Nonprofit · EIN 23-7352886
THE VALLEY FOUNDATION
Tax-exempt · HUNTSVILLE, AL 35801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $15,910,068 | $13,271,683 | $2,638,385 | $26,516,003 | $1,367,483 | $25,148,520 |
| September 30, 2024 | 990 | $15,184,108 | $12,545,708 | $2,638,400 | $23,817,639 | $1,700,903 | $22,116,736 |
| September 30, 2023 | 990 | $14,782,794 | $12,567,084 | $2,215,710 | $19,433,240 | $1,692,992 | $17,740,248 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $14,244,047
- Investment income
- $1,666,021
- Net gain from sales of assets
- $751,605
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $565,675
- Compensation of officers, directors and key employees
- $1,219,052
- Other salaries and wages
- $4,268,173
- Salaries, compensation and benefits (total)
- $6,278,075
- Professional fundraising fees
- $0
- Accounting fees
- $67,565
- Occupancy
- $12,345
- Travel
- $41,600
- Program services (functional)
- $11,764,551
- Management and general (functional)
- $1,507,132
Balance sheet and other
- Total assets, start of year
- $23,817,639
- Total assets, end of year
- $26,516,003
- Total liabilities, end of year
- $1,367,483
- Net assets, end of year
- $25,148,520
- Publicly traded securities
- $21,352,376
- Net assets without donor restrictions
- $25,148,520
- Gross receipts
- $15,910,068
- Employees
- 36
- Volunteers
- 11
- Year formed
- 1973
- State of legal domicile
- AL
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAWN BULGARELLA | BOARD MEMBER Trustee or director | 1 | $0 | $2,655,253 | $109,486 |
| ANUPAM AGARWAL | CHAIRMAN OF BOARD Trustee or director | 1 | $0 | $1,218,012 | $227,053 |
| MR ROGER SMALLIGAN | PRESIDENT/CEO Trustee or director, Officer | 20 | $360,343 | $291,190 | $86,912 |
| DR JOHN FANNING | PHYSICIAN Highest-paid employee | 20 | $204,532 | $180,660 | $71,351 |
| DR ALAN BAGGETT | PHYSICIAN Highest-paid employee | 20 | $277,146 | $91,474 | $50,665 |
| MR W SCOTT BENCE | TREASURER/BOARD SECRETARY Officer | 40 | $383,894 | $0 | $30,946 |
| DR SHIVANI MALHOTRA | BOARD MEMBER Trustee or director | 20 | $176,912 | $120,916 | $27,292 |
| DR TANJA DUDENBOSTEL | PHYSICIAN Highest-paid employee | 20 | $236,813 | $45,602 | $29,883 |
| DR JESSE FAULK | PHYSICIAN Highest-paid employee | 20 | $191,979 | $60,006 | $45,593 |
| DR STEFFANE BATTLE | BOARD MEMBER Trustee or director | 25 | $235,021 | $25,000 | $19,784 |
| DR CHELSEA PALMER | PHYSICIAN Highest-paid employee | 20 | $187,225 | $12,821 | $48,808 |
| MR CHARLES H JONES | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DANIEL KASAMBRIA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR JEFF GRONBERG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR JOHN WYNN | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR LAKSHMI NALLAMALA | BOARD MEMBER Trustee or director | 1 | $0 |
| MR MICHAEL AHEARN | BOARD MEMBER Trustee or director | 1 | $0 |
| MR RONALD W GRAY | BOARD MEMBER Trustee or director | 1 | $0 |
| HON SCHUYLER RICHARDSON | BOARD MEMBER Trustee or director | 2 | $0 |
| THERESA A TERRI COOMER | BOARD MEMBER Trustee or director | 1 | $0 |
| MR THOMAS YOUNG | BOARD MEMBER Trustee or director | 1 | $0 |
| MR TIM HOWARD | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended September 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAWN BULGARELLA | BOARD MEMBER Trustee or director | 1 | $0 | $2,527,052 | $106,175 |
| ANUPAM AGARWAL | CHAIRMAN OF BOARD Trustee or director | 1 | $0 | $1,136,096 | $187,782 |
| MR ROGER SMALLIGAN | PRESIDENT / CEO Trustee or director, Officer | 40 | $361,638 | $283,457 | $92,221 |
| MR JOHN FANNING | PHYSICIAN Highest-paid employee | 25 | $196,710 | $175,233 | $73,144 |
| MR W SCOTT BENCE | TREASURER/BOARD SECRETARY Officer | 40 | $391,581 | $0 | $33,001 |
| DR ALAN BAGGETT | PHYSICIAN Highest-paid employee | 25 | $275,301 | $89,084 | $49,755 |
| DR NANCY BLEVINS | BOARD MEMBER Trustee or director | 25 | $190,925 | $121,735 | $35,235 |
| DR SHIVANI MALHOTRA | PHYSICIAN Highest-paid employee | 40 | $191,316 | $120,826 | $33,855 |
| DR JESSE FAULK | PHYSICIAN Highest-paid employee | 40 | $191,997 | $58,540 | $50,637 |
| DR CHELSEA PALMER | PHYSICIAN Highest-paid employee | 40 | $195,006 | $8,663 | $53,692 |
| DR STEFFANE BATTLE | BOARD MEMBER Trustee or director | 25 | $198,011 | $25,000 | $17,011 |
| MR CHARLES H JONES | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MR DANA TOWN | BOARD MEMBER (UNTIL 09/24) Trustee or director | 3 | $0 | $0 | $0 |
| MR JEFF GRONBERG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR JOHN WYNN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR LAKSHMI NALLAMALA | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MR MICHAEL AHEARN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR PETER LOWE | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MR RONALD GRAY | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| HON SCHUYLER RICHARDSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MS THERESA A TERRI COOMER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR THOMAS YOUNG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR TIM HOWARD | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DR SELWYN VICKERS MD | FORMER CHAIRMAN OF BOARD Former | 0 | $0 | $1,787,304 | $122,539 |
| MR ROGER SMALLIGAN | PRESIDENT / CEO Trustee or director, Officer | 40 | $324,429 | $274,273 | $92,002 |
| ANUPAM AGARWAL | CHAIRMAN OF BOARD Trustee or director | 1 | $0 | $552,189 | $90,712 |
| MR DON LILLY | BOARD MEMBER Trustee or director | 2 | $0 | $518,384 | $110,520 |
| DR ALAN BAGGETT | PHYSICIAN Highest-paid employee | 25 | $255,622 | $86,978 | $45,043 |
| MR W SCOTT BENCE | TREASURER/BOARD SECRETARY Officer | 40 | $310,786 | $0 | $35,821 |
| DR SHIVANI MALHOTRA | Physician Highest-paid employee | 40 | $161,921 | $121,266 | $34,066 |
| MR CLINTON MARTIN | BOARD MEMBER Trustee or director | 25 | $155,435 | $106,502 | $54,123 |
| DR NANCY BLEVINS | BOARD MEMBER Trustee or director | 25 | $149,052 | $118,305 | $36,887 |
| DR JESSE FAULK | PHYSICIAN Highest-paid employee | 40 | $183,204 | $57,309 | $45,361 |
| DR MARCIA CHESEBRO | Physician Highest-paid employee | 40 | $213,568 | $32,320 | $14,141 |
| DR STEFFANE BATTLE | Physician Trustee or director | 25 | $209,007 | $20,833 | $18,724 |
| DR MARSHA DANIELL | PHYSICIAN Highest-paid employee | 40 | $166,820 | $27,256 | $16,955 |
| MR CHARLES H JONES | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MR DANA TOWN | BOARD MEMBER Trustee or director | 3 | $0 | $0 | $0 |
| MR JOHN WYNN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR LAKSHMI NALLAMALA | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MR MICHAEL AHEARN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR PETER LOWE | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MR RONALD GRAY | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| HON SCHUYLER RICHARDSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR TIM HOWARD | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MR THOMAS YOUNG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR JEFF GRONBERG | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| MS THERESA A TERRI COOMER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 301 GOVERNORS DR SW, HUNTSVILLE, AL 35801-5123
- In care of
- % W SCOTT BENCE
- Principal officer (990 for 2024)
- ROGER SMALLIGAN, 301 GOVERNORS DRIVE SW, HUNTSVILLE, AL 35801
- Signed the 990
- W SCOTT BENCE, TREASURER/SECRETARY
- Phone
- (256) 539-7757
- Return prepared by
- PWC US TAX LLP
Mission
TO GRATEFULLY TREAT ALL PATIENTS AND STAFF WITH COMPASSION, RESPECT AND UNDERSTANDING WHILE PROVIDING THE HIGHEST QUALITY MEDICAL CARE AND SERVICE AVAILABLE IN NORTH ALABAMA. WE ARE DEDICATED TO SATISFYING THE INDIVIDUAL NEEDS OF OUR PATIENTS THROUGH PROVIDING EASY ACCESS TO SERVICES IN A SAFE AND CARING ENVIRONMENT WHERE EVERYONE FEELS SPECIAL. THE SCHOOL OF MEDICINE IS DEDICATED TO THE EDUCATION OF PHYSICIANS AND SCIENTISTS IN ALL OF THE DISCIPLINES OF MEDICINE AND BIOMEDICAL INVESTIGATION FOR CAREERS IN PRACTICE, TEACHING AND RESEARCH. NECESSARY TO THIS EDUCATIONAL MISSION IS THE PROVISION OF OUTSTANDING MEDICAL CARE AND SERVICES AND THE ENHANCEMENT OF NEW KNOWLEDGE THROUGH CLINICAL AND BASIC BIOMEDICAL RESEARCH.
Program accomplishments
- PATIENT CARE SERVICES. PATIENT ENCOUNTERS THIS YEAR WERE 80,287.Expenses $6,627,389 · revenue $14,244,047
- SUPPORT TO THE UNIVERSITY OF ALABAMA AT BIRMINGHAM. THE VALLEY FOUNDATION PROVIDES THE UNIVERSITY OF ALABAMA BIRMINGHAM'S HUNTSVILLE REGIONAL MEDICAL CAMPUS ACCESS TO PATIENTS AND MEDICAL SERVICES TO FACILITATE THE CLINICAL TRAINING NECESSARY TO MEET EDUCATIONAL REQUIREMENTS FOR THIRD AND FOURTH YEAR MEDICAL STUDENTS, INTERNAL AND FAMILY MEDICINE RESIDENTS. TRAINING WAS PROVIDED FOR 60 RESIDENTS AND 74 MEDICAL STUDENTS.Expenses $4,308,452 · grants $565,675
- CONTRACTED CLINICAL SERVICES TO PROVIDE TO A LOCAL NURSING HOME, THE MADISON COUNTY MENTAL HEALTH CENTER, HOSPICE & ALETHEIA HOUSE HOSPICE, COUNTY JAIL AND HUNTSVILLE HOSPITAL.Expenses $828,710
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 23-7352886
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1976
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $26,516,003
- Income (IRS master file)
- $15,910,068
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $15,910,068 | $13,271,683 | $26,516,003 | XML |
| 990 | September 2024 | $15,184,108 | $12,545,708 | $23,817,639 | XML |
| 990 | September 2023 | $14,782,794 | $12,567,084 | $19,433,240 | XML |
| 990 | September 2022 | $13,863,490 | $11,635,881 | $16,428,294 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | 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 23-7352886).
Questions about THE VALLEY FOUNDATION
- What is the EIN of THE VALLEY FOUNDATION?
- The employer identification number (EIN) of THE VALLEY FOUNDATION is 23-7352886.
- Is THE VALLEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to THE VALLEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE VALLEY FOUNDATION 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 THE VALLEY FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE VALLEY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of THE VALLEY FOUNDATION?
- The 990 for the year ended September 30, 2025 names ROGER SMALLIGAN.
- Who are the officers and directors of THE VALLEY FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 22 people; 9 received compensation from the organization.
- How much revenue does THE VALLEY FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $15,910,068, expenses of $13,271,683 and total assets of $26,516,003 at year end.
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