2024-11-05T12:55:52-06:00 2023-12-31 HW&CO 28601 Chagrin Blvd 210 Woodmere OH 44122 990 2023-01-01 251924636 South Franklin Circle % BRIAN WASSIL SOUT 4404578280 16575 SOUTH FRANKLIN STREET CHAGRIN FALLS OH 44022 Kendra Urdzik PRESIDENT AND CEO 4404578280 2024-11-05 true true David M Reape CPA P00068117 2168311200 2023 2024-10-15 13:58:12Z Kendra Urdzik 2181 Ambleside Drive Cleveland OH 44106 20196548 false X WWW.JUDSONSMARTLIVING.ORG X 2004 OH TO CREATE A CARING COMMUNITY FOR OLDER ADULTS FOR CONNECTION, ENGAGEMENT AND SUPPORT. 9 9 126 83 0 314082 1006995 17158653 18865310 68047 270570 7276 41093 17548058 20183968 0 0 0 0 5263768 5240865 0 0 0 14219717 14918227 19483485 20159092 -1935427 24876 114018036 109430900 123590317 124951509 -9572281 -15520609 TO CREATE A CARING COMMUNITY FOR OLDER ADULTS FOR CONNECTION, ENGAGEMENT AND SUPPORT. OUR VALUES ARE REFLECTED IN OUR PROGRAMS AND SERVICES THROUGH RESPECTING INDIVIDUALS, ENSURING QUALITY, EMBRACING DIVERSITY, MAINTAINING INTEGRITY, VALUING PARTNERSHIPS, ENCOURAGING PERSONAL DEVELOPMENT, PROMOTING COMMUNITY INVOLVEMENT, PRACTICING SOUND BUSINESS PRINCIPLES AND UPHOLDING OUR COMMITMENT TO OUR NOT FOR PROFIT MISSION. false false 17453927 18893823 OPENED IN 2009, SOUTH FRANKLIN CIRCLE IS A FULL SERVICE RETIREMENT COMMUNITY OFFERING INDEPENDENT AND ASSISTED LIVING ON ITS CAMPUS IN CHAGRIN FALLS, OHIO AND SKILLED NURSING SERVICES AT JUDSON, A RELATED 501(C)(3) ORGANIZATION. SOUTH FRANKLIN CIRCLE ALSO PROVIDES THERAPY SERVICES AND A WIDE MENU OF HEALTH, FITNESS, EDUCATIONAL, CULTURAL, AND PERFORMING ARTS PROGRAMS. SFC ALSO OFFERS COMMUNITY MEMBERSHIPS TO THEIR POOL AND WELLNESS PROGRAMS AS WELL AS OPENING MANY OF THEIR CULTURAL AND EDUCATIONAL PROGRAMS TO INDIVIDUALS IN THE LARGER CHAGRIN VALLEY COMMUNITY. 17453927 true true false false false false false false false false true false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 29 0 true 126 true true true false false false false false false false false false false false X 9 9 false false false false false false false true true false false true true true true true true true true false OH X BRIAN WASSIL 2167912688 2181 AMBLESIDE DRIVE CLEVELAND OH 44106 KENDRA URDZIK CEO 15.0 27.0 X 0 382029 6739 BRIAN WASSIL VP OF FINANCE JSI/CFO 15.0 27.0 X 0 215040 4440 CINDY STRUK VP OF HEALTH SERVICES/CHCO 15.0 34.0 X 0 201871 4399 DIANNA HUCKESTEIN VP OF MARKETING & SALES 16.0 26.0 X 0 176761 3835 WILLIAM E FEHRENBACH VP of Project Management 20.0 20.0 X 0 175807 3847 LUCY JENNINGS AIDE 86.0 0.0 X 154294 0 2989 CATHERINE OKOKO AIDE 75.75 0.0 X 130410 0 2747 TIFFANY COOPER VP S. FRANKLIN 40.0 0.0 X 129084 0 2850 JOAN RIEDE DIRECTOR OF SALES, S. FRANKLIN 40.0 0.0 X 125456 0 2703 SONJA C RAJKI TRUSTEE 1.0 1.25 X 0 0 0 DOUGLAS WANG CHAIR 1.0 3.25 X X 0 0 0 SAMUEL S HARTWELL TRUSTEE 1.0 2.25 X X 0 0 0 BARBARA L HAWLEY SECRETARY 1.0 2.25 X X 0 0 0 JAY CHIP AUWERTER TRUSTEE 1.0 1.25 X 0 0 0 TIMOTHY REYNOLDS TREASURER 1.0 2.25 X X 0 0 0 JUDY BODENHAMER TRUSTEE 1.0 2.25 X 0 0 0 THOMAS NOBBE VICE CHAIR 1.0 3.25 X X 0 0 0 KEVIN B SHAW TRUSTEE 1.0 2.25 X 0 0 0 539244 1151508 34549 5 false true false TOUCHSTONE RENOVATIONS 306 WALMAR BAY VILLAGE OH 44140 RENOVATIONS 533905 LANDMARK DESIGNS 3444 TEAL CT REMINDERVILLE OH 44202 LANDSCAPING&CLEANING 628116 INTELYCARE INC PO BOX 200413 PITTSBURGH OH 152510413 AGENCY-NURSE&AIDES 270820 RHC ENTERPRISES INC PO BOX 362 RICHFIELD OH 44286 RENOVATIONS 824617 POWERBACK REHABILITATION PO BOX 821332 PHILADELPHIA PA 19146 REHABILITATION 291245 10 93207 904642 9146 1006995 INDEPENDENT/ASSISTED LIVING 623990 18847210 18847210 PROVIDER RELIEF FUNDS 900099 18100 18100 18865310 283150 283150 0 0 0 0 0 12580 -12580 -12580 -12580 0 0 0 0 0 0 0 0 0 MISCELLANEOUS REVENUE 900099 41093 41093 41093 20183968 18893823 283150 0 0 0 0 0 0 4496693 3853216 643477 58629 50345 8284 302959 260151 42808 382584 328525 54059 1007970 1007970 0 0 0 0 0 152683 135445 17238 227579 227579 216449 189470 26979 87159 66162 20997 0 2308629 2298002 10627 4075 3093 982 0 3171 2407 764 1966129 1957376 8753 0 4920308 4900627 19681 272880 272880 OUTSIDE SERVICES 1922899 1705804 217095 SUPPLIES 988613 956641 31972 REPAIRS & MAINT 375994 285417 90577 THERAPY 287877 287877 175812 173369 2443 20159092 17453927 2705165 0 1500 2514 4736117 4953623 599863 479009 850317 913505 0 0 0 0 0 0 44752 43215 39108 48976 163182684 64270750 101766275 98911934 0 0 1650367 1723297 0 0 0 0 4329737 2354827 114018036 109430900 5147950 8816228 0 0 15181632 14565926 0 0 0 0 0 0 31594486 30478206 0 0 71666249 71091149 123590317 124951509 X -10519843 -16413175 947562 892566 -9572281 -15520609 114018036 109430900 X 24876 26796 -6000000 X false true X true false X 82656 1575636 1084767 314082 1006995 4064136 16481723 16892682 16468604 17158653 18865310 85866972 0 0 0 16564379 18468318 17553371 17472735 19872305 89931108 0 0 0 89931108 195432 67746 25117 67047 283150 638492 0 195432 67746 25117 67047 283150 638492 0 27668 357942 31993 7276 41093 465972 16787479 18894006 17610481 17547058 20196548 91035572 0.98787 0.98909 0.00701 0.00497 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3257635 3257635 146250286 54007659 92242627 5021329 4001921 1019407 8653434 6261170 2392265 98911934 0 DEPOSITS 396484 ENTRY FEES GUARANTEED REFUND 70684094 DUE TO AFFILIATES 10571 71091149 X X X X false false false false false false false false false KENDRA URDZIK CEO 339966 42063 6600 139 388768 DIANNA HUCKESTEIN VP OF MARKETING & SALES 161761 15000 3696 139 180596 WILLIAM E FEHRENBACH VP of Project Management 155807 20000 3708 139 179654 CINDY STRUK VP OF HEALTH SERVICES/CHCO 201871 4260 139 206270 BRIAN WASSIL VP OF FINANCE JSI/CFO 203707 11333 4301 139 219480 LUCY JENNINGS AIDE 151644 2650 2850 139 157283 PAGE 6, PART VI, SECTION B, #11B FORM 990 REVIEW PROCESS: THE FORM 990 IS REVIEWED BY THE BOARD AUDIT COMMITTEE. PAGE 6, PART VI, SECTION B, #12C MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY: OFFICERS AND ALL BOARD MEMBERS ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS. PAGE 6, PART VI, SECTION B, #15A & 15B PROCESS FOR DETERMINING COMPENSATION: THE EXECUTIVE COMMITTEE ACTS AS THE COMPENSATION COMMITTEE AND ANNUALLY ONDUCTS A REVIEW OF THE COMPENSATION OF THE CEO AND CFO. FOR DETERMINING THE COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES, COMPENSATION SURVEYS ARE REGULARLY ACQUIRED FROM AN INDEPENDENT OUTSIDE PARTY TO ASSIST IN THE ONGOING REVIEW OF COMPENSATION LEVELS. EXTERNAL BENCHMARK AMOUNTS ARE ALSO USED FOR ALL OFFICERS AND KEY EMPLOYEES. THE COMPENSATION OF THE ORGANIZATION'S CEO IS DETERMINED BY ALL EXECUTIVE COMMITTEE MEMBERS COMPLETING AN EVALUATION FORM. ALL MEMBERS DISCUSS THE CEO'S PERFORMANCE AND THE EXECUTIVE COMMITTEE THEN MEETS AND DETERMINES THE COMPENSATION BASED ON THE DISCUSSION AND EVALUATIONS. THE COMPENSATION OF THE ORGANIZATION'S CFO IS DETERMINED BY THE CEO SUMMARIZING THE CFO'S PERFORMANCE AND PRESENTING IT TO THE BOARD. THE BOARD CONSIDERS THE CEO'S RECOMMENDATION OF THE CFO'S PERFORMANCE AND DISCUSSES THE RECOMMENDATION WITHOUT THE CFO PRESENT AND REVIEWS AND APPROVES THE CFO'S COMPENSATION, AS APPROPRIATE. THE CEO DETERMINES APPROPRIATE COMPENSATION FOR KEY EMPLOYEES UTILIZING EMPLOYEE EVALUATIONS, INCLUDING PERFORMANCE GOALS ASSESSMENTS. CORPORATE OFFICER'S EXPENSE REIMBURSEMENT POLICY IS THE SAME AS FOR ALL EMPLOYEES. THE ONLY EXCEPTIONS ARE CEO, CFO AND OTHER KEY EMPLOYEES ALSO HAVE A CAR ALLOWANCE OF $600 PER MONTH. PAGE 6, PART VI, SECTION C, #19 DOCUMENTS AVAILABLE TO PUBLIC: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PAGE 7, PART VII, SECTION A, #1A, COLUMN (B) ALLOCATION OF HOURS WORKED: HOURS WORKED PER WEEK ARE ALLOCATED BETWEEN THE FILING ORGANIZATION AND RELATED ORGANIZATIONS AS FOLLOWS FOR THE INDIVIDUALS LISTED WITHIN PART VII: KENDRA URDZIK - TOTAL HOURS PER WEEK = 42, SPLIT: JUDSON SERVICES, INC. - 6 HRS JUDSON - 15 HRS JUDSON HOME CARE - 2 HRS JUDSON FOUNDATION - 4 HRS SOUTH FRANKLIN CIRCLE - 15 HRS BRIAN WASSIL - TOTAL HOURS PER WEEK = 42, SPLIT: JUDSON SERVICES, INC. - 6 HRS JUDSON - 15 HRS JUDSON HOME CARE - 2 HRS JUDSON FOUNDATION - 4 HRS SOUTH FRANKLIN CIRCLE - 15 HRS PAGE 12, PART XI, #9 RECONCILIATION OF NET ASSETS: TRANSFER OF NET ASSETS TO RELATED PARTIES: $(6,000,000) JUDSON 2181 AMBLESIDE DRIVE CLEVELAND OH 44106 340714539 HEALTH CARE OH 501(C)(3) 10 JUD SVCS false JUDSON SERVICES INC 2181 AMBLESIDE DRIVE CLEVELAND OH 44106 320051961 SUPPORT SVCS OH 501(C)(3) 12A-TYPE I NA false JUDSON HOME CARE 2181 AMBLESIDE DRIVE CLEVELAND OH 44106 341918993 HOME CARE SVC OH 501(C)(3) 10 JUD SVCS false JUDSON FOUNDATION 2181 AMBLESIDE DRIVE CLEVELAND OH 44106 320048863 FUNDRAISING OH 501(C)(3) 12B-TYPE II JUD SVCS false false false true true false false false false false false false true false false false false true false