Form 990 for tax year 2023
Filed by CHRISTUS HEALTH FOUNDATION OF SOUTHEAST TEXAS.
Totals
- Total revenue
- $3,146,192
- Total expenses
- $2,943,118
- Contributions and grants received
- $3,068,648
- Grants paid
- $2,502,369
- Program services expenses (Part IX)
- $2,532,134
- Management and general expenses
- $395,941
- Fundraising expenses
- $15,043
- Program service expenses (Part III)
- $2,532,134
Program services were 86.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
PAUL M TREVINO
DIRECTOR/CEO CH-SETX
- Total calculated
- $1,195,664
- From this org
- $0
- From related orgs
- $967,845
- Other
- $227,819
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $548,669 related
- Bonus
- not reported + $308,678 related
- Other
- not reported + $110,498 related
- Deferred
- not reported + $201,424 related
- Nontaxable benefits
- not reported + $26,395 related
- Filer's total
- not reported + $1,195,664 related
-
TERI HAWTHORNE
Executive Director
- Total calculated
- $132,943
- From this org
- $0
- From related orgs
- $125,205
- Other
- $7,738
- Hours/week
- 40
-
James Black
Director (LIFETIME)
- Total calculated
- $0
- Hours/week
- 8
-
Brad Brown
DIRECTOR
- Total calculated
- $0
- Hours/week
- 8
-
Will Crenshaw
Director (LIFETIME)
- Total calculated
- $0
- Hours/week
- 8
-
Mark Fertitta
Director (LIFETIME)
- Total calculated
- $0
- Hours/week
- 8
-
Roy Steinhagen
BOARD ADV. MBR (THRU 12/2023)
- Total calculated
- $0
- Hours/week
- 8
-
Shelley Tortorice
Director
- Total calculated
- $0
- Hours/week
- 8
-
SHEILA UMPHREY
SECRETARY
- Total calculated
- $0
- Hours/week
- 8
-
J MARK SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 8
-
JORDAN REESE
CHAIR (THRU 12/2023)
- Total calculated
- $0
- Hours/week
- 8
-
JOE PENLAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 8
-
DR RANDY LOMBARDO
DIRECTOR/CHAIR
- Total calculated
- $0
- Hours/week
- 8
-
MIKE ROEBUCK
DIR / VICE CHAIR
- Total calculated
- $0
- Hours/week
- 8
-
Joe Broussard
Director
- Total calculated
- $0
- Hours/week
- 8
-
Steve McReynolds
DIRECTOR/TREASURER
- Total calculated
- $0
- Hours/week
- 8
-
DAVID JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 8
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
- 1a · Housing allowance or residence for personal use
- 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, LINE 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 determination of Executive Director Compensation
- FORM 990, PART VII, LINE 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. ESTABLISH AND APPROVE THE COMPENSATION OF THE FILING ORGANIZATION'S TOP MANAGEMENT OFFICIAL. 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 NONQUALIFIED RETIREMENT PLAN
- FORM 990, SCHEDULE J, PART I, QUESTION 4B AND FORM 990, SCHEDULE J, PART II, COLUMN (F) 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.
- BONUS AND INCENTIVE COMPENSATION
- FORM 990, SCHEDULE J, PART II, COLUMN B (II) BONUS INCENTIVE COMPENSATION MAY INCLUDE AMOUNTS THAT WERE DEFERRED IN A PRIOR YEAR BUT PAID OUT IN CALENDAR YEAR 2023.
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 HOSPITAL ST ELIZABETH
$2,392,545
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.
-
CHRISTUS HEALTH SOUTHEAST TEXAS
501(C)(3) · HTLHCARE SVC · TX
Directly controlled by CH
-
501(C)(3) · Supt Hlth svc · TX
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511339349303596
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