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ObjectId: 202431289349300543 - Submission: 2024-05-07
TIN: 74-1109836
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
22
Open to Public Inspection
Name of the organization
Christus Spohn Health System Corporation
Employer identification number
74-1109836
Part I
Identification of Disregarded Entities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
Part II
Identification of Related Tax-Exempt Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
(1)
CHRISTUS HEALTH CENTRAL LOUISIANA
3330 MASONIC DRIVE
ALEXANDRIA
,
LA
71301
72-0408984
HLTHCARE SVCS
LA
501(c)(3)
3
CH
Yes
(2)
CHRISTUS HEALTH GULF COAST
PO BOX 922037
HOUSTON
,
TX
77292
76-0591592
HLTHCARE SVCS
TX
501(c)(3)
7
CH
Yes
(3)
CHRISTUS HEALTH NORTHERN LOUISIANA
ONE SAINT MARY PLACE
SHREVEPORT
,
LA
71101
72-0408982
HLTHCARE SVCS
LA
501(c)(3)
3
CH
Yes
(4)
CHRISTUS HEALTH
5101 N OCONNOR BLVD
IRVING
,
TX
75039
76-0590551
SPT HLTH SVCS
TX
501(c)(3)
10
NA
No
(5)
CHRISTUS HEALTH SOUTHEAST TEXAS
2830 CALDER STREET
BEAUMONT
,
TX
77726
76-0591590
HLTHCARE SVCS
TX
501(c)(3)
3
CH
Yes
(6)
CHRISTUS HEALTH SOUTHWESTERN LOUISIANA
524 DR MICHAEL DEBAKEY DR
LAKE CHARLES
,
LA
70601
72-0411322
HLTHCARE SVCS
LA
501(c)(3)
3
CH
Yes
(7)
CHRISTUS SANTA ROSA HEALTH CARE CORP
333 N SANTA ROSA STREET
SAN ANTONIO
,
TX
78207
74-1109665
HLTHCARE SVCS
TX
501(c)(3)
3
CH
Yes
(8)
CHRISTUS CONTINUING CARE
1700 W LOOP SOUTH SUITE 1100
HOUSTON
,
TX
77027
74-2898615
HLTHCARE SVCS
TX
501(c)(3)
3
CH
Yes
(9)
CH WILKINSON PHYSICIAN NETWORK
1700 WEST LOOP SOUTH STE 400B
HOUSTON
,
TX
77027
76-0422435
HLTHCARE SVCS
TX
501(c)(3)
Type I
CH
Yes
(10)
CHRISTUS HEALTH FOUNDATION
5101 N OCONNOR BLVD
IRVING
,
TX
75039
61-1500100
SPT HLTH SVCS
TX
501(c)(3)
Type I
CH
Yes
(11)
CHRISTUS SPOHN HTH SYSTEM DEVELOPMENT FD
600 ELIZABETH STREET
CORPUS CHRISTI
,
TX
78404
74-1906005
SUPP HTH SVCS
TX
501(c)(3)
7
SPHSC
Yes
(12)
CHRISTUS HEALTH STRATEGIC GROWTH
5101 N OCONNOR BLVD
IRVING
,
TX
75039
46-2798043
SPT HLTH SVCS
TX
501(c)(3)
Type I
CH
Yes
(13)
CHRISTUS PEDIATRIC PHYSICIAN GROUP
5101 N OCONNOR BLVD
IRVING
,
TX
75039
46-5203505
HLTHCARE SVCS
TX
501(c)(3)
3
CH
Yes
(14)
CHRISTUS FOUNDATION FOR HEALTHCARE
PO BOX 1919
HOUSTON
,
TX
77251
74-6074210
SUPP HTH SVCS
TX
501(c)(3)
7
CH
Yes
(15)
CHRISTUS NORTHEAST TX HEALTH SYSTEM CORP
1315 DOCTORS DRIVE
TYLER
,
TX
75701
75-2616975
HLTHCARE SVCS
TX
501(c)(3)
Type II
CH
Yes
(16)
CHRISTUS CONNECTED CARE NETWORK
5101 N OCONNOR BLVD
IRVING
,
TX
75039
47-3403356
SPT HLTH SVCS
TX
501(c)(4)
CH
Yes
(17)
Christus TRINITY CLINIC
1315 DOCTORS DRIVE
TYLER
,
TX
75701
75-2616977
HEALTHCARE
TX
501(c)(3)
3
CH
Yes
(18)
CHRISTUS HEALTH PLAN
600 ELIZABETH STREET
CORPUS CHRISTI
,
TX
78404
45-2106295
Health Plan
TX
501(c)(4)
CH
Yes
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2022
Page 2
Schedule R (Form 990) 2022
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
SPOHN INVESTMENT CORPORATION
600 ELIZABETH STREET
CORPUS CHRISTI
,
TX
78404
74-2322574
RENTAL
TX
SPHSC
C Corporation
100 %
Yes
