2026-07-20T16:48:34-05:00 2025-09-30 720506596 COLE EVANS & PETERSON POST OFFICE DRAWER 1768 SHREVEPORT LA 711661768 990 2024-10-01 720809402 MULTI-FAITH RETIREMENT SERVICES MULT 3182122000 CO COLEEVANSPETERSONPO DRAWER17 SHREVEPORT LA 711661768 JERRY A FIELDER II PRESIDENT 3182124448 2026-07-20 1 0 TIM W BORST P00024750 3182228367 2024 2025-03-06 01:10:19Z LIVE OAK RETIREMENT COMMUNITY JERRY A FIELDER II PO BOX 32600 SHREVEPORT LA 711302600 12748444 0 X WWW.OAKSOFLA.COM X 1977 LA PROVIDING HOUSING, HEALTHCARE AND RELATED SERVICES TO THE ELDERLY 10 3 118 37 0 0 0 0 12518496 12212639 585 645 457712 535160 12976793 12748444 0 0 0 0 6268801 6748801 0 0 0 7720607 7483369 13989408 14232170 -1012615 -1483726 13466404 10033936 7082535 5133793 6383869 4900143 LIVE OAK IS DEDICATED TO IMPROVING THE QUALITY OF LIFE OF SENIOR ADULTS. WE PROMOTE HEALTH AND WELL-BEING BY PROVIDING A VIBRANT, MULTIFAITH CONTINUING CARE COMMUNITY OFFERING SERVICES TO ENGAGE SPIRITUAL, SOCIAL AND PHYSICAL NEEDS. 0 0 11106091 12212639 PROVIDING HOUSING, HEALTHCARE AND OTHER RELATED SERVICES TO THE ELDERLY THROUGH THE OPERATION OF A RETIREMENT COMMUNITY CONSISTING OF 112-STAFFED BED SKILLED NURSING FACILITY AND 119 INDEPENDENT LIVING UNITS. THE CENTER PROVIDED 29,565 DAYS OF NURSING SERVICES DURING THE FISCAL YEAR ENDING SEPTEMBER 30,2025, WHICH IS AN AVERAGE OF 81 PATIENTS PER DAY. THE CENTER'S INDEPENDENT LIVING HAD A TOTAL OF 40,150 RESIDENT DAYS DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, WHICH IS AN AVERAGE OF 110 RESIDENTS PER DAY. 11106091 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 1 33 0 1 118 1 0 0 0 0 0 0 0 0 0 0 X 10 3 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MR JERRY A FIELDER II 3182124000 2600 GREENWOOD ROAD SHREVEPORT LA 711033908 JERRY A FIELDER II PRESIDENT/CEO/TRUSTEE 5.00 X X 0 1198356 37606 PIERRE V BLANCHARD IV MD TRUSTEE/PHYSICIAN 4.00 X 0 225704 10800 FRANK B HUGHES MD TRUSTEE/CHAIRMAN 4.00 X 0 0 0 DEBORAH D OLDS TRUSTEE 4.00 X 0 0 0 RICHARD H SALE TRUSTEE/SECRETARY/TREASURER 4.00 X X 0 0 0 EUGENE W BRYSON JR TRUSTEE 4.00 X 0 0 0 ELAINE SIMPKINS PHD TRUSTEE 4.00 X 0 0 0 RAYMOND J LASSEIGNE TRUSTEE 4.00 X 0 0 0 LAMAR P PUGH TRUSTEE/COMPLIANCE OFFICER 4.00 X X 0 0 0 JOHN MICHAEL MOORE TRUSTEE 4.00 X 0 0 0 0 1424060 48406 0 0 1 0 PER DIEM NURSING PO BOX 8044 BOSSIER CITY LA 71113 NURSING STAFF 368910 1 PROG.SERV.REVENUE-EXCLUDED-990 623000 12212639 12212639 12212639 645 645 367210 0 367210 367210 367210 MISCELLANEOUS 623000 167950 167950 167950 12748444 12212639 0 535805 5590022 3991592 1598430 -50221 -35861 -14360 806516 575898 230618 402484 287396 115088 14400 14400 2219 2219 56637 40876 15761 528193 377160 151033 4376 677 3699 846859 580592 266267 278069 198557 79512 MEDICAL EXPENSE 2196455 2196455 CONSULTING 1211591 1098746 112845 FOOD COST 1209185 1209185 REPAIRS AND MAINTENANCE 456827 456827 678558 584818 93740 14232170 11106091 3126079 0 3369874 410802 252758 13744 1722896 1817318 68991 88141 80465 49536 34601737 26947805 7970957 7653932 463 463 13466404 10033936 6385664 4431439 400000 400000 296871 302354 7082535 5133793 X 6383869 4900143 6383869 4900143 13466404 10033936 -1483726 0 X 1 X 1 X 1 0 X 132550 252899 385449 10265836 9696951 10116246 12518496 12212639 54810168 10398386 9949850 10116246 12518496 12212639 55195617 0 0 0 55195617 402772 381719 362857 343304 367855 1858507 402772 381719 362857 343304 367855 1858507 71326 91769 112732 114993 167950 558770 10872484 10423338 10591835 12976793 12748444 57612894 0.95800 0.95910 0.03230 0.03250 X 0 0 0 0 0 0 0 0 1 3382 3382 0 PART II-B, LINE 1: DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, THE RETIREMENT COMMUNITY PAID DUES OF $8,672 TO THE LOUISIANA NURSING HOME ASSOCIATION. A PORTION OF THE DUES, $3,382, WAS RELATED TO LOBBYING EXPENSES. 1654802 1654802 30049117 25778079 4271038 2897818 1169726 1728092 7653932 REFUNDABLE DEPOSITS 288610 PAYABLE - RESIDENT PERSONAL FUNDS 13744 302354 X 1 1 X X X X X 0 1 0 0 1 0 0 0 0 JERRY A FIELDER II PRESIDENT/CEO/TRUSTEE 0 1154982 0 0 0 43374 0 1579 0 36027 0 1235962 0 0 PIERRE V BLANCHARD IV MD TRUSTEE/PHYSICIAN 0 199996 0 0 0 25708 0 1953 0 8847 0 236504 0 0 FORM 990, SCHEDULE J, PART II, COLUMN (B)(III) EXPLANATION OF PART II, COLUMN (B)(III) OTHER COMPENSATION JERRY A. FIELDER,II UNUSED SICK PAY-$21,808 VALUE ADDED FOR COMPUTER USAGE-$200 VALUE ADDED FOR CELL PHONE USAGE-$1,045 COST OF GROUP TERM LIFE INSURANCE IN EXCESS OF $50,000-$2,359 SECTION 457(B) DEFERRED COMPENSATION PLAN-$23,000 EMPLOYEE CAFETERIA PLAN CONTRIBUTIONS-$(7,855) VALUE ADDED FOR CABLE/INTERNET-$2,817 TOTAL--$43,374 PIERRE V. BLANCHARD,IV, M.D. COST OF GROUP TERM LIFE INSURANCE IN EXCESS OF $50,000-$3,214 SECTION 457(B) DEFERRED COMPENSATION PLAN-$23,000 SHARED SAVINGS QUALITY PROGRAM-$897 WELLNESS CENTER MEMBERSHIP-$384 EMPLOYEE CAFETERIA PLAN CONTRIBUTIONS-$(1,787) TOTAL--$25,708 EXPLANATION OF PART II, COLUMN (C) DEFERRED COMPENSATION THIS EMPLOYEE PARTICIPATES IN A DEFINED BENEFIT PENSION PLAN, THE CONTRIBUTIONS TO WHICH ARE ACTUARIALLY DETERMINED. THE AMOUNT SHOWN IS THE INCREASE IN THE ANNUAL VESTED BENEFIT AT NORMAL RETIREMENT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025 (NOT DISCOUNTED TO PRESENT VALUE) (NORMAL RETIREMENT IS AGE 65 WITH 5 YEARS OF PARTICIPATION). EXPLANATION OF PART II, COLUMN (D) NONTAXABLE BENEFITS INCLUDED IN THIS COLUMN IS THE COST OF THE FOLLOWING NONTAXABLE BENEFITS: LONG-TERM DISABILITY INCOME INSURANCE PLAN, GROUP TERM-LIFE INSURANCE, AND THE ESTIMATED COST OF SELF-FUNDED HEALTH INSURANCE PLAN. LAMAR P PUGH TRUSTEE/OFFICER 725075 EXECUTIVE AND DEPARTMENT LEVEL ASSISTANCE AND REPRESENTATION RELATED TO LEGAL ISSUES AND REGULATORY COMPLIANCE PAID TO THE LAW FIRM OF PUGH, PUGH & PUGH, L.L.P. FOR WHICH LAMAR P. PUGH, TRUSTEE/OFFICER, IS A PARTNER. NONE OF THESE FEES WERE BILLED DIRECTLY TO MULTI-FAITH RETIREMENT SERVICES. 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THIS CORPORATION IS WILLIS-KNIGHTON MEDICAL CENTER, A NON-PROFIT CORPORATION, DOMICILED IN CADDO PARISH, LOUISIANA. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ARE APPOINTED AND ELECTED BY A VOTE OF TWO-THIRDS (2/3) OF THE MEMBERS OF THE CORPORATION, AND THE CORPORATION MEMBERS SHALL DETERMINE THE TERM OF OFFICE OF EACH MEMBER WHO IS APPOINTED OR ELECTED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE CORPORATION'S CPA FIRM WITH THE ASSISTANCE OF SEVERAL MEMBERS OF MULTI-FAITH RETIREMENT SERVICES. THE FINAL FORM 990 IS REVIEWED AND DISCUSSED BY THE PRESIDENT AND CPA FIRM WITH THE ENTIRE BOARD OF TRUSTEES, BEFORE THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICTS OF INTEREST POLICY COVERS ALL "INTERESTED PERSONS." AN "INTERESTED PERSON" IS DEFINED AS ANY TRUSTEE, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH BOARD DESIGNATED POWERS WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IN AN ENTITY WITH WHICH THE CORPORATION HAS A TRANSACTION OR ARRANGEMENT; OR A COMPENSATION ARRANGEMENT WITH THE CORPORATION OR WITH ANY ENTITY OR INDIVIDUAL WITH WHICH THE CORPORATION HAS A TRANSACTION OR ARRANGEMENT; OR A POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN, OR COMPENSATION ARRANGEMENT WITH, ANY ENTITY OR INDIVIDUAL WITH WHICH THE CORPORATION IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. INTERESTED PERSONS HAVE A DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST AND ALL MATERIAL FACTS RELATED TO THE PROPOSED TRANSACTION OR ARRANGEMENT TO THE TRUSTEES AND MEMBERS OF COMMITTEES WITH BOARD DESIGNATED POWERS. THE INTERESTED PERSON IS ALLOWED TO MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT AFTER SUCH PRESENTATION THE INTERESTED PERSON SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. IF THE BOARD OR COMMITTEE BELIEVES A MEMBER HAS VIOLATED THE CONFLICTS OF INTEREST POLICY, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE. IF THE BOARD OR COMMITTEE DETERMINES THAT THE MEMBER HAS, IN FACT, FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. PERIODIC REVIEWS ARE CONDUCTED WHICH, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: 1. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE AND ARE THE RESULT OF ARM'S-LENGTH BARGAINING. 2. WHETHER ACQUISITIONS OF GOODS OR SERVICES AND OTHER PROVIDER SERVICES RESULTS IN INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT. 3. WHETHER PARTNERSHIP AND JOINT VENTURE ARRANGEMENTS AND ARRANGEMENTS WITH MANAGEMENT SERVICE ORGANIZATIONS AND PHYSICIAN HOSPITAL ORGANIZATIONS CONFORM TO WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE PAYMENTS FOR GOODS AND SERVICES, FURTHER THE CORPORATION'S CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT. 4. WHETHER AGREEMENTS TO PROVIDE HEALTH CARE AND AGREEMENTS WITH OTHER HEALTH CARE PROVIDERS, EMPLOYEES, AND THIRD PARTY PAYORS FURTHER THE CORPORATION'S CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION OF THE CEO OF THE MEDICAL CENTER. A SECOND COMPENSATION COMMITTEE DETERMINES THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. THE COMPENSATION COMMITTEES STUDY DATA FROM INDEPENDENT SALARY SURVEYS (SUCH AS "MANAGER AND EXECUTIVE COMPENSATION IN HOSPITALS AND HEALTH SYSTEMS," WHICH IS AN ANNUAL SURVEY PREPARED BY SULLIVAN COTTER) TO UNDERSTAND COMPENSATION PAID TO SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE COMPENSATION COMMITTEES ALSO COMPILE DATA FROM OTHER TAX-EXEMPT HEALTH SYSTEMS OF SIMILAR SIZE AND COMPLEXITY AND USE THAT INFORMATION AS COMPARATIVE COMPENSATION. THE COMMITTEES USE THE INFORMATION FROM THESE SOURCES AS BENCHMARKS IN DETERMINING OFFICER AND KEY EMPLOYEE COMPENSATION. THE COMMITTEES ALSO CONSIDER OTHER FACTORS IN DETERMINING OFFICER AND KEY EMPLOYEE COMPENSATION, SUCH AS LENGTH OF EMPLOYMENT AND THEIR RESPONSIBILITIES. THE EXECUTIVE COMPENSATION COMMITTEE PERIODICALLY HIRES INDEPENDENT CONSULTANTS FOR ANALYSIS OF THE COMPENSATION OF THE MEDICAL CENTER'S CEO. THE COMMITTEES MAINTAIN CONTEMPORANEOUS DOCUMENTATION OF THE BASIS FOR THEIR DECISIONS REGARDING COMPENSATION ARRANGEMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE ON ITS WEBSITE: WWW.OAKSOFLA.COM. THE CONSOLIDATED FINANCIAL STATEMENTS (WILLIS-KNIGHTON MEDICAL CENTER AND SUBSIDIARIES) ARE AVAILABLE ON THE FOLLOWING WEBSITE: HTTP://WWW.EMMA.MSRB.ORG. FORM 990, PART VIII STATEMENT OF REVENUE, LINE 6D: MULTI-FAITH RETIREMENT SERVICES RENTS 90.85 ACRES OF LAND FOR $11,000 PER MONTH TO WILLIS-KNIGHTON MEDICAL CENTER. MULTI-FAITH RETIREMENT SERVICE RESERVES PATIENT ROOMS THAT ARE FURNISHED TO ASSIST THE SPECIAL NEEDS AND ILLNESSES OF CHEMOTHERAPY PATIENTS TO WILLIS-KNIGHTON MEDICAL CENTER FOR POTENTIAL PATIENT OVERFLOW. WILLIS-KNIGHTON MEDICAL CENTER IS THE SOLE MEMBER OF THE RETIREMENT COMMUNI POST OFFICE BOX 32600 SHREVEPORT LA 711302600 720400933 ACUTE CARE HOSPITAL LA 501(C)3 HOSPITAL 0 VIRGINIA HALL NURSING HOME DBA PROGRESSIVE CARE CENTER 2715 ALBERT BICKNELL DRIVE SHREVEPORT LA 711033925 721047744 SKILLED NURSING FACILITY LA 501(C)3 33 1/3% ORGANIZATION WILLIS-KNIGHTON MEDICAL CENTER 0 HEALTH PLUS OF LOUISIANA INC PO BOX 32600 SHREVEPORT LA 711302600 721264135 THIRD-PARTY ADMINISTRATOR LA WILLIS-KNIGHTON MEDICAL CENTER C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 WILLIS-KNIGHTON MEDICAL CENTER J 360800 FAIR MARKET VALUE