2013-05-20T13:46:49-05:00 2012-06-30 KPMG LLP 450 Laurel Street Suite 1700 Baton Rouge LA 70801 990 2011-07-01 721173156 OUR LADY OF THE LAKE COLLEGE INC % JEFF LIMBOCKER OURL 2257657709 5000 HENNESSY BOULEVARD BATON ROUGE LA 70808 JEFF LIMBOCKER 2013-05-13 true 2253444000 2011 2016-02-25 16:41:14Z SCOTT WESTER 5000 HENNESSY BLVD BATON ROUGE LA 70808 21964350 false 0928 X N/A X 1990 LA Our Lady of the Lake College operates a school of nursing and allied health. The College was established as an integral part of the program of service of Our Lady of the Lake Hospital, Inc. 19 14 329 17 0 5590261 3568457 17600694 18357999 51120 37894 23104 0 23265179 21964350 297085 117500 0 0 15203775 14673547 0 0 0 7280004 6572809 22780864 21363856 484315 600494 16349400 17164758 6825580 7094166 9523820 10070592 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 12910916 117500 18357999 TO PROVIDE FOR THE OPERATION OF A SCHOOL OF NURSING AND ALLIED HEALTH. THE NUMBER OF STUDENTS BENEFITTED ARE 1,715 DURING THE SPRING, 844 DURING THE SUMMER AND 1,748 DURING THE FALL. 12910916 true true false false false false false false false true true false false true true true false 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 false true 41 0 true 329 true false false false false false false false false false false X 19 14 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 X STEVE NATHANSON 2.0 X X 0 0 0 ALDEN L ANDRE 2.0 X 0 0 0 REDFIELD E BRYAN MD 2.0 X 0 179966 4925 THOMAS B FLYNN MD 2.0 X 0 0 0 SANDRA S HARPER 50.0 X X 298920 0 63258 JUDGE LUKE A LAVERGNE 2.0 X 0 0 0 MARGO M ABADIE 2.0 X 0 0 0 WILLIAM E BALHOFF 2.0 X 0 0 0 JOHN R CLIFFORD MD 2.0 X 0 148954 23334 Dr CHARLES FREEBURGH 2.0 X 0 0 0 WILLIAM M KNOBLES 2.0 X 0 0 0 REV MATTHEW P LORRAIN 2.0 X 0 0 0 SR BETTY LYONS 2.0 X 0 0 0 MICHELLE G MITCHELL 2.0 X 0 0 0 LANIE W SMITH 2.0 X 0 89228 15492 K SCOTT WESTER 2.0 X 0 604515 92564 KAREN WILLIAMS M D 2.0 X 0 0 0 GINGER MILLER 2.0 X 0 0 0 DOUGLAS P MOREAU JD 2.0 X 0 0 0 DAVID A ENGLAND 40.0 X 182651 0 23815 MARIE N KELLEY 40.0 X 127933 0 37350 HOA T NGUYEN 40.0 X 132657 0 36715 PHYLLIS PEDERSEN 40.0 X 148858 0 30699 YVONNE M BAHLINGER 40.0 X 142656 0 13490 AIMEE L BADEAUX 40.0 X 126454 0 25759 1160129 1022663 367401 13 false true false LEVERT-ST JOHN INC P O BOX 518 METAIRIE LA 700040518 REPAIR & MNT CONTRCT 341781 FMOL HEALTH SYSTEM 4200 ESSEN LANE BATON ROUGE LA 70809 MANAGEMENT & SERVICE 1621000 2 3296288 156239 115930 3568457 TUITION AND FEES 900099 18252673 18252673 MISCELLANEOUS REVENUE 900099 46038 46038 VENDING 900099 2929 2929 LIBRARY MANAGEMENT FEES 900099 50000 50000 COPY REVENUE 900099 6359 6359 18357999 37821 0 0 37821 0 0 73 73 73 73 0 0 0 0 21964350 18357999 0 37894 2500 2500 115000 115000 0 0 675051 0 675051 0 11062238 8782006 2280232 821418 614597 206821 1291615 946060 345555 823225 626108 197117 1601828 258101 1343727 188285 3285 185000 205123 14 205109 0 0 0 0 0 1610754 541442 1069312 0 0 1319379 573930 745449 19515 14324 5191 0 242854 161265 81589 0 0 435167 190794 244373 84894 36929 47965 RECRUITMENT 316336 20374 295962 0 OTHER MISCELLANEOUS 534560 10649 523911 MEDICAL SUPPLIES 14114 13538 576 21363856 12910916 8452940 0 474822 266502 655611 597623 0 0 571892 1496866 0 0 0 0 0 0 0 0 167391 267690 4900167 2881791 2197675 2018376 3619865 3672141 0 0 0 0 0 0 8662144 8845560 16349400 17164758 2528334 2590829 0 0 1398557 1493890 0 0 0 0 0 0 0 0 0 0 2898689 3009447 6825580 7094166 X 1831555 2158720 2392265 2611872 5300000 5300000 9523820 10070592 16349400 17164758 X 600494 -53722 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5914594 438645 83066 6270173 5727955 186639 5914594 4781914 946041 5727955 5349181 -567267 4781914 1.00000 false true true 716856 392316 324540 4183310 2489474 1693836 0 0 2018376 LADY OF THE LAKE FOUNDATION 7764464 OF THE LAKE FOUNDATION 1001430 FOUNDATION 79666 8845560 0 ACCRUED PENSION COSTS 3009447 3009447 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 at Our Lady of the Lake College, Inc. 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 $151,840. true scholarships for students attending OLOL college 56 115000 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 true false false false false false true false REDFIELD E BRYAN MD 0 130000 0 45000 0 4966 0 0 0 4925 0 184891 0 0 SANDRA S HARPER 267565 0 30000 0 1355 0 43883 0 19375 0 362178 0 0 0 JOHN R CLIFFORD MD 0 148879 0 0 0 75 0 6243 0 17091 0 172288 0 0 K SCOTT WESTER 0 424810 0 142134 0 37571 0 62240 0 30324 0 697079 0 0 DAVID A ENGLAND 182526 0 0 0 125 0 7540 0 16275 0 206466 0 0 0 MARIE N KELLEY 126001 0 0 0 1932 0 24943 0 12407 0 165283 0 0 0 HOA T NGUYEN 132532 0 0 0 125 0 5717 0 30998 0 169372 0 0 0 PHYLLIS PEDERSEN 148733 0 0 0 125 0 6290 0 24409 0 179557 0 0 0 YVONNE M BAHLINGER 142531 0 0 0 125 0 5662 0 7828 0 156146 0 0 0 AIMEE L BADEAUX 126204 0 0 0 250 0 5471 0 20288 0 152213 0 0 0 PART I, QUESTION 4A A board member listed in Part VII, who is also the CEO of a related organization, is 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 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. PART I, QUESTION 4B FMOL HEALTH SYSTEM, INC. (A RELATED TAX-EXEMPT ORGANIZATION) 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 FMOL HEALTH SYSTEM 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 7 DISCRETIONARY BONUSES WERE PAID WITH REGARD TO PERSONS LISTED ON PART VII, SECTION A, LINE 1A. SUCH BONUSES WERE APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. 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 AND OFFICERS OF OUR LADY OF THE LAKE COLLEGE, INC. 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. TO CHANGE PHILOSOPHY, OBJECTIVES, 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 ARTICLES OF INCORPORATION AND BYLAWS OF CORPORATION 4. TO AUTHORIZE MERGER, CONSOLIDATION OR AFFILIATION, OR PARTICIPATE IN JOINT VENTURES. 5. TO DISSOLVE AND 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 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 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. PART XI, QUESTION 5 CAPITAL TRANSFER TO PARENT (57,997) UNREALIZED GAIN 4,275 TOTAL (53,722) HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:REDFIELD E. BRYAN, M.D. TITLE:BOARD MEMBER HOURS:22 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LANIE W. SMITH TITLE:BOARD MEMBER HOURS:40 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:K. SCOTT WESTER TITLE:BOARD MEMBER HOURS:58 St Bernard Health Fund 4200 Essen Lane Baton Rouge LA 70809 204685614 Healthcare LA 501(C)(3) 11 Type 1 FMOLHS false Health Partners Network of South LA 4801 AMBASSADOR CAFFERY PKWY Lafayette LA 70508 Healthcare LA 501(C)(3) 3 Lourdes RMC true HEALTH CARE CENTERS IN SCHOOLS 5000 HENNESSY BLVD BATON ROUGE LA 70808 721443935 HEALTHCARE LA 501(C)(3) 7 OLOL true Lourdes Imaging Center LLC 4801 AMBASSADOR CAFFERY PKWY Lafayette LA 70508 208326214 Healthcare LA LOURDES N/A false true Heart Hospital of Acadiana 1105 Kaliste Saloom Road Lafayette LA 70508 300442368 Healthcare LA LOURDES N/A false true Lourdes Imaging Development LLC 4801 AMBASSADOR CAFFERY PKWY Lafayette LA 70508 720423635 Real Estate LA lourdes N/A false true Perkins Plaza Medical Arts Development 5000 Hennessy Boulevard Baton Rouge LA 70808 450516574 Real Estate LA OLOL N/A false true Perkins Plaza Imaging Center 5000 Hennessy Boulevard Baton Rouge LA 70808 203697665 Healthcare LA OLOL N/A false true Perkins Plaza Imaging Development 5000 Hennessy Boulevard Baton Rouge LA 70808 203894521 Real Estate LA OLOL N/A false true Nuclear Imaging LLC 5000 Hennessy Boulevard Baton Rouge LA 70808 721470061 Healthcare LA OLOL N/A false true ST FRANCIS PEDIATRIC AFTER HOURS LLC POST OFFICE 207 MONROE LA 71210 061782572 Healthcare LA ST FRANCIS N/A false true P&S Surgery Center LLC 312 Grammont Street Monroe LA 71201 721387870 Healthcare LA st francis N/A false true PARK PLACE SURGICAL HOSPITAL 901 WILSON STREET LAFAYETTE LA 70503 721404092 HEALTHCARE LA LOURDES N/A false true BRPT LAKE REHABILITATION CENTER 530 SHADOWS LANE BATON ROUGE LA 70806 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 SURGERY CENTER 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-MARY BIRD PERKINS 4950 ESSEN LANE BATON ROUGE LA 70809 260628752 Healthcare LA STEH N/A false true REGIONAL EYE SURGERY CENTER LLC 7777 HENNESSY BLVD SUITE 400 BATON ROUGE LA 70808 721484653 Healthcare LA OLOL N/A false true ST MARY'S IMAGING CENTER II 4801 AMBASSADOR CAFFERY PKWY LAFAYETTE LA 70508 HEALTHCARE LA lourdes imaging N/A false true NORTHEAST LA CANCER INSTITUTE 141 DESIARD STREET SUITE 704 MONROE LA 71201 721329499 HEALTHCARE LA ST FRANCIS N/A false true LHCG-XIII LLC 420 WEST PINHOOK ROAD SUITE A LAFAYETTE LA 70503 208068308 HEALTHCARE LA LOURDES N/A false true LOURDES AFTER HOURS LLC 2130 KALISTE SALOOM ROAD LAFAYETTE LA 70508 201367299 HEALTHCARE LA LOURDES N/A false true ST ELIZABETH IMAGING CENTER 1125 Highway 30 Gonzales LA 70739 364701565 HEALTH CARE LA STEH N/A false true CAPITAL AREA SHARED SERVICES ORGANIZATIO 5000 HENNESSY BLVD BATON ROUGE LA 70808 275173212 HEALTHCARE LA OLOL PG N/A false true CAPITAL AREA SHARED SERVICES ORGANIZATIO 5000 HENNESSY BLVD BATON ROUGE LA 70808 275173212 HEALTHCARE LA STEP 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 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 true true true false false true false true true