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Nonprofiteer
← CHRISTUS HEALTH

Form 990 for tax year 2023

Filed by CHRISTUS HEALTH.

Totals

Total revenue
$1,242,166,704
Total expenses
$1,433,932,010
Contributions and grants received
$913,336
Grants paid
$7,824,060
Program service revenue
$918,480,842
Investment income
$58,902,033
Other revenue
$263,870,493
Total assets, end of year
$3,458,173,956
Total liabilities, end of year
$3,710,643,474
Net assets or fund balances, end of year
-$252,469,518
Program services expenses (Part IX)
$1,148,550,494
Management and general expenses
$284,548,066
Fundraising expenses
$833,450
Program service expenses (Part III)
$1,148,550,494

Program services were 80.1% 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.

  • 1e · Government grants (contributions)

    $913,336

  • 2a · Program service revenue: INFORMATION SERVICE FEE

    total $283,566,374 · related or exempt $282,715,611 · unrelated business $850,763

  • 2b · Program service revenue: SYSTEM OFFICE FEE

    total $242,272,242 · related or exempt $242,272,242

  • 2c · Program service revenue: PHARMACY REVENUE

    total $207,137,359 · related or exempt $207,137,359

  • 2d · Program service revenue: INSURANCE PREMIUM

    total $144,167,480 · related or exempt $144,167,480

  • 2e · Program service revenue: MANAGEMENT FEE

    total $26,155,107 · related or exempt $26,155,107

  • 2f · All other program service revenue

    total $15,182,280 · related or exempt $15,182,280 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $47,612,127 · excluded $47,612,127

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

    total $358,981 · excluded $358,981

  • 5 · Royalties

    total $179,027 · excluded $179,027

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $2,339,440,752

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

    securities $2,328,509,827

  • 7c · Gain or loss

    securities $10,930,925 · other assets $0

  • 7d · Net gain or loss

    total $10,930,925 · excluded $10,930,925

  • 10a · Gross sales of inventory

    $2,201,714

  • 10b · Cost of goods sold

    $986,297

  • 10c · Net income from sales of inventory

    total $1,215,417 · excluded $1,215,417

  • 11a · Other revenue: Patient Financial Service Revenue

    total $130,914,243 · related or exempt $130,914,243

  • 11b · Other revenue: Other Operating Revenue

    total $53,885,804 · related or exempt $53,885,804

  • 11c · Other revenue: Other Professional Revenue

    total $23,007,659 · related or exempt $23,007,659

  • 11d · All other revenue

    total $54,668,343 · related or exempt $54,668,343 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $262,476,049

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $7,824,060 · program services $7,824,060

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $99,710,899 · program services $63,563,972 · management and general $36,087,746 · fundraising $59,181

  • 7 · Other salaries and wages

    total $400,997,888 · program services $255,629,211 · management and general $145,130,673 · fundraising $238,004

  • 8 · Pension plan contributions

    total $13,363 · management and general $13,363

  • 9 · Other employee benefits

    total $56,832,405 · program services $31,191,199 · management and general $25,612,245 · fundraising $28,961

  • 10 · Payroll taxes

    total $23,653,681 · program services $18,212,616 · management and general $5,423,172 · fundraising $17,893

  • 11b · Fees: legal

    total $6,126,940 · program services $1,448,914 · management and general $4,678,026

  • 11c · Fees: accounting

    total $5,061,075 · management and general $5,061,075

  • 11d · Fees: lobbying

    total $998,837 · management and general $998,837

  • 11f · Fees: investment management

    total $3,248,192 · program services $3,199,160 · management and general $49,032

  • 11g · Fees: other

    total $467,574,212 · program services $409,143,522 · management and general $57,964,444 · fundraising $466,246

  • 12 · Advertising and promotion

    total $3,544,441 · program services $3,526,495 · management and general $17,946

  • 13 · Office expenses

    total $22,702,462 · program services $84,083,823 · management and general -$61,392,456 · fundraising $11,095

  • 16 · Occupancy

    total $18,065,019 · program services $9,841,964 · management and general $8,223,055

  • 17 · Travel

    total $16,239,437 · program services $5,006,686 · management and general $11,220,681 · fundraising $12,070

  • 19 · Conferences, conventions and meetings

    total $7,312,706 · program services $2,361,346 · management and general $4,951,360

  • 20 · Interest

    total $17,808,246 · program services $1,687,897 · management and general $16,120,349

  • 22 · Depreciation, depletion and amortization

    total $19,227,150 · program services $19,227,150

  • 23 · Insurance

    total $127,245,283 · program services $117,321,013 · management and general $9,924,270

  • 24a · Other expenses: Other Tax Expense

    total $91,484,391 · program services $83,133,907 · management and general $8,350,484

  • 24b · Other expenses: Community Benefit Expense

    total $29,473,186 · program services $29,473,186

  • 24c · Other expenses: Recruiting Fees

    total $5,006,153 · program services $1,633,137 · management and general $3,373,016

  • 24d · Other expenses: License Permits/inspection fees

    total $1,543,832 · program services $979,730 · management and general $564,102

  • 24e · All other expenses

    total $2,238,152 · program services $61,506 · management and general $2,176,646 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $649,284,092 · end of year $550,008,660

  • 4 · Accounts receivable

    beginning of year $27,986,015 · end of year $110,292,225

  • 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 $36,761,646 · end of year $102,621,777

  • 8 · Inventories for sale or use

    beginning of year $2,101,894 · end of year $2,185,776

  • 9 · Prepaid expenses and deferred charges

    beginning of year $71,620,893 · end of year $76,821,405

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

    $726,500,120

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

    $212,420,305

  • 10c · Land, buildings and equipment, net

    beginning of year $377,211,127 · end of year $514,079,815

  • 11 · Investments: publicly traded securities

    beginning of year $896,939,969 · end of year $738,142,904

  • 12 · Investments: other securities

    beginning of year $364,587,166 · end of year $352,712,977

  • 13 · Investments: program-related

    beginning of year $1,091,793,673 · end of year $788,155,436

  • 14 · Intangible assets

    beginning of year $19,296,630 · end of year $19,296,630

  • 15 · Other assets

    beginning of year $138,942,056 · end of year $203,856,351

  • 17 · Accounts payable and accrued expenses

    beginning of year $495,459,759 · end of year $779,276,889

  • 19 · Deferred revenue

    beginning of year $171,420,747 · end of year $272,059,013

  • 20 · Tax-exempt bond liabilities

    beginning of year $1,937,396,553 · end of year $2,017,117,460

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $441,829,917 · end of year $642,190,112

  • 27 · Net assets without donor restrictions

    beginning of year $614,839,317 · end of year -$268,048,668

  • 28 · Net assets with donor restrictions

    beginning of year $15,578,868 · end of year $15,579,150

Mission and programs · 2023

Mission

See Schedule O

Activities or mission (Part I)

SUPPORTING THE HEALTH CARE MINISTRIES OF THE SPONSORING CONGREGATIONS IN EXTENDING THE HEALING MINISTRY OF JESUS CHRIST IN CONFORMITY WITH THE ROMAN CATHOLIC CHURCH.

  • See Schedule O

    Expenses $988,612,445 · Revenue $1,029,644,474

  • See Schedule O

    Expenses $158,012,417 · Revenue $151,312,417

  • See Schedule O

    Expenses $1,861,179

  • Other program services

    Expenses $64,453 · Grants $7,824,060

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DAVID STRONG

    DIRECTOR/VICE CHAIR

    Total calculated
    $32,000
    From this org
    $32,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • ERNIE SADAU

    PRESIDENT & CEO

    Total calculated
    $17,977,833
    From this org
    $17,888,183
    From related orgs
    $0
    Other
    $89,650
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $2,381,334
    Bonus
    $7,652,681
    Other
    $7,854,168
    Deferred
    $83,415
    Nontaxable benefits
    $6,235
    Filer's total
    $17,977,833

  • MARICELA M BREEDLOVE

    DIRECTOR/CHAIR

    Total calculated
    $51,721
    From this org
    $51,721
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • ALIDE CHASE

    DIRECTOR

    Total calculated
    $17,823
    From this org
    $17,823
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • BILL CHEN

    DIRECTOR

    Total calculated
    $22,661
    From this org
    $22,661
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 10 related

  • CHERYL ALSTON

    DIRECTOR

    Total calculated
    $16,323
    From this org
    $16,323
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Eduardo Garcia Luna Martinez

    Director

    Total calculated
    $0
    Hours/week
    1

  • FATHER STEPHEN WORSLEY

    DIRECTOR

    Total calculated
    $16,473
    From this org
    $16,473
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • J LINDSEY BRADLEY JR

    DIRECTOR

    Total calculated
    $11,999
    From this org
    $11,999
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • KEVIN J ROY DBA

    DIRECTOR

    Total calculated
    $20,424
    From this org
    $20,424
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • SISTER CHRISTINA MURPHY

    DIRECTOR (term 12/23)

    Total calculated
    $0
    Hours/week
    1

  • Sister Kathleen Coughlin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SISTER LORETTA FELICI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVEN KEUER MD

    TMF CHIEF FINANCIAL OFFICER

    Total calculated
    $1,535,751
    From this org
    $1,281,567
    From related orgs
    $0
    Other
    $254,184
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $697,737
    Bonus
    $405,809
    Other
    $178,021
    Deferred
    $243,814
    Nontaxable benefits
    $10,370
    Filer's total
    $1,535,751

  • IRMA PENALOZA

    ASST. CORP SEC

    Total calculated
    $733,730
    From this org
    $582,800
    From related orgs
    $0
    Other
    $150,930
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $348,461
    Bonus
    $185,444
    Other
    $48,895
    Deferred
    $134,086
    Nontaxable benefits
    $16,844
    Filer's total
    $733,730

  • KAREN OLIVER

    ASST. CORP SEC

    Total calculated
    $161,676
    From this org
    $118,017
    From related orgs
    $0
    Other
    $43,659
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $116,471
    Bonus
    $1,200
    Other
    $346
    Deferred
    $27,815
    Nontaxable benefits
    $15,844
    Filer's total
    $161,676

  • NANCY RODILL

    DIR OF GOV, ACS

    Total calculated
    $358,289
    From this org
    $289,627
    From related orgs
    $0
    Other
    $68,662
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,669
    Bonus
    $82,808
    Other
    $150
    Deferred
    $56,046
    Nontaxable benefits
    $12,616
    Filer's total
    $358,289

  • RANDY SAFADY

    EVP/CHIEF FINANCIAL OFFICER

    Total calculated
    $7,260,370
    From this org
    $7,181,461
    From related orgs
    $0
    Other
    $78,909
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,482,193
    Bonus
    $3,630,377
    Other
    $2,068,891
    Deferred
    $70,284
    Nontaxable benefits
    $8,625
    Filer's total
    $7,260,370

  • CHARLES T HANKINS

    SVP PEDIATRICS AND CMO, CHOSA

    Total calculated
    $1,038,518
    From this org
    $761,816
    From related orgs
    $0
    Other
    $276,702
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $761,816
    Deferred
    $22,426
    Nontaxable benefits
    $254,276
    Filer's total
    $1,038,518

  • CHRIS C DASKEVICH

    SVP MATERNAL SVCS & CEO, CHOSA

    Total calculated
    $1,353,327
    From this org
    $1,107,196
    From related orgs
    $0
    Other
    $246,131
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $619,777
    Bonus
    $349,946
    Other
    $137,473
    Deferred
    $222,825
    Nontaxable benefits
    $23,306
    Filer's total
    $1,353,327

  • CHRISTOPHER KARAM

    SR VP & REG CEO

    Total calculated
    $1,483,079
    From this org
    $1,383,146
    From related orgs
    $0
    Other
    $99,933
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $616,874
    Bonus
    $489,957
    Other
    $276,315
    Deferred
    $87,004
    Nontaxable benefits
    $12,929
    Filer's total
    $1,483,079

  • DOMINIC DOMINGUEZ

    SVP-GROUP OPERATIONS SO TX

    Total calculated
    $1,733,303
    From this org
    $1,469,771
    From related orgs
    $0
    Other
    $263,532
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $777,464
    Bonus
    $525,911
    Other
    $166,396
    Deferred
    $254,594
    Nontaxable benefits
    $8,938
    Filer's total
    $1,733,303

  • FADI NASRALLAH MD

    SVP CMO TRINITY CLINIC

    Total calculated
    $1,699,857
    From this org
    $1,419,838
    From related orgs
    $0
    Other
    $280,019
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $728,008
    Bonus
    $521,181
    Other
    $170,649
    Deferred
    $267,539
    Nontaxable benefits
    $12,480
    Filer's total
    $1,699,857

  • GABRIELA SAENZ

    SVP CORP SERVICES

    Total calculated
    $1,229,326
    From this org
    $1,028,530
    From related orgs
    $0
    Other
    $200,796
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $543,205
    Bonus
    $389,832
    Other
    $95,493
    Deferred
    $191,828
    Nontaxable benefits
    $8,968
    Filer's total
    $1,229,326

  • GERARD F HEELEY

    SR VP MISSION AND ETHICS (term 6/24)

    Total calculated
    $3,379,335
    From this org
    $2,919,003
    From related orgs
    $0
    Other
    $460,332
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $780,710
    Bonus
    $1,358,982
    Other
    $779,311
    Deferred
    $457,724
    Nontaxable benefits
    $2,608
    Filer's total
    $3,379,335

  • Gerardo Flores MD

    SVP/CNO

    Total calculated
    $1,132,922
    From this org
    $913,768
    From related orgs
    $0
    Other
    $219,154
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $504,147
    Bonus
    $365,248
    Other
    $44,373
    Deferred
    $206,110
    Nontaxable benefits
    $13,044
    Filer's total
    $1,132,922

  • J CHRIS GLENNEY

    SVP GROUP OPERATIONS NETX

    Total calculated
    $1,790,176
    From this org
    $1,499,959
    From related orgs
    $0
    Other
    $290,217
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $785,008
    Bonus
    $553,491
    Other
    $161,460
    Deferred
    $274,329
    Nontaxable benefits
    $15,888
    Filer's total
    $1,790,176

  • JEANNIE FREY

    SVP CHIEF LEGAL OFFICER

    Total calculated
    $1,578,055
    From this org
    $1,505,851
    From related orgs
    $0
    Other
    $72,204
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $770,035
    Bonus
    $547,872
    Other
    $187,944
    Deferred
    $65,701
    Nontaxable benefits
    $6,503
    Filer's total
    $1,578,055

  • JEFFREY M PUCKETT

    EVP/COO

    Total calculated
    $8,885,985
    From this org
    $8,785,568
    From related orgs
    $0
    Other
    $100,417
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,555,613
    Bonus
    $3,764,956
    Other
    $3,464,999
    Deferred
    $85,694
    Nontaxable benefits
    $14,723
    Filer's total
    $8,885,985

  • Jennifer Beal

    SVP CAO

    Total calculated
    $912,234
    From this org
    $753,370
    From related orgs
    $0
    Other
    $158,864
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $489,590
    Bonus
    $263,130
    Other
    $650
    Deferred
    $156,378
    Nontaxable benefits
    $2,486
    Filer's total
    $912,234

  • JON MANIS

    SVP CIO

    Total calculated
    $2,545,912
    From this org
    $2,347,221
    From related orgs
    $0
    Other
    $198,691
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $730,470
    Bonus
    $1,009,800
    Other
    $606,951
    Deferred
    $43,201
    Nontaxable benefits
    $155,490
    Filer's total
    $2,545,912

  • KIM REYNOLDS

    SVP FINANCE

    Total calculated
    $1,565,374
    From this org
    $1,294,258
    From related orgs
    $0
    Other
    $271,116
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $591,745
    Bonus
    $601,440
    Other
    $101,073
    Deferred
    $264,505
    Nontaxable benefits
    $6,611
    Filer's total
    $1,565,374

  • KIMBERLY KING WEBB

    SVP CHIEF HR OFFICER

    Total calculated
    $1,576,204
    From this org
    $1,260,360
    From related orgs
    $0
    Other
    $315,844
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $667,518
    Bonus
    $491,680
    Other
    $101,162
    Deferred
    $246,531
    Nontaxable benefits
    $69,313
    Filer's total
    $1,576,204

  • M SHANNON STANSBURY

    SVP POPULATION HEALTH

    Total calculated
    $1,223,118
    From this org
    $1,002,684
    From related orgs
    $0
    Other
    $220,434
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $537,529
    Bonus
    $365,992
    Other
    $99,163
    Deferred
    $211,667
    Nontaxable benefits
    $8,767
    Filer's total
    $1,223,118

  • MARTY MARGETTS

    EVP/CAO

    Total calculated
    $6,994,516
    From this org
    $6,172,499
    From related orgs
    $0
    Other
    $822,017
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,240,814
    Bonus
    $3,218,724
    Other
    $1,712,961
    Deferred
    $801,347
    Nontaxable benefits
    $20,670
    Filer's total
    $6,994,516

  • PAUL D GENERALE

    EVP/CHIEF STRATEGY OFFICER

    Total calculated
    $7,031,881
    From this org
    $6,220,463
    From related orgs
    $0
    Other
    $811,418
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,244,347
    Bonus
    $3,218,724
    Other
    $1,757,392
    Deferred
    $802,353
    Nontaxable benefits
    $9,065
    Filer's total
    $7,031,881

  • SAM BAGCHI MD

    EVP/CMO

    Total calculated
    $5,582,778
    From this org
    $4,781,092
    From related orgs
    $0
    Other
    $801,686
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,193,899
    Bonus
    $3,155,393
    Other
    $431,800
    Deferred
    $771,191
    Nontaxable benefits
    $30,495
    Filer's total
    $5,582,778

  • TINA BARKER

    SVP STRATEGY MARKETING & DIG

    Total calculated
    $1,149,981
    From this org
    $942,114
    From related orgs
    $0
    Other
    $207,867
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $488,459
    Bonus
    $351,551
    Other
    $102,104
    Deferred
    $197,263
    Nontaxable benefits
    $10,604
    Filer's total
    $1,149,981

  • Andrea Teague

    VP Cancer Services

    Total calculated
    $1,071,986
    From this org
    $944,861
    From related orgs
    $0
    Other
    $127,125
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $812,100
    Bonus
    $132,761
    Other
    $0
    Deferred
    $120,814
    Nontaxable benefits
    $6,311
    Filer's total
    $1,071,986

  • LILLIAN MONTOYA

    Pres/CEO SVH

    Total calculated
    $1,146,156
    From this org
    $934,390
    From related orgs
    $0
    Other
    $211,766
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $573,237
    Bonus
    $275,129
    Other
    $86,024
    Deferred
    $202,440
    Nontaxable benefits
    $9,326
    Filer's total
    $1,146,156

  • Luis Haro

    VP Operations for Emergency Services (term 7/23)

    Total calculated
    $1,286,456
    From this org
    $1,222,376
    From related orgs
    $0
    Other
    $64,080
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $321,170
    Bonus
    $287,617
    Other
    $613,589
    Deferred
    $54,920
    Nontaxable benefits
    $9,160
    Filer's total
    $1,286,456

  • MARK ANDERSON

    CMO, CRP TMF HEALTH SYSTEM

    Total calculated
    $1,012,544
    From this org
    $933,072
    From related orgs
    $0
    Other
    $79,472
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $576,363
    Bonus
    $264,127
    Other
    $92,582
    Deferred
    $65,701
    Nontaxable benefits
    $13,771
    Filer's total
    $1,012,544

  • PAUL M TREVINO

    CEO SETX & SWLA

    Total calculated
    $1,195,663
    From this org
    $967,844
    From related orgs
    $0
    Other
    $227,819
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $548,668
    Bonus
    $308,678
    Other
    $110,498
    Deferred
    $201,424
    Nontaxable benefits
    $26,395
    Filer's total
    $1,195,663

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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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)

Schedule J, Part I, Line 1a First-class or charter travel
CERTAIN EXECUTIVES AND BOARD MEMBERS WERE REIMBURSED UNDER AN ACCOUNTABLE PLAN FOR FIRST CLASS TRAVEL.
Schedule J, Part I, Line 1a Travel for companions
TAXABLE COMPENSATION WAS REPORTED TO VARIOUS OFFICERS AND BOARD MEMBERS RELATED TO COMPANION TRAVEL TO CHRISTUS MEETINGS.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's 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 A BI-ANNUAL COMPENSATION SURVEY. THE CEO HAS A WRITTEN EMPLOYMENT CONTRACT WITH THE FILING ORGANIZATION.
Schedule J, Part I, Line 4a Severance or change-of-control payment
CHARLES HANKINS RECEIVED $588,925 IN SEVERANCE DURING CALENDAR YEAR 2023. LUIS HARO RECEIVED $242,781 IN SEVERANCE DURING CALENDAR YEAR 2023.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
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. The following individuals received payouts under a supplemental nonqualified retirement plan. Ernie Sadau - $7,848,046 Jeffrey Puckett - $3,463,677 Randy Safady - $2,066,919 Paul Generale - $1,754,920 Marty Margetts - $1,710,990 Gerard Heely - $772,757 JON MANIS - $606,951 Sam Bagchi - $430,479 Luis Haro - $360,589 Jeannie Frey - $187,944 STEVE KEUER - $176,699 Christopher Karam - $171,348 Fadi Nasrallah - $170,649 Dominic Dominguez - $162,091 J. Chris Glenney - $160,310 Charles T Hankins - $158,846 CHRIS DASKEVICH - $137,473 Paul M Trevino -$109,848 TINA BARKER - $101,454 Kimberly King Webb - $100,512 Kim Reynolds - $100,423 M. SHANNON STANSBURY - $98,263 GABRIELA SAENZ - $93,521 MARK ANDERSON - $92,082 LILLIAN MONTOYA - $85,198 Irma Penaloza - $48,245 GERARDO FLORES - $44,373
Schedule J, Part II FORM 990, PART VII, QUESTION 1A & 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.
Schedule J, Part II SUPPLEMENTAL COMPENSATION INFORMATION
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.
Schedule J, Part II, Column (B)(ii) BONUS AND INCENTIVE COMPENSATION
BONUS AND INCENTIVE COMPENSATION MAY INCLUDE AMOUNTS THAT WERE DEFERRED IN A PRIOR YEAR BUT PAID OUT IN CALENDAR YEAR 2023.
Schedule J, Part II, Column (C) DEFERRED COMPENSATION
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.
Schedule J, Part II, Column (F) COMPENSATION REPORTED AS DEFERRED IN PRIOR FORM 990
THE AMOUNTS REPORTED ON FORM 990, SCHEDULE J, PART II, COLUMN (F) ARE THE PAYMENTS REPORTED AS REPORTABLE COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN (B)(III) TO THE EXTENT THAT SUCH PAYMENTS WERE REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990. THE AMOUNTS REPORTED ON FORM 990, SCHEDULE J, PART II, COLUMN (F) ARE A RESULT OF PARTICIPATION IN THE FOLLOWING NONQUALIFIED SUPPLEMENTAL RETIREMENT PLANS: PENSION RESTORATION PLAN, DEFERRED INCOME ACCOUNT AND SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN.

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

  • Catholic Charities of Dallas Inc

    $180,000

    To create a welcoming, safe and supportive environment for the formerly chronically homeless, where they can work towards stabilization and self-sufficiency. 2024 Bishop Gala, School supplies

  • Central Louisiana Homeless Coalition

    $145,000

    To provide case management services to people experiencing homelessness and connect them to community programs and resources.

  • Sisters Of Charity Of The Incarnate

    $120,000

    Donation in the name Mr Don Powell and Juan Maya Patino, Deceased father of Sister Tere Maya

  • The Memory Care Alliance

    $115,000

    To support caregiver mental health & wellbeing in culturally appropriate ways. To provide mental health services to pregnant and perinatal women and to work with the family to create a longer-term mental health solution.

  • Crossroads Community Services Inc

    $100,000

    To improve and stabilize the nutritional intake of low-income individuals, families, and communities and reduce the frequency and impact of household food crises.

  • Catholic Charities of Southwest Louisiana

    $100,000

    To provide fresh fruits, vegetables, dairy products and meats to increase the nutritional profile of the foods provided in the food bank.

  • Carevide

    $100,000

    To advance the health & wellbeing of Hopkins County by supporting the healthcare center's engagement in a value-based healthcare delivery model.

  • Congregation Of The Sisters Aka Ccvi San Antonio

    $100,000

    To enhance the level of care & support provided to the Sisters of the Congregation

  • Family Services of Southeast Texas Inc

    $100,000

    To provide safe counseling, safe shelter, food, clothing and other services to survivors of sexual assualt, rape & domestic violence.

  • Sabine Valley Regional Mhmr Ctr

    $100,000

    To provide an immediate response to individuals that present at the ER for behavioral health reasons.

The 10 largest by cash amount. The API serves every itemized grant.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

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
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202531339349308263

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

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