United States Health & Housing
United States Health & Housing is a public charity based in Ozark, Alabama. The organization states that it provides nursing home care to elderly and disabled people and provides financial support to local governments and charitable organizations.
United States Health & Housing at a glance
In short: United States Health & Housing gave $196K across 10 grants in 2025 (avg $20K), mostly in Alabama. 10% of 2025 grantees were new. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $195,675
- +17.7% vs 2024
- Grants made (2025)
- 10
- +42.9% vs 2024
- Average grant
- $19,568
- -17.6% vs 2024
- Median grant
- $17,500
- Total assets
- $12,974,910
- +2.0% vs 2024
- New grantees (estimate)
- 10% first-time grantees (1 of 10, 2025; small sample)
- Primary geography
- Alabama (95% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to United States Health & Housing
- Contact
Mailing address: 929 Mixon School Road, Ozark, AL 36360
Phone: (334) 808-9995
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who United States Health & Housing funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Boys and Girls Club of Southeast AL ($30K). Together the top 9 received $188K.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 42 grants of 44 (95%).
Geographic Focus
Where this funder awards grants
The 2025 grants were concentrated in Alabama: 95% of grant dollars went to recipients in Alabama and 5% to recipients in California.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
States
Cities
Is United States Health & Housing open to new grantees?
10%
first-time grantees, 2025
In 2025, 1 of 10 grantees (10%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $8K; repeat grants $21K. How we count
Medians: $8K first-time, $20K repeat.
- 60% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+9%). Method
Estimate from itemized grant lists in IRS Form 990 filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $166K (2024) to $212K (2021). In 2025 it made 10 grants totaling $196K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boys and Girls Club of Southeast AL Ozark, AL | General Support | $30,000 |
| Ozark-Dale County Public Library Ozark, AL | General Support | $30,000 |
| Ozark-Dale County Humane Society Ozark, AL | General Support | $30,000 |
| Tennessee Riverkeepers Decatur, AL | General Support | $27,500 |
| Wiregrass Aviation Support Program Ozark, AL | General Support | $20,000 |
| Dale Co Sheriffs Aviation Unit Ozark, AL | General Support | $15,000 |
| Vivian B Adams School Ozark, AL | General Support | $15,000 |
| Liberty in North Korea Long Beach, CA | General Support | $10,000 |
| Shelby County Humane Society Columbiana, AL | General Support | $10,000 |
| Other Organizations Each 5000 Various, AL | General Support | $8,175 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $12,974,910 | $10,365,296 | $10,321,055 | $195,675 | 10 | $306,208 |
| 2024 | $12,725,285 | $12,199,348 | $10,019,886 | $166,250 | 7 | $243,398 |
| 2023 | $11,166,630 | $10,792,482 | $9,983,129 | $176,750 | 8 | $366,345 |
| 2022 | $10,389,566 | $11,062,616 | $9,540,942 | $179,491 | 10 | $177,719 |
| 2021 | $9,035,942 | $10,250,482 | $10,161,224 | $212,300 | 9 | $23,599 |
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The organization’s stated mission is to engage in civic and charitable activities and to establish, operate, and maintain nursing homes and related health care services and facilities, low-income housing facilities, and retirement housing facilities for the elderly. Its stated primary purpose is to provide nursing home care to elderly and disabled people. It also reports providing financial support to local governments and charitable organizations.
The 2025 grants included support for organizations with varied missions. The Boys & Girls Club of Ozark describes its mission as serving youth in Ozark and Dale County. The Ozark-Dale County Library says it provides free access to a variety of ideas and resources for people in Ozark and Dale County. Tennessee Riverkeeper’s mission is to protect and restore clean water, biological life, recreation, and aesthetic values in the Tennessee and Cumberland rivers and their tributaries. Vivian B. Adams School Board says it provides educational opportunities for people with mental and physical disabilities. The Humane Society of Shelby County says it cares for homeless, abused, neglected, and abandoned animals and educates the community about animal ownership and protection. Link Global says it works alongside North Korean people, including by supporting North Korean refugees and increasing access to outside information and technology.
Grantmaking
In filing year 2025, the organization reported 10 grants totaling $195,675. Grant amounts ranged from $8,175 to $30,000, with a median grant of $17,500. All listed grants were for general support.
The largest 2025 awards included $30,000 each to the Boys and Girls Club of Southeast Alabama, the Ozark-Dale County Public Library, and the Ozark-Dale County Humane Society; $27,500 to Tennessee Riverkeeper; $20,000 to the Wiregrass Aviation Support Program; and $15,000 each to the Dale County Sheriff’s Aviation Unit and Vivian B. Adams School. Other listed awards were $10,000 to Liberty in North Korea and $10,000 to the Shelby County Humane Society, plus $8,175 to other organizations.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists V Hugo Marx IV as president, Sherry Roberts as administrator, Kathy Ingalls as director, Dana Murrey as assistant director of nursing, Lisa T. Marx as secretary, Hugo Marx III as vice-president, and Valerie Levens as nurse.
United States Health & Housing is led by V. Hugo Marx IV, President on every filing since 2021; all 7 officers listed in 2025 are compensated.
Officers on the 2025 filing
V. Hugo Marx IV
President
On filings since 2021
40 hrs/week
$173K (2021) → $186K (2025)
Kathy Ingalls
Director of
On filings since 2021
40 hrs/week
$156K (2021) → $167K (2025)
Dana Murrey
Assistant Director Nur
Assistant Director of → Assistant Director, 2024
Assistant Director → Assistant Director Nur, 2025
On filings since 2021
40 hrs/week
$124K (2021) → $147K (2025)
Hugo Marx III
Vice President
On filings since 2021
30 hrs/week
$112K (2021) → $121K (2025)
Lisa T. Marx
Secretary
On filings since 2021
40 hrs/week
$112K (2021) → $123K (2025)
Sherry Roberts
Administrator
On filings since 2021
40 hrs/week
$161K (2021) → $168K (2025)
Valerie Levens
Nurse
Licensed Pra → Nurse, 2025
On filings since 2023
40 hrs/week
$102K (2023) → $116K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $186K, to V Hugo Marx IV (President). 7 officers or directors reported compensation on that filing.
Frequently asked questions about United States Health & Housing
How much does United States Health & Housing give each year?
United States Health & Housing gave $196K across 10 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $166K across 7 grants.
What is United States Health & Housing's typical grant size?
United States Health & Housing's median grant in 2025 was $17,500, and its average grant was $19,568, across 10 grants on its 2025 IRS Form 990. Organizations receiving their first grant from United States Health & Housing that year got $8K on average.
Where does United States Health & Housing give grants?
United States Health & Housing gives mostly in Alabama: 95% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest state was California (5%). The most frequent recipient cities were Ozark, AL (6 grants).
Does United States Health & Housing give general operating support?
Yes: 100% of United States Health & Housing's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990.
Who are United States Health & Housing's largest grantees?
United States Health & Housing's largest 2025 grantees include Boys and Girls Club of Southeast AL ($30,000), Ozark-Dale County Public Library ($30,000) and Ozark-Dale County Humane Society ($30,000), according to its 2025 IRS Form 990. Together they received 46% of its itemized 2025 grant dollars.
How large is United States Health & Housing?
United States Health & Housing reported $13.0M in total assets on its 2025 IRS Form 990. Its revenue that year was $10.4M.
What does United States Health & Housing fund?
The organization’s stated mission is to engage in civic and charitable activities and to establish, operate, and maintain nursing homes and related health care services and facilities, low-income housing facilities, and retirement housing facilities for the elderly. See mission & focus areas ↑
How do I apply for a grant from United States Health & Housing?
United States Health & Housing has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is United States Health & Housing's EIN?
United States Health & Housing's EIN (Employer Identification Number) is 63-0975107. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS October 12, 2021)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 3, 2022)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 7, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS October 10, 2024)
- Updated Form 990 for fiscal year 2025 (received by the IRS November 12, 2025)
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in United States Health & Housing's focus areas in our free grants database
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Cite this profile
Grantable. (2026). United States Health & Housing funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/united-states-health-and-housing-morg_9396ff228b7f43468a01ff07f1cedbc1
BibTeX
@misc{grantable_630975107_2026,
author = {{Grantable}},
title = {{United States Health \& Housing funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/united-states-health-and-housing-morg_9396ff228b7f43468a01ff07f1cedbc1},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from United States Health & Housing's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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