Totals
- Total revenue
- $654,627,613
- Total expenses
- $603,307,460
- Contributions and grants received
- $1,988,038
- Grants paid
- $0
- Program service revenue
- $619,482,501
- Investment income
- $33,104,572
- Other revenue
- $52,502
- Total assets, end of year
- $850,731,347
- Total liabilities, end of year
- $172,293,137
- Net assets or fund balances, end of year
- $678,438,210
- Program services expenses (Part IX)
- $423,974,218
- Management and general expenses
- $179,333,242
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $423,974,218
Program services were 70.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
D MARK NIX
PRESIDENT &
- Total calculated
- $1,930,769
- From this org
- $0
- From related orgs
- $1,869,141
- Other
- $61,628
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $1,385,637 related
- Bonus
- not reported + $477,921 related
- Other
- not reported + $5,583 related
- Deferred
- not reported + $39,600 related
- Nontaxable benefits
- not reported + $22,028 related
- Filer's total
- not reported + $1,930,769 related
-
THADDEUS BEEKER MD
DIRECTOR
- Total calculated
- $1,073,722
- From this org
- $0
- From related orgs
- $1,054,583
- Other
- $19,139
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $1,054,527 related
- Bonus
- not reported
- Other
- not reported + $56 related
- Deferred
- not reported
- Nontaxable benefits
- not reported + $19,139 related
- Filer's total
- not reported + $1,073,722 related
-
MICHAEL O'DOWD
DIRECTOR
- Total calculated
- $941,244
- From this org
- $0
- From related orgs
- $923,497
- Other
- $17,747
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $923,352 related
- Bonus
- not reported
- Other
- not reported + $145 related
- Deferred
- not reported
- Nontaxable benefits
- not reported + $17,747 related
- Filer's total
- not reported + $941,244 related
-
JOE T STOUGH III
VICE PRESIDE
- Total calculated
- $898,135
- From this org
- $0
- From related orgs
- $776,604
- Other
- $121,531
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $544,445 related
- Bonus
- not reported + $150,290 related
- Other
- not reported + $81,869 related
- Deferred
- not reported + $96,073 related
- Nontaxable benefits
- not reported + $25,458 related
- Filer's total
- not reported + $898,135 related
-
JOSEPH L DENTON
ASSISTANT TR
- Total calculated
- $874,586
- From this org
- $0
- From related orgs
- $746,455
- Other
- $128,131
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $530,284 related
- Bonus
- not reported + $139,220 related
- Other
- not reported + $76,951 related
- Deferred
- not reported + $105,523 related
- Nontaxable benefits
- not reported + $22,608 related
- Filer's total
- not reported + $874,586 related
-
CHRISTOPHER SOUTHWOOD
MD
- Total calculated
- $839,424
- From this org
- $819,426
- From related orgs
- $0
- Other
- $19,998
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $819,426
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $19,998
- Filer's total
- $839,424
-
WILLIAM ADMIRE
CMO
- Total calculated
- $698,234
- From this org
- $630,147
- From related orgs
- $0
- Other
- $68,087
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $444,093
- Bonus
- $137,846
- Other
- $48,208
- Deferred
- $52,107
- Nontaxable benefits
- $15,980
- Filer's total
- $698,234
-
SCOTT A BROWNING
ASST SECRETA
- Total calculated
- $610,109
- From this org
- $0
- From related orgs
- $533,830
- Other
- $76,279
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $373,446 related
- Bonus
- not reported + $119,691 related
- Other
- not reported + $40,693 related
- Deferred
- not reported + $52,171 related
- Nontaxable benefits
- not reported + $24,108 related
- Filer's total
- not reported + $610,109 related
-
CHRISTOPHER GAMARD
DIRECTOR
- Total calculated
- $539,162
- From this org
- $0
- From related orgs
- $517,607
- Other
- $21,555
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $517,514 related
- Bonus
- not reported
- Other
- not reported + $93 related
- Deferred
- not reported
- Nontaxable benefits
- not reported + $21,555 related
- Filer's total
- not reported + $539,162 related
-
KERN A WILSON
ASSISTANT TR
- Total calculated
- $481,846
- From this org
- $0
- From related orgs
- $380,333
- Other
- $101,513
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $270,311 related
- Bonus
- not reported + $76,359 related
- Other
- not reported + $33,663 related
- Deferred
- not reported + $79,870 related
- Nontaxable benefits
- not reported + $21,643 related
- Filer's total
- not reported + $481,846 related
-
URSULA LAWRENCE
CNO
- Total calculated
- $414,566
- From this org
- $369,991
- From related orgs
- $0
- Other
- $44,575
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $279,982
- Bonus
- $62,000
- Other
- $28,009
- Deferred
- $36,405
- Nontaxable benefits
- $8,170
- Filer's total
- $414,566
-
WILLIAM MAURER
PERFUSIONIST
- Total calculated
- $255,107
- From this org
- $212,266
- From related orgs
- $0
- Other
- $42,841
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $195,236
- Bonus
- $10,237
- Other
- $6,793
- Deferred
- $21,546
- Nontaxable benefits
- $21,295
- Filer's total
- $255,107
-
MELISSA LAWSON
RN
- Total calculated
- $234,872
- From this org
- $234,872
- From related orgs
- $0
- Other
- $0
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $234,872
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $234,872
-
JOSEPH HARRISON
PERFUSIONIST
- Total calculated
- $229,027
- From this org
- $188,181
- From related orgs
- $0
- Other
- $40,846
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $174,211
- Bonus
- $5,620
- Other
- $8,350
- Deferred
- $16,485
- Nontaxable benefits
- $24,361
- Filer's total
- $229,027
-
JIM VOGEL
PERFUSIONIST
- Total calculated
- $218,901
- From this org
- $177,491
- From related orgs
- $0
- Other
- $41,410
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $169,627
- Bonus
- not reported
- Other
- $7,864
- Deferred
- $19,158
- Nontaxable benefits
- $22,252
- Filer's total
- $218,901
-
MOLLIE S BUFFKIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
LAURA MORRISSETTE CLARK
SECRETARY
- 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
- 2 + 40 related
-
JOHN WHITE-SPUNNER
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.1
-
KERRY TOLLESON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 40 related
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
- 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 4
- JOE T. STOUGH, III 0 81,223 0 JOSEPH L. DENTON 0 77,473 0 WILLIAM ADMIRE 0 42,207 0 SCOTT A. BROWNING 0 37,321 0 KERN A. WILSON 0 40,270 0 URSULA LAWRENCE 0 27,531 0
- SCHEDULE J, PAGE 1, 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 COMMITTE 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
- COMPENSATION OF THE ORGANIZATION'S CEO SCHEDULE J, PART I, LINE 3: INFIRMARY HEALTH SYSTEM, INC. (IHS, A RELATED CORPORATION) ESTABLISHES THE PRESIDENT/CEO'S COMPENSATION. THE IHS EMPLOYEES DESIGNATED AS OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE PARTICIPANTS IN THE ORGANIZATION'S PERFORMANCE MANAGEMENT PROGRAM. EACH EMPLOYEE HAS AN INDIVIDUAL PERFORMANCE PLAN AND IS REVIEWED ANNUALLY FOR MERIT INCREASES. THE ANNUAL REVIEW COVERS THE EMPLOYEE'S PERFORMANCE FOR THE FISCAL YEAR OF APRIL 1 THROUGH MARCH 31 OF THE FOLLOWING YEAR. THE AMOUNT OF INDIVIDUAL MERIT/SALARY INCREASES ARE DETERMINED BASED ON THE COMPA-RATIO (HOURLY RATED RELATIVE TO THE SALARY RANGE MIDPOINT), THE NUMBER OF MONTHS SINCE THEIR LAST INCREASE AND PERFORMANCE SCORE (RATING) AND THE ORGANIZATION'S ANNUAL MERIT GUIDELINES. EACH POSITION IS ASSIGNED A SALARY RANGE BASED ON THE HAY METHODOLOGY OF ACCOUNTABILITY, KNOW-HOW AND PROBLEM SOLVING ABILITY. SALARY RANGE MIDPOINTS (THE MIDPOINT REPRESENTS 100% OF THE MARKET) INCREASE EACH YEAR BASED ON EXTERNAL MARKET DATA. IHS PARTICIPATES IN NUMEROUS SALARY SURVEYS. DEPENDING ON THE POSITION, THE SURVEY DATA MAY BE INDUSTRY SPECIFIC, (E.G. HEALTHCARE) OR FROM OTHER INDUSTRIES. CURRENTLY, EXECUTIVE POSITION MARKET DATA COMES FROM WATSON WYATT, INTEGRATED HEALTHCARE STRATEGIES, SULLIVAN COTTER AND HAY CONSULTING. THE ANNUAL MERIT GUIDELINES ARE DETERMINED BY THE ORGANIZATION'S ABILITY TO PAY (BUDGET). THE ANNUAL MERIT GUIDELINES PROVIDE A MERIT INCREASE PERCENTAGE RANGE BASED ON THE INDIVIDUAL EMPLOYEE'S PERFORMANCE RATING AND COMPA-RATIO. FOR EXECUTIVES, THE CEO AND VP, HUMAN RESOURCES REVIEW THE SUGGESTED MERIT INCREASE AND MAKE RECOMMENDATIONS TO THE INFIRMARY HEALTH SYSTEM COMPENSATION COMMITTEE. THE FINAL RECOMMENDATIONS PRESENTED BY THE COMPENSATION COMMITTEE ARE APPROVED BY THE IHS BOARD OF DIRECTORS. IHS HAS AN EXTERNAL REVIEW OF COMPENSATION PRACTICES EVERY TWO YEARS AND WAS MOST RECENTLY REVIEWED BY SULLIVAN COTTER IN 2023. 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
-
TRUST · SELF-INSUR · AL
Directly controlled by IHS INFIRMARY HEALTH SYSTEM INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 29 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202530299349300423
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