2025-04-23T16:58:26-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 475 REGENCY PARK SUITE 175 OFALLON IL 62269 990 2023-07-01 752404011 JAMES L WEST PRESBYTERIAN SPECIAL CARE CENTER JAME 8178771199 1111 SUMMIT AVENUE FORT WORTH TX 76102 CHERYL HARDING PRESIDENT/CEO 8178771199 2025-04-23 1 1 ERIKA MARTINEZ P02297196 6182331200 2025-04-23 2023 2025-03-06 01:10:19Z JAMES L WEST CENTER FOR DEMENTIA CARE CHERYL HARDING 1111 SUMMIT AVENUE FORT WORTH TX 76102 13961970 0 1 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 TO THEIR CAREGIVER(S). 14 14 277 30 0 0 1179132 987889 11597317 12884693 9839 967 225950 88421 13012238 13961970 0 0 0 0 8996468 10199671 0 0 275527 5381457 5190647 14377925 15390318 -1365687 -1428348 15619496 15188798 7336398 8334048 8283098 6854750 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 13755776 0 12861830 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. 554662 0 22863 THE JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER PROVIDES SUPPORT DELIVERED THROUGH IN-PERSON AND VIRTUAL EDUCATION PROGRAMS AND SUPPORT GROUPS, ON-DEMAND VIDEO ACCESS, AND BLOGS FOR FAMILIES AND THE COMMUNITY. THIS SUPPORT HAS EXPANDED TO THE STATE OF TEXAS AND SEVERAL OTHER STATES AND COUNTRIES. THE CENTER STARTED A BILINGUAL PROGRAM TO REACH AN UNDERSERVED CAREGIVER POPULATION. THE CENTER PROVIDES FREE C.N.A. TRAINING CLASSES FOR WORKFORCE DEVELOPMENT WITHIN THE NORTH TEXAS COMMUNITY. IN ADDITION, THE CENTER IS THE ONLY POST-ACUTE CARE PARTNER WITH FORT WORTH ISD TO PROVIDE C.N.A. TRAINING TO JUNIOR-LEVEL STUDENTS. DURING THE 2023-2024 FISCAL YEAR, THE CENTER PROVIDED 184 LIVE EDUCATION CLASSES THAT REACHED 6,400 FAMILY CAREGIVERS AND COMMUNITY MEMBERS AND 1,047 HEALTHCARE PROFESSIONALS AND STUDENTS. IN ADDITION, THE WEST CENTER OFFERS TWO WEEKLY SUPPORT GROUPS THAT AVERAGE 166 MEMEBERS PER MONTH. 14310438 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 66 0 277 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 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 KIRK DRIVER IMMEDIATE PAST CHAIR 5.00 1.00 X 0 0 0 AMY PATYK CHAIR 5.00 1.00 X X 0 0 0 MICHAEL ANNIS DIRECTOR 1.00 1.00 X 0 0 0 KAREN SCHRODER DIRECTOR 1.00 0.00 X 0 0 0 RANDALL JOHNSON DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL WASCHEVSKI DIRECTOR 1.00 0.00 X 0 0 0 EVA BONILLA DIRECTOR 1.00 0.00 X 0 0 0 RACHEL MARKER SECRETARY 1.00 0.00 X 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 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 KATHLEEN HICKS DIRECTOR 1.00 0.00 X 0 0 0 BRENDA BEVERIDGE DIRECTOR 1.00 0.00 X 0 0 0 JARED SLOANE DIRECTOR (TERM END 8/23) 1.00 0.00 X 0 0 0 CHERYL HARDING PRESIDENT AND CEO 36.00 4.00 X 249470 0 21076 KATHRYN BRIGAITIS PAST CFO 38.00 2.00 X 139021 0 17216 CATHERINE BROWN CHIEF STATEGY OFFICER 38.00 2.00 X 153902 0 1776 TAMI FITGERALD HEALTHCARE ADMINISTRATOR 40.00 0.00 X 141937 0 9112 KRISTIE BOILES VP OF ADMIN SUPPORT & HUMAN RESOURCES 40.00 0.00 X 102435 0 7769 MARY SEVIDEZM LVN NURSE 40.00 0.00 X 107671 0 9855 TANISHA MANUEL DIRECTOR OF NURSING 40.00 0.00 X 128594 0 10127 COURTNEY MCLAUGHLIN DIRECTOR OF ADMISSIONS 40.00 0.00 X 107256 0 9671 1130286 0 86602 9 0 1 0 INFINITY PHARMACY SOLUTIONS LLC 3313 ESSEX DRIVE SUITE 200 RICHARDSON TX 75082 PHARMACY SERVICES 269447 SHIFTKEY LLC 2816 THOMAS AVENUE 5 DALLAS TX 75204 CONTRACT LABOR SERVICES 179439 BALCOM AGENCY LCC 1413 RIO GRANDE AVENUE FORT WORTH TX 76102 MARKETING SERVICES 174768 BATTLE HORSE ELECTRIC LLC 1308 BULLARD STREET CISCO TX 76437 ELECTRICIAN SERVICES 128234 4 309030 216469 462390 5000 987889 RESIDENTIAL CARE 623990 12265396 12265396 DAY PROGRAM PARTICIPANT 623990 368434 368434 COMMUNITY SERVICE FEE 623990 228000 228000 EDUCATION 623990 22863 22863 12884693 967 967 MANAGEMENT FEE 623990 70383 70383 OTHER INCOME 900099 15262 15262 SALON SERVICES 812900 2776 2776 88421 13961970 12884693 0 89388 597928 567442 18052 12434 8375031 7948016 252854 174161 569039 540025 17180 11834 657673 624141 19856 13676 23301 23301 27979 27979 884913 843856 6251 34806 58035 53874 1207 2954 658087 506462 149124 2501 39599 39599 324469 324469 853132 734158 114320 4654 180058 144004 35639 415 REPAIRS AND MAINTENANCE 848927 752117 93058 3752 DIETARY 398606 398606 SUPPLIES 386637 371198 12920 2519 VA EXPENSES 286177 285842 335 220727 176629 32277 11821 15390318 14310438 804353 275527 896776 991786 10349 9265 512312 182311 679156 1163304 83650 92004 26485800 13864545 13348424 12621255 88829 128873 15619496 15188798 910848 1083136 6280934 4727220 144616 2523692 7336398 8334048 X 7210825 6178379 1072273 676371 8283098 6854750 15619496 15188798 -1428348 0 X 0 1 X 1 0 X 1900035 1930000 3750313 1179132 987889 9747369 1900035 1930000 3750313 1179132 987889 9747369 723092 9024277 393346 306674 299990 170264 967 1171241 60326 65525 85645 211496 11130106 54570721 0.81080 0.76490 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. OTHER INCOME - 2023 AMOUNT: $ 15,262. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 175188 190842 265284 100746 282527 427114 534453 175188 374493 175476 267442 282527 670441 202636 498584 374493 774433 301836 405828 670441 0.00000 0.00000 1.00000 0 1 0 1705300 1705300 7946032 6786061 1159971 12849028 3856566 8992462 3789264 3099963 689301 196176 121955 74221 12621255 TENANT DEPOSITS 5760 TENANT PREPAID RENT 8629 DUE TO AFFILIATE 2382340 LEASE LIABILITY 126963 2523692 X PART X, LINE 2: JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER AND JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER FOUNDATION HAVE BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC AND APPLICABLE STATE CODES. 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 ON 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. 1 X X X 0 0 0 1 0 0 0 0 0 CHERYL HARDING PRESIDENT AND CEO 208075 0 41395 0 0 0 0 0 21076 0 270546 0 0 0 KATHRYN BRIGAITIS PAST CFO 137813 0 1208 0 0 0 0 0 17216 0 156237 0 0 0 CATHERINE BROWN CHIEF STATEGY OFFICER 138756 0 15146 0 0 0 0 0 1776 0 155678 0 0 0 TAMI FITGERALD HEALTHCARE ADMINISTRATOR 128313 0 13624 0 0 0 0 0 9112 0 151049 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 2024. PART I, LINE 5 ACCRUED COMPENSATION IS A 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 COMMITTE 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 2023. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. JLW SENIOR DAY PROGRAMS LLC 1111 SUMMIT AVENUE FORT WORTH TX 76106 752404011 SENIOR DAY PROGRAMS TX 458809 2790431 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 309030 AMOUNT RECEIVED JAMES L WEST PRES SPECIAL CARE FOUNDATION Q 70383 AMOUNT RECEIVED JAMES L WEST PRES SPECIAL CARE FOUNDATION E 4727220 CONSTRUCTION NOTE BALANCE