UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC (EIN 63-0649108)
Tax period
2020-10-01 to 2021-09-30
Filed
2022-08-15
IRS object ID
202202279349300635
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-08-15T15:03:27-05:00ReturnTs
Tax Period End2021-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1655 NEW YORK AVE NW STE 1100AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN630649108EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF ALABAMA HEALTH SERVICESBusinessNameLine1Txt
Business Name Line2FOUNDATION PCBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% MICHAEL F HECKMANInCareOfNm
Business Name ControlUNIVBusinessNameControlTxt
Phone2057319600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 55407AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35255ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL HECKMANPersonNm
Person TitleCFOPersonTitleTxt
Phone2057319600PhoneNum
Signature2022-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastHECKMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRAVIS L PATTONPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
Preparation2022-08-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKEITH JONESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 55407AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35255ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$898,226,127GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1973FormationYr
Legal Domicile StateALLegalDomicileStateCd
Activity Or MissionCOORDINATE AND DELIVER PATIENT CARE IN A GROUP PRACTICE SETTING.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee4471TotalEmployeeCnt
Total Volunteers21TotalVolunteersCnt
Total Gross UBI-$488,848TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$732,586,284PYProgramServiceRevenueAmt
CY Program Service Revenue$793,140,369CYProgramServiceRevenueAmt
PY Investment Income$28,434,023PYInvestmentIncomeAmt
CY Investment Income$14,757,103CYInvestmentIncomeAmt
PY Other Revenue$43,351,037PYOtherRevenueAmt
CY Other Revenue$67,172,957CYOtherRevenueAmt
PY Total Revenue$804,371,344PYTotalRevenueAmt
CY Total Revenue$875,070,429CYTotalRevenueAmt
PY Grants And Similar Paid$33,490,926PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$33,600,177CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$597,367,088PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$661,309,829CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$160,175,286PYOtherExpensesAmt
CY Other Expenses$172,342,843CYOtherExpensesAmt
PY Total Expenses$791,033,300PYTotalExpensesAmt
CY Total Expenses$867,252,849CYTotalExpensesAmt
PY Revenues Less Expenses$13,338,044PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,817,580CYRevenuesLessExpensesAmt
Total Assets BOY$949,146,576TotalAssetsBOYAmt
Total Assets EOY$1,069,097,914TotalAssetsEOYAmt
Total Liabilities BOY$543,185,127TotalLiabilitiesBOYAmt
Total Liabilities EOY$587,747,715TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$405,961,449NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$481,350,199NetAssetsOrFundBalancesEOYAmt
MissionCOORDINATE AND DELIVER PATIENT CARE IN A GROUP PRACTICE SETTING WITHIN THE ACADEMIC ENVIRONMENT OF THE UNIVERSITY OF ALABAMA AT BIRMINGHAM.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$723,532,380ExpenseAmt
Grant$33,600,177GrantAmt
Revenue$793,140,369RevenueAmt
DescOPERATION OF A NONPROFIT PHYSICIAN GROUP PRACTICE CLOSELY AFFILIATED WITH THE UNIVERSITY OF ALABAMA AT BIRMINGHAM. HSF CONSISTS OF ALMOST 1,571 FACULTY, FELLOWS AND PHYSICIANS OFFERING SERVICES IN 33 SPECIALTIES. THESE SERVICES ARE REINFORCED BY THE RESEARCH AND EDUCATIONAL PROGRAMS OF UAB'S ACADEMIC HEALTH CENTER, RESULTING IN STATE-OF-THE-ART CARE.Desc
Total Program Service Expenses$723,532,380TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document255IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee4471EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMICHAEL F HECKMANPersonNm
Phone2057319600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 22ND ST SOUTH STE 500AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35233ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JAMES E DAVIES MD
PHYSICIAN40.00.0Yes (X)$2,873,354$92,547$89,242
CLIFTON LEWIS
PHYSICIAN40.00.0Yes (X)$1,945,010$201,528$115,245
MUSTAFA I AHMED
PHYSICIAN40.01.0Yes (X)$1,668,587$50,000$69,206
CONWAY C HUANG MD
PHYSICIAN40.00.0Yes (X)$1,459,262$113,562$109,015
SELWYN M VICKERS MD
DIRECTOR/PHYSICIAN40.07.0$50,349$1,435,112$147,239Yes (X)
JOSEPH M SHERRILL
PHYSICIAN40.00.0Yes (X)$1,472,628$28,503$72,283
REID JONES
CEO UAB MEDICINE1.041.0$7,338$1,265,239$172,028Yes (X)
JAMES M MARKERT
DIRECTOR/PHYSICIAN40.01.0$814,620$354,920$138,026Yes (X)
HERBERT CHEN MD
DIRECTOR/PHYSICIAN40.01.0$977,554$212,730$116,230Yes (X)
KEITH A JONES
DIRECTOR/PRESIDENT/PHYSICIAN40.01.0$447,616$483,988$167,067Yes (X)Yes (X)
JAMES BONNER
FORMER PRESIDENT40.00.0$535,052$419,010$107,724Yes (X)
DEAN ASSIMOS
DIRECTOR/PHYSICIAN40.00.0$419,145$325,109$136,478Yes (X)
CHARLES S LANDEFELD
DIRECTOR/PHYSICIAN40.02.0$440,035$271,365$111,508Yes (X)
GEORGE NETTO
DIRECTOR/PHYSICIAN40.00.0$579,159$132,416$109,703Yes (X)
