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← BAPTIST HEALTH FOUNDATION OF BIRMINGHAM INC

Form 990 for tax year 2024

Filed by BAPTIST HEALTH FOUNDATION OF BIRMINGHAM INC.

What the amendment changed

Compared with the return it replaced , filed 25 April 2025. 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 Foyt

Listed only on the later return

  • Brian Hamilton
  • Ricky Thomas

Totals

Total revenue
$3,184,930
Total expenses
$1,912,851
Contributions and grants received
$2,742,876
Grants paid
$1,376,639
Program service revenue
$0
Investment income
$589,808
Other revenue
-$147,754
Total assets, end of year
$45,988,147
Total liabilities, end of year
$907,622
Net assets or fund balances, end of year
$45,080,525
Program services expenses (Part IX)
$1,376,639
Management and general expenses
$536,212
Fundraising expenses
$0
Program service expenses (Part III)
$1,376,639

Program services were 72.0% 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

    $345,791

  • 1f · All other contributions, gifts and grants

    $2,397,085

  • 1g · Noncash contributions included above

    $28,744

  • 3 · Investment income

    total $244,881 · excluded $244,881

  • 7a · Gross sales of assets other than inventory

    securities $5,108,872

  • 7b · Less cost or other basis and sales expenses

    securities $4,763,945

  • 7c · Gain or loss

    securities $344,927

  • 7d · Net gain or loss

    total $344,927 · excluded $344,927

  • 8a · Fundraising events: gross income

    $22,550

  • 8a · Fundraising events: contributions included on line 1c

    $345,791

  • 8b · Fundraising events: direct expenses

    $170,304

  • 8c · Net income from fundraising events

    total -$147,754 · excluded -$147,754

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,248,492 · program services $1,248,492

  • 2 · Grants to domestic individuals

    total $128,147 · program services $128,147

  • 11a · Fees: management

    total $450,000 · management and general $450,000

  • 11f · Fees: investment management

    total $66,704 · management and general $66,704

  • 24a · Other expenses: ANNUITY RELATED EXPENSE

    total $19,508 · management and general $19,508

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $944,128 · end of year $1,344,515

  • 9 · Prepaid expenses and deferred charges

    end of year $26,590

  • 11 · Investments: publicly traded securities

    beginning of year $13,816,837 · end of year $15,734,195

  • 15 · Other assets

    beginning of year $26,982,978 · end of year $28,882,847

  • 17 · Accounts payable and accrued expenses

    end of year $14,678

  • 19 · Deferred revenue

    end of year $252,118

  • 25 · Other liabilities

    beginning of year $713,536 · end of year $640,826

  • 27 · Net assets without donor restrictions

    beginning of year $4,549,572 · end of year $4,971,344

  • 28 · Net assets with donor restrictions

    beginning of year $36,480,835 · end of year $40,109,181

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 BAPTIST HEALTH'S CHARITABLE ENDEAVORS BY SUPPORTING ITS HEALTHCARE MINISTRY AND MEDICAL EDUCATION PROGRAM.

  • 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

    Expenses $617,404 · Grants $617,404

  • 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

    Expenses $594,937 · Grants $594,937

  • 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.

    Expenses $3,798 · Grants $3,798

  • 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.$ 152,500 SCHOLARSHIPS AND WRAPAROUND SERVICES TO 7 COLLEGES AND UNIVERSITIES$ 500 BAPTIST HEALTH EMPLOYEE MISSION TRIPS (1 AWARD)$ 7,500 MEDICAL MISSION TRIPS (5 RESIDENTS)$ 160,500 TOTAL

    Expenses $160,500 · Grants $160,500

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ragan Cain

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Bob Greene

    CHAIR, FINANCE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Brenda Hackney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • John Scott Jr

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • Baker Crow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Chris Mitchell

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Malcolm Morrow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jenny Sneed

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • Amy Allen

    EX-OFFICIO MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Lindsey Puckett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jennifer Sanders

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Melondie Carter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Cleo Kathryn Gorman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ricky Thomas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Brian Hamilton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Alison Scott

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    40
  • Eric 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

Provenance

Return type
form_990
Tax year
2024
Filed
16 February 2026
IRS schema version
2024v5.5
Source object
202600479349301125

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