2013-10-29T07:26:21-05:00 2012-12-31 410746749 CLIFTONLARSONALLEN LLP 610 WEST GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 990 2012-01-01 200547957 KENDAL NORTHERN OHIO KEND 4407750094 600 KENDAL DR OBERLIN OH 44074 ANN M O'MALLEY 4407750094 2013-10-24 1 BERNADETTE O'TOOLE P00229258 2156433900 2012 2016-03-07 17:11:31Z BARBARA THOMAS 600 KENDAL DR OBERLIN OH 44074 774533 0 X WWW.KENDALNORTHERNOHIO.ORG X 2009 OH KENDAL NORTHERN OHIO WAS ESTABLISHED AS 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. KENDAL NORTHERN OHIO PROVIDES TO EACH OF THE AFFLIATE ENTITIES THE BENEFIT OF: OPERATIONAL SEPARATION AND FIDUCIARY PURITY; OPERATIONAL SYNERGY TO MAXIMIZE INDIVIDUAL AND CORPORATE SUCCESS; AND INNOVATION IN AREAS COMPLIMENTARY TO THE MISSIONS OF EACH. 9 9 25 17 0 0 10550 173354 358693 601096 139 83 0 0 369382 774533 0 0 0 0 272093 358339 0 0 0 173815 257226 445908 615565 -76526 158968 208841 208605 339324 180120 -130483 28485 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. 0 0 386931 601096 HOME HEALTH CARE- IN 2009, KENDAL NORTHERN OHIO ESTABLISHED A SINGLE MEMBER LLC, KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO (DOING BUSINESS AS SENIOR INDEPENDENCE) TO PROVIDE HOME HEALTH CARE SERVICES AND PERSONAL CARE SERVICES TO SENIORS LIVING IN LORAIN AND CUYAHOGA COUNTIES. 386931 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 11 0 1 25 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X KENDAL AT OBERLIN 4407750094 600 KENDAL DRIVE OBERLIN OH 44074 ANETZBERGER GEORGIA 2.00 X 0 0 0 HELM ANNEMARIE 2.00 X X 0 0 0 HOFFMAN MICHAEL 2.00 X X 0 0 0 MONCHEIN ROBERT 2.00 X 0 0 0 O'TOOLE DENNIS 2.00 X X 0 0 0 PICKEN JOHN 2.00 X 0 0 0 ROOSE DIANA 2.00 X 0 0 0 SCHLICHENMAYER ED 2.00 X 0 0 0 SOUTHWORTH JACK 2.00 X X 0 0 0 O'MALLEY ANN 5.00 55.00 X 0 150381 9642 TERRELL STACY 5.00 55.00 X 0 102207 17496 THOMAS BARBARA 3.00 57.00 X 0 218759 14259 0 471347 41397 0 0 1 0 0 173354 173354 MEDICARE - PPS REVENUE 621610 452175 452175 PRIVATE PAY REVENUE 621610 83917 83917 INTER-AFFILIATE CAMPUS 621610 65004 65004 601096 83 83 774533 601096 0 83 298184 181814 116370 9712 5924 3788 19380 11822 7558 31063 18948 12115 8472 8472 12590 12590 2540 2540 14383 14383 5216 5216 21033 21033 7804 5541 2263 18946 13452 5494 1106 785 321 3638 3638 37978 37978 7713 7713 1022 1022 HEALTH CARE RELATED 104396 104396 STAFF RECRUITMENT 10389 5195 5194 615565 386931 228634 0 134829 44518 51562 143844 163 663 34241 14661 21785 19580 502 0 208841 208605 51661 37054 100000 85600 187663 57466 339324 180120 X -142983 18979 12500 9506 -130483 28485 208841 208605 158968 0 X X 0 1 X 1 0 X X X X 0 0 0 KENDAL AT OBERLIN 341567246 509(A)(2) 1 1 1 0 KENDAL AT HOME 200548053 509(A)(2) 1 1 1 0 2 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34241 14661 19580 19580 DUE TO AFFILIATE 57466 57466 X 774533 0 774533 0 774533 615565 0 615565 0 615565 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: 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 2010 TO 2012 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. 0 0 0 0 0 0 0 0 0 O'MALLEY ANN 0 147692 0 2689 0 0 0 8922 0 720 0 160023 0 0 THOMAS BARBARA 0 218759 0 0 0 0 0 13292 0 967 0 233018 0 0 SUPPLEMENTAL INFORMATION PART III RELATED PARTY COMPENSATION POLICY: 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. ALL OTHER KENDAL NORTHERN OHIO EMPLOYEES PERFORMANCES 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 UNDETAKEN IN YEAR 2012. 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 NORTHEN 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. 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. IT IS 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. KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO LLC 200 ASBURY LANE ELYRIA OH 44035 HOME HEALTH SERVICES OH 774533 208605 KENDAL NORTHERN OHIO KENDAL AT ITHACA 2230 NORTH TRIPHAMMER ROAD ITHACA NY 14850 521787487 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY NY 501(C)(3) 12 0 KENDAL AT HUDSON 1010 KENDAL WAY SLEEPY HOLLOW NY 10591 133971396 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY NY 501(C)(3) 12 0 KENDAL CORPORATION 1107 BALTIMORE PIKE KENNETT SQUARE PA 19348 232688382 DEVELOP AND PROVIDE ADMINISTRATION PA 509(A)(3) 13 TYPE III 0 KENDAL CHARITABLE FUNDS 1107 BALTIMORE PIKE KENNETT SQUARE PA 19348 232626425 MANAGE CHARITABLE CONTRIBUTIONS PA 501(C)(3) 11A 0 KENDAL AT HANOVER 80 LYME ROAD HANOVER NH 03755 020519490 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY NH 501(C)(3) 12 0 BARCLAY FRIENDS 700 N FRANKLIN STREET WEST CHESTER PA 19380 232088476 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) 12 0 KENDAL CROSSLANDS COMMUNITIES PO BOX 100 KENNETT SQUARE PA 19348 251906212 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) 12 0 KENDAL AT GRANVILLE 2158 COLUMBUS ROAD GRANVILLE OH 43023 311657346 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY OH 501(C)(3) 12 0 THE LATHROP COMMUNITIES 100 BASSETT BROOKE DRIVE EASTHAMPTON MA 01027 042996627 OPERATE A 55 AND OVER COMMUNITY MA 501(C)(3) 12 0 KENDAL AT LEXINGTON 160 KENDAL DRIVE LEXINGTON VA 24450 541795871 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY VA 501(C)(3) 12 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) 12 0 COLLINGTON EPISCOPAL LIFECARE COMMUNITY INC 10450 LOTTSFORD ROAD MITCHELLVILLE MD 20271 521281156 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY MD 501(C)(3) 13 TYPE I 0 KENDAL AT OBERLIN 600 KENDAL DRIVE OBERLIN OH 44074 341567246 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY OH 501(C)(3) 13 TYPE III 0 KENDAL AT HOME 27519 DETROIT ROAD WESTLAKE OH 44145 200548053 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY OH 501(C)(3) 12 0 THE ADMIRAL AT THE LAKE 929 WEST FOSTER AVE CHICAGO IL 60640 362171730 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY IL 501(C)(3) 12 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0