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Nonprofiteer
← FRANCISCAN PACE INC

Form 990 for tax year 2022

Filed by FRANCISCAN PACE INC.

Totals

Total revenue
$26,281,989
Total expenses
$25,206,480
Contributions and grants received
$0
Grants paid
$2,843
Program service revenue
$25,564,344
Investment income
$717,645
Other revenue
$0
Total assets, end of year
$28,570,903
Total liabilities, end of year
$18,938,752
Net assets or fund balances, end of year
$9,632,151
Program services expenses (Part IX)
$25,173,889
Management and general expenses
$32,591
Fundraising expenses
$0
Program service expenses (Part III)
$25,173,889

Program services were 99.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SR MARTHA ABSHIRE OSF

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • KAREN B ALLEN

    PRESIDENT SENIOR SERVICES

    Total calculated
    $454,787
    From this org
    $0
    From related orgs
    $407,367
    Other
    $47,420
    Hours/week
    5 + 42 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
  • CARL BAILEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • DR CHARLES DUGAL

    BOARD MEMBER

    Total calculated
    $1,650
    From this org
    $0
    From related orgs
    $1,650
    Other
    $0
    Hours/week
    1
  • CARL DUNN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • DANIEL GARDINER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • MICHAEL GREEN

    BOARD MEMBER / PHYSICIAN

    Total calculated
    $709,068
    From this org
    $0
    From related orgs
    $668,986
    Other
    $40,082
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $560,056 related
    Bonus
    $0 + $105,191 related
    Other
    $0 + $3,739 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $24,832 related
    Filer's total
    $0 + $709,068 related
  • GLENN LEBLANC

    BOARD MEMBER/CHAIR

    Total calculated
    $0
    Hours/week
    1
  • JAMIE ROQUES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • WANDA SPURLOCK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • BRYAN MILLER MD

    FMOLHS VP CHIEF CTO

    Total calculated
    $454,765
    From this org
    $0
    From related orgs
    $421,403
    Other
    $33,362
    Hours/week
    1 + 40.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $366,022 related
    Bonus
    $0 + $52,860 related
    Other
    $0 + $2,521 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $18,112 related
    Filer's total
    $0 + $454,765 related
  • LINDSAY MULLINS

    CHAIR OF GERONTOLOGY NURSING

    Total calculated
    $138,738
    From this org
    $0
    From related orgs
    $107,230
    Other
    $31,508
    Hours/week
    1 + 40 related
  • JENNIFER DECUIR

    EVP, GENERAL COUNSEL (START 2/23)

    Total calculated
    $444,848
    From this org
    $0
    From related orgs
    $383,448
    Other
    $61,400
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,380 related
    Bonus
    $0 + $76,008 related
    Other
    $0 + $2,060 related
    Deferred
    $0 + $41,006 related
    Nontaxable benefits
    $0 + $20,394 related
    Filer's total
    $0 + $444,848 related
  • MICHAEL GLEASON

    CHIEF FINANCIAL OFFICER (START 4/23)

    Total calculated
    $0
    Hours/week
    1 + 45 related
  • JOLEE BOLLINGER

    GENERAL COUNSEL (UNTIL 2/23)

    Total calculated
    $943,636
    From this org
    $0
    From related orgs
    $785,327
    Other
    $158,309
    Hours/week
    1 + 50 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
  • ROBERT RAMSEY

    FMOLHS INTERIM CFO (9/22 TO 5/23)

    Total calculated
    $259,391
    From this org
    $0
    From related orgs
    $258,636
    Other
    $755
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,295 related
    Bonus
    $0
    Other
    $0 + $3,341 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $755 related
    Filer's total
    $0 + $259,391 related
  • JEFF LIMBOCKER

    EVP CFO (UNTIL 9/22)

    Total calculated
    $875,663
    From this org
    $0
    From related orgs
    $855,174
    Other
    $20,489
    Hours/week
    1 + 55.5 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
  • WENDY TAYLOR

    SR DIRECTOR PACE

    Total calculated
    $148,184
    From this org
    $124,385
    From related orgs
    $0
    Other
    $23,799
    Hours/week
    40
  • JAMIE FOWLER

    NURSE PRACTITIONER

    Total calculated
    $146,810
    From this org
    $117,566
    From related orgs
    $0
    Other
    $29,244
    Hours/week
    40
  • CYNTHIA HALL

    OCCUPATIONAL THERAPIST 2

    Total calculated
    $127,533
    From this org
    $108,086
    From related orgs
    $0
    Other
    $19,447
    Hours/week
    40
  • WHITNEY BLANCHARD

    DIRECTOR FINANCE

    Total calculated
    $140,369
    From this org
    $106,181
    From related orgs
    $0
    Other
    $34,188
    Hours/week
    40

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 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, QUESTION 4A:
THREE OFFICERS 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 SEVERANCE BENEFIT WAS PAID IN THE CURRENT YEAR. TWO OFFICERS 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 12 OR 18 MONTHS. NO SEVERANCE BENEFIT WAS PAID 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 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. JEFFREY LIMBOCKER RECEIVED A PAYMENT FROM THE PLANS IN THE AMOUNT OF $75,123 IN THE CURRENT YEAR. JOLEE BOLLINGER RECEIVED A PAYMENT FROM THE PLANS IN THE AMOUNT OF $75,278 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.

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
202411369349306191

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