UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC (EIN 630649108) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

CHERI CANON MD

Phone

2057319600

Tax Period

2023-10-01 to 2024-09-30

UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC, founded in 1973, is a major nonprofit in the Health Care sector that reported $679.1M in total revenue in fiscal year 2017.

Mission

COORDINATE AND DELIVER PATIENT CARE IN A GROUP PRACTICE SETTING.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,052,033,384

Investment Income $22,242,187

Other Revenue $83,531,783

TOTAL REVENUE $1,157,807,354

Expense Breakdown

Grants Paid $35,574,593

Salaries & Benefits $868,654,096

Fundraising Expenses $0

Program Expenses $941,919,280

Other Expenses $206,976,544

TOTAL EXPENSES $1,111,205,233

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,157,807,354	$1,041,041,429	+0.1%
Expenses	$1,111,205,233	$1,014,005,624	+0.1%
Net Income	$46,602,121	$27,035,805	+0.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

5048

Volunteers

433

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

$4,633,336

Total Directors

$12,919,275

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES E DAVIES	PHYSICIAN	40.0	Highest	$3,414,241	$90,465	$3,633,563
MUSTAFA I AHMED	PHYSICIAN	40.0	Highest	$2,780,553	$75,212	$2,905,765
DAWN BULGARELLA	CEO, UAB Health System	1.0	Director	$0	$106,175	$2,633,227
REID JONES	FORMER CHIEF EXECUTIVE OFFICER	0.0		$35,170	$95,821	$2,531,810
CLIFTON LEWIS	PHYSICIAN	40.0	Highest	$1,645,345	$136,237	$1,982,825
HERRICK J SIEGEL	PHYSICIAN	40.0	Highest	$1,351,990	$90,581	$1,484,060
CLAY SPITLER MD	PHYSICIAN	40.0	Highest	$1,382,558	$75,308	$1,482,166
JAMES MARKERT	DIRECTOR/PHYSICIAN	40.0	Director	$911,384	$154,340	$1,447,351
HERBERT CHEN	DIRECTOR/PHYSICIAN	40.0	Director	$1,064,685	$142,857	$1,437,690
ANUPAM AGARWAL	DIRECTOR/PHYSICIAN	20.0	Director	$407,265	$187,782	$1,323,878
RAY WATTS	FORMER PRESIDENT	1.0		$11,058	$212,341	$1,322,310
KEITH JONES	PRESIDENT (UNTIL MAY 2024)	40.0	Officer Director	$481,073	$198,487	$1,224,045
CHERI CANON MD	PRESIDENT (START MAY 2024)	40.0	Officer Director	$714,180	$122,912	$1,130,270
HUH WARNER MD	DIRECTOR/PHYSICIAN	40.0	Director	$475,140	$91,781	$947,313
SETH LANDEFELD	DIRECTOR/PHYSICIAN	40.0	Director	$493,062	$136,066	$945,010
IRFAN ASIF MD	DIRECTOR/PHYSICIAN	40.0	Director	$364,966	$127,365	$727,404
JASON DANIEL	VICE PRESIDENT	40.0	Officer	$20,671	$122,114	$663,235
ADRIENNE LAHTI	DIRECTOR/PHYSICIAN	40.0	Director	$182,944	$69,441	$623,448
TERRY C FRY	SECRETARY	10.0	Officer	$70,994	$100,157	$542,117
NANCY TOFIL	DIRECTOR/PHYSICIAN	40.0	Director	$330,824	$78,902	$471,239
JASON SADLER	CFO (START JULY 2024)	40.0	Officer	$0	$89,702	$404,008
MICHAEL F HECKMAN	FORMER CFO	0.0		$348,901	$49,303	$398,204
STEVEN PAYNE	INTERIM CFO (UNTIL JULY 2024)	40.0	Officer	$302,548	$45,888	$348,436
LOU BAVERSO	COO, UAB HEALTH SYSTEM	40.0	Officer	$0	$12,202	$321,225
TIM LEWIS	DIRECTOR	1.0	Director	$1,200	$0	$1,200
MIMI HEAD	DIRECTOR	1.0	Director	$1,200	$0	$1,200
WILLIAM E HORTON	DIRECTOR	1.0	Director	$1,200	$0	$1,200
BARBARA J KNIGHT	DIRECTOR	1.0	Director	$1,200	$0	$1,200
JEFFREY A BAYER	DIRECTOR	1.0	Director	$900	$0	$900
JAMES OUTLAND	DIRECTOR	1.0	Director	$900	$0	$900
MYLA CALHOUN	DIRECTOR	1.0	Director	$900	$0	$900
CHARLES D PERRY JR	DIRECTOR	1.0	Director	$900	$0	$900
JOHN R THOMAS	DIRECTOR	1.0	Director	$0	$0	$0
CARL S THIGPEN	DIRECTOR	1.0	Director	$0	$0	$0
CT FITZPATRICK	DIRECTOR	1.0	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	$1,157,807,354	$1,111,205,233	$1,109,484,457	$46,602,121
2023	$1,041,041,429	$1,014,005,624	$958,953,030	$27,035,805
2022	$918,990,826	$943,244,695	$936,629,830	$-24,253,869
2021	$875,070,429	$867,252,849	$1,069,097,914	$7,817,580
2020	$804,371,344	$791,033,300	$949,146,576	$13,338,044
2019	$732,406,771	$731,100,260	$887,835,290	$1,306,511
2018	$679,076,741	$682,362,795	$901,660,322	$-3,286,054

UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC