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Nonprofiteer
← UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC

Form 990 for tax year 2023

Filed by UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC.

Totals

Total revenue
$1,157,807,354
Total expenses
$1,111,205,233
Contributions and grants received
$0
Grants paid
$35,574,593
Program service revenue
$1,052,033,384
Investment income
$22,242,187
Other revenue
$83,531,783
Total assets, end of year
$1,109,484,457
Total liabilities, end of year
$569,910,482
Net assets or fund balances, end of year
$539,573,975
Program services expenses (Part IX)
$941,919,280
Management and general expenses
$169,285,953
Fundraising expenses
$0
Program service expenses (Part III)
$941,919,280

Program services were 84.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JAMES E DAVIES

    PHYSICIAN

    Total calculated
    $3,633,563
    From this org
    $3,414,241
    From related orgs
    $128,857
    Other
    $90,465
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $2,485,796 + $128,409 related
    Bonus
    $562,600
    Other
    $365,845 + $448 related
    Deferred
    $43,065 + $18,205 related
    Nontaxable benefits
    $27,951 + $1,244 related
    Filer's total
    $3,485,257 + $148,306 related

  • MUSTAFA I AHMED

    PHYSICIAN

    Total calculated
    $2,905,765
    From this org
    $2,780,553
    From related orgs
    $50,000
    Other
    $75,212
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $2,587,446 + $50,000 related
    Bonus
    $0
    Other
    $193,107
    Deferred
    $43,065
    Nontaxable benefits
    $31,936 + $211 related
    Filer's total
    $2,855,554 + $50,211 related

  • DAWN BULGARELLA

    CEO, UAB Health System

    Total calculated
    $2,633,227
    From this org
    $0
    From related orgs
    $2,527,052
    Other
    $106,175
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,341,611 related
    Bonus
    $0 + $590,285 related
    Other
    $0 + $595,156 related
    Deferred
    $0 + $87,800 related
    Nontaxable benefits
    $0 + $18,375 related
    Filer's total
    $0 + $2,633,227 related

  • REID JONES

    FORMER CHIEF EXECUTIVE OFFICER

    Total calculated
    $2,531,810
    From this org
    $35,170
    From related orgs
    $2,400,819
    Other
    $95,821
    Hours/week
    0 + 41 related

    Schedule J breakdown matched by us

    Base
    $35,170 + $670,936 related
    Bonus
    $0 + $496,800 related
    Other
    $0 + $1,233,083 related
    Deferred
    $5,084 + $66,375 related
    Nontaxable benefits
    $12,817 + $11,545 related
    Filer's total
    $53,071 + $2,478,739 related

  • CLIFTON LEWIS

    PHYSICIAN

    Total calculated
    $1,982,825
    From this org
    $1,645,345
    From related orgs
    $201,243
    Other
    $136,237
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,333,091 + $199,300 related
    Bonus
    $0
    Other
    $312,254 + $1,943 related
    Deferred
    $43,065 + $62,945 related
    Nontaxable benefits
    $28,684 + $1,543 related
    Filer's total
    $1,717,094 + $265,731 related

  • HERRICK J SIEGEL

    PHYSICIAN

    Total calculated
    $1,484,060
    From this org
    $1,351,990
    From related orgs
    $41,489
    Other
    $90,581
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,020,777 + $41,299 related
    Bonus
    $320,447
    Other
    $10,766 + $190 related
    Deferred
    $43,065 + $17,077 related
    Nontaxable benefits
    $29,562 + $877 related
    Filer's total
    $1,424,617 + $59,443 related

  • CLAY SPITLER MD

    PHYSICIAN

    Total calculated
    $1,482,166
    From this org
    $1,382,558
    From related orgs
    $24,300
    Other
    $75,308
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,150,294 + $24,282 related
    Bonus
    $125,650
    Other
    $106,614 + $18 related
    Deferred
    $43,065 + $6,157 related
    Nontaxable benefits
    $3,999 + $22,087 related
    Filer's total
    $1,429,622 + $52,544 related

  • JAMES MARKERT

    DIRECTOR/PHYSICIAN

    Total calculated
    $1,447,351
    From this org
    $911,384
    From related orgs
    $381,627
    Other
    $154,340
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $746,451 + $377,020 related
    Bonus
    $155,252
    Other
    $9,681 + $4,607 related
    Deferred
    $43,065 + $76,658 related
    Nontaxable benefits
    $32,426 + $2,191 related
    Filer's total
    $986,875 + $460,476 related

  • HERBERT CHEN

    DIRECTOR/PHYSICIAN

    Total calculated
    $1,437,690
    From this org
    $1,064,685
    From related orgs
    $230,148
    Other
    $142,857
    Hours/week
    40 + 0.25 related

    Schedule J breakdown matched by us

    Base
    $917,959 + $227,823 related
    Bonus
    $140,846
    Other
    $5,880 + $2,325 related
    Deferred
    $43,065 + $67,646 related
    Nontaxable benefits
    $30,483 + $1,663 related
    Filer's total
    $1,138,233 + $299,457 related

  • ANUPAM AGARWAL

    DIRECTOR/PHYSICIAN

    Total calculated
    $1,323,878
    From this org
    $407,265
    From related orgs
    $728,831
    Other
    $187,782
    Hours/week
    20 + 23.25 related

    Schedule J breakdown matched by us

    Base
    $278,817 + $678,797 related
    Bonus
    $126,005
    Other
    $2,443 + $50,034 related
    Deferred
    $37,252 + $115,299 related
    Nontaxable benefits
    $22,187 + $13,044 related
    Filer's total
    $466,704 + $857,174 related

  • RAY WATTS

    FORMER PRESIDENT

    Total calculated
    $1,322,310
    From this org
    $11,058
    From related orgs
    $1,098,911
    Other
    $212,341
    Hours/week
    1 + 61.5 related

    Schedule J breakdown matched by us

    Base
    $11,058 + $995,852 related
    Bonus
    $0 + $24,000 related
    Other
    $0 + $79,059 related
    Deferred
    $2,600 + $176,548 related
    Nontaxable benefits
    $25,380 + $7,813 related
    Filer's total
    $39,038 + $1,283,272 related

  • KEITH JONES

    PRESIDENT (UNTIL MAY 2024)

    Total calculated
    $1,224,045
    From this org
    $481,073
    From related orgs
    $544,485
    Other
    $198,487
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $309,702 + $539,523 related
    Bonus
    $168,599
    Other
    $2,772 + $4,962 related
    Deferred
    $41,672 + $124,336 related
    Nontaxable benefits
    $28,113 + $4,366 related
    Filer's total
    $550,858 + $673,187 related

  • CHERI CANON MD

    PRESIDENT (START MAY 2024)

    Total calculated
    $1,130,270
    From this org
    $714,180
    From related orgs
    $293,178
    Other
    $122,912
    Hours/week
    40 + 0.25 related

    Schedule J breakdown matched by us

    Base
    $582,984 + $290,545 related
    Bonus
    $124,082
    Other
    $7,114 + $2,633 related
    Deferred
    $43,065 + $48,160 related
    Nontaxable benefits
    $29,860 + $1,827 related
    Filer's total
    $787,105 + $343,165 related

  • HUH WARNER MD

    DIRECTOR/PHYSICIAN

    Total calculated
    $947,313
    From this org
    $475,140
    From related orgs
    $380,392
    Other
    $91,781
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $356,579 + $368,173 related
    Bonus
    $117,425
    Other
    $1,136 + $12,219 related
    Deferred
    $43,065 + $15,546 related
    Nontaxable benefits
    $31,016 + $2,154 related
    Filer's total
    $549,221 + $398,092 related

  • SETH LANDEFELD

    DIRECTOR/PHYSICIAN

    Total calculated
    $945,010
    From this org
    $493,062
    From related orgs
    $315,882
    Other
    $136,066
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $402,330 + $306,067 related
    Bonus
    $86,925
    Other
    $3,807 + $9,815 related
    Deferred
    $43,065 + $77,515 related
    Nontaxable benefits
    $5,565 + $9,921 related
    Filer's total
    $541,692 + $403,318 related

  • IRFAN ASIF MD

    DIRECTOR/PHYSICIAN

    Total calculated
    $727,404
    From this org
    $364,966
    From related orgs
    $235,073
    Other
    $127,365
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,781 + $234,763 related
    Bonus
    $70,847
    Other
    $40,338 + $310 related
    Deferred
    $39,793 + $56,616 related
    Nontaxable benefits
    $29,264 + $1,692 related
    Filer's total
    $434,023 + $293,381 related

  • JASON DANIEL

    VICE PRESIDENT

    Total calculated
    $663,235
    From this org
    $20,671
    From related orgs
    $520,450
    Other
    $122,114
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $20,671 + $405,515 related
    Bonus
    $0 + $107,552 related
    Other
    $0 + $7,383 related
    Deferred
    $1,560 + $88,500 related
    Nontaxable benefits
    $27,100 + $4,954 related
    Filer's total
    $49,331 + $613,904 related

  • ADRIENNE LAHTI

    DIRECTOR/PHYSICIAN

    Total calculated
    $623,448
    From this org
    $182,944
    From related orgs
    $371,063
    Other
    $69,441
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $118,562 + $362,690 related
    Bonus
    $63,803
    Other
    $579 + $8,373 related
    Deferred
    $15,808 + $39,236 related
    Nontaxable benefits
    $12,166 + $2,231 related
    Filer's total
    $210,918 + $412,530 related

  • TERRY C FRY

    SECRETARY

    Total calculated
    $542,117
    From this org
    $70,994
    From related orgs
    $370,966
    Other
    $100,157
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $70,856 + $319,526 related
    Bonus
    $0 + $50,000 related
    Other
    $138 + $1,440 related
    Deferred
    $4,000 + $65,981 related
    Nontaxable benefits
    $26,016 + $4,160 related
    Filer's total
    $101,010 + $441,107 related

  • NANCY TOFIL

    DIRECTOR/PHYSICIAN

    Total calculated
    $471,239
    From this org
    $330,824
    From related orgs
    $61,513
    Other
    $78,902
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $268,442 + $61,224 related
    Bonus
    $17,190
    Other
    $45,192 + $289 related
    Deferred
    $37,322 + $12,577 related
    Nontaxable benefits
    $2,176 + $26,827 related
    Filer's total
    $370,322 + $100,917 related

  • JASON SADLER

    CFO (START JULY 2024)

    Total calculated
    $404,008
    From this org
    $0
    From related orgs
    $314,306
    Other
    $89,702
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $259,603 related
    Bonus
    $0 + $53,496 related
    Other
    $0 + $1,207 related
    Deferred
    $0 + $66,609 related
    Nontaxable benefits
    $0 + $23,093 related
    Filer's total
    $0 + $404,008 related

  • MICHAEL F HECKMAN

    FORMER CFO

    Total calculated
    $398,204
    From this org
    $348,901
    From related orgs
    $0
    Other
    $49,303
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $272,027
    Bonus
    $74,222
    Other
    $2,652
    Deferred
    $35,874
    Nontaxable benefits
    $13,429
    Filer's total
    $398,204

  • STEVEN PAYNE

    INTERIM CFO (UNTIL JULY 2024)

    Total calculated
    $348,436
    From this org
    $302,548
    From related orgs
    $0
    Other
    $45,888
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,191
    Bonus
    $48,480
    Other
    $26,877
    Deferred
    $33,200
    Nontaxable benefits
    $12,688
    Filer's total
    $348,436

  • LOU BAVERSO

    COO, UAB HEALTH SYSTEM

    Total calculated
    $321,225
    From this org
    $0
    From related orgs
    $309,023
    Other
    $12,202
    Hours/week
    40 + 40.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $258,010 related
    Bonus
    $0
    Other
    $0 + $51,013 related
    Deferred
    $0 + $2,321 related
    Nontaxable benefits
    $0 + $9,881 related
    Filer's total
    $0 + $321,225 related

  • TIM LEWIS

    DIRECTOR

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

  • MIMI HEAD

    DIRECTOR

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

  • WILLIAM E HORTON

    DIRECTOR

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

  • BARBARA J KNIGHT

    DIRECTOR

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

  • JEFFREY A BAYER

    DIRECTOR

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

  • JAMES OUTLAND

    DIRECTOR

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

  • MYLA CALHOUN

    DIRECTOR

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

  • CHARLES D PERRY JR

    DIRECTOR

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

  • JOHN R THOMAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CARL S THIGPEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CT FITZPATRICK

    DIRECTOR

    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
  • 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, LINES 4B
FOR CALENDAR YEAR 2023 COMPENSATION FOR REID JONES INCLUDED $970,205 WHICH IS A ONE TIME PAYMENT FROM DEFERRED COMPENSATION PLAN.
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

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 VII

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
15 August 2025
IRS schema version
2023v6.0
Source object
202542279349302989

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