Shelby County Community Health Foundation
- Assets
- $72.1m
- Revenue
- $2.9m
- Investments
- $6.3m
- Employees
- 0
- Location
- Columbiana, AL
- Founding
- 05/1997
- Data as of
- 09/2023
- EIN
- 63-1182558
Organization Overview
Shelby County Community Health Foundation is located in Columbiana, AL. The organization was established in 1997. According to its NTEE Classification (E12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Health Care and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Shelby County Community Health Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2023, Shelby County Community Health Foundation generated $2.9m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (8.0%) each year. All expenses for the organization totaled $3.5m during the year ending 09/2023. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ASSISTED SHELBY COUNTY COMMUNITY BY SUPPLYING FUNDING FOR MIDDLE ALABAMA AREA AGENCY ON AGING, SAFEHOUSE, KID ONE TRANSPORT, SIGHT SAVERS OF ALABAMA, FAMILY CONNECTION, ALABASTER CITY SCHOOLS, SHELBY COUNTY SCHOOLS, PELHAM CITY SCHOOLS, UNIVERSITY OF MONTEVALLO FOUNDATION AND BLANKET FORT HOPE.
ASSISTED THE SHELBY COUNTY COMMUNITY BY SUPPLYING FUNDING TO VARIOUS OTHER ORGANIZATIONS IN THE AREA.
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.
ASSISTED THE SHELBY COUNTY COMMUNITY BY SUPPLYING FUNDING TO CENTRAL ALABAMA WELLNESS, CAHABA VALLEY HEALTH CARE, COMMUNITY OF HOPE HEALTH AND VINEYARD FAMILY SERVICES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Cheryl Naugher President | OfficerTrustee | 0 | $0 |
Major Jay Fondren Representative | Trustee | 0 | $0 |
Eric Jeffries Controller | Trustee | 0 | $0 |
Susan Bria Chief Nursing Officer | Trustee | 0 | $0 |
Phil Burns Chief Operating Officer | Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $2,885,884 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $33,706 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,919,590 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $3,401,593 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $26,700 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $60,150 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $8,672 |
| All other expenses | $0 |
| Total functional expenses | $3,497,285 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $97,296 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $65,693,597 |
| Investments—other securities | $6,325,056 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | -$17,961 |
| Total assets | $72,097,988 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $72,097,988 |
| Total liabilities and net assets/fund balances | $72,097,988 |