2024-08-14T13:41:58-05:00 2023-09-30 621517792 PYA P C 2220 SUTHERLAND AVE KNOXVILLE TN 37919 990 2022-10-01 582103085 WHITFIELD PLACE INC WHIT 7062727000 PO BOX 1168 DALTON GA 307221168 JULIE A SOEKORO VP/CFO 7062727000 2024-08-14 1 0 DEBORAH O ERNSBERGER P00364912 8656730844 2022 2024-08-08 14:25:15Z JULIE A SOEKORO PO BOX 1168 DALTON GA 307221168 283935 0 X N/A X 1994 GA THE GOAL OF WHITFIELD PLACE IS TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY AS WELL AS TO OFFER THEM OPPORTUNITIES TO PARTICIPATE IN SOCIAL AND CULTURAL ACTIVITIES. SOME ACTIVITIES INCLUDE: OLDER AMERICANS MONTH CELEBRATED EACH MAY AND HOLIDAYS CELEBRATED INCLUDING NEW YEAR'S EVE SERVICE, VALENTINE'S DAY, ST. PATRICK'S DAY, EASTER, MOTHER'S AND FATHER'S DAYS, AND CHRISTMAS. 9 7 0 0 0 0 0 0 224446 271864 0 0 10406 12071 234852 283935 0 0 0 0 0 0 0 0 0 466522 331034 466522 331034 -231670 -47099 1304237 1280324 1046428 1201343 257809 78981 AS AN AFFILIATE OF HAMILTON HEALTH CARE SYSTEM, WHITFILED PLACE, INC. SUPPORTS THE SYSTEM MISSION OF PROVIDING LEADERSHIP, PARTNERSHIPS AND SEAMLESS RESOURCE COORDINATION TO MEET HEALTH CARE NEEDS THAT ADVANCE THE QUALITY AND DIGNITY OF LIFE. 0 0 257732 283935 THE GOAL OF WHITFIELD PLACE IS TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY AS WELL AS TO OFFER THEM OPPORTUNITIES TO PARTICIPATE IN SOCIAL AND CULTURAL ACTIVITIES. WHITFIELD PLACE HAS 48 UNITS AVAILABLE FOR OCCUPANCY, PROVIDING HOUSING FOR 47 RESIDENTS AT SEPTEMBER 30, 2023. ACTIVITIES AVAILABLE FOR RESIDENT PARTICIPATION INCLUDE BIBLE STUDIES CONDUCTED BY AREA MINISTERS ON A WEEKLY BASIS, MONTHLY RESIDENT MEETINGS, MONTHLY BIRTHDAY PARTIES FOR RESIDENTS, BOOKMOBILE VISITS PROVIDED BY THE LOCAL LIBRARY, CELEBRATION OF OLDER AMERICANS MONTH EACH MAY, CANDLELIGHT CHRISTMAS SERVICE INCLUDING SINGING OF CAROLS AND SHARING OF MEMORIES, "WHEELS WITH WINGS" MONTHLY MEETING FOR THOSE WITH IMPAIRED MOBILTY, MOTHER'S DAY BANQUET, FATHER'S DAY BREAKFAST, AND MANY OTHERS. 257732 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 9 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 GA X JULIE A SOEKORO 7062782105 1200 MEMORIAL DRIVE DALTON GA 30720 JEFFREY D MYERS PRESIDENT/CEO/VICE CHAIR 1.00 40.00 X X 0 1609084 135112 JULIE A SOEKORO VP/CFO/SECRETARY TREASURER 1.00 40.00 X X 0 721943 112436 STEVEN P BRIDENSTINE ASSISTANT TREASURER 1.00 40.00 X 0 190514 2534 J DAVID GREGG CHAIRMAN 1.00 X X 0 0 0 OLIVER F COBB TRUSTEE 1.00 X 0 0 0 REV SUZANNE W HOOIE TRUSTEE 1.00 X 0 0 0 ROBERT B HUBBS TRUSTEE 1.00 X 0 0 0 HANNAH C JONES TRUSTEE 1.00 X 0 0 0 JULIE L THARPE TRUSTEE 1.00 X 0 0 0 STARR R HANSON TRUSTEE 1.00 X 0 0 0 0 2521541 250082 0 0 1 0 0 RENTAL INCOME 623990 271864 271864 271864 MISCELLANEOUS INCOME 623990 12071 12071 12071 283935 283935 0 0 X 58947 58947 14355 14355 96641 96641 41139 41139 26566 26566 1824 1824 83195 83195 7585 7585 PROGRAM SERVICES 782 782 331034 257732 73302 0 10547 25151 264073 275092 17123 18647 2879774 1918340 1012494 961434 1304237 1280324 388320 410295 638363 770147 19745 20901 1046428 1201343 X 257809 78981 257809 78981 1304237 1280324 X -47099 -131729 X 0 1 X 1 1 1 X 231375 223925 214549 224446 271864 1166159 231375 223925 214549 224446 271864 1166159 0 0 0 1166159 8437 8382 10428 10406 12071 49724 239812 232307 224977 234852 283935 1215883 0.95910 0.95950 0.00000 0.00000 X 92390 92390 2571038 1720690 850348 46687 45545 1142 169659 152105 17554 961434 TENANT SECURITY DEPOSITS 20901 20901 X 343290 59356 59356 283934 1 1 283935 331033 0 331033 1 1 331034 PART X, LINE 2: THE SYSTEM HAS ADOPTED PROCEDURES FOR DETERMINING THE EXISTENCE OF UNCERTAIN TAX POSITIONS, AND THE RELATED TIMING AND AMOUNT OF THEIR IMPACT ON THE FINANCIAL STATEMENTS, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT INCOME LIABILITY CLAIMS 44. AMORTIZATION OF CAPITAL ADVANCE 59,312. 0 1 0 0 0 0 0 0 0 JEFFREY D MYERS PRESIDENT/CEO/VICE CHAIR 0 955987 0 479272 0 173825 0 59300 0 75812 0 1744196 0 44050 JULIE A SOEKORO VP/CFO/SECRETARY TREASURER 0 391721 0 188023 0 142199 0 31097 0 81339 0 834379 0 15593 STEVEN P BRIDENSTINE ASSISTANT TREASURER 0 168585 0 21040 0 889 0 123 0 2411 0 193048 0 0 PART I, LINE 4B THE FOLLOWING PERSONS RECEIVED CURRENT YEAR DEFERRED COMPENSATION ACCRUALS FROM NON-QUALIFIED PLANS: - JEFFREY D. MYERS - $44,050 - JULIE A. SOEKORO - $15,593 THE FOLLOWING PERSONS RECEIVED CURRENT YEAR DEFERRED COMPENSATION ACCRUALS FROM NON-QUALIFIED SERP PLANS: - JEFFREY D. MYERS - $405,000 FORM 990, PART VI, SECTION A, LINE 7A THE REGULAR TRUSTEES OF THE ORGANIZATION ARE APPOINTED BY THE BOARD OF TRUSTEES OF HAMILTON HEALTH CARE SYSTEM, INC. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN CAPITAL EXPENDITURE AND CONTRACTUAL COMMITMENT DECISIONS MUST BE SUBSEQUENTLY APPROVED BY THE HAMILTON HEALTH CARE SYSTEM BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED BY EXECUTIVE MANAGEMENT. SUBSEQUENTLY, A DRAFT COPY OF THE UNFILED FORM 990 IS POSTED TO A SECURE PAGE ON THE HAMILTON HEALTH CARE SYSTEM WEBSITE FOR REVIEW AND COMMENT BY ALL MEMBERS OF THE BOAD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CLEAR AND DETAILED CONFLICT OF INTEREST POLICY WHICH ESTABLISHES A PROCEDURE FOR IDENTIFYING, REVIEWING AND ADDRESSING CONFLICTS OF INTEREST. THIS POLICY ALSO REQUIRES EACH TRUSTEE AND OFFICER OF THE ORGANIZATION TO ANNUALLY SIGN A STATEMENT ACKNOWLEDGING RECEIPT OF THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 UNDER A BOARD RESOLUTION, THE FINANCE & AUDIT COMMITTEE OF HAMILTON HEALTH CARE SYSTEM HAS THE AUTHORITY TO TAKE ACTION ON BEHALF OF THE BOARD WITH RESPECT TO THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES. THE FINANCE & AUDIT COMMITTEE OF HAMILTON HEALTH CARE SYSTEM MAINTAINS MINUTES OF ITS PROCEDURES. ON AN ANNUAL BASIS THE FINANCE & AUDIT COMMITTEE OF HAMILTON HEALTH CARE SYSTEM WILL MEET TO SET THE ANNUAL COMPENSATION OF THE PRESIDENT/CEO. THIS ACTION IS BASED ON CONSULTATION WITH A THIRD PARTY CONSULTING FIRM TO REVIEW THE TOTAL COMPENSATION OF THE CEO AND KEY EMPLOYEES SUCH THAT TOTAL COMPENSATION PACKAGES ARE CONSIDERED FAIR MARKET AND NOT EXCESSIVE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 33,806. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,806. SALARIES AND WAGES: PROGRAM SERVICE EXPENSES 62,835. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,835. FORM 990, PART XI, LINE 9: AMORTIZATION OF HUD CAPITAL ADVANCE 59,312. EQUITY TRANSFER TO HAMILTON HEALTH CARE SYSTEM, INC. -191,094. LIABILITY CLAIMS 44. ROUNDING 9. HAMILTON HEALTH CARE SYSTEM INC PO BOX 1168 DALTON GA 30722 581519913 SUPPORT RELATED ENTITIES GA 501(C)(3) LINE 12B, II N/A 0 DALTON SENIOR HOUSING INC 519 WEST HAWTHORNE STREET DALTON GA 30720 581518011 LOW-INCOME HOUSING GA 501(C)(3) LINE 10 HAMILTON HEALTH CARE SYSTEM INC 0 HAMILTON AMBULATORY SURGERY CENTER INC PO BOX 1168 DALTON GA 30722 582654791 SURGICAL SERVICES GA 501(C)(3) LINE 3 HAMILTON MEDICAL CENTER INC 0 HAMILTON EMERGENCY MEDICAL SERVICES INC PO BOX 1168 DALTON GA 30722 581651002 EMERGENCY MEDICAL GA 501(C)(3) LINE 10 HAMILTON HEALTH CARE SYSTEM INC 0 HAMILTON MEDICAL CENTER INC PO BOX 1168 DALTON GA 30722 581519911 HEALTHCARE GA 501(C)(3) LINE 3 HAMILTON HEALTH CARE SYSTEM INC 0 HAMILTON PHYSICIAN GROUP INC PO BOX 1168 DALTON GA 30722 271198701 PHYSICIAN PRACTICE GA 501(C)(3) LINE 3 HAMILTON MEDICAL CENTER INC 0 HLTC INC PO BOX 1168 DALTON GA 30722 582341574 LONG TERM CARE GA 501(C)(3) LINE 10 HAMILTON HEALTH CARE SYSTEM INC 0 ROYAL OAK COMMUNITY LTD PO BOX 1900 DALTON GA 30722 581970228 SENIOR LIVING SERVICES GA 501(C)(3) LINE 10 HAMILTON HEALTH CARE SYSTEM INC 0 DALTON-WHITFIELD COUNTY HOSPITAL LIABILITY TRUST PO BOX 1168 DALTON GA 30722 581331514 LIABILITY CLAIMS COVERAGE GA 501(C)(3) LINE 12C, III-FI HAMILTON HEALTH CARE SYSTEM INC 0 HAMILTON CHILDREN'S INSTITUTE PO BOX 1168 DALTON GA 30722 823312912 PEDIATRIC DEVELOPMENTAL/BEHAVIORAL TREATMENT GA 501(C)(3) LINE 10 HAMILTON HEALTH CARE SYSTEM INC 0 WHITFIELD HEALTHCARE FOUNDATION INC PO BOX 1168 DALTON GA 30722 510175056 FUNDS FOR HEALTHCARE GA 501(C)(3) LINE 12B, II HAMILTON HEALTH CARE SYSTEM INC 0 HAMILTON ORTHOPEDIC SURGERY CENTER 1104 PROFESSIONAL BLVD DALTON GA 30720 873430438 ORTHOPEDIC SURGERY CENTER GA 501(C)(3) LINE 3 HAMILTON HEALTH CARE SYSTEM INC 0 HAMILTON ORTHOPEDIC SURGERY CENTER PO BOX 1168 DALTON GA 30720 873430438 ORTHOPEDIC SURGERY CENTER GA N/A 0 0 HAMILTON HEALTH FIRST INC PO BOX 1168 DALTON GA 307221168 581694713 PREFERRED PROVIDER ORGANIZATION GA N/A C 0 HMC HOLDINGS INC PO BOX 1168 DALTON GA 307221168 TITLE HOLDING GA N/A C 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0