2014-05-22T13:15:16-05:00 2013-06-30 KPMG LLP 301 Main Street Suite 2150 Baton Rouge LA 70801 990 2012-07-01 721173156 OUR LADY OF THE LAKE COLLEGE INC % JEFF LIMBOCKER OURL 2257681700 5000 HENNESSY BOULEVARD Suite BATON ROUGE LA 70808 JEFF LIMBOCKER 2257657709 2014-05-15 true 2253444000 2012 2015-11-30 17:44:51Z SCOTT WESTER 5000 HENNESSY BLVD BATON ROUGE LA 70808 24719703 false 0928 X ololcollege.edu X 1990 LA OUR LADY OF THE LAKE COLLEGE, INC. IS A FOUR YEAR PRIVATE CATHOLIC INSTITUTION,OFFERING DEGREES IN NURSING, HEALTH/BEHAVIORAL SCIENCES, & HUMANITIES. THE COLLEGE IS AN INTEGRAL PART OF THE FMOL HEALTH SYSTEM. 19 16 347 24 0 0 3568457 4420649 18357999 20237210 37894 20887 0 0 21964350 24678746 117500 377650 0 0 14673547 15299765 0 0 0 6572809 6539627 21363856 22217042 600494 2461704 17164758 20802958 7094166 8890599 10070592 11912359 X 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 PRIVILEGED TO SERVE. false false 13652649 377650 20237210 TO PROVIDE FOR THE OPERATION OF A SCHOOL OF NURSING AND ALLIED HEALTH IN ORDER TO INSURE THE COMMUNITY AND STATE OF LOUISIANA MAINTAINS AN ADEQUATE SUPPLY OF MEDICAL PROFESSIONALS. THE NUMBER OF STUDENTS BENEFITTED ARE 1,707 DURING THE SPRING, 821 DURING THE SUMMER AND 1,765 DURING THE FALL. 13652649 true true false false false false false false false true true false false true true true true true true false false 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 37 0 true 347 true false false false false false false false false false false X 19 16 false false false false true true true true true false false true false false false true false false X JEFF LIMBOCKER 2257656565 5000 HENNESSY BOULEVARD BATON ROUGE LA 70808 STEVE NATHANSON 2.0 0.0 X X 0 0 0 ALDEN L ANDRE 2.0 3.0 X 0 0 0 REDFIELD E BRYAN MD 2.0 22.0 X X 0 194076 24035 THOMAS B FLYNN MD 2.0 0.0 X 0 0 0 SANDRA S HARPER 50.0 0.0 X 300636 0 73450 JUDGE LUKE A LAVERGNE 2.0 0.0 X X 0 0 0 MARGO M ABADIE 2.0 0.0 X 0 0 0 WILLIAM E BALHOFF 2.0 0.0 X 0 0 0 JOHN R CLIFFORD MD 6.0 0.0 X 42540 0 114 CHARLES FREEBURGH 2.0 4.0 X X 0 0 0 WILLIAM M KNOBLES 2.0 0.0 X 0 0 0 REV MATTHEW P LORRAIN 2.0 0.0 X 0 0 0 SR BETTY LYONS 2.0 1.0 X 0 0 0 MICHELLE G MITCHELL 2.0 0.0 X 0 0 0 LANIE W SMITH 2.0 40.0 X 0 92524 18256 GINGER MILLER 2.0 0.0 X 0 0 0 DOUGLAS P MOREAU JD 2.0 0.0 X 0 0 0 STEVE N CARVILLE 2.0 0.0 X 0 0 0 MELANIE H GREEN PHD 2.0 0.0 X 0 0 0 DOLORES DEE N LEJEUNE 2.0 0.0 X 0 370673 59572 CHRISTEL C SLAUGHTER PHD 2.0 0.0 X 0 0 0 DALE M SONGY 2.0 0.0 X 0 0 0 MELANIE B VERGES 2.0 0.0 X 0 0 0 JOSEPH E MELANCON BBA 2.0 0.0 X 0 0 0 CAROL MSEAVER EDD 2.0 0.0 X 0 0 0 BEVERLY SONNIER 50.0 0.0 X 0 74040 27542 DAVID A ENGLAND 40.0 0.0 X 190197 0 26970 MARIE N KELLEY 40.0 0.0 X 212475 0 34710 PHYLLIS PEDERSEN 40.0 0.0 X 151933 0 31469 AIMEE L BADEAUX 40.0 0.0 X 132544 0 30615 1030325 731313 326733 11 false true false LEVERT-ST JOHN INC P O BOX 518 METAIRIE LA 700040518 REPAIR & MNT CONTRCT 405438 FMOL HEALTH SYSTEM 4200 ESSEN LANE BATON ROUGE LA 70809 MANAGEMENT & SERVICE 771051 CAMPUS EAI 1111 SUPERIOR AVENUE SUITE 310 CLEVELAND OH 44114 IT SERVICES 415340 EBSCO PROFESSIONAL PARTNERS 5724 HIGHWAY 280 EAST BIRMINGHAM AL 35242 INTERNET SERVICES 124126 OUR LADY OF THE LAKE HOSPITAL INC 5000 HENNESSY BOULEVARD BATON ROUGE LA 70808 MANAGEMENT SERVICES 129000 5 2938585 309484 1172580 4420649 TUITION AND FEES 900099 20160113 20160113 LIBRARY MANAGEMENT FEES 900099 50000 50000 MISCELLANEOUS REVENUE 900099 21348 21348 COPY REVENUE 900099 4354 4354 VENDING 900099 1395 1395 20237210 61844 0 61844 0 0 0 0 0 40957 -40957 -40957 0 -40957 0 0 0 0 24678746 20237210 0 20887 400 400 377250 377250 0 0 823781 609358 214423 0 10737356 7942521 2794835 1632613 1207659 424954 1297372 859577 437795 808643 612772 195871 1756170 320589 1435581 73304 73304 192194 8 192186 0 0 0 0 2896 535 2361 904496 490605 413891 224935 16824 208111 0 2209474 832368 1377106 8344 5287 3057 0 157231 91152 66079 0 0 379206 197571 181635 132304 57552 74752 RECRUITMENT 398143 10309 387834 0 OTHER MISCELLANEOUS 89759 9948 79811 MEDICAL SUPPLIES 11171 10364 807 22217042 13652649 8564393 0 X 266502 566368 597623 4730677 0 0 1496866 340327 0 0 0 0 0 0 0 0 267690 145003 5269750 3235624 2018376 2034126 3672141 3238819 0 0 0 0 0 0 8845560 9747638 17164758 20802958 2590829 2994957 0 0 1493890 1566044 0 0 0 0 0 0 0 0 0 0 3009447 4329598 7094166 8890599 X 2158720 3175804 2611872 3436555 5300000 5300000 10070592 11912359 17164758 20802958 X 2461704 3322 -623259 X false true X true true true X 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6270173 689800 129984 6829989 5914594 438645 83066 6270173 5727955 186639 5914594 4781914 946041 5727955 5349181 -567267 4781914 1.00000 false true true 691358 408436 282922 4578392 2827188 1751204 2034126 LADY OF THE LAKE FOUNDATION 8579301 REFUNDABLE ADVANCE - OLOL FDTN 1031628 DUE FROM OLOL FDTN 136709 9747638 0 ACCRUED PENSION COSTS 4172488 LONG-TERM SELF INSURANCE LIABILITY 157110 4329598 X 23557848 3322 77856 81178 23476670 1202076 1202076 24678746 21917504 77856 77856 21839648 377394 377394 22217042 ASC 740 (FIN 48) FOOTNOTE Schedule D The Medical Center 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 Our Lady of the Lake College, Inc. PART XI LINE 2D BAD DEBT EXPENSE RECLASS: 77,856 LINE 4B PURCHASE DISCOUNT RECLASS: 143 SCHOLARSHIP EXPENSE RECLASS: 377,250 BOOK TO TAX DIFFERENCE - RESTRICTED CONTRIBUTIONS: 824,683 PART XII LINE 2D BAD DEBT EXPENSE RECLASS: 77,856 LINE 4B PURCHASE DISCOUNT RECLASS: 144 SCHOLARSHIP EXPENSE RECLASS: 377,250 true true true true true true true false false false false false false false false true false true NON DICRIMINATORY POLICY SCHEDULE E, LINE 2 PUBLISHED THROUGH THE NEWSPAPER, THE STUDENT HANDBOOK AND IN CATALOGUE GOVERNMENT AID OR ASSISTANCE SCHEDULE E, LINE 6A THE TAXPAYER RECEIVED GRANTS FROM THE U.S. DEPARTMENT OF EDUCATION TOTALING $272,704. true SCHOLARSHIPS FOR STUDENTS ATTENDING OLOL COLLEGE 223 377250 Schedule I, Part 1, Iine 2 Each charitable contribution or scholarship is monitored by Our Lady of the Lake College Inc. The College has set different levels of monitoring depending upon the amount of the contribution or scholarship. X X false false false false false false false true false REDFIELD E BRYAN MD 0 130000 0 40000 0 24076 0 0 0 24035 0 218111 0 0 SANDRA S HARPER 269730 0 30125 0 781 0 52741 0 20709 0 374086 0 0 0 DAVID A ENGLAND 181970 0 0 0 8227 0 7770 0 19200 0 217167 0 0 0 MARIE N KELLEY 90881 0 1500 0 120094 0 26119 0 8591 0 247185 0 0 0 PHYLLIS PEDERSEN 151708 0 0 0 225 0 6462 0 25007 0 183402 0 0 0 AIMEE L BADEAUX 132069 0 0 0 475 0 5674 0 24941 0 163159 0 0 0 DOLORES DEE N LEJEUNE 0 257665 0 109900 0 3108 0 53435 0 6137 0 430245 0 0 PART I, QUESTION 7 DISCRETIONARY BONUSES WERE PAID WITH REGARD TO PERSONS LISTED ON PART VII, SECTION A, LINE 1A. SUCH BONUSES WERE APPROVED BY THE PRESIDENT. PART I, QUESTION 4A MARIE N. KELLEY RECEIVED A SEVERANCE PAYMENT OF $ 115,350 DURING THE CURRENT YEAR. PART VI, SECTION C, QUESTION 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. 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 OUR LADY OF THE LAKE COLLEGE, INC. PART VI, SECTION A, QUESTION 7A OUR LADY OF THE LAKE HOSPITAL, INC., AS THE SOLE MEMBER OF OUR LADY OF THE LAKE COLLEGE, INC. RETAINS THE POWER TO APPOINT AND REMOVE THE MEMBERS OF THE BOARD OF TRUSTEES OF OUR LADY OF THE LAKE COLLEGE, INC. WITH CAUSE. PART VI, SECTION A, QUESTION 7B OUR LADY OF THE LAKE HOSPITAL, INC., AS MEMBER OF OUR LADY OF THE LAKE COLLEGE, INC., 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 COLLEGE 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 COLLEGE 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 B, QUESTION 12C OUR LADY OF THE LAKE COLLEGE, INC. 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 OLOL COLLEGE 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, OLOL COLLEGE 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 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 15A & 15B THE BOARD OF DIRECTORS 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 DIRECTORS, 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 B, QUESTION 12A & 14 THROUGHOUT THE TAX YEAR, THE ORGANIZATION HAD A CONFLICT OF INTEREST POLICY AND DOCUMENT RETENTION POLICY IN PLACE ALTHOUGH THEY WERE NOT APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE JUNE 30, 2012. THESE POLICIES HAVE, HOWEVER, BEEN APPROVED BY THE BOARD OF DIRECTORS OF OUR LADY OF THE LAKE HOSPITAL, INC. (THE ORGANIZATION'S SOLE-MEMBER). THE ORGANIZATION INTENDS TO HAVE THE POLICIES APPROVED BY FILING ORGANIZATION'S BOARD OF DIRECTORS OR COMMITTEE THEREOF. 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