KENDAL NORTHERN OHIO: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KENDAL NORTHERN OHIO (EIN 20-0547957)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-01
- IRS object ID
- 202542749349301214
- Schema version
- 2024v5.2
- 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) |
|---|---|---|
| Return | 2025-10-01T11:22:58-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 4334 MUNSON STREET SUITE 200 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | SETH VILENSKY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4407750094 | PhoneNum |
| Signature | 2025-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER COLEMAN | PreparerPersonNm |
| PTIN | P00743188 | PTIN |
| Phone | 3304972000 | PhoneNum |
| Preparation | 2025-09-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SETH VILENSKY | 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 | $1,181,272 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KAO.KENDAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | A SUPPORTING ORGANIZATION FOR KENDAL AT OBERLIN & KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO, LLC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $116,247 | PYContributionsGrantsAmt |
| CY Contributions Grants | $100,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $350,330 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $363,956 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2 | PYInvestmentIncomeAmt |
| CY Investment Income | $2 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,169 | PYOtherRevenueAmt |
| CY Other Revenue | $717,314 | CYOtherRevenueAmt |
| PY Total Revenue | $465,410 | PYTotalRevenueAmt |
| CY Total Revenue | $1,181,272 | 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 | $34,135 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,946 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $431,412 | PYOtherExpensesAmt |
| CY Other Expenses | $555,115 | CYOtherExpensesAmt |
| PY Total Expenses | $465,547 | PYTotalExpensesAmt |
| CY Total Expenses | $578,061 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$137 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $603,211 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,138,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,088,836 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,920,287 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,202,229 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $218,179 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $886,607 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | KENDAL NORTHERN OHIO IS A NONPROFIT 501(C)(3) CORPORATION CURRENTLY SERVING KENDAL AT OBERLIN, KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO, LLC (A DISREGARDED ENTITY OF KENDAL NORTHERN OHIO), AND THE COLLEGE VILLAGE APARTMENT COMPLEX THAT PROVIDES (CONTINUED ON SCHEDULE O)AFFORDABLE HOUSING TO SENIORS AND FAMILIES IN THE OBERLIN AREA. KENDAL NORTHERN OHIO SEEKS TO DEVELOP INNOVATIVE SERVICES TO THE AGED WHICH COMPLEMENT THOSE OF EXISTING ORGANIZATIONS, ENCOURAGING SYNERGY OF PROGRAMS AND ENSURING OPERATIONS, AND THE SEPARATION OF OPERATIONS AND FINANCES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $323,161 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $375,880 | RevenueAmt |
| Desc | KENDAL NORTHERN OHIO SUPPORTS ITS SUPPORTED ORGANIZATION THROUGH RESEARCH, PLANNING AND ADVISING, FUNDRAISING, AND NEW PROGRAM DEVELOPMENT FOR THE KENDAL COMMUNITY. KENDAL NORTHERN OHIO WAS ABLE TO PROVIDE COMPREHENSIVE HOME AND COMMUNITY-BASED SERVICES TO OLDER ADULTS, INCLUDING CERTIFIED HOME HEALTH AND NON-SKILLED HOME CARE SERVICES THROUGH ITS MEMBERSHIP AGREEMENT WITH OHIO LIVING, A NONPROFIT ORGANIZATION. AS THE "OUTREACH ARM" OF KENDAL, KENDAL NORTHERN OHIO HAS CONTRIBUTED TO THE FOLLOWING PROGRAM SERVICE OUTCOMES:CONTINUED ON SCHEDULE O.- KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO, LLC WAS LAUNCHED IN 2009 TO PROVIDE HOME HEALTHCARE SERVICES AND PERSONAL CARE SERVICES TO SENIORS LIVING IN LORAIN AND CUYAHOGA COUNTIES IN PARTNERSHIP WITH OHIO LIVING (FORMERLY KNOWN AS SENIOR INDEPENDENCE).- KENDAL AT OBERLIN, A LIFE PLAN COMMUNITY (ALSO KNOWN AS A CONTINUING CARE RETIREMENT COMMUNITY) HAS BEEN PROVIDING SERVICES TO RESIDENTS SINCE 1993. KENDAL AT OBERLIN IS ACCREDITED BY CARF AND IS IDENTIFIED AS A 5 STAR RATED NURSING HOME BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES. - KENDAL NORTHERN OHIO ALSO ACTS AS A FISCAL AGENT FOR THE OBERLIN CLT (A COMMUNITY LAND TRUST) SEEKING "TO STRENGTHEN DIVERSITY AND GROW COMMUNITIES BY HOLDING LAND IN TRUST FOR PERMANENTLY AFFORDABLE, SUSTAINABLE HOUSING, HOME OWNERSHIP, AND OTHER COMMUNITY NEEDS". - KENDAL'S EARLY LEARNING CENTER IS A PARTNER AGENCY AND ON THE STEERING COMMITTEE OF THE OBERLINKIDS COLLABORATIVE THAT WAS ESTABLISHED BY THE UNITED WAY FOUNDATION. KENDAL NORTHERN OHIO IS THE LEAD AGENCY AND FISCAL SPONSOR FOR THIS INITIATIVE. - IN DECEMBER OF 2021, KENDAL NORTHERN OHIO PURCHASED THE COLLEGE VILLAGE APARTMENT COMPLEX, WHICH IS AN AFFORDABLE HOUSING COMPLEX FOR SENIORS AND FAMILIES LIVING IN THE OBERLIN AREA.- KENDAL 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.- KENDAL ACTIVELY CONTRIBUTES AND ENGAGES IN COMMUNITY EVENTS SUCH AS THE "WALK TO END ALZHEIMER'S AND VARIOUS OTHER INITIATIVES. - KENDAL IS COMMITTED TO SOCIAL RESPONSIBILITY PROVIDING LEADERSHIP IN THE GREATER COMMUNITY THROUGH SERVICE ON OTHER NONPROFIT BOARDS. | Desc |
| Total Program Service Expenses | $323,161 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 DR | AddressLine1Txt |
| City | OBERLIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44074 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 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 |
|---|---|---|---|---|---|---|---|
| BURGESS LIZ | |||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MCCOY TANGI | |||||||
| VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JONES JOSEPHINE | |||||||
| SECRETARY/TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SCOTT VERHOSEK CARMEN | |||||||
| TREASURER THRU JUNE 24 | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CLARK RUTH ANN | |||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CARRION REYNALDO | |||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SOUTHWORTH JACK | |||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| VILLARREAL JOAN | |||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STYER DAN | |||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS BARBARA | |||||||
| CHIEF EXECUTIVE OFFICER THRU FEB 24 | 5.00 | 50.00 | Yes (X) | $0 | $70,813 | $6,097 | |
| VILENSKY SETH | |||||||
| CHIEF EXECUTIVE OFFICER | 5.00 | 50.00 | Yes (X) | $0 | $284,164 | $36,868 | |
| O'MALLEY ANN | |||||||
| CHIEF FINANCIAL OFFICER | 5.00 | 50.00 | Yes (X) | $0 | $261,379 | $20,908 | |
| TERRELL STACY | |||||||
| CHIEF HEALTH SERVICES OFFICER | 3.00 | 50.00 | Yes (X) | $0 | $172,650 | $35,901 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $789,006 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $99,774 | 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 |
| Related Organizations | $100,000 | RelatedOrganizationsAmt |
| Total Contributions | $100,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INCOME | Desc |
| Business | 531110 | BusinessCd |
| Total Revenue Column | $363,956 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $363,956 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $363,956 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2 | TotalRevenueColumnAmt |
| Exclusion | $2 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| CONVERSION OF NOTE REC | 900099 | $650,000 | $650,000 | |
| CONVERSION OF ACCRUED | 900099 | $55,390 | $55,390 | |
| MISCELLANEOUS INCOME | 900099 | $11,924 | $11,924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $717,314 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,181,272 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $375,880 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $705,392 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,360 | TotalAmt |
| Program Services | $19,677 | ProgramServicesAmt |
| Management And General | $2,683 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$1,293 | TotalAmt |
| Program Services | -$1,034 | ProgramServicesAmt |
| Management And General | -$259 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375 | TotalAmt |
| Program Services | $300 | ProgramServicesAmt |
| Management And General | $75 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,504 | TotalAmt |
| Program Services | $1,203 | ProgramServicesAmt |
| Management And General | $301 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,686 | TotalAmt |
| Management And General | $25,686 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,206 | TotalAmt |
| Management And General | $40,206 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,405 | TotalAmt |
| Management And General | $12,405 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,648 | TotalAmt |
| Program Services | $1,648 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,058 | TotalAmt |
| Program Services | $5,858 | ProgramServicesAmt |
| Management And General | $1,200 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,796 | TotalAmt |
| Management And General | $10,796 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,581 | TotalAmt |
| Program Services | $215,665 | ProgramServicesAmt |
| Management And General | $53,916 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $695 | TotalAmt |
| Program Services | $556 | ProgramServicesAmt |
| Management And General | $139 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,413 | TotalAmt |
| Management And General | $81,413 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,298 | TotalAmt |
| Management And General | $14,298 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MAINTENANCE AND REPAIRS | $59,886 | $58,688 | $1,198 |
| SPECIAL MEMBERSHIP COST | $20,409 | $20,409 | |
| BAD DEBT | $9,655 | $9,655 | |
| LICENSES, DUES, & FEES | $1,183 | $1,183 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196 | TotalAmt |
| Program Services | $191 | ProgramServicesAmt |
| Management And General | $5 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,061 | TotalAmt |
| Program Services | $323,161 | ProgramServicesAmt |
| Management And General | $254,900 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,343 | BOYAmt |
| EOY | $182,667 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,606 | BOYAmt |
| EOY | $39,662 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,577 | BOYAmt |
| EOY | $20,899 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,537 | BOYAmt |
| EOY | $9,597 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,780,854 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $150,007 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,614,924 | BOYAmt |
| EOY | $2,630,847 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,479 | BOYAmt |
| EOY | $205,164 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,138,466 | BOYAmt |
| EOY | $3,088,836 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,966 | BOYAmt |
| EOY | $140,154 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,966 | BOYAmt |
| EOY | $7,110 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,948,486 | BOYAmt |
| EOY | $1,889,800 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $849,869 | BOYAmt |
| EOY | $165,165 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,920,287 | BOYAmt |
| EOY | $2,202,229 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,022 | BOYAmt |
| EOY | $880,450 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,157 | BOYAmt |
| EOY | $6,157 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,179 | BOYAmt |
| EOY | $886,607 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,138,466 | BOYAmt |
| EOY | $3,088,836 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $603,211 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $65,217 | OtherChangesInNetAssetsAmt |
| 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 | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDAL AT OBERLIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341567246 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $1,283,451 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,283,451 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
