2023-10-23T14:34:00-05:00 2023-06-30 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD 600 METAIRIE LA 700054958 990 2022-07-01 721003934 METHODIST HEALTH SYSTEM FOUNDATION INC METH 9857269333 360 OAK HARBOR BLVD SLIDELL LA 70458 WINIFRED M BERON PRESIDENT 9857269333 2023-10-17 1 WINIFRED BERON 999009999 0 JOHN S WILES CPA P01222673 5048355522 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WINIFRED M BERON 360 OAK HARBOR BLVD SLIDELL LA 70458 34071351 0 X WWW.MHSFI.ORG X 1984 LA THE FOUNDATION IS DEDICATED TO THE SUPPORT, DEVELOPMENT, AND MANAGEMENT OF [CONT'D ON SCH. O] HEALTH-RELATED PROGRAMS AND SERVICES FOR THE BENEFIT OF THE CITIZENS OF EAST NEW ORLEANS AND BEYOND. 13 10 23 10 0 0 508160 527332 346847 297242 5017870 1496213 2920 9062 5875797 2329849 1228680 1570771 0 0 2415863 2867181 0 0 6160 1121775 921130 4766318 5359082 1109479 -3029233 70298076 70912948 819859 996848 69478217 69916100 X TO FOCUS ON THE SUPPORT, DEVELOPMENT, AND MANAGEMENT OF HEALTH-RELATED PROGRAMS AND SERVICES FOR THE NEW ORLEANS METRO AREA. 0 0 2088274 257890 SCHOOL-BASED HEALTH CENTERS PROVIDE MEDICAL AND MENTAL HEALTH RESOURCES AND SERVICES NECESSARY TO PROMOTE AND IMPROVE STUDENTS' HEALTH AND ACADEMIC CAPABILITIES. 116733 46414 MANAGEMENT SERVICES SUPPORT PHYSICIANS IN THE GREATER NEW ORLEANS AREA AND BEYOND. SERVICES OFFERED HELP REDUCE LABOR-INTENSIVE PROJECTS PERFORMED BY OFFICE MANAGERS AND STAFF AND ALLOW FOR MEDICAL PRACTICES TO FOCUS ON PROVIDING QUALITY HEALTHCARE. 2381042 1570771 OTHER SERVICES PERFORMED AND EXPENSES INCURRED IN CONNECTION WITH THE PROMOTION OF HEALTH OF PERSONS WITHIN THE FOUNDATION'S SERVICE AREA. OTHER SERVICES PERFORMED AND EXPENSES INCURRED IN CONNECTION WITH THE PROMOTION OF HEALTH OF PERSONS WITHIN THE FOUNDATION'S SERVICE AREA. 4586049 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 6 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X PAUL PAGE 9857269333 360 OAK HARBOR BLVD SLIDELL LA 70458 WENDY M BERON PRESIDENT 40.00 X X 481058 0 31645 PATRICK E MOTTRAM CHAIRMAN 2.00 X X 40800 0 0 FREDERICK C YOUNG SECRETARY 5.00 X X 15273 0 0 DONALD E PATE VICE-CHAIRMAN 8.00 X X 0 0 0 PATRICK M GIBBS PAST CHAIRMAN 2.00 X X 0 0 0 PAULA R SINGLETON AT LARGE 2.00 X X 0 0 0 NATALIE B COHEN TREASURER 2.00 X X 0 0 0 JANINE S PARKER BOARD MEMBER 2.00 X 0 0 0 KEITH L WINFREY BOARD MEMBER 2.00 X 0 0 0 RANDI G JONES BOARD MEMBER 2.00 X 0 0 0 LARRY D WINK BOARD MEMBER 2.00 X 0 0 0 E HOWELL CROSBY BOARD MEMBER 2.00 X 0 0 0 MARK C ROMING BOARD MEMBER 2.00 X 0 0 0 PAUL PAGE VP - FINANCE 40.00 X 218949 0 35348 ANN CLAYTON CHAMBERLAIN VP - PROGRAM MANAGEMENT 40.00 X 162149 0 11583 GLENDA LONDON NURSE PRACTIONER 40.00 X 123636 0 20952 HEATHER SURCOUF DIRECTOR OF HEALTH CENTERS 40.00 X 147315 0 32595 AUDRA DEGAN NURSE PRACTIONER 40.00 X 117369 0 29013 1306549 0 161136 6 0 1 0 0 338881 188451 527332 SCHOOL BASED HEALTH CARE 611600 250828 250828 PHYSICIAN BILLING SERVICE FEES 621500 46414 46414 297242 1509530 1509530 2000 0 2000 2000 2000 31728185 31741502 -13317 -13317 -13317 DRUG SCREENS 611600 6950 6950 OTHER REVENUE 900099 112 112 7062 2329849 306304 0 1496213 1570771 1570771 970164 813001 152340 4823 1364361 990120 374241 133538 120893 12472 173 253405 237862 15296 247 145713 113298 32112 303 1845 1845 49754 44779 4975 158215 135017 22981 217 8789 4923 3866 103566 76996 26504 66 115322 111761 3561 22366 20232 2134 93807 73378 20238 191 186448 167803 18645 REPAIRS AND MAINTENANCE 69130 54185 14805 140 EDUCATION 63043 2185 60858 MEDICAL SUPPLIES 48845 48845 0 0 5359082 4586049 766873 6160 616386 616368 267136 234481 58227 63440 4788758 1285332 3574608 3503426 65078229 66118173 703490 377060 70298076 70912948 70044 68585 376000 481308 25000 373815 421955 819859 996848 X 69256612 69694808 221605 221292 69478217 69916100 70298076 70912948 X -3029233 3646889 -156449 -23324 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2002390 2002390 2346190 889828 1456362 31451 25546 5905 408727 369958 38769 3503426 ACCRUED PAYROLL AND RELATED LIABILITIES 421955 421955 X 5796966 3646889 -23323 3623566 2173400 156449 156449 2329849 5359083 0 5359083 0 5359083 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ENTITY IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES, IF ANY, WOULD BE INCLUDED IN INCOME TAX EXPENSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF LIFE INSURANCE POLICIES 1,916. LOSS ON IMPAIRMENT OF LAND -14,100. ROUNDING 1. ERTC FEES NETTED WITH REVENUE FOR AUDIT -11,140. 1 HEALTH & EDUCATION ALLIANCE OF LOUSISIANA 1700 JOSEPHINE STREET STE 200 NEW ORLEANS LA 70113 331159042 501(C)(3) 173280 0 TO ASSIST WITH THE ORGANIZATION'S COORDINATED CARE FOR THE WHOLE CHILD PROGRAM. YOUTH EMPOWERMENT PROJECT 1600 ORETHA CASTLE HALEY BLVD NEW ORLEANS LA 70113 421633060 501(C)(3) 50000 0 TO ASSIST WITH THE ORGANIZATION'S CAMP MARIPOSA. COMMUNITIES IN SCHOOLS OF GREATER NEW ORLEANS PO BOX 792800 NEW ORLEANS LA 701792800 721317054 501(C)(3) 60000 0 TO ASSIST THE ORGANIZATION WITH SUPPORTING AT-RISK STUDENTS WITH CASE MANAGEMENT SERVICES. SON OF A SAINT PO BOX 19205 NEW ORLEANS LA 70112 465554558 501(C)(3) 79299 0 TO ASSIST MENTAL HEALTH SPECIALISTS PROVIDE COUNSELING SERVICES FOR MOTHERS AND FAMILIES. OZANAM INN 2239 POYDRAS STREET NEW ORLEANS LA 70119 720854403 501(C)(3) 100000 0 FOR GENERAL OPERATING SUPPORT UNIVERSITY OF NEW ORLEANS FOUNDATION 2021 LAKESHORE DR STE 420 NEW ORLEANS LA 70122 721051326 501(C)(3) 56000 0 FOR GENERAL OPERATING SUPPORT LUKE'S HOUSE 2023 SIMON BOLIVAR AVE NEW ORLEANS LA 70113 260332262 501(C)(3) 60000 0 FOR GENERAL OPERATING SUPPORT BASTION COMMUNITY OF RESILENCE 1901 MIRABEAU AVENUE NEW ORLEANS LA 70118 274383654 501(C)(3) 60000 0 FOR GENERAL OPERATING SUPPORT BAYOU DISTRICT FOUNDATION 320 JULIA STREET NEW ORLEANS LA 70130 260833850 501(C)(3) 50000 0 FOR GENERAL OPERATING SUPPORT NEW ORLEANS MISSION 1134 BARONNE STREET NEW ORLEANS LA 70113 721151696 501(C)(3) 100000 0 FOR GENERAL OPERATING SUPPORT THE 18TH WARD 3329 BELL STREET NEW ORLEANS LA 70119 842353703 501(C)(3) 100000 0 FOR GENERAL OPERATING SUPPORT CHILDREN'S HOSPITAL OF NEW ORLEANS 200 HENRY CLAY AVENUE NEW ORLEANS LA 70118 720467503 501(C)(3) 170000 0 FOR GENERAL OPERATING SUPPORT SPLIT SECOND FOUNDATION INC PO BOX 8620 NEW ORLEANS LA 70182 825240639 501(C)(3) 50000 0 FOR GENERAL OPERATING SUPPORT UNITED WAY OF SOUTHEAST LOUISIANA 2515 CANAL STREET NEW ORLEANS LA 70119 720471369 501(C)(3) 100000 0 FOR GENERAL OPERATING SUPPORT DILLARD UNIVERSITY 2601 GENTILLY BLVD NEW ORLEANS LA 70122 720408929 501(C)(3) 30000 0 FOR GENERAL OPERATING SUPPORT VIA LINK INC 5001 HIGHWAY 190 COVINGTON LA 70433 720706669 501(C)(3) 67308 0 FOR GENERAL OPERATING SUPPORT MARILLAC COMMUNITY HEALTH CENTERS 3201 S CARROLLTON AVE NEW ORLEANS LA 70118 273046997 501(C)(3) 135000 0 FOR GENERAL OPERATING SUPPORT 17 PART I, LINE 2: FOLLOW-UP REPORTS BY THE RECEIPIENT ARE REQUIRED ON ALL GRANTS ISSUED. X 1 1 X X X 0 0 0 0 0 0 0 0 0 WENDY M BERON PRESIDENT 462472 0 0 0 18586 0 18300 0 13345 0 512703 0 0 0 PAUL PAGE VP - FINANCE 218949 0 0 0 0 0 17516 0 17832 0 254297 0 0 0 ANN CLAYTON CHAMBERLAIN VP - PROGRAM MANAGEMENT 162149 0 0 0 0 0 9729 0 1854 0 173732 0 0 0 HEATHER SURCOUF DIRECTOR OF HEALTH CENTERS 146651 0 664 0 0 0 10312 0 22283 0 179910 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE ORGANIZATION'S FORM 990 WAS PRESENTED AT A QUARTERLY BOARD OF DIRECTOR'S MEETING. DURING THE MEETING, THE TAX RETURN WAS REVIEWED AND DISCUSSED FOR ACCURACY AND COMPLETENESS AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES BOARD MEMBERS TO COMPLETE ANNUAL QUESTIONNAIRES REGARDING POTENTIAL CONFLICTS OF INTEREST. ADDITIONALLY, A REVIEW IS CONDUCTED BEFORE ISSUING PAYMENT TO NEW VENDORS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION RELIES ON COMPARABLE DATA FROM OUTSIDE FIRM SALARY SURVEYS TO DETERMINE THE AMOUNT OF COMPENSATION, AND DOCUMENTATION IS MAINTAINED REGARDING THE DETEMINATION OF THESE AMOUNTS. THE FINAL DECISION REGARDING THE AMOUNT OF COMPENSATION IS SUBJECT TO THE APPROVAL BY INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF LIFE INSURANCE POLICIES 1,916. LOSS ON IPAIRMENT OF LAND -14,100. ERTC ACCOUNTING FEES NETTED WITH REVENUE -11,140. PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART IV, LINE 20: METHODIST HEALTH SYSTEM FOUNDATION, INC. IS DEFINED AS A HOSPITAL FOR SCHEDULE A (FORM 990) BY SECTION 170(B)(1)(A)(III), HOWEVER IS NOT A HOSPITAL FOR THE PURPOSES OF SCHEDULE H. FOR PURPOSES OF SCHEDULE H (FORM 990), A HOSPITAL IS A FACILITY THAT IS, OR IS REQUIRED TO BE, LICENSED, REGISTERED, OR SIMILARLY RECOGNIZED BY A STATE AS A HOSPITAL. THE ORGANIZATION IS NOT A HOSPITAL FOR THE PURPOSES OF SCHEDULE H. PENDLETON MEMORIAL METHODIST HOSPITAL 360 OAK HARBOR BLVD SLIDELL LA 70458 720563965 HEALTH SERVICES LA 501(C)(3) 509(A)(2) METHODIST HEALTH SYSTEM FOUNDATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0