CAPSTONE HEALTH SERVICES FOUNDATION PC

EIN: 630810661 501(c)(3)

TUSCALOOSA, AL

Total Revenue
$39,404,269
Total Expenses
$43,591,237
Total Assets
$40,416,369
Net Assets
$27,263,308
🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1981
Legal Domicile
AL
Principal Officer
KAREN BURGESS
Phone
2053485203
Tax Period
2023-10-01 to 2024-09-30

CAPSTONE HEALTH SERVICES FOUNDATION PC, founded in 1981, is a mid-sized nonprofit that reported $19.8M in total revenue in fiscal year 2017. Expenses of $18.9M left a modest 5% surplus.

Mission

THE FOUNDATION WAS ORGANIZED AS A NON-PROFIT CORPORATION DEDICATED TO PROVIDING AN ORGANIZATION AND FRAMEWORK TO DEVELOP AND FURNISH PATIENT CARE.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $38,805,085
Investment Income $599,184
Other Revenue $0
TOTAL REVENUE $39,404,269

Expense Breakdown

Grants Paid $0
Salaries & Benefits $24,554,590
Fundraising Expenses $0
Program Expenses $33,433,619
Other Expenses $19,036,647
TOTAL EXPENSES $43,591,237

Year-over-Year Comparison

2023 2022 Change
Revenue $39,404,269 $40,105,997 0.0%
Expenses $43,591,237 $38,118,066 +0.1%
Net Income $-4,186,968 $1,987,931 -3.1%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
12
Independent Members
6
Employees
113
Volunteers
6

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
3
$960,367
Total Directors
12
$4,289,353
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANUPAM AGARWAL BOARD MEMBER/DEAN MED SCHOOL 1.0
Director
$0 $187,782 $1,323,878
STUART BELL BOARD MEMBER/PRESIDENT UA 1.0
Director
$0 $240,719 $1,127,782
LISA GILLESPIE HOSPITALIST 40.0
Highest
$587,668 $52,890 $640,558
RICHARD FRIEND BOARD MEMBER/DEAN-CCHS 10.0
Director
$179,999 $86,886 $598,656
SHUAIB MOHAMED HOSPITALIST 40.0
Highest
$536,749 $48,307 $585,056
JAMIE LOWTHER HOSPITALIST 40.0
Highest
$509,146 $45,823 $554,969
MATTHEW FAJACK BOARD MEMBER/VP FINANCE UA 1.0
Director
$0 $69,708 $536,592
MONICA BUI HOSPITALIST 40.0
Highest
$474,049 $42,664 $516,713
JONATHAN SHERRILL HOSPITALIST 40.0
Highest
$464,079 $41,767 $505,846
HARITHA GUTTIKONDA FORMER HOSPITALIST 1.0
$415,362 $37,382 $452,744
KAREN BURGESS PRESIDENT 10.0
Officer
$114,663 $74,572 $425,459
THOMAS WEIDA BOARD MEMBER/ASSOCIATE DEAN 10.0
Director
$75,495 $53,701 $346,907
GRIER STEWART FORMER FACULTY REPRESENTATIVE 0.0
$94,015 $56,403 $310,038
RAY STEWART VICE PRESIDENT 10.0
Officer
$91,910 $51,691 $297,046
DRAKE LAVENDER FORMER FACULTY REPRESENTATIVE 0.0
$87,167 $53,309 $281,320
ANNE HALLI-TIERNEY FACULTY REPRESENTATIVE 10.0
Director
$65,567 $48,373 $246,398
ALLISON ARENDALE SECRETARY/TREASURER 10.0
Officer
$0 $54,693 $237,862
JOSEPH BROWN BOARD MEMBER 1.0
Director
$0 $16,630 $109,140
ANGELA HAMITER BOARD MEMBER 1.0
Director
$0 $0 $0
CHARLES JONES BOARD MEMBER 1.0
Director
$0 $0 $0
CHRIS MCGEE BOARD MEMBER 1.0
Director
$0 $0 $0
CYNTHIA ALMOND BOARD MEMBER 1.0
Director
$0 $0 $0
MARK WILLIAMS BOARD MEMBER 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 $39,404,269 $43,591,237 $40,416,369 $-4,186,968
2023 $40,105,997 $38,118,066 $40,047,489 $1,987,931
2022 $36,524,337 $35,413,716 $31,622,404 $1,110,621
2021 $27,823,379 $26,529,313 $29,375,344 $1,294,066
2020 $25,293,176 $22,692,742 $27,165,739 $2,600,434
2019 $23,764,035 $22,587,372 $24,171,653 $1,176,663
2018 $19,788,598 $18,888,766 $23,103,772 $899,832
Explore More Nonprofits
→Top 100 Nonprofits in Alabama →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare CAPSTONE HEALTH SERVICES FOUNDATION PC with other nonprofits in Alabama and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.