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Nonprofiteer
← CHRISTUS CONTINUING CARE

Form 990 for tax year 2024

Filed by CHRISTUS CONTINUING CARE.

Totals

Total revenue
$7,958,510
Total expenses
$578,474
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$0
Management and general expenses
$578,474
Fundraising expenses
$0
Program service expenses (Part III)
$0

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MARTY MARGETTS

    DIRECTOR

    Total calculated
    $5,398,147
    From this org
    $0
    From related orgs
    $5,300,500
    Other
    $97,647
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,323,589 related
    Bonus
    not reported + $2,340,994 related
    Other
    not reported + $1,635,917 related
    Deferred
    not reported + $73,366 related
    Nontaxable benefits
    not reported + $24,281 related
    Filer's total
    not reported + $5,398,147 related

  • PAUL GENERALE

    CHAIR/PRESIDENT

    Total calculated
    $5,266,238
    From this org
    $0
    From related orgs
    $5,224,749
    Other
    $41,489
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,322,964 related
    Bonus
    not reported + $2,340,994 related
    Other
    not reported + $1,560,791 related
    Deferred
    not reported + $30,871 related
    Nontaxable benefits
    not reported + $10,618 related
    Filer's total
    not reported + $5,266,238 related

  • SAM BAGCHI

    DIRECTOR

    Total calculated
    $4,065,459
    From this org
    $0
    From related orgs
    $4,021,228
    Other
    $44,231
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,276,855 related
    Bonus
    not reported + $2,272,809 related
    Other
    not reported + $471,564 related
    Deferred
    not reported + $13,801 related
    Nontaxable benefits
    not reported + $30,430 related
    Filer's total
    not reported + $4,065,459 related

  • MELISSA WILLIAMS

    ASST. TREASURER

    Total calculated
    $544,386
    From this org
    $0
    From related orgs
    $475,404
    Other
    $68,982
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $310,660 related
    Bonus
    not reported + $118,240 related
    Other
    not reported + $46,504 related
    Deferred
    not reported + $54,213 related
    Nontaxable benefits
    not reported + $14,769 related
    Filer's total
    not reported + $544,386 related

  • JIM WOODLEY

    PHYSICIAN RELATIONS DIRECTOR

    Total calculated
    $270,105
    From this org
    $228,828
    From related orgs
    $0
    Other
    $41,277
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $79,919
    Bonus
    $1,000
    Other
    $147,909
    Deferred
    $27,783
    Nontaxable benefits
    $13,494
    Filer's total
    $270,105

  • KAREN OLIVER

    ASST. SECRETARY

    Total calculated
    $160,969
    From this org
    $0
    From related orgs
    $121,024
    Other
    $39,945
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $118,147 related
    Bonus
    not reported + $2,377 related
    Other
    not reported + $500 related
    Deferred
    not reported + $21,266 related
    Nontaxable benefits
    not reported + $18,679 related
    Filer's total
    not reported + $160,969 related

  • HAYLEY KELLY

    PHYSICIAN RELATIONS MANAGER

    Total calculated
    $133,752
    From this org
    $122,584
    From related orgs
    $0
    Other
    $11,168
    Hours/week
    40

  • JULI SMITH

    SECRETARY

    Total calculated
    $127,371
    From this org
    $0
    From related orgs
    $109,452
    Other
    $17,919
    Hours/week
    1 + 39 related

  • JASON BEATON

    CLINICAL LAB OPS DIRECTOR

    Total calculated
    $125,924
    From this org
    $112,526
    From related orgs
    $0
    Other
    $13,398
    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 — 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

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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)

COMPANION TRAVEL
FORM 990, SCHEDULE J, PART I, LINE 1A TAXABLE COMPENSATION WAS REPORTED TO VARIOUS OFFICERS AND BOARD MEMBERS RELATED TO COMPANION TRAVEL TO CHRISTUS MEETINGS.
PROCESS TO ESTABLISH COMPENSATION OF THE ORGANIZATION'S CEO
FORM 990, SCHEDULE J, PART I, LINE 3 THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR IS AN EMPLOYEE OF CHRISTUS HEALTH, A RELATED ORGANIZATION. AS A RESULT, COMPENSATION IS ESTABLISHED AT THE CHRISTUS HEALTH LEVEL AND THE FILING ORGANIZATION DOES NOT HAVE A ROLE IN IMPLEMENTING THE METHODS USED TO ESTABLISH COMPENSATION OR IN DETERMINING CEO/EXECUTIVE DIRECTOR COMPENSATION. CHRISTUS HEALTH USES AN EXECUTIVE COMPENSATION COMMITTEE TO ESTABLISH AND APPROVE THE COMPENSATION OF THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. THIS COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT WHO PERFORMS BI-ANNUAL COMPENSATION SURVEY. FORM 990, SCHEDULE J, PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE YEAR. NONE
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
FORM 990 SCHEDULE J, PART I, LINE 4B DEFERRED COMPENSATION INCLUDES EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, AND PENSION RESTORATION PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT PENSION RESTORATION PLAN AT 6% OF PENSIONABLE EARNINGS WHICH ARE OVER THE IRS LEGISLATIVE COMPENSATION LIMIT. SOME ASSOCIATES ARE GRANDFATHERED UNDER AN EARLIER LEGACY PENSION PLAN. IF A PARTICIPANT HAS PROTECTED PENSION BENEFITS UNDER SUCH LEGACY PLANS, HIS/HER PERCENTAGE IS ZERO UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, AS THE PROTECTED BENEFIT IS ALREADY EQUAL TO OR BETTER THAN CURRENT MARKET.
SUPPLEMENTAL COMPENSATION INFORMATION
FORM 990, PART VII, QUESTION 1A AND SCHEDULE J, PART II DIRECTORS AND EX-OFFICIO DIRECTORS PROVIDE THEIR SERVICES AS MEMBERS OF THE BOARD WITHOUT COMPENSATION OR BENEFITS. ANY COMPENSATION AND BENEFITS DISCLOSED FOR SUCH PERSONS IS EARNED IN THE RESPECTIVE INDIVIDUAL'S ROLE AS AN OFFICER OR EMPLOYEE OF THE ORGANIZATION, NOT FOR THE INDIVIDUAL'S ROLE AS A BOARD MEMBER OR DIRECTOR. OFFICERS, KEY EMPLOYEES AND HIGHEST PAID EMPLOYEES ARE FULL-TIME EMPLOYEES. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS. SUPPLEMENTAL COMPENSATION INFORMATION FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II THE BONUS AND INCENTIVE COMPENSATION REPORTED AS RELATED COMPENSATION WAS PAID TO THE FOLLOWING PERSONS BY CHRISTUS HEALTH, A RELATED ORGANIZATION OF THE FILING ENTITY: SAM BAGCHI, PAUL GENERALE, MARTY MARGETTS, LINDA MCCLUNG, JEFF PUCKETT, ERNIE SADAU, RANDY SAFADY, AND MELISSA WILLIAMS.
SUPPLEMENTAL COMPENSATION INFORMATION
FORM 990, SCHEDULE J, PART II W-2 COMPENSATION MAY INCLUDE PAYMENTS RELATED TO COMPENSATION DEFERRED IN PRIOR YEARS. DEFERRED COMPENSATION MAY INCLUDE DEFERRALS OF CURRENT YEAR COMPENSATION UNDER EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN AND PENSION RESTORATION PLAN.
SUPPLEMENTAL COMPENSATION INFORMATION
FORM 990, SCHEDULE J, PART II, COLUMN B(II) BONUS AND INCENTIVE COMPENSATION MAY INCLUDE AMOUNTS THAT WERE DEFERRED IN A PRIOR YEAR BUT PAID OUT IN CALENDAR YEAR 2024.
DEFERRED COMPENSATION
FORM 990, SCHEDULE J, PART II, COLUMN C DEFERRED COMPENSATION INCLUDES EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, EMPLOYER CONTRIBUTION TO 403(B) MATCHED SAVINGS PLAN, PENSION RESTORATION PLAN AND ESTIMATED PENSION BENEFITS UNDER CHRISTUS HEALTH CASH BALANCE PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT CASH BALANCE PLAN AT 6% OF PENSIONABLE EARNINGS. SOME ASSOCIATES ARE GRANDFATHERED UNDER AN EARLIER PENSION PLAN. THESE GRANDFATHERED PARTICIPANTS, BASED ON COMPUTATION AT THE TIME OF THEIR RETIREMENT, WILL RECEIVE THE LARGER OF THE RETIREMENT BENEFIT COMPUTED UNDER THE CASH BALANCE PLAN COMPARED TO THE PREVIOUS PENSION PLAN. DUE TO THE COMPLEXITY OF CALCULATING AN ACCURATE BENEFIT COST FOR GRANDFATHERED PARTICIPANTS, THE FORM 990 REPORTS AS PENSION BENEFITS THEIR ANNUAL ESTIMATED CASH BALANCE PLAN ACCRUAL.

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
2024
Filed
15 May 2026
IRS schema version
2024v5.2
Source object
202601259349301565

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

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