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← CHRISTUS NORTHEAST TEXAS AND NORTHERN LOUISIANA HEALTH SYSTEM C

Form 990 for tax year 2022

Filed by CHRISTUS NORTHEAST TEXAS AND NORTHERN LOUISIANA HEALTH SYSTEM C.

Totals

Total revenue
$37,088,828
Total expenses
$33,823,175
Contributions and grants received
$0
Grants paid
$55,020
Program service revenue
$27,056,401
Investment income
$300
Other revenue
$10,032,127
Total assets, end of year
$5,736,975
Total liabilities, end of year
$1,457,121
Net assets or fund balances, end of year
$4,279,854
Program services expenses (Part IX)
$23,377,236
Management and general expenses
$10,445,939
Fundraising expenses
$0
Program service expenses (Part III)
$23,377,236

Program services were 69.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JEFF PUCKETT

    DIRECTOR

    Total calculated
    $8,975,275
    From this org
    $0
    From related orgs
    $6,548,766
    Other
    $2,426,509
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    not reported + $3,121,353 related
    Bonus
    not reported + $2,702,700 related
    Other
    not reported + $724,713 related
    Deferred
    not reported + $2,412,440 related
    Nontaxable benefits
    not reported + $14,069 related
    Filer's total
    not reported + $8,975,275 related

  • CHRIS GLENNEY

    DIRECTOR / CEO

    Total calculated
    $1,849,968
    From this org
    $0
    From related orgs
    $1,403,929
    Other
    $446,039
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    not reported + $956,519 related
    Bonus
    not reported + $446,760 related
    Other
    not reported + $650 related
    Deferred
    not reported + $431,192 related
    Nontaxable benefits
    not reported + $14,847 related
    Filer's total
    not reported + $1,849,968 related

  • STEVEN KEUER MD

    Ex-Officio DIRECTOR

    Total calculated
    $1,520,254
    From this org
    $0
    From related orgs
    $1,293,582
    Other
    $226,672
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    not reported + $684,550 related
    Bonus
    not reported + $410,841 related
    Other
    not reported + $198,191 related
    Deferred
    not reported + $209,400 related
    Nontaxable benefits
    not reported + $17,272 related
    Filer's total
    not reported + $1,520,254 related

  • MARK ANDERSON MD

    DIRECTOR

    Total calculated
    $1,204,984
    From this org
    $0
    From related orgs
    $933,102
    Other
    $271,882
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    not reported + $683,470 related
    Bonus
    not reported + $249,632 related
    Other
    not reported
    Deferred
    not reported + $199,056 related
    Nontaxable benefits
    not reported + $72,826 related
    Filer's total
    not reported + $1,204,984 related

  • ELIZABETH PULLIAM

    VP/CFO (THRU 4/2023)

    Total calculated
    $683,185
    From this org
    $0
    From related orgs
    $585,994
    Other
    $97,191
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    not reported + $356,837 related
    Bonus
    not reported + $154,939 related
    Other
    not reported + $74,218 related
    Deferred
    not reported + $89,333 related
    Nontaxable benefits
    not reported + $7,858 related
    Filer's total
    not reported + $683,185 related

  • SCOTT SMITH MD

    DIRECTOR (THRU 11/2021)

    Total calculated
    $644,620
    From this org
    $0
    From related orgs
    $621,000
    Other
    $23,620
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $310,500 related
    Bonus
    not reported
    Other
    not reported + $310,500 related
    Deferred
    not reported + $7,444 related
    Nontaxable benefits
    not reported + $16,176 related
    Filer's total
    not reported + $644,620 related

  • BRIAN D MATSON

    VP, STRATEGY-BUS DEVELOPMENT

    Total calculated
    $566,316
    From this org
    $0
    From related orgs
    $471,082
    Other
    $95,234
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $305,639 related
    Bonus
    not reported + $116,345 related
    Other
    not reported + $49,098 related
    Deferred
    not reported + $60,043 related
    Nontaxable benefits
    not reported + $35,191 related
    Filer's total
    not reported + $566,316 related

  • SHELLY WELCH

    CNO

    Total calculated
    $527,853
    From this org
    $0
    From related orgs
    $479,028
    Other
    $48,825
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $315,639 related
    Bonus
    not reported + $116,021 related
    Other
    not reported + $47,368 related
    Deferred
    not reported + $39,636 related
    Nontaxable benefits
    not reported + $9,189 related
    Filer's total
    not reported + $527,853 related

  • ANDRIA CARDINALLI-STEIN MD

    DIRECTOR

    Total calculated
    $488,706
    From this org
    $0
    From related orgs
    $476,506
    Other
    $12,200
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    not reported + $381,926 related
    Bonus
    not reported + $94,130 related
    Other
    not reported + $450 related
    Deferred
    not reported + $12,200 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $488,706 related

  • SCOTT FOSSEY

    VP OF DEVELOPMENT

    Total calculated
    $482,154
    From this org
    $0
    From related orgs
    $442,851
    Other
    $39,303
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    not reported + $325,194 related
    Bonus
    not reported + $116,707 related
    Other
    not reported + $950 related
    Deferred
    not reported + $17,800 related
    Nontaxable benefits
    not reported + $21,503 related
    Filer's total
    not reported + $482,154 related

  • JACLYNN HARRISON

    VP/CFO (AS OF 04/2023)

    Total calculated
    $468,973
    From this org
    $0
    From related orgs
    $406,579
    Other
    $62,394
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    not reported + $269,549 related
    Bonus
    not reported + $136,350 related
    Other
    not reported + $680 related
    Deferred
    not reported + $51,346 related
    Nontaxable benefits
    not reported + $11,048 related
    Filer's total
    not reported + $468,973 related

  • ALI BIRJANDI

    VP PERFORMANCE IMPROVEMENT

    Total calculated
    $455,649
    From this org
    $0
    From related orgs
    $406,042
    Other
    $49,607
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $293,893 related
    Bonus
    not reported + $111,499 related
    Other
    not reported + $650 related
    Deferred
    not reported + $32,701 related
    Nontaxable benefits
    not reported + $16,906 related
    Filer's total
    not reported + $455,649 related

  • Andy Navarro

    VP Mission Integration

    Total calculated
    $435,050
    From this org
    $0
    From related orgs
    $343,850
    Other
    $91,200
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    not reported + $258,399 related
    Bonus
    not reported + $84,801 related
    Other
    not reported + $650 related
    Deferred
    not reported + $73,817 related
    Nontaxable benefits
    not reported + $17,383 related
    Filer's total
    not reported + $435,050 related

  • BRANDY MOORE

    VP/COO

    Total calculated
    $383,860
    From this org
    $0
    From related orgs
    $327,389
    Other
    $56,471
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $239,524 related
    Bonus
    not reported + $87,856 related
    Other
    not reported + $9 related
    Deferred
    not reported + $38,799 related
    Nontaxable benefits
    not reported + $17,672 related
    Filer's total
    not reported + $383,860 related

  • MARY ELIZABETH JACKSON

    VP ADVOCACY - GOVT AFFAIRS

    Total calculated
    $338,277
    From this org
    $0
    From related orgs
    $321,789
    Other
    $16,488
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $238,190 related
    Bonus
    not reported + $82,949 related
    Other
    not reported + $650 related
    Deferred
    not reported + $12,200 related
    Nontaxable benefits
    not reported + $4,288 related
    Filer's total
    not reported + $338,277 related

  • ELIZABETH MADDOX

    VP HUMAN RESOURCES

    Total calculated
    $312,787
    From this org
    $0
    From related orgs
    $263,321
    Other
    $49,466
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $188,906 related
    Bonus
    not reported + $73,590 related
    Other
    not reported + $825 related
    Deferred
    not reported + $35,639 related
    Nontaxable benefits
    not reported + $13,827 related
    Filer's total
    not reported + $312,787 related

  • BECKY WESTERN

    ASSOCIATE CIO

    Total calculated
    $261,325
    From this org
    $0
    From related orgs
    $248,919
    Other
    $12,406
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $185,055 related
    Bonus
    not reported + $56,308 related
    Other
    not reported + $7,556 related
    Deferred
    not reported + $10,049 related
    Nontaxable benefits
    not reported + $2,357 related
    Filer's total
    not reported + $261,325 related

  • SISTER ROSANNE POPP MD

    DIRECTOR

    Total calculated
    $234,651
    From this org
    $0
    From related orgs
    $231,979
    Other
    $2,672
    Hours/week
    4

    Schedule J breakdown matched by us

    Base
    not reported + $209,945 related
    Bonus
    not reported + $3,500 related
    Other
    not reported + $18,534 related
    Deferred
    not reported + $317 related
    Nontaxable benefits
    not reported + $2,355 related
    Filer's total
    not reported + $234,651 related

  • JENNIFER COLLIER

    VP Revenue Cycle

    Total calculated
    $131,163
    From this org
    $0
    From related orgs
    $70,299
    Other
    $60,864
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $69,777 related
    Bonus
    not reported
    Other
    not reported + $522 related
    Deferred
    not reported + $2,976 related
    Nontaxable benefits
    not reported + $57,888 related
    Filer's total
    not reported + $131,163 related

  • AMANDA SMITH

    CORP SECRETARY

    Total calculated
    $58,961
    From this org
    $0
    From related orgs
    $48,820
    Other
    $10,141
    Hours/week
    20 + 20 related

  • BILL CHEN PhD

    DIRECTOR

    Total calculated
    $19,699
    From this org
    $0
    From related orgs
    $19,699
    Other
    $0
    Hours/week
    1 + 10 related

  • DICK STONE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    16 + 24 related

  • FRED HARRIS JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    14 + 26 related

  • JOE BOB BURGIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    8 + 32 related

  • JOE BOB JOYCE

    DIRECTOR (THRU 12/2022)

    Total calculated
    $0
    Hours/week
    8 + 32 related

  • MICHAEL HALLUM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    8 + 32 related

  • PRESTON SMITH

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    16 + 24 related

  • RANDY CHILDRESS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    8 + 32 related

  • SHANNON DACUS

    DIRECTOR/VICE-CHAIR

    Total calculated
    $0
    Hours/week
    8 + 32 related

  • SONJA YATES HUBBARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    8 + 32 related

  • Sister Guadalupe Ruiz

    Director

    Total calculated
    $0
    Hours/week
    8 + 32 related

  • JEB JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10 + 30 related

  • JEAN COLEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    12 + 28 related

  • SISTER RITA FANNING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    8 + 32 related

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 · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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)

RELATED ORG DETERMINING CEO/EXECUTIVE DIRECTOR'S COMPENSATION
FORM 990, SCHEDULE J, PART I, LINE 3 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 A BI-ANNUAL COMPENSATION SURVEY.
SUPPLEMENTAL COMPENSATION INFORMATION
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. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS.
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 INFORMATION
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 CALENDER 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.
Supplemental Compensation Infomation
Form 990, part VII, Section A and Schedule J, Part II The bonus and incentive compensation reported as related compensation was paid by Christus Health, A related organization of the filing entity
SEVERANCE
FORM 990, SCHEDULE J, PART I, LINE 4A THE FOLLOWING PERSONS RECEIVED SEVERANCE PAYMENTS DURING 2021: SCOTT SMITH $300,000
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. 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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
6 May 2024
IRS schema version
2022v5.0
Source object
202441289349302619

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