UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC (EIN 63-0649108)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-08-08
- IRS object ID
- 201742209349301034
- Schema version
- 2015v3.0
- 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
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-08T14:26:28-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454084437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Warren Averett LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 Acton Road | AddressLine1Txt |
| City | Birmingham | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630649108 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ALABAMA HEALTH SERVICES | BusinessNameLine1Txt |
| Business Name Line2 | Foundation PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 2057319600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 55407 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35255 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL HECKMAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2057319600 | PhoneNum |
| Signature | 2017-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JC Rouse | PreparerPersonNm |
| PTIN | P00081132 | PTIN |
| Phone | 2059794100 | PhoneNum |
| Preparation | 2017-08-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | patricia pritchett | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 55407 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $665,389,926 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | COORDINATE AND DELIVER PATIENT CARE IN A GROUP PRACTICE SETTING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 3791 | TotalEmployeeCnt |
| Total Volunteers | 98 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $510,115,019 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $527,400,412 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,586,745 | PYInvestmentIncomeAmt |
| CY Investment Income | $19,117,562 | CYInvestmentIncomeAmt |
| PY Other Revenue | $33,509,129 | PYOtherRevenueAmt |
| CY Other Revenue | $42,958,011 | CYOtherRevenueAmt |
| PY Total Revenue | $561,210,893 | PYTotalRevenueAmt |
| CY Total Revenue | $589,475,985 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $36,113,858 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $45,685,483 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $374,939,068 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $414,081,485 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $149,073,062 | PYOtherExpensesAmt |
| CY Other Expenses | $112,567,032 | CYOtherExpensesAmt |
| PY Total Expenses | $560,125,988 | PYTotalExpensesAmt |
| CY Total Expenses | $572,334,000 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,084,905 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,141,985 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $827,299,090 | TotalAssetsBOYAmt |
| Total Assets EOY | $877,548,590 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $479,944,741 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $513,729,729 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $347,354,349 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $363,818,861 | NetAssetsOrFundBalancesEOYAmt |
| Mission | COORDINATE AND DELIVER PATIENT CARE IN A GROUP PRACTICE SETTING WITHIN THE ACADEMIC ENVIRONMENT OF THE UNIVERSITY OF ALABAMA AT BIRMINGHAM. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $472,184,899 | ExpenseAmt |
| Grant | $45,685,483 | GrantAmt |
| Revenue | $527,620,098 | RevenueAmt |
| Desc | Operation of a nonprofit physician group practice closely affiliated with the University of Alabama at Birmingham. HSF consists of almost 1,209 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 | $472,184,899 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 281 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3791 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL F HECKMAN CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2057319600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 22ND ST SOUTH STE 500 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35233 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CHARLES E ADAIR | ||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $900 | $0 | $0 | ||
| LEE J STYSLINGER III | ||||||||
| DIRECTOR | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD M JAMES | ||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $900 | $0 | $0 | ||
| VAN L RICHEY | ||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $900 | $0 | $0 | ||
| MIMI HEAD | ||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $1,200 | $0 | $0 | ||
| TIM LEWIS | ||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $900 | $0 | $0 | ||
| SELWYN M VICKERS MD | ||||||||
| DIRECTOR/PHYSICIAN | 50.00 | 0.00 | Yes (X) | $97,050 | $852,070 | $199,942 | ||
| DAVID G STANDAERT MD | ||||||||
| DIRECTOR/PHYSICIAN | 50.00 | 0.00 | Yes (X) | $97,938 | $397,819 | $65,913 | ||
| ISSAC W FERNIANY MD | ||||||||
| DIRECTOR/CEO UAB HS | 0.00 | 50.00 | Yes (X) | $0 | $1,069,659 | $223,291 | ||
| CHARLES S LANDEFELD MD | ||||||||
| DIRECTOR/PHYSICIAN | 50.00 | 0.00 | Yes (X) | $348,653 | $223,412 | $98,166 | ||
| Cheri L Canon MD | ||||||||
| Director/PHYSICIAN | 50.00 | 0.00 | Yes (X) | $455,842 | $230,246 | $97,086 | ||
| Mitchell B Cohen MD | ||||||||
| Director/PhysICIAN | 50.00 | 0.00 | Yes (X) | $324,406 | $281,721 | $61,749 | ||
| Keith A Jones MD | ||||||||
| Director/PhysICIAN | 50.00 | 0.00 | Yes (X) | $337,357 | $320,559 | $95,463 | ||
| HERBERT CHEN MD | ||||||||
| DIRECTOR/PHYSICIAN | 50.00 | 0.00 | Yes (X) | $224,044 | $50,097 | $27,377 | ||
| JOHN R THOMAS | ||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $1,200 | $0 | $0 | ||
| JEFFREY A BAYER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $600 | $0 | $0 | ||
| CT FITZPATRICK | ||||||||
| DIRECTOR | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES D PERRY JR | ||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $1,200 | $0 | $0 | ||
| JAMES A BONNER MD | ||||||||
| PRESIDENT/PHYSICIAN | 50.00 | 0.00 | $478,078 | $370,905 | $99,323 | Yes (X) | ||
| PATRICIA PRITCHETT | ||||||||
| EXECUTIVE VICE PRESIDENT | 50.00 | 0.00 | $297,370 | $203,314 | $70,345 | Yes (X) | ||
| MICHAEL F HECKMAN | ||||||||
| CFO | 50.00 | 0.00 | $264,997 | $0 | $43,558 | Yes (X) | ||
| ROBERT J CERFOLIO MD | ||||||||
| PROFESSOR/PHYSICIAN | 50.00 | 0.00 | $915,070 | $78,788 | $90,523 | Yes (X) | ||
| JAMES K KIRKLIN MD | ||||||||
| PROFESSOR/PHYSICIAN | 50.00 | 0.00 | $921,354 | $318,417 | $131,902 | Yes (X) | ||
| MARK N HADLEY MD | ||||||||
| PROFESSOR/PHYSICIAN | 50.00 | 0.00 | $944,293 | $70,850 | $64,503 | Yes (X) | ||
| Robert J Dabal MD | ||||||||
| ProFESSOR/PHYSICIAN | 50.00 | 0.00 | $790,313 | $42,983 | $64,030 | Yes (X) | ||
| James E Davies MD | ||||||||
| ProfeSSOR/PHYSICIAN | 50.00 | 0.00 | $992,208 | $38,450 | $59,445 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,496,773 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,549,290 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,492,616 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 912 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Brasfield & Gorrie Inc | |||||
| PO Box 11407 | BirmINGHAM | AL | 35246 | ConSTRUCTION MANAGEMENT | $8,590,023 |
| IRON MOUNTAIN RECORDS MANAGEMENT | |||||
| PO BOX 530487 | BIRMINGHAM | AL | 35253 | RECORD MANAGEMENT | $1,597,043 |
| PlaTINUM AIR SERVICE LLC | |||||
| 26840 SHOREGRASS DRIVE | WesLEY CHAPEL | FL | 33543 | Air SERVICE | $1,384,428 |
| KPS GROUP | |||||
| 60 14TH STREET SOUTH SUITE 100 | BIRMINGHAM | AL | 35233 | ENGINEER DESIGN SERVICES | $723,968 |
| GRESHAM SMITH & PARTNERS | |||||
| PO Box 440029 | NASHVILLE | TN | 37244 | ARCHITECTUAL DESIGN SERVICES | $343,790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 29 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT REVENUE | 900099 | $400,209,432 | $400,209,432 |
| HEALTHCARE SERVICES | 900099 | $104,699,224 | $104,699,224 |
| ORGAN/TISSUE REC | 900099 | $22,491,756 | $22,491,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $527,400,412 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,824,364 | TotalRevenueColumnAmt |
| Exclusion | $4,824,364 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $36,069,533 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $36,069,533 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,069,533 | TotalRevenueColumnAmt |
| Exclusion | $36,069,533 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $80,156,255 | SecuritiesAmt |
| Other | $10,050,884 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $65,779,170 | SecuritiesAmt |
| Other | $10,134,771 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,377,085 | SecuritiesAmt |
| Other | -$83,887 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,293,198 | TotalRevenueColumnAmt |
| Exclusion | $14,293,198 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| GAIN ON EQUITY IN PLTF | 900099 | $5,569,848 | $5,569,848 | |
| GAIN ON EQUITY IN CAC | 900099 | $1,098,944 | $1,098,944 | |
| MISCELLANEOUS INCOME | 900099 | $219,686 | $219,686 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,888,478 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $589,475,985 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $527,620,098 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $61,855,887 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,685,483 | TotalAmt |
| Program Services | $45,685,483 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,293,555 | TotalAmt |
| Program Services | $1,174,994 | ProgramServicesAmt |
| Management And General | $2,118,561 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,710,935 | TotalAmt |
| Program Services | $289,497,965 | ProgramServicesAmt |
| Management And General | $52,212,970 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,736 | TotalAmt |
| Program Services | $662,393 | ProgramServicesAmt |
| Management And General | $266,343 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,682,025 | TotalAmt |
| Program Services | $40,413,208 | ProgramServicesAmt |
| Management And General | $12,268,817 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,466,234 | TotalAmt |
| Program Services | $11,786,695 | ProgramServicesAmt |
| Management And General | $3,679,539 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,228,268 | TotalAmt |
| Program Services | $612,793 | ProgramServicesAmt |
| Management And General | $615,475 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779,067 | TotalAmt |
| Management And General | $779,067 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,220 | TotalAmt |
| Management And General | $242,220 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,314 | TotalAmt |
| Program Services | $73,314 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,395,579 | TotalAmt |
| Program Services | $1,395,579 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,261,610 | TotalAmt |
| Program Services | $4,261,610 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $641,774 | TotalAmt |
| Management And General | $641,774 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,995,443 | TotalAmt |
| Program Services | $4,123,313 | ProgramServicesAmt |
| Management And General | $1,872,130 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,453,004 | TotalAmt |
| Program Services | $10,453,004 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,917,092 | TotalAmt |
| Program Services | $3,554,738 | ProgramServicesAmt |
| Management And General | $4,362,354 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,724,891 | TotalAmt |
| Program Services | $2,138,910 | ProgramServicesAmt |
| Management And General | $1,585,981 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $842,347 | TotalAmt |
| Program Services | $374,855 | ProgramServicesAmt |
| Management And General | $467,492 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,733,736 | TotalAmt |
| Management And General | $4,733,736 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,614,729 | TotalAmt |
| Program Services | $5,846,072 | ProgramServicesAmt |
| Management And General | $8,768,657 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,310,143 | TotalAmt |
| Program Services | $2,310,143 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MEDICAL, SURGICAL AND L | $23,416,896 | $23,416,896 |
| SUPPORT SERVICES PRIMAR | $15,583,543 | $15,583,543 |
| REPAIRS AND MAINTENANCE | $2,789,257 | $2,789,257 |
| RECRUITING AND RELOCATI | $1,756,643 | $1,756,643 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,807,476 | TotalAmt |
| Program Services | $4,273,491 | ProgramServicesAmt |
| Management And General | $5,533,985 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,334,000 | TotalAmt |
| Program Services | $472,184,899 | ProgramServicesAmt |
| Management And General | $100,149,101 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,681 | BOYAmt |
| EOY | $72,022 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,341,613 | BOYAmt |
| EOY | $21,803,600 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,297,403 | BOYAmt |
| EOY | $59,040,313 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,037 | BOYAmt |
| EOY | $104,167 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,699,204 | BOYAmt |
| EOY | $28,314,043 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,839 | BOYAmt |
| EOY | $95,557 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,559,588 | BOYAmt |
| EOY | $8,024,361 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $305,553,694 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $154,898,160 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,090,370 | BOYAmt |
| EOY | $150,655,534 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,046,251 | BOYAmt |
| EOY | $452,586,933 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,529,531 | BOYAmt |
| EOY | $124,267,418 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,427,573 | BOYAmt |
| EOY | $32,584,642 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $827,299,090 | BOYAmt |
| EOY | $877,548,590 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,295,136 | BOYAmt |
| EOY | $126,225,693 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,937,144 | BOYAmt |
| EOY | $218,300,123 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,712,461 | BOYAmt |
| EOY | $169,203,913 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,944,741 | BOYAmt |
| EOY | $513,729,729 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,354,349 | BOYAmt |
| EOY | $363,818,861 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,354,349 | BOYAmt |
| EOY | $363,818,861 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $827,299,090 | BOYAmt |
| EOY | $877,548,590 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $17,141,985 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,889,653 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$7,567,126 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $452,831,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $489,179,756 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $510,197,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $510,115,019 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $527,400,412 | CurrentTaxYearAmt |
| Total | $2,489,723,902 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $452,831,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $489,179,756 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $510,197,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $510,115,019 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $527,400,412 | CurrentTaxYearAmt |
| Total | $2,489,723,902 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,489,723,902 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,264,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,811,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,183,352 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,569,401 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,893,897 | CurrentTaxYearAmt |
| Total | $109,722,114 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,264,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,811,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,183,352 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,569,401 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,893,897 | CurrentTaxYearAmt |
| Total | $109,722,114 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $835,395 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,256,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,149,311 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$6,368,492 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,888,478 | CurrentTaxYearAmt |
| Total | $19,760,867 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $459,931,347 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $506,247,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $529,529,706 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $548,315,928 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $575,182,787 | CurrentTaxYearAmt |
| Total | $2,619,206,883 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95060 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96300 | PublicSupportPY509Pct |
| Investment Income CY | 0.04190 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03160 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $73,314 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $73,314 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $572,260,686 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $572,334,000 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $48,547 | CurrentYearMinus3Amt |
| Current Year Minus2 | $70,714 | CurrentYearMinus2Amt |
| Current Year Minus1 | $83,103 | CurrentYearMinus1Amt |
| Current Year | $73,314 | CurrentYearAmt |
| Total | $275,678 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $48,547 | CurrentYearMinus3Amt |
| Current Year Minus2 | $70,714 | CurrentYearMinus2Amt |
| Current Year Minus1 | $83,103 | CurrentYearMinus1Amt |
| Current Year | $73,314 | CurrentYearAmt |
| Total | $275,678 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $197,465,931 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $15,756,161 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$18,664,000 | OtherExpendituresAmt |
| End Year Balance | $194,558,092 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $214,385,005 | BeginningYearBalanceAmt |
| Contributions | $2,400,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,919,074 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,400,000 | OtherExpendituresAmt |
| End Year Balance | $197,465,931 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $207,293,345 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $18,551,670 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,460,010 | OtherExpendituresAmt |
| End Year Balance | $214,385,005 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $192,858,403 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $26,434,942 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,000,000 | OtherExpendituresAmt |
| End Year Balance | $207,293,345 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $173,460,816 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,840,501 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,442,914 | OtherExpendituresAmt |
| End Year Balance | $192,858,403 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,720,377 | OtherCostOrOtherBasisAmt |
| Book Value | $27,720,377 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $155,449,409 | OtherCostOrOtherBasisAmt |
| Depreciation | $77,642,745 | DepreciationAmt |
| Book Value | $77,806,664 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,301,113 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,783,834 | DepreciationAmt |
| Book Value | $12,517,279 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,679,494 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,110,574 | DepreciationAmt |
| Book Value | $12,568,920 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,403,301 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,361,007 | DepreciationAmt |
| Book Value | $20,042,294 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $150,655,534 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH AND CASH EQUIVALENTS | $13,407,203 | F |
| POOLED INVESTMENTS - CASH EQUIVALENTS | $23,747,842 | F |
| POOLED INVESTMENTS - ACCRUED INCOME | $199,158 | F |
| DEFERRED COMP. INVESTMENTS - CASH EQUIVALENTS | $3,935,280 | F |
| Investment in TRUST FUND | $72,452,155 | F |
| Investment in CACC, LLC | $1,985,703 | F |
| CERTIFICATES OF DEPOSIT | $8,540,077 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $124,267,418 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $136,372,694 |
| POST RETIREMENT LIABILITIES | $32,831,219 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $169,203,913 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $599,234,399 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,889,653 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$7,567,126 | OtherRevenueAmt |
| Revenue Not Reported | -$677,473 | RevenueNotReportedAmt |
| Revenue Subtotal | $599,911,872 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$10,435,887 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$10,435,887 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $589,475,985 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $582,769,887 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $582,769,887 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$10,435,887 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$10,435,887 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $572,334,000 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | THE FOUNDATION'S BOARD-DESIGNATED ENDOWMENTS CONSIST OF THREE FUNDS ESTABLISHED 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 2: | The 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, 2016, that it would be unable to substantiate. The Foundation has filed its not-for-profit tax returns for all years through September 30, 2015. Years ended September 30, 2012, and subsequent remain subject to audit by taxing authorities. |
| Part XI, Line 2d - Other Adjustments: | Change in Net Pension and other postretirement benefit obligations -7,567,126. |
| Part XI, Line 4b - Other Adjustments: | INVESTMENT (INCOME) LOSS FROM DEFERRED COMPENSATION ASSETS -10,478,089. EXPENSES SHOWN AS A REDUCTION TO INCOME ON BOOKS 42,202. |
| Part XII, Line 4b - Other Adjustments: | INVESTMENT (INCOME) LOSS FROM DEFERRED COMPENSATION ASSETS -10,478,089. EXPENSES SHOWN AS A REDUCTION TO INCOME ON BOOKS 42,202. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ALABAMA AT BIRMINGHAM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 3RD AVENUE SOUTH | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35294 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 636005396 | RecipientEIN |
| IRC Section | POLITICAL SUB | IRCSectionDesc |
| Cash Grant | $45,685,483 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | TO FUND RESEARCH PROJECTS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The grants provided to UAB go through HSF approval process. The request comes in to HSF Controller who prepares a "UAB Transfers & Contribution Request and approves payment. The request consist 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 approval and then to the Executive Vice President for final approval. The grants are also monitored with the amount provided vERsUS the amount budgeted for the fiscal year. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SELWYN M VICKERS MD | ||||||||||||||
| DIRECTOR/PHYSICIAN | $41,492 | $651,737 | $0 | $178,950 | $55,558 | $21,383 | $6,525 | $172,593 | $18,203 | $8,869 | $121,778 | $1,033,532 | $0 | $0 |
| DAVID G STANDAERT MD | ||||||||||||||
| DIRECTOR/PHYSICIAN | $40,344 | $395,400 | $57,548 | $0 | $46 | $2,419 | $6,092 | $43,670 | $16,000 | $2,370 | $120,030 | $443,859 | $0 | $0 |
| ISSAC W FERNIANY MD | ||||||||||||||
| DIRECTOR/CEO UAB HS | $0 | $668,343 | $0 | $390,995 | $0 | $10,321 | $0 | $206,854 | $0 | $23,788 | $0 | $1,300,301 | $0 | $0 |
| CHARLES S LANDEFELD MD | ||||||||||||||
| DIRECTOR/PHYSICIAN | $283,960 | $217,900 | $62,238 | $0 | $2,455 | $5,512 | $34,583 | $54,113 | $11,617 | $1,577 | $394,853 | $279,102 | $0 | $0 |
| Cheri L Canon MD | ||||||||||||||
| Director/PHYSICIAN | $378,561 | $229,489 | $76,489 | $0 | $792 | $757 | $34,583 | $38,576 | $27,070 | $1,629 | $517,495 | $270,451 | $0 | $0 |
| Mitchell B Cohen MD | ||||||||||||||
| Director/PhysICIAN | $256,308 | $255,000 | $65,920 | $24,622 | $2,178 | $2,099 | $8,483 | $44,745 | $11,005 | $1,140 | $343,894 | $327,606 | $0 | $0 |
| Keith A Jones MD | ||||||||||||||
| Director/PhysICIAN | $261,335 | $317,224 | $74,576 | $1,500 | $1,446 | $1,835 | $34,537 | $65,533 | $19,177 | $3,079 | $391,071 | $389,171 | $0 | $0 |
| HERBERT CHEN MD | ||||||||||||||
| DIRECTOR/PHYSICIAN | $173,347 | $50,000 | $50,000 | $0 | $697 | $97 | $0 | $23,420 | $5,396 | $223 | $229,440 | $73,740 | $0 | $0 |
| JAMES A BONNER MD | ||||||||||||||
| PRESIDENT/PHYSICIAN | $354,886 | $368,244 | $121,092 | $0 | $2,100 | $2,661 | $34,583 | $43,655 | $22,921 | $3,308 | $535,582 | $417,868 | $0 | $0 |
| PATRICIA PRITCHETT | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $176,596 | $180,371 | $119,866 | $0 | $908 | $22,943 | $23,523 | $40,648 | $7,898 | $1,983 | $328,791 | $245,945 | $0 | $0 |
| MICHAEL F HECKMAN | ||||||||||||||
| CFO | $208,541 | $0 | $55,316 | $0 | $1,140 | $0 | $28,198 | $0 | $17,426 | $0 | $310,621 | $0 | $0 | $0 |
| ROBERT J CERFOLIO MD | ||||||||||||||
| PROFESSOR/PHYSICIAN | $912,217 | $78,396 | $0 | $0 | $2,853 | $392 | $34,583 | $37,337 | $23,830 | $1,511 | $973,483 | $117,636 | $0 | $0 |
| JAMES K KIRKLIN MD | ||||||||||||||
| PROFESSOR/PHYSICIAN | $752,310 | $315,268 | $0 | $0 | $169,044 | $3,149 | $70,583 | $52,957 | $12,628 | $2,013 | $1,004,565 | $373,387 | $0 | $0 |
| MARK N HADLEY MD | ||||||||||||||
| PROFESSOR/PHYSICIAN | $441,961 | $70,217 | $499,700 | $0 | $2,632 | $633 | $34,583 | $11,873 | $21,725 | $917 | $1,000,601 | $83,640 | $0 | $0 |
| Robert J Dabal MD | ||||||||||||||
| ProFESSOR/PHYSICIAN | $566,208 | $42,843 | $223,000 | $0 | $1,105 | $140 | $34,583 | $8,383 | $5,864 | $20,493 | $830,760 | $71,859 | $0 | $0 |
| James E Davies MD | ||||||||||||||
| ProfeSSOR/PHYSICIAN | $430,610 | $38,400 | $561,140 | $0 | $458 | $50 | $34,583 | $6,539 | $21,022 | $774 | $1,047,813 | $45,763 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | DISCRETIONARY SPENDING ACCOUNTS: 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 5 | Many 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 7 | Many 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| THE MEDICAL CLINIC BOARD OF THE CITY OF BIRMINGHAM - UAHSF | ||||||||
| A | 621375181 | NONEavail | 2011-09-07 | $210,490,000 | PRIOR ISSUE REFUND AND FINANCING | 0 | 0 | 0 |
| tHE MEDICAL CLINIC BOARD OF THE CITY OF BIRMINGHAM - UAHSF | ||||||||
| B | 621375181 | noneavail | 2015-11-01 | $20,000,000 | FINANCING CAPITAL ASSETS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $210,490,000 | $38,089,942 | 2016 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
| B | $20,000,000 | $6,752,092 | 2018 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0.01440 | 0.00000 | 0.01440 | 0 | Yes (1) | 0.01390 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SELWYN VICKERS | PersonNm |
| Loan Purpose | RECRUITING LOAN | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $250,000 | OriginalPrincipalAmt |
| Balance Due | $104,167 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $104,167 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | Form 990 is provided to the Board for review and is an agenda item at the regularly scheduled Board Meeting open for any discussion before the return is filed. |
| Form 990, Part VI, Section B, line 12c | DIRECTORS, PRINCIPAL OFFICERS AND COMMITTEE MEMBERS WITH BOARD DELEGATED POWERS ANNUALLY SIGN THE CONFLICT OF INTEREST CERTIFICATE. |
| Form 990, Part VI, Section B, line 15 | The 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 19 | AS 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: | Other comprehensive income/loss -7,567,126. |
| 990, PART XI, LINE 2C | THE 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UAB HEALTH SYSTEM | ||||||||||
| 500 22ND STREET SOUTH SUITE 408 | BIRMINGHAM | AL | 35233 | 631182994 | HEALTHCARE MANAGEMENT | AL | 501(C)(3) | Line 7 | N/A | 0 |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||||||||||
| 1530 3RD AVENUE SOUTH | BIRMINGHAM | AL | 35294 | 636005396 | PUBLIC UNIVERSITY | AL | POLITICAL SUB | N/A | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||
| B | $45,685,483 | FMV - CASH |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||
| K | $4,619,877 | FMV - CASH |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||
| P | $9,580,000 | FMV - CASH |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||
| R | $20,996,000 | FMV - CASH |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||
| S | $59,367,000 | FMV - CASH |
| UAB HEALTH SYSTEM | ||
| R | $6,568,000 | FMV - CASH |
| UAB HEALTH SYSTEM | ||
| S | $15,821 | FMV - CASH |
Comments