STRATEGY STUDIO / PUBLIC DATA EXPLORER

KENDAL NORTHERN OHIO: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
KENDAL NORTHERN OHIO (EIN 20-0547957)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-01
IRS object ID
202042759349301619
Schema version
2019v5.1
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)
Return2020-10-01T19:31:40-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-10-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBERNADETTE O'TOOLE CPAPreparerPersonNm
PTINP00229258PTIN
Phone2156433900PhoneNum
Preparation2020-10-01PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.137.57.251IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-01IPDt
IP Tm14:37:30IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB9410AED5E3544F88E7F1364350661432485FF60AtSubmissionCreationDeviceId
At Submission Filing Device IdFB001DF21A9B1B65FA0A1EFB9B26F7A24E11B319AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1KENDAL NORTHERN OHIO'S OHIO LIVINGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerBARBARA THOMASPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 KENDAL DRAddressLine1Txt
CityOBERLINCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44074ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$302,198GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.KENDALNORTHERNOHIO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionA SUPPORTING ORGANIZATION FOR KENDAL AT OBERLIN & KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO, LLC.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers6TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$301,793CYContributionsGrantsAmt
PY Program Service Revenue$74,407PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$5PYInvestmentIncomeAmt
CY Investment Income$5CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$400CYOtherRevenueAmt
PY Total Revenue$74,412PYTotalRevenueAmt
CY Total Revenue$302,198CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,484PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,615CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$34,056PYOtherExpensesAmt
CY Other Expenses$33,808CYOtherExpensesAmt
PY Total Expenses$36,540PYTotalExpensesAmt
CY Total Expenses$36,423CYTotalExpensesAmt
PY Revenues Less Expenses$37,872PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$265,775CYRevenuesLessExpensesAmt
Total Assets BOY$9,349TotalAssetsBOYAmt
Total Assets EOY$21,976TotalAssetsEOYAmt
Total Liabilities BOY$289,710TotalLiabilitiesBOYAmt
Total Liabilities EOY$19,432TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$280,361NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,544NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionKENDAL NORTHERN OHIO IS A NONPROFIT 501(C)(3) CORPORATION CURRENTLY SERVING KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO AND KENDAL AT OBERLIN. KENDAL NORTHERN OHIO SUPPORTS THE WORK OF KENDAL AT OBERLIN AND KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO. KENDAL NORTHERN OHIO 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. IT SUPPORTS ITS ENTITIES THROUGH RESEARCH, PLANNING AND ADVISING, FUNDRAISING, AND NEW PROGRAM DEVELOPMENT TO THE KENDAL COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$35,645ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescKENDAL NORTHERN OHIO WAS ESTABLISHED AS A NONPROFIT 501(C)(3) CORPORATION IN 2003 WITH THE PRIMARY PURPOSE TO SUPPORT THE MISSIONS OF KENDAL AT OBERLIN AND KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO, LLC. 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).CONTINUED ON SCHEDULE O.- 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 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 CLT (A COMMUNITY LAND TRUST) 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.Desc
Total Program Service Expenses$35,645TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANN O'MALLEY CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4407750094PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 KENDAL DRIVEAddressLine1Txt
CityOBERLINCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44074ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
BURGESS LIZ
BOARD MEMBER2.002.00Yes (X)$0$0$0
HELM ANNEMARIE
SECRETARY/TREASURER2.000.00Yes (X)$0$0$0Yes (X)
MONCHEIN ROBERT
CHAIR2.002.00Yes (X)$0$0$0Yes (X)
BOJANOWSKI CAROL
VICE CHAIR2.000.00Yes (X)$0$0$0Yes (X)
O'MALLEY ANN
CFO3.0050.00$0$185,531$11,837Yes (X)
TERRELL STACY
CHO1.0050.00$0$126,846$32,148Yes (X)
THOMAS BARBARA
CEO1.0050.00$0$270,329$25,427Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$582,706TotReportableCompRltdOrgAmt
Total Other Compensation$69,412TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$301,793RelatedOrganizationsAmt
Total Contributions$301,793TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5TotalRevenueColumnAmt
Exclusion$5ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$400TotalRevenueColumnAmt
Exclusion$400ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$400OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$302,198TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$405ExclusionAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,615TotalAmt
Program Services$2,092ProgramServicesAmt
Management And General$523ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$173TotalAmt
Management And General$173ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$82TotalAmt
Management And General$82ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescSHARED SERVICEDesc
Total$33,553TotalAmt
Program Services$33,553ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$36,423TotalAmt
Program Services$35,645ProgramServicesAmt
Management And General$778ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$8,875BOYAmt
EOY$6,187EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$309BOYAmt
EOY$707EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$165BOYAmt
EOY$163EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$36,806LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$36,806LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$14,919EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,349BOYAmt
EOY$21,976EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$21,470BOYAmt
EOY$4,340EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$268,240BOYAmt
EOY$15,092EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$289,710BOYAmt
EOY$19,432EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$286,518BOYAmt
EOY-$3,613EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,157BOYAmt
EOY$6,157EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$280,361BOYAmt
EOY$2,544EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,349BOYAmt
EOY$21,976EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$265,775ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$17,130OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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$36,423SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$36,423SupportSumAmt
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 Org0SupportNonSupportedOrgInd
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 (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.
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 D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$36,806OtherCostOrOtherBasisAmt
Depreciation$36,806DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescOBERLIN COMMUNITY LAND TRUSTDesc
Book Value$14,919BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$14,919TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO AFFILIATES$173
OBERLIN COMMUNITY LAND TRUST$14,919
FieldValueIRS element (for citing)
Total Liability$15,092TotalLiabilityAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
O'MALLEY ANN
CFO$0$181,778$0$3,753$0$0$0$11,031$0$806$0$197,368$0$0
TERRELL STACY
CHO$0$124,074$0$2,772$0$0$0$8,024$0$24,124$0$158,994$0$0
THOMAS BARBARA
CEO$0$270,329$0$0$0$0$0$16,592$0$8,835$0$295,756$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE CHIEF EXECUTIVE OFFICER OF KENDAL NORTHERN OHIO'S PERFORMANCE AND COMPENSATION IS REVIEWED ANNUALLY BY THE GOVERNANCE COMMITTEE OF KENDAL AT OBERLIN'S BOARD OF DIRECTORS (THE CEO'S SALARY IS PAID BY KENDAL AT OBERLIN). INDEPENDENT SALARY SURVEYS WITH COMPARABLE ORGANIZATIONS THAT ARE A SIMILAR SIZE ARE PROVIDED BY KENDAL CORPORATION AS PART OF THE COMPENSATION ADJUSTMENT PROCESS. THIS IS FURTHER EVALUATED AGAINST THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER THROUGH A PERFORMANCE REVIEW PROCESS THAT COMPARES ACTUAL PERFORMANCE AGAINST THE OVERALL GOALS OF THE ORGANIZATION. INPUT IS OBTAINED FROM THE BOARD OF DIRECTORS (KENDAL AT OBERLIN) AND IS DISCUSSED WITH THE BOARD AS PART OF THE ANNUAL BOARD MEETING.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3EFFECTIVE JANUARY 1, 2016, KENDAL NORTHERN OHIO ON BEHALF OF KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO, LLC (DOING BUSINESS AS SENIOR INDEPENDENCE) ENTERED INTO A SPECIAL MEMBERSHIP AGREEMENT WITH OHIO LIVING, AN OHIO NONPROFIT CORPORATION. IN ADDITION, KENDAL NORTHERN OHIO AND OHIO LIVING AGREED TO TERMINATE THE IPARTNER AGREEMENT DATED SEPTEMBER 17, 2009 BETWEEN KENDAL NORTHERN OHIO AND SENIOR INDEPENDENCE, A SUBSIDIARY OF OHIO LIVING. THE PURPOSE OF THE SPECIAL MEMBERSHIP AGREEMENT IS TO CONSOLIDATE ITS EXISTING HOME HEALTH CARE AND PRIVATE DUTY OPERATIONS WITH OHIO LIVING ("POST-ACUTE CARE OPERATIONS") SO THAT KENDAL NORTHERN OHIO CAN WORK TOGETHER WITH OHIO LIVING TO EXPAND MEDICARE AND MEDICAID CERTIFIED HOME HEALTH CARE SERVICES, HOME HEALTH CARE SERVICES PAID FOR BY COMMERCIAL PAYERS, AND PRIVATE DUTY/HOME CARE SERVICES PROVIDED TO (I) THE RESIDENTS OF KENDAL AT OBERLIN, (II) THE GENERAL COMMUNITY RESIDING IN THE OHIO COUNTIES OF HURON AND LORAIN AND PORTIONS OF WESTERN CUYAHOGA COUNTY IN SPECIFIC ZIP CODES IDENTIFIED IN THE SPECIAL MEMBERSHIP AGREEMENT. OHIO LIVING PROVIDES THE MANAGEMENT SERVICES UNDER THE SPECIAL AGREEMENT.
FORM 990, PART VI, SECTION A, LINE 6THE SOLE MEMBER OF KENDAL NORTHERN OHIO IS KENDAL AT OBERLIN, A 501(C)(3) PUBLIC CHARITY. THE POWERS AND AUTHORITY OF THE SOLE MEMBER ARE CO-EXTENSIVE WITH THOSE OF THE KENDAL CORPORATION, A 501(C)(3) PUBLIC CHARITY.
FORM 990, PART VI, SECTION A, LINE 7ATHE BOARD OF DIRECTORS IS APPOINTED BY KENDAL AT OBERLIN.
FORM 990, PART VI, SECTION A, LINE 7BTHE DIRECTORS SHALL SEEK AND MUST OBTAIN THE APPROVAL OF KENDAL AT OBERLIN AND THE KENDAL CORPORATION WITH RESPECT TO THE FOLLOWING: CHANGES IN CORPORATE PURPOSES, INCURRING OF INDEBTEDNESS, THE CORPORATIONS USE OF THE KENDAL NAME, SUBSTANCE OF RESIDENT CONTRACTS, THE PURCHASE, SALE, LEASE, OR DISPOSITION, A DISSOLUTION, MERGER, OR ACQUISITION OF ANOTHER ENTITY, THE SELECTION OF NEW MEMBERS OF THE BOARD OF DIRECTORS, AND ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN PROVIDED TO THE OFFICERS FOR REVIEW AND APPROVAL. THE FORM 990 IS ALSO PROVIDED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING FOR THEIR AWARENESS AND ACCEPTANCE.
FORM 990, PART VI, SECTION B, LINE 12CALL MEMBERS OF THE BOARD ARE REQUIRED TO COMPLETE CONFLICT OF INTEREST STATEMENTS. KENDAL NORTHERN OHIO'S GOVERNANCE COMMITTEE OF THE BOARD REVIEWS ALL OF THE COMPLETED CONFLICT OF INTEREST STATEMENTS. THIS INFORMATION IS SUMMARIZED AND SHARED WITH THE FULL BOARD OF DIRECTORS FOR THEIR AWARENESS OF ANY POTENTIAL CONFLICTS. IF A PERSON HAS A CONFLICT, IT IS DISCLOSED AND THEY WILL NOT BE ABLE TO PARTICIPATE IN THE DECISION MAKING PROCESS IN AN AREA THAT RELATES TO THE CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION C, LINE 19THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:SPECIAL MEMBERSHIP ADJUSTMENT 17,130.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 KENDAL DRIVEAddressLine1Txt
CityOBERLINCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44074ZIPCd
FieldValueIRS element (for citing)
EIN200547957EIN
Legal Domicile StateOHLegalDomicileStateCd
Total Income$302,198TotalIncomeAmt
End Of Year Assets$21,976EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1KENDAL NORTHERN OHIOBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
KENDAL AT ITHACA
2230 NORTH TRIPHAMMER ROADITHACANY14850521787487OPERATE A CONTINUING CARE RETIREMENT COMMUNITYNY501(C)(3)LINE 10N/A0
THE ADMIRAL AT THE LAKE
929 WEST FOSTER AVECHICAGOIL60640362171730OPERATE A CONTINUING CARE RETIREMENT COMMUNITYIL501(C)(3)LINE 10N/A0
KENDAL AT HOME
27519 DETROIT ROADWESTLAKEOH44145200548053OPERATE A CONTINUING CARE RETIREMENT COMMUNITY WITHOUT WALLSOH501(C)(3)LINE 10N/A0
