Nonprofit · EIN 23-7450941
HUNTSVILLE REHABILITATION FDN
Tax-exempt · HUNTSVILLE, AL 35805
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $65,045,508 | $63,860,052 | $1,185,456 | $61,437,866 | $6,150,282 | $55,287,584 |
| September 30, 2024 | 990 | $62,572,228 | $60,248,821 | $2,323,407 | $58,991,924 | $5,396,330 | $53,595,594 |
| September 30, 2023 | 990 | $60,085,089 | $56,511,851 | $3,573,238 | $55,102,752 | $5,269,203 | $49,833,549 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $3,180
- Program service revenue
- $62,803,154
- Investment income
- $1,563,749
- Net rental income
- $654,692
- Net gain from sales of assets
- $116,469
- Other revenue
- $675,425
Expenses
- Grants and similar amounts paid
- $148,905
- Compensation of officers, directors and key employees
- $503,232
- Other salaries and wages
- $39,317,843
- Salaries, compensation and benefits (total)
- $46,616,349
- Professional fundraising fees
- $0
- Occupancy
- $217,554
- Depreciation
- $1,456,820
- Program services (functional)
- $59,444,642
- Management and general (functional)
- $4,415,410
Balance sheet and other
- Total assets, start of year
- $58,991,924
- Total assets, end of year
- $61,437,866
- Total liabilities, end of year
- $6,150,282
- Net assets, end of year
- $55,287,584
- Land, buildings and equipment
- $7,392,182
- Publicly traded securities
- $4,288,587
- Net assets without donor restrictions
- $55,287,584
- Gross receipts
- $65,068,050
- Employees
- 1,067
- Volunteers
- 11
- Year formed
- 1973
- State of legal domicile
- AL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID PEREZ | PRESIDENT THROUGH 9/30/2024 Officer | 40 | $359,474 | $13,186 |
| AMY PATTERSON | PRESIDENT/CEO AS OF 9/30/2024 Officer | 40 | $199,856 | $17,834 |
| COURTNEY JOHNSON | CONTROLLER THROUGH 7/30/2024 Officer | 40 | $163,311 | $18,882 |
| MARGARET MCCREADIE | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $161,725 | $11,130 |
| BILLY COUNTS | COO THROUGH 12/31/2025 Officer | 40 | $159,419 | $1,257 |
| TIMOTHY SMITH | DIRECTOR OF MANUFACTORING Highest-paid employee | 40 | $134,001 | $5,749 |
| SHERRY FLORIAN | PROJECT MANAGER Highest-paid employee | 40 | $112,360 | $4,866 |
| MICHAEL BANKES | PROJECT MANAGER Highest-paid employee | 40 | $111,073 | $1,728 |
| MICHELE TATE | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| KEVIN SUTTON | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| DENNIS MADSEN | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| DR PAM HUDSON | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| THARANEE RAVINDRAN | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| DR TONYA PERRY | SECRETARY Trustee or director, Officer | 0.25 | $0 | $0 |
| MARY TURNER | TREASURER Trustee or director, Officer | 0.25 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR GREG GADDY | VICE CHAIR UNTIL 4/30/25, CHAIR Trustee or director, Officer | 0.5 | $0 |
| LAUREL LONG | CHAIRMAN UNTIL 4/30/25 Trustee or director, Officer | 0.25 | $0 |
| WELDON PLANT | VICE CHAIRMAN AFTER 4/30/25 Trustee or director, Officer | 0.5 | $0 |
| DAVID RABY | ADVISORY BOARD MEMBER Trustee or director, Officer | 0.25 | $0 |
990 for the year ended September 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID PEREZ | PRESIDENT UNTIL 9.30.24 Officer | 40 | $274,797 | $13,186 |
| COURTNEY JOHNSON | CHIEF FINANCIAL OFFICER UNTIL 7.12.24 Officer | 40 | $181,698 | $18,882 |
| AMY PATTERSON | INTERIM CEO Officer | 40 | $168,258 | $22,978 |
| MARGARET MCCREADIE | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $149,047 | $20,052 |
| BILLY COUNTS II | DIRECTOR OF GOVERNMENT SERIVCES Highest-paid employee | 40 | $145,029 | $2,240 |
| TIMOTHY SMITH | DIRECTOR OF MANUFACTURING Highest-paid employee | 40 | $123,190 | $5,941 |
| SHERRY FLORIAN | PROJECT MANAGER Highest-paid employee | 40 | $114,302 | $5,458 |
| DAVID PORTER | PROJECT MANAGER Highest-paid employee | 40 | $100,027 | $15,711 |
| KANDY GARDNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TONYA PERRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARY TUCKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WELDON PLANT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENNIS MADSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN SUTTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY TURNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID RABY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| GREG GADDY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| LAUREL LONG | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| KENNY ANDERSON | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID PEREZ | PRESIDENT Officer | 40 | $277,677 | $16,913 |
| COURTNEY JOHNSON | CHIEF FINANCIAL OFFICER Officer | 40 | $197,502 | $12,562 |
| AMY PATTERSON | VICE PRESIDENT Officer | 40 | $171,246 | $17,345 |
| BRYAN DINGO - THRU 11323 | VICE PRESIDENT Officer | 40 | $184,842 | $731 |
| MARGARET MCCREADIE | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $148,243 | $16,921 |
| BILLY COUNTS II | DIRECTOR OF GOVERNMENT SERVICES Highest-paid employee | 40 | $125,040 | $2,315 |
| TIMOTHY SMITH | DIRECTOR OF MANUFACTURING Highest-paid employee | 40 | $114,512 | $5,644 |
| SHERRY FLORIAN | PROJECT MANAGER Highest-paid employee | 40 | $110,017 | $3,493 |
| KANDY GARDNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MELANIE BAKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TONYA PERRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WELDON PLANT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT GINN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID RABY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENNIS MADSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARY TUCKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY TURNER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KEVIN SUTTON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| LAUREL LONG | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| KENNY ANDERSON | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2939 JOHNSON RD SW, HUNTSVILLE, AL 35805-5844
- In care of
- % COURTNEY SWEATMAN
- Principal officer (990 for 2024)
- AMY PATTERSON, 2939 JOHNSON ROAD, HUNTSVILLE, AL 358055844
- Signed the 990
- AMY PATTERSON, PRESIDENT
- Phone
- (256) 366-5342
- Website
- HTTP://WWW.PHOENIXHSV.ORG
- Return prepared by
- ELLIOTT DAVIS ADVISORY LLC
Mission
TO PROVIDE COMPREHENSIVE AND CONTINUOUS PROGRAMS TO ASSIST PEOPLE WITH DISABILITIES ENTERING, REMAINING, AND RETURNING TO THE WORK ENVIRONMENT.
Program accomplishments
- PERFORM CONTRACTS FOR THE U.S. GOVERNMENT UNDER THE JAVIT' WAGNER O'DAY PROGRAM ("JWOD"). THIS GOVERNMENT PROCUREMENT PROGRAM PROVIDES EMPLOYMENT FOR PEOPLE WHO HAVE SEVERE DISABILITIES. THIS PROGRAM PROVIDES HIGH-QUALITY JOB OPPORTUNITIES TO THOSE WHO FACE SIGNIFICANT BARRIERS TO EMPLOYMENT. THIS PROGRAM FOSTERS INCREASED INDEPENDENCE.Expenses $49,791,519 · grants $148,905 · revenue $52,296,905
- HUNTSVILLE REHABILITATION FOUNDATION RAN VOCATION REHABILITATION SERVICES FOR TEENS AND ADULTS WITH DISABILITIES. THEY PROVIDED EMPLOYMENT PLACEMENT SERVICES AND SPECIALIZED TRAINING TO ASSIST IN EMPLOYMENT.Expenses $7,933,020 · revenue $8,755,285
- FACILITATE TESTING AND EVALUATION SERVICES FOR THE NORTH ALABAMA REGIONS BY PROVIDING OFFICE SPACES TO RELATED GOVERNMENT AGENCIES SERVING THE NEEDS OF THE SEVERELY PHYSICALLY AND MENTALLY DISABLED.Expenses $1,095,643 · revenue $1,750,964
- OTHER PROGRAMSExpenses $624,460 · revenue $675,425
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 23-7450941
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J330)
- Assets (IRS master file)
- $61,437,866
- Income (IRS master file)
- $65,068,050
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $65,045,508 | $63,860,052 | $61,437,866 | IRS |
| 990 | September 2024 | $62,572,228 | $60,248,821 | $58,991,924 | XML |
| 990 | September 2023 | $60,085,089 | $56,511,851 | $55,102,752 | XML |
| 990 | September 2022 | $50,768,360 | $47,621,490 | $50,566,042 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7450941).
Questions about HUNTSVILLE REHABILITATION FDN
- What is the EIN of HUNTSVILLE REHABILITATION FDN?
- The employer identification number (EIN) of HUNTSVILLE REHABILITATION FDN is 23-7450941.
- Is HUNTSVILLE REHABILITATION FDN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to HUNTSVILLE REHABILITATION FDN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HUNTSVILLE REHABILITATION FDN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HUNTSVILLE REHABILITATION FDN due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HUNTSVILLE REHABILITATION FDN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of HUNTSVILLE REHABILITATION FDN?
- The 990 for the year ended September 30, 2025 names AMY PATTERSON.
- Who are the officers and directors of HUNTSVILLE REHABILITATION FDN?
- The 990 for the year ended September 30, 2025 lists 19 people; 8 received compensation from the organization, the highest $359,474 (DAVID PEREZ, PRESIDENT THROUGH 9/30/2024).
- How much revenue does HUNTSVILLE REHABILITATION FDN have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $65,045,508, expenses of $63,860,052 and total assets of $61,437,866 at year end.
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