2024-11-14T12:04:59+00:00 2023-12-31 440160260 Forvis Mazars LLP 500 Ridgefield Court Asheville NC 28806 990 2023-01-01 630879471 Alabama Children's Hospital Foundation ALAB 2056389393 1600 7th Avenue South Birmingham AL 35233 Thomas G Shufflebarger EVP of Foundation 2056389393 2024-11-14 true true Amy Bibby P00445891 8282542254 2024-11-14 2023 2024-10-15 13:58:12Z Thomas G Shufflebarger 1600 7th Avenue South Birmingham AL 35233 47541964 false X www.ChildrensAL.org X 1911 AL THE MISSION OF ALABAMA CHILDREN'S HOSPITAL FOUNDATION (THE FOUNDATION) IS TO SUPPORT THE ACTIVITIES AND MISSION OF THE HOSPITAL (CHA). 33 32 0 358 0 26186 13192155 17197139 0 0 27974150 28844999 754459 819186 41920764 46861324 5305456 3541948 0 0 0 0 0 0 0 10064502 9194414 15369958 12736362 26550806 34124962 1232417126 1348986016 599835 563554 1231817291 1348422462 The mission of Alabama Children's Hospital Foundation (The Foundation) is to support the activities and mission of the Hospital (CHA). false false 12566574 3541948 Management and general administration of fundraising activities for the Hospital (CHA). 12566574 true true false false false false false false false true false false true true true false true false false false false false false true false false true false true false false false false false false false false true true false false false true false false false true 0 0 0 true true false false false false true true false false false false false false X 33 32 false false false false false false false true true false false true true true true true true true true false X Dawn Walton CFO 2056389393 1600 7th Avenue South Birmingham AL 35233 Edward K Aldag Jr Vice President of the Foundation 1.0 X X 0 0 0 Myla E Calhoun Secretary/Treasurer of the Foudation 1.0 X X 0 0 0 Ralph Frohsin Jr President of the Foundation 1.0 X X 0 0 0 Thomas G Shufflebarger President & CEO; EVP of Foundation (effective March 1, 2023) 1.0 40.0 X X 0 1529137 27354 Adelia R Hendrix Director 1.0 X 0 0 0 Ann D McMillan Director 1.0 X 0 0 0 Anna M Manasco Director 1.0 X 0 0 0 C Phillip McWane Director 1.0 X 0 0 0 Derrol Dawkins MD Director 1.0 X 0 0 0 Donald M James Director 1.0 X 0 0 0 Frederick W Renneker III Director 1.0 X 0 0 0 J David Brown III Director 1.0 X 0 0 0 James C Lee III Director 1.0 X 0 0 0 L Gwaltney McCollum Jr Director 1.0 X 0 0 0 Lee J Styslinger III Director 1.0 X 0 0 0 Marc Bryant Tyson Director 1.0 X 0 0 0 Margaret M Porter Director 1.0 X 0 0 0 Mark E Dixon Director 1.0 X 0 0 0 Mark J Tarr Director 1.0 X 0 0 0 Mitchell B Cohen MD Director 1.0 X 0 0 0 Philippe W Lathrop Director 1.0 X 0 0 0 Randall Woodfin Director 1.0 X 0 0 0 Raymond J Harbert Director 1.0 X 0 0 0 Richard J Bielen Director 1.0 X 0 0 0 Stuart A Royal MD Director 1.0 X 0 0 0 Temple W Tutwiler III Director 1.0 X 0 0 0 Thomas H Lowder Director 1.0 X 0 0 0 Tracey M Adams Director 1.0 X 0 0 0 Virginia Walker Jones Director 1.0 X 0 0 0 W Charles Mayer Director 1.0 X 0 0 0 W Jerry Oakes MD Director 1.0 X 0 0 0 William E Horton Director 1.0 X 0 0 0 Coke Matthews EVP of Foundation (through February 28, 2023) 1.0 40.0 X 0 352462 6987 Dawn Walton Chief Financial Officer 1.0 40.0 X 0 808063 26329 Chandler Bibb Chief Development Officer (effective March 1, 2023) 1.0 40.0 X 0 221564 8539 0 2911226 69209 0 false true false 0 2519477 14677662 479637 17197139 0 0 0 0 0 13877225 13877225 1499826 1499826 0 1499826 1499826 14967774 14967774 0 14967774 14967774 0 2519477 680640 -680640 -680640 0 0 0 0 0 46861324 0 0 29664185 X 3541948 3541948 169788 169788 2411295 2411295 0 0 50714 50714 387713 387713 205414 205414 1325 1325 93856 93856 3874 3874 302685 302685 4705 4705 Research Institute Expense 4161158 4161158 Miscellaneous 1387550 1387550 Food and Dietary 7698 7698 Unrelated Business Income Tax 6639 6639 0 0 0 0 12736362 12566574 169788 0 4334862 4208361 16048740 15753618 32500 356 0 0 0 418449 460685 34574750 13888703 20988732 20686047 1061414703 1170991224 0 0 129179140 136885725 1232417126 1348986016 505233 515078 0 94602 48476 599835 563554 X 1168749479 1279952049 63067812 68470413 1231817291 1348422462 1232417126 1348986016 X 34124962 80731522 1748687 X false true X true false X X 1 The Children's Hospital of Alabama 630307306 3 true 1000000 0 1 1000000 0 true false false false false false false false false false false false false false false true RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15414282 15414282 19073349 13801584 5271765 87119 87119 0 20686047 Due From Children's Hospital 136885725 136885725 Due to Children's Harbor 48476 48476 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Hospital and the Foundation are exempt from federal income taxes under Section 501(a) of the Internal Revenue Code as organizations described in Section 501(c)(3). TCH Ventures is a taxable entity under the Internal Revenue Code. At present, the Government of the Cayman Islands has imposed no taxation on income or premiums of Holy Innocents. The Company adheres to the provisions of the Accounting Standards Codification relating to uncertainty in income taxes that requires entities to assess their uncertain tax positions for the likelihood that they would be overturned upon Internal Revenue Service (IRS) examination or upon examination by state taxing authorities. The Company has determined that it does not have any positions at December 31, 2023 and 2022, that it would be unable to substantiate. The Company has filed its tax returns through December 31, 2022. The tax returns for the years ended December 31, 2020, and thereafter are subject to audit by the taxing authorities. Nucor Alabama Children's Charity Classic 557107 557107 0 133792 Children's Illuminations Ball 2023 391830 391830 0 132499 29 1570540 1570540 0 414349 2519477 2519477 0 680640 680640 -680640 true University of Alabama at Birmingham 1350 3rd Avenue South Birmingham AL 35294 636005396 115 2795000 Endowed Chair Expense/Kaul Pediatric Research Institute Grant The Children's Hospital of Alabama 1600 Seventh Avenue South Birmingham AL 35233 630307306 501(c)(3) 1000000 Operations 2 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. The grantees for the past several years have all been UAB faculty. Once provided to the principal investigators (PI) the monies are deposited with the UAB grants and contracts office for administration. They monitor the spending of the grant funds to ensure that the money is used in accordance with the grant budget. Any deviations from the budget or the timeline require KPRI approval. Any deviations in the research project itself require KPRI approval and the approval of the chairman of the scientific review committee. UAB grants and contracts require approval in writing before they will deviate from budget or timeline. The principal investigator (PI) is required to submit a progress report at the end of year one. The scientific review committee reviews the grant progress and communicates adequate progress to the KPRI executive committee. Adequate progress must be demonstrated before year two funding is provided. At the end of year two, a final report is due as well. X X X X false false false false false false false false false Thomas G Shufflebarger President & CEO; EVP of Foundation (effective March 1, 2023) 0 1014330 0 487500 0 27307 0 11250 0 16104 0 1556491 0 0 Dawn Walton Chief Financial Officer 0 607649 0 175530 0 24884 0 11250 0 15079 0 834392 0 0 Coke Matthews EVP of Foundation (through February 28, 2023) 0 90341 0 236912 0 25209 0 5006 0 1981 0 359449 0 0 Chandler Bibb Chief Development Officer (effective March 1, 2023) 0 197956 0 0 0 23608 0 7240 0 1299 0 230103 0 0 X 9 74906 Market value X 1 10700 Market value X Toys 4 32000 Market value X Travel Amenities 4 34560 Market value X Electronics 1 6900 Market value X Miscellaneous 19 320571 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Real estate - Other - The organization is reporting the number of contributions made. Collectibles - The organization is reporting the number of contributions made. Other - Toys The organization is reporting the number of contributions made. Other - Travel Amenities The organization is reporting the number of contributions made. Other - Electronics The organization is reporting the number of contributions made. Other - Miscellaneous The organization is reporting the number of contributions made. Form 990, Part VI, Line 11b Review of form 990 by governing body The completed Form 990 is reviewed in detail by the finance and audit committee. The Form 990 is then provided to the board of trustees, prior to the filing of the return. Form 990, Part VI, Line 12c Conflict of interest policy The Corporate Compliance Officer is responsible for monitoring compliance with the Conflict of Interest Policy. Annual disclosure requests are sent and followed up on to ensure that all are returned. Returned conflict of interest statements are reviewed by the Corporate Compliance Officer and compliance department staff as well as officers of the Organization for accuracy and completeness. Conflict of interest statements are maintained by the compliance department. The Compliance Officer reports activity related to any potential conflicts of interest, including changes in previously reported conflicts to administration, and the corporate compliance committee which is a subcommittee of the board of directors. Form 990, Part VI, Line 15a Process to establish compensation of top management official The Hospital maintains oversight concerning all executive compensation action. This process is led by the Hospital board of trustees compensation committee, which is involved annually, and throughout the year as needed, in providing oversight of all executive compensation. Total compensation (i.e., base salary, incentive compensation, and executive benefits) of officers, key employees, and other vice-presidents is approved by the compensation committee prior to such compensation being paid. The total compensation that is presented for approval is determined by evaluation of market data comparisons on executive total compensation. This independent, objective market data is provided by the Hospital's independent executive compensation consulting firm, Sullivan Cotter and Associates. All compensation committee proceedings, decisions, and actions are documented in committee minutes are maintained by the Hospital. Form 990, Part VI, Line 15b Process to establish compensation of other employees The Hospital maintains oversight concerning all executive compensation action. This process is led by the Hospital board of trustees compensation committee, which is involved annually, and throughout the year as needed, in providing oversight of all executive compensation. Total compensation (i.e., base salary, incentive compensation, and executive benefits) of officers, key employees, and other vice-presidents is approved by the compensation committee prior to such compensation being paid. The total compensation that is presented for approval is determined by evaluation of market data comparisons on executive total compensation. This independent, objective market data is provided by the Hospital's independent executive compensation consulting firm, Sullivan Cotter and Associates. All compensation committee proceedings, decisions, and actions are documented in committee minutes are maintained by the Hospital. Form 990, Part VI, Line 19 Required documents available to the public Governing documents are not generally made public. Separate financial statements for the Foundation are not generally available to the public. They are included in the consolidated quarterly disclosures and audited financial statements of the Children's Hospital of Alabama and are filed on the Electronic Municipal Market Access ("EMMA") section of the Municipal Securities Rulemaking Board as we maintain public debt. Audited financial statements are also filed as part of The Children's Hospital of Alabama Form 990. The Conflict of Interest policy is summarized in the Corporate Code of Conduct which is available on the Hospital's website. Form 990, Part IX, Line 11g Other Fees Contract Labor - Total Expense: 2348942, Program Service Expense: 2348942, Management and General Expenses: , Fundraising Expenses: ; Other Professional Fees - Total Expense: 62353, Program Service Expense: 62353, Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Transfer From Hospital - 1562874; Other Changes - 185813; The Children's Hospital of Alabama 1600 7th Avenue South Birmingham AL 35233 630307306 Hospital AL 501(c)(3) 3 NA false Holy Innocents Indemnity LTD 980436612 Insurance CJ NA C Corporation 0 0 0 false false true true false false false false false false false false true false false true true true false false