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Nonprofiteer
← LIFE AT LOURDES INC

Form 990 for tax year 2022

Filed by LIFE AT LOURDES INC.

Totals

Total revenue
$21,572,325
Total expenses
$19,813,506
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$20,845,879
Investment income
$726,446
Other revenue
$0
Total assets, end of year
$26,397,117
Total liabilities, end of year
$5,782,317
Net assets or fund balances, end of year
$20,614,800
Program services expenses (Part IX)
$18,357,303
Management and general expenses
$1,456,203
Fundraising expenses
$0
Program service expenses (Part III)
$18,357,303

Program services were 92.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DANIEL DRAKE

    DIRECTOR; PRESIDENT & CEO

    Total calculated
    $793,898
    From this org
    $0
    From related orgs
    $634,220
    Other
    $159,678
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $415,046 related
    Bonus
    $0 + $142,743 related
    Other
    $0 + $76,431 related
    Deferred
    $0 + $126,205 related
    Nontaxable benefits
    $0 + $33,473 related
    Filer's total
    $0 + $793,898 related

  • ANNE LEWIS

    SECRETARY; CHIEF OPERATING OFFICER

    Total calculated
    $388,639
    From this org
    $0
    From related orgs
    $339,834
    Other
    $48,805
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $259,580 related
    Bonus
    $0 + $54,848 related
    Other
    $0 + $25,406 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $35,080 related
    Filer's total
    $0 + $388,639 related

  • KIMBERLY SAXTON

    TREASURER; VICE PRESIDENT, FINANCE

    Total calculated
    $330,991
    From this org
    $0
    From related orgs
    $276,250
    Other
    $54,741
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,473 related
    Bonus
    $0 + $47,298 related
    Other
    $0 + $3,479 related
    Deferred
    $0 + $17,083 related
    Nontaxable benefits
    $0 + $37,658 related
    Filer's total
    $0 + $330,991 related

  • MARGE SULLIVAN OSF

    EXECUTIVE DIRECTOR (SCHEDULE O)

    Total calculated
    $10,354
    From this org
    $0
    From related orgs
    $0
    Other
    $10,354
    Hours/week
    45

  • KAREN NICHOLS

    CHIEF MEDICAL OFFICER

    Total calculated
    $492,633
    From this org
    $0
    From related orgs
    $452,162
    Other
    $40,471
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,098 related
    Bonus
    $0 + $72,600 related
    Other
    $0 + $16,464 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $26,746 related
    Filer's total
    $0 + $492,633 related

  • CARRIE HAYS MCELROY

    CHIEF CLINICAL OPERATIONS

    Total calculated
    $347,834
    From this org
    $0
    From related orgs
    $293,180
    Other
    $54,654
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,513 related
    Bonus
    $0 + $50,738 related
    Other
    $0 + $5,929 related
    Deferred
    $0 + $17,892 related
    Nontaxable benefits
    $0 + $36,762 related
    Filer's total
    $0 + $347,834 related

  • SUSAN THOMPSON

    NURSE PRACTITIONER

    Total calculated
    $147,531
    From this org
    $0
    From related orgs
    $114,070
    Other
    $33,461
    Hours/week
    45

  • JANICE RUPRECHT

    DIRECTOR, FINANCE/HEALTH PLANS

    Total calculated
    $132,903
    From this org
    $0
    From related orgs
    $104,800
    Other
    $28,103
    Hours/week
    45

  • TRISH BROWN LYONS

    NURSE CASE MANAGER

    Total calculated
    $122,205
    From this org
    $0
    From related orgs
    $106,453
    Other
    $15,752
    Hours/week
    40

  • CHRISTINE KELLY

    NURSE PRACTITIONER

    Total calculated
    $116,094
    From this org
    $0
    From related orgs
    $101,347
    Other
    $14,747
    Hours/week
    40

  • HARRY HABER

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1

  • TERESA HEAVENS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MAUREEN HETU

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ANN JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CARLOS MORALES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • REBECCA TING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 I, LINE 3
LIFE AT LOURDES IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. LIFE AT LOURDES' CEO IS PAID BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF LIFE AT LOURDES' CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
THE FOLLOWING IS A PARTICIPANT IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2022. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2022, AND THEIR NON-VESTED BENEFITS FOR 2022 WERE ACCRUED. THE FOLLOWING PAYOUT FOR 2022 FOR THE PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: DANIEL DRAKE - $43,458 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THIS AMOUNT THAT WAS REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUAL FOR 2022 IS INCLUDED IN COLUMN C OF SCHEDULE J, PART II: DANIEL DRAKE - $112,480 THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($305,000 FOR 2022). THE FOLLOWING PAYOUTS FOR 2022 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: ANNE LEWIS - $361 KAREN NICHOLS - $4,483 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THIS AMOUNT THAT WAS REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING INDIVIDUAL IS A PARTICIPANT IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER SECTION 457(F). THE PARTICIPANT'S VESTED BENEFITS WERE PAID OUT IN 2022. THE FOLLOWING PAYOUT FOR 2022 FOR THE PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: DANIEL DRAKE - $15,113

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

No itemized grants to organizations on this return.

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.

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
14 May 2024
IRS schema version
2022v5.0
Source object
202421359349306057

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