Form990
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Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 04-01-2021 , and ending 03-31-2022
BCheck if applicable:
CName of organization
INFIRMARY HEALTH SYSTEM INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
POST OFFICE BOX 2226
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MOBILE, AL36652
D Employer identification number

63-0841123
E Telephone number

G Gross receipts $ 83,943,377
F Name and address of principal officer:
D MARK NIX
POST OFFICE BOX 2226
MOBILE,AL36652
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.INFIRMARYHEALTH.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1982
M State of legal domicile: AL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: 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.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 14
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 13
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 1,505
6 Total number of volunteers (estimate if necessary) ............. 6  
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 15,000 0
9 Program service revenue (Part VIII, line 2g) ......... 66,179,583 68,596,266
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,692,047 2,603,257
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 3,818,223 4,137,015
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 72,704,853 75,336,538
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...   0
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 58,261,861 56,319,467
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 27,306,014 29,563,659
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 85,567,875 85,883,126
19 Revenue less expenses. Subtract line 18 from line 12....... -12,863,022 -10,546,588
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 479,905,453 523,349,196
21 Total liabilities (Part X, line 26)............. 557,177,566 634,179,778
22 Net assets or fund balances. Subtract line 21 from line 20..... -77,272,113 -110,830,582
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s 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.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 62,553,296 including grants of $   ) (Revenue $ 68,850,673 )
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 15,000 EMERGENCY SERVICES, OVER 1,800 SURGICAL CASES, 227 NEWBORN DELIVERIES, AND 37,045 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 65 BOARDS AND PLAYS AN ACTIVE ROLE WITH IHELP BY LEADING, SUPPORTING, ENCOURAGING AND PARTICIPATING IN ALL VOLUNTEER PROJECTS. IHELP SUPPORTS MORE THAN 30 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 EMPLOYEE VOLUNTEERS AND DONATIONS ARE STRONGLY ENCOURAGED. INFIRMARY HEALTH IS PROUD TO SUPPORT LOCAL ORGANIZATIONS LIKE FEEDING THE GULF COAST AND PRODISEE PANTRY WHO HELP ADDRESS HUNGER NEEDS ACROSS OUR LOCAL COMMUNITIES. THIS DECEMBER, OUR LEADERSHIP TEAM FROM ACROSS THE HEALTH SYSTEM RAISED MORE THAN 3,000 FOR THE FOOD BANKS DURING OUR YEAR- END LEADERSHIP SUMMIT. FOR EVERY DOLLAR DONATED, FEEDING THE GULF COAST AND PRODISEE PANTRY CAN HELP PROVIDE UP TO FIVE MEALS. THANKS TO THE INFIRMARY HEALTH TEAM, 15,000 MEALS WERE SERVED ACROSS OUR GULF COAST COMMUNITIES. IN SEPTEMBER 2021, INFIRMARY HEALTH HOSTED A DRIVE FOR EMPLOYEES TO GIVE BACK TO THE VICTIMS OF HURRICANE IDA. MOBILE INFIRMARY COLLECTED HYGIENE KITS, CLEANING SUPPLIES AND OTHER ITEMS FOR THOSE WHO WERE AFFECTED BY THE HURRICANE. IN TOTAL, THE HEALTH SYSTEM COLLECTED MORE THAN SEVEN PALLETS OF ITEMS TO DONATE TO THE NEW ORLEANS COMMUNITY. INFIRMARY HEALTH WAS A LEADER DURING THE COVID-19 PANDEMIC AND SAW MORE COVID-19 PATIENTS THAN ANY OTHER PROVIDER IN THE REGION. FROM APRIL 2021 - MARCH 2022, INFIRMARY HEALTH TEAMS ADMINISTERED MORE THAN 30,000 VACCINES TO THE COMMUNITY. IN MOBILE COUNTY, THE COVID VACCINE TEAM TRAVELED TO ANCILLARY AREAS IN THE COUNTY TO PROVIDE VACCINES TO THOSE WITH LIMITED ACCESS TO TRAVEL, AS WELL AS HOSTED SEVERAL ON CAMPUS AT MOBILE INFIRMARY. IN FY22, INFIRMARY HEALTH ALSO PARTICIPATED IN THE AMERICAN HEART ASSOCIATION'S ANNUAL MOBILE COUNTY AND BALDWIN COUNTY HEART WALKS FOR WHICH EMPLOYEES RAISED MORE THAN 10,000. CARDIAC REHABILITATION PATIENTS ALSO PARTICIPATED IN THE FUNDRAISING THROUGH PURCHASING T-SHIRTS AND REGISTERING FOR THE WALK. INFIRMARY HEALTH SUPPORTS OUR LOCAL AMERICAN CANCER SOCIETY WITH NUMEROUS FUNDRAISERS AND EVENTS THROUGH VOLUNTEER, IN-KIND, AND FINANCIAL CONTRIBUTIONS SUCH AS: RELAY FOR LIFE, MAKING STRIDES AGAINST BREAST CANCER, CHILI COOK-OFF, AND NUMEROUS OTHER AMERICAN CANCER SOCIETY EVENTS THROUGHOUT THE YEAR. IN OCTOBER 2021, INFIRMARY HEALTH RAISED MONEY FOR BOTH THE CHILI COOK OFF, RAISING MONEY FOR COLON CANCER AWARENESS, AND MAKING STRIDES AGAINST BREAST CANCER. FOR THE CHILI COOK OFF, EACH HOSPITAL SOLD T-SHIRTS AND TICKETS TO THE EVENT. IN TOTAL, 296 SHIRTS WERE SOLD, AND 1,422 WAS RAISED. FOR MAKING STRIDES, EACH HOSPITAL SOLD T-SHIRTS AND BREAST CANCER AWARENESS FLAGS, RAISING NEARLY 3,500. 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, SO THE UNIT TRAVELED TO MANY OUTLYING AREAS OF THE COMMUNITY SUCH AS THEODORE, CITRONELLE, LILLIAN AND OTHERS. DURING THIS FISCAL YEAR, THE UNIT WAS UTILIZED TO PROVIDE COVID-19 VACCINES TO COMMUNITIES. IN TOTAL, THE UNIT SAW MORE THAN 500 PATIENTS WHO WERE SCREENED FOR VARIOUS CANCERS AND/OR PROVIDED COVID-19 VACCINES. IN FEBRUARY 2022, INFIRMARY HEALTH CONDUCTED A NEW COMMUNITY HEALTH NEEDS ASSESSMENT TO DETERMINE THE NEEDS OF OUR COMMUNITIES IN BOTH MOBILE AND BALDWIN COUNTIES. BY SURVEYING AND INTERVIEWING COMMUNITY LEADERS THROUGH THE CHNA, TWO KEY AREAS OF NEED WERE IDENTIFIED: ACCESS TO CARE AND OBESITY/PHYSICAL ACTIVITY. ADDITIONALLY, AN EMPHASIS ON DIABETES, CANCER, HEART DISEASE AND MENTAL HEALTH WILL BE THE FOCUS OF CHNA INITIATIVES IN THE NEXT TWO FISCAL YEARS. 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 HEALTHY LIFESTYLES, SUPPORTING EMPLOYEE INVOLVEMENT IN HEALTHY INITIATIVES, AND ENHANCING EDUCATIONAL OPPORTUNITIES FOR TOMORROW'S CAREGIVERS, THESE GOALS ARE BEING REALIZED.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet62,553,296
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
Yes
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV..................... Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
112
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
1,505
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletBD
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
14
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
13
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJAMES MITCHELL5 MOBILE INFIRMARY CIRCLE   MOBILE,AL36607 (251) 435-3030
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) D MARK NIX......................................................................
PRESIDENT/CH
 20.00
.................
25.00 		X   X       3,274,030 0 216,071
(2) JOE STOUGH......................................................................
EVP/COO
 40.00
.................
  		      X     969,177 0 114,727
(3) JOE DENTON......................................................................
ASSISTANT TR
 40.00
.................
  		    X       864,569 0 119,077
(4) RICHARD B SANDERS......................................................................
EXECUTIVE VP
 40.00
.................
  		      X     779,608 0 116,110
(5) BILLY E STEPHENS......................................................................
EXECUTIVE VP
 40.00
.................
  		      X     773,497 0 86,968
(6) DARAN SCROGGIE......................................................................
CMIO
 20.00
.................
25.00 		        X   525,931 135,777 65,791
(7) SHEILA YOUNG......................................................................
VP HR
 40.00
.................
  		      X     527,787 0 100,270
(8) SUSAN BOUDREAU......................................................................
VICE PRESIDE
 40.00
.................
  		      X     537,946 0 88,631
(9) SCOTT BROWINING......................................................................
ASSISTANT SE
 40.00
.................
  		    X       532,825 0 71,526
(10) SCOTT FENN......................................................................
VICE PRESIDE
 40.00
.................
  		        X   499,334 0 74,475
(11) KERRY TOLLESON......................................................................
VICE PRESIDE
 40.00
.................
  		      X     496,380 0 60,574
(12) ORMAND THOMPSON......................................................................
VICE PRESIDE
 40.00
.................
  		      X     445,279 0 91,440
(13) ALAN HOLLEY......................................................................
VICE PRESIDE
 40.00
.................
  		      X     412,533 0 91,913
(14) KERN A WILSON......................................................................
VICE PRESIDE
 40.00
.................
  		      X     392,874 0 93,314
(15) DENNIS SUMMERFORD......................................................................
VICE PRESIDE
 40.00
.................
  		      X     396,890 0 75,522
(16) ROMIE ASHER......................................................................
VICE PRESIDE
 40.00
.................
  		        X   380,496 0 78,189
(17) JAMES MITCHELL......................................................................
ASSISTANT TR
 40.00
.................
  		    X       323,973 0 78,555
Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) TONY PALAZZO........................................................................
VICE PRESIDE
 40.00
.......................   		        X   319,841 0 52,649
(19) BEN HANSERT........................................................................
VICE PRESIDE
 40.00
.......................   		      X     324,162 0 44,756
(20) KENNY BREAL........................................................................
VICE PRESIDE
 40.00
.......................   		      X     292,542 0 49,024
(21) GEORGIE CAIN........................................................................
VICE PRESIDE
 40.00
.......................   		      X     234,108 0 56,988
(22) LAURA CLARK........................................................................
DIRECTOR
 0.10
.......................   		X           0 0 0
(23) ROBERT S FROST........................................................................
DIRECTOR/CHA
 0.10
.......................   		X   X       0 0 0
(24) MICHAEL HOLBERG........................................................................
DIRECTOR/SEC
 0.10
.......................   		X   X       0 0 0
(25) FRANK J LOTT III........................................................................
DIRECTOR
 0.10
.......................   		X           0 0 0
(26) JOHN H BAKER III........................................................................
DIRECTOR
 0.10
.......................   		X           0 0 0
(27) T BESTOR WARD III........................................................................
DIRECTOR
 0.10
.......................   		X           0 0 0
(28) JOEL T DAVES IV........................................................................
DIRECTOR
 0.10
.......................   		X   X       0 0 0
(29) JOHN M TURNER JR........................................................................
DIRECTOR
 0.10
.......................   		X           0 0 0
(30) JASON M PADGET........................................................................
DIRECTOR
 0.10
.......................   		X           0 0 0
(31) MICHAEL E PIERCE........................................................................
DIRECTOR
 0.10
.......................   		X           0 0 0
(32) RODNEY A PILOT........................................................................
DIRECTOR
 0.10
.......................   		X           0 0 0
(33) CHRISTOPHER WATKINS........................................................................
DIRECTOR/TRE
 0.10
.......................   		X           0 0 0
(34) JOHN WHITE-SPUNNER........................................................................
DIRECTOR
 0.10
.......................   		X           0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 13,303,782 135,777 1,826,570
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet184
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
I-10 DAPHNE LLC

118 NORTH ROYAL ST
SUITE 700
MOBILE,AL36602 		RENT 1,485,757
INNOVATIVE CONSULTING GROUP

9210 PETERSBERG ROAD
EVANSVILLE,IN47725 		CONSULTING 1,381,605
CHANGE HEALTHCARE SOLUTIONS LLC

PO BOX 572490
MURRAY,UT841572490 		HEALTHCARE TECH 610,687
KPMG LLP

1501 N PLANO ROAD
RICHARDSON,TX75081 		AUDIT 492,017
MELTON EPSY & WILLIAMS PC

PO DRAWER 5130
MONTGOMERY,AL36103 		LEGAL 369,886
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet18
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet  
Program Service RevenueAmt Business Code
2a SHARED SUPPORT SERVICES 561499 63,335,504 63,335,504    
b MANAGEMENT SERVICES 561000 3,378,052 3,378,052    
c BUILDING RENTAL 532000 1,828,738 1,828,738    
d PATIENT CARE SERVICES 621400 53,972 53,972    
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 68,596,266
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 483,816     483,816
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   5,679,794 6a
b Less: rental expenses   1,797,186 6b
c Rental income or (loss)   3,882,608 6c
d Net rental income or (loss).......MediumBullet 3,882,608     3,882,608
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   8,929,094 7a
b Less: cost or other basis and sales expenses   6,809,653 7b
c Gain or (loss)   2,119,441 7c
d Net gain or (loss).........MediumBullet 2,119,441     2,119,441
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a MISCELLANEOUS REVENUE 900099 254,407 254,407    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 254,407
12 Total revenue. See instructions.....MediumBullet 75,336,538 68,850,673   6,485,865
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....    
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 11,096,690 3,063,434 8,033,256  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 29,715,221 22,754,431 6,960,790  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 3,047,733 2,333,802 713,931  
9 Other employee benefits ....... 5,887,175 4,508,104 1,379,071  
10 Payroll taxes ........... 6,572,648 5,033,005 1,539,643  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 697,645   697,645  
c Accounting ........... 512,877   512,877  
d Lobbying ........... 3,150   3,150  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 913,195   913,195  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 1,616,033   1,616,033  
12 Advertising and promotion .... 960,239   960,239  
13 Office expenses ....... 1,933,400 1,933,400    
14 Information technology ...... 12,788,931 12,788,931    
15 Royalties ..        
16 Occupancy ........... 1,690,794 1,690,794    
17 Travel ............ 206,986 206,986    
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 73,723 73,723    
20 Interest ........... 964,452 964,452    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 5,313,387 5,313,387    
23 Insurance ... 991,101 991,101    
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a TAXES AND LICENSES 570,676 570,676    
b DUES AND SUBSCRIPTIONS 196,327 196,327    
c SPONSORSHIPS 101,329 101,329    
d MISCELLANEOUS EXPENSES 29,414 29,414    
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 85,883,126 62,553,296 23,329,830 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 74,057,253 1 52,554,324
2 Savings and temporary cash investments ......... 42,365,362 2 46,039,081
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 19,371,780 4 16,155,351
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ........... 224,254,722 7 220,758,084
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 3,923,711 9 5,034,582
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 201,088,268
b Less: accumulated depreciation 10b 73,896,286 98,349,021 10c 127,191,982
11 Investments—publicly traded securities . 95,258 11 149,514
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 17,488,346 15 55,466,278
16 Total assets. Add lines 1 through 15 (must equal line 33)... 479,905,453 16 523,349,196
Liabilities 17 Accounts payable and accrued expenses ..... 285,299,913 17 302,059,683
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities ......... 249,057,905 20 285,501,438
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties .. 11,300,000 23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 11,519,748 25 46,618,657
26 Total liabilities. Add lines 17 through 25.. 557,177,566 26 634,179,778
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... -77,272,113 27 -110,830,582
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... -77,272,113 32 -110,830,582
33 Total liabilities and net assets/fund balances ........ 479,905,453 33 523,349,196
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
75,336,538
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
85,883,126
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-10,546,588
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
-77,272,113
5
Net unrealized gains (losses) on investments ...............
5
67,079
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-23,078,960
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
-110,830,582
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2021)
Form 990 (2021)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
INFIRMARY HEALTH SYSTEM INC
 
Employer identification number

63-0841123
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .   64,462   15,000   79,462
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose 65,377,979 70,424,900 69,025,095 66,179,583 68,596,266 339,603,823
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5 65,377,979 70,489,362 69,025,095 66,194,583 68,596,266 339,683,285
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.) 339,683,285
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
9 Amounts from line 6... 65,377,979 70,489,362 69,025,095 66,194,583 68,596,266 339,683,285
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 5,656,762 5,950,969 5,902,185 5,878,779 6,163,610 29,552,305
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b. 5,656,762 5,950,969 5,902,185 5,878,779 6,163,610 29,552,305
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..       322,554 254,407 576,961
13 Total support. (Add lines 9, 10c, 11, and 12.).. 71,034,741 76,440,331 74,927,280 72,395,916 75,014,283 369,812,551
14
Section C. Computation of Public Support Percentage
15
15
91.850 %
16
16
91.570 %
Section D. Computation of Investment Income Percentage
17
17
8.000 %
18
18
8.000 %
19a
b
20
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2021 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2021 		(iii)
Distributable
Amount for 2021
1 Distributable amount for 2021 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2021:
a From 2016.......  
b From 2017.......  
c From 2018.......  
d From 2019.......  
e From 2020.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2021 distributable amount  
i Carryover from 2016 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2021 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2021 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2021, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2021. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2022. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2017.....  
b Excess from 2018.....  
c Excess from 2019.....  
d Excess from 2020.....  
e Excess from 2021.....  
Schedule A (Form 990) (2021)

Schedule A (Form 990) 2021
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
PART III, LINE 12 576,961
Schedule A (Form 990) 2021


Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
INFIRMARY HEALTH SYSTEM INC
 
Employer identification number

63-0841123
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   30,564,754 30,564,754
b Buildings ....   141,077,983 54,017,977 87,060,006
c Leasehold improvements   3,412,612 1,617,711 1,794,901
d Equipment ....   17,329,791 15,627,626 1,702,165
e Other .....   8,703,128 2,632,972 6,070,156
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 127,191,982
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)SCFFA ACQUISITION FUND 41,076,986
(2)RIGHT OF USE ASSETS OP LEASE 9,396,154
(3)OTHER ASSETS 4,993,138
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 55,466,278
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 46,618,657
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D (Form 990) 2021


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
INFIRMARY HEALTH SYSTEM INC
 
Employer identification number

63-0841123
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
CENTRAL AMERICA/CARIBBEAN     PROGRAM SERVICES SELF INSURANCE 4,582,851
CENTRAL AMERICA/CARIBBEAN     INVESTMENTS   34,144,141
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ....     38,726,992
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     38,726,992
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2021
Schedule F (Form 990) 2021
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2021
Schedule F (Form 990) 2021Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2021
Schedule F (Form 990) 2021
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2021
Schedule F (Form 990) 2021
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
SCHEDULE F, PAGE 1, PART I, LINE 3 CENTRAL AMERICA/CARIBBEAN 4,582,851 0 CENTRAL AMERICA/CARIBBEAN 0 34,144,141
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2021
Additional Data


Software ID:  
Software Version:  



Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
INFIRMARY HEALTH SYSTEM INC
 
Employer identification number

63-0841123
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1D MARK NIX
PRESIDENT/CHAIRMAN 		(i)

(ii)		 845,685
-------------
  		515,789
-------------
  		1,912,556
-------------
  		194,013
-------------
  		22,058
-------------
  		3,490,101
-------------
  		 
-------------
 
2JOE STOUGH
EVP/COO 		(i)

(ii)		 515,144
-------------
  		260,391
-------------
  		193,642
-------------
  		91,382
-------------
  		23,345
-------------
  		1,083,904
-------------
  		 
-------------
 
3JOE DENTON
ASSISTANT TREASURER 		(i)

(ii)		 490,246
-------------
  		237,257
-------------
  		137,066
-------------
  		98,482
-------------
  		20,595
-------------
  		983,646
-------------
  		 
-------------
 
4RICHARD B SANDERS
EXECUTIVE VP 		(i)

(ii)		 415,907
-------------
  		183,917
-------------
  		179,784
-------------
  		97,754
-------------
  		18,356
-------------
  		895,718
-------------
  		 
-------------
 
5BILLY E STEPHENS
EXECUTIVE VP 		(i)

(ii)		 350,460
-------------
  		161,047
-------------
  		261,990
-------------
  		66,512
-------------
  		20,456
-------------
  		860,465
-------------
  		 
-------------
 
6DARAN SCROGGIE
CMIO 		(i)

(ii)		 336,714
-------------
135,777 		118,793
-------------
  		70,424
-------------
  		42,696
-------------
  		23,095
-------------
  		591,722
-------------
135,777 		 
-------------
 
7SHEILA YOUNG
VP HR 		(i)

(ii)		 314,041
-------------
  		145,987
-------------
  		67,759
-------------
  		80,102
-------------
  		20,168
-------------
  		628,057
-------------
  		 
-------------
 
8SUSAN BOUDREAU
VICE PRESIDENT 		(i)

(ii)		 344,129
-------------
  		146,111
-------------
  		47,706
-------------
  		68,273
-------------
  		20,358
-------------
  		626,577
-------------
  		 
-------------
 
9SCOTT BROWINING
ASSISTANT SECRETARY 		(i)

(ii)		 348,848
-------------
  		108,128
-------------
  		75,849
-------------
  		49,431
-------------
  		22,095
-------------
  		604,351
-------------
  		 
-------------
 
10SCOTT FENN
VICE PRESIDENT 		(i)

(ii)		 344,075
-------------
  		125,447
-------------
  		29,812
-------------
  		52,380
-------------
  		22,095
-------------
  		573,809
-------------
  		 
-------------
 
11KERRY TOLLESON
VICE PRESIDENT 		(i)

(ii)		 309,199
-------------
  		105,872
-------------
  		81,309
-------------
  		37,229
-------------
  		23,345
-------------
  		556,954
-------------
  		 
-------------
 
12ORMAND THOMPSON
VICE PRESIDENT 		(i)

(ii)		 265,068
-------------
  		101,047
-------------
  		79,164
-------------
  		68,382
-------------
  		23,058
-------------
  		536,719
-------------
  		 
-------------
 
13ALAN HOLLEY
VICE PRESIDENT 		(i)

(ii)		 235,763
-------------
  		108,984
-------------
  		67,786
-------------
  		71,555
-------------
  		20,358
-------------
  		504,446
-------------
  		 
-------------
 
14KERN A WILSON
VICE PRESIDENT 		(i)

(ii)		 244,525
-------------
  		78,575
-------------
  		69,774
-------------
  		72,454
-------------
  		20,860
-------------
  		486,188
-------------
  		 
-------------
 
15DENNIS SUMMERFORD
VICE PRESIDENT 		(i)

(ii)		 254,950
-------------
  		82,742
-------------
  		59,198
-------------
  		53,864
-------------
  		21,658
-------------
  		472,412
-------------
  		 
-------------
 
16ROMIE ASHER
VICE PRESIDENT 		(i)

(ii)		 234,518
-------------
  		91,468
-------------
  		54,510
-------------
  		60,483
-------------
  		17,706
-------------
  		458,685
-------------
  		 
-------------
 
17JAMES MITCHELL
ASSISTANT TREASURER 		(i)

(ii)		 199,813
-------------
  		64,878
-------------
  		59,282
-------------
  		60,388
-------------
  		18,167
-------------
  		402,528
-------------
  		 
-------------
 
18TONY PALAZZO
VICE PRESIDENT 		(i)

(ii)		 214,584
-------------
  		64,324
-------------
  		40,933
-------------
  		29,454
-------------
  		23,195
-------------
  		372,490
-------------
  		 
-------------
 
19BEN HANSERT
VICE PRESIDENT 		(i)

(ii)		 217,485
-------------
  		67,297
-------------
  		39,380
-------------
  		27,089
-------------
  		17,667
-------------
  		368,918
-------------
  		 
-------------
 
20KENNY BREAL
VICE PRESIDENT 		(i)

(ii)		 207,538
-------------
  		65,440
-------------
  		19,564
-------------
  		28,429
-------------
  		20,595
-------------
  		341,566
-------------
  		 
-------------
 
21GEORGIE CAIN
VICE PRESIDENT 		(i)

(ii)		 189,752
-------------
  		22,848
-------------
  		21,508
-------------
  		34,038
-------------
  		22,950
-------------
  		291,096
-------------
  		 
-------------
 
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
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 (AS OF 2017). 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 D. MARK NIX 0 156,363 0 JOE STOUGH 0 76,194 0 JOE DENTON 0 71,694 0 RICHARD B. SANDERS 0 60,104 0 BILLY E. STEPHENS 0 28,862 0 DARAN SCROGGIE 0 32,571 0 SHEILA YOUNG 0 45,302 0 SUSAN BOUDREAU 0 33,473 0 SCOTT BROWINING 0 34,243 0 SCOTT FENN 0 33,804 0 KERRY TOLLESON 0 28,529 0 ORMAND THOMPSON 0 30,732 0 ALAN HOLLEY 0 33,905 0 KERN A. WILSON 0 34,804 0 DENNIS SUMMERFORD 0 24,864 0 ROMIE ASHER 0 22,304 0 JAMES MITCHELL 0 29,100 0 TONY PALAZZO 0 21,104 0 BEN HANSERT 0 20,694 0 KENNY BREAL 0 20,301 0 GEORGIE CAIN 0 9,643 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.
Schedule J (Form 990) 2021

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
INFIRMARY HEALTH SYSTEM INC
 
Employer identification number
63-0841123
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A IHS SPECIAL CARE FACILITIES
AUTHORITY OF MOBILE 		63-1241115 45663NBW1 03-02-2016 265,266,409 REV BONDS SERIES 2016 A, B, C SCHEDULE K, PART I, LINE 1B, COLUMN (C) THE SERIES 2016A BONDS ARE BEI   X   X   X
B IHS SPECIAL CARE FACILITIES
AUTHORITY OF MOBILE 		63-1241115 45663NCD2 09-14-2021 155,603,209 REV BONDS SERIES 2021 A, B, C SCHEDULE K, PART I, LINE 1B, COLUMN (C) THE SERIES 2021A BONDS ARE BEI   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 134,724,039 644,142    
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 265,955,153 155,505,606    
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ............... 37,177,649      
7 Issuance costs from proceeds ............... 1,374,780 1,234,425    
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............   88,775    
11 Other spent proceeds ............. 227,402,725 113,047,857    
12 Other unspent proceeds .............   41,134,549    
13 Year of substantial completion ............. 2020
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		X   X          
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		X     X        
16 Has the final allocation of proceeds been made? .......... X     X        
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X     X        
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X        
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X        
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X          
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X          
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X        
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet   0.870 %    
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet   0.110 %    
6 Total of lines 4 and 5 .............   0.980 %    
7 Does the bond issue meet the private security or payment test? ...   X   X        
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X        
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		  X   X        
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X        
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X        
b Exception to rebate? ........   X   X        
c No rebate due? .........   X   X        
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X        
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X        
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X        
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X        
7 Has the organization established written procedures to monitor the requirements of section 148? ...   X   X        
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?   X   X        
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
PURPOSE OF ISSUE DESCRIPTION IHS SPECIAL CARE FACILITIES REV BONDS SERIES 2016 A, B, C SCHEDULE K, PART I, LINE 1B, COLUMN (C) THE SERIES 2016A BONDS ARE BEING ISSUED IN THE BOOK ENTRY SYSTEM AND WILL BE ASSIGNED CUSIP NUMBER 45663NBW1 ON ITS LATEST MATURITY. THE SERIES 2016B BONDS AND THE SERIES 2016C BONDS ARE BEING ISSUED IN THE BANK LOAN MODE UNDER THE RELATED INDENTURES FOR SUCH BONDS. THE SERIES 2016B BONDS AND SERIES 2016C BONDS WILL BE EVIDENCED BY A SINGLE PHYSICAL CERTIFICATE THAT WILL NOT BE IN THE BOOK ENTRY SYSTEM. THOSE BONDS WILL NOT BE ASSIGNED CUSIP NUMBERS. DESCRIPTION OF PURPOSE SCHEDULE K, LINE 1B, COLUMN (F) SERIES 2016A: REFUND SERIES 2012-E BONDS, A PORTION OF SERIES 2012-F BONDS, AND A PORTION OF SERIES 2010-A BONDS AND CONSTRUCTION/RENOVATION OF HOSPITAL FACILITIES. SERIES 2016B: REFUND 2012-B BONDS, A PORTION OF SERIES 2012-D BONDS, AND A PORTION OF SERIES 2012-F BONDS. SERIES 2016C: REFUND 2012-C BONDS AND A PORTION OF SERIES 2012-D BONDS
PURPOSE OF ISSUE DESCRIPTION IHS SPECIAL CARE FACILITIES REV BONDS SERIES 2021 A, B, C SCHEDULE K, PART I, LINE 1B, COLUMN (C) THE SERIES 2021A BONDS ARE BEING ISSUED IN THE BOOK ENTRY SYSTEM AND WILL BE ASSIGNED CUSIP NUMBER 45663NCD2 ON ITS LATEST MATURITY. THE SERIES 2021B BONDS ARE BEING ISSUED IN THE BOOK ENTRY SYSTEM AS A SINGLE PHYSICAL CERTIFICATE AND WILL BE ASSIGNED THE FOLLOWING CUSIP NUMBER: 45663NCE0. THE SERIES 2021C BONDS ARE BEING ISSUED IN THE DIRECT LOAN MODE UNDER THE RELATED INDENTURE FOR SUCH BONDS. THE SERIES 2021C BONDS WILL BE EVIDENCED BY A SINGLE PHYSICAL CERTIFICATE THAT WILL NOT BE IN THE BOOK ENTRY SYSTEM AND WILL NOT BE ASSIGNED CUSIP NUMBERS. DESCRIPTION OF PURPOSE SCHEDULE K, LINE 1B, COLUMN (F) SERIES 2021A: REFUND SERIES 2016B BONDS AND CONSTRUCTION/RENOVATION OF HOSPITAL FACILITIES. SERIES 2021B: CONSTRUCTION/RENOVATION OF HOSPITAL FACILITIES SERIES 2016C: REFUND 2016C BONDS
Schedule K (Form 990) 2021

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Schedule L
(Form 990)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
INFIRMARY HEALTH SYSTEM INC
 
Employer identification number

63-0841123
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) 2021
Schedule L (Form 990) 2021
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) JOEL DAVES DIRECTOR SON 50,266 WAGES   No
(2) RYAN SUMMERFORD KEY EE SON 87,560 WAGES   No
(3) KATHLEEN DENTON DIRECTOR SPOUSE 52,371 WAGES   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
SCHEDULE L, PART V DESCRIPTION OF BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS SCHEDULE L, PART IV JOEL DAVES IS THE SON OF JOEL T. DAVES, IV, DIRECTOR OF THE ORGANIZATION. DURING THE TAX YEAR, HE RECEIVED 50,266 IN WAGES FROM THE ORGANIZATION. RYAN SUMMERFORD IS THE SON OF DENNIS SUMMERFORD, A KEY EMPLOYEE OF THE ORGANIZATION. DURING THE TAX YEAR, HE RECEIVED 87,560 IN WAGES FROM THE ORGANIZATION. KATHLEEN DENTON IS THE SPOUSE OF JOE DENTON, AN OFFICER OF THE ORGANIZATION. DURING THE TAX YEAR, SHE RECEIVED 52,371 IN WAGES FROM THE ORGANIZATION.
Schedule L (Form 990) 2021


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SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
INFIRMARY HEALTH SYSTEM INC
 
Employer identification number

63-0841123
Return Reference Explanation
FORM 990 - ORGANIZATION'S 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.
FORM 990, PAGE 2, PART III, LINE 4A 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 15,000 EMERGENCY SERVICES, OVER 1,800 SURGICAL CASES, 227 NEWBORN DELIVERIES, AND 37,045 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 65 BOARDS AND PLAYS AN ACTIVE ROLE WITH IHELP BY LEADING, SUPPORTING, ENCOURAGING AND PARTICIPATING IN ALL VOLUNTEER PROJECTS. IHELP SUPPORTS MORE THAN 30 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 EMPLOYEE VOLUNTEERS AND DONATIONS ARE STRONGLY ENCOURAGED. INFIRMARY HEALTH IS PROUD TO SUPPORT LOCAL ORGANIZATIONS LIKE FEEDING THE GULF COAST AND PRODISEE PANTRY WHO HELP ADDRESS HUNGER NEEDS ACROSS OUR LOCAL COMMUNITIES. THIS DECEMBER, OUR LEADERSHIP TEAM FROM ACROSS THE HEALTH SYSTEM RAISED MORE THAN 3,000 FOR THE FOOD BANKS DURING OUR YEAR- END LEADERSHIP SUMMIT. FOR EVERY DOLLAR DONATED, FEEDING THE GULF COAST AND PRODISEE PANTRY CAN HELP PROVIDE UP TO FIVE MEALS. THANKS TO THE INFIRMARY HEALTH TEAM, 15,000 MEALS WERE SERVED ACROSS OUR GULF COAST COMMUNITIES. IN SEPTEMBER 2021, INFIRMARY HEALTH HOSTED A DRIVE FOR EMPLOYEES TO GIVE BACK TO THE VICTIMS OF HURRICANE IDA. MOBILE INFIRMARY COLLECTED HYGIENE KITS, CLEANING SUPPLIES AND OTHER ITEMS FOR THOSE WHO WERE AFFECTED BY THE HURRICANE. IN TOTAL, THE HEALTH SYSTEM COLLECTED MORE THAN SEVEN PALLETS OF ITEMS TO DONATE TO THE NEW ORLEANS COMMUNITY. INFIRMARY HEALTH WAS A LEADER DURING THE COVID-19 PANDEMIC AND SAW MORE COVID-19 PATIENTS THAN ANY OTHER PROVIDER IN THE REGION. FROM APRIL 2021 - MARCH 2022, INFIRMARY HEALTH TEAMS ADMINISTERED MORE THAN 30,000 VACCINES TO THE COMMUNITY. IN MOBILE COUNTY, THE COVID VACCINE TEAM TRAVELED TO ANCILLARY AREAS IN THE COUNTY TO PROVIDE VACCINES TO THOSE WITH LIMITED ACCESS TO TRAVEL, AS WELL AS HOSTED SEVERAL ON CAMPUS AT MOBILE INFIRMARY. IN FY22, INFIRMARY HEALTH ALSO PARTICIPATED IN THE AMERICAN HEART ASSOCIATION'S ANNUAL MOBILE COUNTY AND BALDWIN COUNTY HEART WALKS FOR WHICH EMPLOYEES RAISED MORE THAN 10,000. CARDIAC REHABILITATION PATIENTS ALSO PARTICIPATED IN THE FUNDRAISING THROUGH PURCHASING T-SHIRTS AND REGISTERING FOR THE WALK. INFIRMARY HEALTH SUPPORTS OUR LOCAL AMERICAN CANCER SOCIETY WITH NUMEROUS FUNDRAISERS AND EVENTS THROUGH VOLUNTEER, IN-KIND, AND FINANCIAL CONTRIBUTIONS SUCH AS: RELAY FOR LIFE, MAKING STRIDES AGAINST BREAST CANCER, CHILI COOK-OFF, AND NUMEROUS OTHER AMERICAN CANCER SOCIETY EVENTS THROUGHOUT THE YEAR. IN OCTOBER 2021, INFIRMARY HEALTH RAISED MONEY FOR BOTH THE CHILI COOK OFF, RAISING MONEY FOR COLON CANCER AWARENESS, AND MAKING STRIDES AGAINST BREAST CANCER. FOR THE CHILI COOK OFF, EACH HOSPITAL SOLD T-SHIRTS AND TICKETS TO THE EVENT. IN TOTAL, 296 SHIRTS WERE SOLD, AND 1,422 WAS RAISED. FOR MAKING STRIDES, EACH HOSPITAL SOLD T-SHIRTS AND BREAST CANCER AWARENESS FLAGS, RAISING NEARLY 3,500. 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, SO THE UNIT TRAVELED TO MANY OUTLYING AREAS OF THE COMMUNITY SUCH AS THEODORE, CITRONELLE, LILLIAN AND OTHERS. DURING THIS FISCAL YEAR, THE UNIT WAS UTILIZED TO PROVIDE COVID-19 VACCINES TO COMMUNITIES. IN TOTAL, THE UNIT SAW MORE THAN 500 PATIENTS WHO WERE SCREENED FOR VARIOUS CANCERS AND/OR PROVIDED COVID-19 VACCINES. IN FEBRUARY 2022, INFIRMARY HEALTH CONDUCTED A NEW COMMUNITY HEALTH NEEDS ASSESSMENT TO DETERMINE THE NEEDS OF OUR COMMUNITIES IN BOTH MOBILE AND BALDWIN COUNTIES. BY SURVEYING AND INTERVIEWING COMMUNITY LEADERS THROUGH THE CHNA, TWO KEY AREAS OF NEED WERE IDENTIFIED: ACCESS TO CARE AND OBESITY/PHYSICAL ACTIVITY. ADDITIONALLY, AN EMPHASIS ON DIABETES, CANCER, HEART DISEASE AND MENTAL HEALTH WILL BE THE FOCUS OF CHNA INITIATIVES IN THE NEXT TWO FISCAL YEARS. 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 HEALTHY LIFESTYLES, SUPPORTING EMPLOYEE INVOLVEMENT IN HEALTHY INITIATIVES, AND ENHANCING EDUCATIONAL OPPORTUNITIES FOR TOMORROW'S CAREGIVERS, THESE GOALS ARE BEING REALIZED.
FORM 990, PART V, LINE 4B BERMUDA
FORM 990, PAGE 6, PART VI, LINE 11B WARREN AVERETT, LLC PREPARED FORM 990 FROM INFORMATION PROVIDED BY IHS. THE FORM 990 IS THEN REVIEWED BY THE IHS ACCOUNTING DEPARTMENT BEFORE A FINAL DRAFT COPY IS PROVIDED TO THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND IN- HOUSE COUNSEL FOR REVIEW. THE FORM 990 WILL NOT BE PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING WITH INTERNAL REVENUE SERVICE.
FORM 990, PAGE 6, PART VI, LINE 12C OFFICERS ARE REQUIRED ANNUALLY TO REVIEW THE CONFLICT OF INTEREST POLICY WHICH DEFINES CONFLICTS OF INTEREST AND ADVISES THAT ALL SUCH CONFLICTS SHOULD BE AVOIDED IF POSSIBLE. ALL OFFICERS ARE REQUIRED TO REPORT ANY CONFLICTS OF INTEREST AS THEY BECOME AWARE. DIRECTORS ARE ASKED ANNUALLY TO SIGN A CONFLICT OF INTEREST STATEMENT WHICH INCLUDES THE CONFLICT OF INTEREST POLICY. THE DIRECTOR IS ASKED TO DISCLOSE THE EARLIEST POSSIBLE MEETING OF THE BOARD OF DIRECTORS AFTER THE DIRECTOR BECOMES AWARE OF THE EXISTING OR POTENTIAL CONFLICTING INTEREST. THE CHAIRMAN OF THE BOARD MAKES THE DECISION AS TO WHETHER THERE IS A CONFLICT OF INTEREST AND WILL ALSO RESOLVE ANY CONFLICTS WITHIN THE BOARD.
FORM 990, PAGE 6, PART VI, LINE 15A THE INFIRMARY HEALTH (IH) 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 THE ORGANIZATION'S ANNUAL MERIT GUIDELINES. EACH POSITION IS ASSIGNED A SALARY RANGE BASED ON THEIR 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. IH 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 WILLIS TOWERS WATSON. THE ANNUAL MERIT GUIDELINES ARE DETERMINED BY THE ORGANIZATION'S ABILITY TO PAY (BUDGET). FOR EXECUTIVES, THE CEO AND SVP, 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. IH HAS AN EXTERNAL REVIEW OF COMPENSATION PRACTICES EVERY TWO YEARS AND WAS MOST RECENTLY REVIEWED BY SULLIVAN COTTER IN 2021.
FORM 990, PAGE 6, PART VI, LINE 15B SEE RESPONSE TO 15A ABOVE.
FORM 990, PAGE 6, PART VI, LINE 19 THE CORPORATE CHARTER OF INFIRMARY HEALTH SYSTEM IS A MATTER OF PUBLIC RECORD IN THE PROBATE COURT OF MOBILE COUNTY, AL. THE CORPORATE BYLAWS, THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC AT THIS TIME.
FORM 990, PART XI, LINE 9 PENSION PLAN CHANGES 1,911,674 INTERCOMPANY TRANSFERS -24,990,634 TOTAL -23,078,960
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
INFIRMARY HEALTH SYSTEM INC
 
Employer identification number

63-0841123
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)GULF HEALTH HOSPITALS INC
PO BOX 2226

MOBILE,AL36652
63-0891904 		HOSPITAL AL 3 3 IHS
 
Yes
 
(2)GULF HEALTH PROPERTIES INC
PO BOX 2226

MOBILE,AL36652
63-0933700 		REAL ESTAT AL 2   IHS
 
Yes
 
(3)INFIRMARY FOUNDATION INC
PO BOX 2226

MOBILE,AL36652
63-0870620 		FOUNDATION AL 3 7 IHS
 
Yes
 
(4)INFIRMARY HEALTH HOSPITALS INC
PO BOX 2226

MOBILE,AL36652
20-3713023 		HOSPITALS AL 3 3 IHS
 
Yes
 
(5)MOBILE INFIRMARY ASSOCIATION
PO BOX 2226

MOBILE,AL36652
63-0288856 		HOSPITAL AL 3 3 IHS
 
Yes
 




For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) PROF&GEN PATIENT LIAB SELF-INS TRST

PO BOX 2226
MOBILE,AL36652
63-6117376 		SELF INS AL IHS
  		TRUST 130 1,178,166 100.000 %   No
(2) WORKER'S COMPENSATION TRUST

PO BOX 2226
MOBILE,AL36652
93-6118459 		SELF INS AL IHS
  		TRUST 3 932,591 100.000 %   No
(3) INFIRMARY MEDICAL CLINICS INC
& SUBSIIDIARIES
PO BOX 2226
MOBILE,AL36652
63-0985524 		PHY OFFICE AL IHS
  		C CORP 164,810,288 73,666,830 100.000 %   No
(4) GULF HEALTH MGT SERVC INC

PO BOX 2226
MOBILE,AL36652
56-2332377 		MANAGEMENT AL IHS
  		C CORP 1,223,802 7,174,283 100.000 %   No
(5) AMERICAN OAK HILL ASSUR LTD

PO BOX 2226
MOBILE,AL36652
98-0604272 		SELF INS AL IHS
  		C CORP 4,292,428 34,144,141 100.000 %   No




Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) MOBILE INFIRMARY ASSOCIATION

 A 2,178,701 FMV
(2) INFIRMARY MEDICAL CLINICS INC

 A 4,619,198 FMV
(3) GULF HEALTH HOSPITALS INC

 A 496,525 FMV
(4) MOBILE INFIRMARY ASSOCIATION

 L 41,290,876 FMV
(5) GULF HEALTH PROPERTIES INC

 L 107,673 FMV
(6) GULF HEALTH HOSPITALS INC

 L 14,534,962 FMV
(7) INFIRMARY FOUNDATION INC

 L 375,586 FMV
(8) INFIRMARY HEALTH HOSPITALS INC

 L 1,351,066 FMV
(9) MOBILE INFIRMARY ASSOCIATION

 N 39,582,132 FMV
(10) INFIRMARY MEDICAL CLINICS INC

 N 8,968,529 FMV
(11) GULF HEALTH PROPERTIES INC

 N 141,528 FMV
(12) GULF HEALTH HOSPITALS INC

 N 20,093,241 FMV
(13) GULF HEALTH MANAGEMENT SERVICES INC

 N 159,852 FMV
(14) INFIRMARY HEALTH HOSPITALS INC

 N 1,102,117 FMV
(15) MOBILE INFIRMARY ASSOCIATION

 P 2,717,620 FMV
(16) GULF HEALTH HOSPITALS INC

 P 2,093,203 FMV
(17) MOBILE INFIRMARY ASSOCIATION

 Q 50,371,410 FMV
(18) INFIRMARY MEDICAL CLINICS INC

 Q 12,284,274 FMV
(19) GULF HEALTH HOSPITALS INC

 Q 44,252,237 FMV
(20) GULF HEALTH MANAGEMENT SERVICES INC

 Q 186,061 FMV
(21) INFIRMARY HEALH HOSPITALS INC

 Q 2,291,968 FMV
(22) INFIRMARY FOUNDATION INC

 Q 546,563 FMV
(23) MOBILE INFIRMARY ASSOCIATION

 R 8,047,090 FMV
(24) INFIRMARY MEDICAL CLINICS INC

 R 24,990,634 FMV
(25) GULF HEALTH HOSPITALS INC

 R 2,796,586 FMV
(26) AMERICAN OAK HILL ASSUR LTD

 R 13,717,800 FMV
(27) MOBILE INFIRMARY ASSOCIATION

 S 787,466 FMV
(28) GULF HEALTH HOSPITALS INC

 S 51,748 FMV
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2021

Additional Data


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