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Nonprofiteer
← CHRISTUS HEALTH SOUTHEAST TEXAS

Form 990 for tax year 2022

Filed by CHRISTUS HEALTH SOUTHEAST TEXAS.

Totals

Total revenue
$514,428,730
Total expenses
$447,133,545
Contributions and grants received
$1,164,008
Grants paid
$1,364,246
Program service revenue
$512,025,435
Investment income
$1,062,683
Other revenue
$176,604
Total assets, end of year
$275,403,977
Total liabilities, end of year
$33,826,897
Net assets or fund balances, end of year
$241,577,080
Program services expenses (Part IX)
$371,210,148
Management and general expenses
$75,817,881
Fundraising expenses
$105,516
Program service expenses (Part III)
$371,210,148

Program services were 83.0% 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

    $687,031

  • 1e · Government grants (contributions)

    $162,867

  • 1f · All other contributions, gifts and grants

    $314,110

  • 2a · Program service revenue: Net Patient Service Revenue

    total $478,080,336 · related or exempt $477,169,581 · unrelated business $910,755

  • 2b · Program service revenue: Rent related to exempt purpose

    total $5,892,087 · related or exempt $5,892,087

  • 2c · Program service revenue: Wellness Center

    total $1,991,521 · related or exempt $1,991,521

  • 2d · Program service revenue: Community Benefits

    total $21,459,437 · related or exempt $21,459,437

  • 2e · Program service revenue: Community Health Education, Research and Outreach

    total $2,550,550 · related or exempt $2,550,550

  • 2f · All other program service revenue

    total $2,051,504 · related or exempt $2,050,455 · unrelated business $1,049 · excluded $0

  • 3 · Investment income

    total $972,702 · excluded $972,702

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    other assets $224,339

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

    other assets $134,358

  • 7c · Gain or loss

    securities $0 · other assets $89,981

  • 7d · Net gain or loss

    total $89,981 · excluded $89,981

  • 11a · Other revenue: PRINT SHOP REVENUE

    total $118,480 · related or exempt $68,492 · unrelated business $49,988

  • 11b · Other revenue: FOOD SERVICE REVENUE

    total $32,771 · related or exempt $32,771

  • 11c · Other revenue: PHYSICIAN SUPPORT SERVICE REVENUE

    total $20,950 · related or exempt $20,950

  • 11d · All other revenue

    total $4,403 · related or exempt $4,403 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $176,604

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,049,166 · program services $1,049,166

  • 2 · Grants to domestic individuals

    total $315,080 · program services $315,080

  • 5 · Compensation of officers, directors and key employees

    total $68,624 · program services $66,115 · management and general $2,500 · fundraising $9

  • 6 · Compensation of disqualified persons

    total $79,377 · program services $76,475 · management and general $2,891 · fundraising $11

  • 7 · Other salaries and wages

    total $134,818,163 · program services $129,888,916 · management and general $4,910,813 · fundraising $18,434

  • 9 · Other employee benefits

    total $20,022,962 · program services $18,610,250 · management and general $1,405,843 · fundraising $6,869

  • 10 · Payroll taxes

    total $9,768,328 · program services $9,511,375 · management and general $257,623 · fundraising -$670

  • 11a · Fees: management

    total $382,872 · program services $370,797 · management and general $12,075

  • 11b · Fees: legal

    total $378,380 · program services $31,616 · management and general $346,764

  • 11g · Fees: other

    total $70,468,353 · program services $29,181,548 · management and general $41,286,805 · fundraising $0

  • 12 · Advertising and promotion

    total $941,910 · program services $868,041 · management and general $73,869

  • 13 · Office expenses

    total $31,058,621 · program services $28,061,775 · management and general $2,920,889 · fundraising $75,957

  • 14 · Information technology

    total $19,352,971 · management and general $19,352,971

  • 16 · Occupancy

    total $15,622,042 · program services $15,544,341 · management and general $77,701

  • 17 · Travel

    total $217,038 · program services $177,383 · management and general $47,549 · fundraising -$7,894

  • 19 · Conferences, conventions and meetings

    total $126,634 · program services $58,227 · management and general $68,483 · fundraising -$76

  • 20 · Interest

    total $5,069,686 · program services $5,069,686

  • 22 · Depreciation, depletion and amortization

    total $17,221,253 · program services $16,944,219 · management and general $277,034

  • 23 · Insurance

    total $5,819,654 · program services $3,417,457 · management and general $2,402,197

  • 24a · Other expenses: Medical Supplies

    total $71,195,450 · program services $70,465,415 · management and general $730,035

  • 24b · Other expenses: PROVISION FOR UNCOLLECTABLES

    total $25,091,104 · program services $25,091,104

  • 24c · Other expenses: LPPF Tax Expense

    total $16,309,156 · program services $16,309,156

  • 24d · Other expenses: TLRA Collection Fee

    total $1,300,104 · management and general $1,300,104

  • 24e · All other expenses

    total $456,617 · program services $102,006 · management and general $341,735 · fundraising $12,876

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $14,315 · end of year $13,553

  • 4 · Accounts receivable

    beginning of year $62,130,373 · end of year $53,566,568

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $12,415,115 · end of year $12,242,099

  • 9 · Prepaid expenses and deferred charges

    beginning of year $13,794,720 · end of year $11,873,318

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

    $492,864,781

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

    $346,089,513

  • 10c · Land, buildings and equipment, net

    beginning of year $146,188,419 · end of year $146,775,268

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $1,932,414 · end of year $1,991,006

  • 14 · Intangible assets

    beginning of year $36,019,143 · end of year $34,956,475

  • 15 · Other assets

    beginning of year $13,863,566 · end of year $13,985,690

  • 17 · Accounts payable and accrued expenses

    beginning of year $24,025,462 · end of year $24,163,798

  • 19 · Deferred revenue

    beginning of year $20,792,839 · end of year $2,015,194

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 25 · Other liabilities

    beginning of year $10,330,663 · end of year $7,647,905

  • 27 · Net assets without donor restrictions

    beginning of year $230,799,975 · end of year $241,167,954

  • 28 · Net assets with donor restrictions

    beginning of year $409,126 · end of year $409,126

Mission and programs · 2022

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 TEACHINGS OF THE CATHOLIC CHURCH.

  • See Schedule O

    Expenses $126,534,719 · Revenue $277,338,433

  • See Schedule O

    Expenses $185,999,411 · Revenue $169,265,794

  • See Schedule O

    Expenses $56,580,617 · Revenue $65,597,811

  • COMMUNITY SERVICES FOR THE BROADER COMMUNITY THE GREATEST SHARE OF THESE EXPENSES IS SPENT EDUCATING HEALTH PROFESSIONALS. HELPING TO PREPARE FUTURE HEALTH CARE PROFESSIONALS IS A DISTINGUISHING CHARACTERISTIC OF NONPROFIT HEALTH CARE AND CONSTITUTES A SIGNIFICANT COMMUNITY BENEFIT. THE THREE FACILITIES (CHRISTUS HOSPITAL - ST. ELIZABETH, CHRISTUS HOSPITAL - ST. MARY AND CHRISTUS JASPER MEMORIAL HOSPITAL) PROVIDE A NUMBER OF SERVICES FOR THE BENEFIT OF THE COMMUNITY -- INCLUDING LEADERSHIP ACTIVITIES. CHRISTUS HEALTH ALSO USED CASH DONATIONS AS A VEHICLE TO HELP OUR COMMUNITIES. WE MADE CASH DONATIONS, IN ADDITION TO GRANTS AWARDED THROUGH THE CHRISTUS FUND, TO SUPPORT CAUSES LIKE THE FIGHT AGAINST CANCER, PROVISION OF A CONTINUUM OF CARE FOR OUR ELDERLY, HIV/AIDS, AND FOR MANY OTHER EQUALLY WORTHY PURPOSES. DURING FY 2023, CHRISTUS HEALTH ADVOCATED FOR IMPROVING PUBLIC POLICIES, WORKING TO ESTABLISH, AND IN SOME INSTANCES AUGMENT, GRASSROOTS ADVOCACY AND GREATER ACCESS TO HEALTH CARE SERVICES FOR THE CONSTITUENTS WE SERVE.

    Expenses $1,348,339 · Grants $28,204

  • COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED ROOTED IN OUR MISSION AND TRADITION, THE FOUNDERS AND SPONSORS OF CHRISTUS HEALTH AND THOSE WHO CO-MINISTER WITH THEM SEEK NEW AND INNOVATIVE WAYS OF DELIVERING QUALITY HEALTH CARE THAT ARE BOTH AFFORDABLE AND ACCESSIBLE TO ALL. TODAY, MORE THAN EVER, WE MUST AIM TO IMPROVE THE TOTAL HEALTH STATUS OF THE COMMUNITY THROUGH PROGRAMS THAT OUR SERVICES WHERE THEY ARE NEEDED MOST, WITH SPECIAL ATTENTION AND PREFERENCE GIVEN TO PROGRAMS THAT SUPPORT AND BENEFIT THE HEALTH AND WELFARE OF THE POOR AND UNDERSERVED. COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED REPRESENT THE UNPAID COST OF SERVICES PROVIDED FOR WHICH A PATIENT IS NOT BILLED, OR FOR WHICH A FEE HAS BEEN ASSESSED THAT RECOVERS ONLY A PORTION OF THE COST OF THE RENDERED SERVICE. THIS CATEGORY INCLUDES INITIATIVES THAT REACH OUT TO THOSE IN NEED THROUGH COMMUNITY HEALTH AND SOCIAL PROGRAMS. THESE PROGRAMS SEEK JUSTICE FOR THE VULNERABLE AND WORK TO BRING ABOUT CHANGES IN OUR POLITICAL AND ECONOMIC SYSTEMS. THE PROGRAMS COVER A BROAD SPECTRUM OF SERVICES FROM COMMUNITY CLINICS TO IMMUNIZATIONS FOR CHILDREN AND SENIORS, MEALS ON WHEELS, TRANSPORTATION SERVICES, HOME REPAIR PROJECTS AND A VARIETY OF OTHER SOCIAL SERVICES. CHRISTUS HEALTH HAS ESTABLISHED THE CHRISTUS COMMUNITY IMPACT FUNDS TO PROVIDE RESOURCES TO NONPROFIT AGENCIES AND GROUPS WHOSE VISION, MISSION AND GOALS ARE CONSISTENT WITH CHRISTUS HEALTH'S MISSION, VALUES AND PHILOSOPHY OF A HEALTHY COMMUNITY. WE BELIEVE THAT BY WORKING TOGETHER, WE CAN MAKE A PROFOUND DIFFERENCE IN THE QUALITY OF PEOPLES' LIVES AND CREATE SUSTAINABLE HEALTH IN OUR COMMUNITIES. THE COST OF THESE GRANTS IS NOT INCLUDED IN THE PROGRAM SERVICE EXPENSES FOR CHRISTUS HEALTH SOUTHEAST TEXAS. SEVERAL CHRISTUS REGIONS PROVIDE INDIGENT FUNDING DONATIONS OR "GRANTS" TO AID THE COUNTIES IN WHICH THEY, OR ANOTHER CHRISTUS REGION, SERVE. SUCH GRANTS MAY BE PAID TO THE COUNTY DIRECTLY OR VIA ANOTHER HOSPITAL OR HEALTHCARE ORGANIZATION IN THE AREA. THIS CHARITABLE DONATION HELPS RELIEVE THE ADDITIONAL EXPENSE OF HEALTHCARE FOR THE INDIGENT POPULATION WITHIN THE COMMUNITIES THAT CHRISTUS MAY NOT DIRECTLY SERVE IN ONE OF OUR HOSPITALS. THIS IS A RESULT OF OUR MISSION TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST, ESPECIALLY TO THE POOR AND UNDERSERVED.

    Expenses $747,062 · Grants $383,920

  • Additional Grants

    Grants $952,122

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mark A Fertitta

    DIRECTOR/CHAIR (Term 12/22)

    Total calculated
    $0
    Hours/week
    1

  • Patricia Avery

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Paul M Trevino

    DIRECTOR/PRESIDENT/CEO

    Total calculated
    $1,356,635
    From this org
    $0
    From related orgs
    $1,052,963
    Other
    $303,672
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $675,696 related
    Bonus
    $0 + $309,456 related
    Other
    $0 + $67,811 related
    Deferred
    $0 + $287,081 related
    Nontaxable benefits
    $0 + $16,591 related
    Filer's total
    $0 + $1,356,635 related

  • Tyrrell L Garth

    Director/Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Carolyn R Fernandez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • D Mark Toups MD

