2017-05-03T13:48:02-05:00 2016-06-30 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE STE 4000 INDIANAPOLIS IN 46204 990 2015-07-01 741109665 CHRISTUS SANTA ROSA HEALTH CARE CORPORATION % LINDA KIRKS CHRI 2103218100 333 N Santa Rosa Street San Antonio TX 78207 LINDA KIRKS VP/CFO 2103218100 2017-05-03 true Janice K Martin P00900299 3176817000 2015 2021-01-29 14:40:06Z SEE SCHEDULE O DEAN ALEXANDER 333 N Santa Rosa Street San Antonio TX 78207 642523444 false 0928 X www.christussantarosa.org X 1985 TX SUPPORTING THE HEALTH CARE MINISTRIES OF THE SPONSORING CONGREGATIONS IN EXTENDING THE HEALING MINISTRY OF JESUS CHRIST IN CONFORMITY WITH THE ROMAN CATHOLIC CHURCH. 12 12 4037 1090 35156 27864 17909750 8663614 622015102 627157869 152092 -12079 16848617 6693597 656925561 642503001 32515895 29642311 0 0 220847430 225421775 0 0 1894371 417916855 454762850 671280180 709826936 -14354619 -67323935 732372864 712805866 379109775 434364734 353263089 278441132 X THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, EDUCATIONAL AND RELIGIOUS PURPOSES OF ADVANCING, PROMOTING AND SUPPORTING THE HEALTH CARE MINISTRIES OF THE SPONSORING CONGREGATIONS WHICH OPERATE AND ARE CONTROLLED IN CONFORMITY WITH THE ETHICAL AND MORAL TEACHINGS OF THE ROMAN CATHOLIC CHURCH, AND PROMOTING EFFICIENT GOVERNANCE AND MANAGEMENT, COOPERATIVE PLANNING AND THE SHARING OF RESOURCES AMONG SUCH HEALTH CARE MINISTRIES. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, THE CORPORATION'S MISSION SHALL BE TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST, AND CONSISTENT THEREWITH, SHALL OPERATE ACCORDING TO THE DOCTRINES, RESOLUTIONS, DECREES AND ETHICAL PRINCIPLES OF THE SPONSORING CONGREGATIONS, AND THE ETHICAL AND RELIGIOUS DIRECTORS FOR CATHOLIC HEALTH CARE SERVICES AS PROMULGATED OR AMENDED FROM TIME TO TIME BY THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS. IT IS ALSO A PURPOSE OF THE CORPORATION TO AID, LEND FINANCIAL SUPPORT AND AS false false 203106878 0 318912372 COMMITMENT TO BENEFITING OUR COMMUNITIES - PATIENT CARE SERVICES CHRISTUS SANTA ROSA HEALTH CARE CORPORATION, FOUNDED IN 1869 BY THE SISTERS OF CHARITY OF THE INCARNATE WORD, IS THE ONLY CATHOLIC FAITH-BASED, NON-PROFIT HEALTH CARE SYSTEM IN SAN ANTONIO AND NEW BRAUNFELS. WITH THE MISSION "TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST," CHRISTUS HEALTH IS CHALLENGED TO REACH OUT TO, AND BEYOND, MORE THAN 60 COMMUNITIES WE SERVE TO HELP THOSE IN NEED. THE VISION OF CHRISTUS HEALTH, AS A CATHOLIC, FAITH-BASED MINISTRY, IS TO BE A LEADER, A PARTNER AND AN 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. ONE OF THE TOP HEALTH CARE ORGANIZATIONS IN SOUTH TEXAS, CHRISTUS SANTA ROSA HEALTH CARE CORPORATION IS HEADQUARTERED IN SAN ANTONIO, TEXAS, IN THE SOUTH CENTRAL AREA OF THE STATE. IT HAS FIVE HOSPITAL CAMPUSES. IT SERVICES THE SOUTHWESTERN BORDER OF TEXAS AND INTO THE CENTRAL TEXAS HILL COUNTRY. THE AREA COMPRISES A POPULATION OF MORE THAN 2.6 MILLION INDIVIDUALS. THE POPULATION CONSISTS OF 55% HISPANIC AND 36% CAUCASIAN. THE MEDIAN INCOME FOR THE CITY OF SAN ANTONIO IS $60,799, AND HIGH SCHOOL GRADUATES REPRESENT 26% OF THE POPULATION. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION HAS FIVE HOSPITAL CAMPUSES: (1) CHRISTUS SANTA ROSA MEDICAL CENTER, LOCATED IN THE SOUTH TEXAS MEDICAL CENTER; (2) CHILDREN'S HOSPITAL OF SAN ANTONIO, LOCATED IN DOWNTOWN SAN ANTONIO; (3) CHRISTUS SANTA ROSA -WESTOVER HILLS IN THE WESTOVER HILLS AREA OF SAN ANTONIO; (4) CHRISTUS SANTA ROSA ALAMO HEIGHTS; (5) CHRISTUS SANTA ROSA NEW BRAUNFELS, LOCATED IN NEW BRAUNFELS, TEXAS. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION'S OTHER HEALTH FACILITIES INCLUDE CHRISTUS SANTA ROSA FAMILY HEALTH CENTER, A CLINICAL OUTPATIENT CARE ORGANIZATION WHICH SERVES AS A LEVEL 3 CERTIFIED PATIENT CENTERED MEDICAL HOME AND AS A HOSPITAL-BASED ACADEMIC TRAINING PROGRAM FOR 21 FAMILY MEDICINE RESIDENTS. IN ADDITION, THE ORGANIZATION OWNS A MAJORITY INTEREST IN TWO JOINT VENTURES - CHRISTUS SANTA ROSA PHYSICIANS AMBULATORY SURGERY CENTER-NEW BRAUNFELS AND CHRISTUS SANTA ROSA PHYSICIANS AMBULATORY SURGERY CENTERS-SAN ANTONIO, WHICH WAS 3 LOCATIONS. NEARLY 150 PHYSICIANS SERVE THE SURGERY CENTERS. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION IS ALSO A PARTNER OF MCKENNA EQUIPMENT LEASING, LP, WHICH PROVIDES MEDICAL EQUIPMENT LEASING SERVICES. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION IS ALSO ONE OF THE COLLABORATING PARTNERS IN BEXAR COUNTY CLINICAL SERVICES, INC. WHICH PROVIDES PHYSICIAN AND OTHER CLINICAL HEALTH CARE SERVICES TO MEDICAID AND INDIGENT PATIENTS. EACH OF THE FACILITIES OF CHRISTUS SANTA ROSA SHARES ONE OBJECTIVE -- WHICH IS TO LEAD THE WAY TO A HEALTHIER COMMUNITY. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION IS HEADQUARTERED IN SAN ANTONIO, TEXAS, IN THE SOUTH CENTRAL AREA OF THE STATE. ITS SERVICE TO THE SOUTHERN AND WESTERN BORDERS OF TEXAS AND INTO THE CENTRAL TEXAS HILL COUNTRY AREA COVERS A POPULATION OF MORE THAN 3.5 MILLION INDIVIDUALS. IN FISCAL YEAR 2016 ALONE, WE WERE PRIVILEGED TO SERVE HUNDREDS OF THOUSANDS OF INDIVIDUALS IN VARIOUS WAYS INCLUDING 201,701 VISITS TO OUR EMERGENCY DEPARTMENT; 6,137 INPATIENT SURGERY PROCEDURES; 34,649 OUTPATIENT SURGERY VISITS; 22,882 PATIENTS WHO WERE ADMITTED TO OUR HOSPITALS FOR CARE; AND 233,741 PATIENTS WHO RECEIVED OUTPATIENT CARE AT OUR FACILITIES. TOUCHING THE LIVES OF THE PEOPLE AROUND US IS WHAT MAKES CHRISTUS SANTA ROSA HEALTH CARE CORPORATION STAND APART. ALLOWING OTHERS TO TOUCH US GIVES US 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 TO HER FIRST CHILD, CHRISTUS SANTA ROSA HEALTH CARE CORPORATION WORKS TO 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 SANTA ROSA HEALTH CARE CORPORATION'S VARIOUS ENTITIES HAVE STRENGTHENED THEIR ROLES AS MAJOR PROVIDERS OF COMPREHENSIVE AND ACCESSIBLE HEALTH CARE SERVICES. THESE PARTNERSHIPS WITH THE COMMUNITY HAVE BEEN A BLESSING BY HELPING CHRISTUS SANTA ROSA HEALTH CARE CORPORATION EXTEND SERVICES TO THOSE IN NEED. FURTHERMORE, INVESTMENT IN COMMUNITY SERVICES WOULD NOT BE POSSIBLE WITHOUT DEDICATED EMPLOYEES AND VOLUNTEERS. THEY HELP TO BUILD STRONG RELATIONSHIPS BETWEEN THE HOSPITALS, OTHER HEALTH CARE MINISTRIES AND THE COMMUNITIES WHICH NURTURE CHRISTUS HEALTH'S MISSION TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST. OUR EMPLOYEES WORK BOTH INSIDE THE WALLS OF OUR HEALTH CARE FACILITIES AND IN THE COMMUNITY 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 THE PUBLIC AS POSSIBLE, CHRISTUS SANTA ROSA HEALTH CARE CORPORATION PARTICIPATES IN GOVERNMENT-SPONSORED HEALTH CARE PROGRAMS, INCLUDING MEDICAID, MEDICARE, CHAMPUS, TRICARE AND OTHERS. IN ADDITION, WE OFFER SPECIFIC PROGRAMS TO PROVIDE DISCOUNTED SERVICES TO THOSE IN NEED WHO DO NOT HAVE MEDICAL INSURANCE OR WHO DO NOT PARTICIPATE IN GOVERNMENT-SPONSORED PROGRAMS. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION PROVIDES A FULL RANGE OF INPATIENT AND OUTPATIENT SERVICES TO THE PEOPLE FROM THE COMMUNITIES IT SERVES, INCLUDING FOUR AMBULATORY SURGICAL CENTERS THAT OFFER AN ARRAY OF SERVICES. IT CONDUCTS ITS ACTIVITIES AND SERVES ITS PURPOSE WITHOUT REGARD TO RACE, COLOR, CREED, RELIGION, GENDER, ORIENTATION, DISABILITY, AGE OR NATIONAL ORIGIN. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION OFFERS SERVICES SUCH AS: COMPREHENSIVE PEDIATRIC CARE, INCLUDING A NEONATAL INTENSIVE CARE UNIT; A 45-BED, LEVEL III C NURSERY PROVIDING BOTH INTENSIVE AND INTERMEDIATE CARE TO CRITICALLY ILL INFANTS REQUIRING MEDICAL AND/OR SURGICAL INTERVENTIONS SUCH AS THE NEONATAL ECMO PROGRAM THAT PROVIDES VENO-VENOUS OR VENO-ARTERIAL EXTRACORPOREAL LIFE SUPPORT FOR UP TO TWO INFANTS IN THE NICU; THE TITANIUM RIB IMPLANT PROGRAM; THE CHRISTUS TRANSPLANT INSTITUTE (CTI); AND A WOUND CARE AND HYPERBARIC CENTER. IN ADDITION, WE OFFER THE FOLLOWING: CARDIAC CARE THAT IS NATIONALLY CERTIFIED BY THE AMERICAN ASSOCIATION OF CARDIOVASCULAR AND PULMONARY REHABILITATION (AACVPR) AND ACCREDITED AS A CHEST PAIN CENTER WITH PERCUTANEOUS CORONARY INTERVENTION (PCI) DESIGNATION FROM THE SOCIETY OF CHEST PAIN CENTERS (SCPC); A COMPREHENSIVE CANCER PROGRAM; COMPLETE OBSTETRICAL AND NEWBORN SERVICES; SURGICAL UNITS; A DIABETES CARE PROGRAM; AND STATE-OF-THE-ART MEDICAL CARE FOR CHILDREN WITH AN ARRAY OF SPECIALTY SERVICES AND ORTHOPEDIC SERVICES. WE ALSO OFFER REHABILITATION TREATMENT FOR THOSE WHO HAVE EXPERIENCED A STROKE, A SPINAL CORD INJURY, CLOSED HEAD INJURIES AND MORE. EACH CAMPUS OF CHRISTUS SANTA ROSA HEALTH CARE CORPORATION PROVIDES A 24-HOUR EMERGENCY ROOM THAT IS OPEN TO SERVE ALL THOSE IN NEED OF EMERGENT CARE, REGARDLESS OF THEIR ABILITY TO PAY. AS A NOT-FOR-PROFIT ORGANIZATION AND AS PART OF CHRISTUS HEALTH, A REGIONAL GOVERNING BOARD COMPRISED LARGELY OF INDEPENDENT COMMUNITY MEMBERS REPRESENTING THE AREA WE SERVE GUIDES CHRISTUS SANTA ROSA HEALTH CARE CORPORATION. WE HAVE AN OPEN MEDICAL STAFF COMPRISED OF QUALIFIED PHYSICIANS WHO WORK WITH US TO PROVIDE CARE TO OUR COMMUNITIES. ALL QUALIFIED PHYSICIANS GRANTED PRIVILEGES TO SERVE WITH US IN OUR HOSPITALS MUST UNDERGO A THOROUGH AND COMPREHENSIVE CREDENTIALING PROCESS. THE PHYSICIANS ASSIST OUR CONTINUOUS EFFORTS TO IMPROVE SERVICE TO OUR PATIENTS, QUALITY OF CARE, AND HOSPITAL EFFICIENCY. 218001470 0 144825254 COMMUNITY BENEFIT REPORTING - CHARITY CARE AND MEDICAID CHRISTUS ADHERES TO THE CATHOLIC HEALTH ASSOCIATION'S A GUIDE FOR PLANNING AND REPORTING COMMUNITY BENEFIT (2012), AND COMPLIES WITH THE STATE OF TEXAS REQUIREMENTS FOR REPORTING. COMMUNITY BENEFIT, REPORTED AS UNPAID COSTS, INCLUDES BOTH CHARITY CARE AND COMMUNITY SERVICES. TO THE LIMITS OF ITS RESOURCES, CHRISTUS SANTA ROSA HEALTH CARE CORPORATION IS AN INSTITUTION OF PURELY PUBLIC CHARITY; THUS, THE MOST TANGIBLE EXPRESSION OF CHARITABLE PURPOSE IS THE PROVISION OF HEALTH CARE SERVICES TO THOSE PERSONS WHO ARE UNABLE TO PAY. THIS FALLS INTO TWO CATEGORIES: CHARITY CARE AND UNPAID GOVERNMENT INDIGENT CARE. IN KEEPING WITH THE MISSION, VALUES, AND VISION OF CHRISTUS HEALTH, CHRISTUS SANTA ROSA HEALTH CARE CORPORATION PROVIDES CHARITY CARE SERVICES IN A MANNER THAT RESPECTS THE DIGNITY OF THE PATIENTS AND THEIR FAMILIES. CHARITY CARE IS PROVIDED WITHOUT CHARGE OR AT A CHARGE THAT IS LESS THAN THE USUAL CHARGE FOR SUCH SERVICES. THE DETERMINATION AS TO THE AMOUNT TO BE CHARGED, IF ANY, IS MADE ACCORDING TO A PATIENT'S ABILITY TO PAY AS DETERMINED BY ESTABLISHED ELIGIBILITY CRITERIA. FOR UNINSURED PATIENTS WHOSE ECONOMIC CIRCUMSTANCES PLACE THEM AT OR UNDER 200 PERCENT OF THE FEDERAL POVERTY LEVEL (FPL), SERVICES ARE PROVIDED WITHOUT ANY EXPECTATION OF PAYMENT. UNINSURED PATIENTS WHOSE ECONOMIC CIRCUMSTANCES PLACE THEM BETWEEN 200 AND 400 PERCENT OF FPL ARE CHARGED BASED ON A SLIDING SCALE, AND THOSE ABOVE 400 PERCENT RECEIVE DISCOUNTS BASED ON THE UNINSURED FEE SCHEDULE. NO PATIENT IS REFUSED NECESSARY MEDICAL CARE BASED ON THE INABILITY TO PAY. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION IS AN ACTIVE PARTICIPANT IN THE STATE OF TEXAS MEDICAID PROGRAMS AND WORKS WITH OTHER STATE MEDICAID PROGRAMS TO ENSURE PATIENTS HAVE FULL ACCESS TO THEIR BENEFITS. THOSE PROGRAMS SEEK TO PROVIDE PAYMENT FOR HEALTH CARE SERVICES TO INDIVIDUALS WHO MEET CERTAIN FINANCIAL AND OTHER REQUIREMENTS. FINANCIAL REQUIREMENTS INCLUDE EVALUATION OF BOTH ASSETS AND INCOME. 187280481 0 163420243 OTHER GOVERNMENT SPONSORED 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 AND TRICARE. THE COSTS NOT REIMBURSED FOR THESE SERVICES ARE REPORTED TO THE STATE OF TEXAS. THEY ARE NOT INCLUDED IN REPORTS PREPARED FOLLOWING CATHOLIC HEALTH ASSOCIATION GUIDELINES. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION 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 HOSPITAL. 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. MEDICARE REIMBURSES OUTPATIENT SERVICES BASED ON ITS FEE SCHEDULE. 32539785 29642311 0 640928614 true true false true false false false false false false true false false true true true false true false false false false false false false false true true false true true false false false false false false false false false false false false false true true true false false true 572 0 true 4037 true true true false false false false false false false false false X 12 12 true false false false true true true true true false false true true true true true true true true true true X LINDA KIRKS 2107044624 333 N SANTA ROSA STREET SAN ANTONIO TX 78207 Elaine Mendoza Director/Chairperson 1.0 0.0 X X 0 0 0 Charles Amato Director 1.0 0.0 X 0 0 0 Larry Benson Director 1.0 0.0 X 0 0 0 J Michael Belz Director/Vice Chair 1.0 0.0 X X 0 0 0 Jelynne LeBlanc-Burley Director 1.0 0.0 X 0 0 0 Sister Germaine Corbin CCVI Director (term 12/15) 1.0 0.0 X 0 0 0 Sister Ricca Dimalibot Director 1.0 0.0 X 0 0 0 Edward Riojas Jr Director 1.0 0.0 X 0 0 0 Josue Robles Jr director 1.0 0.0 X 0 0 0 Roberto San Martin Director 1.0 0.0 X 0 0 0 Yolanda Santos PHD Director 1.0 0.0 X 0 0 0 Miguel Ybarra Director 1.0 0.0 X 0 0 0 Warren Albrecht director/medical staff pres 1.0 0.0 X 0 0 0 Sister Yolanda Tarango Director (term 01/2016) 1.0 0.0 X 0 0 0 Ken Haynes President/CEO 40.0 0.0 X 506800 0 115366 KAREN DUNAVAN SECRETARY (BEGIN 4/2015) 40.0 0.0 X 62421 0 905 Jeffrey Bourgeois President-CSRHS Westover Hills 40.0 0.0 X 417641 0 76004 Gina Anderson VP-Finance Westover Hills 40.0 0.0 X 190415 0 17839 Chris Bowe President-CSRHS Westover Hills 40.0 0.0 X 328334 0 26721 Angela Lambert Chief Nsg Ofcr Medical Center 40.0 0.0 X 218532 0 68057 David Mier CFO-Childrens Hospital of SA 40.0 0.0 X 175464 0 9647 Elias Neujahr President Childrens Hospital 40.0 0.0 X 328221 0 46141 Linda Kirks CFO 40.0 0.0 X 332049 0 91237 Cary Fox CAO 40.0 0.0 X 465948 0 96098 James Martin md VP-Medical Affairs 40.0 0.0 X 487504 0 104593 Patricia Toney VP/Chief Nurse Executive 40.0 0.0 X 334133 0 81034 Elsie Graves CNO-Westover Hills 40.0 0.0 X 221970 0 17678 Jim Wesson VP/New Braunfels 40.0 0.0 X 371102 0 92183 Patricia Montague Chief Offcr-Childrens hospital 40.0 0.0 X 233139 0 41864 STEPHANIE A PARKER VP OF FINANCE 40.0 0.0 X 119683 0 11446 ROXANNE R JENKINS Director care mgmt & accrdttn 40.0 0.0 X 250076 0 30500 DOUGLAS K HAZLETT clinical pharmacist 40.0 0.0 X 177989 0 21519 RAYMOND D AFAISEN director pasc 40.0 0.0 X 174128 0 4949 TERRY KYLE Executive director campaign st 40.0 0.0 X 173952 0 26522 CYNTHIA A KOGER Director Pharmacy 40.0 0.0 X 157475 0 16372 Patrick B Carrier FORMER PRES/CEO (term 3/15) 0.0 40.0 X 0 1234551 220170 Tricia Marquart VP-Finance (term 5/15) 40.0 0.0 X 153793 0 2365 5880769 1234551 1219210 177 true true false BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 77030 MEDICAL SERVICES 25606902 BARTLETT COCKE GENERAL 8706 LOCKWAY SAN ANTONIO TX 78217 BUILDING SERVICES 25490572 OWENS AND MINOR INC 2700 Brittmoore HOUSTON TX 77043 BUILDING SERVICES 12889404 TEXAS HEALTH AND HUMAN SERVICES 12357 B RIATA TRACE PARKWAY AUSTIN TX 78727 MEDICAL SERVICES 11027249 HOSPITAL HOUSEKEEPING SYSTEMS LLC 216 EAST 4TH STREET AUSTIN TX 78700 BUILDING SERVICES 9749858 98 843292 0 4512747 2446279 861296 0 8663614 NET PATIENT SERVICE REVENUE 621110 618127011 618104375 22636 0 RENT RELATED TO EXEMPT PURPOSE 531120 8957987 8957987 0 0 Support Services Revenue 900099 72871 72871 0 0 627157869 8364 8364 0 8954 8954 0 0 0 20443 -20443 -20443 -20443 0 0 0 OTHER INTERCOMPANY REVENUE 541610 2796901 0 0 2796901 Dietary Services Revenue 722320 2128861 0 3566 2125295 Support Service Revenue 541610 166967 0 0 166967 1591914 0 1591914 6684643 642503001 627135233 35156 6668998 X 0 29642311 29642311 0 0 0 0 5335805 4782715 505933 47157 137218 122994 13011 1213 178212389 159739521 16897842 1575026 1577548 1516681 60867 0 27061505 22713070 4211634 136801 13097310 11903199 1086316 107795 1514672 347949 1166723 0 778786 1161 777625 0 1880917 0 1880917 0 16752 0 16752 0 0 0 0 0 0 0 101733637 85771512 15962125 0 3422807 94002 3328805 0 62492648 49721212 12748093 23343 26485165 26485165 0 0 0 0 0 0 16589177 11418007 5171170 0 858683 483641 375042 0 0 0 0 0 995548 219054 776494 0 14481334 14481334 0 0 0 0 0 0 31651655 31651655 0 0 5187038 5169500 14502 3036 MEDICAL SUPPLIES 81905597 81684292 221305 0 Prov for Uncollect Accts 63164777 63164777 0 0 GOODWILL IMPAIRMENT 36829586 36829586 0 0 UBI INCOME TAX EXPENSE 31000 31000 0 0 4743071 2954276 1788795 709826936 640928614 67003951 1894371 0 2324369 870842 0 0 0 0 104318015 83584777 0 0 0 0 26493486 33233033 18698835 18923842 2713276 3873518 735638817 315289803 385252026 420349014 0 0 0 0 11978979 5704342 42481354 4181636 138112524 142084862 732372864 712805866 55807642 66737562 0 0 455000 1388661 0 0 0 0 0 0 199332 191015 0 0 322647801 366047496 379109775 434364734 X 258790303 187064836 89659197 86694636 4813589 4681660 353263089 278441132 732372864 712805866 X -67323935 0 0 0 0 -7498022 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false 0 false 0 false 0 false 0 true 16752 false 0 false 0 16752 false FORM 990, SCHEDULE C, PART II-B, LINE 1B Healthcare policy is critical to all Americans. CHRISTUS believes that health care providers must participate in forming health care policy by interacting with national, state and local elected officials and their staff members to help them better understand the complexities and ramifications of key health care policies. At the federal level, CHRISTUS employees personally visited with Texas Congressional members and their staff to discuss RACs, Medicaid, Medicare, long-term care, physcian reimbursement, quality, CHofSA, DSH, GME, and pediatric medical/physician issues E-mail, letter and phone communications were used with Congressional members and/or staff on physician payment, CHGME funding, RACs, Medicaid. Federal Bills: S1557; HR297; HR1250. FORM 990, SCHEDULE C, PART II-B, LINE 1G At the state level, CHRISTUS employees made personal visits with Texas Legislative members and staff and HHSC agency leaders and staff. Letters, Emails and phone communications were also used with same audience. CSRHS Pres/CEO participated as a member in the HHSC 1115 Waiver advisory group. Topics discussed: 1115 waiver, DSH, DSRIP, UC, Children's Hospital APR-DRG and OP payments. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION DID NOT SUBSTANTIALLY LOBBY DURING THE FIsCAL YEAR 6-30-16. 24795714 24795714 405734387 155338311 250396076 940879 516216 424663 199662170 152371243 47290927 104505667 7064033 97441634 420349014 DUE FROM RELATED ORGANIZATIONS 71881964 INTEREST IN SUPPORTING ORG 70202898 142084862 0 TAX EXEMPT BOND LIABILITIES 237632564 CASH MANAGEMENT SYSTEM 125161107 L/T PORTION-CAPITAL LEASE BLDG/HOSP 2150998 DEFERRED LEASE INCENTIVE 773429 INVESTMENT IN SUBSIDIARIES 267364 FIN 45 - LT PORTION PHY INCOME GUAR 37489 STATE SALES TAX PAYABLE 24545 366047496 X CASH - NON-BEARING INTEREST FORM 990, PART X, LINE 1 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. UNCERTAIN TAX POSITIONS UNDER ASC 740 FORM 990, SCHEDULE D, PART X, LINE 2 PER FOOTNOTE 3 IN THE CONSOLIDATED FINANCIAL STATEMENTS, THERE ARE NO MATERIAL UNRECORDED TAX LIABILITIES AS OF JUNE 30, 2016 AND 2015. true true X true X true X true true true false true true 27007133 0 27007133 0.04180 159677084 168092197 0 186684217 168092197 27007133 0.04180 11 8853 3348797 3348797 0.00520 3 29003653 29003653 0.04490 14 8853 32352450 32352450 0.05010 14 8853 219036667 168092197 59359583 0.09190 1 137966 137966 0.00020 2 49369 49369 0.00010 3 187335 187335 0.00030 true 63164777 594908 96940790 113553594 -16612804 X true true MCKENNA LSNG GP LLC MEDICAL EQUIPMENT LEASING 0.7125 0.2875 CH SN RSA OTPT SGY OUTPATIENT SURGERY CENTER 0.52719 0.4172 MCKENNA EQMT LSNS MEDICAL EQUIPMENT LEASING 0.7125 0.2554 CR SN RS PH AB SG CT SURGERY CENTER 0.51554 0.2796 N BRNFLS SEG CN LLC SURGERY CENTER 0.53996 0.4664 CR SN RS SRG CN LLP SURGERY CENTER 0.6133 0.125 9 1 CHRISTUS SANTA ROSA CHILDREN HOSPITAL 333 N SANTA ROSA STREET san antonio TX 78207 WWW.CHRISTUSSANTAROSA.ORG 000339 X X X X A 2 CHRISTUS SANTA ROSA NEW BRAUNFELS 600 N UNION AVENUE NEW BRAUNFELS TX 78130 www.christussantarosa.org 000339 X X X B 3 CHRISTUS SANTA ROSA WESTOVER HILLS 10539 STATE HWY 151 SAN ANTONIO TX 78251 www.christussantarosa.org 100165 X X X B 4 CHRISTUS SANTA ROSA MEDICAL CENTER 2827 BABCOCK ROAD SAN ANTONIO TX 78229 www.christussantarosa.org 000339 X X X B 5 CHRISTUS SANTA ROSA ALAMO HEIGHTS 403 TREELINE PARK SAN ANTONIO TX 78209 www.christussantarosa.org 000339 X X X REHABILITATION HOSPITAL A 6 CHRISTUS SANTA ROSA HOSPITAL CITY CTR 333 N SANTA ROSA STREET SAN ANTONIO TX 78207 www.christussantarosa.org 100259 X X X A 7 CHRISTUS Santa Rosa Health System 100 NE Loop 410 San Antonio TX 78216 www.christussantarosa.org 000339 X X X X X X X A 8 CHRISTUS Santa Rosa Health System-NB 600 N Union Avenue New Braunfels TX 78130 www.christussantarosa.org 130206 X X X A 9 Children's Hospital of San Antonio 333 N Santa Rosa Street SAN ANTONIO TX 78207 www.chofsa.org 100166 X X X X X X B A 19 false false true X X X X X X X X X 15 true true true true X See Part V, Section C X true 15 true See Part V, Section C true false true X 200. 400. X X X true true X X X X true X X false X false X X true X false false B 19 false false true X X X X X X X X X 15 true true true true X See Part V, Section C X true 15 true See Part V, Section C true false true X 200. 400. X X X true true X X X X true X X false X false X X true X false false SCHEDULE H, PART V, SECTION B HOSPITAL FACILITY REPORTING GROUPS GROUP A INCLUDES HOSPITAL FACILITIES #1, 5-8 GROUP B INCLUDES HOSPITAL FACILITIES #2-4, 9 SCHEDULE H, PART V, SECTION B, LINE 5 FACILITY GROUPS A&B INPUT FROM PERSONS WHO REPRESENT THE COMMUNITY THE ASSESSMENT PROCESS INCLUDED SYNTHESIZING EXISTING QUANTITATIVE DATA ON SOCIAL, ECONOMIC, AND HEALTH INDICATORS FOR THE COUNTY. QUANTITATIVE DATA WAS COMPILED AND ANALYZED FROM A NUMBER OF SOURCES, INCLUDING THE U.S. CENSUS, CENTERS FOR DISEASE CONTROL AND PREVENTION, COUNTY HEALTH RANKINGS, TEXAS DEPARTMENT OF STATE HEALTH SERVICES, SAN ANTONIO METROPOLITAN HEALTH DISTRICT, AND NOWDATA. TYPES OF DATA INCLUDED PUBLIC HEALTH DISEASE SURVEILLANCE DATA, HOSPITALIZATION RECORDS, VITAL STATISTICS BASED ON BIRTH AND DEATH DATA, AND SELF-REPORTS OF HEALTH BEHAVIORS FROM LARGE, POPULATION-BASED SURVEYS, SUCH AS THE BEHAVIORAL RISK FACTOR SURVEILLANCE SURVEY AND YOUTH RISK BEHAVIOR SURVEY. WHEN POSSIBLE, DATA WAS PROVIDED DOWN TO THE SUBSECTOR LEVEL TO PROVIDE RELEVANT INFORMATION FOR MORE GRANULAR GEOGRAPHIC AREAS WITHIN BEXAR COUNTY. TO COMPLIMENT THESE QUANTITATIVE DATA, QUALITATIVE INFORMATION WAS COLLECTED FROM 14 FOCUS GROUPS, 19 INTERVIEWS, AND 4 COMMUNITY DIALOGUES. FOCUS GROUPS AND INTERVIEWS WERE CONDUCTED WITH PEOPLE FROM ACROSS BEXAR COUNTY, AND WITH A RANGE OF INDIVIDUALS REPRESENTING DIFFERENT AUDIENCES, INCLUDING RESIDENTS, FAITH COMMUNITIES, SOCIAL SERVICE PROVIDERS, HOSPITAL ADMINISTRATORS, COUNTY AND LOCAL GOVERNMENT OFFICIALS, AND PUBLIC HEALTH LEADERS. ULTIMATELY, THE QUALITATIVE RESEARCH ENGAGED OVER 280 INDIVIDUALS. IN COMAL COUNTY, THE ASSESSMENT USES A MODEL ADAPTED FROM THE NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS ENTITLED MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIPS. THE MAPP ASSESSMENTS AND THE ISSUES THEY ADDRESS PROVIDE A DEEPER UNDERSTANDING OF THE ISSUES THAT RESIDENTS FEEL ARE IMPORTANT BY ANSWERING THE QUESTIONS. THE QUESTIONS WERE EXPLORED IN 2 WAYS. FIRST, A SERIES OF 12 FOCUSED GROUP DISCUSSIONS INVOLVING MORE THAN 100 PARTICIPANTS WAS CONDUCTED TO IDENTIFY KEY ISSUES FOR THE COMMUNITY. THIS PROCESS ALSO YIELDED A ROSTER OF INTERESTED AND ACTIVE PERSONS WHO WERE LATER INVITED TO PARTICIPATE IN AN ONLINE SURVEY DESIGNED TO ASSESS THE DEGREE OF CONCERN ABOUT EACH KEY ISSUE AND RANK THE TOP FOUR CONCERNS WITHIN EACH OF FOUR ISSUE AREAS. THE RESULTS OF THIS ASSESSMENT WERE USED TO GUIDE ADDITIONAL DATA COLLECTION. NEARLY 200 PERSONS REPRESENTING A BROAD CROSS SECTION OF THE COMMUNITY'S KEY INFORMANTS RESPONDED TO THE ONLINE SURVEY. SCHEDULE H, PART V, SECTION B, LINES 6a & 6b FACILITY GROUPS A&B IN BEXAR COUNTY, CHRISTUS SANTA ROSA HEALTH SYSTEM, METHODIST HEALTHCARE MINISTRIES, BAPTIST HEALTH SYSTEM, WELLMED MEDICAL MANAGEMENT, UNIVERSITY HEALTH SYSTEM; IN COMAL COUNTY, THE ASSESSMENT WAS ALSO CONDUCTED WITH A MULTITUDE OF STATE, COUNTY, PRIVATE, PUBLIC, FOR-PROFIT AND NOT-FOR-PROFIT COMMUNITY-BASED ORGANIZATIONS IN ADDITION TO CHRISTUS SANTA ROSA AND MCKENNA HEALTH SYSTEM. SCHEDULE H, PART V, SECTION B, LINE 7A FACILITY GROUPS A&B THE COMMUNITY HEALTH NEEDS ASSESSMENT CAN BE FOUND AT THE FOLLOWING WEBSITE URL: HTTP://CHRISTUSHEALTH.ORG/CHNA-CHIP SCHEDULE H, PART V, SECTION B, LINE 10A FACILITY GROUPS A&B THE URL FOR THE ORGANIZATION'S MOST RECENTLY ADOPTED IMMPLEMENTATION STRATEGY IS: HTTP://www.christushealth.org/chna-chip SCHEDULE H, PART V, SECTION B, LINE 11 FACILITY GROUPS A&B THE COMMUNITY HEALTH NEEDS ASSESSMENT IDENTIFIED MANY PRIORITIES TO BE ADDRESSED BY THE MEMBERS OF THE HEALTH COLLABORATIVE; HOWEVER, GIVEN THE LARGE POPULATION OF UNINSURED PATIENTS WITH CHRONIC ILLNESS WHO SEEK CARE AT CHRISTUS SANTA ROSA HEALTH SYSTEM, CSRHS CHOOSES TO IMPLEMENT PROGRAMS TARGETED SPECIFICALLY AT THIS POPULATION. TO THAT END, THE MAJOR COMMUNITY BENEFIT ACTIVITIES ENACTED BY CSRHS ARE FOCUSED ON HEALTHY EATING AND ACTIVE LIVING, HEALTHY CHILD AND FAMILY DEVELOPMENT, SAFE COMMUNITIES, COMMUNICABLE DISEASE, CHRONIC DISEASE OUTCOMES, AND ACCESS TO CARE. CSRHS anticipates meeting all of the needs identified. SCHEDULE H, PART V, SECTION B, LINE 13B FACILITY GROUPS A&B DETERMINATION OF ELIGIBILITY FOR DISCOUNTED CARE Under the hospitals policy, patients who were uninsured and met certain financial criteria were eligible for financial assistance. The policy also provided for assistance for medically indigent patients. In general, patients who were below 200% of federal poverty guidelines received free care. Patients who were uninsured and above 200% of the federal poverty guideline were billed rates consistent with amounts generally billed to commercial payers. Patients who were uninsured and between 200% and 400% of federal poverty guidelines could apply for additional assistance to pay amounts less than AGB. SCHEDULE H, PART V, SECTION B, LINE 15e In addition to regular applications, the hospital also assessed patients for presumptive eligibility to facilitate giving assistance to needy patients. The hospital implemented electronic eligibility tools that used patient demographic data, credit reports, and other publicly available information to estimate a patients income, assets, and liquidity. Patients were screened as part of the collection attempt process. When electronic screening was used as the basis for presumptive eligibility, the highest discount of full free care was granted for eligible services for retrospective dates of service only. If a patient did not qualify under the electronic enrollment process, the patient could still be considered under the traditional financial assistance application process. SCHEDULE H, PART V, SECTION B, LINE 16I FACILITY GROUPS A&B HOW THE HOSPITAL FACILITY PUBLICIZES THE FINANCIAL ASSISTANCE POLICY The hospital posted signs to inform patients about the availability of charity care in the Emergency Department, lobby, and admissions areas. (The signs did not specifically reference the policy (FAP), which is why the hospital did not select "yes" in response to line 16f.) In addition, a summary of the policy and documents needed to apply for assistance was widely available at www.christushealth.org/charitycare. This website was the first result in Google when patients searched for the hospital name and charity care or financial assistance.) Effective July 1, 2016, the individual hospitals homepage had a conspicuous Financial Assistance link directing patients to the Charity Care homepage. Financial counselors also publicized the availability of financial assistance during one-on-one visits with patients. The hospital attempted to provide all uninsured patients with financial counseling. Spending time face-to-face with patients allowed counselors to facilitate the application process for patients who otherwise might not have sought assistance. Counselors helped complete financial assistance applications and evaluate payment plans for outstanding balances. Uninsured patients were screened for Medicaid eligibility, and counselors also assisted eligible patients in completing those applications. SCHEDULE H, PART V, SECTION B, LINE 17 FACILITY GROUPS A&B DID THE HOSPITAL FACILITY HAVE IN PLACE DURING THE TAX YEAR A SEPARATE BILLING AND COLLECTIONS POLICY, OR A WRITTEN FINANCIAL ASSISTANCE POLICY THAT EXPLAINED ACTION THE HOSPITAL FACILITY MAY TAKE UPON NON-PAYMENT? The hospital did not engage in any extraordinary collection actions during the tax year. The policy strictly prohibited taking legal action against patients and also forbade placing a lien on the patients home. In the event of nonpayment, the hospital and its collections groups would send statements and make phone calls. SCHEDULE H, PART V, SECTION B, LINE 20 When collection calls resulted in patient contact, business agents performed a verbal screening to see if the patient might be eligible for charity care. In addition, billing statements contained the following notice: "You may qualify for financial assistance based upon your income level. If you do not qualify and cannot make payment in full, we will work with you to set up an acceptable payment plan." SCHEDULE H, PART V, SECTION B, LINE 22D FACILITY GROUPS A&B DETERMINE THE MAXIMUM AMOUNTS THAT CAN BE CHARGED TO FAP-ELIGIBLE INDIVIDUALS FOR EMERGENCY OR OTHER MEDICALLY NECESSARY CARE. The hospital used the average commercial insurance reimbursement rate from fiscal year ending 6/30/09 to determine amounts generally billed to patients with insurance. This average rate was the average reimbursement received for categories of services from all private insurers that reimburse hospitals across the CHRISTUS Health system, except for St. Vincent and long-term hospitals, and excluding implant and drug contribution dollars. All uninsured patients were charged no more than the average reimbursement rate for the relevant service line. Patients eligible for additional financial assistance were charged 70% of the average rate (for income levels from 301% to 400% of FPL), 50% of the average rate (for income levels from 201% to 300% of FPL) or received free care (incomes below 200% FPL). For lab services, eligible patients were charged a percentage of the Medicare rate. 4 CHRISTUS SR PHYS AMB SURG CENTER SA 333 N SANTA ROSA SAN ANTONIO TX 78207 SURGERY CENTER CHRISTUS SR OUTPATIENT SURG - NEW BRAUN 333 N SANTA ROSA SAN ANTONIO TX 78207 SURGERY CENTER CHRISTUS SANTA ROSA SURGERY CENTER LLP 333 N SANTA ROSA SAN ANTONIO TX 78207 OUTPATIENT SURGERY CENTER NEW BRAUNFELS SURGICAL CENTER LLC 333 N SANTA ROSA SAN ANTONIO TX 78207 SURGERY CENTER PART I, LINE 5 BUDGETED CHARITY CARE THE ORGANIZATION BUDGETS CHARITY CARE FOR INTERNAL FINANCIAL REVIEW PURPOSE ONLY. THE PROVISION OF CHARITY CARE IS NOT LIMITED TO AMOUNTS ESTABLISHED FOR BUDGETARY PURPOSES. PART I, LINE 6A ANNUAL COMMUNITY BENEFIT REPORT A REPORT OF COMMUNITY BENEFIT IS INCLUDED IN A WRITTEN ANNUAL REPORT FOR CHRISTUS HEALTH, THE ORGANIZATION'S PARENT COMPANY. CHRISTUS HEALTH IS AN INTERNATIONAL, CATHOLIC, FAITH BASED, NONPROFIT HEALTH SYSTEM FORMED IN 1999 WITH A MISSION "TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST." THE ANNUAL COMMUNITY BENEFIT REPORT SUMMARIZES ACTIVITIES AND PROGRAMS CONDUCTED DURING THE PAST YEAR TO IMPROVE HEALTH INCLUDING PROACTIVE COMMUNITY HEALTH SERVICES. HOWEVER, THE ANNUAL REPORT IS ONLY A SNAPSHOT OF HOW THE ORGANIZATION DISTINGUISHES ITSELF IN ITS VISION TO BE A LEADER, A PARTNER, AND AN ADVOCATE IN CREATING INNOVATIVE HEALTH AND WELLNESS SOLUTIONS THAT IMPROVE THE LIVES OF INDIVIDUALS AND COMMUNITIES. PART I, LINE 7B UNREIMBURSED MEDICAID CHRISTUS SANTA ROSA HEALTH CARE CORPORATION REINVESTS ALL SURPLUS FUNDS BACK IN TO THE COMMUNITIES WE SERVE THROUGH EXPANDED HEALTH SERVICES, NEW TECHNOLOGIES, AND BETTER FACILITIES. PART I, LINE 7, COLUMN(F) PERCENT OF TOTAL EXPENSE TOTAL EXPENSE FROM FORM 990, PART IX, LINE 25, COLUMN(A) IS $709,826,936. THE BAD DEBT EXPENSE INCLUDED IN THIS AMOUNT IS $63,164,777. THIS LEAVES A TOTAL EXPENSE OF $646,662,159 FOR PURPOSES OF CALCULATING LINES 7, COLUMN(F). PART I, LINE 7, COLUMN(F) DESCRIPTION OF FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFITS AS