Nonprofit · EIN 20-2464129
SHG HEALTHCARE GROUP LTD HEALTH CARE BENEFITS TRUST
Also known as HEALTH CARE BENEFITS TRUST
Tax-exempt · ROCKWALL, TX 75087
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $3,544,497 | $3,446,691 | $97,806 | $1,188,653 | $374,274 | $814,379 |
| May 31, 2024 | 990 | $3,285,809 | $3,113,263 | $172,546 | $981,179 | $264,606 | $716,573 |
| May 31, 2023 | 990 | $3,320,075 | $3,265,185 | $54,890 | $752,642 | $208,615 | $544,027 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,544,497
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,872,452
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $37,991
- Program services (functional)
- $3,446,691
Balance sheet and other
- Total assets, start of year
- $981,179
- Total assets, end of year
- $1,188,653
- Total liabilities, end of year
- $374,274
- Net assets, end of year
- $814,379
- Gross receipts
- $3,544,497
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2005
- State of legal domicile
- TX
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHANE LEWIS | VP/CFO Officer | 1 | $0 | $264,127 | $26,609 |
| DON MILLER | PRESIDENT Officer | 1 | $0 | $181,835 | $26,609 |
| WILLIAM T GREEN | ADMINISTRATOR Highest-paid employee | 1 | $0 | $193,321 | $12,680 |
| PAMELA FITZSIMMONS | DIRECTOR OF CLINICAL REIMB Key employee | 1 | $0 | $198,287 | $4,596 |
| HEATHER M BURCHETT | ADMINISTRATOR Key employee | 1 | $0 | $190,875 | $595 |
| EDWARD BLACK | ASST. DIRECTOR OF OPERATIO Key employee | 1 | $0 | $187,095 | $676 |
| CLAYTON T CHESSER | ADMINISTRATOR Highest-paid employee | 1 | $0 | $173,271 | $12,739 |
| JON LAUKHUF | ADMINISTRATOR Highest-paid employee | 1 | $0 | $172,694 | $13,204 |
| REBECCA MCNEELY | DIRECTOR OF CASE MANAGEMEN Highest-paid employee | 1 | $0 | $182,002 | $1,549 |
| RICHARD MILLER | ADMINISTRATOR Highest-paid employee | 1 | $0 | $169,897 | $12,680 |
| DANIEL MARICK | DIRECTOR OF OPERATIONS Key employee | 1 | $0 | $156,560 | $24,290 |
| JEFF PATEL | IT MANAGER Key employee | 1 | $0 | $174,591 | $3,611 |
| KOLBY CLARK | CHIEF ACCOUNTING OFFICER Key employee | 1 | $0 | $153,877 | $11,923 |
990 for the year ended May 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHANE LEWIS | VP/CFO Officer | 1 | $0 | $232,907 | $25,513 |
| DON MILLER | PRESIDENT Officer | 1 | $0 | $212,198 | $25,513 |
| WILLIAM T GREEN | ADMINISTRATOR Highest-paid employee | 1 | $0 | $187,296 | $12,130 |
| PAMELA FITZSIMMONS | DIRECTOR OF CLINICAL REIMB Key employee | 1 | $0 | $192,757 | $3,395 |
| EDWARD BLACK | ASST. DIRECTOR OF OPERATIO Key employee | 1 | $0 | $186,660 | $628 |
| JEFF PATEL | IT MANAGER Key employee | 1 | $0 | $179,766 | $2,980 |
| REBECCA MCNEELY | DIRECTOR OF CASE MANAGEMEN Highest-paid employee | 1 | $0 | $179,177 | $1,586 |
| DANIEL MARICK | DIRECTOR OF OPERATIONS Key employee | 1 | $0 | $154,949 | $23,095 |
| KOLBY CLARK | CHIEF ACCOUNTING OFFICER Key employee | 1 | $0 | $162,604 | $12,249 |
| HEATHER M BURCHETT | ADMINISTRATOR Key employee | 1 | $0 | $173,225 | $426 |
| CLAYTON T CHESSER | ADMINISTRATOR Highest-paid employee | 1 | $0 | $154,271 | $12,133 |
| JON LAUKHUF | ADMINISTRATOR Highest-paid employee | 1 | $0 | $153,569 | $12,464 |
| RICHARD MILLER | ADMINISTRATOR Highest-paid employee | 1 | $0 | $143,501 | $12,149 |
990 for the year ended May 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHANE LEWIS | VP/CFO Trustee or director | 1 | $0 | $214,039 | $9,206 |
| PAMELA FITZSIMMONS | DIRECTOR OF CLINICAL REIMBURSEMENT Key employee | 0 | $0 | $201,083 | $0 |
| DON MILLER | PRESIDENT Trustee or director | 1 | $0 | $190,540 | $9,206 |
| REBECCA MCNEELY | DIRECTOR OF CASE MANAGEMENT Highest-paid employee | 0 | $0 | $197,458 | $0 |
| WILLIAM T GREEN | ADMINISTRATOR Highest-paid employee | 0 | $0 | $186,314 | $7,911 |
| EDWARD BLACK | ASST. DIRECTOR OF OPERATIONS Key employee | 0 | $0 | $185,047 | $0 |
| HEATHER SIKES | DIR OF CLINICAL SERVICES Highest-paid employee | 0 | $0 | $173,136 | $5,218 |
| KEITH BOATLER | ASST DIR OF OPERATIONS Highest-paid employee | 0 | $0 | $177,150 | $0 |
| RICHARD MILLER | ADMINISTRATOR Highest-paid employee | 0 | $0 | $166,912 | $7,911 |
| JON LAUKHUF | ADMINISTRATOR Highest-paid employee | 0 | $0 | $165,689 | $7,911 |
| GREG NELSON | ASST DIR OF OPERATIONS Highest-paid employee | 0 | $0 | $163,269 | $7,911 |
| GREGORY FULLER | ADMINISTRATOR Highest-paid employee | 0 | $0 | $166,594 | $0 |
| ADOLFO QUIROZ | CONTROLLER Highest-paid employee | 1 | $0 | $166,263 | $0 |
| DANIEL MARICK | DIRECTOR OF OPERATIONS Highest-paid employee | 0 | $0 | $158,361 | $7,410 |
| JEFF PATE | IT MANAGER Highest-paid employee | 0 | $0 | $160,433 | $0 |
| KOLBY CLARK | CHIEF ACCOUNTING OFFICER Highest-paid employee | 0 | $0 | $148,268 | $7,911 |
| KYLE BOST | ADMINISTRATOR Highest-paid employee | 0 | $0 | $137,231 | $7,911 |
Address and contacts
- Address (IRS master file)
- 1309 RIDGE RD STE 300, ROCKWALL, TX 75087-4340
- In care of
- % SHANE LEWIS
- Principal officer (990 for 2024)
- KOLBY CLARK, 1309 RIDGE RD 300, ROCKWALL, TX 75087
- Signed the 990
- KOLBY CLARK, CHIEF ACCOUNTING OFFICER
- Phone
- (972) 303-9000
- Return prepared by
- HM&M ADVISORY LLC
Mission
TO PROVIDE HEALTH INSURANCE BENEFITS TO EMPLOYEES OF FOURSQUARE HEALTHCARE, LTD. AND AFFILIATED COMPANIES AND THEIR DEPENDENTS.
Program accomplishments
- PROVIDED HEALTH INSURANCE BENEFITS, DENTAL INSURANCE BENEFITS AND VISION INSURANCE BENEFITS TO EMPLOYEES OF FOURSQUARE HEALTHCARE, LTD. AND AFFILIATED COMPANIES AND THEIR DEPENDENTS.Expenses $3,446,691
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 20-2464129
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,188,653
- Income (IRS master file)
- $3,544,497
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $3,544,497 | $3,446,691 | $1,188,653 | XML |
| 990 | May 2024 | $3,285,809 | $3,113,263 | $981,179 | XML |
| 990 | May 2023 | $3,320,075 | $3,265,185 | $752,642 | XML |
| 990 | May 2022 | $2,866,947 | $2,847,175 | $774,850 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 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 20-2464129).
Questions about SHG HEALTHCARE GROUP LTD HEALTH CARE BENEFITS TRUST
- What is the EIN of SHG HEALTHCARE GROUP LTD HEALTH CARE BENEFITS TRUST?
- The employer identification number (EIN) of SHG HEALTHCARE GROUP LTD HEALTH CARE BENEFITS TRUST is 20-2464129.
- Is SHG HEALTHCARE GROUP LTD HEALTH CARE BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to SHG HEALTHCARE GROUP LTD HEALTH CARE BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SHG HEALTHCARE GROUP LTD HEALTH CARE BENEFITS TRUST 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 SHG HEALTHCARE GROUP LTD HEALTH CARE BENEFITS TRUST due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHG HEALTHCARE GROUP LTD HEALTH CARE BENEFITS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of SHG HEALTHCARE GROUP LTD HEALTH CARE BENEFITS TRUST?
- The 990 for the year ended May 31, 2025 names KOLBY CLARK.
- Who are the officers and directors of SHG HEALTHCARE GROUP LTD HEALTH CARE BENEFITS TRUST?
- The 990 for the year ended May 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does SHG HEALTHCARE GROUP LTD HEALTH CARE BENEFITS TRUST have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $3,544,497, expenses of $3,446,691 and total assets of $1,188,653 at year end.
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