Totals
- Total revenue
- $5,001,367
- Total expenses
- $5,261,689
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- $5,009,676
- Management and general expenses
- $252,013
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $5,009,676
Program services were 95.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DAVID BENNER
PRESIDENT/CEO
- Total calculated
- $681,079
- From this org
- $0
- From related orgs
- $545,361
- Other
- $135,718
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- not reported + $345,384 related
- Bonus
- not reported + $164,256 related
- Other
- not reported + $35,721 related
- Deferred
- not reported + $117,497 related
- Nontaxable benefits
- not reported + $18,221 related
- Filer's total
- not reported + $681,079 related
-
ERIC GARRISON
CFO (thru 07/2022)
- Total calculated
- $314,235
- From this org
- $0
- From related orgs
- $267,643
- Other
- $46,592
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $214,831 related
- Bonus
- not reported + $52,812 related
- Other
- not reported
- Deferred
- not reported + $31,118 related
- Nontaxable benefits
- not reported + $15,474 related
- Filer's total
- not reported + $314,235 related
-
CHRISTOPHER BIELEFELDT
VP OF OPERATIONS/TREAS.
- Total calculated
- $266,575
- From this org
- $0
- From related orgs
- $241,128
- Other
- $25,447
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- not reported + $185,427 related
- Bonus
- not reported + $55,701 related
- Other
- not reported
- Deferred
- not reported + $16,660 related
- Nontaxable benefits
- not reported + $8,787 related
- Filer's total
- not reported + $266,575 related
-
CODY COOK
VP OF INFO TECH & BUS APPLIC.
- Total calculated
- $246,594
- From this org
- $0
- From related orgs
- $211,303
- Other
- $35,291
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- not reported + $163,869 related
- Bonus
- not reported + $47,434 related
- Other
- not reported
- Deferred
- not reported + $33,600 related
- Nontaxable benefits
- not reported + $1,691 related
- Filer's total
- not reported + $246,594 related
-
KAREN OLIVER
CORP SECRETARY
- Total calculated
- $161,677
- From this org
- $0
- From related orgs
- $118,018
- Other
- $43,659
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $116,472 related
- Bonus
- not reported + $1,200 related
- Other
- not reported + $346 related
- Deferred
- not reported + $27,815 related
- Nontaxable benefits
- not reported + $15,844 related
- Filer's total
- not reported + $161,677 related
-
JASON BEATON
DIRECTOR OF OPERATIONS
- Total calculated
- $120,107
- From this org
- $0
- From related orgs
- $111,531
- Other
- $8,576
- Hours/week
- 40
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 · Travel for companions
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- RELATED ORG DETERMINING CEO/EXECUTIVE DIRECTOR'S COMPENSATION
- FORM 990, SCHEDULE J, PART I, LINE 3 THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR 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 CEO/EXECUTIVE DIRECTOR 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 A BI-ANNUAL COMPENSATION SURVEY.
- 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.
- 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 CALENDER YEAR 2023.
- 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, Section A and Schedule J, Part II The bonus and incentive compensation reported as related compensation was paid by Christus Health, A related organization of the filing entity
- SEVERANCE
- FORM 990, SCHEDULE J, PART I, LINE 4A THE FOLLOWING PERSONS RECEIVED SEVERANCE PAYMENTS DURING 2023: 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.
- TRAVEL FOR COMPANIONS
- TAXABLE COMPENSATION WAS REPORTED TO VARIOUS OFFICERS AND BOARD MEMBERS RELATED TO COMPANION TRAVEL TO CHRISTUS MEETINGS.
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.
-
501 (C)(3) · SPT HLTH SVCS · TX
Directly controlled by NA
-
501 (C)(3) · HLTHCARE SVCS · TX
Directly controlled by CH
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511339349305171
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