2011-05-13T20:12:02-04:00 2010-06-30 ERNST & YOUNG US LLP 1401 MCKINNEY SUITE 1200 HOUSTON TX 77010 990 2009-07-01 760591592 Christus Health Gulf Coast CHRI 7136818877 PO Box 922037 Houston TX 77292 Bill Hecht 2011-05-04 7137501500 2009 2016-02-24 21:20:13Z SEE SCHEDULE O Ellen Jones PO Box 922037 Houston TX 77027 294244586 false 0928 X N/A X 1999 TX 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. 15 14 1903 166 1826337 0 3856300 10096150 249517263 275282175 1568820 216613 9587003 8592819 264529386 294187757 111030 46612573 0 88253035 90407494 0 45500 160243630 118688993 248607695 255709060 15921691 38478697 284174596 316964698 138187958 131961894 145986638 185002804 The Corporation is organized and shall be operated exclusively for charitable, scientific, educational and religious purposes of advancing, promoting and supporting the health care ministries of the Sponsoring Congregations which operate and are controlled in conformity with the ethical and moral teachings of the Roman Catholic Church, and promoting efficient governance and management, cooperative planning and the sharing of resources among such health care ministries. Without limiting the generality of the foregoing, the Corporation's mission shall be to extend the healing ministry of Jesus Christ, and consistent therewith, shall operate according to the doctrines, resolutions, decrees and ethical principles of the Sponsoring Congregations, and the Ethical and Religious Directors for Catholic Health Care Services as promulgated or amended from time to time by the United States Conference of Catholic Bishops. It is also a purpose of the Corporation to aid, lend financial support and as false false 157698686 0 177843696 COMMITMENT TO BENEFITING OUR COMMUNITIES - PATIENT CARE SERVICES CHRISTUS Health Gulf Coast is part of CHRISTUS Health, formed in 1999 to strengthen the 142-year-old, faith-based health care ministries of the Congregations of the Sisters of Charity of the Incarnate Word of Houston and San Antonio. Founded on the mission "to extend the healing ministry of Jesus Christ," CHRISTUS is challenged to reach out to, and beyond, the more than 60 communities we serve to help those in need. The vision of CHRISTUS 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. CHRISTUS Health Gulf Coast responds to the health care needs through services provided at CHRISTUS St. Catherine Hospital in Katy, Texas, a 102-bed hospital, and CHRISTUS St. John Hospital in Nassau Bay, Texas 178-bed hospital and various clinics and outreach programs. Each of the facilities of CHRISTUS Health Gulf Coast shares one objective -- which is to lead the way to a healthier community. CHRISTUS Health Gulf Coast services several counties to the west and southeast of Houston. This area of the Texas Gulf Coast comprises a population of more than 5.4 million. In our 2010 Fiscal Year alone, we were privileged to serve hundreds of thousands of individuals in various ways including 59,515 visits to our Emergency Department; 3,238 inpatient surgery procedures, 5,716 outpatient surgery procedures; 12,566 patients who were admitted to our hospitals for care and 194,022 patients who received outpatient care at our facilities. Touching the lives of the people around us is what makes CHRISTUS Health Gulf Coast 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 Health Gulf Coast's health care services work 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 Health Gulf Coast's various entities have strengthened their roles as major providers of comprehensive, accessible health care services. These partnerships with the community have been a blessing by helping CHRISTUS Health Gulf Coast further care for 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 and other health care ministries and the communities, nurturing CHRISTUS' mission to meet the needs and make a difference in the lives of others. Our employees work both inside and outside the walls of our health care facilities and are committed to reaching beyond the traditional hospital walls to help our communities maintain good health. Understanding the need to provide access to health care to as much of our publics as possible, CHRISTUS Health participates in government-sponsored health care programs, including Medicaid, Medicare, CHAMPUS, TRICARE and other. In addition, we provide 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 Health Gulf Coast provides a full range of inpatient and outpatient services to the people from the communities it serves. It conducts its activities and serves its health care purpose without regard to race, color, creed, religion, gender, orientation, disability, age or national origin. CHRISTUS St. Catherine Hospital in Katy offers a broad spectrum of adult and pediatric medical and surgical care with the latest in technology, including an urgent care center, birthing suites, newborn and Level II neonatal intensive care nurseries, inpatient and outpatient surgery, diagnostic imaging and cardiology services. CHRISTUS St. John Hospital in Nassau Bay offers comprehensive medical services in cardiology, oncology, intensive care, diagnostic imaging, gynecology, pediatrics, advanced laparoscopic procedures, cancer treatment, cardiovascular, sports medicine and vascular specialties. CHRISTUS St. Catherine Hospital and CHRISTUS St. John Hospital each provide services in 24-hour Emergency Departments that are open to all those in need of emergent care, regardless of their ability to pay. CHRISTUS Health Gulf Coast also supports many local community health services, including mobile clinic services, the CHRISTUS Literacy Center and Our Daily Bread in Galveston, clinics for the underserved in Houston and Dickinson, and two eight school-based clinics. 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 they serve guides CHRISTUS Health Gulf Coast. We are privileged to have an open medical staff comprised of qualified physicians who work with us to provide care to our communities. All qualified physicians who are granted privileges to serve with us in our hospitals must undergo a thorough and comprehensive credentialing process. 2399377 0 27072327 COMMUNITY BENEFIT REPORTING - CHARITY CARE AND MEDICAID CHRISTUS adheres to the Catholic Health Association's A Guide for Planning and Reporting Community Benefit (2008), and complies with the State of Texas requirements for reporting. Community Benefit, reported as unpaid costs, includes both Charity Care and Community Services. To the limits of its resources, CHRISTUS Health is an institution of purely public charity; thus, the most tangible expression of CHRISTUS Health's charitable purpose is the provision of healthcare services to those persons who are unable to pay. Charity Care falls into two categories: Charity Care and Unpaid Government Indigent Care. In keeping with the mission, values, and vision of CHRISTUS Health, CHRISTUS Health provides Charity Care services in a manner that respects the dignity of the patients and their families. Charity Care is provided without charge or at a charge that is less than the usual charge for such services. The determination as to the amount to be charged, if any, is made according to a patient's ability to pay as determined by the established eligibility criteria. For uninsured patient's whose economic circumstances place them at or under 200 percent of the Federal Poverty Guidelines (FPL), services are provided without any expectation of payment. Uninsured patients whose economic circumstances place them between 200 and 400 percent of FPL are charged based on a sliding scale and those above 400 percent receive discounts based on the uninsured fee schedule. No patient is refused necessary medical care due to inability to pay. CHRISTUS Health facilities provide other Charity Care by funding or otherwise financially supporting health care services provided to financially indigent patients through other nonprofit or public outpatient clinics, hospitals or health care organizations. CHRISTUS Health is an active participant in the States of Texas and Louisiana Medicaid Programs. Those programs seek to provide payment for health care services to individuals who meet certain financial and other requirements. Financial requirements include evaluation of both assets and income. 12207346 0 70202172 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, DOD and TRICARE. The non-reimbursed costs of these services are reported to the State of Texas but are not included in reports prepared following Catholic Health Association guidelines. CHRISTUS Health provides services to persons covered under the federal Medicare Program, and in fact, this is the largest single payor classification of patients served by this health system. The payment rate for inpatient services is on a per case rate, calculated based on the diagnostic-related group (DRG) into which the patient is categorized. Outpatient services are reimbursed by Medicare based on a fee schedule. CHRISTUS Health dba US Family Health Plan also provides the uniform medical benefit for 9,976 military family members under contract with the Department of Defense. Under this program, comprehensive medical services are provided to families of active duty military personnel, and to retirees and their families in all age categories including those over age 65. CHRISTUS Health also participates in the TRICARE standard program and many of our hospitals contract with the Managed Care Support Contractor for the South Region to provide services under the provision of TRICARE Prime. 48311159 46612573 0 220616568 true true false true false false false false false true false true false false false false false false false false true true true true false false false false false false false false true false false false false true true false false true 321 0 true 1903 true true true false false false false false false false false 15 14 false false false false true true true true true false false true true true true true true true true true true X Ellen Jones 7132772000 1700 W Loop 610 S Houston TX 77027 Bill J Chen PhD 1.0 X 0 0 0 Sister Francesca Kearns 1.0 X 0 0 0 Dan Shank 1.0 X 0 0 0 E W Bill Wright III 1.0 X 0 0 0 Chuck Doyle 1.0 X 0 0 0 Robert L Hargrave 1.0 X 0 0 0 George Willy 1.0 X 0 0 0 Brian Stevens 1.0 X 0 0 0 Rick Adams MD 1.0 X 0 0 0 Dr Manish Wani 1.0 X 0 0 0 Dr Kevin Winfield 1.0 X 0 0 0 Sister M Gerard Earls 1.0 X 0 0 0 Ellen Jones 22.0 X X 0 534762 212005 Patrick Carrier 36.0 X X 383566 53743 203470 Sister Carol Ann Jokerst 1.0 X X 0 0 0 Gilbert Herrera 1.0 X X 0 0 0 Nancy Brock 40.0 X 94560 0 22767 Rada Korczynski 40.0 X 80169 0 21801 Erick Smith 12.0 X 1889 49770 18094 Bill Hecht 26.0 X 0 357963 102728 John H McCabe 40.0 X 176476 0 55005 Tom Permitti 45.0 X 254454 7481 130695 Nancy Pittman 40.0 X 160262 0 43767 Harold Gottlieb 53.0 X 305226 0 80831 Charles Foster 40.0 X 0 198012 92650 Heather Boler 40.0 X 0 170370 62568 Michael Sullivan 30.0 X 50074 157844 65914 David Witt 40.0 X 133291 0 38521 Karen Wilson 64.0 X 161141 0 24175 Bradkley K Mitchell 0.0 X 217432 0 6202 William Whiddon 0.0 X 141062 0 11119 2159602 1529945 1192312 32 true true false Cotton Commercial USA Inc 14345 NORTHWEST FRWY HOUSTON TX 77040 Cleaning Services 9456024 DE HARVEY BUILDERS P O BOX 42008 HOUSTON TX 77242 Contractor Services 7874814 KATY CARDIOVASCULAR SVCS LP 10000 MEMORIAL STE 540 HOUSTON TX 77024 Medical Services 7599363 TRITON CONSTRUCTION CO INC PO BOX 840694 HOUSTON TX 77284 Contractor Services 2066493 HOSPITAL HOUSEKEEPING SYS LTD PO BOX 826 HOUSTON TX 78293 Housekeeping service 1556851 32 10056901 39249 36787 10096150 Net Patient Service Revenue 621990 273471832 273307916 163916 Rent related to Exempt Function 531120 1100698 1100698 Interest on Physician notes receivable 900099 290009 290009 Community Health 713940 137292 137228 64 Wellness Center 713940 275000 275000 7344 7344 275282175 54 54 0 0 4450 4450 4450 4450 273388 56829 216559 216559 216559 0 0 0 INS PMT & FEMA REIMB- HURRICANE IKE 900099 6158283 6158283 MD ANDERSON RENTAL 900002 1662357 1662357 Food services 722210 579237 579237 188492 188492 8588369 294187757 275118195 1826337 7147075 46568405 46568405 44168 44168 0 0 1718843 1489560 229283 0 72541505 62864908 9676597 3584426 3491628 92798 7344347 5856234 1487927 186 5218373 4611617 566694 40062 3136 3136 253911 253911 11463 11463 0 0 0 12143322 4277087 7865129 1106 544701 35950 508751 49142085 45525059 3615869 1157 6623435 6623435 0 7514583 5833050 1681533 76416 30318 44003 2095 0 146325 82277 63154 894 4797665 4797665 0 18915271 17133078 1782193 3920392 3829724 90668 PROVISION FOR UNCOLLECT ACCTS 14241898 13999458 242440 SALES TAX 36743 37724 -981 DUES & MEMBERSHIPS 162907 33245 129662 SUBSCRIPTIONS 42479 19767 22712 FEDERAL INCOME TAX 4436 4436 107825 36611 71214 255709060 220616568 35046992 45500 20603786 88005512 48091088 24813111 8320211 5785123 5838763 5050449 944642 916139 305777094 127160474 195952224 178616620 45298 8875000 4378584 4902744 284174596 316964698 18046458 16280432 390573 1153331 40921077 37571435 78829850 76956696 138187958 131961894 X 143628917 182702712 2357721 2300092 145986638 185002804 284174596 316964698 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false true 11122 false false false false true 401 11523 false Lobbying Description Schedule C, Part II-B HEALTH CARE POLICY IS CRITICAL TO ALL AMERICANS AND CHRISTUS HEALTH GULF COAST BELIEVES THAT HEALTH CARE PROVIDERS MUST PARTICIPATE IN FORMING HEALTH CARE POLICY BY INTERACTING WITH NATIONAL, STATE AND LOCAL REPRESENTATIVES AND THEIR STAFF MEMBERS TO HELP THEM BETTER UNDERSTAND THE COMPLEXITIES AND RAMIFICATIONS OF KEY HEALTH CARE POLICIES. CHRISTUS HEALTH GULF COAST HAD DIRECT CONTACT THROUGH LETTERS AND EMAILS WITH ITS RESPECTIVE SENATORS OR MEMBERS OF THEIR STAFF AND OTHER GOVERNMENT OFFICIALS ON SUCH ISSUES AS the Patient Protection and Affordable Care Act, the Medicare Physicians Fairness Act of 2009, DHDS Proposed Rules Concerning Emergency Room Staffing, the Access to Affordable Health Care for America Act, Health Care Reform, the Toxic Substance Control Act (TSCA), the Electronic Health Record Incentive Program, the American Jobs and Closing Tax Loopholes Act, and Extension of Enhanced Federal Medicaid Payments. The reported expenses associated with these activities include staff compensation and related allocable overhead. FORM 990, SCHEDULE C, PART II-B, LINE 1i "Other activities" REPORTS THE PORTION OF FY 2010 PROFESSIONAL AND MEMBERSHIP ASSOCIATION DUES ALLOCATED TO LOBBYING EFFORTS BY THE RESPECTIVE ASSOCIATIONS TOTALING $401. CHRISTUS Health Gulf Coast did not substantially lobby during the fiscal year 6-30-10. 31082234 31082234 175210554 62414204 112796350 4051427 2029296 2022131 89235825 62314686 26921139 4492051 1705003 402288 5794766 178616620 0 Due to CHRISTUS Health Bond Fund 73317125 Corporate Advances 3613647 Security Deposits 25924 76956696 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 FIN 48 / 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, 2009 and 2010. true true X true X true X true true true false true true 8072852 8072852 0.03340 16775596 27072326 -10296730 0.04260 24848448 27072326 -2223878 0.00920 67 24284 561554 561554 0.00230 16 479 824973 824973 0.00340 2 27959 27959 0.00010 67 96342 48458786 48458786 0.20050 152 121105 49873272 49873272 0.20630 152 121105 74721720 27072326 47649394 0.19710 30963 30963 0.00010 1137 1137 3352 3352 130 130 260 260 18316 18316 0.00010 54158 54158 0.00020 true 3369886 8985 41373405 45020194 -3646789 X true true Katy St Cath Srgy C Outpatient Surgery Center 0.67220 0.03430 0.24940 St Cath Mngmt LLC Surgery Center 0.67880 0.03470 0.24290 CHRISTUS St John Hospital

