CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION (EIN 74-1906005)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-11
- IRS object ID
- 201531319349301148
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T10:23:20-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741906005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christus Spohn Health System DEVELOPMENT FND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BECKY RIOS | InCareOfNm |
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 3618813533 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Elizabeth Street | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Corpus Christi | City |
| State | TX | State |
| ZIP Code | 78404 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Karen Bonner | PersonNm |
| Person Title | executive director | PersonTitleTxt |
| Signature | 2015-05-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANICE K MARTIN | PreparerPersonNm |
| PTIN | P00900299 | PTIN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Karen Bonner | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Elizabeth Street | AddressLine1 |
| City | Corpus Christi | City |
| State | TX | State |
| ZIP Code | 78404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,856,752 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.christusspohnfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION PROMOTES PHILANTHROPY AND CHARITABLE GIVING TO PROVIDE RESOURCES AND SUPPORT TO CHRISTUS HEALTH AND CHRISTUS SPOHN HEALTH SYSTEM CORPORATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 600 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,971,383 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,336,608 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $141,857 | PYInvestmentIncomeAmt |
| CY Investment Income | -$194,040 | CYInvestmentIncomeAmt |
| PY Other Revenue | $106,542 | PYOtherRevenueAmt |
| CY Other Revenue | $317,028 | CYOtherRevenueAmt |
| PY Total Revenue | $3,219,782 | PYTotalRevenueAmt |
| CY Total Revenue | $2,459,596 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,801,084 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,292,121 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $16,160 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $11,280 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $734,003 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,001,517 | PYOtherExpensesAmt |
| CY Other Expenses | $1,050,451 | CYOtherExpensesAmt |
| PY Total Expenses | $8,818,761 | PYTotalExpensesAmt |
| CY Total Expenses | $2,353,852 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,598,979 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $105,744 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,720,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,039,295 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,650,242 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $366,234 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,070,663 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,673,061 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PRIMARY PURPOSE OF THE CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION IS TO PROMOTE PHILANTHROPY AND CHARITABLE GIVING IN ORDER TO PROVIDE RESOURCES TO ENHANCE THE ABILITY OF CHRISTUS HEALTH AND CHRISTUS SPOHN HEALTH SYSTEM CORPORATION IN THEIR MISSION OF EXTENDING THE HEALING MINISTRY OF JESUS CHRIST BY PROVIDING FOR THE COMMUNITY'S HEALTH NEEDS. IN FURTHERANCE OF THOSE PURPOSES, THE FOUNDATION SOLICITS AND RECEIVES CHARITABLE GIFTS AND GRANTS TO ADMINISTER AND INVEST AND REINVEST THE SAME AND TO APPLY THE WHOLE OR ANY PART OF THE INCOME AND THE PRINCIPAL EXCLUSIVELY FOR THE BENEFIT OF THE HEALTH CARE FACILITIES, SERVICES AND HEALTH COMMUNITY PROGRAMS SUPPORTED OR OPERATED BY CHRISTUS SPOHN HEALTH SYSTEM CORPORATION WITHIN ITS SERVICE AREA IN SOUTH TEXAS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,453,863 | ExpenseAmt |
