KENDAL NORTHERN OHIO: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KENDAL NORTHERN OHIO (EIN 20-0547957)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-05
- IRS object ID
- 201531569349300023
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-05T12:50:50-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE STE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200547957 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDAL NORTHERN OHIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEND | BusinessNameControlTxt |
| Phone | 4407750094 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 KENDAL DR | AddressLine1Txt |
| City | OBERLIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44074 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN M O'MALLEY | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4407750094 | PhoneNum |
| Signature | 2015-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNADETTE O'TOOLE CPA | PreparerPersonNm |
| PTIN | P00229258 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDAL NORTHERN OHIO'S SENIOR INDEPENDENCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BARBARA THOMAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 KENDAL DR | AddressLine1Txt |
| City | OBERLIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $646,435 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KENDALNORTHERNOHIO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | A SUPPORTING ORGANIZATION FOR KENDAL AT HOME, KENDAL AT OBERLIN, AND KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO, LLC. IT IS AN ORGANIZATION IN SERVICE TO THE AGING POPULATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 37 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,166 | PYContributionsGrantsAmt |
| CY Contributions Grants | $586 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $685,890 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $645,846 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4 | PYInvestmentIncomeAmt |
| CY Investment Income | $3 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $690,060 | PYTotalRevenueAmt |
| CY Total Revenue | $646,435 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $409,260 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $409,774 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $352,634 | PYOtherExpensesAmt |
| CY Other Expenses | $335,777 | CYOtherExpensesAmt |
| PY Total Expenses | $761,894 | PYTotalExpensesAmt |
| CY Total Expenses | $745,551 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$71,834 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$99,116 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $144,159 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,668 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $187,508 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $273,133 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$43,349 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$142,465 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | KENDAL NORTHERN OHIO IS A NONPROFIT 501 (C) 3 CORPORATION CURRENTLY SERVING KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO, KENDAL AT HOME, AND KENDAL AT OBERLIN. KENDAL NORTHERN OHIO SUPPORTS THE MISSIONS OF KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO, KENDAL AT HOME AND KENDAL AT OBERLIN AND SEEKS TO DEVELOP INNOVATIVE SERVICES TO THE AGED WHICH COMPLEMENT THOSE OF EXISTING ORGANIZATIONS. IT FUNCTIONS AS A CORPORATE BRIDGE BETWEEN ITS DIVISIONS (KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO, KENDAL AT HOME AND KENDAL AT OBERLIN) AND THE KENDAL CORPORATION. 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $462,064 | ExpenseAmt |
| Revenue | $645,846 | RevenueAmt |
| Desc | KENDAL NORTHERN OHIO WAS ESTABLISHED IN DECEMBER OF 2003 AND HAS SUPPORTED THE MISSIONS OF EACH OF THE ENTITIES (KENDAL AT OBERLIN, KENDAL AT HOME, AND KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO) WITH THE FOLLOWING OUTCOMES:KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO (SINGLE MEMEBER LLC):-KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO WAS LAUNCHED IN 2009 AND HAS BEEN ABLE TO PROVIDE HOME HEALTHCARE SERVICES AND PERSONAL CARE SERVICES TO SENIORS LIVING IN LORAIN AND CUYAHOGA COUNTIES UNDER THE NAME SENIOR INDEPENDENCE. -OBTAINED MEDICARE SKILLED HOME HEALTH LICENSE IN 2010 AND CHAP ACCREDITATION.-RECENTLY APPLIED FOR MEDICAID SKILLED HOME HEALTH LICENSE IN ORDER TO PROVIDE SERVICES TO A BROADER ECONOMIC GROUP OF SENIORS.-HAVE BEEN ABLE TO DEMONSTRATE A LOW RE-HOSPITALIZATION RATE AND QUALITY OUTCOMES. IN 2014, KENDAL COMMUNITY OUTREACH WAS ABLE TO SERVE OVER 200 SENIORS AND SINCE INCEPTION IMPACTED MORE THAN 950 SERVICES IN LORAIN COUNTY.KENDAL AT HOME:-KENDAL AT HOME WAS LAUNCHED IN 2004 AND HAS BEEN ABLE TO PROVIDE SERVICES TO OVER 251 SENIORS IN 12 COUNTIES IN NORTHERN OHIO OVER THE LAST TEN YEARS. -LAUNCHED SEVERAL PREVENTION AND WELLNESS PROGRAMS FOCUSED ON SUPPORTING THE HEALTHY AGING INITIATIVE. -UTILIZED INNOVATIVE TECHNOLOGY SOLUTIONS IN THE DELIVERY OF CARE IN THE MEMBER'S HOMES.-PROVIDES GUIDANCE AND TRAINING TO OTHER PROVIDERS IN THE FIELD OF AGING SERVICES TO PROMOTE BEST PRACTICES AND EFFICIENT MODELS OF CARE.-HAS BEEN A LEADER IN PROVIDING SPECIFIC DEMENTIA CARE TRAINING TO CARE GIVERS AND HOME HEALTHCARE AGENCIES IN NORTHERN OHIO.KENDAL AT OBERLIN:-KENDAL AT OBERLIN OPENED IN 1993 AND HAS PROVIDED SERVICES TO OVER 700 RESIDENTS FROM 35 STATES AND THE DISTRICT OF COLUMBIA. KENDAL AT OBERLIN IS A CONTINUING CARE RETIREMENT COMMUNITY, AN ACCREDITED ORGANIZATION UNDER THE CARF/CCAC STANDARDS AND HAS BEEN IDENTIFIED AS A 5 STAR RATED HEALTH CENTER. SPECIAL ACCREDITATION HAS BEEN AWARDED FOR PERSON CENTERED LONG TERM CARE AND DEMENTIA CARE. -KENDAL IS COMMITTED TO SOCIAL RESPONSIBILITY PROVIDING LEADERSHIP IN THE GREATER COMMUNITY AND MAKING KENDAL CAMPUS SPACES ACCESSIBLE TO THE LARGER COMMUNITY.-MORE THAN 100 NEIGHBORING OLDER ADULTS ARE SERVED YEARLY IN REHABILITATION AND FITNESS PROGRAMS.-MORE THAN 25 AREA FAMILIES USE KENDAL'S ACCREDITED 5-STAR EARLY LEARNING PROGRAM FROM TODDLERS TO PRE-KINDERGARTEN CHILDREN.-SINCE OPENING, KENDAL HAS MADE PAYMENTS IN LIEU OF TAXES. MORE THAN $3.6 MILLION HAS BEEN PAID IN REAL ESTATE TAXES SINCE 2000. THIS HAS RESULTED IN SIGNIFICANT ECONOMIC IMPACT TO THE CITY OF OBERLIN AND THE SCHOOL SYSTEM SINCE OPENING.-KENDAL AT OBERLIN HAS OVER 200 EMPLOYEES WHICH HAVE PROVIDED OVER $196 MILLION OF ECONOMIC BENEFIT TO LORAIN COUNTY FROM THE PAYROLL DOLLARS PAID TO EMPLOYEES.-KENDAL RESIDENTS, STAFF AND BOARD OF DIRECTORS VOLUNTEERED MORE THAN 48,000 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 MILLION PER YEAR FOR A CUMULATIVE IMPACT OF APPROXIMATELY $20 MILLION SINCE INCEPTION. -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. | Desc |
| Total Program Service Expenses | $462,064 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 37 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN O'MALLEY CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4407750094 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 KENDAL DRIVE | AddressLine1Txt |
| City | OBERLIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44074 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| HELM ANNEMARIE | |||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HIGHTOWER JOHN | |||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| O'MALLEY KEARNEY CATHERINE | |||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MILLER ED | |||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MONCHEIN ROBERT | |||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROOSE DIANA | |||||||
| VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SOUTHWORTH JACK | |||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| O'MALLEY ANN | |||||||
| CFO | 5.00 | 55.00 | Yes (X) | $0 | $165,191 | $10,455 | |
| TERRELL STACY | |||||||
| CHIEF HEALTH SERVICES OFFICER | 5.00 | 55.00 | Yes (X) | $0 | $110,364 | $21,011 | |
| THOMAS BARBARA | |||||||
| CEO | 3.00 | 57.00 | Yes (X) | $0 | $234,574 | $15,119 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $510,129 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $46,585 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $586 | AllOtherContributionsAmt |
| Total Contributions | $586 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICARE - PPS REVENUE | 621610 | $529,415 | $529,415 |
| PRIVATE PAY REVENUE | 621610 | $116,431 | $116,431 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $645,846 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3 | TotalRevenueColumnAmt |
| Exclusion | $3 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $646,435 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $645,846 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,691 | TotalAmt |
| Program Services | $188,497 | ProgramServicesAmt |
| Management And General | $139,194 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,148 | TotalAmt |
| Program Services | $19,226 | ProgramServicesAmt |
| Management And General | $13,922 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,605 | TotalAmt |
| Program Services | $14,271 | ProgramServicesAmt |
| Management And General | $10,334 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,330 | TotalAmt |
| Program Services | $14,111 | ProgramServicesAmt |
| Management And General | $10,219 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,348 | TotalAmt |
| Management And General | $4,348 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,007 | TotalAmt |
| Management And General | $11,007 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,042 | TotalAmt |
| Management And General | $19,042 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,738 | TotalAmt |
| Program Services | $8,738 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,684 | TotalAmt |
| Management And General | $4,684 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,266 | TotalAmt |
| Program Services | $21,266 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,719 | TotalAmt |
| Program Services | $3,317 | ProgramServicesAmt |
| Management And General | $2,402 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,127 | TotalAmt |
| Program Services | $8,194 | ProgramServicesAmt |
| Management And General | $5,933 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,097 | TotalAmt |
| Program Services | $1,796 | ProgramServicesAmt |
| Management And General | $1,301 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,591 | TotalAmt |
| Program Services | $4,591 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,789 | TotalAmt |
| Management And General | $46,789 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,903 | TotalAmt |
| Management And General | $2,903 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,085 | TotalAmt |
| Management And General | $3,085 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| HEALTH CARE RELATED | $174,855 | $174,855 | |
| STAFF RECRUITMENT | $5,521 | $3,202 | $2,319 |
| BAD DEBT EXPENSE | $4,050 | $4,050 | |
| LICENSE, DUES, AND FEES | $1,698 | $1,698 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257 | TotalAmt |
| Management And General | $257 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $745,551 | TotalAmt |
| Program Services | $462,064 | ProgramServicesAmt |
| Management And General | $283,487 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,678 | BOYAmt |
| EOY | $23,849 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,329 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,623 | BOYAmt |
| EOY | $90,312 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389 | BOYAmt |
| EOY | $674 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $36,806 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,414 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,294 | BOYAmt |
| EOY | $10,392 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175 | BOYAmt |
| EOY | $112 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,159 | BOYAmt |
| EOY | $130,668 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,269 | BOYAmt |
| EOY | $74,967 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,239 | BOYAmt |
| EOY | $198,166 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,508 | BOYAmt |
| EOY | $273,133 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$48,827 | BOYAmt |
| EOY | -$148,169 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,478 | BOYAmt |
| EOY | $5,704 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$43,349 | BOYAmt |
| EOY | -$142,465 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,159 | BOYAmt |
| EOY | $130,668 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$99,116 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| KENDAL AT OBERLIN | ||||
| 341567246 | 9 | Yes (1) | $72,566 | $0 |
| KENDAL AT HOME | ||||
| 200548053 | 9 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $72,566 | SupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | 0 | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Activities Further Exempt Prps | Yes (1) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | Yes (1) | ActivitiesEngagedOrgInvlmntInd |
| Appoint Elect Majority Officer | Yes (1) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | 0 | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE A, PART IV, SECTION E LINE 2A | KENDAL AT OBERLIN AND KENDAL AT HOME WERE ABLE TO PROVIDE THROUGH KENDAL NORTHERN OHIO HOME AND COMMUNITY BASED SERVICES TO RESIDENTS AND MEMBERS IN NEED OF SUCH SERVICES. |
| FORM 990, SCHEDULE A, 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. |
| FORM 990, SCHEDULE A, PART IV, SECTION E LINE 3A | THE SUPPORTED ORGANIZATIONS APPOINT THEIR OFFICERS AND DIRECTORS AND KENDAL NORTHERN OHIO REVIEWS AND APPROVES ALL CANDIDATES. |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,806 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,414 | DepreciationAmt |
| Book Value | $10,392 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,392 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $198,166 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $198,166 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $646,435 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $646,435 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $646,435 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $745,551 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $745,551 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $745,551 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | KENDAL NORTHERN OHIO'S SENIOR INDEPENDENCE HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. KENDAL NORTHERN OHIO'S SENIOR INDEPENDENCE FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS, IF ANY. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON THE FINANCIAL STATEMENTS OF KENDAL NORTHERN OHIO. KENDAL NORTHERN OHIO'S SENIOR INDEPENDENCE TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE YEARS ENDED 2011 TO 2013 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| O'MALLEY ANN | ||||||||||||||
| CFO | $0 | $162,191 | $0 | $3,000 | $0 | $0 | $0 | $9,719 | $0 | $736 | $0 | $175,646 | $0 | $0 |
| THOMAS BARBARA | ||||||||||||||
| CEO | $0 | $234,574 | $0 | $0 | $0 | $0 | $0 | $14,383 | $0 | $736 | $0 | $249,693 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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 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. THIS PROCESS WAS LAST UNDERTAKEN IN 2014. ALL OTHER KENDAL NORTHERN OHIO EMPLOYEES PERFORMANCE ARE REVIEWED ANNUALLY AND SALARY SURVEYS ARE OBTAINED FOR THEIR RESPECTIVE POSITIONS. THIS IS REVIEWED WITH THE HUMAN RESOURCES DIRECTOR OF KENDAL NORTHERN OHIO AND IS INCLUDED AS PART OF THE ANNUAL BUDGET PROCESS. THE PROCESS WAS LAST UNDERTAKEN IN OCTOBER AND NOVEMBER OF 2014. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION HAS MADE THE FOLLOWING CHANGES TO ITS BY-LAWS DURING THE YEAR: ARTICLE VI BOARD OF DIRECTORS FUNDAMENTAL 6.1 QUALIFICATIONS THE CORPORATION SHALL SEEK DIRECTORS WHOSE LIVES ARE IN HARMONY WITH KENDAL VALUES AND PRACTICES, AND SEEK TO INCLUDE, AMONG THE BOARD, MEMBERS OF THE RELIGIOUS SOCIETY OF FRIENDS. AT LEAST ONE MEMBER OF THE BOARD SHALL BE A BOARD MEMBER FROM EACH OF THE FOLLOWING ORGANIZATIONS: KENDAL AT OBERLIN AND KENDAL AT HOME. THE BOARD GOVERNANCE COMMITTEE FOR KENDAL NORTHERN OHIO SHALL MAKE ITS NOMINATIONS FOR MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE DIRECTORS SHALL SEEK AND MUST OBTAIN THE APPROVAL OF 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 OF BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11 | KENDAL NORTHERN OHIO PROVIDES A COPY OF THE FORM 990 TO THE GOVERNANCE COMMITTEE 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 | 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 B, LINE 15 | CEO IS NOT COMPENSATED BY KENDAL NORTHERN OHIO BUT RATHER AFFILIATE KENDAL AT OBERLIN WHERE THE FULL PROCESS IS DELEGATED TO THE KENDAL AT OBERLIN BOARD OF DIRECTORS OF WHICH THERE ARE OVERLAPPING MEMBERS BETWEEN KENDAL AT OBERLIN AND KENDAL NORTHERN OHIO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE AUDITED FINANCIAL STATEMENTS FOR KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO, LLC ARE DISTRIBUTED TO THE KENDAL NORTHERN OHIO BOARD, THE SENIOR INDEPENDENCE OPERATING BOARD AND THE KENDAL NORTHERN OHIO AUDIT COMMITTEE. THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE REVIEWED ANNUALLY AND ANY CONFLICTS ARE DISCLOSED TO THE BOARD MEMBERS. WHEN THERE ARE CHANGES TO THE GOVERNING DOCUMENTS THESE ARE ALSO DISCLOSED TO THE BOARD MEMBERS. IN ADDITION, KENDAL USES AN EGOVERNANCE PORTAL AND MOST OF THE DOCUMENTS OF A PERMANENT NATURE ARE POSTED ON THAT SITE AND AVAILABLE FOR THE BOARD MEMBERS TO REVIEW. ALL OF THE PRECEDING ARE ALSO ALWAYS MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 KENDAL DRIVE | AddressLine1Txt |
| City | OBERLIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200547957 | EIN |
| Primary Activities | HOME HEALTH SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $646,435 | TotalIncomeAmt |
| End Of Year Assets | $130,668 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDAL NORTHERN OHIO | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| KENDAL AT ITHACA | ||||||||||
| 2230 NORTH TRIPHAMMER ROAD | ITHACA | NY | 14850 | 521787487 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | NY | 501(C) | LINE 9 | 0 | |
| KENDAL AT HUDSON | ||||||||||
| 1010 KENDAL WAY | SLEEPY HOLLOW | NY | 10591 | 133971396 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | NY | 501(C) | LINE 9 | 0 | |
| KENDAL CORPORATION | ||||||||||
| 1107 BALTIMORE PIKE | KENNETT SQUARE | PA | 19348 | 232688382 | DEVELOP AND PROVIDE ADMINISTRATION | PA | 509(A) | LINE 11C, III-FI | 0 | |
| KENDAL CHARITABLE FUNDS | ||||||||||
| 1107 BALTIMORE PIKE | KENNETT SQUARE | PA | 19348 | 232626425 | MANAGE CHARITABLE CONTRIBUTIONS | PA | 501(C) | LINE 7 | 0 | THE KENDAL CORPORATION |
| KENDAL AT HANOVER | ||||||||||
| 80 LYME ROAD | HANOVER | NH | 03755 | 020519490 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | NH | 501(C) | LINE 9 | 0 | |
| BARCLAY FRIENDS | ||||||||||
| 700 N FRANKLIN STREET | WEST CHESTER | PA | 19380 | 232088476 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C) | LINE 9 | 0 | |
| KENDAL CROSSLANDS COMMUNITIES | ||||||||||
| PO BOX 100 | KENNETT SQUARE | PA | 19348 | 251906212 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C) | LINE 9 | 0 | |
| KENDAL AT GRANVILLE | ||||||||||
| 2158 COLUMBUS ROAD | GRANVILLE | OH | 43023 | 311657346 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | OH | 501(C) | LINE 9 | 0 | |
| THE LATHROP COMMUNITIES | ||||||||||
| 100 BASSETT BROOKE DRIVE | EASTHAMPTON | MA | 01027 | 042996627 | OPERATE A 55 AND OVER COMMUNITY | MA | 501(C) | LINE 9 | 0 | |
| KENDAL AT LEXINGTON | ||||||||||
| 160 KENDAL DRIVE | LEXINGTON | VA | 24450 | 541795871 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | VA | 501(C) | LINE 9 | 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) | LINE 11C, III-FI | 0 | THE KENDAL CORPORATION |
| COLLINGTON EPISCOPAL LIFECARE COMMUNITY INC | ||||||||||
| 10450 LOTTSFORD ROAD | MITCHELLVILLE | MD | 20271 | 521281156 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C) | LINE 9 | 0 | |
| KENDAL AT OBERLIN | ||||||||||
| 600 KENDAL DRIVE | OBERLIN | OH | 44074 | 341567246 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | OH | 501(C) | LINE 9 | 0 | |
| KENDAL AT HOME | ||||||||||
| 27519 DETROIT ROAD | WESTLAKE | OH | 44145 | 200548053 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | OH | 501(C) | LINE 9 | 0 | |
| THE ADMIRAL AT THE LAKE | ||||||||||
| 929 WEST FOSTER AVE | CHICAGO | IL | 60640 | 362171730 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | IL | 501(C) | LINE 9 | 0 | |
| CHANDLER HALL HEALTH SERVICES INC | ||||||||||
| 99 BARCLAY STREET | NEWTOWN | PA | 18940 | 232365124 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C) | LINE 9 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |