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Nonprofiteer
← CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION

Form 990 for tax year 2023

Filed by CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION.

Totals

Total revenue
$4,461,536
Total expenses
$1,257,944
Contributions and grants received
$3,532,960
Grants paid
$613,971
Program service revenue
$0
Investment income
$785,321
Other revenue
$143,255
Total assets, end of year
$36,589,047
Total liabilities, end of year
$117,323
Net assets or fund balances, end of year
$36,471,724
Program services expenses (Part IX)
$613,971
Management and general expenses
$0
Fundraising expenses
$643,973
Program service expenses (Part III)
$613,971

Program services were 48.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $2,204,207

  • 1f · All other contributions, gifts and grants

    $1,328,753

  • 3 · Investment income

    total $1,102,173 · excluded $1,102,173

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $11,825,763

  • 7b · Less cost or other basis and sales expenses

    securities $12,142,615

  • 7c · Gain or loss

    securities -$316,852

  • 7d · Net gain or loss

    total -$316,852 · excluded -$316,852

  • 8a · Fundraising events: gross income

    $445,906

  • 8b · Fundraising events: direct expenses

    $302,651

  • 8c · Net income from fundraising events

    total $143,255 · excluded $143,255

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $613,971 · program services $613,971

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $68,987 · fundraising $68,987

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $2,454 · fundraising $2,454

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $48,750 · fundraising $48,750

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $362,313 · fundraising $362,313

  • 12 · Advertising and promotion

    total $514 · fundraising $514

  • 13 · Office expenses

    total $153,849 · fundraising $153,849

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $315 · fundraising $315

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $6,141 · fundraising $6,141

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: ALL OTHER EXPENSES

    total $650 · fundraising $650

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,201,739 · end of year $3,643,539

  • 2 · Savings and temporary cash investments

    beginning of year $4,813,350 · end of year $6,746,287

  • 3 · Pledges and grants receivable

    beginning of year $1,184,672 · end of year $1,352,213

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $1,543,000 · end of year $45,450

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $30,393 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $4,362

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,272

  • 10c · Land, buildings and equipment, net

    beginning of year $3,090 · end of year $3,090

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $24,266,004 · end of year $24,798,468

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $72,277 · end of year $75,373

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $670,848 · end of year $41,950

  • 27 · Net assets without donor restrictions

    beginning of year $17,993,922 · end of year $21,487,415

  • 28 · Net assets with donor restrictions

    beginning of year $14,305,201 · end of year $14,984,309

Mission and programs · 2023

Mission

THE PRIMARY PURPOSE OF THE CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION IS TO PROMOTE PHILANTHROPY AND CHARITABLE GIVING IN ORDER TO PROVIDE RESOURCES TO ENHANCE THE ABILITY OF CHRISTUS HEALTH AND CHRISTUS SPOHN HEALTH SYSTEM CORPORATION IN THEIR MISSION OF EXTENDING THE HEALING MINISTRY OF JESUS CHRIST BY PROVIDING FOR THE COMMUNITY'S HEALTH NEEDS. IN FURTHERANCE OF THOSE PURPOSES, THE FOUNDATION SOLICITS AND RECEIVES CHARITABLE GIFTS AND GRANTS TO ADMINISTER AND INVEST AND REINVEST THE SAME AND TO APPLY THE WHOLE OR ANY PART OF THE INCOME AND THE PRINCIPAL EXCLUSIVELY FOR THE BENEFIT OF THE HEALTH CARE FACILITIES, SERVICES AND HEALTH COMMUNITY PROGRAMS SUPPORTED OR OPERATED BY CHRISTUS SPOHN HEALTH SYSTEM CORPORATION WITHIN ITS SERVICE AREA IN SOUTH TEXAS.

Activities or mission (Part I)

CHRISTUS SPOHN HSD FOUNDATION PROMOTES PHILANTHROPY AND CHARITABLE GIVING TO PROVIDE RESOURCES AND TO SUPPORT CHRISTUS HEALTH AND CHRISTUS SPOHN HEALTH SYSTEM CORPORATION.

  • CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION (THE "FOUNDATION") IS A TEXAS NON-PROFIT ORGANIZATION SERVING THE PHILANTHROPIC NEEDS OF CHRISTUS SPOHN HEALTH SYSTEM CORPORATION (THE "HEALTH SYSTEM"). IT IS THE FOUNDATION'S RESPONSIBILITY TO ENCOURAGE AND RECEIVE CONTRIBUTIONS FROM INDIVIDUALS, CORPORATIONS, ASSOCIATIONS, AND FOUNDATIONS. THESE CONTRIBUTIONS ARE DISTRIBUTED TO THE HEALTH SYSTEM AND ITS NON-PROFIT HOSPITALS, IN ACCORDANCE WITH THE INTENTIONS OF THE DONORS AND WITHIN THE CONFINES OF THE FOUNDATION'S GOALS AND OBJECTIVES. ALL CONTRIBUTIONS ASSIST THE HEALTH SYSTEM IN CONTINUING TO PROVIDE HIGH QUALITY HEALTH CARE IN AREAS SUCH AS MODERNIZATION AND CONSTRUCTION IF NEEDED IN THE HOSPITAL FACILITIES, ACQUISITION OF HOSPITAL EQUIPMENT, AND OTHER SPECIAL HEALTH CARE NEEDS OF THE HEALTH SYSTEM. THE FOUNDATION PROVIDED FUNDS TO THE HEALTH SYSTEM DURING THE FISCAL YEAR FOR CAPITAL EQUIPMENT, MAMMOGRAM SCREENING, BREAST CANCER AWARENESS, SERVICES FOR THE MEDICALLY INDIGENT AND HOSPITAL IMPROVEMENTS. THE FOUNDATION'S SOLE CORPORATE MEMBER IS THE HEALTH SYSTEM; THE HEALTH SYSTEM'S SOLE CORPORATE MEMBER IS CHRISTUS HEALTH. CHRISTUS SPOHN HEALTH SYSTEM IS PART OF CHRISTUS HEALTH, WHICH WAS FORMED IN 1999 TO STRENGTHEN THE 153-YEAR-OLD, FAITH-BASED HEALTH CARE MINISTRIES OF THE CONGREGATIONS OF THE SISTERS OF CHARITY OF THE INCARNATE WORD OF HOUSTON AND SAN ANTONIO. FOUNDED ON THE MISSION "TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST," CHRISTUS IS CHALLENGED TO REACH OUT TO, AND BEYOND, THE MORE THAN 60 COMMUNITIES WE SERVE TO HELP THOSE IN NEED. THE VISION OF CHRISTUS SPOHN HEALTH SYSTEM CORPORATION, AS A CATHOLIC, FAITH-BASED MINISTRY, IS TO BE A LEADER AND ADVOCATE IN CREATING EXEMPLARY HEALTH CARE SERVICES, PROCESSES AND STRUCTURES THAT IMPROVE THE HEALTH OF INDIVIDUALS AND OF LOCAL AND GLOBAL COMMUNITIES SO THAT ALL MAY EXPERIENCE GOD'S HEALING PRESENCE AND LOVE. CHRISTUS SPOHN HEALTH SYSTEM CORPORATION RESPONDS TO HEALTH CARE NEEDS THROUGH SERVICES PROVIDED AT CHRISTUS SPOHN HOSPITAL CORPUS CHRISTI WITH THREE CAMPUSES, THE 787-BED SHORELINE CAMPUS, THE 33-BED SOUTH SURGICAL CAMPUS AND THE 172-BED SOUTH CAMPUS, AS WELL AS CHRISTUS SPOHN HOSPITAL KLEBERG WITH 96 BEDS IN KINGSVILLE, CHRISTUS SPOHN HOSPITAL ALICE WITH 135 BEDS IN ALICE AND CHRISTUS SPOHN HOSPITAL BEEVILLE WITH 69 BEDS IN BEEVILLE. EACH OF THE FACILITIES OF CHRISTUS SPOHN HEALTH SYSTEM CORPORATION SHARE ONE OBJECTIVE - WHICH IS TO LEAD THE WAY TO A HEALTHIER COMMUNITY. THE CHRISTUS SPOHN HEALTH SYSTEM CORPORATION IS LOCATED ALONG THE LOWER TEXAS COASTAL AREA (OFTEN CALLED THE COASTAL BEND). ITS SERVICE AREA STRETCHES THROUGHOUT SOUTH TEXAS, AND IT COMPRISES OF A POPULATION OF MORE THAN 562,000 INDIVIDUALS.

    Expenses $613,971 · Grants $613,971

As filed on the 2023 return.

Listed in Part VII

  • Patricia ACano

    Foundation VP Philanthropy

    Total calculated
    $237,555
    From this org
    $0
    From related orgs
    $196,860
    Other
    $40,695
    Hours/week
    14 + 26 related

    Schedule J breakdown matched by us

    Base
    not reported + $153,349 related
    Bonus
    not reported + $43,511 related
    Other
    not reported
    Deferred
    not reported + $33,711 related
    Nontaxable benefits
    not reported + $6,984 related
    Filer's total
    not reported + $237,555 related

  • Robert T Cuevas

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Regina Garcia

    DIRECTOR (THRU 12/2023)

    Total calculated
    $0
    Hours/week
    2

  • Linda K Jordan

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Leslie McClanahan

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Elizabeth Susser

    Director

    Total calculated
    $0
    Hours/week
    2

  • Carol McClaughlin

    DIRECTOR (THRU 12/2023)

    Total calculated
    $0
    Hours/week
    2

  • Gregg Robertson

    DIRECTOR (THRU 12/2023)

    Total calculated
    $0
    Hours/week
    2

  • John P Jackson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jordan Anderson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Judy K Long

    DIRECTOR (THRU 12/2023)

    Total calculated
    $0
    Hours/week
    2

  • Richard T Thomas

    TREASURER (THRU 12/2023)

    Total calculated
    $0
    Hours/week
    2

  • Kathleen White

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bill Colston Jr

    DIRECTOR (THRU 12/2023)

    Total calculated
    $0
    Hours/week
    2

  • Trey McCampbell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Blaire B Turnbull

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Brad Womack

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6 + 20 related

  • Gregg Silverman MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Janet Herbst

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Matt N Adler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Phyllis Roseman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Rajan Ahuja

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Richard Leshin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Karen Urban

    Director

    Total calculated
    $0
    Hours/week
    2

  • Victoria Anderson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bart Braselton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Pam Brower

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Roxane Casas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lauren Ranly Duke

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Allison Hughes

    DIRECTOR (AS OF 01/2024)

    Total calculated
    $0
    Hours/week
    2

  • Laura May Miller

    DIRECTOR (AS OF 01/2024)

    Total calculated
    $0
    Hours/week
    2

  • Mark Steen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Shannon White

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

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

  • 3 · Compensation committee
  • 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)

PARTICIPATE/RECEIVE PMT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
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. THE EXECUTIVE DIRECTOR IS A FULL-TIME EMPLOYEE. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS.
RELATED ORG DETERMINING PRESIDENT/EXECUTIVE DIRECTOR'S COMPENSATION
FORM 990, SCHEDULE J, PART I, LINE 3 THE FILING ORGANIZATION'S PRESIDENT/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 PRESIDENT/EXECUTIVE DIRECTOR COMPENSATION. CHRISTUS HEALTH USES AN EXECUTIVE COMPENSATION COMMITTEE TO ESTABLISH AND APPROVE THE COMPENSATION OF THE FILING ORGANIZATION'S PRESIDENT/EXECUTIVE DIRECTOR. THIS COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT WHO PERFORMS BI-ANNUAL COMPENSATION SURVEY.
DEFERRED COMPENSATION
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, 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 INFORAMTION
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 PERSON BY CHRISTUS HEALTH, A RELATED ORGANIZATION OF THE FILING ENTITY: PATRICIA CANO. 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 2023.
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

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 corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SPOHN INVESTMENT CORPORATION

    C CORP · RENTAL · TX · controlled entity

    Directly controlled by CSHSC

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202501339349305920

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