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← OUR LADY OF THE LAKE FOUNDATION

Form 990 for tax year 2022

Filed by OUR LADY OF THE LAKE FOUNDATION.

Totals

Total revenue
$8,034,311
Total expenses
$3,818,812
Contributions and grants received
$7,184,530
Grants paid
$1,777,589
Program services expenses (Part IX)
$1,782,813
Management and general expenses
$1,369,093
Fundraising expenses
$666,906
Program service expenses (Part III)
$1,782,813

Program services were 46.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SR HELEN CAHILL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 5 related

  • KATIE CHEATHAM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JEFF DEYO

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $350,842
    From this org
    $0
    From related orgs
    $311,303
    Other
    $39,539
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $306,474 related
    Bonus
    $0
    Other
    $0 + $4,829 related
    Deferred
    $0 + $12,440 related
    Nontaxable benefits
    $0 + $27,099 related
    Filer's total
    $0 + $350,842 related

  • MARTY ENQUIST

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • NORISHA GLOVER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DR FAITH HANSBROUGH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KHANH HO

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $425,789
    From this org
    $0
    From related orgs
    $400,717
    Other
    $25,072
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $380,740 related
    Bonus
    $0 + $19,167 related
    Other
    $0 + $810 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $9,822 related
    Filer's total
    $0 + $425,789 related

  • MICHAEL HUDSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • BRYAN JONES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • LORI MCBRIDE

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $725,387
    From this org
    $0
    From related orgs
    $700,302
    Other
    $25,085
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $697,401 related
    Bonus
    $0
    Other
    $0 + $2,901 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $9,835 related
    Filer's total
    $0 + $725,387 related

  • BONNIE MARCANTEL

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • RICHARD PELLERIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KRISTEN PFORR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MARLA SCANNICCHIO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • ANN M MARMANDE FRENZEL

    VP, PRESIDENT FOUNDATION

    Total calculated
    $396,911
    From this org
    $362,441
    From related orgs
    $0
    Other
    $34,470
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $288,633
    Bonus
    $72,098
    Other
    $1,710
    Deferred
    $15,250
    Nontaxable benefits
    $19,220
    Filer's total
    $396,911

  • ERIC P GUERIN

    DIRECTOR FOUNDATION DEVELOPMENT

    Total calculated
    $181,781
    From this org
    $150,927
    From related orgs
    $0
    Other
    $30,854
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,822
    Bonus
    $14,055
    Other
    $1,050
    Deferred
    $7,826
    Nontaxable benefits
    $23,028
    Filer's total
    $181,781

  • TEDDI H HESSBURG

    DIRECTOR OF EVENTS

    Total calculated
    $141,902
    From this org
    $106,383
    From related orgs
    $0
    Other
    $35,519
    Hours/week
    40

  • JULIE LEFEBVRE

    SR DIRECTOR FOUNDATION

    Total calculated
    $208,932
    From this org
    $182,958
    From related orgs
    $0
    Other
    $25,974
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,192
    Bonus
    $23,216
    Other
    $550
    Deferred
    $9,391
    Nontaxable benefits
    $16,583
    Filer's total
    $208,932

  • KENNETH SCOTT WESTER

    FMR BOARD MEMBER/FMR CEO OF OLOL

    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

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 — 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 I, QUESTION 4A
ONE BOARD MEMBER IS 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 EXECUTIVES WOULD BE PAID THEIR BASE SALARY AND AN ANNUAL INCENTIVE AT TARGET AND PROVIDED RETIREMENT AND WELFARE BENEFITS FOR AN ENTITLEMENT PERIOD. THE ENTITLEMENT PERIOD IS 12 MONTHS. NO PAYMENTS WERE MADE UNDER THE PLAN IN THE CURRENT YEAR. KENNETH WESTER RECEIVED A SEVERANCE PAYMENT OF $351,655 IN THE CURRENT YEAR.
PART I, QUESTION 4B
FMOLHS MAINTAINS THREE UNFUNDED DEFERRED COMPENSATION PLANS WHICH MEET THE REQUIREMENTS OF IRC SECTION 457(F) AND IRC SECTION 409A. THE PLANS 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 PLANS IS LIMITED TO CERTAIN EXECUTIVES AND IS SUBJECT TO APPROVAL OF FMOLHS BOARD OF DIRECTORS OR A DESIGNATED COMMITTEE OF SUCH BOARD. KENNETH SCOTT WESTER RECEIVED A PAYMENT OF $2,653,381 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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202411369349313711

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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