2013-11-15T13:55:55-06:00 2012-12-31 Howard Wershbale & Co 23240 Chagrin Blvd Suite 700 Cleveland OH 441225450 990 2012-01-01 311657346 Kendal at Granville % KENDAL AT GRANVILLE KEND 7403210400 2158 Columbus Road Suite Granville OH 430231242 DOUGLAS P HELMAN 7403210400 2013-11-15 true Brandon R Miller CPA 2168311200 2012 2016-02-25 16:41:14Z DOUGLAS P HELMAN 2158 COLUMBUS ROAD GRANVILLE OH 43023 10076920 false X kag.kendal.org X 1999 OH A continuing care retirement community of residential units, a nursing home & assisted living. Services include housing; central dining; full continuum of care; and social, cultural and recreational activities. 14 14 156 12 0 380657 225493 9090602 9059701 220838 297851 0 0 9692097 9583045 0 0 0 0 3402946 3392906 0 0 22981 5399864 5788583 8802810 9181489 889287 401556 47774390 57056025 55324025 64592535 -7549635 -7536510 TO BUILD COMMUNITY WITH VALUES THAT RESPECT AND ENRICH THE PHYSICAL, MENTAL AND SPIRITUAL WELL-BEING OF THOSE WHO LIVE, WORK AND SERVE AT KENDAL AT GRANVILLE. false false 7174389 9059701 KENDAL AT GRANVILLE OPERATES A CONTINUING CARE RETIREMENT COMMUNITY IN GRANVILLE, OHIO, CONSISTING OF 110 RESIDENTIAL UNITS WITH A COMMON FACILITY, A 12 BED NURSING HOME AND A 12 BED ASSISTED LIVING UNIT. SERVICES INCLUDE HOUSING, CENTRAL DINING, A FULL CONTINUUM OF CARE ON PREMISES, AS WELL AS SOCIAL, CULTURAL, AND RECREATIONAL ACTIVITIES. The organization provided 53,451 patient days of service in 2012. KENDAL AT GRANVILLE HAS CONTINUED TO PROVIDE SUPPORT TO NOT-FOR-PROFIT ORGANIZATIONS IN LICKING AND FRANKLIN COUNTIES THROUGH DONATIONS AND VOLUNTEER HOURS. 7174389 true true false false false false false false true false true false false false true false true false false false false false false false false false false false false true true false false false false false true false false false false true false false false false true false false false true 37 0 true 156 true false false false false false false false false false false X 14 14 true false false false false false false true true false false true true true true true true true true false OH X X X KENDAL AT GRANVILLE 7403210400 2158 COLUMBUS ROAD granville OH 43023 Ann Albershardt 1.0 X 0 0 0 James d Jung 1.0 X 0 0 0 William T McConnell 1.0 X 0 0 0 T Thomas Mills 1.0 X X 0 0 0 Sarah Reynolds 1.0 X X 0 0 0 Harriett Stone 1.0 X 0 0 0 JULIA HOUPT 1.0 X X 0 0 0 MIKE RAPP 1.0 X X 0 0 0 James R Cooper 1.0 X 0 0 0 Reed Browning 1.0 X 0 0 0 Robert O'Neill 1.0 X 0 0 0 Karen Chakoian 1.0 X 0 0 0 Seth Patton 1.0 X 0 0 0 MOLLY INGOLD 1.0 X 0 0 0 Douglas P Helman 40.0 X 135700 0 33540 JENNIFER BOBAK 40.0 X 92462 0 30117 228162 0 63657 1 false true false Aegis Therapies Inc PO Box 8103 FORT SMITH AR 72902 Contracted Therapies 286982 REESE LOWER PATRICK SCOTT ARCHI 1910 HARRINGTON DRIVE LANCASTER PA 17601 ARCHITECTS 158065 THE ALBERT M HIGLEY COMPANY 353 W NATIONWIDE BLVD COLUMBUS OH 43215 CONTRACTOR 8387357 BRENEMAN PAINTING AND CONSTRUCTION 36144 TOWNSHIP ROAD 72 FRAZEYSBURG OH 43822 CONTRACTOR 106065 4 225493 99821 225493 RESIDENTIAL FEES 623000 6946320 6946320 AMORTIZATION OF ENTRY FEES 623000 2113381 2113381 9059701 292061 292061 0 0 0 0 0 499665 493875 5790 5790 5790 0 0 0 0 9583045 9059701 297851 0 0 0 0 290941 221116 69825 0 0 2137740 1930136 192291 15313 114135 101097 12318 720 636570 563854 68702 4014 213520 189130 23044 1346 0 10506 0 10506 0 43592 0 43592 0 0 0 0 467668 96955 370680 33 44240 0 44240 0 118309 37329 80978 2 134143 100607 33536 0 0 1075852 558334 517518 0 33089 25895 7190 4 0 11246 9075 2149 22 1036342 902763 133579 0 0 1212417 1054317 158100 0 60886 52946 7940 0 LAUNDRY & HOUSEKEEPING 59775 59775 0 0 DIETARY 427468 427468 0 0 MEDICAL SUPPLIES 100824 100824 0 0 RENT/LEASE PROPERTY & EQUIP. 117433 29471 87962 0 834793 713297 119969 1527 9181489 7174389 1984119 22981 1342924 778777 7852171 8946241 33425 29874 181869 163412 14325 2868 0 0 0 0 63524 59510 58453 66184 53905280 8735905 35978834 45169375 0 0 0 0 0 0 2248865 1839784 0 0 47774390 57056025 1873703 2312106 0 0 18277626 17564513 21095000 20706050 5608 5081 0 0 3185665 12440365 533043 849235 10353380 10715185 55324025 64592535 X -8397221 -8598008 847586 1061498 0 0 -7549635 -7536510 47774390 57056025 X 401556 73763 -462194 X false true X true false X 50852 81330 348228 380657 225493 1086560 8450026 8536016 9224266 9090602 9059701 44360611 0 0 0 8500878 8617346 9572494 9471259 9285194 45447171 132118 196214 203045 209225 217523 958125 2471899 1533330 546073 2175999 1422740 8150041 2604017 1729544 749118 2385224 1640263 9108166 36339005 136195 145975 330318 183123 292061 1087672 0 136195 145975 330318 183123 292061 1087672 0 0 8637073 8763321 9902812 9654382 9577255 46534843 0.78090 0.73519 0.02337 0.02359 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 716497 716497 37080240 7365515 29714749 0 2129363 1370414 758949 13979180 13979180 45169375 0 REFUNDABLE RESIDENT ENTRANCE F 7346610 DEPOSITS 901850 INTEREST RATE SWAP AGREEMENT 2466725 10715185 9656808 73763 73763 9583045 9583045 9643683 462194 462194 9181489 9181489 Other Expenses SCHEDULE D, PART XII, #2D Change in value of interest rate swap agreement (323,679) Impairment of certificate of need license (138,515) Resident custodian accounts Page 2, Part IV, #2 Residents can request, and in certain cases, Kendal at Granville is required to maintain their personal funds in a custodian account. These custodial accounts are accounted for separately and are maintained by the nursing facility on the residents behalf. The custodial accounts are listed on the balance sheet of form 990, Part X, Line 21 as custodial account liabilities. X X X false false false false false false false false false Douglas P Helman 135700 0 0 0 0 0 10891 0 22649 0 169240 0 0 0 A COUNTY OF LICKING OHIO 316400074 2010-05-03 22010000 REPAY EXISTING DEBT AND FINANCE true false false A 1303950 0 22010000 0 0 19825000 440200 0 0 1744800 0 0 2010 true false true true A false true false false 0.00708 0.00000 0.00708 true false false true A false false true false true true RBSFirst Merit 5. true false false 0 false true A true Doug Helman Executive Director Tuition Assistance X 28210 2868 false true true 2868 X 1 99821 FMV false false false FORM 990 REVIEW PROCESS PAGE 6, PART VI, SECTION B, #11b THE 990 IS COMPILED BY KENDAL'S TAX ACCOUNTANT IN COLLABORATION WITH THE FINANCE MANAGER. UPON COMPLETION OF THE 990, A COPY IS PROVIDED TO ALL MEMBERS OF THE FINANCE COMMITTEE FOR DISCUSSION AND REVIEW. CHANGES ARE MADE BASED UPON COMMITTEE RECOMMENDATIONS. A FINAL COPY OF THE 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD AND DISCUSSED AT THE BOARD MEETING. CHANGES ARE MADE BASED UPON BOARD RECOMMENDATIONS. MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY PAGE 6, PART VI, SECTION B, #12C SENIOR STAFF MEMBERS SHALL SUBMIT A WRITTEN SURVEY FORM ANNUALLY, DISCLOSING HIS OR HER REAL, POTENTIAL OR PERCEIVED CONFLICTS OF INTEREST. ALL STAFF MEMBERS WILL RECEIVE AN EXPLANATION OF THE CONFLICTS OF INTEREST POLICY THROUGH THE ANNUAL CORPORATE COMPLIANCE TRAINING. ALL STAFF MEMBERS SHALL DISCLOSE ALL KNOWN, POTENTIAL OR POSSIBLE CONFLICTS OF INTEREST TO THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR SHALL DISCLOSE SUCH