2011-05-13T15:39:24-05:00 2010-06-30 ERNST & YOUNG US LLP 1401 MCKINNEY SUITE 1200 HOUSTON TX 77010 990 2009-07-01 760591590 Christus Health Southeast Texas CHRI 7132772405 3010 Harrison Street Beaumont TX 77702 WILLIAM HECHT 2011-05-03 7137501500 2009 2016-02-24 21:20:13Z See Schedule O Ellen Jones 3010 Harrison Street Ste 202 Beaumont TX 77702 405891721 false 0928 X www.christushealthsoutheasttexas.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. 16 13 2970 161 58290 11941 1762177 1160716 390855843 400803674 3025283 -619303 6621167 3351637 402264470 404696724 301333 21041310 0 156039819 154826973 0 15418 235586756 214898116 391927908 390766399 10336562 13930325 479363466 492852134 117034485 116236686 362328981 376615448 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 236696995 0 221312181 COMMITMENT TO BENEFITING OUR COMMUNITIES - PATIENT CARE SERVICES CHRISTUS Health Southeast Texas is part of CHRISTUS Health, 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. CHRISTUS Health Southeast Texas responds to the health care needs through services provided at CHRISTUS Hospital with three campuses, the 434-bed CHRISTUS Hospital - St. Elizabeth in Beaumont, the 227-bed CHRISTUS Hospital - St. Mary in Port Arthur, and CHRISTUS Jasper Memorial Hospital, a 59-bed hospital in Jasper. Each of the facilities of CHRISTUS Health Southeast Texas shares one objective -- which is to lead the way to a healthier community. CHRISTUS Health Southeast Texas is located in far southeast Texas, and its service area extends to the southeast coast of the state, into southwestern Louisiana and northward into east Texas, an area which includes a population of more than 495,000 individuals. In Fiscal Year 2010 alone, we served hundreds of thousands of individuals in various ways including 77,072 visits to our emergency department; 6,678 inpatient surgery procedures; 9,803 outpatient surgery procedures; 23,225 patients who were admitted to our hospitals for care and 337,639 patients who received outpatient care at our facilities. Touching the lives of the people around us is what makes CHRISTUS Health Southeast Texas stand apart. Allowing others to touch us gives us 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 Southeast Texas' 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 Southeast Texas' various entities have strengthened their roles as major providers of comprehensive, accessible health care services. These partnerships with the community have been a blessing by helping CHRISTUS Health Southeast Texas further care for those in need. Furthermore, investment in community services would not be possible without dedicated employees and volunteers. They help to build strong relationships between the hospitals and other health care ministries and the communities, nurturing CHRISTUS' mission to meet the 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 walls 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 provide specific programs to provide discounted services to those in need who do not have medical insurance or who do not participate in government-sponsored programs. CHRISTUS Health Southeast Texas 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 purpose without regard to race, color, creed, religion, gender, orientation, disability, age or national origin. Each of the three hospitals of CHRISTUS Southeast Texas provides a 24-hour Emergency Department that is open to serve all those in need of emergent care, regardless of their ability to pay. CHRISTUS Health Southeast Texas also supports many local community health services, including three rural clinics in Jasper, Kirbyville and Rayburn. 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 Southeast Texas. We 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. 53604995 0 130005251 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 costs not reimbursed for these services are reported to the State of Texas. They are not included in reports prepared following Catholic Health Association guidelines. CHRISTUS Health Southeast Texas 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 hospital. 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 reimburses outpatient services based on its fee schedule. 19672852 0 49486242 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 defined as services provided without charge or at a charge that is less than the usual charge for such services. The determination as to the amount to charge, if any, is according to a patient's ability to pay as determined by the established eligibility criteria. For uninsured patients whose economic circumstances place them at or under 200 percent of the Federal Poverty Guidelines (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. No patient is refused necessary medical care due to their inability to pay. CHRISTUS Health is an active participant in the States of Texas and Louisiana Medicaid Programs. Those programs seek to provide payment for health care services to individuals who meet certain financial and other requirements. Financial requirements include evaluation of both assets and income. 39731129 21041310 0 349705971 true true false true false false false false false true false true false false false false false false true false true true true true false false false false false false false false true false false false false true true false false true 350 0 true 2970 true true true false false false false true true false false false 16 13 true false false false true true true true true false false true true true true true true true true true true X William Hecht 4098997105 3010 Harrison Street Suite 202 Beaumont TX 77702 Dale Staggemeier MD 1.0 X 0 0 0 J Coffy Pieternelle MD 1.0 X 0 0 0 Berton Brown MD 1.0 X 13680 0 0 Arsenio Martin MD 1.0 X 0 0 0 Sr Ann Margaret Savant 1.0 X 0 0 0 Jolene Ortego 1.0 X 0 0 0 Tom Herbst 1.0 X 0 0 0 Judge Lupe Flores 1.0 X 0 0 0 Mary Ann Reid 1.0 X 0 0 0 Roy Steinhagen 1.0 X 0 0 0 Martin Broussard 1.0 X 0 0 0 Sr Margaret Mannion 1.0 X 0 0 0 Joe Domino 1.0 X X 0 0 0 Ellen Jones 33.0 X X 482053 52709 212005 J Denton Harris MD 1.0 X X 0 0 0 Stephanie Baggett MD 1.0 X 0 0 0 Pat Avery 1.0 X 0 0 0 Girish Kansara MD 1.0 X 3338 0 0 Tamerla Chavis MD 1.0 X 54794 0 0 Cheryl Larson 40.0 X 50185 0 6949 William Hecht 39.0 X 321509 36454 102726 D Wayne Moore 40.0 X 236295 0 47322 Deborah Wiegand 40.0 X 179324 0 46789 Mario Mudano 40.0 X 346725 0 11618 Mary Eagen 40.0 X 240011 0 39487 Richard Tyler MD 50.0 X 282035 0 67753 Paul Trevino 55.0 X 96873 279566 114683 Tom Permetti 22.0 X 0 261935 130696 Bonni Stancoven 40.0 X 159671 0 25245 Charles Foster 40.0 X 198012 0 92651 Heather Boler 40.0 X 170370 0 62568 Thomas Welch 41.0 X 153306 0 27081 Dana Danielle Ashford 49.0 X 158990 0 20189 Joel Fagerstrom X 100874 0 1275 3248045 630664 1009037 100 true true false Hospital Housekeeping Sys LTD 322 Congress Ave AUSTIN TX 78701 Housekeeping 4667448 Sodexho Inc and Affiliates 10 Earhart Dr WILLIAMSVILLE NY 14221 Food Services 4109105 Goss Building Inc 4240 Milam St BEAUMONT TX 77726 Construction 3526896 HB Mechanical Services LP 25428 Loop 494 PORTER TX 77365 Repairs & Maint. 2962297 Quantum Plus Inc 5000 Hopyard Rd Ste 100 PLEASANTON CA 94588 Hospitalist 2653398 183 13686 140822 300000 706208 667311 1160716 Net Patient Service Revenue 621990 390119691 390119691 Rent Related to Exempt Purpose 531120 6565039 6565039 Community Health 621990 2848063 2848063 Physician Interest Income 900099 124338 124338 Program Related Investment Income 900099 1146543 1146543 400803674 11312 11312 0 1542 1542 556858 1187473 -630615 -630615 -630615 5600 13686 7524 -1924 -1924 0 0 Food Service 722320 1639155 1639155 Hurricaine Business Interruption 900099 816749 816749 Purchase Discounts 900099 308580 308580 587535 58290 529245 3352019 404696724 400803674 58290 2674044 20916210 20916210 125100 125100 0 0 2705621 2469477 236144 0 122462083 111773722 10688361 6939184 6922003 11052 6129 14130676 12356779 1773897 8589409 8051354 528766 9289 698352 446258 252094 385015 3201 381814 5873 1563 4310 0 0 0 38582458 22447998 16134460 1491560 116299 1375261 86934312 84568167 2366145 11279937 10093717 1186220 0 8917520 5752222 3165298 216235 85907 130328 0 423316 110784 312532 4881025 4880218 807 0 28009588 26925688 1083900 10640354 10640354 PRVN FOR UNCOLLECTIBLE ACCTS 21270648 20871328 399320 AWARDS AND GIFTS-NON EMPLOYEE 57073 14695 42378 RECRUITMENT/PLACEMENT FEES 465897 81172 384725 DUES AND MEMBERSHIPS 235199 27062 208137 SUBSCRIPTIONS 61731 24693 37038 342023 342023 390766399 349705971 41045010 15418 214148169 242504226 51934 52505 41592636 48483097 1598903 532841 9356875 10468271 1408995 1137620 616292572 432060340 204824272 184232232 1201268 832034 2440462 1876920 1964527 2346513 775425 385875 479363466 492852134 27218759 28888581 6034 79446 89809692 87268659 117034485 116236686 X 361059705 375362564 1269276 1252884 362328981 376615448 479363466 492852134 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false true 841 false false true 981 true 701 true 1181 3704 false Lobbying Activities Schedule C, Part II-B HEALTH CARE POLICY IS CRITICAL TO ALL AMERICANS AND CHRISTUS HEALTH SOUTHEAST TEXAS 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. CHRISTUS HEALTH SOUTHEAST TEXAS HAD DIRECT CONTACT WITH MEMBERS AND STAFF OF THE TEXAS STATE LEGISLATURE, U.S. SENATORS OF TEXAS, U.S. CONGRESSIONAL DISTRICTS REPRESENTING THE SETX REGION, TEXAS GOVERNOR RICK PERRY AND THEIR STAFF THROUGH E-MAILS, PHONE CALLS AND MEETINGS ON SUCH ISSUES AS FMAP EXTENSION, HEALTH CARE REFORM LEGISLATION, REQUEST FOR AN EARMARK FOR AN EMERGENCY DEPARTMENT EXPANSION AT CHRISTUS JASPER MEMORIAL HOSPITAL, MEDICARE AND MEDICAID SERVICES, HEALTHCARE FOR THE UNINSURED AND UNDERINSURED, UNCOMPENSATED CARE, DISPROPORTIONATE SHARE, UPL & TRAUMA FUNDING. Schedule C, Part II-B, Line 1h A TOWN HALL MEETING FOR REPRESENTATIVE TED POE TO ANSWER QUESTIONS ON HEALTHCARE REFORM WAS HOSTED AT THE CHRISTUS HOSPITAL ST. ELIZABETH CAMPUS IN AUGUST 2009. SCHEDULE C, PART II-B, LINE 1I "Other Activities," reports the portion of professional and membership association dues allocated to lobbying efforts by the respective associations totalling $1,181. THE REPORTED EXPENSES ASSOCIATED WITH THESE ACTIVITIES INCLUDE STAFF COMPENSATION AND RELATED ALLOCABLE OVERHEAD. CHRISTUS HEALTH SOUTHEAST TEXAS DID NOT SUBSTANTIALLY LOBBY DURING THE FISCAL YEAR 6-30-10. 17551523 17551523 326641274 210658965 115982309 1016650 433690 582960 264626384 220860599 43765785 6456741 107086 6349655 184232232 0 Due to Related Organizations 180659 DUE TO CHRISTUS HEALTH BOND FUND 87088000 87268659 Cash - Non-Interest Bearing Form 990, Schedule D, 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, Line 2 Per footnote 3 in the Consolidated Financial Statements, there are no material unrecorded tax liabilities as of June 30, 2010 and 2009. Golf Tournament 19286 13686 5600 1300 1862 3747 615 0 19286 13686 5600 1300 1862 3747 615 7524 -1924 true true X true X true X true true true false true true 30954746 30954746 0.08300 38303810 49486239 -11182429 0.03000 125299 133820 -8521 0.00000 69383855 49620059 19763796 0.05300 1228 78694 78694 0.00020 25965 25965 0.00010 204580 204580 0.00050 19852868 19852868 0.05320 1228 20162107 20162107 0.05400 1228 89545962 49620059 39925903 0.10700 2 21991 21991 0.00010 1 6762 6762 0.00000 1 4677 4677 0.00000 3 32730 32730 0.00010 7 66160 66160 0.00020 true 4738108 21963 101655948 119621507 -17965559 X true true SETX PAIN MNGMT CTR PAIN MANAGEMENT 0.51000 0.24500 0.24500 SETX BARIATRIC CTR OBESITY PREVENTION & TREATMNT 0.80000 0.20000 KATE DISHMAN REHAB H Rehabilitation Services 0.51000 0.43000 SETX CANCER CENTERS CANCER TREATMENT 0.49000 0.51000 CHRISTUS St Elizabeth

2830 Calder Beaumont TX 77702

X X X CHRISTUS St Mary

3600 Gates Blvd Port Arthur TX 77642

X X X Jasper Memorial Hospital

1275 Marvin Hancock Dr Jasper TX 75951

X X X 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, nonprofit 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 which includes proactive community health services. However, the Annual Report is only a snapshot of how the organization is distinguished by 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 7b & 7C Unreimbursed Medicaid AND OTHER GOVERNMENT SERVICES CHRISTUS Health SouthEast Texas reinvests all surplus funds back in to the communities we serve through expanded health services, new technologies, and better facilities. Line 7a: Ratio of patient care cost to charges based on Schedule H, worksheet 2 Line 7b: Ratio of patient care cost to charges based on Schedule H, worksheet 2 Line 7c: Ratio of patient care cost to charges based on Schedule H, worksheet 2 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 expense from Form 990, Part IX, line 25, column (A) is $390,766,399. The bad debt expense included in this amount is $20,753,868. The prorate share of the filing organization's operating expenses is $2,843,765. The bad debt included in this amount is $0. Therefore, total expense of $372,856,296 is used for purposes of calculating line 7, column (f). Part I, 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 24.02% 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 and believed to be reasonable under the circumstances in making its judgment and estimates. Actual results could differ materially from these estimates. In order to determine the bad debt expense at cost (Schedule H, Part III, Section A, Line 2), the organization's total bad debt expense (total of all hospital facilities) in accordance with the organization's financial statements was multiplied by the cost-to-charge ratio. The shortfall on Part III, Line 7 is not counted as a community benefit. 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 $(38,644,388) if total expenses ALLOCABLE TO MEDICARE SERVICES were substituted on Schedule H, Part III, Line 6. 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 a 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 to Community Groups PART I, LINE 7I CHRISTUS Southeast Texas made over $19,850,000 in cash and in kind contributions in FY2010. 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 $323,050 benefitted the communities that CHRISTUS Health Southeast Texas serves. The grant dollars were used by the region to support programs that promote the health of the communities. The CHRISTUS Fund grant amount also includes grants made by CHRISTUS Health to nonprofit organizations located in the communities served by the Southeast Texas region, as well as grants made by CHRISTUS Health Southeast Texas 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 Southeast Texas received $22,500 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 $19,296,960 is included in Schedule H, Part I, Line 7(i). Indigent Funding Expense to for profit organizations of $1,472,020 is not included in Schedule H, Part I, Line 7(i). 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 that 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. 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. Part III, Section A, Line 3 In order to accurately 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 in cases where the individual lacks 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 indicates 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 in 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. 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 Southeast Texas' FY2009 Community Benefit Plan is based on the community health needs assessment conducted in conjunction with the Southeast Texas Regional Planning Commission and Southeast Texas Access Network (SETHAN) in 2002 through 2004. CHRISTUS Southeast Texas started working in conjunction with community groups and leaders to conduct an updated community health needs assessment in FY2010. The community health priorities of CHRISTUS Southeast Texas are to respond to the health care needs through its three-campus hospital system, health care clinics, physician practices, outpatient services and community based programs. Counties located in Southeast Texas were considered to be medically underserved. According to the 2002 Center for Health Statistics data, counties in Southeast Texas have higher than state averages for cardiovascular disease, chronic lower respiratory disease, and diabetes. All data is available to the public. Community delivery will continue to focus on the uninsured with added emphasis on chronic illnesses. Services are based on best practice development and implementation of evidence-based community health services. Part VI, Line 3 CHRISTUS Health Southeast Texas 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 Southeast Texas is located in far southeast Texas and its nine county service area extends to the southeast coast of the state, into southwestern Louisiana and northward into east Texas. The nine county service areas include Chambers, Hardin, Jasper, Jefferson, Liberty, Newton, Orange, Sabine and Tyler and are comprised of a population of more than 557,973 individuals. CHRISTUS Southeast Texas has a higher percentage of senior citizens compared to state and national benchmarks. The largest population growth is anticipated in the age 65 and older population. In the nine county service areas, 52% of Households are at or below the 200% of poverty. The population consists of 66 percent Caucasian, 21 percent African American, and 15 percent Hispanic. The health care payor mix is 15 percent Medicaid and 20 percent Medicare. Other health systems in the nine county areas include Baptist hospital of Southeast Texas, Memorial Health System of East Texas, Memorial Hermann Baptist Orange, the Medical Center of Southeast Texas, and the Woodland Heights Medical Center. Part VI, Line 5 The CHRISTUS Health Board of Directors approved funding of a Community Direct Investment (CDI) loan program to ensure that the work of social accountability and moral and ethical stewardship continues in spite of challenging fiscal conditions faced by local operating entities. The purpose of the CDI program is to support community driven initiatives, primarily for affordable housing and economic development by providing financing at below market interest rates to nonprofit organizations at terms not exceeding more than five years. The income earned at the market rate less our loan rate (foregone income) is considered a community benefit for reporting purposes. Though outstanding loan balances vary throughout the year, the outstanding loan balance at the end of Fiscal Year 2010 was $693,202. The foregone interest for CHRISTUS Southeast Texas in fiscal year ending June 30, 2010 was over $28,000. During FY2010, CHRISTUS Health advocated for improving public policies, worked to establish, and in some instances, augment grassroots advocacy and greater access to health care services for the communities we serve. Part VI, Line 6 The CHRISTUS Southeast Texas region provides health care services at CHRISTUS Hospital with three campuses, including the 434-bed CHRISTUS Hospital-St. Elizabeth in Beaumont, Texas; the 227-bed CHRISTUS Hospital-St. Mary in Port Arthur, Texas and CHRISTUS Jasper Memorial Hospital, a 59-bed hospital in Jasper, Texas. Each of the three hospitals in the CHRISTUS Southeast Texas region provides a 24 hour Emergency Department that is open to serve those in need of emergency care, regardless of their ability to pay. CHRISTUS Southeast Texas provides a full range of inpatient and outpatient services to the people in the communities it serves. It conducts its activities and serves its health care purpose without regard to race, color, creed, religion, gender, orientation, disability, age or national origin. CHRISTUS Southeast Texas also supports many local community health services, including three rural clinics in Jasper, Texas, Kirbyville, Texas and Rayburn, Texas. CHRISTUS Health Southeast Texas has part ownership in Jefferson Country Clinical Services, Inc. providing physician health care services to Medicaid patients. In addition, the organization has partial ownership in: one pain management facility- Southeast Texas Pain management, L.L.C., one rehabilitation center -St. Elizabeth Rehabilitation Partners, L.L.P., one cancer treatment organization-Southeast Texas Cancer Centers, L.P., and for a portion of the FYE 6-30-2010 one obesity prevention & treatment center- Southeast Texas Bariatric Center. CHRISTUS Southeast Texas shares one objective, which is to lead the way to a healthier community. CHRISTUS Southeast Texas collaborates with communities, churches, businesses, and other health care organizations to facilitate and strengthen accessibility of quality comprehensive health care services for all, including the most vulnerable and underserved populations. In an effort to meet and address the identified health care needs in the communities we serve, CHRISTUS Southeast Texas provides access to health care services through programs and local community partners and service organizations. CHRISTUS Southeast Texas also provides services for the broader community as a part of the overall community benefit. A large share of these expenses is for educating health professionals including nursing students and other allied health professionals. Helping to prepare future health care professionals is a distinguishing characteristic of nonprofit health care and constitutes a significant community benefit. Understanding the need to provide access to health care to as much of the public as possible, CHRISTUS Health participates in government sponsored health care programs, including Medicaid, Medicare, CHAMPUS, TRICARE and other government programs. In addition, CHRISTUS Southeast Texas provides specific programs to provide discounted services to those in need who lack medical insurance or who do not participate in government sponsored programs. CHRISTUS Southeast Texas believes that by working together, we can make a profound difference in the quality of peoples' lives and create sustainable health in our communities. By collaborating with communities, churches, businesses, and other health care organizations, CHRISTUS Southeast Texas' various entities have strengthened their roles as major providers of comprehensive, accessible health care services. CHRISTUS Southeast Texas 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 help the fight against cancer, diabetes, heart disease, continuum of care for our elderly and those suffering from HIV/AIDS. CHRISTUS Health Southeast Texas has an open medical staff comprised of qualified physicians who work to provide care to our communities. All medical staff must undergo a thorough and comprehensive credentialing and orientation process. Helping to prepare future health care professionals is a distinguishing characteristic of not for profit health care and constitutes a significant community benefit. The three facilities of CHRISTUS Southeast Texas (CHRISTUS Hospital - St. Elizabeth and St. Mary and Jasper Memorial Hospital) provide a number of services for the benefit of the community including leadership activities. 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. CHRISTUS Health has established the CHRISTUS 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. The CHRISTUS Board of Directors approved the funding of a Community Direct Investment (CDI) loan program to ensure that the work of social accountability, moral and ethical stewardship continues in spite of challenging fiscal conditions faced by the local operating entities. The purpose of the CDI program is to support community driven initiatives primarily for affordable housing and economic development by providing financing at below market interest rates to nonprofit organizations at terms not exceeding more than five years. The income that is lost from the market rate less our loan rate (foregone income) is considered a community benefit for reporting purposes. As a nonprofit organization and as a part of CHRISTUS Health, a regional governing board comprised largely of independent community members representing the make-up of the area we serve guides CHRISTUS Southeast Texas. All persons employed and affiliated with CHRISTUS Southeast Texas are required to complete annual conflict of interest statements. Part VI, Line 7 CHRISTUS Southeast Texas is part of CHRISTUS Health, a 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 Southeast Texas, develops five- year and 10-year strategic plans that help set the yearly operational plans and budgets. Regional strategic goals are set in collaboration with CHRISTUS Health including 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, the CHRISTUS Southeast Texas region 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 over-utilization of Emergency Departments, 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 Southeast Texas, 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 AMERICAN HEART ASSOCIATION 1125 JUDSON ROAD SUITE 150 LONGVIEW TX 75601 135613797 501(c)(3) 22500 SUPPORT THE AMERICAN HEART ASSOCIATION LAMAR UNIVERSITY PO BOX 10066 BEAUMONT TX 77710 746000298 501(c)(3) 7500 Healthcare Professions Education GREATER BEAUMONT CHAMBER OF COMMERCE PO BOX 3150 BEAUMONT TX 77704 760504300 501(c)(3) 8950 CHILDREN'S MIRACLE NETWORK 3619 Professional Drive Port Arthur TX 77642 870387205 501(c)(3) 16548 CHRISTUS Health Foundation of SETX 2830 Calder BEAUMONT TX 77662 760136274 501(c)(3) 19000 BURKE CENTER 4101 SOUTH MEDFORD DRIVE LUFKIN TX 75901 751442393 501(c)(3) 11351 Jefferson County Clinical Services Inc 2801 Via Fortuna Ste 500 AUSTIN TX 78746 264368737 501(C)(3) 499999 Indigent Funding Bexar County Clinical Services Inc 2801 Via Fortuna Ste 500 AUSTIN TX 78746 870781228 501(C)(3) 11128138 Indigent Funding CHRISTUS Santa Rosa Health Care Corp 333 N Santa Rosa SAN ANTONIO TX 78207 741109665 501(C)(3) 1472020 INDIGENT FUNDING PROGRAMS Golden Plains Community Hospital 200 S McGee Borger TX 79007 260328929 7668224 Indigent Funding for Hutchinson Cty 9 1 Assist Nursing Students with Schooling Costs 28 23500 PROVIDE MEDICAL EQUIPMENT TO INDIGENT PATIENTS 129 22847 COST Pvd Md Equip Prvd Hthcre/Office Visits Vouchers to Uninsured 134 7250 COST Hltcr Vchrs Fund Home Hlthcare Services for Indigent Patients 13 28280 Cost Hm Hlth Srvs Fund Nursing Home Care for Indigent Patients 3 13690 Cost Nrsng Hm Cr Provide Taxi/cab services to Indigent Patients 34 666 Cost Taxi Srvcs PROVIDE MEDICATIONS TO INDIGENT PATIENTS 134 28867 COST PHRMCY SRVCS Form 990, Schedule I Description of Organization's Procedures for Monitoring the Use of Grants 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. 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 true true false false false false false false false Ellen Jones 385238 42503 47873 5047 48942 5159 169297 18811 23897 0 675247 71520 0 0 William Hecht 241839 27832 22539 2439 57131 6183 70898 7877 23951 0 416358 44331 0 0 D Wayne Moore 204978 0 22963 0 8354 0 45714 0 1608 0 283617 0 0 0 Deborah Wiegand 157542 0 17930 0 3852 0 38679 0 8110 0 226113 0 0 0 Mario Mudano 89782 0 0 0 256943 0 10008 0 1610 0 358343 0 0 0 Mary Eagen 182898 0 21482 0 35631 0 23551 0 15936 0 279498 0 0 0 Richard Tyler MD 229968 0 26942 0 25125 0 49049 0 18704 0 349788 0 0 0 Bonni Stancoven 152122 0 7549 0 0 0 13324 0 11921 0 184916 0 0 0 Charles Foster 183156 0 14656 0 200 0 72646 0 20005 0 290663 0 0 0 Heather Boler 157162 0 13208 0 0 0 40776 0 21792 0 232938 0 0 0 Thomas Welch 142564 0 4929 0 5813 0 0 0 27081 0 180387 0 0 0 Paul Trevino 89731 237272 0 0 7142 42294 24335 70230 6404 13714 127612 363510 0 0 Tom Permetti 0 242276 0 0 0 19659 0 98468 0 32228 0 392631 0 0 Dana Danielle Ashford 141752 0 2351 0 14887 0 11241 0 8948 0 179179 0 0 0 Joel Fagerstrom 0 0 0 0 100874 0 1275 0 0 0 102149 0 0 0 FORM 990, PART VII, QUESTION 1A AND SCHEDULE J, PART II SUPPLEMENTAL COMPENSATION INFORMATION 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. GIRISH B. KANSARA, M.D. RECEIVED $3,338 FOR SERVICES AS A MEDICAL DIRECTOR. SHE RECEIVED NO COMPENSATION FOR SERVING AS A DIRECTOR. TAMERLA D. CHAVIS, M.D. RECEIVED $54,794 FOR PHYSICIAN CALL SERVICES. SHE RECEIVED NO COMPENSATION FOR SERVING AS A DIRECTOR. BERTON BROWN, M.D. RECEIVED $13,680 FOR SERVICES AS A MEDICAL DIRECTOR. HE RECEIVED NO COMPENSATION FOR SERVING AS A DIRECTOR. FORM 990, PART VII AND SCHEDULE J, PART II COMPENSATION SISTER MARGARET SAVANT AND SISTER MARGARET MANNION, WHO ARE LISTED AS DIRECTORS ON PART VII, RECEIVE COMPENSATION FROM RELATED ORGANIZATIONS, BUT THEIR COMPENSATION IS PAID DIRECTLY TO THE RELIGIOUS CONGREGATION AND NOT TO THEM INDIVIDUALLY. SINCE THIS COMPENSATION GOES TO THE CONGREGATION NO FORM W-2 IS ISSUED, AND THUS NO AMOUNTS ARE LISTED IN SCHEDULE J. FOR INFORMATIONAL PURPOSES, CHRISTUS Health Southwestern Louisiana on behalf of Sister Margaret Savant was $24,487 for services as an Admitting Representative. Compensation paid from CHRISTUS Spohn Health System Corporation on behalf of Sister Margaret Savant was $71,162 for services as the Coordinator of Mission Services. FORM 990, SCHEDULE J, PART I, QUESTIONS 1-2 SUPPLEMENTAL COMPENSATION INFORMATION PAUL TREVINO RECEIVED $2,830 IN TAX ASSISTANCE FOR RELOCATION. FORM 990, SCHEDULE J, PART I, QUESTION 3 EXPLANATION OF RELATED ORGANIZATION DETERMINING CEO COMPENSATION THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR IS AN EMPLOYEE OF CHRISTUS HEALTH, A RELATED ORGANIZATION. AS A RESULT, COMPENSATION IS ESTABLISHED AT THE CHRISTUS HEALTH LEVEL AND THE FILING ORGANIZATION DOES NOT HAVE A ROLE IN IMPLEMENTING THE METHODS USED TO ESTABLISH COMPENSATION OR IN DETERMINING CEO/EXECUTIVE DIRECTOR COMPENSATION. CHRISTUS HEALTH USES AN EXECUTIVE COMPENSATION