Totals
- Total revenue
- $14,838,027
- Total expenses
- $9,524,576
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $14,838,027
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $152,089,000
- Total liabilities, end of year
- $184,641
- Net assets or fund balances, end of year
- $151,904,359
- Program services expenses (Part IX)
- $9,524,576
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $9,524,576
Program services were 100.0% 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: PROGRAM RENT
total $14,838,027 · related or exempt $14,838,027
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $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.
-
11g · Fees: other
total $180,069 · program services $180,069 · management and general $0 · fundraising $0
-
16 · Occupancy
total $2,333,777 · program services $2,333,777
-
22 · Depreciation, depletion and amortization
total $7,008,345 · program services $7,008,345
-
24a · Other expenses: SUPPLIES
total $1,368 · program services $1,368
-
24b · Other expenses: MINOR EQUIPMENT
total $1,017 · program services $1,017
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
4 · Accounts receivable
beginning of year $171,549 · end of year $133,131
-
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
-
10a · Land, buildings and equipment: cost or other basis
$201,831,279
-
10b · Land, buildings and equipment: accumulated depreciation
$49,875,410
-
10c · Land, buildings and equipment, net
beginning of year $156,037,817 · end of year $151,955,869
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $11,851 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $93,626 · end of year $184,641
-
19 · Deferred revenue
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
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $156,127,591 · end of year $151,904,359
Mission and programs · 2024
Mission
OUR MISSION, IN FULFILLING OUR LEGACY, IS TO CREATE AN ENVIRONMENT COMMITTED TO THE VALUES OF ACCOUNTABILITY, SERVICE, PRIDE, INTEGRITY, RESPECT, AND EXCELLENCE. WE WILL FOSTER GROWTH TOWARD THE HIGHEST QUALITY OF CARE AND CUSTOMER SERVICE AND WILL STRIVE FOR EFFICIENT FINANCIAL PERFORMANCE. WE WILL HIRE AND DEVELOP THE BEST PEOPLE TO ACCOMPLISH THE TASKS.
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.
-
THE ORGANIZATION HOUSES ALL REAL ESTATE THAT SUPPORTS SHANNON MEDICAL CENTER, AN IRC SECTION 501(C)(3) ORGANIZATION.
Expenses $9,524,576 · Revenue $14,838,027
As filed on the 2024 return.
Listed in Part VII
-
Kelly Shane PlymellKELLY SHANE PLYMELL
PRESIDENT/CEO
- Total calculated
- $1,315,331
- From this org
- $0
- From related orgs
- $1,159,720
- Other
- $155,611
- Hours/week
- 2 + 61 related
Schedule J breakdown matched by us
- Base
- $0 + $880,414 related
- Bonus
- $0 + $176,179 related
- Other
- $0 + $103,127 related
- Deferred
- $0 + $110,221 related
- Nontaxable benefits
- $0 + $45,390 related
- Filer's total
- $0 + $1,315,331 related
-
Len MertzLEN MERTZ
CHAIRMAN/TRUSTEE
- Total calculated
- $29,952
- From this org
- $0
- From related orgs
- $29,952
- Other
- $0
- Hours/week
- 1 + 40 related
-
Michael OliphantMICHAEL OLIPHANT
SECRETARY/TREASURER/TRUSTEE
- Total calculated
- $65,948
- From this org
- $0
- From related orgs
- $65,948
- Other
- $0
- Hours/week
- 1 + 7 related
-
Oran Berry IIIORAN BERRY III
VICE CHAIRMAN/TRUSTEE
- Total calculated
- $75,867
- From this org
- $0
