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Nonprofiteer
← SHANNON CLINIC

Form 990 for tax year 2023

Filed by SHANNON CLINIC.

Totals

Total revenue
$299,877,363
Total expenses
$409,476,213
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$299,759,751
Investment income
$117,612
Other revenue
$0
Total assets, end of year
$71,131,774
Total liabilities, end of year
$72,672,598
Net assets or fund balances, end of year
-$1,540,824
Program services expenses (Part IX)
$379,999,709
Management and general expenses
$29,476,504
Fundraising expenses
$0
Program service expenses (Part III)
$379,999,709

Program services were 92.8% 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.

  • 2a · Program service revenue: Net Patient Service Revenue

    total $261,726,744 · related or exempt $261,726,744

  • 2b · Program service revenue: Lease Income

    total $26,422 · related or exempt $26,422

  • 2c · Program service revenue: Other Operating Revenue

    total $5,490,571 · related or exempt $5,490,571

  • 2d · Program service revenue: Hospital Based Physicians' Assistance

    total $32,516,014 · related or exempt $32,516,014

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $117,612 · excluded $117,612

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $11,861,885 · program services $11,861,885

  • 6 · Compensation of disqualified persons

    total $818,138 · program services $818,138

  • 7 · Other salaries and wages

    total $160,821,623 · program services $154,740,471 · management and general $6,081,152

  • 8 · Pension plan contributions

    total $12,175,855 · program services $10,277,765 · management and general $1,898,090

  • 9 · Other employee benefits

    total $8,597,868 · program services $7,035,557 · management and general $1,562,311

  • 10 · Payroll taxes

    total $6,112,621 · program services $4,339,702 · management and general $1,772,919

  • 11a · Fees: management

    total $113,521,929 · program services $96,493,640 · management and general $17,028,289

  • 11c · Fees: accounting

    total $73,129 · program services $22,298 · management and general $50,831

  • 11g · Fees: other

    total $24,658,441 · program services $24,243,842 · management and general $414,599 · fundraising $0

  • 12 · Advertising and promotion

    total $17,749 · program services $17,749

  • 13 · Office expenses

    total $676,209 · program services $650,201 · management and general $26,008

  • 14 · Information technology

    total $180,952 · program services $153,809 · management and general $27,143

  • 16 · Occupancy

    total $30,563 · program services $25,979 · management and general $4,584

  • 17 · Travel

    total $524,393 · program services $524,393

  • 22 · Depreciation, depletion and amortization

    total $1,199,374 · program services $1,019,468 · management and general $179,906

  • 23 · Insurance

    total $2,207,816 · program services $2,045,526 · management and general $162,290

  • 24a · Other expenses: Bad Debt

    total $40,503,842 · program services $40,503,842

  • 24b · Other expenses: Medical Supplies

    total $22,989,238 · program services $22,989,238

  • 24c · Other expenses: Equipment Expense

    total $693,329 · program services $589,330 · management and general $103,999

  • 24d · Other expenses: Education

    total $548,177 · program services $548,177

  • 24e · All other expenses

    total $1,263,082 · program services $1,098,699 · management and general $164,383 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $18,009,690 · end of year $19,809,819

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $2,071,999 · end of year $2,164,497

  • 8 · Inventories for sale or use

    beginning of year $2,218,090 · end of year $2,101,212

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,288,154 · end of year $1,368,925

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

    $27,380,427

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

    $21,656,526

  • 10c · Land, buildings and equipment, net

    beginning of year $5,073,299 · end of year $5,723,901

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $30,020,725 · end of year $39,963,420

  • 17 · Accounts payable and accrued expenses

    beginning of year $23,663,499 · end of year $26,853,383

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $1,014,800

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $34,898,763 · end of year $44,804,415

  • 27 · Net assets without donor restrictions

    beginning of year $119,695 · end of year -$1,540,824

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

OUR MISSION IS TO BE THE PREMIER HEALTH CARE PROVIDER OF PHYSICIAN SERVICES IN THE COMMUNITIES WE SERVE UTILIZING THE RESOURCES AVAILABLE TO US. WE STRIVE TO PROVIDE THE BEST ACCESS, SERVICE AND MEDICAL MANAGEMENT AVAILABLE TO OUR PATIENTS WHILE SIMULTANEOUSLY PROTECTING THE VIABILITY OF OUR ORGANIZATION AND ITS EMPLOYEES.

