Civic Intelligence

Martha Jefferson House

990 • Fiscal year 2022 • EIN 54-1401371

Oct 01, 2021 to Sep 30, 2022 • Filed on Aug 11, 2023

Organization Profilemarthajeffersonhouse.org

View Organization Page

1600 Gordon AvenueCharlottesville, VA 22903

(434) 293-6136

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.27x

Higher debt load relative to assets than 60% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

70th percentile

0.54x

Higher debt load relative to revenue than 70% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

15th percentile

-12%

Higher net margin than 15% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

29th percentile

$120,756

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

26th percentile

-7.0%

Faster asset growth than 26% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

28th percentile

-8.2%

Faster revenue growth than 28% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$11,964,698

Down $899,778 (-7.0%) from 2021

Net Assets

Down

$8,770,314

Down $1,797,713 (-17%) from 2021

Liabilities

Up

$3,194,384

Up $897,935 (+39%) from 2021

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin15th percentile

Revenue

Down

$5,863,867

Down $526,225 (-8.2%) from 2021

Expenses

Up

$6,591,560

Up $838,106 (+15%) from 2021

Net Income

Down

-$727,693

Down $1,364,331 (-214%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $14,109,786Liabilities 2011: $4,318,135Net Assets 2011: $9,791,6512011Assets 2012: $14,675,004Liabilities 2012: $4,109,817Net Assets 2012: $10,565,1872012Assets 2013: $14,398,325Liabilities 2013: $3,890,700Net Assets 2013: $10,507,6252013Assets 2014: $16,444,789Liabilities 2014: $3,715,548Net Assets 2014: $12,729,2412014Assets 2015: $15,426,515Liabilities 2015: $3,597,772Net Assets 2015: $11,828,7432015Assets 2016: $15,012,084Liabilities 2016: $3,313,297Net Assets 2016: $11,698,7872016Assets 2017: $14,547,337Liabilities 2017: $3,060,611Net Assets 2017: $11,486,7262017Assets 2018: $13,796,643Liabilities 2018: $2,947,359Net Assets 2018: $10,849,2842018Assets 2019: $12,531,334Liabilities 2019: $2,668,824Net Assets 2019: $9,862,5102019Assets 2020: $12,377,384Liabilities 2020: $3,059,136Net Assets 2020: $9,318,2482020Assets 2021: $12,864,476Liabilities 2021: $2,296,449Net Assets 2021: $10,568,0272021Assets 2022: $11,964,698Liabilities 2022: $3,194,384Net Assets 2022: $8,770,3142022Assets 2023: $11,966,387Liabilities 2023: $3,232,308Net Assets 2023: $8,734,0792023Assets 2024: $12,807,224Liabilities 2024: $3,021,957Net Assets 2024: $9,785,2672024

Highlighted filing

2022

Assets$11,964,698
Liabilities$3,194,384
Net Assets$8,770,314
Open 2022 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $4,516,356Expenses 2011: $4,328,862Net Income 2011: $187,4942011Revenue 2012: $4,359,400Expenses 2012: $4,283,288Net Income 2012: $76,1122012Revenue 2013: $4,899,053Expenses 2013: $4,547,743Net Income 2013: $351,3102013Revenue 2014: $6,785,791Expenses 2014: $4,796,807Net Income 2014: $1,988,9842014Revenue 2015: $4,632,639Expenses 2015: $4,940,734Net Income 2015: -$308,0952015Revenue 2016: $4,631,319Expenses 2016: $5,116,921Net Income 2016: -$485,6022016Revenue 2017: $4,641,817Expenses 2017: $4,930,577Net Income 2017: -$288,7602017Revenue 2018: $4,858,791Expenses 2018: $5,501,405Net Income 2018: -$642,6142018Revenue 2019: $4,392,289Expenses 2019: $5,442,401Net Income 2019: -$1,050,1122019Revenue 2020: $5,016,278Expenses 2020: $5,741,802Net Income 2020: -$725,5242020Revenue 2021: $6,390,092Expenses 2021: $5,753,454Net Income 2021: $636,6382021Revenue 2022: $5,863,867Expenses 2022: $6,591,560Net Income 2022: -$727,6932022Revenue 2023: $6,245,533Expenses 2023: $6,902,418Net Income 2023: -$656,8852023Revenue 2024: $7,134,442Expenses 2024: $7,125,060Net Income 2024: $9,3822024

