2024-05-09T14:03:57+00:00 2023-06-30 346565596 ERNST & YOUNG US LLP 2323 VICTORY AVENUE DALLAS TX 75219 990 2022-07-01 751976930 Mother Frances Hospital - Jacksonville MOTH 9036065639 5101 N OConnor Blvd IRVING TX 75039 ERIC GARRISON CFO 2024-05-09 true ERIC GARRISON 999009999 true Stephanie Lew P01080011 2149698000 2022 2023-04-26 12:10:37Z X CHRISTUS MOTHER FRANCES HOSPITAL - JACKSONVILLE JASON PROCTOR 1315 DOCTORS DRIVE TYLER TX 75701 94181283 false X WWW.CHRISTUSHEALTH.ORG/TRINITY/JACKSONVILLE X 2000 TX TO PROVIDE THE COMMUNITY WITH A FULL RANGE OF COMPREHENSIVE HEALTH CARE SERVICES WITHOUT REGARD TO RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP, AGE, OR ABILITY TO PAY. 20 12 0 1 0 0 138291 255561 84373674 93519112 3000 0 6267 406610 84521232 94181283 3350 27270 0 23225227 22150030 0 14037 43894244 54380204 67122821 76557504 17398411 17623779 12786874 16112903 4283896 3124974 8502978 12987929 SEE SCHEDULE O false false 65868462 27270 93915414 THE HOSPITAL'S OPERATING PLAN INCORPORATES PROVISIONS FOR INDIVIDUALS WHO DO NOT POSSESS THE ABILITY TO PURCHASE ESSENTIAL MEDICAL SERVICES TO RECEIVE SERVICES AT THE SAME LEVEL AS ANY OTHER PATIENTS WITHOUT REGARD TO THEIR ABILITY TO PAY. OUR COMMITMENT TO OUR COMMUNITY EXTENDS TO FREE OR SUBSIDIZED INDIVIDUAL CARE, SUBSIDIZED EDUCATION OF HEALTHCARE PROFESSIONALS, DISCOUNTED FEES FOR PARTICIPANTS IN GOVERNMENT PROGRAMS, COMMUNITY HEALTH EDUCATIONS AND TO OTHER COMMUNITY AGENCIES. SPECIFIC COMMUNITY SERVICES AND PROGRAMS INCLUDE: WELLNESS AND PREVENTION EDUCATION PROGRAMS, COMMUNITY DIAGNOSTIC SCREENING PROGRAMS, SENIOR CITIZEN HEALTH AWARENESS PROGRAMS, AWARENESS OF BEHAVIORAL HEALTH NEEDS AND PROGRAMS FOR YOUTH AND ADULTS AT RISK AND AWARENESS PROGRAMS FOR PERSONS WITH SPECIAL PHYSICAL OR MENTAL NEEDS, AS WELL AS FOOD INSECURITY. INDIVIDUALS SERVED AMOUNT TO 20,118 VISITS TO OUR EMERGENCY DEPARTMENTS, 58 INPATIENT SURGERY PROCEDURES, 1,208 OUTPATIENT SURGERY PROCEDURES, 718 PATIENTS WHO WERE ADMITTED TO OUR HOSPITALS FOR CARE, AND 56,659 PATIENTS WHO RECEIVED OUTPATIENT CARE. AS PART OF THE EDUCATIONAL FOCUS AREA OF THECURRENT CHNA, PROVIDING EDUCATIONAL TRAINING WITHIN THE HOSPITAL AND CLINICS FOR STUDENTS PURSING PROGRAMS IN NURSING, ALLIED HEALTH, MEDICAL STUDENT ROTATION FOR RURAL HEALTH, AND JOB SHADOWING FOR HIGH SCHOOL AND COLLEGE STUDENTS AT ALL LEVELS. WHILE ON SITE. ASSOCIATE PRECEPTORS INCLUDE REGISTERED NURSES, ADVANCE PRACTICE REGISTERED NURSES, RADIOLOGIC TECHNOLOGISTS AND PHYSICIANS. GME PROGRAMS ARE NOT INCLUDED. ANOTHER KEY PROJECT THAT IS SUPPORTED BY MOTHER FRANCES - JACKSONVILLE IS THE MULTITUDE OF NOT-FOR-PROFITS WHO PROVIDE ESSENTIAL SERVICES TO OUR COMMUNITIES WE SERVE ESPECIALLY THOSE IN POVERTY AND LOW INCOME AND OTHERS FACING SPECIAL NEEDS AND ASSISTANCE. THIS PAST YEAR KEY ORGANIZATIONS SUCH AS KIWANIS, TREE OF PROMISE, BOY SCOUTS, THE CITY LEADERSHIP TRAINING PROGRAMS TO HELP MEMBERS UNDERSTAND THE ROLE AND CHALLENGES OF THE COMMUNITY AND HOW HEALTH CARE IS IMPACTED IN EVERY NEIGHBORHOOD, AND THE FOOD PANTRIES. A KEY COLLABORATION IS THE COUNTYWIDE JINGLE JOG ORGANIZED, IMPLEMENTED, AND FUNDED BY MOTHER FRANCES HOSPITAL - JACKSONVILLE NOT ONLY FOCUSES ON HEALTHY HABITS FOR FAMILIES BUT RAISES MONEY FOR THE ROTARY CLUB LOCALLY AND 100% OF THE FUNDS ALLOCATED TO THE ROTARY GO TO OTHER SERVICE ORGANIZATIONS TO ADDRESS COMMUNITY NEEDS. 65868462 true false false false false false false false true true false false false true true false true false false false false false false false false true true true false true false false false false false false false false false false false false false true true true false false true 0 0 0 false false false false false false false false false false false false X 20 12 false false false false true true true true true false false true true true true true true true true false X LEE SONNE 4692822000 5101 N OConnor Blvd IRVING TX 75039 ELIZABETH PULLIAM CFO/TREASURER (THRU 04/2023) 4.0 36.0 X X 0 585994 97191 JASON PROCTOR CEO 19.0 21.0 X X 0 843803 261492 PRESTON SMITH Director / Vice-Chair 19.0 0.0 X X 0 0 0 SHANNON DACUS Director / Chairperson 7.0 0.0 X X 0 0 0 ANDRIA CARDINALLI-STEIN MD Director 14.0 26.0 X 0 476507 12200 BILL CHEN PH D Director 1.0 10.0 X 0 19699 0 CHRIS GLENNEY Board Director 24.0 16.0 X 0 1403929 446039 DICK STONE Board Director 19.0 0.0 X 0 0 0 FRED HARRIS JR Director 24.0 0.0 X 0 0 0 JEAN COLEMAN Director 12.0 0.0 X 0 0 0 JEB JONES Director 17.0 0.0 X 0 0 0 JEFF PUCKETT Director 11.0 29.0 X 0 6548766 2426509 JOE BOB BURGIN Board Director 15.0 0.0 X 0 0 0 JOE BOB JOYCE Director (TERM 12/22) 6.0 0.0 X 0 0 0 MARK ANDERSON MD Board Director 12.0 28.0 X 0 933102 271882 MICHAEL HALLUM Director 5.0 0.0 X 0 0 0 RANDY CHILDRESS Director 9.0 0.0 X 0 0 0 SCOTT SMITH MD BOARD DIRECTOR (THRU 11/2021) 9.0 31.0 X 0 621000 23620 SISTER GUADALUPE RUIZ Director 9.0 0.0 X 0 0 0 SISTER RITA FANNING Director 8.0 0.0 X 0 0 0 SISTER ROSANNE POPP Board Director (AS OF 01/22) 2.0 38.0 X 0 231978 2672 SONJA YATES HUBBARD Director 11.0 0.0 X 0 0 0 STEVE KEUER MD Director 18.0 22.0 X 0 1293583 226672 AMANDA SMITH CORPORATE SECRETARY 25.0 15.0 X 0 48820 10141 JACLYNN HARRISON CFO (AS OF 04/2023) 40.0 0.0 X 0 406579 62394 Barry Lofquist ADMINISTRATOR 40.0 0.0 X 0 278878 24884 ANNE PILEGGI FORMER DIRECTOR (TERM 12/19) 0.0 40.0 X 0 414978 51129 Gregg Freimer MD Director (Term 12/20) 0.0 40.0 X 0 439934 23853 PETER SIRIANNI MD Board Director (Term 12/20) 0.0 40.0 X 0 1601513 11092 0 16149063 3951770 0 true true false 0 255561 255561 Net Patient Revenue 621110 91833665 91833665 Rental Revenue 532000 39632 39632 Contract Revenue 446110 17016 17016 ALLOC CHARGEOUT PHYS NON CONTRACT REV 900099 793912 793912 Shared Savings 900099 53611 53611 781276 781276 0 0 93519112 0 0 0 0 Bad debt collection 900099 370859 370859 Food Service 900099 2884 2884 Rebates 900099 25443 25443 7424 0 0 7424 406610 94181283 93915414 0 10308 X 27270 27270 18316693 17354611 948045 14037 2564486 2381016 183470 1268851 1212942 55909 1990838 1990838 2797 177 2620 25265879 20609157 4656722 0 37696 32236 5460 2535045 1756062 778983 3660773 3660773 3117326 3117326 14360 7960 6400 12139 6499 5640 1452700 1452700 483637 293200 190437 Medical Supplies 11052749 11032311 20438 Subscriptions 500 500 LPPF Tax Expense 4549199 4549199 TLRA Collection Fee 137811 0 137811 66755 44458 22297 0 76557504 65868462 10675005 14037 54438 52588 6446054 6160671 0 0 7125 6200 320905 452508 55162 2826719 11835774 5678657 4606988 6157117 0 0 1296202 457100 12786874 16112903 3251395 2746504 683026 79486 0 349475 298984 4283896 3124974 X 8502978 12987929 8502978 12987929 12786874 16112903 X 17623779 -13138828 X false true X true true X 4587177 856276 340534 434 5783553 4606929 122490 -123917 18325 4587177 3951360 708623 53054 4606929 3883058 83627 15325 3951360 3676633 10000 206545 10120 3883058 0.0 0.423 0.577 false false 345399 345399 475192 120783 354409 9849757 5557874 4291883 1165426 1165426 6157117 LT Portion Capital Lease Bldg/Hosp 15850 CP Lease Liability 94359 Intercompany Payables 188775 298984 X Schedule D, Part V, Line 4 Intended uses of endowment funds THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR THE ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND ITEMS SUPPORTED BY THE ENDOWMENT WHILE SEEKING TO MAINTAIN ITS PURCHASING POWER. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote PER FOOTNOTE 3 IN THE CONSOLIDATED FINANCIAL STATEMENTS, THERE ARE NO MATERIAL UNRECORDED TAX LIABILITIES AS OF JUNE 30, 2023 AND 2022. true true X true X 300 true X true true false true true 0 4953948 0 4953948 0.0647 0 5662233 7623362 0 0.0 0 0 0 0 0.0 0 0 10616181 7623362 4953948 0.0647 6 10332 56266 0 56266 0.0007 0 0 0 0 0 0.0 0 0 0 0 0 0.0 0 0 0 0 0 0.0 3 22864 106812 0 106812 0.0014 9 33196 163078 0 163078 0.0021 9 33196 10779259 7623362 5117026 0.0668 0 0 0 0 0 0.0 0 0 0 0 0 0.0 1 5035 3092 0 3092 0.0000 0 0 0 0 0 0.0 0 0 0 0 0 0.0 0 0 0 0 0 0.0 1 0 4002 0 4002 0.0001 1 806 37237 0 37237 0.0005 0 0 0 0 0 0.0 3 5841 44331 0 44331 0.0006 true 15449799 13978559 1471240 X true true 1 1 MOTHER FRANCES HOSPITAL-JACKSONVILLE 1026 JACKSON STREET JACKSONVILLE TX 75766 https://www.christushealth.org/locations/jacksonville-hospital 007254 X X X X MOTHER FRANCES HOSPITAL-JACKSONVILLE 1 false false true X X X X X X X X X 22 true true false true X https://www.christushealth.org/locations/sulphur-springs-hospital X SEE SUPPLEMENTAL INFO X true 22 true https://www.christushealth.org/-/media/christus-health/connect-with-christus/files/community-involve false true X 300.0 400.0 X X X X X true true X X X X X true X https://www.christushealth.org/plan-care/bill-pay/financial-assistance X SEE SUPPLEMENTAL INFO X SEE SUPPLEMENTAL INFO X X X X X X X true X false X X X X X true X false false Schedule H, Part V, Section B, Line 3E FACILITY NAME: MOTHER FRANCES HOSPITAL - JACKSONVILLE ADVANCE HEALTH & WELL-BEING 1. SPECIALTY CARE AND CHRONIC DISEASE MANAGEMENT - OBESITY - HEART DISEASE - DIABETES - CANCER 2. BEHAVIORAL HEALTH - MENTAL HEALTH - SUBSTANCE ABUSE 3. PRIMARY CARE 4. EDUCATION BUILD RESILIENT COMMUNITIES & IMPROVE SOCIAL DETERMINANTS 5. IMPROVE FOOD ACCESS 6. REDUCE SMOKING AND VAPING Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - MOTHER FRANCES HOSPITAL -JACKSONVILLE. THE CHNA PROCESS INVOLVED ENGAGEMENT WITH INTERNAL AND EXTERNAL STAKEHOLDERS TO COLLECT, CURATE, AND INTERPRET PRIMARY AND SECONDARY DATA. THE DATA WAS THEN USED TO PRIORITIZE THE HEALTH NEEDS OF THE COMMUNITY. FOR THIS COMPONENT, CTMFHS WORKED WITH METOPIO, A SOFTWARE AND SERVICES COMPANY THAT IS GROUNDED IN THE PHILOSOPHY THAT COMMUNITIES ARE CONNECTED THROUGH PLACES AND PEOPLE. CTMFHS CONDUCTED ITS CHNA USING AN ADAPTED PROCESS FROM THE MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIP (MAPP) FRAMEWORK. PRIMARY DATA WAS COLLECTED TROUGH FOUR CHANNELS: 1.COMMUNITY RESIDENT SURVEYS (1,365 RESIDENT SURVEYS RETURNED IN THE CTMF MINISTRY) 2.COMMUNITY RESIDENT FOCUS GROUPS (2 LOCAL GROUPS COVERING ADULT HEALTH, TWO ON MATERNAL AND CHILD HEALTH, AND JOINED WITH TWO SYSTEMWIDE FOCUS GROUPS ON HEALTH CARE AND SOCIAL SERVICE PROVIDERS AND BEHAVIORAL HEALTH. FOCUS GROUPS LASTED 90 MINUTES AND HAD UP TO 15 COMMUNITY MEMBERS. EXAMPLES OF COMMUNITY MEMBERS INCLUDED ALZHEIMER'S ALLIANCE, BETHESDA CLINIC, FAMILY CIRCLE OF CARE - FQHC, ST. PAUL'S FOUNDATION, HELPING OTHERS PURSUE ENRICHMENT (HOPE) JACKSONVILLE, JACKSONVILLE CHAMBER OF COMMERCE, TYLER JUNIOR COLLEGE - ALL CAMPUSES, TEXAS A & M AGRI-LIFE EXTENSION SERVICE, CAN HELP, CUMBY FOOD BANK, EAST TEXAS FOOD BANK, HEART OF HOPE, WINNSBORO ISD, PILOT CLUB, THE DINNER BELL; CAREVIDE (FQHC); LAKES REGIONAL MHMR, SENIOR CITIZEN MEALS ON WHEELS; GLEN OAKS HOSPITAL, SULPHUR SPRINGS ISD, TEXAS DEPARTMENT OF HEALTH REGIONAL OFFICE AND MANY MORE. THESE TYPES OF ENTITIES WERE USED FOR THE GROUP BELOW ALSO BUT NOT DUPLICATED. 3.HEALTH CARE AND SOCIAL SERVICE PROVIDER FOCUS GROUPS. 4.KEY INFORMANT INTERVIEWS (20 KEY INFORMANTS WERE INTERVIEWED ONE-ON-ONE. EACH INTERVIEW WAS 30 MINUTES). PARTICIPANTS EITHER LIVED IN OR SERVED LOW-INCOME GROUPS OR UNDERREPRESENTED GROUPS. SECONDARY DATA FOR THE CHNA WAS AGGREGATED ON A DATA PLATFORM AND INCLUDED: 1.HOSPITAL UTILIZATION DATA 2.SECONDARY SOURCES INCLUDING, BUT NOT LIMITED TO, THE AMERICAN COMMUNITY SURVEY, THE DECENNIAL CENSUS, THE CENTERS FOR DISEASE CONTROL, THE ENVIRONMENTAL PROTECTION AGENCY, HOUSING, AND URBAN DEVELOPMENT, AND THE TEXAS DEPARTMENT OF STATE HEALTH SERVICES. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - MOTHER FRANCES HOSPITAL - JACKSONVILLE. MOTHER FRANCES HOSPITAL, MOTHER FRANCES HOSPITAL - JACKSONVILLE, MOTHER FRANCES HOSPITAL - WINNSBORO, CHRISTUS HOPKINS HEALTH ALLIANCE. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - MOTHER FRANCES HOSPITAL - JACKSONVILLE. BASED ON COMMUNITY INPUT AND ANALYSIS OF A MYRIAD OF DATA, THE PRIORITIES FOR THE COMMUNITIES SERVED BY CTMFHS FOR FISCAL YEARS 2023 - 2025 FALL INTO TWO DOMAINS UNDERNEATH AN OVERARCHING GOAL OF ACHIEVING HEALTH EQUITY. THE TWO DOMAINS AND CORRESPONDING HEALTH NEEDS ARE: A. ADVANCE HEALTH AND WELLBEING 1. SPECIALTY CARE AND CHRONIC DISEASE MANAGEMENT - OBESITY - HEART DISEASE - DIABETES - CANCER A. PROVIDE SCREENING AND EDUCATION OPPORTUNITIES ABOUT HEART DISEASE, DIABETES, AND OBESITY. B. PROVIDE SPECIALTY CARE IN CONJUNCTION WITH SCHOOLS, EVENTS, AND COMMUNITY REQUESTS FOR SUPPORT. C. PROVIDE EDUCATION, SCREENINGS, AND CARE FOR CANCER DISEASE. 2.BEHAVIORAL HEALTH A. EXPAND AND SUPPORT BEHAVIORAL HEALTH SERVICES IN THE COMMUNITIES SERVED FOR INDIVIDUALS AND FAMILIES. B. CREATE COMMUNITY CONNECTIONS FOR MENTAL HEALTH SERVICES. C. DEVELOP A COMMUNITY WORKGROUP TO COLLECT INFORMATION ON SUBSTANCE ABUSE IN BOTH ADOLESCENTS AND ADULTS. 3.PRIMARY CARE A. ACCESS TO PRIMARY CARE. B. REDUCE INEQUITIES CAUSED BY CULTURAL BARRIERS TO CARE. C. DEVELOP, PARTICIPATE, AND EXPAND COMMUNITY COLLABORATION TO INCREASE ACCESS AND FOLLOW-UP CARE. 4.EDUCATION A. COLLABORATE WITH COMMUNITY HEALTH EDUCATION ACCESS POINTS. B. COLLABORATE WITH COMMUNITY GROUPS TO ENHANCE FUNDING FOR STUDENT SCHOLARSHIPS. C. COLLABORATE ON COMMUNITY LEADERSHIP BUILDING PROGRAMS. B. BUILD RESILIENT COMMUNITIES AND IMPROVE SOCIAL DETERMINANTS 1. IMPROVING FOOD ACCESS A. EXPAND AND SHARE INFORMATION ON FOOD INSECURITIES TO BETTER SERVE TARGETED POPULATIONS. B. IMPROVE/EXPAND EDUCATION ON THE IMPORTANCE OF HEALTHY EATING & RESOURCES. 2.REDUCING SMOKING AND VAPING A. EVALUATE & EXPAND SMOKING CESSATION PROGRAM TO PREVENT RISK OF DISEASE. B. PARTNER WITH SCHOOLS REDUCE VAPING AMONG STUDENTS. ALL FOCUS AREAS HAD PROJECTS OR PROGRAM SUPPORT, BUT NOT ALL TASKS HAD ACTIVITIES. KEY TO 2024 WILL BE TO IMPROVE ON SOCIAL DETERMINANTS OF HEALTH AND TASK UNDER ALL AREAS. Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - MOTHER FRANCES HOSPITAL - JACKSONVILLE. UNINSURED PATIENTS WHO APPLY FOR THE FINANCIAL ASSISTANCE PROGRAM MAY ALSO QUALIFY FOR ASSISTANCE UNDER THE POLICY, REGARDLESS OF INCOME LEVEL, IF THEY HAVE MEDICAL OR HOSPITAL BILLS THAT EXCEED 10% OF THEIR GROSS FAMILY INCOME. Schedule H, Part V, Section B, Line 15 Facility , 1 Facility , 1 - MOTHER FRANCES HOSPITAL - JACKSONVILLE. IN ADDITION TO REGULAR APPLICATIONS, THE HOSPITAL ALSO ASSESSED PATIENTS FOR PRESUMPTIVE ELIGIBILITY TO FACILITATE GIVING ASSISTANCE TO NEEDY PATIENTS. THE HOSPITAL IMPLEMENTED ELECTRONIC ELIGIBILITY TOOLS THAT USED PATIENT DEMOGRAPHIC DATA, CREDIT REPORTS, AND OTHER PUBLICLY AVAILABLE INFORMATION TO ESTIMATE A PATIENT'S INCOME, ASSETS, AND LIQUIDITY. PATIENTS WERE SCREENED AS PART OF THE COLLECTION ATTEMPT PROCESS. WHEN ELECTRONIC SCREENING WAS USED AS THE BASIS FOR PRESUMPTIVE ELIGIBILITY, THE HIGHEST DISCOUNT OF FULL FREE CARE WAS GRANTED FOR ELIGIBLE SERVICES FOR RETROSPECTIVE DATES OF SERVICE ONLY. IF A PATIENT DID NOT QUALIFY UNDER THE ELECTRONIC ENROLLMENT PROCESS, THE PATIENT COULD STILL BE CONSIDERED UNDER THE TRADITIONAL FINANCIAL ASSISTANCE APPLICATION PROCESS. Schedule H, Part V, Section B, Line 16 Facility , 1 Facility , 1 - MOTHER FRANCES HOSPITAL - JACKSONVILLE. A SUMMARY OF THE POLICY AND DOCUMENTS NEEDED TO APPLY FOR ASSISTANCE WAS WIDELY AVAILABLE AT WWW.CHRISTUSHEALTH.ORG/CHARITYCARE. (THIS WEBSITE WAS THE FIRST RESULT IN GOOGLE WHEN PATIENTS SEARCHED FOR THE HOSPITAL NAME AND CHARITY CARE OR FINANCIAL ASSISTANCE.) EFFECTIVE JULY 1, 2016, THE INDIVIDUAL HOSPITAL'S HOMEPAGE HAD A CONSPICUOUS FINANCIAL ASSISTANCE LINK DIRECTING PATIENTS TO THE CHARITY CARE HOMEPAGE. FINANCIAL COUNSELORS ALSO PUBLICIZED THE AVAILABILITY OF FINANCIAL ASSISTANCE DURING ONE-ON-ONE VISITS WITH PATIENTS. THE HOSPITAL ATTEMPTED TO PROVIDE ALL UNINSURED PATIENTS WITH FINANCIAL COUNSELING. SPENDING TIME FACE-TO-FACE WITH PATIENTS ALLOWED COUNSELORS TO FACILITATE THE APPLICATION PROCESS FOR PATIENTS WHO OTHERWISE MIGHT NOT HAVE SOUGHT ASSISTANCE. COUNSELORS HELPED COMPLETE FINANCIAL ASSISTANCE APPLICATIONS AND EVALUATE PAYMENT PLANS FOR OUTSTANDING BALANCES. UNINSURED PATIENTS WERE SCREENED FOR MEDICAID ELIGIBILITY, AND COUNSELORS ALSO ASSISTED ELIGIBLE PATIENTS IN COMPLETING THOSE APPLICATIONS. Schedule H, Part V, Section B, Line 20 Facility , 1 Facility , 1 - MOTHER FRANCES HOSPITAL - JACKSONVILLE. WHEN COLLECTION CALLS RESULTED IN PATIENT CONTACT, BUSINESS AGENTS PERFORMED A VERBAL SCREENING TO SEE IF THE PATIENT MIGHT BE ELIGIBLE FOR CHARITY CARE. IN ADDITION, BILLING STATEMENTS CONTAINED THE FOLLOWING NOTICE: YOU MAY QUALIFY FOR FINANCIAL ASSISTANCE BASED UPON YOUR INCOME LEVEL. IF YOU DO NOT QUALIFY AND CANNOT MAKE PAYMENT IN FULL, WE WILL WORK WITH YOU TO SET UP AN ACCEPTABLE PAYMENT PLAN. 0 Schedule H, Part V, Section B, Line 17 THE HOSPITAL DID NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIONS DURING THE TAX YEAR. THE POLICY STRICTLY PROHIBITED TAKING LEGAL ACTION AGAINST PATIENTS AND ALSO FORBADE PLACING A LIEN ON THE PATIENT'S HOME. IN THE EVENT OF NONPAYMENT, THE HOSPITAL AND ITS COLLECTIONS GROUPS WOULD SEND STATEMENTS AND MAKE PHONE CALLS. Schedule H, Part V, Section B, Line 22 THE HOSPITAL USED THE AVERAGE COMMERCIAL INSURANCE REIMBURSEMENT RATE FROM FISCAL YEAR ENDING 6/30/09 TO DETERMINE AMOUNTS GENERALLY BILLED TO PATIENTS WITH INSURANCE. THIS AVERAGE RATE WAS THE AVERAGE REIMBURSEMENT RECEIVED FOR CATEGORIES OF SERVICES FROM ALL PRIVATE INSURERS THAT REIMBURSE HOSPITALS ACROSS THE CHRISTUS HEALTH SYSTEM, EXCEPT FOR ST. VINCENT AND LONG-TERM HOSPITALS, AND EXCLUDING IMPLANT AND DRUG CONTRIBUTION DOLLARS. ALL UNINSURED PATIENTS WERE CHARGED NO MORE THAN 40% OF CHARGES FOR THE RELEVANT SERVICE LINE. PATIENTS ELIGIBLE FOR ADDITIONAL FINANCIAL ASSISTANCE WERE CHARGED NO MORE THAN THE AVERAGE RATE (FOR INCOME LEVELS FROM 301% TO 400% OF THE FPL) OR RECEIVED FREE CARE (FOR INCOMES AT OR BELOW 300% OF THE FPL). FOR LAB SERVICES, ELIGIBLE PATIENTS WERE CHARGED A PERCENTAGE OF THE MEDICARE RATE. Schedule H, Part I, Line 3c FACTORS OTHER THAN THE FPG DETERMINING FREE OR DISCOUNTED CARE HOSPITAL USES THE FOLLOWING OTHER CRITERIA TO DETERMINE ELIGIBILITY FOR FREE DISCOUNTED CARE: 1) INCOME LEVEL 2) ASSET LEVEL 3) MEDICAL INDIGENCY 4) INSURANCE STATUS 5) UNDERINSURANCE STATUS 6) RESIDENCY Schedule H, Part I, Line 5a BUDGETED CHARITY CARE THE ORGANIZATION BUDGETS CHARITY CARE FOR INTERNAL FINANCIAL REVIEW PURPOSES ONLY. THE PROVISION OF CHARITY CARE IS NOT LIMITED TO AMOUNTS ESTABLISHED FOR BUDGETARY PURPOSES. Schedule H, Part I, Line 7f PERCENT OF TOTAL EXPENSE TOTAL EXPENSE FROM FORM 990, PART IX, LINE 25, COLUMN (A) IS $76,557,504. THE BAD DEBT EXPENSE INCLUDED IN THIS AMOUNT IS $0. THIS LEAVES A TOTAL EXPENSE OF $76,557,504 FOR PURPOSES OF CALCULATING LINE 7, COLUMN (F). Schedule H, Part I, Line 7f FIN ASSISTANCE/OTHER BENEFITS AS PERCENTAGE OF COST THE ORGANIZATION'S TOTAL COMMUNITY BENEFIT EXPENSE AS REPORTED ON PART I, LINE 7K, COLUMN (C) AS A PERCENTAGE OF TOTAL EXPENSE IS 0.21%, WHICH EXCEEDS THE AMOUNT REPORTED ON PART I, LINE 7K COLUMN (F) WHICH IS COMPUTED USING NET COMMUNITY BENEFIT EXPENSE. Schedule H, Part I, Line 7i CASH AND IN-KIND CONTRIBUTIONS CMFH - JACKSONSVILLE MADE OVER $106,812 IN CASH AND IN KIND CONTRIBUTIONS DURING FISCAL YEAR 2023. 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. Schedule H, Part III, Line 1 BAD DEBT REPORTING IN ACCORDANCE WITH HFMA STATEMENT 15 CHRISTUS HEALTH FOLLOWS IN PRINCIPLE HEALTHCARE FINANCIAL MANAGEMENT ASSOCATION 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 THE 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. Schedule H, Part I, Line 6a ANNUAL COMMUNITY BENEFIT REPORT 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 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. Schedule H, Part II THE CHRISTUS HEALTH ADVOCACY DEPARTMENT IS WORKING IN PARTNERSHIP WITH LOCAL, STATE AND FEDERAL POLICY MAKERS TO ENSURE ACTIVITIES AND PROGRAMS ARE IN PLACE THAT WILL ENHANCE PUBLIC HEALTH AND ADVANCE GENERAL KNOWLEDGE. DURING FY 2023, 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 PATIENTS WE SERVE. SOME OF THE MAIN COMMUNITY BUILDING ACTIVITIES ARE IMPROVING ACCESS TO HEALTH SERVICES AND BUILDING COLLABORATIVE RELATIONSHIPS WITH OTHER ORGANIZATIONS SEEKING TO ADDRESS CHRONIC CONDITIONS THAT DISPROPORTIONATELY IMPACT THE POOR AND UNDERSERVED. Schedule H, Part I, Line 7 EXPLANATION OF COSTING METHODOLOGY USED FOR CALCULATING LINE 7 TABLE 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 7G: SUBSIDIZED HEALTH SERVICES COST IS AT FMV LINE 7I: ACTUAL EXPENSE OF THE CONTRIBUTIONS Schedule H, Part V, Section B, Line 7 OTHER WEBSITE https://www.christushealth.org/-/media/christus-health/connect-with-christus/files/community-involvement-and-commitment/trinity-mother-frances-jacksonville/tmf_jacksonville_chna_2023.ashx Schedule H, Part V, Section B, Line 16b FAP APPLICATION FORM WEBSITE https://www.christushealth.org/-/media/christus-health/plan-care/files/bill-pay/financial-assistance/financial-language-documents/financial-assistance-policy-english.ashx Schedule H, Part V, Section B, Line 16c PLAIN LANGUAGE FAP SUMMARY WEBSITE https://www.christushealth.org/-/media/christus-health/plan-care/files/bill-pay/financial-assistance/financial-language-documents/2021plainlanguagesummaryhospitalenglish.ashx Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount THE ORGANIZATION'S TOTAL BAD DEBT EXPENSE (TOTAL OF ALL HOSPITAL FACILITIES) IS IN ACCORDANCE WITH THE ORGANIZATION'S FINANCIAL STATEMENTS, WHICH IS COMPUTED AS BAD DEBT NET OF CONTRACTUAL ALLOWANCE, PAYMENTS RECEIVED AND RECOVERIES OF BAD DEBT PREVIOUSLY WRITTEN OFF. Schedule H, Part III, Line 3 Bad Debt Expense Methodology MOTHER FRANCIS HOSPITAL - JACKSONVILLE RECOGNIZED THAT SOME PATIENTS ARE UNABLE OR UNWILLING TO SEEK FINANCIAL ASSISTANCE DUE TO BARRIERS SUCH AS EDUCATIONAL LEVEL, LITERACY, DOCUMENTATION REQUIREMENTS, OR BEING INTIMIDATED BY THE APPLICATION PROCESS. IN ORDER TO ESTIMATE THE AMOUNT OF THE ORGANIZATION'S BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS WHO MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE BUT HAVE NOT SUBMITTED AN APPLICATION, THE ORGANIZATION ENGAGED PARO DECISION SUPPORT, LLC. PARO CHARITY SCORE IS DESIGNED TO IDENTIFY PATIENTS THAT LIKELY QUALIFY FOR FINANCIAL ASSISTANCE BASED ON A PREDICTIVE MODEL AND OTHER FINANCIAL AND ASSET ESTIMATES FOR THE PATIENT DERIVED FROM PUBLIC RECORD SOURCES. FOR THE FISCAL YEAR ENDING JUNE 30, 2011, THE ORGANIZATION REPORTED THAT 30 PERCENT OF BAD DEBT EXPENSES WERE ATTRIBUTABLE TO PATIENTS WHO MAY HAVE BEEN ELIGIBLE FOR FINANCIAL ASSISTANCE BUT WERE NOT RESPONSIVE TO THE APPLICATION PROCESS EXISTING AT THAT TIME. THIS FIGURE WAS BASED ON THE PARO ANALYSIS AND ESTIMATES OF PATIENTS' FINANCIAL NEEDS THAT EXAMINED WHETHER PATIENTS WERE CHARACTERSTIC OF OTHERS WHO HISTORICALLY QUALIFIED FOR ASSISTANCE UNDER THE TRADITIONAL APPLICATION PROCESS. THE PRESUMPTIVE CHARITY CARE ANALYSIS PERFORMED FOR THE PRIOR FISCAL YEAR DETERMINED A BENCHMARK OF BAD DEBT ACCOUNTS IN THE CHRISTUS HEALTH SYSTEM THAT LACKED THE INFORMATION TO QUALIFY FOR CHARITY CARE UNDER THE FILING ORGANIZATION'S CUSTOMARY PROCESS BUT WOULD HAVE LIKELY QUALIFIED FOR ASSISTANCE. DURING THE FISCAL YEAR ENDING JUNE 30, 2023, THE ORGANIZATION UTILIZED THE PARO SCORE TO IDENTIFY THE ACCOUNTS OF INDIVIDUAL PATIENTS THAT WERE LIKELY ELIGIBLE FOR FINANCIAL ASSISTANCE DESPITE HAVING NOT COMPLETED AN APPLICATION, AND SUCH ANALYSIS DETERMINED THAT 3.73% OF SUCH ACCOUNTS WERE LIKELY ELIGIBLE FOR FINANCIAL ASSISTANCE. THE ORGANIZATION GRANTED PRESUMPTIVE ELIGIBILITY FOR THESE ACCOUNTS AND THEY WERE RECLASSIFIED UNDER OUR FINANCIAL ASSISTANCE POLICY. THE AMOUNTS WERE NOT REPORTED AS BAD DEBT. THE AMOUNT REPORTED ON SCHEDULE H, PART III, LINE 3 IS THE DIFFERENCE BETWEEN THE PRESUMPTIVE CHARITY CARE BENCHMARK ESTABLISHED IN THE FISCAL YEAR ENDING JUNE 30, 2011 AND THE AGGREGATE OF INDIVIDUAL ACCOUNTS FOR WHICH THE ORGANIZATION GRANTED PRESUMPTIVE ELIGIBILITY IN THE FISCAL YEAR ENDING JUNE 30, 2023. THUS, THE ORGANIZATION ESTIMATES THAT ONLY 0.6099% OF THE BAD DEBT EXPENSES IN FISCAL YEAR ENDING JUNE 30, 2023 ARE ATTRIBUTABLE TO PATIENTS WHO WOULD LIKELY HAVE QUALIFIED FOR FINANCIAL ASSISTANCE. IT IS IMPORTANT TO NOTE THAT THE FIGURE CALCULATED FOR FISCAL YEAR ENDING JUNE 30, 2011 WAS ESTIMATED AND NOT EXACT, AND THEREFORE THE DIFFERENCE BETWEEN THE AMOUNTS QUALIFIED AS PRESUMPTIVE CHARITY CARE IN ANY FISCAL YEAR MAY VARY FROM THE BENCHMARK ESTABLISHED IN FISCAL YEAR ENDING JUNE 30, 2011. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote THE FOOTNOTE TO THE CHRISTUS HEALTH CONSOLIDATED FINANCIAL STATEMENTS SAYS, THE PREPARATION OF THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES (U.S. GAAP) REQUIRES MANAGEMENT OF THE SYSTEM TO MAKE ASSUMPTIONS, ESTIMATES, AND JUDGMENTS THAT AFFECT THE AMOUNTS REPORTED IN THE FINANCIAL STATEMENTS, INCLUDING THE NOTES THERETO, AND RELATED DISCLOSURES OF COMMITMENTS AND CONTINGENCIES, IF ANY AT THE DATE OF THE CONSOLIDATED FINANCIAL STATEMENTS. 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. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs THE MEDICAL CENTER USES MEDICARE COST REPORT METHODOLOGY, WHICH APPORTIONS ROUTINE COSTS (ROOM AND BOARD) BASED ON MEDICARE OR MEDICAID DAYS TO TOTAL DAYS AND APPORTIONS ANCILLARY COSTS BASED ON PROGRAM CHARGES TO TOTAL CHARGES. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance IT IS THE POLICY OF THE ORGANIZATION TO PURSUE COLLECTIONS OF PATIENT BALANCES FROM PATIENTS WHO HAVE THE ABILITY TO PAY FOR THESE SERVICES. CHRISTUS HEALTH APPLIES ITS COLLECTION EFFORTS CONSISTENTLY AND FAIRLY TO ALL PATIENTS REGARDLESS OF INSURANCE. IF A PATIENT DOES NOT HAVE THE FINANCIAL RESOURCES TO PAY THEIR OUTSTANDING BALANCES, THE GOAL OF THE ORGANIZATION IS TO QUALIFY THESE PATIENTS THROUGH THE ORGANIZATION'S CHARITY POLICY OR SCREEN THE PATIENTS THROUGH ORGANIZATION'S PRESUMPTIVE CHARITY TESTS. IF THE PATIENT QUALIFIES UNDER EITHER POLICY THE ACCOUNT WILL BE WRITTEN OFF BASED UPON LEVEL OF QUALIFICATION. THESE POLICIES SUPPORT THE MISSION AND VISION OF THE ORGANIZATION AND ARE APPROVED BY SENIOR LEADERSHIP. Schedule H, Part V, Section B, Line 16a FAP website - MOTHER FRANCES HOSPITAL-JACKSONVILLE: Line 16a URL: https://www.christushealth.org/plan-care/bill-pay/financial-assistance; Schedule H, Part V, Section B, Line 16b FAP Application website - MOTHER FRANCES HOSPITAL-JACKSONVILLE: Line 16b URL: SEE SUPPLEMENTAL INFO; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - MOTHER FRANCES HOSPITAL-JACKSONVILLE: Line 16c URL: SEE SUPPLEMENTAL INFO; Schedule H, Part VI, Line 2 Needs assessment THE HOSPITAL'S COMMUNITY HEALTH PROFILES PROVIDE A SNAPSHOT OF SURBURBAN, URBAN, AND RURAL SERVICE AREAS WITHIN TEXAS USING KEY HEALTH INDICATORS, WHICH FACILITATE COMPARISONS LOCALLY, REGIONALLY, AND OVER TIME. COMMUNITY HEALTH PROFILES ARE INTENDED TO ASSIST INTERNAL STAKEHOLDERS, COMMUNITY HEALTH COUNCIL MEMBERS, AND THE COMMUNITY HEALTH IMPROVEMENT DEPARTMENT IN DECIDING WHERE TO ALLOCATE RESOURCES AND ADDRESS HEALTH INEQUALITIES. ALL ENTITY ADVOCATES USE NATIONAL, STATE, AND LOCAL SECONDARY AND PRIMARY DATA SOURCES TO PROVIDE A CURRENT OVERVIEW OF LOCAL HEALTH NEEDS, FACTORS IMPACTING DISEASE AND INJURY BURDEN, SOCIOECONOMIC STATUS, ACCESS TO HEALTH CARE, AGE DISTRIBUTION, INDICATORS AND LIFESTYLE BEHAVIORS. THIS DATA IS USED TO GALVANIZE JOINT COMMUNITY HEALTH EFFORTS TO IMPROVE HEALTH AND REDUCE HEALTH INEQUALITIES AND TO EMPOWER THE GREATER COMMUNITY. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance CHRISTUS TRINITY MOTHER FRANCES HOSPITAL - JACKSONVILLE 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 HOSPITALS, INCLUDING BUT NOT LIMITED TO THE EMERGENCY ROOM WAITING AREAS AND THE ADMISSIONS OFFICE WAITING AREAS, 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. Schedule H, Part VI, Line 4 Community information RESPONDING TO COMMUNITY REQUESTS AND IDENTIFIED NEEDS FOR EXPANDED HEALTH CARE SERVICES FOR THE ENTIRE COMMUNITY IN A NOT-FOR-PROFIT ENVIRONMENT, CHRISTUS MOTHER FRANCES HOSPITAL - JACKSONVILLE OPENED IN 2001 AS A CRITICAL ACCESS HOSPITAL WITH 25 BEDS. CMFH-J HAS EXPANDED CLINIC ACCESS TO PHYSICIANS AND PROVIDED THEM WITHIN THE SAME MEDICAL COMPLEX AS THE HOSPITAL ITSELF. THIS PROXIMITY PROVIDES BETTER COMMUNICATION OF MEDICAL INFORMATION AND OFFERS PATIENTS MORE ADVANCED CARE OPTIONS. LOCATED IN CHEROKEE COUNTY WHERE THE POPULATION IS 52,646, THEY SERVE A LARGER REGION OF OVER 75,000 TODAY. THE POPULATION HAS A RATE OF 20.5% SMOKING AND 22.4% WITHOUT HEALTH CARE INSURANCE, BOTH ABOVE THE STATE AND NATIONAL RATES. THE LIFE EXPECTANCY IS 2 YEARS LESS THAN THE NATIONAL MEDIAN WITH A RATE OF 75.9 YEARS. AND THE AVAILABILITY OF PRIMARY CARE PROVIDERS IS LESS THAN THE STATE OR NATIONAL RATE, SITTING AT 0.89 VS. 1.30% IN THE STATE. CANCER AND HEART DISEASE ARE ABOVE THE STATE AND NATIONAL RATES. MENTAL HEALTH ISSUES ARE ABOVE THE STATE AND NATIONAL RATE FOR ALL AGES. GRADUATION RATES FOR THE COUNTY ARE ON PAR BUT ADVANCED EDUCATION LAGS BEHIND, SIGNIFICANTLY, THE STATE AND NATION, WHICH LEADS TO A HIGHER UNEMPLOYMENT RATE, LOWER INCOME PER HOUSEHOLD, AND HIGHER POVERTY RATE. Schedule H, Part VI, Line 5 Promotion of community health CHRISTUS MOTHER FRANCES HOSPITAL - JACKSONVILLE COMMUNITY HEALTH PROFILES PROVIDE A SNAPSHOT OF SUBURBAN, URBAN, AND RURAL SERVICE AREAS WITHIN NORTH TEXAS USING KEY HEALTH INDICATORS, WHICH FACILITATE COMPARISONS LOCALLY, STATE, AND REGIONALLY. THE HOSPITAL HAS A LEVEL IV TRAUMA CENTER, AND PROVIDES PATIENTS WITH PRIMARY CARE, URGENT CARE, CARDIAC AND PULMONARY REHABILITATION, UROLOGY, PHYSICAL THERAPY, AND A HOSPITALIST PROGRAM. THE HOSPITAL HOSTS A LEADERSHIP ADVISORY COUNCIL THAT MEETS AT LEAST 3 TIMES A YEAR AND HAS BOTH INTERNAL AND EXTERNAL PUBLIC MEMBERS WHO PARTICIPATE IN DISCUSSIONS ON ALL ASPECTS OF THE HOSPITAL OPERATIONS. THE ADVISORY COUNCIL LOOKS TO THE HOSPITAL TO SUPPORT THE GROWING COMMUNITY, AS WELL AS INDIVIDUAL AND FAMILY NEEDS. THEY ALSO HEAR REGULARLY OF THE FUNDING AND PROGRAMS BEING MADE THAT IMPACT THE NEXT YEAR'S GOALS AND THE ENTIRE GROUP EVALUATES THE PERFORMANCE OF THE HOSPITAL IN THE CURRENT YEAR. SAMPLES OF KEY PROGRAMS AND PROJECTS INCLUDE, BUT ARE NOT LIMITED TO, THOSE LISTED BELOW: 1.JACKSONVILLE ROTARY, LIONS CLUB AND OTHER DESCRIPTION: PROVIDED DONATIONS, GRANTS, STAFFING, AND DEVELOPMENT OF PROGRAMS AND EVENTS FOR THE LOCAL COMMUNITY ORGANIZATIONS INCLUDE JACKSONVILLE ROTARY, KIWANIS, JACKSONVILLE CHAMBER OF COMMERCE, MEMBERS OF THE STAFF SERVE IN LEADERSHIP POSITIONS AND VOLUNTEERS FOR PROGRAMS ON VARIOUS BOARDS AND NON-PROFITS IN THE COMMUNITY. PURPOSE: THESE PROGRAMS BENEFIT THE RESIDENTS OF THE AREA AND ORGANIZATIONS THAT PROVIDE SERVICES WHICH ARE NOT PROVIDED BY THE HOSPITAL BUT IMPACT THE HEALTH OF THE RESIDENTS IN ANDERSON/CHEROKEE COUNTIES. FUNDING LEADERSHIP TALENT FOR VOLUNTEER POSITIONS IS AN EVER-GROWING PROBLEM FOR ALL COMMUNITIES. THE PROGRAMS TARGET OUR FOCUS AREAS. 2. JOB SHADOWING/EDUCATIONAL WORKFORCE EDUCATION DESCRIPTION: STUDENTS PARTICIPATE IN JOB SHADOWING PROJECTS THROUGHOUT THE YEAR AND LEARN FROM PROFESSIONALS THE REQUIREMENTS AND DUTIES OF VARIOUS HEALTH CARE RELATED JOBS, SUPPORT SERVICES, AFFILIATED JOBS, AND SUPPORT AND ADMINISTRATIVE AREAS. THEY SPEND TIME IN THE AREAS TO SEE FIRSTHAND WHAT THE JOBS ENTAIL. AND A NEW PROGRAM CALLED RISE WAS INITIATED IN JACKSONVILLE. PURPOSE: TO PROVIDE YOUNG HIGH SCHOOL STUDENTS THE OPPORTUNITY TO GAIN EXPERIENCE AND LEARN ABOUT HEALTH CARE PROFESSIONALS AND OTHERS WHO SUPPORT THE SYSTEM AND THE HEALTHCARE WORK ENVIRONMENT. INFORMATION WAS GIVEN ON JOB OPPORTUNITIES AND JOB PROJECTED SHORTAGES IN WORKERS IN ALL AREAS ACROSS TEXAS AND THE NATION. THE RISE PROGRAM IS TARGETING EDUCATIONAL EQUITY. 3. COMMUNITY BEHAVIORAL SMALL GROUPS DESCRIPTION: FUNDING TO SUPPORT LOCAL MEETINGS ON COMMUNITY SAFETY, MENTAL HEALTH NEEDS AND SERVICES AVAILABLE, BLOOD DRIVES. PURPOSE: OUR GOAL IS OPEN DIALOGUE AT THE COMMUNITY LEVEL ON MANY ISSUES THAT IMPACT BEHAVIORAL HEALTH. THE NEED TO VALIDATE THE POTENTIAL ISSUES AND SOLUTIONS IS IMPORTANT IN A RURAL COMMUNITY WHERE THE TOPIC OF BEHAVIORAL HEALTH IS NOT AN EASY CONVERSATION TO HAVE AT ANY LEVEL. Schedule H, Part VI, Line 6 Affiliated health care system CHRISTUS MOTHER FRANCES HOSPITAL - JACKSONVILLE IS PART OF AN AFFILIATED HEALTH CARE SYSTEM CALLED CHRISTUS NORTHEAST TEXAS HEALTH SYSTEM CORPORATION. CHRISTUS NORTHEAST TEXAS IS A FAITH-BASED ORGANIZATION DEDICATED TO CREATING HEALTHY LIVES FOR PEOPLE AND COMMUNITIES. CMFH-JACKSONVILLE AND ITS AFFILIATES PROMOTE THE HEALTH OF THE COMMUNITIES SERVED BY PROVIDING ACUTE CARE FACILITIES AND CRITICAL ACCESS FACILITIES, WHOSE OPERATIONS CONSIST PRIMARILY OF PROVIDING INPATIENT AND OUTPATIENT ACUTE CARE AND MEDICAL SERVICES TO PATIENTS IN EAST TEXAS. Schedule H, Part VI, Line 7 State filing of community benefit report TX true Jacksonville Chamber of Commerce 1714 E Rusk St Jacksonville TX 75766 750358870 501(C)(3) 12500 Chamber Golf Tourney and TomatoFest Jacksonville Rotary Club PO Box 707 Jacksonville TX 75766 756067829 501(C)(3) 6000 Rotary Club scholarship Jacksonville EMS 301 E Commerce St Jacksonville TX 75766 756000569 5000 Jacksonville Sesquicentennial Celebration 3 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. GRANT RECIPIENTS ARE REQUIRED TO ACKNOWLEDGE PRIOR TO THE ISSUANCE OF GRANT FUNDS THAT THE GRANT WILL BE USED IN ACCORDANCE WITH THE STATED PURPOSE OF THE GRANT APPLICATION AND ANY UNUSED FUNDS RELATED TO THE SPECIFIC PURPOSE OF THE GRANT WILL BE RETURNED TO THE ORGANIZATION. THE ORGANIZATION MONITORS AND REVIEWS THE FINANCIAL DATA OF RECIPIENTS TO ENSURE THAT THE GRANTED FUNDS ARE BEING USED PROPERLY. X true true X X X X X true true false false false false false false false JASON PROCTOR CEO 0 595280 0 247873 0 650 0 239075 0 22417 0 1105295 0 0 ELIZABETH PULLIAM CFO/TREASURER (THRU 04/2023) 0 356837 0 154939 0 74218 0 89333 0 7858 0 683185 0 0 MARK ANDERSON MD Board Director 0 683470 0 249632 0 0 0 199056 0 72826 0 1204984 0 0 CHRIS GLENNEY Board Director 0 956519 0 446760 0 650 0 431192 0 14847 0 1849968 0 0 ANDRIA CARDINALLI-STEIN MD Director 0 381927 0 94130 0 450 0 12200 0 0 0 488707 0 0 STEVE KEUER MD Director 0 684551 0 410841 0 198191 0 209400 0 17272 0 1520255 0 0 JEFF PUCKETT Director 0 3121353 0 2702700 0 724713 0 2412440 0 14069 0 8975275 0 0 SISTER ROSANNE POPP Board Director (AS OF 01/22) 0 209944 0 3500 0 18534 0 317 0 2355 0 234650 0 0 SCOTT SMITH MD BOARD DIRECTOR (THRU 11/2021) 0 310500 0 0 0 310500 0 7444 0 16176 0 644620 0 0 JACLYNN HARRISON CFO (AS OF 04/2023) 0 269549 0 136350 0 680 0 51346 0 11048 0 468973 0 0 Barry Lofquist ADMINISTRATOR 0 214241 0 64087 0 550 0 11600 0 13284 0 303762 0 0 Gregg Freimer MD Director (Term 12/20) 0 359465 0 0 0 80469 0 12201 0 11652 0 463787 0 0 ANNE PILEGGI FORMER DIRECTOR (TERM 12/19) 0 279359 0 100448 0 35171 0 46713 0 4416 0 466107 0 0 PETER SIRIANNI MD Board Director (Term 12/20) 0 1488707 0 8406 0 104400 0 0 0 11092 0 1612605 0 0 Schedule J, Part I, Line 1a Travel for companions DIRECTORS AND EX-OFFICIO DIRECTORS PROVIDE THEIR SERVICES AS MEMBERS OF THE BOARD WITHOUT COMPENSATION OR BENEFITS. ANY COMPENSATION AND BENEFITS DISCLOSED FOR SUCH PERSON 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. OFFICERS, KEY EMPLOYEES AND HIGHEST PAID EMPLOYEES ARE FULL-TIME EMPLOYEES. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETING AND FUNCTIONS. Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation 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. Schedule J, Part I, Line 4a Severance or change-of-control payment THE FOLLOWING RECEIVED SEVERANCE PAYMENTS DURING 2022: SCOTT SMITH, M.D. RECEIVED $300,000 AS A SEVERANCE PAYMENT DURING CALENDAR YEAR 2022. Schedule J, Part I, Line 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. STEVE KEUER , MD RECEIVED $196,367 DURING THE CALENDAR YEAR 2022 UNDER A SUPPLEMENTAL RETIREMENT PLAN. ELIZABETH PULLIAM RECEIVED $73,568 DURING THE CALENDAR YEAR 2022 UNDER A SUPPLEMENTAL RETIREMENT PLAN. ANNE PILEGGI RECEIVED $34,771 DURING THE CALENDAR YEAR 2022 UNDER A SUPPLEMENTAL RETIREMENT PLAN. Schedule J, Part II 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. 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 2022. 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, Part III, Line 1 ORGANIZATION'S MISSION THE CORPORATIONS' 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 CHRISTUS HEALTH, AND THE ETHICAL AND RELIGIOUS DIRECTIVES 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 ASSISTANCE TO, AND TO INVEST, TRANSFER AND/OR DISPOSE OF FUNDS OF THE CORPORATION FOR THE USE AND BENEFIT OF, AND IN FURTHERANCE OF THE PURPOSES OF, CHRISTUS HEALTH, THE CORPORATIONS PURPOSES ARE ALSO TO MAKE GIFTS, GRANTS, AND CONTRIBUTIONS TO OTHER QUALIFYING TAX-EXEMPT ORGANIZATIONS, PARTICULARLY THOSE DESIGNATED TO SUPPORT AND BENEFIT THE HEALTH AND WELFARE OF THE POOR AND UNDERSERVED. Form 990, Part VI, Line 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. Form 990, Part VI, Line 6 Classes of members or stockholders CHRISTUS NORTHEAST HEALTH SYSTEM CORPORATION IS THE SOLE MEMBER OF MOTHER FRANCES HOSPITAL REGIONAL HEALTH CARE CENTER. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE SOLE MEMBER, CHRISTUS NORTHEAST HEALTH SYSTEM CORPORATION, HAS THE POWER TO APPOINT ALL DIRECTORS AND THEIR SUCCESSORS TO THE GOVERNING BOARD. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders 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 CERTIFICATE OF FORMATION/ 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; APPROVE INCURRENCE OF DEBT THAT EXCEEDS $20 MILLION PER INCURRENCE; APPROVE ANY MERGER, CONSOLIDATION, ACQUISITION, DISSOLUTION OR LIQUIDATION BY 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 $20 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 ENTITY WHICH CREATES A NEW LEGAL ENTITY OR JOINT VENTURE, OR CHANGES IN BUSINESS PURPOSE OR RELATIONSHIP OF ANY SYSTEM ENTITY; AND APPROVE AND AUTHORIZE ACTIONS RESERVED TO CHRISTUS HEALTH 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 $1 MILLION BUT MORE THAN $20 MILLION; APPROVE THE INCURRENCE OF DEBT UP TO A $20 PER INCURRENCE BY THE FILING ORGANIZATION; APPROVE STRATEGIC PLANS OF THE FILING ORGANIZATION; APPROVE THE FILING ORGANIZATION'S BUDGET; APPROVE THE IMPLEMENTATION OF SYSTEM-WIDE POLICIES FOR THE FILING ORGANIZATION; SET THE THRESHOLD OF CAPITAL PROJECTS LESS THAN $20 MILLION BY THE FILING ORGANIZATION; AND APPROVE MANAGEMENT DIRECTIVES FOR THE FILING ORGANIZATION. THE CHRISTUS HEALTH MEMBERS ARE TWO SISTERS APPOINTED BY EACH OF THE FOUNDING SPONSORING CONGREGATIONS OF CHRISTUS HEALTH, THE CONGREGATION OF THE SISTERS OF CHARITY OF THE INCARNATE WORD, HOUSTON, TEXAS, AND THE CONGREGATION OF SISTERS OF CHARITY OF THE INCARNATE WORD OF SAN ANTONIO, AND ONE SISTER APPOINTED BY THE SISTERS OF THE HOLY FAMILY OF NAZARETH. THE CHRISTUS HEALTH MEMBERS HAVE THE FOLLOWING POWERS: APPROVE THE ADOPTION AND AMENDMENT OF CERTIFICATES OF FORMATION/ ARTICLES OF INCORPORATION AND BYLAWS OF THE FILING ORGANIZATION IF THE CHANGE IS RELATED TO MEMBER RESERVED POWERS; APPROVE THE SALE, LEASE, MORTGAGE, TRANSFER, EASEMENT OR ENCUMBRANCE OF REAL PROPERTY IN EXCESS OF A THRESHOLD DOLLAR AMOUNT REQUIRED BY CANON LAW; APPROVE THE SALE, LEASE, MORTGAGE, TRANSFER, EASEMENT, OR ENCUMBRANCE OF REAL PROPERTY DESIGNATED AS DESIGNATED MINISTRY PROPERTY; APPROVE THE CHANGE OF OWNERSHIP, MANAGEMENT OR CONTROL OF DESIGNATED MINISTRY PROPERTY (EXCEPT IN THE ORDINARY COURSE OF BUSINESS) OR THE FUNDAMENTAL USE OF DESIGNATED MINISTRY PROPERTY BY CHANGE IN LICENSE THAT WOULD SIGNIFICANTLY CHANGE THE NATURE OF 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 11b Review of form 990 by governing body THE FORM 990 IS PREPARED AND REVIEWED BY THE ORGANIZATION'S EXTERNAL INDEPENDENT ACCOUNTANTS. THE CHRISTUS HEALTH ACCOUNTING DEPARTMENT WORKS WITH AN EXTERNAL ACCOUNTING FIRM IN PREPARATION AND REVIEW OF THE FORM 990. THE FILING ORGANIZATION'S CFO, OR OTHER DESIGNEE, REVIEWS THE FORM 990. THE FINAL FORM 990 THAT WILL BE FILED WITH THE IRS IS POSTED TO A SECURE INTERNET PORTAL FOR ALL MEMBERS OF THE BOARD OF DIRECTORS TO VIEW. REVIEW OF THE FINAL FORM 990 OCCURS PRIOR TO FILING WITH THE IRS IN THE SPRING OF 2024 VIA A WEB PORTAL POLLING TOOL BY THE RESPECTIVE CHRISTUS ORGANIZATION'S BOARD, BASED ON A SET OF SUGGESTED REVIEW PROCESSES DEVELOPED BY CHRISTUS HEALTH. Form 990, Part VI, Line 12c Conflict of interest policy 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, Line 15a Process to establish compensation of top management official 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 MOTHER FRANCES HOSPITAL JACKSONVILLE. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF INDIVIDUALS WHO HAVE NO CONFLICT OF INTEREST WITH THE COMPENSATION ARRANGEMENTS AT HAND. THE EXECUTIVE COMPENSATION COMMITTEE OF THE CHRISTUS HEALTH BOARD SELECTS AN INDEPENDENT EXTERNAL FIRM TO PERFORM AN INDEPENDENT COMPENSATION REVIEW, TO ENSURE THAT ALL COMPENSATION IS REASONABLE AND COMPARABLE TO OTHER SIMILARLY SITUATED ORGANIZATIONS, FOR SIMILIARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS, AND TO PROVIDE SUPPORTING INFORMATION OF COMPENSATION DECISIONS. ON AN ANNUAL BASIS THE EXTERNAL CONSULTANT: 1. DEVELOPS THE MERIT INCREASE RECOMMENDATIONS FOR ALL DESIGNATED SYSTEM EXECUTIVES BASED ON MARKET COMPARABILITY. 2. RECOMMENDS THE CHANGES IN THE COMPENSATION STRUCTURE (GRADES) BASED ON THE MARKET CHANGES. 3. COMPLETES A REVIEW AND EVALUATION OF NEWLY CREATED POSITIONS TO RECOMMEND A GRADE PLACEMENT TO THE COMMITTEE FOR ITS DISCUSSION AND APPROVAL. ON A BI-ANNUAL BASIS, THE EXTERNAL CONSULTANT COMPLETES A DETAILED REVIEW OF ALL OTHER DESIGNATED SYSTEM EXECUTIVES' COMPENSATION AND BENEFITS. THIS GROUP INCLUDES ALL TOP MANAGEMENT OFFICIALS, OTHER OFFICERS AND KEY LEADERS OF THE ORGANIZATION. THE REVIEW INCLUDES RECOMMENDATIONS TO THE COMMITTEE ON ANY CHANGES NECESSARY IN EITHER SPECIFIC COMPENSATION OR COMPENSATION STRUCTURE TO ENSURE MARKET COMPETITIVENESS, REASONABLENESS AND INTERNAL EQUITY. UPON RECOMMENDATIONS FROM THE INDEPENDENT EXTERNAL FIRM, THE EXECUTIVE COMPENSATION COMMITTEE MAKES FINAL COMPENDATION DECISION. 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 15b Process to establish compensation of other employees 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 MOTHER FRANCES HOSPITAL JACKSONVILLE. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF INDIVIDUALS WHO HAVE NO CONFLICT OF INTEREST WITH THE COMPENSATION ARRANGEMENTS AT HAND. THE EXECUTIVE COMPENSATION COMMITTEE OF THE CHRISTUS HEALTH BOARD SELECTS AN INDEPENDENT EXTERNAL FIRM TO PERFORM AN INDEPENDENT COMPENSATION REVIEW, TO ENSURE THAT ALL COMPENSATION IS REASONABLE AND COMPARABLE TO OTHER SIMILARLY SITUATED ORGANIZATIONS, FOR SIMILIARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS, AND TO PROVIDE SUPPORTING INFORMATION OF COMPENSATION DECISIONS. ON AN ANNUAL BASIS THE EXTERNAL CONSULTANT: 1. DEVELOPS THE MERIT INCREASE RECOMMENDATIONS FOR ALL DESIGNATED SYSTEM EXECUTIVES BASED ON MARKET COMPARABILITY. 2. RECOMMENDS THE CHANGES IN THE COMPENSATION STRUCTURE (GRADES) BASED ON THE MARKET CHANGES. 3. COMPLETES A REVIEW AND EVALUATION OF NEWLY CREATED POSITIONS TO RECOMMEND A GRADE PLACEMENT TO THE COMMITTEE FOR ITS DISCUSSION AND APPROVAL. ON A BI-ANNUAL BASIS, THE EXTERNAL CONSULTANT COMPLETES A DETAILED REVIEW OF ALL OTHER DESIGNATED SYSTEM EXECUTIVES' COMPENSATION AND BENEFITS. THIS GROUP INCLUDES ALL TOP MANAGEMENT OFFICIALS, OTHER OFFICERS AND KEY LEADERS OF THE ORGANIZATION. THE REVIEW INCLUDES RECOMMENDATIONS TO THE COMMITTEE ON ANY CHANGES NECESSARY IN EITHER SPECIFIC COMPENSATION OR COMPENSATION STRUCTURE TO ENSURE MARKET COMPETITIVENESS, REASONABLENESS AND INTERNAL EQUITY. UPON RECOMMENDATIONS FROM THE INDEPENDENT EXTERNAL FIRM, THE EXECUTIVE COMPENSATION COMMITTEE MAKES FINAL COMPENDATION DECISION. 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 19 Required documents available to the public 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 VIII, Line 2f Other Program Service Revenue PHARMACY REVENUE - Total Revenue: 781276, Related or Exempt Function Revenue: 781276, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Other income - Total Revenue: 7424, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 7424; Form 990, Part IX, Line 11g Other Fees Consulting Fees - Total Expense: 3475, Program Service Expense: 3475, Management and General Expenses: , Fundraising Expenses: ; Charge Out Fees - Total Expense: 7808245, Program Service Expense: 7808245, Management and General Expenses: , Fundraising Expenses: ; Medical Services - Total Expense: 406176, Program Service Expense: 406176, Management and General Expenses: , Fundraising Expenses: ; Billings & Collections - Total Expense: 51391, Program Service Expense: 51391, Management and General Expenses: , Fundraising Expenses: ; Repairs & Maintenance - Total Expense: 945753, Program Service Expense: 945591, Management and General Expenses: 162, Fundraising Expenses: ; Purchase Services - Total Expense: 974985, Program Service Expense: 964539, Management and General Expenses: 10446, Fundraising Expenses: ; Patient Financial Serv. - Total Expense: 11932075, Program Service Expense: 10399483, Management and General Expenses: 1532592, Fundraising Expenses: ; System Office Fee - Total Expense: 3143779, Program Service Expense: 30257, Management and General Expenses: 3113522, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN INTERCOMPANY NET ASSETS - -13138825; ROUNDING - -3; MOTHER FRANCES HOSP REGIONAL HC CENTER 1315 DOCTORS DRIVE TYLER TX 75701 750818167 HOSPITAL TX 501(c)(3) 3 CNTHSC true CHRISTUS-TRINITY MOTHER FRANCES FDN 1315 DOCTORS DRIVE TYLER TX 75701 752028241 SUPPORT TX 501(c)(3) Type I CNTHSC true CHRISTUS NORTHEAST TEXAS HEALTH SYSTEM CORP 1315 DOCTORS DRIVE TYLER TX 75701 752616975 HEALTHCARE TX 501(c)(3) Type II CH false MOTHER FRANCES HOSPITAL - WINNSBORO 1315 DOCTORS DRIVE TYLER TX 75701 752771569 HOSPITAL TX 501(c)(3) 3 CNTHSC true CHRISTUS HEALTH 5101 N OCONNOR BLVD IRVING TX 75039 760590551 SPT HLTH SVCS TX 501(c)(3) 10 NA false CHRISTUS HEALTH ARK-LA-TEX 2600 ST MICHAEL DRIVE TEXARKANA TX 75503 752796815 HLTHCARE SVCS TX 501(c)(3) 3 CNTHSC true CHRISTUS HOPKINS HEALTH ALLIANCE 115 AIRPORT RD SULPHUR SPRINGS TX 75482 811708177 HLTHCARE SVCS TX 501(c)(3) 3 CNTHSC true CHRISTUS GOOD SHEPHERD MEDICAL CENTER 700 E MARSHALL AVE LONGVIEW TX 75601 750974351 HEALTHCARE TX 501(c)(3) 3 CNTHSC true TRINCARE INC 1315 DOCTORS DRIVE TYLER TX 75701 752161369 HEALTHCARE SVCS TX 501(c)(3) 10 CNTHSC true HEALTHPLAN OF TEXAS INC 1315 DOCTORS DRIVE TYLER TX 75701 752636862 THIRD PARTY ADMIN TX CNTHSC C Corporation true TRINCARE INC 1315 DOCTORS DRIVE TYLER TX 75701 752161369 RETAIL HEALTH Svc TX CNTHSC C Corporation true true false false false false false false false false true true true true false false true true true false MOTHER FRANCES HOSPITAL REGIONAL HEALTH CARE CENTER A 1988584 ACCRUAL MOTHER FRANCES HOSPITAL REGIONAL HEALTH CARE CENTER L 64149 ACCRUAL TRINCARE INC L 222858 ACCRUAL TRINCARE INC M 222858 ACCRUAL TRINITY CLINIC A 38312 ACCRUAL TRINITY CLINIC L 17587499 ACCRUAL TRINITY CLINIC M 1067535 ACCRUAL