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← OUR LADY OF THE LAKE HOSPITAL INC

Form 990 for tax year 2022

Filed by OUR LADY OF THE LAKE HOSPITAL INC.

Totals

Total revenue
$1,684,701,448
Total expenses
$1,591,541,146
Contributions and grants received
$6,806,204
Grants paid
$8,359,123
Program service revenue
$1,618,288,353
Investment income
$26,965,951
Other revenue
$32,640,940
Total assets, end of year
$2,699,246,110
Total liabilities, end of year
$959,844,289
Net assets or fund balances, end of year
$1,739,401,821
Program services expenses (Part IX)
$1,184,192,736
Management and general expenses
$407,348,410
Fundraising expenses
$0
Program service expenses (Part III)
$1,184,192,736

Program services were 74.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • WILLIAM E BALHOFF

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • GREG BOWSER

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • SR HELEN CAHILL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3.5 related

  • MICHAEL CRAPANZANO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • RONNIE DAIGLE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • HENRY EISERLOH MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JOHN FRAICHE MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $594,796
    From this org
    $557,919
    From related orgs
    $0
    Other
    $36,877
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $448,486
    Bonus
    $98,309
    Other
    $11,124
    Deferred
    $15,250
    Nontaxable benefits
    $21,627
    Filer's total
    $594,796

  • SCOTT N HENSGENS

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JEFF LIMBOCKER

    BD MEMBER/FMOLHS CFO THRU 9/2022

    Total calculated
    $875,663
    From this org
    $0
    From related orgs
    $855,174
    Other
    $20,489
    Hours/week
    2 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $561,480 related
    Bonus
    $0 + $216,453 related
    Other
    $0 + $77,241 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,489 related
    Filer's total
    $0 + $875,663 related

  • HARRY J PHILLIPS JR

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • SR EILEEN ROWE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • STEPHEN M TOUPS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • BRENT W ALLAINJR MD

    BOARD MEMEBER/PHYSICIAN

    Total calculated
    $808,105
    From this org
    $767,744
    From related orgs
    $0
    Other
    $40,361
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $733,799
    Bonus
    $33,135
    Other
    $810
    Deferred
    $15,250
    Nontaxable benefits
    $25,111
    Filer's total
    $808,105

  • JAMIE BURGESS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • TODD CARUSO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CURTIS CHASTAIN

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $1,184,230
    From this org
    $1,128,880
    From related orgs
    $0
    Other
    $55,350
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,112,416
    Bonus
    $12,375
    Other
    $4,089
    Deferred
    $27,450
    Nontaxable benefits
    $27,900
    Filer's total
    $1,184,230

  • STEVEN GREMILLION MD

    BD MEMBER/FMOLHS CHIEF MEDICAL OFFICER

    Total calculated
    $969,726
    From this org
    $0
    From related orgs
    $929,358
    Other
    $40,368
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $639,829 related
    Bonus
    $0 + $277,388 related
    Other
    $0 + $12,141 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $25,118 related
    Filer's total
    $0 + $969,726 related

  • KIM HUNTER REED PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CHARLES L SPICER JR

    BD MEMBER/MARKET PRESIDENT FROM 10/22

    Total calculated
    $266,643
    From this org
    $0
    From related orgs
    $237,105
    Other
    $29,538
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $123,121 related
    Bonus
    $0 + $113,782 related
    Other
    $0 + $202 related
    Deferred
    $0 + $27,451 related
    Nontaxable benefits
    $0 + $2,087 related
    Filer's total
    $0 + $266,643 related

  • LOWELL E STANTON

    REGIONAL CFO - THRU 8/22

    Total calculated
    $648,848
    From this org
    $0
    From related orgs
    $606,053
    Other
    $42,795
    Hours/week
    2 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $461,602 related
    Bonus
    $0 + $141,829 related
    Other
    $0 + $2,622 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $27,545 related
    Filer's total
    $0 + $648,848 related

  • JENNIFER CLOWERS

    VP, FINANCE/CFO LOU - FROM 8/22

    Total calculated
    $577,368
    From this org
    $0
    From related orgs
    $506,713
    Other
    $70,655
    Hours/week
    2 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,392 related
    Bonus
    $0 + $152,086 related
    Other
    $0 + $2,235 related
    Deferred
    $44,531
    Nontaxable benefits
    $26,124
    Filer's total
    $70,655 + $506,713 related

  • BETH O'BRIEN

    INTERIM CEO - 7/22 THRU 10/22

    Total calculated
    $1,038,869
    From this org
    $0
    From related orgs
    $1,038,869
    Other
    $0
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,038,869 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,038,869 related

  • SHAUN M KEMMERLY

    VP, CHILDREN'S CMO

    Total calculated
    $540,790
    From this org
    $506,072
    From related orgs
    $0
    Other
    $34,718
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $408,028
    Bonus
    $93,730
    Other
    $4,314
    Deferred
    $15,250
    Nontaxable benefits
    $19,468
    Filer's total
    $540,790

  • NICOLE S TELHIARD

    SVP, PATIENT CARE SVCS

    Total calculated
    $484,505
    From this org
    $428,883
    From related orgs
    $0
    Other
    $55,622
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $325,597
    Bonus
    $100,214
    Other
    $3,072
    Deferred
    $27,450
    Nontaxable benefits
    $28,172
    Filer's total
    $484,505

  • STEPHANIE MANSON

    SVP, COO THRU 3/23

    Total calculated
    $605,781
    From this org
    $0
    From related orgs
    $552,790
    Other
    $52,991
    Hours/week
    2.5 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $423,753 related
    Bonus
    $0 + $127,327 related
    Other
    $0 + $1,710 related
    Deferred
    $0 + $27,450 related
    Nontaxable benefits
    $0 + $25,541 related
    Filer's total
    $0 + $605,781 related

  • DENZIL L MORAES

    PHYSICIAN

    Total calculated
    $1,455,963
    From this org
    $1,410,286
    From related orgs
    $0
    Other
    $45,677
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $999,043
    Bonus
    $331,218
    Other
    $80,025
    Deferred
    $15,250
    Nontaxable benefits
    $30,427
    Filer's total
    $1,455,963

  • PAUL M DAMPF

    PHYSICIAN

    Total calculated
    $1,178,812
    From this org
    $1,135,662
    From related orgs
    $0
    Other
    $43,150
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $464,525
    Bonus
    $588,450
    Other
    $82,687
    Deferred
    $15,250
    Nontaxable benefits
    $27,900
    Filer's total
    $1,178,812

  • VINCE CATALDO

    PHYSICIAN

    Total calculated
    $1,183,047
    From this org
    $1,157,768
    From related orgs
    $0
    Other
    $25,279
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $908,011
    Bonus
    $155,286
    Other
    $94,471
    Deferred
    $15,250
    Nontaxable benefits
    $10,029
    Filer's total
    $1,183,047

  • JOSEPH SHOWS

    PHYSICIAN

    Total calculated
    $1,143,087
    From this org
    $1,102,888
    From related orgs
    $0
    Other
    $40,199
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $860,950
    Bonus
    $147,736
    Other
    $94,202
    Deferred
    $15,251
    Nontaxable benefits
    $24,948
    Filer's total
    $1,143,087

  • PAUL GARRETT

    PHYSICIAN

    Total calculated
    $1,090,495
    From this org
    $1,051,928
    From related orgs
    $0
    Other
    $38,567
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $717,073
    Bonus
    $171,173
    Other
    $163,682
    Deferred
    $15,250
    Nontaxable benefits
    $23,317
    Filer's total
    $1,090,495

  • KENNETH SCOTT WESTER

    FORMER CEO

    Total calculated
    $3,625,673
    From this org
    $0
    From related orgs
    $3,612,382
    Other
    $13,291
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $347,194 related
    Bonus
    $0 + $257,512 related
    Other
    $0 + $3,007,676 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $13,291 related
    Filer's total
    $0 + $3,625,673 related

  • ALSTON E DUNBAR

    FORMER PRES - CHILDREN'S HOSPITAL

    Total calculated
    $476,652
    From this org
    $463,306
    From related orgs
    $0
    Other
    $13,346
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $262,118
    Bonus
    $0
    Other
    $201,188
    Deferred
    $0
    Nontaxable benefits
    $13,346
    Filer's total
    $476,652

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART 1, QUESTION 3:
THE CEO 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'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 MAKING SUCH DETERMINATION IS DOCUMENTED BY THE COMPENSATION COMMITTEE.
PART VII, QUESION 5
BETH O'BRIEN, WHO IS EMPLOYED BY AN UNRELATED ORGANIZATION, SERVED AS INTERIM CEO FROM 7/2022 TO 10/2022 AS WELL AS OTHER POSITIONS THROUGHOUT THE HOSPITAL SYSTEM FOR FYE JUNE 30, 2023. THE AMOUNT REPORTED ON PART VII AND SCHEDULE J REPRESENT THE AMOUNT FMOL HEALTH SYSTEM (THE HOSPITAL'S PARENT ORGANIZATION) PAID TO B E SMITH INC FOR BETH O'BRIEN'S SERVICES FOR CALENDAR YEAR 2022.
PART 1, QUESTION 4A:
THE FORMER CEO AND A BOARD MEMBER ARE ENTITLED TO A SEVERANCE BENEFIT. THE PAYOUT OF SUCH BENEFIT IS REMOTE AS IT IS EFFECTIVE ONLY FOR 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. KENNETH WESTER RECEIVED A PAYMENT IN THE CURRENT YEAR OF $351,655. ONE OFFICER IS ENTITLED TO A SEVERANCE BENEFIT. THE PAYOUT OF SUCH BENEFIT IS REMOTE AS IT IS EFFECTIVE ONLY FOR TERMINATION OF IF TRIGGERED, THE EXECUTIVE WOULD BE PAID HIS/HER BASE SALARY AND AN FOR AN ENTITLEMENT PERIOD. THE ENTITLEMENT PERIOD IS 12 MONTHS. NO EMPLOYMENT WITHOUT CAUSE FOR GOOD REASON AND FOR A CHANGE OF CONTROL. ANNUAL INCENTIVE AT TARGET AND PROVIDED RETIREMENT AND WELFARE BENEFITS PAYMENTS WERE MADE UNDER THE PLAN IN THE CURRENT YEAR. TWO OFFICERS, TWO KEY EMPLOYEES, AND ONE BOARD MEMBER ARE ENTITLED TO A SEVERANCE BENEFIT. THE PAYOUT OF SUCH BENEFIT IS REMOTE AS IT IS EFFECTIVE ONLY FOR 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 18 MONTHS. ALSTON DUNBAR RECEIVED A PAYMENT IN THE CURRENT YEAR OF $199,776.
PART 1, QUESTION 4B:
FMOLHS MAINTAINS THREE UNFUNDED DEFERRED COMPENSATION PLANS WHICH MEET 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. DURING THE CURRENT YEAR, THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM THE PLANS - JEFF LIMBOCKER $75,123 AND SCOTT WESTER $2,653,381.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202431369349312298

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