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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 07-01-2023 , and ending 06-30-2024
BCheck if applicable:
CName of organization
Christus Health
 
 
Doing business as
SEE SCHEDULE O
 
Number and street (or P.O. box if mail is not delivered to street address)
5101 N OConnor Blvd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
IRVING, TX75039
D Employer identification number

76-0590551
E Telephone number

G Gross receipts $ 3,571,662,828
F Name and address of principal officer:
ERNIE SADAU
5101 N OConnor Blvd
IRVING,TX75039
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.CHRISTUSHEALTH.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 0928
K Form of organization:  
L Year of formation: 1999
M State of legal domicile: TX
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: SUPPORTING THE HEALTH CARE MINISTRIES OF THE SPONSORING CONGREGATIONS IN EXTENDING THE HEALING MINISTRY OF JESUS CHRIST IN CONFORMITY WITH THE ROMAN CATHOLIC CHURCH.
2 Check this box
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 4
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 4,575
6 Total number of volunteers (estimate if necessary) ............. 6 4
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 850,763
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 593,284
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 66,102,416 913,336
9 Program service revenue (Part VIII, line 2g) ......... 705,533,027 918,480,842
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 67,314,579 58,902,033
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 189,448,528 263,870,493
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,028,398,550 1,242,166,704
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 3,867,061 7,824,060
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 477,530,561 581,208,236
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 833,450    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 664,017,448 844,899,714
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,145,415,070 1,433,932,010
19 Revenue less expenses. Subtract line 18 from line 12....... -117,016,520 -191,765,306
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 3,676,525,161 3,458,173,956
21 Total liabilities (Part X, line 26)............. 3,046,106,976 3,710,643,474
22 Net assets or fund balances. Subtract line 21 from line 20..... 630,418,185 -252,469,518
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2023)
Form 990 (2023)
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 $ 988,612,445 including grants of $ 0 ) (Revenue $ 1,029,644,474 )
See Schedule O
4b (Code:   ) (Expenses $ 158,012,417 including grants of $ 0 ) (Revenue $ 151,312,417 )
See Schedule O
4c (Code:   ) (Expenses $ 1,861,179 including grants of $ 0 ) (Revenue $ 0 )
See Schedule O
(Code:   ) (Expenses $ 64,453 including grants of $ 7,824,060 ) (Revenue $ 0 )
Other program services
4d Other program services (Describe in Schedule O.)
(Expenses $ 64,453 including grants of $ 7,824,060 ) (Revenue $   )
4e Total program service expenses1,148,550,494
Form 990 (2023)
Form 990 (2023)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...
2
 
No
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
List of Attached Documents:
// Content
.........
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
List of Attached Documents:
// Content
...................
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 VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
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....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
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
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2023)
Form 990 (2023)
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
List of Attached Documents:
// Content
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...............Click to see list of attachments
List of Attached Documents:
// Content
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
Yes
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
Yes
 
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......................
28a
 
No
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............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
3,482
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
Yes
 
Form 990 (2023)
Form 990 (2023)
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
4,575
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
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
Yes
 
b
If "Yes," enter the name of the foreign country: MX , CJ , CI , CO
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
Yes
 
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, or any disqualified or other person 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 (2023)
Form 990 (2023)
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
4
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe 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 filed
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:
LEE SONNE5101 N OConnor Blvd   IRVING,TX75039 (469) 282-2000
Form 990 (2023)
Form 990 (2023)
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, box 6 of 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) DAVID STRONG......................................................................
DIRECTOR/VICE CHAIR
1.0
.................
0.0
X   X       32,000 0 0
(2) ERNIE SADAU......................................................................
PRESIDENT & CEO
39.0
.................
1.0
X   X       17,888,183 0 89,650
(3) MARICELA M BREEDLOVE......................................................................
DIRECTOR/CHAIR
1.0
.................
0.0
X   X       51,721 0 0
(4) ALIDE CHASE......................................................................
DIRECTOR
1.0
.................
0.0
X           17,823 0 0
(5) BILL CHEN......................................................................
DIRECTOR
1.0
.................
10.0
X           22,661 0 0
(6) CHERYL ALSTON......................................................................
DIRECTOR
1.0
.................
0.0
X           16,323 0 0
(7) Eduardo Garcia Luna Martinez......................................................................
Director
1.0
.................
0.0
X           0 0 0
(8) FATHER STEPHEN WORSLEY......................................................................
DIRECTOR
1.0
.................
0.0
X           16,473 0 0
(9) J LINDSEY BRADLEY JR......................................................................
DIRECTOR
1.0
.................
0.0
X           11,999 0 0
(10) KEVIN J ROY DBA......................................................................
DIRECTOR
1.0
.................
0.0
X           20,424 0 0
(11) SISTER CHRISTINA MURPHY......................................................................
DIRECTOR (term 12/23)
1.0
.................
0.0
X           0 0 0
(12) Sister Kathleen Coughlin......................................................................
DIRECTOR
1.0
.................
0.0
X           0 0 0
(13) SISTER LORETTA FELICI......................................................................
DIRECTOR
1.0
.................
0.0
X           0 0 0
(14) STEVEN KEUER MD......................................................................
TMF CHIEF FINANCIAL OFFICER
39.0
.................
1.0
X           1,281,567 0 254,184
(15) IRMA PENALOZA......................................................................
ASST. CORP SEC
40.0
.................
0.0
    X       582,800 0 150,930
(16) KAREN OLIVER......................................................................
ASST. CORP SEC
40.0
.................
0.0
    X       118,017 0 43,659
(17) NANCY RODILL......................................................................
DIR OF GOV, ACS
40.0
.................
0.0
    X       289,627 0 68,662
Form 990 (2023)
Form 990 (2023)
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) RANDY SAFADY........................................................................
EVP/CHIEF FINANCIAL OFFICER
39.0
.......................1.0
    X       7,181,461 0 78,909
(19) CHARLES T HANKINS........................................................................
SVP PEDIATRICS AND CMO, CHOSA
39.0
.......................1.0
      X     761,816 0 276,702
(20) CHRIS C DASKEVICH........................................................................
SVP MATERNAL SVCS & CEO, CHOSA
39.0
.......................1.0
      X     1,107,196 0 246,131
(21) CHRISTOPHER KARAM........................................................................
SR VP & REG CEO
39.0
.......................1.0
      X     1,383,146 0 99,933
(22) DOMINIC DOMINGUEZ........................................................................
SVP-GROUP OPERATIONS SO TX
39.0
.......................1.0
      X     1,469,771 0 263,532
(23) FADI NASRALLAH MD........................................................................
SVP CMO TRINITY CLINIC
39.0
.......................1.0
      X     1,419,838 0 280,019
(24) GABRIELA SAENZ........................................................................
SVP CORP SERVICES
40.0
.......................0.0
      X     1,028,530 0 200,796
(25) GERARD F HEELEY........................................................................
SR VP MISSION AND ETHICS (term 6/24)
39.0
.......................1.0
      X     2,919,003 0 460,332
(26) Gerardo Flores MD........................................................................
SVP/CNO
40.0
.......................0.0
      X     913,768 0 219,154
(27) J CHRIS GLENNEY........................................................................
SVP GROUP OPERATIONS NETX
39.0
.......................1.0
      X     1,499,959 0 290,217
(28) JEANNIE FREY........................................................................
SVP CHIEF LEGAL OFFICER
39.0
.......................1.0
      X     1,505,851 0 72,204
(29) JEFFREY M PUCKETT........................................................................
EVP/COO
39.0
.......................1.0
      X     8,785,568 0 100,417
(30) Jennifer Beal........................................................................
SVP CAO
40.0
.......................0.0
      X     753,370 0 158,864
(31) JON MANIS........................................................................
SVP CIO
40.0
.......................0.0
      X     2,347,221 0 198,691
(32) KIM REYNOLDS........................................................................
SVP FINANCE
40.0
.......................0.0
      X     1,294,258 0 271,116
(33) KIMBERLY KING WEBB........................................................................
SVP CHIEF HR OFFICER
40.0
.......................0.0
      X     1,260,360 0 315,844
(34) M SHANNON STANSBURY........................................................................
SVP POPULATION HEALTH
39.0
.......................1.0
      X     1,002,684 0 220,434
(35) MARTY MARGETTS........................................................................
EVP/CAO
39.0
.......................1.0
      X     6,172,499 0 822,017
(36) PAUL D GENERALE........................................................................
EVP/CHIEF STRATEGY OFFICER
39.0
.......................1.0
      X     6,220,463 0 811,418
(37) SAM BAGCHI MD........................................................................
EVP/CMO
39.0
.......................1.0
      X     4,781,092 0 801,686
(38) TINA BARKER........................................................................
SVP STRATEGY MARKETING & DIG
40.0
.......................0.0
      X     942,114 0 207,867
(39) Andrea Teague........................................................................
VP Cancer Services
40.0
.......................0.0
        X   944,861 0 127,125
(40) LILLIAN MONTOYA........................................................................
Pres/CEO SVH
40.0
.......................0.0
        X   934,390 0 211,766
(41) Luis Haro........................................................................
VP Operations for Emergency Services (term 7/23)
40.0
.......................0.0
        X   1,222,376 0 64,080
(42) MARK ANDERSON........................................................................
CMO, CRP TMF HEALTH SYSTEM
39.0
.......................1.0
        X   933,072 0 79,472
(43) PAUL M TREVINO........................................................................
CEO SETX & SWLA
40.0
.......................0.0
        X   967,844 0 227,819
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 80,102,129 0 7,713,630
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 1,008
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
 
No
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
HHS ENVIRONMENTAL SERVICES LLC

216 E 4TH ST
Austin,TX78701
HEALTHCARE SVCS 82,412,859
CROTHALL HEALTHCARE

1500 Liberty Ridge Dr
Ste 210
Wayne,PA19087
Healthcare SVCS 66,767,100
HOSPITALIST MEDICINE PHYS OF TX PLLC

18951 N MEMORIAL DR
HUMBLE,TX773384217
PHYSICIANS SVCS 32,388,562
AVANT HEALTHCARE PROFESSIONALS LLC

1211 State Road 436 Ste 227
Casselberry,FL32707
HEALTHCARE SVCS 27,406,555
EMERGENCHEALTH PLLC

4100 International Plz Ste 800
Fort Worth,TX76109
Medical Svcs 24,178,875
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 778
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 913,336
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 913,336
 Program Service RevenueAmt Business Code
2a INFORMATION SERVICE FEE 900099 283,566,374 282,715,611 850,763  
b SYSTEM OFFICE FEE 900099 242,272,242 242,272,242    
c PHARMACY REVENUE 900099 207,137,359 207,137,359    
d INSURANCE PREMIUM 900099 144,167,480 144,167,480    
e MANAGEMENT FEE 541610 26,155,107 26,155,107    
f All other program service revenue. 15,182,280 15,182,280 0 0
g Total. Add lines 2a–2f ..... 918,480,842
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 47,612,127     47,612,127
4 Income from investment of tax-exempt bond proceeds 358,981     358,981
5 Royalties........... 179,027     179,027
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c 0 0
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 2,339,440,752  
b Less: cost or other basis and sales expenses 7b 2,328,509,827  
c Gain or (loss) 7c 10,930,925 0
d Net gain or (loss)......... 10,930,925     10,930,925
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..      
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..        
10a Gross sales of inventory, less
returns and allowances ..
10a 2,201,714
b Less: cost of goods sold .. 10b 986,297
c Net income or (loss) from sales of inventory.. 1,215,417     1,215,417
 OtherRevenueMiscAmt
Business Code
11a Patient Financial Service Revenue 900990 130,914,243 130,914,243    
b Other Operating Revenue 900099 53,885,804 53,885,804    
c Other Professional Revenue 900099 23,007,659 23,007,659    
d All other revenue .... 54,668,343 54,668,343 0 0
e Total. Add lines 11a–11d ...... 262,476,049
12 Total revenue. See instructions..... 1,242,166,704 1,180,106,128 850,763 60,296,477
Form 990 (2023)
Form 990 (2023)
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 .... 7,824,060 7,824,060
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 ....... 0 0
5 Compensation of current officers, directors, trustees, and key employees ........... 99,710,899 63,563,972 36,087,746 59,181
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........ 400,997,888 255,629,211 145,130,673 238,004
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 13,363   13,363  
9 Other employee benefits ....... 56,832,405 31,191,199 25,612,245 28,961
10 Payroll taxes ........... 23,653,681 18,212,616 5,423,172 17,893
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 6,126,940 1,448,914 4,678,026  
c Accounting ........... 5,061,075   5,061,075  
d Lobbying ........... 998,837   998,837  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 3,248,192 3,199,160 49,032  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 467,574,212 409,143,522 57,964,444 466,246
12 Advertising and promotion .... 3,544,441 3,526,495 17,946  
13 Office expenses ....... 22,702,462 84,083,823 -61,392,456 11,095
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 18,065,019 9,841,964 8,223,055  
17 Travel ............ 16,239,437 5,006,686 11,220,681 12,070
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 7,312,706 2,361,346 4,951,360  
20 Interest ........... 17,808,246 1,687,897 16,120,349  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 19,227,150 19,227,150    
23 Insurance ... 127,245,283 117,321,013 9,924,270  
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 Other Tax Expense 91,484,391 83,133,907 8,350,484  
b Community Benefit Expense 29,473,186 29,473,186    
c Recruiting Fees 5,006,153 1,633,137 3,373,016  
d License Permits/inspection fees 1,543,832 979,730 564,102  
e All other expenses 2,238,152 61,506 2,176,646 0
25 Total functional expenses. Add lines 1 through 24e 1,433,932,010 1,148,550,494 284,548,066 833,450
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 if following SOP 98-2 (ASC 958-720).        
Form 990 (2023)
Form 990 (2023)
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 ........ 649,284,092 1 550,008,660
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 27,986,015 4 110,292,225
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 ........... 36,761,646 7 102,621,777
8 Inventories for sale or use ............ 2,101,894 8 2,185,776
9 Prepaid expenses and deferred charges ...... 71,620,893 9 76,821,405
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 726,500,120
b Less: accumulated depreciation 10b 212,420,305 377,211,127 10c 514,079,815
11 Investments—publicly traded securities . 896,939,969 11 738,142,904
12 Investments—other securities. See Part IV, line 11 ..... 364,587,166 12 352,712,977
13 Investments—program-related. See Part IV, line 11 .. 1,091,793,673 13 788,155,436
14 Intangible assets ............... 19,296,630 14 19,296,630
15 Other assets. See Part IV, line 11 ........... 138,942,056 15 203,856,351
16 Total assets. Add lines 1 through 15 (must equal line 33)... 3,676,525,161 16 3,458,173,956
Liabilities 17 Accounts payable and accrued expenses ..... 495,459,759 17 779,276,889
18 Grants payable ...   18  
19 Deferred revenue ......... 171,420,747 19 272,059,013
20 Tax-exempt bond liabilities ......... 1,937,396,553 20 2,017,117,460
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 ..   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 441,829,917 25 642,190,112
26 Total liabilities. Add lines 17 through 25.. 3,046,106,976 26 3,710,643,474
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 614,839,317 27 -268,048,668
28 Net assets with donor restrictions ........... 15,578,868 28 15,579,150
Organizations that do not follow FASB ASC 958, check here right arrow 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 ........... 630,418,185 32 -252,469,518
33 Total liabilities and net assets/fund balances ........ 3,676,525,161 33 3,458,173,956
Form 990 (2023)
Form 990 (2023)
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
1,242,166,704
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,433,932,010
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-191,765,306
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
630,418,185
5
Net unrealized gains (losses) on investments ...............
5
-483,138
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-690,639,259
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
-252,469,518
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
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 (2023)
Form 990 (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v6.0
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
2023
Open to Public
Inspection
Name of the organization
Christus Health
 
Employer identification number

76-0590551
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
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) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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
33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 107,384,641 60,002,619 84,003,539 66,102,416 913,336 318,406,551
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 831,153,160 617,632,378 630,880,491 705,533,027 918,480,842 3,703,679,898
3 Gross receipts from activities that are not an unrelated trade or business under section 513 ..... 2,274,612 512,938 1,568,378 1,995,971 2,201,714 8,553,613
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...           0
5 The value of services or facilities furnished by a governmental unit to the organization without charge           0
6 Total. Add lines 1 through 5 940,812,413 678,147,935 716,452,408 773,631,414 921,595,892 4,030,640,062
7a Amounts included on lines 1, 2, and 3 received from disqualified persons 0 0 0 0 0 0
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. 0 0 0 0 0 0
c Add lines 7a and 7b.. 0 0 0 0 0 0
8 Public support. (Subtract line 7c from line 6.) 4,030,640,062
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
9 Amounts from line 6... 940,812,413 678,147,935 716,452,408 773,631,414 921,595,892 4,030,640,062
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 31,465,870 100,544,300 129,301,167 67,192,864 48,150,135 376,654,336
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. 581,914 501,879 558,538 620,044 660,316 2,922,691
c Add lines 10a and 10b. 32,047,784 101,046,179 129,859,705 67,812,908 48,810,451 379,577,027
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. 0 0 0 0 0 0
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. 25,564,972 123,582,860 190,203,054 187,908,412 262,476,049 789,735,347
13 Total support. (Add lines 9, 10c, 11, and 12.).. 998,425,169 902,776,974 1,036,515,167 1,029,352,734 1,232,882,392 5,199,952,436
14
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
15
15
77.51 %
16
16
80.27 %
Section D. Computation of Investment Income Percentage
17
17
7 %
18
18
8 %
19a
33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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) 2023

Schedule A (Form 990) 2023
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) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
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
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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 2023 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-2023
(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, 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 2023. 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 2024. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
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, Part III, Line 12 Other Income DESCRIPTION - ACTUARIAL CREDIT, COLUMN A - 16546857.0, COLUMN B - , COLUMN C - , COLUMN D - 8036801.0, COLUMN E - , COLUMN F - 24583658.0; DESCRIPTION - INTERCOMPANY SALARIES, COLUMN A - 2004393.0, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 2004393.0; DESCRIPTION - AMBULATORY SERVICE, COLUMN A - 1013866.0, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 1013866.0; DESCRIPTION - PATIENT FINANCIAL SERVICES, COLUMN A - , COLUMN B - 52199849.0, COLUMN C - 97895241.0, COLUMN D - XXX-XX-XXXX.0, COLUMN E - XXX-XX-XXXX.0, COLUMN F - XXX-XX-XXXX.0; DESCRIPTION - ALL OTHER REVENUE, COLUMN A - 5999856.0, COLUMN B - 71383011.0, COLUMN C - 92307813.0, COLUMN D - 65423236.0, COLUMN E - XXX-XX-XXXX.0, COLUMN F - XXX-XX-XXXX.0;
Schedule A (Form 990) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v6.0
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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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 Health
 
Employer identification number

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

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
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 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
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 ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

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

$  
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) 2022

Schedule C (Form 990) 2022
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
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) 2019 (b) 2020 (c) 2021 (d) 2022 (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) 2022


Schedule C (Form 990) 2022
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? ...........................................................................................................
Yes
 
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? .............................................................................
 
No
 
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
 
47,322
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
951,289
j
Total. Add lines 1c through 1i ....................................................................................................
998,611
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
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 II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY At the federal level, CHRISTUS Health Texas leadership had direct contact with members of the Congress and administration officials, through written and in-person communications, to discuss issues important to our ministry. These issues include, but are not limited to, issues related to safety-net providers, access to care, health care reform proposals, quality program implementation, rural hospitals, remote medical technology, 340B Drug Pricing Program, site neutral payments, community project funding, freestanding emergency departments, Medicare payments, value-based payment models, children's health issues, CHGME, Medicaid, supplemental payment programs, rural health program reauthorization, violence against healthcare workers, women's health, and health care for veterans, service members, and their families. At the state level, Christus Health Texas leadership had direct contact with executive branch officials, legislators, their Staff, and other government officials through emails, letter, virtual meetings and direct communication in TX, LA, NM. These issues include, but are not limited to, vaccine mandates, legislation on prior authorization, workers compensation, physician credentialing, hospital financing, and the state budget. TOTAL HOURS: 128 HOURS EXECUTIVE LEVEL, 119 DIRECTOR/MANAGER
Schedule C (Form 990) 2022


Additional Data


Software ID: 23017437
Software Version: 2023v6.0

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
Christus Health
 
Employer identification number

76-0590551
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" 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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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 right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
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 .....   39,686,878 39,686,878
b Buildings ....   341,978,740 77,377,933 264,600,807
c Leasehold improvements   794,818 362,257 432,561
d Equipment ....   309,382,983 130,827,630 178,555,353
e Other .....   34,656,701 3,852,485 30,804,216
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 514,079,815
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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) Curr Portion Assets Limited As to Use
28,045,000 F

(B) ST Val Allow Eq Inv MF Hedge Funds
64,075,526 F

(C) ST Eq Inv Managed Funds Hedge Funds
142,790,494 F

(D) Val Allow ST Inv Equity Sec International
70,822 F

(E) ST Inv Equity Securities International
4,825,556 F

(F) ALATU Cash and Cash Equivalents
173,774 F

(G) ST Eq Inv Managed Funds Fixed Inc Funds
112,481,805 F

(H) ST Inv Fixed Income Securities
250,000 F
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 352,712,977
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)Investment in Consolidated Subsidiaries 787,122,799 F
(2)Pending Sale Investment 1,032,637 F
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow 788,155,436
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)ROU Transactions  
(2)Other Long Term Assets  
(3)Deposits  
(4)Executive Benefit Plan Asset  
(5)LT Amortizing Prepaid Asset  
(6)DC SERP Assets  
(7)Deferred Comp  
(8)Asset Clearing  
(9)ROU Transactions 1,415,916
(10)Other Long Term Assets 6,966,253
(11)Deposits 11,133,302
(12)Executive Benefit Plan Asset 6,066,901
(13)LT Amortizing Prepaid Asset 50,325,138
(14)DC SERP Assets 56,120,623
(15)Deferred Comp 71,637,772
(16)Asset Clearing 190,446
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 203,856,351
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  
Error Suspense -154,507
Executive Benefit Plan Liabilities 4,311,382
Other Long Term Liabilities 66,784,242
Asset Retirement Obligations 6,886,967
Lease Liability Operating LT Portion 1,009,501
Notes Payable 562,274,236
Accum Amort Bond Issue Costs 4,082,177
Bond Issue Costs -13,593,477
Pension Restoration Liability 633,067
Pension Liability -39,042,743
CP OPERATING LEASE LIABILITY 1,222,803
HEALTH INSURANCE 25,128,481
BUSINESS FOREIGN TAX PAYABLE 723,142
BUSINESS STATE SALES TAX PAYABLE 27,892
BUSINESS FEDERAL INC TAX PAYABLE 14,894,593
NONPATRON COLLECTIONS PAYABLE 2,356
INVENTORY 7,000,000
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 642,190,112
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) 2022

Schedule D (Form 990) 2022
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, 2024 AND 2023.
Schedule D (Form 990) 2022


Additional Data


Software ID: 23017437
Software Version: 2023v6.0




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Christus Health
 
Employer identification number

76-0590551
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region
(f) Total expenditures
for and investments
in the region
Central America and the Caribbean 0 0 Program Services PROGRAM/BUS TRAVEL 74,172
East Asia and the Pacific 0 0 Program Services PROGRAM/BUS TRAVEL 2,559
Europe (Including Iceland and Greenland) 0 0 Program Services PROGRAM/BUS TRAVEL 58,770
North America (Canada & Mexico only) 0 0 Program Services PROGRAM/BUS TRAVEL 472,130
South America 0 0 Program Services PROGRAM/BUS TRAVEL 177,295
Middle East and North Africa 0 0 Program Services PROGRAM/BUS TRAVEL 1,569
South Asia 0 0 Program Services PROGRAM/BUS TRAVEL 399
Sub-Saharan Africa 0 0 Program Services PROGRAM/BUS TRAVEL 5
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 786,899
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 786,899
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Schedule F, 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.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2023
Additional Data


Software ID: 23017437
Software Version: 2023v6.0




Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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
2023
Open to Public
Inspection
Name of the organization
Christus Health
 
Employer identification number
76-0590551
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to 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) Catholic Diocese of Dallas
3725 Blackburn Street
Dallas,TX75219
75-0800637 501(c)(3) 26,200   FMV   To purchase medications and medical supplies and to provide travel scholarships for medical professionals and one consecrated religious.
(2) Haven Homes
PO Box 5345
Texarkana,TX75505
90-1004117 501(c)(3) 75,000   FMV   To support the Haven Home for Women, a safe place for women in need of recovery and addiction support.
(3) Path People Attempting To Help
402 W Front St
Tyler,TX75702
75-2033113 501(c)(3) 50,000   FMV   To provide financial assistance to famillies with elementary aged students who are economically disadvantaged or experiencing homelessnee to address student mobility rates and educational outcomes.
(4) Sabine Valley Regional Mhmr Ctr
PO Box 6800
Longview,TX75608
75-1724017 501(c)(3) 100,000   FMV   To provide an immediate response to individuals that present at the ER for behavioral health reasons.
(5) Buckner Children And Family Services
700 N Pearl St Ste 1200
Dallas,TX75201
75-0891443 501(c)(3) 56,250   FMV   To empower single parents and their families achieve self-sufficiency by providing support services that help reduce family stress factors.
(6) Crossroads Community Services Inc
4500 S Cockrell Hill Rd
Dallas,TX75236
47-2676714 501(c)(3) 100,000   FMV   To improve and stabilize the nutritional intake of low-income individuals, families, and communities and reduce the frequency and impact of household food crises.
(7) TX A&M - Corpus Christi Fnd
6300 Ocean Dr 5741
Corpus Christi,TX78412
74-2491445 501(c)(3) 91,600   FMV   Building resilient adult voices through Engagement in Simulation (BRAVES) Mental Health Initiative
(8) Council on Alcoholism & Drug Abuse of NW LA
2000 Fairfield Ave
Shreveport,LA71104
72-0544581 501(c)(3) 50,000   FMV   To provide assistance to the police & other first responders to help individuals experiencing a mental health crisis.
(9) The Food Bank of Central LA Inc
3223 Baldwin Ave
Alexandria,LA71301
72-1154072 501(c)(3) 75,000   FMV   To expand the food bank's permanent capacity to store and distribute food while creating a space to learn more about nutrition and how to prepare healthy food.
(10) Congregation Of The Sisters Aka Ccvi San Antonio
4503 Broadway
San Antonio,TX78209
74-1676917 501(c)(3) 100,000   FMV   To enhance the level of care & support provided to the Sisters of the Congregation
(11) Cenla Pregnancy Centers Inc
1254 MacArthur Dr
Alexandria,LA71303
82-1338688 501(c)(3) 25,000   FMV   To connect women experiencing an unplanned pregnancy to medical & social resources.
(12) Coastal Bend Center for Independent Living
3462 S Almeda St
Corpus Christi,TX78411
74-2878070 501(c)(3) 91,600   FMV   To provide transportation services to health-related services and community activitites for individuals with disabilities and older adults
(13) Community Renewal International Inc
PO Box 4678
Shreveport,LA71134
72-1213057 501(c)(3) 72,500   FMV   To build & grow positive caring relationships between & amongst the Highland neighborhood residents through the Friendship House strategy.
(14) Rural Economic Assistance League Inc
301 Lucero St
Alice,TX78332
74-1784537 501(c)(3) 91,600   FMV   To provide a space for adults living with severe mental illnessed to learn, volunteer, and grow.
(15) Villages of Sante Fe
369 Montezuma Ave Ste 124
Santa Fe,NM87501
81-2081196 501(c)(3) 20,000   FMV   To reduce death & injury from falls by increasing the activity level in the older population of northern New Mexico.
(16) Women's Center of East Texas
1011 Wal Street Ste 101
Longview,TX75606
75-1659423 501(c)(3) 93,000   FMV   To provide prompt counseling services to survivors of domestic & sexual violence from qualified, licensed counselors.
(17) The Memory Care Alliance
1541 S St Frances Dr
Santa Fe,NM87505
88-3566227 501(c)(3) 115,000   FMV   To support caregiver mental health & wellbeing in culturally appropriate ways. To provide mental health services to pregnant and perinatal women and to work with the family to create a longer-term mental health solution.
(18) Runnin' WJ Therapeutic Riding Center Inc
4802 S Kings Hwy
Texarkana,TX75501
75-2897949 501(c)(3) 25,000   FMV   To aid individuals with mental health issues using alternative methods of counseling.
(19) Family Services of Southeast Texas Inc
3550 Fannin St
Beaumont,TN77701
75-1382713 501(c)(3) 100,000   FMV   To provide safe counseling, safe shelter, food, clothing and other services to survivors of sexual assualt, rape & domestic violence.
(20) Society of St Vincent de Paul
410 S College
Tyler,TX75702
26-4618666 501(c)(3) 100,000   FMV   To improve food security by being a reliable and sustainable supplemental source of food.
(21) Food Bank of Northwest Louisiana
285 Mt Zion Rd
Shreveport,LA71106
72-1328890 501(c)(3) 69,500   FMV   To increase food access to low-income, rural areas through mobile food pantry deliveries.
(22) Harvest Texarkana
3120 E 19th St
Texarkana,AR71854
75-2671647 501(c)(3) 100,000   FMV   To implement a Food Box Prescription program at CHRISTUS St. Michael for patients who are diabetic and/or hypertensive.
(23) Catholic Charities of Southwest Louisiana
1225 2nd St
Lake Charles,LA70601
87-1727700 501(c)(3) 100,000   FMV   To provide fresh fruits, vegetables, dairy products and meats to increase the nutritional profile of the foods provided in the food bank.
(24) Bexar County Communty Health Collaborative
2300 W Commerce St Ste 301
San Antonio,TX78207
74-2953076 501(c)(3) 50,000   FMV   To connect recently discharged hospital patients with chronic medical conditions with Community Health Workers to avoid rehospitalizations and improve their quality of life.
(25) Carevide
PO Box 1908
Greenville,TX75403
75-1528614 501(c)(3) 100,000   FMV   To advance the health & wellbeing of Hopkins County by supporting the healthcare center's engagement in a value-based healthcare delivery model.
(26) Santa Fe Farmer's Market Institute
1607 Paseo de Peralta Ste A
Santa Fe,NM87501
30-0124953 501(c)(3) 99,900   FMV   To increase equitable access to local, fresh, nutritious food in underinvested communities.
(27) Manna House
2655 Lee St
Alexandria,LA71301
26-0737060 501(c)(3) 50,000   FMV   To improve food security by providing hot nutritious food 365 days a year in central Louisiana.
(28) Center of Christian Service DBA United Board of Missions
6650 9th Avenue
Port Arthur,TX77642
74-1715362 501(c)(3) 20,000   FMV   To improve food security by delivering nutritious meals for the elderly and/or individuals.
(29) River City Advocacy Inc
1614 W San Antonio St
New Braunfels,TX78130
74-3004101 501(c)(3) 70,000   FMV   To provide mental health counseling for an affordable sliding scale cost to citizens in Comal County.
(30) Samaritan Counseling Center of Southeast Texas
7980 Anchor Dr Bldg 500
Port Arthur,TX77642
76-0068922 501(c)(3) 75,000   FMV   To increase prompt counseling for uninsured and underinsured individuals through the recruitment, training and retention of fully licensed professional counselors.
(31) Shreveport Green
3625 Southern Ave
Shreveport,LA71104
72-0970610 501(c)(3) 75,000   FMV   To provide fresh, locally sourced produce along with educational initiativies to individuals experiencing cardiovascular disease.
(32) Newgate United Methodist Mission of Longview
207 S Mobberly Ave
Longview,TX75602
75-2663844 501(c)(3) 56,250   FMV   To provide access to nutritious meals and healthy food, 7 days a week, in Longview, TX.
(33) Family & Youth Counseling Agency Inc
220 Louie St
Lake Charles,LA70601
72-0688561 501(c)(3) 100,000   FMV   To improve the immediate and long-term mental health of residents of southwest Louisiana.
(34) Central Louisiana Homeless Coalition
1515 Jackson St
Alexandria,LA71301
72-1247718 501(c)(3) 145,000   FMV   To provide case management services to people experiencing homelessness and connect them to community programs and resources.
(35) Family Service Association of San Antonio Inc
702 San Pedro Ave
San Antonio,TX78212
74-1117341 501(c)(3) 100,000   FMV   To expand access to mental health services to underserved communities through schoool-based mental health services.
(36) Texarkana Volunteer Services Bureau Inc
1915 Olive St
Texarkana,TX75501
71-0408622 501(c)(3) 20,000   FMV   To improve access to essential healthcare services & nutritious food for senior citizens in Texas & Arkansas.
(37) Women's Shelter of South Texas
4444 Corona Dr Ste 139
Corpus Christi,TX78411
74-1943398 501(c)(3) 20,200   FMV   To expand culturally competent, specialized, supportive services to survivors of domestic and sexual violence and their families.
(38) St Vincent de Paul Pharmacy
3826 Gilbert Ave
Dallas,TX75219
26-3273175 501(c)(3) 50,000   FMV   To provide free medications to all Texas residens whose household income is at or below 300 percent of the federal poverty level.
(39) Catholic Charities of Dallas Inc
1421 W Mockingbird Ln
Dallas,TX75247
75-2745221 501(c)(3) 180,000   FMV   To create a welcoming, safe and supportive environment for the formerly chronically homeless, where they can work towards stabilization and self-sufficiency. 2024 Bishop Gala, School supplies
(40) St Luke's Episcopal Mobile Medical Ministry Inc
875 Cotton St
Shreveport,LA71101
45-3786377 501(c)(3) 28,000   FMV   To provide free health services to the underserved residents of northwest Louisiana with a focus on individuals who are homeless and/or low-income.
(41) Rise School of San Antonio
414 N San Saba St
San Antonio,TX78207
93-2412684 501(c)(3) 75,000   FMV   To deliver comprehensive education, intervention and therapy services to students one to five years old.
(42) The Salvation Army of Greater Texarkana
400 East 4th St
Texarkana,AR71854
58-0660607 501(c)(3) 50,000   FMV   To provide young people with access to high-quality educational opportunities to help them succeed in school and life.
(43) Children's Advocacy Center of Smith County Inc
PO Box 132889
Tyler,TX75713
75-2748697 501(c)(3) 50,000   FMV   To establish trauma-informed schools in Smith County that offer children learning environments that reduce trauma.
(44) Tierra Nueva Counseling Center LLC
3952 San Delipe Rd
Santa Fe,NM87507
85-0271348 501(c)(3) 60,100   FMV   To help low-income individuals and families achieve greater well-being by reducing problematic mental health symptoms.
(45) Twelve Way Foundation Inc
3901 Elysian Fields Ave
Marshall,TX75672
41-2131469 501(c)(3) 37,500   FMV   To support men during their recovery journey by addressing recidivism, relapse and depression.
(46) Family Foundation of Southwest LA
220 Louie St
Lake Charles,LA70601
72-1472220 501(c)(3) 95,000   FMV   To provide court-appointed advocacy for children & youth involved with the foster care system.
(47) Catholic Charities of Southeast Texas
2780 Eastex Freeway
Beaumont,TX77703
74-1900345 501(c)(3) 100,000   FMV   To improve food security by providing supplemental grocery products to low-income households.
(48) Asbury House Child Enrichment Center
320 S Center St
Longview,TX75601
80-0393214 501(c)(3) 52,000   FMV   To develop a fully bilingual Pre-Kindergarten classroom to encourage children to learn a second language.
(49) Sisters Of Charity Of The Incarnate
4503 Broadway St
San Antonio,TX78209
23-7152879 501(c)(3) 120,000   FMV   Donation in the name Mr Don Powell and Juan Maya Patino, Deceased father of Sister Tere Maya
(50) Congregation Of The Sisters Of The Incarnate Word
6510 Lawndale Street
PO Box 230969
Houston,TX77223
51-0142133 501(c)(3) 100,000   FMV   Donation in the name of Mr Kevin O'Neil
(51) Sisters Of The Holy Family Of Nazareth Usa Inc
310 North River Rd
Des Plaines,IL60016
20-5728349 501(c)(3) 100,000   FMV   Donation in the name of Mr Kevin O'Neil
(52) Childrens Hospital Of San Antonio Foundation
PO BOX 1661
San Antonio,TX78296
74-1224362 501(c)(3) 35,000   FMV   Donation Request
(53) Christus Mother Frances Hospital Foundation
100 East Ferguson Street
Tyler,TX75702
75-2028241 501(c)(3) 30,000   FMV   Donation Request
(54) NRVCNational Religious Vocation Conference
5416 South Cornell
Chicago,IL60615
36-2701960 501(c)(3) 25,000   FMV   Donation for 2024 Annual Conference per Ernie Sadau, CEO
(55) Texas Medical Association
401 West 15th Street
Austin,TX78701
74-6073346 501(c)(3) 20,000   FMV   Sponsorship of TMA 2024 annual meeting
(56) Leadership Conference Of Women Religious Of The Us
8737 Colesville Rd
Suite 610
Silver Spring,MD20910
53-0196620 501(c)(3) 20,000   FMV   Donation, Diamond Sponsorship
(57) FRIENDS OF SANTA ROSA FOUNDATION
100 Northeast Loop 410
Suite 706
San Antonio,TX78216
74-2723391 501(c)(3) 15,000   FMV   Donation Request
(58) Christus Spohn Health System Foundation
613 Elizabeth
Suite 605
Corpus Christi,TX78404
74-1109836 501(c)(3) 15,000   FMV   Donation Request
(59) Christus St Michael Foundation
2600 St Michael Drive
Texarkana,TX75503
47-1655865 501(c)(3) 15,000   FMV   Donation Request
(60) University Of The Incarnate Word
4301 Broadway
CPO 317
San Antonio,TX78209
74-1109661 501(c)(3) 15,000   FMV   Sponsorship Donation
(61) St Vincent Hospital Foundation
455 St Michael Drive
Santa Fe,NM87505
85-0282847 501(c)(3) 25,000   FMV   Sponsorship Donation
(62) Congressional Hispanic Caucus Institute Inc
1128 16th Street NW
Washington,DC20036
52-1114225 501(c)(3) 30,000   FMV   45th Annual Awards Gala Partnership
(63) Christus Foundation For Healthcare
919 Hidge Ridge
Irving,TX75038
61-1500100 501(c)(3) 20,000   FMV   19th Annual Nun Run _Honorary Nun Sponsorship
(64) Christus Health Foundation Southeast Texas
2830 Calder Street
Beamont,TX77702
74-1461326 501(c)(3) 10,000   FMV   Gala Donation
(65) American College Of Healthcare Executives
300 Decker Drive
Suite 300
Irving,TX75062
35-2225477 501(c)(3) 10,000   FMV   Donation for Upcoming events
(66) St Frances Cabrini Hospital
3330 Masonic Drive
Alexandria,LA71301
72-0998302 501(c)(3) 10,000   FMV   Donation requestion from Ashley Walker, Foundation Exec.Dir
(67) Christus Foundation Shreveport Bossier
7591 Fern Avenue
Suite 1903
Shreveport,LA71105
72-1219280 501(c)(3) 10,000   FMV   Donation
(68) The Village At Incarnate Word Incarnate Word Retir
4707 Broadway
San Antonio,TX78209
74-1109717 501(c)(3) 10,000   FMV   Donation Spirit of Service Luncheon
(69) The National Center For Missing & Exploited Children
333 John Carlyle St
Suite 125
Alexandria,VA22314
52-1328557 501(c)(3) 10,000   FMV   Texas Women for Children 2023 Saddle UP
(70) Hopkins County Health Care Foundation
115 Airport Rd
Sulpur Springs,TX75482
75-2845157 501(c)(3) 10,000   FMV   FY2024 Donation
(71) Christus Ochsner Southwestern Louisiana Foundation
524 Dr Michael Dbakey Drive
Lake Charles,LA70601
47-1496376 501(c)(3) 10,000   FMV   FY2024 Donation
(72) Christus Good Shepherd Foundation Longview
700 East Marshall Avenue
Longview,TX75601
75-0974351 501(c)(3) 10,000   FMV   Donation
(73) Christus Santa Rosa San Marcos Foundation
1301 Wonder World Dr
San Marcos,TX78666
74-2259907 501(c)(3) 10,000   FMV   Donation Request
(74) In My Shoes
12222 Merit Drive
1900
Dallas,TX75251
46-3543853 501(c)(3) 10,000   FMV   Donation
(75) Irving Symphony Orchestra
225 E John Carpenter Freeway
Suite 120
Irving,TX75062
75-6085542 501(c)(3) 10,000   FMV   2023 - 2024 Corpate Sponsorship
(76) Visitation House Ministries
PO Box 12074
San Antonio,TX78212
74-2447137 501(c)(3) 7,500   FMV   Donation
(77) Texas A&M Foundation
101 Bizzell Street
College Station,TX77843
74-2245072 501(c)(3) 10,000   FMV   For Isen Capstone Program
(78) Shreveport - Bossier Washington Mardi Gras
PO Box 962
Shreveport,LA71163
72-1251999 501(c)(6) 11,200   FMV   DONATION
(79) Canine Companions
7710 Las Colinas Ridge
Irving,TX75063
94-2494324 501(c)(3) 7,500   FMV   DONATION
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
78
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2023

Schedule I (Form 990) 2023
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.
Schedule I (Form 990) 2023



Additional Data


Software ID: 23017437
Software Version: 2023v6.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Christus Health
 
Employer identification number

76-0590551
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed 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
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 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) 2023

Schedule J (Form 990) 2023
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
1ERNIE SADAU
PRESIDENT & CEO
(i)

(ii)
2,381,334
-------------
0
7,652,681
-------------
0
7,854,168
-------------
0
83,415
-------------
0
6,235
-------------
0
17,977,833
-------------
0
7,298,780
-------------
0
2STEVEN KEUER MD
TMF CHIEF FINANCIAL OFFICER
(i)

(ii)
697,737
-------------
0
405,809
-------------
0
178,021
-------------
0
243,814
-------------
0
10,370
-------------
0
1,535,751
-------------
0
176,699
-------------
0
3RANDY SAFADY
EVP/CHIEF FINANCIAL OFFICER
(i)

(ii)
1,482,193
-------------
0
3,630,377
-------------
0
2,068,891
-------------
0
70,284
-------------
0
8,625
-------------
0
7,260,370
-------------
0
2,066,919
-------------
0
4IRMA PENALOZA
ASST. CORP SEC
(i)

(ii)
348,461
-------------
0
185,444
-------------
0
48,895
-------------
0
134,086
-------------
0
16,844
-------------
0
733,730
-------------
0
47,811
-------------
0
5NANCY RODILL
DIR OF GOV, ACS
(i)

(ii)
206,669
-------------
0
82,808
-------------
0
150
-------------
0
56,046
-------------
0
12,616
-------------
0
358,289
-------------
0
0
-------------
0
6KAREN OLIVER
ASST. CORP SEC
(i)

(ii)
116,471
-------------
0
1,200
-------------
0
346
-------------
0
27,815
-------------
0
15,844
-------------
0
161,676
-------------
0
0
-------------
0
7JEFFREY M PUCKETT
EVP/COO
(i)

(ii)
1,555,613
-------------
0
3,764,956
-------------
0
3,464,999
-------------
0
85,694
-------------
0
14,723
-------------
0
8,885,985
-------------
0
3,463,677
-------------
0
8PAUL D GENERALE
EVP/CHIEF STRATEGY OFFICER
(i)

(ii)
1,244,347
-------------
0
3,218,724
-------------
0
1,757,392
-------------
0
802,353
-------------
0
9,065
-------------
0
7,031,881
-------------
0
1,754,920
-------------
0
9MARTY MARGETTS
EVP/CAO
(i)

(ii)
1,240,814
-------------
0
3,218,724
-------------
0
1,712,961
-------------
0
801,347
-------------
0
20,670
-------------
0
6,994,516
-------------
0
1,710,990
-------------
0
10SAM BAGCHI MD
EVP/CMO
(i)

(ii)
1,193,899
-------------
0
3,155,393
-------------
0
431,800
-------------
0
771,191
-------------
0
30,495
-------------
0
5,582,778
-------------
0
409,437
-------------
0
11GERARD F HEELEY
SR VP MISSION AND ETHICS (term 6/24)
(i)

(ii)
780,710
-------------
0
1,358,982
-------------
0
779,311
-------------
0
457,724
-------------
0
2,608
-------------
0
3,379,335
-------------
0
772,757
-------------
0
12JON MANIS
SVP CIO
(i)

(ii)
730,470
-------------
0
1,009,800
-------------
0
606,951
-------------
0
43,201
-------------
0
155,490
-------------
0
2,545,912
-------------
0
606,951
-------------
0
13J CHRIS GLENNEY
SVP GROUP OPERATIONS NETX
(i)

(ii)
785,008
-------------
0
553,491
-------------
0
161,460
-------------
0
274,329
-------------
0
15,888
-------------
0
1,790,176
-------------
0
160,310
-------------
0
14DOMINIC DOMINGUEZ
SVP-GROUP OPERATIONS SO TX
(i)

(ii)
777,464
-------------
0
525,911
-------------
0
166,396
-------------
0
254,594
-------------
0
8,938
-------------
0
1,733,303
-------------
0
162,091
-------------
0
15FADI NASRALLAH MD
SVP CMO TRINITY CLINIC
(i)

(ii)
728,008
-------------
0
521,181
-------------
0
170,649
-------------
0
267,539
-------------
0
12,480
-------------
0
1,699,857
-------------
0
167,458
-------------
0
16JEANNIE FREY
SVP CHIEF LEGAL OFFICER
(i)

(ii)
770,035
-------------
0
547,872
-------------
0
187,944
-------------
0
65,701
-------------
0
6,503
-------------
0
1,578,055
-------------
0
0
-------------
0
17KIMBERLY KING WEBB
SVP CHIEF HR OFFICER
(i)

(ii)
667,518
-------------
0
491,680
-------------
0
101,162
-------------
0
246,531
-------------
0
69,313
-------------
0
1,576,204
-------------
0
100,512
-------------
0
18KIM REYNOLDS
SVP FINANCE
(i)

(ii)
591,745
-------------
0
601,440
-------------
0
101,073
-------------
0
264,505
-------------
0
6,611
-------------
0
1,565,374
-------------
0
100,423
-------------
0
19CHRISTOPHER KARAM
SR VP & REG CEO
(i)

(ii)
616,874
-------------
0
489,957
-------------
0
276,315
-------------
0
87,004
-------------
0
12,929
-------------
0
1,483,079
-------------
0
0
-------------
0
20CHRIS C DASKEVICH
SVP MATERNAL SVCS & CEO, CHOSA
(i)

(ii)
619,777
-------------
0
349,946
-------------
0
137,473
-------------
0
222,825
-------------
0
23,306
-------------
0
1,353,327
-------------
0
137,473
-------------
0
21GABRIELA SAENZ
SVP CORP SERVICES
(i)

(ii)
543,205
-------------
0
389,832
-------------
0
95,493
-------------
0
191,828
-------------
0
8,968
-------------
0
1,229,326
-------------
0
93,521
-------------
0
22CHARLES T HANKINS
SVP PEDIATRICS AND CMO, CHOSA
(i)

(ii)
0
-------------
0
0
-------------
0
761,816
-------------
0
22,426
-------------
0
254,276
-------------
0
1,038,518
-------------
0
151,024
-------------
0
23M SHANNON STANSBURY
SVP POPULATION HEALTH
(i)

(ii)
537,529
-------------
0
365,992
-------------
0
99,163
-------------
0
211,667
-------------
0
8,767
-------------
0
1,223,118
-------------
0
98,263
-------------
0
24TINA BARKER
SVP STRATEGY MARKETING & DIG
(i)

(ii)
488,459
-------------
0
351,551
-------------
0
102,104
-------------
0
197,263
-------------
0
10,604
-------------
0
1,149,981
-------------
0
101,454
-------------
0
25Gerardo Flores MD
SVP/CNO
(i)

(ii)
504,147
-------------
0
365,248
-------------
0
44,373
-------------
0
206,110
-------------
0
13,044
-------------
0
1,132,922
-------------
0
44,373
-------------
0
26Jennifer Beal
SVP CAO
(i)

(ii)
489,590
-------------
0
263,130
-------------
0
650
-------------
0
156,378
-------------
0
2,486
-------------
0
912,234
-------------
0
0
-------------
0
27Luis Haro
VP Operations for Emergency Services (term 7/23)
(i)

(ii)
321,170
-------------
0
287,617
-------------
0
613,589
-------------
0
54,920
-------------
0
9,160
-------------
0
1,286,456
-------------
0
214,600
-------------
0
28PAUL M TREVINO
CEO SETX & SWLA
(i)

(ii)
548,668
-------------
0
308,678
-------------
0
110,498
-------------
0
201,424
-------------
0
26,395
-------------
0
1,195,663
-------------
0
109,848
-------------
0
29LILLIAN MONTOYA
Pres/CEO SVH
(i)

(ii)
573,237
-------------
0
275,129
-------------
0
86,024
-------------
0
202,440
-------------
0
9,326
-------------
0
1,146,156
-------------
0
85,198
-------------
0
30Andrea Teague
VP Cancer Services
(i)

(ii)
812,100
-------------
0
132,761
-------------
0
0
-------------
0
120,814
-------------
0
6,311
-------------
0
1,071,986
-------------
0
0
-------------
0
31MARK ANDERSON
CMO, CRP TMF HEALTH SYSTEM
(i)

(ii)
576,363
-------------
0
264,127
-------------
0
92,582
-------------
0
65,701
-------------
0
13,771
-------------
0
1,012,544
-------------
0
92,082
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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 First-class or charter travel CERTAIN EXECUTIVES AND BOARD MEMBERS WERE REIMBURSED UNDER AN ACCOUNTABLE PLAN FOR FIRST CLASS TRAVEL.
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 CHRISTUS HEALTH USES AN EXECUTIVE COMPENSATION COMMITTEE TO ESTABLISH AND APPROVE THE COMPENSATION OF THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. THIS COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT WHO PERFORMS A BI-ANNUAL COMPENSATION SURVEY. THE CEO HAS A WRITTEN EMPLOYMENT CONTRACT WITH THE FILING ORGANIZATION.
Schedule J, Part I, Line 4a Severance or change-of-control payment CHARLES HANKINS RECEIVED $588,925 IN SEVERANCE DURING CALENDAR YEAR 2023. LUIS HARO RECEIVED $242,781 IN SEVERANCE DURING CALENDAR YEAR 2023.
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. The following individuals received payouts under a supplemental nonqualified retirement plan. Ernie Sadau - $7,848,046 Jeffrey Puckett - $3,463,677 Randy Safady - $2,066,919 Paul Generale - $1,754,920 Marty Margetts - $1,710,990 Gerard Heely - $772,757 JON MANIS - $606,951 Sam Bagchi - $430,479 Luis Haro - $360,589 Jeannie Frey - $187,944 STEVE KEUER - $176,699 Christopher Karam - $171,348 Fadi Nasrallah - $170,649 Dominic Dominguez - $162,091 J. Chris Glenney - $160,310 Charles T Hankins - $158,846 CHRIS DASKEVICH - $137,473 Paul M Trevino -$109,848 TINA BARKER - $101,454 Kimberly King Webb - $100,512 Kim Reynolds - $100,423 M. SHANNON STANSBURY - $98,263 GABRIELA SAENZ - $93,521 MARK ANDERSON - $92,082 LILLIAN MONTOYA - $85,198 Irma Penaloza - $48,245 GERARDO FLORES - $44,373
Schedule J, Part II FORM 990, PART VII, QUESTION 1A & SCHEDULE J, PART II DIRECTORS AND EX-OFFICIO DIRECTORS PROVIDE THEIR SERVICES AS MEMBERS OF THE BOARD WITHOUT COMPENSATION OR BENEFITS. ANY COMPENSATION AND BENEFITS DISCLOSED FOR SUCH PERSONS IS EARNED IN THE RESPECTIVE INDIVIDUAL'S ROLE AS AN OFFICER OR EMPLOYEE OF THE ORGANIZATION, NOT FOR THE INDIVIDUAL'S ROLE AS A BOARD MEMBER OR DIRECTOR. OFFICERS, KEY EMPLOYEES AND HIGHEST PAID EMPLOYEES ARE FULL-TIME EMPLOYEES. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS.
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, Column (B)(ii) BONUS AND INCENTIVE COMPENSATION BONUS AND INCENTIVE COMPENSATION MAY INCLUDE AMOUNTS THAT WERE DEFERRED IN A PRIOR YEAR BUT PAID OUT IN CALENDAR YEAR 2023.
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, Part II, Column (F) COMPENSATION REPORTED AS DEFERRED IN PRIOR FORM 990 THE AMOUNTS REPORTED ON FORM 990, SCHEDULE J, PART II, COLUMN (F) ARE THE PAYMENTS REPORTED AS REPORTABLE COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN (B)(III) TO THE EXTENT THAT SUCH PAYMENTS WERE REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990. THE AMOUNTS REPORTED ON FORM 990, SCHEDULE J, PART II, COLUMN (F) ARE A RESULT OF PARTICIPATION IN THE FOLLOWING NONQUALIFIED SUPPLEMENTAL RETIREMENT PLANS: PENSION RESTORATION PLAN, DEFERRED INCOME ACCOUNT AND SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN.
Schedule J (Form 990) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v6.0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
Attach to Form 990.

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Christus Health
 
Employer identification number
76-0590551
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A Tarrant County Cultural Education Facility Finance Corporation
 
04-3833551 87638TGW7 08-05-2022 364,828,621 SEE SCH K, PART VI   X   X   X
B LOUISIANA PUBLIC FACILITIES AUTHORITY
 
72-0895871 546399HA7 10-30-2018 70,942,111 SEE SCH K, PART VI   X   X   X
C LOUISIANA PUBLIC FACILITIES AUTHORITY
 
72-0895871 546398C71 08-12-2009 231,654,638 SEE SCH K, PART VI   X   X   X
D TARRANT COUNTY CULTURAL EDUCATION FAC FIN CORP
 
04-3833551 87638TGN7 10-30-2018 481,651,366 SEE SCH K, PART VI   X   X   X
TARRANT COUNTY CULTURAL EDUCATION FAC FIN CORP
 
04-3833551 87638TDF7 12-19-2008 268,560,000 SEE SCH K, PART VI   X   X   X
LOUISIANA PUBLIC FACILITIES AUTHORITY
 
72-0895871 546399GC4 04-02-2019 53,021,204 SEE SCH K, PART VI   X   X   X
Tarrant County Cultural Education Facilities Finance Corporation (2016A-E)
 
04-3833551 000000000 10-03-2016 174,304,000 SEE SCH K, PART VI   X   X   X
Tarrant County Cultural Education Facility Finance Corporation
 
04-3833551 87638THQ9 05-22-2024 94,987,623 SEE SCH K, PART VI   X   X   X
Tarrant County Cultural Education Facility Finance Corporation
 
04-3833551 87638THF3 05-22-2024 241,732,826 SEE SCH K, PART VI   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 0 8,160,000 167,200,000 41,945,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 378,212,349 72,199,222 232,748,696 484,781,301
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 3,116,213 0 0 0
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 4,138 0
10 Capital expenditures from proceeds ............. 348,376,279 41,256,527 0 363,127,523
11 Other spent proceeds ............. 26,668,414 30,942,111 232,744,558 121,651,366
12 Other unspent proceeds ............. 51,444 584 0 2,412
13 Year of substantial completion ............. 2022 2016 2020
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
X   X   X   X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X   X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 0.3 % 0.1 % 0.1 % 0.1 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0.3 % 0.1 % 0.1 % 0.1 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? ....... X     X   X   X
b Exception to rebate? ........                
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X X     X
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider .......... Citibank NA
 
 
 
 
 
 
 
c Term of hedge ......... 3970 %      
d Was the hedge superintegrated? ......   X            
e Was the hedge terminated? ........   X            
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X X   X   X  
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part I, Column (f) PAGE 1 A. TARRANT COUNTY CULTURAL EDUCATION FACILITIES FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE (NOVEMBER 8, 2005, NOVEMBER 20, 2007). B. LOUISIANA PUBLIC FACILITIES AUTHORITY (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE (NOVEMBER 20, 2007, DECEMBER 19, 2008). C. TARRANT COUNTY CULTURAL EDUCATION FACILITIES FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE (NOVEMBER 25, 2008); THE ACQUISITION, CONSTRUCTION AND/OR EQUIPPING OF CAPITAL IMPROVEMENTS FOR HOSPITALS. D. LOUISIANA PUBLIC FACILITIES AUTHORITY (F) CURRENTLY REFUND A PRIOR ISSUE (NOVEMBER 25, 2008); THE ACQUISITION, CONSTRUCTION AND/OR EQUIPPING OF CAPITAL IMPROVEMENTS FOR HOSPITALS.
Schedule K, Part I, Column (f) Page 2 A. LOUISIANA PUBLIC FACILITIES AUTHORITY (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE (AUGUST 12, 2009). B. TARRANT COUNTY CULTURAL EDUCATION FACILITY FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE DATE 12/9/2010 (2005A-6); CONSTRUCTION AND CAPITAL IMPROVEMENTS OF HOSPITALS. C. TARRANT COUNTY CULTURAL EDUCATION FACILITY FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: CONSTRUCTION AND CAPITAL IMPROVEMENTS OF HOSPITALS, LARGELY GERALD CHAMPION. D. TARRANT COUNTY CULTURAL EDUCATION FACILITY FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND PRIOR ISSUE DATE 11/8/2005 (2005A-3, 2005A-4 2005B-2)
Schedule K, Part I, Column (f) PAGE 3 A. TARRANT COUNTY CULTURAL EDUCATION FACILITY FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: TO FINANCE THE ACQUISITION OF HEALTHCARE FACILITIES WHICH UNCLUDE ONE OR MORE ACUTE CARE HOSPITALS.
Schedule K, Part II, Line 3 PAGE 1 A. LINE 3. INVESTMENT EARNINGS= $1,025.93 B. LINE 3. INVESTMENT EARNINGS = $0.00 C. LINE 3. INVESTMENT EARNINGS = $0.00 D. LINE 3. INVESTMENT EARNINGS=$0.00
Schedule K, Part II, Line 3 PAGE 2 A. LINE 3. INVESTMENT EARNINGS= $0.00 B. LINE 3. INVESTMENT EARNINGS = $6,696,696.77 C. LINE 3. INVESTMENT EARNINGS= $0.00 D. LINE 3. INVESTMENT EARNINGS = $0.00
Schedule K, Part II, Line 3 PAGE 3 A. LINE 3 INVESTMENT EARNINGS= $0.00
Schedule K, Part II, Line 16 PAGE 3 REPORTED FINAL ALLOCATION HAS NOT BEEN MADE TO THE EXTENT WE HAVE UNSPENT TRANSFER PROCEEDS.
Schedule K, Part IV, Line 2c PAGE 1 A. LINE 2C - REBATE COMPUTATION PERFORMED JULY 23,2024 B. LINE 2C - REBATE COMPUTATION PERFORMED JULY 23,2024 C. LINE 2C - REBATE COMPUTATION PERFORMED JULY 24, 2023 D. LINE 2C - REBATE COMPUTATION PERFORMED JULY 24, 2023.
Schedule K, Part IV, Line 2c PAGE 2 A. LINE 2C - REBATE COMPUTATION PERFORMED JULY 24, 2023. B. LINE 2C - REBATE COMPUTATION PERFORMED: N/A C. LINE 2C - REBATE COMPUTATION PERFORMED: N/A D. LINE 2C - REBATE COMPUTATION PERFORMED: N/A
Schedule K, Part IV, Line 2c PAGE 3 A. LINE 2C - REBATE COMPUTATION PERFORMED AUGUST 22, 2020.
Schedule K (Form 990) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v6.0


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
Attach to Form 990.

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Christus Health
 
Employer identification number
76-0590551
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A Tarrant County Cultural Education Facility Finance Corporation
 
04-3833551 87638TGW7 08-05-2022 364,828,621 SEE SCH K, PART VI   X   X   X
B LOUISIANA PUBLIC FACILITIES AUTHORITY
 
72-0895871 546399HA7 10-30-2018 70,942,111 SEE SCH K, PART VI   X   X   X
C LOUISIANA PUBLIC FACILITIES AUTHORITY
 
72-0895871 546398C71 08-12-2009 231,654,638 SEE SCH K, PART VI   X   X   X
D TARRANT COUNTY CULTURAL EDUCATION FAC FIN CORP
 
04-3833551 87638TGN7 10-30-2018 481,651,366 SEE SCH K, PART VI   X   X   X
TARRANT COUNTY CULTURAL EDUCATION FAC FIN CORP
 
04-3833551 87638TDF7 12-19-2008 268,560,000 SEE SCH K, PART VI   X   X   X
LOUISIANA PUBLIC FACILITIES AUTHORITY
 
72-0895871 546399GC4 04-02-2019 53,021,204 SEE SCH K, PART VI   X   X   X
Tarrant County Cultural Education Facilities Finance Corporation (2016A-E)
 
04-3833551 000000000 10-03-2016 174,304,000 SEE SCH K, PART VI   X   X   X
Tarrant County Cultural Education Facility Finance Corporation
 
04-3833551 87638THQ9 05-22-2024 94,987,623 SEE SCH K, PART VI   X   X   X
Tarrant County Cultural Education Facility Finance Corporation
 
04-3833551 87638THF3 05-22-2024 241,732,826 SEE SCH K, PART VI   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 0 8,160,000 167,200,000 41,945,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 378,212,349 72,199,222 232,748,696 484,781,301
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 3,116,213 0 0 0
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 4,138 0
10 Capital expenditures from proceeds ............. 348,376,279 41,256,527 0 363,127,523
11 Other spent proceeds ............. 26,668,414 30,942,111 232,744,558 121,651,366
12 Other unspent proceeds ............. 51,444 584 0 2,412
13 Year of substantial completion ............. 2022 2016 2020
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
X   X   X   X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X   X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 0.3 % 0.1 % 0.1 % 0.1 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0.3 % 0.1 % 0.1 % 0.1 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? ....... X     X   X   X
b Exception to rebate? ........                
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X X     X
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider .......... Citibank NA
 
 
 
 
 
 
 
c Term of hedge ......... 3970 %      
d Was the hedge superintegrated? ......   X            
e Was the hedge terminated? ........   X            
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X X   X   X  
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part I, Column (f) PAGE 1 A. TARRANT COUNTY CULTURAL EDUCATION FACILITIES FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE (NOVEMBER 8, 2005, NOVEMBER 20, 2007). B. LOUISIANA PUBLIC FACILITIES AUTHORITY (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE (NOVEMBER 20, 2007, DECEMBER 19, 2008). C. TARRANT COUNTY CULTURAL EDUCATION FACILITIES FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE (NOVEMBER 25, 2008); THE ACQUISITION, CONSTRUCTION AND/OR EQUIPPING OF CAPITAL IMPROVEMENTS FOR HOSPITALS. D. LOUISIANA PUBLIC FACILITIES AUTHORITY (F) CURRENTLY REFUND A PRIOR ISSUE (NOVEMBER 25, 2008); THE ACQUISITION, CONSTRUCTION AND/OR EQUIPPING OF CAPITAL IMPROVEMENTS FOR HOSPITALS.
Schedule K, Part I, Column (f) Page 2 A. LOUISIANA PUBLIC FACILITIES AUTHORITY (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE (AUGUST 12, 2009). B. TARRANT COUNTY CULTURAL EDUCATION FACILITY FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE DATE 12/9/2010 (2005A-6); CONSTRUCTION AND CAPITAL IMPROVEMENTS OF HOSPITALS. C. TARRANT COUNTY CULTURAL EDUCATION FACILITY FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: CONSTRUCTION AND CAPITAL IMPROVEMENTS OF HOSPITALS, LARGELY GERALD CHAMPION. D. TARRANT COUNTY CULTURAL EDUCATION FACILITY FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND PRIOR ISSUE DATE 11/8/2005 (2005A-3, 2005A-4 2005B-2)
Schedule K, Part I, Column (f) PAGE 3 A. TARRANT COUNTY CULTURAL EDUCATION FACILITY FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: TO FINANCE THE ACQUISITION OF HEALTHCARE FACILITIES WHICH UNCLUDE ONE OR MORE ACUTE CARE HOSPITALS.
Schedule K, Part II, Line 3 PAGE 1 A. LINE 3. INVESTMENT EARNINGS= $1,025.93 B. LINE 3. INVESTMENT EARNINGS = $0.00 C. LINE 3. INVESTMENT EARNINGS = $0.00 D. LINE 3. INVESTMENT EARNINGS=$0.00
Schedule K, Part II, Line 3 PAGE 2 A. LINE 3. INVESTMENT EARNINGS= $0.00 B. LINE 3. INVESTMENT EARNINGS = $6,696,696.77 C. LINE 3. INVESTMENT EARNINGS= $0.00 D. LINE 3. INVESTMENT EARNINGS = $0.00
Schedule K, Part II, Line 3 PAGE 3 A. LINE 3 INVESTMENT EARNINGS= $0.00
Schedule K, Part II, Line 16 PAGE 3 REPORTED FINAL ALLOCATION HAS NOT BEEN MADE TO THE EXTENT WE HAVE UNSPENT TRANSFER PROCEEDS.
Schedule K, Part IV, Line 2c PAGE 1 A. LINE 2C - REBATE COMPUTATION PERFORMED JULY 23,2024 B. LINE 2C - REBATE COMPUTATION PERFORMED JULY 23,2024 C. LINE 2C - REBATE COMPUTATION PERFORMED JULY 24, 2023 D. LINE 2C - REBATE COMPUTATION PERFORMED JULY 24, 2023.
Schedule K, Part IV, Line 2c PAGE 2 A. LINE 2C - REBATE COMPUTATION PERFORMED JULY 24, 2023. B. LINE 2C - REBATE COMPUTATION PERFORMED: N/A C. LINE 2C - REBATE COMPUTATION PERFORMED: N/A D. LINE 2C - REBATE COMPUTATION PERFORMED: N/A
Schedule K, Part IV, Line 2c PAGE 3 A. LINE 2C - REBATE COMPUTATION PERFORMED AUGUST 22, 2020.
Schedule K (Form 990) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v6.0


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
Attach to Form 990.

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Christus Health
 
Employer identification number
76-0590551
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A Tarrant County Cultural Education Facility Finance Corporation
 
04-3833551 87638TGW7 08-05-2022 364,828,621 SEE SCH K, PART VI   X   X   X
B LOUISIANA PUBLIC FACILITIES AUTHORITY
 
72-0895871 546399HA7 10-30-2018 70,942,111 SEE SCH K, PART VI   X   X   X
C LOUISIANA PUBLIC FACILITIES AUTHORITY
 
72-0895871 546398C71 08-12-2009 231,654,638 SEE SCH K, PART VI   X   X   X
D TARRANT COUNTY CULTURAL EDUCATION FAC FIN CORP
 
04-3833551 87638TGN7 10-30-2018 481,651,366 SEE SCH K, PART VI   X   X   X
TARRANT COUNTY CULTURAL EDUCATION FAC FIN CORP
 
04-3833551 87638TDF7 12-19-2008 268,560,000 SEE SCH K, PART VI   X   X   X
LOUISIANA PUBLIC FACILITIES AUTHORITY
 
72-0895871 546399GC4 04-02-2019 53,021,204 SEE SCH K, PART VI   X   X   X
Tarrant County Cultural Education Facilities Finance Corporation (2016A-E)
 
04-3833551 000000000 10-03-2016 174,304,000 SEE SCH K, PART VI   X   X   X
Tarrant County Cultural Education Facility Finance Corporation
 
04-3833551 87638THQ9 05-22-2024 94,987,623 SEE SCH K, PART VI   X   X   X
Tarrant County Cultural Education Facility Finance Corporation
 
04-3833551 87638THF3 05-22-2024 241,732,826 SEE SCH K, PART VI   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 0 8,160,000 167,200,000 41,945,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 378,212,349 72,199,222 232,748,696 484,781,301
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 3,116,213 0 0 0
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 4,138 0
10 Capital expenditures from proceeds ............. 348,376,279 41,256,527 0 363,127,523
11 Other spent proceeds ............. 26,668,414 30,942,111 232,744,558 121,651,366
12 Other unspent proceeds ............. 51,444 584 0 2,412
13 Year of substantial completion ............. 2022 2016 2020
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
X   X   X   X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X   X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 0.3 % 0.1 % 0.1 % 0.1 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0.3 % 0.1 % 0.1 % 0.1 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? ....... X     X   X   X
b Exception to rebate? ........                
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X X     X
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider .......... Citibank NA
 
 
 
 
 
 
 
c Term of hedge ......... 3970 %      
d Was the hedge superintegrated? ......   X            
e Was the hedge terminated? ........   X            
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X X   X   X  
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part I, Column (f) PAGE 1 A. TARRANT COUNTY CULTURAL EDUCATION FACILITIES FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE (NOVEMBER 8, 2005, NOVEMBER 20, 2007). B. LOUISIANA PUBLIC FACILITIES AUTHORITY (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE (NOVEMBER 20, 2007, DECEMBER 19, 2008). C. TARRANT COUNTY CULTURAL EDUCATION FACILITIES FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE (NOVEMBER 25, 2008); THE ACQUISITION, CONSTRUCTION AND/OR EQUIPPING OF CAPITAL IMPROVEMENTS FOR HOSPITALS. D. LOUISIANA PUBLIC FACILITIES AUTHORITY (F) CURRENTLY REFUND A PRIOR ISSUE (NOVEMBER 25, 2008); THE ACQUISITION, CONSTRUCTION AND/OR EQUIPPING OF CAPITAL IMPROVEMENTS FOR HOSPITALS.
Schedule K, Part I, Column (f) Page 2 A. LOUISIANA PUBLIC FACILITIES AUTHORITY (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE (AUGUST 12, 2009). B. TARRANT COUNTY CULTURAL EDUCATION FACILITY FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND A PRIOR ISSUE DATE 12/9/2010 (2005A-6); CONSTRUCTION AND CAPITAL IMPROVEMENTS OF HOSPITALS. C. TARRANT COUNTY CULTURAL EDUCATION FACILITY FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: CONSTRUCTION AND CAPITAL IMPROVEMENTS OF HOSPITALS, LARGELY GERALD CHAMPION. D. TARRANT COUNTY CULTURAL EDUCATION FACILITY FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: CURRENTLY REFUND PRIOR ISSUE DATE 11/8/2005 (2005A-3, 2005A-4 2005B-2)
Schedule K, Part I, Column (f) PAGE 3 A. TARRANT COUNTY CULTURAL EDUCATION FACILITY FINANCE CORPORATION (F) DESCRIPTION OF PURPOSE: TO FINANCE THE ACQUISITION OF HEALTHCARE FACILITIES WHICH UNCLUDE ONE OR MORE ACUTE CARE HOSPITALS.
Schedule K, Part II, Line 3 PAGE 1 A. LINE 3. INVESTMENT EARNINGS= $1,025.93 B. LINE 3. INVESTMENT EARNINGS = $0.00 C. LINE 3. INVESTMENT EARNINGS = $0.00 D. LINE 3. INVESTMENT EARNINGS=$0.00
Schedule K, Part II, Line 3 PAGE 2 A. LINE 3. INVESTMENT EARNINGS= $0.00 B. LINE 3. INVESTMENT EARNINGS = $6,696,696.77 C. LINE 3. INVESTMENT EARNINGS= $0.00 D. LINE 3. INVESTMENT EARNINGS = $0.00
Schedule K, Part II, Line 3 PAGE 3 A. LINE 3 INVESTMENT EARNINGS= $0.00
Schedule K, Part II, Line 16 PAGE 3 REPORTED FINAL ALLOCATION HAS NOT BEEN MADE TO THE EXTENT WE HAVE UNSPENT TRANSFER PROCEEDS.
Schedule K, Part IV, Line 2c PAGE 1 A. LINE 2C - REBATE COMPUTATION PERFORMED JULY 23,2024 B. LINE 2C - REBATE COMPUTATION PERFORMED JULY 23,2024 C. LINE 2C - REBATE COMPUTATION PERFORMED JULY 24, 2023 D. LINE 2C - REBATE COMPUTATION PERFORMED JULY 24, 2023.
Schedule K, Part IV, Line 2c PAGE 2 A. LINE 2C - REBATE COMPUTATION PERFORMED JULY 24, 2023. B. LINE 2C - REBATE COMPUTATION PERFORMED: N/A C. LINE 2C - REBATE COMPUTATION PERFORMED: N/A D. LINE 2C - REBATE COMPUTATION PERFORMED: N/A
Schedule K, Part IV, Line 2c PAGE 3 A. LINE 2C - REBATE COMPUTATION PERFORMED AUGUST 22, 2020.
Schedule K (Form 990) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v6.0

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Christus Health
 
Employer identification number

76-0590551
Return Reference Explanation
DOING BUSINESS AS Christus Health Service Center CHRISTUS Health System CHRISTUS Healthy Living Spa CHRISTUS Innovations Institute CHRISTUS Institute for Innovation and Advanced Clinical Care CHRISTUS St. Joseph Village CIIACC Marketplace Solutions Texas Health Information Network Collaborative Uniformed Services Family Health Plan TLRA US Family Health Plan USFHP
Form 990, Part III, Line 1 MISSION, CONTINUED THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, EDUCATIONAL AND RELIGIOUS PURPOSES OF ADVANCING, PROMOTING AND SUPPORTING THE HEALTH CARE MINISTRIES OF THE SPONSORING CONGREGATIONS WHICH OPERATE AND ARE CONTROLLED IN CONFORMITY WITH THE ETHICAL AND MORAL TEACHINGS OF THE ROMAN CATHOLIC CHURCH, AND PROMOTING EFFICIENT GOVERNANCE AND MANAGEMENT, COOPERATIVE PLANNING AND THE SHARING OF RESOURCES AMONG SUCH HEALTH CARE MINISTRIES. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, THE CORPORATION'S MISSION SHALL BE TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST, AND CONSISTENT THEREWITH, SHALL OPERATE ACCORDING TO THE DOCTRINES, RESOLUTIONS, DECREES AND ETHICAL PRINCIPLES OF THE SPONSORING CONGREGATIONS, AND THE ETHICAL AND RELIGIOUS DIRECTORS FOR CATHOLIC HEALTH CARE SERVICES AS PROMULGATED OR AMENDED FROM TIME TO TIME BY THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS. IT IS ALSO A PURPOSE OF THE CORPORATION TO AID, LEND FINANCIAL SUPPORT AND ASSISTANCE TO, AND TO INVEST, TRANSFER AND/OR DISPOSE OF FUNDS OF THE CORPORATION AND THE SYSTEM ENTITIES FOR THE USE AND BENEFIT OF, AND IN FURTHERANCE OF THE PURPOSES OF, THE SYSTEM, THE CORPORATION, AND THE SYSTEM ENTITIES. THE CORPORATION'S PURPOSES SHALL ALSO INCLUDE THE MAKING OF GIFTS, GRANTS AND CONTRIBUTIONS TO OTHER QUALIFYING TAX-EXEMPT ORGANIZATIONS, PARTICULARLY THOSE DESIGNED TO SUPPORT AND BENEFIT THE HEALTH AND WELFARE OF THE POOR AND UNDERSERVED. THE CORPORATION SHALL ALSO BE AUTHORIZED TO ENGAGE IN SUCH PURSUITS AS MAY BE NECESSARY OR INCIDENTAL, OR WHICH MAY AID AND ASSIST, IN CARRYING OUT THE CORPORATION'S MISSION AND PURPOSES. THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF THESE PURPOSES, AS WELL AS THOSE SYSTEM ENTITIES THAT ARE DESCRIBED IN SECTION 501(C)(3), AND SECTION 509(A)(1) OR SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR CORRESPONDING PROVISIONS OF ANY SUBSEQUENT LAW.
Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION COMMITMENT TO BENEFITING OUR COMMUNITIES CHRISTUS HEALTH WAS FORMED IN 1999 WHEN THE SISTERS OF CHARITY HEALTH SYSTEM, SPONSORED BY THE SISTERS OF CHARITY OF THE INCARNATE WORD OF HOUSTON, AND THE INCARNATE WORD HEALTH CARE SYSTEM, SPONSORED BY THE SISTERS OF CHARITY OF THE INCARNATE WORD OF SAN ANTONIO, BROUGHT THEIR HEALTH MINISTRIES TOGETHER. THE 2016 AFFILIATION WITH TRINITY MOTHER FRANCES HEALTH SYSTEM RESULTED IN A THIRD SPONSORING CONGREGATION OF CHRISTUS HEALTH, THE SISTERS OF THE HOLY FAMILY OF NAZARETH. THE VISION OF CHRISTUS HEALTH AS A CATHOLIC, FAITH-BASED MINISTRY, IS TO BE A LEADER, A PARTNER AND ADVOCATE IN THE CREATION OF INNOVATIVE HEALTH AND WELLNESS SOLUTIONS THAT IMPROVE THE LIVES OF INDIVIDUALS AND COMMUNITIES SO THAT ALL MAY EXPERIENCE GOD'S HEALING PRESENCE AND LOVE. CHRISTUS HEALTH RESPONDS TO HEALTH CARE NEEDS THROUGH SERVICES PROVIDED IN 350 FACILITIES, INCLUDING 60 HOSPITALS AND LONG-TERM CARE FACILITIES, 175 CLINICS AND OUTPATIENT CENTERS AND DOZENS OF OTHER HEALTH MINISTRIES AND VENTURES. CHRISTUS SERVICES ARE FOUND IN 60 CITIES IN TEXAS, ARKANSAS, LOUISIANA AND NEW MEXICO IN THE U.S., CHIHUAHUA, COAHUILA, NUEVO LEON, PUEBLA, SAN LUIS, POTOSI AND TAMAULIPAS IN MEXICO, CHILE, and Colombia. WHILE SPECIFIC PROGRAMS AND SERVICES DIFFER FROM FACILITY TO FACILITY TO MEET COMMUNITY NEEDS, EACH OF OUR HEALTH CARE ENTITIES HAS THE SAME OBJECTIVE -- TO FULFILL OUR MISSION OF EXTENDING THE HEALING MINISTRY OF JESUS CHRIST, WHICH INCLUDES LEADING THE WAY TO A HEALTHIER COMMUNITY. CHRISTUS HEALTH PROVIDES VARIOUS ADMINISTRATIVE SERVICES TO THE CHRISTUS REGIONS, INCLUDING EMPLOYEE BENEFITS, WELFARE BENEFITS, COLLECTION SERVICES, COMPUTER SERVICES, INSURANCE, EQUIPMENT MAINTENANCE AND OTHER BUSINESS OFFICE SERVICES. COMBINED, THE CHRISTUS HEALTH SERVICE AREA COMPRISES A POPULATION OF APPROXIMATELY 9,000,000. IN FISCAL YEAR 2023 ALONE, WE WERE PRIVILEGED TO SERVE MANY MEMBERS OF OUR COMMUNITIES IN VARIOUS WAYS, INCLUDING 1,182,248 VISITS TO OUR EMERGENCY DEPARTMENTS; 41,815 INPATIENT SURGERY PROCEDURES; 178,138 OUTPATIENT SURGERY PROCEDURES; 212,681 PATIENTS ADMITTED TO OUR HOSPITALS FOR CARE; AND 3,857,788 PATIENTS WHO RECEIVED OUTPATIENT CARE AT OUR FACILITIES. TOUCHING THE LIVES OF THE PEOPLE AROUND US IS WHAT MAKES CHRISTUS HEALTH STAND APART. ALLOWING OTHERS TO TOUCH US GIVES CHRISTUS HEALTH A VISION FOR THE MEDICALLY NEEDY IN EACH OF THE COMMUNITIES WE SERVE. WHETHER IT IS THE LIFE OF A CHILD EXPECTING A FUTURE FILLED WITH MIRACLES, THE LIFE OF A MAN IN NEED OF A CRITICAL HEART SURGERY, OR THE LIFE OF A WOMAN ABOUT TO GIVE BIRTH, CHRISTUS HEALTH'S HOSPITALS, CLINICS AND VARIOUS OTHER HEALTH CARE SERVICES PROVIDE THE BEST CARE POSSIBLE REGARDLESS OF AN INDIVIDUAL'S ABILITY TO PAY. BY COLLABORATING WITH COMMUNITIES, CHURCHES, BUSINESSES AND OTHER HEALTH CARE ORGANIZATIONS, CHRISTUS HEALTH'S VARIOUS ENTITIES HAVE STRENGTHEND THEIR ROLES AS MAJOR PROVIDERS OF COMPREHENSIVE AND ACCESSIBLE HEALTH CARE SERVICES. THESE PARTNERSHIPS WITHIN THE COMMUNITY HAVE BEEN A BLESSING BY HELPING CHRISTUS CARE FOR THOSE IN NEED. FURTHERMORE, INVESTMENT IN COMMUNITY SERVICES WOULD NOT BE POSSIBLE WITHOUT OUR DEDICATED EMPLOYEES AND VOLUNTEERS. THEY HELP TO BUILD STRONG RELATIONSHIPS BETWEEN THE HOSPITALS AND OTHER HEALTH CARE MINISTRIES AND THE COMMUNITIES, NURTURING CHRISTUS' MISSION TO MEET THE NEEDS OF AND MAKE A DIFFERENCE IN THE LIVES OF OTHERS. OUR EMPLOYEES WORK BOTH INSIDE AND OUTSIDE THE WALLS OF OUR HEALTH CARE FACILITIES AND ARE COMMITTED TO REACHING BEYOND THE TRADITIONAL HOSPITAL WALLS TO HELP OUR COMMUNITIES MAINTAIN GOOD HEALTH. UNDERSTANDING THE NEED TO PROVIDE ACCESS TO HEALTH CARE TO AS MUCH OF OUR PUBLIC AS POSSIBLE, CHRISTUS HEALTH PARTICIPATES IN GOVERNMENT-SPONSORED HEALTH CARE PROGRAMS INCLUDING MEDICAID, MEDICARE, CHAMPUS, TRICARE AND OTHERS. IN ADDITION, WE OFFER SPECIFIC PROGRAMS TO PROVIDE A DISCOUNT ON IMPORTANT SERVICES PROVIDED TO THOSE IN NEED WHO DO NOT HAVE MEDICAL INSURANCE OR WHO DO NOT PARTICIPATE IN GOVERNMENT-SPONSORED PROGRAMS. CHRISTUS HEALTH PROVIDES A RANGE OF INPATIENT AND OUTPATIENT SERVICES TO MEET THE NEEDS OF THE COMMUNITIES WE SERVE. WE CONDUCT OUR ACTIVITIES AND PROVIDE HEALTH CARE WITHOUT REGARD TO RACE, COLOR, CREED, RELIGION, GENDER, ORIENTATION, DISABILITY, AGE OR NATIONAL ORIGIN. PARTICULAR HEALTH CARE SERVICES VARY BY MARKET AND ARE BASED ON THE NEEDS OF EACH PARTICULAR COMMUNITY. OUR SERVICES RANGE FROM THE MOST SOPHISTICATED RESEARCH AND BREAKTHROUGH MEDICAL TECHNOLOGY SERVICES TO MUCH-NEEDED PRIMARY CARE. EACH OF OUR ACUTE CARE HOSPITALS PROVIDES AN EMERGENCY ROOM THAT IS OPEN TO SERVE ALL THOSE IN NEED OF EMERGENT CARE, REGARDLESS OF THEIR ABILITY TO PAY. CHRISTUS ALSO SUPPORTS MANY LOCAL COMMUNITY HEALTH SERVICES. CLINICAL TRIALS TO ADVANCE CARE AND PROVIDE CURES FOR CERTAIN DISEASES, AND SOME CHRISTUS HOSPITALS HOST GRADUATE MEDICAL EDUCATION PROGRAMS THAT TRAIN FUTURE HEALTH CARE PROVIDERS AND LEADERS INCLUDING NURSES, PHYSICIANS AND VARIOUS ALLIED HEALTH PROFESSIONALS. AS A NOT-FOR-PROFIT ORGANIZATION, A GOVERNING BOARD COMPRISED LARGELY OF INDEPENDENT PROFESSIONALS WHO HELP SHAPE THE STRATEGIES AND POLICIES OF OUR HEALTH SYSTEM GUIDES CHRISTUS HEALTH. IN ADDITION, A BOARD OF INDEPENDENT COMMUNITY MEMBERS REPRESENTING THE AREA WE SERVE GOVERNS EACH OF OUR HEALTH CARE ENTITIES. WE ARE PRIVILEGED TO HAVE OPEN MEDICAL STAFFS IN EACH OF OUR HOSPITALS AND CLINICS COMPRISED OF QUALIFIED PHYSICIANS WHO WORK WITH US TO PROVIDE CARE TO OUR COMMUNITIES. ALL QUALIFIED PHYSICIANS WHO ARE GRANTED PRIVILEGES TO SERVE IN OUR HOSPITALS MUST UNDERGO A THOROUGH AND COMPREHENSIVE CREDENTIALING PROCESS.
Form 990, Part III, Line 4b PROGRAM SERVICE DESCRIPTION OTHER GOVERNMENT SERVICES IN ADDITION TO THE PROVISION OF CHARITY CARE AND OTHER COMMUNITY SERVICES, CHRISTUS HEALTH PROVIDES SERVICES TO PERSONS COVERED UNDER GOVERNMENT-SPONSORED PROGRAMS INCLUDING MEDICARE, DEPARTMENT OF DEFENSE (DOD) AND TRICARE. THE UNREIMBURSED COSTS OF THESE SERVICES ARE REPORTED TO THE STATE OF TEXAS BUT ARE NOT INCLUDED IN REPORTS PREPARED FOLLOWING CATHOLIC HEALTH ASSOCIATION GUIDELINES. CHRISTUS HEALTH PROVIDES SERVICES TO PERSONS COVERED UNDER THE FEDERAL MEDICARE PROGRAM, AND IN FACT, THIS IS THE LARGEST SINGLE PAYOR CLASSIFICATION OF PATIENTS SERVED BY THIS HEALTH SYSTEM. THE PAYMENT RATE FOR INPATIENT SERVICES IS ON A PER-CASE RATE, CALCULATED BASED ON THE DIAGNOSTIC-RELATED GROUP (DRG) INTO WHICH THE PATIENT IS CATEGORIZED. OUTPATIENT SERVICES ARE REIMBURSED BY MEDICARE BASED ON THEIR FEE SCHEDULE. CHRISTUS HEALTH DBA US FAMILY HEALTH PLAN ALSO PROVIDES THE UNIFORM MEDICAL BENEFIT FOR APPROXIMATELY 15,000 MILITARY FAMILY MEMBERS UNDER CONTRACT WITH THE DOD. UNDER THIS PROGRAM, COMPREHENSIVE MEDICAL SERVICES ARE PROVIDED TO FAMILIES OF ACTIVE DUTY MILITARY PERSONNEL AND TO RETIREES AND THEIR FAMILIES IN ALL AGE CATEGORIES INCLUDING THOSE OVER AGE 65. CHRISTUS HEALTH ALSO PARTICIPATES IN THE TRICARE STANDARD PROGRAM, AND MANY OF OUR HOSPITALS CONTRACT WITH THE MANAGED CARE SUPPORT CONTRACTOR FOR THE SOUTH REGION TO PROVIDE SERVICES UNDER THE PROVISION OF TRICARE PRIME.
Form 990, Part III, Line 4c PROGRAM SERVICE DESCRIPTION COMMUNITY SERVICES - POOR AND UNDERSERVED ROOTED IN OUR MISSION AND TRADITION, THE FOUNDERS AND SPONSORS OF CHRISTUS HEALTH AND THOSE WHO CO-MINISTER WITH THEM SEEK NEW AND INNOVATIVE WAYS OF DELIVERING QUALITY 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 FOR CHILDREN AND SENIORS, MEALS ON WHEELS, TRANSPORTATION SERVICES, HOME REPAIR PROJECTS AND A VARIETY OF OTHER SOCIAL SERVICES. SOME EXAMPLES OF CHRISTUS HEALTH COMMUNITY BENEFITS ACCOUNTED FOR UNDER COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED INCLUDE THE CHRISTUS COMMUNITY DIRECT INVESTMENT PROGRAM (CDI) AND THE CHRISTUS FUND. THE CHRISTUS BOARD OF DIRECTORS APPROVED THE FUNDING OF A CDI LOAN PROGRAM TO ENSURE THAT THE WORK OF SOCIAL ACCOUNTABILITY AND MORAL AND ETHICAL STEWARDSHIP CONTINUES IN SPITE OF CHALLENGING FISCAL CONDITIONS FACED BY LOCAL OPERATING ENTITIES. THE PURPOSE OF THE CDI PROGRAM IS TO SUPPORT COMMUNITY-DRIVEN INITIATIVES PRIMARILY FOR AFFORDABLE HOUSING AND ECONOMIC DEVELOPMENT BY PROVIDING FINANCING AT BELOW-MARKET INTEREST RATES TO NOT-FOR-PROFIT ORGANIZATIONS AT TERMS NOT EXCEEDING MORE THAN FIVE YEARS. THE INCOME THAT WOULD HAVE BEEN EARNED AT THE MARKET RATE LESS OUR LOAN RATE (FOREGONE INCOME) IS CONSIDERED A COMMUNITY BENEFIT FOR REPORTING PURPOSES. THE TOTAL FOREGONE INTEREST REPORTED AS COMMUNITY BENEFIT FOR FY2023 WAS $0. THE COST OF THESE INVESTMENTS IS NOT INCLUDED IN THE PROGRAM SERVICE EXPENSES. THESE LOANS ARE PROVIDED TO OTHER NON-PROFIT ORGANIZATIONS. CHRISTUS HEALTH ESTABLISHED THE CHRISTUS FUND TO ADDRESS PREVENTION AND WELLNESS STRATEGIES FOR THE UNINSURED AND UNDERINSURED BY PROVIDING 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 HEALTH COMMUNITY. WE BELIEVE THAT BY WORKING TOGETHER, WE CAN MAKE A PROFOUND DIFFERENCE IN THE QUALITY OF PEOPLE'S LIVES AND CREATE SUSTAINABLE HEALTH IMPROVEMENTS IN OUR COMMUNITIES. DURING FY24, $3,350,000 OF GRANT FUNDS WERE DISTRIBUTED FROM THE CHRISTUS FUND.
Form 990, Part III, Line 4d PROGRAM SERVICE DESCRIPTION COMMUNITY SERVICES FOR THE BROADER COMMUNITY THE GREATEST SHARE OF THESE EXPENSES IS FOR EDUCATING HEALTH PROFESSIONALS. HELPING TO PREPARE FUTURE HEALTH CARE PROFESSIONALS IS A DISTINGUISHING CHARACTERISTIC OF NOT-FOR-PROFIT HEALTH CARE AND CONSTITUTES A SIGNIFICANT COMMUNITY BENEFIT. CHRISTUS HEALTH ALSO USED CASH DONATIONS AS A VEHICLE TO HELP OUR COMMUNITIES. WE MADE CASH DONATIONS IN ADDITION TO GRANTS AWARDED THROUGH THE CHRISTUS FUND TO SUPPORT CAUSES LIKE THE FIGHT AGAINST CANCER, PROVISION OF A CONTINUUM OF CARE FOR THE ELDERLY AND THOSE WITH HIV/AIDS, FEDERALLY QUALIFIED HEALTH CENTERS, RURAL HEALTH PROVIDERS ACROSS EAST AND NORTHEAST TEXAS AND FOR MANY OTHER EQUALLY WORTHY PURPOSES. DURING FY23, CHRISTUS HEALTH ADVOCATED FOR IMPROVING PUBLIC POLICIES, WORKING TO ESTABLISH, AND IN SOME INSTANCES AUGMENT, GRASSROOTS ADVOCACY AND GREATER ACCESS TO HEALTH CARE SERVICES FOR THE CONSTITUENTS WE SERVE.
Form 990, Part III, Line 4d Description of other program services (Expenses $ 64,453 including grants of $ 7,824,060)(Revenue $ 0) Other program services
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 THEIR INCLUSION IN THE IRS GROUP RULING WITH THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS, WHICH COVERS THE ORGANIZATION LISTED IN THE ANNUAL OFFICIAL CATHOLIC DIRECTORY. CHRISTUS HEALTH'S WEBSITE DISPLAYS THE IRS GROUP RULING AND RELEVANT ANNUAL OFFICIAL CATHOLIC DIRECTORY PAGES FOR THE ORGANIZATIONS RELATED TO CHRISTUS HEALTH. FORMS 990 AND 990-T ARE MADE AVAILABLE UPON REQUEST.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons OFFICERS ERNIE SADAU AND RANDY SAFADY - Business relationship
Form 990, Part VI, Line 6 Classes of members or stockholders THE MEMBERS OF CHRISTUS HEALTH ARE TWO SISTERS OF EACH OF THE FOUNDING SPONSORING CORPORATIONS, CONGREGATION OF THE SISTERS OF CHARITY OF THE INCARNATE WORD, SAN ANTONIO, THE CONGREGATION OF THE SISTERS OF CHARITY OF INCARNATE WORD, HOUSTON, AND ONE SISTER OF THE SISTERS OF THE HOLY FAMILY OF NAZARETH.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE MEMBERS HOLD THE AUTHORITY TO APPOINT AND REMOVE, WITH OR WITHOUT CAUSE, THE DIRECTORS OF THE CORPORATION (OTHER THAN THE FOUNDING SPONSORING CONGREGATION DIRECTORS), WITH OR WITHOUT PRIOR ACTION OR RECOMMENDATION OF THE BOARD OF DIRECTORS OR THE NOMINATING COMMITTEE OF THE CORPORATION.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE MEMBERS HOLD THE AUTHORITY TO: APPROVE ANY AFFILIATION OR TRANSACTION THE RESULT OF WHICH WILL BE TO ADD A SPONSORING CONGREGATION, WITH OR WITHOUT PRIOR ACTION OR RECOMMENDATION OF THE BOARD OF DIRECTORS OF THE CORPORATION; TO APPROVE ANY AFFILIATION OR TRANSACTION THE RESULT OF WHICH WILL BE TO ADD AN OTHER-THAN CATHOLIC AFFILIATED ENTITY TO THE SYSTEM, WITH OR WITHOUT PRIOR ACTION OR RECOMMENDATION OF THE BOARD OF DIRECTORS OF THE CORPORATION; TO ADOPT, APPROVE AND INTERPRET THE PHILOSOPHY, MISSION AND VISION OF THE CORPORATION, AS WELL AS ANY CHANGES THERETO, WITH OR WITHOUT PRIOR ACTION OR RECOMMENDATION OF THE BOARD OF DIRECTORS OF THE CORPORATION; TO ADOPT AND APPROVE ANY AMENDMENTS, MODIFICATIONS OR RESTATEMENTS OF THE CERTIFICATE OF FORMATION OR BYLAWS OF CORPORATION, WITH OR WITHOUT PRIOR ACTION OR RECOMMENDATION OF THE BOARD OF DIRECTORS OF THE CORPORATION; TO APPOINT AND REMOVE, WITH OR WITHOUT CAUSE, THE CHAIRPERSON OF THE BOARD OF DIRECTORS OF THE CORPORATION; TO APPOINT AND REMOVE, WITH OR WITHOUT CAUSE, THE PRESIDENT OF THE CORPORATION AFTER CONSULTATION WITH THE BOARD OF DIRECTORS OF THE CORPORATION; TO APPROVE THE SALE, LEASE, MORTGAGE, TRANSFER OR ENCUMBRANCE OF REAL PROPERTY OF THE CORPORATION OR ANY SYSTEM ENTITY WHEN THE AMOUNT INVOLVED IS IN EXCESS OF A THRESHOLD DOLLAR AMOUNT AS REQUIRED BY CANON LAW, SUBJECT TO ANY REQUIRED CANONICAL APPROVAL OF THE ORGANIZATIONS CANONICALLY ACCOUNTABLE UNDER THE ROMAN CATHOLIC CHURCH FOR SUCH REAL PROPERTY, WITH OR WITHOUT PRIOR ACTION OR RECOMMENDATION OF THE BOARD OF DIRECTORS OF THE CORPORATION; TO APPROVE THE THRESHOLD AGGREGATE AMOUNT OF DEBT TO BE INCURRED BY THE SYSTEM AND ANY INCURRENCE OF DEBT THE EFFECT OF WHICH WOULD BE TO EXCEED SUCH THRESHOLD AGGREGATE AMOUNT, WITH OR WITHOUT PRIOR ACTIONS OR RECOMMENDATION OF THE BOARD OF DIRECTORS OF THE CORPORATION; TO APPROVE ANY MERGER, CONSOLIDATION, ACQUISITION, LIQUIDATION OR DISSOLUTION OF THE CORPORATION, WITH OR WITHOUT PRIOR ACTION OR RECOMMENDATION OF THE BOARD OF DIRECTORS OF THE CORPORATION; TO APPROVE ANY MERGER, CONSOLIDATION, ACQUISITION, LIQUIDATION OR DISSOLUTION OF ANY SYSTEM ENTITY THAT OWNS DESIGNATED MINISTRY PROPERTY, WITH OR WITHOUT PRIOR ACTION OR RECOMMENDATION OF THE BOARD OF DIRECTORS OF THE CORPORATION; AND TO APPROVE ANY COURSE OF ACTION PROPOSED BY A SYSTEM ENTITY, WITH OR WITHOUT PRIOR ACTION OR RECOMMENDATION OF THE BOARD OF DIRECTORS OF THE CORPORATION, THE EFFECT OF WHICH WOULD BE TO CHANGE (A) OWNERSHIP, MANAGEMENT OR CONTROL OF DESIGNATED MINISTRY PROPERTY, (B) THE FUNDAMENTAL USE OF DESIGNATED MINISTRY PROPERTY, OR (C) ELIMINATE CERTAIN TYPES OF SERVICES PROVIDED IN CONNECTION WITH 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 VIEW. REVIEW OF THE FINAL FORM 990 OCCURS PRIOR TO FILING WITH THE IRS IN THE SPRING OF 2025 VIA EITHER MEETING, CONFERENCE CALL, OR 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 A CONFLICT OF INTEREST QUESTIONNAIRE WAS DISTRIBUTED TO THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES DURING THE FISCAL YEAR. THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT THOROUGHLY REVIEWS ALL COMPLETED AND EXECUTED CONFLICT OF INTEREST QUESTIONNAIRE FORMS TO ENSURE ACCURACY AND THAT NO POTENTIAL OR IDENTIFIED CONFLICT IS DISCLOSED OR EXISTS.
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. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF INDIVIDUALS WHO HAVE NO CONFLICT OF INTEREST WITH THE COMPENSATION ARRANGEMENTS AT HAND. CHRISTUS HEALTH CEO'S COMPENSATION IS SUBJECT TO APPROVAL BY THE CHRISTUS HEALTH BOARD, AFTER DISCUSSION BY THE EXECUTIVE COMPENSATION COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE OF THE CHRISTUS HEALTH BOARD SELECTS AN INDEPENDENT EXTERNAL FIRM TO PERFORM AN INDEPENDENT COMPENSATION REVIEW, TO ENSURE THAT ALL COMPENSATION IS REASONABLE AND COMPARABLE TO OTHER SIMILARLY SITUATED ORGANIZATIONS, FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS, AND TO PROVIDE SUPPORTING INFORMATION OF COMPENSATION DECISIONS.
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. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF INDIVIDUALS WHO HAVE NO CONFLICT OF INTEREST WITH THE COMPENSATION ARRANGEMENTS AT HAND. CHRISTUS HEALTH CEO'S COMPENSATION IS SUBJECT TO APPROVAL BY THE CHRISTUS HEALTH BOARD, AFTER DISCUSSION BY THE EXECUTIVE COMPENSATION COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE OF THE CHRISTUS HEALTH BOARD SELECTS AN INDEPENDENT EXTERNAL FIRM TO PERFORM AN INDEPENDENT COMPENSATION REVIEW, TO ENSURE THAT ALL COMPENSATION IS REASONABLE AND COMPARABLE TO OTHER SIMILARLY SITUATED ORGANIZATIONS, FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS, AND TO PROVIDE SUPPORTING INFORMATION OF COMPENSATION DECISIONS.
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 GRANT REVENUE - Total Revenue: 9413568, Related or Exempt Function Revenue: 9413568, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; SERVICE FEE - Total Revenue: 5768712, Related or Exempt Function Revenue: 5768712, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Business Interruption Revenue - Total Revenue: 18065374, Related or Exempt Function Revenue: 18065374, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; TLRA Collection Revenue - Total Revenue: 17670443, Related or Exempt Function Revenue: 17670443, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Interco Revenue - Total Revenue: 9367739, Related or Exempt Function Revenue: 9367739, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Loss Contingency Reserve Revenue - Total Revenue: 7221502, Related or Exempt Function Revenue: 7221502, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Non-Control. Int. Revenue - Total Revenue: 1951050, Related or Exempt Function Revenue: 1951050, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Purchase Discounts Revenue - Total Revenue: 208412, Related or Exempt Function Revenue: 208412, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Print Shop Revenues - Total Revenue: 161322, Related or Exempt Function Revenue: 161322, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Parking Revenues - Total Revenue: 12294, Related or Exempt Function Revenue: 12294, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Food Service Revenue - Total Revenue: 10207, Related or Exempt Function Revenue: 10207, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part IX, Line 11g Other Fees collection fees - Total Expense: 12689258, Program Service Expense: 12689258, Management and General Expenses: , Fundraising Expenses: ; subscription fees - Total Expense: 54181034, Program Service Expense: 46056487, Management and General Expenses: 8124547, Fundraising Expenses: ; marketing & consulting - Total Expense: 60819722, Program Service Expense: 20781988, Management and General Expenses: 39571488, Fundraising Expenses: 466246; professional fees - Total Expense: 551580, Program Service Expense: , Management and General Expenses: 551580, Fundraising Expenses: ; line of credit fees - Total Expense: 2727047, Program Service Expense: , Management and General Expenses: 2727047, Fundraising Expenses: ; other fees - Total Expense: 8058489, Program Service Expense: 4551544, Management and General Expenses: 3506945, Fundraising Expenses: ; charge out fees - Total Expense: 1344521, Program Service Expense: 1344521, Management and General Expenses: , Fundraising Expenses: ; medical service - Total Expense: 2633964, Program Service Expense: 322018, Management and General Expenses: 2311946, Fundraising Expenses: ; r&m - Total Expense: 94881075, Program Service Expense: 93710184, Management and General Expenses: 1170891, Fundraising Expenses: ; capitation exp - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, 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-INTEREST BEARING & SAVINGS & TEMPORARY CASH INVESTMENTS 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 - -XXX-XX-XXXX; CHANGE IN PENSION LIABILITIES - 51506485; CHANGE IN NET ASSETS ATTRIBUTABLE TO NON CONTROLLING INTEREST - -1951050; CHANGE IN RESTRICTED NET ASSETS - -5761; OTHER TAX ADJUSTMENTS - -5731143; RECLASS FOR GAAP FOR DONATIONS/GRANTS TO UNRNA - 52516965; RESTRICTED CONTRIBUTIONS - 12043; ROUNDING - 2;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v6.0
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Christus Health
 
Employer identification number

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

(1) CHRISTUS ARK-LA-TEX QUALITY CARE ALLIANCE LLC
5101 N OCONNOR BLVD
IRVING,TX75039
47-4599144
ACO TX 0 0 CH
 
(2) CHRISTUS HEALTH QUALITY CARE ALLIANCE LLC
5101 N OCONNOR BLVD
IRVING,TX75039
47-4607533
ACO TX 0 0 CH
 
(3) CHRISTUS LOUISIANA ACO LLC
5101 N OCONNOR BLVD
IRVING,TX75039
47-4592015
ACO LA 0 0 CH
 
(4) CHRISTUS NETWORKS LLC
5101 N OCONNOR BLVD
IRVING,TX75039
85-0760673
HOLDING COMPANY TX 0 0 CH
 
(5) CHRISTUS PHO AND AFFILIATED NETWORKS LLC
5101 N OCONNOR BLVD
IRVING,TX75039
76-0590551
HOLDING COMPANY TX 0 0 CH
 
(6) CHRISTUS SANTA ROSA QUALITY CARE ALLIANCE LLC
5101 N OCONNOR BLVD
IRVING,TX75039
47-4580155
ACO TX 0 0 CH
 
(7) NORTHERN NEW MEXICO ACO LLC
5101 N OCONNOR BLVD
IRVING,TX75039
76-0590551
ACO TX 0 0 CH
 
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)ALIGNED PROVIDERS OF EAST TEXAS
1315 DOCTORS DRIVE

TYLER,TX75701
46-5720165
HEALTHCARE SERVICES TX 501(c)(3) 3 MFH REG
 
Yes
 
(2)CH WILKINSON PHYSICIAN NETWORK
1700 WEST LOOP SOUTH STE 400B

HOUSTON,TX77027
76-0422435
HEALTHCARE SERVICES TX 501(c)(3) Type I CH
 
Yes
 
(3)CHAMPION EMS
2201 S MOBBERLY AVE

LONGVIEW,TX75602
75-2747708
HEALTHCARE SERVICES TX 501(c)(3) 10 MFH REG
 
Yes
 
(4)CHRISTUS CONNECTED CARE NETWORK
5101 N OCONNOR BLVD

IRVING,TX75039
47-3403356
SUPP HEALTHCARE SERVICES TX 501(c)(4)   CH
 
Yes
 
(5)CHRISTUS CONTINUING CARE
1700 W LOOP SOUTH SUITE 1100

HOUSTON,TX77027
74-2898615
HEALTHCARE SERVICES TX 501(c)(3) 3 CH
 
Yes
 
(6)CHRISTUS FOUNDATION FOR HEALTHCARE
PO BOX 1919

HOUSTON,TX77251
74-6074210
SUPP HEALTHCARE SERVICES TX 501(c)(3) 7 CH
 
Yes
 
(7)CHRISTUS FOUNDATION SHREVEPORT-BOSSIER
ONE ST MARY PLACE

SHREVEPORT,LA71101
72-1219280
SUPP HEALTHCARE SERVICES LA 501(c)(3) 7 NOLA
 
Yes
 
(8)CHRISTUS GOOD SHEPHERD MEDICAL CENTER
811 SOUTH WASHINGTON AVE

MARSHALL,TX75670
75-0974351
HEALTHCARE SERVICES TX 501(c)(3) 3 NETXNL
 
Yes
 
(9)CHRISTUS HEALTH ARK-LA-TEX
2600 ST MICHAEL DRIVE

TEXARKANA,TX75503
75-2796815
HEALTHCARE SERVICES TX 501(c)(3) Type II NETXNL
 
Yes
 
(10)CHRISTUS HEALTH CENTRAL LOUISIANA
3330 MASONIC DRIVE

ALEXANDRIA,LA71301
72-0408984
HEALTHCARE SERVICES LA 501(c)(3) 3 CH
 
Yes
 
(11)CHRISTUS HEALTH FDN OF SOUTHEAST TX
2830 CALDER

BEAUMONT,TX77702
76-0136274
SUPP HEALTHCARE SERVICES TX 501(c)(3) Type I SETX
 
Yes
 
(12)CHRISTUS HEALTH FOUNDATION
5101 N OCONNOR BLVD

IRVING,TX75039
61-1500100
SUPP HEALTHCARE SERVICES TX 501(c)(3) Type I CH
 
Yes
 
(13)CHRISTUS HEALTH GULF COAST
PO BOX 922037

HOUSTON,TX77292
76-0591592
HEALTHCARE SERVICES TX 501(c)(3) 7 CH
 
Yes
 
(14)CHRISTUS HEALTH INTERNATIONAL
5101 N OCONNOR BLVD

IRVING,TX75039
46-2811167
SUPP HEALTHCARE SERVICES TX 501(c)(3) Type I CH STRA GRTH
 
Yes
 
(15)CHRISTUS HEALTH LATIN AMERICA
5101 N OCONNOR BLVD

IRVING,TX75039
46-2816604
SUPP HEALTHCARE SERVICES TX 501(c)(3) Type I CH STRA GRTH
 
Yes
 
(16)CHRISTUS HEALTH NORTHERN LOUISIANA
ONE SAINT MARY PLACE

SHREVEPORT,LA75039
72-0408982
HEALTHCARE SERVICES LA 501(c)(3) 3 NETXNL
 
Yes
 
(17)CHRISTUS HEALTH PLAN
5101 N OCONNOR BLVD

IRVING,TX75039
45-2106295
HEALTH PLAN TX 501(c)(4)   CH
 
Yes
 
(18)CHRISTUS HEALTH PLAN LOUISIANA
5101 N OCONNOR BLVD

IRVING,TX75039
46-4617988
MEDICAID HMO LA 501(c)(4)   CH
 
Yes
 
(19)CHRISTUS HEALTH SOUTHEAST TEXAS
2830 CALDER STREET

BEAUMONT,TX77726
76-0591590
HEALTHCARE SERVICES TX 501(c)(3) 3 CH
 
Yes
 
(20)CHRISTUS HEALTH SOUTHWESTERN LOUISIANA
524 DR MICHAEL DEBAKEY DR

LAKE CHARLES,LA70601
72-0411322
HEALTHCARE SERVICES LA 501(c)(3) 3 CH
 
Yes
 
(21)CHRISTUS HEALTH STRATEGIC GROWTH
5101 N OCONNOR BLVD

IRVING,TX75039
46-2798043
SUPP HEALTHCARE SERVICES TX 501(c)(3) Type I CH
 
Yes
 
(22)CHRISTUS HOPKINS HEALTH ALLIANCE
115 AIRPORT RD

SULPHUR SPRINGS,TX75482
81-1708177
HEALTHCARE SERVICES TX 501(c)(3) 3 NETXNL
 
Yes
 
(23)CHRISTUS NORTHEAST TEXAS AND NORTHERN LOUISIANA HEALTH SYSTEM CORPORATION
1315 DOCTORS DRIVE

TYLER,TX75701
75-2616975
HEALTHCARE SERVICES TX 501(c)(3) Type II CH
 
Yes
 
(24)CHRISTUS PEDIATRIC PHYSICIAN GROUP
5101 N OCONNOR BLVD

IRVING,TX75039
46-5203505
HEALTHCARE SERVICES TX 501(c)(3) 3 CH
 
Yes
 
(25)CHRISTUS SANTA ROSA FAMILY HEALTH CENTER
333 N SANTA ROSA STREET

SAN ANTONIO,TX78207
74-2806531
HEALTHCARE SERVICES TX 501(c)(3) 10 CSRHCC
 
Yes
 
(26)CHRISTUS SANTA ROSA HEALTH CARE CORPORATION
333 N SANTA ROSA STREET

SAN ANTONIO,TX78207
74-1109665
HEALTHCARE SERVICES TX 501(c)(3) 3 CH
 
Yes
 
(27)CHRISTUS SANTA ROSA MED CTR AUXILIARY
2827 BABCOCK ROAD

SAN ANTONIO,TX78229
73-1655493
SUPP HEALTHCARE SERVICES TX 501(c)(3) 10 CSRHCC
 
Yes
 
(28)CHRISTUS SANTA ROSA-SAN MARCOS FOUNDATION
PO Box 912

SAN MARCOS,TX78667
74-2259907
SUPPORT TX 501(c)(3) 7 SRHCC
 
Yes
 
(29)CHRISTUS SPOHN HEALTH SYSTEM CORPORATION
600 ELIZABETH STREET

CORPUS CHRISTI,TX78404
74-1109836
HEALTHCARE SERVICES TX 501(c)(3) 3 CH
 
Yes
 
(30)CHRISTUS SPOHN HTH SYSTEM DEVELOPMENT FOUNDATION
600 ELIZABETH STREET

CORPUS CHRISTI,TX78404
74-1906005
SUPP HEALTHCARE SERVICES TX 501(c)(3) 7 SPOHN HS
 
Yes
 
(31)CHRISTUS ST FRANCES CABRINI HOSPITAL AUXILIARY INC
3330 MASONIC DRIVE

ALEXANDRIA,LA71301
23-7255175
SUPP HEALTHCARE SERVICES LA 501(c)(3) 10 CHCL
 
Yes
 
(32)CHRISTUS ST MICHAEL FOUNDATION
2600 ST MICHAEL DRIVE

TEXARKANA,TX75503
47-1655865
SUPP HEALTHCARE SERVICES TX 501(c)(3) 7 ALT
 
Yes
 
(33)CHRISTUS ST PATRICK FOUNDATION
524 DR MICHAEL DEBAKEY DR

LAKE CHARLES,LA70601
47-1496376
SUPP HEALTHCARE SERVICES LA 501(c)(3) 7 SWLA
 
Yes
 
(34)CHRISTUS TRINITY CLINIC
1315 DOCTORS DRIVE

TYLER,TX75701
75-2616977
HEALTHCARE SERVICES TX 501(c)(3) 3 CH
 
Yes
 
(35)CHRISTUS-TRINITY MOTHER FRANCES FOUNDATION
1315 DOCTORS DRIVE

TYLER,TX75701
75-2028241
SUPPORT TX 501(c)(3) Type I NETXNL
 
Yes
 
(36)FRIENDS OF SANTA ROSA FOUNDATION
333 N SANTA ROSA STREET

SAN ANTONIO,TX78207
74-2723391
SUPP HEALTHCARE SERVICES TX 501(c)(3) Type I CSRHCC
 
Yes
 
(37)GOOD SHEPHERD FOUNDATION INC
700 E MARSHALL AVE

LONGVIEW,TX75601
75-2056700
SUPPORT TX 501(c)(3) Type I GSMC
 
Yes
 
(38)GOOD SHEPHERD HOSPITAL AUXILIARY
700 E MARSHALL AVE

LONGVIEW,TX75601
23-7203364
SUPPORT TX 501(c)(3) 10 GSH INC
 
Yes
 
(39)GOOD SHEPHERD MED CENTER - LINDEN INC
700 E MARSHALL AVE

LONGVIEW,TX75601
01-0829282
HEALTHCARE SERVICES TX 501(c)(3) 3 GSMC
 
Yes
 
(40)GOOD SHEPHERD MEDICAL CENTER - LINDEN FOUNDATION INC
404 N KAUFMAN

LINDEN,TX75563
20-0845127
SUPPORT TX 501(c)(3) Type I GSMC
 
Yes
 
(41)GSHS ADMINISTRATIVE SERVICES ORG INC
700 E MARSHALL AVE

LONGVIEW,TX75601
86-1132471
ADMIN SUPPORT TX 501(c)(3) Type I GSMC
 
Yes
 
(42)HOPKINS CTY PHYSICIAN SERVICES
115 AIRPORT RD

SULPHUR SPRINGS,TX75482
26-0637742
CLINIC TX 501(c)(3) 3 CHHA
 
Yes
 
(43)MARSHALL HOSPITAL FOUNDATION INC
811 SOUTH WASHINGTON AVE

MARSHALL,TX75670
75-2605699
HEALTHCARE SERVICES TX 501(c)(3) 7 GSMC
 
Yes
 
(44)MOTHER FRANCES HOSPITAL - JACKSONVILLE
1315 DOCTORS DRIVE

TYLER,TX75701
75-1976930
HOSPITAL TX 501(c)(3) 3 NETXNL
 
Yes
 
(45)MOTHER FRANCES HOSPITAL - WINNSBORO
1315 DOCTORS DRIVE

TYLER,TX75701
75-2771569
HOSPITAL TX 501(c)(3) 3 NETXNL
 
Yes
 
(46)MOTHER FRANCES HOSPITAL REGIONAL HEALTH CARE CENTER
1315 DOCTORS DRIVE

TYLER,TX75701
75-0818167
HOSPITAL TX 501(c)(3) 3 NETXNL
 
Yes
 
(47)OTERO COUNTY HOSPITAL ASSOCIATION
2669 SCENIC DRIVE

ALAMOGORDO,NM88311
85-0138775
HOSPITAL NM 501(c)(3) 3 CH
 
Yes
 
(48)REGIONAL MEDICAL SERVICES ASSOCIATION
1315 DOCTORS DRIVE

TYLER,TX75701
75-2511459
HEALTHCARE SERVICES TX 501(c)(3) 3 CTC
 
Yes
 
(49)SPECIALTY PHYSICIANS OF CENTRAL TEXAS
1301 WONDER WORLD DRIVE

SAN MARCOS,TX78666
20-8814408
HEALTHCARE SERVICES TX 501(c)(3) 3 CTC
 
Yes
 
(50)ST FRANCES CABRINI HOSPITAL FOUNDATION OF ALEXANDRIA
3330 MASONIC DRIVE

ALEXANDRIA,LA71301
72-0998302
SUPP HEALTHCARE SERVICES LA 501(c)(3) 7 CHCL
 
Yes
 
(51)ST VINCENT HOSPITAL
PO BOX 2107

SANTA FE,NM87504
85-0106941
HOSPITAL NM 501(c)(3) 3 CH
 
Yes
 
(52)ST VINCENT HOSPITAL FOUNDATION
455 ST MICHAELS DRIVE

SANTA FE,NM87505
85-0282847
FUNDRAISING ACTIVITIES NM 501(c)(3) Type I SVH
 
Yes
 
(53)THE GOOD SHEPHERD HOSPITAL INC
700 E MARSHALL AVE

LONGVIEW,TX75601
75-1041154
HEALTHCARE SERVICES TX 501(c)(3) 3 GSMC
 
Yes
 
(54)TRINCARE INC
1315 DOCTORS DRIVE

TYLER,TX75701
75-2161369
HEALTHCARE SERVICES TX 501(c)(3) 10 CCC
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No
(1) CENTRAL LOUISIANA SURGICAL HOSPITAL LLC

651 NORTH BOLTON AVE
ALEXANDRIA,LA71301
26-4732398
SURGICAL CENTER LA NA
 
                 
(2) CHRISTUS SURGERY CENTER - VILLAGES LLC

1453 E BERT KOUNS
SHREVEPORT,LA71108
84-4975265
SURGICAL CENTER LA NA
 
                 
(3) CHRISTUS AMBULATORY SURGERY CENTER AT OLYMPIA HILLS LLC

13525 CENTERBROOK 100
UNIVERSAL CITY,TX78148
38-4092858
SURGICAL CENTER TX NA
 
                 
(4) CHRISTUS CENTER FOR SPECIAL SURGERY

14603 HUEBNER RD
SAN ANTONIO,TX78240
99-0686547
SURGICAL CENTER TX NA
 
                 
(5) CHRISTUS SURGERY CENTER - WESTOVER HILLS LLC

1927 ROGERS RD
SAN ANTONIO,TX78251
85-1975909
SURGICAL CENTER TX NA
 
                 
(6) NEW BRAUNFELS SURGICAL CENTER LLC

333 N SANTA ROSA ST
SAN ANTONIO,TX78207
81-0571408
HEALTHCARE SERVICES TX NA
 
                 
(7) CHRISTUS SANTA ROSA AMBULATORY SURGERY CENTERS SAN ANTONIO LLC

333 N SANTA ROSA ST
SAN ANTONIO,TX78207
41-2092141
HEALTHCARE SERVICES TX NA
 
                 
(8) CHRISTUS SANTA ROSA OUTPATIENT SURGERY NEW BRAUNFELS LP

333 N SANTA ROSA ST
SAN ANTONIO,TX78207
81-0571409
HEALTHCARE SERVICES TX NA
 
                 
(9) GOOD SHEPHERD NORTH PARK LP

700 E MARSHALL AVE
LONGVIEW,TX75601
46-4834106
HEALTHCARE SERVICES TX NA
 
                 
(10) GOOD SHEPHERD AMBULATORY SURGICAL LTD

700 E MARSHALL AVE
LONGVIEW,TX75601
99-9999999
HEALTHCARE SERVICES TX NA
 
                 
(11) GSHS CUSTOMER SERVICE BUILDING I LTD

700 E MARSHALL AVE
LONGVIEW,TX75601
02-0636726
CUSTOMER SERVICES TX NA
 
                 
(12) ST ELIZABETH REHAB PARTNERS LLP

2830 CALDER STREET
BEAUMONT,TX77702
20-5657181
HEALTHCARE SERVICES TX NA
 
                 
(13) NORTHERN LOUISIANA CARDIAC SERVICES LLC

1751 IMPERIAL BLVD
LAKE CHARLES,LA70605
81-3198914
SURGICAL CENTER LA NA
 
                 
(14) SOUTH RYAN MRI LLC

650 DR MICHAEL DEBAKEY DRIVE
LAKE CHARLES,LA70601
74-3103662
IMAGING SERVICES LA NA
 
                 
(15) ALAMOGORDO IMAGING CENTER LLC

2669 SCENIC DRIVE
ALAMOGORDO,NM88311
20-1451281
IMAGING SERVICES NM NA
 
                 
(16) ALAMOGORDO SURGERY VENTURE LLC

2669 SCENIC DRIVE
ALAMOGORDO,NM88311
06-1791828
HEALTHCARE SERVICES NM NA
 
                 
(17) CHAMPION HEALTH CARE LLC

2669 SCENIC DRIVE
ALAMOGORDO,NM88311
85-0860214
HEALTHCARE SERVICES NM NA
 
                 
(18) GERALD CHAMPION-SIERRA PROVIDENCE CARDIAC CATH LAB LLC

2669 SCENIC DRIVE
ALAMOGORDO,NM88311
61-1753921
HEALTHCARE SERVICES NM NA
 
                 
(19) WHITE SANDS HEALTH CARE SYSTEMS LLC

2669 SCENIC DRIVE
ALAMOGORDO,NM88311
85-0438529
HEALTHCARE SERVICES NM NA
 
                 
(20) SANTA FE IMAGING LLC

1640 HOSPITAL DR
SANTA FE,NM87505
85-0465936
IMAGING CENTER NM NA
 
                 
(21) SANTA FE MEDICAL PROPERTIES LLC

455 SAINT MICHAELS DR
SANTA FE,NM87505
20-1480795
LEASING NM NA
 
                 
(22) IMPERIAL CALCASIEU SURGICAL CENTER LLC

1757 IMPERIAL RD
LAKE CHARLES,LA70605
20-5109610
ASC LA NA
 
                 
(23) GSHS CUSTOMER SERVICE BUILDING LLC

700 E MARSHALL AVE
LONGVIEW,TX75601
71-0896055
CUSTOMER SERVICES TX NA
 
                 
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) CHRISTUS TEXARKANA UNIT OWNERS ASSOCIATION

2600 ST MICHAEL DRIVE
TEXARKANA,TX75503
47-2486362
BUILDING ASSOCIATION TX NA
 
C Corporation       Yes  
(2) CHRISTUS AMBULATORY SERVICES HOLDINGS

5101 N OCONNOR BLVD
IRVING,TX75039
47-2897722
HEALTHCARE SERVICES TX NA
 
C Corporation       Yes  
(3) DEDICATED SYSTEM SUPPORT INC

5101 N OCONNOR BLVD
IRVING,TX75039
81-0861043
MANAGEMENT SERVICES TX NA
 
C Corporation       Yes  
(4) SAN MARCOS REGIONAL MRI

1301 WONDER WORLD DRIVE
SAN MARCOS,TX78666
77-0597968
HEALTHCARE SERVICES TX NA
 
C Corporation       Yes  
(5) CHRISTUS LOUISIANA QUALITY ALLIANCE

5101 N OCONNOR BLVD
IRVING,TX75039
47-4618648
ACO LA CH
 
C Corporation 0 148,247 100 % Yes  
(6) CHRISTUS MUGUERZA SAPI DE CV

HIDALGO PTE 2525 G40G0
  OBISPADO MONTERRE  
MX
HEALTHCARE SERVICES MX CH
 
C Corporation 28,035,530 482,187,521 91.47 % Yes  
(7) EMERALD ASSURANCE CAYMAN LTD

PO BOX 1051
  GRAND CAYMANKY11102
CJ
98-0407545
INSURANCE CJ CH
 
C Corporation 90,160,565 249,587,457 100 % Yes  
(8) ARK-LA-TEX HEALTH NETWORK

PO BOX 2911
TEXARKANA,TX75504
75-2562459
HEALTHCARE SERVICES TX NA
 
C Corporation       Yes  
(9) CHRISTUS CHILE SPA

MIRAFLORES 222 28TH FLOOR
  SANTIAGO8320198
CI
INVESTING CI NA
 
C Corporation       Yes  
(10) CHRISTUS SOUTHEAST TEXAS PHO

3010 HARRISON STREET SUITE 202
BEAUMONT,TX77702
76-0429902
MEDICAL SERVICES TX NA
 
C Corporation       Yes  
(11) HEALTH VENTURES OF SOUTHEAST TEXAS INC

3000 GATES BLVD
PORT ARTHUR,TX77640
76-0397263
BUILDING RENT TX NA
 
C Corporation       Yes  
(12) AMATISTA FINANCING COMPANY LTD

3RD FL1ST CARIBBEAN HOUSE
  GEORGETOWNKY11104
CJ
FINANCING CJ NA
 
C Corporation       Yes  
(13) OCCUPATIONAL HEALTH SERVICES INC

524 DR MICHAEL DEBAKEY DRIVE
LAKE CHARLES,LA70601
72-1217389
MEDICAL SERVICES LA NA
 
C Corporation       Yes  
(14) SOUTH RYAN DEVELOPMENT CORPORATION

524 DR MICHAEL DEBAKEY DRIVE
LAKE CHARLES,LA70601
72-1183790
LEASING BULDINGS LA NA
 
C Corporation       Yes  
(15) SOUTHWESTERN LOUISIANA PHYSICIAN HOSPITAL ORGANIZATION INC

524 DR MICHAEL DEBAKEY DRIVE
LAKE CHARLES,LA70601
72-1274256
HEALTHCARE SERVICES LA NA
 
C Corporation       Yes  
(16) CH COLUMBIA SAS

CL 70 A 4 41
  BOGOTA  
CO
HEALTHCARE SERVICES CO NA
 
C Corporation       Yes  
(17) CLINICA PALMA REAL SAS

CARRERA 28 44 35
  CALI  
CO
HEALTHCARE SERVICES CO NA
 
C Corporation       Yes  
(18) SINERGIA GLOBAL EN SALUD SAS

CARRERA 44 A 9 C 67
  CALI  
CO
HEALTHCARE SERVICES CO NA
 
C Corporation       Yes  
(19) HCMH RETAIL CLINIC

115 AIRPORT RD
SULPHUR SPRINGS,TX75482
47-5417965
HEALTHCARE SERVICES TX NA
 
C Corporation       Yes  
(20) EVANGELINE CLINICAL SERVICES INC

3330 MASONIC DRIVE
ALEXANDIRA,LA71301
46-3977886
HEALTHCARE SERVICES LA NA
 
C Corporation       Yes  
(21) GOOD SHEPHERD HEALTH NETWORK

700 E MARSHALL AVE
LONGVIEW,TX75601
75-2554695
INACTIVE TX NA
 
C Corporation       Yes  
(22) GSHS ENTERPRISES HOLDING INC

700 E MARSHALL AVE
LONGVIEW,TX75601
51-0412465
HOLDING COMPAY DE NA
 
C Corporation       Yes  
(23) GSHS ENTERPRISES OPERATING 1 INC

700 E MARSHALL AVE
LONGVIEW,TX75601
75-2954772
HEALTHCARE SERVICES DE NA
 
C Corporation       Yes  
(24) GSHS ENTERPRISES OPERATING 2 INC

700 E MARSHALL AVE
LONGVIEW,TX75601
75-2954777
HEALTHCARE SERVICES DE NA
 
C Corporation       Yes  
(25) GSHS ENTERPRISES INC

700 E MARSHALL AVE
LONGVIEW,TX75601
75-2027162
HEALTHCARE SERVICES TX NA
 
C Corporation       Yes  
(26) MARSHALL PHYSICIAN HOSPITAL ORGANIZATION INC

700 E MARSHALL AVE
LONGVIEW,TX75601
75-2580689
INACTIVE TX NA
 
C Corporation       Yes  
(27) HEALTHPLAN OF TEXAS INC

1315 DOCTORS DRIVE
TYLER,TX75701
75-2636862
THIRD PARTY ADMINISTRATION TX NA
 
C Corporation       Yes  
(28) THE REGIONAL HEALTHCARE ALLIANCE

1315 DOCTORS DRIVE
TYLER,TX75701
75-2484109
PREFER PROVIDER TX NA
 
C Corporation       Yes  
(29) SCH MANAGEMENT SOLUTIONS INC

ONE ST MARY PLACE
SHREVEPORT,LA71101
72-1270625
MANAGEMENT JOINT VENTURES LA NA
 
C Corporation       Yes  
(30) CENTRAL TEXAS PROVIDERS NETWORK

1301 WONDER WORLD DRIVE
SAN MARCOS,TX78666
74-2827652
PHYSICIAN HOSPITAL TX NA
 
C Corporation       Yes  
(31) LTACH CONDOMINIUM UNIT OWNERS ASSOC

600 ELIZABETH STREET
CORPUS CHRISTI,TX77726
47-2404808
BUILDING ASSOCIATION TX NA
 
C Corporation       Yes  
(32) SPOHN HEALTH NETWORK

600 ELIZABETH STREET
CORPUS CHRISTI,TX78404
74-2616328
HEALTH PLAN TX NA
 
C Corporation       Yes  
(33) SPOHN INVESTMENT CORPORATION

600 ELIZABETH STREET
CORPUS CHRISTI,TX78404
74-2322574
RENTALS TX NA
 
C Corporation       Yes  
(34) CENTRAL TX HEALTHCARE COLLABORATIVE

1301 Wonderland Dr
San Marcos,TX78666
45-3739929
SUPPORT TX NA
 
C Corporation       Yes  
(35) HOSPITAL BUILDING CONDO OWNERS ASSOCIATION INC

5101 N OCONNOR BLVD
IRVING,TX75039
99-9999999
SUPPORT TX NA
 
C Corporation       Yes  
(36) RELIANCE BENEFITS INC

1315 DOCTORS DRIVE
TYLER,TX75701
75-2642104
HEALTHCARE SERVICES TX NA
 
C Corporation       Yes  
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) Central Louisiana Surgical Hospital LLC

Q 304,072 ACCRUAL
(2) CH Chile SpA

A 3,247,777 ACCRUAL
(3) CH Chile SpA

S 3,247,777 ACCRUAL
(4) CH Colombia SAS

A 1,164,527 ACCRUAL
(5) CH Colombia SAS

S 1,164,527 ACCRUAL
(6) CH LATAM HUB Center of Excellence

M 28,317,423 ACCRUAL
(7) CH LATAM HUB Center of Excellence

L 650,371 ACCRUAL
(8) CH Muguerza Sistema Hospitalarios SA de CV

Q 1,287,088 ACCRUAL
(9) CH Wilkinson Physician Network CHRISTUS Physicians Group

Q 124,030 ACCRUAL
(10) CH Wilkinson Physician Network CHRISTUS Physicians Group

A 78,026 ACCRUAL
(11) CH Wilkinson Physician Network CHRISTUS Physicians Group

S 78,026 ACCRUAL
(12) CHRISTUS ArkLaTex Health System

Q 393,388,126 ACCRUAL
(13) CHRISTUS ArkLaTex Health System

P 337,844,634 ACCRUAL
(14) CHRISTUS ArkLaTex Health System

M 818,635 ACCRUAL
(15) CHRISTUS ArkLaTex Health System

L 327,427 ACCRUAL
(16) CHRISTUS ArkLaTex Health System

S 6,063,167 ACCRUAL
(17) CHRISTUS Children's

Q 350,454,593 ACCRUAL
(18) CHRISTUS Children's

P 301,691,020 ACCRUAL
(19) CHRISTUS Children's

M 211,126 ACCRUAL
(20) CHRISTUS Children's

L 285,299 ACCRUAL
(21) CHRISTUS Children's

K 126,289 ACCRUAL
(22) CHRISTUS Children's

S 9,817,758 ACCRUAL
(23) CHRISTUS Children's

A 8,770,513 ACCRUAL
(24) CHRISTUS Connected Care Network

P 105,220 ACCRUAL
(25) CHRISTUS Connected Care Network

Q 274,595 ACCRUAL
(26) CHRISTUS EMS

Q 1,832,136 ACCRUAL
(27) CHRISTUS EMS

P 395,408 ACCRUAL
(28) CHRISTUS Good Shepherd Health System Inc

P 89,431 ACCRUAL
(29) CHRISTUS Good Shepherd Health System Inc

A 89,431 ACCRUAL
(30) CHRISTUS Good Shepherd Health System Inc

K 395,463 ACCRUAL
(31) CHRISTUS Good Shepherd Health System Inc

S 1,008,062 ACCRUAL
(32) CHRISTUS Good Shepherd Medical Center

Q 534,962,361 ACCRUAL
(33) CHRISTUS Good Shepherd Medical Center

P 460,010,796 ACCRUAL
(34) CHRISTUS Good Shepherd Medical Center

M 787,849 ACCRUAL
(35) CHRISTUS Good Shepherd Medical Center

L 326,315 ACCRUAL
(36) CHRISTUS Good Shepherd Medical Center

S 7,945,272 ACCRUAL
(37) CHRISTUS Good Shepherd Medical Center

A 5,706,293 ACCRUAL
(38) CHRISTUS Health Central Louisiana

M 814,150 ACCRUAL
(39) CHRISTUS Health Central Louisiana

Q 335,325,649 ACCRUAL
(40) CHRISTUS Health Central Louisiana

P 286,518,744 ACCRUAL
(41) CHRISTUS Health Central Louisiana

S 7,999,151 ACCRUAL
(42) CHRISTUS Health Central Louisiana

A 6,771,798 ACCRUAL
(43) CHRISTUS Health Gulf Coast

Q 157,340 ACCRUAL
(44) CHRISTUS Health Northern Louisiana

Q 250,572,524 ACCRUAL
(45) CHRISTUS Health Northern Louisiana

P 214,031,321 ACCRUAL
(46) CHRISTUS Health Northern Louisiana

M 542,508 ACCRUAL
(47) CHRISTUS Health Northern Louisiana

S 8,133,606 ACCRUAL
(48) CHRISTUS Health Northern Louisiana

A 7,353,666 ACCRUAL
(49) CHRISTUS Health Plan

M 701,306 ACCRUAL
(50) CHRISTUS Health Plan

L 182,705 ACCRUAL
(51) CHRISTUS Health Plan

P 993,317 ACCRUAL
(52) CHRISTUS Health Plan

Q 1,982,858 ACCRUAL
(53) CHRISTUS Health Plan Louisiana

M 172,203 ACCRUAL
(54) CHRISTUS Health Southeast Texas

M 1,067,738 ACCRUAL
(55) CHRISTUS Health Southeast Texas

Q 393,400,097 ACCRUAL
(56) CHRISTUS Health Southeast Texas

P 333,622,383 ACCRUAL
(57) CHRISTUS Health Southeast Texas

S 6,542,895 ACCRUAL
(58) CHRISTUS Health Southeast Texas

A 5,313,844 ACCRUAL
(59) CHRISTUS Health Southwestern Louisiana

M 516,370 ACCRUAL
(60) CHRISTUS Health Southwestern Louisiana

Q 225,774,447 ACCRUAL
(61) CHRISTUS Health Southwestern Louisiana

P 189,618,941 ACCRUAL
(62) CHRISTUS Health Southwestern Louisiana

K 118,823 ACCRUAL
(63) CHRISTUS Health Southwestern Louisiana

S 851,826 ACCRUAL
(64) CHRISTUS Health USFHP

M 557,147 ACCRUAL
(65) CHRISTUS Health USFHP

Q 9,253,626 ACCRUAL
(66) CHRISTUS Health USFHP

P 1,511,814 ACCRUAL
(67) CHRISTUS Health USFHP

S 403,772 ACCRUAL
(68) CHRISTUS Hopkins Health Alliance dba TMF Sulphur Springs

Q 119,468,036 ACCRUAL
(69) CHRISTUS Hopkins Health Alliance dba TMF Sulphur Springs

P 103,017,022 ACCRUAL
(70) CHRISTUS Hopkins Health Alliance dba TMF Sulphur Springs

M 103,176 ACCRUAL
(71) CHRISTUS Hopkins Health Alliance dba TMF Sulphur Springs

S 360,074 ACCRUAL
(72) CHRISTUS Santa Rosa Health Care Corporation

M 2,324,389 ACCRUAL
(73) CHRISTUS Santa Rosa Health Care Corporation

Q 571,330,619 ACCRUAL
(74) CHRISTUS Santa Rosa Health Care Corporation

P 483,336,727 ACCRUAL
(75) CHRISTUS Santa Rosa Health Care Corporation

K 161,604 ACCRUAL
(76) CHRISTUS Santa Rosa Health Care Corporation

S 13,000,385 ACCRUAL
(77) CHRISTUS Santa Rosa Health Care Corporation

A 9,303,688 ACCRUAL
(78) CHRISTUS Santa Rosa Outpatient Surgery New Braunfels LP

P 61,466 ACCRUAL
(79) CHRISTUS Santa Rosa Outpatient Surgery New Braunfels LP

Q 715,565 ACCRUAL
(80) CHRISTUS Santa Rosa Physicians Ambulatory Surgery Center San Antonio LLC

P 75,164 ACCRUAL
(81) CHRISTUS Santa Rosa Physicians Ambulatory Surgery Center San Antonio LLC

Q 620,885 ACCRUAL
(82) CHRISTUS Spohn Health System Corporation

M 2,480,074 ACCRUAL
(83) CHRISTUS Spohn Health System Corporation

Q 729,664,766 ACCRUAL
(84) CHRISTUS Spohn Health System Corporation

P 621,092,325 ACCRUAL
(85) CHRISTUS Spohn Health System Corporation

K 68,534 ACCRUAL
(86) CHRISTUS Spohn Health System Corporation

A 2,456,631 ACCRUAL
(87) CHRISTUS Spohn Health System Corporation

S 21,700,652 ACCRUAL
(88) CHRISTUS Spohn Health System Corporation

A 18,947,140 ACCRUAL
(89) Christus Trinity Clinic Texas

M 664,621 ACCRUAL
(90) Christus Trinity Clinic Texas

Q 520,640,022 ACCRUAL
(91) Christus Trinity Clinic Texas

P 447,708,663 ACCRUAL
(92) Christus Trinity Clinic Texas

L 1,428,297 ACCRUAL
(93) Christus Trinity Clinic Texas

J 72,919 ACCRUAL
(94) Christus Trinity Clinic Texas

S 1,842,588 ACCRUAL
(95) CHRISTUS Trinity Mother Frances Health System

Q 1,147,119 ACCRUAL
(96) CHRISTUS Trinity Mother Frances Health System

P 689,970 ACCRUAL
(97) CHRISTUS Trinity Mother Frances Health System

K 119,683 ACCRUAL
(98) Colonnade Endoscopy Center LLC

Q 72,430 ACCRUAL
(99) Dedicated System Support Inc

M 121,246 ACCRUAL
(100) Dedicated System Support Inc

Q 9,285,709 ACCRUAL
(101) Dedicated System Support Inc

P 7,502,336 ACCRUAL
(102) Dedicated System Support Inc

S 190,133 ACCRUAL
(103) Dedicated System Support Inc

A 98,921 ACCRUAL
(104) Emerald Assurance Cayman Ltd

C 8,500,000 ACCRUAL
(105) Emerald Assurance Cayman Ltd

P 72,955,733 ACCRUAL
(106) Evangeline Clinical Services Inc

Q 400,826 ACCRUAL
(107) Evangeline Clinical Services Inc

P 117,871 ACCRUAL
(108) GSHS Administrative Services Organization Inc

Q 3,302,898 ACCRUAL
(109) GSHS Administrative Services Organization Inc

P 1,498,369 ACCRUAL
(110) Healthplan of Texas Inc

Q 60,718 ACCRUAL
(111) Imperial Calcasieu Surgical Center LLC

P 50,092 ACCRUAL
(112) Imperial Calcasieu Surgical Center LLC

Q 352,093 ACCRUAL
(113) Mother Frances Hospital Jacksonville

Q 77,861,190 ACCRUAL
(114) Mother Frances Hospital Jacksonville

P 67,011,823 ACCRUAL
(115) Mother Frances Hospital Jacksonville

S 285,575 ACCRUAL
(116) Mother Frances Hospital Regional Health Care Center

L 84,654,531 ACCRUAL
(117) Mother Frances Hospital Regional Health Care Center

M 116,075,598 ACCRUAL
(118) Mother Frances Hospital Regional Health Care Center

O 154,121 ACCRUAL
(119) Mother Frances Hospital Regional Health Care Center

Q 927,861,101 ACCRUAL
(120) Mother Frances Hospital Regional Health Care Center

P 797,031,368 ACCRUAL
(121) Mother Frances Hospital Regional Health Care Center

B 77,900 ACCRUAL
(122) Mother Frances Hospital Regional Health Care Center

C 368,160 ACCRUAL
(123) Mother Frances Hospital Regional Health Care Center

S 11,954,864 ACCRUAL
(124) Mother Frances Hospital Regional Health Care Center

A 7,581,589 ACCRUAL
(125) Mother Frances Hospital Winnsboro

Q 21,631,640 ACCRUAL
(126) Mother Frances Hospital Winnsboro

P 18,347,290 ACCRUAL
(127) Mother Frances Hospital Winnsboro

S 54,506 ACCRUAL
(128) Otero County Hospital Association - CSNM

P 3,432,290 ACCRUAL
(129) Otero County Hospital Association - CSNM

Q 16,017,356 ACCRUAL
(130) Spohn Investment Corporation

Q 135,995 ACCRUAL
(131) St Vincent Hospital

B 20,000,000 ACCRUAL
(132) St Vincent Hospital

C 20,000,000 ACCRUAL
(133) St Vincent Hospital

M 34,839,069 ACCRUAL
(134) St Vincent Hospital

L 17,848,979 ACCRUAL
(135) St Vincent Hospital

Q 46,855,742 ACCRUAL
(136) St Vincent Hospital

P 1,811,160 ACCRUAL
(137) Trincare Inc

Q 1,247,601 ACCRUAL
(138) Trincare Inc

P 1,076,421 ACCRUAL
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 2023
Schedule R (Form 990) 2023
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) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v6.0