UAB MEDICAL WEST CONTINGENT LIABILITY MANAGEMENT TRUST (EIN 630754793) - 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

1976

Legal Domicile

Principal Officer

BRANDON H SLOCUM

Phone

2054817134

Tax Period

2023-07-01 to 2024-06-30

UAB MEDICAL WEST CONTINGENT LIABILITY MANAGEMENT TRUST, founded in 1976, is a micro nonprofit in the Health Care sector that reported $4K in total revenue in fiscal year 2018. Revenue surged 205% from the prior year, signaling strong growth momentum.

Mission

PAYMENT OF MALPRACTICE CLAIMS

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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 $0

Investment Income $31,993

Other Revenue $0

TOTAL REVENUE $31,993

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,993	$19,500	+0.6%
Expenses	N/A	N/A	N/A
Net Income	N/A	$19,500	N/A

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

N/A

Volunteers

N/A

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

$2,495,569

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN BULGARELLA	CHAIRMAN	2.00	Director	$0	$0	$0
RICHARD BROOKS	DIRECTOR	2.00	Director	$0	$0	$0
LOU BAVERSO	DIRECTOR	2.00	Director	$0	$0	$0
CHERI CANON MD	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA HUMPHREY	DIRECTOR	2.00	Director	$0	$0	$0
SALLY EBAUGH MD	DIRECTOR	2.00	Director	$0	$0	$0
MARTY HESLIN MD	DIRECTOR	2.00	Director	$0	$0	$0
ALLEN PATE	DIRECTOR	2.00	Director	$0	$0	$0
DON W HOLMES	DIRECTOR	2.00	Director	$0	$0	$0
JOHN O ISSIS MD	DIRECTOR	2.00	Director	$0	$0	$0
DANA KEITH	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN KEITH PENNINGTON	CEO	0.00	Officer	$0	$95,840	$895,159
BRANDON SLOCUM	CFO	0.00	Officer	$0	$100,896	$506,952
SEAN TINNEY	COO	0.00	Officer	$0	$86,379	$499,712
JAMES HARBIN	CNO	0.00	Officer	$0	$65,692	$331,381
DOUGLAS SCOTT	VP HUMAN RESOURCES (BEG 03/01/23)	0.00	Officer	$0	$57,891	$262,365
JOE JACOBS	VP HUMAN RESOURCES (END 03/01/23)	0.00		$0	$69,159	$385,896

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
2025	No data	No data	No data	No data
2024	$31,993	No data	$628,664	No data
2023	$19,500	No data	$596,671	No data
2022	$446	No data	$577,171	No data
2021	$198	No data	$576,725	No data
2020	$2,585	No data	$576,527	No data
2019	$4,368	No data	$573,942	No data

UAB MEDICAL WEST CONTINGENT LIABILITY MANAGEMENT TRUST