Civic Intelligence

Shell Medical Plan

EIN 74-2200128 • 501(c)9 • Phoenix, AZ

Profile

Provide certain health wellness accident, life, disability, and other welfare benefits for eligible employees and their dependents

PO Box 53456 S4101-22gPhoenix, AZ 85072

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

8th percentile

-25%

Higher net margin than 8% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$56,600

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$100M-$250M nonprofits • Source year 2022

Asset Growth

3rd percentile

-100%

Faster asset growth than 3% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-60%

Faster revenue growth than 1% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $34,783,734 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $34,783,734 (-100%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin8th percentile

Revenue

Down

$137,927,620

Down $204,815,456 (-60%) from 2023

Expenses

Down

$172,932,187

Down $223,589,434 (-56%) from 2023

Net Income

Up

-$35,004,567

Up $18,773,978 (+35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2010: $26,353,018Liabilities 2010: $0Net Assets 2010: $26,353,0182010Assets 2011: $27,119,360Liabilities 2011: $0Net Assets 2011: $27,119,3602011Assets 2012: $16,477,327Liabilities 2012: $0Net Assets 2012: $16,477,3272012Assets 2013: $22,654,258Liabilities 2013: $0Net Assets 2013: $22,654,2582013Assets 2014: $93,391,180Liabilities 2014: $0Net Assets 2014: $93,391,1802014Assets 2015: $52,549,065Liabilities 2015: $0Net Assets 2015: $52,549,0652015Assets 2016: $58,427,273Liabilities 2016: $0Net Assets 2016: $58,427,2732016Assets 2017: $61,665,299Liabilities 2017: $0Net Assets 2017: $61,665,2992017Assets 2018: $35,946,509Liabilities 2018: $0Net Assets 2018: $35,946,5092018Assets 2019: $42,010,617Liabilities 2019: $0Net Assets 2019: $42,010,6172019Assets 2020: $75,038,733Liabilities 2020: $0Net Assets 2020: $75,038,7332020Assets 2021: $59,819,611Liabilities 2021: $0Net Assets 2021: $59,819,6112021Assets 2022: $88,722,408Liabilities 2022: $0Net Assets 2022: $88,722,4082022Assets 2023: $34,783,734Liabilities 2023: $0Net Assets 2023: $34,783,7342023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800M$600M$400M$200M$0-$200MRevenue 2010: $441,766,966Expenses 2010: $443,407,976Net Income 2010: -$1,641,0102010Revenue 2011: $463,092,245Expenses 2011: $462,329,062Net Income 2011: $763,1832011Revenue 2012: $488,765,569Expenses 2012: $499,406,328Net Income 2012: -$10,640,7592012Revenue 2013: $536,920,747Expenses 2013: $530,745,476Net Income 2013: $6,175,2712013Revenue 2014: $618,775,202Expenses 2014: $548,037,487Net Income 2014: $70,737,7152014Revenue 2015: $571,185,918Expenses 2015: $612,027,816Net Income 2015: -$40,841,8982015Revenue 2016: $617,181,215Expenses 2016: $611,289,900Net Income 2016: $5,891,3152016Revenue 2017: $579,961,309Expenses 2017: $576,676,411Net Income 2017: $3,284,8982017Revenue 2018: $546,094,116Expenses 2018: $571,794,295Net Income 2018: -$25,700,1792018Revenue 2019: $574,863,871Expenses 2019: $568,815,435Net Income 2019: $6,048,4362019Revenue 2020: $535,906,788Expenses 2020: $502,878,672Net Income 2020: $33,028,1162020Revenue 2021: $509,542,348Expenses 2021: $524,763,374Net Income 2021: -$15,221,0262021Revenue 2022: $481,084,441Expenses 2022: $452,121,857Net Income 2022: $28,962,5842022Revenue 2023: $342,743,076Expenses 2023: $396,521,621Net Income 2023: -$53,778,5452023Revenue 2024: $137,927,620Expenses 2024: $172,932,187Net Income 2024: -$35,004,5672024

Highlighted filing

2024

Revenue$137,927,620
Expenses$172,932,187
Net Income-$35,004,567
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$137,927,620
Expenses
$172,932,187
Net income
-$35,004,567
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$138$173$35.0
2023Detailed filing. Detailed filing data is available for this year.$34.8$0.00$34.8$343$397$53.8
2022Detailed filing. Detailed filing data is available for this year.$88.7$0.00$88.7$481$452$29.0
2021Detailed filing. Detailed filing data is available for this year.$59.8$0.00$59.8$510$525$15.2
2020Detailed filing. Detailed filing data is available for this year.$75.0$0.00$75.0$536$503$33.0
2019Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$575$569$6.05
2018Detailed filing. Detailed filing data is available for this year.$35.9$0.00$35.9$546$572$25.7
2017Summary only. Only limited summary data is available for this year.$61.7$0.00$61.7$580$577$3.28
2016Summary only. Only limited summary data is available for this year.$58.4$0.00$58.4$617$611$5.89
2015Summary only. Only limited summary data is available for this year.$52.5$0.00$52.5$571$612$40.8
2014Summary only. Only limited summary data is available for this year.$93.4$0.00$93.4$619$548$70.7
2013Summary only. Only limited summary data is available for this year.$22.7$0.00$22.7$537$531$6.18
2012Summary only. Only limited summary data is available for this year.$16.5$0.00$16.5$489$499$10.6
2011Summary only. Only limited summary data is available for this year.$27.1$0.00$27.1$463$462$0.76
2010Summary only. Only limited summary data is available for this year.$26.4$0.00$26.4$442$443$1.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$137,927,620
Mission and Program Overview

Mission

Provide certain health wellness accident, life, disability, and other welfare benefits for eligible employees and their dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$34,783,734--
Cap Stk Tr Prin Current Funds$34,783,734--
Rtn Earn Endowment Incm Other Fnds-$0-
Total Assets$34,783,734$0▼ $34,783,734
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,783,734$0▼ $34,783,734
Total Liabilities and Net Assets / Fund Balance$34,783,734$0▼ $34,783,734
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleBaseTotal
-Trustee$47,167$47,167

Board Members and Trustees

NameTitle
Marvin E OdumPresident
Candida WolframAsst. Secretary
Hector PinedaAsst. Secretary
John M EsquivelAsst. Secretary
Lynn S BorogemierAsst. Secretary
Stephanie J PaulAsst. Secretary
Tabatha R BakerAsst. Secretary
A M NolteController
Julian DalzellSenior VP
William C LowreySenior VP
Richard MennitiTreasurer
T T ColesVP
Cynthia a DeereVP Finance
B P MalnakVP Gov/t Affairs
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$136,873,400
Investment Income
$1,054,220
Other Revenue
$0
Change in Net Assets
$-35,004,567
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,355,978
Salaries, Compensation, and Employee Benefits$47,167
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$166,529,042--$166,529,042
Other Expenses-$6,294,187-$6,294,187
Fees for Services Accounting$61,791--$61,791
Current Officers, Directors, Trustees, and Key Employees$47,167--$47,167
Total Functional Expenses$166,638,000$6,294,187$0$172,932,187
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The sole trustee receives and reviews the form 990”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The organization complies with the same policy and enforcement as its trustee”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Shell Medical Plan
EIN
74-2200128
Phone
6025620883
Address
PO BOX 53456 S4101-22G, PHOENIX, AZ 85072

Signing Officer

Name
-
Title
Trustee
Phone
6025620883
Signed
2025-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Principal Financial Group
Formed
2002
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
Supplemental Narrative

Additional Explanations

Form 990 Part XII

“The organizations financial statements were audited by an independent auditor, however the trustee has not received the audit report as of filing this return. If needed, an amended return will be filed.”

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adjustment $220,832, rounding $1”

Raw XML Appendix372 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/DescribedInSection501c3Ind0false
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IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
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IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt061791
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IRS990/FinalReturnInd0X
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/PersonNm3T T COLES
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IRS990/Form990PartVIISectionAGrp/PersonNm5B P MALNAK
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IRS990/Form990PartVIISectionAGrp/PersonNm7A M NOLTE
IRS990/Form990PartVIISectionAGrp/PersonNm8LYNN S BOROGEMIER
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN M ESQUIVEL
IRS990/Form990PartVIISectionAGrp/PersonNm10HECTOR PINEDA
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IRS990/Form990PartVIISectionAGrp/PersonNm12CANDIDA WOLFRAM
IRS990/Form990PartVIISectionAGrp/PersonNm13TABATHA R BAKER
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SENIOR VP
IRS990/Form990PartVIISectionAGrp/TitleTxt2SENIOR VP
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP GOV/T AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt8ASST. SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt10ASST. SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11ASST. SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12ASST. SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASST. SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02024-07-29
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0655 NEW YORK AVENUE NW
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0WASHINGTON
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT AUDITOR, HOWEVER THE TRUSTEE HAS NOT RECEIVED THE AUDIT REPORT AS OF FILING THIS RETURN. IF NEEDED, AN AMENDED RETURN WILL BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOLE TRUSTEE RECEIVES AND REVIEWS THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION COMPLIES WITH THE SAME POLICY AND ENFORCEMENT AS ITS TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MUTUAL FUND TIMING ADJUSTMENT $220,832, ROUNDING $1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART XII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/USAddress/AddressLine1Txt0PO BOX 10316
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELL MEDICAL PLAN
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
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ReturnHeader/Filer/PhoneNum06025620883
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 53456 S4101-22G
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA B STROBEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-29T14:01:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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