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Nonprofiteer
← CHRISTUS TRINITY CLINIC TEXAS

Form 990 for tax year 2022

Filed by CHRISTUS TRINITY CLINIC TEXAS.

Totals

Total revenue
$926,180,147
Total expenses
$924,538,493
Contributions and grants received
$897,369
Grants paid
$14,590
Program services expenses (Part IX)
$861,671,348
Management and general expenses
$62,867,145
Fundraising expenses
$0
Program service expenses (Part III)
$861,671,348

Program services were 93.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • NICHOLAS ANDRADE MD

    PHYSICIAN

    Total calculated
    $2,456,392
    From this org
    $2,448,818
    From related orgs
    $0
    Other
    $7,574
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,747,068
    Bonus
    $6,750
    Other
    $695,000
    Deferred
    $0
    Nontaxable benefits
    $7,574
    Filer's total
    $2,456,392

  • TODD PATRICK MD

    PHYSICIAN

    Total calculated
    $2,212,278
    From this org
    $2,187,325
    From related orgs
    $0
    Other
    $24,953
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,802,700
    Bonus
    $9,625
    Other
    $375,000
    Deferred
    $12,201
    Nontaxable benefits
    $12,752
    Filer's total
    $2,212,278

  • MARCUS SMITH MD

    PHYSICIAN

    Total calculated
    $2,149,032
    From this org
    $2,129,555
    From related orgs
    $0
    Other
    $19,477
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,887,922
    Bonus
    $0
    Other
    $241,633
    Deferred
    $0
    Nontaxable benefits
    $19,477
    Filer's total
    $2,149,032

  • J CHRIS GLENNEY

    SVP (thru 06/2020)

    Total calculated
    $1,849,968
    From this org
    $0
    From related orgs
    $1,403,929
    Other
    $446,039
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $956,519 related
    Bonus
    not reported + $446,760 related
    Other
    not reported + $650 related
    Deferred
    not reported + $1,849,968 related
    Nontaxable benefits
    not reported + $14,847 related
    Filer's total
    not reported + $3,268,744 related

  • FADI NASRALLAH MD

    SR VP

    Total calculated
    $1,810,318
    From this org
    $0
    From related orgs
    $1,325,282
    Other
    $485,036
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    not reported + $893,157 related
    Bonus
    not reported + $432,125 related
    Other
    not reported
    Deferred
    not reported + $403,115 related
    Nontaxable benefits
    not reported + $81,921 related
    Filer's total
    not reported + $1,810,318 related

  • JOHN SIMS MD

    PHYSICIAN

    Total calculated
    $1,803,270
    From this org
    $1,755,082
    From related orgs
    $0
    Other
    $48,188
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,739,637
    Bonus
    $8,979
    Other
    $6,466
    Deferred
    $30,746
    Nontaxable benefits
    $17,442
    Filer's total
    $1,803,270

  • NARASIMHA JATAVALLABHULA MD

    PHYSICIAN

    Total calculated
    $1,715,082
    From this org
    $1,690,211
    From related orgs
    $0
    Other
    $24,871
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,544,661
    Bonus
    $0
    Other
    $145,550
    Deferred
    $12,200
    Nontaxable benefits
    $12,671
    Filer's total
    $1,715,082

  • LAURA O'HALLORAN MD

    DIRECTOR

    Total calculated
    $1,681,175
    From this org
    $1,660,671
    From related orgs
    $0
    Other
    $20,504
    Hours/week
    11 + 29 related

    Schedule J breakdown matched by us

    Base
    $1,644,628
    Bonus
    $10,433
    Other
    $5,610
    Deferred
    $12,201
    Nontaxable benefits
    $8,303
    Filer's total
    $1,681,175

  • PETER SIRIANNI MD

    DIRECTOR

    Total calculated
    $1,612,605
    From this org
    $1,601,513
    From related orgs
    $0
    Other
    $11,092
    Hours/week
    22 + 18 related

    Schedule J breakdown matched by us

    Base
    $1,488,707
    Bonus
    $8,406
    Other
    $104,400
    Deferred
    $0
    Nontaxable benefits
    $11,092
    Filer's total
    $1,612,605

  • STEVE KEUERMD

    DIRECTOR/PRESIDENT

    Total calculated
    $1,520,254
    From this org
    $0
    From related orgs
    $1,293,582
    Other
    $226,672
    Hours/week
    23 + 17 related

    Schedule J breakdown matched by us

    Base
    not reported + $684,550 related
    Bonus
    not reported + $410,841 related
    Other
    not reported + $198,191 related
    Deferred
    not reported + $209,400 related
    Nontaxable benefits
    not reported + $17,272 related
    Filer's total
    not reported + $1,520,254 related

  • JAMES CACCITOLO MD

    Former Director (THRU 1/2018)

    Total calculated
    $1,239,628
    From this org
    $1,196,004
    From related orgs
    $0
    Other
    $43,624
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $1,162,204
    Bonus
    $10,000
    Other
    $23,800
    Deferred
    $30,701
    Nontaxable benefits
    $12,923
    Filer's total
    $1,239,628

  • MARK ANDERSONMD

    DIRECTOR (THRU 12/2019)

    Total calculated
    $1,204,984
    From this org
    $0
    From related orgs
    $933,102
    Other
    $271,882
    Hours/week
    11 + 29 related

    Schedule J breakdown matched by us

    Base
    not reported + $683,470 related
    Bonus
    not reported + $249,632 related
    Other
    not reported
    Deferred
    not reported + $199,056 related
    Nontaxable benefits
    not reported + $72,826 related
    Filer's total
    not reported + $1,204,984 related

  • JAYESH PATELMD

    DIRECTOR (THRU 12/2020)

    Total calculated
    $1,153,526
    From this org
    $1,118,813
    From related orgs
    $0
    Other
    $34,713
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $1,022,013
    Bonus
    $10,572
    Other
    $86,228
    Deferred
    $32,701
    Nontaxable benefits
    $2,012
    Filer's total
    $1,153,526

  • JAMES HOFF MD

    DIRECTOR

    Total calculated
    $1,081,634
    From this org
    $1,054,807
    From related orgs
    $0
    Other
    $26,827
    Hours/week
    12 + 18 related

    Schedule J breakdown matched by us

    Base
    $895,328
    Bonus
    $15,479
    Other
    $144,000
    Deferred
    $12,201
    Nontaxable benefits
    $14,626
    Filer's total
    $1,081,634

  • WILLIAM PHILLIPS MD

    DIRECTOR

    Total calculated
    $891,324
    From this org
    $854,291
    From related orgs
    $0
    Other
    $37,033
    Hours/week
    11 + 29 related

    Schedule J breakdown matched by us

    Base
    $777,439
    Bonus
    $8,010
    Other
    $68,842
    Deferred
    $28,701
    Nontaxable benefits
    $8,332
    Filer's total
    $891,324

  • FAGG SANFORD MD

    DIRECTOR (thru 12/2019)

    Total calculated
    $817,522
    From this org
    $770,276
    From related orgs
    $0
    Other
    $47,246
    Hours/week
    11 + 29 related

    Schedule J breakdown matched by us

    Base
    $489,746
    Bonus
    $18,250
    Other
    $262,280
    Deferred
    $32,625
    Nontaxable benefits
    $14,621
    Filer's total
    $817,522

  • Bob Karl

    CFO - CHRISTUS Phys Practices

    Total calculated
    $774,761
    From this org
    $0
    From related orgs
    $606,296
    Other
    $168,465
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    not reported + $409,519 related
    Bonus
    not reported + $168,908 related
    Other
    not reported + $27,869 related
    Deferred
    not reported + $123,809 related
    Nontaxable benefits
    not reported + $44,656 related
    Filer's total
    not reported + $774,761 related

  • Bill Torres MD

    Director

    Total calculated
    $768,465
    From this org
    $744,583
    From related orgs
    $0
    Other
    $23,882
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $722,900
    Bonus
    $0
    Other
    $21,683
    Deferred
    $12,201
    Nontaxable benefits
    $11,681
    Filer's total
    $768,465

  • JENNIFER BEAL

    CAO

    Total calculated
    $738,015
    From this org
    $0
    From related orgs
    $622,125
    Other
    $115,890
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $420,307 related
    Bonus
    not reported + $201,068 related
    Other
    not reported + $750 related
    Deferred
    not reported + $113,535 related
    Nontaxable benefits
    not reported + $2,355 related
    Filer's total
    not reported + $738,015 related

  • THOMAS HARGROVEMD

    PHYS./FORMER VP (THRU 8/2018)

    Total calculated
    $724,950
    From this org
    $0
    From related orgs
    $630,932
    Other
    $94,018
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $401,003 related
    Bonus
    not reported + $152,899 related
    Other
    not reported + $77,030 related
    Deferred
    not reported + $83,060 related
    Nontaxable benefits
    not reported + $10,958 related
    Filer's total
    not reported + $724,950 related

  • Suman Sinha MD

    Director

    Total calculated
    $705,851
    From this org
    $656,222
    From related orgs
    $0
    Other
    $49,629
    Hours/week
    23 + 17 related

    Schedule J breakdown matched by us

    Base
    $560,989
    Bonus
    $0
    Other
    $95,233
    Deferred
    $32,700
    Nontaxable benefits
    $16,929
    Filer's total
    $705,851

  • BRENT ROY WADLE DO

    DIRECTOR (THRU 12/2020)

    Total calculated
    $673,630
    From this org
    $649,218
    From related orgs
    $0
    Other
    $24,412
    Hours/week
    23 + 17 related

    Schedule J breakdown matched by us

    Base
    $450,734
    Bonus
    $122,367
    Other
    $76,117
    Deferred
    $12,200
    Nontaxable benefits
    $12,212
    Filer's total
    $673,630

  • Clint McGehee MD

    Director (thru 01/2021)

    Total calculated
    $663,278
    From this org
    $636,291
    From related orgs
    $0
    Other
    $26,987
    Hours/week
    23 + 17 related

    Schedule J breakdown matched by us

    Base
    $616,757
    Bonus
    $8,531
    Other
    $11,003
    Deferred
    $12,201
    Nontaxable benefits
    $14,786
    Filer's total
    $663,278

  • SCOTT SMITHMD

    DIRECTOR (THRU 11/2021)

    Total calculated
    $644,620
    From this org
    $0
    From related orgs
    $621,000
    Other
    $23,620
    Hours/week
    22 + 18 related

    Schedule J breakdown matched by us

    Base
    not reported + $310,500 related
    Bonus
    not reported
    Other
    not reported + $310,500 related
    Deferred
    not reported + $7,444 related
    Nontaxable benefits
    not reported + $16,176 related
    Filer's total
    not reported + $644,620 related

  • Benjamin Dubois MD

    Board Director (THRU 12/2021)

    Total calculated
    $621,596
    From this org
    $577,488
    From related orgs
    $0
    Other
    $44,108
    Hours/week
    22 + 18 related

    Schedule J breakdown matched by us

    Base
    $421,345
    Bonus
    $9,625
    Other
    $146,518
    Deferred
    $32,701
    Nontaxable benefits
    $11,407
    Filer's total
    $621,596

  • Sushama Brimmer MD

    Director

    Total calculated
    $546,156
    From this org
    $447,062
    From related orgs
    $84,744
    Other
    $14,350
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $347,770 + $65,922 related
    Bonus
    $93,458 + $17,716 related
    Other
    $5,834 + $1,106 related
    Deferred
    $0
    Nontaxable benefits
    $12,063 + $2,287 related
    Filer's total
    $459,125 + $87,031 related

  • ANDRIA CARDINALLI-STEIN MD

    DIRECTOR

    Total calculated
    $488,706
    From this org
    $476,506
    From related orgs
    $0
    Other
    $12,200
    Hours/week
    23 + 17 related

    Schedule J breakdown matched by us

    Base
    $381,926
    Bonus
    $94,130
    Other
    $450
    Deferred
    $12,200
    Nontaxable benefits
    $0
    Filer's total
    $488,706

  • JONATHAN BROWN MD

    DIRECTOR

    Total calculated
    $469,548
    From this org
    $428,508
    From related orgs
    $0
    Other
    $41,040
    Hours/week
    23 + 17 related

    Schedule J breakdown matched by us

    Base
    $339,372
    Bonus
    $0
    Other
    $89,136
    Deferred
    $32,701
    Nontaxable benefits
    $8,339
    Filer's total
    $469,548

  • MARISA EMMONS MD

    BOARD DIRECTOR

    Total calculated
    $451,915
    From this org
    $437,587
    From related orgs
    $0
    Other
    $14,328
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $339,482
    Bonus
    $79,055
    Other
    $19,050
    Deferred
    $12,325
    Nontaxable benefits
    $2,003
    Filer's total
    $451,915

  • James Doughtie MD

    Director

    Total calculated
    $451,463
    From this org
    $417,490
    From related orgs
    $0
    Other
    $33,973
    Hours/week
    23 + 17 related

    Schedule J breakdown matched by us

    Base
    $294,173
    Bonus
    $40,417
    Other
    $82,900
    Deferred
    $12,201
    Nontaxable benefits
    $21,772
    Filer's total
    $451,463

  • JOE ZASIK MD

    DIRECTOR (THRU 12/2018)

    Total calculated
    $414,445
    From this org
    $345,653
    From related orgs
    $0
    Other
    $68,792
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $312,707
    Bonus
    $28,210
    Other
    $4,736
    Deferred
    $30,701
    Nontaxable benefits
    $38,091
    Filer's total
    $414,445

  • BRENDA MORRIS MD

    DIRECTOR (THRU 12/2021)

    Total calculated
    $407,050
    From this org
    $391,636
    From related orgs
    $0
    Other
    $15,414
    Hours/week
    22 + 18 related

    Schedule J breakdown matched by us

    Base
    $347,126
    Bonus
    $10,000
    Other
    $34,510
    Deferred
    $12,201
    Nontaxable benefits
    $3,213
    Filer's total
    $407,050

  • JAMES STANFORD MD

    Chair (THRU 12/2021)

    Total calculated
    $406,214
    From this org
    $381,046
    From related orgs
    $0
    Other
    $25,168
    Hours/week
    23 + 17 related

    Schedule J breakdown matched by us

    Base
    $355,905
    Bonus
    $7,335
    Other
    $17,806
    Deferred
    $12,201
    Nontaxable benefits
    $12,967
    Filer's total
    $406,214

  • JANET HURLEYMD

    DIRECTOR (THRU 12/2019)

    Total calculated
    $376,167
    From this org
    $348,934
    From related orgs
    $0
    Other
    $27,233
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $313,354
    Bonus
    $29,166
    Other
    $6,414
    Deferred
    $12,201
    Nontaxable benefits
    $15,032
    Filer's total
    $376,167

  • WARREN ALBRECHT MD

    DIRECTOR

    Total calculated
    $360,707
    From this org
    $335,168
    From related orgs
    $0
    Other
    $25,539
    Hours/week
    23 + 17 related

    Schedule J breakdown matched by us

    Base
    $173,325
    Bonus
    $19,718
    Other
    $142,125
    Deferred
    $12,200
    Nontaxable benefits
    $13,339
    Filer's total
    $360,707

  • LINDA RAY MD

    BOARD DIRECTOR

    Total calculated
    $344,657
    From this org
    $306,485
    From related orgs
    $0
    Other
    $38,172
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $95,110
    Bonus
    $9,667
    Other
    $201,708
    Deferred
    $32,558
    Nontaxable benefits
    $5,614
    Filer's total
    $344,657

  • John McDonald DO

    Director

    Total calculated
    $343,569
    From this org
    $319,045
    From related orgs
    $10,039
    Other
    $14,485
    Hours/week
    23 + 17 related

    Schedule J breakdown matched by us

    Base
    $257,313 + $8,097 related
    Bonus
    $60,430 + $1,901 related
    Other
    $1,302 + $41 related
    Deferred
    $11,828 + $372 related
    Nontaxable benefits
    $2,215 + $70 related
    Filer's total
    $333,088 + $10,481 related

  • MICHAEL AXTON

    (VP/COO)

    Total calculated
    $339,615
    From this org
    $0
    From related orgs
    $290,912
    Other
    $48,703
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $240,787 related
    Bonus
    not reported + $50,125 related
    Other
    not reported
    Deferred
    not reported + $42,593 related
    Nontaxable benefits
    not reported + $6,110 related
    Filer's total
    not reported + $339,615 related

  • SUSAN KEMP MD

    DIRECTOR

    Total calculated
    $310,109
    From this org
    $284,868
    From related orgs
    $0
    Other
    $25,241
    Hours/week
    23 + 17 related

    Schedule J breakdown matched by us

    Base
    $192,523
    Bonus
    $31,583
    Other
    $60,762
    Deferred
    $11,387
    Nontaxable benefits
    $13,854
    Filer's total
    $310,109

  • LISA LILLEY

    VP

    Total calculated
    $303,601
    From this org
    $0
    From related orgs
    $284,321
    Other
    $19,280
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $216,571 related
    Bonus
    not reported + $67,625 related
    Other
    not reported + $125 related
    Deferred
    not reported + $11,672 related
    Nontaxable benefits
    not reported + $7,608 related
    Filer's total
    not reported + $303,601 related

  • CHRISTY BUSH

    VP COO

    Total calculated
    $289,359
    From this org
    $253,121
    From related orgs
    $7,703
    Other
    $28,535
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $192,803 + $5,867 related
    Bonus
    $59,768 + $1,819 related
    Other
    $550 + $17 related
    Deferred
    $0
    Nontaxable benefits
    $27,692 + $843 related
    Filer's total
    $280,813 + $8,546 related

  • BRYAN JEWELL

    VP HUMAN RESOURCES

    Total calculated
    $269,539
    From this org
    $0
    From related orgs
    $256,390
    Other
    $13,149
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $195,615 related
    Bonus
    not reported + $60,125 related
    Other
    not reported + $650 related
    Deferred
    not reported + $10,334 related
    Nontaxable benefits
    not reported + $2,815 related
    Filer's total
    not reported + $269,539 related

  • TARL HAMISCH DO

    DIRECTOR

    Total calculated
    $265,708
    From this org
    $227,777
    From related orgs
    $0
    Other
    $37,931
    Hours/week
    23 + 17 related

    Schedule J breakdown matched by us

    Base
    $200,211
    Bonus
    $9,083
    Other
    $18,483
    Deferred
    $25,684
    Nontaxable benefits
    $12,247
    Filer's total
    $265,708

  • SOBHA FULLER

    Chief Nursing (Thru 04/2022)

    Total calculated
    $157,005
    From this org
    $0
    From related orgs
    $152,867
    Other
    $4,138
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $71,388 related
    Bonus
    not reported
    Other
    not reported + $81,479 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $4,138 related
    Filer's total
    not reported + $157,005 related

  • CONNIE COLEMAN

    CORP. SEC. (AS OF 01/2023)

    Total calculated
    $84,413
    From this org
    $0
    From related orgs
    $82,512
    Other
    $1,901
    Hours/week
    20 + 20 related

  • DEBBIE LAMBERT

    CORP. SEC. (THRU 12/2022)

    Total calculated
    $72,397
    From this org
    $0
    From related orgs
    $62,165
    Other
    $10,232
    Hours/week
    20 + 20 related

  • HAMP WILLIAMS MD

    DIRECTOR (THRU 12/2018)

    Total calculated
    $14,400
    From this org
    $14,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $14,400
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $14,400

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
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 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)

COMPENSATION CONTINGENT ON THE NET EARNINGS OF THE ORGANIZATION
FORM 990, SCHEDULE J, PART I, LINE 6A SOME PHYSICIANS ARE PAID BASED ON THE COMPENSATION FORMULA OF THEIR INDIVIDUAL RESPECTIVE DEPARTMENTS.
SUPPLEMENT 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.
PARTICIPATION IN OR PAYMENT FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
PARTICIPANTS IN 457(F) REPORTED IN W-2 --------------------------------------- NONE
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, 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 ORGANIZATION DETERMINING EXECUTIVE DIRECTOR COMP
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 CLINIC 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.
SEVERANCE PAYMENTS
FORM 990, SCHEDULE J, PART I, LINE 4A THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS: SCOTT SMITH, M.D. - $300,000 SOBHA FULLER - $74,601
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 AND INCENTIVE COMPENSATION MAY INCLUDE AMOUNTS THAT WERE DEFERRED IN A PRIOR YEAR BUT PAID OUT IN CALENDAR YEAR 2022.

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
2022
Filed
6 May 2024
IRS schema version
2022v5.0
Source object
202431289349301148

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