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Nonprofit · EIN 63-6062097

BAPTIST HEALTH FOUNDATION OF BIRMINGHAM INC

Tax-exempt · BIRMINGHAM, AL 35205

Financials

$3.4M$3.1M2023$5.3M$3.2M2024$3.2M$1.9M2024
Revenue Expenses · by fiscal year end
Financials of BAPTIST HEALTH FOUNDATION OF BIRMINGHAM INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$3,184,930$1,912,851$1,272,079$45,988,147$907,622$45,080,525
December 31, 2024990$5,278,806$3,206,382$2,072,424$41,743,943$713,536$41,030,407
December 31, 2023990$3,385,911$3,097,085$288,826$38,436,203$806,406$37,629,797
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$2,742,876
Program service revenue
$0
Investment income
$589,808
Net gain from sales of assets
$344,927
Net income from fundraising events
-$147,754
Other revenue
-$147,754

Expenses

Grants and similar amounts paid
$1,376,639
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$1,376,639
Management and general (functional)
$536,212

Balance sheet and other

Total assets, start of year
$41,743,943
Total assets, end of year
$45,988,147
Total liabilities, end of year
$907,622
Net assets, end of year
$45,080,525
Publicly traded securities
$15,734,195
Net assets without donor restrictions
$4,971,344
Net assets with donor restrictions
$40,109,181
Gross receipts
$8,119,179
Employees
0
Volunteers
125
Year formed
1967
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 / weekCompensation
RAGAN CAINDIRECTOR
Trustee or director
1$0
BOB GREENECHAIR, FINANCE COMMITTEE
Trustee or director, Officer
1$0
BRENDA HACKNEYDIRECTOR
Trustee or director
1$0
JOHN SCOTT JRCHAIRMAN
Trustee or director, Officer
1$0
BAKER CROWDIRECTOR
Trustee or director
1$0
CHRIS MITCHELLSECRETARY
Trustee or director, Officer
1$0
MALCOLM MORROWDIRECTOR
Trustee or director
1$0
JENNY SNEEDVICE CHAIRMAN
Trustee or director, Officer
1$0
AMY ALLENEX-OFFICIO MEMBER
Trustee or director
1$0
LINDSEY PUCKETTDIRECTOR
Trustee or director
1$0
JENNIFER SANDERSDIRECTOR
Trustee or director
1$0
MELONDIE CARTERDIRECTOR
Trustee or director
1$0
CLEO KATHRYN GORMANDIRECTOR
Trustee or director
1$0
RICKY THOMASDIRECTOR
Trustee or director
1$0
BRIAN HAMILTONDIRECTOR
Trustee or director
1$0
2 more people on this return
NameTitleHours / weekCompensation
ALISON SCOTTEXECUTIVE DIRECTOR
Officer
40$0
ERIC JEFFRIESCHIEF FINANCIAL OFFICER
Officer
40$0
990 for the year ended December 31, 2024: 16 people
NameTitleHours / weekCompensation
RAGAN CAINDIRECTOR
Trustee or director
1$0
BOB GREENECHAIR, FINANCE COMMITTEE
Trustee or director, Officer
1$0
BRENDA HACKNEYDIRECTOR
Trustee or director
1$0
JOHN SCOTT JRCHAIRMAN
Trustee or director, Officer
1$0
JIM FOYTDIRECTOR
Trustee or director
1$0
BAKER CROWDIRECTOR
Trustee or director
1$0
CHRIS MITCHELLSECRETARY
Trustee or director, Officer
1$0
MALCOLM MORROWDIRECTOR
Trustee or director
1$0
JENNY SNEEDVICE CHAIRMAN
Trustee or director, Officer
1$0
AMY ALLENEX-OFFICIO MEMBER
Trustee or director
1$0
LINDSEY PUCKETTDIRECTOR
Trustee or director
1$0
JENNIFER SANDERSDIRECTOR
Trustee or director
1$0
MELONDIE CARTERDIRECTOR
Trustee or director
1$0
CLEO KATHRYN GORMANDIRECTOR
Trustee or director
1$0
ALISON SCOTTEXECUTIVE DIRECTOR
Officer
40$0
ERIC JEFFRIESCHIEF FINANCIAL OFFICER
Officer
40$0
990 for the year ended December 31, 2023: 16 people
NameTitleHours / weekCompensation
RAGAN CAINCHAIRMAN
Trustee or director, Officer
1$0
BOB GREENECHAIR, FINANCE COMMITTEE
Trustee or director, Officer
1$0
BRENDA HACKNEYDIRECTOR
Trustee or director
1$0
JOHN SCOTT JRVICE CHAIRMAN
Trustee or director, Officer
1$0
JIM FOYTDIRECTOR
Trustee or director
1$0
KATIE BAKER LASKERSECRETARY
Trustee or director, Officer
1$0
BAKER CROWDIRECTOR
Trustee or director
1$0
CHRIS MITCHELLDIRECTOR
Trustee or director
1$0
MALCOLM MORROWDIRECTOR
Trustee or director
1$0
JENNY SNEEDDIRECTOR
Trustee or director
1$0
AMY ALLENEX-OFFICIO MEMBER
Trustee or director
1$0
LINDSEY PUCKETTDIRECTOR
Trustee or director
1$0
JENNIFER SANDERSDIRECTOR
Trustee or director
1$0
MELONDIE CARTERDIRECTOR
Trustee or director
1$0
ALISON SCOTTEXECUTIVE DIRECTOR
Officer
40$0
ERIC JEFFRIESCHIEF FINANCIAL OFFICER
Officer
40$0

Address and contacts

Address (IRS master file)
1130 22ND ST S STE 3200, BIRMINGHAM, AL 35205-2867
Principal officer (990 for 2024)
ALISON SCOTT, 1130 22ND ST S STE 3200, BIRMINGHAM, AL 352052870
Signed the 990
ALISON SCOTT, EXECUTIVE DIRECTOR
Phone
(205) 715-4631
Return prepared by
HALEY & WOODS LLP

Mission

TO PROVIDE CHARITABLE RESOURCES TO SUPPORT THE CONTINUED IMPROVEMENT OF HEALTH, PROVIDE SOCIAL ASSISTANCE AND PROMOTE EDUCATION FOR COMMUNITIES SERVED BY THE BAPTIST HEALTH SYSTEM'S JOINT VENTURED HOSPITALS IN A WAY THAT FURTHERS THE HEALING MINISTRY OF JESUS CHRIST.

990 for the year ended September 30, 2025

Program accomplishments

  • PROVIDE FOR CHARITY CARE AND BENEVOLENCE TO THE PATIENTS AND EMPLOYEES OF BAPTIST HEALTH WHO HAVE DEMONSTRATED NEED FOR FINANCIAL ASSISTANCE. THE BAPTIST HEALTH FOUNDATION WAS ABLE TO PROVIDE ASSISTANCE TO OVER 500 PATIENTS AND 21 EMPLOYEES DURING THE YEAR.$ 497,257 INDIGENT PATIENT CARE $ 74,912 PATIENT ASSISTANCE$ 45,235 EMPLOYEE ASSISTANCE$ 617,404 TOTAL
    Expenses $617,404 · grants $617,404
  • PROVIDE ASSISTANCE FOR CHARITABLE PROGRAMS OF BAPTIST HEALTH TO IMPROVE PATIENT CARE AND EDUCATION OF RESIDENTS IN CENTRAL ALABAMA. DURING THE YEAR THE FOLLOWING FUNDS WERE USED TO SUPPORT PROGRAMS AT BAPTIST HEALTH.$447,371 SPIRITUAL CARE - CHAPLAIN SUPPORT, EDUCATION AND OTHER DEPARTMENT NEEDS $126,232 HOSPITAL SUPPORT- HEALING GARDENS AND AUDITORIUM RENOVATIONS$ 15,166 SUPPORT OF MEDICAL EDUCATION - 2 LAPAROSCOPIC TRAINERS$ 6,168 PATIENT AND EMPLOYEE SUPPORT PROGRAMS - HEALTH FAIRS, ETC.$594,937 TOTAL
    Expenses $594,937 · grants $594,937
  • THE BAPTIST HEALTH FOUNDATION PROVIDES GRANTS TO NONPROFIT ENTITIES WITH SIMILAR MISSIONS AND VALUES FOR VARIOUS HEALTHCARE NEEDS THROUGH ITS COMMUNITY GRANT PROGRAM. GRANTS ARE AWARDED EVERY FALL. DUE TO THE SHORT NINE-MONTH TAX YEAR ENDING IN SEPTEMBER, ONLY THREE GRANTS TOTALING $3,798 WERE AWARDED DRUING THIS FISCAL YEAR. THE PROGRAM NORMALLY GIVES AWAY AROUND $500,000 ANNUALLY AND WILL BE REFLECTED ON NEXT YEAR'S FORM 990.
    Expenses $3,798 · grants $3,798
  • THE BAPTIST HEALTH FOUNDATION PROVIDES SCHOLARSHIPS AND PROGRAMS FOR STUDENTS WHO HAVE EITHER SHOWN AN INTEREST IN HEALTHCARE OR ARE CURRENTLY PURSUING A DEGREE IN HEALTHCARE AS WELL AS PROVIDES FUNDING FOR EMPLOYEES AND COMMUNITY MEMBERS TO PARTICIPATE IN MISSION TRIPS WITH LOCAL CHURCHES OR AS PART OF MEDICAL MISSIONS WITH LOCAL PHYSICIANS.$ 152,500 SCHOLARSHIPS AND WRAPAROUND SERVICES TO 7 COLLEGES AND UNIVERSITIES$ 500 BAPTIST HEALTH EMPLOYEE MISSION TRIPS (1 AWARD)$ 7,500 MEDICAL MISSION TRIPS (5 RESIDENTS)$ 160,500 TOTAL
    Expenses $160,500 · grants $160,500

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, 2025Check at the IRS

IRS record

EIN
63-6062097
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Organization supporting a government college or university
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1967
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E22J)
Assets (IRS master file)
$45,988,147
Income (IRS master file)
$8,119,179

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$3,184,930$1,912,851$45,988,147XML
990December 2024$5,278,806$3,206,382$41,743,943IRS
990December 2023$3,385,911$3,097,085$38,436,203XML
990December 2022$3,017,108$2,802,297$35,616,372IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 63-6062097).

Questions about BAPTIST HEALTH FOUNDATION OF BIRMINGHAM INC

What is the EIN of BAPTIST HEALTH FOUNDATION OF BIRMINGHAM INC?
The employer identification number (EIN) of BAPTIST HEALTH FOUNDATION OF BIRMINGHAM INC is 63-6062097.
Is BAPTIST HEALTH FOUNDATION OF BIRMINGHAM INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
Are donations to BAPTIST HEALTH FOUNDATION OF BIRMINGHAM INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BAPTIST HEALTH FOUNDATION OF BIRMINGHAM 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 BAPTIST HEALTH FOUNDATION OF BIRMINGHAM INC 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 BAPTIST HEALTH FOUNDATION OF BIRMINGHAM INC 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 BAPTIST HEALTH FOUNDATION OF BIRMINGHAM INC?
The 990 for the year ended September 30, 2025 names ALISON SCOTT.
Who are the officers and directors of BAPTIST HEALTH FOUNDATION OF BIRMINGHAM INC?
The 990 for the year ended September 30, 2025 lists 17 people; 0 received compensation from the organization.
How much revenue does BAPTIST HEALTH FOUNDATION OF BIRMINGHAM INC have?
On its 990 for the year ended September 30, 2025 it reported revenue of $3,184,930, expenses of $1,912,851 and total assets of $45,988,147 at year end.

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