2023-11-15T08:55:58-06:00 2022-12-31 HW&CO 28601 Chagrin Blvd 210 Woodmere OH 44122 990 2022-01-01 251924636 South Franklin Circle % BRIAN WASSIL SOUT 2167912969 16575 SOUTH FRANKLIN STREET CHAGRIN FALLS OH 44022 Brian Wassil CFO 2167912780 2022-08-30 true Brian Wassil 999009999 David M Reape CPA P00068117 2168311200 3 2022 2023-04-26 12:10:37Z KENDRA URDZIK 2181 AMBLESIDE DRIVE CLEVELAND OH 44106 17549558 false X WWW.JUDSONSMARTLIVING.ORG X 2004 OH TO CREATE A CARING COMMUNITY FOR OLDER ADULTS FOR CONNECTION, ENGAGEMENT AND SUPPORT. 7 7 132 83 0 1084767 314082 16468604 17158653 26117 68047 31993 7276 17611481 17548058 0 0 0 0 4576085 5263768 0 0 0 13724340 14219717 18300425 19483485 -688944 -1935427 119628647 114018036 122195804 123590317 -2567157 -9572281 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 16932285 17100929 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. 16932285 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 27 0 true 132 true true true false false false false false false false false false false false X 7 7 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 365292 6239 CINDY STRUK VP OF HEALTH SERVICES/CHCO 15.0 34.0 X 0 228994 4798 JAMES CARNOVALE CFO THROUGH MAY 22 15.0 27.0 X 0 206517 26719 JOAN RIEDE DIRECTOR OF SALES, S. FRANKLIN 40.0 0.0 X 169213 0 12204 WILLIAM E FEHRENBACH VP of Project Management 20.0 20.0 X 0 177644 3716 DIANNA HUCKESTEIN VP OF MARKETING & SALES 16.0 26.0 X 0 157109 3439 CATHERINE OKOKO AIDE 40.0 0.0 X 133300 0 2244 TIFFANY COOPER VP S. FRANKLIN 40.0 0.0 X 123391 0 2733 BRIAN WASSIL VP OF FINANCE JSI/CFO 15.0 27.0 X 0 119615 2531 TIFFANY BARNETT NURSE 40.0 0.0 X 120245 0 354 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 REX G MASON VICE CHAIR 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 546149 1255171 64977 6 false true false TOUCHSTONE RENOVATIONS 306 WALMAR BAY VILLAGE OH 44140 RENOVATIONS 200541 HOMESTEAD INTERIORS 602 SOUTH STREET SUITE B-1 CHARDON OH 44024 RENOVATIONS 578849 LANDMARK DESIGNS 3444 TEAL CT REMINDERVILLE OH 44202 LANDSCAPING&CLEANING 477623 CLEVELAND BUILDING RESTORATION LLC 7015 KRICK RD WALTON HILLS OH 44146 MASONARY RESTORATION 182488 INTELYCARE INC PO BOX 200413 PITTSBURGH OH 152510413 AGENCY-NURSE&AIDES 177405 13 152579 161503 40 314082 INDEPENDENT/ASSISTED LIVING 623990 17092653 17092653 PROVIDER RELIEF FUNDS 900099 66000 66000 17158653 67047 67047 0 0 0 0 0 2500 1500 1000 1000 1000 0 0 0 0 0 0 0 0 0 MISCELLANEOUS REVENUE 900099 7276 7276 7276 17548058 17166929 67047 0 0 0 0 0 0 4243577 3620620 622957 52446 45104 7342 592380 509447 82933 375365 322814 52551 865143 865143 475 422 53 0 0 0 0 51424 45649 5775 214650 214650 348007 305319 42688 102536 78645 23891 0 2079647 2068949 10698 4198 3220 978 0 1067 818 249 2009179 2001142 8037 0 4708783 4689948 18835 244009 244009 OUTSIDE SERVICES 1884799 1673136 211663 SUPPLIES 865921 835853 30068 REPAIRS & MAINT 361209 277047 84162 THERAPY 306731 306731 171939 147421 24518 19483485 16932285 2551200 0 1500 1500 8284806 4736117 749787 599863 1259500 850317 0 0 0 0 0 0 56800 44752 33613 39108 161162980 59396705 104967531 101766275 0 0 1699597 1650367 0 0 0 0 2575513 4329737 119628647 114018036 5591430 5147950 0 0 14770639 15181632 0 0 0 0 0 0 32667885 31594486 0 0 69165850 71666249 122195804 123590317 X -3457989 -10519843 890832 947562 -2567157 -9572281 119628647 114018036 X -1935427 -78474 -4991223 X false true X true false X 60136 82656 1575636 1084767 314082 3117277 15582306 16481723 16892682 16468604 17158653 82583968 0 0 0 15642442 16564379 18468318 17553371 17472735 85701245 0 0 0 85701245 75536 195432 67746 25117 67047 430878 0 75536 195432 67746 25117 67047 430878 0 89587 27668 357942 31993 7276 514466 15807565 16787479 18894006 17610481 17547058 86646589 0.98909 0.98812 0.00497 0.00508 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3257635 3257635 144791181 49699736 95091445 4508722 3823731 684991 8605442 5873238 2732204 101766275 0 DEPOSITS 514188 ENTRY FEES GUARANTEED REFUND 71128708 DUE TO AFFILIATES 23353 71666249 X X X X false false false false false false false false false KENDRA URDZIK CEO 325972 32120 7200 6100 139 371531 JAMES CARNOVALE CFO THROUGH MAY 22 184601 18316 3600 4285 22434 233236 JOAN RIEDE DIRECTOR OF SALES, S. FRANKLIN 116463 52750 3438 8766 181417 DIANNA HUCKESTEIN VP OF MARKETING & SALES 157109 3300 139 160548 WILLIAM E FEHRENBACH VP of Project Management 152444 18000 7200 3577 139 181360 CINDY STRUK VP OF HEALTH SERVICES/CHCO 196794 25000 7200 4659 139 233792 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 CONDUCTS 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 BOARD 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 AN AUTO 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 JAMES CARNOVALE - 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: $(4,991,223) 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