Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (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 | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 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 | ||||||
| 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 | ||||||
| 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.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 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.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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) |
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| 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): |
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| 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 | ||||
| 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 2023 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-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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6
Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2024. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| FORM 990, PAGE 1, ITEM C | MOBILE INFIRMARY MEDICAL CENTER |
| FORM 990, PAGE 2, PART III, LINE 4A | MOBILE INFIRMARY ASSOCIATION ("MOBILE INFIRMARY") IS LICENSED TO OPERATE 677 BEDS IN THE MOBILE INFIRMARY MEDICAL CENTER INCLUDING 41 PHYSICAL REHABILITATION BEDS IN THE J.L. BEDSOLE/ROTARY REHABILITATION HOSPITAL DIVISION, PROVIDING SERVICES NECESSARY TO DELIVER ESSENTIAL HEALTHCARE TO THE GULF COAST COMMUNITY REGARDLESS OF RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP, OR AGE. DURING THE FISCAL YEAR ENDED MARCH 31, 2024, MOBILE INFIRMARY SERVED OVER 23,200 INPATIENTS AND PROVIDED OVER 302,000 OUTPATIENT SERVICES, DELIVERED 816 BABIES, AND PERFORMED ALMOST 19,850 SURGERIES, INCLUDING 271 OPEN-HEART CASES. MOBILE INFIRMARY OPERATES A FULL-TIME LEVEL II EMERGENCY DEPARTMENT, OPEN TO ALL PERSONS WITHOUT REGARD FOR ABILITY TO PAY, WHICH TREATED OVER 64,000 PEOPLE DURING THE YEAR. THERE ARE MORE THAN 650 PHYSICIANS ON THE OPEN MEDICAL STAFF. (CONTINUED ON SCHEDULE O) AS THE FIRST HOSPITAL IN THE REGION TO ACQUIRE THE DA VINCI SURGICAL SYSTEM (ONE OF THE MOST PRECISE AND LEAST INVASIVE SURGICAL TREATMENTS AVAILABLE), MOBILE INFIRMARY HAS THE MOST COMPREHENSIVE ROBOTIC PROGRAM ALONG THE GULF COAST. THE DA VINCI SYSTEM PUTS THE SURGEON'S HANDS AT THE CONTROLS OF A STATE-OF-THE-ART ROBOTIC PLATFORM WITH 3D, HIGH- DEFINITION VISION AND MINIATURIZED, WRISTED INSTRUMENTS DESIGNED TO HELP DOCTORS TAKE SURGERY BEYOND THE LIMITS OF THE HUMAN HAND. THE DA VINCI SYSTEM ENABLES SURGEONS TO PERFORM EVEN THE MOST COMPLEX AND DELICATE PROCEDURES THROUGH VERY SMALL INCISIONS WITH UNMATCHED PRECISION. ALL SURGERIES ARE PERFORMED WITH A TEAM OF HIGHLY SKILLED AND TRAINED MEDICAL PROFESSIONALS. IN 2012, INFIRMARY HEALTH (AN AFFILIATED COMPANY) FORMED A VOLUNTEER COMMITTEE TO SERVE AS A GOVERNING BODY FOR COMMUNITY INVOLVEMENT FOR THE SYSTEM, INCLUDING MOBILE INFIRMARY. THIS COMMITTEE, KNOWN AS IHELP, HELPS BETTER MANAGE STAFF AND ORGANIZATIONAL RESOURCES BY ESTABLISHING A PROCESS TO EVALUATE COMMUNITY NEEDS AND ENSURE OUR COMMUNITY PROJECTS ARE IN LINE WITH OUR MISSION. THE OPERATION BOUNCE-BACK PROGRAM OFFERS MEDICALLY SUPERVISED EXERCISE, EDUCATION, AND COUNSELING TO PATIENTS WITH CARDIOVASCULAR DISEASES. THE PROGRAM ASSISTS THEM IN LEADING PRODUCTIVE AND ACTIVE LIVES. OPERATION BOUNCE-BACK IS ONE OF THE 10 LARGEST CARDIAC REHABILITATION PROGRAMS IN THE UNITED STATES AND THE FIRST CARDIAC REHABILITATION PROGRAM IN ALABAMA. PATIENTS OF ALL AGES, AND WITH MANY FORMS OF HEART DISEASE, BENEFIT FROM THE PROGRAM. MOBILE INFIRMARY PARTICIPATES IN THE MEDICARE AND MEDICAID PROGRAMS. IN ADDITION TO THAT, MOBILE INFIRMARY PROVIDES CARE TO PATIENTS WHO MEET THE CRITERIA OF ITS FINANCIAL ASSISTANCE POLICY. THE ORGANIZATION HAS EXPANDED THE FEDERAL POVERTY GUIDELINES TO AFFORD CHARITABLE CARE TO LARGER NUMBERS OF ITS PATIENT POPULATION. ALSO, AS A RESULT OF OPERATING THE ONLY HOSPITAL BASED INPATIENT PSYCHIATRIC UNIT IN THE COMMUNITY FOR ADULTS, THERE IS A SIGNIFICANT AMOUNT OF INDIGENT CARE PROVIDED THROUGH THIS SERVICE. THE TOTAL AMOUNT OF CHARGES FOREGONE FOR HEALTHCARE SERVICES AND SUPPLIES FURNISHED UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY FOR FISCAL- YEAR ENDING 2024 WAS OVER 23,411,000, INCLUDING PRESUMPTIVELY ELIGIBLE PATIENTS. THE DEBAKEY DRUG EDUCATION PROGRAM VEHICLE TRAVELS TO SCHOOLS THROUGHOUT FIVE COUNTIES OF SOUTHWEST ALABAMA TO EDUCATE CHILDREN ABOUT THE DANGERS OF ILLEGAL DRUG AND SUBSTANCE ABUSE. IN ADDITION TO VISITING PUBLIC, PRIVATE AND PAROCHIAL SCHOOLS, THE VEHICLE IS AVAILABLE FOR COMMUNITY EVENTS AND OTHER SPECIAL PROGRAMS. RECOGNIZED BY THE AMERICAN HOSPITAL ASSOCIATION, THE VEHICLE WAS THE FIRST OF ITS KIND IN THE COUNTRY. SINCE IT BEGAN IN 1994, MORE THAN 215,000 STUDENTS HAVE PARTICIPATED IN THE PROGRAM. MOBILE INFIRMARY OPERATES A CHARITY PHARMACY PROGRAM THAT CONNECTS LOW INCOME PATIENTS WHO QUALIFY WITH FREE MEDICATIONS THAT THEY MAY NOT OTHERWISE GET FILLED DUE TO THE COSTS. DURING THE FISCAL YEAR ENDING MARCH 31, 2024, MOBILE INFIRMARY PROVIDED OVER 64,000 IN FREE MEDICATIONS. THE MOBILE INFIRMARY CASE MANAGEMENT DEPARTMENT ALSO HELPS OTHER PATIENTS REGISTER FOR INDUSTRY SPONSORED PROGRAMS THAT HELP PATIENTS GET PRESCRIPTIONS FILLED AT NO OR REDUCED COST. MOBILE INFIRMARY PARTICIPATES IN THE 340B DRUG PROGRAM. THIS PROGRAM ALLOWS THE HOSPITAL TO PURCHASE DRUGS AT LOWER COSTS AND ROLL THE SAVINGS INTO PROGRAMS THAT BENEFIT THE COMMUNITY. THESE SAVINGS ARE USED TO FILL CHARITY PRESCRIPTIONS FOR UNINSURED AND UNDER INSURED PATIENTS, OFFER FREE CANCER SCREENINGS AND PREVENTION EDUCATION THROUGH OUR MOBILE CANCER SCREENING UNIT, PROVIDE UNCOMPENSATED CARE FOR UNDERINSURED PATIENTS, AND THE IMPLEMENTATION OF NEW SERVICES TO OPTIMIZE CARE FOR OUR PATIENTS. WITH THE GOAL OF BRINGING AWARENESS TO AMERICAN HEART MONTH AND HEART DISEASE, INFIRMARY HEALTH PARTICIPATED IN THE AMERICAN HEART ASSOCIATION'S ANNUAL MOBILE COUNTY HEART WALK IN NOVEMBER 2023. ADDITIONALLY, THROUGH INFIRMARY HEALTH'S 10,000 SPONSORSHIP TO AHA, MOBILE INFIRMARY DONATED CPR TRAINING KITS TO WILLIAMSON HIGH SCHOOL'S HEALTH SCIENCES PROGRAM. THE KITS PROVIDE HANDS-ON LEARNING EXPERIENCES AND EVERYTHING NEEDED TO TRAIN 10 STUDENTS AT ONCE IN CPR. MAY MARKS STROKE AWARENESS MONTH, AND TO CELEBRATE, MOBILE INFIRMARY'S STROKE COORDINATORS HELD SEVERAL COMMUNITY OUTREACH EFFORTS. THESE INCLUDED A COLORING CONTEST FOR LOCAL ELEMENTARY-AGED STUDENTS, WHICH INCLUDED A FREE COLORING BOOK FEATURING BEFAST (AN ACRONYM TO RECOGNIZE THE SYMPTOMS OF STROKE). ADDITIONALLY, THEY HELD COFFEE AND CLOTS EDUCATION EVENTS TO AND FREE BLOOD PRESSURE SCREENINGS FOR 250 INDIVIDUALS. THROUGHOUT FY24, THE STROKE COORDINATORS HELD MONTHLY FREE SUPPORT GROUPS FOR PATIENTS WHO HAD A STROKE. THEY ALSO ATTENDED 10 EVENTS THROUGHOUT THE YEAR AND PROVIDED STROKE EDUCATION TO MORE THAN 500 STUDENTS AND COMMUNITY MEMBERS. INFIRMARY HEALTH SUPPORTS ITS LOCAL AMERICAN CANCER SOCIETY (ACS) CHAPTER WITH NUMEROUS FUNDRAISERS AND EVENTS THROUGH VOLUNTEER, IN-KIND, AND FINANCIAL CONTRIBUTIONS SUCH AS MAKING STRIDES AGAINST BREAST CANCER, CHILI COOK-OFF, PINK PEARLS SUPPORT GROUP, AND NUMEROUS OTHER ACS EVENTS THROUGHOUT THE YEAR. IN OCTOBER 2023, INFIRMARY HEALTH PARTICIPATED AS THE SURVIVOR SPONSOR IN ACS'S ANNUAL MAKING STRIDES AGAINST BREAST CANCER WALK. IN ADDITION TO PARTICIPATING IN THE WALK, INFIRMARY HEALTH EMPLOYEES PURCHASED T-SHIRTS. THE FUNDRAISING EFFORTS GENERATED 2,285 FOR ACS. INFIRMARY HEALTH EMPLOYEES NOT ONLY HAVE A TEAM EACH YEAR FOR THE MAKING STRIDES AGAINST BREAST CANCER WALK AND THE CHILI COOK OFF, BUT EMPLOYEES ALSO SERVE ON THE PLANNING COMMITTEE FOR THE EVENT. INFIRMARY HEALTH SERVES AS A FLAGSHIP SPONSOR FOR THE CHILI COOK OFF EVENT THAT HAD MORE THAN 8,000 PARTICIPANTS AND IS THE SURVIVOR SPONSOR FOR THE BREAST CANCER WALK THAT HAS NEARLY 4,000 WALKERS. INFIRMARY HEALTH AND INFIRMARY CANCER CARE ROLLED OUT ITS MOBILE CANCER SCREENING UNIT IN FEBRUARY 2019. THE MOBILE SCREENING UNIT HELPS ADDRESS THE NEED FOR ACCESS TO CARE IN RURAL COMMUNITIES. IN FY24, THE UNIT TRAVELED TO MANY AREAS OF MOBILE COUNTY. IN TOTAL, THE UNIT TRAVELED TO MORE THAN 20 EVENTS AND PROVIDED FREE SCREENING AND EDUCATION TO NEARLY 2,000 INDIVIDUALS. IN MAY 2023, INFIRMARY CANCER CARE PROVIDED FREE SKIN CANCER SPOT CHECKS IN MOBILE, AS WELL AS LOCATIONS IN BALDWIN COUNTY. IN TOTAL, 80 INDIVIDUALS WERE SCREENED, AND 40 ABNORMAL FINDINGS WERE DISCOVERED. NURSE NAVIGATORS FOLLOWED UP WITH THOSE WHO HAD ABNORMAL FINDINGS TO REFER THEM TO A DERMATOLOGIST FOR FURTHER SCREENINGS. TO PROVIDE FREE EDUCATION TO ADOLESCENT GIRLS, INFIRMARY HEALTH HOSTED A "THE TALK: FOR GIRLS ONLY" EVENT IN MOBILE. THE EVENT WAS HELD IN SEPTEMBER 2023 AND WAS TARGETED TOWARDS GIRLS AGES 8 - 13. AN INFIRMARY HEALTH PEDIATRICIAN SPOKE AT THE EVENT AND PROVIDED FREE EDUCATION REGARDING PUBERTY, MENSTRUAL CYCLES, AND OTHER TOPICS. MORE THAN 110 GIRLS AND THEIR SUPPORT PERSONS ATTENDED THE EVENT. WOMEN'S AND MATERNAL HEALTH CONTINUES TO BE A PRIORITY FOR INFIRMARY HEALTH. DURING FY24, INFIRMARY HEALTH PROVIDED FREE EDUCATIONAL INFORMATION RELATED TO WOMEN'S HEALTH AT 27 COMMUNITY EVENTS ACROSS MOBILE AND BALDWIN COUNTIES. MORE THAN 2,000 WOMEN WERE REACHED THROUGH THESE EFFORTS. ADDITIONALLY, MOBILE INFIRMARY HELD FREE CHILDBIRTH EDUCATION, INFANT CPR, NEWBORN CARE AND SAFETY, AND BREASTFEEDING SUPPORT GROUP CLASSES THROUGHOUT THE YEAR, WHICH HAD 165 TOTAL ATTENDEES. ADDITIONALLY, TO PROVIDE FURTHER EDUCATION TO THE COMMUNITY, INFIRMARY HEALTH OFFERED FREE POST-PARTUM AND WOMEN'S HEALTH EDUCATION THROUGH MONTHLY BLOG POSTS. THE POST-PARTUM BLOG, BUMP & BEYOND, HAD 13,000 WEBSITE VISITS DURING FY24. THE WOMEN'S HEALTH BLOG, HEALTHY HER, HAD 500 WEBSITE VISITS DURING THE FISCAL YEAR. MOBILE INFIRMARY SERVES AS A CORPORATE "BIG" WITH BIG BROTHERS BIG SISTERS OF SOUTH ALABAMA TO PROVIDE EMPLOYEE MENTORS TO ELEMENTARY SCHOOL STUDENTS. EACH WEEK, MOBILE INFIRMARY ALLOWS THEIR CORPORATE BIGS TO GO MEET THEIR LITTLES FOR ONE HOUR DURING THE SCHOOL DAY. THESE INDIVIDUALS PROVIDE ENCOURAGEMENT AND FRIENDSHIP WHICH HAS A POSITIVE IMPACT ON THE |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE GOVERNING BODY OF THE PARENT ELECTS THE BOARD MEMBERS OF THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 7B | ACCORDING TO THE BYLAWS OF MOBILE INFIRMARY, CERTAIN ACTIONS OF THE BOARD OF DIRECTORS SHALL BE SUBJECT TO REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS OF INFIRMARY HEALTH SYSTEM, INC. IN ACCORDANCE WITH THE STATEMENT OF OPERATING AUTHORITY ADOPTED BY THE BOARD OF INFIRMARY HEALTH SYSTEM, INC. AND THIS BOARD OF DIRECTORS. THE STATEMENT OF OPERATING AUTHORITY MAY BE AMENDED FROM TIME TO TIME. |
| FORM 990, PAGE 6, PART VI, LINE 11B | SYSTEM ACCOUNTANTS GATHER DATA AND PREPARE A DRAFT OF THE FORM 990 FOR REVIEW BY THE BIRMINGHAM ACCOUNTING FIRM, WARREN AVERETT, LLC. AFTER THE RETURN HAS BEEN COMPLETED AND SIGNED BY WARREN AVERETT, IT IS RETURNED FOR FINAL REVIEW AND OFFICER SIGNATURE BEFORE FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL OFFICERS AND DIRECTORS OF INFIRMARY HEALTH SYSTEM, INC. AND ITS AFFILIATES ARE REQUIRED ANNUALLY TO REVIEW THE CONFLICT OF INTEREST POLICY WHICH PROVIDES A DEFINITION OF CONFLICTS OF INTEREST AND ADVISES THAT ALL CONFLICTS SHOULD BE AVOIDED IF POSSIBLE. OFFICERS ARE REQUIRED TO REPORT ANY SUCH CONFLICTS AS THEY BECOME AWARE AND DIRECTORS ARE REQUIRED ANNUALLY TO SIGN AND RETURN THE CONFLICT OF INTEREST STATEMENT. DIRECTORS SHALL DISCLOSE AT THE EARLIEST POSSIBLE MEETING OF THE BOARD OF DIRECTORS ANY EXISTING OR POTENTIAL CONFLICT. THE BOARD OF DIRECTORS SHALL THEN ASK ANY CONFLICTED MEMBER TO LEAVE THE MEETING DURING DELIBERATIONS WITH RESPECT TO THE MATTER THAT GIVES RISE TO THE EXISTING OR POTENTIAL CONFLICTING INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 15B | AS AN AFFILIATE OF INFIRMARY HEALTH SYSTEM, INC., THE INFIRMARY FOLLOWS THE SYSTEM-WIDE COMPENSATION PHILOSOPHY. THE SYSTEM EMPLOYEES DESIGNATED AS OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE PARTICIPANTS IN THE ORGANIZATION'S PERFORMANCE PLAN THAT IS REVIEWED ANNUALLY FOR MERIT INCREASES. THE ANNUAL REVIEW COVERS THE EMPLOYEE'S PERFORMANCE FOR THE FISCAL YEAR OF APRIL 1ST THROUGH MARCH 31ST OF THE FOLLOWING YEAR. THE AMOUNT OF INDIVIDUAL MERITS/SALARY INCREASES ARE DETERMINED BASED ON THE COMPA-RATIO (HOURLY RATE RELATIVE TO SALARY RANGE MIDPOINT), THE NUMBER OF MONTHS SINCE THEIR LAST INCREASE AND PERFORMANCE SCORE (RATING) AND THE ORGANIZATION'S ANNUAL MERIT GUIDELINES. EACH POSITION IS ASSIGNED A SALARY RANGE BASED ON MARKET DATA, INTERNAL EQUITY, AND EVALUATION FACTORS SUCH AS ACCOUNTABILITY, KNOW HOW, AND PROBLEM SOLVING ABILITY. SALARY RANGE MIDPOINTS (REPRESENTING 100% OF THE MARKET) INCREASE EACH YEAR BASED ON EXTERNAL DATA. THE ORGANIZATION 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 DATA COMES FROM WATSON WYATT, INTEGRATED HEALTHCARE STRATEGIES, AND SULLIVAN COTTER. THE ANNUAL MERIT GUIDELINES PROVIDE A MERIT INCREASE PERCENTAGE RANGE BASED ON THE INDIVIDUAL EMPLOYEE'S PERFORMANCE RATING AND COMPA- RATIO. FOR EXECUTIVES, THE CEO AND THE VP-HUMAN RESOURCES REVIEW THE SUGGESTED MERIT INCREASE AND MAKE RECOMMENDATIONS TO THE COMPENSATION COMMITTEE BEFORE FINAL RECOMMENDATIONS ARE PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. THE ORGANIZATION HAD AN EXTERNAL REVIEW OF COMPENSATION PRACTICES PERFORMED BY SULLIVAN COTTER IN 2012, 2013, 2017, 2019, 2021, AND 2023. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE CORPORATE CHARTER OF MOBILE INFIRMARY ASSOCIATION IS A MATTER OF PUBLIC RECORD IN THE PROBATE COURT OF MOBILE COUNTY, ALABAMA. THE CORPORATE BYLAWS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE NOT ROUTINELY MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9 | INTEREST IN INFIRMARY FOUNDATION 863,983 NET ASSETS RELEASED FROM RESTRICTION 1,987,950 INVESTMENT INCOME 22 NET ASSETS RELEASED FROM RESTRICTION -1,988,038 TOTAL 863,917 |
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