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Nonprofiteer
← LAFAYETTE HEALTH VENTURES INC

Form 990 for tax year 2022

Filed by LAFAYETTE HEALTH VENTURES INC.

Totals

Total revenue
$44,754,958
Total expenses
$93,005,461
Contributions and grants received
$1,832,899
Grants paid
$22,143
Program services expenses (Part IX)
$88,789,994
Management and general expenses
$4,215,467
Fundraising expenses
$0
Program service expenses (Part III)
$88,789,994

Program services were 95.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KIMBERLY H DOOLEY

    CHIEF ADMINISTRATIVE OFFICER/BOARD MEMBER - NON VO

    Total calculated
    $315,382
    From this org
    $0
    From related orgs
    $298,801
    Other
    $16,581
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,164 related
    Bonus
    $0 + $29,407 related
    Other
    $0 + $1,230 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $16,581 related
    Filer's total
    $0 + $315,382 related

  • MICHAEL ALEXANDER MD

    BOARD MEMBER/EMPLOYED PHYSICIAN

    Total calculated
    $320,309
    From this org
    $0
    From related orgs
    $299,909
    Other
    $20,400
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $292,606 related
    Bonus
    $0 + $1,500 related
    Other
    $0 + $5,803 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,400 related
    Filer's total
    $0 + $320,309 related

  • MICHAEL S CAIN MD

    BOARD MEMBER/EMPLOYED PHYSICIAN

    Total calculated
    $902,084
    From this org
    $0
    From related orgs
    $882,632
    Other
    $19,452
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $876,149 related
    Bonus
    $0 + $1,500 related
    Other
    $0 + $4,983 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $19,452 related
    Filer's total
    $0 + $902,084 related

  • PATRICK W GANDY

    BOARD MEMBER/CHAIR

    Total calculated
    $939,191
    From this org
    $0
    From related orgs
    $917,458
    Other
    $21,733
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $674,273 related
    Bonus
    $0 + $201,003 related
    Other
    $0 + $42,182 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $21,733 related
    Filer's total
    $0 + $939,191 related

  • ROGER MATTKE

    BOARD MEMBER - NON VOTING

    Total calculated
    $632,797
    From this org
    $0
    From related orgs
    $610,152
    Other
    $22,645
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $484,576 related
    Bonus
    $0 + $109,217 related
    Other
    $0 + $16,359 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $22,645 related
    Filer's total
    $0 + $632,797 related

  • AL J PATIN

    FORMER BOARD MEMBER

    Total calculated
    $585,188
    From this org
    $0
    From related orgs
    $560,449
    Other
    $24,739
    Hours/week
    0 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $422,209 related
    Bonus
    $0 + $110,248 related
    Other
    $0 + $27,992 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $24,739 related
    Filer's total
    $0 + $585,188 related

  • DAVID L CALLECOD

    FORMER BOARD MEMBER

    Total calculated
    $1,121,425
    From this org
    $0
    From related orgs
    $1,091,127
    Other
    $30,298
    Hours/week
    0 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $815,616 related
    Bonus
    $0
    Other
    $0 + $275,511 related
    Deferred
    $0 + $6,800 related
    Nontaxable benefits
    $0 + $23,498 related
    Filer's total
    $0 + $1,121,425 related

  • BRIAN E ETIER JR

    FORMER HIGHEST COMPENSATED

    Total calculated
    $966,356
    From this org
    $0
    From related orgs
    $942,819
    Other
    $23,537
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $937,968 related
    Bonus
    $0 + $1,500 related
    Other
    $0 + $3,351 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $23,537 related
    Filer's total
    $0 + $966,356 related

  • EDWARD YERGER

    FORMER HIGHEST COMPENSATED

    Total calculated
    $942,799
    From this org
    $0
    From related orgs
    $922,806
    Other
    $19,993
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $918,367 related
    Bonus
    $0
    Other
    $0 + $4,439 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $19,993 related
    Filer's total
    $0 + $942,799 related

  • MOHAMAD A ALLAM

    FORMER HIGHEST COMPENSATED

    Total calculated
    $1,321,780
    From this org
    $0
    From related orgs
    $1,298,522
    Other
    $23,258
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,296,234 related
    Bonus
    $0 + $1,500 related
    Other
    $0 + $788 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $23,258 related
    Filer's total
    $0 + $1,321,780 related

  • PAUL BUZHARDT

    FORMER HIGHEST COMPENSATED

    Total calculated
    $946,122
    From this org
    $0
    From related orgs
    $922,666
    Other
    $23,456
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $918,042 related
    Bonus
    $0 + $1,500 related
    Other
    $0 + $3,124 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $23,456 related
    Filer's total
    $0 + $946,122 related

  • VICTOR E TEDESCO

    FORMER HIGHEST COMPENSATED

    Total calculated
    $1,620,962
    From this org
    $0
    From related orgs
    $1,602,082
    Other
    $18,880
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,598,133 related
    Bonus
    $0 + $1,500 related
    Other
    $0 + $2,449 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $18,880 related
    Filer's total
    $0 + $1,620,962 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE OFFICERS OF THE ORGANIZATION ARE NOT COMPENSATED BY THE ORGANIZATION, BUT ARE COMPENSATED BY RELATED ORGANIZATIONS FOR THEIR ROLES AS OFFICERS AND EXECUTIVES OF THE OCHSNER CLINIC FOUNDATION. THE METHODS USED INCLUDE A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACTS, A COMPENSATION SURVEY, AND APPROVAL BY THE COMPENSATION COMMITTEE.
PART I, LINES 4A-B
SCHEDULE J PART I, LINE 4A SEVERANCE PAYMENTS THE FOLLOWING SEVERANCE PAYMENT WAS MADE IN 2022, PURSUANT TO THE TERMS OF A SEPARATION AGREEMENT: * DAVID L CALLECOD, FORMER OFFICER, IN THE AMOUNT OF $119,360.16 SCHEDULE J PART I, LINE 4B THE FOLLOWING PEOPLE PARTICIPATE 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: * PATRICK W GANDY - NO DISTRIBUTION * ROGER MATTKE - NO DISTRIBUTION * AL J PATIN - NO DISTRIBUTION SCHEDULE J, PART I, LINE 4B - SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN LAFAYETTE GENERAL'S CHIEF FINANCIAL OFFICER, ROGER MATTKE, IS PROVIDED WITH A LIFE INSURANCE POLICY WHEREBY PREMIUMS ARE PAID BY THE EMPLOYER, AND PREMIUMS WILL BE RECOVERED AT DEATH OR TERMINATION OF THE AGREEMENT. THE PREMIUMS ARE INCLUDED AS TAXABLE COMPENSATION. TAXATION IS DETERMINED UNDER THE "ECONOMIC BENEFIT" REGIME, UNDER THE "GRANDFATHERING" RULES SET FORTH IN IRS NOTICE 2002-8.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202303189349308295

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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