Civic Intelligence

Martha Jefferson House

990 • Fiscal year 2023 • EIN 54-1401371

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 07, 2024

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

59th percentile

0.27x

Higher debt load relative to assets than 59% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.52x

Higher debt load relative to revenue than 68% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

19th percentile

-11%

Higher net margin than 19% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

38th percentile

$149,785

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

30th percentile

0.0%

Faster asset growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

52nd percentile

6.5%

Faster revenue growth than 52% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$11,966,387

Up $1,689 (+0.0%) from 2022

Net Assets

Down

$8,734,079

Down $36,235 (-0.4%) from 2022

Liabilities

Up

$3,232,308

Up $37,924 (+1.2%) from 2022

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin19th percentile

Revenue

Up

$6,245,533

Up $381,666 (+6.5%) from 2022

Expenses

Up

$6,902,418

Up $310,858 (+4.7%) from 2022

Net Income

Up

-$656,885

Up $70,808 (+9.7%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2023

Assets$11,966,387
Liabilities$3,232,308
Net Assets$8,734,079
Open 2023 Filing

Operations Trend

Revenue Growth52nd 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

2023

Revenue$6,245,533
Expenses$6,902,418
Net Income-$656,885
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 7, 2024
Return Version
2022v5.0
Gross Receipts
$8,185,288
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$5,067,064$5,130,525▲ $63,461
Investments in Publicly Traded Securities$4,344,572$4,199,276▼ $145,296
Cash and Non-Interest-Bearing Accounts$367,440$582,379▲ $214,939
Savings and Temporary Cash Investments$298,224$0▼ $298,224
Accounts Receivable$118,050$173,835▲ $55,785
Prepaid Expenses and Deferred Charges$12,073$11,058▼ $1,015
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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$11,964,698$11,966,387▲ $1,689
Other Assets Total$1,757,275$1,869,314▲ $112,039
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,461,398$2,388,985▼ $72,413
Unsecured Notes Loans Payable$340,000$440,000▲ $100,000
Accounts Payable and Accrued Expenses$392,986$403,323▲ $10,337
Total Liabilities$3,194,384$3,232,308▲ $37,924
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,388,929$6,141,597▼ $247,332
Net Assets With Donor Restrictions$2,381,385$2,592,482▲ $211,097
Total Net Assets Fund Balance$8,770,314$8,734,079▼ $36,235
Total Liabilities and Net Assets / Fund Balance$11,964,698$11,966,387▲ $1,689

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,674,574$5,624,316$10,298,890
Equipment$306,744$1,385,052$1,691,796
Land$107,107-$107,107
Leasehold Improvements-$87,372$87,372
Other Land Buildings$42,100-$42,100
Other Assets Org$9,570--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$2,016,971$99,372▲ $117,107$24,494$2,108,198
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
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather ParrottPresident & CEOFT$141,385$8,400$149,785

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
$86,886
Program Service Revenue
$6,020,456
Investment Income
$138,191
Other Revenue
$0
All Other Contributions
$86,886
Change in Net Assets
$-656,885

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,212,775
Revenue Not Reported on Financial Statements
$32,758
Revenue Not Reported on Form 990
$620,652
Total Revenue per Audited Statements
$6,833,427
Total Revenue per Form 990
$6,245,533
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,757,061
Other Expenses$2,044,599
Grants and Similar Amounts Paid$100,758
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,565,145$187,639-$3,752,784
Other Employee Benefits$427,327$35,582-$462,909
Payroll Taxes$272,826$22,718-$295,544
All Other Expenses$204,867$9,944-$214,811
Depreciation Depletion$178,888$19,876-$198,764
Occupancy$141,463$15,718-$157,181
Insurance$50,176$105,961-$156,137
Interest$156,000--$156,000
Current Officers, Directors, Trustees, and Key Employees$37,446$112,339-$149,785
Grants to Domestic Individuals$100,758--$100,758
Pension Plan Contributions$88,657$7,382-$96,039
Other Expenses$92,095--$92,095
Fees for Services Accounting-$43,034-$43,034
Office Expenses$31,123$10,374-$41,497
Information Technology-$37,383-$37,383
Advertising-$36,098-$36,098
Fees for Service Investment Mgmnt Fees-$32,758-$32,758
Fees for Services Other-$20,410-$20,410
Conferences and Meetings-$6,999-$6,999
Fees for Services Legal-$1,445-$1,445
Total Functional Expenses$6,196,758$705,660$0$6,902,418

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,902,418
Expenses per Audited Statements$6,869,660
Total Expenses per Audited Statements$6,869,660
Expenses Not Reported on Financial Statements$32,758
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, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 15A

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

Form 990, Part VI, Section B, Line 15B

“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, Section C, Line 19

“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
2024-08-07
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
Va
Voting Board Members
8
Independent Board Members
8
Employees
161

Preparer

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

Additional Explanations

Form 990, Part XI, Line 9

“Change in Beneficial Interest in Trust = $362307”

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 $362309”

Raw XML AppendixShowing 400 of 601 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0392986
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0403323
IRS990/AccountsReceivableGrp/BOYAmt0118050
IRS990/AccountsReceivableGrp/EOYAmt0173835
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Martha Jefferson House is a senior living residential community which provides independent living, assisted living, and full time nursing care.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt036098
IRS990/AdvertisingGrp/TotalAmt036098
IRS990/AllOtherContributionsAmt086886
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt09944
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0204867
IRS990/AllOtherExpensesGrp/TotalAmt0214811
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Debbie Holt
IRS990/BooksInCareOfDetail/PhoneNum04342936136
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01600 Gordon Avenue
IRS990/BooksInCareOfDetail/USAddress/CityNm0Charlottesville
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0229031996
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0367440
IRS990/CashNonInterestBearingGrp/EOYAmt0582379
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0112339
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt037446
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0149785
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt06999
IRS990/ConferencesMeetingsGrp/TotalAmt06999
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt086886
IRS990/CYGrantsAndSimilarPaidAmt0100758
IRS990/CYInvestmentIncomeAmt0138191
IRS990/CYOtherExpensesAmt02044599
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt06020456
IRS990/CYRevenuesLessExpensesAmt0-656885
IRS990/CYSalariesCompEmpBnftPaidAmt04757061
IRS990/CYTotalExpensesAmt06902418
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06245533
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt019876
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0178888
IRS990/DepreciationDepletionGrp/TotalAmt0198764
IRS990/Desc0Martha Jefferson House is a long-term home for men and women of retirement age and a licensed nursing home for those in need of nursing care.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02381385
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02592482
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0161
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt06196758
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt043034
IRS990/FeesForServicesAccountingGrp/TotalAmt043034
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01445
IRS990/FeesForServicesLegalGrp/TotalAmt01445
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt020410
IRS990/FeesForServicesOtherGrp/TotalAmt020410
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt032758
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt032758
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt08400
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0Heather Parrott
IRS990/Form990PartVIISectionAGrp/PersonNm1Walter Bud Zirkle
IRS990/Form990PartVIISectionAGrp/PersonNm2Pati Cunningham
IRS990/Form990PartVIISectionAGrp/PersonNm3Lee Nunn
IRS990/Form990PartVIISectionAGrp/PersonNm4Randi Carr
IRS990/Form990PartVIISectionAGrp/PersonNm5Dr Paul Read
IRS990/Form990PartVIISectionAGrp/PersonNm6Robert Merhige
IRS990/Form990PartVIISectionAGrp/PersonNm7William Talbott
IRS990/Form990PartVIISectionAGrp/PersonNm8Kathryn Cross
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0141385
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt038139
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0100758
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0100758
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0100758
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01977894
IRS990/GrossReceiptsAmt08185288
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt037383
IRS990/InformationTechnologyGrp/TotalAmt037383
IRS990/InsuranceGrp/ManagementAndGeneralAmt0105961
IRS990/InsuranceGrp/ProgramServicesAmt050176
IRS990/InsuranceGrp/TotalAmt0156137
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt0156000
IRS990/InterestGrp/TotalAmt0156000
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0100052
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0100052
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04344572
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04199276
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07096740
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05067064
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05130525
IRS990/LandBldgEquipCostOrOtherBssAmt012227265
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01939755
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Martha 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02461398
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02388985
IRS990/NetAssetsOrFundBalancesBOYAmt08770314
IRS990/NetAssetsOrFundBalancesEOYAmt08734079
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt038139
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt038139
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0258343
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06388929
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06141597
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt015718
IRS990/OccupancyGrp/ProgramServicesAmt0141463
IRS990/OccupancyGrp/TotalAmt0157181
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010374
IRS990/OfficeExpensesGrp/ProgramServicesAmt031123
IRS990/OfficeExpensesGrp/TotalAmt041497
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01757275
IRS990/OtherAssetsTotalGrp/EOYAmt01869314
IRS990/OtherChangesInNetAssetsAmt0362307
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt035582
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0427327
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0462909
IRS990/OtherExpensesGrp/Desc0Contract Services
IRS990/OtherExpensesGrp/Desc1Dietary Expenses
IRS990/OtherExpensesGrp/Desc2Supplies
IRS990/OtherExpensesGrp/Desc3Repairs & Maintenance
IRS990/OtherExpensesGrp/ProgramServicesAmt0512989
IRS990/OtherExpensesGrp/ProgramServicesAmt1221821
IRS990/OtherExpensesGrp/ProgramServicesAmt2115177
IRS990/OtherExpensesGrp/ProgramServicesAmt392095
IRS990/OtherExpensesGrp/TotalAmt0512989
IRS990/OtherExpensesGrp/TotalAmt1221821
IRS990/OtherExpensesGrp/TotalAmt2115177
IRS990/OtherExpensesGrp/TotalAmt392095
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0187639
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03565145
IRS990/OtherSalariesAndWagesGrp/TotalAmt03752784
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022718
IRS990/PayrollTaxesGrp/ProgramServicesAmt0272826
IRS990/PayrollTaxesGrp/TotalAmt0295544
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07382
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt088657
IRS990/PensionPlanContributionsGrp/TotalAmt096039
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012073
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011058
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Heather Parrott
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0Room and Service Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06020456
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06020456
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt029804
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt077715
IRS990/PYInvestmentIncomeAmt0235673
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02500919
IRS990/PYProgramServiceRevenueAmt05598390
IRS990/PYRevenuesLessExpensesAmt0-727693
IRS990/PYSalariesCompEmpBnftPaidAmt04012926
IRS990/PYTotalExpensesAmt06591560
IRS990/PYTotalRevenueAmt05863867
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-656885
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt06024871
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0298224
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt086886
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt029803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0839000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt092872
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt046336
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01094897
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0100052
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0106080
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0327371
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0223411
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0234931
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0991845
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06020456
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05598390
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04944245
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04476920
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04059206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt025099217
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0100052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0106080
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0327371
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0223411
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0234931
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0991845
IRS990ScheduleA/InvestmentIncomeCYPct00.03650
IRS990ScheduleA/InvestmentIncomePYPct00.04960
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96350
IRS990ScheduleA/PublicSupportPY509Pct00.95040
IRS990ScheduleA/PublicSupportTotal509Amt026194114
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06107342
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05628193
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05783245
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04569792
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04105542
IRS990ScheduleA/Total509Grp/TotalAmt026194114
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06207394
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05734273
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06110616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04793203
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04340473
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt027185959
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt04674574
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05624316
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010298890
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02016971
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt099372

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,966,387
Liabilities
$3,232,308
Net assets
$8,734,079
Revenue
$6,245,533
Expenses
$6,902,418
Net income
-$656,885
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
2023Detailed filing. Detailed filing data is available for this year.$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