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Nonprofiteer
← UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC

Form 990 for tax year 2022

Filed by UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC.

Totals

Total revenue
$1,041,041,429
Total expenses
$1,014,005,624
Contributions and grants received
$0
Grants paid
$29,429,507
Program services expenses (Part IX)
$857,533,892
Management and general expenses
$156,471,732
Fundraising expenses
$0
Program service expenses (Part III)
$857,533,892

Program services were 84.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MUSTAFA I AHMED MD

    Physician

    Total calculated
    $4,487,761
    From this org
    $4,350,855
    From related orgs
    $50,000
    Other
    $86,906
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $4,349,415 + $50,000 related
    Bonus
    $0
    Other
    $1,440
    Deferred
    $39,803 + $10,000 related
    Nontaxable benefits
    $36,882 + $221 related
    Filer's total
    $4,427,540 + $60,221 related

  • JAMES E DAVIES MD

    PROFESSOR/PHYSICIAN

    Total calculated
    $3,639,494
    From this org
    $3,436,069
    From related orgs
    $105,734
    Other
    $97,691
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $2,671,757 + $105,347 related
    Bonus
    $761,000
    Other
    $3,312 + $387 related
    Deferred
    $39,803 + $18,526 related
    Nontaxable benefits
    $38,194 + $1,168 related
    Filer's total
    $3,514,066 + $125,428 related

  • CLIFTON LEWIS MD

    PHYSICIAN

    Total calculated
    $2,180,962
    From this org
    $2,107,554
    From related orgs
    $0
    Other
    $73,408
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,434,008
    Bonus
    $664,042
    Other
    $9,504
    Deferred
    $39,803
    Nontaxable benefits
    $33,605
    Filer's total
    $2,180,962

  • REID JONES

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $2,178,948
    From this org
    $7,976
    From related orgs
    $2,058,477
    Other
    $112,495
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $7,976 + $806,819 related
    Bonus
    $0 + $445,126 related
    Other
    $0 + $806,532 related
    Deferred
    $1,559 + $88,000 related
    Nontaxable benefits
    $12,608 + $10,328 related
    Filer's total
    $22,143 + $2,156,805 related

  • SELWYN VICKERS MD

    DIRECTOR

    Total calculated
    $1,909,843
    From this org
    $635,006
    From related orgs
    $1,152,298
    Other
    $122,539
    Hours/week
    1 + 3.25 related

    Schedule J breakdown matched by us

    Base
    $33,844 + $860,652 related
    Bonus
    $595,833 + $7,627 related
    Other
    $5,329 + $284,019 related
    Deferred
    $5,332 + $85,195 related
    Nontaxable benefits
    $18,991 + $13,021 related
    Filer's total
    $659,329 + $1,250,514 related

  • DAWN BULGARELLA

    DIR/CEO UABME(START JULY 2023)

    Total calculated
    $1,818,508
    From this org
    $0
    From related orgs
    $1,720,108
    Other
    $98,400
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $944,882 related
    Bonus
    $0 + $420,765 related
    Other
    $0 + $354,461 related
    Deferred
    $0 + $88,000 related
    Nontaxable benefits
    $0 + $10,400 related
    Filer's total
    $0 + $1,818,508 related

  • CLAY SPITLER MD

    Physician

    Total calculated
    $1,631,166
    From this org
    $1,536,554
    From related orgs
    $23,166
    Other
    $71,446
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,156,057 + $23,159 related
    Bonus
    $379,464
    Other
    $1,033 + $7 related
    Deferred
    $39,803 + $5,807 related
    Nontaxable benefits
    $5,188 + $20,648 related
    Filer's total
    $1,581,545 + $49,621 related

  • RAY WATTS

    Former President/Board member

    Total calculated
    $1,610,821
    From this org
    $10,478
    From related orgs
    $1,424,119
    Other
    $176,224
    Hours/week
    1 + 61.5 related

    Schedule J breakdown matched by us

    Base
    $10,478 + $863,268 related
    Bonus
    $0 + $129,890 related
    Other
    $0 + $430,961 related
    Deferred
    $2,525 + $141,269 related
    Nontaxable benefits
    $24,597 + $7,833 related
    Filer's total
    $37,600 + $1,573,221 related

  • KYLE EUDAILEY MD

    Physician

    Total calculated
    $1,425,885
    From this org
    $1,347,313
    From related orgs
    $0
    Other
    $78,572
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $904,553
    Bonus
    $441,689
    Other
    $1,071
    Deferred
    $39,803
    Nontaxable benefits
    $38,769
    Filer's total
    $1,425,885

  • HERBERT CHEN MD

    DIRECTOR/PHYSICIAN

    Total calculated
    $1,396,420
    From this org
    $1,041,184
    From related orgs
    $222,096
    Other
    $133,140
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $888,517 + $219,822 related
    Bonus
    $147,147
    Other
    $5,520 + $2,274 related
    Deferred
    $39,803 + $63,057 related
    Nontaxable benefits
    $28,606 + $1,674 related
    Filer's total
    $1,109,593 + $286,827 related

  • KEITH A JONES

    PRESIDENT

    Total calculated
    $1,156,013
    From this org
    $469,595
    From related orgs
    $503,106
    Other
    $183,312
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $300,534 + $498,484 related
    Bonus
    $166,392
    Other
    $2,669 + $4,622 related
    Deferred
    $39,803 + $112,091 related
    Nontaxable benefits
    $26,364 + $5,054 related
    Filer's total
    $535,762 + $620,251 related

  • CHERI CANON MD

    DIRECTOR/Physician

    Total calculated
    $1,080,629
    From this org
    $656,012
    From related orgs
    $281,062
    Other
    $143,555
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $543,109 + $279,347 related
    Bonus
    $109,597
    Other
    $3,306 + $1,715 related
    Deferred
    $39,803 + $73,417 related
    Nontaxable benefits
    $28,499 + $1,836 related
    Filer's total
    $724,314 + $356,315 related

  • SETH LANDEFELD

    DIRECTOR/Physician

    Total calculated
    $920,741
    From this org
    $489,821
    From related orgs
    $301,463
    Other
    $129,457
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $392,910 + $293,459 related
    Bonus
    $91,254
    Other
    $5,657 + $8,004 related
    Deferred
    $39,803 + $75,994 related
    Nontaxable benefits
    $2,270 + $11,390 related
    Filer's total
    $531,894 + $388,847 related

  • GEORGE NETTO

    DIR/PHYSICIAN (UNTIL OCT 2022)

    Total calculated
    $914,279
    From this org
    $657,236
    From related orgs
    $139,707
    Other
    $117,336
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $533,354 + $137,709 related
    Bonus
    $119,044
    Other
    $4,838 + $1,998 related
    Deferred
    $39,803 + $50,176 related
    Nontaxable benefits
    $3,567 + $23,790 related
    Filer's total
    $700,606 + $213,673 related

  • MIKE CHEN

    DIR/PHYSICIAN (UNTIL DEC 2022)

    Total calculated
    $755,387
    From this org
    $546,175
    From related orgs
    $127,219
    Other
    $81,993
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $541,566 + $125,244 related
    Bonus
    $0
    Other
    $4,609 + $1,975 related
    Deferred
    $39,803 + $28,649 related
    Nontaxable benefits
    $4,142 + $9,399 related
    Filer's total
    $590,120 + $165,267 related

  • IRAN ASIF MD

    DIR/Physician(START JAN 2023)

    Total calculated
    $728,954
    From this org
    $379,273
    From related orgs
    $226,505
    Other
    $123,176
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $315,592 + $226,207 related
    Bonus
    $63,358
    Other
    $323 + $298 related
    Deferred
    $39,803 + $55,254 related
    Nontaxable benefits
    $26,417 + $1,702 related
    Filer's total
    $445,493 + $283,461 related

  • ANUPAM AGARWAL MD

    DIRECTOR/PHYSICIAN

    Total calculated
    $642,901
    From this org
    $243,662
    From related orgs
    $308,527
    Other
    $90,712
    Hours/week
    40 + 22 related

    Schedule J breakdown matched by us

    Base
    $179,739 + $305,268 related
    Bonus
    $62,537
    Other
    $1,386 + $3,259 related
    Deferred
    $23,456 + $62,556 related
    Nontaxable benefits
    $1,214 + $3,486 related
    Filer's total
    $268,332 + $374,569 related

  • ADRIENNE LAHTI

    DIRECTOR (Starting Jan 2023)

    Total calculated
    $595,622
    From this org
    $172,956
    From related orgs
    $356,527
    Other
    $66,139
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $114,321 + $349,975 related
    Bonus
    $57,938
    Other
    $697 + $6,552 related
    Deferred
    $15,254 + $36,883 related
    Nontaxable benefits
    $11,762 + $2,240 related
    Filer's total
    $199,972 + $395,650 related

  • HUH WARNER MD

    Director/Physician

    Total calculated
    $508,547
    From this org
    $438,896
    From related orgs
    $0
    Other
    $69,651
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $343,968
    Bonus
    $93,838
    Other
    $1,090
    Deferred
    $39,803
    Nontaxable benefits
    $29,848
    Filer's total
    $508,547

  • PATRICIA PRITCHETT

    FMR EXECUTIVE VICE PRESIDENT

    Total calculated
    $500,871
    From this org
    $452,635
    From related orgs
    $0
    Other
    $48,236
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $251,053
    Bonus
    $199,444
    Other
    $2,138
    Deferred
    $33,369
    Nontaxable benefits
    $14,867
    Filer's total
    $500,871

  • NANCY TOFIL

    Director (STARTING APRIL 2023)

    Total calculated
    $442,696
    From this org
    $323,242
    From related orgs
    $56,646
    Other
    $62,808
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $298,066 + $56,422 related
    Bonus
    $24,427
    Other
    $749 + $224 related
    Deferred
    $36,704 + $10,704 related
    Nontaxable benefits
    $2,094 + $13,306 related
    Filer's total
    $362,040 + $80,656 related

  • MICHAEL F HECKMAN

    CFO (UNTIL JULY 2023)

    Total calculated
    $380,093
    From this org
    $332,397
    From related orgs
    $0
    Other
    $47,696
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $262,731
    Bonus
    $66,400
    Other
    $3,266
    Deferred
    $34,661
    Nontaxable benefits
    $13,035
    Filer's total
    $380,093

  • STEVEN PAYNE

    Interim CFO (STRT AUG 2023)

    Total calculated
    $305,369
    From this org
    $264,084
    From related orgs
    $0
    Other
    $41,285
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,509
    Bonus
    $41,761
    Other
    $1,814
    Deferred
    $29,066
    Nontaxable benefits
    $12,219
    Filer's total
    $305,369

  • TERRY C FRY

    SECRETARY

    Total calculated
    $301,099
    From this org
    $23,665
    From related orgs
    $224,423
    Other
    $53,011
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $23,619 + $223,362 related
    Bonus
    $0
    Other
    $46 + $1,061 related
    Deferred
    $870 + $29,468 related
    Nontaxable benefits
    $8,412 + $14,261 related
    Filer's total
    $32,947 + $268,152 related

  • JASON DANIEL

    VICE PRESIDENT

    Total calculated
    $281,053
    From this org
    $163,834
    From related orgs
    $76,337
    Other
    $40,882
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $66,767 + $76,126 related
    Bonus
    $96,968
    Other
    $99 + $211 related
    Deferred
    $3,350 + $10,610 related
    Nontaxable benefits
    $26,325 + $597 related
    Filer's total
    $193,509 + $87,544 related

  • WILLIAM E HORTON

    DIRECTOR

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • CARL S THIGPEN

    DIRECTOR

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JOHN R THOMAS

    DIRECTOR

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • TIM LEWIS

    DIRECTOR

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • BARBARA J KNIGHT

    DIRECTOR

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • CHARLES D PERRY JR

    Director

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1.25 related

  • JEFFREY A BAYER

    DIRECTOR

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • MIMI HEAD

    DIRECTOR

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JAMES OUTLAND

    DIRECTOR

    Total calculated
    $600
    From this org
    $600
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • CT FITZPATRICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK CROSSWHITE

    DIRECTOR (UNTIL JAN 2023)

    Total calculated
    $0
    Hours/week
    1 + 1.5 related

  • MYLA CALHOUN

    Director (STARTING APRIL 2023)

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Discretionary spending account
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 4b · Supplemental nonqualified retirement plan
  • 5a · Pay contingent on this organization's revenues
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
DISCRETIONARY SPENDING ACCOUNT: SOME EMPLOYED PHYSICIANS (INCLUDING PHYSICIAN DIRECTORS) HAVE ACCESS TO PROFESSIONAL DEVELOPMENT FUNDS WHICH ARE USED TO ADVANCE THEIR PROFESSIONAL SKILLS. AMOUNTS ARE SPENT ON COMPUTER EQUIPMENT, JOURNALS, SUBSCRIPTIONS, AND TRAVEL EXPENSES TO ATTEND CONFERENCED AND LECTURES. ALL REQUESTS FOR REIMBURSEMENT ARE REVIEWED FOR COMPLIANCE WITH CURRENT POLICY AND IRS GUIDANCE BEFORE THEY ARE PAID. SOCIAL CLUB DUES: A FEW PHYSICIAN LEADERS (INCLUDING SOME PHYSICIAN DIRECTORS) ARE MEMBERS OF SOCIAL/BUSINESS CLUBS. THEY UTILIZE THESE FACILITIES FOR BUSINESS MEETINGS AND EVENTS DURING THE YEAR. ALL REQUESTS FOR REIMBURSEMENT ARE REVIEWED FOR COMPLIANCE WITH CURRENT POLICY AND IRS GUIDANCE BEFORE THEY ARE PAID.
PART I, LINE 5
MANY OF OUR EMPLOYED PHYSICIANS (INCLUDING SOME DIRECTORS) HAVE INCENTIVE PLANS THAT PAY ADDITIONAL AMOUNTS BASED ON ACHIEVING SPECIFIC CLINICAL, ACADEMIC AND RESEARCH MEASURES. THESE INCENTIVE PLANS ARE REVIEWED ANNUALLY WITH THE COMPENSATION COMMITTEE. SOME OF THESE PLANS MAKE PAYMENTS BASED ON CLINICAL PRODUCTIVITY.
PART I, LINE 7
MANY OF OUR EMPLOYED PHYSICIANS (INCLUDING SOME DIRECTORS) HAVE INCENTIVE PLANS THAT PAY ADDITIONAL AMOUNTS BASED ON ACHIEVING SPECIFIC CLINICAL, ACADEMIC AND RESEARCH MEASURES. THESE INCENTIVE PLANS ARE REVIEWED ANNUALLY WITH THE COMPENSATION COMMITTEE. SOME OF THESE PLANS MAKE PAYMENTS BASED ON CLINICAL PRODUCTIVITY.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • SEE PART VII

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
14 August 2024
IRS schema version
2022v5.0
Source object
202422289349302162

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