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Nonprofiteer
← VILLA ST FRANCIS

Form 990 for tax year 2022

Filed by VILLA ST FRANCIS.

Totals

Total revenue
$5,572,461
Total expenses
$613,768
Contributions and grants received
$307,609
Grants paid
$0
Program service revenue
$185,492
Investment income
$5,079,360
Other revenue
$0
Total assets, end of year
$4,330,226
Total liabilities, end of year
$8,281
Net assets or fund balances, end of year
$4,321,945
Program services expenses (Part IX)
$576,063
Management and general expenses
$37,705
Fundraising expenses
$0
Program service expenses (Part III)
$576,063

Program services were 93.9% 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.

  • 1e · Government grants (contributions)

    $307,609

  • 2a · Program service revenue: RENTAL REVENUE

    total $179,910 · related or exempt $179,910

  • 2b · Program service revenue: LAUNDRY & VENDING

    total $5,582 · related or exempt $5,582

  • 3 · Investment income

    total $996 · excluded $996

  • 7a · Gross sales of assets other than inventory

    other assets $7,127,261

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

    other assets $2,048,897

  • 7c · Gain or loss

    other assets $5,078,364

  • 7d · Net gain or loss

    total $5,078,364 · excluded $5,078,364

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $55,311 · program services $55,311

  • 8 · Pension plan contributions

    total $3,747 · program services $3,747

  • 9 · Other employee benefits

    total $11,616 · program services $11,616

  • 10 · Payroll taxes

    total $3,130 · program services $3,130

  • 11a · Fees: management

    total $30,600 · management and general $30,600

  • 11c · Fees: accounting

    total $7,105 · management and general $7,105

  • 11g · Fees: other

    total $39,177 · program services $39,177

  • 12 · Advertising and promotion

    total $514 · program services $514

  • 13 · Office expenses

    total $158,081 · program services $158,081

  • 16 · Occupancy

    total $54,876 · program services $54,876

  • 20 · Interest

    total $138,469 · program services $138,469

  • 22 · Depreciation, depletion and amortization

    total $90,434 · program services $90,434

  • 23 · Insurance

    total $2,960 · program services $2,960

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $16,823 · program services $16,823

  • 24b · Other expenses: SPECIAL FUNCTIONS

    total $925 · program services $925

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $73,387 · end of year $153,928

  • 2 · Savings and temporary cash investments

    beginning of year $124,593

  • 4 · Accounts receivable

    beginning of year $10,279

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $1,257,572

  • 15 · Other assets

    beginning of year $0 · end of year $4,176,298

  • 17 · Accounts payable and accrued expenses

    beginning of year $185,535 · end of year $8,281

  • 23 · Secured mortgages and notes payable

    beginning of year $1,894,314

  • 25 · Other liabilities

    beginning of year $20,504

  • 27 · Net assets without donor restrictions

    beginning of year -$634,522 · end of year $4,321,945

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

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)

TO PROVIDE AFFORDABLE HOUSING & SPECIALIZED SERVICES FOR THE ELDERLY & HANDICAPPED (SEE SCHEDULE O) PERSONS OF THE COMMUNITY IN ORDER TO MEET THEIR SPECIALIZED NEEDS.

  • VILLA ST. FRANCIS PROVIDES ELDERLY AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIFICALLY DESIGNED TO MEET THEIR NEEDS. THERE ARE 68 RESIDENTIAL UNITS WHOSE OCCUPANTS ARE RECEIVING BENEFITS. THE HOUSING FACILITY WAS SOLD IN APRIL 2023, TO A PARTNERSHIP (OWNED BY AN UNRELATED TAX-EXEMPT ORGANIZATION) WHO WILL CONTINUE TO OPERATE THE ELDERLY HOUSING UNITS.

    Expenses $576,063 · Revenue $185,492

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Alison Walker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Jolee Bollinger

    SECRETARY (THRU 3/2023)

    Total calculated
    $943,636
    From this org
    $0
    From related orgs
    $785,327
    Other
    $158,309
    Hours/week
    1 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $546,160 related
    Bonus
    $0 + $160,742 related
    Other
    $0 + $78,425 related
    Deferred
    $0 + $138,445 related
    Nontaxable benefits
    $0 + $19,864 related
    Filer's total
    $0 + $943,636 related

  • Karen Allen

    PRESIDENT

    Total calculated
    $454,787
    From this org
    $0
    From related orgs
    $407,367
    Other
    $47,420
    Hours/week
    3 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,140 related
    Bonus
    $0 + $93,325 related
    Other
    $0 + $4,902 related
    Deferred
    $0 + $27,450 related
    Nontaxable benefits
    $0 + $19,970 related
    Filer's total
    $0 + $454,787 related

  • Lowell Stanton

    REGIONAL CFO (UNTIL 8/2022)

    Total calculated
    $648,848
    From this org
    $0
    From related orgs
    $606,053
    Other
    $42,795
    Hours/week
    1 + 51.5 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

  • Lynn Bradley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Olivia Ogden Olinde

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Sharon Thoms

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Sr Helen Cahill Osf

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 5 related

  • Victor Howell

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • William R Mullins III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Jennifer Clowers

    REGIONAL CFO (FROM 8/2022)

    Total calculated
    $577,368
    From this org
    $0
    From related orgs
    $506,713
    Other
    $70,655
    Hours/week
    0.5 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,392 related
    Bonus
    $0 + $152,086 related
    Other
    $0 + $2,235 related
    Deferred
    $0 + $44,531 related
    Nontaxable benefits
    $0 + $26,124 related
    Filer's total
    $0 + $577,368 related

  • Jeff Limbocker

    FORMER CFO (THRU 9/2022)

    Total calculated
    $875,663
    From this org
    $0
    From related orgs
    $855,174
    Other
    $20,489
    Hours/week
    0 + 50 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

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
THE PRESIDENT 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 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 DETERMINATION IS THEN DOCUMENTED BY THE COMPENSATION COMMITTEE.
PART I, LINE 4B
FMOLHS MAINTAINS THREE 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. JEFF LIMBOCKER RECEIVED A PAYMENT IN THE AMOUNT OF $75,123 FROM THE PLANS IN THE CURRENT YEAR. JOLEE BOLLINGER RECEIVED A PAYMENT IN THE AMOUNT OF $75,278 FROM THE PLANS IN THE CURRENT YEAR.
PART I, QUESTION 4A
THE PRESIDENT, THE EXITING REGIONAL CFO AND THE NEW REGIONAL CFO ARE 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, 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 PAYMENTS WERE MADE UNDER THE PLAN DURING THE CURRENT YEAR. THE FORMER CFO AND THE SECRETARY 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. NO PAYMENTS WERE MADE UNDER THE PLAN 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

  • BRPT LAKE REHABILITATION CENTERS 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

  • LHCG LXVII 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

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

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

  • VILLA BATON ROUGE LP

    $6,423,381

    Disposition · ELDERLY HOUSING REAL PROPERTY · Apr 19, 2023 · PARTNERSHIP

  • VILLA BATON ROUGE LP

    $703,880

    Disposition · ELDERLY HOUSING PERSONAL PROPERTY · Apr 19, 2023 · PARTNERSHIP

  • VILLA BATON ROUGE LP

    $160,095

    Disposition · SECURITY DEPOSITS, ESCROWS & RESERVES TRANSFERRED, RENT PRORATIONS · Apr 19, 2023 · PARTNERSHIP

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202401369349313970

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