UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC Charity Report

Public IRS 990 nonprofit record

UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC

EIN 63-0649108 · Health Support (E60)

What they do

COORDINATE and DELIVER PATIENT CARE IN A GROUP PRACTICE SETTING WITHIN THE ACADEMIC ENVIRONMENT of THE UNIVERSITY of ALABAMA AT BIRMINGHAM.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $84.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders35 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

81.35%of revenue went to mission work84.8% of expenses · Program services

$89.55spent for every $100 of revenueRevenue covered expenses this year.

14.62%of revenue went to management and office costs15.2% of expenses

$1.05in assets for every $1 spent this yearSome assets cannot be spent right away.

1.1%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $3,504,706 for JAMES E DAVIES (PHYSICIAN). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$1,157,807,354

Mission workProgram services$941,919,28081.35% of revenue84.8% of expenses

ManagementOffice and general costs$169,285,95314.62% of revenue15.2% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$46,602,1214.03% of revenueShown in gray on the chart

Total expenses$1,111,205,23395.97% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 84.8% mission · 15.2% management · 0.0% fundraisingTotal expenses: 95.97% of revenue

2022Expense mix: 84.6% mission · 15.4% management · 0.0% fundraisingTotal expenses: 97.40% of revenue

2021Expense mix: 84.6% mission · 15.4% management · 0.0% fundraisingTotal expenses: 102.64% of revenue

2020Expense mix: 83.4% mission · 16.6% management · 0.0% fundraisingTotal expenses: 99.11% of revenue

2019Expense mix: 82.7% mission · 17.3% management · 0.0% fundraisingTotal expenses: 98.34% of revenue

2018Expense mix: 84.1% mission · 15.9% management · 0.0% fundraisingTotal expenses: 99.82% of revenue

2017Expense mix: 83.9% mission · 16.1% management · 0.0% fundraisingTotal expenses: 100.48% of revenue

2016Expense mix: 83.2% mission · 16.8% management · 0.0% fundraisingTotal expenses: 99.29% of revenue

Money in and money out

Revenue$1,240,858,872

Expenses$1,111,205,233

Annual surplus $129,653,639 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$941,919,280 · 84.8% of expenses

Management and office costs$169,285,953 · 15.2% of expenses

See all reported dollar amounts

Revenue$1,240,858,872

Expenses$1,111,205,233

Assets$1,171,473,304

Income$1,365,876,302

Contributions$13,344,745

Mission work (program services)$941,919,280

Grants given$232,927,252

Average grant$33,275,322

Management and general$169,285,953

Stocks and bonds$586,351,128

Accounting fees$440,790

Investing fees$1,252,759

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JAMES E DAVIESPHYSICIAN · 40 hrs/week $3,504,706Base $3,414,241 · Other $90,465

MUSTAFA I AHMEDPHYSICIAN · 40 hrs/week $2,855,765Base $2,780,553 · Other $75,212

CLIFTON LEWISPHYSICIAN · 40 hrs/week $1,781,582Base $1,645,345 · Other $136,237

CLAY SPITLER MDPHYSICIAN · 40 hrs/week $1,457,866Base $1,382,558 · Other $75,308

HERRICK J SIEGELPHYSICIAN · 40 hrs/week $1,442,571Base $1,351,990 · Other $90,581

HERBERT CHENDIRECTOR/PHYSICIAN · 40 hrs/week $1,207,542Base $1,064,685 · Other $142,857

JAMES MARKERTDIRECTOR/PHYSICIAN · 40 hrs/week $1,065,724Base $911,384 · Other $154,340

CHERI CANON MDPRESIDENT (START MAY 2024) · 40 hrs/week $837,092Base $714,180 · Other $122,912

KEITH JONESPRESIDENT (UNTIL MAY 2024) · 40 hrs/week $679,560Base $481,073 · Other $198,487

SETH LANDEFELDDIRECTOR/PHYSICIAN · 40 hrs/week $629,128Base $493,062 · Other $136,066

ANUPAM AGARWALDIRECTOR/PHYSICIAN · 20 hrs/week $595,047Base $407,265 · Other $187,782

HUH WARNER MDDIRECTOR/PHYSICIAN · 40 hrs/week $566,921Base $475,140 · Other $91,781

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (35)

JAMES E DAVIESPHYSICIAN

MUSTAFA I AHMEDPHYSICIAN

CLIFTON LEWISPHYSICIAN

CLAY SPITLER MDPHYSICIAN

HERRICK J SIEGELPHYSICIAN

HERBERT CHENDIRECTOR/PHYSICIAN

JAMES MARKERTDIRECTOR/PHYSICIAN

CHERI CANON MDPRESIDENT (START MAY 2024)

KEITH JONESPRESIDENT (UNTIL MAY 2024)

SETH LANDEFELDDIRECTOR/PHYSICIAN

ANUPAM AGARWALDIRECTOR/PHYSICIAN

HUH WARNER MDDIRECTOR/PHYSICIAN

IRFAN ASIF MDDIRECTOR/PHYSICIAN

NANCY TOFILDIRECTOR/PHYSICIAN

MICHAEL F HECKMANFORMER CFO

STEVEN PAYNEINTERIM CFO (UNTIL JULY 2024)

ADRIENNE LAHTIDIRECTOR/PHYSICIAN

RAY WATTSFORMER PRESIDENT

TERRY C FRYSECRETARY

JASON DANIELVICE PRESIDENT

REID JONESFORMER CHIEF EXECUTIVE OFFICER

DAWN BULGARELLACEO, UAB HEALTH SYSTEM

JASON SADLERCFO (START JULY 2024)

LOU BAVERSOCOO, UAB HEALTH SYSTEM

MIMI HEADDIRECTOR

BARBARA J KNIGHTDIRECTOR

TIM LEWISDIRECTOR

WILLIAM E HORTONDIRECTOR

JEFFREY A BAYERDIRECTOR

JAMES OUTLANDDIRECTOR

MYLA CALHOUNDIRECTOR

CHARLES D PERRY JRDIRECTOR

JOHN R THOMASDIRECTOR

CT FITZPATRICKDIRECTOR

CARL S THIGPENDIRECTOR

About this charity

Recognized since: January 1976
Location: PO BOX 55407, BIRMINGHAM, AL 35255-5407
County: Jefferson
In care of: % JAMES WILLIAM ANDERSON
Primary officer: JENNIFER SCHNEIDER, INTERIM CFO

How to reach them

Phone(205) 731-9600

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: PWC US TAX LLP
NTEE classification: Health Support (E60)
IRS tax category: Health Support
Grant-giving organization: Yes