Judson

“Form 990 review process: the form 990 is reviewed by the board audit committee prior to filing.”

“Annually, the conflict of interest policy is reviewed and signed off on by all board members. If an individual discloses a conflict, the governance committee will review and determine whether an actual, potential or perceived conflict exists. For those occurrences in which a conflict exists, individuals with conflicts will be asked to recuse themselves from a voting matter. The individual would also be excluded from receiving related materials and will be asked to avoid influencing others.”

“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 iscusses 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: the organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

“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”

“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.”

“Effective july 8, 2024, judson home care (judson) entered into a joint venture with overlook, which began operations august 14, 2024, operating as hospice of greater cleveland. The purpose of hospice of greater cleveland is to develop and operate as a hospice provider for the elderly in cuyahoga county, ohio.”

“Judson operated two retirement communities (judson park and judson manor) each providing independent and assisted living options, with judson park also offering skilled nursing care. Judson also offered a wide menu of educational, cultural, performing arts and fitness programs. Judson's communities, both located in the university circle cultural area of cleveland, ohio, have many interactive programs with university circle institutions including the "artist in residence program and a unique relationship with case western reserve university. Judson also offered personal assistance to its residents through judson home care (an affiliated 501(c)(3) organization) home care and smart living at home programs for those who want home management support and the opportunity to use judson services while living in their greater community residences.”

“Change in value of perpetual trusts -24,999.”