2014-05-15T14:53:05-05:00 2013-06-30 KPMG LLP 301 Main Street Suite 2150 Baton Rouge LA 70801 990 2012-07-01 260297860 FRANCISCAN PACE INC % ROBERT RAMSEY FRAN 2259232701 4200 ESSEN LANE Suite BATON ROUGE LA 70809 Robert Ramsay 2259232701 2014-05-15 true 2253444000 2012 2015-11-30 17:44:51Z KAREN ALLEN 4200 ESSEN LANE BATON ROUGE LA 70809 9302907 false 0928 X N/A X 2007 LA FRANCISCAN PACE, INC. PROVIDES NON-PROFIT HEALTH AND SUPPORTIVE SERVICES DESIGNED TO ASSIST SENIORS WHO DESIRE AN ALTERNATIVE TO NURSING HOME CARE. 11 9 67 18 0 0 81592 8274563 9221315 0 0 0 0 8274563 9302907 200 300 0 0 2327390 2771123 0 0 0 5358272 5624651 7685862 8396074 588701 906833 4285832 5509075 2869950 3186360 1415882 2322715 X 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. false false 4597597 300 5017172 THE PACE PROGRAM IS DESIGNED TO PROVIDE PROGRAMS OF ALL-INCLUSIVE CARE FOR THE ELDERLY. AN ARRAY OF SERVICES ARE PROVIDED AT THE PACE CENTER SUCH AS RECREATIONAL THERAPY, MEALS, SOCIAL ACTIVITIES, AND A MEDICAL CLINIC. PACE RETAINS AN ON-STAFF TEAM OF NURSES, A PHARMACIST AND TWO PHYSICIANS WHO DISPENSE MEDICATION, MONITOR VITAL SIGNS AND TEND TO THE WELL-BEING OF THE PARTICIPANTS. DURING THE CURRENT YEAR, THE PROGRAM HAD 133 PARTICIPANTS. 1234599 2296203 PARTICIPANTS IN THE PACE PROGRAM CAN RECEIVE OUTPATIENT OR INPATIENT PHYSICIAN VISITS. EXAMPLES OF OUTPATIENT AND INPATIENT SERVICES ARE HOSPITALIZATION AND SPECIALIST VISITS. DURING THE CURRENT YEAR, 204 INPATIENT AND 1,848 OUTPATIENT VISITS OCCURRED. 1025842 1907940 FRANCISCAN PACE HAS ESTABLISHED THE PATIENT CARE ASSISTANCE PROGRAM. THIS PROGRAM OFFERS BASIC SERVICES SUCH AS MEALS, CLEANING AND RESTROOM ASSISTANCE FOR THE PARTICIPANTS AT THEIR HOMES. DURING THE CURRENT YEAR, THE PROGRAM HAD 90 PARTICIPANTS. 6858038 true true false false false false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false false false false true false false false false true false false false true 65 0 true 67 true false false false false false false false false false false X 11 9 false false false false true true true true true false false true true true true false false false false false X ROBERT RAMSEY 2259232701 4200 ESSEN LANE BATON ROUGE LA 70809 X ALDEN ANDRE 1.0 4.0 X 0 0 0 NITA SMITH 1.0 0.0 X 0 0 0 VICKI BROOKS 1.0 0.0 X 0 0 0 KIM MORGAN 1.0 0.0 X 0 0 0 VALERIE BARGAS 1.0 0.0 X 0 0 0 SR MARGARIDA M VASQUES OSF 1.0 3.0 X 0 0 0 LOUIS LEGGIO MD 1.0 0.0 X X 0 0 0 SUSAN NELSON MD 50.0 0.0 X 328375 0 74457 KAREN B ALLEN 7.5 42.5 X X 0 249557 55112 KATHERINE JONES 1.0 0.0 X 0 0 0 HENRY LAMBERT 1.0 0.0 X 0 0 0 SR YUEN VU OSF 1.0 0.0 X 0 0 0 JOHN HAMILTON 1.0 0.0 X X 0 0 0 ROBERT D RAMSEY 1.0 52.0 X 0 560813 143082 JOLEE BOLLINGER 1.0 50.0 X 0 415218 59449 328375 1225588 332100 1 false true false ST CLARE MANOR 7435 BISHOP OTT DRIVE BATON ROUGE LA 70806 NURSING HOME SERVICE 1114483 ALWAYS BEST CARE OF BATON ROUGE 5319 DIDESSE SUITE C BATON ROUGE LA 70808 PCA SERVICES 487747 HOMEWATCH CAREGIVERS 2321 DRUISILLA LANE SUITE B BATON ROUGE LA 70809 PCA SERVICES 470332 OLLIE STEELE BURDEN MANOR 4250 ESSEN LANE BATON ROUGE LA 70809 NURSING HOME SERVICE 354285 RELIANT REHABILITATION 5212 VILLAGE CREEK DRIVE PLANO TX 75093 REHAB/OCC. THERAPY 187215 6 81592 81592 81592 MEDICARE/MEDICAID