JEFFERSON ELDER CARE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JEFFERSON ELDER CARE (EIN 54-1744905)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-06-04
- IRS object ID
- 201801559349300545
- Schema version
- 2016v3.0
- 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 | 2018-06-04T16:00:24-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 EAST CARY STREET SUITE 1000 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541744905 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFERSON ELDER CARE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEFF | BusinessNameControlTxt |
| Phone | 4348175223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 674 HILLSDALE DRIVE SUITE 9 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURENCE F PAXTON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4348175223 | PhoneNum |
| Signature | 2018-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER T BENNETT | PreparerPersonNm |
| PTIN | P01232201 | PTIN |
| Phone | 8042827636 | PhoneNum |
| Preparation | 2018-04-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moutainside Senior Living | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAURENCE F PAXTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 674 HILLSDALE DRIVE SUITE 9 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,374,855 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 112 | TotalEmployeeCnt |
| Total Volunteers | 165 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $394,743 | PYContributionsGrantsAmt |
| CY Contributions Grants | $895,288 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,653,952 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,429,896 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $44,662 | PYOtherRevenueAmt |
| CY Other Revenue | $49,671 | CYOtherRevenueAmt |
| PY Total Revenue | $3,093,357 | PYTotalRevenueAmt |
| CY Total Revenue | $3,374,855 | 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 | $1,618,881 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,794,592 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $63,411 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,360,782 | PYOtherExpensesAmt |
| CY Other Expenses | $1,430,252 | CYOtherExpensesAmt |
| PY Total Expenses | $2,979,663 | PYTotalExpensesAmt |
| CY Total Expenses | $3,224,844 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $113,694 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $150,011 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,477,261 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,273,823 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $765,301 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $411,852 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $711,960 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $861,971 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,607,654 | ExpenseAmt |
| Revenue | $2,461,117 | RevenueAmt |
| Desc | Assisted living facility - Jefferson Elder Care manages an affordable assisted living facility for the elderly. | Desc |
| Total Program Service Expenses | $2,607,654 | 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 | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 112 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JABA Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4348175222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 674 Hillsdale Dr | AddressLine1Txt |
| City | Charlottesville | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22901 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| Charles Ix | |||||||
| President | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR MARTIN SILVERMAN | |||||||
| Vice President/Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 2.00 |
| Joe Bernheim MD | |||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| cheryl Cooper | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| charles Ix | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| brian Jackson | |||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |
| gren King | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ann mallek | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| helen plaisance | |||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| rick richmond | |||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| rafael romo | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| gordon walker | |||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURENCE PAXTON | |||||||
| CFO | 6.00 | Yes (X) | $0 | $85,001 | $12,546 | 34.00 | |
| Marta Keane | |||||||
| CEO | 5.00 | Yes (X) | $0 | $107,345 | $17,636 | 35.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $192,346 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $30,182 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Jefferson Area Board for Aging | |||||
| 674 Hillsdale Drive | Charlottesville | VA | 22901 | Management fees | $198,900 |
| US Foods | |||||
| PO Box 602215 | Charlotte | NC | 28260 | Food services | $175,475 |
| NURSESPRING | |||||
| 9120 MIDLOTHIAN TURNPIKE | RICHMOND | VA | 23235 | STAFFING AGENCY | $138,703 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $895,288 | AllOtherContributionsAmt |
| Noncash Contributions | $5,832 | NoncashContributionsAmt |
| Total Contributions | $895,288 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Resident Revenue | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $2,429,896 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,429,896 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,429,896 | TotalProgramServiceRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,850 | 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 | $19,850 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,850 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,400 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $18,450 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Revenue | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $29,821 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,821 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $29,821 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,374,855 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,461,117 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,450 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,616,533 | TotalAmt |
| Program Services | $1,311,517 | ProgramServicesAmt |
| Management And General | $272,685 | ManagementAndGeneralAmt |
| Fundraising | $32,331 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,338 | TotalAmt |
| Program Services | $17,204 | ProgramServicesAmt |
| Management And General | $3,707 | ManagementAndGeneralAmt |
| Fundraising | $427 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,919 | TotalAmt |
| Program Services | $17,875 | ProgramServicesAmt |
| Management And General | $12,426 | ManagementAndGeneralAmt |
| Fundraising | $618 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,802 | TotalAmt |
| Program Services | $102,295 | ProgramServicesAmt |
| Management And General | $20,991 | ManagementAndGeneralAmt |
| Fundraising | $2,516 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,900 | TotalAmt |
| Program Services | $198,900 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,396 | TotalAmt |
| Management And General | $13,396 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,029 | TotalAmt |
| Management And General | $23,029 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,507 | TotalAmt |
| Program Services | $235,363 | ProgramServicesAmt |
| Management And General | $23,144 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,643 | TotalAmt |
| Program Services | $5,117 | ProgramServicesAmt |
| Fundraising | $25,526 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,673 | TotalAmt |
| Program Services | $39,601 | ProgramServicesAmt |
| Management And General | $58,079 | ManagementAndGeneralAmt |
| Fundraising | $1,993 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600 | TotalAmt |
| Management And General | $600 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,906 | TotalAmt |
| Program Services | $198,325 | ProgramServicesAmt |
| Management And General | $49,581 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,426 | TotalAmt |
| Program Services | $4,142 | ProgramServicesAmt |
| Management And General | $284 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,180 | TotalAmt |
| Program Services | $4,976 | ProgramServicesAmt |
| Management And General | $7,204 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,540 | TotalAmt |
| Management And General | $7,540 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,876 | TotalAmt |
| Program Services | $79,101 | ProgramServicesAmt |
| Management And General | $19,775 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,849 | TotalAmt |
| Program Services | $39,249 | ProgramServicesAmt |
| Management And General | $14,600 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Dietary | $271,414 | $271,414 | |
| Repairs and maintenance | $58,026 | $55,023 | $3,003 |
| Miscellaneous | $31,749 | $12,424 | $19,325 |
| Supplies and equipment | $19,538 | $15,128 | $4,410 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,224,844 | TotalAmt |
| Program Services | $2,607,654 | ProgramServicesAmt |
| Management And General | $553,779 | ManagementAndGeneralAmt |
| Fundraising | $63,411 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,033 | BOYAmt |
| EOY | $85,711 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,176 | BOYAmt |
| EOY | $179,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,382 | BOYAmt |
| EOY | $72,492 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,810 | BOYAmt |
| EOY | $22,896 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,287,458 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $551,737 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $804,869 | BOYAmt |
| EOY | $735,721 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,991 | BOYAmt |
| EOY | $178,003 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,477,261 | BOYAmt |
| EOY | $1,273,823 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,714 | BOYAmt |
| EOY | $145,815 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,624 | BOYAmt |
| EOY | $44,136 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,596 | BOYAmt |
| EOY | $133,596 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,367 | BOYAmt |
| EOY | $88,305 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $765,301 | BOYAmt |
| EOY | $411,852 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $615,284 | BOYAmt |
| EOY | $686,971 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,676 | BOYAmt |
| EOY | $175,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $711,960 | BOYAmt |
| EOY | $861,971 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,477,261 | BOYAmt |
| EOY | $1,273,823 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $150,011 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $246,183 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $341,908 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $608,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $394,743 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $895,288 | CurrentTaxYearAmt |
| Total | $2,486,288 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,455,798 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,628,703 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,683,224 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,679,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,459,717 | CurrentTaxYearAmt |
| Total | $12,906,556 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,701,981 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,970,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,291,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,073,857 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,355,005 | CurrentTaxYearAmt |
| Total | $15,392,844 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $47,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,066 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,574 | CurrentTaxYearAmt |
| Total | $330,236 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $47,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,066 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,574 | CurrentTaxYearAmt |
| Total | $330,236 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $15,062,608 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,850 | CurrentTaxYearAmt |
| Total | $70,850 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,850 | CurrentTaxYearAmt |
| Total | $70,850 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,712,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,980,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,301,990 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,093,357 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,374,855 | CurrentTaxYearAmt |
| Total | $15,463,694 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97410 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98420 | PublicSupportPY509Pct |
| Investment Income CY | 0.00460 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00420 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,080,798 | OtherCostOrOtherBasisAmt |
| Depreciation | $418,913 | DepreciationAmt |
| Book Value | $661,885 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $206,660 | OtherCostOrOtherBasisAmt |
| Depreciation | $132,824 | DepreciationAmt |
| Book Value | $73,836 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $735,721 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Cash held for residents | $44,136 |
| resident security deposits | $88,305 |
| CONSTRUCTION IN PROGRESS | $42,024 |
| OTHER ACCOUNTS RECEIVABLE | $3,538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $178,003 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Resident Deposits | Desc |
| Amt | $88,305 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $88,305 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,374,855 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,374,855 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,374,855 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,224,844 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,224,844 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,224,844 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| Part X, Line 2: | JEC is exempt from income tax under Internal Revenue Code Section 501(c)(3) and the tax statutes of the Commonwealth of Virginia. Accordingly, the accompanying financial statements do not reflect a provision or liability for federal and state income taxes. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, it is then presented to the Treasurer of JEC who then presents it to the entire board of directors for JEC. If the directors have any questions, the auditors are asked to respond directly to the board as a whole. Once the board has completed its review, the auditors finalize the document, it is reviewed again, signed, and mailed to the IRS. |
| 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. |
| Form 990, Part XII, Line 2c: | The Organization did not change their oversight process or selection process during the tax year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jefferson Area Board for Aging Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 674 Hillsdale Drive | AddressLine1Txt |
| City | Charlottesville | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540990078 | EIN |
| Primary Activities | Helping seniors stay in place and understanding available services. | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |