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Nonprofit · EIN 63-1206956

UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION

Tax-exempt · BIRMINGHAM, AL 35233

Financials

$17.3M$18M2022$15M$14.9M2023$8.1M$7.8M2024
Revenue Expenses · by fiscal year end
Financials of UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$8,092,722$7,781,981$310,741$2,015,853$401,796$1,614,057
September 30, 2024990$15,009,590$14,898,135$111,455$1,661,929$358,613$1,303,316
September 30, 2023990$17,342,172$18,007,088-$664,916$2,449,668$1,257,807$1,191,861
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$333,332
Program service revenue
$7,759,390
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$688,815
Other salaries and wages
$5,417,528
Salaries, compensation and benefits (total)
$7,206,265
Professional fundraising fees
$0
Program services (functional)
$7,781,981

Balance sheet and other

Total assets, start of year
$1,661,929
Total assets, end of year
$2,015,853
Total liabilities, end of year
$401,796
Net assets, end of year
$1,614,057
Net assets without donor restrictions
$1,614,057
Gross receipts
$8,092,722
Employees
43
Volunteers
25
Year formed
1998
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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
DAWN BULGARELLADIRECTOR
Trustee or director
0.25$0$2,655,253$109,486
BRIAN SAMUELSPRESIDENT
Trustee or director, Officer
40$423,116$399,293$161,634
ROBERT KNOXPHYSICIAN
Highest-paid employee
40$726,646$2,923$67,002
DARRELL JOINER MDPHYSICIAN
Highest-paid employee
40$696,933$7,520$80,330
MICHAEL CALLAHAN MDPHYSICIAN
Highest-paid employee
40$594,353$10,000$77,313
JASON SWANNER MDDIRECTOR OF CLINICAL OPERATION
Key employee
40$568,670$5,853$68,054
JAMES BLACKSTONE MDPHYSICIAN
Highest-paid employee
40$539,845$2,500$64,130
BLYTHE MONHEIT MDPHYSICIAN
Highest-paid employee
40$465,428$3,583$64,134
CHRISTOPHER GIRKIN MDFORMER PRESIDENT
Former
0$94,345$265,695$61,051
GARRETT GROVERCEO
Officer
40$0$369,081$29,410
SHELBY SMITHSECRETARY/TREASURER
Officer
8$0$200,734$21,770
STEPHEN YODER JDCHAIRMAN
Trustee or director
1$0$6,400$24
DANNY MCKINNEYBOARD MEMBER
Trustee or director
1$0$0$0
JOAN RAGSDALEBOARD MEMBER
Trustee or director
1$0$0$0
990 for the year ended September 30, 2024: 14 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DAWN BULGARELLADIRECTOR
Trustee or director
0.25$0$2,527,052$106,175
BRIAN SAMUELSPRESIDENT
Trustee or director, Officer
40$423,116$269,159$141,969
ROBERT KNOXPHYSICIAN
Highest-paid employee
40$726,646$5,000$67,298
DARRELL JOINER MDPHYSICIAN
Highest-paid employee
40$696,933$7,520$80,318
MICHAEL CALLAHAN MDPHYSICIAN
Highest-paid employee
40$594,353$10,000$77,322
JASON SWANNER MDDIRECTOR OF CLINICAL OPERATION
Key employee
40$568,670$10,014$68,706
GARRETT GROVERCEO
Officer
40$0$507,817$111,535
JAMES W BLACKSTONE MDPHYSICIAN
Highest-paid employee
40$539,845$5,000$64,582
CHRISTOPHER GIRKIN MDFORMER PRESIDENT
Former
1$94,345$371,582$68,894
BLYTHE MONHEIT MDPHYSICIAN
Highest-paid employee
40$465,428$5,190$58,698
SHELBY SMITHSECRETARY/TREASURER
Officer
8$0$200,734$21,770
STEPHEN YODER JDCHAIRMAN
Trustee or director
1$0$5,942$84
DANNY MCKINNEYBOARD MEMBER
Trustee or director
1$0$0$0
JOAN RAGSDALEBOARD MEMBER
Trustee or director
1$0$0$0
990 for the year ended September 30, 2023: 14 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DAWN BULGARELLADIRECTOR
Trustee or director
0.25$0$1,720,108$98,400
JASON SWANNER MDDIRECTOR OF CLINICAL OPERATION
Key employee
40$1,050,555$10,013$75,594
ROBERT KNOXPHYSICIAN
Highest-paid employee
40$1,020,276$5,000$73,571
CARSON BEE MDPHYSICIAN
Highest-paid employee
40$976,718$5,000$75,968
DARRELL JOINER MDPHYSICIAN
Highest-paid employee
40$887,168$7,520$72,999
JAMES W BLACKSTONE MDPHYSICIAN
Highest-paid employee
40$860,125$5,000$68,132
CHRISTOPHER GIRKIN MDFORMER PRESIDENT
Former
1$361,816$384,713$105,846
ANDREW MAYS MDPHYSICIAN
Highest-paid employee
40$617,254$7,520$54,655
BRIAN SAMUELSPRESIDENT
Trustee or director, Officer
40$258,727$221,826$111,971
GARRETT GROVERCEO
Officer
40$0$499,065$81,810
STEPHEN YODER JDCHAIRMAN
Trustee or director
1$0$251,071$57,127
SHELBY SMITHSecretary/Treasurer
Officer
8$0$140,040$20,177
DANNY MCKINNEYBOARD MEMBER (BEG 10/2022)
Trustee or director
1$0$0$0
JOAN RAGSDALEBoard member
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
700 18TH ST S STE 601, BIRMINGHAM, AL 35233-3800
In care of
% BRANDON SLOCUM
Principal officer (990 for 2024)
STEPHEN YODER, 700 SOUTH 18TH ST STE 601, BIRMINGHAM, AL 35233
Signed the 990
Brandon Slocum, Treasurer
Phone
(205) 325-8620
Return prepared by
PWC US TAX LLP

Mission

THE UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION (OSF) IS A NON-PROFIT CORPORATION ORGANIZED TO SERVE THE EYE HEALTH NEEDS OF THE PEOPLE OF ALABAMA AND BEYOND THROUGH EXCELLENCE IN PATIENT CARE, MEDICAL EDUCATION, AND RESEARCH.

990 for the year ended September 30, 2025

Program accomplishments

  • OSF IS THE PRIVATE CLINICAL PRACTICE FOR THE FACULTY OF THE DEPARTMENT OF OPHTHALMOLOGY AND VISUAL SCIENCE, WHICH CONSISTS OF 31 FACULTY MEMBERS. FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, PHYSICIANS IN OSF PROVIDED OPHTHALMIC OUTPATIENT SERVICES TO APPROXIMATELY 55,594 PATIENTS IN CENTRAL ALABAMA.
    Expenses $7,295,919 · revenue $7,759,390
  • OSF PROMOTES GROUNDBREAKING BASIC SCIENCE AND CLINICAL RESEARCH RELATED TO TREATING DISEASES OF THE EYE WITH THE UNDERSTANDING THAT BOTH ARE CRITICAL BUILDING BLOCKS FOR FUTURE PROGRESS IN THE FIELD OF OPHTHALMOLOGY.
    Expenses $311,820
  • OSF ALSO SUPPORTS THE RESIDENCY PROGRAM FOR STUDENTS OF THE UNIVERSITY OF ALABAMA AT BIRMINGHAM DEPARTMENT OF OPHTHALMOLOGY AND VISUAL SCIENCE TO ENSURE THAT A CONTINUING STREAM OF HIGHLY TRAINED OPHTHALMOLOGISTS WILL BE ABLE TO CARE FOR THE POPULATION OF THE STATE OF ALABAMA AND THE NATION.
    Expenses $174,242

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 yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
63-1206956
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
1999
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P20)
Assets (IRS master file)
$2,015,853
Income (IRS master file)
$8,092,722

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$8,092,722$7,781,981$2,015,853XML
990September 2024$15,009,590$14,898,135$1,661,929XML
990September 2023$17,342,172$18,007,088$2,449,668XML
990September 2022$16,115,213$16,382,215$2,949,926IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 63-1206956).

Questions about UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION

What is the EIN of UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION?
The employer identification number (EIN) of UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION is 63-1206956.
Is UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION 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 OPHTHALMOLOGY SERVICES FOUNDATION 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 OPHTHALMOLOGY SERVICES FOUNDATION 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 OPHTHALMOLOGY SERVICES FOUNDATION?
The 990 for the year ended September 30, 2025 names STEPHEN YODER.
Who are the officers and directors of UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION?
The 990 for the year ended September 30, 2025 lists 14 people; 8 received compensation from the organization.
How much revenue does UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION have?
On its 990 for the year ended September 30, 2025 it reported revenue of $8,092,722, expenses of $7,781,981 and total assets of $2,015,853 at year end.

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