UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION

EIN: 631206956 501(c)(3) Human Services

BIRMINGHAM, AL

Total Revenue
$15,009,590
Total Expenses
$14,898,135
Total Assets
$1,661,929
Net Assets
$1,303,316
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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
AL
Principal Officer
STEPHEN YODER
Phone
2053258620
Tax Period
2023-10-01 to 2024-09-30

UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION, founded in 1998, is a mid-sized nonprofit in the Human Services sector that reported $10.5M in total revenue in fiscal year 2017. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

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.

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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 $1,000,000
Program Service Revenue $14,009,590
Investment Income $0
Other Revenue $0
TOTAL REVENUE $15,009,590

Expense Breakdown

Grants Paid $0
Salaries & Benefits $13,875,537
Fundraising Expenses $0
Program Expenses $14,898,135
Other Expenses $1,022,598
TOTAL EXPENSES $14,898,135

Year-over-Year Comparison

2023 2022 Change
Revenue $15,009,590 $17,342,172 -0.1%
Expenses $14,898,135 $18,007,088 -0.2%
Net Income $111,455 $-664,916 -1.2%
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
5
Independent Members
2
Employees
44
Volunteers
25

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
$1,676,100
Total Directors
5
$3,473,497
Key Employees
1
$647,390
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAWN BULGARELLA DIRECTOR 0.25
Director
$0 $106,175 $2,633,227
BRIAN SAMUELS PRESIDENT 40.0
Officer Director
$423,116 $141,969 $834,244
ROBERT KNOX PHYSICIAN 40.0
Highest
$726,646 $67,298 $798,944
DARRELL JOINER MD PHYSICIAN 40.0
Highest
$696,933 $80,318 $784,771
MICHAEL CALLAHAN MD PHYSICIAN 40.0
Highest
$594,353 $77,322 $681,675
JASON SWANNER MD DIRECTOR OF CLINICAL OPERATION 40.0
Key Emp
$568,670 $68,706 $647,390
GARRETT GROVER CEO 40.0
Officer
$0 $111,535 $619,352
JAMES W BLACKSTONE MD PHYSICIAN 40.0
Highest
$539,845 $64,582 $609,427
CHRISTOPHER GIRKIN MD FORMER PRESIDENT 1.0
$94,345 $68,894 $534,821
BLYTHE MONHEIT MD PHYSICIAN 40.0
Highest
$465,428 $58,698 $529,316
SHELBY SMITH SECRETARY/TREASURER 8.0
Officer
$0 $21,770 $222,504
STEPHEN YODER JD CHAIRMAN 1.0
Director
$0 $84 $6,026
DANNY MCKINNEY BOARD MEMBER 1.0
Director
$0 $0 $0
JOAN RAGSDALE 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 $15,009,590 $14,898,135 $1,661,929 $111,455
2023 $17,342,172 $18,007,088 $2,449,668 $-664,916
2022 $16,115,213 $16,382,215 $2,949,926 $-267,002
2021 $13,818,197 $13,837,371 $3,172,403 $-19,174
2020 $11,768,940 $11,438,698 $3,069,932 $330,242
2019 $11,963,857 $12,122,669 $2,398,659 $-158,812
2018 $10,541,993 $10,755,922 $2,581,242 $-213,929
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