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Nonprofiteer
← CHRISTUS HEALTH STRATEGIC GROWTH

Form 990 for tax year 2022

Filed by CHRISTUS HEALTH STRATEGIC GROWTH.

Totals

Total revenue
$6,374,180
Total expenses
-$62,876
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$6,374,180
Other revenue
$0
Total assets, end of year
$257,203,575
Total liabilities, end of year
$2,660,521
Net assets or fund balances, end of year
$254,543,054
Program services expenses (Part IX)
$0
Management and general expenses
-$62,876
Fundraising expenses
$0
Program service expenses (Part III)
$0

Listed in Part VII

  • ERNIE W SADAU

    CHAIR/PRESIDENT

    Total calculated
    $16,210,758
    From this org
    $0
    From related orgs
    $11,710,798
    Other
    $4,499,960
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $5,149,855 related
    Bonus
    not reported + $5,445,000 related
    Other
    not reported + $1,115,943 related
    Deferred
    not reported + $4,490,851 related
    Nontaxable benefits
    not reported + $9,109 related
    Filer's total
    not reported + $16,210,758 related

  • Jeffrey M Puckett

    Director

    Total calculated
    $8,975,275
    From this org
    $0
    From related orgs
    $6,548,766
    Other
    $2,426,509
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $3,121,353 related
    Bonus
    not reported + $2,702,700 related
    Other
    not reported + $724,713 related
    Deferred
    not reported + $2,412,440 related
    Nontaxable benefits
    not reported + $14,069 related
    Filer's total
    not reported + $8,975,275 related

  • RANDY W SAFADY

    DIR / TREASURER

    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

  • JEANNIE FREY

    SR. LEADERSHIP

    Total calculated
    $1,585,353
    From this org
    $0
    From related orgs
    $1,349,757
    Other
    $235,596
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $908,632 related
    Bonus
    not reported + $441,125 related
    Other
    not reported
    Deferred
    not reported + $215,985 related
    Nontaxable benefits
    not reported + $19,611 related
    Filer's total
    not reported + $1,585,353 related

  • MELISSA WILLIAMS

    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

  • Karen R Oliver

    Secretary

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

  • Dennis N Stine

    Director

    Total calculated
    $500
    From this org
    $0
    From related orgs
    $500
    Other
    $0
    Hours/week
    1 + 39 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

  • 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)

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.
RELATED ORG DETERMINING PRESIDENT'S COMPENSATION
FORM 990, SCHEDULE J, PART I, LINE 3 THE FILING ORGANIZATION'S PRESIDENT 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.
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
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 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.
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.
SEVERANCE
FORM 990, SCHEDULE J, PART I, LINE 4A SEVERANCE PAID DURING CALENDAR YEAR 2022. NONE

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.

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.

  • CHRISTUS MUGUERZA SAPI DE CV

    C CORP · HEALTHCARE SV · MX · controlled entity

    Directly controlled by CH

  • EMERALD ASSURANCE CAYMAN LTD

    C CORP · INSURANCE · CJ · controlled entity

    Directly controlled by CH

  • AMATISTA FINANCING COMPANY LTD

    C CORP · FINANCING · CJ · 100% owned · share of income $5,447,815 · share of assets $116,869,744 · controlled entity

    Directly controlled by CH STRAT GRWTH

  • CHRISTUS CHILE SPA

    C CORP · INVESTING · CI · controlled entity

    Directly controlled by CH LATIN AMER

  • CHRISTUS LOUISIANA QUALITY ALLIANCE

    C CORP · ACO · LA · controlled entity

    Directly controlled by CH

  • CHRISTUS HEALTH COLOMBIA SAS

    C CORP · HLTHCARE SVCS · CO · controlled entity

    Directly controlled by CH INT'L

  • LATAM HUB - CTR OF EXCELLENCE & INNOVATN

    C CORP · RESEARCH & DEVEL. · MX · 99.999% owned · share of income $26,182,269 · share of assets $14,301,417 · controlled entity

    Directly controlled by CHSG

Provenance

Return type
form_990
Tax year
2022
Filed
6 May 2024
IRS schema version
2022v5.0
Source object
202401359349312060

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