Nonprofit · EIN 63-0649108
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC
Tax-exempt · BIRMINGHAM, AL 35233
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,240,858,872 | $1,199,939,898 | $40,918,974 | $1,171,473,304 | $606,456,332 | $565,016,972 |
| September 30, 2024 | 990 | $1,157,807,354 | $1,111,205,233 | $46,602,121 | $1,109,484,457 | $569,910,482 | $539,573,975 |
| September 30, 2023 | 990 | $1,041,041,429 | $1,014,005,624 | $27,035,805 | $958,953,030 | $512,450,983 | $446,502,047 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,136,524,992
- Investment income
- $44,513,159
- Net rental income
- $50,462,597
- Net gain from sales of assets
- $40,338,779
- Other revenue
- $59,820,721
Expenses
- Grants and similar amounts paid
- $31,329,901
- Compensation of officers, directors and key employees
- $6,122,079
- Other salaries and wages
- $843,946,603
- Salaries, compensation and benefits (total)
- $943,830,237
- Professional fundraising fees
- $0
- Legal fees
- $523,389
- Accounting fees
- $474,890
- Occupancy
- $8,243,023
- Travel
- $7,028,803
- Depreciation
- $15,718,769
- Program services (functional)
- $1,020,945,767
- Management and general (functional)
- $178,994,131
Balance sheet and other
- Total assets, start of year
- $1,109,484,457
- Total assets, end of year
- $1,171,473,304
- Total liabilities, end of year
- $606,456,332
- Net assets, end of year
- $565,016,972
- Land, buildings and equipment
- $162,828,037
- Net assets without donor restrictions
- $565,016,972
- Gross unrelated business income
- -$518,876
- Gross receipts
- $1,365,876,302
- Employees
- 5,190
- Volunteers
- 519
- 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 |
|---|---|---|---|---|---|
| JAMES E DAVIES | PROFESSOR/physician Highest-paid employee | 40 | $3,332,011 | $138,679 | $103,998 |
| DAWN BULGARELLA | CEO, UAB HEALTH SYSTEM Trustee or director | 1 | $0 | $2,655,253 | $109,486 |
| MUSTAFA I AHMED | physician Highest-paid employee | 40 | $2,587,873 | $50,000 | $80,496 |
| CLIFTON LEWIS | physician Highest-paid employee | 40 | $1,511,246 | $202,734 | $142,559 |
| HERRICK J SIEGEL | physician Highest-paid employee | 40 | $1,610,687 | $41,564 | $94,414 |
| KYLE EUDAILEY | physician Highest-paid employee | 40 | $1,484,278 | $34,061 | $90,559 |
| HERBERT CHEN | DIRECTOR/physician Trustee or director | 40 | $1,172,277 | $239,312 | $149,151 |
| JAMES MARKERT | DIRECTOR/physician Trustee or director | 40 | $947,376 | $396,708 | $161,575 |
| ANUPAM AGARWAL | DIRECTOR/physician Trustee or director | 20 | $435,193 | $782,819 | $227,053 |
| CHERI CANON MD | PRESIDENT Trustee or director, Officer | 40 | $772,026 | $466,071 | $179,576 |
| RAY WATTS | FORMER PRESIDENT/BOARD MEMBER Former | 1 | $11,164 | $1,133,040 | $222,150 |
| JASON DANIEL | VICE PRESIDENT Officer | 40 | $22,211 | $599,418 | $127,539 |
| IRFAN ASIF MD | DIRECTOR/physician Trustee or director | 40 | $349,972 | $244,472 | $128,337 |
| YUNG LAU | director/physician Trustee or director | 40 | $455,034 | $86,829 | $113,780 |
| ADRIENNE LAHTI | director/physician Trustee or director | 40 | $190,950 | $386,621 | $74,584 |
23 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JENNIFER SCHNEIDER | INTERIM CFO Officer | 40 | $0 | $551,776 | $53,263 |
| TERRY C FRY | SECRETARY Officer | 10 | $72,943 | $399,853 | $127,703 |
| HUH WARNER MD | DIRECTOR/physician Trustee or director | 40 | $475,606 | $0 | $77,360 |
| NANCY TOFIL | director/physician Trustee or director | 40 | $328,546 | $72,380 | $81,856 |
