Totals
- Total revenue
- $4,992,595
- Total expenses
- $1,567,955
- Contributions and grants received
- $1,324,199
- Grants paid
- $789,045
- Program service revenue
- $0
- Investment income
- $3,581,803
- Other revenue
- $86,593
- Total assets, end of year
- $38,986,839
- Total liabilities, end of year
- $245,908
- Net assets or fund balances, end of year
- $38,740,931
- Program services expenses (Part IX)
- $789,143
- Management and general expenses
- $287,803
- Fundraising expenses
- $491,009
- Program service expenses (Part III)
- $789,143
Program services were 50.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$1,324,199
-
3 · Investment income
total $1,266,433 · excluded $1,266,433
-
7a · Gross sales of assets other than inventory
securities $48,762,247
-
7b · Less cost or other basis and sales expenses
securities $46,446,877
-
7c · Gain or loss
securities $2,315,370
-
7d · Net gain or loss
total $2,315,370 · excluded $2,315,370
-
11a · Other revenue: TRUST AND OTHER INCOME
total $86,593 · related or exempt $86,593
-
11e · Other revenue, total
$86,593
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $789,045 · program services $789,045
-
5 · Compensation of officers, directors and key employees
total $306,331 · fundraising $306,331
-
7 · Other salaries and wages
total $33,693 · fundraising $33,693
-
10 · Payroll taxes
total $25,001 · fundraising $25,001
-
11a · Fees: management
total $45,000 · management and general $45,000
-
11f · Fees: investment management
total $177,311 · management and general $177,311
-
11g · Fees: other
total $21,425 · management and general $21,425
-
13 · Office expenses
total $71,528 · management and general $5,629 · fundraising $65,899
-
14 · Information technology
total $26,073 · management and general $26,073
-
23 · Insurance
total $12,365 · management and general $12,365
-
24a · Other expenses: MISCELLANEOUS
total $60,183 · program services $98 · fundraising $60,085
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $165,385 · end of year $665,293
-
3 · Pledges and grants receivable
beginning of year $635,054 · end of year $774,923
-
7 · Other notes and loans receivable
beginning of year $3,071,661 · end of year $2,521,840
-
9 · Prepaid expenses and deferred charges
beginning of year $6,952 · end of year $14,347
-
11 · Investments: publicly traded securities
beginning of year $30,134,562 · end of year $33,315,436
-
12 · Investments: other securities
beginning of year $1,605,000 · end of year $1,695,000
-
17 · Accounts payable and accrued expenses
beginning of year $80,924 · end of year $75,634
-
25 · Other liabilities
beginning of year $134,557 · end of year $170,274
-
27 · Net assets without donor restrictions
beginning of year $28,680,791 · end of year $31,624,046
-
28 · Net assets with donor restrictions
beginning of year $6,722,342 · end of year $7,116,885
Mission and programs · 2024
Mission
THE JUDSON FOUNDATION IS THE 501(C)(3) FUND RAISING ORGANIZATION SUPPORTING MANY OF THE PROGRAMS, NEW INITIATIVES, FACILITY ENHANCEMENTS, RESIDENT SUBSIDIES AND STRATEGIC INITIATIVES, ASDETERMINED BY THE 501(C)(3) PARENT JUDSON SERVICES, INC. BOARD.
Activities or mission (Part I)
THE FOUNDATION IS THE FUNDRAISING ORGANIZATION SUPPORTING PROGRAMS, INITIATIVES, FACILITY ENHANCEMENTS, SUBSIDIES AND STRATEGIES, AS DETERMINED BY JUDSON SERVICES, INC BOARD
-
JUDSON FOUNDATION IS ORGANIZED AND OPERATED FOR THE BENEFIT AND SUPPORT OF ITS NOT-FOR-PROFIT SOLE CORPORATE MEMBER, JUDSON SERVICES, INC.(JSI) AND JSI'S NOT-FOR-PROFIT SUBSIDIARIES, JUDSON, JUDSON HOME CARE, AND SOUTH FRANKLIN CIRCLE. JUDSON FOUNDATION PARTNERS WITH INDIVIDUALS, FOUNDATIONS, AND ORGANIZATIONS TO ADVANCE JSI'S MISSION OF CREATING COMMUNITY FOR OLDER ADULTS. JUDSON FOUNDATION HELPS SUPPORT PROGRAMS AND SERVICES THAT CONTRIBUTE TO A VIBRANT AND POSITIVE ATMOSPHERE WITH NEW EXPERIENCES AND OPPORTUNITIES FOR THE OLDER ADULTS ITS RELATED 501(C)(3) ORGANIZATIONS SERVE.
Expenses $789,143 · Grants $789,045 · Revenue $86,593
As filed on the 2024 return.
Listed in Part VII
-
Richard H BambergerRICHARD H BAMBERGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Thomas G BrickTHOMAS G BRICK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Cynthia H DunnCYNTHIA H DUNN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Samuel S HartwellSAMUEL S HARTWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2.25 related
-
Roger W KallockROGER W KALLOCK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gretchen S LarsonGRETCHEN S LARSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
The Very Rev Tracey LindTHE VERY REV TRACEY LIND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2.25 related
-
Bruce A LoessinBRUCE A LOESSIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Thomas A NobbeTHOMAS A NOBBE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3.25 related
-
John P SchneiderJOHN P SCHNEIDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Timothy ReynoldsTIMOTHY REYNOLDS
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Nancy SherwinNANCY SHERWIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1.25 related
-
Stephen J StrnishaSTEPHEN J STRNISHA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jay P Chip AuwerterJAY P CHIP AUWERTER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 2.25 related
-
Davis YoungDAVIS YOUNG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1.25 related
-
Rex G MasonREX G MASON
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 2.25 related
-
Kendra UrdzikKENDRA URDZIK
PRESIDENT/CEO
- Total calculated
- $447,095
- From this org
- $0
- From related orgs
- $416,900
- Other
- $30,195
- Hours/week
- 4 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $354,186 related
- Bonus
- $0 + $55,514 related
- Other
- $0 + $7,200 related
- Deferred
- $0 + $9,400 related
- Nontaxable benefits
- $0 + $20,795 related
- Filer's total
- $0 + $447,095 related
-
Brian WassilBRIAN WASSIL
VP FINANCE OF JSI/CFO (THRU 10/2024)
- Total calculated
- $252,198
- From this org
- $0
- From related orgs
- $242,359
- Other
- $9,839
- Hours/week
- 4 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $221,859 related
- Bonus
- $0 + $20,500 related
- Other
- $0
- Deferred
- $0 + $9,700 related
- Nontaxable benefits
- $0 + $139 related
- Filer's total
- $0 + $252,198 related
-
Beth EmbresciaBETH EMBRESCIA
VP - JUDSON FOUNDATION
- Total calculated
- $189,310
- From this org
- $166,593
- From related orgs
- $0
- Other
- $22,717
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $166,593
- Bonus
- $0
- Other
- $0
- Deferred
- $6,900
- Nontaxable benefits
- $15,817
- Filer's total
- $189,310
-
Kathy JaniniKATHY JANINI
DIR DONOR ENG&COMM&INTERIM VP
- Total calculated
- $117,021
- From this org
- $112,521
- From related orgs
- $0
- Other
- $4,500
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$622,058
TO SUPPORT PROGRAMS
-
$110,287
TO SUPPORT PROGRAMS
-
$56,700
TO SUPPORT PROGRAMS
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · HOME CARE SVC · OH
Directly controlled by JUD SVCS
-
501(C)(3) · HEALTH CARE · OH
Directly controlled by JUD SVCS
-
501(C)(3) · SUPPORT SVCS · OH
-
501(C)(3) · RETIREMENT · OH
Directly controlled by JUD SVCS
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513199349301776
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