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Nonprofiteer
← CHRISTUS HEALTH PLAN LOUISIANA

Form 990 for tax year 2022

Filed by CHRISTUS HEALTH PLAN LOUISIANA.

Totals

Total revenue
$22,136,313
Total expenses
$22,985,109
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$21,944,937
Investment income
$191,376
Other revenue
$0
Total assets, end of year
$39,439,681
Total liabilities, end of year
$33,773,001
Net assets or fund balances, end of year
$5,666,680
Program services expenses (Part IX)
$15,811,978
Management and general expenses
$7,173,131
Fundraising expenses
$0
Program service expenses (Part III)
$15,811,978

Program services were 68.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Randy Safady

    DIRECTOR

    Total calculated
    $7,000,610
    From this org
    $0
    From related orgs
    $5,478,117
    Other
    $1,522,493
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $2,906,938 related
    Bonus
    not reported + $2,565,000 related
    Other
    not reported + $6,179 related
    Deferred
    not reported + $1,513,147 related
    Nontaxable benefits
    not reported + $9,346 related
    Filer's total
    not reported + $7,000,610 related

  • PAUL GENERALE

    CHAIR

    Total calculated
    $6,829,509
    From this org
    $0
    From related orgs
    $4,949,474
    Other
    $1,880,035
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $2,429,327 related
    Bonus
    not reported + $2,160,000 related
    Other
    not reported + $360,147 related
    Deferred
    not reported + $1,869,933 related
    Nontaxable benefits
    not reported + $10,102 related
    Filer's total
    not reported + $6,829,509 related

  • SHANNON STANSBURY

    DIRECTOR/PRESIDENT

    Total calculated
    $1,194,895
    From this org
    $0
    From related orgs
    $1,028,085
    Other
    $166,810
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $492,760 related
    Bonus
    not reported + $285,170 related
    Other
    not reported + $250,155 related
    Deferred
    not reported + $158,478 related
    Nontaxable benefits
    not reported + $8,332 related
    Filer's total
    not reported + $1,194,895 related

  • Adele Paulett

    Director

    Total calculated
    $683,275
    From this org
    $0
    From related orgs
    $580,961
    Other
    $102,314
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $323,430 related
    Bonus
    not reported + $177,575 related
    Other
    not reported + $79,956 related
    Deferred
    not reported + $79,080 related
    Nontaxable benefits
    not reported + $23,234 related
    Filer's total
    not reported + $683,275 related

  • ROGER FOWLER

    CMO (THRU 01/2023)

    Total calculated
    $650,056
    From this org
    $0
    From related orgs
    $627,139
    Other
    $22,917
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    not reported + $405,011 related
    Bonus
    not reported + $147,343 related
    Other
    not reported + $74,785 related
    Deferred
    not reported + $12,200 related
    Nontaxable benefits
    not reported + $10,717 related
    Filer's total
    not reported + $650,056 related

  • RONALD PARTON MD

    CMO HEALTH PLANS

    Total calculated
    $542,414
    From this org
    $0
    From related orgs
    $456,613
    Other
    $85,801
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    not reported + $342,947 related
    Bonus
    not reported + $113,666 related
    Other
    not reported
    Deferred
    not reported + $70,245 related
    Nontaxable benefits
    not reported + $15,556 related
    Filer's total
    not reported + $542,414 related

  • MELISSA WILLIAMS

    ASST TREASURER

    Total calculated
    $528,331
    From this org
    $0
    From related orgs
    $442,901
    Other
    $85,430
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $272,871 related
    Bonus
    not reported + $105,661 related
    Other
    not reported + $64,369 related
    Deferred
    not reported + $75,175 related
    Nontaxable benefits
    not reported + $10,255 related
    Filer's total
    not reported + $528,331 related

  • GEORGE KITZMILLER

    COO

    Total calculated
    $393,217
    From this org
    $0
    From related orgs
    $336,592
    Other
    $56,625
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    not reported + $247,331 related
    Bonus
    not reported + $73,703 related
    Other
    not reported + $15,558 related
    Deferred
    not reported + $53,788 related
    Nontaxable benefits
    not reported + $2,837 related
    Filer's total
    not reported + $393,217 related

  • RONDA HEFTON

    CAO HEALTH PLANS

    Total calculated
    $338,652
    From this org
    $0
    From related orgs
    $291,677
    Other
    $46,975
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    not reported + $240,088 related
    Bonus
    not reported + $51,589 related
    Other
    not reported
    Deferred
    not reported + $36,191 related
    Nontaxable benefits
    not reported + $10,784 related
    Filer's total
    not reported + $338,652 related

  • STEVEN T ANDERSON

    TREASURER (THRU 10/2022)

    Total calculated
    $323,748
    From this org
    $0
    From related orgs
    $308,406
    Other
    $15,342
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    not reported + $213,079 related
    Bonus
    not reported + $94,732 related
    Other
    not reported + $595 related
    Deferred
    not reported + $12,200 related
    Nontaxable benefits
    not reported + $3,142 related
    Filer's total
    not reported + $323,748 related

  • RON HIRASAKI

    VP PRODUCT MGMT/MRKT

    Total calculated
    $299,568
    From this org
    $0
    From related orgs
    $263,737
    Other
    $35,831
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    not reported + $204,435 related
    Bonus
    not reported + $59,302 related
    Other
    not reported
    Deferred
    not reported + $29,289 related
    Nontaxable benefits
    not reported + $6,542 related
    Filer's total
    not reported + $299,568 related

  • Karen Oliver

    Secretary (THRU 03/2022)

    Total calculated
    $135,297
    From this org
    $0
    From related orgs
    $114,993
    Other
    $20,304
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $113,658 related
    Bonus
    not reported + $1,200 related
    Other
    not reported + $135 related
    Deferred
    not reported + $5,174 related
    Nontaxable benefits
    not reported + $15,130 related
    Filer's total
    not reported + $135,297 related

  • NANCY HORSTMANN

    President/CEO (THRU 4/21)

    Total calculated
    $134,388
    From this org
    $0
    From related orgs
    $134,388
    Other
    $0
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported + $134,388 related
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $134,388 related

  • Connie Coleman

    Secretary

    Total calculated
    $84,413
    From this org
    $0
    From related orgs
    $82,512
    Other
    $1,901
    Hours/week
    1 + 39 related

  • JAMES BEIERMANN

    TREASURER/CFO (AS OF 06/2023)

    Total calculated
    $0
    Hours/week
    20 + 20 related

  • ANGELA SELF

    CMO (AS OF 06/2023)

    Total calculated
    $0
    Hours/week
    20 + 20 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, 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

  • 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)

Supplemental Compensation Information
FORM 990, SCHEDULE J, PART I, LINE 1 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 A RELATED ORGANIZATION, NOT FOR THE INDIVIDUAL'S ROLE AS A BOARD MEMBER OR DIRECTOR. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS.
EXPLANATION OF RELATED ORG DETERMINING CEO/EXECUTIVE DIRECTOR'S COMP
FORM 990, SCHEDULE J, PART 1, 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.
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.
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 2022.
SUPPLEMENTAL COMPENSATION INFORMATION
FORM 990, PART VII, SECTION A & SCHEDULE J, PART II THE BONUS AND INCENTIVE COMPENSATION REPORTED AS RELATED COMPENSATION WAS PAID BY CHRISTUS HEALTH, A RELATED ORGANIZATION OF THE FILING ENTITY.
SEVERANCE PAYMENTS
FORM 990, SCHEDULE J, PART I, QUESTION 4A THE FOLLOWING INDIVIDUAL(S) RECEIVED A SEVERANCE PAYMENT: NANCY HORSTMANN: $131,130
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
FORM 990, SCHEDULE J, PART I, QUESTION 4B COMPENSATION REPORTED AS DEFERRED IN A PRIOR FORM 990 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.

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
6 May 2024
IRS schema version
2022v5.0
Source object
202431289349302923

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

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