PERCENTAGE OF TOTAL COSTS THE ORGANIZATION'S TOTAL COMMUNITY BENEFIT EXPENSE AS REPORTED ON PART I, LINE 7K, COLUMN(C) AS A PERCENTAGE OF TOTAL EXPENSE IS 33.87%, WHICH EXCEEDS THE AMOUNT REPORTED ON PART I, LINE 7K COLUMN(F) WHICH IS COMPUTED USING NET COMMUNITY BENEFIT EXPENSE. PART I, LINE 7(I) CASH AND IN-KIND CONTRIBUTIONS CHRISTUS SANTA ROSA HEALTH CARE CORPORATION MADE OVER $29,003,653 IN CASH AND IN-KIND CONTRIBUTIONS DURING FISCAL YEAR 2016. THE AFOREMENTIONeD AMOUNT IS DETERMINeD IN ACCORDANCE WITH REPORTING RULES FOR SCHEDULE H, WORKSHEET 8. AS SUCH THIS AMOUNT DIFFERS FROM GRANTS REPORTED AT FORM 990, SCHEDULE I, GRANTS AND OTHER ASSISTANCE TO ORGANIZATIONS, GOVERNMENTS, AND INDIVIDUALS AND PART IX, LINES 1 THROUGH 3 GRANTS AND OTHER ASSISTANCE. CHRISTUS HEALTH ESTABLISHED THE CHRISTUS FUND, A GRANT FUND TO PROVIDE RESOURCES TO NONPROFIT AGENCIES AND GROUPS WHOSE VISION, MISSION, AND GOALS ARE CONSISTENT WITH CHRISTUS HEALTH'S MISSION, VALUES AND PHILOSOPHY OF A HEALTHY COMMUNITY. CHRISTUS FUND GRANTS TOTALING $263,500 WERE DONATED BY CHRISTUS HEALTH TO NONPROFIT ORGANIZATIONS LOCATED IN THE COMMUNITY SERVED BY CHRISTUS SANTA ROSA HEALTH CARE CORPORATION. THE GRANT DOLLARS WERE USED TO SUPPORT PROGRAMS THAT PROMOTE THE HEALTH OF THE COMMUNITIES THAT CHRISTUS SANTA ROSA HEALTH CARE CORPORATION SERVES. ALL GRANTS MADE TO OUTSIDE ORGANIZATIONS THROUGH THE CHRISTUS FUND ARE MADE TO NONPROFIT ORGANIZATIONS THAT SUPPORT THE COMMUNITY. INDIGENT FUNDING EXPENSE OF $29,003,653 IS INCLUDED IN SCHEDULE H, PART I, LINE 7(I). PART I, LINE 7 LINE 7A: RATIO OF PATIENT CARE COST TO CHARGES BASED ON SCHEDULE H, WORKSHEET 2 LINE 7B: RATIO OF PATIENT CARE COST TO CHARGES BASED ON SCHEDULE H, WORKSHEET 2 LINE 7E: ACTUAL EXPENSES LESS ANY DIRECT OFFSETTING REVENUE LINE 7I: ACTUAL EXPENSE OF THE CONTRIBUTIONS PART II COMMUNITY BUILDING ACTIVITIES THE CHRISTUS HEALTH BOARD OF DIRECTORS APPROVED FUNDING OF A COMMUNITY DIRECT INVESTMENT (CDI) LOAN PROGRAM TO ENSURE THAT THE WORK OF SOCIAL ACCOUNTABILITY AND MORAL AND ETHICAL STEWARDSHIP CONTINUE 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 NONPROFIT ORGANIZATIONS AT TERMS NOT EXCEEDING MORE THAN FIVE YEARS. THE INCOME EARNED AT THE MARKET RATE LESS OUR LOAN RATE (FOREGONE INCOME) IS CONSIDERED A COMMUNITY BENEFIT FOR REPORTING PURPOSES. THE FOREGONE INTEREST FOR THE CHRISTUS SANTA ROSA REGION IN FISCAL YEAR ENDING JUNE 30, 2016 WAS $3,573. IN AN EFFORT TO MEET AND ADDRESS THE IDENTIFIED HEALTH CARE NEEDS IN THE COMMUNITIES IT SERVES, CHRISTUS SANTA ROSA HEALTH CARE CORPORATION PROVIDES ACCESS TO HEALTH CARE SERVICES THROUGH PROGRAMS AND LOCAL COMMUNITY PARTNERS AND SERVICE ORGANIZATIONS. THE CHRISTUS HEALTH ADVOCACY DEPARTMENT IS WORKING IN PARTNERSHIP WITH LOCAL, STATE AND FEDERAL POLICY MAKERS TO ENSURE ACTIVITIES AND PROGRAMS ARE IN PLACE THAT WILL ENHANCE PUBLIC HEALTH AND ADVANCE GENERAL KNOWLEDGE THROUGH IMPROVED ACCESS TO HEALTH SERVICES AND ADVANCE GENERAL KNOWLEDGE. DURING FY 2016, CHRISTUS HEALTH ADVOCATED FOR IMPROVING PUBLIC POLICIES BY WORKING TO ESTABLISH, AND IN SOME INSTANCES AUGMENT, GRASSROOTS ADVOCACY AND GREATER ACCESS TO HEALTHCARE SERVICES FOR THE CONSTITUENTS WE SERVE. THESE ARE SOME OF THE MAIN COMMUNITY BUILDING ACTIVITIES THAT ARE IMPROVING ACCESS TO HEALTH SERVICES, ENHANCING PUBLIC HEALTH, AND ADVANCING KNOWLEDGE. PART III, SECTION A, LINE 1 BAD DEBT REPORTING IN ACCORDANCE WITH HFMA STATEMENT 15 CHRISTUS HEALTH FOLLOWS IN PRINCIPLE HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT NO. 15. THE SYSTEM HAS ADOPTED AN UNCOMPENSATED CARE POLICY WHERE REVENUE FROM SERVICES PROVIDED TO THE UNINSURED IS RECOGNIZED AT THE TIME OF PAYMENT, RATHER THAN AT THE TIME OF SERVICE. THIS POLICY IS THE RESULT OF A LACK OF REASONABLE ASSURANCE OF COLLECTION FOR SERVICES PROVIDED TO THE UNINSURED DUE TO THE SYSTEM'S HISTORICALLY LOW COLLECTION RATE. MANAGEMENT HAS ESTIMATED THAT THE DIFFERENCE BETWEEN RECORDING REVENUE FROM THE UNINSURED ON A CASH BASIS, RATHER THAN THE ACCRUAL BASIS, IS IMMATERIAL. ACCORDINGLY, ALL ACCOUNTS RECEIVABLE FROM THE UNINSURED HAVE BEEN FULLY RESERVED IN THE ALLOWANCE FOR UNCOMPENSATED CARE. PART III, SECTION A, LINE 2 METHODOLOGY USED IN DETERMINING BAD DEBT THE ORGANIZATION'S TOTAL BAD DEBT EXPENSE (TOTAL OF ALL HOSPITAL FACILITIES) IS IN ACCORDANCE WITH THE ORGANIZATION'S FINANCIAL STATEMENTS, WHICH IS COMPUTED AS BAD DEBT NET OF CONTRACTUAL ALLOWANCE, PAYMENTS RECEIVED AND RECOVERIES OF BAD DEBT PREVIOUSLY WRITTEN OFF. PART III, SECTION A, LINE 3 ESTIMATE OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER ORGANIZATION'S CHARITY CARE POLICY THE FILING ORGANIZATION RECOGNIZES THAT SOME PATIENTS ARE UNABLE OR UNWILLING TO SEEK FINANCIAL ASSISTANCE DUE TO BARRIERS SUCH AS EDUCATIONAL LEVEL, LITERACY, DOCUMENTATION REQUIREMENTS, OR BEING INTIMIDATED BY THE APPLICATION PROCESS. IN ORDER TO ESTIMATE THE AMOUNT OF THE ORGANIZATION'S BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS WHO MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE BUT HAVE NOT SUBMITTED AN APPLICATION, THE ORGANIZATION ENGAGED PARO DECISION SUPPORT, LLC. PARO CHARITY SCORE IS DESIGNED TO IDENTIFY PATIENTS THAT LIKELY QUALIFY FOR FINANCIAL ASSISTANCE BASED ON A PREDICTIVE MODEL AND OTHER FINANCIAL AND ASSET ESTIMATES FOR THE PATIENT DERIVED FROM PUBLIC RECORD SOURCES. IN ORDER TO ASSESS THE BAD DEBT ACCOUNTS THAT WOULD LIKELY QUALIFY FOR CHARITY CARE, THE FOLLOWING CRITERIA WERE ESTABLISHED BASED ON AN ANALYSIS OF HISTORICAL DATA OF CHRISTUS HEALTH AND ITS RELATED ORGANIZATIONS: 1. PARO SCORE OF LESS THAN OR EQUAL TO 586, WHICH IS A PREDICTOR DEFINING THE LIKELY SOCIOECONOMIC CONDITIONS FOR THE PATIENT; 2. ESTIMATED FEDERAL POVERTY LEVEL OF LESS THAN OR EQUAL TO 226%, WHICH IS BASED ON ESTIMATED HOUSEHOLD SIZE AND HOUSEHOLD ESTIMATED INCOME; AND 3. THIRD PARTY DATA AVAILABLE ON PATIENT ACCOUNTS WHICH INDICATE THAT THE PATIENT IS NOT A HOMEOWNER OR A PROBABLE HOMEOWNER. FOR THE FISCAL YEAR ENDING JUNE 30, 2011, THE ORGANIZATION REPORTED THAT 30% OF BAD DEBT EXPENSES WERE ATTRIBUTABLE TO PATIENTS WHO MAY HAVE BEEN ELIGIBLE FOR FINANCIAL ASSISTANCE BUT WERE NOT RESPONSIVE TO THE APPLICATION PROCESS EXISTING AT THAT TIME. THIS FIGURE WAS BASED ON THE PARO ANALYSIS AND ESTIMATES OF PATIENTS' FINANCIAL NEEDS THAT EXAMINED WHETHER PATIENTS WERE CHARACTERISTIC OF OTHERS WHO HISTORICALLY QUALIFIED FOR ASSISTANCE UNDER THE TRADITIONAL APPLICATION PROCESS. THE PRESUMPTIVE CHARITY CARE ANALYSIS PERFORMED FOR THE PRIOR FISCAL YEAR DETERMINED A BENCHMARK OF BAD DEBT ACCOUNTS IN THE CHRISTUS HEALTH SYSTEM THAT LACKED THE INFORMATION TO QUALIFY FOR CHARITY CARE UNDER THE FILING ORGANIZATION'S CUSTOMARY PROCESS BUT WOULD HAVE LIKELY QUALIFIED FOR ASSISTANCE. DURING THE FISCAL YEAR ENDING JUNE 30, 2016, THE ORGANIZATION UTILIZED THE PARO SCORE TO IDENTIFY THE ACCOUNTS OF INDIVIDUAL PATIENTS THAT WERE LIKELY ELIGIBLE FOR FINANCIAL ASSISTANCE DESPITE HAVING NOT COMPLETED AN APPLICATION, AND SUCH ANALYSIS DETERMINED THAT 24.96% OF SUCH ACCOUNTS WERE LIKELY ELIGIBLE FOR FINANCIAL ASSISTANCE. THE ORGANIZATION GRANTED PRESUMPTIVE ELIGIBILITY FOR THESE ACCOUNTS AND THEY WERE RECLASSIFIED UNDER OUR FINANCIAL ASSISTANCE POLICY. THESE AMOUNTS WERE NOT REPORTED AS BAD DEBT. THE AMOUNT REPORTED ON SCHEDULE H, PART III, LINE 3 IS THE DIFFERENCE BETWEEN THE PRESUMPTIVE CHARITY CARE BENCHMARK ESTABLISHED IN THE FISCAL YEAR ENDING JUNE 30, 2011 AND THE AGGREGATE OF INDIVIDUAL ACCOUNTS FOR WHICH THE ORGANIZATION GRANTED PRESUMPTIVE ELIGIBILITY IN THE FISCAL YEAR ENDING JUNE 30, 2016. THUS, THE ORGANIZATION ESTIMATES THAT ONLY 24.96% OF THE BAD DEBT EXPENSES IN FISCAL YEAR ENDING JUNE 30, 2016 ARE ATTRIBUTABLE TO PATIENTS WHO WOULD LIKELY HAVE QUALIFIED FOR FINANCIAL ASSISTANCE. IT IS IMPORTANT TO NOTE THAT THE FIGURE CALCULATED FOR FISCAL YEAR ENDING JUNE 30, 2011 WAS ESTIMATED AND NOT EXACT, AND THEREFORE THE DIFFERENCE BETWEEN THE AMOUNTS QUALIFIED AS PRESUMPTIVE CHARITY CARE IN ANY FISCAL YEAR MAY VARY FROM THE BENCHMARK ESTABLISHED IN FISCAL YEAR ENDING JUNE 30, 2011. PART III, SECTION A, LINE 4 BAD DEBT EXPENSE FOOTNOTE THE FOOTNOTE TO THE CHRISTUS HEALTH CONSOLIDATED FINANCIAL STATEMENTS SAYS, "THE PREPARATION OF THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES (US GAAP) REQUIRES MANAGEMENT OF THE SYSTEM TO MAKE ASSUMPTIONS, ESTIMATES, AND JUDGMENTS THAT AFFECT THE AMOUNTS REPORTED IN THE FINANCIAL STATEMENTS, INCLUDING THE NOTES THERETO, AND RELATED DISCLOSURES OF COMMITMENTS AND CONTINGENCIES, IF ANY. THE SYSTEM CONSIDERS CRITICAL ACCOUNTING POLICIES TO BE THOSE THAT REQUIRE MORE SIGNIFICANT JUDGMENTS AND ESTIMATES IN THE PREPARATION OF ITS FINANCIAL STATEMENTS, INCLUDING THE FOLLOWING: RECOGNITION OF NET PATIENT SERVICE REVENUES, WHICH INCLUDE CONTRACTUAL ALLOWANCES AND THE PROVISION FOR BAD DEBT; ESTIMATES FOR REIMBURSEMENT UNDER THE UPPER PAYMENT LIMIT, DISPROPORTIONATE SHARE AND MEDICAID 1115 WAIVER PROGRAMS; RESERVES FOR LOSSES AND EXPENSES RELATED TO HEALTH CARE PROFESSIONAL AND GENERAL LIABILITIES; ACCRUALS FOR CLAIMS INCURRED BUT NOT YET REPORTED RELATED TO THE SYSTEM'S HEALTH PLANS; DETERMINATION OF FAIR VALUES OF CERTAIN FINANCIAL INSTRUMENTS; DETERMINATION OF FAIR VALUE OF CERTAIN GOODWILL AND LONG-LIVED ASSETS, INCLUDING ASSETS ACQUIRED; AND RISKS AND ASSUMPTIONS FOR MEASUREMENT OF PENSION AND RETIREE MEDICAL LIABILITIES. MANAGEMENT RELIES ON HISTORICAL EXPERIENCE AND ON OTHER ASSUMPTIONS BELIEVED TO BE REASONABLE UNDER THE CIRCUMSTANCES IN MAKING ITS JUDGMENT AND ESTIMATES. ACTUAL RESULTS COULD DIFFER MATERIALLY FROM THESE ESTIMATES." PART III, SECTION B, LINE 8 EXTENT TO WHICH SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT COSTING METHODOLOGY THE SHORTFALL ON PART III, LINE 7 IS NOT COUNTED AS A COMMUNITY BENEFIT. THE AMOUNT ON SCHEDULE H, PART III, LINE 6 IS DETERMINED BY CALCULATING MEDICARE ALLOWABLE COSTS USING WORKSHEET A OF THE MEDICARE COST REPORT. WORKSHEET A OF THE MEDICARE COST REPORT REQUIRES THE ORGANIZATION TO REMOVE NON-ALLOWABLE EXPENSES FROM TOTAL EXPENSES VIA THE ADJUSTMENTS TO EXPENSES WORKSHEETS WITHIN THE MEDICARE COST REPORT. THE AMOUNT REPORTED ON SCHEDULE H, PART III, LINE 6 DOES NOT TAKE INTO ACCOUNT ALL COSTS INCURRED BY THE FILING ORGANIZATION ASSOCIATED WITH THE FILING ORGANIZATION'S PROVISIONS OF SERVICES TO MEDICARE PATIENTS. SCHEDULE H, PART III, LINE 7 WOULD EQUAL A SHORTFALL OF ($16,612,804) IF TOTAL EXPENSES ALLOCABLE TO MEDICARE SERVICES WERE SUBSTITUTED ON SCHEDULE H, PART III, LINE 6. PART III, SECTION C, LINE 9B COLLECTION POLICY IT IS THE POLICY OF THE ORGANIZATION TO PURSUE COLLECTIONS OF PATIENT BALANCES FROM PATIENTS WHO HAVE THE ABILITY TO PAY FOR THESE SERVICES. CHRISTUS HEALTH APPLIES ITS COLLECTION EFFORTS CONSISTENTLY AND FAIRLY TO ALL PATIENTS REGARDLESS OF INSURANCE. IF A PATIENT DOES NOT HAVE THE FINANCIAL RESOURCES TO PAY THEIR OUTSTANDING BALANCES, THE GOAL OF THE ORGANIZATION IS TO QUALIFY THESE PATIENTS THROUGH THE ORGANIZATION'S CHARITY POLICY OR SCREEN THE PATIENTS THROUGH ORGANIZATION'S PRESUMPTIVE CHARITY TESTS. IF THE PATIENT QUALIFIES UNDER EITHER POLICY THE ACCOUNT WILL BE WRITTEN OFF BASED UPON LEVEL OF QUALIFICATION. THESE POLICIES SUPPORT THE MISSION AND VISION OF THE ORGANIZATION AND ARE APPROVED BY SENIOR LEADERSHIP. PART VI, LINE 2 NEEDS ASSESSMENT THE CHRISTUS SANTA ROSA HEALTH CARE CORPORATION FY 2016 COMMUNITY BENEFITS PLAN IS BASED ON THE COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA")CONDUCTED BY THE BEXAR COUNTY COMMUNITY HEALTH COLLABORATIVE ("HEALTH COLLABORATIVE") IN FY 2010. RESULTS WERE SHARED WITH THE CITY AND COUNTY OFFICIALS IN FEBRUARY OF 2012. IN ADDITION TO THE COMMUNITY HEALTH NEEDS ASSESSMENT CONDUCTED BY THE HEALTH COLLABORATIVE, CHRISTUS SANTA ROSA HEALTH CARE CORPORATION SUPPORTED THE 2008 COMAL COUNTY ASSESSMENT SOCIAL AND ENVIRONMENTAL DETERMINANTS OF WELL-BEING. THE COMMUNITY HEALTH PRIORITIES SET FORTH BY CHRISTUS SANTA ROSA HEALTH CARE CORPORATION ARE BASED ON REVIEW AND ANALYSIS OF THESE REPORTS AND ANALYSIS OF HEALTH ISSUES IDENTIFIED AT EACH SANTA ROSA HOSPITAL. THE COMMUNITY IS DEFINED AS RESIDENTS OF BEXAR COUNTY AND COMAL COUNTY. WITHIN BEXAR COUNTY, 10 ZIP CODES WERE IDENTIFIED THAT ARE CONSIDERED AREAS OF HIGH RISK AND UNRESOLVED ONGOING PUBLIC HEALTH PROBLEMS. COMMUNITY DELIVERY WILL CONTINUE TO FOCUS ON THE UNINSURED POPULATION WITH ADDED EMPHASIS ON CHRONIC ILLNESS. SERVICES ARE BASED ON BEST PRACTICES DEVELOPMENT AND IMPLEMENTATION BASED ON COMMUNITY HEALTH SERVICES. THE HEALTH COLLABORATIVE IS A CONSORTIUM OF ORGANIZATIONS JOINED TOGETHER TO PRIORITIZE AND ADDRESS SIGNIFICANT COMMUNITY HEALTH ISSUES. MEMBERS OF THE HEALTH COLLABORATIVE INCLUDE CHRISTUS SANTA ROSA HEALTH CARE CORPORATION, BAPTIST HEALTH SYSTEM, METHODIST HEALTHCARE SYSTEM, UNIVERSITY HEALTH SYSTEM, COMMUNITY FIRST HEALTH PLANS, METHODIST HEALTHCARE MINISTRIES, SAMHD, AND THE YMCA OF GREATER SAN ANTONIO. THE HEALTH COLLABORATIVE TOGETHER WITH OTHER PARTNERS COMMISSIONED THE BEXAR COUNTY CHNA IN 1998, 2002, 2006, 2010. THE 2010 HEALTH COLLABORATIVE CHNA WAS CONDUCTED AND IS BEING RELEASED IN A 3-PHASE FORMAT. PHASE I OF THE ASSESSMENT RELIES ON TRADITIONAL PUBLIC HEALTH SOURCES TO CONSTRUCT OUTCOME INDICATORS OF COMMUNITY HEALTH. THESE FINDINGS ARE LABELED AS HEALTH OUTCOMES. PHASE 2 RELIES ON THE BEXAR COUNTY COMPONENT OF THE BEHAVIOR RISK FACTOR SURVEILLANCE SYSTEM (BRFSS) ADMINISTERED BY THE CENTERS FOR DISEASE CONTROL (CDC) AND OTHER SOURCES OF INFORMATION THAT PERTAIN TO THE COUNTY. INDICATORS OF BEHAVIORS THAT PROMOTE GOOD HEALTH OUTCOMES AND THAT ELEVATE THE RISK OF POOR HEALTH OUTCOMES ARE INCLUDED IN PHASE 2 AND ARE LABELED AS HEALTH BEHAVIORS. IN ADDITION TO THE DATA COLLECTION, CHRISTUS SANTA ROSA HEALTH CORPORATION PARTICIPATED IN 12 COMMUNITY FOCUS GROUP MEETINGS AND TWO NEIGHBORHOOD MEETINGS TO ALLOW RESIDENTS TO PROVIDE INSIGHT INTO THEIR COMMUNITIES. PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE CHRISTUS SANTA ROSA HEALTH CARE CORPORATION MAKES EVERY EFFORT TO EDUCATE PATIENTS ON ITS CHARITY AND DISCOUNT POLICY AND ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS DURING REGISTRATION, PRE REGISTRATION (FOR SCHEDULED TESTS AND SURGERIES), POST REGISTRATION (DURING THEIR HOSPITALIZATION) AND FOLLOWING DISCHARGE (TELEPHONE OR WRITTEN INQUIRY) IN LANGUAGES APPROPRIATE FOR THE POPULATION BEING SERVED. PATIENTS ARE GIVEN INFORMATION AND FORMS BY A FINANCIAL COUNSELOR WHO HELPS THEM COMPLETE THE FORMS DURING THEIR INPATIENT AND OUTPATIENT VISITS. PATIENTS ARE ASKED TO BRING OR MAIL SUPPORTING DOCUMENTATION TO DETERMINE INCOME, ASSETS AND HOUSEHOLD EXPENSES. THE BUSINESS OFFICE REVIEWS THE APPLICATION BASED ON THE INFORMATION PROVIDED BY THE PATIENT. IF THE PATIENT QUALIFIES FOR CHARITY CARE OR A DISCOUNT, A NEW BILL IS GENERATED. PATIENTS WHO DO NOT PROVIDE THE REQUIRED DOCUMENTATION ARE CONSIDERED INELIGIBLE AND ARE BILLED ACCORDINGLY. IF THE DOCUMENTATION IS PROVIDED AT A LATER TIME, THE PATIENT MAY THEN BE DETERMINED TO BE ELIGIBLE FOR CHARITY CARE OR A DISCOUNT. DOCUMENTATION IS RETAINED BY THE BILLING OFFICE FOR SEVEN YEARS. A PUBLIC NOTICE REGARDING THE CHARITY CARE POLICY IS POSTED IN PROMINENT PLACES THROUGHOUT THE HOSPITALS, INCLUDING BUT NOT LIMITED TO THE EMERGENCY ROOM WAITING AREAS AND THE ADMISSIONS OFFICE WAITING AREAS, AS REQUIRED BY BOTH THE STATE OF TEXAS COMMUNITY BENEFIT STANDARD (WHICH ADDRESSES THE DUTIES AND RESPONSIBILITIES OF NONPROFIT HOSPITALS) AND CHRISTUS HEALTH COMMUNITY BENEFIT GUIDELINES #050. IN ADDITION, A PUBLIC NOTICE REGARDING THE CHARITY CARE POLICY AND INFORMATION ON FINANCIAL ASSISTANCE ARE ALSO POSTED ON THE CHRISTUS HEALTH WEBSITE. THE INFORMATION ON FINANCIAL ASSISTANCE INCLUDES EXPLANATIONS ON THE AVAILABILITY OF FINANCIAL ASSISTANCE, WHO QUALIFIES, AND HOW TO APPLY FOR FINANCIAL ASSISTANCE. PART VI, LINE 4 COMMUNITY INFORMATION CHRISTUS SANTA ROSA HEALTH CARE CORPORATION IS HEADQUARTERED IN SAN ANTONIO, TEXAS, IN THE SOUTH CENTRAL AREA OF THE STATE. IT HAS FIVE HOSPITAL CAMPUSES. IT SERVICES THE SOUTHWESTERN BORDER OF TEXAS AND INTO THE CENTRAL TEXAS HILL COUNTRY. THE AREA COMPRISES A POPULATION OF MORE THAN 2.6 MILLION INDIVIDUALS. THE POPULATION CONSISTS OF 55% HISPANIC AND 36% CAUCASIAN. THE MEDIAN INCOME FOR THE CITY OF SAN ANTONIO IS $60,799, AND HIGH SCHOOL GRADUATES REPRESENT 26% OF THE POPULATION. PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH CHRISTUS SANTA ROSA HEALTH CARE CORPORATION PROVIDES A FULL RANGE OF INPATIENT AND OUTPATIENT SERVICES TO THE PEOPLE FROM THE COMMUNITIES IT SERVES. IT CONDUCTS ITS ACTIVITIES AND ITS HEALTH CARE PURPOSE WITHOUT REGARD TO RACE, COLOR, CREED, RELIGION, GENDER, ORIENTATION, DISABILITY, AGE OR NATIONAL ORIGIN. ONE OF THE TOP HEALTH CARE ORGANIZATIONS IN SOUTH TEXAS, CHRISTUS SANTA ROSA HEALTH CARE CORPORATION HAS FIVE HOSPITAL CAMPUSES: (1) CHRISTUS SANTA ROSA MEDICAL CENTER, LOCATED IN THE SOUTH TEXAS MEDICAL CENTER; (2) CHILDREN'S HOSPITAL OF SAN ANTONIO, LOCATED IN DOWNTOWN SAN ANTONIO; (3) CHRISTUS SANTA ROSA -WESTOVER HILLS IN THE WESTOVER HILLS AREA OF SAN ANTONIO; (4) CHRISTUS SANTA ROSA ALAMO HEIGHTS; AND (5) CHRISTUS SANTA ROSA NEW BRAUNFELS, LOCATED IN NEW BRAUNFELS, TEXAS. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION'S OTHER HEALTH FACILITIES INCLUDE CHRISTUS SANTA ROSA FAMILY HEALTH CENTER, A CLINICAL OUTPATIENT CARE ORGANIZATION WHICH SERVES AS A LEVEL 3 CERTIFIED PATIENT CENTERED MEDICAL HOME AND AS A HOSPITAL-BASED ACADEMIC TRAINING PROGRAM FOR 21 FAMILY MEDICINE RESIDENTS. IN ADDITION, THE ORGANIZATION OWNS A MAJORITY INTEREST IN CHRISTUS SANTA ROSA PHYSICIANS AMBULATORY SURGERY CENTER-NEW BRAUNFELS, A JOINT VENTURE WITH NEARLY 150 PHYSICIANS AND A MAJORITY INTEREST IN CHRISTUS SANTA ROSA PHYSICIANS AMBULATORY SURGERY CENTERS-SAN ANTONIO, WHICH HAS 3 LOCATIONS. THE ORGANIZATION ALSO OWNS A PARTIAL INTEREST IN NEW BRAUNFELS SURGICAL CENTER, LLC. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION IS ALSO A PARTNER OF MCKENNA EQUIPMENT LEASING, LP, WHICH PROVIDES MEDICAL EQUIPMENT LEASING SERVICES. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION IS ALSO ONE OF THE COLLABORATING PARTNERS IN BEXAR COUNTY CLINICAL SERVICES, INC. WHICH PROVIDE PHYSICIAN AND OTHER HEALTH CARE SERVICES TO MEDICAID AND INDIGENT PATIENTS. EACH OF THE FACILITIES OF CHRISTUS SANTA ROSA SHARES ONE OBJECTIVE - TO LEAD THE WAY TO A HEALTHIER COMMUNITY. EACH OF THE FIVE HOSPITALS OF CHRISTUS SANTA ROSA HEALTH CARE CORPORATION PROVIDES A 24 HOUR EMERGENCY ROOM THAT IS OPEN TO SERVE ALL THOSE IN NEED OF EMERGENCY CARE, REGARDLESS OF ABILITY TO PAY. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION WORKS TO FACILITATE AND STRENGTHEN ACCESSIBILITY OF QUALITY COMPREHENSIVE HEALTH CARE SERVICES FOR ALL, PARTICULARLY THE VULNERABLE AND UNDERSERVED POPULATIONS. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION ALSO SUPPORTS MANY LOCAL COMMUNITY HEALTH SERVICES, OFFERING CONVENIENT LOCATIONS FOR PRIMARY CARE THROUGH FAMILY HEALTH CLINICS AND MOBILE HEALTH CLINICS. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION OFFERS SERVICES SUCH AS: COMPREHENSIVE PEDIATRIC CARE, INCLUDING A NEONATAL INTENSIVE CARE UNIT, A 45-BED, LEVEL III C NURSERY PROVIDING BOTH INTENSIVE AND INTERMEDIATE CARE TO CRITICALLY ILL INFANTS REQUIRING MEDICAL AND/OR SURGICAL INTERVENTIONS SUCH AS THE NEONATAL ECMO PROGRAM THAT PROVIDES VENO-VENOUS OR VENO-ARTERIAL EXTRACORPOREAL LIFE SUPPORT FOR UP TO TWO INFANTS IN THE NICU; THE TITANIUM RIB IMPLANT PROGRAM; THE CHRISTUS TRANSPLANT INSTITUTE (CTI); AND A WOUND CARE AND HYPERBARIC CENTER. IN ADDITION, WE OFFER THE FOLLOWING: CARDIAC CARE THAT IS NATIONALLY CERTIFIED BY THE AMERICAN ASSOCIATION OF CARDIOVASCULAR AND PULMONARY REHABILITATION (AACVPR) AND ACCREDITED AS A CHEST PAIN CENTER WITH PERCUTANEOUS CORONARY INTERVENTION (PCI) DESIGNATION FROM THE SOCIETY OF CHEST PAIN CENTERS (SCPC); A COMPREHENSIVE CANCER PROGRAM; COMPLETE OBSTETRICAL AND NEWBORN SERVICES; SURGICAL UNITS; A DIABETES CARE PROGRAM; AND STATE-OF-THE-ART MEDICAL CARE FOR CHILDREN WITH AN ARRAY OF SPECIALTY SERVICES AND ORTHOPEDIC SERVICES. WE ALSO OFFER REHABILITATION TREATMENT FOR THOSE WHO HAVE EXPERIENCED A STROKE, A SPINAL CORD INJURY, CLOSED HEAD INJURIES AND MORE. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION COLLABORATES WITH COMMUNITIES, CHURCHES, AND OTHER HEALTH CARE ORGANIZATIONS TO PROVIDE COMPREHENSIVE AND ACCESSIBLE HEALTH CARE SERVICES AND PROACTIVE HEALTH CARE PROGRAMS. THE HEALTH COLLABORATIVE'S (AS DEFINED IN SCHEDULE H, PART VI, QUESTION 2) EXISTING PRIORITIES OF FITNESS AND NUTRITION, AS THEY RELATE TO DIABETES AND OBESITY, WILL CONTINUE TO BE ADDRESSED THROUGH THE CHRONIC CARE MANAGEMENT FOR CHILDREN AND ADULTS AS WELL AS PREVENTATIVE CARE AND HEALTH EDUCATION THROUGH COLLABORATIVE RELATIONSHIPS WITH SCHOOL DISTRICTS. THE CHRISTUS SANTA ROSA HEALTH CARE CORPORATION COMMUNITY BENEFIT PLAN ("THE PLAN") SUPPORTS THE INITIATIVES OF THE HEALTH COLLABORATIVE. THE PLAN FOCUSES ON COMMUNITY INITIATIVES THAT CAN IMPACT FAMILY MEMBERS OF ALL AGES WITH DIABETES, HEART DISEASE, OBESITY AND CANCER. THESE INITIATIVES ARE PROVIDED THROUGH A PEDIATRIC MOBILE CLINIC, SCHOOL-BASED HEALTH CENTERS, COMMUNITY HEALTH WORKER PROGRAMS AND DIABETES EDUCATION PROGRAMS. THE PLAN INCLUDES THE WORK PERFORMED AT THE CENTER FOR MIRACLES WHICH IS DEDICATED TO PROVIDING FREE SERVICES FOR ABUSED/NEGLECTED CHILDREN AND THEIR AFFECTED FAMILY MEMBERS. OTHER EFFORTS ARE TO PROVIDE APPLICATION ASSISTANCE TO MEDICAID/CHIP PATIENTS TO ENSURE HEALTH CARE OPPORTUNITIES ARE OFFERED TO WOMEN AND CHILDREN. WOMEN, INFANT AND CHILDREN (WIC) SERVICES PROVIDE NUTRITION/BREASTFEEDING EDUCATION AND FOOD VOUCHERS TO HELP DECREASE THE INCIDENCE OF LOW BIRTH WEIGHT INFANTS AND IMPROVE INFANT MORTALITY RATES IN BEXAR COUNTY. CHRISTUS HEALTH REINVESTS ALL SURPLUS FUNDS BACK INTO THE COMMUNITIES IT SERVES THROUGH EXPANDED HEALTH SERVICES, NEW TECHNOLOGIES, AND BETTER FACILITIES. AS A NOT FOR PROFIT ORGANIZATION AND AS PART OF CHRISTUS HEALTH, A REGIONAL GOVERNING BOARD COMPRISED LARGELY OF INDEPENDENT COMMUNITY MEMBERS REPRESENTING THE MAKEUP OF THE AREA WE SERVE GUIDES CHRISTUS SANTA ROSA HEALTH CARE CORPORATION. WE ARE PRIVILEGED TO HAVE AN OPEN MEDICAL STAFF COMPRISED OF QUALIFIED PHYSICIANS WHO WORK WITH US TO PROVIDE CARE TO OUR COMMUNITIES. ALL QUALIFIED PHYSICIANS WHO ARE GRANTED PRIVILEGES TO SERVE WITH US IN OUR HOSPITALS MUST UNDERGO A THOROUGH AND COMPREHENSIVE CREDENTIALING AND ORIENTATION PROCESS. ICAL EXPERIENCE AND OTHER EDUCATION FOR ALL PERSONS EMPLOYED AND AFFILIATED WITH CHRISTUS SANTA ROSA HEALTH CARE CORPORATION ARE REQUIRED TO COMPLETE ANNUAL CONFLICT OF INTEREST STATEMENTS. PART VI, LINE 6 AFFILIATED HEALTH CARE SYSTEM CHRISTUS SANTA ROSA HEALTH CARE CORPORATION IS PART OF CHRISTUS HEALTH, AN INTERNATIONAL, CATHOLIC, FAITH BASED, NONPROFIT HEALTH SYSTEM COMPRISED OF ALMOST 350 SERVICES AND FACILITIES INCLUDING MORE THAN 60 HOSPITALS AND LONG TERM CARE FACILITIES, 175 CLINICS AND OUTPATIENT CENTERS, AND OTHER COMMUNITY HEALTH MINISTRIES AND COMMUNITY DEVELOPMENT VENTURES. CHRISTUS SERVICES CAN BE FOUND IN THE STATES OF ARKANSAS, GEORGIA, IOWA, LOUISIANA, NEW MEXICO, TEXAS, AND INTERNATIONALLY IN MEXICO AND CHILE. A COMMON MISSION, CORE VALUES, AND VISION UNITE THE HEALTH SYSTEM. EACH REGION, INCLUDING CHRISTUS SANTA ROSA HEALTH CARE CORPORATION, DEVELOPS FIVE-YEAR AND TEN-YEAR STRATEGIC PLANS THAT HELP SET THE YEARLY OPERATIONAL PLANS AND BUDGETS. REGIONAL STRATEGIC GOALS ARE SET IN COLLABORATION WITH CHRISTUS HEALTH AND INCLUDE METRICS THAT WILL BE USED TO MEASURE COMMUNITY BENEFIT, CLINICAL OUTCOMES, PATIENT SATISFACTION, AND ASSOCIATE ENGAGEMENT. CHRISTUS HEALTH PROVIDES UPDATED MARKET, DEMOGRAPHICS, AND HEALTH INDICATOR DATA ON AN ANNUAL BASIS. THE DATA SUPPLIED FROM CHRISTUS HEALTH ALONG WITH THE SYSTEM WIDE STRATEGIC INITIATIVES ARE CONSISTENT WITH THE COMMUNITY NEEDS ASSESSMENT OF THE REGION. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION, IN TURN, PARTNERS WITH OTHER NONPROFIT GROUPS (CHURCHES, HEALTH CARE PROVIDERS, AND GOVERNMENT AGENCIES) TO CREATE COLLABORATIONS WHERE HEALTH NEEDS CAN BE ADDRESSED AND THE GENERAL HEALTH OF INDIVIDUALS AND THE COMMUNITY IS IMPROVED. PART VI, LINE 7 COMMUNITY BENEFIT REPORT A COMMUNITY BENEFIT REPORT IS FILED FOR THE STATE OF TEXAS IN THE FORM OF THE ANNUAL STATEMENT OF COMMUNITY BENEFITS STANDARD (ASCBS) FORM AS REQUIRED BY THE HEALTH AND SAFETY CODE, SECTIONS 311.045 AND 311.046. THE CODE REQUIRES NONPROFIT HOSPITALS TO FILE THE ASCBS FORM AND ANNUAL REPORT OF THE COMMUNITY BENEFITS PLAN WITH THE TEXAS DEPARTMENT OF STATE HEALTH SERVICES (DSHS). THE 2012 ASCBS FORM IS EXPANDED TO COLLECT THE INFORMATION ON CHARITY CARE POLICIES AND COMMUNITY BENEFITS IN A STANDARDIZED FORMAT. ALL CHRISTUS HEALTH ENTITIES INCLUDING FACILITIES LOCATED IN STATES THAT DO NOT REQUIRE ANNUAL COMMUNITY BENEFIT REPORTING (I.E., LOUISIANA, AND NEW MEXICO), FOLLOW THE SAME REPORTING RULES AS OUTLINED IN THE CATHOLIC HEALTH ASSOCIATION GUIDE TO PLANNING AND REPORTING COMMUNITY BENEFIT, COPYRIGHT 2008. TOTAL COMMUNITY BENEFIT FOR CHRISTUS HEALTH IS ALSO REPORTED IN THE ANNUAL REPORT PREPARED AND DISTRIBUTED BY THE SYSTEM OFFICE. STATE FILING OF COMMUNITY BENEFIT REPORT: TX true BEXAR COUNTY CLINICAL SERVICES 1 29642311 INDIGENT CARe DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS FORM 990, SCHEDULE I, PART I, LINE 2 THE ORGANIZATION FOLLOWS CHRISTUS HEALTH MANAGEMENT DIRECTIVE NO. 0006, "CONTRIBUTIONS/DONATIONS TO OTHER ORGANIZATIONS". BEFORE ANY DONATION IS MADE, TWO CRITERIA ARE ADDRESSED: (1) ORGANIZATION TEST AND (2) IRS TEST. THE ORGANIZATION TEST ENSURES THAT DONATIONS ARE EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, EDUCATIONAL, AND RELIGIOUS PURPOSES, AND IN FURTHERANCE OF OUR PURPOSE OF SUPPORTING THE HEALING MINISTRY OF JESUS CHRIST AND ADVANCING, PROMOTING, AND SUPPORTING THE HEALTHCARE MINISTRIES OF THE SPONSORING CONGREGATIONS. CONTRIBUTIONS CAN BE MADE TO SUPPORT CHRISTUS SYSTEM MEMBERS AND TO OTHER QUALIFYING TAX-EXEMPT ORGANIZATIONS, PARTICULARLY THOSE DESIGNED TO SUPPORT AND BENEFIT THE POOR AND UNDERSERVED. THE ORGANIZATION CONSIDERED FOR DONATIONS MUST BE AN IRS SECTION 501(C)(3) ORGANIZATION AND DOCUMENTATION TO THAT EFFECT OBTAINED. TO SATISFY THE IRS TEST CONTRIBUTIONS GIVEN MUST BE DEDICATED TO ACHIEVING CHARITABLE PURPOSES NOT FOR PERSONAL BENEFIT BUT FOR PUBLIC BENEFIT. CONTRIBUTIONS ARE PROHIBITED TO ORGANIZATIONS THAT CONTRIBUTE TO POLITICAL CAMPAIGNS, CANDIDATES FOR OFFICE, OR CONDUCT MORE THAN INCIDENTAL LOBBYING. DOCUMENTATION MUST SUPPORT HOW THE DONATION MEETS ORGANIZATIONAL PURPOSES AND FURTHERANCE OF MISSION. DONATIONS SHOULD BE MODEST IN SCOPE. THE FILING ORGANIZATION PROVIDES INDIGENT FUNDING GRANTS TO THE COUNTIES IN WHICH IT SERVES VIA GRANTS PAID TO OTHER HOSPITALS AND HEALTHCARE ORGANIZATIONS LOCATED WITHIN SUCH COUNTIES. THIS CHARITABLE DONATION HELPS RELIEVE THE ADDITIONAL EXPENSE OF HEALTHCARE FOR THE INDIGENT POPULATION WITHIN OUR COMMUNITIES THAT THE FILING ORGANIZATION MAY NOT DIRECTLY SERVE IN ONE OF ITS HOSPITALS. THIS IS A RESULT OF OUR MISSION TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST, ESPECIALLY TO THE POOR AND UNDERSERVED. X true true false true false false false false false false false Jeffrey Bourgeois President-CSRHS Westover Hills 295399 13779 108463 66872 0 9132 0 493645 0 108463 0 Gina Anderson VP-Finance Westover Hills 166673 3218 20524 6135 0 11704 0 208254 0 0 0 Chris Bowe President-CSRHS Westover Hills 312093 15844 397 0 0 26721 0 355055 0 0 0 Angela Lambert Chief Nsg Ofcr Medical Center 185902 8801 23829 52997 0 15060 0 286589 0 23698 0 David Mier CFO-Childrens Hospital of SA 170658 0 0 0 4806 0 7103 0 2544 0 185111 0 0 0 Elias Neujahr President Childrens Hospital 315006 12594 621 18000 0 28141 0 374362 0 0 0 Ken Haynes President/CEO 477112 0 29492 0 196 0 84983 0 30383 0 622166 0 0 0 Linda Kirks CFO 318786 0 13163 0 100 0 59799 0 31438 0 423286 0 0 0 Cary Fox CAO 445254 20694 86605 0 9493 0 562046 0 0 0 James Martin md VP-Medical Affairs 465641 21863 88675 0 15918 0 592097 0 0 0 Patricia Toney VP/Chief Nurse Executive 269562 15150 49421 67055 0 13979 0 415167 0 49290 0 Elsie Graves CNO-Westover Hills 221970 0 0 0 0 0 14459 0 3219 0 239648 0 0 0 Jim Wesson VP/New Braunfels 286559 13619 70924 64755 0 27428 0 463285 0 70924 0 Patricia Montague Chief Offcr-Childrens hospital 193746 39379 14 32679 0 9185 0 275003 0 0 0 Tricia Marquart VP-Finance (term 5/15) 153793 0 0 0 0 0 619 0 1746 0 156158 0 0 0 ROXANNE R JENKINS Director care mgmt & accrdttn 250076 0 0 0 27526 0 2974 0 280576 0 0 0 DOUGLAS K HAZLETT clinical pharmacist 157711 0 0 0 20278 0 18938 0 2581 0 199508 0 0 0 RAYMOND D AFAISEN director pasc 165048 0 9080 0 2424 0 2525 0 179077 0 0 0 TERRY KYLE Executive director campaign st 167627 0 6325 0 24000 0 2522 0 200474 0 0 0 CYNTHIA A KOGER Director Pharmacy 153084 0 4391 0 14089 0 2283 0 173847 0 0 0 Patrick B Carrier FORMER PRES/CEO (term 3/15) 0 835921 0 139629 0 259001 0 193528 0 26642 0 1454721 0 247837 SUPPLEMENTAL COMPENSATION INFORMATION FORM 990, PART VII, LINE 1A AND SCHEDULE J, PART II DIRECTORS AND EX-OFFICIO DIRECTORS PROVIDE THEIR SERVICES AS MEMBERS OF THE BOARD WITHOUT COMPENSATION OR BENEFITS. ANY COMPENSATION AND BENEFITS DISCLOSED FOR SUCH PERSONS IS EARNED IN THE RESPECTIVE INDIVIDUAL'S ROLE AS AN OFFICER OR EMPLOYEE OF THE ORGANIZATION, NOT FOR THE INDIVIDUAL'S ROLE AS A BOARD MEMBER OR DIRECTOR. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS. COMPANION TRAVEL FORM 990, SCHEDULE J, PART I, LINE 1A TAXABLE COMPENSATION WAS REPORTED TO VARIOUS OFFICERS AND BOARD MEMBERS RELATED TO COMPANION TRAVEL TO CHRISTUS MEETINGS. SUPPLEMENTAL COMPENSATION INFORMATION RELATED ORG DETERMINING CEO/EXECUTIVE DIRECTOR'S COMPENSATION FORM 990, SCHEDULE J, PART I, LINE 3 THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR IS AN EMPLOYEE OF CHRISTUS HEALTH, A RELATED ORGANIZATION. AS A RESULT, COMPENSATION IS ESTABLISHED AT THE CHRISTUS HEALTH LEVEL AND THE FILING ORGANIZATION DOES NOT HAVE A ROLE IN IMPLEMENTING THE METHODS USED TO ESTABLISH COMPENSATION OR IN DETERMINING CEO/EXECUTIVE DIRECTOR COMPENSATION. CHRISTUS HEALTH USES AN EXECUTIVE COMPENSATION COMMITTEE TO ESTABLISH AND APPROVE THE COMPENSATION OF THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. THIS COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT WHO PERFORMS BI-ANNUAL COMPENSATION SURVEY. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FORM 990, SCHEDULE J, PART I, LINE 4B DEFERRED COMPENSATION INCLUDES EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, AND PENSION RESTORATION PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT PENSION RESTORATION PLAN AT 6% OF PENSIONABLE EARNINGS WHICH ARE OVER THE IRS LEGISLATIVE COMPENSATION LIMIT. SOME ASSOCIATES ARE GRANDFATHERED UNDER AN EARLIER LEGACY PENSION PLAN. IF A PARTICIPANT HAS PROTECTED PENSION BENEFITS UNDER SUCH LEGACY PLANS, HIS/HER PERCENTAGE IS ZERO UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, AS THE PROTECTED BENEFIT IS ALREADY EQUAL TO OR BETTER THAN CURRENT MARKET. RECEIPT OF PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FORM 990, SCHEDULE J, PART I, LINE 4B AND SCHEDULE J, PART II, COLUMN (F), COMPENSATION REPORTED AS DEFERRED IN A PRIOR YEAR JEFF BOURGEOIS RECEIVED $108,463 DURING CALENDAR YEAR 2015 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. ANEGLA LAMBERT RECEIVED $23,698 DURING CALENDAR YEAR 2015 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. PATRICIA TONEY RECEIVED $49,290 DURING CALENDAR YEAR 2015 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. JIM WESSON RECEIVED $70,924 DURING CALENDAR YEAR 2015 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. PATRICK B. CARRIER RECEIVED $247,837 DURING CALENDAR YEAR 2015 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. SUPPLEMENTAL COMPENSATION INFORMATION FORM 990, SCHEDULE J, PART II W-2 COMPENSATION MAY INCLUDE PAYMENTS RELATED TO COMPENSATION DEFERRED IN PRIOR YEARS. DEFERRED COMPENSATION MAY INCLUDE DEFERRALS OF CURRENT YEAR COMPENSATION UNDER EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN AND PENSION RESTORATION PLAN. BONUS AND INCENTIVE COMPENSATION FORM 990, SCHEDULE J, PART II, COLUMN B(II) BONUS AND INCENTIVE COMPENSATION MAY INCLUDE AMOUNTS THAT WERE DEFERRED IN A PRIOR YEAR BUT PAID OUT IN CALENDAR YEAR 2015. DEFERRED COMPENSATION FORM 990, SCHEDULE J, PART II, COLUMN C DEFERRED COMPENSATION INCLUDES EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, EMPLOYER CONTRIBUTION TO 403(B) MATCHED SAVINGS PLAN, PENSION RESTORATION PLAN AND ESTIMATED PENSION BENEFITS UNDER CHRISTUS HEALTH CASH BALANCE PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT CASH BALANCE PLAN AT 6% OF PENSIONABLE EARNINGS. SOME ASSOCIATES ARE GRANDFATHERED UNDER AN EARLIER PENSION PLAN. THESE GRANDFATHERED PARTICIPANTS, BASED ON COMPUTATION AT THE TIME OF THEIR RETIREMENT, WILL RECEIVE THE LARGER OF THE RETIREMENT BENEFIT COMPUTED UNDER THE CASH BALANCE PLAN COMPARED TO THE PREVIOUS PENSION PLAN. DUE TO THE COMPLEXITY OF CALCULATING AN ACCURATE BENEFIT COST FOR GRANDFATHERED PARTICIPANTS, THE FORM 990 REPORTS AS PENSION BENEFITS THEIR ANNUAL ESTIMATED CASH BALANCE PLAN ACCRUAL. THE FORM 990 REPORTS AS PENSION BENEFITS THEIR ANNUAL ESTIMATED CASH BALANCE PLAN ACCRUAL. Description of Other Program Services FORM 990, PAGE 1, ITEM C CHRISTUS HEALTH SANTA ROSA HEALTH CARE CORPORATION OPERATES UNDER THE FOLLOWING NAMES: CENTER FOR ROBOTIC SURGERY CHILDREN'S HOSPITAL OF SAN ANTONIO CHRISTUS BREAST RENEWAL CENTER - ALAMO HEIGHTS CHRISTUS SANTA ROSA CARDIOTHORACIC CENTER CHRISTUS SANTA ROSA CENTER FOR ROBOTIC SURGERY CHRISTUS SANTA ROSA CHILDREN'S HOSPITAL CHRISTUS SANTA ROSA EMERGENCY CENTER NEW BRAUNFELS CHRISTUS SANTA ROSA EMERGENCY CENTER CHRISTUS SANTA ROSA HEALTH CARE CHRISTUS SANTA ROSA HEALTH SYSTEM CHRISTUS SANTA ROSA HOSPITAL - ALAMO HEIGHTS CHRISTUS SANTA ROSA HOSPITAL - NEW BRAUNFELS CHRISTUS SANTA ROSA HOSPITAL - WESTOVER HILLS CHRISTUS SANTA ROSA HOSPITAL CHRISTUS SANTA ROSA IMAGING CENTER - ALAMO HEIGHTS CHRISTUS SANTA ROSA MEDICAL CENTER CHRISTUS SANTA ROSA OUTPATIENT IMAGING CHRISTUS SANTA ROSA PHYSICIANS AMBULATORY SURGERY CENTER ALAMO HEIGHTS CHRISTUS SANTA ROSA REHABILITATION HOSPITAL CHRISTUS SANTA ROSA REHABILITATION SERVICES CHRISTUS TRANSPLANT INSTITUTE (CTI) CHRISTUS TRANSPLANT INSTITUTE CHRISTUS WEIGHT LOSS INSTITUTE - WESTOVER HILLS ROBOTIC SURGERY CENTER OF SAN ANTONIO SAN ANTONIO CENTER FOR ROBOTIC SURGERY SOUTH TEXAS CENTER FOR ROBOTIC SURGERY SOUTH TEXAS INSTITUTE FOR ROBOTIC SURGERY SPINAL AND THORACIC TREATMENT AND RESEARCH CENTER (STTAR CENTER) TEXAS INSTITUTE FOR ROBOTIC SURGERY THE ROBOTIC SURGERY CENTER OF SOUTH TEXAS DESCRIPTION OF OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D COMMUNITY SERVICES FOR THE 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, OUTREACH PROGRAMS FOR CHILDREN AND SENIORS, HEALTH EDUCATION, AIR AMBULANCE AND A VARIETY OF OTHER SOCIAL SERVICES. ONE EXAMPLE OF CHRISTUS SANTA ROSA HEALTH CARE CORPORATION'S COMMUNITY BENEFITS ACCOUNTED FOR UNDER COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED INCLUDE THE CHRISTUS HEALTH COMMUNITY DIRECT INVESTMENT PROGRAM (CDI). THE CHRISTUS HEALTH BOARD OF DIRECTORS APPROVED THE FUNDING OF THE 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 IS LOST FROM THE MARKET RATE LESS OUR LOAN RATE (FOREGONE INCOME) IS CONSIDERED A COMMUNITY BENEFIT FOR REPORTING PURPOSES. THE COST OF THESE INVESTMENTS IS NOT INCLUDED IN THE PROGRAM SERVICE EXPENSES OF CHRISTUS SANTA ROSA HEALTH CARE CORPORATION. THOUGH OUTSTANDING LOAN BALANCES VARY THROUGHOUT THE YEAR, THE OUTSTANDING LOAN BALANCE AT THE END OF FISCAL YEAR 2016 WAS $263,550. THE FOREGONE INTEREST FOR CHRISTUS SANTA ROSA HEALTH CARE CORPORATION IN FY 2016 WAS $3,573. CHRISTUS HEALTH HAS ESTABLISHED THE CHRISTUS FUND TO PROVIDE RESOURCES TO NOT-FOR-PROFIT AGENCIES AND GROUPS WHOSE MISSION, VISION AND GOALS ARE CONSISTENT WITH CHRISTUS HEALTH'S MISSION, VALUES AND PHILOSOPHY OF A HEALTHY COMMUNITY. WE BELIEVE THAT BY WORKING TOGETHER, WE CAN MAKE A PROFOUND DIFFERENCE IN THE QUALITY OF PEOPLES' LIVES AND CREATE SUSTAINABLE HEALTH IN OUR COMMUNITIES. DURING FY 2016, THE TOTAL GRANT MONEY DISTRIBUTED BY CHRISTUS HEALTH TO THE CHRISTUS SANTA ROSA HEALTH CARE CORPORATION REGION WAS $236,250. THE COST OF THESE GRANTS IS NOT INCLUDED IN THE PROGRAM SERVICE EXPENSES FOR CHRISTUS SANTA ROSA HEALTH CARE CORPORATION. SEVERAL CHRISTUS REGIONS PROVIDE INDIGENT FUNDING DONATIONS OR "GRANTS" TO AID THE COUNTIES IN WHICH THEY, OR ANOTHER CHRISTUS REGION, SERVE. SUCH GRANTS MAY BE PAID TO THE COUNTY DIRECTLY OR VIA ANOTHER HOSPITAL OR HEALTHCARE ORGANIZATION IN THE AREA. THIS CHARITABLE DONATION HELPS RELIEVE THE ADDITIONAL EXPENSE OF HEALTHCARE FOR THE INDIGENT POPULATION WITHIN OUR COMMUNITIES THAT CHRISTUS MAY NOT DIRECTLY SERVE IN ONE OF OUR HOSPITALS. THIS IS A RESULT OF OUR MISSION TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST, ESPECIALLY TO THE POOR AND UNDERSERVED. DESCRIPTION OF OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D COMMUNITY SERVICES FOR THE BROADER COMMUNITY THE GREATEST SHARE OF THESE EXPENSES IS USED 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 SANTA ROSA HEALTH CARE CORPORATION 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 INCREASE ACCESS TO HEALTH CARE, SUPPORT CAUSES LIKE THE FIGHT AGAINST CANCER, HEART DISEASE, DIABETES, AND FOR MANY OTHER EQUALLY WORTHY PURPOSES. DURING FY 2016, CHRISTUS SANTA ROSA ADVOCATED FOR IMPROVING PUBLIC POLICIES, WORKING TO ESTABLISH, AND IN SOME INSTANCES AUGMENT, GRASSROOTS ADVOCACY AND GREATER ACCESS TO HEALTHCARE SERVICES FOR THE CONSTITUENTS WE SERVE. BUSINESS OR FAMILY RELATIONSHIPS FORM 990, PART VI, LINE 2 KEY EMPLOYEE JAMES MARTIN, M.D. HAS A BUSINESS RELATIONSHIP BECAUSE HE SERVES AS OFFICER ON THE BOARD OF SOUTH TEXAS HOSPITAL ALLIANCE. FORMER OFFICER PAT CARRIER AND KEY EMPLOYEE CARY FOX HAVE A BUSINESS RELATIONSHIP BECAUSE THEY SERVE AS MEMBERS OF THE MANAGING BOARD OF CHRISTUS SANTA ROSA PHYSICIANS AMBULATORY SURGERY CENTER-SAN ANTONIO, LLC. KEY EMPLOYEES PATRICIA TONEY AND CARY FOX HAVE A BUSINESS RELATIONSHIP BECAUSE THEY BOTH SERVE AS MEMBERS OF THE MANAGING BOARD OF CHRISTUS SANTA ROSA OUTPATIENT SURGERY CENTER-NEW BRAUNFELS, LP. DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PART VI, LINE 6 CHRISTUS HEALTH IS THE SOLE CORPORATE MEMBER OF THE FILING ORGANIZATION. DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS FORM 990, PART VI, LINE 7A CHRISTUS HEALTH, THE SOLE CORPORATE MEMBER OF THE FILING ORGANIZATION, HAS THE POWER TO APPOINT ALL MEMBERS OF THE FILING ORGANIZATION'S GOVERNING BODY. DESCR CLASSES OF PERSONS, DECS REQUIRING APPR & TYPE OF VOTING RIGHTS FORM 990, PART VI, LINE 7B CHRISTUS HEALTH'S BOARD OF DIRECTORS HAS THE FOLLOWING POWERS: APPROVE, CHANGE AND/OR INTERPRET THE FILING ORGANIZATION'S PHILOSOPHY, MISSION AND VISION; APPROVE THE ADOPTION OR AMENDMENT OF THE FILING ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS; APPOINT AND REMOVE MEMBERS OF THE FILING ORGANIZATION'S BOARD OF DIRECTORS; APPOINT AND REMOVE THE FILING ORGANIZATION'S CHAIR OF THE BOARD OF DIRECTORS AND VICE CHAIRPERSON OF BOARD OF DIRECTORS; APPROVE INCURRENCE OF DEBT THAT EXCEEDS $5 MILLION PER INCURRENCE OR $25 MILLION ANNUALLY; APPROVE ANY MERGER, CONSOLIDATION, ACQUISITION, DISSOLUTION OR LIQUIDATION BY THE FILING ORGANIZATION; APPROVE THE IMPLEMENTATION OF SYSTEM-WIDE POLICIES FOR THE FILING ORGANIZATION; APPROVE SYSTEM-WIDE CONSOLIDATED BUDGET AND PERFORMANCE INDICATORS FOR THE FILING ORGANIZATION; APPROVE THE INDEPENDENT AUDIT REPORTS OF THE FILING ORGANIZATION; APPROVE CAPITAL PROJECTS GREATER THAN $10 MILLION FOR THE FILING ORGANIZATION; APPROVE ANY TRANSACTION BY THE FILING ORGANIZATION THE EFFECT OF WHICH IS TO CREATE A NEW LEGAL ENTITY OR JOINT VENTURE, ANY TRANSACTION INVOLVING A SYSTEM PARTICIPANT OR LOCAL ENTITY WHICH CREATES A NEW LEGAL ENTITY OR JOINT VENTURE, OR CHANGES IN BUSINESS PURPOSE OR RELATIONSHIP OF ANY LOCAL ENTITY; AND APPROVE AND AUTHORIZE ACTIONS RESERVED IN ORGANIZATION DOCUMENTS OR SIMILAR GOVERNANCE DOCUMENTS. THE CHRISTUS HEALTH CEO HAS THE FOLLOWING POWERS: POWER TO APPOINT AND REMOVE THE PRESIDENT OF THE FILING ORGANIZATION; APPROVE THE SALE, LEASE, MORTGAGE, TRANSFER, EASEMENT OR ENCUMBRANCE OF THE FILING ORGANIZATION'S REAL PROPERTY DESIGNATED AS NON-DESIGNATED MINISTRY PROPERTY UNDER $5 MILLION BUT MORE THAN $1 MILLION; APPROVE THE INCURRENCE OF DEBT UP TO A $5 MILLION CAP OR $25 MILLION ANNUALLY BY THE FILING ORGANIZATION; APPROVE STRATEGIC PLANS OF THE FILING ORGANIZATION; APPROVE THE FILING ORGANIZATION'S BUDGET; SET THE THRESHOLD OF CAPITAL PROJECTS LESS THAN $10 MILLION BY THE FILING ORGANIZATION; AND APPROVE MANAGEMENT DIRECTIVES FOR THE FILING ORGANIZATION. THE CHRISTUS HEALTH MEMBERS ARE THE CONGREGATION OF SISTERS OF CHARITY OF THE INCARNATE WORD, HOUSTON, TEXAS AND THE CONGREGATION OF SISTERS OF CHARITY OF THE INCARNATE WORD (OF SAN ANTONIO). THE CHRISTUS HEALTH MEMBERS HAVE THE FOLLOWING POWERS: APPROVE THE ADOPTION AND AMENDMENT OF ARTICLES OF INCORPORATION AND BYLAWS OF THE FILING ORGANIZATION IF THE CHANGE IS RELATED TO RESERVED POWERS OF MEMBERS; APPROVE THE SALE, LEASE, MORTGAGE, TRANSFER, EASEMENT OR ENCUMBRANCE OF REAL PROPERTY IN EXCESS OF A $5 MILLION THRESHOLD DOLLAR AMOUNT REQUIRED BY CANON LAW FOR THE FILING ORGANIZATION; APPROVE THE SALE, LEASE, MORTGAGE, TRANSFER, EASEMENT, OR ENCUMBRANCE OF REAL PROPERTY DESIGNATED AS DESIGNATED MINISTRY PROPERTY BY THE FILING ORGANIZATION, BUT NOT IN EXCESS OF $5 MILLION; APPROVE THE CHANGE OF OWNERSHIP, MANAGEMENT OR CONTROL, (EXCEPT IN THE ORDINARY COURSE OF BUSINESS OFFICE AND SPACE LEASES) THE FUNDAMENTAL USE BY CHANGE IN LICENSE THAT WOULD SIGNIFICANTLY CHANGE A FACILITY, OR THE ELIMINATION OF OB, PED, PSYCH OR EMERGENCY SERVICES ON REAL PROPERTY PROVIDED IN CONNECTION WITH DESIGNATED MINISTRY PROPERTY OWNED BY THE FILING ORGANIZATION; AND APPROVE THE MERGER, CONSOLIDATION, ACQUISITION, DISSOLUTION OR LIQUIDATION OF THE FILING ORGANIZATION IF IT OWNS DESIGNATED MINISTRY PROPERTY. DESC THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, LINE 11B THE FORM 990 IS PREPARED AND REVIEWED BY THE ORGANIZATION'S EXTERNAL INDEPENDENT ACCOUNTANTS. THE CHRISTUS HEALTH ACCOUNTING DEPARTMENT WORKS WITH AN EXTERNAL ACCOUNTING FIRM IN PREPARATION AND REVIEW OF THE FORM 990. THE FILING ORGANIZATION'S CFO, OR OTHER DESIGNEE, REVIEWS THE FORM 990. THE FINAL FORM 990 THAT WILL BE FILED WITH THE IRS IS POSTED TO A SECURE INTERNET PORTAL FOR ALL MEMBERS OF THE BOARD OF DIRECTORS TO VIEW. REVIEW OF THE FINAL FORM 990 OCCURS PRIOR TO FILING WITH THE IRS IN THE SPRING OF 2017 VIA A WEB PORTAL POLLING TOOL BY THE RESPECTIVE CHRISTUS ORGANIZATION'S BOARD, BASED ON A SET OF SUGGESTED REVIEW PROCESSES DEVELOPED BY CHRISTUS HEALTH. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, LINE 12C AT THE END OF EACH CALENDAR YEAR, THE CHRISTUS HEALTH CORPORATE SECRETARY DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE TO ALL OF THE ORGANIZATION'S BOARD AND COMMITTEE MEMBERS FOR COMPLETION PRIOR TO THE 1ST OF JANUARY IN THE NEXT YEAR. THE CORPORATE SECRETARY THOROUGHLY REVIEWS ALL COMPLETED AND EXECUTED CONFLICT OF INTEREST QUESTIONNAIRE FORMS TO ENSURE ACCURACY AND THAT NO POTENTIAL OR IDENTIFIED CONFLICT IS DISCLOSED OR EXISTS. THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR ENFORCEMENT OF THE CONFLICT OF INTEREST POLICY OF THE ORGANIZATION. COMPENSATION DETERMINATION PROCESS FORM 990, PART VI, LINES 15A & 15B THE EXECUTIVE COMPENSATION COMMITTEE OF CHRISTUS HEALTH DETERMINES THE COMPENSATION OF THE CEO (OR EXECUTIVE DIRECTOR, AS APPLICABLE), OFFICERS AND KEY EMPLOYEES OF CHRISTUS HEALTH AND CERTAIN OTHER OFFICERS AND KEY EMPLOYEES OF RELATED ORGANIZATIONS INCLUDING CHRISTUS SANTA ROSA HEALTH CARE CORPORATION. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF INDIVIDUALS WHO HAVE NO CONFLICT OF INTEREST WITH THE COMPENSATION ARRANGEMENTS AT HAND. THE EXECUTIVE COMPENSATION COMMITTEE OF THE CHRISTUS HEALTH BOARD SELECTS AN INDEPENDENT EXTERNAL FIRM TO PERFORM AN INDEPENDENT COMPENSATION REVIEW, TO ENSURE THAT ALL COMPENSATION IS REASONABLE AND COMPARABLE TO OTHER SIMILARLY SITUATED ORGANIZATIONS, FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS, AND TO PROVIDE SUPPORTING INFORMATION OF COMPENSATION DECISIONS. ON AN ANNUAL BASIS THE EXTERNAL CONSULTANT: 1. DEVELOPS THE MERIT INCREASE RECOMMENDATIONS FOR ALL DESIGNATED SYSTEM EXECUTIVES BASED ON MARKET COMPARABILITY. 2. RECOMMENDS THE CHANGES IN THE COMPENSATION STRUCTURE (GRADES) BASED ON THE MARKET CHANGES. 3. COMPLETES A REVIEW AND EVALUATION OF NEWLY CREATED POSITIONS TO RECOMMEND A GRADE PLACEMENT TO THE COMMITTEE FOR ITS DISCUSSION AND APPROVAL. ON A BI-ANNUAL BASIS, THE EXTERNAL CONSULTANT COMPLETES A DETAILED REVIEW OF ALL OTHER DESIGNATED SYSTEM EXECUTIVES' COMPENSATION AND BENEFITS. THIS GROUP INCLUDES ALL TOP MANAGEMENT OFFICIALS, OTHER OFFICERS AND KEY LEADERS OF THE ORGANIZATION. THE REVIEW INCLUDES RECOMMENDATIONS TO THE COMMITTEE ON ANY CHANGES NECESSARY IN EITHER SPECIFIC COMPENSATION OR COMPENSATION STRUCTURE TO ENSURE MARKET COMPETITIVENESS, REASONABLENESS AND INTERNAL EQUITY. UPON RECOMMENDATIONS FROM THE INDEPENDENT EXTERNAL FIRM, THE EXECUTIVE COMPENSATION COMMITTEE MAKES FINAL COMPENSATION DECISIONS. ADDITIONALLY, THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS ALL COMPENSATION PAYMENTS FOR EXCESS BENEFIT TRANSACTIONS. THE DISCUSSION AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED AND FORMALIZED IN THE COMMITTEE MINUTES AND MAINTAINED ON RECORD. THE FILING ORGANIZATION DETERMINES THE COMPENSATION OF THE SECRETARY BY USE OF AN INDEPENDENT AND EXTERNAL CONSULTANT. THE CONSULTANT HELPS DETERMINE PAY RATES FOR THE ASSOCIATES OF THE FILING ORGANIZATION, TAKING INTO ACCOUNT MARKET DATA AND SHIFT DIFFERENTIAL. THE COMPENSATION RATES ARE APPROVED BY THE FILING ORGANIZATION. BASED ON THE AFOREMENTIONED PROCEDURE, THE SECRETARY'S COMPENSATION IS NOT REVIEWED BY A COMPENSATION COMMITTEE. PUBLIC DISCLOSURE OF 1023 AND FORMS 990 & 990-T FORM 990, PART VI, LINE 18 CHRISTUS HEALTH AND MOST OF ITS AFFILIATED ENTITIES DO NOT HAVE FORMS 1023 BECAUSE OF THEIR INCLUSION IN THE IRS GROUP RULING WITH THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS, WHICH COVERS THE ORGANIZATIONS LISTED IN THE ANNUAL OFFICIAL CATHOLIC DIRECTORY. CHRISTUS HEALTH'S WEBSITE DISPLAYS THE IRS GROUP RULING AND RELEVANT ANNUAL OFFICIAL CATHOLIC DIRECTORY PAGES FOR THE ORGANIZATIONS RELATED TO CHRISTUS HEALTH. FORMS 990 AND 990-T ARE MADE AVAILABLE UPON REQUEST. AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY & FIN STMTS TO GEN PUBLIC FORM 990, PART VI, LINE 19 THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF CHRISTUS HEALTH ARE MADE AVAILABLE TO THE PUBLIC VIA THE CHRISTUS HEALTH WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 9 PENSION FUNDING ($ 2,321,842) PENSION LIABILITY/EXPENSE $ 1,516,681 TRANSFER OF NET ASSETS BETWEEN ENTITIES ($10,889,466) CONTRIBUTED CAPITAL ($ 40,000) ASSETS RELEASED FROM RESTRICTIONS $ 452,520 NET CHANGE IN BENEFICIAL INTEREST ($ 4,287,698) SRCH Foundation Kidstop Scales $ 5,000 SRCH Foundation Baby Warmers $ 76,936 SRCH Foundation Hearing Equipment $ 13,480 SRCH Foundation Rehab Microscope $ 83,716 Incoming Compass Wire $ 3,790,073 SRCH Foundation Well Baby Nursery $ 103,064 Friends of SR In-Kind Wheelchair Donation ($ 65,000) SRCH Foundation Construction Fund $ 4,081,590 SRCH Foundation $ 17,924 Friends of SR In-Kind Wheelchair Donation ($ 35,000) -------------- TOTAL - ($ 7,498,022) FORM 990 PART IX LINE 11G DESCRIPTION:PHYSICIAN FEES TOTAL FEES:44634224 FORM 990 PART IX LINE 11G DESCRIPTION:OCCUPANCY TOTAL FEES:22707803 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING SERVICES TOTAL FEES:1714776 FORM 990 PART IX LINE 11G DESCRIPTION:MEDICAL SERVICES TOTAL FEES:1252248 FORM 990 PART IX LINE 11G DESCRIPTION:BILLING AND COLLECTIONS FEES TOTAL FEES:6197393 FORM 990 PART IX LINE 11G DESCRIPTION:REPAIR AND MAINTENANCE TOTAL FEES:6228835 FORM 990 PART IX LINE 11G DESCRIPTION:MARKETING TOTAL FEES:30997 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER SERVICES TOTAL FEES:18967361 CHRISTUS HEALTH ARK-LA-TEX 2600 ST MICHAEL DRIVE TEXARKANA TX 75503 752796815 HLTHCARE SVCS TX 501(C)(3) 3 CH true CHRISTUS HEALTH CENTRAL LOUISIANA 3330 MASONIC DRIVE ALEXANDRIA LA 71301 720408984 HLTHCARE SVCS LA 501(C)(3) 3 CH true CHRISTUS HEALTH GULF COAST PO BOX 922037 HOUSTON TX 77292 760591592 HLTHCARE SVCS TX 501(C)(3) 3 CH true CHRISTUS HEALTH NORTHERN LOUISIANA ONE SAINT MARY PLACE SHREVEPORT LA 71101 720408982 HLTHCARE SVCS LA 501(C)(3) 3 CH true CHRISTUS SPOHN HEALTH SYSTEM CORPORATION 600 ELIZABETH STREET CORPUS CHRISTI TX 78404 741109836 HLTHCARE SVCS TX 501(C)(3) 3 CH true CHRISTUS HEALTH SOUTHEAST TEXAS 2830 CALDER STREET BEAUMONT TX 77726 760591590 HLTHCARE SVCS TX 501(C)(3) 3 CH true CHRISTUS HEALTH SOUTHWESTERN LOUISIANA 524 DR MICHAEL DEBAKEY DRIVE LAKE CHARLES LA 70601 720411322 HLTHCARE SVCS LA 501(C)(3) 3 CH true CHRISTUS HEALTH 919 HIDDEN RIDGE DRIVE IRVING TX 75038 760590551 SPT HLTH SVCS TX 501(C)(3) 9 NA false CHRISTUS CONTINUING CARE 1700 WEST LOOP SOUTH STE 1100 HOUSTON TX 77027 742898615 HLTHCARE SVCS TX 501(C)(3) 3 CH true CH WILKINSON PHYSICIAN NETWORK 1700 WEST LOOP SOUTH STE 400B HOUSTON TX 77027 760422435 HLTHCARE SVCS TX 501(C)(3) 11-Type I CH true DUBUIS HEALTH SYSTEM INC 1700 WEST LOOP SOUTH STE 1100A HOUSTON TX 77027 721270964 HLTHCARE SVCS TX 501(C)(3) 3 CH true CHRISTUS HEALTH FOUNDATION 919 HIDDEN RIDGE DRIVE IRVING TX 75038 611500100 SPT HLTH SVCS TX 501(C)(3) 11-Type I CH true FRIENDS OF SANTA ROSA FOUNDATION 333 N SANTA ROSA STREET SAN ANTONIO TX 78207 742723391 SPT HLTH SVCS TX 501(C)(3) 11-Type I CSRHCC true SANTA ROSA FAMILY HEALTH CENTER 333 N SANTA ROSA STREET SAN ANTONIO TX 78207 742806531 HLTHCARE SVCS TX 501(C)(3) 9 CSRHCC true CHRISTUS SANTA ROSA MED CTR AUXILIARY 2827 BABCOCK ROAD SAN ANTONIO TX 78229 731655493 SPT HLTH SVCS TX 501(C)(3) 9 CSRHCC true CHRISTUS HEALTH LIABILITY RETENTION TRST 919 HIDDEN RIDGE DRIVE IRVING TX 75038 760259623 SELF INS TRST TX 501(C)(3) 11-TYPE I CH true CHRISTUS HEALTH STRATEGIC GROWTH 919 HIDDEN RIDGE DRIVE IRVING TX 75038 462798043 SPT HLTH SVCS TX 501(C)(3) 11-TYPE I CH true CHRISTUS HEALTH PLAN LOUISIANA 919 HIDDEN RIDGE DR IRVING TX 75038 464617988 MEDICAID HMO LA 501(C)(3) 9 CH true CHRISTUS HEALTH PLAN NEW MEXICO 919 HIDDEN RIDGE DR IRVING TX 75038 464487295 MEDICAID HMO NM 501(C)(3) 9 CH true CHRISTUS PEDIATRIC PHYSICIAN GROUP 919 HIDDEN RIDGE DR IRVING TX 75038 465203505 HLTHCARE SVCS TX 501(C)(3) 3 CH true SANTA ROSA CHILDREN'S HOSPITAL FND 1 INTL CTR 100 NE LP 410 706 SAN ANTONIO TX 78216 741224362 FUNDRAISING TX 501(C)(3) 7 CSRHCC true CHRISTUS CONNECTED CARE NETWORK 919 HIDDEN RIDGE DR IRVING TX 75038 473403356 SPT HLTH SVCS TX 501(C)(3) 11-TYPE 1 CH true CHRISTUS FOUNDATION FOR HEALTHCARE PO BOX 1919 HOUSTON TX 77251 746074210 SUPP HTH SVCS TX 501(C)(3) 7 CH true Christus Hopkins Health Alliance 115 Airport Rd Sulphur Springs TX 75482 811708177 HLTH SCVS TX 501(c)(3) 3 CH true CHRISTUS TRINITY MOTHER FRANCES HS 1315 DOCTORS DRIVE TYLER TX 75701 752616975 HLTHCARE SVCS TX 501(C)(3) 11, TYPE II CH true MCKENNA LEASING GP LLC 600 NUNION AVE NEW BRAUNFELS TX 78130 741109665 INVESTMENT TX CSRHCC INVESTMENT 0 0 false 0 false 0.71250 MCKENNA EQUIPMENT LEASING LP 600 N UNION AVE NEW BRAUNFELS TX 78130 204177842 MED. EQ. LEAS TX CSRHCC INVESTMENT 0 0 false 0 false 0.71250 NEW BRAUNFELS SURGICAL CENTER LLC 333 N SANTA ROSA ST SAN ANTONIO TX 78207 810571408 HEALTHCARE SVCS TX CSRHCC RELATED 47292 133865 false 0 false 0.53996 CSR OUTPATIENT SURGERY-NEW BRAUNFELS LP 333 N SANTA ROSA ST SAN ANTONIO TX 78207 810571408 HEALTHCARE SVCS TX CSRHCC RELATED 8601233 2880432 false 0 false 0.52719 CSR PYS AMB SRG CTR SA LLC 333 Santa Rosa San Antonio TX 78207 412092141 HEALTHCARE SVCS TX CSRHCC RELATED 7069805 3497102 false 0 false 0.51554 CSR SURGERY CENTER 333 SANTA ROSA SAN ANTONIO TX 78207 200424958 HEALTHCARE SVCS TX CSRHCC RELATED 0 0 false 0 false 0.61330 ALAMO HEIGHTS SURGICAL GP 333 SANTA ROSA AVE SAN ANTONIO TX 78207 462683189 HEALTHCARE SVCS TX CSRHCC RELATED 0 0 false 0 true 1.00000 ALAMO HEIGHTS SURGICAL HOSPITAL GROUP LP 333 SANTA ROSA AVE SAN ANTONIO TX 78207 900974203 HEALTHCARE SVCS TX CSRHCC RELATED 0 0 false 0 false 0.99000 ALAMO HEIGHTS SURGICARE LP 333 SANTA ROSA AVE san antonio TX 78207 HEALTHCARE SVCS TX CSRHCC RELATED -1181070 -93291 false 0 false 0.99990 SOUTH TEXAS HEALTH ALLIANCE 6423 IH 10 WEST SUITE 480 SAN ANTONIO TX 78201 742782184 HLTHCARE SVCS TX CSRHCC C corp 0 -276 1.00000 true CHRISTUS MUGUERZA SAPI DE CV HIDALGO PTE 2525 COL. OBISPADO, MONTERREY N.L. MX 64060 HLTHCARE SVCS MX CH C CORP true EMERALD ASSURANCE CAYMAN LTD PO BOX 1051 KY1-1102 GRAND CAYMAN, CAY CJ 980407545 INSURANCE CJ CH C CORP 0 0 true MCKENNA PROFESSIONAL BLDG OWNER'S ASSOC 598 N UNION ST SUITE 210 NEW BRAUNFELS TX 78130 742742934 BUILDING ASSO TX CSRHCC C CORP 0 24719 0.80000 true Christus Louisiana Quality Alliance 919 Hidden Ride Dr Irving TX 75038 474618648 ACO TX CH C Corp true false true true false false false false false false true true true true false true true false false false CH WILKINSON PHYSICIAN NETWORK K 325573 ACCRUAL CH WILKINSON PHYSICIAN NETWORK L 195571 ACCRUAL SANTA ROSA FAMILY HEALTH CENTER J 120000 ACCRUAL SANTA ROSA FAMILY HEALTH CENTER K 636000 ACCRUAL SANTA ROSA FAMILY HEALTH CENTER L 175000 ACCRUAL SANTA ROSA FAMILY HEALTH CENTER M 115000 ACCRUAL SANTA ROSA FAMILY HEALTH CENTER O 1096975 ACCRUAL SANTA ROSA FAMILY HEALTH CENTER P 434202 ACCRUAL Friends of Santa Rosa Foundation B 623451 ACCRUAL Friends of Santa Rosa Foundation C 3858100 ACCRUAL SANTA ROSA NB OUTPATIENT SURGERY CENTER L 622678 ACCRUAL SANTA ROSA NB OUTPATIENT SURGERY CENTER M 622678 ACCRUAL SR PHYSICIAN AMBULATORY SURGERY CENTER K 128500 ACCRUAL SR PHYSICIAN AMBULATORY SURGERY CENTER L 674095 ACCRUAL SR PHYSICIAN AMBULATORY SURGERY CENTER M 674095 ACCRUAL SR PHYSICIAN AMBULATORY SURGERY CENTER O 7742585 ACCRUAL SR PHYSICIAN AMBULATORY SURGERY CENTER P 470299 ACCRUAL