HAMILTON CHILDRENS INSTITUTE INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HAMILTON CHILDRENS INSTITUTE INC (EIN 82-3312912)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-08-13
IRS object ID
202512259349301036
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-13T11:11:08-05:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN621517792PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PYA P CBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12220 SUTHERLAND AVEAddressLine1Txt
CityKNOXVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37919ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823312912EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAMILTON CHILDREN'S INSTITUTE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHAMIBusinessNameControlTxt
Phone7062268900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1168AddressLine1Txt
CityDALTONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP307221168ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIE A SOEKOROPersonNm
Person TitleVP/CFOPersonTitleTxt
Phone7062268900PhoneNum
Signature2025-08-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEBORAH O ERNSBERGERPreparerPersonNm
PTINP00364912PTIN
Phone8656730844PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1ANNA SHAW CHILDREN'S INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerJEFFREY D MYERSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1168AddressLine1Txt
CityDALTONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP307221168ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,201,498GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHAMILTONHEALTH.COM/SERVICES/ANNA-SHAW-CHILDRENS-IWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2017FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionCHAMPION CARE TO CHILDREN AND FAMILIES FOR HAPPY, HEALTHY LIVES.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee42TotalEmployeeCnt
Total Volunteers1TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,547,480PYContributionsGrantsAmt
CY Contributions Grants$2,500,000CYContributionsGrantsAmt
PY Program Service Revenue$1,357,646PYProgramServiceRevenueAmt
CY Program Service Revenue$1,685,018CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$13,283PYOtherRevenueAmt
CY Other Revenue$16,480CYOtherRevenueAmt
PY Total Revenue$3,918,409PYTotalRevenueAmt
CY Total Revenue$4,201,498CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,939,861PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,310,469CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,710,310PYOtherExpensesAmt
CY Other Expenses$1,781,428CYOtherExpensesAmt
PY Total Expenses$4,650,171PYTotalExpensesAmt
CY Total Expenses$5,091,897CYTotalExpensesAmt
PY Revenues Less Expenses-$731,762PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$890,399CYRevenuesLessExpensesAmt
Total Assets BOY$598,262TotalAssetsBOYAmt
Total Assets EOY$21,204,017TotalAssetsEOYAmt
Total Liabilities BOY$1,976,132TotalLiabilitiesBOYAmt
Total Liabilities EOY$532,853TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$1,377,870NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$20,671,164NetAssetsOrFundBalancesEOYAmt
MissionCHAMPION CARE TO CHILDREN AND FAMILIES FOR HAPPY, HEALTHY LIVES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,970,377ExpenseAmt
Revenue$1,701,498RevenueAmt
DescSERVICES OFFERED IN THE FACILITY INCLUDE AUTISM EVALUATION AND ASSESSMENT AND REHABILITATION SERVICES WHICH INCLUDE PHYSICAL THERAPY, OCCUPATIONAL THERAPY, COUNSELING SERVICES, APPLIED BEHAVIOR ANALYSIS, AND SPEECH THERAPY. TOTAL PATIENT VISITS IN 2024 WERE 14,851.Desc
Total Program Service Expenses$4,970,377TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee42EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JULIE A SOEKOROBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7062726000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1168AddressLine1Txt
CityDALTONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP307221168ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ROBERT M CHANDLER
CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
SANDRA D MCKENZIE
VP/PRESIDENT OF OPERATIONS1.00Yes (X)Yes (X)$0$962,708$56,45740.00
GARY A MIDDLETON
TRUSTEE1.00Yes (X)$0$0$0
JEFFREY D MEYERS
PRESIDENT/CEO1.00Yes (X)Yes (X)$0$1,554,539$119,27940.00
JOHN P NEAL III
TRUSTEE1.00Yes (X)$0$0$0
JULIE A SOEKORO
CFO/TREASURER1.00Yes (X)Yes (X)$0$701,558$109,49740.00
SUSAN S YOUNG
TRUSTEE1.00Yes (X)$0$0$0
STEVEN P BRIDENSTINE
ASSISTANT TREASURER1.00Yes (X)$0$196,052$1,11140.00
NANCY CARNEVALE MD
MEDICAL DIRECTOR40.00$246,338$0$15,546Yes (X)
EMILY BRANDT MD
PHYSICIAN40.00$163,967$0$8,903Yes (X)
MARY T WOODRUFF
EXECUTIVE DIRECTOR40.00$158,472$0$8,445Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$568,777TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,414,857TotReportableCompRltdOrgAmt
Total Other Compensation$319,238TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,500,000AllOtherContributionsAmt
Total Contributions$2,500,000TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescNET PATIENT SERVICE REDesc
Business621300BusinessCd
Total Revenue Column$1,685,018TotalRevenueColumnAmt
Related Or Exempt Func Income$1,685,018RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,685,018TotalProgramServiceRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business621300BusinessCd
Total Revenue Column$16,480TotalRevenueColumnAmt
Related Or Exempt Func Income$16,480RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$16,480OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,201,498TotalRevenueColumnAmt
Related Or Exempt Func Income$1,701,498RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,563,528TotalAmt
Program Services$2,563,528ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$102,300TotalAmt
Program Services$102,300ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$446,783TotalAmt
Program Services$446,783ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$197,858TotalAmt
Program Services$197,858ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$100,000TotalAmt
Management And General$100,000ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$21,520TotalAmt
Management And General$21,520ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,161TotalAmt
Program Services$1,161ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$361,451TotalAmt
Program Services$361,451ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$41,907TotalAmt
Program Services$41,907ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$44,429TotalAmt
Program Services$44,429ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,099,781TotalAmt
Program Services$1,099,781ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$15,010TotalAmt
Program Services$15,010ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,268TotalAmt
Program Services$9,268ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$76,661TotalAmt
Program Services$76,661ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescPROFESSIONAL FEESDesc
Total$10,240TotalAmt
Program Services$10,240ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,091,897TotalAmt
Program Services$4,970,377ProgramServicesAmt
Management And General$121,520ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$93,386BOYAmt
EOY$1,236,391EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$73,222BOYAmt
EOY$687,269EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$22,808BOYAmt
EOY$27,097EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$433,979LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$31,545LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$408,846BOYAmt
EOY$402,434EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$18,850,826EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$598,262BOYAmt
EOY$21,204,017EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,976,132BOYAmt
EOY$532,853EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,976,132BOYAmt
EOY$532,853EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$1,377,870BOYAmt
EOY$1,820,339EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$18,850,825EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$1,377,870BOYAmt
EOY$20,671,164EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$598,262BOYAmt
EOY$21,204,017EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$890,399ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$22,939,433OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,631,238CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,122,492CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,640,580CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,547,480CurrentTaxYearMinus1YearAmt
Current Tax Year$2,500,000CurrentTaxYearAmt
Total$14,441,790TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$577,250CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,025,828CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,158,034CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,357,646CurrentTaxYearMinus1YearAmt
Current Tax Year$1,685,018CurrentTaxYearAmt
Total$5,803,776TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,208,488CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,148,320CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,798,614CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,905,126CurrentTaxYearMinus1YearAmt
Current Tax Year$4,185,018CurrentTaxYearAmt
Total$20,245,566TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$20,245,566PublicSupportTotal509Amt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$7,997CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,724CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,283CurrentTaxYearMinus1YearAmt
Total$42,004TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,208,488CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,156,317CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,819,338CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,918,409CurrentTaxYearMinus1YearAmt
Current Tax Year$4,185,018CurrentTaxYearAmt
Total$20,287,570TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99790PublicSupportCY509Pct
Public Support PY5090.99770PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$360,000OtherCostOrOtherBasisAmt
Book Value$360,000BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$73,979OtherCostOrOtherBasisAmt
Depreciation$31,545DepreciationAmt
Book Value$42,434BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$402,434TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescLIMITED USE ASSETSDesc
Book Value$18,850,826BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$18,850,826TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE SYSTEM HAS ADOPTED PROCEDURES FOR DETERMINING THE EXISTENCE OF UNCERTAIN TAX POSITIONS AND THE RELATED TIMING AND AMOUNT OF THEIR IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2024 AND 2023.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JEFFREY D MEYERS
PRESIDENT/CEO$0$955,417$0$407,381$0$191,741$0$65,774$0$53,505$0$1,673,818$0$49,274
SANDRA D MCKENZIE
VP/PRESIDENT OF OPERATIONS$0$392,340$0$498,290$0$72,078$0$27,936$0$28,521$0$1,019,165$0$11,436
JULIE A SOEKORO
CFO/TREASURER$0$402,839$0$141,073$0$157,646$0$28,067$0$81,430$0$811,055$0$11,567
NANCY CARNEVALE MD
MEDICAL DIRECTOR$150,774$0$38,000$0$57,564$0$11,575$0$3,971$0$261,884$0$0$0
STEVEN P BRIDENSTINE
ASSISTANT TREASURER$0$177,517$0$17,792$0$743$0$0$0$1,111$0$197,163$0$0
EMILY BRANDT MD
PHYSICIAN$141,532$0$13,950$0$8,485$0$8,165$0$738$0$172,870$0$0$0
MARY T WOODRUFF
EXECUTIVE DIRECTOR$128,538$0$14,390$0$15,544$0$7,837$0$608$0$166,917$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4BFormAndLineReferenceDesc
ExplanationTHE FOLLOWING PERSONS RECEIVED CURRENT YEAR DEFERREED 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 - $ 405,000ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE REGULAR TRUSTEES OF THE ORGANIZATION ARE APPOINTED BY THE BOARD OF TRUSTEES OF HAMILTON HEALTH CARE SYSTEM, INC.
FORM 990, PART VI, SECTION A, LINE 7BCERTAIN CAPITAL EXPENDITURE AND CONTRACTUAL COMMITMENT DECISIONS MUST BE SUBSEQUENTLY APPROVED BY THE HAMILTON HEALTH CARE SYSTEM BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED BY EXECUTIVE MANAGEMENT. 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 12CTHE ORGANIZATION HAS A CLEAR AND DETAILED CONFLICT OF INTEREST POLICY WHICH ESTABLISHES A PROCEDURE FOR IDENTIFYING, REVIEWING AND ADDRESSING CONFLICTS OF INTEREST. THE POLICY ALSO REQUIRES EACH TRUSTEE AND OFFICER OF THE ORGANIZATION TO ANNUALLY SIGN A STATEMENT ACKNOWLEDGING RECEIPT FOR THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15UNDER 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 AND NOT EXCESSIVE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:LIABILITY CLAIMS NOT RECOGNIZED 1,199,558. INTERCOMPANY TRANSFERS FROM HAMILTON HEALTH CARE SYSTEM, INC. 21,740,068. PRIOR YEAR NET ASSET DIFFERENCE -193.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
HAMILTON HEALTH CARE SYSTEM INC
PO BOX 1168DALTONGA30722581519913SUPPORT RELATED ENTITIESGA501(C)(3)LINE 12B, IIN/A0
DALTON SENIOR HOUSING INC
519 WEST HAWTHORNE STREETDALTONGA30720581518011LOW-INCOME HOUSINGGA501(C)(3)LINE 100HAMILTON HEALTH CARE SYSTEM INC
HAMILTON AMBULATORY SURGERY CENTER INC
PO BOX 1168DALTONGA30722582654791SURGICAL SERVICESGA501(C)(3)LINE 30HAMILTON MEDICAL CENTER INC
HAMILTON EMERGENCY MEDICAL SERVICES INC
PO BOX 1168DALTONGA30722581651002EMERGENCY MEDICALGA501(C)(3)LINE 100HAMILTON HEALTH CARE SYSTEM INC
HAMILTON MEDICAL CENTER INC
PO BOX 1168DALTONGA30722581519911HEALTHCAREGA501(C)(3)LINE 30HAMILTON HEALTH CARE SYSTEM INC
HAMILTON PHYSICIAN GROUP INC
PO BOX 1168DALTONGA30722271198701PHYSICIAN PRACTICEGA501(C)(3)LINE 30HAMILTON MEDICAL CENTER INC
ROYAL OAK COMMUNITY LTD
PO BOX 1168DALTONGA30722581970228SENIOR LIVING SERVICESGA501(C)(3)LINE 100HAMILTON HEALTH CARE SYSTEM INC
WHITEFIELD PLACE INC
PO BOX 1168DALTONGA30722582103085LOW-INCOME HOUSINGGA501(C)(3)LINE 100HAMILTON HEALTH CARE SYSTEM INC
DALTON-WHITFIELD COUNTY HOSPITAL LIABILITY TRUST
PO BOX 1168DALTONGA30722581331514LIABILITY CLAIMS COVERAGEGA501(C)(3)LINE 12C, III-FI0HAMILTON HEALTH CARE SYSTEM INC
WHITFIELD HEALTHCARE FOUNDATION INC
PO BOX 1168DALTONGA30722510175056FUNDS FOR HEALTHCAREGA501(C)(3)LINE 12B, II0HAMILTON HEALTH CARE SYSTEM INC
HLTC INC
PO BOX 1168DALTONGA30722582341574LONG TERM CAREGA501(C)(3)LINE 100HAMILTON HEALTH CARE SYSTEM INC
HAMILTON ORTHOPEDIC SURGERY CENTER
1104 PROFESSIONAL BLVDDALTONGA30720873430438ORTHOPEDIC SURGERY CENTERGA501(C)(3)LINE 30HAMILTON HEALTH CARE SYSTEM INC

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1HAMILTON ORTHOPEDIC SURGERY CENTERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1168AddressLine1Txt
CityDALTONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30722ZIPCd
FieldValueIRS element (for citing)
EIN873430438EIN
Primary ActivitiesORTHOPEDIC SURGERY CENTERPrimaryActivitiesTxt
Legal Domicile StateGALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
HAMILTON HEALTH FIRST INC
PO BOX 1168DALTONGA30722581694713PREFERRED PROVIDER ORGANIZATIONGAN/AC0
HMC HOLDINGS INC
PO BOX 1168DALTONGA30722TITLE HOLDINGSGAN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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