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Nonprofit · EIN 62-1808817

HEALTH SERVICES MANAGEMENT INC

Tax-exempt · MURFREESBORO, TN 37128

Financials

$107.1M$115.2M2023$121.3M$111.6M2024
Revenue Expenses · by fiscal year end
Financials of HEALTH SERVICES MANAGEMENT INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$121,311,118$111,569,768$9,741,350$159,018,685$94,768,344$64,250,341
December 31, 2023990$107,136,910$115,225,220-$8,088,310$156,538,498$105,386,479$51,152,019
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$12,393
of which government grants
$475
Program service revenue
$102,017,043
Investment income
$13,650,873
Net rental income
$5,616,487
Net gain from sales of assets
$13,439,792
Other revenue
$5,630,809

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$4,210,772
Other salaries and wages
$43,862,006
Salaries, compensation and benefits (total)
$53,803,277
Professional fundraising fees
$0
Legal fees
$722,481
Accounting fees
$229,447
Occupancy
$13,534,286
Travel
$150,551
Depreciation
$3,753,393
Program services (functional)
$102,030,473
Management and general (functional)
$9,539,295

Balance sheet and other

Total assets, start of year
$156,538,498
Total assets, end of year
$159,018,685
Total liabilities, end of year
$94,768,344
Net assets, end of year
$64,250,341
Land, buildings and equipment
$47,483,659
Net assets without donor restrictions
$64,250,341
Gross receipts
$121,963,810
Employees
3,572
Volunteers
0
Year formed
2000
State of legal domicile
TN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JIM SHATZCEO
Trustee or director, Officer
40$649,418
SCOTT FISHERCFO
Trustee or director, Officer
40$649,418
JOSH WHITECOO
Officer
40$441,133
BRIAN JACKSONCHIEF QUALITY & RISK OFFICER
Officer
40$377,143
ANITA MAMONECHIEF LEGAL & GOVERNANCE OFFICER
Officer
40$285,164
KEVIN BAXTERVP OF OPERATIONS
Highest-paid employee
40$275,367
SAMANTHA ALLENCHIEF NURSING OFFICER
Officer
40$273,915
CLINT WELLSVP, REVENUE CYCLE MANAGEMENT
Highest-paid employee
40$253,282
JERALD ERLANDSONDIRECTOR OF CLIENT SERVICES
Highest-paid employee
40$236,487
SHELBY JACKSONADMINISTRATOR
Highest-paid employee
40$201,637
MARK RICHARDSONCORPORATE DIRECTOR OF COMPLIANCE & A
Highest-paid employee
40$197,308
RANDY SHUCKCHAIRMAN, DIRECTOR
Trustee or director
1$100,500
ROBERT CONROYDIRECTOR
Trustee or director
1$100,500
TIMOTHY PRIDDYDIRECTOR
Trustee or director
1$97,000
990 for the year ended December 31, 2023: 16 people
NameTitleHours / weekCompensation
JIM SHATZCEO
Trustee or director, Officer
40$640,561
SCOTT FISHERCFO
Trustee or director, Officer
40$625,167
JOSH WHITECOO
Officer
40$433,352
BRIAN JACKSONCHIEF QUALITY & RISK OFFICER
Officer
40$324,997
ANITA MAMONECHIEF LEGAL & GOVERNANCE OFFICER
Officer
40$244,618
KEVIN BAXTERVP OF OPERATIONS
Highest-paid employee
40$240,648
CLINT WELLSVP, REVENUE CYCLE MANAGEMENT
Highest-paid employee
40$237,051
SAMANTHA ALLENCHIEF NURSING OFFICER
Officer
40$229,869
JERALD ERLANDSONDIRECTOR OF CLIENT SERVICES
Officer
40$223,737
MARK RICHARDSONCORPORATE DIRECTOR OF COMPLIANCE & AUDIT
Highest-paid employee
40$169,379
SHELBY JACKSONADMINISTRATOR
Highest-paid employee
40$161,878
WILLIAM NEELYCHIEF LEGAL OFFICER (END 02/23)
Officer
40$146,207
RICHARD FLINCHUMREGIONAL NURSE
Highest-paid employee
40$117,548
RANDY SHUCKCHAIRMAN, DIRECTOR
Trustee or director
1$81,000
TIMOTHY PRIDDYDIRECTOR
Trustee or director
1$81,000
ROBERT CONROYDIRECTOR
Trustee or director
1$81,000

Address and contacts

Address (IRS master file)
206 FORTRESS BLVD, MURFREESBORO, TN 37128-5269
In care of
% PRESTON SWEENEY
Principal officer (990 for 2024)
JAMES SHATZ, 206 Fortress Boulevard, Murfreesboro, TN 37128
Signed the 990
JAMES SHATZ, Principal Officer
Phone
(615) 896-1191
Return prepared by
Forvis Mazars LLP

Mission

TO PROVIDE CARE FOR INDIGENT AND ELDERLY INDIVIDUALS IN NURSING HOMES AND ASSISTED LIVING FACILITIES.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE CARE FOR INDIGENT AND ELDERLY INDIVIDUALS IN NURSING HOMES AND ASSISTED LIVING FACILITIES IN INDIANA, TENNESSEE, TEXAS, AND FLORIDA.
    Expenses $102,030,473 · revenue $107,647,852

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
62-1808817
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2000
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E91)
Assets (IRS master file)
$159,018,685
Income (IRS master file)
$121,963,810

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$121,311,118$111,569,768$159,018,685XML
990December 2023$107,136,910$115,225,220$156,538,498XML
990December 2022$131,148,848$143,947,425$180,141,587IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 62-1808817).

Questions about HEALTH SERVICES MANAGEMENT INC

What is the EIN of HEALTH SERVICES MANAGEMENT INC?
The employer identification number (EIN) of HEALTH SERVICES MANAGEMENT INC is 62-1808817.
Is HEALTH SERVICES MANAGEMENT INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to HEALTH SERVICES MANAGEMENT INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HEALTH SERVICES MANAGEMENT INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of HEALTH SERVICES MANAGEMENT INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HEALTH SERVICES MANAGEMENT INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of HEALTH SERVICES MANAGEMENT INC?
The 990 for the year ended December 31, 2024 names JAMES SHATZ.
Who are the officers and directors of HEALTH SERVICES MANAGEMENT INC?
The 990 for the year ended December 31, 2024 lists 14 people; 14 received compensation from the organization, the highest $649,418 (JIM SHATZ, CEO).
How much revenue does HEALTH SERVICES MANAGEMENT INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $121,311,118, expenses of $111,569,768 and total assets of $159,018,685 at year end.

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