| Grant | $1,292,121 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION (THE "FOUNDATION") IS A TEXAS NON-PROFIT ORGANIZATION SERVING THE PHILANTHROPIC NEEDS OF CHRISTUS SPOHN HEALTH SYSTEM CORPORATION (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 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 CONTINUING TO PROVIDE HIGH QUALITY HEALTH CARE IN AREAS SUCH AS MODERNIZATION AND CONSTRUCTION IF NEEDED IN THE HOSPITAL FACILITIES, ACQUISITION OF HOSPITAL EQUIPMENT, AND OTHER SPECIAL HEALTH CARE NEEDS OF THE HEALTH SYSTEM. THE FOUNDATION PROVIDED FUNDS TO THE HEALTH SYSTEM DURING FISCAL YEAR 2014 FOR CAPITAL EQUIPMENT, MAMMOGRAM SCREENING, BREAST CANCER AWARENESS, SERVICES FOR THE MEDICALLY INDIGENT AND HOSPITAL IMPROVEMENTS. THE FOUNDATION'S SOLE CORPORATE MEMBER IS THE HEALTH SYSTEM; THE HEALTH SYSTEM'S SOLE CORPORATE MEMBER IS CHRISTUS HEALTH. CHRISTUS SPOHN HEALTH SYSTEM IS PART OF CHRISTUS HEALTH, WHICH WAS FORMED IN 1999 TO STRENGTHEN THE 149-YEAR-OLD, FAITH-BASED HEALTH CARE MINISTRIES OF THE CONGREGATIONS OF THE SISTERS OF CHARITY OF THE INCARNATE WORD OF HOUSTON AND SAN ANTONIO. FOUNDED ON THE MISSION "TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST", CHRISTUS IS CHALLENGED TO REACH OUT TO, AND BEYOND MORE THAN 60 COMMUNITIES WE SERVE TO HELP THOSE IN NEED. THE VISION OF CHRISTUS SPOHN HEALTH SYSTEM CORPORATION, AS A CATHOLIC, FAITH-BASED MINISTRY, IS TO BE A LEADER AND ADVOCATE IN CREATING EXEMPLARY HEALTH CARE SERVICES, PROCESSES AND STRUCTURES THAT IMPROVE THE HEALTH OF INDIVIDUALS AND OF LOCAL AND GLOBAL COMMUNITIES SO THAT ALL MAY EXPERIENCE GOD'S HEALING PRESENCE AND LOVE. CHRISTUS SPOHN HEALTH SYSTEM CORPORATION RESPONDS TO HEALTH CARE NEEDS THROUGH SERVICES PROVIDED AT CHRISTUS SPOHN HOSPITAL CORPUS CHRISTI WITH THREE CAMPUSES, THE 557-BED SHORELINE CAMPUS, THE 341-BED MEMORIAL CAMPUS AND THE 158-BED SOUTH CAMPUS, AS WELL AS CHRISTUS SPOHN HOSPITAL KLEBERG WITH 100 BEDS IN KINGSVILLE, CHRISTUS SPOHN HOSPITAL ALICE WITH 137 BEDS IN ALICE AND CHRISTUS SPOHN HOSPITAL BEEVILLE WITH 69 BEDS IN BEEVILLE. EACH OF THE FACILITIES OF CHRISTUS SPOHN HEALTH SYSTEM CORPORATION SHARE ONE OBJECTIVE - WHICH IS TO LEAD THE WAY TO A HEALTHIER COMMUNITY. THE CHRISTUS SPOHN HEALTH SYSTEM CORPORATION IS LOCATED ALONG THE LOWER TEXAS COASTAL AREA (OFTEN CALLED THE COASTAL BEND). ITS SERVICE AREA STRETCHES THROUGHOUT SOUTH TEXAS, AND IT COMPRISES OF A POPULATION OF MORE THAN 562,000 INDIVIDUALS. | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,453,863 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BECKY RIOS | PersonNm |
| Phone | 3618813432 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 ELIZABETH STREET | AddressLine1 |
| City | CORPUS CHRISTI | City |
| State | TX | State |
| ZIP Code | 78404 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| NANCY L BEAUCHAMP | ||||||||
| DIRECTOR AT LARGE | 1.0 | 0.0 | Yes (X) | |||||
| MORGAN CAMPBELL MD | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $143,675 | $0 | ||
| BILL COLSTON JR | ||||||||
| DIRECTOR (BEGIN 1/1/14) | 1.0 | 0.0 | Yes (X) | |||||
| JACK T DUGAN II MD | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | |||||
| THOMAS A GATES JR | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | |||||
| JOE HENKEL | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | |||||
| THURMA HILTON | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | |||||
| AL JONES | ||||||||
| DIRECTOR (BEGAN 1/1/14) | 1.0 | 0.0 | Yes (X) | |||||
| LINDA K JORDAN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | |||||
| SUSAN LEWIS | ||||||||
| director/SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | ||||
| JUDY K LONG | ||||||||
| DIRECTOR (BEGAN 1/1/14) | 1.0 | 0.0 | Yes (X) | |||||
| LESLIE MCCLANAHAN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | |||||
| CAROL MCLAUGHLIN | ||||||||
| DIRECTOR (BEGAN 1/1/14) | 1.0 | 0.0 | Yes (X) | |||||
| ROBERT NAISMITH MD | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | |||||
| SHAWN O'CONNOR | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | |||||
| JAMES PETTUS | ||||||||
| DIRECTOR (BEGAN 1/1/14) | 1.0 | 0.0 | Yes (X) | |||||
| GREGG ROBERTSON | ||||||||
| DIRECTOR (BEGAN 1/1/14) | 1.0 | 0.0 | Yes (X) | |||||
| RICK ROGERS | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | |||||
| RABBI KENNETH ROSEMAN | ||||||||
| DIRECTOR AT LARGE | 1.0 | 0.0 | Yes (X) | |||||
| KELEIGH SASSER | ||||||||
| director/VICE CHAIRPERSON | 1.0 | 0.0 | Yes (X) | Yes (X) | ||||
| ELIZABETH SUSSER | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | |||||
| FELIX TAPP | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | |||||
| RICHARD P THOMAS | ||||||||
| DIRECTOR (BEGAN 1/1/14) | 1.0 | 0.0 | Yes (X) | |||||
| KIRBY TOWNSEND | ||||||||
| director/TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | ||||
| JENNIFER VOGT | ||||||||
| director/CHAIRPERSON | 1.0 | 0.0 | Yes (X) | Yes (X) | ||||
| CHARLES VOLK MD | ||||||||
| DIRECTOR | 39.0 | 1.0 | Yes (X) | $0 | $516,379 | $248,344 | ||
| ALLISON WEBSTER | ||||||||
| DIRECTOR (BEGAN 1/1/14) | 1.0 | 0.0 | Yes (X) | |||||
| TOM CARLISLE | ||||||||
| DIRECTOR (term 12/31/13) | 1.0 | 0.0 | Yes (X) | |||||
| PATRICIA HANISCH | ||||||||
| DIRECTOR (TERM 12/31/13) | 1.0 | 0.0 | Yes (X) | |||||
| LAUREEN PEDROTTI | ||||||||
| DIRECTOR (TERM 12/31/13) | 1.0 | 0.0 | Yes (X) | |||||
| COURTNEY RANGEL | ||||||||
| DIRECTOR (TERM 12/31/13) | 1.0 | 0.0 | Yes (X) | |||||
| DARCY L SCHROEDER | ||||||||
| DIRECTOR (RESIGNED 3/20/14) | 1.0 | 0.0 | Yes (X) | |||||
| Richard Tuttle | ||||||||
| Director (TERM 12/31/13) | 1.0 | 0.0 | Yes (X) | |||||
| KAREN URBAN | ||||||||
| DIRECTOR (BEGAN 1/1/14) | 2.0 | 0.0 | Yes (X) | $623 | ||||
| KAREN BONNER | ||||||||
| PRESIDENT/EXECUTIVE DIRECTOR | 39.0 | 1.0 | $0 | $230,745 | $41,868 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $891,422 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $290,212 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NONE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Address | ContractorAddress |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $251,507 | FundraisingAmt |
| Related Organizations | $1,249,327 | RelatedOrganizationsAmt |
| Government Grants | $71,000 | GovernmentGrantsAmt |
| All Other Contributions | $764,774 | AllOtherContributionsAmt |
| Total Contributions | $2,336,608 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $175,793 | TotalRevenueColumnAmt |
| Exclusion | $175,793 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,775,897 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,145,730 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$369,833 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$369,833 | TotalRevenueColumnAmt |
| Exclusion | -$369,833 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $567,954 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $251,507 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $251,426 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $316,528 | TotalRevenueColumnAmt |
| Exclusion | $316,528 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DOE FEE REVENUE | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $500 | TotalRevenueColumnAmt |
| Exclusion | $500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $500 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,459,596 | TotalRevenueColumnAmt |
| Exclusion | $122,988 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,292,121 | TotalAmt |
| Program Services | $1,292,121 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,314 | TotalAmt |
| Management And General | $37,314 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,280 | TotalAmt |
| Fundraising | $11,280 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,320 | TotalAmt |
| Program Services | $66,320 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,632 | TotalAmt |
| Fundraising | $1,632 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $812,762 | TotalAmt |
| Program Services | $4,963 | ProgramServicesAmt |
| Management And General | $128,672 | ManagementAndGeneralAmt |
| Fundraising | $679,127 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,190 | TotalAmt |
| Fundraising | $9,190 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,848 | TotalAmt |
| Fundraising | $20,848 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267 | TotalAmt |
| Fundraising | $267 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,403 | TotalAmt |
| Fundraising | $2,403 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,947 | TotalAmt |
| Fundraising | $2,947 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| SUBSCRIPTION & MEMBER. DUES | $5,003 | $5,003 | |
| AWARDS & GIFTS-NON EMPLOYEES | $206 | $206 | |
| MISCELLANEOUS EXPENSES | $91,559 | $1,100 | $90,459 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,353,852 | TotalAmt |
| Program Services | $1,453,863 | ProgramServicesAmt |
| Management And General | $165,986 | ManagementAndGeneralAmt |
| Fundraising | $734,003 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,283 | BOYAmt |
| EOY | $64,698 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,521,437 | BOYAmt |
| EOY | $7,930,795 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,707 | BOYAmt |
| EOY | $30,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $812,799 | BOYAmt |
| EOY | $904,712 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,532 | BOYAmt |
| EOY | $18,401 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,750 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,035 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,408 | BOYAmt |
| EOY | $3,715 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,017,872 | BOYAmt |
| EOY | $7,994,138 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,867 | BOYAmt |
| EOY | $92,836 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,720,905 | BOYAmt |
| EOY | $17,039,295 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,089 | BOYAmt |
| EOY | $53,777 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,735 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,516,418 | BOYAmt |
| EOY | $312,457 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,650,242 | BOYAmt |
| EOY | $366,234 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,736,997 | BOYAmt |
| EOY | $7,162,685 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,321,549 | BOYAmt |
| EOY | $7,384,367 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,012,117 | BOYAmt |
| EOY | $2,126,009 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,070,663 | BOYAmt |
| EOY | $16,673,061 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,720,905 | BOYAmt |
| EOY | $17,039,295 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $105,744 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $882,239 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $614,415 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,883,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,028,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,588,993 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,971,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,336,608 | CurrentTaxYearAmt |
| Total | $32,808,958 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,883,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,028,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,588,993 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,971,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,336,608 | CurrentTaxYearAmt |
| Total | $32,808,958 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,404,751 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,404,207 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,523 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,370,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,538 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $140,491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $175,793 | CurrentTaxYearAmt |
| Total | $1,857,240 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,516 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,901 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $500 | CurrentTaxYearAmt |
