2013-05-08T11:02:04-05:00 2012-06-30 ERNST & YOUNG US LLP 1401 MCKINNEY SUITE 1200 HOUSTON TX 77010 990 2011-07-01 760136274 Christus Health Foundation of Southeast Texas % IVY PATE CHRI 4098997555 2830 Calder Beaumont TX 77702 Ivy Pate 2013-05-01 7137501500 2011 2016-03-07 17:11:31Z Ivy Pate 2830 Calder Beaumont TX 77702 1178423 false 0928 X www.christushealthfoundationsetx.org X 1984 TX The Foundation serves the philanthropic needs of Christus Health Southeast Texas by soliciting and distributing contributions in support of Christus Health Southeast Texas. 24 22 0 550 0 913214 877556 0 0 119618 52868 -72415 -213853 960417 716571 129869 658546 0 0 241119 238050 0 0 162506 149318 124503 520306 1021099 440111 -304528 3983542 4340655 543331 1108721 3440211 3231934 X CHRISTUS HEALTH FOUNDATION OF SOUTHEAST TEXAS SERVES THE PHILANTHROPIC NEEDS OF CHRISTUS HEALTH SOUTHEAST TEXAS BY SOLICITING AND DISTRIBUTING CONTRIBUTIONS IN SUPPORT OF CHRISTUS HEALTH SOUTHEAST TEXAS. false false 743698 658546 0 CHRISTUS Health Foundation of Southeast Texas is a Texas non-profit organization serving the philanthropic needs of CHRISTUS Health Southeast Texas (the "Health System"). It is the Foundation's responsibility to encourage and receive contributions from individuals, corporations, associations, and foundations. These contributions are distributed to the Health System and its subsidiary non-profit hospitals, in accordance with the intentions of the donors and within the confines of the Foundation's goals and objectives. All contributions assist the Health System in providing continuing high quality health care in areas such as modernization and construction of needed hospital facilities, acquisition of hospital equipment, and other special health care needs of the Health System. The Foundation also sponsors the Children's Miracle Network (CMN) for children's health services in the community. Funds raised for the CMN are restricted to provide needed equipment and improvements to the Pediatric and Obstetrical Care Units of the supported hospitals. The CMN Grant Assistance Program focuses on children with healthcare needs who may require financial assistance. Grants are awarded when specific criteria and guidelines are met. The Foundation sponsors other local events to provide support for coronary care, oncology and hyperbaric treatment. The Foundation's sole corporate member is the Health System; the Health System's sole corporate member is CHRISTUS Health. CHRISTUS Health Southeast Texas includes all of the hospitals, clinics, services and other ministries of CHRISTUS Health located in the Beaumont, Port Arthur, and Jasper areas of Texas. A myriad of other health services, such as physician offices, clinics, outpatient services and programs are located throughout the eight-county area served by CHRISTUS Health Southeast Texas. CHRISTUS Health was formed in 1999 to strengthen the 147-year-old, faith-based health care ministries of the Congregations of the Sisters of Charity of the Incarnate Word of Houston and San Antonio. Founded on the mission "to extend the healing ministry of Jesus Christ," CHRISTUS is challenged to reach out to, and beyond, the more than 60 communities we serve to help those in need. CHRISTUS Health responds to the health care needs of its communities through services provided at 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 six provinces of Mexico. Although programs may differ from facility to facility, each of our health care entities has the same objective -- which is to lead the way to a healthier community. 743698 true true false false false false false false false true true false false false true true false true false false false false false false true false false true true true false false false false false false false false true false false false false true true false false false true X 9 0 true 0 false false false false false true true false false false true false false false false X 24 22 false false false false true true true true true false false true true true true true true true false false X IVY PATE 4098997346 2830 CALDER Beaumont TX 77702 X Chris Bean 1.0 X 0 0 0 A B Bernard 1.0 X 0 0 0 James Black 1.0 X 0 0 0 Martin Broussard 1.0 X X 0 982 0 Brad Brown 1.0 X 0 0 0 Rocky Chase 1.0 X 0 0 0 Tamerla Chavis MD 1.0 X 0 69539 0 Will Crenshaw 1.0 X 0 0 0 Joe Domino 1.0 X 0 0 0 Billy Wayne Doornbos 1.0 X X 0 0 0 Mark Fertitta 1.0 X 0 0 0 Tommy Frank 1.0 X 0 0 0 Terry Garth 1.0 X 0 0 0 J Denton Harris IV MD 1.0 X 0 0 0 David Heilman 1.0 X 0 0 0 Mark Kubala MD 1.0 X 0 0 0 Eric Meadows 1.0 X 0 0 0 Jerry Nathan 1.0 X 0 0 0 Charlie Nicholson 1.0 X 0 0 0 Sam Parigi 1.0 X X 0 0 0 Allen Perkins 1.0 X 0 0 0 Wayne Reaud 1.0 X 0 0 0 Roy Steinhagen 1.0 X X 0 0 0 Ivy Pate 20.0 X X 56455 105252 20028 Father Jerome Robinson 1.0 X 0 92019 10509 56455 267792 30537 0 false true false 0 95522 351028 26160 404846 35609 877556 0 52868 52868 0 0 0 233000 351028 461852 -228852 -228852 0 1140 1140 1140 Salary Reimbursement 900099 13859 13859 13859 716571 -160985 633621 633621 24925 24925 0 0 55750 18955 20070 16725 0 182300 61982 65628 54690 0 0 0 0 0 0 0 0 6643 6643 0 528 528 8414 2946 5468 2049 2049 0 0 5958 4622 1336 0 4382 3638 744 0 0 2443 2443 3034 3034 CMN FEES 45084 45084 CMN MEDIA CAMPAIGN 28506 28506 CLAY SHOOT EXPENSES 9255 9255 MEMBERSHIP FEES & DUES 5118 5118 3089 1772 1147 170 1021099 743698 114895 162506 166978 483031 2033353 2188594 145857 9368 19874 7218 0 0 0 0 0 0 5941 5941 0 0 74972 60521 1593 14451 1606656 1632052 0 0 0 0 0 0 3290 0 3983542 4340655 0 0 543331 543331 0 0 0 0 0 0 0 0 0 0 0 0 0 565390 543331 1108721 X 2072373 1864095 755018 755019 612820 612820 3440211 3231934 3983542 4340655 X -304528 96251 X false true true X false X X X false false false CHRISTUS HEALTH SOUTHEAST TEXAS 760591590 03 true 743698 1 743698 Christus health foundation of southeast Texas is included in the Group Ruling issued to the United States Conference of Catholic Bishops by the IRS, which exempts the following from income tax under IRC Section 501(c)(3): the agencies and instrumentalities and educational, charitable, and religious institutions operated, supervised or controlled by or in connection with the Roman Catholic Church in the United States, its territories or possessions appearing in the Official Catholic Directory. Christus Health Foundation of southeast Texas is listed in the Official Catholic Directory and is thereby exempt from federal income tax under IRC 501(c)(3) and therefore does not have a determination letter from the IRS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 612471 6937 619408 549395 63076 612471 491879 57516 549395 594926 -103047 491879 1.00000 false false 74972 60521 14451 14451 0 Due to Related Organizations 519589 TRANSFERS PENDING 45801 565390 Intended uses of the organization's endowment fund Form 990, Schedule D, Part V, Line 4 The purpose of the Endowment is to benefit the Children's Miracle Network. 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, 2012 and 2011. Gala 584028 351028 233000 15654 53169 300800 92229 0 584028 351028 233000 15654 53169 300800 92229 461852 -228852 true Christus Health Southeast Texas 2830 Calder Beaumont TX 77726 760591590 501(c)(3) 78000 Navigation Nurse Salary Christus Health Southeast Texas 2830 Calder Beaumont TX 77726 760591590 501(c)(3) 14140 Forensic Nursing Program Equipment Christus Health Southeast Texas 2830 Calder Beaumont TX 77726 760591590 501(c)(3) 494779 202 FMV NICU equipment NICU Renovations Christus Health Southeast Texas 2830 Calder Beaumont TX 77726 760591590 501(c)(3) 29500 ER & Cath Lab Equipment Lamar University 4400 MLK Blvd Beaumont TX 77710 760588576 501(c)(3) 17000 Nursing Scholarships 2 0 Indigent Assistance 3 817 FMV Pres, Gas, Sgry, Rx Summer Intern Scholarship 5 4064 Indigent Assistance 1 20044 Description of Organization's Procedures for Monitoring the Use of Grants Form 990, Schedule I, Part I, Line 2 Grants given by the Foundation are expended for hospital equipment or improvements. When equipment is purchased or improvements are made, the foundation receives invoices verifying the purchase of said equipment/improvements from the hospitals. false true false false false false false false false Ivy Pate 52231 74759 0 24447 4224 6046 6025 8624 2212 3167 64692 117043 0 0 Supplemental Compensation Information Form 990, Part VII, Question 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. Tamerla Chavis, MD received compensation from a related organization for her on-call physician services provided to such related organization. The related compensation of $982 reported to the following persons was for an IPAD provided to such persons by Christus Health as a requisite for serving as a board member of Christus Health Southeast Texas, a related organization of the filing entity: Tamerla Chavis, MD and Martin Broussard. Related org determination of Executive Director Compensation Form 990, Schedule J, Part I, Line 3 THE FILING ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS AN EMPLOYEE OF CHRISTUS HEALTH, A RELATED ORGANIZATION. THE FILING ORGANIZATION'S TOP MANAGEMENT OFFICIAL ALSO SERVES CHRISTUS HEALTH SOUTHEAST TEXAS. ALL 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 TOP MANAGEMENT OFFICIAL COMPENSATION. CHRISTUS HEALTH USES AN EXECUTIVE COMPENSATION COMMITTEE TO ESTABLISH AND APPROVE THE COMPENSATION OF THE FILING ORGANIZATION'S TOP MANAGEMENT OFFICIAL. THIS COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT WHO PERFORMS BI-ANNUAL COMPENSATION SURVEY. 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. Supplemental nonqualified retirement plan Payment Form 990, Schedule J, Part I, Question 4b Father Jerome Robinson was paid $5,908 during Calendar Year 2011 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. Supplemental Compensation Information Form 990, Schedule J, Part II The Bonus and Incentive Compensation reported as related compensation paid to Ivy Pate was paid by Christus Health, a related organization of the filing entity. X 1 15301 cost/selling price X 1 20308 cost/selling price 0 false true false Description of Members Form 990, Part VI, Question 6 Christus Health Southeast Texas is the sole corporate member of Christus Health Foundation of Southeast Texas. Description of Classes of Persons and the Nature of Their Rights Form 990, Part VI, Question 7a CHRISTUS Health Southeast Texas may appoint or remove directors of the corporation, including the President/Executive Director and Chairperson of the board of directors. Descr Classes of Persons, Decisions Requiring Appr & Type of Voting Rights Form 990, Part VI, Question 7b CHRISTUS Health Southeast Texas, as corporate member of CHRISTUS Health Foundation of Southeast Texas, has the power to adopt, approve and interpret the philosophy, mission and vision of the Corporation, as well as any changes thereto, and to receive an annual report from the chairperson of the board of directors in consultation with the President on the integration and implementation of the philosophy, mission, and vision; to adopt and approve any amendments, modification or restatements of the Articles of Incorporation or Bylaws of the Corporation; To appoint and remove the Directors of the Corporation, or the President/Executive Director; to appoint and remove the Chairperson of the Board of Directors of the Corporation; To approve the incurring or renewing of any indebtedness by the Corporation; To initiate or approve the sale, lease, mortgage, transfer, or encumbrance of real property of the Corporation; to approve any merger, consolidation, acquisition, liquidation or dissolution of the Corporation; To approve the capital and operational budgets of the Corporation and any financial review of the books and records of the Corporation. The member has the power to require an audit or some lesser financial review of the books as deemed necessary by the Member; To approve the strategic plans of the Corporation; To approve any gift of property (other than cash, marketable securities, or bonds) to the Corporation and the approval of any restrictions imposed as a condition of accepting such gift. The member from time to time may by appropriate resolutions adopted and approved by said member delegate additional actions to the Board of Directors of the Corporation. Describe the Process used by Management &/or Governing Body to Review 990 Form 990, Part VI, Question 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 2013 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, Question 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, Question 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 the Executive Director of CHRISTUS Health Foundation of Southeast Texas. 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. 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, Question 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. Hours worked for related organizations Form 990, Part VII, Section A Directors and Ex-Officio Directors provide their services as members of the board without compensation or benefits. Average hours per week listed on Form 990, Part VII, Section A are the average hours devoted to the respective person's position while serving the organization. VIRGINIA (IVY) PATE DEVOTES AN AVERAGE OF 20 HOURS PER WEEK TO CHRISTUS HEALTH SOUTHEAST TEXAS, A RELATED ORGANIZATION OF THE FILING ENTITY. VIRGINIA IS THE VP OF PHILANTHROPY FOR CHRISTUS HEALTH SOUTHEAST TEXAS. THROUGH 9/15/11, FR. JEROME ROBINSON DEDICATED AN AVERAGE OF 39 HOURS PER WEEK TO CHRISTUS HEALTH SOUTHEAST TEXAS, A RELATED ORGANIZATION OF THE FILING ENTITY. FR. JEROME WAS THE VP MISSION INTEGRATION OF CHRISTUS HEALTH SOUTHEAST TEXAS. Other Changes in Net Assets or Fund Balances Form 990, Part XI, Line 5 Unrealized Loss = $ (12,062) In-Kind Donation = $ 12,000 In-Kind Expense = $ (12,000) Transfer of Funds booked as Expense = $ (49,161) Payment booked as Contribution rather than offset to A/R = $ 137,086 Transfer of Funds into Revenue Account = $ 20,138 Prior Year Entries = $ 300 Miscellaneous Items = $ (50) ---------- TOTAL = $ 96,251 CHRISTUS HEALTH OF SOUTHEAST TEXAS 2830 Calder Street BEAUMONT TX 77726 760591590 HTLHCARE SVC TX 501(c)(3) 3 CH false CHRISTUS HEALTH 919 Hidden Ridge Drive Irving TX 75038 760590551 Supt Hlth svc TX 501(c)(3) 11 Type - I NA false SOUTHEAST TX PAIN MANAGEMENT LLC PO BOX 5405 BEAUMONT TX 77726 261678856 PAIN MGMT TX SETX ST ELIZABETH REHAB PARTNERS 2830 CALDER BEAUMONT TX 777021809 205657181 HEALTHCARE SV TX HLTH VNTR SETX CHRISTUS Southeast Tx Physician Hosp Org 3010 Harrison Street Suite 202 Beaumont TX 77702 760429902 MED SVCS TX SETX C corp HEALTH VENTURES OF SOUTHEAST TEXAS 1700 WEST LOOP SOUTH SUITE 400A HOUSTON TX 77027 760397263 BUILDING RENTAL TX SETX C corp false true true false false false false false false false false false false true true false false false