KENDAL NORTHERN OHIO: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KENDAL NORTHERN OHIO (EIN 20-0547957)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-05
- IRS object ID
- 201233109349301023
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-05T13:50:51-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 WEST GERMANTOWN PIKE SUITE 400 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200547957 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDAL NORTHERN OHIO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KEND | NameControl |
| Phone | 4407750094 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 KENDAL DR | AddressLine1 |
| City | OBERLIN | City |
| State | OH | State |
| ZIP Code | 44074 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANN M O'MALLEY | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 4407750094 | Phone |
| Date Signed | 2012-10-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BERNADETTE O'TOOLE | Name |
| PTIN | P00229258 | PTIN |
| Phone | 2156433900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BARBARA THOMAS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 KENDAL DR | AddressLine1 |
| City | OBERLIN | City |
| State | OH | State |
| ZIP Code | 44074 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 369382 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.KENDALNORTHERNOHIO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2009 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | KENDAL NORTHERN OHIO WAS ESTABLISHED AS A SUPPORTING ORGANIZATION FOR KENDAL AT HOME AND KENDAL AT OBERLIN. BOTH KENDAL AT HOME AND KENDAL AT OBERLIN ARE 501(C)(3) ORGANIZATIONS IN SERVICE TO THE AGING POPULATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 22 | TotalNbrEmployees |
| Total Nbr Volunteers | 16 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10550 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 117610 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 358693 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 245 | InvestmentIncomePriorYear |
| Investment Income Current Year | 139 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 10000 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 127855 | TotalRevenuePriorYear |
| Total Revenue Current Year | 369382 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 132176 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 272093 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 50010 | OtherExpensePriorYear |
| Other Expenses Current Year | 173815 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 182186 | TotalExpensesPriorYear |
| Total Expenses Current Year | 445908 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -54331 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -76526 | RevenuesLessExpensesCY |
| Total Assets BOY | 142106 | TotalAssetsBOY |
| Total Assets EOY | 208841 | TotalAssetsEOY |
| Total Liabilities BOY | 196063 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 339324 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -53957 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -130483 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 254129 | Expense |
| Revenue | 358693 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 254129 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 22 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDAL AT OBERLIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4407750094 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 KENDAL DRIVE | AddressLine1 |
| City | OBERLIN | City |
| State | OH | State |
| ZIP Code | 44074 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JACK SOUTHWORTH | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| ROBERT MONCHEIN | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| ED SCHLICHENMAYER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| GEORGIA ANTZBERGER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| JOHN PICKEN | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| DENNIS O'TOOLE | ||||||
| CHAIR | 2.00 | 0 | 0 | 0 | X | |
| MICHAEL HOFFMAN | ||||||
| VICE CHAIR | 2.00 | 0 | 0 | 0 | X | |
| ANNEMARIE HELM | ||||||
| SECRETARY/TREASURER | 2.00 | 0 | 0 | 0 | X | |
| BARBARA THOMAS | ||||||
| CEO | 3.00 | 0 | 217268 | 13097 | X | |
| ANN O'MALLEY | ||||||
| CFO | 5.00 | 0 | 149360 | 5805 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 366628 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 18902 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 10550 | AllOtherContributions |
| Total Contributions | 10550 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICARE - PPS REVENUE | 621610 | 236748 | 236748 |
| INTER-AFFILIATE CAMPUS | 621610 | 65004 | 65004 |
| PRIVATE PAY REVENUE | 621610 | 56941 | 56941 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 358693 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 139 | TotalRevenueColumn |
| Exclusion | $139 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 369382 | TotalRevenueColumn |
| Related Or Exempt Function Income | 358693 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $139 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235555 | Total |
| Program Services | 116997 | ProgramServices |
| Management And General | 118558 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5317 | Total |
| Program Services | 3775 | ProgramServices |
| Management And General | 1542 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12441 | Total |
| Program Services | 8833 | ProgramServices |
| Management And General | 3608 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18780 | Total |
| Program Services | 9390 | ProgramServices |
| Management And General | 9390 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1473 | Total |
| Management And General | 1473 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10628 | Total |
| Management And General | 10628 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63 | Total |
| Management And General | 63 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5046 | Total |
| Program Services | 5046 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5787 | Total |
| Management And General | 5787 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19193 | Total |
| Program Services | 19193 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4716 | Total |
| Program Services | 3348 | ProgramServices |
| Management And General | 1368 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10319 | Total |
| Program Services | 7326 | ProgramServices |
| Management And General | 2993 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 640 | Total |
| Program Services | 454 | ProgramServices |
| Management And General | 186 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21055 | Total |
| Management And General | 21055 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5169 | Total |
| Management And General | 5169 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1483 | Total |
| Program Services | 1483 | ProgramServices |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| HEALTH CARE RELATED | 72027 | 72027 | |
| STAFF RECRUITMENT | 12514 | 6257 | 6257 |
| LICENSE DUES AND FEES | 3702 | 3702 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 445908 | Total |
| Program Services | 254129 | ProgramServices |
| Management And General | 191779 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108850 | BOY |
| EOY | 134829 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20821 | BOY |
| EOY | 51562 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1003 | BOY |
| EOY | 163 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 28733 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6948 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9384 | BOY |
| EOY | 21785 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2048 | BOY |
| EOY | 502 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142106 | BOY |
| EOY | 208841 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8400 | BOY |
| EOY | 51661 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 100000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187663 | BOY |
| EOY | 187663 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196063 | BOY |
| EOY | 339324 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -65357 | BOY |
| EOY | -142983 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11400 | BOY |
| EOY | 12500 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -53957 | BOY |
| EOY | -130483 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142106 | BOY |
| EOY | 208841 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -76526 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| KENDAL AT OBERLIN | |||||
| 341567246 | 509(A)(2) | 1 | 1 | 1 | $0 |
| KENDAL AT HOME | |||||
| 200548053 | 509(A)(2) | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 28733 | OtherCostOrOtherBasis |
| Depreciation | 6948 | Depreciation |
| Book Value | 21785 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 21785 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATE | Description |
| Amount | $187,663 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 187663 | TotalOfAmounts |
| Total Revenue | 369382 | TotalRevenue |
| Total Expenses | 445908 | TotalExpenses |
| Excess Or Deficit For Year | -76526 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -76526 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 369382 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 369382 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 369382 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 445908 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 445908 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 445908 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| 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 2008 TO 2010 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARBARA THOMAS | |||||||||||||
| 0 | 217268 | 0 | 0 | 0 | 0 | 0 | 13097 | 0 | 0 | 0 | 230365 | 0 | 0 |
| ANN O'MALLEY | |||||||||||||
| 0 | 146485 | 0 | 2875 | 0 | 0 | 0 | 5805 | 0 | 0 | 0 | 155165 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | 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. INDEPENDENT SALARY SURVEYS WITH COMPARABLE ORGANIZATIONS THAT ARE SIMILAR SIZE ARE PROVIDED BY KENDAL CORPORATION AS PART 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 UNDERTAKEN IN 2011. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 ASBURY LANE | AddressLine1 |
| City | ELYRIA | City |
| State | OH | State |
| ZIP Code | 44035 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HOME HEALTH SERVICES | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Total Income | 369382 | TotalIncome |
| EOY Assets | 208841 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDAL NORTHERN OHIO | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |