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Nonprofiteer
← CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION

Form 990 for tax year 2022

Filed by CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION.

Totals

Total revenue
$5,700,513
Total expenses
$1,934,350
Contributions and grants received
$5,092,551
Grants paid
$927,393
Program services expenses (Part IX)
$988,801
Management and general expenses
$3
Fundraising expenses
$945,546
Program service expenses (Part III)
$988,801

Program services were 51.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • OSBERT BLOW

    DIRECTOR (THRU 12/2017)

    Total calculated
    $1,113,602
    From this org
    $0
    From related orgs
    $969,384
    Other
    $144,218
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $704,125 related
    Bonus
    not reported + $264,609 related
    Other
    not reported + $650 related
    Deferred
    not reported + $125,201 related
    Nontaxable benefits
    not reported + $19,017 related
    Filer's total
    not reported + $1,113,602 related

  • Patricia ACano

    Foundation VP Philanthropy

    Total calculated
    $211,402
    From this org
    $0
    From related orgs
    $196,857
    Other
    $14,545
    Hours/week
    14 + 26 related

    Schedule J breakdown matched by us

    Base
    not reported + $150,425 related
    Bonus
    not reported + $46,432 related
    Other
    not reported
    Deferred
    not reported + $7,969 related
    Nontaxable benefits
    not reported + $6,576 related
    Filer's total
    not reported + $211,402 related

  • ROBERT T CUEVAS

    AT LARGE MEMBER

    Total calculated
    $0
    Hours/week
    10

  • REGINA GARCIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Linda K Jordan

    Director

    Total calculated
    $0
    Hours/week
    0

  • Leslie McClanahan

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    14

  • Elizabeth Susser

    Director

    Total calculated
    $0
    Hours/week
    8

  • ALLISON WEBSTER

    SECRETARY (THRU 12/2022)

    Total calculated
    $0
    Hours/week
    16

  • CAROL MCCLAUGHLIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    8

  • GREGG ROBERTSON

    CHAIR PERSON

    Total calculated
    $0
    Hours/week
    10

  • JOHN P JACKSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    14

  • JORDAN ANDERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JUDY K LONG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • RICHARD T THOMAS

    TREASURER

    Total calculated
    $0
    Hours/week
    14

  • KATHLEEN WHITE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    14

  • BILL COLSTON JR

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    18

  • TREY MCCAMPBELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • BLAIRE B TURNBULL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BRAD WOMACK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6 + 20 related

  • GREGG SILVERMAN MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • JANET HERBST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MATT N ADLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • PHYLLIS ROSEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • RAJAN AHUJA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • RICHARD LESHIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Karen Urban

    Director

    Total calculated
    $0
    Hours/week
    0

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

  • 3 · Compensation committee
  • 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)

PARTICIPATE/RECEIVE PMT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
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. THE EXECUTIVE DIRECTOR IS A FULL-TIME EMPLOYEE. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS.
RELATED ORG DETERMINING PRESIDENT/EXECUTIVE DIRECTOR'S COMPENSATION
FORM 990, SCHEDULE J, PART I, LINE 3 THE FILING ORGANIZATION'S PRESIDENT/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 PRESIDENT/EXECUTIVE DIRECTOR COMPENSATION. CHRISTUS HEALTH USES AN EXECUTIVE COMPENSATION COMMITTEE TO ESTABLISH AND APPROVE THE COMPENSATION OF THE FILING ORGANIZATION'S PRESIDENT/EXECUTIVE DIRECTOR. THIS COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT WHO PERFORMS BI-ANNUAL COMPENSATION SURVEY.
DEFERRED COMPENSATION
FORM 990, SCHEDULE J, PART I, LINE 4B 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.
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 INFORAMTION
FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II THE BONUS AND INCENTIVE COMPENSATION REPORTED AS RELATED COMPENSATION WAS PAID TO THE FOLLOWING PERSON BY CHRISTUS HEALTH, A RELATED ORGANIZATION OF THE FILING ENTITY: PATRICIA CANO, OSBERT BLOW. 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 CALENDAR YEAR 2022.
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.

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
6 May 2024
IRS schema version
2022v5.0
Source object
202411289349300036

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