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Nonprofiteer
← CHRISTUS HEALTH SOUTHWESTERN LOUISIANA

Form 990 for tax year 2022

Filed by CHRISTUS HEALTH SOUTHWESTERN LOUISIANA.

Totals

Total revenue
$321,347,523
Total expenses
$331,433,752
Contributions and grants received
$11,380,519
Grants paid
$9,169,928
Program services expenses (Part IX)
$266,144,828
Management and general expenses
$65,172,589
Fundraising expenses
$116,335
Program service expenses (Part III)
$266,144,828

Program services were 80.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Dennis N Stine

    Chairperson/Director

    Total calculated
    $500
    From this org
    $0
    From related orgs
    $500
    Other
    $0
    Hours/week
    1

  • Paul Trevino

    SWLA CEO/Director

    Total calculated
    $1,356,635
    From this org
    $0
    From related orgs
    $1,052,963
    Other
    $303,672
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $675,696 related
    Bonus
    $0 + $309,456 related
    Other
    $0 + $67,811 related
    Deferred
    $0 + $287,081 related
    Nontaxable benefits
    $0 + $16,591 related
    Filer's total
    $0 + $1,356,635 related

  • Aldo Russo MD

    Director (Begin 1/23)

    Total calculated
    $0
    Hours/week
    1

  • Charles Daigle

    Director (Begin 1/23)

    Total calculated
    $0
    Hours/week
    1

  • Corwin Harper

    Director (Begin 1/23)

    Total calculated
    $0
    Hours/week
    1

  • John A Gillean

    Director

    Total calculated
    $0
    Hours/week
    1

  • Joyce Susan Njeri Mbataru

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael F Hulefeld

    Director (Term 12/22)

    Total calculated
    $0
    Hours/week
    1

  • Paul Generale

    Director

    Total calculated
    $6,829,509
    From this org
    $0
    From related orgs
    $4,949,474
    Other
    $1,880,035
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,429,327 related
    Bonus
    $0 + $2,160,000 related
    Other
    $0 + $360,147 related
    Deferred
    $0 + $1,869,933 related
    Nontaxable benefits
    $0 + $10,102 related
    Filer's total
    $0 + $6,829,509 related

  • Peter C November II

    Director (Term 12/22)

    Total calculated
    $0
    Hours/week
    1

  • Randy Safady

    Director

    Total calculated
    $7,000,611
    From this org
    $0
    From related orgs
    $5,478,118
    Other
    $1,522,493
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,906,939 related
    Bonus
    $0 + $2,565,000 related
    Other
    $0 + $6,179 related
    Deferred
    $0 + $1,513,147 related
    Nontaxable benefits
    $0 + $9,346 related
    Filer's total
    $0 + $7,000,611 related

  • Robert I Hart

    Director (Term 12/22)

    Total calculated
    $0
    Hours/week
    1

  • Vincent R Adolph

    Director

    Total calculated
    $0
    Hours/week
    1

  • Christopher Karam

    SR VP - REG CEO

    Total calculated
    $1,427,294
    From this org
    $0
    From related orgs
    $1,224,050
    Other
    $203,244
    Hours/week
    13 + 27 related

    Schedule J breakdown matched by us

    Base
    $0 + $841,150 related
    Bonus
    $0 + $382,900 related
    Other
    $0
    Deferred
    $0 + $193,553 related
    Nontaxable benefits
    $0 + $9,691 related
    Filer's total
    $0 + $1,427,294 related

  • Connie Coleman

    Regional Corporate Secretary (Begin 3/23)

    Total calculated
    $84,414
    From this org
    $0
    From related orgs
    $82,513
    Other
    $1,901
    Hours/week
    10 + 30 related

  • Kim M Kelsch

    Regional Corporate Secretary (Term 3/23)

    Total calculated
    $104,777
    From this org
    $0
    From related orgs
    $96,763
    Other
    $8,014
    Hours/week
    13 + 27 related

  • Nikki Martin

    Treasurer/CFO

    Total calculated
    $284,133
    From this org
    $0
    From related orgs
    $258,880
    Other
    $25,253
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $186,935 related
    Bonus
    $0 + $68,906 related
    Other
    $0 + $3,039 related
    Deferred
    $0 + $10,905 related
    Nontaxable benefits
    $0 + $14,348 related
    Filer's total
    $0 + $284,133 related

  • David Boudreaux

    Administrator Lake Area

    Total calculated
    $258,064
    From this org
    $0
    From related orgs
    $236,132
    Other
    $21,932
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $183,115 related
    Bonus
    $0 + $52,367 related
    Other
    $0 + $650 related
    Deferred
    $0 + $9,836 related
    Nontaxable benefits
    $0 + $12,096 related
    Filer's total
    $0 + $258,064 related

  • Felix Alaribe

    VP Mission Integration

    Total calculated
    $196,467
    From this org
    $0
    From related orgs
    $181,872
    Other
    $14,595
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $106,702 related
    Bonus
    $0 + $20,930 related
    Other
    $0 + $54,240 related
    Deferred
    $0 + $12,033 related
    Nontaxable benefits
    $0 + $2,562 related
    Filer's total
    $0 + $196,467 related

  • JAMES DAVIDSON

    COO

    Total calculated
    $484,613
    From this org
    $0
    From related orgs
    $419,156
    Other
    $65,457
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $310,606 related
    Bonus
    $0 + $108,525 related
    Other
    $0 + $25 related
    Deferred
    $0 + $50,842 related
    Nontaxable benefits
    $0 + $14,615 related
    Filer's total
    $0 + $484,613 related

  • Jane Rawls

    CNO

    Total calculated
    $283,309
    From this org
    $0
    From related orgs
    $270,859
    Other
    $12,450
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $200,233 related
    Bonus
    $0 + $70,626 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $12,450 related
    Filer's total
    $0 + $283,309 related

  • Timothy Haman MD

    Chief Medical Officer

    Total calculated
    $706,104
    From this org
    $0
    From related orgs
    $553,698
    Other
    $152,406
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $407,460 related
    Bonus
    $0 + $145,478 related
    Other
    $0 + $760 related
    Deferred
    $0 + $128,335 related
    Nontaxable benefits
    $0 + $24,071 related
    Filer's total
    $0 + $706,104 related

  • JANE M HARTMAN

    RN

    Total calculated
    $203,154
    From this org
    $193,416
    From related orgs
    $0
    Other
    $9,738
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $66,040
    Bonus
    $20,500
    Other
    $106,876
    Deferred
    $7,413
    Nontaxable benefits
    $2,325
    Filer's total
    $203,154

  • JERRIE A MONTICELLO

    RN

    Total calculated
    $209,157
    From this org
    $189,803
    From related orgs
    $0
    Other
    $19,354
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $65,625
    Bonus
    $500
    Other
    $123,678
    Deferred
    $8,006
    Nontaxable benefits
    $11,348
    Filer's total
    $209,157

  • JUDY L GOLEN

    RN

    Total calculated
    $260,113
    From this org
    $245,446
    From related orgs
    $0
    Other
    $14,667
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $110,995
    Bonus
    $10,500
    Other
    $123,951
    Deferred
    $9,860
    Nontaxable benefits
    $4,807
    Filer's total
    $260,113

  • MICHELLE D NGUYEN

    NURSE PRACTITIONER

    Total calculated
    $210,329
    From this org
    $194,746
    From related orgs
    $0
    Other
    $15,583
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $67,492
    Bonus
    $10,500
    Other
    $116,754
    Deferred
    $8,937
    Nontaxable benefits
    $6,646
    Filer's total
    $210,329

  • SHANNA THIBODEAUX

    DIRECTOR OF PHARMACY

    Total calculated
    $205,635
    From this org
    $192,142
    From related orgs
    $0
    Other
    $13,493
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,654
    Bonus
    $19,150
    Other
    $1,338
    Deferred
    $9,577
    Nontaxable benefits
    $3,916
    Filer's total
    $205,635

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
  • 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 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 BI-ANNUAL COMPENSATION SURVEY.
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.
Schedule J, Part II SUPPLEMENTAL COMPENSATION INFORMATION
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. OFFICERS, KEY EMPLOYEES AND HIGHEST PAID EMPLOYEES ARE FULL-TIME EMPLOYEES. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS.
Schedule J, Part II SUPPLEMENTAL COMPENSATION INFORMATION
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 PENISON RESTORATION PLAN.
Schedule J, Part II, Column (B)(ii) SUPPLEMENTAL COMPENSATION INFORMATION
THE BONUS AND INCENTIVE COMPENSATION REPORTED AS RELATED COMPENSATION WAS PAID TO THE FOLLOWING PERSONS BY CHRISTUS HEALTH, A RELATED ORGANIZATION OF THE FILING ENTITY: PAUL GENERALE, CHRISTOPHER KARAM, PAUL TREVINO, JAMES DAVIDSON, AND NIKKI MARTIN.
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 2022.
Schedule J, Part II, Column (C) DEFERRED COMPENSATION
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.

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
7 May 2024
IRS schema version
2022v5.0
Source object
202441289349303039

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