STRATEGY STUDIO / PUBLIC DATA EXPLORER

KENDAL NORTHERN OHIO: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
KENDAL NORTHERN OHIO (EIN 20-0547957)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-08
IRS object ID
202142819349200214
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-08T11:18:45-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1610 W GERMANTOWN PIKE SUITE 400AddressLine1Txt
CityPLYMOUTH MEETINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19462ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200547957EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KENDAL NORTHERN OHIOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKENDBusinessNameControlTxt
Phone4407750094PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 KENDAL DRAddressLine1Txt
CityOBERLINCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44074ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA THOMASPersonNm
Person TitleCEOPersonTitleTxt
Phone4407750094PhoneNum
Signature2021-09-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBARBARAPersonFirstNm
Person LastTHOMASPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBERNADETTE O'TOOLE CPAPreparerPersonNm
PTINP00229258PTIN
Phone2156433900PhoneNum
Preparation2021-09-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressWWW.KENDALNORTHERNOHIO.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$100,603GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$100,000ContributionsGiftsGrantsEtcAmt
Program Service Revenue$600ProgramServiceRevenueAmt
Investment Income$3InvestmentIncomeAmt
Total Revenue$100,603TotalRevenueAmt
Salaries Other Comp Empl Bnft$3,328SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$1,995FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$46,188OtherExpensesTotalAmt
Total Expenses$51,511TotalExpensesAmt
Excess Or Deficit For Year$49,092ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$2,544NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$51,636NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$6,187BOYAmt
EOY$101,666EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$15,789BOYAmt
EOY$26,294EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$21,976BOYAmt
EOY$127,960EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$19,432BOYAmt
EOY$76,324EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$2,544BOYAmt
EOY$51,636EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeKENDAL NORTHERN OHIO IS A NONPROFIT 501(C)(3) CORPORATION CURRENTLY SERVING KENDAL AT OBERLIN, AS WELL AS KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO, LLC (A DISREGARDED ENTITY OF KENDAL NORTHERN OHIO). KENDAL AT OBERLIN SEEKS TO DEVELOP INNOVATIVE SERVICES TO THE AGED WHICH COMPLEMENT THOSE OF EXISTING ORGANIZATIONS, ENCOURAGING SYNERGY OF PROGRAMS AND ENSURING OPERATIONS, AND THE SEPARATION OF OPERATIONS AND FINANCES.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomKENDAL NORTHERN OHIO SUPPORTS ITS SUPPORTED ORGANIZATION THROUGH RESEARCH, PLANNING AND ADVISING, FUNDRAISING, AND NEW PROGRAM DEVELOPMENT FOR THE KENDAL COMMUNITY. KENDAL NORTHERN OHIO WAS ABLE TO PROVIDE COMPREHENSIVE HOME AND COMMUNITY-BASED SERVICES TO OLDER ADULTS, INCLUDING CERTIFIED HOME HEALTH AND NON-SKILLED HOME CARE SERVICES THROUGH ITS MEMBERSHIP AGREEMENT WITH OHIO LIVING, A NON-PROFIT ORGANIZATION. AS THE "OUTREACH ARM" OF KENDAL, KENDAL NORTHERN OHIO HAS CONTRIBUTED TO THE FOLLOWING PROGRAM SERVICE OUTCOMES:-KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO, LLC WAS LAUNCHED IN 2009 TO PROVIDE HOME HEALTHCARE SERVICES AND PERSONAL CARE SERVICES TO SENIORS LIVING IN LORAIN AND CUYAHOGA COUNTIES IN PARTNERSHIP WITH OHIO LIVING (FORMERLY KNOWN AS SENIOR INDEPENDENCE). -KENDAL AT OBERLIN, A LIFE PLAN COMMUNITY (ALSO KNOWN AS A CONTINUING CARE RETIREMENT COMMUNITY) HAS BEEN PROVIDING SERVICES TO RESIDENTS SINCE 1993. KENDAL AT OBERLIN IS ACCREDITED BY COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES (CARF) AND HAS BEEN IDENTIFIED AS A 5-STAR RATED NURSING HOME BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES. -KENDAL NORTHERN OHIO ALSO ACTS AS A FISCAL AGENT FOR THE OBERLIN COMMUNITY LAND TRUST (CLT) SEEKING "TO STRENGTHEN DIVERSITY AND GROW COMMUNITIES BY HOLDING LAND IN TRUST FOR PERMANENTLY AFFORDABLE, SUSTAINABLE HOUSING, HOME OWNERSHIP, AND OTHER COMMUNITY NEEDS."-KENDAL'S EARLY LEARNING CENTER IS A PARTNER AGENCY AND ON THE STEERING COMMITTEE OF THE OBERLINKIDS COLLABORATIVE THAT WAS ESTABLISHED BY THE UNITED WAY FOUNDATION. RECENTLY, KENDAL NORTHERN OHIO HAS AGREED TO ACT AS THE LEAD AGENCY AND FISCAL SPONSOR FOR THIS INITIATIVE.-KENDAL IS A LEADER IN THE FIELD OF AGING SERVICES AND HAS BEEN INSTRUMENTAL IN SUPPORTING BOTH THE NATIONAL AND STATE LEADERSHIP ACADEMY PROGRAMS THROUGH STAFF LEADERSHIP.-KENDAL ACTIVELY CONTRIBUTES AND ENGAGES IN COMMUNITY EVENTS SUCH AS THE "WALK TO END ALZHEIMER'S AND VARIOUS OTHER INITIATIVES.-KENDAL IS COMMITTED TO SOCIAL RESPONSIBILITY PROVIDING LEADERSHIP IN THE GREATER COMMUNITY THROUGH SERVICE ON OTHER NONPROFIT BOARDS.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$48,492ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$48,492TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MONCHEIN ROBERT
CHAIR1.00$0$0$0
BOJANOWSKI CAROL
VICE CHAIR1.00$0$0$0
HELM ANNEMARIE
SECRETARY/TREASURER1.00$0$0$0
BURGESS ELIZABETH
BOARD MEMBER1.00$0$0$0
VERHOSEK CARMEN
BOARD MEMBER1.00$0$0$0
THOMAS BARBARA
CHIEF EXECUTIVE OFFICER2.00$0$0$0
O'MALLEY ANN
CHIEF FINANCIAL OFFICER3.00$0$0$0
TERRELL STACY
CHIEF HEALTH SERVICES OFFICER2.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANN O'MALLEY CFOBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 KENDAL DRIVEAddressLine1Txt
CityOBERLINCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44074ZIPCd
FieldValueIRS element (for citing)
Phone4407750094PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1KENDAL AT OBERLINBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN341567246EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$51,511SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$51,511SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (1)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (1)SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Activities TestYes (X)ActivitiesTestInd
Activities Further Exempt PrpsYes (1)ActivitiesFurtherExemptPrpsInd
Activities Engaged Org InvlmntYes (1)ActivitiesEngagedOrgInvlmntInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION A, LINE 6:KENDAL NORTHERN OHIO IS THE OUTREACH ARM OF KENDAL AT OBERLIN TO PROMOTE INTERGENERATIONAL ACTIVITIES OF WHICH OBERLINKIDS IS CONSIDERED.
PART IV, SECTION D, LINE 3:KENDAL AT OBERLIN HAS A SIGNIFICANT VOICE IN KENDAL NORTHERN OHIO'S INVESTMENT POLICIES AND INCOME AT ALL TIMES DURING THE TAX YEAR THROUGH CONTINUOUS BOARD INTERACTION AND OVERSIGHT. KENDAL AT OBERLIN APPROVES ALL INVESTMENT DECISIONS OF KENDAL NORTHERN OHIO AND HAS A SAY IN ALL FUNDINGS.
PART IV, SECTION E, LINE 2A:KENDAL AT OBERLIN'S EXEMPT PURPOSE IS TO SERVE OLDER ADULTS IN THE OBERLIN COMMUNITY AND NORTHEAST OHIO. THE SOLE PURPOSE AND ALL ACTIVITIES OF KENDAL NORTHERN OHIO SUPPORT KENDAL AT OBERLIN; THROUGH THE SUPPORT FROM KENDAL NORTHERN OHIO, KENDAL AT OBERLIN WAS ABLE TO PROVIDE HOME AND COMMUNITY BASED SERVICES TO OLDER ADULTS IN THE OBERLIN COMMUNITY AND NORTHEAST OHIO BY WAY OF THE PARTNERSHIP WITH OHIO LIVING.
PART IV, SECTION E, LINE 2B:REGULATIONS PRECLUDE THE SUPPORTED ORGANIZATION FROM PROVIDING THESE SERVICES DIRECTLY. THEY WERE ABLE TO MEET THE RESIDENT/MEMBER NEEDS THROUGH KENDAL NORTHERN OHIO'S DISREGARDED ENTITY, KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO, LLC. THROUGH A SPECIAL MEMBERSHIP AGREEMENT WITH OHIO LIVING, A NON-PROFIT ORGANIZATION, KENDAL NORTHERN OHIO WAS ABLE TO PROVIDE OLDER ADULTS COMPREHENSIVE HOME AND COMMUNITY BASED SERVICES THAT INCLUDE CERTIFIED SKILLED HOME HEALTH SERVICES AND NON-SKILLED HOME CARE SERVICES. KENDAL AT OBERLIN WOULD HAVE PERFORMED THESE SERVICES BUT FOR THE INVOLVEMENT OF KENDAL NORTHERN OHIO.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 3.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: SPECIAL MEMBERSHIP COST SHARING PROGRAM. AMOUNT: 45,830. DESCRIPTION: LICENSES DUES AND FEES. AMOUNT: 358. TOTAL TO FORM 990-EZ, LINE 16: 46,188.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: ACCOUNTS RECEVIABLE. BEG. OF YEAR AMOUNT: 707. END OF YEAR AMOUNT: 150. DESCRIPTION: DEPOSITS AND PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 163. END OF YEAR AMOUNT: 163. DESCRIPTION: OBERLIN COMMUNITY LAND TRUST . BEG. OF YEAR AMOUNT: 14,919. END OF YEAR AMOUNT: 11,775. DESCRIPTION: OBERLINKIDS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 14,206.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 4,340. END OF YEAR AMOUNT: 50,170. DESCRIPTION: OBERLIN COMMUNITY LAND TRUST. BEG. OF YEAR AMOUNT: 14,919. END OF YEAR AMOUNT: 11,775. DESCRIPTION: OBERLINKIDS COLLABORATIVE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 14,206. DESCRIPTION: AMOUNT DUE TO AFFILIATE. BEG. OF YEAR AMOUNT: 173. END OF YEAR AMOUNT: 173.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc