efile Public Visual Render
ObjectId: 202331259349301543 - Submission: 2023-05-05
TIN: 76-0590551
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
21
Open to Public Inspection
Name of the organization
Christus Health
Employer identification number
76-0590551
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First-class or charter travel
Housing allowance or residence for personal use
Travel for companions
Payments for business use of personal residence
Tax idemnification and gross-up payments
Health or social club dues or initiation fees
Discretionary spending account
Personal services (e.g., maid, chauffeur, chef)
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain
.....
1b
Yes
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a?
....
2
Yes
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
Compensation committee
Written employment contract
Independent compensation consultant
Compensation survey or study
Form 990 of other organizations
Approval by the board or compensation committee
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment?
.............
4a
Yes
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan?
.........
4b
Yes
c
Participate in, or receive payment from, an equity-based compensation arrangement?
.........
4c
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization?
....................
5a
No
b
Any related organization?
.......................
5b
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
..................
6a
No
b
Any related organization?
......................
6b
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III
............
7
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III
..........................
8
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)?
.........................
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2021
Page 2
Schedule J (Form 990) 2021
Page
2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note.
The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A)
Name and Title
(B)
Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC
(C)
Retirement and other deferred compensation
(D)
Nontaxable
benefits
(E)
Total of columns
(B)(i)-(D)
(F)
Compensation in column (B) reported as deferred on prior Form 990
(i)
Base
compensation
(ii)
Bonus & incentive
compensation
(iii)
Other
reportable compensation
1
ERNIE SADAU
PRESIDENT & CEO
(i)
(ii)
6,801,708
-------------
0
5,184,507
-------------
0
9,028
-------------
0
5,912,199
-------------
0
9,028
-------------
0
17,916,470
-------------
0
0
-------------
0
2
STEVEN KEUER MD
TMF CHIEF FINANCIAL OFFICER
(i)
(ii)
672,285
-------------
0
391,209
-------------
0
188,784
-------------
0
200,061
-------------
0
8,667
-------------
0
1,461,006
-------------
0
0
-------------
0
3
RANDY SAFADY
EVP/CHIEF FINANCIAL OFFICER
(i)
(ii)
3,320,367
-------------
0
2,430,000
-------------
0
68,805
-------------
0
2,032,179
-------------
0
11,587
-------------
0
7,862,938
-------------
0
0
-------------
0
4
IRMA PENALOZA
ASST. CORP SEC
(i)
(ii)
303,648
-------------
0
206,068
-------------
0
650
-------------
0
85,278
-------------
0
15,111
-------------
0
610,755
-------------
0
0
-------------
0
5
NANCY RODILL
DIR OF GOV, ACS
(i)
(ii)
166,976
-------------
0
53,547
-------------
0
100
-------------
0
15,638
-------------
0
11,330
-------------
0
247,591
-------------
0
0
-------------
0
6
JEFFREY M PUCKETT
EVP/COO
(i)
(ii)
4,245,808
-------------
0
2,574,500
-------------
0
235,685
-------------
0
3,565,173
-------------
0
13,534
-------------
0
10,634,700
-------------
0
0
-------------
0
7
PAUL D GENERALE
EVP/CHIEF STRATEGY OFFICER
(i)
(ii)
2,511,357
-------------
0
2,016,000
-------------
0
84,453
-------------
0
1,964,952
-------------
0
11,278
-------------
0
6,588,040
-------------
0
0
-------------
0
8
MARTY MARGETTS
EVP/CAO
(i)
(ii)
3,047,290
-------------
0
2,016,000
-------------
0
96,324
-------------
0
2,499,137
-------------
0
18,859
-------------
0
7,677,610
-------------
0
0
-------------
0
9
GERARD F HEELEY
SR VP MISSION AND ETHICS
(i)
(ii)
1,573,347
-------------
0
1,337,000
-------------
0
457,493
-------------
0
1,338,094
-------------
0
754,834
-------------
0
5,460,768
-------------
0
0
-------------
0
10
SAM BAGCHI MD
EVP/CMO
(i)
(ii)
1,162,218
-------------
0
1,620,000
-------------
0
0
-------------
0
721,434
-------------
0
18,630
-------------
0
3,522,282
-------------
0
0
-------------
0
11
CHRISTOPHER KARAM
SR VP & REG CEO
(i)
(ii)
819,907
-------------
0
330,541
-------------
0
65
-------------
0
185,634
-------------
0
9,036
-------------
0
1,345,183
-------------
0
0
-------------
0
12
JEANNIE FREY
SVP CHIEF LEGAL OFFICER
(i)
(ii)
882,189
-------------
0
430,477
-------------
0
0
-------------
0
203,828
-------------
0
7,928
-------------
0
1,524,422
-------------
0
0
-------------
0
13
J CHRIS GLENNEY
SVP GROUP OPERATIONS NETX
(i)
(ii)
1,076,553
-------------
0
409,936
-------------
0
715
-------------
0
556,004
-------------
0
19,662
-------------
0
2,062,870
-------------
0
0
-------------
0
14
DOMINIC DOMINGUEZ
SVP-GROUP OPERATIONS SO TX
(i)
(ii)
1,003,923
-------------
0
408,565
-------------
0
39,592
-------------
0
487,365
-------------
0
140,880
-------------
0
2,080,325
-------------
0
0
-------------
0
15
CHARLES T HANKINS
SVP PEDIATRICS AND CMO, CHOSA
(i)
(ii)
589,698
-------------
0
359,796
-------------
0
163,627
-------------
0
176,728
-------------
0
10,006
-------------
0
1,299,855
-------------
0
0
-------------
0
16
JON MANIS
SVP CIO
(i)
(ii)
623,282
-------------
0
797,838
-------------
0
0
-------------
0
257,918
-------------
0
13,356
-------------
0
1,692,394
-------------
0
0
-------------
0
17
CHRIS C DASKEVICH
SVP MATERNAL SVCS & CEO, CHOSA
(i)
(ii)
587,334
-------------
0
359,796
-------------
0
145,943
-------------
0
178,281
-------------
0
18,934
-------------
0
1,290,288
-------------
0
0
-------------
0
18
M SHANNON STANSBURY
SVP POPULATION HEALTH
(i)
(ii)
482,157
-------------
0
279,307
-------------
0
260,691
-------------
0
151,864
-------------
0
7,986
-------------
0
1,182,005
-------------
0
0
-------------
0
19
KIM REYNOLDS
SVP FINANCE
(i)
(ii)
570,938
-------------
0
437,457
-------------
0
13,241
-------------
0
263,975
-------------
0
6,351
-------------
0
1,291,962
-------------
0
0
-------------
0
20
DEBRA PASLEY
SVP, CNO
(i)
(ii)
434,216
-------------
0
264,754
-------------
0
130,982
-------------
0
133,771
-------------
0
6,561
-------------
0
970,284
-------------
0
0
-------------
0
21
TINA BARKER
SVP STRATEGY MARKETING & DIG
(i)
(ii)
436,537
-------------
0
268,648
-------------
0
94,870
-------------
0
133,726
-------------
0
11,417
-------------
0
945,198
-------------
0
0
-------------
0
22
KIMBERLY KING WEBB
SVP CHIEF HR OFFICER
(i)
(ii)
497,603
-------------
0
267,908
-------------
0
2,150
-------------
0
191,239
-------------
0
33,017
-------------
0
991,917
-------------
0
0
-------------
0
23
RYAN THOMPSON
SVP REVENUE CYCLE
(i)
(ii)
463,567
-------------
0
292,427
-------------
0
650
-------------
0
192,782
-------------
0
17,584
-------------
0
967,010
-------------
0
0
-------------
0
24
GABRIELA SAENZ
SVP CORP SERVICES
(i)
(ii)
442,672
-------------
0
390,000
-------------
0
97,248
-------------
0
159,922
-------------
0
8,129
-------------
0
1,097,971
-------------
0
0
-------------
0
25
FADI NASRALLAH
SVP CMO TRINITY CLINIC
(i)
(ii)
687,452
-------------
0
420,003
-------------
0
120,490
-------------
0
207,731
-------------
0
11,290
-------------
0
1,446,966
-------------
0
0
-------------
0
26
SCOTT SMITH
SVP TRINITY CLINIC
(i)
(ii)
1,042,012
-------------
0
471,250
-------------
0
230,065
-------------
0
28,761
-------------
0
14,369
-------------
0
1,786,457
-------------
0
0
-------------
0
27
ALEJANDRO CANAVATI
CEO, CRP CHILE OPERATIONS
(i)
(ii)
529,833
-------------
0
511,436
-------------
0
343,776
-------------
0
136,466
-------------
0
6,784
-------------
0
1,528,295
-------------
0
0
-------------
0
28
PAUL M TREVINO
CEO SETX & SWLA
(i)
(ii)
659,219
-------------
0
296,460
-------------
0
18,832
-------------
0
286,636
-------------
0
15,666
-------------
0
1,276,813
-------------
0
0
-------------
0
29
NORMAN TODD HANCOCK
Pres/CEO GSHS
(i)
(ii)
693,803
-------------
0
238,982
-------------
0
36,650
-------------
0
330,636
-------------
0
13,223
-------------
0
1,313,294
-------------
0
0
-------------
0
30
GEORGE S CONKLIN
SVP-CIO (THRU 12/2019)
(i)
(ii)
0
-------------
0
0
-------------
0
658,584
-------------
0
0
-------------
0
0
-------------
0
658,584
-------------
0
0
-------------
0
31
JOHN A GILLEAN MD
EVP/CHIEF MEDICAL OFFICER
(i)
(ii)
0
-------------
0
0
-------------
0
752,648
-------------
0
0
-------------
0
0
-------------
0
752,648
-------------
0
0
-------------
0
32
LINDA K MCCLUNG
EVP/CAO (THRU 8/2019)
(i)
(ii)
0
-------------
0
0
-------------
0
623,267
-------------
0
0
-------------
0
0
-------------
0
623,267
-------------
0
0
-------------
0
Schedule J (Form 990) 2021
Page 3
Schedule J (Form 990) 2021
Page
3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference
Explanation
Schedule J, Part I, Line 1a First-class or charter travel
CERTAIN EXECUTIVES AND BOARD MEMBERS WERE REIMBURSED UNDER AN ACCOUNTABLE PLAN FOR FIRST CLASS TRAVEL.
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
CHRISTUS HEALTH USES AN EXECUTIVE COMPENSATION COMMITTEE TO ESTABLISH AND APPROVE THE COMPENSATION OF THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. THIS COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT WHO PERFORMS A BI-ANNUAL COMPENSATION SURVEY. THE CEO HAS A WRITTEN EMPLOYMENT CONTRACT WITH THE FILING ORGANIZATION.
Schedule J, Part I, Line 4a Severance or change-of-control payment
THE FOLLOWING INDIVIDUAL(S) RECEIVED A SEVERANCE PAYMENT: Scott Smith - $ 52,500 JOHN A. GILLEAN, M.D. - $752,648 LINDA K. MCCLUNG - $623,267 GEORGE S. CONKLIN - $658,584
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.
Schedule J, Part II FORM 990, PART VII, QUESTION 1A & 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, Column (B)(ii) BONUS AND INCENTIVE COMPENSATION
BONUS AND INCENTIVE COMPENSATION MAY INCLUDE AMOUNTS THAT WERE DEFERRED IN A PRIOR YEAR BUT PAID OUT IN CALENDAR YEAR 2021.
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.
Schedule J, Part II, Column (F) COMPENSATION REPORTED AS DEFERRED IN PRIOR FORM 990
THE AMOUNTS REPORTED ON FORM 990, SCHEDULE J, PART II, COLUMN (F) ARE THE PAYMENTS REPORTED AS REPORTABLE COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN (B)(III) TO THE EXTENT THAT SUCH PAYMENTS WERE REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990. THE AMOUNTS REPORTED ON FORM 990, SCHEDULE J, PART II, COLUMN (F) ARE A RESULT OF PARTICIPATION IN THE FOLLOWING NONQUALIFIED SUPPLEMENTAL RETIREMENT PLANS: PENSION RESTORATION PLAN, DEFERRED INCOME ACCOUNT AND SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN.
Schedule J (Form 990) 2021
Additional Data
Software ID:
21014044
Software Version:
2021v4.2