2015-05-05T17:14:19-05:00 2014-06-30 ERNST & YOUNG US LLP 425 HOUSTON STREET SUITE 600 FORT WORTH TX 76102 990 2013-07-01 720408982 Christus Health Northern Louisiana % SCOTT MERRYMAN CHRI 3186814500 One St Mary Place Suite Shreveport LA 71101 SCOTT MERRYMAN CFO 2015-05-05 KATHLEEN MOSELEY P00116760 2013 2016-02-25 16:41:14Z See Schedule O Stephen F Wright One St Mary Place Shreveport LA 71101 185465344 false 0928 X www.christusschumpert.org X 1913 LA SUPPORTING THE HEALTH CARE MINISTRIES OF THE SPONSORING CONGREGATIONS IN EXTENDING THE HEALING MINISTRY OF JESUS CHRIST IN CONFORMITY WITH THE ROMAN CATHOLIC CHURCH. 28 27 1705 175 71203 -62846 735933 570771 225173337 182734686 25375 -50657 3151769 2129347 229086414 185384147 3520362 9735394 0 0 87933519 68728854 0 0 162182 207739955 105085228 299193836 183549476 -70107422 1834671 140720054 112033540 90105382 57341799 50614672 54691741 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 66236380 0 91847958 COMMITMENT TO BENEFITING OUR COMMUNITIES - PATIENT CARE SERVICES CHRISTUS HEALTH NORTHERN LOUISIANA IS PART OF CHRISTUS HEALTH, FORMED IN 1999 TO STRENGTHEN THE 149-YEAR-OLD, FAITH-BASED HEALTH CARE MINISTRIES OF THE CONGREGATIONS OF THE SISTERS OF CHARITY OF THE INCARNATE WORD OF HOUSTON AND SAN ANTONIO. FOUNDED ON THE MISSION "TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST," CHRISTUS IS CHALLENGED TO REACH OUT TO, AND BEYOND, THE MORE THAN 60 COMMUNITIES WE SERVE TO HELP THOSE IN NEED. THE VISION OF CHRISTUS HEALTH AS A CATHOLIC, FAITH-BASED MINISTRY, IS TO BE A LEADER, A PARTNER AND AN ADVOCATE IN THE CREATION OF INNOVATIVE HEALTH AND WELLNESS SOLUTIONS THAT IMPROVE THE LIVES OF INDIVIDUALS AND OF LOCAL AND GLOBAL COMMUNITIES SO THAT ALL MAY EXPERIENCE GOD'S HEALING PRESENCE AND LOVE. CHRISTUS HEALTH NORTHERN LOUISIANA RESPONDS TO HEALTH CARE NEEDS THROUGH SERVICES PROVIDED BY CHRISTUS HIGHLAND MEDICAL CENTER, A 160-BED INTEGRATED HEALTH SYSTEM LOCATED IN SOUTH SHREVEPORT. CHRISTUS SCHUMPERT, A HOSPITAL IN TRANSITION FOR CLOSURE, STILL PROVIDES SERVICES FOR REHABILITATION, LABOR & DELIVERY, AND NICU. THE CHRISTUS SCHUMPERT CAMPUS HAS 79-BEDS AND IS LOCATED NEAR DOWNTOWN SHREVEPORT. EACH OF THE FACILITIES OF CHRISTUS HEALTH NORTHERN LOUISIANA SHARES ONE OBJECTIVE -- TO LEAD THE WAY TO A HEALTHIER COMMUNITY. CHRISTUS HEALTH NORTHERN LOUISIANA IS LOCATED IN SHREVEPORT, LOUISIANA, WHICH IS IN THE NORTHWESTERN CORNER OF THE STATE. ITS SERVICE AREA EXTENDS TO NORTHEAST TEXAS AND SOUTHERN ARKANSAS, WHICH INCLUDES A POPULATION OF MORE THAN 1.1 MILLION INDIVIDUALS. IN FISCAL YEAR 2014, WE SERVED HUNDREDS OF THOUSANDS OF INDIVIDUALS IN VARIOUS WAYS INCLUDING 26,112 VISITS TO OUR EMERGENCY DEPARTMENTS, 1,196 INPATIENT SURGERY PROCEDURES, 3,741 OUTPATIENT SURGERY PROCEDURES, 7,811 PATIENTS WHO WERE ADMITTED TO OUR HOSPITALS FOR CARE AND 124,082 PATIENTS WHO RECEIVED OUTPATIENT CARE AT OUR FACILITIES. TOUCHING THE LIVES OF THE PEOPLE AROUND US IS WHAT MAKES CHRISTUS HEALTH NORTHERN LOUISIANA STAND APART. INTERACTING WITH COMMUNITY ORGANIZATIONS, INDIVIDUAL PATIENTS AND CLIENTS GIVES US A VISION FOR THE MEDICALLY NEEDY IN EACH OF THE COMMUNITIES WE SERVE. CHRISTUS HEALTH NORTHERN LOUISIANA'S HEALTH CARE SERVICES WORK TO PROVIDE THE BEST CARE POSSIBLE REGARDLESS OF AN INDIVIDUAL'S ABILITY TO PAY. BY COLLABORATING WITH COMMUNITY ORGANIZATIONS, CHURCHES, BUSINESSES, AND OTHER HEALTH CARE ORGANIZATIONS, CHRISTUS HEALTH NORTHERN LOUISIANA'S VARIOUS ENTITIES HAVE STRENGTHENED THEIR ROLES AS MAJOR PROVIDERS OF COMPREHENSIVE, ACCESSIBLE HEALTH CARE SERVICES. THESE PARTNERSHIPS WITH COMMUNITY ORGANIZATIONS HAVE ASSISTED CHRISTUS HEALTH NORTHERN LOUISIANA TO FURTHER CARE FOR THOSE IN NEED. FURTHERMORE, INVESTMENT IN COMMUNITY SERVICES WOULD NOT BE POSSIBLE WITHOUT DEDICATED ASSOCIATES AND VOLUNTEERS. THEY HELP TO BUILD STRONG RELATIONSHIPS AMONG THE HOSPITALS, OTHER HEALTH CARE MINISTRIES AND THE COMMUNITIES, NURTURING CHRISTUS HEALTH'S MISSION TO MEET THE NEEDS AND MAKE A DIFFERENCE IN THE LIVES OF OTHERS. CHRISTUS ASSOCIATES WORK BOTH INSIDE AND OUTSIDE THE WALLS OF OUR HEALTH CARE FACILITIES AND ARE COMMITTED TO HELPING OUR COMMUNITIES MAINTAIN GOOD QUALITY HEALTH. UNDERSTANDING THE NEED TO PROVIDE ACCESS TO HEALTH CARE TO AS MANY PEOPLE AS POSSIBLE, CHRISTUS HEALTH PARTICIPATES IN GOVERNMENT-SPONSORED HEALTH CARE PROGRAMS, INCLUDING MEDICAID, MEDICARE, CHAMPUS, TRICARE AND OTHERS. IN ADDITION, CHRISTUS HEALTH NORTHERN LOUISIANA OFFERS SPECIFIC PROGRAMS WHICH PROVIDE DISCOUNT SERVICES TO THOSE IN NEED WHO DO NOT HAVE MEDICAL INSURANCE OR WHO DO NOT PARTICIPATE IN GOVERNMENT-SPONSORED PROGRAMS. CHRISTUS HEALTH NORTHERN LOUISIANA ALSO CONTRACTS WITH A COMPANY TO SCREEN INDIVIDUALS FOR GOVERNMENT-SPONSORED PROGRAMS SUCH AS MEDICAID AND LACHIP. CHRISTUS HEALTH NORTHERN LOUISIANA PROVIDES A FULL RANGE OF INPATIENT AND OUTPATIENT SERVICES TO THE PEOPLE FROM THE COMMUNITIES IT SERVES. IT CONDUCTS ITS ACTIVITIES AND SERVES ITS HEALTH CARE PURPOSE WITHOUT REGARD TO RACE, COLOR, CREED, RELIGION, GENDER, ORIENTATION, DISABILITY, AGE OR NATIONAL ORIGIN. CHRISTUS HEALTH NORTHERN LOUISIANA OFFERS A BROAD SPECTRUM OF ADULT AND PEDIATRIC MEDICAL AND SURGICAL CARE SERVICES WITH THE LATEST TECHNOLOGY. THESE SERVICES INCLUDE COMPREHENSIVE CANCER TREATMENT, PEDIATRIC SERVICES, NEONATAL INTENSIVE CARE, INPATIENT AND OUTPATIENT DIAGNOSTIC AND SURGERY SERVICES, AND ATHLETIC CLUBS. CHRISTUS HIGHLAND PROVIDES A 24-HOUR EMERGENCY ROOM THAT SERVES ALL THOSE IN NEED OF EMERGENT CARE, REGARDLESS OF THEIR ABILITY TO PAY. CHRISTUS HEALTH NORTHERN LOUISIANA ALSO SUPPORTS MANY LOCAL COMMUNITY HEALTH SERVICES, INCLUDING THE CARA CENTER FOR SUSPECTED VICTIMS OF CHILD ABUSE AND/OR NEGLECT AND VARIOUS HEALTH SPECIALTY PROGRAMS IN COLLABORATION WITH THE LOUISIANA STATE UNIVERSITY HEALTH SCIENCES CENTER, SUCH AS GRADUATE MEDICAL EDUCATION AND ALLIED HEALTH EDUCATION. CHRISTUS HEALTH NORTHERN LOUISIANA OPERATES THREE SCHOOL-BASED HEALTH CENTERS. THE FIRST CENTER OPENED AT LINWOOD PUBLIC CHARTER SCHOOL IN 1996; THE SECOND CENTER OPENED AT ATKINS ELEMENTARY IN AUGUST OF 1998; AND THE THIRD FACILITY BEGAN OPERATIONS IN SEPTEMBER, 2007, AT WOODLAWN HIGH SCHOOL. SINCE THEIR INCEPTION, THESE CENTERS HAVE HAD OVER 100,000 STUDENT VISITS. SERVICES OFFERED INCLUDE TREATMENT FOR MINOR ILLNESSES/INJURIES; ROUTINE PHYSICAL AND/OR ATHLETIC EXAMINATIONS; IMMUNIZATIONS; INCREASED ACCESS TO PRIMARY CARE; SPECIAL AWARENESS OF STD AND TEEN PREGNANCY FOR HIGH SCHOOL STUDENTS; OBESITY REDUCTION; SCREENING TESTS FOR HEARING, VISION, SCOLIOSIS, ETC.; REFERRAL AND FOLLOW-UP FOR ACUTE AND CHRONIC ILLNESSES (EX. DIABETES, ASTHMA); AND MENTAL HEALTH SERVICES, SUCH AS CRISIS, INDIVIDUAL, FAMILY AND/OR GROUP COUNSELING. THE OPERATION OF THE SCHOOL-BASED HEALTH CENTERS IS ENHANCED BY COLLABORATIVE PARTNERSHIPS WITH THE NORTHWESTERN STATE UNIVERSITY SCHOOL OF NURSING AND OTHER COMMUNITY ORGANIZATIONS. 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 HEALTH NORTHERN LOUISIANA. CHRISTUS HEALTH NORTHERN LOUISIANA IS PRIVILEGED TO HAVE AN OPEN MEDICAL STAFF COMPRISED OF QUALIFIED PHYSICIANS WHO PROVIDE CARE WITHIN OUR LOCAL COMMUNITIES. ALL QUALIFIED PHYSICIANS ARE GRANTED PRIVILEGES TO SERVE WITHIN CHRISTUS SCHUMPERT HOSPITALS AFTER UNDERGOING A THOROUGH AND COMPREHENSIVE CREDENTIALING PROCESS. 72771703 0 65230180 COMMUNITY BENEFIT REPORTING - CHARITY CARE AND MEDICAID CHRISTUS ADHERES TO THE CATHOLIC HEALTH ASSOCIATION'S 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 HEALTH IS AN INSTITUTION OF PURELY PUBLIC CHARITY; THUS, THE MOST TANGIBLE EXPRESSION OF CHRISTUS HEALTH'S CHARITABLE PURPOSE IS THE PROVISION OF HEALTH CARE SERVICES TO THOSE PERSONS WHO ARE UNABLE TO PAY. CHARITY CARE FALLS INTO TWO CATEGORIES: CHARITY CARE AND UNPAID GOVERNMENT INDIGENT CARE. IN KEEPING WITH ITS MISSION, VALUES AND VISION, CHRISTUS HEALTH 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 THE 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 DUE TO HIS OR HER INABILITY TO PAY. CHRISTUS HEALTH IS AN ACTIVE PARTICIPANT IN THE STATES OF TEXAS AND LOUISIANA MEDICAID PROGRAMS. 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. 15991626 0 25656548 OTHER GOVERNMENT SPONSORED PROGRAMS 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 UNREIMBURSED COSTS OF THESE SERVICES 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 ITS FEE SCHEDULE. 10342823 9735394 0 165342532 true true false true false false false false false false true false false false true true false true false false false false false false false false true true true false true false false false false false false false true false false false false false true true true false false true 219 0 true 1705 true true true false false false false false false false false false X 28 27 true false false false true true true true true false false true true true true true true true true false X SCOTT MERRYMAN 3185617172 3330 MASONIC DRIVE ALEXANDRIA LA 71301 GAVIN F CHICO MD DIRECTOR (EFF 1/1/14) 1.0 0.0 X GREGORY BARRO DIRECTOR (TERM 12/16/13) 1.0 0.0 X HONG Y LIU MD DIRECTOR (EFF 1/1/14) 1.0 0.0 X MARTIN W JOHNSON DIRECTOR (EFF 1/1/14) 1.0 0.0 X THOMAS S TRAWICK MD DIRECTOR (EFF 1/1/14) 1.0 0.0 X JOHN S VANHOOSE MD DIRECTOR (EFF 1/1/14) 1.0 0.0 X PHILIP COLE MD DIRECTOR (TERM 6/29/14) 1.0 0.0 X MOSELLE A DEARBONE PhD DIRECTOR (EFF 1/1/14) 1.0 0.0 X DALLAS L HIXON CHAIRPERSON (EFF 1/1/14) 1.0 0.0 X X RONNIE JOHNS DIRECTOR (EFF 1/1/14) 1.0 0.0 X Bernard S Johnson DIRECTOR 1.0 0.0 X ROBERT T CHANDLER DIRECTOR (EFF 1/1/14) 1.0 0.0 X ALOYSIA DUCOTE DIRECTOR (EFF 1/1/14) 1.0 0.0 X SISTER THERESA McGRATH CCVI DIRECTOR (EFF 1/1/14) 1.0 0.0 X SISTER MIRIAM T MILLER DIRECTOR 1.0 0.0 X NANCY STITCH DIRECTOR (EFF 1/1/14) 1.0 0.0 X WILLIE C WHITE III DIRECTOR 1.0 0.0 X THOMAS E TEM MCELROY DIRECTOR 1.0 0.0 X MARK F BROWN MD DIRECTOR 1.0 0.0 X CHARLES C CAMPBELL DIRECTOR 1.0 0.0 X JOHN C CROSBY MD DIRECTOR 1.0 0.0 X WILLIAM H GALLMANN MD DIRECTOR 1.0 0.0 X RAYMOND A HICKS DIRECTOR 1.0 0.0 X SUZANNE H STINSON DIRECTOR 1.0 0.0 X SUSAN A WOOD DIRECTOR 1.0 0.0 X STEPHANIE D EDMISTON DIRECTOR 1.0 0.0 X JOHN MARK GARRETT DIRECTOR 1.0 0.0 X SISTER ROSITA HYLAND CCVI DIRECTOR 1.0 0.0 X WALTER R LAMB DIRECTOR 1.0 0.0 X STEPHEN F WRIGHT PRESIDENT/CEO 16.0 24.0 X X 331055 496582 242379 SCOTT MERRYMAN CFO 16.0 24.0 X 203094 304642 71793 KIM KELSCH CORPORATE SECRETARY 40.0 0.0 X 5975 4391 WILLIAM W LUNN REg COO AND MINISTRY ADMIn 40.0 0.0 X 558769 0 187762 CHARLOTTE A KNOLL CHIEF NURSE EXECUTIVE 40.0 0.0 X 250860 0 84914 DIEDRE BARFIELD MD CHIEF MEDICAL OFFICER 20.0 20.0 X 215969 215971 142700 NANCY R HELLYER CHIEF ADMINISTRATIVE OFFICER 16.0 24.0 X 142968 214452 192353 CORRINE R FRANCIS VP, MISSION FOR CH 16.0 24.0 X 95608 143411 108207 SUSAN TUDOR VP, STRATEGY (TERM 6/30/14) 16.0 24.0 X 131846 197768 75618 WENDY WHITE VP, HUMAN RESOURCES 16.0 24.0 X 123283 184926 65039 DOROTHY J TRAVIS VP FINANCE (TERM 5/31/14) 40.0 0.0 X 171232 0 46813 ALBERT G ALEXANDER COMPLIANCE OFFICER 16.0 24.0 X 82598 123896 86735 JOHN STEPHENSON CRNA 40.0 0.0 X 216241 0 14165 DAVID DOUCET CRNA 40.0 0.0 X 202332 0 13246 ROBERT JENKINS CRNA 40.0 0.0 X 200318 0 10452 KIRK CASON CRNA 40.0 0.0 X 199423 0 11566 FLOYD VINING CRNA 40.0 0.0 X 198580 0 11196 Jason Rounds Former Chief Administrator 0.0 0.0 X 0 364340 103349 JOHN R GILCHRIST JR CHIEF PHlthrpy (term 5/31/13) 0.0 0.0 X 50043 75065 20433 3380194 2321053 1493111 36 true true false OMEGA DIAGNOSTICS LLC 2915 MISSOURI AVENUE SHREVEPORT LA 71109 LAB SERVICES 5377709 LSUHSC CLINICS PO BOX 33932 SHREVEPORT LA 71130 HEALTH SERVICES 952378 SHREVEPORT PHYSICAL THERAPY 1453 EAST BERT KOUNS SHREVEPORT LA 71105 THERAPY SERVICES 793245 WILLIAMS CREATIVE GROUP 330 MARSHALL STE 510 SHREVEPORT LA 71101 DIGITAL SERVICES 675174 THE DELTA PATHOLOGY GROUP LLC 3000 KNIGHT STREET SHREVEPORT LA 71105 PATHOLOGY SERVICES 618751 37 14760 83266 447709 25036 570771 NET PATIENT SERVICE REVENUE 621990 175480087 175480087 RENT RELATED TO EXEMPT FUNCTION 531120 4485994 4485994 WELLNESS CENTER 713940 2200133 2200133 PHARMACY 621990 563648 550208 13440 PHYSICIAN NOTE INTEREST INCOME 900099 4001 4001 823 823 182734686 30540 30540 0 12159 12159 0 0 0 81197 -81197 -81197 -81197 0 0 0 RADIOLOGY NONPATIENT BILLING REVENUE 900099 984474 984474 DIETARY SERVICES REVENUE 722320 706594 57763 648831 OTHER OPERATING REVENUE 900099 298023 298023 128097 128097 2117188 185384147 182721246 71203 2020927 9735394 9735394 0 0 0 0 2564573 2318322 242308 3943 0 50801286 45923299 4799887 78100 4470376 4470376 7202228 6509679 692549 3690391 3373196 303412 13783 384376 378610 5766 852408 852408 0 0 0 0 15170780 11002770 4162662 5348 993210 2142 991068 18606057 12929970 5637718 38369 8075408 8075408 0 4729637 4589256 140381 131745 46931 84186 628 0 323583 229538 73294 20751 4860176 4860176 0 4685976 4685976 2658169 2654737 3432 MEDICAL SUPPLIES 30197149 30190964 5387 798 PROVISION FOR UNCOLLECTIBLE AC 11121948 11121948 SALES & USE TAX 1612618 1612618 DUES & SUBSCRIPTIONS 105293 81127 23704 462 576695 550095 26600 183549476 165342532 18044762 162182 30648539 3082205 0 0 0 0 30052734 18011273 0 0 0 0 569504 477873 7554056 4854471 2002282 483414 321516183 238754092 68908446 82762091 412666 423173 0 0 14524 14524 154320 125498 402983 1799018 140720054 112033540 14872306 12325202 0 0 370384 0 0 0 0 0 0 0 0 0 0 0 74862692 45016597 90105382 57341799 X 50095208 54167159 519464 524582 0 0 50614672 54691741 140720054 112033540 X 1834671 10507 2231891 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 2504 false false 2504 false FORM 990, SCHEDULE C, PART II-B LOBBYING DESCRIPTION HEALTHCARE POLICY IS CRITICAL TO ALL AMERICANS AND CHRISTUS HEALTH NORTHERN LOUISIANA BELIEVES THAT HEALTH CARE PROVIDERS MUST PARTICIPATE IN FORMING HEALTH CARE POLICY BY INTERACTING WITH NATIONAL, STATE AND LOCAL REPRESENTATIVES AND THEIR STAFF MEMBERS TO HELP THEM BETTER UNDERSTAND THE COMPLEXITIES AND RAMIFICATIONS OF KEY HEALTH CARE POLICIES. FORM 990, Schedule C, Part II-b, line 1g DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY CHRISTUS HEALTH NORTHERN LOUISIANA HAD DIRECT CONTACT WITH THE U.S. HOUSE OF REPRESENTATIVES REGARDING THE IMPORTANCE OF MAINTAINING FINANCIALLY SOUND MEDICARE AND MEDICAID PROGRAMS AND THE NUMBER OF PERSONS POTENTIALLY IMPACTED BY THE PROPOSED REDUCTIONS IN GOVERNMENT HEALTH PROGRAMS. CHRISTUS HEALTH NORTHERN LOUISIANA HAD DIRECT CONTACT THROUGH TWO MEETINGS WITH VARIOUS MEMBERS OF THE LOUISIANA STATE LEGISLATURE TO SUPPORT LOUISIANA HB1 AND IN AN EFFORT TO RECEIVE BETTER FUNDING FOR HEALTH CARE AND TO PREVENT FURTHER REDUCTIONS IN FUNDING FOR HEALTH CARE. THE REPORTED EXPENSES ASSOCIATED WITH THESE ACTIVITIES INCLUDE STAFF COMPENSATION AND RELATED ALLOCABLE OVERHEAD. CONFERENCE CALLS, EMAILS, LETTER AND DIRECT CONTACT WITH CONGRESSMAN, SENATORS AND STAFF REGARDING HUEY P LONG TRANSITION. APPROXIMATELY SPENT $2,504 TOWARD LOBBYING. 17283651 17283651 176555931 138093030 38462901 111692275 97606590 14085685 15984326 3054472 12929854 82762091 0 DUE TO CHRISTUS HEALTH BOND FUND 27060937 DUE TO RELATED ORGANIZATIONS 17821428 SALES TAX PAYABLE 134232 45016597 X FORM 990, PART X, LINE 1 CASH - NON-BEARING INTEREST CHRISTUS HEALTH SYSTEM MAINTAINS A CENTRALIZED CASH MANAGEMENT SYSTEM. THIS CASH MANAGEMENT SYSTEM (CMS) INCLUDES A CONCENTRATION ACCOUNT WHEREIN DEPOSITS AND DISBURSEMENTS FOR RELATED CHRISTUS EXEMPT ORGANIZATIONS FLOW THROUGH THIS ACCOUNT AND OVER TO THE MANAGED INVESTMENT ACCOUNTS. EACH PARTICIPATING ORGANIZATION REPORTS A BALANCE IN THE CMS REFLECTIVE OF ITS CUMULATIVE CASH ACTIVITY. CASH BALANCES FOR EACH CHRISTUS ORGANIZATION ARE REPORTED ON FORM 990 IN ACCORDANCE WITH FINANCIAL STATEMENT REPORTING. CMS OWNERSHIP IS MAINTAINED BY CHRISTUS HEALTH (EIN 76-0590551) AND ALL ASSOCIATED INVESTMENT INCOME IS PROPERLY REPORTED ON THE CHRISTUS HEALTH FORM 990. FORM 990, SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS UNDER ASC 740 PER FOOTNOTE 3 IN THE CONSOLIDATED FINANCIAL STATEMENTS, THERE ARE NO MATERIAL UNRECORDED TAX LIABILITIES AS OF JUNE 30, 2014 AND 2013. true true X true X true X true true true false true true 2091483 2091483 0.01210 16893132 25656548 -8763417 18984615 25656548 -6671934 0.03870 11 8592 270794 270794 0.00160 2 29 124812 4432 120380 0.00070 1 230 25819 25819 0.00010 16 810097 9909476 9909476 0.05750 30 818948 10330901 4432 10326469 0.05990 30 818948 29315516 25660980 3654535 0.02120 1 16354 16354 0.00010 1 16354 16354 0.00010 true 11121948 414849 49759452 53089412 -3329960 X true true Omega Diagnostics Pathology Services 0.40000 0.46670 2 1 CHRISTUS SCHUMPERT HEALTH SYSTEM ONE SAINT MARY PLACE SHREVEPORT LA 71101 http://christushealthsb.org/ 193 X X X X 2 CHRISTUS SCHUMPERT HIGHLAND 1453 EAST BERT KOUNS LOOP SHREVEPORT LA 71105 http://christushealthsb.org/ 193 X X X CHRISTUS SCHUMPERT HEALTH SYSTEM 1 true X X X X X X X X X 12 true false true X http://christushealthsb.org/ X X X X X X X X X true false true true 200. true 400. true X X X true true X X X false false X true X false false CHRISTUS SCHUMPERT HIGHLAND 2 true X X X X X X X X X 12 true false true X http://christushealthsb.org/ X X X X X X X X X true false true true 200. true 400. true X X X true true X X X false false X true X false false Input for persons who represent the community SCHEDULE H, PART V, SECTION B, LINE 3 CHRISTUS HEALTH NORTHERN LOUISIANA COLLABORATED WITH COMMUNITY ORGANIZATIONS, CHURCHES, BUSINESSES, AGENCIES, LOCAL COLLEGES AND UNIVERSITIES, STATE INDIGENT PROGRAMS, THE COUNCIL ON ALCOHOLISM AND DRUG ABUSE OF NORTHWEST LOUISIANA, UNITED WAY, FOOD BANK OF NORTHERN LOUISIANA, COMMUNITY RENEWAL, CATHOLIC CHARITIES, LOCAL PHARMACIES, THE NORTH LOUISIANA AREA HEALTH EDUCATION CENTER, AND VARIOUS OTHER ORGANIZATIONS TO ESTABLISH A CHRISTUS HEALTH NORTHERN LOUISIANA ADVISORY COUNCIL TO DETERMINE THE COMMUNITY HEALTH NEEDS OF NORTHERN LOUISIANA. THE ADVISORY COUNCIL IDENTIFIED THE GAPS IN SERVICES ACROSS MULTIPLE COMMUNITIES TO INCLUDE: INADEQUATE HEALTH LITERACY; INADEQUATE HEALTH LITERATURE DISSEMINATION MECHANISMS TO AT-RISK POPULATIONS; AND AN INADEQUATE AMOUNT OF PRIMARY MEDICAL AND MENTAL HEALTH CARE PROVIDERS TO RURAL COMMUNITIES, AMONG SEVERAL OTHER NEEDS ALL SPECIFICALLY IDENTIFIED IN THE CHRISTUS HEALTH NORTHERN LOUISIANA COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). WORKING INTERNALLY AND WITH OUR COMMUNITY PARTNERS, THE RESULTS OF THE NEEDS ASSESSMENT WERE ANALYZED AND PRIORITIZED. EFFECTIVE PLANS AND STRATEGIES TO ADDRESS THOSE NEEDS WERE DESIGNED AND/OR CONTINUED. THE IDENTIFIED COMMUNITY HEALTH NEEDS WERE INCORPORATED INTO THE STRATEGIC GOALS OF CHRISTUS HEALTH NORTHERN LOUISIANA. Determination of eligibility for discounted care SCHEDULE H, Part V, Section B, Line 11 The hospital facility provides discounted care to all uninsured patients. In order to determine discounts for uninsured patients, the facility utilizes a sliding scale based on federal poverty guidelines and other criteria applied to a uniform fee schedule. The facility has implemented a 3 tier uninsured fee schedule wherein individuals between 201-300% of the Federal Poverty Level receive a specific discount percentage off of the uninsured discounted price; individuals between 301%-400% of the Federal Poverty Level receive a specific discount percentage off of the uninsured discounted price; and individuals above 401% of the Federal Poverty Level receive no additional discount off of the uninsured discounted price. There is no Federal Poverty Limit for the uninsured population to receive discounted care because all charges by the facility are based on the uninsured discounted price. The uninsured discounted price is based on the FY 2009 managed care average reimbursement rate, excluding implant and drug contribution dollars. How the hospital facility publicizes the financial assistance policy SCHEDULE H, Part V, Section B, Lines 14 & 14g The hospital facility's complete financial assistance policy is not posted in the facility's emergency rooms, waiting rooms or admissions offices; however, a notice that the financial assistance policy is available at the business office, online and is posted in the facility's emergency rooms, waiting rooms and admission offices. 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? SCHEDULE H, Part V, Section B, Line 15 The organization does not have a policy that addresses actions in the event of non-payment. The organization does not pursue any of the listed actions at lines 16 or 17 in pursuit of collections from individuals prior to making a reasonable effort to determine the patient's eligibility for financial assistance under CHRISTUS Health Management Directive 11. Determine the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care SCHEDULE H, Part V, Section B, Line 20D The hospital facility used the average managed care reimbursement rate from the fiscal year ending 6-30-09 in order to determine the maximum amounts that can be charged to FAP-eligible patients. The average managed care rate is the average reimbursement received for specific categories of services from the collective group of private insurers that reimburse all hospital facilities within the Christus Health System except St. Vincent Hospital and Christus Continuing Care. 2 Omega Diagnostics LLC PO Box 37589 Shreveport LA 71133 Pathology Clinic Bossier Specialty Hospital LLC PO Box 53045 Shreveport LA 71135 Short Term Acute Care Budgeted Charity Care SCHEDULE H, Part I, Line 5 The organization budgets charity care for internal financial review purposes only. The provision of charity care is not limited to amounts established for budgetary purposes. Annual Community Benefit Report SCHEDULE H, Part I, Line 6a A REPORT OF COMMUNITY BENEFIT IS INCLUDED IN A WRITTEN ANNUAL REPORT FOR CHRISTUS HEALTH, THE ORGANIZATION'S PARENT COMPANY. CHRISTUS HEALTH IS AN INTERNATIONAL, CATHOLIC, FAITH BASED, NONPROFIT HEALTH SYSTEM FORMED IN 1999 WITH A MISSION "TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST." THE ANNUAL COMMUNITY BENEFIT REPORT SUMMARIZES ACTIVITIES AND PROGRAMS CONDUCTED DURING THE PAST YEAR TO IMPROVE HEALTH INCLUDING PROACTIVE COMMUNITY HEALTH SERVICES. HOWEVER, THE ANNUAL REPORT IS ONLY A SNAPSHOT OF HOW THE ORGANIZATION DISTINGUISHES ITSELF IN ITS VISION TO BE A LEADER, A PARTNER, AND AN ADVOCATE IN CREATING INNOVATIVE HEALTH AND WELLNESS SOLUTIONS THAT IMPROVE THE LIVES OF INDIVIDUALS AND COMMUNITIES. SCHEDULE H, PART I, LINE 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 7F: ACTUAL EXPENSES LESS ANY DIRECT OFFSETTING REVENUE LINE 7G: RATIO OF PATIENT CARE COST TO CHARGES BASED ON SCHEDULE H, WORKSHEET 2 LINE 7H: Actual expenses less any direct offsetting revenue LINE 7I: ACTUAL EXPENSE OF THE CONTRIBUTIONS Percent of Total Expense SCHEDULE H, Part I, Line 7, column (f) TOTAL EXPENSE FROM FORM 990, PART IX, LINE 25, COLUMN (A) IS $183,549,476. THE BAD DEBT EXPENSE INCLUDED IN THIS AMOUNT IS $11,121,948. THIS LEAVES A TOTAL EXPENSE OF $172,427,528 FOR PURPOSES OF CALCULATING LINE 7, COLUMN (F). Description of Financial Assistance and Other Community Benefits as Percentage of Total Costs SCHEDULE H, Part I, Line 7, Column (f) The organization's total community benefit expense as reported on Part I, Line 7k, Column (c) as a percentage of total expense is 17.00%, which exceeds the amount reported on Part I, Line 7k Column (f) which is computed using net community benefit expense. CASH AND IN-KIND CONTRIBUTIONS SCHEDULE H, Part I, Line 7I CHRISTUS HEALTH NORTHERN LOUISIANA MADE OVER $9,909,476 IN CASH AND IN KIND CONTRIBUTIONS DURING FISCAL YEAR 2014. THE AFOREMENTIONED AMOUNT IS DETERMINED IN ACCORDANCE WITH REPORTING RULES FOR SCHEDULE H, WORKSHEET 8. AS SUCH THIS AMOUNT DIFFERS FROM GRANTS REPORTED ON 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 NOT FOR PROFIT AGENCIES AND GROUPS WHOSE VISION, MISSION, AND GOALS ARE CONSISTENT WITH CHRISTUS HEALTH'S MISSION, VALUES AND PHILOSOPHY OF A HEALTHY COMMUNITY. CHRISTUS FUND GRANTS TOTALING $55,964 WERE DONATED BY CHRISTUS HEALTH TO NONPROFIT ORGANIZATIONS LOCATED IN THE COMMUNITY SERVED BY CHRISTUS HEALTH NORTHERN LOUISIANA. THE GRANT DOLLARS WERE USED BY CHRISTUS HEALTH NORTHERN LOUISIANA TO SUPPORT PROGRAMS THAT PROMOTE THE HEALTH OF THE COMMUNITY THAT CHRISTUS HEALTH NORTHERN LOUISIANA SERVES, SUCH AS THE PROVISION OF SUPPORT TO A FREE CLINIC AND PHARMACY (MARTIN LUTHER KING HEALTH CENTER) THAT PROVIDES HEALTHCARE SERVICES TO THE UNINSURED. ALL GRANTS MADE TO OUTSIDE ORGANIZATIONS THROUGH THE CHRISTUS FUND ARE MADE TO NONPROFIT ORGANIZATIONS THAT USE THE GRANT MONEY TO SUPPORT THE HEALTH OF THE COMMUNITY. THESE GRANT DOLLARS ARE NOT INCLUDED ON SCHEDULE H, PART I, LINE 7(I). INDIGENT FUNDING EXPENSE OF $9,371,531 IS INCLUDED IN SCHEDULE H, PART I, LINE 7(I). Community Building Activities SCHEDULE H, PART II AMOUNTS REPORTED AT SCHEDULE H, PART II, COMMUNITY BUILDING ACTIVITIES INCLUDE PHYSICAL IMPROVEMENTS AND HOUSING, ECONOMIC DEVELOPMENT, COMMUNITY SUPPORT, LEADERSHIP DEVELOPMENT AND TRAINING FOR COMMUNITY MEMBERS, COMMUNITY HEALTH IMPROVEMENT ADVOCACY, AND WORKFORCE DEVELOPMENT. 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 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 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. REPORTED AT SCHEDULE H, PART II, LINE 3 "COMMUNITY SUPPORT" IS THE INCOME EARNED AT THE MARKET RATE LESS OUR LOAN RATE (FOREGONE INCOME), WHICH IS CONSIDERED A COMMUNITY BENEFIT FOR REPORTING PURPOSES. THOUGH OUTSTANDING LOAN BALANCES VARY THROUGHOUT THE YEAR, THE OUTSTANDING LOAN BALANCE AT THE END OF FISCAL YEAR 2014 WAS $542,269. THE FOREGONE INTEREST FOR CHRISTUS HEALTH NORTHERN LOUISIANA IN FISCAL YEAR ENDING JUNE 30, 2014 WAS $30,255. 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. ADVOCACY EFFORTS FOCUS ON THE NEEDS OF CHILDREN, INCLUDING SCHOOL-BASED HEALTH CENTERS AND SENIORS, AS WELL AS OTHER VULNERABLE POPULATIONS. THE EFFORTS ARE PROMOTING PROGRAMS SUCH AS HEALTH SCREENINGS AND EDUCATION FOR EARLY DETECTION OF CANCER AND HEART DISEASE, DIABETES AND IMMUNIZATIONS. Bad Debt Reporting in Accordance with HFMA Statement 15 SCHEDULE H, Part III, Section A, Line 1 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. Methodology Used in Determining Bad Debt SCHEDULE H, Part III, Section A, Line 2 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. Estimate of Bad Debt Expense Attributable to Patients Eligible Under Organization's Charity Care Policy SCHEDULE H, Part III, Section A, Line 3 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, 2014, 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 26.21% 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, 2014. Thus, the organization estimates that only 30% of the bad debt expenses in fiscal year ending June 30, 2014 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. Bad Debt Expense Footnote SCHEDULE H, Part III, Section A, Line 4 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 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 revenues, which include contractual allowances; provisions for bad debt; reserves for losses and expenses related to health care professional and general liabilities; determination of fair values of certain financial instruments; determination of fair value of certain goodwill and long-lived assets; 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." Extent to which shortfall should be treated as community benefit Costing Methodology SCHEDULE H, Part III, Section B, Line 8 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 ($3,089,624) if total expenses allocable to Medicare services were substituted on Schedule H, Part III, Line 6. Collection Policy SCHEDULE H, Part III, Section C, Line 9b 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. Needs Assessment SCHEDULE H, PART VI, LINE 2 CHRISTUS HEALTH NORTHERN LOUISIANA COLLABORATED WITH COMMUNITY ORGANIZATIONS, CHURCHES, BUSINESSES, AGENCIES, LOCAL COLLEGES AND UNIVERSITIES, STATE INDIGENT PROGRAMS, THE COUNCIL ON ALCOHOLISM AND DRUG ABUSE OF NORTHWEST LOUISIANA, UNITED WAY, FOOD BANK OF NORTHERN LOUISIANA, CATHOLIC CHARITIES, LOCAL PHARMACIES, THE NORTH LOUISIANA AREA HEALTH EDUCATION CENTER, AND VARIOUS OTHER ORGANIZATIONS TO ESTABLISH A CHRISTUS HEALTH NORTHERN LOUISIANA ADVISORY COUNCIL TO DETERMINE THE COMMUNITY HEALTH NEEDS OF NORTHERN LOUISIANA. THE ADVISORY COUNCIL IDENTIFIED THE GAPS IN SERVICES ACROSS MULTIPLE COMMUNITIES TO INCLUDE: INADEQUATE HEALTH LITERACY; INADEQUATE HEALTH LITERATURE DISSEMINATION MECHANISMS TO AT-RISK POPULATIONS; AND AN INADEQUATE AMOUNT OF PRIMARY MEDICAL AND MENTAL HEALTH CARE PROVIDERS TO RURAL COMMUNITIES, AMONG SEVERAL OTHER NEEDS ALL SPECIFICALLY IDENTIFIED IN THE CHRISTUS HEALTH NORTHERN LOUISIANA COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). WORKING INTERNALLY AND WITH OUR COMMUNITY PARTNERS, THE RESULTS OF THE NEEDS ASSESSMENT WERE ANALYZED AND PRIORITIZED. EFFECTIVE PLANS AND STRATEGIES TO ADDRESS THOSE NEEDS WERE DESIGNED AND/OR CONTINUED. THE IDENTIFIED COMMUNITY HEALTH NEEDS WERE INCORPORATED INTO THE STRATEGIC GOALS OF CHRISTUS HEALTH NORTHERN LOUISIANA. Patient education of eligibility for assistance SCHEDULE H, PART VI, LINE 3 CHRISTUS Health Northern Louisiana 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. COMMUNITY INFORMATION SCHEDULE H, PART VI, LINE 4 CHRISTUS HEALTH NORTHERN LOUISIANA IS LOCATED IN SHREVEPORT, LOUISIANA, WHICH IS IN THE NORTHWESTERN CORNER OF THE STATE. ITS SERVICE AREA EXTENDS TO NORTHEAST TEXAS AND SOUTHERN ARKANSAS, WHICH INCLUDES A POPULATION OF MORE THAN 1.1 MILLION PEOPLE. THE POPULATION IN THE ORGANIZATION'S SERVICE AREA, CONSISTENT WITH NATIONAL TRENDS, IS ANTICIPATING ITS LARGEST GROWTH IN ITS POPULATION OF PERSONS AGE 65 AND OLDER. THE SERVICE AREA'S POVERTY RATE IS 22 PERCENT, AND THE UNEMPLOYMENT RATE IS APPROXIMATELY AT 11.7 PERCENT. ROUGHLY 57 PERCENT OF HOUSEHOLDS IN THE SERVICE AREA ARE AT/BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. Promotion of Community Health SCHEDULE H, PART VI, LINE 5 CHRISTUS HEALTH NORTHERN LOUISIANA RESPONDS TO THE HEALTH CARE NEEDS OF ITS COMMUNITY THROUGH SERVICES PROVIDED AT CHRISTUS HIGHLAND MEDICAL CENTER, A 160-BED ACUTE CARE HOSPITAL THAT INCLUDES BIRTHING SUITES, MEDICAL AND SURGICAL CARE, A REHABILITATION UNIT, SKILLED NURSING, COMPREHENSIVE CORONARY CARE, ORTHOPEDICS AND EMERGENCY SERVICES. THE SYSTEM ALSO INCLUDES THE 79-BED CHRISTUS SCHUMPERT MEDICAL CENTER FOR SPECIALIZED CHILDREN'S CARE. EACH OF THE FACILITIES OF CHRISTUS HEALTH NORTHERN LOUISIANA SHARE ONE OBJECTIVE, WHICH IS TO LEAD THE WAY TO A HEALTHIER COMMUNITY. CHRISTUS HIGHLAND IN THE CHRISTUS HEALTH NORTHERN LOUISIANA REGION PROVIDES A 24 HOUR EMERGENCY ROOM THAT IS OPEN TO SERVE ALL THOSE IN NEED OF EMERGENT CARE, REGARDLESS OF THEIR ABILITY TO PAY. CHRISTUS HEALTH NORTHERN LOUISIANA HAS PART OWNERSHIP IN ONE DIAGNOSTIC SERVICE PROVIDER - OMEGA DIAGNOSTICS, L.L.C. CHRISTUS HEALTH NORTHERN LOUISIANA PROVIDES A FULL RANGE OF INPATIENT AND OUTPATIENT SERVICES TO THE PEOPLE FROM THE COMMUNITIES IT SERVES. IT CONDUCTS ITS ACTIVITIES AND SERVES ITS HEALTH CARE PURPOSE WITHOUT REGARD TO RACE, COLOR, CREED, RELIGION, GENDER, ORIENTATION, DISABILITY, AGE OR NATIONAL ORIGIN. CHRISTUS HEALTH NORTHERN LOUISIANA WORKS TO PROVIDE THE BEST CARE POSSIBLE REGARDLESS OF AN INDIVIDUAL'S ABILITY TO PAY. BY COLLABORATING WITH COMMUNITY ORGANIZATIONS, CHURCHES, BUSINESSES, AND OTHER HEALTH CARE ORGANIZATIONS, CHRISTUS HEALTH NORTHERN LOUISIANA HAS STRENGTHENED ITS ROLE AS A MAJOR PROVIDER OF COMPREHENSIVE ACCESSIBLE HEALTH CARE SERVICES. THESE PARTNERSHIPS WITH COMMUNITY ORGANIZATIONS HAVE SERVED TO ASSIST CHRISTUS HEALTH NORTHERN LOUISIANA TO CARE FOR THOSE IN NEED AND FOCUS ON ADDRESSING THE NEED FOR ACCESS TO HEALTH SERVICES, IN ADDITION TO ASSURING HEALTH IMPROVEMENT THROUGH HEALTH PROMOTION AND DISEASE PREVENTION. CHRISTUS HEALTH IS DEEPLY COMMITTED TO PROACTIVELY IMPROVING THE HEALTH OF INDIVIDUALS AND COMMUNITIES AND PARTICULARLY THE LARGE NUMBER OF UNINSURED AND UNDERINSURED PEOPLE. EVIDENCE FROM HUNDREDS OF COMMUNITIES AROUND THE COUNTRY DEMONSTRATES THE EFFECTIVENESS OF ENGAGING THE ENTIRE COMMUNITY IN EFFORTS TO EXPAND ACCESS TO HEALTH CARE. THEREFORE, CHRISTUS HEALTH STRIVES TO COLLABORATE WITH COMMUNITY PARTNERS. BY WORKING WITH AND/OR INITIATING COMMUNITY LED PARTNERSHIPS IN ALL THE COMMUNITIES SERVED BY CHRISTUS HEALTH, WE CAN ACHIEVE MEASURABLE AND SUSTAINABLE IMPROVEMENT IN OUR WELL BEING. CHRISTUS HEALTH NORTHERN LOUISIANA SUPPORTS MANY LOCAL COMMUNITY HEALTH SERVICES, INCLUDING THE CARA CENTER FOR VICTIMS OF CHILD ABUSE AND/OR NEGLECT AND VARIOUS SPECIALTY HEALTH PROGRAMS IN COLLABORATION WITH THE LOCAL UNIVERSITY HEALTH SCIENCE CENTER. CHRISTUS HEALTH NORTHERN LOUISIANA ALSO OPERATES THREE SCHOOL-BASED HEALTH CENTERS. "COMMUNITY SERVICES FOR A BROADER COMMUNITY" IS ALSO A PART OF CHRISTUS HEALTH NORTHERN LOUISIANA'S OVERALL COMMUNITY BENEFIT. CHRISTUS HEALTH NORTHERN LOUISIANA 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, DIABETES, HEART DISEASE, PROVISION OF A CONTINUUM OF CARE FOR OUR ELDERLY, THOSE SUFFERING FROM HIV/AIDS, AND FOR MANY OTHER EQUALLY WORTHY PURPOSES. CHRISTUS HEALTH NORTHERN LOUISIANA OPERATES THREE SCHOOL BASED HEALTH CENTERS WHICH PROVIDE SERVICES INCLUDING TREATMENT FOR MINOR ILLNESSES/INJURIES, ROUTINE PHYSICALS, ATHLETIC EXAMINATIONS, IMMUNIZATIONS, SCREENINGS FOR HEARING, VISION, SCOLIOSIS, REFERRALS AND FOLLOW UP FOR ACUTE AND CHRONIC ILLNESSES SUCH AS DIABETES AND ASTHMA, AND MENTAL HEALTH SERVICES SUCH AS COUNSELING FOR CRISIS FOR INDIVIDUALS AND FAMILIES. MORE THAN 2,000 STUDENTS (ELEMENTARY, MIDDLE AND HIGH SCHOOLS) ARE SERVED DURING THE SCHOOL YEAR. CHRISTUS HEALTH'S HEALTHY COMMUNITIES MODEL INCORPORATES THESE KEY PRINCIPLES: (1) COMMUNITY OWNERSHIP: SUCCESSFUL INITIATIVES BRING TOGETHER BUSINESS, GOVERNMENT, NONPROFIT, HEALTHCARE, FAITH COMMUNITIES AND CITIZEN LEADERS TO ADDRESS COMMUNITY ISSUES. EVERYONE SHOULD FEEL EMPOWERED. (2) WELL BEING OF THE COMMUNITY: THE UNIVERSAL DEFINITION OF HEALTH AND WHOLENESS EMBRACES THE PHYSICAL, EMOTIONAL, MENTAL AND SPIRITUAL DIMENSIONS OF LIFE. (3) GOALS AND MEASURES: USE BENCHMARKS AND MEASURE PROGRESS AND OUTCOMES. (4) PARTNERSHIPS AND COLLABORATIONS: BUILDING CAPACITY USING EXISTING COMMUNITY ASSETS HELPS TO MAGNIFY THE RESOURCES AVAILABLE. SOME OF THE MAIN COMMUNITY BUILDING ACTIVITIES IN WHICH CHRISTUS HEALTH NORTHERN LOUISIANA PARTICIPATES TO IMPROVE ACCESS TO HEALTH SERVICES, ENHANCES PUBLIC HEALTH, AND ADVANCE KNOWLEDGE INCLUDE: (1) PROMOTE HEALTHY LIVING TO STUDENTS AND FACULTY MEMBERS IN LOCAL SCHOOL DISTRICTS (PROJECT 5210 FOR OBESE CHILDREN PROGRAM IN THREE SCHOOLS TO PROVIDE FREE NUTRITIONAL EDUCATION AND SUPPORT). (2) DEVELOP PARTNERSHIPS AND OPPORTUNITIES FOR COLLABORATION WITH NONPROFIT AND RELIGIOUS ORGANIZATIONS, PARISH AND CIVIC OFFICES, INDUSTRIES AND BUSINESSES, PRIVATE AND PUBLIC SCHOOL SYSTEMS, HEALTH CARE PROVIDERS, AND SOCIAL SERVICE AGENCIES IN THE PROMOTION OF HEALTHY LIFESTYLES AND THE EXPLORATION OF HEALTH NEEDS WITHIN THE COMMUNITY. (3) PROMOTE AWARENESS AND UNDERSTANDING OF LACHIP THROUGH THE SCHOOL BASED HEALTH CLINICS AND OTHER HOSPITALS, THEREBY INCREASING THE ENROLLMENT OF ALL ELIGIBLE CHILDREN. (4) PROVIDE SUPPORT TO THE COMMUNITY HEALTH WORKER PROGRAM, A PARTNERSHIP BETWEEN CHRISTUS HEALTH AND THE MARTIN LUTHER KING HEALTH CLINIC, IN THE PROMOTION OF SELF-CARE MANAGEMENT OF HIGH RISK PATIENTS. (5) PROMOTE COLLABORATION AMONG LOCAL CHILD ABUSE AGENCIES BY HOUSING THESE GROUPS IN A SINGLE DWELLING (CARA CENTER AND GINGERBREAD HOUSE). THE CARA CENTER IS A PARTNERSHIP BETWEEN CHRISTUS HEALTH NORTHERN LOUISIANA AND LOUISIANA STATE UNIVERSITY HEALTH SCIENCES CENTER WHICH PROVIDES MEDICAL EXAMINATIONS FOR SUSPECTED CASES OF CHILD ABUSE AND NEGLECT. CHRISTUS HEALTH NORTHERN LOUISIANA REINVESTS ALL SURPLUS FUNDS BACK IN TO THE COMMUNITIES IT SERVES THROUGH EXPANDED HEALTH SERVICES, NEW TECHNOLOGIES, AND BETTER FACILITIES. AS A NOT FOR PROFIT ORGANIZATION AND AS A PART OF CHRISTUS HEALTH, A REGIONAL GOVERNING BOARD COMPRISED LARGELY OF INDEPENDENT COMMUNITY MEMBERS REPRESENTING THE MAKEUP OF THE AREA WE SERVE GUIDES CHRISTUS HEALTH NORTHERN LOUISIANA. 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. ALL PERSONS EMPLOYED AND AFFILIATED WITH CHRISTUS HEALTH NORTHERN LOUISIANA ARE REQUIRED TO COMPLETE ANNUAL CONFLICT OF INTEREST STATEMENTS. Affiliated health care system SCHEDULE H, PART VI, LINE 6 CHRISTUS Health Northern Louisiana 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 the countries of mexico and chile. A common mission, core values, and vision unite the health system. Each region, including CHRISTUS Health Northern Louisiana, 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 Health Northern Louisiana, 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. Community Benefit Report SCHEDULE H, PART VI, LINE 7 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 2012. Total community benefit for CHRISTUS Health is also reported in the annual report prepared and distributed by the system office. Christus Health's non-profit hospitals located in Texas file a community benefit report in the state of Texas. The Annual Statement of Community Benefits Standard (ASCBS) form and an annual report of the Community Benefits Plan are filed with the Texas Department of State Health Services (DSHS), as required by the Health and Safety Code, Sections 311.045 and 311.046. The 2013 ASCBS form is expanded to collect the information on charity care policies and community benefits in a standardized format. State Filing of Community Benefit Report: TX true LSU Health Sciences Foundation 920 Pierremont Rd Shreveport LA 71106 721402222 501(C)(3) 34000 lsu health sciences ctr shreveport 1501 kings highway Shreveport LA 71130 721031108 501(C)(3) 140000 BRF/SURGERY Martin Luther King Health Center 827 Margaret PL Shreveport LA 71101 721079721 501(C)(3) 60000 PROGRAM SUPPORT American Heart Association Inc PO BOX 4002900 DES MOINES IA 50340 135613797 501(C)(3) 37500 HEALTHY HEART SUPPORT DAVE RAINES COMMUNITY HEALTH CENTER 3041 Mlk JR DR Shreveport LA 71107 582000630 501(C)(3) 25000 PROGRAM SUPPORT SUSAN G KOMEN BREAST CANCER FOUNDATION PO BOX 4269 Shreveport LA 71134 751835298 501(C)(3) 12000 SPONSOR NORTH LOUISIANA ECONOMIC PARTNERSHIP ONE TEXAS CENTER SHREVEPORT LA 71101 720936419 501(C)(3) 10000 ECONOMIC DEVELOPMENT LOUISIANA CLINICAL SERVICES 3330 MASONIC DRIVE ALEXANDRIA LA 71301 274193861 501(C)(3) 753917 INDIGENT CARE FUNDING JEFFERSON CLINICAL SERVICES 3330 MASONIC DRIVE ALEXANDRIA LA 71301 452183224 501(C)(3) 306227 INDIGENT CARE FUNDING ALLEN CLINICAL SERVICES 8585 PICARDY AVENUE BATON ROUGE LA 70809 463081235 501(C)(3) 64907 INDIGENT CARE FUNDING OCHSNER CLINIC FOUNDATION 1514 JEFFERSON HIGHWAY JEFFERSON LA 70121 720502505 501(C)(3) 6204417 INDIGENT CARE FUNDING SCS SHREVEPORT CLINICAL SERVICES 8585 PICARDY AVENUE BATON ROUGE LA 70809 463775180 501(C)(3) 1862324 INDIGENT CARE FUNDING SISYPHUS CLINICAL SERVICES 3330 MASONIC DRIVE ALEXANDRIA LA 71301 463819294 501(C)(3) 179742 INDIGENT CARE FUNDING 13 Description of Organization's Procedures for Monitoring the Use of Grants 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 CHRISTUS HEALTH SYSTEM HOSPITALS SERVE VIA GRANTS PAID TO OTHER HOSPITALS AND HEALTHCARE ORGANIZATIONS LOCATED WITHIN SUCH COUNTIES. THIS CHARITABLE DONATION HELPS RELIEVE THE ADDITIONAL EXPENSE OF HEALTHCARE FOR THE INDIGENT POPULATION WITHIN OUR COMMUNITIES THAT THE FILING ORGANIZATION MAY NOT DIRECTLY SERVE IN ONE OF ITS HOSPITALS. THIS IS A RESULT OF OUR MISSION TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST, ESPECIALLY TO THE POOR AND UNDERSERVED. X X true true false true false false false false false false false STEPHEN F WRIGHT PRESIDENT/CEO 210782 316172 28380 42571 91893 137839 83898 125847 13054 19580 428007 642009 25660 38491 SCOTT MERRYMAN CFO 122685 184029 6926 10388 73483 110225 24173 36258 4545 6817 231812 347717 34974 52461 WILLIAM W LUNN REg COO AND MINISTRY ADMIn 401029 0 47453 0 110287 0 157773 0 29989 0 746531 0 65241 0 CHARLOTTE A KNOLL CHIEF NURSE EXECUTIVE 156115 0 30407 0 64338 0 82513 0 2401 0 335774 0 20406 0 DIEDRE BARFIELD MD CHIEF MEDICAL OFFICER 158045 158045 8446 8447 49478 49479 61205 61206 10144 10145 287318 287322 20680 20680 NANCY R HELLYER CHIEF ADMINISTRATIVE OFFICER 130068 195101 7425 11138 5475 8213 64303 96454 12638 18958 219909 329864 0 0 Jason Rounds Former Chief Administrator 0 239616 0 81905 0 42819 0 73926 0 29423 0 467689 0 13778 CORRINE R FRANCIS VP, MISSION FOR CH 81552 122327 10069 15104 3987 5980 35996 53993 7287 10931 138891 208335 0 0 JOHN R GILCHRIST JR CHIEF PHlthrpy (term 5/31/13) 35224 52836 0 0 14819 22229 5560 8340 2613 3920 58216 87325 0 0 SUSAN TUDOR VP, STRATEGY (TERM 6/30/14) 88120 132179 3961 5942 39765 59647 26913 40369 3334 5002 162093 243139 0 0 WENDY WHITE VP, HUMAN RESOURCES 81390 122086 3701 5552 38192 57288 21461 32192 4555 6831 149299 223949 12071 18107 DOROTHY J TRAVIS VP FINANCE (TERM 5/31/14) 123738 0 19022 0 28472 0 16738 0 30075 0 218045 0 0 0 JOHN STEPHENSON CRNA 216241 0 0 0 0 0 11030 0 3135 0 230406 0 0 0 DAVID DOUCET CRNA 202332 0 0 0 0 0 10312 0 2934 0 215578 0 0 0 ROBERT JENKINS CRNA 200318 0 0 0 0 0 7547 0 2905 0 210770 0 0 0 KIRK CASON CRNA 199423 0 0 0 0 0 8674 0 2892 0 210989 0 0 0 FLOYD VINING CRNA 198580 0 0 0 0 0 8317 0 2879 0 209776 0 0 0 ALBERT G ALEXANDER COMPLIANCE OFFICER 63640 95460 3045 4567 15913 23869 21992 32988 12702 19053 117292 175937 4336 6504 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. OFFICERS, KEY EMPLOYEES AND HIGHEST PAID EMPLOYEES ARE FULL-TIME EMPLOYEES. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS. SCHEDULE J, PART I, LINE 1A TAXABLE COMPENSATION WAS REPORTED TO VARIOUS OFFICERS AND BOARD MEMBERS RELATED TO COMPANION TRAVEL TO CHRISTUS MEETINGS. RELATED ORG DETERMINING CEO/PRESIDENT'S COMPENSATION SCHEDULE J, PART I, LINE 3 THE FILING ORGANIZATION'S CEO/PRESIDENT 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/PRESIDENT COMPENSATION. CHRISTUS HEALTH USES AN EXECUTIVE COMPENSATION COMMITTEE TO ESTABLISH AND APPROVE THE COMPENSATION OF THE FILING ORGANIZATION'S CEO/PRESIDENT. THIS COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT WHO PERFORMS BI-ANNUAL COMPENSATION SURVEY. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN 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. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT SCHEDULE J, PART I, LINE 4B AND SCHEDULE J, PART II, COLUMN(F) COMPENSATION REPORTED AS DEFERRED IN PRIOR FORM 990 STEPHEN WRIGHT WAS PAID $64,151 DURING CALENDAR YEAR 2013 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. SCOTT MERRYMAN WAS PAID $87,435 DURING CALENDAR YEAR 2013 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. WILLIAM LUNN WAS PAID $65,241 DURING CALENDAR YEAR 2013 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. CHARLOTTE KNOLL WAS PAID $20,406 DURING CALENDAR YEAR 2013 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. DIEDRE BARFIELD WAS PAID $41,360 DURING CALENDAR YEAR 2013 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. JASON ROUNDS WAS PAID $13,778 DURING CALENDAR YEAR 2013 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. WENDY WHITE WAS PAID $30,178 DURING CALENDAR YEAR 2013 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. ALBERT ALEXANDER WAS PAID $10,840 DURING CALENDAR YEAR 2013 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. SUPPLEMENTAL COMPENSATION INFORMATION 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. DEFERRED COMPENSATION 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. SUPPLEMENTAL COMPENSATION INFORMATION 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 2013. SUPPLEMENTAL COMPENSATION INFORMATION FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II THE BONUS AND INCENTIVE COMPENSATION REPORTED AS RELATED COMPENSATION WAS PAID TO THE FOLLOWING PERSONS BY CHRISTUS HEALTH, A RELATED ORGANIZATION OF THE FILING ENTITY: STEPHEN WRIGHT, SCOTT MERRYMAN, DOROTHY TRAVIS, DIEDRE BARFIELD, NANCY HELLYER, CORRINE FRANCIS, SUSAN TUDOR, WENDY WHITE, AND ALBERT ALEXANDER. OMEGA DIAGNOSTICS LLC SEE PART V 234721 Leases & Expense Reimbursement false OMEGA DIAGNOSTICS LLC SEE PART V 5350418 LAB SERVICES TO NOLA false PART IV, LINE 1 & 2, COLUMN B STEPHEN WRIGHT, OFFICER OF CHRISTUS HEALTH NORTHERN LOUISIANA AND OFFICER OF SCH MANAGEMENT SOLUTIONS, INC., IS A MEMBER OF THE MANAGEMENT COMMITTEE OF OMEGA DIAGNOSTICS, LLC. SCH MANAGEMENT SOLUTIONS, INC. OWNS 40% OF OMEGA DIAGNOSTICS, LLC. SCOTT MERRYMAN, OFFICER OF CHRISTUS HEALTH NORTHERN LOUISIANA AND OFFICER OF SCH MANAGEMENT SOLUTIONS INC., IS A MEMBER OF THE MANAGEMENT COMMITTEE OF OMEGA DIAGNOSTICS, LLC. SCH MANAGEMENT SOLUTIONS, INC. OWNS 40% OF OMEGA DIAGNOSTICS, LLC. WILLIAM LUNN, MD, KEY EMPLOYEE OF CHRISTUS HEALTH NORTHERN LOUISIANA, IS A MEMBER OF THE MANAGEMENT COMMITTEE OF OMEGA DIAGNOSTICS, LLC. DOING BUSINESS AS FORM 990, PAGE 1, ITEM C CHRISTUS HEALTH NORTHERN LOUISIANA IS DOING BUSINESS AS: CHRISTUS SCHUMPERT FIRST CARE BOSSIER CHRISTUS SCHUMPERT FIRST CARE SHREVEPORT CHRISTUS SCHUMPERT HEALTH SYSTEM CHRISTUS SCHUMPERT OCCUPATIONAL HEALTH SYSTEM CHRISTUS SCHUMPERT CHRISTUS HIGHLAND CHRISTUS BOSSIER CHRISTUS SCHUMPERT SCHOOL BASED HEALTH CENTER CHRISTUS SCHUMPERT HOSPITAL PHYSICIANS GRACE HOME CHRISTUS SCHUMPERT FIRST CARE BOSSIER CHRISTUS SCHUMPERT SPECIALTY FOR MEN AND WOMEN CHRISTUS SCHUMPERT WOMEN'S HEALTH CHRISTUS SCHUMPERT BREAST CENTER CHRISTUS HEALTH SHREVEPORT-BOSSIER CHRISTUS HIGHLAND MEDICAL CENTER CHRISTUS SCHUMPERT MEDICAL CENTER CHRISTUS SUTTON CHILDREN'S MEDICAL CENTER CHRISTUS LOUISIANA ATHLETIC CLUB - BOSSIER CHRISTUS LOUISIANA ATHLETIC CLUB - SHREVEPORT CHRISTUS LOUISIANA ATHLETIC CLUB - LAKE CHARLES CHRISTUS HEALTH SHREVEPORT-BOSSIER FOUNDATION CHRISTUS SCHUMPERT BREAST CENTER - SHREVEPORT CHRISTUS SCHUMPERT OUTPATIENT THERAPY SERVICES - SHREVEPORT CHRISTUS FOUNDATION SHREVEPORT-BOSSIER CHRISTUS PEDIATRIC ASSOCIATES SHREVEPORT-BOSSIER CHRISTUS LOUISIANA ATHLETIC CLUB SHREVEPORT-BOSSIER CHRISTUS WOUND & HYPERBARIC MEDICINE CENTER SHREVEPORT-BOSSIER DESCRIPTION OF OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED ROOTED IN OUR MISSION AND TRADITION, 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, CHRISTUS HEALTH STRIVES TO IMPROVE THE TOTAL HEALTH STATUS OF THE COMMUNITY THROUGH PROGRAMS THAT PLACE SERVICES WHERE THEY ARE NEEDED THE 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 INCLUDING COMMUNITY CLINICS, EDUCATION AND WELLNESS FOR TEEN MOMS, MEALS ON WHEELS, RESCUE MISSION, BACK TO SCHOOL CHILDREN'S PROGRAM, COMMUNITY IMPROVEMENT, AND A VARIETY OF OTHER SOCIAL SERVICES. CHRISTUS HEALTH NORTHERN LOUISIANA OPENS ITS DOORS TO VARIOUS COMMUNITY ORGANIZATIONS, MEDICAL STUDENTS, GROUPS, CLUBS, STATE AGENCIES, AND SUPPORT GROUPS WHICH NEED MEETING AND/OR OFFICE SPACE. THIS SERVICE IS PROVIDED AT NO COST TO THESE COMMUNITY, NON-PROFIT ORGANIZATIONS OR STATE AGENCIES. CHRISTUS HEALTH NORTHERN LOUISIANA PROVIDES NEEDED OFFICE SPACE AT LITTLE TO NO EXPENSE TO VARIOUS NON-PROFIT ORGANIZATIONS SUCH AS THE GINGERBREAD HOUSE-A CHILDREN'S ADVOCACY CENTER. ONE EXAMPLE OF CHRISTUS HEALTH COMMUNITY BENEFITS ACCOUNTED FOR UNDER COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED INCLUDE THE CHRISTUS COMMUNITY DIRECT INVESTMENT PROGRAM (CDI). 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 LOST FROM THE DIFFERENCE IN 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 HEALTH NORTHERN LOUISIANA. THOUGH OUTSTANDING LOAN BALANCES VARY THROUGHOUT THE YEAR, THE OUTSTANDING LOAN BALANCE AT THE END OF FISCAL YEAR 2014 WAS $542,269. THE FOREGONE INTEREST FOR CHRISTUS HEALTH NORTHERN LOUISIANA IN FY 2014 WAS $30,255. CHRISTUS HEALTH ESTABLISHED THE CHRISTUS FUND TO PROVIDE RESOURCES TO NOT-FOR-PROFIT AGENCIES AND GROUPS WHOSE VISION, MISSION AND GOALS ARE CONSISTENT WITH CHRISTUS HEALTH'S MISSION, VALUES AND PHILOSOPHY OF A HEALTHY COMMUNITY. WE BELIEVE THAT BY WORKING TOGETHER, WE CAN MAKE A PROFOUND DIFFERENCE IN THE QUALITY OF PEOPLES' LIVES AND CREATE SUSTAINABLE HEALTH IN OUR COMMUNITIES. DURING FY 2014, THE TOTAL GRANT MONEY DISTRIBUTED BY CHRISTUS HEALTH TO THE NORTHERN LOUISIANA REGION WAS $75,964. THE COST OF THESE GRANTS IS NOT INCLUDED IN THE PROGRAM SERVICE EXPENSES OF CHRISTUS HEALTH NORTHERN LOUISIANA. PROGRAM SERVICE EXPENSES = $9,594,756 GRANTS = $ 9,544,518 PROGRAM SERVICE REVENUE = $ 0 DESCRIPTION OF OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D 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, TO GOODWILL, UNITED WAY, LIVE WELL WOMEN'S SERIES, PROJECT 5210, SPORTS MEDICINE, AMERICAN HEART ASSOCIATION-GO RED FOR WOMEN, AMERICAN CANCER SOCIETY, MARCH OF DIMES, AND FOR MANY OTHER EQUALLY WORTHY PURPOSES. DURING FY 2014, 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. PROGRAM SERVICE EXPENSES = $ 748,067 GRANTS = $ 190,876 PROGRAM SERVICE REVENUE = $ 0 DESCRIPTION OF RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 2 OFFICER/DIRECTOR STEPHEN WRIGHT AND OFFICER SCOTT MERRYMAN HAVE A BUSINESS RELATIONSHIP AS BOTH SERVE AS OFFICERS OF SCH MANAGEMENT SOLUTIONS, INC. OFFICER SCOTT MERRYMAN AND KEY EMPLOYEE WILLIAM LUNN, MD HAVE A BUSINESS RELATIONSHIP AS BOTH SERVE AS MEMBERS OF THE MANAGEMENT COMMITTEE OF OMEGA DIAGNOSTICS, LLC. DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PART VI, SECTION A, 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, SECTION A, 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, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS FORM 990, PART VI, SECTION A, 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 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 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. DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, SECTION B, 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 2015 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. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, SECTION B, 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, SECTION B, LINES 15A & 15B THE EXECUTIVE COMPENSATION COMMITTEE OF CHRISTUS HEALTH DETERMINES THE COMPENSATION OF THE CEO, OFFICERS AND KEY EMPLOYEES OF CHRISTUS HEALTH AND CERTAIN OTHER OFFICERS AND KEY EMPLOYEES OF RELATED ORGANIZATIONS, INCLUDING CHRISTUS HEALTH NORTHERN LOUISIANA. 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 FORM 990, PART VI, SECTION C, LINE 18 CHRISTUS HEALTH AND MOST OF ITS AFFILIATED ENTITIES DO NOT HAVE FORMS 1023 BECAUSE OF ITS INCLUSION IN THE IRS GROUP RULING WITH THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS, WHICH COVERS THE ORGANIZATION LISTED IN THE ANNUAL OFFICIAL CATHOLIC DIRECTORY. CHRISTUS HEALTH'S WEBSITE DISPLAYS THE IRS GROUP RULING AND RELEVANT ANNUAL OFFICIAL CATHOLIC DIRECTORY PAGES FOR THE ORGANIZATIONS RELATED TO CHRISTUS HEALTH. FORMS 990 AND 990-T ARE MADE AVAILABLE UPON REQUEST. AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC FORM 990, PART VI, SECTION C, 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 LIABILITY EXPENSE $4,441,490 PENSION FUNDING ($2,213,989) UNRESTRICTED CONTRIBUTIONS $2,740 TEMPORARILY RESTRICTED CONTRIBUTIONS $1,650 --------------- TOTAL $2,231,891 CHRISTUS HEALTH ARK-LA-TEX 2600 ST MICHAEL DRIVE TEXARKANA TX 75503 752796815 HLTHCARE SVCs TX 501(C)(3) 3 CH true CHRISTUS CONTINUING CARE 1700 W LOOP SOUTH SUITE 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 1 CH true ST JOSEPH COMMUNITY FOUNDATION 2800 LAMAR AVE CAPITAL ONE 2ND F PARIS TX 75460 421619230 SUPT HLTH SVC TX 501(C)(3) 11-TYPE 1 CH true DUBUIS HEALTH SYSTEM INC 1700 West Loop South Ste 1100A HOUSTON TX 77027 721270964 HLTHCARE SVCS TX 501(C)(3) 9 CH true CHRISTUS HEALTH FOUNDATION 919 Hidden Ridge Drive Irving TX 75038 611500100 Supt Hlth Svc TX 501(C)(3) 11-TYPE 1 CH true CHRISTUS SCHUMPERT HEALTH SYSTEM FND ONE ST MARY PLACE SHREVEPORT LA 71101 721219280 HLTHCARE SVCS LA 501(C)(3) 7 CNLA 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 919 Hidden Ridge Drive Irving TX 75038 760590551 Supt Hlth Svc TX 501(C)(3) 9 NA false 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 SANTA ROSA HEALTH CARE CORP 333 N SANTA ROSA STREET SAN ANTONIO TX 78207 741109665 HLTHCARE SVCS TX 501(C)(3) 3 CH true CHRISTUS Health Liability Retention TrST 919 Hidden Ridge Drive Irving TX 75038 760259623 INS TRST TX 501(C)(3) 11-TYPE 1 CH true CHRISTUS HEALTH STRATEGIC GROWTH 919 HIDDEN RIDGE DRIVE IRVING TX 75038 462798043 SUPT HLTH SVC TX 501(C)(3) 11-TYPE I CH true CHRISTUS HEALTH PLAN LOUISIANA 919 HIDDEN RIDGE DRIVE IRVING TX 75038 464617988 MEDICAID HMO LA 501(C)(3) 9 CH true CHRISTUS HEALTH PLAN NEW MEXICO 919 HIDDEN RIDGE DRIVE IRVING TX 75038 464487295 MEDICAID HMO NM 501(C)(3) 9 CH true CHRISTUS PEDIATRIC PHYSICIAN GROUP 919 HIDDEN RIDGE DRIVE IRVING TX 75038 465203505 HLTHCARE SVCS TX 501(C)(3) 3 CH true SCH MANAGEMENT SOLUTIONS INC ONE ST MARY PLACE SHREVEPORT LA 71101 721270625 MGMT HOSP JV LA NOLA C CORP -111703 2430085 1.00000 true CHRISTUS Muguerza SAPI de CV HIDALGO PTE 2525 Col. Obispado, Monterrey N.L. MX 64060 HEALTHCARE SR MX CH C Corp false EMERALD ASSURANCE CAYMAN LTD PO BOX 1051 GRAND CAYMAN CJ KY1-1102 980407545 INSURANCE CJ CH C-CORP false false false true false false false false false true false true true false true true true false true CH WILKINSON PHYSICIAN NETWORK M 201666 ACCRUAL CH WILKINSON PHYSICIAN NETWORK J 713347 ACCRUAL CH WILKINSON PHYSICIAN NETWORK O 183208 ACCURAL CHRISTUS CONTINUING CARE L 54889 ACCRUAL CHRISTUS CONTINUING CARE O 69501 ACCRUAL CHRISTUS CONTINUING CARE Q 184387 ACCRUAL CHRISTUS HEALTH CENTRAL LOUISIANA M 867641 ACCRUAL CHRISTUS HEALTH CENTRAL LOUISIANA O 1504384 ACCRUAL CHRISTUS HEALTH CENTRAL LOUISIANA P 844971 ACCRUAL CHRISTUS SCHUMPERT HEALTH SYSTEM FOUNDATION C 75139 ACCRUAL