JUDSON: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JUDSON (EIN 34-0714539)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201333169349304933
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-12T14:53:04-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Howard Wershbale & Co | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23240 Chagrin Blvd Suite 700 | AddressLine1 |
| City | Cleveland | City |
| State | OH | State |
| ZIP Code | 441225450 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714539 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Judson | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % GEORGE KAMPOSEK | InCareOfName |
| Name Control | JUDS | NameControl |
| Phone | 2167912969 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2181 Ambleside Road | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Cleveland | City |
| State | OH | State |
| ZIP Code | 44106 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES J CARNOVALE CPA | Name |
| Title | CFO | Title |
| Phone | 2167912688 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168311200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CYNTHIA DUNN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2181 AMBLESIDE DRIVE | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 32086575 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.judsonsmartliving.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1906 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | To provide programs and living options for individuals taking responsibility for their successful aging. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 525 | TotalNbrEmployees |
| Total Nbr Volunteers | 373 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 407713 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 141350 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 30269299 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 30580735 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 513198 | InvestmentIncomePriorYear |
| Investment Income Current Year | 121337 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 734621 | OtherRevenuePriorYear |
| Other Revenue Current Year | 897015 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 31924831 | TotalRevenuePriorYear |
| Total Revenue Current Year | 31740437 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 184491 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 121824 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16651107 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15916005 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14004171 | OtherExpensePriorYear |
| Other Expenses Current Year | 14224358 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 30839769 | TotalExpensesPriorYear |
| Total Expenses Current Year | 30262187 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1085062 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1478250 | RevenuesLessExpensesCY |
| Total Assets BOY | 41220702 | TotalAssetsBOY |
| Total Assets EOY | 37753191 | TotalAssetsEOY |
| Total Liabilities BOY | 58998903 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 58789448 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -17778201 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -21036257 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE PROGRAMS AND LIVING OPTIONS FOR INDIVIDUALS TAKING RESPONSIBILITY FOR THEIR SUCCESSFUL AGING. 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 26473640 | Expense |
| Revenue | 30917997 | Revenue |
| Description | Health Care delivery: RESIDENTIAL CARE TO THE ELDERLY INCLUDING NURSING CARE UNDER TITLES 18 AND 19, ALZHEIMER CARE, ASSISTED AND INDEPENDENT RESIDENTIAL LIVING ACCOMMODATIONS, THERAPY (PHYSICAL, OCCUPATIONAL, SPEECH) AND OTHER HEALTH AND SOCIAL SERVICES. Average daily census for 2012: Assisted Living - 62; Alzheimers - 18; Independent Living - 141. The Total average daily census for nursing care was 126 for 2012 of which 62 was the medicaid portion equating to 49% medicaid utilization. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 262903 | Expense |
| Revenue | 198662 | Revenue |
| Description | Wellness Programs: HEALTH AND WELLNESS PHYSICAL FACILITIES CONSIST OF A STATE OF THE ART FITNESS CENTER AND POOL WITH HOT TUB, AVAILABLE TO RESIDENTS (164 residents during 2012), STAFF (25 staff members during 2012), AND OUTSIDE COMMUNITY (230 individuals during 2012). PROGRAMS OFFERED ON BOTH INDIVIDUAL AND GROUP BASIS, INCLUDE AQUATIC THERAPY (SPECIALIZED MODALITIES FOR ARTHRITIC SENIORS, SWIMMING LESSONS, ETC.), YOGA, AND STRENGTH TRAINING. THERE ARE TWO INDIGENT COMMUNITY PARTICIPANTS TO WHOM ALL STANDARD PARTICIPATION FEES ARE WAIVED. IN ADDITION, THERE ARE SIX SATELLITE SITES, serving 80 individuals during 2012, WHERE EXERCISE PROGRAMS ARE HELD AND DISEASE PREVENTION, NUTRITION, AND OTHER EDUCATIONAL INFORMATION IS MADE AVAILABLE TO AREA SENIORS. Total classes attended during 2012 amounted to 14,558. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 217648 | Expense |
| Revenue | 292481 | Revenue |
| Description | PATIENT & FAMILY ENRICHMENT PROGRAMS: DAY ENRICHMENT CENTER IS A COMMUNITY BASED GROUP PROGRAM DESIGNED TO MEET THE NEEDS OF FUNCTIONALLY IMPAIRED ADULTS THROUGH A FULL DAY OF STRUCTURED ACTIVITIES; SUCH AS MODIFIED EXCERCISE TO MUSIC, LIFE SHARING DISCUSSIONS, GARDENING, ART AND MUSIC, CURRENT EVENTS, COOKING AND BAKING SESSIONS, SPECIAL EVENTS AND HOLIDAY PARTIES, WOODWORKING AND OTHER CRAFTS, AND GUIDED DAY TRIPS. TWO MEALS PER DAY ARE PROVIDED AND HEALTH MONITORING PROGRAMS ARE ALSO AVAILABLE. THE CENTER IS OPEN (OTHER THAN MAJOR HOLIDAYS) MONDAY TO FRIDAY 8:30 AM TO 4:30 PM. SERVICES PROVIDED INCLUDE AN INTER-GENERATIONAL COMPONENT PROVIDED BY YOUTH AND YOUNG ADULTS. Total attendance for 2012 was 5,639 of which 91% received medicaid assistance. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 26954191 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 68 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 525 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GEORGE KAMPOSEK | NamePerson |
| Telephone Number | 2167912969 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2181 AMBLESIDE DRIVE | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Rex G Mason | ||||||||
| CHAIR | 1.0 | 2.5 | X | X | 0 | 0 | 0 | |
| KEVIN B SHAW | ||||||||
| VICE CHAIR & TREASURER | 1.0 | 2.5 | X | X | 0 | 0 | 0 | |
| CHARLENE PHELPS | ||||||||
| SECRETARY | 1.0 | 3.5 | X | X | 0 | 0 | 0 | |
| RICHARD BAMBERGER | ||||||||
| TRUSTEE | 1.0 | 1.5 | X | 0 | 0 | 0 | ||
| JAMES VAIL | ||||||||
| ASSISTANT SECRETARY | 1.0 | 3.5 | X | X | ||||
| CATHERINE S KOPPELMAN | ||||||||
| TRUSTEE | 1.0 | 1.25 | X | 0 | 0 | 0 | ||
| WILLIAM A POWEL | ||||||||
| TRUSTEE | 1.0 | 1.25 | X | |||||
| DAVIS YOUNG | ||||||||
| TRUSTEE | 1.0 | 2.25 | X | 0 | 0 | 0 | ||
| CYNTHIA DUNN | ||||||||
| PRESIDENT/CEO | 10.0 | 32.0 | X | 412304 | 0 | 13013 | ||
| WILLIAM E FEHRENBACH | ||||||||
| VICE PRES - south franklin cir | 0.0 | 40.0 | X | 0 | 192301 | 11395 | ||
| JAMES CARNOVALE | ||||||||
| VP OF FINANCE OF JSI/cfo | 24.0 | 18.0 | X | 275330 | 0 | 24521 | ||
| KENDRA URDZIK | ||||||||
| VICE PRES-JUDSON HOME CARE | 0.0 | 40.0 | X | 63032 | 0 | 14689 | ||
| LEROY CALL | ||||||||
| VICE PRESIDENT | 40.0 | 0.0 | X | 141630 | 0 | 8874 | ||
| ALI BARKER | ||||||||
| EXECUTIVE CHEF-SOUTH FRANKLIN | 0.0 | 40.0 | 0 | 107917 | 18395 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 892296 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 300218 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 90887 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GENESIS ELDERCARE REHABILITATION SE | |||||
| PO BOX 7247-6524 | PHILADELPHIA | PA | 191706524 | THERAPY | 1906253 |
| touchstone renovations | |||||
| 29400 lincoln | BAY VILLAGE | OH | 44140 | renovation | 381157 |
| PRELUDE SERVICES | |||||
| 3911 HARTZDALE DRIVE | CAMP HILL | PA | 17011 | IT MANAGEMENT | 318771 |
| HAMLYN SENIOR MARKETING LLC | |||||
| 1415 ROUTE 70 EAST SUITE 309 | CHERRY HILL | NJ | 08034 | MARKETING | 176009 |
| frantz ward llp | |||||
| 127 public square suite 2500 | CLEVELAND | OH | 44114 | legal | 181162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| All Other Contributions | 141350 | AllOtherContributions |
| Total Contributions | 141350 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESIDENTIAL FEES | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 30580735 | TotalRevenueColumn |
| Related Or Exempt Function Income | 30580735 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 30580735 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 120014 | TotalRevenueColumn |
| Exclusion | $120,014 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 68610 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 68610 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 68610 | TotalRevenueColumn |
| Exclusion | $68,610 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 347461 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 346138 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1323 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1323 | TotalRevenueColumn |
| Exclusion | $1,323 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MANAGEMENT FEE | 900099 | 579311 | 579311 |
| TRUST FUND INCOME | 900099 | 136634 | 136634 |
| MISCELLANEOUS REVENUE | 900099 | 112460 | 112460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 828405 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31740437 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31409140 | RelatedOrExemptFunctionIncome |
| Exclusion | $189,947 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121824 | Total |
| Program Services | 121824 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 892296 | Total |
| Management And General | 892296 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11740016 | Total |
| Program Services | 10878433 | ProgramServices |
| Management And General | 861583 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 671887 | Total |
| Program Services | 578602 | ProgramServices |
| Management And General | 93285 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1125049 | Total |
| Program Services | 968846 | ProgramServices |
| Management And General | 156203 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1486757 | Total |
| Program Services | 1280334 | ProgramServices |
| Management And General | 206423 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201533 | Total |
| Management And General | 201533 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5236 | Total |
| Management And General | 5236 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 731218 | Total |
| Program Services | 586598 | ProgramServices |
| Management And General | 144620 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 324776 | Total |
| Program Services | 324776 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 562302 | Total |
| Program Services | 405155 | ProgramServices |
| Management And General | 157147 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 398988 | Total |
| Program Services | 32719 | ProgramServices |
| Management And General | 366269 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1703819 | Total |
| Program Services | 1701068 | ProgramServices |
| Management And General | 2751 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191117 | Total |
| Program Services | 161754 | ProgramServices |
| Management And General | 29363 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21779 | Total |
| Program Services | 9801 | ProgramServices |
| Management And General | 11978 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1478778 | Total |
| Program Services | 1478778 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3219231 | Total |
| Program Services | 3219231 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213201 | Total |
| Program Services | 111766 | ProgramServices |
| Management And General | 101435 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| THERAPY FEES | 1986140 | 1986140 | |
| UNIFORMS AND MEDICAL SUPPLIES | 2035044 | 2035044 | |
| FRANCHISE PERMIT FEE | 599949 | 599949 | |
| SPECIAL EVENTS | 27382 | 22709 | 4673 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 523865 | Total |
| Program Services | 450664 | ProgramServices |
| Management And General | 73201 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30262187 | Total |
| Program Services | 26954191 | ProgramServices |
| Management And General | 3307996 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126786 | BOY |
| EOY | 167274 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1258549 | BOY |
| EOY | 1879433 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150095 | BOY |
| EOY | 122691 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1715264 | BOY |
| EOY | 1869832 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133366 | BOY |
| EOY | 148647 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250533 | BOY |
| EOY | 227558 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 85368174 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 56994510 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29854291 | BOY |
| EOY | 28373664 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3387056 | BOY |
| EOY | 4273928 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 864751 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 594966 | BOY |
| EOY | 587244 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2885045 | BOY |
| EOY | 102920 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41220702 | BOY |
| EOY | 37753191 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8003672 | BOY |
| EOY | 8919656 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14469030 | BOY |
| EOY | 12208594 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28410000 | BOY |
| EOY | 27690000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 8087 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3498181 | BOY |
| EOY | 3498181 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8437 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4609583 | BOY |
| EOY | 6464930 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58998903 | BOY |
| EOY | 58789448 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -21930691 | BOY |
| EOY | -25200806 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 461367 | BOY |
| EOY | 348200 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3691123 | BOY |
| EOY | 3816349 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -17778201 | BOY |
| EOY | -21036257 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41220702 | BOY |
| EOY | 37753191 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1478250 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 41202 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -4777508 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 428843 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 149642 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 139646 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 407713 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4393481 | CurrentTaxYear |
| Total | 5519325 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29062578 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29488619 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29701470 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30269299 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30580735 | CurrentTaxYear |
| Total | 149102701 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29491421 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29638261 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29841116 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30677012 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34974216 | CurrentTaxYear |
| Total | 154622026 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 154622026 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 60908 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 155266 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 97468 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 142760 | CurrentTaxYearMinus1Year |
| Current Tax Year | 188624 | CurrentTaxYear |
| Total | 645026 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 60908 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 155266 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 97468 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 142760 | CurrentTaxYearMinus1Year |
| Current Tax Year | 188624 | CurrentTaxYear |
| Total | 645026 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 471329 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 500302 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 600866 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 668981 | CurrentTaxYearMinus1Year |
| Current Tax Year | 828405 | CurrentTaxYear |
| Total | 3069883 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30023658 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30293829 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30539450 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31488753 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35991245 | CurrentTaxYear |
| Total | 158336935 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97654 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98479 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00407 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00392 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2286631 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 48097 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2334728 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2260083 | BeginningOfYearBalance |
| Contributions | 500 | Contributions |
| Investment Earnings Or Losses | 26048 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2286631 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2255428 | BeginningOfYearBalance |
| Contributions | 1000 | Contributions |
| Investment Earnings Or Losses | 3655 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2260083 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2269144 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -13716 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2255428 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2247052 | BeginningOfYearBalance |
| Contributions | 81611 | Contributions |
| Investment Earnings Or Losses | 22092 | InvestmentEarningsOrLosses |
| Other Expenditures | 77579 | OtherExpenditures |
| Administrative Expenses | 4032 | AdministrativeExpenses |
| End Of Year Balance | 2269144 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.96369 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.03631 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1058536 | OtherCostOrOtherBasis |
| Book Value | 1058536 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 71717776 | OtherCostOrOtherBasis |
| Depreciation | 46053906 | Depreciation |
| Book Value | 25663870 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 11466163 | OtherCostOrOtherBasis |
| Depreciation | 10012808 | Depreciation |
| Book Value | 1453355 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1125699 | OtherCostOrOtherBasis |
| Depreciation | 927796 | Depreciation |
| Book Value | 197903 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 28373664 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS | $272,346 |
| ENTRY FEES GUARANTEED REFUND | $3,220,804 |
| DERIVATIVE AGREEMENTS | $1,562,277 |
| DUE TO AFFILIATES | $1,409,503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6464930 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USE OF ENDOWMENT FUNDS | SCHEDULE D, PART V, #4 | In accordance with generally accepted accounting principles, net assets associated with endowment funds are classified and reported on the existence or absence of donor imposed restrictions. Board designated funds are primarily intended to support various current and future programs of Judson. However, board designated funds, including principal, is expendable for any purpose, at any time, as may be deemed appropriate and as approved by the Board of Directors, and are not considered to be an endowment by Judson management. Judson has adopted investment and spending policies for donor restricted Endowments that attempt to provide a reasonably predictable stream of funding for member subsidies and programs supported by its endowments while seeking to maintain the purchasing power of the endowment assets. Donor restricted assets are invested in a manner that is intended to produce results that exceed rates of inflation. Actual returns in any given year may vary from the target. Investment of donor restricted assets is limited to a combination of cash and equivalents and high grade fixed income securities or mutual funds. Judson has a policy of limiting appropriations to a maximum of realized income earned on investments of donor-restricted endowments. |
| RESIDENT CUSTODIAN ACCOUNTS | SCHEDULE D, PART IV, #2B | Medicaid residents can request, and in certain cases, Judson is required to maintain their personal funds in a custodian account. These custodial accounts are accounted for separately and are maintained by the nursing facility on the residents behalf. The custodial accounts are listed on the balance sheet of form 990, Part X, Line 21 as custodial account liabilities. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | APARTMENT SUBSIDIES FOR RESIDENTS | TypeOfGrant |
| Number Of Recipients | 7 | NumberOfRecipients |
| Amount Of Cash Grant | 121824 | AmountOfCashGrant |
| Method Of Valuation | CUSTOMARY CHARGES | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING USE OF GRANT FUNDS | Identifier |
| Return Reference | SCHEDULE I, PART I, #2 | ReturnReference |
| Explanation | Judson provides subsidy assistance to its residents who are no longer able to meet the cost of monthly maintenance fees on their own. ALL SUBSIDIES REQUIRE APPROVAL OF CEO & CFO AND are awarded ONLY AFTER MEANS TESTING. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CYNTHIA DUNN | ||||||||||||
| PRESIDENT/CEO | 245104 | 0 | 160000 | 0 | 7200 | 0 | 13013 | 0 | 0 | 0 | 425317 | 0 |
| WILLIAM E FEHRENBACH | ||||||||||||
| VICE PRES - south franklin cir | 0 | 163801 | 0 | 21300 | 0 | 7200 | 0 | 11395 | 0 | 0 | 0 | 203696 |
| JAMES CARNOVALE | ||||||||||||
| VP OF FINANCE OF JSI/cfo | 203904 | 0 | 65000 | 0 | 6426 | 0 | 13013 | 0 | 11508 | 0 | 299851 | 0 |
| LEROY CALL | ||||||||||||
| VICE PRESIDENT | 139630 | 0 | 2000 | 0 | 0 | 0 | 8874 | 0 | 0 | 0 | 150504 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | Identifier |
| Return Reference | SCHEDULE J, PART I, #4B | ReturnReference |
| Explanation | CYNTHIA DUNN - PARTICIPATEs IN A SECTION 457 PLAN WITH NO EMPLOYER CONTRIBUTIONS. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| cleveland - cuyahoga county port authority | ||||||||
| A | 341029691 | 186103EW3 | 2005-10-20 | 23010000 | cleveland - cuyahoga county port a | false | false | false |
| CLEVELAND-CUYAHOGA COUNTY PORT AUTHORITY | ||||||||
| B | 341029691 | 186103FE2 | 2006-12-01 | 8395000 | cleveland - cuyahoga county port a | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 2915000 | 0 | 23010000 | 0 | 0 | 0 | 438506 | 83787 | 0 | 9999128 | 12488579 | 0 | 1991 | true | false | true | true |
| B | 1035000 | 0 | 8395000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 8395000 | 0 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true | false | false | false |
| B | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true | false | false | false |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|
| 0 | |||||||
| A | true | true | false | false | 0 | false | false |
| 0 | |||||||
| B | true | true | false | false | 0 | false | false |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | false |
| B | false |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | james vail | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | assistant secretary | Relationship |
| Amount Of Transaction | 132218 | AmountOfTransaction |
| Description Of Transaction | legal fees PAID TO LAW FIRM | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990 REVIEW PROCESS | PAGE 6, PART VI, SECTION B, #11B | The form 990 is reviewed by the Board Audit Committee. |
| MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY | PAGE 6, PART VI, SECTION B, #12C | Officers and all board members are required to submit a conflict of interest disclosure statement on an annual basis. |
| PROCESS FOR DETERMINING COMPENSATION | PAGE 6, PART VI, SECTION #15A & 15b | 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 A CAR ALLOWANCE OF $600 PER MONTH. |
| DOCUMENTS AVAILABLE TO PUBLIC | PAGE 6, PART VI, SECTION C, #19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| allocation of hours worked | page 7, part vii, section a, #1a, column (b) | Hours worked per week are allocated between the filing organization and related organizations as follows for the individuals listed within Part Vii: CYNTHIA DUNN - TOTAL HOURS PER WEEK = 42, SPLIT: JUDSON SERVICES, INC. - 6 HRS JUDSON - 10 HRS JUDSON HOME CARE - 2 HRS JUDSON FOUNDATION - 4 HRS SOUTH FRANKLIN CIRCLE - 20 HRS JAMES CARNOVALE - TOTAL HOURS PER WEEK = 42, SPLIT: JUDSON SERVICES, INC. - 2 HRS JUDSON - 24 HRS JUDSON HOME CARE - 2 HRS JUDSON FOUNDATION - 2 HRS SOUTH FRANKLIN CIRCLE - 12 HRS lEROY CALL - TOTAL HOURS PER WEEK = 40, SPLIT: JUDSON - 40 HRS WILLIAM FEHRENBACH - TOTAL HOURS PER WEEK = 40, SPLIT: SOUTH FRANKLIN CIRCLE - 40 HRS KENDRA URDZIK - TOTAL HOURS PER WEEK = 40, SPLIT: JUDSON HOME CARE - 40 HRS |
| Reconciliation of Net Assets | Page 12, part xi, #5 | CHANGE IN FV OF INTEREST RATE SWAP AGREEMENT - 75,409. MINIMUM PENSION LIABILITY ADJUSTMENT - <1,384,457.> Change due to curtailment of pension plan - 554,004. INTERCOMPANY EQUITY CONTRIBUTION - <5,800,000.> CHANGE IN VALUE OF PERPETUAL TRUSTS - 125,226. CONVERSION OF AMOUNTS DUE FROM RELATED PARTY - <2,599,821.> TRANSFER OF NET ASSETS - 4,252,131. --------------- <4,777,508.> |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JUDSON HOME CARE | |||||||||||
| 2181 AMBLESIDE DRIVE | CLEVELAND | OH | 44106 | 341918993 | HOME CARE SVC | OH | 501(c)(3) | 9 | JUD svcs | false | |
| JUDSON FOUNDATION | |||||||||||
| 2181 AMBLESIDE DRIVE | CLEVELAND | OH | 44106 | 320048863 | FUNDRAISING | OH | 501(c)(3) | 11b-type II | JUD svcs | false | |
| SOUTH FRANKLIN CIRCLE | |||||||||||
| 16575 SOUTH FRANKLIN STREET | CHAGRIN FALLS | OH | 44022 | 251924636 | RETIREMENT | OH | 501(c)(3) | 9 | JUD svcs | false | |
| JUDSON SERVICES INC | |||||||||||
| 2181 AMBLESIDE DRIVE | CLEVELAND | OH | 44106 | 320051961 | SUPPORT SVCS | OH | 501(c)(3) | 11A-type I | false | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |