2025-05-13T17:45:12+00:00 2024-06-30 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990 2023-07-01 741109836 Christus Spohn Health System Corporation CHRI 3618813000 600 ELIZABETH STREET CORPUS CHRISTI TX 78404 DOMINIC DOMINGUEZ SVP GROUP OPS 3618813000 2025-05-13 true true Kristen Farr Capizzi P02176875 3128792000 2025-05-13 2023 2025-03-06 01:10:19Z SEE SCHEDULE O DOMINIC DOMINGUEZ 5802 SARATOGA BLVD STE 300 CORPUS CHRISTI TX 78414 954510241 false 0928 X WWW.CHRISTUSSPOHN.ORG X 1965 TX SUPPORTING THE HEALTH CARE MINISTRIES OF THE SPONSORING CONGREGATIONS IN EXTENDING THE HEALING MINISTRY OF JESUS CHRIST IN CONFORMITY WITH THE ROMAN CATHOLIC CHURCH. 14 11 3976 275 7865 0 2995923 2828012 899363773 943646562 45302 2029565 13027913 5519184 915432911 954023323 630339 655608 0 284400161 267831793 0 698044 608183741 701104697 893214241 969592098 22218670 -15568775 830584869 850014106 116500944 98419234 714083925 751594872 X See Schedule O false false 276143108 0 342968777 See Schedule O 399376439 0 343431305 See Schedule O 110644277 0 257246480 See Schedule O 3724045 0 0 THE GREATEST SHARE OF THESE EXPENSES IS DEDICATED TO COMMUNITY HEALTH IMPROVEMENT SERVICES. THIS COMMUNITY BENEFIT CATEGORY INCLUDES ACTIVITIES CARRIED OUT TO IMPROVE COMMUNITY HEALTH, WHICH EXTEND BEYOND DIRECT PATIENT CARE SERVICES CHRISTUS SPOHN'S COMMUNITY HEALTH DEVELOPMENT DEPARTMENT CONSTITUTES A MAJORITY OF THIS CATEGORY'S EXPENSE. THE COMMUNITY HEALTH DEVELOPMENT DEPARTMENT IS COMPRISED OF COMMUNITY HEALTH WORKERS AND REGISTERED NURSE NAVIGATORS THAT DEDICATE 100% OF THEIR TIME TO PROVIDING EDUCATION TO, IMPROVING ACCESS FOR, AND REDUCING BARRIERS FOR THE VULNERABLE, UNDERSERVED, UNINSURED, AND UNDERINSURED POPULATION. IN THE FISCAL YEAR 2024, THIS GROUP OF ASSOCIATES HAD MORE THAN 45,400 ENCOUNTERS WITH PATIENTS TO ESTABLISH WITH PHYSICIANS, KEEP FOLLOW-UP APPOINTMENTS, OBTAIN NEEDED MEDICATIONS AND MEDICAL EQUIPMENT, OBTAIN TRANSPORTATION, OBTAIN REFERRALS TO NEEDED SERVICES, ACQUIRE KNOWLEDGE AND COACHING ON HOW TO IMPROVE THEIR HEALTH, MANAGE THEIR CHRONIC DISEASE(S), AND COUNTLESS OTHER ENDEAVORS. IN FY 2024, THE CHRISTUS SPOHN CAREVAN MOBILE CLINIC DELIVERED OB AND WOMEN'S SERVICES TO THE REGION'S UNINSURED WOMEN INCLUDING PRE-NATAL CARE, PAP SMEARS, LABORATORY AND ULTRA-SOUND TESTING, ANNUAL EXAMS, REFERRALS FOR FREE MAMMOGRAMS AND PRE-NATAL CARE. THIS PREVENTATIVE AND WELLNESS CARE HELPS WITH EARLY DETECTION THAT OTHERWISE MIGHT RESULT IN MORE SERIOUS HEALTH ISSUES REQUIRING HOSPITALIZATION IN THE FUTURE. THE CAREVAN PROVIDES HEALTH SCREENINGS, IMMUNIZATIONS, AND HEALTH EDUCATION TO VULNERABLE AND UNDERSERVED POPULATIONS IN THE COMMUNITY. IN FY 2024, THE CAREVAN HAD 499 ENCOUNTERS WITH WOMEN AND OTHER VULNERABLE COMMUNITY MEMBERS CHRISTUS SPOHN AWARDED GRANTS TO LOCAL ORGANIZATIONS THROUGH THE CHRISTUS FUND PROGRAM. GRANTS WERE AWARDED TO ADDRESS COMMUNITY NEEDS IDENTIFIED THROUGH THE LAST ITERATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT. CHRISTUS HEALTH ESTABLISHED THE CHRISTUS FUND TO PROVIDE RESOURCES TO NOT-FOR-PROFIT AGENCIES AND GROUPS WHOSE VISION, MISSION, AND GOALS ARE CONSISTENT WITH CHRISTUS HEALTH'S MISSION, VALUES, AND PHILOSOPHY OF A HEALTHY COMMUNITY. WE BELIEVE THAT BY WORKING TOGETHER, WE CAN MAKE A PROFOUND DIFFERENCE IN THE QUALITY OF PEOPLE'S LIVES AND CREATE SUSTAINABLE HEALTH IN OUR COMMUNITIES. IN FY24, THE CHRISTUS FUND DISPERSED GRANTS TO LOCAL ORGANIZATIONS THAT ACTIVELY ADDRESS MENTAL HEALTH, AFFORDABLE HOUSING, COMMUNITY AND FAMILY VIOLENCE, VULNERABLE POPULATIONS AND TRUST, OR HIGH EMERGENCY ROOM USE. ADVOCACY FOR IMPROVING PUBLIC POLICIES, WORKING TO ESTABLISH AND AUGMENT GRASSROOTS ADVOCACY, AND GREATER ACCESS TO HEALTHCARE SERVICES FOR THE PATIENTS WE SERVE. THESE EFFORTS TAKE PLACE AT THE STATE AND NATIONAL LEVEL THROUGH CHRISTUS HEALTH. ENROLLMENT ASSISTANCE TO THE COMMUNITY. ELIGIBILITY VENDORS ASSIST COMMUNITY MEMBERS WITH ENROLLMENT IN PUBLIC PROGRAMS TO INCREASE ACCESS TO QUALITY HEALTHCARE SERVICES. THEY PROVIDE EDUCATION AND ENROLLMENT ASSISTANCE TO THE UNINSURED POPULATION IDENTIFIED AT THE HOSPITAL. 805764 0 0 ROOTED IN OUR MISSION AND HERITAGE, THE FOUNDERS AND SPONSORS OF CHRISTUS HEALTH AND THOSE WHO CO-MINISTER WITH THEM SEEK NEW AND INNOVATIVE WAYS OF DELIVERING QUALITY HEALTH CARE THAT IS BOTH AFFORDABLE AND ACCESSIBLE TO ALL. TODAY, MORE THAN EVER, WE MUST AIM TO IMPROVE THE TOTAL HEALTH STATUS OF THE COMMUNITY THROUGH PROGRAMS THAT PLACE OUR SERVICES WHERE THEY ARE NEEDED MOST, WITH SPECIAL ATTENTION AND PREFERENCE GIVEN TO PROGRAMS THAT SUPPORT AND BENEFIT THE HEALTH AND WELFARE OF THE POOR AND UNDERSERVED. COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED REPRESENT THE UNPAID COST OF SERVICES PROVIDED FOR WHICH A PATIENT IS NOT BILLED OR FOR WHICH A FEE HAS BEEN ASSESSED THAT RECOVERS ONLY A PORTION OF THE COST OF THE RENDERED SERVICE. THIS CATEGORY INCLUDES INITIATIVES THAT REACH OUT TO THOSE IN NEED THROUGH COMMUNITY HEALTH AND SOCIAL PROGRAMS. THESE PROGRAMS SEEK JUSTICE FOR THE VULNERABLE AND WORK TO BRING ABOUT CHANGES IN OUR POLITICAL AND ECONOMIC SYSTEMS. THE PROGRAMS COVER A BROAD SPECTRUM OF SERVICES, FROM COMMUNITY CLINICS TO IMMUNIZATIONS, MEALS FOR HOMELESS SHELTERS, TRANSPORTATION SERVICES, AND A VARIETY OF OTHER SOCIAL SERVICES. 0 655608 0 Additional Grants 4529809 655608 790693633 true true false false false false false false false true false false true true true false true false false false false false false false false true true true false true false false false false false true false false false false false false false true true true false false true 0 0 3976 true true true false false false false false false false false false false false X 14 11 true false false false true true true true true false false true true true true true true true true true true X LEE SONNE 4692822000 5101 N OConnor Blvd IRVING TX 75039 DOMINIC DOMINGUEZ CEO 20.0 20.0 X X 0 1469771 263532 GABE GUERRA Director/interim chair/vice chair 16.0 0.0 X X 0 0 0 JESUS GARZA Director/Chair 16.0 0.0 X X 0 0 0 BILL COLSTON JR DIRECTOR (EFF 4/24) 16.0 0.0 X 0 0 0 DR KELLY MILLER Director (Term 9/23) 16.0 0.0 X 0 0 0 DR OREL EVERETT Chief Medical Officer/Director (EFF 1/24) 40.0 0.0 X 0 564714 123171 DR SHAH ISLAM NCHD Director 16.0 0.0 X 0 0 0 GOVIND NADKARNI DIRECTOR 16.0 0.0 X 0 0 0 JEFFREY PUCKETT DIRECTOR (EFF 1/24) 16.0 24.0 X 0 8785568 100417 KIRBY TOWNSEND DIRECTOR 16.0 0.0 X 0 0 0 PATRICIA CANALES BELL Director 16.0 0.0 X 0 0 0 RACHEL CANALES Director (NCHD Appointee) 16.0 0.0 X 0 0 0 Robert Bosquez II Director (Term 6/24) 16.0 0.0 X 0 0 0 Sister Chris Stavinoha Director 16.0 0.0 X 0 0 0 Sister Mary Ann McKeogh Director (Term 4/24) 16.0 0.0 X 0 0 0 SISTER MARY C HENRY DIRECTOR (EFF 1/24) 16.0 0.0 X 0 0 0 Srikanth Damaraju MD Director (Term 4/24) 16.0 0.0 X 0 0 0 YVONNE HINOJOSA MD DIRECTOR (EFF 1/24) 16.0 0.0 X 0 0 0 AUDREY WEBBER SECRETARY (EFF 6/24) 40.0 0.0 X 0 0 0 Cynthia YBANEZ SECRETARY (term 12/23) 40.0 0.0 X 0 67823 22243 REBECCA B RIOS CFO 40.0 0.0 X 0 488560 87592 CRAIG DESMOND President Spohn Hospital Shoreline & Memorial 40.0 0.0 X 0 579340 114929 Jeannie Berry CNO Shoreline 40.0 0.0 X 0 416486 30430 KATHY ACUNA VP HUMAN RESOURCES 40.0 0.0 X 0 247440 39344 LANELL SCOTT Pres Spohn South 40.0 0.0 X 0 357215 75609 LAURA GARCIA Spohn South CNO 40.0 0.0 X 0 292330 42670 MARGOT RIOS CNO Spohn Alice 40.0 0.0 X 0 272564 81648 MICHAEL PEREZ INTERIM PRES SPOHN BEEVILLE (Term 7/23) 40.0 0.0 X 0 267239 16298 PATRICIA CANO VP PHILANTHROPY 40.0 0.0 X 0 196860 40696 RAYMON ACEBO CMO SHORELINE 40.0 0.0 X 0 491127 113461 Reyaan Ali Shoreline VP Operations 40.0 0.0 X 0 260434 21365 Richard Morin President Alice & Kleberg Hospitals 40.0 0.0 X 0 416960 95566 STEPHEN C KAZANJIAN VP MISSION INTEGRATION 40.0 0.0 X 0 297578 78472 Steven Daniel Pres. Surgical Hospital 40.0 0.0 X 0 166463 13327 Thomas Schoenig Assoc. CIO shoreline 40.0 0.0 X 0 174846 338 ALEX J WILSON PATIENT CARE 40.0 0.0 X 210717 0 39705 BRYAN R COOK Clinical Pharmacist 40.0 0.0 X 203347 0 29701 CHAD WRIGHT Director Pharmacy 40.0 0.0 X 211444 0 41435 JODEE M KERESTES Director Strategy 40.0 0.0 X 240266 0 18156 MUDER ALKRISAT PATIENT CARE 40.0 0.0 X 249879 0 33072 ANN MARIE MADDEN FORMER CNE/SHORELINE HOSPITAL CNO (TERM 12/22) 0.0 40.0 X 0 169165 0 Genifer Rucker Former Pres Spohn Beeville (Term 5/22) 0.0 40.0 X 0 377917 55727 OSBERT BLOW MD PHD FACS FORMER PRESIDENT/CEO (TERM 12/22) 40.0 0.0 X 0 923794 572 Thomas H McKinney FORMER PRES SPOHN KLEBERG (Term 6/23) 0.0 40.0 X 0 215608 39580 1115653 17499802 1619056 352 true true false 0 30000 900525 1897487 2828012 NET PATIENT SERVICE REVENUE 621990 932985488 932977623 7865 PHYSICIAN NON-CONTACT REVENUE 900099 9177003 9177003 CORPORATE SERVICE INCOME 900099 816296 816296 ALL OTHER SERVICES REVENUE 900099 354806 354806 RESEARCH REVENUE 900099 312969 312969 0 0 0 0 943646562 2384713 2384713 0 0 0 0 5495940 5495940 0 5495940 5495940 131770 486918 0 -355148 -355148 -355148 Food Service Revenue 900099 23133 23133 General Merchandise Revenue 900099 111 111 0 0 0 0 23244 954023323 943638697 7865 7548749 X 655608 655608 220157748 207722552 11926704 508492 32689661 30112727 2484402 92532 14984384 14308376 631143 44865 14761 12387 2374 185584300 111920025 73664275 0 7366447 2333486 5032961 51340672 47086387 4238188 16097 38864995 38864995 26834904 25800365 1034539 605751 409554 185276 10921 492986 436996 54366 1624 20314379 18982071 1332308 33476949 30705977 2770972 14595681 8741626 5854055 MEDICAL SUPPLIES 156993192 157725392 -732442 242 DUES & MEMBERSHIP 99864133 1382552 98481581 PROVISION FOR UNCOLLECTIBLE ACCOUNTS 80199662 80199662 LPPF AND OTHER TAX ESPENSE 51774306 51774306 -67218421 383584 -67625276 23271 969592098 790693633 178200421 698044 10955143 4999856 87567546 99079361 0 0 0 0 26281399 22647430 26957894 26494005 39254821 29213287 1168101267 573120597 561099290 594980670 0 5601825 6132731 14586329 17152025 58280622 49314741 830584869 850014106 38792036 34198542 5424131 498679 0 0 72284777 63722013 116500944 98419234 X 714033417 751538964 50508 55908 714083925 751594872 830584869 850014106 X -15568775 53079722 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27314418 27314418 830603812 354034874 476568938 17956790 16895601 1061189 278443225 196363897 82079328 13783022 5826225 7956797 594980670 ROU TRANSACTIONS DEFERRED RENTS DEFERRED LEASE INCENTIVE ASSET OTHERS Intercompany Accounts Payable FIN 45 Assets Deposits Asset Clearing ROU TRANSACTIONS 40177900 DEFERRED RENTS 187730 FIN 45 Assets 736630 Deposits 22462 Asset Clearing 8187785 OTHERS 2234 49314741 LT PORTION CAPITAL LEASE BLDG/HOSP CP LEASE LIABILITY OTHER Business State Sales Tax Payable LONG TERM RENT LIABILITIES DEFFERED LEASE INCENTIVE LT PORTION CAPITAL LEASE BLDG/HOSP 54290933 CP LEASE LIABILITY 6891737 OTHER LONG TERM LIABILITIES 2454039 LONG TERM RENT LIABILITIES 32158 DEFFERED LEASE INCENTIVE 52529 Business State Sales Tax Payable 617 63722013 X 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, 2024 AND 2023. true true X true X 300 true X true true true false true true 114441787 114441787 0.1287 110644277 257246480 0 0.0 0 0.0 0 0 225086064 257246480 114441787 0.1287 3 127840 1785126 1785126 0.0020 5 366 710706 710706 0.0008 7 618 1984020 1984020 0.0022 0 0.0 0 0.0 15 128824 4479852 0 4479852 0.0050 15 128824 229565916 257246480 118921639 0.1337 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 49957 49957 0.0001 0 0.0 0 0.0 0 0 49957 0 49957 0.0001 true 80199662 435848 118647101 116918383 1728718 X true true CSUSP SURG CTR LP AMBULATORY SURGERY CENTER 0.4999 0.5001 CORPUS CH SURGICARE AMBULATORY SURGERY CENTER 0.2525 0.4945 SHORELINE SURGERY CT AMBULATORY SURGERY CENTER 0.2505 0.4989 7 1 CHRISTUS SPOHN HOSPITAL SHORELINE 600 ELIZABETH STREET CORPUS CHRISTI TX 78404 WWW.CHRISTUSSPOHN.ORG 000398 X X X X IP REHAB UNIT, IP & OP PHYSICIAL THERAPY A 2 CHRISTUS SPOHN HOSPITAL MEMORIAL 2606 HOSPITAL BLVD Corpus Christi TX 78405 WWW.CHRISTUSSPOHN.ORG 000398 X X OP PHYSICIAN CLINICS ER ROOM & SPEC. HOSP A 3 CHRISTUS SPOHN HOSPITAL SOUTH 5950 SARATOGA BLVD CORPUS CHRISTI TX 78414 WWW.CHRISTUSSPOHN.ORG 000398 X X X A 4 CHRISTUS SPOHN HOSPITAL ALICE 2500 MAIN STREET ALICE TX 78332 WWW.CHRISTUSSPOHN.ORG 006894 X X X OP PHYSICIAN CLINICS PSYCHIATRY UNIT A 5 CHRISTUS SPOHN HOSPITAL KLEBERG 1311 EAST GENERAL CAVAZOS BLVD KINGSVILLE TX 78363 WWW.CHRISTUSSPOHN.ORG 000216 X X X OUTPATIENT PHYSICAL THERAPY A 6 CHRISTUS SPOHN HOSPITAL BEEVILLE 1500 EAST HOUSTON HIGHWAY BEEVILLE TX 78102 WWW.CHRISTUSSPOHN.ORG 000429 X X X OP PHYSICIAN CLINICS A 7 CHRISTUS SURGICAL HOSPITAL 6130 PARKWAY DR CORPUS CHRISTI TX 78414 WWW.CHRISTUSSPOHN.ORG STATE LICENSE NO. : 000398 X X X OUTPATIENT CENTER A A 7 false false true X X X X X X X X X X 22 true false false true X HTTPS://WWW.CHRISTUSHEALTH.ORG/-/MEDIA/CHRISTUS-HEALTH/CONNECT-WITH-CHRISTUS/FILES/COMMUNITY-INVOLVE 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/PATIENT-RESOURCES/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 3 Facility A, 1 Facility A, 1 - SEE SCHEDULE H, PART V, SECTION A. CHRISTUS SPOHN HEALTH SYSTEM, AS PART OF ITS COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY HEALTH IMPLEMENTATION PLAN, COMMITTED TO ADDRESSING THE FOLLOWING HEALTH NEEDS IDENTIFIED IN ITS COMMUNITY: BEHAVIORAL HEALTH, AFFORDABLE HOUSING, COMMUNITY AND FAMILY VIOLENCE, TRUST IN COMMUNITY RESOURCES AND SYSTEMS BY VULNERABLE POPULATIONS, AND UNNECESSARY USE OF THE EMERGENCY ROOM. TO MAXIMIZE RESOURCES AVAILABLE FOR THE PRIORITY AREAS LISTED ABOVE, LEADERS AND STAFF AT CHRISTUS SPOHN DETERMINED THAT THE FOLLOWING ISSUES WOULD NOT BE EXPLICITLY INCLUDED IN THEIR COMMUNITY HEALTH IMPROVEMENT PLAN: DIABETES, OBESITY, PHYSICIAN RECRUITMENT, RETENTION, AND TRANSPORTATION IN THE COASTAL BEND. WHILE THE NEEDS PRIORITIZATION COMMITTEE STRESSED THAT THESE NEEDS REMAIN PRESSING, THEY WERE NOT RANKED HIGH ENOUGH FOR INCLUSION IN THE FINAL PRIORITY LIST BECAUSE COMMITTEE MEMBERS EITHER (A) DID NOT FEEL CHRISTUS SPOHN WAS OPTIMALLY POSITIONED TO ADDRESS THE NEED IN AN IMPACTFUL WAY OR (B) PERCEIVED A RELATIVE ABUNDANCE OF CAPACITY AND RESOURCES ALREADY BEING DIRECTED AT THE NEED; THROUGH OUR CONTINUED COMMUNITY COLLABORATION WITH A DIVERSE GROUP OF PROVIDERS, ORGANIZATIONS, AND ENGAGED COMMUNITY LEADERS, WE WILL CONTINUE TO IDENTIFY AREAS WHERE WE CAN WORK TOGETHER TO IMPROVE THE HEALTH AND WELLNESS OF THE COASTAL BEND. EFFORTS TO ADDRESS BEHAVIORAL HEALTH, AFFORDABLE HOUSING, COMMUNITY AND FAMILY VIOLENCE, TRUST IN COMMUNITY RESOURCES AND SYSTEMS BY VULNERABLE POPULATIONS, AND UNNECESSARY EMERGENCY ROOM USE SHOULD SIGNIFICANTLY IMPACT THE ADDITIONAL IDENTIFIED NEEDS OF DIABETES AND OBESITY IN OUR COMMUNITY. Schedule H, Part V, Section B, Line 5 Facility A, 1 Facility A, 1 - SEE SCHEDULE H, PART V, SECTION A. CHRISTUS SPOHN DID TAKE INPUT FROM PERSONS WHO REPRESENT BROAD INTERESTS IN THE COMMUNITY, INCLUDING THOSE WITH SPECIAL KNOWLEDGE OF OR EXPERTISE IN PUBLIC HEALTH. THE MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED BY TEXAS HEALTH INSTITUTE, WHICH CONSIDERED INPUT FROM PERSONS WHO REPRESENT THE COMMUNITY BY PERFORMING ONE-ON-ONE KEY INFORMANT INTERVIEWS, FOCUS GROUP MEETINGS, AND A FINAL NEEDS PRIORITIZATION MEETING. NURSES, COMMUNITY HEALTH WORKERS, PROFESSORS, GRASSROOTS ORGANIZERS, SOCIAL SERVICE PROVIDERS, FQHCS, HEALTHCARE PROFESSIONALS, AND FAITH-BASED PROFESSIONALS PROVIDED COMMUNITY HEALTH NEEDS ASSESSMENT INPUT. THE INTERVIEWS AND MEETINGS INCLUDED REPRESENTATIVES FROM COASTAL BEND CENTER FOR INDEPENDENT LIVING, CHRISTUS SPOHN, AMISTAD COMMUNITY HEALTH CENTER, TEXAS A&M COASTAL BEND HEALTH EDUCATION CENTER, COASTAL BEND NEIGHBORHOOD EMPOWERMENT, DRISCOLL HEALTH PLAN, METHODIST HEALTHCARE MINISTRIES, METRO MINISTRIES, SOUTH COASTAL AREA HEALTH EDUCATION CENTER, AND TEXAS A&M AGRILIFE EXTENSION. Schedule H, Part V, Section B, Line 11 Facility A, 1 Facility A, 1 - SEE SCHEDULE H, PART V, SECTION A. SIGNIFICANT NEEDS ADDRESSED AND NOT ADDRESSED CHRISTUS Spohn Health System, as part of its community health needs assessment and community health implementation plan, is committed to addressing the following health needs identified in its community: chronic illnesses (heart disease, diabetes, and obesity), behavioral health (mental health and substance abuse), access to care, improving employment, and increasing access to housing and wrap-around services. CHRISTUS Spohn addresses chronic illness by providing opportunities for education and resource assistance related to heart disease, diabetes, and obesity. Spohn will utilize its community health workers and nurse navigators to educate, provide resources, and provide case management and continue to partner with local organizations on community education initiatives focused on diabetes education. CHRISTUS Spohn addresses behavioral health-related needs by providing resources to combat mental illness or substance abuse. Spohn has implemented free depression screenings to all Spohn-clinic patients, provides free counseling to all Spohn-clinic patients at the time of their visit, and has expanded in-patient behavioral health services through a partnership with oceans healthcare, and sustaining and enhancing collaborations and referral relationships with local behavioral health service providers. CHRISTUS Spohn addresses access to care by focusing on increasing access to primary care providers. All in-patients without a primary care provider are offered assistance in finding a provider before discharge. Additionally, Spohn utilizes its Hector P Garcia Family Health Center to address this need. The Hector P Garcia clinic offers free assistance in finding a primary care provider, enrolling into Nueces County Hospital District services to obtain a primary care provider, and offers extended hours at the walk-in Quick Care clinic six days a week with no appointment necessary. CHRISTUS Spohn addresses improving employment by cultivating and maintaining partnerships with clinical and non-clinical education programs. These partnerships result in CHRISTUS Spohn being the premier teaching hospital in the Coastal Bend region. CHRISTUS Spohn is addressing increasing access to housing and wrap-around services by supporting local organizations that focus on providing these services and creating a community collaboration. Spohn supports these organizations by inviting them to apply for CHRISTUS Fund grants, offering partnership and collaboration to meet shared goals, and by sharing resources. Additionally, Spohn has created and heads the area Homeless Leaders Collaborative, a group of organizations that are working to facilitate a results-based accountability approach to mitigate and eliminate homelessness in select Coastal Bend communities. To maximize resources available for the priority areas listed above, CHRISTUS Spohn determined that the following issues would not be explicitly included in their community health improvement plan: physician recruitment & retention and transportation. While the needs prioritization committee stressed that these needs remain pressing, they were not ranked high enough for inclusion in the final priority list because committee members either (a) did not feel CHRISTUS Spohn was optimally positioned to address the need in an impactful way, or (b) perceived a relative abundance of