Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 07-01-2021 , and ending 06-30-2022
BCheck if applicable:
CName of organization
Christus Spohn Health System Corporation
 
 
Doing business as
SEE SCHEDULE O
 
Number and street (or P.O. box if mail is not delivered to street address)
600 ELIZABETH STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CORPUS CHRISTI, TX78404
D Employer identification number

74-1109836
E Telephone number

G Gross receipts $ 798,379,262
F Name and address of principal officer:
DOMINIC DOMINGUEZ
5802 SARATOGA BLVD STE 300
CORPUS CHRISTI,TX78414
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.CHRISTUSSPOHN.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet0928
K Form of organization:  
L Year of formation: 1965
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 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 12
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 3,981
6 Total number of volunteers (estimate if necessary) ............. 6 275
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 4,588
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 2,206,229 2,769,324
9 Program service revenue (Part VIII, line 2g) ......... 847,836,673 792,177,044
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,514,877 1,949,273
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 27,204 1,407,109
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 851,584,983 798,302,750
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,646,628 831,187
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 295,929,568 302,453,297
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet618,291    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 559,812,202 513,724,790
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 857,388,398 817,009,274
19 Revenue less expenses. Subtract line 18 from line 12....... -5,803,415 -18,706,524
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 744,284,396 766,801,147
21 Total liabilities (Part X, line 26)............. 151,992,391 103,670,739
22 Net assets or fund balances. Subtract line 21 from line 20..... 592,292,005 663,130,408
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 MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: See Schedule O
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 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 $ 201,047,545 including grants of $ 0 ) (Revenue $ 335,678,429 )
See Schedule O
4b (Code:   ) (Expenses $ 346,867,068 including grants of $ 0 ) (Revenue $ 306,849,318 )
See Schedule O
4c (Code:   ) (Expenses $ 124,747,086 including grants of $ 0 ) (Revenue $ 149,649,297 )
See Schedule O
(Code:   ) (Expenses $ 9,612,244 including grants of $ 4,534,812 ) (Revenue $ 0 )
COMMUNITY SERVICES FOR A BROADER COMMUNITY THE GREATEST SHARE OF THESE EXPENSES IS DEDICATED TO COMMUNITY HEALTH IMPROVEMENT SERVICES. THIS CATEGORY OF COMMUNITY BENEFIT INCLUDES ACTIVITIES CARRIED OUT TO IMPROVE COMMUNITY HEALTH, WHICH EXTEND BEYOND DIRECT PATIENT CARE SERVICES. CHRISTUS SPOHN'S COMMUNITY HEALTH DEVELOPMENT DEPARTMENT CONSTITUTES A MAJORITY OF THIS CATEGORY'S EXPENSE.THE COMMUNITY HEALTH DEVELOPMENT DEPARTMENT IS COMPRISED OF COMMUNITY HEALTH WORKERS AND REGISTERED NURSE NAVIGATORS THAT DEDICATE 100% OF THEIR TIME TO PROVIDING EDUCATION TO, IMPROVING ACCESS FOR, AND REDUCING BARRIERS FOR THE VULNERABLE, UNDERSERVED, UNINSURED, AND UNDERINSURED POPULATION. IN FISCAL YEAR 2022, THIS GROUP OF ASSOCIATES HELPED MORE THAN 47,354 UNIQUE INDIVIDUALS ESTABLISH WITH PHYSICIANS, KEEP FOLLOW UP APPOINTMENTS, OBTAIN NEEDED MEDICATIONS AND MEDICAL EQUIPMENT, OBTAIN TRANSPORTATION, OBTAIN REFERRALS TO NEEDED SERVICES, ACQUIRE KNOWLEDGE AND COACHING ON HOW TO IMPROVE THEIR HEALTH AND/OR MANAGE THEIR CHRONIC DISEASE(S), AND COUNTLESS OTHER ENDEAVORS. IN FY 2022, THE CHRISTUS SPOHN CAREVAN MOBILE CLINIC DELIVERED OB AND WOMEN'S SERVICES TO THE REGION'S UNINSURED WOMEN INCLUDING PRE-NATAL CARE, PAP SMEARS, LABORATORY AND ULTRA-SOUND TESTING, ANNUAL EXAMS, REFERRALS FOR FREE MAMMOGRAMS AND PRE-NATAL CARE. THIS PREVENTATIVE AND WELLNESS CARE HELPS WITH EARLY DETECTION THAT OTHERWISE MIGHT RESULT IN MORE SERIOUS HEALTH ISSUES REQUIRING HOSPITALIZATION IN THE FUTURE. THE CAREVAN ALSO PROVIDES HEALTH SCREENINGS, IMMUNIZATIONS, AND HEALTH EDUCATION TO VULNERABLE AND UNDERSERVED POPULATIONS IN THE COMMUNITY. IN FY 2022 THE CAREVAN HAD OVER 710 ENCOUNTERS WITH WOMEN AND OTHER VULNERABLE MEMBERS OF THE COMMUNITY. CHRISTUS SPOHN AWARDED GRANTS TO LOCAL ORGANIZATIONS THROUGH THE CHRISTUS FUND PROGRAM. GRANTS WERE AWARDED TO ADDRESS COMMUNITY NEEDS IDENTIFIED THROUGH THE LAST ITERATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT. 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 PEOPLE'S LIVES AND CREATE SUSTAINABLE HEALTH IN OUR COMMUNITIES. IN FY22, THE CHRISTUS FUND DISPERSED GRANTS INTO LOCAL ORGANIZATIONS THAT ACTIVELY ADDRESS MENTAL HEALTH, AFFORDABLE HOUSING, COMMUNITY AND FAMILY VIOLENCE, VULNERABLE POPULATIONS AND TRUST, OR HIGH EMERGENCY ROOM USE. ADVOCACY FOR IMPROVING PUBLIC POLICIES, WORKING TO ESTABLISH AND AUGMENT GRASSROOTS ADVOCACY AND GREATER ACCESS TO HEALTHCARE SERVICES FOR THE PATIENTS WE SERVE. THESE EFFORTS TAKE PLACE AT THE STATE AND NATIONAL LEVEL THROUGH CHRISTUS HEALTH. CLINICAL EDUCATION THROUGH ITS ACCREDITED CLINICAL PASTORAL EDUCATION PROGRAM. EACH YEAR SPOHN ACCEPTS 5-6 STUDENTS THAT PARTICIPATE IN A YEAR LONG CLASSROOM AND HANDS-ON EDUCATION PROGRAM THROUGHOUT OUR FACILITIES. SPOHN EMPLOYS A CERTIFIED CLINICAL PASTORAL EDUCATOR THAT OVERSEES THE PROGRAM AND STUDENTS AND ITS CHAPLAINS ACT AS PROFESSIONAL MENTORS TO THE STUDENTS THROUGHOUT THE YEAR LONG PROGRAM. ENROLLMENT ASSISTANCE TO THE COMMUNITY. ELIGIBILITY VENDORS ASSIST COMMUNITY MEMBERS WITH ENROLLMENT IN PUBLIC PROGRAMS TO INCREASE ACCESS TO QUALITY HEALTHCARE SERVICES. THEY PROVIDE EDUCATION AND ENROLLMENT ASSISTANCE TO THE UNINSURED POPULATION IDENTIFIED AT THE HOSPITAL.
(Code:   ) (Expenses $ 87,924 including grants of $ 0 ) (Revenue $ 0 )
COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED ROOTED IN OUR MISSION AND HERITAGE, THE FOUNDERS AND SPONSORS OF CHRISTUS HEALTH AND THOSE WHO CO-MINISTER WITH THEM SEEK NEW AND INNOVATIVE WAYS OF DELIVERING QUALITY HEALTH 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, MEALS FOR HOMELESS SHELTERS, TRANSPORTATION SERVICES, AND A VARIETY OF OTHER SOCIAL SERVICES.
(Code:   ) (Expenses $ 0 including grants of $ -3,703,625 ) (Revenue $ 0 )
Additional Grants
4d Other program services (Describe in Schedule O.)
(Expenses $ 9,700,168 including grants of $ 831,187 ) (Revenue $   )
4e Total program service expensesMediumBullet682,361,867
Form 990 (2021)
Form 990 (2021)
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? See instructions. 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 I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? 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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
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 I.........................
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 II....
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..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; 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 IV..............
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 V......
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, line 10? 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.......
11b
 
No
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.......
11c
 
No
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............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick 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 XClick 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 and XII......................
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 and XII 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, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
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. See instructions. ....
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 hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
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
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
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.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
28a
Yes
 
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
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............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part 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.............
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 VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
0
b
Enter the number of Forms W-2G included on 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
 
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
3,981
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” to line 3b, 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, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions? ...
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. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring 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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
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 or note to any line 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
1a
14
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
12
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
 
No
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 on Schedule O the process, if any, used by the organization to review this 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 on 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 on 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
Yes
 
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
Yes
 
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 (1024 or 1024-A, if applicable), 990, and 990-T (section 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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletLEE SONNE919 HIDDEN RIDGE   IRVING,TX75038 (469) 282-2000
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 the 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, Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Dominic Dominguez
 
SVP Group Ops
 20.0
.................
20.0 		X   X       0 1,452,080 628,245
(2) Jesus Garza
 
DIRECTOR/CHAIR
 1.0
.................
0.0 		X   X       0 0 0
(3) Osbert Blow
 
PRESIDENT / CEO
 40.0
.................
0.0 		X   X       0 935,685 228,862
(4) David Engel
 
Director (Term 4/2022)
 1.0
.................
0.0 		X           0 0 0
(5) Dr Kelly Miller
 
Director
 1.0
.................
0.0 		X           0 0 0
(6) Dr Shah Islam
 
NCHD DIRECTOR & MEC PRESIDENT (BEG 1/2022)
 1.0
.................
0.0 		X           0 0 0
(7) Gabe Guerra
 
Director
 1.0
.................
0.0 		X           0 0 0
(8) Govind Nadkarni
 
Director
 1.0
.................
0.0 		X           0 0 0
(9) Kirby Townsend
 
Director
 1.0
.................
0.0 		X           0 0 0
(10) Patricia Canales Bell
 
Director
 1.0
.................
0.0 		X           0 0 0
(11) Rachel Canales
 
Director (NCHD Appointee)
 1.0
.................
0.0 		X           0 0 0
(12) Robert Bosquez II
 
Director
 1.0
.................
0.0 		X           0 0 0
(13) Sister Chris Stavinoha
 
Director (BEG 1/2021)
 1.0
.................
0.0 		X           0 0 0
(14) Sister Mary Ann McKeogh
 
Director
 1.0
.................
0.0 		X           0 0 0
(15) Srikanth Damaraju MD
 
Director
 1.0
.................
0.0 		X           0 0 0
(16) Tony LaMantia
 
Director (Term 12/2021)
 1.0
.................
0.0 		X           0 0 0
(17) Gracie M Luis
 
Secretary (BEG 1/2022)
 40.0
.................
0.0 		    X       59,765 0 3,999
Form 990 (2021)
Form 990 (2021)
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 (list any hours for related organizations below dotted line) 		(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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Laura Martinez
 
Secretary (TERM 1/2022)
 40.0
.......................0.0 		    X       78,970 0 6,534
(19) Ann Marie Madden
 
CNE / Shoreline Hospital CNO
 40.0
.......................0.0 		      X     0 370,605 51,020
(20) Craig Desmond
 
President Spohn Hospital Shoreline & Memorial
 40.0
.......................0.0 		      X     0 548,395 73,500
(21) Dr Orel Everett
 
Chief Medical Officer (beg 9/2021)
 40.0
.......................0.0 		      X     0 325,104 29,597
(22) Earl Rossett
 
CNO Spohn Beeville
 40.0
.......................0.0 		      X     0 159,649 2,244
(23) Genifer Rucker
 
Pres Spohn Beeville (TERM 5/2022)
 40.0
.......................0.0 		      X     0 250,143 32,164
(24) LaNell Scott
 
Pres Spohn South
 40.0
.......................0.0 		      X     0 330,448 28,187
(25) Laura Garcia
 
Spohn South CNO
 40.0
.......................0.0 		      X     0 263,477 22,114
(26) Margot Rios
 
CNO Spohn Alice
 40.0
.......................0.0 		      X     0 279,450 52,730
(27) Patricia Cano
 
VP Philanthropy (beg 1/2021)
 40.0
.......................0.0 		      X     3,611 170,287 19,283
(28) Rebecca B Rios
 
CFO
 40.0
.......................0.0 		      X     0 412,318 90,996
(29) Reginald Allen
 
Shoreline COO (TERM 11/2021)
 40.0
.......................0.0 		      X     0 516,830 41,586
(30) Reyaan Ali
 
Shoreine VP Operations (Beg 6/2022)
 40.0
.......................0.0 		      X     0 154,301 11,392
(31) Richard Morin
 
President Alice & Kleberg Hospitals
 40.0
.......................0.0 		      X     0 355,062 71,389
(32) Stephen C Kazanjian
 
VP MISSION INTEGRATION
 40.0
.......................0.0 		      X     0 288,274 56,682
(33) CYNTHIA C CURIEL
 
RN HOUSE SUPERVISOR
 40.0
.......................0.0 		        X   212,130 0 12,519
(34) DANIEL VALENCIA
 
Clinical Pharmacist
 40.0
.......................0.0 		        X   184,846 0 10,610
(35) DEBORAH D ALLEN
 
DIR. PHARMACY
 40.0
.......................0.0 		        X   186,117 0 17,170
(36) Jes LAZARTE
 
REGISTERED NURSE
 40.0
.......................0.0 		        X   177,452 0 8,042
(37) Tracy Wood
 
REGISTERED NURSE
 40.0
.......................0.0 		        X   209,954 0 7,131
(38) Mark W Casanova
 
former key employee
 0.0
.......................40.0 		          X 0 71,422 141,355
(39) Thomas H McKinney
 
FORMER PRES SPOHN KLEBERG
 0.0
.......................40.0 		          X 0 451,717 115,039
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 1,112,845 7,335,247 1,762,390
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet368
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
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 1,006,752
f All other contributions, gifts, grants, and similar amounts not included above1f 1,762,572
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 2,769,324
Program Service RevenueAmt Business Code
2a Net Patient Service Revenue 621990 783,736,150 783,731,562 4,588  
b RETAIL PHARMACY REVENUE 446110 19,489 19,489    
c RENT-EXEMPT FUNCTION 531120 5,058,837 5,058,837    
d Corporate Service 900099 1,153,614 1,153,614    
e Physician Non-Contract Revenue 900099 1,288,006 1,288,006    
f All other program service revenue. 920,948 920,948 0 0
g Total. Add lines 2a–2f .....MediumBullet 792,177,044
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 1,856,504     1,856,504
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss) 0 0 6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 169,281   7a
b Less: cost or other basis and sales expenses 76,512   7b
c Gain or (loss) 92,769 0 7c
d Net gain or (loss).........MediumBullet 92,769     92,769
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a hurricane claims 900099 1,407,109     1,407,109
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 1,407,109
12 Total revenue. See instructions.....MediumBullet 798,302,750 792,172,456 4,588 3,356,382
Form 990 (2021)
Form 990 (2021)
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).Check if Schedule O contains a response or note to any line 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 domestic organizations and domestic governments. See Part IV, line 21 .... 831,187 831,187
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 152,879 146,440 6,164 275
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 258,548,435 247,658,466 10,424,094 465,875
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits ....... 28,808,656 26,432,586 2,295,526 80,544
10 Payroll taxes ........... 14,943,327 14,353,099 546,207 44,021
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 2,920,809 4,225 2,916,584  
c Accounting ...........        
d Lobbying ........... 1,148   1,148  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 139,140,287 77,136,863 62,003,424 0
12 Advertising and promotion .... 2,916,306 2,844,953 71,353  
13 Office expenses ....... 41,587,960 37,837,358 3,732,983 17,619
14 Information technology ...... 32,754,611   32,754,611  
15 Royalties ..        
16 Occupancy ........... 21,802,789 21,584,234 218,555  
17 Travel ............ 1,051,378 783,528 263,354 4,496
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 374,265 355,776 18,034 455
20 Interest ........... 19,535,385 18,985,180 550,205  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 34,449,993 33,577,010 872,983  
23 Insurance ... 11,908,228 7,176,937 4,731,291  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Medical Supplies 140,961,906 136,752,420 4,207,951 1,535
b PROV. UNCOLLECTIBLE ACCT 22,281,082 22,281,082    
c DUES/MEMBERSHP & SPONSORSHP 6,755,195 816,883 5,938,312  
d LPPF TAX EXPENSE 31,554,813 31,554,813    
e All other expenses 3,728,635 1,248,827 2,476,337 3,471
25 Total functional expenses. Add lines 1 through 24e 817,009,274 682,361,867 134,029,116 618,291
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 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 14,638,539 1 19,176,783
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 62,310,596 4 81,745,832
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 93,572,755 7 57,984,962
8 Inventories for sale or use ............ 22,957,746 8 24,495,314
9 Prepaid expenses and deferred charges ...... 2,020,737 9 17,543,201
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,106,222,736
b Less: accumulated depreciation 10b 560,318,552 525,882,824 10c 545,904,184
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 0 12  
13 Investments—program-related. See Part IV, line 11 .. 5,660,786 13 5,593,050
14 Intangible assets ............... 1,078,360 14 632,329
15 Other assets. See Part IV, line 11 ........... 16,162,053 15 13,725,492
16 Total assets. Add lines 1 through 15 (must equal line 33)... 744,284,396 16 766,801,147
Liabilities 17 Accounts payable and accrued expenses ..... 40,278,462 17 37,561,069
18 Grants payable ...   18  
19 Deferred revenue ......... 66,827,843 19 29,308,229
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 1 23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
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 44,886,085 25 36,801,441
26 Total liabilities. Add lines 17 through 25.. 151,992,391 26 103,670,739
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 592,252,382 27 663,085,462
28 Net assets with donor restrictions ........... 39,623 28 44,946
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 592,292,005 32 663,130,408
33 Total liabilities and net assets/fund balances ........ 744,284,396 33 766,801,147
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
798,302,750
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
817,009,274
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-18,706,524
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
592,292,005
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
17,743,336
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
71,801,591
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
663,130,408
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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 on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2021)
Form 990 (2021)
Additional Data


Software ID: 21014044
Software Version: 2021v4.2
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
Christus Spohn Health System Corporation
 
Employer identification number

74-1109836
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 2
Part II
Support Schedule for Organizations Described in Sections 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 failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
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) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (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. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (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) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (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 on 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 VI.) ..            
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) 2021

Schedule A (Form 990) 2021
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2021 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2021 		(iii)
Distributable
Amount for 2021
1 Distributable amount for 2021 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2021:
a From 2016.......  
b From 2017.......  
c From 2018.......  
d From 2019.......  
e From 2020.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2021 distributable amount  
i Carryover from 2016 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2021 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2021 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2021, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2021. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2022. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2017.....  
b Excess from 2018.....  
c Excess from 2019.....  
d Excess from 2020.....  
e Excess from 2021.....  
Schedule A (Form 990) (2021)

Schedule A (Form 990) 2021
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2021


Additional Data


Software ID: 21014044
Software Version: 2021v4.2
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Name of the organization
Christus Spohn Health System Corporation
 
Employer identification number

74-1109836
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2021)
Schedule B (Form 990) (2021) Page 2
Name of organization
Christus Spohn Health System Corporation
  		Employer identification number
74-1109836
Part I
Contributors
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


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)
Schedule B (Form 990) (2021)
Page 3
Name of organization
Christus Spohn Health System Corporation
  		Employer identification number

74-1109836
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) (2021)
Schedule B (Form 990) (2021)
Page 4
Name of organization
Christus Spohn Health System Corporation
  		Employer identification number

74-1109836
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2021)
Additional Data


Software ID: 21014044
Software Version: 2021v4.2
SCHEDULE C
(Form 990)

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Christus Spohn Health System Corporation
 
Employer identification number

74-1109836
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. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) Total
2a Lobbying nontaxable 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) 2021


Schedule C (Form 990) 2021
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 on 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)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
Yes
 
 
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
 
1,148
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
1,148
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
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part I-A, Line 1 TRANSFORMATION OF CARE FORM 990, SCHEDULE C, PART I-A, PART I-B, LINE 4, PART I-C, LINE 5, PART II-A AND PART II-B, LINE 1 CHRISTUS SPOHN LEADERSHIP MET WITH LOCAL COUNTY OFFICIALS ON ISSUES RELATING TO THE DELIVERY OF HEALTHCARE AND THE INDIGENT CARE PROGRAM IN NUECES COUNTY.
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY LOBBYING DESCRIPTION FORM 990, SCHEDULE C, PART II-B, LINES 1D AND 1G At the state level, had direct contact with members of the Texas Legislature and their respective staff through emails, letters, telephone calls, virtual meetings and meetings on issues related to Medicaid reimbursement, access to health care and state funding for safety net providers, emergency preparedness, COVID-19 response, graduate medical education, trauma network and services, local provider participation funds, opioid abuse, the Public Information Act, maternal health, children's health issues, behavioral health, Medicaid managed care, prescription drugs costs, pharmacy and prescribing authority, rural hospitals, physician relations, surprise billing, foster care reform, Medicaid directed payment programs, COVID-19 testing and treatment, CARES Act Funding, American Rescue Plan funding, health care staffing, price transparency, and the 1115 waiver program. TOTAL - 4 EXECUTIVE HOURS/2 ADMINISTRATIVE HOURS CHRISTUS SPOHN HEALTH SYSTEM CORPORATION DID NOT SUBSTANTIALLY LOBBY DURING THE FISCAL YEAR ENDED JUNE 30, 2022.
Schedule C (Form 990) 2021


Additional Data


Software ID: 21014044
Software Version: 2021v4.2

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
Christus Spohn Health System Corporation
 
Employer identification number

74-1109836
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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 section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB 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)
Revenue included on 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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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" on 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 XIII 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, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on 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 current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on 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" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. 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 .....   27,314,418 27,314,418
b Buildings ....   788,242,075 348,276,631 439,965,444
c Leasehold improvements   18,284,260 532,423 17,751,837
d Equipment ....   260,249,971 191,716,634 68,533,337
e Other .....   12,132,012 19,792,864 -7,660,852
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 545,904,184
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 36,801,441
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
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 (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 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 XIII.) ........... 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 XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
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 XIII.) ............ 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 XIII.) ............ 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 XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote PER FOOTNOTE 3 IN THE CONSOLIDATED FINANCIAL STATEMENTS, THERE ARE NO MATERIAL UNRECORDED TAX LIABILITIES AS OF JUNE 30, 2022 AND 2021.
Schedule D (Form 990) 2021


Additional Data


Software ID: 21014044
Software Version: 2021v4.2




SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
Christus Spohn Health System Corporation
 
Employer identification number

74-1109836
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . . 		    117,118,730   117,118,730 14.74 %
b Medicaid (from Worksheet 3, column a) . . . . .     124,747,086 149,649,297 0 0 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .         0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 241,865,816 149,649,297 117,118,730 14.74 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4). 13 46,313 2,667,063   2,667,063 0.34 %
f Health professions education (from Worksheet 5) . . .         0 0 %
g Subsidized health services (from Worksheet 6) . . . . 7 1,041 2,460,126   2,460,126 0.31 %
h Research (from Worksheet 7) .         0 0 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . . 1   4,534,812   4,534,812 0.57 %
j Total. Other Benefits . . 21 47,354 9,662,001 0 9,662,001 1.22 %
k Total. Add lines 7d and 7j . 21 47,354 251,527,817 149,649,297 126,780,731 15.95 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing         0 0 %
2 Economic development         0 0 %
3 Community support 1   121   121 0 %
4 Environmental improvements         0 0 %
5 Leadership development and
training for community members		         0 0 %
6 Coalition building         0 0 %
7 Community health improvement advocacy 2   38,046   38,046 0 %
8 Workforce development         0 0 %
9 Other         0 0 %
10 Total 3 0 38,167 0 38,167 0 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
22,281,082
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
130,674
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
133,624,085
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
122,582,447
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
11,041,638
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
1CSUSP SURG CTR LP
  		AMBULATORY SURGERY CENTER 49.99 %   50.01 %
2CORPUS CH SURGICARE
  		AMBULATORY SURGERY CENTER 25.49 %   48.9 %
3SHORELINE SURGERY CT
  		AMBULATORY SURGERY CENTER 25.05 %   49.89 %
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?6Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility) 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
2 CHRISTUS SPOHN HOSPITAL MEMORIAL
2606 HOSPITAL BLVD
CORPUS CHRISTI,TX78405
WWW.CHRISTUSSPOHN.ORG
000398 		X             X OP PHYSICIAN CLINICS ER ROOM & SPEC. HOSP A
3 CHRISTUS SPOHN HOSPITAL SOUTH
5950 SARATOGA BLVD
CORPUS CHRISTI,TX78414
WWW.CHRISTUSSPOHN.ORG
000398 		X X         X     A
4 CHRISTUS SPOHN HOSPITAL ALICE
2500 MAIN STREET
ALICE,TX78332
WWW.CHRISTUSSPOHN.ORG
006894 		X X         X   OP PHYSICIAN CLINICS PSYCHIATRY UNIT A
5 CHRISTUS SPOHN HOSPITAL KLEBERG
1311 EAST GENERAL CAVAZOS BLVD
KINGSVILLE,TX78363
WWW.CHRISTUSSPOHN.ORG
000216 		X X         X   OUTPATIENT PHYSICAL THERAPY A
6 CHRISTUS SPOHN HOSPITAL BEEVILLE
1500 EAST HOUSTON HIGHWAY
BEEVILLE,TX78102
WWW.CHRISTUSSPOHN.ORG
000429 		X X         X   OP PHYSICIAN CLINICS A
1 CHRISTUS SPOHN HOSPITAL SHORELINE
600 ELIZABETH STREET
CORPUS CHRISTI,TX78404
WWW.CHRISTUSSPOHN.ORG
000398 		X X   X     X   IP REHAB UNIT, IP & OP PHYSICIAL THERAPY A
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
A
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 22
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): HTTPS://WWW.CHRISTUSHEALTH.ORG/-/MEDIA/CHRISTUS-HEALTH/CONNECT-WITH-CHRISTUS/FILES/COMMUNITY-INVOLVE
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
A
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
HTTPS://WWW.CHRISTUSHEALTH.ORG/PATIENT-RESOURCES/FINANCIAL-ASSISTANCE
b
SEE SUPPLEMENTAL INFO
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 6
Part VFacility Information (continued)

Billing and Collections
A
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
A
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Schedule H, Part V, Section B, Line 3E  
Schedule H, Part V, Section B, Line 3 Facility A, 1 Facility A, 1 - SEE SCHEDULE H, PART V, SECTION A. CHRISTUS SPOHN HEALTH SYSTEM, AS PART OF ITS COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY HEALTH IMPLEMENTATION PLAN, COMMITTED TO ADDRESSING THE FOLLOWING HEALTH NEEDS IDENTIFIED IN ITS COMMUNITY: BEHAVIORAL HEALTH, AFFORDABLE HOUSING, COMMUNITY AND FAMILY VIOLENCE, TRUST IN COMMUNITY RESOURCES AND SYSTEMS BY VULNERABLE POPULATIONS, AND UNNECESSARY USE OF THE EMERGENCY ROOM. TO MAXIMIZE RESOURCES AVAILABLE FOR THE PRIORITY AREAS LISTED ABOVE, LEADERS AND STAFF AT CHRISTUS SPOHN DETERMINED THAT THE FOLLOWING ISSUES WOULD NOT BE EXPLICITLY INCLUDED IN THEIR COMMUNITY HEALTH IMPROVEMENT PLAN: DIABETES, OBESITY, PHYSICIAN RECRUITMENT, RETENTION, AND TRANSPORTATION IN THE COASTAL BEND. WHILE THE NEEDS PRIORITIZATION COMMITTEE STRESSED THAT THESE NEEDS REMAIN PRESSING, THEY WERE NOT RANKED HIGH ENOUGH FOR INCLUSION IN THE FINAL PRIORITY LIST BECAUSE COMMITTEE MEMBERS EITHER (A) DID NOT FEEL CHRISTUS SPOHN WAS OPTIMALLY POSITIONED TO ADDRESS THE NEED IN AN IMPACTFUL WAY OR (B) PERCEIVED A RELATIVE ABUNDANCE OF CAPACITY AND RESOURCES ALREADY BEING DIRECTED AT THE NEED; THROUGH OUR CONTINUED COMMUNITY COLLABORATION WITH A DIVERSE GROUP OF PROVIDERS, ORGANIZATIONS, AND ENGAGED COMMUNITY LEADERS, WE WILL CONTINUE TO IDENTIFY AREAS WHERE WE CAN WORK TOGETHER TO IMPROVE THE HEALTH AND WELLNESS OF THE COASTAL BEND. EFFORTS TO ADDRESS BEHAVIORAL HEALTH, AFFORDABLE HOUSING, COMMUNITY AND FAMILY VIOLENCE, TRUST IN COMMUNITY RESOURCES AND SYSTEMS BY VULNERABLE POPULATIONS, AND UNNECESSARY EMERGENCY ROOM USE SHOULD SIGNIFICANTLY IMPACT THE ADDITIONAL IDENTIFIED NEEDS OF DIABETES AND OBESITY IN OUR COMMUNITY.
Schedule H, Part V, Section B, Line 5 Facility A, 1 Facility A, 1 - SEE SCHEDULE H, PART V, SECTION A. CHRISTUS SPOHN DID TAKE INPUT FROM PERSONS WHO REPRESENT BROAD INTERESTS IN THE COMMUNITY, INCLUDING THOSE WITH SPECIAL KNOWLEDGE OF OR EXPERTISE IN PUBLIC HEALTH. THE MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED BY TEXAS HEALTH INSTITUTE, WHICH CONSIDERED INPUT FROM PERSONS WHO REPRESENT THE COMMUNITY BY PERFORMING ONE-ON-ONE KEY INFORMANT INTERVIEWS, FOCUS GROUP MEETINGS, AND A FINAL NEEDS PRIORITIZATION MEETING. NURSES, COMMUNITY HEALTH WORKERS, PROFESSORS, GRASSROOTS ORGANIZERS, SOCIAL SERVICE PROVIDERS, FQHCS, HEALTHCARE PROFESSIONALS, AND FAITH-BASED PROFESSIONALS PROVIDED COMMUNITY HEALTH NEEDS ASSESSMENT INPUT. THE INTERVIEWS AND MEETINGS INCLUDED REPRESENTATIVES FROM COASTAL BEND CENTER FOR INDEPENDENT LIVING, CHRISTUS SPOHN, AMISTAD COMMUNITY HEALTH CENTER, TEXAS A&M COASTAL BEND HEALTH EDUCATION CENTER, COASTAL BEND NEIGHBORHOOD EMPOWERMENT, DRISCOLL HEALTH PLAN, METHODIST HEALTHCARE MINISTRIES, METRO MINISTRIES, SOUTH COASTAL AREA HEALTH EDUCATION CENTER, AND TEXAS A&M AGRILIFE EXTENSION.
Schedule H, Part V, Section B, Line 11 Facility A, 1 Facility A, 1 - SEE SCHEDULE H, PART V, SECTION A. SIGNIFICANT NEEDS ADDRESSED AND NOT ADDRESSED CHRISTUS Spohn Health System, as part of its community health needs assessment and community health implementation plan, is committed to addressing the following health needs identified in its community: chronic illnesses (heart disease, diabetes, and obesity), behavioral health (mental health and substance abuse), access to care, improving employment, and increasing access to housing and wrap-around services. CHRISTUS Spohn addresses chronic illness by providing opportunities for education and resource assistance related to heart disease, diabetes, and obesity. Spohn will utilize its community health workers and nurse navigators to educate, provide resources, and provide case management and continue to partner with local organizations on community education initiatives focused on diabetes education. CHRISTUS Spohn addresses behavioral health-related needs by providing resources to combat mental illness or substance abuse. Spohn has implemented free depression screenings to all Spohn-clinic patients, provides free counseling to all Spohn-clinic patients at the time of their visit, and has expanded in-patient behavioral health services through a partnership with oceans healthcare, and sustaining and enhancing collaborations and referral relationships with local behavioral health service providers. CHRISTUS Spohn addresses access to care by focusing on increasing access to primary care providers. All in-patients without a primary care provider are offered assistance in finding a provider before discharge. Additionally, Spohn utilizes its Hector P Garcia Family Health Center to address this need. The Hector P Garcia clinic offers free assistance in finding a primary care provider, enrolling into Nueces County Hospital District services to obtain a primary care provider, and offers extended hours at the walk-in Quick Care clinic six days a week with no appointment necessary. CHRISTUS Spohn addresses improving employment by cultivating and maintaining partnerships with clinical and non-clinical education programs. These partnerships result in CHRISTUS Spohn being the premier teaching hospital in the Coastal Bend region. CHRISTUS Spohn is addressing increasing access to housing and wrap-around services by supporting local organizations that focus on providing these services and creating a community collaboration. Spohn supports these organizations by inviting them to apply for CHRISTUS Fund grants, offering partnership and collaboration to meet shared goals, and by sharing resources. Additionally, Spohn has created and heads the area Homeless Leaders Collaborative, a group of organizations that are working to facilitate a results-based accountability approach to mitigate and eliminate homelessness in select Coastal Bend communities. To maximize resources available for the priority areas listed above, CHRISTUS Spohn determined that the following issues would not be explicitly included in their community health improvement plan: physician recruitment & retention and transportation. While the needs prioritization committee stressed that these needs remain pressing, they were not ranked high enough for inclusion in the final priority list because committee members either (a) did not feel CHRISTUS Spohn was optimally positioned to address the need in an impactful way, or (b) perceived a relative abundance of capacity and resources already being directed at the need. Through our continued community collaboration with a diverse group of providers, organizations, and engaged community leaders, we will continue to identify areas where we can work together to improve the health and wellness of the coastal bend.
Schedule H, Part V, Section B, Line 13 Facility A, 1 Facility A, 1 - SEE SCHEDULE H, PART V, SECTION A. DETERMINATION OF ELIGIBILITY FOR DISCOUNTED CARE Under the hospital's policy, uninsured patients who meet certain financial criteria are eligible for financial assistance. The policy also assisted medically indigent patients. Patients below 200% of federal poverty guidelines generally received free care. Patients who were uninsured and above 200% of the federal poverty guideline were billed rates consistent with amounts generally billed to commercial payers. Patients who were uninsured and between 200 and 400 percent of federal poverty guidelines could apply for additional assistance to pay amounts less than AGB.
Schedule H, Part V, Section B, Line 15 Facility A, 1 Facility A, 1 - SEE SCHEDULE H, PART V, SECTION A. FAP APPLICATION FORM'S METHOD FOR APPLYING FOR FINANCIAL ASSISTANCE In addition to regular applications, the hospital also assessed patients for presumptive eligibility to facilitate assisting needy patients. The hospital implemented electronic eligibility tools that used patient demographic data, credit reports, and other publicly available information to estimate a patient's income, assets, and liquidity. Patients were screened as part of the collection attempt process. When the electronic screening was used as the basis for presumptive eligibility, the highest discount of complete free care was granted for eligible services for retrospective dates of service only. If a patient did not qualify under the electronic enrollment process, the patient could still be considered under the traditional financial assistance application process.
Schedule H, Part V, Section B, Line 16 Facility A, 1 Facility A, 1 - SEE SCHEDULE H, PART V, SECTION A. HOW THE HOSPITAL FACILITY PUBLICIZES THE FINANCIAL ASSISTANCE POLICY A summary of the policy and documents needed to apply for assistance was widely available at www.christushealth.org/charitycare. This website was the first result in google when patients searched for the hospital name and charity care or financial assistance. Effective July 1, 2016, the individual hospital's homepage had a conspicuous financial assistance link directing patients to the charity care homepage. Financial counselors also publicized the availability of financial assistance during one-on-one visits with patients. The hospital attempted to provide all uninsured patients with financial counseling. Spending time face-to-face with patients allowed counselors to facilitate the application process for patients who otherwise might not have sought assistance. Counselors helped complete financial assistance applications and evaluate payment plans for outstanding balances. Uninsured patients were screened for Medicaid eligibility, and counselors assisted eligible patients in completing those applications.
Schedule H, Part V, Section B, Line 20 Facility A, 1 Facility A, 1 - SEE SCHEDULE H, PART V, SECTION A. The financial assistance policy is introduced when collection calls result in patient contact. The agents performed a verbal screening on the call to see if the patient might be eligible for charity care. In addition, billing statements contained the following notice: you may qualify for financial assistance based on your income level. If you do not qualify and cannot make payment in full, we will work with you to set up an acceptable payment plan.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?2
Name and address Type of Facility (describe)
1 CORPUS CHRISTI SURGICARE LTD
15305 DALLAS PARKWAY SUITE 1600 LB2
8
ADDISON,TX75001 		OUTPATIENT SURGERY CENTER
2 SHORELINE SURGERY CENTER LLP
15305 DALLAS PARKWAY SUITE 1600 LB2
8
ADDISON,TX75001 		OUTPATIENT SURGERY CENTER
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
Schedule H, Part V, Section B, Line 17 DID THE HOSPITAL FACILITY HAVE IN PLACE DURING THE TAX YEAR A SEPARATE BILLING AND COLLECTIONS POLICY, OR A WRITTEN FINANCIAL ASSISTANCE POLICY THAT EXPLAINED ACTION THE HOSPITAL FACILITY MAY TAKE UPON NON-PAYMENT? The hospital did not engage in extraordinary collection actions during the tax year. The policy strictly prohibited taking legal action against patients and forbade placing a lien on the patient's home. In the event of nonpayment, the hospital and its collections groups would send statements and make phone calls.
Schedule H, Part V, Section B, Line 18 Item F The hospital did not engage in any extraordinary collection actions during the tax year. The policy strictly prohibited taking legal action against patients and forbade placing a lien on the patient's home. In the event of nonpayment, the hospital and its collections groups would send statements and make phone calls.
Schedule H, Part V, Section B, Line 22 Item B DETERMINE THE MAXIMUM AMOUNTS THAT CAN BE CHARGED TO FAP-ELIGIBLE INDIVIDUALS FOR EMERGENCY OR OTHER MEDICALLY NECESSARY CARE. THE HOSPITAL USED THE AVERAGE COMMERCIAL INSURANCE REIMBURSEMENT RATE FROM FISCAL YEAR ENDING 6/30/22 TO DETERMINE AMOUNTS GENERALLY BILLED TO PATIENTS WITH INSURANCE. THIS AVERAGE RATE WAS THE AVERAGE REIMBURSEMENT RECEIVED FOR CATEGORIES OF SERVICES FROM ALL PRIVATE INSURERS THAT REIMBURSE HOSPITALS ACROSS THE CHRISTUS HEALTH SYSTEM, EXCEPT FOR ST. VINCENT AND LONG-TERM HOSPITALS, AND EXCLUDING IMPLANT AND DRUG CONTRIBUTION DOLLARS. ALL UNINSURED PATIENTS WERE CHARGED NO MORE THAN 45% OF CHARGES FOR THE RELEVANT SERVICE LINE. PATIENTS ELIGIBLE FOR ADDITIONAL FINANCIAL ASSISTANCE WERE CHARGED NO MORE THAN THE AVERAGE RATE (FOR INCOME LEVELS FROM 301% TO 400% OF FPL) OR RECEIVED FREE CARE (FOR INCOMES AT OR BELOW 300% OF THE FPL). FOR LAB SERVICES, ELIGIBLE PATIENTS WERE CHARGED A PERCENTAGE OF THE MEDICARE RATE.
Schedule H, Part III, Line 1 BAD DEBT REPORTING IN ACCORDANCE WITH HFMA STATEMENT 15 CHRISTUS HEALTH FOLLOWS IN PRINCIPLE HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT NO. 15. THE SYSTEM HAS ADOPTED AN UNCOMPENSATED CARE POLICY WHERE REVENUE FROM SERVICES PROVIDED TO THE UNINSURED IS RECOGNIZED AT THE TIME OF PAYMENT, RATHER THAN AT THE TIME OF SERVICE. THIS POLICY IS THE RESULT OF A LACK OF REASONABLE ASSURANCE OF COLLECTION FOR SERVICES PROVIDED TO THE UNINSURED DUE TO THE SYSTEM'S HISTORICALLY LOW COLLECTION RATE. MANAGEMENT HAS ESTIMATED THAT THE DIFFERENCE BETWEEN RECORDING REVENUE FROM THE UNINSURED ON A CASH BASIS, RATHER THAN THE ACCRUAL BASIS, IS IMMATERIAL. ACCORDINGLY, ALL ACCOUNTS RECEIVABLE FROM THE UNINSURED HAVE BEEN FULLY RESERVED IN THE ALLOWANCE FOR UNCOMPENSATED CARE.
Schedule H, Part I, Line 7f PERCENT OF TOTAL EXPENSE Total expense from form 990, part ix, line 25, column (a) is $817,009,274. The bad debt expense included in this amount is $22,281,082. This leaves a total expense of $794,728,192 for calculating line 7, column (f).
Schedule H, Part I, Line 7f FIN ASSISTANCE/ OTHER BENEFITS AS A PERCENTAGE OF COST The organization's total community benefit expense, as reported in part I, line 7k, column (c) as a percentage of the total expense, is 31.65%, which exceeds the amount reported in part I, line 7k, column (f), which is computed using net community benefit expense.
Schedule H, Part I, Line 7i CASH AND IN-KIND CONTRIBUTIONS CHRISTUS Spohn Health System made cash and in-kind contributions during the fiscal year. The amount is calculated following reporting rules for schedule h, worksheet 8. This amount differs from grants reported in form 990, schedule I, grants and other assistance to organizations, governments, and individuals, and part ix, lines 1 through 3 grants and other assistance. CHRISTUS Health established the CHRISTUS fund, a grant fund to provide resources to nonprofit agencies and groups whose vision, mission, and goals are consistent with CHRISTUS Health's mission, values, and philosophy of a healthy community. CHRISTUS fund grants were provided to two nonprofit organizations in the fiscal year. The grant dollars were used to support programs promoting the health needs of the community CHRISTUS Spohn serves. All grants to outside organizations through the CHRISTUS fund are made to nonprofit organizations supporting community health. These grant dollars are not included on schedule h, part i, line 7(i).
Schedule H, Part III, Line 3 BAD DEBT ATTRIBUTABLE TO PTS UNDER CHARITY CARE The filing organization recognizes that some patients are unable or unwilling to seek financial assistance due to barriers such as educational level, literacy, documentation requirements, or being Intimidated by the application process to estimate the amount of the organization's bad debt expense attributable to patients who may be eligible for financial assistance but have not submitted an application, the organization engaged Paro Decision Support, LLC. Paro charity score is designed to identify patients that likely qualify for financial assistance based on a predictive model and other financial and asset estimates derived from public record sources. For the fiscal year ending June 30, 2011, the organization reported that 30% of bad debt expenses were attributable to patients who may have been eligible for financial assistance but were not responsive to the existing application process. This figure was based on the paro analysis and estimates of patients' financial needs that examined whether patients were characteristic of others who historically qualified for assistance under the traditional application process. The presumptive charity care analysis determined a benchmark of bad debt accounts in CHRISTUS Health that lacked the information to be eligible for charity care under the filing organization's customary process but would have likely qualified for assistance. During the fiscal year, the organization utilized the paro score to identify the accounts of individual patients that were likely eligible for financial assistance despite having not completed an application. The organization granted presumptive eligibility for these accounts, which were reclassified under our financial assistance policy. The amounts were not reported as bad debt. The amount reported on schedule h, part iii, line 3 is the difference between the presumptive charity care benchmark established in the fiscal year ending June 30, 2011, and the aggregate of individual accounts for which the organization granted presumptive eligibility in the fiscal year. It is important to note that the figure calculated for the fiscal year ending June 30, 2011, was estimated and not exact. Therefore, the difference between the amounts qualified as presumptive charity care in any fiscal year may vary from the benchmark established in the fiscal year ending June 30, 2011.
Schedule H, Part III, Line 8 The medical center uses the Medicare cost report methodology, which Apportions routine costs (room and board) based on Medicare or Medicaid days to total days and apportions ancillary costs based on program charges to total charges.
Schedule H, Part II COMMUNITY BUILDING ACTIVITIES The CHRISTUS Health advocacy department is working in partnership with local, state, and federal policymakers to ensure activities and programs are in place that will enhance public health and advance general knowledge. During the fiscal year, 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 our patients. Some leading community-building activities are improving access to health services and building collaborative relationships with other organizations seeking to address chronic conditions that disproportionately impact the poor and underserved. The indigent care health program is a limited benefit plan administered by CHRISTUS Spohn in which certain medical services are covered for eligible Nueces county recipients. Eligibility entitles qualified residents within Nueces county to receive health care services while residing within the county, including major medical expenses, hospitalization, and surgeries, routine medical expenses, office visits, annual exams, medications, and durable medical equipment, all subject to co-payments. CHRISTUS Spohn remains committed to providing the community with access to affordable, quality health care by collaborating with physicians, Spohn family health centers, hospitals, and various local organizations to seek solutions to improve their health and well-being.
Schedule H, Part VI, Line 5 PROMOTION OF COMMUNITY HEALTH (Continuation) 21. As a nonprofit organization and part of CHRISTUS Health, a regional governing board mainly comprised of independent community members Representing the makeup of the area we serve guides CHRISTUS Spohn health system corporation. 22. We are privileged to have an open medical staff comprised of qualified physicians who work with us to provide care to our communities. All qualified physicians who are granted privileges to serve with us in our hospitals must undergo a thorough credentialing and orientation process. 23. All persons employed and affiliated with CHRISTUS Spohn Health System must complete an annual conflict of interest statement. 24. CHRISTUS Health reinvests all surplus funds into the communities it serves through expanded health services, new technologies, and better facilities. 25. During the fiscal year, CHRISTUS Health advocated for improvement in public policies and worked to establish, and in some instances augment, grassroots advocacy for greater access to health care services for all. CHRISTUS Spohn is committed to building healthier communities and will continue to collaborate with organizations throughout the region, whenever possible, to address those needs not explicitly targeted by our system's community health improvement plan.
Schedule H, Part I, Line 5a BUDGETED CHARITY CARE THE ORGANIZATION BUDGETS CHARITY CARE FOR INTERNAL FINANCIAL REVIEW PURPOSES ONLY. THE PROVISION OF CHARITY CARE IS NOT LIMITED TO AMOUNTS ESTABLISHED FOR BUDGETARY PURPOSES.
Schedule H, Part I, Line 6a ANNUAL COMMUNITY BENEFIT REPORT A REPORT OF COMMUNITY BENEFIT IS INCLUDED IN A WRITTEN ANNUAL REPORT FOR CHRISTUS HEALTH, THE ORGANIZATION'S PARENT COMPANY. CHRISTUS HEALTH IS AN INTERNATIONAL, CATHOLIC, FAITH BASED, NONPROFIT HEALTH SYSTEM FORMED IN 1999 WITH A MISSION TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST. THE ANNUAL COMMUNITY BENEFIT REPORT SUMMARIZES ACTIVITIES AND PROGRAMS CONDUCTED DURING THE PAST YEAR TO IMPROVE HEALTH INCLUDING PROACTIVE COMMUNITY HEALTH SERVICES. HOWEVER, THE ANNUAL REPORT IS ONLY A SNAPSHOT OF HOW THE ORGANIZATION DISTINGUISHES ITSELF IN ITS VISION TO BE A LEADER, A PARTNER, AND AN ADVOCATE IN CREATING INNOVATIVE HEALTH AND WELLNESS SOLUTIONS THAT IMPROVE THE LIVES OF INDIVIDUALS AND COMMUNITIES.
Schedule H, Part I, Line 7b UNREIMBURSED MEDICAID CHRISTUS SPOHN HEALTH SYSTEM CORPORATION REINVESTS ALL SURPLUS FUNDS BACK IN TO THE COMMUNITIES WE SERVE THROUGH EXPANDED HEALTH SERVICES, NEW TECHNOLOGIES, AND BETTER FACILITIES.
Schedule H, Part V, Section B, Line 16b FAP APPLICATION FORM WEBSITE HTTPS://WWW.CHRISTUSHEALTH.ORG/-/MEDIA/CHRISTUS-HEALTH/PLAN-CARE/FILES/BILL-PAY/FINANCIAL-ASSISTANCE/FINANCIAL-LANGUAGE-DOCUMENTS/V2FINANCIAL-ASSISTANCE-APPLICATION.ASHX
Schedule H, Part V, Section B, Line 16c PLAIN LANGUAGE FAP SUMMARY WEBSITE https://www.christushealth.org/-/media/christus-health/plan-care/files/bill-pay/financial-assistance/financial-language-documents/2021plainlanguagesummaryhospitalenglish.ashx
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance Line 7a: ratio of patient care cost to charges based on schedule h, Worksheet 2 Line 7b: ratio of patient care cost to charges based on schedule h, Worksheet 2 Line 7e: actual expenses less any direct offsetting revenue Line 7f: actual expenses less any direct offsetting revenue Line 7g: subsidized health services cost is at FMV
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount THE ORGANIZATION'S TOTAL BAD DEBT EXPENSE (TOTAL OF ALL HOSPITAL FACILITIES) IS IN ACCORDANCE WITH THE ORGANIZATION'S FINANCIAL STATEMENTS, WHICH IS COMPUTED AS BAD DEBT NET OF CONTRACTUAL ALLOWANCE, PAYMENTS RECEIVED AND RECOVERIES OF BAD DEBT PREVIOUSLY WRITTEN OFF.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology THE FILING ORGANIZATION RECOGNIZES THAT SOME PATIENTS ARE UNABLE OR UNWILLING TO SEEK FINANCIAL ASSISTANCE DUE TO BARRIERS SUCH AS EDUCATIONAL LEVEL, LITERACY, DOCUMENTATION REQUIREMENTS, OR BEING INTIMIDATED BY THE APPLICATION PROCESS. IN ORDER TO ESTIMATE THE AMOUNT OF THE ORGANIZATION'S BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS WHO MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE BUT HAVE NOT SUBMITTED AN APPLICATION, THE ORGANIZATION ENGAGED PARO DECISION SUPPORT, LLC. PARO CHARITY SCORE IS DESIGNED TO IDENTIFY PATIENTS THAT LIKELY QUALIFY FOR FINANCIAL ASSISTANCE BASED ON A PREDICTIVE MODEL AND OTHER FINANCIAL AND ASSET ESTIMATES FOR THE PATIENT DERIVED FROM PUBLIC RECORD SOURCES. FOR THE FISCAL YEAR ENDING JUNE 30, 2011, THE ORGANIZATION REPORTED THAT 30% OF BAD DEBT EXPENSES WERE ATTRIBUTABLE TO PATIENTS WHO MAY HAVE BEEN ELIGIBLE FOR FINANCIAL ASSISTANCE BUT WERE NOT RESPONSIVE TO THE APPLICATION PROCESS EXISTING AT THAT TIME. THIS FIGURE WAS BASED ON THE PARO ANALYSIS AND ESTIMATES OF PATIENTS' FINANCIAL NEEDS THAT EXAMINED WHETHER PATIENTS WERE CHARACTERISTIC OF OTHERS WHO HISTORICALLY QUALIFIED FOR ASSISTANCE UNDER THE TRADITIONAL APPLICATION PROCESS. THE PRESUMPTIVE CHARITY CARE ANALYSIS PERFORMED FOR THE PRIOR FISCAL YEAR DETERMINED A BENCHMARK OF BAD DEBT ACCOUNTS IN THE CHRISTUS HEALTH SYSTEM THAT LACKED THE INFORMATION TO QUALIFY FOR CHARITY CARE UNDER THE FILING ORGANIZATION'S CUSTOMARY PROCESS BUT WOULD HAVE LIKELY QUALIFIED FOR ASSISTANCE. DURING THE FISCAL YEAR ENDING JUNE 30, 2022, THE ORGANIZATION UTILIZED THE PARO SCORE TO IDENTIFY THE ACCOUNTS OF INDIVIDUAL PATIENTS THAT WERE LIKELY ELIGIBLE FOR FINANCIAL ASSISTANCE DESPITE HAVING NOT COMPLETED AN APPLICATION, AND SUCH AN ANALYSIS DETERMINED THAT 3.73% OF SUCH ACCOUNTS WERE LIKELY ELIGIBLE FOR FINANCIAL ASSISTANCE. THE ORGANIZATION GRANTED PRESUMPTIVE ELIGIBILITY FOR THESE ACCOUNTS AND THEY WERE RECLASSIFIED UNDER OUR FINANCIAL ASSISTANCE POLICY. THE AMOUNTS WERE NOT REPORTED AS BAD DEBT. THE AMOUNT REPORTED ON SCHEDULE H, PART III, LINE 3 IS THE DIFFERENCE BETWEEN THE PRESUMPTIVE CHARITY CARE BENCHMARK ESTABLISHED IN THE FISCAL YEAR ENDING JUNE 30, 2011 AND THE AGGREGATE OF INDIVIDUAL ACCOUNTS FOR WHICH THE ORGANIZATION GRANTED PRESUMPTIVE ELIGIBILITY IN THE FISCAL YEAR ENDING JUNE 30, 2022. THUS, THE ORGANIZATION ESTIMATES THAT ONLY 0.59% OF THE BAD DEBT EXPENSES IN FISCAL YEAR ENDING JUNE 30, 2021 ARE ATTRIBUTABLE TO PATIENTS WHO WOULD LIKELY HAVE QUALIFIED FOR FINANCIAL ASSISTANCE. IT IS IMPORTANT TO NOTE THAT THE FIGURE CALCULATED FOR FISCAL YEAR ENDING JUNE 30, 2011 WAS ESTIMATED AND NOT EXACT, AND THEREFORE THE DIFFERENCE BETWEEN THE AMOUNTS QUALIFIED AS PRESUMPTIVE CHARITY CARE IN ANY FISCAL YEAR MAY VARY FROM THE BENCHMARK ESTABLISHED IN FISCAL YEAR ENDING JUNE 30, 2011.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote THE FOOTNOTE TO THE CHRISTUS HEALTH CONSOLIDATED FINANCIAL STATEMENTS SAYS, THE PREPARATION OF THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES (U.S. GAAP) REQUIRES MANAGEMENT OF THE SYSTEM TO MAKE ASSUMPTIONS, ESTIMATES, AND JUDGMENTS THAT AFFECT THE AMOUNTS REPORTED IN THE FINANCIAL STATEMENTS, INCLUDING THE NOTES THERETO, AND RELATED DISCLOSURES OF COMMITMENTS AND CONTINGENCIES, IF ANY AT THE DATE OF THE CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT RELIES ON HISTORICAL EXPERIENCE AND ON OTHER ASSUMPTIONS BELIEVED TO BE REASONABLE UNDER THE CIRCUMSTANCES IN MAKING ITS JUDGMENT AND ESTIMATES. ACTUAL RESULTS COULD DIFFER MATERIALLY FROM THESE ESTIMATES.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance IT IS THE POLICY OF THE ORGANIZATION TO PURSUE COLLECTIONS OF PATIENT BALANCES FROM PATIENTS WHO HAVE THE ABILITY TO PAY FOR THESE SERVICES. CHRISTUS HEALTH APPLIES ITS COLLECTION EFFORTS CONSISTENTLY AND FAIRLY TO ALL PATIENTS REGARDLESS OF INSURANCE. IF A PATIENT DOES NOT HAVE THE FINANCIAL RESOURCES TO PAY THEIR OUTSTANDING BALANCES, THE GOAL OF THE ORGANIZATION IS TO QUALIFY THESE PATIENTS THROUGH THE ORGANIZATION'S CHARITY POLICY OR SCREEN THE PATIENTS THROUGH ORGANIZATION'S PRESUMPTIVE CHARITY TESTS. IF THE PATIENT QUALIFIES UNDER EITHER POLICY THE ACCOUNT WILL BE WRITTEN OFF BASED UPON LEVEL OF QUALIFICATION. THESE POLICIES SUPPORT THE MISSION AND VISION OF THE ORGANIZATION AND ARE APPROVED BY SENIOR LEADERSHIP.
Schedule H, Part V, Section B, Line 16a FAP website A - CHRISTUS SPOHN HOSPITAL SHORELINE: Line 16a URL: HTTPS://WWW.CHRISTUSHEALTH.ORG/PATIENT-RESOURCES/FINANCIAL-ASSISTANCE;
Schedule H, Part V, Section B, Line 16b FAP Application website A - CHRISTUS SPOHN HOSPITAL SHORELINE: Line 16b URL: SEE SUPPLEMENTAL INFO;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website A - CHRISTUS SPOHN HOSPITAL SHORELINE: Line 16c URL: SEE SUPPLEMENTAL INFO;
Schedule H, Part VI, Line 2 Needs assessment CHRISTUS SPOHN HEALTH SYSTEM IS A NON-PROFIT, CATHOLIC, INTEGRATED HEALTHCARE DELIVERY SYSTEM THAT INCLUDES FIVE ACUTE CARE HOSPITALS IN FOUR COUNTIES IN THE COASTAL BEND REGION. CHRISTUS SPOHN'S DEDICATED ASSOCIATES PROVIDE CARE TAILORED TO THE INDIVIDUAL NEEDS OF EVERY PATIENT, AIMING TO DELIVER HIGH-QUALITY SERVICES WITH EXCELLENT CLINICAL OUTCOMES. CHRISTUS SPOHN WORKS CLOSELY WITH THE LOCAL COMMUNITY TO IDENTIFY AND INCORPORATE REGIONAL HEALTH NEEDS INTO SYSTEM-WIDE PLANNING AND STRATEGY. TO THIS END, CHRISTUS SPOHN COMMISSIONED METOPIO TO CONDUCT AND PRODUCE ITS 2020-2022 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), AS REQUIRED BY LAW TO BE PERFORMED ONCE EVERY THREE YEARS AS A CONDITION OF 501(C)(3) TAX-EXEMPT STATUS. IN THIS COMMUNITY HEALTH NEEDS ASSESSMENT, METOPIO STAFF, CHRISTUS SPOHN LEADERSHIP, AND COMMUNITY STAKEHOLDERS ANALYZED INDICATORS OF HEALTH NEEDS BASED ON DEMOGRAPHICS AND SOCIOECONOMIC TRENDS; MEASURES OF PHYSICAL, BEHAVIORAL, SOCIAL, AND EMOTIONAL HEALTH; AND RISK FACTORS AND BEHAVIORS THAT PROMOTE HEALTH OR PRODUCE SICKNESS. THE LATTER PROVIDED INSIGHT INTO SOCIAL DETERMINANTS OF HEALTH OPERATING IN THE REPORT AREA, SUCH AS POVERTY RATES, LACK OF AFFORDABLE HOUSING, LACK OF SKILLED LABOR TRAINING, AND FOOD INSECURITY. REPORT FINDINGS COMBINE SECONDARY ANALYSIS FROM PUBLICLY AVAILABLE DATA SOURCES, HOSPITAL UTILIZATION DATA, AND INPUT FROM THOSE WITH INTIMATE KNOWLEDGE OF THE LOCAL PUBLIC HEALTH AND HEALTHCARE SYSTEMS TO PRESENT A COMPREHENSIVE OVERVIEW OF UNMET HEALTH NEEDS IN THE REGION. CHRISTUS SPOHN AND METOPIO GUIDED THE NEEDS ASSESSMENT PROCESS THROUGHOUT THE PROJECT'S LIFE, ENSURING THE DATA AND ANALYSES REMAINED GROUNDED IN THE LOCAL CONTEXT. FOCUS GROUPS AND NEEDS PRIORITIZATION MEETINGS PROVIDED INPUT FROM COMMUNITY MEMBERS AND STAKEHOLDERS REPRESENTING THE COASTAL BEND REGION. A FINAL LIST OF FIVE PRIORITIZED HEALTH NEEDS WAS DEVELOPED THROUGH AN ITERATIVE DEBRIEFING AND REFINEMENT OF FINDINGS. BASED ON COMMUNITY INPUT AND ANALYSIS OF A MYRIAD OF DATA, THE PRIORITIES FOR THE COMMUNITIES SERVED BY CHRISTUS SPOHN HEALTH SYSTEM FOR 2023-2025 FALL INTO TWO DOMAINS UNDERNEATH AN OVERARCHING GOAL OF ACHIEVING HEALTH EQUITY. THE TWO DOMAINS AND CORRESPONDING HEALTH NEEDS ARE: 1) ADVANCE HEALTH AND WELL-BEING BY ADDRESSING: CHRONIC ILLNESS, SPECIFICALLY, HEART DISEASE, DIABETES, AND OBESITY; BEHAVIORAL HEALTH, SPECIFICALLY, MENTAL HEALTH AND SUBSTANCE ABUSE; AND ACCESS TO CARE 2) BUILD RESILIENT COMMUNITIES AND IMPROVE SOCIAL DETERMINANTS OF HEALTH BY IMPROVING EMPLOYMENT BY BUILDING EDUCATION AND TRAINING OPPORTUNITIES; INCREASING ACCESS TO HOUSING AND WRAP-AROUND SERVICES. THIS PRIORITY LIST OF HEALTH NEEDS AND THE DATA COMPILED TO SUPPORT THE SELECTION LAYS THE FOUNDATION FOR CHRISTUS SPOHN HEALTH SYSTEM TO REMAIN AN ACTIVE, INFORMED PARTNER IN POPULATION HEALTH IN THE REGION FOR YEARS TO COME.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance CHRISTUS Spohn makes every effort to educate patients on its charity and discount policy and about their eligibility for assistance under federal, state, or local government programs during registration, pre-registration (for scheduled tests and surgeries), post-registration (during their hospitalization), and following discharge (telephone or written inquiry) in languages appropriate for the population being served. Patients are given information and forms by a financial counselor who helps them complete the forms during their inpatient and outpatient visits. Patients are asked to bring or mail supporting documentation to determine income, assets, and household expenses. The business office reviews the application based on the information provided by the patient. A new bill is generated if the patient qualifies for charity care or a discount. Patients who do not provide the required documentation are considered ineligible and are billed accordingly. If the documentation is provided later, the patient may be determined to be eligible for charity care or a discount. The billing office retains documentation for seven years. A public notice regarding the charity care policy is posted in prominent places throughout the hospitals, including but not limited to the emergency room waiting areas and the admissions office waiting areas, as required by both the state of Texas community benefit standard (which addresses the duties and responsibilities of nonprofit hospitals) and CHRISTUS Health community benefit guidelines #050. A public notice regarding the charity care policy and information on financial assistance are also posted on the CHRISTUS Health website. The information on financial assistance includes explanations on the availability of financial assistance, who qualifies, and how to apply for financial assistance.
Schedule H, Part VI, Line 4 Community information CHRISTUS Spohn Health System is located along the lower Texas coastal area (often called the coastal bend), which includes a 14-county region with a population of more than 600,000 individuals. While CHRISTUS Spohn's service area is vast, it has hospitals strategically located in four coastal bend counties: Bee, Jim Wells, Kleberg, and Nueces. These four counties have a total population of 465,734 residents; the community information for the four hospital counties reflects the communities of the coastal bend region while representing the bulk of individuals using CHRISTUS Spohn's services. Just over 75% of the four-county population resides in Nueces county. Seventy-eight percent of residents in the four counties live in Nueces county, the only urban county, while the remaining 22% live in the remaining rural counties. This mirrors the urban-rural breakdown of the Texas population statewide. The population within the four-county area had a population change of 4.7% from 2010 to 2017. Individuals aged 18 to 64 (working-aged adults) constitute 61% of the total population. Of the remaining population, 14% are 65 and older, 18% are school-aged children, and 7% are in infancy or early childhood. Overall, the population ages 65 and older are slightly higher than that of the population of Texas (12%). Compared to Texas, the population of the four counties where CHRISTUS Spohn has hospitals has a higher proportion of Hispanic residents. The Hispanic/Latino population in the area is 64%. This is significantly higher than the state of Texas at 39% and 17% of total U.S. citizens. The Asian, Native Hawaiian/pacific islander, and Native American/Alaska Native categories comprise less than 2% of the area's population. The area's population is evenly distributed by gender (50% male, 50% female), mirroring the gender distribution of Texas and the U.S. Consolidated median income data for the four-county area is not available. Still, county-level data shows that Nueces county has a median annual family income of just over $14,000 higher than bee county ($61,273 compared to $47,234). For all four counties, the income level is lower than Texas' median family income ($64,585). Poverty is widespread in the area, with 40% of residents across the four counties earning annual incomes at or below 200% FPL. Bee county and Jim Wells county have even higher poverty at 47% and 48%, respectively. According to 2019 federal guidelines, 200% FPL corresponds to an income of $51,500 per year for a family of four. Spanish-speaking populations have higher poverty rates than English-speaking populations in the area (16% versus 19%). The poverty within the English-speaking population mirrors the Texas and U.S. poverty levels. At the same time, the poverty within the Spanish-speaking population is lower than the Texas and U.S. poverty levels (19%, 24%, 23%). The high school graduation rate for the region is on par with Texas for the four-county area. However, when broken down by county, Bee county, and Jim Wells county have a higher percentage of the population that have not completed high school at 29% and 27%, respectively. College graduation is significantly lower in the region compared to the state of Texas at 26% versus 35%, respectively. The four-county area's unemployment rate is similar to the state of Texas, while food insecurity is slightly lower. Eleven percent of the four-county area residents experience food insecurity (i.e., uncertainty about whether they will be able to get enough nutritious food at some point during the year) compared to about 15% of Texas residents. At 18%, the rate of uninsured in the report area is the same as Texas' rate of uninsured. Less than 1% of elderly adults in the area are uninsured due to the availability of Medicare coverage for the age group. In contrast, 1 in 4 working-age adults in the report area are uninsured, and approximately 1 in 10 children living in the report area are uninsured. Currently, Texas remains among the 14 states that have declined to expand Medicaid.
Schedule H, Part VI, Line 5 Promotion of community health CHRISTUS Spohn collaborates with community organizations, churches, businesses, social service organizations, and other healthcare organizations to facilitate and strengthen the accessibility of quality healthcare services for all, especially vulnerable and underserved populations. Activities undertaken by CHRISTUS Spohn to promote the health and wellness of the community include: 1. CHRISTUS Spohn has established healthcare facilities across four cities and four counties in the coastal bend to provide access to healthcare services to as many people as possible. These facilities include three hospital campuses in Corpus Christi: shoreline campus, memorial campus, and south campus. As well as three rural hospitals: Spohn Kleberg in Kingsville, Spohn Alice in Alice, and Spohn Beeville in Beeville. 2. CHRISTUS Spohn's other healthcare facilities include investments in two ambulatory surgery centers (Corpus Christi SurgiCare, ltd. And shoreline surgery center, l.l.p.) 3. CHRISTUS Spohn offers convenient locations for primary care through the CHRISTUS Spohn family health centers and a CareVan mobile Outreach clinic. 4. CHRISTUS Spohn collaborates with the federally qualified health centers (FQHCs) in its region and other nonprofit health clinics in the area that are committed to creating greater access to primary care. 5. CHRISTUS Spohn aids in the recruiting of physicians who ultimately contract with the CHRISTUS provider network, which in turn contracts with CHRISTUS Spohn to provide the physician services in the CHRISTUS Spohn family health centers. Most of the clients who receive primary care and chronic disease management are uninsured or receive coverage from Medicaid/chip/Nueces county hospital district. 6. Implementing the community health worker and care management concept at all CHRISTUS Spohn family health centers establishes an in-house working network to provide continuity of care for the indigent and underserved, from primary care services to in-patient and ambulatory services. This program assists patients in managing their chronic illnesses, providing health education, obtaining community-based resources, preventing unnecessary emergency department use, and avoiding preventable hospitalizations. 7. The CHRISTUS Spohn CareVan is a mobile clinic that delivers OB and women's services four days a week (including prenatal care, pap smears, laboratory and ultra-sound testing, annual exams, and referrals for free mammograms and pre-natal care) to uninsured women. This preventative and wellness care help with early detection that otherwise might result in more serious health issues requiring hospitalization. 8. When not in use for women's services, the CareVan is serving the coastal bend by providing health screenings, immunizations, health education, and counseling to vulnerable and underserved populations throughout the community. 9. The dr. Hector P. Garcia memorial family health center is an entire healthcare complex located on the grounds of CHRISTUS Spohn's memorial hospital. It provides education to coastal bend residents on nights and weekends; offers specialty clinics, laboratory services, and imaging services to insured and uninsured patients; a full pharmacy with walk-in access; and a quick care walk-in clinic operating 9 am to 9 pm Monday through Saturday and 11 am to 5 pm on Sunday. 10. The CHRISTUS Spohn family medicine academic center clinic is within walking distance from CHRISTUS Spohn's memorial hospital. Family medicine residents in a Texas A&M affiliated residency program work alongside the attending physicians of the CHRISTUS provider network to provide care to the underserved and uninsured population of the coastal bend. An average of 100-120 patients are seen daily in the clinic. Most of these patients have Medicaid coverage or lack insurance altogether. 11. In addition to the family medicine academic center clinic and the walk-in quick care clinic, CHRISTUS Spohn has two family health centers located in the greater Corpus Christi area. Each family health center clinic cares for Nueces county hospital district patients and patients with other payor sources. The locations are listed below: a. Christus Spohn family health center - Robstown, 1038 Texas Yes Blvd., Robstown, TX 78380 b. CHRISTUS Spohn family health center - Westside, 4617 Greenwood Drive, Corpus Christi, TX 78416 12. Specialty clinics are located in the Hector P Garcia memorial family health center. These clinics exist for follow-up care and Specialty care. Physicians/providers offer a centralized area for easy access to cardiovascular, neurology, nephrology, orthopedic, Gynecological, and plastic surgery care. Also, contracts with off-campus providers ensure that other specialty medical services are available for those who would typically not be able to access specialty care outside this controlled setting. 13. The revamping of the Nueces county health department's (NCHD) indigent care program included CHRISTUS Spohn as its partner in providing health care services. In reorganizing its services, a central goal of the NCHD indigent care program is to route eligible participants to the appropriate settings. The CHRISTUS Spohn partnership provides the following programs: (a) um/cm plan; (b) pre-approval of services with verification of medical necessity and a tie-in to the care Management program; (c) an empanelment of clients into a medical home concept; (d) target of populations, i.e., diabetic patients with a1c's greater than 10, into the full-service track; (e) weekly multidisciplinary diabetic clinic to meet target population's need; (f) pharmaceutical case management; (g) preferred provider list with cm/um management; and (h) medical director for the indigent care plan. 14. CHRISTUS Spohn Hospital memorial is the designated contract provider for the Nueces center for mental health and Intellectual disabilities (MHID). It provides onsite psychiatric triage as part of its contractual relationships with MHID. This provides an alternative for patients who utilize the Emergency Department as a first resort. 15. CHRISTUS Spohn has rural health clinics in Beeville and Freer, providing services to the uninsured, underinsured, and broader community. CHRISTUS Spohn employs the staff in these clinics. 16. CHRISTUS Spohn health system hospitals in Alice, Beeville, and Kleberg collaborate with the community action corporation of South Texas' FQHC in its respective areas. These clinics provide primary care to uninsured and underinsured patients. This prevents patients from utilizing the hospital emergency departments as their medical home. 17. Ongoing collaboration with Mission of Mercy, a national nonprofit organization that provides free primary care to uninsured patients. CHRISTUS Spohn provides lab work, diabetes education, and flu vaccinations to patients at no charge. In addition, the CHRISTUS Spohn CareVan refers uninsured patients who need primary care to Mission of Mercy. Likewise, Mission of Mercy refers women needing a mammogram or pre-natal care to the CHRISTUS Spohn CareVan. 18. Diabetes education is provided through diabetes self-management training classes. These classes are offered at the Hector P Garcia memorial family health center through the Texas A&M coastal bend health education center (CBHEC). Diabetes support groups, self-management training classes, and additional diabetes resources are offered through Texas A&M CBHEC in various locations throughout the community. CHRISTUS Spohn collaborates with Texas A&M CBHEC to host diabetes health fairs throughout the coastal bend. CHRISTUS Spohn houses a certified diabetes educator at the Hector P Garcia memorial family health center to provide on-site education and referrals to patients in immediate need. 19. CHRISTUS Spohn is proud to be a teaching hospital committed to educating health professionals (graduate medical education, nursing students, allied health professionals, pharmacists, etc.). Helping to prepare future healthcare professionals is a distinguishing characteristic of nonprofit healthcare. 20. CHRISTUS Spohn also utilizes cash donations as a vehicle to help our communities. CHRISTUS Spohn made cash donations, in addition to grants awarded through the CHRISTUS fund, to support the fight against cancer, diabetes, heart disease, and many other important community initiatives.
Schedule H, Part VI, Line 6 Affiliated health care system CHRISTUS Spohn Health System is part of CHRISTUS Health, an international, Catholic, faith-based, nonprofit health system comprised of almost 350 services and facilities, including more than 60 hospitals and long-term care facilities, 175 clinics and outpatient centers, and other community health ministries and community development ventures. Christus services can be found in Arkansas, Georgia, Iowa, Louisiana, New Mexico, Texas, and internationally in the countries of Mexico, Chile, and Colombia.
Schedule H, Part VI, Line 7 State filing of community benefit report TX
Schedule H (Form 990) 2021
Additional Data


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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
Christus Spohn Health System Corporation
 
Employer identification number
74-1109836
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC 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
noncash assistance		 (h) Purpose of grant
or assistance
(1) American Heart Association
500 N Shoreline Blvd
Corpus Christi,TX78401 		13-5613797 501(C)(3) 20,000       SUPPORT CARDIO DISEASE RSRCH
(2) Lulac Council 1 Foundation Inc
4855 S ALAMEDA
Corpus Christi,TX78412 		84-3716272 501(C)(3) 10,420       COMMUNITY OUTREACH
(3) CHRISTUS SPOHN HEALTH SYSTEM DEV FNDN
600 Elizabeth St
Corpus Christi,TX78404 		74-1906005 501 (C)(3) 480,985       GENERAL SUPPORT
(4) Rotary Club of Corpus Christi
921 N Chaparral Ste 210
Corpus Christi,TX78401 		76-6104491 501 (C)(4) 0 318,866   medical supplies to Ukraine for war efforts GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
3
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2021

Schedule I (Form 990) 2021
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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. THE FILING ORGANIZATION PROVIDES INDIGENT FUNDING GRANTS TO THE COUNTIES IN WHICH CHRISTUS HEALTH SYSTEM AFFILIATES SERVE VIA GRANTS PAID TO OTHER HOSPITALS AND HEALTHCARE ORGANIZATIONS LOCATED WITHIN SUCH COUNTIES. THIS CHARITABLE DONATION HELPS RELIEVE THE ADDITIONAL EXPENSE OF HEALTHCARE FOR THE INDIGENT POPULATION WITHIN OUR COMMUNITIES THAT THE FILING ORGANIZATION MAY NOT DIRECTLY SERVE IN ONE OF ITS HOSPITALS. THIS IS A RESULT OF OUR MISSION TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST, ESPECIALLY TO THE POOR AND UNDERSERVED.
Schedule I (Form 990) 2021



Additional Data


Software ID: 21014044
Software Version: 2021v4.2


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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
Christus Spohn Health System Corporation
 
Employer identification number

74-1109836
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 on 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 on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used 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 on 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
 
No
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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on 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" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
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 on 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 (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Osbert Blow
 
PRESIDENT / CEO 		(i)

(ii)		 0
-------------
655,122 		0
-------------
279,873 		0
-------------
690 		0
-------------
214,475 		0
-------------
14,387 		0
-------------
1,164,547 		0
-------------
0
2Dominic Dominguez
 
SVP Group Ops 		(i)

(ii)		 0
-------------
1,003,923 		0
-------------
408,565 		0
-------------
39,592 		0
-------------
487,365 		0
-------------
140,880 		0
-------------
2,080,325 		0
-------------
0
3Ann Marie Madden
 
CNE / Shoreline Hospital CNO 		(i)

(ii)		 0
-------------
268,187 		0
-------------
61,649 		0
-------------
40,769 		0
-------------
44,487 		0
-------------
6,533 		0
-------------
421,625 		0
-------------
0
4Craig Desmond
 
President Spohn Hospital Shoreline & Memorial 		(i)

(ii)		 0
-------------
407,365 		0
-------------
112,059 		0
-------------
28,971 		0
-------------
62,138 		0
-------------
11,362 		0
-------------
621,895 		0
-------------
0
5Earl Rossett
 
CNO Spohn Beeville 		(i)

(ii)		 0
-------------
141,585 		0
-------------
18,064 		0
-------------
0 		0
-------------
391 		0
-------------
1,853 		0
-------------
161,893 		0
-------------
0
6Genifer Rucker
 
Pres Spohn Beeville (TERM 5/2022) 		(i)

(ii)		 0
-------------
183,289 		0
-------------
66,854 		0
-------------
0 		0
-------------
19,604 		0
-------------
12,560 		0
-------------
282,307 		0
-------------
0
7LaNell Scott
 
Pres Spohn South 		(i)

(ii)		 0
-------------
235,798 		0
-------------
89,213 		0
-------------
5,437 		0
-------------
25,574 		0
-------------
2,613 		0
-------------
358,635 		0
-------------
0
8Laura Garcia
 
Spohn South CNO 		(i)

(ii)		 0
-------------
194,994 		0
-------------
67,833 		0
-------------
650 		0
-------------
19,857 		0
-------------
2,257 		0
-------------
285,591 		0
-------------
0
9Margot Rios
 
CNO Spohn Alice 		(i)

(ii)		 0
-------------
180,295 		0
-------------
63,130 		0
-------------
36,025 		0
-------------
44,492 		0
-------------
8,238 		0
-------------
332,180 		0
-------------
0
10Dr Orel Everett
 
Chief Medical Officer (beg 9/2021) 		(i)

(ii)		 0
-------------
284,244 		0
-------------
40,000 		0
-------------
860 		0
-------------
23,062 		0
-------------
6,535 		0
-------------
354,701 		0
-------------
0
11Patricia Cano
 
VP Philanthropy (beg 1/2021) 		(i)

(ii)		 3,611
-------------
141,338 		0
-------------
28,949 		0
-------------
0 		0
-------------
13,933 		0
-------------
5,350 		3,611
-------------
189,570 		0
-------------
0
12Rebecca B Rios
 
CFO 		(i)

(ii)		 0
-------------
296,438 		0
-------------
108,142 		0
-------------
7,738 		0
-------------
77,237 		0
-------------
13,759 		0
-------------
503,314 		0
-------------
0
13Reginald Allen
 
Shoreline COO (TERM 11/2021) 		(i)

(ii)		 0
-------------
284,959 		0
-------------
99,746 		0
-------------
132,125 		0
-------------
23,857 		0
-------------
17,729 		0
-------------
558,416 		0
-------------
0
14Reyaan Ali
 
Shoreine VP Operations (Beg 6/2022) 		(i)

(ii)		 0
-------------
136,752 		0
-------------
17,344 		0
-------------
205 		0
-------------
678 		0
-------------
10,714 		0
-------------
165,693 		0
-------------
0
15Richard Morin
 
President Alice & Kleberg Hospitals 		(i)

(ii)		 0
-------------
233,892 		0
-------------
84,067 		0
-------------
37,103 		0
-------------
56,561 		0
-------------
14,828 		0
-------------
426,451 		0
-------------
0
16Stephen C Kazanjian
 
VP MISSION INTEGRATION 		(i)

(ii)		 0
-------------
184,460 		0
-------------
66,304 		0
-------------
37,510 		0
-------------
48,301 		0
-------------
8,381 		0
-------------
344,956 		0
-------------
0
17CYNTHIA C CURIEL
 
RN HOUSE SUPERVISOR 		(i)

(ii)		 198,045
-------------
0 		3,500
-------------
0 		10,585
-------------
0 		11,383
-------------
0 		1,136
-------------
0 		224,649
-------------
0 		0
-------------
0
18DEBORAH D ALLEN
 
DIR. PHARMACY 		(i)

(ii)		 164,671
-------------
0 		21,346
-------------
0 		100
-------------
0 		8,082
-------------
0 		9,088
-------------
0 		203,287
-------------
0 		0
-------------
0
19DANIEL VALENCIA
 
Clinical Pharmacist 		(i)

(ii)		 180,376
-------------
0 		1,000
-------------
0 		3,470
-------------
0 		7,450
-------------
0 		3,160
-------------
0 		195,456
-------------
0 		0
-------------
0
20Tracy Wood
 
REGISTERED NURSE 		(i)

(ii)		 194,830
-------------
0 		750
-------------
0 		14,374
-------------
0 		7,131
-------------
0 		0
-------------
0 		217,085
-------------
0 		0
-------------
0
21Jes LAZARTE
 
REGISTERED NURSE 		(i)

(ii)		 170,314
-------------
0 		0
-------------
0 		7,138
-------------
0 		7,867
-------------
0 		175
-------------
0 		185,494
-------------
0 		0
-------------
0
22Thomas H McKinney
 
FORMER PRES SPOHN KLEBERG 		(i)

(ii)		 0
-------------
331,255 		0
-------------
107,432 		0
-------------
13,030 		0
-------------
99,616 		0
-------------
15,423 		0
-------------
566,756 		0
-------------
0
23Mark W Casanova
 
former key employee 		(i)

(ii)		 0
-------------
62,426 		0
-------------
0 		0
-------------
8,996 		0
-------------
61,797 		0
-------------
79,558 		0
-------------
212,777 		0
-------------
0
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 1a Travel for companions TAXABLE COMPENSATION WAS REPORTED TO VARIOUS OFFICERS AND BOARD MEMBERS RELATED TO COMPANION TRAVEL TO CHRISTUS MEETINGS.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR IS AN EMPLOYEE OF CHRISTUS HEALTH, A RELATED ORGANIZATION. AS A RESULT, COMPENSATION IS ESTABLISHED AT THE CHRISTUS HEALTH LEVEL AND THE FILING ORGANIZATION DOES NOT HAVE A ROLE IN IMPLEMENTING THE METHODS USED TO ESTABLISH COMPENSATION OR IN DETERMINING CEO/EXECUTIVE DIRECTOR COMPENSATION. CHRISTUS HEALTH USES AN EXECUTIVE COMPENSATION COMMITTEE TO ESTABLISH AND APPROVE THE COMPENSATION OF THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. THIS COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT WHO PERFORMS BI-ANNUAL COMPENSATION SURVEY.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan 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. MARGOT RIOS RECEIVED $34,976 DURING THE CALENDAR YEAR 2021 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. RICHARD MORIN RECEIVED $36,285 DURING THE CALENDAR YEAR 2021 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. REGINALD ALLEN RECEIVED $131,330 DURING THE CALENDAR YEAR 2021 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. ANN MARIE MADDEN RECEIVED $5,732 DURING THE CALENDAR YEAR 2021 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. STEVEN KAZANJIAN RECEIVED $36,560 DURING THE CALENDAR YEAR 2021 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN.
Schedule J, Part II FORM 990, PART VII, LINE 1A AND SCHEDULE J, PART II DIRECTORS AND EX-OFFICIO DIRECTORS PROVIDE THEIR SERVICES AS MEMBERS OF THE BOARD WITHOUT COMPENSATION OR BENEFITS. ANY COMPENSATION AND BENEFITS DISCLOSED FOR SUCH PERSONS IS EARNED IN THE RESPECTIVE INDIVIDUAL'S ROLE AS AN OFFICER OR EMPLOYEE OF THE ORGANIZATION, NOT FOR THE INDIVIDUAL'S ROLE AS A BOARD MEMBER OR DIRECTOR. OFFICERS, KEY EMPLOYEES AND HIGHEST PAID EMPLOYEES ARE FULL-TIME EMPLOYEES. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS.
Schedule J, Part II SUPPLEMENTAL COMPENSATION INFORMATION 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.
Schedule J, Part II SUPPLEMENTAL COMPENSATION INFORMATION THE BONUS AND INCENTIVE COMPENSATION REPORTED AS RELATED COMPENSATION WAS PAID TO THE FOLLOWING PERSONS BY CHRISTUS HEALTH, A RELATED ORGANIZATION OF THE FILING ENTITY: DOMINIC DOMINGUEZ, OSBERT BLOW, REGINALD ALLEN, REBECCA B. RIOS, RICHARD MORIN, ANN MARIE MADDEN, LANELL SCOTT, DR. OREL EVERETT, MARGOT RIOS, LAURA GARCIA, GENIFER RUCKER, PATRICIA CANO, STEPHEN C. KAZANJIAN AND THOMAS H. MCKINNEY.
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 2021.
Schedule J, Part II, Column (C) DEFERRED COMPENSATION 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.
Schedule J (Form 990) 2021

Additional Data


Software ID: 21014044
Software Version: 2021v4.2
Schedule L
(Form 990)
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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
Christus Spohn Health System Corporation
 
Employer identification number

74-1109836
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) 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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting 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 assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) 2021
Schedule L (Form 990) 2021
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) Shah Islam MD
  		paid as an independent contractor by Spohn HSC 108,900 MEDICAL SERVCIES   No
(2) Srikanth Damaraju
  		paid as an independent contractor by Spohn HSC 36,000 MEDICAL SERVCIES   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) 2021


Additional Data


Software ID: 21014044
Software Version: 2021v4.2




SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
Christus Spohn Health System Corporation
 
Employer identification number

74-1109836
Return Reference Explanation
Form 990, Part I, Line 1 DOING BUSINESS AS CHRISTUS SPOHN CANCER CENTER - ALICE CHRISTUS SPOHN CANCER CENTER - CALALLEN CHRISTUS SPOHN CANCER CENTER - SHORELINE CHRISTUS SPOHN DR. HECTOR P. GARCIA MEMORIAL FAMILY HEALTH CENTER CHRISTUS SPOHN FAMILY HEALTH CENTER (BEEVILLE) CHRISTUS SPOHN FAMILY HEALTH CENTER - FREER CHRISTUS SPOHN FAMILY HEALTH CENTER - NORTHSIDE CHRISTUS SPOHN FAMILY HEALTH CENTER - PADRE ISLAND CHRISTUS SPOHN FAMILY HEALTH CENTER - ROBSTOWN CHRISTUS SPOHN FAMILY HEALTH CENTER - WESTSIDE CHRISTUS SPOHN HEART INSTITUTE CHRISTUS SPOHN HEALTH SYSTEM CHRISTUS SPOHN HOSPITAL CORPUS CHRISTI - MEMORIAL CHRISTUS SPOHN HOSPITAL CORPUS CHRISTI - SHORELINE CHRISTUS SPOHN HOSPITAL CORPUS CHRISTI - SOUTH CHRISTUS Spohn Medical Clinic - Alice CHRISTUS SPOHN MEDICAL CLINIC - BEEVILLE CHRISTUS SPOHN MEMORIAL QUICK CARE CHRISTUS SPOHN NEUROSCIENCES CENTER CHRISTUS Spohn Women's Clinic - Alice CHRISTUS SPOHN WOUND CARE & HYPERBARIC CLINIC
Form 990, Part III, Line 1 ORGANIZATION'S MISSION CHRISTUS Spohn Health System is part of CHRISTUS Health, formed in 1999 to strengthen the healthcare ministries of the congregations of the Sisters of Charity of the Incarnate Word of Houston and San Antonio and the Sisters of the Holy Family of Nazareth. Founded on the mission To extend the healing ministry of Jesus Christ, CHRISTUS Spohn serves the entire coastal bend region, striving to help those in need. The vision of CHRISTUS Health, a Catholic health ministry, is to be a leader, a partner, and an advocate in creating innovative health and wellness solutions that improve the lives of individuals and communities so that all may experience God's healing presence and love.
Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION COMMITMENT TO BENEFITTING OUR COMMUNITIES CHRISTUS Spohn Health System responds to the community's health care needs through services provided at three hospital campuses in Corpus Christi - the Shoreline campus, the Memorial campus, and the South campus. Additionally, we serve our rural communities through CHRISTUS Spohn Hospital Kleberg in Kingsville, CHRISTUS Spohn Hospital Alice in Alice, and CHRISTUS Spohn hospital Beeville in Beeville. Each facility of CHRISTUS Spohn Health System shares one objective - to heal the way Jesus healed; mind, body, and spirit to create a holistically healthy community. By collaborating with non-profit organizations, FQHCs, local businesses, churches, and grassroots organizers, CHRISTUS Spohn Health System strengthened its role as a primary provider of comprehensive and accessible healthcare services. These partnerships within the community have assisted us in creating a response to those in need. Furthermore, investment in community services is only possible with dedicated employees and volunteers. They help build strong relationships between the hospitals, other healthcare ministries, and the communities, nurturing CHRISTUS' mission to meet the needs and make a difference in the lives of others. Understanding the need to improve access to health care to as much of our population as possible, CHRISTUS Health participates in government-sponsored healthcare programs, including Medicaid, Medicare, and a variety of others. In addition, we offer specific programs to provide free or discounted services to those in need who do not have third-party coverage or do not participate in government-sponsored programs. CHRISTUS Spohn conducts its activities and serves its healthcare purpose without regard to race, color, creed, religion, gender, orientation, disability, age, or national origin. Each of the six campuses within CHRISTUS Spohn Health System provides a 24-hour emergency room that is open to all who need emergent care, regardless of their ability to pay. CHRISTUS Spohn corporation also offers various local Community health services, convenient locations for Primary care through the CHRISTUS Spohn family health centers, rural health clinics, and a mobile outreach clinic. In addition, CHRISTUS Spohn collaborates with the federally qualified health centers (FQHCs) in our region, as well as other not-for-profit organizations in the coastal bend area that are committed to creating greater access to primary care. One example is CHRISTUS Spohn provides free lab work and flu vaccines for patients seen by Mission of Mercy. This not-for-profit free health clinic utilizes the services of volunteer physicians and nurses and uses donated space in churches, community centers, and other locations throughout the region.
Form 990, Part III, Line 4b PROGRAM SERVICE DESCRIPTION COMMUNITY BENEFIT REPORTING - CHARITY CARE AND MEDICAID CHRISTUS adheres to the catholic health association's a guide for planning and reporting community benefit and complies with the state of Texas requirements for reporting. Community benefits reported as unpaid costs include both charity care and community services. To the limits of its resources, CHRISTUS Health is an institution of purely public charity; thus, the most tangible expression of CHRISTUS Health's charitable purpose is providing health care services to those who cannot pay. This falls into two categories: charity care and unpaid government indigent care. In keeping with the mission, values, and vision of CHRISTUS Health, CHRISTUS Spohn Health System provides charity care services that respect the dignity of the patients and their families. Charity care is services provided without charge or at a cost that is less than the usual charge for such services. The determination as to the amount to Charge, if any, is according to a patient's ability to pay as determined by the established eligibility criteria. For uninsured patients whose economic circumstances place them at or under 300 percent of the federal poverty level (FPL), services are provided without any expectation of payment. Uninsured patients whose economic circumstances place them between 300 and 400 percent of FPL are charged based on a sliding scale. Those above 400 percent receive discounts based on the uninsured fee schedule. CHRISTUS Spohn Health System also discounts care for those whose medical expenses would deplete their financial resources. If, after payments, a bill is still more than 25% of the family's annual gross income, the remaining bill is discounted. No patient is refused necessary medical care due to inability to pay. CHRISTUS Health participates in Medicaid programs in Texas, New Mexico, Arkansas, and Louisiana. Those programs seek to provide payment for health care services to individuals who meet specific financial and other requirements. Financial requirements include the evaluation of both assets and income.
Form 990, Part III, Line 4c PROGRAM SERVICE DESCRIPTION OTHER GOVERNMENT SPONSORED SERVICES In addition to providing charity care and other community services, CHRISTUS Health provides services to persons covered under government-sponsored programs, including Medicare and Tricare. The non-reimbursed cost of these services is reported to the state of Texas but is not included in federal reports since CHRISTUS Health follows 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 case rate, calculated based on the diagnostic-related group into which the patient is categorized. Outpatient services are reimbursed per the Medicare fee schedule.
Form 990, Part III, Line 4d Description of other program services (Expenses $ 9,612,244 including grants of $ 4,534,812)(Revenue $ 0) COMMUNITY SERVICES FOR A BROADER COMMUNITY THE GREATEST SHARE OF THESE EXPENSES IS DEDICATED TO COMMUNITY HEALTH IMPROVEMENT SERVICES. THIS CATEGORY OF COMMUNITY BENEFIT INCLUDES ACTIVITIES CARRIED OUT TO IMPROVE COMMUNITY HEALTH, WHICH EXTEND BEYOND DIRECT PATIENT CARE SERVICES. CHRISTUS SPOHN'S COMMUNITY HEALTH DEVELOPMENT DEPARTMENT CONSTITUTES A MAJORITY OF THIS CATEGORY'S EXPENSE.THE COMMUNITY HEALTH DEVELOPMENT DEPARTMENT IS COMPRISED OF COMMUNITY HEALTH WORKERS AND REGISTERED NURSE NAVIGATORS THAT DEDICATE 100% OF THEIR TIME TO PROVIDING EDUCATION TO, IMPROVING ACCESS FOR, AND REDUCING BARRIERS FOR THE VULNERABLE, UNDERSERVED, UNINSURED, AND UNDERINSURED POPULATION. IN FISCAL YEAR 2022, THIS GROUP OF ASSOCIATES HELPED MORE THAN 47,354 UNIQUE INDIVIDUALS ESTABLISH WITH PHYSICIANS, KEEP FOLLOW UP APPOINTMENTS, OBTAIN NEEDED MEDICATIONS AND MEDICAL EQUIPMENT, OBTAIN TRANSPORTATION, OBTAIN REFERRALS TO NEEDED SERVICES, ACQUIRE KNOWLEDGE AND COACHING ON HOW TO IMPROVE THEIR HEALTH AND/OR MANAGE THEIR CHRONIC DISEASE(S), AND COUNTLESS OTHER ENDEAVORS. IN FY 2022, THE CHRISTUS SPOHN CAREVAN MOBILE CLINIC DELIVERED OB AND WOMEN'S SERVICES TO THE REGION'S UNINSURED WOMEN INCLUDING PRE-NATAL CARE, PAP SMEARS, LABORATORY AND ULTRA-SOUND TESTING, ANNUAL EXAMS, REFERRALS FOR FREE MAMMOGRAMS AND PRE-NATAL CARE. THIS PREVENTATIVE AND WELLNESS CARE HELPS WITH EARLY DETECTION THAT OTHERWISE MIGHT RESULT IN MORE SERIOUS HEALTH ISSUES REQUIRING HOSPITALIZATION IN THE FUTURE. THE CAREVAN ALSO PROVIDES HEALTH SCREENINGS, IMMUNIZATIONS, AND HEALTH EDUCATION TO VULNERABLE AND UNDERSERVED POPULATIONS IN THE COMMUNITY. IN FY 2022 THE CAREVAN HAD OVER 710 ENCOUNTERS WITH WOMEN AND OTHER VULNERABLE MEMBERS OF THE COMMUNITY. CHRISTUS SPOHN AWARDED GRANTS TO LOCAL ORGANIZATIONS THROUGH THE CHRISTUS FUND PROGRAM. GRANTS WERE AWARDED TO ADDRESS COMMUNITY NEEDS IDENTIFIED THROUGH THE LAST ITERATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT. 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 PEOPLE'S LIVES AND CREATE SUSTAINABLE HEALTH IN OUR COMMUNITIES. IN FY22, THE CHRISTUS FUND DISPERSED GRANTS INTO LOCAL ORGANIZATIONS THAT ACTIVELY ADDRESS MENTAL HEALTH, AFFORDABLE HOUSING, COMMUNITY AND FAMILY VIOLENCE, VULNERABLE POPULATIONS AND TRUST, OR HIGH EMERGENCY ROOM USE. ADVOCACY FOR IMPROVING PUBLIC POLICIES, WORKING TO ESTABLISH AND AUGMENT GRASSROOTS ADVOCACY AND GREATER ACCESS TO HEALTHCARE SERVICES FOR THE PATIENTS WE SERVE. THESE EFFORTS TAKE PLACE AT THE STATE AND NATIONAL LEVEL THROUGH CHRISTUS HEALTH. CLINICAL EDUCATION THROUGH ITS ACCREDITED CLINICAL PASTORAL EDUCATION PROGRAM. EACH YEAR SPOHN ACCEPTS 5-6 STUDENTS THAT PARTICIPATE IN A YEAR LONG CLASSROOM AND HANDS-ON EDUCATION PROGRAM THROUGHOUT OUR FACILITIES. SPOHN EMPLOYS A CERTIFIED CLINICAL PASTORAL EDUCATOR THAT OVERSEES THE PROGRAM AND STUDENTS AND ITS CHAPLAINS ACT AS PROFESSIONAL MENTORS TO THE STUDENTS THROUGHOUT THE YEAR LONG PROGRAM. ENROLLMENT ASSISTANCE TO THE COMMUNITY. ELIGIBILITY VENDORS ASSIST COMMUNITY MEMBERS WITH ENROLLMENT IN PUBLIC PROGRAMS TO INCREASE ACCESS TO QUALITY HEALTHCARE SERVICES. THEY PROVIDE EDUCATION AND ENROLLMENT ASSISTANCE TO THE UNINSURED POPULATION IDENTIFIED AT THE HOSPITAL.
Form 990, Part III, Line 4d Description of other program services (Expenses $ 87,924 including grants of $ 0)(Revenue $ 0) COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED ROOTED IN OUR MISSION AND HERITAGE, THE FOUNDERS AND SPONSORS OF CHRISTUS HEALTH AND THOSE WHO CO-MINISTER WITH THEM SEEK NEW AND INNOVATIVE WAYS OF DELIVERING QUALITY HEALTH 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, MEALS FOR HOMELESS SHELTERS, TRANSPORTATION SERVICES, AND A VARIETY OF OTHER SOCIAL SERVICES.
Form 990, Part III, Line 4d Description of other program services (Expenses $ 0 including grants of $- 3,703,625)(Revenue $ 0) Additional Grants
Form 990, Part VI, Line 18 PUBLIC DISCLOSURE OF 1023 AND FORMS 990 & 990-T CHRISTUS HEALTH AND MOST OF ITS AFFILIATED ENTITIES DO NOT HAVE FORMS 1023 BECAUSE OF ITS INCLUSION IN THE IRS GROUP RULING WITH THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS, WHICH COVERS THE ORGANIZATIONS 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.
Form 990, Part VI, Line 6 Classes of members or stockholders CHRISTUS HEALTH IS THE SOLE CORPORATE MEMBER OF THE FILING ORGANIZATION.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body CHRISTUS HEALTH, THE SOLE CORPORATE MEMBER OF THE FILING ORGANIZATION, HAS THE POWER TO APPOINT ALL MEMBERS OF THE FILING ORGANIZATION'S GOVERNING BODY.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders CHRISTUS HEALTH'S BOARD OF DIRECTORS HAS THE FOLLOWING POWERS: APPROVE, CHANGE AND/OR INTERPRET THE FILING ORGANIZATION'S PHILOSOPHY, MISSION AND VISION; APPROVE THE ADOPTION OR AMENDMENT OF THE FILING ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS; APPOINT AND REMOVE MEMBERS OF THE FILING ORGANIZATION'S BOARD OF DIRECTORS; APPOINT AND REMOVE THE FILING ORGANIZATION'S CHAIR OF THE BOARD OF DIRECTORS AND VICE CHAIRPERSON OF BOARD OF DIRECTORS; APPROVE INCURRENCE OF DEBT THAT EXCEEDS $5 MILLION PER INCURRENCE OR $25 MILLION ANNUALLY; APPROVE ANY MERGER, CONSOLIDATION, ACQUISITION, DISSOLUTION OR LIQUIDATION BY THE FILING ORGANIZATION; APPROVE THE IMPLEMENTATION OF SYSTEM-WIDE POLICIES FOR THE FILING ORGANIZATION; APPROVE SYSTEM WIDE CONSOLIDATED BUDGET AND PERFORMANCE INDICATORS FOR THE FILING ORGANIZATION; APPROVE THE INDEPENDENT AUDIT REPORTS OF THE FILING ORGANIZATION; APPROVE CAPITAL PROJECTS GREATER THAN $10 MILLION FOR THE FILING ORGANIZATION; APPROVE ANY TRANSACTION BY THE FILING ORGANIZATION THE EFFECT OF WHICH IS TO CREATE A NEW LEGAL ENTITY OR JOINT VENTURE, ANY TRANSACTION INVOLVING A SYSTEM PARTICIPANT OR LOCAL ENTITY WHICH CREATES A NEW LEGAL ENTITY OR JOINT VENTURE, OR CHANGES IN BUSINESS PURPOSE OR RELATIONSHIP OF ANY LOCAL ENTITY; AND APPROVE AND AUTHORIZE ACTIONS RESERVED IN ORGANIZATION DOCUMENTS OR SIMILAR GOVERNANCE DOCUMENTS. THE CHRISTUS HEALTH CEO HAS THE FOLLOWING POWERS: POWER TO APPOINT AND REMOVE THE PRESIDENT OF THE FILING ORGANIZATION; APPROVE THE SALE, LEASE, MORTGAGE, TRANSFER, EASEMENT OR ENCUMBRANCE OF THE FILING ORGANIZATION'S REAL PROPERTY DESIGNATED AS NON DESIGNATED MINISTRY PROPERTY UNDER $5 MILLION BUT MORE THAN $1 MILLION; APPROVE THE INCURRENCE OF DEBT UP TO A $5 MILLION CAP OR $25 MILLION ANNUALLY BY THE FILING ORGANIZATION; APPROVE STRATEGIC PLANS OF THE FILING ORGANIZATION; APPROVE THE FILING ORGANIZATION'S BUDGET; SET THE THRESHOLD OF CAPITAL PROJECTS LESS THAN $10 MILLION BY THE FILING ORGANIZATION; AND APPROVE MANAGEMENT DIRECTIVES FOR THE FILING ORGANIZATION. THE CHRISTUS HEALTH MEMBERS ARE THE CONGREGATION OF SISTERS OF CHARITY OF THE INCARNATE WORD, HOUSTON, TEXAS AND THE CONGREGATION OF SISTERS OF CHARITY OF THE INCARNATE WORD (OF SAN ANTONIO). THE CHRISTUS HEALTH MEMBERS HAVE THE FOLLOWING POWERS: APPROVE THE ADOPTION AND AMENDMENT OF ARTICLES OF INCORPORATION AND BYLAWS OF THE FILING ORGANIZATION IF THE CHANGE IS RELATED TO RESERVED POWERS OF MEMBERS; APPROVE THE SALE, LEASE, MORTGAGE, TRANSFER, EASEMENT OR ENCUMBRANCE OF REAL PROPERTY IN EXCESS OF A $5 MILLION THRESHOLD AMOUNT REQUIRED BY CANON LAW FOR THE FILING ORGANIZATION; APPROVE THE SALE, LEASE, MORTGAGE, TRANSFER, EASEMENT, OR ENCUMBRANCE OF REAL PROPERTY DESIGNATED AS DESIGNATED MINISTRY PROPERTY BY THE FILING ORGANIZATION, BUT NOT IN EXCESS OF $5 MILLION; APPROVE THE CHANGE OF OWNERSHIP, MANAGEMENT OR CONTROL, (EXCEPT IN THE ORDINARY COURSE OF BUSINESS OFFICE AND SPACE LEASES) THE FUNDAMENTAL USE BY CHANGE IN LICENSE THAT WOULD SIGNIFICANTLY CHANGE A FACILITY, OR THE ELIMINATION OF OB, PED, PSYCH OR EMERGENCY SERVICES ON REAL PROPERTY PROVIDED IN CONNECTION WITH DESIGNATED MINISTRY PROPERTY OWNED BY THE FILING ORGANIZATION; AND APPROVE THE MERGER, CONSOLIDATION, ACQUISITION, DISSOLUTION OR LIQUIDATION OF THE FILING ORGANIZATION IF IT OWNS DESIGNATED MINISTRY PROPERTY.
Form 990, Part VI, Line 11b Review of form 990 by governing body 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 REVIEW. REVIEW OF THE FINAL FORM 990 OCCURS PRIOR TO FILING WITH THE IRS IN THE SPRING OF 2023 VIA A WEB PORTAL POLLING TOOL BY THE RESPECTIVE CHRISTUS ORGANIZATION'S BOARD, BASED ON A SET OF SUGGESTED REVIEW PROCESSES DEVELOPED BY CHRISTUS HEALTH.
Form 990, Part VI, Line 12c Conflict of interest policy AT THE END OF EACH CALENDAR YEAR, THE CHRISTUS HEALTH CORPORATE SECRETARY DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE TO ALL OF THE ORGANIZATION'S BOARD AND COMMITTEE MEMBERS FOR COMPLETION PRIOR TO THE 1ST OF JANUARY IN THE NEXT YEAR. THE CORPORATE SECRETARY 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. THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR ENFORCEMENT OF THE CONFLICT OF INTEREST POLICY OF THE ORGANIZATION.
Form 990, Part VI, Line 15a Process to establish compensation of top management official 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, INCLUDING CHRISTUS SPOHN HEALTH SYSTEM CORPORATION. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF INDIVIDUALS WHO HAVE NO CONFLICT OF INTEREST WITH THE COMPENSATION ARRANGEMENTS AT HAND. 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. DEVELOPS THE MERIT INCREASE RECOMMENDATIONS FOR ALL DESIGNATED SYSTEM EXECUTIVES BASED ON MARKET COMPARABILITY. 2. RECOMMENDS THE CHANGES IN THE COMPENSATION STRUCTURE (GRADES) BASED ON THE MARKET CHANGES. 3. 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. THE FILING ORGANIZATION DETERMINES THE COMPENSATION OF THE SECRETARY BY USE OF AN INDEPENDENT AND EXTERNAL CONSULTANT. THE CONSULTANT HELPS DETERMINE PAY RATES FOR THE ASSOCIATES OF THE FILING ORGANIZATION, TAKING INTO ACCOUNT MARKET DATA AND SHIFT DIFFERENTIAL. THE COMPENSATION RATES ARE APPROVED BY THE FILING ORGANIZATION. BASED ON THE AFOREMENTIONED PROCEDURE, THE SECRETARY'S COMPENSATION IS NOT REVIEWED BY A COMPENSATION COMMITTEE.
Form 990, Part VI, Line 15b Process to establish compensation of other employees 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, INCLUDING CHRISTUS SPOHN HEALTH SYSTEM CORPORATION. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF INDIVIDUALS WHO HAVE NO CONFLICT OF INTEREST WITH THE COMPENSATION ARRANGEMENTS AT HAND. 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. DEVELOPS THE MERIT INCREASE RECOMMENDATIONS FOR ALL DESIGNATED SYSTEM EXECUTIVES BASED ON MARKET COMPARABILITY. 2. RECOMMENDS THE CHANGES IN THE COMPENSATION STRUCTURE (GRADES) BASED ON THE MARKET CHANGES. 3. 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. THE FILING ORGANIZATION DETERMINES THE COMPENSATION OF THE SECRETARY BY USE OF AN INDEPENDENT AND EXTERNAL CONSULTANT. THE CONSULTANT HELPS DETERMINE PAY RATES FOR THE ASSOCIATES OF THE FILING ORGANIZATION, TAKING INTO ACCOUNT MARKET DATA AND SHIFT DIFFERENTIAL. THE COMPENSATION RATES ARE APPROVED BY THE FILING ORGANIZATION. BASED ON THE AFOREMENTIONED PROCEDURE, THE SECRETARY'S COMPENSATION IS NOT REVIEWED BY A COMPENSATION COMMITTEE.
Form 990, Part VI, Line 19 Required documents available to the public 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.
Form 990, Part VIII, Line 2f Other Program Service Revenue ALL OTHER SERVICES REVENUE - Total Revenue: 920948, Related or Exempt Function Revenue: 920948, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part IX, Line 11g Other Fees Patient Financial Services Fee - Total Expense: 12652520, Program Service Expense: 0, Management and General Expenses: 12652520, Fundraising Expenses: 0; Repairs & Maintenance Services - Total Expense: 25282361, Program Service Expense: 25005081, Management and General Expenses: 277280, Fundraising Expenses: 0; Medical Services - Total Expense: 55380949, Program Service Expense: 18115378, Management and General Expenses: 37265571, Fundraising Expenses: 0; Collection Services - Total Expense: 2277531, Program Service Expense: 2277531, Management and General Expenses: 0, Fundraising Expenses: 0; Physician Services - Total Expense: 38518698, Program Service Expense: 31509302, Management and General Expenses: 7009396, Fundraising Expenses: 0; MCCS Expense - Total Expense: 4862853, Program Service Expense: 0, Management and General Expenses: 4862853, Fundraising Expenses: 0; Consulting Services - Total Expense: 165375, Program Service Expense: 229571, Management and General Expenses: -64196, Fundraising Expenses: 0; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;
Form 990, Part X, Line 1 CASH- NON-BEARING INTEREST 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.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances INTERCOMPANY - 71767553; RESTRICTED CONTRIBUTIONS - 5323; ROUNDING - 2; OTHER TAX ADJUSTMENTS - 28713;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID: 21014044
Software Version: 2021v4.2
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
Christus Spohn Health System Corporation
 
Employer identification number

74-1109836
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) 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 entity?
Yes No
(1)CHRISTUS HEALTH CENTRAL LOUISIANA
3330 MASONIC DRIVE

ALEXANDRIA,LA71301
72-0408984 		HLTHCARE SVCS LA 501(c)(3) 3 CH
 
Yes
 
(2)CHRISTUS HEALTH GULF COAST
PO BOX 922037

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

SHREVEPORT,LA71101
72-0408982 		HLTHCARE SVCS LA 501(c)(3) 3 CH
 
Yes
 
(4)CHRISTUS HEALTH
919 HIDDEN RIDGE DRIVE

IRVING,TX75038
76-0590551 		SPT HLTH SVCS TX 501(c)(3) 10 NA
 
 
No
(5)CHRISTUS HEALTH SOUTHEAST TEXAS
2830 CALDER STREET

BEAUMONT,TX77726
76-0591590 		HLTHCARE SVCS TX 501(c)(3) 3 CH
 
Yes
 
(6)CHRISTUS HEALTH SOUTHWESTERN LOUISIANA
524 DR MICHAEL DEBAKEY DR

LAKE CHARLES,LA70601
72-0411322 		HLTHCARE SVCS LA 501(c)(3) 3 CH
 
Yes
 
(7)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
 
(8)CHRISTUS CONTINUING CARE
1700 W LOOP SOUTH SUITE 1100

HOUSTON,TX77027
74-2898615 		HLTHCARE SVCS TX 501(c)(3) 3 CH
 
Yes
 
(9)CH WILKINSON PHYSICIAN NETWORK
1700 WEST LOOP SOUTH STE 400B

HOUSTON,TX77027
76-0422435 		HLTHCARE SVCS TX 501(c)(3) Type I CH
 
Yes
 
(10)CHRISTUS HEALTH FOUNDATION
919 HIDDEN RIDGE DRIVE

IRVING,TX75038
61-1500100 		SPT HLTH SVCS TX 501(c)(3) Type I CH
 
Yes
 
(11)CHRISTUS SPOHN HTH SYSTEM DEVELOPMENT FD
600 ELIZABETH STREET

CORPUS CHRISTI,TX78404
74-1906005 		SUPP HTH SVCS TX 501(c)(3) 7 SPHSC
 
Yes
 
(12)CHRISTUS HEALTH STRATEGIC GROWTH
919 HIDDEN RIDGE DRIVE

IRVING,TX75038
46-2798043 		SPT HLTH SVCS TX 501(c)(3) Type I CH
 
Yes
 
(13)CHRISTUS PEDIATRIC PHYSICIAN GROUP
919 HIDDEN RIDGE DRIVE

IRVING,TX75038
46-5203505 		HLTHCARE SVCS TX 501(c)(3) 3 CH
 
Yes
 
(14)CHRISTUS FOUNDATION FOR HEALTHCARE
PO BOX 1919

HOUSTON,TX77251
74-6074210 		SUPP HTH SVCS TX 501(c)(3) 7 CH
 
Yes
 
(15)CHRISTUS NORTHEAST TX HEALTH SYSTEM CORP
1315 DOCTORS DRIVE

TYLER,TX75701
75-2616975 		HLTHCARE SVCS TX 501(c)(3) Type II CH
 
Yes
 
(16)CHRISTUS CONNECTED CARE NETWORK
919 HIDDEN RIDGE DR

IRVING,TX75038
47-3403356 		SPT HLTH SVCS TX 501(c)(4)   CH
 
Yes
 
(17)Christus TRINITY CLINIC
1315 DOCTORS DRIVE

TYLER,TX75701
75-2616977 		HEALTHCARE TX 501(c)(3) 3 CH
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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












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
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) SPOHN HEALTH NETWORK

600 ELIZABETH STREET
CORPUS CHRISTI,TX78404
74-2616328 		HLTH PLAN ADM TX SPHSC
  		C Corporation 201,764 3,126,147 100 % Yes  
(2) SPOHN INVESTMENT CORPORATION

600 ELIZABETH STREET
CORPUS CHRISTI,TX78404
74-2322574 		RENTAL TX SPHSC
  		C Corporation 826,188 11,608,274 100 % Yes  
(3) CHRISTUS MUGUERZA SAPI DE CV

HIDALGO PTE 2525 G40G0
COL OBISPADO,MONTERREY64060
MX
HLTHCARE SVC MX CH
  		C Corporation       Yes  
(4) EMERALD ASSURANCE CAYMAN LTD

PO BOX 1051
  GRAND CAYMANKY11102
CJ
98-0407545 		INSURANCE CJ CH
  		C Corporation       Yes  
(5) LTACH CONDOMINIUM UNIT OWNERS ASSOC

600 ELIZABETH STREET
CORPUS CHRISTI,TX77726
47-2404808 		BUILDING ASSO TX SPHSC
  		C Corporation 0 0 100 % Yes  
(6) CHRISTUS LOUISIANA QUALITY ALLIANCE

919 HIDDEN RIDGE DR
IRVING,TX75038
47-4618648 		ACO LA CH
  		C Corporation       Yes  


Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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, or (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 Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
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 related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) CHRISTUS HEALTH PLAN

 L 1,440,000 ACCRUAL
(2) CHRISTUS PEDIATRIC PHYSICIAN GROUP

 L 340,192 ACCRUAL
(3) CHRISTUS SANTA ROSA HEALTH CARE CORPORATION

 L 685,369 ACCRUAL
(4) CHRISTUS SANTA ROSA HEALTH CARE CORPORATION

 M 52,994 ACCRUAL
(5) CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION

 B 480,985 ACCRUAL
(6) CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION

 C 82,762 ACCRUAL
(7) CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION

 O 118,227 ACCRUAL
(8) SPOHN HEALTH NETWORK

 O 304,114 ACCRUAL
(9) SPOHN HEALTH NETWORK

 Q 56,202 ACCRUAL
(10) SPOHN INVESTMENT CORPORATION

 A 203,511 ACCRUAL
(11) SPOHN INVESTMENT CORPORATION

 J 58,664 ACCRUAL
(12) SPOHN INVESTMENT CORPORATION

 K 203,511 ACCRUAL
(13) SPOHN INVESTMENT CORPORATION

 L 390,976 ACCRUAL
(14) SPOHN INVESTMENT CORPORATION

 M 90,538 ACCRUAL
(15) SPOHN INVESTMENT CORPORATION

 Q 90,884 ACCRUAL
(16) TRINITY CLINIC

 A 1,296,310 ACCRUAL
(17) TRINITY CLINIC

 J 1,300,561 ACCRUAL
(18) TRINITY CLINIC

 L 16,890,007 ACCRUAL
(19) TRINITY CLINIC

 M 1,762,716 ACCRUAL
(20) TRINITY CLINIC

 P 73,690 ACCRUAL
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2021

Additional Data


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