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Shell Medical Plan

020011641401

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$481M (2022)

Expenses
$452M (2022)

Total Assets
$88.7M (2022)

Total Liabilities
$0 (2022)

Source: Form 990 tax filings from 2010 to 2022

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 Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$481,084,441
Expenses
$452,121,857
Net Income
$28,962,584
Net Assets
$88,722,408
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $479,427,137
99.7%
Investment Income $1,068,408
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $588,896
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $56,600
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $88,722,408
Total Liabilities $0
Net Assets $88,722,408
Compensation
Key Employees and Officers Compensation Related Other
Principal Bank Pcs Tax (Trustee) $56,600 $0 $0
Marvin E Odum (President) $0 $0 $0
Julian Dalzell (Senior Vp) $0 $0 $0
William C Lowrey (Senior Vp) $0 $0 $0
T T Coles (Vp) $0 $0 $0
Cynthia A Deere (Vp Finance) $0 $0 $0
B P Malnak (Vp Gov/T Affairs) $0 $0 $0
Richard Menniti (Treasurer) $0 $0 $0
A M Nolte (Controller) $0 $0 $0
Lynn S Borogemier (Asst. Secretary) $0 $0 $0
John M Esquivel (Asst. Secretary) $0 $0 $0
Hector Pineda (Asst. Secretary) $0 $0 $0
Stephanie J Paul (Asst. Secretary) $0 $0 $0
Candida Wolfram (Asst. Secretary) $0 $0 $0
Tabatha R Baker (Asst. Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$509,542,348
Expenses
$524,763,374
Net Income
-$15,221,026
Net Assets
$59,819,611
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $509,515,363
100.0%
Investment Income $26,953
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $32
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $56,600
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $59,819,611
Total Liabilities $0
Net Assets $59,819,611
Compensation
Key Employees and Officers Compensation Related Other
Principal Financial Group (Trustee) $56,600 $0 $0
Marvin E Odum (President) $0 $0 $0
Julian Dalzell (Senior Vp) $0 $0 $0
William C Lowrey (Senior Vp) $0 $0 $0
T T Coles (Vp) $0 $0 $0
Cynthia A Deere (Vp Finance) $0 $0 $0
B P Malnak (Vp Gov/T Affairs) $0 $0 $0
Richard Menniti (Treasurer) $0 $0 $0
A M Nolte (Controller) $0 $0 $0
Lynn S Borogemier (Asst. Secretary) $0 $0 $0
John M Esquivel (Asst. Secretary) $0 $0 $0
Hector Pineda (Asst. Secretary) $0 $0 $0
Stephanie J Paul (Asst. Secretary) $0 $0 $0
Candida Wolfram (Asst. Secretary) $0 $0 $0
Tabatha R Baker (Asst. Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$535,906,788
Expenses
$502,878,672
Net Income
$33,028,116
Net Assets
$75,038,733
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $535,559,655
99.9%
Investment Income $347,133
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 $75,038,733
Total Liabilities $0
Net Assets $75,038,733
Compensation
Key Employees and Officers Compensation Related Other
Marvin E Odum (President) $0 $0 $0
Julian Dalzell (Senior Vp) $0 $0 $0
William C Lowrey (Senior Vp) $0 $0 $0
T T Coles (Vp) $0 $0 $0
Cynthia A Deere (Vp Finance) $0 $0 $0
B P Malnak (Vp Gov/T Affairs) $0 $0 $0
Richard Menniti (Treasurer) $0 $0 $0
A M Nolte (Controller) $0 $0 $0
Lynn S Borogemier (Asst. Secretary) $0 $0 $0
John M Esquivel (Asst. Secretary) $0 $0 $0
Hector Pineda (Asst. Secretary) $0 $0 $0
Stephanie J Paul (Asst. Secretary) $0 $0 $0
Candida Wolfram (Asst. Secretary) $0 $0 $0
Tabatha R Baker (Asst. Secretary) $0 $0 $0
Wells Fargo Bank (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$574,863,871
Expenses
$568,815,435
Net Income
$6,048,436
Net Assets
$42,010,617
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $573,727,217
99.8%
Investment Income $1,136,654
0.2%
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 $56,600
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $42,010,617
Total Liabilities $0
Net Assets $42,010,617
Compensation
Key Employees and Officers Compensation Related Other
Marvin E Odum (President) $0 $0 $0
Julian Dalzell (Senior Vp) $0 $0 $0
William C Lowrey (Senior Vp) $0 $0 $0
T T Coles (Vp) $0 $0 $0
Cynthia A Deere (Vp Finance) $0 $0 $0
B P Malnak (Vp Gov/T Affairs) $0 $0 $0
Richard Menniti (Treasurer) $0 $0 $0
A M Nolte (Controller) $0 $0 $0
Lynn S Borogemier (Asst. Secretary) $0 $0 $0
John M Esquivel (Asst. Secretary) $0 $0 $0
Hector Pineda (Asst. Secretary) $0 $0 $0
Stephanie J Paul (Asst. Secretary) $0 $0 $0
Candida Wolfram (Asst. Secretary) $0 $0 $0
Tabatha R Baker (Asst. Secretary) $0 $0 $0
Wells Fargo Bank (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$546,094,116
Expenses
$571,794,295
Net Income
-$25,700,179
Net Assets
$35,946,509
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $544,910,510
99.8%
Investment Income $1,183,606
0.2%
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 $56,600
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $35,946,509
Total Liabilities $0
Net Assets $35,946,509
Compensation
Key Employees and Officers Compensation Related Other
Marvin E Odum (President) $0 $0 $0
Julian Dalzell (Senior Vp) $0 $0 $0
William C Lowrey (Senior Vp) $0 $0 $0
T T Coles (Vp) $0 $0 $0
Cynthia A Deere (Vp Finance) $0 $0 $0
B P Malnak (Vp Gov/T Affairs) $0 $0 $0
Richard Menniti (Treasurer) $0 $0 $0
A M Nolte (Controller) $0 $0 $0
Lynn S Borogemier (Asst. Secretary) $0 $0 $0
John M Esquivel (Asst. Secretary) $0 $0 $0
Hector Pineda (Asst. Secretary) $0 $0 $0
Stephanie J Paul (Asst. Secretary) $0 $0 $0
Candida Wolfram (Asst. Secretary) $0 $0 $0
Tabatha R Baker (Asst. Secretary) $0 $0 $0
Wells Fargo Bank (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$579,961,309
Expenses
$576,676,411
Net Income
$3,284,898
Net Assets
$61,665,299
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $579,349,612
99.9%
Investment Income $611,357
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $340
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $56,600
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $61,665,299
Total Liabilities $0
Net Assets $61,665,299

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$617,181,215
Expenses
$611,289,900
Net Income
$5,891,315
Net Assets
$58,427,273
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $616,937,706
100.0%
Investment Income $243,391
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $118
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $58,427,273
Total Liabilities $0
Net Assets $58,427,273

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$571,185,918
Expenses
$612,027,816
Net Income
-$40,841,898
Net Assets
$52,549,065
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $571,050,547
100.0%
Investment Income $135,371
0.0%
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 $52,549,065
Total Liabilities $0
Net Assets $52,549,065

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$618,775,202
Expenses
$548,037,487
Net Income
$70,737,715
Net Assets
$93,391,180
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $618,708,346
100.0%
Investment Income $66,856
0.0%
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 $93,391,180
Total Liabilities $0
Net Assets $93,391,180

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$536,920,747
Expenses
$530,745,476
Net Income
$6,175,271
Net Assets
$22,654,258
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $536,905,181
100.0%
Investment Income $15,566
0.0%
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 $22,654,258
Total Liabilities $0
Net Assets $22,654,258

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$488,765,569
Expenses
$499,406,328
Net Income
-$10,640,759
Net Assets
$16,477,327
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $488,706,575
100.0%
Investment Income $24,092
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $34,902
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,477,327
Total Liabilities $0
Net Assets $16,477,327

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$463,092,245
Expenses
$462,329,062
Net Income
$763,183
Net Assets
$27,119,360
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $462,994,088
100.0%
Investment Income $27,171
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $70,986
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $27,119,360
Total Liabilities $0
Net Assets $27,119,360

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$441,766,966
Expenses
$443,407,976
Net Income
-$1,641,010
Net Assets
$26,353,018
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $441,390,168
99.9%
Investment Income $53,696
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $323,102
0.1%
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 $26,353,018
Total Liabilities $0
Net Assets $26,353,018

Document Links

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

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

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

Fiscal Year Ending Dec.
2005

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

Fiscal Year Ending Dec.
2004

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

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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