UAB MEDICINE ENTERPRISE Charity Report

Public IRS 990 nonprofit record

UAB MEDICINE ENTERPRISE

EIN 63-1182994 · Health Care N.E.C. (E99)

What they do

to PROVIDE COMMON MANAGEMENT of THE EXISTING and FUTURE HEALTHCARE DELIVERY OPERATIONS (THE "JOINT HEALTHCARE OPERATIONS") of THE BOARD of TRUSTEES of THE UNIVERSITY of ALABAMA and THE UNIVERSITY of ALABAMA HEALTH SERVICES FOUNDATION, P.C.

Before you give

Should I give to this charity?

Easy charity check

The spending raises an important question

Of every $100 spent, about $24.20 was reported for mission work and $0.00 for fundraising. Understand this before you give.

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 leaders14 people are listed in the latest report.

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

Money made simple

30.22%of revenue went to mission work24.2% of expenses · Program services

$124.67spent for every $100 of revenueSpending was higher than revenue this year.

94.45%of revenue went to management and office costs75.8% of expenses

$3.23in assets for every $1 spent this yearSome assets cannot be spent right away.

35.0%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 $15,877,824 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $2,633,227 for DAWN BULGARELLA (CHIEF EXECUTIVE OFFICER). 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$64,370,393

Mission workProgram services$19,450,59930.22% of revenue24.2% of expenses

ManagementOffice and general costs$60,797,61894.45% of revenue75.8% of expenses

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

Total expenses$80,248,217124.67% of revenue

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

Pause before giving. This filing reports that 0.0% of spending went to fundraising and 24.2% went to mission work. Ask the charity to explain these numbers and show recent results.

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: 24.2% mission · 75.8% management · 0.0% fundraisingTotal expenses: 124.67% of revenue

2022Expense mix: 28.2% mission · 71.8% management · 0.0% fundraisingTotal expenses: 116.41% of revenue

2021Expense mix: 32.0% mission · 68.0% management · 0.0% fundraisingTotal expenses: 49.81% of revenue

2020Expense mix: 30.8% mission · 69.2% management · 0.0% fundraisingTotal expenses: 76.14% of revenue

2019Expense mix: 32.2% mission · 67.8% management · 0.0% fundraisingTotal expenses: 72.32% of revenue

2018Expense mix: 36.6% mission · 63.4% management · 0.0% fundraisingTotal expenses: 95.04% of revenue

2017Expense mix: 39.4% mission · 60.6% management · 0.0% fundraisingTotal expenses: 56.05% of revenue

2016Expense mix: 36.7% mission · 63.3% management · 0.0% fundraisingTotal expenses: 99.16% of revenue

Money in and money out

Revenue$64,370,393

Expenses$80,248,217

Annual shortfall $15,877,824 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)$19,450,599 · 24.2% of expenses

Management and office costs$60,797,618 · 75.8% of expenses

See all reported dollar amounts

Revenue$64,370,393

Expenses$80,248,217

Assets$259,359,679

Income$64,370,393

Contributions$22,527,132

Mission work (program services)$19,450,599

Grants given$136,068,685

Average grant$1,063,037

Management and general$60,797,618

Stocks and bonds$2,340,691

Accounting fees$173,000

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

DAWN BULGARELLACHIEF EXECUTIVE OFFICER · 40 hrs/week $2,633,227Base $2,527,052 · Other $106,175

REID JONESCEO & VP (UNTIL 9/24) · 40 hrs/week $2,496,640Base $2,400,819 · Other $95,821

SUSAN JENNINGSCFO & TREASURER · 40 hrs/week $874,737Base $779,848 · Other $94,889

DAVID RANDALLCHIEF STRATEGY OFFICER · 40 hrs/week $827,000Base $713,785 · Other $113,215

CLAYTON RYANVP GOVT AFFAIRS (UNTIL 10/23) · 40 hrs/week $771,115Base $716,531 · Other $54,584

DONALD LILLYSR VP NETWORK DEV (UNTIL 4/24) · 40 hrs/week $685,308Base $574,203 · Other $111,105

ANUPAM AGARWALSENIOR VP FOR MEDICINE & DEAN · 20 hrs/week $679,010Base $491,228 · Other $187,782

RAY WATTSCHAIR & PRESIDENT · 20 hrs/week $624,132Base $411,791 · Other $212,341

CHARLES PITTSVP OF MANAGED CARE CONTRACTING · 40 hrs/week $533,722Base $433,558 · Other $100,164

CHRISTOPHER MEEKSVP CLINICAL FUND/EXEC DIR AOC · 40 hrs/week $510,414Base $428,828 · Other $81,586

JEAN ANN LARSONCHIEF LEADERSHIP DEV. OFFICER · 40 hrs/week $433,420Base $345,395 · Other $88,025

JEFFREY SIMMONSVP/LEAD PHYSICIAN UAB MEDICINE · 40 hrs/week $429,315Base $359,273 · Other $70,042

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 (14)

DAWN BULGARELLACHIEF EXECUTIVE OFFICER

REID JONESCEO & VP (UNTIL 9/24)

SUSAN JENNINGSCFO & TREASURER

DAVID RANDALLCHIEF STRATEGY OFFICER

CLAYTON RYANVP GOVT AFFAIRS (UNTIL 10/23)

DONALD LILLYSR VP NETWORK DEV (UNTIL 4/24)

ANUPAM AGARWALSENIOR VP FOR MEDICINE & DEAN

RAY WATTSCHAIR & PRESIDENT

CHARLES PITTSVP OF MANAGED CARE CONTRACTING

CHRISTOPHER MEEKSVP CLINICAL FUND/EXEC DIR AOC

JEAN ANN LARSONCHIEF LEADERSHIP DEV. OFFICER

JEFFREY SIMMONSVP/LEAD PHYSICIAN UAB MEDICINE

RUTH LEETHCHIEF OF STAFF

LOUIS BAVERSOCHIEF OPS OFFICER (BEGIN 9/24)

About this charity

Recognized since: January 1997
Location: 500 22ND STREET SOUTH SUITE 408, BIRMINGHAM, AL 352333110
County: Jefferson
In care of: SUSAN JENNINGS
Primary officer: SUSAN JENNINGS, CFO

How to reach them

Phone(205) 975-5413

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 N.E.C. (E99)
IRS tax category: Health Care N.E.C.
Grant-giving organization: Yes