FRIENDS OF SANTA ROSA FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS OF SANTA ROSA FOUNDATION (EIN 74-2723391)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-11
- IRS object ID
- 201221329349300142
- Schema version
- 2010v3.7
- 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) |
|---|---|---|
| Timestamp | 2012-05-11T08:42:06-04:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | 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 | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742723391 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Friends of Santa Rosa Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRIE | NameControl |
| Phone | 2107042022 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 N Santa Rosa | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78207 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Cynthia Atmar | Name |
| Title | Interim VP/CDO | Title |
| Date Signed | 2012-05-03 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7137501500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE O | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CINDY ATMAR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 343 West Houston Street | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1671541 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.santarosafoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | Friends of Santa Rosa Fdn serves the philanthropic needs of Santa Rosa Health Care Corp (SRHCC) by soliciting & distributing contributions in support of adult healthcare services at SRHCC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 23 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 556050 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 560181 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 188730 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1085900 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4400 | OtherRevenuePriorYear |
| Other Revenue Current Year | -53261 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 749180 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1592820 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 322210 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 569965 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 33050 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21769 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 18666 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 2346 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2846 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 220113 | OtherExpensePriorYear |
| Other Expenses Current Year | 242882 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 594039 | TotalExpensesPriorYear |
| Total Expenses Current Year | 836962 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 155141 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 755858 | RevenuesLessExpensesCY |
| Total Assets BOY | 7667959 | TotalAssetsBOY |
| Total Assets EOY | 8443436 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1049386 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7667959 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7394050 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE OBJECTIVES OF FRIENDS OF SANTA ROSA FOUNDATION ARE TO ASSIST, BENEFIT, AND SUPPORT SANTA ROSA HEALTH CARE CORPORATION IN PROVIDING HEALTH CARE SERVICES FOR RESIDENTS OF SAN ANTONIO AND SOUTH TEXAS BY RAISING MONEY TO SUPPORT THE ESTABLISHMENT, MAINTENANCE AND OPERATIONS OF HOSPITALS AND RELATED HEALTH AND MEDICAL CARE FACILITIES, PROGRAMS AND SERVICES. THE FOUNDATION SERVES AS A LIAISON BETWEEN SANTA ROSA HEALTH CARE CORPORATION, THE COMMUNITY AND SOUTH TEXAS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 750480 | Expense |
| Grants | 569965 | Grants |
| Revenue | 0 | Revenue |
| Description | Friends of Santa Rosa Foundation (The "Foundation") is a Texas non-profit organization serving the philanthropic needs of Christus Santa Rosa Health Care 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 providing continuing high quality health care in areas such as modernization and construction of hospital facilities, acquisition of hospital equipment, and other special health care needs of the Health System. The Foundation's sole corporate member is the Health System. The Health's System's sole corporate member is Christus Health. Christus Santa Rosa Health Care corporation responds to health care needs through services provided at Christus Santa Rosa Hospital, a 601-bed integrated health system, Christus Santa Rosa Children's Hospital, a 276-bed specialized pediatric facility serving children from a 90-county area, and a 112-bed Christus Santa Rosa Hospital-New Braunfels. Each of the facilities of Christus Santa Rosa shares one objective - which is to lead the way to a healthier community. Christus Santa Rosa Health Care Corporation is part of Christus Health, which was formed in 1999 to strengthen the 146-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. Christus Health responds to health care needs through services provided at more than 50 hospitals and long-term care facilities, as well as dozens of health care clinics, physicians' offices, outpatient services, and community-based programs in Texas, Louisiana, Arkansas, Utah, Oklahoma, and Mexico. Although programs may differ from facility to facility, each of our health care entities has the same objective - which is to lead the way to a healthier community. | Description |
| Total Program Service Expense | 750480 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| 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 | false | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | 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 | false | 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 | true | 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 | TONY LOBASSO | NamePerson |
| Telephone Number | 2107044624 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 N SANTA ROSA STREET | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Frank B Arnold | ||||||
| Director (Effective 8/3/10) | 1.0 | X | 0 | 0 | 0 | |
| Mario A Barrera | ||||||
| Secretary | 1.0 | X | 0 | 0 | 0 | X |
| Sister Germaine Corbin CCVI | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Laurie H Griffith | ||||||
| Chairperson | 1.0 | X | 0 | 0 | 0 | X |
| James K Lowry MD | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Nancy Maurer | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Harriett Raney | ||||||
| Vice Chairperson | 1.0 | X | 0 | 0 | 0 | X |
| Virginia Shannon | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| S Van Stewart | ||||||
| Treasurer | 1.0 | X | 0 | 0 | 0 | X |
| Sister Yolanda Tarango CCVI | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Madelon Yanta Leone | ||||||
| Director (Effective 8/3/10) | 1.0 | X | 0 | 0 | 0 | |
| Jerald E Yost | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Susan Granzin | ||||||
| Director (Effective 6/7/11) | 1.0 | X | 0 | 0 | 0 | |
| Linda B O'Brien | ||||||
| VP Foundation | 8.0 | 0 | 170210 | 20216 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 170210 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 20216 | 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 | na | 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 | 94300 | FundraisingEvents |
| Related Organizations | 13603 | RelatedOrganizations |
| All Other Contributions | 452278 | AllOtherContributions |
| Total Contributions | 560181 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1085900 | TotalRevenueColumn |
| Exclusion | $1,085,900 | 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 |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 25060 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 94300 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 78721 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -53661 | TotalRevenueColumn |
| Exclusion | -$53,661 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
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 | VENDING | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 400 | TotalRevenueColumn |
| Exclusion | $400 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 400 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1592820 | TotalRevenueColumn |
| Exclusion | $1,032,639 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 568139 | Total |
| Program Services | 568139 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1826 | Total |
| Program Services | 1826 | ProgramServices |
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 | 21769 | Total |
| Program Services | 21769 | ProgramServices |
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 | 4470 | Total |
| Management And General | 4470 | 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 | 2346 | Total |
| Fundraising | 2346 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71350 | Total |
| Management And General | 71350 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1300 | Total |
| Management And General | 1300 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1810 | Total |
| Management And General | 1810 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500 | Total |
| Fundraising | 500 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1170 | Total |
| Program Services | 1000 | ProgramServices |
| Management And General | 170 | ManagementAndGeneral |
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 | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2737 | Total |
| Management And General | 2737 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Foreign Medical Mission Trip | 10000 | 10000 | |
| RETURN OF UNUSED FUNDS EXP | 1098 | 1098 | |
| Operational Reimbursement | 134844 | 134844 | |
| MISC. EXPENSE REIMBURSEMENT | 701 | 701 | |
| CHRISTUS SR REIMBURSEMENT | 12902 | 12902 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 836962 | Total |
| Program Services | 750480 | ProgramServices |
| Management And General | 83636 | ManagementAndGeneral |
| Fundraising | 2846 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2414162 | BOY |
| EOY | 2578169 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3294243 | BOY |
| EOY | 3892329 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113162 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1846392 | BOY |
| EOY | 1846392 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 126546 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7667959 | BOY |
| EOY | 8443436 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1049386 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1049386 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7667959 | BOY |
| EOY | 7394050 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7667959 | BOY |
| EOY | 7394050 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7667959 | BOY |
| EOY | 8443436 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 755858 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1029767 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTUS SANTA ROSA HEALTH CARE CORP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741109665 | EIN |
| Type Of Organization | 03 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Amount | $750,480 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 750480 | SumOfAmounts |
| General Explanation | Friends of Santa Rosa Foundation is included in the Group Ruling issued to the United States Conference of Catholic Bishops by the IRS, which exempts the following from income tax under IRC Section 501(c)(3): The agencies and instrumentalities and educational, charitable, and religious institutions operated, supervised or controlled by or in connection with the Roman Catholic Church in the United States, its territories or possessions appearing in the Official Catholic Directory. Friends of Santa Rosa Foundation is listed in the Official Catholic Directory and is thereby exempt from federal income tax under IRC 501(c)(3) and therefore does not have a determination letter from the IRS. | GeneralExplanation |
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 | 3294243 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 598086 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3892329 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2916209 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 378034 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3294243 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 Years | CurrentYearMinus2Years | |
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INT - FREEDMAN TRST | Description |
| Book Value | 1846392 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1846392 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL INFORMATION | Form 990, Part X, Line 1 - Cash - Non-Interest Bearing | Christus Health System maintains a centralized cash management system. This cash management system (CMS) includes a concentration account wherein deposits and disbursements for related Christus exempt organizations flow through this account and over to the managed investment accounts. Each participating organization reports a balance in the CMS reflective of its cumulative cash activity. Cash Balances for each Christus organization are reported on Form 990 in accordance with financial statement reporting. CMS ownership is maintained by Christus Health (EIN 76-0590551) and all associated investment income is properly reported on the Christus Health Form 990. ENDOWMENT FUNDS- ORGANIZATION'S INTENDED USES OF ENDOWMENT FUNDS FORM 990, SCH D, PART V, LINE 4 THE ENDOWMENT FUND IS SUPPORTING CHRISTUS SANTA ROSA HOSPITAL'S CONTINUING PROFESSIONAL EDUCATION, PHYSICIAN FELLOWSHIP IN THE NEUROLOGICAL DEPARTMENT, ADULT CANCER CARE SERVICES, AND GENERAL HOSPITAL PROJECTS. |
| 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, 2011 and 2010. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Luncheon | NameOfEvent1 |
| Gross Receipts Event1 | 119360 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 94300 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 25060 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 1273 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 11787 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 52500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 13161 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 119360 | GrossReceiptsTotal |
| Charitable Contributions Total | 94300 | CharitableContributionsTotal |
| Gross Revenue Total Events | 25060 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 1273 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 11787 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 52500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 13161 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 78721 | DirectExpenseSummaryEvents |
| Net Income Summary | -53661 | NetIncomeSummary |
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 Santa Rosa Health Care Corp | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 N Santa Rosa St | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 741109665 | EINOfRecipient |
| IRC Section | 501c(3) | IRCSection |
| Amount Of Non Cash Assistance | 568139 | AmountOfNonCashAssistance |
| Method Of Valuation | Cost | MethodOfValuation |
| Description Of Non Cash Assistance | Equip,Other Support | DescriptionOfNonCashAssistance |
| Purpose Of Grant | Equipment, Supplies, Support for new physician position | 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, Part 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 Tests. The organization test ensures that donations are exclusively for charitable, scientific, educational, and religious purposes, and in furtherance of our purpose of supporting the healing ministry of Jesus Christ and advancing, promoting, and supporting the healthcare ministries of the Sponsoring Congregations. Contributions can be made to support CHRISTUS System members and to other qualifying tax-exempt organizations, particularly those designed to support and benefit the poor and underserved. The organization considered for donations must be an IRS Section 501(c)(3) organization and documentation to that effect obtained. To satisfy the IRS 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Linda B O'Brien | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 167553 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 2423 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 234 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 14180 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 6036 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 190426 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Supplemental Compensation Information | Schedule J, Part I, Question 3 | The filing organization's top management official is an employee of CHRISTUS Health, a related organization. The filing organization's top management official also serves CHRISTUS Santa Rosa Health Care Corporation. All compensation is established at the CHRISTUS Health level and the filing organization does not have a role in implementing the methods used to establish compensation or in determining top management official compensation. CHRISTUS Health uses an Executive Compensation Committee to establish and approve the compensation of the filing organization's TOP MANAGEMENT OFFICIAL. This committee uses an independent compensation consultant who performs bi-annual compensation survey. |
| Supplemental Compensation Information | Form 990, Part VII, 1A and Schedule J, Part II | Directors and Ex-Officio Directors provide their services as members of the Board without compensation or benefits. Any compensation and benefits disclosed for such persons is earned in the respective individual's role as an officer or employee of the organization, not for the individual's role as a board member or director. Board members spend time as needed for board meetings and functions. |
| SUPPLEMENTAL COMPENSATION INFORMATION | Form 990, Schedule J, Part II, Column C | Deferred compensation includes Employer contribution to 403(b) Matched Savings 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 |
|---|---|---|
| SUPPLEMENTAL INFORMATION | FORM 990, PAGE 1, ITEM C | DOING BUSINESS AS FRIENDS OF SANTA ROSA FOUNDATION OPERATES UNDER THE FOLLOWING NAMES: CHRISTUS Santa Rosa Foundation CHRISTUS Santa Rosa Friends Foundation Friends of CHRISTUS Santa Rosa Foundation Description of Classes of Members or Stockholders Form 990, Part VI, Question 6 Santa Rosa Health Care Corporation is the sole corporate member of Friends of Santa Rosa Foundation. |
| Description of Classes of Persons and the Nature of Their Rights | Form 990, Part VI, Question 7a | Santa Rosa Health Care Corporation must approve the directors of Friends of Santa Rosa Foundation, with the exception of the Life Directors and the Santa Rosa Representatives (President of Santa Rosa Hospital Auxiliary, President of Santa Rosa Auxiliary Northwest, and President/CEO of Santa Rosa Health Care Corporation). |
| Process used to review Form 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 2012 via either meeting, conference call or 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 conflict of interest Form 990, Part VI, Question 12 At the end of each calendar year, the CHRISTUS Health Corporate Secretary distributes a conflict of interest questionnaire to all of the organization's Board and Committee members for completion prior to the 1st of January in the next year. The Corporate Secretary thoroughly reviews all completed and executed conflict of interest questionnaire forms to ensure accuracy and that no potential or identified conflict is disclosed or exists. The organization's Board of Directors is responsible for enforcement of the conflict of interest policy of the organization. |
| Compensation Determination Process | Form 990, Part VI, Questions 15a & 15b | The Executive Compensation Committee of CHRISTUS Health determines the compensation of the CEO/Executive Director/Top Management Official, officers and key employees of Christus Health and 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, Question 18 | CHRISTUS Health and most of its affiliated entities do not have Forms 1023 because of their inclusion in the IRS Group Ruling with the United States Conference of Catholic Bishops, which covers the organizationS listed in the Annual Official Catholic Directory. CHRISTUS Health's website displays the IRS Group Ruling and relevant Annual Official Catholic Directory pages for the organizations related to CHRISTUS Health. Forms 990 and 990-T are made available upon request. |
| Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public | Form 990, Part VI, Question 19 | The Consolidated Audited Financial Statements of CHRISTUS Health are made available to the public via the Christus Health website. The organization's governing documents and conflict of interest policy are not made available to the public. |
| HOURS WORKED FOR RELATED ORGANIZATION | Form 990, Part VII, Section A | AVERAGE HOURS PER WEEK LISTED ON FORM 990, PART VII, SECTION A ARE THE AVERAGE HOURS DEVOTED TO THE RESPECTIVE PERSON'S POSITION WHILE SERVING THE ORGANIZATION. LINDA O'BRIEN DEVOTES AN AVERAGE OF 32 HOURS PER WEEK TO SANTA ROSA CHILDREN'S HOSPITAL FOUNDATION, A RELATED ORGANIZATION OF THE FILING ENTITY. LINDA IS THE VP OF FOUNDATION OF SANTA ROSA CHILDREN'S HOSPITAL FOUNDATION. |
| Statement of Functional Expenses | Form 990, Part IX, Line 8, Pension Plan contributions | The foundation reimburses CHRISTUS Santa Rosa Healthcare Corporation for services rendered by Linda O'Brien as the foundation's vice president. The Foundation's payment is accounted for as a reimbursement for pension contributions; therefore, Line 5 Compensation of current officers, directors, trustees, and key employees is blank. |
| Other Changes in Net Assets or Fund Balances | Form 990, Part XI, Line 5 | Pension Liability/Expense = $21,769 Pension Funding = ($33,551) Unrestricted Contributions = ($1,417,618) Reversal of Accrual = $23,819 Capitalize Santa Rosa Fixed Assets = $375,815 Rounding = ($1) Total = ($1,029,767) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 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 |
|---|---|---|---|---|---|---|---|---|---|
| CHRISTUS HEALTH | |||||||||
| 2707 NORTH LOOP WEST | HOUSTON | TX | 77008 | 760590551 | SUPT HLTH SVC | TX | 501(c)(3) | 11-TYPE I | NA |
| CHRISTUS SANTA ROSA HLTH CARE CORP | |||||||||
| 333 N SANTA ROSA STREET | SAN ANTONIO | TX | 78207 | 741109665 | HLTHCARE SVC | TX | 501(c)(3) | 3 | CH |
| SANTA ROSA FAMILY HLTH CENTER | |||||||||
| 333 N SANTA ROSA STREET | SAN ANTONIO | TX | 78207 | 742806531 | HLTHCARE SVC | TX | 501(c)(3) | 9 | CSRHCC |
| SANTA ROSA CHILDREN'S HOSP FND | |||||||||
| 343 W HOUSTON ST SUITE 505 | SAN ANTONIO | TX | 78205 | 741224362 | SUPT HLTH SVC | TX | 501(c)(3) | 7 | CSRHCC |
| Christus Santa Rosa Medical Center Aux | |||||||||
| 2827 Babcock Road | San Antonio | TX | 78229 | 731655493 | Supt Hlth Svc | TX | 501(c)(3) | 9 | CSRHCC |
| Santa Rosa General Hospital Auxiliary | |||||||||
| 333 N Santa Rosa Street | San Antonio | TX | 78207 | 741278312 | Supt Hlth Svc | TX | 501(c)(3) | 3 | CSRHCC |
| Santa Rosa Children's Hosp Endowment Fd | |||||||||
| 343 West Houston St Ste 505 | San Antonio | TX | 78205 | 741902391 | Supt Hlth Svc | TX | 501(c)(3) | 11-type I | CSRHCC |
Form990 Schedule R Part III Form990ScheduleRPartIII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|
| MCKENNA LEASING GP LLC | ||||||||||
| 600 NORTH UNION AVE | NEW BRAUNFELS | TX | 78130 | 741191729 | Investment | TX | CSRHCC | N/A | false | false |
| MCKENNA Equipment LEASING LP | ||||||||||
| 600 NORTH UNION AVE | NEW BRAUNFELS | TX | 78130 | 204177842 | Med Equip Lease | TX | CSRHCC | N/A | false | false |
| NEW BRAUNFELS SURGICAL CENTER LLC | ||||||||||
| 600 NORTH UNION AVE | NEW BRAUNFELS | TX | 78130 | 810571408 | HLTHCARE SVC | TX | CSRHCC | N/A | false | false |
| CHRISTUS SANTA ROSA OUTPATIENT SURGERY | ||||||||||
| 600 NORTH UNION AVE | NEW BRAUNFELS | TX | 78130 | 810571409 | HLTHCARE SVC | TX | CSRHCC | N/A | false | false |
| CSR SURGERY CENTER LLP | ||||||||||
| 15305 DALLAS PKWY STE 1600 LB 28 | ADDISON | TX | 75001 | 200424958 | HLTHCARE SVC | TX | CSRHCC | N/A | false | false |
| CHRISTUS SR AMBULATORY SURGERY CTRS - SA | ||||||||||
| 333 SANTA ROSA | SAN ANTONIO | TX | 78207 | 412092141 | HLTHCARE SVC | TX | CSRHCC | N/A | false | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| MCKENNA PROFESSIONAL BLD OWNER'S ASSOC | ||||||||
| 6363 N HIGHWAY 161 SUITE 450 | IRVING | TX | 75038 | 742742934 | Building Assoc | TX | CSRHCC | C Corp |
| CSR MEDICAL GROUP | ||||||||
| 6243 IH 10 West Ste 480 | San Antonio | TX | 78201 | 742727562 | Healthcare Srvcs | TX | CSRHCC | C Corp |
| SOUTH TEXAS HEALTH ALLIANCE | ||||||||
| 6243 IH 10 WEST SUITE 480 | SAN ANTONIO | TX | 78201 | 742782184 | Healthcare Srvcs | TX | CSRHCC | 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 | false | 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 | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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