Nonprofit · EIN 43-1356176
LIBERTY HOSPITAL FOUNDATION
Tax-exempt · LIBERTY, MO 64068
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $773,389 | $1,000,687 | -$227,298 | $6,538,620 | $361,699 | $6,176,921 |
| June 30, 2024 | 990 | $2,371,334 | $2,704,111 | -$332,777 | $6,373,605 | $329,936 | $6,043,669 |
| June 30, 2023 | 990 | $1,285,417 | $1,383,693 | -$98,276 | $7,468,401 | $687,886 | $6,780,515 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $572,473
- Program service revenue
- $0
- Investment income
- $299,300
- Net gain from sales of assets
- $156,276
- Net income from fundraising events
- -$99,044
- Net income from sales of inventory
- $475
- Other revenue
- -$98,384
Expenses
- Grants and similar amounts paid
- $210,938
- Compensation of officers, directors and key employees
- $167,465
- Other salaries and wages
- $330,938
- Salaries, compensation and benefits (total)
- $560,590
- Professional fundraising fees
- $0
- Accounting fees
- $17,600
- Occupancy
- $42,697
- Depreciation
- $1,972
- Program services (functional)
- $612,493
- Management and general (functional)
- $221,202
- Fundraising (functional)
- $166,992
Balance sheet and other
- Total assets, start of year
- $6,373,605
- Total assets, end of year
- $6,538,620
- Total liabilities, end of year
- $361,699
- Net assets, end of year
- $6,176,921
- Land, buildings and equipment
- $8,013
- Publicly traded securities
- $4,497,924
- Net assets without donor restrictions
- $5,859,340
- Net assets with donor restrictions
- $317,581
- Gross receipts
- $3,062,039
- Employees
- 4
- Volunteers
- 600
- Year formed
- 1984
- State of legal domicile
- MO
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 |
|---|---|---|---|
| MICHAEL RUSSELL | EXECUTIVE DIRECTOR Officer | 40 | $167,609 |
| SHAWN BARBER | PRESIDENT Trustee or director, Officer | 5 | $0 |
| BEAU BROUSSARD | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| STEPHANIE GREEN | PAST PRESIDENT Trustee or director, Officer | 5 | $0 |
| KATELYN PEREGRINE | SECRETARY Trustee or director, Officer | 5 | $0 |
| DAVID FEESS | TREASURER Trustee or director, Officer | 5 | $0 |
| JEFF BENNETT | TRUSTEE Trustee or director | 0 | $0 |
| GRETCHEN BRITT | TRUSTEE Trustee or director | 0 | $0 |
| CJ BURKS | TRUSTEE Trustee or director | 0 | $0 |
| CHAD FLEMING | TRUSTEE Trustee or director | 0 | $0 |
| JESSIE FULLINWIDER | TRUSTEE Trustee or director | 0 | $0 |
| VICKI HAAS | TRUSTEE Trustee or director | 0 | $0 |
| JOHN HENRICHS | TRUSTEE Trustee or director | 0 | $0 |
| ETHAN HOLLOWAY | TRUSTEE Trustee or director | 0 | $0 |
| NICOLE JENKINS | TRUSTEE Trustee or director | 0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANE MARTIN | TRUSTEE Trustee or director | 0 | $0 |
| KELLY PATTON | TRUSTEE Trustee or director | 0 | $0 |
| ETHAN STARK | TRUSTEE Trustee or director | 0 | $0 |
| JODI SUNDARAM | TRUSTEE Trustee or director | 0 | $0 |
| MARIO USERA | TRUSTEE Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL C RUSSELL | EXECUTIVE DIRECTOR Officer | 40 | $153,725 |
| RACHEL CALDWELL-MULLINS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| STEPHANIE GREEN | PRESIDENT ELECT Trustee or director, Officer | 5 | $0 |
| JODI SUNDARAM | BOARD MEMBER Trustee or director | 0.5 | $0 |
| CHAD FLEMING | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ETHAN HOLLOWAY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| CJ BURKS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| TROY DIETRICH | BOARD MEMBER Trustee or director | 0.5 | $0 |
| VICKI HAAS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| SHAWN BARBER | TRUSTEE Trustee or director | 0.5 | $0 |
| MICHAEL PATTON | TREASURER Trustee or director, Officer | 5 | $0 |
| JOE EDMONDSON | PRESIDENT Trustee or director, Officer | 5 | $0 |
| DANIEL FORBES | PAST PRESIDENT Trustee or director, Officer | 5 | $0 |
| KATELYN PEREGRINE | SECRETARY Trustee or director, Officer | 5 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL C RUSSELL | INCOMING EXECUTIVE DIRECTOR Officer | 40 | $54,524 | $0 |
| MIDORI CARPENTER | OUTGOING EXECUTIVE DIRECTOR Officer | 40 | $18,241 | $485 |
| RACHEL CALDWELL-MULLINS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MICHAEL PATTON | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| STEPHANIE GREEN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JODI SUNDARAM | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JOE EDMONDSON | PRESIDENT ELECT Trustee or director, Officer | 5 | $0 | $0 |
| ELIZABETH THORPE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DANIEL FORBES | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| KARI JO THOMANN BEAR | PAST PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| KATELYN PEREGRINE | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| CJ BURKS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| TROY DIETRICH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| VICKI HAAS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2525 GLENN HENDREN DR, LIBERTY, MO 64068-9625
- In care of
- % MARK BERTRAND
- Principal officer (990 for 2024)
- JUSTIN LEE, 2525 GLEN HENDREN DRIVE, LIBERTY, MO 64068
- Signed the 990
- JUSTIN LEE, ADMINISTRATOR
- Phone
- (816) 792-7014
- Return prepared by
- KELLER & OWENS LLC
Mission
THE LIBERTY HOSPITAL FOUNDATION SUPPORTS PATIENTS, INDIVIDUALS, FAMILIES, AND EMPLOYEES IN THE LIBERTY HOSPITAL COMMUNITY BY CREATING, FUNDING, AND PROMOTING PROGRAMS THAT IMPROVE HEALTH, EDUCATION, WELLNESS, AND CARE.
