Nonprofit · EIN 63-1182994
UAB MEDICINE ENTERPRISE
Tax-exempt · BIRMINGHAM, AL 35233
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $80,343,973 | $84,864,988 | -$4,521,015 | $259,646,255 | $159,184,271 | $100,461,984 |
| September 30, 2024 | 990 | $64,370,393 | $80,248,217 | -$15,877,824 | $259,359,679 | $154,376,680 | $104,982,999 |
| September 30, 2023 | 990 | $50,665,731 | $58,981,764 | -$8,316,033 | $286,969,442 | $166,108,619 | $120,860,823 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $25,672,643
- Program service revenue
- $51,344,756
- Investment income
- $3,326,574
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $19,883,236
- Compensation of officers, directors and key employees
- $9,669,486
- Other salaries and wages
- $20,141,611
- Salaries, compensation and benefits (total)
- $31,270,696
- Professional fundraising fees
- $0
- Legal fees
- $938,482
- Accounting fees
- $163,250
- Occupancy
- $573,180
- Travel
- $264,956
- Depreciation
- $2,724,917
- Program services (functional)
- $19,883,236
- Management and general (functional)
- $64,981,752
Balance sheet and other
- Total assets, start of year
- $259,359,679
- Total assets, end of year
- $259,646,255
- Total liabilities, end of year
- $159,184,271
- Net assets, end of year
- $100,461,984
- Land, buildings and equipment
- $107,390,643
- Publicly traded securities
- $1,938,915
- Net assets without donor restrictions
- $100,461,984
- Gross receipts
- $80,343,973
- Employees
- 771
- Volunteers
- 0
- Year formed
- 1996
- 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 | Chief Executive Officer Trustee or director, Officer | 40 | $2,655,253 | $0 | $109,486 |
| LOUIS BAVERSO | COO & VP Trustee or director, Officer | 40 | $1,471,486 | $0 | $125,357 |
| ANUPAM AGARWAL | SVP MEDICINE & DEAN SOM Trustee or director, Officer | 20 | $535,819 | $682,193 | $227,053 |
| CHERI CANON MD | CHIEF PHYSICIAN EXECUTIVE Key employee | 40 | $390,403 | $847,694 | $179,576 |
| RAY WATTS | CHAIR & PRESIDENT Trustee or director, Officer | 20 | $419,264 | $724,940 | $222,150 |
| MARTIN HESLIN | CHIEF QUALITY OFFICER Key employee | 40 | $1,064,872 | $50,103 | $141,133 |
| SUSAN JENNINGS | CFO & TREASURER Officer | 40 | $1,134,730 | $0 | $101,452 |
| DAVID RANDALL | CHIEF STRATEGY OFFICER Key employee | 40 | $855,674 | $0 | $119,535 |
| CHRISTOPHER MEEKS | VICE PRESIDENT OF REV. CYCLE Highest-paid employee | 40 | $548,624 | $0 | $117,027 |
| CHARLES PITTS | VP OF MANAGED CARE CONTRACTING Highest-paid employee | 40 | $488,477 | $0 | $103,754 |
| JEAN ANN LARSON | CHIEF LEADERSHIP DEV. OFFICER Highest-paid employee | 40 | $406,473 | $0 | $88,521 |
| ARPAN LIMDI | CHIEF FACILITIES OFFICER Key employee | 20 | $120,375 | $331,639 | $27,671 |
| JEFFREY SIMMONS | VP/LEAD PHYSICIAN UAB MEDICINE Highest-paid employee | 40 | $367,209 | $0 | $73,042 |
| ADRIENNE STEADING | AVP MARKETING Highest-paid employee | 40 | $311,120 | $0 | $55,201 |
990 for the year ended September 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAWN BULGARELLA | Chief Executive Officer Trustee or director, Officer | 40 | $2,527,052 | $0 | $106,175 |
| REID JONES | CEO & VP (UNTIL 9/24) Trustee or director, Officer | 40 | $2,400,819 | $35,170 | $95,821 |
| RAY WATTS | CHAIR & PRESIDENT Trustee or director, Officer | 20 | $411,791 | $722,178 | $212,341 |
| ANUPAM AGARWAL | SENIOR VP FOR MEDICINE & DEAN Trustee or director, Officer | 20 | $491,228 | $644,868 | $187,782 |
| SUSAN JENNINGS | CFO & TREASURER Officer | 40 | $779,848 | $0 | $94,889 |
| DAVID RANDALL | CHIEF STRATEGY OFFICER Key employee | 40 | $713,785 | $0 | $113,215 |
| CLAYTON RYAN | VP GOV'T AFFAIRS (UNTIL 10/23) Key employee | 40 | $716,531 | $0 | $54,584 |
| DONALD LILLY | SR VP NETWORK DEV (UNTIL 4/24) Key employee | 40 | $574,203 | $0 | $111,105 |
| CHARLES PITTS | VP OF MANAGED CARE CONTRACTING Highest-paid employee | 40 | $433,558 | $0 | $100,164 |
| CHRISTOPHER MEEKS | VP CLINICAL FUND/EXEC DIR AOC Highest-paid employee | 40 | $428,828 | $0 | $81,586 |
| JEAN ANN LARSON | CHIEF LEADERSHIP DEV. OFFICER Highest-paid employee | 40 | $345,395 | $0 | $88,025 |
| JEFFREY SIMMONS | VP/LEAD PHYSICIAN UAB MEDICINE Highest-paid employee | 40 | $359,273 | $0 | $70,042 |
| RUTH LEETH | CHIEF OF STAFF Highest-paid employee | 40 | $334,943 | $0 | $71,933 |
| LOUIS BAVERSO | CHIEF OPS OFFICER (BEGIN 9/24) Trustee or director, Officer | 40 | $309,023 | $0 | $12,202 |
990 for the year ended September 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| REID JONES | CEO & VP Trustee or director, Officer | 40 | $2,058,477 | $7,976 | $112,495 |
| DAWN BULGARELLA | VP & Secretary Trustee or director, Officer | 40 | $1,720,108 | $0 | $98,400 |
| RAY WATTS MD | Chair & President Trustee or director, Officer | 20 | $749,516 | $685,081 | $176,224 |
| ISAAC WILLIAM FERNIANY PHD | FORMER CEO Former | 40 | $949,254 | $0 | $0 |
| CLAYTON RYAN | VP GOV'T AFFAIRS/SPEC COUNSEL Key employee | 40 | $877,777 | $0 | $50,544 |
| DAVID RANDALL | Chief Strategy Officer Key employee | 40 | $666,844 | $0 | $111,563 |
| ANUPAM AGARWAL | BOARD MEMBER Trustee or director, Officer | 0 | $84,733 | $467,456 | $90,712 |
| SUSAN JENNINGS | CFO & Treasurer Officer | 40 | $192,867 | $354,787 | $91,257 |
| DONALD LILLY | SR VP NETWORK DEVELOPMENT Key employee | 40 | $518,384 | $0 | $110,520 |
| JEAN ANN LARSON | Chief Leadership Dev. Officer Highest-paid employee | 40 | $335,115 | $0 | $100,449 |
| CHRISTOPHER MEEKS | VP CLINICAL FUND/EXEC DIR AOC Highest-paid employee | 40 | $315,753 | $0 | $68,698 |
| ADRIENNE STEADING | AVP Marketing Highest-paid employee | 40 | $281,592 | $0 | $48,337 |
| MAELYNN CHEUNG | AVP Corporate Communications Highest-paid employee | 40 | $267,297 | $0 | $52,660 |
| RAHEEL FAROUGH | FORMER VP CONTRACTING/VENTURES Highest-paid employee | 40 | $256,027 | $0 | $17,236 |
Address and contacts
- Address (IRS master file)
- 500 22ND STREET SOUTH SUITE 408, BIRMINGHAM, AL 35233-3110
- In care of
- % CHARLOTTE LOWERY
- Principal officer (990 for 2024)
- DAWN BULGARELLA, 500 22ND ST S STE 408, BIRMINGHAM, AL 352333110
- Signed the 990
- SUSAN JENNINGS, CFO
- Phone
- (205) 975-5413
- Return prepared by
- PWC US TAX LLP
Mission
TO PROVIDE COMMON MANAGEMENT OF THE EXISTING AND FUTURE HEALTHCARE DELIVERY OPERATIONS (THE "JOINT HEALTHCARE OPERATIONS") OF THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ALABAMA AND THE UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C.
Program accomplishments
- SEE SCHEDULE OExpenses $19,883,236 · grants $19,883,236 · revenue $51,344,756
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
- 63-1182994
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E99)
- Assets (IRS master file)
- $259,646,255
- Income (IRS master file)
- $80,343,973
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $80,343,973 | $84,864,988 | $259,646,255 | XML |
| 990 | September 2024 | $64,370,393 | $80,248,217 | $259,359,679 | XML |
| 990 | September 2023 | $50,665,731 | $58,981,764 | $286,969,442 | XML |
| 990 | September 2022 | $104,475,642 | $52,038,860 | $330,192,087 | 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 63-1182994).
Questions about UAB MEDICINE ENTERPRISE
- What is the EIN of UAB MEDICINE ENTERPRISE?
- The employer identification number (EIN) of UAB MEDICINE ENTERPRISE is 63-1182994.
- Is UAB MEDICINE ENTERPRISE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to UAB MEDICINE ENTERPRISE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UAB MEDICINE ENTERPRISE 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 UAB MEDICINE ENTERPRISE 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 UAB MEDICINE ENTERPRISE 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 UAB MEDICINE ENTERPRISE?
- The 990 for the year ended September 30, 2025 names DAWN BULGARELLA.
- Who are the officers and directors of UAB MEDICINE ENTERPRISE?
- The 990 for the year ended September 30, 2025 lists 14 people; 14 received compensation from the organization, the highest $2,655,253 (DAWN BULGARELLA, Chief Executive Officer).
- How much revenue does UAB MEDICINE ENTERPRISE have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $80,343,973, expenses of $84,864,988 and total assets of $259,646,255 at year end.
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