2023-05-03T13:07:05-05:00 2022-06-30 990 2021-07-01 742259907 CHRISTUS SANTA ROSA-SAN MARCOS FOUNDATION % TERESA ZDUNCZYK CHRI 5127533687 PO BOX 912 SAN MARCOS TX 78667 JERILYN MILLER DEVELOPMENT DIRECTOR 4073572352 2023-05-15 JERILYN MILLER 000000000 2 2021 2023-04-26 12:10:37Z X JERILYN MILLER PO BOX 912 SAN MARCOS TX 78667 332574 false X SEE SCHEDULE O X 1982 TX FUNDRAISING FOR TAX-EXEMPT HOSPITAL ORGANIZATION 15 13 0 19 0 0 57248 332427 0 0 142 147 0 0 57390 332574 1000 92714 0 0 0 117215 0 0 2145 13860 26134 14860 236063 42530 96511 291524 506871 0 0 291524 506871 SUPPORT CHRISTUS SANTA ROSA HOSPITAL SAN MARCOS THROUGH THE PROMOTION OF PHILANTHROPY AND GOODWILL. false false 92714 92714 FUNDRAISING TO PROVIDE SUPPORT TO CHRISTUS SANTA ROSA HOSPITAL SAN MARCOS FOR EXPANSION, SPECIFIC EQUIPMENT, HOSPICE SUPPORT AND NURSE SUPPORT. 92714 true true false false false false false false false false false false false false false false false false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false true 0 0 0 false false false false false false false false false false false false X 15 13 false false false false false false false true true false false true true true true false false false false false X TERESA ZDUNCZYK 5127533672 1301 WONDER WORLD DRIVE SAN MARCOS TX 78666 COREY CAROTHERS DDS CHAIRMAN 2.0 0.0 X X 0 0 0 WAYNE BECAK DIRECTOR 2.0 0.0 X 0 0 0 BARRIE BREED DIRECTOR 1.0 0.0 X 0 0 0 DAVID CASE DIRECTOR 1.0 0.0 X 0 0 0 JOHN NAVARRETTE SECRETARY 2.0 0.0 X X 0 0 0 SCOTT YARBROUGH PAST CHAIRMAN 2.0 0.0 X 0 0 0 SHANE FRASER DIRECTOR 1.0 0.0 X 0 0 0 GLORIA INGRAM DIRECTOR 1.0 0.0 X 0 0 0 JERILYN MILLER DEVELOPMENT DIRECTOR 40.0 0.0 X X 0 0 0 HOLLY MORRIS DIRECTOR 1.0 0.0 X 0 0 0 JON MAZURSKY MD DIRECTOR 1.0 0.0 X 0 0 0 KEN STRANGE DIRECTOR 1.0 0.0 X 0 0 0 BILL TAYLOR DIRECTOR 1.0 0.0 X 0 0 0 LANCE WINTER DIRECTOR 1.0 0.0 X 0 0 0 PABLO ZUNIGA DIRECTOR 1.0 0.0 X 0 0 0 THOMAS MCKINNEY PRES CSR HOSPITAL - SAN MARCOS 1.0 39.0 X 0 0 0 0 0 0 0 false false true 0 305000 27427 332427 0 147 147 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 332574 147 92714 92714 0 0 0 112789 112789 0 4426 4426 0 0 0 0 0 0 0 0 0 0 0 0 23911 23911 0 0 0 0 0 0 0 0 0 BANK FEES 78 78 SUPPLIES 524 524 MISCELLANEOUS EXPENSES 1621 1621 236063 92714 141204 2145 291524 506871 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 291524 506871 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 118836 291524 388035 291524 506871 291524 506871 96511 118836 X false false X 255689 178199 237327 57248 332427 1060890 0 0 255689 178199 237327 57248 332427 1060890 614961 445929 453 266 278 142 147 1286 0 0 1062176 138781 0.41983 0.52197 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true CHRISTUS SANTA ROSA HEALTH CARE CORPORATION 1301 WONDER WORLD DRIVE SAN MARCOS TX 78666 741109665 90964 GENERAL SUPPORT 1 0 Part I, Line 2 PART I, LINE 2: GRANTS ARE GENERALLY MADE ONLY TO ORGANIZATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3), OR TO OTHER LOCAL CHARITABLE COMMUNITY ORGANIZATIONS. ACCORDINGLY, THE FILING ORGANIZATION HAS NOT ESTABLISHED SPECIFIC PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES AS THE FILING ORGANIZATION DOES NOT HAVE A GRANT MAKING PROGRAM THAT WOULD NECESSITATE SUCH PROCEDURES. false false false false false false false false false JERILYN MILLER DEVELOPMENT DIRECTOR 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS PREPARED AND REVIEWED BY THE CHRISTUS HEALTH TAX DEPARTMENT. THE CHRISTUS HEALTH ACCOUNTING DEPARTMENT WORKS WITH THE TAX DEPARTMENT 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 WAS REVIEWED PRIOR TO FILING WITH THE IRS IN THE SPRING 2023 BY THE ORGANIZATION'S PRESIDENT AND SECRETARY, BASED ON A SET OF SUGGESTED REVIEW PROCESSES DEVELOPED BY CHRISTUS HEALTH. AT A BOARD MEETING SUBSEQUENT TO FILING WITH THE IRS, THE PRESIDENT AND SECRETARY WILL REPORT TO THE FULL BOARD ON THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C: CENTRAL TEXAS MEDICAL CENTER FOUNDATION'S CURRENT YEAR FORM 990 WAS REVIEWED BY THE BOARD CHAIRMAN AND THE CEO AND CFO OF THE FILING ORGANIZATION'S SUPPORTED HOSPITAL PRIOR TO ITS FILING WITH THE IRS. THE REVIEW CONDUCTED BY THE BOARD CHAIRMAN AND THE CEO AND CFO OF THE FILING ORGANIZATION'S SUPPORTED HOSPITAL DID NOT INCLUDE THE REVIEW OF ANY SUPPORTING WORKPAPERS THAT WERE USED IN PREPARATION OF THE CURRENT YEAR FORM 990, BUT DID INCLUDE A REVIEW OF THE ENTIRE FORM 990 AND ALL SUPPORTING SCHEDULES. TO THE BOARD OF DIRECTORS OF THE FILING ORGANIZATION OR TO ANY MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS THAT IS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. SUBSEQUENT TO ANY DISCLOSURE OF ANY FINANCIAL INTEREST/ARRANGEMENT AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE RELEVANT BOARD MEMBER OR PRINCIPAL OFFICER, THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS OR COMMITTEE WITH BOARD DELEGATED POWERS SHALL DISCUSS, ANALYZE, AND VOTE UPON THE POTENTIAL FINANCIAL INTEREST/ARRANGEMENT TO DETERMINE IF A CONFLICT OF INTEREST EXISTS. ACCORDING TO THE FILING ORGANIZATION'S CONFLICT OF INTEREST POLICY, AN INTERESTED PERSON MAY MAKE A PRESENTATION TO THE BOARD OF DIRECTORS (OR COMMITTEE WITH BOARD DELEGATED POWERS), BUT AFTER SUCH PRESENTATION, SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 12 C CONT'D EACH INTERESTED PERSON, AS DEFINED UNDER THE FILING ORGANIZATION'S CONFLICT OF INTEREST POLICY, SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE FILING ORGANIZATION IS A CHARITABLE ORGANIZATION THAT MUST PRIMARILY ENGAGE IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS EXEMPT PURPOSES. THE FILING ORGANIZATION'S CONFLICT OF INTEREST POLICY ALSO REQUIRES THAT PERIODIC REVIEWS SHALL BE CONDUCTED TO ENSURE THAT THE FILING ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES. FORM 990, PART VI, SECTION C, LINE 19: EACH INTERESTED PERSON, AS DEFINED UNDER THE FILING ORGANIZATION'S CONFLICT OF INTEREST POLICY, SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE FILING ORGANIZATION IS A CHARITABLE ORGANIZATION THAT MUST PRIMARILY ENGAGE IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS EXEMPT PURPOSES. THE FILING ORGANIZATION'S CONFLICT OF INTEREST POLICY ALSO REQUIRES THAT PERIODIC REVIEWS SHALL BE CONDUCTED TO ENSURE THAT THE FILING ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES. FOUNDATION WEBSITE https://www.christushealth.org/connect/donate/san-marcos-foundation FORM 990, PART VII, SECTION A - SCHEDULE J, PART II DIRECTOR JERILYN MILLER IS THE DIRECTOR OF DEVELOPMENT FOR CHRISTUS SANTA ROSA HEALTH CORPORATION - SAN MARCOS HOSPITAL, THE SUPPORTED ORGANIZATION OF CHRISTUS SANTA ROSA-SAN MARCOS FOUNDATION. THE HOSPITAL HAS NO OWNERSHIP INTEREST IN THE FOUNDATION, AND THEREFORE DOES NOT MEET THE DEFINITION OF A RELATED ORGANIZATION SET FORTH BY THE FORM 990 INSTRUCTIONS. THEREFORE, JERILYN'S COMPENSATION IS NOT REPORTED AS RELATED COMPENSATION ON FORM 990, PART VII, OR FORM 990, SCHEDULE J, PART II. FOR INFORMATIONAL PURPOSES, JERILYN MILLER RECEIVED THE FOLLOWING COMPENSATION PAID BY CHRISTUS SANTA ROSA HEALTH CARE CORPORATION DURING CALENDAR YEAR 2021: BASE COMPENSATION = $95,256 BONUS AND INCENTIVE COMPENSATION = $ 10,755 OTHER REPORTABLE COMPENSATION = $ 0 RETIREMENT AND OTHER DEFERRED COMPENSATION = $ 4,284 NON-TAXABLE BENEFITS = $ 2,494 COMPENSATION REPORTED IN PRIOR FORM 990 = $ 0 DIRECTOR THOMAS MCKINNEY IS THE PRESIDENT OF CHRISTUS SANTA ROSA HEALTH CORPORATION - SAN MARCOS HOSPITAL, THE SUPPORTED ORGANIZATION OF CHRISTUS SANTA ROSA-SAN MARCOS FOUNDATION. THE SOLE MEMBER OF THE HOSPITAL IS CHRISTUS HEALTH. NEITHER CHRISTUS HEALTH OR THE HOSPITAL HAS AN OWNERSHIP INTEREST IN THE FOUNDATION, AND THEREFORE DO NOT MEET THE DEFINITION OF A RELATED ORGANIZATION SET FORTH BY THE FORM 990 INSTRUCTIONS. THEREFORE, THOMAS'S COMPENSATION IS NOT REPORTED AS RELATED COMPENSATION ON FORM 990, PART VII, OR FORM 990, SCHEDULE J, PART II. FOR INFORMATIONAL PURPOSES, THOMAS MCKINNEY RECEIVED THE FOLLOWING COMPENSATION PAID BY CHRISTUS HEALTH DURING CALENDAR YEAR 2021: BASE COMPENSATION = $331,255 BONUS AND INCENTIVE COMPENSATION = $ 107,432 OTHER REPORTABLE COMPENSATION = $ 13,030 RETIREMENT AND OTHER DEFERRED COMPENSATION = $ 99,616 NON-TAXABLE BENEFITS = $ 15,423 COMPENSATION REPORTED IN PRIOR FORM 990 = $ 0 NON-TAXABLE BENEFITS = $ 2,494 COMPENSATION REPORTED IN PRIOR FORM 990 = $ 0