Nonprofit · EIN 63-0312913
BAPTIST HEALTH SYSTEM INC
Tax-exempt · BIRMINGHAM, AL 35205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | -$23,922,960 | $8,344,744 | -$32,267,704 | $248,044,151 | $42,773,330 | $205,270,821 |
| December 31, 2024 | 990 | $28,306,877 | $11,701,938 | $16,604,939 | $266,533,525 | $46,669,399 | $219,864,126 |
| December 31, 2023 | 990 | -$7,806,237 | $11,193,038 | -$18,999,275 | $237,389,073 | $48,718,700 | $188,670,373 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- -$26,328,850
- Investment income
- $1,977,005
- Net gain from sales of assets
- $554,307
- Other revenue
- $428,885
Expenses
- Grants and similar amounts paid
- $991,097
- Compensation of officers, directors and key employees
- $658,500
- Other salaries and wages
- $390,222
- Salaries, compensation and benefits (total)
- $6,322,409
- Professional fundraising fees
- $0
- Legal fees
- $49,752
- Accounting fees
- $106,175
- Occupancy
- $83,311
- Travel
- $1,518
- Depreciation
- $13,504
- Program services (functional)
- $7,263,725
- Management and general (functional)
- $1,081,019
Balance sheet and other
- Total assets, start of year
- $266,533,525
- Total assets, end of year
- $248,044,151
- Total liabilities, end of year
- $42,773,330
- Net assets, end of year
- $205,270,821
- Land, buildings and equipment
- $10,946
- Publicly traded securities
- $152,658,519
- Net assets without donor restrictions
- $164,661,640
- Net assets with donor restrictions
- $40,609,181
- Gross unrelated business income
- -$42,222
- Gross receipts
- $17,706,444
- Employees
- 0
- Volunteers
- 13
- Year formed
- 1922
- 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 |
|---|---|---|---|
| AMY S ALLEN | PRESIDENT AND CEO Officer | 40 | $0 |
| ERIC JEFFRIES | CHIEF FINANCIAL OFFICER Officer | 40 | $0 |
| RICKY THOMAS | CHAIRMAN Trustee or director | 3 | $0 |
| REGINA YARBROUGH | VICE CHAIRMAN Trustee or director | 3 | $0 |
| JIM FOYT | GOVERNANCE CHAIRMAN Trustee or director | 3 | $0 |
| ANDREA MCCASKEY | TRUSTEE Trustee or director | 3 | $0 |
| BECK TAYLOR | TRUSTEE Trustee or director | 3 | $0 |
| BRANDON WILSON | TRUSTEE Trustee or director | 3 | $0 |
| CHRIS BELL | TRUSTEE Trustee or director | 3 | $0 |
| CHRIS HARMON | TRUSTEE Trustee or director | 3 | $0 |
| JAMES COOLEY | TRUSTEE Trustee or director | 3 | $0 |
| JOHN SCOTT | TRUSTEE Trustee or director | 3 | $0 |
| MICHAEL WALLACE | TRUSTEE Trustee or director | 3 | $0 |
| RANDY PITTMAN | TRUSTEE Trustee or director | 3 | $0 |
990 for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AMY S ALLEN | PRESIDENT AND CEO, NON-VOTING Officer | 40 | $682,779 | $130,930 |
| ERIC JEFFRIES | CHIEF FINANCIAL OFFICER Officer | 40 | $282,874 | $49,305 |
| ALISON SCOTT | EXECUTIVE DIRECTOR OF FOUNDATION Highest-paid employee | 40 | $170,139 | $47,792 |
| BRANDON WILSON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CHRIS HARMON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BRIAN HAMILTON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BECK TAYLOR | TRUSTEE Trustee or director | 3 | $0 | $0 |
| RICKY THOMAS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| REGINA YARBROUGH | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JIM FOYT | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JAMES COOLEY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MORRIS JOHNSON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ANDREA MCCASKEY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| RANDY PITTMAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JOHN SCOTT | TRUSTEE Trustee or director | 3 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AMY S ALLEN | PRESIDENT AND CEO, NON-VOTING Trustee or director, Officer | 40 | $461,749 | $111,510 |
| ERIC JEFFRIES | CHIEF FINANCIAL OFFICER Officer | 40 | $271,229 | $44,819 |
| ALISON SCOTT | EXECUTIVE DIRECTOR OF FOUNDATION Highest-paid employee | 40 | $161,177 | $43,991 |
| JIM AVERETT | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CHRIS HARMON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BRIAN HAMILTON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BECK TAYLOR | TRUSTEE Trustee or director | 3 | $0 | $0 |
| RICKY THOMAS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| REGINA YARBROUGH | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JIM FOYT | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JAMES COOLEY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MORRIS JOHNSON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ANDREA MCCASKEY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| RANDY PITTMAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| RAGAN CAIN | TRUSTEE Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1130 22ND ST S STE 3200, BIRMINGHAM, AL 35205-2867
- Principal officer (990 for 2025)
- AMY ALLEN, 1130 22ND STREET S 3200, BIRMINGHAM, AL 35205
- Signed the 990
- AMY ALLEN, PRESIDENT/CEO
- Phone
- (205) 715-4631
- Return prepared by
- WARREN AVERETT LLC
Mission
"AS A WITNESS TO THE LOVE OF GOD, REVEALED THROUGH JESUS CHRIST, THE BAPTIST HEALTH SYSTEM IS COMMITTED TO MINISTRIES THAT ENHANCE THE HEALTH, DIGNITY, AND WHOLENESS OF THOSE WE SERVE, THROUGH INTEGRITY, COMPASSION, ADVOCACY, RESOURCEFULNESS, AND EXCELLENCE."
