Civic Intelligence

Methodist Health System Foundation Inc.

990 • Fiscal year 2023 • EIN 72-1003934

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 17, 2023

360 Oak Harbor BlvdSlidell, LA 70458

(985) 726-9333

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

53rd percentile

0.43x

Higher debt load relative to revenue than 53% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

2nd percentile

-130%

Higher net margin than 2% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

70th percentile

$512,703

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 22.0% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

29th percentile

0.9%

Faster asset growth than 29% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-60%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Assets

Up

$70,912,948

Up $614,872 (+0.9%) from 2022

Net Assets

Up

$69,916,100

Up $437,883 (+0.6%) from 2022

Liabilities

Up

$996,848

Up $176,989 (+22%) from 2022

Revenue

Down

$2,329,849

Down $3,545,948 (-60%) from 2022

Expenses

Up

$5,359,082

Up $592,764 (+12%) from 2022

Net Income

Down

-$3,029,233

Down $4,138,712 (-373%) 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 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

2023

Assets$70,912,948
Liabilities$996,848
Net Assets$69,916,100

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 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

2023

Revenue$2,329,849
Expenses$5,359,082
Net Income-$3,029,233
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 17, 2023
Return Version
2022v5.0
Gross Receipts
$34,071,351
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$65,078,229$66,118,173▲ $1,039,944
Land, Buildings, and Equipment, Net$3,574,608$3,503,426▼ $71,182
Cash and Non-Interest-Bearing Accounts$616,386$616,368▼ $18
Accounts Receivable$267,136$234,481▼ $32,655
Prepaid Expenses and Deferred Charges$58,227$63,440▲ $5,213
Total Assets$70,298,076$70,912,948▲ $614,872
Other Assets Total$703,490$377,060▼ $326,430
Liabilities
Grants Payable$376,000$481,308▲ $105,308
Other Liabilities$373,815$421,955▲ $48,140
Accounts Payable and Accrued Expenses$70,044$68,585▼ $1,459
Deferred Revenue-$25,000-
Total Liabilities$819,859$996,848▲ $176,989
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$69,256,612$69,694,808▲ $438,196
Net Assets With Donor Restrictions$221,605$221,292▼ $313
Total Net Assets Fund Balance$69,478,217$69,916,100▲ $437,883
Total Liabilities and Net Assets / Fund Balance$70,298,076$70,912,948▲ $614,872

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,456,362$889,828$2,346,190
Land$2,002,390-$2,002,390
Other Land Buildings$38,769$369,958$408,727
Equipment$5,905$25,546$31,451
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wendy M BeronPresidentFT$462,472$50,231$512,703
Paul PageVP - FinanceFT$218,949$35,348$254,297
Heather SurcoufDirector of Health CentersFT$146,651$33,259$179,910
Ann Clayton ChamberlainVP - Program ManagementFT$162,149$11,583$173,732
Audra DeganNurse PractionerFT$117,369$29,013$146,382
Glenda LondonNurse PractionerFT$123,636$20,952$144,588
Patrick E MottramChairman-$40,800-$40,800
Frederick C YoungSecretaryPT$15,273-$15,273

Board Members and Trustees

NameTitle
Patrick M GibbsPast Chairman
Donald E PateVice-chairman
E Howell CrosbyBoard Member
Janine S ParkerBoard Member
Keith L WinfreyBoard Member
Larry D WinkBoard Member
Mark C RomingBoard Member
Randi G JonesBoard Member
Paula R SingletonAt Large
Natalie B CohenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$527,332
Program Service Revenue
$297,242
Investment Income
$1,496,213
Other Revenue
$9,062
All Other Contributions
$188,451
Change in Net Assets
$-3,029,233

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,173,400
Revenue Not Reported on Financial Statements
$156,449
Revenue Not Reported on Form 990
$3,623,566
Total Revenue per Audited Statements
$5,796,966
Total Revenue per Form 990
$2,329,849
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,867,181
Grants and Similar Amounts Paid$1,570,771
Other Expenses$921,130
Total Fundraising Expense$6,160
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,570,771--$1,570,771
Other Salaries and Wages$990,120$374,241-$1,364,361
Current Officers, Directors, Trustees, and Key Employees$813,001$152,340$4,823$970,164
Other Employee Benefits$237,862$15,296$247$253,405
Insurance$167,803$18,645-$186,448
Fees for Services Other$135,017$22,981$217$158,215
Payroll Taxes$113,298$32,112$303$145,713
Pension Plan Contributions$120,893$12,472$173$133,538
Occupancy$111,761$3,561-$115,322
Office Expenses$76,996$26,504$66$103,566
Depreciation Depletion$73,378$20,238$191$93,807
Fees for Services Accounting$44,779$4,975-$49,754
Other Expenses$48,845$0$0$48,845
Travel$20,232$2,134-$22,366
Advertising$4,923$3,866-$8,789
Fees for Services Legal-$1,845-$1,845
Total Functional Expenses$4,586,049$766,873$6,160$5,359,082

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,359,083
Total Expenses per Audited Statements$5,359,083
Total Expenses per Form 990$5,359,083
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Health & Education Alliance of LousisianaNew Orleans, LA501(c)(3)TO ASSIST WITH THE ORGANIZATION'S COORDINATED CARE FOR THE WHOLE CHILD PROGRAM.$173,280
CHILDREN'S HOSPITAL OF NEW ORLEANSNew Orleans, LA501(c)(3)For General Operating Support$170,000
Marillac Community Health CentersNew Orleans, LA501(c)(3)For General Operating Support$135,000
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
United Way of Southeast LouisianaNew Orleans, LA501(c)(3)For General Operating Support$100,000
Son of a SaintNew Orleans, LA501(c)(3)To Assist Mental Health Specialists Provide Counseling Services for Mothers and Families.$79,299
Via Link IncCovington, LA501(c)(3)For General Operating Support$67,308
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
University of New Orleans FoundationNew Orleans, LA501(c)(3)For General Operating Support$56,000
Bayou District FoundationNew Orleans, LA501(c)(3)For General Operating Support$50,000
Split Second Foundation IncNew Orleans, LA501(c)(3)For General Operating Support$50,000
Youth Empowerment ProjectNew Orleans, LA501(c)(3)TO ASSIST WITH THE ORGANIZATION'S CAMP MARIPOSA.$50,000
Dillard UniversityNew Orleans, LA501(c)(3)For General Operating Support$30,000
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$421,955
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
2023-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Winifred M Beron
Formed
1984
Legal Domicile
La
Voting Board Members
13
Independent Board Members
10
Employees
23
Volunteers
10

Preparer

Firm
Laporte Apac
Address
111 VETERANS MEMORIAL BLVD 600, METAIRIE, LA 70005-4958
Preparer
John S Wiles CPA
Phone
5048355522
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of life insurance policies 1,916. Loss on ipairment of land -14,100. Ertc accounting fees netted with revenue -11,140.

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 1,916. Loss on impairment of land -14,100. Rounding 1. Ertc fees netted with revenue for audit -11,140.

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IRS990/Form990PartVIISectionAGrp/PersonNm5PAULA R SINGLETON
IRS990/Form990PartVIISectionAGrp/PersonNm6NATALIE B COHEN
IRS990/Form990PartVIISectionAGrp/PersonNm7JANINE S PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm8KEITH L WINFREY
IRS990/Form990PartVIISectionAGrp/PersonNm9RANDI G JONES
IRS990/Form990PartVIISectionAGrp/PersonNm10LARRY D WINK
IRS990/Form990PartVIISectionAGrp/PersonNm11E HOWELL CROSBY
IRS990/Form990PartVIISectionAGrp/PersonNm12MARK C ROMING
IRS990/Form990PartVIISectionAGrp/PersonNm13PAUL PAGE
IRS990/Form990PartVIISectionAGrp/PersonNm14ANN CLAYTON CHAMBERLAIN
IRS990/Form990PartVIISectionAGrp/PersonNm15GLENDA LONDON
IRS990/Form990PartVIISectionAGrp/PersonNm16HEATHER SURCOUF
IRS990/Form990PartVIISectionAGrp/PersonNm17AUDRA DEGAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0481058
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt215273
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/ReportableCompFromOrgAmt13218949
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14162149
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15123636
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16147315
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17117369
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
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/TitleTxt13VP - FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP - PROGRAM MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15NURSE PRACTIONER
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF HEALTH CENTERS
IRS990/Form990PartVIISectionAGrp/TitleTxt17NURSE PRACTIONER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-13317
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt0338881
IRS990/GrantsPayableGrp/BOYAmt0376000
IRS990/GrantsPayableGrp/EOYAmt0481308
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01570771
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01570771
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt031728185
IRS990/GrossReceiptsAmt034071351
IRS990/GrossRentsGrp/RealAmt02000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt018645
IRS990/InsuranceGrp/ProgramServicesAmt0167803
IRS990/InsuranceGrp/TotalAmt0186448
IRS990/InvestmentExpenseAmt0-156449
IRS990/InvestmentIncomeGrp/ExclusionAmt01509530
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01509530
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt065078229
IRS990/InvestmentsPubTradedSecGrp/EOYAmt066118173
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01285332
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03574608
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03503426
IRS990/LandBldgEquipCostOrOtherBssAmt04788758
IRS990/LegalDomicileStateCd0LA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt031741502
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/NetAssetsOrFundBalancesBOYAmt069478217
IRS990/NetAssetsOrFundBalancesEOYAmt069916100
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-13317
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-13317
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt02000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03646889
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt069256612
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt069694808
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03561
IRS990/OccupancyGrp/ProgramServicesAmt0111761
IRS990/OccupancyGrp/TotalAmt0115322
IRS990/OfficeExpensesGrp/FundraisingAmt066
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt026504
IRS990/OfficeExpensesGrp/ProgramServicesAmt076996
IRS990/OfficeExpensesGrp/TotalAmt0103566
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0703490
IRS990/OtherAssetsTotalGrp/EOYAmt0377060
IRS990/OtherChangesInNetAssetsAmt0-23324
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0247
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt015296
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0237862
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0253405
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1EDUCATION
IRS990/OtherExpensesGrp/Desc2MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt0140
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014805
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt160858
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt054185
IRS990/OtherExpensesGrp/ProgramServicesAmt12185
IRS990/OtherExpensesGrp/ProgramServicesAmt248845
IRS990/OtherExpensesGrp/TotalAmt069130
IRS990/OtherExpensesGrp/TotalAmt163043
IRS990/OtherExpensesGrp/TotalAmt248845
IRS990/OtherLiabilitiesGrp/BOYAmt0373815
IRS990/OtherLiabilitiesGrp/EOYAmt0421955
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0DRUG SCREENS
IRS990/OtherRevenueMiscGrp/Desc1OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06950
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1112
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06950
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1112
IRS990/OtherRevenueTotalAmt07062
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0374241
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0990120
IRS990/OtherSalariesAndWagesGrp/TotalAmt01364361
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0303
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt032112
IRS990/PayrollTaxesGrp/ProgramServicesAmt0113298
IRS990/PayrollTaxesGrp/TotalAmt0145713
IRS990/PensionPlanContributionsGrp/FundraisingAmt0173
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt012472
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0120893
IRS990/PensionPlanContributionsGrp/TotalAmt0133538
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt058227
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt063440
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/RelatedOrExemptFuncIncomeAmt0250828
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt146414
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0250828
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt146414
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/ExpenseAmt0116733
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt046414
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/ExpenseAmt02381042
IRS990/ProgSrvcAccomActy3Grp/GrantAmt01570771
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/PYContributionsGrantsAmt0508160
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01228680
IRS990/PYInvestmentIncomeAmt05017870
IRS990/PYOtherExpensesAmt01121775
IRS990/PYOtherRevenueAmt02920
IRS990/PYProgramServiceRevenueAmt0346847
IRS990/PYRevenuesLessExpensesAmt01109479
IRS990/PYSalariesCompEmpBnftPaidAmt02415863
IRS990/PYTotalExpensesAmt04766318
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05875797
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-3029233
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt02000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0257890
IRS990ScheduleA/HospitalInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED

Document Assets

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Filings

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
2023Detailed filing. Detailed filing data is available for this year.$70.9$1.00$69.9$2.33$5.36$3.03
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