2013-08-14T07:56:35-05:00 2012-09-30 560747981 DIXON HUGHES GOODMAN LLP 4510 COX ROAD SUITE 200 GLEN ALLEN VA 230603394 990 2011-10-01 541744905 JEFFERSON ELDER CARE JEFF 4348175223 674 HILLSDALE DRIVE SUITE 9 CHARLOTTESVILLE VA 22901 LEONARD LOHMAN 4348175237 2013-08-12 1 GARY E ROMER CPA P00853755 8042827636 2011 2016-02-24 21:20:13Z MOUTAINSIDE SENIOR LIVING LEONARD LOHMAN 674 HILLSDALE DRIVE SUITE 9 CHARLOTTESVILLE VA 22901 2516760 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 8 8 105 50 0 0 216387 234345 2180193 2266212 0 0 10500 16203 2407080 2516760 0 0 0 0 1592274 1625968 0 0 52032 974532 1022512 2566806 2648480 -159726 -131720 653449 544256 237869 260396 415580 283860 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. 0 0 2065853 2275912 ASSISTED LIVING FACILITY - JEFFERSON ELDER CARE MANAGES AN AFFORDABLE ASSISTED LIVING FACILITY FOR THE ELDERY. 2065853 1 1 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 1 15 0 1 105 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X THE ORGANIZATION 4348175222 674 HILLSDALE DRIVE SUITE 9 CHARLOTTESVILLE VA 22901 X SUSIE HODGSON 2.00 X 0 0 0 KATHERINE TRAHAN 2.00 X 0 0 0 CONSTANCE PALMER 2.00 X X 0 0 0 CHARLES IX 3.00 X X 0 0 0 MIKE MARSHALL 2.00 X 0 0 0 HELEN PLAISANCE 2.00 X 0 0 0 LESLIE REED 3.00 X 0 0 0 JOSEPH RICHMOND JR ESQ 4.00 X X 0 0 0 GORDON WALKER 5.00 X 0 0 0 LEONARD LOHMAN 6.00 X 0 0 0 CHERYL COOPER 8.00 X 0 0 0 0 0 0 0 0 0 0 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 2 80330 154015 6824 234345 NET RESIDENT REVENUE 623000 2266212 2266212 2266212 9700 0 9700 9700 9700 OTHER REVENUE 623000 6503 6503 6503 2516760 2275912 0 6503 1406796 1179098 199562 28136 27777 22112 5109 556 81212 55608 23980 1624 110183 93105 14874 2204 154075 154075 18570 18570 41553 39490 2063 18341 18341 58557 33117 24269 1171 205736 164589 41147 13544 5056 8488 8577 8577 57009 45607 11402 60076 53479 6597 DIETARY 296510 296510 REPAIRS AND MAINTENANCE 41994 41994 SUPPLIES AND EQUIPMENT 36088 36088 MISCELLANEOUS 11882 11882 2648480 2065853 530595 52032 71778 108246 30000 15000 3772 11343 49862 17737 577390 244984 389414 332406 108623 59524 653449 544256 127297 171906 28377 10000 82195 78490 237869 260396 X 415580 283860 415580 283860 653449 544256 -131720 0 X X 0 1 1 X 0 X 223518 418542 282686 216387 234345 1375478 223518 418542 282686 216387 234345 1375478 470895 904583 1375478 0.65760 0.70850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 390597 155659 234938 186793 89325 97468 332406 OTHER ACCOUNTS RECEIVABLE 16835 RESIDENT TRUST FUND 42689 59524 DEPOSITS FROM PATIENTS 35801 RESIDENT TRUST FUND 42689 78490 2516760 2648480 -131720 -131720 2516760 0 2516760 0 2516760 2648480 0 2648480 0 2648480 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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. 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.