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← CHRISTUS SANTA ROSA-SAN MARCOS FOUNDATION

Form 990 for tax year 2023

Filed by CHRISTUS SANTA ROSA-SAN MARCOS FOUNDATION.

Totals

Total revenue
$1,294,770
Total expenses
$253,528
Contributions and grants received
$1,301,524
Grants paid
$91,117
Program services expenses (Part IX)
$91,117
Management and general expenses
$128,030
Fundraising expenses
$34,381
Program service expenses (Part III)
$91,117

Program services were 35.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEVE CHEN

    CFO

    Total calculated
    $691,900
    From this org
    $0
    From related orgs
    $569,369
    Other
    $122,531
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $396,077 related
    Bonus
    not reported + $173,292 related
    Other
    not reported
    Deferred
    not reported + $107,482 related
    Nontaxable benefits
    not reported + $15,049 related
    Filer's total
    not reported + $691,900 related

  • THOMAS MCKINNEY

    PRES CSR HOSP. (THRU 06/2023)

    Total calculated
    $255,189
    From this org
    $0
    From related orgs
    $215,609
    Other
    $39,580
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $179,194 related
    Bonus
    not reported
    Other
    not reported + $36,415 related
    Deferred
    not reported + $26,920 related
    Nontaxable benefits
    not reported + $12,660 related
    Filer's total
    not reported + $255,189 related

  • JERILYN MILLER

    EXECUTIVE DIRECTOR

    Total calculated
    $125,097
    From this org
    $0
    From related orgs
    $108,181
    Other
    $16,916
    Hours/week
    40

  • COREY CAROTHERS DDS

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • WAYNE BECAK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BARRIE BREED

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN NAVARRETTE

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • SCOTT YARBROUGH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SHANE FRASER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GLORIA INGRAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HOLLY MORRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JON MAZURSKY MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEN STRANGE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LANCE WINTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PABLO ZUNIGA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN SCHAWE

    DIRECTOR (AS OF 8/2023)

    Total calculated
    $0
    Hours/week
    1

  • ALFONSO SIFUENTES

    DIRECTOR (AS OF 8/2023)

    Total calculated
    $0
    Hours/week
    1

  • AMY STANFIELD

    DIRECTOR (AS OF 01/2024)

    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 — 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

  • 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.
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
FORM 990, SCHEDULE J, PART I, LINE 4B DEFERRED COMPENSATION INCLUDES EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RENTENTION PLAN, AND PENSION RESTORATION PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT PENSION RESTORATION PLAN AT 6% OF PENSIONABLE EARNING 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 RENTENTION PLAN, AS THE PROTECTED BENEFIT IS ALREADY EQUAL TO OR BETTER THAN CURRENT MARKET.
W2 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.
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 2023.
DEFERRED COMPENSATION
FORM 990, SCHEDULE J, PART II, COLUMN C DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTION TO 403(B) MATCHED SAVINGS 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 ARE 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 GRANFATHERED 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
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202521339349305377

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