Program accomplishments
- TREEHOUSE AT UKHS-LIBERTY - SINCE 2005, OVER 49,000 PATIENTS AND FAMILIES STAYED AT THE TREEHOUSE. THE TREEHOUSE IS A HOSPITALITY HOUSE THAT IS LOCATED ON UKHS-LIBERTY'S MAIN CAMPUS. THANKS TO THE ONGOING GENEROSITY OF INDIVIDUAL DONORS, THIS ONE-OF-A-KIND HOSPITALITY HOUSE CONTINUES TO PROVIDE COMFORTABLE, PEACEFUL LODGING CLOSE TO UKHS-LIBERTY, REGARDLESS OF A GUEST'S ABILITY TO PAY.Expenses $299,222 · grants $100,608
- THE PATIENT ASSISTANCE PROGRAM ENCOMPASSES THE FOUNDATION'S PRIMARY HEALTH CARE INITIATIVES. THE MEDICATION ASSISTANCE PROGRAM (MAP), ESTABLISHED IN 2014, PROVIDES PATIENTS WITH RESOURCES TO HELP FIND AFFORDABLE, LIFE-SUSTAINING MEDICATIONS AND ESTABLISHES PRIMARY CARE PHYSICIANS TO SUPPORT THEIR LONG-TERM HEALTH. THE PROGRAM HAS EXPANDED TO PROVIDE ADDITIONAL TRANSPORTATION AND HOME HEALTH RESOURCES FOR PATIENTS ACROSS THE LIBERTY HOSPITAL AFFILIATED CLINICS AND PHYSICIAN PRACTICES. IN 2024, 998 RIDES WERE PROVIDED TO PATIENTS TO ENSURE THEIR CONTINUED CARE AND TREATMENT AT UKHS-LIBERTY. THE PROGRAM ALSO HOUSES THE STUDENT ASSISTANCE PROGRAM WHICH ALLOWS LIBERTY PUBLIC SCHOOLS TO PROVIDE VOUCHERS TO UNDERINSURED OR UNINSURED STUDENTS IN NEED OF ACUTE CARE AND PHYSICALS.Expenses $248,578 · grants $83,580
- THE HUGHES FAMILY ASSISTANCE FUND WAS ESTABLISHED IN 2012 TO PROVIDE RELIEF TO UKHS-LIBERTY EMPLOYEES FACING TIMES OF UNEXPECTED CRISIS. TO DATE THE FUND HAS PROVIDED OVER 230 FAMILIES WITH OVER $225,000 IN ASSISTANCE. THROUGH THE EMPLOYEE GIVING CAMPAIGN, THIS FUND WILL CONTINUE TO BE SUSTAINED THROUGH THE ONGOING DONATIONS FROM FELLOW HOSPITAL EMPLOYEES.Expenses $64,693 · grants $26,750 · revenue $15,525
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
- 43-1356176
- 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
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,538,620
- Income (IRS master file)
- $3,062,039
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $773,389 | $1,000,687 | $6,538,620 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $2,371,334 | $2,704,111 | $6,373,605 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $1,285,417 | $1,383,693 | $7,468,401 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $1,188,768 | $841,883 | $6,701,890 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
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 43-1356176).
Questions about LIBERTY HOSPITAL FOUNDATION
- What is the EIN of LIBERTY HOSPITAL FOUNDATION?
- The employer identification number (EIN) of LIBERTY HOSPITAL FOUNDATION is 43-1356176.
- Is LIBERTY HOSPITAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to LIBERTY HOSPITAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIBERTY HOSPITAL 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 LIBERTY HOSPITAL 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 LIBERTY HOSPITAL 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 LIBERTY HOSPITAL FOUNDATION?
- The 990 for the year ended June 30, 2025 names JUSTIN LEE.
- Who are the officers and directors of LIBERTY HOSPITAL FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 20 people; 1 received compensation from the organization, the highest $167,609 (MICHAEL RUSSELL, EXECUTIVE DIRECTOR).
- How much revenue does LIBERTY HOSPITAL FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $773,389, expenses of $1,000,687 and total assets of $6,538,620 at year end.
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