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Nonprofiteer
← ROYAL OAK COMMUNITY LTD

Form 990 for tax year 2023

Filed by ROYAL OAK COMMUNITY LTD.

Totals

Total revenue
$4,038,615
Total expenses
$4,407,751
Contributions and grants received
$150
Grants paid
$0
Program service revenue
$3,591,864
Investment income
$328,377
Other revenue
$118,224
Total assets, end of year
$9,477,047
Total liabilities, end of year
$8,301,642
Net assets or fund balances, end of year
$1,175,405
Program services expenses (Part IX)
$4,167,786
Management and general expenses
$239,965
Fundraising expenses
$0
Program service expenses (Part III)
$4,167,786

Program services were 94.6% 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

    $150

  • 2a · Program service revenue: RESIDENT MONTHLY FEES

    total $3,522,864 · related or exempt $3,522,864

  • 2b · Program service revenue: ADMISSION FEES

    total $69,000 · related or exempt $69,000

  • 3 · Investment income

    total $86,850 · excluded $86,850

  • 7a · Gross sales of assets other than inventory

    securities $2,841,190

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

    securities $2,599,663

  • 7c · Gain or loss

    securities $241,527

  • 7d · Net gain or loss

    total $241,527 · excluded $241,527

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $118,224 · related or exempt $118,224

  • 11e · Other revenue, total

    $118,224

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,914,738 · program services $1,914,738

  • 8 · Pension plan contributions

    total $89,059 · program services $89,059

  • 9 · Other employee benefits

    total $440,776 · program services $440,776

  • 10 · Payroll taxes

    total $145,154 · program services $145,154

  • 11a · Fees: management

    total $228,000 · management and general $228,000

  • 11c · Fees: accounting

    total $7,544 · management and general $7,544

  • 11f · Fees: investment management

    total $4,421 · management and general $4,421

  • 11g · Fees: other

    total $233,038 · program services $233,038

  • 12 · Advertising and promotion

    total $3,465 · program services $3,465

  • 13 · Office expenses

    total $703,497 · program services $703,497

  • 16 · Occupancy

    total $205,254 · program services $205,254

  • 17 · Travel

    total $2,272 · program services $2,272

  • 20 · Interest

    total $148,502 · program services $148,502

  • 22 · Depreciation, depletion and amortization

    total $222,105 · program services $222,105

  • 23 · Insurance

    total $57,574 · program services $57,574

  • 24a · Other expenses: MISCELLANEOUS EXPENSES

    total $2,352 · program services $2,352

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $151,486 · end of year $358,410

  • 2 · Savings and temporary cash investments

    beginning of year $94,213 · end of year $266,055

  • 7 · Other notes and loans receivable

    beginning of year $175 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $41,395 · end of year $32,842

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

    $14,806,920

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

    $12,177,610

  • 10c · Land, buildings and equipment, net

    beginning of year $2,793,074 · end of year $2,629,310

  • 11 · Investments: publicly traded securities

    beginning of year $4,607,588 · end of year $5,369,346

  • 12 · Investments: other securities

    beginning of year $889,804 · end of year $821,084

  • 17 · Accounts payable and accrued expenses

    beginning of year $702,646 · end of year $491,282

  • 20 · Tax-exempt bond liabilities

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

  • 25 · Other liabilities

    beginning of year $4,614,500 · end of year $4,840,360

  • 27 · Net assets without donor restrictions

    beginning of year $290,589 · end of year $1,175,405

Mission and programs · 2023

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, 2024, THERE WERE 52 INDEPENDENT AND 42 ASSISTED LIVING UNITS OCCUPIED PROVIDING HOUSING FOR 104 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 $4,167,786 · Revenue $3,710,088

As filed on the 2023 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
    $1,673,818
    From this org
    $0
    From related orgs
    $1,554,539
    Other
    $119,279
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $955,417 related
    Bonus
    $0 + $407,381 related
    Other
    $0 + $191,741 related
    Deferred
    $0 + $65,774 related
    Nontaxable benefits
    $0 + $53,505 related
    Filer's total
    $0 + $1,673,818 related

  • Sandra D McKenzie

    TRUSTEE

    Total calculated
    $1,019,165
    From this org
    $0
    From related orgs
    $962,708
    Other
    $56,457
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $392,340 related
    Bonus
    $0 + $498,290 related
    Other
    $0 + $72,078 related
    Deferred
    $0 + $27,936 related
    Nontaxable benefits
    $0 + $28,521 related
    Filer's total
    $0 + $1,019,165 related

  • Julie A Soekoro

    ASSISTANT TREASURER

    Total calculated
    $811,055
    From this org
    $0
    From related orgs
    $701,558
    Other
    $109,497
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $402,839 related
    Bonus
    $0 + $141,073 related
    Other
    $0 + $157,646 related
    Deferred
    $0 + $28,067 related
    Nontaxable benefits
    $0 + $81,430 related
    Filer's total
    $0 + $811,055 related

  • Steven P Bridenstine

    ASSISTANT TREASURER

    Total calculated
    $197,163
    From this org
    $0
    From related orgs
    $196,052
    Other
    $1,111
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $177,517 related
    Bonus
    $0 + $17,792 related
    Other
    $0 + $743 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $1,111 related
    Filer's total
    $0 + $197,163 related

  • Joshua Rochester

    EXECUTIVE DIRECTOR

    Total calculated
    $129,851
    From this org
    $128,574
    From related orgs
    $0
    Other
    $1,277
    Hours/week
    40

  • 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

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 - $49,274 - SANDRA D. MCKENZIE - $11,436 - JULIE A. SOEKORO - $11,567 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

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
2023
Filed
13 August 2025
IRS schema version
2023v6.0
Source object
202522259349301957

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