2017-05-15T16:09:15-05:00 2016-06-30 410746749 CLIFTONLARSONALLEN LLP 801 CHERRY STREET SUITE 1400 FORT WORTH TX 76102 990 2015-07-01 752404011 JAMES L WEST PRESBYTERIAN SPECIAL CARE CENTER JAME 8178771199 1111 SUMMIT AVENUE FORT WORTH TX 76102 KIMBERLY PERKINS CFO 8178771199 2017-05-15 1 MICHAELA J CROMAR CPA P00895728 8178775000 2017-05-15 2015 2021-01-29 14:40:06Z JAMES L WEST ALZHEIMER'S CENTER SUSAN FARRIS 1111 SUMMIT AVENUE FORT WORTH TX 76102 6324615 0 X WWW.JAMESLWEST.ORG X 1993 TX PROVIDING SUPPORT & CARE TO THOSE SUFFERING FROM ALZHEIMER'S/RELATED DISORDERS & THEIR FAMILIES. 21 21 158 50 0 0 2874992 498401 5690361 5565383 -170699 -654761 204463 257302 8599117 5666325 0 0 0 0 4478968 4626052 0 0 318295 2381874 2740741 6860842 7366793 1738275 -1700468 14502362 16685395 1710261 5593762 12792101 11091633 THE PRINCIPAL MISSION OF THE JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER IS TO PROVIDE SUPPORT AND CARE TO PERSONS SUFFERING FROM ALZHEIMER'S AND RELATED DISORDERS AND TO THEIR FAMILIES. 0 0 6134207 5565383 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, 2016 INCLUDED 116 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 2015-2016 FISCAL YEAR IT PROVIDED CHARITY CARE VALUED AT $244,114. 99017 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 PROGRAMS INCLUDING COMMUNICATION, MANAGING BEHAVIORS, AND STRESS MANAGEMENT. SUPPORT IS PROVIDED BOTH IN THE FORM OF IN-PERSON PROGRAMS AND ONLINE PODCASTS. DURING THE 2015-2016 FISCAL YEAR, A TOTAL OF 1,471 CAREGIVERS AND FAMILY MEMBERS WERE PROVIDED WITH EDUCATION AND SUPPORT. 6233224 1 1 0 0 0 0 0 0 0 1 1 0 0 1 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 33 0 158 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X X KIMBERLY PERKINS 8178771199 1111 SUMMIT AVENUE FORT WORTH TX 76102 DAVID GOODROE CHAIR 4.00 X X 0 0 0 DENNIS R JOHNSON IMMEDIATE PAST CHAIR 4.00 1.00 X X 0 0 0 JAMES F KORTH CHAIR ELECT 4.00 1.00 X X 0 0 0 RANDALL JOHNSON SECRETARY 4.00 X X 0 0 0 MARK W SMITH SECRETARY - 2015 4.00 X X 0 0 0 MICHAEL ANNIS TREASURER 4.00 1.00 X X 0 0 0 JOHN T AUGHINBAUGH DIRECTOR 4.00 X 0 0 0 ANN CLINKSCALES DIRECTOR 4.00 X 0 0 0 GARY COLE DIRECTOR 4.00 X 0 0 0 MICHAEL HOFFMAN DIRECTOR 4.00 X 0 0 0 MARY ICE DIRECTOR 4.00 X 0 0 0 LESLIE JOHNSON DIRECTOR 4.00 X 0 0 0 JR LABBE DIRECTOR 4.00 X 0 0 0 SID LANGE DIRECTOR 4.00 X 0 0 0 EDWARD C LASATER DIRECTOR 4.00 X 0 0 0 KIRK MILLICAN DIRECTOR 4.00 X 0 0 0 CLARK MILLION DIRECTOR 4.00 X 0 0 0 MELISSA MITCHELL DIRECTOR 4.00 X 0 0 0 DR SID O'BRYAN DIRECTOR 4.00 X 0 0 0 JULIE MOTHERAL PATTERSON DIRECTOR 4.00 X 0 0 0 WILLIAM D POTEET III DIRECTOR 4.00 X 0 0 0 KAREN SCHRODER DIRECTOR 4.00 X 0 0 0 GRETCHEN SMITH DIRECTOR 4.00 X 0 0 0 JANET STEEN DIRECTOR 4.00 X 0 0 0 REV KARL B TRAVIS DIRECTOR 4.00 X 0 0 0 BRAD WALLACE DIRECTOR 4.00 X 0 0 0 SUSAN FARRIS EXECUTIVE DIRECTOR 40.00 10.00 X 147304 0 5937 KARANAE SPRADLIN CFO (OUTGOING) 40.00 10.00 X 86409 0 8279 JAMYE SHAFFER CFO 40.00 10.00 X 15076 0 1182 248789 0 15398 1 0 1 0 ADOLFSON & PETERSON CONSTRUCTION 1600 NORTH COLLINS BLVD SUITE 2000 RICHARDSON TX 75080 CONSTRUCTION CONTRACTOR 3107938 BEN E KEITH 7600 WILL ROGERS BLVD FORT WORTH TX 76140 FOOD SERVICE AND DELIVERY 328297 FELDER SERVICES LLC PO BOX 70171 MOBILE AL 36670 HOUSEKEEPING AND JANITORIAL 291540 3 251692 246709 9587 498401 RESIDENTIAL CARE 900099 5393681 5393681 ADULT CARE CENTER 900099 171702 171702 5565383 3529 3529 257302 0 257302 257302 257302 658290 -658290 -658290 -658290 5666325 5565383 0 -397459 244237 45909 157470 40858 3585667 3387044 53798 144825 495939 471028 15979 8932 300209 276659 14762 8788 24289 24289 13800 13800 94895 41169 50976 2750 35996 27820 508 7668 21231 7210 13895 126 388099 356183 31047 869 6550 1983 3479 1088 89642 89642 572604 523530 47798 1276 80358 5779 74579 REPAIRS AND MAINTENANCE 531085 428589 102365 131 DIETARY 298992 298992 SUPPLIES 206902 204265 2547 90 BAD DEBT EXPENSE 107051 20450 86601 269247 157064 97890 14293 7366793 6233224 815274 318295 253171 538182 2330143 1338356 526907 242477 344521 418672 10063 6963 178879 154747 21403076 9005755 8848470 12397321 2010208 1588677 14502362 16685395 1331932 1717989 3489223 378329 386550 1710261 5593762 X 10921275 10983868 1870826 107765 12792101 11091633 14502362 16685395 -1700468 0 X 0 1 X 1 0 X 2669938 735250 2740706 2874992 498401 9519287 2669938 735250 2740706 2874992 498401 9519287 1020756 8498531 194163 197428 232476 210457 260831 1095355 891 9 900 10615542 28956013 0.80060 0.82350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1870826 135709 1898770 107765 4046552 406695 2582421 1870826 2981616 2164856 1099920 4046552 2532147 527873 78404 2981616 964520 1635247 67620 2532147 1.00000 0 0 1250100 1250100 15679085 6844672 8834413 231889 223963 7926 2777219 1820421 956798 1464783 116699 1348084 12397321 DUE FROM AFFILIATE 1587487 EMPLOYEE ADVANCES 1190 1588677 TENANT DEPOSITS 358050 TENANT PREPAID RENT 28500 386550 X 5710351 44026 44026 5666325 0 5666325 7410819 44026 44026 7366793 0 7366793 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. JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER FOUNDATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). 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 44,026. PART XII, LINE 2D - OTHER ADJUSTMENTS: REIMBURSEMENTS FROM RELATED PARTY 44,026. 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 146989 0 315 0 0 0 0 0 5937 0 153241 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 11 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. THE EXECUTIVE DIRECTOR AND HUMAN RESOURCES DIRECTOR DETERMINE THE COMPENSATION FOR OTHER OFFICERS & KEY EMPLOYEES. INFORMATION IS OBTAINED FOR SALARIES FOR COMPARABLE POSITIONS IN THE AREA AND ARE USED AS A BASIS FOR SALARY RECOMMENDATIONS. THE EXECUTIVE COMMITTEE CAN BE CONSULTED AS NEEDED. 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 11A, 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 251692 AMOUNT RECEIVED