CAPSTONE HEALTH SERVICES FOUNDATION PC Charity Report

Public IRS 990 nonprofit record

CAPSTONE HEALTH SERVICES FOUNDATION PC

EIN 63-0810661 · Health Care (E1170)

What they do

THE FOUNDATION WAS ORGANIZED AS A NON-PROFIT CORPORATION DEDICATED to PROVIDING AN ORGANIZATION and FRAMEWORK to DEVELOP and FURNISH PATIENT CARE THROUGH THE UNIVERSITY MEDICAL CENTER, and is EMPLOYED to SUPPORT THE EDUCATIONAL PROGRAMS of THE UNIVERSITY of ALABAMA COLLEGE of COMMUNITY HEALTH SCIENCES (CCHS). CCHSS MISSION is to IMPROVE and PROMOTE THE HEALTH of INDIVIDUALS and COMMUNITIES IN ALABAMA and THE REGION THROUGH LEADERSHIP IN MEDICAL EDUCATION and PRIMARY CARE, THE PROVISION of HIGH QUALITY, ACCESSIBLE HEALTH CARE SERVICES, and SCHOLARSHIP.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $76.70 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 leaders23 people are listed in the latest report.

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

Money made simple

84.85%of revenue went to mission work76.7% of expenses · Program services

$110.63spent for every $100 of revenueSpending was higher than revenue this year.

25.78%of revenue went to management and office costs23.3% of expenses

$0.93in assets for every $1 spent this yearSome assets cannot be spent right away.

0.2%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.

Worth asking: Expenses exceeded revenue by $4,186,968 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $640,558 for LISA GILLESPIE (HOSPITALIST). 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$39,404,269

Mission workProgram services$33,433,61984.85% of revenue76.7% of expenses

ManagementOffice and general costs$10,157,61825.78% of revenue23.3% of expenses

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

Total expenses$43,591,237110.63% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

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: 76.7% mission · 23.3% management · 0.0% fundraisingTotal expenses: 110.63% of revenue

2022Expense mix: 75.1% mission · 24.9% management · 0.0% fundraisingTotal expenses: 95.04% of revenue

2021Expense mix: 75.4% mission · 24.6% management · 0.0% fundraisingTotal expenses: 96.96% of revenue

2020Expense mix: 75.7% mission · 24.3% management · 0.0% fundraisingTotal expenses: 95.35% of revenue

2019Expense mix: 76.1% mission · 23.9% management · 0.0% fundraisingTotal expenses: 89.72% of revenue

2018Expense mix: 76.2% mission · 23.8% management · 0.0% fundraisingTotal expenses: 95.05% of revenue

2017Expense mix: 81.3% mission · 18.7% management · 0.0% fundraisingTotal expenses: 95.45% of revenue

2016Expense mix: 79.9% mission · 20.1% management · 0.0% fundraisingTotal expenses: 96.56% of revenue

Money in and money out

Revenue$39,404,269

Expenses$43,591,237

Annual shortfall $4,186,968 Expenses were higher than revenue 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)$33,433,619 · 76.7% of expenses

Management and office costs$10,157,618 · 23.3% of expenses

See all reported dollar amounts

Revenue$39,404,269

Expenses$43,591,237

Assets$40,416,369

Income$39,404,269

Contributions$82,500

Mission work (program services)$33,433,619

Management and general$10,157,618

Executive compensation (total)$641,151

Stocks and bonds$13,119,759

Accounting fees$67,000

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

LISA GILLESPIEHOSPITALIST · 40 hrs/week $640,558Base $587,668 · Other $52,890

SHUAIB MOHAMEDHOSPITALIST · 40 hrs/week $585,056Base $536,749 · Other $48,307

JAMIE LOWTHERHOSPITALIST · 40 hrs/week $554,969Base $509,146 · Other $45,823

MONICA BUIHOSPITALIST · 40 hrs/week $516,713Base $474,049 · Other $42,664

JONATHAN SHERRILLHOSPITALIST · 40 hrs/week $505,846Base $464,079 · Other $41,767

HARITHA GUTTIKONDAFORMER HOSPITALIST · 1 hrs/week $452,744Base $415,362 · Other $37,382

RICHARD FRIENDBOARD MEMBER/DEAN-CCHS · 10 hrs/week $266,885Base $179,999 · Other $86,886

STUART BELLBOARD MEMBER/PRESIDENT UA · 1 hrs/week $240,719Base · Other $240,719

KAREN BURGESSPRESIDENT · 10 hrs/week $189,235Base $114,663 · Other $74,572

ANUPAM AGARWALBOARD MEMBER/DEAN MED SCHOOL · 1 hrs/week $187,782Base · Other $187,782

GRIER STEWARTFORMER FACULTY REPRESENTATIVE $150,418Base $94,015 · Other $56,403

RAY STEWARTVICE PRESIDENT · 10 hrs/week $143,601Base $91,910 · Other $51,691

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 (23)

LISA GILLESPIEHOSPITALIST

SHUAIB MOHAMEDHOSPITALIST

JAMIE LOWTHERHOSPITALIST

MONICA BUIHOSPITALIST

JONATHAN SHERRILLHOSPITALIST

HARITHA GUTTIKONDAFORMER HOSPITALIST

RICHARD FRIENDBOARD MEMBER/DEAN-CCHS

STUART BELLBOARD MEMBER/PRESIDENT UA

KAREN BURGESSPRESIDENT

ANUPAM AGARWALBOARD MEMBER/DEAN MED SCHOOL

GRIER STEWARTFORMER FACULTY REPRESENTATIVE

RAY STEWARTVICE PRESIDENT

DRAKE LAVENDERFORMER FACULTY REPRESENTATIVE

THOMAS WEIDABOARD MEMBER/ASSOCIATE DEAN

ANNE HALLI-TIERNEYFACULTY REPRESENTATIVE

MATTHEW FAJACKBOARD MEMBER/VP FINANCE UA

ALLISON ARENDALESECRETARY/TREASURER

JOSEPH BROWNBOARD MEMBER

MARK WILLIAMSBOARD MEMBER

CYNTHIA ALMONDBOARD MEMBER

CHRIS MCGEEBOARD MEMBER

CHARLES JONESBOARD MEMBER

ANGELA HAMITERBOARD MEMBER

About this charity

Recognized since: January 1981
Location: PO BOX 870326, TUSCALOOSA, AL 354870326
County: Tuscaloosa
In care of: ALLISON ARENDALE
Primary officer: ALLISON ARENDALE, SECRETARY/TREASURER

How to reach them

Phone(205) 348-5203

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 Care (E1170)
IRS tax category: Other Grantmaking and Giving Services