JAMES L WEST PRESBYTERIAN SPECIAL CARE CENTER: Form 990, tax year 2022
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- Organization
- JAMES L WEST PRESBYTERIAN SPECIAL CARE CENTER (EIN 75-2404011)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-19
- IRS object ID
- 202431109349300443
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-19T12:57:03-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5001 SPRING VALLEY ROAD SUITE 600W | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752404011 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES L WEST PRESBYTERIAN SPECIAL CARE | BusinessNameLine1Txt |
| Business Name Line2 | CENTER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 8178771199 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUMMIT AVENUE | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL HARDING | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8178771199 | PhoneNum |
| Signature | 2024-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHERYL | PersonFirstNm |
| Person Last | HARDING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAHIM HABIB | PreparerPersonNm |
| PTIN | P01912003 | PTIN |
| Phone | 9723835700 | PhoneNum |
| Preparation | 2024-04-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES L WEST CENTER FOR DEMENTIA CARE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHERYL HARDING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUMMIT AVENUE | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,012,238 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JAMESLWEST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING SUPPORT & CARE TO THOSE SUFFERING FROM ALZHEIMER'S/RELATED DISORDERS & THEIR FAMILIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 300 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,750,313 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,179,132 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,868,695 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,597,317 | CYProgramServiceRevenueAmt |
| PY Investment Income | $138 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,839 | CYInvestmentIncomeAmt |
| PY Other Revenue | $360,178 | PYOtherRevenueAmt |
| CY Other Revenue | $225,950 | CYOtherRevenueAmt |
| PY Total Revenue | $14,979,324 | PYTotalRevenueAmt |
| CY Total Revenue | $13,012,238 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,724,721 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,996,468 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $265,292 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,658,512 | PYOtherExpensesAmt |
| CY Other Expenses | $5,381,457 | CYOtherExpensesAmt |
| PY Total Expenses | $13,383,233 | PYTotalExpensesAmt |
| CY Total Expenses | $14,377,925 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,596,091 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,365,687 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,005,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,619,496 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,356,438 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,336,398 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,648,785 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,283,098 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | JAMES L. WEST IS A FAITH INSPIRED, NOT-FOR-PROFIT ORGANIZATION SERVING PERSONS IMPACTED BY DEMENTIA. AS A TRUSTED EXPERT, WE PROVIDE PERSONALIZED, INNOVATIVE CARE AND SUPPORT FOR FAMILIES, AS WELL AS SPECIALIZED EDUCATION FOR CAREGIVERS, HEALTHCARE PROFESSIONALS AND THE COMMUNITY AT LARGE. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,921,474 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $11,597,317 | RevenueAmt |
| Desc | THE JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER PROVIDES SUPPORT AND CARE TO PERSONS LIVING WITH ALZHEIMER-RELATED DISORDERS AND TO THEIR FAMILIES AND CAREGIVERS. THIS SUPPORT IS DELIVERED THROUGH IN-PERSON AND VIRTUAL PROGRAMS, ON-DEMAND VIDEO ACCESS, IN-PERSON CLASSES, PODCASTS, AND BLOGS FOR FAMILIES AND THE COMMUNITY. THIS SUPPORT HAS EXPANDED TO THE STATE OF TEXAS AND SEVERAL OTHER STATES. THE CENTER STARTED A BILINGUAL PROGRAM TO REACH AN UNDERSERVED CAREGIVER POPULATION. THE CENTER PROVIDES FREE C.N.A. TRAINING CLASSES FOR WORKFORCE DEVELOPMENT WITHIN THE NORTH TEXAS COMMUNITY. IN ADDITION, THE CENTER IS THE ONLY POST-ACUTE CARE PARTNER WITH FWISD TO PROVIDE C.N.A. TRAINING TO JUNIOR-LEVEL STUDENTS. DURING THE 2022-2023 FISCAL YEAR, THE CENTER PROVIDED 154 LIVE EDUCATION CLASSES THAT REACHED 5,101 CAREGIVERS AND FAMILY MEMBERS AND 1,410 HEALTHCARE PROFESSIONALS AND STUDENTS. THE CENTER PROVIDED DIRECT CARE TO 112 PRIVATE RESIDENTS AND 54 VETERAN RESIDENTS OF THE CENTER, AND DAY PROGRAM PARTICIPANTS. THE CENTER MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE IT PROVIDES. IN THE 2022-2023 FISCAL YEAR, THE CENTER PROVIDED CHARITY SUPPORT OF $212,140 AND COMMUNITY EDUCATION (EXCLUDING GRANT SUPPORT PROGRAMS) VALUED AT $142,620 AS PART OF ITS CHARITY CARE PROGRAM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $142,620 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER PROVIDES SUPPORT DELIVERED THROUGH IN-PERSON AND VIRTUAL PROGRAMS, ON-DEMAND VIDEO ACCESS, IN-PERSON CLASSES, PODCASTS, AND BLOGS FOR FAMILIES AND THE COMMUNITY. THIS SUPPORT HAS EXPANDED TO THE STATE OF TEXAS AND SEVERAL OTHER STATES. THE CENTER STARTED A BILINGUAL PROGRAM TO REACH AN UNDERSERVED CAREGIVER POPULATION. THE CENTER PROVIDES FREE C.N.A. TRAINING CLASSES FOR WORKFORCE DEVELOPMENT WITHIN THE NORTH TEXAS COMMUNITY. IN ADDITION, THE CENTER IS THE ONLY POST-ACUTE CARE PARTNER WITH FWISD TO PROVIDE C.N.A. TRAINING TO JUNIOR-LEVEL STUDENTS. DURING THE 2022-2023 FISCAL YEAR, THE CENTER PROVIDED 154 LIVE EDUCATION CLASSES THAT REACHED 5,101 CAREGIVERS AND FAMILY MEMBERS AND 1,410 HEALTHCARE PROFESSIONALS AND STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,064,094 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 58 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 300 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN BRIGAITIS | PersonNm |
| Phone | 8178771199 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUMMIT AVENUE | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KIRK DRIVER | ||||||||
| CHAIR | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AMY PATYK | ||||||||
| CHAIR-ELECT | 3.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL ANNIS | ||||||||
| TREASURER | 3.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KAREN SCHRODER | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RANDALL JOHNSON | ||||||||
| IMMEDIATE PAST CHAIR | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WASCHEVSKI | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GRETCHEN SMITH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EVA BONILLA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL MARKER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA JONES | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JACOB JUBA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER YANDELL | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY SHELLUM | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN HICKS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JARED SLOANE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL HARDING | ||||||||
| PRESIDENT/CEO | 36.00 | 4.00 | Yes (X) | $251,529 | $0 | $30,063 | ||
| KATHRYN BRIGAITIS | ||||||||
| CFO | 38.00 | 2.00 | Yes (X) | $135,852 | $0 | $25,874 | ||
| CATHERINE BROWN | ||||||||
| CHIEF STATEGY OFFICER | 38.00 | 2.00 | $150,740 | $0 | $3,328 | Yes (X) | ||
| TAMI FITGERALD | ||||||||
| HEALTHCARE ADMINISTRATOR | 40.00 | 0.00 | $130,569 | $0 | $18,800 | Yes (X) | ||
| RHONDA PATE | ||||||||
| RN NURSE | 40.00 | 0.00 | $100,024 | $0 | $3,121 | Yes (X) | ||
| MARY SEVIDEZM | ||||||||
| LVN NURSE | 40.00 | 0.00 | $123,105 | $0 | $2,970 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $891,819 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $84,156 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INFINITY PHARMACY SOLUTIONS LLC | |||||
| 3313 ESSEX DRIVE STE 200 | RICHARDSON | TX | 75082 | PHARMACY SERVICES | $340,897 |
| BALCOM AGENCY LLC | |||||
| 1413 RIO GRANDE AVENUE | FORT WORTH | TX | 76102 | MARKETING CONTRACTED SERVICES | $252,220 |
| SHIFTKEY LLC | |||||
| 2816 THOMAS AVENUE 5 | DALLAS | TX | 75204 | CONTRACT LABOR SERVICES | $247,584 |
| SELECT REHABILITATION LLC | |||||
| PO BOX 71985 | CHICAGO | IL | 60694 | REHAB SERVICES | $146,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $347,502 | RelatedOrganizationsAmt |
| Government Grants | $212,533 | GovernmentGrantsAmt |
| All Other Contributions | $619,097 | AllOtherContributionsAmt |
| Total Contributions | $1,179,132 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENTIAL CARE | 623990 | $11,065,810 | $11,065,810 |
| DAY PROGRAM PARTICIPANT | 623990 | $316,007 | $316,007 |
| COMMUNITY SERVICE FEE | 623990 | $215,500 | $215,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,597,317 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,839 | TotalRevenueColumnAmt |
| Exclusion | $9,839 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $160,425 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $160,425 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,425 | TotalRevenueColumnAmt |
| Exclusion | $160,425 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEE | Desc |
| Business | 623990 | BusinessCd |
| Total Revenue Column | $65,525 | TotalRevenueColumnAmt |
| Exclusion | $65,525 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $65,525 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,012,238 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,597,317 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $235,789 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,346 | TotalAmt |
| Program Services | $53,747 | ProgramServicesAmt |
| Management And General | $360,386 | ManagementAndGeneralAmt |
| Fundraising | $102,213 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,398,890 | TotalAmt |
| Program Services | $7,315,849 | ProgramServicesAmt |
| Management And General | $18,004 | ManagementAndGeneralAmt |
| Fundraising | $65,037 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,074 | TotalAmt |
| Program Services | $474,912 | ProgramServicesAmt |
| Management And General | $24,384 | ManagementAndGeneralAmt |
| Fundraising | $10,778 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,158 | TotalAmt |
| Program Services | $531,785 | ProgramServicesAmt |
| Management And General | $27,304 | ManagementAndGeneralAmt |
| Fundraising | $12,069 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,736 | TotalAmt |
| Management And General | $26,736 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,546 | TotalAmt |
| Program Services | $469,441 | ProgramServicesAmt |
| Management And General | $97,842 | ManagementAndGeneralAmt |
| Fundraising | $22,263 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,009 | TotalAmt |
| Program Services | $22,527 | ProgramServicesAmt |
| Management And General | $5,257 | ManagementAndGeneralAmt |
| Fundraising | $10,225 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $556,285 | TotalAmt |
| Program Services | $419,591 | ProgramServicesAmt |
| Management And General | $134,511 | ManagementAndGeneralAmt |
| Fundraising | $2,183 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,897 | TotalAmt |
| Program Services | $326,897 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,160,320 | TotalAmt |
| Program Services | $990,428 | ProgramServicesAmt |
| Management And General | $164,448 | ManagementAndGeneralAmt |
| Fundraising | $5,444 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,064 | TotalAmt |
| Program Services | $130,723 | ProgramServicesAmt |
| Management And General | $32,787 | ManagementAndGeneralAmt |
| Fundraising | $554 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $831,776 | $719,783 | $95,442 | $16,551 |
| VA EXPENSES | $407,509 | $406,840 | $669 | |
| SUPPLIES | $380,729 | $364,637 | $14,384 | $1,708 |
| DIETARY | $361,421 | $361,409 | $12 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538,165 | TotalAmt |
| Program Services | $475,525 | ProgramServicesAmt |
| Management And General | $46,373 | ManagementAndGeneralAmt |
| Fundraising | $16,267 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,377,925 | TotalAmt |
| Program Services | $13,064,094 | ProgramServicesAmt |
| Management And General | $1,048,539 | ManagementAndGeneralAmt |
| Fundraising | $265,292 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $835,554 | BOYAmt |
| EOY | $896,776 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,142 | BOYAmt |
| EOY | $10,349 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,374,993 | BOYAmt |
| EOY | $512,312 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $920,787 | BOYAmt |
| EOY | $679,156 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,952 | BOYAmt |
| EOY | $83,650 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,535,438 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,187,014 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,765,097 | BOYAmt |
| EOY | $13,348,424 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $87,331 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698 | BOYAmt |
| EOY | $1,498 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,005,223 | BOYAmt |
| EOY | $15,619,496 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $938,796 | BOYAmt |
| EOY | $910,848 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,281,206 | BOYAmt |
| EOY | $6,280,934 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,436 | BOYAmt |
| EOY | $144,616 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,356,438 | BOYAmt |
| EOY | $7,336,398 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,650,436 | BOYAmt |
| EOY | $7,210,825 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,998,349 | BOYAmt |
| EOY | $1,072,273 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,648,785 | BOYAmt |
| EOY | $8,283,098 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,005,223 | BOYAmt |
| EOY | $15,619,496 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,365,687 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $983,751 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,900,035 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,930,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,750,313 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,179,132 | CurrentTaxYearAmt |
| Total | $9,743,231 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $983,751 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,900,035 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,930,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,750,313 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,179,132 | CurrentTaxYearAmt |
| Total | $9,743,231 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,056,968 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,686,263 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $317,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $393,346 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $306,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $299,990 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $170,264 | CurrentTaxYearAmt |
| Total | $1,487,591 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $60,326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,525 | CurrentTaxYearAmt |
| Total | $125,851 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,356,673 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $50,612,064 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT FEE - 2021 AMOUNT: $ 60,326. 2022 AMOUNT: $ 65,525. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $282,527 | BeginningYearBalanceAmt |
| Contributions | $427,114 | ContributionsAmt |
| Other Expenditures | $534,453 | OtherExpendituresAmt |
| End Year Balance | $175,188 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $374,493 | BeginningYearBalanceAmt |
| Contributions | $175,476 | ContributionsAmt |
| Other Expenditures | $267,442 | OtherExpendituresAmt |
| End Year Balance | $282,527 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $670,441 | BeginningYearBalanceAmt |
| Contributions | $202,636 | ContributionsAmt |
| Other Expenditures | $498,584 | OtherExpendituresAmt |
| End Year Balance | $374,493 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $774,433 | BeginningYearBalanceAmt |
| Contributions | $301,836 | ContributionsAmt |
| Other Expenditures | $405,828 | OtherExpendituresAmt |
| End Year Balance | $670,441 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $459,368 | BeginningYearBalanceAmt |
| Contributions | $603,099 | ContributionsAmt |
| Other Expenditures | $288,034 | OtherExpendituresAmt |
| End Year Balance | $774,433 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | 0 | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,705,300 | OtherCostOrOtherBasisAmt |
| Book Value | $1,705,300 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,909,622 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,726,232 | DepreciationAmt |
| Book Value | $1,183,390 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,921,147 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,470,589 | DepreciationAmt |
| Book Value | $9,450,558 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,782,709 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,885,301 | DepreciationAmt |
| Book Value | $897,408 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $216,660 | OtherCostOrOtherBasisAmt |
| Depreciation | $104,892 | DepreciationAmt |
| Book Value | $111,768 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,348,424 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| TENANT DEPOSITS | $5,760 |
| TENANT PREPAID RENT | $8,629 |
| DUE TO AFFILIATE | $42,895 |
| LEASE LIABILITY | $87,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $144,616 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER AND JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER FOUNDATION HAVE BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC AND APPLICABLE STATE CODES. THE CENTER'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE CENTER IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE CENTER REPORTS ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES AND FILES ALL PROPER RETURNS RELATED TO THESE ACTIVITIES. |
| PART V, LINE 4 | ENDOWMENTS ARE TO BE USED FOR PROGRAM SERVICES, EMPLOYEE ASSISTANCE, COMMUNITY EDUCATION AND ACQUISITION OF PROPERTY AND EQUIPMENT. THE ENDOWMENTS WERE ALSO USED FOR MAJOR RENOVATIONS OF THE FACILITIES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHERYL HARDING | ||||||||||||||
| PRESIDENT/CEO | $208,477 | $0 | $43,052 | $0 | $0 | $0 | $4,900 | $0 | $25,163 | $0 | $281,592 | $0 | $0 | $0 |
| KATHRYN BRIGAITIS | ||||||||||||||
| CFO | $135,852 | $0 | $0 | $0 | $0 | $0 | $2,820 | $0 | $23,054 | $0 | $161,726 | $0 | $0 | $0 |
| CATHERINE BROWN | ||||||||||||||
| CHIEF STATEGY OFFICER | $150,740 | $0 | $0 | $0 | $0 | $0 | $2,400 | $0 | $928 | $0 | $154,068 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE BOARD OF DIRECTORS DETERMINES THE SALARY OF THE PRESIDENT/CEO. INFORMATION IS OBTAINED FOR SALARIES FOR COMPARABLE POSITIONS IN THE AREA AND ARE USED AS A BASIS FOR SALARY DETERMINATION. |
| PART I, LINE 5 | ONE HIGHEST COMPENSATED EMPLOYEE RECEIVED THEIR FY23 BONUS PAYMENT IN JULY 2023 (FY24) AS IT WAS ACCRUED IN FY23 (VP OF STRATEGIC DEVELOPMENT) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | BEGAN PROVIDING MEDICARE REHABILITATION SERVICES FOR IN-HOUSE RESIDENTS AND ADMITTING SHORT-TERM REHAB ADMITS FOR DEMENTIA SPECIFIC RESIDENTS. CONVERTED OUTSOURCED REHAB THERAPY SERVICES TO IN-HOUSE STAFFING DURING FY23. |
| FORM 990, PART VI, SECTION A, LINE 7A | PER THE BYLAWS, THE SENIOR MINISTER OF THE FIRST PRESBYTERIAN CHURCH OF FORT WORTH SHALL SERVE AS A PERMANENT MEMBER OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 8B | NO COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 FOR THE CENTER IS PRESENTED FOR APPROVAL TO THE FINANCE COMMITTE OF THE CENTER BOARD FOR APPROVAL. THE FOUNDATION 990 IS PRESENTED TO THE FOUNDATION BOARD FOR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT EACH JANUARY AND TO INFORM THE BOARD OF ANY CONFLICTS THAT ARISE DURING THE YEAR. THESE ARE RETAINED BY THE PRESIDENT/DIRECTOR. WHEN A BOARD MEMBER SELF-IDENTIFIES A CONFLICT, THE FULL BOARD OF DIRECTORS IS INFORMED OF IT AND MUST APPROVE IT. THE BOARD THEN DETERMINES THE APPROPRIATE RESPONSE, WHICH GENERALLY WILL INVOLVE THE MEMBER THAT HAS THE CONFLICT EXCUSING THEMSELVES FROM ANY DISCUSSIONS INVOLVING THAT SUBJECT AND ANY VOTES THAT MAY BE REQUIRED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS DETERMINES THE SALARY OF THE PRESIDENT/CEO UPON HIRE AND A COMMITTEE OF THE BOARD REVIEWS PERFORMANCE AND RECOMMENDS MERIT INCREASES ANNUALLY. THE PRESIDENT/CEO AND HUMAN RESOURCES DIRECTOR DETERMINE THE COMPENSATION FOR OTHER OFFICERS & KEY EMPLOYEES. INFORMATION IS OBTAINED FROM SALARY DATA FOR COMPARABLE POSITIONS IN THE AREA AND ARE USED AS A BASIS FOR SALARY RECOMMENDATIONS. THE COMPENSATION OF OFFICERS AND OTHER KEY EMPLOYEES IN THE ORGANIZATION WAS LAST REVIEWED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JLW SENIOR DAY PROGRAMS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUMMIT AVENUE | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752404011 | EIN |
| Primary Activities | SENIOR DAY PROGRAMS | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Total Income | $330,879 | TotalIncomeAmt |
| End Of Year Assets | $3,221,995 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES L WEST PREBYTERIAN SPECIAL CARE CENTER | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES L WEST PRES SPECIAL CARE FDN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUMMIT AVENUE | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752967586 | EIN |
| Primary Activities | TO HOLD AND MAINTAIN INVESTMENTS OF THE CENTER | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JL WEST PRESBYTERIAN SPECIAL CARE CTR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| JAMES L WEST PRES SPECIAL CARE FOUNDATION | ||
| C | $214,528 | AMOUNT RECEIVED |
| JAMES L WEST PRES SPECIAL CARE FOUNDATION | ||
| Q | $65,525 | AMOUNT RECEIVED |
| JAMES L WEST PRES SPECIAL CARE FOUNDATION | ||
| E | $5,630,934 | CONSTRUCTION NOTE BALANCE |