2016-05-16T16:34:20-05:00 2015-06-30 410746749 CLIFTONLARSONALLEN LLP 801 CHERRY STREET SUITE 1400 FORT WORTH TX 76102 990 2014-07-01 752404011 JAMES L WEST PRESBYTERIAN SPECIAL CARE CENTER JAME 8178771199 1111 SUMMIT AVENUE FORT WORTH TX 76102 SUSAN FARRIS EXECUTIVE DIRECTOR 8178771199 2016-05-12 1 MICHAELA J CROMAR CPA P00895728 8178775000 2016-05-12 2014 2016-08-17 19:52:53Z JAMES L WEST ALZHEIMER'S CENTER SUSAN FARRIS 1111 SUMMIT AVENUE FORT WORTH TX 76102 8775810 0 X WWW.JAMESLWEST.ORG X 1993 TX THE PRINCIPAL MISSION OF THE JAMES L. WEST PREBYTERIAN SPECIAL CARE CENTER IS TO PROVIDE SUPPORT AND CARE TO PERSONS SUFFERING FROM ALZHEIMER'S AND RELATED DISORDERS AND TO THEIR FAMILIES. 22 22 157 50 0 0 2740706 2874992 6047386 5690361 -633 -170699 202109 204463 8989568 8599117 0 0 0 0 4737524 4478968 77000 0 124684 2514559 2381874 7329083 6860842 1660485 1738275 11859721 14502362 805895 1710261 11053826 12792101 THE PRINCIPAL MISSION OF THE JAMES L. WEST PRESBYETERIAN SPECIAL CARE CENTER IS TO PROVIDE SUPPORT AND CARE TO PERSONS SUFFERING FROM ALZHEIMER'S AND RELATED DISORDERS AND TO THEIR FAMILIES. 0 0 5973478 5690361 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, 2015 INCLUDED 121 RESIDENTS OF THE FACILITY AND 45 PARTICIPANTS IN SENIOR ADULT DAY CARE. THE CENTER MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE IT PROVIDES. IN THE 2014-2015 FISCAL YEAR IT PROVIDED CHARITY CARE VALUED AT $278,954. 75875 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 2014-2015 FISCAL YEAR, A TOTAL OF 1,592 CAREGIVERS AND FAMILY MEMBERS WERE PROVIDED WITH EDUCATION AND SUPPORT WITH AN ADDITIONAL 1,424 CAREGIVERS ACCESSING OUR ONLINE PODCASTS. 6049353 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 1 36 0 157 1 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X X JAMYE SHAFFER 8178771199 1111 SUMMIT AVENUE FORT WORTH TX 76102 JOHN T AUGHINBAUGH IMMEDIATE PAST CHAIR 2014 4.00 X X 0 0 0 EDWARD E STOCKER SECRETARY - 2014 4.00 X X 0 0 0 MICHAEL ANNIS TREASURER 4.00 1.00 X X 0 0 0 ANN CLINKSCALES DIRECTOR 4.00 X 0 0 0 DAVID GOODROE CHAIRMAN - 2015 4.00 1.00 X X 0 0 0 LAURIE KELFER DIRECTOR 4.00 X 0 0 0 JAMES F KORTH CHAIR ELECT - 2015 4.00 X 0 0 0 EDWARD C LASATER DIRECTOR 4.00 X 0 0 0 KIRK MILLICAN DIRECTOR 4.00 1.00 X 0 0 0 MELISSA MITCHELL DIRECTOR 4.00 X 0 0 0 DR SID O'BRYANT DIRECTOR 4.00 X 0 0 0 JULIE MOTHERAL PATTERSON DIRECTOR 4.00 X 0 0 0 WILLIAM D POTEET III DIRECTOR 4.00 1.00 X 0 0 0 MARK W SMITH SECRETARY - 2015 4.00 X X 0 0 0 LOUIS STRIPLING DIRECTOR 4.00 X 0 0 0 REV KARL B TRAVIS DIRECTOR 4.00 X 0 0 0 DENNIS R JOHNSON IMMEDIATE PAST CHAIR - 2015 4.00 X X 0 0 0 BRAD WALLACE DIRECTOR 4.00 X 0 0 0 GARY COLE 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 RANDALL JOHNSON DIRECTOR 4.00 X 0 0 0 SID LANGE DIRECTOR 4.00 X 0 0 0 CLARK MILLION DIRECTOR 4.00 X 0 0 0 JANET STEEN DIRECTOR 4.00 X 0 0 0 NEVA WILLIAMS DIRECTOR 4.00 X 0 0 0 SUSAN FARRIS EXECUTIVE DIRECTOR 40.00 10.00 X 142987 0 7651 KARANAE SPRADLIN CFO 40.00 10.00 X 95092 0 7651 238079 0 15302 1 0 1 0 ADOLFSON & PETERSON CONSTRUCTION 1600 NORTH COLLINS BLVD SUITE 2000 RICHARDSON TX 75080 CONSTRUCTION CONTRACTOR 1521236 BEN E KEITH 7600 WILL ROGERS BLVD FORT WORTH TX 76140 FOOD SERVICE AND DELIVERY 307670 FELDER SERVICES LLC PO BOX 70171 MOBILE AL 36670 HOUSEKEEPING AND JANITORIAL 299231 3 2273764 601228 2874992 RESIDENTIAL CARE 900099 5538556 5538556 ADULT CARE CENTER 900099 151805 151805 5690361 5994 5994 204463 0 204463 204463 204463 1764 174929 -1764 -174929 -176693 -176693 8599117 5690361 0 33764 264319 38761 194549 31009 3420616 3203632 161195 55789 507319 462830 29394 15095 286714 257839 20423 8452 9923 9923 13000 13000 75256 38653 36603 43156 42196 960 4532 4281 251 431818 431818 2257 1753 504 476134 476134 80459 6380 74079 REPAIRS AND MAINTENANCE 516603 466481 47122 3000 DIETARY 299555 299555 SUPPLIES 191811 176393 15418 VA EXPENSES 80129 80129 157241 54348 92058 10835 6860842 6049353 686805 124684 174479 253171 2369392 2330143 1863357 526907 96937 344521 14146 10063 148748 178879 19149642 10301172 6980102 8848470 212560 2010208 11859721 14502362 345499 1331932 460396 378329 805895 1710261 X 7007274 10921275 4046552 1870826 11053826 12792101 11859721 14502362 1738275 0 X 0 1 X 1 0 X 1339080 2669938 735250 2740706 2874992 10359966 1339080 2669938 735250 2740706 2874992 10359966 981070 9378896 193903 194163 197428 232476 210457 1028427 891 9 900 11389293 28825222 0.82350 0.77750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4046552 406695 2582421 1870826 2981616 2164856 1099920 4046552 2532147 527873 78404 2981616 964520 1635247 67620 2532147 70282 908484 14246 964520 1.00000 0 0 1250100 1250100 11704514 8212688 3491826 231889 220791 11098 1966410 1750994 215416 3996729 116699 3880030 8848470 DUE FROM AFFILIATE 2009508 EMPLOYEE ADVANCES 700 2010208 TENANT DEPOSITS 351829 TENANT PREPAID RENT 26500 378329 X 8635369 36252 36252 8599117 0 8599117 6897094 36252 36252 6860842 0 6860842 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 36,252. PART XII, LINE 2D - OTHER ADJUSTMENTS: REIMBURSEMENTS FROM RELATED PARTY 36,252. 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 130081 0 12906 0 0 0 0 0 7651 0 150638 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. WORTHAM INSURANCE & RISK MANAGEMENT PROVIDER OF COMMERCIAL INSURANCE 82912 EDWARD STOCKER JR. IS AN OFFICER ON THE BOARD OF DIRECTORS. HE HOLDS A MODEST NONCONTROLLING INTEREST IN THE COMPANY THAT PROVIDES COMMERICAL INSURANCE TO THE JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER. HE IS NOT INVOLVED IN THE ISSUANCE OF ANY INSURANCE PROVIDED TO THE CENTER. HE IS EXCUSED FROM ANY MEETING WHILE ISSUES CONCERNING COMMERICAL INSURANCE ARE DISCUSSED. 0 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 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 0 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 2273764 AMOUNT RECEIVED JAMES L WEST PRES SPECIAL CARE FOUNDATION Q 36252 AMOUNT RECEIVED