PATIENT REVENUE 900099 9120170 9120170 ADULT DAY CARE 900099 97758 97758 OTHER REVENUE 900099 3387 3387 9221315 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9302907 9221315 0 0 300 300 0 0 0 334284 193885 140399 0 1932230 1791564 140666 51338 42046 9292 453271 371229 82042 0 200136 200136 0 27110 27110 0 0 0 4380586 3592615 787971 5900 5900 280469 229704 50765 66825 23389 43436 0 326968 303165 23803 14889 1861 13028 0 8373 1047 7326 0 0 100620 93295 7325 147711 147711 MEDICAL SUPPLIES EXPENSE 23669 21946 1723 0 BAD DEBT 22175 20561 1614 DUES & SUBSCRIPTIONS 17343 16080 1263 LICENSES 1877 1740 137 8396074 6858038 1538036 0 3651144 4917535 0 0 0 0 204002 107319 0 0 0 0 0 0 0 0 37283 93466 695359 304604 372039 390755 0 0 0 0 0 0 0 0 21364 0 4285832 5509075 408444 895160 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2461506 2291200 2869950 3186360 X 1346828 2234568 69054 88147 0 0 1415882 2322715 4285832 5509075 906833 X false true X true false X 0 0 152400 0 81592 233992 2061864 4617753 7201838 8274563 9221315 31377333 0 0 0 2061864 4617753 7354238 8274563 9302907 31611325 0 0 0 31611325 0 0 0 0 0 2061864 4617753 7354238 8274563 9302907 31611325 X 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 36204 5912 30292 357539 143725 213814 301616 154967 146649 390755 0 DUE TO OUR LADY OF THE LAKE RM 12526 DUE TO FMOL HEALTH SYSTEM, INC 422674 RISK RESERVE 1814058 PART D SETTLEMENT RESERVE 37100 SELF INSURANCE LIAB LT 4842 2291200 X FIN 48 (ASC 740) FOOTNOTE SCHEDULE D, PART XIV THE ORGANIZATION "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." false true false false false false false false false ROBERT D RAMSEY 0 399933 0 145225 0 15655 0 103675 0 39407 0 703895 0 0 JOLEE BOLLINGER 0 317218 0 97700 0 300 0 45000 0 14449 0 474667 0 0 SUSAN NELSON MD 327604 0 0 771 0 47972 0 26485 0 402832 0 0 0 KAREN B ALLEN 0 170426 0 59025 0 20106 0 30737 0 24375 0 304669 0 0 PART I, QUESTION 4B FMOLHS maintains an unfunded deferred compensation plan which meets the requirements of IRC Section 457(f) and IRC Section 409A. The plan provides for compensation to be deferred and paid upon the occurrence of certain events such as termination without cause, disability, death or attainment of a specific payment date. Participation in the plan is limited to certain executives and is subject to approval of FMOLHS board of directors or a designated committee of such board. No one listed on Part VII, Section A received a payment from the plan in the current year. PART I, QUESTION 3 THE CEO/EXECUTIVE DIRECTOR IS PAID BY FMOL HEALTH SYSTEM, A RELATED TAX EXEMPT ORGANIZATION. THE FMOLHS BOARD OF DIRECTORS DESIGNATES A COMPENSATION COMMITTEE, MADE UP OF INDEPENDENT BOARD MEMBERS, TO REVIEW AND SET THE CEO/EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY. THE COMPENSATION COMMITTEE OBTAINS AND RELIES UPON COMPARABLE DATA INCLUDING A COMPENSATION STUDY/SURVEY FROM AN INDEPENDENT COMPENSATION CONSULTANT. THE COMPENSATION COMMITTEE REVIEWS COMPENSATION PACKAGES AND APPROPRIATE COMPENSATION IS DETERMINED AND APPROVED. THE BASIS FOR DETERMINATION IS THEN DOCUMENTED BY THE COMPENSATION COMMITTEE. Part I, Question 4A TWO OFFICERS 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. 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. NO PAYMENTS WERE MADE UNDER THE PLAN IN THE CURRENT YEAR. X 2 81592 COST 0 false true false PART VI, SECTION A: QUESTION 6 FMOL HEALTH SYSTEM (AN IRC SECTION 501(C)(3) ORGANIZATION) IS THE SOLE MEMBER OF FRANCISCAN PACE, INC. PART VI, SECTION A: QUESTION 7A FMOL HEALTH SYSTEM, AS THE SOLE MEMBER OF FRANCISCAN PACE, INC., RETAINS THE POWER TO APPOINT AND REMOVE THE MEMBERS OF THE BOARD OF TRUSTEES AND OFFICERS OF FRANCISCAN PACE, INC. PART VI, SECTION A: QUESTION 7B THE RESERVED POWERS TO FMOL HEALTH SYSTEM, INC. ARE AS FOLLOWS: 1. TO CHANGE PHILOSOPHY, OBJECTIVES AND PURPOSES OF CORPORATION 2. TO APPOINT OR REMOVE THE MEMBERS OF THE BOARD OF TRUSTEES AND OFFICERS OF THE CORPORATION 3. TO AMEND, ALTER, MODIFY OR REPEAL THE ARTICLES OF INCORPORATION AND BYLAWS OF THE CORPORATION 4. TO AUTHORIZE MERGER, CONSOLIDATION, OR AFFILIATION, OR PARTICIPATE IN JOINT VENTURES 5. TO DISSOLVE AND TO DISTRIBUTE ASSETS OF THE CORPORATION 6. TO APPOINT AND/OR TERMINATE WITH OR WITHOUT CAUSE THE CHIEF EXECUTIVE OFFICER OF THE CORPORATION 7. TO ACQUIRE, PURCHASE, SELL, LEASE, TRANSFER, OR ENCUMBER ANY IMMOVABLE PROPERTY ON BEHALF OF THE CORPORATION 8. TO ADD TO OR INCUR LONG-TERM DEBT IN EXCESS OF $5 MILLION BY THE CORPORATION 9. TO APPOINT THE FISCAL AUDITOR FOR THE CORPORATION 10. TO APPROVE ANY INCREMENT OR ADDITION TO THE CAPITAL DEBT OR EFFORTS TO RENEGOTIATE, MODIFY OR CHARGE THE EXISTING CAPITAL DEBT OBLIGATIONS OF THE CORPORATION 11. TO APPROVE THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION 12. TO APPROVE A STRATEGIC BUSINESS PLAN OF THE CORPORATION. PART VI, SECTION A: QUESTION 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. PART VI, SECTION B: QUESTION 12C FRANCISCAN PACE 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 THE 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 SHE/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 FRANCISCAN PACE 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, FRANCISCAN PACE PROVIDES MECHANISMS FOR CONFIDENTIAL REPORTING OF COMPLIANCE ISSUES. THESE MECHANISMS INCLUDE AN ANONYMOUS HOTLINE AND WEBSITE 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. PART VI, SECTION B: QUESTION 15A & 15B THE COMPENSATION FOR THE CEO OF FRANCISCAN PACE, INC. IS SET BY THE COMPENSATION COMMITTEE OF FMOL HEALTH SYSTEM, INC. (A RELATED TAX EXEMPT ORGANIZATION). THE FMOLHS BOARD OF DIRECTORS DESIGNATES THE HUMAN RESOURCES AND COMPENSATION MADE UP OF INDEPENDENT MEMBERS TO REVIEW AND SET THE COMPENSATION ANNUALLY OF PACE'S CEO. THE COMMITTEE OBTAINS AND RELIES UPON COMPARABLE DATA INCLUDING INDUSTRY-WIDE COMPENSATION INFORMATION PROVIDED BY 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. PART VI, SECTION C: QUESTION 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ST BERNARD HEALTH FUND 4200 ESSEN LANE BATON ROUGE LA 70809 204685614 HEALTHCARE LA 11 TYPE 1 FMOLHS false HEALTH PARTNERS NETWORK OF SOUTH LA 4809 AMBASSADOR CAFFERY SUITE 350 LAFAYETTE LA 70506 HEALTHCARE LA 3 LOURDES RMC true HEALTH CARE CENTERS IN SCHOOLS 5000 HENNESSY BLVD BATON ROUGE LA 70808 721443935 HEALTHCARE LA 7 OLOL true HEART HOSPITAL OF ACADIANA 1105 KALISTE SALOOM ROAD LAFAYETTE LA 70508 300442368 HEALTHCARE LA LOURDES N/A false true PERKINS PLAZA MEDICAL ARTS DEV 5000 HENNESSY BOULEVARD BATON ROUGE LA 70808 450516574 REAL ESTATE LA OLOL N/A false true CAPITAL AREA SHARED SERVICES ORG 5000 HENNESSY BOULEVARD BATON ROUGE LA 70808 275173212 HEALTHCARE LA OLOL PG N/A false true PERKINS PLAZA IMAGING DEVELOPMENT 5000 HENNESSY BOULEVARD BATON ROUGE LA 70808 203894521 REAL ESTATE LA OLOL N/A false true P&S SURGERY CENTER LLC 312 GRAMMONT STREET MONROE LA 71201 721387870 HEALTHCARE LA ST FRANCIS N/A false true NUCLEAR IMAGING LLC 5000 HENNESSY BOULEVARD BATON ROUGE LA 70808 721470061 HEALTHCARE LA OLOL N/A false true ST ELIZABETH MARY-BIRD PERKINS CANCER 4950 ESSEN LANE BATON ROUGE LA 70809 260628752 HEALTHCARE LA STEH N/A false true LOURDES IMAGING DEVELOPMENT 4809 AMBASSADOR CAFFERY SUITE 350 LAFAYETTE LA 70506 208326287 REAL ESTATE LA LOURDES N/A false true PARK PLACE SURGICAL HOSPITAL 7 901 WILSON STREET LAFAYETTE LA 70503 721404092 HEALTHCARE LA LOURDES N/A false true BRPT LAKE REHABILITATION CENTER 530 SHADOWS LAKE BATON ROUGE LA 70808 721506100 HEALTHCARE LA OLOL N/A false true CONVENIENT CARE LLC 7777 HENNESSY BOULEVARD SUITE 1004 BATON ROUGE LA 70808 721439481 HEALTHCARE LA OLOL N/A false true PERKINS PLAZA AMBULATORY SERVICES 54 THE LEGENDS PARKWAY SUITE 159 EUREKA MO 63025 481264699 HEALTHCARE LA OLOL N/A false true SURGICAL SPECIALTY CENTER OF BATON ROUGE 8080 BLUEBONNET BOULEVARD BATON ROUGE LA 70810 233160962 HEALTHCARE LA OLOL N/A false true ST ELIZABETH IMAGING CENTER 1125 HIGHWAY 30 GONZALES LA 70737 721470744 HEALTHCARE LA STEH N/A false true REGIONAL EYE SURGERY CENTER L 7777 HENNESSY BLVD SUITE 4000 BATON ROUGE LA 70808 721484653 HEALTHCARE LA OLOL N/A false true ST MARY'S IMAGING CENTER II LLC 4809 AMBASSADOR CAFFERY SUITE 350 LAFAYETTE LA 70506 HEALTHCARE LA LOURDES IMAGING N/A false true NORTHEAST LA CANCER INSTITUTE 141 DESTARD STREET SUITE 704 MONROE LA 71201 721329499 HEALTHCARE LA ST FRANCIS N/A false true LOURDES AFTER HOURS 7777 Hennessy Blvd SUITE 1004-202 BATON ROUGE LA 70808 201367299 HEALTHCARE LA LOURDES N/A false true LHCG-XIII LLC 420 WEST PINHOOK ROAD SUITE A LAFAYETTE LA 70503 208068308 HEALTHCARE LA LOURDES N/A false true CAPITAL AREA SHARED SERVICES ORGANIZATIO 5000 HENNESSY BOULEVARD BATON ROUGE LA 70808 275173212 HEALTHCARE LA STEP N/A false true LAKE URGENT CARE ASCENSION 10319 JEFFERSON HIGHWAY BATON ROUGE LA 70809 352463092 HEALTHCARE LA STEH N/A false true OLOL PONTCHARTRAIN SURGERY CENTERS LLC 15305 DALLAS PKWY STE 1600 LB 28 ADDISON TX 75001 461379031 HEALTHCARE TX OLOLUSP N/A false true OLOLUSP SURGERY CENTER LLC 15305 DALLAS PKWY STE 1600 LB 28 ADDISON TX 75001 352457810 HEALTHCARE LA OLOL N/A false true LAKE URGENT CARE ASCENSION 10319 JEFFERSON HIGHWAY BATON ROUGE LA 70809 352463092 HEALTHCARE LA OLOL N/A false true ST FRANCIS INSURANCE AGENCY 309 JACKSON STREET MONROE LA 71201 721435136 INSURANCE LA ST FRANCIS C CORP HOSPITAL ASSISTANCE SERVICES PO BOX 4027-C LAFAYETTE LA 70502 721073486 HEALTHCARE LA LOURDES 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 CHARITABLE REMAINDER TRUST INVESTMENT LA OLOL FOUNDATION TRUST FRANCISCAN HEALTH&WELLNESS SERVICES INC 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 false false false false false false false false true false false false false true true true false