2020-10-01T19:31:40-05:00 2019-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 990 2019-01-01 200547957 KENDAL NORTHERN OHIO KEND 4407750094 600 KENDAL DR OBERLIN OH 44074 BARBARA THOMAS CEO 4407750094 2020-10-01 1 BERNADETTE O'TOOLE CPA P00229258 2156433900 2020-10-01 67.137.57.251 2020-10-01 14:37:30 ED P B9410AED5E3544F88E7F1364350661432485FF60 FB001DF21A9B1B65FA0A1EFB9B26F7A24E11B319 2019 2021-01-29 14:40:06Z KENDAL NORTHERN OHIO'S OHIO LIVING BARBARA THOMAS 600 KENDAL DR OBERLIN OH 44074 302198 0 X WWW.KENDALNORTHERNOHIO.ORG X 2003 OH A SUPPORTING ORGANIZATION FOR KENDAL AT OBERLIN & KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO, LLC. 4 4 0 6 0 0 0 301793 74407 0 5 5 0 400 74412 302198 0 0 0 0 2484 2615 0 0 0 34056 33808 36540 36423 37872 265775 9349 21976 289710 19432 -280361 2544 X KENDAL 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. 0 0 35645 0 0 KENDAL 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. 35645 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X ANN O'MALLEY CFO 4407750094 600 KENDAL DRIVE OBERLIN OH 44074 BURGESS LIZ BOARD MEMBER 2.00 2.00 X 0 0 0 HELM ANNEMARIE SECRETARY/TREASURER 2.00 0.00 X X 0 0 0 MONCHEIN ROBERT CHAIR 2.00 2.00 X X 0 0 0 BOJANOWSKI CAROL VICE CHAIR 2.00 0.00 X X 0 0 0 O'MALLEY ANN CFO 3.00 50.00 X 0 185531 11837 TERRELL STACY CHO 1.00 50.00 X 0 126846 32148 THOMAS BARBARA CEO 1.00 50.00 X 0 270329 25427 0 582706 69412 0 0 1 0 0 301793 301793 5 5 OTHER REVENUE 900099 400 400 400 302198 0 0 405 2615 2092 523 173 173 82 82 SHARED SERVICE 33553 33553 36423 35645 778 0 8875 6187 309 707 165 163 36806 36806 0 0 0 14919 9349 21976 21470 4340 268240 15092 289710 19432 X -286518 -3613 6157 6157 -280361 2544 9349 21976 X 265775 17130 X 0 0 0 X X X 1 KENDAL AT OBERLIN 341567246 10 1 36423 0 1 36423 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36806 36806 0 0 OBERLIN COMMUNITY LAND TRUST 14919 14919 DUE TO AFFILIATES 173 OBERLIN COMMUNITY LAND TRUST 14919 15092 X X X 0 0 0 0 0 0 0 0 0 O'MALLEY ANN CFO 0 181778 0 3753 0 0 0 11031 0 806 0 197368 0 0 TERRELL STACY CHO 0 124074 0 2772 0 0 0 8024 0 24124 0 158994 0 0 THOMAS BARBARA CEO 0 270329 0 0 0 0 0 16592 0 8835 0 295756 0 0 PART I, LINE 3 THE 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. FORM 990, PART VI, SECTION A, LINE 3 EFFECTIVE 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 6 THE 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 7A THE BOARD OF DIRECTORS IS APPOINTED BY KENDAL AT OBERLIN. FORM 990, PART VI, SECTION A, LINE 7B THE 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 11B THE 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 12C ALL 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 19 THE 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. KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO LLC 600 KENDAL DRIVE OBERLIN OH 44074 200547957 OH 302198 21976 KENDAL NORTHERN OHIO KENDAL AT ITHACA 2230 NORTH TRIPHAMMER ROAD ITHACA NY 14850 521787487 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY NY 501(C)(3) LINE 10 N/A 0 THE ADMIRAL AT THE LAKE 929 WEST FOSTER AVE CHICAGO IL 60640 362171730 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY IL 501(C)(3) LINE 10 N/A 0 KENDAL AT HOME 27519 DETROIT ROAD WESTLAKE OH 44145 200548053 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY WITHOUT WALLS OH 501(C)(3) LINE 10 N/A 0 KENDAL AT OBERLIN 600 KENDAL DRIVE OBERLIN OH 44074 341567246 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY OH 501(C)(3) LINE 10 N/A 0 COLLINGTON EPISCOPAL LIFECARE COMMUNITY INC 10450 LOTTSFORD ROAD MITCHELLVILLE MD 20271 521281156 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY MD 501(C)(3) LINE 10 N/A 0 KENDAL NEW YORK 1010 KENDAL WAY SLEEPY HOLLOW NY 10591 061656576 PROVIDE SUPPORTING SERVICES IN OPERATION OF KENDAL ON HUDSON AND ITHACA NY 501(C)(3) LINE 12C, III-FI THE KENDAL CORPORATION 0 KENDAL AT LEXINGTON 160 KENDAL DRIVE LEXINGTON VA 24450 541795871 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY VA 501(C)(3) LINE 10 N/A 0 CHANDLER HALL HEALTH SERVICES INC 99 BARCLAY STREET NEWTOWN PA 18940 232365124 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 N/A 0 THE LATHROP COMMUNITIES 100 BASSETT BROOKE DRIVE EASTHAMPTON MA 01027 042996627 OPERATE A 55 AND OVER COMMUNITY MA 501(C)(3) LINE 10 N/A 0 KENDAL-CROSSLANDS COMMUNITIES PO BOX 100 OR 1107 E BALTIMORE PIKE KENNETT SQUARE PA 19348 251906212 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 N/A 0 BARCLAY FRIENDS 700 N FRANKLIN STREET WEST CHESTER PA 19380 232088476 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 N/A 0 KENDAL AT HANOVER 80 LYME ROAD HANOVER NH 03755 020519490 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY NH 501(C)(3) LINE 10 N/A 0 KENDAL CHARITABLE FUNDS 1107 E BALTIMORE PIKE KENNETT SQUARE PA 19348 232626425 MANAGE CHARITABLE CONTRIBUTIONS PA 501(C)(3) LINE 7 THE KENDAL CORPORATION 0 KENDAL CORPORATION THE KENDAL COMMUNITIES DEVELOPMENT 1107 E BALTIMORE PIKE KENNETT SQUARE PA 19348 232688382 SUPPORTING ORGANIZATION THAT PROVIDES MANAGEMENT SUPPORT AND SERVICES PA 501(C)(3) LINE 12C, III-FI N/A 0 KENDAL AT HUDSON 1010 KENDAL WAY SLEEPY HOLLOW NY 10591 133971396 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY NY 501(C)(3) LINE 10 N/A 0 KENDAL AT GRANVILLE 2158 COLUMBUS ROAD GRANVILLE OH 43023 311657346 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY OH 501(C)(3) LINE 10 N/A 0 KENDAL AGING 300 PAGE STREET SAN FRANCISCO CA 94102 823361136 PROVIDE SUPPORTING SERVICES IN THE OPERATION OF KENDAL AT SONOMA CA 501(C)(3) LINE 12C, III-FI THE KENDAL CORPORATION 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 KENDAL AT OBERLIN C 301793 CASH NAME OF RELATED ORGANIZATION: KENDAL AGING PRIMARY ACTIVITY: PROVIDE SUPPORTING SERVICES IN THE OPERATION OF KENDAL AT SONOMA, A ZEN-INSPIRED COMMUNITY.