2023-12-21T18:19:05-06:00 2023-09-30 440160260 FORVIS LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2022-10-01 273274203 ANDERSON PHYSICIAN ALLIANCE INC ANDE 6015536000 2124 14TH STREET MERIDIAN MS 39301 STEVEN BROWN VP OF FINANCE 6015536000 2023-12-21 1 STEVEN BROWN 999009999 0 AMY BIBBY P00445891 8282542254 2023-12-21 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEVEN BROWN 2124 14TH STREET MERIDIAN MS 39301 4812804 0 X WWW.ANDERSONREGIONAL.ORG X 2010 MS ANDERSON PHYSICIAN ALLIANCE, INC. OFFERS FAMILY PRACTICE AND SPECIALTY CLINICS TO PROVIDE QUALITY HEALTHCARE FOR EAST MISSISSIPPI AND WEST ALABAMA. 5 0 61 0 0 0 0 0 5312067 4812793 -459707 11 0 0 4852360 4812804 0 0 0 0 5538631 5561678 0 0 0 1453594 1367250 6992225 6928928 -2139865 -2116124 723173 821896 35668765 37883612 -34945592 -37061716 X SEE SCHEDULE O:ANDERSON PHYSICIAN ALLIANCE, INC. IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE SPECIFIC PURPOSES AND OBJECTIVES OF THE CORPORATION SHALL INCLUDE BUT NOT BE LIMITED TO EMPLOYING PHYSICIANS AND OTHER MEDICAL PERSONNEL TO CARRY OUT THE PURPOSES AND OBJECTIVES OF ANDERSON REGIONAL MEDICAL CENTER, AS FOLLOWS:1.) TO ESTABLISH AND MAINTAIN AN INSTITUTION OR INSTITUTIONS, WITHIN OR WITHOUT THE STATE WHERE INCORPORATED, WITH PERMANENT FACILITIES TO PROVIDE DIAGNOSIS AND TREATMENT FOR PATIENTS2.) TO CARRY ON ANY EDUCATION ACTIVITIES RELATED TO RENDERING CARE TO THE SICK AND INJURED, OR TO THE PROMOTION OF HEALTH3.) TO PARTICIPATE IN ANY ACTIVITY DESIGNED AND CARRIED ON TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY 0 1 6732364 4812793 SEE SCHEDULE O:ANDERSON PHYSICIAN ALLIANCE, INC. OFFERS FAMILY PRACTICE AND SPECIALTY CLINICS TO PROVIDE QUALITY HEALTHCARE FOR EAST MISSISSIPPI AND WEST ALABAMA. THE PHYSICIANS, NURSE PRACTITIONERS AND STAFF FOCUS ON PRIMARY HEALTHCARE NEEDS OF THE COMMUNITY. DURING FISCAL YEAR 2023 , THE ORGANIZATION PROVIDED $8,048 IN CHARITY CARE TO PATIENTS. ANDERSON UROLOGY CLINIC OF MERIDIANTREATS A WIDE VARIETY OF CONDITIONS THAT AFFECT THE URINARY SYSTEM AND THE MALE REPRODUCTIVE SYSTEM.ANDERSON CARDIAC SURGICAL ASSOCIATESOFFERS A WEALTH OF KNOWLEDGE AND EXPERIENCE, MODERN SURGICAL EQUIPMENT, ADVANCED TECHNIQUES, AND HIGH-QUALITY CARE FOR COMPLEX OPEN HEART AND VASCULAR SURGERIES. PEDIATRIC HOSPITALISTSTHE PEDIATRIC HOSPITALIST OVERSEES INPATIENT TREATMENT FOR CHILDREN WHO NEED TO BE HOSPITALIZED DURING AN ACUTE ILLNESS. THIS SERVICE ENABLES FAMILIES TO STAY CLOSE TO HOME WHEN INPATIENT CARE IS REQUIRED. CHILDREN WHO NEED SUB-SPECIALTY CARE ARE TRANSFERRED TO A HIGHER LEVEL OF CARE.THE PURVIS CLINICFROM PUBERTY THROUGH CHILD-BEARING YEARS, MENOPAUSE AND BEYOND, THE PRACTICE PROVIDES PERSONAL AND HIGH QUALITY CARE FOR WOMEN. WOMEN'S MEDICAL CLINIC OF MERIDIANTHE WOMEN'S MEDICAL CLINIC OF MERIDIAN SERVE PATIENTS RANGING IN AGE FROM ADOLESCENCE TO ELDERLY, BELIEVING ALL ARE ENTITLED TO THE VERY BEST IN HEALTHCARE, UTILIZING STATE-OF-THE-ART MEDICAL TREATMENT AND SURGICAL PROCEDURES.ANDERSON PREMIER WOMEN'S CENTEROBSTETRIC AND GYNECOLOGIC SERVICES FOR WOMEN OF ALL AGES- FROM ADOLESCENCE THROUGH CHILDBEARING YEARS AND BEYOND. THE PROVIDER IS BOARD CERTIFIED BY THE AMERICAN BOARD OF OBSTETRICS AND GYNECOLOGY AND PROVIDES KNOWLEDGEABLE, COMPASSIONATE CARE THAT IS PERSONALIZED TO EACH PATIENT'S NEEDS. 6732364 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 61 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X STEVEN BROWN 6015536647 2124 14TH STREET MERIDIAN MS 39301 X GEORGE D FARR JR DIRECTOR (CHAIRMAN) 1.00 47.00 X X 0 197152 56244 WANDA B COOPER DIRECTOR (SECRETARY) 1.00 47.00 X X 0 231434 8619 SHAWN C ANDERSON DIRECTOR 1.00 5.00 X X 0 24103 0 STEVEN W BROWN DIRECTOR 1.00 47.00 X X 0 295961 81939 THURMAN K EVERETT DIRECTOR 1.00 47.00 X X 0 369505 53944 JAMES H WALLACE PHYSICIAN 40.00 X 1241077 0 77756 DANIEL J MCKIEVER JR PHYSICIAN 40.00 X 944516 0 16045 RONNY E PURVIS PHYSICIAN 40.00 X 620053 0 13145 DAVID A GEER PHYSICIAN 40.00 X 452315 0 16678 STEVEN A CURTI PHYSICIAN 40.00 X 317650 0 2721 3575611 1118155 327091 10 0 1 0 0 NET PATIENT 621990 4812793 4812793 4812793 11 11 4812804 4812793 0 11 5146868 5040429 106439 33404 31288 2116 165598 155542 10056 215808 209591 6217 301859 272339 29520 2500 2500 243813 214163 29650 384176 384090 86 1424 517 907 7755 7755 89145 77580 11565 130004 130004 MEDICAL SUPPLIES 206574 206566 8 6928928 6732364 196564 0 -7 8540 9723 2809 3099 26667 26667 1953196 1347420 685164 605776 0 176631 723173 821896 254579 282703 35414186 37600909 35668765 37883612 X -34945592 -37061716 -34945592 -37061716 723173 821896 -2116124 0 X X 0 1 X 1 0 X 838715 394829 443886 29777 29550 227 1084704 923041 161663 605776 ROU ASSET 176631 176631 DUE TO AFFILIATES 37424278 ROU LIABILITY 176631 37600909 X PART X, LINE 2: ANDERSON PHYSICIAN ALLIANCE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3); ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. ACCORDINGLY, THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES. ANDERSON PHYSICIAN ALLIANCE HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2023 AND 2022. X 0 0 X X X X X 0 1 0 0 0 0 0 0 0 JAMES H WALLACE PHYSICIAN 625363 0 595032 0 20682 0 63069 0 14687 0 1318833 0 0 0 DANIEL J MCKIEVER JR PHYSICIAN 816250 0 122381 0 5885 0 2900 0 13145 0 960561 0 0 0 RONNY E PURVIS PHYSICIAN 503332 0 110335 0 6386 0 0 0 13145 0 633198 0 0 0 DAVID A GEER PHYSICIAN 442402 0 0 0 9913 0 2900 0 13778 0 468993 0 0 0 THURMAN K EVERETT DIRECTOR 0 355002 0 0 0 14503 0 53944 0 0 0 423449 0 0 STEVEN W BROWN DIRECTOR 0 293587 0 0 0 2374 0 62323 0 19616 0 377900 0 0 STEVEN A CURTI PHYSICIAN 309638 0 7750 0 262 0 0 0 2721 0 320371 0 0 0 GEORGE D FARR JR DIRECTOR (CHAIRMAN) 0 195242 0 0 0 1910 0 39782 0 16462 0 253396 0 0 WANDA B COOPER DIRECTOR (SECRETARY) 0 222815 0 0 0 8619 0 1950 0 6669 0 240053 0 0 PART I, LINE 1A CEO, VICE PRESIDENTS AND BOARD MEMBERS ARE OFFERED FREE MEMBERSHIPS TO ANDERSON HEALTH AND FITNESSS CENTER. WANDA B. COOPER AND GEORGE D. FARR, JR. RECEIVED FREE MEMBERSHIPS. PART I, LINE 3 THE ORGANIZATION IS A SUBSIDIARY OF ANDERSON REGIONAL MEDICAL CENTER (ARMC). OFFICERS AND DIRECTORS OF ANDERSON PHYSICIAN ALLIANCE INC (APA) ARE COMPENSATED BY ARMC. AS SUCH, APA FOLLOWS THE POLICIES OF ARMC. ARMC HAS A DESIGNATED THREE (3) PERSON COMMITTEE OF INDEPENDENT BOARD MEMBERS AND HAS CONTRACTED FOR AND USED THE PROFESSIONAL SERVICES OF LOCKTON FOR THE CEO AND VICE PRESIDENTS. PART I, LINE 4B ARMC PROVIDES TO CERTAIN EXECUTIVES AN IRS SEC. 457(F), NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN. THE PURPOSE OF THIS PLAN IS TO OFFER PARTICIPATING EXECUTIVES TAXABLE DEFERRED COMPENSATION BENEFITS TO SUPPLEMENT SUCH EXECUTIVE'S RETIREMENT UNDER ARMC'S TAX-QUALIFIED RETIREMENT PLAN. THE PLAN SHALL BE UNFUNDED FOR TAX PURPOSES AND FOR PURPOSE OF TITLE I OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1975 ("ERISA"). THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457(F) PLAN: - JOHN ANDERSON $89,595 - GEORGE DENTON FARR, JR. $37,798 - STEVEN BROWN $46,423 - FRANK W. GARRISON IV $32,868 - KEITH EVERETT $53,944 - JAMES H WALLACE $60,169 FORM 990, PART III, LINE 3 IN NOVEMBER 2023, DURING DUE DILIGENCE FOR A TRANSACTION WHEREIN ANDERSON PHYSICIAN ALLIANCE ("APA") AND ITS NONPROFIT PARENT, ANDERSON REGIONAL MEDICAL CENTER, A MISSISSIPPI NON-PROFIT HOSPITAL ("ARMC"), WILL BE ACQUIRED BY BAPTIST MEMORIAL HEALTH CARE CORPORATION ("BMHCC") IN A NONPROFIT TRANSACTION, IT WAS DISCOVERED THAT APA INADVERTENTLY HAD NOT IMPLEMENTED A FORMAL CHARITY CARE POLICY IN ITS PHYSICIAN CLINICS BECAUSE THEY ARE NOT HOSPITALS SUBJECT TO INTERNAL REVENUE CODE 501(R). NEVERTHELESS, APA PROVIDES SUFFICIENT COMMUNITY BENEFIT (REV. RUL. 69-545) AS FOLLOWS: 1) APA HAS INCURRED CHARITY CARE WRITE OFFS RANGING FROM 0.13% - 0.52% OF REVENUE DURING EACH OF THE LAST SIX YEARS; 2) APA PROVIDES CARE FOR ALL PATIENTS, REGARDLESS OF ABILITY TO PAY; 3) APA IS AND HAS BEEN ENROLLED CONTINUOUSLY IN PUBLIC HEALTHCARE PROGRAMS SUCH AS MEDICAID AND MEDICARE; 4) ARMC HOSTS FREE HEALTH SCREENINGS FOR THE COMMUNITY, AND APA UROLOGISTS HAVE VOLUNTEERED AT THOSE FREE HEALTH SCREENINGS; 5) APA HAS EXPERIENCED FINANCIAL LOSSES SINCE ITS FORMATION AND PROVIDES SUBSIDIZED (BY ARMC) OUTPATIENT HEALTHCARE SERVICES TO MERIDIAN, MS A FEDERALLY-CERTIFIED HEALTH PROFESSIONAL SHORTAGE AREA AND MEDICALLY UNDERSERVED AREA; 6) APA HAS ADOPTED A CONFLICTS OF INTEREST POLICY; AND 7) APA IS DEEMED TO MAINTAIN A COMMUNITY BOARD OF DIRECTORS AS A SUBSIDIARY OF ARMC WHICH HAS A COMMUNITY BOARD. FOLLOWING THE ACQUISITION, ON JANUARY 1, 2024, APA WILL ADOPT BMHCC'S CLINIC FINANCIAL ASSISTANCE POLICY IN ALL OF ITS CLINICS. FORM 990, PART VI, SECTION A, LINE 1A UNLESS PROHIBITED OR LIMITED BY THE ARTICLES OF INCORPORATION OR THESE BYLAWS, THE BOARD OF DIRECTORS MAY CREATE AN EXECUTIVE COMMITTEE AND ONE OR MORE THAN OTHER COMMITTEES OF THE BOARD AND APPOINT MEMBERS OF THE BOARD OF DIRECTORS TO SERVE ON THEM. FORM 990, PART VI, SECTION A, LINE 6 ANDERSON REGIONAL MEDICAL CENTER (ARMC) IS THE SOLE MEMBER OF ANDERSON PHYSICIAN ALLIANCE, INC. FORM 990, PART VI, SECTION A, LINE 7A ANDERSON REGIONAL MEDICAL CENTER HAS THE POWER (1) TO APPOINT THE MEMBERS OF THE BOARD OF DIRECTORS, (2) TO EXERCISE ALL VOTING RIGHTS OF THE MEMBERS FORM 990, PART VI, SECTION A, LINE 7B ANDERSON REGIONAL MEDICAL CENTER HAS THE POWER (1) TO APRROVE APA'S PHYSICIAN COMPENSATION MODELS, PHYSICIAN COMPENSATION AND PHYSICIAN COMPENSATION POLICIES, (2) TO APPROVE PHYSICIAN EMPLOYMENT AGREEMENTS, AND (3) TO INITIATE AND/OR APPROVE VARIOUS OTHER ACTIONS AND POLICIES AS ENUMERATED IN APA'S CERTIFICATE OF INCORPORATION AND BYLAWS, AND AS REQUIRED BY STATE LAW. FORM 990, PART VI, SECTION B, LINE 11B EACH BOARD MEMBER WAS PROVIDED A COPY OF THE FORM 990. THE BOARD MEMBERS WERE ASKED TO REVIEW THE FORM AND SUBMIT QUESTIONS AND COMMENTS PROIR TO THE FORM 990 BEING FINALIZED. AFTER REVIEW, THE FINALIZED FORM 990 WAS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY AND REQUESTS ALL BOARD MEMBERS TO ANNUALLY DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION IS A SUBSIDIARY OF ANDERSON REGIONAL MEDICAL CENTER (ARMC). OFFICERS AND DIRECTORS OF ANDERSON PHYSICIAN ALLIANCE (APA) ARE COMPENSATED BY ARMC. AS SUCH APA FOLLOWS THE POLICIES OF ARMC. ARMC HAS A DESIGNATED THREE PERSON COMMITTEE OF INDEPENDENT BOARD MEMBERS AND HAS CONTRACTED FOR AND USED THE PROFESSIONAL SERVICES OF LOCKTON FOR THE CEO AND VICE PRESIDENTS. FORM 990, PART VI, SECTION C, LINE 18 IN ADDITION, RECENT FILINGS OF THE FORM 990 ARE MADE AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ARTICLES OF INCORPORATION ARE ON FILE AND ARE AVAILABLE TO THE PUBLIC AT THE MISSISSIPPI SECRETARY OF STATE'S OFFICE. THE BYLAWS AND THE CONFLICT OF INTEREST POLICY ARE NOT PUBLICLY AVAILABLE. THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AS A PART OF THE 990 FORM AS CONSOLIDATED FINANCIALS OF ARMC. FORM 990, PART VI, LINE 1: INDEPENDENCE OF VOTING BOARD MEMBERS: THE ORGANIZATION IS A SUBSIDIARY OF ANDERSON REGIONAL MEDICAL CENTER, A 501(C)(3) ORGANIZATION. THE BOARD OF DIRECTORS OF THIS ORGANIZATION FAILS TO HAVE A MAJORITY OF INDEPENDENT BOARD MEMBERS PER THE DEFINITION PROVIDED BY THE IRS. PLEASE NOTE, HOWEVER, THAT THE SOLE MEMBER ORGANIZATION HAS A FIFTY PERCENT INDEPENDENT BOARD OF DIRECTORS, AND THROUGH ITS MEMBERSHIP PROVIDES GOVERNANCE OVERSIGHT OVER THE FILING ORGANIZATION. PLEASE SEE THE RESPONSES TO FORM 990, PART VI, LINES 6 THROUGH 7B FOR DETAILS ON THE SOLE MEMBER AND ITS AUTHORITY. FORM 990; PART XII; LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ANDERSON REGIONAL MEDICAL CENTER 2124 14TH STREET MERIDIAN MS 39301 640362400 HEALTHCARE MS 501(C)(3) LINE 3 N/A 0 MEDICAL SUPPORT AND DEVELOPMENT ORGANIZATION 122 WOODMONT WAY RIDGELAND MS 39157 640722433 SUPPORTING ORGANIZATION MS 501(C)(3) LINE 12C, III-FI ANDERSON REGIONAL MEDICAL CENTER 0 ANDERSON SUPPORT AND DEVELOPMENT FOUNDATION 7651 POPLAR SPRINGS DR MERIDIAN MS 39305 640730109 SUPPORTING ORGANIZATION MS 501(C)(3) LINE 12D, III-O ANDERSON REGIONAL MEDICAL CENTER 0 MIRACLES OF GRACE FOUNDATION 1827 SUNRISE LANE TOOMSUBA MS 39364 640730366 SUPPORTING ORGANIZATION MS 501(C)(3) LINE 12C, III-FI ANDERSON REGIONAL MEDICAL CENTER 0 CARE CONSISTENCY FOUNDATION INC 7761 MEADOW CIRCLE MERIDIAN MS 39305 640730846 SUPPORTING ORGANIZATION MS 501(C)(3) LINE 12D, III-O ANDERSON REGIONAL MEDICAL CENTER 0 ARMC HOSPITAL PROF & GEN LLFT 512 22ND AVENUE MERIDIAN MS 39301 206131090 TRUST MS N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0