UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION
EIN 63-1206956 BIRMINGHAM, AL
- Revenue 2024
- $8,092,722
- Expenses 2024
- $7,781,981
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- P20
- Classification
- 1200
- Street
- 700 18TH ST S STE 601
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
THE UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION (OSF) IS A NON-PROFIT CORPORATION ORGANIZED TO SERVE THE EYE HEALTH NEEDS OF THE PEOPLE OF ALABAMA AND BEYOND THROUGH EXCELLENCE IN PATIENT CARE, MEDICAL EDUCATION, AND RESEARCH.
Activities or mission (Part I)
OSF IS A NON-PROFIT CORPORATION ORGANIZED TO SERVE THE EYE HEALTH NEEDS OF THE PEOPLE OF ALABAMA AND BEYOND THROUGH EXCELLENCE IN PATIENT CARE, MEDICAL EDUCATION, AND RESEARCH.
-
OSF IS THE PRIVATE CLINICAL PRACTICE FOR THE FACULTY OF THE DEPARTMENT OF OPHTHALMOLOGY AND VISUAL SCIENCE, WHICH CONSISTS OF 31 FACULTY MEMBERS. FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, PHYSICIANS IN OSF PROVIDED OPHTHALMIC OUTPATIENT SERVICES TO APPROXIMATELY 55,594 PATIENTS IN CENTRAL ALABAMA.
Expenses $7,295,919 · Revenue $7,759,390
-
OSF PROMOTES GROUNDBREAKING BASIC SCIENCE AND CLINICAL RESEARCH RELATED TO TREATING DISEASES OF THE EYE WITH THE UNDERSTANDING THAT BOTH ARE CRITICAL BUILDING BLOCKS FOR FUTURE PROGRESS IN THE FIELD OF OPHTHALMOLOGY.
Expenses $311,820
-
OSF ALSO SUPPORTS THE RESIDENCY PROGRAM FOR STUDENTS OF THE UNIVERSITY OF ALABAMA AT BIRMINGHAM DEPARTMENT OF OPHTHALMOLOGY AND VISUAL SCIENCE TO ENSURE THAT A CONTINUING STREAM OF HIGHLY TRAINED OPHTHALMOLOGISTS WILL BE ABLE TO CARE FOR THE POPULATION OF THE STATE OF ALABAMA AND THE NATION.
Expenses $174,242
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Dawn BulgarellaDAWN BULGARELLA
DIRECTOR
- Total calculated
- $2,764,739
- From this org
- $0
- From related orgs
- $2,655,253
- Other
- $109,486
- Hours/week
- 0.25 + 42.75 related
Schedule J breakdown matched by us
- Base
- $0 + $1,410,712 related
- Bonus
- $0 + $716,999 related
- Other
- $0 + $527,542 related
- Deferred
- $0 + $91,281 related
- Nontaxable benefits
- $0 + $18,205 related
- Filer's total
- $0 + $2,764,739 related
-
Brian SamuelsBRIAN SAMUELS
PRESIDENT
- Total calculated
- $984,043
- From this org
- $423,116
- From related orgs
- $399,293
- Other
- $161,634
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $423,116 + $398,516 related
- Bonus
- $0
- Other
- $0 + $777 related
- Deferred
- $51,683 + $86,244 related
- Nontaxable benefits
- $22,400 + $1,307 related
- Filer's total
- $497,199 + $486,844 related
-
Robert KnoxROBERT KNOX
PHYSICIAN
- Total calculated
- $796,571
- From this org
- $726,646
- From related orgs
- $2,923
- Other
- $67,002
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $726,646 + $2,923 related
- Bonus
- $0
- Other
- $0
- Deferred
- $51,750 + $289 related
- Nontaxable benefits
- $14,953 + $10 related
- Filer's total
- $793,349 + $3,222 related
-
Darrell Joiner MDDARRELL JOINER MD
PHYSICIAN
- Total calculated
- $784,783
- From this org
- $696,933
- From related orgs
- $7,520
- Other
- $80,330
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $696,933 + $7,500 related
- Bonus
- $0
- Other
- $0 + $20 related
- Deferred
- $51,750 + $1,338 related
- Nontaxable benefits
- $27,217 + $25 related
- Filer's total
- $775,900 + $8,883 related
-
Michael Callahan MDMICHAEL CALLAHAN MD
PHYSICIAN
- Total calculated
- $681,666
- From this org
- $594,353
- From related orgs
- $10,000
- Other
- $77,313
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $594,353 + $10,000 related
- Bonus
- $0
- Other
- $0
- Deferred
- $51,750
- Nontaxable benefits
- $25,530 + $33 related
- Filer's total
- $671,633 + $10,033 related
-
Jason Swanner MDJASON SWANNER MD
DIRECTOR OF CLINICAL OPERATION
- Total calculated
- $642,577
- From this org
- $568,670
- From related orgs
- $5,853
- Other
- $68,054
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $568,670 + $5,846 related
- Bonus
- $0
- Other
- $0 + $7 related
- Deferred
- $51,750 + $630 related
- Nontaxable benefits
- $15,655 + $19 related
- Filer's total
- $636,075 + $6,502 related
-
James Blackstone MDJAMES BLACKSTONE MD
PHYSICIAN
- Total calculated
- $606,475
- From this org
- $539,845
- From related orgs
- $2,500
- Other
- $64,130
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $539,845 + $2,500 related
- Bonus
- $0
- Other
- $0
- Deferred
- $51,750 + $440 related
- Nontaxable benefits
- $11,932 + $8 related
- Filer's total
- $603,527 + $2,948 related
-
Blythe Monheit MDBLYTHE MONHEIT MD
PHYSICIAN
- Total calculated
- $533,145
- From this org
- $465,428
- From related orgs
- $3,583
- Other
- $64,134
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $465,428 + $3,583 related
- Bonus
- $0
- Other
- $0
- Deferred
- $51,750 + $289 related
- Nontaxable benefits
- $6,352 + $5,743 related
- Filer's total
- $523,530 + $9,615 related
-
Christopher Girkin MDCHRISTOPHER GIRKIN MD
FORMER PRESIDENT
- Total calculated
- $421,091
- From this org
- $94,345
- From related orgs
- $265,695
- Other
- $61,051
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $94,345 + $263,644 related
- Bonus
- $0
- Other
- $0 + $2,051 related
- Deferred
- $14,681 + $29,501 related
- Nontaxable benefits
- $16,005 + $864 related
- Filer's total
- $125,031 + $296,060 related
-
Garrett GroverGARRETT GROVER
CEO
- Total calculated
- $398,491
- From this org
- $0
- From related orgs
- $369,081
- Other
- $29,410
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $346,145 related
- Bonus
- $0
- Other
- $0 + $22,936 related
- Deferred
- $0 + $23,000 related
- Nontaxable benefits
- $0 + $6,410 related
- Filer's total
- $0 + $398,491 related
-
Shelby SmithSHELBY SMITH
SECRETARY/TREASURER
- Total calculated
- $222,504
- From this org
- $0
- From related orgs
- $200,734
- Other
- $21,770
- Hours/week
- 8 + 32 related
Schedule J breakdown matched by us
- Base
- $0 + $200,734 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $12,044 related
- Nontaxable benefits
- $0 + $9,726 related
- Filer's total
- $0 + $222,504 related
-
Stephen Yoder JDSTEPHEN YODER JD
CHAIRMAN
- Total calculated
- $6,424
- From this org
- $0
- From related orgs
- $6,400
- Other
- $24
- Hours/week
- 1 + 42 related
-
Danny McKinneyDANNY MCKINNEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Joan RagsdaleJOAN RAGSDALE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $8,092,722
- Expenses
- $7,781,981
- Contributions
- $333,332
- Grants paid
- $0
-
2023
- Revenue
- $15,009,590
- Expenses
- $14,898,135
- Contributions
- $1,000,000
- Grants paid
- $0
-
2022
- Revenue
- $17,342,172
- Expenses
- $18,007,088
- Contributions
- $1,330,000
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $16,115,213
- Expenses
- $16,382,215
- Assets (EOY)
- $2,949,926
-
2020 · 990
- Revenue
- $13,818,197
- Expenses
- $13,837,371
- Assets (EOY)
- $3,172,403
-
2019 · 990
- Revenue
- $11,768,940
- Expenses
- $11,438,698
- Assets (EOY)
- $3,069,932
-
2018 · 990
- Revenue
- $11,963,857
- Expenses
- $12,122,669
- Assets (EOY)
- $2,398,659
-
2017 · 990
- Revenue
- $10,541,993
- Expenses
- $10,755,922
- Assets (EOY)
- $2,581,242
-
2016 · 990
- Revenue
- $9,651,623
- Expenses
- $9,656,303
- Assets (EOY)
- $2,694,506
-
2015 · 990
- Revenue
- $9,302,027
- Expenses
- $9,283,439
- Assets (EOY)
- $2,853,707
-
2014 · 990
- Revenue
- $16,930,966
- Expenses
- $16,521,749
- Assets (EOY)
- $5,161,673
-
2013 · 990
- Revenue
- $15,141,769
- Expenses
- $14,652,923
- Assets (EOY)
- $4,707,449
-
2012 · 990
- Revenue
- not reported
- Expenses
- $13,136,547
- Assets (EOY)
- $3,848,330
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
2024 ADVANCEMENT OF OPTOMETRIC EDUCATION
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
SEE PART VII
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Related corporations and trusts on its 2024 return
-
SEE PART VII
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.