LONE STAR CIRCLE OF CARE Charity Report

Public IRS 990 nonprofit record

LONE STAR CIRCLE OF CARE

EIN 74-3001674 · Ambulatory & Primary Health Care (E30)

What they do

LONE STAR CIRCLE of CARE PROVIDES EXCEPTIONAL and ACCESSIBLE PATIENT CENTERED HEALTHCARE for OUR TEXAS NEIGHBORS, FOCUSING ON THE UNDERSERVED.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $86.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders26 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

95.31%of revenue went to mission work86.5% of expenses · Program services

2.84%of revenue went to fundraising2.6% of expenses

$110.21spent for every $100 of revenueSpending was higher than revenue this year.

12.05%of revenue went to management and office costs10.9% of expenses

$0.79in assets for every $1 spent this yearSome assets cannot be spent right away.

31.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $9,415,265 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $563,851 for JONATHAN CALVIN FACHE CPA CMA (CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$92,218,359

Mission workProgram services$87,897,56395.31% of revenue86.5% of expenses

ManagementOffice and general costs$11,114,00312.05% of revenue10.9% of expenses

FundraisingAsking for donations$2,622,0582.84% of revenue2.6% of expenses

Total expenses$101,633,624110.21% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 86.5% mission · 10.9% management · 2.6% fundraisingTotal expenses: 110.21% of revenue

2022Expense mix: 83.6% mission · 14.1% management · 2.3% fundraisingTotal expenses: 92.03% of revenue

2021Expense mix: 86.5% mission · 11.5% management · 2.0% fundraisingTotal expenses: 98.95% of revenue

2020Expense mix: 87.2% mission · 11.0% management · 1.8% fundraisingTotal expenses: 96.10% of revenue

2019Expense mix: 87.3% mission · 10.9% management · 1.8% fundraisingTotal expenses: 97.86% of revenue

2018Expense mix: 87.4% mission · 10.8% management · 1.7% fundraisingTotal expenses: 94.97% of revenue

2017Expense mix: 86.7% mission · 10.6% management · 2.7% fundraisingTotal expenses: 90.36% of revenue

2016Expense mix: 86.2% mission · 10.8% management · 3.0% fundraisingTotal expenses: 91.68% of revenue

Money in and money out

Revenue$92,218,359

Expenses$101,633,624

Annual shortfall $9,415,265 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$87,897,563 · 86.5% of expenses

Management and office costs$11,114,003 · 10.9% of expenses

Fundraising$2,622,058 · 2.6% of expenses

See all reported dollar amounts

Revenue$92,218,359

Expenses$101,633,624

Assets$80,347,274

Income$92,588,413

Contributions$28,746,055

Mission work (program services)$87,897,563

Fundraising$2,622,058

Management and general$11,114,003

Executive compensation (total)$2,060,116

Stocks and bonds$6,059,046

Accounting fees$163,028

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JONATHAN CALVIN FACHE CPA CMACHIEF EXECUTIVE OFFICER · 55 hrs/week $563,851Base $541,350 · Other $22,501

KATHLEEN V BUTLER MD MBA CMQ CPHCHIEF MED OFFICER/CHIEF QUAL OFFICER · 55 hrs/week $443,681Base $426,321 · Other $17,360

BETH THAI MDMD - OB/GYN · 40 hrs/week $440,702Base $432,065 · Other $8,637

ANDREW MAHAFFEY MDVP OF OB/GYN SERVICES · 40 hrs/week $439,285Base $420,070 · Other $19,215

RACHEL PANTOJA MDMD - OB/GYN · 40 hrs/week $430,900Base $415,232 · Other $15,668

HELIO ZAPATA MDMD - OB/GYN · 40 hrs/week $406,743Base $385,479 · Other $21,264

SHAYLA MATTHEWS-JACKSON MDMD - OB/GYN · 40 hrs/week $370,250Base $348,986 · Other $21,264

TILLERY STOUT JDCHIEF ADMIN OFFICER & GEN COUNSEL · 55 hrs/week $350,197Base $331,770 · Other $18,427

MELISSA R VALDEZ MDDIR OF PSYCH & BEHAV HEALTH / CCIO · 55 hrs/week $317,402Base $299,038 · Other $18,364

LINDSEY TIPPIT MHA MSHCTCHIEF OPERATING OFFICER · 55 hrs/week $300,112Base $283,628 · Other $16,484

ADEYOYIN OKUNADE MD FAAFPFAMILY PRACTICE MEDICAL DIRECTOR · 55 hrs/week $292,246Base $269,975 · Other $22,271

RAJ DIWAN DDS MAGD MBADIRECTOR OF DENTAL SERVICES · 55 hrs/week $253,456Base $239,516 · Other $13,940

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (26)

JONATHAN CALVIN FACHE CPA CMACHIEF EXECUTIVE OFFICER

KATHLEEN V BUTLER MD MBA CMQ CPHCHIEF MED OFFICER/CHIEF QUAL OFFICER

BETH THAI MDMD - OB/GYN

ANDREW MAHAFFEY MDVP OF OB/GYN SERVICES

RACHEL PANTOJA MDMD - OB/GYN

HELIO ZAPATA MDMD - OB/GYN

SHAYLA MATTHEWS-JACKSON MDMD - OB/GYN

TILLERY STOUT JDCHIEF ADMIN OFFICER & GEN COUNSEL

MELISSA R VALDEZ MDDIR OF PSYCH & BEHAV HEALTH / CCIO

LINDSEY TIPPIT MHA MSHCTCHIEF OPERATING OFFICER

ADEYOYIN OKUNADE MD FAAFPFAMILY PRACTICE MEDICAL DIRECTOR

RAJ DIWAN DDS MAGD MBADIRECTOR OF DENTAL SERVICES

BRANDON TEENIER CPAFORMER CFO (THRU 10/2023)

RODOLFO SZOKE CHCIO CDHE CSM CSPOCHIEF INFORMATION OFFICER

SASHA BULKLEYBOARD MEMBER

RUDY METAYERBOARD MEMBER - SECRETARY

SCOTT ALARCONBOARD MEMBER - TREASURER

STEVE PENABOARD MEMBER - CHAIR

MARK SCHROEDERBOARD MEMBER

ROLAND VALLEBOARD MEMBER

NICHOLE COOKCFO (START 8/2024)

JOHN GUSTAINISBOARD MEMBER

JO CARCEDOBOARD MEMBER

JACK HUNNICUTTBOARD MEMBER

ELIZABETH JOHNSONBOARD MEMBER - VICE PRESIDENT

ALTON MCCALLUMBOARD MEMBER

About this charity

Recognized since: January 2001
Location: 2423 WILLIAMS DR STE 107, GEORGETOWN, TX 78628-3269
County: Williamson
In care of: % JON CALVIN - CEO
Primary officer: NICHOLE COOK, CHIEF FINANCIAL OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(877) 800-5722

Filing and classification

Latest tax year: 2023
Tax period began: December 1, 2023
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: Ambulatory & Primary Health Care (E30)
IRS tax category: Ambulatory & Primary Health Care