2024-11-22T14:05:16-06:00 2024-06-30 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD 600 METAIRIE LA 700054958 990 2023-07-01 721003934 METHODIST HEALTH SYSTEM FOUNDATION INC METH 9857269333 360 OAK HARBOR BLVD SLIDELL LA 70458 PAUL PAGE VICE PRESIDENT, FINANCE 9857269333 2024-11-22 1 1 JOHN S WILES CPA P01222673 5048355522 2023 2024-10-15 13:58:12Z WINIFRED M BERON 360 OAK HARBOR BLVD SLIDELL LA 70458 101169982 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. 14 11 25 10 0 0 527332 508963 297242 315783 1496213 3527455 9062 25450 2329849 4377651 1570771 1530270 0 0 2867181 2910137 0 0 6120 921130 906363 5359082 5346770 -3029233 -969119 70912948 73796582 996848 751259 69916100 73045323 X TO FOCUS ON THE SUPPORT, DEVELOPMENT, AND MANAGEMENT OF HEALTH-RELATED PROGRAMS AND SERVICES FOR THE NEW ORLEANS METRO AREA. 0 0 2173399 299660 SCHOOL-BASED HEALTH CENTERS PROVIDE MEDICAL AND MENTAL HEALTH RESOURCES AND SERVICES NECESSARY TO PROMOTE AND IMPROVE STUDENTS' HEALTH AND ACADEMIC CAPABILITIES. 117088 39573 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. 2368108 1530270 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. 4658595 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 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 10 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 11 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 520264 0 33145 PATRICK E MOTTRAM CHAIRMAN 2.00 X X 40800 0 0 FREDERICK C YOUNG SECRETARY 5.00 X X 15881 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 ROMIG BOARD MEMBER 2.00 X 0 0 0 JENNIFER A QUEZERGUE BOARD MEMBER 2.00 X 0 0 0 PAUL PAGE VP - FINANCE 40.00 X 219124 0 35873 ANN CLAYTON CHAMBERLAIN VP - PROGRAM MANAGEMENT 40.00 X 168791 0 12059 GLENDA LONDON NURSE PRACTIONER 40.00 X 134034 0 20148 HEATHER SURCOUF DIRECTOR OF HEALTH CENTERS 40.00 X 143734 0 32579 AUDRA DEGAN NURSE PRACTIONER 40.00 X 116598 0 29533 KEVIN P RUPERT CONTROLLER 40.00 X 101975 0 28295 1461201 0 191632 7 0 1 0 0 160000 283470 65493 508963 SCHOOL BASED HEALTH CARE 611600 276210 276210 PHYSICIAN BILLING SERVICE FEES 621500 39573 39573 315783 1904369 1904369 2000 0 2000 2000 2000 98406437 8980 96779061 13270 1627376 -4290 1623086 1623086 DRUG SCREENS 611600 22294 22294 OTHER REVENUE 900099 1156 1156 23450 4377651 341233 0 3527455 1530270 1530270 998351 824030 169401 4920 1376139 1085271 290868 141096 128305 12554 237 245297 237482 7594 221 149254 120858 28085 311 3060 3060 42231 38008 4223 70892 67743 3114 35 6721 4261 2460 116006 82827 33111 68 66828 60145 6683 44783 42307 2476 25558 23251 2307 95340 79150 16012 178 214561 197397 17164 MEDICAL SUPPLIES 75068 75068 EDUCATION 73270 3854 69416 REPAIRS AND MAINTENANCE 72045 58368 13527 150 5346770 4658595 682055 6120 616368 388639 234481 83636 63440 55623 4630226 1358056 3503426 3272170 60422070 65885139 5696103 3719082 377060 392293 70912948 73796582 68585 45005 481308 240000 25000 25000 421955 441254 996848 751259 X 69694808 72959812 221292 85511 69916100 73045323 70912948 73796582 X -969119 4443356 -185247 -159767 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1814390 1814390 2362018 955817 1406201 23448 20168 3280 430370 382071 48299 3272170 ALTERNATIVE INVESTMENTS 3719082 F 3719082 ACCRUED PAYROLL AND RELATED LIABILITIES 441254 441254 X 8475993 4443356 -159767 4283589 4192404 185247 185247 4377651 5346770 0 5346770 0 5346770 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 15,233. LOSS ON IMPAIRMENT OF LAND -175,000. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 3719082 0 0 0 0 0 0 3719082 0 3719082 0 0 0 1 0 0 1 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 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. COVENANT HOUSE NEW ORLEANS 611 NORTH RAMPART STREET NEW ORLEANS LA 70112 581669937 501(C)(3) 40000 0 TO ASSIST THE ORGANIZATION'S RIGHTS OF PASSAGE PROGRAM: A UNIVERSITY FOR STREET KIDS PROGRAM CRESCENTCARE 1631 ELYSIAN FIELDS AVE NEW ORLEANS LA 70117 821082057 501(C)(3) 50000 0 FOR GENERAL OPERATING SUPPORT DILLARD UNIVERSITY 2601 GENTILLY BLVD NEW ORLEANS LA 70122 720408929 501(C)(3) 60000 0 FOR GENERAL OPERATING SUPPORT EDEN CENTERS PO BOX 750386 NEW ORLEANS LA 70175 453303791 501(C)(3) 65000 0 FOR GENERAL OPERATING SUPPORT GOOD SHEPHERD NATIVITY MISSION SCHOOL INC 1839 AGRICULTURE STREET NEW ORLEANS LA 70119 721489054 501(C)(3) 50293 0 TO ASSIST FAMILY-CENTERED INTERVENTIONS FOR MORE EQUITABLE OUTCOMES HOTEL HOPE 3923 MARTIN LUTHER KING JR BLVD NEW ORLEANS LA 70125 272083749 501(C)(3) 47500 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 NEW ORLEANS MISSION 1134 BARONNE STREET NEW ORLEANS LA 70113 721151696 501(C)(3) 100000 0 FOR GENERAL OPERATING SUPPORT SECOND HARVEST FOOD BANK GREATER NEW ORLEANS AND ACADIANA 700 EDWARDS AVENUE NEW ORLEANS LA 70123 720956468 501(C)(3) 200000 0 TO ASSIST THE ORGANIZATION WITH THEIR THERAPEUTIC FOOD PANTRY. SON OF A SAINT PO BOX 19205 NEW ORLEANS LA 70112 465554558 501(C)(3) 81528 0 TO ASSIST MENTAL HEALTH SPECIALISTS PROVIDE COUNSELING SERVICES FOR MOTHERS AND FAMILIES. SPLIT SECOND FOUNDATION INC PO BOX 8620 NEW ORLEANS LA 70182 825240639 501(C)(3) 50000 0 FOR GENERAL OPERATING SUPPORT ST THOMAS COMMUNITY HEALTH CENTER INC 1020 ST ANDREW STREET NEW ORLEANS LA 70130 141958494 501(C)(3) 99000 0 FOR GENERAL OPERATING SUPPORT START CORPORATION PO BOX 165 HOUMA LA 70361 581687098 501(C)(3) 89831 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 TRAVELERS AID SOCIETY OF GREATER NEW ORLEANS 1530 GRAVIER STREET NEW ORLEANS LA 70112 720408990 501(C)(3) 75000 0 FOR GENERAL OPERATING SUPPORT VOLUNTEERS OF AMERICA SOUTHEAST LOUISIANA INC 4152 CANAL STREET NEW ORLEANS LA 70119 721486697 501(C)(3) 80000 0 FOR GENERAL OPERATING SUPPORT DOCTORS WITHOUT BORDERS USA INC 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 133433452 501(C)(3) 20000 0 FOR GENERAL OPERATING SUPPORT 20 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 481596 0 27826 0 10842 0 19800 0 13345 0 553409 0 0 0 PAUL PAGE VP - FINANCE 219124 0 0 0 0 0 17879 0 17994 0 254997 0 0 0 ANN CLAYTON CHAMBERLAIN VP - PROGRAM MANAGEMENT 168791 0 0 0 0 0 10128 0 1931 0 180850 0 0 0 GLENDA LONDON NURSE PRACTIONER 132549 0 1485 0 0 0 9346 0 10802 0 154182 0 0 0 HEATHER SURCOUF DIRECTOR OF HEALTH CENTERS 142249 0 1485 0 0 0 10445 0 22134 0 176313 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 15,233. LOSS ON IMPAIRMENT OF LAND -175,000. 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PENDLETON MEMORIAL METHODIST HOSPITAL C 160000 CASH