Nonprofit · EIN 74-3001674
LONE STAR CIRCLE OF CARE
Tax-exempt · GEORGETOWN, TX 78628
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990 | $92,218,359 | $101,633,624 | -$9,415,265 | $80,347,274 | $31,429,731 | $48,917,543 |
| November 30, 2023 | 990 | $104,990,053 | $96,623,832 | $8,366,221 | $82,228,765 | $24,814,158 | $57,414,607 |
Financial details: 990 for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $28,746,055
- of which government grants
- $12,015,660
- Program service revenue
- $62,519,816
- Investment income
- $912,667
- Net rental income
- $39,821
- Net gain from sales of assets
- $24,765
- Other revenue
- $39,821
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,977,212
- Other salaries and wages
- $52,834,660
- Salaries, compensation and benefits (total)
- $66,241,317
- Professional fundraising fees
- $0
- Legal fees
- $71,304
- Accounting fees
- $163,028
- Occupancy
- $7,285,569
- Travel
- $339,686
- Depreciation
- $3,046,880
- Program services (functional)
- $87,897,563
- Management and general (functional)
- $11,114,003
- Fundraising (functional)
- $2,622,058
Balance sheet and other
- Total assets, start of year
- $82,228,765
- Total assets, end of year
- $80,347,274
- Total liabilities, end of year
- $31,429,731
- Net assets, end of year
- $48,917,543
- Land, buildings and equipment
- $22,830,935
- Publicly traded securities
- $6,059,046
- Net assets without donor restrictions
- $39,115,058
- Net assets with donor restrictions
- $9,802,485
- Gross receipts
- $92,588,413
- Employees
- 1,003
- Volunteers
- 113
- Year formed
- 2001
- 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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JONATHAN CALVIN FACHE CPA CMA | CHIEF EXECUTIVE OFFICER Officer | 55 | $541,350 | $22,501 |
| KATHLEEN V BUTLER MD MBA CMQ CPH | CHIEF MED OFFICER/CHIEF QUAL OFFICER Key employee | 55 | $426,321 | $17,360 |
| BETH THAI MD | MD - OB/GYN Highest-paid employee | 40 | $432,065 | $8,637 |
| ANDREW MAHAFFEY MD | VP OF OB/GYN SERVICES Highest-paid employee | 40 | $420,070 | $19,215 |
| RACHEL PANTOJA MD | MD - OB/GYN Highest-paid employee | 40 | $415,232 | $15,668 |
| HELIO ZAPATA MD | MD - OB/GYN Highest-paid employee | 40 | $385,479 | $21,264 |
| SHAYLA MATTHEWS-JACKSON MD | MD - OB/GYN Highest-paid employee | 40 | $348,986 | $21,264 |
| TILLERY STOUT JD | CHIEF ADMIN OFFICER & GEN COUNSEL Key employee | 55 | $331,770 | $18,427 |
| MELISSA R VALDEZ MD | DIR OF PSYCH & BEHAV HEALTH / CCIO Key employee | 55 | $299,038 | $18,364 |
| LINDSEY TIPPIT MHA MSHCT | CHIEF OPERATING OFFICER Key employee | 55 | $283,628 | $16,484 |
| ADEYOYIN OKUNADE MD FAAFP | FAMILY PRACTICE MEDICAL DIRECTOR Key employee | 55 | $269,975 | $22,271 |
| RAJ DIWAN DDS MAGD MBA | DIRECTOR OF DENTAL SERVICES Key employee | 55 | $239,516 | $13,940 |
| BRANDON TEENIER CPA | FORMER CFO (THRU 10/2023) Former | 55 | $244,302 | $8,203 |
| RODOLFO SZOKE CHCIO CDHE CSM CSPO | CHIEF INFORMATION OFFICER Key employee | 55 | $234,030 | $18,236 |
| NICHOLE COOK | CFO (START 8/2024) Officer | 55 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE PENA | BOARD MEMBER - CHAIR Trustee or director, Officer | 1 | $0 |
| ELIZABETH JOHNSON | BOARD MEMBER - VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| SCOTT ALARCON | BOARD MEMBER - TREASURER Trustee or director, Officer | 1 | $0 |
| RUDY METAYER | BOARD MEMBER - SECRETARY Trustee or director, Officer | 1 | $0 |
| SASHA BULKLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| JO CARCEDO | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN GUSTAINIS | BOARD MEMBER Trustee or director | 1 | $0 |
| JACK HUNNICUTT | BOARD MEMBER Trustee or director | 1 | $0 |
| ALTON MCCALLUM | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK SCHROEDER | BOARD MEMBER Trustee or director | 1 | $0 |
| ROLAND VALLE | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended November 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JON CALVIN FACHE CPA CMA CHFP | CHIEF EXECUTIVE OFFICER Officer | 55 | $518,583 | $20,801 |
| ANDREW MAHAFFEY MD | VP OF OB/GYN SERVICES Highest-paid employee | 40 | $497,926 | $19,012 |
| SHAYLA MATTHEWS-JACKSON MD | MD - OB/GYN Highest-paid employee | 40 | $449,650 | $19,406 |
| KATHLEEN V BUTLER MD MBA CMQ | CHIEF MED OFFICER / CHIEF QUAL OFFICER Key employee | 55 | $434,076 | $16,226 |
| TILLERY STOUT JD | CHIEF ADMIN OFFICER & GEN COUNSEL Key employee | 55 | $347,223 | $17,155 |
| RICHARD SHEA MD | MD - OB/GYN Highest-paid employee | 40 | $346,134 | $13,604 |
| MELISSA R VALDEZ MD | DIR OF PSYCH AND BEH HEALTH / CCIO Key employee | 55 | $319,138 | $17,155 |
| HELIO ZAPATA MD | MD - OB/GYN Highest-paid employee | 40 | $315,984 | $15,772 |
| BETH THAI MD | MD - OB/GYN Highest-paid employee | 40 | $321,114 | $7,968 |
| BRANDON TEENIER CPA | CFO (THROUGH 10/2023) Officer | 55 | $305,870 | $14,610 |
| LINDSEY TIPPIT MHA MSHCT | CHIEF OPERATING OFFICER Key employee | 55 | $288,733 | $15,470 |
| ADEYOYIN OKUNADE MD FAAFP | MED DIRECTOR - FAMILY/ADULT SERVICES Key employee | 55 | $272,255 | $20,814 |
| RAJ DIWAN DDS MAGD MBA | DIRECTOR OF DENTAL SERVICES Key employee | 55 | $248,622 | $13,071 |
| RODOLFO SZOKE CHCIO CDHE CSM CSPO | CHIEF INFORMATION OFFICER Key employee | 55 | $225,370 | $16,500 |
| TRACY ANGELOCCI MD | FORMER CMIO (THROUGH 6/2022) Former | 55 | $134,281 | $0 |
| STEVE PENA | BOARD MEMBER - CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| AMY MEDRANO | BOARD MEMBER - VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SCOTT ALARCON | BOARD MEMBER - TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ELIZABETH JOHNSON | BOARD MEMBER - SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOHN GUSTAINIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JACK HUNNICUTT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ALTON MCCALLUM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RUDY METAYER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SOFIA NELSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK SCHROEDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROLAND VALLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2423 WILLIAMS DR STE 107, GEORGETOWN, TX 78628-3269
- In care of
- % JON CALVIN - CEO
- Principal officer (990 for 2023)
- JON CALVIN, 2423 WILLIAMS DRIVE 107, GEORGETOWN, TX 78628
- Signed the 990
- NICHOLE COOK, CHIEF FINANCIAL OFFICER
- Phone
- (877) 800-5722
- Website
- HTTPS://LONESTARCARES.ORG/
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
LONE STAR CIRCLE OF CARE PROVIDES EXCEPTIONAL AND ACCESSIBLE PATIENT CENTERED HEALTHCARE FOR OUR TEXAS NEIGHBORS, FOCUSING ON THE UNDERSERVED.
Program accomplishments
- MEDICAL PROGRAMS: LONE STAR CIRCLE OF CARE (LSCC) HAS MULTIPLE MEDICAL SERVICE LINES THAT PROVIDE PRIMARY & ACUTE MEDICAL CARE INCLUDING PREVENTION, DIAGNOSIS, AND TREATMENT OF CHRONIC CONDITIONS. IN THE PAST YEAR, LSCC PROVIDED 119,753 PEDIATRIC PATIENT VISITS, 82,487 FAMILY MEDICINE PATIENT VISITS, 8,953 SENIOR CARE PATIENT VISITS, 34,432 OB/GYN PATIENT VISITS (INCLUDING 2,149 BABY DELIVERIES), 1,737 OPTOMETRY VISITS, 2,885 CONVENIENT CARE VISITS, AND 3,946 MOBILE MAMMOGRAPHY VISITS. SEE SCHEDULE O FOR ADDITIONAL INFORMATION ABOUT THE SERVICES PROVIDED.Expenses $74,968,007 · revenue $53,323,276
- INTEGRATED BEHAVIORAL HEALTH: LSCC'S INTEGRATED BEHAVIORAL HEALTH MODEL ADDRESSES THE COMPLETE PRIMARY MEDICAL AND MENTAL HEALTH NEEDS OF ADULT, ADOLESCENT, SENIOR, AND PEDIATRIC PATIENTS. BY PROVIDING CONTINUOUS ACCESS TO TREATMENT AND MEDICATIONS, LSCC IS HELPING TO REDUCE EMERGENCY ROOM VISITS AND CRISES RELATED TO UNTREATED MENTAL HEALTH ISSUES. SERVICES PROVIDED INCLUDE PSYCHIATRY, PSYCHOTHERAPY, AND COUNSELING FOR SENIORS, ADULTS, ADOLESCENTS, AND CHILDREN. THE BEHAVIORAL HEALTH CLINICS PROVIDED 52,326 PATIENT VISITS LAST YEAR.Expenses $8,139,320 · revenue $5,789,339
- DENTAL CARE: LSCC PROVIDES GENERAL DENTISTRY SERVICES FOR ADULTS AND CHILDREN IN THE CENTRAL TEXAS COMMUNITY. LSCC'S GCC DENTAL CENTER IN GEORGETOWN AND DENTAL CLINICS IN ROUND ROCK, MARBLE FALLS, BASTROP, AND AUSTIN ARE DEDICATED TO PROVIDING AFFORDABLE, ACCESSIBLE CARE TO THE UNINSURED AND UNDER-SERVED. LSCC PROVIDED 19,344 PATIENT VISITS IN THE PAST YEAR.Expenses $4,790,236 · revenue $3,407,201
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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990 on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990 on file |
IRS record
- EIN
- 74-3001674
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- November
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E30)
- Assets (IRS master file)
- $80,347,274
- Income (IRS master file)
- $92,588,413
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | November 2024 | $92,218,359 | $101,633,624 | $80,347,274 | IRS |
| 990 | November 2023 | $104,990,053 | $96,623,832 | $82,228,765 | XML |
| 990 | November 2022 | $98,791,607 | $97,755,492 | $58,374,513 | IRS |
| 990 | November 2021 | – | – | – | IRS |
| 990 | November 2020 | – | – | – | IRS |
| 990 | November 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 74-3001674).
Questions about LONE STAR CIRCLE OF CARE
- What is the EIN of LONE STAR CIRCLE OF CARE?
- The employer identification number (EIN) of LONE STAR CIRCLE OF CARE is 74-3001674.
- Is LONE STAR CIRCLE OF CARE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to LONE STAR CIRCLE OF CARE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LONE STAR CIRCLE OF CARE 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 LONE STAR CIRCLE OF CARE due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LONE STAR CIRCLE OF CARE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended November 2024.
- Who is the principal officer of LONE STAR CIRCLE OF CARE?
- The 990 for the year ended November 30, 2024 names JON CALVIN.
- Who are the officers and directors of LONE STAR CIRCLE OF CARE?
- The 990 for the year ended November 30, 2024 lists 26 people; 14 received compensation from the organization, the highest $541,350 (JONATHAN CALVIN FACHE CPA CMA, CHIEF EXECUTIVE OFFICER).
- How much revenue does LONE STAR CIRCLE OF CARE have?
- On its 990 for the year ended November 30, 2024 it reported revenue of $92,218,359, expenses of $101,633,624 and total assets of $80,347,274 at year end.
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