Nonprofit · EIN 58-1970228
ROYAL OAK COMMUNITY LTD
Also known as ROYAL OAKS
Tax-exempt · DALTON, GA 30722
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $4,768,345 | $4,713,031 | $55,314 | $9,775,340 | $8,348,508 | $1,426,832 |
| September 30, 2024 | 990 | $4,038,615 | $4,407,751 | -$369,136 | $9,477,047 | $8,301,642 | $1,175,405 |
| September 30, 2023 | 990 | $3,806,850 | $4,050,536 | -$243,686 | $8,577,735 | $8,287,146 | $290,589 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $825
- Program service revenue
- $4,067,519
- Investment income
- $615,160
- Net gain from sales of assets
- $502,577
- Other revenue
- $84,841
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $2,021,573
- Salaries, compensation and benefits (total)
- $2,670,287
- Professional fundraising fees
- $0
- Accounting fees
- $8,000
- Occupancy
- $197,506
- Travel
- $2,096
- Depreciation
- $234,551
- Program services (functional)
- $4,435,797
- Management and general (functional)
- $277,234
Balance sheet and other
- Total assets, start of year
- $9,477,047
- Total assets, end of year
- $9,775,340
- Total liabilities, end of year
- $8,348,508
- Net assets, end of year
- $1,426,832
- Land, buildings and equipment
- $2,564,467
- Publicly traded securities
- $6,059,261
- Net assets without donor restrictions
- $1,426,832
- Gross receipts
- $10,951,318
- Employees
- 77
- Volunteers
- 0
- Year formed
- 1991
- State of legal domicile
- GA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY D MYERS | PRESIDENT/CEO AND VICE CHAIR Trustee or director, Officer | 1 | $0 | $2,822,417 | $121,719 |
| SANDRA D MCKENZIE | TRUSTEE Trustee or director | 1 | $0 | $1,385,386 | $254,120 |
| JULIE A SOEKORO | ASSISTANT TREASURER Officer | 1 | $0 | $951,442 | $116,875 |
| STEVEN P BRIDENSTINE | ASSISTANT TREASURER Officer | 1 | $0 | $217,002 | $4,450 |
| JOSHUA ROCHESTER | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $134,913 | $0 | $1,340 |
| TONI THOMPSON | COUNSELOR Highest-paid employee | 40 | $121,273 | $0 | $6,286 |
| G LAMAR LYLE | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILLIAM L MCDANIEL JR MD | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DON W ADCOCK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LAURA J ALLGOOD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| OLIVER F COBB | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT K ESTES JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ZABDIEL MENDEZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| W SCOTT SELLERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LARRY E WINTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY D MYERS | PRESIDENT/CEO AND VICE CHAIR Trustee or director, Officer | 1 | $0 | $1,554,539 | $119,279 |
| SANDRA D MCKENZIE | TRUSTEE Trustee or director | 1 | $0 | $962,708 | $56,457 |
| JULIE A SOEKORO | ASSISTANT TREASURER Officer | 1 | $0 | $701,558 | $109,497 |
| STEVEN P BRIDENSTINE | ASSISTANT TREASURER Officer | 1 | $0 | $196,052 | $1,111 |
| JOSHUA ROCHESTER | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $128,574 | $0 | $1,277 |
| G LAMAR LYLE | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILLIAM L MCDANIEL JR MD | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DON W ADCOCK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LAURA J ALLGOOD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| OLIVER F COBB | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT K ESTES JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ZABDIEL MENDEZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| W SCOTT SELLERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LARRY E WINTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY D MYERS | PRESIDENT/CEO AND VICE CHAIR Trustee or director, Officer | 1 | $0 | $1,609,084 | $135,112 |
| JULIE A SOEKORO | ASSISTANT TREASURER Officer | 1 | $0 | $721,943 | $112,436 |
| SANDRA D MCKENZIE | TRUSTEE Trustee or director | 1 | $0 | $636,061 | $52,898 |
| STEVEN P BRIDENSTINE | ASSISTANT TREASURER Officer | 1 | $0 | $190,514 | $2,534 |
| JOSHUA ROCHESTER | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $128,094 | $0 | $696 |
| TONI THOMPSON | COUNSELOR Highest-paid employee | 40 | $110,273 | $0 | $6,234 |
| G LAMAR LYLE | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILLIAM L MCDANIEL JR MD | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DON W ADCOCK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LAURA J ALLGOOD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| OLIVER F COBB | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT K ESTES JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ZABDIEL MENDEZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| W SCOTT SELLERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LARRY E WINTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1900, DALTON, GA 30722-1900
- Principal officer (990 for 2024)
- JEFFREY D MYERS, PO BOX 1900, DALTON, GA 307221900
- Signed the 990
- STEVEN P BRIDENSTINE, TAX OFFICER
- Phone
- (706) 278-2105
- Website
- WWW.ROYALOAKSRETIREMENT.COM
- Return prepared by
- PYA P C
Mission
AS AN AFFILIATE OF HAMILTON HEALTH CARE SYSTEM, ROYAL OAK COMMUNITY, LTD. 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.
Program accomplishments
- THE GOAL OF ROYAL OAK COMMUNITY IS TO PROVIDE INDEPENDENT AND ASSISTED LIVING SERVICES IN A SAFE AND SECURE ENVIRONMENT AND TO OFFER OUR RESIDENTS OPPORTUNITIES TO PARTICIPATE IN SOCIAL AND CULTURAL ACTIVITIES. ROYAL OAK HAS 72 INDEPENDENT AND 42 ASSISTED LIVING UNITS AVAILABLE FOR OCCUPANCY. AT SEPTEMBER 30, 2025, THERE WERE 62 INDEPENDENT AND 39 ASSISTED LIVING UNITS OCCUPIED PROVIDING HOUSING FOR 111 RESIDENTS.ACTIVITIES AVAILABLE FOR RESIDENT PARTICIPATION INCLUDE BI-WEEKLY BIBLE STUDY CONDUCTED BY LOCAL MINISTERS, EXERCISE CLASSES HELD TWO TIMES PER WEEK, AS WELL AS TRANSPORTATION TO BRADLEY WELLNESS CENTER, MONTHLY BIRTHDAY PARTIES FOR RESIDENTS, CELEBRATIONS OF VARIOUS HOLIDAYS INCLUDING VALENTINE'S DAY, EASTER, THE 4TH OF JULY, CHRISTMAS, HANNUKAH, AND NEW YEAR'S DAY, TRANSPORTATION TO THEATERS AND MUSEUMS, WEEKLY AIRING OF THE MOST RECENT MOVIE RELEASES, PERFORMANCES ON SITE BY WORLD CLASS MUSICIANS WHO HAVE PERFORMED IN OPERA HOUSES WORLDWIDE, VARIOUS GAMES SUCH AS BINGO, CHAIR BEACH VOLLEYBALL, TRIVIA, PUZZLE TIME, AND TRANSPORTATION TO GROCERY STORES.Expenses $4,435,797 · revenue $4,152,360
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 58-1970228
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P810)
- Assets (IRS master file)
- $9,775,340
- Income (IRS master file)
- $10,951,318
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $4,768,345 | $4,713,031 | $9,775,340 | XML |
| 990 | September 2024 | $4,038,615 | $4,407,751 | $9,477,047 | XML |
| 990 | September 2023 | $3,806,850 | $4,050,536 | $8,577,735 | XML |
| 990 | September 2022 | $3,621,653 | $3,622,138 | $8,309,563 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-1970228).
Questions about ROYAL OAK COMMUNITY LTD
- What is the EIN of ROYAL OAK COMMUNITY LTD?
- The employer identification number (EIN) of ROYAL OAK COMMUNITY LTD is 58-1970228.
- Is ROYAL OAK COMMUNITY LTD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to ROYAL OAK COMMUNITY LTD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROYAL OAK COMMUNITY LTD file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROYAL OAK COMMUNITY LTD due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROYAL OAK COMMUNITY LTD last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of ROYAL OAK COMMUNITY LTD?
- The 990 for the year ended September 30, 2025 names JEFFREY D MYERS.
- Who are the officers and directors of ROYAL OAK COMMUNITY LTD?
- The 990 for the year ended September 30, 2025 lists 15 people; 2 received compensation from the organization.
- How much revenue does ROYAL OAK COMMUNITY LTD have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $4,768,345, expenses of $4,713,031 and total assets of $9,775,340 at year end.
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