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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 01-01-2023 , and ending 12-31-2023
BCheck if applicable:
CName of organization
OCHSNER CLINIC FOUNDATION
 
 
Doing business as
SEE STATEMENT
 
Number and street (or P.O. box if mail is not delivered to street address)
1514 JEFFERSON HWY BH 546
 
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 $ 7,363,051,234
F Name and address of principal officer:
PETER C NOVEMBER
1514 JEFFERSON HWY BH 546
NEW ORLEANS,LA70121
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
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  
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
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 23
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 13
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 41,624
6 Total number of volunteers (estimate if necessary) ............. 6 603
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 40,648,758
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 4,390,219
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 165,439,323 40,006,598
9 Program service revenue (Part VIII, line 2g) ......... 4,429,503,319 5,025,293,810
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 40,542,133 100,254,318
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 440,514,655 202,694,496
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 5,075,999,430 5,368,249,222
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 8,294,243 14,610,651
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 2,434,133,606 2,660,864,381
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 5,598,877    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,599,643,228 2,332,893,371
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 5,042,071,077 5,008,368,403
19 Revenue less expenses. Subtract line 18 from line 12....... 33,928,353 359,880,819
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 6,051,337,659 6,305,971,167
21 Total liabilities (Part X, line 26)............. 3,570,273,291 3,437,524,159
22 Net assets or fund balances. Subtract line 21 from line 20..... 2,481,064,368 2,868,447,008
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2023)
Form 990 (2023)
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.
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 $ 3,939,341,634 including grants of $ 14,610,651 ) (Revenue $ 4,970,147,549 )
PATIENT CARE/PATIENT MEDICAL SERVICES: OCHSNER CLINIC FOUNDATION CONSISTS OF SEVEN HOSPITALS AT TWELVE CAMPUSES AND MANY CLINICAL LOCATIONS. SERVED 65,981 INPATIENTS RESULTING IN 325,228 PATIENT DAYS. EMERGENCY ROOM VISITS TOTALED 622,598. THE NUMBER OF BIRTHS TOTALED 12,055. OUTPATIENT HOSPITAL VISITS TOTALED 1,654,939. PHYSICIAN CLINIC VISITS TOTAL 4,088,893. 327 PATIENTS RECEIVED ORGAN TRANSPLANTS.
4b (Code:   ) (Expenses $ 47,754,076 including grants of $   ) (Revenue $ 12,071,317 )
DIVISION OF ACADEMICS: SINCE 1944, ACADEMICS HAS BEEN AN INTEGRAL COMPONENT OF THE MISSION, VISIONS AND STRATEGY OF THE OCHSNER ORGANIZATION. THE DIVISION OF ACADEMICS, ENCOMPASSING BOTH MEDICAL EDUCATION AND RESEARCH, ADDS EMPHASIS, INTELLECTUAL CAPITAL, AND FOCUS TO OCHSNER'S MISSION TO LEAD, EDUCATE, AND INNOVATE, WITH THE PRIMARY FOCUS OF PROVIDING THE HIGHEST QUALITY CARE AND SERVICE TO THE OCHSNER COMMUNITIES AND PATIENTS. OUR MEDICAL EDUCATION MISSION IS TO EDUCATE AND TRAIN A HEALTH PROFESSIONAL WORKFORCE THAT IS PREPARED TO PROVIDE SAFE AND EFFICIENT CARE IN AN EVOLVING HEALTHCARE DELIVERY SYSTEM ALONG WITH OUR RESEARCH MISSION TO ENHANCE, FOSTER, AND PROMOTE TRANSLATIONAL, CLINICAL AND HEALTH SERVICES RESEARCH OF THE HIGHEST QUALITY TO IMPROVE THE CLINICAL CARE OF OUR PATIENTS. THE ACADEMIC AREAS ARE OPERATING DIVISIONS OF OCF. RESIDENCY TRAINING PROGRAMS. OCF OPERATES ONE OF THE NATION'S LARGEST INDEPENDENT ACADEMIC MEDICAL CENTERS AND TRAINS OVER 320 RESIDENTS AND FELLOWS ANNUALLY IN 31 INDEPENDENT OCF-SPONSORED ACCREDITED RESIDENCY TRAINING PROGRAMS. IN ADDITION, OCHSNER IS A JOINT SPONSOR WITH THE LOUISIANA STATE UNIVERSITY HEALTH SCIENCE CENTER ("LSUHSC",) PSYCHIATRY PROGRAM, AND IS A JOINT SPONSOR WITH TULANE UNIVERSITY SCHOOL OF MEDICINE ("TULANE") FOR PEDIATRICS AND PLASTIC SURGERY PROGRAMS. THE JOINT PROGRAMS INCLUDE APPROXIMATELY 80 RESIDENTS. IN ADDITION, ANOTHER 684 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. OCHSNER ALSO SUPPORTS LSUHSC RESIDENCY TRAINING PROGRAMS AT OCHSNER MEDICAL CENTER - KENNER WHERE APPROXIMATELY 55 RESIDENTS IN FAMILY PRACTICE AND INTERNAL MEDICINE, AND APPROXIMATELY 90 RESIDENTS IN MEDICINE AND SURGICAL SPECIALTIES TRAINING PROGRAMS COMPLETE CLINICAL ROTATIONS ANNUALLY.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".) THE UNIVERSITY OF QUEENSLAND OCHSNER CLINICAL SCHOOL IS FULLY ACCREDITED BY THE AUSTRALIAN MEDICAL COUNCIL AND AT FULL STUDENT COMPLIMENT, THIS PROGRAM GRADUATES APPROXIMATELY 100 MEDICAL STUDENTS EACH YEAR. THE STUDENTS GRADUATE WITH A DOCTOR OF MEDICINE (MD) DEGREE. AS OF JANUARY 2023, THERE WERE 390 STUDENTS ENROLLED IN THE UNIVERSITY OF QUEENSLAND, OCS PROGRAM. IN 2023, THE OCS RESIDENCY MATCH RATE WAS 96%. IN ADDITION TO THE UNIVERSITY OF QUEENSLAND, OCS PROGRAM, OCHSNER CONTINUES TO PROVIDE OVER 460 STUDENT-MONTHS OF CLINICAL EDUCATION TO OVER 176 MEDICAL STUDENTS FROM TULANE AND THE LSUHSC AND OTHER MEDICAL SCHOOL PROGRAMS FROM ACROSS THE REGION, COUNTRY AND AROUND THE WORLD.THE OCHSNER DEPARTMENT OF CONTINUING MEDICAL EDUCATION (CME) HAS BEEN ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION (ACCME) SINCE 1976. APPROXIMATELY 150 CME EDUCATIONAL ACTIVITIES ARE HELD ANNUALLY THROUGH REGULARLY SCHEDULED SERIES, INTERNET COURSES, AND LIVE ACTIVITIES PROVIDING MORE THAN 16,500 PRACTICING PHYSICIANS WITH OVER 38,000 CME CREDITS. OCF ALSO COLLABORATES WITH OVER 20 JOINT PROVIDERS TO ISSUE CME CREDIT FOR EDUCATIONAL ACTIVITIES SPONSORED THROUGH THE JOINT PROVIDER. THESE EDUCATIONAL ACTIVITIES INCLUDE NATIONAL SOCIETIES, REGIONAL HOSPITALS, AND SPECIALTY GROUPS. NURSING/ALLIED HEALTH / ADVANCED PRACTICE AFFILIATIONS. OCF HAS FORMAL AFFILIATIONS WITH OVER 200 INSTITUTIONS OF HIGHER LEARNING. OCF, THROUGH NURSING, ALLIED HEALTH, AND ADVANCED PRACTICE AFFILIATIONS, ENABLES STUDENTS ENROLLED IN OVER 275 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 5,000 STUDENTS. IN ADDITION TO THESE AFFILIATIONS, OCHSNER IS PARTNERED WITH XAVIER UNIVERSITY OF NEW ORLEANS TO FACILITATE A PHYSICIAN ASSISTANT PROGRAM AND LOYOLA UNIVERSITY OF NEW ORLEANS TO FACILITATE A BACHELOR'S OF NURSING PROGRAM.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)AUSTRALIAN MEDICAL COUNCIL (AMC)COUNCIL ON TEACHING HOSPITALS (COTH)
4c (Code:   ) (Expenses $ 30,821,414 including grants of $   ) (Revenue $ 12,152,037 )
MEDICAL RESEARCH: CURRENTLY, OCHSNER CLINIC FOUNDATION OPERATES FOUR BASIC SCIENCE RESEARCH LABORATORIES WITH OVER 600 ACTIVE CLINICAL TRIALS IN 40 CLINICAL AREAS. OVER 9,000 PATIENTS PARTICIPATE IN OCHSNER CLINICAL RESEARCH ANNUALLY. EVERY CLINICAL TRIAL IS OVERSEEN BY THE OCHSNER INSTITUTIONAL REVIEW BOARD, WHICH PROVIDES OVERSIGHT OF THE SAFETY OF THE HUMAN SUBJECTS PARTICIPATING IN CLINICAL TRIALS. OCHSNER ESTABLISHED THE OCHSNER CENTER FOR OUTCOMES HEALTH RESEARCH (OCOHR), THE MISSION OF WHICH IS TO ADVANCE KNOWLEDGE, IMPROVE CLINICAL PRACTICE, AND THE HEALTH AND WELL-BEING OF THE COMMUNITY. OCOHR 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, LOCATED ON THE BAPTIST HOSPITAL CAMPUS, 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 AND MORE. FROM INCEPTION, OVER 3,000 PATIENTS HAVE PARTICIPATED IN RESEARCH STUDIES AT THE CTU. THE BIOREPOSITORY & CORE RESEARCH LAB UNIT, LOCATED AT OCHSNER MEDICAL CENTER, WAS ESTABLISHED IN 2011 TO DEVELOP A ROBUST INVENTORY OF HUMAN BIOSPECIMENS AND BIOFLUIDS FOR UTILIZATION IN RESEARCH PROJECTS. SINCE INCEPTION, OVER 5,000 PATIENTS HAVE DONATED THEIR TISSUES AND BIOFLUIDS.
(Code:   ) (Expenses $ 12,968,517 including grants of $   ) (Revenue $ 10,334,906 )
OCHSNER FITNESS CENTER: DESIGNED TO MEET THE HEALTH AND FITNESS GOALS OF ITS MEMBERS, OCHSNER 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 ITS 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 $ 3,373,002 including grants of $   ) (Revenue $ 3,373,002 )
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 $   including grants of $   ) (Revenue $ 17,214,999 )
PROGRAM RELATED INVESTMENTS: EQUITY INCOME FROM JOINT VENTURE PROVIDING PATIENT CARE.
4d Other program services (Describe in Schedule O.)
(Expenses $ 16,341,519 including grants of $   ) (Revenue $ 30,922,907 )
4e Total program service expenses4,034,258,643
Form 990 (2023)
Form 990 (2023)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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
List of Attached Documents:
// Content
.............
3
 
No
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
List of Attached Documents:
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.........
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
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..
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 IClick to see attachment
List of Attached Documents:
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.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
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 IVClick to see attachment
List of Attached Documents:
// Content
..............
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 V......
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
List of Attached Documents:
// Content
...................
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
List of Attached Documents:
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.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
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.......
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 IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
Click to see attachment
List of Attached Documents:
// Content
......................
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
List of Attached Documents:
// Content
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
Yes
 
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
List of Attached Documents:
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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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....Click to see attachment
List of Attached Documents:
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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
List of Attached Documents:
// Content
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...................Click to see attachment
List of Attached Documents:
// Content
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
20b
Yes
 
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
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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........Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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 list of attachments
List of Attached Documents:
// Content
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 .... Click to see attachment
List of Attached Documents:
// Content
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................Click to see attachment
List of Attached Documents:
// Content
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment
List of Attached Documents:
// Content
...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment
List of Attached Documents:
// Content
.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
List of Attached Documents:
// Content
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
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
2,015
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
1
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
41,624
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
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: CJ
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
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
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
23
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
13
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
 
No
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
 
No
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
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
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 on 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 on 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
Yes
 
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 on 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 filed
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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:
JIM MOLLOY EVPCFOTREAS1514 JEFFERSON HIGHWAY BH 546   NEW ORLEANS,LA70121 (504) 842-4097
Form 990 (2023)
Form 990 (2023)
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 the 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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) VINCENT R ADOLPH MD......................................................................
BOARD MEMBER/RMD (END: 12/2023)
50.00
.................
0.00
X           966,467 0 24,387
(2) KAREN B BLESSEY MD......................................................................
BOARD MEMBER/SENIOR PHYSICIAN
50.00
.................
0.00
X           387,800 0 6,973
(3) CUONG Q BUI MD......................................................................
BOARD MEMBER/SENIOR PHYSICIAN
50.00
.................
0.00
X           1,698,916 0 34,421
(4) BEN DOGA MD......................................................................
COMMUNITY DIRECTOR
5.00
.................
0.00
X           56,000 0 0
(5) JOHN EVANS......................................................................
COMMUNITY DIRECTOR
5.00
.................
0.00
X           51,340 0 0
(6) SUSAN HUGHEY GUNN MD......................................................................
BOARD MEMBER/SENIOR PHYSICIAN
50.00
.................
0.00
X           400,788 0 32,040
(7) WILLIAM H HINES......................................................................
COMMUNITY DIRECTOR
5.00
.................
0.00
X           68,876 0 0
(8) SUMA JAIN MD......................................................................
BOARD MEMBER/SENIOR PHYSICIAN
50.00
.................
0.00
X           480,340 0 9,557
(9) ALISHA M LACOUR MD......................................................................
BOARD MEMBER/RMD
50.00
.................
0.00
X           514,019 0 7,087
(10) DENNIS LAUSCHA......................................................................
COMMUNITY DIRECTOR
5.00
.................
0.00
X           0 0 0
(11) R PARKER LECORGNE......................................................................
COMMUNITY DIRECTOR
5.00
.................
0.00
X           56,577 0 0
(12) JAMES E MAURIN......................................................................
COMMUNITY DIRECTOR
5.00
.................
0.00
X           4,227 0 0
(13) SUZANNE T MESTAYER......................................................................
PAST CHAIR/COMMUNITY DIRECTOR
5.00
.................
0.00
X           70,570 0 0
(14) PETER C NOVEMBER......................................................................
CEO / BOARD MEMBER
41.00
.................
9.00
X   X       4,183,651 0 852,128
(15) JEFFERSON G PARKER......................................................................
COMMUNITY DIRECTOR
5.00
.................
0.00
X           14,561 0 0
(16) ROBERT J PATRICK......................................................................
COMMUNITY DIRECTOR
5.00
.................
0.00
X           13,399 0 0
(17) JARED QUOYESER......................................................................
COMMUNITY DIRECTOR
5.00
.................
3.00
X           55,410 0 0
Form 990 (2023)
Form 990 (2023)
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) TIMOTHY L RIDDELL MD........................................................................
BOARD MEMBER/CEO-NS & MS GC
50.00
.......................0.00
X           828,434 0 81,977
(19) VICTORIA A SMITH MD........................................................................
BOARD MEMBER/SENIOR PHYSICIAN
50.00
.......................0.00
X           407,569 0 17,767
(20) WILLIAM SUMRALL III MD........................................................................
BOARD MEMBER/SENIOR PHYSICIAN
50.00
.......................0.00
X           799,464 0 31,861
(21) JOSE S SUQUET........................................................................
COMMUNITY DIRECTOR
5.00
.......................0.00
X           12,793 0 0
(22) H DAVID WILSON........................................................................
COMMUNITY DIRECTOR
5.00
.......................2.00
X           56,192 0 0
(23) ANDREW B WISDOM........................................................................
COMMUNITY DIRECTOR, BOARD CHAIR
5.00
.......................0.00
X   X       33,399 0 0
(24) ROBERT I HART MD........................................................................
CHIEF PHYS EXEC & PRES, OCH CLINIC
48.00
.......................2.00
    X       2,701,841 0 213,244
(25) MICHAEL F HULEFELD........................................................................
PRESIDENT & CHIEF OPERATING OFFICER
44.00
.......................6.00
    X       3,305,352 0 483,357
(26) SCOTT J POSECAI........................................................................
EVP-CFO AND TREASURER (END: 12/2023)
43.00
.......................7.00
    X       1,687,086 0 236,804
(27) TRACEY SCHIRO........................................................................
EVP-CHIEF HR & ADMIN OFF (END: 12/23)
50.00
.......................0.00
    X       1,802,639 0 360,586
(28) SHELLEY S TYNAN........................................................................
SYS VP-LEGAL & GEN COUNSEL, SEC
44.00
.......................6.00
    X       948,176 0 94,513
(29) CHARLES D DAIGLE........................................................................
CEO-BATON ROUGE & LAKE CHARLES
50.00
.......................0.00
      X     978,897 0 95,892
(30) BRADLEY R GOODSON........................................................................
CEO-OMC
50.00
.......................0.00
      X     760,681 0 92,913
(31) GEORGE E LOSS JR MD PHD........................................................................
REG MED DIR, SS
50.00
.......................0.00
      X     1,805,118 0 40,712
(32) DAWN M PUENTE MD........................................................................
REG MED DIR, BAP, KEN, WB REG
50.00
.......................0.00
      X     695,963 0 88,344
(33) ALDO J RUSSO MD........................................................................
REG MED DIR, BR REG
50.00
.......................0.00
      X     749,672 0 35,925
(34) LEONARDO SEOANE MD........................................................................
SR VP-CHIEF ACADEMIC OFFICER
50.00
.......................0.00
      X     1,366,689 0 223,257
(35) ROBERT WOLTERMAN........................................................................
CEO-SS REGION & CLINICAL JVS
50.00
.......................0.00
      X     1,235,216 0 173,377
(36) ADITYA BANSAL MD........................................................................
SR PHYSICIAN-SECTION HEAD
50.00
.......................0.00
        X   1,599,174 0 30,783
(37) SUBBAREDDY KONDA MD........................................................................
PHYSICIAN
50.00
.......................0.00
        X   1,798,463 0 20,128
(38) BENJAMIN B PEELER MD........................................................................
SR PHYSICIAN-SECTION HEAD
50.00
.......................0.00
        X   2,893,969 0 17,645
(39) VICTOR TEDESCO MD........................................................................
PHYSICIAN
50.00
.......................0.00
        X   3,705,388 0 2,124,166
(40) EDWARD YERGER........................................................................
PHYSICIAN-AMD
48.00
.......................2.00
        X   2,490,432 0 1,557,826
(41) STEVEN B DEITELZWEIG MD........................................................................
FORMER KEY EMPLOYEE
50.00
.......................0.00
          X 458,949 0 44,697
(42) RICHARD D GUTHRIE JR MD........................................................................
FORMER KEY EMPLOYEE
50.00
.......................0.00
          X 748,158 0 91,023
(43) YVENS G LABORDE MD........................................................................
FORMER KEY EMPLOYEE
50.00
.......................0.00
          X 437,244 0 51,300
(44) J ERIC MCMILLEN........................................................................
FORMER KEY EMPLOYEE
50.00
.......................0.00
          X 572,949 0 51,633
(45) ARMIN SCHUBERT MD........................................................................
FORMER KEY EMPLOYEE
50.00
.......................0.00
          X 696,293 0 28,354
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 44,599,141 0 7,254,677
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 6,842
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
 
No
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
GJERSET & LORENZ LLP

2801 VIA FORTUNA STE 500
AUSTIN,TX78746
LEGAL SERVICES 26,138,100
THE LEMOINE COMPANY LLC

1906 ERASTE LANDRY RD 200
LAFAYETTE,LA70506
CONSTRUCTION 20,463,488
CARDIOVASCULAR INSTITUTE OF THE SOUTH

PO BOX 4176
HOUMA,LA70361
PURCHASED PHYSICIAN SERVICES 8,598,116
BROADMOOR LLC

2740 N ARNOULT RD
METAIRIE,LA70002
CONSTRUCTION 7,963,840
K C JANITORIAL LLC

4162 CANAL ST
NEW ORLEANS,LA70119
JANITORIAL SERVICES 6,897,464
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 301
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a 420,341
b Membership dues..1b  
c Fundraising events..1c 1,782,366
d Related organizations1d  
e Government grants (contributions)1e 13,788,454
f All other contributions, gifts, grants, and similar amounts not included above1f 24,015,437
g Noncash contributions included in lines 1a - 1f:$ 1g 1,734,037
h Total. Add lines 1a-1f....... 40,006,598
 Program Service RevenueAmt Business Code
2a PATIENT SERVICE REV 621110 4,970,147,549 4,438,868,796   531,278,753
b PROGRAM RELATED INVEST 523000 17,214,999 15,080,697 2,134,302  
c RESEARCH REVENUE 900099 12,152,037 12,152,037    
d EDUCATION REVENUE 611600 12,071,317 12,071,317    
e OCHSNER FITNESS CENTER 713940 10,334,906 10,334,906    
f All other program service revenue. 3,373,002     3,373,002
g Total. Add lines 2a–2f ..... 5,025,293,810
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 49,481,315   2,003,580 47,477,735
4 Income from investment of tax-exempt bond proceeds        
5 Royalties........... 2,980,600     2,980,600
(i) Real (ii) Personal
6a Gross rents 6a 20,913,601  
b Less: rental expenses 6b 19,706,494  
c Rental income or (loss) 6c 1,207,107  
d Net rental income or (loss)....... 1,207,107     1,207,107
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 1,350,660,603 19,096,008
b Less: cost or other basis and sales expenses 7b 1,311,719,344 7,264,264
c Gain or (loss) 7c 38,941,259 11,831,744
d Net gain or (loss)......... 50,773,003     50,773,003
8a Gross income from fundraising events (not including $ 1,782,366of contributions reported on line 1c). See Part IV, line 18 ....
8a 368,453
b Less: direct expenses ... 8b 2,184,785
c Net income or (loss) from fundraising events.. -1,816,332   -1,816,332
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a 368,635,977
b Less: cost of goods sold .. 10b 653,927,125
c Net income or (loss) from sales of inventory.. -285,291,148   671,737 -285,962,885
 OtherRevenueMiscAmt
Business Code
11a MGMT SERVICES REVENUE 541611 472,805,006   23,284,597 449,520,409
b INSURANCE SERVICES 621491 5,543,615   5,543,615  
c NONRESIDENT PROP MNGMT 531312 4,162,855   4,162,855  
d All other revenue .... 3,102,793   2,848,072 254,721
e Total. Add lines 11a–11d ...... 485,614,269
12 Total revenue. See instructions..... 5,368,249,222 4,488,507,753 40,648,758 799,086,113
Form 990 (2023)
Form 990 (2023)
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 .... 14,538,596 14,538,596
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 72,055 72,055
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 31,646,666 9,198,973 22,447,693  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 964,517 833,099 131,418  
7 Other salaries and wages........ 2,353,561,170 1,890,764,279 459,389,247 3,407,644
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 64,655,490 53,824,006 10,734,289 97,195
9 Other employee benefits ....... 69,144,933 48,894,617 20,124,684 125,632
10 Payroll taxes ........... 140,891,605 108,031,670 32,603,676 256,259
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 35,682,339 10,290,767 25,380,746 10,826
c Accounting ........... 1,348,588   1,348,588  
d Lobbying ........... 698,708   698,708  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 6,293,663   6,293,663  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 444,831,886 353,744,049 90,184,432 903,405
12 Advertising and promotion .... 25,646,963 991,040 24,639,285 16,638
13 Office expenses ....... 63,181,507 48,497,443 14,491,143 192,921
14 Information technology ...... 181,033,240 29,660,821 151,179,886 192,533
15 Royalties ..        
16 Occupancy ........... 168,876,502 122,218,535 46,621,686 36,281
17 Travel ............ 7,087,714 1,809,669 5,248,402 29,643
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 10,719,806 4,678,962 5,939,813 101,031
20 Interest ........... 67,302,345 64,863,524 2,438,821  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 151,216,337 127,930,875 23,245,239 40,223
23 Insurance ... 46,263,089 45,695,950 564,555 2,584
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 MED SUPPLY ORGANS DRUGS 636,831,517 636,039,975 785,619 5,923
b OUTSIDE PROVIDER 265,379,359 265,379,359    
c BLDG EQUIP RPR MAINT 76,365,796 65,378,288 10,985,294 2,214
d COMMUNITY BENEFIT 54,540,108 54,540,108    
e All other expenses 89,593,904 76,381,983 13,033,996 177,925
25 Total functional expenses. Add lines 1 through 24e 5,008,368,403 4,034,258,643 968,510,883 5,598,877
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 if following SOP 98-2 (ASC 958-720).        
Form 990 (2023)
Form 990 (2023)
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 ........ 63,382,776 1 69,357,242
2 Savings and temporary cash investments ......... 613,911,827 2 694,760,751
3 Pledges and grants receivable, net ...... 19,528,775 3 15,423,996
4 Accounts receivable, net ............. 728,159,619 4 757,836,160
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ........... 4,567,714 7 5,577,759
8 Inventories for sale or use ............ 112,171,590 8 113,799,847
9 Prepaid expenses and deferred charges ...... 91,697,564 9 88,936,307
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,253,041,529
b Less: accumulated depreciation 10b 2,028,949,886 1,272,189,871 10c 1,224,091,643
11 Investments—publicly traded securities . 775,438,313 11 1,065,189,058
12 Investments—other securities. See Part IV, line 11 ..... 557,063,343 12 292,634,465
13 Investments—program-related. See Part IV, line 11 .. 50,976,786 13 63,133,029
14 Intangible assets ............... 85,538,080 14 88,976,085
15 Other assets. See Part IV, line 11 ........... 1,676,711,401 15 1,826,254,825
16 Total assets. Add lines 1 through 15 (must equal line 33)... 6,051,337,659 16 6,305,971,167
Liabilities 17 Accounts payable and accrued expenses ..... 762,776,106 17 733,769,897
18 Grants payable ...   18  
19 Deferred revenue ......... 20,946,715 19 18,524,508
20 Tax-exempt bond liabilities ......... 1,115,105,630 20 1,100,294,862
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties .. 706,189,114 23 597,014,151
24 Unsecured notes and loans payable to unrelated third parties .. 272,000,000 24 274,000,000
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 693,255,726 25 713,920,741
26 Total liabilities. Add lines 17 through 25.. 3,570,273,291 26 3,437,524,159
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 2,328,848,872 27 2,701,125,257
28 Net assets with donor restrictions ........... 152,215,496 28 167,321,751
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 2,481,064,368 32 2,868,447,008
33 Total liabilities and net assets/fund balances ........ 6,051,337,659 33 6,305,971,167
Form 990 (2023)
Form 990 (2023)
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
5,368,249,222
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
5,008,368,403
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
359,880,819
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
2,481,064,368
5
Net unrealized gains (losses) on investments ...............
5
-28,027
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
27,529,848
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
2,868,447,008
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 on
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
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 (2023)
Form 990 (2023)
Additional Data


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

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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
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 12, check only one box.)
1
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
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- 10 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) 2023

Schedule A (Form 990) 2023
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 failed 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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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 5 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
33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2023

Schedule A (Form 990) 2023
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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 on 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
First 5 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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
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 on 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 on 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) 2023

Schedule A (Form 990) 2023
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 on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
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 0.015 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 0.035 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
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2023 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2023
(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2023. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2024. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
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) 2023


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
OCHSNER CLINIC FOUNDATION
 
Employer identification number
72-0502505
Part I
Contributors
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

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 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
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 ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

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

$  
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.
Cat. No. 50084S
Schedule C (Form 990) 2022

Schedule C (Form 990) 2022
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
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) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2022


Schedule C (Form 990) 2022
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)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
1,051,290
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
1,051,290
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
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
PART II-B, LINE 1: INCLUDES COMPENSATION AND TRAVEL RELATED TO EMPLOYEES WHO INTERACT WITH FEDERAL AND STATE LEGISLATURES WHILE IN SESSION. CONSULTING FEES PAID FOR GOVERNMENT RELATIONS. ASSOCIATION DUES PAID TO ASSOCIATIONS PARTICIPATING IN LOBBYING.
Schedule C (Form 990) 2022


