2025-05-06T17:51:24-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 475 REGENCY PARK SUITE 175 OFALLON IL 62269 990 2023-07-01 752967586 JAMES L WEST PRESBYTERIAN SPECIAL CARE CENTER FOUNDATION 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 CHERYL HARDING 1111 SUMMIT AVENUE FORT WORTH TX 76102 4391251 0 X WWW.JAMESLWEST.ORG X 2001 TX TO RECEIVE, HOLD, AND MANAGE PROPERTY FOR JAMES L. WEST CENTER FOR DEMENTIA CARE. 6 6 0 10 0 0 0 75 0 0 172737 3198516 40823 12419 213560 3211010 347502 309030 0 0 0 0 0 0 0 136662 128434 484164 437464 -270604 2773546 5276677 8510320 275 0 5276402 8510320 THE PRIMARY PURPOSE OF THE JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER FOUNDATION IS TO RECEIVE, HOLD, AND MANAGE PROPERTY FOR JAMES L. WEST CENTER FOR DEMENTIA CARE, WHICH IS A SECTION 501(C)(3) ORGANIZATION. 0 0 309030 309030 0 SUPPORTING ACTIVITIES FOR JAMES L WEST SPECIAL CARE CENTER, A 501(C)(3) ORGANIZATION. 309030 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X CHERYL HARDING 8178771199 1111 SUMMIT AVENUE FORT WORTH TX 76102 RANDALL JOHNSON DIRECTOR (TERM END 12/23) 1.00 1.00 X 0 0 0 KIRK DRIVER CHAIR 1.00 5.00 X X 0 0 0 MICHAEL ANNIS DIRECTOR (TERM END 12/23) 1.00 1.00 X 0 0 0 AMY PATYK DIRECTOR 1.00 5.00 X 0 0 0 DENNIS R JOHNSON DIRECTOR (TERM END 12/23) 1.00 0.00 X 0 0 0 ED LASATER DIRECTOR (TERM END 12/23) 1.00 0.00 X 0 0 0 JAMES KORTH DIRECTOR 1.00 0.00 X 0 0 0 JAY SHELLUM TREASURER 1.00 3.00 X X 0 0 0 ROGER YANDELL SECRETARY 1.00 3.00 X X 0 0 0 GRETCHEN SMITH DIRECTOR 1.00 0.00 X 0 0 0 CHERYL HARDING CEO 4.00 36.00 X 0 249470 21076 KATHRYN BRIGAITIS PAST CFO 2.00 38.00 X 0 139021 17216 CATHERINE BROWN CHIEF STRATEGY OFFICER 2.00 38.00 X 0 153902 1776 0 542393 40068 0 0 1 0 0 75 75 207230 207230 12419 12419 936283 3235244 936741 243500 -458 2991744 2991286 2991286 3211010 0 0 3210935 309030 309030 70383 70383 9965 9965 3960 3960 32146 32146 598 598 4238 4238 PROPERTY TAXES 3966 3966 OTHER EXPENSES 3178 3178 437464 309030 128434 0 36896 846216 4845558 5170375 394223 2493729 5276677 8510320 275 0 275 0 X 3466734 6700652 1809668 1809668 5276402 8510320 5276677 8510320 2773546 460372 0 X 0 1 X 1 0 X X 2 JAMES L WEST PRESBYTERIAN SPECIAL CARE CENTER 752404011 7 1 309030 0 JLW SENIOR DAY PROGRAMS LLC 752404011 7 1 0 0 2 309030 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 5750146 552589 306705 54873 5941157 5728952 438658 213353 204111 5750146 6558578 5000 -626461 137591 70574 5728952 5743796 350 1043238 186649 42157 6558578 5817269 225 240127 282934 30891 5743796 0.69540 0.30460 0.00000 0 0 0 INTEREST RECEIVABLE 4889 DUE FROM AFFILIATE 2382340 RECEIVABLE FROM LAND SALE 106500 2493729 X PART V, LINE 4: THE ENDOWMENT IS TO BE USED FOR LONG-TERM INVESTMENT IN SUPPORT OF THE NEEDS OF THE JAMES L. WEST PREBYTERIAN SPECIAL CARE CENTER. PART X, LINE 2: THE JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER FOUNDATION HAS BEEN GRANTED EXEMPT STATUS UNER SECTION 501(C)(3) OF THE IRC AND APPLICABLE STATE CODES. THE FOUNDATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). THE JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER FOUNDATION'S INCOME TAX RETURN IS SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FOUNDATION 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. 1 JAMES L WEST PRESBYTERIAN SPECIAL CARE CENTER 1111 SUMMIT AVENUE FORT WORTH TX 76102 752404011 170(B)(1)(A)(VI) 309030 0 FINANCIAL AID TO ALLOW THE CENTER TO PROVIDE CHARITY CARE, CAPITAL EQUIPMENT PURCHASES AND OPERATING FUNDS. 1 PART I, LINE 2: THE JAMES L. WEST PRESBYTERIAN SPECIAL CARE FOUNDATION SUPPORTS THE JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER, A PUBLICLY SUPPORTED CHARITY. 2 OF THE FOUNDATION'S 5 BOARD MEMBERS ARE ALSO OFFICERS OF THE CENTER'S BOARD OF DIRECTORS AND ALL OF ITS GRANTS GO TO FURTHER THE MISSION OF THE CENTER. NO FURTHER MONITORING IS NECESSARY. 0 0 0 0 0 0 0 0 0 CHERYL HARDING CEO 0 208075 0 41395 0 0 0 0 0 21076 0 270546 0 0 KATHRYN BRIGAITIS PAST CFO 0 137813 0 1208 0 0 0 0 0 17216 0 156237 0 0 CATHERINE BROWN CHIEF STRATEGY OFFICER 0 138756 0 15146 0 0 0 0 0 1776 0 155678 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE FOUNDATION'S SINGLE MEMBER IS THE JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER (DBA JAMES L. WEST CENTER FOR DEMENTIA CARE), WHICH IT SUPPORTS. THE FOUNDATION'S BOARD CONSISTS OF SPECIFIED MEMBERS OF THE CENTER'S BOARD AS WELL AS 2 OTHER MEMBERS APPOINTED BY THE CENTER'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A SEE THE EXPLANATION FOR LINE 6. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WHICH HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION BOARD APPROVES THE ANNUAL 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS OF THE FOUNDATION CONSISTS OF MEMBERS OF THE JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER AND OTHERS APPOINTED BY THAT BOARD. THE FOUNDATION FOLLOWS THE POLICIES OF THE CENTER. BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT EACH JANUARY TO INFORM THE BOARD OF ANY CONFLICTS THAT ARISE DURING THE YEAR. THESE ARE RETAINED BY THE PRESIDENT/CEO. 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 JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER FOUNDATION HAS NO PAID EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS 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 PREBYTERIAN SPECIAL CARE CENTER 1111 SUMMIT AVENUE FORT WORTH TX 76102 752404011 CARE FOR PERSONS WITH ALZHEIMER'S TX 501(C)(3) LINE 7 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 JAMES L WEST PREBYTERIAN SPECIAL CARE CENTER B 309030 AMOUNT PAID JAMES L WEST PREBYTERIAN SPECIAL CARE CENTER P 70383 AMOUNT PAID JAMES L WEST PREBYTERIAN SPECIAL CARE CENTER D 4727220 CONSTRUCTION LOAN BALANCE