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 FoytJIM FOYT
Listed only on the later return
- Brian HamiltonBRIAN HAMILTON
- Ricky ThomasRICKY 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 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
-
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
-
Ricky ThomasRICKY THOMAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian HamiltonBRIAN HAMILTON
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
-
BAPTIST HEALTH
$1,092,194
SUPPORT FOR BBH CHARITABLE PURPOSES AS PART OF ITS HEALTHCARE MINISTRY
-
$54,500
NURSING SCHOLARSHIPS
-
$21,250
NURSING SCHOLARSHIPS
-
$20,750
NURSING SCHOLARSHIPS
-
$18,250
NURSING SCHOLARSHIPS
-
JEFFERSON STATE COMMUNITY COLLEGE
$18,000
NURSING SCHOLARSHIPS
-
$11,000
NURSING SCHOLARSHIPS
-
UNIVERSITY OF ALABAMA AT BIRMINGHAM
$8,750
NURSING SCHOLARSHIPS
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 16 February 2026
- IRS schema version
- 2024v5.5
- Source object
- 202600479349301125
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