capacity and resources already being directed at the need. Through our continued community collaboration with a diverse group of providers, organizations, and engaged community leaders, we will continue to identify areas where we can work together to improve the health and wellness of the coastal bend. Schedule H, Part V, Section B, Line 13 Facility A, 1 Facility A, 1 - CHRISTUS SPOHN HOSPITAL SHORELINE. In addition to using the Federal Poverty Guidelines (FPG) as a basis for financial assistance eligibility, CHRISTUS Health provides free or discounted care based on other income-related criteria, including significant medical expenses and financial hardship considerations. A key component of CHRISTUS Health's Financial Assistance Policy is the Hardship Discount, which applies when a patient's balance, including any remaining amount after insurance payments, exceeds 10% of their gross family income. Under this provision, any amount above that 10% threshold is eligible for a 100% charity care discount, effectively eliminating that portion of the patient's financial burden. This ensures that individuals facing substantial medical bills receive appropriate financial relief, regardless of whether their income exceeds standard FPG thresholds. Additionally, CHRISTUS Health evaluates a patient's ability to pay by considering liquid assets and overall financial obligations. Patients who, despite meeting income thresholds, have sufficient non-excluded assets to cover their medical expenses may not qualify for assistance. Conversely, those with limited access to cash or other resources may still be granted financial relief even if their income is above traditional eligibility limits. Presumptive eligibility is also extended to specific patient populations without requiring detailed income verification. This includes individuals experiencing homelessness, those enrolled in Medicaid or other government assistance programs, and patients identified through predictive analytics as financially indigent. These additional eligibility criteria ensure that CHRISTUS Health's financial assistance program is structured to support individuals experiencing genuine financial hardship, providing free or discounted care beyond the standard FPG framework. Schedule H, Part V, Section B, Line 13 Facility A, 1 Facility A, 1 - SEE SCHEDULE H, PART V, SECTION A. DETERMINATION OF ELIGIBILITY FOR DISCOUNTED CARE Under the hospital's policy, uninsured patients who meet certain financial criteria are eligible for financial assistance. The policy also assisted medically indigent patients. Patients below 200% of federal poverty guidelines generally received free care. Patients who were uninsured and above 200% of the federal poverty guideline were billed rates consistent with amounts generally billed to commercial payers. Patients who were uninsured and between 200 and 400 percent of federal poverty guidelines could apply for additional assistance to pay amounts less than AGB. Schedule H, Part V, Section B, Line 15 Facility A, 1 Facility A, 1 - SEE SCHEDULE H, PART V, SECTION A. FAP APPLICATION FORM'S METHOD FOR APPLYING FOR FINANCIAL ASSISTANCE In addition to regular applications, the hospital also assessed patients for presumptive eligibility to facilitate assisting 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 the electronic screening was used as the basis for presumptive eligibility, the highest discount of complete 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 A, 1 Facility A, 1 - SEE SCHEDULE H, PART V, SECTION A. HOW THE HOSPITAL FACILITY PUBLICIZES THE FINANCIAL ASSISTANCE POLICY 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 assisted eligible patients in completing those applications. Schedule H, Part V, Section B, Line 20 Facility A, 1 Facility A, 1 - SEE SCHEDULE H, PART V, SECTION A. The financial assistance policy is introduced when collection calls result in patient contact. The agents performed a verbal screening on the call 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 on 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. 2 CORPUS CHRISTI SURGICARE LTD 15305 DALLAS PARKWAY SUITE 1600 LB2 8 ADDISON TX 75001 OUTPATIENT SURGERY CENTER SHORELINE SURGERY CENTER LLP 15305 DALLAS PARKWAY SUITE 1600 LB2 8 ADDISON TX 75001 OUTPATIENT SURGERY CENTER Schedule H, Part V, Section B, Line 17 DID NOT ENGAGE IN EXTRAORDINARY COLLECTION ACTIONS DID THE HOSPITAL FACILITY HAVE IN PLACE DURING THE TAX YEAR A SEPARATE BILLING AND COLLECTIONS POLICY, OR A WRITTEN FINANCIAL ASSISTANCE POLICY THAT EXPLAINED ACTION THE HOSPITAL FACILITY MAY TAKE UPON NON-PAYMENT? The hospital did not engage in extraordinary collection actions during the tax year. The policy strictly prohibited taking legal action against patients and 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 18 Item F The hospital did not engage in any extraordinary collection actions during the tax year. The policy strictly prohibited taking legal action against patients and 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 FAP-ELIGIBLE EMERGENCY OR OTHER MEDICAL CARE DETERMINE THE MAXIMUM AMOUNTS THAT CAN BE CHARGED TO FAP-ELIGIBLE INDIVIDUALS FOR EMERGENCY OR OTHER MEDICALLY NECESSARY CARE. THE HOSPITAL USED THE AVERAGE COMMERCIAL INSURANCE REIMBURSEMENT RATE FROM FISCAL YEAR ENDING 6/30/22 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 45% 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 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 III, Line 1 BAD DEBT REPORTING IN ACCORDANCE WITH HFMA STATEMENT 15 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 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 7f PERCENT OF TOTAL EXPENSE Total expense from form 990, part ix, line 25, column (a) is $969,592,098. The bad debt expense included in this amount is $80,199,662. This leaves a total expense of $889,392,436 for calculating line 7, column (f). Schedule H, Part I, Line 7f FIN ASSISTANCE/ OTHER BENEFITS AS A PERCENTAGE OF COST The organization's total community benefit expense, as reported in part I, line 7k, column (c) as a percentage of the total expense, is 25.81%, which exceeds the amount reported in 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 CHRISTUS Spohn Health System made cash and in-kind contributions during the fiscal year. The amount is calculated following reporting rules for schedule h, worksheet 8. This amount differs from grants reported in 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 were provided to two nonprofit organizations in the fiscal year. The grant dollars were used to support programs promoting the health needs of the community CHRISTUS Spohn serves. All grants to outside organizations through the CHRISTUS fund are made to nonprofit organizations supporting community health. These grant dollars are not included on schedule h, part i, line 7(i). Schedule H, Part III, Line 3 BAD DEBT ATTRIBUTABLE TO PTS UNDER CHARITY CARE The filing organization recognizes 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 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 derived from public record sources. For the fiscal year ending June 30, 2011, the organization reported that 30% of bad debt expenses were attributable to patients who may have been eligible for financial assistance but were not responsive to the existing application process. This figure was based on the paro analysis and estimates of patients' financial needs that examined whether patients were characteristic of others who historically qualified for assistance under the traditional application process. The presumptive charity care analysis determined a benchmark of bad debt accounts in CHRISTUS Health that lacked the information to be eligible for charity care under the filing organization's customary process but would have likely qualified for assistance. During the fiscal year, 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. The organization granted presumptive eligibility for these accounts, which 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. It is important to note that the figure calculated for the fiscal year ending June 30, 2011, was estimated and not exact. Therefore, the difference between the amounts qualified as presumptive charity care in any fiscal year may vary from the benchmark established in the fiscal year ending June 30, 2011. Schedule H, Part II COMMUNITY BUILDING ACTIVITIES The CHRISTUS Health advocacy department is working in partnership with local, state, and federal policymakers to ensure activities and programs are in place that will enhance public health and advance general knowledge. During the fiscal year, 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 our patients. Some leading 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. The indigent care health program is a limited benefit plan administered by CHRISTUS Spohn in which certain medical services are covered for eligible Nueces county recipients. Eligibility entitles qualified residents within Nueces county to receive health care services while residing within the county, including major medical expenses, hospitalization, and surgeries, routine medical expenses, office visits, annual exams, medications, and durable medical equipment, all subject to co-payments. CHRISTUS Spohn remains committed to providing the community with access to affordable, quality health care by collaborating with physicians, Spohn family health centers, hospitals, and various local organizations to seek solutions to improve their health and well-being. Schedule H, Part VI, Line 5 PROMOTION OF COMMUNITY HEALTH (Continuation) 21. As a nonprofit organization and part of CHRISTUS Health, a regional governing board mainly comprised of independent community members Representing the makeup of the area we serve guides CHRISTUS Spohn health system corporation. 22. We are privileged to have an open medical staff comprised of qualified physicians who work with us to provide care to our communities. All qualified physicians who are granted privileges to serve with us in our hospitals must undergo a thorough credentialing and orientation process. 23. All persons employed and affiliated with CHRISTUS Spohn Health System must complete an annual conflict of interest statement. 24. CHRISTUS Health reinvests all surplus funds into the communities it serves through expanded health services, new technologies, and better facilities. 25. During the fiscal year, CHRISTUS Health advocated for improvement in public policies and worked to establish, and in some instances augment, grassroots advocacy for greater access to health care services for all. CHRISTUS Spohn is committed to building healthier communities and will continue to collaborate with organizations throughout the region, whenever possible, to address those needs not explicitly targeted by our system's community health improvement plan. 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 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 I, Line 7b UNREIMBURSED MEDICAID CHRISTUS SPOHN HEALTH SYSTEM CORPORATION REINVESTS ALL SURPLUS FUNDS BACK IN TO THE COMMUNITIES WE SERVE THROUGH EXPANDED HEALTH SERVICES, NEW TECHNOLOGIES, AND BETTER FACILITIES. 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/V2FINANCIAL-ASSISTANCE-APPLICATION.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 VI, Line 7 STATE FILING OF COMMUNITY BENEFIT REPORT 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. CHRISTUS HEALTH'S NONPROFIT HOSPITALS LOCATED IN TEXAS FILE A COMMUNITY BENEFIT REPORT IN THE STATE OF TEXAS. THE ANNUAL STATEMENT OF COMMUNITY BENEFITS STANDARD (ASCBS) FORM AND ANNUAL REPORT OF THE COMMUNITY BENEFITS PLAN ARE FILED WITH THE TEXAS DEPARTMENT OF STATE HEALTH SERVICES (DSHS) AS REQUIRED BY THE HEALTH AND SAFETY CODE, SECTIONS 311.045 AND 311.046. THE 2012 ASCBS FORM IS EXPANDED TO COLLECT THE INFORMATION ON CHARITY CARE POLICIES AND COMMUNITY BENEFITS IN A STANDARDIZED FORMAT. Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 80199662 Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance 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 7E: ACTUAL EXPENSES LESS ANY DIRECT OFFSETTING REVENUE LINE 7F: ACTUAL EXPENSES LESS ANY DIRECT OFFSETTING REVENUE LINE 7G: SUBSIDIZED HEALTH SERVICES COST IS AT FMV 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 THE FILING ORGANIZATION RECOGNIZES 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% 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 CHARACTERISTIC 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, 2024, 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 AN 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, 2024. THUS, THE ORGANIZATION ESTIMATES THAT ONLY 0.5435% OF THE BAD DEBT EXPENSES IN FISCAL YEAR ENDING JUNE 30, 2024 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 THE 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 A - CHRISTUS SPOHN HOSPITAL SHORELINE: Line 16a URL: HTTPS://WWW.CHRISTUSHEALTH.ORG/PATIENT-RESOURCES/FINANCIAL-ASSISTANCE; Schedule H, Part V, Section B, Line 16b FAP Application website A - CHRISTUS SPOHN HOSPITAL SHORELINE: Line 16b URL: SEE SUPPLEMENTAL INFO; Schedule H, Part V, Section B, Line 16c FAP plain language summary website A - CHRISTUS SPOHN HOSPITAL SHORELINE: Line 16c URL: SEE SUPPLEMENTAL INFO; Schedule H, Part VI, Line 2 Needs assessment CHRISTUS SPOHN HEALTH SYSTEM IS A NON-PROFIT, CATHOLIC, INTEGRATED HEALTHCARE DELIVERY SYSTEM THAT INCLUDES FIVE ACUTE CARE HOSPITALS IN FOUR COUNTIES IN THE COASTAL BEND REGION. CHRISTUS SPOHN'S DEDICATED ASSOCIATES PROVIDE CARE TAILORED TO THE INDIVIDUAL NEEDS OF EVERY PATIENT, AIMING TO DELIVER HIGH-QUALITY SERVICES WITH EXCELLENT CLINICAL OUTCOMES. CHRISTUS SPOHN WORKS CLOSELY WITH THE LOCAL COMMUNITY TO IDENTIFY AND INCORPORATE REGIONAL HEALTH NEEDS INTO SYSTEM-WIDE PLANNING AND STRATEGY. TO THIS END, CHRISTUS SPOHN COMMISSIONED METOPIO TO CONDUCT AND PRODUCE ITS 2023-2025 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), AS REQUIRED BY LAW TO BE PERFORMED ONCE EVERY THREE YEARS AS A CONDITION OF 501(C)(3) TAX-EXEMPT STATUS. IN THIS COMMUNITY HEALTH NEEDS ASSESSMENT, METOPIO STAFF, CHRISTUS SPOHN LEADERSHIP, AND COMMUNITY STAKEHOLDERS ANALYZED INDICATORS OF HEALTH NEEDS BASED ON DEMOGRAPHICS AND SOCIOECONOMIC TRENDS; MEASURES OF PHYSICAL, BEHAVIORAL, SOCIAL, AND EMOTIONAL HEALTH; AND RISK FACTORS AND BEHAVIORS THAT PROMOTE HEALTH OR PRODUCE SICKNESS. THE LATTER PROVIDED INSIGHT INTO SOCIAL DETERMINANTS OF HEALTH OPERATING IN THE REPORT AREA, SUCH AS POVERTY RATES, LACK OF AFFORDABLE HOUSING, LACK OF SKILLED LABOR TRAINING, AND FOOD INSECURITY. REPORT FINDINGS COMBINE SECONDARY ANALYSIS FROM PUBLICLY AVAILABLE DATA SOURCES, HOSPITAL UTILIZATION DATA, AND INPUT FROM THOSE WITH INTIMATE KNOWLEDGE OF THE LOCAL PUBLIC HEALTH AND HEALTHCARE SYSTEMS TO PRESENT A COMPREHENSIVE OVERVIEW OF UNMET HEALTH NEEDS IN THE REGION. CHRISTUS SPOHN AND METOPIO GUIDED THE NEEDS ASSESSMENT PROCESS THROUGHOUT THE PROJECT'S LIFE, ENSURING THE DATA AND ANALYSES REMAINED GROUNDED IN THE LOCAL CONTEXT. FOCUS GROUPS AND NEEDS PRIORITIZATION MEETINGS PROVIDED INPUT FROM COMMUNITY MEMBERS AND STAKEHOLDERS REPRESENTING THE COASTAL BEND REGION. A FINAL LIST OF FIVE PRIORITIZED HEALTH NEEDS WAS DEVELOPED THROUGH AN ITERATIVE DEBRIEFING AND REFINEMENT OF FINDINGS. BASED ON COMMUNITY INPUT AND ANALYSIS OF A MYRIAD OF DATA, THE PRIORITIES FOR THE COMMUNITIES SERVED BY CHRISTUS SPOHN HEALTH SYSTEM FOR 2023-2025 FALL INTO TWO DOMAINS UNDERNEATH AN OVERARCHING GOAL OF ACHIEVING HEALTH EQUITY. THE TWO DOMAINS AND CORRESPONDING HEALTH NEEDS ARE: 1) ADVANCE HEALTH AND WELL-BEING BY ADDRESSING: CHRONIC ILLNESS, SPECIFICALLY, HEART DISEASE, DIABETES, AND OBESITY; BEHAVIORAL HEALTH, SPECIFICALLY, MENTAL HEALTH AND SUBSTANCE ABUSE; AND ACCESS TO CARE 2) BUILD RESILIENT COMMUNITIES AND IMPROVE SOCIAL DETERMINANTS OF HEALTH BY IMPROVING EMPLOYMENT BY BUILDING EDUCATION AND TRAINING OPPORTUNITIES; INCREASING ACCESS TO HOUSING AND WRAP-AROUND SERVICES. THIS PRIORITY LIST OF HEALTH NEEDS AND THE DATA COMPILED TO SUPPORT THE SELECTION LAYS THE FOUNDATION FOR CHRISTUS SPOHN HEALTH SYSTEM TO REMAIN AN ACTIVE, INFORMED PARTNER IN POPULATION HEALTH IN THE REGION FOR YEARS TO COME. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance CHRISTUS Spohn 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. A new bill is generated if the patient qualifies for charity care or a discount. Patients who do not provide the required documentation are considered ineligible and are billed accordingly. If the documentation is provided later, the patient may be determined to be eligible for charity care or a discount. The billing office retains documentation 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. 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 CHRISTUS Spohn Health System is located along the lower Texas coastal area (often called the coastal bend), which includes a 14-county region with a population of more than 600,000 individuals. While CHRISTUS Spohn's service area is vast, it has hospitals strategically located in four coastal bend counties: Bee, Jim Wells, Kleberg, and Nueces. These four counties have a total population of 465,734 residents; the community information for the four hospital counties reflects the communities of the coastal bend region while representing the bulk of individuals using CHRISTUS Spohn's services. Just over 75% of the four-county population resides in Nueces county. Seventy-eight percent of residents in the four counties live in Nueces county, the only urban county, while the remaining 22% live in the remaining rural counties. This mirrors the urban-rural breakdown of the Texas population statewide. The population within the four-county area had a population change of 4.7% from 2010 to 2017. Individuals aged 18 to 64 (working-aged adults) constitute 61% of the total population. Of the remaining population, 14% are 65 and older, 18% are school-aged children, and 7% are in infancy or early childhood. Overall, the population ages 65 and older are slightly higher than that of the population of Texas (12%). Compared to Texas, the population of the four counties where CHRISTUS Spohn has hospitals has a higher proportion of Hispanic residents. The Hispanic/Latino population in the area is 64%. This is significantly higher than the state of Texas at 39% and 17% of total U.S. citizens. The Asian, Native Hawaiian/pacific islander, and Native American/Alaska Native categories comprise less than 2% of the area's population. The area's population is evenly distributed by gender (50% male, 50% female), mirroring the gender distribution of Texas and the U.S. Consolidated median income data for the four-county area is not available. Still, county-level data shows that Nueces county has a median annual family income of just over $14,000 higher than bee county ($61,273 compared to $47,234). For all four counties, the income level is lower than Texas' median family income ($64,585). Poverty is widespread in the area, with 40% of residents across the four counties earning annual incomes at or below 200% FPL. Bee county and Jim Wells county have even higher poverty at 47% and 48%, respectively. According to 2019 federal guidelines, 200% FPL corresponds