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 | Yes (1) | 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 | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Activities Further Exempt Prps | Yes (1) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | Yes (1) | ActivitiesEngagedOrgInvlmntInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 6: | KENDAL NORTHERN OHIO IS THE OUTREACH ARM OF KENDAL AT OBERLIN TO PROMOTE INTERGENERATIONAL ACTIVITIES OF WHICH OBERLINKIDS IS CONSIDERED. |
| PART IV, SECTION D, LINE 3: | KENDAL AT OBERLIN HAS A SIGNIFICANT VOICE IN KENDAL NORTHERN OHIO'S INVESTMENT POLICIES AND INCOME AT ALL TIMES DURING THE TAX YEAR THROUGH CONTINUOUS BOARD INTERACTION AND OVERSIGHT. KENDAL AT OBERLIN APPROVES ALL INVESTMENT DECISIONS OF KENDAL NORTHERN OHIO AND HAS A SAY IN ALL FUNDINGS. |
| PART IV, SECTION E, LINE 2A: | KENDAL AT OBERLIN'S EXEMPT PURPOSE IS TO SERVE OLDER ADULTS IN THE OBERLIN COMMUNITY AND NORTHEAST OHIO. THE SOLE PURPOSE AND ALL ACTIVITIES OF KENDAL NORTHERN OHIO SUPPORT KENDAL AT OBERLIN; THROUGH THE SUPPORT FROM KENDAL NORTHERN OHIO, KENDAL AT OBERLIN WAS ABLE TO PROVIDE HOME AND COMMUNITY BASED SERVICES TO OLDER ADULTS IN THE OBERLIN COMMUNITY AND NORTHEAST OHIO BY WAY OF THE PARTNERSHIP WITH OHIO LIVING. |
| 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'S DISREGARDED ENTITY, KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO, LLC. THROUGH A SPECIAL MEMBERSHIP AGREEMENT WITH OHIO LIVING, A NONPROFIT ORGANIZATION, KENDAL NORTHERN OHIO WAS ABLE TO PROVIDE OLDER ADULTS COMPREHENSIVE HOME AND COMMUNITY BASED SERVICES THAT INCLUDE CERTIFIED SKILLED HOME HEALTH SERVICES AND NON-SKILLED HOME CARE SERVICES. KENDAL AT OBERLIN WOULD HAVE PERFORMED THESE SERVICES BUT FOR THE INVOLVEMENT OF KENDAL NORTHERN OHIO. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $107,315 | OtherCostOrOtherBasisAmt |
| Book Value | $107,315 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,625,601 | OtherCostOrOtherBasisAmt |
| Depreciation | $112,096 | DepreciationAmt |
| Book Value | $2,513,505 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,938 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,911 | DepreciationAmt |
| Book Value | $10,027 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,630,847 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OBERLIN COMMUNITY LAND TRUST | $69,555 |
| OBERLINKIDS | $95,610 |
| KNO FAIR VALUE OF INT RATE SWAP-TAX | $39,999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $205,164 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OBERLIN COMMUNITY LAND TRUST | $69,555 |
| OBERLINKIDS | $95,610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $165,165 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,354,676 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $108,187 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $65,217 | OtherRevenueAmt |
| Revenue Not Reported | $173,404 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,181,272 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,181,272 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $686,248 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $108,187 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $108,187 | ExpensesNotReportedAmt |
| Expenses Subtotal | $578,061 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $578,061 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XI, LINE 2D - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 65,217. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VILENSKY SETH | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $0 | $282,904 | $0 | $1,260 | $0 | $0 | $0 | $25,200 | $0 | $11,668 | $0 | $321,032 | $0 | $0 |
| O'MALLEY ANN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $255,906 | $0 | $5,473 | $0 | $0 | $0 | $19,386 | $0 | $1,522 | $0 | $282,287 | $0 | $0 |
| TERRELL STACY | ||||||||||||||
