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← KAPLAN GENERAL HOSPITAL INC

Form 990 for tax year 2022

Filed by KAPLAN GENERAL HOSPITAL INC.

Totals

Total revenue
$29,392,612
Total expenses
$26,901,518
Contributions and grants received
$2,043,219
Grants paid
$6,250
Program service revenue
$26,199,688
Investment income
$13,665
Other revenue
$1,136,040
Total assets, end of year
$23,098,704
Total liabilities, end of year
$5,161,889
Net assets or fund balances, end of year
$17,936,815
Program services expenses (Part IX)
$23,927,669
Management and general expenses
$2,973,849
Fundraising expenses
$0
Program service expenses (Part III)
$23,927,669

Program services were 88.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $2,043,219

  • 2a · Program service revenue: PATIENT REVENUE

    total $26,199,688 · related or exempt $25,909,867 · unrelated business $286,897 · excluded $2,924

  • 3 · Investment income

    total $13,665 · excluded $13,665

  • 6a · Gross rents

    real property $13,450

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $13,450

  • 6d · Net rental income or loss

    total $13,450 · excluded $13,450

  • 11a · Other revenue: MANAGEMENT SERVICES

    total $820,937 · excluded $820,937

  • 11b · Other revenue: RESEARCH

    total $301,653 · related or exempt $301,653

  • 11e · Other revenue, total

    $1,122,590

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,250 · program services $6,250

  • 7 · Other salaries and wages

    total $10,471,851 · program services $9,262,225 · management and general $1,209,626

  • 9 · Other employee benefits

    total $1,321,822 · program services $1,152,892 · management and general $168,930

  • 10 · Payroll taxes

    total $625,972 · program services $540,408 · management and general $85,564

  • 11a · Fees: management

    total $540 · program services $540

  • 11g · Fees: other

    total $3,984,640 · program services $3,942,328 · management and general $42,312

  • 12 · Advertising and promotion

    total $36,207 · program services $25,395 · management and general $10,812

  • 13 · Office expenses

    total $196,558 · program services $150,241 · management and general $46,317

  • 14 · Information technology

    total $24,570 · program services $23,923 · management and general $647

  • 16 · Occupancy

    total $1,856,532 · program services $831,066 · management and general $1,025,466

  • 17 · Travel

    total $10,290 · program services $5,505 · management and general $4,785

  • 19 · Conferences, conventions and meetings

    total $7,761 · program services $3,547 · management and general $4,214

  • 20 · Interest

    total $192 · management and general $192

  • 22 · Depreciation, depletion and amortization

    total $226,309 · program services $151,368 · management and general $74,941

  • 24a · Other expenses: UBIT

    total $23,095 · program services $0 · management and general $23,095

  • 24b · Other expenses: ALLOCATED OVERHEAD

    total $3,445,489 · program services $3,445,489

  • 24c · Other expenses: COMMUNITY BENEFIT

    total $1,932,000 · program services $1,932,000

  • 24d · Other expenses: MED SUPPL, ORGANS, DRUG

    total $1,782,070 · program services $1,772,451 · management and general $9,619

  • 24e · All other expenses

    total $949,370 · program services $682,041 · management and general $267,329

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $969 · end of year $17,794

  • 4 · Accounts receivable

    beginning of year $3,331,857 · end of year $3,700,812

  • 8 · Inventories for sale or use

    beginning of year $476,429 · end of year $390,865

  • 9 · Prepaid expenses and deferred charges

    beginning of year $119,541 · end of year $25,103

  • 10a · Land, buildings and equipment: cost or other basis

    $1,679,189

  • 10b · Land, buildings and equipment: accumulated depreciation

    $404,949

  • 10c · Land, buildings and equipment, net

    beginning of year $1,090,175 · end of year $1,274,240

  • 15 · Other assets

    beginning of year $19,165,929 · end of year $17,689,890

  • 17 · Accounts payable and accrued expenses

    beginning of year $946,299 · end of year $601,393

  • 19 · Deferred revenue

    beginning of year $1,453,005 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $1,350,597 · end of year $1,167,332

  • 25 · Other liabilities

    beginning of year $4,989,278 · end of year $3,393,164

  • 27 · Net assets without donor restrictions

    beginning of year $15,445,721 · end of year $17,936,815

Mission and programs · 2022

Mission

ABROM KAPLAN MEMORIAL HOSPITAL'S MISSION IS TO MAKE AVAILABLE QUALITY CARE SERVICES TO OUR COMMUNITY CONSITUENTS IN A PROFICIENT, DEDICATED AND COMPASSIONATE MANNER.

  • PROGRAM SERVICES STATISTICS RELATED TO PROVIDING COMMUNITY MEDICAL CARE FOR THE HOSPITAL DURING FYE 12/31/22 WERE:35 LICENSED BEDS, 4,372 TOTAL PATIENT DAYS, 6,899 EMERGENCY ROOM VISITS, 24 INPATIENT SURGERIES AND 284 OUTPATIENT SURGERIES.

    Expenses $23,927,669 · Grants $6,250 · Revenue $26,211,520

As filed on the 2022 return.

Listed in Part VII

  • Al J Patin

    CHAIRMAN

    Total calculated
    $585,188
    From this org
    $0
    From related orgs
    $560,449
    Other
    $24,739
    Hours/week
    1 + 41 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

  • Mona V Herbert

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Scott J Bergeaux MD

    CHIEF OF STAFF - NONVOTING

    Total calculated
    $391,758
    From this org
    $0
    From related orgs
    $372,104
    Other
    $19,654
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $355,958 related
    Bonus
    $0 + $1,500 related
    Other
    $0 + $14,646 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $19,654 related
    Filer's total
    $0 + $391,758 related

  • Winnie B Broussard

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bryce Quebodeaux

    HOSPITAL CHIEF EXECUTIVE OFFICER

    Total calculated
    $185,120
    From this org
    $0
    From related orgs
    $178,211
    Other
    $6,909
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $150,995 related
    Bonus
    $0 + $20,670 related
    Other
    $0 + $6,546 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $6,909 related
    Filer's total
    $0 + $185,120 related

  • David L Callecod

    FORMER CHAIRMAN

    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

  • Patrick W Gandy

    FORMER CHAIRMAN

    Total calculated
    $939,191
    From this org
    $0
    From related orgs
    $917,458
    Other
    $21,733
    Hours/week
    0 + 46 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

  • Helen Love

    FORMER HIGHEST COMPENSATED

    Total calculated
    $159,702
    From this org
    $0
    From related orgs
    $158,789
    Other
    $913
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,432 related
    Bonus
    $0 + $5,593 related
    Other
    $0 + $764 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $913 related
    Filer's total
    $0 + $159,702 related

  • John Cleveland

    FORMER HIGHEST COMPENSATED

    Total calculated
    $174,475
    From this org
    $0
    From related orgs
    $165,677
    Other
    $8,798
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $134,870 related
    Bonus
    $0 + $22,749 related
    Other
    $0 + $8,058 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $8,798 related
    Filer's total
    $0 + $174,475 related

  • Steve P Schexnaider Sr

    FORMER HIGHEST COMPENSATED

    Total calculated
    $145,729
    From this org
    $0
    From related orgs
    $144,856
    Other
    $873
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $122,126 related
    Bonus
    $0 + $18,230 related
    Other
    $0 + $4,500 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $873 related
    Filer's total
    $0 + $145,729 related

  • Trish L Henry

    FORMER HIGHEST COMPENSATED

    Total calculated
    $172,975
    From this org
    $0
    From related orgs
    $165,884
    Other
    $7,091
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $130,217 related
    Bonus
    $0 + $29,775 related
    Other
    $0 + $5,892 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $7,091 related
    Filer's total
    $0 + $172,975 related

  • William Gardiner

    FORMER HIGHEST COMPENSATED

    Total calculated
    $162,792
    From this org
    $0
    From related orgs
    $148,294
    Other
    $14,498
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $123,754 related
    Bonus
    $0 + $20,040 related
    Other
    $0 + $4,500 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $14,498 related
    Filer's total
    $0 + $162,792 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, and on a Form 990-PF Part VIII's — 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

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Answered no

  • 4a · Severance or change-of-control payment
  • 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 4B-C
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 * AL J PATIN; NO DISTRIBUTION

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

No itemized grants to organizations 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • IMPACT TALENT SOLUTIONS I LLC (BEG 082022)

    RELATED · STAFFING SERVICES · DE

    Directly controlled by OCHSNER HOLDCO CORPORATION

  • MERIDIAN SURGERY CENTER LLC (BEG 072022)

    RELATED · AMBULATORY SURGERY CENTER · MS

    Directly controlled by RUSH MEDICAL FOUNDATION OCHSNER RUSH MEDICAL CENTER

  • MTS-LGH THERAPY SERVICES LLC MCLEOD-TRAHAN-SHEFFIELD PHYSICAL THERAPY SER

    RELATED · PHYSICAL THERAPY · LA

    Directly controlled by LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL

  • OCHSNER KIDNEY CARE LLC

    RELATED · RENAL DIALYSIS CENTERS · LA

    Directly controlled by OCHSNER CLINIC FOUNDATION

  • OIL CENTER SURGICAL PLAZA LLC

    RELATED · SURGERY CENTER · LA

    Directly controlled by LAFAYETTE GENERAL MEDICAL CENTER INC OCHSNER LAFAYETTE GENERAL MEDICAL C

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • COMMUNITY MEDICAL GROUP-ST CHARLES INC

    C · CLINICAL SERVICES · LA

    Directly controlled by SATYR CLINICAL SERVICES INC

  • DEUTERON REALTY

    C · NOMINEE REAL ESTATE CORPORATION · LA

    Directly controlled by OCHSNER CLINIC FOUNDATION

  • HYDRA CLINICAL SERVICES INC

    C · MEDICAL SERVICES-INDIGENT CARE · LA

    Directly controlled by OCHSNER CLINIC FOUNDATION

  • LG INDEMNITY COMPANY LTD

    C · CAPTIVE INSURANCE · CJ

    Directly controlled by LAFAYETTE GENERAL HEALTH SYSTEM INC OCHSNER LAFAYETTE GENERAL

  • MANAGED HEALTH CARE INC (BEG 072022)

    C · MANAGED HEALTHCARE · MS

    Directly controlled by RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH

  • MILLENNIUM HEALTHCARE MANAGEMENT INC

    C · MEDICAL SERVICES · LA

    Directly controlled by OCHSNER URGENT CARE 1 LLC

  • OCHSNER DIVERSIFIED BUSINESS CORPORATION

    C · MEDICAL SUPPLIES MANUFACTURING · DE

    Directly controlled by OCHSNER HOLDCO CORPORATION

  • OCHSNER HEALTH PLAN INC

    C · INSURANCE-HEALTH MAINTENANCE ORGANIZATION · LA

    Directly controlled by OHPI LLC

  • OCHSNER HOLDCO CORPORATION

    C · HOLDING COMPANY · DE

    Directly controlled by OCHSNER CLINIC FOUNDATION

  • OCHSNER LWHA CORPORATION

    C · MEDICAL SERVICES-WOMENS · DE

    Directly controlled by OCHSNER HOLDCO CORPORATION

  • PEAVEY INVESTMENT COMPANY INC (BEG 072022)

    C · PROPERTY RENTAL · MS

    Directly controlled by RUSH SERVICE COMPANY INC

  • PHYSICIAN MANAGEMENT SERVICES INC (BEG 072022)

    C · HEALTHCARE MANAGEMENT · MS

    Directly controlled by PHYSICIAN SERVICES LLC

  • RURAL HEALTHCARE MANAGEMENT INC (BEG 072022)

    C · HEALTHCARE MANAGEMENT · MS

    Directly controlled by RUSH SERVICE COMPANY INC

  • RUSH SERVICE COMPANY INC (BEG 072022)

    C · PROPERTY RENTAL · MS

    Directly controlled by RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH

  • SATYR CLINICAL SERVICES INC

    C · MEDICAL SERVICES-INDIGENT CARE · LA

    Directly controlled by OCHSNER CLINIC FOUNDATION

  • THE MEDICAL STORE INC (BEG 072022)

    C · DURABLE MEDICAL EQUIPMENT SALES · MS

    Directly controlled by RUSH HEALTH SYSTEMS INC OCHSNER RUSH HEALTH

  • THE MERIDIAN ANESTHESIOLOGY GROUP INC (BEG 072022)

    C · ANESTHESIOLOGY SERVICES · MS

    Directly controlled by MEDICAL FOUNDATION INC

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202323189349309022

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