2025-03-28T10:57:17-05:00 2024-09-30 540504608 BROWN EDWARDS & COMPANY LLP 1909 FINANCIAL DRIVE HARRISONBURG VA 22801 990 2023-10-01 540990078 JEFFERSON AREA BOARD FOR AGING INC JEFF 4348175222 674 HILLSDALE DR 9 CHARLOTTESVILLE VA 22901 DABNEY WELLFORD CFO 4348175222 2025-03-27 1 1 JAMES R FRIES P01320612 5404346736 2025-03-27 2023 2025-03-06 01:10:19Z DABNEY WELLFORD 674 HILLSDALE DR 9 CHARLOTTESVILLE VA 22901 2267030 0 X WWW.JABACARES.ORG X 1985 VA PROMOTING, ESTABLISHING AND PRESERVING SUSTAINABLE COMMUNITIES FOR HEALTHY AGING THAT BENEFIT INDIVIDUALS AND FAMILIES OF ALL AGES. 25 25 117 754 0 0 917555 535766 742589 1116319 102998 254014 465843 349550 2228985 2255649 0 0 0 0 1181685 1449118 0 0 185139 1265193 1051390 2446878 2500508 -217893 -244859 9734743 10245776 190395 170961 9544348 10074815 X PROMOTING, ESTABLISHING AND PRESERVING SUSTAINABLE COMMUNITIES FOR HEALTHY AGING THAT BENEFIT INDIVIDUALS AND FAMILIES OF ALL AGES. 0 0 2076629 1454488 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. 2076629 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 1 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 1 1 1 0 0 0 1 18 0 1 117 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 4348175222 674 HILLSDALE DR 9 CHARLOTTESVILLE VA 22901 GIBSON JR ME DICK CHAIRMAN 2.30 X X 0 0 0 MCCUSKER JEANNE VICE CHAIR 1.20 X X 0 0 0 BRUGH RICHARD CHUCK TREASURER 1.20 X X 0 0 0 GREENE-MORRIS JOHNSA SECRETARY 1.00 X X 0 0 0 ARMSTRONG WANDA DIRECTOR 0.80 X 0 0 0 BACA SR CHRISTOPHER CHRIS DIRECTOR 2.30 X 0 0 0 DOWNS JENN DIRECTOR 1.00 X 0 0 0 HUTCHINSON DAWN DIRECTOR 1.40 X 0 0 0 COSTIGAN PETE DIRECTOR 2.20 X 0 0 0 D'EARTH JOHN DIRECTOR 1.00 X 0 0 0 FRIEDMAN SUE DIRECTOR 1.20 X 0 0 0 GENTRY ROD DIRECTOR 0.80 X 0 0 0 JONES RACHEL DIRECTOR 0.70 X 0 0 0 BONDS DENISE DIRECTOR 1.20 X 0 0 0 WADE JUANDIEGO DIRECTOR 1.00 X 0 0 0 MOWAT CAMERON DIRECTOR 1.40 X 0 0 0 WINGET-HERNANDEZ MICHAEL DIRECTOR 1.30 X 0 0 0 LINDSAY MD RICHARD DICK DIRECTOR 1.40 X 0 0 0 MCKEEL DIANTHA DIRECTOR 1.40 X 0 0 0 MURPHY ROBERT DIRECTOR 1.60 X 0 0 0 PHILLIPS PHD ELAYNE DIRECTOR 1.20 X 0 0 0 REED ERNIE DIRECTOR 1.20 X 0 0 0 MCDONALD KIMBERLYN DIRECTOR 0.80 X 0 0 0 SHORT MARGARET MAGGIE DIRECTOR 1.80 X 0 0 0 QUILLEN DANA DIRECTOR 0.70 X 0 0 0 KEANE MARTA CEO 55.00 X 149979 0 19690 WELLFORD JR DABNEY CFO 50.00 X 108194 0 28655 258173 0 48345 2 0 1 0 PUR FOODS LLC DBA MOM'S MEALS 3210 SE CORPORATE WOODS DRIVE ANKENY IA 50021 HOME DELIVERED MEALS 339080 US FOODS INC PO BOX 602215 CHARLOTTE NC 28260 MEALS 119120 2 14147 521619 535766 CLIENT FEES 624100 819863 819863 MEALS REVENUE 624100 240321 240321 CONTRACT REVENUE 624100 39121 39121 MANAGEMENT AND DEVELOP 531390 17014 17014 1116319 99869 99869 499813 0 499813 499813 499813 165526 0 11381 165526 -11381 154145 -11381 165526 MISCELLANEOUS REVENUE 624100 23958 23958 INVESTMENT IN VENTURES 900099 -174221 -174221 -150263 2255649 1454488 0 265395 131590 39477 78954 13159 1071105 901954 62742 106409 39055 27928 5789 5338 123987 88661 18379 16947 83381 59624 12360 11397 4636 4636 29480 29480 38328 25424 7904 5000 54819 49406 5413 84568 72882 8534 3152 199553 182971 10703 5879 14083 9639 1563 2881 150477 148843 1634 49082 20754 28328 MEAL COSTS 257735 255812 1741 182 MISCELLANEOUS AND ALLOC 78191 77882 109 200 MAINTENANCE 75631 75631 DUES AND SUBSCRIPTIONS 8807 0 0 8807 6000 5625 375 2500508 2076629 238740 185139 100 0 1229913 1317680 47457 11503 358125 353259 1761304 1555235 26029 4080689 2627397 1576103 1453292 2919357 3860479 1842384 1668299 9734743 10245776 186336 126827 584 41020 3475 3114 190395 170961 X 9111633 9646715 432715 428100 9544348 10074815 9734743 10245776 X -244859 775771 -445 X X 0 1 X 1 1 1 X 535766 1299079 1682565 917555 535766 4970731 535766 1299079 1682565 917555 535766 4970731 340162 4630569 427881 452141 627877 542643 599682 2650224 7620955 3268092 0.60760 0.68120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 461745 461745 2957607 2195579 762028 661337 431818 229519 1453292 INVESTMENT IN TIMBERLAKE PLACE LLC 1159932 C INVESTMENT IN BERRA WOODS LLC 52388 C INVESTMENT IN NELSON CENTER LLC 691797 C INVESTMENT IN RYAN SCHOOL APTS LLC -236318 C INVESTMENT IN ALLANCE SENIOR MANAGEMENT LLC 500 C 1668299 OTHER LIABILITIES 3114 3114 3044061 775771 1260 11381 788412 2255649 0 2255649 2513149 1260 11381 12641 2500508 0 2500508 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 X 0 0 0 0 0 0 0 0 0 KEANE MARTA CEO 149979 0 0 0 0 0 10495 0 9195 0 169669 0 0 0 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. 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