Nonprofit · EIN 63-0810661
CAPSTONE HEALTH SERVICES FOUNDATION P C
Tax-exempt · TUSCALOOSA, AL 35487
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $43,955,207 | $45,868,047 | -$1,912,840 | $37,578,501 | $11,989,227 | $25,589,274 |
| September 30, 2024 | 990 | $39,404,269 | $43,591,237 | -$4,186,968 | $40,416,369 | $13,153,061 | $27,263,308 |
| September 30, 2023 | 990 | $40,105,997 | $38,118,066 | $1,987,931 | $40,047,489 | $10,051,753 | $29,995,736 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $42,946,700
- Investment income
- $1,008,507
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,307,716
- Other salaries and wages
- $19,579,603
- Salaries, compensation and benefits (total)
- $26,185,087
- Professional fundraising fees
- $0
- Legal fees
- $54,660
- Accounting fees
- $30,000
- Occupancy
- $163,664
- Travel
- $494,916
- Depreciation
- $839,000
- Program services (functional)
- $34,401,035
- Management and general (functional)
- $11,467,012
Balance sheet and other
- Total assets, start of year
- $40,416,369
- Total assets, end of year
- $37,578,501
- Total liabilities, end of year
- $11,989,227
- Net assets, end of year
- $25,589,274
- Land, buildings and equipment
- $835,168
- Publicly traded securities
- $14,333,673
- Net assets without donor restrictions
- $25,589,274
- Gross receipts
- $43,955,207
- Employees
- 113
- Volunteers
- 5
- Year formed
- 1981
- 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 |
|---|---|---|---|---|---|
| ANUPAM AGARWAL | BOARD MEMBER/DEAN MED SCHOOL Trustee or director | 1 | $0 | $1,218,013 | $227,053 |
| STUART BELL | BOARD MEMBER/PRESIDENT UA Trustee or director | 1 | $0 | $906,298 | $248,845 |
| RICHARD FRIEND | BOARD MEMBER/DEAN-CCHS Trustee or director | 10 | $180,000 | $346,533 | $91,421 |
| SHUAIB MOHAMED | HOSPITALIST Highest-paid employee | 40 | $545,752 | $0 | $31,500 |
| MONICA BUI | HOSPITALIST Highest-paid employee | 40 | $478,217 | $0 | $35,496 |
| LISA GILLESPIE | HOSPITALIST Highest-paid employee | 40 | $473,433 | $0 | $37,252 |
| JONATHAN SHERRILL | HOSPITALIST Highest-paid employee | 40 | $436,912 | $0 | $32,820 |
| HARITHA GUTTIKONDA | HOSPITALIST Highest-paid employee | 40 | $433,071 | $0 | $32,559 |
| KAREN BURGESS | FORMER PRESIDENT Former | 10 | $112,568 | $244,627 | $77,709 |
| THOMAS WEIDA | BOARD MEMBER/ASSOCIATE DEAN Trustee or director | 10 | $75,492 | $222,494 | $54,421 |
| RAY STEWART | PRESIDENT Officer | 10 | $100,084 | $163,498 | $54,800 |
| DRAKE LAVENDER | FORMER FACULTY REPRESENTATIVE Former | 0 | $91,100 | $144,682 | $55,097 |
| SACHIN SHENOY | VICE PRESIDENT Officer | 10 | $131,380 | $115,241 | $39,529 |
| ALLISON ARENDALE | SECRETARY/TREASURER Officer | 10 | $0 | $220,974 | $61,917 |
| ANNE HALLI-TIERNEY | FACULTY REPRESENTATIVE Trustee or director | 10 | $61,508 | $138,666 | $49,598 |
7 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MATTHEW FAJACK | BOARD MEMBER/VP FINANCE UA Trustee or director | 1 | $0 | $134,726 | $5,349 |
| JOSEPH BROWN | BOARD MEMBER Trustee or director | 1 | $0 | $95,659 | $17,391 |
| ANGELA HAMITER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES JONES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS MCGEE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CYNTHIA ALMOND | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARK WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANUPAM AGARWAL | BOARD MEMBER/DEAN MED SCHOOL Trustee or director | 1 | $0 | $1,136,096 | $187,782 |
| STUART BELL | BOARD MEMBER/PRESIDENT UA Trustee or director | 1 | $0 | $887,063 | $240,719 |
| LISA GILLESPIE | HOSPITALIST Highest-paid employee | 40 | $587,668 | $0 | $52,890 |
| RICHARD FRIEND | BOARD MEMBER/DEAN-CCHS Trustee or director | 10 | $179,999 | $331,771 | $86,886 |
| SHUAIB MOHAMED | HOSPITALIST Highest-paid employee | 40 | $536,749 | $0 | $48,307 |
| JAMIE LOWTHER | HOSPITALIST Highest-paid employee | 40 | $509,146 | $0 | $45,823 |
| MATTHEW FAJACK | BOARD MEMBER/VP FINANCE UA Trustee or director | 1 | $0 | $466,884 | $69,708 |
| MONICA BUI | HOSPITALIST Highest-paid employee | 40 | $474,049 | $0 | $42,664 |
| JONATHAN SHERRILL | HOSPITALIST Highest-paid employee | 40 | $464,079 | $0 | $41,767 |
| HARITHA GUTTIKONDA | FORMER HOSPITALIST Former | 1 | $415,362 | $0 | $37,382 |
| KAREN BURGESS | PRESIDENT Officer | 10 | $114,663 | $236,224 | $74,572 |
| THOMAS WEIDA | BOARD MEMBER/ASSOCIATE DEAN Trustee or director | 10 | $75,495 | $217,711 | $53,701 |
| GRIER STEWART | FORMER FACULTY REPRESENTATIVE Former | 0 | $94,015 | $159,620 | $56,403 |
| RAY STEWART | VICE PRESIDENT Officer | 10 | $91,910 | $153,445 | $51,691 |
| DRAKE LAVENDER | FORMER FACULTY REPRESENTATIVE Former | 0 | $87,167 | $140,844 | $53,309 |
| ANNE HALLI-TIERNEY | FACULTY REPRESENTATIVE Trustee or director | 10 | $65,567 | $132,458 | $48,373 |
| ALLISON ARENDALE | SECRETARY/TREASURER Officer | 10 | $0 | $183,169 | $54,693 |
| JOSEPH BROWN | BOARD MEMBER Trustee or director | 1 | $0 | $92,510 | $16,630 |
| ANGELA HAMITER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES JONES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS MCGEE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CYNTHIA ALMOND | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARK WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SELWYN VICKERS MD | BOARD MEMBER/DEAN MED SCHOOL Trustee or director | 1 | $0 | $1,787,304 | $122,539 |
| STUART BELL | BOARD MEMBER/PRESIDENT UA Trustee or director | 1 | $0 | $855,595 | $224,458 |
| SHUAIB MOHAMED | HOSPITALIST Highest-paid employee | 40 | $575,040 | $0 | $51,754 |
| RICHARD FRIEND | BOARD MEMBER/DEAN-CCHS Trustee or director | 10 | $180,020 | $318,889 | $83,849 |
| JONATHAN SHERRILL | HOSPITALIST Highest-paid employee | 40 | $509,033 | $0 | $45,813 |
| MONICA BUI | HOSPITALIST Highest-paid employee | 40 | $490,002 | $0 | $44,100 |
| MATTHEW FAJACK | BOARD MEMBER/VP FINANCE UA Trustee or director | 1 | $0 | $448,537 | $68,591 |
| JAMIE LOWTHER | HOSPITALIST Highest-paid employee | 40 | $466,981 | $0 | $42,028 |
| HARITHA GUTTIKONDA | HOSPITALIST Highest-paid employee | 40 | $414,050 | $0 | $37,264 |
| KAREN BURGESS | PRESIDENT Officer | 10 | $86,585 | $228,896 | $70,622 |
| THOMAS WEIDA | BOARD MEMBER/ASSOCIATE DEAN Trustee or director | 10 | $70,317 | $220,848 | $53,433 |
| GRIER STEWART | FORMER FACULTY REPRESENTATIVE Former | 0 | $84,749 | $150,545 | $53,659 |
| RAY STEWART | VICE PRESIDENT Officer | 10 | $81,065 | $139,166 | $50,541 |
| DRAKE LAVENDER | FACULTY REPRESENTATIVE Trustee or director | 10 | $75,970 | $136,293 | $51,242 |
| ALLISON ARENDALE | SECRETARY/TREASURER Officer | 10 | $0 | $171,262 | $55,458 |
| JOSEPH BROWN | BOARD MEMBER Trustee or director | 1 | $0 | $83,420 | $19,718 |
| CHARLES JONES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS MCGEE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CYNTHIA ALMOND | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARK WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ANGELA HAMITER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 870326, TUSCALOOSA, AL 35487-0326
- In care of
- % ALLISON ARENDALE
- Principal officer (990 for 2024)
- KAREN BURGESS, PO BOX 870326, TUSCALOOSA, AL 354870326
- Signed the 990
- ALLISON ARENDALE, SECRETARY/TREASURER
- Phone
- (205) 348-5203
- Return prepared by
- PWC US TAX LLP
Mission
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). CCHS'S 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.
Program accomplishments
- THE FOUNDATION IS DEDICATED TO PROVIDING AN ORGANIZATION AND FRAMEWORK TO DEVELOP AND FURNISH PATIENT CARE, WITHOUT REGARD FOR THE PATIENTS' ABILITY TO PAY, THROUGH ITS OUTPATIENT CLINIC CARE, THE UNIVERSITY MEDICAL CENTER. THE FOUNDATION ALSO PROVIDES ASSISTANCE TO THE UNIVERSITY OF ALABAMA SCHOOL OF MEDICINE, TUSCALOOSA PROGRAM, AND THE COLLEGE OF COMMUNITY HEALTH SCIENCES. THE CLINIC REPRESENTS EIGHT MEDICAL SPECIALITIES, INCLUDING FAMILY MEDICINE, INTERNAL MEDICINE, OBSTETRICS AND GYNECOLOGY, PEDIATRICS, PSYCHIATRY, NEUROLOGY, SPORTS MEDICINE, HOSPITALIST MEDICINE, AND SURGERY, AS WELL AS THE FACULTY STAFF CLINIC AND WELLNESS CLINIC. THE FOUNDATION ALSO OPERATES CLINICAL COMPONENTS OF, OR RELATING TO, THE STUDENT HEALTH CENTER, THE TUSCALOOSA FAMILY MEDICINE RESIDENCY PROGRAM AND ITS 48 RESIDENTS, APPROXIMATELY 65 MEDICAL STUDENTS, FELLOWSHIPS IN SPORTS MEDICINE, HOSPITALIST MEDICINE, EMERGENCY MEDICINE, GERIATRICS, OBSTETRICS AND PSYCHIATRY, AND COMMUNITY-BASED CLINICAL WORK UNDER CONTRACT, OR IN AFFILIATION WITH, A VARIETY OF PARTNERS/COLLABORATORS.Expenses $34,401,035 · revenue $42,946,700
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
- 63-0810661
- 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
- 1981
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $37,578,501
- Income (IRS master file)
- $43,955,207
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $43,955,207 | $45,868,047 | $37,578,501 | XML |
| 990 | September 2024 | $39,404,269 | $43,591,237 | $40,416,369 | XML |
| 990 | September 2023 | $40,105,997 | $38,118,066 | $40,047,489 | XML |
| 990 | September 2022 | $36,524,337 | $35,413,716 | $31,622,404 | 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 63-0810661).
Questions about CAPSTONE HEALTH SERVICES FOUNDATION P C
- What is the EIN of CAPSTONE HEALTH SERVICES FOUNDATION P C?
- The employer identification number (EIN) of CAPSTONE HEALTH SERVICES FOUNDATION P C is 63-0810661.
- Is CAPSTONE HEALTH SERVICES FOUNDATION P C tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to CAPSTONE HEALTH SERVICES FOUNDATION P C tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CAPSTONE HEALTH SERVICES FOUNDATION P C 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 CAPSTONE HEALTH SERVICES FOUNDATION P C 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 CAPSTONE HEALTH SERVICES FOUNDATION P C 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 CAPSTONE HEALTH SERVICES FOUNDATION P C?
- The 990 for the year ended September 30, 2025 names KAREN BURGESS.
- Who are the officers and directors of CAPSTONE HEALTH SERVICES FOUNDATION P C?
- The 990 for the year ended September 30, 2025 lists 22 people; 12 received compensation from the organization.
- How much revenue does CAPSTONE HEALTH SERVICES FOUNDATION P C have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $43,955,207, expenses of $45,868,047 and total assets of $37,578,501 at year end.
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