Jefferson Center Foundation Inc
930 NORTH TAMIAMI TRAIL
SARASOTA FL 34236-4063
Mission
To improve the quality life of the Jefferson Center residents, the Jefferson Center Foundation's mission is to obtain the resources to provide residents with support programs, chore services and health and wellness activities that enrich their lives.
Leadership
CEO/Executive Director Dawn S. Lucido
Board Chair Shan A Mohammed Dr.
Board Chair Affiliation Retired
General Info
Organization DBA
DBA
Foundation for Jefferson Center, Inc.
Tax Exempt Status Public Supported Charity
Incorporation Year 1978
State Charitable Solicitations Permit Yes Nov 2016
State Registration 0
IRS Letter of Determination
View
Financial Summary
 
 
Projected Revenue $3,500.00
Projected Expenses $3,500.00
Impact Statement

Our senior community is very proud to be an affordable rental option in Sarasota.  Although, we are not subsidized by the federal government, we are a HUD 202 for the elderly.  Jefferson Center has 220 residents who rent the 209 efficiency and one bedroom apartments. Our rents range from $446 to $615 per month and the rent includes 24 hour maintenance, utilities and basic cable TV. 

The Jefferson Center Foundation was established in 1978 to assist our residents.  Our accomplishments this year include: 

·         Bus transportation for our seniors to the market, pharmacy, shopping, and outings and include visits to museums and restaurants.  We presently have a 20 passenger bus, but it is not wheelchair accessible.  Residents who use wheelchairs, scooters or walkers do not have safe access to ride the bus.

·         Providing the funds necessary for one day of chore services of housekeeping or grocery shopping when our resident returns from a hospital stay is critical for their quality of life.

·         Funding to provide for holiday events and celebrations which include Older Americans’ Month of May and our resident holiday meal and entertainment.

·         New residents receive kitchen pot holders reminding them “Never to walk away from the stove when cooking!” as a fire safety measure.

Needs Statement
Our most pressing needs:
 
1.  Trading in our 20 passenger bus for a wheelchair accessible bus: $35,000  
2.  Quality of life activities, celebrations and housekeeping services after a hospital stay $4,000.
Background Statement
The Jefferson Center Foundation was established in 1978 to provide for all the little extras that the annual budget of Jefferson Center does not provide for.  Additional funds are needed each year to continue to provide the quality of life our residents deserve.
Areas Served
Areas Served
Area
FL- Sarasota
Areas Served Comments

National

 
Service Categories
Primary Org Type Housing, Shelter
Secondary Org Type
Tertiary Org Type
Statement from the Board Chair/Board President

As the President of the Board of Directors of the Jefferson Center Foundation, I am very proud of our mission to provide the little extras that make for a wonderful quality of life for our 220 residents. As our senior community reaches its 50th anniversary, providing the much needed affordable housing that Sarasota so desperately needs, has been both challenging and rewarding. 

Our present challenge is transportation of our seniors. This year, we hope to trade in our present 20 passenger bus for a wheelchair accessible bus to assist those residents in wheelchairs, walkers and scooters. We ask for your support to help us with challenge.

 

Shan A. Mohammad, President

Jefferson Center Foundation, Inc.

Statement from the CEO/Executive Director

For almost 50 years Jefferson Center has provided a comfortable, safe home to many residents who need affordable housing.  Applicants must be 62 years or older, income verified to meet HUD established income limits and criminal background checks are done.  Jefferson Center is open to all persons that meet these requirements regardless of race, color, religion, sex, national origin, familial status and disability in compliance with the Fair Housing Act. 

It is a privilege to be the Administrator of Jefferson Center.  Our present concern, is providing the much needed transportation for residents who need the assistance of a wheelchair accessible bus. 

Dawn S. Lucido, Administrator 
Programs
Description

The Jefferson Center Foundation provides the extra activities that the Jefferson Center HUD budget cannot accommodate.

  1. In May during Older Americans Month, an activity is provided each week: Thank you to Volunteers and Staff, Mothers Day celebration and Memorial Day celebration.
  2. Holiday Events:  Breakfast with Santa and pictures, Resident Holiday Party, Chanukah Celebration, Holiday Decorating Party, and Celebration of Life. 
  3. Bus trips for grocery shopping, museum trips and theater/movies.
Budget $3,000
Category Human Services, General/Other Senior Residential Facilities Programs
Program Linked to Organizational Strategy Yes
Population Served Elderly and/or Disabled Elderly and/or Disabled Elderly and/or Disabled
Short Term Success The program activities provide residents with a superior quality of life.
Long Term Success The long-term success is the satisfaction expressed by our residents.  We include our residents in decision making when choosing programming for them. 
Program Success Monitoring We monitor the program by tracking how many residents attend.  We also meet with our residents to discuss the programming and include their likes and dislikes.
Program Success Examples A resident expressed the following comment:  "I am thankful to be at Jefferson Center because of the sense of independence and feeling safe and secure.  Jefferson Center is surrounded with people who are friendly and the staff makes you welcome and is eager to help you.  Most of all there are so many activities for your to participate in and places to go.  Thank you Jefferson Center!"
Comments
Program Comments by Organization

The challenge for the Jefferson Center Foundation is to obtain the resources to provide residents with support programs, chore services and activities. Transportation is critical and our goal is to provide a wheel chair accessible bus for our residents.

 
CEO/Executive Director
CEO/Executive Director Dawn S. Lucido
CEO Term Start Aug 2004
CEO/Executive Director Email dawn.lucido@jeffersoncenter.net
Experience

A dependable, trustworthy, professional, with a proven 30 year track record of excellent property management skills.  Highly skilled as a problem solver in conflict resolution, handling crisis situations, peer mediation and negotiation of contracts.  Communicates effectively with management and board of trustees; excellent team builder and proven grant writer.  

Former CEOs/Executive Directors
NameTerm
Sandra L Dinger June 2000 - Mar
Mary Stults Dec 1987 - Aug
Senior Staff
NameTitle
Staff & Volunteer Statistics
Full Time Staff 8
Part Time Staff 1
Staff Retention Rate % 88
Professional Development Yes
Contractors 0
Volunteers 11
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation No
Senior Management Formal Evaluation No
Non-Management Formal Evaluation No
Collaborations
Jefferson Center Foundation collaborates with Jefferson Center, Inc., US Dept of HUD, Sarasota County Green Partnership, Leading Age and LeadingAge Florida.
Affiliations
AffiliationYear
External Assessments and Accreditations
Assessment/AccreditationYear
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years
Strategic Plan Adopted 0
Management Succession Plan No
Continuity of Operations Plan No
Policies
Nondiscrimination Policy No
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy No
Policies and Procedures No
Comments
Management Comments by Organization


Board Chair
Board Chair Shan A Mohammed Dr.
Company Affiliation Retired
Board Term Jan 2015 to Dec 2016
Board Chair Email
Board Members
Board Members
NameAffiliation
Lorraine Berry Retired
Susan Brucklacher Community Volunter
Richard T. Happy Retired
James Keeney Retired
Dawn S. Lucido Administrator, Jefferson Center, Inc.
Dr. Shan Mohammed Retired
Donald R. St. Clair Retired
Mary W. Stults Community Volunteer
Peter R. Thompson Retired
Mariano J. Vera Retired
Deana Widder Community Volunteer
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 10
Hispanic/Latino 0
Native American/American Indian 0
Other 0 1
Board Gender
Male 6
Female 5
Unspecified 0
Governance
Board Term Lengths 1
Board Term Limits 99
Board Orientation Yes
Number of Full Board Meetings Annually 3
Board Meeting Attendance % 88
Board Self-Evaluation No
Written Board Selection Criteria No
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions
Fiscal Year Projections
Fiscal Year Begins 2016
Fiscal Year Ends 2016
Projected Revenue $3,500.00
Projected Expenses $3,500.00
Organization has Endowment No
Endowment Spending Policy N/A
Capital Campaign
In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
IRS Form 990s
Historical Financial Review
Expense Allocation
Fiscal Year201520142013
Program Expense$2,759$3,477$4,448
Administration Expense$267$305$231
Fundraising Expense$0$0$0
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses5.900.590.45
Program Expense/Total Expenses91%92%95%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$46,510$31,673$33,227
Current Assets$46,510$31,673$33,227
Long-Term Liabilities$0$0$0
Current Liabilities$0$0$0
Total Net Assets$46,510$31,673$33,227
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountContributions, gifts, grants $17,301Contributions, gifts, grants $1,976Contributions, gifts, grants $1,607
Second Highest Funding Source & Dollar AmountInvestment Income $302Investment Income $147Investment Income $303
Third Highest Funding Source & Dollar AmountOther $150Bottled Water Income $95Bottled Water Income $186
CEO/Executive Director Compensation $50,001 - $75,000
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities------
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Foundation Financial information taken from unaudited compilations.  Contributions include foundation and corporate support.
Nonprofit Jefferson Center Foundation Inc
Address 930 NORTH TAMIAMI TRAIL
SARASOTA, FL 4063
Phone 941 953-9585

THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE (1-800-HELP-FLA) OR FROM THE WEBSITE: WWW.FRESHFROMFLORIDA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. ONE HUNDRED PERCENT (100%) OF EACH CONTRIBUTION IS RECEIVED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. REGISTRATION #SC-02471.