CONFLICTS INVOLVING HIMSELF/HERSELF TO THE BOARD OF DIRECTORS. THE BOARD ALONE MAY GRANT APPROVAL FOR EXCEPTIONS TO THIS POLICY. THE EXECUTIVE DIRECTOR REVIEWS BOARD DISCLOSURES ANNUALLY. ANY VIOLATIONS ARE DISCUSSED WITH THE EXECUTIVE COMMITTEE OF THE BOARD AND DEALT WITH ACCORDINGLY. EMPLOYEES ARE SUBJECT TO TERMINATION IF THEY HAVE VIOLATED THIS POLICY. PROCESS FOR DETERMINING COMPENSATION PAGE 6, PART VI, SECTION B, #15A & 15B THE EXECUTIVE COMMITTEE OF THE BOARD SERVES AS THE COMPENSATION COMMITTEE TO DETERMINE ANNUAL PAY INCREASES FOR THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE GATHERS MARKET DATA FROM LIKE ORGANIZATIONS FOR LIKE POSITIONS AND USES THE DATA AS A FRAMEWORK FOR SETTING COMPENSATION RANGES. THE BOARD CHAIR REQUESTS FROM KENDAL CORPORATION'S (A RELATED PARTY) DIRECTOR FOR HUMAN RESOURCES THE RESULTS OF THE SALARY STUDY FOR THE EXECUTIVE DIRECTOR ROLE. THE BOARD CHAIR WILL CONSULT WITH THE PRESIDENT/CEO OF THE KENDAL CORPORATION AND/OR THE DIRECTOR FOR AFFILIATE SERVICES AND WILL BRING THE RESULTS OF THESE DISCUSSIONS TO THE COMPENSATION COMMITTEE DELIBERATIONS. ANNUAL INCREASES ARE BASED UPON ACHIEVEMENT OF MUTUALLY AGREED UPON GOALS, MARKET TRENDS IN COMPARABLE SITUATIONS, INCLUDING LABOR AND LIVING COSTS AND CONSIDERS EXPERIENCE AND SKILL IN POSITION. RECOMMENDATIONS FROM THE COMPENSATION COMMITTEE ARE BROUGHT TO THE BOARD FOR DISCUSSION AND DECISION. COMPENSATION FOR KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR AND HUMAN RESOURCES MANAGER USING MARKET DATA FROM LIKE ORGANIZATIONS FOR LIKE POSITIONS. ANNUAL INCREASES ARE BASED UPON ACHIEVEMENT OF MUTUALLY AGREED UPON GOALS, MARKET TRENDS IN COMPARABLE SITUATIONS, INCLUDING LABOR AND LIVING COSTS AND CONSIDERS EXPERIENCE AND SKILL IN POSITION. ANNUAL INCREASES ARE SHARED WITH THE EXECUTIVE COMMITTEE. DOCUMENTS AVAILABLE TO PUBLIC PAGE 6, PART VI, SECTION C, #19 A DISCLOSURE STATEMENT IS PROVIDED TO ALL CURRENT RESIDENTS, PRIORITY LIST MEMBERS, BOARD MEMBERS AND PROSPECTS. IN ADDITION, INFORMATION IS AVAILABLE UPON REQUEST. Business Relationships Page 6, Part VI, #2 Three of the organizations board members have a business relationship. William T. McConnell is a non-voting lifetime trustee of Denison University, Seth Patton is the Treasurer of Denison University, and Julia Houpt is the Vice President of Institutional Advancement at Denison University. Community Benefit Kendal at Granville provided 674 hours totaling $42,221 of community benefit. Programs that were supported in 2012 included serving lunch at the Salvation Army Newark monthly, in-kind food donations to the Salvation Army Newark, providing space and lunch for the Dining with Diabetes series, a monetary contribution to the Licking County Aging Program to support the capital campaign for building renovation, participated in the United Way Day of Caring in Licking County and acting representatives on the following organizations: Granville Rotary, Newark Rotary, Newark Kiwanis, Granville Fellowship, Robbins Hunter Museum, Leading Age Ohio Marketing and PR Committee, Licking Memorial Hospital Development Council, Newark City Schools Strategic Planning Committee, Lakewood High School, and A Call to College. other changes in net assets page 12, part xi, line 9 change in value of interest rate swap agreement (323,679) impairment of certificate of need license (138,515) ------------ (462,194) THE KENDAL CORPORATION 1107 east baltimore pike kennett square PA 19348 232688382 management PA 501(C)(3) 11 NA false false false false false true false false false false false false true false false false false false false