to an income of $51,500 per year for a family of four. Spanish-speaking populations have higher poverty rates than English-speaking populations in the area (16% versus 19%). The poverty within the English-speaking population mirrors the Texas and U.S. poverty levels. At the same time, the poverty within the Spanish-speaking population is lower than the Texas and U.S. poverty levels (19%, 24%, 23%). The high school graduation rate for the region is on par with Texas for the four-county area. However, when broken down by county, Bee county, and Jim Wells county have a higher percentage of the population that have not completed high school at 29% and 27%, respectively. College graduation is significantly lower in the region compared to the state of Texas at 26% versus 35%, respectively. The four-county area's unemployment rate is similar to the state of Texas, while food insecurity is slightly lower. Eleven percent of the four-county area residents experience food insecurity (i.e., uncertainty about whether they will be able to get enough nutritious food at some point during the year) compared to about 15% of Texas residents. At 18%, the rate of uninsured in the report area is the same as Texas' rate of uninsured. Less than 1% of elderly adults in the area are uninsured due to the availability of Medicare coverage for the age group. In contrast, 1 in 4 working-age adults in the report area are uninsured, and approximately 1 in 10 children living in the report area are uninsured. Currently, Texas remains among the 14 states that have declined to expand Medicaid. Schedule H, Part VI, Line 5 Promotion of community health CHRISTUS Spohn collaborates with community organizations, churches, businesses, social service organizations, and other healthcare organizations to facilitate and strengthen the accessibility of quality healthcare services for all, especially vulnerable and underserved populations. Activities undertaken by CHRISTUS Spohn to promote the health and wellness of the community include: 1. CHRISTUS Spohn has established healthcare facilities across four cities and four counties in the coastal bend to provide access to healthcare services to as many people as possible. These facilities include three hospital campuses in Corpus Christi: shoreline campus, memorial campus, and south campus. As well as three rural hospitals: Spohn Kleberg in Kingsville, Spohn Alice in Alice, and Spohn Beeville in Beeville. 2. CHRISTUS Spohn's other healthcare facilities include investments in two ambulatory surgery centers (Corpus Christi SurgiCare, ltd. And shoreline surgery center, l.l.p.) 3. CHRISTUS Spohn offers convenient locations for primary care through the CHRISTUS Spohn family health centers and a Care Van mobile Outreach clinic. 4. CHRISTUS Spohn collaborates with the federally qualified health centers (FQHCs) in its region and other nonprofit health clinics in the area that are committed to creating greater access to primary care. 5. CHRISTUS Spohn aids in the recruiting of physicians who ultimately contract with the CHRISTUS provider network, which in turn contracts with CHRISTUS Spohn to provide the physician services in the CHRISTUS Spohn family health centers. Most of the clients who receive primary care and chronic disease management are uninsured or receive coverage from Medicaid/chip/Nueces county hospital district. 6. Implementing the community health worker and care management concept at all CHRISTUS Spohn family health centers establishes an in-house working network to provide continuity of care for the indigent and underserved, from primary care services to in-patient and ambulatory services. This program assists patients in managing their chronic illnesses, providing health education, obtaining community-based resources, preventing unnecessary emergency department use, and avoiding preventable hospitalizations. 7. The CHRISTUS Spohn CareVan is a mobile clinic that delivers OB and women's services four days a week (including prenatal care, pap smears, laboratory and ultra-sound testing, annual exams, and referrals for free mammograms and pre-natal care) to uninsured women. This preventative and wellness care help with early detection that otherwise might result in more serious health issues requiring hospitalization. 8. When not in use for women's services, the CareVan is serving the coastal bend by providing health screenings, immunizations, health education, and counseling to vulnerable and underserved populations throughout the community. 9. The dr. Hector P. Garcia memorial family health center is an entire healthcare complex located on the grounds of CHRISTUS Spohn's memorial hospital. It provides education to coastal bend residents on nights and weekends; offers specialty clinics, laboratory services, and imaging services to insured and uninsured patients; a full pharmacy with walk-in access; and a quick care walk-in clinic operating 9 am to 9 pm Monday through Saturday and 11 am to 5 pm on Sunday. 10. The CHRISTUS Spohn family medicine academic center clinic is within walking distance from CHRISTUS Spohn's memorial hospital. Family medicine residents in a Texas A&M affiliated residency program work alongside the attending physicians of the CHRISTUS provider network to provide care to the underserved and uninsured population of the coastal bend. An average of 100-120 patients are seen daily in the clinic. Most of these patients have Medicaid coverage or lack insurance altogether. 11. In addition to the family medicine academic center clinic and the walk-in quick care clinic, CHRISTUS Spohn has two family health centers located in the greater Corpus Christi area. Each family health center clinic cares for Nueces county hospital district patients and patients with other payor sources. The locations are listed below: a. Christus Spohn family health center - Robstown, 1038 Texas Yes Blvd., Robstown, TX 78380 b. CHRISTUS Spohn family health center - Westside, 4617 Greenwood Drive, Corpus Christi, TX 78416 c. CHRISTUS SPOHN FAMILY HEALTH CENTER - FREER, 111 E. RILEY ST, FREER, TX 78357 12. Specialty clinics are located in the Hector P Garcia memorial family health center. These clinics exist for follow-up care and Specialty care. Physicians/providers offer a centralized area for easy access to cardiovascular, neurology, nephrology, orthopedic, Gynecological, and plastic surgery care. Also, contracts with off-campus providers ensure that other specialty medical services are available for those who would typically not be able to access specialty care outside this controlled setting. 13. The revamping of the Nueces county health department's (NCHD) indigent care program included CHRISTUS Spohn as its partner in providing health care services. In reorganizing its services, a central goal of the NCHD indigent care program is to route eligible participants to the appropriate settings. The CHRISTUS Spohn partnership provides the following programs: (a) um/cm plan; (b) pre-approval of services with verification of medical necessity and a tie-in to the care Management program; (c) an empanelment of clients into a medical home concept; (d) target of populations, i.e., diabetic patients with a1c's greater than 10, into the full-service track; (e) weekly multidisciplinary diabetic clinic to meet target population's need; (f) pharmaceutical case management; (g) preferred provider list with cm/um management; and (h) medical director for the indigent care plan. 14. CHRISTUS Spohn Hospital memorial is the designated contract provider for the Nueces center for mental health and Intellectual disabilities (MHID). It provides onsite psychiatric triage as part of its contractual relationships with MHID. This provides an alternative for patients who utilize the Emergency Department as a first resort. 15. CHRISTUS Spohn Freer providing services to the uninsured, underinsured, and broader community. CHRISTUS Spohn employs the staff in these clinics. 16. CHRISTUS Spohn health system hospitals in Alice, Beeville, and Kleberg collaborate with the community action corporation of South Texas' FQHC in its respective areas. These clinics provide primary care to uninsured and underinsured patients. This prevents patients from utilizing the hospital emergency departments as their medical home. 17. Ongoing collaboration with Mission of Mercy, a national nonprofit organization that provides free primary care to uninsured patients. CHRISTUS Spohn provides lab work, diabetes education, and flu vaccinations to patients at no charge. In addition, the CHRISTUS Spohn CareVan refers uninsured patients who need primary care to Mission of Mercy. Likewise, Mission of Mercy refers women needing a mammogram or pre-natal care to the CHRISTUS Spohn CareVan. 18. Diabetes education is provided through diabetes self-management training classes. These classes are offered at the Hector P Garcia memorial family health center through the Texas A&M coastal bend health education center (CBHEC). Diabetes support groups, self-management training classes, and additional diabetes resources are offered through Texas A&M CBHEC in various locations throughout the community. CHRISTUS Spohn collaborates with Texas A&M CBHEC to host diabetes health fairs throughout the coastal bend. CHRISTUS Spohn houses a certified diabetes educator at the Hector P Garcia memorial family health center to provide on-site education and referrals to patients in immediate need. 19. CHRISTUS Spohn is proud to be a teaching hospital committed to educating health professionals (graduate medical education, nursing students, allied health professionals, pharmacists, etc.). Helping to prepare future healthcare professionals is a distinguishing characteristic of nonprofit healthcare. 20. CHRISTUS Spohn also utilizes cash donations as a vehicle to help our communities. CHRISTUS Spohn made cash donations, in addition to grants awarded through the CHRISTUS fund, to support the fight against cancer, diabetes, heart disease, and many other important community initiatives. Schedule H, Part VI, Line 6 Affiliated health care system CHRISTUS SPOHN HEALTH SYSTEM IS PART OF CHRISTUS HEALTH, AN INTERNATIONAL, CATHOLIC, FAITH BASED, NONPROFIT HEALTH SYSTEM COMPRISED OF ALMOST 350 SERVICES AND FACILITIES INCLUDING MORE THAN 60 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, LOUISIANA, NEW MEXICO, TEXAS, AND INTERNATIONALLY IN THE COUNTRIES OF MEXICO, COLOMBIA, AND CHILE. A COMMON MISSION, CORE VALUES, AND VISION UNITE THE HEALTH SYSTEM. EACH REGION, INCLUDING CHRISTUS SPOHN HEALTH SYSTEM, DEVELOPS FIVE-YEAR AND TEN-YEAR STRATEGIC PLANS THAT HELP SET THE YEARLY OPERATIONAL PLANS AND BUDGETS. REGIONAL STRATEGIC GOALS ARE SET IN COLLABORATION WITH CHRISTUS HEALTH AND INCLUDE METRICS THAT WILL BE USED TO MEASURE COMMUNITY BENEFIT, CLINICAL OUTCOMES, PATIENT SATISFACTION, AND ASSOCIATE ENGAGEMENT. CHRISTUS HEALTH PROVIDES UPDATED MARKET, DEMOGRAPHICS, AND HEALTH INDICATOR DATA ON AN ANNUAL BASIS. THE DATA SUPPLIED FROM CHRISTUS HEALTH ALONG WITH THE SYSTEM WIDE STRATEGIC INITIATIVES ARE CONSISTENT WITH THE COMMUNITY NEEDS ASSESSMENT OF THE REGION. CHRISTUS SPOHN HEALTH SYSTEM, 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. Schedule H, Part VI, Line 7 State filing of community benefit report TX true CHRISTUS Spohn Health System Development Foundation 600 Elizabeth St Corpus Christi TX 78404 741906005 501 (C)3 631440 Cash Contribution to Foundation for Salary / Benefit Expense & Premium support HIX American Heart Association 7272 Greenville Ave Dallas TX 752314596 135613797 501 (C)3 10000 Cash Donation to Heart care 2 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE ORGANIZATION FOLLOWS CHRISTUS HEALTH MANAGEMENT DIRECTIVE NO. 0006, CONTRIBUTIONS/DONATIONS TO OTHER ORGANIZATIONS. BEFORE ANY DONATION IS MADE, TWO CRITERIA ARE ADDRESSED: (1) ORGANIZATION TEST AND (2) IRS TEST. THE ORGANIZATION TEST ENSURES THAT DONATIONS ARE EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, EDUCATIONAL, AND RELIGIOUS PURPOSES, AND IN FURTHERANCE OF OUR PURPOSE OF SUPPORTING THE HEALING MINISTRY OF JESUS CHRIST AND ADVANCING, PROMOTING, AND SUPPORTING THE HEALTHCARE MINISTRIES OF THE SPONSORING CONGREGATIONS. CONTRIBUTIONS CAN BE MADE TO SUPPORT CHRISTUS SYSTEM MEMBERS AND TO OTHER QUALIFYING TAX EXEMPT ORGANIZATIONS, PARTICULARLY THOSE DESIGNED TO SUPPORT AND BENEFIT THE POOR AND UNDERSERVED. THE ORGANIZATION CONSIDERED FOR DONATIONS MUST BE AN IRS SECTION 501(C)(3) ORGANIZATION AND DOCUMENTATION TO THAT EFFECT OBTAINED. TO SATISFY THE IRS TEST CONTRIBUTIONS GIVEN MUST BE DEDICATED TO ACHIEVING CHARITABLE PURPOSES NOT FOR PERSONAL BENEFIT BUT FOR PUBLIC BENEFIT. CONTRIBUTIONS ARE PROHIBITED TO ORGANIZATIONS THAT CONTRIBUTE TO POLITICAL CAMPAIGNS, CANDIDATES FOR OFFICE, OR CONDUCT MORE THAN INCIDENTAL LOBBYING. DOCUMENTATION MUST SUPPORT HOW THE DONATION MEETS ORGANIZATIONAL PURPOSES AND FURTHERANCE OF MISSION. DONATIONS SHOULD BE MODEST IN SCOPE. THE FILING ORGANIZATION PROVIDES INDIGENT FUNDING GRANTS TO THE COUNTIES IN WHICH CHRISTUS HEALTH SYSTEM AFFILIATES SERVE 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 OSBERT BLOW MD PHD FACS FORMER PRESIDENT/CEO (TERM 12/22) 0 22284 0 0 0 901510 0 0 0 572 0 924366 0 221462 DOMINIC DOMINGUEZ CEO 0 777464 0 525911 0 166396 0 254594 0 8938 0 1733303 0 162091 JEFFREY PUCKETT DIRECTOR (EFF 1/24) 0 1555613 0 3764956 0 3464999 0 85694 0 14723 0 8885985 0 3463677 DR OREL EVERETT Chief Medical Officer/Director (EFF 1/24) 0 393943 0 170621 0 150 0 105682 0 17489 0 687885 0 0 REBECCA B RIOS CFO 0 322070 0 140302 0 26188 0 59036 0 28556 0 576152 0 25538 Genifer Rucker Former Pres Spohn Beeville (Term 5/22) 0 272869 0 105048 0 0 0 43201 0 12526 0 433644 0 0 Thomas H McKinney FORMER PRES SPOHN KLEBERG (Term 6/23) 0 179193 0 0 0 36415 0 26920 0 12660 0 255188 0 35700 ANN MARIE MADDEN FORMER CNE/SHORELINE HOSPITAL CNO (TERM 12/22) 0 0 0 0 0 169165 0 0 0 0 0 169165 0 0 CRAIG DESMOND President Spohn Hospital Shoreline & Memorial 0 427056 0 152284 0 0 0 96176 0 18753 0 694269 0 0 RAYMON ACEBO CMO SHORELINE 0 341834 0 149293 0 0 0 98834 0 14627 0 604588 0 0 Richard Morin President Alice & Kleberg Hospitals 0 258495 0 132714 0 25751 0 85007 0 10559 0 512526 0 25101 Jeannie Berry CNO Shoreline 0 244186 0 161174 0 11126 0 28603 0 1827 0 446916 0 0 LANELL SCOTT Pres Spohn South 0 260636 0 96579 0 0 0 69585 0 6024 0 432824 0 0 STEPHEN C KAZANJIAN VP MISSION INTEGRATION 0 194203 0 77020 0 26355 0 71927 0 6545 0 376050 0 25705 MARGOT RIOS CNO Spohn Alice 0 182970 0 66708 0 22886 0 73475 0 8173 0 354212 0 22236 LAURA GARCIA Spohn South CNO 0 214444 0 76736 0 1150 0 40183 0 2487 0 335000 0 0 Reyaan Ali Shoreline VP Operations 0 188442 0 71092 0 900 0 3301 0 18064 0 281799 0 0 MICHAEL PEREZ INTERIM PRES SPOHN BEEVILLE (Term 7/23) 0 106540 0 67538 0 93161 0 11152 0 5146 0 283537 0 0 KATHY ACUNA VP HUMAN RESOURCES 0 191599 0 54191 0 1650 0 34019 0 5325 0 286784 0 0 PATRICIA CANO VP PHILANTHROPY 0 153349 0 43511 0 0 0 33711 0 6985 0 237556 0 0 Steven Daniel Pres. Surgical Hospital 0 156463 0 10000 0 0 0 5801 0 7526 0 179790 0 0 Thomas Schoenig Assoc. CIO shoreline 0 138846 0 0 0 36000 0 0 0 338 0 175184 0 0 MUDER ALKRISAT PATIENT CARE 213128 0 35920 0 831 0 30288 0 2784 0 282951 0 0 0 JODEE M KERESTES Director Strategy 205292 0 33946 0 1028 0 9624 0 8532 0 258422 0 0 0 CHAD WRIGHT Director Pharmacy 187546 0 23484 0 414 0 24691 0 16744 0 252879 0 0 0 ALEX J WILSON PATIENT CARE 174261 0 35545 0 911 0 33868 0 5837 0 250422 0 0 0 BRYAN R COOK Clinical Pharmacist 136788 0 500 0 66059 0 28598 0 1103 0 233048 0 0 0 Schedule J, Part I, Line 1a Travel for companions TAXABLE COMPENSATION WAS REPORTED TO VARIOUS OFFICERS AND BOARD MEMBERS RELATED TO COMPANION TRAVEL TO CHRISTUS MEETINGS. Schedule J, Part I, Line 3 Arrangement used to establish the top management official's 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 ANN MARIE MADDEN RECEIVED $166,660 IN SEVERANCE IN CALENDAR YEAR 2023. MICHAEL PEREZ RECEIVED $81,994 IN SEVERANCE IN CALENDAR YEAR 2023. OSBERT BLOW, MD, PHD, FACS RECEIVED $571,400 IN SEVERANCE IN CALENDAR YEAR 2023. 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. THE FOLLOWING INDIVIDUALS RECEIVED PAYOUTS UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE CALENDAR YEAR 2023: JEFFREY PUCKETT - $3,463,677 DOMINIC DOMINGUEZ - $162,091 OSBERT BLOW - $307,520 REBECCA RIOS - $25,538 RICHARD MORIN - $25,101 STEPHEN KAZANJIAN - $25,705 MARGOT RIOS - $22,236 THOMAS MCKINNEY - $35,700 Schedule J, Part II FORM 990, PART VII, LINE 1A AND SCHEDULE J, PART II DIRECTORS AND EX-OFFICIO DIRECTORS PROVIDE THEIR SERVICES AS MEMBERS OF THE BOARD WITHOUT COMPENSATION OR BENEFITS. ANY COMPENSATION AND BENEFITS DISCLOSED FOR SUCH PERSONS IS EARNED IN THE RESPECTIVE INDIVIDUAL'S ROLE AS AN OFFICER OR EMPLOYEE OF THE ORGANIZATION, NOT FOR THE INDIVIDUAL'S ROLE AS A BOARD MEMBER OR DIRECTOR. OFFICERS, KEY EMPLOYEES AND HIGHEST PAID EMPLOYEES ARE FULL-TIME EMPLOYEES. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS. 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 SUPPLEMENTAL COMPENSATION INFORMATION THE BONUS AND INCENTIVE COMPENSATION REPORTED AS RELATED COMPENSATION WAS PAID TO THE FOLLOWING PERSONS BY CHRISTUS HEALTH, A RELATED ORGANIZATION OF THE FILING ENTITY: DOMINIC DOMINGUEZ, REBECCA B. RIOS, RICHARD MORIN, ANN MARIE MADDEN, LANELL SCOTT, DR. OREL EVERETT, MARGOT RIOS, LAURA GARCIA, GENIFER RUCKER, PATRICIA CANO, STEPHEN C. KAZANJIAN AND THOMAS H. MCKINNEY. 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 2023. 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. Shah Islam MD paid as an independent contractor by Spohn HSC 118950 MEDICAL SERVICES false Dawn Everett Family member of Board Member 103018 Compensation paid false Form 990, Part III, Line 1 ORGANIZATION'S MISSION CHRISTUS Spohn Health System is part of CHRISTUS Health, formed in 1999 to strengthen the healthcare ministries of the congregations of the Sisters of Charity of the Incarnate Word of Houston and San Antonio and the Sisters of the Holy Family of Nazareth. Founded on the mission To extend the healing ministry of Jesus Christ, CHRISTUS Spohn serves the entire coastal bend region, striving to help those in need. The vision of CHRISTUS Health, a Catholic health ministry, is to be a leader, a partner, and an advocate in creating innovative health and wellness solutions that improve the lives of individuals and communities so that all may experience God's healing presence and love. Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION CHRISTUS SPOHN HEALTH SYSTEM RESPONDS TO THE COMMUNITY'S HEALTH CARE NEEDS THROUGH SERVICES PROVIDED AT FIVE HOSPITAL CAMPUSES IN CORPUS CHRISTI, ALICE, BEEVILLE, AND KINGSVILLE - THE SHORELINE CAMPUS, THE SOUTH CAMPUS, THE KLEBERG CAMPUS, THE ALICE CAMPUS, AND THE BEEVILLE CAMPUS. EACH FACILITY OF CHRISTUS SPOHN HEALTH SYSTEM SHARES ONE OBJECTIVE - TO HEAL THE WAY JESUS HEALED: MIND, BODY, AND SPIRIT TO CREATE A HOLISTICALLY HEALTHY COMMUNITY. By collaborating with non-profit organizations, FQHCs, local businesses, churches, and grassroots organizers, CHRISTUS Spohn Health System strengthened its role as a primary provider of comprehensive and accessible healthcare services. These partnerships within the community have assisted us in creating a response to those in need. Furthermore, investment in community services is only possible with dedicated employees and volunteers. They help build strong relationships between the hospitals, other healthcare ministries, and the communities, nurturing CHRISTUS' mission to meet the needs and make a difference in the lives of others. Understanding the need to improve access to health care to as much of our population as possible, CHRISTUS Health participates in government-sponsored healthcare programs, including Medicaid, Medicare, and a variety of others. In addition, we offer specific programs to provide free or discounted services to those in need who do not have third-party coverage or do not participate in government-sponsored programs. CHRISTUS Spohn conducts its activities and serves its healthcare purpose without regard to race, color, creed, religion, gender, orientation, disability, age, or national origin. Each of the seven campuses within CHRISTUS Spohn Health System provides a 24-hour emergency room that is open to all who need emergent care, regardless of their ability to pay. CHRISTUS Spohn corporation also offers various local Community health services, convenient locations for Primary care through the CHRISTUS Spohn family health centers, rural health clinics, and a mobile outreach clinic. In addition, CHRISTUS Spohn collaborates with the federally qualified health centers (FQHCs) in our region, as well as other not-for-profit organizations in the coastal bend area that are committed to creating greater access to primary care. One example is CHRISTUS Spohn provides free lab work and flu vaccines for patients seen by Mission of Mercy. This not-for-profit free health clinic utilizes the services of volunteer physicians and nurses and uses donated space in churches, community centers, and other locations throughout the region. Form 990, Part III, Line 4b PROGRAM SERVICE DESCRIPTION CHRISTUS ADHERES TO THE CATHOLIC HEALTH ASSOCIATION'S A GUIDE FOR PLANNING AND REPORTING COMMUNITY BENEFITS AND COMPLYING WITH THE STATE OF TEXAS REQUIREMENTS FOR REPORTING. COMMUNITY BENEFITS REPORTED AS UNPAID COSTS INCLUDE 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 PROVIDING HEALTH CARE SERVICES TO THOSE WHO CANNOT 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 SPOHN HEALTH SYSTEM PROVIDES CHARITY CARE SERVICES THAT RESPECT THE DIGNITY OF THE PATIENTS AND THEIR FAMILIES. CHARITY CARE IS SERVICES PROVIDED WITHOUT CHARGE OR AT A COST THAT IS LESS THAN THE USUAL CHARGE FOR SUCH SERVICES. THE DETERMINATION 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 300 PERCENT OF THE FEDERAL POVERTY LEVEL (FPL), SERVICES ARE PROVIDED WITHOUT ANY EXPECTATION OF PAYMENT. UNINSURED PATIENTS WHOSE ECONOMIC CIRCUMSTANCES PLACE THEM BETWEEN 300 AND 400 PERCENT OF FPL ARE CHARGED BASED ON A SLIDING SCALE. THOSE ABOVE 400 PERCENT RECEIVE DISCOUNTS BASED ON THE UNINSURED FEE SCHEDULE. CHRISTUS SPOHN HEALTH SYSTEM ALSO DISCOUNTS CARE FOR THOSE WHOSE MEDICAL EXPENSES WOULD DEPLETE THEIR FINANCIAL RESOURCES. IF, AFTER PAYMENTS, A BILL IS STILL MORE THAN 25% OF THE FAMILY'S ANNUAL GROSS INCOME, THE REMAINING BILL IS DISCOUNTED. NO PATIENT IS REFUSED NECESSARY MEDICAL CARE DUE TO INABILITY TO PAY. CHRISTUS HEALTH PARTICIPATES IN MEDICAID PROGRAMS IN TEXAS, NEW MEXICO, ARKANSAS, AND LOUISIANA. THOSE PROGRAMS SEEK TO PROVIDE PAYMENT FOR HEALTH CARE SERVICES TO INDIVIDUALS WHO MEET SPECIFIC FINANCIAL AND OTHER REQUIREMENTS. FINANCIAL REQUIREMENTS INCLUDE THE EVALUATION OF BOTH ASSETS AND INCOME. Form 990, Part III, Line 4c PROGRAM SERVICE DESCRIPTION IN ADDITION TO PROVIDING CHARITY CARE AND OTHER COMMUNITY SERVICES, CHRISTUS HEALTH PROVIDES SERVICES TO PERSONS COVERED UNDER GOVERNMENT-SPONSORED PROGRAMS, INCLUDING MEDICARE AND TRICARE. THE NON-REIMBURSED COST OF THESE SERVICES IS REPORTED TO THE STATE OF TEXAS BUT IS NOT INCLUDED IN FEDERAL REPORTS SINCE CHRISTUS HEALTH FOLLOWS CATHOLIC HEALTH ASSOCIATION GUIDELINES. CHRISTUS HEALTH PROVIDES SERVICES TO PERSONS COVERED UNDER THE FEDERAL MEDICARE PROGRAM, AND IN FACT, THIS IS THE LARGEST SINGLE-PAYOR CLASSIFICATION OF PATIENTS SERVED BY THIS HEALTH SYSTEM. THE PAYMENT RATE FOR INPATIENT SERVICES IS ON A CASE RATE, CALCULATED BASED ON THE DIAGNOSTIC-RELATED GROUP INTO WHICH THE PATIENT IS CATEGORIZED. OUTPATIENT SERVICES ARE REIMBURSED PER THE MEDICARE FEE SCHEDULE. Form 990, Part III, Line 4d Description of other program services (Expenses $ 3,724,045 including grants of $ 0)(Revenue $ 0) THE GREATEST SHARE OF THESE EXPENSES IS DEDICATED TO COMMUNITY HEALTH IMPROVEMENT SERVICES. THIS COMMUNITY BENEFIT CATEGORY INCLUDES ACTIVITIES CARRIED OUT TO IMPROVE COMMUNITY HEALTH, WHICH EXTEND BEYOND DIRECT PATIENT CARE SERVICES CHRISTUS SPOHN'S COMMUNITY HEALTH DEVELOPMENT DEPARTMENT CONSTITUTES A MAJORITY OF THIS CATEGORY'S EXPENSE. THE COMMUNITY HEALTH DEVELOPMENT DEPARTMENT IS COMPRISED OF COMMUNITY HEALTH WORKERS AND REGISTERED NURSE NAVIGATORS THAT DEDICATE 100% OF THEIR TIME TO PROVIDING EDUCATION TO, IMPROVING ACCESS FOR, AND REDUCING BARRIERS FOR THE VULNERABLE, UNDERSERVED, UNINSURED, AND UNDERINSURED POPULATION. IN THE FISCAL YEAR 2024, THIS GROUP OF ASSOCIATES HAD MORE THAN 45,400 ENCOUNTERS WITH PATIENTS TO ESTABLISH WITH PHYSICIANS, KEEP FOLLOW-UP APPOINTMENTS, OBTAIN NEEDED MEDICATIONS AND MEDICAL EQUIPMENT, OBTAIN TRANSPORTATION, OBTAIN REFERRALS TO NEEDED SERVICES, ACQUIRE KNOWLEDGE AND COACHING ON HOW TO IMPROVE THEIR HEALTH, MANAGE THEIR CHRONIC DISEASE(S), AND COUNTLESS OTHER ENDEAVORS. IN FY 2024, THE CHRISTUS SPOHN CAREVAN MOBILE CLINIC DELIVERED OB AND WOMEN'S SERVICES TO THE REGION'S UNINSURED WOMEN INCLUDING PRE-NATAL CARE, PAP SMEARS, LABORATORY AND ULTRA-SOUND TESTING, ANNUAL EXAMS, REFERRALS FOR FREE MAMMOGRAMS AND PRE-NATAL CARE. THIS PREVENTATIVE AND WELLNESS CARE HELPS WITH EARLY DETECTION THAT OTHERWISE MIGHT RESULT IN MORE SERIOUS HEALTH ISSUES REQUIRING HOSPITALIZATION IN THE FUTURE. THE CAREVAN PROVIDES HEALTH SCREENINGS, IMMUNIZATIONS, AND HEALTH EDUCATION TO VULNERABLE AND UNDERSERVED POPULATIONS IN THE COMMUNITY. IN FY 2024, THE CAREVAN HAD 499 ENCOUNTERS WITH WOMEN AND OTHER VULNERABLE COMMUNITY MEMBERS CHRISTUS SPOHN AWARDED GRANTS TO LOCAL ORGANIZATIONS THROUGH THE CHRISTUS FUND PROGRAM. GRANTS WERE AWARDED TO ADDRESS COMMUNITY NEEDS IDENTIFIED THROUGH THE LAST ITERATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT. CHRISTUS HEALTH ESTABLISHED THE CHRISTUS FUND TO PROVIDE RESOURCES TO NOT-FOR-PROFIT AGENCIES AND GROUPS WHOSE VISION, MISSION, AND GOALS ARE CONSISTENT WITH CHRISTUS HEALTH'S MISSION, VALUES, AND PHILOSOPHY OF A HEALTHY COMMUNITY. WE BELIEVE THAT BY WORKING TOGETHER, WE CAN MAKE A PROFOUND DIFFERENCE IN THE QUALITY OF PEOPLE'S LIVES AND CREATE SUSTAINABLE HEALTH IN OUR COMMUNITIES. IN FY24, THE CHRISTUS FUND DISPERSED GRANTS TO LOCAL ORGANIZATIONS THAT ACTIVELY ADDRESS MENTAL HEALTH, AFFORDABLE HOUSING, COMMUNITY AND FAMILY VIOLENCE, VULNERABLE POPULATIONS AND TRUST, OR HIGH EMERGENCY ROOM USE. ADVOCACY FOR IMPROVING PUBLIC POLICIES, WORKING TO ESTABLISH AND AUGMENT GRASSROOTS ADVOCACY, AND GREATER ACCESS TO HEALTHCARE SERVICES FOR THE PATIENTS WE SERVE. THESE EFFORTS TAKE PLACE AT THE STATE AND NATIONAL LEVEL THROUGH CHRISTUS HEALTH. ENROLLMENT ASSISTANCE TO THE COMMUNITY. ELIGIBILITY VENDORS ASSIST COMMUNITY MEMBERS WITH ENROLLMENT IN PUBLIC PROGRAMS TO INCREASE ACCESS TO QUALITY HEALTHCARE SERVICES. THEY PROVIDE EDUCATION AND ENROLLMENT ASSISTANCE TO THE UNINSURED POPULATION IDENTIFIED AT THE HOSPITAL. Form 990, Part III, Line 4d Description of other program services (Expenses $ 805,764 including grants of $ 0)(Revenue $ 0) ROOTED IN OUR MISSION AND HERITAGE, THE FOUNDERS AND SPONSORS OF CHRISTUS HEALTH AND THOSE WHO CO-MINISTER WITH THEM SEEK NEW AND INNOVATIVE WAYS OF DELIVERING QUALITY HEALTH CARE THAT IS BOTH AFFORDABLE AND ACCESSIBLE TO ALL. TODAY, MORE THAN EVER, WE MUST AIM TO IMPROVE THE TOTAL HEALTH STATUS OF THE COMMUNITY THROUGH PROGRAMS THAT PLACE OUR SERVICES WHERE THEY ARE NEEDED MOST, WITH SPECIAL ATTENTION AND PREFERENCE GIVEN TO PROGRAMS THAT SUPPORT AND BENEFIT THE HEALTH AND WELFARE OF THE POOR AND UNDERSERVED. COMMUNITY SERVICES FOR THE POOR AND UNDERSERVED REPRESENT THE UNPAID COST OF SERVICES PROVIDED FOR WHICH A PATIENT IS NOT BILLED OR FOR WHICH A FEE HAS BEEN ASSESSED THAT RECOVERS ONLY A PORTION OF THE COST OF THE RENDERED SERVICE. THIS CATEGORY INCLUDES INITIATIVES THAT REACH OUT TO THOSE IN NEED THROUGH COMMUNITY HEALTH AND SOCIAL PROGRAMS. THESE PROGRAMS SEEK JUSTICE FOR THE VULNERABLE AND WORK TO BRING ABOUT CHANGES IN OUR POLITICAL AND ECONOMIC SYSTEMS. THE PROGRAMS COVER A BROAD SPECTRUM OF SERVICES, FROM COMMUNITY CLINICS TO IMMUNIZATIONS, MEALS FOR HOMELESS SHELTERS, TRANSPORTATION SERVICES, AND A VARIETY OF OTHER SOCIAL SERVICES. Form 990, Part III, Line 4d Description of other program services (Expenses $ 0 including grants of $ 655,608)(Revenue $ 0) Additional Grants 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 ITS INCLUSION IN THE IRS GROUP RULING WITH THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS, WHICH COVERS THE ORGANIZATIONS LISTED IN THE ANNUAL OFFICIAL CATHOLIC DIRECTORY. CHRISTUS HEALTH'S WEBSITE DISPLAYS THE IRS GROUP RULING AND RELEVANT ANNUAL OFFICIAL CATHOLIC DIRECTORY PAGES FOR THE ORGANIZATIONS RELATED TO CHRISTUS HEALTH. FORMS 990 AND 990-T ARE MADE AVAILABLE UPON REQUEST. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons DR. OREL EVERETT (board member) and GABE GUERRA (board member and officer) - Family relationship Form 990, Part VI, Line 6 Classes of members or stockholders CHRISTUS HEALTH IS THE SOLE CORPORATE MEMBER OF THE FILING ORGANIZATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body 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 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 REVIEW. REVIEW OF THE FINAL FORM 990 OCCURS PRIOR TO FILING WITH THE IRS IN THE SPRING OF 2025 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 CHRISTUS SPOHN HEALTH SYSTEM CORPORATION. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF INDIVIDUALS WHO HAVE NO CONFLICT OF INTEREST WITH THE COMPENSATION ARRANGEMENTS AT HAND. THE EXECUTIVE COMPENSATION COMMITTEE OF THE CHRISTUS HEALTH BOARD SELECTS AN INDEPENDENT EXTERNAL FIRM TO PERFORM AN INDEPENDENT COMPENSATION REVIEW, TO ENSURE THAT ALL COMPENSATION IS REASONABLE AND COMPARABLE TO OTHER SIMILARLY SITUATED ORGANIZATIONS, FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS, AND TO PROVIDE SUPPORTING INFORMATION OF COMPENSATION DECISIONS. ON AN ANNUAL BASIS THE EXTERNAL CONSULTANT: 1. DEVELOPS THE MERIT INCREASE RECOMMENDATIONS FOR ALL DESIGNATED SYSTEM EXECUTIVES BASED ON MARKET COMPARABILITY. 2. RECOMMENDS THE CHANGES IN THE COMPENSATION STRUCTURE (GRADES) BASED ON THE MARKET CHANGES. 3. COMPLETES A REVIEW AND EVALUATION OF NEWLY CREATED POSITIONS TO RECOMMEND A GRADE PLACEMENT TO THE COMMITTEE FOR ITS DISCUSSION AND APPROVAL. ON A BI-ANNUAL BASIS, THE EXTERNAL CONSULTANT COMPLETES A DETAILED REVIEW OF ALL OTHER DESIGNATED SYSTEM EXECUTIVES' COMPENSATION AND BENEFITS. THIS GROUP INCLUDES ALL TOP MANAGEMENT OFFICIALS, OTHER OFFICERS AND KEY LEADERS OF THE ORGANIZATION. THE REVIEW INCLUDES RECOMMENDATIONS TO THE COMMITTEE ON ANY CHANGES NECESSARY IN EITHER SPECIFIC COMPENSATION OR COMPENSATION STRUCTURE TO ENSURE MARKET COMPETITIVENESS, REASONABLENESS AND INTERNAL EQUITY. UPON RECOMMENDATIONS FROM THE INDEPENDENT EXTERNAL FIRM, THE EXECUTIVE COMPENSATION COMMITTEE MAKES FINAL COMPENSATION DECISIONS. ADDITIONALLY, THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS ALL COMPENSATION PAYMENTS FOR EXCESS BENEFIT TRANSACTIONS. THE DISCUSSION AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED AND FORMALIZED IN THE COMMITTEE MINUTES AND MAINTAINED ON RECORD. 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 CHRISTUS SPOHN HEALTH SYSTEM CORPORATION. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF INDIVIDUALS WHO HAVE NO CONFLICT OF INTEREST WITH THE COMPENSATION ARRANGEMENTS AT HAND. THE EXECUTIVE COMPENSATION COMMITTEE OF THE CHRISTUS HEALTH BOARD SELECTS AN INDEPENDENT EXTERNAL FIRM TO PERFORM AN INDEPENDENT COMPENSATION REVIEW, TO ENSURE THAT ALL COMPENSATION IS REASONABLE AND COMPARABLE TO OTHER SIMILARLY SITUATED ORGANIZATIONS, FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS, AND TO PROVIDE SUPPORTING INFORMATION OF COMPENSATION DECISIONS. ON AN ANNUAL BASIS THE EXTERNAL CONSULTANT: 1. DEVELOPS THE MERIT INCREASE RECOMMENDATIONS FOR ALL DESIGNATED SYSTEM EXECUTIVES BASED ON MARKET COMPARABILITY. 2. RECOMMENDS THE CHANGES IN THE COMPENSATION STRUCTURE (GRADES) BASED ON THE MARKET CHANGES. 3. COMPLETES A REVIEW AND EVALUATION OF NEWLY CREATED POSITIONS TO RECOMMEND A GRADE PLACEMENT TO THE COMMITTEE FOR ITS DISCUSSION AND APPROVAL. ON A BI-ANNUAL BASIS, THE EXTERNAL CONSULTANT COMPLETES A DETAILED REVIEW OF ALL OTHER DESIGNATED SYSTEM EXECUTIVES' COMPENSATION AND BENEFITS. THIS GROUP INCLUDES ALL TOP MANAGEMENT OFFICIALS, OTHER OFFICERS AND KEY LEADERS OF THE ORGANIZATION. THE REVIEW INCLUDES RECOMMENDATIONS TO THE COMMITTEE ON ANY CHANGES NECESSARY IN EITHER SPECIFIC COMPENSATION OR COMPENSATION STRUCTURE TO ENSURE MARKET COMPETITIVENESS, REASONABLENESS AND INTERNAL EQUITY. UPON RECOMMENDATIONS FROM THE INDEPENDENT EXTERNAL FIRM, THE EXECUTIVE COMPENSATION COMMITTEE MAKES FINAL COMPENSATION DECISIONS. ADDITIONALLY, THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS ALL COMPENSATION PAYMENTS FOR EXCESS BENEFIT TRANSACTIONS. THE DISCUSSION AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED AND FORMALIZED IN THE COMMITTEE MINUTES AND MAINTAINED ON RECORD. 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 IX, Line 11g Other Fees Patient Financial Services Fee - Total Expense: 13237948, Program Service Expense: , Management and General Expenses: 13237948, Fundraising Expenses: ; Repairs & Maintenance Services - Total Expense: 18986835, Program Service Expense: 19047524, Management and General Expenses: -60689, Fundraising Expenses: ; Medical Services - Total Expense: 37669179, Program Service Expense: 4738414, Management and General Expenses: 32930765, Fundraising Expenses: ; Collection Services - Total Expense: 1462028, Program Service Expense: 1462028, Management and General Expenses: , Fundraising Expenses: ; Physician Services - Total Expense: 95676770, Program Service Expense: 86465572, Management and General Expenses: 9211198, Fundraising Expenses: ; MCCS Expense - Total Expense: 18180793, Program Service Expense: , Management and General Expenses: 18180793, Fundraising Expenses: ; Consulting Services - Total Expense: 370747, Program Service Expense: 206487, Management and General Expenses: 164260, Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Form 990, Part X, Line 1 CASH- NON-BEARING INTEREST 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. Form 990, Part XI, Line 9 Other changes in net assets or fund balances INTERCOMPANY - 53033154; RESTRICTED CONTRIBUTIONS - 5400; ROUNDING - 4; OTHER TAX ADJUSTMENTS - 27363; CHANGE IN UNRESTRICTED ASSETS - 13801; FORM 990, BOX C DOING BUSINESS AS CHRISTUS Heart Center CHRISTUS Spohn Cancer Center - Alice CHRISTUS Spohn Cancer Center - Calallen CHRISTUS Spohn Cancer Center - Shoreline Christus Spohn Dr. Hector P. Garcia Memorial Family Health Center CHRISTUS Spohn Family Health Center - Freer CHRISTUS Spohn Family Health Center - Northside CHRISTUS Spohn Family Health Center - Padre Island CHRISTUS Spohn Family Health Center - Robstown CHRISTUS Spohn Family Health Center - Westside CHRISTUS Spohn Health System CHRISTUS Spohn Heart Institute CHRISTUS Spohn Hospital Alice CHRISTUS Spohn Hospital Beeville CHRISTUS Spohn Hospital Corpus Christi - Memorial CHRISTUS Spohn Hospital Corpus Christi - Shoreline CHRISTUS Spohn Hospital Corpus Christi - South Christus Spohn Hospital Kleberg CHRISTUS Spohn Medical Clinic - Alice CHRISTUS Spohn Memorial Quick Care CHRISTUS Spohn Neurosciences Center CHRISTUS Spohn Women's Clinic - Alice CHRISTUS Spohn Women's Clinic - Beeville CHRISTUS Surgical Hospital CHRISTUS ST MICHAEL FOUNDATION 2600 ST MICHAEL DRIVE TEXARKANA TX 75503 471655865 SUPP HEALTHCARE SERVICES TX 501(c)(3) 7 ALT true TRINCARE INC 1315 DOCTORS DRIVE TYLER TX 75701 752161369 HEALTHCARE SERVICES TX 501(c)(3) 10 CCC true CH WILKINSON PHYSICIAN NETWORK 1700 WEST LOOP SOUTH STE 400B HOUSTON TX 77027 760422435 HEALTHCARE SERVICES TX 501(c)(3) Type I CH true CHRISTUS CONNECTED CARE NETWORK 5101 N OCONNOR BLVD IRVING TX 75039 473403356 SUPP HEALTHCARE SERVICES TX 501(c)(4) CH true CHRISTUS CONTINUING CARE 1700 W LOOP SOUTH SUITE 1100 HOUSTON TX 77027 742898615 HEALTHCARE SERVICES TX 501(c)(3) 3 CH true CHRISTUS FOUNDATION FOR HEALTHCARE PO BOX 1919 HOUSTON TX 77251 746074210 SUPP HEALTHCARE SERVICES TX 501(c)(3) 7 CH true CHRISTUS HEALTH CENTRAL LOUISIANA 3330 MASONIC DRIVE ALEXANDRIA LA 71301 720408984 HEALTHCARE SERVICES LA 501(c)(3) 3 CH true CHRISTUS HEALTH FOUNDATION 5101 N OCONNOR BLVD IRVING TX 75039 611500100 SUPP HEALTHCARE SERVICES TX 501(c)(3) Type I CH true CHRISTUS HEALTH GULF COAST PO BOX 922037 HOUSTON TX 77292 760591592 HEALTHCARE SERVICES TX 501(c)(3) 7 CH true CHRISTUS HEALTH PLAN 5101 N OCONNOR BLVD IRVING TX 75039 452106295 HEALTH PLAN TX 501(c)(4) CH true CHRISTUS HEALTH PLAN LOUISIANA 5101 N OCONNOR BLVD IRVING TX 75039 464617988 MEDICAID HMO LA 501(c)(4) CH true CHRISTUS HEALTH SOUTHEAST TEXAS 2830 CALDER STREET BEAUMONT TX 77726 760591590 HEALTHCARE SERVICES TX 501(c)(3) 3 CH true CHRISTUS HEALTH SOUTHWESTERN LOUISIANA 524 DR MICHAEL DEBAKEY DR LAKE CHARLES LA 70601 720411322 HEALTHCARE SERVICES LA 501(c)(3) 3 CH true CHRISTUS HEALTH STRATEGIC GROWTH 5101 N OCONNOR BLVD IRVING TX 75039 462798043 SUPP HEALTHCARE SERVICES TX 501(c)(3) Type I CH true CHRISTUS NORTHEAST TEXAS AND NORTHERN LOUISIANA HEALTH SYSTEM CORPORATION 1315 DOCTORS DRIVE TYLER TX 75701 752616975 HEALTHCARE SERVICES TX 501(c)(3) Type II CH true CHRISTUS PEDIATRIC PHYSICIAN GROUP 5101 N OCONNOR BLVD IRVING TX 75039 465203505 HEALTHCARE SERVICES TX 501(c)(3) 3 CH true CHRISTUS SANTA ROSA HEALTH CARE CORPORATION 333 N SANTA ROSA STREET SAN ANTONIO TX 78207 741109665 HEALTHCARE SERVICES TX 501(c)(3) 3 CH true CHRISTUS TRINITY CLINIC 1315 DOCTORS DRIVE TYLER TX 75701 752616977 HEALTHCARE SERVICES TX 501(c)(3) 3 CH true OTERO COUNTY HOSPITAL ASSOCIATION 2669 SCENIC DRIVE ALAMOGORDO NM 88311 850138775 HOSPITAL NM 501(c)(3) 3 CH true ST VINCENT HOSPITAL PO BOX 2107 SANTA FE NM 87504 850106941 HOSPITAL NM 501(c)(3) 3 CH true CHRISTUS HEALTH INTERNATIONAL 5101 N OCONNOR BLVD IRVING TX 75039 462811167 SUPP HEALTHCARE SERVICES TX 501(c)(3) Type I CH STRA GRTH true CHRISTUS HEALTH LATIN AMERICA 5101 N OCONNOR BLVD IRVING TX 75039 462816604 SUPP HEALTHCARE SERVICES TX 501(c)(3) Type I CH STRA GRTH true CHRISTUS ST FRANCES CABRINI HOSPITAL AUXILIARY INC 3330 MASONIC DRIVE ALEXANDRIA LA 71301 237255175 SUPP HEALTHCARE SERVICES LA 501(c)(3) 10 CHCL true ST FRANCES CABRINI HOSPITAL FOUNDATION OF ALEXANDRIA 3330 MASONIC DRIVE ALEXANDRIA LA 71301 720998302 SUPP HEALTHCARE SERVICES LA 501(c)(3) 7 CHCL true HOPKINS CTY PHYSICIAN SERVICES 115 AIRPORT RD SULPHUR SPRINGS TX 75482 260637742 CLINIC TX 501(c)(3) 3 CHHA true CHRISTUS SANTA ROSA FAMILY HEALTH CENTER 333 N 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