Highlighted filing

2022

Revenue$5,863,867
Expenses$6,591,560
Net Income-$727,693
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 11, 2023
Return Version
2021v4.1
Gross Receipts
$8,680,279
Mission and Program Overview

Mission

The martha jefferson house strives to provide a living environment where its residents can continue to mature and flourish on their life's journey. We are dedicated to honoring their contributions to our society by bestowing upon them respect, support and loving kindness at all times.

Martha Jefferson House is a senior living residential community which provides independent living, assisted living, and full time nursing care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,149,105$5,067,064▼ $82,041
Investments in Publicly Traded Securities$5,063,888$4,344,572▼ $719,316
Cash and Non-Interest-Bearing Accounts$32,488$367,440▲ $334,952
Savings and Temporary Cash Investments$240,627$298,224▲ $57,597
Accounts Receivable$54,852$118,050▲ $63,198
Pledges and Grants Receivable$24,000$0▼ $24,000
Prepaid Expenses and Deferred Charges$10,578$12,073▲ $1,495
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$12,864,476$11,964,698▼ $899,778
Other Assets Total$2,288,938$1,757,275▼ $531,663
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,943,304$2,461,398▲ $518,094
Accounts Payable and Accrued Expenses$344,507$392,986▲ $48,479
Unsecured Notes Loans Payable-$340,000-
Deferred Revenue$8,638--
Total Liabilities$2,296,449$3,194,384▲ $897,935
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,989,183$6,388,929▼ $1,600,254
Net Assets With Donor Restrictions$2,578,844$2,381,385▼ $197,459
Total Net Assets Fund Balance$10,568,027$8,770,314▼ $1,797,713
Total Liabilities and Net Assets / Fund Balance$12,864,476$11,964,698▼ $899,778

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,717,073$5,491,394$10,208,467
Equipment$189,995$1,339,377$1,529,372
Land$107,107-$107,107
Leasehold Improvements$18,663$68,709$87,372
Other Land Buildings$34,226-$34,226
Other Assets Org$9,570--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$2,526,586$117,661▼ $539,905$9,656$2,016,971
2020$2,303,379$225,935▲ $188,674$79,850$2,526,586
2019$2,407,880$101,934▲ $69,072-$2,303,379
2018$2,511,361$93,396▼ $30,489-$2,407,880
2017$2,515,534$208,170▼ $50,743$100,000$2,511,361
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adam FeldbauerFormer Pres/CEOFT$112,432$8,324$120,756
Heather ParrottPresident & CEOFT$28,523$979$29,502

Board Members and Trustees

NameTitle
Walter Bud ZirkleChair
Pati CunninghamVice Chair
Dr Paul ReadDirector
Kathryn CrossDirector
Robert MerhigeDirector
William TalbottDirector
Randi CarrSecretary
Lee NunnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$29,804
Program Service Revenue
$5,598,390
Investment Income
$235,673
Other Revenue
$0
All Other Contributions
$29,804
Change in Net Assets
$-727,693

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,824,720
Revenue Not Reported on Financial Statements
$39,147
Revenue Not Reported on Form 990
$-989,024
Total Revenue per Audited Statements
$4,835,696
Total Revenue per Form 990
$5,863,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,012,926
Other Expenses$2,500,919
Grants and Similar Amounts Paid$77,715
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,964,128$156,007-$3,120,135
Other Employee Benefits$372,869$33,378-$406,247
Payroll Taxes$225,293$20,167-$245,460
Depreciation Depletion$157,832$17,537-$175,369
Current Officers, Directors, Trustees, and Key Employees$37,565$112,693-$150,258
Occupancy$134,808$14,979-$149,787
Insurance$59,126$89,472-$148,598
All Other Expenses$138,782$5,195-$143,977
Pension Plan Contributions$83,364$7,462-$90,826
Interest$87,163--$87,163
Other Expenses$80,632--$80,632
Grants to Domestic Individuals$77,715--$77,715
Advertising-$70,240-$70,240
Fees for Services Accounting-$47,925-$47,925
Fees for Service Investment Mgmnt Fees-$39,147-$39,147
Information Technology-$34,212-$34,212
Office Expenses$18,825$6,275-$25,100
Fees for Services Other-$13,499-$13,499
Conferences and Meetings-$1,085-$1,085
Total Functional Expenses$5,922,287$669,273$0$6,591,560

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,591,560
Expenses per Audited Statements$6,552,413
Total Expenses per Audited Statements$6,552,413
Expenses Not Reported on Financial Statements$39,147
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AEDA of Charlottesville VA2007-11-01$4,500,000See Statement

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,500,000---

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of Form 990 will be provided to the Organization's Board Chairman prior to filing.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“CEO compensation determined by executive committee based on performance and comparability data.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Other officers, key employees, and department managers reviewed by CEO based on performance and COLA. All other employees are evaluated by their department managers based on performance, comparability, and COLA.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request.”

Filing and Contact Details

Filer

Filer Name
Martha Jefferson House
EIN
54-1401371
Phone
4342936136
Address
1600 Gordon Avenue, Charlottesville, VA 22903

Signing Officer

Name
Heather Parrott
Title
President & CEO
Signed
2023-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Parrott
Formed
1986
Legal Domicile
Va
Voting Board Members
8
Independent Board Members
8
Employees
151

Preparer

Firm
King Shores & Preston CPAs
Address
2707 Brambleton Ave SW, Roanoke, VA 24015
Preparer
CJ King
Phone
5407760771
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Change in Beneficial Interest in Trust = -$40498”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The temporarily restricted endowment is primarily for scholarships to provide assistance to residents in need, and the permanently restricted endowment is to be invested in perpetuity with a portion of the income expendable at the discretion of the Board of Directors and the remainder to be used for scholarships to provide assistance to residents in need. The Organization may also request additional distributions from the Trustee of the Perpetual Trust to be used for capital and emergency needs.”

Part X : FIN48 Footnote

“The Financial Accounting Standards Board issued guidance on accounting for uncertainty in income taxes. Management evaluated Martha Jefferson House's tax positions and concluded that Martha Jefferson House had taken no uncertain positions that require adjustment in the financial statements to comply with the provisions of this guidance.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Change in Beneficial Interest in Trust $40498”

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Document Assets

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Filings

Displayed year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$11,964,698
Liabilities
$3,194,384
Net assets
$8,770,314
Revenue
$5,863,867
Expenses
$6,591,560
Net income
-$727,693
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$3.02$9.79$7.13$7.13$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$3.23$8.73$6.25$6.90$0.66
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$3.19$8.77$5.86$6.59$0.73
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$2.30$10.6$6.39$5.75$0.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$3.06$9.32$5.02$5.74$0.73
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$2.67$9.86$4.39$5.44$1.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$2.95$10.8$4.86$5.50$0.64
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$3.06$11.5$4.64$4.93$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$3.31$11.7$4.63$5.12$0.49
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$3.60$11.8$4.63$4.94$0.31
2014Detailed filing. Detailed filing data is available for this year.$16.4$3.72$12.7$6.79$4.80$1.99
2013Summary only. Only limited summary data is available for this year.$14.4$3.89$10.5$4.90$4.55$0.35
2012Summary only. Only limited summary data is available for this year.$14.7$4.11$10.6$4.36$4.28$0.08
2011Summary only. Only limited summary data is available for this year.$14.1$4.32$9.79$4.52$4.33$0.19
Peer Organizations

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