Nonprofit · EIN 63-0727781
WHATLEY HEALTH SERVICES INC
Tax-exempt · TUSCALOOSA, AL 35401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $27,114,863 | $28,577,145 | -$1,462,282 | $18,269,146 | $1,346,662 | $16,922,484 |
| December 31, 2023 | 990 | $26,796,047 | $25,895,167 | $900,880 | $20,272,793 | $1,888,027 | $18,384,766 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $9,971,794
- of which government grants
- $9,687,466
- Program service revenue
- $17,022,568
- Investment income
- -$343,892
- Net gain from sales of assets
- -$608,558
- Other revenue
- $464,393
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $594,409
- Other salaries and wages
- $8,380,606
- Salaries, compensation and benefits (total)
- $10,537,299
- Professional fundraising fees
- $0
- Legal fees
- $26,905
- Accounting fees
- $124,614
- Occupancy
- $293,560
- Travel
- $74,746
- Depreciation
- $1,299,078
- Program services (functional)
- $22,934,052
- Management and general (functional)
- $5,643,093
Balance sheet and other
- Total assets, start of year
- $20,272,793
- Total assets, end of year
- $18,269,146
- Total liabilities, end of year
- $1,346,662
- Net assets, end of year
- $16,922,484
- Land, buildings and equipment
- $10,229,191
- Net assets without donor restrictions
- $16,922,484
- Gross receipts
- $27,723,421
- Employees
- 203
- Volunteers
- 255
- Year formed
- 1977
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR KEISHA LOWTHER | CHIEF MEDICAL OFFICER Officer | 40 | $227,243 | $0 |
| DORIAN BONAM | HIGHEST COMPENSATED EMPLOY Highest-paid employee | 40 | $205,742 | $2,645 |
| RUPAK MAHENDHAR | HIGHEST COMPENSATED EMPLOY Highest-paid employee | 40 | $200,074 | $1,118 |
| DR DANIEL LLOYD | HIGHEST COMPENSATED EMPLOY Highest-paid employee | 40 | $186,929 | $9,487 |
| DAVID GAY | CHIEF EXECUTIVE OFFICER Officer | 40 | $181,757 | $1,721 |
| DR JAMES WHITLEY | HIGHEST COMPENSATED EMPLOY Highest-paid employee | 40 | $163,077 | $9,571 |
| DR GARY WALTON | HIGHEST COMPENSATED EMPLOY Highest-paid employee | 40 | $148,767 | $8,260 |
| RAJUAN SHERMAN | CHIEF FINANCIAL OFFICER Officer | 40 | $101,780 | $9,668 |
| DAVID MORRIS | CHIEF OPERATIONS OFFICER Officer | 40 | $71,543 | $697 |
| CYNTHIA BURTON | PRESIDENT Trustee or director | 0.5 | $0 | $0 |
| DR CHARLOTTE CARTER | TREASURER Trustee or director | 0.5 | $0 | $0 |
| CAROLE HILL-SMITH | MEMBER AT LARGE Trustee or director | 0.5 | $0 | $0 |
| AUDREY ELLIS | SECRETARY Trustee or director | 0.5 | $0 | $0 |
| HON MARVIN WIGGINS | MEMBER AT LARGE Trustee or director | 0.5 | $0 | $0 |
| KANITA STURDIVANT | MEMBER AT LARGE Trustee or director | 0.5 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR REGINALD MOTLEY | MEMBER AT LARGE Trustee or director | 0.5 | $0 |
| MAYOR MICKEY WALKER | MEMBER AT LARGE Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR KEISHA LOWTHER | CHIEF MEDICAL OFFICER Officer | 40 | $240,004 | $0 |
| DR GARY WALTON | HIGHEST COMPENSATED EMPLOYEE Highest-paid employee | 40 | $192,361 | $8,393 |
| DR DANIEL LLOYD | HIGHEST COMPENSATED EMPLOYEE Highest-paid employee | 40 | $192,877 | $7,470 |
| DR YASMINE STRICKLAND | HIGHEST COMPENSATED EMPLOYEE Highest-paid employee | 40 | $178,295 | $5,604 |
| DAVID GAY | CHIEF EXECUTIVE OFFICER Officer | 40 | $180,762 | $1,658 |
| DR JAMES WHITLEY | HIGHEST COMPENSATED EMPLOYEE Highest-paid employee | 40 | $166,150 | $8,352 |
| DR COLLENA ROBERTSON | HIGHEST COMPENSATED EMPLOYEE Highest-paid employee | 40 | $168,229 | $4,940 |
| DR GWENN MCKENZIE | FORMER - HIGHEST COMPENSATED EMPLOYEE Former | 40 | $143,900 | $0 |
| RAJUAN SHERMAN | CHIEF FINANCIAL OFFICER Officer | 40 | $102,516 | $8,232 |
| DR TOYA BURTON | CHIEF OPERATIONS OFFICER Officer | 40 | $42,795 | $0 |
| CYNTHIA BURTON | PRESIDENT Trustee or director | 1 | $0 | $0 |
| DR CHARLOTTE CARTER | TREASURER Trustee or director | 1 | $0 | $0 |
| CAROLE HILL-SMITH | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| MAXIE THOMAS | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| AUDREY ELLIS | SECRETARY Trustee or director | 1 | $0 | $0 |
| JAMES MORTON | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| HON MARVIN WIGGINS | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| KANITA STURDIVANT | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| DR REGINALD MOTLEY | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| MAYOR MICKEY WALKER | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2731 ML KING JR BLVD, TUSCALOOSA, AL 35401-5235
- Principal officer (990 for 2024)
- RAJUAN SHERMAN, 2731 MARTIN LUTHER KING JR BLVD, TUSCALOOSA, AL 35401
- Signed the 990
- RAJUAN SHERMAN, CHIEF FINANCIAL OFFICER
- Phone
- (205) 758-6647
- Website
- HTTPS://WHATLEYHEALTH.ORG/
- Return prepared by
- PEARCE BEVILL LEESBURG MOORE PC
Mission
TO PROVIDE HEALTHCARE TO THE MEDICALLY UNDERSERVED AND UNINSURED.
Program accomplishments
- TO PROVIDE HEALTHCARE TO THE MEDICALLY UNDERSERVED AND UNINSURED.Expenses $16,551,273 · revenue $4,759,525
- TO PROVIDE A PHARMACY SERVICE TO THE MEDICALLY UNDERSERVED AND UNINSURED.Expenses $6,382,779 · revenue $12,263,043
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 63-0727781
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1977
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $18,269,146
- Income (IRS master file)
- $27,723,421
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $27,114,863 | $28,577,145 | $18,269,146 | XML |
| 990 | December 2023 | $26,796,047 | $25,895,167 | $20,272,793 | XML |
| 990 | December 2022 | $27,539,052 | $22,804,619 | $19,333,856 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 63-0727781).
Questions about WHATLEY HEALTH SERVICES INC
- What is the EIN of WHATLEY HEALTH SERVICES INC?
- The employer identification number (EIN) of WHATLEY HEALTH SERVICES INC is 63-0727781.
- Is WHATLEY HEALTH SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to WHATLEY HEALTH SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WHATLEY HEALTH SERVICES INC 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 WHATLEY HEALTH SERVICES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHATLEY HEALTH SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WHATLEY HEALTH SERVICES INC?
- The 990 for the year ended December 31, 2024 names RAJUAN SHERMAN.
- Who are the officers and directors of WHATLEY HEALTH SERVICES INC?
- The 990 for the year ended December 31, 2024 lists 17 people; 9 received compensation from the organization, the highest $227,243 (DR KEISHA LOWTHER, CHIEF MEDICAL OFFICER).
- How much revenue does WHATLEY HEALTH SERVICES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $27,114,863, expenses of $28,577,145 and total assets of $18,269,146 at year end.
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