Activities or mission (Part I)

FOUNDED ON A LEGACY OF CARING, SHANNON IS A LOCALLY OWNED HEALTHCARE SYSTEM DEDICATED TO PROVIDING EXCEPTIONAL HEALTHCARE FOR OUR FAMILY, FRIENDS, AND NEIGHBORS.

  • PROVIDE HEALTH CARE SERVICES AS A MULTI-SPECIALTY PHYSICIAN CLINIC AT LOCATIONS THROUGHOUT SAN ANGELO AND NEARBY COMMUNITIES REGARDLESS OF ABILITY TO PAY, INCLUDING CALL COVERAGE FOR SHANNON MEDICAL CENTER, AN AFFILIATED NON-PROFIT HOSPITAL. SHANNON CLINIC IS ORGANIZED AND OPERATED TO PROVIDE ACCESS AND CARE FOR RESIDENTS OF ITS SERVICE AREA, INCLUDING MEDICALLY INDIGENT PATIENTS. RECRUITMENT FOR PROVIDERS INCLUDES NEW PHYSICIANS AND MID-LEVEL PROVIDERS TO EXPAND URGENT CARE AND PRIMARY CARE ACCESS TO COMMUNITIES SERVED, AND SPECIALISTS TO ALLOW SHANNON MEDICAL CENTER TO PROVIDE CARE TO ITS PATIENTS REGARDLESS OF ABILITY TO PAY.

    Expenses $379,999,709 · Revenue $299,759,751

As filed on the 2023 return.

Listed in Part VII

  • Lindy Bankes

    PHYSICIAN / BOARD SECRETARY

    Total calculated
    $890,812
    From this org
    $801,501
    From related orgs
    $0
    Other
    $89,311
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $627,011
    Bonus
    $124,347
    Other
    $50,143
    Deferred
    $57,284
    Nontaxable benefits
    $32,027
    Filer's total
    $890,812

  • Rudy Haddad

    PHYSICIAN/CHAIRMAN

    Total calculated
    $2,218,614
    From this org
    $2,106,507
    From related orgs
    $0
    Other
    $112,107
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $816,581
    Bonus
    $1,190,368
    Other
    $99,558
    Deferred
    $76,836
    Nontaxable benefits
    $35,271
    Filer's total
    $2,218,614

  • Andrew T Kingman

    PHYSICIAN/MEDICAL DIRECTOR

    Total calculated
    $1,274,442
    From this org
    $1,144,194
    From related orgs
    $0
    Other
    $130,248
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $740,551
    Bonus
    $349,005
    Other
    $54,638
    Deferred
    $91,132
    Nontaxable benefits
    $39,116
    Filer's total
    $1,274,442

  • Caleb Vosburg

    PHYSICIAN / BOARD DIRECTOR

    Total calculated
    $1,010,599
    From this org
    $938,104
    From related orgs
    $0
    Other
    $72,495
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $532,777
    Bonus
    $321,105
    Other
    $84,222
    Deferred
    $41,420
    Nontaxable benefits
    $31,075
    Filer's total
    $1,010,599

  • David Boswell

    PHYSICIAN/MEDICAL DIRECTOR

    Total calculated
    $636,100
    From this org
    $526,653
    From related orgs
    $0
    Other
    $109,447
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $428,386
    Bonus
    $30,000
    Other
    $68,267
    Deferred
    $71,124
    Nontaxable benefits
    $38,323
    Filer's total
    $636,100

  • Jason Felger

    PHYSICIAN / BOARD DIRECTOR

    Total calculated
    $990,768
    From this org
    $861,230
    From related orgs
    $20,000
    Other
    $109,538
    Hours/week
    40 + 6 related

