CHRISTUS SANTA ROSA HEALTH CARE CORPORATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTUS SANTA ROSA HEALTH CARE CORPORATION (EIN 74-1109665)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-12
- IRS object ID
- 201411329349303611
- Schema version
- 2012v2.3
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-12T16:08:05-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741109665 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christus Santa Rosa Health Care Corporation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % TONY LOBASSO | InCareOfName |
| Name Control | CHRI | NameControl |
| Phone | 2107042011 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 N Santa Rosa Street | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78207 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHAWN BARNETT | Name |
| Title | CFO/TREASURER | Title |
| Date Signed | 2014-05-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE O | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Pat Carrier | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 N Santa Rosa Street | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 612522219 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.christussantarosa.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | Supporting the health care ministries of the Sponsoring Congregations in extending the healing ministry of Jesus Christ in conformity with the ethical and moral teachings of the Roman Catholic Church. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4601 | TotalNbrEmployees |
| Total Nbr Volunteers | 952 | TotalNbrVolunteers |
| Total Gross UBI | 79515 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 48405 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5674948 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6698421 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 613693906 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 596959181 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 88104 | InvestmentIncomePriorYear |
| Investment Income Current Year | 424443 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8225048 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8440174 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 627682006 | TotalRevenuePriorYear |
| Total Revenue Current Year | 612522219 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 25890981 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 29673404 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 239695974 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 218540237 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1094627 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 371281295 | OtherExpensePriorYear |
| Other Expenses Current Year | 361599188 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 636868250 | TotalExpensesPriorYear |
| Total Expenses Current Year | 609812829 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -9186244 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2709390 | RevenuesLessExpensesCY |
| Total Assets BOY | 548208274 | TotalAssetsBOY |
| Total Assets EOY | 633101921 | TotalAssetsEOY |
| Total Liabilities BOY | 324660267 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 335168570 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 223548007 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 297933351 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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 | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 371507247 | Expense |
| Grants | 0 | Grants |
| Revenue | 252718964 | Revenue |
| Description | 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 2013 ALONE, WE WERE PRIVILEGED TO SERVE HUNDREDS OF THOUSANDS OF INDIVIDUALS IN VARIOUS WAYS INCLUDING 197,841 VISITS TO OUR EMERGENCY DEPARTMENT; 5,977 INPATIENT SURGERY PROCEDURES; 35,056 OUTPATIENT SURGERY VISITS; 24,365 PATIENTS WHO WERE ADMITTED TO OUR HOSPITALS FOR CARE; AND 193,568 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 143400051 | Expense |
| Grants | 0 | Grants |
| Revenue | 194371190 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12833983 | Expense |
| Grants | 0 | Grants |
| Revenue | 149869027 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 19032362 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 29673404 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 546773643 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 758 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 4601 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TONY LOBASSO | NamePerson |
| Telephone Number | 2107044624 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 N SANTA ROSA STREET | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78207 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| Charles E Amato | ||||||||||
| Director | 1.0 | 0.0 | X | |||||||
| Diana Burns-Banks MD | ||||||||||
| Director | 1.0 | 0.0 | X | |||||||
| Patrick B Carrier | ||||||||||
| President/CEO/ExOfficio | 40.0 | 0.0 | X | X | 631456 | 0 | 155604 | |||
| Shawn Barnett | ||||||||||
| CFO/Treasurer | 39.0 | 1.0 | X | X | 326317 | 0 | 86239 | |||
| Sister Germaine Corbin CCVI | ||||||||||
| Director | 1.0 | 0.0 | X | |||||||
| Larry J Benson | ||||||||||
| Director | 1.0 | 0.0 | X | |||||||
| Edward Riojas Jr | ||||||||||
| Director (Effective 1/1/13) | 1.0 | 0.0 | X | |||||||
| Sister Elizabeth Ann HayesCCVI | ||||||||||
| Vice Chairperson (Eff. 1/1/13) | 1.0 | 0.0 | X | X | ||||||
| Josue Robles Jr | ||||||||||
| Chairperson (Effective 1/1/13) | 1.0 | 0.0 | X | X | ||||||
| Yolanda M Santos PHD | ||||||||||
| Director | 1.0 | 0.0 | X | |||||||
| Melora Berardo MD | ||||||||||
| Med Staff Pres (eff. 1/1/13) | 1.0 | 0.0 | X | |||||||
| Elaine M Mendoza | ||||||||||
| Director | 1.0 | 0.0 | X | |||||||
| John W Feik | ||||||||||
| Director | 1.0 | 0.0 | X | |||||||
| Leonel Gomez | ||||||||||
| Director | 1.0 | 0.0 | X | |||||||
| Angela Hilger MD | ||||||||||
| MED STAFF PRES (TERM 12/31/12) | 1.0 | 0.0 | X | 25181 | ||||||
| Margaret Eckhardt | ||||||||||
| Secretary | 40.0 | 0.0 | X | 67813 | 1314 | |||||
| Cary Fox | ||||||||||
| Rgnl VP/Chief Admin. Officer | 40.0 | 0.0 | 378606 | 0 | 81387 | X | ||||
| James Martin MD | ||||||||||
| VP, Med Affairs & Regional CMO | 40.0 | 0.0 | 402041 | 0 | 106229 | X | ||||
| Marcella L Doderer | ||||||||||
| Vice President/Administrator | 40.0 | 0.0 | 365123 | 0 | 62613 | X | ||||
| Jeffrey A Bourgeois | ||||||||||
| Vice President/Administrator | 40.0 | 0.0 | 354814 | 0 | 75676 | X | ||||
| Geronimo M Rodriguez | ||||||||||
| VP/Administrator City Centre | 40.0 | 0.0 | 342550 | 0 | 64684 | X | ||||
| Patricia M Toney | ||||||||||
| VP/Chief Nurse Executive | 40.0 | 0.0 | 221038 | 0 | 69410 | X | ||||
| Jim Wesson | ||||||||||
| VP/Admin, NEW BRAUNFELS | 40.0 | 0.0 | 302310 | 0 | 80410 | X | ||||
| Renato Baciarelli | ||||||||||
| COO (TERM 9/23/12) | 40.0 | 0.0 | 422162 | 0 | 65101 | X | ||||
| PATRICIA MONTAGUE | ||||||||||
| CHIEF NURS OFFCR-CHILDREN HOSP | 40.0 | 0.0 | 198186 | 0 | 29816 | X | ||||
| Crystal H Kohanke | ||||||||||
| VP HR Santa Rosa Health System | 40.0 | 0.0 | 207510 | 0 | 60535 | X | ||||
| Roxanne Roecker Jenkins | ||||||||||
| Director Care Mgmt & ACCRDTTN | 40.0 | 0.0 | 210253 | 0 | 2158 | X | ||||
| Tony Lobasso | ||||||||||
| Vice President of Finance | 40.0 | 0.0 | 214283 | 0 | 19525 | X | ||||
| Douglas K Hazlett | ||||||||||
| Clinical Pharmicist | 40.0 | 0.0 | 214870 | 0 | 20241 | X | ||||
| George A Gellert | ||||||||||
| Medical Director | 40.0 | 0.0 | 234092 | 0 | 19598 | X | ||||
| Ernie Sadau | ||||||||||
| Int Pres/CEO (1/31/10-2/28/10) | 0.0 | 40.0 | 0 | 1618826 | 339909 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5118605 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1618826 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1340449 | TotalOtherCompensation |
| Number Individuals GT100 K | 201 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| IRON MOUNTAIN | |||||
| 928 S Medina St | SAN ANTONIO | TX | 78207 | DOCUMENT SERVICES | 5524874 |
| RICOH | |||||
| 7330 San Pedro Ave Ste 820 | SAN ANTONIO | TX | 78216 | COPIER SERVICES | 5223804 |
| MEDLINE | |||||
| 1410 S Callaghan Rd | SAN ANTONIO | TX | 78227 | MEDICAL SUPPLIES | 1736929 |
| SPRINT PC | |||||
| 1717 Main Street Suite 5200 | DALLAS | TX | 75201 | TELEPHONE SERVICES | 1603720 |
| ALCORN LAB | |||||
| 1023 N Main Ave | SAN ANTONIO | TX | 78212 | MEDICAL TESTING | 1392376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 67 | NumberOfContractorsGT100K |
| Federated Campaigns | 757230 | FederatedCampaigns |
| Related Organizations | 558523 | RelatedOrganizations |
| Government Grants | 2243826 | GovernmentGrants |
| All Other Contributions | 3138842 | AllOtherContributions |
| Total Contributions | 6698421 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 621110 | 595655136 | 595586199 | 68937 |
| RENT RELATED TO EXEMPT PURPOSE | 531120 | 1304045 | 1304045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 596959181 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 227281 | TotalRevenueColumn |
| Exclusion | $227,281 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 197162 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 197162 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 197162 | TotalRevenueColumn |
| Exclusion | $197,162 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| MANAGEMENT SERVICES | 541610 | 2426144 | $2,426,144 |
| DIETARY SERVICE REVENUE | 722210 | 3051653 | $3,051,653 |
| CHEMO & RCH PHARMACY | 722210 | 1031804 | $1,031,804 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1930573 | TotalRevenueColumn |
| Unrelated Business Revenue | 10578 | UnrelatedBusinessRevenue |
| Exclusion | $1,919,995 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8440174 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 612522219 | TotalRevenueColumn |
| Related Or Exempt Function Income | 596890244 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 79515 | UnrelatedBusinessRevenue |
| Exclusion | $8,854,039 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29673404 | Total |
| Program Services | 29673404 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4199595 | Total |
| Program Services | 3782171 | ProgramServices |
| Management And General | 395782 | ManagementAndGeneral |
| Fundraising | 21642 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171259845 | Total |
| Program Services | 154237263 | ProgramServices |
| Management And General | 16140011 | ManagementAndGeneral |
| Fundraising | 882571 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10886494 | Total |
| Program Services | 10467835 | ProgramServices |
| Management And General | 418659 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19451181 | Total |
| Program Services | 17412172 | ProgramServices |
| Management And General | 1983799 | ManagementAndGeneral |
| Fundraising | 55210 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12743122 | Total |
| Program Services | 11559886 | ProgramServices |
| Management And General | 1126436 | ManagementAndGeneral |
| Fundraising | 56800 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3071524 | Total |
| Program Services | 263417 | ProgramServices |
| Management And General | 2808107 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 988885 | Total |
| Management And General | 988885 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24368 | Total |
| Management And General | 24368 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101 | Total |
| Management And General | 101 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56769650 | Total |
| Program Services | 42563001 | ProgramServices |
| Management And General | 14163449 | ManagementAndGeneral |
| Fundraising | 43200 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1533860 | Total |
| Program Services | 77206 | ProgramServices |
| Management And General | 1454492 | ManagementAndGeneral |
| Fundraising | 2162 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61518575 | Total |
| Program Services | 49030224 | ProgramServices |
| Management And General | 12460159 | ManagementAndGeneral |
| Fundraising | 28192 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21354457 | Total |
| Program Services | 21354457 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9895776 | Total |
| Program Services | 7875216 | ProgramServices |
| Management And General | 2020560 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 896545 | Total |
| Program Services | 532492 | ProgramServices |
| Management And General | 363559 | ManagementAndGeneral |
| Fundraising | 494 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 499061 | Total |
| Program Services | 413718 | ProgramServices |
| Management And General | 85343 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17452728 | Total |
| Program Services | 17391905 | ProgramServices |
| Management And General | 60823 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36493949 | Total |
| Program Services | 32161123 | ProgramServices |
| Management And General | 4332826 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5721147 | Total |
| Program Services | 5721106 | ProgramServices |
| Management And General | 41 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MEDICAL SUPPLIES | 85336707 | 85135278 | 197073 | 4356 |
| PROVISION FOR UNCOLLECTIBLE AC | 53155067 | 53155067 | ||
| RECRUITMENT/PLACEMENT FEES | 3441363 | 1702142 | 1739221 | |
| UBTI TAX EXPENSE | 22212 | 22212 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3423213 | Total |
| Program Services | 2264560 | ProgramServices |
| Management And General | 1158653 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 609812829 | Total |
| Program Services | 546773643 | ProgramServices |
| Management And General | 61944559 | ManagementAndGeneral |
| Fundraising | 1094627 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30929484 | BOY |
| EOY | 53063071 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54663281 | BOY |
| EOY | 64944645 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21441937 | BOY |
| EOY | 21700625 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18595369 | BOY |
| EOY | 19249807 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1185929 | BOY |
| EOY | 2164222 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 691821804 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 361499267 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 327212399 | BOY |
| EOY | 330322537 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 375324 | BOY |
| EOY | 375324 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93095 | BOY |
| EOY | 2932097 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49330027 | BOY |
| EOY | 48487519 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44381429 | BOY |
| EOY | 89862074 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 548208274 | BOY |
| EOY | 633101921 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47420685 | BOY |
| EOY | 48177062 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 378707 | BOY |
| EOY | 708931 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 53537 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276860875 | BOY |
| EOY | 286229040 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 324660267 | BOY |
| EOY | 335168570 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223172967 | BOY |
| EOY | 232116941 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 375040 | BOY |
| EOY | 60478132 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 5338278 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223548007 | BOY |
| EOY | 297933351 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 548208274 | BOY |
| EOY | 633101921 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2709390 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 71675954 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | true | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | true | MailingsMembers |
| Mailings Members | $10 | MailingsMembersAmount |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $13,081 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 13091 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING DESCRIPTION | Identifier |
| Return Reference | FORM 990, SCHEDULE C, PART II-B, LINE 1B | ReturnReference |
| Explanation | HEALTHCARE POLICY IS CRITICAL TO ALL AMERICANS. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION 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. PART II-B, LINES 1D & 1G, "MAILINGS TO MEMBERS, LEGISLATORS, OR THE PUBLIC"- AT THE FEDERAL LEVEL, CHRISTUS SANTA ROSA HEALTH CARE CORPORATION EMPLOYEES PERSONALLY VISITED WITH TEXAS CONGRESSIONAL MEMBERS AND THEIR STAFF TO DISCUSS HEALTH CARE REFORM, FEDERAL BUDGET, SEQUESTRATION, MEDICAID, MEDICARE, LONG-TERM CARE, HEALTH INFORMATION TECHNOLOGY, DRUG SHORTAGES, 340B, PHYSICIAN REIMBURSEMENT, QUALITY, CHOFSA, DSH, DSH HOSPITAL SPECIFIC LIMIT, GME, AND PEDIATRIC MEDICAL/PHYSICIAN ISSUES. CSRHS EMPLOYEES MET WITH CMS REPRESENTATIVES TO DISCUSS DSH, MEDICAID EXPANSION, AND OUTREACH FOR HIE. E-MAIL, LETTER AND PHONE COMMUNICATIONS WERE USED WITH CONGRESSIONAL MEMBERS AND/OR STAFF ON PHYSICIAN PAYMENT, CHGME FUNDING, DSH, MEDICAID, 340B, DRUG SHORTAGES, AND HEALTH CARE REFORM ISSUES. FEDERAL BILLS: 1. THE BUDGET CONTROL ACT OF 2012 - PROVISIONS RELATING TO SEQUESTRATION. 2. HR 297 RE-AUTHORIZE PROGRAM AND FUNDING FOR THE CHILDREN'S HOSPITAL GRADUATE MEDICAL EDUCATION PROGRAM. 3. THE MEDICARE AUDIT IMPROVEMENT ACT-HR1250;S1012. 4. THE PATIENT PROTECTION AND AFFORDABLE CARE ACT, PROVISIONS RELATED TO THE EXPANSION OF HEALTH INSURANCE COVERAGE AND $155 BILLION IN CUTS TO HOSPITAL PAYMENTS-HR1920. AT THE STATE LEVEL, CSRHS BOARD MEMBERS AND EMPLOYEES MADE PERSONAL VISITS WITH TEXAS LEGISLATIVE MEMBERS AND STAFF, TEXAS LEADERSHIP AND STAFF, AND THE TEXAS HEALTH AND HUMAN SERVICES COMMISSION LEADERSHIP AND STAFF. EMPLOYEES PARTICIPATED IN NUNS ON THE BUS AND MEDICAID MATTERS RALLIES. LETTERS, EMAILS AND PHONE COMMUNICATIONS WERE ALSO USED WITH SAME AUDIENCE. TOPICS DISCUSSED: APPROPRIATIONS, 1115 WAIVER, DSH, MEDICAID, EXPANSION OF MEDICAID, CH OF SA, UNCOMPENSATED CARE, APR-DRG'S, QUALITY, TEXAS BUDGET, STAR KIDS, GME, TEXTING, OBESITY, HUMAN TRAFFICKING, IMMUNIZATIONS, NEWBORN SCREENINGS, NICU, DRIVER RESPONSIBILITY, TRAUMA, HEALTH CARE, WORKFORCE, ADVANCE DIRECTIVES, FREE-STANDING EC'S, WOMEN'S HEALTH, MENTAL HEALTH, SEXUAL ASSAULT VICTIMS, AND MEDCARES. CSRHS PRES/CEO PARTICIPATED AS A MEMBER IN THE HHSC 1115 WAIVER ADVISORY GROUP. LISTING OF BILLS: STATE-HB 10,15, 63, 91, 104, 158, 245, 303, 453, 581, 790, 914, 997, 1025, 1055, 1085, 1294, 1389, 1444, 1539,1605, 1633, 1656, 1689, 1704, 1745, 1803,1856, 2070, 2072, 2128, 2186, 2295, 2296, 2359, 2360, 2364, 2550, 2559, 2560, 2700, 2816, 2838, 2843, 2880, 3020, 3158, 3238, 3285, 3376, 3426, 3427, 3534, 3680, 3692, 3715, 3731, 3791;SB 1, 7, 8, 28, 57, 61, 62, 63, 64, 143, 303, 317, 406, 675, 679, 682, 746, 830, 872, 937, 938, 944, 993, 1150, 1177, 1191, 1192, 1193, 1198, 1455, 1463, 1464, 1470, 1471, 1535, 1542, 1591, 1752, 1765, 1795, 1829, 1842, 1889; CHRISTUS SANTA ROSA HEALTH CARE CORPORATION DID NOT SUBSTANTIALLY LOBBY DURING THE FISCAL YEAR 6-30-13. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16782245 | OtherCostOrOtherBasis |
| Book Value | 16782245 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 339427421 | OtherCostOrOtherBasis |
| Depreciation | 183484033 | Depreciation |
| Book Value | 155943388 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4928522 | OtherCostOrOtherBasis |
| Depreciation | 4592943 | Depreciation |
| Book Value | 335579 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 299584592 | OtherCostOrOtherBasis |
| Depreciation | 169398676 | Depreciation |
| Book Value | 130185916 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31099024 | OtherCostOrOtherBasis |
| Depreciation | 4023615 | Depreciation |
| Book Value | 27075409 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 330322537 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTEREST IN SUPPORTING ORG | 65411317 |
| DUE FROM RELATED ORGANIZATIONS | 24450757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 89862074 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TAX EXEMPT BOND LIABILITIES | $267,371,097 |
| LT PORTION-CAPITAL LEASE BLDG/HOSP | $13,265,390 |
| INVESTMENT IN SUBSIDIARIES | $3,483,150 |
| FIN 45 - LT PORTION PHY INCOME GUARANTEE | $1,987,564 |
| STATE SALES TAX PAYABLE | $121,839 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 286229040 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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, 2013 AND 2012. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent400 | X | Pcent400 |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 26645387 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 26645387 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.04790 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 151141748 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 194314513 | DirectOffsettingRevenue |
| Net Community Benefit Expense | -43172765 | NetCommunityBenefitExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 177787135 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 194314513 | DirectOffsettingRevenue |
| Net Community Benefit Expense | -16527378 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02970 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 4 | NumberOfActivitiesOrPrograms |
| Total Community Benefit Expense | 1068697 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 1068697 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00190 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Total Community Benefit Expense | 4866959 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 2610519 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2256440 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00410 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 3 | NumberOfActivitiesOrPrograms |
| Total Community Benefit Expense | 14709175 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 14709175 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02640 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 8 | NumberOfActivitiesOrPrograms |
| Total Community Benefit Expense | 20644831 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 2610519 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 18034312 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03240 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 8 | NumberOfActivitiesOrPrograms |
| Total Community Benefit Expense | 198431966 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 196925032 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1506934 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00270 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 2 | NumberOfActivitiesOrPrograms |
| Total Community Building Expense | 53866 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 53866 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 2 | NumberOfActivitiesOrPrograms |
| Total Community Building Expense | 53866 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 53866 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $53,155,067 | BadDebtExpenseAmount |
| Amount Attributable To | 2014577 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 85272663 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 115532446 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -30259783 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
Form990 Schedule H Part IV Form990ScheduleHPartIV (6 entries)
| Description Ent Primary ActivityDescriptionEntPrimaryActivity | Organization Profit Or OwnershipOrganizationProfitOrOwnership | Physicans Profit Or OwnershipPhysicansProfitOrOwnership |
|---|---|---|
| McKenna Lsng GP LLC | ||
| Medical Equipment Leasing | 0.71250 | 0.28750 |
| Chr Sn Rsa Otpt Sgy | ||
| Outpatient Surgery Center | 0.57090 | 0.41720 |
| McKenna Eqmt LsnsLP | ||
| Medical Equipment Leasing | 0.71250 | 0.25540 |
| CR SN RS PH AB SG CT | ||
| Surgery Center | 0.52050 | 0.27960 |
| N BRNFLS SRG CN LLC | ||
| Surgery Center | 0.54360 | 0.46640 |
| CR SN RS SRG CN LLP | ||
| Surgery Center | 0.61340 | 0.12500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Hospital Facilities | 6 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (6 entries)
| Facility NumberFacilityNumber | Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Childrens HospitalChildrensHospital | Er24 HoursEr24Hours | OtherOther |
|---|---|---|---|---|---|---|---|---|---|
| CHRISTUS SANTA ROSA CHILDREN'S HOSPIT | |||||||||
| 1 | 333 N SANTA ROSA STREET | SAN ANTONIO | TX | 78207 | X | X | X | X | |
| CHRISTUS SANTA ROSA NEW BRAUNFELS | |||||||||
| 2 | 600 N UNION AVENUE | NEW BRAUNFELS | TX | 78130 | X | X | X | ||
| CHRISTUS SANTA ROSA WESTOVER HILLS | |||||||||
| 3 | 10539 STATE HWY 151 | SAN ANTONIO | TX | 78251 | X | X | X | ||
| CHRISTUS SANTA ROSA HOSPITAL CITY CTR | |||||||||
| 4 | 333 N SANTA ROSA STREET | SAN ANTONIO | TX | 78207 | X | X | X | ||
| CHRISTUS SANTA ROSA MEDICAL CENTER | |||||||||
| 5 | 2827 BABCOCK ROAD | SAN ANTONIO | TX | 78229 | X | X | X | ||
| CHRISTUS SANTA ROSA HOSPITAL ALAMO HE | |||||||||
| 6 | 403 TREELINE PARK | SAN ANTONIO | TX | 78209 | X | X | X | REHABILITATION HOSPITAL | |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (6 entries)
| Hospital Facility NumberHospitalFacilityNumber | CHNA ConductedCHNAConducted | Community DefinitionCommunityDefinition | Community DemographicsCommunityDemographics | Existing ResourcesExistingResources | How Data ObtainedHowDataObtained | Community Health NeedsCommunityHealthNeeds | Other Health IssuesOtherHealthIssues | Identifying ProcessIdentifyingProcess | Consulting ProcessConsultingProcess | Information GapsInformationGaps | Needs Assessment ConductedNeedsAssessmentConducted | Take Into AccountTakeIntoAccount | Other FacilitiesOtherFacilities | CHNA Widely AvailableCHNAWidelyAvailable | Own WebsiteOwnWebsite | On RequestOnRequest | Execute Implement StrategyExecuteImplementStrategy | Develop Community PlanDevelopCommunityPlan | Participate Community PlanParticipateCommunityPlan | Include Operational PlansIncludeOperationalPlans | Adopt BudgetAdoptBudget | Prioritize Health NeedsPrioritizeHealthNeeds | Prioritize ServicesPrioritizeServices | All Needs AddressedAllNeedsAddressed | Organization Incur Excise TaxOrganizationIncurExciseTax | Eligibility Criteria ExplainedEligibilityCriteriaExplained | Uses FPG FreeUsesFPGFree | FPG Free PercentFPGFreePercent | Uses FPG DiscountedUsesFPGDiscounted | FPG Discount PercentFPGDiscountPercent | Explains BasisExplainsBasis | Income LevelIncomeLevel | Medical IndigencyMedicalIndigency | Insurance StatusInsuranceStatus | Uninsured DiscountUninsuredDiscount | Medicaid MedicareMedicaidMedicare | Explains Application MethodExplainsApplicationMethod | Includes Publicity MeasuresIncludesPublicityMeasures | Posted On WebsitePostedOnWebsite | Available On RequestAvailableOnRequest | Other PublicityOtherPublicity | Actions On NonpaymentActionsOnNonpayment | Collection ActivitiesCollectionActivities | Notify Upon AdmissionNotifyUponAdmission | Nondiscrim Emergency Care PolicyNondiscrimEmergencyCarePolicy | Used Other MethodUsedOtherMethod | Amounts Generally BilledAmountsGenerallyBilled | Gross ChargesGrossCharges | Adopt Implement StrategyAdoptImplementStrategy |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTUS SANTA ROSA CHILDREN'S HOSPIT | |||||||||||||||||||||||||||||||||||||||||||||||||
| 1 | true | X | X | X | X | X | X | X | X | X | 12 | true | true | true | X | X | X | X | X | X | X | X | X | false | false | true | true | 200. | true | 400. | true | X | X | X | X | X | true | true | X | X | X | false | false | X | true | X | false | false | |
| CHRISTUS SANTA ROSA NEW BRAUNFELS | |||||||||||||||||||||||||||||||||||||||||||||||||
| 2 | true | X | X | X | X | X | X | X | X | X | 12 | true | true | true | X | X | X | X | X | X | X | X | X | false | false | true | true | 200. | true | 400. | true | X | X | X | X | X | true | true | X | X | X | false | false | X | true | X | false | false | |
| CHRISTUS SANTA ROSA WESTOVER HILLS | |||||||||||||||||||||||||||||||||||||||||||||||||
| 3 | true | X | X | X | X | X | X | X | X | X | 12 | true | true | true | X | X | X | X | X | X | X | X | X | false | false | true | true | 200. | true | 400. | true | X | X | X | X | X | true | true | X | X | X | false | false | X | true | X | false | false | X |
| CHRISTUS SANTA ROSA HOSPITAL CITY CTR | |||||||||||||||||||||||||||||||||||||||||||||||||
| 4 | true | X | X | X | X | X | X | X | X | X | 12 | true | true | true | X | X | X | X | X | X | X | X | X | false | false | true | true | 200. | true | 400. | true | X | X | X | X | X | true | true | X | X | X | false | false | X | true | X | false | false | |
| CHRISTUS SANTA ROSA MEDICAL CENTER | |||||||||||||||||||||||||||||||||||||||||||||||||
| 5 | true | X | X | X | X | X | X | X | X | X | 12 | true | true | true | X | X | X | X | X | X | X | X | X | false | false | true | true | 200. | true | 400. | true | X | X | X | X | X | true | true | X | X | X | false | false | X | true | X | false | false | |
| CHRISTUS SANTA ROSA HOSPITAL ALAMO HE | |||||||||||||||||||||||||||||||||||||||||||||||||
| 6 | true | X | X | X | X | X | X | X | X | X | 12 | true | true | true | X | X | X | X | X | X | X | X | X | false | false | true | true | 200. | true | 400. | true | X | X | X | X | X | true | true | X | X | X | false | false | X | true | X | false | false | |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 4 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (4 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| 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 |
Form990 Schedule H Part VI Form990ScheduleHPartVI (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART I, LINE 5 | BUDGETED CHARITY CARE | THE ORGANIZATION BUDGETS CHARITY CARE FOR INTERNAL FINANCIAL REVIEW PURPOSES ONLY. THE PROVISION OF CHARITY CARE IS NOT LIMITED TO AMOUNTS ESTABLISHED FOR BUDGETARY PURPOSES. 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 $609,812,829. THE BAD DEBT EXPENSE INCLUDED IN THIS AMOUNT IS $53,155,067. THIS LEAVES A TOTAL EXPENSE OF $556,657,762 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 35.65%, WHICH EXCEEDS THE AMOUNT REPORTED ON PART I, LINE 7K COLUMN (F) WHICH IS COMPUTED USING NET COMMUNITY BENEFIT EXPENSE. PART I, LINE 7I CASH AND IN-KIND CONTRIBUTIONS CHRISTUS SANTA ROSA HEALTH CARE CORPORATION MADE OVER $14,709,175 IN CASH AND IN KIND CONTRIBUTIONS DURING FISCAL YEAR 2013. 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 $245,000 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 $14,642,615 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 7F: 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, 2013 WAS $22,124. 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 2013, 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, 2013, 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 29.32% 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, 2013. THUS, THE ORGANIZATION ESTIMATES THAT ONLY 3.21% OF THE BAD DEBT EXPENSES IN FISCAL YEAR ENDING JUNE 30, 2013 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 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." 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 ($30,259,783) 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. SCHEDULE H, PART V, SECTION B, LINE 3 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 NOW DATA. 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 PERSON 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 FOU |
| 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 SANTA ROSA HEALTH CARE CORPORATION ALSO PROVIDES SERVICES FOR THE BROADER COMMUNITY AS A PART OF ITS OVERALL COMMUNITY BENEFIT. THE GREATEST SHARE OF THESE EXPENSES IS FOR EDUCATING HEALTH PROFESSIONALS (I.E., GRADUATE MEDICAL EDUCATION, NURSING STUDENTS, ALLIED HEALTH PROFESSIONS, PHARMACISTS, ETC). HELPING TO PREPARE FUTURE HEALTH CARE PROFESSIONALS IS A DISTINGUISHING CHARACTERISTIC OF NONPROFIT HEALTH CARE. CHRISTUS SANTA ROSA HEALTH CARE CORPORATION HAD NET EXPENSES OF OVER $4.5 MILLION IN HEALTH PROFESSIONS EDUCATION DURING FY 2013 THAT INCLUDED STUDENT INTERNSHIPS, CLINICAL EXPERIENCE AND OTHER EDUCATION FOR PHYSICIANS, NURSES, PHYSICAL THERAPISTS AND OTHER HEALTH PROFESSIONS STUDENTS. 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 |
| 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: ARKANSAS, GEORGIA, IOWA, LOUISIANA, MISSOURI, NEW MEXICO, TEXAS, AND IN SIX PROVINCES OF MEXICO. 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 SCHEDULE H, PART VI, LINE 8 THE NARRATIVE INFORMATION PROVIDED FOR THE APPLICABLE LINES IN PART VI, LINE 1 APPLIES TO ALL HOSPITAL FACILITIES UNDER THIS LEGAL ENTITY. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| Titanium Rib Foundation | ||||||||
| 4 Dominion Drive Bldg 4 | Ste 250 | San Antonio | TX | 78293 | 741400826 | 501(c)(3) | 10000 | A charity to support children diagnosed with complex spinal deformity |
| Greater San Antonio Chamber of Commerce | ||||||||
| PO Box 1628 | San Antonio | TX | 78296 | 740878900 | 501(c)(3) | 7500 | Level 1 sponorship business community affairs | |
| Seaworld of Texas | ||||||||
| 10500 SeaWorld Drive | San Antonio | TX | 78251 | 592494490 | 501(c)(3) | 25000 | Sponsorship of First Aid station | |
| Bexar County Clinical Services | ||||||||
| 2801 VIA FORTUNA | AUSTIN | TX | 78746 | 870781228 | 28336544 | INDIGENT FUNDING FOR BEXAR COUNTY | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS | Identifier |
| Return Reference | FORM 990, SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (17 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Crystal H Kohanke | ||||||||||||||
| VP HR Santa Rosa Health System | 192843 | 0 | 13976 | 0 | 691 | 0 | 39472 | 0 | 21063 | 0 | 268045 | 0 | 0 | 0 |
| Roxanne Roecker Jenkins | ||||||||||||||
| Director Care Mgmt & ACCRDTTN | 201454 | 0 | 8799 | 0 | 0 | 0 | 0 | 0 | 2158 | 0 | 212411 | 0 | 0 | 0 |
| Tony Lobasso | ||||||||||||||
| Vice President of Finance | 205227 | 0 | 9056 | 0 | 0 | 0 | 0 | 0 | 19525 | 0 | 233808 | 0 | 0 | 0 |
| Douglas K Hazlett | ||||||||||||||
| Clinical Pharmicist | 213761 | 0 | 1109 | 0 | 0 | 0 | 0 | 0 | 20241 | 0 | 235111 | 0 | 0 | 0 |
| George A Gellert | ||||||||||||||
| Medical Director | 228115 | 0 | 5977 | 0 | 0 | 0 | 0 | 0 | 19598 | 0 | 253690 | 0 | 0 | 0 |
| Patrick B Carrier | ||||||||||||||
| President/CEO/ExOfficio | 504767 | 0 | 126689 | 0 | 0 | 0 | 136843 | 0 | 18761 | 0 | 787060 | 0 | 0 | 0 |
| Shawn Barnett | ||||||||||||||
| CFO/Treasurer | 267757 | 0 | 46994 | 0 | 11566 | 0 | 61885 | 0 | 24354 | 0 | 412556 | 0 | 17678 | 0 |
| Cary Fox | ||||||||||||||
| Rgnl VP/Chief Admin. Officer | 307397 | 0 | 51200 | 0 | 20009 | 0 | 70742 | 0 | 10645 | 0 | 459993 | 0 | 0 | 0 |
| James Martin MD | ||||||||||||||
| VP, Med Affairs & Regional CMO | 320795 | 0 | 54547 | 0 | 26699 | 0 | 89340 | 0 | 16889 | 0 | 508270 | 0 | 0 | 0 |
| Marcella L Doderer | ||||||||||||||
| Vice President/Administrator | 242185 | 0 | 79566 | 0 | 43372 | 0 | 56883 | 0 | 5730 | 0 | 427736 | 0 | 27051 | 0 |
| Jeffrey A Bourgeois | ||||||||||||||
| Vice President/Administrator | 264830 | 0 | 44153 | 0 | 45831 | 0 | 69066 | 0 | 6610 | 0 | 430490 | 0 | 32450 | 0 |
| Geronimo M Rodriguez | ||||||||||||||
| VP/Administrator City Centre | 249768 | 0 | 42643 | 0 | 50139 | 0 | 55932 | 0 | 8752 | 0 | 407234 | 0 | 34607 | 0 |
| Patricia M Toney | ||||||||||||||
| VP/Chief Nurse Executive | 181840 | 0 | 31568 | 0 | 7630 | 0 | 49967 | 0 | 19443 | 0 | 290448 | 0 | 0 | 0 |
| Ernie Sadau | ||||||||||||||
| Int Pres/CEO (1/31/10-2/28/10) | 0 | 1020052 | 0 | 411500 | 0 | 187274 | 0 | 318174 | 0 | 21735 | 0 | 1958735 | 0 | 106776 |
| Jim Wesson | ||||||||||||||
| VP/Admin, NEW BRAUNFELS | 256923 | 0 | 44928 | 0 | 459 | 0 | 60771 | 0 | 19639 | 0 | 382720 | 0 | 0 | 0 |
| Renato Baciarelli | ||||||||||||||
| COO (TERM 9/23/12) | 353532 | 0 | 61430 | 0 | 7200 | 0 | 44458 | 0 | 20643 | 0 | 487263 | 0 | 0 | 0 |
| PATRICIA MONTAGUE | ||||||||||||||
| CHIEF NURS OFFCR-CHILDREN HOSP | 158053 | 0 | 26275 | 0 | 13858 | 0 | 22013 | 0 | 7803 | 0 | 228002 | 0 | 13858 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Compensation Information | Identifier |
| Explanation | 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 FORM 990, SCHEDULE J, PART I, LINES 1-2 PATRICIA TONEY RECEIVED $36 AS A HEALTH CLUB BENEFIT IN THE CALENDAR YEAR 2012. PER POLICY, CHRISTUS SANTA ROSA HEALTH CARE CORPORATION CONTRIBUTES A SET AMOUNT TO PAY FOR A HEALTH CLUB MEMBERSHIP. THIS BENEFIT IS OFFERED TO ALL ASSOCIATES. 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. SEVERANCE PAYMENTS FORM 990, SCHEDULE J, PART I, QUESTION 4A UNDER THE SEVERANCE PLAN, ALL OR A PORTION OF THE BASE SALARY OF A PARTICIPATING EXECUTIVE WILL CONTINUE TO BE PAID TO THE EXECUTIVE FOR A LIMITED PERIOD OF TIME IF THE EXECUTIVE'S EMPLOYMENT WITH CHRISTUS AND ITS AFFILIATES IS INVOLUNTARILY TERMINATED. DON BEELER RECEIVED $64,000 IN SEVERANCE DURING CALENDAR YEAR 2012. PAUL ABRAHAM RECEIVED $80,002 IN SEVERANCE DURING CALENDAR YEAR 2012. LINDA O'BRIEN RECEIVED $87,568 IN SEVERANCE DURING CALENDAR YEAR 2012. KAREN BRYANT RECEIVED $14,055 IN SEVERANCE DURING CALENDAR YEAR 2012. 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 $32,450 DURING CALENDAR YEAR 2012 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. MARCELLA DODERER RECEIVED $27,051 DURING CALENDAR YEAR 2012 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. GERONIMO RODRIGUEZ RECEIVED $34,607 DURING CALENDAR YEAR 2012 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. SHAWN BARNETT RECEIVED $17,678 DURING CALENDAR YEAR 2012 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. ERNIE SADAU RECEIVED $106,776 DURING CALENDAR YEAR 2012 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. PATRICIA MONTAGUE RECEIVED $13,858 DURING CALENDAR YEAR 2012 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 2012. 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. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| SOUTH TEXAS HEALTH ALLIANCE | |||
| SEE PART V, TRANSACTION 1 | 19958888 | LOAN TO SO. TEX. HEALTH ALL. | false |
| CH SANTA ROSA PHYS AMBULATORY CNTRS | |||
| SEE PART V, TRANSACTION 2 | -4654310 | SEE PART V, TRANSACTION 2 | false |
| CH SANTA ROSA OUTPTNT SURG - NEW BR | |||
| SEE PART V, TRANSACTION 3 | 7654641 | SEE PART V, TRANSACTION 3 | false |
| DR ANGELA HILGER PA | |||
| SEE PART V, TRANSACTION 4 | 25181 | SEE PART V, TRANSACTION 4 | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF RELATIONSHIPS AND TRANSACTIONS | Identifier |
| Return Reference | SCHEDULE L, PART IV | ReturnReference |
| Explanation | TRANSACTION 1: PART IV, LINE 1, COLUMN B SHAWN BARNETT - OFFICER OF CHRISTUS SANTA ROSA HEALTH CARE CORPORATION AND OFFICER OF SOUTH TEXAS HEALTH ALLIANCE. MARCELLA DODERER - KEY EMPLOYEE OF CHRISTUS SANTA ROSA HEALTH CARE CORPORATION AND OFFICER OF SOUTH TEXAS HEALTH ALLIANCE. DR. JAMES MARTIN - KEY EMPLOYEE OF CHRISTUS SANTA ROSA HEALTH CARE CORPORATION AND BOARD CHAIRMAN OF SOUTH TEXAS HEALTH ALLIANCE. TRANSACTION 2: PART IV, LINE 2, COLUMN B & COLUMN D DUE TO CHRISTUS SANTA ROSA HEALTH CARE CORPORATION'S (CSRHCC) 52.05% OWNERSHIP IN CHRISTUS SANTA ROSA PHYSICIANS AMBULATORY SURGERY CENTER-SAN ANTONIO, LLC, PAT CARRIER, DIRECTOR & PRESIDENT OF CSRHCC AND CARY FOX AND RENATO BACIARELLI, CSRHCC KEY EMPLOYEES, ARE ON THE MANAGING BOARD OF CHRISTUS SANTA ROSA PHYSICIANS AMBULATORY SURGERY CENTER-SAN ANTONIO, LLC. MR. CARRIER'S, MR. FOX'S AND MR. BACIARELLI'S ROLES ON THE MANAGING BOARD ARE SOLEY RELATED TO CHRISTUS SANTA ROSA HEALTH CARE CORPORATION'S OWNERSHIP. THE AMOUNT LISTED IN COLUMN (C) OF CSRHCC'S SCHEDULE K-1 FOR THE LLC'S YEAR ENDING 12/31/2012 IS -$4,654,310. THIS AMOUNT REPRESENTS THE CUMULATIVE INVESTMENT SINCE THE LLC'S INCEPTION. TRANSACTION 3: PART IV, LINE 3, COLUMN B & COLUMN D DUE TO CHRISTUS SANTA ROSA HEALTH CARE CORPORATION'S (CSRHCC) 52.52% OWNERSHIP IN CHRISTUS SANTA ROSA OUTPATIENT SURGERY CENTER-NEW BRAUNFELS, LP, PATRICIA TONEY AND CARY FOX, CSRHCC KEY EMPLOYEES, ARE ON THE MANAGING BOARD OF CHRISTUS SANTA ROSA OUTPATIENT SURGERY CENTER-NEW BRAUNFELS, LP. MS. TONEY'S AND MR. FOX'S ROLES ON THE MANAGING BOARD ARE SOLEY RELATED TO CHRISTUS SANTA ROSA HEALTH CARE CORPORATION'S OWNERSHIP. THE AMOUNT LISTED IN COLUMN (C) OF CSRHCC SCHEDULE K-1 FOR THE LLC'S YEAR ENDING 12/31/2012 IS $7,654,641. THIS AMOUNT REPRESENTS THE CUMULATIVE INVESTMENT SINCE THE LP'S INCEPTION. TRANSACTION 4: PART IV, LINE 4, COLUMN B & COLUMN D: DR. ANGELA HILGER SERVES AS BOARD MEMBER OF CHRISTUS SANTA ROSA HEALTH CARE CORPORATION. DR. ANGELA HILGER, PA PROVIDES SERVICES TO CSRHCC. THE AMOUNT LISTED IN COLUMN (C) IS THE AMOUNT REPORTED IN BOXES 3 AND 7 OF THE 2012 1099-MISC. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DOING BUSINESS AS | 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 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 HOSPITAL - CITY CENTRE CHRISTUS SANTA ROSA HOSPITAL - MEDICAL CENTER CHRISTUS SANTA ROSA HOSPITAL - NEW BRAUNFELS CHRISTUS SANTA ROSA HOSPITAL - WESTOVER HILLS 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 2013 WAS $800,000. THE FOREGONE INTEREST FOR CHRISTUS SANTA ROSA HEALTH CARE CORPORATION IN FY 2013 WAS $22,124. 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 2013, THE TOTAL GRANT MONEY DISTRIBUTED BY CHRISTUS HEALTH TO THE CHRISTUS SANTA ROSA HEALTH CARE CORPORATION REGION WAS $170,000. 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. TOTAL OTHER PROGRAM EXPENSES - $15,621,845 GRANTS AND ALLOCATIONS - $14,642,615 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 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 2013, 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. TOTAL OTHER PROGRAM EXPENSES - $3,410,517 GRANTS AND ALLOCATIONS - $15,030,789 REVENUE - $0 |
| BUSINESS OR FAMILY RELATIONSHIPS | FORM 990, PART VI, LINE 2 | OFFICER SHAWN BARNETT AND KEY EMPLOYEES JAMES MARTIN, MD AND MARCELLA DODERER HAVE A BUSINESS RELATIONSHIP BECAUSE THEY SERVE AS OFFICERS ON THE BOARD OF SOUTH TEXAS HOSPITAL ALLIANCE. OFFICER PAT CARRIER AND KEY EMPLOYEES CARY FOX AND RENATO BACIARELLI 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 2014 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 - ($11,109,879) PENSION LIABILITY/EXPENSE - $10,439,610 UNRESTRICTED CONTRIBUTIONS - $ 1,297,200 TRANSFER OF NET ASSETS BETWEEN ENTITIES - $ 28,826 STOCKHOLDER'S EQUITY/APIC CHANGE - $ 231,254 MINORITY INTEREST - $ 5,347,573 TEMPORARY RESTRICTED CONTRIBUTIONS - $ 24,027 BENEFICIAL INTEREST - $23,013,946 STATE COMPTROLLER CHECK - $ 6,275 ASSETS RELEASED FROM RESTRICTIONS - $37,058,843 PERMANENTLY RESTRICTED CONTRIBUTIONS - $ 5,479,769 BENEFICIAL INTEREST - ($ 141,491) ROUNDING - $ 1 -------------- TOTAL - $71,675,954 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (22 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 HEALTH UTAH | ||||||||||
| 919 HIDDEN RIDGE DRIVE | IRVING | TX | 75038 | 870231682 | HLTHCARE SVCS | UT | 501(C)(3) | 9 | CH | true |
| 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 |
| ST JOSEPH COMMUNITY FOUNDATION | ||||||||||
| 2800 LAMAR AVE CAPITAL ONE | PARIS | TX | 75460 | 421619230 | SPT HLTH SVCS | TX | 501(C)(3) | 11-Type I | CH | true |
| CHRISTUS STEHLIN FDTN FOR CANCER RSCH | ||||||||||
| 10301 STELLA LINK SUITE A | HOUSTON | TX | 77025 | 741622404 | CANCER RSCH | TX | 501(C)(3) | 9 | 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 LATIN AMERICA | ||||||||||
| 919 HIDDEN RIDGE DRIVE | IRVING | TX | 75038 | 462816604 | SPT HLTH SVCS | TX | 501(C)(3) | 11-TYPE I | CH | true |
| CHRISTUS HEALTH INTERNATIONAL | ||||||||||
| 919 HIDDEN RIDGE DRIVE | IRVING | TX | 75038 | 462811167 | SPT HLTH SVCS | TX | 501(C)(3) | 11-TYPE I | CH | true |
Form990 Schedule R Part III Form990ScheduleRPartIII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MCKENNA LEASING GP LLC | ||||||||||||||
| 600 NUNION AVE | NEW BRAUNFELS | TX | 78130 | 741109665 | INVESTMENT | TX | CSRHCC | INVESTMENT | 2916 | 60701 | false | $0 | false | 0.71250 |
| MCKENNA EQUIPMENT LEASING LP | ||||||||||||||
| 600 N UNION AVE | NEW BRAUNFELS | TX | 78130 | 204177842 | MED. EQ. LEAS | TX | CSRHCC | INVESTMENT | 294495 | 383564 | false | $0 | false | 0.71962 |
| NEW BRAUNFELS SURGICAL CENTER LLC | ||||||||||||||
| 333 N SANTA ROSA ST | SAN ANTONIO | TX | 78207 | 810571408 | HLTHCARE SVCS | TX | CSRHCC | RELATED | 43048 | 191967 | false | $0 | false | 0.49787 |
| CSR OUTPATIENT SURGERY-NEW BRAUNFELS LP | ||||||||||||||
| 333 N SANTA ROSA ST | SAN ANTONIO | TX | 78207 | 810571409 | HLTHCARE SVCS | TX | CSRHCC | RELATED | 3203404 | 7654641 | false | $0 | false | 0.52516 |
| CSR Surgery Center LLP | ||||||||||||||
| 333 N SANTA ROSA ST | SAN ANTONIO | TX | 78207 | 200424958 | HLTHCARE SVCS | TX | CSRHCC | RELATED | 0 | 0 | false | $0 | false | 0.61337 |
| CSR PYS AMB SRG CTR SA LLC | ||||||||||||||
| 333 Santa Rosa | San Antonio | TX | 78207 | 412092141 | HLTHCARE SVCS | TX | CSRHCC | RELATED | 1740850 | 7171016 | false | $0 | false | 0.52047 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SOUTH TEXAS HEALTH ALLIANCE | ||||||||||||||||||
| 6243 IH 10 WEST SUITE 480 | SAN ANTONIO | TX | 78201 | 742782184 | HLTHCARE SVCS | TX | CSRHCC | C corp | 0 | 360339 | 1.00000 | true | ||||||
| CHRISTUS MUGUERZA SAPI DE CV | ||||||||||||||||||
| HLTHCARE SVCS | CH | C CORP | false | HIDALGO PTE 2525 | COL. OBISPADO, MONTERREY | N.L. | MX | 64060 | MX | |||||||||
| EMERALD ASSURANCE CAYMAN LTD | ||||||||||||||||||
| 980407545 | INSURANCE | CH | C CORP | false | PO BOX 1051 | KY1-1102 | GRAND CAYMAN, CAY | CJ | CJ | |||||||||
| MCKENNA PROFESSIONAL BLDG OWNER'S ASSOC | ||||||||||||||||||
| 598 N UNION ST SUITE 210 | NEW BRAUNFELS | TX | 78130 | 742742934 | BUILDING ASSO | TX | CSRHCC | C CORP | 0 | 11671 | 0.80000 | true | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | true | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | true | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CH WILKINSON PHYSICIAN NETWORK | ||
| A(I) | 27765 | ACCRUAL |
| CH WILKINSON PHYSICIAN NETWORK | ||
| M | 1528979 | ACCRUAL |
| CHRISTUS HEALTH LIABILITY RETENTION TRUST | ||
| P | 254929 | ACCRUAL |
| CHRISTUS SANTA ROSA FAMILY HEALTH CENTER | ||
| A(I) | 253179 | ACCRUAL |
| CHRISTUS SANTA ROSA FAMILY HEALTH CENTER | ||
| M | 115000 | ACCRUAL |
| FRIENDS OF SANTA ROSA FOUNDATION | ||
| C | 341388 | ACCRUAL |
| CHRISTUS SANTA ROSA PHYSICIANS AMBULATORY SUR | ||
| L | 1343325 | ACCRUAL |
| FRIENDS OF SANTA ROSA FOUNDATION | ||
| Q | 353325 | ACCRUAL |
| MCKENNA LEASING CORP | ||
| K | 376788 | ACCRUAL |
| CHRISTUS HEALTH PLAN | ||
| M | 90096 | ACCRUAL |