| MARK DRANSFIELD | DIRECTOR/physician Trustee or director | 40 | $223,494 | $178,903 | $79,471 |
| JASON SADLER | CFO (THROUGH 04/30/2025) Officer | 40 | $0 | $384,404 | $85,328 |
| KEITH JONES | FORMER PRESIDENT Former | 0 | $140,583 | $219,078 | $78,376 |
| MITCH COHEN | director/physician Trustee or director | 40 | $0 | $318,055 | $81,972 |
| STEVEN PAYNE | FORMER INTERIM CFO Former | 40 | $323,772 | $0 | $48,715 |
| BARBARA J KNIGHT | DIRECTOR Trustee or director | 1 | $600 | $0 | $0 |
| CARL S THIGPEN | DIRECTOR Trustee or director | 1 | $600 | $0 | $0 |
| JEFFREY A BAYER | DIRECTOR Trustee or director | 1 | $600 | $0 | $0 |
| JOHN R THOMAS | DIRECTOR Trustee or director | 1 | $600 | $0 | $0 |
| MYLA CALHOUN | DIRECTOR Trustee or director | 1 | $600 | $0 | $0 |
| TRICIA WALLWORK | DIRECTOR Trustee or director | 1 | $600 | $0 | $0 |
| WILLIAM E HORTON | DIRECTOR Trustee or director | 1 | $600 | $0 | $0 |
| CHARLES D PERRY JR | DIRECTOR (THROUGH 10/28/2024) Trustee or director | 1 | $300 | $0 | $0 |
| JAMES OUTLAND | DIRECTOR Trustee or director | 1 | $300 | $0 | $0 |
| CT FITZPATRICK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIMI HEAD | DIRECTOR (THROUGH 10/28/2024) Trustee or director | 1 | $0 | $0 | $0 |
| TIM LEWIS | DIRECTOR (THROUGH 10/28/2024) Trustee or director | 1 | $0 | $0 | $0 |
| LAURA MCDONALD | DIRECTOR (AS OF 10/28/2024) Trustee or director | 1 | $0 | $0 | $0 |
| STAN STARNES | DIRECTOR (AS OF 10/28/2024) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 35 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES E DAVIES | PHYSICIAN Highest-paid employee | 40 | $3,414,241 | $128,857 | $90,465 |
| MUSTAFA I AHMED | PHYSICIAN Highest-paid employee | 40 | $2,780,553 | $50,000 | $75,212 |
| DAWN BULGARELLA | CEO, UAB Health System Trustee or director | 1 | $0 | $2,527,052 | $106,175 |
| REID JONES | FORMER CHIEF EXECUTIVE OFFICER Former | 0 | $35,170 | $2,400,819 | $95,821 |
| CLIFTON LEWIS | PHYSICIAN Highest-paid employee | 40 | $1,645,345 | $201,243 | $136,237 |
| HERRICK J SIEGEL | PHYSICIAN Highest-paid employee | 40 | $1,351,990 | $41,489 | $90,581 |
| CLAY SPITLER MD | PHYSICIAN Highest-paid employee | 40 | $1,382,558 | $24,300 | $75,308 |
| JAMES MARKERT | DIRECTOR/PHYSICIAN Trustee or director | 40 | $911,384 | $381,627 | $154,340 |
| HERBERT CHEN | DIRECTOR/PHYSICIAN Trustee or director | 40 | $1,064,685 | $230,148 | $142,857 |
| ANUPAM AGARWAL | DIRECTOR/PHYSICIAN Trustee or director | 20 | $407,265 | $728,831 | $187,782 |
| RAY WATTS | FORMER PRESIDENT Former | 1 | $11,058 | $1,098,911 | $212,341 |
| KEITH JONES | PRESIDENT (UNTIL MAY 2024) Trustee or director, Officer | 40 | $481,073 | $544,485 | $198,487 |
| CHERI CANON MD | PRESIDENT (START MAY 2024) Trustee or director, Officer | 40 | $714,180 | $293,178 | $122,912 |
| HUH WARNER MD | DIRECTOR/PHYSICIAN Trustee or director | 40 | $475,140 | $380,392 | $91,781 |
| SETH LANDEFELD | DIRECTOR/PHYSICIAN Trustee or director | 40 | $493,062 | $315,882 | $136,066 |
| IRFAN ASIF MD | DIRECTOR/PHYSICIAN Trustee or director | 40 | $364,966 | $235,073 | $127,365 |
| JASON DANIEL | VICE PRESIDENT Officer | 40 | $20,671 | $520,450 | $122,114 |
| ADRIENNE LAHTI | DIRECTOR/PHYSICIAN Trustee or director | 40 | $182,944 | $371,063 | $69,441 |
| TERRY C FRY | SECRETARY Officer | 10 | $70,994 | $370,966 | $100,157 |
| NANCY TOFIL | DIRECTOR/PHYSICIAN Trustee or director | 40 | $330,824 | $61,513 | $78,902 |
| JASON SADLER | CFO (START JULY 2024) Officer | 40 | $0 | $314,306 | $89,702 |
| MICHAEL F HECKMAN | FORMER CFO Former | 0 | $348,901 | $0 | $49,303 |
