JEFFERSON ELDER CARE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JEFFERSON ELDER CARE (EIN 54-1744905)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-14
- IRS object ID
- 201312269349300721
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T07:56:35-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560747981 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 COX ROAD SUITE 200 | AddressLine1 |
| City | GLEN ALLEN | City |
| State | VA | State |
| ZIP Code | 230603394 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541744905 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFERSON ELDER CARE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEFF | NameControl |
| Phone | 4348175223 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 674 HILLSDALE DRIVE SUITE 9 | AddressLine1 |
| City | CHARLOTTESVILLE | City |
| State | VA | State |
| ZIP Code | 22901 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEONARD LOHMAN | Name |
| Title | CFO | Title |
| Phone | 4348175237 | Phone |
| Date Signed | 2013-08-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY E ROMER CPA | Name |
| PTIN | P00853755 | PTIN |
| Phone | 8042827636 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUTAINSIDE SENIOR LIVING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LEONARD LOHMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 674 HILLSDALE DRIVE SUITE 9 | AddressLine1 |
| City | CHARLOTTESVILLE | City |
| State | VA | State |
| ZIP Code | 22901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2516760 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2002 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | 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 | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 105 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 216387 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 234345 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2180193 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2266212 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 10500 | OtherRevenuePriorYear |
| Other Revenue Current Year | 16203 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2407080 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2516760 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1592274 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1625968 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 52032 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 974532 | OtherExpensePriorYear |
| Other Expenses Current Year | 1022512 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2566806 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2648480 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -159726 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -131720 | RevenuesLessExpensesCY |
| Total Assets BOY | 653449 | TotalAssetsBOY |
| Total Assets EOY | 544256 | TotalAssetsEOY |
| Total Liabilities BOY | 237869 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 260396 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 415580 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 283860 | NetAssetsOrFundBalancesEOY |
| Mission Description | JEFFERSON ELDER CARES 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2065853 | Expense |
| Revenue | 2275912 | Revenue |
| Description | ASSISTED LIVING FACILITY - JEFFERSON ELDER CARE MANAGES AN AFFORDABLE ASSISTED LIVING FACILITY FOR THE ELDERY. | Description |
| Total Program Service Expense | 2065853 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 15 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 105 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4348175222 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 674 HILLSDALE DRIVE SUITE 9 | AddressLine1 |
| City | CHARLOTTESVILLE | City |
| State | VA | State |
| ZIP Code | 22901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| SUSIE HODGSON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| KATHERINE TRAHAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CONSTANCE PALMER | ||||||
| VICE PRESIDENT/SECRETARY | 2.00 | X | 0 | 0 | 0 | X |
| CHARLES IX | ||||||
| TREASURER | 3.00 | X | 0 | 0 | 0 | X |
| MIKE MARSHALL | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| HELEN PLAISANCE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LESLIE REED | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| JOSEPH RICHMOND JR ESQ | ||||||
| PRESIDENT | 4.00 | X | 0 | 0 | 0 | X |
| GORDON WALKER | ||||||
| CHIEF EXECUTIVE OFFICER | 5.00 | 0 | 0 | 0 | X | |
| LEONARD LOHMAN | ||||||
| CHIEF FINANCIAL OFFICER | 6.00 | 0 | 0 | 0 | X | |
| CHERYL COOPER | ||||||
| CHIEF OPERATING OFFICER | 8.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| US FOODS | |||||
| PO BOX 1029 | SALEM | VA | 24154 | FOOD SERVICES | 197890 |
| JEFFERSON AREA BOARD FOR AGING | |||||
| 674 HILLSDALE DRIVE | CHARLOTTESVILLE | VA | 22901 | MANAGEMENT FEES | 175963 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Government Grants | 80330 | GovernmentGrants |
| All Other Contributions | 154015 | AllOtherContributions |
| Noncash Contributions | 6824 | NoncashContributions |
| Total Contributions | 234345 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET RESIDENT REVENUE | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 2266212 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2266212 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2266212 | TotalProgramServiceRevenue |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 9700 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 9700 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9700 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9700 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 6503 | TotalRevenueColumn |
| Exclusion | $6,503 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6503 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2516760 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2275912 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $6,503 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1406796 | Total |
| Program Services | 1179098 | ProgramServices |
| Management And General | 199562 | ManagementAndGeneral |
| Fundraising | 28136 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27777 | Total |
| Program Services | 22112 | ProgramServices |
| Management And General | 5109 | ManagementAndGeneral |
| Fundraising | 556 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81212 | Total |
| Program Services | 55608 | ProgramServices |
| Management And General | 23980 | ManagementAndGeneral |
| Fundraising | 1624 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110183 | Total |
| Program Services | 93105 | ProgramServices |
| Management And General | 14874 | ManagementAndGeneral |
| Fundraising | 2204 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154075 | Total |
| Management And General | 154075 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18570 | Total |
| Management And General | 18570 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41553 | Total |
| Program Services | 39490 | ProgramServices |
| Management And General | 2063 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18341 | Total |
| Fundraising | 18341 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58557 | Total |
| Program Services | 33117 | ProgramServices |
| Management And General | 24269 | ManagementAndGeneral |
| Fundraising | 1171 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205736 | Total |
| Program Services | 164589 | ProgramServices |
| Management And General | 41147 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13544 | Total |
| Program Services | 5056 | ProgramServices |
| Management And General | 8488 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8577 | Total |
| Management And General | 8577 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57009 | Total |
| Program Services | 45607 | ProgramServices |
| Management And General | 11402 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60076 | Total |
| Program Services | 53479 | ProgramServices |
| Management And General | 6597 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DIETARY | 296510 | 296510 | |
| REPAIRS AND MAINTENANCE | 41994 | 41994 | |
| SUPPLIES AND EQUIPMENT | 36088 | 36088 | |
| MISCELLANEOUS | 11882 | 11882 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2648480 | Total |
| Program Services | 2065853 | ProgramServices |
| Management And General | 530595 | ManagementAndGeneral |
| Fundraising | 52032 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71778 | BOY |
| EOY | 108246 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30000 | BOY |
| EOY | 15000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3772 | BOY |
| EOY | 11343 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49862 | BOY |
| EOY | 17737 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 577390 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 244984 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 389414 | BOY |
| EOY | 332406 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108623 | BOY |
| EOY | 59524 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 653449 | BOY |
| EOY | 544256 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127297 | BOY |
| EOY | 171906 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28377 | BOY |
| EOY | 10000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82195 | BOY |
| EOY | 78490 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 237869 | BOY |
| EOY | 260396 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 415580 | BOY |
| EOY | 283860 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 415580 | BOY |
| EOY | 283860 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 653449 | BOY |
| EOY | 544256 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -131720 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 223518 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 418542 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 282686 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 216387 | CurrentTaxYearMinus1Year |
| Current Tax Year | 234345 | CurrentTaxYear |
| Total | 1375478 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 223518 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 418542 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 282686 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 216387 | CurrentTaxYearMinus1Year |
| Current Tax Year | 234345 | CurrentTaxYear |
| Total | 1375478 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 470895 | AmountsSubstContributorsTotal |
| Public Support Total170 | 904583 | PublicSupportTotal170 |
| Total Support | 1375478 | TotalSupport |
| Public Support Pertcentage170 | 0.65760 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.70850 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 390597 | OtherCostOrOtherBasis |
| Depreciation | 155659 | Depreciation |
| Book Value | 234938 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 186793 | OtherCostOrOtherBasis |
| Depreciation | 89325 | Depreciation |
| Book Value | 97468 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 332406 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| OTHER ACCOUNTS RECEIVABLE | 16835 |
| RESIDENT TRUST FUND | 42689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 59524 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS FROM PATIENTS | $35,801 |
| RESIDENT TRUST FUND | $42,689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 78490 | TotalOfAmounts |
| Total Revenue | 2516760 | TotalRevenue |
| Total Expenses | 2648480 | TotalExpenses |
| Excess Or Deficit For Year | -131720 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -131720 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2516760 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 2516760 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2516760 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2648480 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2648480 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2648480 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | 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, 2012. 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, 2009 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 CHIEF OPERATING OFFICER (COO) 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 COO 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. |
| PART XII, LINE 2C | THE ORGANIZATION DID NOT CHANGE THEIR OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |