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Nonprofit · EIN 63-1182558

SHELBY COUNTY COMMUNITY HEALTH FOUNDATION

Tax-exempt · COLUMBIANA, AL 35051

Financials

$2.9M$3.5M2022$2.7M$3.6M2023$6M$3.8M2024
Revenue Expenses · by fiscal year end
Financials of SHELBY COUNTY COMMUNITY HEALTH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$6,026,763$3,759,244$2,267,519$86,669,540$0$86,669,540
September 30, 2024990$2,738,422$3,573,505-$835,083$81,612,712$0$81,612,712
September 30, 2023990$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.

NameTitleHours / weekCompensation
PHIL BURNSPRESIDENT
Trustee or director, Officer
0$0
MAJOR JAY FONDRENREPRESENTATIVE
Trustee or director
0$0
ERIC JEFFRIESCONTROLLER
Trustee or director
0$0
MINDY DENTMANAGER
Trustee or director
0$0
990 for the year ended September 30, 2024: 4 people
NameTitleHours / weekCompensation
PHIL BURNSPRESIDENT
Trustee or director, Officer
0$0
MAJOR JAY FONDRENREPRESENTATIVE
Trustee or director
0$0
ERIC JEFFRIESCONTROLLER
Trustee or director
0$0
SUSAN BRIACHIEF NURSING OFFICER
Trustee or director
0$0
990 for the year ended September 30, 2023: 5 people
NameTitleHours / weekCompensation
CHERYL NAUGHERPRESIDENT
Trustee or director, Officer
0$0
MAJOR JAY FONDRENREPRESENTATIVE
Trustee or director
0$0
ERIC JEFFRIESCONTROLLER
Trustee or director
0$0
SUSAN BRIACHIEF NURSING OFFICER
Trustee or director
0$0
PHIL BURNSCHIEF 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.

990 for the year ended September 30, 2025

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 yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 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

FormYear endedRevenueExpensesAssetsReturn
990September 2025$6,026,763$3,759,244$86,669,540XML
990September 2024$2,738,422$3,573,505$81,612,712XML
990September 2023$2,919,590$3,497,285$72,097,988XML
990September 2022$6,128,346$3,156,014$69,974,253IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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.

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