SOUTH FRANKLIN CIRCLE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SOUTH FRANKLIN CIRCLE (EIN 25-1924636)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-15
- IRS object ID
- 202543199349300949
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-15T11:22:23-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28601 CHAGRIN BLVD SUITE 210 | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251924636 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTH FRANKLIN CIRCLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 4404578280 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16575 SOUTH FRANKLIN STREET | AddressLine1Txt |
| City | CHAGRIN FALLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENDRA URDZIK | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 4404578280 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID REAPE | PreparerPersonNm |
| PTIN | P00068117 | PTIN |
| Phone | 2168311200 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENDRA URDZIK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2181 AMBLESIDE DRIVE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,173,856 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JUDSONSMARTLIVING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | A NOT-FOR-PROFIT DEDICATED TO ENRICHING THE LIVES OF OLDER ADULTS IN NE OHIO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 108 | TotalEmployeeCnt |
| Total Volunteers | 93 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,006,995 | PYContributionsGrantsAmt |
| CY Contributions Grants | $218,997 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,865,310 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,498,915 | CYProgramServiceRevenueAmt |
| PY Investment Income | $270,570 | PYInvestmentIncomeAmt |
| CY Investment Income | -$359,909 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,093 | PYOtherRevenueAmt |
| CY Other Revenue | $81,288 | CYOtherRevenueAmt |
| PY Total Revenue | $20,183,968 | PYTotalRevenueAmt |
| CY Total Revenue | $20,439,291 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,240,865 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,535,200 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,918,227 | PYOtherExpensesAmt |
| CY Other Expenses | $16,464,609 | CYOtherExpensesAmt |
| PY Total Expenses | $20,159,092 | PYTotalExpensesAmt |
| CY Total Expenses | $21,999,809 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $24,876 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,560,518 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $109,430,900 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,319,969 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $124,951,509 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $123,474,501 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$15,520,609 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$19,154,532 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,543,026 | ExpenseAmt |
| Revenue | $19,845,638 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $18,543,026 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 108 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLE WHITING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2167912688 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2181 AMBLESIDE DRIVE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SAMUEL S HARTWELL | ||||||||
| TRUSTEE | 1.00 | 2.25 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS A NOBBE | ||||||||
| CHAIR | 1.00 | 3.25 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| THE VERY REV TRACEY LIND | ||||||||
| TRUSTEE | 1.00 | 2.25 | Yes (X) | $0 | $0 | $0 | ||
| JAY P CHIP AUWERTER | ||||||||
| SECRETARY | 1.00 | 2.25 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHRISTOPHER E SMYTHE | ||||||||
| TRUSTEE | 1.00 | 1.25 | Yes (X) | $0 | $0 | $0 | ||
| REX G MASON | ||||||||
| TREASURER | 1.00 | 2.25 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DOUGLAS WANG | ||||||||
| TRUSTEE | 1.00 | 2.25 | Yes (X) | $0 | $0 | $0 | ||
| JUDY BODENHAMER | ||||||||
| VICE CHAIR | 1.00 | 2.25 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KEVIN B SHAW | ||||||||
| TRUSTEE | 1.00 | 1.25 | Yes (X) | $0 | $0 | $0 | ||
| KENDRA URDZIK | ||||||||
| CEO | 15.00 | 27.00 | $0 | $416,900 | $30,195 | Yes (X) | ||
| TIFFANY COOPER | ||||||||
| VP S. FRANKLIN, THRU 7/2024 | 40.00 | 0.00 | $89,656 | $0 | $12,029 | Yes (X) | ||
| CINDY STRUK | ||||||||
| VP OF HEALTH SERVICES/CHCO | 15.00 | 34.00 | $0 | $224,195 | $17,916 | Yes (X) | ||
| BRIAN WASSIL | ||||||||
| VP OF FINANCE JSI/CFO (THRU 10/2024) | 15.00 | 27.00 | $0 | $242,359 | $9,839 | Yes (X) | ||
| NANCY SUTULA | ||||||||
| EXECUTIVE DIRECTOR, BEG 12/2024 | 40.00 | 0.00 | $2,788 | $0 | $0 | Yes (X) | ||
| DIANNA HUCKESTEIN | ||||||||
| VP OF MARKETING & SALES | 16.00 | 26.00 | $0 | $178,775 | $24,495 | Yes (X) | ||
| WILLIAM E FEHRENBACH | ||||||||
| VP OF PROJECT MANAGEMENT | 20.00 | 20.00 | $0 | $185,032 | $7,739 | Yes (X) | ||
| CATHERINE OKOKO | ||||||||
| AIDE | 40.00 | 0.00 | $152,810 | $0 | $9,177 | Yes (X) | ||
| LUCY JENNINGS | ||||||||
| AIDE | 40.00 | 0.00 | $135,543 | $0 | $13,716 | Yes (X) | ||
| VINESSA EASTER | ||||||||
| SALES DIRECTOR | 40.00 | 0.00 | $121,537 | $0 | $11,516 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $502,334 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,247,261 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $136,622 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RHC ENTERPRISES INC | |||||
| PO BOX 362 | RICHFIELD | OH | 44286 | RENOVATIONS | $1,485,766 |
| LANDMARK DESIGNS | |||||
| 3444 TEAL CT | REMINDERVILLE | OH | 44202 | LANDSCAPING&CLEANING | $606,015 |
| BUILDING INTEGRATED SERVICES LLC | |||||
| 7777 FIRST PLACE | OAKWOOD VILLAGE | OH | 44146 | MAINTENANCE/BUILDING MAINTENANCE | $582,752 |
| POWERBACK REHABILITATION | |||||
| PO BOX 821332 | PHILADELPHIA | PA | 19146 | REHABILITATION | $355,773 |
| INTELYCARE INC | |||||
| PO BOX 787317 | PHILADELPHIA | OH | 191787317 | HEALTHCARE STAFFING | $308,838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $118,756 | RelatedOrganizationsAmt |
| All Other Contributions | $100,241 | AllOtherContributionsAmt |
| Total Contributions | $218,997 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INDEPENDENT/ASSISTED LIVING | Desc |
| Business | 623990 | BusinessCd |
| Total Revenue Column | $20,498,915 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,498,915 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,498,915 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $374,656 | TotalRevenueColumnAmt |
| Exclusion | $374,656 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $734,565 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$734,565 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$734,565 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$734,565 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $81,288 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $81,288 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $81,288 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,439,291 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,845,638 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $374,656 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,473 | TotalAmt |
| Management And General | $104,473 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,585,997 | TotalAmt |
| Program Services | $4,083,261 | ProgramServicesAmt |
| Management And General | $502,736 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,365 | TotalAmt |
| Program Services | $70,104 | ProgramServicesAmt |
| Management And General | $7,261 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,048 | TotalAmt |
| Program Services | $314,175 | ProgramServicesAmt |
| Management And General | $35,873 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,317 | TotalAmt |
| Program Services | $364,931 | ProgramServicesAmt |
| Management And General | $52,386 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,689,500 | TotalAmt |
| Management And General | $1,689,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,558 | TotalAmt |
| Program Services | $65,104 | ProgramServicesAmt |
| Management And General | $5,454 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,893 | TotalAmt |
| Management And General | $271,893 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,442 | TotalAmt |
| Program Services | $322,650 | ProgramServicesAmt |
| Management And General | $44,792 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,361 | TotalAmt |
| Program Services | $81,719 | ProgramServicesAmt |
| Management And General | $47,642 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,444,020 | TotalAmt |
| Program Services | $2,433,727 | ProgramServicesAmt |
| Management And General | $10,293 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,494 | TotalAmt |
| Program Services | $3,471 | ProgramServicesAmt |
| Management And General | $2,023 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,712 | TotalAmt |
| Program Services | $5,503 | ProgramServicesAmt |
| Management And General | $3,209 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,915,595 | TotalAmt |
| Program Services | $1,906,568 | ProgramServicesAmt |
| Management And General | $9,027 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,059,156 | TotalAmt |
| Program Services | $5,038,924 | ProgramServicesAmt |
| Management And General | $20,232 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,157 | TotalAmt |
| Management And General | $325,157 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OUTSIDE SERVICES | $2,339,345 | $2,158,510 | $180,835 |
| SUPPLIES | $1,015,455 | $983,306 | $32,149 |
| THERAPY | $359,339 | $359,339 | |
| REPAIRS & MAINT | $273,061 | $172,495 | $100,566 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,521 | TotalAmt |
| Program Services | $179,239 | ProgramServicesAmt |
| Management And General | $11,282 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,999,809 | TotalAmt |
| Program Services | $18,543,026 | ProgramServicesAmt |
| Management And General | $3,456,783 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,514 | BOYAmt |
| EOY | $52,354 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,953,623 | BOYAmt |
| EOY | $4,313,990 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,009 | BOYAmt |
| EOY | $270,748 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $913,505 | BOYAmt |
| EOY | $888,258 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,215 | BOYAmt |
| EOY | $52,411 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,976 | BOYAmt |
| EOY | $45,108 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $164,583,537 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $69,109,298 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,911,934 | BOYAmt |
| EOY | $95,474,239 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,723,297 | BOYAmt |
| EOY | $684,683 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,354,827 | BOYAmt |
| EOY | $2,538,178 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,430,900 | BOYAmt |
| EOY | $104,319,969 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,816,228 | BOYAmt |
| EOY | $10,191,606 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,565,926 | BOYAmt |
| EOY | $17,010,724 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,478,206 | BOYAmt |
| EOY | $29,308,948 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,091,149 | BOYAmt |
| EOY | $66,963,223 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,951,509 | BOYAmt |
| EOY | $123,474,501 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$16,413,175 | BOYAmt |
| EOY | -$20,097,341 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $892,566 | BOYAmt |
| EOY | $942,809 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$15,520,609 | BOYAmt |
| EOY | -$19,154,532 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,430,900 | BOYAmt |
| EOY | $104,319,969 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,560,518 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,828 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,069,577 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,575,636 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,084,767 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $314,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,006,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $218,997 | CurrentTaxYearAmt |
| Total | $4,200,477 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,892,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,468,604 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,158,653 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,865,310 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,498,915 | CurrentTaxYearAmt |
| Total | $89,884,164 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,468,318 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,553,371 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,472,735 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,872,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,717,912 | CurrentTaxYearAmt |
| Total | $94,084,641 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $94,084,641 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,117 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,047 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $283,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $374,656 | CurrentTaxYearAmt |
| Total | $817,716 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,117 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,047 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $283,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $374,656 | CurrentTaxYearAmt |
| Total | $817,716 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $357,942 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,288 | CurrentTaxYearAmt |
| Total | $519,592 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,894,006 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,610,481 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,547,058 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,196,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,173,856 | CurrentTaxYearAmt |
| Total | $95,421,949 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98600 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98790 | PublicSupportPY509Pct |
| Investment Income CY | 0.00860 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00700 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,257,635 | OtherCostOrOtherBasisAmt |
| Book Value | $3,257,635 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $148,239,067 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,415,015 | DepreciationAmt |
| Book Value | $89,824,052 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,048,818 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,037,206 | DepreciationAmt |
| Book Value | $1,011,612 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,038,017 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,657,077 | DepreciationAmt |
| Book Value | $1,380,940 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $95,474,239 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS | $846,686 |
| ENTRY FEES GUARANTEED REFUND | $66,101,250 |
| DUE TO AFFILIATES | $15,287 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $66,963,223 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENDRA URDZIK | ||||||||||||||
| CEO | $0 | $354,186 | $0 | $55,514 | $0 | $7,200 | $0 | $9,400 | $0 | $20,795 | $0 | $447,095 | $0 | $0 |
| BRIAN WASSIL | ||||||||||||||
| VP OF FINANCE JSI/CFO (THRU 10/2024 | $0 | $221,859 | $0 | $20,500 | $0 | $0 | $0 | $9,700 | $0 | $139 | $0 | $252,198 | $0 | $0 |
| CINDY STRUK | ||||||||||||||
| VP OF HEALTH SERVICES/CHCO | $0 | $216,995 | $0 | $0 | $0 | $7,200 | $0 | $8,900 | $0 | $9,016 | $0 | $242,111 | $0 | $0 |
| DIANNA HUCKESTEIN | ||||||||||||||
| VP OF MARKETING & SALES | $0 | $166,775 | $0 | $12,000 | $0 | $0 | $0 | $3,700 | $0 | $20,795 | $0 | $203,270 | $0 | $0 |
| WILLIAM E FEHRENBACH | ||||||||||||||
| VP OF PROJECT MANAGEMENT | $0 | $165,032 | $0 | $20,000 | $0 | $0 | $0 | $7,600 | $0 | $139 | $0 | $192,771 | $0 | $0 |
| CATHERINE OKOKO | ||||||||||||||
| AIDE | $152,810 | $0 | $0 | $0 | $0 | $0 | $4,600 | $0 | $4,577 | $0 | $161,987 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | JUDSON SENIOR LIVING IS A NOT-FOR-PROFIT, NON-DENOMINATIONAL ORGANIZATION DEDICATED TO ENRICHING THE LIVES OF OLDER ADULTS IN NORTHEAST OHIO. SINCE 1906, WE HAVE BEEN COMMITTED TO PROVIDING EXCEPTIONAL CARE AND SERVICES THROUGH OUR LOCATIONS, INCLUDING JUDSON PARK IN CLEVELAND HEIGHTS, JUDSON MANOR IN UNIVERSITY CIRCLE, SOUTH FRANKLIN CIRCLE IN CHAGRIN FALLS, AND OUR JUDSON AT HOME MEMBERSHIP COMMUNITY. AS A CONTINUING CARE RETIREMENT COMMUNITY, WE OFFER COMPREHENSIVE SERVICES INCLUDING: INDEPENDENT LIVING, ASSISTED LIVING, MEMORY SUPPORT, SHORT-TERM REHABILITATION, LONG-TERM SKILLED NURSING CARE, HOME CARE, HOSPICE, COMMUNITY MEMBERSHIPS, AND VARIOUS COLLABORATIVE OUTREACH INITIATIVES. AT JUDSON WE EMBRACE A CULTURE OF COMMUNITY AND BELONGING. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS: THE FORM 990 IS REVIEWED BY THE BOARD AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 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. |
| FORM 990, PART VI, SECTION B, LINE 15 | 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. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS AVAILABLE TO PUBLIC: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990. PART VII, SECTION A, LINE 1A | 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 |
| FORM 990, PART XI, LINE 9: | TRANSFER OF NET ASSETS TO RELATED PARTIES -2,069,577. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JUDSON | |||||||||||
| 2181 AMBLESIDE DRIVE | CLEVELAND | OH | 44106 | 340714539 | HEALTH CARE | OH | 501(C)(3) | LINE 10 | JUD SVCS | 0 | |
| JUDSON SERVICES INC | |||||||||||
| 2181 AMBLESIDE DRIVE | CLEVELAND | OH | 44106 | 320051961 | SUPPORT SVCS | OH | 501(C)(3) | LINE 12A, I | 0 | N/A | |
| JUDSON HOME CARE | |||||||||||
| 2181 AMBLESIDE DRIVE | CLEVELAND | OH | 44106 | 341918993 | HOME CARE SVC | OH | 501(C)(3) | LINE 10 | JUD SVCS | 0 | |
| JUDSON FOUNDATION | |||||||||||
| 2181 AMBLESIDE DRIVE | CLEVELAND | OH | 44106 | 320048863 | FUNDRAISING | OH | 501(C)(3) | LINE 12B, II | JUD SVCS | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |