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Nonprofiteer
← CHRISTUS TRINITY MOTHER FRANCES FOUNDATION

Form 990 for tax year 2023

Filed by CHRISTUS TRINITY MOTHER FRANCES FOUNDATION.

Totals

Total revenue
$4,719,410
Total expenses
$1,886,155
Contributions and grants received
$1,645,875
Grants paid
$1,497,198
Program services expenses (Part IX)
$1,850,197
Management and general expenses
$0
Fundraising expenses
$35,958
Program service expenses (Part III)
$1,850,197

Program services were 98.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • John Chris Glenney

    Ex-Officio Director

    Total calculated
    $1,790,176
    From this org
    $0
    From related orgs
    $1,499,959
    Other
    $290,217
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    not reported + $785,008 related
    Bonus
    not reported + $553,491 related
    Other
    not reported + $161,460 related
    Deferred
    not reported + $274,329 related
    Nontaxable benefits
    not reported + $15,888 related
    Filer's total
    not reported + $1,790,176 related

  • STEVEN KEUER MD

    Ex-Officio DIRECTOR

    Total calculated
    $1,535,751
    From this org
    $0
    From related orgs
    $1,281,567
    Other
    $254,184
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    not reported + $697,737 related
    Bonus
    not reported + $405,809 related
    Other
    not reported + $178,021 related
    Deferred
    not reported + $243,814 related
    Nontaxable benefits
    not reported + $10,370 related
    Filer's total
    not reported + $1,535,751 related

  • JAMES CACCITOLO MD

    DIRECTOR

    Total calculated
    $1,486,411
    From this org
    $0
    From related orgs
    $1,404,909
    Other
    $81,502
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,371,191 related
    Bonus
    not reported + $10,000 related
    Other
    not reported + $23,718 related
    Deferred
    not reported + $61,701 related
    Nontaxable benefits
    not reported + $19,801 related
    Filer's total
    not reported + $1,486,411 related

  • JASON PROCTOR

    DIRECTOR (AS OF 07/2023)

    Total calculated
    $1,035,073
    From this org
    $0
    From related orgs
    $860,935
    Other
    $174,138
    Hours/week
    6

    Schedule J breakdown matched by us

    Base
    not reported + $529,296 related
    Bonus
    not reported + $255,612 related
    Other
    not reported + $76,027 related
    Deferred
    not reported + $161,838 related
    Nontaxable benefits
    not reported + $12,300 related
    Filer's total
    not reported + $1,035,073 related

  • SCOTT FOSSEY

    VP

    Total calculated
    $523,926
    From this org
    $0
    From related orgs
    $450,125
    Other
    $73,801
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    not reported + $330,762 related
    Bonus
    not reported + $118,713 related
    Other
    not reported + $650 related
    Deferred
    not reported + $48,801 related
    Nontaxable benefits
    not reported + $25,000 related
    Filer's total
    not reported + $523,926 related

  • ANDY NAVARRO

    VP

    Total calculated
    $394,212
    From this org
    $0
    From related orgs
    $334,727
    Other
    $59,485
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    not reported + $222,047 related
    Bonus
    not reported + $87,973 related
    Other
    not reported + $24,707 related
    Deferred
    not reported + $43,201 related
    Nontaxable benefits
    not reported + $16,284 related
    Filer's total
    not reported + $394,212 related

  • ROBIN ROWAN

    EXECUTIVE DIRECTOR

    Total calculated
    $171,866
    From this org
    $0
    From related orgs
    $137,210
    Other
    $34,656
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $122,065 related
    Bonus
    not reported + $14,594 related
    Other
    not reported + $551 related
    Deferred
    not reported + $31,851 related
    Nontaxable benefits
    not reported + $2,805 related
    Filer's total
    not reported + $171,866 related

  • BISHOP JOSEPH STRICKLAND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • DENNIS BOX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • MARILYN HARDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • RANDY CHILDRESS

    CHAIR/Director

    Total calculated
    $0
    Hours/week
    6

  • STEVE HELLMUTH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • TERRY GILES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • THOMAS BROWN

    DIR/Treasurer

    Total calculated
    $0
    Hours/week
    6

  • Laura Redman

    Director

    Total calculated
    $0
    Hours/week
    6

  • Sister Malgorzata Majszczyk

    Director

    Total calculated
    $0
    Hours/week
    6

  • Brian McCabe

    Director

    Total calculated
    $0
    Hours/week
    6

  • Linda Rowe

    Director

    Total calculated
    $0
    Hours/week
    6

  • RUSS GIDEON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • JAMES J MAZZU

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • JOHN SOULES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • FRANK T WARD MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • DARRELL DEMENT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • KATIE BUTTS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

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

  • 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)

EXECUTIVE COMPENSATION:
SCHEDULE J, PART I, LINE 3 A RELATED ORGANIZATION DETERMINES COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR THROUGH THE USE OF THE FOLLOWING: - COMPENSATION COMMITTEE - WRITTEN EMPLOYMENT CONTRACT - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
COMPENSATION FROM RELATED ORGANIZATIONS
SCHEDULE J, PART II THE GOVERNING BOARD OF CHRISTUS TRINITY MOTHER FRANCES HEALTH SYSTEM, UPON ADVICE FROM NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS, WHO PERIODICALLY REVIEW ALL EXECUTIVE COMPENSATION, APPROVED A DEFERRED COMPENSATION PLAN THAT PROVIDES A 65% TOTAL RETIREMENT BENEFIT FOR SENIOR EXECUTIVES THAT SERVE 20 YEARS OR MORE. THIS PROGRAM HAS BOTH RETENTION AND NON-COMPETITION CLAUSES THAT CREATE A RISK OF FORFEITURE. DEFERRED COMPENSATION IS SUBJECT TO A RISK OF FORFEITURE BASED ON RETENTION, NON-COMPETITION AND OTHER CONTRACTUAL FACTORS. ACCRUALS OF DEFERRED COMPENSATION ARE NOT INCLUDIBLE IN W-2 COMPENSATION UNTIL PAID. OTHER EMPLOYEE BENEFITS INCLUDE QUALIFIED PENSION PLANS, HEALTH, DENTAL AND LIFE INSURANCE PLANS, DISABILITY INSURANCE, ETC. TAXABLE EXPENSES ARE INCLUDED IN THE W-2 PAID COMPENSATION SALARY AMOUNT.
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 FILING ORGANIZATION OR A RELATED ORGANIZATION, NOT FOR THE INDIVIDUAL'S ROLE AS A BOARD MEMBER OR DIRECTOR. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS.
EXPLANATION OF RELATED ORG DETERMINING EXECUTIVE DIRECTOR COMPENSATION
FORM 990, SCHEDULE J, PART I, LINE 3 THE FILING ORGANIZATION'S PRESIDENT/CEO 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 THE PRESIDENT/CEO 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. CHRISTUS-TRINITY MOTHER FRANCES FOUNDATION RELIED ON A RELATED ORGANIZATION, CHRISTUS HEALTH, 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. ORGANIZATION DOES NOT HAVE THE AUTHORITY TO DERTERMINE AND IMPLEMENT THE METHODS USED TO ESTABLISH SUCH COMPENSATION.
SEVERENCE PAYMENTS
FORM 990, SCHEDULE J, PART I, LINE 4A THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS: NONE
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. 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.
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.
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 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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202511339349304691

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