Civic Intelligence

Dalton-Whitfield Additional Trust

990 • Fiscal year 2014 • EIN 58-6345013

Oct 01, 2013 to Sep 30, 2014 • Filed on May 14, 2015

Organization ProfileN/A
PO Box 116830722-1168

(706) 272-6115

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.03x

Higher debt load relative to assets than 15% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

46th percentile

0.39x

Higher debt load relative to revenue than 46% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

82nd percentile

30%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

98th percentile

$2,263,147

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 48.5% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

40th percentile

3.1%

Faster asset growth than 40% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

59th percentile

8.2%

Faster revenue growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$55,170,650

Up $1,641,681 (+3.1%) from 2013

Net Assets

Up

$53,336,623

Up $1,218,088 (+2.3%) from 2013

Liabilities

Up

$1,834,027

Up $423,593 (+30%) from 2013

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin82nd percentile

Revenue

Up

$4,666,767

Up $351,784 (+8.2%) from 2013

Expenses

Up

$3,273,846

Up $211,744 (+6.9%) from 2013

Net Income

Up

$1,392,921

Up $140,040 (+11%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$55,170,650
Liabilities$1,834,027
Net Assets$53,336,623
Open 2014 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$4,666,767
Expenses$3,273,846
Net Income$1,392,921
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$37,937,887
Mission and Program Overview

Mission

NONE

The dalton whitfield additional trust was established for the purpose of providing healthcare services to the indigent of dalton and whitfield county. During the year ended september 30, 2014, the trust distributed over $2.8 million to hamilton medical center for healthcare services provided to the indigent.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$51,867,380$49,773,265▼ $2,094,115
Investments Other Securities-$3,358,629-
Savings and Temporary Cash Investments$1,661,456$2,038,722▲ $377,266
Accounts Receivable$133$34▼ $99
Total Assets$53,528,969$55,170,650▲ $1,641,681
Liabilities
Grants Payable$1,311,012$1,750,000▲ $438,988
Accounts Payable and Accrued Expenses$99,422$84,027▼ $15,395
Total Liabilities$1,410,434$1,834,027▲ $423,593
Net Assets / Fund Balance
Permanently Rstr Net Assets$52,118,535$53,336,623▲ $1,218,088
Total Net Assets Fund Balance$52,118,535$53,336,623▲ $1,218,088
Total Liabilities and Net Assets / Fund Balance$53,528,969$55,170,650▲ $1,641,681

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,358,629--
Compensation and Service Providers
Top Officer Pay98th percentile

Board Members and Trustees

NameTitle
Jeffrey D MyersPresident/CEO
Gary L HowardVice President/CFO
Bryan E McallisterTrustee
Henry C TharpeTrustee
Jeffrey a BrowneTrustee
John T MinorTrustee
Walter M Jones JrTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,743
Program Service Revenue
$0
Investment Income
$4,665,024
Other Revenue
$0
All Other Contributions
$1,743
Change in Net Assets
$1,392,921

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,665,024
Revenue Not Reported on Financial Statements
$1,743
Revenue Not Reported on Form 990
$-174,833
Other Revenue Adjustments
$1,743
Total Revenue per Audited Statements
$4,490,191
Total Revenue per Form 990
$4,666,767
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,863,571
Other Expenses$410,275
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,863,571--$2,863,571
Fees for Service Investment Mgmnt Fees-$285,973-$285,973
Fees for Services Management-$82,988-$82,988
Fees for Services Accounting-$19,709-$19,709
Fees for Services Other-$17,995-$17,995
Insurance-$3,610-$3,610
Total Functional Expenses$2,863,571$410,275$0$3,273,846

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,273,846
Total Expenses per Audited Statements$3,273,846
Total Expenses per Form 990$3,273,846
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
58-1519911-501(c)(3)Indigent Care Services$2,863,571
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 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 11

“Following management preparation and review, the form 990 is reviewed by an independent cpa firm. Subsequently, 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 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

EIN
58-6345013
Phone
7062726115

Signing Officer

Name
Gary L Howard
Title
Vice President/CFO/trustee
Phone
7062726115
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary L Howard
Formed
1996
Legal Domicile
Ga
Voting Board Members
6
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Distribution from the dalton whitfield county hospital authority 1,743.”

Raw XML AppendixShowing 400 of 442 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt099422
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt084027
IRS990/AccountsReceivableGrp/BOYAmt0133
IRS990/AccountsReceivableGrp/EOYAmt034
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE DALTON WHITFIELD ADDITIONAL TRUST WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING HEALTHCARE SERVICES TO THE INDIGENT OF DALTON AND WHITFIELD COUNTY. DURING THE YEAR ENDED SEPTEMBER 30, 2014, THE TRUST DISTRIBUTED OVER $2.8 MILLION TO HAMILTON MEDICAL CENTER FOR HEALTHCARE SERVICES PROVIDED TO THE INDIGENT.
IRS990/AllOtherContributionsAmt01743
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10JOSEPH L MCGUIRE
IRS990/BooksInCareOfDetail/PhoneNum07062782105
IRS990/BooksInCareOfDetail/USAddress/AddressLine101200 MEMORIAL DRIVE
IRS990/BooksInCareOfDetail/USAddress/City0DALTON
IRS990/BooksInCareOfDetail/USAddress/State0GA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode030721
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01743
IRS990/CYGrantsAndSimilarPaidAmt02863571
IRS990/CYInvestmentIncomeAmt04665024
IRS990/CYOtherExpensesAmt0410275
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01392921
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt03273846
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04666767
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0FUNDS DISTRIBUTED TO PROVIDE HEALTHCARE SERVICES FOR THE INDIGENT. THE DALTON-WHITFIELD ADDITIONAL TRUST WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING HEALTHCARE SERVICES TO THE INDIGENT OF DALTON AND WHITFIELD COUNTY. DURING THE YEAR ENDED SEPTEMBER 30, 2014, THE TRUST DISTRIBUTED OVER $2.8 MILLION TO HAMILTON MEDICAL CENTER FOR HEALTHCARE SERVICES PROVIDED TO THE INDIGENT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02863571
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt019709
IRS990/FeesForServicesAccountingGrp/TotalAmt019709
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt082988
IRS990/FeesForServicesManagementGrp/TotalAmt082988
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt017995
IRS990/FeesForServicesOtherGrp/TotalAmt017995
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0285973
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0285973
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0190571
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt184683
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFFREY D MYERS
IRS990/Form990PartVIISectionAGrp/PersonNm1GARY L HOWARD
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFFREY A BROWNE
IRS990/Form990PartVIISectionAGrp/PersonNm3WALTER M JONES JR
IRS990/Form990PartVIISectionAGrp/PersonNm4BRYAN E MCALLISTER
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN T MINOR
IRS990/Form990PartVIISectionAGrp/PersonNm6HENRY C THARPE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0784786
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12178464
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03348906
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt02863571
IRS990/GrantsPayableGrp/BOYAmt01311012
IRS990/GrantsPayableGrp/EOYAmt01750000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02863571
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02863571
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt036620026
IRS990/GrossReceiptsAmt037937887
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03610
IRS990/InsuranceGrp/TotalAmt03610
IRS990/InvestmentIncomeGrp/ExclusionAmt01316118
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01316118
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03358629
IRS990/InvestmentsPubTradedSecGrp/BOYAmt051867380
IRS990/InvestmentsPubTradedSecGrp/EOYAmt049773265
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt033271120
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt052118535
IRS990/NetAssetsOrFundBalancesEOYAmt053336623
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03348906
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03348906
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-174833
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt052118535
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt053336623
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GARY L HOWARD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01624
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02622809
IRS990/PYInvestmentIncomeAmt04313359
IRS990/PYOtherExpensesAmt0439293
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01252881
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03062102
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04314983
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01392921
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01661456
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02038722
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0581519911
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc03
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02863571
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10HAMILTON MEDICAL CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd00
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt02863571
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03273846
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-174833
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01743
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03358629
IRS990ScheduleD/OtherSecuritiesGrp/Desc0REAL ESTATE
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-174833
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01743
IRS990ScheduleD/RevenueSubtotalAmt04665024
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DISTRIBUTION FROM THE DALTON WHITFIELD COUNTY HOSPITAL AUTHORITY 1,743.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03358629
IRS990ScheduleD/TotalExpensesPerForm990Amt03273846
IRS990ScheduleD/TotalRevenuePerForm990Amt04666767
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04490191
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03273846
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt02863571
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0INDIGENT CARE SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10HAMILTON MEDICAL CENTER INC
IRS990ScheduleI/RecipientTable/RecipientEIN0581519911
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10PO BOX 1168
IRS990ScheduleI/RecipientTable/USAddress/City0DALTON
IRS990ScheduleI/RecipientTable/USAddress/State0GA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode030722
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE DALTON-WHITFIELD ADDITIONAL TRUST IS LIMITED AS TO THE PURPOSES FOR WHICH IT MAY USE TRUST INCOME AND PRINCIPAL. ALL FUNDS DISBURSED FOR THE LIFE OF THE TRUST HAVE BEEN FOR 1) REIMBURSEMENT OF HOSPITAL TREATMENT AND SERVICES FOR RESIDENTS OF WHITFIELD COUNTY, 2) TO PAY CERTAIN FEES AND EXPENSES OF WHITFIELD HEALTHCARE FOUNDATION, THE TRUSTEE, AND 3) TO PAY EXPENSES OF DALTON-WHITFIELD COUNTY HOSPITAL AUTHORITY. DETAILED RECORDS ARE PREPARED AND MAINTAINED TO ENSURE THAT FUNDS DISBURSED FROM THE TRUST MEET THE CRITERIA ESTABLISHED IN THE TRUST DOCUMENT. FURTHERMORE, THE PROCESS FOR DISBURSEMENT OF TRUST FUNDS INCLUDES PREPARATION AND REVIEW BY MANAGEMENT OF HAMILTON HEALTH CARE SYSTEM AS WELL AS APPROVAL OF THE SAME BY THE TRUST COMMITTEE OF WHITFIELD HEALTHCARE FOUNDATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd01
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0131250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt167410
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0496019
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1342193
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt0108995
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt174247
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt028234
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt119212
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt0162337
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt165471
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0157517
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt11768861
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEFFREY D MYERS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1GARY L HOWARD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT/CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0975357
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt12263147
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE FOLLOWING PERSONS RECEIVED CURRENT YEAR DEFERRED COMPENSATION ACCRUALS FROM NON-QUALIFIED PLANS: - JEFFREY D. MYERS - $ 15,484 - GARY L. HOWARD - $ 6,462
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A MANAGEMENT PERFORMANCE INCENTIVE PLAN FOR ELIGIBLE PARTICIPANTS TO FOCUS ON SPECIFIC STRATEGIC, ORGANIZATIONAL AND FINANCIAL GOALS. THE TOTAL AWARDS UNDER THE PLAN CANNOT EXCEED TEN PERCENT OF THE HAMILTON HEALTH CARE SYSTEM COMBINED EXCESS OF REVENUES OVER EXPENSES EXCLUDING INVESTMENT INCOME. INDIVIDUAL INCENTIVES ARE BASED UPON ACHIEVING CERTAIN ORGANIZATIONAL AND INDIVIDUAL SERVICE QUALITY, FINANCIAL RESULTS AND CUSTOMER SATISFACTION GOALS.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt2GARY HOWARD'S, SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER, COMPENSATION INCLUDES AMOUNTS THAT VESTED PURSUANT TO A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (PLAN) DURING CALENDAR YEAR 2013. IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 409A, ACCRUED AMOUNTS VESTED UNDER SUCH PLANS MUST BE REPORTED AS TAXABLE INCOME TO THE PARTICIPANT IN THE YEAR VESTED EVEN WHEN THE AMOUNTS ARE NOT PAID TO THE PARTICIPANT. DURING 2013, MR. HOWARD REACHED THE AGE OF VESTING ACCORDING TO TERMS OF THE PLAN, THEREFORE $1,638,720 WAS INCLUDED AS REPORTABLE COMPENSATION ON THE FORM W-2 ALTHOUGH NOT DISTRIBUTED TO MR. HOWARD.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4B
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 6
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 SCHEDULE J PART II:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST COMMITTEE REPORTED ON PART VII IS APPOINTED BY THE WHITFIELD HEALTHCARE FOUNDATION, A RELATED 501(C)(3) ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOLLOWING MANAGEMENT PREPARATION AND REVIEW, THE FORM 990 IS REVIEWED BY AN INDEPENDENT CPA FIRM. SUBSEQUENTLY, 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/ExplanationTxt2THE 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/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10HAMILTON HEALTH CARE SYSTEM INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine11HAMILTON HEALTH CARE SYSTEM INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10HAMILTON MEDICAL CENTER INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11WHITFIELD 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 11B, II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10PO BOX 1168
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine11PO BOX 1900
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0DALTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1DALTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0GA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1GA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode030722
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode130722
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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt053528969
IRS990/TotalAssetsEOYAmt055170650
IRS990/TotalAssetsGrp/BOYAmt053528969
IRS990/TotalAssetsGrp/EOYAmt055170650
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt01743
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0410275
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02863571
IRS990/TotalFunctionalExpensesGrp/TotalAmt03273846
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01410434
IRS990/TotalLiabilitiesEOYAmt01834027
IRS990/TotalLiabilitiesGrp/BOYAmt01410434
IRS990/TotalLiabilitiesGrp/EOYAmt01834027
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt052118535
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt053336623
IRS990/TotalOtherCompensationAmt0275254
IRS990/TotalProgramServiceExpensesAmt02863571
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt04665024
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04666767
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,170,650
Liabilities
$1,834,027
Net assets
$53,336,623
Revenue
$4,666,767
Expenses
$3,273,846
Net income
$1,392,921
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $50M-$100M nonprofits