2026-02-11T12:34:04-05:00 2025-03-31 990 2024-04-01 203713023 INFIRMARY HEALTH HOSPITALSINC INFI 2514353030 PO BOX 2226 MOBILE AL 36652 KERRY TOLLESON TREASURER 2514353030 2026-02-10 false 2024 2025-03-06 01:10:19Z D MARK NIX 5 MOBILE INFIRMARY CIRCLE MOBILE AL 36607 12535176 false X WWW.INFIRMARYHEALTH.ORG X 2005 AL THE ORGANIZATION'S MISSION IS "LIFE" THROUGH LEADERSHIP, INTEGRITY, FAMILY, AND EXCELLENT SERVICE. TO PROVIDE QUALITY PATIENT CARE THROUGH A DYNAMIC HEALTHCARE SYSTEM. 5 4 93 4 0 0 13951554 12535176 0 0 13951554 12535176 0 0 6777128 6345836 0 0 6815033 6173771 13592161 12519607 359393 15569 5325293 11202381 24711338 30572857 -19386045 -19370476 X THE ORGANIZATION'S MISSION IS "LIFE" THROUGH LEADERSHIP, INTEGRITY, FAMILY, AND EXCELLENT SERVICE. TO PROVIDE QUALITY PATIENT CARE THROUGH A DYNAMIC HEALTHCARE SYSTEM. false false 11086351 12535176 INFIRMARY HEALTH HOSPITALS, INC. ("IHHI") IS A HOSPITAL MANAGEMENT COMPANY CONSISTING OF THE OPERATIONS OF INFIRMARY LONG-TERM ACUTE CARE HOSPITAL (LTAC), A 31-BED LONG-TERM ACUTE CARE HOSPITAL. INFIRMARY LTAC PROVIDES SERVICES NECESSARY TO DELIVER ESSENTIAL HEALTHCARE TO THE GULF COAST COMMUNITY REGARDLESS OF RACE, CREED, RELIGION, SEX, NATIONAL ORIGIN, HANDICAP, OR AGE. INFIRMARY LTAC, THE ONLY HOSPITAL OF ITS KIND IN THE REGION, IS A SPECIALTY CARE HOSPITAL DESIGNED TO MEET THE NEEDS OF PATIENTS WHO ARE CRITICALLY ILL AND REQUIRE EXTENDED, MEDICALLY COMPLEX CARE. PATIENTS ARE GENERALLY EXPECTED TO REMAIN IN THE FACILITY FOR 25 DAYS OR LONGER. LTAC PATIENTS OFTEN HAVE MORE THAN ONE CONDITION THAT REQUIRES SPECIALIZED CARE. THE CARE IS PATIENT-CENTERED AND CUSTOMIZED TO MEET THE UNIQUE NEEDS OF PATIENTS AND THEIR FAMILIES. THE HOSPITAL PROVIDED 7,574 PATIENT DAYS DURING THIS FISCAL YEAR. INFIRMARY LTAC PARTICIPATES IN THE MEDICARE PROGRAM WHICH ACCOUNTED FOR 40% OF TOTAL REVENUE IN THE FISCAL YEAR ENDED 03/31/2025. IN ADDITION TO SERVING MEDICARE PATIENTS, IHHI PROVIDES CARE TO PATIENTS WHO MEET THE CRITERIA OF ITS FINANCIAL ASSISTANCE POLICY. IHHI HAS EXPANDED THE FEDERAL POVERTY GUIDELINES TO AFFORD CHARITABLE CARE TO LARGER NUMBERS OF ITS PATIENT POPULATION. THE AMOUNT OF CHARGES FOREGONE FOR HEALTHCARE SERVICES AND SUPPLIES FURNISHED UNDER THIS POLICY FOR FISCAL YEAR ENDED 2025 WAS APPROXIMATELY 135,134, INCLUDING PRESUMPTIVELY ELIGIBLE PATIENTS. 11086351 true false false false false false false false false false true false false true true false false true false false false false false false false false true true false false true false false false false false false false false false false false false false true false false false true 9 0 true 93 true false false false false false false false false false false false false X 5 4 false false false false true true true true true false false false true true true true true false false false X JOSH WILLIAMS 2514353030 5 MOBILE INFIRMARY CIRCLE MOBILE AL 36607 D MARK NIX PRESIDENT/ C 2.00 40.00 X X 0 1833567 66904 JOE STOUGH III VICE PRESIDE 2.00 40.00 X 0 799929 125099 JOSEPH L DENTON ASSISTANT TR 2.00 40.00 X 0 718649 132249 SCOTT A BROWNING SECRETARY 2.00 40.00 X 0 507626 78950 KERRY TOLLESON TREASURER 2.00 40.00 X 0 437553 79540 KERN A WILSON ASST. TREASU 2.00 40.00 X 0 342041 100156 ZANE LABOUNTY RN 40.00 X 185005 0 0 CYNTHIA JAMES RN 40.00 X 172239 0 0 LAMESHIA TURNER RN 40.00 X 166147 0 0 JANISE CONNELL FACILITY DIR 45.00 X 132361 0 15424 KRYSTAL WHEAT RN 40.00 X 138209 0 0 LAURA MORRISSETTE CLARK CHAIRMAN 0.10 X X 0 0 0 MICHAEL HOLBERG DIRECTOR 0.10 X 0 0 0 JAY D ROBERTS II DIRECTOR 0.10 X 0 0 0 JASON M PADGETT DIRECTOR 0.10 X 0 0 0 793961 4639365 598322 13 false true false PATIENT SERVICE REVENUE 900099 12494411 12494411 OTHER OPERATING REVENUE 900099 40765 40765 12535176 12535176 12535176 5476254 5165243 311011 172860 163043 9817 353932 333831 20101 342790 323322 19468 172214 144057 28157 69341 58004 11337 872203 729598 142605 193760 193760 118071 98766 19305 99245 99245 SHARED SERVICES 2988111 2499555 488556 MEDICAL SUPPLIES 1152745 1152745 OTHER PURCHASED SERVICES 532006 445023 86983 REPAIRS & MAINTENANCE 17804 14893 2911 -41729 -41729 12519607 11086351 1433256 0 702795 5628682 3250545 3855550 6087 389629 3179915 2621742 589780 558173 40609 36295 735477 734052 5325293 11202381 2127293 2146992 22584045 28425865 24711338 30572857 X -19386045 -19370476 -19386045 -19370476 5325293 11202381 15569 X false true X true false X 3179915 2621742 558173 558173 OTHER NONCURRENT ASSETS 617973 OTHER CURRENT ASSETS 116079 734052 DUE TO AFFILIATES 23825585 OTHER ACCRUED LIABILITIES 4489857 OTHER CURRENT LIABILITIES 110423 28425865 true true X true X true X true true false false 40744 40744 0.00320 40744 40744 0.00320 12640 12640 0.00100 1007 1007 0.00010 13647 13647 0.00110 54391 54391 0.00430 false -41729 -21610 6485711 9182044 -2696333 X false 1 1 INFIRMARY LTAC HOSPITAL 5 MOBILE INFIRMARY CIRCLE MOBILE AL 36607 SEE SCHEDULE H ADDITIONAL INFORMATION X LONG-TERM ACUTE CARE HOSPITAL INFIRMARY LTAC HOSPITAL 1 false false true X X X X X X X X X X 22 true true false true X SEE SCHEDULE H ADDITIONAL INFORMATION true 22 false true false true X 200.000000000000 350.000000000000 X true true X X X true X SEE SCHEDULE H ADDITIONAL INFORMATION X SEE SCHEDULE H ADDITIONAL INFORMATION X SEE SCHEDULE H ADDITIONAL INFORMATION X X X X X true X false X X X X true X false false FACILITY 1, INFIRMARY LTAC HOSPITAL - PART V, LINE 5 IN PREPARING THE CHNA, DATA WAS GATHERED FROM MULTIPLE SOURCES IN AN EFFORT TO CONSTRUCT A CURRENT AND ACCURATE SNAPSHOT OF THE HEALTH ISSUES IN MOBILE COUNTY, ALABAMA. INFORMATION WAS GATHERED FROM NUMEROUS PUBLIC DATABASES AND OPINIONS WERE SOLICITED FROM PUBLIC HEALTH EXPERTS, LOCAL CIVIC LEADERS, AND PATIENTS WITHIN THE COMMUNITY SERVED BY THE ORGANIZATION. THIS INFORMATION WAS THEN SUMMARIZED FOR FINAL CONSIDERATION BY A CHNA COMMITTEE COMPRISED OF REPRESENTATIVES FROM SENIOR MANAGEMENT, HOSPITAL OPERATIONAL MANAGERS, NURSING SERVICES, CASE MANAGEMENT AND OTHER SYSTEM STAFF. FACILITY 1, INFIRMARY LTAC HOSPITAL - PART V, LINE 6A INFIRMARY LTAC'S CHNA WAS PREPARED IN CONJUNCTION WITH AFFILIATED MOBILE INFIRMARY MEDICAL CENTER. BOTH FACILITIES RESIDE WITHIN THE SAME BUILDING IN MOBILE COUNTY, ALABAMA. ALSO INCLUDED IS AFFILIATED GULF HEALTH HOSPITALS, INC. WHICH INCLUDES THOMAS HOSPITAL AND NORTH BALDWIN INFIRMARY, BOTH LOCATED IN BALDWIN COUNTY, AL. BOTH COUNTIES ARE LOCATED IN SOUTH ALABAMA ON THE GULF COAST. FACILITY 1, INFIRMARY LTAC HOSPITAL - PART V, LINE 11 THE 2022 COMMUNITY HEALTH PRIORITIES IDENTIFIED IN THE 2022 CHNA FOR INFIRMARY HEALTH AFFILIATE HOSPITALS INCLUDING: MOBILE INFIRMARY, INFIRMARY LONG TERM ACUTE CARE (ILTAC), THOMAS HOSPITAL AND NORTH BALDWIN INFIRMARY INCLUDE: ACCESS TO CARE, CANCER, DIABETES, HEART DISEASE, AND OBESITY/PHYSICAL INACTIVITY. THE RESULTING PRIORITY AREAS WERE STRATEGICALLY CONDENSED INTO TWO MAIN PRIORITY AREAS TO FEATURE THE APPROACH THAT THE HEALTH SYSTEM WOULD TAKE TO HAVE AN IMPACT ON THE MOST SIGNIFICANT DISEASES IN OUR COMMUNITY: (1) ACCESS TO CARE WITH A FOCUS ON CANCER, DIABETES, AND HEART DISEASE (2) OBESITY/PHYSICAL ACTIVITY WITH A FOCUS ON DIABETES AND HEART DISEASE. TO ADDRESS ACCESS TO CARE, INFIRMARY HEALTH SEEKS TO ESTABLISH PROGRAMS THAT PROVIDE AFFORDABLE COMPREHENSIVE HEALTHCARE EDUCATIONAL PROGRAMS THAT INCLUDE EARLY DETECTION AND PREVENTION MEASURES WHICH PROMOTE PATIENT ENGAGEMENT AND SELF-MANAGEMENT FOR CANCER, DIABETES, AND HEART DISEASE. THE STRATEGIES TO ACHIEVE THIS WILL INCLUDE BRINGING HEALTH EDUCATION AND OUTREACH TO VULNERABLE COMMUNITIES THROUGH PARTNERSHIPS WITH COMMUNITY ORGANIZATIONS AND BUSINESSES. THE HEALTH SYSTEM ALSO PLANS TO ESTABLISH A PREHAB CURRICULUM. ONE OF THE KEY WAYS THAT INFIRMARY HOSPITALS WILL IMPROVE ACCESS IS THROUGH ITS MOBILE SCREENING VEHICLE. IT WILL TRAVEL AROUND MOBILE AND BALDWIN COUNTIES PROVIDING SCREENING AND HEALTH EDUCATION IN THE AREAS OF CANCER, DIABETES AND HEART DISEASE. INFIRMARY HEALTH RECOGNIZES THE EFFECTS OF OBESITY ON CHRONIC DISEASES LIKE DIABETES AND HEART DISEASE. AS SUCH THEY PLAN TO ENHANCE AND ESTABLISH PROGRAMS THAT HELP INDIVIDUALS LOSE WEIGHT AND INCREASE THEIR PHYSICAL ACTIVITY LEVELS SO MOBILE AND BALDWIN COUNTIES CAN ACHIEVE THE LOWEST RATES OF DIABETES AND HEART DISEASE IN THE STATE OF ALABAMA. OBESITY CAN CONTRIBUTE TO PREVENTABLE CHRONIC DISEASES AND INCREASES THE RISK OF A POOR OUTCOME IN OTHER ILLNESSES. TO ADDRESS THE IDENTIFIED NEED, MOBILE INFIRMARY, THOMAS HOSPITAL AND NORTH BALDWIN INFIRMARY