2012-08-15T11:19:13-05:00 2011-09-30 DIXON HUGHES GOODMAN LLP 4510 COX ROAD SUITE 200 GLEN ALLEN VA 230603394 990 2010-10-01 541744905 JEFFERSON ELDER CARE JEFF 4348175223 674 HILLSDALE DRIVE SUITE 9 CHARLOTTESVILLE VA 22901 LEONARD LOHMAN 4348175237 2012-08-14 1 GARY E ROMER CPA 8042827636 2010 2016-02-24 21:20:13Z MOUTAINSIDE SENIOR LIVING LEONARD LOHMAN 674 HILLSDALE DRIVE SUITE 9 CHARLOTTESVILLE VA 22901 2407080 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 8 113 135 0 0 282686 216387 2263259 2180193 0 0 10500 10500 2556445 2407080 0 0 0 0 1494254 1592274 0 0 0 910596 974532 2404850 2566806 151595 -159726 755757 653449 180451 237869 575306 415580 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 2077253 2190693 ASSISTED LIVING FACILITY - JEFFERSON ELDER CARE MANAGES AN AFFORDABLE ASSISTED LIVING FACILITY FOR THE ELDERY. 2077253 1 1 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 5 0 113 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 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 CONSTANCE PALMER 2.00 X 0 0 0 DR DAVID CHESLER 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 191617 JEFFERSON AREA BOARD FOR AGING 674 HILLSDALE DRIVE CHARLOTTESVILLE VA 22901 MANAGEMENT FEES 163146 2 80329 136058 11897 216387 NET RESIDENT REVENUE 623000 2172503 2172503 OTHER REVENUE 623000 7690 7690 2180193 10500 10500 10500 10500 2407080 2190693 0 0 1387763 1186981 200782 27654 20495 7159 66928 47423 19505 109929 94690 15239 149915 149915 14545 14545 38874 35727 3147 15975 15975 52844 23348 29496 203549 202010 1539 10478 3504 6974 8116 8116 88 88 55278 55278 66002 60833 5169 DIETARY 268503 268503 REPAIRS AND MAINTENANCE 39352 39352 SUPPLIES AND EQUIPMENT 39109 39109 MISCELLANEOUS 9750 9750 BAD DEBT 2154 2154 2566806 2077253 489553 0 169566 71778 45000 30000 8370 3772 47268 49862 577390 187976 435413 389414 50140 108623 755757 653449 131153 127297 28377 49298 82195 180451 237869 X 575306 415580 575306 415580 755757 653449 -159726 0 X X 0 1 1 X 0 X 242512 223518 418542 282686 216387 1383645 242512 223518 418542 282686 216387 1383645 403308 980337 1383645 0.70850 0.73760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 390597 118809 271788 186793 69167 117626 389414 OTHER ACCOUNTS RECEIVABLE 80407 EMPLOYEE LOAN 136 RESIDENT TRUST FUND 28080 108623 DEPOSITS FROM PATIENTS 41795 RESIDENT TRUST FUND 40400 82195 2407080 2566806 -159726 0 -159726 2407080 0 2407080 0 2407080 2566806 0 2566806 0 2566806 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, 2011. 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, 2008 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. FORM 990, PART VI, SECTION A, LINE 4 ON SEPTEMBER 19, 2011 THE BOARD OF DIRECTOR'S AMENDED THE ARTICLES OF INCORPOARTION BY CHANGING THE MAXIMUM NUMBER OF DIRECTORS FROM NINE TO ELEVEN DIRECTORS. THE DIRECTOR TERMS WERE CHANGED TO A THREE YEAR TERM. IN ADDITION,A DIRECTOR WHO HAS SERVED ON THE BOARD OF DIRECTORS FOR TWO THREE-YEAR CONSECUTIVE FULL TERMS SHALL NOT BE ELIGIBLE FOR RE-ELECTION UNTIL AT LEAST ONE YEAR HAS LAPSED. THE BY-LAWS WERE ALSO ADJUSTED TO NOTE THE NEW DIRECTOR TERMS. THE AMENDED BY-LAWS CHANGED THE ANNUAL MEETING FROM FEBRUARY TO SEPTEMBER. LASTLY, THE DIRECTOR'S PARTICIPATION IN MEETINGS CAN INCLUDE PARTICIPATION BY CONFERENCE TELEPHONE, INTERACTIVE COMPUTER NETWORK OR OTHER SIMILAR EQUIPMENT. WRITTEN CONSENTS OF DIRECTORS VIA FACISIMILE OR ELECTRONIC COPY IS VALID. 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 XI, LINE 2C THE ORGANIZATION DID NOT CHANGE THEIR OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.