| Total | $67,957 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,734,155 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,156,998 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78897 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74627 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,012,116 | BeginningYearBalanceAmt |
| Contributions | $113,743 | ContributionsAmt |
| End Year Balance | $2,125,859 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,864,978 | BeginningYearBalanceAmt |
| Contributions | $147,138 | ContributionsAmt |
| End Year Balance | $2,012,116 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,808,073 | BeginningYearBalanceAmt |
| Contributions | $56,905 | ContributionsAmt |
| End Year Balance | $1,864,978 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,696,274 | BeginningYearBalanceAmt |
| Contributions | $111,799 | ContributionsAmt |
| End Year Balance | $1,808,073 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,620,071 | BeginningYearBalanceAmt |
| Contributions | $76,203 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $1,696,274 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,090 | OtherCostOrOtherBasisAmt |
| Book Value | $3,090 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,103 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,103 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,557 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,932 | DepreciationAmt |
| Book Value | $625 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $3,715 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED ORGANIZATIONS | $309,264 |
| OTHER LONG TERM OBLIGATIONS | $3,193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $312,457 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ENDOWMENT FUND | FORM 990, SCHEDULE D, PART V, LINE 4 IN ORDER TO ACHIEVE CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION'S GOALS OF PROVIDING ONGOING SUPPORT FOR PROGRAMS OR PROJECTS, TO SUPPORT NEW NEEDS OF CHRISTUS SPOHN HEALTH SYSTEM CORPORATION, AND TO BALANCE THE NEEDS OF TODAY WITH THOSE OF TOMORROW, A DISCIPLINED ENDOWMENT SPENDING POLICY IS REQUIRED. IT IS THE GOAL OF THE FILING ORGANIZATION'S BOARD OF TRUSTEES TO ADMINISTER THE ASSETS OF THE FILING ORGANIZATION IN ORDER TO ACHIEVE A TOTAL ENDOWMENT ASSET VALUE OF AT LEAST $10,000,000 BY THE END OF THE 2015 FISCAL YEAR. |
| UNCERTAIN TAX POSITIONS UNDER ASC 740 | FORM 990, SCHEDULE D, PART X PER FOOTNOTE 3 IN THE CONSOLIDATED FINANCIAL STATEMENTS THERE ARE NO MATERIAL UNRECORDED TAX LIABILITIES AS OF JUNE 30, 2014 AND 2013. |
| RECONCILIATION WITH AFS | FORM 990, SCHEDULE D, PARTS XI, XII & XIII AT THE TIME OF THE PREPARATION OF CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION'S 2013 FORM 990, THE STAND ALONE EXTERNAL GAAP FINANCIAL STATEMENT AUDIT HAD NOT BEGUN. THEREFORE, THE FILING ORGANIZATION'S 2013 FORM 990 IS BASED ON THE CONSOLIDATED GAAP FINANCIAL STATEMENT AUDIT OF CHRISTUS HEALTH, AND SCHEDULE D, PARTS XI, XII AND XIII ARE NOT COMPLETED. |
Schedule G IRS990ScheduleG
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGIA MARSHALL | PersonNm |
| Activity | GRANT WRITER | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LYCEUM | NameOfEvent1Amt |
| Gross Receipts Event1 | $543,050 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $182,299 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $360,751 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $45,350 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $77,566 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $49,107 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $10,276 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GOLF TOURN. | NameOfEvent2Amt |
| Gross Receipts Event2 | $128,614 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $34,301 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $94,313 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $2,640 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $1,717 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $13,576 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $16,368 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $147,797 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $34,907 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $112,890 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $1,809 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $9,437 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $10,182 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $3,087 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $10,311 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $819,461 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $251,507 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $567,954 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $2,640 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $3,526 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $54,787 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $101,324 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $52,194 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $36,955 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $251,426 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $316,528 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTUS SPOHN HEALTH SYSTEM | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 ELIZABETH ST | AddressLine1 |
| City | CORPUS CHRISTI | City |
| State | TX | State |
| ZIP Code | 78404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 741109836 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $1,292,121 | CashGrantAmt |
| Non Cash Assistance | $466,375 | NonCashAssistanceAmt |
| Valuation Method Used | cost | ValuationMethodUsedDesc |
| Non Cash Assistance | see part iv | NonCashAssistanceDesc |
| Purpose Of Grant | SUPPORT HEALTH SYSTEM | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS | FormAndLineReferenceDesc |
| Explanation | FORM 990, SCHEDULE I, LINE 2 THE ORGANIZATION FOLLOWS CHRISTUS HEALTH MANAGEMENT DIRECTIVE NO. 0006, "CONTRIBUTIONS/DONATIONS TO OTHER ORGANIZATIONS". BEFORE ANY DONATION IS MADE, TWO CRITERIA ARE ADDRESSED: (1) ORGANIZATION TEST AND (2) IRS TEST. THE ORGANIZATION TEST ENSURES THAT DONATIONS ARE EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, EDUCATIONAL, AND RELIGIOUS PURPOSES, AND IN FURTHERANCE OF OUR PURPOSE OF SUPPORTING THE HEALING MINISTRY OF JESUS CHRIST AND ADVANCING, PROMOTING, AND SUPPORTING THE HEALTHCARE MINISTRIES OF THE SPONSORING CONGREGATIONS. CONTRIBUTIONS CAN BE MADE TO SUPPORT CHRISTUS SYSTEM MEMBERS AND TO OTHER QUALIFYING TAX-EXEMPT ORGANIZATIONS, PARTICULARLY THOSE DESIGNED TO SUPPORT AND BENEFIT THE POOR AND UNDERSERVED. THE ORGANIZATION CONSIDERED FOR DONATIONS MUST BE AN IRS SECTION 501(C)(3) TAX EXEMPT ENTITY AND PUBLICLY SUPPORTED, AND DOCUMENTATION TO THAT EFFECT OBTAINED. TO SATISFY THE IRS TEST CONTRIBUTIONS GIVEN MUST BE DEDICATED TO ACHIEVING CHARITABLE PURPOSES NOT FOR PERSONAL BENEFIT BUT FOR PUBLIC BENEFIT. CONTRIBUTIONS ARE PROHIBITED TO ORGANIZATIONS THAT CONTRIBUTE TO POLITICAL CAMPAIGNS, CANDIDATES FOR OFFICE, OR CONDUCT MORE THAN INCIDENTAL LOBBYING. DOCUMENTATION MUST SUPPORT HOW THE DONATION MEETS ORGANIZATIONAL PURPOSES AND FURTHERANCE OF MISSION. DONATIONS SHOULD BE MODEST IN SCOPE. DESCRIPTION OF NON-CASH ASSISTANCE FORM 990, SCHEDULE I, PART II, LINE 1, COLUMN G SUPPLIES, EQUIPMENT, TRAVEL, FURNITURE, RENOVATIONS EXPENSE | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES VOLK MD | ||||||||||||||
| DIRECTOR | $0 | $357,183 | $0 | $132,891 | $0 | $26,305 | $0 | $203,100 | $0 | $45,244 | $0 | $764,723 | $0 | $0 |
| KAREN BONNER | ||||||||||||||
| PRESIDENT/EXECUTIVE DIRECTOR | $0 | $176,610 | $0 | $41,430 | $0 | $12,705 | $0 | $22,336 | $0 | $19,532 | $0 | $272,613 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. THE EXECUTIVE DIRECTOR IS A FULL-TIME EMPLOYEE. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS. |
| RELATED ORG DETERMINING PRESIDENT'S COMPENSATION | FORM 990, SCHEDULE J, PART I, LINE 3 THE FILING ORGANIZATION'S PRESIDENT/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 PRESIDENT/EXECUTIVE DIRECTOR COMPENSATION. CHRISTUS HEALTH USES AN EXECUTIVE COMPENSATION COMMITTEE TO ESTABLISH AND APPROVE THE COMPENSATION OF THE FILING ORGANIZATION'S PRESIDENT/EXECUTIVE DIRECTOR. THIS COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT WHO PERFORMS BI-ANNUAL COMPENSATION SURVEY. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FORM 990, SCHEDULE J, PART I, LINE 4B DEFERRED COMPENSATION INCLUDES EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, AND PENSION RESTORATION PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT PENSION RESTORATION PLAN AT 6% OF PENSIONABLE EARNINGS WHICH ARE OVER THE IRS LEGISLATIVE COMPENSATION LIMIT. SOME ASSOCIATES ARE GRANDFATHERED UNDER AN EARLIER LEGACY PENSION PLAN. IF A PARTICIPANT HAS PROTECTED PENSION BENEFITS UNDER SUCH LEGACY PLANS, HIS/HER PERCENTAGE IS ZERO UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, AS THE PROTECTED BENEFIT IS ALREADY EQUAL TO OR BETTER THAN CURRENT MARKET. 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, COLUMN B(II) BONUS AND INCENTIVE COMPENSATION MAY INCLUDE AMOUNTS THAT WERE DEFERRED IN A PRIOR YEAR BUT PAID OUT IN CALENDAR YEAR 2013. |
| 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FAMILY OR BUSINESS RELATIONSHIP | FORM 990, PART VI, LINE 2 BOARD MEMBERS KAREN URBAN AND SHAWN O'CONNOR HAVE A FAMILY RELATIONSHIP. MEMBERS OR STOCKHOLDERS FORM 990, PART VI, LINE 6 CHRISTUS SPOHN HEALTH SYSTEM CORPORATION IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS FORM 990, PART VI, LINE 7A THE SOLE MEMBER, CHRISTUS SPOHN HEALTH SYSTEM CORPORATION, SHALL CONSIDER THE RECOMMENDATION FOR THE BOARD OF DIRECTORS AND ELECT PERSONS TO FILL VACANCIES AS MAY EXIST ON THE BOARD OF DIRECTORS; AND ANNUALLY APPOINT A PERSON TO FILL THE OFFICE OF CHAIRPERSON. THE SOLE MEMBER SHALL ELECT OR REMOVE THE PRESIDENT/EXECUTIVE DIRECTOR OR MEMBERS OF THE BOARD OF DIRECTORS OF CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION. |
| DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS | FORM 990, PART VI, LINE 7B THE MATTERS SET FORTH ARE RESERVED EXCLUSIVELY FOR THE SOLE MEMBER, CHRISTUS SPOHN HEALTH SYSTEM CORPORATION, AND ARE NOT VALID UNTIL THEY HAVE BEEN SUBMITTED FOR AND RECEIVED APPROVAL OF THE MEMBER: (A) ANY AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS OF CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION ("CORPORATION"); (B) THE ESTABLISHMENT OF ANY NEW CORPORATION, OR THE MERGER, DISSOLUTION, OR CONSOLIDATION OF THE CORPORATION; (C) APPROVAL OF THE CAPITAL AND OPERATIONAL BUDGETS OF THE CORPORATION AND APPROVAL OF ANY AUDIT OR FINANCIAL REVIEW OF THE BOOKS AND RECORDS OF THE CORPORATION. THE SOLE MEMBER MAY REQUIRE AN AUDIT OR SOME LESSER FINANCIAL REVIEW OF THE BOOKS AND RECORDS OF THE CORPORATION BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT SELECTED BY THE SOLE MEMBER OF THE CORPORATION IF THE SOLE MEMBER DEEMS SUCH REVIEW OR AUDIT TO BE NECESSARY OR APPROPRIATE; (D) INCURRING OR RENEWING ANY INDEBTEDNESS BY THE CORPORATION; (E) ANY ACQUISITION, EXCHANGE, LEASE, SALE OR PURCHASE OF REAL PROPERTY BY THE CORPORATION; (F) THE APPROVAL OF 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 SAID GIFT; (G) APPROVAL OF SHORT-TERM AND LONG-RANGE STRATEGIC PLANS FOR THE CORPORATION; (H) APPROVAL OF THE STATED MISSION AND PHILOSOPHY ACCORDING TO WHICH THE CORPORATION WILL OPERATE ITS AFFAIRS; (I) ELECTION OR REMOVAL OF THE PRESIDENT/EXECUTIVE DIRECTOR OR MEMBERS OF THE BOARD OF DIRECTORS OF THE CORPORATION; (J) THE SOLE MEMBER MAY FROM TIME TO TIME BY APPROPRIATE RESOLUTIONS ADOPTED AND APPROVED BY SAID SOLE MEMBER DELEGATE ADDITIONAL ACTIONS TO THE BOARD OF DIRECTORS OF THE CORPORATION; AND (K) TO SELECT AN INDEPENDENT EXTERNAL AUDITOR IF THE SOLE MEMBER REQUIRES AN AUDIT OR FINANCIAL REVIEW OF THE BOOKS OR RECORDS OF THE CORPORATION. |
| DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 | FORM 990, PART VI, LINE 11B THE FORM 990 IS PREPARED AND REVIEWED BY THE ORGANIZATION'S EXTERNAL INDEPENDENT ACCOUNTANTS. THE CHRISTUS HEALTH ACCOUNTING DEPARTMENT WORKS WITH AN EXTERNAL ACCOUNTING FIRM IN PREPARATION AND REVIEW OF THE FORM 990. THE FILING ORGANIZATION'S CFO, OR OTHER DESIGNEE, REVIEWS THE FORM 990. THE FINAL FORM 990 THAT WILL BE FILED WITH THE IRS IS POSTED TO A SECURE INTERNET PORTAL FOR ALL MEMBERS OF THE BOARD OF DIRECTORS TO VIEW. REVIEW OF THE FINAL FORM 990 OCCURS PRIOR TO FILING WITH THE IRS IN THE SPRING OF 2015 VIA A WEB PORTAL POLLING TOOL BY THE RESPECTIVE CHRISTUS ORGANIZATION'S BOARD, BASED ON A SET OF SUGGESTED REVIEW PROCESSES DEVELOPED BY CHRISTUS HEALTH. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | FORM 990, PART VI, LINE 12C AT THE END OF EACH CALENDAR YEAR, THE CHRISTUS HEALTH CORPORATE SECRETARY DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE TO ALL OF THE ORGANIZATION'S BOARD AND COMMITTEE MEMBERS FOR COMPLETION PRIOR TO THE 1ST OF JANUARY IN THE NEXT YEAR. THE CORPORATE SECRETARY THOROUGHLY REVIEWS ALL COMPLETED AND EXECUTED CONFLICT OF INTEREST QUESTIONNAIRE FORMS TO ENSURE ACCURACY AND THAT NO POTENTIAL OR IDENTIFIED CONFLICT IS DISCLOSED OR EXISTS. THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR ENFORCEMENT OF THE CONFLICT OF INTEREST POLICY OF THE ORGANIZATION. |
| OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN | FORM 990, PART VI, LINE 15A THE EXECUTIVE COMPENSATION COMMITTEE OF CHRISTUS HEALTH DETERMINES THE COMPENSATION OF THE CEO, OFFICERS AND KEY EMPLOYEES OF CHRISTUS HEALTH AND THE EXECUTIVE DIRECTOR OF CERTAIN RELATED ORGANIZATIONS, INCLUDING THE FILING ORGANIZATION. 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 THE FILING ORGANIZATION'S TAX-EXEMPT DETERMINATION LETTER FROM THE IRS AND THE FORM 990 ARE MADE AVAILABLE UPON REQUEST. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, LINE 19 THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF CHRISTUS HEALTH ARE MADE AVAILABLE TO THE PUBLIC VIA THE CHRISTUS HEALTH WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. THE SEPARATE AUDITED FINANCIAL STATEMENTS OF CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990, PART XI, LINE 9 OTHER - $3,592,256 TEMPORARILY RESTRICTED CONTRIBUTIONS - $2,362,600 ASSETS RELEASED FROM RESTRICTION - $1,299,782 RECLASS TO GRANTS - $1,269,355 UNRESTRICTED CONTRIBUTIONS - $831,147 TRANSFER OF RESTRICTED DONATIONS - $695,591 RECLASS CONTRIBUTIONS TO UNRESTRICTED NET ASSETS - $624,689 PERMANENTLY RESTRICTED CONTRIBUTIONS - $113,893 CONTRIBUTED CAPITAL - $33,500 UPMIFA - ADJUSTMENT - ($716,382) RECLASS TO NET ASSSETS - ($9,492,016) ------------- TOTAL - $614,415 AUDITED FINANCIAL STATEMENTS FORM 990, PART XII, LINE 2 CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT ON A CONSOLIDATED BASIS. CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION WILL HAVE SEPARATE FINANCIAL STATEMENTS WHICH WILL BE AUDITED BY AN INDEPENDENT ACCOUNTANT; HOWEVER, AT THE TIME OF THE PREPARATION OF CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION'S 2013 FORM 990, THE STAND ALONE EXTERNAL GAAP FINANCIAL STATEMENT AUDIT HAD NOT BEGUN. CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION IS INCLUDED IN CHRISTUS HEALTH'S CONSOLIDATED FINANCIAL STATEMENTS, AND THEREFORE, THE FILING ORGANIZATION'S 2013 FORM 990 IS BASED ON SUCH CONSOLIDATED FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTUS Health | ||||||||||
| 919 Hidden Ridge Drive | Irving | TX | 75038 | 760590551 | SUPT HLTH SVC | TX | 501(c)(3) | 9 | NA | false |
| CHRISTUS SPOHN HEALTH SYSTEM CORPORATION | ||||||||||
| 600 ELIZABETH STREET | CORPUS CHRISTI | TX | 78404 | 741109836 | HLTHCARE SERV | TX | 501(c)(3) | 3 | CH | false |
| Christus Health Plan | ||||||||||
| 600 Elizabeth Street | Corpus Christi | TX | 78404 | 452106295 | Medicaid HMO | TX | 501(c)(3) | 9 | CSHSC | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| SPOHN HEALTH NETWORK | |||||||||
| 600 ELIZABETH STREET | CORPUS CHRISTI | TX | 78404 | 742616328 | HTH PLAN ADMI | TX | CSHSC | C CORP | false |
| SPOHN INVESTMENT CORPORATION | |||||||||
| 600 ELIZABETH STREET | CORPUS CHRISTI | TX | 78404 | 742322574 | RENTAL | TX | CSHSC | C CORP | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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