2018-05-15T15:47:47-05:00 2017-06-30 410746749 CLIFTONLARSONALLEN LLP 801 CHERRY STREET SUITE 1400 FORT WORTH TX 76102 990 2016-07-01 752404011 JAMES L WEST PRESBYTERIAN SPECIAL CARE CENTER JAME 8178771199 1111 SUMMIT AVENUE FORT WORTH TX 76102 CHERYL HARDING EXECUTIVE DIRECTOR 8178771199 2018-05-11 1 MICHAELA J CROMAR CPA P00895728 8178775000 2018-05-11 67.137.57.251 2018-05-11 11:17:15 CD P 18BC5E18286226E9DF068D3E208D48F3336BB66D 2FD9AEF635F49284691F87E9FE125090855B27AB 2016 2021-01-29 14:40:06Z JAMES L WEST ALZHEIMER'S CENTER CHERYL HARDING 1111 SUMMIT AVENUE FORT WORTH TX 76102 7229298 0 X WWW.JAMESLWEST.ORG X 1993 TX PROVIDING SUPPORT & CARE TO THOSE SUFFERING FROM ALZHEIMER'S/RELATED DISORDERS & THEIR FAMILIES. 18 18 163 55 0 0 498401 820703 5565383 6151898 -654761 -147840 257302 254367 5666325 7079128 0 0 0 0 4626052 4865626 0 0 250374 2740741 3049635 7366793 7915261 -1700468 -836133 16685395 17053502 5593762 6798002 11091633 10255500 X THE JAMES L. WEST CENTER IS A NOT-FOR-PROFIT ORGANIZATION WHICH SERVES PERSONS WITH ALZHEIMER'S DISEASE AND RELATED DISORDERS AND THEIR FAMILIES IN A COMPASSIONATE AND SPIRITUAL ENVIRONMENT. THIS CENTER IS DEDICATED TO PROVIDING INDIVIDUALIZED CARE AND SUPPORT TO ENHANCE THE QUALITY AND DIGNITY OF EACH PERSON'S LIFE THROUGHOUT THE COURSE OF THE DISEASE. BY PARTICIPATING IN MEANINGFUL RESEARCH AND SHARING ITS EXPERIENCE AND KNOWLEDGE, THE CENTER IS COMMITTED TO ENRICHING LIVES NOW AND IN THE FUTURE. 0 0 6588132 6151898 THE JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER PROVIDES SUPPORT AND CARE TO PERSONS SUFFERING FROM ALZHEIMER'S RELATED DISORDERS AND TO THEIR FAMILIES. CLIENTS SERVED FOR THE PERIOD ENDING JUNE 30, 2017 INCLUDED 131 RESIDENTS OF THE FACILITY AND 44 PARTICIPANTS IN SENIOR ADULT DAY CARE. THE CENTER MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE IT PROVIDES. IN THE 2016-2017 FISCAL YEAR IT PROVIDED CHARITY CARE VALUED AT $252,390.00 113881 THE JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER PROVIDES FAMILIES DEALING WITH DEMENTIA THE PERSONALIZED, HANDS-ON SKILLS TO SUCCESSFULLY MANAGE THE EFFECTS OF THE DISEASE IN A HEALTHY MANNER THROUGH A SERIES OF FREE PROGRAMS INCLUDING COMMUNICATION, MANAGING BEHAVIORS, AND STRESS MANAGEMENT. SUPPORT IS PROVIDED BOTH IN THE FORM OF IN-PERSON PROGRAMS, WEBINARS AND PODCASTS. DURING THE 2016-2017 FISCAL YEAR, A TOTAL OF 865 CAREGIVERS AND FAMILY MEMBERS, AND 300 MEDICAL PROFESSIONS STUDENTS WERE PROVIDED WITH EDUCATION AND SUPPORT. 6702013 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 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 33 0 163 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X X CHERYL HARDING 8178771199 1111 SUMMIT AVENUE FORT WORTH TX 76102 JAMES F KORTH CHAIRMAN - 2017 2.00 1.00 X X 0 0 0 DAVID GOODROE CHAIRMAN - 2016 5.00 1.00 X X 0 0 0 DENNIS R JOHNSON IMMEDIATE PAST CHAIR - 2016 3.00 1.00 X X 0 0 0 MICHAEL HOFFMAN SECRETARY - 2017 4.00 X X 0 0 0 RANDALL JOHNSON SECRETARY - 2016 1.00 X X 0 0 0 MICHAEL ANNIS TREASURER 2.00 1.00 X X 0 0 0 JOHN T AUGHINBAUGH DIRECTOR 1.00 X 0 0 0 ANN CLINKSCALES DIRECTOR 1.00 X 0 0 0 GARY COLE DIRECTOR 1.00 X 0 0 0 LESLIE JOHNSON DIRECTOR 1.00 X 0 0 0 JR LABBE DIRECTOR 1.00 X 0 0 0 SID LANGE DIRECTOR 2.00 X 0 0 0 EDWARD C LASATER DIRECTOR 1.00 1.00 X 0 0 0 KIRK MILLICAN DIRECTOR 1.00 X 0 0 0 CLARK MILLION DIRECTOR 1.00 X 0 0 0 MELISSA MITCHELL DIRECTOR 1.00 X 0 0 0 KAREN SCHRODER DIRECTOR 1.00 X 0 0 0 GRETCHEN SMITH DIRECTOR 1.00 X 0 0 0 JANET STEEN DIRECTOR 1.00 X 0 0 0 REV KARL B TRAVIS DIRECTOR 1.00 X 0 0 0 BRAD WALLACE DIRECTOR 1.00 X 0 0 0 SUSAN FARRIS EXECUTIVE DIRECTOR 40.00 10.00 X 129549 0 38861 KIMBERLY PERKINS CFO 40.00 10.00 X 40974 0 6613 JAMYE SHAFFER CFO (OUTGOING) 40.00 10.00 X 53578 0 9251 224101 0 54725 1 0 1 0 ADOLFSON & PETERSON CONSTRUCTION 1600 NORTH COLLINS BLVD SUITE 2000 RICHARDSON TX 75080 CONSTRUCTION CONTRACTOR 3088362 BEN E KEITH 7600 WILL ROGERS BLVD FORT WORTH TX 76140 FOOD SERVICE AND DELIVERY 344322 FELDER SERVICES LLC PO BOX 70171 MOBILE AL 36670 HOUSEKEEPING AND JANITORIAL 295993 GL SEAMAN CO 100 N FOREST PARK BLVD FORT WORTH TX 76102 FURNITURE AND DESIGN 228181 AMERICAN NATIONAL BANK OF TEXAS PO BOX 40 TERRELL TX 75160 BANK FEES 159032 7 252390 568313 5000 820703 RESIDENTIAL CARE 900099 6010058 6010058 ADULT CARE CENTER 900099 141840 141840 6151898 2330 2330 254367 0 254367 254367 254367 150170 -150170 -150170 -150170 7079128 6151898 0 106527 231159 37328 133388 60443 3823506 3581492 100723 141291 498622 480435 11499 6688 312339 273357 24469 14513 20941 20941 13900 13900 76470 42765 31920 1785 23593 23593 18022 1643 15389 990 400229 367316 32017 896 9898 3674 5281 943 163255 163255 738549 677381 59515 1653 83296 3758 79538 REPAIRS AND MAINTENANCE 554502 446506 107846 150 DIETARY 297541 297541 SUPPLIES 215570 214488 1082 VA EXPENSES 173740 173740 260129 76996 162111 21022 7915261 6702013 962874 250374 538182 275399 1338356 838559 242477 68425 418672 434414 6963 9085 154747 132473 24181526 9269059 12397321 14912467 1588677 382680 16685395 17053502 1717989 1737141 3489223 4695661 386550 365200 5593762 6798002 X 10983868 9828360 107765 427140 11091633 10255500 16685395 17053502 -836133 0 X 0 1 X 1 0 X 735250 2740706 2874992 498401 820703 7670052 735250 2740706 2874992 498401 820703 7670052 452832 7217220 197428 232476 210457 260831 256697 1157889 9 9 8827950 29302406 0.81750 0.80060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 107765 405067 85692 427140 1870826 135709 1898770 107765 4046552 406695 2582421 1870826 2981616 2164856 1099920 4046552 2532147 527873 78404 2981616 1.00000 0 0 1250100 1250100 17274569 6927687 10346882 231889 227136 4753 3019394 1997537 1021857 2405574 116699 2288875 14912467 TENANT DEPOSITS 336100 TENANT PREPAID RENT 29100 365200 X 7122623 43495 43495 7079128 0 7079128 7958756 43495 43495 7915261 0 7915261 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 XI, LINE 2D - OTHER ADJUSTMENTS: REIMBURSEMENTS FROM RELATED PARTY 43,495. PART XII, LINE 2D - OTHER ADJUSTMENTS: REIMBURSEMENTS FROM RELATED PARTY 43,495. PART V, LINE 4 ENDOWMENTS ARE TO BE USED FOR PROGRAM SERVICES, EMPLOYEE ASSITANCE, COMMUNITY EDUCATION AND ACQUISITION OF PROPERTY AND EQUIPMENT. THE ENDOWMENTS WERE ALSO USED FOR MAJOR RENOVATIONS OF THE FACILITIES. 1 X X 0 0 0 0 0 0 0 0 0 SUSAN FARRIS EXECUTIVE DIRECTOR 98089 0 14112 0 17348 0 0 0 38861 0 168410 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS DETERMINES THE SALARY OF THE EXECUTIVE DIRECTOR. INFORMATION IS OBTAINED FOR SALARIES FOR COMPARABLE POSITIONS IN THE AREA AND ARE USED AS A BASIS FOR SALARY DETERMINATION. 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 LINE 11A EXPLANATION - THE TAX RETURN IS REVIEWED BY THE CENTER'S CFO AND EXECUTIVE DIRECTOR BEFORE FILING. A COPY OF THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS BEFORE IT IS FILED. 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 EXECUTIVE 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 15A THE BOARD OF DIRECTORS DETERMINES THE SALARY OF THE EXECUTIVE DIRECTOR UPON HIRE AND A COMMITTEE OF THE BOARD REVIEWS PERFORMANCE AND RECOMMENDS MERIT INCREASES ANNUALLY. THE EXECUTIVE DIRECTOR 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. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. 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 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 JAMES L WEST PRES SPECIAL CARE FOUNDATION C 252390 AMOUNT RECEIVED