2015-08-11T14:37:39-05:00 2014-09-30 560747981 DIXON HUGHES GOODMAN LLP 4510 COX ROAD SUITE 200 GLEN ALLEN VA 230603394 990 2013-10-01 541744905 JEFFERSON ELDER CARE JEFF 4348175223 674 HILLSDALE DRIVE SUITE 9 CHARLOTTESVILLE VA 22901 MARTA KEANE CEO 4348175237 2015-08-11 1 CHRISTOPHER T BENNETT CPA P01232201 8042827636 2013 2016-02-25 16:41:14Z MOUTAINSIDE SENIOR LIVING MARTA KEANE 674 HILLSDALE DRIVE SUITE 9 CHARLOTTESVILLE VA 22901 2978611 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 11 118 215 0 0 246183 339808 2439810 2605573 0 -6997 26788 33230 2712781 2971614 0 0 0 0 1598654 1693825 0 0 68809 1160833 1199724 2759487 2893549 -46706 78065 508278 628984 271124 313765 237154 315219 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 2395335 2631103 ASSISTED LIVING FACILITY - JEFFERSON ELDER CARE MANAGES AN AFFORDABLE ASSISTED LIVING FACILITY FOR THE ELDERLY. 2395335 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 1 0 0 0 0 1 0 0 0 1 38 0 1 118 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 CONSTANCE PALMER 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 GORDON WALKER 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 CHIEF FINANCIAL OFFICER 6.00 34.00 X 0 79071 19305 MARTA KEANE CHIEF EXECUTIVE OFFICER 5.00 35.00 X 0 90233 18995 0 169304 38300 0 0 0 0 US FOODS PO BOX 1029 SALEM VA 24153 FOOD SERVICES 187510 JEFFERSON AREA BOARD FOR AGING 674 HILLSDALE DRIVE SUITE 9 CHARLOTTESVILLE VA 22901 MANAGEMENT FEES 169176 2 70290 269518 43956 339808 NET RESIDENT REVENUE 623000 2605573 2605573 2605573 10100 0 10100 10100 2400 7700 6997 -6997 -6997 -6997 OTHER REVENUE 623000 23130 23130 23130 2971614 2631103 0 703 1461613 1250351 182030 29232 25869 19198 6154 517 95356 71584 21865 1907 110987 95901 2220 12866 165547 165547 13430 13430 65141 61354 3787 24578 2244 22334 97671 43608 52110 1953 6451 6451 247986 198389 49597 15348 14455 893 18672 6108 12564 160 160 58693 46954 11739 51502 40273 11229 DIETARY 308550 308550 SUPPLIES AND EQUIPMENT 53114 17222 35892 REPAIRS AND MAINTENANCE 51617 48535 3082 MISCELLANEOUS 21264 5062 16202 2893549 2395335 429405 68809 103631 129702 1000 11827 3148 11139 22889 19893 599535 302915 292659 296620 84951 159803 508278 628984 185552 188355 28233 27347 57339 98063 271124 313765 X 237154 315219 237154 315219 508278 628984 78065 0 X X 0 1 X 1 0 X 282686 216387 234345 246183 341908 1321509 2263259 2180193 2272715 2455798 2628703 11800668 2545945 2396580 2507060 2701981 2970611 13122177 0 19436 929 47456 67821 19436 929 47456 67821 13054356 10500 10500 9700 10800 10100 51600 10500 10500 9700 10800 10100 51600 2556445 2407080 2516760 2712781 2980711 13173777 0.99090 0.98760 0.00390 0.00450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 458612 224518 234094 140923 78397 62526 296620 OTHER ACCOUNTS RECEIVABLE 34593 CASH HELD FOR RESIDENTS 27349 RESIDENT SECURITY DEPOSITS 97861 159803 RESIDENT DEPOSITS 98063 98063 X 2980711 2100 2100 2978611 -6997 -6997 2971614 2902646 2100 6997 9097 2893549 0 2893549 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. JEC HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2014. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. FISCAL YEARS ENDING ON OR AFTER SEPTEMBER 30, 2011 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS -6,997. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 6,997. X 35324 FMV X 1 7812 FMV X MOTORIZED WHE 1 500 FMV X TISSUES 1 120 FMV X SILK FLOWERS 1 100 FMV X ANIMAL HOUSE 1 100 FMV 0 1 0 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 AND SHARES IT WITH ITS BOARD APPOINTED FINANCE COMMITTEE. 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 ASSISTED LIVING 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