Civic Intelligence

Methodist Health System Foundation Inc.

990 • Fiscal year 2022 • EIN 72-1003934

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

Organization ProfileWWW.MHSFI.ORG
360 Oak Harbor BlvdSlidell, LA 70458

(985) 726-9333

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$70,298,076

Flat from 2022

Net Assets

Flat

$69,478,217

Flat from 2022

Liabilities

Flat

$819,859

Flat from 2022

Revenue And Expenses

Revenue

Flat

$5,875,797

Flat from 2022

Expenses

Flat

$4,766,318

Flat from 2022

Net Income

Flat

$1,109,479

Flat from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2010: $73,355,080Liabilities 2010: $4,831,919Net Assets 2010: $68,523,1612010Assets 2011: $82,140,403Liabilities 2011: $2,797,193Net Assets 2011: $79,343,2102011Assets 2012: $73,722,781Liabilities 2012: $1,977,440Net Assets 2012: $71,745,3412012Assets 2013: $75,752,722Liabilities 2013: $1,344,694Net Assets 2013: $74,408,0282013Assets 2014: $80,883,562Liabilities 2014: $850,205Net Assets 2014: $80,033,3572014Assets 2015: $75,437,545Liabilities 2015: $715,785Net Assets 2015: $74,721,7602015Assets 2016: $72,616,098Liabilities 2016: $945,308Net Assets 2016: $71,670,7902016Assets 2017: $75,835,457Liabilities 2017: $724,109Net Assets 2017: $75,111,3482017Assets 2018: $75,626,941Liabilities 2018: $477,033Net Assets 2018: $75,149,9082018Assets 2019: $75,467,752Liabilities 2019: $773,258Net Assets 2019: $74,694,4942019Assets 2020: $71,781,797Liabilities 2020: $972,398Net Assets 2020: $70,809,3992020Assets 2021: $89,482,931Liabilities 2021: $688,176Net Assets 2021: $88,794,7552021Assets 2022: $70,298,076Liabilities 2022: $819,859Net Assets 2022: $69,478,2172022Assets 2022: $70,298,076Liabilities 2022: $819,859Net Assets 2022: $69,478,2172022Assets 2023: $70,912,948Liabilities 2023: $996,848Net Assets 2023: $69,916,1002023Assets 2024: $73,796,582Liabilities 2024: $751,259Net Assets 2024: $73,045,3232024Assets 2025: $73,962,700Liabilities 2025: $682,087Net Assets 2025: $73,280,6132025

Highlighted filing

2022

Assets$70,298,076
Liabilities$819,859
Net Assets$69,478,217
Open 2022 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $5,000,0802010Expenses 2011: $4,911,1052011Expenses 2012: $5,222,3682012Expenses 2013: $4,340,1232013Revenue 2014: $3,803,541Expenses 2014: $4,634,361Net Income 2014: -$830,8202014Revenue 2015: $5,158,378Expenses 2015: $4,927,881Net Income 2015: $230,4972015Revenue 2016: $2,031,402Expenses 2016: $4,676,623Net Income 2016: -$2,645,2212016Revenue 2017: $4,917,493Expenses 2017: $4,356,756Net Income 2017: $560,7372017Revenue 2018: $7,894,485Expenses 2018: $4,542,694Net Income 2018: $3,351,7912018Revenue 2019: $2,786,537Expenses 2019: $4,750,134Net Income 2019: -$1,963,5972019Revenue 2020: $1,816,756Expenses 2020: $4,879,972Net Income 2020: -$3,063,2162020Revenue 2021: $5,846,943Expenses 2021: $4,842,019Net Income 2021: $1,004,9242021Revenue 2022: $5,875,797Expenses 2022: $4,766,318Net Income 2022: $1,109,4792022Revenue 2022: $5,875,797Expenses 2022: $4,766,318Net Income 2022: $1,109,4792022Revenue 2023: $2,329,849Expenses 2023: $5,359,082Net Income 2023: -$3,029,2332023Revenue 2024: $4,377,651Expenses 2024: $5,346,770Net Income 2024: -$969,1192024Revenue 2025: $3,813,358Expenses 2025: $5,276,136Net Income 2025: -$1,462,7782025

Highlighted filing

2022

Revenue$5,875,797
Expenses$4,766,318
Net Income$1,109,479
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$49,855,658
Mission and Program Overview

Mission

To focus on the support, development, and management of health-related programs and services for the new orleans metro area.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$84,236,093$65,078,229▼ $19,157,864
Land, Buildings, and Equipment, Net$3,650,079$3,574,608▼ $75,471
Cash and Non-Interest-Bearing Accounts$607,636$616,386▲ $8,750
Accounts Receivable$79,225$267,136▲ $187,911
Prepaid Expenses and Deferred Charges$193,217$58,227▼ $134,990
Total Assets$89,482,931$70,298,076▼ $19,184,855
Other Assets Total$716,681$703,490▼ $13,191
Liabilities
Grants Payable$328,000$376,000▲ $48,000
Other Liabilities$308,648$373,815▲ $65,167
Accounts Payable and Accrued Expenses$51,528$70,044▲ $18,516
Total Liabilities$688,176$819,859▲ $131,683
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$88,576,145$69,256,612▼ $19,319,533
Net Assets With Donor Restrictions$218,610$221,605▲ $2,995
Total Net Assets Fund Balance$88,794,755$69,478,217▼ $19,316,538
Total Liabilities and Net Assets / Fund Balance$89,482,931$70,298,076▼ $19,184,855

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,503,279$825,448$2,328,727
Land$2,016,490-$2,016,490
Other Land Buildings$45,811$373,282$419,093
Equipment$9,028$22,423$31,451
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wendy M BeronPresidentFT$429,662$19,812$449,474
Paul PageVP - FinanceFT$210,838$36,869$247,707
Ann Clayton ChamberlainVP - Program ManagementFT$152,228$11,122$163,350
Heather SurcoufDirector of Health CentersFT$120,399$34,737$155,136
Glenda LondonNurse PractionerFT$119,873$27,652$147,525
Audra DeganNurse PractionerFT$109,992$32,861$142,853
Patrick E MottramChairman-$44,200-$44,200

Board Members and Trustees

NameTitle
Patrick M GibbsPast Chairman
Donald E PateVice-chairman
Brandon TnelsonBoard Member
E Howell CrosbyBoard Member
Joseph a LabatBoard Member
Larry D WinkBoard Member
Mark C RomingBoard Member
Mary B GiraudBoard Member
Paula R SingletonBoard Member
Natalie B CohenAt Large
Frederick C YoungSecretary
Judy S DawsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$508,160
Program Service Revenue
$346,847
Investment Income
$5,017,870
Other Revenue
$2,920
All Other Contributions
$4,000
Change in Net Assets
$1,109,479

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,602,319
Revenue Not Reported on Financial Statements
$273,478
Revenue Not Reported on Form 990
$-20,152,539
Total Revenue per Audited Statements
$-14,550,220
Total Revenue per Form 990
$5,875,797
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,415,863
Grants and Similar Amounts Paid$1,228,680
Other Expenses$1,121,775
Total Fundraising Expense$5,747
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$990,189$303,380-$1,293,569
Grants to Domestic Orgs$1,228,680--$1,228,680
Current Officers, Directors, Trustees, and Key Employees$716,477$142,171$4,458$863,106
Insurance$403,601$43,150$227$446,978
Payroll Taxes$105,233$27,482$275$132,990
Fees for Services Other$114,159$16,380$164$130,703
Pension Plan Contributions$114,152$11,874$172$126,198
Occupancy$104,958$2,560-$107,518
Office Expenses$82,824$24,286$67$107,177
Depreciation Depletion$79,059$20,096$201$99,356
Fees for Services Accounting$40,950$4,550-$45,500
Travel$23,805$2,269-$26,074
Advertising$4,037$7,032-$11,069
Other Expenses$3,352$3,871$183$7,223
Fees for Services Legal-$2,720-$2,720
Total Functional Expenses$4,130,420$630,151$5,747$4,766,318

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,766,318
Total Expenses per Audited Statements$4,766,318
Total Expenses per Form 990$4,766,318
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Covenant House New OrleansNew Orleans, LA501(c)(3)TO ASSIST THE ORGANIZATION'S RIGHTS OF PASSAGE PROGRAM: A UNIVERSITY FOR STREET KIDS PROGRAM$150,000
Son of a SaintNew Orleans, LA501(c)(3)691 - 10/18/21 02:38PM WORKSHEET SCHEDULE I$113,878
New Orleans MissionNew Orleans, LA501(c)(3)For General Operating Support$100,000
Ozanam InnNew Orleans, LA501(c)(3)For General Operating Support$100,000
The 18th WardNew Orleans, LA501(c)(3)For General Operating Support$100,000
LOUISIANA CENTER FOR CHILDREN'S RIGHTSNew Orleans, LA501(c)(3)To Assist the Organization in With Its Juvenile Public Defenders Program.$80,000
Southeastern Louisiana University FoundationHammond, LA501(c)(3)For General Operating Support$73,600
Bastion Community of ResilenceNew Orleans, LA501(c)(3)For General Operating Support$60,000
Communities in Schools of Greater New OrleansNew Orleans, LA501(c)(3)To Assist the Organization With Supporting At-risk Students With Case Management Services.$60,000
LUKE'S HOUSENew Orleans, LA501(c)(3)For General Operating Support$60,000
New Orleans Police and Justice Foundation IncMetairie, LA501(c)(3)To Assist With the Funding of the Real Time Crime Center in New Orleans East.$50,000
Lsu Health FoundationNew Orleans, LA501(c)(3)For General Operating Support$45,000
Youth Empowerment ProjectNew Orleans, LA501(c)(3)TO ASSIST WITH THE ORGANIZATION'S CAMP MARIPOSA.$45,000
Health & Education Alliance of LousisianaNew Orleans, LA501(c)(3)TO ASSIST WITH THE ORGANIZATION'S COORDINATED CARE FOR THE WHOLE CHILD PROGRAM.$13,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll and Related Liabilities$373,815
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Methodist Health System Foundation Inc
EIN
72-1003934
Phone
9857269333
Address
360 OAK HARBOR BLVD, SLIDELL, LA 70458

Signing Officer

Name
Winifred M Beron
Title
President
Phone
9857269333
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Winifred M Beron
Formed
1984
Legal Domicile
La
Voting Board Members
14
Independent Board Members
13
Employees
23
Volunteers
13

Preparer

Firm
Laporte Apac
Address
5100 VILLAGE WALK SUITE 300, COVINGTON, LA 70433
Preparer
John S Wiles CPA
Phone
9858925850
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of life insurance policies -11,330.”

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.”

Financial Statement Notes

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 -11,330.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14210838
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15152228
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16119873
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17120399
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18109992
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3PAST CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP - FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP - PROGRAM MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16NURSE PRACTIONER
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF HEALTH CENTERS
IRS990/Form990PartVIISectionAGrp/TitleTxt18NURSE PRACTIONER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01401215
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt0504160
IRS990/GrantsPayableGrp/BOYAmt0328000
IRS990/GrantsPayableGrp/EOYAmt0376000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01228680
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01228680
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt045381076
IRS990/GrossReceiptsAmt049855658
IRS990/GrossRentsGrp/RealAmt02000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt0227
IRS990/InsuranceGrp/ManagementAndGeneralAmt043150
IRS990/InsuranceGrp/ProgramServicesAmt0403601
IRS990/InsuranceGrp/TotalAmt0446978
IRS990/InvestmentExpenseAmt0-273478
IRS990/InvestmentIncomeGrp/ExclusionAmt03616655
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03616655
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt084236093
IRS990/InvestmentsPubTradedSecGrp/EOYAmt065078229
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01221153
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03650079
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03574608
IRS990/LandBldgEquipCostOrOtherBssAmt04795761
IRS990/LegalDomicileStateCd0LA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt043979861
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FOCUS ON THE SUPPORT, DEVELOPMENT, AND MANAGEMENT OF HEALTH-RELATED PROGRAMS AND SERVICES FOR THE NEW ORLEANS METRO AREA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt088794755
IRS990/NetAssetsOrFundBalancesEOYAmt069478217
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01401215
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01401215
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt02000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-20141209
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt088576145
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt069256612
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02560
IRS990/OccupancyGrp/ProgramServicesAmt0104958
IRS990/OccupancyGrp/TotalAmt0107518
IRS990/OfficeExpensesGrp/FundraisingAmt067
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt024286
IRS990/OfficeExpensesGrp/ProgramServicesAmt082824
IRS990/OfficeExpensesGrp/TotalAmt0107177
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0716681
IRS990/OtherAssetsTotalGrp/EOYAmt0703490
IRS990/OtherChangesInNetAssetsAmt0-11330
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc2EDUCATION
IRS990/OtherExpensesGrp/FundraisingAmt0183
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018330
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13871
IRS990/OtherExpensesGrp/ProgramServicesAmt072297
IRS990/OtherExpensesGrp/ProgramServicesAmt146647
IRS990/OtherExpensesGrp/ProgramServicesAmt23352
IRS990/OtherExpensesGrp/TotalAmt090810
IRS990/OtherExpensesGrp/TotalAmt146647
IRS990/OtherExpensesGrp/TotalAmt27223
IRS990/OtherLiabilitiesGrp/BOYAmt0308648
IRS990/OtherLiabilitiesGrp/EOYAmt0373815
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0920
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0920
IRS990/OtherRevenueTotalAmt0920
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0303380
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0990189
IRS990/OtherSalariesAndWagesGrp/TotalAmt01293569
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0275
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt027482
IRS990/PayrollTaxesGrp/ProgramServicesAmt0105233
IRS990/PayrollTaxesGrp/TotalAmt0132990
IRS990/PensionPlanContributionsGrp/FundraisingAmt0172
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011874
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0114152
IRS990/PensionPlanContributionsGrp/TotalAmt0126198
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0193217
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt058227
IRS990/PrincipalOfficerNm0WINIFRED M BERON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1621500
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL BASED HEALTH CARE
IRS990/ProgramServiceRevenueGrp/Desc1PHYSICIAN BILLING SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0306627
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt140220
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0306627
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt140220
IRS990/ProgSrvcAccomActy2Grp/Desc0MANAGEMENT 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt097678
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt040220
IRS990/ProgSrvcAccomActy3Grp/Desc0OTHER SERVICES PERFORMED AND EXPENSES INCURRED IN CONNECTION WITH THE PROMOTION OF HEALTH OF PERSONS WITHIN THE FOUNDATION'S SERVICE AREA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01987341
IRS990/ProgSrvcAccomActy3Grp/GrantAmt01228680
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER SERVICES PERFORMED AND EXPENSES INCURRED IN CONNECTION WITH THE PROMOTION OF HEALTH OF PERSONS WITHIN THE FOUNDATION'S SERVICE AREA.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0647090
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01250145
IRS990/PYInvestmentIncomeAmt04877109
IRS990/PYOtherExpensesAmt01366408
IRS990/PYOtherRevenueAmt02092
IRS990/PYProgramServiceRevenueAmt0320652
IRS990/PYRevenuesLessExpensesAmt01004924
IRS990/PYSalariesCompEmpBnftPaidAmt02225466
IRS990/PYTotalExpensesAmt04842019
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05846943
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01109479
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt02000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0306627
IRS990ScheduleA/HospitalInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,298,076
Liabilities
$819,859
Net assets
$69,478,217
Revenue
$5,875,797
Expenses
$4,766,318
Net income
$1,109,479
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.0$0.68$73.3$3.81$5.28$1.46
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.8$0.75$73.0$4.38$5.35$0.97
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.9$1.00$69.9$2.33$5.36$3.03
2022Detailed filing. Detailed filing data is available for this year.$70.3$0.82$69.5$5.88$4.77$1.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.3$0.82$69.5$5.88$4.77$1.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.5$0.69$88.8$5.85$4.84$1.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.8$0.97$70.8$1.82$4.88$3.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.5$0.77$74.7$2.79$4.75$1.96
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.6$0.48$75.1$7.89$4.54$3.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.8$0.72$75.1$4.92$4.36$0.56
2016Detailed filing. Detailed filing data is available for this year.$72.6$0.95$71.7$2.03$4.68$2.65
2015Detailed filing. Detailed filing data is available for this year.$75.4$0.72$74.7$5.16$4.93$0.23
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.9$0.85$80.0$3.80$4.63$0.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.8$1.34$74.4$4.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.7$1.98$71.7$5.22
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.1$2.80$79.3$4.91
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.4$4.83$68.5$5.00