients over 500 active clinical trials in 46 clinical areas. Approximately 4,000 patients participate in clinical research annually. The Ochsner Institutional Review Board provides oversight for all clinical trials to ensure the safety of the human subjects participating in research. Ochsner established the Center for Applied Health Services Research (CAHSR) in 2014, the mission of which is to advance knowledge, improve clinical practice, and improve the health and well-being of the community. The CAHSR collaborates with Ochsner leaders to identify high priority issues and design key initiatives that would benefit from research expertise and program evaluation including new benefits, system redesign, patient safety and clinical care. The center also identifies and influences capacity to conduct health care demonstrations and pragmatic practice-based interventions that are high priority for operational leaders and have high scientific merit. CASHR services include an Information Analytics Unit that helps researchers extract data from Ochsner's System data repositories, a Biostatistic Unit that helps researchers with project development and data analysis, and a Patient Research Advisory Board which facilitates patient engagement in both industry-sponsored and investigator-initiated studies. The CAHSR is a major collaborator on several grants funded by the Patient-Centered Outcomes Research Institute and the National Institutes of Health. The Clinical Trial Unit (CTU), located at Ochsner Baptist Medical Center, was established in 2012 to provide the ability to carry out a variety of clinical trials, including complex trials requiring close monitoring, high-volume trials, etc. Since inception, over 400 patients have participated in research studies at the CTU. The Biobank Unit, located at Ochsner Medical Center, was established in 2011 to develop a robust inventory of human biospecimens and biofluids for utilization in complex research projects. Since inception, over 1,700 patients have donated their biospecimens and biofluids. This has resulted in development of a comprehensive ExpressBank with an inventory of over 27,000 aliquots of biospecimens and biofluids. To provide more biospecimen donation opportunities to our patients (especially females), a new Satellite BioBank Unit has been established at Ochsner Baptist Medical Center in 2016.
(Code:   ) (Expenses $ 13,070,458 including grants of $ 0 ) (Revenue $ 13,598,949 )
Elmwood Fitness Center: Designed to meet the health and fitness goals of its members, Elmwood Fitness Center ("the fitness center") provides fitness services to patients, employees, and other members of the community, including seniors and children. The fitness center serves the community as a valuable resource in the prevention of disease. The fitness center is integrated with Ochsner's patient care services through its medical fitness referral program and it's physical and occupational therapy services. The fitness center also provides outreach to the community, including educational programs, community nutrition outreach, and a youth obesity program.
(Code:   ) (Expenses $ 5,155,225 including grants of $ 0 ) (Revenue $ 2,121,694 )
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 $ 1,259,120 including grants of $ 0 ) (Revenue $ 21,267 )
Ochsner maintains a free parking garage for employees and patients. Revenue is attributable to the optional valet parking service, which is offered for the convenience of Ochsner's patients.
(Code:   ) (Expenses $ 0 including grants of $ 0 ) (Revenue $ 309,386 )
Program Related Investments: Equity Income from Joint Venture providing patient care.
4d Other program services (Describe in Schedule O.)
(Expenses $ 19,484,803 including grants of $   ) (Revenue $ 16,051,296 )
4e Total program service expensesMediumBullet6,070,000,062
Form 990 (2015)
Form 990 (2015)
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 (see instructions)? 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
Yes
 
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? 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
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which 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 I..................
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 II...
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 .............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; 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 IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, 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, line 10?
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 VIIClick to see attachment.......
11b
Yes
 
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.......
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............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick 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 XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII .................
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 and XII 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, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
Yes
 
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 (see instructions) ....
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............ Click to see attachment
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
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government 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 or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............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), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
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 ...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II ................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
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
........................
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 direct or indirect 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 M..Click 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 .............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
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, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, 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
35b
Yes
 
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.............
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 VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
1,381
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
 
No
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
17,949
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” to line 3b, 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, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ , EI
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions? ...
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2015)
Form 990 (2015)
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 or note to any line 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
20
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
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
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
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
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete 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 this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, 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," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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 made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletBOBBY C BRANNON1514 JEFFERSON HIGHWAY   NEW ORLEANS,LA70121 (504) 842-3400
Form 990 (2015)
Form 990 (2015)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Suzanne T Mestayer
 
Board Chairman
1.0
.................
4.0
X   X       0 2,886 0
(2) Warner L Thomas
 
CEO / Board Member
1.0
.................
49.0
X   X       0 1,597,643 382,009
(3) Pedro Cazabon MD
 
Board Member/Senior Physician
47.0
.................
3.0
X           353,045 0 46,032
(4) F Ralph Dauterive MD
 
Board Member/Senior Physician (Board Term End 12/31/15)
47.0
.................
3.0
X           418,822 0 81,890
(5) Thomas Duncan Davis
 
Community Director (Began 1/1/15)
1.0
.................
4.0
X           0 1,648 0
(6) Richard Deichmann MD
 
Board Member/Senior Physician
47.0
.................
3.0
X           298,681 0 63,354
(7) William H Hines
 
Community Director
1.0
.................
4.0
X           0 1,548 0
(8) Dennis Kay MD
 
Board Member/Senior Physician
47.0
.................
3.0
X           680,439 0 67,016
(9) R Parker LeCorgne
 
Community Director
1.0
.................
4.0
X           0 35 0
(10) George Loss MD PhD
 
Board Member/Senior Physician
46.0
.................
4.0
X           1,031,358 0 70,247
(11) James E Maurin
 
Past Chair
1.0
.................
4.0
X           0 563 0
(12) Richard V Milani MD
 
Board Member/Senior Physician (BOARD TERM END 12/31/15)
46.0
.................
4.0
X           756,851 0 113,628
(13) Jefferson G Parker
 
Community Director
1.0
.................
4.0
X           0 4,629 0
(14) Robert J Patrick
 
Community Director
1.0
.................
4.0
X           0 186 0
(15) Patrick J Quinlan MD
 
Board Member Ex Officio
1.0
.................
49.0
X           0 1,228,179 69,874
(16) Dana Smetherman MD
 
Board Member/Senior Physician
46.0
.................
4.0
X           579,175 0 55,915
(17) Stephen F Stumpf
 
Community Director
1.0
.................
4.0
X           0 1,378 0
Form 990 (2015)
Form 990 (2015)
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 (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Jose S Suquet
 
Community Director
1.0
.......................4.0
X           0 1,783 0
(19) David E Taylor MD
 
Board Member/Senior Physician
47.0
.......................3.0
X           408,073 0 71,939
(20) Andrew B Wisdom
 
Community Director
1.0
.......................4.0
X           0 909 0
(21) Bobby C Brannon
 
EVP & Treasurer
43.0
.......................7.0
    X       682,754 0 47,740
(22) Michael F Hulefeld
 
EVP & COO
1.0
.......................49.0
    X       0 847,957 175,356
(23) Peter C November
 
Secretary, Exec VP, & CAO
1.0
.......................49.0
    X       0 737,958 213,076
(24) Scott J Posecai
 
EVP & CFO
1.0
.......................49.0
    X       0 912,610 259,742
(25) Joseph E Bisordi MD
 
Exec VP Chief Medical Officer
1.0
.......................49.0
      X     0 797,610 135,889
(26) Steven B Deitelzweig MD
 
Sr Physician, Svc Line Ldr, Hospital Med
50.0
.......................0.0
      X     397,996 0 57,516
(27) Bradley Goodson
 
CEO NORTHSHORE REGION
50.0
.......................0.0
      X     355,557 37,473 55,840
(28) Richard D Guthrie Jr MD
 
Chief Quality Officer
48.0
.......................2.0
      X     518,932 0 93,463
(29) Robert Hart MD
 
Reg Med Dir, B.R. Reg
50.0
.......................0.0
      X     45,979 495,559 61,168
(30) Yvens G Laborde MD
 
Reg Med Dir, WB Reg
50.0
.......................0.0
      X     412,444 0 73,278
(31) E Edward Martin Jr MD
 
Reg Med Dir - N.S. Reg
50.0
.......................0.0
      X     457,310 0 72,127
(32) J Eric McMIllen
 
CEO, Baton Rouge Region
50.0
.......................0
      X     378,519 0 35,957
(33) William W Pinsky MD
 
Exec VP/Chief Academic Officer
49.0
.......................1.0
      X     570,537 0 94,029
(34) Dawn Puente MD
 
Reg Med Dir, NO Comm Hosp
25.0
.......................25.0
      X     179,561 264,084 56,081
(35) Armin Schubert MD
 
VPMA-OMC-Jeff Hwy
50.0
.......................0
      X     499,902 0 67,397
(36) Robert Wolterman
 
CEO OMC-Jeff Hwy
50.0
.......................0.0
      X     0 483,122 66,269
(37) Cuong Bui MD
 
Sr Physician
50.0
.......................0
        X   1,266,424 0 40,931
(38) Deryk G Jones MD
 
Sr Physician, Section Head, Sports Medicine
50.0
.......................0
        X   1,017,290 0 68,860
(39) Jose Mena MD
 
Sr Physician
50.0
.......................0
        X   944,127 0 56,770
(40) Scott Montgomery MD
 
Sr Physician
50.0
.......................0
        X   1,028,356 0 54,770
(41) Benjamin Peeler MD
 
Physician
50.0
.......................0
        X   1,000,000 0 0
(42) Scott Boudreaux
 
Former Key Employee
0.0
.......................0.0
          X 0 137,635 10,012
(43) Mark French
 
Former Key Employee
0.0
.......................50.0
          X 0 237,707 42,292
(44) Patrick Shannon
 
Former Key Employee
0.0
.......................50.0
          X 0 155,161 15,528
(45) Beth E Walker
 
Former Key Employee
50.0
.......................0.0
          X 259,913 0 31,895
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 14,542,042 7,948,263 2,907,893
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1,751
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
LOUISIANA STATE UNIVERSITY

433 BOLIVAR ST
NEW ORLEANS,LA70112
PURCHASED PHYSICIAN SERVICES 16,345,624
CLEMENT BUILDING CO LLC

3621 RIDGELAKE DR
SUITE 203
METAIRIE,LA70002
Construction 7,845,530
GJERSET & LORENZ LLP

2801 VIA FORTUNA
SUITE 500
AUSTIN,TX78746
Legal Services 7,087,641
MAYO COLLABORATIVE SERVICES INC dba MAYO MEDICAL LABORATORIES

3050 SUPERIOR DRIVE NW
ROCHESTER,MN55905
Lab Services 4,612,970
ANESTHESIA CONSULTANTS OF THE SOUTH

2820 NAPOLEON AVENUE
SUITE 650
New Orleans,LA70115
Anesthesia Services 3,531,098
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet145
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 494,765
b Membership dues..1b  
c Fundraising events..1c 799,602
d Related organizations1d  
e Government grants (contributions)1e 1,060,443
f All other contributions, gifts, grants, and similar amounts not included above1f 26,238,691
g Noncash contributions included in lines 1a-1f:$ 335,907
h Total.Add lines 1a-1f.......MediumBullet 28,593,501
 Program Service RevenueAmt Business Code
2a Patient Service Revenue 621110 6,520,572,537 6,514,477,460 247,241 5,847,836
b Elmwood Fitness Center 713940 13,598,949 13,598,949    
c Education Revenue 611600 10,992,778 10,992,778    
d Research Revenue 900099 8,054,622 8,054,622    
e Rental From Physical Plant 531120 2,121,694     2,121,694
f All other program service revenue. 330,653 33,314 276,072 21,267
g Total.Add lines 2a–2f.....MediumBullet 6,555,671,233
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 16,628,627   93,940 16,534,687
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 370,653     370,653
(ii) Personal (i) Real
6a Gross rents   3,216,555
b Less: rental expenses   2,309,665
c Rental income or (loss) 0 906,890
d Net rental income or (loss)......MediumBullet 906,890     906,890
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 1,504,895 81,507,498
b Less: cost or other basis and sales expenses 407,871 76,546,618
c Gain or (loss) 1,097,024 4,960,880
d Net gain or (loss).....MediumBullet 6,057,904     6,057,904
8a Gross income from fundraising events (not including $ 799,602of contributions reported on line 1c). See Part IV, line 18 ....
a 555,988
b Less: direct expenses ...b 927,488
c Net income or (loss) from fundraising events..MediumBullet -371,500   -371,500
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 31,784,643
b Less: cost of goods sold ..b 19,457,117
c Net income or (loss) from sales of inventory..MediumBullet 12,327,526   1,621,167 10,706,359
Business Code Miscellaneous Revenue
11a Management Services Revenue 541611 1,655,016   1,133,178 521,838
b Administrative Fellows 611430 150,000   150,000  
c Electronic Medical Record System Support 541511 5,951,674   5,951,674  
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 7,756,690
12 Total revenue. See Instructions......MediumBullet 6,627,941,524 6,547,157,123 9,473,272 42,717,628
Form 990 (2015)
Form 990 (2015)
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).Check if Schedule O contains a response or note to any line in this Part IX ..............
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 domestic organizations and domestic governments. See Part IV, line 21 266,602 266,602
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 38,214 38,214
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 10,217,717 8,670,093 1,547,624 0
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 767,259 767,259    
7 Other salaries and wages 1,046,804,872 907,164,126 139,342,910 297,836
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 39,360,203 36,247,939 3,098,908 13,356
9 Other employee benefits ....... 50,802,255 36,245,413 14,499,130 57,712
10 Payroll taxes ........... 59,973,703 51,622,175 8,332,231 19,297
11 Fees for services (non-employees):        
a Management ...... 43,928,144 3,010,664 40,909,929 7,551
b Legal ......... 7,205,060 106,749 7,098,311  
c Accounting ........... 39,374   39,374  
d Lobbying ........... 873,374   873,374  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 788,538   788,538  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 115,006,898 73,784,313 41,210,097 12,488
12 Advertising and promotion .... 1,304,652 937,681 366,671 300
13 Office expenses ....... 99,279,835 87,209,676 12,021,865 48,294
14 Information technology ...... 8,018,089 6,235,744 1,782,345  
15 Royalties ..        
16 Occupancy ........... 99,107,718 34,885,939 64,219,240 2,539
17 Travel ............ 2,358,521 1,617,372 734,117 7,032
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 4,360,883 3,079,562 1,280,054 1,267
20 Interest ........... 38,020,503 37,397,997 622,506  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 90,699,948 45,445,238 45,228,707 26,003
23 Insurance ... 27,956,605 24,997,790 2,958,815  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a DISCOUNTS & ALLOWANCES 4,024,947,215 4,024,843,034 104,181  
b MEDICAL SUPPLIES 354,721,459 354,545,528 173,776 2,155
c OUTSIDE PROVIDER 152,287,344 152,287,344    
d UNRELATED BUSINESS INCOME TAX 289,487 157,812 131,675  
e All other expenses 266,585,845 178,435,798 88,150,032 15
25 Total functional expenses. Add lines 1 through 24e 6,546,010,317 6,070,000,062 475,514,410 495,845
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 66,239,173 1 123,664,557
2 Savings and temporary cash investments ......... 205,849,497 2 326,751,971
3 Pledges and grants receivable, net ...... 7,404,654 3 24,016,363
4 Accounts receivable, net ............. 191,664,961 4 155,894,043
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
  5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6 0
7 Notes and loans receivable, net .... 139,869,659 7 169,394,608
8 Inventories for sale or use ........ 39,753,774 8 47,228,506
9 Prepaid expenses and deferred charges ...... 23,962,300 9 33,577,459
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,520,455,691
b Less: accumulated depreciation 10b 975,604,590 539,452,854 10c 544,851,101
11 Investments—publicly traded securities . 387,437,248 11 548,331,960
12 Investments—other securities. See Part IV, line 11 ..... 117,688,719 12 133,028,608
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ............... 54,559,286 14 54,560,085
15 Other assets. See Part IV, line 11 ........... 33,412,596 15 18,574,255
16 Total assets. Add lines 1 through 15 (must equal line 34)... 1,807,294,721 16 2,179,873,516
Liabilities 17 Accounts payable and accrued expenses ..... 220,625,901 17 251,219,507
18 Grants payable ...   18  
19 Deferred revenue ......... 14,514,641 19 12,370,494
20 Tax-exempt bond liabilities ......... 499,724,235 20 520,594,843
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other 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 .. 62,429,031 23 364,661,709
24 Unsecured notes and loans payable to unrelated third parties .. 52,985,000 24 52,430,000
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D 200,334,074 25 189,912,387
26 Total liabilities. Add lines 17 through 25.. 1,050,612,882 26 1,391,188,940
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 688,569,069 27 698,578,072
28 Temporarily restricted net assets ........... 44,715,880 28 66,343,768
29 Permanently restricted net assets 23,396,890 29 23,762,736
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 756,681,839 33 788,684,576
34 Total liabilities and net assets/fund balances ........ 1,807,294,721 34 2,179,873,516
Form 990 (2015)
Form 990 (2015)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
6,627,941,524
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
6,546,010,317
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
81,931,207
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
756,681,839
5
Net unrealized gains (losses) on investments ...............
5
-21,662,505
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-28,265,965
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
788,684,576
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2015)
Form 990 (2015)
Additional Data


Software ID: 15000238
Software Version: 2015v2.1
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10.  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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 VI.) ..            
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) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2015 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2015
(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2016. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v2.1
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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Name of the 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 on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, 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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
Name of organization
OCHSNER CLINIC FOUNDATION
 
Employer identification number
72-0502505
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 3
Name of organization
OCHSNER CLINIC FOUNDATION
 
Employer identification number

72-0502505
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
OCHSNER CLINIC FOUNDATION
 
Employer identification number

72-0502505
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(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) (2015)

Additional Data


Software ID: 15000238
Software Version: 2015v2.1
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 BulletInformation about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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 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 function 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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2015

Schedule C (Form 990 or 990-EZ) 2015
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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) ............................................... 0  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................................... 826,008  
c Total lobbying expenditures (add lines 1a and 1b) ....................................................................... 826,008  
d Other exempt purpose expenditures ......................................................................................... 6,069,174,054  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................................... 6,070,000,062  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
1,000,000 0
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2012 (b) 2013 (c) 2014 (d) 2015 (e) Total
2a Lobbying nontaxable 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 698,827 739,626 766,727 826,008 3,031,188
d Grassroots nontaxable 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     0 0 0
Schedule C (Form 990 or 990-EZ) 2015


Schedule C (Form 990 or 990-EZ) 2015
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)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(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? ...................................................................................................................
 
 
 
j
Total. Add 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 carry over 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) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible 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
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v2.1

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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 can 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" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 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, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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 section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), 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)
Revenue included on 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 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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" on 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 XIII 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, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" on 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 .... 33,633,473 30,504,804 28,003,991 26,449,386 29,000,762
b Contributions ... 340,496 138,247 594,194 112,431 113,975
c Net investment earnings, gains, and losses 27,886 3,916,658 3,696,563 1,850,353 -1,274,665
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
231,799 926,236 1,789,944 408,179 1,390,686
f Administrative expenses ....          
g End of year balance ...... 33,770,056 33,633,473 30,504,804 28,003,991 26,449,386
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet3.96 %
b
Permanent endowment SchDMd Bullet70.37 %
c
Temporarily restricted endowment SchDMd Bullet25.67 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
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" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ... 4,517,929 30,370,868 34,888,797
b Buildings 1,853,445 699,104,718 434,286,831 266,671,332
c Leasehold improvements   75,624,360 43,455,438 32,168,922
d Equipment ...   657,842,856 471,979,357 185,863,499
e Other ...   51,141,515 25,882,964 25,258,551
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 544,851,101
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. 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    
(3)Other
(A) COMMONFUND CAPITAL INTERNATIONAL PARTNERS VI
847,510 F

(B) COMMONFUND CAPITAL INTERNATIONAL PARTNERS VII
1,462,345 F

(C) COMMONFUND CAPITAL NATURAL RESOURCES VI
517,622 F

(D) COMMONFUND CAPITAL NATURAL RESOURCES VII
2,122,039 F

(E) COMMONFUND CAPITAL NATURAL RESOURCES VIII
2,062,292 F

(F) COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VI
482,044 F

(G) COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VII
824,358 F

(H) COMMONFUND CAPITAL VENTURES PARTNERS VII
385,132 F

(I) COMMONFUND CAPITAL VENTURES PARTNERS VIII
1,868,877 F

(J) COMMONFUND CAPITAL VENTURES PARTNERS IX
4,515,037 F

(K) J O HAMBRO GLOBAL SELECT FUND
25,575,043 F

(L) LEXINGTON CAPITAL PARTNERS VII (OFFSHORE)
1,668,324 F

(M) OVERSTONE GLOBAL EQUITY FUND
   

(N) CLIFTON DEFENSE EQUITY FUND
   

(O) PARK STREET PRIVATE EQUITY FUND VI
1,081,307 F

(P) COMMONFUND CAPITAL INTERNATIONAL PARTNERS V
439,404 F

(Q) Brevan Howard Credit Catalysts Fund
   

(R) Millennium International LTD
25,250,955 F

(S) Parametric Defensive Equity Fund
21,578,584 F

(T) Polunin Developing Countries Fund
9,952,056 F

(U) Wellington Durable Companies
18,685,213 F

(V) DW Catalyst Offshore Fund LTD
13,710,466 F
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 133,028,608
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 60,243
PENSION OBLIGATIONS 154,911,035
INVESTMENT IN BRENT HOUSE HOTEL (EQUITY BASIS)  
LEASE LIABILITY 3,975,237
LIABILITY TRUST FUND 13,118,802
WORKER'S COMPENSATION LIABILITY 9,225,117
CONTRACT RETENTIONS 1,005,251
SPLIT INTEREST LIABILITY 662,996
RESERVE FOR RECOUPMENTS 4,224,679
Interest Rate Swap Liability 510,192
MISCELLANEOUS 2,218,835
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 189,912,387
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
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 (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 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 XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
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 XIII.) ............ 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 XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  

Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part V, Line 4 Intended uses of endowment funds 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, ALZHEIMER'S CARE, NURSING EDUCATION, AND ADVANCEMENT IN ANESTHESIA.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The text of the footnote to the consolidated financial statements that reports the liability for uncertain tax positions is as follows: "OCF and its subsidiaries qualify as tax-exempt organizations under Section 501(a) and are described in Section 501(c)(3) of the Internal Revenue Code and are exempt from federal and state income taxes. Management annually reviews its tax positions and has determined that there are no material uncertain tax positions that require recognition in the accompanying consolidated balance sheets."
Schedule D (Form 990) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v2.1




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
OCHSNER CLINIC FOUNDATION
 
Employer identification number

72-0502505
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
Central America and the Caribbean 0 0 Investments   38,268,487
Europe (Including Iceland and Greenland) 0 0 Investments   62,314,874
Central America and the Caribbean 0 0 Grantmaking   38,214
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 100,621,575
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 100,621,575
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(a)(c) Region (b)(d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
Central America and the Caribbean Clinic Construction 8,220 Wire/Cash      
Central America and the Caribbean Water Project 4,675 Wire      
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
1
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
EDUCATION PROGRAM SUPPORT Central America and the Caribbean 350     8,113 Uniforms/supplies FMV
Food & Nutrition Central America and the Caribbean 350     6,950 Food for students and parents FMV
Medical Equipment/Treatment Central America and the Caribbean 2,000     10,256 Medical equipment/treatment FMV
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds All international grants obtain an additional layer of approval from the Internal Audit and Compliance department. The Director of Internal Audit ensures compliance with donor restrictions, reviews payment procedures and tracks the use of proceeds.
Schedule F, Part I, Line 3 Investments Amounts This section reflects the book value of foreign investments made in 2015 and prior years. Investments and values are as follows: Central America and the Caribbean: * DW Catalyst Offshore Fund LTD, Cayman Islands, $15,187,688 * Lexington Capital Partners VII (Offshore), Cayman Islands, $1,580,799 * Millennium International, LTD, C/o Globeop Financial Services (Cayman) Limited, Grand Cayman: $21,500,000 EUROPE: * Comgest Growth Emerging Markets, c/o RBC Dexia Investor Services, Ireland: $14,672,876 * J.O. Hambro Capital Management, c/o RBC Dexia Investor Services, Ireland: $21,500,618 * Overstone Fund PLC, c/o Northern Trust Int'l Fund Admin Services, Ireland: $26,141,380
Schedule F, Part III(c) Estimated Number of Recipients The Educational, Food & Nutritional Programs provided nutritional support, potable water, uniforms, school supplies, etc. to over 350 students and children. Care & support (medical) was also provided through various programs to over 1,500 patients in need, and on the week that the medical students were available, care was provided to close to 500 patients.
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS All international grants obtain an additional layer of approval from the Internal Audit and Compliance department. The Director of Internal Audit ensures compliance with donor restrictions, reviews payment procedures and tracks the use of proceeds.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2015
Additional Data


Software ID: 15000238
Software Version: 2015v2.1



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" on 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 arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
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.


(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 contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

Breast Cancer Gala
(event type)
(b) Event #2

King Cake Festival
(event type)
(c) Other events

4
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

1,145,041

155,763

54,786

1,355,590

2

Less: Contributions . . . .

694,443

61,404

43,755

799,602
3 Gross income (line 1 minus
line 2) . . . . . .

450,598

94,359

11,031

555,988



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . . 88,200 12,097   100,297
6 Rent/facility costs . . . . 288,044 108,080 7,440 403,564
7 Food and beverages . . . 220,427 18,271 13,137 251,835
8 Entertainment . . . . 24,200 6,800   31,000
9 Other direct expenses . . . 70,239 56,126 14,427 140,792
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 927,488
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -371,500
Part III
Gaming. Complete if the organization answered "Yes" on 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

Noncash prizes . . . .

 

 

 

 

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

70,239

56,126

14,427

140,792


6


Volunteer labor . . . .
%
%
%


7

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

 

8

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct 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:
 
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 3
11
Does the organization conduct 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? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter 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 of the third party:
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
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2015
Additional Data


Software ID: 15000238
Software Version: 2015v2.1
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
OCHSNER CLINIC FOUNDATION
 
Employer identification number

72-0502505
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did 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
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance 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 Financial Assistance at cost
(from Worksheet 1) . . .
    47,981,343   47,981,343 0.74 %
b Medicaid (from Worksheet 3, column a) . . . . .         0 0 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .         0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 47,981,343 0 47,981,343 0.74 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     1,770,862 980,686 790,176 0.01 %
f Health professions education (from Worksheet 5) . . .     42,021,812 30,662,588 11,359,224 0.18 %
g Subsidized health services (from Worksheet 6) . . . .         0 0 %
h Research (from Worksheet 7) .     15,716,902 8,545,701 7,171,201 0.11 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     272,918   272,918 0 %
j Total. Other Benefits . . 0 0 59,782,494 40,188,975 19,593,519 0.30 %
k Total. Add lines 7d and 7j . 0 0 107,763,837 40,188,975 67,574,862 1.05 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(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     6,364   6,364 0 %
2 Economic development     24,894   24,894 0 %
3 Community support     68,132   68,132 0 %
4 Environmental improvements     236   236 0 %
5 Leadership development and
training for community members
    7,147   7,147 0 %
6 Coalition building         0 0 %
7 Community health improvement advocacy     21,753   21,753 0 %
8 Workforce development     50,150   50,150 0 %
9 Other         0 0 %
10 Total 0 0 178,676 0 178,676 0 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did 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. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
30,737,234
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
0
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
294,204,994
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
292,294,530
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
1,910,464
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
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(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) 2015
Schedule H (Form 990) 2015
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?4
Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 OCHSNER MEDICAL CENTER
1516 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
https://www.ochsner.org/locations/ochsner-medical-center/
163
X X   X   X X     A
2 OCHSNER MEDICAL CENTER-BATON ROUGE
17000 MEDICAL CENTER BLVD
BATON ROUGE,LA70816
https://www.ochsner.org/locations/ochsner-medical-center-baton-rouge/
555
X X         X     A
3 OCHSNER MEDICAL CENTER-NORTH SHORE
100 MEDICAL CENTER DR
SLIDELL,LA70461
https://www.ochsner.org/locations/ochsner-medical-center-north-shore/
678
X X   X     X     A
4 OCHSNER ST ANNE GENERAL HOSPITAL
4608 HIGHWAY 1
RACELAND,LA70394
https://www.ochsner.org/locations/ochsner-st-anne/
594
X       X   X     A
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
A
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10   No
a If "Yes" (list url):  
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b Yes  
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
A
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
https://www.ochsner.org/patients-visitors/billing-and-financial-services/financial-assistance/
b
https://www.ochsner.org/patients-visitors/billing-and-financial-services/financial-assistance/
c
d
e
f
g
h
i
Billing and Collections
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

A
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 7
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Schedule H, Part V, Section B, Line 5 Facility A, 1 Facility A, 1 - Ochsner Clinic Foundation Reporting Group A (All Hospitals). Information from the public was solicited in two ways: interview of Key Community Stakeholders and surveys of vulnerable populations. The hospital identified key community stakeholders, leaders from organizations that have special knowledge and or expertise in public health, agencies with information relative to the health needs of the community and representatives of medically underserved, low-income, minority populations and populations with chronic disease needs in the community. Such persons were interviewed, participated in focus groups and/or were surveyed as part of the needs assessment planning process. The surveys of vulnerable populations were generally administered by local community-based organizations providing services to vulnerable populations in the hospitals' service areas, at their locations. The surveys were 32 questions offered in English, Spanish, and Vietnamese. Vulnerable populations were identified by the CHNA oversight committee and through stakeholder interviews. Vulnerable populations targeted by the surveys were residents that were: seniors, low-income (including families), uninsured, Latino, chronically ill, had a mental health history, homeless, literacy challenged, limited English speaking, women of child bearing age, diabetic, and residents with special needs. Input was received from all of these targeted groups. Multiple attempts were made to contact the key community stakeholders identified. To increase representation, local community based organizations were trained to administer the survey in person at their locations. Top community health needs were identified and prioritized by community leaders during a regional community health needs identification forum held in August 2015. Consultants presented to community leaders the CHNA findings from analyzing secondary data, key stakeholder interviews, and surveys. Community leaders discussed the data presented, shared their visions and plans for community health improvement in their communities, and identified and prioritized the top community health needs in the community. The following is a list of community organizations that participated in the regional community health needs assessment process: * Acadian Ambulance * ARC of St. Charles * ARC of St. Tammany * Baton Rouge Community College * Boys and Girls Club Westbank * BREC * Baton Rouge Division of Human Development and Services * Cancer Association of Greater New Orleans (CAGNO) * Catholic Charities * Chief - HIV Division of Infectious Disease * Children's Special Health Services * City of Kenner * City of New Orleans * City of Slidell * COAST - Slidell Senior Center * Community Service Center * Covington Police Department * Daughters of Charity - N.O * Delgado Community College * Director - Medical Student Clerkship * Division of Human Development & Services * EQ Health Solutions * Fifth District Savings and Loan * First Baptist Church * Greater New Orleans Foundation * Healthy Start New Orleans * Healthy Baton Rouge Initiative * Humana Louisiana * Institute of Women and Ethnic Studies * Jefferson Business Council * Jefferson Parish * Jefferson Parish Commissioner * Jewish Community Center * Kenner Council on Aging and Parks and Recreation * Kingsley House * Local Businessman * Louisiana Office of Public Health * Louisiana Public Health Institute * LSU Health Science Center, Allied Health * LSUIH-HIV Outpatient Clinic * McFarland Institute * Methodist Health Foundation * NAMI * NAMI St. Tammany * New Wine Fellowship * NO/AIDS Task Force * Nouveau Marc Residential Retirement Living * Ochsner Health System * PACE Greater New Orleans * Pickering and Cotogno * Plaquemines Community CARE * Plaquemines Parish Community Action Agency * Prevention Research Center at Tulane University * Raceland Raw Sugar * S.A.L.T * Second Harvest Food Bank * SMH Foundation Board * Southeast La. Legal Services * St. Tammany EDF * St. Tammany Outreach for the Prevention of Suicide (STOPS) * St. Tammany Parish Fire District 4 * STPH Community Wellness Center * Susan G. Komen, New Orleans * The Good Samaritan Ministry * The McFarland Institute * Travelers Aid Society of GNO * Tulane University School of Medicine * United way 211 help line (VIALink) * VIET * Watson Memorial Teaching Ministries * West Jefferson Civic Coalition * Workforce Commission * YMCA BR * Youth Service Bureau- Slidell Client Services and CASA
Schedule H, Part V, Section B, Line 6a Facility A, 1 Facility A, 1 - Ochsner Clinic Foundation Reporting Group A (All Hospitals). The CHNA was conducted with a number of other hospital facilities. * Ochsner Medical Center Kenner * St. Charles Parish Hospital * Children's Hospital of New Orleans * Touro Infirmary * University Medical Center New Orleans * East Jefferson General Hospital * West Jefferson Medical Center * Slidell Memorial Hospital * St. Tammany Parish Hospital
Schedule H, Part V, Section B, Line 11 Facility A, 1 Facility A, 1 - A-1 Ochsner Medical Center (including Ochsner Baptist - A Campus of Ochsner Medical Center and Ochsner Medical Center - West Bank Campus). 2015 update on 2013 Community Health Needs Assessment Significant needs identified and measures taken and resources available to address those needs Need: Access to healthcare and medical services (i.e., primary, specialty, preventive, and mental) * Provided medical services in neighborhoods across region (Metairie, Lakeview, Elmwood, Mid-city, Algiers, Lapalco, Belle Chasse, Gretna, Marrero) including Infectious Disease (HIV/AIDs) at Jefferson Hwy facility * Increased available healthcare providers by providing clinical training opportunities to students from the University of Queensland, Loyola, Our Lady of Holy Cross and Delgado * Engaged and prepared K-12 students in STEM and health career exploration through Field Trips, Girl Scout programs and Job Shadows * Provided access to healthcare through School based health centers at Bonnabel HS (2409 visits) and Ehret HS (2585 visits) * Developed and offered High Performance Network to insurers and businesses -enrollment increased 135% * Assisted community members and patients with the Medicaid application process and payment plans. OMC is an approved Medicaid application center. Increased approved applications by 30%; number of patients funded increased 21% and total dollars funded increased 23%. * Improved access to medical record information across region/providers. Utilized Epic Care Everywhere and Care Elsewhere to share records-430,000 records received system-wide * Improved access to critical care expertise across LA utilizing telemedicine E-ICU to connect 6 hospitals including OMC, Baptist and Westbank to centralized monitoring services * Improved evaluation and treatment of patients with signs/symptoms of a stroke through Tele-stroke program with 31 sites including OMC, Baptist and Westbank * Provided interpretation services at all locations: face to face, online, and via devices. The number of patients served increased by 9.4% for the integrated health system. * Utilized CMS ACO model to reduce the cost of healthcare and improve outcomes CMS Shared Savings program * Facilitated and Supported Implementation of Affordable Insurance Exchanges in our communities by participating as a Champion for Coverage and a Certified Counselor Organization in all regions including OMC. 1200 families enrolled system wide. * Raised awareness in healthcare field for the unemployed and underemployed members of the community, preparing participants with life skills (financial education, job readiness, basic literacy and computer skills) - MA NOW and MA YOST program in Orleans and Jefferson Parish Need: Access to community/support services to sustain a healthy environment And Need: Promotion of healthy lifestyles and behaviors (specific focus on chronic disease) * Provided education on chronic health conditions through community education, screenings and nurse consultations (Freret Street Fest, Lakeside Expo, Men's Health event) * Educated K-12 students on how to access and prepare healthy food options through a targeted after school hands-on curriculum developed by Ochsner at Belle Chasse YMCA, Boys Club/Girls Club, Communities in School * Encouraged education about healthy lifestyles and improve student and teacher wellness at Jefferson parish public schools. * Partnered with employers to improve the health and wellness of their employees. System-wide, 16,310 employees were screened at 72 events at worksites. * Partnered with community organizations to improve the health and wellness of the community providing Eat Fit NOLA to over 60 local restaurants. * Improved physical fitness and activity in the community by providing access to a Mobile Fitness Bus (I Can Do it Bus) through sessions with schools in Jefferson and Orleans parishes * Increased community awareness of outreach programs available to address community health needs by educating patients, families and employees. Calendar views by unique patients increased system wide to over 43,000. * Provided multiple forums for education of community on current health topics including in person sessions and Hello Health on TV. System-wide, 1121 indviduals attended 41 in person sessions, and 19 sessions were broadcast live on WLAE. * Offered free cost smoking cessation clinics for adults at 8 sites in the OMC region. * Improved the health and quality of Ochsner employees and families utilizing Pathway to Wellness and Virgin Health Miles. Increased # of employees meeting goals and # of employees participating in program system wide. * Participated in state-wide efforts to decrease premature birth rates and improve birth outcomes All identified significant needs were addressed.
Schedule H, Part V, Section B, Line 11 Facility A, 2 Facility A, 2 - A-2 Ochsner Medical Center-Baton Rouge. 2015 update on 2013 Community Health Needs Assessment Significant needs identified and measures taken and resources available to address those needs Need: Access to healthcare and medical services (i.e., primary, specialty, preventive, and mental) * Increased medical services in neighborhoods across region (Denham Springs, Hammond, Prairieville) - adding clinic and freestanding ED in Iberville Parish (Plaquemine) * Utilized telemedicine to assess and improve triage of mental health patients in the ED in Baton Rouge (partnership with OMC Jefferson Highway) * Increased available healthcare providers by providing clinical training opportunities to students from Baton Rouge Community College, LSU, Our Lady of the Lake. * Engaged and prepared K-12 students in STEM and health career exploration through Field Trips and Job Shadows. * Developed and offered High Performance Network to insurers and businesses -enrollment increased 135% * Assisted community members and patients with the Medicaid application process and payment plans. Baton Rouge is an approved Medicaid application center. Increased approved applications by 11%; number of patients funded increased 38% and total dollars funded increased 63%. * Improved access to medical record information across region/providers. Utilized Epic Care Everywhere and Care Elsewhere to share records-430,000 records received system-wide * Improved access to critical care expertise across LA utilizing telemedicine E-ICU to connect 6 hospitals including Baton Rouge to centralized monitoring services * Improved evaluation and treatment of patients with signs/symptoms of a stroke through Tele-stroke program with 31 sites including Baton Rouge. * Provided interpretation services at all locations: face to face, online, and via devices. The number of patients served increased by 9.4% for the integrated health system. * Utilized CMS ACO model to reduce the cost of healthcare and improve outcomes CMS Shared Savings program * Facilitated and Supported Implementation of Affordable Insurance Exchanges in our communities by participating as a Champion for Coverage and a Certified Counselor Organization in all regions including Baton Rouge. 1200 families enrolled system-wide. Need: Access to community/support services to sustain a healthy environment and Need: Promotion of healthy lifestyles and behaviors (specific focus on chronic disease) * Participated in community events that encourage healthy activities and lifestyles (Adopt a schools, community walks and Mayor's Healthy City committee) * Provided education on chronic health conditions through community education * Partnered with employers to improve the health and wellness of their employees. screened 16,310 employees, System-wide, and held 72 events at worksites. * Increased community awareness of outreach programs available to address community health needs by educating patients, families and employees. Calendar views by unique patients increased system-wide to over 43,000. * Provided multiple forums for education of community on current health topics including in person sessions and Hello Health on TV. System-wide, 1121 indviduals attended 41 in person sessions, and 19 sessions were broadcast live on WLAE. * Offered free cost smoking cessation clinics for adults at 5 sites in Baton Rouge region. * Improved the health and quality of Ochsner employees and families utilizing Pathway to Wellness and Virgin Health Miles. Increased # of employees meeting goals and # of employees participating in program system-wide. * Participated in state-wide efforts to decrease premature birth rates and improve birth outcomes Need not addressed due to limited availability of specialized clinical resources Prevention and Health Education focused on HIV/AIDS services: Ochsner Medical Center-Baton Rouge does not currently offer HIV/AIDS services on site. They continue to work with the Mayor's Healthy Baton Rouge initiative to identify ways that all Baton Rouge hospitals can impact HIV/AIDs rates in the community
Schedule H, Part V, Section B, Line 11 Facility A, 3 Facility A, 3 - A-3 Ochsner Medical Center-North Shore. 2015 update on 2013 Community Health Needs Assessment Significant needs identified and measures taken and resources available to address those needs Need: Access to healthcare and medical services (i.e., primary, specialty, preventive, and mental) * Provided medical services in neighborhoods across region (Covington, Mandeville, Pearl River, Abita Springs and Slidell) * Utilized telemedicine to assess and improve triage of mental health patients in the ED in North Shore (partnership with OMC Jefferson Highway) * Increased available healthcare providers by providing clinical training opportunities to students from Loyola, Delta College and Delgado. * Engaged and prepared K-12 students in STEM and health career exploration through Field Trips, Girl Scout programs and Job Shadows. * Developed and offered High Performance Network to insurers and businesses -enrollment increased 135% * Assisted community members and patients with the Medicaid application process and payment plans. North Shore is an approved Medicaid application center. Increased approved applications by 63%; number of patients funded increased 9% and total dollars funded increased 13%. * Improved access to medical record information across region/providers. Utilized Epic Care Everywhere and Care Elsewhere to share records- 430,000 records received system-wide * Improved access to critical care expertise across LA utilizing telemedicine E-ICU to connect 6 hospitals including North Shore to centralized monitoring services * Improved evaluation and treatment of patients with signs/symptoms of a stroke through Tele-stroke program with 31 sites including North Shore. * Provided interpretation services at all locations: face to face, online, and via devices. The number of patients served increased by 9.4% for the integrated health system. * Utilized CMS ACO model to reduce the cost of healthcare and improve outcomes CMS Shared Savings program * Facilitated and Supported Implementation of Affordable Insurance Exchanges in our communities by participating as a Champion for Coverage and a Certified Counselor Organization in all regions including North Shore. 1200 families enrolled system-wide. Need: Access to community/support services to sustain a healthy environment And Need: Promotion of healthy lifestyles and behaviors (specific focus on chronic disease) * Provided education on chronic health conditions through community education, screenings and nurse consultations: 7 health screenings (446 attendees); 47 support groups (1069 attendees); 1152 sports physicals; 10 seminars (226 attendees) * Increased community awareness of outreach programs available to address community health needs by educating patients, families and employees. Calendar views by unique patients increased system-wide to over 43,000. * Provided multiple forums for education of community on current health topics including in person sessions and Hello Health on TV. System-wide, 1121 indviduals attended 41 in person sessions, and 19 sessions were broadcast live on WLAE. * Partnered with employers to improve the health and wellness of their employees. System-wide screened 16,310 employees and held 72 events at worksites. * Offered free cost smoking cessation clinics for adults at 2 sites in North Shore region. * Improved the health and quality of Ochsner employees and families utilizing Pathway to Wellness and Virgin Health Miles. Increased # of employees meeting goals and # of employees participating in program system-wide. * Participated in state-wide efforts to decrease premature birth rates and improve birth outcomes Need not addressed due to limited availability of specialized clinical resources Prevention and Health Education focused on HIV/AIDS services: Ochsner Medical Center-North Shore does offer HIV/AIDS services on site however they do not provide specific outreach education on this topic
Schedule H, Part V, Section B, Line 11 Facility A, 4 Facility A, 4 - A-4 Ochsner St Anne General Hospital. 2015 update on 2013 Community Health Needs Assessment Significant needs identified and measures taken and resources available to address those needs Need: Access to healthcare and medical services (i.e., primary, preventive, and specialty) * Provided medical services in neighborhoods across region (Raceland, Lockport, Galliano) and specialty clinics at St Anne * Ensured continuation of medical services at Chabert Hospital by providing management services- safety net services for uninsured and underinsured in the region. Clinic visits increased 5% and ED visits increased 19%. * Provided Job Shadow opportunities to Hahnville High School students. * Provided interpretation services at all locations: face to face, online, and via devices. The number of patients served increased by 9.4% for the integrated health system. * Assisted community members and patients with Medicaid application process and payment plans. St. Anne is an approved Medicaid application center, increased approved applications by 36% and number of patients funded increased 25%. * Improved access to medical record information across region/providers. Utilized Epic Care Everywhere and Care Elsewhere to share records- 430,000 records received system-wide * Improved evaluation and treatment of patients with signs/symptoms of a stroke through Tele-stroke program with 31 sites, including St. Anne * Provided inpatient and outpatient mental health services at Ochsner St Anne. Need: Access to community/support services to sustain a healthy environment * Provided education on chronic health conditions through community education, screenings and nurse consultations (Senior Citizens centers (Grand Isle, Larose, Bayou Blue, Raceland, Gheens, Lockport), Community Health Fair, Women's Expo, Men's Expo, diabetes classes with Certified Diabetes Educator and the Dietician, prenatal classes, breastfeeding classes, sibling classes, CPR and First Aid classes, Hello Health Seminars, and Nutritional Seminars. 2150 attendees for the educational presentations and 2808 participants, over the age of 18, received free health screenings. * Increased community awareness of outreach programs available to address community health needs by educating patients, families and employees through newspaper advertisement and flyers. * Partnered with employers to improve the health and wellness of their employees (OxyChem, Lafourche parish government, Lafourche Council on Aging, Bollinger Shipyards, Raceland Sugarmill, SLECA) * Provided 548 Free Flu vaccines to community members, over the age of 18. Need: Residents Health and Wellness (specific to chronic disease) * Participated in community events that encourage healthy activity and lifestyles (Race for the Cure, Relay For Life, Bayou Bell Ringers 5K, Raceland Upper Elementary 5K, LOPA 5K American Heart Association 5K) * Partnered with employers to improve the health and wellness of their employees (OxyChem, Lafourche parish government, Lafourche Council on Aging, Bollinger, Lafourche Parish Sheriff's Department, Raceland Sugarmill) * Offered free smoking cessation clinics for adults at St. Anne hospital * Improved the health and quality of Ochsner employees and families utilizing Pathway to Wellness and Virgin Health Miles. Increased # of employees meeting goals and # of employees participating in program system wide. * Provided multiple forums for education of community on current health topics including in person sessions and Hello Health on TV. System-wide, 1121 indviduals attended 41 in person sessions, and 19 sessions were broadcast live on WLAE. All identified significant needs were addressed.
Schedule H, Part V, Section B, Line 15 Facility A, 1 Facility A, 1 - OCHSNER CLINIC FOUNDATION REPORTING GROUP A (ALL HOSPITALS). The FAP application is provided to the patient or their representative immediately upon request.
Schedule H, Part V, Section B, Line 16 Facility A, 1 Facility A, 1 - OCHSNER CLINIC FOUNDATION REPORTING GROUP A (ALL HOSPITALS). The policy is included in patient billing statements.
Schedule H, Part V, Section B, Line 22 Facility A, 1 Facility A, 1 - OCHSNER CLINIC FOUNDATION REPORTING GROUP A (ALL HOSPITALS). A discount is applied to gross charges and represents the average payor yield by reviewing Medicare and the majority of commercial actual and expected payments (including the patient portion) over a year period. In no event are gross charges billed to a patient approved for financial assistance.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 8
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?78
Name and address Type of Facility (describe)
1 Ochsner Medical Center-Clinic
1512-16 Jefferson Highway
New Orleans,LA70121
Clinic
2 Ochsner Baptist Medical Center (Magnolia Building) (formerly NOSHI)
2626 Napoleon Ave
New Orleans,LA70115
Clinic
3 Ochsner Health Center-Covington
1000 Ochsner Boulevard
Covington,LA70433
Clinic
4 Ochsner Health Center - Baton Rouge (Summa Ave)
9001 Summa Ave
Baton Rouge,LA70809
Clinic
5 The Gayle and Tom Benson Cancer Center
1514 Jefferson Highway
New Orleans,LA70121
Clinic
6 Ochsner Health Center - Baptist McFarland Medical Plaza
4429 Clara Street
New Orleans,LA70115
Clinic
7 Ochsner Health Center-Slidell
2750 E Gause Blvd
Slidell,LA70461
Clinic
8 Ochsner Orthopedic Health Center - Slidell (Neuroscience Institute)
104 Medical Center Drive
Slidell,LA70461
Clinic
9 Ochsner Health Center-Slidell (Medical Center Dr)
103 Medical Center Drive
Slidell,LA70461
Clinic
10 Ochsner Health Center For Children - New Orleans
1315 Jefferson Highway
New Orleans,LA70121
Clinic
11 Ochsner Health Center - Baton Rouge (Medical Center Dr)
16777 17000 17050 Medical Center Dr
1759 1770 Physicians Park Dr
Baton Rouge,LA70816
Clinic
12 Ochsner Health Center-Metairie
2005 Veterans Blvd
Metairie,LA70002
Clinic
13 Elmwood Fitness Center-Elmwood
1200 S Clearview Pkwy
New Orleans,LA70123
Fitness Center
14 Leonard J Chabert Medical Center (Clinics)
1978 Industrial Blvd
Houma,LA70363
Clinic
15 Ochsner Health Center-Kenner (West Esplanade)
180-200 West Esplanade Ave
Kenner,LA70065
Clinic
16 Ochsner Health Center for Primary Care and Wellness
1401 Jefferson Hwy Rear Bldg
New Orleans,LA70121
Clinic
17 Ochsner Health Center-Lapalco
4225 Lapalco Blvd
Marrero,LA70072
Clinic
18 Ochsner Health Center-Driftwood
2120 Driftwood Blvd
Kenner,LA70065
Clinic
19 Ochsner Lieselotte Tansey Breast Center
1319 Jefferson Highway
New Orleans,LA70121
Clinic
20 Ochsner Health Center - Baptist Napoleon Medical Plaza & Imaging Center
2800-2820 Napoleon Ave
New Orleans,LA70115
Clinic
21 Ochsner Therapy & Wellness - Veterans
850 Veterans Memorial Blvd
Metairie,LA70005
Clinic
22 Ochsner Speciality Health Center-Slidell
1850 E Gause Blvd
Slidell,LA70458
Clinic
23 Ochsner Womens & Children's Health Center - Covington
101 E Judge Tanner Blvd
Covington,LA70433
Clinic
24 Ochsner Health Center-Central
11424-2 Sullivan Rd
Central,LA70818
Clinic
25 Ochsner Children's Health Center-Metairie
4901 Veterans Memorial Blvd
Metairie,LA70001
Clinic
26 Ochsner Health Center - Tangipahoa
41676 Veterans Ave
Hammond,LA70403
Clinic
27 Ochsner Health Center For Children-Slidell
2370 E Gause Blvd
Slidell,LA70461
Clinic
28 Ochsner Health Center-Prairieville
16222 Airline Hwy Ste A
Prairieville,LA70769
Clinic
29 Ochsner Family Doctor Clinic - Mathews
111 Acadia Dr
Raceland,LA70394
Clinic
30 Ochsner Health Center-West Bank (Meadowcrest)
120 Meadowcrest St
Gretna,LA70056
Clinic
31 Ochsner Womens Health Center - Raceland
104 Acadia Park Dr
Raceland,LA70394
Clinic
32 Ochsner Health Center-Denham Springs
30819 LA Hwy 16
Denham Springs,LA70726
Clinic
33 Ochsner Health Center-Baton Rouge Jefferson Place
8150 Jefferson Hwy
Baton Rouge,LA70809
Clinic
34 Ochsner Specialty Health Center - Raceland
141 Twin Oaks
Raceland,LA70394
Clinic
35 Ochsner Health Center-Luling
1057 Paul Maillard Rd
Luling,LA70070
Clinic
36 Ochsner Health Center-Belle Chasse
7772 Belle Chasse Hwy
Belle Chasse,LA70037
Clinic
37 Ochsner Health Center - Lakeview
101 West Robert E Lee Suite 201
New Orleans,LA70124
Clinic
38 Ochsner Health Center-Algiers
3401 Behrman Place
Algiers,LA70114
Clinic
39 Ochsner Health Center-Raceland
106 Cypress St
Raceland,LA70394
Clinic
40 Ochsner Health Center-Mandeville
2810 East Causeway Approach
Mandeville,LA70448
Clinic
41 Ochsner Health Center - Laplace Medical
735 W 5th St
LaPlace,LA70068
Clinic
42 Ochsner Children's Health Center-Destrehan
1970 Ormond Boulevard
Destrehan,LA70047
Clinic
43 Ochsner St Anne General Behavioral Health Center
4608 Hwy 1
Raceland,LA70394
Clinic
44 Ochsner Health Center-Mid-City
411 N Carrollton Ave Ste 4
New Orleans,LA70119
Clinic
45 Ochsner Health Center-Abita Springs
22070 Highway 59 Suite C
Abita Springs,LA70420
Clinic
46 Ochsner Health Center - Baptist Napoleon Medical Building
2633 Napoleon Ave
New Orleans,LA70115
Clinic
47 Ochsner Total Health Solutions
3211 N Causeway Blvd
Metairie,LA70002
Home Medical Equipment
48 Ochsner Health Center-Gretna
441 Wall Blvd
Gretna,LA70056
Clinic
49 Ochsner Health Center - Sherwood
170 McGehee
Baton Rouge,LA70815
Clinic
50 Ochsner Health Center - Lockport
1015 Crescent Ave
Lockport,LA70374
Clinic
51 Ochsner Medical Complex - Iberville
25455 LA Hwy 1
Plaquemine,LA70764
Clinic
52 Elmwood Fitness Center-Metairie (at Heritage Plaza)
111 Veterans Blvd
Metairie,LA70005
Fitness Center
53 Ochsner Health Center - West Bank (Medical Center)
111 Medical Center Blvd
Marrero,LA70072
Clinic
54 Ochsner Heart and Vascular Health Center-Hammond
16045 Doctors Blvd
Hammond,LA70403
Clinic
55 Destrehan Family Clinic
159 Longview Dr
Destrehan,LA70047
Clinic
56 Elmwood Fitness Center-Downtown
701 Poydras Street Annex
New Orleans,LA70139
Fitness Center
57 Ochsner Health Center - Pearl River
64629 LA 41
Pearl River,LA70452
Clinic
58 Elmwood Gymnastics Academy Elmwood Fitness Center
700 Elmwood Park Blvd
New Orleans,LA70123
Fitness Center
59 Ochsner Health Center - St James
1731 Lutcher Ave
Lutcher,LA70071
Clinic
60 Ochsner Womens Children's and Specialty Health Center - Slidell
105 Medical Center Drive
Slidell,LA70461
Clinic
61 Ochsner Health Center - River Parishes
502 Rue de Sante
LaPlace,LA70068
Clinic
62 Ochsner Specialty Health Center - Cedar Lake
1721 Medical Park Dr
Biloxi,MS39532
Clinic
63 Elmwood Fitness Center-Kenner
200 West Esplanade Suite 112
Kenner,LA70065
Fitness Center
64 Ochsner Health Center - Elmwood
1201 1221 S Clearview Pkwy
New Orleans,LA70121
Clinic
65 Ochsner Health Center - Uptown
3423 St Charles Ave
New Orleans,LA70115
Clinic
66 Ochsner Health Center-Harding
7855 Howell Place Blvd
Baton Rouge,LA70807
Clinic
67 Elmwood Fitness Center-West Bank
2220 Constitution St
New Orleans,LA70114
Fitness Center
68 Ochsner Specialty Health Center - Hancock Medical Center
149 Drinkwater Blvd
Bay St Louis,MS39520
Clinic
69 Ochsner Health Center-Denham Springs South
139 Veterans
Denham Springs,LA70726
Clinic
70 Elmwood Fitness Center-Brent House
1512 Jefferson Hwy
New Orleans,LA70121
Fitness Center
71 St Tammany Parish Hospital
1202 S Tyler St
Covington,LA70433
Clinic
72 Ochsner Specialty Health Center - Cut Off
102 West 112th St
Cut Off,LA70345
Clinic
73 Ochsner Research and Academics
1401 Jefferson Hwy Front Bldg
New Orleans,LA70121
Clinic
74 Ochsner Health Center-Slidell West
2104 Gause Blvd West
Slidell,LA70460
Clinic
75 Physical Therapy Building
506 Rue de Sante
LaPlace,LA70068
Clinic
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 9
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs 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.
Form and Line Reference Explanation
Schedule H, Part I, Line 3c Factors other than FPG for eligibility determination A Payment Advisor Score (PAS) is taken into consideration during the presumptive financial assistance process; however if a patient requests financial assistance, the PAS is not considered. The PAS is provided by a third party tool.
Schedule H, Part VI, Line 7 State filing of community benefit report The organization does not file a community benefit report with any state.
Schedule H, Part V, Section A Ochsner Medical Center Campuses - Facility Reporting Group A Ochnser Medical Center is a multi-campus hospital facility. The satellite locations were listed separately on the 2014 Form 990, Sch H, Part V, Facility Information. As they operate under the same license, they have been combined on this form in compliance with the instructions and the section 501(r) regulations. In addition to the campus on 1514 Jefferson Hwy., Ochsner Medical Center has the following satellite locations: * Ochsner Baptist-A Campus of Ochsner Medical Center, 2700 Napoleon Ave., New Orleans, LA 70115, https://www.ochsner.org/locations/ochsner-baptist/ * Ochsner Medical Center-West Bank Campus, 2500 Belle Chasse Hwy., Gretna, LA 70056, https://www.ochsner.org/locations/ochsner-medical-center-west-bank-campus/ * Ochsner Medical Ctr-Elmwood Campus, 1221 S. Clearview Parkway, Jefferson, LA 70121, https://www.ochsner.org/locations/ochsner-health-center-elmwood/
Schedule H, Part I, Line 6a Community benefit report prepared by related organization The community benefit report prepared by Ochsner Health System 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. Related organizations are Ochsner Health System (EIN 20-5296918) and Ochsner Community Hospitals (EIN 20-5297040).
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 85144144
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance OCF provides care to patients who meet certain criteria under its charity care policy without charge or at amounts less than its established rates. Records of charges forgone for services and supplies furnished under the charity care policy are maintained to identify and monitor the level of charity care provided. Because OCF does not pursue collection of amounts determined to qualify as charity care, they are not reported as revenue. OCF estimates its costs of care provided under its charity care programs by applying a ratio of direct and indirect costs to charges to the gross forgone charges associated with providing care to charity patients. OCF's gross charity care charges include only services provided to patients who are unable to pay and qualify under OCF's charity care policies. The ratio of cost to charges is calculated based on OCF's total expenses divided by gross patient revenue.
Schedule H, Part II Community Building Activities Ochsner endeavors to promote the health of the communities it serves through community building activities. Ochsner Community Hospitals promote economic growth in these areas by partnering and supporting organizations like Greater New Orleans Inc, Jefferson Economic Development Corporation, New Orleans Chamber Foundation, St. Tammany West Chamber of Commerce, United Negro College Fund, and local neighborhood associations and child development programs like the Girl Scouts of America and the Greater New Orleans Immunization Network. It also aims to engage and inspire high school students to pursue further education and careers in science and medicine through its STAR ("Science, Technology, Academics and Research") 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 and BEST! Science which offers science teachers the opportunity to bring students to Ochsner's iLab where they can perform experiments designed by our PhD scientists. One of the guiding principles of Ochsner community outreach is to partner with others for success. As the largest private employer in the region, Ochsner maintains strong relationships with the business and government sector as well as state and local community agencies. Its strong partnerships help address issues such as the high unemployment and underemployment rates in New Orleans. Ochsner is working with the City of New Orleans and Delgado Community College to train employees for the many positions needed in our industry and give residents a career path to stable employment. The MA Now (Medical assistant training) program and the Impact (Immediate Post Concussion Assessment and Cognitive Testing) program also include life skills lessons that prepare participants for success in their field. Ochsner provides programs to the communities we serve to increase their knowledge of healthy foods, through our CHOP (Cooking Healthy Options and Portions) after school cooking program at local schools and community centers and through Eat Fit NOLA, a free program which assists local restaurants to develop healthy menu items.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount 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 following methodology. OHS recognizes revenue on the basis of its standard rates of services provided (or on the basis of discounted rates, if negotiated or provided by policy). Based on historical experience, a significant portion of OHS's uninsured and underinsured patients will be incapable or reluctant to pay for the services provided. Therefore, OHS records a significant provision for bad debts in the period services are provided related to patient receivables and deductibles, copayments, or other amounts due from individual patients that have been deemed unwilling to pay.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology Ochsner does not classify or consider any of its bad debt expense as a community benefit. Bad debt expense does not include patients who are found to be eligible under the FAP.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote The footnote in the organization's financial statement that describes bad debt expense is described in the section entitled "Managed Care", beginning on page 27 of the attached Financial Statements. "OCF recognizes net patient service revenue associated with services provided to patients who have third-party payor coverage on the basis of contractual rates for the services rendered. For uninsured patients who are not eligible for charity care, OCF recognizes revenue on the basis of its standard rates for services provided (or on the basis of discounted rates, if negotiated or provided by policy). Based on historical experience, a significant portion of OCF's uninsured and underinsured patients will be incapable or reluctant to pay for the services provided. Therefore, OCF records a significant provision for bad debts in the period the services are provided related to patient receivables and deductibles, co-payments, or other amounts due from individual patients who have been deemed unwilling to pay."
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs Total revenue from Medicare and Medicare Allowable Costs were aggregated from the fiscal year cost reports filed with the Centers for Medicare and Medicaid Services for all hospitals. They do not include Medicare Advantage or payments related to Education or Research, in compliance with the instructions. Total revenue from Medicare has been taken from the E Series in the Medicare Cost Reports. For Medicare Allowable Costs, Worksheet D, Part V, Line 202, Column 5 was used for outpatient costs and Worksheet D-1, Part II, Line 49, and Worksheet D-1, Part III, Line 86, and Worksheet E, Part A, Line 55 was used for inpatient costs. The cost reports for Ochsner Clinic Foundation (Provider No. 19-0036) and Ochsner Bayou LLC (Provider No. 19-1324) cover the period 1/1/2015 - 12/31/2015. The cost report for Ochsner Medical Center - Baton Rouge (Provider No. 19-0202) covers the period 10/1/2014 - 9/30/2015. The cost report for Ochsner Medical Center - North Shore (Provider No. 19-0204) covers the period 4/1/2015 - 3/31/2016.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance Upon granting approval for 100% assistance, all collection efforts for that account will cease, the account will not be turned over to a collection agency, and Ochsner will not impose extraordinary collection efforts such as wage garnishments or liens.
Schedule H, Part V, Section B, Line 16a FAP website A - OCHSNER MEDICAL CENTER: Line 16a URL: https://www.ochsner.org/patients-visitors/billing-and-financial-services/financial-assistance/;
Schedule H, Part V, Section B, Line 16b FAP Application website A - OCHSNER MEDICAL CENTER: Line 16b URL: https://www.ochsner.org/patients-visitors/billing-and-financial-services/financial-assistance/;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website A - OCHSNER MEDICAL CENTER: Line 16c URL: https://www.ochsner.org/patients-visitors/billing-and-financial-services/financial-assistance/;
Schedule H, Part VI, Line 2 Needs assessment Ochsner serves the needs of the various communities throughout Southeast Louisiana through its commitment 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 three satellite locations) and approximately 60 health centers throughout Southeast Louisiana. Ochsner Health System is Louisiana's largest non-profit, academic, healthcare system. In order to identify the needs of the community, Ochsner reviews local and state publicly available data regarding the health status and issues in its region. Ochsner works with community organizations that collect information on their areas of focus to identify trends and areas where Ochsner has expertise that can make an impact. Ochsner collaborates 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. Examples of Ochsner's commitment to the community can be found in Part VI, Line 5.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance All uninsured patients are screened for Medicaid. This process takes place at the time of service, inpatient admissions, and if the patient is not screened at the time, the patient is contacted at home to determine eligibility. If the patients do not qualify for Medicaid, then they will be evaluated under the financial assistance policy. 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. Ochsner also offers zero interest payment plan options with payment terms ranging from six to 60 months.
Schedule H, Part VI, Line 4 Community information Ochsner Clinic Foundation is a multi-specialty healthcare delivery system consisting of seven hospitals (including three satellite locations) and approximately 60 health centers in Southeast 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 three satellite locations) and approximately 60 health centers. Ochsner employs approximately 1,000 physicians in over 90 medical specialties and subspecialties. Ochsner Clinic Foundation's patients vary in age, gender, and race due to the multi-specialty nature of the system. As of 2015, Ochsner Clinic Foundation's service area includes 2.5 million of Louisiana's 4.7 million people. At 19.6%, Louisiana has the third highest poverty level in the nation and about 35% of the population receives Medicaid or is uninsured. Approximately 965,000 or 20.7% receive Medicaid and approximately 593,000 or 14.2% are uninsured. 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 564 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 Baptist Medical Center, which was leased from Ochsner Community Hospitals beginning in March 2013, is a 102-bed satellite of Ochsner Medical Center, providing general medical and surgical acute care; an all-new Women's Pavilion offering full scope services for women of all ages and their newborns; imaging; and laser vision services. Ochsner Medical Center-West Bank Campus is a 165-bed satellite of Ochsner Medical Center, providing general medical and surgical acute care, emergency services and obstetrics, 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 and its three satellite hospitals serve the New Orleans Metropolitan Standard Area, which includes eight parishes surrounding New Orleans. The Metropolitan Standard Area population is approximately 1.3 million and about 38% of the population receives Medicaid or is uninsured. The poverty rate in the New Orleans Metro area is 18%, 27.7% in New Orleans itself. Approximately 316,000 or 25% receive Medicaid and approximately 158,000 or 12.5% are uninsured. Ochsner Medical Center-Baton Rouge is a 150-bed hospital located in the city of Baton Rouge within East Baton Rouge parish. East Baton Rouge parish has a population of about 819,000 people, of which about 92,000 were uninsured and about 155,000 received Medicaid. Ochsner Medical Center-North Shore is a 157-bed acute care facility located in Slidell, LA and serving the north shore of Lake Pontchartrain, north of New Orleans, LA. The population of its service area is approximately 526,000 people of which about 60,000 were uninsured and about 100,000 received Medicaid. Ochsner St. Anne General Hospital is a 35-bed acute care hospital that serves Lafourche parish, where it is located, and the surrounding parishes. The bayou region has a population of about 262,000 people, of which about 30,000 were uninsured and about 53,000 received Medicaid.
Schedule H, Part VI, Line 5 Promotion of community health Having a diverse representation of the community in the governing boards is an important part of making sure all aspects of the community Ochsner serves are being touched by the mission and vision of the 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 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 remaining board members are senior physician employees of Ochsner Clinic Foundation elected by their peers in accordance with Ochsner Clinic Foundation by-laws. Since 1944, academics have been an integral component of the mission, vision and strategy of the Ochsner organization. Operating one of the nation's largest independent academic medical centers, OCF trains over 275 residents and fellows annually in 23 independent OCF-sponsored accredited residency training 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 through an international partnership with the University of Queensland, Australia which allows US citizens to complete the first two years of Medical School in Australia and the second two years of Medical School at Ochsner. Ochsner's focus on research includes approximately 500 open clinical research trials in almost every specialty. Ochsner operates six basic science/transitional research laboratories and Ochsner scientists publish over 300 journal articles and book chapters each year. Donations and grants do not cover all of the research related costs. In addition to supplying the community's future healthcare providers and providing research to improve medical outcomes, Ochsner is also focused on improving the lifestyle of the patients it serves. Research has proven that many chronic health problems, such as diabetes, obesity and hypertension, are primarily caused by lifestyle choices. In order to reduce chronic disease in the community, Ochsner needs to change the choices and behaviors through exercise, nutrition and promotion of preventative health behaviors. Ochsner's community outreach strategy, led by the commitment of our board of directors and executive team, deploys institutional resources of time, expertise and funding to encourage and support individual and community wellness, focusing on root causes of preventable deaths and chronic disease. Ochsner has been at the forefront of population health management, developing strategies and providing support and education where people live, work, learn and play. Recognizing that good health happens outside our hospitals and clinics, Ochsner has developed partnerships with schools, churches, local sports teams, community centers and restaurants to encourage healthy behaviors. Ochsner has embarked on an ambitious project to transform the health and wellness of its community, using schools as the focal point. Change the Kids, Change the Future(TM) is an overarching philosophy to alleviate the cause instead of the symptom. The goal is to teach children how to make good lifestyle choices to affect meaningful, lasting change for the health and wellness of the community. Ochsner currently provides for two nurse practitioners at local high schools that staff fully functional clinics that see students through scheduled appointments and walk in visits. They also work with the schools to help educate the students about healthy choices. Ochsner also targets childhood obesity through a program at its fitness center, EFC On the Move - Driving to Fight Childhood Obesity, where children ages 9-13 learn about health and fitness in a non-competitive environment via Elmwood Fitness Center's Mobile Fitness Unit. The mobile unit provides fitness classes and weight training equipment. Licensed dieticians provide healthy nutrition information and the staff performs pre- and post- program measurements and exercise performance assessments. In 2013, Ochsner implemented an after school cooking program (CHOP) for middle school students in Jefferson parish public schools. Knowledge and behavioral improvement has been promising and the program will be expanded to other venues. Ochsner is also an advocate for the health and wellness of adults. Ochsner provided various free health screenings, such as glucose, blood pressure and total cholesterol, and health information to over 2,000 people at public health fairs. Ochsner's community outreach programs directly impacted over 105,000 individuals across our regions and reached over 374,000 people through our participation in community events. Ochsner educates people about the benefits of smart food and lifestyle choices through health fairs and cooking demonstrations. Ochsner also helps people stop smoking with its Tobacco Control & Prevention Program by attending corporate wellness events and partnering with area schools to provide educational materials and support. Ochsner offers 20 cessation clinic sites that provide free smoking cessation services to patients who are eligible for the Tobacco Trust program. Ochsner's nutritionists developed and implemented Eat Fit NOLA which offers a free service to local restaurants to offer healthy menu items, either by evaluating existing recipes or assisting in the development of new ones. Over 85 restaurants have signed up to participate in the program. The team developed a smartphone app for Eat Fit NOLA so that community members can find restaurants nearby that offer these items and see nutrition information. Ochsner works locally to improve the health of communities: Ochsner is an active participant with Healthy BR, Baton Rouge's mayor's initiative to improve the health of Baton Rouge residents. Ochsner is a key participant in the City of New Orleans Fit NOLA program which has developed partnerships aimed at improving the quality of life for all New Orleans residents. Ochsner and four other health care providers have formed 14 nonprofit organizations with the purpose to create a vehicle to provide services to low-income and needy patients. Ochsner contributed over $50 million to fund the organizations in 2015.
Schedule H, Part VI, Line 6 Affiliated health care system 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 within 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) 2015
Additional Data


Software ID: 15000238
Software Version: 2015v2.1
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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC 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) Louisiana State University Health Sciences Center
433 Bolivar
New Orleans,LA70112
72-6087770 See Part IV 51,922       General Grant Support
(2) Baton Rouge Area Chamber
564 Laurel St
Baton Rouge,LA70801
72-0126959 501(c)(6) 50,000       Contribution
(3) American Heart Association
110 Veterans Memorial Blvd 160
Metairie,LA70005
13-5613797 501(c)(3) 16,500       Contribution
(4) Susan G Komen Breast Cancer Foundation
4141 Veterans Blvd 202
Metairie,LA70002
72-1222127 501(c)(3) 12,500       Contribution
(5) American Cancer Society
250 Williams Street
Atlanta,GA30303
13-1788491 501(c)(3) 12,000       Contribution
(6) Jazz on the Bayou Easter Seals Louisiana
1010 Common St Suite 2440
New Orleans,LA70112
72-0694376 501(c)(3) 10,000       Contribution
(7) Hospice Foundation of the South
501 Robert Blvd 304
Slidell,LA70458
72-1484313 501(c)(3) 10,000       Contribution
(8) Junior League of New Orleans
4319 Carondelet Street
New Orleans,LA70115
72-6000609 501(c)(3) 7,500       Contribution
(9) Mayor's Healthy City Initiative
222 Saint Louis Street 3rd Floor
Baton Rouge,LA70802
27-2515190 501(c)(3) 6,668       Contribution
(10) Donate Life America
701 E Byrd Street 16th Floor
Richmond,VA23219
54-1626038 501(c)(3) 6,000       Contribution
(11) National Kidney Foundation of Louisiana
8200 Hampton St Ste 425
New Orleans,LA70118
72-0649707 501(c)(3) 5,500       Contribution
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
10
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Schedule I, Part II, Line 1(c) Louisiana State University Health Sciences Center The LSU Health Sciences Center is part of the Louisiana State University System, a Louisiana governmental entity.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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) 2015



Additional Data


Software ID: 15000238
Software Version: 2015v2.1


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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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 on 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 or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on 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
 
No
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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on 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 on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (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 in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1Warner L Thomas
  CEO / Board Member
(i)

(ii)
0
-------------
972,267
0
-------------
599,625
0
-------------
25,751
0
-------------
359,926
0
-------------
22,083
0
-------------
1,979,652
0
-------------
0
2Pedro Cazabon MD
  Board Member/Senior Physician
(i)

(ii)
312,913
-------------
0
29,934
-------------
0
10,197
-------------
0
30,248
-------------
0
15,784
-------------
0
399,077
-------------
0
0
-------------
0
3F Ralph Dauterive MD
  Board Member/Senior Physician (Board Term End 12/31/15)
(i)

(ii)
323,037
-------------
0
66,150
-------------
0
29,635
-------------
0
64,802
-------------
0
17,087
-------------
0
500,712
-------------
0
20,709
-------------
0
4Richard Deichmann MD
  Board Member/Senior Physician
(i)

(ii)
265,958
-------------
0
15,494
-------------
0
17,229
-------------
0
48,800
-------------
0
14,554
-------------
0
362,035
-------------
0
0
-------------
0
5Dennis Kay MD
  Board Member/Senior Physician
(i)

(ii)
622,845
-------------
0
21,000
-------------
0
36,593
-------------
0
51,652
-------------
0
15,364
-------------
0
747,455
-------------
0
24,139
-------------
0
6George Loss MD PhD
  Board Member/Senior Physician
(i)

(ii)
812,938
-------------
0
170,000
-------------
0
48,420
-------------
0
51,807
-------------
0
18,441
-------------
0
1,101,605
-------------
0
0
-------------
0
7Richard V Milani MD
  Board Member/Senior Physician (BOARD TERM END 12/31/15)
(i)

(ii)
523,548
-------------
0
155,003
-------------
0
78,299
-------------
0
95,625
-------------
0
18,004
-------------
0
870,479
-------------
0
24,744
-------------
0
8Patrick J Quinlan MD
  Board Member Ex Officio
(i)

(ii)
0
-------------
912,414
0
-------------
257,104
0
-------------
58,661
0
-------------
48,800
0
-------------
21,074
0
-------------
1,298,053
0
-------------
0
9Dana Smetherman MD
  Board Member/Senior Physician
(i)

(ii)
558,621
-------------
0
0
-------------
0
20,554
-------------
0
37,318
-------------
0
18,597
-------------
0
635,090
-------------
0
0
-------------
0
10David E Taylor MD
  Board Member/Senior Physician
(i)

(ii)
392,264
-------------
0
11,688
-------------
0
4,121
-------------
0
53,342
-------------
0
18,597
-------------
0
480,012
-------------
0
0
-------------
0
11Bobby C Brannon
  EVP & Treasurer
(i)

(ii)
454,510
-------------
0
183,567
-------------
0
44,677
-------------
0
30,800
-------------
0
16,940
-------------
0
730,494
-------------
0
0
-------------
0
12Michael F Hulefeld
  EVP & COO
(i)

(ii)
0
-------------
595,312
0
-------------
235,008
0
-------------
17,637
0
-------------
150,021
0
-------------
25,335
0
-------------
1,023,313
0
-------------
0
13Peter C November
  Secretary, Exec VP, & CAO
(i)

(ii)
0
-------------
449,716
0
-------------
227,919
0
-------------
60,323
0
-------------
194,741
0
-------------
18,335
0
-------------
951,034
0
-------------
0
14Scott J Posecai
  EVP & CFO
(i)

(ii)
0
-------------
577,204
0
-------------
303,694
0
-------------
31,712
0
-------------
247,497
0
-------------
12,245
0
-------------
1,172,352
0
-------------
0
15Scott Boudreaux
  Former Key Employee
(i)

(ii)
0
-------------
137,635
0
-------------
0
0
-------------
0
0
-------------
10,012
0
-------------
0
0
-------------
147,647
0
-------------
0
16Mark French
  Former Key Employee
(i)

(ii)
0
-------------
208,140
0
-------------
27,951
0
-------------
1,616
0
-------------
21,717
0
-------------
20,575
0
-------------
279,999
0
-------------
0
17Patrick Shannon
  Former Key Employee
(i)

(ii)
0
-------------
122,091
0
-------------
32,464
0
-------------
605
0
-------------
14,022
0
-------------
1,506
0
-------------
170,689
0
-------------
0
18Beth E Walker
  Former Key Employee
(i)

(ii)
230,319
-------------
0
28,200
-------------
0
1,394
-------------
0
24,800
-------------
0
7,095
-------------
0
291,809
-------------
0
0
-------------
0
19Joseph E Bisordi MD
  Exec VP Chief Medical Officer
(i)

(ii)
0
-------------
578,211
0
-------------
186,556
0
-------------
32,844
0
-------------
123,800
0
-------------
12,089
0
-------------
933,499
0
-------------
0
20Steven B Deitelzweig MD
  Sr Physician, Svc Line Ldr, Hospital Med
(i)

(ii)
361,841
-------------
0
34,525
-------------
0
1,630
-------------
0
36,655
-------------
0
20,861
-------------
0
455,512
-------------
0
0
-------------
0
21Bradley Goodson
  CEO NORTHSHORE REGION
(i)

(ii)
246,911
-------------
26,022
77,984
-------------
8,219
30,662
-------------
3,232
32,836
-------------
7,240
14,261
-------------
1,503
402,654
-------------
46,216
0
-------------
0
22Richard D Guthrie Jr MD
  Chief Quality Officer
(i)

(ii)
425,634
-------------
0
56,551
-------------
0
36,746
-------------
0
80,122
-------------
0
13,342
-------------
0
612,395
-------------
0
0
-------------
0
23Robert Hart MD
  Reg Med Dir, B.R. Reg
(i)

(ii)
33,845
-------------
364,781
8,826
-------------
95,126
3,308
-------------
35,652
1,412
-------------
52,724
597
-------------
6,435
47,988
-------------
554,718
0
-------------
0
24Yvens G Laborde MD
  Reg Med Dir, WB Reg
(i)

(ii)
322,660
-------------
0
72,466
-------------
0
17,318
-------------
0
55,849
-------------
0
17,429
-------------
0
485,722
-------------
0
0
-------------
0
25E Edward Martin Jr MD
  Reg Med Dir - N.S. Reg
(i)

(ii)
358,344
-------------
0
45,100
-------------
0
53,866
-------------
0
66,312
-------------
0
5,815
-------------
0
529,437
-------------
0
15,323
-------------
0
26J Eric McMIllen
  CEO, Baton Rouge Region
(i)

(ii)
285,490
-------------
0
89,126
-------------
0
3,903
-------------
0
24,800
-------------
0
11,157
-------------
0
414,476
-------------
0
0
-------------
0
27William W Pinsky MD
  Exec VP/Chief Academic Officer
(i)

(ii)
402,253
-------------
0
113,570
-------------
0
54,713
-------------
0
80,961
-------------
0
13,068
-------------
0
664,565
-------------
0
0
-------------
0
28Dawn Puente MD
  Reg Med Dir, NO Comm Hosp
(i)

(ii)
138,659
-------------
203,929
35,113
-------------
51,642
5,789
-------------
8,514
24,139
-------------
14,620
7,011
-------------
10,311
210,711
-------------
289,015
3,729
-------------
5,484
29Armin Schubert MD
  VPMA-OMC-Jeff Hwy
(i)

(ii)
481,234
-------------
0
9,850
-------------
0
8,819
-------------
0
48,800
-------------
0
18,597
-------------
0
567,300
-------------
0
0
-------------
0
30Robert Wolterman
  CEO OMC-Jeff Hwy
(i)

(ii)
0
-------------
404,606
0
-------------
48,474
0
-------------
30,042
0
-------------
50,250
0
-------------
16,019
0
-------------
549,392
0
-------------
0
31Cuong Bui MD
  Sr Physician
(i)

(ii)
916,351
-------------
0
269,544
-------------
0
80,529
-------------
0
21,925
-------------
0
19,006
-------------
0
1,307,355
-------------
0
0
-------------
0
32Deryk G Jones MD
  Sr Physician, Section Head, Sports Medicine
(i)

(ii)
929,920
-------------
0
72,320
-------------
0
15,050
-------------
0
52,115
-------------
0
16,745
-------------
0
1,086,151
-------------
0
0
-------------
0
33Jose Mena MD
  Sr Physician
(i)

(ii)
586,801
-------------
0
88,013
-------------
0
269,313
-------------
0
38,152
-------------
0
18,617
-------------
0
1,000,896
-------------
0
8,511
-------------
0
34Scott Montgomery MD
  Sr Physician
(i)

(ii)
669,283
-------------
0
158,424
-------------
0
200,649
-------------
0
33,239
-------------
0
21,531
-------------
0
1,083,126
-------------
0
0
-------------
0
35Benjamin Peeler MD
  Physician
(i)

(ii)
0
-------------
0
1,000,000
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
1,000,000
-------------
0
0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 1a First-class or charter travel Ochsner's travel policy allows employees to fly first-class under certain circumstances, such as when other seating is not available or for trans-oceanic flights. In addition, Ochsner hosts an annual retreat for its Board of Directors. Most of the attendees flew in a chartered aircraft, which was provided to Ochsner at no charge for the event.
Schedule J, Part I, Line 1a Travel for companions One Senior Physician Board Member received reimbursement for his wife's airfare for a conference. In addition, Ochsner hosts an annual retreat for its Board of Directors and Senior Management. The retreat is a relationship building event, as well as to provide the Directors and Managers with information and training as it relates to their governance at Ochsner, and the attendees' spouses are encouraged to attend. Ochsner provided travel, accommodations, and entertainment for some of the spouses of officers, key employees, and board members. Travel for companions were reported as taxable compensation to the employees or Board Members.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments The Board Members are typically reimbursed for any expenses that they incur on behalf of Ochsner. Occasionally, the reimbursement is taxable to the Board Members for income tax purposes, and Ochsner provides a gross-up payment in order to cover taxes related to such expenses. Three Board Members received gross-up payments in 2015.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan The following people participate in a Supplemental Executive Retirement Plan (SERP) which is part of the terms and conditions of their employment contracts with Ochsner Health System and Ochsner Clinic Foundation and is based on a targeted replacement of a set percentage of their salary at age 65. The SERP is classified as a Supplemental Non-Qualified Retirement Plan. This benefit is funded in a Trust Account with Capital One Bank. Following is a list of participants, any distributions made in 2015 and the increase in actuarial value during 2015, which is included within Schedule J, Part II, Column C. * Warner Thomas, President and Chief Executive Officer; no distribution; increase in actuarial value of $311,126 * Patrick Quinlan, M.D., Former Chief Executive Officer; no distribution; no increase in actuarial value * Michael Hulefeld, Executive Vice President and Chief Operating Officer; no distribution; increase in actuarial value of $125,221 * Peter November, Secretary, Executive Vice President, and Chief Administrative Officer; no distribution; increase in actuarial value of $116,441 * Scott Posecai, Executive Vice President and Chief Financial Officer; no distribution; increase in actuarial value of $198,697 * Bobby Brannon, Executive Vice President and Treasurer; no distribution; no increase in actuarial value Joseph Bisordi, M.D., Executive Vice President and Chief Medical Officer, participates in a Non-Qualified supplemental plan which is part of the terms and conditions of his employment contract with Ochsner Health System. The retirement calculation is a defined amount as a percent of base pay, calculated annually, and is earned in two vesting periods, one on March 31, 2013, age 63, and one following age 67 on September 18, 2016. This benefit is funded in a Trust Account with Capital One Bank. There was no distribution in 2015. The increase in actuarial value was $75,000. The following people participate in a 457(f) non-qualified, unfunded, deferred compensation plan, which was established in 2010. The Plan allows for discretionary initial contributions, vesting begins at age 55. The most recent three years are subject to forfeiture until the attainment of age 65. Annual fixed contributions are individually based and are targeted to replace the benefit that would have been received from the frozen Ochsner Clinic Retirement Plan had the plan continued until the participant attained age 65. The contribution is offset by actual retirement benefit and benefit received in the OCF 401(k) Plan. Following is a list of participants, any distributions made in 2014 and the increase in actuarial value during 2014, which is included within Schedule J, Part II, Column C. * Pedro Cazabon, MD; Board Member/Senior Physician & Assoc. Medical Director-N.O. Reg; no distribution; increase in actuarial value: $5,304 * F Ralph Dauterive, MD; Board Member/Senior Physician & VPMA; Distribution: $20,709; increase in actuarial value: $17,890 * Steven B Deitelzweig, MD; Sr Physician, Svc Line Ldr, Hospital Med; no distribution; increase in actuarial value: $5,855 * Richard D Guthrie, Jr, MD; Chief Quality Officer; no distribution; increase in actuarial value: $5,872 * Deryk G Jones, MD; Sr Physician, Section Head, Sports Medicine; no distribution; increase in actuarial value: $3,315 * Dennis Kay, MD; Board Member/Senior Physician & Service Line Leader; Distribution: $24,139; increase in actuarial value: $20,852 * Yvens G Laborde, MD; Reg Med Dir, WB Reg; no distribution; increase in actuarial value: $7,049 * George Loss, MD, PhD; Board Member/Senior Physician & Assoc. Medical Director-N.O. Reg; no distribution; increase in actuarial value: $3,415 * Jose Mena, MD; Sr Physician; Distribution: $8,511; increase in actuarial value: $7,352 * Richard V Milani, MD; Board Member/Senior Physician & Chief Clinical Transformation Officer; Distribution: $24,744; increase in actuarial value: $21,375 * Dawn Puente, MD; RMD, NO Comm Hosp; Distribution: $9,213; increase in actuarial value: $7,959 * Dana Smetherman, MD; Board Member/Senior Physician & Vice Chair; no distribution; increase in actuarial value: $6,518 * David E Taylor, MD; Board Member/Senior Physician & Chair; no distribution; increase in actuarial value: $4,542 The following people participate in a 457(f) non-qualified, unfunded, deferred compensation plan, which was adopted in 2013. The Plan allows for discretionary initial contributions, subject to a two-year vesting requirement; annual fixed contributions based on a percent of base pay and subject to a three-year vesting requirement; and annual discretionary contributions based on a percent of base pay or a flat-dollar amount and subject to a three-year vesting requirement. Following is a list of participants, any distributions made in 2015 and the increase in actuarial value during 2015, which is included within Schedule J, Part II, Column C. * Bradley Goodson; CEO Northshore Region; no distribution; no increase in actuarial value * Richard D Guthrie, Jr, MD; Chief Quality Officer; Distribution: $25,450; increase in actuarial value: $25,450 * Robert Hart, MD; Reg Med Dir, B.R. Reg; Distribution: $25,450; increase in actuarial value: $25,450 * Yvens G Laborde, MD; Reg Med Dir, WB Reg; no distribution; no increase in actuarial value * J Eric McMillen; CEO, Baton Rouge Region; no distribution; no increase in actuarial value * Richard V Milani, MD; Board Member/Senior Physician & Chief Clinical Transformation Officer; Distribution: $25,450; increase in actuarial value: $25,450 * Peter November; Secretary Exec VP CAO; Distribution: $50,900; increase in actuarial value: $50,900 * William W Pinsky, MD; Exec VP/Chief Academic Officer; Distribution: $32,161; increase in actuarial value: $32,161 * Dawn Puente, MD; RMD, NO Comm Hosp; no distribution; no increase in actuarial value * Beth E Walker; COO OMC-Jeff Hwy; no distribution; no increase in actuarial value * Robert Wolterman; CEO OMC-Jeff Hwy; Distribution: $25,450; increase in actuarial value: $25,450
Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organization 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 President and CEO, COO, CFO, Treasurer, Chief Medical Officer, and Executive Vice Presidents. All the incentive payouts are audited by the Board Internal Audit Committee. For the 2014 incentive plan, which was paid in 2015, there were multiple weighted components which included System Financial & Growth Metrics, a Human Capital Metric, Quality Metrics and a Subjective metric based on their personal performance targets. Annually, the officers of Ochsner Health System review and approve incentive plans for the strategic and physician leadership groups. The plans are developed similar to the officer incentive plans with weighted components, including a subjective component based on personal performance. The CEO approves all bonuses for this group of management. All bonus amounts are provided in Schedule J Part II in Column B (ii).
Schedule J, Part I, Line 6b Compensation contingent on net earnings of a related organization SEE THE DISCLOSURE FOR SCH J, PART I, LINE 6A FOR A DESCRIPTION OF THE INCENTIVE PLAN. THE SYSTEM FINANCIAL & GROWTH METRICS CAN RELATE TO NET EARNINGS OF THE RELATED ENTITIES IN THE HEALTH SYSTEM.
Schedule J, Part I, Line 7 Non-fixed payments Subjective components of the incentive plans are described in description of Part I, Line 6. In addition, several non-fixed payments were made in 2015. The following were included in Schedule J Part II in Column B(ii): retention bonus and compensation related to board retreats.
Schedule J (Form 990) 2015
Additional Data


Software ID: 15000238
Software Version: 2015v2.1
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 Part VI.
SchKMediumBullet Attach to Form 990.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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 SERIES 2007A
 
72-0895871 546398VQ8 09-12-2007 371,062,406 RETIRE 2002 BONDS, FACILITY IMPROVEMENTS X     X   X
B LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2011
 
72-0895871 546398L48 05-11-2011 148,728,038 FACILITIES ACQUISITION, CONSTRUCTION & RENOVATION   X   X   X
C LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2015
 
72-0895871 5463982E6 08-20-2015 121,536,607 PARTIAL REFUNDING 2007A & 2007B BONDS   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired .................. 27,750,000      
2 Amount of bonds legally defeased .............. 96,935,000      
3 Total proceeds of issue .................. 372,256,512 148,747,749 121,536,607  
4 Gross proceeds in reserve funds ............. 17,355,860 15,001,523    
5 Capitalized interest from proceeds .............   9,212,238    
6 Proceeds in refunding escrows ............... 222,162,139      
7 Issuance costs from proceeds ............... 4,054,068 2,365,800 1,262,457  
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............   7,436,402    
10 Capital expenditures from proceeds ............. 48,449,703 114,713,598    
11 Other spent proceeds ............. 456,184 19,711 455  
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2010 2013
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? ....   X   X   X    
15 Were the bonds issued as part of an advance refunding issue? ..... X     X X      
16 Has the final allocation of proceeds been made? .......... X   X   X      
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   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   X   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X    
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
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 of bond-financed property? ............. X   X   X      
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X      
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   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 0 % 0 % 0 %  
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 0 % 0 % 0 %  
6 Total of lines 4 and 5 ............. 0 % 0 % 0 %  
7 Does the bond issue meet the private security or payment test? ...   X   X   X    
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X    
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X      
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X    
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X X     X    
b Exception to rebate? ........ X   X   X      
c No rebate due? ......... X     X   X    
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X   X    
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X    
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   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? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X    
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X      
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X      
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Schedule K, Part I, Column (e) ISSUE PRICE - LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2007A 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 ISSUANCE COSTS FROM PROCEEDS 100% of line 7 relates to issuance cost.
Schedule K, Part III, Line 3a PRIVATE BUSINESS USE All contracts meet IRS safe harbor rules per 97-13.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE The amount includes $1,191,891 of investment income on Series 2007A Bonds and $18,200 of investment income on Series 2011 Bonds related to the Debt Service Reserve Fund and the Construction Fund.
Schedule K, Part I LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2015 Form 8038 for CUSIP # 5463982E6 was prepared for the issuance of Revenue Bonds (Ochsner Clinic Foundation Project) Series 2015. The bonds had a total Issue Price of $121,536,607. The bonds partially refunded Series 2007A $96,935,000 and SeriesB $20,285,000.
Schedule K, Part II, Line 4 GROSS PROCEEDS IN RESERVE FUNDS Due to partial defeasance of the Series 2007A bonds, the gross proceeds in the reserve fund decreased by $6,406,648, the refunding escrows decreased by $100,611,907 and the other sources and uses available at issuance totaled $27,239,996, which is not included in the gross proceeds of the issuance.
Schedule K, Part IV, Line 2c DATE THE REBATE COMPUTATION WAS PERFORMED - ISSUER: LPFA SERIES 2007A The rebate computation was completed on 7/10/2012 for the period 9/12/2007 to 5/15/2012.
Schedule K (Form 990) 2015

Additional Data


Software ID: 15000238
Software Version: 2015v2.1

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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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), section 501(c)(4), and 501(c)(29) 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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting 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 assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2015
Schedule L (Form 990 or 990-EZ) 2015
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) TULANE UNIVERSITY
 
INDEPENDENT CONTRACtor 1,933,197 Mr. Wisdom, a Director of OCF, is also a Board Member of Tulane University.   No
(2) PACE GREATER NEW ORLEANS (Program of All-Inclusive Care for the Elderly)
 
Dr Deichmann and Mr Hulefeld have business relationships with PACE. See Part V. 1,520,575 PACE contracts with Ochsner to provide hospitalization and specialty care for its patients.   No
(3) ERIN DAUTERIVE DIPALMA MD
 
Daughter of Dr. Dauterive, a Sr. Physician Board Member of OCF 357,170 Compensation as a Physician   No
(4) RENEE REYMOND MD
 
Wife of Mr. Hulefeld, an Officer of OCF 124,641 Compensation as a Physician   No
(5) RICHARD D GUTHRIE III
 
Son of Dr. Guthrie, a Key Employee of OCF 67,321 Compensation as a RN   No
(6) Nga Quinlan
 
Wife of Dr. Quinlan, a Board Member of OCF 60,670 Compensation as Chief Operating Officer of Ochsner Medical Center-West Bank hospital   No
(7) ELIZABETH GUTHRIE TUCKER
 
Daughter of Dr. Guthrie, a Key Employee of OCF 47,605 Compensation as a RN   No
(8) ALEXIS GUTHRIE
 
Daughter-in-Law of Dr. Guthrie, a Key Employee of OCF 26,603 Compensation as a RN   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L, Part IV, Column (b) Relationship Name of Interested Person from Part IV, Column (a): PACE GREATER NEW ORLEANS (PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY) Relationship between interested person and the organization: Dr Deichmann, a Board Member, is a Board Member of PACE. Mr Hulefeld, an Officer, is a Director of Catholic Charities Archdiocese of New Orleans. PACE Is an affiliate ministry of Catholic Charities.
Schedule L (Form 990 or 990-EZ) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v2.1




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990
OMB No. 1545-0047
2015
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)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 2,000 Market value
5 Clothing and household
goods .......
X 75 Market value
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 7 229,611 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 . X 1 33,033 Market value
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles ..... X 1 11,500 Market value
19 Food inventory ... X 12 16,257 Market value
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Miscellaneous ) X 35 38,791 Market value
26 Other Right pointing arrow large image ( Miscellaneous ) X 13 4,640 Cost
27 Other Right pointing arrow large image ( )
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
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 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 noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2015)
Schedule M (Form 990) (2015)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions 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) (2015)

Additional Data


Software ID: 15000238
Software Version: 2015v2.1
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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
OCHSNER CLINIC FOUNDATION
 
Employer identification number

72-0502505
Return Reference Explanation
Form 990, Part III, Line 4d Description of other program services (Expenses $ 13,070,458 including grants of $ 0)(Revenue $ 13,598,949) Elmwood Fitness Center: Designed to meet the health and fitness goals of its members, Elmwood Fitness Center ("the fitness center") provides fitness services to patients, employees, and other members of the community, including seniors and children. The fitness center serves the community as a valuable resource in the prevention of disease. The fitness center is integrated with Ochsner's patient care services through its medical fitness referral program and it's physical and occupational therapy services. The fitness center also provides outreach to the community, including educational programs, community nutrition outreach, and a youth obesity program.
Form 990, Part III, Line 4d Description of other program services (Expenses $ 5,155,225 including grants of $ 0)(Revenue $ 2,121,694) 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.
Form 990, Part III, Line 4d Description of other program services (Expenses $ 1,259,120 including grants of $ 0)(Revenue $ 21,267) Ochsner maintains a free parking garage for employees and patients. Revenue is attributable to the optional valet parking service, which is offered for the convenience of Ochsner's patients.
Form 990, Part III, Line 4d Description of other program services (Expenses $ 0 including grants of $ 0)(Revenue $ 309,386) Program Related Investments: Equity Income from Joint Venture providing patient care.
Form 990, Part V, Line 5c Backup Withholding for Reportable Gambling Winnings An inadvertent omission was discovered with regards to the filing of Form W-2G and withholding payment associated with a single raffle prize awarded to an individual in 2015. The Organization is currently working to correct the omission.
Form 990, Part VI, Line 16b JOINT VENTURE PROCESS 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.
Form 990, Part VI, Line 12a WHISTLEBLOWER POLICY Ochsner Clinic Foundation, as part of Ochsner Health System, is required to follow all policies and procedures adopted by Ochsner Health System including the written Conflict of Interest Policy and the written Whistleblower Protecttion Policy. All affiliates are subject to the same System-Wide requirements.
Form 990, Part VI, Line 1a Material differences in voting rights The Articles of Incorporation provide that no action of the Board may be resolved unless a majority of 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 Clinic Foundation's activities.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Dr. Quinlan and Mr. Suquet - Business relationship
Form 990, Part VI, Line 6 Classes of members or stockholders 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, Line 7a Members or stockholders electing members of governing body The Community Directors shall be nominated exclusively by the nominating committee of the board of directors of the Member, Ochsner Health System, EIN 20-5296918. The nominating committee shall also nominate two of the eight Senior Physician directors of the Board. The Senior Physician class has the right to nominate and elect six of the eight physician directors of the Board.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The following actions require the majority approval of total members of the Senior Physician class, regardless of the number of Senior Physician class members actually voting: 1) amendments to the Articles which affect the rights of Sr. Physicians; 2) any change in the total number of Directors, Community Directors, or Sr. Physician Directors; 3) the status of the CEO as a member of the Board; and 4) changes to the supermajority requirements, which call for approval by two-third of the entire Board for certain actions to be considered approved.
Form 990, Part VI, Line 11b Review of form 990 by governing body One or more members of senior management review the return. The return is also reviewed by Ernst & Young US, LLP, the company's tax advisors. The Audit and Oversight Committee, which is comprised of independent directors, is then provided the return prior to the filing date and given the opportunity to review and discuss the return with management/staff. The meeting to review the 2015 return was held on October 31, 2016. A copy of the return is then provided to each member of the Board of Directors electronically and comments are solicited from the entire Board.
Form 990, Part VI, Line 12c Conflict of interest policy Officers, directors, trustees, and key employees of Ochsner Health System and its subsidiaries are required to complete a conflict of interest disclosure form annually, or within 40 days of becoming an employee, or if a current employee has a change in business circumstances not previously disclosed. The Conflict of Interest Program Administrator reviews disclosures and determines whether action is necessary or if the disclosure needs to be reviewed by the Conflict of Interest Steering Committee. Ochsner Health System requires annual certification that the relationships disclosed during a preceding calendar year are complete and accurate. In addition, employees that do not fall within the scope of the Conflict of Interest Disclosure policy annually complete Conflict of Interest training in compliance with the Conflict of Interest policy. The Conflict of Interest Steering Committee will make mitigation recommendations, including, but not limited to, divestiture and termination of employment.
Form 990, Part VI, Line 15a Process to establish compensation of top management official 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 Ochsner Clinic Foundation 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.
Form 990, Part VI, Line 15b Process to establish compensation of other employees Compensation for other non-physician key employees is reviewed by senior executives who take market value research into consideration when determining compensation levels. A different review process is used for Physicians. Annually, the Physician Compensation department reviews the compensation of each employed physician. This review includes a comparison of physician salaries against national survey data for their specialty. The Physician Compensation department compiles the compensation data for each physician including base salary, stipends, on-call pay, etc. Each physician's compensation as well as the total work Relative Value Units (RVUs) are compared to the survey data. This review is performed to ensure their pay is comparable to the work performed.
Form 990, Part VI, Line 19 Required documents available to the public 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.
Form 990, Part VII, Section A, Line 1a, Column (B) ADDITIONAL COMPENSATION EXPLANATION - DIRECTORS DIRECTORS - 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 their 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.
Form 990, Part VII, Section A, Line 1a ADDITIONAL COMPENSATION EXPLANATION - OFFICERS COMPENSATION OF OFFICERS AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION Compensation and average hours worked for Bobby Brannon, EVP, & Treasurer, 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 of the remaining officers 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.
Form 990, Part VII, Section A, Line 1a ADDITIONAL COMPENSATION EXPLANATION - KEY EMPLOYEES KEY EMPLOYEE COMPENSATION FROM INTEGRATED HEALTH SYSTEM Dr. Joseph Bisordi, Dr. Robert Hart, Dr. Dawn Puente, and Mr. Robert Wolterman are employed and compensated by Ochsner Health System, EIN 20-5296918, 501(c)(3), a related organization. In their duties as leaders of the integrated health system, they all 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.
Form 990, Part VII, Section A, Line 1a Additional Compensation Explanation - Directors COMMUNITY DIRECTORS ARE VOLUNTEERS AND ARE NOT PAID A STIPEND OR OTHER COMPENSATION FOR THEIR SERVICE TO OCHSNER AS BOARD MEMBERS. THE COMPENSATION OF COMMUNITY DIRECTORS THAT IS REPORTED FOR 2015 CONSISTS OF OCHSNER'S PAYMENTS (EITHER DIRECTLY OR AS REIMBURSEMENT) OF EXPENSES INCURRED FOR MEETING OR TRAVEL EXPENSES FOR THE BOARD. 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.
Form 990, Part VIII, Line 2f Other Program Service Revenue Equity Income from Home Health Joint Venture - Total Revenue: 309386, Related or Exempt Function Revenue: 33314, Unrelated Business Revenue: 276072, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Parking Garage - Total Revenue: 21267, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 21267;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances Grants/Contributions/Fundraising included in Restricted Net Assets - -1471834; Net Assets released for Operations - 992330; Unrestricted Impairments Recovery - -4907096; Pension-related changes other than net periodic pension costs - -7906149; Other Change in Net Assets related to EIN # 46-4381058 - -481064; Other Change in Net Assets related to EIN # 47-1267935 - 105429; Other Change in Net Assets related to EIN # 47-2642764 - -2252939; Loss on early extinguishment of debt - -10694014; Restricted net assets released from restrictions - -5125000; Investment Changes included in Restricted Net Assets - 3605002; Other Changes in Net Assets or Fund Balances - -130630;
Form 990, Part XII, Line 2c OVERSIGHT AND SELECTION PROCESS 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.
Form 990, Box C Doing Business As OCHSNER MEDICAL CENTER Ochsner Health Center Ochsner St. Anne General Hospital Ochsner Medical Center - Baton Rouge Elmwood Fitness Center (a Service of Ochsner) Ochsner Alton Ochsner Medical Foundation Ochsner Outpatient Surgery Suite
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v2.1
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2015
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 (if applicable) 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) 1201 Dickory LLC
1514 Jefferson Highway
New Orleans,LA70121
72-0502505
Real Estate Title-Holding Company LA 0 0 Ochsner Clinic Foundation
 
(2) Chabert Operational Management Company LLC
1514 Jefferson Highway
New Orleans,LA70121
46-2840691
Performs Hospital Management Services LA 29,898,895 21,731,559 Ochsner Clinic Foundation
 
(3) Deuteron Realty
1514 Jefferson Highway
New Orleans,LA70121
72-1079347
Nominee Real Estate Corporation LA 0 1,000 Ochsner Clinic Foundation
 
(4) East Baton Rouge Medical Center LLC
17000 Medical Center Dr
Baton Rouge,LA70816
20-1729674
Patient Care DE 214,833,916 53,195,416 Ochsner Clinic Foundation
 
(5) Foundation Assets LLC
1514 Jefferson Highway
New Orleans,LA70121
77-0589660
Holding of donated interest in fractional share of ground lease-New Orleans LA 302,598 855,104 Ochsner Clinic Foundation
 
(6) iO LLC
1514 Jefferson Highway
New Orleans,LA70121
72-0502505
Foster and support patient centered innovative health care solutions LA 0 0 Ochsner Clinic Foundation
 
(7) Ochsner Accountable Care Network
1514 Jefferson Highway
New Orleans,LA70121
45-5446191
Accountable Care Organization LA 0 0 Ochsner Clinic Foundation
 
(8) Ochsner Bayou LLC
4608 Highway 1
Raceland,LA70394
20-4670876
Operation of Ochsner St. Anne General Hospital LA 36,292,635 20,663,325 Ochsner Clinic Foundation
 
(9) Ochsner Center for Molecular Imaging LLC
1514 Jefferson Highway
New Orleans,LA70121
47-1743566
produce imaging agents for clinical and research applications LA 0 2,549,544 Ochsner Clinic Foundation
 
(10) Ochsner Clinic LLC
1514 Jefferson Highway
New Orleans,LA70121
72-0276883
Physician Services LA 656,408,411 -7,819,758 Ochsner Clinic Foundation
 
(11) Ochsner Health Network LLC
1514 Jefferson Highway
New Orleans,LA70121
47-2540787
Operates a Network of healthcare organaizations LA 5,230,608 1,794,760 Ochsner Clinic Foundation
 
(12) Ochsner Health Partners Hospital LLC
2941 Lake Vista Drive
Lewisville,TX75067
Leasehold DE 0 0 Ochsner Health Partners LLC
 
(13) Ochsner Home Medical Equipment LLC
1514 Jefferson Highway
New Orleans,LA70121
72-0502505
Sales of Durable Medical Equipment to Patients LA 8,036,373 5,247,000 Ochsner Clinic Foundation
 
(14) Ochsner Medical Center - Northshore LLC
1514 Jefferson Highway
New Orleans,LA70121
27-1770321
Patient Care LA 98,097,445 23,796,965 Ochsner Clinic Foundation
 
(15) Ochsner Mississippi LLC
1514 Jefferson Highway
New Orleans,LA70121
75-3009725
provides healthcare svcs in the state of Mississippi LA 0 0 Ochsner Clinic Foundation
 
(16) Ochsner Pharmacy and Wellness LLC
1514 Jefferson Highway
New Orleans,LA70121
46-5235153
Sale and distribution of health care products LA 19,839,000 20,176,276 Ochsner Clinic Foundation
 
(17) Ochsner Physician Partners LLC
1514 Jefferson Highway
New Orleans,LA70121
45-4962130
Operates a Clinically Integrated Network of Physicians and Hospitals LA 2,700,489 1,853,592 Ochsner Clinic Foundation
 
(18) Ochsner Urgent Care LLC
1514 Jefferson Highway
New Orleans,LA70121
72-0502505
Holding of Gulf Coast Outpatient Centers LA 0 0 Ochsner Clinic LLC
 
(19) Southern Strategic Sourcing Partners LLC
1514 Jefferson Highway
New Orleans,LA70121
47-2552418
Reduce supply costs for members LA 960,218 311,921 Ochsner Clinic Foundation
 
(20) St Charles Operational Management Company
1514 Jefferson Highway
New Orleans,LA70121
47-1714076
Performs Hospital Management Services LA 6,153,819 8,731,189 Ochsner Clinic Foundation
 
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 entity?
Yes No
(1)Ochsner Health System
1514 Jefferson Highway

New Orleans,LA70121
20-5296918
Health Care support LA 501(c)(3 Type II NA
 
 
No
(2)Ochsner Community Hospitals
1514 Jefferson Highway

New Orleans,LA70121
20-5297040
Patient Care LA 501(c)(3 3 Ochsner Health System
 
Yes
 
(3)Ochsner System Protection Company
1514 Jefferson Highway

New Orleans,LA70121
27-1170999
Captive Insurance LA 501(c)(3 Type I Ochsner Clinic Foundation
 
Yes
 
(4)Brent House Corporation
1512 Jefferson Highway

New Orleans,LA70121
72-0872457
Rents hotel rooms to patients/guests of Ochsner facilities. LA 501(c)(3 Type I Ochsner Clinic Foundation
 
Yes
 
(5)OMCNS Medical Facilities Inc
1514 Jefferson Highway

New Orleans,LA70121
47-2642764
Real Estate Title Holding Company LA 501(c)(2   Ochsner Clinic Foundation
 
Yes
 
(6)EBR Medical Facilities Inc
1514 Jefferson Highway

New Orleans,LA70121
47-1267935
Real Estate Title Holding Company DE 501(c)(2   Ochsner Clinic Foundation
 
Yes
 
(7)OCF Medical Facilities Inc
1514 Jefferson Highway

New Orleans,LA70121
46-4381058
Real Estate Title Holding Company DE 501(c)(2   Ochsner Clinic Foundation
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
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
(1) Ochsner Health Partners LLC

2941 Lake Vista Drive
Lewisville,TX75067
Healthcare DE Ochsner Clinic Foundation
 
Related 0 0   No 0   No 50.5 %












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
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Satyr Clinical Services Inc

1514 Jefferson Highway
New Orleans,LA70121
46-4147298
Medical Services-Indigent Care LA Ochsner Clinic Foundation
 
C Corporation 5,833,172 354,703 100 % Yes  
(2) Community Medical Group-St Charles Inc

2801 Via Fortuna
Suite 500
Austin,TX787467573
46-3447107
Clinical Services LA Satyr Clinical Services Inc
 
C Corporation 2,935,957 43,385 100 % Yes  










Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
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 related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) Brent House Corporation

A 2,047,230 Intercompany Billings - Mkt Value
(2) Satyr Clinical Services Inc

B 6,077,452 Cash transferred
(3) Brent House Corporation

K 1,008,576 Intercompany Billings - Mkt Value
(4) EBR Medical Facilities Inc

K 6,389,401 Cash transferred
(5) OCF Medical Facilities Inc

K 6,205,815 Cash transferred
(6) Ochsner Community Hospitals

K 12,374,871 Intercompany Billings - Mkt Value
(7) OMCNS Medical Facilities Inc

K 609,500 Cash transferred
(8) Ochsner Community Hospitals

L 101,947 Intercompany Billings - Mkt Value
(9) Brent House Corporation

M 523,578 Intercompany Billings - Mkt Value
(10) Ochsner Community Hospitals

M 10,036,270 Intercompany Billings - Mkt Value
(11) Ochsner Community Hospitals

Q 8,785,761 Intercompany Billings - Mkt Value
(12) Ochsner Community Hospitals

R 19,303,813 Loan Balance
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
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)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(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 Yes No






























Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R, Part IV Related Organizations Taxable as a Corporation or Trust Satyr Clinical Services, Inc., a Louisiana non-profit corporation, has, as its sole member, Ochsner Clinic Foundation. Community Medical Group-St. Charles, Inc., a Louisiana non-profit corporation, is a non-member, non-stock corporation that is controlled by Satyr Clinical Services. Satyr Clinical Services and Community Medical Group-St. Charles, Inc., in conjunction with several other non-profit entities owned by other hospitals in the region, contract with providers to deliver physician and other healthcare services to low income and needy residents.
Schedule R (Form 990) 2015

Additional Data


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