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Nonprofiteer
← CHRISTUS ST PATRICK FOUNDATION

Form 990 for tax year 2022

Filed by CHRISTUS ST PATRICK FOUNDATION.

Totals

Total revenue
$1,570,565
Total expenses
$1,141,936
Contributions and grants received
$1,205,468
Grants paid
$630,870
Program service revenue
$0
Investment income
$317,811
Other revenue
$47,286
Total assets, end of year
$16,759,953
Total liabilities, end of year
$97,907
Net assets or fund balances, end of year
$16,662,046
Program services expenses (Part IX)
$700,503
Management and general expenses
$419,977
Fundraising expenses
$21,456
Program service expenses (Part III)
$700,503

Program services were 61.3% 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.

  • 1c · Fundraising events

    $51,805

  • 1d · Related organizations

    $538,943

  • 1f · All other contributions, gifts and grants

    $614,720

  • 1g · Noncash contributions included above

    $166,635

  • 3 · Investment income

    total $320,679 · excluded $320,679

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    other assets $12,600,117

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

    other assets $12,602,985

  • 7c · Gain or loss

    other assets -$2,868

  • 7d · Net gain or loss

    total -$2,868 · excluded -$2,868

  • 8a · Fundraising events: gross income

    $63,342

  • 8a · Fundraising events: contributions included on line 1c

    $51,805

  • 8b · Fundraising events: direct expenses

    $16,056

  • 8c · Net income from fundraising events

    total $47,286 · excluded $47,286

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $566,806 · program services $566,806

  • 2 · Grants to domestic individuals

    total $64,064 · program services $64,064

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $220,701 · management and general $220,701

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $28,013 · management and general $27,563 · fundraising $450

  • 10 · Payroll taxes

    total $17,351 · management and general $17,351

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $69,633 · program services $69,633

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $20,917 · management and general $7,290 · fundraising $13,627

  • 13 · Office expenses

    total $111,532 · management and general $108,661 · fundraising $2,871

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $4,169 · management and general $3,056 · fundraising $1,113

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $3,396 · management and general $3,396

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: DUES & MEMBERSHIP

    total $3,832 · management and general $3,832

  • 24b · Other expenses: MEALS & ENTERTAINMENT

    total $17,913 · management and general $14,975 · fundraising $2,938

  • 24c · Other expenses: ALL OTHER EXPENSES

    total $13,227 · management and general $13,152 · fundraising $75

  • 24d · Other expenses: BAD DEBT EXENSE

    total $380 · fundraising $380

  • 24e · All other expenses

    total $2 · fundraising $2

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,495,168 · end of year $1,135,779

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $884,004 · end of year $787,754

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $21,150 · end of year $18,086

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $8,817,532 · end of year $11,177,021

  • 12 · Investments: other securities

    beginning of year $1,710,120 · end of year $3,565,784

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $77,433 · end of year $75,529

  • 17 · Accounts payable and accrued expenses

    beginning of year $97,907 · end of year $97,907

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $12,669,565 · end of year $13,570,848

  • 28 · Net assets with donor restrictions

    beginning of year $3,237,935 · end of year $3,091,198

Mission and programs · 2022

Mission

CHRISTUS ST. PATRICK FOUNDATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR THE CHARITABLE, SCIENTIFIC, EDUCATIONAL AND RELIGIOUS PURPOSES OF ADVANCING, PROMOTING AND SUPPORTING THE HEALTH CARE MINISTRIES OF THE SPONSORING CONGREGATIONS - THE CONGREGATION OF SISTERS OF CHARITY OF THE INCARNATE WORD, HOUSTON, TEXAS, THE CONGREGATION OF SISTERS OF CHARITY OF THE INCARNATE WORD (SAN ANTONIO), AND THE SISTERS OF THE HOLY FAMILY OF NAZARETH - WHICH OPERATE AND ARE CONTROLLED IN CONFORMITY WITH THE ETHICAL AND MORAL TEACHINGS OF THE ROMAN CATHOLIC CHURCH. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, THE CORPORATION'S MISSION SHALL BE TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST, AND CONSISTENT THEREWITH, SHALL OPERATE ACCORDING TO THE DOCTRINES, RESOLUTIONS, DECREES AND ETHICAL PRINCIPLES OF THE SPONSORING CONGREGATIONS AND THE ETHICAL AND RELIGIOUS DIRECTIVES FOR CATHOLIC HEALTH SERVICES AS PROMULGATED AND AMENDED FROM TIME TO TIME BY THE UNITED STATES CATHOLIC CONFERENCE OF B

Activities or mission (Part I)

TO SERVE THE PHILANTROPIC NEEDS OF CHRISTUS HEALTH SOUTHWESTERN LOUISIANA BY SOLICITING & DISTRIBUTING CONTRIBUTIONS IN SUPPORT OF HEALTHCARE SERVICES IN SW LOUISIANA.

