PRESBYTERIAN RETIREMENT HOMES OF BIRMINGHAM INC Charity Report

Public IRS 990 nonprofit record

PRESBYTERIAN RETIREMENT HOMES OF BIRMINGHAM INC

EIN 63-0726127 · Senior Citizens Housing & Retirement Communities (L22)

What they do

THE MISSION is to MEET THE SOCIAL, PHYSICAL, and ECONOMIC NEEDS of THE AGING BY PROVIDING SERVICES INCLUDING INDEPENDENT LIVING ACCOMMODATIONS, ASSISTED LIVING and SKILLED NURSING CARE of A COMPREHENSIVE NATURE to PERSONS REQUIRING THOSE DEGREES of CARE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $90.90 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 2024The charity has a recent tax report to read.

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

They name their leaders24 people are listed in the latest report.

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

Money made simple

87.34%of revenue went to mission work90.9% of expenses · Program services

$96.08spent for every $100 of revenueRevenue covered expenses this year.

8.74%of revenue went to management and office costs9.1% of expenses

$2.71in assets for every $1 spent this yearSome assets cannot be spent right away.

1.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

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 $191,577 for CHAD CARTER (PRESIDENT). 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 2024

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$19,133,038

Mission workProgram services$16,709,95487.34% of revenue90.9% of expenses

ManagementOffice and general costs$1,672,6788.74% of revenue9.1% of expenses

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

Revenue left after expensesReported annual surplus$750,4063.92% of revenueShown in gray on the chart

Total expenses$18,382,63296.08% 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

2024CurrentExpense mix: 90.9% mission · 9.1% management · 0.0% fundraisingTotal expenses: 96.08% of revenue

2023Expense mix: 90.7% mission · 9.3% management · 0.0% fundraisingTotal expenses: 98.39% of revenue

2022Expense mix: 89.2% mission · 10.8% management · 0.0% fundraisingTotal expenses: 96.74% of revenue

2021Expense mix: 88.5% mission · 11.5% management · 0.0% fundraisingTotal expenses: 96.31% of revenue

2020Expense mix: 88.1% mission · 11.9% management · 0.0% fundraisingTotal expenses: 91.52% of revenue

2019Expense mix: 87.1% mission · 12.9% management · 0.0% fundraisingTotal expenses: 93.17% of revenue

2018Expense mix: 86.7% mission · 13.3% management · 0.0% fundraisingTotal expenses: 89.63% of revenue

2017Expense mix: 86.0% mission · 14.0% management · 0.0% fundraisingTotal expenses: 85.83% of revenue

Money in and money out

Revenue$19,133,038

Expenses$18,382,632

Annual surplus $750,406 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)$16,709,954 · 90.9% of expenses

Management and office costs$1,672,678 · 9.1% of expenses

See all reported dollar amounts

Revenue$19,133,038

Expenses$18,382,632

Assets$49,749,194

Income$19,133,038

Contributions$352,005

Mission work (program services)$16,709,954

Management and general$1,672,678

Executive compensation (total)$487,467

Stocks and bonds$2,731,098

People

Leadership and board

Tax year 2024

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

People reported as paid

Person and titleCompensation

CHAD CARTERPRESIDENT · 40 hrs/week $191,577Base $165,347 · Other $26,230

WILLIAM WIDMANCFO · 40 hrs/week $157,860Base $127,360 · Other $30,500

GAYLE LEDBETTERNURSING · 57 hrs/week $140,498Base $132,882 · Other $7,616

JEFF BURCHFIELDADMINISTRATOR · 40 hrs/week $131,699Base $126,655 · Other $5,044

NADINE PORTERNURSING · 40 hrs/week $130,384Base $120,025 · Other $10,359

BEVERLY PARNELLDIRECTOR OF NURSING · 40 hrs/week $118,605Base $113,409 · Other $5,196

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 (24)

CHAD CARTERPRESIDENT

WILLIAM WIDMANCFO

GAYLE LEDBETTERNURSING

JEFF BURCHFIELDADMINISTRATOR

NADINE PORTERNURSING

BEVERLY PARNELLDIRECTOR OF NURSING

MERRY LEWISBOARD MEMBER

FRANK H SUTHERLAND JRBOARD MEMBER

VERNA L LYONSASSISTANT SECRETARY

SUSIE ABBOTTBOARD MEMBER

ROGER S MCCULLOUGHBOARD MEMBER

ROGER A HARTLINEBOARD MEMBER

RICHARD H MONK IIIBOARD MEMBER

PAT M FORMANBOARD MEMBER

HENRY B RAY JRBOARD MEMBER

JAMES S SNOWTREASURER

MARION F WALKERBOARD MEMBER

MARGARET H BRUNSTADVICE CHAIRMAN

MARGARET ALEXANDERBOARD MEMBER

KATHY T LEAVERBOARD MEMBER

JOHN L FEAGIN JRSECRETARY

JOHN D HIGGINS IIICHAIRMAN

JAMES E GRISHAM IIIBOARD MEMBER

JAMES W SHEPHERD JRBOARD MEMBER

About this charity

Recognized since: January 1980
Location: 3605 RATLIFF RD, BIRMINGHAM, AL 35210-4512
County: Jefferson
In care of: CHADWICK L CARTER
Primary officer: CHADWICK L CARTER, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Emailshall@kirkwoodbytheriver.com Phone(205) 956-2184

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CRI ADVISORS LLC
NTEE classification: Senior Citizens Housing & Retirement Communities (L22)
IRS tax category: Senior Citizens Housing & Retirement Communities