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Nonprofit · EIN 63-0975107

UNITED STATES HEALTH & HOUSING FOUNDATION INC

Also known as OAKVIEW MANOR

Tax-exempt · OZARK, AL 36360

Financials

$12.2M$10M2023$10.4M$10.3M2024
Revenue Expenses · by fiscal year end
Financials of UNITED STATES HEALTH & HOUSING FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$10,365,296$10,321,055$44,241$12,974,910$538,878$12,436,032
June 30, 2024990$12,199,348$10,019,886$2,179,462$12,725,285$502,242$12,223,043
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$3,042
of which government grants
$3,042
Program service revenue
$10,056,046
Investment income
$306,208
Other revenue
$0

Expenses

Grants and similar amounts paid
$226,975
Compensation of officers, directors and key employees
$430,003
Other salaries and wages
$4,105,790
Salaries, compensation and benefits (total)
$5,423,124
Professional fundraising fees
$0
Legal fees
$25,078
Accounting fees
$32,435
Occupancy
$36,000
Travel
$913
Depreciation
$184,679
Program services (functional)
$7,489,302
Management and general (functional)
$2,831,753

Balance sheet and other

Total assets, start of year
$12,725,285
Total assets, end of year
$12,974,910
Total liabilities, end of year
$538,878
Net assets, end of year
$12,436,032
Land, buildings and equipment
$1,269,060
Publicly traded securities
$1,138,750
Net assets without donor restrictions
$12,436,032
Gross receipts
$10,365,296
Employees
99
Year formed
1988
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
V HUGO MARX IVPRESIDENT
Trustee or director, Officer
40$185,629
SHERRY ROBERTSADMINISTRATO
Highest-paid employee
40$167,829
KATHY INGALLSDIRECTOR OF
Highest-paid employee
40$167,315
DANA MURREYASST DIR NUR
Highest-paid employee
40$147,023
LISA T MARXSECRETARY
Trustee or director, Officer
40$123,390
HUGO MARX IIIVICE-PRESIDE
Trustee or director, Officer
30$120,984
VALERIE LEVENSNURSE
Highest-paid employee
40$115,661
990 for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
V HUGO MARX IVPRESIDENT
Trustee or director, Officer
40$178,132
SHERRY ROBERTSADMINISTRATO
Highest-paid employee
40$161,797
KATHY INGALLSDIRECTOR OF
Highest-paid employee
40$160,497
DANA MERREYASSIST. DIR.
Highest-paid employee
40$139,880
HUGO MARX IIIVICE-PRESIDE
Trustee or director, Officer
30$123,295
LISA T MARXSECRETARY
Trustee or director, Officer
40$117,121

Address and contacts

Address (IRS master file)
929 MIXON SCHOOL ROAD, OZARK, AL 36360-6160
Principal officer (990 for 2024)
V HUGO MARX IV, 711 SOUTH 29TH STREET, BIRMINGHAM, AL 35233
Signed the 990
V HUGO MARX IV, PRESIDENT
Phone
(334) 808-9995
Return prepared by
CAMERON TRAVIS & COMPANY PC

Mission

THE UNITED STATES HEALTH & HOUSING FOUNDATION, INC. ("THE FOUNDATION") WAS ORGANIZED IN THE LATE 1980'S AND IS COMMITTED TO ENGAGE IN CIVIC AND CHARITABLE ACTIVITES AND ESTABLISHING, OPERATING AND MAINTAINING NURSING HOMES AND RELATED HEALTH CARE SERVICES AND FACILITIES,LOW INCOME HOUSING FACILITIES, AND RETIREMENT HOUSING FACILITIES FOR THE ELDERLY.

990 for the year ended June 30, 2025

Program accomplishments

  • OUR PRIMARY PURPOSE IS TO PROVIDE NURSING HOME CARE TO THE ELDERLY AND DISABLED.
    Expenses $7,262,327 · revenue $10,056,046
  • TO PROVIDE FINANCIAL SUPPORT FOR VARIOUS LOCAL GOVERNMENTS AND CHARITABLE ORGANIZATIONS.
    Expenses $226,975 · grants $226,975

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
63-0975107
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
1988
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E91Z)
Assets (IRS master file)
$12,974,910
Income (IRS master file)
$10,365,296

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$10,365,296$10,321,055$12,974,910XML
990June 2024$12,199,348$10,019,886$12,725,285XML
990June 2023$10,792,482$9,983,129$11,166,630IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––IRS
990June 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 63-0975107).

Questions about UNITED STATES HEALTH & HOUSING FOUNDATION INC

What is the EIN of UNITED STATES HEALTH & HOUSING FOUNDATION INC?
The employer identification number (EIN) of UNITED STATES HEALTH & HOUSING FOUNDATION INC is 63-0975107.
Is UNITED STATES HEALTH & HOUSING FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to UNITED STATES HEALTH & HOUSING FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNITED STATES HEALTH & HOUSING FOUNDATION 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 UNITED STATES HEALTH & HOUSING FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNITED STATES HEALTH & HOUSING FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of UNITED STATES HEALTH & HOUSING FOUNDATION INC?
The 990 for the year ended June 30, 2025 names V HUGO MARX IV.
Who are the officers and directors of UNITED STATES HEALTH & HOUSING FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 7 people; 7 received compensation from the organization, the highest $185,629 (V HUGO MARX IV, PRESIDENT).
How much revenue does UNITED STATES HEALTH & HOUSING FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $10,365,296, expenses of $10,321,055 and total assets of $12,974,910 at year end.

Other nonprofits in OZARK

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