2024-02-09T13:47:17-06:00 2022-12-31 346565596 ERNST & YOUNG US LLP 425 HOUSTON ST 600 FORT WORTH TX 76102 990 2022-01-01 464381058 OCF MEDICAL FACILITIES INC OCFM 5048424097 1514 JEFFERSON HWY BH 546 NEW ORLEANS LA 70121 SCOTT J POSECAI TREASURER 5048424097 2024-02-09 1 SCOTT POSECAI 999009999 0 MELVA SCOTT P01207335 8173351900 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PETER C NOVEMBER 1514 JEFFERSON HWY BH 546 NEW ORLEANS LA 70121 6205815 0 X N/A X 2013 DE HOLDS TITLE TO REAL ESTATE & PERFORMS REAL ESTATE TRANSACTIONS FOR THE SUPPORTED ORGANIZATION. 5 1 0 0 0 0 0 0 6205815 6205815 0 0 0 0 6205815 6205815 0 0 0 0 0 0 0 0 0 4206509 3985900 4206509 3985900 1999306 2219915 46999065 44784911 36312345 31878276 10686720 12906635 NONE. THERE IS NO BOARD ADOPTED MISSION STATEMENT. 0 0 OWNS, DEVELOPS, LEASES, FINANCES, AND COLLECTS INCOME FROM TWO PROPERTIES ON BEHALF OF OCHSNER CLINIC FOUNDATION, A RELATED 501(C)(3) CORPORATION. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 1 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 0 0 0 X SCOTT J POSECAI TREASURER 5048424097 1514 JEFFERSON HWY BH 546 NEW ORLEANS LA 70121 X MICHAEL F HULEFELD DIRECTOR, PRESIDENT (BEG: 11/2022) 1.00 49.00 X X 0 4486995 29651 PETER C NOVEMBER DIRECTOR, CEO (BEG: 11/2022) 1.00 49.00 X X 0 3923201 30750 SCOTT J POSECAI DIRECTOR, TREASURER 1.00 49.00 X X 0 2445735 32723 DONALD PUGLISI INDEPENDENT DIRECTOR 1.00 2.00 X 0 0 0 WARNER L THOMAS DIRECTOR, PRESIDENT/CEO (END: 11/22) 1.00 49.00 X X 0 10003805 17031 SHELLEY S TYNAN DIRECTOR, SECRETARY (BEG: 11/2022) 1.00 49.00 X X 0 789273 36562 0 21649009 146717 0 0 1 0 0 RENT INC-SUPPORTED ORG 531120 6205815 6205815 6205815 6205815 6205815 0 0 1885900 2100000 3985900 63000000 18900000 46200000 44100000 799065 684911 46999065 44784911 35547140 31232596 765205 645680 36312345 31878276 X 10686720 12906635 10686720 12906635 46999065 44784911 2219915 0 X X 0 1 X 1 0 63000000 18900000 44100000 44100000 DUE TO RELATED PARTIES - OCHSNER CLINIC FOUNDATION 645680 645680 X 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 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 2019 THROUGH 2022 IN OCHSNER'S MAIN TAX JURISDICTIONS. 0 1 0 WARNER L THOMAS DIRECTOR, PRESIDENT/CEO (END: 11/22) 0 2987522 0 6702500 0 313783 0 0 0 17031 0 10020836 0 1308424 MICHAEL F HULEFELD DIRECTOR, PRESIDENT (BEG: 11/2022) 0 1152888 0 1843500 0 1490607 0 6800 0 22851 0 4516646 0 940075 PETER C NOVEMBER DIRECTOR, CEO (BEG: 11/2022) 0 1211021 0 1496000 0 1216180 0 6800 0 23950 0 3953951 0 668228 SCOTT J POSECAI DIRECTOR, TREASURER 0 907306 0 600000 0 938429 0 6800 0 25923 0 2478458 0 0 SHELLEY S TYNAN DIRECTOR, SECRETARY (BEG: 11/2022) 0 568034 0 179937 0 41302 0 6800 0 29762 0 825835 0 0 PART I, LINE 3 THE OFFICERS OF OCF MEDICAL FACILITIES, INC. ARE NOT COMPENSATED BY OCF MEDICAL FACILITIES, INC., BUT ARE COMPENSATED BY RELATED ORGANIZATIONS FOR THEIR ROLES AS OFFICERS OR EXECUTIVES OF THE OCHSNER CLINIC FOUNDATION. THE PROCESS FOR DETERMINING COMPENSATION IS DESCRIBED ON THE FORM 990 OF OCHSNER CLINIC FOUNDATION (72-0502505). THE METHODS USED INCLUDE A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACTS, A COMPENSATION SURVEY, AND APPROVAL BY THE COMPENSATION COMMITTEE. 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 2022: * WARNER THOMAS, PRESIDENT AND CHIEF EXECUTIVE OFFICER; $2,791,119 * MICHAEL HULEFELD, PRESIDENT AND CHIEF OPERATING OFFICER; DISTRIBUTION OF $644,307 * PETER NOVEMBER, CHIEF EXECUTIVE OFFICER; DISTRIBUTION OF $515,591 * SCOTT POSECAI, EXECUTIVE VICE PRESIDENT, CFO, AND TREASURER; DISTRIBUTION OF $395,254 THE FOLLOWING PARTICIPATES 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 2022: * SHELLEY SULLIVAN TYNAN; DISTRIBUTION OF $20,250 FORM 990, PART VI, SECTION A, LINE 1A MATERIAL DIFFERENCES IN VOTING RIGHTS: THE WRITTEN CONSENT OR AFFIRMATIVE VOTE OF AT LEAST ONE INDEPENDENT DIRECTOR IS REQUIRED TO AUTHORIZE CERTAIN SIGNIFICANT MATTERS, AS DEFINED IN THE CERTIFICATE OF INCORPORATION AND BYLAWS. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS: THE ORGANIZATION'S SOLE MEMBER IS OCHSNER CLINIC FOUNDATION, A RELATED 501(C)(3) ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY: THE MEMBER MAY SPECIFY THE NUMBER OF DIRECTORS AND MAY APPOINT DIRECTORS TO VACANT OR NEWLY CREATED DIRECTORSHIPS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS: THE MEMBER MAY ELECT AND/OR REMOVE OFFICERS AND DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY: ONE OR MORE MEMBERS OF SENIOR MANAGEMENT REVIEW THE RETURN. THE RETURN IS ALSO REVIEWED BY ERNST & YOUNG US, LLP, THE COMPANY'S TAX ADVISORS. 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 CONFLICT OF INTEREST POLICY: OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES OF OCHSNER CLINIC FOUNDATION AND ITS SUBSIDIARIES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY, OR WITHIN 40 DAYS OF BECOMING AN EMPLOYEE, OR IF A CURRENT EMPLOYEE HAS A CHANGE IN BUSINESS CIRCUMSTANCES NOT PREVIOUSLY DISCLOSED. THE CONFLICT OF INTEREST PROGRAM ADMINISTRATOR REVIEWS DISCLOSURES AND DETERMINES WHETHER ACTION IS NECESSARY OR IF THE DISCLOSURE NEEDS TO BE REVIEWED BY THE CONFLICT OF INTEREST STEERING COMMITTEE. OCHSNER 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. THE CONFLICT OF INTEREST STEERING COMMITTEE WILL MAKE MITIGATION RECOMMENDATIONS INCLUDING, BUT NOT LIMITED TO, DIVESTITURE AND TERMINATION OF EMPLOYMENT. FORM 990, PART VI, SECTION B, LINE 15 OFFICER COMPENSATION: THE OFFICERS OF OCF MEDICAL FACILITIES, INC. ARE NOT COMPENSATED BY OCF MEDICAL FACILITIES, INC., BUT ARE COMPENSATED BY RELATED ORGANIZATIONS FOR THEIR ROLES AS OFFICERS OR EXECUTIVES OF THE OCHSNER CLINIC FOUNDATION. THE PROCESS FOR DETERMINING COMPENSATION IS DESCRIBED ON THE FORM 990 OF OCHSNER CLINIC FOUNDATION (EIN 72-0502505). FORM 990, PART VI, SECTION C, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC: 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. FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B) - ADDITIONAL COMP: COMPENSATION FROM INTEGRATED HEALTH SYSTEM WITH THE EXCEPTION OF THE INDEPENDENT DIRECTOR, EACH OF THE OFFICERS/DIRECTORS LISTED IN PART VII AND SCHEDULE J HOLD POSITIONS WITH RELATED 501(C)(3) ORGANIZATIONS. FOR EACH OF THESE INDIVIDUALS, THE COMPENSATION LISTED IS RECEIVED FROM THE RELATED ORGANIZATION. THE AMOUNT OF TIME SHOWN FOR EACH AS "AVERAGE HOURS PER WEEK" IN PART VII, SECTION A, LINE 1A, COLUMN (B), CONSISTS PRIMARILY OF EACH OFFICER'S TIME SPENT ON THE OFFICER'S ROLE WITH OCF MEDICAL FACILITIES, INC. THE REMAINDER OF EACH OFFICER'S TIME IS SPENT FULFILLING RESPONSIBILITIES THROUGH THEIR ROLE WITH THE RELATED ORGANIZATION AND/OR IS MORE EVENLY DISTRIBUTED ACROSS ALL ORGANIZATIONS IN THE INTEGRATED HEALTH SYSTEM. ACADIA GENERAL HOSPITAL INC OCHSNER ACADIA GENERAL HOSPITAL 1305 CROWLEY RAYNE HWY CROWLEY LA 70526 464958152 HOSPITAL LA 501(C)(3) LINE 3 LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL 0 BRENT HOUSE CORPORATION 1512 JEFFERSON HIGHWAY NEW ORLEANS LA 70121 720872457 RENTS HOTEL ROOMS TO PATIENTS/GUESTS OF OCHSNER FACILITIES. LA 501(C)(3) LINE 12A, I OCHSNER CLINIC FOUNDATION 0 CAMP BON COEUR INC (BEG 032022) 300 RIDGE ROAD STE K LAFAYETTE LA 70506 581710741 CAMP FOR PEDIATRIC CARDIOVASCULAR PATIENTS LA 501(C)(3) LINE 7 LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL 0 EBR MEDICAL FACILITIES INC 1514 JEFFERSON HIGHWAY NEW ORLEANS LA 70121 471267935 REAL ESTATE TITLE HOLDING COMPANY DE 501(C)(2) OCHSNER CLINIC FOUNDATION 0 KAPLAN GENERAL HOSPITAL INC ABROM KAPLAN MEMORIAL HOSPITAL 1214 COOLIDGE BLVD LAFAYETTE LA 70503 472540179 HOSPITAL LA 501(C)(3) LINE 3 LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL 0 KEMPER CAH INC OCHSNER STENNIS HOSPITAL (BEG 072022) 1314 19TH AVENUE MERIDIAN MS 39301 271757642 PROVIDING HEALTH CARE SERVICES MS 501(C)(3) LINE 3 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH 0 LAFAYETTE GENERAL FOUNDATION INC OCHSNER LAFAYETTE GENERAL FOUNDATION 1214 COOLIDGE BLVD LAFAYETTE LA 70503 371766778 FOUNDATION LA 501(C)(3) LINE 12A, I LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL 0 LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL 920 WEST PINHOOK ROAD LAFAYETTE LA 70503 383646817 HEALTHCARE SUPPORT LA 501(C)(3) LINE 12A, I OCHSNER CLINIC FOUNDATION 0 LAFAYETTE GENERAL MEDICAL CENTER INC OCHSNER LAFAYETTE GENERAL MEDICAL C 1214 COOLIDGE BLVD LAFAYETTE LA 70503 720535375 HOSPITAL LA 501(C)(3) LINE 3 LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL 0 LAFAYETTE HEALTH VENTURES INC 1211 COOLIDGE STREET LAFAYETTE LA 70503 721006966 PHYSICIAN PRACTICES LA 501(C)(3) LINE 12A, I LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL 0 LAIRD HOSPITAL INC OCHSNER LAIRD HOSPITAL (BEG 072022) 25117 HIGHWAY 15 UNION MS 39365 201835779 PROVIDING HEALTH CARE SERVICES MS 501(C)(3) LINE 3 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH 0 MEDICAL FOUNDATION INC (BEG 072022) PO BOX 5183 MERIDIAN MS 39302 640834532 PROVIDING HEALTH CARE SERVICES MS 501(C)(3) LINE 3 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH 0 MERIDIAN SPEECH & HEARING CENTER INC (BEG 072022) 1314 19TH AVENUE MERIDIAN MS 39301 640529831 PROVIDING AUDIOLOGY SERVICES AND DYSLEXIA TESTING AND TREATMENT MS 501(C)(3) LINE 10 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH 0 NEWCA HEALTHCARE INC (BEG 072022) 1314 19TH AVENUE MERIDIAN MS 39301 201254928 PROVIDING HEALTH CARE SERVICES MS 501(C)(3) LINE 3 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH 0 OCF MEDICAL FACILITIES II INC (BEG 122022) 1514 JEFFERSON HIGHWAY NEW ORLEANS LA 70121 921190277 REAL ESTATE TITLE HOLDING COMPANY DE 501(C)(2) OCHSNER CLINIC FOUNDATION 0 OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HIGHWAY NEW ORLEANS LA 70121 720502505 PATIENT CARE LA 501(C)(3) LINE 3 N/A 0 OMCNS MEDICAL FACILITIES INC 1514 JEFFERSON HIGHWAY NEW ORLEANS LA 70121 472642764 REAL ESTATE TITLE HOLDING COMPANY LA 501(C)(2) OCHSNER CLINIC FOUNDATION 0 PAEON HEALTH SERVICES INC 2801 VIA FORTUNA STE 500 AUSTIN TX 78746 821064427 PATIENT CARE-INDIGENT LA 501(C)(3) LINE 10 OCHSNER CLINIC FOUNDATION 0 RUSH CARE INC OCHSNER SPECIALTY HOSPITAL (BEG 072022) 1314 19TH AVENUE MERIDIAN MS 39301 640833381 PROVIDING HEALTH CARE SERVICES MS 501(C)(3) LINE 3 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH 0 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH (BEG 072022) PO BOX 5187 MERIDIAN MS 39301 640664988 PROVIDING SUPPORT TO HEALTH CARE AFFILIATES MS 501(C)(3) LINE 12C, III-FI OCHSNER CLINIC FOUNDATION 0 RUSH HOME CARE INC OCHSNER WOMEN'S IMAGING (BEG 072022) 1314 19TH AVENUE MERIDIAN MS 39301 640670314 PROVIDING HOME HEALTH CARE MS 501(C)(3) LINE 3 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH 0 RUSH HOSPITAL - BUTLER INC OCHSNER CHOCTAW GENERAL (BEG 072022) 1314 19TH AVENUE MERIDIAN MS 39301 640655993 PROVIDING HEALTH CARE SERVICES AL 501(C)(3) LINE 3 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH 0 RUSH MEDICAL FOUNDATION OCHSNER RUSH MEDICAL CENTER (BEG 072022) 1314 19TH AVENUE MERIDIAN MS 39301 640345119 PROVIDING HEALTH CARE SERVICES MS 501(C)(3) LINE 3 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH 0 RUSH MEDICAL GROUP OF NEWTON PA A MISSISSIPPI PROFESSIONAL CORP (BEG 07 PO BOX 5187 MERIDIAN MS 39302 640783323 PROVIDING HEALTH CARE SERVICES MS 501(C)(3) LINE 3 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH 0 SCOTT REGIONAL MEDICAL CENTER INC DBA OCHSNER SCOTT REGIONAL (BEG 0720 1314 19TH AVENUE MERIDIAN MS 39301 260792328 PROVIDING HEALTH CARE SERVICES MS 501(C)(3) LINE 3 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH 0 ST MARTIN HOSPITAL INC OCHSNER ST MARTIN HOSPITAL 210 CHAMPAGNE BLVD BREAUX BRIDGE LA 70517 264626264 HOSPITAL LA 501(C)(3) LINE 3 LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL 0 THE FOUNDATION FOR RUSH INC (BEG 072022) 1314 19TH AVENUE MERIDIAN MS 39301 473716882 FOUNDATION/FUNDRAISING MS 501(C)(3) LINE 7 RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH 0 UNIVERSITY HOSPITAL AND CLINICS INC OCHSNER UNIVERSITY HOSPITAL & CLINIC 2390 WEST CONGRESS LAFAYETTE LA 70506 462605366 HOSPITAL LA 501(C)(3) LINE 3 LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL 0 IMPACT TALENT SOLUTIONS I LLC (BEG 082022) 1514 JEFFERSON HWY NEW ORLEANS LA 70121 920541820 STAFFING SERVICES DE OCHSNER HOLDCO CORPORATION RELATED 0 0 MERIDIAN SURGERY CENTER LLC (BEG 072022) 2100 13TH ST MERIDIAN MS 39301 300160065 AMBULATORY SURGERY CENTER MS RUSH MEDICAL FOUNDATION OCHSNER RUSH MEDICAL CENTER RELATED 0 0 MTS-LGH THERAPY SERVICES LLC MCLEOD-TRAHAN-SHEFFIELD PHYSICAL THERAPY SER 920 W PINHOOK RD LAFAYETTE LA 70503 821448014 PHYSICAL THERAPY LA LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL RELATED 0 0 OCHSNER KIDNEY CARE LLC 3867 PLAZA TOWER DRIVE BATON ROUGE LA 70816 861310404 RENAL DIALYSIS CENTERS LA OCHSNER CLINIC FOUNDATION RELATED 0 0 OIL CENTER SURGICAL PLAZA LLC 1000 W PINHOOK RD STE 204 LAFAYETTE LA 70503 464090110 SURGERY CENTER LA LAFAYETTE GENERAL MEDICAL CENTER INC OCHSNER LAFAYETTE GENERAL MEDICAL C RELATED 0 0 COMMUNITY MEDICAL GROUP-ST CHARLES INC 320 SOMERULOS STREET BATON ROUGE LA 708026129 463447107 CLINICAL SERVICES LA SATYR CLINICAL SERVICES INC C 0 DEUTERON REALTY 1514 JEFFERSON HIGHWAY NEW ORLEANS LA 70121 721079347 NOMINEE REAL ESTATE CORPORATION LA OCHSNER CLINIC FOUNDATION C 0 HYDRA CLINICAL SERVICES INC 2801 VIA FORTUNA STE 500 AUSTIN TX 78746 821664573 MEDICAL SERVICES-INDIGENT CARE LA OCHSNER CLINIC FOUNDATION C 0 LG INDEMNITY COMPANY LTD 23 LIME TREE BAY AVE GOV SQ BLDG GRAND CAYMAN CJ 981481983 CAPTIVE INSURANCE CJ LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL C 0 MANAGED HEALTH CARE INC (BEG 072022) 1314 19TH AVENUE MERIDIAN MS 39301 640862241 MANAGED HEALTHCARE MS RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH C 0 MILLENNIUM HEALTHCARE MANAGEMENT INC 3510 N CAUSEWAY BLVD STE 110 METAIRIE LA 70002 274327342 MEDICAL SERVICES LA OCHSNER URGENT CARE 1 LLC C 0 OCHSNER DIVERSIFIED BUSINESS CORPORATION 1514 JEFFERSON HIGHWAY NEW ORLEANS LA 70121 863065790 MEDICAL SUPPLIES MANUFACTURING DE OCHSNER HOLDCO CORPORATION C 0 OCHSNER HEALTH PLAN INC 1514 JEFFERSON HIGHWAY NEW ORLEANS LA 70121 352694728 INSURANCE-HEALTH MAINTENANCE ORGANIZATION LA OHPI LLC C 0 OCHSNER HOLDCO CORPORATION 1514 JEFFERSON HIGHWAY NEW ORLEANS LA 70121 862964646 HOLDING COMPANY DE OCHSNER CLINIC FOUNDATION C 0 OCHSNER LWHA CORPORATION 1450 POYDRAS STREET STE 2250 NEW ORLEANS LA 70112 862966581 MEDICAL SERVICES-WOMENS DE OCHSNER HOLDCO CORPORATION C 0 PEAVEY INVESTMENT COMPANY INC (BEG 072022) 1220 16TH AVENUE MERIDIAN MS 39301 640412267 PROPERTY RENTAL MS RUSH SERVICE COMPANY INC C 0 PHYSICIAN MANAGEMENT SERVICES INC (BEG 072022) 1314 19TH AVENUE MERIDIAN MS 39301 710927411 HEALTHCARE MANAGEMENT MS PHYSICIAN SERVICES LLC C 0 RURAL HEALTHCARE MANAGEMENT INC (BEG 072022) 1314 19TH AVENUE MERIDIAN MS 39301 811641843 HEALTHCARE MANAGEMENT MS RUSH SERVICE COMPANY INC C 0 RUSH SERVICE COMPANY INC (BEG 072022) PO BOX 5188 MERIDIAN MS 39302 640670493 PROPERTY RENTAL MS RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH C 0 SATYR CLINICAL SERVICES INC 2801 VIA FORTUNA STE 500 AUSTIN TX 78746 464147298 MEDICAL SERVICES-INDIGENT CARE LA OCHSNER CLINIC FOUNDATION C 0 THE MEDICAL STORE INC (BEG 072022) 1314 19TH AVENUE MERIDIAN MS 39301 640756777 DURABLE MEDICAL EQUIPMENT SALES MS RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH C 0 THE MERIDIAN ANESTHESIOLOGY GROUP INC (BEG 072022) 1314 19TH AVENUE MERIDIAN MS 39301 640675511 ANESTHESIOLOGY SERVICES MS MEDICAL FOUNDATION INC C 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 OCHSNER CLINIC FOUNDATION J 6205815 MARKET VALUE 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 HOSPITAL - BUTLER, INC. % OCHSNER CHOCTAW GENERAL: EIN: 64-0655993 RUSH MEDICAL FOUNDATION % OCHSNER RUSH MEDICAL CENTER: EIN: 64-0345119 RUSH MEDICAL GROUP OF NEWTON, P.A., A MISSISSIPPI PROFESSIONAL CORP (BEG: 07/2022): 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 MARCH 2022, OCHSNER CLINIC FOUNDATION ACQUIRED CAMP BON COEUR, INC., WHICH OPERATES PROGRAMS AND CAMPS FOR CHILDREN WITH CONGENITAL HEART DEFECTS. IN JULY 2022, OCHSNER CLINIC FOUNDATION BECAME THE SOLE CORPORATE MEMBER OF RUSH HEALTH SYSTEMS, INC., NOW KNOWN AS OCHSNER RUSH HEALTH (ORH). ORH IS A NONPROFIT, REGIONAL HEALTH SYSTEM DELIVERING CARE TO EAST MISSISSIPPI AND WEST ALABAMA. ORH INCLUDES 30+ CLINICS AND 7 HOSPITALS AND MEDICAL CENTERS. PART III - RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP: IN JULY 2022, WITH THE ACQUISITION OF RUSH HEALTH SYSTEMS, INC., OCHSNER CLINIC FOUNDATION ACQUIRED MERIDIAN SURGERY CENTER, LLC, AN AMBULATORY SURGERY CENTER. IN AUGUST 2022, OCHSNER CLINIC FOUNDATION CREATED IMPACT TALENT SOLUTIONS I, LLC, A JOINT VENTURE WHICH PROVIDES NURSING STAFFING SERVICES. PART IV - RELATED ORGANIZATIONS TAXABLE AS A CORPORATION: IN JULY 2022, WITH THE ACQUISITION OF RUSH HEALTH SYSTEMS, INC., OCHSNER CLINIC FOUNDATION ACQUIRED MANAGED HEALTH CARE, INC., A MANAGED HEALTHCARE COMPANY; PHYSICIAN MANAGEMENT SERVICES, INC. AND RURAL HEALTHCARE MANAGEMENT, INC., BOTH HEALTHCARE MANAGEMENT COMPANIES; PEAVEY INVESTMENTS COMPANY, INC. AND RUSH SERVICE COMPANY, INC., BOTH PROPERTY RENTAL COMPANIES; THE MEDICAL STORE, INC., A DURABLE MEDICAL EQUIPMENT SALES COMPANY; AND THE MERIDIAN ANESTHESIOLOGY GROUP, INC., AN ANESTHESIOLOGY SERVICES COMPANY.