  • IN FURTHERANCE OF ITS PRIMARY PURPOSES TO PROMOTE PHILANTHROPY AND CHARITABLE GIVING TO PROVIDE RESOURCES TO ENHANCE THE ABILITY OF CHRISTUS HEALTH SOUTHWESTERN LOUISIANA IN ITS MISSION OF EXTENDING THE HEALING MINISTRY OF JESUS CHRIST BY PROVIDING FOR THE COMMUNITY'S HEALTH NEEDS, THE FOUNDATION SHALL SOLICIT AND RECEIVE CHARITABLE GIFTS AND GRANTS TO ADMINISTER, INVEST AND REINVEST THE SAME; AND TO APPLY THE WHOLE OR ANY PART OF THE INCOME AND THE PRINCIPAL EXCLUSIVELY FOR THE BENEFIT OF THE HEALTH CARE FACILITIES, SERVICES AND HEALTHY COMMUNITY PROGRAMS SUPPORTED OR OPERATED BY CHRISTUS HEALTH SOUTHWESTERN LOUISIANA WITHIN ITS SERVICE AREA, FOR SO LONG AS CHRISTUS HEALTH SOUTHWESTERN LOUISIANA QUALIFIES AS AN EXEMPT ORGANIZATION UNDER SECTION 501(C )(3) OF THE INTERNAL REVENUE CODE OR IN CORRESPONDING PROVISIONS OF ANY SUBSEQUENT CODE OR FEDERAL TAX LAW.

    Expenses $700,503 · Grants $630,870

As filed on the 2022 return.

Listed in Part VII

  • Jim Davidson

    President/COO

    Total calculated
    $484,613
    From this org
    $0
    From related orgs
    $419,156
    Other
    $65,457
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    not reported + $310,606 related
    Bonus
    not reported + $108,525 related
    Other
    not reported + $25 related
    Deferred
    not reported + $50,842 related
    Nontaxable benefits
    not reported + $14,615 related
    Filer's total
    not reported + $484,613 related

  • Patricia Prudhomme

    Exec Director

    Total calculated
    $131,677
    From this org
    $0
    From related orgs
    $124,671
    Other
    $7,006
    Hours/week
    40

  • Brian Abshire

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carl Ambrose Sr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Missy Amidon

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Nancy Burleigh

    DIRECTOR/VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Bob Chandler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patricia Flavin

    Honorary Director

    Total calculated
    $0
    Hours/week
    1

  • Eligha Guillory Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eric Mire

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Sickey

    Honorary Director

    Total calculated
    $0
    Hours/week
    1

  • Keith Wimberly

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Courtney Storer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dorothy McDaniel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Faith Scott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Laura Leach

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Josh Robinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sr Helena Adaku Ogbuji

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Eddie Hebert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Natalie Garrison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth McLaughlin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Greg Hennagin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Creed Romano

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Blake Soto

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Claire Marceaux

    DIRECOTR (AS OF 7/2022)

    Total calculated
    $0
    Hours/week
    1

  • Anne Miller

    DIRECOTR (AS OF 7/2022)

    Total calculated
    $0
    Hours/week
    1

  • Laura O'Connor

    DIRECTOR (AS OF 7/2022)

    Total calculated
    $0
    Hours/week
    1

  • Ron Richard

    DIRECTOR (AS OF 7/2022)

    Total calculated
    $0
    Hours/week
    1

  • Velika Hurst Trahan

    DIRECTOR (AS OF 7/2022)

    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, 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, 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 AND OFFICER OR EMPLOYEE OF THE ORGANIZATION, NOT FOR THE INDIVIDUAL'S ROLE AS A BOARD MEMBER OR DIRECTOR.
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 GRANFATHERED PARTICIPANTS, THE FORM 990 REPORTS AS PENSION BENEFITS THEIR ANNUAL ESTIMATED CASH BALANCE PLAN ACCRUAL.
W2 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, SUPPPLEMENTAL EXECUTIVE REIREMENT AND RETENTION PLAN AND PENSION RESTORATION PLAN.
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
FORM 990, SCHEDULE J, PART I, LINE 4B DEFERRED COMPENSATION INCLUDES EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RENTENTION PLAN, AND PENSION RESTORATION PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT PENSION RESTORATION PLAN AT 6% OF PENSIONABLE EARNING 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 RENTENTION PLAN, AS THE PROTECTED BENEFIT IS ALREADY EQUAL TO OR BETTER THAN CURRENT MARKET.
RECEIPT OF PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
FORM 990, SCHEDULE J, PART I, LINE 4B AND SCHEDULE J, PART II, COLUMN (F), COMPENSATION REPORTED AS DEFERRED IN A PRIOR YEAR.
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 BT PAID OUT IN CALENDAR YEAR 2022.
SEVERENCE PAYMENTS
FORM 990, SCHEDULE J, PART I, QUESTION 4A THE FOLLOWING INDIVIDUAL(S) RECEIVED A SEVERENCE PAYMENT: 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

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.

  • SOUTH RYAN MRI LLC

    IMAGING SVCS · LA

    Directly controlled by OCCUPATIONAL HS

Related corporations and trusts

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

  • OCCUPATIONAL HEALTH SERVICES INC

    C-CORP · MEDICAL SVS · LA · controlled entity

    Directly controlled by CH SWLA

  • SOUTHWESTERN LOUISIANA PHO

    C-CORP · HEALTHCARE SV · LA · controlled entity

    Directly controlled by CH SWLA

  • SOUTH RYAN DEVELOPMENT CORP

    C-CORP · LEASING BLDG · LA · controlled entity

    Directly controlled by CH SWLA

Provenance

Return type
form_990
Tax year
2022
Filed
6 May 2024
IRS schema version
2022v5.0
Source object
202431289349302653

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