THE VALLEY FOUNDATION

EIN: 237352886 501(c)(3) Education

HUNTSVILLE, AL

Total Revenue
$15,184,108
Total Expenses
$12,545,708
Total Assets
$23,817,639
Net Assets
$22,116,736
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1973
Legal Domicile
AL
Principal Officer
ROGER SMALLIGAN
Phone
2565397757
Tax Period
2023-10-01 to 2024-09-30

THE VALLEY FOUNDATION, founded in 1973, is a community nonprofit in the Education sector that reported $9.8M in total revenue in fiscal year 2017. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

THE FOUNDATION PROVIDES ASSISTANCE TO THE UNIVERSITY OF ALABAMA AT BIRMINGHAM FOR ITS MEDICAL EDUCATION, TRAINING, AND RESEARCH PROGRAMS.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $14,258,111
Investment Income $925,997
Other Revenue $0
TOTAL REVENUE $15,184,108

Expense Breakdown

Grants Paid $424,400
Salaries & Benefits $5,781,750
Fundraising Expenses $0
Program Expenses $12,335,389
Other Expenses $6,339,558
TOTAL EXPENSES $12,545,708

Year-over-Year Comparison

2023 2022 Change
Revenue $15,184,108 $14,782,794 +0.0%
Expenses $12,545,708 $12,567,084 0.0%
Net Income $2,638,400 $2,215,710 +0.2%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Governance

Voting Members
17
Independent Members
12
Employees
36
Volunteers
12

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$1,161,898
Total Directors
17
$5,282,338
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAWN BULGARELLA BOARD MEMBER 1.0
Director
$0 $106,175 $2,633,227
ANUPAM AGARWAL CHAIRMAN OF BOARD 1.0
Director
$0 $187,782 $1,323,878
MR ROGER SMALLIGAN PRESIDENT / CEO 40.0
Officer Director
$361,638 $92,221 $737,316
MR JOHN FANNING PHYSICIAN 25.0
Highest
$196,710 $73,144 $445,087
MR W SCOTT BENCE TREASURER/BOARD SECRETARY 40.0
Officer
$391,581 $33,001 $424,582
DR ALAN BAGGETT PHYSICIAN 25.0
Highest
$275,301 $49,755 $414,140
DR NANCY BLEVINS BOARD MEMBER 25.0
Director
$190,925 $35,235 $347,895
DR SHIVANI MALHOTRA PHYSICIAN 40.0
Highest
$191,316 $33,855 $345,997
DR JESSE FAULK PHYSICIAN 40.0
Highest
$191,997 $50,637 $301,174
DR CHELSEA PALMER PHYSICIAN 40.0
Highest
$195,006 $53,692 $257,361
DR STEFFANE BATTLE BOARD MEMBER 25.0
Director
$198,011 $17,011 $240,022
MR CHARLES H JONES BOARD MEMBER 2.0
Director
$0 $0 $0
MR DANA TOWN BOARD MEMBER (UNTIL 09/24) 3.0
Director
$0 $0 $0
MR JEFF GRONBERG BOARD MEMBER 1.0
Director
$0 $0 $0
MR JOHN WYNN BOARD MEMBER 1.0
Director
$0 $0 $0
DR LAKSHMI NALLAMALA BOARD MEMBER 2.0
Director
$0 $0 $0
MR MICHAEL AHEARN BOARD MEMBER 1.0
Director
$0 $0 $0
MR PETER LOWE BOARD MEMBER 2.0
Director
$0 $0 $0
MR RONALD GRAY BOARD MEMBER 2.0
Director
$0 $0 $0
HON SCHUYLER RICHARDSON BOARD MEMBER 1.0
Director
$0 $0 $0
MS THERESA A TERRI COOMER BOARD MEMBER 1.0
Director
$0 $0 $0
MR THOMAS YOUNG BOARD MEMBER 1.0
Director
$0 $0 $0
MR TIM HOWARD BOARD MEMBER 2.0
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $15,184,108 $12,545,708 $23,817,639 $2,638,400
2023 $14,782,794 $12,567,084 $19,433,240 $2,215,710
2022 $13,863,490 $11,635,881 $16,428,294 $2,227,609
2021 $12,088,655 $10,111,355 $15,802,575 $1,977,300
2020 $10,177,445 $9,549,838 $14,705,356 $627,607
2019 $9,659,281 $9,135,028 $13,299,781 $524,253
2018 $9,790,140 $9,715,860 $12,387,223 $74,280
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