ALABAMA HEALTH RESEARCH & EDUCATION FOUNDATION

EIN: 636049673 501(c)(3)

MONTGOMERY, AL

Total Revenue
$126,269
Total Expenses
$133,062
Total Assets
$18,750,281
Net Assets
$-18,189
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1960
Legal Domicile
AL
Principal Officer
DANNE HOWARD
Phone
3342728781
Tax Period
2024-07-01 to 2025-06-30

ALABAMA HEALTH RESEARCH & EDUCATION FOUNDATION, founded in 1960, is a small nonprofit that reported $126K in total revenue in fiscal year 2024.

Mission

THE IMPROVEMENT OF THE HEALTH OF THE PEOPLE OF ALABAMA THROUGH THE PROVISION OF BETTER HOSPITAL CARE, THE FOSTERING AND SPONSORSHIP OF EDUCATIONAL PROGRAMS FOR TRAINING OF HEALTH CAREER PERSONNEL, FINANCIAL AID FOR INDIVIDUALS OF ALABAMA NEEDING ASSISTANCE WHO ARE PURSUING AN EDUCATION IN HEALTH CAREERS, THE PROMOTION OF SCIENTIFIC KNOWLEDGE IN HOSPITAL ADMINISTRATION AS WELL AS THE PROMOTION AND SPONSORSHIP OF RESEARCH IN HOSPITAL ADMINISTRATION.

Program Service Accomplishments

Program 1
Expenses: $118,678 Revenue: $126,269

THE ORGANIZATION PROMOTES HEALTH, RESEARCH AND EDUCATION PRIMARILY THROUGH THE PRESENTATION OF SEMINARS AND MEETINGS. DURING THE YEAR, R & E'S WORKED WITH VARIOUS AFFILIATED HEALTH CARE GROUPS...

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THE ORGANIZATION PROMOTES HEALTH, RESEARCH AND EDUCATION PRIMARILY THROUGH THE PRESENTATION OF SEMINARS AND MEETINGS. DURING THE YEAR, R & E'S WORKED WITH VARIOUS AFFILIATED HEALTH CARE GROUPS (ENGINEERS, MATERIAL MANAGERS AND VOLUNTEERS). 231 HOSPITAL EMPLOYEES FROM THE AFFILIATED SOCIETIES PARTICIPATED IN MEETINGS. WORK ALSO CONTINUED WITH THE AMERICAN HEART ASSOCIATION AS A TRAINING CENTER (TC) RESPONSIBLE FOR CONDUCTING EDUCATIONAL COURSES AND TRAINING IN CPR AND EMERGENCY CARDIAC CARE THROUGH CONTRACTS WITH TRAINING SITES LOCATED THROUGHOUT THE STATE OF ALABAMA. FOR THE YEAR, 30 ENTITIES WERE MEMBERS OF THIS TC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $126,264
Investment Income $0
Other Revenue $5
TOTAL REVENUE $126,269

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $118,678
Other Expenses $133,062
TOTAL EXPENSES $133,062

Year-over-Year Comparison

2024 2023 Change
Revenue $126,269 $121,966 +0.0%
Expenses $133,062 $141,394 -0.1%
Net Income $-6,793 $-19,428 -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

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
20

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
1
$849,002
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFF SAMZ SECRETARY-TREASURER 1.00
Director
$0 $0 $0
JOE STOUGH IMMEDIATE PAST CHAIRMAN 1.00
Director
$0 $0 $0
JIM PEACE MEMBER AT LARGE 1.00
Director
$0 $0 $0
TERESA GRIMES MEMBER AT LARGE 1.00
Director
$0 $0 $0
LAURA GRILL CHAIRMAN 1.00
Director
$0 $0 $0
VERNON JOHNSON INCOMING CHAIRMAN 1.00
Director
$0 $0 $0
DONALD E WILLIAMSON PRESIDENT/CEO 1.00
Officer
$0 $86,070 $849,002
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 $126,269 $133,062 $18,750,281 $-6,793
2024 $121,966 $141,394 $25,325,021 $-19,428
2023 $100,452 $118,936 $8,293,893 $-18,484
2022 $110,514 $116,055 $9,328,599 $-5,541
2021 $187,627 $192,027 $5,636,888 $-4,400
2020 $115,020 $129,433 $1,217,123 $-14,413
2019 $129,467 $137,885 $969,898 $-8,418
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