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Nonprofiteer
← INFIRMARY HEALTH SYSTEM INC

Form 990 for tax year 2022

Filed by INFIRMARY HEALTH SYSTEM INC.

Totals

Total revenue
$78,410,989
Total expenses
$96,740,642
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$71,959,485
Investment income
$2,017,142
Other revenue
$4,434,362
Total assets, end of year
$551,550,651
Total liabilities, end of year
$678,249,713
Net assets or fund balances, end of year
-$126,699,062
Program services expenses (Part IX)
$68,964,677
Management and general expenses
$27,775,965
Fundraising expenses
$0
Program service expenses (Part III)
$68,964,677

Program services were 71.3% 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.

  • 2a · Program service revenue: SHARED SUPPORT SERVICES

    total $67,000,252 · related or exempt $67,000,252

  • 2b · Program service revenue: MANAGEMENT SERVICES

    total $3,028,397 · related or exempt $3,028,397

  • 2c · Program service revenue: BUILDING RENTAL

    total $1,827,044 · related or exempt $1,827,044

  • 2d · Program service revenue: PATIENT CARE SERVICES

    total $103,792 · related or exempt $103,792

  • 3 · Investment income

    total $1,692,680 · excluded $1,692,680

  • 6a · Gross rents

    real property $6,095,463

  • 6b · Less rental expenses

    real property $2,134,751

  • 6c · Rental income or loss

    real property $3,960,712

  • 6d · Net rental income or loss

    total $3,960,712 · excluded $3,960,712

  • 7a · Gross sales of assets other than inventory

    securities $8,147,883 · other assets $2,458,182

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

    securities $7,966,112 · other assets $2,315,491

  • 7c · Gain or loss

    securities $181,771 · other assets $142,691

  • 7d · Net gain or loss

    total $324,462 · excluded $324,462

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $473,650 · related or exempt $473,650

  • 11e · Other revenue, total

    $473,650

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $8,859,320 · program services $2,818,630 · management and general $6,040,690

  • 7 · Other salaries and wages

    total $36,265,296 · program services $26,634,140 · management and general $9,631,156

  • 8 · Pension plan contributions

    total $5,739,280 · program services $4,215,071 · management and general $1,524,209

  • 9 · Other employee benefits

    total $6,521,583 · program services $4,789,614 · management and general $1,731,969

  • 10 · Payroll taxes

    total $5,852,498 · program services $4,298,221 · management and general $1,554,277

  • 11b · Fees: legal

    total $500,225 · management and general $500,225

  • 11c · Fees: accounting

    total $378,150 · management and general $378,150

  • 11d · Fees: lobbying

    total $5,754 · management and general $5,754

  • 11f · Fees: investment management

    total $888,031 · management and general $888,031

  • 11g · Fees: other

    total $4,601,531 · management and general $4,601,531

  • 12 · Advertising and promotion

    total $919,973 · management and general $919,973

  • 13 · Office expenses

    total $2,540,865 · program services $2,540,865

  • 14 · Information technology

    total $12,622,439 · program services $12,622,439

  • 16 · Occupancy

    total $1,603,068 · program services $1,603,068

  • 17 · Travel

    total $301,871 · program services $301,871

  • 19 · Conferences, conventions and meetings

    total $148,053 · program services $148,053

  • 20 · Interest

    total $1,191,667 · program services $1,191,667

  • 22 · Depreciation, depletion and amortization

    total $5,492,787 · program services $5,492,787

  • 23 · Insurance

    total $1,564,777 · program services $1,564,777

  • 24a · Other expenses: TAXES AND LICENSES

    total $393,310 · program services $393,310

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $167,327 · program services $167,327

  • 24c · Other expenses: SPONSORSHIPS

    total $119,365 · program services $119,365

  • 24d · Other expenses: MISCELLANEOUS EXPENSES

    total $63,472 · program services $63,472

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $52,554,324 · end of year $89,790,671

  • 2 · Savings and temporary cash investments

    beginning of year $46,039,081 · end of year $39,248,663

  • 4 · Accounts receivable

    beginning of year $16,155,351 · end of year $20,540,742

  • 7 · Other notes and loans receivable

    beginning of year $220,758,084 · end of year $217,731,599

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,034,582 · end of year $5,670,409

