Nonprofit · EIN 25-1924636
SOUTH FRANKLIN CIRCLE
Tax-exempt · CLEVELAND, OH 44106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $20,439,291 | $21,999,809 | -$1,560,518 | $104,319,969 | $123,474,501 | -$19,154,532 |
| December 31, 2023 | 990 | $20,183,968 | $20,159,092 | $24,876 | $109,430,900 | $124,951,509 | -$15,520,609 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $218,997
- Program service revenue
- $20,498,915
- Investment income
- -$359,909
- Net gain from sales of assets
- -$734,565
- Other revenue
- $81,288
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $104,473
- Other salaries and wages
- $4,585,997
- Salaries, compensation and benefits (total)
- $5,535,200
- Professional fundraising fees
- $0
- Occupancy
- $2,444,020
- Travel
- $5,494
- Depreciation
- $5,059,156
- Program services (functional)
- $18,543,026
- Management and general (functional)
- $3,456,783
Balance sheet and other
- Total assets, start of year
- $109,430,900
- Total assets, end of year
- $104,319,969
- Total liabilities, end of year
- $123,474,501
- Net assets, end of year
- -$19,154,532
- Land, buildings and equipment
- $95,474,239
- Net assets without donor restrictions
- -$20,097,341
- Net assets with donor restrictions
- $942,809
- Gross receipts
- $21,173,856
- Employees
- 108
- Volunteers
- 93
- Year formed
- 2004
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KENDRA URDZIK | CEO Officer | 15 | $0 | $416,900 | $30,195 |
| BRIAN WASSIL | VP OF FINANCE JSI/CFO (THRU 10/2024) Officer | 15 | $0 | $242,359 | $9,839 |
| CINDY STRUK | VP OF HEALTH SERVICES/CHCO Officer | 15 | $0 | $224,195 | $17,916 |
| DIANNA HUCKESTEIN | VP OF MARKETING & SALES Highest-paid employee | 16 | $0 | $178,775 | $24,495 |
| WILLIAM E FEHRENBACH | VP OF PROJECT MANAGEMENT Highest-paid employee | 20 | $0 | $185,032 | $7,739 |
| CATHERINE OKOKO | AIDE Highest-paid employee | 40 | $152,810 | $0 | $9,177 |
| LUCY JENNINGS | AIDE Highest-paid employee | 40 | $135,543 | $0 | $13,716 |
| VINESSA EASTER | SALES DIRECTOR Highest-paid employee | 40 | $121,537 | $0 | $11,516 |
| TIFFANY COOPER | VP S. FRANKLIN, THRU 7/2024 Officer | 40 | $89,656 | $0 | $12,029 |
| NANCY SUTULA | EXECUTIVE DIRECTOR, BEG 12/2024 Officer | 40 | $2,788 | $0 | $0 |
| SAMUEL S HARTWELL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS A NOBBE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THE VERY REV TRACEY LIND | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAY P CHIP AUWERTER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHRISTOPHER E SMYTHE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REX G MASON | TREASURER Trustee or director, Officer | 1 | $0 |
| DOUGLAS WANG | TRUSTEE Trustee or director | 1 | $0 |
| JUDY BODENHAMER | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| KEVIN B SHAW | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KENDRA URDZIK | CEO Officer | 15 | $0 | $382,029 | $6,739 |
| BRIAN WASSIL | VP OF FINANCE JSI/CFO Officer | 15 | $0 | $215,040 | $4,440 |
| CINDY STRUK | VP OF HEALTH SERVICES/CHCO Officer | 15 | $0 | $201,871 | $4,399 |
| DIANNA HUCKESTEIN | VP OF MARKETING & SALES Highest-paid employee | 16 | $0 | $176,761 | $3,835 |
| WILLIAM E FEHRENBACH | VP of Project Management Highest-paid employee | 20 | $0 | $175,807 | $3,847 |
| LUCY JENNINGS | AIDE Highest-paid employee | 86 | $154,294 | $0 | $2,989 |
| CATHERINE OKOKO | AIDE Highest-paid employee | 75.75 | $130,410 | $0 | $2,747 |
| TIFFANY COOPER | VP S. FRANKLIN Officer | 40 | $129,084 | $0 | $2,850 |
| JOAN RIEDE | DIRECTOR OF SALES, S. FRANKLIN Highest-paid employee | 40 | $125,456 | $0 | $2,703 |
| SONJA C RAJKI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DOUGLAS WANG | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SAMUEL S HARTWELL | TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BARBARA L HAWLEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAY CHIP AUWERTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TIMOTHY REYNOLDS | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JUDY BODENHAMER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS NOBBE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN B SHAW | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2181 AMBLESIDE DRIVE, CLEVELAND, OH 44106-4645
- Principal officer (990 for 2024)
- KENDRA URDZIK, 2181 AMBLESIDE DRIVE, CLEVELAND, OH 44106
- Signed the 990
- KENDRA URDZIK, PRESIDENT AND CEO
- Phone
- (440) 457-8280
- Website
- WWW.JUDSONSMARTLIVING.ORG
- Return prepared by
- CITRIN COOPERMAN ADVISORS LLC
Mission
SEE SCHEDULE O
Program accomplishments
- 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.Expenses $18,543,026 · revenue $19,845,638
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 25-1924636
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75)
- Assets (IRS master file)
- $104,319,969
- Income (IRS master file)
- $21,173,856
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $20,439,291 | $21,999,809 | $104,319,969 | IRS |
| 990 | December 2023 | $20,183,968 | $20,159,092 | $109,430,900 | XML |
| 990 | December 2022 | $17,548,058 | $19,483,485 | $114,018,036 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-1924636).
Questions about SOUTH FRANKLIN CIRCLE
- What is the EIN of SOUTH FRANKLIN CIRCLE?
- The employer identification number (EIN) of SOUTH FRANKLIN CIRCLE is 25-1924636.
- Is SOUTH FRANKLIN CIRCLE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to SOUTH FRANKLIN CIRCLE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTH FRANKLIN CIRCLE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTH FRANKLIN CIRCLE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTH FRANKLIN CIRCLE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SOUTH FRANKLIN CIRCLE?
- The 990 for the year ended December 31, 2024 names KENDRA URDZIK.
- Who are the officers and directors of SOUTH FRANKLIN CIRCLE?
- The 990 for the year ended December 31, 2024 lists 19 people; 5 received compensation from the organization.
- How much revenue does SOUTH FRANKLIN CIRCLE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $20,439,291, expenses of $21,999,809 and total assets of $104,319,969 at year end.
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