2026-08-13T10:57:18-05:00 2025-09-30 PWC US TAX LLP 655 NEW YORK AVENUE NW SUITE 1100 WASHINGTON DC 20001 990 2024-10-01 631206956 UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION % BRANDON SLOCUM UNIV 2053258620 700 SOUTH 18TH STREET STE 601 BIRMINGHAM AL 35233 Brandon Slocum Treasurer 2053258629 2026-08-05 true true MICHAEL D HOFFMAN P01345551 2024141000 2026-08-05 2024 2025-03-06 01:10:19Z STEPHEN YODER 700 SOUTH 18TH ST STE 601 BIRMINGHAM AL 35233 8092722 false X WWW.UAB.EDU/EYEDOC X 1998 AL OSF IS A NON-PROFIT CORPORATION ORGANIZED TO SERVE THE EYE HEALTH NEEDS OF THE PEOPLE OF ALABAMA AND BEYOND THROUGH EXCELLENCE IN PATIENT CARE, MEDICAL EDUCATION, AND RESEARCH. 5 2 43 25 0 0 1000000 333332 14009590 7759390 0 0 0 0 15009590 8092722 0 0 0 0 13875537 7206265 0 0 0 1022598 575716 14898135 7781981 111455 310741 1661929 2015853 358613 401796 1303316 1614057 THE UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION (OSF) IS A NON-PROFIT CORPORATION ORGANIZED TO SERVE THE EYE HEALTH NEEDS OF THE PEOPLE OF ALABAMA AND BEYOND THROUGH EXCELLENCE IN PATIENT CARE, MEDICAL EDUCATION, AND RESEARCH. false false 7295919 0 7759390 OSF IS THE PRIVATE CLINICAL PRACTICE FOR THE FACULTY OF THE DEPARTMENT OF OPHTHALMOLOGY AND VISUAL SCIENCE, WHICH CONSISTS OF 31 FACULTY MEMBERS. FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, PHYSICIANS IN OSF PROVIDED OPHTHALMIC OUTPATIENT SERVICES TO APPROXIMATELY 55,594 PATIENTS IN CENTRAL ALABAMA. 311820 0 0 OSF PROMOTES GROUNDBREAKING BASIC SCIENCE AND CLINICAL RESEARCH RELATED TO TREATING DISEASES OF THE EYE WITH THE UNDERSTANDING THAT BOTH ARE CRITICAL BUILDING BLOCKS FOR FUTURE PROGRESS IN THE FIELD OF OPHTHALMOLOGY. 174242 0 0 OSF ALSO SUPPORTS THE RESIDENCY PROGRAM FOR STUDENTS OF THE UNIVERSITY OF ALABAMA AT BIRMINGHAM DEPARTMENT OF OPHTHALMOLOGY AND VISUAL SCIENCE TO ENSURE THAT A CONTINUING STREAM OF HIGHLY TRAINED OPHTHALMOLOGISTS WILL BE ABLE TO CARE FOR THE POPULATION OF THE STATE OF ALABAMA AND THE NATION. 7781981 true true false false false false false false false false false false false false false false false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 43 0 true 43 true false false false false false false false false false false false false X 5 2 false false false false false false true true true false false false true true true false true true true false X BRANDON SLOCUM 2054817134 DANIEL BUILDING 1337 15 20TH ST BIRMINGHAM AL 35233 DAWN BULGARELLA DIRECTOR 0.25 42.75 X 0 2655253 109486 BRIAN SAMUELS PRESIDENT 40.0 1.0 X X 423116 399293 161634 ROBERT KNOX PHYSICIAN 40.0 0.0 X 726646 2923 67002 DARRELL JOINER MD PHYSICIAN 40.0 0.0 X 696933 7520 80330 MICHAEL CALLAHAN MD PHYSICIAN 40.0 0.0 X 594353 10000 77313 JASON SWANNER MD DIRECTOR OF CLINICAL OPERATION 40.0 0.0 X 568670 5853 68054 JAMES BLACKSTONE MD PHYSICIAN 40.0 0.0 X 539845 2500 64130 BLYTHE MONHEIT MD PHYSICIAN 40.0 0.0 X 465428 3583 64134 CHRISTOPHER GIRKIN MD FORMER PRESIDENT 0.0 40.0 X 94345 265695 61051 GARRETT GROVER CEO 40.0 1.0 X 0 369081 29410 SHELBY SMITH SECRETARY/TREASURER 8.0 32.0 X 0 200734 21770 STEPHEN YODER JD CHAIRMAN 1.0 42.0 X 0 6400 24 DANNY MCKINNEY BOARD MEMBER 1.0 1.0 X 0 0 0 JOAN RAGSDALE BOARD MEMBER 1.0 1.0 X 0 0 0 4109336 3928835 804338 30 true true false 0 333332 333332 PATIENT SERVICES 621110 7759390 7759390 0 0 7759390 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8092722 7759390 0 0 0 0 0 0 688815 688815 11139 11139 5417528 5417528 0 0 588058 588058 0 0 216918 216918 0 0 283807 283807 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RESEARCH EXPENSES 311820 311820 0 0 RESIDENT EXPENSES 174242 174242 0 0 CONSULTING FEES 86975 86975 0 0 BANK/MERCHANT FEE 2679 2679 0 0 7781981 7781981 0 0 776864 835147 0 0 0 0 885065 1180706 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1661929 2015853 358613 401796 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 358613 401796 X 1303316 1614057 0 0 1303316 1614057 1661929 2015853 310741 X false true X true false X X 1 UAB CALLAHAN EYE HOSPITAL AUTHORITY 461468253 6 true 7781981 0 1 7781981 0 true true false false false false false false false false false false false false false true false SCHEDULE A, PART IV, SECTION A, LINE 2: UAB CALLAHAN EYE HOSPITAL AUTHORITY ("EYE HOSPITAL AUTHORITY") IS AN ENTITY OF THE UAB HEALTH SYSTEM AND IS COMPOSED OF TWO OPERATING ORGANIZATIONS, THE UAB CALLAHAN EYE HOSPITAL, A HOSPITAL, AND THE UNIVERSITY OF ALABAMA OPTHAMOLOGY SERVICES FOUNDATION, A NON-PROFIT ORGANIZATION SERVING THE EYE HEALTH NEEDS OF INDIVIDUALS THROUGH PATIENT CARE, MEDICAL EDUCATION, AND RESEARCH. THE EYE HOSPITAL AUTHORITY IS AN INTEGRAL PART OF THE INTERNATIONALLY RECOGNIZED MEDICAL CENTER AT THE UNIVERSITY OF ALABAMA AT BIRMINGHAM AND IS CONSIDERED TO BE A TAX-EXEMPT GOVERNMENTAL UNIT. AS A GOVERNMENTAL UNIT, THE EYE HOSPITAL AUTHORITY DOES NOT HAVE AN IRS DETERMINATION LETTER CLASSIFYING IT AS A PUBLIC CHARITY UNDER SECTION 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE. HOWEVER, THE EYE HOSPITAL AUTHORITY QUALIFIES AS A PUBLIC CHARITY UNDER SECTION 509(A)(1) BECAUSE ITS PRINCIPAL PURPOSE IS THE PROVISION OF MEDICAL AND HOSPITAL CARE AND MEDICAL EDUCATION AND RESEARCH AND IT QUALIFIES AS A GOVERNMENTAL UNIT. AS NOTED ABOVE, THE EYE HOSPITAL AUTHORITY IS COMPOSED OF AN EYE HOSPITAL AND A NON-PROFIT ORGANIZATION THAT PROVIDES PATIENT CARE, MEDICAL EDUCATION AND DOES MEDICAL RESEARCH. BELOW PLEASE FIND THE LAW SUPPORTING THIS CONCLUSION. SECTION 509(A)(3) DESCRIBES "SUPPORTING ORGANIZATIONS" TO BE ORGANIZED, SUPERVISED, OR CONTROLLED BY ONE OR MORE ORGANIZATIONS DESCRIBED IN PARAGRAPH (1) OR (2) OF THIS SUBSECTION, AND FOR WHICH THE SUPPORTING ORGANIZATION IS ORGANIZED, AND AT ALL TIMES THEREAFTER IS OPERATED, EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF ONE OR MORE SPECIFIED ORGANIZATIONS DESCRIBED IN PARAGRAPHS (1) OR (2) OF THIS SUBSECTION. SECTION 509(A)(1) INCLUDES AN ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A) (OTHER THAN IN CLAUSES (VII) OR (VIII)). SECTION 170(B)(1)(A)(III) DESCRIBES AN ORGANIZATION THE PRINCIPAL PURPOSE OR FUNCTIONS OF WHICH ARE THE PROVIDING OF MEDICAL OR HOSPITAL CARE OR MEDICAL EDUCATION OR MEDICAL RESEARCH, IF THE ORGANIZATION IS A HOSPITAL. SECTION 170(B)(1)(A)(V) DESCRIBES A GOVERNMENTAL UNIT REFERRED TO IN SUBSECTION (C)(1) WHICH INCLUDES A STATE, A POSSESSION OF THE UNITED STATES, OR ANY POLITICAL SUBDIVISION OF ANY OF THE FOREGOING. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X false false false true false true false false false JAMES BLACKSTONE MD PHYSICIAN 539845 2500 0 0 0 0 51750 440 11932 8 603527 2948 0 0 BLYTHE MONHEIT MD PHYSICIAN 465428 3583 0 0 0 0 51750 289 6352 5743 523530 9615 0 0 BRIAN SAMUELS PRESIDENT 423116 398516 0 0 0 777 51683 86244 22400 1307 497199 486844 0 0 CHRISTOPHER GIRKIN MD FORMER PRESIDENT 94345 263644 0 0 0 2051 14681 29501 16005 864 125031 296060 0 0 DARRELL JOINER MD PHYSICIAN 696933 7500 0 0 0 20 51750 1338 27217 25 775900 8883 0 0 DAWN BULGARELLA DIRECTOR 0 1410712 0 716999 0 527542 0 91281 0 18205 0 2764739 0 0 GARRETT GROVER CEO 0 346145 0 0 0 22936 0 23000 0 6410 0 398491 0 0 JASON SWANNER MD DIRECTOR OF CLINICAL OPERATION 568670 5846 0 0 0 7 51750 630 15655 19 636075 6502 0 0 MICHAEL CALLAHAN MD PHYSICIAN 594353 10000 0 0 0 0 51750 0 25530 33 671633 10033 0 0 ROBERT KNOX PHYSICIAN 726646 2923 0 0 0 0 51750 289 14953 10 793349 3222 0 0 SHELBY SMITH SECRETARY/TREASURER 0 200734 0 0 0 0 0 12044 0 9726 0 222504 0 0 SCHEDULE J, PART I, LINES 5A & 6A: THE OSF PHYSICIAN COMPENSATION PLAN PROVIDES FOR QUARTERLY SALARY ADJUSTMENTS BASED ON AN INDIVIDUAL PHYSICIAN'S POSITIVE OR NEGATIVE CLINICAL NET REVENUE. AN ANNUAL PERFORMANCE-BASED BONUS IS DETERMINED BY EACH INDIVIDUAL PHYSICIAN'S PERSONAL CONTRIBUTION TO THE DEPARTMENT CLINICAL NET REVENUE. FORM 990, PART VI, LINE 7B: CAPITAL EXPENDITURES EXCEEDING $50,000 AND ANY INCURRENCE OF DEBT INCLUDING CAPITAL LEASES MUST BE APPROVED BY THE UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION BOARD. FORM 990, PART VI, LINE 11B: THE FINANCIAL OFFICER PREPARES THE FORM 990 AND SUPPORTING SCHEDULES AND SUBMITS THEM TO THE SECRETARY/TREASURER FOR DETAILED REVIEW. THE RETURN IS PREPARED BY PWC, AND THE FINAL VERSION IS REVIEWED BY THE PRESIDENT AND CHAIRMAN OF THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, LINE 12C: OSF REQUIRES ALL OFFICERS TO COMPLETE DISCLOSURE FORMS ON AN ANNUAL BASIS. NOTED CONFLICTS OF INTEREST ARE DISCUSSED AT SUBSEQUENT BOARD MEETINGS TO ENSURE COMPLIANCE WITH POLICY. FORM 990, PART VI, LINES 15A & 15B: ANNUAL COMPENSATION FOR THE PRESIDENT, BOARD MEMBERS, AND KEY EMPLOYEES PAID BY OSF IS DETERMINED AND APPROVED BY A COMPENSATION COMMITTEE IN ACCORDANCE WITH THE GUIDELINES SET FORTH IN THE UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION COMPENSATION PLAN. THE COMMITTEE CONSISTS OF FOUR MEMBERS. AS OF 9/30/2024, THESE MEMBERS WERE JOAN RAGSDALE, STEPHEN YODER, BRIAN SAMUELS, AND GARRETT GROVER. THE PLAN SPECIFIES LIMITS ON FACULTY COMPENSATION BASED ON THE PHYSICIAN COMPENSATION AND PRODUCTION SURVEY PUBLISHED BY THE MEDICAL GROUP MANAGEMENT ASSOCIATION. ANY AWARD OF COMPENSATION IN EXCESS OF THESE LIMITS MUST BE JUSTIFIED AND DOCUMENTED BY THE COMPENSATION COMMITTEE. COMPENSATION FOR THE SECRETARY/TREASURER IS DETERMINED BY THE PRESIDENT. FORM 990, PART VI, LINE 19: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. SEE PART VII NA SEE PART VII NA false false false false false false false false false false true false false false true true true false false FORM 990, SCHEDULE R, PART II: THE 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 ENGINEERING FOUNDATION, INC. (EXEMPT) ALABAMA PHYSICIAN NETWORK, LLC (LLC) AMERICAN SPORTS MEDICINE INSTITUTE, INC. (EXEMPT) ASCENSION VENTURES CORPORATION (C CORP) BAYLEY 56, LLC (LLC) BAYLEY CONDOMINIUM ASSOCIATION (EXEMPT) CAMPUS HOSPITALITY SERVICES, LLC (LLC) CAPSTONE EDUCATIONAL AND RESEARCH FOUNDATION (EXEMPT) CAPSTONE HEALTH SERVICES FOUNDATION, P.C. (EXEMPT) CENTRAL ALABAMA ORTHOPEDIC AMBULATORY SURGERY CENTER, LLC (LLC) CHOCTAW INVESTMENT COMPANY, LLC (LLC) COMMERCIAL REAL ESTATE, LLC (LLC) CONTINUUMRX OF CENTRAL ALABAMA, LLC (LLC) COOPER GREEN MERCY HEALTH SERVICES AUTHORITY, AN AFFILIATE OF UAB MEDICINE ENTERPRISE (C CORP) COOPER GREEN REHABILITATION SERVICES (EXEMPT) COTTON EXCHANGE OF CULLMAN, LLC (LLC) CRIMSON TIDE FOUNDATION (EXEMPT) EASTSIDE P.E.T. CENTER, LLC (LLC) EASTSIDE VENTURES, INC. (C CORP) GORGAS MEMORIAL INSTITUTE OF TROPICAL AND PREVENTATIVE MEDICINE, INC. (C CORP) HEALTHNET OF ALABAMA, INC. (EXEMPT) MCS, LLC (LLC) MEDICAL TOWERS, INC. (C CORP) MEDICAL WEST HOSPITAL AUTHORITY, AN AFFILIATE OF UAB MEDICINE ENTERPRISE (EXEMPT) OCCUPATIONAL HEALTH CLINIC, LLC (LLC) ONE NINETEEN GI ASC, LLC (LLC) OUTPATIENT SERVICES EAST, LTD. (LP) RIDGECREST STUDENT HOUSING, LLC (LLC) SETON PROPERTY CORPORATION OF NORTH ALABAMA (EXEMPT) SOUTHERN RESEARCH INSTITUTE (EXEMPT) ST. VINCENT'S AMBULATORY HEALTHCARE NETWORK LLC (LLC) ST. VINCENT'S BIRMINGHAM (EXEMPT) ST. VINCENT'S BLOUNT (EXEMPT) ST. VINCENT'S CHILTON, LLC (LLC) ST. VINCENT'S EAST (EXEMPT) ST. VINCENT'S HEALTH SYSTEM (EXEMPT) ST. VINCENT'S HOME MEDICAL SERVICES, LLC (LLC) ST. VINCENT'S HOSPITAL PROFESSIONAL OFFICE BUILDING II CONDOMINIUM ASSOCIATION (EXEMPT) ST. VINCENT'S HOSPITAL PROFESSIONAL OFFICE BUILDING III CONDOMINIUM ASSOCIATION (EXEMPT) ST. VINCENT'S NORTH TOWER CONDOMINIUM OWNER'S ASSOCIATION, INC. (EXEMPT) ST. VINCENT'S OUTPATIENT SURGERY SERVICES, LLC (LLC) ST. VINCENT'S P.E.T. CENTER, LLC (LLC) ST. VINCENT'S PHYSICIAN ALLIANCE, LLC (LLC) ST. VINCENT'S SLEEP DISORDER CENTER, LLC (LLC) ST. VINCENT'S ST. CLAIR, LLC (LLC) ST. VINCENT'S URGENT CARE, LLC (LLC) ST. VINCENT'S VOLUNTEER COUNCIL, LLC (LLC) STV CARDIOLOGY CLINIC, LLC (LLC) STV CARDIOTHORACIC SURGEONS, LLC (LLC) STV NEURO I, LLC (LLC) STV ORTHOPEDIC SURGEONS, LLC (LLC) STV ORTHOPEDICS CO MANAGEMENT, LLC (LLC) STV PRIMARY CARE EAST, LLC (LLC) STV PRIMARY CARE SPRINGVILLE, LLC (LLC) STV PULMONARY GROUP, LLC (LLC) STV SPORTS MEDICINE & ORTHOPEDICS, LLC (LLC) STVHS CARDIOLOGY CO MANAGEMENT, LLC (LLC) STVHS OB-GYN CO-MANAGEMENT, LLC (LLC) 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 HEALTH SERVICES FOUNDATION, P.C. (EXEMPT) THE UNIVERSITY OF ALABAMA IN HUNTSVILLE PUBLIC EDUCATION BUILDING AUTHORITY (EXEMPT) THE UNIVERSITY OF ALABAMA IN HUNTSVILLE RESEARCH FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA LAW SCHOOL FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA RESEARCH 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 SOUTHVIEW, LLC (LLC) UAB ST. VINCENT'S EMPLOYMENT AUTHORITY (C CORP) UAB ST. VINCENT'S FOUNDATION, INC. (EXEMPT) UAB ST. VINCENT'S HEALTH SYSTEM AUTHORITY (C CORP) UAB STV ORTHOPEDICS, LLC (LLC) UAB-SVHS, INC. (EXEMPT) UNIVERSAL HEALTH SERVICES (EXEMPT) UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION (EXEMPT) VENN LABS, INC. (EXEMPT) VINCENTIAN PHYSICIAN SERVICES, LLC (LLC) VINCENTIAN VENTURES OF NORTH ALABAMA, INC. (C CORP) VIVA HEALTH ADMINISTRATION, LLC (LLC) VIVA HEALTH INSURANCE COMPANY (C CORP) VIVA HEALTH, INC. (EXEMPT)