2013-08-09T23:43:12-07:00 2012-12-31 990 2012-01-01 561252307 JUBILEE HOUSE COMMUNITY JUBI 8282026869 1019 Troy Medlin Rd Monroe NC 281129449 Sarah Woodard 8282026869 2013-08-09 2012 2016-02-24 21:20:13Z Sarah Junkin Woodard 1019 Troy Medlin Rd Monroe NC 281129449 2674984 0 X www.jhc-cdca.org X 1979 NC Ministry to the poor by meeting human needs, promoting reconciliation, and by accompanying communities in their efforts to become self-sufficient, sustainable, democratic entities. Significant activities focus on sustainable development, reconciliation and advocacy work, and educational opportunities. 15 6 6 144 0 0 540669 338068 2191957 2332624 3825 3743 3205 549 2739656 2674984 1442121 816020 0 0 177331 208018 0 0 16492 740843 2012072 2360295 3036110 379361 -361126 1462230 1790671 465373 340467 996857 1450204 Ministry to the poor by meeting human needs, promoting reconciliation, and by accompanying communities in their efforts to become self-sufficient, sustainable, democratic entities. Significant activities focus on sustainable development, reconciliation and advocacy work, and educational opportunities. 0 0 2629770 804816 2228812 Development Ministries: Sustainable Agriculture with 10 grower groups in COPROEXNIC (2,115 beneficiaries); development of cooperatives with continued trainings in business management (30), participation in international events, and expansion of office capabilities; access to revolving loan fund and expansion of organic credits; participating in rural infrastructure improvements including 92 acres coffee replanting, organic cotton (124,000#), sesame (27 containers), and coffee (29,400#), planting of organic peanuts (1,200 acres); Daily medical clinic provision (7,398 patients), orthopedic referrals (1,690), periodic medical specialists (31) and rural clinics, expansion of dental staff and procedures (1,620), eyeglass fitting (508 patients), green pharmacy, chronic patient care (30%); medical lab tests (2,563); international volunteer participation with 10 delegations. 72441 11204 14026 Reconciliation & Advocacy Work: Hospitality (daily); transport to medical facilities (monthly); neighborhood resources community development (daily); liaison between U.S. donors and Nicaraguan recipients (weekly); family and domestic violence counseling (300 participants); participation in fair trade networks and in developing new contacts (hosted 6 visiting groups); microenterprise loans and projects (as needed); low-income housing assistance (monthly); cross-cultural volunteer placements; elderly in-home outreach service (23 homes weekly); support for terminally ill cancer patient beyond resources of local health system. 140330 0 89786 Education: Quarterly newsletter (14,000 each time); speaking engagements (18 states in the U.S., Ireland, N. Ireland, Taiwan) with power point presentations (107 engagements); brochures, social justice crafts (2,500 viewers); regional / national / international meetings; interns (12) and delegations (10); promoting training and ownership of program by those served; (U.S. / Nicaragua health trainings (16, particularly in asthma, diabetes, sexual health, family planning, and infant care); health trainings in schools (800 students); community mental health trainings (325 participants); initiated a New Mother's support group; maintained a sister school sharing program; presentation of cooperative and organic development to visiting delegations (26 groups); rural development of pilot aquaponics project. 0 0 0 2842541 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 6 1 0 1 NU 0 0 0 0 X 15 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X Sarah Junkin Woodard 8282026869 Jubilee House Community Inc de km 10 Carr N a Leon 2 km abajo Ciudad Sandino MGA NU Sarah Junkin Woodard 1 0 X X 5000 0 4817 Margo P Floerke 0.5 0 X X 5000 0 4817 Becca Mohally Renk 1 0 X X 5000 0 4817 Katherine L Floerke 1 0 X X 5000 0 4817 Kathleen Murdock 0.5 0 X 5000 0 4817 Michael E Woodard 0.5 0 X 5000 0 4817 Paul Mohally Renk 0.5 0 X 0 0 0 Michael C Murdock 0.5 0 X 0 0 0 Nora Laws 0.5 0 X 0 0 0 Rebecca Trowell 0.5 0 X 0 0 0 Alex Francisco 0.5 0 X 0 0 0 Jim Brown 0.5 0 X 0 0 0 Daniel Earl Murdock 0.5 0 X 0 0 0 Michael Adam Waxler 0.5 0 X 0 0 0 Joshua Fisher 0.5 0 X 0 0 0 30000 0 28902 0 0 0 0 0 0 0 0 0 0 338068 93708 338068 Education Program Service Revenue 900099 89786 89786 0 0 Development Ministries - Program Service Revenue 900099 2059913 2059913 0 0 Reconciliation & Advocacy - Program Service Revenue 900099 14026 14026 0 0 Development Ministries - Health - Program Service Revenue 900099 10899 10899 0 0 Loans Received for Program Service Use 900099 158000 158000 