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← CHRISTUS HEALTH FOUNDATION OF SOUTHEAST TEXAS

Form 990 for tax year 2024

Filed by CHRISTUS HEALTH FOUNDATION OF SOUTHEAST TEXAS.

Totals

Total revenue
$2,931,169
Total expenses
$1,632,013
Contributions and grants received
$2,714,203
Grants paid
$1,216,670
Program service revenue
$0
Investment income
$510,829
Other revenue
-$293,863
Total assets, end of year
$16,299,470
Total liabilities, end of year
$4,000
Net assets or fund balances, end of year
$16,295,470
Program services expenses (Part IX)
$1,246,428
Management and general expenses
$370,095
Fundraising expenses
$15,490
Program service expenses (Part III)
$1,246,428

Program services were 76.4% 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

    $360,475

  • 1d · Related organizations

    $492,729

  • 1f · All other contributions, gifts and grants

    $1,860,999

  • 1g · Noncash contributions included above

    $88,500

  • 3 · Investment income

    total $257,238 · excluded $257,238

  • 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

    securities $6,153,190

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

    securities $5,899,599

  • 7c · Gain or loss

    securities $253,591

  • 7d · Net gain or loss

    total $253,591 · excluded $253,591

  • 8a · Fundraising events: gross income

    $60,800

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

    $360,475

  • 8b · Fundraising events: direct expenses

    $357,126

  • 8c · Net income from fundraising events

    total -$296,326 · excluded -$296,326

  • 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

  • 11a · Other revenue: ALL OTHER REVENUE

    total $2,463 · excluded $2,463

  • 11e · Other revenue, total

    $2,463

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,194,465 · program services $1,194,465

  • 2 · Grants to domestic individuals

    total $22,205 · program services $22,205

  • 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 $261,250 · management and general $261,250

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $58,147 · management and general $58,147

  • 10 · Payroll taxes

    total $19,426 · management and general $19,426

  • 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 $26,298 · program services $26,298

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $4,104 · management and general $4,104

  • 13 · Office expenses

    total $34,344 · management and general $18,854 · fundraising $15,490

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $338 · management and general $338

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $259 · management and general $259

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $5,766 · program services $3,460 · management and general $2,306

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $1,004 · management and general $1,004

  • 24b · Other expenses: MEALS & ENTERTAINMENT

    total $4,407 · management and general $4,407

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,143,243 · end of year $5,229,063

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $860,702 · end of year $1,019,799

  • 4 · Accounts receivable

    beginning of year $606,987 · end of year $620,335

  • 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 $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $41,200 · end of year $41,200

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $8,416,645 · end of year $9,389,073

  • 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 $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $18,291 · end of year $4,000

  • 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 $245,505 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $10,092,578 · end of year $10,958,582

  • 28 · Net assets with donor restrictions

    beginning of year $3,712,403 · end of year $5,336,888

Mission and programs · 2024

Mission

CHRISTUS HEALTH FOUNDATION OF SOUTHEAST TEXAS SERVES THE PHILANTHROPIC NEEDS OF CHRISTUS HEALTH SOUTHEAST TEXAS BY SOLICITING AND DISTRIBUTING CONTRIBUTIONS IN SUPPORT OF CHRISTUS HEALTH SOUTHEAST TEXAS.

Activities or mission (Part I)

The Foundation serves the philanthropic NEEDS OF SOUTHEAST TEXAS BY SOLICITING & DISTRIBUTING CONTRIBUTIONS IN support of Christus Health Southeast Texas.

  • CHRISTUS Health Foundation of Southeast Texas is a Texas non-profit organization serving the philanthropic needs of CHRISTUS Health Southeast Texas (the "Health System"). It is the Foundation's responsibility to encourage and receive contributions from individuals, corporations, associations, and foundations. These contributions are distributed to the Health System and its subsidiary non-profit hospitals, in accordance with the intentions of the donors and within the confines of the Foundation's goals and objectives. All contributions assist the Health System in providing continuing high quality health care in areas such as modernization and construction of needed hospital facilities, acquisition of hospital equipment, and other special health care needs of the Health System. The Foundation also sponsors the Children's Miracle Network (CMN) for children's health services in the community. Funds raised for the CMN are restricted to provide needed equipment and improvements to the Pediatric and Obstetrical Care Units of the supported hospitals. The CMN Grant Assistance Program focuses on children with healthcare needs who may require financial assistance. Grants are awarded when specific criteria and guidelines are met. The Foundation sponsors other local events to provide support for coronary care, oncology and hyperbaric treatment. The Foundation's sole corporate member is CHRISTUS HEALTH SOUTHEAST TEXAS; CHRISTUS HEALTH SOUTHEAST TEXAS' sole corporate member is CHRISTUS Health.CHRISTUS Health Southeast Texas includes all of the hospitals, clinics, services and other ministries of CHRISTUS Health located in the Beaumont, Port Arthur, and Jasper areas of Texas. A myriad of other health services, such as physician offices, clinics, outpatient services and programs are located throughout the eight-county area served by CHRISTUS Health Southeast Texas. CHRISTUS Health was formed in 1999 to strengthen the 153-year-old, faith-based health care ministries of the Congregations of the Sisters of Charity of the Incarnate Word of Houston and San Antonio. Founded on the mission "to extend the healing ministry of Jesus Christ," CHRISTUS is challenged to reach out to, and beyond, the more than 60 communities we serve to help those in need. CHRISTUS Health responds to the health care needs of its communities through services provided at more than 60 hospitals and long-term care facilities, 175 clinics and outpatient centers, and other community health ministries and community development ventures. CHRISTUS services can be found in Arkansas, Louisiana, New Mexico, Texas, six provinces of Mexico, Colombia and Chile. Although programs may differ from facility to facility, each of our health care entities has the same objective -- which is to lead the way to a healthier community.

    Expenses $1,246,428 · Grants $1,216,670

As filed on the 2024 return.

Listed in Part VII

  • Paul M Trevino

    DIRECTOR/CEO CH-SETX

    Total calculated
    $1,038,093
    From this org
    $0
    From related orgs
    $942,613
    Other
    $95,480
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $560,606 related
    Bonus
    not reported + $254,059 related
    Other
    not reported + $127,948 related
    Deferred
    not reported + $59,685 related
    Nontaxable benefits
    not reported + $35,795 related
    Filer's total
    not reported + $1,038,093 related

  • Teri Hawthorne

    Executive Director

    Total calculated
    $138,001
    From this org
    $0
    From related orgs
    $127,645
    Other
    $10,356
    Hours/week
    40

  • James Black

    Director (LIFETIME)

    Total calculated
    $0
    Hours/week
    1

  • Brad Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Will Crenshaw

    Director (LIFETIME)

    Total calculated
    $0
    Hours/week
    1

  • Mark Fertitta

    Director (LIFETIME)

    Total calculated
    $0
    Hours/week
    1

  • Shelley Tortorice

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sheila Umphrey

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • J Mark Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joe Penland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Randy Lombardo

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Mike Roebuck

    DIR / VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Joe Broussard

    Director

    Total calculated
    $0
    Hours/week
    1

  • Steve McReynolds

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • David Jones

    DIRECTOR

    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

  • 1a · Housing allowance or residence for personal use
  • 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, LINE 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.
Related org determination of Executive Director Compensation
FORM 990, PART VII, LINE 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. ESTABLISH AND APPROVE THE COMPENSATION OF THE FILING ORGANIZATION'S TOP MANAGEMENT OFFICIAL. THIS COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT WHO PERFORMS BI-ANNUAL COMPENSATION SURVEY.
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.
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 INCENTIVE COMPENSATION MAY INCLUDE AMOUNTS THAT WERE DEFERRED IN A PRIOR YEAR BUT PAID OUT IN CALENDAR YEAR 2024.

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.

  • setx pain mgmt

    PAIN MGMT · TX

    Directly controlled by SETX

  • ST ELIZ rehab prn

    HEALTHCARE SV · TX

    Directly controlled by HLTH VNTR SETX

Related corporations and trusts

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

  • CHRISTUS Southeast Tx Physician Hosp Org

    C corp · MED SVCS · TX · controlled entity

    Directly controlled by SETX

  • HEALTH VENTURES OF SOUTHEAST TEXAS

    C corp · BUILDING RENT · TX · controlled entity

    Directly controlled by SETX

Provenance

Return type
form_990
Tax year
2024
Filed
15 May 2026
IRS schema version
2024v5.2
Source object
202611259349301566

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