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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 FASB 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 FASB 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 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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 .... 51,873,846 60,713,606 50,814,698 45,666,811 39,810,976
b Contributions ... 181,055 398,023 2,044,093 2,336,764 1,794,151
c Net investment earnings, gains, and losses 4,161,982 -7,890,096 8,120,038 4,214,896 4,934,096
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
2,688,297 1,347,687 265,223 1,403,773 872,412
f Administrative expenses ....          
g End of year balance ...... 53,528,586 51,873,846 60,713,606 50,814,698 45,666,811
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow3.289 %
b
Permanent endowment right arrow65.049 %
c
Term endowment right arrow31.662 %
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 ..... 854,104 112,274,476 113,128,580
b Buildings .... 2,732,604 1,437,015,210 798,281,417 641,466,397
c Leasehold improvements   151,302,582 83,082,319 68,220,263
d Equipment ....   1,445,994,367 1,134,907,232 311,087,135
e Other .....   102,868,186 12,678,918 90,189,268
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 1,224,091,643
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
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.)right arrow  
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)COST REPORT ASSET 101,613,150
(2)DUE FROM AFFILIATES 551,813,237
(3)INVESTMENTS IN SUBSIDIARIES (EQUITY BASIS) 719,367,034
(4)BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 266,726
(5)DEFERRED TAX ASSET 419,380
(6)MISCELLANEOUS OTHER ASSETS 3,222,987
(7)SINKING FUND 500,000
(8)RIGHT OF USE ASSET 448,234,690
(9)LEASE RECEIVABLE 817,621
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 1,826,254,825
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  
BENEFITS LIABILITY 238,353
CONTRACT RETENTIONS 1,885,831
LEASE LIABILITY 515,152,813
OTHER LIABILITIES 65,261,645
PENSION & POST RETIREMENT OBLIGATIONS 63,679,781
RESERVE FOR RECOUPMENTS 13,700,504
SELF INSURANCE LIABILITY 15,540,430
SPLIT INTEREST LIABILITY 448,332
WORKERS' COMPENSATION LIABILITY 25,195,652
GUARANTEE LIABILITIES 9,375,000
INCENTIVE LIABILITY 3,442,400
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 713,920,741
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) 2022

Schedule D (Form 990) 2022
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
PART V, LINE 4: EXPLANATION: IN GENERAL, THE ORGANIZATION'S ENDOWMENT FUNDS SUPPORT THE FOLLOWING INITIATIVES: MEDICAL RESEARCH, GRADUATE MEDICAL EDUCATION PROGRAM, LECTURESHIPS, FELLOWSHIP AWARDS, ANTI-SMOKING INITIATIVE, PASTORAL CARE, ALZHEIMER'S CARE, NURSING EDUCATION, AND ADVANCEMENT IN ANESTHESIA.
PART X, LINE 2: THE TEXT OF THE FIN 48 (ASC 740) FOOTNOTE FROM OCHSNER CLINIC FOUNDATION'S CONSOLIDATED FINANCIAL STATEMENTS THAT REPORTS THE LIABILITY FOR UNCERTAIN TAX POSITIONS IS AS FOLLOWS: THE MAJORITY OF OCHSNER 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. ANY FEDERAL INCOME TAXES ASSOCIATED WITH THE FOR-PROFIT SUBSIDIARIES AND AFFILIATED ENTITIES ARE NOT MATERIAL TO OCHSNER'S CONSOLIDATED FINANCIAL STATEMENTS. 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. THE STATUTE OF LIMITATIONS REMAINS OPEN FOR TAX YEARS 2020 THROUGH 2023 IN OCHSNER'S MAIN TAX JURISDICTIONS.
Schedule D (Form 990) 2022


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
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" on 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 the region (d) Activities conducted in region (by type) (such as, 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 the region
(f) Total expenditures
for and investments
in the region
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,     INVESTMENTS   190,049,303
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,     GRANTMAKING   72,055
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,     MEDICAL EDUCATION & PATIENT CARE   854
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,     ADVERTISING HEALTHCARE SERVICES   41,587
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,     ADVERTISING HEALTHCARE SERVICES   8,774
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM     ADVERTISING HEALTHCARE SERVICES   9,072
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES     ADVERTISING HEALTHCARE SERVICES   14,910
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,     ADVERTISING HEALTHCARE SERVICES   3,124
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 190,199,679
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 190,199,679
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on 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)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, MEDICAL EDUCATION AND PROVISION OF MEDICAL SERVICES FOR INDIGENT PATIENTS 72,055 WIRE TRANSFER 0    
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
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) 2023
Schedule F (Form 990) 2023Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
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; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
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
PART I, LINE 2: ALL INTERNATIONAL GRANTS OBTAIN AN ADDITIONAL LAYER OF APPROVAL FROM THE AUDIT SERVICES DEPARTMENT. THE AVP OF THE AUDIT SERVICES DEPARTMENT ENSURES COMPLIANCE WITH DONOR RESTRICTIONS, REVIEWS PAYMENT PROCEDURES AND TRACKS THE USE OF PROCEEDS.
PART I, LINE 3: CENTRAL AMERICA AND THE CARIBBEAN: OTHER, EAST ASIA AND THE PACIFIC: OTHER EUROPE (INCLUDING ICELAND AND GREENLAND): OTHER NORTH AMERICA: OTHER SOUTH AMERICA: OTHER
SCHEDULE F, PART I, LINE 3(F) - INVESTMENT AMOUNTS THIS SECTION REFLECTS THE BOOK VALUE OF FOREIGN INVESTMENTS MADE IN 2023 AND PRIOR YEARS. INVESTMENTS AND VALUES ARE AS FOLLOWS: CENTRAL AMERICA AND THE CARIBBEAN: * CRESCENT DIRECT LENDING FUND III, $8,519,982 * ELLIOTT INTERNATIONAL LIMITED, $45,043,169 * HIGHBRIDGE, 1992 TACTICAL CREDIT FUND, LTD, CAYMAN ISLANDS, $18,815,978 * HOSEN PRIVATE EQUITY III LP, CAYMAN ISLANDS, $5,539,380 * HUDSON BAY INTERNATIONAL FUND, CAYMAN ISLANDS, $20,405,351 * LEXINGTON CAPITAL PARTNERS VII (OFFSHORE), CAYMAN ISLANDS, $321,496 * TCI - CHILDREN'S INVESTMENT FUND, CAYMAN ISLANDS: $46,128,961 * VARDE INVESTMENT PARTNERS (OFFSHORE), LTD. , CAYMAN ISLANDS, $15,893,912 * ELLIOTT CO-INVESTMENT, CAYMAN ISLANDS, $3,392,945 * AVORO LIFE SCIENCES, CAYMAN ISLANDS, $13,525,038 * ECOR1 CAPITAL, CAYMAN ISLANDS, $12,463,091
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2023
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990)
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 arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
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 10 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) 2023
Schedule G (Form 990) 2023
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

IMAGINATION GALA
(event type)
(c) Other events

3
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

1,330,704

270,400

549,715

2,150,819

2

Less: Contributions . . . .

1,091,207

211,630

479,529

1,782,366
3 Gross income (line 1 minus
line 2) . . . . . .

239,497

58,770

70,186

368,453



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . . 68,626 149 2,633 71,408
6 Rent/facility costs . . . . 156,250 3,669 106,388 266,307
7 Food and beverages . . . 173,353 40,153 98,498 312,004
8 Entertainment . . . . 41,844 13,925 12,600 68,369
9 Other direct expenses . . . 1,161,914 163,602 141,181 1,466,697
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 2,184,785
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -1,816,332
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 . . .

 

 

 

 


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? . . . . . . . .
YesNo
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
YesNo
b
If "Yes," explain:
 
Schedule G (Form 990) 2023
Schedule G (Form 990) 2023
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
YesNo
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? . . . . . . . . . . . . . . . . .
YesNo
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 provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990) 2023
Additional Data


Software ID:  
Software Version:  
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
Medium right arrow Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow Attach to Form 990.
Medium right arrow Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2023
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
 
No
%
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

 

No
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
 
 
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
Yes
 
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) . . .
    44,277,228 0 44,277,228 0.880 %
b Medicaid (from Worksheet 3, column a) . . . . .     942,065,624 833,152,124 108,913,500 2.170 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .     0 0    
d Total Financial Assistance and Means-Tested Government Programs . . . . .     986,342,852 833,152,124 153,190,728 3.050 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     15,414,797 151,855 15,262,942 0.300 %
f Health professions education (from Worksheet 5) . . .     0 0    
g Subsidized health services (from Worksheet 6) . . . .     547,392,890 385,699,098 161,693,792 3.230 %
h Research (from Worksheet 7) .     26,057,909 11,802,879 14,255,030 0.280 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     10,636,380 0 10,636,380 0.210 %
j Total. Other Benefits . .     599,501,976 397,653,832 201,848,144 4.020 %
k Total. Add lines 7d and 7j .     1,585,844,828 1,230,805,956 355,038,872 7.070 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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 1   62,631 0 62,631 0 %
2 Economic development 3 369 84,280 0 84,280 0 %
3 Community support 3 585 180,980 0 180,980 0 %
4 Environmental improvements 0   0 0    
5 Leadership development and
training for community members
0   0 0    
6 Coalition building 1   5,000 0 5,000 0 %
7 Community health improvement advocacy 0   0 0    
8 Workforce development 3 7,721 72,114 0 72,114 0 %
9 Other 0   0 0    
10 Total 11 8,675 405,005   405,005 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 Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
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
136,753,037
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
330,686,152
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
345,373,484
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-14,687,332
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) 2023
Schedule H (Form 990) 2023
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?9Name, 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 and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 OCHSNER MEDICAL CENTER
1516 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
SEE STATEMENT
163
X X   X   X X     A
2 OCHSNER MEDICAL CENTER-BATON ROUGE
17000 MEDICAL CENTER BLVD
BATON ROUGE,LA70816
SEE STATEMENT
555
X X         X     A
3 OCHSNER MEDICAL CENTER-KENNER LLC
180 WEST ESPLANADE AVENUE
KENNER,LA70065
SEE STATEMENT
605
X X   X     X     A
4 OCHSNER ST ANNE GENERAL HOSPITAL
4608 HIGHWAY 1
RACELAND,LA70394
SEE STATEMENT
594
X X     X   X     A
5 OCHSNER MEDICAL CENTER-NORTHSHORE LLC
100 MEDICAL CENTER DR
SLIDELL,LA70461
SEE STATEMENT
678
X X         X     A
6 OCHSNER MEDICAL CENTER-HANCOCK
149 DRINKWATER BLVD
BAY ST LOUIS,MS39520
SEE STATEMENT
11-214
X X         X     B
7 OCHSNER ST MARY
1125 MARGUERITE ST
MORGAN CITY,LA70380
SEE STATEMENT
2203784546
X X         X     A
8 OCHSNER REHABILITATION HOSPITAL
2614 JEFFERSON HIGHWAY 4TH 5TH FL
JEFFERSON,LA70121
WWW.OCHSNER-REHAB.COM
2203783869
X                 C
9 NORTH SHORE REHABILITATION HOSPITAL
64030 HWY 434
LACOMBE,LA70445
WWW.NORTHSHORE-REHAB.COM
2203784364
X                 C
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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)
FACILITY REPORTING GRP A (FACS 1 - 5 7)
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 21
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 21
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) 2023
Schedule H (Form 990) 2023
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
FACILITY REPORTING GRP A (FACS 1 - 5 7)
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 Was widely publicized 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
SEE STATEMENT
b
SEE STATEMENT
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 6
Part VFacility Information (continued)

Billing and Collections
FACILITY REPORTING GRP A (FACS 1 - 5 7)
Name of hospital facility or letter of facility reporting group  
Yes No
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 nonpayment?.................................. 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
f
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
e
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
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
FACILITY REPORTING GRP A (FACS 1 - 5 7)
Name of hospital facility or letter of facility reporting group  
Yes No
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) 2023
Schedule H (Form 990) 2023
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)
FACILITY REPORTING GROUP B (FACILITY 6)
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 22
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   No
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 22
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) 2023
Schedule H (Form 990) 2023
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
FACILITY REPORTING GROUP B (FACILITY 6)
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 Was widely publicized 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
SEE STATEMENT
b
SEE STATEMENT
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 6
Part VFacility Information (continued)

Billing and Collections
FACILITY REPORTING GROUP B (FACILITY 6)
Name of hospital facility or letter of facility reporting group  
Yes No
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 nonpayment?.................................. 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
f
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
e
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
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
FACILITY REPORTING GROUP B (FACILITY 6)
Name of hospital facility or letter of facility reporting group  
Yes No
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) 2023
Schedule H (Form 990) 2023
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)
FACILITY REPORTING GROUP C (FACS 8 - 9)
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 21
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 21
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) 2023
Schedule H (Form 990) 2023
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
FACILITY REPORTING GROUP C (FACS 8 - 9)
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 Was widely publicized 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
SEE STATEMENT
b
SEE STATEMENT
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 6
Part VFacility Information (continued)

