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Nonprofiteer
← SHANNON HEALTH SYSTEM

Form 990 for tax year 2023

Filed by SHANNON HEALTH SYSTEM.

Totals

Total revenue
$2,732,047
Total expenses
$3,263,403
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$894,109
Other revenue
$1,837,938
Total assets, end of year
$29,441,819
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$29,441,819
Program services expenses (Part IX)
$2,941,907
Management and general expenses
$321,496
Fundraising expenses
$0
Program service expenses (Part III)
$2,941,907

Program services were 90.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $894,109 · excluded $894,109

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: INCOME FROM JOINT VENTURE INVESTMENT

    total $1,837,938 · unrelated business $1,837,938

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $1,837,938

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $199,997 · management and general $199,997

  • 11c · Fees: accounting

    total $12,256 · management and general $12,256

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $109,243 · management and general $109,243

  • 24a · Other expenses: Loss from JOINT VENTURE Investment

    total $2,941,907 · program services $2,941,907

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $17,642,030 · end of year $28,067,023

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $353,162 · end of year $352,547

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 12 · Investments: other securities

    beginning of year $964,156 · end of year $1,022,249

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $18,959,348 · end of year $29,441,819

Mission and programs · 2023

Mission

THE MISSION OF SHANNON HEALTH SYSTEM IS TO IMPROVE THE HEALTH & WELLNESS OF THE PEOPLE OF ITS COMMUNITIES BASED ON IDENTIFIED NEEDS & WITHIN OUR RESOURCES TO PROVIDE THE BROADEST ACCESS TO OUR SERVICES.

Activities or mission (Part I)

SHANNON HEALTH SYSTEM IMPROVES THE HEALTH & WELLNESS OF THE PEOPLE OF ITS COMMUNITIES BASED ON IDENTIFIED NEEDS & WITHIN OUR RESOURCES TO PROVIDE THE BROADEST ACCESS TO OUR SERVICES.

  • PROVIDE SUPPORTING SERVICES TO SHANNON MEDICAL CENTER, AN IRC SECTION 501(C)(3) EXEMPT ORGANIZATION.

    Expenses $2,941,907

As filed on the 2023 return.

Listed in Part VII

  • Kelly Shane Plymell

    President/CEO

    Total calculated
    $1,273,121
    From this org
    $0
    From related orgs
    $1,138,305
    Other
    $134,816
    Hours/week
    10 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $822,981 related
    Bonus
    $0 + $236,112 related
    Other
    $0 + $79,212 related
    Deferred
    $0 + $102,893 related
    Nontaxable benefits
    $0 + $31,923 related
    Filer's total
    $0 + $1,273,121 related

  • Len Mertz

    Chairman/Trustee

    Total calculated
    $22,259
    From this org
    $0
    From related orgs
    $22,259
    Other
    $0
    Hours/week
    2 + 38 related

  • Michael Oliphant

    Secretary/Treasurer/Trustee

    Total calculated
    $72,577
    From this org
    $0
    From related orgs
    $72,577
    Other
    $0
    Hours/week
    2 + 6 related

  • Oran Berry III

    Vice Chairman/Trustee

    Total calculated
    $72,647
    From this org
    $0
    From related orgs
    $72,647
    Other
    $0
    Hours/week
    2 + 6 related

  • Freddy L Moore

    Trustee

    Total calculated
    $54,400
    From this org
    $0
    From related orgs
    $54,400
    Other
    $0
    Hours/week
    2 + 6 related

  • James A Boyd Jr

    director

    Total calculated
    $21,100
    From this org
    $0
    From related orgs
    $21,100
    Other
    $0
    Hours/week
    2 + 4 related

  • Jason Felger

    director

    Total calculated
    $990,768
    From this org
    $0
    From related orgs
    $881,230
    Other
    $109,538
    Hours/week
    2 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $706,892 related
    Bonus
    $0 + $64,800 related
    Other
    $0 + $109,538 related
    Deferred
    $0 + $69,524 related
    Nontaxable benefits
    $0 + $40,014 related
    Filer's total
    $0 + $990,768 related

  • Jeffrey McCormick

    Trustee

    Total calculated
    $54,400
    From this org
    $0
    From related orgs
    $54,400
    Other
    $0
    Hours/week
    2 + 6 related

  • Mario Castillo

    director

    Total calculated
    $18,600
    From this org
    $0
    From related orgs
    $18,600
    Other
    $0
    Hours/week
    2 + 4 related

  • Martha Visney

    director

    Total calculated
    $20,850
    From this org
    $0
    From related orgs
    $20,850
    Other
    $0
    Hours/week
    2 + 4 related

  • Michael Ted Weatherford

    Trustee

    Total calculated
    $70,236
    From this org
    $0
    From related orgs
    $70,236
    Other
    $0
    Hours/week
    2 + 6 related

  • Ross Harper

    director

    Total calculated
    $1,203,005
    From this org
    $0
    From related orgs
    $1,102,568
    Other
    $100,437
    Hours/week
    2 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $646,808 related
    Bonus
    $0 + $390,507 related
    Other
    $0 + $65,253 related
    Deferred
    $0 + $61,500 related
    Nontaxable benefits
    $0 + $38,937 related
    Filer's total
    $0 + $1,203,005 related

  • Steve Cecil

    Trustee

    Total calculated
    $71,931
    From this org
    $0
    From related orgs
    $71,931
    Other
    $0
    Hours/week
    2 + 6 related

  • Will Griffis Jr

    director

    Total calculated
    $22,100
    From this org
    $0
    From related orgs
    $22,100
    Other
    $0
    Hours/week
    2 + 4 related

  • Joseph Wooldridge

    Vice President/CFO

    Total calculated
    $607,294
    From this org
    $0
    From related orgs
    $507,643
    Other
    $99,651
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $385,771 related
    Bonus
    $0 + $78,593 related
    Other
    $0 + $43,279 related
    Deferred
    $0 + $67,728 related
    Nontaxable benefits
    $0 + $31,923 related
    Filer's total
    $0 + $607,294 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE COMPENSATION OF THE CEO IS DETERMINED AND PAID BY, SHANNON MEDICAL CENTER, A RELATED ORGANIZATION USING THE FOLLOWING METHODS: - COMPENSATION SURVEY OR STUDY - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
457(F) DETAIL --------------------------------------------------------------------------------------------------------------------- KELLY SHANE PLYMELL: W-2 - $79,212 DEFERRED - $89,693 PAYOR - SMC JOSEPH WOOLDRIDGE: W-2 - $43,279 DEFERRED COMP - $54,528 PAYOR - SMC DR. ROSS HARPER: W-2 - $64,953 DEFERRED - $61,500 PAYOR - SC DR. JASON FELGER: W-2 - $109,538 DEFERRED - $69,524 PAYOR - SC

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Legacy Management Services

    C Corporation · Utilities Review · TX · controlled entity

    Directly controlled by na

  • Legacy Health Solutions

    C Corporation · Medical Insurance · TX · controlled entity

    Directly controlled by na

Provenance

Return type
form_990
Tax year
2023
Filed
15 August 2025
IRS schema version
2023v6.0
Source object
202542279349302874

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