2024-05-08T12:31:34-05:00 2023-06-30 990 2022-07-01 742259907 CHRISTUS SANTA ROSA-SAN MARCOS FOUNDATION % TERESA ZDUNCZYK CHRI 5127533687 PO BOX 912 SAN MARCOS TX 78667 STEVE CHEN CFO 4073572352 2024-05-06 STEVE CHEN 000000000 2 2022 2023-04-26 12:10:37Z STEVE CHEN PO BOX 912 SAN MARCOS TX 78667 302080 false X SEE SCHEDULE O X 1982 TX FUNDRAISING FOR TAX-EXEMPT HOSPITAL ORGANIZATION 14 12 0 18 0 0 332427 155108 0 0 147 265 0 56466 332574 211839 92714 2500 0 0 117215 122818 0 0 14425 26134 32263 236063 157581 96511 54258 506871 650257 0 0 506871 650257 SUPPORT CHRISTUS SANTA ROSA HOSPITAL SAN MARCOS THROUGH THE PROMOTION OF PHILANTHROPY AND GOODWILL. false false 2500 2500 FUNDRAISING TO PROVIDE SUPPORT TO CHRISTUS SANTA ROSA HOSPITAL SAN MARCOS FOR EXPANSION, SPECIFIC EQUIPMENT, HOSPICE SUPPORT AND NURSE SUPPORT. 2500 true true false false false false false false false false false false false false false false false false false false false false false false true false false false false true false false false false false false false false false false false false false true true false false false true 0 0 0 false false false false false true true false false false false false false X 14 12 true false false false true true true true true false false true true true true false false false false false X TERESA ZDUNCZYK 5127533672 1301 WONDER WORLD DRIVE SAN MARCOS TX 78666 THOMAS MCKINNEY PRES CSR HOSP. (THRU 06/2023) 1.0 39.0 X X 0 462885 104147 JERILYN MILLER EXECUTIVE DIRECTOR 40.0 0.0 X 0 116380 8356 COREY CAROTHERS DDS CHAIRMAN 2.0 0.0 X X 0 0 0 WAYNE BECAK DIRECTOR 2.0 0.0 X 0 0 0 BARRIE BREED DIRECTOR 1.0 0.0 X 0 0 0 DAVID CASE DIRECTOR (THRU 9/2022) 1.0 0.0 X 0 0 0 JOHN NAVARRETTE SECRETARY 2.0 0.0 X X 0 0 0 SCOTT YARBROUGH PAST CHAIRMAN 2.0 0.0 X 0 0 0 SHANE FRASER DIRECTOR 1.0 0.0 X 0 0 0 GLORIA INGRAM DIRECTOR 1.0 0.0 X 0 0 0 HOLLY MORRIS DIRECTOR 1.0 0.0 X 0 0 0 JON MAZURSKY MD DIRECTOR 1.0 0.0 X 0 0 0 KEN STRANGE DIRECTOR 1.0 0.0 X 0 0 0 BILL TAYLOR DIRECTOR (THRU 7/2022) 1.0 0.0 X 0 0 0 LANCE WINTER DIRECTOR 1.0 0.0 X 0 0 0 PABLO ZUNIGA DIRECTOR 1.0 0.0 X 0 0 0 0 579265 112503 0 false true true 0 20608 15000 119500 155108 0 265 265 0 0 0 0 0 0 146707 20608 90241 56466 56466 0 0 0 0 0 0 0 211839 56731 0 2500 2500 0 0 116380 116380 0 6438 6438 0 0 0 0 0 0 0 0 0 0 0 0 17416 17416 0 0 0 0 0 0 0 0 0 BANK FEES 422 422 SUPPLIES 1673 1673 MISCELLANEOUS EXPENSES 12596 12596 BUSINESS MEALS 156 156 157581 2500 140656 14425 506871 650257 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 506871 650257 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 118836 250500 388035 399757 506871 650257 506871 650257 X 54258 131664 -42536 X false false X 178199 237327 57248 332427 134500 939701 0 0 178199 237327 57248 332427 134500 939701 513650 426051 266 278 142 147 265 1098 0 0 940799 244570 0.45286 0.41983 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED GALA 2023 167315 20608 146707 17569 51566 7500 13606 0 167315 20608 146707 17569 51566 7500 13606 90241 56466 false true false false false false false false false JERILYN MILLER EXECUTIVE DIRECTOR 96832 19068 480 4697 3659 124736 0 THOMAS MCKINNEY PRES CSR HOSP. (THRU 06/2023) 335909 113725 13251 87823 16324 567032 0 Supplemental Compensation Information 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. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FORM 990, SCHEDULE J, PART I, LINE 4B DEFERRED COMPENSATION INCLUDES EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RENTENTION PLAN, AND PENSION RESTORATION PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT PENSION RESTORATION PLAN AT 6% OF PENSIONABLE EARNING 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 RENTENTION PLAN, AS THE PROTECTED BENEFIT IS ALREADY EQUAL TO OR BETTER THAN CURRENT MARKET. W2 COMPENSATION INFORMATION FORM 990, SCHEDULE J, PART II 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. BONUS AND INCENTIVE COMPENSATION FORM 990, SCHEDULE J, PART II, COLUMN B (II) BONUS INCENTIVE COMPENSATION MAY INCLUDE AMOUNTS THAT WERE DEFERRED IN A PRIOR YEAR BUT PAID OUT IN CALENDAR YEAR 2022. DEFERRED COMPENSATION FORM 990, SCHEDULE J, PART II, COLUMN C DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTION TO 403(B) MATCHED SAVINGS 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 ARE 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 GRANFATHERED PARTICIPANTS, THE FORM 990 REPORTS AS PENSION BENEFITS THEIR ANNUAL ESTIMATED CASH BALANCE PLAN ACCRUAL. PLAN ACCRUAL. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS PREPARED AND REVIEWED BY THE CHRISTUS HEALTH TAX DEPARTMENT. THE CHRISTUS HEALTH ACCOUNTING DEPARTMENT WORKS WITH THE TAX DEPARTMENT 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 WAS REVIEWED PRIOR TO FILING WITH THE IRS IN THE SPRING 2024 BY THE ORGANIZATION'S PRESIDENT AND SECRETARY, BASED ON A SET OF SUGGESTED REVIEW PROCESSES DEVELOPED BY CHRISTUS HEALTH. AT A BOARD MEETING SUBSEQUENT TO FILING WITH THE IRS, THE PRESIDENT AND SECRETARY WILL REPORT TO THE FULL BOARD ON THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C: CHRISTUS SANTA ROSA-SAN MARCOS FOUNDATION'S CURRENT YEAR FORM 990 WAS REVIEWED BY THE BOARD CHAIRMAN AND THE CEO AND CFO OF THE FILING ORGANIZATION'S SUPPORTED HOSPITAL PRIOR TO ITS FILING WITH THE IRS. THE REVIEW CONDUCTED BY THE BOARD CHAIRMAN AND THE CEO AND CFO OF THE FILING ORGANIZATION'S SUPPORTED HOSPITAL DID NOT INCLUDE THE REVIEW OF ANY SUPPORTING WORKPAPERS THAT WERE USED IN PREPARATION OF THE CURRENT YEAR FORM 990,BUT DID INCLUDE A REVIEW OF THE ENTIRE FORM 990 AND ALL SUPPORTING SCHEDULES. TO THE BOARD OF DIRECTORS OF THE FILING ORGANIZATION OR TO ANY MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS THAT IS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. SUBSEQUENT TO ANY DISCLOSURE OF ANY FINANCIAL INTEREST/ARRANGEMENT AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE RELEVANT BOARD MEMBER OR PRINCIPAL