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Nonprofiteer
← ROYAL OAK COMMUNITY LTD

Form 990 for tax year 2024

Filed by ROYAL OAK COMMUNITY LTD.

Totals

Total revenue
$4,768,345
Total expenses
$4,713,031
Contributions and grants received
$825
Grants paid
$0
Program service revenue
$4,067,519
Investment income
$615,160
Other revenue
$84,841
Total assets, end of year
$9,775,340
Total liabilities, end of year
$8,348,508
Net assets or fund balances, end of year
$1,426,832
Program services expenses (Part IX)
$4,435,797
Management and general expenses
$277,234
Fundraising expenses
$0
Program service expenses (Part III)
$4,435,797

Program services were 94.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $825

  • 2a · Program service revenue: RESIDENT MONTHLY FEES

    total $3,916,119 · related or exempt $3,916,119

  • 2b · Program service revenue: ADMISSION FEES

    total $151,400 · related or exempt $151,400

  • 3 · Investment income

    total $112,583 · excluded $112,583

  • 7a · Gross sales of assets other than inventory

    securities $6,685,550

  • 7b · Less cost or other basis and sales expenses

    securities $6,182,973

  • 7c · Gain or loss

    securities $502,577

  • 7d · Net gain or loss

    total $502,577 · excluded $502,577

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $84,841 · related or exempt $84,841

  • 11e · Other revenue, total

    $84,841

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $2,021,573 · program services $2,021,573

  • 8 · Pension plan contributions

    total $64,954 · program services $64,954

  • 9 · Other employee benefits

    total $436,436 · program services $436,436

  • 10 · Payroll taxes

    total $147,324 · program services $147,324

  • 11a · Fees: management

    total $252,000 · management and general $252,000

  • 11c · Fees: accounting

    total $8,000 · management and general $8,000

  • 11f · Fees: investment management

    total $17,234 · management and general $17,234

  • 11g · Fees: other

    total $297,693 · program services $297,693

  • 12 · Advertising and promotion

    total $4,450 · program services $4,450

  • 13 · Office expenses

    total $821,350 · program services $821,350

  • 16 · Occupancy

    total $197,506 · program services $197,506

  • 17 · Travel

    total $2,096 · program services $2,096

  • 20 · Interest

    total $148,500 · program services $148,500

  • 22 · Depreciation, depletion and amortization

    total $234,551 · program services $234,551

  • 23 · Insurance

    total $57,218 · program services $57,218

  • 24a · Other expenses: MISCELLANEOUS EXPENSES

    total $2,146 · program services $2,146

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $358,410 · end of year $205,261

  • 2 · Savings and temporary cash investments

    beginning of year $266,055 · end of year $91,532

  • 9 · Prepaid expenses and deferred charges

    beginning of year $32,842 · end of year $65,350

  • 10a · Land, buildings and equipment: cost or other basis

    $15,030,674

  • 10b · Land, buildings and equipment: accumulated depreciation

    $12,466,207

  • 10c · Land, buildings and equipment, net

    beginning of year $2,629,310 · end of year $2,564,467

  • 11 · Investments: publicly traded securities

    beginning of year $5,369,346 · end of year $6,059,261

  • 12 · Investments: other securities

    beginning of year $821,084 · end of year $789,469

  • 17 · Accounts payable and accrued expenses

    beginning of year $491,282 · end of year $1,043,047

  • 20 · Tax-exempt bond liabilities

    beginning of year $2,970,000 · end of year $2,970,000

  • 25 · Other liabilities

    beginning of year $4,840,360 · end of year $4,335,461

  • 27 · Net assets without donor restrictions

    beginning of year $1,175,405 · end of year $1,426,832

Mission and programs · 2024

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.

Activities or mission (Part I)

THE PRIMARY MISSION OF ROYAL OAK IS TO PROVIDE A COMFORTABLE AND SECURE RESIDENTIAL LIFESTYLE TO RESIDENTS WITHIN A CARING ENVIRONMENT, WHICH OFFERS AN ATTRACTIVE ARRAY OF PERSONAL SERVICES.

  • 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

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jeffrey D Myers

    PRESIDENT/CEO AND VICE CHAIR

    Total calculated
    $2,944,136
    From this org
    $0
    From related orgs
    $2,822,417
    Other
    $121,719
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,612,808 related
    Bonus
    $0 + $748,869 related
    Other
    $0 + $460,740 related
    Deferred
    $0 + $80,371 related
    Nontaxable benefits
    $0 + $41,348 related
    Filer's total
    $0 + $2,944,136 related

  • Sandra D McKenzie

    TRUSTEE

    Total calculated
    $1,639,506
    From this org
    $0
    From related orgs
    $1,385,386
    Other
    $254,120
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $883,427 related
    Bonus
    $0 + $428,355 related
    Other
    $0 + $73,604 related
    Deferred
    $0 + $225,479 related
    Nontaxable benefits
    $0 + $28,641 related
    Filer's total
    $0 + $1,639,506 related

  • G Lamar Lyle

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • William L McDaniel Jr MD

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Don W Adcock

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Laura J Allgood

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Oliver F Cobb

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Robert K Estes Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Zabdiel Mendez

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • W Scott Sellers

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Larry E Winter

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Julie A Soekoro

    ASSISTANT TREASURER

    Total calculated
    $1,068,317
    From this org
    $0
    From related orgs
    $951,442
    Other
    $116,875
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $534,038 related
    Bonus
    $0 + $230,000 related
    Other
    $0 + $187,404 related
    Deferred
    $0 + $34,589 related
    Nontaxable benefits
    $0 + $82,286 related
    Filer's total
    $0 + $1,068,317 related

  • Steven P Bridenstine

    ASSISTANT TREASURER

    Total calculated
    $221,452
    From this org
    $0
    From related orgs
    $217,002
    Other
    $4,450
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,897 related
    Bonus
    $0 + $22,910 related
    Other
    $0 + $5,195 related
    Deferred
    $0 + $4,450 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $221,452 related

  • Joshua Rochester

    EXECUTIVE DIRECTOR

    Total calculated
    $136,253
    From this org
    $134,913
    From related orgs
    $0
    Other
    $1,340
    Hours/week
    40

  • Toni Thompson

    COUNSELOR

    Total calculated
    $127,559
    From this org
    $121,273
    From related orgs
    $0
    Other
    $6,286
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
THE FOLLOWING PERSONS RECEIVED CURRENT YEAR DEFERRED COMPENSATION ACCRUALS FROM NON-QUALIFIED PLANS: - JEFFREY D. MYERS - $63,121 - SANDRA D. MCKENZIE - $208,229 - JULIE A. SOEKORO - $17,339

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • HAMILTON ORTHOPEDIC SURGERY CENTER

    ORTHOPEDIC SURGERY CENTER · GA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • HAMILTON HEALTH FIRST INC

    C · PREFERRED PROVIDER ORGANIZATION · GA

  • HAMILTON HOLDINGS INC

    C · TITLE HOLDINGS · GA

Provenance

Return type
form_990
Tax year
2024
Filed
17 August 2026
IRS schema version
2024v5.5
Source object
202642309349301424

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