CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION (EIN 74-1906005)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-09
- IRS object ID
- 201341299349300539
- Schema version
- 2011v1.5
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T09:28:38-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 MCKINNEY SUITE 1200 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741906005 | EIN |
Name Name
| 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 Name | % BECKY RIOS | InCareOfName |
| Name Control | CHRI | NameControl |
| Phone | 3618813505 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Karen Bonner | Name |
| Title | VP for Philanthropy | Title |
| Date Signed | 2013-05-02 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7137501500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Karen Bonner | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 7871450 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.christusspohnfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION PROMOTES PHILANTHROPY AND CHARITABLE GIVING TO PROVIDE RESOURCES AND SUPPORT TO CHRISTUS HEALTH AND CHRISTUS SPOHN HEALTH SYSTEM CORPORATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 11028262 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7588993 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1370895 | InvestmentIncomePriorYear |
| Investment Income Current Year | 141092 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -122499 | OtherRevenuePriorYear |
| Other Revenue Current Year | -268360 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12276658 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7461725 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5395693 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3534632 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 19760 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 19540 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 50042 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4180212 | OtherExpensePriorYear |
| Other Expenses Current Year | 1562855 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9595665 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5117027 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2680993 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2344698 | RevenuesLessExpensesCY |
| Total Assets BOY | 20458977 | TotalAssetsBOY |
| Total Assets EOY | 19839931 | TotalAssetsEOY |
| Total Liabilities BOY | 3956129 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1059863 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16502848 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18780068 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 4838855 | Expense |
| Grants | 3534632 | Grants |
| Revenue | 0 | Revenue |
| Description | 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 2012 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 147-YEAR-OLD, FAITH-BASED HEALTH CARE MINISTRIES OF THE CONGREGATIONS OF THE SISTERS OF CHARITY OF THE INCARNATE WORD OF HOUSTON AND SAN ANTONIO. FOUNDED ON THE MISSION "TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST," CHRISTUS IS CHALLENGED TO REACH OUT TO, AND BEYOND, THE MORE THAN 60 COMMUNITIES WE SERVE TO HELP THOSE IN NEED. 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. | Description |
| Total Program Service Expense | 4838855 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BECKY RIOS | NamePerson |
| Telephone Number | 3618813157 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1714 SANTA FE | AddressLine1 |
| City | Corpus Christi | City |
| State | TX | State |
| ZIP Code | 78404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| Avinash Ahuja | |||||||
| Director (Term 12/8/11) | 1.0 | X | |||||
| Frank Armstrong | |||||||
| Chairperson (Eff 1/1/12) | 1.0 | X | X | ||||
| Newell Atkinson III | |||||||
| Director | 1.0 | X | |||||
| Nancy L Beauchamp | |||||||
| Dir.; Secretary (Eff 1/1/12) | 1.0 | X | X | ||||
| Morgan Campbell MD | |||||||
| Director | 1.0 | X | 0 | 163340 | 0 | ||
| Tom Carlisle | |||||||
| Director | 1.0 | X | |||||
| Bill Colston Jr | |||||||
| Director | 1.0 | X | |||||
| Elinor Donnell | |||||||
| Director (Eff 1/1/12) | 1.0 | X | |||||
| Humberto Garcia MD | |||||||
| Director | 1.0 | X | |||||
| Rob Hall | |||||||
| Director | 1.0 | X | |||||
| Patricia Hanisch | |||||||
| Director (Eff 1/1/12) | 1.0 | X | |||||
| Joe Henkel | |||||||
| Director | 1.0 | X | |||||
| Thurma Hilton | |||||||
| Director | 1.0 | X | |||||
| Jane Ibanez | |||||||
| Director | 1.0 | X | |||||
| Linda K Jordan | |||||||
| Director | 1.0 | X | |||||
| Susan Lewis | |||||||
| Director | 1.0 | X | |||||
| Leslie McClanahan | |||||||
| Director | 1.0 | X | |||||
| Nelda Martinez | |||||||
| Director | 1.0 | X | |||||
| Robert Naismith MD | |||||||
| Director | 1.0 | X | 3293 | ||||
| Shawn O'Conner | |||||||
| Director | 1.0 | X | |||||
| Laureen Pedrotti | |||||||
| Director | 1.0 | X | |||||
| Courtney Rangel | |||||||
| Director | 1.0 | X | |||||
| Rabbi Kenneth Roseman | |||||||
| Director at Large (Eff 1/1/12) | 1.0 | X | |||||
| Keleigh Sasser | |||||||
| Director at Large (Eff 1/1/12) | 1.0 | X | |||||
| Elizabeth Susser | |||||||
| Director | 1.0 | X | |||||
| Kirkby Townsend | |||||||
| Treasurer | 1.0 | X | X | ||||
| Richard Tuttle | |||||||
| Director | 1.0 | X | |||||
| Karen Urban | |||||||
| Chair Term 12/31/11; Director | 1.0 | X | X | 889 | |||
| Jennifer Vogt | |||||||
| Sec Term 12/31/11; Chair Elect | 1.0 | X | X | ||||
| Charles T Volk MD | |||||||
| Director (Effective 1/1/12) | 1.0 | X | 0 | 234290 | 18840 | ||
| KAREN BONNER | |||||||
| EXECUTIVE DIRECTOR | 39.0 | 0 | 169847 | 29568 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 571659 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 48408 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | NONE | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Of Contractor | AddressOfContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 735254 | FundraisingEvents |
| Related Organizations | 1943405 | RelatedOrganizations |
| Government Grants | 1297936 | GovernmentGrants |
| All Other Contributions | 3612398 | AllOtherContributions |
| Total Contributions | 7588993 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 132538 | TotalRevenueColumn |
| Exclusion | $132,538 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33958 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25404 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8554 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8554 | TotalRevenueColumn |
| Exclusion | $8,554 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 110732 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 735254 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 384321 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -273589 | TotalRevenueColumn |
| Exclusion | -$273,589 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 328 | GrossIncomeGaming |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 328 | TotalRevenueColumn |
| Exclusion | $328 | ExclusionAmount |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DOE Fee Revenue | Description |
| Business Code | 541610 | BusinessCode |
| Total Revenue Column | 4901 | TotalRevenueColumn |
| Exclusion | $4,901 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4901 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7461725 | TotalRevenueColumn |
| Exclusion | -$127,268 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3534632 | Total |
| Program Services | 3534632 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49437 | Total |
| Management And General | 49437 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19540 | Total |
| Fundraising | 19540 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1301681 | Total |
| Program Services | 1297723 | ProgramServices |
| Management And General | 3958 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2460 | Total |
| Fundraising | 2460 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164170 | Total |
| Management And General | 152939 | ManagementAndGeneral |
| Fundraising | 11231 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3346 | Total |
| Management And General | 3346 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7799 | Total |
| Management And General | 1950 | ManagementAndGeneral |
| Fundraising | 5849 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 595 | Total |
| Fundraising | 595 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2529 | Total |
| Management And General | 2529 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2813 | Total |
| Management And General | 2813 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|---|
| SUBSCRIPTION & MEMBER. DUES | 8465 | 8465 | ||
| LEGACY GUEST EXPENSES | 7877 | 7877 | ||
| Sponsorships | 6500 | 6500 | ||
| AWARDS & GIFTS-NON EMPLOYEE | 2693 | 2693 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2490 | Total |
| Fundraising | 2490 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5117027 | Total |
| Program Services | 4838855 | ProgramServices |
| Management And General | 228130 | ManagementAndGeneral |
| Fundraising | 50042 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54508 | BOY |
| EOY | 79099 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8444279 | BOY |
| EOY | 7918481 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1589440 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2219025 | BOY |
| EOY | 942878 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1942 | BOY |
| EOY | 5491 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 76313 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 68377 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10465 | BOY |
| EOY | 7936 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9728758 | BOY |
| EOY | 9283019 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 13587 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20458977 | BOY |
| EOY | 19839931 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93074 | BOY |
| EOY | 107510 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 26316 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3863055 | BOY |
| EOY | 926037 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3956129 | BOY |
| EOY | 1059863 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7250892 | BOY |
| EOY | 8428230 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7443883 | BOY |
| EOY | 8486860 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1808073 | BOY |
| EOY | 1864978 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16502848 | BOY |
| EOY | 18780068 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20458977 | BOY |
| EOY | 19839931 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2344698 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -67478 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2856759 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4197663 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8883712 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11028262 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7588993 | CurrentTaxYear |
| Total | 34555389 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2856759 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4197663 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8883712 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11028262 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7588993 | CurrentTaxYear |
| Total | 34555389 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 7527822 | AmountsSubstContributorsTotal |
| Public Support Total170 | 27027567 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 147536 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 67289 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 37523 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1370895 | CurrentTaxYearMinus1Year |
| Current Tax Year | 132538 | CurrentTaxYear |
| Total | 1755781 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -46098 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62516 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4901 | CurrentTaxYear |
| Total | 21319 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 36332489 | TotalSupport |
| Gross Receipts From Admissions Etc | 749281 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.74389 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.79316 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1808073 | BeginningOfYearBalance |
| Contributions | 56905 | Contributions |
| End Of Year Balance | 1864978 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1696274 | BeginningOfYearBalance |
| Contributions | 111799 | Contributions |
| End Of Year Balance | 1808073 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1620071 | BeginningOfYearBalance |
| Contributions | 76203 | Contributions |
| Investment Earnings Or Losses | 0 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 1696274 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1855135 | BeginningOfYearBalance |
| Contributions | 84820 | Contributions |
| Investment Earnings Or Losses | 635 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 320519 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 1620071 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3090 | OtherCostOrOtherBasis |
| Book Value | 3090 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3102 | OtherCostOrOtherBasis |
| Depreciation | 3102 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 70121 | OtherCostOrOtherBasis |
| Depreciation | 65275 | Depreciation |
| Book Value | 4846 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 7936 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CFI MULTI-STRATEGY EQUITY FUND | 4222752 | F |
| CFI MULTI-STRATEGY BOND FUND | 1490051 | F |
| THE ENDOWMENT EXEMPT FND II LP | 3491563 | F |
| ZABLOCKI ANNUITY | 78653 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 9283019 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO RELATED ORGANIZATIONS | $907,243 |
| ZABLOCKI ANNUITY PAYABLE | $18,794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 926037 | TotalOfAmounts |
| Total Revenue | 0 | TotalRevenue |
| Total Expenses | 0 | TotalExpenses |
| Excess Or Deficit For Year | 0 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 0 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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, 2012 AND 2011. |
| 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 2011 FORM 990, THE STAND ALONE EXTERNAL GAAP FINANCIAL STATEMENT AUDIT HAD NOT BEGUN. THEREFORE, THE FILING ORGANIZATION'S 2011 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 F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | East Asia and the Pacific | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 1 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | Medical & Logis. SUPPT | SpecificServicesProvided |
| Total Expenditures | 1297723 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1297723 | SubtotalAmountSpent |
| Total Amount Spent | 1297723 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | Georgia Marshall | NameOfIndividual |