KENDAL AT OBERLIN
600 KENDAL DRIVEOBERLINOH44074341567246OPERATE A CONTINUING CARE RETIREMENT COMMUNITYOH501(C)(3)LINE 10N/A0
COLLINGTON EPISCOPAL LIFECARE COMMUNITY INC
10450 LOTTSFORD ROADMITCHELLVILLEMD20271521281156OPERATE A CONTINUING CARE RETIREMENT COMMUNITYMD501(C)(3)LINE 10N/A0
KENDAL NEW YORK
1010 KENDAL WAYSLEEPY HOLLOWNY10591061656576PROVIDE SUPPORTING SERVICES IN OPERATION OF KENDAL ON HUDSON AND ITHACANY501(C)(3)LINE 12C, III-FI0THE KENDAL CORPORATION
KENDAL AT LEXINGTON
160 KENDAL DRIVELEXINGTONVA24450541795871OPERATE A CONTINUING CARE RETIREMENT COMMUNITYVA501(C)(3)LINE 10N/A0
CHANDLER HALL HEALTH SERVICES INC
99 BARCLAY STREETNEWTOWNPA18940232365124OPERATE A CONTINUING CARE RETIREMENT COMMUNITYPA501(C)(3)LINE 10N/A0
THE LATHROP COMMUNITIES
100 BASSETT BROOKE DRIVEEASTHAMPTONMA01027042996627OPERATE A 55 AND OVER COMMUNITYMA501(C)(3)LINE 10N/A0
KENDAL-CROSSLANDS COMMUNITIES
PO BOX 100 OR 1107 E BALTIMORE PIKEKENNETT SQUAREPA19348251906212OPERATE A CONTINUING CARE RETIREMENT COMMUNITYPA501(C)(3)LINE 10N/A0
BARCLAY FRIENDS
700 N FRANKLIN STREETWEST CHESTERPA19380232088476OPERATE A CONTINUING CARE RETIREMENT COMMUNITYPA501(C)(3)LINE 10N/A0
KENDAL AT HANOVER
80 LYME ROADHANOVERNH03755020519490OPERATE A CONTINUING CARE RETIREMENT COMMUNITYNH501(C)(3)LINE 10N/A0
KENDAL CHARITABLE FUNDS
1107 E BALTIMORE PIKEKENNETT SQUAREPA19348232626425MANAGE CHARITABLE CONTRIBUTIONSPA501(C)(3)LINE 70THE KENDAL CORPORATION
KENDAL CORPORATION THE KENDAL COMMUNITIES DEVELOPMENT
1107 E BALTIMORE PIKEKENNETT SQUAREPA19348232688382SUPPORTING ORGANIZATION THAT PROVIDES MANAGEMENT SUPPORT AND SERVICESPA501(C)(3)LINE 12C, III-FIN/A0
KENDAL AT HUDSON
1010 KENDAL WAYSLEEPY HOLLOWNY10591133971396OPERATE A CONTINUING CARE RETIREMENT COMMUNITYNY501(C)(3)LINE 10N/A0
KENDAL AT GRANVILLE
2158 COLUMBUS ROADGRANVILLEOH43023311657346OPERATE A CONTINUING CARE RETIREMENT COMMUNITYOH501(C)(3)LINE 10N/A0
KENDAL AGING
300 PAGE STREETSAN FRANCISCOCA94102823361136PROVIDE SUPPORTING SERVICES IN THE OPERATION OF KENDAL AT SONOMACA501(C)(3)LINE 12C, III-FI0THE KENDAL CORPORATION
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1KENDAL AT OBERLINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$301,793InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceNAME OF RELATED ORGANIZATION:FormAndLineReferenceDesc
ExplanationKENDAL AGING PRIMARY ACTIVITY: PROVIDE SUPPORTING SERVICES IN THE OPERATION OF KENDAL AT SONOMA, A ZEN-INSPIRED COMMUNITY.ExplanationTxt