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

    $203,615,590

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

    $78,141,943

  • 10c · Land, buildings and equipment, net

    beginning of year $127,191,982 · end of year $125,473,647

  • 11 · Investments: publicly traded securities

    beginning of year $149,514 · end of year $173,895

  • 15 · Other assets

    beginning of year $55,466,278 · end of year $52,921,025

  • 17 · Accounts payable and accrued expenses

    beginning of year $302,059,683 · end of year $353,854,591

  • 20 · Tax-exempt bond liabilities

    beginning of year $285,501,438 · end of year $275,853,137

  • 25 · Other liabilities

    beginning of year $46,618,657 · end of year $48,541,985

  • 27 · Net assets without donor restrictions

    beginning of year -$110,830,582 · end of year -$126,699,062

Mission and programs · 2022

Mission

THE INFIRMARY HEALTH SYSTEM MISSION IS LIFE WHICH MEANS EMPHASIS IS PLACED ON LEADERSHIP, INTEGRITY, FAMILY AND EXCELLENT SERVICE. OUR VISION IS THAT WE ARE THE FIRST CHOICE FOR HEALTHCARE IN OUR REGION. THROUGHOUT INFIRMARY HEATLH SYSTEM EMPHASIS IS PLACED ON ENHANCING HEALTH AND THE QUALITY OF LIFE FOR EACH MEMEBER OF OUR COMMUNITY AND WE ACCOMPLISH THIS BY PROVIDING SUPPORT TO ORGANZATIONS THAT PROMOTE HEALTH.

  • INFIRMARY HEALTH SYSTEM (IHS) PROVIDES CENTRALIZED MANAGEMENT AND ADMINISTRATIVE SERVICES TO FOUR NOT-FOR-PROFIT HOSPITALS, A SKILLED NURSING FACILITY, A CHARITABLE FOUNDATION, AND A NETWORK OF MORE THAN TWENTY MEDICAL CLINICS. IHS IS FOCUSED ON ACHIEVING ECONOMIES OF SCALE FOR ITS SUPPORTED FACILITIES BY PROVIDING CENTRALIZED, COORDINATED SERVICES, ALLOWING THE FACILITIES TO OFFER STATE-OF-THE-ART MEDICAL SERVICES AT THE LOWEST POSSIBLE COST. CENTRALIZED AND COORDINATED SERVICES INCLUDE ACCOUNTING, ACCOUNTS PAYABLE, HUMAN RESOURCES, INFORMATION TECHNOLOGY, PURCHASING, BUSINESS OFFICE, AND MAINTENANCE, AMONG MANY OTHER SUPPORT SERVICES. THE SERVICES ARE PROVIDED TO SYSTEM FACILITIES AT A LEVEL OF KNOWLEDGE AND EXPERIENCE THAT, IN MANY CASES, WOULD NOT OTHERWISE BE AVAILABLE OR AFFORDABLE. IHS HAS SPEARHEADED EFFORTS TO IMPROVE THE AVAILABILITY OF HEALTHCARE SERVICES IN RURAL AREAS OF SOUTHWEST ALABAMA. RECRUITMENT OF PHYSICIANS TO THE RURAL COMMUNITY OF BAY MINETTE, ALABAMA HAS REMAINED A FOCUS, RESULTING IN SEVERAL PHYSICIANS RELOCATING TO THE AREA. CAPITAL INVESTMENT IN THE FACILITIES IN BAY MINETTE CONTINUE TO PROVIDE BENEFIT TO THE COMMUNITY, WITH OVER 16,000 EMERGENCY SERVICES, OVER 1,900 SURGICAL CASES, 174 NEWBORN DELIVERIES, AND 44,584 ADJUSTED PATIENT DAYS BEING PROVIDED. AS A RESULT OF AN ASSESSMENT OF COMMUNITY HEALTH NEEDS, IHS SUPPORTED THE INITIATION OF GERIATRIC PSYCHIATRIC SERVICES AT ITS FACILITY IN BAY MINETTE, THE ONLY ONE OF ITS KIND IN BALDWIN COUNTY. STUDIES TO DETERMINE ADDITIONAL HEALTHCARE NEEDS OF THE COMMUNITY ARE ONGOING. IN RESPONSE TO A COMMUNITY NEED, IHS BUILT AND NOW OPERATES THE E.A. ROBERTS ALZHEIMER CENTER, A DAY CARE CENTER FOR THE PROVISION OF CARE TO PATIENTS SUFFERING FROM ALZHEIMER'S DISEASE OR SENILE DEMENTIA. THIS LOW- COST FACILITY, THE FIRST OF ITS KIND IN THE REGION, PROVIDES MUCH NEEDED ASSISTANCE AND RELIEF TO FAMILY MEMBERS FOR THESE PATIENTS. BECAUSE IHS AND ITS EMPLOYEES ARE ACTIVELY INVOLVED IN SUPPORTING NUMEROUS LOCAL COMMUNITY BENEFIT ORGANIZATIONS, HEALTH FAIRS, AND HEALTH ADVOCACY ORGANIZATIONS, IHS CREATED, IHELP - A PROGRAM TO CENTRALIZE, TRACK AND IDENTIFY COMMUNITY SERVICE INCLUDING VOLUNTEER, IN-KIND AND FINANCIAL RESOURCES TO MAKE AN IMPACT ON THE HEALTH AND WELL-BEING OF OUR REGION. IHS ESTABLISHED A COMMUNITY DEPARTMENT WITH A BUDGET AND PURCHASED SOFTWARE TO TRACK EMPLOYEE INVOLVEMENT AND COMMUNITY REQUESTS. CAMPAIGNS FOR UNITED WAY, THE AMERICAN CANCER SOCIETY, THE AMERICAN HEART ASSOCIATION, MARCH OF DIMES, AND MANY OTHER NATIONAL ORGANIZATIONS ARE ACTIVELY SUPPORTED BY THE ORGANIZATION AND ITS EMPLOYEES. THE IHS LEADERSHIP TEAM SERVES ON MORE THAN 100 BOARDS AND PLAYS AN ACTIVE ROLE WITH IHELP BY LEADING, SUPPORTING, ENCOURAGING AND PARTICIPATING IN ALL VOLUNTEER PROJECTS. IHELP SUPPORTS MORE THAN 40 ORGANIZATIONS AND NON- PROFIT ORGANIZATIONS THROUGH TEAMS, FUNDRAISING, HEALTH AND WELLNESS FAIRS AND IN-KIND DONATIONS. BLOOD DRIVES ARE CONDUCTED QUARTERLY ON INFIRMARY HEALTH'S CAMPUSES, WHERE IN FY23, INFIRMARY HEALTH STAFF PARTICIPATED IN THE AMERICAN HEART ASSOCIATION'S ANNUAL MOBILE COUNTY AND BALDWIN COUNTY HEART WALKS. CARDIAC REHABILITATION PATIENTS ALSO PARTICIPATED BY REGISTERING FOR THE WALKS. ADDITIONALLY, THROUGH INFIRMARY HEALTH'S 10,000 SPONSORSHIP TO AHA, NORTH BALDWIN INFIRMARY DONATED CPR TRAINING KITS TO BALDWIN COUNTY HIGH SCHOOL, AND 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 ON THE DAY OF THE EVENT CONDUCTED THE CHECKS. 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 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 AND BALDWIN COUNTIES, INCLUDING TILLMAN'S CORNER, EIGHT MILE, GROVE HILL, LILLIAN AND OTHERS. IN TOTAL, THE UNIT ATTENDED 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 THE AGE OF 65 WERE INVITED TO RECEIVE A FREE PSA TEST. THOSE WHOSE PSA REGISTERED AS ABNORMAL WERE FOLLOWED UP WITH BY A NURSE NAVIGATOR FROM INFIRMARY CANCER CARE. IN MARCH 2023, FOR COLON CANCER AWARENESS MONTH, INFIRMARY CANCER CARE, IN PARTNERSHIP WITH INFIRMARY FITNESS CENTERS, HOSTED FREE "COLON ON CAMPUS WITH COFFEE" EVENTS FOR THE COMMUNITY. THE EVENTS UTILIZED THE MOBILE SCREENING UNIT AND A GIANT INFLATABLE COLON THAT PARTICIPANTS WERE ABLE TO WALK THROUGH TO GAIN EDUCATION ON THE SIGNS AND SYMPTOMS OF COLON CANCER. AT THESE EVENTS, MORE THAN 300 INDIVIDUALS WERE EDUCATED AND 70 FREE COLON CANCER SCREENING TESTS WERE PROVIDED. TO PROVIDE FREE EDUCATION TO ADOLESCENT GIRLS IN THE COMMUNITIES, INFIRMARY HEALTH HOSTED TWO "THE TALK: FOR GIRLS ONLY" EVENTS IN MOBILE AND BALDWIN COUNTIES. THE EVENTS WERE HELD IN SEPTEMBER 2022 AND TARGETED TOWARDS GIRLS AGES 8 - 13 IN MOBILE AND 14 - 18 IN BALDWIN COUNTY. INFIRMARY HEALTH AFFILIATE PHYSICIANS SPOKE AT THE EVENT AND PROVIDED FREE EDUCATION REGARDING PUBERTY, MENSTRUAL CYCLES, SEX EDUCATION AND OTHER TOPICS. IN MOBILE, MORE THAN 90 GIRLS AND THEIR SUPPORT PERSONS ATTENDED THE EVENT. INFIRMARY HEALTH HOSTS ITS ANNUAL "TURKEY TOSS" FOR EMPLOYEES IN NOVEMBER, GIVING EACH EMPLOYEE A TURKEY FOR THE HOLIDAYS. REMAINING TURKEYS WERE DONATED TO FEED THE HOMELESS AND LOW INCOME FAMILIES IN MOBILE AND BALDWIN COUNTIES THROUGH VARIOUS ORGANIZATIONS SUCH AS: FEEDING THE GULF COAST (FORMERLY BAY AREA FOOD BANK), HOME OF GRACE, WILMER HALL, L'ARCHE MOBILE, PENELOPE HOUSE, WINGS OF LIFE, PRODISEE PANTRY, FAIRHOPE UNITED METHODIST CHURCH AND FIRST HOPE (FIRST BAPTIST CHURCH OF FAIRHOPE). THOSE WHO DONATED THEIR TURKEY PROVIDED A MEAL FOR A FAMILY THAT MIGHT NOT, HAVE OTHERWISE, HAD ANYTHING TO EAT THIS HOLIDAY SEASON. IN SUPPORT OF ITS DESIRE TO LEAD BY EXAMPLE, IHS HAS INITIATED A WELLNESS PROGRAM FOR ITS EMPLOYEES, PROVIDING ENCOURAGEMENT AND INCENTIVES FOR EMPLOYEES TO LIVE A HEALTHY LIFESTYLE. THE PROGRAM INCLUDES HEALTH ASSESSMENTS THAT PROVIDE EACH PARTICIPATING EMPLOYEE WITH KEY HEALTH METRICS. PLANS FOR IMPROVING HEALTH ARE FORMULATED FOR EACH EMPLOYEE BASED UPON THEIR INDIVIDUAL ASSESSMENT RESULTS. IHS ACTIVELY SUPPORTS THE EFFORTS OF THE INFIRMARY FOUNDATION, A NON- PRIVATE FOUNDATION FORMED TO PROVIDE FINANCIAL SUPPORT FOR THE MOBILE INFIRMARY ASSOCIATION, A NOT-FOR-PROFIT HOSPITAL IN MOBILE, ALABAMA. THE INFIRMARY FOUNDATION PROVIDES FINANCIAL SUPPORT FOR INVESTMENT IN STATE- OF-THE-ART TECHNOLOGY, ALLOWING THE MOBILE INFIRMARY ASSOCIATION TO PROVIDE THE LATEST IN ADVANCED TREATMENT OPTIONS FOR ITS PATIENTS. THE INFIRMARY FOUNDATION, RECOGNIZING THE SHORTAGE OF QUALIFIED HEALTHCARE PROVIDERS IN THE COMMUNITY, ALSO INVESTS IN THE EDUCATION OF FUTURE HEALTHCARE PROVIDERS BY OFFERING SCHOLARSHIP OPPORTUNITIES FOR COLLEGE STUDENTS IN THE FIELD OF HEALTHCARE, AND BY PROVIDING FUNDING SUPPORT FOR SYSTEM EMPLOYEES WHO FURTHER THEIR EDUCATION IN THE FIELD OF NURSING. THE IHS BOARD, MANAGEMENT AND STAFF ARE COMMITTED TO ENHANCING THE HEALTHCARE STATUS AND RELATED QUALITY OF LIFE OF THE RESIDENTS IN THE AREAS WE SERVE ALONG THE CENTRAL GULF COAST REGION. BY BRINGING EFFICIENCY THROUGH THE COORDINATION OF SERVICES, ELIMINATING REDUNDANCY AND REDUCING COST, FOCUSING ON SPECIFIC COMMUNITY NEEDS, ENCOURAGING HE

    Expenses $68,964,677 · Revenue $72,433,135

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

Listed in Part VII

  • LAURA CLARK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • T BESTOR WARD III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • JOHN WHITE-SPUNNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • JOHN M TURNER JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • MICHAEL E PIERCE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • FRANK J LOTT III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • JOHN H BAKER III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • RODNEY A PILOT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • JASON M PADGET

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • ROBERT S FROST

    DIRECTOR/CHA

    Total calculated
    $0
    Hours/week
    0.1

  • MICHAEL HOLBERG

    DIRECTOR/SEC

    Total calculated
    $0
    Hours/week
    0.1

  • CHRISTOPHER WATKINS

    DIRECTOR/TRE

    Total calculated
    $0
    Hours/week
    0.1

  • D MARK NIX

    PRESIDENT/CH

    Total calculated
    $1,934,247
    From this org
    $1,875,310
    From related orgs
    $0
    Other
    $58,937
    Hours/week
    20 + 25 related

    Schedule J breakdown matched by us

    Base
    $1,324,545
    Bonus
    $535,705
    Other
    $15,060
    Deferred
    $36,600
    Nontaxable benefits
    $22,337
    Filer's total
    $1,934,247

  • JOE DENTON

    ASSISTANT TR

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

    Schedule J breakdown matched by us

    Base
    $502,701
    Bonus
    $190,143
    Other
    $73,288
    Deferred
    $100,924
    Nontaxable benefits
    $22,572
    Filer's total
    $889,628

  • JAMES MITCHELL

    ASSISTANT TR

    Total calculated
    $397,621
    From this org
    $314,994
    From related orgs
    $0
    Other
    $82,627
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,187
    Bonus
    $73,735
    Other
    $38,072
    Deferred
    $63,389
    Nontaxable benefits
    $19,238
    Filer's total
    $397,621

  • SCOTT BROWINING

    ASSISTANT SE

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

    Schedule J breakdown matched by us

    Base
    $357,232
    Bonus
    $120,971
    Other
    $46,362
    Deferred
    $49,807
    Nontaxable benefits
    $24,072
    Filer's total
    $598,444

  • RICHARD B SANDERS

    EXECUTIVE VP

    Total calculated
    $902,176
    From this org
    $812,949
    From related orgs
    $0
    Other
    $89,227
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $441,825
    Bonus
    $160,215
    Other
    $210,909
    Deferred
    $68,776
    Nontaxable benefits
    $20,451
    Filer's total
    $902,176

  • SHEILA YOUNG

    VP HR

    Total calculated
    $619,292
    From this org
    $512,793
    From related orgs
    $0
    Other
    $106,499
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $330,842
    Bonus
    $130,179
    Other
    $51,772
    Deferred
    $84,449
    Nontaxable benefits
    $22,050
    Filer's total
    $619,292

  • DENNIS SUMMERFORD

    VICE PRESIDE

    Total calculated
    $459,626
    From this org
    $380,925
    From related orgs
    $0
    Other
    $78,701
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $266,109
    Bonus
    $84,654
    Other
    $30,162
    Deferred
    $57,365
    Nontaxable benefits
    $21,336
    Filer's total
    $459,626

  • KERN A WILSON

    VICE PRESIDE

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

    Schedule J breakdown matched by us

    Base
    $259,881
    Bonus
    $90,430
    Other
    $46,839
    Deferred
    $75,600
    Nontaxable benefits
    $19,482
    Filer's total
    $492,232

  • ORMAND THOMPSON

    VICE PRESIDE

    Total calculated
    $521,852
    From this org
    $428,112
    From related orgs
    $0
    Other
    $93,740
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $317,737
    Bonus
    $71,632
    Other
    $38,743
    Deferred
    $68,832
    Nontaxable benefits
    $24,908
    Filer's total
    $521,852

  • JOE STOUGH

    EVP/COO

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

    Schedule J breakdown matched by us

    Base
    $518,863
    Bonus
    $202,384
    Other
    $76,660
    Deferred
    $92,474
    Nontaxable benefits
    $25,322
    Filer's total
    $915,703

  • KERRY TOLLESON

    VICE PRESIDE

    Total calculated
    $510,329
    From this org
    $444,711
    From related orgs
    $0
    Other
    $65,618
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $307,489
    Bonus
    $99,110
    Other
    $38,112
    Deferred
    $40,296
    Nontaxable benefits
    $25,322
    Filer's total
    $510,329

  • ALAN HOLLEY

    VICE PRESIDE

    Total calculated
    $485,338
    From this org
    $390,426
    From related orgs
    $0
    Other
    $94,912
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,767
    Bonus
    $86,572
    Other
    $62,087
    Deferred
    $72,754
    Nontaxable benefits
    $22,158
    Filer's total
    $485,338

  • KENNY BREAL

    VICE PRESIDE

    Total calculated
    $334,274
    From this org
    $282,588
    From related orgs
    $0
    Other
    $51,686
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,289
    Bonus
    $54,889
    Other
    $19,410
    Deferred
    $29,114
    Nontaxable benefits
    $22,572
    Filer's total
    $334,274

  • SUSAN BOUDREAU

    VICE PRESIDE

    Total calculated
    $595,907
    From this org
    $502,136
    From related orgs
    $0
    Other
    $93,771
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $350,763
    Bonus
    $111,852
    Other
    $39,521
    Deferred
    $71,477
    Nontaxable benefits
    $22,294
    Filer's total
    $595,907

  • BEN HANSERT

    VICE PRESIDE

    Total calculated
    $376,649
    From this org
    $325,793
    From related orgs
    $0
    Other
    $50,856
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,920
    Bonus
    $58,575
    Other
    $24,298
    Deferred
    $31,482
    Nontaxable benefits
    $19,374
    Filer's total
    $376,649

  • GEORGIE CAIN

    VICE PRESIDE

    Total calculated
    $295,941
    From this org
    $227,846
    From related orgs
    $0
    Other
    $68,095
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,842
    Bonus
    $38,116
    Other
    $888
    Deferred
    $43,681
    Nontaxable benefits
    $24,414
    Filer's total
    $295,941

  • PETER FINNORN

    VICE PRESIDE

    Total calculated
    $329,029
    From this org
    $283,308
    From related orgs
    $0
    Other
    $45,721
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $262,567
    Bonus
    $20,338
    Other
    $403
    Deferred
    $23,696
    Nontaxable benefits
    $22,025
    Filer's total
    $329,029

  • BILLY E STEPHENS

    EXECUTIVE VP

    Total calculated
    $320,084
    From this org
    $290,319
    From related orgs
    $0
    Other
    $29,765
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $193,538
    Bonus
    $96,735
    Other
    $46
    Deferred
    $19,458
    Nontaxable benefits
    $10,307
    Filer's total
    $320,084

  • DARAN SCROGGIE

    CMIO

    Total calculated
    $649,028
    From this org
    $476,912
    From related orgs
    $103,974
    Other
    $68,142
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $338,690 + $103,289 related
    Bonus
    $101,372
    Other
    $36,850 + $685 related
    Deferred
    $43,772
    Nontaxable benefits
    $24,370
    Filer's total
    $545,054 + $103,974 related

  • TONY PALAZZO

    VICE PRESIDE

    Total calculated
    $374,772
    From this org
    $316,042
    From related orgs
    $0
    Other
    $58,730
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,458
    Bonus
    $65,229
    Other
    $31,355
    Deferred
    $34,208
    Nontaxable benefits
    $24,522
    Filer's total
    $374,772

  • ROMIE ASHER

    VICE PRESIDE

    Total calculated
    $436,976
    From this org
    $355,612
    From related orgs
    $0
    Other
    $81,364
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $251,246
    Bonus
    $75,025
    Other
    $29,341
    Deferred
    $61,953
    Nontaxable benefits
    $19,411
    Filer's total
    $436,976

  • SCOTT FENN

    VICE PRESIDE

    Total calculated
    $612,696
    From this org
    $526,518
    From related orgs
    $0
    Other
    $86,178
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $347,790
    Bonus
    $138,850
    Other
    $39,878
    Deferred
    $62,106
    Nontaxable benefits
    $24,072
    Filer's total
    $612,696

  • STEPHEN LEMOINE

    VICE PRESIDE

    Total calculated
    $369,566
    From this org
    $310,658
    From related orgs
    $0
    Other
    $58,908
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,465
    Bonus
    $70,139
    Other
    $1,054
    Deferred
    $33,586
    Nontaxable benefits
    $25,322
    Filer's total
    $369,566

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 1A
SOCIAL CLUB DUES ARE PAID FOR EXECUTIVES TO CARRY ON IH BUSINESS. THESE AMOUNTS ARE PART OF THE OVERALL COMPENSATION PACKAGE AND ARE APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD. PART I, LINE 4A AND 4B THE IH 457(F) PLAN IS A 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 DESIGNATED HIGHLY COMPENSATED EMPLOYEES (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 IS DETERMINED AS A PERCENTAGE 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' AS OUTLINED IN THE IH COMPENSATION POLICY BENEFIT IS THREE YEARS. ONCE VESTED, THE BENEFIT AND ASSOCIATED EARNINGS BECOME TAXABLE TO THE INDIVIDUAL AND IS PAID THROUGH NORMAL PAYROLL PROCESSING.
SCHEDULE J, PAGE 1, PART I, LINE 4
JOE DENTON 0 74,999 0 JAMES MITCHELL 0 30,545 0 SCOTT BROWINING 0 36,082 0 RICHARD B. SANDERS 0 32,301 0 SHEILA YOUNG 0 49,649 0 DENNIS SUMMERFORD 0 26,865 0 KERN A. WILSON 0 39,000 0 ORMAND THOMPSON 0 32,232 0 JOE STOUGH 0 78,749 0 KERRY TOLLESON 0 31,500 0 ALAN HOLLEY 0 36,155 0 KENNY BREAL 0 21,100 0 SUSAN BOUDREAU 0 34,877 0 GEORGIE CAIN 0 19,286 0 DARAN SCROGGIE 0 34,622 0 TONY PALAZZO 0 22,649 0 ROMIE ASHER 0 25,353 0 SCOTT FENN 0 52,956 0 STEPHEN LEMOINE 0 24,746 0
SCHEDULE J, PAGE 1, PART I, LINE 7
EACH FISCAL YEAR, IH 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, LEADERSHIP AND COMMUNITY. 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 COMMITTEE, 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 UPON THE PARTICULAR FACTS AND CIRCUMSTANCES.

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.

  • PROF&GEN PATIENT LIAB SELF-INS TRST

    TRUST · SELF INS · AL · 100% owned · share of income $26,064 · share of assets $1,202,283 · controlled entity

    Directly controlled by IHS

  • WORKER'S COMPENSATION TRUST

    TRUST · SELF INS · AL · 100% owned · share of income $15,659 · share of assets $1,273,141 · controlled entity

    Directly controlled by IHS

  • INFIRMARY MEDICAL CLINICS INC & SUBSIIDIARIES

    C CORP · PHY OFFICE · AL · 100% owned · share of income $170,569,028 · share of assets $84,671,750 · controlled entity

    Directly controlled by IHS

  • GULF HEALTH MGT SERVC INC

    C CORP · MANAGEMENT · AL · 100% owned · share of income $319,604 · share of assets $9,119,747 · controlled entity

    Directly controlled by IHS

  • AMERICAN OAK HILL ASSUR LTD

    C CORP · SELF INS · AL · 100% owned · share of income $4,521,584 · share of assets $40,021,703 · controlled entity

    Directly controlled by IHS

Provenance

Return type
form_990
Tax year
2022
Filed
31 January 2024
IRS schema version
2022v5.0
Source object
202420319349301312

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