Form 990 for tax year 2024
Filed by BAPTIST HEALTH FOUNDATION OF BIRMINGHAM INC.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2024 , filed 16 February 2026. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $5,278,806 changed to $3,184,930
- Total expenses
- $3,206,382 changed to $1,912,851
- Contributions and grants received
- $4,779,399 changed to $2,742,876
- Grants paid
- $2,650,921 changed to $1,376,639
- Investment income
- $704,904 changed to $589,808
- Other revenue
- -$205,497 changed to -$147,754
- Total assets, end of year
- $41,743,943 changed to $45,988,147
- Total liabilities, end of year
- $713,536 changed to $907,622
- Net assets or fund balances, end of year
- $41,030,407 changed to $45,080,525
- Program services expenses
- $2,650,921 changed to $1,376,639
- Management and general expenses
- $555,461 changed to $536,212
- Program service expenses (Part III)
- $2,650,921 changed to $1,376,639
Listed only on the earlier return
- Jim FoytJIM FOYT
Listed only on the later return
- Brian HamiltonBRIAN HAMILTON
- Ricky ThomasRICKY THOMAS
Totals
- Total revenue
- $5,278,806
- Total expenses
- $3,206,382
- Contributions and grants received
- $4,779,399
- Grants paid
- $2,650,921
- Program service revenue
- $0
- Investment income
- $704,904
- Other revenue
- -$205,497
- Total assets, end of year
- $41,743,943
- Total liabilities, end of year
- $713,536
- Net assets or fund balances, end of year
- $41,030,407
- Program services expenses (Part IX)
- $2,650,921
- Management and general expenses
- $555,461
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,650,921
Program services were 82.7% 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.
-
1c · Fundraising events
$487,877
-
1f · All other contributions, gifts and grants
$4,291,522
-
1g · Noncash contributions included above
$25,178
-
3 · Investment income
total $330,297 · excluded $330,297
-
7a · Gross sales of assets other than inventory
securities $4,621,361
-
7b · Less cost or other basis and sales expenses
securities $4,246,754
-
7c · Gain or loss
securities $374,607
-
7d · Net gain or loss
total $374,607 · excluded $374,607
-
8a · Fundraising events: gross income
$42,766
-
8a · Fundraising events: contributions included on line 1c
$487,877
-
8b · Fundraising events: direct expenses
$248,263
-
8c · Net income from fundraising events
total -$205,497 · excluded -$205,497
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,435,657 · program services $2,435,657
-
2 · Grants to domestic individuals
total $215,264 · program services $215,264
-
11a · Fees: management
total $450,000 · management and general $450,000
-
11f · Fees: investment management
total $79,436 · management and general $79,436
-
24a · Other expenses: ANNUITY RELATED EXPENSE
total $26,025 · management and general $26,025
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $768,304 · end of year $944,128
-
3 · Pledges and grants receivable
beginning of year $76,500
-
9 · Prepaid expenses and deferred charges
beginning of year $9,364
-
11 · Investments: publicly traded securities
beginning of year $11,557,858 · end of year $13,816,837
-
15 · Other assets
beginning of year $26,024,177 · end of year $26,982,978
-
25 · Other liabilities
beginning of year $806,406 · end of year $713,536
-
27 · Net assets without donor restrictions
beginning of year $4,122,330 · end of year $4,549,572
-
28 · Net assets with donor restrictions
beginning of year $33,507,467 · end of year $36,480,835
Mission and programs · 2024
Mission
TO PROVIDE CHARITABLE RESOURCES TO SUPPORT THE CONTINUED IMPROVEMENT OF HEALTH, PROVIDE SOCIAL ASSISTANCE AND PROMOTE EDUCATION FOR COMMUNITIES SERVED BY THE BAPTIST HEALTH SYSTEM'S JOINT VENTURED HOSPITALS IN A WAY THAT FURTHERS THE HEALING MINISTRY OF JESUS CHRIST.
Activities or mission (Part I)
TO ASSIST, ADVANCE AND STRENGTHEN BROOKWOOD BAPTIST HEALTH SYSTEM'S CHARITABLE ENDEAVORS BY SUPPORTING ITS HEALTHCARE MINISTRY AND MEDICAL EDUCATION PROGRAM.
-
PROVIDE FOR CHARITY CARE AND BENEVOLENCE TO THE PATIENTS AND EMPLOYEES OF THE BROOKWOOD BAPTIST HEALTH SYSTEM WHO HAVE DEMONSTRATED NEED FOR FINANCIAL ASSISTANCE. THE BAPTIST HEALTH FOUNDATION WAS ABLE TO PROVIDE ASSISTANCE TO OVER 500 PATIENTS AND 28 EMPLOYEES DURING THE YEAR.$ 1,293,302 INDIGENT PATIENT CARE $ 73,008 PATIENT ASSISTANCE$ 50,239 EMPLOYEE ASSISTANCE$ 1,416,549 TOTAL
Expenses $1,416,549 · Grants $1,416,549
-
PROVIDE ASSISTANCE FOR CHARITABLE PROGRAMS OF THE BROOKWOOD BAPTIST HEALTH SYSTEM TO IMPROVE PATIENT CARE AND EDUCATION OF RESIDENTS IN CENTRAL ALABAMA. DURING THE YEAR THE FOLLOWING FUNDS WERE USED TO SUPPORT PROGRAMS WITHIN THE BROOKWOOD BAPTIST HEALTH SYSTEM.$389,769 PASTORAL CARE - CHAPLAIN SUPPORT, EDUCATION AND BABY BIBLES $304,641 HOSPITAL SUPPORT- TRAINING MANIKINS, EDUCATION ROOM RENOVATIONS AND OTHER$ 10,689 SUPPORT OF MEDICAL EDUCATION$ 2,256 PATIENT AND EMPLOYEE SUPPORT PROGRAMS - HEALTH FAIRS, ETC.$707,355 TOTAL
Expenses $707,355 · Grants $707,355
-
THE BAPTIST HEALTH FOUNDATION PROVIDES GRANTS TO NONPROFIT ENTITIES WITH SIMILAR MISSIONS AND VALUES FOR VARIOUS HEALTHCARE NEEDS. DURING THE CURRENT YEAR, THE FOUNDATION AWARDED $435,000 TO 42 DIFFERENT NONPROFIT ENTITIES. SEE SCHEDULE I FOR THOSE ENTITIES RECEIVING GREATER THAN $5,000 INDIVIDUALLY.
Expenses $435,000 · Grants $435,000
-
THE BAPTIST HEALTH FOUNDATION PROVIDES SCHOLARSHIPS AND PROGRAMS FOR STUDENTS WHO HAVE EITHER SHOWN AN INTEREST IN HEALTHCARE OR ARE CURRENTLY PURSUING A DEGREE IN HEALTHCARE AS WELL AS PROVIDES FUNDING FOR EMPLOYEES AND COMMUNITY MEMBERS TO PARTICIPATE IN MISSION TRIPS WITH LOCAL CHURCHES OR AS PART OF MEDICAL MISSIONS WITH LOCAL PHYSICIANS.$ 67,000 SAMFORD SCHOOL OF NURSING SCHOLARSHIPS (8 SCHOLARSHIPS)$ 10,000 UNIVERSITY OF MONTEVALLO NURSING SCHOLARSHIPS (1 AWARD)$ 15,017 MEDICAL MISSION TRIPS$ 92,017 TOTAL
Expenses $92,017 · Grants $92,017
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Ragan CainRAGAN CAIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bob GreeneBOB GREENE
CHAIR, FINANCE COMMITTEE
- Total calculated
- $0
- Hours/week
- 1
-
Brenda HackneyBRENDA HACKNEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John Scott JrJOHN SCOTT JR
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Jim FoytJIM FOYT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Baker CrowBAKER CROW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chris MitchellCHRIS MITCHELL
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Malcolm MorrowMALCOLM MORROW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jenny SneedJENNY SNEED
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Amy AllenAMY ALLEN
EX-OFFICIO MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lindsey PuckettLINDSEY PUCKETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer SandersJENNIFER SANDERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Melondie CarterMELONDIE CARTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cleo Kathryn GormanCLEO KATHRYN GORMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alison ScottALISON SCOTT
EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 40
-
Eric JeffriesERIC JEFFRIES
CHIEF FINANCIAL OFFICER
- Total calculated
- $0
- Hours/week
- 40
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.
Grants on this return
-
BROOKWOOD BAPTIST HEALTH SYSTEM
$2,000,656
SUPPORT FOR BBH CHARITABLE PURPOSES AS PART OF ITS HEALTHCARE MINISTRY
-
$25,000
SENIOR SOLUTIONS: COMPREHENSIVE CARE MANAGEMENT FOR OLDER ADULTS
-
BREAST CANCER SUPPORT
-
$25,000
2024-2025 GENERAL OPERATING SUPPORT
-
$25,000
SPACE IMPROVEMENTS IN VESTAVIA MEDICAL CLINIC AND SUPPORT FOR INCREASING CLIENT NUMBERS
-
2024 ELECTRONIC UPGRADE AND FLU SHOT SUPPLIES
-
$20,000
2024 MENTAL HEALTH RECOVERY SERVICES
-
$20,000
ABILITY CLINIC GENERAL OPERATING SUPPORT
-
$20,000
2024 PARKINSON'S SUPPORT
-
2024 DEFIBRILLATOR ACQUISITION AND TRAINING PROGRAM
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 25 April 2025
- IRS schema version
- 2024v5.1
- Source object
- 202501159349301410
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