WHITFIELD HEALTHCARE FOUNDATION INC

EIN: 510175056 501(c)(3) Health Care

DALTON, GA

Total Revenue
$9,042,102
Total Expenses
$6,123,771
Total Assets
$82,983,200
Net Assets
$82,001,792
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1983
Legal Domicile
GA
Principal Officer
JEFFREY D MYERS
Phone
7062782105
Tax Period
2023-10-01 to 2024-09-30

WHITFIELD HEALTHCARE FOUNDATION INC, founded in 1983, is a community nonprofit in the Health Care sector that reported $9.0M in total revenue in fiscal year 2023. Revenue surged 90% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.9M, a strong 32% operating margin.

Mission

THE FOUNDATION'S PRIMARY MISSION IS TO ENCOURAGE CHARITABLE GIFTS THAT SUPPORT AND ADVANCE THE MISSION OF HAMILTON HEALTH CARE SYSTEM, INC. AND ITS AFFILIATES. THE FOLLOWING COMMUNITY PROGRAMS AND SERVICES WERE PROVIDED AND EITHER FULLY OR PARTIALLY SUBSIDIZED BY THE FOUNDATION: PLANNED GIVING AND FINANCIAL PLANNING SEMINARS, BROWN BAG LUNCHEON WHICH IS A MEDICATION REVIEW SEMINAR FOR SENIORS, AND WELLSPRING FOR WOMEN WHICH IS AN EDUCATIONAL OUTREACH FOR WOMEN IN THE COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,839,180
Program Service Revenue $0
Investment Income $4,072,237
Other Revenue $130,685
TOTAL REVENUE $9,042,102

Expense Breakdown

Grants Paid $4,879,918
Salaries & Benefits $0
Fundraising Expenses $47,810
Program Expenses $5,453,162
Other Expenses $1,243,853
TOTAL EXPENSES $6,123,771

Year-over-Year Comparison

2023 2022 Change
Revenue $9,042,102 $4,747,042 +0.9%
Expenses $6,123,771 $3,172,115 +0.9%
Net Income $2,918,331 $1,574,927 +0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
47
Independent Members
45
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$2,682,036
Total Directors
47
$2,055,693
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFFREY D MYERS PRESIDENT/CEO AND VICE CHAIR 1.00
Officer Director
$0 $119,279 $1,673,818
DANNY WRIGHT TRUSTEE/VP HMC 1.00
Director
$0 $29,904 $381,875
W SCOTT SELLERS CHAIRMAN 1.00
Officer Director
$0 $0 $0
ANDREW BARKLEY TRUSTEE 1.00
Director
$0 $0 $0
JANE J BOGGS TRUSTEE 1.00
Director
$0 $0 $0
ANN BRYANT TRUSTEE 1.00
Director
$0 $0 $0
JANA CANSLER CLARK TRUSTEE 1.00
Director
$0 $0 $0
LIZZY CAPERTON TRUSTEE 1.00
Director
$0 $0 $0
ROGER D CHEEK TRUSTEE 1.00
Director
$0 $0 $0
LINDSEY COKER TRUSTEE 1.00
Director
$0 $0 $0
BRANDON COMBS TRUSTEE 1.00
Director
$0 $0 $0
DAVID COOK TRUSTEE 1.00
Director
$0 $0 $0
CELESTE CRESWELL TRUSTEE 1.00
Director
$0 $0 $0
TOM DICKSON TRUSTEE 1.00
Director
$0 $0 $0
CHARLES N DOBBINS JR TRUSTEE 1.00
Director
$0 $0 $0
JULIAN DOSSCHE TRUSTEE 1.00
Director
$0 $0 $0
ROBERT K ESTES JR TRUSTEE 1.00
Director
$0 $0 $0
TYLER GAY TRUSTEE 1.00
Director
$0 $0 $0
AMY GRAMMER TRUSTEE 1.00
Director
$0 $0 $0
DONNA GREESON TRUSTEE 1.00
Director
$0 $0 $0
GREG GREESON TRUSTEE 1.00
Director
$0 $0 $0
J DAVID GREGG TRUSTEE 1.00
Director
$0 $0 $0
ROBERT L HARDAWAY TRUSTEE 1.00
Director
$0 $0 $0
TAMMY HERNDON TRUSTEE 1.00
Director
$0 $0 $0
KELLY M JONES TRUSTEE 1.00
Director
$0 $0 $0
AMY KINARD TRUSTEE 1.00
Director
$0 $0 $0
BRENDA KNOWLES TRUSTEE 1.00
Director
$0 $0 $0
BRYAN E MCALLISTER TRUSTEE 1.00
Director
$0 $0 $0
JUDY MCCAMY TRUSTEE 1.00
Director
$0 $0 $0
JOHN T MINOR IV TRUSTEE 1.00
Director
$0 $0 $0
RICK MYERS TRUSTEE 1.00
Director
$0 $0 $0
JOHN P NEAL III TRUSTEE 1.00
Director
$0 $0 $0
SUSAN PATTERSON TRUSTEE 1.00
Director
$0 $0 $0
ALAN PEEPLES TRUSTEE 1.00
Director
$0 $0 $0
RHETT PEEPLES TRUSTEE 1.00
Director
$0 $0 $0
WILLIAM D PRIDGEN JR TRUSTEE 1.00
Director
$0 $0 $0
KEVIN SANDERS TRUSTEE 1.00
Director
$0 $0 $0
PETER R SIGMON TRUSTEE 1.00
Director
$0 $0 $0
ROBERT H SMALLEY III TRUSTEE 1.00
Director
$0 $0 $0
CATHY S SYNDER TRUSTEE 1.00
Director
$0 $0 $0
HARRISON STAFFORD TRUSTEE 1.00
Director
$0 $0 $0
MELANIE SUGGS TRUSTEE 1.00
Director
$0 $0 $0
GINA SWANSON TRUSTEE 1.00
Director
$0 $0 $0
HENRY C THARPE JR TRUSTEE 1.00
Director
$0 $0 $0
JERRY T WATKINS JR TRUSTEE 1.00
Director
$0 $0 $0
LARRY WINTER TRUSTEE 1.00
Director
$0 $0 $0
CHRIS W YARBROUGH TRUSTEE 1.00
Director
$0 $0 $0
JULIE A SOEKORO CFO/TREASURER 1.00
Officer
$0 $109,497 $811,055
STEVEN P BRIDENSTINE ASSISTANT TREASURER 1.00
Officer
$0 $1,111 $197,163
JANE M SNIPES EXECUTIVE DIRECTOR 40.00
Highest
$135,492 $10,935 $146,427
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $9,042,102 $6,123,771 $82,983,200 $2,918,331
2023 $4,747,042 $3,172,115 $75,443,252 $1,574,927
2022 $4,086,867 $3,598,332 $70,910,740 $488,535
2021 $10,956,602 $15,076,011 $80,346,613 $-4,119,409
2020 $6,604,862 $9,723,276 $79,954,714 $-3,118,414
2019 $6,730,853 $1,439,801 $82,735,138 $5,291,052
2018 $4,182,928 $1,486,383 $78,379,001 $2,696,545
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