2024-11-15T07:49:01-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2023-01-01 582198010 ST JAMES PLACE OF BATON ROUGE FOUNDATION STJA 2252154500 333 LEE DR BATON ROUGE LA 70808 THOMAS J MELANCON CHIEF FINANCIAL OFFICER 2252154500 2024-11-14 1 0 KATHERINE A WARLICK P02065266 7049985200 2024-11-07 2023 2024-10-15 13:58:12Z RICHARD J WAGER 333 LEE DR BATON ROUGE LA 70808 414949 0 X WWW.STJAMESPLACE.ORG X 1995 LA TO SUPPORT THE CHARITABLE PURPOSES OF ITS SOLE MEMBER, ST. JAMES PLACE 14 13 0 25 0 0 1555667 298146 0 0 41990 116803 0 0 1597657 414949 828901 419186 0 0 95543 96631 0 0 94040 177032 94040 1101476 609857 496181 -194908 2138090 2112178 16523 146216 2121567 1965962 ST. JAMES PLACE FOUNDATION PROMOTES COMPASSSION THROUGH GIVING TO ADVANCE LIVING LIFE WELL AT ST. JAMES PLACE. 0 0 515817 419186 ST. JAMES PLACE FOUNDATION CONTINUES TO COLLECT DONATIONS ON A MAJOR CAPITAL CAMPAIGN RELATED TO THE MULTI-MILLION DOLLAR RENOVATION TO ST. JAMES PLACE. 515817 1 1 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 1 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 14 13 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X THOM MELANCON 2252154603 333 LEE DR BATON ROUGE LA 70808 MIMI RICHE CHAIR 0.50 X X 0 0 0 LARRY VANDERLEEST MEMBER 0.50 X 0 0 0 KATHERINE DAMPF MEMBER 0.50 X 0 0 0 CONNIE CALDWELL MEMBER 0.50 X 0 0 0 JIM OVERBY MEMBER 0.50 X 0 0 0 DAN WEST MEMBER 0.50 X 0 0 0 JOHN SMITH MEMBER 0.50 X 0 0 0 DAISYE HOWELL MEMBER 0.50 X 0 0 0 LYNN WEILL MEMBER 0.50 X 0 0 0 WILLIAM BUTCH HART MEMBER 0.50 X 0 0 0 VIRGINIA NOLAND MEMBER 0.50 X 0 0 0 JOHN WESTBROOK MEMBER 0.50 X 0 0 0 RICHARD DICK WAGER PRESIDENT /CEO 0.50 40.00 X X 0 375037 15753 DAVID WARRINGTON MEMBER 0.50 X 0 0 0 THOM MELANCON SR. VICE PRESIDENT/CFO 0.50 40.00 X 0 202456 8762 0 577493 24515 1 0 1 0 0 77703 220443 85001 298146 55986 55986 60817 0 60817 60817 60817 414949 0 0 116803 419186 419186 83482 83482 445 445 12704 12704 12964 12964 56749 56749 BAD DEBT 24327 24327 609857 515817 0 94040 154561 302202 589232 325814 1394297 1484162 2138090 2112178 16523 146216 16523 146216 X 662870 706844 1458697 1259118 2121567 1965962 2138090 2112178 -194908 39303 0 X 0 1 X 1 0 X X 1 ST JAMES PLACE OF BATON ROUGE 720887915 10 1 419186 0 1 419186 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1268255 1030 130980 24186 11948 1364131 1395591 5315 -120633 12017 1268256 1182004 7687 221921 4374 11647 1395591 1092395 11150 106356 17840 10057 1182004 970972 6050 141918 17840 8705 1092395 0.38565 0.51540 0.09895 0 0 0 DUE FROM BATON ROUGE AREA FOUNDATION 1484162 1484162 X PART X, LINE 2: THE ORGANIZATION AND THE FOUNDATION HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS NONPROFIT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION AND THE FOUNDATION FILE AS TAX-EXEMPT ORGANIZATIONS. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE TAX EXEMPT STATUS OF THE ORGANIZATION AND THE FOUNDATION. MANAGEMENT IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. 1 ST JAMES PLACE OF BATON ROUGE 333 LEE DRIVE BATON ROUGE LA 70808 720887915 501(C)(3) 419186 0 RESIDENT ASSISTANCE AND CAPITAL IMPROVEMENTS 1 PART I, LINE 2: THE ORGANIZATION PROVIDES ASSISTANCE TO ST. JAMES PLACE OF BATON ROUGE, A RELATED ORGANIZATION. ALL DISBURSEMENTS ARE APPROVED BY ST. JAMES PLACE OF BATON ROUGE MANAGEMENT AND ST. JAMES PLACE OF BATON ROUGE FOUNDATION BOARD OF DIRECTORS. 0 1 0 0 0 0 0 0 0 RICHARD DICK WAGER PRESIDENT /CEO 0 302729 0 32500 0 39808 0 5192 0 10561 0 390790 0 0 THOM MELANCON SR. VICE PRESIDENT/CFO 0 180733 0 6250 0 15473 0 4981 0 3781 0 211218 0 0 PART I, LINE 3 COMPENSATION DECISIONS FOR THE OGANIZATION'S CEO ARE MADE BY A RELATED ORGANZATION WITH APPROVAL BY THE RELATED ORGANIZATION'S BOARD. PART I, LINE 4B RICHARD WAGER, CEO - 457 PLAN - $5,192 WAS ACCRUED BY ST. JAMES PLACE, A RELATED ORGANZATION. X 430 85001 MARKET REDEMPTION VALUE 0 1 1 PART I, LINE 32B: BRAF (RAYMOND JAMES) SOLD STOCK DONATION FROM JOHN NOLAND IMMEDIATELY UPON RECEIPT. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD MEMBERS OF THE FOUNDATION ARE APPROVED BY ST. JAMES PLACE OF BATON ROUGE (SJP). SJP HAS AUTHORITY TO ELECT AND REMOVE FND BOARD MEMBERS...AND VOTE ON ALL OTHER MATTERS WHICH BY LAW REQUIRES THE AFFIRMITIVE ACTION OF THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD MEMBERS OF THE FOUNDATION ARE APPROVED BY ST. JAMES PLACE OF BATON ROUGE (SJP). SJP HAS AUTHORITY TO ELECT AND REMOVE FND BOARD MEMBERS...AND VOTE ON ALL OTHER MATTERS WHICH BY LAW REQUIRES THE AFFIRMITIVE ACTION OF THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS DISTRIBUTED TO AND REVIEWED BY THE GOVERNING BODY PRIOR TO FILING AND SIGNED BY THE CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND ACKNOWLEDGED ANNUALLY AT A BOARD MEETING. A BOARD OF DIRECTORS 990 QUESTIONNAIRE IS ALSO DISTRIBUTED ANNUALLY REGARDING INDEPENDENCE AND BUSINESS TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15A AN SJP BOARD COMMITTEE EVALUATES CEO COMPENSATION. OTHERS COMPENSATED BASED ON EVALUATIONS PERFORMED BY CEO. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE FILED WITH REGULATORY AGENCIES AS REQUIRED, AND AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE FILED ON ELECTRONIC MUNICIPAL MARKET ACCESS. ST JAMES PLACE OF BATON ROUGE 333 LEE DR BATON ROUGE LA 70808 720887915 PROVIDING LIFETIME CARE, RESIDENCE, AND OTHER SERVICES TO ITS RESIDENTS. LA 501(C)(3) LINE 10 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0