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UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION

EIN 63-1206956 BIRMINGHAM, AL

Largest nonprofits in Alabama

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 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 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 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 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 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 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 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 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 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 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 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 JD

    CHAIRMAN

    Total calculated
    $6,424
    From this org
    $0
    From related orgs
    $6,400
    Other
    $24
    Hours/week
    1 + 42 related
  • Danny McKinney

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Joan 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

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.