(2)
CHRISTUS MUGUERZA SAPI DE CV
HIDALGO PTE 2525 G40G0
COL OBISPADO
,
MONTERREY
64060
MX
HLTHCARE SVC
MX
CH
C Corporation
Yes
(3)
EMERALD ASSURANCE CAYMAN LTD
PO BOX 1051
GRAND CAYMAN
KY11102
CJ
98-0407545
INSURANCE
CJ
CH
C Corporation
Yes
(4)
LTACH CONDOMINIUM UNIT OWNERS ASSOC
600 ELIZABETH STREET
CORPUS CHRISTI
,
TX
77726
47-2404808
BUILDING ASSO
TX
SPHSC
C Corporation
100 %
Yes
(5)
CHRISTUS LOUISIANA QUALITY ALLIANCE
919 HIDDEN RIDGE DR
IRVING
,
TX
75038
47-4618648
ACO
LA
CH
C Corporation
Yes
Schedule R (Form 990) 2022
Page 3
Schedule R (Form 990) 2022
Page
3
Part V
Transactions With Related Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
Yes
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
Yes
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
Yes
d
Loans or loan guarantees to or for related organization(s)
............................
1d
No
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
Yes
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
Yes
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
Yes
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
Yes
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
No
o
Sharing of paid employees with related organization(s)
............................
1o
Yes
p
Reimbursement paid to related organization(s) for expenses
............................
1p
Yes
q
Reimbursement paid by related organization(s) for expenses
............................
1q
Yes
r
Other transfer of cash or property to related organization(s)
............................
1r
Yes
s
Other transfer of cash or property from related organization(s)
............................
1s
Yes
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
CHRISTUS HEALTH PLAN
L
1,440,000
Accrual
(2)
CHRISTUS SANTA ROSA HEALTH CARE CORPORATION
L
781,421
Accrual
(3)
CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION
B
1,312,129
Accrual
(4)
CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION
C
1,190,893
Accrual
(5)
CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION
L
140,000
Accrual
(6)
CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION
M
639,818
Accrual
(7)
CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION
O
171,712
Accrual
(8)
SPOHN INVESTMENT CORPORATION
A
24,000
Accrual
(9)
SPOHN INVESTMENT CORPORATION
L
186,853
Accrual
(10)
SPOHN INVESTMENT CORPORATION
M
186,853
Accrual
(11)
SPOHN INVESTMENT CORPORATION
P
200,575
Accrual
(12)
SPOHN INVESTMENT CORPORATION
Q
89,843
Accrual
(13)
TRINITY CLINIC
A
1,645,925
Accrual
(14)
TRINITY CLINIC
J
2,046,620
Accrual
(15)
TRINITY CLINIC
K
564,306
Accrual
(16)
TRINITY CLINIC
L
37,760,797
Accrual
(17)
TRINITY CLINIC
M
4,691,141
Accrual
(18)
TRINITY CLINIC
Q
152,447
Accrual
Schedule R (Form 990) 2022
Page 4
Schedule R (Form 990) 2022
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2022
Page 5
Schedule R (Form 990) 2022
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference
Explanation
Schedule R (Form 990) 2022
Additional Data
Software ID:
22016089
Software Version:
2022v5.0