Program accomplishments
- HOSPITAL JOINT VENTURE BAPTIST HEALTH SYSTEM, INC. (BHS) CONTINUES IN ITS CHARITABLE MISSION, WHICH BEGAN IN 1922, OF PROVIDING MEDICAL AND EDUCATIONAL SERVICES TO THE COMMUNITY THROUGH ITS 20% JOINT VENTURE INTEREST IN BAPTIST HEALTH. BHS PARTNERS IN THIS JOINT VENTURE WITH ORLANDO HEALTH, A 501 (C) (3) NON-PROFIT HOSPITAL SYSTEM IN FLORIDA WHICH OWNS THE REMAINING 80%. ORLANDO HEALTH MANAGES THE JOINT VENTURE AND THE TERMS OF THE MANAGEMENT AGREEMENT REQUIRE THAT THE JOINT VENTURE BE MANAGED PURSUANT TO THE REQUIREMENTS OF CODE SECTION 501 (C) (3) AND THE CHARITABLE PRINCIPLES, WHICH ARE SET FORTH IN THE LLC AGREEMENT. IN THE EVENT MANAGEMENT FAILS TO COMPLY WITH THESE REQUIREMENTS, THE MANAGEMENT AGREEMENT AND LLC AGREEMENT PROVIDE CERTAIN TERMINATION RIGHTS. IN ADDITION, THE PARTIES HAVE AN EQUAL NUMBER OF DIRECTORS APPOINTED FOR THE JOINT VENTURE. BHS RETAINS CERTAIN ADDITIONAL POWERS (DESCRIBED ABOVE FROM THE MANAGEMENT AGREEMENT AND LLC AGREEMENT) TO ENSURE THE JOINT VENTURE WILL CONTINUE TO FURTHER BHS'S CHARITABLE PURPOSES. THE MANAGEMENT BOARD OF THE LLC INCLUDES A BLOCK VOTING MECHANISM FOR EACH MEMBER'S APPOINTED DIRECTORS.BAPTIST HEALTH OPERATES FIVE HOSPITALS AND OTHER PATIENT CARE FACILITIES. TWO OF THE HOSPITALS ARE LOCATED WITHIN THE CITY LIMITS OF BIRMINGHAM, AL, WHICH ENABLES BAPTIST HEALTH TO PROVIDE SERVICES TO AREAS OF THE CITY WHICH MIGHT OTHERWISE BE UNDERSERVED. THE OTHER THREE HOSPITALS ARE LOCATED IN TALLADEGA, JASPER, AND ALABASTER, AL. SEVERAL OF THESE HOSPITALS SERVE RURAL COMMUNITIES WHICH, PRIOR TO BHS'S (AND SUBSEQUENTLY BAPTIST HEALTH'S) INVOLVEMENT, WERE IN NEED OF STABLE HEALTH CARE FACILITIES. THESE RURAL HOSPITALS PROVIDE MUCH NEEDED SERVICES (SUCH AS OBSTETRICS), TO AREAS OF ALABAMA THAT WOULD OTHERWISE BE UNDERSERVED. BAPTIST HEALTH EXPERIENCES LOSSES FROM SOME OF THESE HOSPITALS, WHICH FURTHER DEMONSTRATES ITS COMMITMENT TO SERVING THESE COMMUNITIES.EACH HOSPITAL PARTICIPATES IN THE MEDICAID PROGRAMS AND EXPERIENCE LARGE CONTRACTUAL ADJUSTMENTS DUE TO THE LIMITED REIMBURSEMENT PROVIDED BY SUCH PROGRAM. ADDITIONALLY, EACH HOSPITAL PARTICIPATES IN VARIOUS OTHER FEDERAL, STATE AND LOCAL MEDICAL PROGRAMS. THIS PARTICIPATION IMPROVES ACCESS TO PATIENT CARE FOR THE COMMUNITIES SERVED BY BAPTIST HEALTH.BAPTIST HEALTH IS ACTIVELY INVOLVED IN MEDICAL EDUCATION AND CLINICAL PASTORAL CARE EDUCATION. BAPTIST HEALTH CURRENTLY HAS OVER 100 RESIDENCY POSITIONS IN TRANSITIONAL YEAR, INTERNAL MEDICINE, PATHOLOGY, RADIOLOGY AND GENERAL SURGERY PROGRAMS. BAPTIST HEALTH'S MEDICAL EDUCATION PROGRAM ALSO PROVIDES CONTINUING EDUCATION TO LICENSED PHYSICIANS. THE CLINICAL PASTORAL CARE EDUCATION PROGRAM PROVIDED TRAINING FOR 6 RESIDENTS AS WELL AS NUMEROUS PART-TIME STUDENTS. THIS TRAINING EQUIPS STUDENTS TO PROVIDE A BETTER LEVEL OF SPIRITUAL CARE TO PATIENTS. IN ADDITION, BAPTIST HEALTH, IN CONJUNCTION WITH SEVERAL COLLEGES AND UNIVERSITIES OF NURSING, PROVIDES TRAINING FOR NURSES THAT ARE HIRED THROUGHOUT THE SOUTHEASTERN UNITED STATES.FINALLY, BAPTIST HEALTH CONTINUALLY PROVIDES MANY SERVICES IN HEALTH PROMOTION AND SCREENING TO THE PUBLIC FREE OF CHARGE OR AT A NOMINAL COST. SUCH SERVICES ARE PROVIDED THROUGH SCHOOLS, EMPLOYERS, AND FACILITIES THAT ARE EASILY ACCESSIBLE BY THE GENERAL PUBLIC. EMPLOYEES ARE ENCOURAGED TO DEVOTE SERVICES TO OTHER CHARITABLE ORGANIZATIONS IN THE COMMUNITY, AS WELL AS TO PROVIDE FINANCIAL SUPPORT. EMPLOYEES AND OTHER COMMUNITY MEMBERS HAVE ALSO PROVIDED SIGNIFICANT SUPPORT OF BAPTIST HEALTH'S CHARITABLE ACTIVITIES EVIDENCING THE COMMUNITIES' WILLINGNESS TO ACKNOWLEDGE AND SUPPORT THE MISSION OF BAPTIST HEALTH.Expenses $5,457,980 · revenue -$26,736,628