OFFICER, THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS OR COMMITTEE WITH BOARD DELEGATED POWERS SHALL DISCUSS, ANALYZE, AND VOTE UPON THE POTENTIAL FINANCIAL INTEREST/ARRANGEMENT TO DETERMINE IF A CONFLICT OF INTEREST EXISTS. ACCORDING TO THE FILING ORGANIZATION'S CONFLICT OF INTEREST POLICY, AN INTERESTED PERSON MAY MAKE A PRESENTATION TO THE BOARD OF DIRECTORS (OR COMMITTEE WITH BOARD DELEGATED POWERS), BUT AFTER SUCH PRESENTATION, SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN A CONFLICT OF INTEREST. EACH INTERESTED PERSON, AS DEFINED UNDER THE FILING ORGANIZATION'S CONFLICT OF INTEREST POLICY, SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE FILING ORGANIZATION IS A CHARITABLE ORGANIZATION THAT MUST PRIMARILY ENGAGE IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS EXEMPT PURPOSES. THE FILING ORGANIZATION'S CONFLICT OF INTEREST POLICY ALSO REQUIRES THAT PERIODIC REVIEWS SHALL BE CONDUCTED TO ENSURE THAT THE FILING ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES. AVAILABILITY OF DOCUMENTS FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FOUNDATION WEBSITE https://www.christushealth.org/connect/donate/san-marcos-foundation OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 9 Other tax adjustments -$2,870 Changes for GAAP for donations/grants -$39,666 -------------------------------------------------------------------------- TOTAL -$42,536 BUSINESS OR FAMILY RELATIONSHIP FORM 990, PART VI, LINE 2 DIRECTOR COREY CAROTHERS AND DIRECTOR SCOTT YARBROUGH HAVE A BUSINESS RELATIONSHIP. DIRECTOR COREY CAROTHERS IS A DENTIST OF WHOM SEVERAL OTHER BOARD MEMBERS ARE HIS PATIENTS. PUBLIC DISCLOSURE OF 1023 AND FORM 990 FORM 990, PART VI, LINE 18 THE FILING ORGANIZATION'S IRS DETERMINATION LETTER AND FORM 990 ARE AVAILABLE UPON REQUEST. DESCRIPTION OF MEMBERS FORM 990, PART VI, QUESTION 6 CHRISTUS SANTA ROSA HEALTH CARE CORPORATION IS THE SOLE CORPORATE MEMBER OF CHRISTUS SANTA ROSA-SAN MARCOS FOUNDATION. DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS FORM 990, PART VI, LINE 7A CHRISTUS SANTA ROSA HEALTH CARE CORPORATION MAY APPOINT OR REMOVE DIRECTORS OF THE CORPORATION, INCLUDING THE PRESIDENT/EXECUTIVE DIRECTOR AND CHAIRPERSON OF THE BOARD OF DIRECTORS. DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF COTING RIGHTS FORM 990, PART VI, LINE 7B CHRISTUS SANTA ROSA HEALTH CARE CORPORATION, AS CORPORATE MEMBER OF CHRISTUS SANTA ROSA-SAN MARCOS FOUNDATION, HAS THE POWER TO ADOPT, APPROVE AND INTERPRET THE PHILOSOPHY, MISSION AND VISION OF THE CORPORATION, AS WELL AS ANY CHANGES THERETO, AND TO RECEIVE AN ANNUAL REPORT FROM THE CHAIRPERSON OF THE BOARD OF DIRECTORS IN CONSULTATION WITH THE PRESIDENT ON THE INTEGRATION AND IMPLEMENTATION OF THE PHILOSOPHY, MISSION, AND VISION; TO ADOPT AND APPROVE ANY AMENDMENTS, MODIFICATION OR RESTATEMENTS OF THE ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION; TO APPOINT AND REMOVE THE DIRECTORS OF THE CORPORATION, OR THE PRESIDENT/EXECUTIVE DIRECTOR; TO APPOINT AND REMOVE THE CHAIRPERSON OF THE BOARD OF DIRECTORS OF THE CORPORATION; TO APPROVE THE INCURRING OR RENEWING OF ANY INDEBTEDNESS BY THE CORPORATION; TO INITIATE OR APPROVE THE SALE, LEASE, MORTGAGE, TRANSFER, OR ENCUMBRANCE OF REAL PROPERTY OF THE CORPORATION; TO APPROVE ANY MERGER, CONSOLIDATION, ACQUISITION, LIQUIDATION OR DISSOLUTION OF THE CORPORATION; TO APPROVE THE CAPITAL AND OPERATIONAL BUDGETS OF THE CORPORATION AND ANY FINANCIAL REVIEW OF THE BOOKS AND RECORDS OF THE CORPORATION. THE MEMBER HAS THE POWER TO REQUIRE AN AUDIT OR SOME LESSER FINANCIAL REVIEW OF THE BOOKS AS DEEMED NECESSARY BY THE MEMBER; TO APPROVE THE STRATEGIC PLANS OF THE CORPORATION; TO APPROVE ANY GIFT OF PROPERTY (OTHER THAN CASH, MARKETABLE SECURITIES, OR BONDS) TO THE CORPORATION AND THE APPROVAL OF ANY RESTRICTIONS IMPOSED AS A CONDITION OF ACCEPTING SUCH GIFT. THE MEMBER FROM TIME TO TIME MAY BY APPROPRIATE RESOLUTIONS ADOPTED AND APPROVED BY SAID MEMBER DELEGATE ADDITIONAL ACTIONS TO THE BOARD OF DIRECTORS OF THE CORPORATION. CHRISTUS HEALTH 5101 N OCONNOR BLVD IRVING TX 75039 760590551 SUPT HLTH SVC TX 501(C)(3) 10 NA false CHRISTUS SANTA ROSA HLTH CARE CORP 333 N SANTA ROSA STREET SAN ANTONIO TX 78207 741109665 HLTHCARE SVC TX 501(C)(3) 3 CH false SANTA ROSA FAMILY HLTH CENTER 333 N SANTA ROSA STREET SAN ANTONIO TX 78207 742806531 HLTHCARE SVC TX 501(C)(3) 10 CSRHCC true Christus Santa Rosa Medical Center Aux 2827 Babcock Road San Antonio TX 78229 731655493 Supt Hlth Svc TX 501(C)(3) 10 CSRHCC true Santa Rosa General Hospital Auxiliary 333 N Santa Rosa Street San Antonio TX 78207 741278312 Supt Hlth Svc TX 501(C)(3) 3 CSRHCC true CHRISTUS PEDIATRIC PHYSICIAN GROUP 5101 N OCONNOR BLVD IRVING TX 75039 465203505 HLTHCARE SVCS TX 501(C)(3) 3 CH true SPECIALTY PHYSICIANS OF CENTRAL TEXAS 1301 WONDER WORLD DRIVE SAN MARCOS TX 78666 208814408 HLTHCARE SVCS TX 501(C)(3) 3 CSRHCC true NEW BRAUNFELS SURGICAL CENTER LLC 333 N SANTA ROSA ST SAN ANTONIO TX 78207 810571408 HLTHCARE SVC TX CSRHCC false CHRISTUS SANTA ROSA OUTPATIENT SURGERY 333 N SANTA ROSA ST SAN ANTONIO TX 78207 810571409 HLTHCARE SVC TX CSRHCC false CHRISTUS SR AMBULATORY SURGERY CTRS - SA 333 SANTA ROSA SAN ANTONIO TX 78207 412092141 HLTHCARE SVC TX CSRHCC false ALAMO HEIGHTS SURGICAL GP 333 SANTA ROSA SAN ANTONIO TX 78207 462683189 HLTHCARE SVC TX CSRHCC false SAN MARCOS MRI LP 1330 WONDER WORLD DRIVE SAN MARCOS TX 78666 770597972 HLTHCARE SVC TX CSRHCC false CENTRAL TEXAS PROVIDERS NETWORK 1301 WONDER WORLD DRIVE SAN MARCOS TX 78666 742827652 HEALTHCARE SVS TX CTHC C CORP true SAN MARCOS REGIONAL MRI 1301 WONDER WORLD DRIVE SAN MARCOS TX 78666 770597968 HOLDING COMPANY TX CTHC C CORP true CENTRAL TEXAS HEALTHCARE COLLABORATIVE 1301 WONDER WORLD DRIVE SAN MARCOS TX 78666 453739929 SUPPORT TX CSRHCC C CORP true false false false false false false false false false false false false false false false false false false false