2025-08-15T13:29:51+00:00 2024-09-30 440160260 Forvis Mazars LLP 2700 Post Oak Blvd Ste 1500 Houston TX 77056 990 2023-10-01 752602411 Shannon Health System SHAN 3257476741 120 E Harris Ave San Angelo TX 76903 Shane Plymell OFFICER 2025-08-15 true true Amanda Maya P01067777 7134994600 2025-08-15 2023 2025-03-06 01:10:19Z Shane Plymell 120 E Harris Ave San Angelo TX 76903 2732047 false X SHANNONHEALTH.COM X 1995 TX 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. 14 11 0 0 1837938 353666 0 0 0 0 212600 894109 119174 1837938 331774 2732047 0 0 0 0 0 0 0 0 0 314781 3263403 314781 3263403 16993 -531356 18959348 29441819 0 0 18959348 29441819 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. false false 2941907 0 PROVIDE SUPPORTING SERVICES TO SHANNON MEDICAL CENTER, AN IRC SECTION 501(C)(3) EXEMPT ORGANIZATION. 2941907 true false false false false false false false false false false false false false false false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false true true X 0 0 0 true true false false false false false false false false false false false X 14 11 false false false false true true true true true false false true true true true true true true true true false X Joseph Wooldridge 3257476741 120 E Harris Ave San Angelo TX 76903 Kelly Shane Plymell President/CEO 10.0 34.0 X X 0 1138305 134816 Len Mertz Chairman/Trustee 2.0 38.0 X X 0 22259 0 Michael Oliphant Secretary/Treasurer/Trustee 2.0 6.0 X X 0 72577 0 Oran Berry III Vice Chairman/Trustee 2.0 6.0 X X 0 72647 0 Freddy L Moore Trustee 2.0 6.0 X 0 54400 0 James A Boyd Jr director 2.0 4.0 X 0 21100 0 JASON FELGER director 2.0 44.0 X 0 881230 109538 Jeffrey McCormick Trustee 2.0 6.0 X 0 54400 0 Mario Castillo director 2.0 4.0 X 0 18600 0 Martha Visney director 2.0 4.0 X 0 20850 0 Michael Ted Weatherford Trustee 2.0 6.0 X 0 70236 0 ROSS HARPER director 2.0 44.0 X 0 1102568 100437 Steve Cecil Trustee 2.0 6.0 X 0 71931 0 Will Griffis Jr director 2.0 4.0 X 0 22100 0 Joseph Wooldridge Vice President/CFO 1.0 39.0 X 0 507643 99651 0 4130846 444442 0 false true false 0 0 0 0 0 0 0 894109 894109 0 0 0 0 INCOME FROM JOINT VENTURE INVESTMENT 900099 1837938 1837938 0 0 0 0 1837938 2732047 0 1837938 894109 199997 199997 12256 12256 0 0 0 0 109243 109243 Loss from JOINT VENTURE Investment 2941907 2941907 0 0 0 0 3263403 2941907 321496 0 17642030 28067023 0 0 0 353162 352547 0 0 0 964156 1022249 0 0 0 18959348 29441819 0 0 0 0 0 X 18959348 29441819 18959348 29441819 18959348 29441819 X -531356 11013827 X false true X true false X X 1 Shannon Medical center 752559845 3 true 0 0 1 0 0 true false false false false false false false false false false false false false false true -2247795 -3141904 -3141904 894109 1837938 1837938 2732047 121499 0 0 121499 3141904 3141904 3263403 Schedule D, Part X, Line 2 ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 LEGAL EXPENSE - -199997 LOSS FROM JOINT VENTURE INVESTMENT - -2941907 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements K-1 PARTNERSHIP UBI - 1837938 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements LEGAL EXPENSE - 199997 LOSS FROM JOINT VENTURE INVESTMENT - 2941907 false true false false false false false false false Kelly Shane Plymell President/CEO 0 822981 0 236112 0 79212 0 102893 0 31923 0 1273121 0 79212 JASON FELGER director 0 706892 0 64800 0 109538 0 69524 0 40014 0 990768 0 109538 ROSS HARPER director 0 646808 0 390507 0 65253 0 61500 0 38937 0 1203005 0 64953 Joseph Wooldridge Vice President/CFO 0 385771 0 78593 0 43279 0 67728 0 31923 0 607294 0 43279 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 Form 990, Part V, Line 1a FORM 1099 FILINGS ALL FORM 1099 FILINGS FOR THE SYSTEM ARE ISSUED OUT OF SHANNON MEDICAL CENTER, A RELATED ORGANIZATION. Form 990, Part VI, Line 6 Classes of members or stockholders TRUSTEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL IS THE SOLE MEMBER OF THE CORPORATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE BOARD OF DIRECTORS SHALL CONSIST OF THE BOARD MEMBERS OF THE TRUSTEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders APPROVAL OF THE SOLE MEMBER, TRUSTEES OF SHANNON WEST TEXAS MEMORIAL HOSPITAL, IS REQUIRED FOR BUDGETS, LARGE FINANCIAL EXPENDITURES THAT DEVIATE FROM BUDGET, SALE OF PROPERTY, MERGER, ACQUISITION, OR CONSOLIDATION, BORROWING OF MONEY, SEEKING OR GIVING GRANTS, SETTLEMENT OF CLAIMS OR LITIGATION, AMENDMENT OF BYLAWS, AND CONTRACTS IN WHICH THE CORPORATION ASSUMES FINANCIAL RISK. Form 990, Part VI, Line 11b Review of form 990 by governing body THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE THE FORM 990. ONCE PREPARED, THE FORM IS REVIEWED BY THE ORGANIZATION'S INTERNAL ACCOUNTANTS PRIOR TO FILING. A COPY WILL BE MADE AVAILABLE TO THE FINANCE COMMITTEE AND BOARD BEFORE FILING. Form 990, Part VI, Line 12c Conflict of interest policy EACH TRUSTEE IS AWARE OF THE CONFLICT OF INTEREST POLICY AND ITS REQUIREMENTS. DURING THE YEAR, TRUSTEES EXCUSE THEMSELVES FROM VOTING ON ISSUES THAT THEY FEEL MAY BE A CONFLICT OF INTEREST. EACH YEAR THE TRUSTEES' BUSINESS AND NONBUSINESS RELATIONSHIPS THAT MAY REQUIRE CONFLICT OF INTEREST NOTIFICATIONS OR PROCEDURES ARE DISCUSSED AND DISCLOSED. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL IS DETERMINED AND PAID BY, SHANNON MEDICAL CENTER, A RELATED ORGANIZATION. GALLAGHER COMPLETED AN EXECUTIVE COMPENSATION STUDY IN OCTOBER 2022, AND IT COVERED ALL EXECUTIVE SALARIES. EXECUTIVE COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES' OPERATIONS COMMITTEE, WHICH CONSULTS COMPARABILITY DATA AND KEEPS CONTEMPORANEOUS RECORDS OF ITS DECISIONS. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL IS DETERMINED AND PAID BY, SHANNON MEDICAL CENTER, A RELATED ORGANIZATION. GALLAGHER COMPLETED AN EXECUTIVE COMPENSATION STUDY IN OCTOBER 2022, AND IT COVERED ALL EXECUTIVE SALARIES. EXECUTIVE COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES' OPERATIONS COMMITTEE, WHICH CONSULTS COMPARABILITY DATA AND KEEPS CONTEMPORANEOUS RECORDS OF ITS DECISIONS. Form 990, Part VI, Line 19 Required documents available to the public COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFERS TO/FROM AFFILIATE - 12851765; unrelated business income from K-1 - -1837938; TrusteeS Shannon West Texas Hospital PO Box 49 San Angelo TX 76902 750800679 Trust TX 501(c)(3) Type II NA false Shannon Rural Health Clinics Inc 120 E Harris Ave San Angelo TX 76903 752940211 Healthcare TX 501(c)(3) Type III-FI SHS true Shannon Real Estate Services INC 120 E Harris Ave San Angelo TX 76903 270075630 Support Services TX 501(c)(3) Type II SHS true Shannon Medical Center 120 E Harris Ave San Angelo TX 76903 752559845 Healthcare TX 501(c)(3) 3 na true Shannon Clinic 120 E Harris Ave San Angelo TX 76903 752600873 Healthcare TX 501(c)(3) 10 SHS true Shannon Business Services INC 120 E Harris Ave San Angelo TX 76903 432038769 Support Services TX 501(c)(3) Type I SHS true Shannon Medical Management 120 E Harris Ave San Angelo TX 76903 208367966 Support Services TX 501(c)(3) Type II SHS true Shannon Medical Center Pioneer Fdn 120 E Harris Ave San Angelo TX 76903 352229303 Support Services TX 501(c)(3) Type I SHS true Legacy Management Services 2018 Pulliam St San Angelo TX 76903 752544450 Utilities Review TX na C Corporation true Legacy Health Solutions 2018 PUlliam St San Angelo TX 76903 200720762 Medical Insurance TX na C Corporation true false false false false false false false false false false false false false true true false false true true SHANNON MEDICAL CENTER S 12272504 FMV SHANNON CLINIC S 579261 FMV TEXAS HEALTHCARE LINEN LLC 1349 NORTH ARNOLD BLVD ABILENE TX 79603 272620846 LAUNDRY TX Unrelated false 70638 1178151 false 140562 false 0.25 SHANNON REHABILITATION HOSPITAL 9001 LIBERTY PARKWAY BIRMINGHAM AL 35242 752602411 REHAB HOSPITAL DE Unrelated false 1684481 -2134261 false 1697376 false 0.49