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Nonprofiteer
← DALTON SENIOR HOUSING INC

Form 990 for tax year 2022

Filed by DALTON SENIOR HOUSING INC.

Totals

Total revenue
$404,334
Total expenses
$356,778
Contributions and grants received
$2,500
Grants paid
$0
Program service revenue
$392,454
Investment income
$901
Other revenue
$8,479
Total assets, end of year
$527,596
Total liabilities, end of year
$1,062,477
Net assets or fund balances, end of year
-$534,881
Program services expenses (Part IX)
$280,702
Management and general expenses
$76,076
Fundraising expenses
$0
Program service expenses (Part III)
$280,702

Program services were 78.7% 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.

  • 1f · All other contributions, gifts and grants

    $2,500

  • 2a · Program service revenue: RENTAL INCOME

    total $392,454 · related or exempt $392,454

  • 3 · Investment income

    total $901 · excluded $901

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $8,479 · related or exempt $8,479

  • 11e · Other revenue, total

    $8,479

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $61,721 · management and general $61,721

  • 11c · Fees: accounting

    total $14,355 · management and general $14,355

  • 11g · Fees: other

    total $137,525 · program services $137,525

  • 13 · Office expenses

    total $40,516 · program services $40,516

  • 16 · Occupancy

    total $14,916 · program services $14,916

  • 17 · Travel

    total $1,182 · program services $1,182

  • 20 · Interest

    total $45,516 · program services $45,516

  • 22 · Depreciation, depletion and amortization

    total $33,891 · program services $33,891

  • 23 · Insurance

    total $5,833 · program services $5,833

  • 24a · Other expenses: PROGRAM SERVICES

    total $1,323 · program services $1,323

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $16,693 · end of year $29,788

  • 2 · Savings and temporary cash investments

    beginning of year $248,882 · end of year $258,882

  • 9 · Prepaid expenses and deferred charges

    beginning of year $26,419 · end of year $14,221

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

    $2,062,709

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

    $1,838,004

  • 10c · Land, buildings and equipment, net

    beginning of year $163,553 · end of year $224,705

  • 17 · Accounts payable and accrued expenses

    beginning of year $117,984 · end of year $175,988

  • 23 · Secured mortgages and notes payable

    beginning of year $908,079 · end of year $873,784

  • 25 · Other liabilities

    beginning of year $11,951 · end of year $12,705

  • 27 · Net assets without donor restrictions

    beginning of year -$582,467 · end of year -$534,881

Mission and programs · 2022

Mission

AS AN AFFILIATE OF HAMILTON HEALTH CARE SYSTEM, DALTON SENIOR HOUSING, 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 DALTON SENIOR HOUSING 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 INLCUDE: OLDER AMERICANS MONTH IS CELEBRATED EACH MAY, HOLIDAYS ARE CELEBRATED INCLUDING NEW YEAR'S EVE SERVICE, VALENTNE'S DAY, ST. PATRICK'S DAY, EASTER, MOTHER'S AND FATHER'S DAYS, AND CHRISTMAS.

  • THE GOAL OF DALTON SENIOR HOUSING IS TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY AS WELL AS TO OFFER THEM OPPORTUNITIES TO PARTICIPATE IN SOCIAL AND CULTURAL ACTIVITIES. DALTON SENIOR HOUSING HAS 40 UNITS AVAILABLE FOR OCCUPANCY, PROVIDING HOUSING FOR 40 RESIDENTS. ACTIVITIES AVAILABLE FOR RESIDENT PARTICIPATION INCLUDE MONTHLY RESIDENT MEETINGS, MONTHLY BIRTHDAY PARTIES FOR RESIDENTS, CHRISTMAS AND THANKSGIVING PROGRAMS, CELEBRATION OF OLDER AMERICANS MONTH EACH MAY, CANDLELIGHT CHRISTMAS INCLUDING SINGING OF CAROLS AND SHARING OF MEMORIES, MOTHER'S DAY BANQUET, FATHER'S DAY BREAKFAST, WEEKLY BINGO GAMES AND MANY OTHERS.

    Expenses $280,702 · Revenue $400,933

As filed on the 2022 return.

Listed in Part VII

  • Jeffrey D Myers

    PRESIDENT/CEO/VICE CHAIR

    Total calculated
    $1,744,196
    From this org
    $0
    From related orgs
    $1,609,084
    Other
    $135,112
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $955,987 related
    Bonus
    $0 + $479,272 related
    Other
    $0 + $173,825 related
    Deferred
    $0 + $59,300 related
    Nontaxable benefits
    $0 + $75,812 related
    Filer's total
    $0 + $1,744,196 related

  • Julie A Soekoro

    VP/CFO/SECRETARY/TREASURER

    Total calculated
    $834,379
    From this org
    $0
    From related orgs
    $721,943
    Other
    $112,436
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $391,721 related
    Bonus
    $0 + $188,023 related
    Other
    $0 + $142,199 related
    Deferred
    $0 + $31,097 related
    Nontaxable benefits
    $0 + $81,339 related
    Filer's total
    $0 + $834,379 related

  • Steven P Bridenstine

    ASSISTANT TREASURER

    Total calculated
    $193,048
    From this org
    $0
    From related orgs
    $190,514
    Other
    $2,534
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $168,585 related
    Bonus
    $0 + $21,040 related
    Other
    $0 + $889 related
    Deferred
    $0 + $123 related
    Nontaxable benefits
    $0 + $2,411 related
    Filer's total
    $0 + $193,048 related

  • J David Gregg

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Oliver F Cobb

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Starr R Hanson

    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

  • Julie L Tharpe

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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 - $44,050 - JULIE A. SOEKORO - $15,593 THE FOLLOWING PERSON RECEIVED CURRENT YEAR DEFERRED COMPENSATION ACCRUALS FROM NON-QUALIFIED SERP PLANS: - JEFFREY D. MYERS - $405,000

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 HOLDINGS · GA

Provenance

Return type
form_990
Tax year
2022
Filed
14 August 2024
IRS schema version
2022v5.0
Source object
202422279349301812

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