Nonprofit · EIN 27-2884584
SAINT JOSEPH- MOUNT STERLING FOUNDATION
Tax-exempt · PHOENIX, AZ 85013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $491,987 | $803,051 | -$311,064 | $9,697,471 | $625,731 | $9,071,740 |
| June 30, 2024 | 990 | $447,438 | $705,842 | -$258,404 | $9,675,767 | $703,111 | $8,972,656 |
| June 30, 2023 | 990 | $534,439 | $185,894 | $348,545 | $8,371,762 | $252,607 | $8,119,155 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $101,030
- Program service revenue
- $0
- Investment income
- $390,957
- Net gain from sales of assets
- $223,639
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $676,929
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $676,929
- Management and general (functional)
- $112,500
- Fundraising (functional)
- $13,622
Balance sheet and other
- Total assets, start of year
- $9,675,767
- Total assets, end of year
- $9,697,471
- Total liabilities, end of year
- $625,731
- Net assets, end of year
- $9,071,740
- Net assets without donor restrictions
- $4,772,758
- Net assets with donor restrictions
- $4,298,982
- Gross receipts
- $491,987
- Employees
- 0
- Volunteers
- 17
- Year formed
- 2010
- State of legal domicile
- KY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MATT GRIMSHAW | MARKET PRESIDENT Trustee or director | 1 | $0 | $873,241 | $80,824 |
| CHRISTY SPITSER | INTERIM MKT. PRES (THROUGH 12/2024)/MKT VP CFO Trustee or director, Officer | 1 | $0 | $501,812 | $49,363 |
| BENJAMIN NELTNER MD | BOARD MEMBER/PHYSICIAN Trustee or director | 1 | $0 | $265,261 | $46,226 |
| K DELAINE THIEL | MARKET VP, PHILANTHROPY Trustee or director, Officer | 10 | $0 | $210,760 | $18,882 |
| KATHY ARMS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANNA-RICHELLE BACH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ANN BRYANT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PAUL CHARTIER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LARRY COWGILL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JAKOB DUERSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JANET EVANS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARGARET GRAY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JULIA K HALL | BOARD MEMBER (THROUGH 10/2024) Trustee or director | 1 | $0 | $0 | $0 |
| WENDY HECHEMY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JESSE HODGSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALICIA KAZEE | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID MAYO | BOARD MEMBER Trustee or director | 1 | $0 |
| KRISTIN FORD MILAM | BOARD MEMBER Trustee or director | 1 | $0 |
| TRACY PEARCE | BOARD MEMBER Trustee or director | 1 | $0 |
| ALLISON BOONE PORTEUS | BOARD MEMBER (THROUGH 2/2025) Trustee or director | 1 | $0 |
| AMY SMITH-CISSELL | BOARD MEMBER Trustee or director | 1 | $0 |
| EDWARD STANKO | BOARD MEMBER Trustee or director | 1 | $0 |
| SHERRY TAUL | BOARD MEMBER Trustee or director | 1 | $0 |
| ALAN VANARSDALL | TREASURER Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANTHONY HOUSTON | MARKET CEO (THRU 6/17/24) Trustee or director | 1 | $0 | $1,247,727 | $56,741 |
| CHRISTY SPITSER | INTERIM REG. PRES/TREASURER/MKT VP Trustee or director, Officer | 1 | $0 | $422,813 | $50,157 |
| LESLIE SMART | FORMER PRESIDENT FOUNDATIONS Former | 0 | $0 | $439,798 | $14,815 |
| K DELAINE THIEL | MARKET VP, PHILANTHROPY Trustee or director, Officer | 10 | $0 | $171,096 | $6,318 |
| JESSE HODGSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REBECCA MORTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TRACY PEARCE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SHERRY TAUL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RICHELLE BACH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LARRY COWGILL | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATHY ARMS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ALAN VANARSDALL | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANTHONY HOUSTON | MARKET CEO Trustee or director | 1 | $0 | $1,023,936 | $52,292 |
| CHRISTY SPITSER | MKT VP - CFO Officer | 1 | $0 | $350,550 | $48,674 |
| LESLIE SMART | PRESIDENT FOUNDATIONS (PARTIAL YEAR) Trustee or director, Officer | 10 | $0 | $357,418 | $18,791 |
| K DELAINE THIEL | INTERIM VICE PRESIDENT, PHILANTHROPY Trustee or director, Officer | 10 | $0 | $51,133 | $68 |
| JOSH COFFMAN | BOARD MEMBER (PARTIAL YEAR) Trustee or director | 1 | $0 | $0 | $0 |
| JESSE HODGSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JANET LEWIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| REBECCA MORTON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TRACY PEARCE | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHERRY TAUL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RICHELLE BACH | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3033 N 3RD AVE, PHOENIX, AZ 85013-4447
- In care of
- % JENNY LEWIS-WHALEN
- Principal officer (990 for 2024)
- K DELAINE THIEL, 3033 N 3RD AVE, PHOENIX, AZ 85013
- Signed the 990
- K DELAINE THIEL, MARKET VP PHILANTHROPY
- Phone
- (859) 313-1000
- 990-N for 2009 filed under this EIN
- Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: Saint Joseph- Mount Sterling Foundation, 255 Falcon Drive, Mount Sterling KY 40353. Mailing address: 255 Falcon Drive, Mount Sterling KY 40353.
- Return prepared by
- COMMONSPIRIT HEALTH
Mission
AS AN AFFILIATE OF COMMONSPIRIT HEALTH, WE MAKE THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.
Program accomplishments
- SAINT JOSEPH MOUNT STERLING FOUNDATION PROVIDES SUPPORT FOR SEVERAL OUTREACH PROGRAMS AND SERVICES INCLUDING: VIOLENCE PREVENTION, PATIENT FAMILY ASSISTANCE, EMPLOYEE FINANCIAL ASSISTANCE, AND OTHER PROGRAMS, WHICH ENHANCE PATIENT CARE, FUND LEADING EDGE MEDICAL RESEARCH, SUPPORT EDUCATION OF HEALTH PROFESSIONALS, AND IMPROVE ACCESS TO HEALTH.Expenses $676,929 · grants $676,929
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-2884584
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E112)
- Assets (IRS master file)
- $9,697,471
- Income (IRS master file)
- $491,987
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $491,987 | $803,051 | $9,697,471 | IRS |
| 990 | June 2024 | $447,438 | $705,842 | $9,675,767 | IRS |
| 990 | June 2023 | $534,439 | $185,894 | $8,371,762 | XML |
| 990 | June 2022 | $312,907 | $181,025 | $8,467,433 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2009 Officer: Saint Joseph- Mount Sterling Foundation Filed under this EIN, most likely by a chapter or affiliate | June 30, 2010 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-2884584).
Questions about SAINT JOSEPH- MOUNT STERLING FOUNDATION
- What is the EIN of SAINT JOSEPH- MOUNT STERLING FOUNDATION?
- The employer identification number (EIN) of SAINT JOSEPH- MOUNT STERLING FOUNDATION is 27-2884584.
- Is SAINT JOSEPH- MOUNT STERLING FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to SAINT JOSEPH- MOUNT STERLING FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAINT JOSEPH- MOUNT STERLING FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAINT JOSEPH- MOUNT STERLING FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAINT JOSEPH- MOUNT STERLING FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SAINT JOSEPH- MOUNT STERLING FOUNDATION?
- The 990 for the year ended June 30, 2025 names K DELAINE THIEL.
- Who are the officers and directors of SAINT JOSEPH- MOUNT STERLING FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 24 people; 0 received compensation from the organization.
- How much revenue does SAINT JOSEPH- MOUNT STERLING FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $491,987, expenses of $803,051 and total assets of $9,697,471 at year end.
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