FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY (EIN 72-1173156)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202641359349300939
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T07:15:46+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Main Street Suite 2150 | AddressLine1Txt |
| City | Baton Rouge | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721173156 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Franciscan Missionaries of Our Lady University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 2255261700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 ESSEN LANE | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70809 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER CLOWERS | PersonNm |
| Person Title | REGIONAL CFO | PersonTitleTxt |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN HOOKS | PreparerPersonNm |
| PTIN | P00746825 | PTIN |
| Phone | 2253444000 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID BELLAR | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 ESSEN LANE | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,226,228 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | FRANU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | UNIVERSITY IS A 4 YEAR PRIVATE CATHOLIC INSTITUTION, OFFERING DEGREES IN NURSING, HEALTH/BEHAVIORAL SCIENCES, & HUMANITIES. THE COLLEGE IS AN INTEGRAL PART OF THE FMOL HEALTH SYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 338 | TotalEmployeeCnt |
| Total Volunteers | 882 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,521,258 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,550,854 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,104,636 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,068,208 | CYProgramServiceRevenueAmt |
| PY Investment Income | $846,337 | PYInvestmentIncomeAmt |
| CY Investment Income | $465,533 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$33,291 | PYOtherRevenueAmt |
| CY Other Revenue | $84,703 | CYOtherRevenueAmt |
| PY Total Revenue | $29,438,940 | PYTotalRevenueAmt |
| CY Total Revenue | $31,169,298 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,942,447 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,058,135 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,638,231 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,921,868 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $741,748 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,932,541 | PYOtherExpensesAmt |
| CY Other Expenses | $11,176,674 | CYOtherExpensesAmt |
| PY Total Expenses | $30,513,219 | PYTotalExpensesAmt |
| CY Total Expenses | $32,156,677 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,074,279 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$987,379 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $61,551,255 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,120,324 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,680,851 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,118,768 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,870,404 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,001,556 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $24,985,314 | ExpenseAmt |
| Grant | $2,058,135 | GrantAmt |
| Revenue | $25,068,208 | RevenueAmt |
| Desc | TO PROVIDE FOR THE OPERATION OF A PRIVATE NOT-FOR-PROFIT UNIVERSITY IN ORDER TO ENSURE THE COMMUNITY AND STATE OF LOUISIANA MAINTAIN AN ADEQUATE SUPPLY OF HEALTHCARE PROFESSIONALS. THE NUMBER OF FULL-TIME EQUIVALENT STUDENTS BENEFITTED ARE 905 DURING THE SPRING, 463 DURING THE SUMMER, AND 919 DURING THE FALL. | Desc |
| Total Program Service Expenses | $24,985,314 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 338 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMANDA HYMEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2257658496 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5959 S SHERWOOD FOREST BLVD | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70808 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Daniel Gardiner | |||||||||
| Vice Chair/Treasurer | 2.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Tina Holland PhD | |||||||||
| President & CEO | 40.0 | 0 | Yes (X) | Yes (X) | $340,871 | $0 | $19,415 | ||
| Todd Schexnayder | |||||||||
| Chair | 2.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Al C Moreau III | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Benjamin J Boudreaux | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Courtney L Baker | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Craig Netterville | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| David Hochheiser | |||||||||
| Board Member/VP Contracting Payor Relations | 2.0 | 40.0 | Yes (X) | $0 | $507,763 | $71,965 | |||
| Donna Saurage | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Eduardo Jimenez | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| James DuBos | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jan R Breen | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Karen B Young | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Karen R Williams MD | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Kristie W Daspit | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Laura C Poche | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Leo Hamilton | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Melissa D Juneau | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Rolfsen MD | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Most Rev Michael Duca | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Rev Jamin S David | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $6,000 | $0 | $0 | |||
| Sister Uyen Vu | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Stanton McNeely III PhD | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Stephen Toups | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Steve N Carville | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas B Flynn MD | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Walter G Monsour | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| William Knobles | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Angelia Bercegeay | |||||||||
| VP Finance/Operations | 40.0 | 0 | Yes (X) | $150,854 | $0 | $45,015 | |||
| Brian Rash | |||||||||
| EVP Academic Affairs | 40.0 | 0 | Yes (X) | $158,078 | $0 | $33,312 | |||
| David Whidden | |||||||||
| VP Mission | 40.0 | 0 | Yes (X) | $108,893 | $0 | $37,407 | |||
| Judith Roberson | |||||||||
| VP Institutional Advancement | 40.0 | 0 | Yes (X) | $144,979 | $0 | $28,678 | |||
| Martin Aucoin | |||||||||
| VP Enrollment Management | 40.0 | 0 | Yes (X) | $129,897 | $0 | $34,087 | |||
| Amber Poirrier | |||||||||
| Asst Prof DNP-NA | 40.0 | 0 | $191,264 | $0 | $10,050 | Yes (X) | |||
| Beth Crochet | |||||||||
| Asst Professor DNP-NA | 40.0 | 0 | $185,480 | $0 | $9,739 | Yes (X) | |||
| Callie Dorn | |||||||||
| Asst Prog Director DNP-NA | 40.0 | 0 | $195,307 | $0 | $40,146 | Yes (X) | |||
| Mandy Broussard | |||||||||
| Asst Professor DNP-NA | 40.0 | 0 | $184,800 | $0 | $29,708 | Yes (X) | |||
| Ross Castille | |||||||||
| Program Director - MSNA-DNP-NA | 40.0 | 0 | $199,628 | $0 | $37,691 | Yes (X) | |||
| Kenneth Wester | |||||||||
| Former officer | 0.0 | 0.0 | $0 | $378,706 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,996,051 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $886,469 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $397,213 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 30 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ELLUCIAN COMPANY LLC | |||||
| 4375 Fair Lakes Ct | Fairfax | VA | 22033 | IT System Services | $548,064 |
| LA SPECIALTY SERVICES LLC | |||||
| 11726 BRICKSOME AVENUE | BATON ROUGE | LA | 70816 | Construction Services | $458,193 |
| CARNEGIE DARTLET LLC | |||||
| 210 LITTLETON ROAD | Westford | MA | 01886 | Marketing Services | $403,179 |
| SEJ SERVICES LLC | |||||
| 3801 W MONTAGUE AVE | NORTH CHARLESTON | SC | 29418 | House Keeping Services | $334,179 |
| MILTON J WOMACK INC | |||||
| 8400 JEFFERSON HWY | BATON ROUGE | LA | 70809 | Construction | $254,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $111,120 | FundraisingAmt |
| Related Organizations | $775,000 | RelatedOrganizationsAmt |
| Government Grants | $912,327 | GovernmentGrantsAmt |
| All Other Contributions | $3,752,407 | AllOtherContributionsAmt |
| Noncash Contributions | $7,600 | NoncashContributionsAmt |
| Total Contributions | $5,550,854 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611600 | $24,922,347 | $24,922,347 |
| COMMUNITY TRAINING REVENUE | 611600 | $67,926 | $67,926 |
| LIBRARY REVENUE | 611600 | $50,000 | $50,000 |
| MISCELLANEOUS REVENUE | 900099 | $27,935 | $27,935 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,068,208 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $464,445 | TotalRevenueColumnAmt |
| Exclusion | $464,445 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $102,763 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $374 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $102,389 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,389 | TotalRevenueColumnAmt |
| Exclusion | $102,389 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,088 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,088 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,088 | TotalRevenueColumnAmt |
| Exclusion | $1,088 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $31,050 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $111,120 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $53,274 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$22,224 | TotalRevenueColumnAmt |
| Exclusion | -$22,224 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $5,200 | GamingGrossIncomeAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,200 | TotalRevenueColumnAmt |
| Exclusion | $5,200 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,620 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,282 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$662 | TotalRevenueColumnAmt |
| Exclusion | -$662 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,169,298 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,068,208 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $550,236 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,988 | TotalAmt |
| Program Services | $14,988 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,043,147 | TotalAmt |
| Program Services | $2,043,147 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,096,577 | TotalAmt |
| Program Services | $925,957 | ProgramServicesAmt |
| Management And General | $141,285 | ManagementAndGeneralAmt |
| Fundraising | $29,335 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,085,503 | TotalAmt |
| Program Services | $11,893,791 | ProgramServicesAmt |
| Management And General | $1,814,167 | ManagementAndGeneralAmt |
| Fundraising | $377,545 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,070,644 | TotalAmt |
| Program Services | $904,052 | ProgramServicesAmt |
| Management And General | $137,899 | ManagementAndGeneralAmt |
| Fundraising | $28,693 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,591,941 | TotalAmt |
| Program Services | $1,344,235 | ProgramServicesAmt |
| Management And General | $205,042 | ManagementAndGeneralAmt |
| Fundraising | $42,664 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,077,203 | TotalAmt |
| Program Services | $909,590 | ProgramServicesAmt |
| Management And General | $138,744 | ManagementAndGeneralAmt |
| Fundraising | $28,869 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $830,366 | TotalAmt |
| Program Services | $412,131 | ProgramServicesAmt |
| Management And General | $388,874 | ManagementAndGeneralAmt |
| Fundraising | $29,361 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,713 | TotalAmt |
| Program Services | $33 | ProgramServicesAmt |
| Management And General | $21,680 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,858 | TotalAmt |
| Program Services | $72 | ProgramServicesAmt |
| Management And General | $47,786 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,225,142 | TotalAmt |
| Program Services | $608,773 | ProgramServicesAmt |
| Management And General | $572,999 | ManagementAndGeneralAmt |
| Fundraising | $43,370 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,257 | TotalAmt |
| Program Services | $202,366 | ProgramServicesAmt |
| Management And General | $190,474 | ManagementAndGeneralAmt |
| Fundraising | $14,417 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,729,267 | TotalAmt |
| Program Services | $2,026,619 | ProgramServicesAmt |
| Management And General | $1,590,574 | ManagementAndGeneralAmt |
| Fundraising | $112,074 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,729 | TotalAmt |
| Program Services | $223,967 | ProgramServicesAmt |
| Management And General | $210,806 | ManagementAndGeneralAmt |
| Fundraising | $15,956 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $752,419 | TotalAmt |
| Program Services | $487,130 | ProgramServicesAmt |
| Management And General | $264,458 | ManagementAndGeneralAmt |
| Fundraising | $831 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,207 | TotalAmt |
| Program Services | $199,360 | ProgramServicesAmt |
| Management And General | $187,644 | ManagementAndGeneralAmt |
| Fundraising | $14,203 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,834 | TotalAmt |
| Program Services | $13,831 | ProgramServicesAmt |
| Management And General | $13,018 | ManagementAndGeneralAmt |
| Fundraising | $985 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $758,310 | TotalAmt |
| Program Services | $758,310 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,720,638 | TotalAmt |
| Program Services | $1,449,306 | ProgramServicesAmt |
| Management And General | $271,163 | ManagementAndGeneralAmt |
| Fundraising | $169 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,183 | TotalAmt |
| Program Services | $127,786 | ProgramServicesAmt |
| Management And General | $114,219 | ManagementAndGeneralAmt |
| Fundraising | $178 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Medical Supplies Expense | $339,403 | $266,845 | $70,795 | $1,763 |
| Repairs & Maintenance | $216,403 | $170,071 | $45,207 | $1,125 |
| Purchased Services | $5,945 | $2,954 | $2,781 | $210 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,156,677 | TotalAmt |
| Program Services | $24,985,314 | ProgramServicesAmt |
| Management And General | $6,429,615 | ManagementAndGeneralAmt |
| Fundraising | $741,748 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,657,808 | BOYAmt |
| EOY | $12,340,714 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,814,298 | BOYAmt |
| EOY | $1,836,969 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,721 | BOYAmt |
| EOY | $31,702 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,876 | BOYAmt |
| EOY | $404,887 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $43,978,477 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,438,385 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,464,034 | BOYAmt |
| EOY | $32,540,092 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,516 | BOYAmt |
| EOY | $18,588 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,225,002 | BOYAmt |
| EOY | $14,947,372 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,551,255 | BOYAmt |
| EOY | $62,120,324 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,288,345 | BOYAmt |
| EOY | $1,998,238 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,925,790 | BOYAmt |
| EOY | $2,279,626 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,466,716 | BOYAmt |
| EOY | $20,840,904 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,680,851 | BOYAmt |
| EOY | $25,118,768 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,435,922 | BOYAmt |
| EOY | $21,148,874 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,434,482 | BOYAmt |
| EOY | $15,852,682 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,870,404 | BOYAmt |
| EOY | $37,001,556 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,551,255 | BOYAmt |
| EOY | $62,120,324 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$987,379 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $118,531 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,289,174 | BeginningYearBalanceAmt |
| Contributions | $1,527,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,253,123 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,292,816 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $67,327 | AdministrativeExpensesAmt |
| End Year Balance | $11,709,154 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,002,533 | BeginningYearBalanceAmt |
| Contributions | $394,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,799,807 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $842,222 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $64,944 | AdministrativeExpensesAmt |
| End Year Balance | $10,289,174 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,322,459 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $461,169 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $720,008 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $61,087 | AdministrativeExpensesAmt |
| End Year Balance | $8,002,533 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,228,037 | BeginningYearBalanceAmt |
| Contributions | $101,175 | ContributionsAmt |
| Investment Earnings Or Losses | $1,066,452 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,002,610 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $70,595 | AdministrativeExpensesAmt |
| End Year Balance | $8,322,459 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,600,896 | BeginningYearBalanceAmt |
| Contributions | $161,500 | ContributionsAmt |
| Investment Earnings Or Losses | $1,322,441 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $790,093 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $66,707 | AdministrativeExpensesAmt |
| End Year Balance | $8,228,037 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.0 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $650,000 | OtherCostOrOtherBasisAmt |
| Book Value | $650,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,373,324 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,460,866 | DepreciationAmt |
| Book Value | $24,912,458 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,114,332 | OtherCostOrOtherBasisAmt |
| Book Value | $1,114,332 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,845,486 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,977,519 | DepreciationAmt |
| Book Value | $4,867,967 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $995,335 | OtherCostOrOtherBasisAmt |
| Book Value | $995,335 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $32,540,092 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INT. IN NET ASSETS OF OLOL FDN | Desc |
| Book Value | $14,947,372 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $14,947,372 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| NOTES PAYABLE | $17,980,734 |
| DUE TO/FROM AFFILIATES | $2,860,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $20,840,904 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,406,373 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $1,081,594 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $87,482 | OtherRevenueAmt |
| Revenue Not Reported | $1,169,076 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,237,297 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,932,001 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,932,001 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $31,169,298 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $31,275,222 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,081,594 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $3,657 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,085,251 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,189,971 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,966,706 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,966,706 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,156,677 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE ENDOWMENT FUNDS ARE FOR ENDOWED PROFESSORSHIPS, AN ENDOWED CHAIR, AND ENDOWED SCHOLARSHIPS AT FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY. THE ENDOWMENT FUNDS ARE HELD BY OUR LADY OF THE LAKE FOUNDATION AND ARE ADMINISTERED BY FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | ASC 740 (FIN 48) FOOTNOTE THE UNIVERSITY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. NO RESERVES FOR UNCERTAIN TAX POSITIONS HAVE BEEN RECORDED. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | CAPITAL TRANSFERS - 83825 RECLASSES - 3657 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | SCHOLARSHIP RECLASS - 1932001 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | RECLASSES - 3657 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | SCHOLARSHIP RECLASS - 1932001 AUDIT ADJUSTMENT - 34705 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | PUBLISHED THROUGH THE UNIVERSITY WEBSITE, THE STUDENT HANDBOOK, AND IN CATALOGUE. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | THE TAXPAYER RECEIVED THE FOLLOWING GRANTS DURING THE YEAR ENDING JUNE 30, 2025: US DEPARTMENT OF EDUCATION: FEDERAL WORK-STUDY: $83,040 FEDERAL SUPPLEMENTAL EDUCATION OPP GRANT: $83,935 FEDERAL PELL GRANT PROGRAM: $1,770,238 FEDERAL DIRECT STUDENT LOANS: $16,669,475 BOR - LOUIS OER: $36,000 HRSA EARMARK: $581,567 NURSE ANESTHESTIST TRAINEESHIPS: $30,954 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $142,170 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $111,120 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $31,050 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $7,600 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $7,289 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $23,823 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,750 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $8,812 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $142,170 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $111,120 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $31,050 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $7,600 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,289 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $23,823 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,750 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,812 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $53,274 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$22,224 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 492 | RecipientCnt |
| Cash Grant | $2,043,147 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | EACH CHARITABLE CONTRIBUTION OR SCHOLARSHIP IS MONITORED BY FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY. THE UNIVERSITY HAS SET DIFFERENT LEVELS OF MONITORING DEPENDING UPON THE AMOUNT OF THE CONTRIBUTION OR SCHOLARSHIP. DONOR RESTRICTIONS, IF APPLICABLE, ARE CONSIDERED IN THE LEVEL OF MONITORING PERFORMED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tina Holland PhD | ||||||||||||||
| President & CEO | $332,859 | $0 | $0 | $0 | $8,012 | $0 | $16,657 | $0 | $2,758 | $0 | $360,286 | $0 | $0 | $0 |
| David Hochheiser | ||||||||||||||
| Board Member/VP Contracting Payor Relations | $0 | $370,703 | $0 | $131,842 | $0 | $5,218 | $0 | $58,381 | $0 | $13,584 | $0 | $579,728 | $0 | $0 |
| Kenneth Wester | ||||||||||||||
| Former officer | $0 | $0 | $0 | $0 | $0 | $378,706 | $0 | $0 | $0 | $0 | $0 | $378,706 | $0 | $0 |
| Martin Aucoin | ||||||||||||||
| VP Enrollment Management | $129,797 | $0 | $0 | $0 | $100 | $0 | $5,842 | $0 | $28,245 | $0 | $163,984 | $0 | $0 | $0 |
| Angelia Bercegeay | ||||||||||||||
| VP Finance/Operations | $150,810 | $0 | $0 | $0 | $44 | $0 | $14,390 | $0 | $30,625 | $0 | $195,869 | $0 | $0 | $0 |
| Brian Rash | ||||||||||||||
| EVP Academic Affairs | $157,736 | $0 | $0 | $0 | $342 | $0 | $14,583 | $0 | $18,729 | $0 | $191,390 | $0 | $0 | $0 |
| Judith Roberson | ||||||||||||||
| VP Institutional Advancement | $144,709 | $0 | $0 | $0 | $270 | $0 | $7,537 | $0 | $21,141 | $0 | $173,657 | $0 | $0 | $0 |
| Mandy Broussard | ||||||||||||||
| Asst Professor DNP-NA | $184,650 | $0 | $0 | $0 | $150 | $0 | $9,715 | $0 | $19,993 | $0 | $214,508 | $0 | $0 | $0 |
| Ross Castille | ||||||||||||||
| Program Director - MSNA-DNP-NA | $199,628 | $0 | $0 | $0 | $0 | $0 | $10,597 | $0 | $27,094 | $0 | $237,319 | $0 | $0 | $0 |
| Beth Crochet | ||||||||||||||
| Asst Professor DNP-NA | $185,280 | $0 | $0 | $0 | $200 | $0 | $9,283 | $0 | $456 | $0 | $195,219 | $0 | $0 | $0 |
| Callie Dorn | ||||||||||||||
| Asst Prog Director DNP-NA | $195,196 | $0 | $0 | $0 | $111 | $0 | $10,185 | $0 | $29,961 | $0 | $235,453 | $0 | $0 | $0 |
| Amber Poirrier | ||||||||||||||
| Asst Prof DNP-NA | $191,164 | $0 | $0 | $0 | $100 | $0 | $9,578 | $0 | $472 | $0 | $201,314 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | THE ORGANIZATION DOES PROVIDE A SOCIAL CLUB MEMBERSHIP FOR DR. HOLLAND. THE SOCIAL CLUB MEMBERSHIP IS USED TO MEET WITH POTENTIAL DONORS AND TO CONDUCT OTHER ORGANIZATION ACTIVITIES. THE MEMBERSHIP IS USED SOLEY FOR THE ORGANIZATION'S BUSINESS PURPOSE. AS SUCH, THE AMOUNTS WERE NOT INCLUDED IN THE EMPLOYEE'S COMPENSATION BECAUSE THE USE WAS STRICTLY FOR BUSINESS PURPOSES. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | A BOARD MEMBER AND AN OFFICER ARE ENTITLED TO A SEVERANCE BENEFIT. THE PAYOUT OF SUCH BENEFIT IS REMOTE AS IT IS EFFECTIVE ONLY FOR A TERMINATION OF EMPLOYMENT WITHOUT CAUSE, FOR GOOD REASON OR DUE TO CHANGE OF CONTROL. IF TRIGGERED, THE EMPLOYEE WOULD BE PAID HIS/HER BASE SALARY AND PROVIDED RETIREMENT AND WELFARE BENEFITS FOR AN ENTITLEMENT PERIOD. THE ENTITLEMENT PERIOD IS 12 OR 18 MONTHS. KENNETH WESTER RECEIVED A PAYMENT UNDER THE PLAN IN THE CURRENT YEAR OF $378,706. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | FMOLHS MAINTAINS TWO UNFUNDED DEFERRED COMPENSATION PLANS WHICH MEET THE REQUIREMENTS OF IRC SECTION 457(F) AND IRC SECTION 409A. THE PLANS PROVIDES FOR COMPENSATION TO BE DEFERRED AND PAID UPON THE OCCURRENCE OF CERTAIN EVENTS SUCH AS TERMINATION WITHOUT CAUSE, DISABILITY, DEATH OR ATTAINMENT OF A SPECIFIC PAYMENT DATE. PARTICIPATION IN THE PLANS IS LIMITED TO CERTAIN EXECUTIVES AND IS SUBJECT TO APPROVAL OF FMOLHS BOARD OF DIRECTORS OR A DESIGNATED COMMITTEE OF SUCH BOARD. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Milton J Womack Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | More than 35% owned entity of director | RelationshipDescriptionTxt |
| Transaction | $254,348 | TransactionAmt |
| Transaction | Construction Services from interested person. Services were at FMV. | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 DESCRIPTION OF ORGANIZATION MISSION: | THE MISSION OF FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY IS TO EDUCATE AND FORM FRANCISCAN SERVANT LEADERS OF ALL FAITHS. WE HONOR AND PRESERVE THE LEGACY OF OUR FOUNDERS BY PREPARING HIGHLY SKILLED PROFESSIONALS, INTEGRATED THINKERS, AND FAITH-FILLED CITIZENS. INSPIRED BY THE FRANCISCAN MISSIONARIES OF OUR LADY TO BE A LIVING WITNESS TO JESUS CHRIST AND THE GOSPEL MESSAGE, THE UNIVERSITY IS IN COMMUNION WITH THE TEACHINGS OF THE CATHOLIC CHURCH. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | OUR LADY OF THE LAKE HOSPITAL, INC. (AN IRC SECTION 501(C)(3) ORGANIZATION) IS THE SOLE MEMBER OF FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | OUR LADY OF THE LAKE HOSPITAL, INC., AS MEMBER OF FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY, MUST PROVIDE WRITTEN AUTHORIZATION FOR THE FOLLOWING ACTIONS: A. AMENDING THE ARTICLES OF INCORPORATION OR THE BYLAWS TO CHANGE THE PURPOSE OF THE UNIVERSITY; B. DISSOLVING OR LIQUIDATING THE UNIVERSITY, THE CONSOLIDATION, MERGER, AFFILIATION OR JOINT VENTURE OF THE UNIVERSITY WITH OR INTO ANOTHER ENTITY OR ANY TRANSFER BY ANY MEANS OF ALL OF THE UNIVERSITY'S ASSETS, WHETHER AS PART OF A SINGLE TRANSACTION OR MULTIPLE TRANSACTIONS; C. THE APPROVAL OF A SALE OF AN ASSET OVER ONE HUNDRED THOUSAND DOLLARS ($100,000), A MERGER, CONSOLIDATION, REORGANZATION, DISSOLUTION OR LIQUIDATION WITH RESPECT TO THE UNIVERSITY; D. SETTING UP, INVESTING IN, OR OWNING ALL OR A PORTION OF THE SHARES, SECURITIES, OR EQUITY INTEREST IN ANOTHER ENTITY OUTSIDE OF NORMAL INVESTMENTS IN PUBLICLY TRADED ENTITIES; E. CAPITAL EXPENDITURES EXCEEDING 10% OF THE UNIVERSITY'S TOTAL ANNUAL OPERATING BUDGET, AND NOT TO EXCEED TWO MILLION DOLLARS; F. ANY BORROWING WHEREIN THE PRINCIPLE AMOUNT TO BE BORROWED EXCEEDS 10% OF THE UNIVERSITY'S TOTAL ANNUAL OPERATING BUDGET, AND NOT TO EXCEED TWO MILLION DOLLARS; G. RATIFICATION OF TRUSTEES AS SELECTED BY THE NOMINATING COMMITTEE AND APPOINTED BY THE UNIVERSITY BOARD OF TRUSTEES. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | AFTER PREPARATION OF THE FORM 990 BY KPMG LLP, MANAGEMENT REVIEWED THE FORM 990. A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY THAT REQUIRES EACH OFFICER, TRUSTEE, BOARD COMMITTEE MEMBER AND EMPLOYEE TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. COMPLETED DISCLOSURE FORMS ARE REVIEWED AND MAINTAINED BY THE CHIEF COMPLIANCE OFFICER. IF ANY TRUSTEE, BOARD COMMITTEE MEMBER OR SENIOR MANAGER HAS A POTENTIAL CONFLICT, THE EXECUTIVE COMMITTEE OF THE BOARD DETERMINES WHETHER ACTION NEEDS TO BE TAKEN AND COMMUNICATES ANY SUCH ACTION TO THE INDIVIDUAL. A POTENTIAL CONFLICT OF ANY OTHER EMPLOYEE IS REVIEWED BY THE CEO OR HIS DESIGNEE. THE EXECUTIVE COMMITTEE, CEO OR DESIGNEE, AS APPLICABLE, DETERMINES IF A CONFLICT OF INTEREST EXISTS OR CREATES THE APPEARANCE OF IMPROPRIETY. IF SUCH A DETERMINATION IS MADE, THE INDIVIDUAL WILL BE EXCUSED FROM PARTICIPATING IN THE BUSINESS DECISION. DURING THE YEAR, ANY CHANGE TO THE INFORMATION IN THE DISCLOSURE STATEMENT MUST BE DISCLOSED PROMPTLY TO THE CHIEF COMPLIANCE OFFICER, WHO TAKES APPROPRIATE ACTION. THE PROCESS ALSO REQUIRES AFFIRMATION FROM EACH INDIVIDUAL THAT HE OR SHE (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (B) HAS READ AND UNDERSTANDS THE POLICY; (C) HAS AGREED TO COMPLY WITH THE POLICY; AND (D) UNDERSTANDS THAT FMOL UNIVERSITY IS A CHARITABLE ORGANIZATION AND THAT, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN ADDITION TO THE ABOVE, FMOL UNIVERSITY PROVIDES MECHANISMS FOR CONFIDENTIAL REPORTING OF COMPLIANCE ISSUES. THESE MECHANISMS INCLUDE AN ANONYMOUS HOTLINE AND WEB SITE WHERE INDIVIDUALS MAY RAISE ISSUES, SEEK CLARIFICATION, AND REPORT POSSIBLE CONFLICTS OF INTEREST OR OTHER CONCERNS. THESE REPORTS OF POSSIBLE CONFLICTS OF INTEREST ARE REVIEWED AND INVESTIGATED BY THE CORPORATE COMPLIANCE DEPARTMENT AND APPROPRIATE ACTION IS TAKEN. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE BOARD OF TRUSTEES DESIGNATES THE EXECUTIVE COMMITTEE, MADE UP OF INDEPENDENT BOARD MEMBERS TO REVIEW AND SET THE COMPENSATION ANNUALLY OF THE PRESIDENT. THE EXECUTIVE COMMITTEE OBTAINS AND REVIEWS THE COMPENSATION OF OTHER COLLEGE PRESIDENTS OF SIMILARLY SIZED COLLEGES IN THE SOUTHERN REGION. AFTER SOLICITING INPUT FROM THE ENTIRE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION PACKAGE, THE PRESIDENT'S ANNUAL PERFORMANCE REVIEW, AND THE COMPARABLE DATA. APPROPRIATE COMPENSATION IS THEN DETERMINED AND APPROVED. THE BASIS FOR DETERMINATION IS CONTEMPORANEOUSLY DOCUMENTED BY THE EXECUTIVE COMMITTEE. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. SECTION 1.263(A)-1(F) - DE MINIMIS SAFE HARBOR ELECTION FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY HAS APPLICABLE FINANCIAL STATEMENTS FOR THE YEAR OF THE ELECTION, AND INTENDS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION. THIS ELECTION PERMITS THE TAXPAYER TO DEDUCT FOR TAX PURPOSES ANY ITEM UNDER ITS BOOK POLICY THAT DOES NOT EXCEED $5,000 PER INVOICE (OR PER ITEM AS SUBSTANTIATED BY THE INVOICE) OR ITEMS HAVING AN ECONOMIC USEFUL LIFE OF TWELVE MONTHS OR LESS AS DESCRIBED IN SECTION 1.263(A)-1(F)(1)(II). SECTION 1.263(A)-3(N) ELECTION - BOOK CONFORMITY ELECTION FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY IS MAKING THE ELECTION UNDER TREAS. REG. 1.263(A)-3(N) TO CAPITALIZE REPAIR AND MAINTENANCE COSTS TREATED AS CAPITAL IMPROVEMENTS ON ITS BOOKS AND RECORDS FOR THE TAX YEAR ENDED JUNE 30, 2025. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CAPITAL TRANSFERS - 83825; PRIOR PERIOD ADJUSTMENT - 34706; Total - 118531; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY HEALTH SERVICES - ST DOMINIC | ||||||||||
| 969 LAKELAND DRIVE | JACKSON | MS | 39216 | 640884870 | HEALTH PROGRAM | MS | 501(c)(3) | 10 | SDJMH | false |
| ST DOMINIC JACKSON MEMORIAL HOSPITAL | ||||||||||
| 969 LAKELAND DRIVE | JACKSON | MS | 39216 | 640303091 | HOSPITAL | MS | 501(c)(3) | 3 | SDJMH | false |
| ST DOMINIC HEALTH SERVICES FOUNDATION | ||||||||||
| 969 LAKELAND DRIVE | JACKSON | MS | 39216 | 431992975 | FUNDRAISING | MS | 501(c)(3) | 7 | FMOLHS | false |
| ST CATHERINE'S VILLAGE INC | ||||||||||
| 969 LAKELAND DRIVE | JACKSON | MS | 39216 | 640714997 | RET HOME | MS | 501(c)(3) | 10 | SDJMH | false |
| HEALTH CARE CENTERS IN SCHOOLS | ||||||||||
| 5000 HENNESSY BLVD | BATON ROUGE | LA | 70808 | 721443935 | HEALTHCARE | LA | 501(c)(3) | 10 | OLOL | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LOURDES IMAGING DEVELOPMENT LLC | |||||||||||||
| 4801 AMBASSADOR CAFFERY PKWY | LAFAYETTE | LA | 70508 | 208326287 | REAL ESTATE | LA | NA | N/A | $0 | $0 | false | false | |
| PARK PLACE SURGERY CENTER LLC | |||||||||||||
| 4811 AMBASSADOR CAFFERY PKWY | LAFAYETTE | LA | 70508 | 721404092 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | |
| CONVENIENT CARE LLC | |||||||||||||
| 10319 JEFFERSON HIGHWAY | BATON ROUGE | LA | 70809 | 721439481 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | |
| PERKINS PLAZA AMBULATORY SURGERY CENTER LLC | |||||||||||||
| 7145 PERKINS ROAD | BATON ROUGE | LA | 70808 | 481264699 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | |
| SURGICAL SPECIALTY CENTER OF BATON ROUGE LLC | |||||||||||||
| 8080 BLUEBONNET BLVD | BATON ROUGE | LA | 70810 | 263120962 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | |
| ST ELIZABETH-MARY BIRD PERKINS CANCER CENTER LLC | |||||||||||||
| 4950 ESSEN LANE | BATON ROUGE | LA | 70809 | 260628752 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | |
| NORTHEAST LA CANCER INSTITUTE LLC | |||||||||||||
| 411 CALYPSO STREET | MONROE | LA | 71201 | 721329499 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | |
| LHCG-XIII LLC dba Lourdes Home Health | |||||||||||||
| 901 S HUGH WALLIS ROAD | LAFAYETTE | LA | 70508 | 208068308 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | |
| LOURDES AFTER HOURS LLC | |||||||||||||
| 7777 HENNESSY BLVD | BATON ROUGE | LA | 70809 | 201367299 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | SUITE 1004-202 |
| LAKE URGENT CARE ASCENSION LLC | |||||||||||||
| 10319 JEFFERSON HIGHWAY | BATON ROUGE | LA | 70809 | 352463092 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | |
| ST FRANCIS URGENT CARE LLC | |||||||||||||
| 10319 JEFFERSON HIGHWAY | BATON ROUGE | LA | 70809 | 474013731 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | |
| GAMMA KNIFE OF LOUISIANA LLC | |||||||||||||
| 4950 ESSEN LANE | BATON ROUGE | LA | 70809 | 811827194 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | |
| PINNACLE CARE HOLDINGS LLC | |||||||||||||
| 5627 S SHERWOOD FOREST BLVD | BATON ROUGE | LA | 70816 | 821637627 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | |
| LAFAYETTE SURGERY CENTER LIMITED PARTNERSHIP | |||||||||||||
| 4801 AMBASSADOR CAFFERY PKWY | LAFAYETTE | LA | 70508 | 943419282 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | |
| FREMAUX OFFICE MM LLC | |||||||||||||
| 3500 NORTH CAUSEWAY BOULEVARD | METAIRIE | LA | 70002 | 843084552 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | STE 600 |
| OLOL Pontchartrain Surgery Center LLC | |||||||||||||
| 4200 ESSEN LANE | BATON ROUGE | LA | 70809 | 461379031 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | |
| Lake Surgical Hospital (Slidell) LLC | |||||||||||||
| 1700 LINDBERG DR | SLIDELL | LA | 70458 | 474228147 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | |
| PREMIER HEALTH HOLDINGS LLC | |||||||||||||
| 10319 JEFFERSON HIGHWAY | BATON ROUGE | LA | 70809 | 472665226 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | |
| PERKINS PLAZA DEVELOPMENT LLC | |||||||||||||
| 5000 HENNESSY BLVD | BATON ROUGE | LA | 70808 | 882998457 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | |
| JACKSON HEART & VASCULAR CENTER LLC | |||||||||||||
| 969 LAKELAND DR | JACKSON | MS | 39216 | 870947298 | HEALTHCARE | MS | NA | N/A | $0 | $0 | false | false | |
| Cardiovascular and Arrythmia Center LLC (CVAC) | |||||||||||||
| PO Box 82063 | BATON ROUGE | LA | 70884 | 861438331 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | |
| Cardiovascular and Arrythmia Management LLC (CVAM) | |||||||||||||
| PO Box 82063 | BATON ROUGE | LA | 70884 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | ||
| Traction Investments Inc (Traction Sports Management) | |||||||||||||
| 9222 BURBANK DRIVE | BATON ROUGE | LA | 70820 | 822247999 | HEALTHCARE | LA | NA | N/A | $0 | $0 | false | false | |
| HIGHLAND MEDICAL ARTS | |||||||||||||
| PO BOX 55769 | JACKSON | MS | 39296 | 743073171 | HEALTHCARE | MS | NA | N/A | $0 | $0 | false | false | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LOUISE INSURANCE COMPANY | |||||||||||||||||
| PO BOX 1051 | CJ | KY11102 | INSURANCE | CJ | NA | C Corporation | $0 | $0 | 0 | false | |||||||
| FRANCISICAN HEALTH & WELLNESS SERVICES I | |||||||||||||||||
| HEALTHCARE | NA | C Corporation | $0 | $0 | 0 | false | 4200 ESSEN LANE | BATON ROUGE | LA | 70809 | 455492379 | LA | |||||
| FMOL HEALTH SYSTEM HOLDINGS INC | |||||||||||||||||
| INVESTMENT | NA | C Corporation | $0 | $0 | 0 | false | 4200 ESSEN LANE | BATON ROUGE | LA | 70809 | 454405024 | LA | |||||
| ST DOMINIC MADISON HEALTH SERVICES INC | |||||||||||||||||
| HEALTHCARE | NA | C Corporation | $0 | $0 | 0 | false | 969 LAKELAND DRIVE | JACKSON | MS | 39216 | 202870254 | MS | |||||
| ST DOMINIC INTEGRATED SERVICES INC | |||||||||||||||||
| INVESTMENTS | NA | C Corporation | $0 | $0 | 0 | false | 969 LAKELAND DRIVE | JACKSON | MS | 39216 | 271493623 | MS | |||||
| LAFAYETTE SURGICARE INC | |||||||||||||||||
| HEALTHCARE | NA | C Corporation | $0 | $0 | 0 | false | C/O C T CORPORATION SYSTEM | BATON ROUGE | LA | 70816 | 943419282 | LA | 3867 PLAZA TOWER DR | ||||
| NMC OPERATING COMPANY LLC DBA SPINE HOSPITAL OF LOUISIANA | |||||||||||||||||
| HEALTHCARE | NA | S Corporation | $0 | $0 | 0 | false | 10105 PARK ROWE CIRCLE | BATON ROUGE | LA | 70810 | 270059959 | LA | STE 250 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (true) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |