2019-06-06T12:39:40-05:00 2018-09-30 560747981 DIXON HUGHES GOODMAN LLP 901 EAST CARY STREET SUITE 1000 RICHMOND VA 23219 990 2017-10-01 541744905 JEFFERSON ELDER CARE JEFF 4348175223 674 HILLSDALE DRIVE SUITE 9 CHARLOTTESVILLE VA 22901 LAURENCE F PAXTON CFO 4348175223 2019-05-30 1 LAKRISHA J WATSON P01677333 8042827636 2019-05-30 4.28.226.33 2019-05-30 11:33:42 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 3CD412B09983E39150554DEC6362464A9D6A3E5C 2017 2019-02-21 02:37:17Z MOUTAINSIDE SENIOR LIVING LAURENCE F PAXTON 674 HILLSDALE DRIVE SUITE 9 CHARLOTTESVILLE VA 22901 3651074 0 X N/A X 2002 VA JEFFERSON ELDER CARE'S PURPOSE IS THE IMPROVEMENT OF THE QUALITY OF LIFE OF THE ELDERLY POPULATION IN PLANNING DISTRICT TEN OF THE COMMONWEALTH OF VIRGINIA THROUGH THE PROVISION OF AN AFFORDABLE ASSISTED LIVING FACILITY. 11 11 138 55 0 0 895288 1087722 2429896 2543777 0 0 49671 19575 3374855 3651074 0 0 0 0 1794592 2067805 0 0 85987 1430252 1402939 3224844 3470744 150011 180330 1273823 1699675 411852 657374 861971 1042301 JEFFERSON ELDER CARE'S PURPOSE IS THE IMPROVEMENT OF THE QUALITY OF LIFE OF THE ELDERLY POPULATION IN PLANNING DISTRICT TEN OF THE COMMONWEALTH OF VIRGINIA THROUGH THE PROVISION OF AN AFFORDABLE ASSISTED LIVING FACILITY. 0 0 2772039 2544349 ASSISTED LIVING FACILITY - JEFFERSON ELDER CARE MANAGES AN AFFORDABLE ASSISTED LIVING FACILITY FOR THE ELDERLY. 2772039 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 21 0 1 138 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JABA INC 4348175222 674 HILLSDALE DR CHARLOTTESVILLE VA 22901 DR MARTIN SILVERMAN PRESIDENT 2.00 2.00 X X 0 0 0 CHARLES IX VICE PRESIDENT/SECRETARY 3.00 X X 0 0 0 JOE BERNHEIM MD TREASURER 2.00 X X 0 0 0 TOD ALLEN DIRECTOR 2.00 2.00 X 0 0 0 BRIAN JACKSON DIRECTOR 3.00 2.00 X 0 0 0 GREN KING DIRECTOR 4.00 X 0 0 0 ENID KRIEGER DIRECTOR 2.00 X 0 0 0 ANN MALLEK DIRECTOR 2.00 X 0 0 0 HELEN PLAISANCE DIRECTOR 2.00 X 0 0 0 RAFAEL ROMO DIRECTOR 2.00 X 0 0 0 GORDON WALKER DIRECTOR 2.00 X 0 0 0 LAURENCE PAXTON CFO 6.00 34.00 X 0 92982 15361 MARTA KEANE CEO 5.00 35.00 X 0 118464 18848 0 211446 34209 0 0 0 0 JEFFERSON AREA BOARD FOR AGING 674 HILLSDALE DRIVE CHARLOTTESVILLE VA 22901 MANAGEMENT FEES 225600 US FOODS PO BOX 602215 CHARLOTTE NC 28260 FOOD SERVICES 158382 2 50000 1037722 1087722 NET RESIDENT REVENUE 623000 2543777 2543777 2543777 19803 0 19803 19803 800 19003 OTHER REVENUE 623000 -228 -228 -228 3651074 2544349 0 19003 1834841 1494127 304017 36697 19636 13422 5821 393 71409 47972 22009 1428 141919 115401 23680 2838 225600 225600 9234 9234 21339 21339 173573 130387 43186 50815 8314 42501 106502 49169 55203 2130 245758 196606 49152 5685 4472 1213 16312 11501 4811 11200 11200 110426 88341 22085 39694 26904 12790 DIETARY 260557 260557 REPAIRS AND MAINTENANCE 60645 60645 SUPPLIES AND EQUIPMENT 35293 23852 11441 MISCELLANEOUS 17853 14769 3084 12453 12453 3470744 2772039 612718 85987 85711 141010 179000 4716 72492 103963 22896 37157 1780690 662163 735721 1118527 178003 294302 1273823 1699675 145815 166829 44136 42739 133596 342023 88305 105783 411852 657374 X 686971 867301 175000 175000 861971 1042301 1273823 1699675 180330 0 X 0 0 0 X 341908 608166 394743 895288 1087722 3327827 2628703 2683224 2679114 2459717 2543551 12994309 2970611 3291390 3073857 3355005 3631273 16322136 0 47456 3140 119066 160574 206140 536376 47456 3140 119066 160574 206140 536376 15785760 10100 10600 19500 19850 19803 79853 10100 10600 19500 19850 19803 79853 2980711 3301990 3093357 3374855 3651076 16401989 0.96240 0.97410 0.00490 0.00460 X 0 1 X 1555108 509574 1045534 225582 152589 72993 1118527 CASH HELD FOR RESIDENTS 42740 RESIDENT SECURITY DEPOSITS 105783 CONSTRUCTION IN PROGRESS 142272 OTHER ACCOUNTS RECEIVABLE 3507 294302 RESIDENT DEPOSITS 105783 105783 PART IV, LINE 2B: JEC ACTS IN AN AGENCY CAPACITY FOR RESIDENT FUNDS WHICH ARE HELD BY THE BANK IN THE NAME OF THE ORGANIZATION AND WHICH FUNDS ARE USED FOR THEIR PERSONAL EXPENDITURES. A CORRESPONDING LIABILITY IS RECORDED AS CASH HELD FOR RESIDENTS. THE AMOUNTS ARE HELD IN INTEREST BEARING CASH ACCOUNTS. FORM 990, PART VI, SECTION B, LINE 11B JABA ASSUMES RESPONSIBILITY FOR ALL FINANCIAL REPORTING TO THE BOARD OF JEFFERSON ELDER CARE (JEC). EXTERNAL AUDITORS PREPARE FORM 990 AND PRESENT IT TO JABA. JABA REVIEWS IT IN DRAFT FORM. ONCE REVIEWED, THE 990 HAS HISTORICALLY BEEN PRESENTED TO THE TREASURER OF JEC WHO THEN PRESENTED IT TO THE ENTIRE BOARD OF DIRECTORS FOR JEC. IF THE DIRECTORS HAD ANY QUESTIONS, THE AUDITORS WERE ASKED TO RESPOND DIRECTLY TO THE BOARD AS A WHOLE. ONCE THE BOARD HAD COMPLETED ITS REVIEW, THE AUDITORS FINALIZED THE DOCUMENT, IT WAS REVIEWED AGAIN, SIGNED, AND MAILED TO THE IRS. HOWEVER, DURING CALENDAR YEAR 2018 JEC BECAME FINANCIALLY UNSUSTAINABLE. ON JANUARY 28, 2019 THE JEC BOARD AUTHORIZED SALE OF THE OPERATION. A SALES AGREEMENT WAS SIGNED ON JANUARY 29, 2019, AND DAILY OPERATIONS WERE TRANSFERRED TO THE BUYER ON FEBRUARY 1, 2019. THE JEC BOARD HAS NOT FUNCTIONED SINCE JANUARY 28, 2019. REVIEW OF THIS 990 WAS LIMITED TO THE CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD CHAIRMAN REQUESTS AT EVERY MEETING THAT ALL ATTENDING BOARD MEMBERS DISCLOSE ANY CONFLICT OF INTEREST CONCERNS THAT MAY BE PRESENT FOR MATTERS BROUGHT TO THE BOARD MEETING. ALTHOUGH WE HAVE NOT HAD A CONFLICT OF INTEREST SURFACE, SHOULD ONE OCCUR, THE CHAIRMAN WOULD ASK THE MEMBER TO EXCUSE HIM/HERSELF FOR ANY DISCUSSION OR VOTING ON AN ISSUE THAT MAY QUALIFY. ALL MEMBERS OF THE BOARD OF DIRECTORS MUST FOLLOW THE WRITTEN POLICY COMPLETELY. FORM 990, PART VI, SECTION B, LINE 15 THE MANAGEMENT TEAM REVIEWS ALL SALARY RECOMMENDATIONS AND CHANGES. ANNUALLY, ALL SALARIES ARE REVIEWED DURING THE BUDGET PROCESS. THE DIRECTOR OF OPERATIONS (DOO) REVIEWS THE COMPENSATION PLAN OF THE ADMINISTRATOR OF THE FACILITY. THE ADMINISTRATOR SUBMITS A SELF-EVALUATION FOR THE YEAR AND IDENTIFIES STATUS OF CURRENT GOALS AND OBJECTIVES SET IN THE PREVIOUS YEAR. THE DOO THEN EVALUATES THE ADMINISTRATOR AND RATES THE ACCOMPLISHMENTS AND RECOMMENDS ANY CHANGES OR SUGGESTIONS. THE EVALUATION IS SIGNED BY BOTH PARTIES AND MADE AVAILABLE TO THE BOARD FOR REVIEW. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED UPON VALID REQUEST. JEFFERSON AREA BOARD FOR AGING INC 674 HILLSDALE DRIVE CHARLOTTESVILLE VA 22901 540990078 HELPING SENIORS STAY IN PLACE AND UNDERSTANDING AVAILABLE SERVICES. VA 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0