2024-08-14T12:13:45-05:00 2023-09-30 621517792 PYA P C 2220 SUTHERLAND AVE KNOXVILLE TN 37919 990 2022-10-01 581518011 DALTON SENIOR HOUSING INC DALT 7062787006 519 WEST HAWTHORNE STREET DALTON GA 30720 JULIE A SOEKORO VP/CFO 7062787006 2024-08-14 1 0 DEBORAH O ERNSBERGER P00364912 8656730844 2022 2024-08-08 14:25:15Z WHITFIELD COMMONS JEFFREY D MYERS 519 WEST HAWTHORNE STREET DALTON GA 30720 404334 0 X N/A X 1983 GA THE GOAL OF DALTON SENIOR HOUSING 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 INLCUDE: OLDER AMERICANS MONTH IS CELEBRATED EACH MAY, HOLIDAYS ARE CELEBRATED INCLUDING NEW YEAR'S EVE SERVICE, VALENTNE'S DAY, ST. PATRICK'S DAY, EASTER, MOTHER'S AND FATHER'S DAYS, AND CHRISTMAS. 9 7 0 0 0 0 2500 2500 381027 392454 169 901 7728 8479 391424 404334 0 0 0 0 0 0 0 0 0 381444 356778 381444 356778 9980 47556 455547 527596 1038014 1062477 -582467 -534881 AS AN AFFILIATE OF HAMILTON HEALTH CARE SYSTEM, DALTON SENIOR HOUSING, 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 280702 400933 THE GOAL OF DALTON SENIOR HOUSING IS TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY AS WELL AS TO OFFER THEM OPPORTUNITIES TO PARTICIPATE IN SOCIAL AND CULTURAL ACTIVITIES. DALTON SENIOR HOUSING HAS 40 UNITS AVAILABLE FOR OCCUPANCY, PROVIDING HOUSING FOR 40 RESIDENTS. ACTIVITIES AVAILABLE FOR RESIDENT PARTICIPATION INCLUDE MONTHLY RESIDENT MEETINGS, MONTHLY BIRTHDAY PARTIES FOR RESIDENTS, CHRISTMAS AND THANKSGIVING PROGRAMS, CELEBRATION OF OLDER AMERICANS MONTH EACH MAY, CANDLELIGHT CHRISTMAS INCLUDING SINGING OF CAROLS AND SHARING OF MEMORIES, MOTHER'S DAY BANQUET, FATHER'S DAY BREAKFAST, WEEKLY BINGO GAMES AND MANY OTHERS. 280702 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 7 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 STARR R HANSON 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 0 2521541 250082 0 0 1 0 0 2500 2500 RENTAL INCOME 623990 392454 392454 392454 901 901 MISCELLANEOUS INCOME 623990 8479 8479 8479 404334 400933 0 901 X 61721 61721 14355 14355 137525 137525 40516 40516 14916 14916 1182 1182 45516 45516 33891 33891 5833 5833 PROGRAM SERVICES 1323 1323 356778 280702 76076 0 16693 29788 248882 258882 26419 14221 2062709 1838004 163553 224705 455547 527596 117984 175988 908079 873784 11951 12705 1038014 1062477 X -582467 -534881 -582467 -534881 455547 527596 47556 15 15 0 X 0 1 X 1 1 1 X 2500 2500 2500 2500 2500 12500 354635 361967 333810 381027 392454 1823893 357135 364467 336310 383527 394954 1836393 0 0 0 1836393 248 311 192 169 901 1821 248 311 192 169 901 1821 6796 5030 5733 7728 8479 33766 364179 369808 342235 391424 404334 1871980 0.98100 0.98190 0.00100 0.00060 X 20000 20000 1560521 1413218 147303 221742 210677 11065 260446 214109 46337 224705 TENANT SECURITY DEPOSITS 12705 12705 X 404353 15 5 20 404333 1 1 404334 356777 0 356777 1 1 356778 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: LIABILITY CLAIMS INVESTMENT GAIN 5. 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 PERSON 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 BOARD 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 VALUE 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 SALARIES AND WAGES: PROGRAM SERVICE EXPENSES 101,225. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 101,225. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 36,300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,300. 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 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 ELDERLY CARE GA 501(C)(3) LINE 10 HAMILTON HEALTH CARE SYSTEM INC 0 ROYAL OAK COMMUNITY LTD PO BOX 1168 DALTON GA 30722 581970228 SENIOR LIVING SERVICES GA 501(C)(3) LINE 10 HAMILTON HEALTH CARE SYSTEM INC 0 WHITFIELD PLACE INC PO BOX 1168 DALTON GA 30722 582103085 LOW-INCOME HOUSING 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 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 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 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 30722 873430438 ORTHOPEDIC SURGERY CENTER GA N/A 0 0 HAMILTON HEALTH FIRST INC PO BOX 1168 DALTON GA 30722 581694713 PREFERRED PROVIDER ORGANIZATION GA N/A C 0 HMC HOLDINGS INC PO BOX 1168 DALTON GA 30722 TITLE HOLDINGS GA N/A C 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0