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Nonprofiteer
← LAFAYETTE GENERAL HEALTH SYSTEM INC

Form 990 for tax year 2022

Filed by LAFAYETTE GENERAL HEALTH SYSTEM INC.

What the amendment changed

Compared with the return it replaced , filed 14 November 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Listed only on the earlier return

  • PETE NOVEMBER

Listed only on the later return

  • PETER NOVEMBER

Totals

Total revenue
$218,297,858
Total expenses
$209,615,515
Contributions and grants received
$0
Grants paid
$30,067
Program services expenses (Part IX)
$176,689,650
Management and general expenses
$32,925,865
Fundraising expenses
$0
Program service expenses (Part III)
$176,689,650

Program services were 84.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRAD BROUSSARD MD

    BOARD MEMBER

    Total calculated
    $40,000
    From this org
    $0
    From related orgs
    $40,000
    Other
    $0
    Hours/week
    1 + 1 related

  • BRADLEY J CHASTANT MD

    CHIEF OF STAFF

    Total calculated
    $357,881
    From this org
    $0
    From related orgs
    $342,587
    Other
    $15,294
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $293,764 related
    Bonus
    $0 + $1,500 related
    Other
    $0 + $47,323 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $15,294 related
    Filer's total
    $0 + $357,881 related

  • CLAY ALLEN

    EMERITUS TRUSTEE NON-VOTING

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAVID WILSON

    TRUSTEE

    Total calculated
    $56,294
    From this org
    $0
    From related orgs
    $56,294
    Other
    $0
    Hours/week
    1 + 6 related

  • FRANK WALKER

    TREASURER

    Total calculated
    $722
    From this org
    $0
    From related orgs
    $722
    Other
    $0
    Hours/week
    1 + 1 related

  • JARED S QUOYESER

    BOARD MEMBER CHAIRMAN

    Total calculated
    $16,332
    From this org
    $0
    From related orgs
    $16,332
    Other
    $0
    Hours/week
    1 + 7 related

  • JENNIFER JACKSON EDD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN P SCHUTTE MD

    TRUSTEE & VICE CHAIR

    Total calculated
    $662,022
    From this org
    $0
    From related orgs
    $641,032
    Other
    $20,990
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $636,888 related
    Bonus
    $0 + $1,500 related
    Other
    $0 + $2,644 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,990 related
    Filer's total
    $0 + $662,022 related

  • JOSEPH ZANCO

    TRUSTEE (TERM END 2/2022)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MANDI MITCHELL

    BOARD MEMBER

    Total calculated
    $13,485
    From this org
    $0
    From related orgs
    $13,485
    Other
    $0
    Hours/week
    1 + 6 related

  • MARTIN BECH

    TRUSTEE (TERM END 2/2022)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARY ELLEN HENRY

    TRUSTEE & SECRETARY

    Total calculated
    $47
    From this org
    $0
    From related orgs
    $47
    Other
    $0
    Hours/week
    1 + 1 related

  • MICHAEL HULEFELD

    TRUSTEE

    Total calculated
    $4,516,646
    From this org
    $0
    From related orgs
    $4,486,995
    Other
    $29,651
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,152,888 related
    Bonus
    $0 + $1,843,500 related
    Other
    $0 + $1,490,607 related
    Deferred
    $0 + $6,800 related
    Nontaxable benefits
    $0 + $22,851 related
    Filer's total
    $0 + $4,516,646 related

  • MOLLY B THOMAS MD

    BOARD MEMBER

    Total calculated
    $728,553
    From this org
    $0
    From related orgs
    $703,070
    Other
    $25,483
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $695,109 related
    Bonus
    $0 + $1,500 related
    Other
    $0 + $6,461 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $25,483 related
    Filer's total
    $0 + $728,553 related

  • PEGGY GIGLIO

    BOARD MEMBER

    Total calculated
    $738
    From this org
    $0
    From related orgs
    $738
    Other
    $0
    Hours/week
    1 + 2 related

  • PETER NOVEMBER

    TRUSTEE

    Total calculated
    $3,953,951
    From this org
    $0
    From related orgs
    $3,923,201
    Other
    $30,750
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,211,021 related
    Bonus
    $0 + $1,496,000 related
    Other
    $0 + $1,216,180 related
    Deferred
    $0 + $6,800 related
    Nontaxable benefits
    $0 + $23,950 related
    Filer's total
    $0 + $3,953,951 related

  • RICKY MINIEX

    BOARD MEMBER

    Total calculated
    $701
    From this org
    $0
    From related orgs
    $701
    Other
    $0
    Hours/week
    1 + 1 related

  • ROBERT HART MD

    TRUSTEE

    Total calculated
    $2,179,764
    From this org
    $0
    From related orgs
    $2,015,533
    Other
    $164,231
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $971,890 related
    Bonus
    $0 + $980,000 related
    Other
    $0 + $63,643 related
    Deferred
    $0 + $146,300 related
    Nontaxable benefits
    $0 + $17,931 related
    Filer's total
    $0 + $2,179,764 related

  • WARNER THOMAS

    TRUSTEE (TERM END 11/2022)

    Total calculated
    $10,020,836
    From this org
    $0
    From related orgs
    $10,003,805
    Other
    $17,031
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,987,522 related
    Bonus
    $0 + $6,702,500 related
    Other
    $0 + $313,783 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $17,031 related
    Filer's total
    $0 + $10,020,836 related

  • WAYNE CESTIA MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • WILLIAM H FENSTERMAKER

    EMERITUS TRUSTEE NON-VOTING

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JERRY VASCOCU

    TRUSTEE (TERM BEGAN 8/22)

    Total calculated
    $663
    From this org
    $0
    From related orgs
    $663
    Other
    $0
    Hours/week
    1 + 2 related

  • RAMESH KOLLURU

    TRUSTEE (TERM BEGAN 8/22)

    Total calculated
    $668
    From this org
    $0
    From related orgs
    $668
    Other
    $0
    Hours/week
    1 + 1 related

  • CASEY HOYT

    TRUSTEE (TERM BEGAN 8/22)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • PATRICK W GANDY

    EVP,CEO LGHS, PRESIDENT

    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

  • AMANDA C LOGUE MD

    SVP/REGIONAL MEDICAL DIRECTOR

    Total calculated
    $594,151
    From this org
    $0
    From related orgs
    $570,325
    Other
    $23,826
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $462,537 related
    Bonus
    $0 + $87,809 related
    Other
    $0 + $19,979 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $23,826 related
    Filer's total
    $0 + $594,151 related

  • ROGER MATTKE

    SVP/CHIEF FINANICAL OFFICER - LGHS

    Total calculated
    $632,797
    From this org
    $0
    From related orgs
    $610,152
    Other
    $22,645
    Hours/week
    0 + 41 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

  • 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

  • DENNIS ESCHETE

    FORMER BOARD MEMBER

    Total calculated
    $139,488
    From this org
    $0
    From related orgs
    $139,488
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $139,488 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $139,488 related

  • PHILIP GACHASSIN

    FORMER BOARD MEMBER

    Total calculated
    $64,500
    From this org
    $0
    From related orgs
    $64,500
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $64,500 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $64,500 related

  • ZIAD ASHKAR

    FORMER KEY EMPLOYEE

    Total calculated
    $581,766
    From this org
    $0
    From related orgs
    $567,147
    Other
    $14,619
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $564,009 related
    Bonus
    $0 + $1,500 related
    Other
    $0 + $1,638 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $14,619 related
    Filer's total
    $0 + $581,766 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 GANDY; NO DISTRIBUTION * AMANDA LOGUE; NO DISTRIBUTION * AL PATIN; NO DISTRIBUTION * ROGER MATTKE; NO DISTRIBUTION SCHEDULE J, PART I, LINE 4B - SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN THE FOLLOWING PEOPLE PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) WHICH IS PART OF THE TERMS AND CONDITIONS OF THEIR EMPLOYMENT CONTRACTS WITH OCHSNER CLINIC FOUNDATION AND IS BASED ON A TARGETED REPLACEMENT OF A SET PERCENTAGE OF THEIR SALARY AT AGE 65. THE SERP IS CLASSIFIED AS A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THIS BENEFIT IS FUNDED IN A TRUST ACCOUNT WITH HANCOCK WHITNEY BANK. FOLLOWING IS A LIST OF PARTICIPANTS, THEIR TITLE WITH THE SPONSORING ORGANIZATION, AND ANY DISTRIBUTIONS MADE IN 2022: * WARNER THOMAS, FORMER PRESIDENT AND CHIEF EXECUTIVE OFFICER; $2,791,119 * MICHAEL HULEFELD, PRESIDENT AND CHIEF OPERATING OFFICER; DISTRIBUTION OF $644,307 * PETER NOVEMBER, CHIEF EXECUTIVE OFFICER; DISTRIBUTION OF $515,591 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
8 February 2024
IRS schema version
2022v5.0
Source object
202420409349301427

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