Nonprofit · EIN 27-4376574
MID-SOUTH SYNERGY CHARITABLE FOUNDATION INC
Tax-exempt · NAVASOTA, TX 77868
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $455,429 | $205,372 | $250,057 | $1,271,304 | $0 | $1,271,304 |
| December 31, 2024 | 990 | $401,935 | $152,743 | $249,192 | $1,024,104 | $2,857 | $1,021,247 |
| December 31, 2023 | 990 | $636,274 | $128,656 | $507,618 | $772,341 | $286 | $772,055 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $408,784
- Program service revenue
- $0
- Investment income
- $46,645
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $200,500
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,657
- Program services (functional)
- $200,500
- Management and general (functional)
- $4,872
Balance sheet and other
- Total assets, start of year
- $1,024,104
- Total assets, end of year
- $1,271,304
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,271,304
- Net assets without donor restrictions
- $1,271,304
- Gross receipts
- $455,429
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2010
- State of legal domicile
- TX
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KERRY KELTON | PRESIDENT Trustee or director, Officer | 1 | $0 | $674,072 | $77,936 |
| MIKE MCDOUGALD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $488,410 | $66,926 |
| ANDREW DALLMEYER | SECRETARY Trustee or director, Officer | 1 | $0 | $445,177 | $60,807 |
| MARSHALL SHIRLEY | CHAIRMAN Trustee or director, Officer | 1 | $0 | $32,685 | $0 |
| STEVE DRIVER | DIRECTOR Trustee or director | 1 | $0 | $28,425 | $0 |
| DENNIS MCWHORTER | DIRECTOR Trustee or director | 1 | $0 | $22,676 | $0 |
| AIMEE PAVELOCK | DIRECTOR Trustee or director | 1 | $0 | $18,450 | $0 |
| PAUL MALEK | DIRECTOR Trustee or director | 1 | $0 | $16,350 | $0 |
| JAMES MORRISON | DIRECTOR Trustee or director | 1 | $0 | $15,425 | $0 |
| RUSSEL WATSON | DIRECTOR Trustee or director | 1 | $0 | $13,675 | $0 |
| KENNETH MCDOUGALD | DIRECTOR Trustee or director | 1 | $0 | $11,625 | $0 |
| RUSSELL MESSECAR | DIRECTOR Trustee or director | 1 | $0 | $11,100 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KERRY KELTON | PRESIDENT Trustee or director, Officer | 1 | $0 | $614,126 | $147,462 |
| MIKE MCDOUGALD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $379,681 | $111,926 |
| ANDREW DALLMEYER | SECRETARY Trustee or director, Officer | 1 | $0 | $396,182 | $91,802 |
| MARSHALL SHIRLEY | CHAIRMAN Trustee or director, Officer | 1 | $0 | $32,761 | $0 |
| STEVE DRIVER | DIRECTOR Trustee or director | 1 | $0 | $29,798 | $0 |
| DENNIS MCWHORTER | DIRECTOR Trustee or director | 1 | $0 | $24,049 | $0 |
| RUSSEL WATSON | DIRECTOR Trustee or director | 1 | $0 | $20,952 | $0 |
| JAMES MORRISON | DIRECTOR Trustee or director | 1 | $0 | $17,844 | $0 |
| AIMEE PAVELOCK | DIRECTOR Trustee or director | 1 | $0 | $15,288 | $0 |
| PAUL MALEK | DIRECTOR Trustee or director | 1 | $0 | $14,872 | $0 |
| KENNETH MCDOUGALD | DIRECTOR Trustee or director | 1 | $0 | $12,403 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KERRY KELTON | PRESIDENT Trustee or director, Officer | 1 | $0 | $565,620 | $130,125 |
| MIKE MCDOUGALD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $310,216 | $93,415 |
| ANDREW DALLMEYER | SECRETARY Trustee or director, Officer | 1 | $0 | $253,812 | $79,285 |
| MARSHALL SHIRLEY | CHAIRMAN Trustee or director, Officer | 1 | $0 | $40,568 | $0 |
| RUSSEL WATSON | DIRECTOR Trustee or director | 1 | $0 | $27,927 | $0 |
| STEVE DRIVER | DIRECTOR Trustee or director | 1 | $0 | $25,768 | $0 |
| DENNIS MCWHORTER | DIRECTOR Trustee or director | 1 | $0 | $24,063 | $0 |
| JAMES MORRISON | DIRECTOR Trustee or director | 1 | $0 | $19,618 | $0 |
| PAUL MALEK | DIRECTOR Trustee or director | 1 | $0 | $14,322 | $0 |
| KENNETH MCDOUGALD | DIRECTOR Trustee or director | 1 | $0 | $11,149 | $0 |
| ROBERT D PIERCE | DIRECTOR Trustee or director | 1 | $0 | $10,670 | $0 |
Address and contacts
- Address (IRS master file)
- 9409 N HWY 6 LOOP, NAVASOTA, TX 77868-0000
- In care of
- % KERRY KELTON
- Principal officer (990 for 2025)
- KERRY KELTON, 9409 N HWY 6 LOOP, NAVASOTA, TX 77868
- Signed the 990
- KERRY KELTON, PRESIDENT
- Phone
- (936) 825-5100
- Return prepared by
- BOLINGER SEGARS GILBERT AND MOSS LLP
Mission
TO AWARD SCHOLARSHIPS TO MEMBERS OF MID-SOUTH ELECTRIC COOPERATIVE AND ASSIST THE LOW INCOME AND NEEDY.
Program accomplishments
- DURING 2025 THE FOUNDATION GRANTED $200,500. THE FOUNDATION AWARDED $125,500 IN GRANTS TO 13 LOCAL CHARITIES AND FOOD BANKS, AND 50 $1,500 COLLEGE SCHOLARSHIPS TOTALING $75,000.Expenses $200,500 · grants $200,500
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 | 990 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
- 27-4376574
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $1,271,304
- Income (IRS master file)
- $455,429
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $455,429 | $205,372 | $1,271,304 | XML |
| 990 | December 2024 | $401,935 | $152,743 | $1,024,104 | XML |
| 990 | December 2023 | $636,274 | $128,656 | $772,341 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-EZ | December 2017 | – | – | – | 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 27-4376574).
Questions about MID-SOUTH SYNERGY CHARITABLE FOUNDATION INC
- What is the EIN of MID-SOUTH SYNERGY CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of MID-SOUTH SYNERGY CHARITABLE FOUNDATION INC is 27-4376574.
- Is MID-SOUTH SYNERGY CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to MID-SOUTH SYNERGY CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MID-SOUTH SYNERGY CHARITABLE FOUNDATION INC 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 MID-SOUTH SYNERGY CHARITABLE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MID-SOUTH SYNERGY CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MID-SOUTH SYNERGY CHARITABLE FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names KERRY KELTON.
- Who are the officers and directors of MID-SOUTH SYNERGY CHARITABLE FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does MID-SOUTH SYNERGY CHARITABLE FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $455,429, expenses of $205,372 and total assets of $1,271,304 at year end.
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