2017-08-15T12:00:15-05:00 2016-09-30 560747981 DIXON HUGHES GOODMAN LLP 901 EAST CARY STREET SUITE 1000 RICHMOND VA 23219 990 2015-10-01 541744905 JEFFERSON ELDER CARE JEFF 4348175223 674 HILLSDALE DRIVE SUITE 9 CHARLOTTESVILLE VA 22901 LAURENCE F PAXTON CFO 4348175223 2017-08-14 1 CHRISTOPHER T BENNETT P01232201 8042827636 2015 2021-01-29 14:40:06Z MOUTAINSIDE SENIOR LIVING LAURENCE F PAXTON 674 HILLSDALE DRIVE SUITE 9 CHARLOTTESVILLE VA 22901 3093357 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 11 101 65 0 0 608166 394743 2658404 2653952 0 0 35420 44662 3301990 3093357 0 0 0 0 1754309 1618881 0 0 48517 1264634 1360782 3018943 2979663 283047 113694 1123067 1477261 524801 765301 598266 711960 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 2430970 2681514 ASSISTED LIVING FACILITY - JEFFERSON ELDER CARE MANAGES AN AFFORDABLE ASSISTED LIVING FACILITY FOR THE ELDERLY. 2430970 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 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 1 0 0 0 1 28 0 1 101 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 CHARLES IX PRESIDENT 3.00 X X 0 0 0 DR MARTIN SILVERMAN VICE PRESIDENT/SECRETARY 2.00 X X 0 0 0 CHERYL COOPER TREASURER 2.00 X X 0 0 0 MIKE MARSHALL DIRECTOR 2.00 X 0 0 0 HELEN PLAISANCE DIRECTOR 2.00 X 0 0 0 ANN MALLEK DIRECTOR 3.00 X 0 0 0 JOSEPH W RICHMOND JR ESQ DIRECTOR 4.00 2.00 X 0 0 0 BRIAN JACKSON DIRECTOR 2.00 X 0 0 0 JOE BERNHEIM MD DIRECTOR 2.00 X 0 0 0 DIANE HARVEY DIRECTOR 2.00 X 0 0 0 GREN KING DIRECTOR 2.00 X 0 0 0 LEONARD LOHMAN CFO - THROUGH OCTOBER 2015 6.00 34.00 X 0 79750 2300 LAURENCE PAXTON CFO - BEGINNING NOVEMBER 2015 6.00 34.00 X 0 19972 565 MARTA KEANE CEO 5.00 35.00 X 0 127508 4691 0 227230 7556 0 0 0 0 THYSSEN KRUPP ELEVATOR CORP PO BOX 933004 ATLANTA GA 31193 ELEVATOR INSTALL & MAINTAINENCE SERVICE 341651 US FOODS PO BOX 602215 CHARLOTTE NC 28260 FOOD SERVICES 232095 JEFFERSON AREA BOARD FOR AGING 674 HILLSDALE DRIVE CHARLOTTESVILLE VA 22901 MANAGEMENT FEES 175512 3 394743 12078 394743 NET RESIDENT REVENUE 623000 2653952 2653952 2653952 19500 0 19500 19500 2400 17100 OTHER REVENUE 623000 25162 25162 25162 3093357 2681514 0 17100 1433976 1204157 201139 28680 25827 17513 7797 517 43965 31013 12073 879 115113 96841 15970 2302 175512 175512 18350 18350 137159 114582 22577 22616 8841 13775 118204 47611 68229 2364 266432 202550 63882 7043 6006 1037 18019 11326 6693 12870 12870 86543 69234 17309 46662 35855 10807 DIETARY 316385 316385 REPAIRS AND MAINTENANCE 66524 64205 2319 MISCELLANEOUS 42951 8482 34469 SUPPLIES AND EQUIPMENT 25512 20857 4655 2979663 2430970 500176 48517 54611 25033 349311 106176 12569 211382 15694 32810 1257730 452861 512082 804869 178800 296991 1123067 1477261 247454 209714 59013 174624 128574 258596 89760 122367 524801 765301 X 300955 615284 297311 96676 598266 711960 1123067 1477261 113694 0 X X 0 1 X 1 0 X 234345 246183 341908 608166 394743 1825345 2272715 2455798 2628703 2683224 2679114 12719554 2507060 2701981 2970611 3291390 3073857 14544899 0 47456 3140 119066 169662 47456 3140 119066 169662 14375237 9700 10800 10100 10600 19500 60700 9700 10800 10100 10600 19500 60700 2516760 2712781 2980711 3301990 3093357 14605599 0.98420 0.99260 0.00420 0.00370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1051070 339112 711958 206660 113749 92911 804869 CASH HELD FOR RESIDENTS 174624 RESIDENT SECURITY DEPOSITS 122367 296991 RESIDENT DEPOSITS 122367 122367 X 3093357 0 3093357 0 3093357 2979663 0 2979663 0 2979663 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. JEC HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2016. FORM 990, PART VI, SECTION B, LINE 11 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. 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 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0