Form 990 for tax year 2022
Filed by WHITFIELD HEALTHCARE FOUNDATION INC.
Totals
- Total revenue
- $4,747,042
- Total expenses
- $3,172,115
- Contributions and grants received
- $2,046,068
- Grants paid
- $2,084,232
- Program service revenue
- $0
- Investment income
- $2,575,259
- Other revenue
- $125,715
- Total assets, end of year
- $75,443,252
- Total liabilities, end of year
- $1,279,037
- Net assets or fund balances, end of year
- $74,164,215
- Program services expenses (Part IX)
- $2,624,901
- Management and general expenses
- $522,280
- Fundraising expenses
- $24,934
- Program service expenses (Part III)
- $2,624,901
Program services were 82.7% 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
$2,046,068
-
3 · Investment income
total $1,778,588 · excluded $1,778,588
-
7a · Gross sales of assets other than inventory
securities $36,554,037
-
7b · Less cost or other basis and sales expenses
securities $35,757,366
-
7c · Gain or loss
securities $796,671
-
7d · Net gain or loss
total $796,671 · excluded $796,671
-
11a · Other revenue: TRUSTEE FEES
total $125,715 · excluded $125,715
-
11e · Other revenue, total
$125,715
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,036,165 · program services $2,036,165
-
2 · Grants to domestic individuals
total $48,067 · program services $48,067
-
11a · Fees: management
total $129,000 · management and general $129,000
-
11b · Fees: legal
total $452 · management and general $452
-
11c · Fees: accounting
total $14,973 · management and general $14,973
-
11f · Fees: investment management
total $204,487 · management and general $204,487
-
11g · Fees: other
total $601,915 · program services $465,525 · management and general $136,390
-
12 · Advertising and promotion
total $24,858 · program services $24,858
-
13 · Office expenses
total $17,170 · program services $17,170
-
23 · Insurance
total $5,427 · program services $5,427
-
24a · Other expenses: MISCELLANEOUS
total $64,667 · program services $27,689 · management and general $36,978
-
24b · Other expenses: DONOR/VOLUNTEER RECOGNI
total $24,934 · fundraising $24,934
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $336,917 · end of year $1,793,051
-
2 · Savings and temporary cash investments
beginning of year $2,179,793 · end of year $2,835,052
-
3 · Pledges and grants receivable
beginning of year $4,850,424 · end of year $4,514,788
-
4 · Accounts receivable
beginning of year $85,408 · end of year $67,305
-
9 · Prepaid expenses and deferred charges
beginning of year $2,898 · end of year $2,528
-
10a · Land, buildings and equipment: cost or other basis
$1,097,540
-
10c · Land, buildings and equipment, net
beginning of year $1,097,540 · end of year $1,097,540
-
11 · Investments: publicly traded securities
beginning of year $56,044,424 · end of year $59,377,382
-
12 · Investments: other securities
beginning of year $6,313,336 · end of year $5,755,606
-
17 · Accounts payable and accrued expenses
beginning of year $257,679 · end of year $1,090,479
-
25 · Other liabilities
beginning of year $249,789 · end of year $188,558
-
27 · Net assets without donor restrictions
beginning of year $64,431,374 · end of year $68,182,191
-
28 · Net assets with donor restrictions
beginning of year $5,971,898 · end of year $5,982,024
Mission and programs · 2022
Mission
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.
Activities or mission (Part I)
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.
-
OPERATION OF THE FOUNDATION WHICH DISTRIBUTES FUNDS TO PROVIDE HEALTHCARE SERVICES.
Expenses $2,624,901 · Grants $2,036,165
-
DISTRIBUTION OF FUNDS TO PROVIDE HEALTHCARE SERVICES TO INDIGENT PATIENTS.
Grants $48,067
-
SPEEDY RECOVERY-FUNDRAISING PROGRAM TO RECOGNIZE AND HONOR INDIVIDUALS HOSPITALIZED AT HAMILTON MEDICAL CENTER, INC.
As filed on the 2022 return.
Listed in Part VII
-
Jeffrey D MyersJEFFREY 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 SoekoroJULIE A SOEKORO
CFO/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
-
Danny WrightDANNY WRIGHT
TRUSTEE/VP HMC
- Total calculated
- $372,304
- From this org
- $0
- From related orgs
- $343,390
- Other
- $28,914
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $194,141 related
- Bonus
- $0 + $80,170 related
- Other
- $0 + $69,079 related
- Deferred
- $0 + $10,426 related
- Nontaxable benefits
- $0 + $18,488 related
- Filer's total
- $0 + $372,304 related
-
Steven P BridenstineSTEVEN 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
-
Jane M SnipesJANE M SNIPES
EXECUTIVE DIRECTOR
- Total calculated
- $140,543
- From this org
- $130,185
- From related orgs
- $0
- Other
- $10,358
- Hours/week
- 40
-
W Scott SellersW SCOTT SELLERS
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Andrew BarkleyANDREW BARKLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Cheryl BaucomCHERYL BAUCOM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jane J BoggsJANE J BOGGS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ann BryantANN BRYANT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jana CanslerJANA CANSLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lizzy CapertonLIZZY CAPERTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Roger D CheekROGER D CHEEK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Brandon CombsBRANDON COMBS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David CookDAVID COOK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Celeste CreswellCELESTE CRESWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tom DicksonTOM DICKSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Charles N Dobbins JrCHARLES N DOBBINS JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Julian DosscheJULIAN DOSSCHE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert K Estes JrROBERT K ESTES JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tyler GayTYLER GAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Amy GrammerAMY GRAMMER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Donna GreesonDONNA GREESON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Greg GreesonGREG GREESON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
J David GreggJ DAVID GREGG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
R Mark GriffinR MARK GRIFFIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert L HardawayROBERT L HARDAWAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gwen HardenGWEN HARDEN
DIRECTOR OF ANNUAL AND ASSOCIATE SUPPORT
- Total calculated
- $0
- Hours/week
- 40
-
Tammy HerndonTAMMY HERNDON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kelly M JonesKELLY M JONES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Amy KinardAMY KINARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Greg KinnamonGREG KINNAMON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Brenda KnowlesBRENDA KNOWLES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Alana LangfordALANA LANGFORD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Zac LongZAC LONG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Liz MartinezLIZ MARTINEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Bryan E McAllisterBRYAN E MCALLISTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Judy McCamyJUDY MCCAMY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John T Minor IVJOHN T MINOR IV
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rick MyersRICK MYERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John P Neal IIIJOHN P NEAL III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Susan PattersonSUSAN PATTERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sara PenningtonSARA PENNINGTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
William D Pridgen JrWILLIAM D PRIDGEN JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kevin SandersKEVIN SANDERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Peter R SigmonPETER R SIGMON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert H Smalley IIIROBERT H SMALLEY III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Cathy S SynderCATHY S SYNDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Harrison StaffordHARRISON STAFFORD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jane P StanfieldJANE P STANFIELD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Melanie SuggsMELANIE SUGGS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gina SwansonGINA SWANSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Henry C Tharpe JrHENRY C THARPE JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jerry T Watkins JrJERRY T WATKINS JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Larry WinterLARRY WINTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Chris W YarbroughCHRIS W YARBROUGH
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 PERSONS 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
-
$1,875,885
OPERATIONAL SUPPORT
-
$112,500
OPERATIONAL SUPPORT
-
$47,480
OPERATIONAL SUPPORT
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.
-
HAMILTON HEALTH CARE SYSTEM INC
501(C)(3) · SUPPORT RELATED ENTITIES · GA
-
501(C)(3) · LOW-INCOME HOUSING · GA
Directly controlled by HAMILTON HEALTH CARE SYSTEM INC
-
HAMILTON AMBULATORY SURGERY CENTER INC
501(C)(3) · SURGICAL SERVICES · GA
Directly controlled by HAMILTON MEDICAL CENTER INC
-
HAMILTON EMERGENCY MEDICAL SERVICES INC
501(C)(3) · EMERGENCY MEDICAL · GA
Directly controlled by HAMILTON HEALTH CARE SYSTEM INC
-
501(C)(3) · HEALTHCARE · GA
Directly controlled by HAMILTON HEALTH CARE SYSTEM INC
-
501(C)(3) · PHYSICIAN PRACTICE · GA
Directly controlled by HAMILTON MEDICAL CENTER INC
-
501(C)(3) · LONG TERM ELDERLY CARE · GA
Directly controlled by HAMILTON HEALTH CARE SYSTEM INC
-
501(C)(3) · SENIOR LIVING SERVICES · GA
Directly controlled by HAMILTON HEALTH CARE SYSTEM INC
-
501(C)(3) · LOW-INCOME HOUSING · GA
Directly controlled by HAMILTON HEALTH CARE SYSTEM INC
-
DALTON-WHITFIELD COUNTY HOSPITAL LIABILITY TRUST
501(C)(3) · LIABILITY CLAIMS COVERAGE · GA
Directly controlled by HAMILTON HEALTH CARE SYSTEM INC
-
DALTON-WHITFIELD ADDITIONAL TRUST
501(C)(3) · FUNDS FOR INDIGENT CARE · GA
-
DALTON-WHITFIELD INDIGENT CARE TRUST
501(C)(3) · FUNDS FOR INDIGENT CARE · GA
-
HAMILTON ORTHOPEDIC SURGERY CENTER
501(C)(3) · ORTHOPEDIC SURGERY CENTER · GA
Directly controlled by HAMILTON HEALTH CARE SYSTEM INC
-
501(C)(3) · PEDIATRIC DEVELOPMENTAL/BEHAVIORAL HEALTH TREATMENT · GA
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
- 2022
- Filed
- 14 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202442279349302174
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