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This return was superseded by a later amendment.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 NixD 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 BeekerTHADDEUS 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'DowdMICHAEL 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 IIIJOE 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 DentonJOSEPH 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 AdmireWILLIAM 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 BrowningSCOTT 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 GamardCHRISTOPHER 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 WilsonKERN 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 LawrenceURSULA 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 MaurerWILLIAM 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 HarrisonJOSEPH 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 NguyenS 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 VogelJIM 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 JacksonCOREY 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 ShaverLAURA 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 BuffkinMOLLIE S BUFFKIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Laura Morrissette ClarkLAURA MORRISSETTE CLARK
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.1
-
Michael E DamrichMICHAEL E DAMRICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Robert S FrostROBERT S FROST
VICE-CHAIRMA
- Total calculated
- $0
- Hours/week
- 0.1
-
Michael HolbergMICHAEL HOLBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Frank J Lott IIIFRANK J LOTT III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Allen H LaddALLEN H LADD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Ashleigh LelandASHLEIGH LELAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Michael E PierceMICHAEL E PIERCE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Christopher C WatkinsCHRISTOPHER C WATKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
John White-SpunnerJOHN 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.
-
501C3 · HOSPITALS · AL
Directly controlled by IHS
-
501C2 · REALESTATE · AL
Directly controlled by IHS
-
501C3 · FOUNDATION · AL
Directly controlled by IHS
-
INFIRMARY HEALTH HOSPITALS INC
501C3 · HOSPITALS · AL
Directly controlled by IHS
-
501C3 · MANAGEMENT · AL
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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