Billing and Collections
FACILITY REPORTING GROUP C (FACS 8 - 9)
Name of hospital facility or letter of facility reporting group  
Yes No
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 nonpayment?.................................. 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
f
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
e
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   No
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
FACILITY REPORTING GROUP C (FACS 8 - 9)
Name of hospital facility or letter of facility reporting group  
Yes No
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) 2023
Schedule H (Form 990) 2023
Page 8
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, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 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
PART V, SECTION A: WEBSITE ADDRESSES FOR FACILITY REPORTING GROUP A:OCHSNER MEDICAL CENTER - NEW ORLEANS: WWW.OCHSNER.ORG/LOCATIONS/OCHSNER-MEDICAL-CENTEROCHSNER BAPTIST - A CAMPUS OF OCHSNER MEDICAL CENTER:WWW.OCHSNER.ORG/LOCATIONS/OCHSNER-BAPTISTOCHSNER MEDICAL CENTER - WEST BANK CAMPUS:WWW.OCHSNER.ORG/LOCATIONS/OCHSNER-MEDICAL-CENTER-WEST-BANK-CAMPUSOCHSNER HOSPITAL FOR ORTHOPEDICS & SPORTS MEDICINE:WWW.OCHSNER.ORG/LOCATIONS/OCHSNER-HEALTH-CENTER-ELMWOODOCHSNER MEDICAL COMPLEX - CLEARVIEW (BEG: 1/2023):WWW.OCHSNER.ORG/LOCATIONS/OCHSNER-MEDICAL-COMPLEX-CLEARVIEWOCHSNER MEDICAL CENTER - BATON ROUGE: WWW.OCHSNER.ORG/LOCATIONS/OCHSNER-MEDICAL-CENTER-BATON-ROUGEOCHSNER MEDICAL CENTER - KENNER, LLC: WWW.OCHSNER.ORG/LOCATIONS/OCHSNER-MEDICAL-CENTER-KENNEROCHSNER ST. ANNE HOSPITAL: WWW.OCHSNER.ORG/LOCATIONS/OCHSNER-ST-ANNEOCHSNER MEDICAL CENTER - NORTHSHORE, LLC (END: 6/2023): WWW.OCHSNER.ORG/LOCATIONS/SLIDELL-MEMORIAL-HOSPITAL-EASTOCHSNER ST. MARY: WWW.OCHSNER.ORG/LOCATIONS/OCHSNER-ST-MARYWEBSITE ADDRESS FOR FACILITY REPORTING GROUP B:OCHSNER MEDICAL CENTER - HANCOCK: WWW.OCHSNER.ORG/LOCATIONS/OCHSNER-MEDICAL-CENTER-HANCOCK
PART V, SECTION B FACILITY REPORTING GROUP A
FACILITY REPORTING GROUP A CONSISTS OF: - FACILITY 1: OCHSNER MEDICAL CENTER, - FACILITY 2: OCHSNER MEDICAL CENTER-BATON ROUGE, - FACILITY 3: OCHSNER MEDICAL CENTER-KENNER, LLC, - FACILITY 4: OCHSNER ST. ANNE GENERAL HOSPITAL, - FACILITY 5: OCHSNER MEDICAL CENTER-NORTHSHORE, LLC, - FACILITY 7: OCHSNER ST. MARY
GROUP A-FACILITY 1 -- OCHSNER MEDICAL CENTER PART V, SECTION B, LINE 11: OCHSNER MEDICAL CENTER (INCLUDING SATELLITE LOCATIONS):2023 UPDATE ON 2021 COMMUNITY HEALTH IMPLEMENTATION PLAN - PRIORITY AREA 1. ACCESS TO AND CONTINUITY OF CARE:* DIGITAL MEDICINE EXPANSION ALLOWED EASIER CONNECTION WITH HEALTH PROFESSIONALS FROM HOME.* HEALTHCARE OFFERED AT COMMUNITY EVENTS LIKE THE HOSPITALITY HEALTH FAIR, WHERE 75 FREE HEALTH SCREENINGS WERE PROVIDED TO PUBLIC AND HOSPITALITY WORKERS.* THE HEALTHY SCHOOLS PROGRAM BROUGHT NURSES TO SCHOOLS TO SUPPORT CHILDREN WHERE THEY ARE (29,417 SCHOOL NURSE VISITS IN 2023.)PRIORITY AREA 2. DISCRIMINATION IN HEALTHCARE & HEALTH EQUITY:* OCHSNER COMMITTED $1.5M TO PROVIDE HEALTHCARE TO PEOPLE EXPERIENCING HOMELESSNESS IN PARTNERSHIP WITH UNITY AND THE CITY OF NEW ORLEANS.* CONTINUED PARTNERSHIP WITH XAVIER UNIVERSITY THROUGH OXIHER PROGRAM TO CONDUCT HEALTH EQUITY RESEARCH AND ADVOCACY.* NEW PARTNERSHIP WITH XAVIER UNIVERSITY TO CREATE THE XAVIER OCHSNER COLLEGE OF MEDICINE AND CLOSE HEALTHCARE WORKFORCE GAPS TO FURTHER HEALTH EQUITY.PRIORITY AREA 3. HEALTH LITERACY & EDUCATION:* K-12 EDUCATION OUTREACH: - K-12 STEM EDUCATION PROGRAMS (LIKE THE MULTI-WEEK STAR STUDENT PROGRAM AND STEM PATHFINDERS PROGRAM, AND STEM FEST GEARED TOWARD K-12 STUDENTS.)- PRE-NURSING APPRENTICESHIP PROGRAM.- PARTNERSHIPS WITH LOCAL ORGANIZATIONS LIKE SON OF A SAINT.* HEALTH EDUCATION RESOURCES PROVIDED AT COMMUNITY EVENTS AND HEALTH FAIRS.PRIORITY AREA 4. MENTAL & BEHAVIORAL HEALTH:* PARTNER IN THE NEW ORLEANS MENTAL HEALTH COLLABORATIVE. WORKING WITH UNITED WAY OF SOUTHEAST LOUISIANA AND OTHER LOCAL PARTNERS TO ADDRESS CRITICAL MENTAL HEALTHCARE GAPS.PRIORITY AREA 5. POVERTY & ECONOMIC OPPORTUNITY:* FORMED PARTNERSHIP WITH DELGADO SCHOOL TO CREATE THE OCHSNER CENTER FOR NURSING AND ALLIED HEALTH. FUNDING COMMITTED TO THE NEW BUILDING AND FULL-TIME TUITION SCHOLARSHIPS. PROVING OPPORTUNITIES FOR LOCAL GRADUATES TO ATTAIN HIGH-WAGE CAREERS.* OCHSNER SCHOLARS PROGRAM - TUITION FOR 346 NURSE SCHOLARS, PLUS MENTORSHIP AND CAREER GUIDANCE.* FORMED PARTNERSHIPS WITH DIVERSE SUPPLIERS, INCLUDING LOCAL NON-PROFIT ORGANIZATIONS LIKE "WHERE Y'ART WORKS," WHICH HAS SUPPLIED ART FOR OCHSNER FACILITIES FROM OVER 100 LOCAL ARTISTS.
GROUP A-FACILITY 2 -- OCHSNER MEDICAL CENTER - BATON ROUGE PART V, SECTION B, LINE 11: OCHSNER MEDICAL CENTER - BATON ROUGE (OMC - BR):2023 UPDATE ON 2021 COMMUNITY HEALTH IMPLEMENTATION PLAN -PRIORITY AREA 1. ACCESS TO AND CONTINUITY OF CARE:* APPROX. 50 COMMUNITY EVENTS INCLUDED FREE SCREENINGS, VACCINATIONS, AND HEALTH EDUCATION. * JAG MOBILE - MOBILE UNIT IN PARTNERSHIP WITH SOUTHERN UNIVERSITY. SENIOR NURSING STUDENTS PROVIDED SCREENINGS, EDUCATION, AND FOOD BOXES.* BIRTH READY PLUS DESIGNATION FOR SERVICES LIKE REGULAR LABOR CLASSES AND 'BABY BASICS' CLASSES AND MILK COLLECTION DEPOT.PRIORITY AREA 2. DISCRIMINATION IN HEALTHCARE & HEALTH EQUITY:* PARTNERED WITH CAPITOL REENTRY PROGRAM TO PERFORM OVER 200 HIV/STI TESTS THROUGH THE JAG MOBILE.* PRESENTING SPONSOR FOR URBAN LEAGUE'S BIG HEALTH EVENT TO PROMOTE HEALTH EQUITY AND BUILD STRONGER COMMUNITIES; 274 ATTENDEES. (INCLUDING SCREENINGS, EDUCATIONAL PANELS AND DEMOS, CAREER SERVICES, STEM ACTIVITIES FOR KIDS, PERFORMANCE TRAINING, AND MORE.)PRIORITY AREA 3. HEALTH LITERACY & EDUCATION:* IN JUNE 2023, OCHSNER COMMUNITY HEALTH BREES FAMILY CENTER (HOWELL BLVD.) AND EXXONMOBIL YMCA GRADUATED THEIR FIRST COHORT OF THE GEAUX GET HEALTHY PROGRAM - FREE COMMUNITY COOKING CLASSES.* STEM PATHFINDER: COST-FREE PROGRAM THAT INTRODUCES LOCAL HIGH SCHOOL STUDENTS TO A WIDE RANGE OF HEALTHCARE CAREER PATHS AND EQUIPS THEM WITH PROFESSIONAL AND LEADERSHIP SKILLS.* HBCU HEALTHCARE CAREERS SUMMIT AT SOUTHERN UNIVERSITY: PANEL DISCUSSIONS, NETWORKING OPPORTUNITIES, CAREER SERVICES, AND MORE WITH HBCU GRADUATE HEALTHCARE PROFESSIONALS.* EATFIT ALCOHOL FREE FOR 40 CHALLENGE HAD 70 PARTICIPANTS.* TOBACCO CESSATION PROGRAMS INCLUDED FREE TOBACCO CESSATION COUNSELING AND OUTREACH EFFORTS ON SOCIAL MEDIA AND IN-PERSON.PRIORITY AREA 4. MENTAL & BEHAVIORAL HEALTH:* JUNIOR LEAGUE'S WOMEN'S LEADERSHIP CONFERENCE HAD OCHSNER SPEAKER ON MENTAL HEALTH & WELLNESS.* CORPORATE SPONSOR FOR YOU AREN'T ALONE PROJECT LIVE ART EVENT.* HOSTED CONSCIOUS MOMS' MILES2MOMS - MATERNAL MENTAL HEALTH AWARENESS RUN/WALK.PRIORITY AREA 5. POVERTY & ECONOMIC OPPORTUNITY:* IN 2023, 583 FOOD IS MEDICINE BOXES WERE DISTRIBUTED THROUGH COLLABORATION WITH THE GREATER BATON ROUGE FOOD BANK. OCHSNER HEALTH CENTER - GONZALES BECAME A MOBILE PANTRY DISTRIBUTION SITE.* IN OCTOBER 2023, THE OCHSNER WELLNESS CENTER OPENED AT LSU. THE CENTER WILL EXPAND PHYSICAL AND MENTAL WELLNESS PROGRAMS AVAILABLE TO THE CAMPUS COMMUNITY.
GROUP A-FACILITY 3 -- OCHSNER MEDICAL CENTER - KENNER, LLC PART V, SECTION B, LINE 11: OCHSNER MEDICAL CENTER - KENNER (OMC - KENNER):2023 UPDATE ON 2021 COMMUNITY HEALTH IMPLEMENTATION PLAN - PRIORITY AREA 1. ACCESS TO AND CONTINUITY OF CARE:* DIGITAL MEDICINE EXPANSION IMPROVED EASE OF ACCESS TO CARE.PRIORITY AREA 2. DISCRIMINATION IN HEALTHCARE & HEALTH EQUITY:* TRAINED INDIVIDUALS AND FURTHERED HEALTH EQUITY THROUGH DIVERSITY, EQUITY AND INCLUSION TRAINING PROGRAM AND REGIONAL DEI COUNCIL.PRIORITY AREA 3. HEALTH LITERACY & EDUCATION:* KENNER DISCOVERY SCHOOL PARTNERSHIP.- FACILITATED A 10-WEEK OCHSNER INTERNSHIP FOR KENNER STUDENTS.- PROVIDED INTERACTIVE EDUCATIONAL ACTIVITIES AT STEAM FEST AT KENNER DISCOVERY TEACHING STUDENTS ABOUT ARTS AND STEM IN RELATION TO HEALTHCARE.* NURSING PRE-APPRENTICESHIP PROGRAM IN PARTNERSHIP WITH BONNABEL HIGH SCHOOL.PRIORITY AREA 4. ENVIRONMENTAL FACTORS:* INFRASTRUCTURE IMPROVEMENTS TO MITIGATE ENVIRONMENTAL IMPACT, INCLUDING BIKE RACKS AND EV CHARGER INSTALLATION, AND ENERGY EFFICIENCY IMPROVEMENTS.* EMPLOYEE VOLUNTEER CLEAN-UP AND BEAUTIFICATION EVENT AT COMMUNITY PARK.* LAUNCHED NEW BOTTLE AND CAN RECYCLING STREAM. RECYCLED 65,000 BOTTLES AND CANS IN 2023.* INCORPORATED EDUCATION INTO NEW EMPLOYEE ORIENTATION ON ENVIRONMENTAL IMPACT OF HEALTHCARE AND HEALTH IMPACT OF CLIMATE CHANGE.
GROUP A-FACILITY 4 -- OCHSNER ST. ANNE GENERAL HOSPITAL PART V, SECTION B, LINE 11: OCHSNER ST. ANNE GENERAL HOSPITAL:2023 UPDATE ON 2021 COMMUNITY HEALTH IMPLEMENTATION PLAN - PRIORITY AREA 1. ACCESS & CONTINUITY OF CARE:* HOSTED THREE COMMUNITY FREE HEALTH FAIRS - PERFORMED 1990 FREE HEALTH SCREENINGS AND ADMINISTERED 479 FREE FLU VACCINES.* ASSISTED PATIENTS TO OBTAIN FINANCIAL ASSISTANCE FOR PRESCRIPTION MEDICATION USING GOOD RX CARDS AND THE MEDICATION ASSISTANCE PROGRAM.* EXPANDED DIGITAL ACCESS THROUGH USE OF MYCHART ACCOUNT, CONNECTED MOM, OCHSNER ANYWHERE CARE, AND DIGITAL MEDICINE PROGRAM.PRIORITY AREA 2. DISCRIMINATION IN HEALTHCARE AND HEALTH EQUITY:* PARTNERED WITH ALIDORE AMBASSADOR COMMITTEE, WHICH SERVES TO IMPROVE THE HEALTH OF RESIDENTS AND BRING AWARENESS OF AVAILABLE RESOURCES TO THE RESIDENTS OF THE COMMUNITY.* PERFORMED FREE HEALTH SCREENINGS AT 2 LOCAL BUSINESSES WHICH EMPLOY A LARGE POPULATION OF HISPANICS. SUPPORTED BY OCHSNER CERTIFIED INTERPRETERS AND INCLUDED FOLLOW-UP EDUCATION REGARDING LAB RESULTS AND WAYS TO IMPROVE.PRIORITY AREA 3. EDUCATION AND HEALTH LITERACY:* 80 FREE HEALTH PRESENTATIONS WERE GIVEN WITH 2609 ATTENDEES, WITH DEMONSTRATED INCREASE IN KNOWLEDGE BY PARTICIPANTS.* STARTED NEW EDUCATIONAL PROGRAMS: GROWING UP FOR BOYS, PEDIATRIC FIRST AID AND CPR CLASSES, A BRAIN INJURY SUPPORT GROUP AS WELL AS FALL PREVENTION SCREENINGS FOR THE COMMUNITY.* PRESENTED 3 EDUCATIONAL PROGRAMS TO THE LAFOURCHE PARISH SCHOOLS SUMMER ACADEMY STUDENTS.PRIORITY AREA 4. MENTAL & BEHAVIORAL HEALTH:* FREE MENTAL HEALTH SEMINAR PRESENTED TO THE COMMUNITY. * HIRED A NURSE PRACTITIONER MENTAL HEALTH PROVIDER.* ASSISTED MENTAL HEALTH PATIENTS TO OBTAIN FINANCIAL ASSISTANCE FOR PRESCRIPTION MEDICATION USING GOOD RX CARDS AND THE MEDICATION ASSISTANCE PROGRAM.
GROUP A-FACILITY 5 -- OCHSNER MEDICAL CENTER - NORTHSHORE, LLC PART V, SECTION B, LINE 11: OCHSNER MEDICAL CENTER - NORTHSHORE (OMC - NORTHSHORE) (END: 6/2023):2023 UPDATE ON 2021 COMMUNITY HEALTH IMPLEMENTATION PLAN -PRIORITY AREA 1. ACCESS TO AND CONTINUITY OF CARE:* SLIDELL MEMORIAL HOSPITAL (SMH) AND OCHSNER RECRUITED 68 NEW PRIMARY CARE AND SPECIALTY PROVIDERS IN THE SERVICE DISTRICT, INCREASING AVAILABLE CLINIC APPOINTMENTS FOR THE COMMUNITY.* SMH AND OCHSNER EXPANDED SERVICES AVAILABLE TO THE COMMUNITY, INCLUDING OPENING A COMPREHENSIVE CANCER CARE CLINIC, NEW PROCEDURES IN UROLOGY, NEUROLOGY CARE AND THERAPY AND WELLNESS.PRIORITY AREA 2. DISCRIMINATION IN HEALTHCARE & HEALTH EQUITY:* DIVERSITY, EQUITY AND INCLUSION TRAINING PROGRAMS THAT SMH AND OCHSNER IMPLEMENTED TO COVER CULTURAL COMPETENCY, UNCONSCIOUS BIAS AWARENESS, RESPECTFUL COMMUNICATION, AND POLICIES PROMOTING EQUITY AND DIVERSITY.* HEALTH SCREENINGS OFFERED FOR DIVERSE AUDIENCES AND ARE DESIGNED TO EDUCATE THE COMMUNITY ABOUT MULTIPLE HEALTH TOPICS. PRIORITY AREA 3. HEALTH LITERACY & EDUCATION:* PROVIDED PROGRAMS FOR CHILDREN AND ADOLESCENTS DESIGNED TO FIT THEIR HEALTH NEEDS AND INTERESTS:- RESOURCES SUCH AS BASIC FIRST AID AND HAND HYGIENE.- TECHNOLOGY AND GADGET SAFETY.- COOKING SAFETY AND HEALTHY NUTRITION.- FIT AS A FIREFIGHTER SUMMER CAMP.* FREE MONTHLY EDUCATIONAL LUNCH AND LEARN SERIES ON ONGOING HEALTHCARE AND RELATED ISSUES INCLUDING PROPER PREVENTIVE OPTIONS FOR THE ADULT AND ELDERLY POPULATIONS (HEALTHY MEAL PROVIDED.)PRIORITY AREA 4. MENTAL & BEHAVIORAL HEALTH:* 30 MIN STRESS MANAGEMENT COURSE ON THE IMPORTANCE OF MANAGING STRESS OFFERED AT VARIOUS LOCATIONS IN THE COMMUNITY. TOPICS INCLUDE: HOW STRESS AFFECTS THE BODY, CONQUERING STRESS, TECHNIQUES AND TIPS.* INCREASED EMPLOYEE EDUCATION ADDRESSING BEHAVIORAL HEALTH FOR PATIENTS WITH DIVERSE CULTURAL BACKGROUNDS.* INCREASED COMMUNITY EDUCATION AND REFERRALS TO RESOURCES, SUCH AS THE OCHSNER PSYCHIATRY AND BEHAVIORAL HEALTH OFFICE ON THE SLIDELL MEMORIAL HOSPITAL CAMPUS, AND THE ADDITION OF A SOCIAL WORKER TO CONNECT PATIENTS TO BEHAVIORAL HEALTH RESOURCES IN A PRIMARY CARE CLINIC.
GROUP A-FACILITY 7 -- OCHSNER ST. MARY PART V, SECTION B, LINE 11: OCHSNER ST. MARY HOSPITAL:2023 UPDATE ON 2021 COMMUNITY HEALTH IMPLEMENTATION PLAN - PRIORITY AREA 1. ACCESS TO AND CONTINUITY OF CARE:* HOSTED COMMUNITY FREE HEALTH FAIR/FLU FAIR.* HOSTED 2 SCREENING EVENTS AT BROWNELL HOMES NEIGHBORHOOD AND BAYOU VISTA LIBRARY.* CONNECTED WITH REGISTRATION DEPARTMENT TO GET PATIENTS SIGNED UP FOR MYCHART. PRIORITY AREA 2. DISCRIMINATION IN HEALTHCARE & HEALTH EQUITY:* PARTNERED WITH ST. MARY PARISH & ASSUMPTION PARISH COUNCIL ON AGING FOR FREE HEALTH SCREENINGS. PATTERSON COUNCIL ON AGING, MORGAN CITY COUNCIL ON AGING, AND PIERRE PART COUNCIL ON AGING. THIS IS A MONTHLY FREE SCREENING EVENT THAT TAKE PLACE AT EACH CENTER. * PARTNERED WITH THE LOCAL AARP IN ORDER TO UPDATE AND CONNECT THEM WITH THE PHYSICIAN AND NP, AND SERVICES WE OFFER HERE AT OCHSNER ST. MARY. PRIORITY AREA 3. HEALTH LITERACY & EDUCATION:* 17 FREE HEALTH SEMINARS (HELLO HEALTH PRESENTATIONS) TO INCREASE HOSPITAL AND CLINICS VOLUME. * STARTED THE SAFE SITTER PROGRAM/CPR, SCHOOL FITNESS & NUTRITION SEMINAR HELD AT THE LOCAL ELEMENTARY SCHOOLS (ST. MARY PARISH SCHOOL SYSTEM.) GROWING UP FOR GIRLS, FALL PREVENTION SEMINARS, ALLIED HEALTH PROGRAM AT LOCAL HIGH SCHOOLS, AHEC JOB SHADOWING PROGRAM.PRIORITY AREA 4. MENTAL & BEHAVIORAL HEALTH: * FREE MENTAL WELLNESS SEMINAR TO THE COMMUNITY; 20 COMMUNITY MEMBERS ATTENDED. * CONNECTED WITH THE INPATIENT BEHAVIORAL HEALTH TEAM TO DO AN EDUCATION AND WELLNESS TABLE AT THE HOSPITAL. PRIORITY AREA 5. POVERTY & ECONOMIC OPPORTUNITY:* SCHOOL FITNESS & NUTRITION SEMINAR.* AHEC JOB SHADOWING.* ALLIED HEALTH.* SAFE SITTER.* SEMINARS: NUTRITION, DIABETES, ARTHRITIS, MENTAL WELLNESS, SMOKING CESSATION, FALL PREVENTION, HEART HEALTH.
PART V, SECTION B FACILITY REPORTING GROUP A
FACILITY REPORTING GROUP A CONSISTS OF: - FACILITY 1: OCHSNER MEDICAL CENTER, - FACILITY 2: OCHSNER MEDICAL CENTER-BATON ROUGE, - FACILITY 3: OCHSNER MEDICAL CENTER-KENNER, LLC, - FACILITY 4: OCHSNER ST. ANNE GENERAL HOSPITAL, - FACILITY 5: OCHSNER MEDICAL CENTER-NORTHSHORE, LLC, - FACILITY 7: OCHSNER ST. MARY
FACILITY REPORTING GRP A (FACS 1 - 5, 7) PART V, SECTION B, LINE 5: COMMUNITY INPUT WAS PROVIDED THROUGH COMMUNITY-WIDE SURVEYS, FOCUS GROUPS, AND INTERVIEWS. OVERALL, ROUGHLY 3,545 COMMUNITY MEMBERS PARTICIPATED FROM JUNE - AUGUST 2021 IN THE INPUT PROCESS. COMMUNITY ORGANIZATIONS WERE ALSO CONSULTED IN INTERVIEWS, INCLUDING LOCAL FOOD BANKS, DISABILITY AID NON-PROFITS, HEALTH-CENTERED NON-PROFITS, CHAMBERS OF COMMERCE, HOUSING ORGANIZATIONS, LGBTQ+ ORGANIZATIONS, RELIGIOUS ORGANIZATIONS, ADVOCACY GROUPS, AND MORE, SUCH AS ST. JOHN THE BAPTIST PARISH JUSTICE COURT, ODYSSEY HOUSE, SAFE HAVEN, CRESCENT CITY FAMILY SERVICES, COVENANT HOUSE, AND NORTHSHORE FOOD BANK. THESE INCLUDED MEMBERS, REPRESENTATIVES, OR LEADERS OF MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS.THE CHNAS FOR REPORTING GROUP A WERE ADOPTED BY THEIR RESPECTIVE BOARDS IN NOVEMBER 2021 (OCHSNER ST. MARY) AND DECEMBER 2021 (ALL OTHERS.) THE RELATED IMPLEMENTATION STRATEGIES FOR GROUP A WERE ADOPTED BY THEIR RESPECTIVE BOARDS IN APRIL 2022 AND MAY 2022.
FACILITY REPORTING GRP A (FACS 1 - 5, 7) PART V, SECTION B, LINE 6A: THE CHNA WAS CONDUCTED WITH A NUMBER OF OTHER HOSPITAL FACILITIES:CHILDREN'S HOSPITAL NEW ORLEANSEAST JEFFERSON GENERAL HOSPITALNEW ORLEANS EAST HOSPITALNORTHSHORE EXTENDED CARE HOSPITALNORTH SHORE REHABILITATION HOSPITALOCHSNER REHABILITATION HOSPITALRIVER PLACE BEHAVIORAL HEALTH HOSPITALSLIDELL MEMORIAL HOSPITALST. TAMMANY PARISH HEALTH SYSTEMTOURO INFIRMARYTULANE MEDICAL CENTER (INCLUDES TULANE LAKESIDE HOSPITAL & LAKEVIEW REGIONAL MEDICAL CENTER)UNIVERSITY MEDICAL CENTER NEW ORLEANSWEST JEFFERSON MEDICAL CENTER
FACILITY REPORTING GRP A (FACS 1 - 5, 7) PART V, SECTION B, LINE 13H: PATIENTS WHOSE FAMILY INCOME EXCEEDS 200% OF THE FPL MAY BE ELIGIBLE TO RECEIVE DISCOUNTED RATES ON A CASE-BY-CASE BASIS BASED ON THEIR SPECIFIC CIRCUMSTANCES, FOR EXAMPLE CATASTROPHIC ILLNESS OR MEDICAL INDIGENCE, AT THE DISCRETION OF OCHSNER MANAGEMENT.
FACILITY REPORTING GRP A (FACS 1 - 5, 7) PART V, SECTION B, LINE 15E: THE FAP APPLICATION IS PROVIDED TO THE PATIENT OR THEIR REPRESENTATIVE IMMEDIATELY UPON REQUEST.
FACILITY REPORTING GRP A (FACS 1 - 5, 7) PART V, SECTION B, LINE 16J: THE POLICY IS INCLUDED IN PATIENT BILLING STATEMENTS.
PART V, SECTION B FACILITY REPORTING GROUP B
FACILITY REPORTING GROUP B CONSISTS OF: - FACILITY 6: OCHSNER MEDICAL CENTER-HANCOCK
FACILITY REPORTING GROUP B (FACILITY 6) PART V, SECTION B, LINE 5: COMMUNITY INPUT WAS PROVIDED THROUGH A COMMUNITY-WIDE SURVEY, FOCUS GROUPS, AND INTERVIEWS. OVERALL, 99 COMMUNITY MEMBERS PARTICIPATED FROM AUGUST - NOVEMBER 2022 IN THE INPUT PROCESS. COMMUNITY ORGANIZATIONS WERE ALSO CONSULTED IN INTERVIEWS, INCLUDING LOCAL FOOD BANKS, DISABILITY AID NON-PROFITS, HEALTH-CENTERED NON-PROFITS, CHAMBERS OF COMMERCE, HOUSING ORGANIZATIONS, LGBTQ+ ORGANIZATIONS, RELIGIOUS ORGANIZATIONS, ADVOCACY GROUPS, AND MORE, SUCH AS HANCOCK COUNTY LIBRARY SYSTEM, ROTARY CLUB, CASA AND HANCOCK SCHOOL DISTRICT. THESE INCLUDED MEMBERS, REPRESENTATIVES, OR LEADERS OF MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS.THE CHNA FOR REPORTING GROUP B WAS ADOPTED BY THE BOARD IN DECEMBER 2022 AND THE RELATED IMPLEMENTATION STRATEGY FOR GROUP B WAS ADOPTED BY THE BOARD IN APRIL 2023.
FACILITY REPORTING GROUP B (FACILITY 6) PART V, SECTION B, LINE 11: OCHSNER MEDICAL CENTER - HANCOCK: 2023 UPDATE ON 2022 COMMUNITY HEALTH IMPLEMENTATION PLAN - PRIORITY AREA 1. ACCESS TO AND CONTINUITY OF CARE:* HEALTH FAIR DIAMONDHEAD SENIOR CITIZEN GROUP (40 PEOPLE.)* GULFSIDE ASSEMBLY HEALTH FAIR - BLOOD PRESSURE (50 PEOPLE.)* DR. LAM AT ST ROSA CHURCH SENIOR CITIZENS (70 PEOPLE.)PRIORITY AREA 2. DISCRIMINATION IN HEALTHCARE & HEALTH EQUITY:* EMPLOYEE VOLUNTEERS AT BOYS AND GIRLS CLUB READING (200 STUDENTS.)* REGIONAL DEI COUNCIL THAT CEO SITS ON ENSURES THAT SYSTEM INITIATIVES CASCADE TO REGIONAL LEVEL.PRIORITY AREA 3. HEALTH LITERACY & EDUCATION: * MULTIPLE CLASSES HELD IN LOCAL HIGH SCHOOLS INCLUDING ANTI-VAPE CLASS (800 STUDENTS TOTAL) AND COOKING CLASS (25 STUDENTS.)* CHILDRENS BOOTHS AND FINE MOTOR SKILL GAMES AT COMMUNITY EVENTS (LIKE PASS CHRISTIAN CHRISTMAS PARADE.)* GUEST SPEAKERS AT COMMUNITY EVENTS ON HEALTHY LIFESTYLE AND (ROTARY CLUB, YOUTH COURT, HANCOCK LEADERSHIP CLASS.)PRIORITY AREA 4. MENTAL & BEHAVIORAL HEALTH:* COMMUNITY BEAUTIFICATION VOLUNTEER EVENTS TO IMPROVE PHYSICAL ENVIRONMENT, IMPROVING MENTAL HEALTH (40 EMPLOYEES.)
FACILITY REPORTING GROUP B (FACILITY 6) PART V, SECTION B, LINE 13H: PATIENTS WHOSE FAMILY INCOME EXCEEDS 200% OF THE FPL MAY BE ELIGIBLE TO RECEIVE DISCOUNTED RATES ON A CASE-BY-CASE BASIS BASED ON THEIR SPECIFIC CIRCUMSTANCES, FOR EXAMPLE CATASTROPHIC ILLNESS OR MEDICAL INDIGENCE, AT THE DISCRETION OF OCHSNER MANAGEMENT.
FACILITY REPORTING GROUP B (FACILITY 6) PART V, SECTION B, LINE 15E: THE FAP APPLICATION IS PROVIDED TO THE PATIENT OR THEIR REPRESENTATIVE IMMEDIATELY UPON REQUEST.
FACILITY REPORTING GROUP B (FACILITY 6) PART V, SECTION B, LINE 16J: THE POLICY IS INCLUDED IN PATIENT BILLING STATEMENTS.
PART V, SECTION B FACILITY REPORTING GROUP C
FACILITY REPORTING GROUP C CONSISTS OF: - FACILITY 8: OCHSNER REHABILITATION HOSPITAL, - FACILITY 9: NORTH SHORE REHABILITATION HOSPITAL
FACILITY REPORTING GROUP C (FACS 8 - 9) PART V, SECTION B, LINE 5: COMMUNITY INPUT WAS PROVIDED THROUGH COMMUNITY-WIDE SURVEYS, FOCUS GROUPS, AND INTERVIEWS. OVERALL, ROUGHLY 3,545 COMMUNITY MEMBERS PARTICIPATED FROM JUNE - AUGUST 2021 IN THE INPUT PROCESS. COMMUNITY ORGANIZATIONS WERE ALSO CONSULTED IN INTERVIEWS, INCLUDING LOCAL FOOD BANKS, DISABILITY AID NON-PROFITS, HEALTH-CENTERED NON-PROFITS, CHAMBERS OF COMMERCE, HOUSING ORGANIZATIONS, LGBTQ+ ORGANIZATIONS, RELIGIOUS ORGANIZATIONS, ADVOCACY GROUPS, AND MORE, SUCH AS ST. JOHN THE BAPTIST PARISH JUSTICE COURT, ODYSSEY HOUSE, SAFE HAVEN, CRESCENT CITY FAMILY SERVICES, COVENANT HOUSE, AND NORTHSHORE FOOD BANK. THESE INCLUDED MEMBERS, REPRESENTATIVES, OR LEADERS OF MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS.THE CHNAS FOR REPORTING GROUP C WERE ADOPTED BY THEIR RESPECTIVE BOARDS IN DECEMBER 2021 AND THE RELATED IMPLEMENTATION STRATEGIES FOR GROUP C WERE ADOPTED BY THEIR RESPECTIVE BOARDS IN MAY 2022.
FACILITY REPORTING GROUP C (FACS 8 - 9) PART V, SECTION B, LINE 6A: THE CHNA WAS CONDUCTED WITH A NUMBER OF OTHER HOSPITAL FACILITIES:CHILDREN'S HOSPITAL NEW ORLEANSEAST JEFFERSON GENERAL HOSPITALNEW ORLEANS EAST HOSPITALNORTHSHORE EXTENDED CARE HOSPITALOCHSNER MEDICAL CENTER - NEW ORLEANSOCHSNER BAPTIST - A CAMPUS OF OCHSNER MEDICAL CENTEROCHSNER MEDICAL CENTER - WEST BANK CAMPUSOCHSNER MEDICAL CENTER - BATON ROUGEOCHSNER MEDICAL CENTER - KENNEROCHSNER ST. ANNE GENERAL HOSPITALOCHSNER MEDICAL CENTER - NORTHSHOREOCHSNER ST. MARYRIVER PLACE BEHAVIORAL HEALTH HOSPITALSLIDELL MEMORIAL HOSPITALST. TAMMANY PARISH HEALTH SYSTEMTOURO INFIRMARYTULANE MEDICAL CENTER (INCLUDES TULANE LAKESIDE HOSPITAL & LAKEVIEW REGIONAL MEDICAL CENTER)UNIVERSITY MEDICAL CENTER NEW ORLEANSWEST JEFFERSON MEDICAL CENTER
FACILITY REPORTING GROUP C (FACS 8 - 9) PART V, SECTION B, LINE 11: OCHSNER REHABILITATION HOSPITAL:2023 UPDATE ON 2021 COMMUNITY HEALTH IMPLEMENTATION PLAN - PRIORITY AREA 1. ACCESS TO AND CONTINUITY OF CARE:* DIGITAL MEDICINE EXPANSION ALLOWED EASIER CONNECTION WITH HEALTH PROFESSIONALS FROM HOME.* HEALTHCARE OFFERED AT COMMUNITY EVENTS LIKE THE HOSPITALITY HEALTH FAIR, WHERE 75 FREE HEALTH SCREENINGS WERE PROVIDED TO PUBLIC AND HOSPITALITY WORKERS.* THE HEALTHY SCHOOLS PROGRAM BRINGS NURSES TO SCHOOLS TO SUPPORT CHILDREN WHERE THEY ARE (29,417 SCHOOL NURSE VISITS IN 2023.)PRIORITY AREA 2. DISCRIMINATION IN HEALTHCARE & HEALTH EQUITY:* OCHSNER COMMITTED $1.5M TO PROVIDE HEALTHCARE TO PEOPLE EXPERIENCING HOMELESSNESS IN PARTNERSHIP WITH UNITY AND THE CITY OF NEW ORLEANS.* CONTINUED PARTNERSHIP WITH XAVIER UNIVERSITY THROUGH OXIHER PROGRAM TO CONDUCT HEALTH EQUITY RESEARCH AND ADVOCACY.* NEW PARTNERSHIP WITH XAVIER UNIVERSITY TO CREATE THE XAVIER OCHSNER COLLEGE OF MEDICINE AND CLOSE HEALTHCARE WORKFORCE GAPS TO FURTHER HEALTH EQUITY.PRIORITY AREA 3. HEALTH LITERACY & EDUCATION:* K-12 EDUCATION OUTREACH: - K-12 STEM EDUCATION PROGRAMS (LIKE THE MULTI-WEEK STAR STUDENT PROGRAM AND STEM PATHFINDERS PROGRAM, AND STEM FEST GEARED TOWARD K-12 STUDENTS.)- PRE-NURSING APPRENTICESHIP PROGRAM.- PARTNERSHIPS WITH LOCAL ORGANIZATIONS LIKE SON OF A SAINT.* HEALTH EDUCATION RESOURCES PROVIDED AT COMMUNITY EVENTS AND HEALTH FAIRS.PRIORITY AREA 4. MENTAL & BEHAVIORAL HEALTH:* PARTNER IN THE NEW ORLEANS MENTAL HEALTH COLLABORATIVE. WORKING WITH UNITED WAY OF SOUTHEAST LOUISIANA AND OTHER LOCAL PARTNERS TO ADDRESS CRITICAL MENTAL HEALTHCARE GAPS.PRIORITY AREA 5. POVERTY & ECONOMIC OPPORTUNITY:* FORMED PARTNERSHIP WITH DELGADO SCHOOL TO CREATE THE OCHSNER CENTER FOR NURSING AND ALLIED HEALTH. FUNDING COMMITTED TO THE NEW BUILDING AND FULL-TIME TUITION SCHOLARSHIPS. PROVING OPPORTUNITIES FOR LOCAL GRADUATES TO ATTAIN HIGH-WAGE CAREERS.* OCHSNER SCHOLARS PROGRAM - TUITION FOR 346 NURSE SCHOLARS, PLUS MENTORSHIP AND CAREER GUIDANCE.* FORMED PARTNERSHIPS WITH DIVERSE SUPPLIERS, INCLUDING LOCAL NON-PROFIT ORGANIZATIONS LIKE "WHERE Y'ART WORKS," WHICH HAS SUPPLIED ART FOR OCHSNER FACILITIES FROM OVER 100 LOCAL ARTISTS.PART V, SECTION B, LINE 11: NORTH SHORE REHABILITATION HOSPITAL:2023 UPDATE ON 2021 COMMUNITY HEALTH IMPLEMENTATION PLAN -THIS IS THE FIRST CHNA FOR THIS FACILITY, AS IT WAS LICENSED IN 2019. PRIORITY AREA 1. ACCESS TO AND CONTINUITY OF CARE:* SLIDELL MEMORIAL HOSPITAL (SMH) AND OCHSNER RECRUITED 68 NEW PRIMARY CARE AND SPECIALTY PROVIDERS IN THE SERVICE DISTRICT, INCREASING AVAILABLE CLINIC APPOINTMENTS FOR THE COMMUNITY.* SMH AND OCHSNER EXPANDED SERVICES AVAILABLE TO THE COMMUNITY, INCLUDING OPENING A COMPREHENSIVE CANCER CARE CLINIC, NEW PROCEDURES IN UROLOGY, NEUROLOGY CARE AND THERAPY AND WELLNESS.PRIORITY AREA 2. DISCRIMINATION IN HEALTHCARE & HEALTH EQUITY:* DIVERSITY, EQUITY AND INCLUSION TRAINING PROGRAMS THAT SMH AND OCHSNER IMPLEMENTED TO COVER CULTURAL COMPETENCY, UNCONSCIOUS BIAS AWARENESS, RESPECTFUL COMMUNICATION, AND POLICIES PROMOTING EQUITY AND DIVERSITY.* HEALTH SCREENINGS OFFERED FOR DIVERSE AUDIENCES AND ARE DESIGNED TO EDUCATE THE COMMUNITY ABOUT MULTIPLE HEALTH TOPICS. PRIORITY AREA 3. HEALTH LITERACY & EDUCATION:* PROVIDED PROGRAMS FOR CHILDREN AND ADOLESCENTS DESIGNED TO FIT THEIR HEALTH NEEDS AND INTERESTS:- RESOURCES SUCH AS BASIC FIRST AID AND HAND HYGIENE.- TECHNOLOGY AND GADGET SAFETY.- COOKING SAFETY AND HEALTHY NUTRITION.- FIT AS A FIREFIGHTER SUMMER CAMP.* FREE MONTHLY EDUCATIONAL LUNCH AND LEARN SERIES ON ONGOING HEALTHCARE AND RELATED ISSUES INCLUDING PROPER PREVENTIVE OPTIONS FOR THE ADULT AND ELDERLY POPULATIONS (HEALTHY MEAL PROVIDED.)PRIORITY AREA 5. MENTAL & BEHAVIORAL HEALTH:* 30 MIN STRESS MANAGEMENT COURSE ON THE IMPORTANCE OF MANAGING STRESS OFFERED AT VARIOUS LOCATIONS IN THE COMMUNITY. TOPICS INCLUDE: HOW STRESS AFFECTS THE BODY, CONQUERING STRESS, TECHNIQUES AND TIPS.* INCREASED EMPLOYEE EDUCATION ADDRESSING BEHAVIORAL HEALTH FOR PATIENTS WITH DIVERSE CULTURAL BACKGROUNDS.* INCREASED COMMUNITY EDUCATION AND REFERRALS TO RESOURCES, SUCH AS THE OCHSNER PSYCHIATRY AND BEHAVIORAL HEALTH OFFICE ON THE SLIDELL MEMORIAL HOSPITAL CAMPUS, AND THE ADDITION OF A SOCIAL WORKER TO CONNECT PATIENTS TO BEHAVIORAL HEALTH RESOURCES IN A PRIMARY CARE CLINIC.
FACILITY REPORTING GROUP C (FACS 8 - 9) PART V, SECTION B, LINE 13H: PATIENTS WHOSE FAMILY INCOME EXCEEDS 200% OF THE FPL MAY BE ELIGIBLE TO RECEIVE DISCOUNTED RATES ON A CASE-BY-CASE BASIS BASED ON THEIR SPECIFIC CIRCUMSTANCES, FOR EXAMPLE CATASTROPHIC ILLNESS OR MEDICAL INDIGENCE, AT THE DISCRETION OF MANAGEMENT.
PART V, SECTION A - OCHSNER MEDICAL CENTER CAMPUSES - FAC REPORTING GROUP A OCHSNER MEDICAL CENTER IS A MULTI-CAMPUS HOSPITAL FACILITY. THE SATELLITE LOCATIONS OPERATE UNDER THE SAME LICENSE, SO THEY ARE COMBINED ON THIS FORM IN COMPLIANCE WITH THE INSTRUCTIONS AND THE SECTION 501(R) REGULATIONS. IN ADDITION TO THE OCHSNER MEDICAL CENTER NEW ORLEANS CAMPUS ON 1516 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.OCHSNER MEDICAL CENTER - WEST BANK CAMPUS, 2500 BELLE CHASSE HWY., GRETNA, LA 70056.OCHSNER HOSPITAL FOR ORTHOPEDICS & SPORTS MEDICINE, 1221 S. CLEARVIEW PARKWAY, JEFFERSON, LA 70121.OCHSNER MEDICAL COMPLEX - CLEARVIEW (BEG: 1/23), 4430 VETERANS MEMORIAL BLVD., METAIRIE, LA 70006
PART V, SECTION B, LINE 3E - THE SIGNIFICANT NEEDS OF THE COMMUNITY THE NEEDS IDENTIFIED IN THE CHNA WERE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS IN THE COMMUNITY, AS PRIORITIZED BY THE COMMUNITY LEADERS.
PART V, SECTION B, LINE 7 - HOSPITAL FACILITY'S WEBSITE: FACILITY REPORTING GROUPS A, B, AND C:HTTPS://WWW.OCHSNER.ORG/GIVING/COMMUNITY-OUTREACH/COMMUNITY-HEALTH-NEEDS-ASSESSMENT
PART V, SECTION B, LINE 16A - FAP WEBSITE: FACILITY REPORTING GROUPS A AND B:HTTPS://WWW.OCHSNER.ORG/PATIENTS-VISITORS/BILLING-AND-FINANCIAL-SERVICES/FINANCIAL-ASSISTANCEFACILITY REPORTING GROUP C:HTTPS://WWW.OCHSNER-REHAB.COM/PATIENTS-AND-CAREGIVERS/ADMISSIONS/FINANCIAL-ASSISTANCE/HTTPS://WWW.NORTHSHORE-REHAB.COM/PATIENTS-AND-CAREGIVERS/ADMISSIONS/FINANCIAL-ASSISTANCE/
PART V, SECTION B, LINE 16B - FAP APPLICATION WEBSITE: FACILITY REPORTING GROUPS A AND B:HTTPS://WWW.OCHSNER.ORG/PATIENTS-VISITORS/BILLING-AND-FINANCIAL-SERVICES/FINANCIAL-ASSISTANCEFACILITY REPORTING GROUP C:HTTPS://WWW.OCHSNER-REHAB.COM/PATIENTS-AND-CAREGIVERS/ADMISSIONS/FINANCIAL-ASSISTANCE/HTTPS://WWW.NORTHSHORE-REHAB.COM/PATIENTS-AND-CAREGIVERS/ADMISSIONS/FINANCIAL-ASSISTANCE/
PART V, SECTION B, LINE 16C - FAP PLAIN LANGUAGE SUMMARY WEBSITE: FACILITY REPORTING GROUPS A AND B:HTTPS://WWW.OCHSNER.ORG/PATIENTS-VISITORS/BILLING-AND-FINANCIAL-SERVICES/FINANCIAL-ASSISTANCEFACILITY REPORTING GROUP C:HTTPS://WWW.OCHSNER-REHAB.COM/PATIENTS-AND-CAREGIVERS/ADMISSIONS/FINANCIAL-ASSISTANCE/HTTPS://WWW.NORTHSHORE-REHAB.COM/PATIENTS-AND-CAREGIVERS/ADMISSIONS/FINANCIAL-ASSISTANCE/
PART V, SECTION A - OCHSNER MEDICAL CENTER CAMPUSES - FAC REPORTING GROUP A FACILITY 5: OCHSNER MEDICAL CENTER - NORTHSHORE, LLC:ON JULY 1, 2023, THIS FACILITY WAS LEASED BY SLIDELL MEMORIAL HOSPITAL AND IS NO LONGER OPERATED WITHIN THE OCF ORGANIZATION.
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 9
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?150
Name and address Type of Facility (describe)
1 1 - OCHSNER MEDICAL COMPLEX - THE GROVE
10310 THE GROVE BLVD
BATON ROUGE,LA70836
HEALTH CENTER
2 2 - ST TAMMANY CANCER CENTER
900 OCHSNER BLVD
COVINGTON,LA70433
HEALTH CENTER
3 3 - PHARMACY & WELLNESS - CLEARVIEW
4430 VETERANS MEMORIAL BLVD
METAIRIE,LA70006
PHARMACY
4 4 - OCHSNER HEALTH CENTER - COVINGTON
1000 OCHSNER BLVD
COVINGTON,LA70433
HEALTH CENTER
5 5 - THE GAYLE AND TOM BENSON CANCER CENTER
1514 JEFFERSON HWY
NEW ORLEANS,LA70121
HEALTH CENTER
6 6 - OCHSNER HEALTH CENTER - KENNER
200 WEST ESPLANADE AVE
KENNER,LA70065
HEALTH CENTER
7 7 - OCHSNER IMAGING CENTER
1601 JEFFERSON HWY
NEW ORLEANS,LA70121
IMAGING CENTER
8 8 - OCHSNER HEALTH CENTER - BAPTIST NAPOLEON M
2820 NAPOLEON AVE
NEW ORLEANS,LA70115
HEALTH CENTER
9 9 - OCHSNER CANCER CENTER - BATON ROUGE
17050 MEDICAL CENTER DR 1ST FLOOR
BATON ROUGE,LA70816
HEALTH CENTER
10 10 - OCHSNER HEALTH CENTER - O'NEAL
