2025-08-13T11:06:08-05:00 2024-09-30 621517792 PYA P C 2220 SUTHERLAND AVE KNOXVILLE TN 37919 990 2023-10-01 510175056 WHITFIELD HEALTHCARE FOUNDATION INC WHIT 7062782105 PO BOX 1168 DALTON GA 307221168 JULIE A SOEKORO VP/CFO 7062782105 2025-08-13 1 0 DEBORAH O ERNSBERGER P00364912 8656730844 2023 2025-03-06 01:10:19Z JEFFREY D MYERS PO BOX 1168 DALTON GA 307221168 46878737 0 X WWW.HAMILTONHEALTH.COM/FOUNDATION X 1983 GA THE FOUNDATION'S PRIMARY MISSION IS TO ENCOURAGE CHARITABLE GIFTS THAT SUPPORT AND ADVANCE THE MISSION OF HAMILTON HEALTH CARE SYSTEM, INC. AND ITS AFFILIATES. THE FOLLOWING COMMUNITY PROGRAMS AND SERVICES WERE PROVIDED AND EITHER FULLY OR PARTIALLY SUBSIDIZED BY THE FOUNDATION: PLANNED GIVING AND FINANCIAL PLANNING SEMINARS, BROWN BAG LUNCHEON WHICH IS A MEDICATION REVIEW SEMINAR FOR SENIORS, AND WELLSPRING FOR WOMEN WHICH IS AN EDUCATIONAL OUTREACH FOR WOMEN IN THE COMMUNITY. 47 45 0 0 0 0 2046068 4839180 0 0 2575259 4072237 125715 130685 4747042 9042102 2084232 4879918 0 0 0 0 0 0 47810 1087883 1243853 3172115 6123771 1574927 2918331 75443252 82983200 1279037 981408 74164215 82001792 AS AN AFFILIATE OF HAMILTON HEALTH CARE SYSTEM, WHITFIELD HEALTHCARE FOUNDATION, 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 5453162 4836591 OPERATION OF THE FOUNDATION WHICH DISTRIBUTES FUNDS TO PROVIDE HEALTHCARE SERVICES. 43327 DISTRIBUTION OF FUNDS TO PROVIDE HEALTHCARE SERVICES TO INDIGENT PATIENTS. SPEEDY RECOVERY-FUNDRAISING PROGRAM TO RECOGNIZE AND HONOR INDIVIDUALS HOSPITALIZED AT HAMILTON MEDICAL CENTER, INC. 5453162 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 47 45 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 DR DALTON GA 30720 JEFFREY D MYERS PRESIDENT/CEO AND VICE CHAIR 1.00 40.00 X X 0 1554539 119279 DANNY WRIGHT TRUSTEE/VP HMC 1.00 40.00 X 0 351971 29904 W SCOTT SELLERS CHAIRMAN 1.00 X X 0 0 0 ANDREW BARKLEY TRUSTEE 1.00 X 0 0 0 JANE J BOGGS TRUSTEE 1.00 X 0 0 0 ANN BRYANT TRUSTEE 1.00 X 0 0 0 JANA CANSLER CLARK TRUSTEE 1.00 X 0 0 0 LIZZY CAPERTON TRUSTEE 1.00 X 0 0 0 ROGER D CHEEK TRUSTEE 1.00 X 0 0 0 LINDSEY COKER TRUSTEE 1.00 X 0 0 0 BRANDON COMBS TRUSTEE 1.00 X 0 0 0 DAVID COOK TRUSTEE 1.00 X 0 0 0 CELESTE CRESWELL TRUSTEE 1.00 X 0 0 0 TOM DICKSON TRUSTEE 1.00 X 0 0 0 CHARLES N DOBBINS JR TRUSTEE 1.00 X 0 0 0 JULIAN DOSSCHE TRUSTEE 1.00 X 0 0 0 ROBERT K ESTES JR TRUSTEE 1.00 X 0 0 0 TYLER GAY TRUSTEE 1.00 X 0 0 0 AMY GRAMMER TRUSTEE 1.00 X 0 0 0 DONNA GREESON TRUSTEE 1.00 X 0 0 0 GREG GREESON TRUSTEE 1.00 X 0 0 0 J DAVID GREGG TRUSTEE 1.00 X 0 0 0 ROBERT L HARDAWAY TRUSTEE 1.00 X 0 0 0 TAMMY HERNDON TRUSTEE 1.00 X 0 0 0 KELLY M JONES TRUSTEE 1.00 X 0 0 0 AMY KINARD TRUSTEE 1.00 X 0 0 0 BRENDA KNOWLES TRUSTEE 1.00 X 0 0 0 BRYAN E MCALLISTER TRUSTEE 1.00 X 0 0 0 JUDY MCCAMY TRUSTEE 1.00 X 0 0 0 JOHN T MINOR IV TRUSTEE 1.00 X 0 0 0 RICK MYERS TRUSTEE 1.00 X 0 0 0 JOHN P NEAL III TRUSTEE 1.00 X 0 0 0 SUSAN PATTERSON TRUSTEE 1.00 X 0 0 0 ALAN PEEPLES TRUSTEE 1.00 X 0 0 0 RHETT PEEPLES TRUSTEE 1.00 X 0 0 0 WILLIAM D PRIDGEN JR TRUSTEE 1.00 X 0 0 0 KEVIN SANDERS TRUSTEE 1.00 X 0 0 0 PETER R SIGMON TRUSTEE 1.00 X 0 0 0 ROBERT H SMALLEY III TRUSTEE 1.00 X 0 0 0 CATHY S SYNDER TRUSTEE 1.00 X 0 0 0 HARRISON STAFFORD TRUSTEE 1.00 X 0 0 0 MELANIE SUGGS TRUSTEE 1.00 X 0 0 0 GINA SWANSON TRUSTEE 1.00 X 0 0 0 HENRY C THARPE JR TRUSTEE 1.00 X 0 0 0 JERRY T WATKINS JR TRUSTEE 1.00 X 0 0 0 LARRY WINTER TRUSTEE 1.00 X 0 0 0 CHRIS W YARBROUGH TRUSTEE 1.00 X 0 0 0 JULIE A SOEKORO CFO/TREASURER 1.00 40.00 X 0 701558 109497 STEVEN P BRIDENSTINE ASSISTANT TREASURER 1.00 40.00 X 0 196052 1111 JANE M SNIPES EXECUTIVE DIRECTOR 40.00 X 135492 0 10935 135492 2804120 270726 1 0 1 0 0 4839180 4839180 1277209 1277209 40631663 37836635 2795028 2795028 2795028 TRUSTEE FEES 900099 130685 130685 130685 9042102 0 0 4202922 X 4836591 4836591 43327 43327 129000 129000 14885 14885 299087 299087 630715 473033 157682 35984 35984 21481 21481 7137 7137 5046 5046 MISCELLANEOUS 52708 30563 22145 DONOR/VOLUNTEER RECOGNI 47810 47810 6123771 5453162 622799 47810 1793051 407382 2835052 3058373 4514788 2691711 67305 52040 2528 2518 1097540 1097540 1097540 59377382 70363285 5755606 5310351 75443252 82983200 1090479 786317 188558 195091 1279037 981408 X 68182191 77707640 5982024 4294152 74164215 82001792 75443252 82983200 X 2918331 6607118 -1687872 X 0 1 X 1 0 X X 4 HAMILTON MEDICAL CENTER 581519911 3 1 3824140 0 ROYAL OAK COMMUNITY LTD 581970228 10 1 150 0 HAMILTON CHILDREN'S INSTITUTE 823312912 10 1 30630 0 HAMILTON HEALTH CARE SYSTEM 581519913 3 1 981671 0 4 4836591 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 19920 43327 3054500 1 1 14119212 2201553 16320765 13150761 968451 14119212 14781621 -1630860 13150761 12604379 2177242 14781621 11696634 907745 12604379 1.00000 0 0 1097540 1097540 1097540 TIMBERLAND INVESTMENTS 2267904 F REAL ESTATE 3042447 F 5310351 ASSETS HELD ON BEHALF OF OTHERS 195091 195091 X 18498852 6607118 4836591 11443709 7055143 299087 1687872 1986959 9042102 988093 0 988093 299087 4836591 5135678 6123771 PART V, LINE 4: FUNDS RECEIVED THROUGH CHARITABLE DONATION ARE SOMETIMES RETAINED AS AN ENDOWMENT FOR FUTURE HEALTHCARE NEEDS OF HAMILTON HEALTHCARE SYSTEM AFFILIATES. THESE FUNDS WILL ULTIMATELY BE USED IN THE SAME MANNER AS OTHER CONTRIBUTIONS RECEIVED BY THE FOUNDATION, FOR USES INCLUDING FACILITIES, EQUIPMENT AND PROGRAMS THAT ENHANCE PATIENT CARE, PROMOTE HEALTH EDUCATION, PROVIDE ACCESS TO CARE REGARDLESS OF ABILITY TO PAY, AND IMPROVE THE QUALITY OF LIFE IN THE NORTHWEST GEORGIA REGION. PART X, LINE 2: THE FOUNDATION 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, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: DISTRIBUTION TO HAMILTON MEDICAL CENTER, INC. 3,824,140. DISTRIBUTION TO HAMILTON HEALTH CARE SYSTEM, INC. 981,671. DISTRIBUTION TO ROYAL OAK COMMUNITY, LTD. 150. DISTRIBUTION TO HAMILTON CHILDREN'S INSTITUTE, INC. 30,630. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGES TO TEMPORARILY RESTRICTED NET ASSETS 1,687,872. PART XII, LINE 4B - OTHER ADJUSTMENTS: DISTRIBUTION TO HAMILTON MEDICAL CENTER INC. 3,824,140. DISTRIBUTION TO HAMILTON HEALTH CARE CENTER 981,671. DISTRIBUTION TO ROYAL OAKS COMMUNITY LTD 150. DISTRIBUTION TO HAMILTON CHILDREN'S INSTITUTE 30,630. 1 HAMILTON MEDICAL CENTER INC PO BOX 1168 DALTON GA 30722 581519911 501(C)3 3824140 0 OPERATIONAL SUPPORT HAMILTON CHILDREN'S INSTITUTE PO BOX 1168 DALTON GA 30722 823312912 501(C)3 30630 0 OPERATIONAL SUPPORT HAMILTON HEALTH CARE SYSTEM PO BOX 1168 DALTON GA 30722 581519913 501(C)3 981671 0 OPERATIONAL SUPPORT 3 INDIGENT FUND DISTRIBUTION 14 43327 PART I, LINE 2 WHITFIELD HEALTHCARE FOUNDATION IS A SUPPORTING ORGANIZATION TO HAMILTON MEDICAL CENTER, INC, A 501(C)(3) HEALTHCARE FACILITY. ALL GRANTS ARE PROVIDED FOR THE BENEFIT OF THE SUPPORTED ORGANIZATION TO USE IT IN FULFILLING ITS EXEMPT PURPOSE. 0 1 0 0 0 0 0 0 0 JEFFREY D MYERS PRESIDENT/CEO AND VICE CHAIR 0 955417 0 407381 0 191741 0 65774 0 53505 0 1673818 0 49274 JULIE A SOEKORO CFO/TREASURER 0 402839 0 141073 0 157646 0 28067 0 81430 0 811055 0 11567 DANNY WRIGHT TRUSTEE/VP HMC 0 194702 0 76654 0 80615 0 11457 0 18447 0 381875 0 0 STEVEN P BRIDENSTINE ASSISTANT TREASURER 0 177517 0 17792 0 743 0 0 0 1111 0 197163 0 0 PART I, LINE 4B THE FOLLOWING PERSONS RECEIVED CURRENT YEAR DEFERRED COMPENSATION ACCRUALS FROM NON-QUALIFIED PLANS: - JEFFREY D. MYERS - $49,274 - JULIE A. SOEKORO - $11,567 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 2 BOARD MEMBERS JANE J. BOGGS AND ROBERT K. ESTES, JR. HAVE A FAMILY RELATIONSHIP. BOARD MEMBERS DONNA GREESON AND GREG GREESON HAVE A FAMILY RELATIONSHIP. BOARD MEMBERS ALAN PEEPLES AND RHETT PEEPLES HAVE A FAMILY RELATIONSHIP. BOARD MEMBERS CATHY SNYDER AND SUSAN PATTERSON HAVE A FAMILY RELATIONSHIP. BOARD MEMBERS SCOTT SELLERS AND SUSAN PATTERSON HAVE A FAMILY RELATIONSHIP. BOARD MEMBERS CATHY SNYDER AND CELESTE CRESWELL HAVE A BUSINESS RELATIONSHIP. BOARD MEMBERS CATHY SNYDER AND GREG GREESON HAVE A BUSINESS RELATIONSHIP. 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 EXPENDITURES 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 ESTABLISHED A PROCEDURE FOR IDENTIFYING, REVIEWING, AND ADDRESSING CONFLICTS OF INTEREST. THIS POLICY ALSO REQUIRES EACH TRUSTEE, OFFICER, AND EMPLOYEE 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 UPON REQUEST. FORM 990, PART IX, LINE 11G SALARIES & WAGES: PROGRAM SERVICE EXPENSES 473,033. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 473,033. OTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 157,682. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 157,682. FORM 990, PART XI, LINE 9: CHANGE IN TEMPORARILY RESTRICTED NET ASSETS -1,687,872. 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 ELDERLY 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 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 DALTON-WHITFIELD ADDITIONAL TRUST PO BOX 1168 DALTON GA 30722 586345013 FUNDS FOR INDIGENT CARE GA 501(C)(3) LINE 12C, III-FI N/A 0 DALTON-WHITFIELD INDIGENT CARE TRUST PO BOX 1168 DALTON GA 30722 586345011 FUNDS FOR INDIGENT CARE GA 501(C)(3) LINE 12C, III-FI N/A 0 HAMILTON ORTHOPEDIC SURGERY CENTER 1104 PROFESSIONAL BLVD DALTON GA 30722 873430438 ORTHOPEDIC SURGERY CENTER GA 501(C)(3) LINE 10 HAMILTON HEALTH CARE SYSTEM INC 0 HAMILTON CHILDREN'S INSTITUTE PO BOX 1168 DALTON GA 30722 823312912 PEDIATRIC DEVELOPMENTAL/BEHAVIORAL HEALTH TREATMENT GA 501(C)(3) LINE 10 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1