| Activity | Grant Writer | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 1484390 | GrossReceipts |
| Amount Retained By Contractor | 19540 | AmountRetainedByContractor |
| Net To Organization | 1464850 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1484390 | TotalGrossReceipts |
| Total Retained By Contractors | 19540 | TotalRetainedByContractors |
| Total Net To Organization | 1464850 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Lyceum | NameOfEvent1 |
| Gross Receipts Event1 | 616925 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 557410 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 59515 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 12545 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 72247 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 193498 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 50273 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Grant Classic | NameOfEvent2 |
| Gross Receipts Event2 | 114228 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 90364 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 23864 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 9400 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 5121 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 16678 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 114833 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 87480 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 27353 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 4409 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 6421 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 13729 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 845986 | GrossReceiptsTotal |
| Charitable Contributions Total | 735254 | CharitableContributionsTotal |
| Gross Revenue Total Events | 110732 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 26354 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 83789 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 193498 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 80680 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 384321 | DirectExpenseSummaryEvents |
| Net Income Summary | -273589 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DISTINGUISHING PAYMENTS FOR PROFESSIONAL FUNDRAISING SERVICES FROM | Identifier |
| Explanation | EXPENSE PAYMENT OR REIMBURSEMENT SCHEDULE G, PART I, COL V GEORGIA MARSHALL WRITES GRANT APPEALS AND KEEPS RECORDS OF ORGANIZATIONS OFFERING SIMILAR TYPES OF GRANTS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTUS Spohn Health System | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Elizabeth | AddressLine1 |
| City | Corpus Christi | City |
| State | TX | State |
| ZIP Code | 78404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 741109836 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 2856589 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 678043 | AmountOfNonCashAssistance |
| Method Of Valuation | COST | MethodOfValuation |
| Description Of Non Cash Assistance | SEE PART IV | DescriptionOfNonCashAssistance |
| Purpose Of Grant | Support Health System | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS | Identifier |
| Return Reference | FORM 990, SCHEDULE I, LINE 2 | ReturnReference |
| Explanation | THE ORGANIZATION FOLLOWS CHRISTUS HEALTH MANAGEMENT DIRECTIVE NO. 0006, "CONTRIBUTIONS/DONATIONS TO OTHER ORGANIZATIONS". BEFORE ANY DONATION IS MADE, TWO CRITERIA ARE ADDRESSED: (1) ORGANIZATION TEST AND (2) IRS TEST. THE ORGANIZATION TEST ENSURES THAT DONATIONS ARE EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, EDUCATIONAL, AND RELIGIOUS PURPOSES, AND IN FURTHERANCE OF OUR PURPOSE OF SUPPORTING THE HEALING MINISTRY OF JESUS CHRIST AND ADVANCING, PROMOTING, AND SUPPORTING THE HEALTHCARE MINISTRIES OF THE SPONSORING CONGREGATIONS. CONTRIBUTIONS CAN BE MADE TO SUPPORT CHRISTUS SYSTEM MEMBERS AND TO OTHER QUALIFYING TAX-EXEMPT ORGANIZATIONS, PARTICULARLY THOSE DESIGNED TO SUPPORT AND BENEFIT THE POOR AND UNDERSERVED. THE ORGANIZATION CONSIDERED FOR DONATIONS MUST BE AN IRS SECTION 501(C)(3) 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 | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Campbell MD | |||||||||||||
| 0 | 163340 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 163340 | 0 | 0 |
| Charles T Volk MD | |||||||||||||
| 0 | 228050 | 0 | 0 | 0 | 6240 | 0 | 18779 | 0 | 61 | 0 | 253130 | 0 | 0 |
| KAREN BONNER | |||||||||||||
| 161663 | 0 | 7662 | 0 | 522 | 0 | 14884 | 0 | 14684 | 0 | 199415 | 0 | 0 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. MORGAN CAMPBELL, MD WAS COMPENSATED FOR HIS SERVICES AS A MEDICAL DIRECTOR AND FOR MEDICAL SERVICES BY CHRISTUS SPOHN HEALTH SYSTEM CORPORATION. HE RECEIVED NO COMPENSATION FOR SERVING AS A DIRECTOR. ROBERT NAISMITH, MD WAS COMPENSATED FOR MEDICAL SERVICES BY CHRISTUS SPOHN HEALTH SYSTEM CORPORATION. HE RECEIVED NO COMPENSATION FOR SERVING AS A DIRECTOR. THE RELATED COMPENSATION REPORTED TO THE FOLLOWING PERSON WAS FOR AN IPAD PROVIDED TO SUCH PERSON BY CHRISTUS HEALTH AS A REQUISITE FOR SERVING AS A BOARD MEMBER OF CHRISTUS SPOHN HEALTH SYSTEM CORPORATION, A RELATED ORGANIZATION: KAREN URBAN. |
| RELATED ORG DETERMINING CEO/EXECUTIVE DIRECTOR'S COMPENSATION | FORM 990, SCHEDULE J, PART I, LINE 3 | THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR IS AN EMPLOYEE OF CHRISTUS HEALTH, A RELATED ORGANIZATION. AS A RESULT, COMPENSATION IS ESTABLISHED AT THE CHRISTUS HEALTH LEVEL AND THE FILING ORGANIZATION DOES NOT HAVE A ROLE IN IMPLEMENTING THE METHODS USED TO ESTABLISH COMPENSATION OR IN DETERMINING CEO/EXECUTIVE DIRECTOR COMPENSATION. CHRISTUS HEALTH USES AN EXECUTIVE COMPENSATION COMMITTEE TO ESTABLISH AND APPROVE THE COMPENSATION OF THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. THIS COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT WHO PERFORMS BI-ANNUAL COMPENSATION SURVEY. 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 2011. |
| 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
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FAMILY OR BUSINESS RELATIONSHIP | FORM 990, PART VI, LINE 2 | BOARD MEMBERS KAREN URBAN AND SHAWN O'CONNOR HAVE A FAMILY RELATIONSHIP. MEMBERS OF STOCKHOLDERS FORM 990, PART VI, QUESTION 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, QUESTION 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, QUESTION 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, QUESTION 11B | THE FORM 990 IS PREPARED AND REVIEWED BY THE ORGANIZATION'S EXTERNAL INDEPENDENT ACCOUNTANTS. THE CHRISTUS HEALTH ACCOUNTING DEPARTMENT WORKS WITH AN EXTERNAL ACCOUNTING FIRM IN PREPARATION AND REVIEW OF THE FORM 990. THE FILING ORGANIZATION'S CFO, OR OTHER DESIGNEE, REVIEWS THE FORM 990. THE FINAL FORM 990 THAT WILL BE FILED WITH THE IRS IS POSTED TO A SECURE INTERNET PORTAL FOR ALL MEMBERS OF THE BOARD OF DIRECTORS TO VIEW. REVIEW OF THE FINAL FORM 990 OCCURS PRIOR TO FILING WITH THE IRS IN THE SPRING OF 2013 VIA A WEB PORTAL POLLING TOOL BY THE RESPECTIVE CHRISTUS ORGANIZATION'S BOARD, BASED ON A SET OF SUGGESTED REVIEW PROCESSES DEVELOPED BY CHRISTUS HEALTH. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | FORM 990, PART VI, QUESTION 12C | AT THE END OF EACH CALENDAR YEAR, THE CHRISTUS HEALTH CORPORATE SECRETARY DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE TO ALL OF THE ORGANIZATION'S BOARD AND COMMITTEE MEMBERS FOR COMPLETION PRIOR TO THE 1ST OF JANUARY IN THE NEXT YEAR. THE CORPORATE SECRETARY THOROUGHLY REVIEWS ALL COMPLETED AND EXECUTED CONFLICT OF INTEREST QUESTIONNAIRE FORMS TO ENSURE ACCURACY AND THAT NO POTENTIAL OR IDENTIFIED CONFLICT IS DISCLOSED OR EXISTS. THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR ENFORCEMENT OF THE CONFLICT OF INTEREST POLICY OF THE ORGANIZATION. |
| OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN | FORM 990, PART VI, QUESTION 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, QUESTION 19 | THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF CHRISTUS HEALTH ARE MADE AVAILABLE TO THE PUBLIC VIA THE CHRISTUS HEALTH WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. THE SEPARATE AUDITED FINANCIAL STATEMENTS OF CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| HOURS WORKED FOR RELATED ORGANIZATION | FORM 990, PART VII | 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. KAREN BONNER DEVOTES AN AVERAGE OF 1 HOUR PER WEEK TO CHRISTUS HEALTH FOUNDATION, A RELATED ORGANIZATION OF THE FILING ENTITY. KAREN IS THE CHAIRPERSON OF CHRISTUS HEALTH FOUNDATION. DR. CHARLES T. VOLK DEVOTES AN AVERAGE OF 39 HOURS PER WEEK TO CHRISTUS SPOHN HEALTH SYSTEM CORPORATION, A RELATED ORGANIZATION OF THE FILING ENTITY. EFFECTIVE 9/25/11, CHARLES BECAME THE VP MEDICAL AFFAIRS & CHIEF MEDICAL OFFICER OF CHRISTUS SPOHN HEALTH SYSTEM CORPORATION. |
| AUDITED FINANCIAL STATEMENTS | FORM 990, PART XII, QUESTION 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 INDEPENDANT ACCOUNTANT; HOWEVER, AT THE TIME OF THE PREPARATION OF CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION'S 2011 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 2011 FORM 990 IS BASED ON SUCH CONSOLIDATED FINANCIAL STATEMENTS. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 5 PV CALCULATION FOR PLEDGES = (11,654); UNREALIZED LOSS = (541,049); GRANT EXPENSE BOOKED TO PAYABLE = 2,721,091; FY11 AUDIT ADJUSTMENT = 328,820; FY10 AUDIT ADJUSTMENT = 50,759; REVERSAL OF FY09 GRANT = 102,340; EXPENSES RELEASED TO UNRESTRICTED NET ASSETS = (2,718,630); RECLASS FY11 FUNDRAISING EXPENSE TO NONFUNDRAISING ACCOUNT = 845; TOTAL = (67,478) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTUS Health | ||||||||||
| 919 Hidden Ridge Drive | Irving | TX | 75038 | 760590551 | SUPT HLTH SVC | TX | 501(c)(3) | 11 - TYPE I | 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 | true |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| SPOHN HEALTH NETWORK | ||||||||
| 600 ELIZABETH STREET | CORPUS CHRISTI | TX | 78404 | 742616328 | HTH PLAN ADMI | TX | CSHSC | C CORP |
| SPOHN INVESTMENT CORPORATION | ||||||||
| 600 ELIZABETH STREET | CORPUS CHRISTI | TX | 78404 | 742322574 | RENTAL | TX | CSHSC | C CORP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
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