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Nonprofiteer
← INFIRMARY FOUNDATION INC

Form 990 for tax year 2022

Filed by INFIRMARY FOUNDATION INC.

Totals

Total revenue
$2,223,960
Total expenses
$1,518,045
Contributions and grants received
$1,892,020
Grants paid
$525,378
Program service revenue
$0
Investment income
$604,206
Other revenue
-$272,266
Total assets, end of year
$38,374,600
Total liabilities, end of year
$282,900
Net assets or fund balances, end of year
$38,091,700
Program services expenses (Part IX)
$654,697
Management and general expenses
$859,445
Fundraising expenses
$3,903
Program service expenses (Part III)
$654,697

Program services were 43.1% 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.

  • 1c · Fundraising events

    $409,426

  • 1d · Related organizations

    $375,611

  • 1f · All other contributions, gifts and grants

    $1,106,983

  • 3 · Investment income

    total $466,483 · excluded $466,483

  • 7a · Gross sales of assets other than inventory

    securities $5,061,472

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

    securities $4,923,749

  • 7c · Gain or loss

    securities $137,723

  • 7d · Net gain or loss

    total $137,723 · excluded $137,723

  • 8a · Fundraising events: gross income

    $55,625

  • 8a · Fundraising events: contributions included on line 1c

    $409,426

  • 8b · Fundraising events: direct expenses

    $327,891

  • 8c · Net income from fundraising events

    total -$272,266 · excluded -$272,266

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $410,788 · program services $410,788

  • 2 · Grants to domestic individuals

    total $114,590 · program services $114,590

  • 7 · Other salaries and wages

    total $457,223 · management and general $457,223

  • 11f · Fees: investment management

    total $216,041 · management and general $216,041

  • 11g · Fees: other

    total $31,080 · management and general $31,080

  • 12 · Advertising and promotion

    total $55,506 · management and general $55,506

  • 13 · Office expenses

    total $17,496 · program services $6,339 · management and general $7,254 · fundraising $3,903

  • 16 · Occupancy

    total $44,844 · management and general $44,844

  • 22 · Depreciation, depletion and amortization

    total $18,610 · program services $18,610

  • 23 · Insurance

    total $446 · management and general $446

  • 24a · Other expenses: DRUG BUS

    total $104,370 · program services $104,370

  • 24b · Other expenses: DEVELOPMENT EXPENSE

    total $37,561 · management and general $37,561

  • 24c · Other expenses: OTHER

    total $6,812 · management and general $6,812

  • 24d · Other expenses: MISCELLANEOUS

    total $2,012 · management and general $2,012

  • 24e · All other expenses

    total $666 · management and general $666

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $373,391 · end of year $1,823,747

  • 9 · Prepaid expenses and deferred charges

    beginning of year $30,099 · end of year $99

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

    $1,942,968

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

    $195,402

  • 10c · Land, buildings and equipment, net

    beginning of year $1,766,176 · end of year $1,747,566

  • 11 · Investments: publicly traded securities

    beginning of year $40,837,078 · end of year $34,803,188

  • 17 · Accounts payable and accrued expenses

    beginning of year $282,901 · end of year $282,900

  • 27 · Net assets without donor restrictions

    beginning of year $36,732,269 · end of year $31,367,104

  • 28 · Net assets with donor restrictions

    beginning of year $5,991,574 · end of year $6,724,596

Mission and programs · 2022

Mission

INFIRMARY FOUNDATION'S PURPOSE IS TO ADVANCE THE PROMOTION OF HEALTH, SUPPORT THE PURPOSES OF MOBILE INFIRMARY ASSOCIATION AND OTHER 501(C)(3) AFFILIATES, AND ENCOURAGE PUBLIC SUPPORT OF SUCH ORGANIZATIONS.

  • PROVIDED FUNDING TO MOBILE INFIRMARY MEDICAL CENTER, A 501(C)(3) HOSPITAL FOR PURCHASE OF STATE OF THE ART HEALTHCARE EQUIPMENT AS THE HOSPITAL MEETS THE HEALTHCARE NEEDS OF MANY CLIENTS WITHIN THE COMMUNITY THROUGH INPATIENT/OUTPATIENT CARE, REHABILITATION, THERAPY, AND EDUCATION. SPECIFICALLY, NEEDED NEW SAFETY EQUIPMENT, THERAPY EQUIPMENT AND OFFICE FURNITURE WAS PURCHASED TO UPDATE DEPARTMENTS AT MOBILE INFIRMARY. THE FOUNDATION ALSO PAID FOR SEVERAL INDIVIDUALS TO ATTEND CONFERENCES AND SUMMITS TO ENSURE THE MEDICAL STAFF IS KEEPING UP WITH CURRENT ADVANCES IN MEDICINE. IN ADDITION, THE FOUNDATION SPONSORED THE DEBAKEY AWARDS CEREMONY WHICH IS A SCHOLARSHIP FOR MEDICAL STUDENTS WHO COMMIT TO SERVING RURAL AREAS IN ALABAMA AS PRIMARY CARE DOCTORS FOR AT LEAST 5 YEARS AFTER THEIR MEDICAL SCHOOL AND RESIDENCY IS COMPLETED.

    Expenses $197,960 · Grants $173,011

  • THE ERNEST G. DEBAKEY DRUG EDUCATION PROGRAM IS A MOBILE STATE-OF-THE-ART EDUCATION BUS AND ALSO A WEBSITE THAT CONTAINS ALL THE VIDEOS AND EDUCATIONAL MATERIAL THAT IS CONTAINED IN THE BUS. THE BUS TRAVELS TO PUBLIC, PRIVATE AND PAROCHIAL SCHOOLS THROUGHOUT SEVEN COUNTIES IN SOUTHWEST ALABAMA AND FLORIDA TO PROVIDE FIFTH-GRADE STUDENTS WITH INFORMATION ABOUT THE DANGERS OF DRUG USE AND ABUSE. IN 436 PROGRAMS, 4707 STUDENTS VISITED THE DRUG BUS. DURING THE SUMMER, ON WEEKENDS, AND EVENINGS, WE SERVICE YOUNGER CHILDREN, MIDDLE SCHOOL STUDENTS, TEENAGERS AND ADULTS AT THE FOLLOWING: BOYS AND GIRLS CLUB AFTER SCHOOL AND SUMMER CAMPS, YMCA AFTERCARE, SUMMER CAMPS, CHURCH HEALTH FAIRS, COMMUNITY EVENTS, BUSINESS HEALTH FAIRS, INFIRMARY EVENTS, WORLD OF OPPORTUNITY, AND CHURCH FESTIVALS. THE MAIN GOAL OF THE WEBSITE IS TO MAKE OUR PROGRAM AVAILABLE TO SCHOOLS OUTSIDE OF OUR TRAVELING AREA. ANYONE CAN ACCESS OUR SITE. SCHOOLS AND OTHER ORGANIZATIONS ARE USING THE SITE TO GO OVER DRUG EDUCATION IN THEIR CLASSES. THE WEBSITE AVERAGES OVER 7,000 HITS PER MONTH. WWW.DEBAKEYDRUGEDUCATION.COM

    Expenses $104,370

  • THE FOUNDATION SUPPORTS THE COMMUNITY BY PROVIDING FUNDS TO OTHER AREA HEALTH RELATED 501(C)(3) OR PUBLIC ORGANIZATIONS. FUNDING WAS ALSO PROVIDED FOR 10 RECIPIENTS OF THE BRAMLETT HEALTHCARE SCHOLARSHIP FOR DEPENDENTS OF EMPLOYEES SEEKING AN UNDERGRADUATE DEGREE IN A HEALTH-RELATED PROFESSION AND 21 AWARDS OF EXCELLENCE WERE HANDED OUT. RIDE YELLOW RAISES AWARENESS OF CANCER AND DONATES TO VARIOUS CANCER CHARITIES. THE FOUNDATION ALSO PROVIDED MANY LUNCHES AND SNACKS FOR FRONTLINE MEDICAL WORKERS PUTTING IN LONG HOURS DUE TO COVID-19. THE ALZHEIMER'S DAYCARE PROGRAM WAS REOPENED THIS YEAR, AS THE BUILDING WAS TURNED INTO A COVID TESTING CENTER LAST YEAR.

    Expenses $327,367 · Grants $327,367

  • INFIRMARY FOUNDATION MAINTAINS THE MY BODYWORKS EXHIBIT AT THE GULF COAST EXPLOREUM SCIENCE CENTER. MY BODYWORKS IS ONE OF THE MOST ADVANCED HEALTH GALLERIES IN THE NATION AND FEATURES MORE THAN 50 CUSTOM DESIGNED EXHIBITS AND PROFESSIONALLY EQUIPPED HEALTH AND BIOLOGY LABS. EACH EXHIBIT REVEALS INFORMATION ABOUT ANATOMY, NUTRITION OR EXERCISE IN A FUN AND INNER-ACTIVE ENVIRONMENT. CHILDREN AND ADULTS CAN LEARN MORE ABOUT LIVING LIFE TO ITS FULLEST WITH HEALTHY CHOICES. THE EXHIBIT SHOULD RAISE AWARENESS OF CAREERS IN THE HEALTHCARE INDUSTRY.

    Expenses $25,000 · Grants $25,000

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

  • SCOTT BROWNING

    ASSISTANT SE

    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

  • ROBISON MCCLURE JR

    VICE PRESIDE

    Total calculated
    $199,607
    From this org
    $0
    From related orgs
    $167,745
    Other
    $31,862
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    not reported + $165,152 related
    Bonus
    not reported
    Other
    not reported + $2,593 related
    Deferred
    not reported + $12,488 related
    Nontaxable benefits
    not reported + $19,374 related
    Filer's total
    not reported + $199,607 related

  • JAMES C BEDSOLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • DR GERHARD A W BOEHM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • MISS STARR BOYKIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • E CHANDLER BRAMLETT

    DIRECTOR/VIC

    Total calculated
    $0
    Hours/week
    0.1

  • MRS PATRICA B BROWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • MRS LAURA CLARK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • DAVID J COOPER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • JOHN DRISCOLL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • LOWELL J FRIEDMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • ROBERT S FROST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • MICHAEL R HOLLAND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • WILLIAM R SEIFERT II

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • JOHN T ARENDALL III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • JOHN C HOPE III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • T BESTOR WARD III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • BEN M RADCLIFF JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • CLIFTON C INGE JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • MARION A QUINA JR

    DIRECTOR/VIC

    Total calculated
    $0
    Hours/week
    0.1

  • ER MARCH JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • MRS LESLIE LADD

    DIRECTOR/CHA

    Total calculated
    $0
    Hours/week
    0.1

  • MRS VAUGHAN MORRISSETTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • PATRICK MURPHY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • MRS BETTY OTTS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • MICHAEL E PIERCE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • RODNEY PILOT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • E WATSON SMITH

    DIR/SEC/TREA

    Total calculated
    $0
    Hours/week
    0.1

  • TAMMY L SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • CLIFTON C INGE SR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • JOHN TURNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • MRS ELISSA E WATKINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • JOHN WHITE-SPUNNER

    DIRECTOR

    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
SCOTT BROWNING 0 36,082 0
SCHEDULE J, PART III
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 THE ANNUAL EMPLOYER CONTRIBUTIONS ARE 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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
18 January 2024
IRS schema version
2022v5.0
Source object
202400259349301005

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