    DIRECTOR

    Total calculated
    $313,551
    From this org
    $0
    From related orgs
    $289,235
    Other
    $24,316
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,607 related
    Bonus
    $0 + $1,200 related
    Other
    $0 + $5,428 related
    Deferred
    $0 + $17,115 related
    Nontaxable benefits
    $0 + $7,201 related
    Filer's total
    $0 + $313,551 related

  • Daniel Thompson MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Willard EdD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eric T Wooten DO

    DIRECTOR (Term 12/22)

    Total calculated
    $0
    Hours/week
    1

  • Gisela Houseman

    Board Member (EFF 1/23)

    Total calculated
    $0
    Hours/week
    1

  • Lauree Thompson MD

    Board Member (EFF 1/23)

    Total calculated
    $0
    Hours/week
    1

  • Mark L Porterie EdD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sr Celeste Trahan

    DIRECTOR (Term 7/22)

    Total calculated
    $0
    Hours/week
    1

  • Sr Kim-Phuong Tran

    Board Member (Eff. 1/23)

    Total calculated
    $0
    Hours/week
    1

  • Sr Malgorzata MAJSZCYK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • T Randolph Lombardo MD

    Board Member (EFF. 1/23)

    Total calculated
    $0
    Hours/week
    1

  • Deborah M Tucker

    CORP. SECRETARY

    Total calculated
    $68,624
    From this org
    $58,314
    From related orgs
    $0
    Other
    $10,310
    Hours/week
    40

  • Shawn M Adams

    CFO/Treasurer

    Total calculated
    $596,471
    From this org
    $0
    From related orgs
    $515,955
    Other
    $80,516
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $307,431 related
    Bonus
    $0 + $136,132 related
    Other
    $0 + $72,392 related
    Deferred
    $0 + $62,274 related
    Nontaxable benefits
    $0 + $18,242 related
    Filer's total
    $0 + $596,471 related

  • D Wayne Moore

    PRES.-JASPER MEM

    Total calculated
    $483,954
    From this org
    $0
    From related orgs
    $417,116
    Other
    $66,838
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $227,737 related
    Bonus
    $0 + $86,256 related
    Other
    $0 + $103,123 related
    Deferred
    $0 + $55,900 related
    Nontaxable benefits
    $0 + $10,938 related
    Filer's total
    $0 + $483,954 related

  • Rodney PAUL GUIDROZ

    REGIONAL CNE

    Total calculated
    $531,387
    From this org
    $0
    From related orgs
    $469,116
    Other
    $62,271
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $286,417 related
    Bonus
    $0 + $124,864 related
    Other
    $0 + $57,835 related
    Deferred
    $0 + $57,828 related
    Nontaxable benefits
    $0 + $4,443 related
    Filer's total
    $0 + $531,387 related

  • Ryan Miller

    Chief Operating Officer

    Total calculated
    $436,760
    From this org
    $0
    From related orgs
    $390,191
    Other
    $46,569
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $266,689 related
    Bonus
    $0 + $98,837 related
    Other
    $0 + $24,665 related
    Deferred
    $0 + $45,845 related
    Nontaxable benefits
    $0 + $724 related
    Filer's total
    $0 + $436,760 related

  • Adrian Haynes

    Registered Nurse

    Total calculated
    $224,161
    From this org
    $211,795
    From related orgs
    $0
    Other
    $12,366
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $110,472
    Bonus
    $5,500
    Other
    $95,823
    Deferred
    $0
    Nontaxable benefits
    $12,366
    Filer's total
    $224,161

  • Lori Martel

    Nurse Practitioner

    Total calculated
    $218,192
    From this org
    $192,417
    From related orgs
    $0
    Other
    $25,775
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,035
    Bonus
    $500
    Other
    $42,882
    Deferred
    $15,281
    Nontaxable benefits
    $10,494
    Filer's total
    $218,192

  • Matthew Dunn

    Nurse Practitioner

    Total calculated
    $228,755
    From this org
    $205,291
    From related orgs
    $0
    Other
    $23,464
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,140
    Bonus
    $1,400
    Other
    $76,751
    Deferred
    $7,561
    Nontaxable benefits
    $15,903
    Filer's total
    $228,755

  • Shawn Valka

    REGISTERED NURSE

    Total calculated
    $204,101
    From this org
    $188,611
    From related orgs
    $0
    Other
    $15,490
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $79,367
    Bonus
    $8,800
    Other
    $100,444
    Deferred
    $7,559
    Nontaxable benefits
    $7,931
    Filer's total
    $204,101

  • William Simmons

    REGISTERED NURSE

    Total calculated
    $200,334
    From this org
    $188,587
    From related orgs
    $0
    Other
    $11,747
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $120,059
    Bonus
    $500
    Other
    $68,028
    Deferred
    $7,670
    Nontaxable benefits
    $4,077
    Filer's total
    $200,334

  • Christopher H Hoyt MD

    DIRECTOR (term 12/21)

    Total calculated
    $375,614
    From this org
    $0
    From related orgs
    $345,806
    Other
    $29,808
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $327,037 related
    Bonus
    $0
    Other
    $0 + $18,769 related
    Deferred
    $0 + $20,001 related
    Nontaxable benefits
    $0 + $9,807 related
    Filer's total
    $0 + $375,614 related

  • Nikki Martin

    Former FACILITY FINANCIAL OFFICER (thru 03/21)

    Total calculated
    $363,510
    From this org
    $72,898
    From related orgs
    $258,880
    Other
    $31,732
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $52,639 + $186,935 related
    Bonus
    $19,403 + $68,906 related
    Other
    $856 + $3,039 related
    Deferred
    $2,798 + $10,905 related
    Nontaxable benefits
    $3,681 + $14,348 related
    Filer's total
    $79,377 + $284,133 related

  • ROBERT k PARSLEY

    Former EXEC. DIR.- PROVIDER STATEGY (Thru 06/21)

    Total calculated
    $426,736
    From this org
    $0
    From related orgs
    $360,518
    Other
    $66,218
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,971 related
    Bonus
    $0 + $93,175 related
    Other
    $0 + $19,372 related
    Deferred
    $0 + $51,008 related
    Nontaxable benefits
    $0 + $15,210 related
    Filer's total
    $0 + $426,736 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

  • 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)

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
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.
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. SHAWN ADAMS RECEIVED $71,742 DURING THE CALENDAR YEAR 2022 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. RODNEY GUIDROZ RECEIVED $54,664 DURING THE CALENDAR YEAR 2022 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. D. WAYNE MOORE RECEIVED $92,039 DURING THE CALENDAR YEAR 2022 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. RYAN MILLER RECEIVED $23,935 DURING THE CALENDAR YEAR 2022 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. ROBERT PARSLEY RECEIVED $18,722 DURING THE CALENDAR YEAR 2022 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN.
Schedule J, Part II SUPPLEMENTAL COMPENSATION INFORMATION
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. SISTERS' COMPENSATION IS PAID TO THE RELIGIOUS CONGREGATION AND NOT THE INDIVIDUAL. 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
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: PAUL M. TREVINO - $309,456 SHAWN M. ADAMS - $136,132 RODNEY PAUL GUIDROZ - $124,864 ROBERT K. PARSLEY - $93,175 D. WAYNE MOORE - $86,256 RYAN MILLER - $98,837
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) SUPPLEMENTAL COMPENSATION INFORMATION
BONUS AND INCENTIVE COMPENSATION MAY INCLUDE AMOUNTS THAT WERE DEFERRED IN A PRIOR YEAR BUT PAID OUT IN CALENDAR YEAR 2022.
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.

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

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ST ELIZABETH REHAB

    HEALTHCARE SR · TX · 51% owned · share of income $682,753 · share of assets $1,070,498

    Directly controlled by HLTH VT OF SETX

Related corporations and trusts

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

  • CHRISTUS SOUTHEAST TX PHYS HOSP ORG

    C Corporation · MEDICAL SVCS · TX · 100% owned · controlled entity

    Directly controlled by SETX

  • HEALTH VENTURES OF SE TEXAS

    C Corporation · BUILDING RENT · TX · 100% owned · controlled entity

    Directly controlled by SETX

  • CHRISTUS MUGUERZA SAPI DE CV

    C Corporation · HEALTHCARE SV · MX · controlled entity

    Directly controlled by CH

  • EMERALD ASSURANCE CAYMAN LTD

    C Corporation · INSURANCE · CJ · controlled entity

    Directly controlled by CH

  • CHRISTUS LOUISIANA QUALITY ALLIANCE

    C Corporation · ACO · LA · controlled entity

    Directly controlled by CH

Provenance

Return type
form_990
Tax year
2022
Filed
8 May 2024
IRS schema version
2022v5.0
Source object
202431289349303918

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