- BHS MANAGES THE OPERATIONS OF THE BAPTIST HEALTH FOUNDATION, INC. (BHF). BHF EXISTS TO SUPPORT BHS BY ENGAGING IN FUNDRAISING ACTIVITIES AND PROVIDING FUNDS TO SUPPORT CONTINUED IMPROVEMENT OF HEALTH, PROVIDE PATIENT ASSISTANCE, AND PROMOTE EDUCATION FOR COMMUNITIES SERVED BY BAPTIST HEALTH IN A WAY THAT FURTHERS THE HEALING MINISTRY OF CHRIST. OVER THE COURSE OF THE YEAR, BHF PROVIDED OVER $1.2 MILLION DOLLARS IN FINANCIAL SUPPORT OF PROGRAMS IMPACTING BAPTIST HEALTH PATIENTS, EMPLOYEES AND COMMUNITIES INCLUDING PROVIDING FOR INDIGENT CARE, SPIRITUAL CARE, EMPLOYEE ASSISTANCE, EDUCATION, SCHOLARSHIPS, GRANTS AND OTHER ASSISTANCE.Expenses $764,124 · revenue $450,000
- BHS CONSIDERS IT VERY IMPORTANT TO INVEST IN OTHER CHARITABLE ORGANIZATIONS AND INITIATIVES WITH MISSIONS THAT ALIGN CLOSELY WITH OURS. AS A RESULT OF THIS, MONETARY CONTRIBUTIONS AND OTHER SUPPORT WERE GIVEN TO SEVERAL ORGANIZATIONS INCLUDING: BAPTIST HEALTH FOUNDATION; BIRMINGHAM METRO BAPTIST ASSOCIATION; SHELBY BAPTIST ASSOCIATION; UNITED WAY; BOY SCOUTS; YWCA; PRESCOTT HOUSE; AND SAMFORD UNIVERSITY.Expenses $1,041,621 · grants $991,097
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 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | Check at the IRS |
IRS record
- EIN
- 63-0312913
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1941
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E210)
- Assets (IRS master file)
- $248,044,151
- Income (IRS master file)
- $17,706,444
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | -$23,922,960 | $8,344,744 | $248,044,151 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | December 2024 | $28,306,877 | $11,701,938 | $266,533,525 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | -$7,806,237 | $11,193,038 | $237,389,073 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $33,310,015 | $8,028,268 | $240,883,235 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | 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 63-0312913).
Questions about BAPTIST HEALTH SYSTEM INC
- What is the EIN of BAPTIST HEALTH SYSTEM INC?
- The employer identification number (EIN) of BAPTIST HEALTH SYSTEM INC is 63-0312913.
- Is BAPTIST HEALTH SYSTEM INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1941.
- Are donations to BAPTIST HEALTH SYSTEM INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BAPTIST HEALTH SYSTEM INC 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 BAPTIST HEALTH SYSTEM INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BAPTIST HEALTH SYSTEM INC 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 BAPTIST HEALTH SYSTEM INC?
- The 990 for the year ended September 30, 2025 names AMY ALLEN.
- Who are the officers and directors of BAPTIST HEALTH SYSTEM INC?
- The 990 for the year ended September 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does BAPTIST HEALTH SYSTEM INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of -$23,922,960, expenses of $8,344,744 and total assets of $248,044,151 at year end.
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