2026-05-07T08:53:06-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-07-01 752404011 JAMES L WEST PRESBYTERIAN SPECIAL CARE CENTER JAME 8178771199 1111 SUMMIT AVENUE FORT WORTH TX 76102 CHERYL HARDING PRESIDENT/CEO 8178771199 2026-05-06 1 1 TINA HENTON P00630282 4078021200 2026-05-06 2024 2025-03-06 01:10:19Z JAMES L WEST CENTER FOR DEMENTIA CARE CHERYL HARDING 1111 SUMMIT AVENUE FORT WORTH TX 76102 17364163 0 X WWW.JAMESLWEST.ORG X 1993 TX PROVIDE SUPPORT AND SERVICES TO THOSE SUFFERING FROM ALZHEIMER'S AND DEMENTIA-RELATED DISEASES AS WELL AS PROVIDING SUPPORT AND EDUCATION TO THEIR CAREGIVER(S) AND THE COMMUNITY. 17 17 313 25 0 0 987889 1458334 12884693 15536397 967 5003 88421 364045 13961970 17363779 0 0 0 0 10199671 11082200 0 0 214666 5190647 5563961 15390318 16646161 -1428348 717618 15188798 15619420 8334048 8047052 6854750 7572368 X JAMES L. WEST IS A FAITH INSPIRED, NOT-FOR-PROFIT ORGANIZATION SERVING PERSONS IMPACTED BY DEMENTIA. AS A TRUSTED EXPERT, WE PROVIDE PERSONALIZED, INNOVATIVE CARE AND SUPPORT FOR FAMILIES, AS WELL AS SPECIALIZED EDUCATION FOR CAREGIVERS, HEALTHCARE PROFESSIONALS AND THE COMMUNITY AT LARGE. 0 0 15173514 15519527 THE JAMES L WEST PRESBYTERIAN SPECIAL CARE CENTER PROVIDES SUPPORT AND SERVICES TO THOSE LIVING WITH ALZHEIMER'S AND DEMENTIA-RELATED DISEASES AS WELL AS THEIR CAREGIVER(S). THE JAMES L. WEST TEAM OFFERS HELP AND HOPE FOR THOSE ALREADY AFFECTED BY DEMENTIA AND FOR THOSE WHO MAY BE AFFECTED IN THE FUTURE THROUGH LONG-TERM RESIDENTIAL CARE, SHORT-TERM RESPITE CARE, SENIOR DAY PROGRAM, SPECIALIZED SHORT-TERM REHABILITATION AND FREE DEMENTIA AND CAREGIVER EDUCATION CLASSES OFFERED IN BOTH ENGLISH AND SPANISH. IN ADDITION, OUR RESIDENTIAL CARE SETTING AND DAY PROGRAM SERVE AS A TRAINING GROUND FOR OVER 25 ACADEMIC INSTITUTIONS FOR A VARIETY OF HEALTHCARE PROFESSIONS FROM ENTRY LEVEL PROGRAMS TO TWO MEDICAL SCHOOL RESIDENCY PROGRAMS. 541890 16870 THE JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER PROVIDES FREE SUPPORT DELIVERED THROUGH IN-PERSON AND VIRTUAL EDUCATION, PROFESSIONAL CONTINUING EDUCATION, ON-DEMAND VIDEO ACCESS, DOWNLOADABLE CAREGIVER GUIDES, ONE-ON-ONE CAREGIVER COUNSELING, BLOGS FOR FAMILIES AND THE COMMUNITY, AND FACILITATED SUPPORT GROUPS. DIGITAL RESOURCES AND VIDEOS ARE AVAILABLE 24 HOURS A DAY EXTENDING THE CENTER'S REACH TO CAREGIVING FAMILIES AND PROFESSIONALS ACROSS THE STATE OF TEXAS, MULTIPLE OTHER STATES AND INTERNATIONALLY. THESE ONLINE MATERIALS ARE FREQUENTLY SHARED WITH EXTENDED FAMILY MEMBERS AND COMMUNITY NETWORKS, EXPANDING IMPACT BEYOND MEASURABLE PARTICIPATION. (CONTINUED ON SCHEDULE O)THE CENTER'S BILINGUAL CAREGIVER EDUCATION PROGRAM IMPROVES ACCESS FOR AN UNDERSERVED POPULATION THROUGH CULTURALLY RESPONSIVE DEMENTIA EDUCATION AND BRAIN HEALTH TRAINING. DURING THE 2024-2025 FISCAL YEAR, THE CENTER DELIVERED 164 LIVE EDUCATION CLASSES REACHING 7,623 FAMILY CAREGIVERS AND COMMUNITY MEMBERS INCLUDING BILINGUAL PROGRAMMING, AND 1,813 HEALTHCARE PROFESSIONALS AND STUDENTS. IN ADDITION, THE WEST CENTER OFFERS TWO WEEKLY AND ONE MONTHLY SUPPORT GROUPS THAT AVERAGE 214 MEMBERS PER MONTH. 15715404 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 59 0 1 313 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X CAROLE GRAHAM 8178771199 1111 SUMMIT AVENUE FORT WORTH TX 76102 AMY PATYK CHAIR 5.00 1.00 X X 0 0 0 ROGER YANDELL CHAIR ELECT 3.00 1.00 X X 0 0 0 JAY SHELLUM TREASURER 3.00 1.00 X X 0 0 0 RACHEL MARKER SECRETARY 1.00 0.00 X X 0 0 0 KIRK DRIVER IMMEDIATE PAST CHAIR 5.00 1.00 X 0 0 0 MICHAEL ANNIS DIRECTOR(TERM END 12/2024) 1.00 0.00 X 0 0 0 JONATHAN BERRY DIRECTOR(AS OF 1/1/25) 1.00 0.00 X 0 0 0 BRENDA BEVERIDGE DIRECTOR 1.00 0.00 X 0 0 0 EVA BONILLA DIRECTOR 1.00 0.00 X 0 0 0 PATRICK BORER DIRECTOR(AS OF 1/1/25) 1.00 0.00 X 0 0 0 JAMES EMMONS DIRECTOR(AS OF 1/1/25) 1.00 0.00 X 0 0 0 KATHLEEN HICKS DIRECTOR 1.00 0.00 X 0 0 0 RANDALL JOHNSON DIRECTOR 1.00 1.00 X 0 0 0 MARTHA JONES DIRECTOR 1.00 0.00 X 0 0 0 JACOB JUBA DIRECTOR 1.00 0.00 X 0 0 0 AMY NORMAND DIRECTOR(AS OF 1/1/25) 1.00 0.00 X 0 0 0 BEVERLY POWELL DIRECTOR(AS OF 1/1/25) 1.00 0.00 X 0 0 0 KAREN SCHRODER DIRECTOR(TERM END 12/2024) 1.00 0.00 X 0 0 0 MICHAEL WASCHEVSKI DIRECTOR 1.00 0.00 X 0 0 0 CHERYL HARDING PRESIDENT AND CEO 36.00 4.00 X 271484 0 13323 CAROLE GRAHAM CONTROLLER 38.00 2.00 X 85880 0 6613 CATHERINE BROWN CHIEF STATEGY OFFICER 38.00 2.00 X 157675 0 5965 TAMI FITGERALD HEALTHCARE ADMINISTRATOR 40.00 0.00 X 144126 0 16147 TANISHA MANUEL DIRECTOR OF NURSING 40.00 0.00 X 134899 0 10968 MARY SEVIDEZM LVN NURSE 40.00 0.00 X 116176 0 8820 KRISTIE BOILES VP OF HUMAN RESOURCES 40.00 0.00 X 109573 0 8527 MARY MADISON SEWELL SPEECH THERAPIST 40.00 0.00 X 100447 0 8527 1120260 0 78890 8 0 1 0 INFINITY PHARMACY SOLUTIONS LLC 3313 ESSEX DR SUITE 200 RICHARDSON TX 75082 PHARMACY SERVICES 206009 DAIKIN APPLIED 13600 INDUSTRIAL PARK BLVD MINNEAPOLIS MN 55441 HVAC SERVICES 158309 SHIFTKEY LLC 2816 THOMAS AVENUE 5 DALLAS TX 75204 CONTRACT LABOR SERVICES 115160 3 357045 125580 975709 585 1458334 RESIDENTIAL CARE 623990 14796607 14796607 DAY PROGRAM PARTICIPAN 623990 541920 541920 COMMUNITY SERVICE FEE 623990 181000 181000 EDUCATION 623990 16870 16870 15536397 5387 5387 384 -384 -384 -384 OTHER INCOME 900099 290874 290874 MANAGEMENT FEE 623990 70126 70126 SALON SERVICES 812900 3045 3045 364045 17363779 15536397 0 369048 494258 482649 9686 1923 9086381 8873397 177701 35283 767446 749163 15254 3029 734115 716675 14551 2889 28680 28680 30594 30594 1132123 1016564 32094 83465 230212 165666 7414 57132 631639 485585 143675 2379 57272 57272 249835 249835 732809 623262 104877 4670 177814 144200 33232 382 REPAIRS AND MAINTENANCE 851128 758466 88564 4098 SUPPLIES 507033 492608 13725 700 DIETARY 448339 448325 14 VA EXPENSES 240025 240025 246458 211712 16030 18716 16646161 15715404 716091 214666 991786 2272790 9265 9867 182311 7915 1163304 993933 92004 63798 26754183 14561888 12621255 12192295 128873 78822 15188798 15619420 1083136 1009372 4727220 4556156 2523692 2481524 8334048 8047052 X 6178379 6759003 676371 813365 6854750 7572368 15188798 15619420 717618 0 X X 0 1 X 1 0 X 1930000 3750313 1179132 987889 1458334 9305668 1930000 3750313 1179132 987889 1458334 9305668 636840 8668828 306674 299990 170264 967 5387 783282 60326 65525 85645 364045 575541 10664491 60645117 0.81290 0.81080 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MANAGEMENT FEE - 2021 AMOUNT: $ 60,326. 2022 AMOUNT: $ 65,525. 2023 AMOUNT: $ 70,383. 2024 AMOUNT: $ 70,126. OTHER INCOME - 2023 AMOUNT: $ 15,262. 2024 AMOUNT: $ 290,874. SALON SERVICES - 2024 AMOUNT: $ 3,045. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100746 679640 293437 486949 175188 190842 265284 100746 282527 427114 534453 175188 374493 175476 267442 282527 670441 202636 498584 374493 0.00000 0.00000 1.00000 0 1 0 1705300 1705300 20925766 11181926 9743840 3867468 3240433 627035 255649 139529 116120 12192295 TENANT DEPOSITS 5760 TENANT PREPAID RENT 8629 DUE TO AFFILIATE 2392617 LEASE LIABILITY 74518 2481524 X PART X, LINE 2: THE JAMES L. WEST CENTER FOR DEMENTIA CARE, JLW SENIOR DAY PROGRAMS, LLC AND THE FOUNDATION HAVE BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. THE FOUNDATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). THE CENTER'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE CENTER IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE CENTER REPORTS ANY ACTIVITIES THAT ARE SUBJECT TO TAX OR UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES AND FILES ALL PROPER RETURNS RELATED TO THESE ACTIVITIES. PART V, LINE 4 ENDOWMENTS ARE TO BE USED FOR PROGRAM SERVICES, EMPLOYEE ASSISTANCE, COMMUNITY EDUCATION AND ACQUISITION OF PROPERTY AND EQUIPMENT. THE ENDOWMENTS WERE ALSO USED FOR MAJOR RENOVATIONS OF THE FACILITIES. X X X 1 0 0 1 0 0 0 0 0 CHERYL HARDING PRESIDENT AND CEO 228766 0 42718 0 0 0 0 0 13323 0 284807 0 0 0 CATHERINE BROWN CHIEF STATEGY OFFICER 144628 0 13047 0 0 0 0 0 5965 0 163640 0 0 0 TAMI FITGERALD HEALTHCARE ADMINISTRATOR 132025 0 12101 0 0 0 0 0 16147 0 160273 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS DETERMINES THE SALARY OF THE PRESIDENT/CEO UPON HIRE AND A COMMITTEE OF THE BOARD REVIEWS PERFORMANCE AND RECOMMENDS MERIT INCREASES ANNUALLY. THE PRESIDENT/CEO AND HUMAN RESOURCES DIRECTOR DETERMINE THE COMPENSATION FOR OTHER OFFICERS & KEY EMPLOYEES. INFORMATION IS OBTAINED FROM SALARY DATA FOR COMPARABLE POSITIONS IN THE AREA AND IS USED AS A BASIS FOR SALARY RECOMMENDATIONS. THE COMPENSATION OF OFFICERS AND OTHER KEY EMPLOYEES IN THE ORGANIZATION WAS LAST REVIEWED IN 2025. PART I, LINE 4A KATHRYN BRIGAITIS'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $24,300 FOR SEVERANCE; TERMS AND CONDITIONS WERE AS FOLLOWS: SEVERANCE PAYMENT @ TERMINATION PART I, LINE 5 BONUSES ARE BASED UPON SEVERAL METRICS, ONE OF WHICH IS AN ANALYSIS OF REVENUES. FORM 990, PART VI, SECTION A, LINE 7A PER THE BYLAWS, THE SENIOR MINISTER OF THE FIRST PRESBYTERIAN CHURCH OF FORT WORTH SHALL SERVE AS A PERMANENT MEMBER OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 FOR THE CENTER IS PRESENTED FOR APPROVAL TO THE FINANCE COMMITTEE OF THE CENTER BOARD FOR APPROVAL. THE FOUNDATION 990 IS PRESENTED TO THE FOUNDATION BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT EACH JANUARY AND TO INFORM THE BOARD OF ANY CONFLICTS THAT ARISE DURING THE YEAR. THESE ARE RETAINED BY THE PRESIDENT/DIRECTOR. WHEN A BOARD MEMBER SELF-IDENTIFIES A CONFLICT, THE FULL BOARD OF DIRECTORS IS INFORMED OF IT AND MUST APPROVE IT. THE BOARD THEN DETERMINES THE APPROPRIATE RESPONSE, WHICH GENERALLY WILL INVOLVE THE MEMBER THAT HAS THE CONFLICT EXCUSING THEMSELVES FROM ANY DISCUSSIONS INVOLVING THAT SUBJECT AND ANY VOTES THAT MAY BE REQUIRED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DETERMINES THE SALARY OF THE PRESIDENT/CEO UPON HIRE AND A COMMITTEE OF THE BOARD REVIEWS PERFORMANCE AND RECOMMENDS MERIT INCREASES ANNUALLY. THE PRESIDENT/CEO AND HUMAN RESOURCES DIRECTOR DETERMINE THE COMPENSATION FOR OTHER OFFICERS & KEY EMPLOYEES. INFORMATION IS OBTAINED FROM SALARY DATA FOR COMPARABLE POSITIONS IN THE AREA AND ARE USED AS A BASIS FOR SALARY RECOMMENDATIONS. THE COMPENSATION OF OFFICERS AND OTHER KEY EMPLOYEES IN THE ORGANIZATION WAS LAST REVIEWED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. JLW SENIOR DAY PROGRAMS LLC 1111 SUMMIT AVENUE FORT WORTH TX 76106 752404011 SENIOR DAY PROGRAMS TX 575240 2706316 JAMES L WEST PREBYTERIAN SPECIAL CARE CENTER JAMES L WEST PRES SPECIAL CARE FDN 1111 SUMMIT AVENUE FORT WORTH TX 76102 752967586 TO HOLD AND MAINTAIN INVESTMENTS OF THE CENTER TX 501(C)(3) LINE 12A, I JL WEST PRESBYTERIAN SPECIAL CARE CTR 1 0 0 1 0 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0 JAMES L WEST PRES SPECIAL CARE FOUNDATION C 357045 AMOUNT RECEIVED JAMES L WEST PRES SPECIAL CARE FOUNDATION Q 70126 AMOUNT RECEIVED JAMES L WEST PRES SPECIAL CARE FOUNDATION E 2392617 BASED UPON ACCOUNTING RECORDS