JEFFERSON AREA BOARD FOR AGING INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JEFFERSON AREA BOARD FOR AGING INC (EIN 54-0990078)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-03-28
- IRS object ID
- 202520879349300122
- Schema version
- 2023v6.0
- 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) |
|---|---|---|
| Return | 2025-03-28T10:57:17-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540504608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN EDWARDS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1909 FINANCIAL DRIVE | AddressLine1Txt |
| City | HARRISONBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540990078 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFERSON AREA BOARD FOR AGING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEFF | BusinessNameControlTxt |
| Phone | 4348175222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 674 HILLSDALE DR 9 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DABNEY WELLFORD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4348175222 | PhoneNum |
| Signature | 2025-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R FRIES | PreparerPersonNm |
| PTIN | P01320612 | PTIN |
| Phone | 5404346736 | PhoneNum |
| Preparation | 2025-03-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DABNEY WELLFORD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 674 HILLSDALE DR 9 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,267,030 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JABACARES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | PROMOTING, ESTABLISHING AND PRESERVING SUSTAINABLE COMMUNITIES FOR HEALTHY AGING THAT BENEFIT INDIVIDUALS AND FAMILIES OF ALL AGES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 117 | TotalEmployeeCnt |
| Total Volunteers | 754 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $917,555 | PYContributionsGrantsAmt |
| CY Contributions Grants | $535,766 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $742,589 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,116,319 | CYProgramServiceRevenueAmt |
| PY Investment Income | $102,998 | PYInvestmentIncomeAmt |
| CY Investment Income | $254,014 | CYInvestmentIncomeAmt |
| PY Other Revenue | $465,843 | PYOtherRevenueAmt |
| CY Other Revenue | $349,550 | CYOtherRevenueAmt |
| PY Total Revenue | $2,228,985 | PYTotalRevenueAmt |
| CY Total Revenue | $2,255,649 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,181,685 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,449,118 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $185,139 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,265,193 | PYOtherExpensesAmt |
| CY Other Expenses | $1,051,390 | CYOtherExpensesAmt |
| PY Total Expenses | $2,446,878 | PYTotalExpensesAmt |
| CY Total Expenses | $2,500,508 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$217,893 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$244,859 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,734,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,245,776 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $190,395 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $170,961 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,544,348 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,074,815 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROMOTING, ESTABLISHING AND PRESERVING SUSTAINABLE COMMUNITIES FOR HEALTHY AGING THAT BENEFIT INDIVIDUALS AND FAMILIES OF ALL AGES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,076,629 | ExpenseAmt |
| Revenue | $1,454,488 | RevenueAmt |
| Desc | ESTABLISHED IN 1975 AS A FEDERALLY-MANDATED AREA AGENCY ON AGING, THE JEFFERSON AREA BOARD FOR AGING (JABA) HAS SERVED SENIORS, ADULTS WITH DISABILITIES AND CAREGIVERS AS A PROVIDER OF INFORMATION, SERVICES AND ADVOCACY THROUGHOUT CENTRAL VIRGINIA. OUR MISSION IS TO PROMOTE, ESTABLISH AND PRESERVE SUSTAINABLE COMMUNITIES FOR HEALTHY AGING THAT BENEFIT INDIVIDUALS AND FAMILIES OF ALL AGES. TO ACHIEVE OUR MISSION, JABA OFFERS A WIDE RANGE OF SERVICES THAT HELP OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES STAY ACTIVE IN THEIR COMMUNITIES AND REMAIN LIVING AT HOME FOR AS LONG AS POSSIBLE, PREVENTING OR DELAYING THE NEED FOR HIGH-COST INSTITUTIONALIZATION IN LONG-TERM CARE FACILITIES. IN 1986, JABA CREATED JABA, INC., A 501(C)(3) NON-PROFIT, TO RAISE FUNDS FROM PRIVATE SOURCES TO ENHANCE OUR PROGRAMS AND SERVE THE GROWING NUMBER OF SENIORS IN OUR AREA. KEY PROGRAMS INCLUDE ADULT CARE CENTERS, COMMUNITY SENIOR CENTERS, MEDICARE AND AFFORDABLE CARE ACT (ACA) INSURANCE COUNSELING, HOME DELIVERED MEALS, INFORMATION AND ASSISTANCE THROUGH OUR SENIOR HELPLINE, LONG-TERM CARE OMBUDSMAN PROGRAM, HEALTH SERVICES AND A VIBRANT VOLUNTEER PROGRAM. JABA, INC. PLACES TOP PRIORITY IN SERVING THOSE IN GREATEST NEED, WITH PARTICULAR ATTENTION TO LOW INCOME, MINORITY AND RURAL POPULATIONS OVER THE AGE OF 60. OUR SERVICES ARE PROVIDED REGARDLESS OF ABILITY TO PAY. DURING THE CURRENT FISCAL YEAR WE WERE ABLE TO ASSIST OVER 16,000 INDIVIDUALS IN OUR SERVICE AREA OF CHARLOTTESVILLE AND ALBEMARLE, FLUVANNA, GREENE, LOUISA AND NELSON COUNTIES. | Desc |
| Total Program Service Expenses | $2,076,629 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 117 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4348175222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 674 HILLSDALE DR 9 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22901 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| GIBSON JR ME DICK | ||||||
| CHAIRMAN | 2.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MCCUSKER JEANNE | ||||||
| VICE CHAIR | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRUGH RICHARD CHUCK | ||||||
| TREASURER | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREENE-MORRIS JOHNSA | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ARMSTRONG WANDA | ||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |
| BACA SR CHRISTOPHER CHRIS | ||||||
| DIRECTOR | 2.30 | Yes (X) | $0 | $0 | $0 | |
| DOWNS JENN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HUTCHINSON DAWN | ||||||
| DIRECTOR | 1.40 | Yes (X) | $0 | $0 | $0 | |
| COSTIGAN PETE | ||||||
| DIRECTOR | 2.20 | Yes (X) | $0 | $0 | $0 | |
| D'EARTH JOHN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRIEDMAN SUE | ||||||
| DIRECTOR | 1.20 | Yes (X) | $0 | $0 | $0 | |
| GENTRY ROD | ||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |
| JONES RACHEL | ||||||
| DIRECTOR | 0.70 | Yes (X) | $0 | $0 | $0 | |
| BONDS DENISE | ||||||
| DIRECTOR | 1.20 | Yes (X) | $0 | $0 | $0 | |
| WADE JUANDIEGO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MOWAT CAMERON | ||||||
| DIRECTOR | 1.40 | Yes (X) | $0 | $0 | $0 | |
| WINGET-HERNANDEZ MICHAEL | ||||||
| DIRECTOR | 1.30 | Yes (X) | $0 | $0 | $0 | |
| LINDSAY MD RICHARD DICK | ||||||
| DIRECTOR | 1.40 | Yes (X) | $0 | $0 | $0 | |
| MCKEEL DIANTHA | ||||||
| DIRECTOR | 1.40 | Yes (X) | $0 | $0 | $0 | |
| MURPHY ROBERT | ||||||
| DIRECTOR | 1.60 | Yes (X) | $0 | $0 | $0 | |
| PHILLIPS PHD ELAYNE | ||||||
| DIRECTOR | 1.20 | Yes (X) | $0 | $0 | $0 | |
| REED ERNIE | ||||||
| DIRECTOR | 1.20 | Yes (X) | $0 | $0 | $0 | |
| MCDONALD KIMBERLYN | ||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |
| SHORT MARGARET MAGGIE | ||||||
| DIRECTOR | 1.80 | Yes (X) | $0 | $0 | $0 | |
| QUILLEN DANA | ||||||
| DIRECTOR | 0.70 | Yes (X) | $0 | $0 | $0 | |
| KEANE MARTA | ||||||
| CEO | 55.00 | Yes (X) | $149,979 | $0 | $19,690 | |
| WELLFORD JR DABNEY | ||||||
| CFO | 50.00 | Yes (X) | $108,194 | $0 | $28,655 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $258,173 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $48,345 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PUR FOODS LLC DBA MOM'S MEALS | |||||
| 3210 SE CORPORATE WOODS DRIVE | ANKENY | IA | 50021 | HOME DELIVERED MEALS | $339,080 |
| US FOODS INC | |||||
| PO BOX 602215 | CHARLOTTE | NC | 28260 | MEALS | $119,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $14,147 | GovernmentGrantsAmt |
| All Other Contributions | $521,619 | AllOtherContributionsAmt |
| Total Contributions | $535,766 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CLIENT FEES | 624100 | $819,863 | $819,863 |
| MEALS REVENUE | 624100 | $240,321 | $240,321 |
| CONTRACT REVENUE | 624100 | $39,121 | $39,121 |
| MANAGEMENT AND DEVELOP | 531390 | $17,014 | $17,014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,116,319 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,869 | TotalRevenueColumnAmt |
| Exclusion | $99,869 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $499,813 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $499,813 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $499,813 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $499,813 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $165,526 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $11,381 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $165,526 | SecuritiesAmt |