MIKE CHEN
DIRECTOR/PHYSICIAN40.00.0$544,985$128,787$70,516Yes (X)
DAVID G STANDAERT MD
DIRECTOR/PHYSICIAN40.01.0$110,917$466,531$81,177Yes (X)
PATRICIA PRITCHETT
FORMER EXEC. VICE PRESIDENT20.020.0$304,711$211,825$79,433Yes (X)
JASON K DANIEL
VICE PRESIDENT40.00.0$250,781$177,113$64,647Yes (X)
MICHAEL F HECKMAN
CHIEF FINANCIAL OFFICER40.00.0$315,960$0$41,848Yes (X)
TERRY C FRY
SECRETARY40.00.0$0$215,013$50,849Yes (X)
CARL S THIGPEN
DIRECTOR1.00.0$1,200$0$0Yes (X)
CHARLES D PERRY JR
DIRECTOR1.02.5$1,200$0$0Yes (X)
JAMES OUTLAND
DIRECTOR1.00.0$1,200$0$0Yes (X)
JEFFREY A BAYER
DIRECTOR1.00.0$1,200$0$0Yes (X)
JOHN R THOMAS
DIRECTOR1.00.0$1,200$0$0Yes (X)
TIM LEWIS
DIRECTOR1.00.0$1,200$0$0Yes (X)
WILLIAM E HORTON
DIRECTOR1.01.0$1,200$0$0Yes (X)
BARBARA J KNIGHT
DIRECTOR1.00.0$600$0$0Yes (X)
MIMI HEAD
DIRECTOR1.00.0$600$0$0Yes (X)
CT FITZPATRICK
DIRECTOR1.00.0$0$0$0Yes (X)
MARK CROSSWHITE
DIRECTOR1.01.5$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$15,223,063TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$6,585,298TotReportableCompRltdOrgAmt
Total Other Compensation$2,049,464TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1388IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MCKESSON CORP PHARMACY LLC
1 POST STREETSAN FRANCISCOCA94104PHARMACY SUPPLIES$3,572,205
INVENTURUS KNOWLEDGE SOLUTIONS
5 PENN PLAZA 23RD FLOORNEW YORKNY10001SCRIBBLE SERVICE$2,447,357
PHREESIA INC
434 FAYETTEVILLE ST SUITE 1400RALEIGHNC27601HEALTHCARE SOFTWARE$1,637,454
CDW GOVERNMENT INC
75 REMITTANCE DRIVE SUITE 1515CHICAGOIL60675COMPUTER HARDWARE$1,169,707
AVIACODE INC
136 E S TEMPLE ST 1400SALT LAKE CITYUT84111MEDICAL CODING$931,172
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K184CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT REVENUE900099$539,946,906$539,946,906
HEALTHCARE SERVICES900099$212,121,432$212,121,432
ORGAN/TISSUE RECOVERY900099$41,072,031$41,072,031
FieldValueIRS element (for citing)
Total Program Service Revenue$793,140,369TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,362,480TotalRevenueColumnAmt
Unrelated Business Revenue-$488,848UnrelatedBusinessRevenueAmt
Exclusion$2,851,328ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$40,528,108RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$40,528,108RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,528,108TotalRevenueColumnAmt
Exclusion$40,528,108ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$30,513,393SecuritiesAmt
Other$5,036,928OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$18,302,792SecuritiesAmt
Other$4,852,906OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$12,210,601SecuritiesAmt
Other$184,022OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,394,623TotalRevenueColumnAmt
Exclusion$12,394,623ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
GAIN ON EQUITY PLTF900099$26,386,401$26,386,401
MISCELLANEOUS INCOME900099$258,448$258,448
FieldValueIRS element (for citing)
Other Revenue Total$26,644,849OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$875,070,429TotalRevenueColumnAmt
Related Or Exempt Func Income$793,140,369RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$488,848UnrelatedBusinessRevenueAmt
Exclusion$82,418,908ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$33,600,177TotalAmt
Program Services$33,600,177ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,477,329TotalAmt
Program Services$4,331,736ProgramServicesAmt
Management And General$1,145,593ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$591,235,024TotalAmt
Program Services$510,895,644ProgramServicesAmt
Management And General$80,339,380ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$40,039,449TotalAmt
Program Services$35,933,480ProgramServicesAmt
Management And General$4,105,969ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$24,558,027TotalAmt
Program Services$19,830,124ProgramServicesAmt
Management And General$4,727,903ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$205,561TotalAmt
Management And General$205,561ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,153,446TotalAmt
Management And General$1,153,446ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$361,667TotalAmt
Management And General$361,667ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$4,738TotalAmt
Management And General$4,738ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,408,325TotalAmt
Program Services$1,408,325ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$830,151TotalAmt
Management And General$830,151ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,671,930TotalAmt
Program Services$4,462,369ProgramServicesAmt
Management And General$2,209,561ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$17,760,423TotalAmt
Program Services$5,760,033ProgramServicesAmt
Management And General$12,000,390ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,123,446TotalAmt
Management And General$6,123,446ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,345,084TotalAmt
Program Services$178,381ProgramServicesAmt
Management And General$1,166,703ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$499,393TotalAmt
Program Services$246,936ProgramServicesAmt
Management And General$252,457ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$6,768,096TotalAmt
Program Services$4,737,667ProgramServicesAmt
Management And General$2,030,429ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$19,487,746TotalAmt
Program Services$13,641,422ProgramServicesAmt
Management And General$5,846,324ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$14,356,578TotalAmt
Program Services$12,397,596ProgramServicesAmt
Management And General$1,958,982ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEDICAL, SURGICAL & LABORATORY$51,471,246$51,471,246$0$0
OTHER ADMINISTRATIVE SERVICES$14,975,872$14,975,872
SUPPORT SERVS. PAID TO UABHS$7,501,595$0$7,501,595$0
OTHER DEVELOPMENT EXPENSES$5,181,432$5,181,432

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$16,236,114TotalAmt
Program Services$4,479,940ProgramServicesAmt
Management And General$11,756,174ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$867,252,849TotalAmt
Program Services$723,532,380ProgramServicesAmt
Management And General$143,720,469ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,106BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$53,934,215BOYAmt
EOY$63,540,410EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$80,755,429BOYAmt
EOY$86,656,801EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$5,321,200BOYAmt
EOY$18,534,467EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$391,911BOYAmt
EOY$529,199EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,013,361BOYAmt
EOY$2,341,561EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$384,312,786LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$212,825,898LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$182,157,068BOYAmt
EOY$171,486,888EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$499,044,644BOYAmt
EOY$592,252,565EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$79,662,614BOYAmt
EOY$96,993,883EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$43,857,028BOYAmt
EOY$36,762,140EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$949,146,576BOYAmt
EOY$1,069,097,914EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$143,277,382BOYAmt
EOY$165,151,993EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$201,954,547BOYAmt
EOY$196,779,654EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$197,953,198BOYAmt
EOY$225,816,068EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$543,185,127BOYAmt
EOY$587,747,715EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$405,961,449BOYAmt
EOY$481,350,199EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$405,961,449BOYAmt
EOY$481,350,199EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$949,146,576BOYAmt
EOY$1,069,097,914EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$7,817,580ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$62,126,113NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Other Changes In Net Assets$5,445,057OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$578,575,450CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$624,761,633CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$668,538,808CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$732,586,284CurrentTaxYearMinus1YearAmt
Current Tax Year$793,140,369CurrentTaxYearAmt
Total$3,397,602,544TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$578,575,450CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$624,761,633CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$668,538,808CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$732,586,284CurrentTaxYearMinus1YearAmt
Current Tax Year$793,140,369CurrentTaxYearAmt
Total$3,397,602,544TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$3,397,602,544PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37,323,687CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$37,197,823CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,634,170CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,500,506CurrentTaxYearMinus1YearAmt
Current Tax Year$42,890,588CurrentTaxYearAmt
Total$194,546,774TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37,323,687CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$37,197,823CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,634,170CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,500,506CurrentTaxYearMinus1YearAmt
Current Tax Year$42,890,588CurrentTaxYearAmt
Total$194,546,774TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,135,618CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,725,524CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,467,262CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,861,832CurrentTaxYearMinus1YearAmt
Current Tax Year$26,644,849CurrentTaxYearAmt
Total$61,835,085TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$630,034,755CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$670,684,980CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$710,640,240CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$779,948,622CurrentTaxYearMinus1YearAmt
Current Tax Year$862,675,806CurrentTaxYearAmt
Total$3,653,984,403TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.92983PublicSupportCY509Pct
Public Support PY5090.92876PublicSupportPY509Pct
Investment Income CY0.05324InvestmentIncomeCYPct
Investment Income PY0.05963InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,738FilingOrganizationsTotalAmt
FieldValueIRS element (for citing)
Total Direct LobbyingTotalDirectLobbyingGrp

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,738FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$867,248,111FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$867,252,849FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
FieldValueIRS element (for citing)
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$109,047CurrentYearMinus3Amt
Current Year Minus2$109,723CurrentYearMinus2Amt
Current Year Minus1$102,925CurrentYearMinus1Amt
Current Year$4,738CurrentYearAmt
Total$326,433TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$109,047CurrentYearMinus3Amt
Current Year Minus2$109,723CurrentYearMinus2Amt
Current Year Minus1$102,925CurrentYearMinus1Amt
Current Year$4,738CurrentYearAmt
Total$326,433TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$211,800,691BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$49,273,005InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$10,000,000OtherExpendituresAmt
Administrative Expenses$867,761AdministrativeExpensesAmt
End Year Balance$250,205,935EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$206,187,266BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$20,943,416InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$14,587,500OtherExpendituresAmt
Administrative Expenses$742,491AdministrativeExpensesAmt
End Year Balance$211,800,691EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$211,387,021BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$5,756,876InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$10,200,000OtherExpendituresAmt
Administrative Expenses$756,631AdministrativeExpensesAmt
End Year Balance$206,187,266EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$205,352,749BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$16,370,501InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$9,700,000OtherExpendituresAmt
Administrative Expenses$636,229AdministrativeExpensesAmt
End Year Balance$211,387,021EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$194,558,092BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$22,191,783InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$10,750,000OtherExpendituresAmt
Administrative Expenses$647,126AdministrativeExpensesAmt
End Year Balance$205,352,749EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$29,083,104OtherCostOrOtherBasisAmt
Book Value$29,083,104BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$165,594,184OtherCostOrOtherBasisAmt
Depreciation$98,230,751DepreciationAmt
Book Value$67,363,433BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$83,712,882OtherCostOrOtherBasisAmt
Depreciation$32,045,208DepreciationAmt
Book Value$51,667,674BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$102,625,703OtherCostOrOtherBasisAmt
Depreciation$82,549,939DepreciationAmt
Book Value$20,075,764BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,296,913OtherCostOrOtherBasisAmt
Book Value$3,296,913BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$171,486,888TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
POOLED INVESTMENTS CASH EQUIVL$4,918,415F
POOLED INVESTMENTS ACCRUED INC$252,655F
DEFFERED COMP INV CASH EQUIV$5,712,891F
INVESTMENTS IN TRUST FUND$86,109,922F
FieldValueIRS element (for citing)
Total Book Value Securities$96,993,883TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DEFERRED COMPENSATION$180,194,210
POST RETRIEMENT LIABILITIES$33,302,278
OPERATING LEASE LIABILITIES$12,319,580
FieldValueIRS element (for citing)
Total Liability$225,816,068TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$968,208,118TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$62,126,113NetUnrealizedGainsInvstAmt
Other Revenue$5,445,057OtherRevenueAmt
Revenue Not Reported$67,571,170RevenueNotReportedAmt
Revenue Subtotal$900,636,948RevenueSubtotalAmt
Other Revenues Not Included-$25,566,519OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$25,566,519RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$875,070,429TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$892,819,368TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$892,819,368ExpensesSubtotalAmt
Other Expenses Not Included-$25,566,519OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$25,566,519ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$867,252,849TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4THE FOUNDATION'S BOARD-DESIGNATED ENDOWMENTS CONSIST OF THREE FUNDS ESTBALISHED FOR A VARIETY OF PURPOSES. THE NORMAL SPENDING POLICY FOR THE GENERAL ENDOWMENT FUND IS TO DISTRIBUTE BETWEEN 3.5 PERCENT AND 6.5 PERCENT OF THE FUND, SUBJECT TO ANNUAL RECOMMENDATION BY THE FOUNDATION'S INVESTMENT COMMITTEE TO THE BOARD. THIS SPENDING POLICY IS CONSISTENT WITH THE FOUNDATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF ENDOWMENT ASSETS, AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH INVESTMENT RETURNS.
PART X, LINE 2THE FOUNDATION IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE FOUNDATION HAS ADOPTED THE PROVISIONS OF THE ACCOUNTING STANDARDS CODIFICATION RELATING TO UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE REQUIRES ENTITIES TO ASSESS THEIR UNCERTAIN TAX POSITIONS FOR THE LIKELIHOOD THAT THEY WOULD BE OVERTURNED UPON INTERNAL REVENUE SERVICE (IRS) EXAMINATION OR UPON EXAMINATION BY STATE TAXING AUTHORITIES. THE FOUNDATION HAS DETERMINED THAT IT DOES NOT HAVE ANY POSITIONS AT SEPTEMBER 30, 2021 AND 2020, THAT IT WOULD BE UNABLE TO SUBSTANTIATE. THE FOUNDATION HAS FILED ITS NOT-FOR-PROFIT TAX RETURNS FOR ALL YEARS THROUGH SEPTEMBER 30, 2020. YEARS ENDED SEPTEMBER 30, 2018 AND SUBSEQUENT REMAIN SUBJECT TO AUDIT BY TAXING AUTHORITIES.
PART XI, LINE 2DCHANGE IN NET PENSION AND OTHER POSTRETIREMENT BENEFIT OBLIGATIONS: $5,445,057
PART XI, LINE 4BINVESTMENT INCOME/(LOSS) FROM DEFERRED COMPENSATION ASSETS: ($25,556,519)
PART XII, LINE 4BINVESTMENT INCOME/(LOSS) FROM DEFERRED COMPENSATION ASSETS: ($25,556,519)

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF ALABAMA AT BIRMINGHAMBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11530 3RD AVENUE SOUTHAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35294ZIPCd
FieldValueIRS element (for citing)
Recipient EIN636005396RecipientEIN
IRC SectionPOLITICAL SUBIRCSectionDesc
Cash Grant$33,600,177CashGrantAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc
Purpose Of GrantTO FUND RESEARCH PROJECTSPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE GRANTS PROVIDED TO UAB GO THROUGH HSF APPROVAL PROCESS. THE REQUEST COMES IN TO HSF CONTROLLER WHO PREPARES A "UAB TRANSFERS & CONTRIBUTION REQUESTAPPROVES PAYMENT. THE REQUEST CONSISTS OF THE DEPARTMENT, DATE, AMOUNT YTD EXPENSE AND VARIANCES TO BUDGET. ALL GRANT REQUISITIONS REGARDLESS OF AMOUNTS ARE THEN SENT TO THE HSF CFO FOR FINAL APPROVAL. THE GRANTS ARE ALSO MONITORED WITH THE AMOUNT PROVIDED VERSUS THE AMOUNT BUDGETED FOR THE FISCAL YEAR.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (true)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CHARLES S LANDEFELD
DIRECTOR/PHYSICIAN$354,532$264,912$82,055$0$3,448$6,453$30,326$68,475$2,023$10,684$472,384$350,524$0$0
CLIFTON LEWIS
PHYSICIAN$1,310,146$199,825$625,360$0$9,504$1,703$22,943$58,620$32,679$1,003$2,000,632$261,151$0$0
CONWAY C HUANG MD
PHYSICIAN$1,458,034$113,022$0$0$1,228$540$37,193$47,097$2,673$22,052$1,499,128$182,711$0$0
DAVID G STANDAERT MD
DIRECTOR/PHYSICIAN$45,755$462,699$65,012$0$150$3,832$5,990$48,528$24,042$2,617$140,949$517,676$0$0
DEAN ASSIMOS
DIRECTOR/PHYSICIAN$328,571$317,662$87,316$0$3,258$7,447$30,645$75,020$28,796$2,017$478,586$402,146$0$0
GEORGE NETTO
DIRECTOR/PHYSICIAN$505,381$131,149$70,903$0$2,875$1,267$31,320$47,664$3,041$27,678$613,520$207,758$0$0
HERBERT CHEN MD
DIRECTOR/PHYSICIAN$854,892$211,542$119,917$0$2,745$1,188$37,193$50,005$27,454$1,578$1,042,201$264,313$0$0
JAMES BONNER
FORMER PRESIDENT$394,741$414,812$134,447$0$5,864$4,198$29,659$49,086$25,623$3,356$590,334$471,452$0$0
JAMES E DAVIES MD
PHYSICIAN$1,955,832$92,324$915,362$0$2,160$223$37,193$16,198$34,766$1,085$2,945,313$109,830$0$0
JAMES M MARKERT
DIRECTOR/PHYSICIAN$694,891$351,919$115,587$0$4,142$3,001$30,799$70,935$34,233$2,059$879,652$427,914$0$0
JASON K DANIEL
VICE PRESIDENT$155,844$176,700$94,760$0$177$413$6,239$30,872$26,060$1,476$283,080$209,461$0$0
JOSEPH M SHERRILL
PHYSICIAN$1,461,000$28,503$0$0$11,628$0$37,193$4,411$7,846$22,833$1,517,667$55,747$0$0
KEITH A JONES
DIRECTOR/PRESIDENT/PHYSICIAN$289,567$480,766$155,693$0$2,356$3,222$31,959$106,917$25,130$3,061$504,705$593,966$0$0
MICHAEL F HECKMAN
CHIEF FINANCIAL OFFICER$254,295$0$59,566$0$2,099$0$28,494$0$13,354$0$357,808$0$0$0
MIKE CHEN
DIRECTOR/PHYSICIAN$542,102$127,500$0$0$2,883$1,287$31,691$22,201$16,096$528$592,772$151,516$0$0
MUSTAFA I AHMED
PHYSICIAN$1,667,291$50,000$0$0$1,296$0$22,943$10,000$36,056$207$1,727,586$60,207$0$0
PATRICIA PRITCHETT
FORMER EXEC. VICE PRESIDENT$202,247$210,428$100,860$0$1,604$1,397$22,861$41,339$14,093$1,140$341,665$254,304$0$0
REID JONES
CEO UAB MEDICINE$7,338$675,501$0$245,464$0$344,274$1,248$157,000$12,196$1,584$20,782$1,423,823$0$159,133
SELWYN M VICKERS MD
DIRECTOR/PHYSICIAN$50,151$817,036$0$428,680$198$189,396$6,526$112,392$24,565$3,756$81,440$1,551,260$0$0
TERRY C FRY
SECRETARY$0$214,576$0$0$0$437$0$30,937$0$19,912$0$265,862$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ADISCRETIONARY SPENDING ACCOUNT: SOME EMPLOYED PHYSICIANS (INCLUDING PHYSICIAN DIRECTORS) HAVE ACCESS TO PROFESSIONAL DEVELOPMENT FUNDS WHICH ARE USED TO ADVANCE THEIR PROFESSIONAL SKILLS. AMOUNTS ARE SPENT ON COMPUTER EQUIPMENT, JOURNALS, SUBSCRIPTIONS, AND TRAVEL EXPENSES TO ATTEND CONFERENCES AND LECTURES. ALL REQUESTS FOR REIMBURSEMENT ARE REVIEWED FOR COMPLIANCE WITH CURRENT POLICY AND IRS GUIDANCE BEFORE THEY ARE PAID. SOCIAL CLUB DUES: A FEW PHYSICIAN LEADERS (INCLUDING SOME PHYSICIAN DIRECTORS) ARE MEMBERS OF SOCIAL/BUSINESS CLUBS. THEY UTILIZE THESE FACILITIES FOR BUSINESS MEETINGS AND EVENTS DURING THE YEAR. ALL REQUESTS FOR REIMBURSEMENT ARE REVIEWED FOR COMPLIANCE WITH CURRENT POLICY AND IRS GUIDANCE BEFORE THEY ARE PAID.
PART I, LINE 5MANY OF OUR EMPLOYED PHYSICIANS (INCLUDING SOME DIRECTORS) HAVE INCENTIVE PLANS THAT PAY ADDITIONAL AMOUNTS BASED ON ACHIEVING SPECIFIC CLINICAL, ACADEMIC AND RESEARCH MEASURES. THESE INCENTIVE PLANS ARE REVIEWED ANNUALLY WITH THE COMPENSATION COMMITTEE. SOME OF THESE PLANS MAKE PAYMENTS BASED ON CLINICAL PRODUCTIVITY.
PART I, LINE 7MANY OF OUR EMPLOYED PHYSICIANS (INCLUDING SOME DIRECTORS) HAVE INCENTIVE PLANS THAT PAY ADDITIONAL AMOUNTS BASED ON ACHIEVING SPECIFIC CLINICAL, ACADEMIC AND RESEARCH MEASURES. THESE INCENTIVE PLANS ARE REVIEWED ANNUALLY WITH THE COMPENSATION COMMITTEE. SOME OF THESE PLANS MAKE PAYMENTS BASED ON CLINICAL PRODUCTIVITY.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
THE MEDICAL CLINIC BOARD OF THE CITY OF BIRMINGHAM
A621375181NONEAVAIL2015-11-01$20,000,000FINANCING CAPITAL ASSETSfalsefalsefalse
UAB MEDICINE FINANCE AUTHORITY
B814143656NONEAVAIL2017-05-11$38,680,000PRIOR ISSUE REFUNDfalsefalsefalse
UAB MEDICINE FINANCE AUTHORITY
C814143656NONEAVAIL2017-05-11$135,545,000PRIOR ISSUE REFUNDfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$20,000,000$0$0$0$0$0$0$20,000,000$0$02018falsefalseYes (true)Yes (true)
B$0$0$38,680,000$0$0$0$0$0$0$38,680,000$0$02015falsefalseYes (true)Yes (true)
C$0$0$135,545,000$0$0$0$0$0$0$135,545,000$0$02015falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (true)
Cfalsefalsefalsefalse0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)falsefalsefalse0falsefalse
0
BfalsefalsefalseYes (true)falsefalsefalse0falsefalse
0
CfalsefalsefalseYes (true)falsefalse0falsefalse

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3NAVIGANT CYMETRIX CORPORATION IS ENGAGED TO PERFORM MANAGEMENT DUTIES INCLUDING REVENUE CYCLE PERFORMANCE REPORTING AND ANALYTICS, TRAINING AND SUPERVISION OF REVENUE CYCLE PERSONNEL, AND RECOMMENDING UPDATES TO REVENUE CYCLE POLICIES AND PROCEDURES.
FORM 990, PART VI SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY PRICEWATERHOUSECOOPERS, LLP. THE COMPLETED FORM 990 IS MADE AVAILABLE FOR REVIEW TO THE UA HEALTH SERVICES FOUNDATION BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 12CDIRECTORS, PRINCIPAL OFFICERS AND COMMITTEE MEMBERS WITH BOARD DELEGATED POWERS ANNUALLY SIGN THE CONFLICT OF INTEREST CERTIFICATE.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION COMMITTEE MEETS ANNUALLY TO ENSURE THAT INDIVIDUAL COMPENSATION FOR PHYSICIANS, OFFICERS AND OTHER EXECUTIVES IS REASONABLE AND APPROPRIATE FOR A NON-PROFIT ORGANIZATION. THE COMPENSATION COMMITTEE PRESENTS AN ANNUAL REPORT TO THE BOARD OF DIRECTORS FOR THEIR APPROVAL.
FORM 990, PART VI, SECTION C, LINE 19AS A GENERAL RULE, THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ANY WRITTEN REQUEST BY THE PUBLIC WOULD BE REVIEWED AND ACTED UPON BY THE BOARD.
FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETSCHANGE IN NET PENSION AND OTHER POSTRETIREMENT BENEFIT OBLIGATIONS: $5,445,057
FORM 990, PART XI, LINE 2CTHE BOARD OF DIRECTORS HAS A SEPARATE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS FUNCTION HAS NOT CHANGED FROM PRIOR YEARS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1SEE PART VIIBusinessNameLine1Txt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SEE PART VIIBusinessNameLine1Txt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE R, PART II - NAMES OF RELATED ORGANIZATIONS:FormAndLineReferenceDesc
ExplanationTHE ATTACHED LIST OF ENTITIES ARE FOUNDATIONS OR SUBSIDIARIES AFFILIATED WITH THE UNIVERSITY OF ALABAMA SYSTEM AND ITS VARIOUS CAMPUSES. SOME OF THESE ENTITIES MAY NOT MEET THE IRS DEFINITION OF "RELATED ORGANIZATION" FOR PURPOSES OF SCHEDULE R. THEY ARE INCLUDED, HOWEVER, ON THIS ATTACHED STATEMENT FOR PURPOSES OF COMPLETENESS AND TRANSPARENCY. ALABAMA CARE NETWORK CENTRAL (EXEMPT) ALABAMA CARE NETWORK EAST (EXEMPT) ALABAMA CARE NETWORK MID-STATE (EXEMPT) ALABAMA CARE NETWORK SOUTHEAST (EXEMPT) ALABAMA CARE PLAN (EXEMPT) ALABAMA ENGINEERING FOUNDATION, INC. (EXEMPT) ALABAMA PHYSICIAN NETWORK, LLC (LLC) ALUMNI OF FARRAH ORDER OF JURISPRUDENCE AND ORDER OF THE COIF (EXEMPT) CAMPUS HOSPITALITY SERVICES, LLC (LLC) CAPSTONE EDUCATIONAL AND RESEARCH FOUNDATION (EXEMPT) CAPSTONE HEALTH SERVICES FOUNDATION, P.C. (EXEMPT) CARE NETWORK OF ALABAMA, INC. (EXEMPT) COMMERCIAL REAL ESTATE, LLC (LLC) COOPER GREEN MERCY HEALTH SERVICES AUTHORITY, AN AFFILIATE OF UAB HEALTH SYSTEM (C CORP) COOPER GREEN REHABILITATION SERVICES (EXEMPT) CRIMSON TIDE FOUNDATION (EXEMPT) EMINENT SCHOLARS FOUNDATION (EXEMPT) GORGAS MEMORIAL INSTITUTE OF TROPICAL AND PREVENTATIVE MEDICINE, INC. (C CORP) MEDICAL TOWERS, INC. (C CORP) MEDICAL WEST HOSPITAL AUTHORITY, AN AFFILIATE OF UAB HEALTH SYSTEM (EXEMPT) RIDGECREST STUDENT HOUSING, LLC (LLC) SOUTHERN RESEARCH INSTITUTE (EXEMPT) THE 1831 FOUNDATION (EXEMPT) THE ALABAMA "A" CLUB EDUCATIONAL AND CHARITABLE FOUNDATION (EXEMPT) THE ALUMNI ASSOCIATION OF THE UNIVERSITY OF ALABAMA SCHOOL OF MEDICINE (EXEMPT) THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ALABAMA (EXEMPT) THE CAPSTONE FOUNDATION (EXEMPT) THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH, AN AFFILIATE OF UAB HEALTH SYSTEM (C CORP) THE KIRKLIN CLINIC, INC. (C CORP) THE NATIONAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF ALABAMA (EXEMPT) THE NATIONAL ALUMNI SOCIETY OF THE UNIVERSITY OF ALABAMA AT BIRMINGHAM (EXEMPT) THE UAB DIABETES TRUST FOUNDATION (EXEMPT) THE UAB EDUCATIONAL FOUNDATION (EXEMPT) THE UAB RESEARCH FOUNDATION (EXEMPT) THE UNIVERSITY FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA "A" CLUB ALUMNI ASSOCIATION (EXEMPT) THE UNIVERSITY OF ALABAMA DONOR ADVISED FUND (EXEMPT) THE UNIVERSITY OF ALABAMA IN HUNTSVILLE PUBLIC EDUCATION BUILDING AUTHORITY (EXEMPT) THE UNIVERSITY OF ALABAMA IN HUNTSVILLE RESEARCH AND TECHNOLOGY CORPORATION (EXEMPT) THE UNIVERSITY OF ALABAMA LAW SCHOOL FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION (EXEMPT) THE VALLEY FOUNDATION (EXEMPT) THE WORKPLACE, INC. (C CORP) TRITON HEALTH SYSTEMS, LLC (LLC) UA-ASU-TSU EDUCATIONAL RADIO CORPORATION (EXEMPT) UAB ATHLETICS FOUNDATION (EXEMPT) UAB CALLAHAN EYE HOSPITAL AUTHORITY (EXEMPT) UAB HEALTH SYSTEM (EXEMPT) UAB HEALTH SYSTEM AUTHORITY (EXEMPT) UAB HOSPITAL MANAGEMENT, LLC (LLC) UAB MEDICINE ENTERPRISE (C CORP) UAB MEDICINE FINANCE AUTHORITY (C CORP) UAB-SVCHS, INC. (EXEMPT) UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. (EXEMPT) UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION (EXEMPT) VIVA HEALTH ADMINISTRATION, LLC (LLC) VIVA HEALTH, INC. (EXEMPT)ExplanationTxt

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