Nonprofit · EIN 43-1696258
PHELPS COUNTY HOSPITAL FOUNDATION
Also known as PHELPS HEALTH FOUNDATION
Tax-exempt · ROLLA, MO 65401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,048,292 | $519,896 | $528,396 | $2,050,741 | $357,587 | $1,693,154 |
| December 31, 2023 | 990 | $768,017 | $673,712 | $94,305 | $1,468,605 | $368,928 | $1,099,677 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,038,007
- Program service revenue
- $0
- Investment income
- $24,619
- Net gain from sales of assets
- $19,110
- Net income from fundraising events
- -$14,334
- Other revenue
- -$14,334
Expenses
- Grants and similar amounts paid
- $218,605
- Compensation of officers, directors and key employees
- $116,793
- Other salaries and wages
- $126,406
- Salaries, compensation and benefits (total)
- $274,619
- Professional fundraising fees
- $0
- Accounting fees
- $6,950
- Depreciation
- $1,200
- Program services (functional)
- $283,490
- Management and general (functional)
- $128,017
- Fundraising (functional)
- $108,389
Balance sheet and other
- Total assets, start of year
- $1,468,605
- Total assets, end of year
- $2,050,741
- Total liabilities, end of year
- $357,587
- Net assets, end of year
- $1,693,154
- Land, buildings and equipment
- $8,377
- Net assets without donor restrictions
- $1,693,154
- Gross receipts
- $1,846,672
- Employees
- 3
- Volunteers
- 63
- Year formed
- 1994
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHRISTOPHER R SPENCER | PRESIDENT Trustee or director, Officer | 1 | $0 | $1,179,811 | $61,946 |
| JASON L SHENEFIELD | EX-OFFICIO MEMBER / CEO Trustee or director, Officer | 1 | $0 | $648,316 | $69,334 |
| KERI S BROOKSHIRE-HEAVIN | EX-OFFICIO MEMBER / CNO / COO Trustee or director | 1 | $0 | $368,037 | $46,319 |
| JANA COOK | EX-OFFICIO MEMBER / CFO Trustee or director, Officer | 1 | $0 | $345,671 | $63,669 |
| JOHN MONEY | EX-OFFICIO SR VP HR / PHILANTHROPY Trustee or director, Officer | 8 | $0 | $253,356 | $51,253 |
| PAIGE MARSOLAIS-HEITMAN | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $96,678 | $0 | $20,115 |
| Andrew Miller | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Cindy Beger | Vice President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Ron Wilkerson | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Bennie Cook | Board Member BEG 05/2024 Trustee or director | 1 | $0 | $0 | $0 |
| Bobbie Stiritz | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Buz Harvey | Board Member END 06/2024 Trustee or director | 1 | $0 | $0 | $0 |
| Carrie Snider | Board Member BEG 05/2024 Trustee or director | 1 | $0 | $0 | $0 |
| Dick Elgin | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Don Mayhew | Board Member Trustee or director | 1 | $0 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ernie Kost | Board Member Trustee or director | 1 | $0 |
| Jackie Farris | Board Member Trustee or director | 1 | $0 |
| Jessica Beucler | Board Member Trustee or director | 1 | $0 |
| Joe Polizzi | Board Member Trustee or director | 1 | $0 |
| Joy Tucker | Board Member Trustee or director | 1 | $0 |
| Joyce Thomas | Board Member Trustee or director | 1 | $0 |
| Kathy Brown | Board Member Trustee or director | 1 | $0 |
| Matt Keyes | Board Member END 05/2024 Trustee or director | 1 | $0 |
| Ron Copeland | Board Member Trustee or director | 1 | $0 |
| Sammy Auxier Jr | Board Member Trustee or director | 1 | $0 |
| Steve Davis | Board Member END 05/2024 Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 28 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHRISTOPHER R SPENCER | PRESIDENT Trustee or director, Officer | 1 | $0 | $1,206,592 | $61,143 |
| JASON L SHENEFIELD | EX-OFFICIO MBR/CEO Trustee or director, Officer | 1 | $0 | $459,323 | $65,307 |
| KERI S BROOKSHIRE-HEAVIN | EX-OFFICIO MEMBER/CNO/COO Trustee or director | 1 | $0 | $347,077 | $44,363 |
| JANA COOK | EX-OFFICIO MEMBER/CFO Trustee or director, Officer | 1 | $0 | $312,703 | $61,614 |
| JOHN MONEY | EX-OFFICIO SR VP HR/PHILAN Trustee or director, Officer | 8 | $0 | $237,087 | $42,959 |
| Marsha Wayman | Executive Director Trustee or director, Officer | 40 | $0 | $96,963 | $24,653 |
| STEVE DAVIS | BOARD MEMBER Trustee or director | 1 | $0 | $49,569 | $2,820 |
| ANDREW MILLER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DR RON WILKERSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JESSICA BEUCLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SAMMY AUXIER JR | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOY TUCKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ERNIE KOST | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BRENNA WEINBAUM | BOARD MEMBER END 2/2023 Trustee or director | 1 | $0 | $0 | $0 |
| CINDY A BEGER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFF TURNBOUGH | BOARD MEMBER END 2/2023 Trustee or director | 1 | $0 | $0 | $0 |
| BUZZ HARVEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MATT KEYES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BOBBIE STIRITZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DICK ELGIN | BOARD MEMBER BEG 8/2023 Trustee or director | 1 | $0 | $0 | $0 |
| KATHY BROWN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RON COPELAND | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JACKIE FARRIS | BOARD MEMBER BEG 10/2023 Trustee or director | 1 | $0 | $0 | $0 |
| DON MAYHEW | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOYCE THOMAS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAVID SELZER | BOARD MEMBER END 1/2023 Trustee or director | 1 | $0 | $0 | $0 |
| JOE POLIZZI | BOARD MEMBER BEG 8/2023 Trustee or director | 1 | $0 | $0 | $0 |
| BOB DESAI | BOARD MEMBER END 1/2023 Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 W 10TH ST, ROLLA, MO 65401-2905
- In care of
- % JANA COOK
- Principal officer (990 for 2024)
- JASON SHENEFIELD, 1000 WEST 10TH STREET, ROLLA, MO 65401
- Signed the 990
- JASON SHENEFIELD, CEO
- Phone
- (573) 364-8899
- Website
- WWW.PHELPSHEALTH.COM
- Return prepared by
- Forvis Mazars LLP
Mission
OUR MISSION IS TO SERVE AS THE PHILANTHROPIC ORGANIZATION THAT FACILITATES CHARITABLE DONATIONS TO SUPPORT AND ASSIST THE MISSION OF PHELPS HEALTH TO IMPROVE THE HEALTH AND WELLNESS OF PEOPLE IN OUR REGION.
Program accomplishments
- THE ORGANIZATION FACILITATES CHARITABLE DONATIONS TO HELP SUPPORT THE MISSION AND ACTIVITIES OF PHELPS HEALTH. CONTRIBUTIONS ARE RECEIVED BY THE ORGANIZATION AND DISTRIBUTED TO PHELPS HEALTH FOR USE IN ITS MISSION TO IMPROVE THE HEALTH AND WELLNESS OF PEOPLE IN OUR REGION.Expenses $283,490 · grants $218,605
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 43-1696258
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S50Z)
- Assets (IRS master file)
- $2,050,741
- Income (IRS master file)
- $1,846,672
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,048,292 | $519,896 | $2,050,741 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $768,017 | $673,712 | $1,468,605 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $728,311 | $428,055 | $1,358,864 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 43-1696258).
Questions about PHELPS COUNTY HOSPITAL FOUNDATION
- What is the EIN of PHELPS COUNTY HOSPITAL FOUNDATION?
- The employer identification number (EIN) of PHELPS COUNTY HOSPITAL FOUNDATION is 43-1696258.
- Is PHELPS COUNTY HOSPITAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to PHELPS COUNTY HOSPITAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHELPS COUNTY 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 PHELPS COUNTY HOSPITAL FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHELPS COUNTY HOSPITAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of PHELPS COUNTY HOSPITAL FOUNDATION?
- The 990 for the year ended December 31, 2024 names JASON SHENEFIELD.
- Who are the officers and directors of PHELPS COUNTY HOSPITAL FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 26 people; 1 received compensation from the organization.
- How much revenue does PHELPS COUNTY HOSPITAL FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,048,292, expenses of $519,896 and total assets of $2,050,741 at year end.
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All nonprofits in ROLLA · Missouri · Community improvement and capacity building