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Nonprofiteer
← ST CATHERINES VILLAGE INC

Form 990 for tax year 2023

Filed by ST CATHERINES VILLAGE INC.

Totals

Total revenue
$28,053,449
Total expenses
$25,633,222
Contributions and grants received
$736,068
Grants paid
$0
Program service revenue
$26,817,725
Investment income
$499,656
Other revenue
$0
Total assets, end of year
$113,121,566
Total liabilities, end of year
$58,905,481
Net assets or fund balances, end of year
$54,216,085
Program services expenses (Part IX)
$18,609,917
Management and general expenses
$7,023,305
Fundraising expenses
$0
Program service expenses (Part III)
$18,609,917

Program services were 72.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $65,202

  • 1f · All other contributions, gifts and grants

    $670,866

  • 2a · Program service revenue: RESIDENT SERVICES

    total $16,494,941 · related or exempt $16,494,941

  • 2b · Program service revenue: INDEP. LIVING RENT REV

    total $10,322,784 · related or exempt $10,322,784

  • 3 · Investment income

    total $573,067 · excluded $573,067

  • 7a · Gross sales of assets other than inventory

    securities $3,796,928

  • 7b · Less cost or other basis and sales expenses

    securities $3,870,339

  • 7c · Gain or loss

    securities -$73,411

  • 7d · Net gain or loss

    total -$73,411 · excluded -$73,411

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $254,306 · program services $199,487 · management and general $54,819

  • 7 · Other salaries and wages

    total $10,844,021 · program services $8,506,457 · management and general $2,337,564

  • 8 · Pension plan contributions

    total $559,346 · program services $438,772 · management and general $120,574

  • 9 · Other employee benefits

    total $1,021,827 · program services $801,560 · management and general $220,267

  • 10 · Payroll taxes

    total $796,792 · program services $625,034 · management and general $171,758

  • 11a · Fees: management

    total $150,398 · program services $21,000 · management and general $129,398

  • 11b · Fees: legal

    total $3,033 · management and general $3,033

  • 11f · Fees: investment management

    total $70,776 · management and general $70,776

  • 11g · Fees: other

    total $4,187,409 · program services $2,922,568 · management and general $1,264,841

  • 12 · Advertising and promotion

    total $99,683 · program services $69,573 · management and general $30,110

  • 13 · Office expenses

    total $528,804 · program services $343,048 · management and general $185,756

  • 14 · Information technology

    total $27,700 · program services $19,333 · management and general $8,367

  • 16 · Occupancy

    total $1,564,605 · program services $1,282,620 · management and general $281,985

  • 17 · Travel

    total $4,999 · program services $3,489 · management and general $1,510

  • 19 · Conferences, conventions and meetings

    total $24 · program services $17 · management and general $7

  • 20 · Interest

    total $517,818 · management and general $517,818

  • 22 · Depreciation, depletion and amortization

    total $2,851,579 · program services $2,423,842 · management and general $427,737

  • 23 · Insurance

    total $856,240 · program services $106,665 · management and general $749,575

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $1,128,359 · program services $736,966 · management and general $391,393

  • 24b · Other expenses: SUPPLIES

    total $152,748 · program services $101,048 · management and general $51,700

  • 24c · Other expenses: ALL OTHER EXPENSE

    total $12,755 · program services $8,438 · management and general $4,317

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $9,963,229 · end of year $8,465,158

  • 2 · Savings and temporary cash investments

    beginning of year $2,680,864 · end of year $2,808,213

  • 4 · Accounts receivable

    beginning of year $146,311 · end of year $252,204

  • 9 · Prepaid expenses and deferred charges

    beginning of year $51,807 · end of year $50,139

  • 10a · Land, buildings and equipment: cost or other basis

    $71,478,707

  • 10b · Land, buildings and equipment: accumulated depreciation

    $12,424,996

  • 10c · Land, buildings and equipment, net

    beginning of year $61,369,975 · end of year $59,053,711

  • 12 · Investments: other securities

    beginning of year $0 · end of year $35,167,012

  • 15 · Other assets

    beginning of year $6,294,263 · end of year $7,325,129

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,841,408 · end of year $1,420,366

  • 19 · Deferred revenue

    end of year $758,230

  • 23 · Secured mortgages and notes payable

    beginning of year $15,714,393 · end of year $14,568,935

  • 25 · Other liabilities

    beginning of year $46,856,819 · end of year $42,157,950

  • 27 · Net assets without donor restrictions

    beginning of year $9,799,567 · end of year $47,250,956

  • 28 · Net assets with donor restrictions

    beginning of year $6,294,262 · end of year $6,965,129

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

ST. CATHERINE'S VILLAGE IS A CONTINUING CARE RETIREMENT COMMUNITY THAT OPERATES INDEPENDENT LIVING, ASSISTED LIVING AND NURSING FACILITIES.

  • THE VILLAGE IS MISSISSIPPI'S FIRST RETIREMENT COMMUNITY OFFERING THE SECURITY OF ALL-INCLUSIVE LIFE CARE. NESTLED ON 160 ACRES OF ROLLING GREEN HILLS AND TALL PINE TREES, THE VILLAGE OVERLOOKS A TRANQUIL 15 ACRE STOCKED LAKE. REMINISCENT OF A QUAINT EUROPEAN VILLAGE, THE VILLAGE IS CONVENIENTLY LOCATED IN MADISON, MISSISSIPPI 7 MILES NORTH OF JACKSON, THE STATE'S CAPITOL CITY. THE VILLAGE OFFERS A CONTINUUM OF CARE FEATURING: I. 290 INDEPENDENT LIVING UNITS-MULTIPLE INDIVIDUALS IN EACH UNIT INCLUDING 54 GARDEN HOMESII. 120 SKILLED NURSING BEDS LOCATED IN THREE DIFFERENT AREAS OF SKILLED NURSING. THREE LOCATIONS-SIENA, TUSCANY AND HUGHES CENTERIII. LICENSED NURSING HOME WITH 120 BEDS IV. 54 OF CAPACITY BASIC ASSISTED LIVING BEDS IN MARIAN HALLV. 36 CAPACITY ALZHEIMER'S ASSISTED LIVING BEDS IN CAMPBELL COVETHE VILLAGE IS THE FIRST RETIREMENT COMMUNITY IN MISSISSIPPI TO EARN ACCREDITATION BY CARF INTERNATIONAL. THIS "SEAL OF APPROVAL" SIGNIFIES THAT THE VILLAGE EXCEEDS THE STANDARDS OF EXCELLENCE AS ESTABLISHED BY CARF INTERNATIONAL. THE VILLAGE IS A FREE STANDING NOT-FOR-PROFIT, ALL-INCLUSIVE CONTINUING CARE RETIREMENT COMMUNITY PROVIDING SERVICES TO INDIVIDUALS OVER 62 YEARS OF AGE, AND OPEN TO ALL FAITHS AND RACES. THE VILLAGE IS SPONSORED BY THE FRANCISCAN MISSIONARY OF OUR LADY SISTERS OF BATON ROUGE, LOUISIANA. THE DOMINICAN SISTERS OF SPRINGFIELD, ILLINOIS, WHO OWNED AND OPERATED ST. DOMINIC JACKSON MEMORIAL HOSPITAL FROM 1946 TO 2019, EXTENDED THEIR HEALING MINISTRY TO THE SPECIAL NEEDS OF OLDER ADULTS WITH THE CREATION OF THE VILLAGE.

    Expenses $18,609,917 · Revenue $26,817,725

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Barney Daly

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Randall Day

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Sister Mary Trinita Eddington

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 40.75 related

  • Lionel Frasier MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • William E Loper MD

    BOARD MEMBER

    Total calculated
    $42,075
    From this org
    $0
    From related orgs
    $42,075
    Other
    $0
    Hours/week
    0.5 + 5 related

  • Patsy Tolleson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • James E Wood

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Kristen Wolkart

    INTERIM MKT PRESIDENT UNTIL 11/23

    Total calculated
    $858,019
    From this org
    $0
    From related orgs
    $740,802
    Other
    $117,217
    Hours/week
    0.5 + 42.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $493,260 related
    Bonus
    $0 + $244,790 related
    Other
    $0 + $2,752 related
    Deferred
    $0 + $96,776 related
    Nontaxable benefits
    $0 + $20,441 related
    Filer's total
    $0 + $858,019 related

  • Samuel Scott

    SVP, CFO, TREASURER

    Total calculated
    $468,365
    From this org
    $0
    From related orgs
    $434,391
    Other
    $33,974
    Hours/week
    0.5 + 41.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $334,566 related
    Bonus
    $0 + $94,413 related
    Other
    $0 + $5,412 related
    Deferred
    $0 + $15,315 related
    Nontaxable benefits
    $0 + $18,659 related
    Filer's total
    $0 + $468,365 related

  • Jeremy Tinnerello

    MARKET PRESIDENT STARTING 11/23

    Total calculated
    $117,519
    From this org
    $0
    From related orgs
    $117,252
    Other
    $267
    Hours/week
    0.5 + 41 related

  • Lisa Wilburn

    VP SDHS SR SVCS

    Total calculated
    $275,845
    From this org
    $246,781
    From related orgs
    $0
    Other
    $29,064
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,952
    Bonus
    $42,106
    Other
    $2,723
    Deferred
    $12,464
    Nontaxable benefits
    $16,600
    Filer's total
    $275,845

  • Sheila Simpson

    SR DIRECTOR ADMINISTRATOR

    Total calculated
    $180,003
    From this org
    $154,343
    From related orgs
    $0
    Other
    $25,660
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,786
    Bonus
    $17,411
    Other
    $146
    Deferred
    $7,964
    Nontaxable benefits
    $17,696
    Filer's total
    $180,003

  • Felichia Fields

    DIRECTOR SCV OPERATIONS

    Total calculated
    $159,396
    From this org
    $143,361
    From related orgs
    $0
    Other
    $16,035
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,346
    Bonus
    $9,995
    Other
    $1,020
    Deferred
    $7,329
    Nontaxable benefits
    $8,706
    Filer's total
    $159,396

  • Priscilla Sullivan

    DIRECTOR NURSING

    Total calculated
    $160,472
    From this org
    $138,804
    From related orgs
    $0
    Other
    $21,668
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,336
    Bonus
    $9,468
    Other
    $0
    Deferred
    $5,362
    Nontaxable benefits
    $16,306
    Filer's total
    $160,472

  • Christine Travis

    SUPERVISOR NURSING

    Total calculated
    $155,724
    From this org
    $130,777
    From related orgs
    $0
    Other
    $24,947
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $103,406
    Bonus
    $3,000
    Other
    $24,371
    Deferred
    $6,885
    Nontaxable benefits
    $18,062
    Filer's total
    $155,724

  • Henry Simpson

    SUPERVISOR NURSING

    Total calculated
    $134,679
    From this org
    $119,786
    From related orgs
    $0
    Other
    $14,893
    Hours/week
    40

  • Scott Kashman

    FORMER MARKET PRESIDENT

    Total calculated
    $311,303
    From this org
    $0
    From related orgs
    $295,199
    Other
    $16,104
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $293,628 related
    Bonus
    $0
    Other
    $0 + $1,571 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $16,104 related
    Filer's total
    $0 + $311,303 related

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, QUESTION 3:
THE FMOL HEALTH SYSTEM INC. BOARD OF DIRECTORS DESIGNATES A COMPENSATION COMMITTEE, MADE UP OF INDEPENDENT BOARD MEMBERS, TO REVIEW AND SET THE MARKET PRESIDENT'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 I, LINE 4A:
TWO OFFICERS ARE ENTITLED TO A SEVERANCE BENEFIT. THE PAYOUT OF SUCH BENEFIT IS REMOTE AS IT IS EFFECTIVE ONLY FOR A TERMINATION FOR EMPLOYMENT WITHOUT CAUSE, FOR GOOD REASON OR DUE TO CHANGE OF CONTROL. IF TRIGGERED, THE EMPLOYEE WOULD BE PAID HIS/HER BASE SALARY AND PROVIDED RETIREMENT AND WELFARE BENEFITS FOR AN ENTITLEMENT PERIOD. THE ENTITLEMENT PERIOD IS EITHER 12 OR 18 MONTHS. NO ONE LISTED ON PART VII RECEIVED A PAYMENT IN THE CURRENT YEAR.
PART I, LINE 4B:
FMOLHS MAINTAINS TWO UNFUNDED DEFERRED COMPENSATION PLANS WHICH MEET THE REQUIREMENTS OF IRC SECTION 457(F) AND IRC SECTION 409A. THE PLANS PROVIDE 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 PLANS 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 PLANS IN THE CURRENT YEAR.

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.

  • LOURDES IMAGING DEVELOPMENT LLC

    N/A · REAL ESTATE · LA

  • PARK PLACE SURGERY CENTER LLC

    N/A · HEALTHCARE · LA

  • CONVENIENT CARE LLC

    N/A · HEALTHCARE · LA

  • PERKINS PLAZA AMBULATORY SURGERY CENTER LLC

    N/A · HEALTHCARE · LA

  • SURGICAL SPECIALTY CENTER OF BATON ROUGE LLC

    N/A · HEALTHCARE · LA

  • ST ELIZABETH-MARY BIRD PERKINS CANCER CENTER LLC

    N/A · HEALTHCARE · LA

  • NORTHEAST LA CANCER INSTITUTE LLC

    N/A · HEALTHCARE · LA

  • LHCG-XIII LLC DBA LOURDES HOME HEALTH

    N/A · HEALTHCARE · LA

  • LOURDES AFTER HOURS LLC

    N/A · HEALTHCARE · LA

  • LAKE URGENT CARE ASCENSION LLC

    N/A · HEALTHCARE · LA

  • ST FRANCIS URGENT CARE LLC

    N/A · HEALTHCARE · LA

  • GAMMA KNIFE OF LOUISIANA LLC

    N/A · HEALTHCARE · LA

  • PINNACLE CARE HOLDINGS LLC

    N/A · HEALTHCARE · LA

  • LAFAYETTE SURGERY CENTER LIMITED PARTNERSHIP

    N/A · HEALTHCARE · LA

  • FREMAUX OFFICE MM LLC

    N/A · HEALTHCARE · LA

  • OLOL PONTCHARTRAIN SURGERY CENTER LLC

    N/A · HEALTHCARE · LA

  • LAKE SURGICAL HOSPITAL (SLIDELL) LLC

    N/A · HEALTHCARE · LA

  • PREMIER HEALTH HOLDINGS LLC

    N/A · HEALTHCARE · LA

  • PERKINS PLAZA DEVELOPMENT LLC

    N/A · HEALTHCARE · LA

  • JACKSON HEART & VASCULAR CENTER LLC

    N/A · HEALTHCARE · MS

  • CARDIOVASCULAR AND ARRYTHMIA CENTER LLC (CVAC)

    N/A · HEALTHCARE · LA

  • CARDIOVASCULAR AND ARRYTHMIA MANAGEMENT LLC (CVAM)

    N/A · HEALTHCARE · LA

  • TRACTION SPORTS MANAGEMENT LLC

    N/A · HEALTHCARE · LA

Related corporations and trusts

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

  • LOUISE INSURANCE COMPANY

    C · INSURANCE · CJ

  • FRANCISICAN HEALTH & WELLNESS SERVICES I

    C · HEALTHCARE · LA

  • FMOL HEALTH SYSTEM HOLDINGS INC

    C · INVESTMENT · LA

  • ST DOMINIC MADISON HEALTH SERVICES INC

    C · HEALTHCARE · MS

  • ST DOMINIC INTEGRATED SERVICES INC

    C · INVESTMENTS · MS

  • LAFAYETTE SURGICARE INC

    C · HEALTHCARE · LA

  • NMC OPERATING COMPANY LLC DBA SPINE HOSPITAL OF LOUISIANA

    S · HEALTHCARE · LA

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202521359349311217

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