0 0 0 0 0 0 2332624 3743 3743 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Reimbursements 900099 549 549 0 0 0 0 0 0 549 2674984 2336916 0 0 0 0 0 0 816020 816020 0 0 0 0 0 0 30000 21000 6000 3000 128668 85779 42889 0 0 0 0 0 47055 0 47055 0 2295 0 2295 0 0 0 0 0 7301 0 7301 0 8732 4366 4366 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 17350 14747 868 1735 12346 8024 3087 1235 3024 1512 1512 0 0 0 0 0 17186 14608 2578 0 167 167 0 0 0 0 0 0 2595 2595 0 0 43596 43596 0 0 0 0 0 0 25420 24403 1017 0 2946 1473 1473 0 Education 97510 86988 0 10522 Development Ministries 1005898 955603 50295 0 Reconciliation & Advocacy Work 63411 57070 6341 0 Loans for Program Service Use 700892 700892 0 0 3698 3698 0 0 3036110 2842541 177077 16492 267494 24175 326091 239716 0 0 567783 972728 687554 133502 300862 554052 1462230 1790671 0 0 28753 36932 322882 167685 113738 135850 465373 340467 X 0 0 0 0 996857 1450204 996857 1450204 1462230 1790671 X -361126 0 0 0 0 814473 X 0 0 0 X 683729 1244321 502539 540669 338068 3309326 0 0 0 0 0 0 0 0 0 0 683729 1244321 502539 540669 338068 3309326 557957 2751369 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3309326 5688230 0.83140 0.83066 X Schedule A, Part II, Section B, line 12: This represents the total during 2008 - 2012 of Part VIII line 12b, related or exempt function revenue. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42464 1083085 1695 0 646004 724 480516 54899 31146 339 0 43320 600 42464 26847 71943 430 0 44321 0 54899 0 97714 30 0 70897 0 26847 0 0 0 0 0 0 0 1 0 0 0 0 0 73057 73057 0 484419 88685 395734 0 0 0 0 0 130078 44817 85261 0 0 0 0 554052 SchD_P05_S00_L04 Schedule D, Part V, Line 4 This quasi-endowment fund was designated by the JHC Board of Directors as a revolving loan fund, to provide low-interest loans to program service recipients and participants. Donor donations and incoming loans are being set apart to build the base of this quasi-endowment fund. As recipients repay their loans, those funds replenish the revolving loan fund. 1 Central America and the Caribbean 1 26 Program Services All program services described in Form 990l Part III, line 4 911308 1 26 911308 Central America and the Caribbean For Development Ministries Program Services: Revolving loans to COPROEXNIC, R.L. for stimulation of Organic agriculture production by small farmer groups and cooperatives. Grants to enable replanting of aging coffee bushes and repaving of harvest drying patio areas. 779591 cash, check, wire bank transfer 0 cash 0 1 Development Ministries - Health: Provision of referrals for orthopedic services and lab tests for individuals from a low-income neighborhood. Central America and the Caribbean 2690 4840 cash 0 cash value Microenterprise Loans - Reconciliation & Advocacy: Provision of small loans for individuals seeking start-up or expanding business costs. Central America and the Caribbean 6 24973 cash, checks 0 cash value Reconciliation & Advocacy: support for terminally ill cancer patient beyond resources of local health system, payment for medicine purchase Central America and the Caribbean 2 6616 cash 0 cash value 0 0 0 0 0 0 SchF_P01_S00_L02 Schedule F, Part I, Line 2 As part of Reconciliation & Advocacy work, microenterprise loans are made to individuals for small business development. Formal requests/applications are received, and grants made. All monies in/out are properly documented with receipts. As part of our health work, medical referrals and assistance for orthopedic treatments, lab tests, and hospital exams are granted. These are made upon the recommendation/referral of our clinic physicians and are noted in patient charts. As part of our Sustainable Development work, organic agricultural production has been stimulated through providing up-front loans to Cooperative members for planting and caring for crops, harvesting, and processing costs, which are then repaid when the crops are sold. Murdock Woodard Floerke founding members JHC Inc general budget - for program services X 19000 14217 0 1 1 Mike Woodard founding member JHC Inc to maintain minimum balances in bank accounts X 8099 8685 0 1 1 Kathleen Murdock founding member JHC Inc loan to revolving loan fund X 6000 6000 0 1 1 Woodard Murdock Floerke founding members JHC Inc for JHC Inc's car leasing held deposit X 8000 8030 0 1 1 36932 X 110 donor assessment X 850 used clothing estimation X 43 3818 meals provided with overnight hospitality - value estimate X 24 62517 donor assessment X office equipment for IT and network support 4 5055 used equipment estimated value X construction tools and supplies for volunteer use 4 1037 donor assessment and used equipment estimation X travel assistance 6 805 price of fuel or other actual costs donated 0 0 0 0 F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 The Jubilee House Community, Inc., operates as a working community, and as such, its directors, officers, and significant employees have always had family relationships with each other, as has been correctly noted in prior 990 Forms. The business relationships between individuals are limited to staff and Board relationships internal to the JHC, Inc., and do not include business relationships with any outside entities. [1] Co-founders of the JHC, Inc (1979) and full-time staff since then (volunteers with stipend), members of Board of Directors: Sarah Junkin Woodard (chairperson), Michael E Woodard, Kathleen Murdock. Kathleen Murdock and Michael Woodard are married to each other. [2] Directors of the JHC, Inc., and full-time staff since 1987 (volunteers with stipend), members of Board of Directors: Margo P Floerke (vice-chair) and Katherine L Floerke (treasurer) are sisters. [3] Directors of the JHC, Inc. since 2007 and volunteers since 2001, Rebecca Mohally Renk (secretary) and full-time staff (volunteer with stipend) is married to Paul Mohally Renk. [4] Directors of the JHC, Inc. since 2008 and volunteers since 1985: Nora L Laws, Rebecca Trowell, and Alex Francisco (parents and adult child). [5]Director of the JHC, Inc. since 2007 and volunteer since 2005, Michael C Murdock is the son of Kathleen Murdock and Michael Woodard. The same is true for Daniel Earl Murdock (Director since 2010 and volunteer since 2008). [6] Director of the JHC, Inc. since 2012 and volunteer since 2004: Michael Waxler, son-in-law of Sarah Junkin Woodard. [7] Directors Jim Brown and Joshua Fisher are not related by family ties, but have both been long-time volunteers. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b Form 990 is completed by the chairperson and treasurer of the Board of Directors, using the JHC, Inc's financial data. Policy questions, governance questions, etc. with their answers are presented to the Board of Directors for review, discussion, and correction as needed at Board meetings. Each member of the Board is welcome to review in detail all information submitted in the 990 Form, provided electronically to each member. Earlier online 990 Forms are also available for public inspection. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c All members of the Board of Directors, and staff, are required to disclose annually all matters that could give rise to conflicts of interest. Officers, directors, and employees, due to the community structure of the organization, are normally aware of any potential conflicts long before they might possibly become an issue. Concerned parties make speak to issues involved during discussion, but defer to decisions made by those not involved, carried out in accordance with the adopted Conflict of Interest Policy as contained in the JHC, Inc. Board Policy Manual. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Top management officials of the JHC, Inc., work as full-time volunteers provided with a stipend and health insurance benefits. As this cash value falls far below any normal compensation levels for similar staff in other organizations, there is no need to evaluate whether or not the compensation is excessive. The compensation level is in accordance with the Mission Statement of the JHC, Inc., and its ministry of service with the poor. Board members and officers serve as uncompensated volunteers. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The Policy Manual of the JHC, Inc., Board of Directors is available upon request. The most recent 990 Form is linked as a PDF download on the JHC website. The public is advised of organizational information and its availability through the JHC, Inc.'s annual report, sent to all major donors and any interested persons who request a copy. Much of this information is also available through the online posting of information with Network for Good (linked on the JHC's website) and updated periodically. F990_P11_S00_L09 Form 990, Part XI, Line 9 These changes are due to adjustments in the fund balance that were executed directly in the balance sheet rather than passing through the income statement. They reflect new construction, new loans made, and loans repaid. The JHC Inc has duly filed for and received the automatic 3-month extension from 15 May until 15 August, by filing Form 8868 in a timely manner. Thus this return is not late. Referenced email: From: <efiletechsupport@urban.org> Date: Mon, Apr 8, 2013 at 1:19 PM Subject: Form 8868 E-filing Receipt - IRS Status: Accepted