2024-04-19T12:57:03-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 5001 SPRING VALLEY ROAD SUITE 600W DALLAS TX 75244 990 2022-07-01 752404011 JAMES L WEST PRESBYTERIAN SPECIAL CARE CENTER JAME 8178771199 1111 SUMMIT AVENUE FORT WORTH TX 76102 CHERYL HARDING PRESIDENT/CEO 8178771199 2024-04-17 1 CHERYL HARDING 999009999 0 RAHIM HABIB P01912003 9723835700 2024-04-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES L WEST CENTER FOR DEMENTIA CARE CHERYL HARDING 1111 SUMMIT AVENUE FORT WORTH TX 76102 13012238 0 X WWW.JAMESLWEST.ORG X 1993 TX PROVIDING SUPPORT & CARE TO THOSE SUFFERING FROM ALZHEIMER'S/RELATED DISORDERS & THEIR FAMILIES. 15 15 300 40 0 0 3750313 1179132 10868695 11597317 138 9839 360178 225950 14979324 13012238 0 0 0 0 7724721 8996468 0 0 265292 5658512 5381457 13383233 14377925 1596091 -1365687 17005223 15619496 7356438 7336398 9648785 8283098 X 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. 1 0 12921474 0 11597317 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. 142620 0 0 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. 13064094 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 58 0 300 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X KATHRYN BRIGAITIS 8178771199 1111 SUMMIT AVENUE FORT WORTH TX 76102 KIRK DRIVER CHAIR 5.00 1.00 X X 0 0 0 AMY PATYK CHAIR-ELECT 3.00 1.00 X X 0 0 0 MICHAEL ANNIS TREASURER 3.00 1.00 X X 0 0 0 KAREN SCHRODER SECRETARY 1.00 0.00 X X 0 0 0 RANDALL JOHNSON IMMEDIATE PAST CHAIR 5.00 1.00 X 0 0 0 MICHAEL WASCHEVSKI DIRECTOR 1.00 0.00 X 0 0 0 GRETCHEN SMITH DIRECTOR 1.00 0.00 X 0 0 0 EVA BONILLA DIRECTOR 1.00 0.00 X 0 0 0 RACHEL MARKER DIRECTOR 1.00 0.00 X 0 0 0 MARTHA JONES DIRECTOR 1.00 0.00 X 0 0 0 JACOB JUBA DIRECTOR 1.00 0.00 X 0 0 0 ROGER YANDELL DIRECTOR 1.00 0.00 X 0 0 0 JAY SHELLUM DIRECTOR 1.00 0.00 X 0 0 0 KATHLEEN HICKS DIRECTOR 1.00 0.00 X 0 0 0 JARED SLOANE DIRECTOR 1.00 0.00 X 0 0 0 CHERYL HARDING PRESIDENT/CEO 36.00 4.00 X 251529 0 30063 KATHRYN BRIGAITIS CFO 38.00 2.00 X 135852 0 25874 CATHERINE BROWN CHIEF STATEGY OFFICER 38.00 2.00 X 150740 0 3328 TAMI FITGERALD HEALTHCARE ADMINISTRATOR 40.00 0.00 X 130569 0 18800 RHONDA PATE RN NURSE 40.00 0.00 X 100024 0 3121 MARY SEVIDEZM LVN NURSE 40.00 0.00 X 123105 0 2970 891819 0 84156 6 0 1 0 INFINITY PHARMACY SOLUTIONS LLC 3313 ESSEX DRIVE STE 200 RICHARDSON TX 75082 PHARMACY SERVICES 340897 BALCOM AGENCY LLC 1413 RIO GRANDE AVENUE FORT WORTH TX 76102 MARKETING CONTRACTED SERVICES 252220 SHIFTKEY LLC 2816 THOMAS AVENUE 5 DALLAS TX 75204 CONTRACT LABOR SERVICES 247584 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 60694 REHAB SERVICES 146350 4 347502 212533 619097 1179132 RESIDENTIAL CARE 623990 11065810 11065810 DAY PROGRAM PARTICIPANT 623990 316007 316007 COMMUNITY SERVICE FEE 623990 215500 215500 11597317 9839 9839 160425 0 160425 160425 160425 MANAGEMENT FEE 623990 65525 65525 65525 13012238 11597317 0 235789 516346 53747 360386 102213 7398890 7315849 18004 65037 510074 474912 24384 10778 571158 531785 27304 12069 26736 26736 589546 469441 97842 22263 38009 22527 5257 10225 556285 419591 134511 2183 326897 326897 1160320 990428 164448 5444 164064 130723 32787 554 REPAIRS AND MAINTENANCE 831776 719783 95442 16551 VA EXPENSES 407509 406840 669 SUPPLIES 380729 364637 14384 1708 DIETARY 361421 361409 12 538165 475525 46373 16267 14377925 13064094 1048539 265292 835554 896776 10142 10349 1374993 512312 920787 679156 97952 83650 26535438 13187014 13765097 13348424 87331 698 1498 17005223 15619496 938796 910848 6281206 6280934 136436 144616 7356438 7336398 X 7650436 7210825 1998349 1072273 9648785 8283098 17005223 15619496 -1365687 0 X 0 1 X 1 1 1 X 983751 1900035 1930000 3750313 1179132 9743231 983751 1900035 1930000 3750313 1179132 9743231 1056968 8686263 317317 393346 306674 299990 170264 1487591 60326 65525 125851 11356673 50612064 0.76490 0.80390 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MANAGEMENT FEE - 2021 AMOUNT: $ 60,326. 2022 AMOUNT: $ 65,525. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 282527 427114 534453 175188 374493 175476 267442 282527 670441 202636 498584 374493 774433 301836 405828 670441 459368 603099 288034 774433 0.00000 0.00000 1.00000 0 1 0 1705300 1705300 7909622 6726232 1183390 12921147 3470589 9450558 3782709 2885301 897408 216660 104892 111768 13348424 TENANT DEPOSITS 5760 TENANT PREPAID RENT 8629 DUE TO AFFILIATE 42895 LEASE LIABILITY 87332 144616 X 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. 1 X 0 0 0 1 0 0 0 0 0 CHERYL HARDING PRESIDENT/CEO 208477 0 43052 0 0 0 4900 0 25163 0 281592 0 0 0 KATHRYN BRIGAITIS CFO 135852 0 0 0 0 0 2820 0 23054 0 161726 0 0 0 CATHERINE BROWN CHIEF STATEGY OFFICER 150740 0 0 0 0 0 2400 0 928 0 154068 0 0 0 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) 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. JLW SENIOR DAY PROGRAMS LLC 1111 SUMMIT AVENUE FORT WORTH TX 76106 752404011 SENIOR DAY PROGRAMS TX 330879 3221995 JAMES L WEST PREBYTERIAN SPECIAL CARE CENTER JAMES L WEST PRES SPECIAL CARE FDN 1111 SUMMIT AVENUE FORT WORTH TX 76102 752967586 TO HOLD AND MAINTAIN INVESTMENTS OF THE CENTER TX 501(C)(3) LINE 12A, I JL WEST PRESBYTERIAN SPECIAL CARE CTR 1 0 0 1 0 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0 JAMES L WEST PRES SPECIAL CARE FOUNDATION C 214528 AMOUNT RECEIVED JAMES L WEST PRES SPECIAL CARE FOUNDATION Q 65525 AMOUNT RECEIVED JAMES L WEST PRES SPECIAL CARE FOUNDATION E 5630934 CONSTRUCTION NOTE BALANCE