2026-08-17T16:10:57-05:00 2025-09-30 621517792 PYA P C 6016 BROOKVALE LANE KNOXVILLE TN 37919 990 2024-10-01 582103085 WHITFIELD PLACE INC WHIT 7062727000 PO BOX 1168 DALTON GA 307221168 STEVEN P BRIDENSTINE TAX OFFICER 7062727000 2026-08-17 1 0 MICHELLE HERRELL CPA P00111870 8656730844 2024 2025-03-06 01:10:19Z JULIE A SOEKORO PO BOX 1168 DALTON GA 307221168 287535 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 278203 277429 0 0 10038 10106 288241 287535 0 0 0 0 0 0 0 0 0 353650 394843 353650 394843 -65409 -107308 1183701 1156469 1110649 1131395 73052 25074 X 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 321477 287535 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, 2025. ACTIVITIES AVAILABLE FOR RESIDENT PARTICIPATION INCLUDE A BOOK CLUB HOSTED BY DALTON STATE COLLEGE SOCIAL WORKERS. EACH WEDNESDAY, A LOCAL PASTOR DOES A BIBLE STUDY AND PROVIDES A SOUP LUNCH. ADDITIONALLY, MONTHLY DEVOTIONALS ARE HELD, MONTHLY BIRTHDAY PARTIES FOR RESIDENTS, A CANDLELIGHT CHRISTMAS SERVICE INCLUDING SINGING OF CAROLS AND SHARING OF MEMORIES IN ADDITION TO OTHER HOLIDAY CELEBRATIONS, MONTHLY ACTIVITY MEETINGS TO PLAN THE MONTHLY CALENDAR AND ADDITIONAL ACTIVITIES, AND PERIODIC ACTIVITIES BASED ON AVAILABILITY FOR TENANT BENEFIT INCLUDING GEORGIA LEGAL SERVICES, WE GOT PHONES AND WHITFIELD COUNTY HEALTH DEPARTMENT PROVIDING FLU SHOTS. 321477 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 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 7 1 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 AND VICE CHAIR 1.00 40.00 X X 0 2822417 121719 JULIE A SOEKORO VP/CFO/SECRETARY TREASURER 1.00 40.00 X X 0 951442 116875 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 DOUG PEEPLES TRUSTEE 1.00 X 0 0 0 JULIE L THARPE TRUSTEE 1.00 X 0 0 0 STEVEN P BRIDENSTINE ASSISTANT TREASURER 1.00 40.00 X 0 217002 4450 0 3990861 243044 0 0 1 0 0 RENTAL INCOME 623990 277429 277429 277429 MISCELLANEOUS INCOME 623990 10106 10106 10106 287535 287535 0 0 X 65366 65366 8000 8000 164868 164868 38005 38005 23315 23315 265 265 77022 77022 10430 10430 PROGRAM SERVICES 7572 7572 394843 321477 73366 0 19253 11424 259425 260078 20089 26954 2929874 2071861 884934 858013 1183701 1156469 377264 456833 710670 651357 22715 23205 1110649 1131395 X 73052 25074 73052 25074 1183701 1156469 X -107308 59330 X 0 1 X 1 1 1 X 214549 224446 271864 278203 277429 1266491 214549 224446 271864 278203 277429 1266491 0 0 0 1266491 10428 10406 12071 32905 224977 234852 283935 278203 277429 1299396 0.97470 0.96710 0.00000 X 92390 92390 2621138 1864605 756533 46687 46687 0 169659 160569 9090 858013 TENANT SECURITY DEPOSITS 23205 23205 X 346881 59346 59346 287535 0 287535 394843 0 394843 0 394843 PART X, LINE 2: WHITFIELD PLACE 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, 2025 AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT INCOME LIABILITY CLAIMS 33. AMORTIZATION OF CAPITAL ADVANCE 59,313. 0 1 0 0 0 0 0 0 0 JEFFREY D MYERS PRESIDENT/CEO AND VICE CHAIR 0 1612808 0 748869 0 460740 0 80371 0 41348 0 2944136 0 63121 JULIE A SOEKORO VP/CFO/SECRETARY TREASURER 0 534038 0 230000 0 187404 0 34589 0 82286 0 1068317 0 17339 STEVEN P BRIDENSTINE ASSISTANT TREASURER 0 188897 0 22910 0 5195 0 4450 0 0 0 221452 0 0 PART I, LINE 4B THE FOLLOWING PERSONS RECEIVED CURRENT YEAR DEFERRED COMPENSATION ACCRUALS FROM NON-QUALIFIED PLANS: - JEFFREY D. MYERS - $63,121 - JULIE A. SOEKORO - $17,339 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER J. DAVID GREGG HAS A BUSINESS RELATIONSHIP WITH ANOTHER BOARD MEMBER. 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 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 71,366. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,366. SALARIES AND WAGES: PROGRAM SERVICE EXPENSES 91,056. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,056. CONSULTING FEES: PROGRAM SERVICE EXPENSES 2,446. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,446. FORM 990, PART XI, LINE 9: AMORTIZATION OF HUD CAPITAL ADVANCE 59,330. 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