Civic Intelligence

Shell Medical Plan

990 • Fiscal year 2023 • EIN 74-2200128

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization ProfileN/A
PO Box 53456 S4101-22gPhoenix, AZ 85072

(602) 562-0883

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

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

2023 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

24th percentile

0.00x

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

2023 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2023

Net Margin

19th percentile

-16%

Higher net margin than 19% of similar nonprofits.

2023 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

54th percentile

$56,600

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2023

Asset Growth

2nd percentile

-61%

Faster asset growth than 2% of similar nonprofits.

2023 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$34,783,734

Down $53,938,674 (-61%) from 2022

Net Assets

Down

$34,783,734

Down $53,938,674 (-61%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin19th percentile

Revenue

Down

$342,743,076

Down $138,341,365 (-29%) from 2022

Expenses

Down

$396,521,621

Down $55,600,236 (-12%) from 2022

Net Income

Down

-$53,778,545

Down $82,741,129 (-286%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2023

Assets$34,783,734
Liabilities$0
Net Assets$34,783,734
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$342,743,076
Expenses$396,521,621
Net Income-$53,778,545
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$342,743,076
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$88,431,484$34,783,734▼ $53,647,750
Cap Stk Tr Prin Current Funds$88,431,484$34,783,734▼ $53,647,750
Accounts Receivable$290,924--
Rtn Earn Endowment Incm Other Fnds$290,924--
Total Assets$88,722,408$34,783,734▼ $53,938,674
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$88,722,408$34,783,734▼ $53,938,674
Total Liabilities and Net Assets / Fund Balance$88,722,408$34,783,734▼ $53,938,674
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleBaseTotal
-Trustee$56,600$56,600

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
$338,280,318
Investment Income
$4,351,137
Other Revenue
$111,621
Change in Net Assets
$-53,778,545
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,539,879
Salaries, Compensation, and Employee Benefits$56,600
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$382,925,142--$382,925,142
Other Expenses$13,236,848--$13,236,848
Fees for Service Investment Mgmnt Fees$213,031--$213,031
Fees for Services Accounting$90,000--$90,000
Current Officers, Directors, Trustees, and Key Employees$56,600--$56,600
Total Functional Expenses$396,521,621$0$0$396,521,621
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
2024-11-12
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 $70,292, financial statements adj ($230,421)”

Raw XML Appendix363 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1SENIOR VP
IRS990/Form990PartVIISectionAGrp/TitleTxt2SENIOR VP
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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 $70,292, FINANCIAL STATEMENTS ADJ ($230,421)
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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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0OIL AND GAS
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd077010
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt088722408
IRS990/TotalAssetsEOYAmt034783734
IRS990/TotalAssetsGrp/BOYAmt088722408
IRS990/TotalAssetsGrp/EOYAmt034783734
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0396521621
IRS990/TotalFunctionalExpensesGrp/TotalAmt0396521621
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt088722408
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt034783734
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0338280318
IRS990/TotalReportableCompFromOrgAmt056600
IRS990/TotalRevenueGrp/ExclusionAmt04462758
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0338280318
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0342743076
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt088722408
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt034783734
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 10316
IRS990/USAddress/CityNm0DES MOINES
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050306
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06025620883
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELL MEDICAL PLAN
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0742200128
ReturnHeader/Filer/PhoneNum06025620883
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 53456 S4101-22G
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085072
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA B STROBEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-13T12:01:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,783,734
Liabilities
$0
Net assets
$34,783,734
Revenue
$342,743,076
Expenses
$396,521,621
Net income
-$53,778,545
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