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Shg Healthcare Group Ltd Health Care Benefits Trust

Health Care Benefits Trust
  • Rockwall, TX
  • Tax-exempt since March 2007
  • EIN: 20-2464129

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$3.29M (2024)

Expenses
$3.11M (2024)

Total Assets
$981k (2024)

Total Liabilities
$265k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,285,809
Expenses
$3,113,263
Net Income
$172,546
Net Assets
$716,573
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,285,809
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $981,179
Total Liabilities $264,606
Net Assets $716,573
Compensation
Key Employees and Officers Compensation Related Other
Shane Lewis (Vp/Cfo) $0 $232,907 $25,513
Don Miller (President) $0 $212,198 $25,513
Jeff Patel (It Manager) $0 $179,766 $2,980
Heather M Burchett (Administrator) $0 $173,225 $426
Kolby Clark (Chief Accounting Officer) $0 $162,604 $12,249
Edward Black (Asst. Director Of Operatio) $0 $186,660 $628
Daniel Marick (Director Of Operations) $0 $154,949 $23,095
Pamela Fitzsimmons (Director Of Clinical Reimb) $0 $192,757 $3,395
Richard Miller (Administrator) $0 $143,501 $12,149
Jon Laukhuf (Administrator) $0 $153,569 $12,464
William T Green (Administrator) $0 $187,296 $12,130
Rebecca Mcneely (Director Of Case Managemen) $0 $179,177 $1,586
Clayton T Chesser (Administrator) $0 $154,271 $12,133
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Document Links

990
Filed on April 7, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,320,075
Expenses
$3,265,185
Net Income
$54,890
Net Assets
$544,027
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,320,075
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $752,642
Total Liabilities $208,615
Net Assets $544,027
Compensation
Key Employees and Officers Compensation Related Other
Shane Lewis (Vp/Cfo) $0 $214,039 $9,206
Don Miller (President) $0 $190,540 $9,206
Pamela Fitzsimmons (Director Of Clinical Reimbursement) $0 $201,083 $0
Edward Black (Asst. Director Of Operations) $0 $185,047 $0
Rebecca Mcneely (Director Of Case Management) $0 $197,458 $0
Daniel Marick (Director Of Operations) $0 $158,361 $7,410
William T Green (Administrator) $0 $186,314 $7,911
Kyle Bost (Administrator) $0 $137,231 $7,911
Keith Boatler (Asst Dir Of Operations) $0 $177,150 $0
Kolby Clark (Chief Accounting Officer) $0 $148,268 $7,911
Gregory Fuller (Administrator) $0 $166,594 $0
Greg Nelson (Asst Dir Of Operations) $0 $163,269 $7,911
Jeff Pate (It Manager) $0 $160,433 $0
Adolfo Quiroz (Controller) $0 $166,263 $0
Heather Sikes (Dir Of Clinical Services) $0 $173,136 $5,218
Jon Laukhuf (Administrator) $0 $165,689 $7,911
Richard Miller (Administrator) $0 $166,912 $7,911
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Document Links

990
Filed on April 1, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,866,947
Expenses
$2,847,175
Net Income
$19,772
Net Assets
$489,137
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,866,947
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $774,850
Total Liabilities $285,713
Net Assets $489,137
Compensation
Key Employees and Officers Compensation Related Other
Shane Lewis (Vp/Cfo) $0 $210,083 $9,728
Don Miller (President) $0 $148,650 $9,728
Pamel Fitzsimmons (Director Of Reimbursement) $0 $197,571 $0
Greg Fuller (Administrator) $0 $197,132 $7,353
Jeff Patel (It Manager) $0 $166,942 $0
Edward Black (Regional Director) $0 $193,228 $0
Heather M Sikes (Director Of Clinical Servi) $0 $166,107 $7,353
Rebecca Mcneely (Reimbursement Specialist) $0 $188,508 $7,035
Greg Nelson (Assistant Director Of Oper) $0 $160,920 $9,045
Daniel Marick (Director Of Operations) $0 $168,992 $7,898
Adolfo Quiroz (Controller) $0 $151,123 $0
William T Green (Administrator) $0 $165,325 $7,353
+ View more people

Document Links

990
Filed on Feb. 1, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,866,290
Expenses
$3,102,855
Net Income
-$236,565
Net Assets
$469,365
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,866,290
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,141,740
Total Liabilities $672,375
Net Assets $469,365
Compensation
Key Employees and Officers Compensation Related Other
Shane Lewis (Vp/Cfo) $0 $194,083 $20,859
Don Miller (President) $0 $117,075 $19,652
Pamel Fitzsimmons (Director Of Reimbursement) $0 $183,789 $11,745
Greg Fuller (Administrator) $0 $170,995 $15,337
Jeff Patel (It Manager) $0 $159,937 $8,178
Edward Black (Regional Director) $0 $159,307 $15,263
Heather M Sikes (Director Of Clinical Services) $0 $195,245 $6,832
Rebecca Mcneely (Reimbursement Specialist) $0 $149,307 $11,914
Greg Nelson (Assistant Director Of Oper) $0 $144,342 $19,593
Daniel Marick (Director Of Operations) $0 $142,091 $53,583
Adolfo Quiroz (Controller) $0 $144,275 $9,475
Margaret Shackelford (Director Of Clinical Services) $0 $143,835 $6,145
+ View more people

Document Links

990
Filed on March 29, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,516,006
Expenses
$2,516,983
Net Income
-$977
Net Assets
$705,930
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,516,006
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,015,052
Total Liabilities $309,122
Net Assets $705,930
Compensation
Key Employees and Officers Compensation Related Other
Shane Lewis (Vp/Cfo) $0 $178,621 $20,015
Don Miller (President) $0 $103,612 $18,589
Pamel Fitzsimmons (Director Of Reimbursement) $0 $181,664 $11,610
Greg Nelson (Assistant Director Of Oper) $0 $180,242 $19,418
Rebecca Mcneely (Reimbursement Specialist) $0 $135,797 $10,898
Jeff Patel (It Manager) $0 $143,473 $7,910
Daniel Marick (Director Of Operations) $0 $131,501 $17,822
Adolfo Quiroz (Controller) $0 $127,363 $11,763
Edward Black (Regional Director) $0 $114,474 $11,250
+ View more people

Document Links

990
Filed on April 13, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,001,438
Expenses
$2,109,816
Net Income
-$108,378
Net Assets
$706,907
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,001,438
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $880,804
Total Liabilities $173,897
Net Assets $706,907
Compensation
Key Employees and Officers Compensation Related Other
Shane Lewis (Vp/Cfo) $0 $167,447 $42,636
Don Miller (President) $0 $92,098 $40,757
Pamel Fitzsimmons (Director Of Reimbursement) $0 $177,904 $11,370
Greg Fuller (Administrator) $0 $153,271 $24,021
Rebecca Mcneely (Reimbursement Specialist) $0 $138,521 $20,413
Shawn Yates (Administrator) $0 $140,383 $14,779
Duncan Sczepanik (Administrator) $0 $134,588 $31,894
Tia Schmidt (Facility Administrator) $0 $116,250 $0
Daniel Marick (Director Of Operations) $0 $129,376 $41,888
Adolfo Quiroz (Controller) $0 $120,935 $11,412
+ View more people

Document Links

990
Filed on April 9, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,645,761
Expenses
$1,549,882
Net Income
$95,879
Net Assets
$815,285
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,645,761
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $944,204
Total Liabilities $128,919
Net Assets $815,285
Compensation
Key Employees and Officers Compensation Related Other
Shane Lewis (Vp/Cfo) $0 $143,125 $7,656
Don Miller (President) $0 $53,735 $4,165
Pamel Fitzsimmons (Director Of Reimbursement) $0 $173,321 $11,078
Greg Fuller (Administrator) $0 $157,902 $17,271
Rebecca Mcneely (Reimbursement Specialist) $0 $120,958 $14,478
Shawn Yates (Administrator) $0 $121,788 $21,660
Jeff Patel (It Manager) $0 $121,841 $29,123
Greg Nelson (Assistant Director Of Operations) $0 $131,925 $8,618
+ View more people

Document Links

990
Filed on April 12, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,916,648
Expenses
$1,838,505
Net Income
$78,143
Net Assets
$719,406
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,916,648
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $969,370
Total Liabilities $249,964
Net Assets $719,406
Compensation
Key Employees and Officers Compensation Related Other
Pamela Fitzsimmons (Director Of Reimbursement) $165,556 $0 $10,450
Shane Lewis (Vp/Cfo) $138,808 $0 $7,408
Jeff Patel (It Manager) $137,313 $0 $27,205
Rebecca R Mcneely (Reimbursement Specialist) $119,075 $0 $13,408
Harold Hammond (Compliance Officer) $101,428 $0 $7,490
Don Miller (President) $92,574 $0 $7,055
Vivkie L Steinbeck (Director Of Nursing) $0 $107,383 $13,283
Myra D Salazar (Director Of Nursing) $0 $101,215 $11,494
Heidi Patrenos (Facility Administrator) $0 $110,974 $23,752
Loava D Mccarthy (Director Of Nursing) $0 $110,099 $19,476
Beverly R Shaw (Director Of Nursing) $0 $102,941 $17,282
Robin Clem (Facility Administrator) $0 $99,229 $18,303
+ View more people

Document Links

990
Filed on April 11, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,009,881
Expenses
$2,345,275
Net Income
-$335,394
Net Assets
$653,973
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,009,881
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $880,872
Total Liabilities $226,899
Net Assets $653,973
Compensation
Key Employees and Officers Compensation Related Other
Shane Lewis (Vp/Cfo) $0 $164,972 $8,733
Don Miller (President) $0 $154,810 $11,463

Document Links

990
Filed on Jan. 12, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,711,530
Expenses
$1,501,158
Net Income
$210,372
Net Assets
$989,367
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,711,530
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,095,227
Total Liabilities $105,860
Net Assets $989,367
Compensation
Key Employees and Officers Compensation Related Other
Shane Lewis (Vp/Cfo) $0 $162,547 $24,591
Don Miller (President) $0 $143,412 $30,980

Document Links

990
Filed on April 7, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,336,156
Expenses
$1,633,052
Net Income
-$296,896
Net Assets
$573,454
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,336,156
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $777,363
Total Liabilities $203,909
Net Assets $573,454

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$832,286
Expenses
$898,234
Net Income
-$65,948
Net Assets
$904,746
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $832,286
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,168,665
Total Liabilities $263,919
Net Assets $904,746

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,609,697
Expenses
$1,359,954
Net Income
$249,743
Net Assets
$970,694
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,609,697
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,180,581
Total Liabilities $209,887
Net Assets $970,694

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,557,948
Expenses
$1,609,097
Net Income
-$51,149
Net Assets
$720,951
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,556,556
99.9%
Investment Income $1,392
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,072,970
Total Liabilities $352,019
Net Assets $720,951

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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