BAPTIST HEALTH FOUNDATION INC

EIN: 636062097 501(c)(3) Health Care

BIRMINGHAM, AL

Total Revenue
$3,184,930
Total Expenses
$1,912,851
Total Assets
$45,988,147
Net Assets
$45,080,525
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Financial Trends

Organization Details

Formation Year
1967
Legal Domicile
AL
Principal Officer
ALISON SCOTT
Phone
2057154631
Tax Period
2025-01-01 to 2025-09-30

BAPTIST HEALTH FOUNDATION INC, founded in 1967, is a community nonprofit in the Health Care sector that reported $3.2M in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.3M, a strong 40% operating margin.

Mission

TO PROVIDE CHARITABLE RESOURCES TO SUPPORT THE CONTINUED IMPROVEMENT OF HEALTH, PROVIDE SOCIAL ASSISTANCE AND PROMOTE EDUCATION FOR COMMUNITIES SERVED BY THE BAPTIST HEALTH SYSTEM'S JOINT VENTURED HOSPITALS IN A WAY THAT FURTHERS THE HEALING MINISTRY OF JESUS CHRIST.

Program Service Accomplishments

Program 1
Expenses: $617,404

PROVIDE FOR CHARITY CARE AND BENEVOLENCE TO THE PATIENTS AND EMPLOYEES OF BAPTIST HEALTH WHO HAVE DEMONSTRATED NEED FOR FINANCIAL ASSISTANCE. THE BAPTIST HEALTH FOUNDATION WAS ABLE TO PROVIDE...

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PROVIDE FOR CHARITY CARE AND BENEVOLENCE TO THE PATIENTS AND EMPLOYEES OF BAPTIST HEALTH WHO HAVE DEMONSTRATED NEED FOR FINANCIAL ASSISTANCE. THE BAPTIST HEALTH FOUNDATION WAS ABLE TO PROVIDE ASSISTANCE TO OVER 500 PATIENTS AND 21 EMPLOYEES DURING THE YEAR.$ 497,257 INDIGENT PATIENT CARE $ 74,912 PATIENT ASSISTANCE$ 45,235 EMPLOYEE ASSISTANCE$ 617,404 TOTAL

Program 2
Expenses: $594,937

PROVIDE ASSISTANCE FOR CHARITABLE PROGRAMS OF BAPTIST HEALTH TO IMPROVE PATIENT CARE AND EDUCATION OF RESIDENTS IN CENTRAL ALABAMA. DURING THE YEAR THE FOLLOWING FUNDS WERE USED TO SUPPORT PROGRAMS...

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PROVIDE ASSISTANCE FOR CHARITABLE PROGRAMS OF BAPTIST HEALTH TO IMPROVE PATIENT CARE AND EDUCATION OF RESIDENTS IN CENTRAL ALABAMA. DURING THE YEAR THE FOLLOWING FUNDS WERE USED TO SUPPORT PROGRAMS AT BAPTIST HEALTH.$447,371 SPIRITUAL CARE - CHAPLAIN SUPPORT, EDUCATION AND OTHER DEPARTMENT NEEDS $126,232 HOSPITAL SUPPORT- HEALING GARDENS AND AUDITORIUM RENOVATIONS$ 15,166 SUPPORT OF MEDICAL EDUCATION - 2 LAPAROSCOPIC TRAINERS$ 6,168 PATIENT AND EMPLOYEE SUPPORT PROGRAMS - HEALTH FAIRS, ETC.$594,937 TOTAL

Program 3
Expenses: $3,798

THE BAPTIST HEALTH FOUNDATION PROVIDES GRANTS TO NONPROFIT ENTITIES WITH SIMILAR MISSIONS AND VALUES FOR VARIOUS HEALTHCARE NEEDS THROUGH ITS COMMUNITY GRANT PROGRAM. GRANTS ARE AWARDED EVERY FALL...

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THE BAPTIST HEALTH FOUNDATION PROVIDES GRANTS TO NONPROFIT ENTITIES WITH SIMILAR MISSIONS AND VALUES FOR VARIOUS HEALTHCARE NEEDS THROUGH ITS COMMUNITY GRANT PROGRAM. GRANTS ARE AWARDED EVERY FALL. DUE TO THE SHORT NINE-MONTH TAX YEAR ENDING IN SEPTEMBER, ONLY THREE GRANTS TOTALING $3,798 WERE AWARDED DRUING THIS FISCAL YEAR. THE PROGRAM NORMALLY GIVES AWAY AROUND $500,000 ANNUALLY AND WILL BE REFLECTED ON NEXT YEAR'S FORM 990.

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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 $2,742,876
Program Service Revenue $0
Investment Income $589,808
Other Revenue $-147,754
TOTAL REVENUE $3,184,930

Expense Breakdown

Grants Paid $1,376,639
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,376,639
Other Expenses $536,212
TOTAL EXPENSES $1,912,851

Year-over-Year Comparison

2024 2023 Change
Revenue $3,184,930 $5,278,806 -0.4%
Expenses $1,912,851 $3,206,382 -0.4%
Net Income $1,272,079 $2,072,424 -0.4%
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
15
Independent Members
15
Employees
N/A
Volunteers
125

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
6
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RAGAN CAIN DIRECTOR 1.00
Director
$0 $0 $0
BOB GREENE CHAIR, FINANCE COMMITTEE 1.00
Officer Director
$0 $0 $0
BRENDA HACKNEY DIRECTOR 1.00
Director
$0 $0 $0
JOHN SCOTT JR CHAIRMAN 1.00
Officer Director
$0 $0 $0
BAKER CROW DIRECTOR 1.00
Director
$0 $0 $0
CHRIS MITCHELL SECRETARY 1.00
Officer Director
$0 $0 $0
MALCOLM MORROW DIRECTOR 1.00
Director
$0 $0 $0
JENNY SNEED VICE CHAIRMAN 1.00
Officer Director
$0 $0 $0
AMY ALLEN EX-OFFICIO MEMBER 1.00
Director
$0 $0 $0
LINDSEY PUCKETT DIRECTOR 1.00
Director
$0 $0 $0
JENNIFER SANDERS DIRECTOR 1.00
Director
$0 $0 $0
MELONDIE CARTER DIRECTOR 1.00
Director
$0 $0 $0
CLEO KATHRYN GORMAN DIRECTOR 1.00
Director
$0 $0 $0
RICKY THOMAS DIRECTOR 1.00
Director
$0 $0 $0
BRIAN HAMILTON DIRECTOR 1.00
Director
$0 $0 $0
ALISON SCOTT EXECUTIVE DIRECTOR 40.00
Officer
$0 $0 $0
ERIC JEFFRIES CHIEF FINANCIAL OFFICER 40.00
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 $3,184,930 $1,912,851 $45,988,147 $1,272,079
2024 $5,278,806 $3,206,382 $41,743,943 $2,072,424
2023 $3,385,911 $3,097,085 $38,436,203 $288,826
2022 $3,017,108 $2,802,297 $35,616,372 $214,811
2021 $3,006,115 $2,526,586 $42,556,459 $479,529
2020 $3,232,626 $2,304,615 $40,327,454 $928,011
2019 $2,572,625 $2,156,113 $36,476,135 $416,512
2018 $2,481,260 $2,073,416 $31,768,090 $407,844
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