2011-11-10T13:54:08-06:00 2010-12-31 HOWARD WERSHBALE & CO 23240 CHAGRIN BLVD CLEVELAND OH 441225450 990 2010-01-01 311657346 KENDAL AT GRANVILLE KEND 7403210400 2158 Columbus Road Granville OH 430231242 Douglas Helman 2011-11-10 true Brandon R Miller CPA 2168311200 2010 2016-03-07 17:11:31Z DOUGLAS P HELMAN 2158 COLUMBUS ROAD GRANVILLE OH 43023 9903312 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. 15 15 129 18 0 81330 348228 8536016 9224266 145975 330818 0 0 8763321 9903312 0 0 0 0 3083832 3164479 0 0 20256 5432259 5374760 8516091 8539239 247230 1364073 43848838 43427196 50874005 50422436 -7025167 -6995240 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 6532603 9224266 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 60,677 patient days of service in 2010. KENDAL AT GRANVILLE HAS CONTINUED TO PROVIDE SUPPORT TO NOT-FOR-PROFIT ORGANIZATIONS IN LICKING AND FRANKLIN COUNTIES THROUGH DONATIONS AND VOLUNTEER HOURS. 6532603 true true false false false false false false false true false false false true false true false false false false false false false false false false false false false true false false false false false true false false false false false false false false false true false false false false true 44 0 129 true false false false false false false false false false false X 15 15 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 Bonnie Coe 1.0 X 0 0 0 Jill Griesse 1.0 X 0 0 0 James d Jung 1.0 X X 0 0 0 David Lore 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 0 0 0 Robert Montagnese 1.0 X 0 0 0 Mark Law 1.0 X 0 0 0 James R Cooper 1.0 X 0 0 0 Reed Browning 1.0 X 0 0 0 Ruth Owen 1.0 X 0 0 0 Douglas P Helman 40.0 X 120093 0 26774 JENNIFER BOBAK 40.0 X 91255 0 7384 211348 0 34158 1 false false false Aegis Therapies Inc PO Box 8103 FORT SMITH AR 72902 Contracted Therapies 217049 REESE LOWER PATRICK SCOTT ARCHI 1910 HARRINGTON DRIVE LANCASTER PA 17601 ARCHITECTS 265048 2 348228 348228 RESIDENTIAL FEES 623000 7192578 7192578 AMORTIZATION OF ENTRY FEES 623000 2031688 2031688 9224266 330818 330818 0 0 0 0 0 0 0 9903312 9224266 330818 0 0 0 0 249041 191263 57778 0 2107811 1862825 229980 15006 103050 89766 12626 658 514960 448602 63069 3289 189617 165174 23232 1211 0 25285 9289 15996 42570 42570 0 0 0 463037 60277 402728 32 42267 42267 183657 37542 146115 145699 109274 36425 0 951284 527769 423515 34103 24095 10004 4 0 8714 6957 1753 4 954140 829719 124421 0 1351969 1175671 176298 64462 56056 8406 LAUNDRY & HOUSEKEEPING 62676 62676 DIETARY 392947 392947 MEDICAL SUPPLIES 54563 54563 RENT/LEASE PROPERTY & EQUIP. 96620 8664 87956 CONTRACTED SERVICES 309245 261965 47276 4 191522 157509 33965 48 8539239 6532603 1986380 20256 837683 521060 6115223 7229651 267197 91402 28210 19618 71664 73928 174360 68276 39532460 6373311 33630548 33159149 2668642 2261723 55311 2389 43848838 43427196 920881 1025459 5000 0 19653449 18293752 19825000 20382638 500000 0 1244295 1246045 8725380 9474542 50874005 50422436 X -7163902 -7467206 138735 471966 -7025167 -6995240 43848838 43427196 X 1364073 -1334146 X false true true X false X 15394 89759 50852 81330 348228 585563 6283232 7510930 8450026 8536016 9224266 40004470 6298626 7600689 8500878 8617346 9572494 40590033 107960 124514 132118 196214 203045 763851 3880389 3088019 2471899 1533330 546073 11519710 3988349 3212533 2604017 1729544 749118 12283561 28306472 241945 265790 136195 145975 330318 1120223 241945 265790 136195 145975 330318 1120223 59090 174066 233156 6599661 8040545 8637073 8763321 9902812 41943412 0.67487 0.53239 0.02671 0.02608 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 216497 216497 0 36779432 5362760 31416672 0 1958615 1010551 948064 0 577916 577916 33159149 0 REFUNDABLE RESIDENT ENTRANCE F 8323769 DEPOSITS 482770 INTEREST RATE SWAP AGREEMENT 660430 GIFT ANNUITY OBLIGATION 7573 9474542 9903312 8539239 1364073 16031 -1350175 -1334144 29929 9919343 16031 16031 9903312 9903312 9889414 1350175 1350175 8539239 8539239 CHANGE IN NET ASSETS SCHEDULE D, PART XI, #8 Change in value of interest rate swap agreement (660,430) Write-off of deferred financing costs (689,745) Other Expenses SCHEDULE D, PART XIII, #2D Change in value of interest rate swap agreement (660,430) and write-0ff of deferred financing costs (689,745) COUNTY OF LICKING OHIO 316400074 2010-05-03 22010000 REPAY EXISTING DEBT AND FINANC true false false 0 0 22010000 0 0 19825000 440200 0 0 1744800 0 0 2010 true false true true false true false false true 0.00708 0.00000 0.00708 true false true true BB&T 5. true false false false false Doug Helman Tuition Assistance X 28210 19618 false true true 19618 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 Two of the organizations board members have a business relationship. William T. McConnell is a non-voting lifetime trustee of Denison University and Julia Houpt is the Vice President of Institutional Advancement at Denison University. Community Benefit Kendal at Granville provided 323 hours totaling $16,283 of community benefit to support the following programs in the Licking County area: Education for Schools and Students, Neighborhood Improvement Services, Nutrition Programs, Health and Wellness Programs and Volunteer Activities. Organizations that received support included Dining with Diabetes, Salvation Army Summer Lunch Program, Granville Fellowship, Workforce Readiness Project, Red Cross Bloodmobile, Southwest Pathway, Rotary Club of Granville, Rotary Club of Newark, Toys for Tots, Touching Little Lives, United Way, Licking County Reading Foundation, Newark Kiwanis, Licking Memorial Hospital Development Committee. other changes in net assets page 12, part xi, line 5 net realized gains on investments 16,031 change in value of interest rate swap agreement (660,430) write-off of deferred financing costs (689,745) rounding (2) THE KENDAL CORPORATION 1107 east baltimore pike kennett square PA 19348 232688382 management PA 501(c)(3) 11 NA false false false false true false false false false false false true false false false false false false the kendal corporation e 1246045 the kendal corporation l 450226