2024-05-15T11:48:04-05:00 2023-06-30 135565207 KPMG LLP 301 MAIN STREET SUITE 2150 BATON ROUGE LA 70801 990 2022-07-01 721173156 FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY FRAN 2257681700 4200 ESSEN LANE BATON ROUGE LA 70809 JENNIFER CLOWERS REGIONAL CFO 2253444000 2024-05-14 1 JENNIFER CLOWERS 999009999 0 RYAN HOOKS P00746825 2253444000 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TINA HOLLAND 4200 ESSEN LANE BATON ROUGE LA 70809 27955753 0 0928 X FRANU.EDU X 1990 LA UNIVERSITY IS A 4 YEAR PRIVATE CATHOLIC INSTITUTION, OFFERING DEGREES IN NURSING, HEALTH/BEHAVIORAL SCIENCES, & HUMANITIES. THE COLLEGE IS AN INTEGRAL PART OF THE FMOL HEALTH SYSTEM. 24 21 398 684 0 0 3319480 3889992 24069910 23322873 419411 742602 -33796 0 27775005 27955467 3163065 2356661 0 0 17383802 17402971 0 0 706377 7666781 9162152 28213648 28921784 -438643 -966317 56352601 69469171 22676011 34958885 33676590 34510286 X SEE SCHEDULE O 0 0 21021182 2356661 23322873 TO PROVIDE FOR THE OPERATION OF A SCHOOL OF NURSING AND ALLIED HEALTH IN ORDER TO ENSURE THE COMMUNITY AND STATE OF LOUISIANA MAINTAINS AN ADEQUATE SUPPLY OF MEDICAL PROFESSIONALS. THE NUMBER OF FULL-TIME EQUIVALENT STUDENTS BENEFITTED ARE 877 DURING THE SPRING, 345 DURING THE SUMMER, AND 928 DURING THE FALL. 21021182 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 398 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 21 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X AMANDA HYMEL 2257658496 5959 S SHERWOOD FOREST BLVD BATON ROUGE LA 70808 BENJAMIN J BOUDREAUX BOARD MEMBER 2.00 0.00 X 0 0 0 BISHOP MICHAEL G DUCA BOARD MEMBER 2.00 0.00 X 0 0 0 BRYAN J JONES BOARD MEMBER 2.00 0.50 X 0 0 0 COURTNEY L BAKER BOARD MEMBER 2.00 0.00 X 0 0 0 CRAIG NETTERVILLE CHAIR 2.00 0.00 X X 0 0 0 DANIEL GARDINER BOARD MEMBER 2.00 1.00 X 0 0 0 DAVID E HOCHHEISER FMOLHS VP-CONTRACTING-PAYOR REL. 2.00 40.00 X 0 432403 50754 DONNA SAURAGE BOARD MEMBER 2.00 0.00 X 0 0 0 EDGAR SILVEY BOARD MEMBER 2.00 0.00 X 0 0 0 EDUARDO JIMENEZ BOARD MEMBER 2.00 0.00 X 0 0 0 JAMES DUBOS BOARD MEMBER 2.00 0.00 X 0 0 0 JAN R BREEN BOARD MEMBER 2.00 0.00 X 0 0 0 KAREN R WILLIAMS MD BOARD MEMBER 2.00 1.00 X 0 0 0 LEO HAMILTON BOARD MEMBER 2.00 0.00 X 0 0 0 MELISSA D JUNEAU BOARD MEMBER 2.00 0.00 X 0 0 0 MICHAEL ROLFSEN MD BOARD MEMBER 2.00 0.00 X 0 0 0 REV JAMIN S DAVID BOARD MEMBER 2.00 0.00 X 6000 0 0 SR MARGARIDA VASQUES BOARD MEMBER 2.00 0.50 X 0 0 0 STANTON MCNEELY III EDD BOARD MEMBER 2.00 0.00 X 0 0 0 THOMAS B FLYNN MD BOARD MEMBER 2.00 0.00 X 0 0 0 TINA HOLLAND PHD PRESIDENT & CEO 50.00 0.00 X X 320627 0 18061 TODD SCHEXNAYDER BOARD MEMBER 2.00 0.00 X 0 0 0 WALTER G MONSOUR BOARD MEMBER 2.00 0.00 X 0 0 0 WILLIAM KNOBLES BOARD MEMBER 2.00 0.00 X 0 0 0 ANGELIA L BERCEGEAY VP FINANCE/OPERATIONS 40.00 0.00 X 135396 0 39622 BRIAN RASH VP ACADEMIC AFFAIRS (FROM 1/23) 40.00 0.00 X 134134 0 30546 EDWARD A VIOLETT VP ACADEMIC AFFAIRS (THRU 1/23) 40.00 0.00 X 179219 0 18707 JUDITH V ROBERSON VP INSTITUTIONAL ADVANCEMENT 40.00 0.00 X 133873 0 24434 REBECCA C CANNON VP STUDENT AFFAIRS/ENROLLMENT 40.00 0.00 X 142244 0 13784 AMBER J POIRRIER ASST PROFESSOR DNP-NA 40.00 0.00 X 175871 0 9282 AMY M HALL DEAN DIVISION OF NURSING 40.00 0.00 X 162878 0 30429 BETH C CROCHET INSTRUCTOR DNP-NA 40.00 0.00 X 151003 0 13185 MANDY L BROUSSARD ASST PROFESSOR DNP-NA 40.00 0.00 X 167236 0 28322 ROSS V CASTILLE PROGRAM DIRECTOR MSNA - DNP - 40.00 0.00 X 170383 0 26793 KENNETH S WESTER FORMER BOD/OLOL PRES THRU 7/22 0.00 0.00 X 0 3612382 13291 1878864 4044785 317210 32 1 1 0 MILTON J WOMACK INC 210 LITTLETON ROAD WESTFORD MA 01886 CONSTRUCTION 18803393 FMOL HEALTH SYSTEM 4200 ESSEN LANE BATON ROUGE LA 70809 MANAGEMENT FEES 1659576 ELLUCIAN COMPANY LP 4375 FAIR LAKES CT FAIRFAX VA 22033 IT SYSTEMS 439730 CARNEGIE DARTLET LLC 210 LITTLETON ROAD WESTFORD MA 01886 MARKETING 283354 ROCKIT SCIENCE AGENCY 7520 PERKINS RD SUITE 330 BATON ROUGE LA 70808 SOFTWARE SERVICES 171473 7 1265004 723349 1901639 3889992 TUITION & FEES 611600 23194923 23194923 MISCELLANEOUS REVENUE 900099 76272 76272 LIBRARY REVENUE 611600 50000 50000 VENDING REVENUE 900099 1678 1678 23322873 742888 742888 286 -286 -286 -286 27955467 23322873 0 742602 6220 6220 2350441 2350441 478883 396765 67891 14227 13398337 11100835 1899467 398035 1163842 1038090 91177 34575 1350960 1203079 107747 40134 1010949 901717 79199 30033 1339001 675558 616742 46701 82717 82717 46000 46000 1414866 714057 651478 49331 802758 405011 369749 27998 1818775 1137444 633605 47726 39518 19938 18202 1378 2114180 259822 1853637 721 272098 137280 125328 9490 38146 19246 17570 1330 66749 49 66697 3 794007 392813 400286 908 82547 49563 31919 1065 MEDICAL SUPPLIES 234796 199654 32594 2548 REPAIRS & MAINTENANCE 10008 8510 1389 109 PURCHASED SERVICES 5986 5090 831 65 28921784 21021182 7194225 706377 18904888 22922664 2554858 3112599 11577 233727 39587667 8226745 14504361 31360922 8970484 47221 11406433 11792038 56352601 69469171 1111554 3290783 1923343 2035651 19641114 29632451 22676011 34958885 X 22237967 22503562 11438623 12006724 33676590 34510286 56352601 69469171 X -966317 1800013 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8322459 461169 720008 61087 8002533 8228037 101175 1066452 1002610 70595 8322459 7600896 161500 1322441 790093 66707 8228037 7553915 155627 520747 566648 62745 7600896 8669348 50250 345161 1444796 66048 7553915 1.00000 0 1 1 26272077 1080965 25191112 1114332 1114332 12201258 7145780 5055478 31360922 INT. IN NET ASSETS OF OLOL FDN 11792038 11792038 OPERATING LEASE 41990 NOTES PAYABLE 19276688 DUE TO/FROM AFFILIATES 10313773 29632451 X 27939613 1800015 1800015 26139598 1815869 1815869 27955467 27105915 0 27105915 1815869 1815869 28921784 PART V, LINE 4: THE ENDOWMENT FUNDS ARE FOR ENDOWED PROFESSORSHIPS, AN ENDOWED CHAIR, AND ENDOWED SCHOLARSHIPS AT FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY. THE ENDOWMENT FUNDS ARE HELD BY OUR LADY OF THE LAKE FOUNDATION AND ARE ADMINISTERED BY FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY. PART X, LINE 2: ASC 740 (FIN 48) FOOTNOTE THE UNIVERSITY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. NO RESERVES FOR UNCERTAIN TAX POSITIONS HAVE BEEN RECORDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CAPITAL TRANSFERS 1,800,015. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP RECLASS 1,816,155. LOSS RECLASS -286. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP RECLASS 1,816,155. LOSS RECLASS -286. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED THROUGH THE UNIVERSITY WEBSITE, THE STUDENT HANDBOOK, AND IN CATALOGUE. SCHEDULE E, PART I, LINE 6 THE TAXPAYER RECEIVED THE FOLLOWING GRANTS DURING THE YEAR ENDING JUNE 30, 2023: US DEPARTMENT OF EDUCATION: FEDERAL WORK-STUDY: $65,305 FEDERAL SUPPLEMENTAL EDUCATION OPP GRANT: $93,501 FEDERAL PELL GRANT PROGRAM: $1,299,129 FEDERAL DIRECT STUDENT LOANS: $15,937,784 CCAMPIS - CHILD CARE ACCESS: $30,149 CARES ACT - INSTITUTIONAL: $499,700 NURSE ANESTHESTIST TRAINEESHIPS: $36,712 1 SCHOLARSHIPS 870 2350441 FMV PART I, LINE 2: EACH CHARITABLE CONTRIBUTION OR SCHOLARSHIP IS MONITORED BY FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY. THE UNIVERSITY HAS SET DIFFERENT LEVELS OF MONITORING DEPENDING UPON THE AMOUNT OF THE CONTRIBUTION OR SCHOLARSHIP. DONOR RESTRICTIONS, IF APPLICABLE, ARE CONSIDERED IN THE LEVEL OF MONITORING PERFORMED. X 0 0 X X X 1 1 0 0 0 0 0 0 0 KENNETH S WESTER FORMER BOD/OLOL PRES THRU 7/22 0 347194 0 257512 0 3007676 0 0 0 13291 0 3625673 0 750279 DAVID E HOCHHEISER FMOLHS VP-CONTRACTING-PAYOR REL. 0 342190 0 85311 0 4902 0 37899 0 12855 0 483157 0 0 TINA HOLLAND PHD PRESIDENT & CEO 303103 0 10000 0 7524 0 15250 0 2811 0 338688 0 0 0 EDWARD A VIOLETT VP ACADEMIC AFFAIRS (THRU 1/23) 179219 0 0 0 0 0 9107 0 9600 0 197926 0 0 0 ROSS V CASTILLE PROGRAM DIRECTOR MSNA - DNP - 170383 0 0 0 0 0 8779 0 18014 0 197176 0 0 0 MANDY L BROUSSARD ASST PROFESSOR DNP-NA 155405 0 600 0 11231 0 8843 0 19479 0 195558 0 0 0 AMY M HALL DEAN DIVISION OF NURSING 162328 0 0 0 550 0 8448 0 21981 0 193307 0 0 0 AMBER J POIRRIER ASST PROFESSOR DNP-NA 175871 0 0 0 0 0 8813 0 469 0 185153 0 0 0 ANGELIA L BERCEGEAY VP FINANCE/OPERATIONS 135046 0 0 0 350 0 13004 0 26618 0 175018 0 0 0 BRIAN RASH VP ACADEMIC AFFAIRS (FROM 1/23) 133584 0 0 0 550 0 12627 0 17919 0 164680 0 0 0 BETH C CROCHET INSTRUCTOR DNP-NA 149452 0 0 0 1551 0 7491 0 5694 0 164188 0 0 0 JUDITH V ROBERSON VP INSTITUTIONAL ADVANCEMENT 133698 0 0 0 175 0 6789 0 17645 0 158307 0 0 0 REBECCA C CANNON VP STUDENT AFFAIRS/ENROLLMENT 140914 0 0 0 1330 0 5646 0 8138 0 156028 0 0 0 PART 1, QUESTION 4A A FORMER OFFICER IS ENTITLED TO A SEVERANCE BENEFIT FROM A RELATED ORGANIZATION. 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 24 MONTHS. KENNETH WESTER RECEIVED A PAYMENT OF $351,655 UNDER THE PLAN IN THE CURRENT YEAR. A BOARD MEMBER AND AN OFFICER 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 12 MONTHS AND 18 MONTHS RESPECTIVELY. NO PAYMENTS WERE MADE UNDER THE PLAN IN THE CURRENT YEAR. PART 1, 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 WESTER RECEIVED A PAYMENT OF $2,653,381 IN THE CURRENT YEAR. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE MISSION OF FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY IS TO EDUCATE AND FORM FRANCISCAN SERVANT LEADERS OF ALL FAITHS. WE HONOR AND PRESERVE THE LEGACY OF OUR FOUNDERS BY PREPARING HIGHLY SKILLED PROFESSIONALS, INTEGRATED THINKERS, AND FAITH-FILLED CITIZENS. INSPIRED BY THE FRANCISCAN MISSIONARIES OF OUR LADY TO BE A LIVING WITNESS TO JESUS CHRIST AND THE GOSPEL MESSAGE, THE UNIVERSITY IS IN COMMUNION WITH THE TEACHINGS OF THE CATHOLIC CHURCH. FORM 990, PART VI, SECTION A, LINE 6 OUR LADY OF THE LAKE HOSPITAL, INC. (AN IRC SECTION 501(C)(3) ORGANIZATION) IS THE SOLE MEMBER OF FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY. FORM 990, PART VI, SECTION A, LINE 7B OUR LADY OF THE LAKE HOSPITAL, INC., AS MEMBER OF FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY, MUST PROVIDE WRITTEN AUTHORIZATION FOR THE FOLLOWING ACTIONS: A. AMENDING THE ARTICLES OF INCORPORATION OR THE BYLAWS TO CHANGE THE PURPOSE OF THE UNIVERSITY; B. DISSOLVING OR LIQUIDATING THE UNIVERSITY, THE CONSOLIDATION, MERGER, AFFILIATION OR JOINT VENTURE OF THE UNIVERSITY WITH OR INTO ANOTHER ENTITY OR ANY TRANSFER BY ANY MEANS OF ALL OF THE UNIVERSITY'S ASSETS, WHETHER AS PART OF A SINGLE TRANSACTION OR MULTIPLE TRANSACTIONS; C. THE APPROVAL OF A SALE OF AN ASSET OVER ONE HUNDRED THOUSAND DOLLARS ($100,000), A MERGER, CONSOLIDATION, REORGANZATION, DISSOLUTION OR LIQUIDATION WITH RESPECT TO THE UNIVERSITY; D. SETTING UP, INVESTING IN, OR OWNING ALL OR A PORTION OF THE SHARES, SECURITIES, OR EQUITY INTEREST IN ANOTHER ENTITY OUTSIDE OF NORMAL INVESTMENTS IN PUBLICLY TRADED ENTITIES; E. CAPITAL EXPENDITURES EXCEEDING 10% OF THE UNIVERSITY'S TOTAL ANNUAL OPERATING BUDGET, AND NOT TO EXCEED TWO MILLION DOLLARS; F. ANY BORROWING WHEREIN THE PRINCIPLE AMOUNT TO BE BORROWED EXCEEDS 10% OF THE UNIVERSITY'S TOTAL ANNUAL OPERATING BUDGET, AND NOT TO EXCEED TWO MILLION DOLLARS; G. RATIFICATION OF TRUSTEES AS SELECTED BY THE NOMINATING COMMITTEE AND APPOINTED BY THE UNIVERSITY BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B AFTER PREPARATION OF THE FORM 990 BY KPMG LLP, MANAGEMENT REVIEWED THE FORM 990. A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY THAT REQUIRES EACH OFFICER, TRUSTEE, BOARD COMMITTEE MEMBER AND EMPLOYEE TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. COMPLETED DISCLOSURE FORMS ARE REVIEWED AND MAINTAINED BY THE CHIEF COMPLIANCE OFFICER. IF ANY TRUSTEE, BOARD COMMITTEE MEMBER OR SENIOR MANAGER HAS A POTENTIAL CONFLICT, THE EXECUTIVE COMMITTEE OF THE BOARD DETERMINES WHETHER ACTION NEEDS TO BE TAKEN AND COMMUNICATES ANY SUCH ACTION TO THE INDIVIDUAL. A POTENTIAL CONFLICT OF ANY OTHER EMPLOYEE IS REVIEWED BY THE CEO OR HIS DESIGNEE. THE EXECUTIVE COMMITTEE, CEO OR DESIGNEE, AS APPLICABLE, DETERMINES IF A CONFLICT OF INTEREST EXISTS OR CREATES THE APPEARANCE OF IMPROPRIETY. IF SUCH A DETERMINATION IS MADE, THE INDIVIDUAL WILL BE EXCUSED FROM PARTICIPATING IN THE BUSINESS DECISION. DURING THE YEAR, ANY CHANGE TO THE INFORMATION IN THE DISCLOSURE STATEMENT MUST BE DISCLOSED PROMPTLY TO THE CHIEF COMPLIANCE OFFICER, WHO TAKES APPROPRIATE ACTION. THE PROCESS ALSO REQUIRES AFFIRMATION FROM EACH INDIVIDUAL THAT HE OR SHE (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (B) HAS READ AND UNDERSTANDS THE POLICY; (C) HAS AGREED TO COMPLY WITH THE POLICY; AND (D) UNDERSTANDS THAT FMOL UNIVERSITY IS A CHARITABLE ORGANIZATION AND THAT, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN ADDITION TO THE ABOVE, FMOL UNIVERSITY PROVIDES MECHANISMS FOR CONFIDENTIAL REPORTING OF COMPLIANCE ISSUES. THESE MECHANISMS INCLUDE AN ANONYMOUS HOTLINE AND WEB SITE WHERE INDIVIDUALS MAY RAISE ISSUES, SEEK CLARIFICATION, AND REPORT POSSIBLE CONFLICTS OF INTEREST OR OTHER CONCERNS. THESE REPORTS OF POSSIBLE CONFLICTS OF INTEREST ARE REVIEWED AND INVESTIGATED BY THE CORPORATE COMPLIANCE DEPARTMENT AND APPROPRIATE ACTION IS TAKEN. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES DESIGNATES THE EXECUTIVE COMMITTEE, MADE UP OF INDEPENDENT BOARD MEMBERS TO REVIEW AND SET THE COMPENSATION ANNUALLY OF THE PRESIDENT. THE EXECUTIVE COMMITTEE OBTAINS AND REVIEWS THE COMPENSATION OF OTHER COLLEGE PRESIDENTS OF SIMILARLY SIZED COLLEGES IN THE SOUTHERN REGION. AFTER SOLICITING INPUT FROM THE ENTIRE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION PACKAGE, THE PRESIDENT'S ANNUAL PERFORMANCE REVIEW, AND THE COMPARABLE DATA. APPROPRIATE COMPENSATION IS THEN DETERMINED AND APPROVED. THE BASIS FOR DETERMINATION IS CONTEMPORANEOUSLY DOCUMENTED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. SECTION 1.263(A)-1(F) - DE MINIMIS SAFE HARBOR ELECTION FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY HAS APPLICABLE FINANCIAL STATEMENTS FOR THE YEAR OF THE ELECTION, AND INTENDS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION. THIS ELECTION PERMITS THE TAXPAYER TO DEDUCT FOR TAX PURPOSES ANY ITEM UNDER ITS BOOK POLICY THAT DOES NOT EXCEED $5,000 PER INVOICE (OR PER ITEM AS SUBSTANTIATED BY THE INVOICE) OR ITEMS HAVING AN ECONOMIC USEFUL LIFE OF TWELVE MONTHS OR LESS AS DESCRIBED IN SECTION 1.263(A)-1(F)(1)(II). SECTION 1.263(A)-3(N) ELECTION - BOOK CONFORMITY ELECTION FRANCISCAN MISSIONARIES OF OUR LADY UNIVERSITY IS MAKING THE ELECTION UNDER TREAS. REG. 1.263(A)-3(N) TO CAPITALIZE REPAIR AND MAINTENANCE COSTS TREATED AS CAPITAL IMPROVEMENTS ON ITS BOOKS AND RECORDS FOR THE TAX YEAR ENDED JUNE 30, 2023. FORM 990, PART XI, LINE 9: CAPITAL TRANSFERS PER FMOLHS 1,800,013. ST DOMINIC HEALTH SERVICES INC 969 LAKELAND DRIVE JACKSON MS 39216 640714999 HOLDING CO MS 501(C)(3) 12-I FMOLHS 0 COMMUNITY HEALTH SERVICES - ST DOMINIC 969 LAKELAND DRIVE JACKSON MS 39216 640884870 HEALTH PROGRAM MS 501(C)(3) 10 SDHS 0 ST DOMINIC - JACKSON MEMORIAL HOSPITAL 969 LAKELAND DRIVE JACKSON MS 39216 640303091 HOSPITAL MS 501(C)(3) 3 SDHS 0 ST DOMINIC - HEALTH SERVICES FOUNDATION 969 LAKELAND DRIVE JACKSON MS 39216 431992975 FUNDRAISING MS 501(C)(3) 7 SDHS 0 ST CATHERINE'S VILLAGE INC 969 LAKELAND DRIVE JACKSON MS 39216 640714997 RET HOME MS 501(C)(3) 10 SDHS 0 HEALTH CARE CENTERS IN SCHOOLS 5000 HENNESSY BLVD BATON ROUGE LA 70808 721443935 HEALTHCARE LA 501(C)(3) 10 OLOL 0 LOURDES IMAGING DEVELOPMENT LLC 4801 AMBASSADOR CAFFERY PKWY LAFAYETTE LA 70508 208326287 REAL ESTATE LA N/A N/A 0 0 PARK PLACE SURGERY CENTER LLC 4811 AMBASSADOR CAFFERY PKWY LAFAYETTE LA 70508 721404092 HEALTHCARE LA N/A N/A 0 0 BRPT LAKE REHABILITATION CENTERS LLC 175 S ENGLISH STATION RD STE 218 LOUISVILLE KY 40245 721506100 HEALTHCARE LA N/A N/A 0 0 CONVENIENT CARE LLC 10319 JEFFERSON HIGHWAY BATON ROUGE LA 70809 721439481 HEALTHCARE LA N/A N/A 0 0 PERKINS PLAZA AMBULATORY SURGERY CENTER LLC 7145 PERKINS ROAD BATON ROUGE LA 70808 481264699 HEALTHCARE LA N/A N/A 0 0 SURGICAL SPECIALTY CENTER OF BATON ROUGE LLC 8080 BLUEBONNET BLVD BATON ROUGE LA 70810 263120962 HEALTHCARE LA N/A N/A 0 0 ST ELIZABETH-MARY BIRD PERKINS CANCER CENTER LLC 4950 ESSEN LANE BATON ROUGE LA 70809 260628752 HEALTHCARE LA N/A N/A 0 0 NORTHEAST LA CANCER INSTITUTE LLC 411 CALYPSO STREET MONROE LA 71201 721329499 HEALTHCARE LA N/A N/A 0 0 LHCG-XIII LLC DBA LOURDES HOME HEALTH 901 S HUGH WALLIS ROAD LAFAYETTE LA 70508 208068308 HEALTHCARE LA N/A N/A 0 0 LOURDES AFTER HOURS LLC 7777 HENNESSY BLVD SUITE 1004-202 BATON ROUGE LA 70809 201367299 HEALTHCARE LA N/A N/A 0 0 LAKE URGENT CARE ASCENSION LLC 10319 JEFFERSON HIGHWAY BATON ROUGE LA 70809 352463092 HEALTHCARE LA N/A N/A 0 0 ST FRANCIS URGENT CARE LLC 10319 JEFFERSON HIGHWAY BATON ROUGE LA 70809 474013731 HEALTHCARE LA N/A N/A 0 0 GAMMA KNIFE OF LOUISIANA LLC 4950 ESSEN LANE BATON ROUGE LA 70809 811827194 HEALTHCARE LA N/A N/A 0 0 LHCG LXVII LLC 901 S HUGH WALLIS ROAD LAFAYETTE LA 70508 474283509 HEALTHCARE LA N/A N/A 0 0 PINNACLE CARE HOLDINGS LLC 5627 S SHERWOOD FOREST BLVD BATON ROUGE LA 70816 821637627 HEALTHCARE LA N/A N/A 0 0 LAFAYETTE SURGERY CENTER LIMITED PARTNERSHIP 4801 AMBASSADOR CAFFERY PKWY LAFAYETTE LA 70508 943419282 HEALTHCARE LA N/A N/A 0 0 FREMAUX OFFICE MM LLC 3500 NORTH CAUSEWAY BOULEVARD STE 6 METAIRIE LA 70002 843084552 HEALTHCARE LA N/A N/A 0 0 OLOL PONTCHARTRAIN SURGERY CENTER LLC 4200 ESSEN LANE BATON ROUGE LA 70809 461379031 HEALTHCARE LA N/A N/A 0 0 LAKE SURGICAL HOSPITAL (SLIDELL) LLC 1700 LINDBERG DR SLIDELL LA 70458 474228147 HEALTHCARE LA N/A N/A 0 0 PREMIER HEALTH HOLDINGS LLC 10319 JEFFERSON HIGHWAY BATON ROUGE LA 70809 472665226 HEALTHCARE LA N/A N/A 0 0 PERKINS PLAZA DEVELOPMENT LLC 5000 HENNESSY BLVD BATON ROUGE LA 70808 HEALTHCARE LA N/A N/A 0 0 JACKSON HEART & VASCULAR CENTER LLC 969 LAKELAND DR JACKSON MS 39216 HEALTHCARE MS N/A N/A 0 0 CARDIOVASCULAR AND ARRYTHMIA CENTER LLC (CVAC) PO BOX 82063 BATON ROUGE LA 70884 HEALTHCARE LA N/A N/A 0 0 CARDIOVASCULAR AND ARRYTHMIA MANAGEMENT LLC (CVAM) PO BOX 82063 BATON ROUGE LA 70884 HEALTHCARE LA N/A N/A 0 0 LOUISE INSURANCE COMPANY PO BOX 1051 CJ KY1-1102 INSURANCE CJ N/A C 0 FRANCISICAN HEALTH & WELLNESS SERVICES I 4200 ESSEN LANE BATON ROUGE LA 70809 455492379 HEALTHCARE LA N/A C 0 FMOL HEALTH SYSTEM HOLDINGS INC 4200 ESSEN LANE BATON ROUGE LA 70809 454405024 INVESTMENT LA N/A C 0 ST DOMINIC MADISON HEALTH SERVICES INC 969 LAKELAND DRIVE JACKSON MS 39216 202870254 HEALTHCARE MS N/A C 0 ST DOMINIC INTEGRATED SERVICES INC 969 LAKELAND DRIVE JACKSON MS 39216 271493623 INVESTMENTS MS N/A C 0 LAFAYETTE SURGICARE INC C/O C T CORPORATION SYSTEM 3867 PLA BATON ROUGE LA 70816 943419282 HEALTHCARE LA N/A C 0 NMC OPERATING COMPANY LLC DBA SPINE HOSPITAL OF LOUISIANA 10105 PARK ROWE CIRCLE STE 250 BATON ROUGE LA 70810 270059959 HEALTHCARE LA N/A S 0 0 0 1 0 1 0 0 0 0 0 1 0 1 0 0 1 0 1 1