2018-05-14T11:37:50-05:00 2017-06-30 KPMG LLP 301 Main Street Suite 2150 Baton Rouge LA 70801 990 2016-07-01 721173156 FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY % AMANDA HYMEL FRAN 2257681700 5000 Hennesy Boulevard Baton Rouge LA 70808 JEFF LIMBOCKER REGIONAL CFO 2257681700 2018-05-11 true RYAN HOOKS P00746825 2253444000 2018-05-11 2016 2022-09-23 18:48:47Z TINA HOLLAND 5000 Hennesy Boulevard Baton Rouge LA 70808 24505790 false 0928 X FRANU.EDU X 1990 LA THE COLLEGE 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 21 19 342 30 -1334 -22639 2757075 3807096 20380563 20074864 -34707 219838 -14254 1200 23088677 24102998 281183 947985 0 0 14772233 14199120 0 0 0 7880531 7919699 22933947 23066804 154730 1036194 29044955 28715703 10699062 9055950 18345893 19659753 X See Schedule O false false 17029333 947985 20076065 TO PROVIDE FOR THE OPERATION OF A SCHOOL OF NURSING AND ALLIED HEALTH IN ORDER TO ENSURE THE COMMUNITY AND STATE OF LOUISIANA MAINTAINS AN ADEQUATE SUPPLY OF MEDICAL PROFESSIONALS. THE NUMBER OF STUDENTS BENEFITTED ARE 1,399 DURING THE SPRING, 564 DURING THE SUMMER, AND 1,425 DURING THE FALL. 17029333 true true false false false false false false false true true true false true true true false true true false true false false false false false false false true true false false false false false false false false false false false false false true false false false true 30 0 true 342 true true true false false false false true true false false false false X 21 19 false false false false true true true true true false false true true true true true true true false false X AMANDA HYMEL 2257688496 5000 HENNESSY BOULEVARD BATON ROUGE LA 70808 X Alden Andre BOARD MEMBER 2.0 1.0 X 0 0 0 William Balhoff Board Member 2.0 2.0 X 0 0 0 Dr Redfield Bryan Chair 2.0 2.0 X X 0 0 0 Steve Carville Board Member 2.0 0.0 X 0 0 0 Dr John Clifford Board Member 2.0 0.0 X 0 0 0 Leo Hamilton VICE CHAIR 2.0 0.0 X X 0 0 0 Tina Holland PHD President 50.0 0.0 X X 247626 0 12388 William Knobles Board Member 2.0 0.0 X 0 0 0 Dolores LeJeune Board Member 2.0 0.0 X 0 0 0 Rev Matthew Lorrain Board Member 2.0 0.0 X 0 0 0 Joseph Melancon Board Member 2.0 0.0 X 0 0 0 QUENTIN MESSER JR BOARD MEMBER 2.0 0.0 X 0 0 0 DONNA SAURAGE BOARD MEMBER 2.0 0.0 X 0 0 0 Edgar Silvey Board Member 2.0 0.0 X 0 0 0 Christel Slaughter PHD Board Member 2.0 0.0 X 0 0 0 Dale Songy Board Member 2.0 0.0 X 0 0 0 Sr Margarida Vasques Board Member 2.0 1.5 X 0 0 0 Melanie Verges Board Member 2.0 0.0 X 0 0 0 DEACON DAN BORNE' BOARD MEMBER 2.0 0.0 X 0 0 0 DAVID LANDRY BOARD MEMBER 2.0 0.0 X 0 0 0 CRAIG NETTERVILLE BOARD MEMBER 2.0 0.0 X 0 0 0 Beverly Sonnier-Plaisance VP OF OPERATIONS AND FINANCE 50.0 0.0 X 117426 0 29155 Phyllis C Pederson DEAN OF NURSING 40.0 0.0 X 166837 0 25935 Aimee l Badeaux Asst Director CRNA Program 40.0 0.0 X 150339 0 27049 Mandy L Broussard Asst Prof of Nursing 40.0 0.0 X 136354 0 13441 Dusty C Pourciau INSTRUCTOR CRNA 40.0 0.0 X 133939 0 13100 Edward A Violett VP Academic Affairs 40.0 0.0 X 151021 0 14272 Amber J Poirrier Instructor CRNA 40.0 0.0 X 129787 0 5655 1233329 0 140995 14 false true false KEYPATH EDUCATION LLC 220 N Smith Street Suite 201 Palatine IL 60067 Recruitment Services 931736 ELLUCIAN INC 4375 Fair Lakes Ct Fairfax VA 22033 IT Systems 474452 OUR LADY OF THE LAKE HOSPITAL INC 5000 HENNESSY BLVD BATON ROUGE LA 70808 MANAGEMENT SERVICES 172752 FMOL HEALTH SYSTEM INC 4200 ESSEN LANE BATON ROUGE LA 70809 MANAGEMENT FEE 758241 4 3126720 115855 564521 3807096 TUITION & FEES 611310 19982517 19982517 COPY REVENUE 900099 4007 4007 MISCELLANEOUS REVENUE 900099 35400 35400 VENDING REVENUE 722515 2940 2940 LIBRARY REVENUE 900099 50000 50000 20074864 101813 -2359 104172 0 0 1200 1200 0 1200 1200 520817 400641 2151 120176 -2151 118025 1025 117000 0 0 0 0 0 0 0 0 0 0 24102998 20074864 -1334 222372 11595 11595 936390 936390 0 0 682909 536748 146161 0 10197822 8015215 2182607 1307595 1027730 279865 1238005 930590 307415 772789 612661 160128 758241 758241 51621 51621 130095 32524 97571 0 0 15250 15250 2123494 1672251 451243 64234 41752 22482 1315209 489887 825322 83120 83120 0 2362035 1860103 501932 170435 117360 53075 0 0 0 0 750109 590711 159398 75522 75522 MEDICAL SUPPLIES 20334 19075 1259 23066804 17029333 6037471 0 X 7776886 5897057 0 0 0 0 2212760 2444784 0 0 0 0 0 0 0 0 416537 256066 8236107 5629177 2703411 2606930 1948407 2233646 2820771 3111677 0 0 0 0 11166183 12165543 29044955 28715703 1671572 1563091 0 0 1359472 1389141 0 0 0 0 0 0 0 0 0 0 7668018 6103718 10699062 9055950 X 7658788 7583867 5287105 6593729 5400000 5482157 18345893 19659753 29044955 28715703 X 1036194 381183 -103517 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8024417 244125 122253 8146289 8027247 100000 299537 402367 8024417 7656288 773325 402366 8027247 6829989 300000 810757 284458 7656288 6270173 689800 129984 6829989 1.00000 false true true 1114332 677621 436711 7121775 4951556 2170219 2606930 FIXED INCOME SECURITIES 838827 F ALTERNATIVE INVESTMENTS 2272850 F 3111677 INT. IN NET ASSETS OF OLOL FDN 10796317 REFUNDABLE ADVANCE - OLOL FDN. 1231193 DUE TO/FROM OTHERS 138033 12165543 0 ACCRUED PENSION COSTS 5580735 DUE TO AFFILIATES 522983 6103718 X ASC 740 (FIN 48) FOOTNOTE Schedule D 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 judgment occurs. No reserves for uncertain tax positions have been recorded. 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. true true true true true true true false false false false false false false false true false true Form Sch E Part I Line 3 PUBLISHED THROUGH THE UNIVERSITY WEBSITE, THE STUDENT HANDBOOK AND IN CATALOGUE. GOVERNMENT AID OR ASSISTANCE SCHEDULE E, LINE 6A THE TAXPAYER RECEIVED THE FOLLOWING GRANTS DURING THE YEAR ENDING JUNE 30, 2017: US DEPARTMENT OF EDUCATION: FEDERAL WORK STUDY $ 80,098 FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY GRANT 86,228 FEDERAL PELL GRANT PROGRAM 1,520,279 FEDERAL DIRECT STUDENT LOANS 15,674,117 STRENGTHENING INSTITUTIONS PROGRAM (TITLE III) 198,672 Central America and the Caribbean Investments 1529887 1529887 1529887 true false true true true false true SCHOLARSHIPS FOR STUDENTS ATTENDING OLOL COLLEGE 416 936390 Schedule I, Part 1, Iine 2 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. X X false false false false false false false true false Tina Holland PHD President 246985 0 0 0 641 0 9893 0 2495 0 260014 0 0 0 Phyllis C Pederson DEAN OF NURSING 166222 0 490 0 125 0 7017 0 18918 0 192772 0 0 0 Aimee l Badeaux Asst Director CRNA Program 149864 0 350 0 125 0 6460 0 20589 0 177388 0 0 0 Edward A Violett VP Academic Affairs 150896 0 0 0 125 0 6125 0 8147 0 165293 0 0 0 Part I, Question 7 Discretionary bonuses were paid with regard to a person listed on Part VII, Section A, Line 1A. The bonus was approved by the CEO of the related tax-exempt parent organization and by the taxpayer's board chairman. PART III, LINE 1 - ORGANIZATION'S MISSION INSPIRED BY THE VISION OF ST. FRANCIS OF ASSISI 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 PRIVILEDGED TO SERVE. PART VI, SECTION A, QUESTION 6 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. PART VI, SECTION A, QUESTION 7A OUR LADY OF THE LAKE HOSPITAL, INC., AS THE SOLE MEMBER OF FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY RETAINS THE POWER TO APPOINT AND REMOVE THE MEMBERS OF THE BOARD OF TRUSTEES OF FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY WITH CAUSE. PART VI, SECTION A, QUESTION 7B OUR LADY OF THE LAKE HOSPITAL, INC., AS MEMBER OF FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY, RESERVES THE FOLLOWING POWERS: 1. THE ACQUISITION, SALE, LEASE, TRANSFER OR ENCUMBRANCE OF ANY REAL ESTATE, EXCEPT WITH RESPECT TO SUCH TRANSACTIONS AS ARE THE SUBJECT OF EXPRESS CONTRACTUAL AGREEMENTS BETWEEN THE UNIVERSITY AND OUR LADY OF THE LAKE HOSPITAL, INC., OR OUR LADY OF THE LAKE FOUNDATION 2. ANY INCREMENT OF ADDITIONS TO THE CAPITAL DEBT OR EFFORTS TO RENEGOTIATE, MODIFY OR OTHERWISE CHANGE THE EXISTING CAPITAL DEBT OBLIGATIONS OF THE UNIVERSITY 3. ANY LONG-TERM BORROWING 4. THE ADOPTION OF A STRATEGIC BUSINESS PLAN AND/OR THE PARTICIPATION IN ANY PARTNERSHIP OR JOINT VENTURE AND/OR THE SELECTION OF ANY OUTSIDE ORGANIZATION TO PROVIDE SPECIAL SERVICES RELATED TO SUCH PLAN, PARTNERSHIP, OR JOINT VENTURE PART VI, SECTION A, QUESTION 11 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. PART VI, SECTION B, QUESTION 12C 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. PART VI, SECTION B QUESTION 15A & 15B 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. PART VI, SECTION C, QUESTION 19 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, 2017. PART XI, LINE 9 CAPITAL TRANSFERS ... $(103,517) ST BERNARD HEALTH FUND 4200 ESSEN LANE BATON ROUGE LA 70809 204685614 HEALTHCARE LA 501(C)(3) 11 TYPE 1 FMOL false HEALTH CARE CENTERS IN SCHOOLS 5000 HENNESSY BOULEVARD BATON ROUGE LA 70808 721443935 HEALTHCARE LA 501(C)(3) 7 OLOL true ST FRANCIS AMBULATORY SERVICES PO BOX 1901 MONROE LA 71210 721206096 HEALTHCARE LA 501(C)(3) 3 SFMC true HEART HOSPITAL OF ACADIANA LLC 1105 KALISTE SALOOM ROAD LAFAYETTE LA 70508 300442368 HEALTHCARE LA LOURDES N/A PERKINS PLAZA IMAGING DEVELOPMENT LLC 5000 HENNESSY BOULEVARD PLAZA 2 BATON ROUGE LA 70808 203894521 REAL ESTATE LA OLOL N/A P&S SURGERY CENTER LLC 312 GRAMMONT STREET MONROE LA 71201 721387870 HEALTHCARE LA SFMC N/A LOURDES IMAGING DEVELOPMENT LLC 4801 AMBASSADOR CAFFERY PKWY LAFAYETTE LA 70508 208326287 REAL ESTATE LA LOURDES N/A PARK PLACE SURGICAL CENTER LLC 4811 AMBASSADOR CAFFERY PKWY LAFAYETTE LA 70508 721404092 HEALTHCARE LA LOURDES N/A BRPT LAKE REHABILITATION CENTER LLC 5222 BRITTANY DRIVE BATON ROUGE LA 70808 721404092 HEALTHCARE LA OLOL N/A CONVENIENT CARE LLC 10319 JEFFERSON HIGHWAY BATON ROUGE LA 70809 721439481 HEALTHCARE LA OLOL N/A PERKINS PLAZA AMBULATORY SURGERY CENTER 3540 S BOULEVARD SUITE 225 EDMOND OK 73013 481264699 HEALTHCARE LA OLOL N/A SURGICAL SPECIALTY CENTER OF BATON ROUGE 8080 BLUEBONNET BLVD BATON ROUGE LA 70810 233160962 HEALTHCARE LA OLOL N/A ST ELIZABETH-MARY BIRD PERKINS CANCER C 4950 ESSEN LANE BATON ROUGE LA 70809 260628752 HEALTHCARE LA STEH N/A ST MARYS IMAGING CENTER II LLC 4801 AMBASSADOR CAFFERY PKWY LAFAYETTE LA 70508 233160962 HEALTHCARE LA LOURDES IMAGING N/A NORTHEAST LA CANCER INSTITUTE LLC 411 CALYPSO STREET MONROE LA 71201 721329499 HEALTHCARE LA SFMC N/A LHCG-XIII LLC 901 S HUGH WALLIS ROAD LAFAYETTE LA 70508 208068308 HEALTHCARE LA LOURDES N/A LOURDES AFTER HOURS LLC 7777 HENNESSY BLVD SUITE 1004-202 BATON ROUGE LA 70809 201367299 HEALTHCARE LA LOURDES N/A LAKE URGENT CARE ASCENSION LLC 10319 JEFFERSON HIGHWAY BATON ROUGE LA 70809 352463092 HEALTHCARE LA STEH N/A LAKE URGENT CARE ASCENSION LL 10319 JEFFERSON HIGHWAY BATON ROUGE LA 70809 352463092 HEALTHCARE LA OLOL N/A OLOLUSP SURGERY CENTER LLC 15305 DALLAS PKWY STE 1600 LB 28 ADDISON TX 75001 352457810 HEALTHCARE TX OLOL N/A ST FRANCIS URGENT CARE LLC 10319 JEFFERSON HIGHWAY BATON ROUGE LA 70809 HEALTHCARE LA SFMC N/A GAMMA KNIFE OF LOUISIANA LLC 4950 ESSEN LANE BATON ROUGE LA 70809 811827194 HEALTHCARE LA OLOL N/A PREMIER HEALTH HOLDINGS LLC 10319 JEFFERSON HIGHWAY BATON ROGUE LA 70809 472665226 HEALTHCARE LA OLOL N/A PINNACLE CARE HOLDINGS LLC 5000 HENNESSY BLVD BATON ROUGE LA 70808 821637627 HEALTHCARE LA olol N/A LHCG LXVII LLC 901 S HUGH WALLIS ROAD LAFAYETTE LA 70508 HEALTHCARE LA LOURDES N/A PERKINS PLAZA AMBULATORY SURGERY CENTER 7145 PERKINS ROAD BATON ROUGE LA 70808 481264699 HEALTHCARE LA OLOL N/A ST FRANCIS INSURANCE AGENCY 309 JACKSON STREET MONROE LA 71201 721435136 INSURANCE LA SFMC C CORP HOSPITAL ASSISTANCE SERVICES PO BOX 4027-C LAFAYETTE LA 70502 721073486 HEALTHCARE LA LOURES C CORP LOUISE INSURANCE COMPANY PO BOX 1051 CJ KY1-1102 INSURANCE CJ FMOL C CORP MONROE HEALTH SERVICES PO BOX 3187 MONROE LA 71210 721057820 HEALTHCARE LA AMBULATORY C CORP NORTHEAST LA HEALTH NETWORK 309 JACKSON STREET MONROE LA 71201 721294587 HEALTHCARE LA AMBULATORY C CORP FRANCISICAN HEALTH & WELLNESS SERVICES I 4200 ESSEN LANE BATON ROUGE LA 70809 455492379 HEALTHCARE LA FMOL C CORP FMOL HEALTH SYSTEM HOLDINGS INC 4200 ESSEN LANE BATON ROUGE LA 70809 454405024 INVESTMENT LA FMOL C CORP false false true false false false false false false false true false true false false true false true true