WILL SEEK TO DEVELOP A SERIES OF CHILDREN'S AND ADULT PROGRAM PARTNERS SUCH AS BIG BROTHER/BIG SISTERS, BOYS AND GIRLS CLUB, LOCAL SCHOOLS AND CHURCHES, SENIOR BOWL, AND OTHER COMMUNITY FESTIVALS, TO PROMOTE EDUCTAION AND SCREENING OPPORTUNITIES. SCHEDULE H, PART I, LINE 7 COSTS WERE CALCULATED USING THE COST-TO-CHARGE RATIO METHODOLOGY OBTAINED FROM WORKSHEET 2 OF THE INSTRUCTIONS. ALL OTHER COSTS WERE OBTAINED FROM THE ORGANIZATION'S ACCOUNTING RECORDS. INFIRMARY LTAC SPECIALIZES IN THE TREATMENT OF CRITICALLY ILL PATIENTS WHO ARE EXPECTED TO RECOVER BUT ONLY AFTER EXTENDED SPECIALIZED CARE. THEY REQUIRE A LONGER HOSPITAL STAY THAN A TRADITIONAL ACUTE CARE FACILITY, USUALLY 20 TO 30 DAYS. THE PRESENCE OF AN LTAC FACILITY IS A GREAT BENEFIT TO THE COMMUNITY IT SERVES. IN MANY CASES IT ALLOWS THE PATIENT TO REMAIN CLOSE TO HOME WHERE THEY CAN RECEIVE GREATER SUPPORT FROM THEIR FAMILIES DURING THE RECOVERY PROCESS. INFIRMARY LTAC IS FORTUNATE TO HAVE A LOW PERCENTAGE OF BAD DEBT EXPENSE WHICH IS GENERALLY CONSIDERED A COMMUNITY BENEFIT. IN ADDITION,COMMUNITY BENEFITS PROVIDED BY TRADITIONAL ACUTE CARE FACILITIES SUCH AS HEALTH FAIRS, WALK/RACE SPONSORSHIPS AND SUPPORT GROUPS FOR CHRONIC CONDITIONS ARE NOT GENERALLY APPLICABLE TO AN LTAC. THEREFORE, THE COMMUNITY BENEFIT PERCENTAGE IS NOT AS LARGE AS WITH A TRADITIONAL ACUTE CARE HOSPITAL. SCHEDULE H, PART III, LINE 2 THE AMOUNT OF BAD DEBT EXPENSE ON PART III, LINE 2 REPRESENTS THE ACTUAL AMOUNT OF CHARGES THAT WERE DEEMED UNCOLLECTIBLE AND WERE WRITTEN OFF TO BAD DEBT PER THE ORGANIZATION'S ACCOUNTING RECORDS. SCHEDULE H, PART III, LINE 3 THE ESTIMATED AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY WAS DERIVED USING RATIO ANALYSIS OF PATIENT BAD DEBT ACCOUNTS PROCESSED THROUGH A PRESUMPTIVE QUALIFICATION MODEL. THE ACCOUNTS ARE ANALYZED FOR DEMOGRAPHIC INFORMATION TO DETERMINE HOUSEHOLD INCOME LEVELS, CORRELATED TO FEDERAL POVERTY LEVEL GUIDELINES, AND APPLIED TO THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY CRITERIA. A LARGE NUMBER OF PATIENTS DO NOT COOPERATE WITH THE ELIGIBILITY PROCESS OF THE FINANCIAL ASSISTANCE PROGRAM, WHICH IS READILY AVAILABLE TO THEM. THEREFORE, IT IS THE ORGANIZATION'S OPINION THAT THIS PORTION OF BAD DEBT EXPENSE BE TREATED AS COMMUNITY BENEFIT. SCHEDULE H, PART III, LINE 4 THE TEXT OF THE AUDITED FINANCIAL STATEMENTS FOOTNOTE REGARDING BAD DEBT EXPENSE STATES "ALLOWANCES FOR DOUBTFUL ACCOUNTS ARE ESTIMATED BASED ON HISTORICAL WRITE-OFF PERCENTAGES AND ANALYSIS OF OTHER CURRENT TRENDS AND INFORMATION. DOUBTFUL ACCOUNTS ARE WRITTEN OFF AGAINST THE ALLOWANCE AFTER ADEQUATE COLLECTION EFFORTS HAVE BEEN EXHAUSTED AND RECORDED AS RECOVERIES OF BAD DEBTS IF SUBSEQUENTLY COLLECTED". SCHEDULE H, PART III, LINE 8 IT IS THE ORGANIZATION'S OPINION THAT MEDICARE SHORTFALLS SHOULD BE TREATED IN TOTAL AS COMMUNITY BENEFIT. HEALTHCARE SERVICES TO THE MEDICARE POPULATION REALISTICALLY MUST BE PROVIDED IN ORDER FOR SOCIETY TO CONTINUE TO FUNCTION AS WE KNOW IT. SCHEDULE H, PART VI, LINE 2 IN ADDITION TO THE CHNA CONDUCTED DURING FISCAL 2022, THE ORGANIZATION ASSESSES THE NEEDS OF THE COMMUNITY THROUGH A VARIETY OF OTHER MEANS. CONSTANT COMMUNICATION WITH THE OPEN MEDICAL STAFF OF MORE THAN 650 PHYSICIANS LOCATED THROUGHOUT THE COMMUNITY PROVIDES VALUABLE INSIGHT INTO HEALTH RELATED NEEDS. THE INDEPENDENT BOARD, REPRESENTING MEMBERS OF THE COMMUNITY PROVIDES INPUT FROM A DIFFERENT PERSPECTIVE. COMMENTS FROM PATIENT SATISFACTION SURVEYS ARE SCRUTINIZED FOR OPPORTUNITIES. FORMAL COMMITTEES IN THE ORGANIZATION, SUCH AS THE STROKE COMMITTEE, ASSESS DATA PROVIDED BY THE AMERICAN HEART ASSOCIATION AND SIMILAR ORGANIZATIONS, TO ASSIST IN IDENTIFYING COMMUNITY NEEDS. THROUGH WEEKLY LEADERSHIP AND STRATEGIC PLANNING MEETINGS HELD AT AFFILATED HOSPITALS AND ENTITIES LOCATED THROUGHOUT THE SERVICE AREA, NEEDS OF THE COMMUNITIES SERVED ARE CONTINUOUSLY ASSESSED. SCHEDULE H, PART VI, LINE 3 THE ORGANIZATION'S ADMITTING AREAS, BUSINESS OFFICE AREAS, AND EMERGENCY DEPARTMENTS HAVE SIGNAGE PROMINENTLY DISPLAYED WHICH INCLUDES SPECIFIC WORDING INTENDED TO INFORM AND PROMPT PATIENTS TO AVAIL THEMSELVES OF THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY. ADDITIONALLY, THE ORGANIZATION INCLUDES SIMILAR WORDING WITHIN PATIENT-ACCOUNT STATEMENTS MAILED TO PATIENTS WHO ARE BILLED FOR SERVICES RENDERED AND ON THE ORGANIZATION'S WEBSITE, WHICH IS AVAILABLE TO THE GENERAL PUBLIC. THE ORGANIZATION ALSO CONTRACTS WITH A THIRD-PARTY VENDOR TO HAVE THEM IDENTIFY, CONTACT, AND ASSIST WITH QUALIFYING PATIENTS WHO MAY BE ELIGLBLE FOR GOVERNMENT ASSISTANCE PROGRAMS. THE VENDOR UTILIZES ADMISSION REPORTS, REFERRALS FROM FINANCIAL COUNSELORS OF THE ORGANIZATION, PATIENT SELF-REFERRALS, AND VARIOUS OTHER FORMS OF PATIENT ELIGIBILITY DATA TO IDENTIFY POTENTIALLY ELIGIBLE PATIENTS. SCHEDULE H, PART VI, LINE 4 MOBILE COUNTY IS LOCATED ON THE ALABAMA GULF COAST AND IS BORDERED BY MISSISSIPPI TO THE WEST AND FLORIDA TO THE EAST. THE COUNTY HAS A TOTAL AREA OF 1,640 SQUARE MILES, OF WHICH 1,230 IS LAND AND 410 IS WATER. IT EMCOMPASSES SEVERAL ISLANDS INCLUDING DAUPHIN ISLAND, GAILLARD ISLAND, AND MON LOUIS ISLAND. THE CITY OF MOBILE SERVES AS THE COUNTY SEAT. AS OF THE 2020 CENSUS, THE POPULATION OF MOBILE COUNTY WAS APPROXIMATELY 414,000. OF THE 156,000 HOUSEHOLDS, 40,000 HAD CHILDREN UNDER THE AGE OF 18 LIVING WITH THEM, 67,000 WERE MARRIED COUPLES LIVING TOGETHER, AND 56,000 WERE NON- FAMILIES. THE RACIAL MAKE-UP OF THE COUNTY WAS 59% WHITE, 36% BLACK OR AFRICAN-AMERICAN, 2.5% HISPANIC OR LATINO, AND 2% ASIAN. THE AVERAGE HOUSEHOLD SIZE WAS 2.5 AND THE PER CAPITA INCOME FOR THE COUNTY WAS 25,861. ALMOST 19% OF THE POPULATION WAS LIVING AT OR BELOW THE POVERTY LINE. SCHEDULE H, PART VI, LINE 5 SEE STATEMENT IN SCHEDULE 0 RELATED TO PROGRAM SERVICE ACCOMPLISHMENTS (PART III, LINE 4A)FOR ADDITIONAL INFORMATION ON HOW THE ORGANIZATION FURTHERS THEIR EXEMPT PURPOSE BY PROMOTING THE HEALTH OF THE COMMUNITY. SCHEDULE H, PART VI, LINE 6 EACH HOSPITAL AND ENTITY WITHIN INFIRMARY HEALTH SYSTEM HAS ITS OWN LEADERSHIP AND PROVIDES CERTAIN COMMUNITY BENEFITS AND PROGRAM SERVICES UNIQUELY RELATED TO THE COMMUNITY IT SERVES. HOWEVER, EXECUTIVE LEADERSHIP OF THE SYSTEM PROVIDES GUIDANCE FOR ALL AND THERE ARE CERTAIN COMMUNITY OUTREACH INITIATIVES AND SERVICES WHICH ARE COORDINATED FROM A SYSTEM PERSPECTIVE IN ORDER TO SERVE NEEDS WITHIN A BROADER SERVICE AREA, OR TO JOINTLY COORDINATE THE EFFORT FOR GREATER EFFICIENCY. TO FACILITATE SYSTEM EFFORTS, THE ORGANIZATION HAS ESTABLISHED A VOLUNTARY EMPLOYEE COMMITTEE WITH REPRESENTATIVES FROM EACH FACILITY TO REVIEW AND ACCEPT CERTAIN COMMUNITY REQUESTS TO ASSIST IN FUND RAISING FOR THEIR PROGRAMS. THE VOLUNTARY BOARD OF THE INFIRMARY FOUNDATION, THE 501 (C)(3) PHILANTHROPIC AFFILIATE OF THE ORGANIZATION, ALSO FUNDS SPECIAL COMMUNITY HEALTH NEEDS IDENTIFIED AND APPROVED. EACH YEAR AN ACCOUNTING OF THE COMMUNITY BENEFIT FUNDS DISTRIBUTED BY THE COMMITTEE AND THE FOUNDATION IS REVIEWED BY MANAGEMENT. SCHEDULE H, PART VI PART V, LINE 7A COMMUNITY HEALTH NEEDS ASSESSMENT WEBSITE WWW.INFIRMARYHEALTH.ORG/PATIENTS-VISITORS/COMMUNITY/ PART V, LINE 16A-16C FINANCIAL ASSISTANCE POLICY WEBSITE WWW.INFIRMARYHEALTH.ORG/FINANCIAL-ASSISTANCE false true false false false false false false false D MARK NIX PRESIDENT/ CEO 1413353 405684 14530 41400 25504 1900471 JOE STOUGH III VICE PRESIDENT 556576 158936 84417 98448 26651 925028 JOSEPH L DENTON ASSISTANT TREASURER 541685 97430 79534 108498 23751 850898 SCOTT A BROWNING SECRETARY 382526 84938 40162 53699 25251 586576 KERRY TOLLESON TREASURER 339160 65845 32548 52889 26651 517093 KERN A WILSON ASST. TREASURER 276654 28104 37283 77507 22649 442197 ZANE LABOUNTY RN 185005 185005 CYNTHIA JAMES RN 172239 172239 LAMESHIA TURNER RN 166147 166147 SCHEDULE J, PAGE 1, PART I, LINE 4 JOE STOUGH, III 0 82,923 0 JOSEPH L. DENTON 0 79,173 0 SCOTT A. BROWNING 0 38,174 0 KERRY TOLLESON 0 38,768 0 KERN A. WILSON 0 41,143 0 SCHEDULE J, PART III SCHEDULE J, PART I, LINE 3 FOR TOP MANAGMENT OFFICIAL'S COMPENSATION INFIRMARY HEALTH SYSTEM, INC. (IHS, A RELATED CORPORATION) ESTABLISHES THE PRESIDENT/CEO'S COMPENSATION. THE IHS EMPLOYEES DESIGNATED AS OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE PARTICIPANTS IN THE ORGANIZATION'S PERFORMANCE MANAGEMENT PROGRAM. EACH EMPLOYEE HAS AN INDIVIDUAL PERFORMANCE PLAN AND IS REVIEWED ANNUALLY FOR MERIT INCREASES. THE ANNUAL REVIEW COVERS THE EMPLOYEE'S PERFORMANCE FOR THE FISCAL YEAR OF APRIL 1 THROUGH MARCH 31 OF THE FOLLOWING YEAR. THE AMOUNT OF INDIVIDUAL MERIT/SALARY INCREASES ARE DETERMINED BASED ON THE COMPA-RATIO (HOURLY RATED RELATIVE TO THE SALARY RANGE MIDPOINT), THE NUMBER OF MONTHS SINCE THEIR LAST INCREASE AND PERFORMANCE SCORE (RATING) AND THE ORGANIZATION'S ANNUAL MERIT GUIDELINES. EACH POSITION IS ASSIGNED A SALARY RANGE BASED ON THE HAY METHODOLOGY OF ACCOUNTABILITY, KNOW HOW AND PROBLEM SOLVING ABILITY. SALARY RANGE MIDPOINTS (THE MIDPOINT REPRESENTS 100% OF THE MARKET) INCREASE EACH YEAR BASED ON EXTERNAL MARKET DATA. IHS PARTICIPATES IN NUMEROUS SALARY SURVEYS. DEPENDING ON THE POSITION, THE SURVEY DATA MAY BE INDUSTRY SPECIFIC, (E.G. HEALTHCARE) OR FROM OTHER INDUSTRIES. CURRENTLY, EXECUTIVE POSITION MARKET DATA COMES FROM WATSON WYATT, INTEGRATED HEALTHCARE STRATEGIES, SULLIVAN COTTER AND HAY CONSULTING. THE ANNUAL MERIT GUIDELINES ARE DETERMINED BY THE ORGANIZATION'S ABILITY TO PAY (BUDGET). THE ANNUAL MERIT GUIDELINES PROVIDE A MERIT INCREASE PERCENTAGE RANGE BASED ON THE INDIVIDUAL EMPLOYEE'S PERFORMANCE RATING AND COMPA-RATIO. FOR EXECUTIVES, THE CEO AND VP, HUMAN RESOURCES REVIEW THE SUGGESTED MERIT INCREASE AND MAKE RECOMMENDATIONS TO THE INFIRMARY HEALTH SYSTEM COMPENSATION COMMITTEE. THE FINAL RECOMMENDATIONS PRESENTED BY THE COMPENSATION COMMITTEE ARE APPROVED BY THE IHS BOARD OF DIRECTORS. IHS HAS AN EXTERNAL REVIEW OF COMPENSATION PRACTICES EVERY TWO YEARS AND WAS MOST RECENTLY REVIEWED BY SULLIVAN COTTER IN 2025. SCHEDULE J,PART 1, LINE 4B THE INFIRMARY HEALTH 457(F) PLAN IS A TYPE OF NONQUALIFIED DEFERRED COMPENSATION PLAN THAT TAX-EXEMPT ORGANIZATIONS CAN ESTABLISH FOR THEIR EMPLOYEES. THIS PLAN IS FU NDED ENTIRELY BY THE EMPLOYER FOR THE BENEFIT OF ITS PARTICIPANTS. THE ELIGIBILITY FOR THIS PLAN IS LIMITED TO HIGHLY COMPENSATED EMPLOYEES, SUCH AS VICE-PRESIDENTS AND ABOVE, OF THE ORGANIZATION AND MUST BE DESIGNATED AS ELIGIBLE BEFORE CONTRIBUTIONS CAN BE MADE. THE AMOUNT OF ANNUAL EMPLOYER CONTRIBUTION IS DETERMINED AS A PERCENT OF BASE SALARY FOR EACH ELIGIBLE PARTICIPANT. THE PARTICIPANT DESIGNATES THE ALLOCATION OF THE CONTRIBUTION IN THE FUND SELECTION IN THE PLAN AS WELL AS FUTURE VESTING DATES. THE EARLIEST THAT A PARTICIPANT MAY VEST IN A PARTICULAR YEARS BENEFIT IS FIVE YEARS. ONCE VESTED THE BENEFIT BECOMES TAXABLE AS WELL AS EARNINGS ON THE CONTRIBUTION AND IS PAID THROUGH NORMAL PAYROLL PROCESSING TO THE PARTICIPANT. FORM 990, PAGE 2, PART III, LINE 4A INFIRMARY HEALTH HOSPITALS, INC. ("IHHI") IS A HOSPITAL MANAGEMENT COMPANY CONSISTING OF THE OPERATIONS OF INFIRMARY LONG-TERM ACUTE CARE HOSPITAL (LTAC), A 31-BED LONG-TERM ACUTE CARE HOSPITAL. INFIRMARY LTAC PROVIDES SERVICES NECESSARY TO DELIVER ESSENTIAL HEALTHCARE TO THE GULF COAST COMMUNITY REGARDLESS OF RACE, CREED, RELIGION, SEX, NATIONAL ORIGIN, HANDICAP, OR AGE. INFIRMARY LTAC, THE ONLY HOSPITAL OF ITS KIND IN THE REGION, IS A SPECIALTY CARE HOSPITAL DESIGNED TO MEET THE NEEDS OF PATIENTS WHO ARE CRITICALLY ILL AND REQUIRE EXTENDED, MEDICALLY COMPLEX CARE. PATIENTS ARE GENERALLY EXPECTED TO REMAIN IN THE FACILITY FOR 25 DAYS OR LONGER. LTAC PATIENTS OFTEN HAVE MORE THAN ONE CONDITION THAT REQUIRES SPECIALIZED CARE. THE CARE IS PATIENT-CENTERED AND CUSTOMIZED TO MEET THE UNIQUE NEEDS OF PATIENTS AND THEIR FAMILIES. THE HOSPITAL PROVIDED 7,574 PATIENT DAYS DURING THIS FISCAL YEAR. INFIRMARY LTAC PARTICIPATES IN THE MEDICARE PROGRAM WHICH ACCOUNTED FOR 40% OF TOTAL REVENUE IN THE FISCAL YEAR ENDED 03/31/2025. IN ADDITION TO SERVING MEDICARE PATIENTS, IHHI PROVIDES CARE TO PATIENTS WHO MEET THE CRITERIA OF ITS FINANCIAL ASSISTANCE POLICY. IHHI HAS EXPANDED THE FEDERAL POVERTY GUIDELINES TO AFFORD CHARITABLE CARE TO LARGER NUMBERS OF ITS PATIENT POPULATION. THE AMOUNT OF CHARGES FOREGONE FOR HEALTHCARE SERVICES AND SUPPLIES FURNISHED UNDER THIS POLICY FOR FISCAL YEAR ENDED 2025 WAS APPROXIMATELY 135,134, INCLUDING PRESUMPTIVELY ELIGIBLE PATIENTS. FORM 990, PAGE 6, PART VI, LINE 6 THERE IS ONLY ONE CLASS AND ONE MEMBER OF THE CORPORATION, INFIRMARY HEALTH SYSTEM, INC. FORM 990, PAGE 6, PART VI, LINE 7A THE GOVERNING BODY OF THE PARENT APPOINTS THE BOARD MEMBERS OF THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 7B CERTAIN ACTIONS OF THE BOARD OF DIRECTORS ARE SUBJECT TO REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS OF THE PARENT COMPANY, INFIRMARY HEALTH SYSTEM, INC. 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 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 19 THE CORPORATE CHARTER OF INFIRMARY HEALTH HOSPITALS, INC. 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. GULF HEALTH HOSPITALS INC PO BOX 2226 MOBILE AL 36652 630891904 HOSPITAL AL 501C3 3 IHS false GULF HEALTH PROPERTIES INC PO BOX 2226 MOBILE AL 36652 630933700 REALESTATE AL 501C2 IHS false INFIRMARY FOUNDATION INC PO BOX 2226 MOBILE AL 36652 630870620 FOUNDATION AL 501C3 7 IHS false MOBILE INFIRMARY ASSOCIATION PO BOX 2144 MOBILE AL 36652 630288856 HOSPITAL AL 501C3 3 IHS false INFIRMARY HEALTH SYSTEM INC PO BOX 2226 MOBILE AL 36652 630841123 MGMT AL 501C3 12C NA false GULF HEALTH MANAGEMENT SVCS INC PO BOX 2226 MOBILE AL 36652 562332377 MGMT AL IHS C CORP false INFIRMARY MEDICAL CLINICS PO BOX 2226 MOBILE AL 36652 630985524 PHY OFFICE AL IHS C CORP false AMERICAN OAK HILL ASSURANCE PO BOX 2226 MOBILE AL 36652 980604272 SELF INS BD IHS C CORP false PROF & COMP GEN PAT SELF INS TRUST PO BOX 2226 MOBILE AL 36652 636117376 SELF INS AL IHS TRUST false WORKER'S COMPENSATION TRUST PO BOX 2226 MOBILE AL 36652 636118459 SELF INS AL IHS TRUST false false false false false true false false false false false true false true false false true false true false