- From related orgs
- $75,867
- Other
- $0
- Hours/week
- 1 + 7 related
-
Freddy L MooreFREDDY L MOORE
TRUSTEE
- Total calculated
- $53,910
- From this org
- $0
- From related orgs
- $53,910
- Other
- $0
- Hours/week
- 1 + 7 related
-
James A Boyd JrJAMES A BOYD JR
DIRECTOR
- Total calculated
- $20,250
- From this org
- $0
- From related orgs
- $20,250
- Other
- $0
- Hours/week
- 1 + 5 related
-
Jason FelgerJASON FELGER
DIRECTOR
- Total calculated
- $1,044,110
- From this org
- $0
- From related orgs
- $909,295
- Other
- $134,815
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $722,853 related
- Bonus
- $0 + $66,647 related
- Other
- $0 + $119,795 related
- Deferred
- $0 + $95,330 related
- Nontaxable benefits
- $0 + $39,485 related
- Filer's total
- $0 + $1,044,110 related
-
Jeffrey McCormickJEFFREY MCCORMICK
TRUSTEE
- Total calculated
- $53,910
- From this org
- $0
- From related orgs
- $53,910
- Other
- $0
- Hours/week
- 1 + 7 related
-
Mario CastilloMARIO CASTILLO
DIRECTOR
- Total calculated
- $22,317
- From this org
- $0
- From related orgs
- $22,317
- Other
- $0
- Hours/week
- 1 + 5 related
-
Martha VisneyMARTHA VISNEY
DIRECTOR
- Total calculated
- $20,850
- From this org
- $0
- From related orgs
- $20,850
- Other
- $0
- Hours/week
- 1 + 5 related
-
Michael Ted WeatherfordMICHAEL TED WEATHERFORD
TRUSTEE
- Total calculated
- $70,738
- From this org
- $0
- From related orgs
- $70,738
- Other
- $0
- Hours/week
- 1 + 7 related
-
Ross HarperROSS HARPER
DIRECTOR
- Total calculated
- $1,230,356
- From this org
- $0
- From related orgs
- $1,111,508
- Other
- $118,848
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $647,331 related
- Bonus
- $0 + $381,831 related
- Other
- $0 + $82,346 related
- Deferred
- $0 + $81,481 related
- Nontaxable benefits
- $0 + $37,367 related
- Filer's total
- $0 + $1,230,356 related
-
Steve CecilSTEVE CECIL
TRUSTEE
- Total calculated
- $70,809
- From this org
- $0
- From related orgs
- $70,809
- Other
- $0
- Hours/week
- 1 + 7 related
-
Will Griffis JrWILL GRIFFIS JR
DIRECTOR
- Total calculated
- $22,350
- From this org
- $0
- From related orgs
- $22,350
- Other
- $0
- Hours/week
- 1 + 5 related
-
Dr Michael WoodDR MICHAEL WOOD
VICE PRESIDENT/CMO
- Total calculated
- $742,514
- From this org
- $0
- From related orgs
- $633,307
- Other
- $109,207
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $477,286 related
- Bonus
- $0 + $97,249 related
- Other
- $0 + $58,772 related
- Deferred
- $0 + $78,336 related
- Nontaxable benefits
- $0 + $30,871 related
- Filer's total
- $0 + $742,514 related
-
Joseph WooldridgeJOSEPH WOOLDRIDGE
VICE PRESIDENT/CFO
- Total calculated
- $702,075
- From this org
- $0
- From related orgs
- $589,300
- Other
- $112,775
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $443,983 related
- Bonus
- $0 + $86,321 related
- Other
- $0 + $58,996 related
- Deferred
- $0 + $75,155 related
- Nontaxable benefits
- $0 + $37,620 related
- Filer's total
- $0 + $702,075 related
-
Pamela J BradshawPAMELA J BRADSHAW
VICE PRESIDENT/COO
- Total calculated
- $677,531
- From this org
- $0
- From related orgs
- $562,253
- Other
- $115,278
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $416,545 related
- Bonus
- $0 + $81,793 related
- Other
- $0 + $63,915 related
- Deferred
- $0 + $73,388 related
- Nontaxable benefits
- $0 + $41,890 related
- Filer's total
- $0 + $677,531 related
-
Dr James C BarnettDR JAMES C BARNETT
VICE PRESIDENT/CMO
- Total calculated
- $144,227
- From this org
- $0
- From related orgs
- $141,608
- Other
- $2,619
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $12,000 related
- Bonus
- $0 + $75,314 related
- Other
- $0 + $54,294 related
- Deferred
- $0 + $2,619 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $144,227 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 OUT OF THE RELATED ORGANIZATION, SHANNON MEDICAL CENTER, 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
- THE NONQUALIFIED RETIREMENT PLAN PROVIDES FOR TWO TYPES OF EMPLOYER CONTRIBUTIONS: FIXED CONTRIBUTIONS AND DISCRETIONARY CONTRIBUTIONS. CONTRIBUTIONS ARE DETERMINED BY THE COMPENSATION COMMITTEE. FIXED CONTRIBUTIONS: FIXED CONTRIBUTIONS ARE DETERMINED BY MULTIPLYING A PARTICIPANT'S DESIGNATED CONTRIBUTION PERCENTAGE FOR THE PLAN YEAR BY THE PARTICIPANT'S BASE SALARY FOR THE PRECEDING PLAN YEAR. DISCRETIONARY CONTRIBUTIONS: DISCRETIONARY CONTRIBUTIONS ARE DETERMINED BY THE COMMITTEE IN ITS SOLE DISCRETION ON BEHALF OF ELIGIBLE PARTICIPANTS. THE AMOUNT OF ANY DISCRETIONARY CONTRIBUTION IS BASED ON CRITERIA ESTABLISHED BY THE COMMITTEE AND IS CREDITED DURING THE APPLICABLE PLAN YEAR. IN DETERMINING DISCRETIONARY CONTRIBUTIONS, THE COMMITTEE MAY CONSIDER PERFORMANCE AND OTHER CRITERIA RELATING TO THE PRECEDING PLAN YEAR, AS MEASURED DURING THE COMPANY'S FISCAL YEAR ENDING IN THAT PRECEDING PLAN YEAR. 457(F) DETAIL ------------------------------------------------------------------------------------------------ KELLY SHANE PLYMELL: W-2 - $103,127 DEFERRED - $96,421 PAYOR - SMC JOSEPH WOOLDRIDGE: W-2 - $58,996 DEFERRED COMP - $61,355 PAYOR - SMC PAMELA BRADSHAW: W-2 - $63,915 DEFERRED COMP - $59,588 PAYOR - SMC DR. JASON FELGER: W-2 - $95,505 DEFERRED - $81,530 PAYOR - SC DR. ROSS HARPER: W-2 - $82,046 DEFERRED - $67,681 PAYOR - SC MICHAEL WOOD: W-2 - $58,772 DEFERRED COMP - $64,536 PAYOR - SMC DR. JAMES C. BARNETT: W-2 - $0 DEFERRED - $0 PAYOR - SMC
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.
-
TRUSTEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL
501(C)(3) · TRUST · TX
Directly controlled by NA
-
SHANNON RURAL HEALTH CLINICS INC
501(C)(3) · HEALTHCARE · TX · controlled entity
Directly controlled by SHANNON HEALTH SYSTEM
-
501(C)(3) · SUPPORT SERVICES · TX
Directly controlled by TRUSTEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL
-
501(C)(3) · HEALTHCARE · TX · controlled entity
Directly controlled by SHANNON HEALTH SYSTEM
-
501(C)(3) · HEALTHCARE · TX · controlled entity
Directly controlled by SHANNON HEALTH SYSTEM
-
501(C)(3) · SUPPORT SERVICES · TX · controlled entity
Directly controlled by SHANNON HEALTH SYSTEM
-
501(C)(3) · SUPPORT SERVICES · TX · controlled entity
Directly controlled by SHANNON HEALTH SYSTEM
-
SHANNON MEDICAL CENTER PIONEER FOUNDATION
501(C)(3) · SUPPORT SERVICES · TX · controlled entity
Directly controlled by SHANNON HEALTH SYSTEM
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 · MGMNT · TX · 0% owned · share of income $0 · share of assets $0
Directly controlled by NA
-
LEGACY HEALTH SOLUTIONS
C CORPORATION · MEDICAL INSURANCE · TX · 0% owned · share of income $0 · share of assets $0
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 August 2026
- IRS schema version
- 2024v5.1
- Source object
- 202632269349302643
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.