Civic Intelligence

Mobile Infirmary Association

990 • Fiscal year 2018 • EIN 63-0288856

Apr 01, 2017 to Mar 31, 2018 • Filed on Dec 18, 2018

PO Box 2144Mobile, AL 36652

(251) 435-3030

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.29x

Higher debt load relative to assets than 46% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

34th percentile

0.35x

Higher debt load relative to revenue than 34% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Net Margin

55th percentile

6.7%

Higher net margin than 55% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

79th percentile

$1,734,150

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Asset Growth

57th percentile

4.7%

Faster asset growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

3.1%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Assets

Up

$587,237,396

Up $26,315,600 (+4.7%) from 2017

Net Assets

Up

$418,654,707

Up $36,820,190 (+9.6%) from 2017

Liabilities

Down

$168,582,689

Down $10,504,590 (-5.9%) from 2017

Revenue

Up

$485,577,670

Up $14,514,721 (+3.1%) from 2017

Expenses

Up

$452,957,660

Up $6,202,415 (+1.4%) from 2017

Net Income

Up

$32,620,010

Up $8,312,306 (+34%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0B$500M$0Assets 2010: $352,343,946Liabilities 2010: $159,691,468Net Assets 2010: $192,652,4782010Assets 2011: $384,413,903Liabilities 2011: $155,524,483Net Assets 2011: $228,889,4202011Assets 2012: $416,101,878Liabilities 2012: $169,145,444Net Assets 2012: $246,956,4342012Assets 2013: $471,753,068Liabilities 2013: $189,054,848Net Assets 2013: $282,698,2202013Assets 2014: $507,442,663Liabilities 2014: $179,523,447Net Assets 2014: $327,919,2162014Assets 2015: $528,701,956Liabilities 2015: $184,693,226Net Assets 2015: $344,008,7302015Assets 2016: $517,744,673Liabilities 2016: $192,650,123Net Assets 2016: $325,094,5502016Assets 2017: $560,921,796Liabilities 2017: $179,087,279Net Assets 2017: $381,834,5172017Assets 2018: $587,237,396Liabilities 2018: $168,582,689Net Assets 2018: $418,654,7072018Assets 2019: $602,877,150Liabilities 2019: $170,377,515Net Assets 2019: $432,499,6352019Assets 2020: $581,139,330Liabilities 2020: $173,335,691Net Assets 2020: $407,803,6392020Assets 2021: $791,830,120Liabilities 2021: $219,854,624Net Assets 2021: $571,975,4962021Assets 2023: $771,032,622Liabilities 2023: $171,214,555Net Assets 2023: $599,818,0672023Assets 2024: $850,731,347Liabilities 2024: $172,293,137Net Assets 2024: $678,438,2102024Assets 2025: $881,890,354Liabilities 2025: $173,738,130Net Assets 2025: $708,152,2242025

Highlighted filing

2018

Assets$587,237,396
Liabilities$168,582,689
Net Assets$418,654,707

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800M$600M$400M$200M$0Expenses 2010: $339,154,4732010Expenses 2011: $370,175,1452011Expenses 2012: $371,756,4052012Expenses 2013: $384,382,6442013Revenue 2014: $413,682,871Expenses 2014: $392,949,734Net Income 2014: $20,733,1372014Revenue 2015: $428,837,263Expenses 2015: $400,558,457Net Income 2015: $28,278,8062015Revenue 2016: $436,509,914Expenses 2016: $419,035,195Net Income 2016: $17,474,7192016Revenue 2017: $471,062,949Expenses 2017: $446,755,245Net Income 2017: $24,307,7042017Revenue 2018: $485,577,670Expenses 2018: $452,957,660Net Income 2018: $32,620,0102018Revenue 2019: $503,935,468Expenses 2019: $475,895,630Net Income 2019: $28,039,8382019Revenue 2020: $534,523,821Expenses 2020: $506,166,558Net Income 2020: $28,357,2632020Revenue 2021: $574,326,393Expenses 2021: $518,858,135Net Income 2021: $55,468,2582021Revenue 2023: $582,134,602Expenses 2023: $558,030,730Net Income 2023: $24,103,8722023Revenue 2024: $654,627,613Expenses 2024: $603,307,460Net Income 2024: $51,320,1532024Revenue 2025: $657,900,831Expenses 2025: $621,460,055Net Income 2025: $36,440,7762025

Highlighted filing

2018

Revenue$485,577,670
Expenses$452,957,660
Net Income$32,620,010
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Dec 18, 2018
Return Version
2017v2.3
Gross Receipts
$544,021,629
Mission and Program Overview

Mission

Our mission is "life," leadership-integrity-family-excellent service. To provide quality patient care through a dynamic healthcare system.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$223,488,584$235,664,100▲ $12,175,516
Other Notes and Loans Receivable, Net$109,060,734$116,032,522▲ $6,971,788
Land, Buildings, and Equipment, Net$91,951,711$84,965,868▼ $6,985,843
Savings and Temporary Cash Investments$65,155,921$67,164,862▲ $2,008,941
Accounts Receivable$48,582,623$52,574,873▲ $3,992,250
Inventories for Sale or Use$4,906,920$5,221,585▲ $314,665
Prepaid Expenses and Deferred Charges$1,719,568$1,634,556▼ $85,012
Cash and Non-Interest-Bearing Accounts$125,460$79,404▼ $46,056
Total Assets$560,921,796$587,237,396▲ $26,315,600
Other Assets Total$15,930,275$23,899,626▲ $7,969,351
Liabilities
Other Liabilities$113,107,054$113,812,182▲ $705,128
Accounts Payable and Accrued Expenses$65,670,431$54,687,320▼ $10,983,111
Unsecured Notes Loans Payable$309,794--
Deferred Revenue-$83,187-
Total Liabilities$179,087,279$168,582,689▼ $10,504,590
Net Assets / Fund Balance
Unrestricted Net Assets$376,920,607$413,595,686▲ $36,675,079
Temporarily Rstr Net Assets$4,913,910$5,059,021▲ $145,111
Total Net Assets Fund Balance$381,834,517$418,654,707▲ $36,820,190
Total Liabilities and Net Assets / Fund Balance$560,921,796$587,237,396▲ $26,315,600

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$46,370,015$158,705,247$205,075,262
Buildings$33,386,884$128,974,635$162,361,519
Leasehold Improvements$3,486,471$1,767,459$5,253,930
Other Land Buildings$1,092,000$3,608,319$4,700,319
Land$630,498-$630,498
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
D Mark NixPresident &--$1,734,150$1,734,150
Joe T Stough IiiVice Preside--$779,332$779,332
Joseph L DentonAssistant Tr--$739,742$739,742
Anki GulatiMedical DireFT$326,501$232,742$559,243
Scott a BrowningAsst Secreta--$493,878$493,878
Kern a WilsonAssistant Tr--$370,733$370,733
Dr Anne ShaverDirector-$325,499$26,424$334,056
D Mark NixPresident & CEO-$235,610$85,274$320,884
Joe T Stough IiiVice President-$199,186$16,450$220,167
Joseph L DentonAssistant Treasurer-$196,390$23,827$212,840
William G MaurerDirect. of PFT$172,895$37,232$210,127
Scott a BrowningAsst Secretary/treas-$156,365$18,504$210,127
Dr Marc S GottliebDirector-$180,373$28,311$194,139

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Quest DiagnosticsLab ServicesPO BOX 740736, Atlanta, GA 30374-0736$17,152,468
Anesthesia Services PCAnesthesia201 COX STREET, Atlanta, GA 31193-4369$3,145,228
Horizon Mental Health ManagementBehavioral SvcsPO BOX 840839, Dallas, TX 75284-0839$2,142,871
Biomedical Applications Of MobileHemodialysisPO BOX 62760, New Orleans, LA 70162$1,680,373
Medmanagement LLCPhysician Advis1500 URBAN CENTER DR, Birmingham, AL 35242$822,416
Revenue and Support

Revenue Composition

Contributions and Grants
$1,164,540
Program Service Revenue
$464,332,174
Investment Income
$19,877,691
Other Revenue
$203,265
All Other Contributions
$983,685
Change in Net Assets
$32,620,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$311,645,863
Salaries, Compensation, and Employee Benefits$141,311,797
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$102,438,674$15,279,894-$117,718,568
All Other Expenses$18,161,506$17,758,390-$35,919,896
Other Expenses$21,896,977$21,537,304-$21,537,304
Depreciation Depletion$12,377,810$4,909,634-$17,287,444
Fees for Services Management$761,863$15,312,626-$16,074,489
Fees for Services Other$7,986,852$4,465,695-$12,452,547
Other Employee Benefits$10,243,053$1,527,865-$11,770,918
Information Technology-$9,191,712-$9,191,712
Insurance-$8,253,700-$8,253,700
Payroll Taxes$6,736,938$1,004,890-$7,741,828
Occupancy$3,590,124$1,424,016-$5,014,140
Office Expenses$1,170,184$2,948,341-$4,118,525
Pension Plan Contributions$3,301,489$492,454-$3,793,943
Interest-$3,671,268-$3,671,268
Advertising-$855,335-$855,335
Fees for Services Legal-$394,042-$394,042
Current Officers, Directors, Trustees, and Key Employees$14,327$272,213-$286,540
Travel-$108,906-$108,906
Total Functional Expenses$336,174,429$116,783,231$0$452,957,660
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Dr Marc GottliebDirectorPhysician ServicesNo$22,481
-DirectorBusiness ServicesNo$17,313
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
L/t Note Payable - Intercompany$110,415,114
Other Current Liabilities$3,397,068
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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, and 2017.

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.

Filing and Contact Details

Filer

Filer Name
Mobile Infirmary Association
EIN
63-0288856
Phone
2514353030
Address
PO BOX 2144, MOBILE, AL 36652
Doing Business As
Mobile Infirmary Medical Center

Signing Officer

Name
Joseph L Denton
Title
Assistant Treasurer
Phone
2514353030
Signed
2018-12-18

Organization Details

Principal Officer
D Mark Nix
Formed
1897
Legal Domicile
Al
Voting Board Members
16
Independent Board Members
13
Employees
2,703
Volunteers
120
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

48,921 people during the year. There are more than 650 physicians on the open medical staff. 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. In 2017, mobile infirmary held the 39th annual bounce-back banquet with more than 80 patients and staff in attendance. 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 2018 was approximately 43,103,000, including presumptively eligible patients. Sponsored by the american council on exercise, the infirmary's operation fitkids is designed to educate children and their families on the benefits of regular physical activity and proper nutrition. The eight week program is offered free with physician referral to children (ages 7-11) at the organization's fitness center. 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 110,000 students have participated in the program. In november of 2017, a new drug bus was debuted. Mobile infirmary provides numerous community outreach and educational programs, support groups, health fairs, and screenings to benefit area citizens. The programs include: skin cancer, prostate, heart and blood pressure screenings. The organization also participates in and facilitates a number of health related walks. These programs benefit thousands of area citizens annually. Each year, mobile infirmary partners with the mobile public school system and served as the first host site in our region for project search, an internship program for students with developmental disabilities, providing the

Form 990, Part XI, Line 9

Interest in net assets of infirmary fnd 117,003 fas 158 adjustment 1,942,532 intercompany transfers -6,735 net assets released from restriction -32,425 total 2,020,375

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$882$174$708$658$621$36.4
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$851$172$678$655$603$51.3
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$771$171$600$582$558$24.1
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$792$220$572$574$519$55.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$581$173$408$535$506$28.4
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$603$170$432$504$476$28.0
2018Detailed filing. Detailed filing data is available for this year.$587$169$419$486$453$32.6
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$561$179$382$471$447$24.3
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$518$193$325$437$419$17.5
2015Detailed filing. Detailed filing data is available for this year.$529$185$344$429$401$28.3
2014Detailed filing. Detailed filing data is available for this year.$507$180$328$414$393$20.7
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$472$189$283$384
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$416$169$247$372
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$384$156$229$370
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$352$160$193$339