18300 St John Drive Nassau Bay TX 77058

X X X CHRISTUS St Catherine Hospital

701 S Fry Road Katy TX 77450

X X X Urgent Care Center A report of community benefit is included in a written Annual Report for CHRISTUS Health, the organization's parent company. CHRISTUS Health is a Catholic, international, 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 VI, Line 1, description of Gross Charity Care as % 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 30.91% which exceeds the amount reported on Part I, Line 7k column (f) which is computed using net community benefit expense. Part I, Line 7: Line 7a: Ratio of patient care cost to charges based on Schedule H, worksheet 2 Line 7b: Ratio of patient care cost to charges based on Schedule H, worksheet 2 Line 7e: Actual expenses less any direct offsetting revenue Line 7f: Actual expenses less any direct offsetting revenue Line 7g: Ratio of patient care cost to charges based on Schedule H, worksheet 2 Line 7i: Actual expense of the contributions Reported at Schedule H, Part I, Line 7 g Subsidized health services are the unreimbursed patient account balances at cost with patient income of greater than 200% and less than 400% of the Federal Poverty Level (FPL). The reported amount is calculated using the cost-to-charge ratio determined at Schedule H, worksheet 2. These accounts do not qualify as charity care as defined by the organization's charity care guidelines because the patients' income is above 200% FPL. The patient account balances were multiplied by the cost to charge ratio computed using Schedule H, worksheet 2. THE total expense from Form 990, Part IX, line 25, column (A) IS $255,709,060. The bad debt expense included in this amount IS $14,000,357. This leAVES a total expense of $241,708,703 for purposes of calculating line 7, column (f). The footnote to the CHRISTUS Health consolidated financial statements says, "The preparation of financial statements in conformity with generally accepted accounting principles in the United States requires management of the System to make assumptions, estimates, and adjustments 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 includes 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; 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." In order to determine the bad debt expense at cost (Schedule H, Part III, Section A, Line 2), the organization's total bad debt expense (total of all hospital facilities) in accordance with the organization's financial statements was multiplied by the cost-to-charge ratio. 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 provision of services to Medicare patients. SCHEDULE H, PART III, LINE 7 WOULD EQUAL A SHORTFALL OF $(11,506,470) IF TOTAL EXPENSES ALLOCABLE TO MEDICARE SERVICES WERE SUBSTITUTED ON SCHEDULE H, PART III, LINE 6. Collection activity occurs for a minimum of 60 days on self-pay accounts before the presumptive charity process is completed if no contact with the patient/guarantor is made. If the 60-day period expires and no contact with the patient/guarantor is made or there is insufficient information to document eligibility for charity care, a presumption of eligibility may be made based on statistical data and other reliable assumptions. Accounts with a balance of less than $2,000 are screened for charity care qualification based on systematic screening criteria unless patient contact is made. Accounts with a balance of $2,000 or greater are manually reviewed to determine if any potential eligibility programs are applicable based upon front-end screening tool documentation and a review of the diagnoses and services provided. If a patient completes a financial aid application and qualifies for charity care or falls under a charity care account based on the presumptive charity test, all debt collection activities cease. Accounts that are not deemed eligible for charity care or medical indigence will continue the collection cycle until they are written off as bad debt. The organization budgets charity care for internal financial purposes only. The provision of charity care is not limited to amounts established for budgetary purposes. Cash and In-Kind Contributions to Community Groups Part I, Line 7i CHRISTUS Gulf Coast made over $48,000,000 in cash and in kind contributions. The aforementioned amount is determined in accordance with the 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 over $229,552 benefitted the communities that CHRISTUS Health Gulf Coast serves. The grant dollars were used by CHRISTUS Health Gulf Coast to support programs that promote the health of the communities. The CHRISTUS Fund grants were used directly by CHRISTUS Health Gulf Coast to fund various clinics and health programs that serve underserved youth and adults. The CHRISTUS Fund grant amount also includes grants made by CHRISTUS Health to nonprofit organizations located in the communities served by the Gulf Coast region, as well as grants made by CHRISTUS Health Gulf Coast to other nonprofit organizations. All grants made to outside organizations through the CHRISTUS Fund are made to nonprofit organizations that support the health of the community. CHRISTUS Health has also established an Education and Research Fund. CHRISTUS Health Gulf Coast received $15,359 from the fund and used such resources to benefit the community by providing research and educational programs sponsored by the region. Indigent Funding Expense to nonprofit organizations of $46,447,299 is included in Schedule H, Part I, Line 7(i). CHRISTUS Health follows in principle Healthcare Financial Management Association Statement No. 15. The system has adopted an uncompensated care policy in which 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 service 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. The organization uses Form 990, Schedule H, Worksheet A to determine the bad debt expense at cost reported at Schedule H, Part III, Section A, Line 2 using the cost-to-charge ratio calculated at Form 990, Schedule H, worksheet 2, Line 11. The organization's total bad debt expense attributable to patient charges (total of all hospital facilities) is in accordance with the organization's financial statements. Bad debt expense is net of: (1) contractual allowances, (2) payments received and (3) recoveries of bad debt previously written off. Estimated amount of the organization's bad debt expense (at cost) attributable to patients eligible under organization's charity care policy Part III, Section A, Line 3 In order to estimate the amount of the organization's bad debt expense (at cost) attributable to patients who are eligible under the organization's charity care policy, the following criteria were used to determine the inclusion of a patient account: (1) The accounts had no patient payments noted. (2) The accounts are all true self-pay where the individual lacks insurance coverage. (3) The patients/ guarantors are unemployed for the most part. (4) The accounts have limited contact information with repeated return mail return and a possible phone number or no phone number with an address. (5) The accounts in the BRONZE category of the organization's scoring model indicates that the accounts have little to no contact information and score very low on the collectability/probability scale. The BRONZE section usually represents only 5 percent of all monies recovered. The amount of the organization's bad debt expense at cost attributable to patients who are eligible under the organization's charity care policy is determined using the cost-to-charge ratio calculated on Form 990, Schedule H, Worksheet 2. In addition to screening patients to determine the applicability of financial assistance and charity care at the time of admission and discharge, CHRISTUS Health follows a policy and supporting procedures for reviewing all active self-pay patient receivables. The screening procedures subsequent to discharge to determine charity care and discount applicability include reviewing the attending hospital's records including patient submitted charity care applications or other financial information, making contact with patients through mailed notice followed by phone call, using a financial assistance questionnaire, using software that provides household/income data statistics and credit reports. As a result of the aforementioned steps, the amount reported as bad debt expense at cost attributable to patients who are eligible under the organization's charity care policy is relatively small. Unreimbursed Medicaid Part I, Line 7b CHRISTUS Health Gulf Coast reinvests all surplus funds back in to the communities we serve through expanded health services, new technologies, and better facilities. States where the organization, or a related organization, filed a CBR community benefit report Part VI, Line 8 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, nonprofit hospitals are required to file (1) ASCBS form and annual report of the Community Benefits Plan with the Texas Department of State Health Services (DSHS). The 2009 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. Part VI, Line 2 CHRISTUS St. John Hospital developed the 2010 Community Benefit Plan based on the Greater Houston 2008 Healthy Needs Assessment. The objectives for FY 2010 are proposed to meet the identified needs in the communities we serve. Each community in the region had a significant population growth and increased needs. The highest projected increase in residents is the Hispanic population. Health Care Priorities Include Primary Care Access, Geographic Disparities, Under/Uninsured/Working, Poor, Teen Births, Prenatal Care, Childhood Immunizations, Access to Information/Referrals, Cardiovascular Disease, Diabetes, Respiratory Cancer and other Chronic Diseases, Senior Population, 45 to 64 Year Old Population Group, and Mental Health Service. An additional area of focus overlapping many of these priorities is the already high and increasing percentage of Consolidated Metropolitan Statistical Area (CMSA) residents of Hispanic descent. Barriers to Access Health Care Include Limited access, Inability to pay for services, Lack of transportation, Language barriers and cultural differences, Socioeconomic Factors Impacting Access to Healthcare, Lack of employment opportunities, increase in the number of residents with median income of < $25,000, and Diminished health coverage. Part VI, Line 3 CHRISTUS Gulf Coast 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 hospital, including but not limited to the emergency room waiting area, and the admissions office waiting area as required by the State of Texas Community Benefit Standards (which addresses the duties and responsibilities of nonprofit hospitals), and CHRISTUS Health Community Benefit Guidelines #050. In addition, a public notice regarding the charity policy is 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 CHRISTUS Health Gulf Coast responds to the health care needs through services provided at CHRISTUS St. Catherine Hospital in Katy, Texas, a 102-bed hospital, CHRISTUS St. John Hospital in Nassau Bay, Texas a 178-bed hospital and various clinics and outreach programs. CHRISTUS Health Gulf Coast services several counties to the west and southeast of Houston. The organization's service area comprises a population of 854,674. In the organization's service area 28.7 percent of households are at or below 200 percent poverty limit and 17.7 percent are uninsured. There is a noted increase in senior residents (i.e., 65 to 74 years of age) in the communities served by CHRISTUS Gulf Coast thus impacting the inpatient and outpatient demand for health care services, particularly with chronic health problems including heart disease, diabetes, cancer, and respiratory diseases. The service area's population consists of 26.5 percent Hispanic. Part VI, Line 5 The CHRISTUS Health Board of Directors approved funding of a community direct investment (CDI) loan program to ensure that the work of social accountability and moral and ethical stewardship continues in spite of challenging fiscal conditions faced by local operating entities. The purpose of the CDI program is to support community driven initiatives, primarily 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 CHRISTUS Gulf Coast Region in fiscal year ending June 30, 2010 was over $33,652. Though outstanding loan balances vary throughout the year, the outstanding loan balance at the end of Fiscal Year 2010 was $616,569. Included as Physical Improvements to Housing at Schedule H, Part II, Line 1 are some of the aforementioned loans made for low income housing to include "New Hope Housing", an Economically Linked Deposit (ELD) benefitting the ongoing operation of a 133 unit permanent housing, single room occupancy project helping the formerly homeless and those at risk of homelessness; the Tejano Center for Community Concerns Affordable housing for families earning less than 80% of the median area income and low income housing in Acres Home. CHRISTUS also provided financing of the Women's Home, a multi-unit apartment complex for women who have graduated from a drug rehabilitation program. Economic Development-Gulf Coast demonstrates its commitment to the economic development of the communities served through various micro-financing loan programs to include Accion Texas serving low and moderate income for development of small businesses. These individuals would not be able to obtain traditional financing. These small businesses are in underserved communities. Community Support -Gulf Coast shows its commitment to the community by its involvement in literacy and mentoring programs of primary school students. Environmental Improvements-Gulf Coast participates in programs in conjunction with the local Chamber of Commerce for community improvement. 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. During FY 2010, CHRISTUS Health 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. Part VI, Line 6 CHRISTUS Gulf Coast consists of two community hospitals, including CHRISTUS St. Catherine Hospital in Katy, Texas, a 102-bed hospital and CHRISTUS St. John Hospital in Nassau Bay, Texas, a 178-bed hospital. CHRISTUS St. Catherine Hospital in Katy, offers a broad spectrum of adult and pediatric medical and surgical care with the latest in technology, including an urgent care center, birthing suites, newborn and Level II neonatal intensive care nurseries, inpatient and outpatient surgery, diagnostic imaging and cardiology services. CHRISTUS St. John Hospital in Nassau Bay offers comprehensive medical services in cardiology, oncology, intensive care, diagnostic imaging, gynecology, pediatrics, advanced laparoscopic procedures, cancer treatment and cardiovascular, sports medicine and vascular specialties. Each of the facilities of CHRISTUS Health Gulf Coast shares one objective -- to lead the way to a healthier community. CHRISTUS Health Gulf Coast other health care facilities include part ownership in Galveston County Clinical Services, Inc. providing physician health care services to Medicaid patients and one ambulatory surgery center-Katy St Catherine Surgery Center, L.P. In our 2010 Fiscal Year alone, we were privileged to serve hundreds of thousands of individuals in various ways including 59,515 visits to our Emergency Department; 3,238 inpatient surgery procedures, 5,716 outpatient surgery procedures; 12,566 patients who were admitted to our hospitals for care and 194,022 patients who received outpatient care at our facilities. CHRISTUS Health Gulf Coast provides a full range of inpatient and outpatient services to the people from the communities it serves. It conducts its activities and serves its health care purpose without regard to race, color, creed, religion, gender, orientation, disability, age, ability to pay, or national origin. 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. CHRISTUS Associates and physicians continue the tradition of caring established by the Sisters of Charity of the Incarnate Word and seek to restore the whole person back to a place of complete physical, mental and spiritual wellness. CHRISTUS Gulf Coast collaborates with communities, churches, businesses, and other health care organizations to facilitate and strengthen accessibility of quality comprehensive health care services for all, particularly the vulnerable and underserved populations. In an effort to meet and address the identified healthcare needs in the communities we serve, CHRISTUS Health Gulf Coast joins with many local community partners and service organizations some of which include: American Cancer Society, the American Heart Association, the Archdiocese of Galveston-Houston, Breath of Life Clinic, Christ Clinic and local faith communities, the Dominican Sisters of the Sacred Heart, University of Texas Medical Branch (UTMB) at Galveston Regional Maternal and Child Program, Dickinson Independent School District, DePelchin Children's Center, community representatives, school administrators, parents, and community volunteers in the following programs: (1) The CHRISTUS Literacy Center: This a collaborative initiative between CHRISTUS Health Gulf Coast, the Archdiocese of Galveston/Houston and the Dominican Sisters of the Sacred Heart. Through in-kind volunteers, The Literacy Center provides assistance in improving the reading and writing skills of individuals who are not proficient in English, so they may enhance their pronunciation, and vocabulary skills. An introduction to basic computer skills is integrated within the curriculum. These combined offerings increase the ability of the students to mainstream within the local community and enhance opportunities for employment and improved communication. (2) CHRISTUS Our Daily Bread: This is a ministry of CHRISTUS Health Gulf Coast. It is a multi-service center which serves as a respite for the homeless and those who are chemically dependent and/or experiencing mental/psychiatric disorders. The center serves approximately 2,800 clients per month, providing meals, clothing, hygiene, counseling and referral services. Our Daily Bread serves all clients with respect and dignity in a matter befitting one of God's own. (3) The CHRISTUS Community Health Ministries Healthy Living Mobile Unit: we will continue to focus on the health needs of the uninsured and underinsured in the community by increasing access to care through collaboration and networking with other agencies. Some of the services provided include: (A) Health Assessments: Through our health assessment screening we focus on chronic diseases, such as cardiovascular disease, diabetes and obesity, educating our patients and assisting them in finding a medical home base. We will focus on our senior sites working with the ACES program. We will continue to attend health fairs at schools and churches. We collaborate with the Archdiocese of Galveston- Houston by reaching out to as many of the churches as possible in the outlying counties that do not have access to care so they can participate in the projects to provide health screenings. (B) Vaccine Administration: We continue to meet the needs of our seniors by providing influenza vaccines, attempting to administer 5000 immunizations annually. We provided 300 blankets to needy seniors and distributed 500 Healthy Living Gift packs containing educational and resource materials that promoted healthy living and addressed psychological needs after the holiday season. We collaborate with the City of Houston and the State of Texas on a Vaccine for Children's Program that administers immunizations in the community at schools, health fairs and apartment complexes in needy areas. (4) Susuan G. Komen Breast Cancer Awareness and Screening: We collaborate with The Susan Komen Breast Cancer Foundation and the Rose and Y Me organizations to compliment our Breast Awareness Clinics, distributing 500 breast awareness packets with educational and resource materials during the month of October. (5) Minority Health Disparities: We collaborate with M.D. Anderson Center for Research on Minority Health Disparities for the Medicare navigation program to help diagnose cancer patients acting as a mentor and navigator for health care access. (6) Diabetes Education: We continue to collaborate with the Texas Cooperative Extension Diabetes Education Program, "Do Well Be Well with Diabetes", presenting diabetes and exercise education at senior sites and community centers. (7) Access to Care: We continue to collaborate with Katy Community Clinics and CHRISTUS St. John Hospital, providing health screening assessments to assist patients who need to establish a medical home base clinic. (8) We collaborate with CHRISTUS St. John Hospital and the CHRISTUS Foundation for HealthCare to access the needs of a school base nurse practitioner in the Katy ISD at Sundown Elementary School in an underserved area. (9) Expand our services to rural areas and counties for the uninsured and underserved by collaborating with Medicare/Chip Health Care Providers (United Healthcare and Community Health Care) to enroll children into the system. (10) Cancer Education and Prevention: The organization will expand program services focusing on cancer education and prevention in partnership with MD Anderson. As part of this plan seminars and screenings will be offered to the local community with a focus on cancer detection, prevention and education. (11) Congregational Health Ministries: The organization will continue to assist in the development of parish nurse/health ministry programs at local churches. This is an ecumenical program which will provide information related to good health and serves as a resource to their respective congregations. Educational programs related to good health and resource information will be presented to the nurse coordinators to meet the needs of the congregations. Grant money assists in supporting this program. Service anticipated through this program include the administration of approximately 3000 flu shots, attempting to reach those most at risk and collaborating with CHRISTUS VNA. The churches will offer health screenings, health fairs, educational programs related to chronic disease, prevention, spiritual support and serving as a resource to the congregation. With the exception of one church, all coordinators are volunteers and plan their individual programs based on resources of money and the number of people who can assist with planned Part VI, Line 7 CHRISTUS Gulf Coast is part of CHRISTUS Health, an international, Catholic faith based, nonprofit health system comprised of almost 350 services and facilities including more than 50 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 Gulf Coast, develops five-year and 10-year strategic plans that help set the yearly operational plans and budgets. Regional strategic goals are set in collaboration with CHRISTUS Health including 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. In addition, the CHRISTUS Gulf Coast works closely with the CHRISTUS Community Health council to meet system wide initiatives for addressing community needs. Currently these initiatives include increasing access to primary care, avoiding Emergency Department visits and preventable hospitalizations, a case management program for patients of our clinics who have chronic illness, diabetes education, and creating affordable senior housing opportunities in the region. The data supplied from CHRISTUS Health along with the system wide strategic initiatives are consistent with the community needs assessment of the region. CHRISTUS Gulf Coast, 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. CHRISTUS Health Gulf Coast strives to collaborate with community partners. By working with and/or initiating community led partnerships in all the communities served by CHRISTUS Health Gulf Coast, we can achieve measurable, sustainable improvement in well being. CHRISTUS Health Gulf Coast's Healthy Communities Model incorporates these key principles: (1) Community Ownership: Successful initiatives bring together business, government, nonprofit, healthcare, faith communities and citizen leaders to address community issues. Everyone should feel empowered. (2) Well being of the Community: The universal definition of health and wholeness embraces the physical, emotional, mental and spiritual dimensions of life. (3) Goals and Measures: Use benchmarks and measure progress and outcomes. (4) Partnerships and Collaborations: Building capacity using the already existing community assets helps to magnify the resources available. TX true Texas Right to Life Educational Fund 6776 SW Frwy SUITE 430 Houston TX 77074 237373806 501(c)(3) 10000 Celebration of Life Sponsorship Christ Clinic 5504 First Street Katy TX 77492 352179708 501(c)(3) 60000 Fund Nurse Practitioner Salary CHRISTUS Foundation for Healthcare PO BOX 1920 Houston TX 772511920 746074211 501(c)(3) 15000 Purchase of Equipment for Hospital MEMORIAL HERMANN HEALTH SYSTEM 7737 SW FWY SUITE 200 HOUSTON TX 77074 741152597 501(C)(3) 45342358 INDIGENT FUNDING FOR HARRIS COUNTY GOLDEN PLAINS COMMUNITY HOSPITAL 200 SMCGEE BORGER TX 79007 260328929 1104941 INDIGENT FUNDING FOR HUTCHINSON COUNTY 4 1 Indigent Assistance 3965 44168 FMV TRSP/RX/VISITS/SUPPL Form 990, Schedule I Description of Organization's Procedures for Monitoring the Use of Grants 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 Tests. 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 tests 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. true true false false false false false false false Ellen Jones 0 427741 0 52920 0 54101 0 188108 0 23897 0 746767 0 0 Patrick Carrier 375766 53743 0 0 7800 0 164354 23028 13710 2378 561630 79149 0 0 Bill Hecht 0 269671 0 24978 0 63314 0 78776 0 23952 0 460691 0 0 John H McCabe 176476 0 0 0 0 0 44419 0 10586 0 231481 0 0 0 Tom Permitti 234795 7481 0 0 19659 0 95655 2812 30880 1348 380989 11641 0 0 Nancy Pittman 160025 0 0 0 237 0 39157 0 4610 0 204029 0 0 0 Harold Gottlieb 294710 0 0 0 10516 0 65031 0 15800 0 386057 0 0 0 Charles Foster 0 183156 0 14656 0 200 0 72645 0 20005 0 290662 0 0 Heather Boler 0 157162 0 13208 0 0 0 40776 0 21792 0 232938 0 0 Michael Sullivan 36335 126645 0 15000 13739 16199 13220 41672 2446 8576 65740 208092 0 0 David Witt 133254 0 0 0 37 0 11168 0 27353 0 171812 0 0 0 Karen Wilson 156665 0 0 0 4476 0 14939 0 9236 0 185316 0 0 0 Bradkley K Mitchell 0 0 0 0 217432 0 6202 0 0 0 223634 0 0 0 William Whiddon 61229 0 0 0 79833 0 5405 0 5714 0 152181 0 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. Sisters' compensation is paid to the religious congregation and not the individual. Officers, key employees and highest paid employees are full-time employees. Board members spend time as needed for board meetings and functions. Prior to 11/9/2009, Erick Smith received compensation for services as Executive Assistant to the CEO. During this period, he served as Corporate Secretary of the filing organization and two related organizations and received no compensation for such services. After 11/9/2009, his compensation was attributable to his services as Corporate Secretary of the filing organization and two related organizations. Explanation of Related Org determining CEO/Executive Directors comp Form 990, Schedule J, Part I, Question 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. 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 Form 990, Schedule J, Part I, Question 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. severance payment or change-of-control payment 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. Bradley K. Mitchell received $217,432 in severance payment during Calendar Year 2009. William Whiddon received $79,833 in severance payment during Calendar Year 2009. supplemental nonqualified retirement plan payment Form 990, Schedule J, Part I, Question 4b Bill Hecht was paid $56,114 during Calendar Year 2009 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. COMPENSATION FOR BILL HECHT INCLUDES PAYMENTS FROM SUPPLEMENTAL EXECUTIVE RETENTION AND RETIREMENT PLAN EARNED AND PAID IN 2009 UNDER TERMS OF THE AFOREMENTIONED PLAN. COMPENSATION FOR THE FOLLOWING PEOPLE INCLUDES PAYMENTS FROM EXECUTIVE DEFERRED INCOME ACCOUNT VESTED AND DUE IN 2009 UNDER TERMS OF THE PLAN: Harold Gottlieb, Ellen Jones, Tom Permetti, and Michael Sullivan. Supplemental Compensation Information Form 990, Schedule J Sister Carol Ann Jokerst, who is listed as a director on Part VII, receives compensation from a related organization, but her compensation is paid directly to the religious congregation and not to her individually. Since this compensation goes to the congregation, no Form W-2 is issued, and thus no amounts are listed at Form 990, Part VII. For informational purposes, compensation paid from the related organization on her behalf was $103,198. X Other - Hospital Supplies/ Equip 2 9025 COST/SELLING PRICE X Other - Hospital Supplies/ Equip 2 27762 COST/SELLING PRICE false true false Doing Business As Form 990, Page 1, Item C Christus Health Gulf Coast operates under the following names: Christus St. John Hospital Christus St. Catherine Hospital Christus Our Daily Bread Christus New Horizons Center Christus Health Service Center 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 charity clinics to immunizations for children and seniors, meals on wheels, transportation services, home repair projects and a variety of other social services. The Point of Light Clinic has been in operation since 1990 to provide acute care and episodic healthcare services to those who are uninsured and underinsured within the secondary market of CHRISTUS St. John Hospital, A FACILITY OF CHRISTUS HEALTH GULF COAST. Healthy Living Mobile Clinic, a collaborative mobile health program delivering primary and preventive care (including immunizations), which targets the elderly, women, and children provided 31,662 patient visits. Parish Health Ministry provides a continuum of care, especially for the undeserved populations, through an ongoing partnership with Associated Catholic Charities in collaboration with the Diocese of Galveston-Houston. We See Program offers eye examinations and corrective glasses as indicated to children who are financially or medically indigent. Parish Nurse/Health Ministry Program offers assistance in starting church based programs with a focus on wellness and healthy living. The Gabriel Project IS a parish-based crisis pregnancy program for the Diocese of Galveston-Houston. The parish places the "Sign of Life" on the parish grounds, which invites any pregnant woman to seek all the help she needs from the parish and its associated services. The mother attends the Gabriel Project at the parish where she lives. The VIP program is one designed to meet some of the needs of the senior adults. The focus is on improved health and health education. Low impact aerobic, and chair exercises are offered at no cost to the participants. Health education programs are offered six times a year. The program coordinator hosts the AARP Defensive Driving course every other month. Other programs of interest will be offered based on input of the members. The Breath of Life Children's Center clinic administers healthcare to vulnerable children in the West Houston and Katy, areas. Currently, The Breath of Life Children's Center clinic serves children and their families through its two divisions: Prevention and Acute Sick Care services. Collaborative partners include the American Cancer Society, the Archdiocese of Galveston-Houston, and local church members, CHRISTUS Literacy Center, a collaborative initiative established among CHRISTUS Health Gulf Coast, the Archdiocese of Galveston/Houston and the Dominican Sisters of the Sacred Heart. The Literacy Center provides english as a secondary language (ESL) classes, language and writing skills CLASSES in order for individuals who are not proficient in English to enhance pronunciation, vocabulary, reading, and writing skills. CHRISTUS Our Daily Bread, a ministry of CHRISTUS Health Gulf Coast serves as a respite for the homeless, those who are chemically dependant AND THOSE WHO experience mental/psychiatric disorders. The Center serves approximately 2,500 clients per montH PROVIDES meals, clothing, hygiene, counseling and referrals services. Our Daily Bread serves all clients with respect and dignity in a matter befitting one of God's very own. Some examples of CHRISTUS Health Community Benefits accounted for under Community Services for the poor and underserved include the CHRISTUS Community Direct Investment Program (CDI) and the CHRISTUS Fund. The CHRISTUS Board of Directors approved the funding of a CDI loan program to ensure that the work of social accountability and moral and ethical stewardship continues in spite of challenging fiscal conditions faced by the local operating entities. The purpose of the CDI program is to support community-driven initiatives primarily for affordable housing and economic development by providing financing at below-market interest rates to not-for-profit organizations at terms not exceeding more than five years. The income that would have been earned at the market rate less our loan rate (foregone income) is considered a community benefit for reporting purposes. The costs of this program are not included in the Program Service Expenses for CHRISTUS Health Gulf Coast. Though outstanding loan balances vary throughout the year, the outstanding loan balance at the end of Fiscal Year 2010 was $616,569. The foregone interest for CHRISTUS Gulf Coast in FY2010 was $27,904. CHRISTUS Health established the CHRISTUS Fund to provide resources to not-for-profit agencies and groups whose vision, mission and goals are consistent with CHRISTUS Health's mission, values and philosophy of a healthy community. We believe that by working together, we can make a profound difference in the quality of peoples' lives and create sustainable health in our communities. During FY2010, the total grant money distributed to the Gulf Coast region was $229,552. The cost of these grants is not included in the Program Service Expenses for CHRISTUS Health Gulf Coast. 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. Program Service Expense = $47,233,243 Grants = $46,491,467 Program Service Revenue = $0 Description of Other Program Services Form 990, Part III, Line 4d COMMUNITY SERVICES FOR THE BROADER COMMUNITY The greatest share of these expenses is spent educating health professionals. Helping to prepare future health care professionals is a distinguishing characteristic of not-for-profit health care and constitutes a significant community benefit. CHRISTUS Health also used cash donations as a vehicle to help our communities. We made cash donations, in addition to grants awarded through the CHRISTUS Fund, to support causes like the fight against cancer, provision of a continuum of care for our elderly, HIV/AIDS and for many other equally worthy purposes. During FY2010, CHRISTUS Health 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. Program Service Expense = $1,077,916 Grants = $121,106 Program Service Revenue = $0 Description of Classes of Members or Stockholders Form 990, Part VI, Line 6 CHRISTUS Health is the sole corporate member of the filing organization. Descriptions 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. Decisions of the governing body subject to approval by member 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 Member 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. Process used to Review Form 990 Form 990, Part VI, Line 11 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 2011 via either meeting, conference call or web portal polling tool by the Audit and/or Finance subcommittees of 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 conflict 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 HEALTH GULF COAST. The Executive Compensation Committee is composed of individuals who have no conflict of interest with the compensation arrangements at hand. CHRISTUS Health CEO's compensation is subject to approval by the CHRISTUS Health board, after discussion by the Executive Compensation Committee. The Executive Compensation Committee of the CHRISTUS Health Board selects an independent external firm to perform an independent compensation review, to ensure that all compensation is reasonable and comparable to other similarly situated organizations, for similarly qualified persons in functionally comparable positions, and to provide supporting information of compensation decisions. On an annual basis the external consultant: 1. completes a review of the compensation and benefits of the CHRISTUS HEALTH CEO and provides a written report, and appears in person with the committee to address the annual compensation review and any decisions related to such compensation for the CEO. The consultant also provides all of the comparable market data to support recommendations and decisions. 2. develops the merit increase recommendations for all Designated System Executives based on market comparability. 3. recommends the changes in the Compensation Structure (grades) based on the market changes. 4. 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 determined the compensation of Secretary, Rada Korczynski, 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 the aforementioned procedure, Secretary Rada Korczyski's compensation was not reviewed by a compensation committee. A related organization determined the compensation of Secretary, Erick Smith, by use of surveys, taking into account market data and shift differential. Based on the aforementioned procedure, Secretary Erick Smith's compensation was 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 organization listed in the Annual Official Catholic Directory. CHRISTUS Health's website displays the IRS Group Ruling and relevant Annual Official Catholic Directory pages for the organizations related to CHRISTUS Health. Forms 990 and 990-T are made available upon request. Avail of gov docs, conflict of interest policy and fin stmts to 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. Hours worked for Related Organization Form 990, Part VII, Section A 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. THROUGH 2/27/20, Ellen Jones devoteD an average of 6 hours per week to Christus Health Southwestern Louisiana, a related organization of the filing entity. Ellen WAS the President & CEO of Christus Health Southwestern Louisiana. THROUGH 2/27/10, Ellen Jones devoteD an average of 50 hours per week TO Christus Health Southeast Texas, a related organization of the filing entity. Ellen IS the President & CEO of Christus Health Southeast Texas. Effective 2/28/10, Ellen Jones devotes an average of 33 hours per week to CHRISTUS Health Southeast Texas. Ellen is the President & CEO of CHRISTUS Health Southeast Texas. From 8/29/09 through 2/28/10, Patrick Carrier devoted an average of 24 hours per week to CHRISTUS Continuing Care, a related organization of the filing entity. Patrick was the President/CEO of CHRISTUS Continuing Care. Effective 2/28/10, Patrick devotes an average of 60 hours per week to CHRISTUS Santa Rosa Health Care Corporation, a related organization of the filing entity. Patrick is the President/CEO of CHRISTUS Santa Rosa Health Care Corporation. THROUGH 2/28/10, Bill Hecht devoteD an average of 7 hours per week TO Christus Health Southwestern Louisiana, a related organization of the filing entity. Bill WAS the Chief Financial Officer of Christus Health Southwestern Louisiana. THROUGH 5/8/10, BILL DEVOTED an average of 59 hours per week TO Christus Health Southeast Texas, a related organization of the filing entity. Bill is the Chief Financial Officer of Christus Health Southeast Texas. Effective 5/9/10, Bill devotes an average of 39 hours per week to CHRISTUS Health Southeast Texas, a related organization of the filing entity. Bill is the Chief Financial Officer of CHRISTUS Health Southeast Texas. THROUGH 5/8/10, Charles Foster devoteD an average of 40 hours per week TO Christus Health Southeast Texas, a related organization of the filing entity. Charles WAS the VP Human Resources of Christus Health Southeast Texas. THROUGH 5/1/10, Heather Boler devoteD an average of 40 hours per week TO Christus Health Southeast Texas, a related organization of the filing entity. Heather WAS the Regional VP of Strategy, Business Development, Marketing, & Communications of Christus Health Southeast Texas. From 2/15/09 through 10/24/09, Michael Sullivan devoted an average of 60 hours per week to CHRISTUS Health, a related organization of the filing entity. Michael was the Director of Mission Integration for CHRISTUS Health. Effective 10/25/09, Michael devotes an average of 30 hours per week to CHRISTUS Continuing Care, a related organization of the filing entity. Michael is the VP of Mission and Organizational Ethics of CHRISTUS Continuing Care. From 10/25/09 through 5/7/10, Tom Permetti devoted an average of 11 hours per week to CHRISTUS Continuing Care, a related organization of the filing entity. Tom was the Facility Administrator/VP of Strategy of CHRISTUS Continuing Care. Effective 5/8/10, Tom devotes an average of 22 hours per week to CHRISTUS Health Southeast Texas, a related organization of the filing entity. Tom is the Regional COO of CHRISTUS Health Southeast Texas. FORM 990, PART VII, SECTION A OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND HIGHEST COMP EMPLOYEES Nancy Brock served as the Regional CFO, an officer position, through 4/1/10. Effective 4/1/10, Nancy serves as the CFO of St. Catherine Hospital, a key employee position. CHRISTUS HEALTH ARK-LA-TEX 2600 ST MICHAEL DRIVE TEXARKANA TX 75503 752796815 HLTHCARE SVC TX 501(C)(3) 3 NA CHRISTUS CONTINUING CARE 1700 W LOOP SOUTH SUITE 1100A HOUSTON TX 77027 742898615 HLTHCARE SVC TX 501(C)(3) 3 NA CH WILKINSON PHYSICIAN NETWORK 1700 WEST LOOP SOUTH SUITE 400B HOUSTON TX 77027 760422435 HLTHCARE SVC TX 501(C)(3) 11-TYPE 1 NA ST JOSEPH COMMUNITY FOUNDATION 2800 LAMAR AVE CAPITAL ONE 2ND F PARIS TX 75460 421619230 SUPT HLTH SV TX 501(C)(3) 11-TYPE 1 NA CHRISTUS ST JOSEPH'S HEALTH SYSTEM 2707 NORTH LOOP WEST HOUSTON TX 77008 750800674 HLTHCARE SVC TX 501(C)(3) 3 NA CHRISTUS STEHLIN FND FOR CANCER RESEARCH 10301 STELLA LINK SUITE A HOUSTON TX 77025 741622404 CANCER RSCH TX 501(C)(3) 9 NA DUBUIS HEALTH SYSTEM INC 10333 RICHMOND AVE SUITE 300 HOUSTON TX 77042 721270964 Hlthcare Svc TX 501(C)(3) 3 NA CHRISTUS HEALTH FOUNDATION 2707 NORTH LOOP WEST HOUSTON TX 77008 611500100 SUPT HLTH SVC TX 501(C)(3) 11-TYPE 1 NA CHRISTUS HEALTH CENTRAL LOUISIANA 3330 MASONIC DRIVE ALEXANDRIA LA 71301 720408984 HLTHCARE SVC LA 501(C)(3) 3 NA CHRISTUS HEALTH NORTHERN LOUISIANA ONE SAINT MARY PLACE SHREVEPORT LA 71101 720408982 HLTHCARE SVC LA 501(C)(3) 3 NA CHRISTUS SPOHN HEALTH SYSTEM CORP 600 ELIZABETH STREET CORPUS CHRISTI TX 78404 741109836 HLTHCARE SVC TX 501(C)(3) 3 NA CHRISTUS HEALTH SOUTHEAST TEXAS 3010 HARRISON STREET BEAUMONT TX 77702 760591590 HLTHCARE SVC TX 501(C)(3) 3 NA CHRISTUS Health 2707 NORTH LOOP WEST HOUSTON TX 77008 760590551 SUPT HLTH SVC TX 501(C)(3) 11 - Type I NA CHRISTUS SANTA ROSA HEALTH CARE CORP 333 N SANTA ROSA STREET SAN ANTONIO TX 78207 741109665 HLTHCARE SVC TX 501(C)(3) 3 NA CHRISTUS HEALTH UTAH 451 BISHOP FEDERAL LANE SALT LAKE CITY UT 84115 870231682 HLTHCARE SVC UT 501(C)(3) 9 NA CHRISTUS Health Southwestern Louisiana 524 Dr Michael Debakey Drive Lake Charles LA 70601 720411322 HLTHCARE SVC LA 501(C)(3) 3 NA Christus Health Liability Retention Trst 2707 North Loop West Houston TX 77008 760259623 SELF INS TRST TX 501(C)(3) 11-TYPE 1 NA Christus Foundation for Healthcare PO Box 1919 Houston TX 772511919 746074210 SUPT HLTH SVC TX 501(C)(3) 7 NA ST CATHERINE MANAGEMENT LLC 701 S FRY ROAD KATY TX 77450 770620092 HEALTHCARE SRVCS TX NA INVESTMENT -1598 917 false 0 false KATY ST CATHERINE SURGERY CENTER LP 707 S FRY ROAD KATY TX 77450 201168675 HEALTHCARE SRVCS TX NA RELATED -68109 164526 false 0 false WEST HOUSTON REAL ESTATE DEVELOPMENT 1700 WEST LOOP SOUTH 1200 HOUSTON TX 77027 262330994 HEALTHCARE SRVCS TX NA INVESTMENT 11683 8727276 false 0 false HOUSTON METROPOLITAN HEALTH NETWORK 1700 WEST LOOP SOUTH SUITE 400A HOUSTON TX 77027 760427193 HEALTHCARE SRVCS TX NA C Corp 91150 394511 1.00000 CHRISTUS MUGUERZA SAPI DE CV Carretera Nacional No 6501 Col E Monterrey N.L. MX 64988 HEALTHCARE SRVCS MX NA C Corp EMERALD ASSURANCE CAYMAN LTD PO BOX 1051 GRAND CAYMAN CAYMAN ISLANDS CJ KY1-1102 980407545 INSURANCE CJ NA C CORP true false true false false false true false true true true true false true true true true true CHRISTUS Foundation for Healthcare c 10005733 CHRISTUS Foundation for Healthcare n 685706 CHRISTUS Foundation for Healthcare p 61302 CHRISTUS Health Liability Retention Trust o 260065 CHRISTUS Health Southeast Texas n 1007275 CHRISTUS Health Southeast Texas o 94890 CHRISTUS Health Southeast Texas p 633690 Houston Metropolitan Health Network n 95591 Katy St Catherine Surgery Center LP n 79023 Katy St Catherine Surgery Center LP a 136939 Katy St Catherine Surgery Center LP g 555691 Katy St Catherine Surgery Center LP r 358180