| STEVEN PAYNE | INTERIM CFO (UNTIL JULY 2024) Officer | 40 | $302,548 | $0 | $45,888 |
| LOU BAVERSO | COO, UAB HEALTH SYSTEM Officer | 40 | $0 | $309,023 | $12,202 |
| TIM LEWIS | DIRECTOR Trustee or director | 1 | $1,200 | $0 | $0 |
| MIMI HEAD | DIRECTOR Trustee or director | 1 | $1,200 | $0 | $0 |
| WILLIAM E HORTON | DIRECTOR Trustee or director | 1 | $1,200 | $0 | $0 |
| BARBARA J KNIGHT | DIRECTOR Trustee or director | 1 | $1,200 | $0 | $0 |
| JEFFREY A BAYER | DIRECTOR Trustee or director | 1 | $900 | $0 | $0 |
| JAMES OUTLAND | DIRECTOR Trustee or director | 1 | $900 | $0 | $0 |
| MYLA CALHOUN | DIRECTOR Trustee or director | 1 | $900 | $0 | $0 |
| CHARLES D PERRY JR | DIRECTOR Trustee or director | 1 | $900 | $0 | $0 |
| JOHN R THOMAS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CARL S THIGPEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CT FITZPATRICK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 37 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MUSTAFA I AHMED MD | Physician Highest-paid employee | 40 | $4,350,855 | $50,000 | $86,906 |
| JAMES E DAVIES MD | PROFESSOR/PHYSICIAN Highest-paid employee | 40 | $3,436,069 | $105,734 | $97,691 |
| CLIFTON LEWIS MD | PHYSICIAN Highest-paid employee | 40 | $2,107,554 | $0 | $73,408 |
| REID JONES | CHIEF EXECUTIVE OFFICER Officer | 1 | $7,976 | $2,058,477 | $112,495 |
| SELWYN VICKERS MD | DIRECTOR Former | 1 | $635,006 | $1,152,298 | $122,539 |
| DAWN BULGARELLA | DIR/CEO UABME(START JULY 2023) Trustee or director | 1 | $0 | $1,720,108 | $98,400 |
| CLAY SPITLER MD | Physician Highest-paid employee | 40 | $1,536,554 | $23,166 | $71,446 |
| RAY WATTS | Former President/Board member Former | 1 | $10,478 | $1,424,119 | $176,224 |
| KYLE EUDAILEY MD | Physician Highest-paid employee | 40 | $1,347,313 | $0 | $78,572 |
| HERBERT CHEN MD | DIRECTOR/PHYSICIAN Trustee or director | 40 | $1,041,184 | $222,096 | $133,140 |
| KEITH A JONES | PRESIDENT Trustee or director, Officer | 40 | $469,595 | $503,106 | $183,312 |
| CHERI CANON MD | DIRECTOR/Physician Trustee or director | 40 | $656,012 | $281,062 | $143,555 |
| SETH LANDEFELD | DIRECTOR/Physician Trustee or director | 40 | $489,821 | $301,463 | $129,457 |
| GEORGE NETTO | DIR/PHYSICIAN (UNTIL OCT 2022) Trustee or director | 40 | $657,236 | $139,707 | $117,336 |
| MIKE CHEN | DIR/PHYSICIAN (UNTIL DEC 2022) Trustee or director | 40 | $546,175 | $127,219 | $81,993 |
| IRAN ASIF MD | DIR/Physician(START JAN 2023) Trustee or director | 40 | $379,273 | $226,505 | $123,176 |
| ANUPAM AGARWAL MD | DIRECTOR/PHYSICIAN Trustee or director | 40 | $243,662 | $308,527 | $90,712 |
| ADRIENNE LAHTI | DIRECTOR (Starting Jan 2023) Trustee or director | 40 | $172,956 | $356,527 | $66,139 |
| HUH WARNER MD | Director/Physician Trustee or director | 40 | $438,896 | $0 | $69,651 |
| PATRICIA PRITCHETT | FMR EXECUTIVE VICE PRESIDENT Former | 20 | $452,635 | $0 | $48,236 |
| NANCY TOFIL | Director (STARTING APRIL 2023) Trustee or director | 40 | $323,242 | $56,646 | $62,808 |
| MICHAEL F HECKMAN | CFO (UNTIL JULY 2023) Officer | 40 | $332,397 | $0 | $47,696 |
| STEVEN PAYNE | Interim CFO (STRT AUG 2023) Officer | 40 | $264,084 | $0 | $41,285 |
| TERRY C FRY | SECRETARY Officer | 10 | $23,665 | $224,423 | $53,011 |
| JASON DANIEL | VICE PRESIDENT Officer | 40 | $163,834 | $76,337 | $40,882 |
| WILLIAM E HORTON | DIRECTOR Trustee or director | 1 | $1,200 | $0 | $0 |
| CARL S THIGPEN | DIRECTOR Trustee or director | 1 | $1,200 | $0 | $0 |
| JOHN R THOMAS | DIRECTOR Trustee or director | 1 | $1,200 | $0 | $0 |
