2025-08-13T12:38:45-05:00 2024-09-30 621517792 PYA P C 2220 SUTHERLAND AVE KNOXVILLE TN 37919 990 2023-10-01 581519911 HAMILTON MEDICAL CENTER INC HAMI 7062726115 PO BOX 1168 DALTON GA 307221168 JULIE A SOEKORO VP/CFO/ASST TREASURER 7062726115 2025-08-13 1 0 DEBORAH O ERNSBERGER P00364912 8656730844 2023 2025-03-06 01:10:19Z JEFFREY D MYERS PO BOX 1168 DALTON GA 307221168 722163754 0 X WWW.HAMILTONHEALTH.COM X 1983 GA HAMILTON MEDICAL CENTER, INC. OPERATES A 255-BED, ACUTE CARE HOSPITAL, INCLUDING A 24-HOUR EMERGENCY ROOM IN DALTON, GA. DURING THE FISCAL YEAR ENDED 09/30/2024, THE MEDICAL CENTER HAD 42,549 PATIENT DAYS AND 218,186 OUTPATIENT VISITS. HAMILTON SERVES THE NEEDS OF AREA RESIDENTS WITHOUT DISCRIMINATION AND REGARDLESS OF ABILITY TO PAY. 11 10 2422 108 25805 0 8709364 7927475 382719955 482101249 14079640 22724112 7345636 9684265 412854595 522437101 0 0 0 0 177589504 210680965 0 0 0 182265187 238891544 359854691 449572509 52999904 72864592 845414203 1256741711 220994595 496011690 624419608 760730021 X AS AN AFFILIATE OF HAMILTON HEALTH CARE SYSTEM, HAMILTON MEDICAL CENTER, INC. SUPPORTS THE SYSTEM MISSION OF PROVIDING LEADERSHIP, PARTNERSHIPS AND SEAMLESS RESOURCE COORDINATION TO MEET HEALTH CARE NEEDS THAT ADVANCE THE QUALITY AND DIGNITY OF LIFE. 1 0 379733791 481942962 HAMILTON MEDICAL CENTER, INC. OPERATES A 255-BED, ACUTE CARE HOSPITAL, INCLUDING A 24-HOUR EMERGENCY ROOM, WHICH SERVES THE NEEDS OF RESIDENTS OF THE CITY OF DALTON, WHITFIELD COUNTY AND SURROUNDING AREAS OF NORTHWEST GEORGIA. DURING THE FISCAL YEAR ENDED 09/30/2024, THE MEDICAL CENTER HAD 42,549 PATIENT DAYS AND 218,186 OUTPATIENT VISITS. HAMILTON SERVES THE NEEDS OF AREA RESIDENTS WITHOUT DISCRIMINATION AND REGARDLESS OF ABILITY TO PAY. ACCORDINGLY, THE HOSPITAL PROVIDED $85,599,887 IN CHARITY CARE AT ESTABLISHED RATES TO PATIENTS UNABLE TO PAY FOR THEIR HEALTH CARE SERVICES THIS FISCAL YEAR. IN ADDITION, CHARGES OF $812,223,576 WERE NOT COLLECTED DUE TO SHORTFALLS FROM MEDICARE AND MEDICAID. AS NOTED IN PART III, LINE 2, VITRUVIAN HEALTH - BRADLEY MEDICAL CENTER BECAME WHOLLY-OWNED BY HAMILTON MEDICAL CENTER AS OF SEPTEMBER 30, 2024 AS A SINGLE MEMBER LIMITED LIABILITY COMPANY. 379733791 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 444 0 1 2422 1 1 1 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X JULIE A SOEKORO 7062782105 1200 MEMORIAL DRIVE DALTON GA 30720 JEFFREY D MYERS PRESIDENT/CEO 1.00 40.00 X X 0 1554539 119279 ROBERT M CHANDLER CHAIRMAN 1.00 X X 0 0 0 ROBERT H BROOKER VICE CHAIRMAN 1.00 X X 0 0 0 ROBERT B HUBBS SECRETARY/TREASURER 1.00 X X 0 0 0 AYMAN RIFAI MD TRUSTEE 1.00 X 0 0 0 W SCOTT SELLERS TRUSTEE 1.00 X 0 0 0 OLIVER F COBB TRUSTEE 1.00 X 0 0 0 ZABDIEL MENDEZ TRUSTEE 1.00 X 0 0 0 MICHAEL D WILSON MD TRUSTEE 1.00 X 0 0 0 MATHEW D SMITH MD TRUSTEE 1.00 X 0 0 0 C CELESTE CRESWELL TRUSTEE 1.00 X 0 0 0 JULIE A SOEKORO CFO/TREASURER 1.00 40.00 X 0 701558 109497 RANDALL F FOSTER ASSISTANT TREASURER 40.00 X 0 250878 13002 CHRISTOPHER DELASHMITT MD VP & CMO 40.00 X 681577 0 33151 ERNALDO ELEMENTO VICE PRESIDENT 40.00 X 377694 0 53557 ALFRED D WRIGHT VICE PRESIDENT 40.00 X 351971 0 29904 JUDEAN GUINN VICE PRESIDENT 40.00 X 438343 0 66986 NED WIGGS VICE PRESIDENT 40.00 X 332393 0 66824 MICHAEL HARTLEY MD PHYSICIAN 40.00 X 765873 0 38072 HECTOR DOURRON MD PHYSICIAN 40.00 X 727529 0 35348 TOMMY BLEDSOE JR PHY. EXEC. POPULATION HEAL 40.00 X 536576 0 73930 LISA DUHAIME PHYSICIAN 40.00 X 643606 0 28014 JAMES TURNER PHYSICIAN 40.00 40.00 X 755767 60943 39345 5611329 2567918 706909 291 0 1 0 EPIC SYSTEMS CORPORATION 1979 MILKY WAY VERONA WI 53593 EMR 10302486 NORTH GEORGIA ANETHESIA SERVICES PC 1200 MEMORIAL DR DALTON GA 307202529 PROFESSIONAL SERVICES 7417233 MEDIX STAFFING SOLUTIONS 222 S RIVERSIDE PLAZA SUITE 2120 CHICAGO IL 60606 STAFFING SERVICES 4204301 TU PARKS CONSTRUCTION CO 711 E MAIN ST CHATTANOOGA TN 37408 GENERAL CONTRACTOR 3771827 SODEXO OPERATIONS 915 MEETING ST FL 15 PMB 1500 NORTH BETHESDA MD 208522380 FOOD SERVICES 2164841 105 3824140 151135 3952200 1550000 7927475 NET PATIENT SERVICE REVENUE 900099 478538753 478538753 WELLNESS CENTER 713940 2080360 2080360 MANAGEMENT FEES 561000 1482136 1482136 482101249 7756695 7756695 4580719 0 4580719 4580719 4580719 214466515 227555 199726653 0 14739862 227555 14967417 14967417 VENDOR REBATES 900099 1910510 1910510 GIFT SHOP 459420 549357 549357 EDUCATION 611710 69074 69074 2574605 -158287 25805 2707087 5103546 522437101 481942962 25805 32540859 X 2181978 2181978 167329883 158831861 8498022 4991422 4676940 314482 25343526 23746771 1596755 10834156 10151556 682600 3914701 3914701 642175 642175 94554 94554 1027247 1027247 45599303 42779303 2820000 100417 100417 24428763 5237229 19191534 11629345 11629345 13233257 13233257 157477 157477 810284 810284 9272950 9272950 28787006 28787006 5457762 5457762 MEDICAL SUPPLIES 61135047 61135047 BAD DEBT EXPENSE 27206914 27206914 PROVIDER TAX 4227842 4227842 MISCELLANEOUS 1166500 1166500 449572509 379733791 69838718 0 15947996 30821477 8661045 15343231 40071832 93383463 14691246 17321115 6872885 12506571 22852804 25807865 896030927 436866113 329505333 459164814 322138260 457907583 24897855 24720395 59524947 90680568 250000 23350000 0 5734629 845414203 1256741711 38119831 58867399 181596267 395823559 0 35000000 1278497 6320732 220994595 496011690 X 624419608 760730021 624419608 760730021 845414203 1256741711 X 72864592 40881951 22563870 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51149685 51149685 455363507 180423251 274940256 8448174 4796886 3651288 362241855 251645976 110595879 18827706 18827706 459164814 PROGRAM RELATED INVESTMENTS 90680568 C 90680568 ASSET RETIREMENT OBLIGATION 1207413 LONG-TERM LEASE LIABILITY 3685973 SHORT-TERM LEASE LIABILITY 1363826 MINORITY INTEREST 63520 6320732 X PART X, LINE 2: HMC 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. 1 1 X 1 X 125.000000000000 1 X 1 1 1 0 1 1 18924796 18924796 0.04480 46054021 56768339 0 0.00000 64978817 56768339 18924796 0.04480 1720190 600 1719590 0.00410 9858201 9131651 726550 0.00170 173500 173500 0.00040 11751891 9132251 2619640 0.00620 76730708 65900590 21544436 0.05100 1 27206914 6801729 80006777 88091222 -8084445 X 1 1 2 1 HAMILTON MEDICAL CENTER 1200 MEMORIAL DRIVE DALTON GA 30720 X X X 2 BRADLEY MEDICAL CENTER 2305 CHAMBLISS AVENUE NW CLEVELAND TN 373113847 X X X HAMILTON MEDICAL CENTER 1 0 0 1 X X X X X X X X X 21 1 0 0 1 X HTTPS://WWW.HAMILTONHEALTH.COM/ABOUT/CHNA-IMPLEMENTATION-STRATEGY/ X 1 21 1 HTTPS://WWW.HAMILTONHEALTH.COM/ABOUT/CHNA-IMPLEMENTATION-STRATEGY/ 0 1 X 125.000000000000 250.000000000000 X X X 1 1 X X X X 1 X WWW.VITRUVIANHEALTH.COM/PATIENTS-VISITORS/PATIENT-RESOURCES/BILL-PAY X WWW.VITRUVIANHEALTH.COM/PATIENTS-VISITORS/PATIENT-RESOURCES/BILL-PAY X WWW.VITRUVIANHEALTH.COM/PATIENTS-VISITORS/PATIENT-RESOURCES/BILL-PAY X X X X X X 1 X 0 X X X 1 X 0 0 BRADLEY MEDICAL CENTER 2 0 1 0 0 1 X 125.000000000000 250.000000000000 X X X 1 1 X X X X 1 X WWW.VITRUVIANHEALTH.COM/PATIENTS-VISITORS/PATIENT-RESOURCES/BILL-PAY X WWW.VITRUVIANHEALTH.COM/PATIENTS-VISITORS/PATIENT-RESOURCES/BILL-PAY X WWW.VITRUVIANHEALTH.COM/PATIENTS-VISITORS/PATIENT-RESOURCES/BILL-PAY X X X X X X 1 X 0 X X X 1 X 0 0 BRADLEY MEDICAL CENTER PART V, SECTION B, LINE 2: DURING THE YEAR ENDED SEPTEMBER 30, 2024, HAMILTON HEALTH CARE SYSTEM DOING BUSINESS AS VITRUVIAN HEALTH, COMPLETED THE PURCHASE OF TENNOVA HEALTHCARE - CLEVELAND, THE FACILITY WILL BE RENAMED VITRUVIAN HEALTH - BRADLEY MEDICAL CENTER. HAMILTON MEDICAL CENTER PART V, SECTION B, LINE 11: HAMILTON MEDICAL CENTER, INC. IDENTIFIED THE TOP SIX AREAS TO FOCUS ON OUT OF ALL NEEDS IDENTIFIED BY THE ASSESSMENT. THESE SIX ARE CONSIDERED THE MOST SIGNIFICANT HEALTH NEEDS IN THE COMMUNITY AND WILL BE COVERED BY THE IMPACT INITIATIVES. OTHER HEALTH NEEDS IDENTIFIED IN THE ASSESSMENT BUT NOT DEEMED SIGNIFICANT MAY BE INDIRECTLY IMPACTED BY THE INITIATIVES, BUT RESOURSE CONSTRAINTS PREVENT THE NEEDS FROM BEING ADDRESSED DIRECTLY. HAMILTON MEDICAL CENTER PART V, SECTION B, LINE 16J: UPON CONSULTATION WITH THE PATIENT ACCOUNTS LIAISON, THE FINANCIAL ASSISTANCE POLICY IS PRESENTED AND EXPLAINED. ASSISTANCE IS ALSO OFFERED FOR COMPLETION OF THE APPLICATION FOR FINANCIAL ASSISTANCE. BRADLEY MEDICAL CENTER PART V, SECTION B, LINE 16J: UPON CONSULTATION WITH THE PATIENT ACCOUNTS LIAISON, THE FINANCIAL ASSISTANCE POLICY IS PRESENTED AND EXPLAINED. ASSISTANCE IS ALSO OFFERED FOR COMPLETION OF THE APPLICATION FOR FINANCIAL ASSISTANCE. FORM 990, SCHEDULE H, PART V, SECTION B, LINE 12A BRADLEY MEDICAL CENTER, INC. (BMC) WAS PREVIOUSLY AFFILIATED AS PART OF A FOR-PROFIT HOSPITAL SYSTEM. AS SUCH, THE ORGANIZATION WAS NOT HISTORICALLY REQUIRED TO COMPLY WITH THE REQUIREMENTS OF SECTION 501(R) AND CONDUCTING A COMMUNITY HEALTH NEEDS ASSESMENT. AS BMC WAS ACQUIRED ON JULY 31, 2024, THE ENTIRE SYSTEM HAS BEEN WORKING AS A WHOLE TO CONDUCT A NEW COMMUNITY HEALTH NEEDS ASSESMENT TO BE COMPELTED IN A TIMELY MANNER. 9 1 - HAMILTON DIAGNOSTIC CENTER 1407 NORTH THORNTON AVENUE DALTON GA 30720 DIAGNOSTIC IMAGING, SLEEP DISORDERS 2 - HAMILTON SPECIALTY IMAGING 1436 BROADRICK DRIVE DALTON GA 30720 DIAGNOSTIC IMAGING 3 - HAMILTON WOUND CARE 1109 BURLEYSON ROAD DALTON GA 30720 WOUND CARE 4 - ENDOVASCULAR SURGERY PRACTICE 1109 BURLEYSON ROAD DALTON GA 30720 ENDOVASCULAR SERVICES 5 - HAMILTON CONVENIENT CARE 1012 BURLEYSON ROAD DALTON GA 30720 URGENT CARE CLINIC, FAMILY PRACTICE 6 - HAMILTON SPINE CENTER 1107 MEMORIAL DRIVE DALTON GA 30720 SPINE CARE CLINIC 7 - BRADLEY WELLNESS CENTER 1250 BROADRICK DRIVE DALTON GA 30720 FITNESS, CARDIAC REHAB, PHYS./OCC. THERAPY 8 - NEPHROLOGY PRACTICE 1506 BROADRICK DRIVE DALTON GA 30720 NEPHROLOGY SERVICES 9 - DIABETES TREATMENT CENTER 1109 BURLEYSON ROAD DALTON GA 30720 DIABETES TREATMENT CENTER PART I, LINE 6A: HAMILTON MEDICAL CENTER'S COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND CORRESPONDING IMPLEMENTATION STRATEGY ARE COMPLETED EVERY THREE YEARS AND ARE PUBLICLY AVAILABLE ON THE ORGANIZATION'S WEBSITE: WWW.HAMILTONHEALTH.COM/ABOUT/CHNA-IMPLEMENTATION-STRATEGY/. A PAPER COPY IS ALSO AVAILABLE FREE OF CHARGE BY REQUEST. PART I, LINE 7: COSTS FOR THE PURPOSE OF PART I, LINE 7 ARE COMPUTED USING A COST-TO-CHARGES RATIO. PART I, LINE 7G: SUBSIDIZED HEALTH SERVICES PRESENTED ON PART I, LINE 7 INCLUDE THE DEPARTMENTS AND SERVICES: HOME HEALTH SERVICES & HOSPICE CARE PART III, LINE 2: THE ORGANIZATION UTILIZES A COST TO CHARGE RATIO PART III, LINE 3: THE ORGANIZATION ESTIMATES THAT 25% OF THOSE REPORTED AS BAD DEBT WOULD QUALIFY FOR FINANCIAL ASSISTANCE IF THE INDIVIDUAL APPLIED FOR ASSISTANCE UNDER THE HOSPITAL'S CHARITY CARE PROGRAM. PART III, LINE 4: HAMILTON MEDICAL CENTER AND BRADLEY MEDICAL CENTER PROVIDE AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON A REVIEW OF OUTSTANDING RECEIVABLES, HISTORICAL COLLECTION INFORMATION AND EXISTING ECONOMIC CONDITIONS. AS A SERVICE TO THE PATIENT, THIRD-PARTY PAYORS ARE BILLED DIRECTLY AND THE PATIENT'S PORTION IS DETERMINED AND BILLED SUBSEQUENTLY. ACCOUNTS NOT MEETING CHARITY ASSISTANCE GUIDELINES AND UNPAID AFTER CERTAIN COLLECTION EFFORTS ARE CONSIDERED DELINQUENT AND WRITTEN OFF AS BAD DEBTS.THE COSTING METHODOLOGY USED TO DETERMINE THE AMOUNT REPORTED ON LINES 2AND 3 IS COST TO CHARGE RATIO.THE AUDITED FINANCIAL STATEMENT FOR HAMILTON HEALTH CARE SYSTEM, INC, WHICH INCLUDE HAMILTON MEDICAL CENTER AND BRADLEY MEDICAL CENTER, REPORTS THE PROVISION FOR DOUBTFUL ACCOUNTS AT ESTABLISHED RATES AND CONTAINS THE FOLLOWING FOOTNOTE: HAMILTON MEDICAL CENTER, INC. 58-1519911 "FOR UNINSURED AND UNDERINSURED PATIENTS THAT DO NOT QUALIFY FOR FINANCIAL ASSISTANCE, HMC RECOGNIZES REVENUE ON THE BASIS OF ESTABLISHED RATES, DISCOUNTED ACCORDING TO POLICY FOR SERVICES RENDERED. HISTORICAL EXPERIENCE HAS SHOWN A SIGNIFICANT PROPORTION OF HMC'S UNINSURED PATIENTS, IN ADDITION TO A GROWING PROPORTION OF HMC'S INSURED PATIENTS, WILL BE UNABLE OR UNWILLING TO PAY FOR THEIR RESPONSIBLE AMOUNTS FOR THE SERVICES PROVIDED. IN ORDER TO ESTIMATE THE NET REALIZABLE VALUE OF THE REVENUES AND ACCOUNTS RECEIVABLE ASSOCIATED WITH THIRD-PARTY PAYORS AND UNINSURED PATIENTS, MANAGEMENT REGULARLY ASSESSES THEIR VALUATION BASED UPON BUSINESS AND ECONOMIC CONSIDERATIONS, TRENDS IN HEALTHCARE COVERAGE, HISTORICAL WRITE-OFF EXPERIENCE AND OTHER COLLECTION TRENDS. HMC HAS AGREEMENTS WITH THIRD-PARTY PAYORS THAT PROVIDE FOR PAYMENTS AT AMOUNTS DIFFERENT FROM ESTABLISHED RATES. THESE CONTRACTUAL ADJUSTMENTS ARE EXPLICIT PRICE CONCESSIONS AND REPRESENT THE DIFFERENCE BETWEEN ESTABLISHED CHARGES AND THE ESTIMATED REIMBURSABLE AMOUNTS FROM THIRD-PARTYPAYORS. EXPLICIT PRICE CONCESSIONS ARE ESTIMATED BASED ON CONTRACTUAL AGREEMENTS, DISCOUNT POLICIES, AND HISTORICAL EXPERIENCE."SINCE HAMILTON MEDICAL CENTER AND BRADLEY MEDICAL CENTER PROVIDE CARE REGARDLESS OF ABILITY TO PAY, A PORTION OF THE PROVISION FOR DOUBTFUL ACCOUNTS SHOULD BE INCLUDED IN COMMUNITY BENEFIT. PART III, LINE 8: HAMILTON MEDICAL CENTER AND BRADLEY MEDICAL CENTER BELIEVE THAT THE ENTIRE AMOUNT OF MEDICARE SHORTFALL SHOULD BE CONSIDERED COMMUNITY BENEFIT. IT IS LIKELY THAT MANY OF THE INDIVIDUALS WOULD QUALIFY FOR CHARITY CARE OR OTHER NEEDS-BASED GOVERNMENT PROGRAMS AND THE BURDENS OF GOVERNMENT ARE RELIEVED UPON ACCEPTANCE OF PAYMENT LESS THAN COST. THE AMOUNT REPORTED WAS DERIVED FROM A COST ACCOUNTING SYSTEM THAT INCLUDES ALL SERVICE LINES AND PAYORS. PART III, LINE 9B: HAMILTON MEDICAL CENTER AND BRADLEY MEDICAL CENTER'S COLLECTIONS POLICY CONTAINS PROVISIONS RELATED TO THE MEDICALLY INDIGENT. PATIENTS WHO STATE THAT THEY HAVE LIMITED RESOURCES OR AN INABILITY TO PAY ARE SCREENED FOR ELIGIBILITY FOR CHARITY ASSISTANCE UNDER THE MEDICAL CENTER'S POLICY. QUALIFYING PATIENTS' ACCOUNTS ARE PARTIALLY OR FULLY WRITTEN-OFF UNDER POLICY PROVISIONS. UPON DETERMINATION OF PATIENT RESPONSIBILITY, BALANCES NOT QUALIFYING FOR ASSISTANCE ARE SUBJECTED TO A COLLECTION CYCLE WITH REGULAR NOTICES AND STATEMENTS. IF PAYMENT ARRANGEMENTS HAVE NOT BEEN MADE UPON COMPLETION OF THE COLLECTION CYCLE, THE ACCOUNT IS WRITTEN-OFF AND REFERRED FOR EXTERNAL COLLECTION FOLLOW-UP. PART VI, LINE 2: HAMILTON MEDICAL CENTER, IN CONJUNCTION WITH HAMILTON HEALTH CARE SYSTEM AND OTHER AFFILIATES, WORKS CLOSELY WITH LOCAL GOVERNMENT AND NOT-FOR-PROFIT AGENCIES TO ASSESS AND MEET THE COMMUNITY NEEDS IDENTIFIED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT. THE LATEST CHNA WAS COMPLETED BY HAMILTON MEDICAL CENTER IN 2022. IN ORDER TO ASSESS THE UNMET PHYSICIAN NEEDS OF WHITFIELD AND MURRAY COUNTIES, PHYSICIAN NEEDS ASSESSMENTS ARE PERIODICALLY CONDUCTED, MOST RECENTLY IN 2022. PART VI, LINE 3: HAMILTON MEDICAL CENTER AND BRADLEY MEDICAL CENTER PROVIDE CARE REGARDLESS OF ABILITY TO PAY. HMC EMPLOYS TWO FULL TIME PATIENT ACCOUNT LIAISONS WHO ARE RESPONSIBLE FOR EDUCATING PATIENTS AND RESPONSIBLE PARTIES OF POTENTIAL PAYMENT OPTIONS AS WELL AS THE ORGANIZATION'S FINANCIAL ASSISTANCE PROGRAM. THE PATIENT ACCOUNT LIAISONS ASSIST PATIENTS WITH THE COMPLETION OF THE FINANCIAL ASSISTANCE APPLICATION AND PROCESS THE APPLICATION FOR APPROVAL. HMC HAS TWO MEDICAID ELIGIBILITY REPRESENTATIVES TO ASSIST ELIGIBLE PATIENTS WITH OBTAINING MEDICAID COVERAGE.BRADLEY MEDICAL CENTER, INC. EMPLOYES TWO FULL TIME PATIENT ACCOUNT REPRESENTATIVES WHO ARE RESPONSIBLE FOR EDUCATING PATIENTS AND ASSISTING WITH POTENTIAL PAYMENT OPTIONS AS WELL AS THE ORGANIZATION'S FINANCIAL ASSISTANCE PROGRAM. THE PATIENT ACCOUNT REPRESENTATIVES ASSIST PATIENTS WITH COMPLETION OF THE FINANCIAL ASSISTANCE APPLICATION AND PROCESS FOR APPROVAL. BRADLEY HAS TWO TENNCARE/MEDICAID ELIGIBILITY SCREENING REPRESENTATIVES WHO ASSIST ELIGIBLE PATIENTS TO OBTAIN TENNCARE/MEDICAID COVERAGE. PART VI, LINE 4: HAMILTON MEDICAL CENTER'S PRIMARY SERVICE AREA CONSISTS OF WHITFIELD AND MURRAY COUNTIES IN NORTHWEST GEORGIA AND REPRESENTS 86% OF THE FACILITY'S VOLUME. THE SERVICE AREA HAS A POPULATION OF 146,386 CONSISTING OF 105,070 AND 41,316 IN WHITFIELD AND MURRAY COUNTIES, RESPECTIVELY. MINORITY POPULATIONS IN WHITFIELD COUNTY CONSIST OF HISPANIC (38.4%) AND AFRICAN AMERICAN (4.5%). APPROXIMATELY 15.5% OF THE POPULATION LIVE BELOW THE POVERTY LEVEL. MINORITY POPULATIONS IN MURRAY COUNTY CONSIST OF HISPANIC (17.2%) AND AFRICAN AMERICAN (1.7%). APPROXIMATELY 14.4% OF THE POPULATION LIVE BELOW THE POVERTY LEVEL.BRADLEY MEDICAL CENTER'S PRIMARY SERVICE AREA CONSISTS OF BRADLEY, POLK, MCMINN, MEIGS, AND RHEA COUNTIES IN SOUTHEAST TENNESSEE AND REPRESENTS 93% OF HOSPITAL ADMISSIONS. THE BRADLEY COUNTY POPULATION IS 112,767; THE NEXT CLOSEST IS MCMINN COUNTY WITH 55,219. POLK COUNTY HAS A POPULATION OF 18,031. MINORITY POPULATIONS IN BRADLEY COUNTY CONSIST OF HISPANIC (8.6%) AND AFRICAN AMERICAN (4.8%). APPROXIMATELY 15% OF THE POPULATION LIVE BELOW THE POVERTY LEVEL. MINORITY POPULATIONS IN POLK COUNTY CONSIST OF HISPANIC (2%) AND AFRICAN AMERICAN (0.4%). APPROXIMATELY 15% OF THE POPULATION LIVE BELOW THE POVERTY LEVEL. PART VI, LINE 5: HAMILTON MEDICAL CENTER (HMC) AND BRADLEY MEDICAL CENTER (BMC), INCLUDING THEIR RELATED AFFILIATES, ARE ORGANIZED AND OPERATED FOR CHARITABLE PURPOSES WITH THE GOAL OF PROMOTING THE HEALTH OF THE COMMUNITIES THEY SERVE. HMC AND BMC SUPPORT THIS MISSION WITH A COMMUNITY BOARD, OPEN MEDICAL STAFF AND AN EMERGENCY ROOM AVAILABLE TO PATIENTS REGARDLESS OF ABILITY TO PAY. THE BOARD IS COMPOSED OF CIVIC LEADERS AND PHYSICIANS WHO RESIDE IN THE HOSPITAL'S SERVICE AREA. THE BOARD SETS POLICY AND STRATEGIC DIRECTION AND DETERMINES THE USE OF SURPLUS FUNDS IN FURTHERANCE OF THE HOSPITAL'S CHARITABLE PURPOSE. PART VI, LINE 6: HAMILTON MEDICAL CENTER, INC. (HMC) AND BRADLEY MEDICAL CENTER, INC. (BMC) ARE CONTROLLED AFFILIATES OF VITRUVIAN HEALTH (SYSTEM), WHEREBY THE TRUSTEES AND OFFICERS ARE ELECTED AND APPOINTED BY THE BOARD OF TRUSTEES OF SYSTEM. OTHER HAMILTON MEDICAL CENTER, INC. 58-1519911 CONTROLLED AFFILIATES INCLUDE: DALTON SENIOR HOUSING, INC. AND WHITFIELD PLACE, INC., PROVIDERS OF HOUSING TO LOW INCOME SENIORS AND HANDICAPPED INDIVIDUALS; HAMILTON EMERGENCY MEDICAL SERVICES, INC., WHICH OPERATES WHITFIELD EMERGENCY MEDICAL SERVICES; HLTC, INC., A LONG-TERM CARE SERVICES PROVIDER; MURRAY MEDICAL CENTER, INC.; ROYAL OAK COMMUNITY, LTD., A RETIREMENT COMMUNITY; AND WHITFIELD HEALTHCARE FOUNDATION, INC., A PHILANTHROPIC ORGANIZATION. HAMILTON AMBULATORY SURGERY CENTER, INC., A MULTI-SPECIALTY SURGERY CENTER, AND HAMILTON PHYSICIAN GROUP, INC., A MULTI-SPECIALTY ORGANIZATION OF PHYSICIAN PRACTICES, AND HAMILTON CHILDREN'S INSTITUTE, AND BRADLEY PHYSICIAN SERVICES ARE CONTROLLED AFFILIATES OF HMC. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 JEFFREY D MYERS PRESIDENT/CEO 0 955417 0 407381 0 191741 0 65774 0 53505 0 1673818 0 49274 JAMES TURNER PHYSICIAN 724892 57589 0 0 30875 3354 35008 3031 1197 109 791972 64083 21539 0 JULIE A SOEKORO CFO/TREASURER 0 402839 0 141073 0 157646 0 28067 0 81430 0 811055 0 11567 MICHAEL HARTLEY MD PHYSICIAN 456363 0 263800 0 45710 0 36766 0 1306 0 803945 0 20266 0 HECTOR DOURRON MD PHYSICIAN 455646 0 238302 0 33581 0 34042 0 1306 0 762877 0 17542 0 CHRISTOPHER DELASHMITT MD VP & CMO 400362 0 142748 0 138467 0 16500 0 16651 0 714728 0 0 0 LISA DUHAIME PHYSICIAN 430945 0 160504 0 52157 0 26708 0 1306 0 671620 0 10208 0 TOMMY BLEDSOE JR PHY. EXEC. POPULATION HEAL 333754 0 79056 0 123766 0 22029 0 51901 0 610506 0 6721 0 JUDEAN GUINN VICE PRESIDENT 245735 0 93174 0 99434 0 28053 0 38933 0 505329 0 0 0 ERNALDO ELEMENTO VICE PRESIDENT 214433 0 82131 0 81130 0 13248 0 40309 0 431251 0 0 0 NED WIGGS VICE PRESIDENT 222054 0 76670 0 33669 0 15918 0 50906 0 399217 0 0 0 ALFRED D WRIGHT VICE PRESIDENT 194702 0 76654 0 80615 0 11457 0 18447 0 381875 0 0 0 RANDALL F FOSTER ASSISTANT TREASURER 0 193555 0 24306 0 33017 0 11979 0 1023 0 263880 0 0 PART I, LINE 1A THE PERSONAL USE PORTION OF BOTH SPOUSAL TRAVEL AND SOCIAL CLUB DUES ARE INCLUDED IN THE RECIPIENTS TAXABLE WAGES. PART I, LINE 4B THE FOLLOWING PERSONS RECEIVED CURRENT YEAR DEFERRED COMPENSATION ACCRUALS FROM NON-QUALIFIED PLANS: - JEFFREY D. MYERS - $49,274 - JULIE A. SOEKORO - $11,567 - MICHAEL HARTLEY, MD - $20,266 - TOMMY BLEDSOE, JR. - $6,721 - HECTOR DOURRON, MD - $17,542 - JAMES TURNER - $21,539 - LISA DUHAIME - $10,208 THE FOLLOWING PERSONS RECEIVED CURRENT YEAR DEFERRED COMPENSATION ACCRUALS FROM NON-QUALIFIED SERP PLANS: - JEFFREY D. MYERS - $405,000 A DALTON-WHITFIELD COUNTY JOINT DEVELOPMENT AUTHORITY 581519911 235641AM9 2017-12-21 90000000 ACQUIRE, CONSTRUCT, RENOVATE AND EQUIP HEALTHCARE FACILITIES 0 0 0 B DALTON-WHITFIELD COUNTY JOINT DEVELOPMENT AUTHORITY 900521568 235641BF3 2024-07-31 74625000 ACQUIRE, CONSTRUCT, RENOVATE AND EQUIP HEALTHCARE FACILITIES 0 0 0 A 96897633 1260588 96897633 0 0 1 1 B 83243667 645696 83243667 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 0 X 1 1550000 FAIR MARKET VALUE 1 0 0 0 PART I, LINE 16 LOOPER SPEECH AND HEARING CENTER DONATED A BUILDING TO HAMILTON MEDICAL CENTER WITH A FAIR MARKET VALUE OF $1,550,000 TO CONTINUE PROVIDING SPEECH AND HEARING SERVICES TO NORTHWEST GEORGIA. FORM 990, PART III, LINE 2 DURING THE YEAR ENDED SEPTEMBER 30, 2024, HAMILTON HEALTH CARE SYSTEM, DOING BUSINESS AS VITRUVIAN HEALTH, COMPLETED THE PURCHASE OF TENNOVA HEALTHCARE - CLEVELAND. THE FACILITY WILL BE RENAMED VITRUVIAN HEALTH - BRADLEY MEDICAL CENTER AND IS WHOLLY-OWNED BY HAMILTON MEDICAL CENTER AS A SINGLE MEMBER LIMITED LIABILITY COMPANY. BRADLEY MEDICAL CENTER IS A 351-BED REGIONAL HOSPITAL OFFERING SPECIALIZED SERVICES, INCLUDING AN ACCREDITED CHEST PAIN CENTER AND ORTHOPEDIC JOINT CENTER. VITRUVIAN HEALTH IS COMMITTED TO INVESTING IN BRADLEY MEDICAL CENTER AND ITS ASSOCIATED PRACTICES AND LOCATIONS THROUGH CAPITAL EXPENDITURES, EXPANDING AND REINFORCING CLINICAL CAPABILITIES, FORTIFYING RECRUITMENT AND RETENTION EFFORTS, AND MAINTAINING A COMMITMENT TO PROVIDING CARE CLOSE TO HOME. THIS WILL EXPAND VITRUVIAN'S MISSION OF PROVIDING QUALITY HEALTHCARE ACROSS ADDITIONAL COMMUNITIES, INCLUDING SOUTHEAST TENNESSEE. FORM 990, PART VI, SECTION A, LINE 7A THE 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 7B CERTAIN 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 11B THE 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 BOAD 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 REQUIRED 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 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 FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 42,779,303. MANAGEMENT AND GENERAL EXPENSES 2,820,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,599,303. FORM 990, PART XI, LINE 9: DISTRIBUTION TO RELATED ENTITY (HPG) 19,035,582. CHANGE IN LIABILITY CLAIMS ACCRUAL 4,125,444. TRANSFER OF INVESTMENT TO(FROM) LIABILITY CLAIMS TRUST -1,500,000. PURCHASE OF EQUITY IN BRADLEY ENTITIES 902,844. FORM 990, PART XII, LINE 2: FINANCIAL STATEMENTS OF HAMILTON MEDICAL CENTER, INC ARE AUDITED ON A CONSOLIDATED BASIS TO INCLUDE HAMILTON AMBULATORY SURGERY CENTER, INC. AND HAMILTON PHYSICIAN GROUP, INC, BOTH OF WHICH ARE WHOLLY-OWNED SUBSIDIARIES EXEMPT UNDER SECTION 501(C)(3). 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