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Nonprofiteer
← SOUTH FRANKLIN CIRCLE

Form 990 for tax year 2022

Filed by SOUTH FRANKLIN CIRCLE.

Totals

Total revenue
$17,548,058
Total expenses
$19,483,485
Contributions and grants received
$314,082
Grants paid
$0
Program service revenue
$17,158,653
Investment income
$68,047
Other revenue
$7,276
Total assets, end of year
$114,018,036
Total liabilities, end of year
$123,590,317
Net assets or fund balances, end of year
-$9,572,281
Program services expenses (Part IX)
$16,932,285
Management and general expenses
$2,551,200
Fundraising expenses
$0
Program service expenses (Part III)
$16,932,285

Program services were 86.9% 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.

  • 1d · Related organizations

    $152,579

  • 1f · All other contributions, gifts and grants

    $161,503

  • 1g · Noncash contributions included above

    $40

  • 2a · Program service revenue: INDEPENDENT/ASSISTED LIVING

    total $17,092,653 · related or exempt $17,092,653

  • 2b · Program service revenue: PROVIDER RELIEF FUNDS

    total $66,000 · related or exempt $66,000

  • 3 · Investment income

    total $67,047 · excluded $67,047

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    other assets $2,500

  • 7b · Less cost or other basis and sales expenses

    other assets $1,500

  • 7c · Gain or loss

    other assets $1,000

  • 7d · Net gain or loss

    total $1,000 · related or exempt $1,000

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $7,276 · related or exempt $7,276

  • 11e · Other revenue, total

    $7,276

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $4,243,577 · program services $3,620,620 · management and general $622,957

  • 8 · Pension plan contributions

    total $52,446 · program services $45,104 · management and general $7,342

  • 9 · Other employee benefits

    total $592,380 · program services $509,447 · management and general $82,933

  • 10 · Payroll taxes

    total $375,365 · program services $322,814 · management and general $52,551

  • 11a · Fees: management

    total $865,143 · management and general $865,143

  • 11b · Fees: legal

    total $475 · program services $422 · management and general $53

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $51,424 · program services $45,649 · management and general $5,775

  • 12 · Advertising and promotion

    total $214,650 · management and general $214,650

  • 13 · Office expenses

    total $348,007 · program services $305,319 · management and general $42,688

  • 14 · Information technology

    total $102,536 · program services $78,645 · management and general $23,891

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $2,079,647 · program services $2,068,949 · management and general $10,698

  • 17 · Travel

    total $4,198 · program services $3,220 · management and general $978

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $1,067 · program services $818 · management and general $249

  • 20 · Interest

    total $2,009,179 · program services $2,001,142 · management and general $8,037

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $4,708,783 · program services $4,689,948 · management and general $18,835

  • 23 · Insurance

    total $244,009 · management and general $244,009

  • 24a · Other expenses: OUTSIDE SERVICES

    total $1,884,799 · program services $1,673,136 · management and general $211,663

  • 24b · Other expenses: SUPPLIES

    total $865,921 · program services $835,853 · management and general $30,068

  • 24c · Other expenses: REPAIRS & MAINT

    total $361,209 · program services $277,047 · management and general $84,162

  • 24d · Other expenses: THERAPY

    total $306,731 · program services $306,731

  • 24e · All other expenses

    total $171,939 · program services $147,421 · management and general $24,518

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,500 · end of year $1,500

  • 2 · Savings and temporary cash investments

    beginning of year $8,284,806 · end of year $4,736,117

  • 3 · Pledges and grants receivable

    beginning of year $749,787 · end of year $599,863

  • 4 · Accounts receivable

    beginning of year $1,259,500 · end of year $850,317

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $56,800 · end of year $44,752

  • 9 · Prepaid expenses and deferred charges

    beginning of year $33,613 · end of year $39,108

  • 10a · Land, buildings and equipment: cost or other basis

    $161,162,980

  • 10b · Land, buildings and equipment: accumulated depreciation

    $59,396,705

  • 10c · Land, buildings and equipment, net

    beginning of year $104,967,531 · end of year $101,766,275

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $1,699,597 · end of year $1,650,367

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $2,575,513 · end of year $4,329,737

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,591,430 · end of year $5,147,950

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $14,770,639 · end of year $15,181,632

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $32,667,885 · end of year $31,594,486

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $69,165,850 · end of year $71,666,249

  • 27 · Net assets without donor restrictions

    beginning of year -$3,457,989 · end of year -$10,519,843

  • 28 · Net assets with donor restrictions

    beginning of year $890,832 · end of year $947,562

Mission and programs · 2022

Mission

TO CREATE A CARING COMMUNITY FOR OLDER ADULTS FOR CONNECTION, ENGAGEMENT AND SUPPORT. OUR VALUES ARE REFLECTED IN OUR PROGRAMS AND SERVICES THROUGH RESPECTING INDIVIDUALS, ENSURING QUALITY, EMBRACING DIVERSITY, MAINTAINING INTEGRITY, VALUING PARTNERSHIPS, ENCOURAGING PERSONAL DEVELOPMENT, PROMOTING COMMUNITY INVOLVEMENT, PRACTICING SOUND BUSINESS PRINCIPLES AND UPHOLDING OUR COMMITMENT TO OUR NOT FOR PROFIT MISSION.

Activities or mission (Part I)

TO CREATE A CARING COMMUNITY FOR OLDER ADULTS FOR CONNECTION, ENGAGEMENT AND SUPPORT.

  • 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 $16,932,285 · Revenue $17,100,929

As filed on the 2022 return.

Listed in Part VII

  • Kendra Urdzik

    CEO

    Total calculated
    $371,531
    From this org
    $0
    From related orgs
    $365,292
    Other
    $6,239
    Hours/week
    15 + 27 related

    Schedule J breakdown matched by us

    Base
    not reported + $325,972 related
    Bonus
    not reported + $32,120 related
    Other
    not reported + $7,200 related
    Deferred
    not reported + $6,100 related
    Nontaxable benefits
    not reported + $139 related
    Filer's total
    not reported + $371,531 related

  • Cindy Struk

    VP OF HEALTH SERVICES/CHCO

    Total calculated
    $233,792
    From this org
    $0
    From related orgs
    $228,994
    Other
    $4,798
    Hours/week
    15 + 34 related

    Schedule J breakdown matched by us

    Base
    not reported + $196,794 related
    Bonus
    not reported + $25,000 related
    Other
    not reported + $7,200 related
    Deferred
    not reported + $4,659 related
    Nontaxable benefits
    not reported + $139 related
    Filer's total
    not reported + $233,792 related

  • James Carnovale

    CFO THROUGH MAY 22

    Total calculated
    $233,236
    From this org
    $0
    From related orgs
    $206,517
    Other
    $26,719
    Hours/week
    15 + 27 related

    Schedule J breakdown matched by us

    Base
    not reported + $184,601 related
    Bonus
    not reported + $18,316 related
    Other
    not reported + $3,600 related
    Deferred
    not reported + $4,285 related
    Nontaxable benefits
    not reported + $22,434 related
    Filer's total
    not reported + $233,236 related

  • Joan Riede

    DIRECTOR OF SALES, S. FRANKLIN

    Total calculated
    $181,417
    From this org
    $169,213
    From related orgs
    $0
    Other
    $12,204
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $116,463
    Bonus
    $52,750
    Other
    not reported
    Deferred
    $3,438
    Nontaxable benefits
    $8,766
    Filer's total
    $181,417

  • William E Fehrenbach

    VP of Project Management

    Total calculated
    $181,360
    From this org
    $0
    From related orgs
    $177,644
    Other
    $3,716
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    not reported + $152,444 related
    Bonus
    not reported + $18,000 related
    Other
    not reported + $7,200 related
    Deferred
    not reported + $3,577 related
    Nontaxable benefits
    not reported + $139 related
    Filer's total
    not reported + $181,360 related

  • Dianna Huckestein

    VP OF MARKETING & SALES

    Total calculated
    $160,548
    From this org
    $0
    From related orgs
    $157,109
    Other
    $3,439
    Hours/week
    16 + 26 related

    Schedule J breakdown matched by us

    Base
    not reported + $157,109 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $3,300 related
    Nontaxable benefits
    not reported + $139 related
    Filer's total
    not reported + $160,548 related

  • Catherine Okoko

    AIDE

    Total calculated
    $135,544
    From this org
    $133,300
    From related orgs
    $0
    Other
    $2,244
    Hours/week
    40

  • Tiffany Cooper

    VP S. FRANKLIN

    Total calculated
    $126,124
    From this org
    $123,391
    From related orgs
    $0
    Other
    $2,733
    Hours/week
    40

  • Brian Wassil

    VP OF FINANCE JSI/CFO

    Total calculated
    $122,146
    From this org
    $0
    From related orgs
    $119,615
    Other
    $2,531
    Hours/week
    15 + 27 related

  • Tiffany Barnett

    NURSE

    Total calculated
    $120,599
    From this org
    $120,245
    From related orgs
    $0
    Other
    $354
    Hours/week
    40

  • Sonja C Rajki

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1.25 related

  • Douglas Wang

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3.25 related

  • Samuel S Hartwell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2.25 related

  • Barbara L Hawley

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2.25 related

  • Rex G Mason

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2.25 related

  • Jay Chip Auwerter

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1.25 related

  • Timothy Reynolds

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2.25 related

  • Judy Bodenhamer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2.25 related

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

No itemized grants to organizations on this return.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
30 August 2022
IRS schema version
2022v5.0
Source object
202333199349305063

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