Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2011 and ending 06-30-2012
BCheck if applicable:
CName of organization
CHRISTUS HEALTH
 
Doing Business As
SEE SCHEDULE O
 
Number and street (or P.O. box if mail is not delivered to street address)
919 Hidden Ridge Drive
 
Room/suite
City or town, state or country, and ZIP + 4
Irving, TX75038
D Employer identification number

76-0590551
E Telephone number

G Gross receipts $ 886,756,954
F Name and address of principal officer:
Ernie Sadau
919 HIDDEN RIDGE DRIVE
Irving,TX75038
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.christushealth.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet0928
K Form of organization:
 
L Year of formation: 1999
M State of legal domicile: TX
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: SUPPORTING THE HEALTH CARE MINISTRIES OF THE SPONSORING CONGREGATIONS IN EXTENDING THE HEALING MINISTRY OF JESUS CHRIST IN CONFORMITY WITH THE ETHICAL AND MORAL TEACHINGS OF THE ROMAN CATHOLIC CHURCH.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 14
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 13
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 2,024
6 Total number of volunteers (estimate if necessary) .... 6 206
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 1,122,268
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b -55,544
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 257,890 3,016,026
9 Program service revenue (Part VIII, line 2g) ......... 405,975,609 468,328,626
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 88,646,444 63,977,912
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 3,399,900 3,576,857
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 498,279,843 538,899,421
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 10,657,645 5,784,122
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 108,172,614 123,111,268
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 376,465,417 402,065,144
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 495,295,676 530,960,534
19 Revenue less expenses. Subtract line 18 from line 12....... 2,984,167 7,938,887
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 2,964,448,887 2,840,593,115
21 Total liabilities (Part X, line 26)............. 2,642,659,527 2,765,609,486
22 Net assets or fund balances. Subtract line 21 from line 20..... 321,789,360 74,983,629
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, EDUCATIONAL AND RELIGIOUS PURPOSES OF ADVANCING, PROMOTING AND SUPPORTING THE HEALTH CARE MINISTRIES OF THE SPONSORING CONGREGATIONS WHICH OPERATE AND ARE CONTROLLED IN CONFORMITY WITH THE ETHICAL AND MORAL TEACHINGS OF THE ROMAN CATHOLIC CHURCH, AND PROMOTING EFFICIENT GOVERNANCE AND MANAGEMENT, COOPERATIVE PLANNING AND THE SHARING OF RESOURCES AMONG SUCH HEALTH CARE MINISTRIES. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, THE CORPORATION'S MISSION SHALL BE TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST, AND CONSISTENT THEREWITH, SHALL OPERATE ACCORDING TO THE DOCTRINES, RESOLUTIONS, DECREES AND ETHICAL PRINCIPLES OF THE SPONSORING CONGREGATIONS, AND THE ETHICAL AND RELIGIOUS DIRECTORS FOR CATHOLIC HEALTH CARE SERVICES AS PROMULGATED OR AMENDED FROM TIME TO TIME BY THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS. IT IS ALSO A PURPOSE OF THE CORPORATION TO AID, LEND FINANCIAL SUPPORT AND AS
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 159,446,634 including grants of $ 0 ) (Revenue $ 302,192,317 )
COMMITMENT TO BENEFITING OUR COMMUNITIES CHRISTUS HEALTH WAS FORMED IN 1999 TO STRENGTHEN THE 147 YEAR-OLD, FAITH-BASED HEALTH CARE MINISTRIES OF THE CONGREGATIONS OF THE SISTERS OF CHARITY OF THE INCARNATE WORD OF HOUSTON AND SAN ANTONIO. FOUNDED WITH THE MISSION "TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST," CHRISTUS HEALTH REACHES OUT TO, AND BEYOND, THE MORE THAN 60 COMMUNITIES WE SERVE TO HELP THOSE IN NEED. THE VISION OF CHRISTUS HEALTH AS A CATHOLIC, FAITH-BASED MINISTRY, IS TO BE A LEADER, A PARTNER AND ADVOCATE IN THE CREATION OF INNOVATIVE HEALTH AND WELLNESS SOLUTIONS THAT IMPROVE THE LIVES OF INDIVIDUALS AND COMMUNITIES SO THAT ALL MAY EXPERIENCE GOD'S HEALING PRESENCE AND LOVE. CHRISTUS HEALTH RESPONDS TO HEALTH CARE NEEDS THROUGH SERVICES PROVIDED IN MORE THAN 350 FACILITIES, INCLUDING MORE THAN 60 HOSPITALS AND LONG-TERM CARE FACILITIES, 175 CLINICS AND OUTPATIENT CENTERS AND DOZENS OF OTHER HEALTH MINISTRIES AND VENTURES. CHRISTUS SERVICES ARE FOUND IN 60 CITIES IN TEXAS, ARKANSAS, IOWA, LOUISIANA, MISSOURI, GEORGIA, NEW MEXICO AND UTAH IN THE U.S. AND CHIHUAHUA, COAHUILA, NUEVO LEN, PUEBLA, SAN LUIS POTOSI AND TAMAULIPAS IN MEXICO. WHILE SPECIFIC PROGRAMS AND SERVICES DIFFER FROM FACILITY TO FACILITY TO MEET COMMUNITY NEEDS, EACH OF OUR HEALTH CARE ENTITIES HAS THE SAME OBJECTIVE -- TO FULFILL OUR MISSION OF EXTENDING THE HEALING MINISTRY OF JESUS CHRIST, WHICH INCLUDES LEADING THE WAY TO A HEALTHIER COMMUNITY. CHRISTUS HEALTH PROVIDES VARIOUS ADMINISTRATIVE SERVICES TO THE CHRISTUS REGIONS, INCLUDING EMPLOYEE BENEFITS, WELFARE BENEFITS, COLLECTION SERVICES, COMPUTER SERVICES, INSURANCE, EQUIPMENT MAINTENANCE AND OTHER BUSINESS OFFICE SERVICES. COMBINED, THE CHRISTUS HEALTH SERVICE AREA COMPRISES A POPULATION OF APPROXIMATELY 12,946,796. IN FISCAL YEAR 2012 ALONE, WE WERE PRIVILEGED TO SERVE MANY MEMBERS OF OUR COMMUNITIES IN VARIOUS WAYS, INCLUDING 779,953 VISITS TO OUR EMERGENCY DEPARTMENTS; 46,928 INPATIENT SURGERY PROCEDURES; 89,045 OUTPATIENT SURGERY PROCEDURES; 177,645 PATIENTS ADMITTED TO OUR HOSPITALS FOR CARE; AND 2,156,173 PATIENTS WHO RECEIVED OUTPATIENT CARE AT OUR FACILITIES. TOUCHING THE LIVES OF THE PEOPLE AROUND US IS WHAT MAKES CHRISTUS HEALTH STAND APART. ALLOWING OTHERS TO TOUCH US GIVES CHRISTUS HEALTH A VISION FOR THE MEDICALLY NEEDY IN EACH OF THE COMMUNITIES WE SERVE. WHETHER IT IS THE LIFE OF A CHILD EXPECTING A FUTURE FILLED WITH MIRACLES, THE LIFE OF A MAN IN NEED OF A CRITICAL HEART SURGERY, OR THE LIFE OF A WOMAN ABOUT TO GIVE BIRTH, CHRISTUS HEALTH'S HOSPITALS, CLINICS AND VARIOUS OTHER HEALTH CARE SERVICES PROVIDE THE BEST CARE POSSIBLE REGARDLESS OF AN INDIVIDUAL'S ABILITY TO PAY. BY COLLABORATING WITH COMMUNITIES, CHURCHES, BUSINESSES AND OTHER HEALTH CARE ORGANIZATIONS, CHRISTUS HEALTH'S VARIOUS ENTITIES HAVE STRENGTHENED THEIR ROLES AS MAJOR PROVIDERS OF COMPREHENSIVE AND ACCESSIBLE HEALTH CARE SERVICES. THESE PARTNERSHIPS WITHIN THE COMMUNITY HAVE BEEN A BLESSING BY HELPING CHRISTUS CARE FOR THOSE IN NEED. FURTHERMORE, INVESTMENT IN COMMUNITY SERVICES WOULD NOT BE POSSIBLE WITHOUT OUR DEDICATED EMPLOYEES AND VOLUNTEERS. THEY HELP TO BUILD STRONG RELATIONSHIPS BETWEEN THE HOSPITALS AND OTHER HEALTH CARE MINISTRIES AND THE COMMUNITIES, NURTURING CHRISTUS' MISSION TO MEET THE NEEDS OF AND MAKE A DIFFERENCE IN THE LIVES OF OTHERS. OUR EMPLOYEES WORK BOTH INSIDE AND OUTSIDE THE WALLS OF OUR HEALTH CARE FACILITIES AND ARE COMMITTED TO REACHING BEYOND THE TRADITIONAL HOSPITAL WALLS TO HELP OUR COMMUNITIES MAINTAIN GOOD HEALTH. UNDERSTANDING THE NEED TO PROVIDE ACCESS TO HEALTH CARE TO AS MUCH OF OUR PUBLIC AS POSSIBLE, CHRISTUS HEALTH PARTICIPATES IN GOVERNMENT-SPONSORED HEALTH CARE PROGRAMS INCLUDING MEDICAID, MEDICARE, CHAMPUS, TRICARE AND OTHERS. IN ADDITION, WE OFFER SPECIFIC PROGRAMS TO PROVIDE A DISCOUNT ON IMPORTANT SERVICES PROVIDED TO THOSE IN NEED WHO DO NOT HAVE MEDICAL INSURANCE OR WHO DO NOT PARTICIPATE IN GOVERNMENT-SPONSORED PROGRAMS. CHRISTUS HEALTH PROVIDES A RANGE OF INPATIENT AND OUTPATIENT SERVICES TO MEET THE NEEDS OF THE COMMUNITIES WE SERVE. WE CONDUCT OUR ACTIVITIES AND PROVIDE HEALTH CARE WITHOUT REGARD TO RACE, COLOR, CREED, RELIGION, GENDER, ORIENTATION, DISABILITY, AGE OR NATIONAL ORIGIN. PARTICULAR HEALTH CARE SERVICES VARY BY MARKET AND ARE BASED ON THE NEEDS OF EACH PARTICULAR COMMUNITY. OUR SERVICES RANGE FROM THE MOST SOPHISTICATED RESEARCH AND BREAKTHROUGH MEDICAL TECHNOLOGY SERVICES TO MUCH-NEEDED PRIMARY CARE. EACH OF OUR ACUTE CARE HOSPITALS PROVIDES AN EMERGENCY ROOM THAT IS OPEN TO SERVE ALL THOSE IN NEED OF EMERGENT CARE, REGARDLESS OF THEIR ABILITY TO PAY. CHRISTUS ALSO SUPPORTS MANY LOCAL COMMUNITY HEALTH SERVICES. IN ADDITION, MANY OF OUR HOSPITALS ARE ENGAGED IN RESEARCH AND CLINICAL TRIALS TO ADVANCE CARE AND PROVIDE CURES FOR CERTAIN DISEASES, AND SOME CHRISTUS HOSPITALS HOST GRADUATE MEDICAL EDUCATION PROGRAMS THAT TRAIN FUTURE HEALTH CARE PROVIDERS AND LEADERS INCLUDING NURSES, PHYSICIANS AND VARIOUS ALLIED HEALTH PROFESSIONALS. AS A NOT-FOR-PROFIT ORGANIZATION, A GOVERNING BOARD COMPRISED LARGELY OF INDEPENDENT PROFESSIONALS WHO HELP SHAPE THE STRATEGIES AND POLICIES OF OUR HEALTH SYSTEM GUIDES CHRISTUS HEALTH. IN ADDITION, A BOARD OF INDEPENDENT COMMUNITY MEMBERS REPRESENTING THE AREA WE SERVE GOVERNS EACH OF OUR HEALTH CARE ENTITIES. WE ARE PRIVILEGED TO HAVE OPEN MEDICAL STAFFS IN EACH OF OUR HOSPITALS AND CLINICS COMPRISED OF QUALIFIED PHYSICIANS WHO WORK WITH US TO PROVIDE CARE TO OUR COMMUNITIES. ALL QUALIFIED PHYSICIANS WHO ARE GRANTED PRIVILEGES TO SERVE IN OUR HOSPITALS MUST UNDERGO A THOROUGH AND COMPREHENSIVE CREDENTIALING PROCESS.
4b (Code:   ) (Expenses $ 153,907,541 including grants of $ 0 ) (Revenue $ 166,136,309 )
OTHER GOVERNMENT SERVICES IN ADDITION TO THE PROVISION OF CHARITY CARE AND OTHER COMMUNITY SERVICES, CHRISTUS HEALTH PROVIDES SERVICES TO PERSONS COVERED UNDER GOVERNMENT-SPONSORED PROGRAMS INCLUDING MEDICARE, DEPARTMENT OF DEFENSE (DOD) AND TRICARE. THE UNREIMBURSED COSTS OF THESE SERVICES ARE REPORTED TO THE STATE OF TEXAS BUT ARE NOT INCLUDED IN REPORTS PREPARED FOLLOWING CATHOLIC HEALTH ASSOCIATION GUIDELINES. CHRISTUS HEALTH PROVIDES SERVICES TO PERSONS COVERED UNDER THE FEDERAL MEDICARE PROGRAM, AND IN FACT, THIS IS THE LARGEST SINGLE PAYOR CLASSIFICATION OF PATIENTS SERVED BY THIS HEALTH SYSTEM. THE PAYMENT RATE FOR INPATIENT SERVICES IS ON A PER-CASE RATE, CALCULATED BASED ON THE DIAGNOSTIC-RELATED GROUP (DRG) INTO WHICH THE PATIENT IS CATEGORIZED. OUTPATIENT SERVICES ARE REIMBURSED BY MEDICARE BASED ON THEIR FEE SCHEDULE. CHRISTUS HEALTH DBA US FAMILY HEALTH PLAN ALSO PROVIDES THE UNIFORM MEDICAL BENEFIT FOR 11,142 MILITARY FAMILY MEMBERS UNDER CONTRACT WITH THE DOD. UNDER THIS PROGRAM, COMPREHENSIVE MEDICAL SERVICES ARE PROVIDED TO FAMILIES OF ACTIVE DUTY MILITARY PERSONNEL AND TO RETIREES AND THEIR FAMILIES IN ALL AGE CATEGORIES INCLUDING THOSE OVER AGE 65. CHRISTUS HEALTH ALSO PARTICIPATES IN THE TRICARE STANDARD PROGRAM, AND MANY OF OUR HOSPITALS CONTRACT WITH THE MANAGED CARE SUPPORT CONTRACTOR FOR THE SOUTH REGION TO PROVIDE SERVICES UNDER THE PROVISION OF TRICARE PRIME.
4c (Code:   ) (Expenses $ 5,016,689 including grants of $ 4,710,920 ) (Revenue $ 0 )
COMMUNITY SERVICES FOR THE BROADER COMMUNITY THE GREATEST SHARE OF THESE EXPENSES IS FOR EDUCATING HEALTH PROFESSIONALS. HELPING TO PREPARE FUTURE HEALTH CARE PROFESSIONALS IS A DISTINGUISHING CHARACTERISTIC OF NOT-FOR-PROFIT HEALTH CARE AND CONSTITUTES A SIGNIFICANT COMMUNITY BENEFIT. CHRISTUS HEALTH ALSO USED CASH DONATIONS AS A VEHICLE TO HELP OUR COMMUNITIES. WE MADE CASH DONATIONS IN ADDITION TO GRANTS AWARDED THROUGH THE CHRISTUS FUND TO SUPPORT CAUSES LIKE THE FIGHT AGAINST CANCER, PROVISION OF A CONTINUUM OF CARE FOR THE ELDERLY AND THOSE WITH HIV/AIDS AND FOR MANY OTHER EQUALLY WORTHY PURPOSES. DURING FY 2012, CHRISTUS HEALTH ADVOCATED FOR IMPROVING PUBLIC POLICIES, WORKING TO ESTABLISH, AND IN SOME INSTANCES AUGMENT, GRASSROOTS ADVOCACY AND GREATER ACCESS TO HEALTH CARE SERVICES FOR THE CONSTITUENTS WE SERVE.
4d Other program services (Describe in Schedule O.)
(Expenses $ 1,079,702 including grants of $ 1,073,202 ) (Revenue $ 0 )
4e Total program service expensesMediumBullet$ 319,450,566
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part IIIClick to see attachment........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
 
No
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
Yes
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II......................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
4,585
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
2,024
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ , MX
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
14
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
13
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
KIM REYNOLDS
919 HIDDEN RIDGE DRIVE
IRVING,TX75038
(469) 282-2103
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Father Charles E Bouchard
Director
 1.0 X           0 0 0
(2) Cheryl D Alston
Director (Effective 1/1/12)
 1.0 X           0 0 0
(3) Richard L Clarke
Director
 1.0 X           759 0 0
(4) Sister Kathleen Coughlin
Director
 1.0 X           0 0 0
(5) J Lynn Britton
Director (Effective 1/1/12)
 1.0 X           0 0 0
(6) Phyllis A Cowling
Director
 1.0 X           759 0 0
(7) Catherine A Dulle
Chairperson (Term 12/31/11)
 1.0 X   X       4,100 0 0
(8) Celina Garza Ridge
Director (Term 12/31/11)
 1.0 X           759 0 0
(9) Robert Z Gussin PhD
Director
 1.0 X           759 0 0
(10) Sister Walter Maher
Director
 1.0 X           0 0 0
(11) Pedro Martin
Director (Term 12/31/11)
 1.0 X           6,000 0 0
(12) SR Hannah Patricia O'Donoghue
Director
 1.0 X           0 0 0
(13) Mary Jo Potter
Director (Term 12/31/11)
 1.0 X           759 0 0
(14) Dennis N Stine
Director
 1.0 X           759 0 0
(15) Sister Celeste Trahan
Director
 1.0 X           0 0 0
(16) Kenneth D Wells MD
Director
 1.0 X           759 0 0
(17) Clarence Williams
Director (Effective 1/1/12)
 1.0 X           0 0 0
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Ernie W Sadau
President/CEO
 38.0 X   X       1,368,780 0 328,490
(19) Jay S Herron
CFO (Term 7/3/11)
 39.0     X       2,616,949 0 179,409
(20) William L Pardue
Corporate Secretary
 32.0     X       149,098 0 19,605
(21) Mary D Silva
Deputy Corporate Secretary
 32.0     X       88,240 0 6,537
(22) Randy Safady
Chief Financial Officer
 39.0     X       782,078 0 115,527
(23) George S Conklin
Sr VP Chief Infor Officer
 38.0       X     490,675 0 90,038
(24) John Gillean MD
Sr VP Chief Medical Officer
 38.0       X     735,408 0 185,609
(25) Gerard F Heeley
Sr VP Mission and Ethics
 39.0       X     366,978 0 82,141
(26) Mary T Lynch
Sr VP Human Resources
 40.0       X     537,297 0 88,464
(27) Peter F Maddox
Sr VP Business,Stgy & Corp Dev
 37.0       X     516,545 0 70,814
(28) Linda K McClung
Sr VP Non-Acute Op/Corp Comm
 39.0       X     509,166 0 125,207
(29) John L Zipprich
Sr VP Int Op Lgl (term 1/1/12)
 39.0       X     1,249,655 0 151,950
(30) Jeffrey M Puckett
Corp VP Mng Care, Bus Adv/Dev
 39.0       X     618,367 0 129,546
(31) Marshall Bolyard
Executive Director USFHP
 39.0       X     323,272 0 29,841
(32) Eugene Woods
Sr VP Chief Operating Officer
 39.0       X     605,704 0 101,690
(33) Paul Generale
Sr VP Senior Finance Officer
 39.0       X     1,412,448 0 157,462
(34) Darrell Dixon
System Medical Director
 36.0         X   433,642 0 93,296
(35) Donna Mikulecky
Sys Sr Dir, Phys Integration
 20.0         X   212,890 123,238 48,762
(36) Christopher Blakemore
Sys Sr Dir,CIO (term 10/14/11)
 40.0         X   417,906 0 53,093
(37) Patricia Harper
Sys Sr Dir (term 11/30/11)
 40.0         X   386,627 0 63,667
(38) Shelton Webster
Sys Sr Dir, Chief Info Officer
 40.0         X   426,108 0 93,145
(39) Thomas C Royer MD
President/CEO (Term 3/1/11)
             X 1,707,226 0 33,460
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 15,970,472 123,238 2,247,753
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet282
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
CREST SERVICES INC
735 PLAZA BOULEVARD STE 210
COPPELL,TX75019 		biomedical services 35,883,728
MAXOR NATIONAL PHARMACY SERVICE COR
320 South Polk
AMARILLO,TX79101 		pharmaceutical svcs 17,457,968
SJ MEDICAL CENTER LLC
PO BOX 843928
DALLAS,TX75824 		Medical Services 15,849,404
FORSYTHE SOLUTIONS GROUP INC
7770 FRONTAGE ROAD
SKOKIE,IL60077 		Networking Prg Srvcs 15,189,779
EMC CORPORATION
176 South Street
HOPKINTON,MA01748 		Info mgmt services 7,487,138
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet325
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 2,834,550
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		181,476
g Noncash contributions included in lines 1a-1f:$ 115,722
h Total. Add lines 1a-1f.......MediumBullet 3,016,026
Program Service Revenue Business Code
2a Capitation Revenue 621,400 174,136,309 174,136,309    
b System Office Fees and Mgmt Services 561,000 41,726,505 41,726,505    
c Service Fee Income 541,900 156,973,794 156,448,086 525,708  
d MEANINGFUL USE INCENTIVE PAYMENTS 900,099 27,667,888 27,667,888    
e Premium Revenue 524,298 20,786,713 20,786,713    
f All other program service revenue . 47,037,417 47,037,417    
g Total. Add lines 2a–2f........MediumBullet 468,328,626
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 60,011,975     60,011,975
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 879,589     879,589
(i) Real (ii) Personal
6a Gross rents 239,532  
b Less: rental expenses 218,542  
c Rental income or (loss) 20,990  
d Net rental income or (loss).......MediumBullet 20,990   4,353 16,637
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 349,373,457  
b Less: cost or other basis and sales expenses 345,401,440 6,080
c Gain or (loss) 3,972,017 -6,080
d Net gain or (loss)..........MediumBullet 3,965,937     3,965,937
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a 4,144,053
b Less: cost of goods sold ..b 2,231,471
c Net income or (loss) from sales of inventory..MediumBullet 1,912,582     1,912,582
Miscellaneous Revenue Business Code
11a Spa Revenue 812,900 452,144   452,144  
b Fitness Center 713,940 94,767   94,767  
c LIMITED SERVICE EATING 722,210 69,245   45,296 23,949
d All other revenue .... 147,540     147,540
e Total. Add lines 11a–11d ......MediumBullet 763,696
12 Total revenue. See Instructions....MediumBullet 538,899,421 467,802,918 1,122,268 66,958,209
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 5,784,122 5,784,122
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 14,108,273 5,678,297 8,429,976  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 1,740,686 1,707,226 33,460  
7 Other salaries and wages 97,420,776 38,189,810 59,230,966  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... -2,192,393 1,426,400 -3,618,793  
9 Other employee benefits ....... 5,213,862 -2,620,684 7,834,546  
10 Payroll taxes ........... 6,820,064 3,091,316 3,728,748  
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 1,992,811 31,913 1,960,898  
c Accounting ........... 2,536,872   2,536,872  
d Lobbying ........... 490,093 490,093    
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 3,667,560   3,667,560  
g Other .......... 245,815,009 207,591,891 38,223,118  
12 Advertising and promotion .... 587,626 10,463 577,163  
13 Office expenses ....... 29,255,418 22,267,043 6,988,375  
14 Information technology ...... 632,235   632,235  
15 Royalties .. 0      
16 Occupancy ........... 18,798,070 11,748,976 7,049,094  
17 Travel ............ 5,437,063 1,381,211 4,055,852  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 4,081,411 485,347 3,596,064  
20 Interest ........... 34,008,145   34,008,145  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 6,983,054 1,952,884 5,030,170  
23 Insurance .............. 9,254,969 8,112,373 1,142,596  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a Medical Supplies 12,541 11,466 1,075  
b SWAP Financing Cost 9,576,954   9,576,954  
c USFHP Allocation 10,171,343 10,171,343    
d Reserve Expense 18,000,000   18,000,000  
e
f All other expenses 763,970 1,939,076 -1,175,106  
25 Total functional expenses. Add lines 1 through 24f 530,960,534 319,450,566 211,509,968 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 0 1 86,024,881
2 Savings and temporary cash investments ....... 280,837,213 2 88,340,000
3 Pledges and grants receivable, net ......... 0 3 0
4 Accounts receivable, net ......... 7,369,488 4 9,461,334
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 985,075,460 7 949,394,947
8 Inventories for sale or use .............. 977,811 8 915,785
9 Prepaid expenses and deferred charges ............ 24,426,196 9 35,009,296
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 159,955,701
b Less: accumulated depreciation. ..... 10b 70,342,165 97,932,640 10c 89,613,536
11 Investments—publicly traded securities .......... 827,974,756 11 856,407,788
12 Investments—other securities. See Part IV, line 11 ...... 161,953,780 12 197,147,318
13 Investments—program-related. See Part IV, line 11 .. 327,157,629 13 300,754,320
14 Intangible assets ......... 49,041,435 14 49,041,435
15 Other assets. See Part IV, line 11 ........... 201,702,479 15 178,482,475
16 Total assets. Add lines 1 through 15 (must equal line 34)... 2,964,448,887 16 2,840,593,115
Liabilities 17 Accounts payable and accrued expenses . 178,994,107 17 171,659,695
18 Grants payable .......... 0 18 0
19 Deferred revenue .......... 215,016 19 235,332
20 Tax-exempt bond liabilities .......... 1,178,742,211 20 1,205,106,732
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 1,284,708,193 25 1,388,607,727
26 Total liabilities. Add lines 17 through 25..... 2,642,659,527 26 2,765,609,486
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 316,997,910 27 67,374,665
28 Temporarily restricted net assets ..... 279,945 28 153,543
29 Permanently restricted net assets ..... 4,511,505 29 7,455,421
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 321,789,360 33 74,983,629
34 Total liabilities and net assets/fund balances ..... 2,964,448,887 34 2,840,593,115
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
538,899,421
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
530,960,534
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
7,938,887
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
321,789,360
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-254,744,618
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
74,983,629
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
CHRISTUS HEALTH
 
Employer identification number

76-0590551
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
No
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
(1) CONG OF SISTERS OF CHARITY OF INCARNATE WORD SAN ANTONIO
  		742790137 01 Yes           159,489,064
(2) CONG OF SISTERS OF CHARITY OF INCARNATE WORD HOUSTON
  		237152879 01 Yes           159,489,064
Total                 318,978,128

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
CHRISTUS HEALTH IS EXEMPT UNDER THE GROUP RULING ISSUED TO THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS WITH RESPECT TO THE FEDERAL TAX STATUS OF CATHOLIC ORGANIZATIONS LISTED IN THE 2012 EDITION OF THE OFFICIAL CATHOLIC DIRECTORY. CHRISTUS HEALTH IS A SUPPORTING ORGANIZATION THAT IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF ITS 2 FOUNDING CONGREGATIONS, THE CONGREGATION OF THE SISTERS OF CHARITY OF THE INCARNATE WORD SAN ANTONIO AND THE CONGREGATION OF THE SISTERS OF CHARITY OF THE INCARNATE WORD HOUSTON. CHRISTUS HEALTH IS OPERATED, SUPERVISED AND CONTROLLED BY THE SUPPORTED CONGREGATIONS. CHRISTUS HEALTH IS INCLUDED IN THE GROUP RULING ISSUED TO THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS BY THE IRS, WHICH EXEMPTS THE FOLLOWING FROM INCOME TAX UNDER IRC SECTION 501(C)(3): THE AGENCIES AND INSTRUMENTALITIES AND EDUCATIONAL, CHARITABLE, AND RELIGIOUS INSTITUTIONS OPERATED, SUPERVISED OR CONTROLLED BY OR IN CONNECTION WITH THE ROMAN CATHOLIC CHURCH IN THE UNITED STATES, ITS TERRITORIES OR POSSESSIONS APPEARING IN THE OFFICIAL CATHOLIC DIRECTORY. CHRISTUS HEALTH IS LISTED IN THE OFFICIAL CATHOLIC DIRECTORY AND IS THEREBY EXEMPT FROM FEDERAL INCOME TAX UNDER IRC 501(C)(3) AND THEREFORE DOES NOT HAVE A DETERMINATION LETTER FROM THE IRS.
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
CHRISTUS HEALTH
 
Employer identification number

76-0590551
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
CHRISTUS HEALTH
  		Employer identification number

76-0590551
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
CHRISTUS HEALTH
  		Employer identification number

76-0590551
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
CHRISTUS HEALTH
  		Employer identification number

76-0590551
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
CHRISTUS HEALTH
 
Employer identification number

76-0590551
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2011

Schedule C (Form 990 or 990-EZ) 2011
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check expenses, and share of excess lobbying expenditures).
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
20,056
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
88,944
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
777,636
j
Total. Add lines 1c through 1i ...............................
886,636
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Lobbying Description Form 990, Schedule C, Part II-B, Lines 1a and 1b HEALTHCARE POLICY IS CRITICAL TO ALL AMERICANS, AND CHRISTUS HEALTH BELIEVES THAT HEALTH CARE PROVIDERS MUST PARTICIPATE IN FORMING HEALTH CARE POLICY BY INTERACTING WITH NATIONAL, STATE AND LOCAL REPRESENTATIVES AND THEIR STAFF MEMBERS TO HELP THEM BETTER UNDERSTAND THE COMPLEXITIES AND RAMIFICATIONS OF KEY HEALTH CARE POLICIES. THE REPORTED EXPENSES ASSOCIATED WITH THESE ACTIVITIES INCLUDE STAFF COMPENSATION AND RELATED ALLOCABLE OVERHEAD. FORM 990, SCHEDULE C, PART II-B, LINE 1D "MAILINGS TO MEMBERS, LEGISLATORS, OR THE PUBLIC"- THE ORGANIZATION SENT APPROXIMATELY 2,500 EMAILS AND FAXES ON BEHALF OF CHRISTUS HEALTH ASSOCIATES, BOARD MEMBERS AND VOLUNTEERS ON THE FOLLOWING PROPOSED LEGISLATION: FEDERAL LEGISLATION INCLUDING P.L. 112-96, The Middle Class Tax Relief and Job Creation Act of 2012, PERMANENT FIX TO PHYSICIAN FEE SCHEDULE UNDER MEDICARE, PART B, and S. 2620: Rural Hospital Access Act of 2012. THE ORGANIZATION SENT MAILINGS REGARDING Proposals with the Louisiana Legislature regarding Budget Stabilization Fund, HCR 169 and SCR 128. Included in the reported expenses is an allocation of time and overhead costs associated with the action alert email system. FORM 990, SCHEDULE C, PART II-B, LINE 1G "DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR LEGISLATIVE BODY"- AT A FEDERAL LEVEL, THE ORGANIZATION HAD CONTACT WITH SENATORS AND CONGRESSMEN representing TEXAS, LOUISIANA AND NEW MEXICO LEGISLATORS AND THEIR PERSONAL STAFF MEMBERS TO DISCUSS issues including health care for the uninsured, Budget Control Act of 2011, CMS innovation, PHYSICIAN REIMBURSEMENTS, MEDICAID Upper Payment Limits, rural Healthcare, Medicaid/CHIP Section 1115 Waivers, Disproportionate Share Hospital funding allotment, Sequestration, Sole Community Provider Funding and Waste Management. THE ORGANIZATION HELD LOUISIANA ADVOCACY DAY WHERE CHRISTUS HEALTH EXECUTIVES, BOARD MEMBERS AND ASSOCIATES MET WITH LEGISLATORS TO DISCUSS ISSUES SUCH AS protecting funding or school based health centers, HB1-Medicaid State Budget, SB763-Louisiana Workers Compensation, SB629-Transparency in coordinated Care Networks and HB1203-Exempt Prescription Drugs from Local Sales & Use Tax. Members of the Organization met with Texas House Appropriation Committee members, Governor Rick Perry and his staff to discuss healthcare reforms emphasizing home/community based care, permitting direct employment of physicians, expanding advance practice nursing and drawing new efficiencies for health information technology to achieve Medicaid cost savings. FORM 990, SCHEDULE C, PART II-B, LINE 1I "OTHER ACTIVITIES" INCLUDES THE FOLLOWING ITEMS: (1) THE PORTION OF FY 2012 PROFESSIONAL AND MEMBERSHIP ASSOCIATION DUES ALLOCATED TO LOBBYING EFFORTS BY THE RESPECTIVE HOSPITAL AND PROFESSIONAL ASSOCIATIONS TOTALING $220,916. (2) THE FEES PAID TO ADVOCACY AND PUBLIC POLICY CONSULTANTS APPORTIONED TO LOBBYING FOR SUCH TOPICS AS HEALTHCARE REIMBURSEMENT ISSUES AND HEALTHCARE REFORMS TOTALING $489,420. (3) THE WEBSITE DESIGN AND MAINTENANCE COST OF THE CHRISTUS ADVOCACY WEBSITE TOTALLING $67,300. CHRISTUS HEALTH DID NOT SUBSTANTIALLY LOBBY DURING THE FISCAL YEAR 6-30-12.
Schedule C (Form 990 or 990EZ) 2011

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
CHRISTUS HEALTH
 
Employer identification number

76-0590551
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance ....        
b Contributions ........        
c Net investment earnings, gains, and losses ...        
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		       
f Administrative expenses ....        
g End of year balance ......        
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   24,955,829 24,955,829
b Buildings ................   72,749,430 16,888,383 55,861,047
c Leasehold improvements ............   13,869,668 12,438,109 1,431,559
d Equipment ................   45,320,168 39,657,019 5,663,149
e Other .................   3,060,606 1,358,654 1,701,952
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 89,613,536
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) Mineral Interest 		344,450 F

(B) EQ-PRIV. PUTNAM TOT. RET. 		58,888,364 F

(C) Hedge Funds 		137,914,504 F






Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 197,147,318
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Investment in Subsidiaries 300,754,320 F








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 300,754,320
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) Executive Benefit Programs 21,739,096
(2) Pension Funding 984
(3) Security Lending Collateral 46,257,176
(4) Securities Pledged to Others 46,518,194
(5) ST VINCENT CONTR WH & REST CAP 44,600,151
(6) Deposits 790,985
(7) Net Amort Bond Issue Costs 18,575,889


Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 178,482,475
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0
CMS Due Related Entities-Part XIV 982,579,174
Payable to CCVI 1,320,847
Security Lending Agreement 47,288,245
LT Pension Liability 197,177,171
Due to Related Organizations 74,407,381
Collections Payable 1,999,956
Capital Lease Liability 22,608
LT Self Funding Liability 55,867,300
Other Long Term Obligations 27,945,045
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,388,607,727
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8  
9 Total adjustments (net). Add lines 4 through 8 ......................... 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
CASH - NON-INTEREST BEARING & SAVINGS & TEMPORARY CASH INVESTMENTS FORM 990, PART X, LINE 1 AND 2 OTHER LIABILITIES, FORM 990, PART X, LINE 25 CHRISTUS HEALTH SYSTEM MAINTAINS A CENTRALIZED CASH MANAGEMENT SYSTEM. THIS CASH MANAGEMENT SYSTEM (CMS) INCLUDES A CONCENTRATION ACCOUNT WHEREIN DEPOSITS AND DISBURSEMENTS FOR RELATED CHRISTUS EXEMPT ORGANIZATIONS FLOW THROUGH THIS ACCOUNT AND OVER TO THE MANAGED INVESTMENT ACCOUNTS. EACH PARTICIPATING ORGANIZATION REPORTS A BALANCE IN THE CMS REFLECTIVE OF ITS CUMULATIVE CASH ACTIVITY. CASH BALANCES FOR EACH CHRISTUS ORGANIZATION ARE REPORTED ON FORM 990 IN ACCORDANCE WITH FINANCIAL STATEMENT REPORTING. CMS OWNERSHIP IS MAINTAINED BY CHRISTUS HEALTH (EIN 76-0590551) AND ALL ASSOCIATED INVESTMENT INCOME IS PROPERLY REPORTED ON THE CHRISTUS HEALTH FORM 990. Other Liabilities Form 990, Schedule D, Part X Some beginning balances were reclassified from Form 990, Part X, Line 24 to Part X, Line 25 for presentation purposes only.
ENDOWMENT FUNDS FORM 990, SCHEDULE D, PART V CHRISTUS HEALTH HAS A 50% INTEREST IN BAPTIST ST. ANTHONY HEALTH SYSTEM AND ITS AFFILIATES. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF BAPTIST ST. ANTHONY HEALTH SYSTEM AND ITS AFFILIATES SHOW ENDOWMENTS INCLUDED IN PERMANENTLY RESTRICTED NET ASSETS. THEREFORE, CHRISTUS HEALTH REPORTS 50% OF SUCH ENDOWMENTS ON ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS. HOWEVER, SUCH ENDOWMENTS ARE NOT REPORTED ON THE CHRISTUS HEALTH FORM 990, SCHEDULE D, PART V BECAUSE CHRISTUS HEALTH DOES NOT HAVE A CONTROLLING INTEREST OF BAPTIST ST. ANTHONY HEALTH SYSTEM AND ITS AFFILIATES, AND THEREFORE IT IS NOT A RELATED ORGANIZATION PER THE IRS FORM 990 INSTRUCTIONS.
UNCERTAIN TAX POSITIONS UNDER ASC 740 FORM 990, SCHEDULE D, PART X, Line 2 PER FOOTNOTE 3 IN THE CONSOLIDATED FINANCIAL STATEMENTS THERE ARE NO MATERIAL UNRECORDED TAX LIABILITIES AS OF JUNE 30, 2012 AND 2011.
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
CHRISTUS HEALTH
 
Employer identification number

76-0590551
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ..............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other
assistance outside the United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
North America 0 0 Program Services Program/Bus Develop 47,508
Europe (Including Iceland and Greenland) 0 0 Program Services Program/Bus Develop 61,038
South Asia 0 0 Program Services Program/Bus Develop 6,961
Central America and the Caribbean 0 0 Program Services Program/Bus Develop 28,264
South America 0 0 Program Services Program/Bus Develop 113,728
North America 0 0 Program Services Investments - cap cont 6,000,000
Central America and the Caribbean 0 0 Program Services Investments 142,379,476
Central America and the Caribbean 0 0 Program Services Investments 62,500,000
Central America and the Caribbean 0 0 Program Services self insurance funding 32,310,666
Central America and the Caribbean 0 0 Program Services Investments 104,130,579
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 347,578,220
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 0 0 347,578,220
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
Organization's Procedures for Monitoring Use of Grant Funds Outside the US FORM 990, SCHEDULE F, PART I, QUESTION 2 THE ORGANIZATION FOLLOWS CHRISTUS HEALTH MANAGEMENT DIRECTIVE NO.0006, "CONTRIBUTIONS/DONATIONS TO OTHER ORGANIZATIONS". BEFORE ANY DONATION IS MADE, TWO CRITERIA ARE ADDRESSED: (1) ORGANIZATION TEST AND (2) IRS TEST. THE ORGANIZATION TEST ENSURES THAT DONATIONS ARE EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, EDUCATIONAL, AND RELIGIOUS PURPOSES, AND IN FURTHERANCE OF OUR PURPOSE OF SUPPORTING THE HEALING MINISTRY OF JESUS CHRIST AND ADVANCING, PROMOTING, AND SUPPORTING THE HEALTHCARE MINISTRIES OF THE SPONSORING CONGREGATIONS. CONTRIBUTIONS CAN BE MADE TO SUPPORT CHRISTUS SYSTEM MEMBERS AND TO OTHER QUALIFYING TAX-EXEMPT ORGANIZATIONS, PARTICULARLY THOSE DESIGNED TO SUPPORT AND BENEFIT THE POOR AND UNDERSERVED. ORGANIZATIONS CONSIDERED FOR DONATIONS MUST BE AN IRS SECTION 501(C)(3) ORGANIZATION, OR THE FOREIGN EQUIVALENT, AND DOCUMENTATION TO THAT EFFECT OBTAINED. TO SATISFY THE IRS TEST. CONTRIBUTIONS GIVEN MUST BE DEDICATED TO ACHIEVING CHARITABLE PURPOSES NOT FOR PERSONAL BENEFIT BUT FOR PUBLIC BENEFIT. CONTRIBUTIONS ARE PROHIBITED TO ORGANIZATIONS THAT CONTRIBUTE TO POLITICAL CAMPAIGNS, CANDIDATES FOR OFFICE, OR CONDUCT MORE THAN INCIDENTAL LOBBYING. DOCUMENTATION MUST SUPPORT HOW THE DONATION MEETS ORGANIZATIONAL PURPOSES AND FURTHERANCE OF MISSION. DONATIONS SHOULD BE MODEST IN SCOPE.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2011
Additional Data


Software ID:  
Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
CHRISTUS HEALTH
 
Employer identification number
76-0590551
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) Houston Department of Health and Human SvcsPO Box 1562
Houston,TX77251 		Govt 9,000       Comm. hlth prgs
(2) Villa de Matel6510 Lawndale
Houston,TX77023 		23-7152879 501(c)(3) 2,173,664       SEE PART IV
(3) Catholic Charities of Dallas9461 Lyndon B Johnson FWy
Dallas,TX75243 		75-2745221 501(c)(3) 10,000       Donation to become member of The Cardinal's Circle
(4) Friends of HospicePO Box 40487
San Antonio,TX78229 		74-2608764 501(c)(3) 14,000       see part iv
(5) University of St Thomas3800 Montrose Blvd
Houston,TX77006 		74-1490697 501(c)(3) 100,000        
(6) Christus Health Fnd of Southeast Texas2830 Calder
Beaumont,TX77662 		76-0136274 501(c)(3) 15,000       see part iv
(7) Christus Foundation for HealthcareP O Box 1919
Houston,TX77251 		75-6074210 501(c)(3) 147,000       see part iv
(8) CB Richard Ellis11150 Santa Monica Blvd
Los Angeles,CA90025 		95-2743174 For Profit 10,000        
(9) St Vincent HospitalPO Box 1967
Santa Fe,TX87504 		85-0106941 501(c)(3) 608,030       See Part IV
(10) Christus Health Gulf CoastP O Box 1919
Houston,TX77251 		76-0591592 501(c)(3) 45,484       see part iv
(11) Christus Santa Rosa Health Care Corporation333 N Santa Rosa
San Antonio,TX78207 		74-1109665 501(c)(3) 6,000       Program Support
(12) Christus Spohn Health System Corporation600 Elizabeth St
Corpus Christi,TX78404 		74-1109836 501(c)(3) 68,417       see part iv
(13) CHRISTUS Health Ark-La-Tex2600 St Michael Dr
Texarkana,TX75503 		75-2796815 501(c)(3) 23,215       see part iv
(14) Christus Health Northern LouisianaOne St Mary Place
Shreveport,TX71101 		72-0408982 501(c)(3) 16,836       See Part IV
(15) Christus Health Central Louisiana3330 Masonic Drive
Alexandria,TX71301 		72-0408984 501(c)(3) 9,000       see part iv
(16) Mercy Health Foundation Joplin2727 McClelland Boulevard
Joplin,MD64804 		27-0906136 501(c)(3) 25,000        
(17) Christus Health Southeast Texas2830 Calder Avenue
Beaumont,TX77702 		76-0591590 501(c)(3) 18,569       see part iv
(18) St Joseph Villa Fnd for Charity CarePO Box 744
Kaysville,UT84037 		45-2102291 501(c)(3) 200,000       community charity care
(19) New Braunfels Christian Ministries1195 San Antonio St
New Braunfels,TX78130 		26-2221231 501(c)(3) 50,000       collaboration with other healthcare providers
(20) UBI Caritas Clinic4400 Highland Avenue
Beaumont,TX77705 		76-0558225 501(c)(3) 100,000       Child friendly, multi-disciplinary team approach for the investigation of child abuse cases
(21) Neighbor for Neighbor505 East 36th Street
North Tulsa,TX74106 		73-0776404 501(c)(3) 75,000        
(22) Community Action Corporation of South TexasPO Box 1820
Suite 103
Alice,TX78332 		74-1679824 501(c)(3) 36,000       salary support
(23) Historical Centre FoundationPO Box 831078
San Antonio,TX78283 		74-2960778 501(c)(3) 50,000        
(24) Project Mend5727 IH 10 West
San Antonio,TX78201 		74-2647324 501(c)(3) 50,000       provide medical equipment
(25) Faith Family ClinicPO Box 831226
San Antonio,TX78283 		26-3791828 501(c)(3) 100,000        
(26) U of A Foundation300 East 6th Street
Texarkana,TX71854 		71-6056774 501(c)(3) 29,900        
(27) San Antonio Christian Dental Clinic112 Auditorium Circle
San Antonio,TX78205 		74-1675043 501(c)(3) 75,000        
(28) Martin Luther King Health CenterPO Box 393
Shreveport,LA71162 		75-6074210 501(c)(3) 61,560        
(29) National Dance Institute NM Inc1140 Alto Street
Santa Fe,TX87501 		85-0431846 501(c)(3) 10,000        
(30) Amistad Community Health Center Inc1533 Brownlee Blvd
Corpus Christi,TX78404 		20-3008507 501(c)(3) 30,000        
(31) Gulf Coast Health Center Inc2548 Memorial Blvd
Port Arthur,TX77640 		76-0289927 501(c)(3) 67,500        
(32) Bay Area Turning Point IncPO Box 890929
Houston,TX77289 		76-0353058 501(c)(3) 19,209        
(33) Cornerstone Recovery Inc6699 Portwest Drive
Suite 140
Houston,TX77024 		76-0655123 501(c)(3) 50,000       Case management for health and wellness services provided to underinsured and uninsured community members a central coordinating hub of programming
(34) Runnin WJ Therapeutic Center Inc4802 S Kings Highway
Texarkana,TX75501 		75-2897949 501(c)(3) 10,080       To provide salary support for behavioral health case manager
(35) Jewish Family Service of New Mexico Inc5520 Wyoming Blvd NE
Albuquerque,NM87109 		85-0346550 501(c)(3) 32,194        
(36) AM Barbe High School2200 W McNeese St
Lake Charles,LA70605 		501(c)(3) 16,419        
(37) East Texas Health Access Network117 W Houston Street
Suite E
Jasper,TX75951 		20-0091803 501(c)(3) 23,098       To provide operational support for the uninsured and underinsured with professional psychotherapy and behavioral health educational programs
(38) Sisters of Charity of the Incarnate Word1102 E McCarty St
Jefferson City,MO65101 		74-1943398 501(c)(3) 27,000       To provide support for emergency shelter and support service for victims of domestic violence
(39) Marathon Kids IncPO Box 41317
Suite S203
Austin,TX78704 		06-1722171 501(c)(3) 20,000       To provide program support for professional counseling services provided to uninsured and underinsured children, adults and families
(40) Next Step of Central Louisiana Inc308 E Shamrock St
Bldg 500
Pineville,LA71360 		20-4322440 501(c)(3) 25,000        
(41) Good Samaritan Rescue MissionPO Box 65
Corpus Christi,TX78403 		74-1611894 501(c)(3) 10,000       See Part IV
(42) The Salvation ArmyPO Box 2407
Corpus Christi,TX78403 		58-0660607 501(c)(3) 10,000       community based healthcare services for uninsured and underinsured
(43) Las Cumbres Community Services404 Hunter Street
Espanola,TX87532 		23-7144268 501(c)(3) 40,000       See Part IV
(44) Bexar County Community Health Collaboration1002 N Flores
San Antonio,TX78212 		74-2953076 501(c)(3) 30,000        
(45) St Joseph Community Foundation2800 Lamar Avenue
Capital One 2nd Floor
Paris,LA75460 		42-1619230 501(c)(3) 15,000       emergency management
(46) Christus Spohn Health System Development Fnd600 Elizabeth St
Corpus Christi,TX78404 		74-1906005 501(c)(3) 50,000       emergency management
(47) Congregation of the Sisters of Charity-SA4503 Broadway
San Antonio,TX78209 		74-1676917 501(c)(3) 1,072,604       see part iv
(48) Christus Health Southwestern Louisiana524 Dr Michael Debakey
Lake Charles,LA70601 		72-0411322 501(C)(3) 55,500       see part iv
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
47
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
1
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Form 990, Schedule I, Part I, Question 2 Description of Organization's Procedures for Monitoring the Use of Grants THE ORGANIZATION FOLLOWS CHRISTUS HEALTH MANAGEMENT DIRECTIVE NO. 0006, "CONTRiBUTIONS/DONATIONS TO OTHER ORGANIZATIONS". BEFORE ANY DONATION IS MADE, TWO CRITERIA ARE ADDRESSED: (1) ORGANIZATION TEST AND (2) IRS TEST. THE ORGANIZATION TEST ENSURES THAT DONATIONS ARE EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, EDUCATIONAL, AND RELIGIOUS PURPOSES, AND IN FURTHERANCE OF OUR PURPOSE OF SUPPORTING THE HEALING MINISTRY OF JESUS CHRIST AND ADVANCING, PROMOTING, AND SUPPORTING THE HEALTHCARE MINISTRIES OF THE SPONSORING CONGREGATIONS. CONTRIBUTIONS CAN BE MADE TO SUPPORT CHRISTUS SYSTEM MEMBERS AND TO OTHER QUALIFYING TAX-EXEMPT ORGANIZATIONS, PARTICULARLY THOSE DESIGNED TO SUPPORT AND BENEFIT THE POOR AND UNDERSERVED. THE ORGANIZATION CONSIDERED FOR DONATIONS MUST BE AN IRS SECTION 501(C)(3) ORGANIZATION AND DOCUMENTATION TO THAT EFFECT OBTAINED. TO SATISFY THE IRS TEST CONTRIBUTIONS GIVEN MUST BE DEDICATED TO ACHIEVING CHARITABLE PURPOSES NOT FOR PERSONAL BENEFIT BUT FOR PUBLIC BENEFIT. CONTRIBUTIONS ARE PROHIBITED TO ORGANIZATIONS THAT CONTRIBUTE TO POLITICAL CAMPAIGNS, CANDIDATES FOR OFFICE, OR CONDUCT MORE THAN INCIDENTAL LOBBYING. DOCUMENTATION MUST SUPPORT HOW THE DONATION MEETS ORGANIZATIONAL PURPOSES AND FURTHERANCE OF MISSION. DONATIONS SHOULD BE MODEST IN SCOPE.
Description of Organization's Grants Purpose Form 990, Schedule I, Part II, Question 1 Grant recipient: (#2, Page #1 reference to Part II listing) villa De Matel Grant purpose: In Memorium of sisters ($300), Support Mission ($2,173,364) Grant recipient: (#4, Page #1 reference to Part II listing) Friends of Hospice Grant purpose: Sponsorship to Poinsettia Ball benefiting Patients and their families in- end of life care ($5,000), Program Support ($9,000) Grant recipient: (#6, Page #1 reference to Part II listing) Christus Health Fnd of Southeast Texas Grant purpose: Children's Miracle Network ($5,000), Emergency Management ($10,000) Grant recipient: (#7, Page #1 reference to Part II listing) Christus Foundation for Healthcare Grant purpose: Christus Our Daily Bread Support ($52,000), Community Clinic Salary Support ($35,000), Community based primary care clinic support ($50,000), Emergency Management ($10,000) Grant recipient: (#9, Page #1 reference to Part II listing) St. Vincent Hospital Grant purpose: Volunteer Week/Presidential Award ($2,000), Education Support ($574,762), Nursing Assistant certification course ($11,401), Continued Education Course to educate and enhance skills of nurses who work with stroke patients ($4,867), Emergency Management ($15,000) Grant recipient: (#10, Page #1 reference to Part II listing) Christus Health Gulf Coast Grant purpose: Volunteer Week/Presidential Award ($4,000), School at Work - A program to help entry level associates develop skills and knowledge of the health care industry, increase self confidence and self esteem to encourage them to further education ($15,481), Continued Education Course to educate and enhance skills of nurses who work with stroke patients ($12,537), Funding for the implementation of the Care Transistions Intervention Program developed to reduce re-hospitalizations and improve health outcomes for medically complex patients ($9,626), Funding for a 6 month training course in perioperative nursing skills ($3,840) Grant recipient: (#12, Page #1 reference to Part II listing) Christus Spohn Health System Corporation Grant purpose: Volunteer Week/Presidential Award ($12,000),Donation to auxiliary volunteer service ($100), Patient Partner Program ($11,017), Care management support for recently discharged patients diagnosed with chronic diseases to improve disease self-management and the transition to community-based services ($37,800), Emergency Management ($7,500) Grant recipient: (#1, Page #2 reference to Part II listing) Christus Ark-La-Tex Grant purpose: Volunteer Week/Presidential Award ($2,000), School at Work - A program to help entry level associates develop skills and knowledge of the health care industry, increase self confidence and self esteem to encourage them to further education($895), Continued Education Course to educate and enhance skills of nurses who work with stroke patients ($20,320) Grant recipient: (#2, Page #2 reference to Part II listing) Christus Health Northern Louisiana Grant purpose: Volunteer Week/Presidential Award ($4,000), A refresher course for nurses returning to acute care. Request includes training course, materials, and orientation wage ($3,173), Continued Education Course to educate and enhance skills of nurses who work with stroke patients ($9,663) Grant recipient: (#3, Page #2 reference to Part II listing) Christus Health Central Louisiana Grant purpose: Volunteer Week/Presidential Award ($4,000), Children's Miracle Network ($5,000) Grant recipient: (#5, Page #2 reference to Part II listing) Christus Health Southeast Texas Grant purpose: Volunteer Week/Presidential Award ($6,000), Sponsorship of Livewell event ($2,500), School at Work - A program to help entry level associates develop skills and knowledge of the health care industry, increase self confidence and self esteem to encourage them to further education ($9,769), Physical Therapy Professional Pathway Program - Recruitment program for newly graduated physical therapists to aquire professional experience in a variety of clinical settings throughout CHRISTUS Health ($300) Grant recipient: (#11, Page #4 reference to Part II listing) Congregation of the Sisters of Charity - SA Grant purpose: In memorium of sisters ($100), Mobile Unit Support for Santa Clara Clinic ($25,000), Support Mission ($1,047,504) Grant recipient: (#12, Page #4 reference to Part II listing) Christus Health Southwestern Louisiana Grant purpose: Volunteer Week/Presidential Award ($2,000), Children's Miracle Network ($5,000), Care management to assist uninsured indiv ($46,000), Emergency Management ($2,500)
Schedule I (Form 990) 2011


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
CHRISTUS HEALTH
 
Employer identification number

76-0590551
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Jay S Herron (i)
(ii)		 448,409
0 		135,770
0 		2,032,770
0 		167,412
0 		11,997
0 		2,796,358
0 		1,822,660
0
(2) William L Pardue (i)
(ii)		 130,790
0 		17,460
0 		848
0 		9,471
0 		10,134
0 		168,703
0 		0
0
(3) George S Conklin (i)
(ii)		 365,688
0 		94,306
0 		30,681
0 		70,269
0 		19,769
0 		580,713
0 		0
0
(4) John Gillean MD (i)
(ii)		 533,457
0 		128,208
0 		73,743
0 		154,707
0 		30,902
0 		921,017
0 		55,478
0
(5) Gerard F Heeley (i)
(ii)		 278,778
0 		72,930
0 		15,270
0 		73,619
0 		8,522
0 		449,119
0 		0
0
(6) Mary T Lynch (i)
(ii)		 379,324
0 		90,698
0 		67,275
0 		75,110
0 		13,354
0 		625,761
0 		24,900
0
(7) Peter F Maddox (i)
(ii)		 376,301
0 		98,016
0 		42,228
0 		50,045
0 		20,769
0 		587,359
0 		0
0
(8) Linda K McClung (i)
(ii)		 372,646
0 		90,697
0 		45,823
0 		96,876
0 		28,331
0 		634,373
0 		34,773
0
(9) Ernie W Sadau (i)
(ii)		 920,052
0 		280,098
0 		168,630
0 		308,234
0 		20,256
0 		1,697,270
0 		114,135
0
(10) John L Zipprich (i)
(ii)		 457,105
0 		119,340
0 		673,210
0 		145,525
0 		6,425
0 		1,401,605
0 		628,727
0
(11) Jeffrey M Puckett (i)
(ii)		 450,687
0 		95,472
0 		72,208
0 		108,639
0 		20,907
0 		747,913
0 		43,877
0
(12) Marshall Bolyard (i)
(ii)		 230,145
0 		32,691
0 		60,436
0 		28,741
0 		1,100
0 		353,113
0 		59,882
0
(13) Randy Safady (i)
(ii)		 326,832
0 		429,236
0 		26,010
0 		105,173
0 		10,354
0 		897,605
0 		0
0
(14) Eugene Woods (i)
(ii)		 426,431
0 		130,000
0 		49,273
0 		91,595
0 		10,095
0 		707,394
0 		0
0
(15) Paul Generale (i)
(ii)		 336,323
0 		1,002,239
0 		73,886
0 		137,894
0 		19,568
0 		1,569,910
0 		29,982
0
(16) Thomas C Royer MD (i)
(ii)		 867,747
0 		578,358
0 		261,121
0 		22,758
0 		10,702
0 		1,740,686
0 		234,727
0
(17) Darrell Dixon (i)
(ii)		 294,511
0 		69,071
0 		70,060
0 		62,240
0 		31,056
0 		526,938
0 		69,317
0
(18) Donna Mikulecky (i)
(ii)		 123,646
122,991 		63,939
0 		25,305
247 		25,867
20,823 		2,072
0 		240,829
144,061 		21,507
0
(19) Christopher Blakemore (i)
(ii)		 212,371
0 		42,518
0 		163,017
0 		37,970
0 		15,123
0 		470,999
0 		118,688
0
(20) Patricia Harper (i)
(ii)		 211,795
0 		41,193
0 		133,639
0 		50,694
0 		12,973
0 		450,294
0 		119,074
0
(21) Shelton Webster (i)
(ii)		 339,888
0 		60,381
0 		25,839
0 		85,807
0 		7,338
0 		519,253
0 		0
0
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
Supplemental Compensation Information Form 990, Part VII, Question 1a & 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. OFFICERS, KEY EMPLOYEES AND HIGHEST PAID EMPLOYEES ARE FULL-TIME EMPLOYEES. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS. The compensation reported to the following persons was for service awards given for serving as a board member of the filing entity: Catherine Dulle, Richard Clarke, Phyllis Cowling, Robert Gussin, Pedro Martin, Mary Jo Potter, Celina Garza Ridge, Dennis Stine, and Kenneth Wells. Tax Indemnification and Gross-Up Payments Form 990, Schedule J, Part I, Questions 1-2 Paul Generale received $1,543 in tax assistance for relocation. Paul Generale received $153,378 in tax assistance related to the amount reported as his bonus and incentive compensation. Shelton Webster received $4,306 in tax assistance for relocation. Randy Safady received $3,231 in tax assistance for relocation. Eugene Woods received $6,957 in tax assistance for relocation. The following persons received tax assistance for service awards: Catherine Dulle, Richard Clarke, Phyllis Cowling, Robert Gussin, Pedro Martin, Mary Jo Potter, Celina Garza Ridge, Dennis Stine, and Kenneth Wells. First Class Travel Form 990, Schedule J, Part I, Line 1a Certain executives and board members were reimbursed under an accountable plan for first class travel. Companion Travel Form 990, Schedule J, Part I, Line 1a TAXABLE COMPENSATION WAS REPORTED TO VARIOUS OFFICERS AND BOARD MEMBERS RELATED TO COMPANION TRAVEL TO CHRISTUS MEETINGS.
DETERMINATION OF CEO/EXECUTIVE DIRECTOR'S COMPENSATION FORM 990, SCHEDULE J, PART I, QUESTION 3 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. THE CEO HAS A WRITTEN EMPLOYMENT CONTRACT WITH THE FILING ORGANIZATION. Severance Payment or Change of Control Payment Form 990, Schedule J, Part I, Question 4A Under the severance plan, all or a portion of the base salary of a participating executive will continue to be paid to the executive for a limited period of time if the executive's employment with CHRISTUS and its affiliates is involuntarily terminated. Christopher Blakemore received $43,834 in severance payment during Calendar Year 2011. Jay Herron received $203,740 in severance payment during Calendar Year 2011.
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FORM 990, SCHEDULE J, PART I, QUESTION 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.
PAYMENT FROM 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 prior year 990 Patricia Harper received $119,074 during Calendar Year 2011 under a supplemental nonqualified retirement plan. Marshall Bolyard received $59,882 during Calendar Year 2011 under a supplemental nonqualified retirement plan. Darrell Dixon received $69,317 during Calendar Year 2011 under a supplemental nonqualified retirement plan. John Gillean, MD received $55,478 during Calendar Year 2011 under a supplemental nonqualified retirement plan. Jay Herron received $1,822,660 during Calendar Year 2011 under a supplemental nonqualified retirement plan. Mary Lynch received $24,900 during Calendar Year 2011 under a supplemental nonqualified retirement plan. Linda McClung received $34,773 during Calendar Year 2011 under a supplemental nonqualified retirement plan. Donna Mikulecky received $21,507 during Calendar Year 2011 under a supplemental nonqualified retirement plan. Jeffrey Puckett received $43,877 during Calendar Year 2011 under a supplemental nonqualified retirement plan. Thomas Royer, MD received $234,727 during Calendar Year 2011 under a supplemental nonqualified retirement plan. Ernie Sadau received $114,135 during Calendar Year 2011 under a supplemental nonqualified retirement plan. Christopher Blakemore received $118,688 during Calendar Year 2011 under a supplemental nonqualified retirement plan. John Zipprich received $628,727 during Calendar Year 2011 under a supplemental nonqualified retirement plan. Paul Generale received $29,982 during Calendar Year 2011 under a supplemental nonqualified retirement plan. supplemental nonqualified retirement plan.
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.
BONUS AND INCENTIVE COMPENSATION 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 2011.
Bonus and Incentive Compensation Form 990, Schedule J, Part II, Column (B)(ii) The bonus and incentive compensation is a result of a change in position and required relocation. The amount on Schedule J, Part II, Column (B)(ii) includes tax assistance of $153,378 and a transfer/sign-on bonus of $27,500. The relocation portion of the bonus is contingent on continuous employment with CHRISTUS through 5-1-18 or the amount is subject to repayment. 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. Compensation reported as deferred in prior Form 990 Form 990, Schedule J, Part II, Column (F) The amounts reported on Form 990, Schedule J, Part II, Column (F) are the payments reported as reportable compensation on Form 990, Schedule J, Part II, Column (B)(iii) to the extent that such payments were reported as deferred compensation on a prior Form 990. The amounts reported on Form 990, Schedule J, Part II, Column (F) are a result of participation in the following nonqualified supplemental retirement plans: Pension Restoration Plan, Deferred Income Account and Supplemental Executive Retirement and Retention Plan.
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
CHRISTUS HEALTH
 
Employer identification number
76-0590551
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A HARRIS COUNTY HEALTH FACILITIES DEV CORP
  		52-1284201 41315RFV1 11-08-2005 320,620,000 SEE SCHEDULE O   X   X   X
B HARRIS COUNTY HEALTH FACILTIES DEV CORP
  		52-1284201 41315RHY3 12-09-2010 96,654,505 SEE SCHEDULE O   X   X   X
C COASTAL BEND HEALTH FACILITIES DEV CORP
  		74-2352502 19042FAB2 11-08-2005 61,300,000 SEE SCHEDULE O   X   X   X
D LOUISIANA PUBLIC FACILITIES AUTHORITY
  		72-0895871 546398E87 12-03-2009 56,725,518 SEE SCHEDULE O   X   X   X
LOUISIANA PUBLIC FACILITIES AUTHORITY
  		72-0895871 546398ZM3 11-25-2008 44,382,370 SEE SCHEDULE O   X   X   X
LOUISIANA PUBLIC FACILITIES AUTHORITY
  		72-0895871 546398C71 08-12-2009 231,654,638 SEE SCHEDULE O   X   X   X
TARRANT COUNTY CULTURAL EDUCATION FAC FIN CORP
  		04-3833551 87638TDB6 11-25-2008 185,542,228 SEE SCHEDULE O   X   X   X
TARRANT COUNTY CULTURAL EDUCATION FAC FIN CORP
  		04-3833551 87638TDF7 12-19-2008 268,560,000 SEE SCHEDULE O   X   X   X
TARRANT COUNTY CULTURAL EDUCATION FAC FIN CORP
  		04-3833551 87638TEA7 12-03-2009 73,865,293 SEE SCHEDULE O   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . 165,720,000 9,715,000 4,050,000 21,940,000
2 Amount of bonds legally defeased . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . 320,967,402 96,654,505 62,856,640 56,725,518
4 Gross proceeds in reserve funds . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . 1,687,415 0 337,093 0
8 Credit enhancement from proceeds . . . . . . . . . . 4,733,000 0 914,000 0
9 Working capital expenditures from proceeds . . . . . . . 0 4,505 393,273 518
10 Capital expenditures from proceeds . . . . . . . . . . 3,624,407 0 18,182,274 0
11 Other spent proceeds . . . . . . . . . . . 310,922,580 96,650,000 43,030,000 56,725,000
12 Other unspent proceeds . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . 2009 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . .   X X   X   X  
15 Were the bonds issued as part of an advance refunding issue? . . . . X     X   X   X
16 Has the final allocation of proceeds been made? . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X   X   X
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2011
Schedule K (Form 990) 2011
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . .   X X     X   X
b If ‘Yes’ to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . . X   X       X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . .   X   X   X   X
d If ‘Yes’ to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? .                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.00000% 0.00000% 0.00000% 0.00000%
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0.00000% 0% 0.00000% 0.00000%
6 Total of lines 4 and 5 . . .. . . . . . . . . 0.00000% 0% 0.00000% 0.00000%
7 Does the bond issue meet the private security or payment test? . . . X   X   X   X  
8 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue? X     X X     X
3a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X     X X     X
b Name of provider . . . . . . . . CITIBANK NA
  		0
  		CITIBANK NA
  		 
 
c Term of hedge . . . . . . . . 31.7   31.7 39.7
d Was the hedge superintegrated? . . . .   X       X   X
e Was a hedge terminated? . . . . . X       X     X
4a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . .   X   X   X   X
b Name of provider . . . . . . 0
  		0
  		0
  		0
 
c Term of GIC . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . .                
5 Were any gross proceeds invested beyond an available temporary period? . . . . . .   X X   X     X
6 Did the bond issue qualify for an exception to rebate? .   X X   X   X  
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X X   X   X  
Schedule K (Form 990) 2011

Schedule K (Form 990) 2011
Page 3
Part V
Procedures To Undertake Corrective Action
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? . . . . . . . . . . . . . .
Part VI
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
See Schedule O 0  
Schedule K (Form 990) 2011

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
CHRISTUS HEALTH
 
Employer identification number
76-0590551
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A HARRIS COUNTY HEALTH FACILITIES DEV CORP
  		52-1284201 41315RFV1 11-08-2005 320,620,000 SEE SCHEDULE O   X   X   X
B HARRIS COUNTY HEALTH FACILTIES DEV CORP
  		52-1284201 41315RHY3 12-09-2010 96,654,505 SEE SCHEDULE O   X   X   X
C COASTAL BEND HEALTH FACILITIES DEV CORP
  		74-2352502 19042FAB2 11-08-2005 61,300,000 SEE SCHEDULE O   X   X   X
D LOUISIANA PUBLIC FACILITIES AUTHORITY
  		72-0895871 546398E87 12-03-2009 56,725,518 SEE SCHEDULE O   X   X   X
LOUISIANA PUBLIC FACILITIES AUTHORITY
  		72-0895871 546398ZM3 11-25-2008 44,382,370 SEE SCHEDULE O   X   X   X
LOUISIANA PUBLIC FACILITIES AUTHORITY
  		72-0895871 546398C71 08-12-2009 231,654,638 SEE SCHEDULE O   X   X   X
TARRANT COUNTY CULTURAL EDUCATION FAC FIN CORP
  		04-3833551 87638TDB6 11-25-2008 185,542,228 SEE SCHEDULE O   X   X   X
TARRANT COUNTY CULTURAL EDUCATION FAC FIN CORP
  		04-3833551 87638TDF7 12-19-2008 268,560,000 SEE SCHEDULE O   X   X   X
TARRANT COUNTY CULTURAL EDUCATION FAC FIN CORP
  		04-3833551 87638TEA7 12-03-2009 73,865,293 SEE SCHEDULE O   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . 165,720,000 9,715,000 4,050,000 21,940,000
2 Amount of bonds legally defeased . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . 320,967,402 96,654,505 62,856,640 56,725,518
4 Gross proceeds in reserve funds . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . 1,687,415 0 337,093 0
8 Credit enhancement from proceeds . . . . . . . . . . 4,733,000 0 914,000 0
9 Working capital expenditures from proceeds . . . . . . . 0 4,505 393,273 518
10 Capital expenditures from proceeds . . . . . . . . . . 3,624,407 0 18,182,274 0
11 Other spent proceeds . . . . . . . . . . . 310,922,580 96,650,000 43,030,000 56,725,000
12 Other unspent proceeds . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . 2009 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . .   X X   X   X  
15 Were the bonds issued as part of an advance refunding issue? . . . . X     X   X   X
16 Has the final allocation of proceeds been made? . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X   X   X
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2011
Schedule K (Form 990) 2011
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . .   X X     X   X
b If ‘Yes’ to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . . X   X       X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . .   X   X   X   X
d If ‘Yes’ to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? .                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.00000% 0.00000% 0.00000% 0.00000%
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0.00000% 0% 0.00000% 0.00000%
6 Total of lines 4 and 5 . . .. . . . . . . . . 0.00000% 0% 0.00000% 0.00000%
7 Does the bond issue meet the private security or payment test? . . . X   X   X   X  
8 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue? X     X X     X
3a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X     X X     X
b Name of provider . . . . . . . . CITIBANK NA
  		0
  		CITIBANK NA
  		 
 
c Term of hedge . . . . . . . . 31.7   31.7 39.7
d Was the hedge superintegrated? . . . .   X       X   X
e Was a hedge terminated? . . . . . X       X     X
4a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . .   X   X   X   X
b Name of provider . . . . . . 0
  		0
  		0
  		0
 
c Term of GIC . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . .                
5 Were any gross proceeds invested beyond an available temporary period? . . . . . .   X X   X     X
6 Did the bond issue qualify for an exception to rebate? .   X X   X   X  
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X X   X   X  
Schedule K (Form 990) 2011

Schedule K (Form 990) 2011
Page 3
Part V
Procedures To Undertake Corrective Action
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? . . . . . . . . . . . . . .
Part VI
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
See Schedule O 0  
Schedule K (Form 990) 2011

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
CHRISTUS HEALTH
 
Employer identification number
76-0590551
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A HARRIS COUNTY HEALTH FACILITIES DEV CORP
  		52-1284201 41315RFV1 11-08-2005 320,620,000 SEE SCHEDULE O   X   X   X
B HARRIS COUNTY HEALTH FACILTIES DEV CORP
  		52-1284201 41315RHY3 12-09-2010 96,654,505 SEE SCHEDULE O   X   X   X
C COASTAL BEND HEALTH FACILITIES DEV CORP
  		74-2352502 19042FAB2 11-08-2005 61,300,000 SEE SCHEDULE O   X   X   X
D LOUISIANA PUBLIC FACILITIES AUTHORITY
  		72-0895871 546398E87 12-03-2009 56,725,518 SEE SCHEDULE O   X   X   X
LOUISIANA PUBLIC FACILITIES AUTHORITY
  		72-0895871 546398ZM3 11-25-2008 44,382,370 SEE SCHEDULE O   X   X   X
LOUISIANA PUBLIC FACILITIES AUTHORITY
  		72-0895871 546398C71 08-12-2009 231,654,638 SEE SCHEDULE O   X   X   X
TARRANT COUNTY CULTURAL EDUCATION FAC FIN CORP
  		04-3833551 87638TDB6 11-25-2008 185,542,228 SEE SCHEDULE O   X   X   X
TARRANT COUNTY CULTURAL EDUCATION FAC FIN CORP
  		04-3833551 87638TDF7 12-19-2008 268,560,000 SEE SCHEDULE O   X   X   X
TARRANT COUNTY CULTURAL EDUCATION FAC FIN CORP
  		04-3833551 87638TEA7 12-03-2009 73,865,293 SEE SCHEDULE O   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . 165,720,000 9,715,000 4,050,000 21,940,000
2 Amount of bonds legally defeased . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . 320,967,402 96,654,505 62,856,640 56,725,518
4 Gross proceeds in reserve funds . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . 1,687,415 0 337,093 0
8 Credit enhancement from proceeds . . . . . . . . . . 4,733,000 0 914,000 0
9 Working capital expenditures from proceeds . . . . . . . 0 4,505 393,273 518
10 Capital expenditures from proceeds . . . . . . . . . . 3,624,407 0 18,182,274 0
11 Other spent proceeds . . . . . . . . . . . 310,922,580 96,650,000 43,030,000 56,725,000
12 Other unspent proceeds . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . 2009 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . .   X X   X   X  
15 Were the bonds issued as part of an advance refunding issue? . . . . X     X   X   X
16 Has the final allocation of proceeds been made? . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X   X   X
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2011
Schedule K (Form 990) 2011
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . .   X X     X   X
b If ‘Yes’ to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . . X   X       X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . .   X   X   X   X
d If ‘Yes’ to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? .                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.00000% 0.00000% 0.00000% 0.00000%
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0.00000% 0% 0.00000% 0.00000%
6 Total of lines 4 and 5 . . .. . . . . . . . . 0.00000% 0% 0.00000% 0.00000%
7 Does the bond issue meet the private security or payment test? . . . X   X   X   X  
8 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue? X     X X     X
3a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X     X X     X
b Name of provider . . . . . . . . CITIBANK NA
  		0
  		CITIBANK NA
  		 
 
c Term of hedge . . . . . . . . 31.7   31.7 39.7
d Was the hedge superintegrated? . . . .   X       X   X
e Was a hedge terminated? . . . . . X       X     X
4a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . .   X   X   X   X
b Name of provider . . . . . . 0
  		0
  		0
  		0
 
c Term of GIC . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . .                
5 Were any gross proceeds invested beyond an available temporary period? . . . . . .   X X   X     X
6 Did the bond issue qualify for an exception to rebate? .   X X   X   X  
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X X   X   X  
Schedule K (Form 990) 2011

Schedule K (Form 990) 2011
Page 3
Part V
Procedures To Undertake Corrective Action
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? . . . . . . . . . . . . . .
Part VI
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
See Schedule O 0  
Schedule K (Form 990) 2011

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
CHRISTUS HEALTH
 
Employer identification number

76-0590551
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2011
Schedule L (Form 990 or 990-EZ) 2011
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) EMERALD ASSURANCE CAYMAN LTD SEE PART V, TRANSACTION 1 35,133,831 SEE PART V, TRANSACTION 1   No
(2) CHRISTUS Muguerza SAPI de CV SEE PART V, TRANSACTION 2 6,000,000 SEE PART V, TRANSACTION 2   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
BUSINESS TRANSACTIONS WITH INTERESTED PERSONS SCHEDULE L, PART IV TRANSACTION 1: PART IV, LINE 1, COLUMN B & D SELF INSURANCE FUNDING OF EMERALD ASSURANCE CAYMAN, LTD ERNIE SADAU IS AN OFFICER OF CHRISTUS HEALTH AND A BOARD MEMBER OF EMERALD ASSURANCE CAYMAN, LTD. JOHN GILLEAN, MD IS A KEY EMPLOYEE OF CHRISTUS HEALTH AND A BOARD MEMBER OF EMERALD ASSURANCE CAYMAN, LTD. EUGENE WOODS IS A KEY EMPLOYEE OF CHRISTUS HEALTH AND A BOARD MEMBER OF EMERALD ASSURANCE CAYMAN, LTD. RANDY SAFADY IS AN OFFICER OF CHRISTUS HEALTH AND A BOARD MEMBER OF EMERALD ASSURANCE CAYMAN, LTD. TRANSACTION 2: PART IV, LINE 2, COLUMN B & D Muguerza STOCK ACQUISITION JOHN ZIPPRICH IS A KEY EMPLOYEE OF CHRISTUS HEALTH AND A BOARD MEMBER OF CHRISTUS MUGUERZA. PETER MADDOX IS A KEY EMPLOYEE OF CHRISTUS HEALTH AND A BOARD MEMBER OF CHRISTUS MUGUERZA. CELINA GARZA RIDGE SERVED AS A BOARD MEMBER OF CHRISTUS HEALTH AND CHRISTUS MUGUERZA.
Schedule L (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
CHRISTUS HEALTH
 
Employer identification number

76-0590551
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential . X 1 115,722 cost/selling price
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2011
Schedule M (Form 990) 2011
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33 and whether the organization is reporting in Part I, column (b) the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2011
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
CHRISTUS HEALTH
 
Employer identification number

76-0590551
Identifier Return Reference Explanation
Doing Business As Form 990, Page 1, Item C Christus Health Operates Under the Following Names: CHRISTUS St. Joseph Village onlinepaydirect CHRISTUS Health TechSource CHRISTUS Innovations Institute CHRISTUS Healthy Living Spa TLRA US Family Health Plan Uniformed Services Family Health Plan CHRISTUS Health System TechSource USFHP Marketplace Solutions CHRISTUS St. Michael Simulation Center DESCRIPTION OF OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D COMMUNITY SERVICES - POOR AND UNDERSERVED ROOTED IN OUR MISSION AND TRADITION, THE FOUNDERS AND SPONSORS OF CHRISTUS HEALTH AND THOSE WHO CO-MINISTER WITH THEM SEEK NEW AND INNOVATIVE WAYS OF DELIVERING QUALITY HEATH CARE THAT IS BOTH AFFORDABLE AND ACCESSIBLE TO ALL. TODAY, MORE THAN EVER, WE MUST AIM TO IMPROVE THE TOTAL HEALTH STATUS OF THE COMMUNITY THROUGH PROGRAMS THAT PLACE OUR SERVICES WHERE THEY ARE NEEDED MOST, WITH SPECIAL ATTENTION AND PREFERENCE GIVEN TO PROGRAMS THAT SUPPORT AND BENEFIT THE HEALTH AND WELFARE OF THE POOR AND UNDERSERVED. COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED REPRESENT THE UNPAID COST OF SERVICES PROVIDED FOR WHICH A PATIENT IS NOT BILLED, OR FOR WHICH A FEE HAS BEEN ASSESSED THAT RECOVERS ONLY A PORTION OF THE COST OF THE RENDERED SERVICE. THIS CATEGORY INCLUDES INITIATIVES THAT REACH OUT TO THOSE IN NEED THROUGH COMMUNITY HEALTH AND SOCIAL PROGRAMS. THESE PROGRAMS SEEK JUSTICE FOR THE VULNERABLE AND WORK TO BRING ABOUT CHANGES IN OUR POLITICAL AND ECONOMIC SYSTEMS. THE PROGRAMS COVER A BROAD SPECTRUM OF SERVICES FROM COMMUNITY CLINICS TO IMMUNIZATIONS FOR CHILDREN AND SENIORS, MEALS ON WHEELS, TRANSPORTATION SERVICES, HOME REPAIR PROJECTS AND A VARIETY OF OTHER SOCIAL SERVICES. SOME EXAMPLES OF CHRISTUS HEALTH COMMUNITY BENEFITS ACCOUNTED FOR UNDER COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED INCLUDE THE CHRISTUS COMMUNITY DIRECT INVESTMENT PROGRAM (CDI) AND THE CHRISTUS FUND. THE CHRISTUS BOARD OF DIRECTORS APPROVED THE FUNDING OF A CDI LOAN PROGRAM TO ENSURE THAT THE WORK OF SOCIAL ACCOUNTABILITY AND MORAL AND ETHICAL STEWARDSHIP CONTINUES IN SPITE OF CHALLENGING FISCAL CONDITIONS FACED BY LOCAL OPERATING ENTITIES. THE PURPOSE OF THE CDI PROGRAM IS TO SUPPORT COMMUNITY-DRIVEN INITIATIVES PRIMARILY FOR AFFORDABLE HOUSING AND ECONOMIC DEVELOPMENT BY PROVIDING FINANCING AT BELOW-MARKET INTEREST RATES TO NOT-FOR-PROFIT ORGANIZATIONS AT TERMS NOT EXCEEDING MORE THAN FIVE YEARS. THE INCOME THAT WOULD HAVE BEEN EARNED AT THE MARKET RATE LESS OUR LOAN RATE (FOREGONE INCOME) IS CONSIDERED A COMMUNITY BENEFIT FOR REPORTING PURPOSES. THE TOTAL FOREGONE INTEREST REPORTED AS COMMUNITY BENEFIT FOR FY2012 WAS $171,292. THE COST OF THESE INVESTMENTS IS NOT INCLUDED IN THE PROGRAM SERVICE EXPENSES. THESE LOANS ARE PROVIDED TO OTHER NON-PROFIT ORGANIZATIONS. AS OF JUNE 30, 2012, THE OUTSTANDING LOAN BALANCES WERE IN THE FOLLOWING REGIONS: OUTSIDE THE CHRISTUS HEALTH SERVICE AREAS: $ 1,000,000 IN CHRISTUS HEALTH GULF COAST REGION: $ 1,111,325 IN CHRISTUS HEALTH NORTHERN LOUISIANA REGION: $ 1,691,452 IN CHRISTUS SANTA ROSA HEALTH CARE CORPORATION REGION: $ 99,400 IN CHRISTUS HEALTH SOUTHEAST TEXAS REGION: $ 978,796 IN ST. VINCENT HOSPITAL (NEW MEXICO REGION): $ 1,000,000 TOTAL CDI LOANS OUTSTANDING AS OF JUNE 30, 2012: $ 6,775,573 CHRISTUS HEALTH ESTABLISHED THE CHRISTUS FUND TO PROVIDE RESOURCES TO NOT-FOR-PROFIT AGENCIES AND GROUPS WHOSE VISION, MISSION AND GOALS ARE CONSISTENT WITH CHRISTUS HEALTH'S MISSION, VALUES AND PHILOSOPHY OF A HEALTHY COMMUNITY. WE BELIEVE THAT BY WORKING TOGETHER, WE CAN MAKE A PROFOUND DIFFERENCE IN THE QUALITY OF PEOPLES' LIVES AND CREATE SUSTAINABLE HEALTH IMPROVEMENTS IN OUR COMMUNITIES. DURING FY 2012, GRANT FUNDS WERE DISTRIBUTED TO NON-PROFIT AGENCIES IN THE FOLLOWING REGIONS: IN CHRISTUS HEALTH ARK-LA-TEX REGION: $ 39,980 IN CHRISTUS HEALTH CENTRAL LOUISIANA REGION: $ $25,000 IN CHRISTUS HEALTH GULF COAST REGION: $ 174,209 IN CHRISTUS HEALTH NORTHERN LOUISIANA REGION: $ 61,560 IN CHRISTUS SANTA ROSA HEALTH CARE CORPORATION REGION: $ 355,000 IN CHRISTUS HEALTH SOUTHEAST TEXAS REGION: $ 190,598 IN CHRISTUS HEALTH SOUTHWESTERN LOUISIANA REGION: $ 62,419 IN CHRISTUS SPOHN HEALTH SYSTEM CORPORATION REGION: $ 144,531 IN CHRISTUS HEALTH SPONSOR/RELATED REGION: $ 102,000 IN ST. VINCENT HOSPITAL (NEW MEXICO REGION): $ 82,194 TOTAL CHRISTUS FUND $ 1,237,491 PROGRAM SERVICE EXPENSE = $1,079,702 GRANTS = $1,073,202 PROGRAM SERVICE REVENUE = $0
DESCRIPTION OF RELATIONSHIPS FORM 990, PART VI, QUESTION 2 Officers Ernie Sadau and Randy Safady, and Key Employees John Gillean, MD and Eugene Woods have a business relationship as each served as a director on the board of Emerald Assurance Cayman, Ltd. Board member Celina Garza Ridge and key employees John Zipprich and Peter Maddox had a business relationship as each serves as a director of CHRISTUS Mugerza, S.A. DE C.V.
DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PART VI, QUESTION 6 CHRISTUS HEALTH HAS FOUR (4) CORPORATE MEMBERS, CONSISTING OF TWO SISTERS APPOINTED BY THE CONGREGATION OF THE SISTERS OF CHARITY OF THE INCARNATE WORD, HOUSTON, TX, AND TWO SISTERS APPOINTED BY THE CONGREGATION OF THE SISTERS OF CHARITY OF THE INCARNATE WORD, SAN ANTONIO. TOGETHER THOSE FOUR SISTERS COMPRISE THE CORPORATE MEMBERS AND COLLECTIVELY THEY EXERCISE THE POWERS RESERVED TO THE MEMBERS.
DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS FORM 990, PART VI, QUESTION 7A THE MEMBERS OF CHRISTUS HEALTH INCLUDE TWO SISTERS OF EACH OF THE FOUNDING SPONSORING CORPORATIONS, CONGREGATION OF THE SISTERS OF CHARITY OF THE INCARNATE WORD SAN ANTONIO AND CONGREGATION OF THE SISTERS OF CHARITY OF INCARNATE WORD HOUSTON. THE MEMBERS HOLD THE AUTHORITY TO APPOINT AND REMOVE, WITH OR WITHOUT CAUSE, THE DIRECTORS OF THE CORPORATION (OTHER THAN THE FOUNDING SPONSORING CONGREGATION DIRECTORS), WITH OR WITHOUT PRIOR ACTION OR RECOMMENDATION OF THE BOARD OF DIRECTORS OR THE NOMINATING COMMITTEE OF THE CORPORATION.
DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS FORM 990, PART VI, QUESTION 7B THE MEMBERS HOLD THE AUTHORITY TO: APPROVE ANY AFFILIATION OR TRANSACTION THE RESULT OF WHICH WILL BE TO ADD A SPONSORING CONGREGATION, WITH OR WITHOUT PRIOR ACTION OR RECOMMENDATION OF THE BOARD OF DIRECTORS OF THE CORPORATION; TO APPROVE ANY AFFILIATION OR TRANSACTION THE RESULT OF WHICH WILL BE TO ADD AN OTHER-THAN-CATHOLIC AFFILIATED ENTITY TO THE SYSTEM, WITH OR WITHOUT PRIOR ACTION OR RECOMMENDATION OF THE BOARD OF DIRECTORS OF THE CORPORATION; TO ADOPT, APPROVE AND INTERPRET THE PHILOSOPHY, MISSION AND VISION OF THE CORPORATION, AS WELL AS ANY CHANGES THERETO, WITH OR WITHOUT PRIOR ACTION OR RECOMMENDATION OF THE BOARD OF DIRECTORS OF THE CORPORATION; TO ADOPT AND APPROVE ANY AMENDMENTS, MODIFICATIONS OR RESTATEMENTS OF THE ARTICLES OF INCORPORATION OR BYLAWS OF CORPORATION, WITH OR WITHOUT PRIOR ACTION OR RECOMMENDATION OF THE BOARD OF DIRECTORS OF THE CORPORATION; TO APPOINT AND REMOVE, WITH OR WITHOUT CAUSE, THE CHAIRPERSON OF THE BOARD OF DIRECTORS OF THE CORPORATION; TO APPOINT AND REMOVE, WITH OR WITHOUT CAUSE, THE PRESIDENT OF THE CORPORATION AFTER CONSULTATION WITH THE BOARD OF DIRECTORS OF THE CORPORATION; TO APPROVE THE SALE, LEASE, MORTGAGE, TRANSFER OR ENCUMBRANCE OF REAL PROPERTY OF THE CORPORATION OR ANY SYSTEM PARTICIPANT WHEN THE AMOUNT INVOLVED IS IN EXCESS OF A THRESHOLD DOLLAR AMOUNT AS REQUIRED BY CANON LAW, SUBJECT TO ANY REQUIRED CANONICAL APPROVAL OF THE ORGANIZATIONS CANONICALLY ACCOUNTABLE UNDER THE ROMAN CATHOLIC CHURCH FOR SUCH REAL PROPERTY, WITH OR WITHOUT PRIOR ACTION OR RECOMMENDATION OF THE BOARD OF DIRECTORS OF THE CORPORATION; TO APPROVE THE THRESHOLD AGGREGATE AMOUNT OF DEBT TO BE INCURRED BY THE SYSTEM AND ANY INCURRENCE OF DEBT THE EFFECT OF WHICH WOULD BE TO EXCEED SUCH THRESHOLD AGGREGATE AMOUNT, WITH OR WITHOUT PRIOR ACTIONS OR RECOMMENDATION OF THE BOARD OF DIRECTORS OF THE CORPORATION; TO APPROVE ANY MERGER, CONSOLIDATION, ACQUISITION, LIQUIDATION OR DISSOLUTION OF THE CORPORATION, WITH OR WITHOUT PRIOR ACTION OR RECOMMENDATION OF THE BOARD OF DIRECTORS OF THE CORPORATION; TO APPROVE ANY MERGER, CONSOLIDATION, ACQUISITION, LIQUIDATION OR DISSOLUTION OF ANY SYSTEM PARTICIPANT THAT OWNS DESIGNATED MINISTRY PROPERTY OF THE CORPORATION, WITH OR WITHOUT PRIOR ACTION OR RECOMMENDATION OF THE BOARD OF DIRECTORS OF THE CORPORATION; AND TO APPROVE ANY COURSE OF ACTION PROPOSED BY A SYSTEM PARTICIPANT, WITH OR WITHOUT PRIOR ACTION OR RECOMMENDATION OF THE BOARD OF DIRECTORS OF THE CORPORATION, THE EFFECT OF WHICH WOULD BE TO CHANGE EITHER (A) THE FUNDAMENTAL USE OF DESIGNATED MINISTRY PROPERTY OR (B) THE TYPE OF SERVICES PROVIDED IN CONNECTION WITH DESIGNATED MINISTRY PROPERTY.
DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, QUESTION 11B THE FORM 990 IS PREPARED AND REVIEWED BY THE ORGANIZATION'S EXTERNAL INDEPENDENT ACCOUNTANTS. THE CHRISTUS HEALTH ACCOUNTING DEPARTMENT WORKS WITH AN EXTERNAL ACCOUNTING FIRM IN PREPARATION AND REVIEW OF THE FORM 990. THE FILING ORGANIZATION'S CFO, OR OTHER DESIGNEE, REVIEWS THE FORM 990. THE FINAL FORM 990 THAT WILL BE FILED WITH THE IRS IS POSTED TO A SECURE INTERNET PORTAL FOR ALL MEMBERS OF THE BOARD OF DIRECTORS TO VIEW. REVIEW OF THE FINAL FORM 990 OCCURS PRIOR TO FILING WITH THE IRS IN THE SPRING of 2013 VIA A WEB PORTAL POLLING TOOL BY THE CHRISTUS ORGANIZATION'S BOARD, BASED ON A SET OF SUGGESTED REVIEW PROCESSES DEVELOPED BY CHRISTUS HEALTH.
DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, QUESTION 12C A conflict of interest questionnaire was distributed to the organization's officers and key employees during the fiscal year. The organization's Human Resources department thoroughly reviews all completed and executed conflict of interest questionnaire forms to ensure accuracy and that no potential or identified conflict is disclosed or exists. A conflict of interest questionnaire was distributed to the organization's officers, key employees and directors during the next fiscal year by the organization's Corporate Secretary. The organization's board of directors is responsible for enforcement of the conflict of interest policy of the organization.
COMPENSATION DETERMINATION PROCESS FORM 990, PART VI, QUESTIONS 15A & 15B THE EXECUTIVE COMPENSATION COMMITTEE OF CHRISTUS HEALTH DETERMINES THE COMPENSATION OF THE CEO (OR EXECUTIVE DIRECTOR, AS APPLICABLE), OFFICERS AND KEY EMPLOYEES OF CHRISTUS HEALTH AND CERTAIN OTHER OFFICERS AND KEY EMPLOYEES OF RELATED ORGANIZATIONS. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF INDIVIDUALS WHO HAVE NO CONFLICT OF INTEREST WITH THE COMPENSATION ARRANGEMENTS AT HAND. CHRISTUS HEALTH CEO'S COMPENSATION IS SUBJECT TO APPROVAL BY THE CHRISTUS HEALTH BOARD, AFTER DISCUSSION BY THE EXECUTIVE COMPENSATION COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE OF THE CHRISTUS HEALTH BOARD SELECTS AN INDEPENDENT EXTERNAL FIRM TO PERFORM AN INDEPENDENT COMPENSATION REVIEW, TO ENSURE THAT ALL COMPENSATION IS REASONABLE AND COMPARABLE TO OTHER SIMILARLY SITUATED ORGANIZATIONS, FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS, AND TO PROVIDE SUPPORTING INFORMATION OF COMPENSATION DECISIONS. ON AN ANNUAL BASIS THE EXTERNAL CONSULTANT: 1. COMPLETES A REVIEW OF THE COMPENSATION AND BENEFITS OF THE CEO AND PROVIDES A WRITTEN REPORT, AND APPEARS IN PERSON WITH THE COMMITTEE TO ADDRESS THE ANNUAL COMPENSATION REVIEW AND ANY DECISIONS RELATED TO SUCH COMPENSATION FOR THE CEO. THE CONSULTANT ALSO PROVIDES ALL OF THE COMPARABLE MARKET DATA TO SUPPORT RECOMMENDATIONS AND DECISIONS. 2. DEVELOPS THE MERIT INCREASE RECOMMENDATIONS FOR ALL DESIGNATED SYSTEM EXECUTIVES BASED ON MARKET COMPARABILITY. 3. RECOMMENDS THE CHANGES IN THE COMPENSATION STRUCTURE (GRADES) BASED ON THE MARKET CHANGES. 4. COMPLETES A REVIEW AND EVALUATION OF NEWLY CREATED POSITIONS TO RECOMMEND A GRADE PLACEMENT TO THE COMMITTEE FOR ITS DISCUSSION AND APPROVAL. ON A BI-ANNUAL BASIS, THE EXTERNAL CONSULTANT COMPLETES A DETAILED REVIEW OF ALL OTHER DESIGNATED SYSTEM EXECUTIVES' COMPENSATION AND BENEFITS. THIS GROUP INCLUDES ALL TOP MANAGEMENT OFFICIALS, OTHER OFFICERS AND KEY LEADERS OF THE ORGANIZATION. THE REVIEW INCLUDES RECOMMENDATIONS TO THE COMMITTEE ON ANY CHANGES NECESSARY IN EITHER SPECIFIC COMPENSATION OR COMPENSATION STRUCTURE TO ENSURE MARKET COMPETITIVENESS, REASONABLENESS AND INTERNAL EQUITY. UPON RECOMMENDATIONS FROM THE INDEPENDENT EXTERNAL FIRM, THE EXECUTIVE COMPENSATION COMMITTEE MAKES FINAL COMPENSATION DECISIONS. ADDITIONALLY, THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS ALL COMPENSATION PAYMENTS FOR EXCESS BENEFIT TRANSACTIONS. THE DISCUSSION AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED AND FORMALIZED IN THE COMMITTEE MINUTES AND MAINTAINED ON RECORD.
PUBLIC DISCLOSURE OF 1023 AND FORMS 990 & 990-T FORM 990, PART VI, QUESTION 18 CHRISTUS HEALTH AND MOST OF ITS AFFILIATED ENTITIES DO NOT HAVE FORMS 1023 BECAUSE OF THEIR INCLUSION IN THE IRS GROUP RULING WITH THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS, WHICH COVERS THE ORGANIZATION LISTED IN THE ANNUAL OFFICIAL CATHOLIC DIRECTORY. CHRISTUS HEALTH'S WEBSITE DISPLAYS THE IRS GROUP RULING AND RELEVANT ANNUAL OFFICIAL CATHOLIC DIRECTORY PAGES FOR THE ORGANIZATIONS RELATED TO CHRISTUS HEALTH. FORMS 990 AND 990-T ARE MADE AVAILABLE UPON REQUEST.
AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC FORM 990, PART VI, QUESTION 19 THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF CHRISTUS HEALTH ARE MADE AVAILABLE TO THE PUBLIC VIA THE CHRISTUS HEALTH WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC.
HOURS WORKED FOR RELATED ORGANIZATION FORM 990, PART VII, SECTION A SEVERAL OFFICERS, DIRECTORS AND KEY EMPLOYEES OF THE FILING ORGANIZATION DEVOTE TIME TO RELATED ORGANIZATIONS AS OFFICERS OR DIRECTORS. NAME: HRS AT RELATED ORG: GEORGE CONKLIN 1 CHRISTUS STEHLIN 1 CHRISTUS HEALTH FOUNDATION JOHN GILLEAN, MD 1 CHRISTUS STEHLIN FOUNDATION 1 EMERALD ASSURANCE CAYMAN, LTD JAY HERRON 1 CHRISTUS HEALTH LIAB RETENTION TRUST (TERM 7/31/11) PETER MADDOX 1 CHRISTUS MUGUERZA S.A. DE C.E 2 ST. VINCENT HOSPITAL (term 12/2011) LINDA MCCLUNG 1 CHRISTUS HEALTH UTAH ERNIE SADAU 1 EMERALD ASSURANCE CAYMAN, LTD 1 CHRISTUS HEALTH LIAB RETENTION TRUST (EFFECTIVE 8/1/11) MARY SILVA 1 CHRISTUS HEALTH FOUNDATION 5 CHRISTUS CONTINUING CARE 1 CHRISTUS HEALTH SOUTHEAST TX (TERM 12/31/11) 1 CHRISTUS HEALTH PLAN WILLIAM L. PARDUE 5 CHRISTUS CONTINUING CARE 1 CHRISTUS STEHLIN FOUNDATION 1 CHRISTUS HEALTH PLAN 1 CHRISTUS HEALTH UTAH DARRELL DIXON 4 CHRISTUS HEALTH WILKINSON PHYSICIAN NETWORK DONNA MIKULECKY 20 CHRISTUS HEALTH WILKINSON PHYSICIAN NETWORK JOHN ZIPPRICH 1 CHRISTUS MUGUERZA S.A. DE C.E. GERARD F. HEELEY 1 CHRISTUS HEALTH UTAH Jeffrey Puckett 1 Christus Health Plan Marshall Bolyard 1 Christus Health Plan Randy Safady 1 Emerald Assurance Cayman, Ltd Eugene Woods 1 Emerald Assurance Cayman, Ltd Celina Garza Ridge 1 Christus Muguerza S.A. De C.E. Paul Generale 1 Christus Health Utah Functional Expense, Line 8, Pension Plan Contributions Form 990, Part IX Reported in Pension Plan Contributions is the pension expense incurred by the filing organization netted with the pension expense allocated to the filing organization's subsidiaries. Pension expense allocated exceeded the pension expense incurred for fiscal year ending June 30, 2012.
OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 5 Transfer of Interest Accrued to Revenue = 77,487 Unrealized Loss = (97,785,546) Pension Funding = 50,571,672 Pension Liability/Expense = (51,471,760) Capital Contribution to Christus Stehlin Foundation for Cancer Research = (4,887,894) Capital Contribution to Christus Health Plan = (12,000,000) Reclass Christus Health Plan Investment to Net Assets = (500,000) Transfer of Net Assets Between Entities = 8,620,335 Unrealized Loss-Unconsolidated Subsidiaries (FAS 124) = (220,925) Equity Adjustment-Consolidated Subsidiaries = (54,055,767) Muguerza Equity Adjustment = (7,909,821) Dissolved Entity = 317,535 Pension Amortization = 7,356,460 Minimum Pension Liability = (96,881,793) Transfer from Christus Health Utah = 1,410,039 Grant Reversal = (235,386) PV Contribution Adjustment = 1,563 Reclass Interest Accrued to Revenue = (77,487) Intracompany Return of Unused Grant Funds = (45,000) Wire Transfer Adjustment & Interest = (5,477) Baptist St. Anthony Change in Equity = 2,943,916 Intracompany Grant Expense = (2,049) Intracompany Return of Unused Grant Funds = 45,000 Salary Grant Adjusting Item = (9,714) Rounding Adjustment = (6) Total = (254,744,618)
SUPPLEMENTAL INFORMATION ON TAX EXEMPT BONDS Form 990, Schedule K, PART I, PAGE 1 A. HARRIS COUNTY HEALTH FACILITIES DEVELOPMENT CORPORATION (F) DESCRIPTION OF PURPOSE: CONSTRUCT NEW HEALTHCARE FACILITIES AND ADVANCE REFUND A PRIOR ISSUE (JULY 28, 1999). B. HARRIS COUNTY HEALTH FACILITIES DEVELOPMENT CORPORATION (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE (SEPTEMBER 17, 2007). C. COASTAL BEND HEALTH FACILITIES DEVELOPMENT CORPORATION (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE (NOVEMBER 17, 1998) AND CONSTRUCT NEW HEALTHCARE FACILITIES. D. LOUISIANA PUBLIC FACILITIES AUTHORITY (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE (SEPTEMBER 17, 2007). FORM 990, SCHEDULE K, PART I, PAGE 2 A. LOUISIANA PUBLIC FACILITIES AUTHORITY (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE (NOVEMBER 8, 2005). B. LOUISIANA PUBLIC FACILITIES AUTHORITY (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE (NOVEMBER 20, 2007, DECEMBER 19, 2008). C. TARRANT COUNTY CULTURAL EDUCATION FACILITIES FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE (NOVEMBER 8, 2005). D. TARRANT COUNTY CULTURAL EDUCATION FACILITIES FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE (NOVEMBER 8, 2005, NOVEMBER 20, 2007). FORM 990, SCHEDULE K, PART I, PAGE 3 A. TARRANT COUNTY CULTURAL EDUCATION FACILITIES FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE (DECEMBER 19, 2008). FORM 990, SCHEDULE K PART II, PAGE 1 A. LINE 3. INVESTMENT EARNINGS = $347,402 C. LINE 3. INVESTMENT EARNINGS = $1,556,640 FORM 990, SCHEDULE K, PART II, PAGE 2 A. LINE 3. INVESTMENT EARNINGS = $121,233 B. LINE 3. INVESTMENT EARNINGS = $170,481 C. LINE 3. INVESTMENT EARNINGS = $550,929 D. LINE 3. INVESTMENT EARNINGS = $701 LINE 16. REPORTED FINAL ALLOCATION HAS NOT BEEN MADE TO THE EXTENT WE HAVE UNSPENT TRANSFER PROCEEDS. FORM 990, SCHEDULE K PART IV, PAGE 1 A. LINE 3E - TERMINATED EFFECTIVE JANUARY 4, 2012. C. LINE 3E - TERMINATED EFFECTIVE JANUARY 4, 2012.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
CHRISTUS HEALTH
 
Employer identification number

76-0590551
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) CHRISTUS HEALTH ARK-LA-TEX

2600 ST MICHAEL DRIVE

TEXARKANA,TX75503
75-2796815 		HLTHCARE SVCS TX 501(c)(3) 3 CH
 
Yes
 
(2) CHRISTUS HEALTH CENTRAL LOUISIANA

3330 MASONIC DRIVE

ALEXANDRIA,LA71301
72-0408984 		HLTHCARE SVCS LA 501(c)(3) 3 CH
 
Yes
 
(3) CHRISTUS HEALTH GULF COAST

PO BOX 922037

HOUSTON,TX77292
76-0591592 		HLTHCARE SVCS TX 501(c)(3) 3 CH
 
Yes
 
(4) CHRISTUS HEALTH NORTHERN LOUISIANA

ONE SAINT MARY PLACE

SHREVEPORT,LA71101
72-0408982 		HLTHCARE SVCS LA 501(c)(3) 3 CH
 
Yes
 
(5) Christus Spohn Health System Corporation

600 ELIZABETH STREET

CORPUS CHRISTI,TX78404
74-1109836 		HLTHCARE SVCS TX 501(c)(3) 3 CH
 
Yes
 
(6) CHRISTUS HEALTH SOUTHEAST TEXAS

2830 Calder Street

BEAUMONT,TX77726
76-0591590 		HLTHCARE SVCS TX 501(c)(3) 3 CH
 
Yes
 
(7) CHRISTUS HEALTH SOUTHWESTERN LOUISIANA

524 DR MICHAEL DEBAKEY DR

LAKE CHARLES,LA70601
72-0411322 		HLTHCARE SVCS LA 501(c)(3) 3 CH
 
Yes
 
(8) CHRISTUS SANTA ROSA HEALTH CARE CORP

333 N SANTA ROSA STREET

SAN ANTONIO,TX78207
74-1109665 		HLTHCARE SVCS TX 501(c)(3) 3 CH
 
Yes
 
(9) CHRISTUS HEALTH UTAH

919 HIDDEN RIDGE DRIVE

IRVING,TX75038
87-0231682 		HLTHCARE SVCS UT 501(c)(3) 9 CH
 
Yes
 
(10) CHRISTUS Continuing Care

1700 W LOOP SOUTH SUITE 1100

HOUSTON,TX77027
74-2898615 		HLTHCARE SVCS TX 501(c)(3) 3 CH
 
Yes
 
(11) CH WILKINSON PHYSICIAN NETWORK

1700 WEST LOOP SOUTH STE 400B

HOUSTON,TX77027
76-0422435 		HLTHCARE SVCS TX 501(c)(3) 11-TYPE 1 CH
 
Yes
 
(12) ST JOSEPH COMMUNITY FOUNDATION

2800 LAMAR AVE CAPITAL ONE

PARIS,TX75460
42-1619230 		SUPP HTH SVCS TX 501(c)(3) 11-TYPE 1 CH
 
Yes
 
(13) CHRISTUS STEHLIN FDN FOR CANCER RESEARCH

10301 Stella Link Suite A

HOUSTON,TX77025
74-1622404 		CANCER RESCH TX 501(c)(3) 9 CH
 
Yes
 
(14) DUBUIS HEALTH SYSTEM INC

1700 WEST LOOP SOUTHSTE 1100A

HOUSTON,TX77027
72-1270964 		HLTHCARE SVCS TX 501(c)(3) 3 CH
 
Yes
 
(15) CHRISTUS HEALTH FOUNDATION

919 HIDDEN RIDGE DRIVE

IRVING,TX75038
61-1500100 		SUPP HTH SVCS TX 501(c)(3) 11-TYPE 1 CH
 
Yes
 
(16) ST FRANCES CABRINI HPL FDN OF ALEXANDRIA

3330 MASONIC DRIVE

ALEXANDRIA,LA71301
72-0998302 		SUPP HTH SVCS LA 501(c)(3) 7 CNLA
 
Yes
 
(17) CHRISTUS FOUNDATION FOR HEALTHCARE

PO BOX 1919

HOUSTON,TX77251
74-6074210 		SUPP HTH SVCS TX 501(c)(3) 7 GULF COAST
 
Yes
 
(18) CHRISTUS SCHUMPERT HEALTH SYSTEM FD

ONE ST MARY PLACE

SHREVEPORT,LA71101
72-1219280 		SUPP HTH SVCS LA 501(c)(3) 7 NOLA
 
Yes
 
(19) CHRISTUS SPOHN HTH SYSTEM DEVELOPMENT FD

600 ELIZABETH STREET

CORPUS CHRISTI,TX78404
74-1906005 		SUPP HTH SVCS TX 501(c)(3) 7 SPOHN HS
 
Yes
 
(20) CHRISTUS HEALTH FDN OF SOUTHEAST OF TX

2830 CALDER

BEAUMONT,TX77702
76-0136274 		SUPP HTH SVCS TX 501(c)(3) 11-TYPE 1 SETX
 
Yes
 
(21) FRIENDS OF SANTA ROSA FOUNDATION

333 N SANTA ROSA STREET

SAN ANTONIO,TX78207
74-2723391 		SUPP HTH SVCS TX 501(c)(3) 11-TYPE 1 CSRHCC
 
Yes
 
(22) SANTA ROSA FAMILY HEALTH CENTER

333 N SANTA ROSA STREET

SAN ANTONIO,TX78207
74-2806531 		HLTHCARE SVCS TX 501(c)(3) 9 CSRHCC
 
Yes
 
(23) CHRISTUS Health Liab Retention Trust

919 HIDDEN RIDGE DRIVE

IRVING,TX75038
76-0259623 		SELF INS TRST TX 501(c)(3) 11-Type I CH
 
Yes
 
(24) SANTA ROSA GENERAL HOSPITAL AUXILIARY

333 N SANTA ROSA STREET

SAN ANTONIO,TX78207
74-1278312 		SUPP HTH SVCS TX 501(c)(3) 3 CSRHCC
 
Yes
 
(25) THE FRIENDS OF THE STEHLIN FOUNDATION

10301 STELLA LINK SUITE A

HOUSTON,TX77025
74-2200613 		SUPP CCR RSRH TX 501(c)(3) 9 CSFCR
 
Yes
 
(26) CHRISTUS HEALTH PLAN

600 ELIZABETH STREET

CORPUS CHRISTI,TX78404
45-2106295 		MEDICAID HMO TX 501(c)(3) 9 CSHSC
 
Yes
 
(27) ST FRANCES CABRINI HOSPITAL AUXILIARY

3330 MASONIC DRIVE

ALEXANDRIA,LA71301
23-7255175 		SUPP HTH SVCS LA 501(C)(3) 9 CNLA
 
Yes
 
(28) Christus Santa Rosa Med Ctr Auxiliary

2827 Babock Road

San Antonio,TX78229
73-1655493 		SUPP HTH SVCS TX 501(c)(3) 9 CSRHCC
 
Yes
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) LOUISIANA ATHLETIC CLUB LLC

1140 COLLEGE DRIVE
PINEVILLE,LA71359
72-1461793 		HEALTH CLUB LA CNLA
  		                 
(2) HEART CENTER OF CENTRAL LOUISIANA LP

2108 Texas Avenue
Alexandria,LA71301
72-1325012 		HLTHCARE SVCS LA CNLA
  		                 
(3) WEST HOUSTON REAL ESTATE DEVELOPMNT LLC

1700 WEST LOOP SOUTH
HOUSTON,TX77027
26-2330994 		HLTHCARE SVCS TX Gulf Coast
  		                 
(4) SOUTHEAST TEXAS PAIN MANAGEMENT LLC

PO BOX 5405
BEAUMONT,TX77726
26-1678856 		PAIN MGT HTH TX SETX
  		                 
(5) ST ELIZABETH REHAB PARTNERS

2830 CALDER STREET
BEAUMONT,TX777021809
20-5657181 		HLTHCARE SVCS TX H VENTURES-SETX
  		                 
(6) SOUTH RYAN MRI LLC

650 DR MICHAEL DEBAKEY DRIVE
LAKE CHARLES,LA70601
74-3103662 		IMAGING SVCS LA OCCUPATIONAL HS
  		                 
(7) MCKENNA LEASING GP LLC

600 NORTH UNION AVE
NEW BRAUNFELS,TX78130
74-1191729 		INVESTMENT TX CSRHCC
  		                 
(8) MCKENNA EQUIPMENT LEASING LP

600 NORTH UNION AVE
NEW BRAUNFELS,TX78130
20-4177842 		MED EQUIP LEA TX CSRHCC
  		                 
(9) NEW BRAUNFELS SURGICAL CENTER LLC

333 N SANTA ROSA ST
SAN ANTONIO,TX78207
81-0571408 		HLTHCARE SVCS TX CSRHCC
  		                 
(10) CSR Outpatient Surgery New Braunfels

333 N SANTA ROSA ST
SAN ANTONIO,TX78207
81-0571409 		HLTHCARE SVCS TX CSRHCC
  		                 
(11) CSR Surgery Center LLP

15305 Dallas Pkwy Ste 1600 LB 28
Addison,TX75001
20-0424958 		HLTHCARE SVCS TX CSRHCC
  		                 
(12) CHRISTUS Santa Rosa Physicians

333 Santa Rosa
San Antonio,TX78207
41-2092141 		HLTHCARE SVCS TX CSRHCC
  		                 
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) ARK-LA-TEX HEALTH NETWORK
PO BOX 2911
TEXARKANA,TX755042911
75-2562459 		HLTHCARE SVCS TX CH Ark-La-Tex
  		C-Corp      
(2) AK INTEGRATED COMM HLTH NTWK
2600 ST MICHAEL DRIVE
TEXARKANA,TX75503
76-0480684 		HLTHCARE SVCS TX CH Ark-La-Tex
  		C-Corp      
(3) HOUSTON METROPOLITAN HLTH NTWK
1700 WEST LOOP SOUTH SUITE 400A
HOUSTON,TX77027
76-0427193 		HLTHCARE SVCS TX CH Gulf Coast
  		C-Corp      
(4) SCH MGMNT SOLUTIONS INC
ONE ST MARY PLACE
SHREVEPORT,LA71101
72-1270625 		MGT JOINT VEN LA NOLA
  		C-Corp      
(5) SPOHN HEALTH NETWORK
600 ELIZABETH STREET
CORPUS CHRISTI,TX78404
74-2616328 		HLTH PLAN ADM TX Spohn HSC
  		C-Corp      
(6) SPOHN INVESTMENT CORPORATION
600 ELIZABETH STREET
CORPUS CHRISTI,TX78404
74-2322574 		RENTALS TX Spohn HSC
  		C-Corp      
(7) CHRISTUS SOUTHEAST TEXAS PHO
3010 HARRISON STREET SUITE 202
BEAUMONT,TX77702
76-0429902 		MEDICAL SVCS TX CH SETX
  		C-Corp      
(8) HEALTH VENTURES OF SE TEXAS
1700 WEST LOOP SOUTH SUITE 400A
HOUSTON,TX77027
76-0397263 		BUILDING RENT TX CH SETX
  		C-Corp      
(9) OCCUPATIONAL HEALTH SVCS INC
524 DR MICHAEL DEBAKEY DRIVE
LAKE CHARLES,LA70601
72-1217389 		MEDICAL SVCS LA CH SWLA
  		C-Corp      
(10) SOUTHWESTERN LOUISIANA PHO
524 DR MICHAEL DEBAKEY DRIVE
LAKE CHARLES,LA70601
72-1274256 		HLTHCARE SVCS LA CH SWLA
  		C-Corp      
(11) SOUTH RYAN DEVELOPMENT CORP
524 DR MICHAEL DEBAKEY DRIVE
LAKE CHARLES,LA70601
72-1183790 		LEASING BLDG LA CH SWLA
  		C-Corp      
(12) MCKENNA PROF BLDG OWNERS ASSOC
598 N UNION ST SUITE 210
NEW BRAUNFELS,TX78130
74-2742934 		BUILDING ASSO TX CSRHCC
  		C-Corp      
(13) SOUTH TEXAS HEALTH ALLIANCE
6243 IH 10 WEST SUITE 480
SAN ANTONIO,TX78201
74-2782184 		health svcs TX CSRHCC
  		C-Corp      
(14) CHRISTUS Muguerza SAPI de CV
Hidalgo PTE 2525
Col. Obispado, Monterrey,N.L.64060
MX
HLTHCARE SVCS MX CH
  		C-Corp 15,758,269 59,035,251 64.600 %
(15) EMERALD ASSURANCE CAYMAN LTD
PO BOX 1051
GRAND CAYMAN   KY1-1102
CJ
98-0407545 		INSURANCE CJ CH
  		C-Corp 33,011,950 201,437,652 100.000 %
(16) SUPERCAMPTO INC
10301 STELLA LINK SUITE A
HOUSTON,TX77025
76-0534968 		MEDICAL RSCH TX STEHLIN FND
  		C-CORP      
(17) ROMLAC INC
10301 STELLA LINK SUITE A
HOUSTON,TX77025
74-1674943 		REAL ESTATE I TX STEHLIN FND
  		C-CORP      
(18) CHRISTUS LOUISIANA HEALTH PLAN
3330 Masonic Drive
Alexandria,LA71301
45-2515179 		HLTH PLAN ADM LA CH CNLA
  		C-CORP      
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
Yes
 
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
Yes
 
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) CH WILKINSON PHYSICIAN NETWORK

 A(IV) 265,962 ACCRUAL
(2) CH WILKINSON PHYSICIAN NETWORK

 K 1,220,428 ACCRUAL
(3) CH WILKINSON PHYSICIAN NETWORK

 N 71,560 ACCRUAL
(4) CH WILKINSON PHYSICIAN NETWORK

 P 5,005,224 ACCRUAL
(5) CHRISTUS CONTINUING CARE

 A(IV) 556,811 ACCRUAL
(6) CHRISTUS CONTINUING CARE

 L 2,101,652 ACCRUAL
(7) CHRISTUS CONTINUING CARE

 O 374,536 ACCRUAL
(8) CHRISTUS CONTINUING CARE

 P 10,640,803 ACCRUAL
(9) CHRISTUS FOUNDATION FOR HEALTHCARE

 P 132,985 ACCRUAL
(10) CHRISTUS HEALTH ARK-LA-TEX

 k 3,315,445 ACCRUAL
(11) CHRISTUS HEALTH ARK-LA-TEX

 o 7,300,936 ACCRUAL
(12) CHRISTUS HEALTH ARK-LA-TEX

 p 33,712,300 ACCRUAL
(13) CHRISTUS HEALTH ARK-LA-TEX

 q 2,493,859 ACCRUAL
(14) CHRISTUS HEALTH ARK-LA-TEX

 R 4,726,807 ACCRUAL
(15) CHRISTUS HEALTH CENTRAL LOUISIANA

 k 3,354,431 ACCRUAL
(16) CHRISTUS HEALTH CENTRAL LOUISIANA

 o 13,250,670 ACCRUAL
(17) CHRISTUS HEALTH CENTRAL LOUISIANA

 p 32,710,602 ACCRUAL
(18) CHRISTUS HEALTH CENTRAL LOUISIANA

 q 682,789 ACCRUAL
(19) CHRISTUS HEALTH CENTRAL LOUISIANA

 R 5,295,449 ACCRUAL
(20) CHRISTUS HEALTH GULF COAST

 A(I) 562,948 ACCRUAL
(21) CHRISTUS HEALTH GULF COAST

 A(IV) 598,163 ACCRUAL
(22) CHRISTUS HEALTH GULF COAST

 K 3,238,695 ACCRUAL
(23) CHRISTUS HEALTH GULF COAST

 L 22,741,810 ACCRUAL
(24) CHRISTUS HEALTH GULF COAST

 O 9,603,944 ACCRUAL
(25) CHRISTUS HEALTH GULF COAST

 p 27,473,032 ACCRUAL
(26) CHRISTUS HEALTH GULF COAST

 B 174,715 ACCRUAL
(27) CHRISTUS HEALTH GULF COAST

 Q 2,651,805 ACCRUAL
(28) CHRISTUS HEALTH GULF COAST

 R 9,552,707 ACCRUAL
(29) CHRISTUS HEALTH NORTHERN LOUISIANA

 K 3,468,134 ACCRUAL
(30) CHRISTUS HEALTH NORTHERN LOUISIANA

 O 12,001,455 ACCRUAL
(31) CHRISTUS HEALTH NORTHERN LOUISIANA

 P 38,426,835 ACCRUAL
(32) CHRISTUS HEALTH NORTHERN LOUISIANA

 Q 1,213,864 ACCRUAL
(33) CHRISTUS HEALTH NORTHERN LOUISIANA

 R 8,143,101 ACCRUAL
(34) CHRISTUS HEALTH PLAN

 Q 12,000,000 ACCRUAL
(35) CHRISTUS HEALTH SOUTHEAST TEXAS

 b 525,381 ACCRUAL
(36) CHRISTUS HEALTH SOUTHEAST TEXAS

 K 6,346,627 ACCRUAL
(37) CHRISTUS HEALTH SOUTHEAST TEXAS

 L 9,867,944 ACCRUAL
(38) CHRISTUS HEALTH SOUTHEAST TEXAS

 O 15,227,603 ACCRUAL
(39) CHRISTUS HEALTH SOUTHEAST TEXAS

 P 56,266,116 ACCRUAL
(40) CHRISTUS HEALTH SOUTHEAST TEXAS

 Q 5,766,397 ACCRUAL
(41) CHRISTUS HEALTH SOUTHEAST TEXAS

 R 2,257,528 ACCRUAL
(42) CHRISTUS HEALTH SOUTHWESTERN LOUISIANA

 b 55,500 ACCRUAL
(43) CHRISTUS HEALTH SOUTHWESTERN LOUISIANA

 J 85,967 ACCRUAL
(44) CHRISTUS HEALTH SOUTHWESTERN LOUISIANA

 K 2,027,317 ACCRUAL
(45) CHRISTUS HEALTH SOUTHWESTERN LOUISIANA

 O 4,776,929 ACCRUAL
(46) CHRISTUS HEALTH SOUTHWESTERN LOUISIANA

 P 20,133,467 ACCRUAL
(47) CHRISTUS HEALTH SOUTHWESTERN LOUISIANA

 Q 1,309,909 ACCRUAL
(48) CHRISTUS HEALTH SOUTHWESTERN LOUISIANA

 R 4,513,393 ACCRUAL
(49) CHRISTUS SANTA ROSA FAMILY HEALTH CENTER

 P 762,423 ACCRUAL
(50) CHRISTUS SANTA ROSA HEALTH CARE CORPORATION

 b 210,853 ACCRUAL
(51) CHRISTUS SANTA ROSA HEALTH CARE CORPORATION

 j 325,620 ACCRUAL
(52) CHRISTUS SANTA ROSA HEALTH CARE CORPORATION

 k 9,887,490 ACCRUAL
(53) CHRISTUS SANTA ROSA HEALTH CARE CORPORATION

 O 34,505,122 ACCRUAL
(54) CHRISTUS SANTA ROSA HEALTH CARE CORPORATION

 p 70,521,874 ACCRUAL
(55) CHRISTUS SANTA ROSA HEALTH CARE CORPORATION

 Q 7,535,929 ACCRUAL
(56) CHRISTUS SANTA ROSA HEALTH CARE CORPORATION

 R 2,896,584 ACCRUAL
(57) CHRISTUS SANTA ROSA OUTPATIENT SURG CTR-NB

 P 228,529 ACCRUAL
(58) CHRISTUS SPOHN HEALTH SYSTEM CORPORATION

 k 8,671,154 ACCRUAL
(59) CHRISTUS SPOHN HEALTH SYSTEM CORPORATION

 O 23,114,068 ACCRUAL
(60) CHRISTUS SPOHN HEALTH SYSTEM CORPORATION

 p 92,450,111 ACCRUAL
(61) CHRISTUS SPOHN HEALTH SYSTEM CORPORATION

 q 8,581,669 ACCRUAL
(62) CHRISTUS SPOHN HEALTH SYSTEM CORPORATION

 r 4,476,248 ACCRUAL
(63) CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FDN

 b 57,500 ACCRUAL
(64) CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FDN

 p 67,640 ACCRUAL
(65) CHRISTUS UTAH

 R 8,639,406 ACCRUAL
(66) EMERALD ASSURANCE CAYMAN LTD

 c 2,029,670 ACCRUAL
(67) EMERALD ASSURANCE CAYMAN LTD

 o 27,369,287 ACCRUAL
(68) SPOHN INVESTMENT CORPORATION

 o 155,529 accrual
(69) SPOHN INVESTMENT CORPORATION

 p 82,161 accrual
(70) SPOHN INVESTMENT CORPORATION

 q 50,221 ACCRUAL
(71) ST ELIZABETH REHAB PARTNERS LLP

 p 106,635 accrual
(72) Ark-La-Tex Health Network

 p 55,845 accrual
(73) CHRISTUS SPOHN HEALTH SYSTEM CORPORATION

 B 149,420 accrual
(74) Christus Health Southeast Texas

 h 5,843,275 accrual
(75) Christus Health Gulf Coast

 f 3,071,527 accrual
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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