    Schedule J breakdown matched by us

    Base
    $686,892 + $20,000 related
    Bonus
    $64,800
    Other
    $109,538
    Deferred
    $69,524
    Nontaxable benefits
    $40,014
    Filer's total
    $970,768 + $20,000 related

  • Jenny Wiggins Smith

    PHYSICIAN/MEDICAL DIRECTOR

    Total calculated
    $746,974
    From this org
    $651,551
    From related orgs
    $0
    Other
    $95,423
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $322,997
    Bonus
    $276,594
    Other
    $51,960
    Deferred
    $64,057
    Nontaxable benefits
    $31,366
    Filer's total
    $746,974

  • Joe Mims

    PHYSICIAN/BOARD DIRECTOR

    Total calculated
    $691,891
    From this org
    $606,655
    From related orgs
    $0
    Other
    $85,236
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $334,843
    Bonus
    $198,288
    Other
    $73,524
    Deferred
    $55,108
    Nontaxable benefits
    $30,128
    Filer's total
    $691,891

  • Kelly Koenig

    Physician/Board Director

    Total calculated
    $629,979
    From this org
    $532,086
    From related orgs
    $0
    Other
    $97,893
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $342,974
    Bonus
    $137,953
    Other
    $51,159
    Deferred
    $65,210
    Nontaxable benefits
    $32,683
    Filer's total
    $629,979

  • Norma Schneeman Cerna

    PHYSICIAN / BOARD DIRECTOR

    Total calculated
    $473,984
    From this org
    $388,008
    From related orgs
    $0
    Other
    $85,976
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $282,050
    Bonus
    $88,860
    Other
    $17,098
    Deferred
    $55,844
    Nontaxable benefits
    $30,132
    Filer's total
    $473,984

  • Robert Schultz

    PHYSICIAN/MEDICAL DIRECTOR

    Total calculated
    $640,678
    From this org
    $570,855
    From related orgs
    $0
    Other
    $69,823
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $429,865
    Bonus
    $84,141
    Other
    $56,849
    Deferred
    $69,768
    Nontaxable benefits
    $55
    Filer's total
    $640,678

  • Ross Harper

    PHYSICIAN/BOARD DIRECTOR

    Total calculated
    $1,203,005
    From this org
    $1,102,568
    From related orgs
    $0
    Other
    $100,437
    Hours/week
    40 + 6 related

    Schedule J breakdown matched by us

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

  • Vicki Forlano Halfmann

    PHYSICIAN / BOARD DIRECTOR

    Total calculated
    $474,039
    From this org
    $387,837
    From related orgs
    $0
    Other
    $86,202
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,765
    Bonus
    $123,592
    Other
    $24,480
    Deferred
    $56,692
    Nontaxable benefits
    $29,510
    Filer's total
    $474,039

  • Julian Beseril

    CFO

    Total calculated
    $425,246
    From this org
    $0
    From related orgs
    $365,825
    Other
    $59,421
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,138 related
    Bonus
    $0 + $55,199 related
    Other
    $0 + $35,488 related
    Deferred
    $0 + $38,276 related
    Nontaxable benefits
    $0 + $21,145 related
    Filer's total
    $0 + $425,246 related

  • Kelly Shane Plymell

    PRESIDENT

    Total calculated
    $1,273,121
    From this org
    $0
    From related orgs
    $1,138,305
    Other
    $134,816
    Hours/week
    5 + 39 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

  • Ricardo Villareal

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $617,321
    From this org
    $0
    From related orgs
    $529,737
    Other
    $87,584
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,358 related
    Bonus
    $0 + $81,017 related
    Other
    $0 + $69,362 related
    Deferred
    $0 + $55,371 related
    Nontaxable benefits
    $0 + $32,213 related
    Filer's total
    $0 + $617,321 related

  • Allan Graves

    GENERAL COUNCIL

    Total calculated
    $569,272
    From this org
    $0
    From related orgs
    $471,722
    Other
    $97,550
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $354,286 related
    Bonus
    $0 + $72,882 related
    Other
    $0 + $44,554 related
    Deferred
    $0 + $65,627 related
    Nontaxable benefits
    $0 + $31,923 related
    Filer's total
    $0 + $569,272 related

  • Christopher Haddad

    PHYSICIAN

    Total calculated
    $2,386,631
    From this org
    $2,294,668
    From related orgs
    $0
    Other
    $91,963
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $843,157
    Bonus
    $1,370,961
    Other
    $80,550
    Deferred
    $56,692
    Nontaxable benefits
    $35,271
    Filer's total
    $2,386,631

  • Joseph Hobbs

    PHYSICIAN

    Total calculated
    $1,808,840
    From this org
    $1,698,891
    From related orgs
    $0
    Other
    $109,949
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,095,024
    Bonus
    $549,379
    Other
    $54,488
    Deferred
    $71,124
    Nontaxable benefits
    $38,825
    Filer's total
    $1,808,840

  • Luis Duarte

    PHYSICIAN

    Total calculated
    $4,250,162
    From this org
    $4,153,645
    From related orgs
    $0
    Other
    $96,517
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $2,332,524
    Bonus
    $1,721,137
    Other
    $99,984
    Deferred
    $56,692
    Nontaxable benefits
    $39,825
    Filer's total
    $4,250,162

  • Rajanarender Cheruku

    PHYSICIAN

    Total calculated
    $2,175,118
    From this org
    $2,096,466
    From related orgs
    $0
    Other
    $78,652
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,618,992
    Bonus
    $391,962
    Other
    $85,512
    Deferred
    $59,642
    Nontaxable benefits
    $19,010
    Filer's total
    $2,175,118

  • Steve Ritter

    PHYSICIAN

    Total calculated
    $1,882,501
    From this org
    $1,802,119
    From related orgs
    $0
    Other
    $80,382
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $646,129
    Bonus
    $1,079,111
    Other
    $76,879
    Deferred
    $74,100
    Nontaxable benefits
    $6,282
    Filer's total
    $1,882,501

  • Dr James C Barnett

    FORMER CHIEF MEDICAL OFFICER/PHYSICIAN

    Total calculated
    $290,980
    From this org
    $139,412
    From related orgs
    $101,479
    Other
    $50,089
    Hours/week
    16 + 26 related

    Schedule J breakdown matched by us

    Base
    $19,049 + $101,479 related
    Bonus
    $61,418
    Other
    $58,945
    Deferred
    $0 + $41,414 related
    Nontaxable benefits
    $5,530 + $3,145 related
    Filer's total
    $144,942 + $146,038 related

  • Paul Borgfeld

    FORMER PHYSICIAN/MEDICAL DIRECTOR

    Total calculated
    $140,958
    From this org
    $102,359
    From related orgs
    $0
    Other
    $38,599
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $76,426
    Bonus
    $25,438
    Other
    $495
    Deferred
    $29,280
    Nontaxable benefits
    $9,319
    Filer's total
    $140,958

  • Sarah Jackson Vance

    PHYSICIAN/former CHAIRMAN

    Total calculated
    $532,238
    From this org
    $452,686
    From related orgs
    $0
    Other
    $79,552
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $278,588
    Bonus
    $122,144
    Other
    $51,954
    Deferred
    $61,500
    Nontaxable benefits
    $18,052
    Filer's total
    $532,238

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
SHANNON CLINIC'S (SC) EXECUTIVES ARE CONTRACTED THROUGH SHANNON MEDICAL MANAGEMENT (SMM), A RELATED 501(C)(3) ORGANIZATION. THEREFORE, SC RELIES ON THE METHODS USED BY SMM TO ESTABLISH THE COMPENSATION OF THE EXECUTIVES.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
FIXED CONTRIBUTION - THE PARTICIPANT'S ALLOWANCE PERCENTAGE FOR THE PLAN YEAR MULTIPLIED BY THE PARTICIPANT'S BASE SALARY FOR THE PRECEDING PLAN YEAR. DISCRETIONARY CONTRIBUTION - THE AMOUNT DETERMINED BY THE COMMITTEE, IN ITS SOLE DISCRETION, ON BEHALF OF A PARTICIPANT FOR THE PLAN YEAR BASED UPON CRITERIA ESTABLISHED BY THE COMMITTEE, IN ITS SOLE DISCRETION. THE APPLICABLE PLAN YEAR OF THE DISCRETIONARY CONTRIBUTION SHALL BE PLAN YEAR DURING WHICH IT IS CREDITED TO THE PARTICIPANT'S MUTUAL FUND ACCOUNT PURSUANT TO SECTION 2.1.3.2 OF EXHIBIT A TO THE PLAN. HOWEVER, THE COMMITTEE, IN ITS SOLE DISCRETION, MAY DETERMINE THE AMOUNT OF THE DISCRETIONARY CONTRIBUTION BASED UPON CRITERIA RELATING TO THE PRECEDING PLAN YEAR, AS MEASURED DURING THE FISCAL YEAR OF THE COMPANY ENDING IN SUCH PRECEDING PLAN YEAR. 457(F) DETAIL ------------------------------------------------------------------------------------------------------------ DR. JAMES C. BARNETT W-2 - $57,793 DEFERRED - $40,688 PAYOR - SMC LINDY BANKES W-2 - $49,693 DEFERRED - $57,284 PAYOR - SC PAUL BORGFELD W-2 - $0 DEFERRED - $29,280 PAYOR - SC DAVID BOSWELL W-2 - $45,317 DEFERRED - $71,124 PAYOR - SC NORMA CERNA W-2 - $16,798 DEFERRED - $55,844 PAYOR - SC LUIS DUARTE W-2 - $75,504 DEFERRED - $56,692 PAYOR - SC DR. JASON FELGER W-2 - $109,538 DEFERRED - $69,524 PAYOR - SC CHRISTOPHER HADDAD W-2 - $80,100 DEFERRED - $56,692 PAYOR - SC RUDY HADDAD W-2 - $80,100 DEFERRED - $76,836 PAYOR - SC VICKI FORLANO HALFMANN W-2 - $0 DEFERRED - $56,692 PAYOR - SC DR. ROSS HARPER W-2 - $64,953 DEFERRED - $61,500 PAYOR - SC JOSEPH HOBBS W-2 - $54,038 DEFERRED - $71,124 PAYOR - SC SARAH JACKSON VANCE W-2 - $51,504 DEFERRED - $61,500 PAYOR - SC ANDREW T. KINGMAN W-2 - $54,338 DEFERRED - $91,132 PAYOR - SC KELLY KOENIG W-2 - $50,709 DEFERRED - $65,210 PAYOR - SC JOE MIMS W-2 - $47,214 DEFERRED - $55,108 PAYOR - SC RAJANARENDER CHERUKU W-2 - $61,356 DEFERRED - $59,642 PAYOR - SC STEVE RITTER W-2 - $52,723 DEFERRED - $74,100 PAYOR - SC ROBERT SHULTZ W-2 - $50,669 DEFERRED - $69,768 PAYOR - SC CALEB VOSBURG W-2 - $61,272 DEFERRED - $41,420 PAYOR - SC JENNY WIGGINS-SMITH W-2 - $51,510 DEFERRED - $64,057 PAYOR - SC ALLAN GRAVES W-2 - $44,554 DEFERRED - $52,427 PAYOR - SMC KELLY SHANE PLYMELL W-2 - $79,212 DEFERRED - $89,693 PAYOR - SMC RICARDO VILLARREAL W-2 - $46,592 DEFERRED - $55,371 PAYOR - SMM JULIAN BESERIL W-2 - $34,298 DEFERRED - $38,276 PAYOR - SMM

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Regional Cancer Treatment Center

    Radiotherapy · TX

    Directly controlled by na

Related corporations and trusts

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

  • Legacy Management Services

    C Corporation · Utilities Review · TX

    Directly controlled by na

  • Legacy Health Solutions

    C Corporation · Medical Insurance · TX

    Directly controlled by na

Provenance

Return type
form_990
Tax year
2023
Filed
15 August 2025
IRS schema version
2023v6.0
Source object
202512279349303006

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