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← CHRISTUS SANTA ROSA-SAN MARCOS FOUNDATION

Form 990 for tax year 2022

Filed by CHRISTUS SANTA ROSA-SAN MARCOS FOUNDATION.

Totals

Total revenue
$211,839
Total expenses
$157,581
Contributions and grants received
$155,108
Grants paid
$2,500
Program service revenue
$0
Investment income
$265
Other revenue
$56,466
Total assets, end of year
$650,257
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$650,257
Program services expenses (Part IX)
$2,500
Management and general expenses
$140,656
Fundraising expenses
$14,425
Program service expenses (Part III)
$2,500

Program services were 1.6% 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.

  • 1c · Fundraising events

    $20,608

  • 1d · Related organizations

    $15,000

  • 1f · All other contributions, gifts and grants

    $119,500

  • 3 · Investment income

    total $265 · excluded $265

  • 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

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $146,707

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

    $20,608

  • 8b · Fundraising events: direct expenses

    $90,241

  • 8c · Net income from fundraising events

    total $56,466 · excluded $56,466

  • 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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $2,500 · program services $2,500

  • 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 $116,380 · management and general $116,380

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $6,438 · management and general $6,438

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 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 $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $17,416 · management and general $17,416

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: BANK FEES

    total $422 · management and general $422

  • 24b · Other expenses: SUPPLIES

    total $1,673 · fundraising $1,673

  • 24c · Other expenses: MISCELLANEOUS EXPENSES

    total $12,596 · fundraising $12,596

  • 24d · Other expenses: BUSINESS MEALS

    total $156 · fundraising $156

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $506,871 · end of year $650,257

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 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 $0 · end of year $0

  • 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 $0 · end of year $0

  • 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 $0 · end of year $0

  • 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 $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $118,836 · end of year $250,500

  • 28 · Net assets with donor restrictions

    beginning of year $388,035 · end of year $399,757

Mission and programs · 2022

Mission

SUPPORT CHRISTUS SANTA ROSA HOSPITAL SAN MARCOS THROUGH THE PROMOTION OF PHILANTHROPY AND GOODWILL.

Activities or mission (Part I)

FUNDRAISING FOR TAX-EXEMPT HOSPITAL ORGANIZATION

  • FUNDRAISING TO PROVIDE SUPPORT TO CHRISTUS SANTA ROSA HOSPITAL SAN MARCOS FOR EXPANSION, SPECIFIC EQUIPMENT, HOSPICE SUPPORT AND NURSE SUPPORT.

    Expenses $2,500 · Grants $2,500

As filed on the 2022 return.

Listed in Part VII

  • Thomas McKinney

    PRES CSR HOSP. (THRU 06/2023)

    Total calculated
    $567,032
    From this org
    $0
    From related orgs
    $462,885
    Other
    $104,147
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $335,909 related
    Bonus
    not reported + $113,725 related
    Other
    not reported + $13,251 related
    Deferred
    not reported + $87,823 related
    Nontaxable benefits
    not reported + $16,324 related
    Filer's total
    not reported + $567,032 related

  • Jerilyn Miller

    EXECUTIVE DIRECTOR

    Total calculated
    $124,736
    From this org
    $0
    From related orgs
    $116,380
    Other
    $8,356
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $96,832 related
    Bonus
    not reported + $19,068 related
    Other
    not reported + $480 related
    Deferred
    not reported + $4,697 related
    Nontaxable benefits
    not reported + $3,659 related
    Filer's total
    not reported + $124,736 related

  • 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

  • David Case

    DIRECTOR (THRU 9/2022)

    Total calculated
    $0
    Hours/week
    1

  • John Navarrette

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Scott Yarbrough

    PAST CHAIRMAN

    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

  • Bill Taylor

    DIRECTOR (THRU 7/2022)

    Total calculated
    $0
    Hours/week
    1

  • Lance Winter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pablo Zuniga

    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

  • 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 2022.
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. 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

No itemized grants to organizations 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.

  • NEW BRAUNFELS SURGICAL CENTER LLC

    HLTHCARE SVC · TX

    Directly controlled by CSRHCC

  • CHRISTUS SANTA ROSA OUTPATIENT SURGERY

    HLTHCARE SVC · TX

    Directly controlled by CSRHCC

  • CHRISTUS SR AMBULATORY SURGERY CTRS - SA

    HLTHCARE SVC · TX

    Directly controlled by CSRHCC

  • ALAMO HEIGHTS SURGICAL GP

    HLTHCARE SVC · TX

    Directly controlled by CSRHCC

  • SAN MARCOS MRI LP

    HLTHCARE SVC · TX

    Directly controlled by CSRHCC

Related corporations and trusts

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

  • CENTRAL TEXAS PROVIDERS NETWORK

    C CORP · HEALTHCARE SVS · TX · controlled entity

    Directly controlled by CTHC

  • SAN MARCOS REGIONAL MRI

    C CORP · HOLDING COMPANY · TX · controlled entity

    Directly controlled by CTHC

  • CENTRAL TEXAS HEALTHCARE COLLABORATIVE

    C CORP · SUPPORT · TX · controlled entity

    Directly controlled by CSRHCC

Provenance

Return type
form_990
Tax year
2022
Filed
6 May 2024
IRS schema version
2022v5.0
Source object
202421299349301447

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