UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC (EIN 63-0649108)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-08-15
IRS object ID
202542279349302989
Schema version
2023v6.0
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)
Return2025-08-15T14:30:44-05:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PWC US TAX 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 Begin2023-10-01TaxPeriodBeginDt

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% JENNIFER SCHNEIDERInCareOfNm
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)
PersonJENNIFER SCHNEIDERPersonNm
Person TitleINTERIM CFOPersonTitleTxt
Phone2057319600PhoneNum
Signature2025-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRAVIS L PATTONPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
Preparation2025-08-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHERI CANON MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 55407AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35255ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,216,850,845GrossReceiptsAmt
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 Employee5048TotalEmployeeCnt
Total Volunteers433TotalVolunteersCnt
Total Gross UBI-$262,194TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$955,192,204PYProgramServiceRevenueAmt
CY Program Service Revenue$1,052,033,384CYProgramServiceRevenueAmt
PY Investment Income$22,056,552PYInvestmentIncomeAmt
CY Investment Income$22,242,187CYInvestmentIncomeAmt
PY Other Revenue$63,792,673PYOtherRevenueAmt
CY Other Revenue$83,531,783CYOtherRevenueAmt
PY Total Revenue$1,041,041,429PYTotalRevenueAmt
CY Total Revenue$1,157,807,354CYTotalRevenueAmt
PY Grants And Similar Paid$29,429,507PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$35,574,593CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$787,438,091PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$868,654,096CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$197,138,026PYOtherExpensesAmt
CY Other Expenses$206,976,544CYOtherExpensesAmt
PY Total Expenses$1,014,005,624PYTotalExpensesAmt
CY Total Expenses$1,111,205,233CYTotalExpensesAmt
PY Revenues Less Expenses$27,035,805PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$46,602,121CYRevenuesLessExpensesAmt
Total Assets BOY$958,953,030TotalAssetsBOYAmt
Total Assets EOY$1,109,484,457TotalAssetsEOYAmt
Total Liabilities BOY$512,450,983TotalLiabilitiesBOYAmt
Total Liabilities EOY$569,910,482TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$446,502,047NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$539,573,975NetAssetsOrFundBalancesEOYAmt
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$941,919,280ExpenseAmt
Grant$35,574,593GrantAmt
Revenue$1,052,033,384RevenueAmt
DescOPERATION OF A NONPROFIT PHYSICIAN GROUP PRACTICE CLOSELY AFFILIATED WITH THE UNIVERSITY OF ALABAMA AT BIRMINGHAM. HSF CONSISTS OF OVER 1,800 FACULTY PHYSICIANS AND FELLOWS 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$941,919,280TotalProgramServiceExpensesAmt
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 Document487IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee5048EmployeeCnt
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)
PersonJENNIFER SCHNEIDERPersonNm
Phone2059343422PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 55407AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35233ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndOfficerOfficerInd
JAMES E DAVIES
PHYSICIAN40.00.0Yes (X)$3,414,241$128,857$90,465
MUSTAFA I AHMED
PHYSICIAN40.00.0Yes (X)$2,780,553$50,000$75,212
DAWN BULGARELLA
CEO, UAB Health System1.042.0$0$2,527,052$106,175Yes (X)
REID JONES
FORMER CHIEF EXECUTIVE OFFICER0.041.0$35,170$2,400,819$95,821Yes (X)
CLIFTON LEWIS
PHYSICIAN40.00.0Yes (X)$1,645,345$201,243$136,237
HERRICK J SIEGEL
PHYSICIAN40.00.0Yes (X)$1,351,990$41,489$90,581
CLAY SPITLER MD
PHYSICIAN40.00.0Yes (X)$1,382,558$24,300$75,308
JAMES MARKERT
DIRECTOR/PHYSICIAN40.00.0$911,384$381,627$154,340Yes (X)
HERBERT CHEN
DIRECTOR/PHYSICIAN40.00.25$1,064,685$230,148$142,857Yes (X)
ANUPAM AGARWAL
DIRECTOR/PHYSICIAN20.023.25$407,265$728,831$187,782Yes (X)
RAY WATTS
FORMER PRESIDENT1.061.5$11,058$1,098,911$212,341Yes (X)
KEITH JONES
PRESIDENT (UNTIL MAY 2024)40.00.0$481,073$544,485$198,487Yes (X)Yes (X)
CHERI CANON MD
PRESIDENT (START MAY 2024)40.00.25$714,180$293,178$122,912Yes (X)Yes (X)
HUH WARNER MD
DIRECTOR/PHYSICIAN40.00.0$475,140$380,392$91,781Yes (X)
SETH LANDEFELD
DIRECTOR/PHYSICIAN40.00.0$493,062$315,882$136,066Yes (X)
IRFAN ASIF MD
DIRECTOR/PHYSICIAN40.00.0$364,966$235,073$127,365Yes (X)
JASON DANIEL
VICE PRESIDENT40.00.0$20,671$520,450$122,114Yes (X)
ADRIENNE LAHTI
DIRECTOR/PHYSICIAN40.00.0$182,944$371,063$69,441Yes (X)
TERRY C FRY
SECRETARY10.040.0$70,994$370,966$100,157Yes (X)
NANCY TOFIL
DIRECTOR/PHYSICIAN40.00.0$330,824$61,513$78,902Yes (X)
JASON SADLER
CFO (START JULY 2024)40.00.0$0$314,306$89,702Yes (X)
MICHAEL F HECKMAN
FORMER CFO0.00.0$348,901$0$49,303Yes (X)
STEVEN PAYNE
INTERIM CFO (UNTIL JULY 2024)40.00.0$302,548$0$45,888Yes (X)
LOU BAVERSO
COO, UAB HEALTH SYSTEM40.040.25$0$309,023$12,202Yes (X)
TIM LEWIS
DIRECTOR1.00.0$1,200$0$0Yes (X)
MIMI HEAD
DIRECTOR1.00.0$1,200$0$0Yes (X)
WILLIAM E HORTON
DIRECTOR1.00.0$1,200$0$0Yes (X)
BARBARA J KNIGHT
DIRECTOR1.00.0$1,200$0$0Yes (X)
JEFFREY A BAYER
DIRECTOR1.00.0$900$0$0Yes (X)
JAMES OUTLAND
DIRECTOR1.00.0$900$0$0Yes (X)
MYLA CALHOUN
DIRECTOR1.00.0$900$0$0Yes (X)
CHARLES D PERRY JR
DIRECTOR1.01.0$900$0$0Yes (X)
JOHN R THOMAS
DIRECTOR1.00.0$0$0$0Yes (X)
CARL S THIGPEN
DIRECTOR1.00.0$0$0$0Yes (X)
CT FITZPATRICK
DIRECTOR1.00.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$16,790,752TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$11,529,608TotReportableCompRltdOrgAmt
Total Other Compensation$2,611,439TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1893IndivRcvdGreaterThan100KCnt
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
NATIONWIDE ORGAN RECOVERY TRANSPLAN
3805 E MAIN STEET SUITE EST CHARLESIL60174TRANSPORTATION$4,619,416
PHREESIA INC
434 FAYETTEVILLE ST SUITE 1400RALEIGHNC27601HEALTHCARE SOFTWARE$2,984,585
INVENTURUS KNOWLEDGE SOLUTIONS
5 PENN PLAZA 23RD FLOORNEW YORKNY10001SCRIBBLE SERVICE$2,316,395
KYRUUS HEALTH
100 FRANKLIN ST FLOOR 8BOSTONMA02110HEALTHCARE SOFTWARE$2,226,408
GEBBS HEALTHCARE SOLUTIONS INC
600 CORPORATE POINT WALK SUITE 125CULVERCA90230REV. CYCLE & R.A.M.$1,748,759
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K222CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT REVENUE900099$689,634,414$689,634,414
HEALTHCARE SERVICES900099$303,452,309$303,452,309
ORGAN/TISSUE RECOVERY900099$58,946,661$58,946,661
FieldValueIRS element (for citing)
Total Program Service Revenue$1,052,033,384TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,310,831TotalRevenueColumnAmt
Unrelated Business Revenue-$262,194UnrelatedBusinessRevenueAmt
Exclusion$4,573,025ExclusionAmt

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$54,186,348RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$54,186,348RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$54,186,348TotalRevenueColumnAmt
Exclusion$54,186,348ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$72,760,219SecuritiesAmt
Other$4,214,628OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$54,814,096SecuritiesAmt
Other$4,229,395OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$17,946,123SecuritiesAmt
Other-$14,767OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,931,356TotalRevenueColumnAmt
Exclusion$17,931,356ExclusionAmt
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$29,474,732$29,474,732
MISCELLANEOUS INCOME900099-$129,297-$129,297
FieldValueIRS element (for citing)
Other Revenue Total$29,345,435OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,157,807,354TotalRevenueColumnAmt
Related Or Exempt Func Income$1,052,033,384RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$262,194UnrelatedBusinessRevenueAmt
Exclusion$106,036,164ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$35,574,593TotalAmt
Program Services$35,574,593ProgramServicesAmt

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$7,199,813TotalAmt
Program Services$5,302,505ProgramServicesAmt
Management And General$1,897,308ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$773,982,868TotalAmt
Program Services$666,935,239ProgramServicesAmt
Management And General$107,047,629ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$53,917,261TotalAmt
Program Services$48,917,507ProgramServicesAmt
Management And General$4,999,754ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$33,554,154TotalAmt
Program Services$27,610,555ProgramServicesAmt
Management And General$5,943,599ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$748,072TotalAmt
Management And General$748,072ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$747,921TotalAmt
Management And General$747,921ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$440,790TotalAmt
Management And General$440,790ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$4,178TotalAmt
Management And General$4,178ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,252,759TotalAmt
Program Services$1,252,759ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,046,709TotalAmt
Management And General$1,046,709ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,711,165TotalAmt
Program Services$4,111,949ProgramServicesAmt
Management And General$2,599,216ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$21,503,259TotalAmt
Program Services$6,545,259ProgramServicesAmt
Management And General$14,958,000ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,226,920TotalAmt
Program Services$8,226,920ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,259,792TotalAmt
Program Services$2,586,272ProgramServicesAmt
Management And General$3,673,520ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,591,169TotalAmt
Program Services$533,056ProgramServicesAmt
Management And General$1,058,113ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$6,313,417TotalAmt
Program Services$6,286,706ProgramServicesAmt
Management And General$26,711ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$15,441,458TotalAmt
Program Services$11,580,732ProgramServicesAmt
Management And General$3,860,726ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$14,090,632TotalAmt
Program Services$12,084,339ProgramServicesAmt
Management And General$2,006,293ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEDICAL, SURGICAL & LABORATORY$68,447,388$68,447,388
OTHER ADMINISTRATIVE SERVICE$21,646,992$21,646,992
SUPPORT SERVS. PAID TO UABHS$7,689,836$7,689,836
TAXES$221,762$221,762

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$24,592,325TotalAmt
Program Services$14,276,509ProgramServicesAmt
Management And General$10,315,816ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,111,205,233TotalAmt
Program Services$941,919,280ProgramServicesAmt
Management And General$169,285,953ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$40,190,801BOYAmt
EOY$32,813,815EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$107,734,477BOYAmt
EOY$122,738,921EOYAmt

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$13,756,391BOYAmt
EOY$26,626,115EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$570,267BOYAmt
EOY$671,561EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,759,611BOYAmt
EOY$7,176,375EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$422,901,816LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$250,068,375LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$168,049,829BOYAmt
EOY$172,833,441EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$511,675,286BOYAmt
EOY$586,351,128EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$79,952,928BOYAmt
EOY$119,136,783EOYAmt

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$35,263,440BOYAmt
EOY$41,136,318EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$958,953,030BOYAmt
EOY$1,109,484,457EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$148,597,906BOYAmt
EOY$169,308,873EOYAmt

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$180,923,887BOYAmt
EOY$171,214,236EOYAmt

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$182,929,190BOYAmt
EOY$229,387,373EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$512,450,983BOYAmt
EOY$569,910,482EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$446,502,047BOYAmt
EOY$539,573,975EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$446,502,047BOYAmt
EOY$539,573,975EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$958,953,030BOYAmt
EOY$1,109,484,457EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$46,602,121ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$50,244,439NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$3,774,632OtherChangesInNetAssetsAmt
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$732,586,284CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$793,140,369CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$878,688,465CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$955,192,204CurrentTaxYearMinus1YearAmt
Current Tax Year$1,052,033,384CurrentTaxYearAmt
Total$4,411,640,706TotalAmt

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$732,586,284CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$793,140,369CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$878,688,465CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$955,192,204CurrentTaxYearMinus1YearAmt
Current Tax Year$1,052,033,384CurrentTaxYearAmt
Total$4,411,640,706TotalAmt

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$4,411,640,706PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,500,506CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,890,588CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,488,850CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,189,863CurrentTaxYearMinus1YearAmt
Current Tax Year$58,497,179CurrentTaxYearAmt
Total$233,566,986TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,500,506CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,890,588CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,488,850CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,189,863CurrentTaxYearMinus1YearAmt
Current Tax Year$58,497,179CurrentTaxYearAmt
Total$233,566,986TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,861,832CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,644,849CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$18,004,442CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,783,592CurrentTaxYearMinus1YearAmt
Current Tax Year$30,913,155CurrentTaxYearAmt
Total$67,198,986TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$779,948,622CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$862,675,806CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$906,172,873CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,022,165,659CurrentTaxYearMinus1YearAmt
Current Tax Year$1,141,443,718CurrentTaxYearAmt
Total$4,712,406,678TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.93618PublicSupportCY509Pct
Public Support PY5090.94085PublicSupportPY509Pct
Investment Income CY0.04956InvestmentIncomeCYPct
Investment Income PY0.04986InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,178FilingOrganizationsTotalAmt
FieldValueIRS element (for citing)
Total Direct LobbyingTotalDirectLobbyingGrp

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,178FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,111,201,055FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,111,205,233FilingOrganizationsTotalAmt

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$4,738CurrentYearMinus3Amt
Current Year Minus2$17,657CurrentYearMinus2Amt
Current Year Minus1$5,848CurrentYearMinus1Amt
Current Year$4,178CurrentYearAmt
Total$32,421TotalAmt

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$4,738CurrentYearMinus3Amt
Current Year Minus2$17,657CurrentYearMinus2Amt
Current Year Minus1$5,848CurrentYearMinus1Amt
Current Year$4,178CurrentYearAmt
Total$32,421TotalAmt

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$206,820,093BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$34,656,701InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$596,418AdministrativeExpensesAmt
End Year Balance$240,880,376EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$203,645,244BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$31,843,474InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$28,000,000OtherExpendituresAmt
Administrative Expenses$668,625AdministrativeExpensesAmt
End Year Balance$206,820,093EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$250,205,935BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses-$35,642,591InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$10,000,000OtherExpendituresAmt
Administrative Expenses$918,100AdministrativeExpensesAmt
End Year Balance$203,645,244EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
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$109,569,621DepreciationAmt
Book Value$56,024,563BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$113,047,329OtherCostOrOtherBasisAmt
Depreciation$47,716,768DepreciationAmt
Book Value$65,330,561BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$112,304,078OtherCostOrOtherBasisAmt
Depreciation$92,781,986DepreciationAmt
Book Value$19,522,092BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,873,121OtherCostOrOtherBasisAmt
Book Value$2,873,121BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$172,833,441TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
POOLED INVESTMENTS - CASH$26,091,692F
POOLED INV. - ACCRUED INCOME$348,567F
DEFERRED COMP$2,194,025F
INVESTMENT IN TRUST FUND$90,502,499F
FieldValueIRS element (for citing)
Total Book Value Securities$119,136,783TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED COMPENSATION$191,949,902
OTHER NON-CURRENT LIABILITIES$37,437,471
FieldValueIRS element (for citing)
Total Liability$229,387,373TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,238,434,440TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$50,244,439NetUnrealizedGainsInvstAmt
Other Revenue$30,382,647OtherRevenueAmt
Revenue Not Reported$80,627,086RevenueNotReportedAmt
Revenue Subtotal$1,157,807,354RevenueSubtotalAmt
Total Revenue Per Form990$1,157,807,354TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,145,362,512TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$34,157,279OtherExpensesIncludedAmt
Expenses Not Reported$34,157,279ExpensesNotReportedAmt
Expenses Subtotal$1,111,205,233ExpensesSubtotalAmt
Total Expenses Per Form990$1,111,205,233TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 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, 2024 AND 2023, THAT IT WOULD BE UNABLE TO SUBSTANTIATE. THE FOUNDATION HAS FILED ITS NOT-FOR-PROFIT TAX RETURNS FOR ALL YEARS THROUGH SEPTEMBER 30, 2023. YEARS ENDED SEPTEMBER 30, 2021 AND SUBSEQUENT REMAIN SUBJECT TO AUDIT BY TAXING AUTHORITIES.
PART XI, LINE 2DCHANGE IN NET PENSION AND OTHER POSTRETIREMENT BENEFIT OBLIGATIONS: $(3,774,632) INVESTMENT (INCOME)/LOSS FORM DEFERRED COMPENSATION ASSETS: $34,157,279
PART XII, LINE 2dINVESTMENT (INCOME)/LOSS FROM DEFERRED COMPENSATION ASSETS: $34,157,279

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 SectionGOVTIRCSectionDesc
Cash Grant$35,574,593CashGrantAmt
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 (24 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
TERRY C FRY
SECRETARY$70,856$319,526$0$50,000$138$1,440$4,000$65,981$26,016$4,160$101,010$441,107$0$0
SETH LANDEFELD
DIRECTOR/PHYSICIAN$402,330$306,067$86,925$0$3,807$9,815$43,065$77,515$5,565$9,921$541,692$403,318$0$0
REID JONES
FORMER CHIEF EXECUTIVE OFFICER$35,170$670,936$0$496,800$0$1,233,083$5,084$66,375$12,817$11,545$53,071$2,478,739$0$970,205
RAY WATTS
FORMER PRESIDENT$11,058$995,852$0$24,000$0$79,059$2,600$176,548$25,380$7,813$39,038$1,283,272$0$0
MUSTAFA I AHMED
PHYSICIAN$2,587,446$50,000$0$0$193,107$0$43,065$0$31,936$211$2,855,554$50,211$0$0
MICHAEL F HECKMAN
FORMER CFO$272,027$0$74,222$0$2,652$0$35,874$0$13,429$0$398,204$0$0$0
KEITH JONES
PRESIDENT (UNTIL MAY 2024)$309,702$539,523$168,599$0$2,772$4,962$41,672$124,336$28,113$4,366$550,858$673,187$0$0
JASON DANIEL
VICE PRESIDENT$20,671$405,515$0$107,552$0$7,383$1,560$88,500$27,100$4,954$49,331$613,904$0$0
JAMES E DAVIES
PHYSICIAN$2,485,796$128,409$562,600$0$365,845$448$43,065$18,205$27,951$1,244$3,485,257$148,306$0$0
HERBERT CHEN
DIRECTOR/PHYSICIAN$917,959$227,823$140,846$0$5,880$2,325$43,065$67,646$30,483$1,663$1,138,233$299,457$0$0
DAWN BULGARELLA
CEO, UAB Health System$0$1,341,611$0$590,285$0$595,156$0$87,800$0$18,375$0$2,633,227$0$0
CHERI CANON MD
PRESIDENT (START MAY 2024)$582,984$290,545$124,082$0$7,114$2,633$43,065$48,160$29,860$1,827$787,105$343,165$0$0
HUH WARNER MD
DIRECTOR/PHYSICIAN$356,579$368,173$117,425$0$1,136$12,219$43,065$15,546$31,016$2,154$549,221$398,092$0$0
ADRIENNE LAHTI
DIRECTOR/PHYSICIAN$118,562$362,690$63,803$0$579$8,373$15,808$39,236$12,166$2,231$210,918$412,530$0$0
NANCY TOFIL
DIRECTOR/PHYSICIAN$268,442$61,224$17,190$0$45,192$289$37,322$12,577$2,176$26,827$370,322$100,917$0$0
CLAY SPITLER MD
PHYSICIAN$1,150,294$24,282$125,650$0$106,614$18$43,065$6,157$3,999$22,087$1,429,622$52,544$0$0
STEVEN PAYNE
INTERIM CFO (UNTIL JULY 2024)$227,191$0$48,480$0$26,877$0$33,200$0$12,688$0$348,436$0$0$0
IRFAN ASIF MD
DIRECTOR/PHYSICIAN$253,781$234,763$70,847$0$40,338$310$39,793$56,616$29,264$1,692$434,023$293,381$0$0
CLIFTON LEWIS
PHYSICIAN$1,333,091$199,300$0$0$312,254$1,943$43,065$62,945$28,684$1,543$1,717,094$265,731$0$0
ANUPAM AGARWAL
DIRECTOR/PHYSICIAN$278,817$678,797$126,005$0$2,443$50,034$37,252$115,299$22,187$13,044$466,704$857,174$0$0
JASON SADLER
CFO (START JULY 2024)$0$259,603$0$53,496$0$1,207$0$66,609$0$23,093$0$404,008$0$0
HERRICK J SIEGEL
PHYSICIAN$1,020,777$41,299$320,447$0$10,766$190$43,065$17,077$29,562$877$1,424,617$59,443$0$0
JAMES MARKERT
DIRECTOR/PHYSICIAN$746,451$377,020$155,252$0$9,681$4,607$43,065$76,658$32,426$2,191$986,875$460,476$0$0
LOU BAVERSO
COO, UAB HEALTH SYSTEM$0$258,010$0$0$0$51,013$0$2,321$0$9,881$0$321,225$0$0

Supplemental Information Detail SupplementalInformationDetail (4 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 CONFERENCED 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, LINES 4BFOR CALENDAR YEAR 2023 COMPENSATION FOR REID JONES INCLUDED $970,205 WHICH IS A ONE TIME PAYMENT FROM DEFERRED COMPENSATION PLAN.
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
Afalsefalsefalsefalsefalsefalsefalse0falsefalse
0
Bfalsefalsefalsefalsefalsefalsefalse0falsefalse
0
Cfalsefalsefalsefalsefalsefalsefalse0falsefalse

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 3GUIDEHOUSE MANAGED SERVICES LLC 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 PWC US TAX 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 POSTRETREMENT BENEFIT OBLIGATIONS: $-3,774,632
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 OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
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 MID-STATE (EXEMPT) ALABAMA CARE NETWORK SOUTHEAST (EXEMPT) ALABAMA PHYSICIAN NETWORK, LLC (LLC) ALABAMA ENGINEERING FOUNDATION, INC. (EXEMPT) CAMPUS HOSPITALITY SERVICES, LLC (LLC) CAPSTONE EDUCATIONAL AND RESEARCH FOUNDATION (EXEMPT) CAPSTONE HEALTH SERVICES FOUNDATION, P.C. (EXEMPT) COMMERCIAL REAL ESTATE, LLC (LLC) COOPER GREEN MERCY HEALTH SERVICES AUTHORITY, AN AFFILIATE OF UAB MEDICINE ENTERPRISE (C CORP) COOPER GREEN REHABILITATION SERVICES (EXEMPT) CRIMSON TIDE 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 MEDICINE ENTERPRISE (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 MEDICINE ENTERPRISE (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 AUTHORITY (EXEMPT) UAB HOSPITAL MANAGEMENT, LLC (LLC) UAB MEDICINE ENTERPRISE (EXEMPT) UAB MEDICINE FINANCE AUTHORITY (C CORP) UAB-SVHS, INC. (EXEMPT) UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. (EXEMPT) UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION (EXEMPT) VENN LABS, INC. (EXEMPT) VIVA HEALTH ADMINISTRATION, LLC (LLC) VIVA HEALTH INSURANCE COMPANY (C CORP) VIVA HEALTH, INC. (EXEMPT)ExplanationTxt

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