Form 990 for tax year 2023
Filed by JEFFERSON AREA BOARD FOR AGING INC.
Totals
- Total revenue
- $2,255,649
- Total expenses
- $2,500,508
- Contributions and grants received
- $535,766
- Grants paid
- $0
- Program service revenue
- $1,116,319
- Investment income
- $254,014
- Other revenue
- $349,550
- Total assets, end of year
- $10,245,776
- Total liabilities, end of year
- $170,961
- Net assets or fund balances, end of year
- $10,074,815
- Program services expenses (Part IX)
- $2,076,629
- Management and general expenses
- $238,740
- Fundraising expenses
- $185,139
- Program service expenses (Part III)
- $2,076,629
Program services were 83.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
GIBSON JR ME DICK
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2.3
-
MCCUSKER JEANNE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1.2
-
BRUGH RICHARD CHUCK
TREASURER
- Total calculated
- $0
- Hours/week
- 1.2
-
GREENE-MORRIS JOHNSA
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
ARMSTRONG WANDA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8
-
BACA SR CHRISTOPHER CHRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.3
-
DOWNS JENN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
HUTCHINSON DAWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.4
-
COSTIGAN PETE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.2
-
D'EARTH JOHN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
FRIEDMAN SUE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.2
-
GENTRY ROD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8
-
JONES RACHEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.7
-
BONDS DENISE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.2
-
WADE JUANDIEGO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MOWAT CAMERON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.4
-
WINGET-HERNANDEZ MICHAEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.3
-
LINDSAY MD RICHARD DICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.4
-
MCKEEL DIANTHA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.4
-
MURPHY ROBERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.6
-
PHILLIPS PHD ELAYNE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.2
-
REED ERNIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.2
-
MCDONALD KIMBERLYN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8
-
SHORT MARGARET MAGGIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.8
-
QUILLEN DANA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.7
-
KEANE MARTA
CEO
- Total calculated
- $169,669
- From this org
- $149,979
- From related orgs
- $0
- Other
- $19,690
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $149,979
- Bonus
- $0
- Other
- $0
- Deferred
- $10,495
- Nontaxable benefits
- $9,195
- Filer's total
- $169,669
-
WELLFORD JR DABNEY
CFO
- Total calculated
- $136,849
- From this org
- $108,194
- From related orgs
- $0
- Other
- $28,655
- Hours/week
- 50
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · DORMANT CORPORATION - ASSISTED LIVING · VA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
LOW-INCOME SENIOR HOUSING · VA · income -$18 · assets $208,222
Directly controlled by JEFFERSON AREA BOARD FOR AGING INC
-
LOW-INCOME SENIOR HOUSING · VA · income -$8 · assets $443,179
Directly controlled by JEFFERSON AREA BOARD FOR AGING INC
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
RELATED · LOW INCOME SENIOR HOUSING · VA · 0.01% owned · share of income -$18 · share of assets $208,222 · general or managing partner
-
RELATED · MEETING SPACE · VA · 50% owned · share of income -$25,225 · share of assets $755,676 · general or managing partner
-
SOUTH PANTOPS DEVELOPMENT LLLP
RELATED · LOW INCOME SENIOR HOUSING · MD · 15% owned · share of income $28,619 · share of assets $16,165 · general or managing partner
Directly controlled by SHELTER DEVELOPMENT LLC
-
RELATED · LOW INCOME SENIOR HOUSING · VA · 0.01% owned · general or managing partner
Directly controlled by TIMBERLAKE PLACE GP LLC
-
RELATED · LOW-INCOME SENIOR HOUSING · VA · 1% owned · share of income -$2,176 · share of assets -$1,091,409
-
ALLIANCE SENIOR MANAGEMENT LLC
RELATED · PROPERTY MANAGEMENT OF SENIOR HOUSING · VA · 25% owned · share of assets $5,349
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
SENIOR HOUSING · VA · 100% owned · share of income -$8 · share of assets $443,179
Directly controlled by JEFFERSON AREA BOARD FOR AGING
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 27 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202520879349300122
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