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Nonprofiteer
← MOBILE INFIRMARY ASSOCIATION

Form 990 for tax year 2022

Filed by MOBILE INFIRMARY ASSOCIATION.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 26 January 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$582,134,602
Total expenses
$558,030,730
Contributions and grants received
$1,403,209
Grants paid
$0
Program service revenue
$577,204,732
Investment income
$3,438,469
Other revenue
$88,192
Total assets, end of year
$771,032,622
Total liabilities, end of year
$171,214,555
Net assets or fund balances, end of year
$599,818,067
Program services expenses (Part IX)
$370,519,623
Management and general expenses
$187,511,107
Fundraising expenses
$0
Program service expenses (Part III)
$370,519,623

Program services were 66.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $173,011

  • 1f · All other contributions, gifts and grants

    $1,230,198

  • 2a · Program service revenue: PROGRAM SERVICE REVENUE

    total $568,357,992 · related or exempt $568,357,992

  • 2b · Program service revenue: OTHER PROGRAM SERVICE REVENUE

    total $7,514,165 · related or exempt $7,514,165

  • 2c · Program service revenue: REFERENCE LAB REVENUE

    total $1,332,575 · unrelated business $1,332,575

  • 3 · Investment income

    total $1,920,924 · excluded $1,920,924

  • 7a · Gross sales of assets other than inventory

    securities $55,700,784 · other assets $5,643

  • 7b · Less cost or other basis and sales expenses

    securities $54,185,162 · other assets $3,720

  • 7c · Gain or loss

    securities $1,515,622 · other assets $1,923

  • 7d · Net gain or loss

    total $1,517,545 · excluded $1,517,545

  • 11a · Other revenue: CAFETERIA REVENUE

    total $88,192 · excluded $88,192

  • 11e · Other revenue, total

    $88,192

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $950,816 · program services $47,541 · management and general $903,275

  • 7 · Other salaries and wages

    total $167,945,883 · program services $147,905,968 · management and general $20,039,915

  • 8 · Pension plan contributions

    total $4,365,082 · program services $4,065 · management and general $4,361,017

  • 9 · Other employee benefits

    total $19,400,487 · program services $12,446 · management and general $19,388,041

  • 10 · Payroll taxes

    total $10,251,356 · program services $9,547 · management and general $10,241,809

  • 11a · Fees: management

    total $22,102,834 · program services $3,303,941 · management and general $18,798,893

  • 11b · Fees: legal

    total $439,273 · management and general $439,273

  • 11g · Fees: other

    total $23,776,615 · program services $19,965,249 · management and general $3,811,366

  • 12 · Advertising and promotion

    total $724,981 · management and general $724,981

  • 13 · Office expenses

    total $5,938,004 · program services $981,653 · management and general $4,956,351

  • 14 · Information technology

    total $11,568,840 · management and general $11,568,840

  • 16 · Occupancy

    total $6,239,962 · management and general $6,239,962

  • 17 · Travel

    total $117,346 · management and general $117,346

  • 20 · Interest

    total $4,079,762 · management and general $4,079,762

  • 22 · Depreciation, depletion and amortization

    total $16,148,993 · management and general $16,148,993

  • 23 · Insurance

    total $6,021,450 · management and general $6,021,450

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $132,725,787 · program services $131,754,318 · management and general $971,469

  • 24b · Other expenses: OTHER PURCHASED SERVICES

    total $34,706,879 · program services $18,899,810 · management and general $15,807,069

  • 24c · Other expenses: PROVISION FOR BAD DEBT

    total $26,611,954 · program services $26,611,954

  • 24d · Other expenses: SHARED SERVICES

    total $20,747,936 · program services $4,940,867 · management and general $15,807,069

  • 24e · All other expenses

    total $43,166,490 · program services $16,082,264 · management and general $27,084,226

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $648,370 · end of year $162,803

  • 2 · Savings and temporary cash investments

    beginning of year $105,807,945 · end of year $61,345,948

  • 4 · Accounts receivable

    beginning of year $72,282,219 · end of year $112,029,344

  • 7 · Other notes and loans receivable

    beginning of year $186,244,388 · end of year $209,914,203

  • 8 · Inventories for sale or use

    beginning of year $7,240,267 · end of year $7,988,931

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,285,662 · end of year $3,555,952

  • 10a · Land, buildings and equipment: cost or other basis

    $444,488,695

  • 10b · Land, buildings and equipment: accumulated depreciation

    $371,164,298

  • 10c · Land, buildings and equipment, net

    beginning of year $76,456,676 · end of year $73,324,397

  • 11 · Investments: publicly traded securities

    beginning of year $318,856,890 · end of year $279,410,269

  • 15 · Other assets

    beginning of year $30,121,837 · end of year $23,300,775

  • 17 · Accounts payable and accrued expenses

    beginning of year $74,607,901 · end of year $64,992,695

  • 19 · Deferred revenue

    end of year $296,095

  • 25 · Other liabilities

    beginning of year $118,559,905 · end of year $105,925,765

  • 27 · Net assets without donor restrictions

    beginning of year $614,628,515 · end of year $593,926,021

  • 28 · Net assets with donor restrictions

    beginning of year $5,147,933 · end of year $5,892,046

Mission and programs · 2022

Mission

OUR MISSION IS "LIFE," LEADERSHIP-INTEGRITY-FAMILY-EXCELLENT SERVICE. TO PROVIDE QUALITY PATIENT CARE THROUGH A DYNAMIC HEALTHCARE SYSTEM.

  • MOBILE INFIRMARY ASSOCIATION ("MOBILE INFIRMARY") IS LICENSED TO OPERATE 677 BEDS IN THE MOBILE INFIRMARY MEDICAL CENTER INCLUDING 41 PHYSICAL REHABILITATION BEDS IN THE J.L. BEDSOLE/ROTARY REHABILITATION HOSPITAL DIVISION, PROVIDING SERVICES NECESSARY TO DELIVER ESSENTIAL HEALTHCARE TO THE GULF COAST COMMUNITY REGARDLESS OF RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP, OR AGE. DURING THE FISCAL YEAR ENDED MARCH 31, 2023, MOBILE INFIRMARY SERVICED OVER 23,800 INPATIENTS AND PROVIDED OVER 275,000 OUTPATIENT SERVICES, DELIVERED 812 BABIES, AND PERFORMED ALMOST 21,400 SURGERIES, INCLUDING 300 OPEN-HEART CASES. MOBILE INFIRMARY OPERATES A FULL-TIME LEVEL II EMERGENCY DEPARTMENT, OPEN TO ALL PERSONS WITHOUT REGARD FOR ABILITY TO PAY, WHICH TREATED OVER 62,700 PEOPLE DURING THE YEAR. THERE ARE MORE THAN 650 PHYSICIANS ON THE OPEN MEDICAL STAFF. (CONTINUED ON SCHEDULE O) AS THE FIRST HOSPITAL IN THE REGION TO ACQUIRE THE DA VINCI SURGICAL SYSTEM (ONE OF THE MOST PRECISE AND LEAST INVASIVE SURGICAL TREATMENTS AVAILABLE), MOBILE INFIRMARY HAS THE MOST COMPREHENSIVE ROBOTIC PROGRAM ALONG THE GULF COAST. THE DA VINCI SYSTEM PUTS THE SURGEON'S HANDS AT THE CONTROLS OF A STATE-OF-THE-ART ROBOTIC PLATFORM WITH 3D, HIGH- DEFINITION VISION AND MINIATURIZED, WRISTED INSTRUMENTS DESIGNED TO HELP DOCTORS TAKE SURGERY BEYOND THE LIMITS OF THE HUMAN HAND. THE DA VINCI SYSTEM ENABLES SURGEONS TO PERFORM EVEN THE MOST COMPLEX AND DELICATE PROCEDURES THROUGH VERY SMALL INCISIONS WITH UNMATCHED PRECISION. ALL SURGERIES ARE PERFORMED WITH A TEAM OF HIGHLY SKILLED AND TRAINED MEDICAL PROFESSIONALS. IN 2012, INFIRMARY HEALTH (AN AFFILIATED COMPANY) FORMED A VOLUNTEER COMMITTEE TO SERVE AS A GOVERNING BODY FOR COMMUNITY INVOLVEMENT FOR THE SYSTEM, INCLUDING MOBILE INFIRMARY. THIS COMMITTEE, KNOWN AS IHELP, HELPS BETTER MANAGE STAFF AND ORGANIZATIONAL RESOURCES BY ESTABLISHING A PROCESS TO EVALUATE COMMUNITY NEEDS AND ENSURE OUR COMMUNITY PROJECTS ARE IN LINE WITH OUR MISSION. THE OPERATION BOUNCE-BACK PROGRAM OFFERS MEDICALLY SUPERVISED EXERCISE, EDUCATION, AND COUNSELING TO PATIENTS WITH CARDIOVASCULAR DISEASES. THE PROGRAM ASSISTS THEM IN LEADING PRODUCTIVE AND ACTIVE LIVES. OPERATION BOUNCE-BACK IS ONE OF THE 10 LARGEST CARDIAC REHABILITATION PROGRAMS IN THE UNITED STATES AND THE FIRST CARDIAC REHABILITATION PROGRAM IN ALABAMA. PATIENTS OF ALL AGES, AND WITH MANY FORMS OF HEART DISEASE, BENEFIT FROM THE PROGRAM. MOBILE INFIRMARY PARTICIPATES IN THE MEDICARE AND MEDICAID PROGRAMS. IN ADDITION TO THAT, MOBILE INFIRMARY PROVIDES CARE TO PATIENTS WHO MEET THE CRITERIA OF ITS FINANCIAL ASSISTANCE POLICY. THE ORGANIZATION HAS EXPANDED THE FEDERAL POVERTY GUIDELINES TO AFFORD CHARITABLE CARE TO LARGER NUMBERS OF ITS PATIENT POPULATION. ALSO, AS A RESULT OF OPERATING THE ONLY HOSPITAL BASED INPATIENT PSYCHIATRIC UNIT IN THE COMMUNITY FOR ADULTS, THERE IS A SIGNIFICANT AMOUNT OF INDIGENT CARE PROVIDED THROUGH THIS SERVICE. THE TOTAL AMOUNT OF CHARGES FOREGONE FOR HEALTHCARE SERVICES AND SUPPLIES FURNISHED UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY FOR FISCAL- YEAR ENDING 2023 WAS OVER 20,838,000, INCLUDING PRESUMPTIVELY ELIGIBLE PATIENTS. THE DEBAKEY DRUG EDUCATION PROGRAM VEHICLE TRAVELS TO SCHOOLS THROUGHOUT FIVE COUNTIES OF SOUTHWEST ALABAMA TO EDUCATE CHILDREN ABOUT THE DANGERS OF ILLEGAL DRUG AND SUBSTANCE ABUSE. IN ADDITION TO VISITING PUBLIC, PRIVATE AND PAROCHIAL SCHOOLS, THE VEHICLE IS AVAILABLE FOR COMMUNITY EVENTS AND OTHER SPECIAL PROGRAMS. RECOGNIZED BY THE AMERICAN HOSPITAL ASSOCIATION, THE VEHICLE WAS THE FIRST OF ITS KIND IN THE COUNTRY. SINCE IT BEGAN IN 1994, MORE THAN 210,000 STUDENTS HAVE PARTICIPATED IN THE PROGRAM. MOBILE INFIRMARY OPERATES A CHARITY PHARMACY PROGRAM THAT CONNECTS LOW INCOME PATIENTS WHO QUALIFY WITH FREE MEDICATIONS THAT THEY MAY NOT OTHERWISE GET FILLED DUE TO THE COSTS. DURING THE FISCAL YEAR ENDING MARCH 31, 2023, MOBILE INFIRMARY PROVIDED OVER 76,000 IN FREE MEDICATIONS. THE MOBILE INFIRMARY CASE MANAGEMENT DEPARTMENT ALSO HELPS OTHER PATIENTS REGISTER FOR INDUSTRY SPONSORED PROGRAMS THAT HELP PATIENTS GET PRESCRIPTIONS FILLED AT NO OR REDUCED COST. MOBILE INFIRMARY OPERATES THE E.A. ROBERTS ALZHEIMER'S CENTER WHICH IS THE FIRST ADULT DAY CENTER IN SOUTH ALABAMA DESIGNED SPECIFICALLY FOR PEOPLE WITH ALZHEIMER'S DISEASE AND OTHER FORMS OF DEMENTIA. THE CENTER IS A SECURE, 8,000-SQUARE-FOOT BUILDING WHICH INCLUDES LIVING ROOM AREAS, A DEN, A KITCHEN, REST AREAS, ENCLOSED COURTYARDS WITH FOUNTAINS, SCREENED PORCHES, AND A LARGE FENCED YARD COMPLETE WITH A WALKING PATH AND PUTTING GREEN. PATIENTS RECEIVE A VARIETY OF THERAPIES TO IMPROVE THEIR COGNITIVE ABILITIES AND PHYSICAL WELLBEING. ADDITIONALLY, THE E. A. ROBERTS ALZHEIMER'S CENTER PROVIDES SERVICES TO CAREGIVERS INCLUDING AN ALZHEIMER'S SUPPORT GROUP THAT MEETS REGULARLY. THE CENTER HOSTS COMMUNITY RESOURCE EXPERTS TO ASSIST CLIENT'S FAMILIES WITH ISSUES LIKE FINANCIAL PLANNING, HEALTH EDUCATION AND STRESS MANAGEMENT. THESE SERVICES ARE PROVIDED AT NO CHARGE TO THE COMMUNITY. WITH THE GOAL OF BRINGING AWARENESS TO AMERICAN HEART MONTH AND HEART DISEASE, INFIRMARY HEALTH PARTICIPATED IN THE AMERICAN HEART ASSOCIATION'S ANNUAL MOBILE COUNTY HEART WALK IN NOVEMBER 2022. OPERATION BOUNCE-BACK PATIENTS ALSO PARTICIPATED IN THE WALK. ADDITIONALLY, THROUGH INFIRMARY HEALTH'S 10,000 SPONSORSHIP TO AHA, MOBILE INFIRMARY DONATED CPR TRAINING KITS TO THE BOYS & GIRLS CLUB OF SOUTH ALABAMA. THE KITS PROVIDE HANDS-ON LEARNING EXPERIENCES AND EVERYTHING NEEDED TO TRAIN 10 STUDENTS AT ONCE IN CPR. IN FEBRUARY 2023, INFIRMARY HEALTH RAISED AWARENESS FOR HEART MONTH. IN ADDITION TO PUBLISHING EDUCATIONAL INFORMATION ACROSS ITS WEBSITE AND SOCIAL MEDIA CHANNELS, INFIRMARY HEALTH HOSTED ITS ANNUAL FREE HEART SCREENINGS TITLED "GO RED GULF COAST." EACH OF THE INFIRMARY FITNESS CENTERS HOSTED A SCREENING IN PARTNERSHIP WITH THE LOCAL FOX AFFILIATE, AND MORE THAN 200 PARTICIPANTS RECEIVED FREE BLOOD PRESSURE AND GLUCOSE LEVEL CHECKS. INFIRMARY HEALTH STAFF EACH VOLUNTEERED THREE HOURS THE DAY OF THE EVENT TO CONDUCT THE CHECKS. ADDITIONALLY, IN MOBILE, OPERATION BOUNCE-BACK AND INFIRMARY HEALTH'S STROKE COORDINATORS PROVIDED FREE BLOOD PRESSURE CHECKS AT THE CITY'S GO RED EVENT. THE MOBILE MAYOR DECLARED FRIDAY, FEBRUARY 3, 2023 AS WEAR RED DAY AND THANKED INFIRMARY HEALTH STAFF FOR THEIR WORK AT THE EVENT. MAY MARKS STROKE AWARENESS MONTH, AND TO CELEBRATE, MOBILE INFIRMARY'S STROKE TEAM ARRANGED FOR SEVERAL COMMUNITY OUTREACH EFFORTS. THESE INCLUDED A COLORING CONTEST FOR LOCAL ELEMENTARY-AGED STUDENTS, WHICH INCLUDED A FREE COLORING BOOK FEATURING BEFAST (AN ACRONYM TO RECOGNIZE THE SYMPTOMS OF STROKE). MORE THAN 150 CHILDREN PARTICIPATED IN THE CONTEST. ADDITIONALLY, AS THE STROKE PROGRAM AT MOBILE INFIRMARY CONTINUES TO GROW, THE STROKE COORDINATORS WERE ACTIVE IN PROVIDING COMMUNITY OUTREACH EDUCATION THROUGHOUT FY23. THE COORDINATORS ATTENDED 13 EVENTS THROUGHOUT THE YEAR AND PROVIDED STROKE EDUCATION TO NEARLY 1,700 STUDENTS AND COMMUNITY MEMBERS. INFIRMARY HEALTH SUPPORTS ITS LOCAL AMERICAN CANCER SOCIETY (ACS) CHAPTER WITH NUMEROUS FUNDRAISERS AND EVENTS THROUGH VOLUNTEER, IN-KIND, AND FINANCIAL CONTRIBUTIONS SUCH AS MAKING STRIDES AGAINST BREAST CANCER, CHILI COOK-OFF, PINK PEARLS SUPPORT GROUP, AND NUMEROUS OTHER ACS EVENTS THROUGHOUT THE YEAR. IN OCTOBER 2022, INFIRMARY HEALTH PARTICIPATED AS THE SURVIVOR SPONSOR IN ACS'S ANNUAL MAKING STRIDES AGAINST BREAST CANCER WALK. IN ADDITION TO PARTICIPATING IN THE WALK, INFIRMARY HEALTH EMPLOYEES PURCHASED T-SHIRTS, HONOR FLAGS FOR THEIR LOVED ONES, AND BUTTONS. THE FUNDRAISING EFFORTS GENERATED 2,500 FOR ACS. IN MARCH 2023, INFIRMARY HEALTH RAISED MONEY FOR ACS'S COLON CANCER AWARENESS EVENT, CHILI COOK OFF. EACH HOSPITAL SOLD T-SHIRTS AND TICKETS TO THE EVENT. IN TOTAL, 650 SHIRTS WERE SOLD, AND 2,390 WAS GIVEN BACK TO ACS. INFIRMARY HEALTH EMPLOYEES NOT ONLY HAVE A TEAM EACH YEAR FOR THE MAKING STRIDES AGAINST BREAST CANCER WALK AND THE CHILI COOK OFF, BUT EMPLOYEES ALSO SERVE ON THE PLANNING COMMITTEE FOR THE EVENT. INFIRMARY HEALTH SERVES AS A FLAGSHIP SPONSOR FOR THE CHILI COOK OFF EVENT THAT HAD MORE THAN 8,000 PARTICIPANTS AND IS THE SURVIVOR SPONSOR FOR THE BREAST CANCER WALK THAT HAS NEARLY 4,000 WALKERS. INFIRMARY HEALTH AND INFIRMARY CANCER CARE ROLLED OUT ITS MOBILE CANCER SCREENING UNIT IN FEBRUARY 2019. THE MOBILE SCREENING UNIT HELPS ADDRESS THE NEED FOR ACCESS TO CARE IN RURAL COMMUNITIES. IN FY2023, THE UNIT TRAVELED TO MANY OUTLYING AREAS OF MOBILE COUNTY, INCLUDING TILLMAN'S CORNER, EIGHT MILE, GROVE HILL AND OTHERS. IN TOTAL, THE UNIT TRAVELED TO MORE THAN 20 EVENTS AND PROVIDED FREE SCREENING AND EDUCATION TO NEARLY 1,900 INDIVIDUALS. PROSTATE CANCER AWARENESS MONTH FALLS EACH SEPTEMBER, AND IN 2022, INFIRMARY CANCER CARE BROUGHT BACK FREE PROSTATE PSA SCREENINGS FOR THE COMMUNITY. THE EVENTS WERE HELD IN PARTNERSHIP WITH THE LOCAL FOX AFFILIATE AT EACH INFIRMARY FITNESS CENTERS. MORE THAN 300 MEN OVER T

    Expenses $370,519,623 · Revenue $575,852,998

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • D Mark Nix

    PRESIDENT &

    Total calculated
    $1,934,247
    From this org
    $0
    From related orgs
    $1,875,310
    Other
    $58,937
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,324,545 related
    Bonus
    not reported + $535,705 related
    Other
    not reported + $15,060 related
    Deferred
    not reported + $36,600 related
    Nontaxable benefits
    not reported + $22,337 related
    Filer's total
    not reported + $1,934,247 related
  • Thaddeus Beeker

    DIRECTOR

    Total calculated
    $1,094,342
    From this org
    $0
    From related orgs
    $1,075,387
    Other
    $18,955
    Hours/week
    0.1

    Schedule J breakdown matched by us

    Base
    not reported + $1,075,331 related
    Bonus
    not reported
    Other
    not reported + $56 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $18,955 related
    Filer's total
    not reported + $1,094,342 related
  • Michael O'Dowd

    DIRECTOR

    Total calculated
    $919,127
    From this org
    $0
    From related orgs
    $901,178
    Other
    $17,949
    Hours/week
    0.1

    Schedule J breakdown matched by us

    Base
    not reported + $901,033 related
    Bonus
    not reported
    Other
    not reported + $145 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $17,949 related
    Filer's total
    not reported + $919,127 related
  • Joe T Stough III

    VICE PRESIDE

    Total calculated
    $915,703
    From this org
    $0
    From related orgs
    $797,907
    Other
    $117,796
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $518,863 related
    Bonus
    not reported + $202,384 related
    Other
    not reported + $76,660 related
    Deferred
    not reported + $92,474 related
    Nontaxable benefits
    not reported + $25,322 related
    Filer's total
    not reported + $915,703 related
  • Joseph L Denton

    ASSISTANT TR

    Total calculated
    $889,628
    From this org
    $0
    From related orgs
    $766,132
    Other
    $123,496
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $502,701 related
    Bonus
    not reported + $190,143 related
    Other
    not reported + $73,288 related
    Deferred
    not reported + $100,924 related
    Nontaxable benefits
    not reported + $22,572 related
    Filer's total
    not reported + $889,628 related
  • William Admire

    CMO

    Total calculated
    $720,848
    From this org
    $654,883
    From related orgs
    $0
    Other
    $65,965
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $425,997
    Bonus
    $173,690
    Other
    $55,196
    Deferred
    $49,993
    Nontaxable benefits
    $15,972
    Filer's total
    $720,848
  • Scott A Browning

    ASST SECRETA

    Total calculated
    $598,444
    From this org
    $0
    From related orgs
    $524,565
    Other
    $73,879
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $357,232 related
    Bonus
    not reported + $120,971 related
    Other
    not reported + $46,362 related
    Deferred
    not reported + $49,807 related
    Nontaxable benefits
    not reported + $24,072 related
    Filer's total
    not reported + $598,444 related
  • Christopher Gamard

    DIRECTOR

    Total calculated
    $557,906
    From this org
    $0
    From related orgs
    $535,851
    Other
    $22,055
    Hours/week
    0.1

    Schedule J breakdown matched by us

    Base
    not reported + $535,758 related
    Bonus
    not reported
    Other
    not reported + $93 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $22,055 related
    Filer's total
    not reported + $557,906 related
  • Kern A Wilson

    ASSISTANT TR

    Total calculated
    $492,232
    From this org
    $0
    From related orgs
    $397,150
    Other
    $95,082
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $259,881 related
    Bonus
    not reported + $90,430 related
    Other
    not reported + $46,839 related
    Deferred
    not reported + $75,600 related
    Nontaxable benefits
    not reported + $19,482 related
    Filer's total
    not reported + $492,232 related
  • Ursula Lawrence

    CNO

    Total calculated
    $405,214
    From this org
    $360,216
    From related orgs
    $0
    Other
    $44,998
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $267,887
    Bonus
    $65,387
    Other
    $26,942
    Deferred
    $35,834
    Nontaxable benefits
    $9,164
    Filer's total
    $405,214
  • William Maurer

    PERFUSIONIST

    Total calculated
    $239,544
    From this org
    $196,271
    From related orgs
    $0
    Other
    $43,273
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $179,519
    Bonus
    $8,432
    Other
    $8,320
    Deferred
    $21,112
    Nontaxable benefits
    $22,161
    Filer's total
    $239,544
  • Joseph Harrison

    PERFUSIONIST

    Total calculated
    $220,536
    From this org
    $181,968
    From related orgs
    $0
    Other
    $38,568
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $168,965
    Bonus
    $5,039
    Other
    $7,964
    Deferred
    $14,536
    Nontaxable benefits
    $24,032
    Filer's total
    $220,536
  • S Nguyen

    PHARMACIST

    Total calculated
    $215,910
    From this org
    $186,918
    From related orgs
    $0
    Other
    $28,992
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $185,080
    Bonus
    not reported
    Other
    $1,838
    Deferred
    $6,660
    Nontaxable benefits
    $22,332
    Filer's total
    $215,910
  • Jim Vogel

    PERFUSIONIST

    Total calculated
    $213,979
    From this org
    $172,471
    From related orgs
    $0
    Other
    $41,508
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $164,545
    Bonus
    not reported
    Other
    $7,926
    Deferred
    $18,793
    Nontaxable benefits
    $22,715
    Filer's total
    $213,979
  • Corey Jackson

    PULMONARY

    Total calculated
    $209,469
    From this org
    $189,156
    From related orgs
    $0
    Other
    $20,313
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $185,546
    Bonus
    not reported
    Other
    $3,610
    Deferred
    $4,358
    Nontaxable benefits
    $15,955
    Filer's total
    $209,469
  • Laura Shaver

    TRUSTEE/DIRE

    Total calculated
    $61,977
    From this org
    $0
    From related orgs
    $61,977
    Other
    $0
    Hours/week
    0.01

    Schedule J breakdown matched by us

    Base
    not reported + $61,974 related
    Bonus
    not reported
    Other
    not reported + $3 related
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $61,977 related
  • Mollie S Buffkin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Laura Morrissette Clark

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.1
  • Michael E Damrich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Robert S Frost

    VICE-CHAIRMA

    Total calculated
    $0
    Hours/week
    0.1
  • Michael Holberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Frank J Lott III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Allen H Ladd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Ashleigh Leland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Michael E Pierce

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Christopher C Watkins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • John White-Spunner

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.1

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.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 4
JOE T. STOUGH, III 0 78,749 0 JOSEPH L. DENTON 0 74,999 0 WILLIAM ADMIRE 0 40,843 0 SCOTT A. BROWNING 0 36,082 0 KERN A. WILSON 0 39,000 0 URSULA LAWRENCE 0 26,684 0
SCHEDULE J, PART III
COMPENSATION OF THE ORGANIZATION'S CEO SCHEDULE J, PART I, LINE 3: THE ORGANIZATION'S PARENT COMPANY INFIRMARY HEALTH SYSTEM, INC. ESTABLISHES THE PRESIDENT/CEO'S COMPENSATION. THE AMOUNT IS DETERMINED THROUGH A VARIETY OF RESOURCES INCLUDING A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS, AND APPROVAL BY THE BOARD OF DIRECTORS. SCHEDULE J, PART I, LINE 7: EACH FISCAL YEAR, INFIRMARY HEALTH SYSTEM, INC. AND ITS AFFILIATES ESTABLISH CORPORATE AND INDIVIDUAL GOALS BASED ON STRATEGIC INITIATIVES APPROVED BY THE BOARD OF DIRECTORS. THE GOALS ENSURE FOCUS ON AREAS SUCH AS: SAFETY, QUALITY, SERVICE, FINANCE, COMMUNITY, AND LEADERSHIP. A BOARD APPROVED COMPENSATION PHILOSOPHY OUTLINES THE PAYMENT OF ANNUAL INCENTIVES IF THE ESTABLISHED GOALS/CRITERIA ARE MET. GOAL SETTING AND ACCOMPLISHMENTS ARE REVIEWED ANNUALLY BY AN INTERNAL EXECUTIVE COMMITTE AND APPROVED BY THE COMPENSATION COMMITTEE AND THE BOARD OF DIRECTORS. THE BOARD OR AUTHORIZED COMMITTEE THEREOF HAS THE DISCRETION TO DENY OR REDUCE PAYMENT UNDER THIS COMPENSATION PLAN DEPENDENT ON THE PARTICULAR FACTS AND CIRCUMSTANCES. SCHEDULE J, PART III, LINE 4B THE INFIRMARY HEALTH 457(F) PLAN IS A TYPE OF NONQUALIFIED DEFERRED COMPENSATION PLAN THAT TAX-EXEMPT ORGANIZATIONS CAN ESTABLISH FOR THEIR EMPLOYEES. THIS PLAN IS FUNDED ENTIRELY BY THE EMPLOYER FOR THE BENEFIT OF ITS PARTICIPANTS. THE ELIGIBILITY FOR THIS PLAN IS LIMITED TO HIGHLY COMPENSATED EMPLOYEES, SUCH AS VICE PRESIDENTS AND ABOVE, OF THE ORGANIZATION AND MUST BE DESIGNATED AS ELIGIBLE BEFORE CONTRIBUTIONS CAN BE MADE. THE AMOUNT OF ANNUAL EMPLOYER CONTRIBUTIONS IS DETERMINED AS A PERCENT OF BASE SALARY FOR EACH ELIGIBLE PARTICIPANT. THE PARTICIPANT DESIGNATES THE ALLOCATION OF THE CONTRIBUTION IN THE FUND SELECTION IN THE PLAN AS WELL AS FUTURE VESTING DATES. THE EARLIEST THAT A PARTICIPANT MAY VEST IN A PARTICULAR YEARS BENEFIT IS FIVE YEARS. ONCE VESTED THE BENEFIT BECOMES TAXABLE AS WELL AS EARNINGS ON THE CONTRIBUTION AND IS PAID THROUGH NORMAL PAYROLL PROCESSING TO THE PARTICIPANT.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • GULF HEALTH MANAGEMENT SVCS INC

    C CORP · MANAGEMENT · AL

    Directly controlled by IHS INFIRMARY HEALTH SYSTEM INC

  • INFIRMARY MEDICAL CLINICS PC & SUBS

    C CORP · PHYS OFFIC · AL

    Directly controlled by IHS INFIRMARY HEALTH SYSTEM INC

  • AMERICAN OAK HILL ASSURANCE LTD

    C CORP · SELF-INSUR · BD

    Directly controlled by IHS INFIRMARY HEALTH SYSTEM INC

  • PROF & COMP GEN PAT SELF INS TRUST

    TRUST · SELF-INSUR · AL

    Directly controlled by IHS INFIRMARY HEALTH SYSTEM INC

  • WORKER'S COMPENSATION TRUST

    TRUST · SELF-INSUR · AL

    Directly controlled by IHS INFIRMARY HEALTH SYSTEM INC

Provenance

Return type
form_990
Tax year
2022
Filed
25 January 2024
IRS schema version
2022v5.0
Source object
202430259349300108

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