Nonprofit · EIN 63-1182558
SHELBY COUNTY COMMUNITY HEALTH FOUNDATION
Tax-exempt · COLUMBIANA, AL 35051
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $6,026,763 | $3,759,244 | $2,267,519 | $86,669,540 | $0 | $86,669,540 |
| September 30, 2024 | 990 | $2,738,422 | $3,573,505 | -$835,083 | $81,612,712 | $0 | $81,612,712 |
| September 30, 2023 | 990 | $2,919,590 | $3,497,285 | -$577,695 | $72,097,988 | $0 | $72,097,988 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $6,026,763
- Net gain from sales of assets
- $3,438,883
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,669,488
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $20,150
- Program services (functional)
- $3,669,488
- Management and general (functional)
- $89,756
Balance sheet and other
- Total assets, start of year
- $81,612,712
- Total assets, end of year
- $86,669,540
- Total liabilities, end of year
- $0
- Net assets, end of year
- $86,669,540
- Publicly traded securities
- $78,901,002
- Gross receipts
- $11,198,947
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1996
- State of legal domicile
- AL
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHIL BURNS | PRESIDENT Trustee or director, Officer | 0 | $0 |
| MAJOR JAY FONDREN | REPRESENTATIVE Trustee or director | 0 | $0 |
| ERIC JEFFRIES | CONTROLLER Trustee or director | 0 | $0 |
| MINDY DENT | MANAGER Trustee or director | 0 | $0 |
990 for the year ended September 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHIL BURNS | PRESIDENT Trustee or director, Officer | 0 | $0 |
| MAJOR JAY FONDREN | REPRESENTATIVE Trustee or director | 0 | $0 |
| ERIC JEFFRIES | CONTROLLER Trustee or director | 0 | $0 |
| SUSAN BRIA | CHIEF NURSING OFFICER Trustee or director | 0 | $0 |
990 for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHERYL NAUGHER | PRESIDENT Trustee or director, Officer | 0 | $0 |
| MAJOR JAY FONDREN | REPRESENTATIVE Trustee or director | 0 | $0 |
| ERIC JEFFRIES | CONTROLLER Trustee or director | 0 | $0 |
| SUSAN BRIA | CHIEF NURSING OFFICER Trustee or director | 0 | $0 |
| PHIL BURNS | CHIEF OPERATING OFFICER Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 200 WEST COLLEGE STREET, COLUMBIANA, AL 35051-9702
- Principal officer (990 for 2024)
- PHIL BURNS, 200 WEST COLLEGE STREET, COLUMBIANA, AL 35051
- Signed the 990
- PHIL BURNS, PRESIDENT
- Phone
- (205) 670-6999
- Return prepared by
- SMITH & HOWARD ADVISORY LLC
Mission
TO INVEST IN THE DEVELOPMENT AND SUPPORT OF PROGRAMS THAT IMPROVE THE HEALTH AND WELL BEING OF PEOPLE AND COMMUNITIES IN SHELBY COUNTY, TO ENCOURAGE INCREASED EFFICIENCY AND QUALITY OF HEALTH SERVICES AND PROVIDE FUNDING FOR CITIZEN HEALTH CARE NEEDS PREVIOUSLY SUPPORTED BY THE COUNTY.
Program accomplishments
- ASSISTED SHELBY COUNTY COMMUNITY BY SUPPLYING FUNDING FOR THE SAFEHOUSE OF SHELBY COUNTY, KID ONE TRANSPORT, SIGHT SAVERS OF ALABAMA, FAMILY CONNECTION, ALABASTER CITY SCHOOLS, PELHAM CITY SCHOOLS AND BLANKET FORT HOPE, GREATER SHELBY EDUCATION FOUNDATION.Expenses $399,030 · grants $399,030
- ASSISTED THE SHELBY COUNTY COMMUNITY BY SUPPLYING FUNDING AGENCIES WITH THE COSTS OF INMATE HEATLH CARE AND CORRECTIONS, AS WELL AS SUPPORT TO EMS UNITS.Expenses $2,519,758 · grants $2,519,758
- ASSISTED THE SHELBY COUNTY COMMUNITY BY SUPPLYING FUNDING TO CENTRAL ALABAMA WELLNESS, CAHABA VALLEY HEALTH CARE, COMMUNITY OF HOPE HEALTH, CHILLTON SHELBY MENTAL HEALTH AND VINEYARD FAMILY SERVICES.Expenses $478,450 · grants $478,450
- ASSISTED THE SHELBY COUNTY COMMUNITY BY SUPPLYING FUNDING TO VARIOUS OTHER ORGANIZATIONS IN THE AREA.Expenses $272,250 · grants $272,250
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 63-1182558
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1997
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E120)
- Assets (IRS master file)
- $86,669,540
- Income (IRS master file)
- $11,198,947
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $6,026,763 | $3,759,244 | $86,669,540 | XML |
| 990 | September 2024 | $2,738,422 | $3,573,505 | $81,612,712 | XML |
| 990 | September 2023 | $2,919,590 | $3,497,285 | $72,097,988 | XML |
| 990 | September 2022 | $6,128,346 | $3,156,014 | $69,974,253 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 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 63-1182558).
Questions about SHELBY COUNTY COMMUNITY HEALTH FOUNDATION
- What is the EIN of SHELBY COUNTY COMMUNITY HEALTH FOUNDATION?
- The employer identification number (EIN) of SHELBY COUNTY COMMUNITY HEALTH FOUNDATION is 63-1182558.
- Is SHELBY COUNTY COMMUNITY HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to SHELBY COUNTY COMMUNITY HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SHELBY COUNTY COMMUNITY HEALTH 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 SHELBY COUNTY COMMUNITY HEALTH FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHELBY COUNTY COMMUNITY HEALTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of SHELBY COUNTY COMMUNITY HEALTH FOUNDATION?
- The 990 for the year ended September 30, 2025 names PHIL BURNS.
- Who are the officers and directors of SHELBY COUNTY COMMUNITY HEALTH FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SHELBY COUNTY COMMUNITY HEALTH FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $6,026,763, expenses of $3,759,244 and total assets of $86,669,540 at year end.
Other nonprofits in COLUMBIANA
- SOUTH EAST SHELBY COUNTY EMERGENCY MEDICAL RESCUE INC EIN 31-1583285 · last filed 990 for 2025
- CHURCH AND COMMUNITY MINISTRIES OF THE SHELBY BAPTIST ASSOCIATION INC EIN 72-1583037 · last filed 990 for 2024
- HUMANE SOCIETY OF SHELBY COUNTY EIN 63-0817987 · last filed 990 for 2025
- BLANKET FORT HOPE EIN 47-2859137 · last filed 990 for 2025
- SHELBY COUNTY CHILDRENS ADVOCACY CENTER INC EIN 63-1096608 · last filed 990 for 2025
- TRANSFORMATION MINISTRIES EIN 80-0478769 · last filed 990 for 2025
- SHELBY COUNTY ARTS COUNCIL EIN 20-2233809 · last filed 990 for 2024
- EQUINE SPORTS COUNCIL FOUNDATION EIN 99-2912410 · last filed 990 for 2026