Form 990 for tax year 2022
Filed by CHRISTUS FOUNDATION SHREVEPORT-BOSSIER.
Totals
- Total revenue
- $1,196,314
- Total expenses
- $1,395,888
- Contributions and grants received
- $1,089,334
- Grants paid
- $1,015,877
- Program services expenses (Part IX)
- $1,082,108
- Management and general expenses
- $313,402
- Fundraising expenses
- $378
- Program service expenses (Part III)
- $1,082,108
Program services were 77.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
THOMAS S TRAWICK JR MD
DIRECTOR/PRES/CEO
- Total calculated
- $681,207
- From this org
- $0
- From related orgs
- $553,095
- Other
- $128,112
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- not reported + $514,177 related
- Bonus
- not reported + $38,918 related
- Other
- not reported
- Deferred
- not reported + $114,684 related
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $667,779 related
-
SCOTT FOSSEY
VICE PRESIDENT PHILANTHROPY
- Total calculated
- $482,154
- From this org
- $0
- From related orgs
- $442,851
- Other
- $39,303
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $325,194 related
- Bonus
- not reported + $116,707 related
- Other
- not reported + $950 related
- Deferred
- not reported + $17,800 related
- Nontaxable benefits
- not reported + $21,503 related
- Filer's total
- not reported + $482,154 related
-
JASON MILLER
CFO
- Total calculated
- $202,520
- From this org
- $0
- From related orgs
- $193,361
- Other
- $9,159
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- not reported + $159,635 related
- Bonus
- not reported + $20,000 related
- Other
- not reported + $13,726 related
- Deferred
- not reported
- Nontaxable benefits
- not reported + $9,159 related
- Filer's total
- not reported + $202,520 related
-
AMY HERON
EXECUTIVE DIRECTOR
- Total calculated
- $119,703
- From this org
- $0
- From related orgs
- $99,641
- Other
- $20,062
- Hours/week
- 40
-
JUDY DESHOTELS
DIRECTOR (THRU 2/2022)
- Total calculated
- $94,845
- From this org
- $0
- From related orgs
- $90,373
- Other
- $4,472
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $19,904 related
- Bonus
- not reported
- Other
- not reported + $70,469 related
- Deferred
- not reported + $818 related
- Nontaxable benefits
- not reported + $3,654 related
- Filer's total
- not reported + $94,845 related
-
ASHLEY HANCOCK
DIRECTOR (THRU 12/2022)
- Total calculated
- $0
- Hours/week
- 1
-
BARBARA L POU
DIRECTOR (THRU 12/2022)
- Total calculated
- $0
- Hours/week
- 1
-
CARY D CAMP
PAST-Chair (THRU 12/2022)
- Total calculated
- $0
- Hours/week
- 1
-
DAVID H OGWYN
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
QUINTIN T HARDTNER IV
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SURINDER TANK MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MERRITT RICE CASON
DIRECTOR (THRU 11/2022)
- Total calculated
- $0
- Hours/week
- 1
-
MARY FRANCES COLEMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
WILLIAM MCLOYD COMEGYS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
COLE LOLLAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHELLE THOMAS
TREASURER/SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
CAMERON JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANDY PENDERGRASS
DIRECTOR (THRU 12/2022)
- Total calculated
- $0
- Hours/week
- 1
-
KAREN EVANS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LORI BAYNHAM
DIRECTOR/CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 1
-
ALVIN CHILDS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BILL PEATROSS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
EDWARD TAYLOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LISA HARGROVE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD MICHAEL MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
FLORENCE BETHARD
DIRECTOR (AS OF 1/2023)
- Total calculated
- $0
- Hours/week
- 1
-
NORMAN DUHON JR
DIRECTOR (AS OF 1/2023)
- Total calculated
- $0
- Hours/week
- 1
-
ROY GRIGGS
DIRECTOR (AS OF 1/2023)
- Total calculated
- $0
- Hours/week
- 1
-
JARROD HORTON
DIRECTOR (AS OF 1/2023)
- Total calculated
- $0
- Hours/week
- 1
-
CAMILLE WEEKS
DIRECTOR (AS OF 1/2023)
- Total calculated
- $0
- Hours/week
- 1
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
- 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, 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. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS.
- 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.
- SUPPLEMENTAL COMPENSATION INFORMATION
- FORM 990, SCHEDULE J, PART I, QUESTION 3 CHRISTUS FOUNDATION SHREVEPORT-BOSSIER RELIED ON A RELATED ORGANIZATION, CHRISTUS HEALTH NORTHERN LOUISIANA, THAT USED THE FOLLOWING METHOD TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: INDEPENDENT AND EXTERNAL CONSULTANT. THE FILING ORGANIZATION DOES NOT HAVE THE AUTHORITY TO DETERMINE AND IMPLEMENT THE METHODS USED TO ESTABLISH SUCH COMPENSATION.
- SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
- FORM 990, SCHEDULE J, PART I, QUESTION 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.
- 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.
- 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.
- BONUS AND INCENTIVE COMPENSATION
- 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.
- SEVERANCE PAYMENTS
- FORM 990, SCHEDULE J, PART I, QUESTION 4A THE FOLLOWING INDIVIDUAL(S) RECEIVED A SEVERANCE PAYMENT: JUDY DESHOTELS - $66,448
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
-
CHRISTUS Health Northern Louisiana
$935,067
PROGRAM SUPPORT
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.
-
501(C)(3) · SUPT HLTH SVC · TX
Directly controlled by NA
-
CHRISTUS HEALTH NORTHERN LOUISIANA
501(C)(3) · HLTHCARE SVC · LA
Directly controlled by CH
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 6 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421289349302567
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.