Civic Intelligence

Dalton-Whitfield Additional Trust

EIN 58-6345013 • 501(c)3 • Dalton, GA

Profile

NONE

PO Box 1168Dalton, GA 30722-1168

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

41st percentile

0.24x

Higher debt load relative to revenue than 41% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$1,673,818

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 51.7% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

122%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$58,258,582

Up $7,241,455 (+14%) from 2023

Liabilities

Down

$786,548

Down $13,369 (-1.7%) from 2023

Net Assets

Up

$57,472,034

Up $7,254,824 (+14%) from 2023

Revenue

Up

$3,235,948

Up $1,775,063 (+122%) from 2023

Expenses

Down

$268,759

Down $7,606 (-2.8%) from 2023

Net Income

Up

$2,967,189

Up $1,782,669 (+150%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $46,254,069Liabilities 2011: $854,932Net Assets 2011: $45,399,1372011Assets 2012: $51,025,799Liabilities 2012: $1,507,450Net Assets 2012: $49,518,3492012Assets 2013: $53,528,969Liabilities 2013: $1,410,434Net Assets 2013: $52,118,5352013Assets 2014: $55,170,650Liabilities 2014: $1,834,027Net Assets 2014: $53,336,6232014Assets 2015: $50,261,127Liabilities 2015: $1,058,834Net Assets 2015: $49,202,2932015Assets 2016: $49,540,270Liabilities 2016: $1,707,968Net Assets 2016: $47,832,3022016Assets 2017: $51,054,035Liabilities 2017: $1,412,982Net Assets 2017: $49,641,0532017Assets 2018: $50,701,105Liabilities 2018: $1,637,481Net Assets 2018: $49,063,6242018Assets 2019: $50,028,710Liabilities 2019: $1,647,631Net Assets 2019: $48,381,0792019Assets 2020: $51,332,513Liabilities 2020: $817,207Net Assets 2020: $50,515,3062020Assets 2021: $59,216,928Liabilities 2021: $4,307,584Net Assets 2021: $54,909,3442021Assets 2022: $48,473,607Liabilities 2022: $808,111Net Assets 2022: $47,665,4962022Assets 2023: $51,017,127Liabilities 2023: $799,917Net Assets 2023: $50,217,2102023Assets 2024: $58,258,582Liabilities 2024: $786,548Net Assets 2024: $57,472,0342024

Highlighted filing

2024

Assets$58,258,582
Liabilities$786,548
Net Assets$57,472,034

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $1,475,8652011Expenses 2012: $3,371,2162012Revenue 2013: $4,314,983Expenses 2013: $3,062,102Net Income 2013: $1,252,8812013Revenue 2014: $4,666,767Expenses 2014: $3,273,846Net Income 2014: $1,392,9212014Revenue 2015: $2,554,209Expenses 2015: $4,057,380Net Income 2015: -$1,503,1712015Revenue 2016: $1,465,240Expenses 2016: $4,213,897Net Income 2016: -$2,748,6572016Revenue 2017: $1,896,763Expenses 2017: $3,064,355Net Income 2017: -$1,167,5922017Revenue 2018: $3,248,734Expenses 2018: $3,592,822Net Income 2018: -$344,0882018Revenue 2019: $1,562,215Expenses 2019: $2,873,510Net Income 2019: -$1,311,2952019Revenue 2020: $2,997,240Expenses 2020: $1,777,399Net Income 2020: $1,219,8412020Revenue 2021: $4,019,283Expenses 2021: $3,871,490Net Income 2021: $147,7932021Revenue 2022: $2,205,658Expenses 2022: $332,938Net Income 2022: $1,872,7202022Revenue 2023: $1,460,885Expenses 2023: $276,365Net Income 2023: $1,184,5202023Revenue 2024: $3,235,948Expenses 2024: $268,759Net Income 2024: $2,967,1892024

Highlighted filing

2024

Revenue$3,235,948
Expenses$268,759
Net Income$2,967,189

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.3$0.79$57.5$3.24$0.27$2.97
2023Summary only. Only limited summary data is available for this year.$51.0$0.80$50.2$1.46$0.28$1.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.5$0.81$47.7$2.21$0.33$1.87
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.2$4.31$54.9$4.02$3.87$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.3$0.82$50.5$3.00$1.78$1.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.0$1.65$48.4$1.56$2.87$1.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.7$1.64$49.1$3.25$3.59$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.1$1.41$49.6$1.90$3.06$1.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.5$1.71$47.8$1.47$4.21$2.75
2015Detailed filing. Detailed filing data is available for this year.$50.3$1.06$49.2$2.55$4.06$1.50
2014Detailed filing. Detailed filing data is available for this year.$55.2$1.83$53.3$4.67$3.27$1.39
2013Summary only. Only limited summary data is available for this year.$53.5$1.41$52.1$4.31$3.06$1.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.0$1.51$49.5$3.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.3$0.85$45.4$1.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 13, 2025
Return Version
2023v6.0
Gross Receipts
$21,757,432
Mission and Program Overview

Mission

NONE

The dalton whitfield additional trust was established for the purpose of providing healthcare

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$46,669,896$52,645,136▲ $5,975,240
Investments Other Securities$3,248,837$2,818,779▼ $430,058
Savings and Temporary Cash Investments$1,098,394$2,794,667▲ $1,696,273
Total Assets$51,017,127$58,258,582▲ $7,241,455
Liabilities
Grants Payable$750,000$750,000→ $0
Accounts Payable and Accrued Expenses$49,917$36,548▼ $13,369
Total Liabilities$799,917$786,548▼ $13,369
Net Assets / Fund Balance
Net Assets With Donor Restrictions$50,217,210$57,472,034▲ $7,254,824
Total Net Assets Fund Balance$50,217,210$57,472,034▲ $7,254,824
Total Liabilities and Net Assets / Fund Balance$51,017,127$58,258,582▲ $7,241,455
Compensation and Service Providers

Board Members and Trustees

NameTitle
John T MinorTrustee, Committee Chairman
Jeffrey D MyersPresident/CEO
Bryan E McallisterTrustee
Henry C Tharpe JrTrustee
J David GreggTrustee
Jerry T Watkins JrTrustee
W Scott SellersTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,235,948
Other Revenue
$0
Change in Net Assets
$2,967,189

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,070,692
Revenue Not Reported on Financial Statements
$165,256
Revenue Not Reported on Form 990
$4,287,635
Total Revenue per Audited Statements
$7,358,327
Total Revenue per Form 990
$3,235,948
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$268,759
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$165,256-$165,256
Fees for Services Management-$80,685-$80,685
Fees for Services Other-$11,957-$11,957
Other Expenses-$8,346-$8,346
Fees for Services Accounting-$2,515-$2,515
Total Functional Expenses$0$268,759$0$268,759

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$268,759
Expenses Not Reported on Financial Statements$165,256
Expenses per Audited Statements$103,503
Total Expenses per Audited Statements$103,503
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The trust committee reported on part vii is appointed by the whitfield healthcare foundation, a related 501(c)(3) organization.

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by an independent cpa firm. A draft copy of the unfiled form 990 is posted to a secure page on the hamilton health care system website for review and comment by all members of the board of trustees prior to filing with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

The organization has a clear and detailed conflict of interest policy which establishes a procedure for identifying, reviewing and addressing conflicts of interest. This policy also requires each trustee and officer of the organization to annually sign a statement acknowledging receipt of the conflict of interest policy.

Form 990, Part VI, Section B, Line 15

Under a board resolution, the finance & audit committee of hamilton health care system has the authority to take action on behalf of the board with respect to the compensation of officers and key employees. The finance & audit committee of hamilton health care system maintains minutes of its procedures. On an annual basis the finance & audit committee of hamilton health care system will meet to set the annual compensation of the president/ceo. This action is based on consultation with a third party consulting firm to review the total compensation of the ceo and key employees such that total compensation packages are considered fair market value and not excessive.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Dalton-whitfield Additional Trust
EIN
58-6345013
Phone
7062726115
Address
PO BOX 1168, DALTON, GA 30722-1168

Signing Officer

Name
Julie a Soekoro
Title
Vice President/CFO
Phone
7062726115
Signed
2025-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie a Soekoro
Formed
1996
Legal Domicile
Ga
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Pya P C
Address
2220 SUTHERLAND AVE, KNOXVILLE, TN 37919
Preparer
Deborah O Ernsberger
Phone
8656730844
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1 DESCRIPTION OF ORGANIZATION MISSION:

Services to the indigent of dalton and whitfield county.

Raw XML AppendixShowing 400 of 424 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE, COMMITTEE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATION'S CEO IS AN OFFICER ON THE ORGANIZATION'S BOARD OF DIRECTORS. THE SUPPORTED ORGANIZATION'S PURPOSE IS TO PROVIDE FUNDING FOR THE CHARITABLE PURPOSES OF THE SUPPORTED ORGANIZATION. THE SUPPORTED ORGANIZATION PROVIDES THIS GUIDANCE THROUGH THE SHARED OFFICER.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION'S ACTIVITIES DURING THE TAX YEAR DIRECTLY FURTHERED HAMILTON MEDICAL CENTER'S EXEMPT PURPOSE BY PROVIDING FUNDING AVAILABLE TO MAKE GRANTS SO THAT HAMILTON MEDICAL CENTER CAN PROVIDE HEALTHCARE TO THE COMMUNITY. IF THE TRUST DID NOT EXIST, THEN HAMILTON MEDICAL CENTER WOULD BE DIRECTLY CONDUCTING THESE ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINES 2A AND 2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0581519911
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HAMILTON MEDICAL CENTER
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0165256
IRS990ScheduleD/ExpensesSubtotalAmt0103503
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0165256
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0165256
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04287635
IRS990ScheduleD/RevenueNotReportedAmt04287635
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0165256
IRS990ScheduleD/RevenueSubtotalAmt03070692
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0268759
IRS990ScheduleD/TotalRevenuePerForm990Amt03235948
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07358327
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0103503
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0407381
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0955417
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt049274
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt065774
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt053505
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0191741
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEFFREY D MYERS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt01673818
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE FOLLOWING PERSON RECEIVED CURRENT YEAR DEFERRED COMPENSATION ACCRUALS FROM NON-QUALIFIED PLANS: - JEFFREY D. MYERS - $49,274 THE FOLLOWING PERSON RECEIVED CURRENT YEAR DEFERRED COMPENSATION ACCRUALS FROM NON-QUALIFIED SERP PLANS: - JEFFREY D. MYERS - $405,000
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SERVICES TO THE INDIGENT OF DALTON AND WHITFIELD COUNTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST COMMITTEE REPORTED ON PART VII IS APPOINTED BY THE WHITFIELD HEALTHCARE FOUNDATION, A RELATED 501(C)(3) ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. A DRAFT COPY OF THE UNFILED FORM 990 IS POSTED TO A SECURE PAGE ON THE HAMILTON HEALTH CARE SYSTEM WEBSITE FOR REVIEW AND COMMENT BY ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS A CLEAR AND DETAILED CONFLICT OF INTEREST POLICY WHICH ESTABLISHES A PROCEDURE FOR IDENTIFYING, REVIEWING AND ADDRESSING CONFLICTS OF INTEREST. THIS POLICY ALSO REQUIRES EACH TRUSTEE AND OFFICER OF THE ORGANIZATION TO ANNUALLY SIGN A STATEMENT ACKNOWLEDGING RECEIPT OF THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNDER A BOARD RESOLUTION, THE FINANCE & AUDIT COMMITTEE OF HAMILTON HEALTH CARE SYSTEM HAS THE AUTHORITY TO TAKE ACTION ON BEHALF OF THE BOARD WITH RESPECT TO THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES. THE FINANCE & AUDIT COMMITTEE OF HAMILTON HEALTH CARE SYSTEM MAINTAINS MINUTES OF ITS PROCEDURES. ON AN ANNUAL BASIS THE FINANCE & AUDIT COMMITTEE OF HAMILTON HEALTH CARE SYSTEM WILL MEET TO SET THE ANNUAL COMPENSATION OF THE PRESIDENT/CEO. THIS ACTION IS BASED ON CONSULTATION WITH A THIRD PARTY CONSULTING FIRM TO REVIEW THE TOTAL COMPENSATION OF THE CEO AND KEY EMPLOYEES SUCH THAT TOTAL COMPENSATION PACKAGES ARE CONSIDERED FAIR MARKET VALUE AND NOT EXCESSIVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1 DESCRIPTION OF ORGANIZATION MISSION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0HAMILTON HEALTH CARE SYSTEM INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1HAMILTON HEALTH CARE SYSTEM INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HAMILTON MEDICAL CENTER INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WHITFIELD HEALTHCARE FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0581519911
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1510175056
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0GA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1GA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HEALTHCARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1FUNDS FOR HEALTHCARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 12B, II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 1168
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 1900
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DALTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1DALTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0GA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1GA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd030722
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd130722
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt051017127
IRS990/TotalAssetsEOYAmt058258582
IRS990/TotalAssetsGrp/BOYAmt051017127
IRS990/TotalAssetsGrp/EOYAmt058258582
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0268759
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0268759
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0799917
IRS990/TotalLiabilitiesEOYAmt0786548
IRS990/TotalLiabilitiesGrp/BOYAmt0799917
IRS990/TotalLiabilitiesGrp/EOYAmt0786548
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt050217210
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt057472034
IRS990/TotalOtherCompensationAmt0119279
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03235948
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03235948
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt051017127
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt058258582
IRS990/TotReportableCompRltdOrgAmt01554539
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1168
IRS990/USAddress/CityNm0DALTON
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd0307221168
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE A SOEKORO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT/CFO

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