UAB-SVHS INC (EIN 862364708) - 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

2020

Legal Domicile

Principal Officer

DAWN BULGARELLA

Phone

2059755413

Tax Period

2023-10-01 to 2024-09-30

UAB-SVHS INC, founded in 2020, is a small nonprofit in the Health Care sector that reported $500K in total revenue in fiscal year 2020. Expenses of $469K left a modest 6% surplus.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $216,971

Investment Income $0

Other Revenue $0

TOTAL REVENUE $216,971

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $12,013

TOTAL EXPENSES $12,013

Year-over-Year Comparison

	2023	2022	Change
Revenue	$216,971	N/A	N/A
Expenses	$12,013	$47,071	-0.7%
Net Income	$204,958	$-47,071	-5.4%

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

N/A

Volunteers

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

$2,633,227

Total Directors

$6,666,212

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN BULGARELLA	PRESIDENT/TREASURER	0.25	Officer	$0	$106,175	$2,633,227
ANUPAM AGARWAL	DIRECTOR	0.25	Director	$0	$187,782	$1,323,878
RAY L WATTS MD	DIRECTOR/CHAIR	0.25	Director	$0	$212,341	$1,322,310
FINIS ST JOHN IV	DIRECTOR (UNTIL 04/2024)	0.25	Director	$0	$129,057	$1,248,060
CHERI CANON	DIRECTOR	0.25	Director	$0	$122,912	$1,130,271
SETH LANDEFELD	DIRECTOR	0.25	Director	$0	$136,066	$945,009
SID TRANT	DIRECTOR (BEG 04/2024)	0.25	Director	$0	$77,735	$696,684
RICHARD I FOGEL MD	DIRECTOR	0.25	Director	$0	$0	$0
SCOTT CALDWELL	DIRECTOR	0.25	Director	$0	$0	$0
LISA DAVIS	DIRECTOR	0.25	Director	$0	$0	$0
TIM ADAMS	DIRECTOR	0.25	Director	$0	$0	$0
JASON ALEXANDER	EXECUTIVE VICE PRESIDENT	0.25	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
2024	$216,971	$12,013	$327,088	$204,958
2023	No data	$47,071	$122,130	No data
2022	$495,650	$357,219	$169,476	$138,431
2021	$500,000	$468,955	$31,045	$31,045

UAB-SVHS INC