2024-11-06T09:22:53-06:00 2023-12-31 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD 600 METAIRIE LA 700054958 990 2023-01-01 721110932 LOUISIANA ORGAN PROCUREMENT AGENCY LOUI 5048373355 68190 HIGHWAY 190 SERVICE ROAD COVINGTON LA 70433 STEPHANIE LAURENT CFO 5048373355 2024-11-04 1 0 JOHN S WILES CPA P01222673 5048355522 2023 2024-10-15 13:58:12Z STEPHANIE LAURENT 68190 HIGHWAY 190 SERVICE ROAD COVINGTON LA 70433 47313094 0 X WWW.LOPA.ORG X 1987 LA OUR MISSION IS TO SAVE AND ENHANCE LIVES THROUGH ORGAN AND TISSUE DONATION FOR TRANSPLANTATION. 9 3 284 92 -1568 0 22374 516574 43207086 46276274 50889 105699 102473 18384 43382822 46916931 0 0 0 0 22070725 26678604 0 0 0 18312467 19289943 40383192 45968547 2999630 948384 50807789 52448835 19816763 20132211 30991026 32316624 X OUR MISSION IS TO SAVE AND ENHANCE LIVES THROUGH ORGAN AND TISSUE DONATION FOR TRANSPLANTATION. LOPA WAS FORMED BY FOUR INSTITUTIONS--OCHSNER, TULANE, LSU SOUTH, AND LSU NORTH--TO SERVICE A MEDICAL NEED THAT WAS NOT BEING MET IN THIS (CONTINUED ON SCHEDULE O) COMMUNITY. LOPA IS THE ONLY ORGANIZATION THAT PROCURES ORGAN AND TISSUE DONATIONS FROM DONORS AT THE TIME OF THEIR DEATH TO USE FOR TRANSPLANTATION ON OTHER PATIENTS. LOPA OVERSEES THE PROCUREMENT PROCESS AS WELL AS THE ENVIRONMENTAL CONDITIONS AND HANDLING OF THE ORGANS AND TISSUES BOTH PRIOR TO DELIVERY AND DURING DELIVERY FOR TRANSPLANT. LOPA ALSO ARRANGES THE HISTO-COMPATIBILITY TESTING AT THE FOUR TRANSPLANT CENTERS TO MATCH ORGANS AND TISSUES WITH PROSPECTIVE RECIPIENTS. 0 0 25523291 41001296 DURING 2023, LOPA RECOVERED VARIOUS HUMAN ORGANS FOR TRANSPLANTATION. PATIENTS BENEFITTED FROM THE FOLLOWING ACQUISITIONS: KIDNEYS-345, HEARTS-71, LIVERS-187, PANCREAS-30, LUNGS-46, INTESTINES-2. 4586560 4789380 DURING 2023, LOPA RECOVERED VARIOUS HUMAN TISSUES FOR TRANSPLANTATION. PATIENTS BENEFITTED FROM THE FOLLOWING ACQUISITIONS: HEART VALVES-242, SAPHENOUS VEINS-134, BONE-547. 388602 DURING 2023, LOPA RECOVERED NONVIABLE ORGANS FOR RESEARCH. PATIENTS BENEFITTED FROM THE FOLLOWING ACQUISITIONS: TISSUE/ORGAN RESEARCH. 96996 DURING 2023, LOPA ASSISTED REGIONAL EYE BANKS WITH DONOR FACILIATATION AND EYE PROCUREMENT. 96996 30109851 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 1 80 0 284 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 3 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X STEPHANIE LAURENT CFO 5048373355 68190 HIGHWAY 190 SERVICE ROAD COVINGTON LA 70433 HOSEIN SHOKOUH-AMIRI MD BOARD MEMBER 1.00 X 0 0 0 HOONBAE JEON MD BOARD MEMBER 1.00 X 0 0 0 DAVID PUCKETT SECRETARY 1.00 X X 0 0 0 PHIL BOUDREAUX MD BOARD MEMBER 1.00 X 0 0 0 BRITTANY ELLISER BOARD MEMBER 1.00 X 0 0 0 ARI COHEN MD CHAIR 1.00 X X 0 0 0 NELSON HELLWIG INCOMING CHAIR 1.00 X X 0 0 0 BRETT CLESI 223 - 1023 TREASURER 1.00 X X 0 0 0 KEENEN SHIELDS SR BOARD MEMBER (EFFECTIVE 2/23) 1.00 X 0 0 0 DANIEL FREY MD STARTED 1123 BOARD MEMBER 30.00 X 177515 0 0 KELLY RANUM 12023 - 1023 CHIEF EXECUTIVE OFFICER 40.00 X 819346 0 32066 DIANE BROCKMEIER 1123 - 1223 INTERIM CHIEF EXECUTIVE OFFICER 40.00 X 32366 0 0 KYLE HAGAN 123 - 723 CHIEF OPERATING OFFICER 40.00 X 139062 0 7268 MAX PRATHER INTERIM CEO 1123 CHIEF INFORMATION OFFICER 40.00 X 147036 0 20630 STEPHANIE LAURENT 823 - 1223 DIRECTOR OF FINANCE 40.00 X 53538 0 6859 CHRISSY HAGAN CHIEF ADMINISTRATIVE OFFICER 40.00 X 190007 0 27696 MAXWELL BOUDREAUX SENIOR DIRECTOR OF OPERATIONS 40.00 X 160377 0 27181 CHAD FUSELIER RECOVERY COORDINATOR II 40.00 X 128918 0 24904 BRENDA TAYLOR DIRECTOR OF SURGICAL SERVICES 40.00 X 125023 0 24322 ADAM KEATON ORGAN RECOVERY MANAGER 40.00 X 117762 0 19128 MICHELLE DUVERNAY DIRECTOR OF CLINICAL INITIATIVES 40.00 X 116528 0 18883 JERRI OGLESBY DIRECTOR OF PERFORMANCE EXCELLENCE 40.00 X 114685 0 13896 2322163 0 222833 13 0 1 0 NATIONWIDE ORGAN RECOVERY TRANSPORT ALLI 3815 E MAIN ST SUITE D ST CHARLES IL 60174 TRANSPORTATION 1577747 ACADIAN AMBULANCE OF NEW ORLEANS LLC PO BOX 92970 LAFAYETTE LA 705098000 TRANSPORTATION 797552 TSO AVIATION CONSULTANTS LLC 22110 NOLAN ROAD COVINGTON LA 70435 AIR TRANSPORTATION 705173 THE BLOOD CENTER 2609 CANAL ST NEW ORLEANS LA 70119 LABS/SEROLOGIES 599054 OCHSNER FOUNDATION HOSPITAL 1514 JEFFERSON HWY JEFFERSON LA 70121 MEDICAL SERVICES 367367 40 516437 137 516574 ORGAN ACQUISITION 621991 41001296 41001296 TISSUE SERVICES 621991 4789380 4789380 TISSUE RESEARCH 621991 260862 260862 ORGAN RESEARCH 621991 127740 127740 EYE BANK REVENUE 621991 96996 96996 46276274 133146 133146 19971 0 19971 19971 19971 368716 396163 -27447 -27447 -27447 PARTNERSHIP INCOME 901101 -1587 -1568 -19 -1587 46916931 46276274 -1568 125651 1840947 1218708 622239 17184401 11378514 5805887 661501 436590 224911 5647060 3727060 1920000 1344695 887499 457196 269471 269471 75818 75818 39000 39000 979498 297666 681832 162545 81341 81204 195082 39650 155432 1094745 3055 1091690 744547 744547 426460 298067 128393 502109 502109 866560 9346 857214 816069 816069 ORGAN PROCUREMENT 9977550 9977550 TISSUE PROCUREMENT 1289274 1289274 EQUIPMENT RENTAL AND MA 443075 443075 TELEPHONE 416321 416321 991819 465531 526288 45968547 30109851 15858696 0 12460232 9246038 6453671 10571958 4420932 5437148 549709 660966 428064 416235 30020006 5730238 24839877 24289768 1520216 1787562 135088 39160 50807789 52448835 4273582 5129782 350 0 15405674 14963269 137157 39160 19816763 20132211 X 30991026 32316624 30991026 32316624 50807789 52448835 X 948384 310791 -9230 74065 1588 X X 0 1 X 1 0 X 211344 66485 3240537 22374 516574 4057314 35285275 36856426 38711673 43304082 46276274 200433730 35496619 36922911 41952210 43326456 46792848 204491044 516437 516437 0 516437 516437 203974607 35826 37605 57534 80289 153117 364371 35826 37605 57534 80289 153117 364371 2449 2449 35532445 36962965 42009744 43406745 46945965 204857864 0.99570 0.99850 0.00180 0.00130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 39000 39000 0 PART II-B, LINE 1: LOPA WORKS WITH STRATEGIC HEALTH CARE. THE ORGANZATION ENGAGES STRATEGIC HEALTH IN ORDER TO STAY INFORMED AND AWARE OF ANY PROPOSED LEGISLATION OR REGULATION CHANGES THAT AFFECT ORGAN AND/OR TISSUE DONATION. THE ORGANIZATION ALSO UTILIZES THEM TO PROVIDE CONTACT INFORMATION FOR LOUISIANA REPRESENTATIVES, SENATORS AND STAFF. 4061383 4061383 22043748 3088425 18955323 845799 227611 618188 3069076 2414202 654874 24289768 OPERATING LEASE LIABILITIES, NET OF CURRENT PORTION 39160 39160 X PART X, LINE 2: LOUISIANA ORGAN PROCUREMENT AGENCY AND LOPA FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 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 AGENCY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES, IF ANY, WOULD BE INCLUDED IN INTEREST EXPENSE. X 0 0 X X X X 1 0 0 0 0 0 0 0 0 KELLY RANUM 12023 - 1023 CHIEF EXECUTIVE OFFICER 310789 0 0 0 508557 0 16115 0 15951 0 851412 0 0 0 CHRISSY HAGAN CHIEF ADMINISTRATIVE OFFICER 190007 0 0 0 0 0 9665 0 18031 0 217703 0 0 0 MAXWELL BOUDREAUX SENIOR DIRECTOR OF OPERATIONS 160377 0 0 0 0 0 9123 0 18058 0 187558 0 0 0 DANIEL FREY MD STARTED 1123 BOARD MEMBER 177515 0 0 0 0 0 0 0 0 0 177515 0 0 0 MAX PRATHER INTERIM CEO 1123 CHIEF INFORMATION OFFICER 147036 0 0 0 0 0 7933 0 12697 0 167666 0 0 0 CHAD FUSELIER RECOVERY COORDINATOR II 128918 0 0 0 0 0 6700 0 18204 0 153822 0 0 0 PART I, LINE 1A DURING 2023 THE ORGANIZATION'S LONG STANDING CEO LEFT THE ORGANIZATION. THE ORGANIZATION BEGAN A SEARCH FOR HER REPLACEMENT AND ENAGAGED AN INTERIM CEO TO FILL THE ROLE DURING THE SEACH PERIOD. SINCE THE INTERIM CEO RESIDED OUT OF STATE, THE ORGANIZATION PROVIDED TEMPORARY HOUSING TO ALLOW HER TO BE NEAR THE ORGANIZATION'S HEADQUARTERS THROUGHOUT HER TENURE. THE ORGANIZATION DID NOT HAVE A HOUSING ALLOWANCE POLICY IN PLACE AT THE TIME BUT DID A SURVEY OF LOCAL PROPERTIES THAT WERE APPROPRIATE BOTH IN LOCATION TO THE FACILITES AND IN QUALITY. THE ORGANIZATION UTILIZED ITS CURRENT TRAVEL POLICY FOR ANY QUALIFYING REIMBURSEMENTS AND KEPT RECORDS DOCUMENTING THE NECESSITY OF THE EXPENSE. PART I, LINE 4A DURING 2023, THE CEO KELLY RANUM RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $500,755. CHRISSY HAGAN WIFE OF FORMER CHIEF OPERATING OFFICER 190007 COMPENSATION FOR HER ROLE AS CHEIF ADMINISTRATIVE OFFICER. THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY IN PLACE AND IT WAS FOLLOWED FOR THE DETERMINATION OF HER COMPENSATION. 0 FREY SURGICAL LLC BUSINESS OWNED BY BOARD MEMBER OF LOPA 177515 DR. FREY'S COMPANY IS COMPENSATED FOR HIS ORGAN RETRIEVAL WORK. THE COMPANY RECEIVES THE SAME ORGAN RECOVERY FEE AS ANY OTHER LOCAL SURGEON WHO RECOVERS FOR LOPA. 0 CHERYL PUCKETT WIFE OF CURRENT BOARD MEMBER 98831 COMPENSATION FOR HER ROLE AS COMMUNICATION CENTER DIRECTOR. THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY IN PLACE AND IT WAS FOLLOWED FOR THE DETERMINATION OF HER COMPENSATION. 0 FORM 990, PART VI, SECTION A, LINE 1A FOUR BOARD MEMBERS ARE EMPLOYEES OF THE LOPA'S MEMBER INSTITUTIONS. THESE EMPLOYEES ARE TRANSPLANTS SURGEONS, AND ACTUALLY PERFORM ORGAN PROCUREMENT SERVICES FOR LOPA. LOPA PAYS THE SURGEON FEES AND HISTO-COMPATABILITY LAB FEES TO THE MEMBER INSTITUTIONS THAT EMPLOY THE SURGEONS. THE SURGEONS ARE COMPENSATED FOR THEIR SERVICES BY THEIR EMPLOYERS. ALTHOUGH THE BOARD MEMBERS ARE NOT COMPENSATED DIRECTLY BY LOPA, THEY ARE COMPENSATED BY THEIR INSTITUTIONS FOR SERVICES PROVIDED TO LOPA, AND ARE THUS DEEMED NON-INDEPEDENT BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 2 CHRISSY AND KYLE HAGAN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS FOUR MEMBER INSTITUTIONS, WHICH ARE TRANSPLANT CENTERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS FOUR MEMBER INSTITUTIONS, WHICH ARE TRANSPLANT CENTERS. ONE REPRESENTATIVE FROM EACH INSTITUTION IS APPOINTED TO SIT ON THE BOARD OF DIRECTORS. THE FOUR INDIVIDUALS ARE TRANSPLANT SURGEONS, AND THEY ARE PART OF THE EXECUTIVE COMMITTEE REGARDLESS OF WHETHER THEY ARE AN OFFICER OR NOT. DECISIONS MADE BY THE GOVERNING BODY ARE NOT SUBJECT TO APPROVAL BY THE LEADERS OF THESE INSTITUTIONS. THE EXECUTIVE COMMITTEE IS COMPRISED OF CHAIR, INCOMING CHAIR, PAST CHAIR, TREASURER, AND SECRETARY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPLETED FORM 990 BEFORE IT IS SIGNED AND SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND STAFF ARE ANNUALLY PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM TO SIGN INDICATING THEY HAVE REVIEWED AND UNDERSTAND THE POLICY. THEY ARE REQUIRED TO INFORM THE ORGANIZATION OF ANY CONFLICTS THAT MAY EXIST. FORM 990, PART VI, SECTION B, LINE 15 BOARD OFFICERS ARE NOT COMPENSATED. THE CEO'S COMPENSATION IS INDEPENDENTLY REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS AND WILL CONDUCT AGAIN IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: BOOK TAX DIFFERENCE OF ENTERPRISE PRODUCTS PARTNERS. L.P. ACTIVITY 1,587. ROUNDING 1. FORM 990, PART XI, LINE 2C THERE HAVE NOT BEEN ANY CHANGES TO THE PROCESS OR SELECTION DURING THE TAX YEAR. LOPA FOUNDATION 68190 HIGHWAY 190 SERVICE ROAD COVINGTON LA 70433 825225264 FUNDRAISING LA 501(C)(3) LINE 12A, I LOPA 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 LOPA FOUNDATION C 516437 CASH RECEIVED