16777 MEDICAL CENTER DR
BATON ROUGE,LA70816
HEALTH CENTER
11 11 - OCHSNER KIDNEY CARE - JEFFERSON HIGH
320 MAINE STREET
JEFFERSON,LA70121
HEALTH CENTER
12 12 - OCHSNER HEALTH CENTER FOR CHILDREN - NEW O
1315 JEFFERSON HWY
NEW ORLEANS,LA70121
HEALTH CENTER
13 13 - OCHSNER EMERGENCY ROOM - MARRERO
4837 LAPALCO BLVD
MARRERO,LA70072
HEALTH CENTER
14 14 - OCHSNER SPECIALTY HEALTH CENTER ONE SLID
1850 GAUSE BLVD EAST
SLIDELL,LA70461
HEALTH CENTER
15 15 - OCHSNER KIDNEY CARE - MARRERO
1201 BARATARIA BLVD
MARRERO,LA70072
HEALTH CENTER
16 16 - OCHSNER KIDNEY CARE - ALGIERS
4001 GENERAL DE GAULLE DR
NEW ORLEANS,LA70114
HEALTH CENTER
17 17 - OCHSNER KIDNEY CARE - METAIRIE
4300 W ESPLANADE AVE
METAIRIE,LA70006
HEALTH CENTER
18 18 - OCHSNER HEALTH CENTER - WEST BANK
120 OCHSNER BLVD
GRETNA,LA70056
HEALTH CENTER
19 19 - OCHSNER CENTER FOR PRIMARY CARE AND WELLNE
1401 JEFFERSON HWY
NEW ORLEANS,LA70121
HEALTH CENTER
20 20 - LIESELOTTE TANSEY BREAST CENTER AT OCHSNER
1515 RIVER ROAD
NEW ORLEANS,LA70121
HEALTH CENTER
21 21 - OCHSNER HEALTH CENTER - LAPALCO
4225 LAPALCO BLVD
MARRERO,LA70072
HEALTH CENTER
22 22 - JOHN OCHSNER HEART AND VASCULAR INSTITUTE
1051 GAUSE BLVD STE 320 370 380
SLIDELL,LA70458
HEALTH CENTER
23 23 - OCHSNER HEALTH CENTER - BELLE MEADE
605 LAPALCO BLVD
GRETNA,LA70056
HEALTH CENTER
24 24 - OCHSNER HEALTH CENTER - METAIRIE
2005 VETERANS MEMORIAL BLVD
METAIRIE,LA70002
HEALTH CENTER
25 25 - OCHSNER FITNESS CENTER - HARAHAN
1200 SOUTH CLEARVIEW PKWY STE 1200
HARAHAN,LA70123
FITNESS CENTER
26 26 - OCHSNER MEDICAL COMPLEX - IBERVILLE
25455 LA HWY 1
PLAQUEMINE,LA70764
HEALTH CENTER
27 27 - OCHSNER NEUROSCIENCES INSTITUTE - SLIDELL
104 MEDICAL CENTER DR
SLIDELL,LA70461
HEALTH CENTER
28 28 - OCHSNER HEALTH CENTER - DRIFTWOOD
2120 DRIFTWOOD BLVD
KENNER,LA70065
HEALTH CENTER
29 29 - OCHSNER HEALTH CENTER - SOUTH TYLER
1203 SOUTH TYLER ST STE 220
COVINGTON,LA70433
HEALTH CENTER
30 30 - OCHSNER SPECIALTY HEALTH CENTER TWO SLID
105 MEDICAL CENTER DR STE 202
SLIDELL,LA70461
HEALTH CENTER
31 31 - OCHSNER HEALTH CENTER FOR CHILDREN - SLIDE
2370 E GAUSE BLVD
SLIDELL,LA70461
HEALTH CENTER
32 32 - OCHSNER THERAPY & WELLNESS - VETERANS
850 VETERANS MEMORIAL BLVD
METAIRIE,LA70005
HEALTH CENTER
33 33 - OCHSNER WOMEN'S HEALTH CENTER - COVINGTON
71380 HWY 21
COVINGTON,LA70433
HEALTH CENTER
34 34 - OCHSNER HEALTH CENTER - PRAIRIEVILLE
16220 AIRLINE HWY
PRAIRIEVILLE,LA70769
HEALTH CENTER
35 35 - OCHSNER HEALTH CENTER - TCHOUPITOULAS
5300 TCHOUPITOULAS ST STE C2
NEW ORLEANS,LA70115
HEALTH CENTER
36 36 - OCHSNER HEALTH CENTER - BAPTIST MCFARLAND
4429 CLARA ST
NEW ORLEANS,LA70115
HEALTH CENTER
37 37 - OCHSNER HEALTH CENTER - LAKE TERRACE
1532 ALLEN TOUSSAINT BLVD
NEW ORLEANS,LA70122
HEALTH CENTER
38 38 - OCHSNER HEALTH CENTER - LULING
1057 PAUL MAILLARD RD
LULING,LA70070
HEALTH CENTER
39 39 - OCHSNER HEALTH CENTER - ST BERNARD
8050 WEST JUDGE PEREZ DR
CHALMETTE,LA70043
HEALTH CENTER
40 40 - OCHSNER HEALTH CENTER - EAST MANDEVILLE
3235 EAST CAUSEWAY APPROACH
MANDEVILLE,LA70448
HEALTH CENTER
41 41 - OCHSNER HEALTH CENTER - TANGIPAHOA
41676 VETERANS AVE
HAMMOND,LA70403
HEALTH CENTER
42 42 - OCHSNER THERAPY & WELLNESS - O'NEAL
2077 ONEAL LANE
BATON ROUGE,LA70816
HEALTH CENTER
43 43 - OCHSNER HEALTH CENTER - ELMWOOD
1221 S CLEARVIEW PKWY
HARAHAN,LA70121
HEALTH CENTER
44 44 - OCHSNER HEALTH CENTER - GULFPORT
15190 COMMUNITY ROAD
GULFPORT,MS39503
HEALTH CENTER
45 45 - OCHSNER THERAPY & WELLNESS - GAUSE
2040 GAUSE BLVD E
SLIDELL,LA70461
HEALTH CENTER
46 46 - OCHSNER FAMILY DOCTOR CLINIC - MATTHEWS
111 ACADIA DR
RACELAND,LA70394
HEALTH CENTER
47 47 - OCHSNER HEALTH CENTER - GONZALES
2400 SOUTH BURNSIDE AVE
GONZALES,LA70737
HEALTH CENTER
48 48 - OCHSNER WOMEN'S HEALTH CENTER - RACELAND
104 ACADIA PARK DR
RACELAND,LA70394
HEALTH CENTER
49 49 - OCHSNER SPECIALTY HEALTH CENTER - BUSINESS
1341 OCHSNER BLVD
COVINGTON,LA70433
HEALTH CENTER
50 50 - OCHSNER URGENT CARE - KENNER
3417 WILLIAMS BLVD
KENNER,LA70065
URGENT CARE CLINIC
51 51 - OCHSNER HEALTH CENTER - MID-CITY AT CANAL
4100 CANAL STREET
NEW ORLEANS,LA70119
HEALTH CENTER
52 52 - OCHSNER THERAPY & WELLNESS - DRIFTWOOD
3700 WILLIAMS BLVD
KENNER,LA70065
HEALTH CENTER
53 53 - OCHSNER HEALTH CENTER FOR CHILDREN - MONRO
300 PAVILION RD
WEST MONROE,LA71292
HEALTH CENTER
54 54 - OCHSNER URGENT CARE - WEST BANK
1625 BARATARIA BLVD STE A
MARRERO,LA70072
URGENT CARE CLINIC
55 55 - OCHSNER URGENT CARE - HOUMA
5922 W MAIN ST STE A
HOUMA,LA70360
URGENT CARE CLINIC
56 56 - OCHSNER HEALTH CENTER - DESTREHAN
13100 RIVER RD
DESTREHAN,LA70047
HEALTH CENTER
57 57 - OCHSNER URGENT CARE - METAIRIE
2215 VETERANS MEMORIAL BLVD
METAIRIE,LA70002
URGENT CARE CLINIC
58 58 - PELICAN URGENT CARE - SLIDELL
2375 EAST GAUSE BLVD
SLIDELL,LA70461
URGENT CARE CLINIC
59 59 - OCHSNER HEALTH CENTER FOR CHILDREN - METAI
4901 VETERANS MEMORIAL BLVD
METAIRIE,LA70006
HEALTH CENTER
60 60 - OCHSNER SPECIALTY HEALTH CENTER - RACELAND
141 TWIN OAKS
RACELAND,LA70394
HEALTH CENTER
61 61 - JOHN OCHSNER HEART AND VASCULAR INSTITUTE
1839 COOPER RD STE 100
PICAYUNE,MS39466
HEALTH CENTER
62 62 - OCHSNER HEALTH CENTER - SHEPHERD SQUARE
4540 SHEPHERD SQUARE
DIAMONDHEAD,MS39525
HEALTH CENTER
63 63 - OCHSNER HEALTH CENTER - JEFFERSON PLACE
8150 JEFFERSON HWY
BATON ROUGE,LA70809
HEALTH CENTER
64 64 - OCHSNER THERAPY & WELLNESS - MANDEVILLE
1119 N CAUSEWAY BLVD STE 1
MANDEVILLE,LA70471
HEALTH CENTER
65 65 - OCHSNER HEALTH CENTER FOR CHILDREN - RIVER
9605 JEFFERSON HWY STE J
RIVER RIDGE,LA70123
HEALTH CENTER
66 66 - OCHSNER ST MARY WOMEN'S CLINIC
1151 MARGUERITE ST
MORGAN CITY,LA70380
HEALTH CENTER
67 67 - OCHSNER FITNESS CENTER - METAIRIE
111 VETERANS MEMORIAL BLVD
METAIRIE,LA70005
FITNESS CENTER
68 68 - OCHSNER HEALTH CENTER - BELLE CHASSE
7772 HIGHWAY 23
BELLE CHASSE,LA70037
HEALTH CENTER
69 69 - OCHSNER HEALTH CENTER - DENHAM SPRINGS SOU
139 VETERANS BLVD
DENHAM SPRINGS,LA70726
HEALTH CENTER
70 70 - OCHSNER URGENT CARE - RIVER RIDGE
9605 JEFFERSON HWY STE G
RIVER RIDGE,LA70123
URGENT CARE CLINIC
71 71 - JOHN OCHSNER HEART AND VASCULAR INSTITUTE
64040 HWY 434 STE 100
LACOMBE,LA70445
HEALTH CENTER
72 72 - OCHSNER HEALTH CENTER - MANDEVILLE
2810 E CAUSEWAY APPR
MANDEVILLE,LA70448
HEALTH CENTER
73 73 - OCHSNER HEALTH CENTER FOR CHILDREN - LAFAY
1016 COOLIDGE BLVD
LAFAYETTE,LA70503
HEALTH CENTER
74 74 - OCHSNER HEALTH CENTER FOR CHILDREN - GOODW
8040 GOODWOOD BOULEVARD
BATON ROUGE,LA70806
HEALTH CENTER
75 75 - OCHSNER HEALTH CENTER - LAKESIDE
4500 CLEARVIEW PKWY 1ST FLOOR
METAIRIE,LA70006
HEALTH CENTER
76 76 - OCHSNER URGENT CARE - COVINGTON
1111 GREENGATE DR STE B
COVINGTON,LA70433
URGENT CARE CLINIC
77 77 - OCHSNER HEART AND VASCULAR HEALTH CENTER -
16045 DOCTORS BLVD
HAMMOND,LA70403
HEALTH CENTER
78 78 - OCHSNER URGENT CARE - MANDEVILLE
2735 HIGHWAY 190 STE D
MANDEVILLE,LA70471
URGENT CARE CLINIC
79 79 - OCHSNER HEALTH CENTER - NAPOLEON AT MAGNOL
2633 NAPOLEON AVE STE 905
NEW ORLEANS,LA70115
HEALTH CENTER
80 80 - OCHSNER THERAPY & WELLNESS - HAMMOND
1109 CM FAGAN DR COLONY SQ STE 101
HAMMOND,LA70403
HEALTH CENTER
81 81 - OCHSNER URGENT CARE - LAKEVIEW
111C ALLEN TOUSSAINT BLVD
NEW ORLEANS,LA70124
URGENT CARE CLINIC
82 82 - OCHSNER FITNESS CENTER - DOWNTOWN
701 POYDRAS ST STE 1300
NEW ORLEANS,LA70139
FITNESS CENTER
83 83 - OCHSNER THERAPY & WELLNESS - GONZALES
13025 LA-44 STES 101-103
GONZALES,LA70737
HEALTH CENTER
84 84 - OCHSNER URGENT CARE - UPTOWN
4605 MAGAZINE ST
NEW ORLEANS,LA70115
URGENT CARE CLINIC
85 85 - OCHSNER URGENT CARE - LULING
12895 US HIGHWAY 90 STE H
LULING,LA70070
URGENT CARE CLINIC
86 86 - OCHSNER HEALTH CENTER - BLUEBONNET SOUTH
10150 BLUEBONNET BLVD
BATON ROUGE,LA70810
HEALTH CENTER
87 87 - OCHSNER THERAPY & WELLNESS - RACELAND
162 ACADIA DRIVE
RACELAND,LA70394
HEALTH CENTER
88 88 - OCHSNER HEALTH CENTER - ALGIERS
3401 BEHRMAN PL
ALGIERS,LA70114
HEALTH CENTER
89 89 - OCHSNER SPECIALTY HEALTH CENTER - MORGAN C
1302 LAKEWOOD DRIVE
MORGAN CITY,LA70380
HEALTH CENTER
90 90 - OCHSNER URGENT CARE - DIAMONDHEAD
4402 E ALOHA DR STE 16
DIAMONDHEAD,MS39525
URGENT CARE CLINIC
91 91 - OCHSNER HEALTH CENTER - LAPLACE MEDICAL
735 W 5TH ST
LAPLACE,LA70068
HEALTH CENTER
92 92 - OCHSNER THERAPY & WELLNESS - LAPLACERIVER
506 RUE DE SANTE
LAPLACE,LA70068
HEALTH CENTER
93 93 - OCHSNER HEALTH CENTER - ABITA SPRINGS
22070 HWY 59 STE C
ABITA SPRINGS,LA70420
HEALTH CENTER
94 94 - OCHSNER HEALTH CENTER - LONG BEACH
111 N CLEVELAND AVE
LONG BEACH,MS39560
HEALTH CENTER
95 95 - OCHSNER HEALTH CENTER - CENTRAL
11424-2 SULLIVAN RD
BATON ROUGE,LA70818
HEALTH CENTER
96 96 - OCHSNER HEALTH CENTER - RACELAND
106 CYPRESS ST
RACELAND,LA70394
HEALTH CENTER
97 97 - OCHSNER HEALTH CENTER - BAY ST LOUIS
202-A DRINKWATER BLVD
BAY ST LOUIS,MS39520
HEALTH CENTER
98 98 - OCHSNER HEALTH CENTER - ZACHARY
4845 MAIN ST STE D
ZACHARY,LA70791
HEALTH CENTER
99 99 - OCHSNER URGENT CARE - LAGNIAPPE CENTER
14601 AIRLINE HWY SUITE 103
GONZALES,LA70737
URGENT CARE CLINIC
100 100 - OCHSNER HEALTH CENTER - MICHOUD
13800 OLD GENTILLY RD BLDG 101
SUITE 1
NEW ORLEANS,LA70129
HEALTH CENTER
101 101 - OCHSNER URGENT CARE - CENTRAL
10513 SULLIVAN RD STE 100
BATON ROUGE,LA70818
URGENT CARE CLINIC
102 102 - OCHSNER COMMUNITY HEALTH BREES FAMILY CENT
5950 BULLARD AVE
NEW ORLEANS,LA70128
HEALTH CENTER
103 103 - OCHSNER URGENT CARE - ARLINGTON MARKETPLAC
650 ARLINGTON CREEK CENTRE STE E
BATON ROUGE,LA70820
URGENT CARE CLINIC
104 104 - PELICAN URGENT CARE - WEST END
63025 WEST END BLVD
SLIDELL,LA70461
URGENT CARE CLINIC
105 105 - OCHSNER URGENT CARE - HIGHLAND PARK
18303 OLD PERKINS RD E STE 304
BATON ROUGE,LA70809
URGENT CARE CLINIC
106 106 - OCHSNER HEALTH CENTER - SWITZER
2781 CT SWITZER SR DR STE 302
BILOXI,MS39531
HEALTH CENTER
107 107 - OCHSNER HEALTH CENTER - LOCKPORT
1015 CRESCENT AVE
LOCKPORT,LA70374
HEALTH CENTER
108 108 - OCHSNER HEALTH CENTER - RIVER PARISHES
502 RUE DE SANTE
LAPLACE,LA70068
HEALTH CENTER
109 109 - OCHSNER COMMUNITY HEALTH BREES FAMILY CENT
7855 HOWELL BLVD STE 320
BATON ROUGE,LA70807
HEALTH CENTER
110 110 - OCHSNER URGENT CARE - DENHAM SPRINGS
27342 JUBAN ROAD SUITE 102
DENHAM SPRINGS,LA70726
URGENT CARE CLINIC
111 111 - OCHSNER SPECIALTY HEALTH CENTER - NORTHSHO
71121 HWY 21 STE B
COVINGTON,LA70433
HEALTH CENTER
112 112 - OCHSNER THERAPY & WELLNESS FOR CHILDREN
3211 NORTH CAUSEWAY BLVD
METAIRIE,LA70002
HEALTH CENTER
113 113 - OCHSNER HEALTH CENTER - DENHAM SPRINGS
30819 HWY 16
DENHAM SPRINGS,LA70726
HEALTH CENTER
114 114 - OCHSNER HEALTH CENTER - MID-CITY
411 N CARROLLTON AVE STE 4
NEW ORLEANS,LA70119
HEALTH CENTER
115 115 - OCHSNER 65 PLUS - BOCAGE
7949 JEFFERSON HIGHWAY SUITE B
BATON ROUGE,LA70809
HEALTH CENTER
116 116 - OCHSNER HEALTH CENTER - BOGALUSA
2781-C SOUTH COLUMBIA
BOGALUSA,LA70427
HEALTH CENTER
117 117 - OCHSNER URGENT CARE - WAREHOUSE DISTRICT
900 MAGAZINE ST
NEW ORLEANS,LA70130
URGENT CARE CLINIC
118 118 - OCHSNER HEALTH CENTER FOR CHILDREN - RIVER
69318 LA-21
COVINGTON,LA70433
HEALTH CENTER
119 119 - PHARMACY & WELLNESS - ST ANNE
108 ACADIA PARK DR
RACELAND,LA70394
PHARMACY
120 120 - OCHSNER HEALTH CENTER - SLIDELL
2750 E GAUSE BLVD
SLIDELL,LA70461
HEALTH CENTER
121 121 - OCHSNER IMAGING CENTER - DIAMONDHEAD
4551 SHEPHERD SQUARE
DIAMONDHEAD,MS39525
IMAGING CENTER
122 122 - OCHSNER HEALTH CENTER - LIVINGSTON
29437 SOUTH FROST RD STE 14
LIVINGSTON,LA70754
HEALTH CENTER
123 123 - OCHSNER HEALTH CENTER FOR CHILDREN PEDIATR
8120 W MAIN ST STE 303
HOUMA,LA70360
HEALTH CENTER
124 124 - OCHSNER 65 PLUS - UNIVERSITY
1095 E NINE MILE ROAD
PENSACOLA,FL32514
HEALTH CENTER
125 125 - OCHSNER SPECIALTY HEALTH CENTER - CEDAR LA
1721 MEDICAL PARK DR STE 200
BILOXI,MS39532
HEALTH CENTER
126 126 - OCHSNER HEALTH CENTER - DIAMONDHEAD
5435 GEX DRIVE
DIAMONDHEAD,MS39525
HEALTH CENTER
127 127 - OCHSNER 65 PLUS - OKATIE
50 TERRACE DRIVE
RIDGELAND,SC29936
HEALTH CENTER
128 128 - OCHSNER OCCUPATIONAL HEALTH - METAIRIE
3530 HOUMA BLVD STE 201
METAIRIE,LA70006
HEALTH CENTER
129 129 - OCHSNER THERAPY & WELLNESS - BURBANK
5414 BURBANK DR
BATON ROUGE,LA70820
HEALTH CENTER
130 130 - ELEVATE BY OCHSNER HEALTH - ELMWOOD
1025 ELMWOOD PARK BLVD
HARAHAN,LA70123
HEALTH CENTER
131 131 - OCHSNER 65 PLUS - COVINGTON
1581 NORTH HWY 190 STE A
COVINGTON,LA70433
HEALTH CENTER
132 132 - OCHSNER 65 PLUS - LAFRENIERE
7060 VETERANS MEMORIAL BLVD
METAIRIE,LA70003
HEALTH CENTER
133 133 - OCHSNER BREAST SPECIALTY CENTER - BATON RO
500 RUE DE LA VIE SUITE 201
BATON ROUGE,LA70817
HEALTH CENTER
134 134 - OCHSNER CHRISTUS HEALTH CENTER - GRAND LAK
10071 GULF HWY
LAKE CHARLES,LA70607
HEALTH CENTER
135 135 - OCHSNER CHRISTUS HEALTH CENTER - LAKE AREA
4150 NELSON RD
LAKE CHARLES,LA70607
HEALTH CENTER
136 136 - OCHSNER CHRISTUS HEALTH CENTER - MOSS BLUF
1355 SAM HOUSTON JONES PKWY STE 355
LAKE CHARLES,LA70601
HEALTH CENTER
137 137 - OCHSNER CHRISTUS HEALTH CENTER - ST PATRIC
401 DR MICHAEL DEBAKEY DR1ST FL
LAKE CHARLES,LA70601
HEALTH CENTER
138 138 - OCHSNER CHRISTUS HEALTH CENTER - TYBEE LAN
1960 TYBEE LN
LAKE CHARLES,LA70605
HEALTH CENTER
139 139 - OCHSNER CHRISTUS URGENT CARE
4100 RYAN STREET
LAKE CHARLES,LA70601
URGENT CARE CLINIC
140 140 - OCHSNER HEALTH CENTER - JENNINGS UROLOGY
1636 ELTON RD
JENNINGS,LA70546
HEALTH CENTER
141 141 - OCHSNER HEALTH CENTER - LAKEVIEW
101 ALLEN TOUSSAINT BLVD SUITE 201
NEW ORLEANS,LA70124
HEALTH CENTER
142 142 - OCHSNER HEALTH CENTER - OLD METAIRIE
123 METAIRIE ROAD
METAIRIE,LA70005
HEALTH CENTER
143 143 - OCHSNER HEALTH CENTER - PORT BIENVILLE
3068 PORT AND HARBOR DRIVE
BAY ST LOUIS,MS39525
HEALTH CENTER
144 144 - OCHSNER HEALTH CENTER FOR CHILDREN - HATTI
421 S 28TH AVE STE 110
HATTIESBURG,MS39401
HEALTH CENTER
145 145 - OCHSNER PERFORMANCE TRAINING - BATON ROUGE
17475 OPPORTUNITY AVE
BATON ROUGE,LA70817
FITNESS CENTER
146 146 - OCHSNER ST MARTIN PHYSICAL THERAPY
15012 LEMOYNE BLVD
BILOXI,MS39532
HEALTH CENTER
147 147 - OCHSNER THERAPY & WELLNESS - DESTREHAN
105 PLANTATION RD
DESTREHAN,LA70047
HEALTH CENTER
148 148 - OCHSNER URGENT CARE - THIBODAUX
318 NORTH CANAL BLVD
THIBODAUX,LA70301
URGENT CARE CLINIC
149 149 - OCHSNER URGENT CARE - WEST BANK
1849 BARATARIA BLVD SUITE B
MARRERO,LA70072
URGENT CARE CLINIC
150 150 - OCHSNER HEALTH CENTER FOR CHILDREN - JACKS
7730 OLD CANTON RD
MADISON,MS39110
HEALTH CENTER
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 10
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
PART I, LINE 3C: 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.PATIENTS WHOSE FAMILY INCOME EXCEEDS 200% OF THE FPL MAY BE ELIGIBLE TO RECEIVE DISCOUNTED RATES ON A CASE-BY-CASE BASIS, AT THE DISCRETION OF OCHSNER, FOR CATASTROPHIC ILLNESS OR MEDICAL INDIGENCE, WITH EXCEPTIONS SUCH AS EXPENSIVE MEDICATIONS, TERMINAL ILLNESS, OR MULTIPLE HOSPITALIZATIONS.
PART I, LINE 7: LINE 7. THE COST TO CHARGE RATIO USED FOR ALL RELEVANT SECTIONS IS THE COST TO CHARGE RATIO FROM THE LATEST MEDICARE COST REPORTS AS OF THE END OF THE YEAR: TITLE XIX-WORKSHEET C COST DIVIDED BY TITLE XIX WORKSHEET C CHARGES. LINE 7A FINANCIAL ASSISTANCE AT COST. 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.LINE 7B MEDICAID. DIRECT OFFSETTING REVENUE IS MEDICAID REIMBURSEMENT, INCLUDING SUPPLEMENTAL PAYMENT PROGRAMS. COMMUNITY BENEFIT EXPENSE IS THE MEDICAID GROSS REVENUE MULTIPLIED BY THE COST TO CHARGE RATIO, TO APPROXIMATE THE COST TO PROVIDE MEDICAID SERVICES. DIRECT OFFSETTING REVENUE INCLUDES MEDICAID NET REVENUE AND SUPPLEMENTAL MEDICAID PAYMENTS.LINE 7E COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS INCLUDES DIRECT EXPENSE INCLUDING EMPLOYEE PAYROLL FOR COMMUNITY INITIATIVES.LINE 7F EDUCATION AND LINE 7H RESEARCH ARE CALCULATED FROM THE STATEMENT OF PROFIT & LOSS FOR EACH DIVISION. RESEARCH INCLUDES ONLY THE PUBLIC RESEARCH CONDUCTED. ADJUSTMENTS ARE MADE TO ENSURE COMPLIANCE WITH WORKSHEET 5 AND THE SCHEDULE H INSTRUCTIONS.LINE 7G SUBSIDIZED HEALTH SERVICES. CLINICS THAT MET A DESIGNATED COMMUNITY NEED WERE INCLUDED. CLINIC BOOK REVENUE FOR THE CLINIC LOCATION, LESS THE MEDICAID REIMBURSEMENT, IS THE DIRECT OFFSETTING REVENUE. COMMUNITY BENEFIT EXPENSE IS MADE UP OF CLINIC BOOK EXPENSES, ADJUSTED BY THE MEDICAID EXPENSE DESCRIBED ABOVE.LINE 7I INCLUDES DIRECT CONTRIBUTIONS TO CHARITIES THAT MEET IDENTIFIED COMMUNITY NEEDS.
PART I, LINE 7G: THE ORGANIZATION INCLUDED COSTS ATTRIBUTABLE TO PHYSICIAN CLINICS ON LINE 7G WHERE THERE WAS AN IDENTIFIED COMMUNITY NEED TO OFFER SUCH CLINICAL SERVICES.
PART II, COMMUNITY BUILDING ACTIVITIES: OCHSNER HEALTH PLAYED A VITAL ROLE STRENGTHENING COMMUNITY AND GOVERNMENT PARTNERSHIPS ACROSS LOUISIANA AND THE NATION. ALONG WITH ITS NONPROFIT HOSPITALS AND OTHER FACILITIES, OCHSNER MANAGED MULTIPLE PUBLICLY-OWNED HOSPITALS, INCLUDING THE LSU TEACHING HOSPITALS IN SHREVEPORT AND MONROE, LEONARD J CHABERT MEDICAL CENTER IN HOUMA, ST. CHARLES PARISH HOSPITAL, ST. BERNARD PARISH HOSPITAL, AND SLIDELL MEMORIAL HOSPITAL. AT PUBLIC OFFICIAL REQUEST, OCHSNER STEPPED IN AT THESE FACILITIES TO STABILIZE AND IMPROVE HEALTH SERVICES FOR URBAN AND RURAL LOUISIANA. HONORED TO LEAD COLLABORATION ON THE HEALTHY STATE INITIATIVE, OCHSNER BROUGHT RESOURCES TO UNDERSERVED COMMUNITIES, RAISED AWARENESS AROUND COMMUNITY CHALLENGES, IMPROVED AIR QUALITY FROM REDUCING SMOKING, AND INCREASED ACCESS TO HEALTHIER FOOD. OCHSNER IMPROVED COMMUNITY HEALTH AND FOSTERED INCLUSIVITY IN MANY WAYS. A PRIME EXAMPLE IS ITS WORK TO ADVANCE HEALTH EQUITY AT OCHSNER-XAVIER INSTITUTE FOR HEALTH EQUITY RESEARCH WHICH DEVELOPS INNOVATIVE HEALTHCARE DELIVERY MODELS, EDUCATES HEALTHCARE WORKERS AND DEVELOPS ADVANCED CAREERS FOR UNDERSERVED POPULATIONS. FURTHER ECONOMIC DEVELOPMENT AND OPPORTUNITY WORK INCLUDED OCHSNER'S LEADERSHIP IN MEDICAL TECHNOLOGY WHICH BUILT OUR COMMUNITY'S UNDERSTANDING OF, ACCESS TO AND SURROUNDING BUSINESS INNOVATION RELATED TO DIGITAL MEDICINE. ADDITIONALLY, OCHSNER REVITALIZED THE DECLINING COMMERCIAL CLEARVIEW ZONE BY BUILDING A $114M CENTER FOR MEDICAL INNOVATION, AS WELL AS GAVE AN AVENUE FOR THE ART SECTOR BY HOSTING ARTWORK BY LOCAL ARTISTS THROUGHOUT ITS FACILITIES. ENVIRONMENTAL IMPACT INCLUDED TREE PLANTING, BASIC MATERIAL RECYCLING, SPECIALIZED MEDICAL DEVICE RECYCLING, DEA DRUG TAKE-BACK PROGRAMS AND FOOD DONATIONS. FINALLY, OCHSNER EDUCATED THE NEXT GENERATION AND TRAINED THE HEALTHCARE WORKFORCE THROUGH THE OCHSNER EDUCATION OUTREACH'S SUBSTANTIAL MENTORSHIP PROGRAMS. THESE FURTHERED OUR STATE AND NATION'S CAPACITY FOR STEM EDUCATION AND INNOVATION. SPECIFICALLY, K-12 PROGRAMS BUILT THE WORKFORCE AND INNOVATION OF FUTURE GENERATIONS. ADDITIONALLY, WORKFORCE DEVELOPMENT PROGRAMS AROUND SPECIALIZED APPRENTICESHIPS BUILT OUR COMMUNITY'S CAPACITY FOR ADVANCED CAREERS.
PART III, LINE 2: OCHSNER 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. UNINSURED PATIENTS RECEIVE AN UNINSURED DISCOUNT AND ARE SCREENED PRESUMPTIVELY FOR FINANCIAL ASSISTANCE. BASED ON HISTORICAL EXPERIENCE, A SIGNIFICANT PORTION OF OCHSNER'S UNINSURED AND UNDERINSURED PATIENTS WILL BE INCAPABLE OR RELUCTANT TO PAY FOR THE SERVICES PROVIDED. REMAINING CHARGES 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 MAY BE CONSIDERED BAD DEBT, AND THUS REDUCE PATIENT SERVICE REVENUE. ANY CHARGES RELATED TO BANKRUPTCY ARE WRITTEN OFF AS BAD DEBT EXPENSE. MOST OF THE BAD DEBT REDUCES NET PATIENT REVENUE.NOTE THAT BAD DEBT IS USUALLY THE DIFFERENCE BETWEEN PATIENT CHARGES AND ANY INSURANCE PAYMENTS. THEREFORE, APPLYING THE COST TO CHARGE RATIO TO BAD DEBT WOULD NOT PROPERLY GET TO BAD DEBT AT COST, AS THERE IS NO RELATIONSHIP BETWEEN THE AMOUNT OF BAD DEBT AND THE COST TO PROVIDE CARE. THEREFORE, THE AMOUNT EXPRESSED HERE IS NOT EXPRESSED "AT COST."
PART III, LINE 3: 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. CHARGES FOR PATIENTS WHO HAVE NOT REQUESTED FINANCIAL ASSISTANCE OR QUALIFIED FOR THE FAP UNDER THE PRESUMPTIVE PROCESS COULD BE CONSIDERED COMMUNITY BENEFIT, BUT IT IS NOT FEASIBLE TO CALCULATE THE IMPACT.
PART III, LINE 4: EFFECTIVE JAN. 1, 2018, OCHSNER ADOPTED ACCOUNTING STANDARDS UPDATE (ASU) 2014-09, REVENUE FROM CONTRACTS WITH CUSTOMERS (TOPIC 606), WHICH OUTLINES A SINGLE COMPREHENSIVE MODEL FOR ENTITIES TO USE IN ACCOUNTING FOR REVENUE ARISING FROM CONTRACTS WITH CUSTOMERS. ASU 2014-09 SUPERSEDES MOST CURRENT REVENUE RECOGNITION GUIDANCE, INCLUDING INDUSTRY-SPECIFIC GUIDANCE, AND REQUIRES EXPANDED DISCLOSURES ABOUT REVENUE RECOGNITION TO ENABLE FINANCIAL STATEMENT USERS TO UNDERSTAND THE NATURE, TIMING, AMOUNT, AND UNCERTAINTY OF REVENUE AND CASH FLOWS ARISING FROM CONTRACTS WITH CUSTOMERS. BAD DEBT IS NO LONGER DISCLOSED IN THE NOTES TO THE FINANCIAL STATEMENTS.
PART III, LINE 8: THE MEDICARE SHORTFALL, IF ANY, IS NOT CONSIDERED COMMUNITY BENEFIT.TOTAL REVENUE FROM MEDICARE AND MEDICARE ALLOWABLE COSTS WERE AGGREGATED FROM THE FISCAL YEAR COST REPORTS FILED WITH 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 MEDICAL CENTER (PROVIDER NO. 19-0036), OCHSNER ST. ANNE GENERAL HOSPITAL (PROVIDER NO. 19-1324), AND OCHSNER ST. MARY (PROVIDER NO. 19-0014) COVER THE PERIOD 1/1/2023 - 12/31/2023. THE COST REPORTS FOR OCHSNER MEDICAL CENTER - BATON ROUGE (PROVIDER NO. 19-0202) AND OCHSNER MEDICAL CENTER - HANCOCK (PROVIDER NO. 25-0162) COVER THE PERIOD 10/1/2021 - 9/30/2023. THE COST REPORT FOR OCHSNER MEDICAL CENTER - KENNER (PROVIDER NO. 19-0274) COVERS THE PERIOD 5/1/2021 - 4/30/2023. THE COST REPORT FOR OCHSNER MEDICAL CENTER - NORTHSHORE (PROVIDER NO. 19-0204) COVERS THE PERIOD 4/1/2023 - 6/30/2023.
PART III, LINE 9B: 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.
PART VI, LINE 2: IN ADDITION TO THE COMMUNITY HEALTH NEEDS ASSESSMENTS, OCHSNER HEALTH ASSESSES THE HEALTH CARE NEEDS OF THE COMMUNITIES IT SERVES THROUGH: OCHSNER COMMUNITY PARTNERSHIPS: BECAUSE MANY OF THE COMMUNITIES' NEEDS AND CHALLENGES REQUIRED COLLABORATIVE SOLUTIONS, OCHSNER TEAMED UP WITH BUSINESSES, CHURCHES, SCHOOLS, COMMUNITY GROUPS, ATHLETIC ORGANIZATIONS, STATE AND LOCAL GOVERNMENT PARTNERS, AND OTHER HEALTHCARE ORGANIZATIONS TO IMPROVE THE PHYSICAL, MENTAL, EMOTIONAL, EDUCATIONAL AND ECONOMIC HEALTH OF THE PEOPLE. THE NEEDS IDENTIFIED THROUGH THESE PARTNER ORGANIZATIONS WAS INVALUABLE GIVEN THE DEPTH OF REACH INTO THE COMMUNITY AND THE DIVERSE ARRAY OF STAKEHOLDERS. OCHSNER PARTNERED ON TOPICS INCLUDING MATERNAL HEALTH EQUITY, HUMAN TRAFFICKING, HOUSING AND EDUCATION WITH ORGANIZATIONS LIKE SON OF A SAINT, DISCOVERY SCHOOL, TULANE UNIVERSITY, AND TEAM GLEASON. COMMUNITY NEEDS WERE ALSO IDENTIFIED THROUGH THE OCHSNERSERVES EMPLOYEE VOLUNTEERISM PROGRAM AS EMPLOYEES WORKED DIRECTLY WITH THE COMMUNITY DURING PAID COMMUNITY SERVICE TIME.COMMUNITY IMPACT COMMITTEE: THE COMMUNITY IMPACT COMMITTEE OF THE OCHSNER HEALTH BOARD IS A SUB-COMMITTEE COMPRISED OF BOARD MEMBERS WITH AN EXCLUSIVE FOCUS ON COMMUNITY IMPACT. THE BOARD DIRECTED THE COMMUNITY WORK OF OCHSNER AND INVITED COMMUNITY LEADERS TO ATTEND BOARD MEETINGS TO SHARE THEIR EXPERIENCE AND INSIGHTS ON HOW OCHSNER COULD ACHIEVE ITS VISION OF INSPIRING HEALTHIER LIVES AND STRONGER COMMUNITIES.
PART VI, LINE 3: OCHSNER MEDICAL CENTER (OMC), OCHSNER MEDICAL CENTER - BATON ROUGE, OCHSNER MEDICAL CENTER - KENNER, LLC, OCHSNER MEDICAL CENTER - NORTHSHORE, LLC, OCHSNER ST. ANNE GENERAL HOSPITAL, OCHSNER MEDICAL CENTER - HANCOCK OCHSNER ST. MARY: 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.OCHSNER REHABILITATION HOSPITAL AND NORTH SHORE REHABILITATION HOSPITAL:ALL PATIENTS ARE PROVIDED A COPY OF THE PLAIN LANGUAGE SUMMARY OF OUR FINANCIAL ASSISTANCE POLICY ALONG WITH A FINANCIAL ASSISTANCE APPLICATION IN THEIR ADMISSION FOLDER. ALL BILLS SENT TO PATIENTS CONTAIN THE PLAIN LANGUAGE SUMMARY, AS WELL AS STEPS ON HOW TO APPLY FOR FINANCIAL ASSISTANCE.
PART VI, LINE 4: OCHSNER MEDICAL CENTER - NEW ORLEANS, OCHSNER MEDICAL CENTER - KENNER, AND OCHSNER REHABILITATION HOSPITAL:* GEOGRAPHICAL REGION: GREATER NEW ORLEANS AREA INCLUDING JEFFERSON, ORLEANS, PLAQUEMINES, ST. BERNARD, ST. CHARLES, ST. JAMES, ST. JOHN THE BAPTIST, AND ST. TAMMANY PARISHES* NUMBER OF BEDS: 997 OMC - NEW ORLEANS, 116 OMC - KENNER, 56 OCHSNER REHABILITATION HOSPITAL* APPROXIMATE POPULATION: 1,267,777* SERVICE AREA TYPE: GREATER NEW ORLEANS AREA INCLUDES A MIX OF RURAL PARISHES (ST. JOHN, ST. CHARLES, ST. JAMES) AND URBAN PARISHES (ORLEANS, JEFFERSON)* MEDIAN INCOME OF POPULATION: $52,322* PERCENTAGE OF PATIENTS UNINSURED OR MEDICAID RECIPIENTS: 6.5% UNINSURED * DESIGNATED MEDICALLY UNDERSERVED AREA: YESOCHSNER MEDICAL CENTER - BATON ROUGE:* GEOGRAPHICAL REGION: INCLUDING EAST BATON ROUGE, IBERVILLE, AND LIVINGSTON PARISHES* NUMBER OF BEDS: 150* APPROXIMATE POPULATION: 615,513* SERVICE AREA TYPE: URBAN* MEDIAN INCOME OF POPULATION: $50,304* PERCENTAGE OF PATIENTS UNINSURED OR MEDICAID RECIPIENTS: 5.9% UNINSURED* DESIGNATED MEDICALLY UNDERSERVED AREA: YESOCHSNER ST. ANNE: * GEOGRAPHICAL REGION: LAFOURCHE, ST. CHARLES, AND TERREBONNE PARISHES * NUMBER OF BEDS: 35 * APPROXIMATE POPULATION: 262,935 * SERVICE AREA TYPE: RURAL* MEDIAN INCOME OF POPULATION: LAFOURCHE PARISH: $58,593 (AND 48% OF HOUSEHOLDS EARNING LESS THAN THE BASIC COST OF LIVING); ST. CHARLES PARISH: $79,191 (AND 42% OF HOUSEHOLDS EARNING LESS THAN THE BASIC COST OF LIVING); TERREBONNE PARISH: $57,299 (AND 51% OF HOUSEHOLDS EARNING LESS THAN THE BASIC COST OF LIVING) * PERCENTAGE OF PATIENTS UNINSURED OR MEDICAID RECIPIENTS: LAFOURCHE PARISH: 5.6%; ST. CHARLES PARISH: 6.1%; TERREBONNE PARISH: 6.4% * DESIGNATED MEDICALLY UNDERSERVED AREA: YES OCHSNER ST. MARY:* GEOGRAPHICAL REGION: ST. MARY PARISH* NUMBER OF BEDS: 164* APPROXIMATE POPULATION: 49,406* SERVICE AREA TYPE: RURAL* MEDIAN INCOME OF POPULATION: $47,322* PERCENTAGE OF PATIENTS UNINSURED OR MEDICAID RECIPIENTS: 6.2%* DESIGNATED MEDICALLY UNDERSERVED AREA: YESOCHSNER MEDICAL CENTER HANCOCK:* GEOGRAPHICAL REGION: HANCOCK COUNTY (INCLUDING THE CITIES BAY ST. LOUIS, DIAMONDHEAD, WAVELAND, KILN, AND PEARLINGTON)* NUMBER OF BEDS: 100+ * APPROXIMATE POPULATION: 46,053* SERVICE AREA TYPE: RURAL * MEDIAN INCOME OF POPULATION: $63,623* PERCENTAGE OF PATIENTS UNINSURED OR MEDICAID RECIPIENTS: 10.3%* DESIGNATED MEDICALLY UNDERSERVED AREA: YESOCHSNER MEDICAL CENTER NORTHSHORE AND NORTH SHORE REHABILITATION HOSPITAL:* GEOGRAPHICAL REGION: ST. TAMMANY, TANGIPAHOA, AND WASHINGTON PARISHES IN LOUISIANA, AND PEARL RIVER COUNTY IN MISSISSIPPI* NUMBER OF BEDS: 195 (165 OMC - NORTHSHORE, 30 NORTHSHORE REHABILITATION)* APPROXIMATE POPULATION: 488,866* SERVICE AREA TYPE: MIX OF BOTH URBAN AREAS AND RURAL WITHIN REGION AND PARISHES* MEDIAN INCOME OF POPULATION: $71,526 IN ST. TAMMANY PARISH, $47,860 IN TANGIPAHOA PARISH, $35,505 IN WASHINGTON PARISH, $45,874 IN PEARL RIVER COUNTY, MS* PERCENTAGE OF PATIENTS UNINSURED OR MEDICAID RECIPIENTS: 7.9% IN ST. TAMMANY PARISH, 9.6% IN TANGIPAHOA PARISH, 11.8% IN WASHINGTON PARISH, 14.2% IN PEARL RIVER COUNTY, MS* DESIGNATED MEDICALLY UNDERSERVED AREA: YES
PART VI, LINE 5: IMPROVING COMMUNITY HEALTH AND FOSTERING INCLUSIVITY:* OCHSNER CONTINUED DEVELOPMENT OF COMMUNITY HEALTH CENTERS IN UNDERSERVED AREAS ACROSS LOUISIANA WHICH SERVED 15,410 UNIQUE PATIENTS IN 2023.* DEI TEAM DEEPENED EMPLOYEE ENGAGEMENT AROUND DEI GOALS & OBJECTIVES, EXPANDED TRAINING PROGRAMS, AND IMPLEMENTED NEW MEASURES TO ADVANCE OCF SUPPLIER DIVERSITY GOALS. * OCHSNER RESEARCH PROGRAM FOCUSED ON CLINICAL, BASIC SCIENCE, TRANSLATIONAL, NURSING AND HEALTH OUTCOMES RESEARCH COVERING NEARLY ALL MEDICAL SPECIALTIES. IN 2023, OCHSNER HEALTH'S INVESTMENT OF $17.6 MILLION IN GROUNDBREAKING MEDICAL RESEARCH IMPACTING HEALTH LOCALLY, NATIONALLY AND WORLD-WIDE. * TO IMPROVE THE HEALTH OF OUR COMMUNITY'S ENVIRONMENT, OCHSNER'S SUSTAINABILITY PROGRAM FURTHERED PROJECTS ACROSS THE SYSTEM TO REDUCE WASTE AND ENERGY CONSUMPTION, PROMOTE RESILIENCY AND CREATE A CULTURE OF ENVIRONMENTAL STEWARDSHIP. STRENGTHENING COMMUNITY AND GOVERNMENT PARTNERSHIPS:* OCHSNER PROVIDED FULL-TIME EMPLOYEES THE OPPORTUNITY TO WORK INSIDE OF THEIR COMMUNITIES THROUGH THE OCHSNERSERVES EMPLOYEE VOLUNTEERISM PROGRAM WITH 8 HOURS OF PAID VOLUNTEER TIME. IN 2023, 4,738 OCHSNER EMPLOYEES CONTRIBUTED 16,000 HOURS.ECONOMIC DEVELOPMENT AND OPPORTUNITY:* TO ADDRESS CRITICAL WORKFORCE SHORTAGE FACING BOTH LOUISIANA AND THE NATION, OCHSNER CONTINUED TO CREATE OPPORTUNITIES TO DEVELOP AND SUPPORT HEALTHCARE PROFESSIONALS. IN 2023, 612 PEOPLE WERE ENROLLED IN OCHSNER WORKFORCE DEVELOPMENT PROGRAMS. * OCHSNER SCHOLARS PROGRAM ADDRESSED CRITICAL PHYSICIAN SHORTAGES IN KEY AREAS. OCF OPERATED ONE OF THE NATION'S LARGEST INDEPENDENT ACADEMIC MEDICAL CENTERS, TRAINING 287 RESIDENTS & FELLOWS EVERY YEAR IN 29 INDEPENDENT OCF SPONSORED ACCREDITED RESIDENCY PROGRAMS. EDUCATING THE NEXT GENERATION AND TRAINING HEALTHCARE WORKFORCE:* EDUCATION AND HEALTHY SCHOOLS ARE AT THE FOREFRONT OF OCHSNER COMMUNITY OUTREACH. THE OCHSNER EDUCATION OUTREACH PROGRAM LED ACTIVITIES INCLUDING JOB SHADOWING AND INTERNSHIPS FOR STUDENTS AS WELL AS WORKSHOPS FOR SCIENCE TEACHERS TO ENCOURAGE SCIENCE AND HEALTHCARE CAREERS. IN 2023, 11,508 PARTICIPANTS FROM 20 PARISHES TOOK PART IN STEM EDUCATION, EARLY CAREER EXPLORATION AND COMMUNITY STEM PROGRAMS.
PART VI, LINE 6: OCHSNER HEALTH IS THE LARGEST NON-PROFIT, ACADEMIC, MULTI-SPECIALTY, INTEGRATED HEALTHCARE DELIVERY SYSTEM IN THE GULF COAST REGION. THE ORGANIZATION IS FOUNDED ON PROVIDING THE BEST PATIENT CARE, RESEARCH, AND EDUCATION. OCHSNER OPERATES 26 HOSPITALS AND IS AFFILIATED WITH 20 OTHER HOSPITALS ACROSS LOUISIANA, MISSISSIPPI, AND ALABAMA. OCHSNER EMPLOYS OVER 2,000 PHYSICIANS THAT HAVE OVER 1,600 BOARD CERTIFICATIONS IN APPROXIMATELY 90 SPECIALTIES, TRAINS OVER 900 MEDICAL RESIDENTS AND FELLOWS ANNUALLY. IN 2023, MORE THAN 1.5 MILLION PEOPLE FROM ALL 50 STATES AND MORE THAN 65 COUNTRIES VISITED OCHSNER.
PART VI, LINE 7 - STATE FILING OF COMMUNITY BENEFIT REPORT: THE ORGANIZATION DOES NOT FILE A COMMUNITY BENEFIT REPORT WITH ANY STATE.
Schedule H (Form 990) 2023
Additional Data


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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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
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
noncash assistance
(h) Purpose of grant
or assistance
(1) LOUISIANA COMMUNITY HEALTH CENTER INC
PO BOX 2065
GRETNA,LA70054
35-2681604 501(C)(3) 9,051,618 0     GENERAL ASSISTANCE
(2) SON OF A SAINT
2803 ST PHILLIP ST
NEW ORLEANS,LA70119
46-5554558 501(C)(3) 1,100,000 0     GENERAL ASSISTANCE
(3) SOUTHERN UNIVERSITY SYSTEM
PO BOX 9562
BATON ROUGE,LA70813
23-7052911 501(C)(3) 750,000 0     GENERAL ASSISTANCE
(4) LSU WELLNESS CENTER
2021 PERDIDO STREET
NEW ORLEANS,LA70112
72-6020969 501(C)(3) 625,000 0     GENERAL ASSISTANCE
(5) THE NATIONAL WORLD WAR II MUSEUM INC
945 MAGAZINE STREET
NEW ORLEANS,LA70130
72-1200790 501(C)(3) 200,000 0     GENERAL ASSISTANCE
(6) URBAN LEAGUE OF LOUISIANA
4640 S CARROLLTON AVENUE SUITE 210
NEW ORLEANS,LA70119
72-0423627 501(C)(3) 175,000 0     GENERAL ASSISTANCE
(7) NATIONAL ASSOCIATION OF HEALTH SEVICES EXECUTIVES INC
1050 CONNECICUT AVE
WASHINGTON,DC20036
62-1312239 501(C)(3) 150,000 0     GENERAL ASSISTANCE
(8) NEW ORLEANS JAZZ & HERITAGE FESTIVAL AND FOUNDATION INC
1205 N RAMPART STREET
NEW ORLEANS,LA70116
72-0692744 501(C)(3) 135,000 0     GENERAL ASSISTANCE
(9) FLETCHER TECHNICAL COMMUNITY COLLEGE FOUNDATION INC
1407 HIGHWAY 311
SCHRIEVER,LA70395
20-4415988 501(C)(3) 117,867 0     GENERAL ASSISTANCE
(10) AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NW NO 400
ATLANTA,GA30303
13-1788491 501(C)(3) 103,300 0     GENERAL ASSISTANCE
(11) LSU SHREVEPORT ALUMNI ASSOCIATION
ONE UNIVERSITY PLACE
SHREVEPORT,LA71115
58-1984904 501(C)(3) 100,500 0     GENERAL ASSISTANCE
(12) UNIVERSITY OF LOUISIANA AT LAFAYETTE FOUNDATION
PO BOX 44290
LAFAYETTE,LA70504
72-6023836 501(C)(3) 47,000 0     GENERAL ASSISTANCE
(13) TEAM GLEASON FOUNDATION
930 ROBERT E LEE BLVD
NEW ORLEANS,LA70124
45-3689316 501(C)(3) 81,000 0     GENERAL ASSISTANCE
(14) LAFAYETTE YOUTH SOCCER ASSOCIATION INC
200 SONNY ROY LANE
LAFAYETTE,LA705075906
58-1902571 501(C)(3) 65,000 0     GENERAL ASSISTANCE
(15) CITY PARK CONSERVANCY
1 PALM DRIVE
NEW ORLEANS,LA701244608
88-1187560 501(C)(3) 60,000 0     GENERAL ASSISTANCE
(16) BREES DREAM FOUNDATION
1360 E 9TH STREET SUITE 1100
CLEVELAND,OH44114
56-2380198 501(C)(3) 50,000 0     GENERAL ASSISTANCE
(17) NEW ORLEANS POLICE AND JUSTICE FOUNDATION INC
320 METAIRIE HAMMOND HIGHWAY NO 5
METAIRIE,LA70005
72-1311151 501(C)(3) 50,000 0     GENERAL ASSISTANCE
(18) BATON ROUGE HEALTH DISTRICT
6400 PERKINS RD
BATON ROUGE,LA70808
47-2593574 501(C)(3) 50,000 0     GENERAL ASSISTANCE
(19) LOUISIANA FIRE SOCCER
1918 18TH STREET
KENNER,LA70062
72-1025278 501(C)(3) 50,000 0     GENERAL ASSISTANCE
(20) UNITED NEGRO COLLEGE FUND
1100 POYDRAS ST
NEW ORLEANS,LA70163
13-1624241 501(C)(3) 49,856 0     GENERAL ASSISTANCE
(21) UNITED WAY OF ACADIANA INC
PO BOX 52033
LAFAYETTE,LA70505
72-0513639 501(C)(3) 41,948 0     GENERAL ASSISTANCE
(22) MCNEESE STATE UNIVERSITY FOUNDATION
PO BOX 91989
LAKE CHARLES,LA70609
72-6029144 501(C)(3) 41,500 0     GENERAL ASSISTANCE
(23) THE LEUKEMIA & LYMPHOMA SOCIETY INC
3 INTERNATIONAL DRIVE
RYE BROOK,NY10573
13-5644916 501(C)(3) 35,000 0     GENERAL ASSISTANCE
(24) LOUISIANA FIRST FOUNDATION INC
1001 CAPITOL ACCESS ROAD
BATON ROUGE,LA70802
81-5192457 501(C)(3) 35,000 0     GENERAL ASSISTANCE
(25) AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVENUE
DALLAS,TX75231
13-5613797 501(C)(3) 32,500 0     GENERAL ASSISTANCE
(26) CENTER FOR THE INNOVATIVE TRAINING OF YOUTH INC
4910 DREXEL DRIVE
NEW ORLEANS,LA70125
46-4516976 501(C)(3) 31,500 0     GENERAL ASSISTANCE
(27) NATIONAL MEDICAL ASSOCIATION INC
8403 COLESVILLE ROAD NO 820
SILVER SPRINGS,MD20910
53-6010805 501(C)(3) 30,000 0     GENERAL ASSISTANCE
(28) MANDEVILLE SOCCER CLUB
790 FLORIDA STREET
MANDEVILLE,LA70448
72-1270410 501(C)(3) 26,600 0     GENERAL ASSISTANCE
(29) MILES PERRET CANCER SERVICES
2130 KALISTE SALLOM ROAD
LAFAYETTE,LA70508
75-3023211 501(C)(3) 25,000 0     GENERAL ASSISTANCE
(30) THE IDEA VILLAGE
900 CAMP STREET NO 308
NEW ORLEANS,LA70130
45-0470675 501(C)(3) 25,000 0     GENERAL ASSISTANCE
(31) PLEASE FOUNDATION
30 MARYLAND DRIVE
NEW ORLEANS,LA70124
26-1662327 501(C)(3) 25,000 0     GENERAL ASSISTANCE
(32) MONROE CHAMBER FOUNDATION
1811 AUBURN AVENUE
MONROE,LA71201
72-0914245 501(C)(3) 23,000 0     GENERAL ASSISTANCE
(33) SLCC FOUNDATION
1101 BERTRAND DRIVE
LAFAYETTE,LA70506
35-2174671 501(C)(3) 22,000 0     GENERAL ASSISTANCE
(34) LOUISIANA LEGISLATIVE BLACK CAUCUS FOUNDATION
PO BOX 44155
BATON ROUGE,LA70804
20-0293257 501(C)(3) 20,000 0     GENERAL ASSISTANCE
(35) THE GREATER NEW ORLEANS FOUNDATION
919 ST CHARLES AVENUE
NEW ORLEANS,LA70130
72-0408921 501(C)(3) 20,000 0     GENERAL ASSISTANCE
(36) LOYOLA UNIVERSITY NEW ORLEANS
6363 ST CHARLES AVE CAMPUS BOX 909
NEW ORLEANS,LA70009
72-0408946 501(C)(3) 16,000 0     GENERAL ASSISTANCE
(37) ST TAMMANY HOSPITAL FOUNDATION
1202 SOUTH TYLER STREET
COVINGTON,LA70433
37-1458857 501(C)(3) 15,000 0     GENERAL ASSISTANCE
(38) GRACE AT THE GREEN LIGHT
330 CARDONDELET STREET
NEW ORLEANS,LA70130
47-1409798 501(C)(3) 15,000 0     GENERAL ASSISTANCE
(39) TIGER ATHLETIC FOUNDATION
PO BOX 711
BATON ROUGE,LA708210711
72-1004960 501(C)(3) 15,000 0     GENERAL ASSISTANCE
(40) LOUISIANA ACADEMY OF FAMILY PHYSICIANS FOUNDATION INC
919 TARA BOULEVARD
BATON ROUGE,LA70806
58-1757802 501(C)(3) 15,000 0     GENERAL ASSISTANCE
(41) SOUTHEAST LOUISIANA COUNCIL BOY SCOUTS OF AMERICA
4200 S I-10 SERVICE ROAD W
METAIRIE,LA70001
72-0408954 501(C)(3) 15,000 0     GENERAL ASSISTANCE
(42) ACADEMY OF THE SACRED
4521 ST CHARLES AVE
NEW ORLEANS,LA70115
72-0513176 501(C)(3) 14,000 0     GENERAL ASSISTANCE
(43) ST LOUIS AREA BUSINESS HEALTH COALITION
8888 LADUE ROAD NO 250
ST LOUIS,MO63124
43-1296542 501(C)(3) 12,500 0     GENERAL ASSISTANCE
(44) PACIFIC BUSINESS GROUP ON HEALTH
275 BATTERY STREET NO 480
SAN FRANCISCO,CA94111
94-3093623 501(C)(3) 12,500 0     GENERAL ASSISTANCE
(45) RICH MAUTI CANCER FUND
304 PLANTATION DRIVE
MANDEVILLE,LA70471
72-0934551 501(C)(3) 12,500 0     GENERAL ASSISTANCE
(46) ST BERNARD ECONOMIC DEVELOPMENT FOUNDATION
100 PORT BLVD SUITE 210
CHALMETTE,LA70043
11-3712951 501(C)(3) 11,000 0     GENERAL ASSISTANCE
(47) MIDWEST BUSINESS GROUP ON HEALTH
125 S WACKER DR ROOM 1350
CHICAGO,IL60606
36-3059249 501(C)(3) 11,000 0     GENERAL ASSISTANCE
(48) THE SHAQUILLE O'NEAL FOUNDATION
10845 GRIFFITH PEAK DR STE 520
LAS VEGAS,NV89135
84-2488384 501(C)(3) 10,000 0     GENERAL ASSISTANCE
(49) LOUISIANA PEDIATRIC CARDIOLOGY FOUNDATION
7777 HENNESSY BLVD SUITE 103
BATON ROUGE,LA70808
72-1476551 501(C)(3) 10,000 0     GENERAL ASSISTANCE
(50) LOUISIANA MUSEUM FOUNDATION
1000 BOURBON STREET NO 8429
NEW ORLEANS,LA70116
72-0954712 501(C)(3) 10,000 0     GENERAL ASSISTANCE
(51) JUNIOR LEAGUE OF BATON ROUGE INC
9523 FENWAY AVENUE
BATON ROUGE,LA70809
72-0471493 501(C)(3) 10,000 0     GENERAL ASSISTANCE
(52) LOUISIANA ART & SCIENCE MUSEUM INC
PO BOX 3373
BATON ROUGE,LA708213373
72-0542138 501(C)(3) 10,000 0     GENERAL ASSISTANCE
(53) MADDIE'S FOOTPRINTS
234 RUE BEAUREGARD
LAFAYETTE,LA70508
27-1874830 501(C)(3) 10,000 0     GENERAL ASSISTANCE
(54) SPECIAL OLYMPICS LOUISIANA INC
46 LOUIS PRIMA DRIVE SUITE A
COVINGTON,LA70435
72-0706608 501(C)(3) 10,000 0     GENERAL ASSISTANCE
(55) LAMBETH HOUSE FOUNDATION
150 BROADWAY
NEW ORLEANS,LA70118
72-1498005 501(C)(3) 10,000 0     GENERAL ASSISTANCE
(56) GREATER NEW ORLEANS EDUCATIONAL TELEVISION FOUNDATION
916 NAVARRE AVENUE
NEW ORLEANS,LA70124
72-0497926 501(C)(3) 10,000 0     GENERAL ASSISTANCE
(57) KAREN T STALL RESEARCH AND BREAST INSTITUTE
2910 LAUSAT STREET
METAIRIE,LA70001
45-4181880 501(C)(3) 10,000 0     GENERAL ASSISTANCE
(58) OPERATION RESTORATION
1450 POYDRAS STREET SUITE 2260
NEW ORLEANS,LA70112
61-1791941 501(C)(3) 10,000 0     GENERAL ASSISTANCE
(59) MAGNOLIA COMMUNITY SERVICES INC
100 CENTRAL AVENUE
JEFFERSON,LA70121
72-0423625 501(C)(3) 10,000 0     GENERAL ASSISTANCE
(60) JEWISH FEDERATION OF GREATER NEW ORLEANS
3747 WEST ESPLANADE AVENUE
METAIRIE,LA70002
72-0408938 501(C)(3) 8,750 0     GENERAL ASSISTANCE
(61) STUART HALL
2032 SOUTH CARROLLTON AVENUE
NEW ORLEANS,LA70118
72-0988860 501(C)(3) 8,300 0     GENERAL ASSISTANCE
(62) SAUL'S LIGHT FOUNDATION
PO BOX 820146
NEW ORLEANS,LA701820146
47-2915988 501(C)(3) 7,500 0     GENERAL ASSISTANCE
(63) HANDS ON NEW ORLEANS
2515 CANAL STREET
NEW ORLEANS,LA70119
26-2281213 501(C)(3) 7,500 0     GENERAL ASSISTANCE
(64) MERIDIAN COMMUNITY COLLEGE FOUNDATION
910 HIGHWAY 19 NORTH
MERIDIAN,MS393075801
23-7086275 501(C)(3) 7,500 0     GENERAL ASSISTANCE
(65) MARCH OF DIMES FOUNDATION
11960 BRICKSOME AVENUE
BATON ROUGE,LA70816
13-1846366 501(C)(3) 7,500 0     GENERAL ASSISTANCE
(66) MISSISSIPPI CHILDREN'S MUSEUM-MERIDIAN LLC
PO BOX 1007
MERIDIAN,MS39302
81-2097519 501(C)(3) 7,143 0     GENERAL ASSISTANCE
(67) UNITED WAY OF SOUTHEAST LOUISIANA
2515 CANAL STREET
NEW ORLEANS,LA70119
72-0471369 501(C)(3) 6,250 0     GENERAL ASSISTANCE
(68) ZULU COMMUNITY SERVICES FOUNDATION
732 NORTH BROAD ST
NEW ORLEANS,LA70119
87-3674141 501(C)(3) 6,120 0     GENERAL ASSISTANCE
(69) PROTECT LOUISIANA VALUES
6048 MARSHAL FOCH STREET
NEW ORLEANS,LA70124
93-1915303 501(C)(4) 50,000 0     GENERAL ASSISTANCE
(70) ON TRACK BY 5 ALLIANCE
326 GAUTHIER ROAD
LAFAYETTE,LA70501
72-6000625 GOVERNMENTAL 30,372 0     GENERAL ASSISTANCE
(71) LOUISIANA HOSPITAL ASSOCIATION
9521 BROOKLINE AVENUE
BATON ROUGE,LA70809
72-0489377 501(C)(6) 30,000 0     GENERAL ASSISTANCE
(72) DOWNTOWN LAFAYETTE UNLIMITED
735 JEFFERSON STREET
LAFAYETTE,LA70501
58-1647516 501(C)(6) 25,000 0     GENERAL ASSISTANCE
(73) RECREATION DISTRICT #1 OF ST TAMMANY PARISH
63350 PELICAN DRIVE
MANDEVILLE,LA70448
72-1111738 GOVERNMENTAL 20,000 0     GENERAL ASSISTANCE
(74) JEFFERSON CONVENTION & VISITORS BUREAU INC
1221 ELMWOOD PARK BLVD NO 411
HARAHAN,LA70123
72-1484261 501(C)(6) 20,000 0     GENERAL ASSISTANCE
(75) NATIONAL ALLIANCE OF HEALTHCARE PURCHASER COALITIONS INC
1015 18TH STREET NW
WASHINGTON,DC20036
65-0328971 501(C)(6) 18,500 0     GENERAL ASSISTANCE
(76) CENTRAL LOUISIANA CHAMBER
1118 3RD STREET
ALEXANDRIA,LA71301
72-0498706 501(C)(6) 15,000 0     GENERAL ASSISTANCE
(77) ADVANCE MISSISSIPPI 2024
740 AVIGNON DRIVE SUITE A
RIDGELAND,MS39157
93-3793913 501(C)(4) 10,000 0     GENERAL ASSISTANCE
(78) MISSISSIPPI LEADERSHIP COUNCIL
400 EAST CAPITOL STREET
JACKSON,MS39201
93-3690261 GOVERNMENTAL 10,000 0     GENERAL ASSISTANCE
(79) LOUISIANA NEUROSURGICAL SOCIETY INC
131 S ROBERTSON ST SUITE 1300
NEW ORLEANS,LA70112
72-0784732 GOVERNMENTAL 10,000 0     GENERAL ASSISTANCE
(80) GUBERNATORIAL INAUGURAL COMMITTEE 2024
PO BOX 24355
JACKSON,MS39255
93-4452414 501(C)(4) 10,000 0     GENERAL ASSISTANCE
(81) NATIONAL INSTITUTE OF FIRST ASSISTING
12354 E CALEY AVE SUITE 108
CENTINNIAL,CO80111
84-1325022 GOVERNMENTAL 6,850 0     GENERAL ASSISTANCE
(82) DELGADO COMMUNITY COLLEGE FOUNDATION
501 CITY PARK AVE
NEW ORLEANS,LA701194399
72-1123204 501(C)(3) 22,000 0     GENERAL ASSISTANCE
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
74
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
8
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2023

Schedule I (Form 990) 2023
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
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash 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
PART I, LINE 2: THE ORGANIZATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF GRANTS AND ASSISTANCE THROUGH A GRANT APPLICATION PROCESS. GRANTEES' ABILITY TO PERFORM IS VOUCHED FOR AND CREDIT VOUCHERS OF PERFORMING PERSONS AT RESPECTIVE ORGANIZATIONS ARE OBTAINED. USE OF GRANT FUNDS IS MONITORED BY THE NORMAL ACCOUNTS PAYABLE PROCESS THAT THE ORGANIZATION HAS IN PLACE. ALL PAYMENTS MADE TO GRANTEES ARE APPROVED BY APPROPRIATE PERSONS ASSOCIATED WITH PRIMARY GRANT AWARDS WHO ARE KNOWLEDGEABLE OF WORK PRODUCT ON GRANTS. IN ADDITION TO THE APPROVAL PROCESS, THE ORGANIZATION HAS A PROCESS IN PLACE TO ENSURE THAT REQUESTED PAYMENTS ARE IN LINE WITH APPROVED BUDGETS SUBMITTED BY SUBRECIPIENTS.
Schedule I (Form 990) 2023



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
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 on 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
 
No
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 on 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
 
No
b
Any related organization? ......................
6b
 
No
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 nonfixed
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) 2023

Schedule J (Form 990) 2023
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, 1099-MISC compensation, and/or 1099-NEC (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
1PETER C NOVEMBER
CEO / BOARD MEMBER
(i)

(ii)
1,986,279
-------------
0
2,130,600
-------------
0
66,772
-------------
0
824,717
-------------
0
27,411
-------------
0
5,035,779
-------------
0
0
-------------
0
2MICHAEL F HULEFELD
PRESIDENT & CHIEF OPERATING OFFICER
(i)

(ii)
1,464,426
-------------
0
1,790,000
-------------
0
50,926
-------------
0
459,105
-------------
0
24,252
-------------
0
3,788,709
-------------
0
0
-------------
0
3VICTOR TEDESCO MD
PHYSICIAN
(i)

(ii)
1,601,196
-------------
0
1,500
-------------
0
2,102,692
-------------
0
6,800
-------------
0
17,362
-------------
0
3,729,550
-------------
0
2,100,004
-------------
0
4ROBERT I HART MD
CHIEF PHYS EXEC & PRES, OCH CLINIC
(i)

(ii)
1,241,890
-------------
0
1,375,000
-------------
0
84,951
-------------
0
194,300
-------------
0
18,944
-------------
0
2,915,085
-------------
0
0
-------------
0
5BENJAMIN B PEELER MD
SR PHYSICIAN-SECTION HEAD
(i)

(ii)
2,195,021
-------------
0
1,500
-------------
0
697,448
-------------
0
6,800
-------------
0
10,845
-------------
0
2,911,614
-------------
0
0
-------------
0
6EDWARD YERGER
PHYSICIAN-AMD
(i)

(ii)
898,304
-------------
0
37,333
-------------
0
1,554,795
-------------
0
6,800
-------------
0
22,054
-------------
0
2,519,286
-------------
0
1,528,972
-------------
0
7TRACEY SCHIRO
EVP-CHIEF HR & ADMIN OFF (END: 12/23
(i)

(ii)
939,187
-------------
0
700,000
-------------
0
163,452
-------------
0
334,275
-------------
0
26,311
-------------
0
2,163,225
-------------
0
0
-------------
0
8SCOTT J POSECAI
EVP-CFO AND TREASURER (END: 12/2023)
(i)

(ii)
986,214
-------------
0
600,000
-------------
0
100,872
-------------
0
156,800
-------------
0
27,504
-------------
0
1,871,390
-------------
0
52,500
-------------
0
9GEORGE E LOSS JR MD PHD
REG MED DIR, SS
(i)

(ii)
1,032,642
-------------
0
302,236
-------------
0
470,240
-------------
0
10,215
-------------
0
27,082
-------------
0
1,842,415
-------------
0
3,415
-------------
0
10SUBBAREDDY KONDA MD
PHYSICIAN
(i)

(ii)
1,791,190
-------------
0
1,500
-------------
0
5,773
-------------
0
0
-------------
0
20,128
-------------
0
1,818,591
-------------
0
0
-------------
0
11CUONG Q BUI MD
BOARD MEMBER/SENIOR PHYSICIAN
(i)

(ii)
1,469,359
-------------
0
190,000
-------------
0
39,557
-------------
0
6,800
-------------
0
27,621
-------------
0
1,733,337
-------------
0
0
-------------
0
12ADITYA BANSAL MD
SR PHYSICIAN-SECTION HEAD
(i)

(ii)
1,530,211
-------------
0
1,500
-------------
0
67,463
-------------
0
6,800
-------------
0
23,983
-------------
0
1,629,957
-------------
0
0
-------------
0
13LEONARDO SEOANE MD
SR VP-CHIEF ACADEMIC OFFICER
(i)

(ii)
789,564
-------------
0
425,000
-------------
0
152,125
-------------
0
126,800
-------------
0
24,007
-------------
0
1,517,496
-------------
0
72,450
-------------
0
14ROBERT WOLTERMAN
CEO-SS REGION & CLINICAL JVS
(i)

(ii)
799,178
-------------
0
360,000
-------------
0
76,038
-------------
0
88,400
-------------
0
24,077
-------------
0
1,347,693
-------------
0
60,900
-------------
0
15CHARLES D DAIGLE
CEO-BATON ROUGE & LAKE CHARLES
(i)

(ii)
696,458
-------------
0
240,000
-------------
0
42,439
-------------
0
42,500
-------------
0
25,567
-------------
0
1,046,964
-------------
0
27,825
-------------
0
16SHELLEY S TYNAN
SYS VP-LEGAL & GEN COUNSEL, SEC
(i)

(ii)
659,287
-------------
0
250,000
-------------
0
38,889
-------------
0
42,080
-------------
0
30,645
-------------
0
1,020,901
-------------
0
21,788
-------------
0
17VINCENT R ADOLPH MD
BOARD MEMBER/RMD (END: 12/2023)
(i)

(ii)
720,680
-------------
0
220,100
-------------
0
25,687
-------------
0
6,800
-------------
0
17,587
-------------
0
990,854
-------------
0
0
-------------
0
18TIMOTHY L RIDDELL MD
BOARD MEMBER/CEO-NS & MS GC
(i)

(ii)
582,691
-------------
0
205,000
-------------
0
40,743
-------------
0
69,300
-------------
0
12,677
-------------
0
910,411
-------------
0
0
-------------
0
19WILLIAM SUMRALL III MD
BOARD MEMBER/SENIOR PHYSICIAN
(i)

(ii)
700,657
-------------
0
45,100
-------------
0
53,707
-------------
0
6,800
-------------
0
25,061
-------------
0
831,325
-------------
0
0
-------------
0
20BRADLEY R GOODSON
CEO-OMC
(i)

(ii)
534,957
-------------
0
188,100
-------------
0
37,624
-------------
0
45,417
-------------
0
23,940
-------------
0
830,038
-------------
0
23,556
-------------
0
21RICHARD D GUTHRIE JR MD
FORMER KEY EMPLOYEE
(i)

(ii)
517,855
-------------
0
185,658
-------------
0
44,645
-------------
0
39,452
-------------
0
20,434
-------------
0
808,044
-------------
0
31,137
-------------
0
22ALDO J RUSSO MD
REG MED DIR, BR REG
(i)

(ii)
546,540
-------------
0
186,100
-------------
0
17,032
-------------
0
8,363
-------------
0
25,998
-------------
0
784,033
-------------
0
1,563
-------------
0
23DAWN M PUENTE MD
REG MED DIR, BAP, KEN, WB REG
(i)

(ii)
480,113
-------------
0
170,000
-------------
0
45,850
-------------
0
39,359
-------------
0
17,747
-------------
0
753,069
-------------
0
31,238
-------------
0
24ARMIN SCHUBERT MD
FORMER KEY EMPLOYEE
(i)

(ii)
587,299
-------------
0
75,000
-------------
0
33,994
-------------
0
6,800
-------------
0
21,554
-------------
0
724,647
-------------
0
0
-------------
0
25J ERIC MCMILLEN
FORMER KEY EMPLOYEE
(i)

(ii)
404,067
-------------
0
134,687
-------------
0
34,195
-------------
0
6,800
-------------
0
25,145
-------------
0
604,894
-------------
0
19,688
-------------
0
26ALISHA M LACOUR MD
BOARD MEMBER/RMD
(i)

(ii)
435,584
-------------
0
70,000
-------------
0
8,435
-------------
0
6,800
-------------
0
287
-------------
0
521,106
-------------
0
0
-------------
0
27STEVEN B DEITELZWEIG MD
FORMER KEY EMPLOYEE
(i)

(ii)
413,130
-------------
0
31,000
-------------
0
14,819
-------------
0
12,655
-------------
0
26,187
-------------
0
497,791
-------------
0
5,855
-------------
0
28SUMA JAIN MD
BOARD MEMBER/SENIOR PHYSICIAN
(i)

(ii)
451,017
-------------
0
1,500
-------------
0
27,823
-------------
0
6,800
-------------
0
2,757
-------------
0
489,897
-------------
0
0
-------------
0
29YVENS G LABORDE MD
FORMER KEY EMPLOYEE
(i)

(ii)
386,778
-------------
0
0
-------------
0
50,466
-------------
0
7,790
-------------
0
17,560
-------------
0
462,594
-------------
0
25,949
-------------
0
30SUSAN HUGHEY GUNN MD
BOARD MEMBER/SENIOR PHYSICIAN
(i)

(ii)
388,170
-------------
0
1,500
-------------
0
11,118
-------------
0
6,800
-------------
0
25,240
-------------
0
432,828
-------------
0
0
-------------
0
31VICTORIA A SMITH MD
BOARD MEMBER/SENIOR PHYSICIAN
(i)

(ii)
324,845
-------------
0
48,399
-------------
0
34,325
-------------
0
0
-------------
0
17,767
-------------
0
425,336
-------------
0
0
-------------
0
32KAREN B BLESSEY MD
BOARD MEMBER/SENIOR PHYSICIAN
(i)

(ii)
345,468
-------------
0
34,543
-------------
0
7,789
-------------
0
6,800
-------------
0
173
-------------
0
394,773
-------------
0
0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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
PART I, LINE 1A FIRST-CLASS OR CHARTER TRAVEL: OCHSNER'S BUSINESS TRAVEL POLICY OCCASIONALLY ALLOWS EMPLOYEES TO FLY FIRST-CLASS, SUCH AS WHEN OTHER SEATING IS NOT AVAILABLE OR FOR TRANS-ATLANTIC FLIGHTS. OCHSNER'S CEO, MEMBERS OF THE BOARD, MEMBERS OF MANAGEMENT, AND FAMILY MEMBERS ALSO FLY ON CHARTER FLIGHTS. USE OF BUSINESS AIRCRAFT BY PERSONNEL OF OCHSNER CAN INCREASE PRODUCTIVITY, INCREASE FACE-TO-FACE BUSINESS CONTACT, FACILITATE TRAVEL TO LOCATIONS WITH INADEQUATE COMMERCIAL SERVICE, IMPROVE SECURITY AND FACILITATE OCHSNER'S ABILITY TO ALTER THE TRAVEL PLANS OF KEY EXECUTIVES, ON SHORT NOTICE, WHEN NECESSITATED BY BUSINESS EXIGENCIES. IN THE EVENT A FLIGHT IS USED FOR PERSONAL USE, OR A GUEST ATTENDS OTHER THAN FOR A BUSINESS PURPOSE, THESE FLIGHTS ARE INCLUDED IN TAXABLE WAGES. TRAVEL FOR COMPANIONS: OCHSNER HOSTS ITS BOARD OF DIRECTORS AND SENIOR MANAGEMENT AT A FEW DEVELOPMENTAL EVENTS. THE EVENTS PROVIDE THE DIRECTORS AND MANAGERS WITH INFORMATION AND TRAINING AS IT RELATES TO THEIR GOVERNANCE AT OCHSNER. AS THESE EVENTS ARE RELATIONSHIP-BUILDING EVENTS, THE ATTENDEES' SPOUSES ARE ENCOURAGED TO ATTEND. OCHSNER PROVIDED TRAVEL AND ACCOMMODATIONS FOR THE ATTENDING SPOUSES OF OFFICERS, KEY EMPLOYEES, AND BOARD MEMBERS. WITH SENIOR LEADERSHIP APPROVAL, OCCASIONALLY A FAMILY MEMBER TRAVELS WITH THE EMPLOYEE OR BOARD MEMBER FOR NON-BUSINESS REASONS, IN WHICH CASE THE COMPANION TRAVEL WOULD BE INCLUDABLE IN COMPENSATION OF THE EMPLOYEE OR BOARD MEMBER. TRAVEL FOR COMPANIONS WERE REPORTED AS TAXABLE COMPENSATION TO THE EMPLOYEES OR BOARD MEMBERS AND GROSSED UP. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: OCHSNER GROSSES UP NON-CASH COMPENSATION TO BOARD MEMBERS AND OFFICERS FOR THE FOLLOWING: * SPOUSAL TRAVEL TO THE BOARD AND MANAGEMENT DEVELOPMENTAL RETREATS. SPOUSES ARE ENCOURAGED TO ATTEND THESE EVENTS TO FURTHER THE RELATIONSHIPS WITHIN THE BOARD MEMBERS AND EXECUTIVE TEAM. * PARTICIPANT AND COMPANION ENTERTAINMENT AT BOARD AND MANAGEMENT DEVELOPMENTAL RETREATS. * GIFTS TO THE BOARD MEMBERS AND EXECUTIVE TEAM. * SERVICE/EMPLOYEE ENGAGEMENT AWARD. ALL OF THE BOARD MEMBERS AND OFFICERS, AND 4 OF THE KEY EMPLOYEES, RECEIVED GROSS-UP PAYMENTS IN 2023. DISCRETIONARY SPENDING ACCOUNT: MEMBERS OF EXECUTIVE TEAM MAY BE PROVIDED WITH AN AUTOMOBILE ALLOWANCE, WHICH IS INCLUDED IN TAXABLE INCOME. IN 2023, 6 EXECUTIVES RECEIVED THIS ALLOWANCE.
PART I, LINE 1B CHARTER AIRCRAFT USE AND TAX INDEMNIFICATION AND GROSS-UP PAYMENTS ARE SUBJECT TO EXECUTIVE APPROVAL.
PART I, LINE 4B 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 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 HANCOCK WHITNEY BANK. FOLLOWING IS A LIST OF PARTICIPANTS, THEIR TITLE WITH THE SPONSORING ORGANIZATION, AND ANY DISTRIBUTIONS MADE IN 2023: * PETER C NOVEMBER, CHIEF EXECUTIVE OFFICER; NO DISTRIBUTION. * MICHAEL F HULEFELD, PRESIDENT AND CHIEF OPERATING OFFICER; NO DISTRIBUTION. * SCOTT J POSECAI, EXECUTIVE VICE PRESIDENT, CFO, AND TREASURER; NO DISTRIBUTION. * TRACEY SCHIRO, EVP-CHIEF HR & ADMINISTRATIVE OFFICER; NO DISTRIBUTION. ROBERT I HART, M.D., CHIEF PHYSICIAN EXECUTIVE AND PRESIDENT, OCHSNER CLINIC, PARTICIPATES IN A NON-QUALIFIED SUPPLEMENTAL PLAN WHICH IS PART OF THE TERMS AND CONDITIONS OF HIS EMPLOYMENT CONTRACT WITH OCHSNER CLINIC FOUNDATION. THE RETIREMENT CALCULATION IS A DEFINED AMOUNT AS A PERCENT OF BASE PAY, CALCULATED ANNUALLY. THE BENEFIT IS FUNDED IN A TRUST ACCOUNT WITH HANCOCK WHITNEY BANK: * DR. HART RECEIVED NO DISTRIBUTION IN 2023. GEORGE E LOSS, JR, M.D., REGIONAL MEDICAL DIRECTOR, AND BENJAMIN B PEELER, M.D., SR PHYSICIAN-SECTION HEAD, EACH PARTICIPATE IN UNFUNDED DEFERRED COMPENSATION PLANS, ADOPTED IN 2016. THE PLANS ALLOW FOR DISCRETIONARY CONTRIBUTIONS, AS DETERMINED BY COMMITTEE, AND VESTING OCCURS ACCORDING TO A SCHEDULE, WHICH IS GENERALLY 5 YEARS OR LESS, AFTER THE DATE THE FUNDS ARE CONTRIBUTED UNDER THE PLAN. THE FUNDS ARE DISTRIBUTED IN THE SAME PERIOD AS THE VESTING EVENT OCCURS: * DR. LOSS RECEIVED A DISTRIBUTION IN 2023 OF $450,000 * DR. PEELER RECEIVED A DISTRIBUTION IN 2023 OF $695,415 VICTOR E TEDESCO M.D., PHYSICIAN, AND EDWARD S YERGER, M.D., PHYSICIAN-AMD, PARTICIPATE IN A 457(F) NON-QUALIFIED, UNFUNDED, DEFERRED COMPENSATION PLAN, WHICH WAS ADOPTED IN 2013. THE PLAN ALLOWS FOR ANNUAL FIXED EARNINGS BASED ON A PREDETERMINED ANNUAL AMOUNT AND SUBJECT TO A SPECIFIED VESTING SCHEDULE FOR EACH PARTICIPANT: * DR. TEDESCO RECEIVED A DISTRIBUTION IN 2023 OF $2,100,004 * DR. YERGER RECEIVED A DISTRIBUTION IN 2023 OF $1,528,972 THE FOLLOWING INDIVIDUALS 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 FOUNDATION 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 AND ANY DISTRIBUTIONS MADE IN 2023: * VINCENT R ADOLPH, MD; NO DISTRIBUTION * STEVEN B DEITELZWEIG, MD; DISTRIBUTION OF $6,778 * RICHARD D GUTHRIE, JR, MD; DISTRIBUTION OF $6,797 * YVENS G LABORDE, MD; DISTRIBUTION OF $8,161 * GEORGE E LOSS, JR, MD, PHD; DISTRIBUTION OF $3,953 * DAWN M PUENTE, MD; DISTRIBUTION OF $9,213 * ALDO J RUSSO, MD; DISTRIBUTION OF $1,810 THE FOLLOWING PEOPLE PARTICIPATE IN A 457(F) NON-QUALIFIED, UNFUNDED, DEFERRED COMPENSATION PLAN, WHICH WAS ADOPTED IN 2013. THE PLAN ALLOWS FOR 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 AND ANY DISTRIBUTIONS MADE IN 2023: * CHARLES DAIGLE; DISTRIBUTION OF $27,825 * BRADLEY R GOODSON; DISTRIBUTION OF $23,556 * RICHARD D GUTHRIE, JR, MD; DISTRIBUTION OF $25,265 * YVENS G LABORDE, MD; DISTRIBUTION OF $18,900 * J ERIC MCMILLEN; DISTRIBUTION OF $19,688 * SCOTT POSECAI, DISTRIBUTION OF $52,500 * DAWN M PUENTE, MD; DISTRIBUTION OF $23,279 * TIMOTHY L RIDDELL, MD; NO DISTRIBUTION * TRACEY T SCHIRO; DISTRIBUTION OF $81,900 * LEONARDO SEOANE, MD; DISTRIBUTION OF $72,450 * SHELLEY SULLIVAN TYNAN; DISTRIBUTION OF $21,788 * ROBERT WOLTERMAN; DISTRIBUTION OF $60,900
PART I, LINE 7 THE INCENTIVE PLANS INCLUDE A SUBJECTIVE COMPONENT BASED ON PERSONAL PERFORMANCE, WHICH SLIGHTLY AFFECTS THE AMOUNT OF INCENTIVE PAYMENT. THERE IS DISCRETION AS TO THE AMOUNT OF INCENTIVE COMPENSATION FOR SENIOR MANAGEMENT. IN ADDITION, NON-FIXED PAYMENTS WERE MADE IN 2023. THE FOLLOWING WERE INCLUDED IN REPORTABLE COMPENSATION: SPOUSAL TRAVEL AND ENTERTAINMENT AT BOARD RETREATS AND GROSS-UP IN COMPENSATION RELATED TO IMPUTED INCOME. GIFTS AND AWARDS BETWEEN THE AMOUNT OF $100 AND $500 FOR BOARD MEMBERS AND EXECUTIVES AND THEIR SPOUSES.
Schedule J (Form 990) 2023

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
Attach to Form 990.

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
OCHSNER CLINIC FOUNDATION
 
Employer identification number
72-0502505
Part
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 2015
 
72-0895871 5463982E6 08-20-2015 121,536,607 SEE STATEMENT   X   X   X
B LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2016
 
72-0895871 5463985R5 05-12-2016 174,368,478 SEE STATEMENT X     X   X
C LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2017
 
72-0895871 546399CP9 05-11-2017 458,024,425 SEE STATEMENT   X   X   X
D LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2020A
 
72-0895871 546399KS4 10-14-2020 297,968,024 SEE STATEMENT   X   X   X
LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2020B
 
72-0895871 546399KT2 10-14-2020 124,585,039 SEE STATEMENT   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 17,510,000 1,340,000 19,780,000  
2 Amount of bonds legally defeased ..............   1,600,000    
3 Total proceeds of issue .................. 121,536,607 174,368,478 459,634,377 299,711,160
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 1,262,457 2,094,045 4,362,863 3,039,364
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 123,550,239   176,609,938 296,671,797
11 Other spent proceeds ............. 120,274,150 172,274,433 278,661,576  
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2015 2016 2020 2023
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
  X   X X     X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
X   X     X   X
16 Has the final allocation of proceeds been made? .......... X   X   X     X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
Part
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   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X   X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   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   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   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   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 ....        
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 .........        
6 Total of lines 4 and 5 .............        
7 Does the bond issue meet the private security or payment test? ...   X   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   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   X  
Part
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     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 the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X   X   X
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X X     X   X
b Name of provider ..........  
 
CITIBANK NA
 
 
 
 
 
c Term of hedge .........   10.0000000000 %    
d Was the hedge superintegrated? ......       X        
e Was the hedge terminated? ........       X        
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   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   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
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   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
DATE REBATE COMPUTATION PERFORMED ISSUER NAME: LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2015 DATE THE REBATE COMPUTATION WAS PERFORMED: 08/20/2020 ISSUER NAME: LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2016 DATE THE REBATE COMPUTATION WAS PERFORMED: 06/21/2021
SCHEDULE K, PART I, LINE A, COLUMN (F) - DESCRIPTION OF PURPOSE: ISSUER NAME: LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2015 PARTIAL REFUNDING 2007A & 2007B BONDS
SCHEDULE K, PART I, LINE B, COLUMN (F) - DESCRIPTION OF PURPOSE: ISSUER NAME: LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2016 REFUNDING 2011 BONDS
SCHEDULE K, PART I, LINE C, COLUMN (F) - DESCRIPTION OF PURPOSE: ISSUER NAME: LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2017 REFUND REMAINING 2007A & 2007B BONDS AND NEW MONEY ISSUE FOR FACILITY IMPROVEMENTS
SCHEDULE K, PART I, LINE D, COLUMN (F) - DESCRIPTION OF PURPOSE: ISSUER NAME: LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2020A THE BONDS WERE USED TO CONSOLIDATE LGHS DEBT PRIOR TO ISSUE AND FINANCE FACILITY IMPROVEMENTS
SCHEDULE K, PART I, LINE A, COLUMN (F) - DESCRIPTION OF PURPOSE: ISSUER NAME: LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2020B THE BONDS WERE USED TO CONSOLIDATE LGHS DEBT PRIOR TO ISSUE AND FINANCE FACILITY IMPROVEMENTS
SCHEDULE K, PART VI, SUPPLEMENTAL INFORMATION: ISSUER NAME: LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2017 THE DIFFERENCE IN THE TOTAL PROCEEDS AND THE ISSUE PRICE IS DUE TO INVESTMENT EARNINGS
SCHEDULE K, PART VI, SUPPLEMENTAL INFORMATION: ISSUER NAME: LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2020A AND 2020B 2020A AND 2020B ARE ONE BOND ISSUE REPORTED ON A SINGLE FORM 8038 BUT ARE BEING REPORTED SEPARATELY FOR PURPOSES OF SCHEDULE K.
Schedule K (Form 990) 2023

Additional Data


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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
Attach to Form 990.

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
OCHSNER CLINIC FOUNDATION
 
Employer identification number
72-0502505
Part
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 2015
 
72-0895871 5463982E6 08-20-2015 121,536,607 SEE STATEMENT   X   X   X
B LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2016
 
72-0895871 5463985R5 05-12-2016 174,368,478 SEE STATEMENT X     X   X
C LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2017
 
72-0895871 546399CP9 05-11-2017 458,024,425 SEE STATEMENT   X   X   X
D LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2020A
 
72-0895871 546399KS4 10-14-2020 297,968,024 SEE STATEMENT   X   X   X
LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2020B
 
72-0895871 546399KT2 10-14-2020 124,585,039 SEE STATEMENT   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 17,510,000 1,340,000 19,780,000  
2 Amount of bonds legally defeased ..............   1,600,000    
3 Total proceeds of issue .................. 121,536,607 174,368,478 459,634,377 299,711,160
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 1,262,457 2,094,045 4,362,863 3,039,364
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 123,550,239   176,609,938 296,671,797
11 Other spent proceeds ............. 120,274,150 172,274,433 278,661,576  
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2015 2016 2020 2023
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
  X   X X     X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
X   X     X   X
16 Has the final allocation of proceeds been made? .......... X   X   X     X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
Part
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   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X   X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   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   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   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   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 ....        
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 .........        
6 Total of lines 4 and 5 .............        
7 Does the bond issue meet the private security or payment test? ...   X   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   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   X  
Part
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     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 the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X   X   X
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X X     X   X
b Name of provider ..........  
 
CITIBANK NA
 
 
 
 
 
c Term of hedge .........   10.0000000000 %    
d Was the hedge superintegrated? ......       X        
e Was the hedge terminated? ........       X        
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   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   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
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   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
DATE REBATE COMPUTATION PERFORMED ISSUER NAME: LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2015 DATE THE REBATE COMPUTATION WAS PERFORMED: 08/20/2020 ISSUER NAME: LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2016 DATE THE REBATE COMPUTATION WAS PERFORMED: 06/21/2021
SCHEDULE K, PART I, LINE A, COLUMN (F) - DESCRIPTION OF PURPOSE: ISSUER NAME: LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2015 PARTIAL REFUNDING 2007A & 2007B BONDS
SCHEDULE K, PART I, LINE B, COLUMN (F) - DESCRIPTION OF PURPOSE: ISSUER NAME: LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2016 REFUNDING 2011 BONDS
SCHEDULE K, PART I, LINE C, COLUMN (F) - DESCRIPTION OF PURPOSE: ISSUER NAME: LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2017 REFUND REMAINING 2007A & 2007B BONDS AND NEW MONEY ISSUE FOR FACILITY IMPROVEMENTS
SCHEDULE K, PART I, LINE D, COLUMN (F) - DESCRIPTION OF PURPOSE: ISSUER NAME: LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2020A THE BONDS WERE USED TO CONSOLIDATE LGHS DEBT PRIOR TO ISSUE AND FINANCE FACILITY IMPROVEMENTS
SCHEDULE K, PART I, LINE A, COLUMN (F) - DESCRIPTION OF PURPOSE: ISSUER NAME: LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2020B THE BONDS WERE USED TO CONSOLIDATE LGHS DEBT PRIOR TO ISSUE AND FINANCE FACILITY IMPROVEMENTS
SCHEDULE K, PART VI, SUPPLEMENTAL INFORMATION: ISSUER NAME: LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2017 THE DIFFERENCE IN THE TOTAL PROCEEDS AND THE ISSUE PRICE IS DUE TO INVESTMENT EARNINGS
SCHEDULE K, PART VI, SUPPLEMENTAL INFORMATION: ISSUER NAME: LOUISIANA PUBLIC FACILITIES AUTHORITY SERIES 2020A AND 2020B 2020A AND 2020B ARE ONE BOND ISSUE REPORTED ON A SINGLE FORM 8038 BUT ARE BEING REPORTED SEPARATELY FOR PURPOSES OF SCHEDULE K.
Schedule K (Form 990) 2023

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
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.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
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 section 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 the organization managers or disqualified persons during the year under section 4958. ........................... $
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $
 

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 ............... $  
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) 2023
Schedule L (Form 990) 2023
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) RENEE REYMOND MD SEE STMT 23,000 SEE STMT   No
(2) RICHARD D GUTHRIE III SEE STMT 95,462 SEE STMT   No
(3) ALEXIS GUTHRIE SEE STMT 26,383 SEE STMT   No
(4) ANDREW GUTHRIE MD SEE STMT 305,015 SEE STMT   No
(5) JACLYN POSECAI SEE STMT 30,680 SEE STMT   No
(6) SUSAN NELSON MD SEE STMT 381,400 SEE STMT   No
(7) L MICHELLE SEOANE MD SEE STMT 1,840 SEE STMT   No
(8) TIMOTHY GUTHRIE SEE STMT 81,045 SEE STMT   No
(9) LEONARDO E SEOANE SEE STMT 19,692 SEE STMT   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: RENEE REYMOND MD(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: WIFE OF MR. HULEFELD, AN OFFICER OF OCF(D) DESCRIPTION OF TRANSACTION: COMPENSATION AS A PHYSICIAN(A) NAME OF PERSON: RICHARD D. GUTHRIE, III(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: SON OF DR. GUTHRIE, A FMR KEY EMPLOYEE OF OCF(D) DESCRIPTION OF TRANSACTION: COMPENSATION AS A RN(A) NAME OF PERSON: ALEXIS GUTHRIE(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: DAUGHTER-IN-LAW OF DR. GUTHRIE, A FMR KEY EMPLOYEE OF OCF(D) DESCRIPTION OF TRANSACTION: COMPENSATION AS A RN(A) NAME OF PERSON: ANDREW GUTHRIE MD(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: SON OF DR. GUTHRIE, A FMR KEY EMPLOYEE OF OCF(D) DESCRIPTION OF TRANSACTION: COMPENSATION AS A PHYSICIAN(A) NAME OF PERSON: JACLYN POSECAI(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: WIFE OF MR. POSECAI, AN OFFICER OF OCF(D) DESCRIPTION OF TRANSACTION: COMPENSATION AS EMPLOYEE(A) NAME OF PERSON: SUSAN NELSON MD(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: WIFE OF DR. HART, AN OFFICER OF OCF(D) DESCRIPTION OF TRANSACTION: COMPENSATION AS A PHYSICIAN(A) NAME OF PERSON: L. MICHELLE SEOANE MD(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: WIFE OF DR. SEOANE, A KEY EMPLOYEE OF OCF(D) DESCRIPTION OF TRANSACTION: COMPENSATION AS A PHYSICIAN(A) NAME OF PERSON: TIMOTHY GUTHRIE(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: SON OF DR. GUTHRIE, A FMR KEY EMPLOYEE OF OCF(D) DESCRIPTION OF TRANSACTION: COMPENSATION AS EMPLOYEE(A) NAME OF PERSON: LEONARDO E. SEOANE(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: SON OF DR. SEOANE, A KEY EMPLOYEE OF OCF(D) DESCRIPTION OF TRANSACTION: COMPENSATION AS EMPLOYEE
Schedule L (Form 990) 2023


Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete 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 image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
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 ..      
5 Clothing and household
goods .......
X 125,500 FAIR MARKET VALUE
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 11 1,583,734 FAIR MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
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 7 18,203 FAIR MARKET VALUE
26 Other Right pointing arrow large image ( MISCELLANEOUS ) X 14 6,600 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 isn't 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 nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't 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) (2023)
Schedule M (Form 990) (2023)
Page 2
Part IISupplemental 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
PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN B.
Schedule M (Form 990) (2023)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
OCHSNER CLINIC FOUNDATION
 
Employer identification number

72-0502505
Return Reference Explanation
FORM 990, FORM 990, BOX C - DOING BUSINESS AS: ALTON OCHSNER MEDICAL FOUNDATION EAT FIT EAT FIT NOLA GOLDEN OPPORTUNITY INNOVATION OCHSNER IO KING CAKE FESTIVAL O BABY O BAR OCHSNER OCHSNER CENTER FOR PRIMARY CARE AND WELLNESS OCHSNER CLINIC OCHSNER COMMUNITY CONNECT OCHSNER COMMUNITY HOSPITALS OCHSNER FITNESS CENTER OCHSNER FOUNDATION HOSPITAL OCHSNER HEALTH OCHSNER HEALTH CENTER OCHSNER HEALTH SYSTEM OCHSNER HEALTH SYSTEMS OCHSNER HOSPITAL FOR CHILDREN OCHSNER HOSPITAL FOR ORTHOPEDICS & SPORTS MEDICINE OCHSNER MEDICAL CENTER OCHSNER BAPTIST - A CAMPUS OF OCHSNER MEDICAL CENTER OCHSNER MEDICAL CENTER - ELMWOOD CAMPUS OCHSNER MEDICAL CENTER - WEST BANK CAMPUS OCHSNER MEDICAL CENTER - BATON ROUGE OCHSNER MEDICAL CENTER - HANCOCK OCHSNER MEDICAL CENTER - NORTH SHORE OCHSNER OUTPATIENT SURGERY SUITE OCHSNER ST. ANNE GENERAL HOSPITAL OCHSNER ST. MARY OCHSNER THERAPY & WELLNESS S3P Y2KIDS
FORM 990, PART VI, SECTION A, LINE 1A THE ARTICLES OF INCORPORATION PROVIDE THAT NO ACTION OF THE BOARD MAY BE RESOLVED UNLESS A MAJORITY OF THE INDEPENDENT DIRECTORS PRESENT APPROVE THE MATTER. THUS, EVEN IN SITUATIONS WHERE THERE IS NOT AN ABSOLUTE MAJORITY OF INDEPENDENT DIRECTORS IN OFFICE, THOSE INDEPENDENT DIRECTORS IN OFFICE CONTROL OCHSNER CLINIC FOUNDATION'S ACTIVITIES. 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 SENIOR PHYSICIANS; 2) ANY CHANGE IN THE TOTAL NUMBER OF DIRECTORS, COMMUNITY DIRECTORS, OR SENIOR 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-THIRDS OF THE ENTIRE BOARD FOR CERTAIN ACTIONS TO BE CONSIDERED APPROVED.
FORM 990, PART VI, SECTION A, LINE 2 MR. SUQUET, MR. HINES, AND MRS. MESTAYER - BUSINESS RELATIONSHIP MR. HINES AND MR. LECORGNE - BUSINESS RELATIONSHIP
FORM 990, PART VI, SECTION B, LINE 11B 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. A COPY OF THE RETURN IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS ELECTRONICALLY AND COMMENTS ARE SOLICITED FROM THE ENTIRE BOARD.
FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES OF OCHSNER CLINIC FOUNDATION AND ITS SUBSIDIARIES AND AFFILIATES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY, WITHIN 40 DAYS OF BECOMING AN EMPLOYEE, OR IF AN INDIVIDUAL HAS A CHANGE IN BUSINESS CIRCUMSTANCES NOT PREVIOUSLY DISCLOSED. THE CONFLICT OF INTEREST TEAM REVIEWS DISCLOSURES AND DETERMINES WHETHER RISK MITIGATING ACTION IS NECESSARY OR IF THE DISCLOSURE NEEDS TO BE REVIEWED BY THE CONFLICT OF INTEREST STEERING COMMITTEE. THE CONFLICT OF INTEREST STEERING COMMITTEE WILL MAKE MITIGATION RECOMMENDATIONS, INCLUDING, BUT NOT LIMITED TO, RECUSAL IN DECISION MAKING, DIVESTITURE AND TERMINATION OF BUSINESS RELATIONSHIPS. OCHSNER CLINIC FOUNDATION 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 COMPLETE NEW HIRE OR RISK-BASED CONFLICT OF INTEREST TRAINING IN ALIGNMENT WITH THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15 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 BOARD OF DIRECTORS (COMPENSATION COMMITTEE). NO SUBSTANTIVE CHANGE TO THE COMPENSATION OR BENEFITS PACKAGES IS MADE UNTIL COMMITTEE APPROVAL IS GRANTED IN ACCORDANCE WITH INTERMEDIATE SANCTIONS GUIDELINES. THE COMPENSATION COMMITTEE IS WITHOUT CONFLICTS OF INTEREST AND USES AN INDEPENDENT EXTERNAL CONSULTANT. APPROPRIATE DATA IS APPLIED TO DETERMINE THE COMPARABILITY OF FAIR MARKET VALUE PAY AND ALL ACTIONS ARE APPROPRIATELY DOCUMENTED. IN ORDER TO MEET THE REQUIREMENTS OF THE IRS INTERMEDIATE SANCTIONS REGULATIONS, THE COMPENSATION COMMITTEE IDENTIFIED THE "DISQUALIFIED INDIVIDUALS" THAT ARE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE COMPANY'S OPERATIONS. THESE INDIVIDUALS ARE THE MEMBERS OF THE EXECUTIVE OFFICERS COMMITTEE (EOC), REGIONAL MEDICAL DIRECTORS, PHYSICIAN BOARD MEMBERS AND SECTION HEADS FOR KEY DEPARTMENTS. FOR DISQUALIFIED INDIVIDUALS, THE COMPENSATION REVIEW ALSO INCLUDES THE COST OF BENEFITS SUCH AS THE COMPANY PORTION OF MEDICAL AND DENTAL BENEFITS, MALPRACTICE INSURANCE, PAYMENTS FOR 401K MATCHING AND PENSION PAYMENTS. 15B - PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES: PT VI LN 15A DESCRIBES THE COMPENSATION PROCESS FOR MANY OF THE OFFICERS, KEY EMPLOYEES, AND SR PHYSICIAN BOARD MEMBERS. 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. COMPENSATION FOR OTHER NON-OFFICER AND NON-PHYSICIAN KEY EMPLOYEES IS REVIEWED BY SENIOR EXECUTIVES WHO TAKE MARKET VALUE RESEARCH INTO CONSIDERATION WHEN DETERMINING COMPENSATION LEVELS. MANAGEMENT JOBS ARE ASSIGNED TO PAY RANGES WHERE THE MIDPOINT IS ALIGNED TO THE 50TH PERCENTILE OF SALARY SURVEY DATA. UPON HIRE, MANAGEMENT SALARIES ARE BASED UPON APPLICABLE SKILLS AND EXPERIENCE RELEVANT TO THE JOB AND PAY RANGE. MERIT INCREASES ARE AWARDED ANNUALLY THEREAFTER BASED UPON PERFORMANCE. OFF-CYCLE ADJUSTMENTS MAY BE PROVIDED DUE TO MARKET MOVEMENT TO ENSURE ALIGNMENT WITH THE COMPETITIVE MARKET.
FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND FORMS 990 AND 990-T ARE AVAILABLE UPON WRITTEN REQUEST TO THE CHIEF FINANCIAL OFFICER OF OCHSNER CLINIC FOUNDATION. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON WRITTEN REQUEST TO THE AUDIT SERVICES DEPARTMENT OF OCHSNER CLINIC FOUNDATION. FINANCIAL STATEMENTS FOR OCHSNER CLINIC FOUNDATION ARE MADE AVAILABLE TO THE PUBLIC QUARTERLY VIA WWW.DACBOND.COM.
FORM 990, PART VI, LINE 14 - WRITTEN DOCUMENTATION RETENTION & DESTRUCTION: THERE ARE DOCUMENT RETENTION POLICIES FOR VARIOUS DEPARTMENTS, THOUGH A SINGLE DOCUMENT RETENTION POLICY APPLICABLE TO THE SYSTEM AS A WHOLE DOES NOT EXIST.
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 AND TO ENSURE TAX COMPLIANCE. 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.
FORM 990, PART VII, LINE 1A - ADDITIONAL COMPENSATION EXPLANATION: COMPENSATION FROM INTEGRATED HEALTH SYSTEM: THE AMOUNT OF TIME SHOWN FOR EACH AS "AVERAGE HOURS PER WEEK DEVOTED TO POSITION" CONSISTS PRIMARILY OF HIS/HER TIME SPENT ON HIS/HER ROLE WITH OCHSNER CLINIC FOUNDATION. IN REALITY, HIS/HER TIME IS SPENT ON FULFILLING RESPONSIBILITIES THROUGH THEIR ROLES WITH THE RELATED ORGANIZATION AND/OR ACROSS ALL OTHER ORGANIZATIONS IN THE INTEGRATED HEALTH SYSTEM, AND MAY BE MORE EVENLY DISTRIBUTED. THOSE DIRECTORS LISTED AS "BOARD MEMBER/SENIOR PHYSICIAN" ARE COMPENSATED DUE TO THEIR ROLE AS AN EMPLOYEE OF A MEMBER OF THE INTEGRATED HEALTH SYSTEM. THE COMPENSATION OF COMMUNITY DIRECTORS THAT IS REPORTED MAY CONSIST OF A STIPEND OR OTHER COMPENSATION FOR THEIR SERVICE TO OCHSNER AS BOARD MEMBERS. IT ALSO CONSISTS OF OCHSNER'S PAYMENTS (EITHER DIRECTLY OR AS REIMBURSEMENT) OF EXPENSES INCURRED FOR MEETING OR TRAVEL EXPENSES FOR THE BOARD IN WHICH THE REIMBURSEMENT HAS BEEN DETERMINED TO BE TAXABLE INCOME.
FORM 990, PART XI, LINE 9: GRANTS/CONTRIBUTIONS/FUNDRAISING INCLUDED IN RESTRICTED NET ASSETS -26,111,569. CHANGE IN NET ASSETS FOR SUBSIDIARIES 44,945,935. NET ASSETS RELEASED FOR CAPITAL ACQUISITION 1,544,977. PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS 4,963,642. OTHER CHANGES IN NET ASSETS - OTHER 2,186,863.
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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
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) 1500 KINGS HWY - THREE LOTS LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
72-0502505
REAL ESTATE TITLE-HOLDING COMPANY LA 0 0 OCHSNER CLINIC FOUNDATION
 
(3) CHABERT OPERATIONAL MANAGEMENT COMPANY LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
46-2840691
PERFORMS HOSPITAL MANAGEMENT SERVICES LA 51,884,998 53,686,281 OCHSNER CLINIC FOUNDATION
 
(4) CLINICAL OPERATIONAL MANAGEMENT COMPANY LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
83-2040090
PERFORMS PHYSICIAN/CLINICAL MANAGEMENT SERVICES LA 15,538,126 1,220,714 OCHSNER CLINIC FOUNDATION
 
(5) EAST BATON ROUGE MEDICAL CENTER LLC
17000 MEDICAL CENTER DR
BATON ROUGE,LA70816
20-1729674
PATIENT CARE DE 490,795,419 196,764,252 OCHSNER CLINIC FOUNDATION
 
(6) EAST JEFFERSON AFTER HOURS - KENNER LLC
3510 N CAUSEWAY BLVD
METAIRIE,LA70002
75-3045183
PATIENT CARE DE 3,574,374 1,383,670 OCHSNER URGENT CARE 1 LLC
 
(7) EAST JEFFERSON AFTER HOURS METAIRIE LLC
3510 N CAUSEWAY BLVD
METAIRIE,LA70002
20-3802765
PATIENT CARE DE 2,973,498 466,052 OCHSNER URGENT CARE 1 LLC
 
(8) FOUNDATION ASSETS LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
77-0589660
HOLDING OF DONATED INTEREST IN FRACTIONAL SHARE OF GROUND LEASE-NEW ORLEANS LA 152,788 855,104 OCHSNER CLINIC FOUNDATION
 
(9) IO LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
72-0502505
FOSTER AND SUPPORT PATIENT CENTERED INNOVATIVE HEALTH CARE SOLUTIONS LA 0 4,015 OCHSNER CLINIC FOUNDATION
 
(10) LAKEVIEW URGENT CARE LLC
3510 N CAUSEWAY BLVD
METAIRIE,LA70002
45-3935671
PATIENT CARE LA 1,824,436 426,724 OCHSNER URGENT CARE 1 LLC
 
(11) LULING URGENT CARE LLC
3510 N CAUSEWAY BLVD
METAIRIE,LA70002
45-3935716
PATIENT CARE LA 1,552,781 640,359 OCHSNER URGENT CARE 1 LLC
 
(12) OCHSNER 65 PLUS HOLDINGS LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
88-2600973
CUSTOMIZED CARE FOR PATIENTS 65 AND OLDER LA 198,645 1,430,720 OCHSNER CLINIC FOUNDATION
 
(13) OCHSNER 65 PLUS PENSACOLA - BELLVIEW LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
88-2584405
CUSTOMIZED CARE FOR PATIENTS 65 AND OLDER LA 0 0 OCHSNER 65 PLUS HOLDINGS LLC
 
(14) OCHSNER 65 PLUS PENSACOLA - UNIVERSITY LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
88-2560900
CUSTOMIZED CARE FOR PATIENTS 65 AND OLDER LA 198,645 1,212,923 OCHSNER 65 PLUS HOLDINGS LLC
 
(15) OCHSNER 65 PLUS HH OKATIE CROSSING LLC (BEG 022023)
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
92-2589151
CUSTOMIZED CARE FOR PATIENTS 65 AND OLDER LA 0 217,796 OCHSNER 65 PLUS HOLDINGS LLC
 
(16) OCHSNER ACCOUNTABLE CARE NETWORK
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
45-5446191
ACCOUNTABLE CARE ORGANIZATION LA 20,137,348 41,299,968 OCHSNER CLINIC FOUNDATION
 
(17) OCHSNER BAPTIST MEDICAL CENTER LLC
1514 JEFFERSON HWY
NEW ORLEANS,LA70121
20-5432631
INACTIVE HOLDING COMPANY LA 0 0 OCHSNER CLINIC FOUNDATION
 
(18) OCHSNER BAYOU LLC
4608 HIGHWAY 1
RACELAND,LA70394
20-4670876
OPERATION OF OCHSNER ST. ANNE GENERAL HOSPITAL LA 70,133,733 33,103,078 OCHSNER CLINIC FOUNDATION
 
(19) OCHSNER CENTER FOR MOLECULAR IMAGING LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
47-1743566
PRODUCE IMAGING AGENTS FOR CLINICAL AND RESEARCH APPLICATIONS LA 2,261,461 119,173 OCHSNER CLINIC FOUNDATION
 
(20) OCHSNER CLINIC LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
72-0276883
PHYSICIAN SERVICES LA 1,444,255,398 -246,135,243 OCHSNER CLINIC FOUNDATION
 
(21) OCHSNER HEALTH FOUNDATION LLC
1514 JEFFERSON HIGHWY
NEW ORLEANS,LA70121
45-2211764
PHILANTHROPIC SUPPORT LA 1,103 253,393 OCHSNER CLINIC FOUNDATION
 
(22) OCHSNER HEALTH NETWORK LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
47-2540787
OPERATES A NETWORK OF HEALTHCARE ORGANIZATIONS LA 26,654,536 26,428,818 OCHSNER CLINIC FOUNDATION
 
(23) OCHSNER HEARING SOLUTIONS LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
85-4327779
MEDICAL SERVICES LA 2,156,643 178,566 OCHSNER CLINIC FOUNDATION
 
(24) OCHSNER HOME MEDICAL EQUIPMENT LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
72-0502505
SALES OF DURABLE MEDICAL EQUIPMENT TO PATIENTS LA 25,640,880 10,675,187 OCHSNER CLINIC FOUNDATION
 
(25) OCHSNER MEDICAL CENTER - HANCOCK LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
82-2869576
PATIENT CARE MS 42,383,794 31,908,354 OCHSNER CLINIC FOUNDATION
 
(26) OCHSNER MEDICAL CENTER - NORTHSHORE LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
27-1770321
PATIENT CARE LA 62,538,359 65,524,748 OCHSNER CLINIC FOUNDATION
 
(27) OCHSNER MEDICAL CENTER WESTBANK LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
20-5432716
PATIENT CARE LA 0 0 OCHSNER CLINIC FOUNDATION
 
(28) OCHSNER MEDICAL CENTER - KENNER LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
20-5432782
OPERATION OF OCHSNER MEDICAL CENTER-KENNER LA 118,936,603 11,387,209 OCHSNER CLINIC FOUNDATION
 
(29) OCHSNER MISSISSIPPI LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
75-3009725
PATIENT CARE LA 18,726,606 8,874,607 OCHSNER CLINIC FOUNDATION
 
(30) OCHSNER MORGAN CITY LLC
1125 MARGUERITE STREET
MORGAN CITY,LA70380
84-2237042
OPERATION OF OCHSNER ST. MARY HOSPITAL LA 53,752,726 13,524,464 OCHSNER CLINIC FOUNDATION
 
(31) OCHSNER OUTPATIENT AND HOME INFUSION PHARMACY LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
83-2662144
PHARMACY LA 10,699,926 18,210,157 OCHSNER CLINIC FOUNDATION
 
(32) OCHSNER PHARMACY AND WELLNESS LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
46-5235153
SALE AND DISTRIBUTION OF HEALTH CARE PRODUCTS LA 386,186,161 66,015,758 OCHSNER CLINIC FOUNDATION
 
(33) OCHSNER PHYSICIAN PARTNERS LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
45-4962130
OPERATES A CLINICALLY INTEGRATED NETWORK OF PHYSICIANS AND HOSPITALS LA 0 0 OCHSNER CLINIC FOUNDATION
 
(34) OCHSNER SENIOR CARE NETWORK LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
84-3925498
ACCOUNTABLE CARE ORGANIZATION LA 0 0 OCHSNER CLINIC FOUNDATION
 
(35) OCHSNER URGENT CARE 1 LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
81-5088821
HOLDING COMPANY LA 0 0 OCHSNER CLINIC LLC
 
(36) OCHSNER URGENT CARE LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
72-0502505
HOLDING OF GULF COAST OUTPATIENT CENTERS LA 0 0 OCHSNER CLINIC FOUNDATION
 
(37) OCHSNER VENTURES GP LLC (BEG 052023)
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
93-1755948
INVESTMENT MANAGEMENT SERVICES DE 0 0 OCHSNER CLINIC FOUNDATION
 
(38) OCHSNER VENTURES LSCP FUND I LP (BEG 052023)
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
93-1773077
VENTURE CAPITAL INVESTMENTS DE 0 0 OCHSNER VENTURES GP LLC
 
(39) OCHSNER VENTURES LVCP FUND I LP (BEG 052023)
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
93-1790773
VENTURE CAPITAL INVESTMENTS DE 0 0 OCHSNER VENTURES GP LLC
 
(40) OHPI LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
85-3422491
HOLDING COMPANY OF HMO DE 32,158,102 20,750,657 OCHSNER CLINIC FOUNDATION
 
(41) OLH OPERATIONAL MANAGEMENT COMPANY LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
83-2034040
PERFORMS HOSPITAL MANAGEMENT SERVICES LA 84,425,531 12,137,848 OCHSNER CLINIC FOUNDATION
 
(42) OMC - KENNER HOLDINGS LLC
C/O OCHSNER COMMUNITY HOSPITALS 151
NEW ORLEANS,LA70121
20-5432782
25% JV IN LOUISIANA EXTENDED CARE HOSPITAL OF KENNER, LLC LA 0 0 OCHSNER MEDICAL CENTER - KENNER LLC
 
(43) SCULPTING CENTER OF NEW ORLEANS LLC
4500 CLEARVIEW PKWY
METAIRIE,LA70006
46-3469427
PATIENT CARE LA 929,117 212,858 OCHSNER CLINIC FOUNDATION
 
(44) SLIDELL ADMINISTRATIVE SERVICES COMPANY LLC (BEG 052023)
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
92-3656180
PERFORMS HOSPITAL MANAGEMENT SERVICES LA 81,174,467 58,635,370 OCHSNER CLINIC FOUNDATION
 
(45) SOUTHERN STRATEGIC SOURCING PARTNERS LLC
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
47-2552418
REDUCE SUPPLY COSTS FOR MEMBERS LA 4,755,549 2,601,657 OCHSNER CLINIC FOUNDATION
 
(46) ST CHARLES OPERATIONAL MANAGEMENT COMPANY
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
47-1714076
PERFORMS HOSPITAL MANAGEMENT SERVICES LA 17,688,373 13,533,757 OCHSNER CLINIC FOUNDATION
 
(47) ST BERNARD OPERATIONAL MANAGEMENT COMPANY
1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
82-2875545
PERFORMS HOSPITAL MANAGEMENT SERVICES LA 10,147,738 9,137,428 OCHSNER CLINIC FOUNDATION
 
(48) OCHSNER HEALTH PARTNERS HOSPITAL LLC
2941 LAKE VISTA DRIVE
LEWISVILLE,TX75067
36-4827436
LEASEHOLD DE 0 0 OCHSNER HEALTH PARTNERS LLC
 
(49) OCHSNER HEALTH PARTNERS LLC
2941 LAKE VISTA DRIVE
LEWISVILLE,TX75067
81-1116852
HEALTHCARE DE 0 0 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)ACADIA GENERAL HOSPITAL INC OCHSNER ACADIA GENERAL HOSPITAL
1305 CROWLEY RAYNE HWY

CROWLEY,LA70526
46-4958152
HOSPITAL LA 501(C)(3) LINE 3 LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL
 
Yes
 
(2)BRENT HOUSE CORPORATION
1512 JEFFERSON HIGHWAY

NEW ORLEANS,LA70121
72-0872457
RENTS HOTEL ROOMS TO PATIENTS/GUESTS OF OCHSNER FACILITIES. LA 501(C)(3) LINE 12A, I OCHSNER CLINIC FOUNDATION
 
Yes
 
(3)CAMP BON COEUR INC (END 082023)
300 RIDGE ROAD STE K

LAFAYETTE,LA70506
58-1710741
CAMP FOR PEDIATRIC CARDIOVASCULAR PATIENTS LA 501(C)(3) LINE 7 LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL
 
Yes
 
(4)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
 
(5)KAPLAN GENERAL HOSPITAL INC ABROM KAPLAN MEMORIAL HOSPITAL
1214 COOLIDGE BLVD

LAFAYETTE,LA70503
47-2540179
HOSPITAL LA 501(C)(3) LINE 3 LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL
 
Yes
 
(6)KEMPER CAH INC OCHSNER STENNIS HOSPITAL
1314 19TH AVENUE

MERIDIAN,MS39301
27-1757642
PROVIDING HEALTH CARE SERVICES MS 501(C)(3) LINE 3 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH
 
Yes
 
(7)LAFAYETTE GENERAL FOUNDATION INC OCHSNER LAFAYETTE GENERAL FOUNDATION
1214 COOLIDGE BLVD

LAFAYETTE,LA70503
37-1766778
FOUNDATION LA 501(C)(3) LINE 12A, I LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL
 
Yes
 
(8)LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL
920 WEST PINHOOK ROAD

LAFAYETTE,LA70503
38-3646817
HEALTHCARE SUPPORT LA 501(C)(3) LINE 12A, I OCHSNER CLINIC FOUNDATION
 
Yes
 
(9)LAFAYETTE GENERAL MEDICAL CENTER INC OCHSNER LAFAYETTE GENERAL MEDICAL C
1214 COOLIDGE BLVD

LAFAYETTE,LA70503
72-0535375
HOSPITAL LA 501(C)(3) LINE 3 LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL
 
Yes
 
(10)LAFAYETTE HEALTH VENTURES INC
1211 COOLIDGE STREET

LAFAYETTE,LA70503
72-1006966
PHYSICIAN PRACTICES DE 501(C)(3) LINE 12A, I LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL
 
Yes
 
(11)LAIRD HOSPITAL INC OCHSNER LAIRD HOSPITAL
25117 HIGHWAY 15

UNION,MS39365
20-1835779
PROVIDING HEALTH CARE SERVICES MS 501(C)(3) LINE 3 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH
 
Yes
 
(12)MEDICAL FOUNDATION INC
1314 19TH AVENUE

MERIDIAN,MS39301
64-0834532
PROVIDING HEALTH CARE SERVICES MS 501(C)(3) LINE 3 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH
 
Yes
 
(13)MERIDIAN SPEECH & HEARING CENTER INC
1314 19TH AVENUE

MERIDIAN,MS39301
64-0529831
PROVIDING AUDIOLOGY SERVICES AND DYSLEXIA TESTING AND TREATMENT MS 501(C)(3) LINE 10 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH
 
Yes
 
(14)NEWCA HEALTHCARE INC
1314 19TH AVENUE

MERIDIAN,MS39301
20-1254928
PROVIDING HEALTH CARE SERVICES MS 501(C)(3) LINE 3 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH
 
Yes
 
(15)OCF MEDICAL FACILITIES III INC (BEG 032023)
1514 JEFFERSON HIGHWAY

NEW ORLEANS,LA70121
92-2819789
REAL ESTATE TITLE HOLDING COMPANY DE 501(C)(2)   OCHSNER CLINIC FOUNDATION
 
Yes
 
(16)OCF MEDICAL FACILITIES II INC
1514 JEFFERSON HIGHWAY

NEW ORLEANS,LA70121
92-1190277
REAL ESTATE TITLE HOLDING COMPANY DE 501(C)(2)   OCHSNER CLINIC FOUNDATION
 
Yes
 
(17)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
 
(18)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
 
(19)PAEON HEALTH SERVICES INC
2801 VIA FORTUNA STE 500

AUSTIN,TX78746
82-1064427
PATIENT CARE-INDIGENT LA 501(C)(3) LINE 10 OCHSNER CLINIC FOUNDATION
 
Yes
 
(20)RUSH CARE INC OCHSNER SPECIALTY HOSPITAL
1314 19TH AVENUE

MERIDIAN,MS39301
64-0833381
PROVIDING HEALTH CARE SERVICES MS 501(C)(3) LINE 3 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH
 
Yes
 
(21)RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH
1314 19TH AVENUE

MERIDIAN,MS39301
64-0664988
PROVIDING SUPPORT TO HEALTH CARE AFFILIATES MS 501(C)(3) LINE 12C, III-FI OCHSNER CLINIC FOUNDATION
 
Yes
 
(22)RUSH HOME CARE INC OCHSNER WOMEN'S IMAGING
1314 19TH AVENUE

MERIDIAN,MS39301
64-0670314
PROVIDING HOME HEALTH CARE MS 501(C)(3) LINE 3 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH
 
Yes
 
(23)RUSH HOSPITAL - BUTLER INC OCHSNER CHOCTAW GENERAL
1314 19TH AVENUE

MERIDIAN,MS39301
64-0655993
PROVIDING HEALTH CARE SERVICES AL 501(C)(3) LINE 3 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH
 
Yes
 
(24)RUSH MEDICAL FOUNDATION OCHSNER RUSH MEDICAL CENTER
1314 19TH AVENUE

MERIDIAN,MS39301
64-0345119
PROVIDING HEALTH CARE SERVICES MS 501(C)(3) LINE 3 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH
 
Yes
 
(25)RUSH MEDICAL GROUP OF NEWTON PA A MISSISSIPPI PROFESSIONAL CORP
1314 19TH AVENUE

MERIDIAN,MS39301
64-0783323
PROVIDING HEALTH CARE SERVICES MS 501(C)(3) LINE 3 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH
 
Yes
 
(26)SCOTT REGIONAL MEDICAL CENTER INC DBA OCHSNER SCOTT REGIONAL
1314 19TH AVENUE

MERIDIAN,MS39301
26-0792328
PROVIDING HEALTH CARE SERVICES MS 501(C)(3) LINE 3 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH
 
Yes
 
(27)ST MARTIN HOSPITAL INC OCHSNER ST MARTIN HOSPITAL
210 CHAMPAGNE BLVD

BREAUX BRIDGE,LA70517
26-4626264
HOSPITAL LA 501(C)(3) LINE 3 LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL
 
Yes
 
(28)THE FOUNDATION FOR RUSH INC
1314 19TH AVENUE

MERIDIAN,MS39301
47-3716882
FOUNDATION/FUNDRAISING MS 501(C)(3) LINE 7 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH
 
Yes
 
(29)UNIVERSITY HOSPITAL AND CLINICS INC OCHSNER UNIVERSITY HOSPITAL & CLINIC
2390 WEST CONGRESS

LAFAYETTE,LA70506
46-2605366
HOSPITAL LA 501(C)(3) LINE 3 LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) IMPACT TALENT SOLUTIONS I LLC

1514 JEFFERSON HWY
NEW ORLEANS,LA70121
92-0541820
STAFFING SERVICES DE OCHSNER HOLDCO CORPORATION
 
RELATED -186,297 252,309   No     No 60.000 %
(2) MERIDIAN SURGERY CENTER LLC (END 082023)

2100 13TH ST
MERIDIAN,MS39301
30-0160065
AMBULATORY SURGERY CENTER MS RUSH MEDICAL FOUNDATION OCHSNER RUSH MEDICAL CENTER
 
RELATED -989,628     No     No 78.000 %
(3) MTS-LGH THERAPY SERVICES LLC MCLEOD-TRAHAN-SHEFFIELD PHYSICAL THERAPY SER

920 W PINHOOK RD
LAFAYETTE,LA70503
82-1448014
PHYSICAL THERAPY LA LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL
 
RELATED -474,994 1,052,615   No     No 50.000 %
(4) OCHSNER KIDNEY CARE LLC

3867 PLAZA TOWER DRIVE
BATON ROUGE,LA70816
86-1310404
RENAL DIALYSIS CENTERS LA OCHSNER CLINIC FOUNDATION
 
RELATED -1,598,875 -7,403,265   No     No 70.000 %
(5) OIL CENTER SURGICAL PLAZA LLC (END 122023)

1000 W PINHOOK RD STE 204
LAFAYETTE,LA70503
46-4090110
SURGERY CENTER LA LAFAYETTE GENERAL MEDICAL CENTER INC OCHSNER LAFAYETTE GENERAL MEDICAL C
 
RELATED -484,206     No     No 50.000 %




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) COMMUNITY MEDICAL GROUP-ST CHARLES INC

320 SOMERULOS STREET
BATON ROUGE,LA708026129
46-3447107
CLINICAL SERVICES LA SATYR CLINICAL SERVICES INC
 
C     100.000 % Yes  
(2) DEUTERON REALTY

1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
72-1079347
NOMINEE REAL ESTATE CORPORATION LA OCHSNER CLINIC FOUNDATION
 
C   1,000 100.000 % Yes  
(3) HYDRA CLINICAL SERVICES INC

2801 VIA FORTUNA STE 500
AUSTIN,TX78746
82-1664573
MEDICAL SERVICES-INDIGENT CARE LA OCHSNER CLINIC FOUNDATION
 
C 2,885,000 170,534 100.000 % Yes  
(4) LG INDEMNITY COMPANY LTD

23 LIME TREE BAY AVE GOV SQ BLDG
GRAND CAYMAN    
CJ
98-1481983
CAPTIVE INSURANCE CJ LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL
 
C     100.000 % Yes  
(5) MANAGED HEALTH CARE INC

1314 19TH AVENUE
MERIDIAN,MS39301
64-0862241
MANAGED HEALTHCARE MS RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH
 
C     100.000 % Yes  
(6) MILLENNIUM HEALTHCARE MANAGEMENT INC

3510 N CAUSEWAY BLVD STE 110
METAIRIE,LA70002
27-4327342
MEDICAL SERVICES LA OCHSNER URGENT CARE 1 LLC
 
C 17,477,945 3,014,940 100.000 % Yes  
(7) OCHSNER DIVERSIFIED BUSINESS CORPORATION

1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
86-3065790
MEDICAL SUPPLIES MANUFACTURING DE OCHSNER HOLDCO CORPORATION
 
C 3,870,302 1,840 100.000 % Yes  
(8) OCHSNER HEALTH PLAN INC

1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
35-2694728
INSURANCE-HEALTH MAINTENANCE ORGANIZATION LA OHPI LLC
 
C 32,209,883 19,483,154 100.000 % Yes  
(9) OCHSNER HOLDCO CORPORATION

1514 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121
86-2964646
HOLDING COMPANY DE OCHSNER CLINIC FOUNDATION
 
C   -94,924,752 100.000 % Yes  
(10) OCHSNER LWHA CORPORATION

1450 POYDRAS STREET STE 2250
NEW ORLEANS,LA70112
86-2966581
MEDICAL SERVICES-WOMENS DE OCHSNER HOLDCO CORPORATION
 
C 63,242,788 70,339,659 100.000 % Yes  
(11) PEAVEY INVESTMENT COMPANY INC

1220 16TH AVENUE
MERIDIAN,MS39301
64-0412267
PROPERTY RENTAL MS RUSH SERVICE COMPANY INC
 
C 55,564 1,088,814 100.000 % Yes  
(12) PHYSICIAN MANAGEMENT SERVICES INC

1314 19TH AVENUE
MERIDIAN,MS39301
71-0927411
HEALTHCARE MANAGEMENT MS PHYSICIAN SERVICES LLC
 
C     100.000 % Yes  
(13) RURAL HEALTHCARE MANAGEMENT INC

1314 19TH AVENUE
MERIDIAN,MS39301
81-1641843
HEALTHCARE MANAGEMENT MS RUSH SERVICE COMPANY INC
 
C     100.000 % Yes  
(14) RUSH SERVICE COMPANY INC

PO BOX 5188
MERIDIAN,MS39302
64-0670493
PROPERTY RENTAL MS RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH
 
C 1,873,935 6,417,422 100.000 % Yes  
(15) SATYR CLINICAL SERVICES INC

2801 VIA FORTUNA STE 500
AUSTIN,TX78746
46-4147298
MEDICAL SERVICES-INDIGENT CARE LA OCHSNER CLINIC FOUNDATION
 
C 14,745,551 27,627 100.000 % Yes  
(16) THE MEDICAL STORE INC

1314 19TH AVENUE
MERIDIAN,MS39301
64-0756777
DURABLE MEDICAL EQUIPMENT SALES MS RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH
 
C 3,578,924 2,797,004 100.000 % Yes  
(17) THE MERIDIAN ANESTHESIOLOGY GROUP INC

1314 19TH AVENUE
MERIDIAN,MS39301
64-0675511
ANESTHESIOLOGY SERVICES MS MEDICAL FOUNDATION INC
 
C 4,490,639 4,099,399 100.000 % Yes  
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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
Yes
 
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
 
No
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
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
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) OCHSNER HEALTH PLAN INC

A 126,003 INTERCOMPANY BILLINGS - MKT VALUE
(3) OCHSNER KIDNEY CARE LLC

A 1,950,924 INTERCOMPANY BILLINGS - MKT VALUE
(4) OCHSNER LWHA CORPORATION

A 156,517 INTERCOMPANY BILLINGS - MKT VALUE
(5) HYDRA CLINICAL SERVICES INC

B 2,885,000 CASH TRANSFERRED
(6) PAEON HEALTH SERVICES INC

B 7,975,000 CASH TRANSFERRED
(7) SATYR CLINICAL SERVICES INC

B 8,900,000 CASH TRANSFERRED
(8) OCHSNER HOLDCO CORPORATION

D 6,850,000 INTERCOMPANY BILLINGS - MKT VALUE
(9) OCHSNER KIDNEY CARE LLC

D 8,525,339 INTERCOMPANY BILLINGS - MKT VALUE
(10) BRENT HOUSE CORPORATION

K 4,405,175 INTERCOMPANY BILLINGS - MKT VALUE
(11) EBR MEDICAL FACILITIES INC

K 6,389,401 MARKET VALUE
(12) MILLENNIUM HEALTHCARE MANAGEMENT INC

K 56,232 INTERCOMPANY BILLINGS - MKT VALUE
(13) OCF MEDICAL FACILITIES INC

K 6,205,815 MARKET VALUE
(14) OCF MEDICAL FACILITIES INC II

K 15,202,259 MARKET VALUE
(15) OCF MEDICAL FACILITIES INC III

K 2,266,746 MARKET VALUE
(16) OMCNS MEDICAL FACILITIES INC

K 609,500 MARKET VALUE
(17) ACADIA GENERAL HOSPITAL INC OCHSNER ACADIA GENERAL HOSPITAL

L 1,770,868 INTERCOMPANY BILLINGS - MKT VALUE
(18) BRENT HOUSE CORPORATION

L 417,825 INTERCOMPANY BILLINGS - MKT VALUE
(19) KAPLAN GENERAL HOSPITAL INC ABROM KAPLAN MEMORIAL HOSPITAL

L 723,845 INTERCOMPANY BILLINGS - MKT VALUE
(20) KEMPER CAH INC OCHSNER STENNIS HOSPITAL

L 911,086 INTERCOMPANY BILLINGS - MKT VALUE
(21) LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL

L 6,004,870 INTERCOMPANY BILLINGS - MKT VALUE
(22) LAFAYETTE GENERAL MEDICAL CENTER INC OCHSNER LAFAYETTE GENERAL MEDICAL

L 24,722,014 INTERCOMPANY BILLINGS - MKT VALUE
(23) LAIRD HOSPITAL INC OCHSNER LAIRD HOSPITAL

L 1,600,794 INTERCOMPANY BILLINGS - MKT VALUE
(24) MEDICAL FOUNDATION INC

L 2,008,485 INTERCOMPANY BILLINGS - MKT VALUE
(25) OCHSNER HEALTH PLAN INC

L 27,334,387 INTERCOMPANY BILLINGS - MKT VALUE
(26) OCHSNER HOLDCO CORPORATION

L 7,263,204 INTERCOMPANY BILLINGS - MKT VALUE
(27) OCHSNER KIDNEY CARE LLC

L 276,083 INTERCOMPANY BILLINGS - MKT VALUE
(28) PAEON HEALTH SERVICES INC

L 196,693 INTERCOMPANY BILLINGS - MKT VALUE
(29) RUSH CARE INC OCHSNER SPECIALTY HOSPITAL

L 363,378 INTERCOMPANY BILLINGS - MKT VALUE
(30) RUSH HOSPITAL - BUTLER INC OCHSNER CHOCTAW GENERAL

L 922,446 INTERCOMPANY BILLINGS - MKT VALUE
(31) RUSH MEDICAL FOUNDATION OCHSNER RUSH MEDICAL CENTER

L 9,051,468 INTERCOMPANY BILLINGS - MKT VALUE
(32) RUSH SERVICE COMPANY INC

L 93,440 INTERCOMPANY BILLINGS - MKT VALUE
(33) SCOTT REGIONAL MEDICAL CENTER INC DBA OCHSNER SCOTT REGIONAL

L 723,672 INTERCOMPANY BILLINGS - MKT VALUE
(34) ST MARTIN HOSPITAL INC OCHSNER ST MARTIN HOSPITAL

L 1,433,625 INTERCOMPANY BILLINGS - MKT VALUE
(35) THE MEDICAL STORE INC

L 207,503 INTERCOMPANY BILLINGS - MKT VALUE
(36) THE MERIDIAN ANESTHESIOLOGY GROUP INC

L 160,942 INTERCOMPANY BILLINGS - MKT VALUE
(37) UNIVERSITY HOSPITAL AND CLINICS INC OCHSNER UNIVERSITY HOSPITAL & CLINI

L 5,805,245 INTERCOMPANY BILLINGS - MKT VALUE
(38) MILLENNIUM HEALTHCARE MANAGEMENT INC

M 17,460,095 INTERCOMPANY BILLINGS - MKT VALUE
(39) OCHSNER HEALTH PLAN INC

M 20,945,875 INTERCOMPANY BILLINGS - MKT VALUE
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 2023
Schedule R (Form 990) 2023
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
PART II - RELATED TAX-EXEMPT ORGANIZATIONS: LAFAYETTE GENERAL FOUNDATION, INC. % OCHSNER LAFAYETTE GENERAL FOUNDATION: EIN: 37-1766778 LAFAYETTE GENERAL HEALTH SYSTEM, INC. % OCHSNER LAFAYETTE GENERAL: EIN: 38-3646817 LAFAYETTE GENERAL MEDICAL CENTER, INC. % OCHSNER LAFAYETTE GENERAL MEDICAL CENTER: EIN: 72-0535375 RUSH MEDICAL GROUP OF NEWTON, P.A., A MISSISSIPPI PROFESSIONAL CORP: EIN: 64-0783323 SCOTT REGIONAL MEDICAL CENTER, INC. % DBA OCHSNER SCOTT REGIONAL: EIN: 26-0792328 UNIVERSITY HOSPITAL AND CLINICS, INC. % OCHSNER UNIVERSITY HOSPITAL & CLINICS: EIN: 46-2605366
PART II - RELATED TAX-EXEMPT ORGANIZATIONS: IN AUGUST 2023, LAFAYETTE GENERAL HEALTH SYSTEM, INC. DBA OCHSNER LAFAYETTE GENERAL FULLY ACQUIRED CAMP BON COEUR, INC. AND THE CORPORATION WAS DISSOLVED.
PART III - RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP: IN AUGUST 2023, RUSH MEDICAL FOUNDATION DBA OCHSNER RUSH MEDICAL CENTER FULLY ACQUIRED MERIDIAN SURGERY CENTER, LLC. IN DECEMBER 2023, LAFAYETTE GENERAL MEDICAL CENTER, INC. DBA OCHSNER LAFAYETTE GENERAL MEDICAL CENTER FULLY ACQUIRED OIL CENTER SURGICAL PLAZA, LLC. BOTH PARTNERSHIPS ARE NOW DISREGARDED ENTITIES.
Schedule R (Form 990) 2023

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