FRANCISCAN MISSIONARIES OF OUR LADY HEALTH SYSTEM INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FRANCISCAN MISSIONARIES OF OUR LADY HEALTH SYSTEM INC (EIN 72-1028323)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202401369349313040
- Schema version
- 2022v5.0
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T15:32:29-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721028323 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCISCAN MISSIONARIES OF OUR LADY | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH SYSTEM INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 2259232701 | 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 | 708092158 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL GLEASON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2259232701 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | GLEASON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN HOOKS | PreparerPersonNm |
| PTIN | P00746825 | PTIN |
| Phone | 2253444000 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD R VATH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 ESSEN LANE | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 708092158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $438,184,711 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FMOLHS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | MANAGES AN INTEGRATED HEALTH SYSTEM TO MAKE A DIFFERENCE IN OUR COMMUNITIES (SEE SCH O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 1907 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $3,738,385 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $191,432 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $115,784 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $326,884,009 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $302,636,959 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,898,852 | PYInvestmentIncomeAmt |
| CY Investment Income | -$1,993,721 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$39,911,115 | PYOtherRevenueAmt |
| CY Other Revenue | $2,405,670 | CYOtherRevenueAmt |
| PY Total Revenue | $290,871,746 | PYTotalRevenueAmt |
| CY Total Revenue | $303,164,692 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $286,172 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $619,515 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $146,197,680 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $171,088,528 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $194,890,819 | PYOtherExpensesAmt |
| CY Other Expenses | $209,245,507 | CYOtherExpensesAmt |
| PY Total Expenses | $341,374,671 | PYTotalExpensesAmt |
| CY Total Expenses | $380,953,550 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$50,502,925 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$77,788,858 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,437,460,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,452,695,794 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,966,964,414 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,014,078,945 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $470,496,161 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $438,616,849 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $30,983,396 | ExpenseAmt |
| Grant | $619,515 | GrantAmt |
| Revenue | $304,323,034 | RevenueAmt |
| Desc | FRANCISCAN MISSIONARIES OF OUR LADY HEALTH SYSTEM, INC. SERVES AS THE SOLE-MEMBER TO THE FOLLOWING HOSPITALS ACROSS LOUISIANA: ST. FRANCIS MEDICAL CENTER IN MONROE, OUR LADY OF THE LAKE REGIONAL MEDICAL CENTER IN BATON ROUGE, OUR LADY OF LOURDES REGIONAL MEDICAL CENTER IN LAFAYETTE, ST. ELIZABETH HOSPITAL IN GONZALES, AND OUR LADY OF THE ANGELS HOSPITAL IN BOGALUSA. THESE HOSPITALS OFFER A FULL ARRAY OF ACUTE CARE AND TERTIARY SERVICES. FRANCISCAN MISSIONARIES OF OUR LADY HEALTH SYSTEM, INC. PROVIDES FOR ALL ITS SUBSIDIARIES STRATEGIC PLANNING, LEADERSHIP SERVICES, AND BUSINESS SUPPORT FUNCTIONS. THESE SERVICES INCLUDE PLANNING, FINANCE, LEGAL, RISK MANAGEMENT, MATERIALS, AND COMPLIANCE. ADDITIONALLY, THE FRANCISCAN MISSIONARIES OF OUR LADY HEALTH SYSTEM, INC. PROVIDES TECHNOLOGY SUPPORT THAT MAKES IT EASIER FOR DOCTORS TO MAKE THE RIGHT DIAGNOSIS, MAKES HEALTHCARE SAFER AND IMPROVES THE QUALITY OF CARE. FRANCISCAN MISSIONARIES OF OUR LADY HEALTH SYSTEM, INC. ALSO PROVIDES GUIDANCE AND RESOURCES THAT SUPPORT THE ENTIRE SYSTEM'S EFFORTS IN MARKEDLY CHANGING HOW THE HEALTHCARE SYSTEM CARES FOR THE ELDERLY POPULATION. FRANCISCAN MISSIONARIES OF OUR LADY HEALTH SYSTEM, INC. COORDINATES AND SUPPORTS ITS SYSTEM-WIDE MISSION OF REACHING THOSE PEOPLE WHO ARE MOST IN NEED OF HEALTH CARE IN EACH OF THE COMMUNITIES SERVED BY ITS HOSPITALS. | Desc |
| Total Program Service Expenses | $30,983,396 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 930 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1907 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | 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 | 2259232701 | 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SR BARBARA ARCENEAUX | ||||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GERALD BOUDREAUX | ||||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM BROWN | ||||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| NICK BRUNO PHD | ||||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN ENGQUIST | ||||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SR REBECCA ANN GEMMA | ||||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN HOFFMANN | ||||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SR ANN CATHERINE NGUYEN | ||||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR SWATI PATEL | ||||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT RAMSEY | ||||||||||
| BOARD MEMBER/INTERIM CFO | 40.00 | 1.00 | Yes (X) | $258,636 | $0 | $755 | Yes (X) | |||
| SR DOROTHEA SONDGEROTH | ||||||||||
| BOARD MEMBER | 1.00 | 41.25 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD R VATH MD | ||||||||||
| PRESIDENT/CEO | 50.00 | 1.50 | Yes (X) | $2,769,477 | $0 | $47,780 | Yes (X) | |||
| TACEE WALKER MD | ||||||||||
| PHYSICIAN | 1.00 | 40.00 | Yes (X) | $0 | $425,817 | $42,649 | ||||
| SR LAURA WOLF | ||||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT YARBOROUGH | ||||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JENNIFER DECUIR | ||||||||||
| EVP/GENERAL COUNSEL (FROM 2/23) | 40.00 | 1.00 | $383,448 | $0 | $61,400 | Yes (X) | ||||
| JOLEE BOLLINGER | ||||||||||
| EVP/GENERAL COUNSEL (UNTIL 2/23) | 50.00 | 1.00 | $785,327 | $0 | $158,309 | Yes (X) | ||||
| JEFFREY D LIMBOCKER | ||||||||||
| CFO/EVP (UNTIL 9/22) | 50.00 | 6.50 | $855,174 | $0 | $20,489 | Yes (X) | ||||
| MICHAEL GLEASON | ||||||||||
| CHIEF FINANCIAL OFFICER (FROM 4/23) | 40.00 | 6.00 | $0 | $0 | $0 | Yes (X) | ||||
| KEVIN S COOK | ||||||||||
| EVP/COO | 50.00 | 0.00 | $1,134,257 | $0 | $197,700 | Yes (X) | ||||
| STEVEN T GREMILLION | ||||||||||
| EVP/CMO | 50.00 | 0.00 | $929,358 | $0 | $40,368 | Yes (X) | ||||
| KATHLEEN M HEALY-COLLIER | ||||||||||
| PRES, LOURDES MARKET (UNTIL 7/22) | 40.00 | 0.50 | $585,990 | $0 | $12,965 | Yes (X) | ||||
| SCOTT J KASHMAN | ||||||||||
| PRES. ST. DOMINIC MA | 40.00 | 2.50 | $610,569 | $0 | $42,335 | Yes (X) | ||||
| KRISTIN S WOLKART | ||||||||||
| EVP/CNO | 50.00 | 0.00 | $575,846 | $0 | $115,578 | Yes (X) | ||||
| STEPHANIE MANSON | ||||||||||
| PRESIDENT, LOURDES MARKET | 50.00 | 1.00 | $552,790 | $0 | $52,991 | Yes (X) | ||||
| CHARLES SPICER | ||||||||||
| PRESIDENT, LAKE MARKET | 50.00 | 1.00 | $237,105 | $0 | $29,538 | Yes (X) | ||||
| THOMAS GULLATT | ||||||||||
| PRESIDENT, ST FRANCIS MARKET | 50.00 | 1.00 | $538,680 | $0 | $47,183 | Yes (X) | ||||
| AVERY C CLOUD | ||||||||||
| SVP/CIO | 50.00 | 0.00 | $658,598 | $0 | $34,334 | Yes (X) | ||||
| LOWELL E STANTON | ||||||||||
| VP FINANCE/CFO LOURDES | 40.00 | 5.50 | $606,053 | $0 | $42,795 | Yes (X) | ||||
| CRAIG A VITRANO | ||||||||||
| SVP/PHYSICIAN EXECUTIVE | 50.00 | 0.00 | $703,911 | $0 | $47,254 | Yes (X) | ||||
| HUNTER RICHARDSON | ||||||||||
| EVP, CHIEF ADMINISTRATIVE OFFICER | 40.00 | 0.50 | $612,108 | $0 | $127,003 | Yes (X) | ||||
| JAMES CRAVEN | ||||||||||
| PRES FRANCISCAN HEALTH PHYSICIANS | 40.00 | 0.00 | $1,045,260 | $0 | $46,369 | Yes (X) | ||||
| KENNETH WESTER | ||||||||||
| FORMER PRESIDENT/CEO OLOL | 0.00 | 0.00 | $3,612,382 | $0 | $13,291 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $17,454,969 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $425,817 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,181,086 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 278 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EPIC SYSTEMS CORPORATION | |||||
| 1979 MILKY WAY | VERONIA | WI | 53593 | SOFTWARE SERVICES | $21,728,825 |
| NORDIC CONSULTING PARTNERS INC | |||||
| PO BOX 415000 | NASHVILLE | TN | 37241 | CONSULTING SERVICES | $9,773,163 |
| MICROSOFT CORPORATION | |||||
| PRODUCT SUPPORT SVCS ONE MICROSOFT | REDMOND | WA | 98052 | SOFTWARE SERVICES | $9,734,809 |
| DELOITTE CONSULTING LLP | |||||
| 4022 SELLS DR | HERMITAGE | TN | 37076 | CONSULTING SERVICES | $7,787,939 |
| CALDWELL BUTLER & ASSOC LLC | |||||
| PO BOX 3273 | ST AUGUSTINE | FL | 32085 | CONSULTING SERVICES | $5,276,487 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 172 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $115,784 | GovernmentGrantsAmt |
| Total Contributions | $115,784 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 622110 | $278,999,557 | $278,999,557 |
| MISCELLANEOUS REVENUE | 622110 | $12,803,202 | $12,803,202 |
| EPIC PROVIDER FEES | 622110 | $10,024,125 | $10,024,125 |
| MEDICAL SUPPLY SALES | 622110 | $810,075 | $810,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $302,636,959 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,993,721 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,018,790 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$5,012,511 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $137,425,689 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $135,020,019 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,405,670 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,686,075 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $719,595 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $303,164,692 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $304,323,034 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,738,385 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$5,012,511 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $619,515 | TotalAmt |
| Program Services | $619,515 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,895,795 | TotalAmt |
| Program Services | $1,265,076 | ProgramServicesAmt |
| Management And General | $10,630,719 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,258,016 | TotalAmt |
| Program Services | $13,434,717 | ProgramServicesAmt |
| Management And General | $112,823,299 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,834,698 | TotalAmt |
| Program Services | $837,440 | ProgramServicesAmt |
| Management And General | $6,997,258 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,693,737 | TotalAmt |
| Program Services | $1,784,232 | ProgramServicesAmt |
| Management And General | $14,909,505 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,406,282 | TotalAmt |
| Program Services | $898,536 | ProgramServicesAmt |
| Management And General | $7,507,746 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,673,917 | TotalAmt |
| Program Services | $132,124 | ProgramServicesAmt |
| Management And General | $1,541,793 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,571,249 | TotalAmt |
| Management And General | $2,571,249 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,603,642 | TotalAmt |
| Management And General | $3,603,642 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $870,327 | TotalAmt |
| Program Services | $1,231 | ProgramServicesAmt |
| Management And General | $869,096 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,359,634 | TotalAmt |
| Program Services | $2,937,713 | ProgramServicesAmt |
| Management And General | $57,421,921 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,065,039 | TotalAmt |
| Program Services | $1,080,041 | ProgramServicesAmt |
| Management And General | $7,984,998 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,166,033 | TotalAmt |
| Program Services | $2,923,226 | ProgramServicesAmt |
| Management And General | $70,242,807 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,687,298 | TotalAmt |
| Program Services | $95,891 | ProgramServicesAmt |
| Management And General | $4,591,407 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,148,120 | TotalAmt |
| Program Services | $1,091,442 | ProgramServicesAmt |
| Management And General | $7,056,678 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,435,049 | TotalAmt |
| Program Services | $29,358 | ProgramServicesAmt |
| Management And General | $1,405,691 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,667 | TotalAmt |
| Program Services | $9,772 | ProgramServicesAmt |
| Management And General | $467,895 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,156,378 | TotalAmt |
| Program Services | $405 | ProgramServicesAmt |
| Management And General | $4,155,973 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,964,629 | TotalAmt |
| Management And General | $14,964,629 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,922,124 | TotalAmt |
| Program Services | $382,740 | ProgramServicesAmt |
| Management And General | $4,539,384 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| AMORTIZATION | $12,399,793 | $780,850 | $11,618,943 |
| MEDICAL SUPPLIES EXPENS | $6,214,324 | $2,547,503 | $3,666,821 |
| OTHER EXPENSES | $327,245 | $127,431 | $199,814 |
| REPAIRS & MAINTENANCE | $203,039 | $4,153 | $198,886 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,953,550 | TotalAmt |
| Program Services | $30,983,396 | ProgramServicesAmt |
| Management And General | $349,970,154 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,735,306 | BOYAmt |
| EOY | $305,028,004 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,750,685 | BOYAmt |
| EOY | $26,170,472 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,548,374 | BOYAmt |
| EOY | -$1,622,878 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,898,498 | BOYAmt |
| EOY | $25,272,954 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,240,667 | BOYAmt |
| EOY | $19,725,270 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $149,403,081 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $106,646,677 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,792,094 | BOYAmt |
| EOY | $42,756,404 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,769,535 | BOYAmt |
| EOY | $440,363,404 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,071,410,016 | BOYAmt |
| EOY | $1,126,642,923 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,306,584 | BOYAmt |
| EOY | $397,306,584 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,150,201 | BOYAmt |
| EOY | $67,750,266 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,858,615 | BOYAmt |
| EOY | $3,302,391 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,437,460,575 | BOYAmt |
| EOY | $2,452,695,794 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,521,627 | BOYAmt |
| EOY | $120,234,472 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $667,368 | BOYAmt |
| EOY | $42,646 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,073,539 | BOYAmt |
| EOY | $16,994,915 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,748,701,880 | BOYAmt |
| EOY | $1,876,806,912 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,966,964,414 | BOYAmt |
| EOY | $2,014,078,945 | 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 | $470,496,161 | BOYAmt |
| EOY | $438,616,849 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,496,161 | BOYAmt |
| EOY | $438,616,849 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,437,460,575 | BOYAmt |
| EOY | $2,452,695,794 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$77,788,858 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $45,909,546 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 5 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (5 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| OUR LADY OF THE LAKE HOSPITAL INC | ||||
| 720423651 | 3 | 0 | $0 | $141,976,713 |
| ST FRANCIS MEDICAL CENTER INC | ||||
| 720408970 | 3 | 0 | $0 | $31,023,467 |
| OUR LADY OF LOURDES REGIONAL MEDICAL CENTER INC | ||||
| 720423635 | 3 | 0 | $0 | $48,039,271 |
| OUR LADY OF ANGELS HOSPITAL INC | ||||
| 463123178 | 3 | 0 | $0 | $7,781,488 |
| FRANCISCAN PACE INC | ||||
| 260297860 | 7 | 0 | $0 | $1,228,963 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 5 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $230,049,902 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (1) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (1) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCH A, PART IV, SECTION A, LINE 1 | FRANCISCAN MISSIONARIES OF OUR LADY HEALTH SYSTEM, INC ("FMOLHS") SUPPORTS THE FOLLOWING ENTITIES: - OUR LADY OF THE LAKE HOSPITAL (OLOL) - OUR LADY OF LOURDES REGIONAL MEDICAL CENTER (LOURDES) - ST. FRANCIS MEDICAL CENTER (SFMC) - OUR LADY OF ANGELS (ANGELS) - FRANCISCAN PACE (PACE) FMOLHS HAS A HISTORIC AND CONTINUING RELATIONSHIP WITH EACH OF THE ABOVE ENTITIES (COLLECTIVELY AFFILIATES) WHICH SPANS MANY DECADES. FMOLHS IS THE PARENT COMPANY OF THE AFFILIATES AND WORKS WITH EACH ON A DAILY BASIS TO PROVIDE CRITICAL HEALTHCARE, HEALTH EDUCATION AND OTHER COMMUNITY BENEFITS FOR THE SURROUNDING COMMUNITY. FMOLHS WAS FORMED IN 1984 FOR THE PURPOSE OF SUPPOERTING ITS AFFILIATED HOSPITALS AND OTHER ENTITIES. FMOLHS AND AFFILIATES ALSO HAVE SEVERAL OF THE SAME BOARD MEMBERS AND OFFICERS WHICH SERVE TO ENSURE A CLOSE AND CONTINUING RELATIONSHIP. DURING THIS FISCAL YEAR, TWO FMOLHS KEY EMPLOYEES SERVED AS BOARD MEMBERS OF SFMC, AN FMOLHS KEY EMPLOYEE SERVED AS A BOARD MEMBER OF OLOL, AN FMOLHS KEY EMPLOYEE SERVED AS A BOARD MEMBER OF LOURDES, AN FMOLHS KEY EMPLOYEE SERVED AS AN OFFICER OF LOURDES, AN FMOLHS KEY EMPLOYEE SERVED AS AN OFFICER OF OLOL, AN FMOLHS BOARD MEMBER SERVED AS AN OFFICER OF SFMC AND PACE, TWO FMOLHS OFFICERS SERVED AS OFFICERS FOR LOURDES, SFMC AND PACE. TWO OLOL OFFICERS SERVED AS OFFICERS OF LOURDES AND ANGELS, AN OLOL BOARD MEMBER SERVED AS AN SFMC BOARD MEMBER AND AN OLOL BOARD MEMBER SERVED AS AN ANGELS BOARD MEMBER. AN ANGELS OFFICER ALSO SERVED AS AN OFFICER OF PACE. A PACE BOARD MEMBER ALSO SERVED AS A LOURDES BOARD MEMBER. THE ENTITIES' INTERWOVEN HISTORY ALONG WITH ITS OVERLAPPING DIRECTORS/OFFICERS AND DAY-TO-DAY COLLABORATION SUPPORT A HISTORIC AND CONTINUING RELATIONSHIP BETWEEN FMOLHS AND THE ABOVE-LISTED AFFILIATES. |
| SCH A, PART IV, SECTION D, QUESTION 3 | THE SUPPORTED ORGANIZATIONS (LAKE, LOURDES, SFMC, ANGELS AND PACE) ALL HAD A SIGNIFICANT VOICE IN THE FMOLHS'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE FMOLHS'S INCOME OR ASSETS AT ALL TIMES DURING THE YEAR SINCE THEY HAD MANY OF THE SAME OFFICERS AND BOARD MEMBERS AS FMOLHS. THROUGH THIS INTERDEPENDENCY AND DAY-TO-DAY COLLABORATION, A CLOSE AND CONTINUOUS WORKING RELATIONSHIP IS MAINTAINED. FMOLHS PROVIDES STRATEGIC PLANNING, LEADERSHIP SERVICES, AND BUSINESS SUPPORT SERVICES TO ITS SUPPORTED ORGANIZATIONS. THESE SERVICES ARE INFLUENCED BY AND RESULT FROM THE EXPRESSED NEEDS OF THE SUPPORTED ORGANIZATIONS. |
| SCH A, PART IV, SECTION E, QUESTION 3A | WITH REGARDS TO EACH OF THE SUPPORTED ENTITIES, FMOLHS HAS THE POWER TO APPROVE THE ELECTION OF ALL OFFICERS AND BOARD MEMBERS INCLUDING THE CHAIR OF THE BOARD AND THE VICE-CHAIR OF THE BOARD. |
| SCH A. PART IV, SECTION E, QUESTION 3B | FMOLHS PROVIDES MANAGEMENT AND OTHER SUPPORT SERVICES TO EACH OF ITS SUPPORTED ORGANIZATIONS ON A DAILY BASIS. SUCH SERVICES INCLUDE STRATEGIC PLANNING, LEADERSHIP SERVICES, PROJECT PLANNING, AND BUSINESS SUPPORT FUNCTIONS INCLUDING FINANCE LEADERSHIP, LEGAL, MISSION INTEGRATION, AND HUMAN RESOURCES LEADERSHIP. THE NATURE OF THESE SERVICES PROVIDED TO THE SUPPORTED ORGANIZATIONS NECESSITATE THE REQUISITE DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF EACH SUPPORTED ORGANIZATION. THE SUPPORTED ORGANIZATIONS WOULD NOT BE ABLE TO ACCOMPLISH THE CRITICAL HEALTHCARE AND COMMUNITY SERVICES THEY PROVIDE WITHOUT THE GUIDANCE AND DIRECTION GAINED FROM FMOLHS. |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $604,835 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $71,506 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $193,988 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $870,329 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | A PORTION OF THE DUES PAID TO VARIOUS MEMBERSHIP ORGANIZATIONS IS CONSIDERED LOBBYING AND IS REPORTED ON LINE 1F. THE ORGANIZATION PAYS TWO EMPLOYEES TO MONITOR LEGISLATIVE ACTIVITIES. THEIR SALARY AND REIMBURSED EXPENSES RELATED TO LOBBYING ARE REPORTED ON LINE 1G. THE ORGANIZATION PAYS AN UNRELATED ORGANIZATION FOR LOBBYING SERVICES. THOSE PAYMENTS ARE REPORTED ON LINE 1I. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,734,609 | OtherCostOrOtherBasisAmt |
| Book Value | $4,734,609 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,393,352 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,349,809 | DepreciationAmt |
| Book Value | $15,043,543 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,992,816 | OtherCostOrOtherBasisAmt |
| Book Value | $1,992,816 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $121,282,304 | OtherCostOrOtherBasisAmt |
| Depreciation | $100,296,868 | DepreciationAmt |
| Book Value | $20,985,436 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $42,756,404 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN PREMIER HEALTH | $14,302,506 | F |
| INVESTMENT IN INNOVATION INSTITUTE | $13,445,131 | F |
| INVESTMENT IN ROI | $1,056,416 | F |
| INVESTMENT IN FHWS | $3,926,314 | F |
| FMOL CAPITAL RESERVE PORTFOLIO | $1,093,912,556 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,126,642,923 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN ST DOMINICS | Desc |
| Book Value | $397,306,584 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $397,306,584 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL RESERVE INV HELD FOR OTHERS | $1,646,313,320 |
| OTHER LONGTERM LIABILITIES | $1,921,341 |
| SELF INSURANCE LIABILITY | $4,708,053 |
| INTEREST RATE SWAP | $689,350 |
| DUE TO/FROM AFFILIATES | $223,174,848 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,876,806,912 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ASC 740 FIN 48 STATEMENT: FMOLHS 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 JUDGEMENT OCCURS. NO RESERVES FOR UNCERTAIN TAX POSITIONS HAVE BEEN RECORDED. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $218,776,610 |
| EAST ASIA | INVESTMENTS | $11,878,939 |
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENT - CAPTIVE INSURANCE COMPANY | $130,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $230,785,549 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $230,785,549 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| TAKING AIM AT CANCER IN LOUISIANA INC | ||||||||
| PO BOX 10185 | NEW ORLEAN | LA | 70181 | 834430802 | 501(C)(3) | $42,000 | $0 | GENERAL SUPPORT |
| CRISTO REY FRANCISCAN HIGH SCHOOL | ||||||||
| 4000 ST GERARD AVE | BATON ROUGE | LA | 70805 | 472311473 | 501(C)(3) | $500,000 | $0 | CATHOLIC LEARNING COMMUNITY SUPPORTING EDUCATION OF LIMITED ECONOMIC MEANS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE HEALTH SYSTEM CONSIDERS REQUESTS FOR FUNDS FROM NON-PROFIT, GOVERNMENTAL ENTITIES, AND OTHER TYPES OF NON-PROFIT ORGANIZATIONS FOR PROGRAMS OR ACTIVITIES THAT SUPPORT THE MISSION OF THE HEALTH SYSTEM'S SUPPORTED ORGANZIZATIONS. THE CONTRIBUTIONS ARE MADE ON BEHALF OF THE ORGANIZATION'S SUPPORTED ORGANIZATIONS. THE HEALTH SYSTEM UTILIZES SEVERAL RESOURCES TO VERIFY THE INTEGRITY AND AUTHENTICITY OF THE ORGANIZATION PRIOR TO FUNDING. THE HEALTH SYSTEM ANTICIPATES THAT THESE ORGANIZATIONS WILL MONITOR THE USE OF FUNDS IN ACCORDANCE WITH NON-PROFIT OR GOVERNMENTAL REQUIREMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENNETH WESTER | ||||||||||||||
| FORMER PRESIDENT/CEO OLOL | $347,194 | $0 | $257,512 | $0 | $3,007,676 | $0 | $0 | $0 | $13,291 | $0 | $3,625,673 | $0 | $750,279 | $0 |
| RICHARD R VATH MD | ||||||||||||||
| PRESIDENT/CEO | $1,713,662 | $0 | $1,032,089 | $0 | $23,726 | $0 | $27,450 | $0 | $20,330 | $0 | $2,817,257 | $0 | $0 | $0 |
| KEVIN S COOK | ||||||||||||||
| EVP/COO | $872,817 | $0 | $256,121 | $0 | $5,319 | $0 | $169,186 | $0 | $28,514 | $0 | $1,331,957 | $0 | $0 | $0 |
| JAMES CRAVEN | ||||||||||||||
| PRES FRANCISCAN HEALTH PHYSICIANS | $792,371 | $0 | $250,122 | $0 | $2,767 | $0 | $15,250 | $0 | $31,119 | $0 | $1,091,629 | $0 | $0 | $0 |
| STEVEN T GREMILLION | ||||||||||||||
| EVP/CMO | $639,829 | $0 | $277,388 | $0 | $12,141 | $0 | $15,250 | $0 | $25,118 | $0 | $969,726 | $0 | $0 | $0 |
| JOLEE BOLLINGER | ||||||||||||||
| EVP/GENERAL COUNSEL (UNTIL 2/23) | $546,160 | $0 | $160,742 | $0 | $78,425 | $0 | $138,445 | $0 | $19,864 | $0 | $943,636 | $0 | $61,185 | $0 |
| JEFFREY D LIMBOCKER | ||||||||||||||
| CFO/EVP (UNTIL 9/22) | $561,480 | $0 | $216,453 | $0 | $77,241 | $0 | $0 | $0 | $20,489 | $0 | $875,663 | $0 | $61,057 | $0 |
| CRAIG A VITRANO | ||||||||||||||
| SVP/PHYSICIAN EXECUTIVE | $530,574 | $0 | $158,309 | $0 | $15,028 | $0 | $27,450 | $0 | $19,804 | $0 | $751,165 | $0 | $0 | $0 |
| HUNTER RICHARDSON | ||||||||||||||
| EVP, CHIEF ADMINISTRATIVE OFFICER | $475,382 | $0 | $134,104 | $0 | $2,622 | $0 | $113,173 | $0 | $13,830 | $0 | $739,111 | $0 | $0 | $0 |
| AVERY C CLOUD | ||||||||||||||
| SVP/CIO | $496,151 | $0 | $147,969 | $0 | $14,478 | $0 | $15,250 | $0 | $19,084 | $0 | $692,932 | $0 | $0 | $0 |
| KRISTIN S WOLKART | ||||||||||||||
| EVP/CNO | $440,832 | $0 | $131,783 | $0 | $3,231 | $0 | $95,636 | $0 | $19,942 | $0 | $691,424 | $0 | $0 | $0 |
| SCOTT J KASHMAN | ||||||||||||||
| PRES. ST. DOMINIC MA | $499,303 | $0 | $108,077 | $0 | $3,189 | $0 | $15,250 | $0 | $27,085 | $0 | $652,904 | $0 | $0 | $0 |
| LOWELL E STANTON | ||||||||||||||
| VP FINANCE/CFO LOURDES | $461,602 | $0 | $141,829 | $0 | $2,622 | $0 | $15,250 | $0 | $27,545 | $0 | $648,848 | $0 | $0 | $0 |
| STEPHANIE MANSON | ||||||||||||||
| PRESIDENT, LOURDES MARKET | $423,753 | $0 | $127,327 | $0 | $1,710 | $0 | $27,450 | $0 | $25,541 | $0 | $605,781 | $0 | $0 | $0 |
| KATHLEEN M HEALY-COLLIER | ||||||||||||||
| PRES, LOURDES MARKET (UNTIL 7/22) | $247,548 | $0 | $182,762 | $0 | $155,680 | $0 | $0 | $0 | $12,965 | $0 | $598,955 | $0 | $0 | $0 |
| THOMAS GULLATT | ||||||||||||||
| PRESIDENT, ST FRANCIS MARKET | $453,418 | $0 | $79,293 | $0 | $5,969 | $0 | $27,450 | $0 | $19,733 | $0 | $585,863 | $0 | $0 | $0 |
| TACEE WALKER MD | ||||||||||||||
| PHYSICIAN | $0 | $364,340 | $0 | $60,667 | $0 | $810 | $0 | $15,250 | $0 | $27,399 | $0 | $468,466 | $0 | $0 |
| JENNIFER DECUIR | ||||||||||||||
| EVP/GENERAL COUNSEL (FROM 2/23) | $305,380 | $0 | $76,008 | $0 | $2,060 | $0 | $41,006 | $0 | $20,394 | $0 | $444,848 | $0 | $0 | $0 |
| CHARLES SPICER | ||||||||||||||
| PRESIDENT, LAKE MARKET | $123,121 | $0 | $113,782 | $0 | $202 | $0 | $27,451 | $0 | $2,087 | $0 | $266,643 | $0 | $0 | $0 |
| ROBERT RAMSEY | ||||||||||||||
| BOARD MEMBER/INTERIM CFO | $255,295 | $0 | $0 | $0 | $3,341 | $0 | $0 | $0 | $755 | $0 | $259,391 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | CHARTER TRAVEL WAS USED BY ONE KEY EMPLOYEE, ONE OFFICER, AND TWO HIGHEST COMPENSATED EMPLOYEES WHEN IT WAS DEEMED THE MOST EFFICIENT METHOD OF TRAVEL BETWEEN SUBSIDIARY HOSPITALS LOCATED THROUGHOUT THE STATES OF LOUISIANA AND MISSISSIPPI. THESE AMOUNTS WERE NOT INCLUDED IN EMPLOYEE COMPENSATION BECAUSE THE FLIGHTS WERE STRICTLY FOR BUSINESS PURPOSES. |
| PART I, LINES 4B | FMOLHS MAINTAINS THREE UNFUNDED DEFERRED COMPENSATION PLANS WHICH MEET THE REQUIREMENTS OF IRC SECTION 457(F) AND IRC SECTION 409A. THE PLANS PROVIDE 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. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS DURING THE CURRENT YEAR: KENNETH WESTER - $2,653,381; JOLEE BOLLINGER - $75,278; JEFFREY LIMBOCKER - $75,123 |
| SCHEDULE J, PART I, LINE 4A | FOUR OFFICERS, ONE FORMER OFFICER, ONE KEY EMPLOYEE, ONE HIGHEST COMPENSATED EMPLOYEE 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, AND FOR A CHANGE OF CONTROL. IF TRIGGERED, THE EXECUTIVE WOULD BE PAID HIS/HER BASE SALARY AND AN ANNUAL INCENTIVE AT TARGET AND PROVIDED RETIREMENT AND WELFARE BENEFITS FOR AN ENTITLEMENT PERIOD. THE ENTITLEMENT PERIOD IS 24 MONTHS. THE FOLLOWING INDIVIDUALS RECEIVED A PAYMENT UNDER THE PLAN IN THE AMOUNT OF: KENNETH SCOTT WESTER: $351,655 SIX KEY EMPLOYEES, ONE OFFICER AND FOUR HIGHEST COMPENSATED EMPLOYEES 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 GENERALLY 12 TO 18 MONTHS. KATHLEEN HEALY-COLLIER RECEIVED A PAYMENT IN THE CURRENT YEAR OF $154,037. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| LA PUBLIC FACILITIES AUTHORITY 2017A | ||||||||
| A | 720895871 | 956395L28 | 2017-06-29 | $163,912,079 | FINANCE CHILDREN HOSPITAL | 0 | 0 | 0 |
| LA PUBLIC FACILITIES AUTHORITY 2012A | ||||||||
| B | 720895871 | 2012-10-03 | $56,530,000 | REFUND 2005C BONDS | 0 | 0 | 0 | |
| LA PUBLIC FACILITIES AUTHORITY 2015A | ||||||||
| C | 720895871 | 546395L28 | 2015-03-24 | $202,788,360 | -REFUND 2005A & 2009A | Yes (1) | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Other Spent ProceedsOtherSpentProceedsAmt | Bond DefeasedBondDefeasedAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $163,912,079 | $2,079,681 | $114,849,891 | 2019 | 0 | 0 | Yes (1) | Yes (1) | |||
| B | $56,530,000 | $445,107 | 2012 | 0 | Yes (1) | Yes (1) | Yes (1) | $135,000 | $56,084,893 | ||
| C | $202,788,360 | $2,308,799 | 2015 | 0 | Yes (1) | Yes (1) | Yes (1) | $200,479,561 | $1,150,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||||
| B | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | Yes (1) | 0.00090 | 0.00080 | 0.00170 |
| C | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | Yes (1) | 0.00010 | 0.00140 | 0.00150 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I LINE 1 | THROUGH CATHOLIC HEALTH SERVICES BY CALLING FORTH ALL WHO SERVE IN THE HEALTHCARE MINISTRY. |
| FORM 990, PART III, LINE 1 | INSPIRED BY THE VISION OF ST. FRANCIS AND IN THE TRADITION OF THE ROMAN CATHOLIC CHURCH, WE EXTEND THE HEALING MINISTRY OF JESUS CHRIST TO GOD'S PEOPLE, ESPECIALLY THOSE MOST IN NEED. WE CALL FORTH ALL WHO SERVE IN THIS HEALTHCARE MINISTRY, TO SHARE THEIR GIFTS AND TALENTS TO CREATE A SPIRIT OF HEALING - WITH REVERENCE AND LOVE FOR ALL OF LIFE, WITH JOYFULNESS OF SPIRIT, AND WITH HUMILITY AND JUSTICE FOR ALL THOSE ENTRUSTED TO OUR CARE. WE ARE, WITH GOD'S HELP, A HEALING AND SPIRITUAL PRESENCE FOR EACH OTHER AND FOR THE COMMUNITIES WE ARE PRIVILEGED TO SERVE. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ENTITY IS ORGANIZED AS A NON-PROFIT CORPORATION WITH MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS RETAIN THE POWER TO APPOINT AND REMOVE THE MEMBERS OF THE BOARD OF TRUSTEES AND OFFICERS OF FMOL HEALTH SYSTEM. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE RESERVED POWERS TO THE MEMBERS ARE AS FOLLOWS: 1. CHANGE PHILOSOPHY, OBJECTIVES, PURPOSES OF CORPORATION AND ANY CORPORATION IN WHICH FMOL HEALTH SYSTEM RETAINS VOTING RIGHTS. 2. APPOINT AND REMOVE BOARD OF TRUSTEES AND OFFICERS OF FMOL HEALTH SYSTEM 3. ALTER ARTICLES OF INCORPORATION AND BYLAWS OF FMOL HEALTH SYSTEM AND ANY CORPORATION IN WHICH FMOL HEALTH SYSTEM RETAINS VOTING RIGHTS 4. AUTHORIZE MERGER, CONSOLIDATION OR AFFILIATION, OR PARTICIPATE IN JOINT VENTURES 5. DISSOLVE AND DISTRIBUTE ASSETS OF FMOL HEALTH SYSTEM OR ANY CORPORATION IN WHICH FMOL HEALTH SYSTEM RETAINS VOTING RIGHTS 6. APPOINT AND TERMINATE CEO OF FMOL HEALTH SYSTEM OR ANY CORPORATION IN WHICH FMOL HEALTH SYSTEM RETAINS VOTING RIGHTS 7. ACQUIRE, LEASE, ENCUMBER REAL ESTATE ON BEHALF OF FMOL HEALTH SYSTEM OR ANY CORPORATION IN WHICH FMOL HEALTH SYSTEM RETAINS VOTING RIGHTS 8. ADD TO OR INCUR LONG TERM DEBT IN EXCESS OF $5 MILLION BY FMOL HEALTH SYSTEM OR ANY CORPORATION IN WHICH FMOL HEALTH SYSTEM RETAINS VOTING RIGHTS |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER PREPARATION AND REVIEW BY KPMG, LLP, MANAGEMENT WILL REVIEW THE FORM 990. A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | FMOL HEALTH SYSTEM 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 RESULTS IN CREATING 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 SHE OR HE (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 HEALTH SYSTEM 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 HEALTH SYSTEM 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, INCLUDING REPORTS OF POSSIBLE CONFLICTS OF INTEREST, ARE REVIEWED AND INVESTIGATED BY THE CORPORATE COMPLIANCE DEPARTMENT AND APPROPRIATE ACTION IS TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 15 | OUR BOARD OF DIRECTORS DESIGNATES THE HUMAN RESOURCES AND COMPENSATION COMMITTEE, MADE UP OF INDEPENDENT MEMBERS TO REVIEW AND SET THE COMPENSATION ANNUALLY OF OUR EXECUTIVES AND KEY EMPLOYEES. THE COMMITTEE OBTAINS AND RELIES UPON COMPARABLE DATA INCLUDING INDUSTRY-WIDE COMPENSATION INFORMATION FROM AN OUTSIDE CONSULTING FIRM. THE COMMITTEE REVIEWS COMPENSATION PACKAGES AND APPROPRIATE COMPENSATION IS DETERMINED AND APPROVED. THE BASIS FOR DETERMINATION IS THEN DOCUMENTED BY THE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACT LABOR: PROGRAM SERVICE EXPENSES 1,935,022. MANAGEMENT AND GENERAL EXPENSES 9,411,380. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,346,402. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 339,977. MANAGEMENT AND GENERAL EXPENSES 16,278,646. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,618,623. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 3,397. MANAGEMENT AND GENERAL EXPENSES 162,678. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 166,075. CONSULTING: PROGRAM SERVICE EXPENSES 659,317. MANAGEMENT AND GENERAL EXPENSES 31,569,217. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,228,534. |
| FORM 990, PART XI, LINE 9: | CAPITAL TRANSFERS 45,086,300. INCOME FROM EQUITY INVESTEES 1,003,693. CHANGE IN INVESTMENT -180,447. |
| PART XI, LINE 9 | SECTION 1.263(A)-3(N) ELECTION - BOOK CONFORMITY ELECTION FRANCISCAN MISSIONARIES OF OUR LADY HEALTH SYSTEM, INC. IS MAKING THE ELECTION UNDER TREAS. REG. 1.263(A)-3(N) TO CAPITALIZE THOSE REPAIR AND MAINTENANCE COSTS THAT IT TREATS AS CAPITAL IMPROVEMENTS ON ITS BOOKS AND RECORDS FOR THE TAX YEAR ENDED JUNE 30, 2023. SECTION 1.263(A)-1(F) - DE MINIMIS SAFE HARBOR ELECTION FRANCISCAN MISSIONARIES OF OUR LADY HEALTH SYSTEM, INC. HEREBY MAKES THE DE MINIMIS SAFE HARBOR ELECTION UNDER SECTION 1.263(A)-1(F) OF THE TREASURY REGULATIONS, EFFECTIVE ONLY FOR THE TAX YEAR ENDING JUNE 30, 2023. TAXPAYER HAS AN APPLICABLE FINANCIAL STATEMENT FOR THE YEAR OF THE ELECTION. THIS ELECTION PERMITS THE TAXPAYER TO DEDUCT FOR TAX PURPOSES ANY ITEM DEDUCTED 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)(I). |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| FMOL HEALTH SYSTEM MANAGEMENT SERVICES LLC | |||||||||
| 4200 ESSEN LANE | BATON ROUGE | LA | 70810 | 300668218 | MGMT SERVICE | LA | $0 | $0 | FMOL |
| FRANCISCAN MISSIONARIES OF OUR LADY HEALTH SYSTEM CLINICAL NETWORK LLC | |||||||||
| 4200 ESSEN LANE | BATON ROUGE | LA | 70811 | 472273872 | HEALTHCARE | LA | $0 | $0 | FMOL |
| FMOLHS CENTRAL DISTRIBUTION CENTER LLC | |||||||||
| 4200 ESSEN LANE | BATON ROUGE | LA | 70812 | 472124444 | HEALTHCARE | LA | $80,935,142 | $22,464,895 | FMOL |
| HEALTH LEADERS NETWORK | |||||||||
| 4200 ESSEN LANE | BATON ROUGE | LA | 70813 | 475040863 | HEALTHCARE | LA | $9,249,667 | $707,835 | FMOL |
| HEALTH LEADERS NETWORK OF MISSISSIPPI LLC | |||||||||
| 4200 ESSEN LANE | BATON ROUGE | LA | 70809 | HEALTHCARE | LA | $0 | $0 | FMOL | |
| FRANSICAN HEALTH PHYSICIANS LLC | |||||||||
| 4200 ESSEN LANE | BATON ROUGE | LA | 70809 | 851626563 | HEALTHCARE | LA | $4,404,834 | -$36,580 | FMOL |
| WORKFORCE HEALTH SOLUTIONS LLC | |||||||||
| 4200 ESSEN LANE | BATON ROUGE | LA | 70809 | HEALTHCARE | LA | $0 | -$6,657 | FMOL | |
| HEALTH LEADERS CLINICALLY INTEGRATED NETWORK OF MISSISSIPPI LLC | |||||||||
| 4200 ESSEN LANE | BATON ROUGE | LA | 70809 | HEALTHCARE | LA | $0 | $0 | FMOL | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ST DOMINIC HEALTH SERVICES INC | ||||||||||
| 969 LAKELAND DRIVE | JACKSON | MS | 39216 | 640714999 | HOLDING CO | MS | 501(C)(3) | LINE 12C, III-FI | FMOLHS | Yes (1) |
| COMMUNITY HEALTH SERVICES - ST DOMINIC | ||||||||||
| 969 LAKELAND DRIVE | JACKSON | MS | 39216 | 640884870 | HEALTH PROGRAM | MS | 501(C)(3) | LINE 10 | SDHS | 0 |
| ST DOMINIC - JACKSON MEMORIAL HOSPITAL | ||||||||||
| 969 LAKELAND DRIVE | JACKSON | MS | 39216 | 640303091 | HOSPITAL | MS | 501(C)(3) | LINE 3 | SDHS | 0 |
| ST DOMINIC - HEALTH SERVICES FOUNDATION | ||||||||||
| 969 LAKELAND DRIVE | JACKSON | MS | 39216 | 431992975 | FUNDRAISING | MS | 501(C)(3) | LINE 7 | SDHS | 0 |
| ST CATHERINE'S VILLAGE INC | ||||||||||
| 969 LAKELAND DRIVE | JACKSON | MS | 39216 | 640714997 | RET HOME | MS | 501(C)(3) | LINE 10 | SDHS | 0 |
| HEALTH CARE CENTERS IN SCHOOLS | ||||||||||
| 5000 HENNESSY BLVD | BATON ROUGE | LA | 70808 | 721443935 | HEALTHCARE | LA | 501(C)(3) | LINE 10 | OLOL | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LOURDES IMAGING DEVELOPMENT LLC | |||||||||||||
| 4801 AMBASSADOR CAFFERY PKWY | LAFAYETTE | LA | 70508 | 208326287 | REAL ESTATE | LA | 0 | 0 | |||||
| PARK PLACE SURGERY CENTER LLC | |||||||||||||
| 4811 AMBASSADOR CAFFERY PKWY | LAFAYETTE | LA | 70508 | 721404092 | HEALTHCARE | LA | 0 | 0 | |||||
| BRPT LAKE REHABILITATION CENTERS LLC | |||||||||||||
| 175 S ENGLISH STATION RD STE 218 | LOUISVILLE | KY | 40245 | 721506100 | HEALTHCARE | LA | 0 | 0 | |||||
| CONVENIENT CARE LLC | |||||||||||||
| 10319 JEFFERSON HIGHWAY | BATON ROUGE | LA | 70809 | 721439481 | HEALTHCARE | LA | 0 | 0 | FMOLHS | RELATED | $825,729 | $9,204,897 | 0.50000 |
| PERKINS PLAZA AMBULATORY SURGERY CENTER LLC | |||||||||||||
| 7145 PERKINS ROAD | BATON ROUGE | LA | 70808 | 481264699 | HEALTHCARE | LA | 0 | 0 | |||||
| SURGICAL SPECIALTY CENTER OF BATON ROUGE LLC | |||||||||||||
| 8080 BLUEBONNET BLVD | BATON ROUGE | LA | 70810 | 263120962 | HEALTHCARE | LA | 0 | 0 | |||||
| ST ELIZABETH-MARY BIRD PERKINS CANCER CENTER LLC | |||||||||||||
| 4950 ESSEN LANE | BATON ROUGE | LA | 70809 | 260628752 | HEALTHCARE | LA | 0 | 0 | |||||
| NORTHEAST LA CANCER INSTITUTE LLC | |||||||||||||
| 411 CALYPSO STREET | MONROE | LA | 71201 | 721329499 | HEALTHCARE | LA | 0 | 0 | |||||
| LHCG-XIII LLC DBA LOURDES HOME HEALTH | |||||||||||||
| 901 S HUGH WALLIS ROAD | LAFAYETTE | LA | 70508 | 208068308 | HEALTHCARE | LA | 0 | 0 | |||||
| LOURDES AFTER HOURS LLC | |||||||||||||
| 7777 HENNESSY BLVD SUITE 1004-202 | BATON ROUGE | LA | 70809 | 201367299 | HEALTHCARE | LA | 0 | 0 | |||||
| LAKE URGENT CARE ASCENSION LLC | |||||||||||||
| 10319 JEFFERSON HIGHWAY | BATON ROUGE | LA | 70809 | 352463092 | HEALTHCARE | LA | 0 | 0 | |||||
| ST FRANCIS URGENT CARE LLC | |||||||||||||
| 10319 JEFFERSON HIGHWAY | BATON ROUGE | LA | 70809 | 474013731 | HEALTHCARE | LA | 0 | 0 | |||||
| GAMMA KNIFE OF LOUISIANA LLC | |||||||||||||
| 4950 ESSEN LANE | BATON ROUGE | LA | 70809 | 811827194 | HEALTHCARE | LA | 0 | 0 | |||||
| LHCG LXVII LLC | |||||||||||||
| 901 S HUGH WALLIS ROAD | LAFAYETTE | LA | 70508 | 474283509 | HEALTHCARE | LA | 0 | 0 | |||||
| PINNACLE CARE HOLDINGS LLC | |||||||||||||
| 5627 S SHERWOOD FOREST BLVD | BATON ROUGE | LA | 70816 | 821637627 | HEALTHCARE | LA | 0 | 0 | |||||
| LAFAYETTE SURGERY CENTER LIMITED PARTNERSHIP | |||||||||||||
| 4801 AMBASSADOR CAFFERY PKWY | LAFAYETTE | LA | 70508 | 943419282 | HEALTHCARE | LA | 0 | 0 | |||||
| FREMAUX OFFICE MM LLC | |||||||||||||
| 3500 NORTH CAUSEWAY BOULEVARD STE 6 | METAIRIE | LA | 70002 | 843084552 | HEALTHCARE | LA | 0 | 0 | |||||
| OLOL PONTCHARTRAIN SURGERY CENTER LLC | |||||||||||||
| 4200 ESSEN LANE | BATON ROUGE | LA | 70809 | 461379031 | HEALTHCARE | LA | 0 | 0 | |||||
| LAKE SURGICAL HOSPITAL (SLIDELL) LLC | |||||||||||||
| 1700 LINDBERG DR | SLIDELL | LA | 70458 | 474228147 | HEALTHCARE | LA | 0 | 0 | |||||
| PREMIER HEALTH HOLDINGS LLC | |||||||||||||
| 10319 JEFFERSON HIGHWAY | BATON ROUGE | LA | 70809 | 472665226 | HEALTHCARE | LA | 0 | 0 | FMOLHS | RELATED | -$312,932 | $1,479,243 | 0.21510 |
| PERKINS PLAZA DEVELOPMENT LLC | |||||||||||||
| 5000 HENNESSY BLVD | BATON ROUGE | LA | 70808 | HEALTHCARE | LA | 0 | 0 | ||||||
| JACKSON HEART & VASCULAR CENTER LLC | |||||||||||||
| 969 LAKELAND DR | JACKSON | MS | 39216 | HEALTHCARE | MS | 0 | 0 | ||||||
| CARDIOVASCULAR AND ARRYTHMIA CENTER LLC (CVAC) | |||||||||||||
| PO BOX 82063 | BATON ROUGE | LA | 70884 | HEALTHCARE | LA | 0 | 0 | ||||||
| CARDIOVASCULAR AND ARRYTHMIA MANAGEMENT LLC (CVAM) | |||||||||||||
| PO BOX 82063 | BATON ROUGE | LA | 70884 | HEALTHCARE | LA | 0 | 0 | ||||||
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LOUISE INSURANCE COMPANY | ||||||||||||||||
| PO BOX 1051 | CJ | KY1-1102 | INSURANCE | CJ | FMOLHS | C | $14,218,491 | $63,927,410 | 1.00000 | Yes (1) | ||||||
| FRANCISICAN HEALTH & WELLNESS SERVICES I | ||||||||||||||||
| HEALTHCARE | FMOLHS | C | $815,801 | $3,993,073 | 1.00000 | Yes (1) | 4200 ESSEN LANE | BATON ROUGE | LA | 70809 | 455492379 | LA | ||||
| FMOL HEALTH SYSTEM HOLDINGS INC | ||||||||||||||||
| INVESTMENT | FMOLHS | C | 1.00000 | Yes (1) | 4200 ESSEN LANE | BATON ROUGE | LA | 70809 | 454405024 | LA | ||||||
| ST DOMINIC MADISON HEALTH SERVICES INC | ||||||||||||||||
| HEALTHCARE | C | 0 | 969 LAKELAND DRIVE | JACKSON | MS | 39216 | 202870254 | MS | ||||||||
| ST DOMINIC INTEGRATED SERVICES INC | ||||||||||||||||
| INVESTMENTS | C | 0 | 969 LAKELAND DRIVE | JACKSON | MS | 39216 | 271493623 | MS | ||||||||
| LAFAYETTE SURGICARE INC | ||||||||||||||||
| HEALTHCARE | C | 0 | C/O C T CORPORATION SYSTEM 3867 PLA | BATON ROUGE | LA | 70816 | LA | |||||||||
| NMC OPERATING COMPANY LLC DBA SPINE HOSPITAL OF LOUISIANA | ||||||||||||||||
| HEALTHCARE | S | 0 | 10105 PARK ROWE CIRCLE STE 250 | BATON ROUGE | LA | 70810 | 270059959 | LA | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (16 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OUR LADY OF THE LAKE HOSPITAL | ||
| L | $141,976,713 | FMV |
| FRANCISCAN PACE | ||
| L | $1,228,963 | FMV |
| ST FRANCIS MEDICAL CENTER | ||
| L | $31,023,467 | FMV |
| OUR LADY OF LOURDES RMC | ||
| L | $48,039,271 | FMV |
| OUR LADY OF ANGELS HOSPITAL | ||
| L | $7,781,488 | FMV |
| ST DOMINIC JACKSON MEMORIAL HOSPITAL | ||
| L | $41,041,736 | FMV |
| CONVENIENT CARE | ||
| S | $750,000 | FMV |
| LOUISE INSURANCE CO LTD | ||
| R | $12,024,289 | FMV |
| OUR LADY OF ANGELS HOSPITAL | ||
| Q | $477,000 | FMV |
| OUR LADY OF THE LAKE HOSPITAL | ||
| Q | $5,353,000 | FMV |
| ST FRANCIS MEDICAL CENTER | ||
| Q | $964,600 | FMV |
| OUR LADY OF LOURDES REGIONAL MEDICAL CENTER | ||
| Q | $816,200 | FMV |
| LOUISE INSURANCE CO LTD | ||
| S | $461,864 | FMV |
| ST DOMINIC JACKSON MEMORIAL HOSPITAL | ||
| Q | $2,289,600 | FMV |
| OUR LADY OF THE LAKE HOSPITAL | ||
| K | $74,408 | FMV |
| ST FRANCIS MEDICAL CENTER | ||
| K | $59,099 | FMV |