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← SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION FOUNDATION INC

Form 990 for tax year 2023

Filed by SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION FOUNDATION INC.

Totals

Total revenue
$445,063
Total expenses
$744,149
Contributions and grants received
$485,508
Grants paid
$274,859
Program service revenue
$0
Investment income
$4,465
Other revenue
-$44,910
Total assets, end of year
$3,863,915
Total liabilities, end of year
$3,788,736
Net assets or fund balances, end of year
$75,179
Program services expenses (Part IX)
$274,859
Management and general expenses
$420,010
Fundraising expenses
$49,280
Program service expenses (Part III)
$274,859

Program services were 36.9% 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.

  • 1c · Fundraising events

    $319,674

  • 1f · All other contributions, gifts and grants

    $165,834

  • 1g · Noncash contributions included above

    $24,050

  • 3 · Investment income

    total $7,884 · excluded $7,884

  • 7a · Gross sales of assets other than inventory

    securities $65,026

  • 7b · Less cost or other basis and sales expenses

    securities $68,445

  • 7c · Gain or loss

    securities -$3,419

  • 7d · Net gain or loss

    total -$3,419 · excluded -$3,419

  • 8a · Fundraising events: gross income

    $150,640

  • 8a · Fundraising events: contributions included on line 1c

    $319,674

  • 8b · Fundraising events: direct expenses

    $195,550

  • 8c · Net income from fundraising events

    total -$44,910 · excluded -$44,910

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $215,237 · program services $215,237

  • 2 · Grants to domestic individuals

    total $59,622 · program services $59,622

  • 7 · Other salaries and wages

    total $302,177 · management and general $302,177

  • 9 · Other employee benefits

    total $83,337 · management and general $83,337

  • 11b · Fees: legal

    total $1,530 · management and general $1,530

  • 13 · Office expenses

    total $1,983 · management and general $1,983

  • 17 · Travel

    total $312 · management and general $156 · fundraising $156

  • 24a · Other expenses: FOUNDATION FUNDRAISING

    total $49,124 · fundraising $49,124

  • 24b · Other expenses: PRINTING

    total $27,791 · management and general $27,791

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $3,036 · management and general $3,036

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,886,233 · end of year $2,005,965

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $1,004,569

  • 11 · Investments: publicly traded securities

    beginning of year $68,445 · end of year $2,947

  • 12 · Investments: other securities

    beginning of year $21,768

  • 15 · Other assets

    beginning of year $850,434 · end of year $850,434

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,448,090 · end of year $3,788,736

  • 25 · Other liabilities

    beginning of year $7,500 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $371,290 · end of year $75,179

Mission and programs · 2023

Mission

THE FOUNDATION SERVES AS THE PHILANTHROPIC ARM OF LAKE CHARLES MEMORIAL HOSPITAL, WORKING TO SUPPORT AND ENHANCE THE HOSPITAL'S MISSION OF PROVIDING COMPASSIONATE CARE, COMMUNITY SERVICE AND CUTTING-EDGE TECHNOLOGY FOR THE PEOPLE OF SOUTHWEST LOUISIANA THROUGH LEADERSHIP, RESOURCE DEVELOPMENT AND FINANCIAL STEWARDSHIP.

Activities or mission (Part I)

THE FOUNDATION IS THE PHILANTHROPIC ARM OF LAKE CHARLES MEMORIAL HOSPITAL AND WORKS TO ENHANCE THE HOSPITAL'S MISSION OF COMPASSIONATE CARE, COMMUNITY SERVICE AND CUTTING-EDGE TECHNOLOGY FOR THE PEOPLE OF SOUTHWEST LOUISIANA THROUGH LEADERSHIP, RESOURCE DEVELOPMENT AND FINANCIAL STEWARDSHIP.

  • THE FOUNDATION SPONSORS SEVERAL RECURRING EVENTS THAT ARE TO PROMOTE HEALING FOR THE HOSPITAL'S PATIENTS AND THEIR FAMILIES. ART FOR THE SOUL FEATURES PAINTINGS AND PHOTOGRAPHY FROM LOCAL ARTISTS WHICH ARE DISPLAYED IN THE HOSPITAL. FIRST MONDAY PROGRAM FEATURES MUSIC PROVIDED BY LOCAL MUSICIANS. THE FOUNDATION ALSO PROVIDED FOOTBALL EQUIPMENT FOR SEVERAL HIGH SCHOOL FOOTBALL TEAMS IN NEED, ENHANCING THE SAFETY OF MANY STUDENT ATHLETES. THE FOUNDATION DONATED ATHLETIC TRAINING EQUIPMENT TO HELP PREVENT AND TREAT SPORTS INJURIES AND CONCUSSIONS. THE FOUNDATION ALSO PROVIDES FUNDS FOR SCHOLARSHIPS FOR NURSING STUDENTS.

    Expenses $274,859 · Grants $274,859

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jackie Roe

    VICE CHAIR (THRU 09/23)

    Total calculated
    $0
    Hours/week
    1

  • Richard Ratliff Roe IV

    BOARD MEMBER (THRU 04/23)

    Total calculated
    $0
    Hours/week
    1

  • Greg Wise

    BOARD MEMBER (THRU 01/23)

    Total calculated
    $0
    Hours/week
    1

  • Dawn Johnson

    BOARD MEMBER

    Total calculated
    $510,503
    From this org
    $0
    From related orgs
    $489,566
    Other
    $20,937
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $365,296 related
    Bonus
    $0 + $124,270 related
    Other
    $0
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $7,737 related
    Filer's total
    $0 + $510,503 related

  • Scott Daigle

    BOARD MEMBER

    Total calculated
    $164,212
    From this org
    $0
    From related orgs
    $149,430
    Other
    $14,782
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,871 related
    Bonus
    $0 + $4,559 related
    Other
    $0
    Deferred
    $0 + $5,773 related
    Nontaxable benefits
    $0 + $9,009 related
    Filer's total
    $0 + $164,212 related

  • Jennifer Schelette

    BOARD MEMBER (THRU 12/23)

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Dallas Kingham

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kevin Melton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Garrett Stine

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Devon Hyde

    BOARD MEMBER

    Total calculated
    $1,014,667
    From this org
    $0
    From related orgs
    $990,890
    Other
    $23,777
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $669,010 related
    Bonus
    $0 + $321,880 related
    Other
    $0
    Deferred
    $0 + $8,914 related
    Nontaxable benefits
    $0 + $14,863 related
    Filer's total
    $0 + $1,014,667 related

  • Michael Ardoin

    BOARD MEMBER

    Total calculated
    $143,217
    From this org
    $0
    From related orgs
    $130,424
    Other
    $12,793
    Hours/week
    1 + 40 related

  • Bernita Loyd Brown

    BOARD MEMBER

    Total calculated
    $310,697
    From this org
    $0
    From related orgs
    $300,490
    Other
    $10,207
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $251,896 related
    Bonus
    $0 + $48,594 related
    Other
    $0
    Deferred
    $0 + $9,987 related
    Nontaxable benefits
    $0 + $220 related
    Filer's total
    $0 + $310,697 related

  • William Brent III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Megan Hartman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Will Henning

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Heather Hohensee

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jerry Pierrottie

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Denise Rau

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Calvin Thibodeaux

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Maria Sol Halliburton

    BOARD MEMBER

    Total calculated
    $211,260
    From this org
    $0
    From related orgs
    $193,519
    Other
    $17,741
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $183,019 related
    Bonus
    $0 + $10,500 related
    Other
    $0
    Deferred
    $0 + $3,663 related
    Nontaxable benefits
    $0 + $14,078 related
    Filer's total
    $0 + $211,260 related

  • Ada O'Quain

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sherry Schoefield

    BOARD MEMBER (THRU 06/23)

    Total calculated
    $0
    Hours/week
    1

  • Karen Kleinman

    BOARD MEMBER

    Total calculated
    $140,235
    From this org
    $0
    From related orgs
    $121,475
    Other
    $18,760
    Hours/week
    1 + 40 related

  • Claire Pumpelly

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Cernek

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Helen Zaunbrecher

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

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

None.

Answered no

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

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.

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.

  • LAKE CHARLES MEDICAL PLAZA SOUTH LP

    N/A · REAL ESTATE MANAGEMENT · LA

  • SECOND AVENUE MRI LLC

    N/A · IMAGING SERVICES · LA

  • LAKE CHARLES PHARM & MED EQUP SUPPLY CO LLC

    N/A · MEDICAL SERVICES · OH

  • GULF SOUTH QUALITY NETWORK

    N/A · CLINICAL NETWORK · LA

Related corporations and trusts

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

  • WLW PROPERTIES INC

    C · REAL ESTATE / EQUITY · LA

  • LAKE CHARLES MEDICAL SERVICES LLC

    C · MEDICAL SERVICES · LA

  • SWLHS LLC

    C · MEDICAL SERVICES · LA

  • SWLHS ONCOLOGY LLC

    C · MEDICAL SERVICES - ONCOLOGY · LA

  • LAKE CHARLES MEMORIAL HEART AND VASCULAR CENTER LLC

    C · MEDICAL SERVICES · LA

  • MEMORIAL MEDICAL GROUP LLC

    C · HOLDING COMPANY · LA

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202403209349319710

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