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Nonprofiteer
← UAB MEDICAL WEST

Form 990 for tax year 2023

Filed by UAB MEDICAL WEST.

Totals

Total revenue
$31,993
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$31,993
Other revenue
$0
Total assets, end of year
$628,664
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$628,664
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

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.

  • 3 · Investment income

    total $31,993 · excluded $31,993

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $596,671 · end of year $628,664

  • 27 · Net assets without donor restrictions

    beginning of year $596,671 · end of year $628,664

Mission and programs · 2023

Mission

PAYMENT OF MALPRACTICE CLAIMS

  • MALPRACTICE CLAIMS PAID

As filed on the 2023 return.

Listed in Part VII

  • Dawn Bulgarella

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Richard Brooks

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lou Baverso

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Cheri Canon MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Barbara Humphrey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sally Ebaugh MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Marty Heslin MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Allen Pate

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Don W Holmes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • John O Issis MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dana Keith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Brian Keith Pennington

    CEO

    Total calculated
    $895,159
    From this org
    $0
    From related orgs
    $799,319
    Other
    $95,840
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $474,356 related
    Bonus
    $0 + $213,602 related
    Other
    $0 + $111,361 related
    Deferred
    $0 + $88,500 related
    Nontaxable benefits
    $0 + $13,511 related
    Filer's total
    $0 + $901,330 related

  • Brandon Slocum

    CFO

    Total calculated
    $506,952
    From this org
    $0
    From related orgs
    $406,056
    Other
    $100,896
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,809 related
    Bonus
    $0 + $94,825 related
    Other
    $0 + $1,422 related
    Deferred
    $0 + $83,249 related
    Nontaxable benefits
    $0 + $21,756 related
    Filer's total
    $0 + $511,061 related

  • Sean Tinney

    COO

    Total calculated
    $499,712
    From this org
    $0
    From related orgs
    $413,333
    Other
    $86,379
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $317,895 related
    Bonus
    $0 + $93,998 related
    Other
    $0 + $1,440 related
    Deferred
    $0 + $78,689 related
    Nontaxable benefits
    $0 + $11,851 related
    Filer's total
    $0 + $503,873 related

  • James Harbin

    CNO

    Total calculated
    $331,381
    From this org
    $0
    From related orgs
    $265,689
    Other
    $65,692
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,484 related
    Bonus
    $0 + $59,255 related
    Other
    $0 + $950 related
    Deferred
    $0 + $48,545 related
    Nontaxable benefits
    $0 + $19,892 related
    Filer's total
    $0 + $334,126 related

  • Douglas Scott

    VP HUMAN RESOURCES (BEG 03/01/23)

    Total calculated
    $262,365
    From this org
    $0
    From related orgs
    $204,474
    Other
    $57,891
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,585 related
    Bonus
    $0 + $34,120 related
    Other
    $0 + $769 related
    Deferred
    $0 + $56,521 related
    Nontaxable benefits
    $0 + $3,591 related
    Filer's total
    $0 + $264,586 related

  • Joe Jacobs

    VP HUMAN RESOURCES (END 03/01/23)

    Total calculated
    $385,896
    From this org
    $0
    From related orgs
    $316,737
    Other
    $69,159
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $243,835 related
    Bonus
    $0 + $52,498 related
    Other
    $0 + $20,404 related
    Deferred
    $0 + $61,146 related
    Nontaxable benefits
    $0 + $10,708 related
    Filer's total
    $0 + $388,591 related

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

  • 2 · Substantiation required before reimbursing expenses

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
28 April 2025
IRS schema version
2023v6.0
Source object
202501349349307975

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