2025-11-12T11:06:26-06:00 2025-06-30 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD 600 METAIRIE LA 700054958 990 2024-07-01 721003934 METHODIST HEALTH SYSTEM FOUNDATION INC METH 9857269333 360 OAK HARBOR BLVD SLIDELL LA 70458 PAUL PAGE VICE PRESIDENT, FINANCE 9857269333 2025-11-12 1 1 JOHN S WILES CPA P01222673 5048355522 2025-11-12 2024 2025-03-06 01:10:19Z WINIFRED M BERON 360 OAK HARBOR BLVD SLIDELL LA 70458 134619742 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 11 21 10 0 0 508963 381128 315783 329216 3527455 3078538 25450 24476 4377651 3813358 1530270 1216105 0 0 2910137 3051826 0 96000 108434 906363 912205 5346770 5276136 -969119 -1462778 73796582 73962700 751259 682087 73045323 73280613 X TO FOCUS ON THE SUPPORT, DEVELOPMENT, AND MANAGEMENT OF HEALTH-RELATED PROGRAMS AND SERVICES FOR THE NEW ORLEANS METRO AREA. 0 0 2262886 311189 SCHOOL-BASED HEALTH CENTERS PROVIDE MEDICAL AND MENTAL HEALTH RESOURCES AND SERVICES NECESSARY TO PROMOTE AND IMPROVE STUDENTS' HEALTH AND ACADEMIC CAPABILITIES. 96209 40503 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. 2092174 1216105 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. 4451269 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 0 0 1 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 8 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 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 530470 0 43185 PATRICK E MOTTRAM CHAIRMAN 2.00 X X 40800 0 0 NATALIE B COHEN VICE-CHAIRMAN 2.00 X X 0 0 0 E HOWELL CROSBY TREASURER 2.00 X X 0 0 0 PATRICK M GIBBS PAST CHAIRMAN 2.00 X X 0 0 0 PAULA R SINGLETON SECRETARY 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 SR BOARD MEMBER 2.00 X 0 0 0 DONALD E PATE 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 228867 0 38615 ANN CLAYTON CHAMBERLAIN VP - PROGRAM MANAGEMENT 40.00 X 176903 0 14225 GLENDA LONDON NURSE PRACTIONER 40.00 X 142222 0 21943 HEATHER SURCOUF DIRECTOR OF HEALTH CENTERS 40.00 X 154407 0 36439 AUDRA DEGAN NURSE PRACTIONER 40.00 X 125807 0 34133 KEVIN P RUPERT CONTROLLER 40.00 X 105776 0 19374 FREDERICK C YOUNG JR DIRECTOR EMERITUS 2.00 X 17264 0 0 1522516 0 207914 7 1 1 0 0 148403 232725 381128 SCHOOL BASED HEALTH CARE 611600 288713 288713 PHYSICIAN BILLING SERVICE FEES 621500 40503 40503 329216 2957241 2957241 2000 0 2000 2000 2000 130927681 130806384 121297 121297 121297 DRUG SCREENS 611600 21347 21347 OTHER REVENUE 900099 1129 1129 22476 3813358 353692 0 3078538 1216105 1216105 1015787 803168 202031 10588 1525898 1218445 307453 103704 99754 3950 248717 246081 2216 420 157720 126550 30527 643 2135 2135 44374 39937 4437 96000 96000 75100 72258 2783 59 10841 1451 9390 108813 81986 26701 126 72383 65145 7238 48840 46194 2646 25365 22979 2386 101613 84001 17249 363 231593 212790 18803 EDUCATION 69157 3869 65288 MEDICAL SUPPLIES 63958 63958 REPAIRS AND MAINTENANCE 58033 46598 11200 235 5276136 4451269 716433 108434 388639 404794 83636 82416 55623 52240 4581073 1378720 3272170 3202353 65885139 66329072 3719082 3890160 392293 1665 73796582 73962700 45005 59333 240000 105000 25000 50000 441254 467754 751259 682087 X 72959812 73195377 85511 85236 73045323 73280613 73796582 73962700 X -1462778 1878426 -188679 8321 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1814390 1814390 2362018 1022070 1339948 23448 22503 945 381217 334147 47070 3202353 ALTERNATIVE INVESTMENTS 3890160 F 3890160 ACCRUED PAYROLL AND RELATED LIABILITIES 467754 467754 X 5511426 1878426 8321 1886747 3624679 188679 188679 3813358 5276136 0 5276136 0 5276136 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 8,321. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENTS 3890160 0 0 0 0 0 0 3890160 0 3890160 0 0 0 0 0 0 X X X 1 GRANTED ADVISORS LLC 2390 S TURNBERRY AVENUE ZACHARY LA 70791 GRANT WRITING 0 0 96000 -96000 96000 -96000 LA SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION HIRED GRANTED ADVISORS, LLC TO APPLY FOR GRANTS FOR WHICH OUR SCHOOL BASED HEALTH CENTERS MIGHT BE ELIGIBLE. 1 BAYOU DISTRICT FOUNDATION 320 JULIA STREET NEW ORLEANS LA 70130 260833850 501(C)(3) 50000 0 FOR GENERAL OPERATING SUPPORT CHILDREN'S HOSPITAL OF NEW ORLEANS 200 HENRY CLAY AVENUE NEW ORLEANS LA 70118 720467503 501(C)(3) 70000 0 FOR GENERAL OPERATING SUPPORT CRESCENTCARE 2601 TULANE AVENUE NEW ORLEANS LA 70119 821082057 501(C)(3) 42500 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) 50000 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) 95000 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 MARILLAC COMMUNITY HEALTH CENTERS PO BOX 13038 NEW ORLEANS LA 701853038 273046997 501(C)(3) 15000 0 FOR GENERAL OPERATING SUPPORT NEW ORLEANS POLICE AND JUSTICE FOUNDATION INC 141 ALLEN TOUSSAINT BLVD 210 NEW ORLEANS LA 70005 721311151 501(C)(3) 10000 0 EMERGENCY ASSISTANCE OZANAM INN 2239 POYDRAS STREET NEW ORLEANS LA 70119 720854403 501(C)(3) 50000 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) 100000 0 TO ASSIST THE ORGANIZATION WITH THEIR THERAPEUTIC FOOD PANTRY. SPLIT SECOND FOUNDATION INC PO BOX 8620 NEW ORLEANS LA 70182 825240639 501(C)(3) 50000 0 FOR GENERAL OPERATING SUPPORT START CORPORATION PO BOX 165 HOUMA LA 70361 581687098 501(C)(3) 51705 0 FOR GENERAL OPERATING SUPPORT THE 18TH WARD 3329 BELL STREET NEW ORLEANS LA 70119 842353703 501(C)(3) 125000 0 FOR GENERAL OPERATING SUPPORT VIA LINK INC 5001 HIGHWAY 190 STE C1 COVINGTON LA 70433 720706669 501(C)(3) 91041 0 FOR GENERAL OPERATING SUPPORT VOLUNTEERS OF AMERICA SOUTHEAST LOUISIANA INC 4152 CANAL STREET NEW ORLEANS LA 70119 721486697 501(C)(3) 40000 0 FOR GENERAL OPERATING SUPPORT YOUTH EMPOWERMENT PROJECT 1600 ORETHA CASTLE HALEY BLVD NEW ORLEANS LA 70113 421633060 501(C)(3) 75000 0 TO ASSIST WITH THE ORGANIZATION'S CAMP MARIPOSA. NONPROFIT KNOWLEDGE WORKS INC 1100 POYDRAS STREET STE 1220 NEW ORLEANS LA 70163 721400841 501(C)(3) 25000 0 FOR GENERAL OPERATING SUPPORT UNIVERSITY OF HOLY CROSS 4123 WOODLAND DRIVE NEW ORLEANS LA 70131 720642832 501(C)(3) 50000 0 FOR GENERAL OPERATING SUPPORT DIRECT RELIEF 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 951831116 501(C)(3) 25000 0 COMMUNITY HEALTH PROGRAM THE BLOOD CENTER FOR SOUTHEAST LOUISIANA 2609 CANAL STREET 4TH FLOOR NEW ORLEANS LA 70119 300409322 501(C)(3) 10000 0 EMERGENCY ASSISTANCE 21 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 500861 0 11023 0 18586 0 27600 0 15585 0 573655 0 0 0 PAUL PAGE VP - FINANCE 227491 0 1376 0 0 0 18594 0 20021 0 267482 0 0 0 ANN CLAYTON CHAMBERLAIN VP - PROGRAM MANAGEMENT 175543 0 1360 0 0 0 12223 0 2002 0 191128 0 0 0 HEATHER SURCOUF DIRECTOR OF HEALTH CENTERS 152922 0 1485 0 0 0 11256 0 25183 0 190846 0 0 0 GLENDA LONDON NURSE PRACTIONER 139575 0 2647 0 0 0 9928 0 12015 0 164165 0 0 0 AUDRA DEGAN NURSE PRACTIONER 121802 0 4005 0 0 0 9205 0 24928 0 159940 0 0 0 FREDERICK C YOUNG JR DIRECTOR EMERITUS 0 0 0 0 17264 0 0 0 0 0 17264 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE ORGANIZATION'S FORM 990 WAS PRESENTED BY THE ORGANIZATION'S CPA FIRM AT A BOARD OF DIRECTOR'S MEETING. AFTER THE MEETING, A COPY OF THE FINAL DRAFT OF THE FORM 990 WAS CIRCULATED TO THE BOARD FOR APPROVAL. 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 8,321. 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