2023-11-15T08:52:54-06:00 2022-12-31 HW&CO 28601 Chagrin Blvd 210 Woodmere OH 44122 990 2022-01-01 320051961 Judson Services Inc % GEORGE KAMPOSEK CPA JUDS 2167912969 2181 AMBLESIDE DRIVE CLEVELAND OH 44106 Brian Wassil CFO 2167912969 2023-08-30 true Brian Wassil XXX-XX-XXXX David M Reape CPA P00068117 2168311200 3 2022 2023-04-26 12:10:37Z KENDRA URDZIK 2181 AMBLESIDE DRIVE CLEVELAND OH 44106 0 false X WWW.JUDSONSMARTLIVING.ORG X 2002 OH Parent company that supports its subsidiary 501(c)(3) organizations that create a caring community for older adults for connection, engagement and support. 19 19 0 19 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X PARENT COMPANY THAT SUPPORTS ITS SUBSIDIARY 501(C)(3) ORGANIZATIONS THAT CREATE A CARING COMMUNITY FOR OLDER ADULTS FOR CONNECTION, ENGAGEMENT AND SUPPORT. false false PARENT COMPANY THAT SUPPORTS FOUR (4) SUBSIDIARY 501(C)(3) ORGANIZATIONS WHICH INCLUDE JUDSON WHICH OPERATES TWO SENIOR LIVING COMMUNITIES, JUDSON PARK AND JUDSON MANOR, LOCATED IN CLEVELAND HEIGHTS AND CLEVELAND, OHIO, RESPECTIVELY; SOUTH FRANKLIN CIRCLE WHICH OPERATES A SENIOR LIVING COMMUNITY IN CHAGRIN FALLS, OHIO; JUDSON HOME CARE WHICH OFFERS NON-LICENSED HOME CARE SERVICES, PERSONAL ASSISTANCE SERVICES, AND HOSPICE SERVICES; AND JUDSON FOUNDATION WHICH IS ORGANIZED AND OPERATED FOR THE BENEFIT AND SUPPORT OF JUDSON, SOUTH FRANKLIN CIRCLE AND JUDSON HOME CARE. THE JUDSON SERVICES, INC. VOLUNTEER BOARD IS RESPONSIBLE FOR HIRING AND EVALUATING THE CEO, WORKING WITH THE CEO ON DETERMINING STRATEGIC DIRECTION FOR THE ORGANIZATION, AND PERFORMING THE OVERSIGHT AND FIDUCIARY RESPONSIBILITIES OF A NOT FOR PROFIT BOARD. THE BOARD HAS THE FOLLOWING STANDING COMMITTEES: THE EXECUTIVE COMMITTEE, THE FINANCE COMMITTEE, THE INVESTMENT COMMITTEE (A SUB-COMMITTEE OF FINANCE), THE AUDIT COMMITTEE, AND THE HEALTH CARE REFORM COMMITTEE. true false false false false false false false false false false false false false false false false true false false false false false false false false false false false true false false false false false false false false false false false false false true true false false false true 0 0 false 0 false false false false false false false false false false false X 19 19 false false false false false false false true true false false true true true true true true true true false OH X GEORGE KAMPOSEK CPA 2167912969 2181 AMBLESIDE DRIVE CLEVELAND OH 44106 X KENDRA URDZIK CEO 6.0 36.0 X 0 365292 6239 CINDY STRUCK VP OF HEALTH SERVICES/CHCO 6.0 43.0 X 0 228994 4798 James Carnovale CFO THROUGH MAY 2022 6.0 36.0 X 0 206517 26719 BRIAN WASSIL VP OF FINANCE JSI/CFO 6.0 36.0 X 0 119615 2531 JAY CHIP AUWERTER BOARD MEMBER 0.25 2.0 X 0 0 0 JAMES VAIL ASSISTANT SECRETARY 0.25 0.0 X X 0 0 0 REX MASON VICE CHAIR 0.25 3.0 X X 0 0 0 DAVIS YOUNG BOARD MEMBER 0.25 2.0 X 0 0 0 JUDY BODENHAMER BOARD MEMBER 0.25 3.0 X 0 0 0 GEORGIANNA ROBERTS BOARD MEMBER 0.25 1.0 X 0 0 0 SONJA RAJKI BOARD MEMBER 0.25 2.0 X 0 0 0 KEVIN SHAW BOARD MEMBER 0.25 2.0 X 0 0 0 TIMOTHY REYNOLDS TREASURER 0.25 3.0 X X 0 0 0 DOUGLAS WANG CHAIR 0.25 4.0 X X 0 0 0 BARBARA HAWLEY SECRETARY 0.25 3.0 X X 0 0 0 NANCY SHERWIN BOARD MEMBER 0.25 2.0 X 0 0 0 SAMUEL S HARTWELL CHAIR 0.25 3.0 X X 0 0 0 PAMELA B DAVIS BOARD MEMBER 0.25 0.0 X 0 0 0 MAC DONLEY BOARD MEMBER 0.25 0.0 X 0 0 0 CHRISTOPHER SMYTHE BOARD MEMBER 0.25 0.0 X 0 0 0 JANE PENTTILA BOARD MEMBER 0.25 0.0 X 0 0 0 CATHERINE S KOPPELMAN BOARD MEMBER 0.25 1.0 X 0 0 0 ROBERT GILLESPIE BOARD MEMBER 0.25 0.0 X 0 0 0 THOMAS NOBBE BOARD MEMBER 0.25 2.0 X 0 0 0 0 920418 40287 0 false true false 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 X X false true X true false X X 4 JUDSON 340714539 10 true 0 0 JUDSON HOME CARE 341918993 10 true 0 0 JUDSON FOUNDATION 320048863 10 true 0 0 SOUTH FRANKLIN CIRCLE 251924636 10 true 0 0 4 0 true false false false false false false false false false false false false false false true false X X X X false false false false false false false false false KENDRA URDZIK CEO 325972 32120 7200 6100 139 371531 CINDY STRUCK VP OF HEALTH SERVICES/CHCO 196794 25000 7200 4659 139 233792 James Carnovale CFO THROUGH MAY 2022 184601 18316 3600 4285 22434 233236 PAGE 6, PART VI, SECTION B, #11B FORM 990 REVIEW PROCESS: THE FORM 990 IS REVIEWED BY THE BOARD AUDIT COMMITTEE. PAGE 6, PART VI, SECTION B, #12C MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY: OFFICERS AND ALL BOARD MEMBERS ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS. PAGE 6, PART VI, SECTION B, #15A & 15B PROCESS FOR DETERMINING COMPENSATION: THE EXECUTIVE COMMITTEE ACTS AS THE COMPENSATION COMMITTEE AND ANNUALLY CONDUCTS A REVIEW OF THE COMPENSATION OF THE CEO AND CFO. FOR DETERMINING THE COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES, COMPENSATION SURVEYS ARE REGULARLY ACQUIRED FROM AN INDEPENDENT OUTSIDE PARTY TO ASSIST IN THE ONGOING REVIEW OF COMPENSATION LEVELS. EXTERNAL BENCHMARK AMOUNTS ARE ALSO USED FOR ALL OFFICERS AND KEY EMPLOYEES. THE COMPENSATION OF THE ORGANIZATION'S CEO IS DETERMINED BY ALL BOARD MEMBERS COMPLETING AN EVALUATION FORM. ALL MEMBERS DISCUSS THE CEO'S PERFORMANCE AND THE EXECUTIVE COMMITTEE THEN MEETS AND DETERMINES THE COMPENSATION BASED ON THE DISCUSSION AND EVALUATIONS. THE COMPENSATION OF THE ORGANIZATION'S CFO IS DETERMINED BY THE CEO SUMMARIZING THE CFO'S PERFORMANCE AND PRESENTING IT TO THE BOARD. THE BOARD CONSIDERS THE CEO'S RECOMMENDATION OF THE CFO'S PERFORMANCE AND DISCUSSES THE RECOMMENDATION WITHOUT THE CFO PRESENT AND REVIEWS AND APPROVES THE CFO'S COMPENSATION, AS APPROPRIATE. THE CEO DETERMINES APPROPRIATE COMPENSATION FOR KEY EMPLOYEES UTILIZING EMPLOYEE EVALUATIONS, INCLUDING PERFORMANCE GOALS ASSESSMENTS. CORPORATE OFFICER'S EXPENSE REIMBURSEMENT POLICY IS THE SAME AS FOR ALL EMPLOYEES. THE ONLY EXCEPTION IS THAT BOTH THE CEO AND CFO HAVE A CAR ALLOWANCE OF $600 PER MONTH BECAUSE OF THE AMOUNT OF DRIVING DONE BY BOTH. PAGE 6, PART VI, SECTION C, #19 DOCUMENTS AVAILABLE TO PUBLIC: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PAGE 7, PART VII, SECTION A, #1A, COLUMN (B) HOURS WORKED PER WEEK ARE ALLOCATED BETWEEN THE FILING ORGANIZATION AND RELATED ORGANIZATIONS AS FOLLOWS FOR THE INDIVIDUALS LISTED WITHIN PART VII: KENDRA URDZIK - TOTAL HOURS PER WEEK = 42, SPLIT: JUDSON SERVICES, INC. - 6 HRS JUDSON - 15 HRS JUDSON HOME CARE - 2 HRS JUDSON FOUNDATION - 4 HRS SOUTH FRANKLIN CIRCLE - 15 HRS JAMES CARNOVALE - TOTAL HOURS PER WEEK = 42, SPLIT: JUDSON SERVICES, INC. - 6 HRS JUDSON - 15 HRS JUDSON HOME CARE - 2 HRS JUDSON FOUNDATION - 4 HRS SOUTH FRANKLIN CIRCLE - 15 HRS BRIAN WASSIL - TOTAL HOURS PER WEEK = 42, SPLIT: JUDSON SERVICES, INC. - 6 HRS JUDSON - 15 HRS JUDSON HOME CARE - 2 HRS JUDSON FOUNDATION - 4 HRS SOUTH FRANKLIN CIRCLE - 15 HRS JUDSON HOME CARE 2181 AMBLESIDE DRIVE CLEVELAND OH 44106 341918993 HOME CARE SVC OH 501(C)(3) 10 JUD SVCS true JUDSON FOUNDATION 2181 AMBLESIDE DRIVE CLEVELAND OH 44106 320048863 FUNDRAISING OH 501(C)(3) 12B-TYPE II JUD SVCS true SOUTH FRANKLIN CIRCLE 16575 SOUTH FRANKLIN STREET CHAGRIN FALLS OH 44022 251924636 RETIREMENT OH 501(C)(3) 10 JUD SVCS true JUDSON 2181 AMBLESIDE DRIVE CLEVELAND OH 44106 340714539 HEALTH CARE OH 501(C)(3) 10 JUD SVCS true false false false false false false false false false false false false false false false false false false