Form 990 for tax year 2023
Filed by CAPSTONE HEALTH SERVICES FOUNDATION P C.
Totals
- Total revenue
- $39,404,269
- Total expenses
- $43,591,237
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $38,805,085
- Investment income
- $599,184
- Other revenue
- $0
- Total assets, end of year
- $40,416,369
- Total liabilities, end of year
- $13,153,061
- Net assets or fund balances, end of year
- $27,263,308
- Program services expenses (Part IX)
- $33,433,619
- Management and general expenses
- $10,157,618
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $33,433,619
Program services were 76.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: HEALTH CARE SERVICES
total $38,367,988 · related or exempt $38,367,988 · unrelated business $0 · excluded $0
-
2b · Program service revenue: UA STUDENT HEALTH CENTER
total $437,097 · related or exempt $437,097 · unrelated business $0 · excluded $0
-
3 · Investment income
total $599,184 · related or exempt $0 · unrelated business $0 · excluded $599,184
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $2,948,435 · program services $2,211,326 · management and general $737,109 · fundraising $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $17,839,677 · program services $13,379,758 · management and general $4,459,919 · fundraising $0
-
8 · Pension plan contributions
total $425,496 · program services $319,122 · management and general $106,374 · fundraising $0
-
9 · Other employee benefits
total $2,515,791 · program services $1,886,843 · management and general $628,948 · fundraising $0
-
10 · Payroll taxes
total $825,191 · program services $618,893 · management and general $206,298 · fundraising $0
-
11a · Fees: management
total $0 · fundraising $0
-
11b · Fees: legal
total $68,312 · program services $51,234 · management and general $17,078 · fundraising $0
-
11c · Fees: accounting
total $67,000 · program services $50,250 · management and general $16,750 · fundraising $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $7,342,693 · program services $5,507,020 · management and general $1,835,673 · fundraising $0
-
12 · Advertising and promotion
total $250,256 · program services $187,692 · management and general $62,564 · fundraising $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $685,185 · program services $513,889 · management and general $171,296 · fundraising $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $92,811 · program services $69,608 · management and general $23,203 · fundraising $0
-
17 · Travel
total $208,327 · program services $156,245 · management and general $52,082 · fundraising $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $351,328 · program services $263,496 · management and general $87,832
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $957,992 · program services $718,494 · management and general $239,498 · fundraising $0
-
23 · Insurance
total $1,101,139 · program services $825,854 · management and general $275,285 · fundraising $0
-
24a · Other expenses: SUPPLIES
total $3,098,476 · program services $2,323,857 · management and general $774,619 · fundraising $0
-
24b · Other expenses: BAD DEBT EXPENSES
total $2,960,769 · program services $2,960,769 · management and general $0 · fundraising $0
-
24c · Other expenses: LICENSES AND FEES
total $867,488 · program services $650,616 · management and general $216,872 · fundraising $0
-
24d · Other expenses: PROFESSIONAL DEVELOPMENT/CME
total $764,947 · program services $573,710 · management and general $191,237 · fundraising $0
-
24e · All other expenses
total $219,924 · program services $164,943 · management and general $54,981
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,575 · end of year $6,725
-
2 · Savings and temporary cash investments
beginning of year $9,923,350 · end of year $5,944,823
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $5,861,671 · end of year $2,975,138
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $2,641,838 · end of year $5,344,056
-
8 · Inventories for sale or use
beginning of year $618,448 · end of year $810,249
-
9 · Prepaid expenses and deferred charges
beginning of year $28,718 · end of year $61,833
-
10a · Land, buildings and equipment: cost or other basis
$2,876,446
-
10b · Land, buildings and equipment: accumulated depreciation
$2,029,143
-
10c · Land, buildings and equipment, net
beginning of year $973,001 · end of year $847,303
-
11 · Investments: publicly traded securities
beginning of year $10,426,226 · end of year $13,119,759
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $9,567,662 · end of year $11,306,483
-
17 · Accounts payable and accrued expenses
beginning of year $3,387,614 · end of year $4,509,788
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $6,664,139 · end of year $8,643,273
-
27 · Net assets without donor restrictions
beginning of year $29,995,736 · end of year $27,263,308
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2023
Mission
THE FOUNDATION WAS ORGANIZED AS A NON-PROFIT CORPORATION DEDICATED TO PROVIDING AN ORGANIZATION AND FRAMEWORK TO DEVELOP AND FURNISH PATIENT CARE THROUGH THE UNIVERSITY MEDICAL CENTER, AND IS EMPLOYED TO SUPPORT THE EDUCATIONAL PROGRAMS OF THE UNIVERSITY OF ALABAMA COLLEGE OF COMMUNITY HEALTH SCIENCES (CCHS). CCHS'S MISSION IS TO IMPROVE AND PROMOTE THE HEALTH OF INDIVIDUALS AND COMMUNITIES IN ALABAMA AND THE REGION THROUGH LEADERSHIP IN MEDICAL EDUCATION AND PRIMARY CARE, THE PROVISION OF HIGH QUALITY, ACCESSIBLE HEALTH CARE SERVICES, AND SCHOLARSHIP.
Activities or mission (Part I)
THE FOUNDATION WAS ORGANIZED AS A NON-PROFIT CORPORATION DEDICATED TO PROVIDING AN ORGANIZATION AND FRAMEWORK TO DEVELOP AND FURNISH PATIENT CARE.
-
THE FOUNDATION IS DEDICATED TO PROVIDING AN ORGANIZATION AND FRAMEWORK TO DEVELOP AND FURNISH PATIENT CARE, WITHOUT REGARD FOR THE PATIENTS' ABILITY TO PAY, THROUGH ITS OUTPATIENT CLINIC CARE, THE UNIVERSITY MEDICAL CENTER. THE FOUNDATION ALSO PROVIDES ASSISTANCE TO THE UNIVERSITY OF ALABAMA SCHOOL OF MEDICINE, TUSCALOOSA PROGRAM, AND THE COLLEGE OF COMMUNITY HEALTH SCIENCES. THE CLINIC REPRESENTS EIGHT MEDICAL SPECIALITIES, INCLUDING FAMILY MEDICINE, INTERNAL MEDICINE, OBSTETRICS AND GYNECOLOGY, PEDIATRICS, PSYCHIATRY, NEUROLOGY, SPORTS MEDICINE, HOSPITALIST MEDICINE, AND SURGERY, AS WELL AS THE FACULTY STAFF CLINIC AND WELLNESS CLINIC. THE FOUNDATION ALSO OPERATES CLINICAL COMPONENTS OF, OR RELATING TO, THE STUDENT HEALTH CENTER, THE TUSCALOOSA FAMILY MEDICINE RESIDENCY PROGRAM AND ITS 48 RESIDENTS, APPROXIMATELY 65 MEDICAL STUDENTS, FELLOWSHIPS IN SPORTS MEDICINE, HOSPITALIST MEDICINE, EMERGENCY MEDICINE, GERIATRICS, OBSTETRICS AND PSYCHIATRY, AND COMMUNITY-BASED CLINICAL WORK UNDER CONTRACT, OR IN AFFILIATION WITH, A VARIETY OF PARTNERS/COLLABORATORS.
Expenses $33,433,619 · Revenue $38,805,085
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Anupam AgarwalANUPAM AGARWAL
BOARD MEMBER/DEAN MED SCHOOL
- Total calculated
- $1,323,878
- From this org
- $0
- From related orgs
- $1,136,096
- Other
- $187,782
- Hours/week
- 1 + 62.25 related
Schedule J breakdown matched by us
- Base
- $0 + $957,614 related
- Bonus
- $0 + $126,005 related
- Other
- $0 + $52,477 related
- Deferred
- $0 + $152,551 related
- Nontaxable benefits
- $0 + $35,231 related
- Filer's total
- $0 + $1,323,878 related
-
Stuart BellSTUART BELL
BOARD MEMBER/PRESIDENT UA
- Total calculated
- $1,127,782
- From this org
- $0
- From related orgs
- $887,063
- Other
- $240,719
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $880,344 related
- Bonus
- $0
- Other
- $0 + $6,719 related
- Deferred
- $0 + $145,514 related
- Nontaxable benefits
- $0 + $95,205 related
- Filer's total
- $0 + $1,127,782 related
-
Lisa GillespieLISA GILLESPIE
HOSPITALIST
- Total calculated
- $640,558
- From this org
- $587,668
- From related orgs
- $0
- Other
- $52,890
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $362,482
- Bonus
- $225,186
- Other
- $0
- Deferred
- $52,890
- Nontaxable benefits
- $0
- Filer's total
- $640,558
-
Richard FriendRICHARD FRIEND
BOARD MEMBER/DEAN-CCHS
- Total calculated
- $598,656
- From this org
- $179,999
- From related orgs
- $331,771
- Other
- $86,886
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $174,999 + $330,404 related
- Bonus
- $5,000
- Other
- $0 + $1,367 related
- Deferred
- $16,200 + $52,762 related
- Nontaxable benefits
- $0 + $17,924 related
- Filer's total
- $196,199 + $402,457 related
-
Shuaib MohamedSHUAIB MOHAMED
HOSPITALIST
- Total calculated
- $585,056
- From this org
- $536,749
- From related orgs
- $0
- Other
- $48,307
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $493,149
- Bonus
- $43,600
- Other
- $0
- Deferred
- $48,307
- Nontaxable benefits
- $0
- Filer's total
- $585,056
-
Jamie LowtherJAMIE LOWTHER
HOSPITALIST
- Total calculated
- $554,969
- From this org
- $509,146
- From related orgs
- $0
- Other
- $45,823
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $427,396
- Bonus
- $81,750
- Other
- $0
- Deferred
- $45,823
- Nontaxable benefits
- $0
- Filer's total
- $554,969
-
Matthew FajackMATTHEW FAJACK
BOARD MEMBER/VP FINANCE UA
- Total calculated
- $536,592
- From this org
- $0
- From related orgs
- $466,884
- Other
- $69,708
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $457,943 related
- Bonus
- $0
- Other
- $0 + $8,941 related
- Deferred
- $0 + $53,331 related
- Nontaxable benefits
- $0 + $16,377 related
- Filer's total
- $0 + $536,592 related
-
Monica BuiMONICA BUI
HOSPITALIST
- Total calculated
- $516,713
- From this org
- $474,049
- From related orgs
- $0
- Other
- $42,664
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $440,549
- Bonus
- $33,500
- Other
- $0
- Deferred
- $42,664
- Nontaxable benefits
- $0
- Filer's total
- $516,713
-
Jonathan SherrillJONATHAN SHERRILL
HOSPITALIST
- Total calculated
- $505,846
- From this org
- $464,079
- From related orgs
- $0
- Other
- $41,767
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $413,368
- Bonus
- $50,711
- Other
- $0
- Deferred
- $41,767
- Nontaxable benefits
- $0
- Filer's total
- $505,846
-
Haritha GuttikondaHARITHA GUTTIKONDA
FORMER HOSPITALIST
- Total calculated
- $452,744
- From this org
- $415,362
- From related orgs
- $0
- Other
- $37,382
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $383,012
- Bonus
- $32,350
- Other
- $0
- Deferred
- $37,382
- Nontaxable benefits
- $0
- Filer's total
- $452,744
-
Karen BurgessKAREN BURGESS
PRESIDENT
- Total calculated
- $425,459
- From this org
- $114,663
- From related orgs
- $236,224
- Other
- $74,572
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $69,735 + $235,383 related
- Bonus
- $44,928
- Other
- $0 + $841 related
- Deferred
- $10,320 + $43,202 related
- Nontaxable benefits
- $0 + $21,050 related
- Filer's total
- $124,983 + $300,476 related
-
Thomas WeidaTHOMAS WEIDA
BOARD MEMBER/ASSOCIATE DEAN
- Total calculated
- $346,907
- From this org
- $75,495
- From related orgs
- $217,711
- Other
- $53,701
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $20,991 + $214,057 related
- Bonus
- $54,504
- Other
- $0 + $3,654 related
- Deferred
- $6,795 + $36,093 related
- Nontaxable benefits
- $0 + $10,813 related
- Filer's total
- $82,290 + $264,617 related
-
Grier StewartGRIER STEWART
FORMER FACULTY REPRESENTATIVE
- Total calculated
- $310,038
- From this org
- $94,015
- From related orgs
- $159,620
- Other
- $56,403
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $51,843 + $158,724 related
- Bonus
- $42,172
- Other
- $0 + $896 related
- Deferred
- $8,461 + $29,319 related
- Nontaxable benefits
- $0 + $18,623 related
- Filer's total
- $102,476 + $207,562 related
-
Ray StewartRAY STEWART
VICE PRESIDENT
- Total calculated
- $297,046
- From this org
- $91,910
- From related orgs
- $153,445
- Other
- $51,691
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $46,668 + $149,703 related
- Bonus
- $45,242
- Other
- $0 + $3,742 related
- Deferred
- $8,272 + $25,824 related
- Nontaxable benefits
- $0 + $17,595 related
- Filer's total
- $100,182 + $196,864 related
-
Drake LavenderDRAKE LAVENDER
FORMER FACULTY REPRESENTATIVE
- Total calculated
- $281,320
- From this org
- $87,167
- From related orgs
- $140,844
- Other
- $53,309
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $44,274 + $140,516 related
- Bonus
- $42,893
- Other
- $0 + $328 related
- Deferred
- $7,845 + $24,815 related
- Nontaxable benefits
- $0 + $20,649 related
- Filer's total
- $95,012 + $186,308 related
-
Anne Halli-TierneyANNE HALLI-TIERNEY
FACULTY REPRESENTATIVE
- Total calculated
- $246,398
- From this org
- $65,567
- From related orgs
- $132,458
- Other
- $48,373
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $19,968 + $132,290 related
- Bonus
- $45,599
- Other
- $0 + $168 related
- Deferred
- $5,901 + $24,562 related
- Nontaxable benefits
- $0 + $17,910 related
- Filer's total
- $71,468 + $174,930 related
-
Allison ArendaleALLISON ARENDALE
SECRETARY/TREASURER
- Total calculated
- $237,862
- From this org
- $0
- From related orgs
- $183,169
- Other
- $54,693
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $181,621 related
- Bonus
- $0
- Other
- $0 + $1,548 related
- Deferred
- $0 + $33,758 related
- Nontaxable benefits
- $0 + $20,935 related
- Filer's total
- $0 + $237,862 related
-
Joseph BrownJOSEPH BROWN
BOARD MEMBER
- Total calculated
- $109,140
- From this org
- $0
- From related orgs
- $92,510
- Other
- $16,630
- Hours/week
- 1 + 40 related
-
Angela HamiterANGELA HAMITER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Charles JonesCHARLES JONES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Chris McGeeCHRIS MCGEE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cynthia AlmondCYNTHIA ALMOND
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mark WilliamsMARK WILLIAMS
BOARD MEMBER
- 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, and on a Form 990-PF Part VIII's — 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
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Written employment contract
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PART I, LINE 1A:
- DISCRETIONARY SPENDING ACCOUNTS: THE DOCTORS ARE ALLOWED TO SPEND $4,000 PER YEAR FOR CONTINUING MEDICAL EDUCATION EXPENSES, CLASSES, AND TRAVEL.
- SCHEDULE J, PART I, LINE 1A:
- EXPENSE REIMBURSEMENT POLICY: IMMEDIATE SUPERVISORS FOR EVERY POSITION ARE ADVISED AND APPROVE ANY CHANGES TO COMPENSATION. THE DEAN AND OFFICERS PROVIDE FINAL APPROVAL FOR ALL POSITIONS WITHIN THE FOUNDATION. THE BOARD APPROVES ANY CHANGES TO THE DEAN'S SALARY.
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
No itemized grants to organizations 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 VI
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
SEE PART VI
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202512259349302676
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.