Christus Health

“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.”

“OFFICERS ERNIE SADAU AND RANDY SAFADY - Business relationship”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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: ;”

“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: ;”

“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”

“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.”

“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 PARTICI”

“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.”

“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.”

“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.”

“(Expenses $ 64,453 including grants of $ 7,824,060)(Revenue $ 0) Other program services”

“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: ;”

“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.”

“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;”