2025-11-15T11:29:23-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 28601 CHAGRIN BLVD SUITE 210 WOODMERE OH 44122 990 2024-01-01 320051961 JUDSON SERVICES INC JUDS 2165321347 2181 AMBLESIDE DRIVE CLEVELAND OH 44106 KENDRA URDZIK PRESIDENT AND CEO 2165321347 2025-11-13 1 1 DAVID REAPE P00068117 2168311200 2025-11-13 2024 2025-03-06 01:10:19Z KENDRA URDZIK 2181 AMBLESIDE DRIVE CLEVELAND OH 44106 0 0 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 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. 0 0 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, ANDTHE HEALTH CARE REFORM COMMITTEE. 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X COLE WHITING 2167912688 2181 AMBLESIDE DRIVE CLEVELAND OH 44106 PAMELA B DAVIS BOARD MEMBER 0.25 0.00 X 0 0 0 JAMES D VAIL ASSISTANT SECRETARY 0.25 0.00 X X 0 0 0 MAE DONLEY BOARD MEMBER 0.25 0.00 X 0 0 0 ROBERT W GILLESPIE BOARD MEMBER 0.25 0.00 X 0 0 0 SAMUEL S HARTWELL BOARD MEMBER 0.25 3.00 X 0 0 0 THE VERY REV TRACEY LIND BOARD MEMBER 0.25 3.00 X 0 0 0 JOHN P O'BRIEN BOARD MEMBER 0.25 0.00 X 0 0 0 REX G MASON TREASURER 0.25 3.00 X X 0 0 0 THOMAS A NOBBE CHAIR 0.25 4.00 X X 0 0 0 JAP P CHIP AUWERTER SECRETARY 0.25 3.00 X X 0 0 0 A RICHARD MOORE JR BOARD MEMBER 0.25 0.00 X 0 0 0 DOUGLAS WANG BOARD MEMBER 0.25 3.00 X 0 0 0 REGINA L SAWYER BOARD MEMBER 0.25 0.00 X 0 0 0 KEVIN B SHAW BOARD MEMBER 0.25 2.00 X 0 0 0 NANCY SHERWIN BOARD MEMBER 0.25 2.00 X 0 0 0 CHRISTOPHER E SMYTHE BOARD MEMBER 0.25 2.00 X 0 0 0 SARE E STASHOWER BOARD MEMBER 0.25 0.00 X 0 0 0 JUDY BODENHAMER VICE CHAIR 0.25 3.00 X X 0 0 0 DAVIS YOUNG BOARD MEMBER 0.25 2.00 X 0 0 0 KENDRA URDZIK CEO 6.00 36.00 X 0 416900 30195 BRIAN WASSIL VP OF FINANCE JSI/CFO (THRU 10/2024) 6.00 36.00 X 0 242359 9839 CINDY STRUCK VP OF HEALTH SERVICES/CHCO 6.00 43.00 X 0 224195 17916 0 883454 57950 0 0 1 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 0 1 X 1 0 X X 4 JUDSON 340714539 10 1 0 0 JUDSON HOME CARE 341918993 10 1 0 0 JUDSON FOUNDATION 320048863 10 1 0 0 SOUTH FRANKLIN CIRCLE 251924636 10 1 0 0 4 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 X X X X 0 0 0 0 0 0 0 0 0 KENDRA URDZIK CEO 0 354186 0 55514 0 7200 0 9400 0 20795 0 447095 0 0 BRIAN WASSIL VP OF FINANCE JSI/CFO (THRU 10/2024) 0 221859 0 20500 0 0 0 9700 0 139 0 252198 0 0 CINDY STRUCK VP OF HEALTH SERVICES/CHCO 0 216995 0 0 0 7200 0 8900 0 9016 0 242111 0 0 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 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 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 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. 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 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)(11) LINE 3 JUD SVCS 1 JUDSON FOUNDATION 2181 AMBLESIDE DRIVE CLEVELAND OH 44106 320048863 FUNDRAISING OH 501(C)(14) LINE 3 JUD SVCS 1 SOUTH FRANKLIN CIRCLE 16575 SOUTH FRANKLIN STREET CHAGRIN FALLS OH 44022 251924636 RETIRMENT OH 501(C)(11) LINE 3 JUD SVCS 1 JUDSON 2181 AMBLESIDE DRIVE CLEVELAND OH 44106 340714539 HEALTH CARE OH 501(C)(11) LINE 3 JUD SVCS 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0