COMMITTEE TO ESTABLISH AND APPROVE THE COMPENSATION OF THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. THIS COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT WHO PERFORMS BI-ANNUAL COMPENSATION SURVEY. FORM 990, SCHEDULE J, PART I, QUESTION 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN 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. FORM 990, SCHEDULE J, PART I, QUESTION 4A SEVERANCE OR CHANGE IN CONTROL PAYMENT MARIO MUDANO RECEIVED $159,145 IN SEVERANCE PAYMENT DURING CALENDAR YEAR 2009. FORM 990, SCHEDULE J, PART I, QUESTION 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT MARY EAGEN WAS PAID $11,508 DURING CALENDAR YEAR 2009 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. JOEL D. FAGERSTROM WAS PAID $4,780 DURING CALENDAR YEAR 2009 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. MARIO A. MUDANO WAS PAID $48,350 DURING CALENDAR YEAR 2009 UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. William Hecht was paid $56,114 during calendar year 2009 under a supplemental nonqualified retirement plan. FORM 990, SCHEDULE J, PART II, COLUMN B(II) SUPPLEMENTAL COMPENSATION INFORMATION BONUS AND INCENTIVE COMPENSATION MAY INCLUDE AMOUNTS THAT WERE DEFERRED IN A PRIOR YEAR BUT PAID OUT IN CALENDAR YEAR 2009. FORM 990, SCHEDULE J, PART II, COLUMN C DEFERRED COMPENSATION 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. FORM 990, SCHEDULE J, PART III SUPPLEMENTAL COMPENSATION INFORMATION 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 Mario Mudano INCLUDES PAYMENTS FROM EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETENTION AND RETIREMENT PLAN and Pension Restoration Plan EARNED AND PAID IN 2009 UNDER TERMS OF THE AFOREMENTIONED PLANS. Compensation for Bill Hecht includes payments from Supplemental Executive Retention and Retirement Plan earned and paid in 2009 under terms of the aforementioned plan. Compensation for Mary Eagan includes payments from 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 Joel Fagerstrom INCLUDES PAYMENTS FROM EXECUTIVE DEFERRED INCOME ACCOUNT and Pension Restoration 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: Ellen Jones, D. Wayne Moore, Deborah Wiegand, Richard Tyler, Paul Trevino and Tom Permetti. X Other - Hospital Supplies 5 381216 Cost / Selling Price X Other - Hospital Supplies 9 260028 Cost / Selling Price X Other - Hospital Supplies 1 13018 Cost / Selling Price X Other - Hospital Supplies 1 13049 Cost / Selling Price 0 false true false Form 990, Part III, Line 4d Description of Other Program Services 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 ARE 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 COMMUNITY CLINICS TO IMMUNIZATIONS FOR CHILDREN AND SENIORS, MEALS ON WHEELS, TRANSPORTATION SERVICES, HOME REPAIR PROJECTS AND A VARIETY OF OTHER SOCIAL SERVICES. SOME EXAMPLES OF CHRISTUS HEALTH COMMUNITY BENEFITS ACCOUNTED FOR UNDER COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED INCLUDE THE CHRISTUS COMMUNITY DIRECT INVESTMENT PROGRAM (CDI) AND THE CHRISTUS FUND. THE CHRISTUS BOARD OF DIRECTORS APPROVED THE FUNDING OF A CDI LOAN PROGRAM TO ENSURE THAT THE WORK OF SOCIAL ACCOUNTABILITY AND MORAL AND ETHICAL STEWARDSHIP CONTINUES IN SPITE OF CHALLENGING FISCAL CONDITIONS FACED BY THE LOCAL OPERATING ENTITIES. THE PURPOSE OF THE CDI PROGRAM IS TO SUPPORT COMMUNITY-DRIVEN INITIATIVES PRIMARILY FOR AFFORDABLE HOUSING AND ECONOMIC DEVELOPMENT BY PROVIDING FINANCING AT BELOW-MARKET INTEREST RATES TO NONPROFIT ORGANIZATIONS AT TERMS NOT EXCEEDING MORE THAN FIVE YEARS. THE INCOME THAT IS LOST FROM THE MARKET RATE LESS OUR LOAN RATE (FOREGONE INCOME) IS CONSIDERED A COMMUNITY BENEFIT FOR REPORTING PURPOSES. THE COST OF THIS PROGRAM IS NOT INCLUDED IN THE PROGRAM SERVICE EXPENSES FOR CHRISTUS HEALTH SOUTHEAST TEXAS. THOUGH OUTSTANDING LOAN BALANCES VARY THROUGHOUT THE YEAR, THE OUTSTANDING LOAN BALANCE AT THE END OF FISCAL YEAR 2010 WAS $693,202. THE FOREGONE INTEREST FOR CHRISTUS HEALTH SOUTHEAST TEXAS IN FY2010 WAS $28,752. CHRISTUS HEALTH HAS ESTABLISHED THE CHRISTUS 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. 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 SOUTHEAST TEXAS REGION WAS $323,050. THE COST OF THESE GRANTS IS NOT INCLUDED IN THE PROGRAM SERVICE EXPENSES FOR CHRISTUS HEALTH SOUTHEAST TEXAS. PROGRAM SERVICE EXPENSE = $39,386,725 GRANTS = $20,894,081 PROGRAM SERVICE REVENUE = $0 FORM 990, PART III, LINE 4D DESCRIPTION OF OTHER PROGRAM SERVICES COMMUNITY SERVICES FOR THE BROADER COMMUNITY THE GREATEST SHARE OF THESE EXPENSES IS SPENT EDUCATING HEALTH PROFESSIONALS. HELPING TO PREPARE FUTURE HEALTH CARE PROFESSIONALS IS A DISTINGUISHING CHARACTERISTIC OF NONPROFIT HEALTH CARE AND CONSTITUTES A SIGNIFICANT COMMUNITY BENEFIT. THE THREE FACILITIES (CHRISTUS HOSPITAL - ST. ELIZABETH, CHRISTUS HOSPITAL - ST. MARY, AND CHRISTUS JASPER MEMORIAL HOSPITAL) PROVIDE A NUMBER OF SERVICES FOR THE BENEFIT OF THE COMMUNITY -- INCLUDING LEADERSHIP ACTIVITIES. 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 FY 2010, CHRISTUS HEALTH ADVOCATED FOR IMPROVING PUBLIC POLICIES, WORKING TO ESTABLISH AND IN SOME INSTANCES AUGMENT GRASSROOTS ADVOCACY AND GREATER ACCESS TO HEALTH CARE SERVICES FOR THE CONSTITUENTS WE SERVE. 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. PROGRAM SERVICE EXPENSE = $344,404 GRANTS = $147,229 PROGRAM SERVICE REVENUE = $0 Supplemental Information FORM 990, PAGE 1, ITEM C DOING BUSINESS AS CHRISTUS HEALTH SOUTHEAST TEXAS OPERATES UNDER THE FOLLOWING NAMES: CHRISTUS ST. ELIZABETH HOSPITAL CHRISTUS ST. MARY HOSPITAL CHRISTUS JASPER MEMORIAL FORM 990, PART VI, LINE 2 DESCRIPTION OF RELATIONSHIP DIRECTORS ROY STEINHAGEN AND TOM HERBST HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, LINE 6 DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS CHRISTUS HEALTH IS THE SOLE CORPORATE MEMBER OF THE FILING ORGANIZATION. FORM 990, PART VI, LINE 7A DESCRIPTIONS OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS CHRISTUS HEALTH, THE SOLE CORPORATE MEMBER OF THE FILING ORGANIZATION, HAS THE POWER TO APPOINT ALL MEMBERS OF THE FILING ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, LINE 7B DECISIONS OF THE GOVERNING BODY SUBJECT TO APPROVAL 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 MEMBERS HAVE 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. FORM 990, PART VI, LINE 11 PROCESS USED TO REVIEW FORM 990 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. FORM 990, PART VI, LINE 12C DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICT OF INTEREST 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. FORM 990, PART VI, LINES 15A & 15B COMPENSATION DETERMINATION PROCESS 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 Southeast Texas. 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 CHRISTUS HEALTH CEO 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 ON THE AFOREMENTIONED PROCEDURE, THE SECRETARY'S COMPENSATION IS NOT REVIEWED BY A COMPENSATION COMMITTEE. FORM 990, PART VI, LINE 18 PUBLIC DISCLOSURE OF 1023 AND FORMS 990 & 990-T 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. FORM 990, PART VI, LINE 19 AVAIL OF GOVERNING DOCS, CONFLICT OF INTEREST POLICY AND FIN STMTS 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. FORM 990, PART VII HOURS WORKED FOR A RELATED ORGANIZATION 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. Through 2/27/10, ELLEN JONES DEVOTED AN AVERAGE OF 5.5 HOURS PER WEEK AT CHRISTUS HEALTH SOUTHWESTERN LOUISIANA, A RELATED ORGANIZATION OF THE FILING ENTITY. ELLEN WAS THE PRESIDENT & CEO OF CHRISTUS HEALTH SOUTHWESTERN LOUISIANA. Through 2/27/10, Ellen devoted an average of 50 hours per week to CHRISTUS Health Southeast Texas as its President/CEO." Effective 2/28/10, Ellen devotes an average of 22 hours per week to CHRSTUS Health Gulf Coast, a related organization of the filing entity. Ellen is the President/CEO of CHRISTUS Health Gulf Coast. Through 5/8/10, WILLIAM HECHT DEVOTED AN AVERAGE OF 6.5 HOURS PER WEEK AT CHRISTUS HEALTH SOUTHWESTERN LOUISIANA, A RELATED ORGANIZATION OF THE FILING ENTITY. WILLIAM WAS THE CHIEF FINANCIAL OFFICER OF CHRISTUS HEALTH SOUTHWESTERN LOUISIANA. Through 5/8/10, William devoted an average of 58 hours per week to CHRISTUS Health Southeast Texas as its CFO. Effective 5/9/10, William devotes an average of 26 hours per week to CHRISTUS Health Gulf Coast, a related organization of the filing entity. William is the CFO of CHRSTUS Health Gulf Coast. Through 9/1/09, PAUL TREVINO DEVOTED AN AVERAGE OF 55 HOURS PER WEEK AT CHRISTUS SPOHN HEALTH SYSTEM, A RELATED ORGANIZATION OF THE FILING ENTITY. PAUL WAS THE SVP, ADMINISTRATIVE AND AMBULATORY SERVICES OF CHRISTUS SPOHN HEALTH SYSTEM. Through 10/24/09, Tom Permetti devoted an average of 56 hours per week to CHRISTUS Health Gulf Coast, a related organization of the filing entity. Tom was the Administrator of St. John Hospital for CHRISTUS Health Gulf Coast. From 10/25/09 through 5/8/10, Tom devoted an average of 45 hours to CHRISTUS Health Gulf Coast as its Administrator of St. John Hospital. From 10/25/09 through 5/8/10, Tom devoted an average of 11 hours to CHRISTUS Continuing Care, a related organization of the filing entity. Tom was the Facility Administrator/VP of Strategy for CHRISTUS Continuing Care. Effective 5/8/10, Tom devotes an average of 34 hours per week to CHRISTUS Health Gulf Coast as its Regional COO and Administrator. Effective 5/10/10, Charles Foster devotes an average of 40 hours per week to CHRISTUS Health Gulf Coast, a related organization of the filing entity. Charles is the VP of Human Resources for CHRISTUS Health Gulf Coast. Effective 5/10/10, Heather Boler devotes an average of 40 hours per week to CHRISTUS Health Gulf Coast, a related organization of the filing entity. Heather is the VP of Business Development and Marketing for CHRISTUS Health Gulf Coast. 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