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Nonprofiteer
← WHITFIELD PLACE INC

Form 990 for tax year 2024

Filed by WHITFIELD PLACE INC.

Totals

Total revenue
$287,535
Total expenses
$394,843
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$277,429
Investment income
$0
Other revenue
$10,106
Total assets, end of year
$1,156,469
Total liabilities, end of year
$1,131,395
Net assets or fund balances, end of year
$25,074
Program services expenses (Part IX)
$321,477
Management and general expenses
$73,366
Fundraising expenses
$0
Program service expenses (Part III)
$321,477

Program services were 81.4% 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.

  • 2a · Program service revenue: RENTAL INCOME

    total $277,429 · related or exempt $277,429

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $10,106 · related or exempt $10,106

  • 11e · Other revenue, total

    $10,106

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $65,366 · management and general $65,366

  • 11c · Fees: accounting

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

  • 11g · Fees: other

    total $164,868 · program services $164,868

  • 13 · Office expenses

    total $38,005 · program services $38,005

  • 16 · Occupancy

    total $23,315 · program services $23,315

  • 17 · Travel

    total $265 · program services $265

  • 22 · Depreciation, depletion and amortization

    total $77,022 · program services $77,022

  • 23 · Insurance

    total $10,430 · program services $10,430

  • 24a · Other expenses: PROGRAM SERVICES

    total $7,572 · program services $7,572

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $19,253 · end of year $11,424

  • 2 · Savings and temporary cash investments

    beginning of year $259,425 · end of year $260,078

  • 9 · Prepaid expenses and deferred charges

    beginning of year $20,089 · end of year $26,954

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

    $2,929,874

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

    $2,071,861

  • 10c · Land, buildings and equipment, net

    beginning of year $884,934 · end of year $858,013

  • 17 · Accounts payable and accrued expenses

    beginning of year $377,264 · end of year $456,833

  • 19 · Deferred revenue

    beginning of year $710,670 · end of year $651,357

  • 25 · Other liabilities

    beginning of year $22,715 · end of year $23,205

  • 27 · Net assets without donor restrictions

    beginning of year $73,052 · end of year $25,074

Mission and programs · 2024

Mission

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.

Activities or mission (Part I)

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.

  • 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.

    Expenses $321,477 · Revenue $287,535

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

  • Julie A Soekoro

    VP/CFO/SECRETARY 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

  • J David Gregg

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Oliver F Cobb

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rev Suzanne W Hooie

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Robert B Hubbs

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Hannah C Jones

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Doug Peeples

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Julie L Tharpe

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • 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

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 - 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

  • HMC HOLDINGS INC

    C · TITLE HOLDING · GA

Provenance

Return type
form_990
Tax year
2024
Filed
17 August 2026
IRS schema version
2024v5.5
Source object
202612309349301121

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