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Nonprofiteer
← ST VINCENT HOSPITAL

Form 990 for tax year 2023

Filed by ST VINCENT HOSPITAL.

Totals

Total revenue
$628,888,305
Total expenses
$570,669,650
Contributions and grants received
$21,386,334
Grants paid
$1,917,774
Program service revenue
$569,890,697
Investment income
$8,991,224
Other revenue
$28,620,050
Total assets, end of year
$742,190,143
Total liabilities, end of year
$61,950,141
Net assets or fund balances, end of year
$680,240,002
Program services expenses (Part IX)
$500,061,001
Management and general expenses
$69,583,416
Fundraising expenses
$1,025,233
Program service expenses (Part III)
$500,061,001

Program services were 87.6% 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.

  • 1d · Related organizations

    $675,600

  • 1e · Government grants (contributions)

    $396,095

  • 1f · All other contributions, gifts and grants

    $20,314,639

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $566,774,846 · related or exempt $566,774,846

  • 2b · Program service revenue: RENT RELATED TO EXEMPT PURPOSE

    total $312,389 · related or exempt $312,389

  • 2c · Program service revenue: RETAIL PHARMACY REVENUE

    total $2,803,462 · related or exempt $2,803,462

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $5,019,851 · unrelated business $80,481 · excluded $4,939,370

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $139,851,635

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

    securities $135,880,262

  • 7c · Gain or loss

    securities $3,971,373 · other assets $0

  • 7d · Net gain or loss

    total $3,971,373 · excluded $3,971,373

  • 11a · Other revenue: Other Operating Revenue

    total $27,110,419 · excluded $27,110,419

  • 11b · Other revenue: Food Service Revenue

    total $1,509,281 · excluded $1,509,281

  • 11c · Other revenue: Purchase Discounts

    total $350 · excluded $350

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $28,620,050

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,815,241 · program services $1,815,241

  • 2 · Grants to domestic individuals

    total $102,533 · program services $102,533

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 7 · Other salaries and wages

    total $236,675,121 · program services $224,728,850 · management and general $11,402,134 · fundraising $544,137

  • 8 · Pension plan contributions

    total $5,878,797 · program services $5,445,831 · management and general $412,495 · fundraising $20,471

  • 9 · Other employee benefits

    total $22,334,211 · program services $21,366,539 · management and general $861,362 · fundraising $106,310

  • 10 · Payroll taxes

    total $14,181,384 · program services $13,414,130 · management and general $729,920 · fundraising $37,334

  • 11a · Fees: management

    total $18,936,577 · program services $2,394,717 · management and general $16,541,860

  • 11b · Fees: legal

    total $3,017,267 · program services $338,530 · management and general $2,678,737

  • 11c · Fees: accounting

    total $224 · program services $224

  • 11d · Fees: lobbying

    total $2,971 · management and general $2,971

  • 11g · Fees: other

    total $59,744,265 · program services $49,782,259 · management and general $9,952,549 · fundraising $9,457

  • 12 · Advertising and promotion

    total $261,745 · program services $261,680 · management and general $65

  • 13 · Office expenses

    total $19,122,971 · program services $16,690,801 · management and general $2,414,116 · fundraising $18,054

  • 16 · Occupancy

    total $11,303,125 · program services $10,901,629 · management and general $401,496

  • 17 · Travel

    total $524,010 · program services $443,807 · management and general $78,860 · fundraising $1,343

  • 19 · Conferences, conventions and meetings

    total $429,779 · program services $363,951 · management and general $64,883 · fundraising $945

  • 20 · Interest

    total $681,397 · program services $567,461 · management and general $113,936

  • 22 · Depreciation, depletion and amortization

    total $23,497,085 · program services $23,476,524 · management and general $20,561

  • 23 · Insurance

    total $36,516,760 · program services $23,211,045 · management and general $13,305,715

  • 24a · Other expenses: Medical Supplies

    total $99,423,996 · program services $98,778,044 · management and general $358,805 · fundraising $287,147

  • 24b · Other expenses: Sales Tax

    total $10,072,279 · program services $2,797 · management and general $10,069,482

  • 24c · Other expenses: Provision for Uncollectable Accounts

    total $5,813,671 · program services $5,813,671

  • 24d · Other expenses: Recruitment/Placement Fees-Non Physician

    total $380,168 · program services $352,298 · management and general $27,870

  • 24e · All other expenses

    total -$45,927 · program services -$191,561 · management and general $145,599 · fundraising $35

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $119,829,023 · end of year $45,738,529

  • 2 · Savings and temporary cash investments

    beginning of year $213,840,267 · end of year $235,678,056

  • 4 · Accounts receivable

    beginning of year $73,004,033 · end of year $88,710,271

  • 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 $4,331,678 · end of year $4,099,433

  • 8 · Inventories for sale or use

    beginning of year $10,842,480 · end of year $10,730,525

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,154,229 · end of year $2,839,584

  • 10a · Land, buildings and equipment: cost or other basis

    $480,245,740

  • 10b · Land, buildings and equipment: accumulated depreciation

    $291,483,753

  • 10c · Land, buildings and equipment, net

    beginning of year $200,302,538 · end of year $188,761,987

  • 11 · Investments: publicly traded securities

    beginning of year $24,183,825 · end of year $35,578,663

  • 12 · Investments: other securities

    beginning of year $53,422,624 · end of year $48,511,407

  • 13 · Investments: program-related

    beginning of year $3,919,315 · end of year $2,851,348

  • 14 · Intangible assets

    beginning of year $15,263,503 · end of year $14,539,131

  • 15 · Other assets

    beginning of year $33,779,932 · end of year $64,151,209

  • 17 · Accounts payable and accrued expenses

    beginning of year $50,417,276 · end of year $52,527,911

  • 19 · Deferred revenue

    beginning of year $1,726,089 · end of year $1,685,183

  • 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 $600,000

  • 25 · Other liabilities

    beginning of year $21,967,065 · end of year $7,737,047

  • 27 · Net assets without donor restrictions

    beginning of year $661,149,717 · end of year $656,327,425

  • 28 · Net assets with donor restrictions

    beginning of year $21,013,300 · end of year $23,912,577

Mission and programs · 2023

Mission

ST. VINCENT HOSPITAL IS ORGANIZED TO PROVIDE COMPREHENSIVE HEALTH SERVICES; PROVIDE MEDICAL, NURSING AND HEALTH EDUCATION PROGRAMS, ENCOURAGE RESEARCH AND WAYS TO SAVE HUMAN LIFE, MINIMIZE HUMAN SUFFERING AND IMPROVE HEALTH SERVICES; AND MOBILIZE ALL COMMUNITY SUPPORT AND RESOURCES TO SERVE THE COMPREHENSIVE NEEDS OF THE CORPORATION'S COMMUNITY AND THE STATE OF NEW MEXICO.

Activities or mission (Part I)

TO PROVIDE A HEALING MINISTRY TO IMPROVE LIVES THROUGH EXCELLENT, COMPASSIONATE HEALTH CARE TO THE CORPORATION'S COMMUNITY AND SUPPORT MEDICAL INSTRUCTION AND RESEARCH.

  • See Schedule O

    Expenses $151,577,365 · Revenue $297,986,750

  • See Schedule O

    Expenses $276,736,035 · Revenue $208,528,199

  • See Schedule O

    Expenses $57,843,146 · Revenue $63,375,748

  • COMMUNITY SERVICES FOR THE BROADER COMMUNITY HELPING TO PREPARE FUTURE HEALTHCARE PROFESSIONALS IS A DISTINGUISHING CHARACTERISTIC OF NONPROFIT HOSPITALS AND CONSTITUTES A SIGNIFICANT COMMUNITY BENEFIT. ST. VINCENT HOSPITAL ASSISTS IN THE EDUCATION OF HEALTHCARE PROFESSIONALS BY PROVIDING CLINICAL SETTINGS, SCHOLARSHIPS, INTERNSHIPS AND RESIDENCIES FOR PHYSICIANS, NURSES AND OTHER HEALTH PROFESSIONALS. THE FOLLOWING ACTIVITIES WERE CONDUCTED IN THIS AREA: ST. VINCENT HOSPITAL FOUNDATION NURSE SCHOLARSHIPS (IN PARTNERSHIP WITH SANTA FE COMMUNITY COLLEGE AND NORTHERN NEW MEXICO COMMUNITY COLLEGE) AND THE ST. VINCENT HOSPITAL MEDICAL RESIDENCY PROGRAM (A THREE-YEAR PRIMARY CARE RESIDENCY PROGRAM FOR PHYSICIANS IN PARTNERSHIP WITH THE UNIVERSITY OF NEW MEXICO, ALBUQUERQUE). ADDITIONALLY, ST. VINCENT'S FUNDS THE HEALTH CARE EXPLORERS PROGRAM GEARED TO HIGH SCHOOL STUDENTS WITH AN INTEREST IN THE HEALTH CARE PROFESSION. ST. VINCENT HOSPITAL USED CASH DONATIONS AS A VEHICLE TO HELP OUR COMMUNITIES. WE MADE CASH DONATIONS, IN ADDITION TO GRANTS, TO SUPPORT NONPROFIT HEALTHCARE ORGANIZATIONS AND PROGRAMS. ST. VINCENT HOSPITAL ALSO MADE CASH AND IN-KIND DONATIONS TO FUND COMMUNITY INITIATIVES SUCH AS AN ANNUAL HOLIDAY COAT DRIVE FOR CHILDREN; PHYSICAL FITNESS PROGRAMS FOR CHILDREN AND ADULTS (NATIONAL DANCE INSTITUTE, ELEMENTARY SCHOOL FUN RUNS, SCHOOL HEALTH FAIRS AND WELLNESS PROGRAMS; ELDER/SENIOR SERVICES AND VETERANS' PROGRAMS; LOCAL AND NATIONAL SERVICE ORGANIZATION FUNDRAISERS (ROTARY, ELKS AND KIWANIS CLUBS); AND NATIVE AMERICAN PUEBLO HEALTH DAYS AND PHYSICAL FITNESS EVENTS. ST. VINCENT HOSPITAL ASSOCIATES SERVED ON LOCAL NONPROFIT BOARDS AND INITIATIVES. THE HOSPITAL ALSO PROVIDES NO-COST MEETING SPACE TO COMMUNITY NONPROFIT ORGANIZATIONS AND GROUPS. ANNUALLY, ST. VINCENT HOSPITAL ADVOCATES FOR IMPROVING PUBLIC POLICIES, WORKING TO ESTABLISH, AND IN SOME INSTANCES AUGMENT, GRASSROOTS ADVOCACY FOR GREATER ACCESS TO HEALTH CARE SERVICES FOR THE CONSTITUENTS WE SERVE.

    Expenses $11,144,311 · Grants $931,137

  • COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED ST. VINCENT HOSPITAL HAS RECOGNIZED THE NEED FOR SIGNIFICANT COMMUNITY-WIDE HEALTH AND HUMAN SERVICES BEYOND THE DIRECT SERVICES OF THE HOSPITAL. AS SUCH, ST. VINCENT PROVIDES FUNDING TO THOSE WITH LIMITED OR NO MEANS TO PAY, UNDERSERVED POPULATIONS AND THE BROADER COMMUNITY. THESE PROGRAMS ARE FUNDED FROM THE HOSPITAL'S GENERAL FUNDS AND ARE PROVIDED EITHER DIRECTLY BY ST. VINCENT OR THROUGH OTHER NONPROFIT COMMUNITY HEALTHCARE ORGANIZATIONS. COLLABORATIVE EFFORTS WITH LA FAMILIA MEDICAL CENTER, PRESBYTERIAN MEDICAL SERVICES, SOUTHWEST CARE AND INDIAN HEALTH SERVICES PROVIDE PRIMARY CARE TO MEET THE NEEDS OF THE POOR, UNDERSERVED AND HOMELESS. ONE EXAMPLE OF CHRISTUS HEALTH, MEMBER ORGANIZATION, COMMUNITY BENEFITS ACCOUNTED FOR UNDER COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED INCLUDE THE CHRISTUS COMMUNITY DIRECT INVESTMENT PROGRAM (CDI). THE PURPOSE OF THE CDI PROGRAM IS TO SUPPORT COMMUNITY-DRIVEN INITIATIVES PRIMARILY FOR AFFORDABLE HOUSING AND ECONOMIC DEVELOPMENT BY PROVIDING FINANCING AT BELOW-MARKET INTEREST RATES TO NOT-FOR-PROFIT ORGANIZATIONS AT TERMS NOT EXCEEDING MORE THAN FIVE YEARS. THE INCOME LOST FROM THE DIFFERENCE IN THE MARKET RATE LESS OUR LOAN RATE (FOREGONE INCOME) IS CONSIDERED A COMMUNITY BENEFIT FOR REPORTING PURPOSES. THE COST OF THESE INVESTMENTS IS NOT INCLUDED IN THE PROGRAM SERVICE EXPENSES OF ST. VINCENT HOSPITAL THOUGH OUTSTANDING LOAN BALANCES VARY THROUGHOUT THE YEAR, THE OUTSTANDING LOAN BALANCE AT THE END OF FISCAL YEAR 2023 WAS $0. THE FOREGONE INTEREST FOR ST. VINCENT HOSPITAL IN FY 2023 WAS $0. CHRISTUS HEALTH, MEMBER ORGANIZATION, HAS ESTABLISHED THE CHRISTUS FUND TO PROVIDE RESOURCES TO NOT-FOR-PROFIT AGENCIES AND GROUPS WHOSE MISSION, VISION AND GOALS ARE CONSISTENT WITH CHRISTUS HEALTH'S MISSION, VALUES AND PHILOSOPHY OF A HEALTHY COMMUNITY. WE BELIEVE THAT BY WORKING TOGETHER, WE CAN MAKE A PROFOUND DIFFERENCE IN THE QUALITY OF PEOPLES' LIVES AND CREATE SUSTAINABLE HEALTH IN OUR COMMUNITIES. DURING FY 2023, THE TOTAL GRANT MONEY DISTRIBUTED TO THE ST. VINCENT REGION WAS $250,000. THE COST OF THESE GRANTS IS NOT INCLUDED IN THE PROGRAM SERVICE EXPENSE FOR ST. VINCENT. ST. VINCENT HOSPITAL SUPPORTS THE NEEDS OF SPECIAL POPULATIONS IN THE COMMUNITY BY PROVIDING COMMUNITY HEALTH EDUCATION, COMMUNITY-BASED CLINICAL SERVICES, AND HEALTHCARE SUPPORT SERVICES, INCLUDING: HEALTH AND SAFETY FAIRS, SCREENINGS AND EDUCATION FOR EARLY DETECTION OF DIABETES, CANCER AND HEART DISEASE, MATERNAL AND CHILD HEALTHCARE, VICTIMS OF DOMESTIC VIOLENCE, SEXUAL ASSAULT NURSE EXAMINERS, MEDICAL CARE FOR RESIDENTS IN CUSTODY, AND HEALTH EDUCATION PROGRAMS, SCREENINGS AND ADULT IMMUNIZATIONS TARGETED AT CERTAIN POPULATIONS SUCH AS PERSONS AGE 65 OR OLDER, INDIVIDUALS WITH DISABILITIES, THE UNDERINSURED AND UNINSURED, AND HISPANIC AND NATIVE AMERICAN POPULATIONS. SOME EXAMPLES OF ST. VINCENT HOSPITAL'S COMMUNITY BENEFITS ACCOUNTED FOR UNDER COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED INCLUDE DENTAL SERVICES FOR UNINSURED CHILDREN AND TEENS. ST. VINCENT ALSO SUPPORTS COMMUNITY NONPROFIT AGENCIES AND PROGRAMS FOR THE POOR AND UNDERSERVED, INCLUDING LAS CUMBRES COMMUNITY SERVICES, THE ESPERANZA SHELTER FOR BATTERED FAMILIES, ST. ELIZABETH HOMELESS SHELTER, KITCHEN ANGELS FOOD DISTRIBUTION PROGRAMS, YOUTH SHELTERS AND FAMILY SERVICES, AND THE NEW MEXICO SUICIDE INTERVENTION PROJECT. ROOTED IN OUR MISSION AND TRADITION, THE FOUNDERS AND SPONSORS OF CHRISTUS HEALTH AND THOSE WHO CO-MINISTER WITH THEM SEEK NEW AND INNOVATIVE WAYS OF DELIVERING QUALITY HEATH CARE THAT IS BOTH AFFORDABLE AND ACCESSIBLE TO ALL. TODAY, MORE THAN EVER, WE MUST AIM TO IMPROVE THE TOTAL HEALTH STATUS OF THE COMMUNITY THROUGH PROGRAMS THAT PLACE OUR SERVICES WHERE THEY ARE NEEDED MOST, WITH SPECIAL ATTENTION AND PREFERENCE GIVEN TO PROGRAMS THAT SUPPORT AND BENEFIT THE HEALTH AND WELFARE OF THE POOR AND UNDERSERVED. COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED REPRESENT THE UNPAID COST OF SERVICES PROVIDED FOR WHICH A PATIENT IS NOT BILLED, OR FOR WHICH A FEE HAS BEEN ASSESSED THAT RECOVERS ONLY A PORTION OF THE COST OF THE RENDERED SERVICE. THIS CATEGORY INCLUDES INITIATIVES THAT REACH OUT TO THOSE IN NEED THROUGH COMMUNITY HEALTH AND SOCIAL PROGRAMS. THESE PROGRAMS SEEK JUSTICE FOR THE VULNERABLE AND WORK TO BRING ABOUT CHANGES IN OUR POLITICAL AND ECONOMIC SYSTEMS. THE PROGRAMS COVER A BROAD SPECTRUM OF SERVICES FROM CHARITY CLINICS TO IMMUNIZATIONS FOR CHILDREN AND SENIORS, AND A VARIETY OF OTHER SOCIAL SERVICES. ST. VINCENT HOSPITAL PROVIDES MEDICATION ASSISTANCE FOR COMMUNITY RESIDENTS WHO ARE UNABLE TO AFFORD THE MEDICATIONS THEY NEED. THE HOSPITAL MEDICAL ACTION FUND PROVIDES MEDICATION FOR PATIENTS WITHOUT THE ABILITY TO PAY. THE HOSPITAL WORKS WITH PHARMACEUTICAL COMPANIES WHEN MEDICATIONS ARE AVAILABLE FOR THIS PURPOSE.

    Expenses $2,760,144 · Grants $651,173

  • Additional Grants

    Grants $335,464

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • J Lindsey Bradley Jr

    DIRECTOR/CHAIR

    Total calculated
    $11,999
    From this org
    $0
    From related orgs
    $11,999
    Other
    $0
    Hours/week
    16

  • Lillian Montoya

    DIRECTOR / CEO

    Total calculated
    $1,146,156
    From this org
    $0
    From related orgs
    $934,390
    Other
    $211,766
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $573,237 related
    Bonus
    $0 + $275,129 related
    Other
    $0 + $86,024 related
    Deferred
    $0 + $202,440 related
    Nontaxable benefits
    $0 + $9,326 related
    Filer's total
    $0 + $1,146,156 related

  • Bud Hamilton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    16

  • Daya Singh Khalsa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    16

  • Jeffrey Puckett

    DIRECTOR (EFF 1/24)

    Total calculated
    $8,885,985
    From this org
    $0
    From related orgs
    $8,785,568
    Other
    $100,417
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,555,613 related
    Bonus
    $0 + $3,764,956 related
    Other
    $0 + $3,464,999 related
    Deferred
    $0 + $85,694 related
    Nontaxable benefits
    $0 + $14,723 related
    Filer's total
    $0 + $8,885,985 related

  • Jerry Jones

    DIRECTOR

    Total calculated
    $0
    Hours/week
    16

  • Jesus Garza

    DIRECTOR (TERM 3/24)

    Total calculated
    $0
    Hours/week
    16

  • Kimberly King Webb

    DIRECTOR

    Total calculated
    $1,576,204
    From this org
    $0
    From related orgs
    $1,260,360
    Other
    $315,844
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $0 + $667,518 related
    Bonus
    $0 + $491,680 related
    Other
    $0 + $101,162 related
    Deferred
    $0 + $246,531 related
    Nontaxable benefits
    $0 + $69,313 related
    Filer's total
    $0 + $1,576,204 related

  • Mark Pucsynski MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    16

  • Randy Safady

    DIRECTOR / EVP & CFO CHRISTUS

    Total calculated
    $7,260,370
    From this org
    $0
    From related orgs
    $7,181,461
    Other
    $78,909
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,482,193 related
    Bonus
    $0 + $3,630,377 related
    Other
    $0 + $2,068,891 related
    Deferred
    $0 + $70,284 related
    Nontaxable benefits
    $0 + $8,625 related
    Filer's total
    $0 + $7,260,370 related

  • Sam Bagchi MD

    DIRECTOR (EFF 1/24)

    Total calculated
    $5,582,778
    From this org
    $0
    From related orgs
    $4,781,092
    Other
    $801,686
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,193,899 related
    Bonus
    $0 + $3,155,393 related
    Other
    $0 + $431,800 related
    Deferred
    $0 + $771,191 related
    Nontaxable benefits
    $0 + $30,495 related
    Filer's total
    $0 + $5,582,778 related

  • Sayuri Yamada

    DIRECTOR

    Total calculated
    $0
    Hours/week
    16

  • Sister Ethel Puno

    DIRECTOR (TERM 3/24)

    Total calculated
    $0
    Hours/week
    16

  • Sister Gerard Earls

    DIRECTOR (3/24)

    Total calculated
    $0
    Hours/week
    16

  • Wendy Trevisani

    DIRECTOR

    Total calculated
    $0
    Hours/week
    16

  • David Gonzales MD

    CMO

    Total calculated
    $634,255
    From this org
    $0
    From related orgs
    $502,034
    Other
    $132,221
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $363,399 related
    Bonus
    $0 + $122,929 related
    Other
    $0 + $15,706 related
    Deferred
    $0 + $119,682 related
    Nontaxable benefits
    $0 + $12,539 related
    Filer's total
    $0 + $634,255 related

  • Hope Wade

    COO

    Total calculated
    $701,597
    From this org
    $0
    From related orgs
    $576,024
    Other
    $125,573
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $403,240 related
    Bonus
    $0 + $123,228 related
    Other
    $0 + $49,556 related
    Deferred
    $0 + $123,806 related
    Nontaxable benefits
    $0 + $1,767 related
    Filer's total
    $0 + $701,597 related

  • Reuben Murray

    CHIEF FINANCIAL OFFICER/TREASURER

    Total calculated
    $533,986
    From this org
    $0
    From related orgs
    $431,730
    Other
    $102,256
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $299,067 related
    Bonus
    $0 + $94,566 related
    Other
    $0 + $38,097 related
    Deferred
    $0 + $87,706 related
    Nontaxable benefits
    $0 + $14,550 related
    Filer's total
    $0 + $533,986 related

  • Andrea Teague

    VP CANCER SERVICES

    Total calculated
    $1,071,986
    From this org
    $0
    From related orgs
    $944,861
    Other
    $127,125
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $812,100 related
    Bonus
    $0 + $132,761 related
    Other
    $0
    Deferred
    $0 + $120,814 related
    Nontaxable benefits
    $0 + $6,311 related
    Filer's total
    $0 + $1,071,986 related

  • Jennifer Gomez

    VP COMPL-ST VINCENT RG MD CTR

    Total calculated
    $323,987
    From this org
    $0
    From related orgs
    $274,060
    Other
    $49,927
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $208,348 related
    Bonus
    $0 + $45,712 related
    Other
    $0 + $20,000 related
    Deferred
    $0 + $34,060 related
    Nontaxable benefits
    $0 + $15,867 related
    Filer's total
    $0 + $323,987 related

  • Katherine Armijo-Etre

    VP COMMUNITY HEALTH

    Total calculated
    $314,430
    From this org
    $0
    From related orgs
    $237,498
    Other
    $76,932
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $167,265 related
    Bonus
    $0 + $45,112 related
    Other
    $0 + $25,121 related
    Deferred
    $0 + $64,400 related
    Nontaxable benefits
    $0 + $12,532 related
    Filer's total
    $0 + $314,430 related

  • Monica Leyba

    CHIEF NURSE EXECUTIVE

    Total calculated
    $485,278
    From this org
    $0
    From related orgs
    $382,122
    Other
    $103,156
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $280,067 related
    Bonus
    $0 + $72,517 related
    Other
    $0 + $29,538 related
    Deferred
    $0 + $97,068 related
    Nontaxable benefits
    $0 + $6,088 related
    Filer's total
    $0 + $485,278 related

  • Sandra Dominguez

    VP, HUMAN RESOURCES

    Total calculated
    $330,418
    From this org
    $0
    From related orgs
    $281,432
    Other
    $48,986
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $232,180 related
    Bonus
    $0 + $48,752 related
    Other
    $0 + $500 related
    Deferred
    $0 + $37,305 related
    Nontaxable benefits
    $0 + $11,681 related
    Filer's total
    $0 + $330,418 related

  • Benjamin Vidalis MD

    PHYSICIAN

    Total calculated
    $915,389
    From this org
    $891,647
    From related orgs
    $0
    Other
    $23,742
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $876,609
    Bonus
    $15,000
    Other
    $38
    Deferred
    $14,025
    Nontaxable benefits
    $9,717
    Filer's total
    $915,389

  • Bryan Goss

    PHYSICIAN

    Total calculated
    $941,818
    From this org
    $919,556
    From related orgs
    $0
    Other
    $22,262
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $702,077
    Bonus
    $211,862
    Other
    $5,617
    Deferred
    $14,025
    Nontaxable benefits
    $8,237
    Filer's total
    $941,818

  • Eric Minns MD

    PHYSICIAN

    Total calculated
    $1,034,212
    From this org
    $1,002,962
    From related orgs
    $0
    Other
    $31,250
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $475,172
    Bonus
    $526,752
    Other
    $1,038
    Deferred
    $14,025
    Nontaxable benefits
    $17,225
    Filer's total
    $1,034,212

  • Joshua Carothers

    PHYSICIAN

    Total calculated
    $999,659
    From this org
    $965,996
    From related orgs
    $0
    Other
    $33,663
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $713,009
    Bonus
    $246,363
    Other
    $6,624
    Deferred
    $14,025
    Nontaxable benefits
    $19,638
    Filer's total
    $999,659

  • Philip Forno MD

    PHYSICIAN

    Total calculated
    $1,021,346
    From this org
    $987,113
    From related orgs
    $0
    Other
    $34,233
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $913,290
    Bonus
    $69,721
    Other
    $4,102
    Deferred
    $14,025
    Nontaxable benefits
    $20,208
    Filer's total
    $1,021,346

  • Lance Wilson MD

    PRESIDENT CSV PHYSICIAN GROUP (TERM 9/22)

    Total calculated
    $299,269
    From this org
    $0
    From related orgs
    $299,269
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $299,269 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $299,269 related

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

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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)

Schedule J, Part I, Line 1a Travel for companions
TAXABLE COMPENSATION WAS REPORTED TO VARIOUS OFFICERS AND BOARD MEMBERS RELATED TO COMPANION TRAVEL TO CHRISTUS MEETINGS.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR IS AN EMPLOYEE OF CHRISTUS HEALTH, A MEMBER 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 BI-ANNUAL COMPENSATION SURVEY.
Schedule J, Part I, Line 4a Severance or change-of-control payment
LANCE WILSON RECEIVED SEVERANCE OF $289,389 DURING CALENDAR YEAR 2023.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
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. THE FOLLOWING INDIVIDUALS RECEIVED PAYOUTS UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE CALENDAR YEAR 2023: Jeffrey Puckett - $3,463,677 RANDY SAFADY - $2,066,919 SAM BAGCHI, MD - $430,479 KIMBERLY KING WEBB - $100,512 LILLIAN MONTOYA - $85,198 HOPE WADE - $49,256 DAVID GONZALES, MD - $14,826 REUBEN MURRAY - $38,087 MONICA LEYBA - $28,738 KATHERINE ARMIJO-ETRE - $25,121
Schedule J, Part II SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENTS
DEFERRED COMPENSATION MAY INCLUDE 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.
Schedule J, Part II, Column (B)(ii) SUPPLEMENTAL COMPENSATION INFORMATION
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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SANTA FE MEDICAL DENTAL BUILDING LLC

    DENTAL SVCS · NM · income $0 · assets -$2,400,139

    Directly controlled by SVH

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • CENTRAL LOUISIANA SURGICAL HOSPITAL LLC

    SURGICAL CENTER · LA

    Directly controlled by NA

  • CHRISTUS SURGERY CENTER - VILLAGES LLC

    SURGICAL CENTER · LA

    Directly controlled by NA

  • CHRISTUS AMBULATORY SURGERY CENTER AT OLYMPIA HILLS LLC

    SURGICAL CENTER · TX

    Directly controlled by NA

  • CHRISTUS CENTER FOR SPECIAL SURGERY

    SURGICAL CENTER · TX

    Directly controlled by NA

  • CHRISTUS SURGERY CENTER - WESTOVER HILLS LLC

    SURGICAL CENTER · TX

    Directly controlled by NA

  • NEW BRAUNFELS SURGICAL CENTER LLC

    HEALTHCARE SERVICES · TX

    Directly controlled by NA

  • CHRISTUS SANTA ROSA AMBULATORY SURGERY CENTERS SAN ANTONIO LLC

    HEALTHCARE SERVICES · TX

    Directly controlled by NA

  • CHRISTUS SANTA ROSA OUTPATIENT SURGERY NEW BRAUNFELS LP

    HEALTHCARE SERVICES · TX

    Directly controlled by NA

  • GOOD SHEPHERD NORTH PARK LP

    HEALTHCARE SERVICES · TX

    Directly controlled by NA

  • GOOD SHEPHERD AMBULATORY SURGICAL LTD

    HEALTHCARE SERVICES · TX

    Directly controlled by NA

  • GSHS CUSTOMER SERVICE BUILDING I LTD

    CUSTOMER SERVICES · TX

    Directly controlled by NA

  • ST ELIZABETH REHAB PARTNERS LLP

    HEALTHCARE SERVICES · TX

    Directly controlled by NA

  • NORTHERN LOUISIANA CARDIAC SERVICES LLC

    SURGICAL CENTER · LA

    Directly controlled by NA

  • SOUTH RYAN MRI LLC

    IMAGING SERVICES · LA

    Directly controlled by NA

  • ALAMOGORDO IMAGING CENTER LLC

    IMAGING SERVICES · NM

    Directly controlled by NA

  • ALAMOGORDO SURGERY VENTURE LLC

    HEALTHCARE SERVICES · NM

    Directly controlled by NA

  • CHAMPION HEALTH CARE LLC

    HEALTHCARE SERVICES · NM

    Directly controlled by NA

  • GERALD CHAMPION-SIERRA PROVIDENCE CARDIAC CATH LAB LLC

    HEALTHCARE SERVICES · NM

    Directly controlled by NA

  • WHITE SANDS HEALTH CARE SYSTEMS LLC

    HEALTHCARE SERVICES · NM

    Directly controlled by NA

  • SANTA FE IMAGING LLC

    Related · IMAGING CENTER · NM · 58.34% owned · share of income -$693,194 · share of assets $0

    Directly controlled by SVH

  • SANTA FE MEDICAL PROPERTIES LLC

    Related · LEASING · NM · 52.93% owned · share of income $564,752 · share of assets $703,047

    Directly controlled by SVH

  • IMPERIAL CALCASIEU SURGICAL CENTER LLC

    ASC · LA

    Directly controlled by NA

  • GSHS CUSTOMER SERVICE BUILDING LLC

    CUSTOMER SERVICES · TX

    Directly controlled by NA

Related corporations and trusts

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

  • CHRISTUS TEXARKANA UNIT OWNERS ASSOCIATION

    C Corporation · BUILDING ASSOCIATION · TX · controlled entity

    Directly controlled by NA

  • CHRISTUS AMBULATORY SERVICES HOLDINGS

    C Corporation · HEALTHCARE SERVICES · TX · controlled entity

    Directly controlled by NA

  • DEDICATED SYSTEM SUPPORT INC

    C Corporation · MANAGEMENT SERVICES · TX · controlled entity

    Directly controlled by NA

  • SAN MARCOS REGIONAL MRI

    C Corporation · HEALTHCARE SERVICES · TX · controlled entity

    Directly controlled by NA

  • CHRISTUS LOUISIANA QUALITY ALLIANCE

    C Corporation · ACO · LA · controlled entity

    Directly controlled by NA

  • CHRISTUS MUGUERZA SAPI DE CV

    C Corporation · HEALTHCARE SERVICES · MX · controlled entity

    Directly controlled by NA

  • EMERALD ASSURANCE CAYMAN LTD

    C Corporation · INSURANCE · CJ · controlled entity

    Directly controlled by NA

  • ARK-LA-TEX HEALTH NETWORK

    C Corporation · HEALTHCARE SERVICES · TX · controlled entity

    Directly controlled by NA

  • CHRISTUS CHILE SPA

    C Corporation · INVESTING · CI · controlled entity

    Directly controlled by NA

  • CHRISTUS SOUTHEAST TEXAS PHO

    C Corporation · MEDICAL SERVICES · TX · controlled entity

    Directly controlled by NA

  • HEALTH VENTURES OF SOUTHEAST TEXAS INC

    C Corporation · BUILDING RENT · TX · controlled entity

    Directly controlled by NA

  • AMATISTA FINANCING COMPANY LTD

    C Corporation · FINANCING · CJ · controlled entity

    Directly controlled by NA

  • OCCUPATIONAL HEALTH SERVICES INC

    C Corporation · MEDICAL SERVICES · LA · controlled entity

    Directly controlled by NA

  • SOUTH RYAN DEVELOPMENT CORPORATION

    C Corporation · LEASING BULDINGS · LA · controlled entity

    Directly controlled by NA

  • SOUTHWESTERN LOUISIANA PHYSICIAN HOSPITAL ORGANIZATION INC

    C Corporation · HEALTHCARE SERVICES · LA · controlled entity

    Directly controlled by NA

  • CH COLUMBIA SAS

    C Corporation · HEALTHCARE SERVICES · CO · controlled entity

    Directly controlled by NA

  • CLINICA PALMA REAL SAS

    C Corporation · HEALTHCARE SERVICES · CO · controlled entity

    Directly controlled by NA

  • SINERGIA GLOBAL EN SALUD SAS

    C Corporation · HEALTHCARE SERVICES · CO · controlled entity

    Directly controlled by NA

  • HCMH RETAIL CLINIC

    C Corporation · HEALTHCARE SERVICES · TX · controlled entity

    Directly controlled by NA

  • EVANGELINE CLINICAL SERVICES INC

    C Corporation · HEALTHCARE SERVICES · LA · controlled entity

    Directly controlled by NA

  • GOOD SHEPHERD HEALTH NETWORK

    C Corporation · INACTIVE · TX · controlled entity

    Directly controlled by NA

  • GSHS ENTERPRISES HOLDING INC

    C Corporation · HOLDING COMPAY · DE · controlled entity

    Directly controlled by NA

  • GSHS ENTERPRISES OPERATING 1 INC

    C Corporation · HEALTHCARE SERVICES · DE · controlled entity

    Directly controlled by NA

  • GSHS ENTERPRISES OPERATING 2 INC

    C Corporation · HEALTHCARE SERVICES · DE · controlled entity

    Directly controlled by NA

  • GSHS ENTERPRISES INC

    C Corporation · HEALTHCARE SERVICES · TX · controlled entity

    Directly controlled by NA

  • MARSHALL PHYSICIAN HOSPITAL ORGANIZATION INC

    C Corporation · INACTIVE · TX · controlled entity

    Directly controlled by NA

  • HEALTHPLAN OF TEXAS INC

    C Corporation · THIRD PARTY ADMINISTRATION · TX · controlled entity

    Directly controlled by NA

  • THE REGIONAL HEALTHCARE ALLIANCE

    C Corporation · PREFER PROVIDER · TX · controlled entity

    Directly controlled by NA

  • SCH MANAGEMENT SOLUTIONS INC

    C Corporation · MANAGEMENT JOINT VENTURES · LA · controlled entity

    Directly controlled by NA

  • CENTRAL TEXAS PROVIDERS NETWORK

    C Corporation · PHYSICIAN HOSPITAL · TX · controlled entity

    Directly controlled by NA

  • LTACH CONDOMINIUM UNIT OWNERS ASSOC

    C Corporation · BUILDING ASSOCIATION · TX · controlled entity

    Directly controlled by NA

  • SPOHN HEALTH NETWORK

    C Corporation · HEALTH PLAN · TX · controlled entity

    Directly controlled by NA

  • SPOHN INVESTMENT CORPORATION

    C Corporation · RENTALS · TX · controlled entity

    Directly controlled by NA

  • CENTRAL TX HEALTHCARE COLLABORATIVE

    C Corporation · SUPPORT · TX · controlled entity

    Directly controlled by NA

  • HOSPITAL BUILDING CONDO OWNERS ASSOCIATION INC

    C Corporation · SUPPORT · TX · controlled entity

    Directly controlled by NA

  • RELIANCE BENEFITS INC

    C Corporation · HEALTHCARE SERVICES · TX · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202541349349303104

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.