2026-08-14T13:46:28+00:00 2025-09-30 440160260 FORVIS MAZARS LLP 2700 POST OAK BLVD STE 1500 HOUSTON TX 77056 990 2024-10-01 752602411 SHANNON HEALTH SYSTEM SHAN 3257476741 120 E HARRIS AVE SAN ANGELO TX 76903 KELLY SHANE PLYMELL OFFICER 2026-08-14 true AMANDA MAYA P01067777 7134994600 2026-08-17 2024 2025-03-06 01:10:19Z KELLY SHANE PLYMELL 120 E HARRIS AVE SAN ANGELO TX 76903 0 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 -2025881 252546 0 0 0 0 894109 787917 1837938 -1935349 2732047 -1147432 0 0 0 0 0 0 0 0 0 3263403 419021 3263403 419021 -531356 -1566453 29441819 30497428 0 0 29441819 30497428 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 0 90532 PROVIDE SUPPORTING SERVICES TO SHANNON MEDICAL CENTER, AN IRC SECTION 501(C)(3) EXEMPT ORGANIZATION. 0 true false 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 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 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 24.0 39.0 X X 0 1159720 155611 LEN MERTZ CHAIRMAN/TRUSTEE 2.0 39.0 X X 0 29952 0 MICHAEL OLIPHANT SECRETARY/TREASURER/TRUSTEE 2.0 6.0 X X 0 65948 0 ORAN BERRY III VICE CHAIRMAN/TRUSTEE 2.0 6.0 X X 0 75867 0 FREDDY L MOORE TRUSTEE 2.0 6.0 X 0 53910 0 JAMES A BOYD JR DIRECTOR 2.0 4.0 X 0 20250 0 JASON FELGER DIRECTOR 2.0 44.0 X 0 909295 134815 JEFFREY MCCORMICK TRUSTEE 2.0 6.0 X 0 53910 0 MARIO CASTILLO DIRECTOR 2.0 4.0 X 0 22317 0 MARTHA VISNEY DIRECTOR 2.0 4.0 X 0 20850 0 MICHAEL TED WEATHERFORD TRUSTEE 2.0 6.0 X 0 70738 0 ROSS HARPER DIRECTOR 2.0 44.0 X 0 1111508 118848 STEVE CECIL TRUSTEE 2.0 6.0 X 0 70809 0 WILL GRIFFIS JR DIRECTOR 2.0 4.0 X 0 22350 0 JOSEPH WOOLDRIDGE VICE PRESIDENT/CFO 1.0 39.0 X 0 589300 112775 0 4276724 522049 0 false true false 0 0 0 0 0 0 0 787917 787917 0 0 0 0 INCOME FROM JOINT VENTURE INVESTMENT 900099 -1935349 90532 -2025881 0 0 0 0 -1935349 -1147432 90532 -2025881 787917 0 0 200000 200000 16548 16548 0 0 0 0 108411 108411 UBI TAXES 94062 94062 0 0 0 0 419021 0 419021 0 28067023 29043880 0 0 0 0 0 0 0 0 0 0 0 0 0 0 352547 340767 0 0 0 0 0 0 1022249 1112781 0 0 0 0 0 29441819 30497428 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 29441819 30497428 0 0 0 0 0 0 0 0 29441819 30497428 29441819 30497428 X -1566453 2622062 X false true 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 584387 -294062 -294062 878449 -2025881 -2025881 -1147432 124959 0 0 124959 294062 294062 419021 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 - -200000 UBI TAX - -94062 SCHEDULE D, PART XI, LINE 4(B) OTHER REVENUES IN FORM 990 NOT IN AUDITED FINANCIAL STATEMENTS K-1 PARTNERSHIP UBI - -2025881 SCHEDULE D, PART XII, LINE 4(B) OTHER EXPENSES IN FORM 990 NOT IN AUDITED FINANCIAL STATEMENTS LEGAL EXPENSE - 200000 UBI TAX - 94062 false true false false false false false false false KELLY SHANE PLYMELL PRESIDENT/CEO 0 880414 0 176179 0 103127 0 110221 0 45390 0 1315331 0 103127 JASON FELGER DIRECTOR 0 722853 0 66647 0 119795 0 95330 0 39485 0 1044110 0 95505 ROSS HARPER DIRECTOR 0 647331 0 381831 0 82346 0 81481 0 37367 0 1230356 0 82046 JOSEPH WOOLDRIDGE VICE PRESIDENT/CFO 0 443983 0 86321 0 58996 0 75155 0 37620 0 702075 0 58996 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 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 DR. ROSS HARPER: W-2 - $ 95,505 DEFERRED - $81,530 PAYOR - SC DR. JASON FELGER: W-2 - $82,046 DEFERRED - $67,681 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 FY25, 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 FY25, 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 - 596181; UNRELATED BUSINESS INCOME FROM K-1 - 2025881; TOTAL - 2622062; 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 SHANNON HEALTH SYSTEM true SHANNON REAL ESTATE SERVICES INC 120 E HARRIS AVE SAN ANGELO TX 76903 270075630 SUPPORT SERVICES TX 501(C)(3) TYPE II SHANNON HEALTH SYSTEM true SHANNON MEDICAL CENTER 120 E HARRIS AVE SAN ANGELO TX 76903 752559845 HEALTHCARE TX 501(C)(3) 3 SHANNON HEALTH SYSTEM true SHANNON CLINIC 120 E HARRIS AVE SAN ANGELO TX 76903 752600873 HEALTHCARE TX 501(C)(3) 10 SHANNON HEALTH SYSTEM true SHANNON BUSINESS SERVICES INC 120 E HARRIS AVE SAN ANGELO TX 76903 432038769 SUPPORT SERVICES TX 501(C)(3) TYPE I SHANNON HEALTH SYSTEM true SHANNON MEDICAL MANAGEMENT 120 E HARRIS AVE SAN ANGELO TX 76903 208367966 SUPPORT SERVICES TX 501(C)(3) TYPE II SHANNON HEALTH SYSTEM true SHANNON MEDICAL CENTER PIONEER FOUNDATION 120 E HARRIS AVE SAN ANGELO TX 76903 352229303 SUPPORT SERVICES TX 501(C)(3) TYPE I SHANNON HEALTH SYSTEM true LEGACY MANAGEMENT SERVICES 2018 PULLIAM ST SAN ANGELO TX 76903 752544450 UTILITIES REVIEW TX NA C CORPORATION 0 0 0 true LEGACY HEALTH SOLUTIONS 2018 PULLIAM ST SAN ANGELO TX 76903 200720762 MEDICAL INSURANCE TX NA C CORPORATION 0 0 0 true false false false false false false false false false false false false false true true false false true true SHANNON MEDICAL CENTER S 596180 FMV TEXAS HEALTHCARE LINEN LLC 1349 NORTH ARNOLD BLVD ABILENE TX 79603 272620846 LAUNDRY TX UNRELATED false 256437 1434588 false 256546 false 0.25000 SHANNON REHABILITATION HOSPITAL 9001 LIBERTY PARKWAY BIRMINGHAM AL 35242 752602411 REHAB HOSPITAL DE UNRELATED false -2491592 -1675803 false -2282427 false 0.49000