| TIM LEWIS | DIRECTOR Trustee or director | 1 | $1,200 | $0 | $0 |
| BARBARA J KNIGHT | DIRECTOR Trustee or director | 1 | $1,200 | $0 | $0 |
| CHARLES D PERRY JR | Director Trustee or director | 1 | $1,200 | $0 | $0 |
| JEFFREY A BAYER | DIRECTOR Trustee or director | 1 | $900 | $0 | $0 |
| MIMI HEAD | DIRECTOR Trustee or director | 1 | $900 | $0 | $0 |
| JAMES OUTLAND | DIRECTOR Trustee or director | 1 | $600 | $0 | $0 |
| CT FITZPATRICK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARK CROSSWHITE | DIRECTOR (UNTIL JAN 2023) Trustee or director | 1 | $0 | $0 | $0 |
| MYLA CALHOUN | Director (STARTING APRIL 2023) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 15 20TH ST SOUTH, BIRMINGHAM, AL 35233-2000
- In care of
- % JAMES WILLIAM ANDERSON
- Principal officer (990 for 2024)
- CHERI CANON MD, PO BOX 55407, BIRMINGHAM, AL 35255
- Signed the 990
- JAMES WILLIAM ANDERSON, CFO
- Phone
- (205) 731-9600
- Return prepared by
- PWC US TAX LLP
Mission
COORDINATE AND DELIVER PATIENT CARE IN A GROUP PRACTICE SETTING WITHIN THE ACADEMIC ENVIRONMENT OF THE UNIVERSITY OF ALABAMA AT BIRMINGHAM.
Program accomplishments
- OPERATION OF A NONPROFIT PHYSICIAN GROUP PRACTICE CLOSELY AFFILIATED WITH THE UNIVERSITY OF ALABAMA AT BIRMINGHAM. HSF CONSISTS OF OVER 1,422 FACULTY PHYSICIANS AND FELLOWS OFFERING SERVICES IN 33 SPECIALTIES. THESE SERVICES ARE REINFORCED BY THE RESEARCH AND EDUCATIONAL PROGRAMS OF UAB'S ACADEMIC HEALTH CENTER, RESULTING IN STATE-OF-THE-ART CARE.Expenses $1,020,945,767 · grants $31,329,901 · revenue $1,136,524,992
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 | 990 on file |
IRS record
- EIN
- 63-0649108
- 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)
- Health care (E60)
- Assets (IRS master file)
- $1,171,473,304
- Income (IRS master file)
- $1,365,876,302
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,240,858,872 | $1,199,939,898 | $1,171,473,304 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $1,157,807,354 | $1,111,205,233 | $1,109,484,457 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $1,041,041,429 | $1,014,005,624 | $958,953,030 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $918,990,826 | $943,244,695 | $936,629,830 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | 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 63-0649108).
Questions about UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC
- What is the EIN of UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC?
- The employer identification number (EIN) of UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC is 63-0649108.
- Is UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC 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 UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC 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 UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC 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 UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC?
- The 990 for the year ended September 30, 2025 names CHERI CANON MD.
- Who are the officers and directors of UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC?
- The 990 for the year ended September 30, 2025 lists 38 people; 29 received compensation from the organization, the highest $3,332,011 (JAMES E DAVIES, PROFESSOR/physician).
- How much revenue does UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,240,858,872, expenses of $1,199,939,898 and total assets of $1,171,473,304 at year end.
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