| Other | -$11,381 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $154,145 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$11,381 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $165,526 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS REVENUE | 624100 | $23,958 | $23,958 |
| INVESTMENT IN VENTURES | 900099 | -$174,221 | -$174,221 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$150,263 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,255,649 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,454,488 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $265,395 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,590 | TotalAmt |
| Program Services | $39,477 | ProgramServicesAmt |
| Management And General | $78,954 | ManagementAndGeneralAmt |
| Fundraising | $13,159 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,071,105 | TotalAmt |
| Program Services | $901,954 | ProgramServicesAmt |
| Management And General | $62,742 | ManagementAndGeneralAmt |
| Fundraising | $106,409 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,055 | TotalAmt |
| Program Services | $27,928 | ProgramServicesAmt |
| Management And General | $5,789 | ManagementAndGeneralAmt |
| Fundraising | $5,338 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,987 | TotalAmt |
| Program Services | $88,661 | ProgramServicesAmt |
| Management And General | $18,379 | ManagementAndGeneralAmt |
| Fundraising | $16,947 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,381 | TotalAmt |
| Program Services | $59,624 | ProgramServicesAmt |
| Management And General | $12,360 | ManagementAndGeneralAmt |
| Fundraising | $11,397 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,636 | TotalAmt |
| Program Services | $4,636 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,480 | TotalAmt |
| Program Services | $29,480 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,328 | TotalAmt |
| Program Services | $25,424 | ProgramServicesAmt |
| Management And General | $7,904 | ManagementAndGeneralAmt |
| Fundraising | $5,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,819 | TotalAmt |
| Program Services | $49,406 | ProgramServicesAmt |
| Fundraising | $5,413 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,568 | TotalAmt |
| Program Services | $72,882 | ProgramServicesAmt |
| Management And General | $8,534 | ManagementAndGeneralAmt |
| Fundraising | $3,152 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,553 | TotalAmt |
| Program Services | $182,971 | ProgramServicesAmt |
| Management And General | $10,703 | ManagementAndGeneralAmt |
| Fundraising | $5,879 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,083 | TotalAmt |
| Program Services | $9,639 | ProgramServicesAmt |
| Management And General | $1,563 | ManagementAndGeneralAmt |
| Fundraising | $2,881 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,477 | TotalAmt |
| Program Services | $148,843 | ProgramServicesAmt |
| Management And General | $1,634 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,082 | TotalAmt |
| Program Services | $20,754 | ProgramServicesAmt |
| Management And General | $28,328 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEAL COSTS | $257,735 | $255,812 | $1,741 | $182 |
| MISCELLANEOUS AND ALLOC | $78,191 | $77,882 | $109 | $200 |
| MAINTENANCE | $75,631 | $75,631 | ||
| DUES AND SUBSCRIPTIONS | $8,807 | $0 | $0 | $8,807 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Program Services | $5,625 | ProgramServicesAmt |
| Fundraising | $375 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500,508 | TotalAmt |
| Program Services | $2,076,629 | ProgramServicesAmt |
| Management And General | $238,740 | ManagementAndGeneralAmt |
| Fundraising | $185,139 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,229,913 | BOYAmt |
| EOY | $1,317,680 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,457 | BOYAmt |
| EOY | $11,503 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,125 | BOYAmt |
| EOY | $353,259 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,761,304 | BOYAmt |
| EOY | $1,555,235 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $26,029 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,080,689 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,627,397 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,576,103 | BOYAmt |
| EOY | $1,453,292 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,919,357 | BOYAmt |
| EOY | $3,860,479 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,842,384 | BOYAmt |
| EOY | $1,668,299 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,734,743 | BOYAmt |
| EOY | $10,245,776 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,336 | BOYAmt |
| EOY | $126,827 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $584 | BOYAmt |
| EOY | $41,020 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,475 | BOYAmt |
| EOY | $3,114 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,395 | BOYAmt |
| EOY | $170,961 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,111,633 | BOYAmt |
| EOY | $9,646,715 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,715 | BOYAmt |
| EOY | $428,100 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,544,348 | BOYAmt |
| EOY | $10,074,815 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,734,743 | BOYAmt |
| EOY | $10,245,776 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$244,859 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $775,771 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$445 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $535,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,299,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,682,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $917,555 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $535,766 | CurrentTaxYearAmt |
| Total | $4,970,731 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $535,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,299,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,682,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $917,555 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $535,766 | CurrentTaxYearAmt |
| Total | $4,970,731 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $340,162 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,630,569 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $427,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $452,141 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $627,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $542,643 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $599,682 | CurrentTaxYearAmt |
| Total | $2,650,224 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,620,955 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,268,092 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68120 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $461,745 | OtherCostOrOtherBasisAmt |
| Book Value | $461,745 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,957,607 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,195,579 | DepreciationAmt |
| Book Value | $762,028 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $661,337 | OtherCostOrOtherBasisAmt |
| Depreciation | $431,818 | DepreciationAmt |
| Book Value | $229,519 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,453,292 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN TIMBERLAKE PLACE LLC | $1,159,932 | C |
| INVESTMENT IN BERRA WOODS LLC | $52,388 | C |
| INVESTMENT IN NELSON CENTER LLC | $691,797 | C |
| INVESTMENT IN RYAN SCHOOL APTS LLC | -$236,318 | C |
| INVESTMENT IN ALLANCE SENIOR MANAGEMENT LLC | $500 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $1,668,299 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| Amt | $3,114 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,114 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,044,061 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $775,771 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,260 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $11,381 | OtherRevenueAmt |
| Revenue Not Reported | $788,412 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,255,649 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,255,649 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,513,149 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,260 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $11,381 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $12,641 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,500,508 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,500,508 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL ACTIVITY NETTED ON FINANCIAL STATEMENTS LOSS ON DISPOSAL OF FIXED ASSETS REPORTED AS EXPENSE ON FINANCIAL STATEMENT 11,381. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL ACTIVITY NETTED ON FINANCIAL STATEMENTS LOSS ON DISPOSAL OF FIXED ASSETS REPORTED AS EXPENSE ON FINANCIAL STATEMENT 11,381. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEANE MARTA | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $149,979 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $10,495 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,195 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $169,669 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT OF THE 990 IS REVIEWED BY THE MANAGEMENT STAFF OF JABA. THE 990 REPORT IS TAKEN TO THE FINANCE COMMITTEE FOR REVIEW, AFTER WHICH THE 990 IS SENT OUT TO THE FULL BOARD. THE 990 IS THEN FILED WITH 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 BEFORE THE BOARD AT THE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION PLAN OF THE CHIEF EXECUTIVE OFFICER (CEO). THE CEO SUBMITS A WRITTEN EVALUATION TO THE BOARD OF DIRECTORS AT THE CONCLUSION OF THE FISCAL YEAR. THE BOARD REVIEWS THE SELF-EVALUATION AND ADDS THEIR COMMENTS. INDIVIDUAL PERFORMANCE AS WELL AS OVERALL ORGANIZATIONAL ACCOMPLISHMENTS ARE CONSIDERED IN DETERMINING CEO COMPENSATION. SEPARATELY, IN ACCORDANCE WITH THE AUDIT CHARTER, THE AUDIT COMMITTEE REVIEWS CEO COMPENSATION FOR REASONABLENESS. COMPENSATION IS BASED ON CURRENT ASSESSMENT OF MARKET RATES FOR COMPARABLE CEO POSITIONS. ON AN ANNUAL BASIS, THE AUDIT COMMITTEE REVIEWS THE CEO'S COMPENSATION TO DETERMINE IT IS NOT EXCESSIVE. FOR OTHER KEY EMPLOYEES, THE CEO INCORPORATES SELF-EVALUATION DOCUMENTS IN THE EVALUATION OF EACH SENIOR MANAGEMENT STAFF MEMBER. THE PROCESS INCLUDES DEVELOPING NEW GOALS FOR THE UPCOMING FISCAL YEAR, WHICH ARE ASSOCIATED WITH THE STRATEGIC PLAN APPROVED BY THE BOARD. EVALUATIONS ARE SIGNED BY BOTH PARTIES AND KEPT FOR PERSONNEL FILES. THE SENIOR MANAGEMENT PROCESS IS APPLIED IN MUCH THE SAME MANNER FOR THE REMAINING EMPLOYEES IN THE ORGANIZATION. ALL SALARIES ARE REVIEWED DURING THE BUDGET PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED UPON VALID REQUEST. |
| FORM 990, PART XI, LINE 9: | ROUNDING ADJUSTMENT TO MATCH AUDIT -445. |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE IN THE PROCESS SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| RYAN GENERAL PARTNER LLC | |||||||||
| 674 HILLSDALE DR | CHARLOTTESVILLE | VA | 22901 | 542023349 | LOW-INCOME SENIOR HOUSING | VA | -$18 | $208,222 | JEFFERSON AREA BOARD FOR AGING INC |
| TIMBERLAKE PLACE GP LLC | |||||||||
| 674 HILLSDALE DR STE 9 | CHARLOTTESVILLE | VA | 22901 | 454481438 | LOW-INCOME SENIOR HOUSING | VA | -$8 | $443,179 | JEFFERSON AREA BOARD FOR AGING INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFERSON ELDER CARE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 674 HILLSDALE DR STE 9 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541744905 | EIN |
| Primary Activities | DORMANT CORPORATION - ASSISTED LIVING | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RYAN SCHOOL APARTMENTS LP | ||||||||||||||
| 674 HILLSDALE DR STE 9 | CHARLOTTESVILLE | VA | 22901 | 542023357 | LOW INCOME SENIOR HOUSING | VA | N/A | RELATED | -$18 | $208,222 | 0 | Yes (1) | 0.00010 | |
| NELSON CENTER LLC | ||||||||||||||
| PO BOX 708 | LOVINGSTON | VA | 22949 | 810574584 | MEETING SPACE | VA | N/A | RELATED | -$25,225 | $755,676 | 0 | Yes (1) | 0.50000 | |
| SOUTH PANTOPS DEVELOPMENT LLLP | ||||||||||||||
| 218 N CHARLES ST STE 220 | BALTIMORE | MD | 21201 | 383696292 | LOW INCOME SENIOR HOUSING | MD | RELATED | $28,619 | $16,165 | 0 | Yes (1) | 0.15000 | SHELTER DEVELOPMENT LLC | |
| JABA TIMBERLAKE PLACE LLC | ||||||||||||||
| 674 HILLSDALE DR STE 9 | CHARLOTTESVILLE | VA | 22901 | 452803851 | LOW INCOME SENIOR HOUSING | VA | RELATED | 0 | Yes (1) | 0.00010 | TIMBERLAKE PLACE GP LLC | |||
| BERRA WOODS LLC | ||||||||||||||
| 682 BERKMAR CIRCLE | CHARLOTTESVILLE | VA | 22901 | 814996847 | LOW-INCOME SENIOR HOUSING | VA | RELATED | -$2,176 | -$1,091,409 | 0 | 0 | 0.01000 | ||
| ALLIANCE SENIOR MANAGEMENT LLC | ||||||||||||||
| 682 BERKMAR CIRCLE | CHARLOTTESVILLE | VA | 22901 | 811463504 | PROPERTY MANAGEMENT OF SENIOR HOUSING | VA | RELATED | $5,349 | 0 | 0 | 0.25000 | |||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMBERLAKE PLACE GP LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 674 HILLSDALE DR SUITE 9 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454481438 | EIN |
| Primary Activities | SENIOR HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFERSON AREA BOARD FOR AGING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Share Of Total Income | -$8 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $443,179 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |