2019-07-23T11:20:00-05:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990EZ 2018-01-01 200547957 KENDAL NORTHERN OHIO KEND 4407750094 600 KENDAL DR OBERLIN OH 44074 BARBARA THOMAS CHIEF EXECUTIVE OFFICER 4407750094 2019-07-22 1 BERNADETTE O'TOOLE CPA P00229258 2156433900 67.137.57.251 2019-07-22 12:11:34 ED P 73165959F041044F9DC26414D498D34F5ABB8EC7 B5C6689AE7AF5414E27E4467F9AB971DF3B0FBE3 2018 2019-02-21 02:37:17Z X X WWW.KENDALNORTHERNOHIO.ORG X X 74412 X 74407 5 74412 2484 1960 190 31906 36540 37872 -318233 0 -280361 X 12928 8875 1019 474 13947 9349 332180 289710 -318233 -280361 X KENDAL NORTHERN OHIO IS A NONPROFIT 501 ( C) 3 CORPORATION CURRENTLY SERVING KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO AND KENDAL AT OBERLIN. KENDAL NOTHERN OHIO SUPPORTS THE WORK OF KENDAL AT OBERLIN AND KENDAL COMMUNITY OUTREACH OF 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. IT SUPPORTS ITS ENTITIES THROUGH RESEARCH, PLANNING AND ADVISING, FUNDRAISING; AND NEW PROGRAM DEVELOPMENT TO THE KENDAL COMMUNITY. HOME HEALTH CAREKENDAL NORTHERN OHIO WAS ESTABLISHED IN DECEMBER OF 2003 AND HAS SUPPORTED THE MISSIONS OF EACH OF THE ENTITIES (KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO AND KENDAL AT OBERLIN) WITH THE FOLLOWING OUTCOMES: KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO (SINGLE MEMBER LLC): -KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO WAS LAUNCHED IN 2009 AND HAS BEEN ABLE TO PROVIDE HOME HEALTH CARE SERVICES AND PERSONAL CARE SERVICES TO SENIORS LIVING IN LORAIN AND CUYAHOGA COUNTIES UNDER THE NAME OF OHIO LIVING (FORMERLY KNOWN AS SENIOR INDEPENDENCE).EFFECTIVE JANUARY 1, 2016, KENDAL NORTHERN OHIO ON BEHALF OF KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO, LLC (DOING BUSINESS AS OHIO LIVING) ENTERED INTO A SPECIAL MEMBERSHIP AGREEMENT WITH OHIO LIVING (FORMERLY KNOWN AS OHIO PRESBYTERIAN RETIREMENT SERVICES) AN OHIO NONPROFIT CORPORATION, "OHIO LIVING". IN ADDITION, KENDAL NORTHERN OHIO AND OHIO LIVING AGREED TO TERMINATE THE IPARTNER AGREEMENT DATED SEPTEMBER 17, 2009 BETWEEN KENDAL NORTHERN OHIO AND 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.KENDAL AT OBERLIN:-KENDAL AT OBERLIN OPENED IN 1993 AND HAS PROVIDED SERVICES TO OVER 817 RESIDENTS FROM 36 STATES AND THE DISTRICT OF COLUMBIA. KENDAL AT OBERLIN IS A CONTINUING CARE RETIREMENT COMMUNITY, AN ACCREDITED ORGANIZATION UNDER THE CARF STANDARDS AND HAS BEEN IDENTIFIED AS A 5 STAR RATED NURSING HOME BY CMS (CENTER OF MEDICARE AND MEDICAID SERVICES). SPECIAL ACCREDITATION HAS BEEN AWARDED FOR PERSON CENTERED LONG TERM CARE AND DEMENTIA CARE BY CARF.-KENDAL IS COMMITTED TO SOCIAL RESPONSIBILITY PROVIDING LEADERSHIP IN THE GREATER COMMUNITY AND MAKING KENDAL CAMPUS SPACES AND ONSITE PROGRAMS ACCESSIBLE TO THE LARGER COMMUNITY. -MORE THAN 100 NEIGHBORING OLDER ADULTS ARE SERVED YEARLY IN REHABILITATION AND FITNESS PROGRAMS.-MORE THAN 47 AREA FAMILIES USE KENDAL'S ACCREDITED 5-STAR (RATED CENTER BY THE STATE OF OHIO) EARLY LEARNING PROGRAM FROM TODDLERS TO PRE-KINDERGARTEN CHILDREN.-KENDAL HAS MADE REAL ESTATE TAX PAYMENTS OF OVER $5.8 MILLION SINCE 2000. THIS HAS RESULTED IN SIGNIFICANT ECONOMIC IMPACT TO THE CITY OF OBERLIN AND THE SCHOOL SYSTEM SINCE OPENING.-KENDAL AT OBERLIN HAS APPROXIMATELY 250 EMPLOYEES WHICH HAVE PROVIDED OVER $291 MILLION OF ECONOMIC BENEFIT IN THE LAST TWO DECADES TO LORAIN COUNTY FROM THE PAYROLL DOLLARS PAID TO EMPLOYEES.-KENDAL RESIDENTS, STAFF AND BOARD OF DIRECTORS VOLUNTEERED 47,780 RECORDED SERVICE HOURS ON AN ANNUAL BASIS BENEFIT OVER 80 DIFFERENT NONPROFIT ORGANIZATIONS IN LORAIN COUNTY. THESE VOLUNTEER HOURS HAVE AN ECONOMIC VALUE OF OVER $1.1 MILLION PER YEAR FOR A CUMULATIVE IMPACT OF APPROXIMATELY $17.0 MILLION OVER THE PAST TWO DECADES. -KENDAL AT OBERLIN 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. -MORE THAN 100 LOCAL STUDENTS FROM NURSING, REHABILITATION AND VOCATIONAL SCHOOLS WERE PROVIDED CLINICAL TRAINING AT KENDAL AT OBERLIN TO PREPARE THEM PROFESSIONALLY.-KENDAL WELCOMES THE PUBLIC TO ART GALLERY TALKS, LECTURES, THEATRICAL AND MUSICAL PERFORMANCES. OUR MEETING ROOMS WERE MADE AVAILABLE TO OVER 30 NONPROFIT ORGANIZATIONS. KENDAL WAS ALSO RECOGNIZED AS A PROGRAM OF DISTINCTION BY GENERATIONS UNITED FOR THE INTERGENERATIONAL PROGRAMMING OFFERED THROUGH KENDAL'S EARLY LEARNING CENTER ALL THE WAY THROUGH COLLEGE.-IN ADDITION, KENDAL STAFF AND RESIDENTS ACTIVELY CONTRIBUTE AND ENGAGE IN COMMUNITY EVENTS SUCH AS THE "WALK TO END ALZHEIMER'S." 0 11506 11506 BURGESS ELIZABETH BOARD MEMBER 2.00 0 0 0 HELM ANNEMARIE SECRETARY/TREASURER 2.00 0 0 0 MONCHEIN ROBERT CHAIR 2.00 0 0 0 BOJANOWSKI CAROL VICE CHAIR 2.00 0 0 0 O'MALLEY ANN CHIEF FINANCIAL OFFICER 3.00 0 0 0 TERRELL STACY CHIEF HEALTH SERVICES OFFI 1.00 0 0 0 THOMAS BARBARA CHIEF EXECUTIVE OFFICER 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OH ANN O'MALLEY CFO 600 KENDAL DRIVE OBERLIN OH 44074 4407750094 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X X X 1 KENDAL AT OBERLIN 341567246 10 1 66289 22387 1 66289 22387 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 PART IV, SECTION E, LINE 2A: KENDAL AT OBERLIN WAS ABLE TO PROVIDE, THROUGH KENDAL NORTHERN OHIO, HOME AND COMMUNITY BASED SERVICES TO RESIDENTS AND MEMBERS IN NEED OF SUCH SERVICES. 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 LLC, KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO. 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. FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 5. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: SPECIAL MEMBERSHIP COST SHARING PROGRAM. AMOUNT: 9,519. DESCRIPTION: SERVES REC'D-KENDAL AFFILIATE COMMUNITIES. AMOUNT: 22,387. TOTAL TO FORM 990-EZ, LINE 16: 31,906. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 309. END OF YEAR AMOUNT: 309. DESCRIPTION: PREPAID EXPENSES AND DEFERRED CHARGES. BEG. OF YEAR AMOUNT: 710. END OF YEAR AMOUNT: 165. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 33,211. END OF YEAR AMOUNT: 21,470. DESCRIPTION: DUE TO AFFILIATE. BEG. OF YEAR AMOUNT: 298,969. END OF YEAR AMOUNT: 268,240. THE 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.