2024-11-04T14:17:02-06:00 2023-06-30 923320348 EAG GULF COAST LLC 8550 UNITED PLAZA BLVD SUITE 1001 BATON ROUGE LA 70809 990 2022-07-01 202046461 MARY BIRD PERKINS CANCER CENTER FOUNDATION MARY 2252151135 4950 ESSEN LANE BATON ROUGE LA 70809 DANA NEUCERE ASSISTANT SECRETARY 2252151223 2024-10-22 1 1 BRANDON LAGARDE P01428217 2259224600 2024-10-07 2022 2024-10-15 13:58:12Z DR JONAS FONTENOT 4950 ESSEN LANE BATON ROUGE LA 70809 6867912 0 X WWW.MARYBIRDFOUNDATION.ORG X FOUNDATION 2005 LA TO BUILD A LONG-TERM ENDOWMENT TO SUPPORT THE FIGHT AGAINST CANCER. 13 12 0 0 0 0 2985684 5940385 0 0 258526 333184 189000 594343 3433210 6867912 640728 715820 0 0 0 7735 0 0 119972 77624 113102 718352 836657 2714858 6031255 21572342 29149857 234744 107205 21337598 29042652 X TO BUILD A LONG-TERM SUSTAINABLE ENDOWMENT FUND AND PROVIDE FOR THE STEWARDSHIP OF SUCH FUNDS IN ORDER TO HELP FIGHT CANCER IN THE COMMUNITIES SERVED BY THE CENTER. THE FOUNDATION MAY ALSO PROVIDE SUPPORT TO OTHER NON-PROFIT ORGANIZATIONS LOCATED IN THE GEOGRAPHIC AREAS SERVED BY THE CENTER, WHICH HAVE DEMONSTRATED THE ABILITY TO CONDUCT CANCER-RELATED PROGRAMS OR SERVICES THAT REDUCE CANCER INCIDENCE AND MORTALITY, OR IMPROVE THE QUALITY OF LIFE FOR THOSE AFFECTED BY CANCER. 0 0 715820 715820 FOUNDATION BOARD-APPROVED GRANT FUNDING TO BENEFIT THE MISSION AND PATIENT CARE ACTIVITIES OF THE CENTER IN THE AREAS IT SERVES. 715820 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 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 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 LA X DANA NEUCERE 2252151309 4950 ESSEN LANE BATON ROUGE LA 70809 BEAU OLINDE MEMBER 1.00 X 0 0 0 BRETT FURR MEMBER 1.00 X 0 0 0 DAVID T PERRY SECRETARY / TREASURER 1.00 X X 0 0 0 JEANNE JAMES MEMBER 1.00 X 0 0 0 JERRY JOLLY THRU 072022 MEMBER 1.00 X 0 0 0 JONATHAN BRUSER MEMBER 1.00 X 0 0 0 KATIE GRAVES MEMBER 1.00 X 0 0 0 NATHANIEL TANNEHILL CHAIR 1.00 X X 0 0 0 REBECCA NELSON MEMBER 1.00 X 0 0 0 ROLFE MILLER VICE CHAIR 1.00 X X 0 0 0 ROSE HUDSON MEMBER 1.00 X 0 0 0 SHEILA STERLING MEMBER 1.00 X 0 0 0 STEVEN MOORE THRU 072022 MEMBER 1.00 X 0 0 0 SUSAN BLANCHARD MEMBER 1.00 X 0 0 0 TEE BROWN THRU 072022 MEMBER 1.00 X 0 0 0 DANA NEUCERE CFO 1.00 40.00 X 0 336893 69889 JONAS FONTENOT PRESIDENT/CEO 1.00 40.00 X 0 531984 89770 TODD STEVENS VP, CHIEF STRATEGIC AND BUSINESS DEVELOPMENT OFFIC 1.00 40.00 X 0 877503 95501 DANIELLE MACK VP CHIEF DEVELOPMENT OFFICER 10.00 30.00 X 0 202271 8521 ELEANOR CARTER STONE SENIOR DIRECTOR OF DEVELOPMENT, MAJOR GIFTS 35.00 5.00 X 0 129909 24196 0 2078560 287877 0 0 1 0 0 5280170 660215 5940385 333184 333184 GULF SOUTH ONCOLOGY 900099 594343 594343 594343 6867912 594343 0 333184 715820 715820 7735 7735 6113 6113 21785 21785 62 62 DUES AND SUBSCRIPTIONS 47120 0 0 47120 PLANNED GIVING 34452 0 0 34452 FUNDRAISING EXPENSE 2314 0 0 2314 BANKING FEES 865 0 865 0 391 391 836657 715820 865 119972 441419 31402 1105000 1071684 1705161 1683789 370370 74074 17761392 25505565 189000 783343 21572342 29149857 37077 29573 197667 77632 234744 107205 X 7214294 13018027 14123304 16024625 21337598 29042652 21572342 29149857 6031255 1673799 0 X X 0 1 X 1 0 X X 1 MARY BIRD PERKINS CANCER CENTER 237010520 3 1 715820 0 1 715820 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION A, LINE 1: THE SUPPORTING ORGANIZATION'S BYLAWS STATE THE PURPOSE OF THE FOUNDATION IS TO PROVIDE FINANCIAL SUPPORT TO NON-PROFIT ENTITIES LOCATED IN THE GEOGRAPHIC AREAS SERVED BY MARY BIRD PERKINS CANCER CENTER THAT ARE ESTABLISHED, AND HAVE DEMONSTRATED THE ABILITY, TO CONDUCT SIGNIFICANT PROGRAMS OR SERVICES WHICH ARE INTENDED TO REDUCE CANCER INCIDENCE, REDUCE MORTALITY RELATED TO CANCER, OR TO IMPROVE THE QUALITY OF LIFE FOR THOSE AFFECTED BY CANCER. INCLUDED IN THIS PURPOSE IS ALSO THE TREATMENT OF CANCER AND CANCER-RELATED ILLNESSES, AND PROVIDING RESOURCES TO ACCOMPLISH THIS PURPOSE, PROVIDED SAID RESOURCES ARE ALLOCATED SOLELY TO MARY BIRD PERKINS CANCER CENTER OR ITS DESIGNEE. PART IV, SECTION B, LINE 1: THE FOUNDATION'S BYLAWS STATE THEY PROVIDE FINANCIAL SUPPORT TO NON-PROFIT ENTITIES LOCATED IN THE GEOGRAPHIC AREAS SERVED BY MARY BIRD PERKINS CANCER CENTER. THE SUPPORTED ORGANIZATIONS DO NOT HAVE THE POWER TO REGULARY APPOINT OR ELECT AT LEAST A MAJORITY OF THE ORGANIZATION'S DIRECTORS OR TRUSTEES AT ALL TIMES DURING THE TAX YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 21148601 5940909 2015820 715780 130197 28259353 21685815 2986383 -2804546 640727 78324 21148601 15915171 2741498 3996225 889122 77957 21685815 14349796 1970453 299479 559000 145557 15915171 13605738 481996 888071 391000 235009 14349796 0.25000 0.73000 0.02000 0 0 0 DUE TO MBPCC 77632 77632 X 8541711 1673799 1673799 6867912 0 6867912 836657 0 836657 0 836657 PART V, LINE 4: TO SUPPORT THE TREATMENT OF CANCER AND CANCER RELATED ILLNESSES SOLELY ALLOCATED TO MARY BIRD PERKINS CANCER CENTER OR ANY OTHER DESIGNEE. PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE GUIDANCE INCLUDED IN THE ACCOUNTING STANDARDS CODIFICATION (ASC). THE FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE RECORDED AT THE LARGEST AMOUNT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED. CHANGES IN THE RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE OCCURS. THE FOUNDATION HAS EVALUATED ITS POSITION REGARDING THE ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS AND DOES NOT BELIEVE THAT IT HAS ANY MATERIAL UNCERTAIN TAX POSITIONS AT JUNE 30, 2023. WITH FEW EXCEPTIONS, THE STATUTE OF LIMITATIONS FOR THE EXAMINATION OF THE FOUNDATION'S INCOME TAX RETURNS IS GENERALLY THREE YEARS FROM THE DUE DATE OF THE TAX RETURN, INCLUDING EXTENSIONS. 1 MARY BIRD PERKINS CANCER CENTER 4950 ESSEN LANE BATON ROUGE LA 70809 237010520 501(C)(3) 715820 0 SUPPORT OF THE ORGANIZATION'S CHARITABLE MISSION 0 1 0 0 0 0 1 0 0 TODD STEVENS VP, CHIEF STRATEGIC AND BUSINESS DEV 0 600371 0 260150 0 16982 0 64210 0 31291 0 973004 0 0 JONAS FONTENOT PRESIDENT/CEO 0 393501 0 100151 0 38332 0 66029 0 23741 0 621754 0 0 DANA NEUCERE CFO 0 271947 0 57150 0 7796 0 39598 0 30291 0 406782 0 0 DANIELLE MACK VP CHIEF DEVELOPMENT OFFICER 0 166786 0 27902 0 7583 0 8521 0 0 0 210792 0 0 PART I, LINE 3 THE FOUNDATION'S CEO AND CFO RECEIVE COMPENSATION FROM A RELATED ORGANIZATION, MARY BIRD PERKINS CANCER CENTER (MBPCC). MBPCC USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: (1) COMPENSATION COMMITTEE, (2) WRITTEN EMPLOYMENT CONTRACT, (3) COMPENSATION SURVEY OR STUDY AND (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4B TODD STEVENS - $50,000 DEFERRED COMPENSATION JONAS FONTENOT - $50,000 DEFERRED COMPENSATION DANA NEUCERE - $25,000 DEFERRED COMPENSATION FORM 990, PART VI, SECTION B, LINE 11B INFORMATION FOR THE FORM 990 IS GATHERED BY THE CENTER'S ACCOUNTING DEPARTMENT AND PROVIDED TO POSTLETHWAITE & NETTERVILLE, ITS INDEPENDENT PROFESSIONAL ACCOUNTING FIRM, FOR PREPARATION. EACH SECTION OF THE RETURN IS REVIEWED BY THE RESPONSIBLE FUNCTIONAL AREA OF THE ORGANIZATION AND A COMPLETE DRAFT IS PROVIDED TO THE CENTER'S CHIEF FINANCIAL OFFICER. PROPOSED CHANGES TO THE DRAFT ARE DISCUSSED WITH REPRESENTATIVES OF POSTLETHWAITE & NETTERVILLE OR EAG GULF COAST. AFTER THE CHIEF FINANCIAL OFFICER CONSIDERS THE RETURN TO BE IN FINAL FORM, AND BEFORE ITS FILING, THE BOARD OF DIRECTORS IS PRESENTED WITH A COPY FOR THEIR REVIEW AND APPROVAL. ANY CHANGES PROPOSED BY THE BOARD ARE DIRECTED TO THE CHIEF FINANCIAL OFFICER, AND WHERE NECESSARY, POSTLETHWAITE & NETTERVILLE OR EAGE GULF COAST FOR CONSIDERATION. THE RETURN IS ONLY FILED AFTER EACH OF THE STEPS IN THE REVIEW PROCESS IS COMPLETE. A FINAL VERSION OF THE FORM IS MADE AVAILABLE TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS A CONFLICT OF INTEREST POLICY AND CONSISTENTLY MONITORS AND ENFORCES ITS PROVISIONS. ANNUALLY, ALL DIRECTORS SUBMIT TO THE CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER A CONFLICT OF INTEREST DISCLOSURE STATEMENT LISTING ALL FINANCIAL AND CONFLICTING INTERESTS AND AMENDMENTS THERETO DURING THE YEAR AS ANY ADDITIONAL FINANCIAL OR CONFLICTING INTERESTS ARISE. THE STATEMENT INCLUDES AN ACKNOWLEDGEMENT THAT THE PERSON SIGNING THE FORM: I) RECEIVED A COPY OF THE POLICY AND BYLAWS; II) HAS READ AND UNDERSTANDS THIS ARTICLE; III) AGREES TO COMPLY WITH THE PROVISIONS OF THIS ARTICLE; IV) UNDERSTANDS THAT THIS ARTICLE APPLIES TO THE BOARD; AND V) UNDERSTANDS THAT THIS CORPORATION AND ITS AFFILIATES ARE ORGANIZED TO ADVANCE CHARITABLE PURPOSES AND THAT IN ORDER TO MAINTAIN TAX-EXEMPT STATUS, THEY MUST CONTINUOUSLY ENGAGE PRIMARILY IN ACTIVITES WHICH ACCOMPLISH ONE OR MORE OF THEIR TAX-EXEMPT PURPOSES. THE BYLAWS FURTHER STATE THAT WHERE A MATTER BROUGHT BEFORE THE BOARD GIVES RISE TO A POTENTIAL CONFLICT OF INTEREST, THE FOLLOWING ADDITIONAL STEPS MAY BE TAKEN AT THE DIRECTION OF THE BOARD: I) THE AFFECTED PERSON, AFTER THE DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANSWERING ANY QUESTIONS THAT MIGHT BE ASKED OF HIM/HER, SHALL WITHDRAW FROM THE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON; II) IF A CONFLICT EXISTS, THE INTERESTED PERSON SHALL REMAIN OUT OF THE MEETING FOR SO LONG AS THE BOARD SHALL DETERMINE; III) THE INTERESTED PERSON SHALL NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM, NOR ALLOWED TO PARTICIPATE IN THE DELIBERATIONS OR VOTE ON THE ITEM THAT CREATED THE CONFLICT; IV) THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF THE NON-INTERESTED PERSONS PRESENT, THAT THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST AND FOR ITS OWN BENEFIT; IS FAIR AND REASONABLE TO THE CORPORATION; AND, AFTER EXERCISING DUE DILIGENCE, SHALL DETERMINE THAT THE CORPORATION CANNOT OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS UNDER THE CIRCUMSTANCES; V) IN THE EVENT THAT A MEMBER OF THE BOARD OF DIRECTORS DEVELOPS A FINANCIAL OR CONFLICTING INTEREST THAT IS INSURMOUNTABLE, S/HE SHALL RESIGN FROM HIS/HER POSITION ON THE BOARD OF DIRECTORS. PROCEDURES FOR ADEQUATE RECORD KEEPING DIRECT THAT THE MINUTES OF THE BOARD MEETINGS SHALL INCLUDE: 1. THE NAMES OF THE PERSONS WHO DISCLOSED FINANCIAL OR CONFLICTING INTERESTS, THE NATURE OF THE FINANCIAL OR CONFLICTING INTERESTS AND WHETHER THE BOARD DETERMINED THERE WERE FINANCIAL OR CONFLICTING INTEREST; AND 2. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT; THE CONTENT OF THESE DISCUSSIONS, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT; AND A RECORD OF THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, WHOSE COMPOSITION CONSISTS OF INDEPENDENT DIRECTORS, CONDUCTS A COMPREHENSIVE ANNUAL REVIEW OF ALL COMPENSATION AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS. MARY BIRD PERKINS CANCER CENTER 4950 ESSEN LANE BATON ROUGE LA 70809 202046461 CANCER TREATMENT AND CARE LA 501(A) 501(C)(3) N/A 0 CANCER SERVICES INC 4950 ESSEN LANE BATON ROUGE LA 70809 824227871 CANCER CARE AND SUPPORT LA 501(A) 501(C)(3) N/A 0 ST-ELIZABETH - MARY BIRD PERKINS CANCER CENTER LLC 4950 ESSEN LANE BATON ROUGE LA 70809 260628752 CANCER CARE LA N/A 0 1 GULF SOUTH ONCOLOGY HOLDINGS LLC 4950 ESSEN LANE BATON ROUGE LA LA 70809 260628752 HOLDING COMPANY LA N/A UNRELATED 0 0 0.35000 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 MARY BIRD PERKINS CANCER CENTER A 7504 FAIR MARKET VALUE MARY BIRD PERKINS CANCER CENTER B 715820 FAIR MARKET VALUE MARY BIRD PERKINS CANCER CENTER D 74074 FAIR MARKET VALUE MARY BIRD PERKINS CANCER CENTER S 296296 FAIR MARKET VALUE CANCER SERVICES INC C 1655298 FAIR MARKET VALUE GULF SOUTH ONCOLOGY HOLDINGS LLC C 3624872 FAIR MARKET VALUE