UNIVERSITY HOSPITAL AUXILIARY (EIN 636049767) - 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

1949

Legal Domicile

Principal Officer

BRIAN FASON

Phone

2059344270

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY HOSPITAL AUXILIARY, founded in 1949, is a small nonprofit that reported $437K in total revenue in fiscal year 2018. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $527K exceeded revenue, resulting in a 20% operating deficit.

Mission

THE UNIVERSITY HOSPITAL AUXILIARY PROVIDES SERVICES THROUGH ITS GIFT SHOP TO PROMOTE THE WELFARE OF PATIENTS AT UAB HOSPITAL.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $24,364

Other Revenue $619,266

TOTAL REVENUE $643,630

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $83,701

Fundraising Expenses $0

Program Expenses $296,497

Other Expenses $260,218

TOTAL EXPENSES $443,919

Year-over-Year Comparison

	2024	2023	Change
Revenue	$643,630	$427,047	+0.5%
Expenses	$443,919	$466,143	0.0%
Net Income	$199,711	$-39,096	-6.1%

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

Volunteers

410

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEE NEUMANN	DIRECTOR	1.00	Director	$0	$0	$0
STAN SMITH	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN FRANZ	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER JOYCE	DIRECTOR	1.00	Director	$0	$0	$0
KAY KINNEAR	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BROWN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HILMER	DIRECTOR	1.00	Director	$0	$0	$0
SUSANNE MATTHEWS	PRESIDENT	1.00	Officer	$0	$0	$0
JEAN BROWN	2ND VICE PRESIDENT	1.00	Officer	$0	$0	$0
ROWAN SMITH	TREASURER	1.00	Officer	$0	$0	$0
CAROLYN KEENEY	SECRETARY	1.00	Officer	$0	$0	$0
SHEILA SMITH	PARLIAMENTARIAN	1.00	Officer	$0	$0	$0
BRIAN FASON	IMMEDIATE PAST PRESIDENT	1.00	Officer	$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
2025	$643,630	$443,919	$836,143	$199,711
2024	$427,047	$466,143	$636,432	$-39,096
2023	$453,214	$460,923	$675,528	$-7,709
2022	$420,950	$460,112	$683,237	$-39,162
2021	$413,833	$410,821	$722,399	$3,012
2020	$448,072	$547,603	$719,387	$-99,531
2019	$437,471	$526,988	$818,918	$-89,517

UNIVERSITY HOSPITAL AUXILIARY