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Nonprofiteer
← HAMILTON HEALTH CARE SYSTEM INC

Form 990 for tax year 2024

Filed by HAMILTON HEALTH CARE SYSTEM INC.

Totals

Total revenue
$27,978,577
Total expenses
$28,960,844
Contributions and grants received
$1,120,580
Grants paid
$0
Program service revenue
$19,363,618
Investment income
$6,407,027
Other revenue
$1,087,352
Total assets, end of year
$128,203,327
Total liabilities, end of year
$28,255,353
Net assets or fund balances, end of year
$99,947,974
Program services expenses (Part IX)
$28,479,050
Management and general expenses
$481,794
Fundraising expenses
$0
Program service expenses (Part III)
$28,479,050

Program services were 98.3% 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

    $1,120,580

  • 2a · Program service revenue: MANAGEMENT FEES

    total $19,363,618 · related or exempt $19,363,618

  • 3 · Investment income

    total $2,048,857 · excluded $2,048,857

  • 7a · Gross sales of assets other than inventory

    securities $68,155,129

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

    securities $63,796,959

  • 7c · Gain or loss

    securities $4,358,170

  • 7d · Net gain or loss

    total $4,358,170 · excluded $4,358,170

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $1,087,352 · excluded $1,087,352

  • 11e · Other revenue, total

    $1,087,352

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $13,265,729 · program services $13,265,729

  • 8 · Pension plan contributions

    total $393,536 · program services $393,536

  • 9 · Other employee benefits

    total $5,372,167 · program services $5,372,167

  • 10 · Payroll taxes

    total $767,355 · program services $767,355

  • 11a · Fees: management

    total $225,000 · management and general $225,000

  • 11b · Fees: legal

    total $585,695 · program services $585,695

  • 11c · Fees: accounting

    total $170,208 · program services $170,208

  • 11d · Fees: lobbying

    total $24,348 · management and general $24,348

  • 11f · Fees: investment management

    total $232,446 · management and general $232,446

  • 11g · Fees: other

    total $3,659,895 · program services $3,659,895

  • 12 · Advertising and promotion

    total $1,171,723 · program services $1,171,723

  • 13 · Office expenses

    total $1,792,066 · program services $1,792,066

  • 17 · Travel

    total $151,671 · program services $151,671

  • 22 · Depreciation, depletion and amortization

    total $964,226 · program services $964,226

  • 23 · Insurance

    total $35,014 · program services $35,014

  • 24a · Other expenses: MISCELLANEOUS

    total $149,765 · program services $149,765

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,109,308 · end of year $11,017,683

  • 2 · Savings and temporary cash investments

    beginning of year $2,787,102 · end of year $806,112

  • 4 · Accounts receivable

    beginning of year $4,252,067 · end of year $10,032,776

  • 7 · Other notes and loans receivable

    beginning of year $9,500,000 · end of year $10,162,552

  • 9 · Prepaid expenses and deferred charges

    beginning of year $139,363 · end of year $357,383

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

    $42,795,387

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

    $6,865,144

  • 10c · Land, buildings and equipment, net

    beginning of year $20,276,840 · end of year $35,930,243

  • 11 · Investments: publicly traded securities

    beginning of year $67,657,694 · end of year $54,170,188

  • 12 · Investments: other securities

    beginning of year $6,256,741 · end of year $4,409,568

  • 15 · Other assets

    beginning of year $208,372 · end of year $1,316,822

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,510,854 · end of year $24,490,968

  • 25 · Other liabilities

    beginning of year $3,230,037 · end of year $3,764,385

  • 27 · Net assets without donor restrictions

    beginning of year $107,446,596 · end of year $99,947,974

Mission and programs · 2024

Mission

WE PROVIDE LEADERSHIP, PARTNERSHIPS AND SEAMLESS RESOURCE COORDINATION TO MEET HEALTH CARE NEEDS THAT ADVANCE THE QUALITY AND DIGNITY OF LIFE.

Activities or mission (Part I)

TO PROVIDE SUPPORT FOR AFFILIATED TAX-EXEMPT ORGANIZATIONS.

  • PROVIDE SUPPORT FOR AFFILIATED TAX-EXEMPT ORGANIZATIONS LISTED IN SCHEDULE A, PART I.

    Expenses $28,479,050 · Revenue $19,363,618

As filed on the 2024 return.

Listed in Part VII

  • G Lamar Lyle

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Don W Adcock

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Robert M Chandler

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Charles N Dobbins Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Robert K Estes Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • J David Gregg

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael C Hartley MD

    TRUSTEE

    Total calculated
    $805,744
    From this org
    $0
    From related orgs
    $761,844
    Other
    $43,900
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $474,291 related
    Bonus
    $0 + $232,067 related
    Other
    $0 + $55,486 related
    Deferred
    $0 + $43,292 related
    Nontaxable benefits
    $0 + $608 related
    Filer's total
    $0 + $805,744 related

  • Eric E Jensen MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bryan E McAllister

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Gary A Middleton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey D Myers

    PRESIDENT/CEO

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

    Schedule J breakdown matched by us

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

  • John P Neal III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Henry C Tharpe Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Julie A Soekoro

    VICE PRESIDENT/ASSISTANT TREASURER

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

    Schedule J breakdown matched by us

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

  • Randall F Foster

    ASSISTANT TREASURER

    Total calculated
    $409,449
    From this org
    $394,556
    From related orgs
    $0
    Other
    $14,893
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $244,051
    Bonus
    $90,760
    Other
    $59,745
    Deferred
    $13,006
    Nontaxable benefits
    $1,887
    Filer's total
    $409,449

  • Sandra D McKenzie

    PRESIDENT OF OPERATIONS

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

    Schedule J breakdown matched by us

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

  • Valerie Brantley

    VICE PRESIDENT

    Total calculated
    $849,617
    From this org
    $791,656
    From related orgs
    $0
    Other
    $57,961
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $450,983
    Bonus
    $185,532
    Other
    $155,141
    Deferred
    $28,180
    Nontaxable benefits
    $29,781
    Filer's total
    $849,617

  • John Forrester

    VICE PRESIDENT/CIO

    Total calculated
    $517,687
    From this org
    $490,091
    From related orgs
    $0
    Other
    $27,596
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,957
    Bonus
    $119,669
    Other
    $120,465
    Deferred
    $16,885
    Nontaxable benefits
    $10,711
    Filer's total
    $517,687

  • Tyler S Kendall

    VICE PRESIDENT

    Total calculated
    $171,446
    From this org
    $160,561
    From related orgs
    $0
    Other
    $10,885
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,901
    Bonus
    $0
    Other
    $38,660
    Deferred
    $5,597
    Nontaxable benefits
    $5,288
    Filer's total
    $171,446

  • Lisa Lovelace

    VICE PRESIDENT

    Total calculated
    $1,031,638
    From this org
    $757,399
    From related orgs
    $215,613
    Other
    $58,626
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $363,351 + $132,118 related
    Bonus
    $282,938
    Other
    $111,110 + $83,495 related
    Deferred
    $18,980 + $5,288 related
    Nontaxable benefits
    $32,983 + $1,375 related
    Filer's total
    $809,362 + $222,276 related

  • Kristine Godfrey

    VICE PRESIDENT

    Total calculated
    $404,227
    From this org
    $365,052
    From related orgs
    $0
    Other
    $39,175
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    $245,248
    Bonus
    $113,557
    Other
    $6,247
    Deferred
    $2,347
    Nontaxable benefits
    $36,828
    Filer's total
    $404,227

  • Todd Harrison

    EXEC, DIR, GOV'T & COMMUNITY AFFAIRS

    Total calculated
    $253,325
    From this org
    $237,708
    From related orgs
    $0
    Other
    $15,617
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $139,147
    Bonus
    $20,563
    Other
    $77,998
    Deferred
    $10,037
    Nontaxable benefits
    $5,580
    Filer's total
    $253,325

  • Kim Reynolds

    MARKETING

    Total calculated
    $308,721
    From this org
    $294,675
    From related orgs
    $0
    Other
    $14,046
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,219
    Bonus
    $75,680
    Other
    $23,776
    Deferred
    $12,120
    Nontaxable benefits
    $1,926
    Filer's total
    $308,721

  • Catherine McKenzie

    EXECUTIVE DIRECTOR PLANNING AND REIMBURSEMENT

    Total calculated
    $221,462
    From this org
    $211,898
    From related orgs
    $0
    Other
    $9,564
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,480
    Bonus
    $9,419
    Other
    $30,999
    Deferred
    $8,811
    Nontaxable benefits
    $753
    Filer's total
    $221,462

  • Darren Fowler

    EXECUTIVE DIRECTOR IT

    Total calculated
    $234,530
    From this org
    $230,679
    From related orgs
    $0
    Other
    $3,851
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,067
    Bonus
    $32,676
    Other
    $2,936
    Deferred
    $2,576
    Nontaxable benefits
    $1,275
    Filer's total
    $234,530

  • Alana Sullivan

    DIRECTOR CORPORATE COMPLIANCE

    Total calculated
    $249,525
    From this org
    $237,951
    From related orgs
    $0
    Other
    $11,574
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,718
    Bonus
    $24,825
    Other
    $26,408
    Deferred
    $11,574
    Nontaxable benefits
    $0
    Filer's total
    $249,525

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

  • 1a · Travel for companions
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Approval by the board or compensation committee
  • 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 1A
THE PERSONAL USE PORTION OF BOTH SPOUSAL TRAVEL AND SOCIAL CLUB DUES ARE INCLUDED IN THE RECIPIENTS TAXABLE WAGES.
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 - LISA LOVELACE - $6,576 - JOHN FORRESTER - $4,105 - VALERIE BRANTLEY - $3,597 - MICHAEL C. HARTLEY, M.D. - $26,042

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.

  • DALTON SENIOR HOUSING INC

    501(C)(3) · LOW-INCOME HOUSING · GA · controlled entity

    Directly controlled by HAMILTON HEALTH CARE SYSTEM INC

  • HAMILTON AMBULATORY SURGERY CENTER INC

    501(C)(3) · SURGICAL SERVICES · GA · controlled entity

    Directly controlled by HAMILTON MEDICAL CENTER INC

  • HAMILTON EMERGENCY MEDICAL SERVICES INC

    501(C)(3) · EMERGENCY MEDICAL · GA · controlled entity

    Directly controlled by HAMILTON HEALTH CARE SYSTEM INC

  • HAMILTON MEDICAL CENTER INC

    501(C)(3) · HEALTHCARE · GA · controlled entity

    Directly controlled by HAMILTON HEALTH CARE SYSTEM INC

  • HAMILTON PHYSICIAN GROUP INC

    501(C)(3) · PHYSICIAN PRACTICE · GA · controlled entity

    Directly controlled by HAMILTON MEDICAL CENTER INC

  • HLTC INC

    501(C)(3) · LONG TERM ELDERLY CARE · GA · controlled entity

    Directly controlled by HAMILTON HEALTH CARE SYSTEM INC

  • ROYAL OAK COMMUNITY LTD

    501(C)(3) · SENIOR LIVING SERVICES · GA · controlled entity

    Directly controlled by HAMILTON HEALTH CARE SYSTEM INC

  • WHITFIELD PLACE INC

    501(C)(3) · LOW-INCOME HOUSING · GA · controlled entity

    Directly controlled by HAMILTON HEALTH CARE SYSTEM INC

  • DALTON-WHITFIELD COUNTY HOSPITAL LIABILITY TRUST

    501(C)(3) · LIABILITY CLAIMS COVERAGE · GA · controlled entity

    Directly controlled by HAMILTON HEALTH CARE SYSTEM INC

  • WHITFIELD HEALTHCARE FOUNDATION INC

    501(C)(3) · FUNDS FOR HEALTHCARE · GA · controlled entity

    Directly controlled by HAMILTON HEALTH CARE SYSTEM INC

  • HAMILTON CHILDREN'S INSTITUTE

    501(C)(3) · PEDIATRIC DEVELOPMENTAL/BEHAVIORAL HEALTH TREATMENT · GA · controlled entity

    Directly controlled by HAMILTON HEALTH CARE SYSTEM INC

  • HAMILTON ORTHOPEDIC SURGERY CENTER

    501(C)(3) · ORTHOPEDIC SURGERY CENTER · GA · controlled entity

    Directly controlled by HAMILTON HEALTH CARE SYSTEM INC

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
202612309349301681

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