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Nonprofiteer
← CHATEAU LOUISE

Form 990 for tax year 2022

Filed by CHATEAU LOUISE.

Totals

Total revenue
$1,123,491
Total expenses
$462,822
Contributions and grants received
$113,258
Grants paid
$0
Program services expenses (Part IX)
$428,033
Management and general expenses
$34,789
Fundraising expenses
$0
Program service expenses (Part III)
$428,033

Program services were 92.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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 — 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 APPOINTS 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 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 IN 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.

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202431369349306813

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

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