2011-05-13T15:59:07-04:00 2010-06-30 ERNST & YOUNG US LLP 1401 MCKINNEY SUITE 1200 HOUSTON TX 77010 990 2009-07-01 752796815 Christus Health Ark-La-Tex CHRI 9036141000 2600 St Michael Drive Texarkana TX 75503 Shawn Barnett 9036141000 2011-05-04 7137501500 2009 2016-02-24 21:20:13Z SEE SCHEDULE O Chris Karam 2600 St Michael Dr Texarkana TX 75503 257101443 false 0928 X www.christusstmichael.org X 1999 TX Supporting the health care ministries of the Sponsoring Congregations in extending the healing ministry of Jesus Christ in conformity with the ethical and moral teachings of the Roman Catholic Church. 15 11 2171 101 4277593 0 1056159 1259903 238587996 254999318 461406 -206865 1037741 664929 241143302 256717285 1766127 9455536 0 0 99131858 97811845 0 0 213773 130473239 136711151 231371224 243978532 9772078 12738753 233578139 228592428 120785517 102637864 112792622 125954564 The Corporation is organized and shall be operated exclusively for charitable, scientific, educational and religious purposes of advancing, promoting and supporting the health care ministries of the Sponsoring Congregations which operate and are controlled in conformity with the ethical and moral teachings of the Roman Catholic Church, and promoting efficient governance and management, cooperative planning and the sharing of resources among such health care ministries. Without limiting the generality of the foregoing, the Corporation's mission shall be to extend the healing ministry of Jesus Christ, and consistent therewith, shall operate according to the doctrines, resolutions, decrees and ethical principles of the Sponsoring Congregations, and the Ethical and Religious Directors for Catholic Health Care Services as promulgated or amended from time to time by the United States Conference of Catholic Bishops. It is also a purpose of the Corporation to aid, lend financial support and as false false 179049533 0 119287481 COMMITMENT TO BENEFITING OUR COMMUNITIES - PATIENT CARE SERVICES CHRISTUS Health Ark-La-Tex is a region of CHRISTUS Health, which was formed in 1999 to strengthen the 142-year-old, faith-based health care ministries of the Congregations of the Sisters of Charity of the Incarnate Word of Houston and San Antonio. Founded on the mission "to extend the healing ministry of Jesus Christ," CHRISTUS is challenged to reach out to, and beyond, the more than 60 communities we serve to help those in need. The vision of CHRISTUS Health as a Catholic, faith-based ministry, is to be a leader, a partner and an advocate in the creation of innovative health and wellness solutions that improve the lives of individuals and communities so that all may experience God's healing presence and love. The CHRISTUS Health Ark-La-Tex region responds to health care needs through services provided at CHRISTUS St. Michael System, which includes CHRISTUS St. Michael Hospital, a 312-bed acute care hospital, 50-bed CHRISTUS St. Michael Rehabilitation Hospital, CHRISTUS St. Michael Outpatient Rehabilitation Center, CHRISTUS St. Michael Health & Fitness Center and CHRISTUS St. Michael Imaging Center. Each of our health care entities haVE the same objective - to fulfill our mission of extending the healing ministry of Jesus Christ, which includes leading the way to a healthier community. CHRISTUS Health Ark-La-Tex is located in Texarkana, Texas and services Northeast Texas, Southwest Arkansas, and Southeast Oklahoma, which covers a population of more than 338,000 individuals. In Fiscal Year 2010 alone, we were privileged to serve hundreds of thousands of individuals in various ways including: 72,083 visits to our emergency department; 5,021 surgery procedures within our hospitals; 3,457 outpatient surgery procedures; 17,252 patients who were admitted to our hospitals for care and 191,996 patients who received outpatient care at our facilities. Touching the lives of the people around us is what makes CHRISTUS Health Ark-La-Tex stand apart. Allowing others to touch us gives CHRISTUS Health a vision for the medically needy in each of the communities we serve. Whether it is the life of a child expecting a future filled with miracles, the life of a man in need of a critical heart surgery, or the life of a woman about to give birth to her first child, CHRISTUS Health Ark-La-Tex's health care services work to provide the best care possible regardless of an individual's ability to pay. By collaborating with communities, churches, businesses and other health care organizations, CHRISTUS Health's various entities have strengthened their roles as major providers of comprehensive, accessible health care services. These partnerships within the community have been a blessing by helping CHRISTUS Health Ark-La-Tex better serve those in need. Furthermore, investment in community services would not be possible without dedicated employees and volunteers. They help to build strong relationships between CHRISTUS' hospitals and other health care ministries and the community, nurturing CHRISTUS' mission to meet health care needs and make a difference in the lives of others. Our employees work both inside and outside the walls of our health care facilities and are committed to reaching beyond the traditional hospital structure to help our communities maintain good health. Understanding the need to provide access to health care to as much of our public as possible, CHRISTUS Health participates in government-sponsored health care programs including Medicaid, Medicare, CHAMPUS, TRICARE and others. In addition, we offer specific discounts on a sliding scale for necessary services provided to patients who do not have medical insurance or who do not participate in government sponsored programs. CHRISTUS Health Ark-La-Tex provides a full range of inpatient and outpatient services to the people from the communities it serves. It conducts its activities and serves all patients without regard to race, color, creed, religion, gender, orientation, disability, age or national origin. Among the general medical/surgery services offered are: day surgery, open-heart surgery, orthopedics, cardiac and pulmonary rehabilitation, diagnostic, therapeutic, wellness programs, occupational and speech therapy, cardiac/pulmonary outpatient rehabilitation, respiratory care, nutrition and dietary services and pharmacy. CHRISTUS St. Michael Health System provides a 24-hour emergency room that is open to serve all those in need of emergent care, regardless of their ability to pay. CHRISTUS Health Ark-La-Tex also supports many local community health services, such as the Randy Sams Shelter for the Homeless and the Spirit of St. Michael mobile clinic, which serves a seven-county area. As a not-for-profit organization and as part of CHRISTUS Health, a regional governing board comprised largely of independent community members representing the area we serve guides CHRISTUS Health Ark-La-Tex. We are privileged to have an open medical staff comprised of qualified physicians who work with us to provide care to our communities. All qualified physicians who are granted privileges to serve with us in our hospitals must undergo a thorough and comprehensive credentialing process. 17075642 0 27262869 COMMUNITY BENEFIT REPORTING - CHARITY CARE AND MEDICAID CHRISTUS adheres to the Catholic Health Association's A Guide for Planning and Reporting Community Benefit (2008), and complies with the State of Texas requirements for reporting. Community Benefit, reported as unpaid costs, includes both Charity Care and Community Services. To the limits of its resources, CHRISTUS Health is an institution of purely public charity; thus, the most tangible expression of CHRISTUS Health's charitable purpose is the provision of health care services to those persons who are unable to pay. This falls into two categories: Charity Care and Unpaid Government Indigent Care. In keeping with the mission, values, and vision of CHRISTUS Health, CHRISTUS Health provides Charity Care services in a manner that respects the dignity of the patients and their families. Charity Care is provided without charge or at a charge that is less than the usual charge for such services. The determination as to the amount to be charged, if any, is made according to a patient's ability to pay as determined by established eligibility criteria. For uninsured patients whose economic circumstances place them at or under 200 percent of the Federal Poverty Level (FPL), services are provided without any expectation of payment. Uninsured patients whose economic circumstances place them between 200 and 400 percent of FPL are charged based on a sliding scale, and those above 400 percent receive discounts based on the uninsured fee schedule. CHRISTUS Health is an active participant in Texas, Louisiana, and Arkansas' Medicaid programs. Those programs seek to provide payment for health care services to individuals who meet certain financial and other requirements, which include evaluation of both assets and income. 10026967 0 104186375 OTHER GOVERNMENT SPONSORED SERVICES In addition to the provision of Charity Care and other community services, CHRISTUS Health provides services to persons covered under government-sponsored programs, including Medicare and TRICARE. The unreimbursed costs of these services are reported to the State of Texas but are not included in reports prepared following Catholic Health Association guidelines. CHRISTUS Health provides services to persons covered under the federal Medicare Program, and in fact, this is the largest single payor classification of patients served by this health system. The payment rate for inpatient services is on a per-case rate, calculated based on the diagnostic-related group (DRG) into which the patient is categorized. Medicare, based on their fee schedule, reimburses outpatient services. CHRISTUS Health also participates in the TRICARE standard program and many of our hospitals contract with the Managed Care Support Contractor for the South Region to provide services under the provision of TRICARE Prime. 11660452 9455536 0 217812594 true true false true false false false false true true false true false false false false false false true true true true false true false false false false false false false false true false false false false true true false false true 254 0 true 2171 true true true false false false false true true false false false 15 11 true false false false true true true true true false true true true true true true true true true true true true X Shawn Barnett CFO 9036142007 2600 St Michael Drive Texarkana TX 75503 Borden Bell 1.0 X X 0 0 0 Mary Matthews 1.0 X X 0 0 0 Chris Karam 55.0 X X 379235 0 92375 Brenette Shepherd 1.0 X 0 0 0 Sister Eleanor Geever 1.0 X 0 0 0 Greg Arnold 1.0 X 0 0 0 Mary Priscilla Hickerson 1.0 X 0 0 0 Carlton Jones 1.0 X 0 0 0 Derrick McGary 1.0 X 0 0 0 James Wyly 1.0 X 0 0 0 Vernon C Shaffer MD 1.0 X 14925 0 0 James M Hurley MD 1.0 X 5008 0 0 Viola Ingram 1.0 X 0 0 0 Sister Katrina LeGrand 1.0 X 0 0 0 Richard Hilborn MD 1.0 X 0 0 0 Lowell E Vereen MD 1.0 X 266 0 0 Sister Michele O'Brien 1.0 X 0 0 0 Shawn Barnett 40.0 X 242577 0 65591 Nancy Burleson 40.0 X 55282 0 11605 Gail White 40.0 X 40082 0 20235 G Michael Finley MD 70.0 X 317862 0 90956 John Edward Phillips 40.0 X 203607 0 53323 Nancy Keenan 40.0 X 199687 0 52620 William L Waldrum 48.0 X 153335 0 22248 Bart P Russo 41.0 X 121468 0 17397 Jeremy K Dobbins 40.0 X 121635 0 23593 Aloma Gender 40.0 X 168642 0 29083 Ronald Dale Ryan 40.0 X 162493 0 24464 2186104 0 503490 24 false true false ARAMARK CORPORATION P O BOX 651009 CHARLOTTE NC 282651009 OUTSOURCING HOUSKPNG 10520306 COGENT HEALTHCARE OF TEXAS PA P O BOX 974716 DALLAS TX 75397 PHYSICIAN STAFFING 3253802 AMN HEALTHCARE INC 12400 HIGH BLUFF DR SUITE 100 SAN DIEGO CA 92130 CONTRACT NURSING 1275359 CEP AMERICA 2100 POWELL ST SUITE 920 EMERYVILLE CA 94608 PHYSICIAN STAFFING 1127335 EA HEALTH CORPORATION 440 STEVENS AVE SUITE 150 SOLANA BEACH CA 92075 PHYSICIAN STAFFING 1106525 28 21011 187791 187270 863831 29382 1259903 Net Patient Service Revenue 621110 246457912 246220048 237864 Pharmacy 446110 4424835 1116518 3308317 Rent related to Exempt Function 900099 3710129 3710129 Program Related Investment Income 900099 -837745 -981143 143398 Fitness Center 713940 623983 106670 517313 620204 564503 55701 254999318 44618 44618 0 0 5500 256983 -251483 -251483 -251483 129492 21011 60260 69232 69232 77034 66915 10119 10119 0 Gift Shop 900099 204927 204927 Medical records/abstracts 900099 153406 153406 Vending Machine 900099 65576 65576 161669 15000 146669 585578 256717285 250736725 4277593 443064 9455261 9455261 275 275 0 0 2623506 2335628 283615 4263 0 75607566 67311122 8173581 122863 4305218 4209279 95939 9855189 8985216 866034 3939 5420366 4938423 472550 9393 0 253259 253259 0 0 0 57228 57228 25425663 15111684 10313979 236249 3390 232484 375 56859934 54419211 2371764 68959 6958506 6958506 0 6787843 4925800 1862043 274533 112179 159203 3151 0 162589 91203 70991 395 5349584 5349584 0 16969321 16825439 143882 3049010 3045101 3909 Provision for Bad Debt 13331383 13331383 SPONSORSHIP FEES 14500 14500 Recruitment/Placement Fees 345998 224 345774 DUES & MEMBERSHIP 56513 33683 22395 435 AWARDS&GIFTS - NON-EMPLOYEE 44288 76 44212 534750 369927 164823 243978532 217812594 25952165 213773 50024457 56027944 33175751 35089346 350981 64207 5857118 5223266 530476 847604 325124483 197215075 141063346 127909408 1165052 1850210 655584 916745 408448 457745 346926 205953 233578139 228592428 16626093 20159347 265952 150000 623915 186688 103269557 82141829 120785517 102637864 X 111679794 124662625 1112828 1291939 112792622 125954564 233578139 228592428 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 7737 false true 2148 9885 false Lobbying Description Form 990, Schedule C, Part II-B CHRISTUS Health Ark-La-Tex HAD DIRECT CONTACT WITH MEMBERS OF THE ARKANSAS STATE LEGISLATURE, TEXAS STATE LEGISLATURE, U.S. SENATORS OF TEXAS, TEXAS 4TH CONGRESSIONAL DISTRICT AND ARKANSAS 4TH CONGRESSIONAL DISTRICT AND TEXAS LT GOVERNOR DAVID DEWHURST AND THEIR STAFF THROUGH EMAILS, TELEPHONE CALLS AND MEETINGS ON ISSUES SUCH AS HEALTHCARE FOR THE UNINSURED, HEALTHCARE REFORM, MENTAL HEALTH CHALLENGES, NATIONAL SECURITY, IMMIGRATION, HEALTHCARE COSTS AND ACCESS, STATE BUDGET CHALLENGES, HEALTHCARE WORKFORCE, HEALTH HOME MEDICAL PILOT FOR CHILDREN AND JOB CREATION PROGRAMS. THE CEO OF CHRISTUS HEALTH ARK-LA-TEX WROTE SEVERAL LETTERS TO CONGRESSMEN AND THE PRESIDENT OF THE UNITED STATES. THE TOPIC OF ALL LETTERS WAS HEALTHCARE REFORM. HEALTHCARE POLICY IS CRITICAL TO ALL AMERICANS AND CHRISTUS HEALTH ARK-LA-TEX BELIEVES THAT HEALTH CARE PROVIDERS MUST PARTICIPATE IN FORMING HEALTH CARE POLICY BY INTERACTING WITH NATIONAL, STATE AND LOCAL REPRESENTATIVES AND THEIR STAFF MEMBERS TO HELP THEM BETTER UNDERSTAND THE COMPLEXITIES AND RAMIFICATIONS OF KEY HEALTH CARE POLICIES. THE REPORTED EXPENSES ASSOCIATED WITH THESE ACTIVITIES INCLUDE STAFF COMPENSATION AND RELATED ALLOCABLE OVERHEAD. FORM 990, SCHEDULE C, PART II-B, LINE 1I "OTHER ACTIVITIES" REPORTS THE PORTION OF FY 2010 PROFESSIONAL AND MEMBERSHIP ASSOCIATION DUES ALLOCATED TO LOBBYING EFFORTS BY THE RESPECTIVE ASSOCIATIONS TOTALING $2,148. CHRISTUS HEALTH ARK-LA-TEX DID NOT SUBSTANTIALLY LOBBY DURING THE FISCAL YEAR 6-30-10. 1485826 -14289 9449 1462088 1459037 37009 10220 1485826 0.00000 0.00000 1.00000 false false 18029482 18029482 157114155 78372178 78741977 337581 101667 235914 106139422 89999107 16140315 43503843 28742123 14761720 127909408 0 Due to CHRISTUS Health Bond Fund 80306726 DUE TO RELATED ORGANIZATIONS 1835103 82141829 Intended uses of the organization's endowment fund Form 990, Schedule D, Part V The earnings of the endowment fund may be used without limitation for buildings, equipment, programs and services of Christus Health Ark-La-Tex, in keeping with its mission and purposes within Christus Health Ark-La-Tex region without restriction to any particular purpose. Cash - Non-Bearing Interest Form 990, Part X, Line 1 Christus Health System maintains a centralized cash management system. This cash management system (CMS) includes a concentration account wherein deposits and disbursements for related Christus exempt organizations flow through this account and over to the managed investment accounts. Each participating organization reports a balance in the CMS reflective of its cumulative cash activity. Cash Balances for each Christus organization are reported on Form 990 in accordance with financial statement reporting. CMS ownership is maintained by Christus Health (EIN 76-0590551) and all associated investment income is properly reported on the Christus Health Form 990. Uncertain Tax Positions Under FIN 48 / ASC 740 Form 990, Schedule D, Part X Per footnote 3 in the Consolidated Financial Statements, there are no material unrecorded tax liabilities as of June 30, 2010 and 2009. GALA 107695 15386 92309 17442 18000 12677 ANNUAL GOLF TNY 24930 2420 22510 923 1041 1437 1 17878 3205 14673 340 2021 4933 190 1256 150503 21011 129492 340 2944 4933 18673 18000 15370 60260 69232 77034 33092 33823 true 0.90000 77034 33092 33823 66915 10119 TX false Texas does not require qualified organizations to register in order to operate raffles in Texas. false false false 0.00000 1.00000 Susan Landreaux 2600 St Michael Drive Texarkana TX 75503 false true 10119 true true X true X true X true true true false true true 21694032 0 21694032 0.09410 22503543 27262857 -4759314 0.02060 44197575 27262857 16934718 0.07350 5 989151 52218 936933 0.00410 5 1277554 0 1277554 0.00550 1 148268 0 148268 0.00060 0 0 0 0.00000 9 6603560 0 6603560 0.02860 20 9018533 52218 8966315 0.03880 20 53216108 27315075 25901033 0.11230 1 20563 20563 0.00010 1 20563 20563 0.00010 true 3110212 4568 95557380 84560849 10996531 X true true TEXARKANA PTRS LTD RENTAL PROPERTY 0.38360 0.10160 TGGP LLC GENERAL PARTNER OF TGLP, LP 0.30000 0.52500 TGLP LP SURGICAL CENTER 0.29700 0.52500 TXKNA PET IM INSTLP IMAGING 0.25130 0.12560 NE TEXAS SURGERY CNT SURGERY CENTER 0.20000 0.37000 CHRISTUS St Michael Health System

2600 St Michael Drive Texarkana TX 75503

X X X Christus St Michael Rehabilit Hospital

2400 St Michael Drive Texarkana TX 75503

X Rehabilitation Hosp N/A A report of community benefit is included in a written Annual Report for CHRISTUS Health, the organization's parent company. CHRISTUS Health is an international, Catholic, faith based health system formed in 1999 with a mission "to extend the healing ministry of Jesus Christ." The annual community benefit report summarizes activities and programs conducted during the past year to improve health including proactive community health services. However, the Annual Report is only a snapshot of how the organization distinguishes itself in its vision to be a leader, a partner, and an advocate in creating innovative health and wellness solutions that improve the lives of individuals and communities. Part I, Line 7: Line 7a: Ratio of patient care cost to charges Line 7b: Ratio of patient care cost to charges Line 7e: Actual expenses less any direct offsetting revenue Line 7f: Actual expenses less any direct offsetting revenue Line 7g: Ratio of patient care cost to charges based on Schedule H, worksheet 2 Line 7i: Actual expense of the contributions Reported at Schedule H, Part I, Line 7 g Subsidized health services are the unreimbursed patient account balances at cost with patient income of greater than 200% and less than 400% of the Federal Poverty Level (FPL). The reported amount is calculated using the cost-to-charge ratio determined at Schedule H, worksheet 2. These accounts do not qualify as charity care as defined by the organization's charity care guidelines because the patients' income is above 200% FPL. The patient account balances were multiplied by the cost to charge ratio computed using Schedule H, worksheet 2. Total expenseS from Form 990, Part IX, line 25, column (A) EQUAL $243,978,532. The bad debt expense included in this amount was $13,331,383. This leAVES a total expense of $230,647,149 for purposes of calculating line 7, column (f). Description of Gross Charity Care as % of total costs The organization's total community benefit expense as reported on Part I, Line 7k, column (c) as a percentage of total expense is 23.05% which exceeds the amount reported on Part I, Line 7k column (f) which is computed using net community benefit expense. The footnote to the CHRISTUS Health consolidated financial statements says, "The preparation of financial statements in conformity with generally accepted accounting principles in the United States requires management of the System to make assumptions, estimates, and adjustments that affect the amounts reported in the financial statements, including the notes thereto, and related disclosures of commitments and contingencies, if any. The System considers critical accounting policies to be those that require more significant judgments and estimates in the preparation of its financial statements, including the following: recognition of net patient revenues, which includes contractual allowances; provisions for bad debt; reserves for losses and expenses related to health care professional and general liabilities; determination of fair values of certain financial instruments; and risks and assumptions for measurement of pension and retiree medical liabilities. Management relies on historical experience and on other assumptions believed to be reasonable under the circumstances in making its judgment and estimates. Actual results could differ materially from these estimates." The amount on Schedule H, Part III, Line 6 is determined by calculating Medicare Allowable costs using Worksheet A of the Medicare Cost Report. Worksheet A of the Medicare cost Report requires the organization to remove non-allowable expenses from total expenses via the Adjustments to Expenses worksheets within the Medicare Cost Report. The amount reported on Schedule H, Part III, Line 6 does not take into account all costs incurred by the fiLing organization associated with the filing organization's provision of services to Medicare patients. Schedule H, Part III, Line 7 would equal a shortfall of $(11,160,212) if total expenses ALLOCABLE TO MEDICARE SERVICES were substituted on Schedule H, Part III, Line 6. CHRISTUS Health Ark-La-Tex reinvests all surplus funds back in to the communities we serve through expanded health services, new technologies, and better facilities. Collection activity occurs for a minimum of 60 days on self-pay accounts before the presumptive charity process is completed if no contact with the patient/guarantor is made. If the 60-day period expires and no contact with the patient/guarantor is made or there is insufficient information to document eligibility for charity care, a presumption of eligibility may be made based on statistical data and other reliable assumptions. Accounts with a balance of less than $2,000 are screened for charity care qualification based on systematic screening criteria unless patient contact is made. Accounts with a balance of $2,000 or greater are manually reviewed to determine if any potential eligibility programs are applicable based upon front-end screening tool documentation and a review of the diagnoses and services provided. If a patient completes a financial aid application and qualifies for charity care or falls under a charity care account based on the presumptive charity test, all debt collection activities cease. Accounts that are not deemed eligible for charity care or medical indigence will continue the collection cycle until they are written off as bad debt. N/A The organization budgets charity care for internal financial purposes only. The provision of charity care is not limited to amounts established for budgetary purposes. CASH AND IN-KIND CONTRIBUTIONS Part I, Line 7I CHRISTUS HEALTH ARK-LA-TEX MADE OVER $6,603,560 IN CASH AND IN KIND CONTRIBUTIONS. THE AFOREMENTIONED AMOUNT IS DETERMINED IN ACCORDANCE WITH REPORTING RULES FOR SCHEDULE H, WORKSHEET 8. AS SUCH THIS AMOUNT DIFFERS FROM GRANTS REPORTED AT FORM 990, SCHEDULE I, GRANTS AND OTHER ASSISTANCE TO ORGANIZATIONS, GOVERNMENTS, AND INDIVIDUALS AND PART IX, LINES 1 THROUGH 3 GRANTS AND OTHER ASSISTANCE. CHRISTUS HEALTH ESTABLISHED THE CHRISTUS FUND, A GRANT FUND TO PROVIDE RESOURCES TO NONPROFIT AGENCIES AND GROUPS WHOSE VISION, MISSION, AND GOALS ARE CONSISTENT WITH CHRISTUS HEALTH'S MISSION, VALUES AND PHILOSOPHY OF A HEALTHY COMMUNITY. CHRISTUS FUND GRANTS TOTALING $166,427 WERE UTILIZED FOR THE BENEFIT OF THE COMMUNITIES THAT CHRISTUS HEALTH ARK-LA-TEX SERVES. THE GRANT DOLLARS WERE USED BY THE REGION TO SUPPORT PROGRAMS THAT PROMOTE THE HEALTH OF THE COMMUNITIES. THE CHRISTUS FUND GRANTS WERE USED DIRECTLY BY CHRISTUS HEALTH ARK-LA-TEX TO INTRODUCE COMMUNITY HEALTH WORKERS AND A CARE MANAGEMENT PROGRAM, "CARE PARTNERS," AIMED AT CHRONIC DISEASE MANAGEMENT FOR UNDERSERVED PATIENTS IN OUR FAMILY HEALTH CENTERS AND CLINICS. THIS PROGRAM HAS PROVEN TO BE INSTRUMENTAL IN REDUCING THE NUMBER OF PREVENTABLE HOSPITALIZATIONS FOR OUR PATIENTS. THE CHRISTUS FUND GRANT AMOUNT ALSO INCLUDES GRANTS MADE BY CHRISTUS HEALTH TO NONPROFIT ORGANIZATIONS LOCATED IN THE COMMUNITIES SERVED BY THE ARK-LA-TEX REGION, AS WELL AS GRANTS MADE BY CHRISTUS HEALTH ARK-LA-TEX TO OTHER NONPROFIT ORGANIZATIONS. ALL GRANTS MADE TO OUTSIDE ORGANIZATIONS THROUGH THE CHRISTUS FUND ARE MADE TO NONPROFIT ORGANIZATIONS THAT SUPPORT THE HEALTH OF THE COMMUNITY. CHRISTUS HEALTH HAS ALSO ESTABLISHED AN EDUCATION AND RESEARCH FUND. CHRISTUS HEALTH ARK-LA-TEX RECEIVED $30,780 FROM THE FUND AND USED SUCH RESOURCES TO BENEFIT THE COMMUNITY BY PROVIDING RESEARCH AND EDUCATIONAL PROGRAMS SPONSORED BY THE REGION. INDIGENT FUNDING EXPENSE TO NONPROFIT ORGANIZATIONS OF $6,316,425 IS INCLUDED IN SCHEDULE H, PART I, LINE 7(I). INDIGENT FUNDING EXPENSE TO FOR PROFIT ORGANIZATIONS OF $1,167,465 IS NOT INCLUDED IN SCHEDULE H, PART I, LINE 7(I). BAD DEBT REPORTING IN ACCORDANCE WITH HFMA STATEMENT 15 PART III, SECTION A, LINE 1 CHRISTUS HEALTH FOLLOWS IN PRINCIPLE HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT NO. 15. THE SYSTEM HAS ADOPTED AN UNCOMPENSATED CARE POLICY WHERE REVENUE FROM SERVICES PROVIDED TO THE UNINSURED IS RECOGNIZED AT THE TIME OF PAYMENT, RATHER THAN AT THE TIME OF SERVICE. THIS POLICY IS THE RESULT OF A LACK OF REASONABLE ASSURANCE OF COLLECTION FOR SERVICES PROVIDED TO THE UNINSURED DUE TO THE SYSTEM'S HISTORICALLY LOW COLLECTION RATE. MANAGEMENT HAS ESTIMATED THE DIFFERENCE BETWEEN RECORDING REVENUE FROM UNINSURED ON A CASH BASIS, RATHER THAN THE ACCRUAL BASIS, IS IMMATERIAL. ACCORDINGLY, ALL ACCOUNTS RECEIVABLE FROM THE UNINSURED HAVE BEEN FULLY RESERVED IN THE ALLOWANCE FOR UNCOMPENSATED CARE. BAD DEBT EXPENSE (AT COST) PART III, SECTION A, LINE 2 The organization uses Form 990, Schedule H, Worksheet A to determine the bad debt expense at cost reported at Schedule H, Part III, Section A, Line 2 using the cost-to-charge ratio calculated at Form 990, Schedule H, worksheet 2, Line 11. The organization's total bad debt expense attributable to patient charges (total of all hospital facilities) is in accordance with the organization's financial statements. Bad debt expense is net of: (1) contractual allowances, (2) payments received and (3) recoveries of bad debt previously written off. EST OF BAD DEBT EXP ATTRIB. TO PTNT'S ELIG. UNDER ORG'S CHRTY CARE PRV PART III, SECTION A, LINE 3 IN ORDER TO ESTIMATE THE AMOUNT OF THE ORGANIZATION'S BAD DEBT EXPENSE (AT COST) ATTRIBUTABLE TO PATIENTS WHO ARE ELIGIBLE UNDER THE ORGANIZATION'S CHARITY CARE POLICY, THE FOLLOWING CRITERIA WERE USED TO DETERMINE THE INCLUSION OF A PATIENT ACCOUNT: (1) THE ACCOUNTS HAD NO PATIENT PAYMENTS NOTED, (2) THE ACCOUNTS ARE ALL TRUE SELF-PAY WHERE THE INDIVIDUALS LACK INSURANCE COVERAGE, (3) THE PATIENTS/ GUARANTOR ARE UNEMPLOYED FOR THE MOST PART, (4) THE ACCOUNTS HAVE LIMITED CONTACT INFORMATION WITH REPEATED RETURN MAIL AND A POSSIBLE PHONE NUMBER OR NO PHONE NUMBER WITH AN ADDRESS, (5) THE ACCOUNTS IN THE BRONZE CATEGORY OF THE ORGANIZATION'S SCORING MODEL INDICATE THAT THE ACCOUNTS HAVE LITTLE TO NO CONTACT INFORMATION AND SCORE VERY LOW ON THE COLLECTABILITY/PROBABILITY SCALE. THE BRONZE SECTION USUALLY REPRESENTS ONLY 5 PERCENT OF ALL MONIES RECOVERED. The amount of the organization's bad debt expense at cost attributable to patients who are eligible under the organization's charity care policy is determined using the cost-to-charge ratio calculated on Form 990, Schedule H, Worksheet 2. In addition to screening patients to determine the applicability of financial assistance and charity care at the time of admission and discharge, CHRISTUS Health follows a policy and supporting procedures for reviewing all active self-pay patient receivables. The screening procedures subsequent to discharge to determine charity care and discount applicability include reviewing the attending hospital's records including patient submitted charity care applications or other financial information, making contact with patients through mailed notice followed by phone call, using a financial assistance questionnaire, using software that provides household/income data statistics and credit reports. As a result of the aforementioned steps, the amount reported as bad debt expense at cost attributable to patients who are eligible under the organization's charity care policy is relatively small. Part I, Line 7b Unreimbursed Medicaid CHRISTUS Health Ark-LA-TEX reinvests all surplus funds back in to the communities we serve through expanded health services, new technologies, and better facilities. COMMUNITY BENEFITS REPORT PART VI, LINE 8 A COMMUNITY BENEFIT REPORT IS FILED FOR THE STATE OF TEXAS IN THE FORM OF THE ANNUAL STATEMENT OF COMMUNITY BENEFITS STANDARD (ASCBS) FORM AS REQUIRED BY THE HEALTH AND SAFETY CODE, SECTIONS 311.045 AND 311.046, NONPROFIT HOSPITALS ARE REQUIRED TO FILE THE ASCBS FORM AND ANNUAL REPORT OF THE COMMUNITY BENEFITS PLAN WITH THE TEXAS DEPARTMENT OF STATE HEALTH SERVICES (DSHS). THE 2009 ASCBS FORM IS EXPANDED TO COLLECT THE INFORMATION ON CHARITY CARE POLICIES AND COMMUNITY BENEFITS IN A STANDARDIZED FORMAT. ALL CHRISTUS HEALTH ENTITIES INCLUDING FACILITIES LOCATED IN STATES THAT DO NOT REQUIRE ANNUAL COMMUNITY BENEFIT REPORTING (I.E., LOUISIANA, AND NEW MEXICO), FOLLOW THE SAME REPORTING RULES AS OUTLINED IN THE CATHOLIC HEALTH ASSOCIATION GUIDE TO PLANNING AND REPORTING COMMUNITY BENEFIT, COPYRIGHT 2008. TOTAL COMMUNITY BENEFIT FOR CHRISTUS HEALTH IS ALSO REPORTED IN THE ANNUAL REPORT PREPARED AND DISTRIBUTED BY THE SYSTEM OFFICE. Part VI, Line 2 CHRISTUS Health Ark-La-Tex, in collaboration with area community stakeholders including Community Health Centers of Arkansas, Inc. (CHCA) and Arkansas Primary Care Association, developed the 2009 Community Benefit Plan based on updates to an initial plan completed in 1995. A focus group conducted community meetings to examine and affirm findings of the community health needs, time and resources required to address all of the unmet needs in the CHRISTUS Ark La Tex region. The group has committed to continue work related to the community health needs assessment in the Ark-La-Tex Region for the long-term. CHRISTUS Health Ark-La-Tex and the focus group recognized the need for a 20-year plan based on the Texarkana Chamber of Commerce development of the "Bowie Miller Vision 20/20," a process of taking the ideas of many and making them a road map that will define our future health care needs, support disease prevention, and support the health improvement activities of Bowie and Miller counties with specific and measurable objectives. A benchmark committee will monitor the progress being made on each goal included in the vision. The action plan will be reviewed annually and reported to the steering committee. Part VI, Line 3 CHRISTUS Health Ark-La-Tex makes every effort to educate patients on its Charity and Discount Policy and about their eligibility for assistance under federal, state, or local government programs during registration, pre registration (for scheduled tests and surgeries), post registration (during their hospitalization) and following discharge (telephone or written inquiry) in languages appropriate for the population being served. Patients are given information and forms by a financial counselor who helps them complete the forms during their inpatient and outpatient visits. Patients are asked to bring or mail supporting documentation to determine income, assets and household expenses. The Business Office reviews the application based on the information provided by the patient. If the patient qualifies for charity care or a discount, a new bill is generated. Patients who do not provide the required documentation are considered ineligible and are billed accordingly. If the documentation is provided at a later time, the patient may then be determined to be eligible for charity care or a discount. Documentation is retained by the billing office for seven years. A public notice regarding the charity care policy is posted in prominent places throughout the hospital, including but not limited to the emergency room waiting area, and the admissions office waiting area, as required by both the State of Texas Community Benefit Standard (which addresses the duties and responsibilities of nonprofit hospitals) and CHRISTUS Health Community Benefit Guidelines #050. In addition, a public notice regarding the charity care policy and information on financial assistance are also posted on the CHRISTUS HEALTH Website. The information on financial assistance includes explanations on the availability of financial assistance, who qualifies, and how to apply for financial assistance. Part VI, Line 4 CHRISTUS Health Ark-La-Tex is located in Texarkana, Texas and services northeast Texas, northwest Louisiana, southwest Arkansas, and southeast Oklahoma, which covers a population of approximately 338,000 persons. Texarkana, Texas and Texarkana, Ark. are the largest cities in the region, making up approximately 50 percent of the total population. They are located in Bowie and Miller Counties, respectively. The population consists of over 70 percent Caucasians and over 20 percent African-Americans according to 2000 census data. Over 70 percent of the residents are high school graduates. The median household income was $41,822 for Bowie County and $37,106 for Miller County as of 2007. Each county is below their respective state's median household income. Miller County is 42.5 percent below 200 percent of the Federal Poverty Level (FPL) and Bowie County is 37.5 percent of the FPL. According to a 2008 Arkansas Department of Health and Human Services report, over 31 percent of the population of Miller County and 14.5 percent of the population in Bowie County is eligible for Medicaid. According to 2006 U.S. Census information, 17.8 percent of the population of Miller County and 18.6 percent of the population in Bowie County, Texas are 64 years of age and under are uninsured. CHRISTUS Health Ark-La-Tex touches the lives of the people throughout the region because of its commitment to underserved and medically needy populations. CHRISTUS Health Ark-La-Tex provides the best care possible regardless of an individual's ability to pay. Part VI, Line 5 The CHRISTUS Health Advocacy department works in partnership with local, state and federal policy makers to ensure activities and programs are in place that will enhance public health through improved access to health services and advance general knowledge. During FY 2010, CHRISTUS Health advocated for improving public policies, working to establish and in some instances augment grassroots advocacy and greater access to healthcare services for the constituents we serve. Advocacy efforts focus on the needs of children and seniors, as well as other vulnerable populations, to promote programs such as health screenings and education for early detection of cancer and heart disease, and immunizations. Part VI, Line 6 CHRISTUS Health Ark-La-Tex responds to the health care needs of the community through services provided at CHRISTUS St. Michael System, which includes CHRISTUS St. Michael Hospital, a 312-bed acute care hospital, 50-bed CHRISTUS St. Michael Rehabilitation Hospital, CHRISTUS St. Michael Outpatient Rehabilitation Center, CHRISTUS St. Michael Health & Fitness Center and CHRISTUS St. Michael Imaging Center. CHRISTUS Health Ark-La-Tex provides a 24 hour emergency room that is open to serve all those in need of emergency care, regardless of their ability to pay. CHRISTUS Health Ark-La-Tex has part ownership in Bowie Country Clinical Services, Inc. providing physician health care services to Medicaid patients. Through Arkansas Integrated Community Health Network, Inc., CHRISTUS Health Ark-La-Tex has an indirect ownership interest in: one diagnostic imaging facility- Texarkana P.E.T. Imagining Institute, L.P., one endoscopy center - TGLP, L.P. and one ambulatory surgery center- Northeast Texas Surgery Center, L.P. CHRISTUS Health Ark-La-Tex works to strengthen accessibility of quality comprehensive health care services for all, especially the vulnerable and underserved populations. Texarkana has a population of approximately 130,000 persons. Texarkana, Texas and Texarkana, Ark. are the largest cities with approximately 50 percent of the total population served by CHRISTUS Health Ark-La-Tex. Rooted in our mission and tradition, the founders and sponsors of CHRISTUS Health are constantly seeking innovative ways of delivering quality health care that is both affordable and accessible to all. Collaborative efforts with Texarkana Community Clinic, All for Kids Pediatric Clinic, and Randy Sams Homeless Shelter provide primary care to meet the needs of the poor, underserved, and homeless. CHRISTUS Health Ark-La-Tex also supports the needs of special populations in the community by providing education for early detection of cancer and heart disease and health screenings and immunizations for disease detection and prevention with special attention given to children, seniors, and other vulnerable populations. CHRISTUS Health Ark-La-Tex provides a full range of inpatient and outpatient services to the people from the communities it serves. It conducts its activities and serves its health care mission without regard to race, color, creed, religion, gender, orientation, disability, age or national origin. CHRISTUS Health Ark-La-Tex collaborates with communities, churches, businesses, and other health care organizations to strengthen its role as a major provider of comprehensive accessible health care services. CHRISTUS Health Ark-La-Tex provides medication assistance for community residents who are unable to afford the medications they need. The hospitals work with community pharmacies and other pharmaceutical companies to identify these patients and then distribute the needed medications to them. Collaborative efforts with Texarkana Community Clinic, All for Kids Pediatric Clinic and Randy Sams Homeless Shelter provide primary care to meet the needs of the poor, underserved and homeless. CHRISTUS Health Ark-La-Tex also supports the needs of special populations in the community by providing health screenings and education for early detection of cancer and heart disease, and screenings and immunizations for children through a mobile health clinic. Health education programs, screenings and adult immunizations assist other targeted populations such as persons age 65 or older and African-Americans. "COMMUNITY SERVICES FOR A BROADER COMMUNITY" is also a part of CHRISTUS Health Ark-La-Tex's overall community benefit. The greatest share of these expenses is for educating health professionals (Graduate Medical Education, nursing students, allied health professionals, pharmacists, etc). Helping to prepare future health care professionals is a distinguishing characteristic of not-for-profit health care and constitutes a significant community benefit. CHRISTUS Ark-La-Tex had over $988,000 in health professions education during FY2010 that included student internships, clinical experience and other education for physicians, nurses, technicians, administrators, social workers, therapists and pastoral care professionals. CHRISTUS Health has established the CHRISTUS Fund to provide resources to not-for-profit agencies and groups whose vision, mission and goals are consistent with CHRISTUS Health's mission, values and philosophy of a healthy community. We believe that by working together, we can make a profound difference in the quality of peoples' lives and create sustainable health in our communities. During FY2010, the total grant money distributed to the Ark-La-Tex region was $166,427. The cost of these grants is not included in the Program Service Expenses for CHRISTUS Ark-La-Tex. A large percentage of the grants were used to provide interim primary care services for the uninsured of Texarkana and for a Care Transition Intervention program. The Care Transition Intervention program is focused on improving health outcomes and reducing hospital readmissions for the chronic care population. CHRISTUS Health Ark-La-Tex also used cash donations as a vehicle to help our communities. Cash donations, in addition to grants awarded through the CHRISTUS Fund, support causes like the fight against cancer, diabetes, heart disease, provision of a continuum of care for our elderly, HIV/AIDS, and many other equally worthy purposes. As a not for profit organization and as part of CHRISTUS Health, a regional governing board comprised largely of independent community members representing the makeup of the area we serve guides CHRISTUS Health Ark-La-Tex. We are privileged to have an open medical staff comprised of qualified physicians who work with us to provide care to our communities. All qualified physicians who are granted privileges to serve with us in our hospitals must undergo a thorough and comprehensive credentialing and orientation process. All persons employed and affiliated with CHRISTUS Ark-La-Tex are required to complete annual conflict of interest statements. CHRISTUS Health Ark-La-Tex reinvests all surplus funds back in to the communities we serve through expanded health services, new technologies, and better facilities. Part VI, Line 7 CHRISTUS Health Ark-La-Tex is part of CHRISTUS Health, an international, Catholic, faith based, nonprofit health system comprised of almost 350 services and facilities including more than 50 hospitals and long term care facilities, 175 clinics and outpatient centers, and other community health ministries and community development ventures. CHRISTUS services can be found in: Arkansas, Georgia, Iowa, Louisiana, Missouri, New Mexico, Texas and in six provinces of Mexico. A common mission, core values and vision unite the allied health system. Each region, including CHRISTUS Health Ark-La-Tex, develops five-year and 10-year strategic plans that helps set the yearly operational plans and budgets. Regional strategic goals are set in collaboration with CHRISTUS Health and include metrics that will be used to measure community benefit, clinical outcomes, patient satisfaction and Associate engagement. CHRISTUS Health provides updated market, demographics, and health indicator data on an annual basis. In addition, CHRISTUS Health Ark-La-Tex works closely with the CHRISTUS Community Health Council to meet system wide initiatives for addressing community needs. Currently, these initiatives include increasing access to primary care, avoiding Emergency Department visits and preventable hospitalizations, a case management program for patients of our clinics with chronic illnesses, diabetes education, and creating affordable senior housing opportunities in the region. The data supplied from CHRISTUS Health along with the system wide strategic initiatives are consistent with the community needs assessment of the region. CHRISTUS Health Ark-La-Tex, in turn, partners with other nonprofit groups (churches, health care providers, and government agencies) to create collaborations where health needs can be addressed and the general health of individuals and the community is improved. TX true Susan G Komen for the Cure 5005 LBJ Freeway Ste 250 DALLAS TX 75244 751835298 501(C)(3) 14031 BREAST CANCER RESEARCH, EDUCATION, SCREENING AND TREATMENT Domestic Violence Prevention Inc PO Box 712 Texarkana TX 75504 751688689 501(C)(3) 6269 cost Miscellaneous items PREVENTION OF DOMESTIC & SEXUAL VIOLENCE UNIV OF ARKANSAS AREA HEALTH EDU CENTER SW 300 EAST 6TH STREET Texarkana AR 71854 716046242 501(C)(3) 164092 CHRISTUS GRANT FOR RESIDENCY PROGRAM SUPPORT (Pass Thru Grant) UNIV OF ARKANSAS AREA HEALTH EDU CENTER SW 300 EAST 6TH STREET Texarkana AR 71854 716046242 501(C)(3) 1346848 MEDICAL EDUCATION PROGRAM SUPPORT UNIV OF ARKANSAS AREA HEALTH EDU CENTER SW 300 EAST 6TH STREET Texarkana AR 71854 716046242 501(C)(3) 422106 SUPPORT FOR COMMUNITY CLINIC WADLEY REGIONAL MEDICAL CENTER 1000 PINE STREET TEXARKANA TX 75501 264178850 356489 INDIGENT HLTHCARE SERV FUNDING BOWIE CNTY CLINICAL SERVICES CHRISTUS SANTA ROSA HEALTH SYSTEM 333 N SANTA ROSA ST SAN ANTONIO TX 78207 741109665 501(C)(3) 6912442 INDIGENT HLTHCARE SERV FUNDING BOWIE COUNTY CLINICAL SERVICES 26000 ST MICHAEL DRIVE TEXARKANA TX 75503 113794900 214959 INDIGENT HLTHCARE SERV FUNDING BOWIE CNTY 4 2 Description of Organization's Procedures for Monitoring the Use of Grants Form 990, Schedule I The Organization follows CHRISTUS Health Management Directive No. 0006, "Contributions/Donations to Other Organizations". Before any donation is made, two criteria are addressed: (1) Organization Test and (2) IRS Tests. The organization test ensures that donations are exclusively for charitable, scientific, educational, and religious purposes, and in furtherance of our purpose of supporting the healing ministry of Jesus Christ and advancing, promoting, and supporting the healthcare ministries of the Sponsoring Congregations. Contributions can be made to support CHRISTUS System members and to other qualifying tax-exempt organizations, particularly those designed to support and benefit the poor and underserved. The organization considered for donations must be an IRS Section 501(c)(3) organization and documentation to that effect obtained. To satisfy the IRS tests contributions given must be dedicated to achieving charitable purposes not for personal benefit but for public benefit. Contributions are prohibited to organizations that contribute to political campaigns, candidates for office, or conduct more than incidental lobbying. Documentation must support how the donation meets organizational purposes and furtherance of mission. Donations should be modest in scope. In addition to following CHRISTUS Health Management Directive No. 0006, the organization has additional guidelines and procedures for grant-making. In accordance with the organization's donation policy, Priority will be given to Charity Cases as follows: (a) Services and contributions to organizations which provide care for the poor and underserved; (b) health education and prevention; and (c) other health related causes. All requests for contributions, sponsorships, etc., regardless of amount, must be submitted in writing to the CHRISTUS St. Michael Foundation Director. Documentation must support how the donation meets organizational purposes particularly relating to the healing ministry and health care. The filing organization provides indigent funding grants to the counties in which it serves via grants paid to other hospitals AND HEALTHCARE ORGANIZATIONS located within such counties. This charitable donation helps relieve the additional expense of healthcare for the indigent population within our communities that the filing organization may not directly serve in one of its hospitals. This is a result of our mission to extend the healing ministry of Jesus Christ, especially to the poor and underserved. X true true false true false false false false false false false Chris Karam 299765 0 57843 0 21627 0 72517 0 19858 0 471610 0 0 0 Shawn Barnett 202336 0 38480 0 1761 0 48216 0 17375 0 308168 0 0 0 G Michael Finley MD 262822 0 55040 0 0 0 73665 0 17291 0 408818 0 0 0 John Edward Phillips 169462 0 34145 0 0 0 37705 0 15618 0 256930 0 0 0 Nancy Keenan 161487 0 32768 0 5432 0 36009 0 16611 0 252307 0 0 0 William L Waldrum 147985 0 646 0 4704 0 13465 0 8783 0 175583 0 0 0 Aloma Gender 125450 0 24690 0 18502 0 15217 0 13866 0 197725 0 0 0 Ronald Dale Ryan 142137 0 20319 0 37 0 17677 0 6787 0 186957 0 0 0 Supplemental Compensation Information Form 990, Part VII, Question 1a and Schedule J, Part II DIRECTORS AND EX-OFFICIO DIRECTORS PROVIDE THEIR SERVICES AS MEMBERS OF THE BOARD WITHOUT COMPENSATION OR BENEFITS. ANY COMPENSATION AND BENEFITS DISCLOSED FOR SUCH PERSONS IS EARNED IN THE RESPECTIVE INDIVIDUAL'S ROLE AS AN OFFICER OR EMPLOYEE OF THE ORGANIZATION, NOT FOR THE INDIVIDUAL'S ROLE AS A BOARD MEMBER OR DIRECTOR. SISTERS' COMPENSATION IS PAID TO THE RELIGIOUS CONGREGATION AND NOT THE INDIVIDUAL. OFFICERS, KEY EMPLOYEES AND HIGHEST PAID EMPLOYEES ARE FULL-TIME EMPLOYEES. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS. VERNON C. SHAFFER, MD RECEIVED $14,925 FOR SERVICES AS A MEDICAL DIRECTOR. JAMES M. HURLEY, MD RECEIVED $5,008 FOR SERVICES AS A MEDICAL DIRECTOR. LOWELL E. VEREEN, MD RECEIVED $266 FOR SERVICES AS A MEDICAL DIRECTOR. THE THREE AFOREMENTIONED MEDICAL DIRECTORS RECEIVED NO COMPENSATION FOR SERVING AS DIRECTORS. SUPPLEMENTAL COMPENSATION INFORMATION FORM 990, SCHEDULE J, PART I, LINES 1 AND 2 CHRIS KARAM, THE ORGANIZATION'S PRESIDENT/CEO, WAS REIMBURSED FOR AND TAXED ON $332 FOR SPOUSAL TRAVEL. RELATED ORGANIZATION 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 A 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 NONQUALIFIED RETIREMENT PLAN PAYMENT FORM 990, SCHEDULE J, PART I, LINE 4B ALOMA GENDER WAS PAID $8,008 DURING CALENDAR YEAR 2009 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. SUPPLEMENTAL COMPENSATION INFORMATION FORM 990, SCHEDULE J, PART II W-2 COMPENSATION MAY INCLUDE PAYMENTS RELATED TO COMPENSATION DEFERRED IN PRIOR YEARS. DEFERRED COMPENSATION MAY INCLUDE DEFERRALS OF CURRENT YEAR COMPENSATION UNDER EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN AND PENSION RESTORATION PLAN. COMPENSATION FOR ALOMA GENDER INCLUDES PAYMENTS FROM EXECUTIVE DEFERRED INCOME ACCOUNT and SUPPLEMENTAL EXECUTIVE RETENTION AND RETIREMENT PLAN EARNED AND PAID IN 2009 UNDER TERMS OF THE AFOREMENTIONED PLANS. COMPENSATION FOR THE FOLLOWING PEOPLE INCLUDES PAYMENTS FROM EXECUTIVE DEFERRED INCOME ACCOUNT VESTED AND DUE IN 2009 UNDER TERMS OF THE PLAN: Chris Karam, Shawn Barnett and Nancy Keenan. SUPPLEMENTAL COMPENSATION INFORMATION FORM 990, SCHEDULE J, PART II, COLUMN B(II) BONUS AND INCENTIVE COMPENSATION INCLUDES AMOUNTS THAT WERE DEFERRED IN A PRIOR YEAR BUT PAID OUT IN CALENDAR YEAR 2009. DEFERRED COMPENSATION FORM 990, SCHEDULE J, PART II, COLUMN C DEFERRED COMPENSATION INCLUDES EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, EMPLOYER CONTRIBUTION TO 403(B) MATCHED SAVINGS PLAN, PENSION RESTORATION PLAN AND ESTIMATED PENSION BENEFITS UNDER CHRISTUS HEALTH CASH BALANCE PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT CASH BALANCE PLAN AT 6% OF PENSIONABLE EARNINGS. SOME ASSOCIATES ARE GRANDFATHERED UNDER AN EARLIER PENSION PLAN. THESE GRANDFATHERED PARTICIPANTS, BASED ON COMPUTATION AT THE TIME OF THEIR RETIREMENT, WILL RECEIVE THE LARGER OF THE RETIREMENT BENEFIT COMPUTED UNDER THE CASH BALANCE PLAN COMPARED TO THE PREVIOUS PENSION PLAN. DUE TO THE COMPLEXITY OF CALCULATING AN ACCURATE BENEFIT COST FOR GRANDFATHERED PARTICIPANTS, THE FORM 990 REPORTS AS PENSION BENEFITS THEIR ANNUAL ESTIMATED CASH BALANCE PLAN ACCRUAL. SUPPLEMENTAL COMPENSATION INFORMATION FORM 990, Part VII, Section A, Line 1 SISTER DAMIEN MURPHY, WHO WOULD BE LISTED AS A FIVE HIGHEST COMPENSATED EMPLOYEE ON PART VII, RECEIVES COMPENSATION, BUT HER COMPENSATION IS PAID DIRECTLY TO THE RELIGIOUS CONGREGATION AND NOT TO HER INDIVIDUALLY. SINCE THIS COMPENSATION GOES TO THE CONGREGATION, NO FORM W-2 IS ISSUED, AND THUS NO AMOUNTS ARE LISTED AT SCHEDULE J-2. FOR INFORMATIONAL PURPOSES, COMPENSATION PAID FROM THE ORGANIZATION ON HER BEHALF WAS $177,234. SISTER MICHELE O'BRIEN RECEIVES COMPENSATION, BUT HER COMPENSATION IS PAID DIRECTLY TO THE RELIGIOUS CONGREGATION AND NOT TO HER INDIVIDUALLY. SINCE THIS COMPENSATION GOES TO THE CONGREGATION, NO FORM W-2 IS ISSUED, AND THUS NO AMOUNTS ARE LISTED AT SCHEDULE J-2. FOR INFORMATIONAL PURPOSES, COMPENSATION PAID FROM THE ORGANIZATION ON HER BEHALF WAS $3,711. X 3 29382 cost / selling price false true true FORM 990, SCHEDULE M, PART 1, LINE 32A CHRISTUS HEALTH ARK-LA-TEX USED AN INVESTMENT FIRM TO SELL THE NONCASH CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES. Schedule O - Supplemental Information Description of Other Program Services FORM 990, PART III, Question 4d COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED ROOTED IN OUR MISSION AND TRADITION, THE FOUNDERS AND SPONSORS OF CHRISTUS HEALTH AND THOSE WHO CO-MINISTER WITH THEM SEEK NEW AND INNOVATIVE WAYS OF DELIVERING QUALITY HEATH CARE THAT IS BOTH AFFORDABLE AND ACCESSIBLE TO ALL. TODAY, MORE THAN EVER, WE MUST AIM TO IMPROVE THE TOTAL HEALTH STATUS OF THE COMMUNITY THROUGH PROGRAMS THAT PLACE OUR SERVICES WHERE THEY ARE NEEDED MOST, WITH SPECIAL ATTENTION AND PREFERENCE GIVEN TO PROGRAMS THAT SUPPORT AND BENEFIT THE HEALTH AND WELFARE OF THE POOR AND UNDERSERVED. COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED REPRESENT THE UNPAID COST OF SERVICES PROVIDED FOR WHICH A PATIENT IS NOT BILLED, OR FOR WHICH A FEE HAS BEEN ASSESSED THAT RECOVERS ONLY A PORTION OF THE COST OF THE RENDERED SERVICE. THIS CATEGORY INCLUDES INITIATIVES THAT REACH OUT TO THOSE IN NEED THROUGH COMMUNITY HEALTH AND SOCIAL PROGRAMS. THESE PROGRAMS SEEK JUSTICE FOR THE VULNERABLE AND WORK TO BRING ABOUT CHANGES IN OUR POLITICAL AND ECONOMIC SYSTEMS. THE PROGRAMS COVER A BROAD SPECTRUM OF SERVICES FROM CHARITY CLINICS TO IMMUNIZATIONS FOR CHILDREN AND SENIORS, TRANSPORTATION SERVICES, AND A VARIETY OF OTHER SOCIAL SERVICES. CHRISTUS HEALTH ARK-LA-TEX PROVIDES MEDICATION ASSISTANCE FOR COMMUNITY RESIDENTS WHO ARE UNABLE TO AFFORD THE MEDICATIONS THEY NEED. THE HOSPITALS WORK WITH COMMUNITY PHARMACIES AND OTHER PHARMACEUTICAL COMPANIES TO IDENTIFY THESE PATIENTS AND THEN DISTRIBUTE THE NEEDED MEDICATIONS TO THEM. COLLABORATIVE EFFORTS WITH TEXARKANA COMMUNITY CLINIC, ALL FOR KIDS PEDIATRIC CLINIC AND RANDY SAMS HOMELESS SHELTER PROVIDE PRIMARY CARE TO MEET THE NEEDS OF THE POOR, UNDERSERVED AND HOMELESS. CHRISTUS HEALTH ARK-LA-TEX ALSO SUPPORTS THE NEEDS OF SPECIAL POPULATIONS IN THE COMMUNITY BY PROVIDING HEALTH SCREENINGS AND EDUCATION FOR EARLY DETECTION OF CANCER AND HEART DISEASE, AND SCREENINGS AND IMMUNIZATIONS FOR CHILDREN THROUGH A MOBILE HEALTH CLINIC. HEALTH EDUCATION PROGRAMS, SCREENINGS AND ADULT IMMUNIZATIONS ASSIST OTHER TARGETED POPULATIONS SUCH AS PERSONS AGE 65 OR OLDER AND AFRICAN-AMERICANS. CHRISTUS HEALTH HAS ESTABLISHED THE CHRISTUS FUND TO PROVIDE RESOURCES TO NOT-FOR-PROFIT AGENCIES AND GROUPS WHOSE VISION, MISSION AND GOALS ARE CONSISTENT WITH CHRISTUS HEALTH'S MISSION, VALUES AND PHILOSOPHY OF A HEALTHY COMMUNITY. WE BELIEVE THAT BY WORKING TOGETHER, WE CAN MAKE A PROFOUND DIFFERENCE IN THE QUALITY OF PEOPLES' LIVES AND CREATE SUSTAINABLE HEALTH IN OUR COMMUNITIES. DURING FY2010, THE TOTAL GRANT MONEY DISTRIBUTED TO THE ARK-LA-TEX REGION WAS $166,427. THE COST OF THESE GRANTS IS NOT INCLUDED IN THE PROGRAM SERVICE EXPENSES FOR CHRISTUS ARK-LA-TEX. A LARGE PERCENTAGE OF THE GRANTS WERE USED TO PROVIDE INTERIM PRIMARY CARE SERVICES FOR THE UNINSURED OF TEXARKANA AND FOR A CARE TRANSITION INTERVENTION PROGRAM. THE CARE TRANSITION INTERVENTION PROGRAM IS FOCUSED ON IMPROVING HEALTH OUTCOMES AND REDUCING HOSPITAL READMISSIONS FOR THE CHRONIC CARE POPULATION. SEVERAL CHRISTUS REGIONS PROVIDE INDIGENT FUNDING DONATIONS OR "GRANTS" TO AID THE COUNTIES IN WHICH THEY, OR ANOTHER CHRISTUS REGION, SERVE. SUCH GRANTS MAY BE PAID TO THE COUNTY DIRECTLY OR VIA ANOTHER HOSPITAL OR HEALTHCARE ORGANIZATION IN THE AREA. THIS CHARITABLE DONATION HELPS RELIEVE THE ADDITIONAL EXPENSE OF HEALTHCARE FOR THE INDIGENT POPULATION WITHIN OUR COMMUNITIES THAT CHRISTUS MAY NOT DIRECTLY SERVE IN ONE OF OUR HOSPITALS. THIS IS A RESULT OF OUR MISSION TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST, ESPECIALLY TO THE POOR AND UNDERSERVED. TOTAL PROGRAM SERVICE EXPENSE = $8,172,297 GRANTS = $7,484,166 TOTAL PROGRAM SERVICE REVENUE = $0 DESCRIPTION OF OTHER PROGRAM SERVICES FORM 990, PART III, QUESTION 4D COMMUNITY SERVICES FOR THE BROADER COMMUNITY THE GREATEST SHARE OF THESE EXPENSES IS FOR EDUCATING HEALTH PROFESSIONALS. IN ORDER TO PROVIDE CLINICALLY TRAINED PROFESSIONALS, CHRISTUS HEALTH ARK-LA-TEX COOPERATES WITH THE UNIVERSITY OF ARKANSAS MEDICAL SCIENCES AREA HEALTH EDUCATION CENTER-SOUTHWEST TO PROVIDE SUPPORT FOR SCHOOLS OF MEDICAL TECHNOLOGY, RADIOLOGY TECHNOLOGY, RADIOLOGY IMAGING/MEDICAL SONOGRAPHY TECHNOLOGY, NUCLEAR MEDICINE TECHNOLOGY AND RESPIRATORY. IN EFFORTS TO MEET THE NEEDS FOR PRIMARY CARE PHYSICIANS IN THE AREA, CHRISTUS PROVIDES SUPPORT FOR A THREE-YEAR PRIMARY CARE RESIDENCY PROGRAM FOR PHYSICIANS THROUGH THE UNIVERSITY OF ARKANSAS MEDICAL SCIENCES AREA HEALTH EDUCATION CENTER-SOUTHWEST. HELPING TO PREPARE FUTURE HEALTH CARE PROFESSIONALS IS A DISTINGUISHING CHARACTERISTIC OF NOT-FOR-PROFIT HEALTH CARE AND CONSTITUTES A SIGNIFICANT COMMUNITY BENEFIT. CHRISTUS HEALTH ALSO USED CASH DONATIONS AS A VEHICLE TO HELP OUR COMMUNITIES. WE MADE CASH DONATIONS, IN ADDITION TO GRANTS AWARDED THROUGH THE CHRISTUS FUND, TO SUPPORT CAUSES LIKE THE FIGHT AGAINST CANCER, PROVISION OF A CONTINUUM OF CARE FOR OUR ELDERLY, HIV/AIDS AND FOR MANY OTHER EQUALLY WORTHY PURPOSES. DURING FY2010, CHRISTUS HEALTH ADVOCATED FOR IMPROVING PUBLIC POLICIES, WORKING TO ESTABLISH AND IN SOME INSTANCES AUGMENT GRASSROOTS ADVOCACY FOR GREATER ACCESS TO HEALTH CARE SERVICES FOR THE CONSTITUENTS WE SERVE. TOTAL PROGRAM SERVICE EXPENSES = $3,488,155 GRANTS = $1,971,370 TOTAL PROGRAM SERVICE REVENUE = $0 Schedule O - Supplemental Information DESCRIPTION OF RELATIONSHIPS FORM 990, PART VI, QUESTION 2 CHRIS KARAM AND SHAWN BARNETT SERVE AS OFFICERS AND VERNON SHAFFER AND RICHARD HILLBORN SERVE AS DIRECTORS FOR ARK-LA-TEX HEALTH NETWORK. CHRIS KARAM AND SHAWN BARNETT SERVE AS OFFICERS AND SISTER DAMIAN MURPHY SERVES AS DIRECTOR OF ARKANSAS INTEGRATED COMMUNITY HEALTH NETWORK. CHRIS KARAM AND SHAWN BARNETT SERVE AS OFFICERS OF TGGP, L.L.C. CHRIS KARAM AND SHAWN BARNETT SERVE AS MANAGEMENT COMMITTEE MEMBERS OF SOUTHWEST HEALTH LINK, LLC. DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PART VI, QUESTION 6 CHRISTUS HEALTH IS THE SOLE CORPORATE MEMBER OF THE FILING ORGANIZATION. DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS FORM 990, PART VI, QUESTION 7A CHRISTUS HEALTH, THE SOLE CORPORATE MEMBER OF THE FILING ORGANIZATION, HAS THE POWER TO APPOINT ALL MEMBERS OF THE FILING ORGANIZATION'S GOVERNING BODY. DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS FORM 990, PART VI, QUESTION 7B CHRISTUS HEALTH'S BOARD OF DIRECTORS HAS THE FOLLOWING POWERS: APPROVE, CHANGE AND/OR INTERPRET THE FILING ORGANIZATION'S PHILOSOPHY, MISSION AND VISION; APPROVE THE ADOPTION OR AMENDMENT OF THE FILING ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS; APPOINT AND REMOVE MEMBERS OF THE FILING ORGANIZATION'S BOARD OF DIRECTORS; APPOINT AND REMOVE THE FILING ORGANIZATION'S CHAIR OF THE BOARD OF DIRECTORS AND VICE CHAIRPERSON OF BOARD OF DIRECTORS; APPROVE INCURRENCE OF DEBT THAT EXCEEDS $5 MILLION PER INCURRENCE OR $25 MILLION ANNUALLY; APPROVE ANY MERGER, CONSOLIDATION, ACQUISITION, DISSOLUTION OR LIQUIDATION BY THE FILING ORGANIZATION; APPROVE THE IMPLEMENTATION OF SYSTEM-WIDE POLICIES FOR THE FILING ORGANIZATION; APPROVE SYSTEM-WIDE CONSOLIDATED BUDGET AND PERFORMANCE INDICATORS FOR THE FILING ORGANIZATION; APPROVE THE INDEPENDENT AUDIT REPORTS OF THE FILING ORGANIZATION; APPROVE CAPITAL PROJECTS GREATER THAN $10 MILLION FOR THE FILING ORGANIZATION; APPROVE ANY TRANSACTION BY THE FILING ORGANIZATION THE EFFECT OF WHICH IS TO CREATE A NEW LEGAL ENTITY OR JOINT VENTURE, ANY TRANSACTION INVOLVING A SYSTEM PARTICIPANT OR LOCAL ENTITY WHICH CREATES A NEW LEGAL ENTITY OR JOINT VENTURE, OR CHANGES IN BUSINESS PURPOSE OR RELATIONSHIP OF ANY LOCAL ENTITY; AND APPROVE AND AUTHORIZE ACTIONS RESERVED IN ORGANIZATION DOCUMENTS OR SIMILAR GOVERNANCE DOCUMENTS. THE CHRISTUS HEALTH CEO HAS THE FOLLOWING POWERS: POWER TO APPOINT AND REMOVE THE PRESIDENT OF THE FILING ORGANIZATION; APPROVE THE SALE, LEASE, MORTGAGE, TRANSFER, EASEMENT OR ENCUMBRANCE OF THE FILING ORGANIZATION'S REAL PROPERTY DESIGNATED AS NON-DESIGNATED MINISTRY PROPERTY UNDER $5 MILLION BUT MORE THAN $1 MILLION; APPROVE THE INCURRENCE OF DEBT UP TO A $5 MILLION CAP OR $25 MILLION ANNUALLY BY THE FILING ORGANIZATION; APPROVE STRATEGIC PLANS OF THE FILING ORGANIZATION; APPROVE THE FILING ORGANIZATION'S BUDGET; SET THE THRESHOLD OF CAPITAL PROJECTS LESS THAN $10 MILLION BY THE FILING ORGANIZATION; AND APPROVE MANAGEMENT DIRECTIVES FOR THE FILING ORGANIZATION. THE CHRISTUS HEALTH MEMBERS ARE THE CONGREGATION OF SISTERS OF CHARITY OF THE INCARNATE WORD, HOUSTON, TEXAS AND THE CONGREGATION OF SISTERS OF CHARITY OF THE INCARNATE WORD (OF SAN ANTONIO). THE CHRISTUS HEALTH MEMBER HAS THE FOLLOWING POWERS: APPROVE THE ADOPTION AND AMENDMENT OF ARTICLES OF INCORPORATION AND BYLAWS OF THE FILING ORGANIZATION IF THE CHANGE IS RELATED TO RESERVED POWERS OF MEMBERS; APPROVE THE SALE, LEASE, MORTGAGE, TRANSFER, EASEMENT OR ENCUMBRANCE OF REAL PROPERTY IN EXCESS OF A $5 MILLION THRESHOLD DOLLAR AMOUNT REQUIRED BY CANON LAW FOR THE FILING ORGANIZATION; APPROVE THE SALE, LEASE, MORTGAGE, TRANSFER, EASEMENT, OR ENCUMBRANCE OF REAL PROPERTY DESIGNATED AS DESIGNATED MINISTRY PROPERTY BY THE FILING ORGANIZATION, BUT NOT IN EXCESS OF $5 MILLION; APPROVE THE CHANGE OF OWNERSHIP, MANAGEMENT OR CONTROL, (EXCEPT IN THE ORDINARY COURSE OF BUSINESS OFFICE AND SPACE LEASES) THE FUNDAMENTAL USE BY CHANGE IN LICENSE THAT WOULD SIGNIFICANTLY CHANGE A FACILITY, OR THE ELIMINATION OF OB, PED, PSYCH OR EMERGENCY SERVICES ON REAL PROPERTY PROVIDED IN CONNECTION WITH DESIGNATED MINISTRY PROPERTY OWNED BY THE FILING ORGANIZATION; AND APPROVE THE MERGER, CONSOLIDATION, ACQUISITION, DISSOLUTION OR LIQUIDATION OF THE FILING ORGANIZATION IF IT OWNS DESIGNATED MINISTRY PROPERTY. EXPLAIN HOW ORG ENSURES LOCAL UNIT ACTIVITIES ARE CONSISTENT WITH ITS OWN FORM 990, PART VI, QUESTION 10B CHRISTUS ST. MICHAEL HEALTH SYSTEM AUXILIARY IS TREATED AS A DEPARTMENT (OPERATES UNDER THE SAME TAX ID NUMBER AS CHRISTUS HEALTH ARK-LA-TEX) AND IS REQUIRED TO FOLLOW CHRISTUS ST. MICHAEL'S POLICIES AND PROCEDURES. THE CEO/PRESIDENT OR DESIGNEE (SISTER DAMIAN MURPHY, VP OF MISSION INTEGRATION) IS A MEMBER OF THE AUXILIARY BOARD. VOLUNTEERS ARE SUPERVISED AND OPERATE UNDER THE DIRECTION OF SISTER DAMIAN MURPHY. NEW VOLUNTEER CANDIDATES ARE REQUIRED TO SUBMIT APPLICATIONS, UNDERGO BACKGROUND CHECKS AND COMPLETE OTHER REQUIREMENTS THAT ARE APPLICABLE TO CHRISTUS ST. MICHAEL APPLICANTS. ALL VOLUNTEERS ARE REQUIRED TO ATTEND ORIENTATION, SIGN CODE OF ETHICS, COMPLETE THE CONFLICT OF INTEREST STATEMENTS, ETC., ALL OF WHICH ARE RETAINED ON FILE. REVENUES AND EXPENSES ARE SUBMITTED TO THE ACCOUNTING DEPARTMENT AT MONTH-END CLOSE AND EACH MONTH ARE RECORDED ON THE CHRISTUS ST. MICHAEL FINANCIAL STATEMENTS AND ARE INCLUDED IN AUDITS. THE ACCOUNTING DEPARTMENT RETAINS COPIES OF ALL BANK STATEMENTS, DEPOSITS, AND DISBURSEMENTS. THE ACCOUNTING DEPARTMENT RECONCILES THE MONTHLY BANK STATEMENTS. DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, QUESTION 11 THE FORM 990 IS PREPARED AND REVIEWED BY THE ORGANIZATION'S EXTERNAL INDEPENDENT ACCOUNTANTS. THE CHRISTUS HEALTH ACCOUNTING DEPARTMENT WORKS WITH AN EXTERNAL ACCOUNTING FIRM IN PREPARATION AND REVIEW OF THE FORM 990. THE FILING ORGANIZATION'S CFO, OR OTHER DESIGNEE, REVIEWS THE FORM 990. THE FINAL FORM 990 THAT WILL BE FILED WITH THE IRS IS POSTED TO A SECURE INTERNET PORTAL FOR ALL MEMBERS OF THE BOARD OF DIRECTORS TO VIEW. REVIEW OF THE FINAL FORM 990 OCCURS PRIOR TO FILING WITH THE IRS IN THE SPRING 2011 VIA EITHER MEETING, CONFERENCE CALL, OR WEB PORTAL POLLING TOOL BY THE AUDIT AND/OR FINANCE SUBCOMMITTEES OF THE RESPECTIVE CHRISTUS ORGANIZATION'S BOARD, BASED ON A SET OF SUGGESTED REVIEW PROCESSES DEVELOPED BY CHRISTUS HEALTH. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR 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. Schedule O - Supplemental Information COMPENSATION DETERMINATION PROCESS FORM 990, PART VI, QUESTIONS 15A & 15B THE EXECUTIVE COMPENSATION COMMITTEE OF CHRISTUS HEALTH DETERMINES THE COMPENSATION OF THE CEO (OR EXECUTIVE DIRECTOR, AS APPLICABLE), OFFICERS AND KEY EMPLOYEES OF CHRISTUS HEALTH AND CERTAIN OTHER OFFICERS AND KEY EMPLOYEES OF RELATED ORGANIZATIONS, INCLUDING CHRISTUS HEALTH ARK-LA-TEX. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF INDIVIDUALS WHO HAVE NO CONFLICT OF INTEREST WITH THE COMPENSATION ARRANGEMENTS AT HAND. CHRISTUS HEALTH CEO'S COMPENSATION IS SUBJECT TO APPROVAL BY THE CHRISTUS HEALTH BOARD, AFTER DISCUSSION BY THE EXECUTIVE COMPENSATION COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE OF THE CHRISTUS HEALTH BOARD SELECTS AN INDEPENDENT EXTERNAL FIRM TO PERFORM AN INDEPENDENT COMPENSATION REVIEW, TO ENSURE THAT ALL COMPENSATION IS REASONABLE AND COMPARABLE TO OTHER SIMILARLY SITUATED ORGANIZATIONS, FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS, AND TO PROVIDE SUPPORTING INFORMATION OF COMPENSATION DECISIONS. ON AN ANNUAL BASIS THE EXTERNAL CONSULTANT: 1. COMPLETES A REVIEW OF THE COMPENSATION AND BENEFITS OF THE CEO OF CHRISTUS HEALTH AND PROVIDES A WRITTEN REPORT, AND APPEARS IN PERSON WITH THE COMMITTEE TO ADDRESS THE ANNUAL COMPENSATION REVIEW AND ANY DECISIONS RELATED TO SUCH COMPENSATION FOR THE CEO. THE CONSULTANT ALSO PROVIDES ALL OF THE COMPARABLE MARKET DATA TO SUPPORT RECOMMENDATIONS AND DECISIONS. 2. DEVELOPS THE MERIT INCREASE RECOMMENDATIONS FOR ALL DESIGNATED SYSTEM EXECUTIVES BASED ON MARKET COMPARABILITY. 3. RECOMMENDS THE CHANGES IN THE COMPENSATION STRUCTURE (GRADES) BASED ON THE MARKET CHANGES. 4. COMPLETES A REVIEW AND EVALUATION OF NEWLY CREATED POSITIONS TO RECOMMEND A GRADE PLACEMENT TO THE COMMITTEE FOR ITS DISCUSSION AND APPROVAL. ON A BI-ANNUAL BASIS, THE EXTERNAL CONSULTANT COMPLETES A DETAILED REVIEW OF ALL OTHER DESIGNATED SYSTEM EXECUTIVES' COMPENSATION AND BENEFITS. THIS GROUP INCLUDES ALL TOP MANAGEMENT OFFICIALS, OTHER OFFICERS AND KEY LEADERS OF THE ORGANIZATION. THE REVIEW INCLUDES RECOMMENDATIONS TO THE COMMITTEE ON ANY CHANGES NECESSARY IN EITHER SPECIFIC COMPENSATION OR COMPENSATION STRUCTURE TO ENSURE MARKET COMPETITIVENESS, REASONABLENESS AND INTERNAL EQUITY. UPON RECOMMENDATIONS FROM THE INDEPENDENT EXTERNAL FIRM, THE EXECUTIVE COMPENSATION COMMITTEE MAKES FINAL COMPENSATION DECISIONS. ADDITIONALLY, THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS ALL COMPENSATION PAYMENTS FOR EXCESS BENEFIT TRANSACTIONS. THE DISCUSSION AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED AND FORMALIZED IN THE COMMITTEE MINUTES AND MAINTAINED ON RECORD. THE FILING ORGANIZATION DETERMINES THE COMPENSATION OF THE SECRETARY BY USE OF AN INDEPENDENT AND EXTERNAL CONSULTANT. THE CONSULTANT HELPS DETERMINE PAY RATES FOR THE ASSOCIATES OF THE FILING ORGANIZATION, TAKING INTO ACCOUNT MARKET DATA AND SHIFT DIFFERENTIAL. THE COMPENSATION RATES ARE APPROVED BY THE FILING ORGANIZATION. BASED THE AFOREMENTIONED PROCEDURE, THE SECRETARY'S COMPENSATION IS NOT REVIEWED BY A COMPENSATION COMMITTEE. 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 ORGANIZATION LISTED IN THE ANNUAL OFFICIAL CATHOLIC DIRECTORY. CHRISTUS HEALTH'S WEBSITE DISPLAYS THE IRS GROUP RULING AND RELEVANT ANNUAL OFFICIAL CATHOLIC DIRECTORY PAGES FOR THE ORGANIZATIONS RELATED TO CHRISTUS HEALTH. FORMS 990 AND 990-T ARE MADE AVAILABLE UPON REQUEST. AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & 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 THROUGH 8/14/2009, SISTER MICHELE O'BRIEN DEDICATED AN AVERAGE OF 39 HOURS PER WEEK TO CHRISTUS SANTA ROSA HEALTH CARE CORPORATION, A RELATED ENTITY OF THE FILING ORGANIZATION. SISTER MICHELE WAS THE DIRECTOR OF ADULT ADVOCACY AT CHRISTUS SANTA ROSA HEALTH CARE CORPORATION. DOING BUSINESS AS FORM 990, PAGE 1, ITEM C CHRISTUS HEALTH ARK-LA-TEX OPERATES UNDER THE FOLLOWING NAMES: CHRISTUS ST. MICHAEL HEALTH SYSTEM CHRISTUS ST. MICHAEL REHABILITATION CENTER CHRISTUS HEALTH 2707 NORTH LOOP WEST HOUSTON TX 77008 760590551 SPT HLTH SVC TX 501C3 11-TYPE 1 NA CHRISTUS HEALTH CENTRAL LOUISIANA 3330 MASONIC DRIVE ALEXANDRIA LA 71301 720408984 HLTHCARE SVC LA 501C3 3 NA CHRISTUS HEALTH GULF COAST PO BOX 922037 HOUSTON TX 77292 760591592 HLTHCARE SVC TX 501C3 3 NA CHRISTUS HEALTH NORTHERN LOUISIANA ONE SAINT MARY PLACE SHREVEPORT LA 71101 720408982 HLTHCARE SVC LA 501C3 3 NA CHRISTUS SPOHN HEALTH SYSTEM CORPORATION 600 ELIZABETH STREET CORPUS CHRISTI TX 78404 741109836 HLTHCARE SVC TX 501C3 3 NA CHRISTUS HEALTH SOUTHEAST TEXAS 3010 HARRISON STREET BEAUMONT TX 77702 760591590 HLTHCARE SVC TX 501C3 3 NA CHRISTUS HEALTH SOUTHWESTERN LOUISIANA 524 DR MICHAEL DEBAKEY DRIVE LAKE CHARLES LA 70601 720411322 HLTHCARE SVC LA 501C3 3 NA CHRISTUS SANTA ROSA HEALTH CARE CORP 333 N SANTA ROSA STREET SAN ANTONIO TX 78207 741109665 HLTHCARE SVC TX 501C3 3 NA CHRISTUS HEALTH UTAH 451 BISHOP FEDERAL LANE SALT LAKE CITY UT 84115 870231682 HLTHCARE SVC UT 501C3 9 NA CHRISTUS CONTINUING CARE 1700 WEST LOOP SOUTH STE 1100A HOUSTON TX 77027 742898615 HLTHCARE SVC TX 501C3 3 NA CH WILKINSON PHYSICIAN NETWORK 1700 WEST LOOP SOUTH STE 400B HOUSTON TX 77027 760422435 HLTHCARE SVC TX 501C3 11-TYPE I NA CHRISTUS HEALTH FOUNDATION 2707 NORTH LOOP WEST HOUSTON TX 77008 611500100 SPT HLTH SVC TX 501C3 11-TYPE I NA ST JOSEPH COMMUNITY FOUNDATION 2800 LAMAR AVE CAPITAL ONE 2ND F PARIS TX 75460 421619230 SPT HLTH SVC TX 501C3 11-TYPE 1 NA CHRISTUS ST JOSEPH'S HEALTH SYSTEM 2707 NORTH LOOP WEST HOUSTON TX 77008 750800674 HLTHCARE SVC TX 501C3 3 NA CHRISTUS STEHLIN FND FOR CANCER RESEARCH 10301 Stella Link Suite A HOUSTON TX 77025 741622404 HLTHCARE SVC TX 501C3 9 NA DUBUIS HEALTH SYSTEM INC 10333 RICHMOND AVE SUITE 300 HOUSTON TX 77042 721270964 HLTHCARE SVC TX 501C3 3 NA Christus Health Liability Retention TRST 2707 NORTH LOOP WEST Houston TX 77008 760259623 Self Ins.Trst TX 501C3 11 - Type I NA ARK-LA-TEX HEALTH NETWORK PO BOX 2911 TEXARKANA TX 755042911 752562459 HLTHCARE SVC TX NA C corp 1813125 403487 1.00000 ARKANSAS INTEGRATED COMMUNITY HEALTH NET 2600 ST MICHAEL DRIVE TEXARKANA TX 75503 760480684 HLTHCARE SVC TX NA C corp 1705310 13213242 1.00000 CHRISTUS Muguerza SAPI de CV Carretera Nacional No 6501 Col E Monterrey N.L. MX 64988 HLTHCARE SVC MX NA C corp EMERALD ASSURANCE CAYMAN LTD PO BOX 1051 GRAND CAYMAN CAYMAN ISLANDS CJ KY1-1-1102 980407545 INSURANCE CJ NA C CORP false false true false false false false false true false true true false true true true true true ARK-LA-TEX HEALTH NETWORK N 342540 ARK-LA-TEX HEALTH NETWORK P 66739 ARK-LA-TEX HEALTH NETWORK O 176761 ARK-LA-TEX HEALTH NETWORK K 422106 ARK-LA-TEX HEALTH NETWORK L 75250 ARK-LA-TEX HEALTH NETWORK R 753108 CH WILKINSON PHYSICIAN NETWORK L 66308 ARKANSAS INTEGRATED COMMUNITY HEALTH NETWRK C 193000 DUBUIS HEALTH SYSTEM INC I 639604 DUBUIS HEALTH SYSTEM INC K 964074 CHRISTUS CONTINUING CARE I 107690 CHRISTUS SANTA ROSA HEALTH CARE CORPORATION Q 6912442