| CHIEF HEALTH SERVICES OFFICER | $0 | $168,557 | $0 | $4,093 | $0 | $0 | $0 | $13,645 | $0 | $22,256 | $0 | $208,551 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | ALL COMPENSATION IS FROM A RELATED ENTITY - KENDAL AT OBERLIN (34-1567246). THAT ENTITY USES THE FORM 990 FROM OTHER ORGANIZATIONS, COMPENSATION SURVEYS AND STUDIES AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD SHALL BE APPOINTED BY THE BOARD OF DIRECTORS CONSIDERED APPROPRIATE. EACH COMMITTEE IS REQUIRED TO PROVIDE THEIR MINUTES TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 3 | EFFECTIVE JANUARY 1, 2016, KENDAL NORTHERN OHIO ON BEHALF OF KENDAL COMMUNITY OUTREACH OF NORTHERN OHIO, LLC (DOING BUSINESS AS SENIOR INDEPENDENCE) ENTERED INTO A SPECIAL MEMBERSHIP AGREEMENT WITH OHIO LIVING, AN OHIO NONPROFIT CORPORATION. IN ADDITION, KENDAL NORTHERN OHIO AND OHIO LIVING AGREED TO TERMINATE THE IPARTNER AGREEMENT DATED SEPTEMBER 17, 2009 BETWEEN KENDAL NORTHERN OHIO AND SENIOR INDEPENDENCE, A SUBSIDIARY OF OHIO LIVING. THE PURPOSE OF THE SPECIAL MEMBERSHIP AGREEMENT IS TO CONSOLIDATE ITS EXISTING HOME HEALTH CARE AND PRIVATE DUTY OPERATIONS WITH OHIO LIVING ("POST-ACUTE CARE OPERATIONS") SO THAT KENDAL NORTHERN OHIO CAN WORK TOGETHER WITH OHIO LIVING TO EXPAND MEDICARE AND MEDICAID CERTIFIED HOME HEALTH CARE SERVICES, HOME HEALTH CARE SERVICES PAID FOR BY COMMERCIAL PAYERS, AND PRIVATE DUTY/HOME CARE SERVICES PROVIDED TO (I) THE RESIDENTS OF KENDAL AT OBERLIN, (II) THE GENERAL COMMUNITY RESIDING IN THE OHIO COUNTIES OF HURON AND LORAIN AND PORTIONS OF WESTERN CUYAHOGA COUNTY IN SPECIFIC ZIP CODES IDENTIFIED IN THE SPECIAL MEMBERSHIP AGREEMENT. OHIO LIVING PROVIDES THE MANAGEMENT SERVICES UNDER THE SPECIAL AGREEMENT. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF KENDAL NORTHERN OHIO IS KENDAL AT OBERLIN, A 501(C)(3) PUBLIC CHARITY. THE POWERS AND AUTHORITY OF THE SOLE MEMBER ARE CO-EXTENSIVE WITH THOSE OF THE KENDAL CORPORATION, A 501(C)(3) PUBLIC CHARITY. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS IS APPOINTED BY KENDAL AT OBERLIN. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE DIRECTORS SHALL SEEK AND MUST OBTAIN THE APPROVAL OF KENDAL AT OBERLIN AND 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 OR BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE GOVERNANCE COMMITTEE HAS INSTRUCTED THE CHAIR OF THE BOARD AND THE TREASURER TO COMPLETE A DETAILED REVIEW AND APPROVAL OF THE FORM 990 PRIOR TO SUBMITTING TO THE FULL BOARD OF DIRECTORS. AFTER THIS DETAIL REVIEW, A DRAFT FORM 990 IS DISTRIBUTED TO KENDAL NORTHERN OHIO'S BOARD OF DIRECTORS FOR REVIEW AND COMMENT PRIOR TO THE COMPLETION OF THE FINAL ELECTRONIC FILING OF THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS AND KEY STAFF (MANAGEMENT AND SUPERVISORS) OF THE ORGANIZATION COMPLETE A CONFLICT OF INTEREST STATEMENT. THIS INFORMATION IS SUMMARIZED AND REVIEWED BY THE BOARD OF DIRECTORS FOR AWARENESS. THE BOARD OF DIRECTORS DETERMINES IF A POTENTIAL CONFLICT IS AN ACTUAL CONFLICT. ALL KNOWN CONFLICTS ARE EVALUATED AGAIN IF THEY RELATE TO A SPECIFIC TRANSACTION THAT IS BEING CONSIDERED. IF A CONFLICT WERE TO ARISE, THE PERSON WHO HAS THE CONFLICT WOULD NOT BE INVOLVED WITH THE DISCUSSIONS OR DECISION MAKING PROCESS. THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS RECEIVES AND REVIEWS A SUMMARY OF THE COMPLETED CONFLICT OF INTEREST DISCLOSURES. AT EACH BOARD MEETING THE BOARD CHAIR REMINDS EVERYONE TO CONSIDER ANY POTENTIAL CONFLICTS OF INTEREST AND ABSTAIN FROM THAT PARTICULAR DECISION MAKING PROCESS IF A CONFLICT IS PRESENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS ESTABLISHED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS UTILIZES INDEPENDENT SALARY SURVEYS FROM THE NATIONAL INDUSTRY ASSOCIATION, THE STATE INDUSTRY ASSOCIATION AND A LOCAL SALARY SURVEY. ADDITIONAL INFORMATION AND SUPPORT IS ALSO OBTAINED FROM THE KENDAL CORPORATION. THIS INFORMATION IS REVIEWED WITH THE CHAIR OF THE BOARD ON AN ANNUAL BASIS. THIS PROCESS WAS LAST COMPLETED IN 2024. COMPENSATION OF OTHER OFFICERS ALSO UTILIZES INDEPENDENT SALARY SURVEYS FROM NATIONAL, STATE AND LOCAL SOURCES, IN CONJUNCTION WITH THE OVERALL PERFORMANCE REVIEW OF THE EMPLOYEE. THIS INFORMATION IS REVIEWED WITH THE CHAIR OF THE BOARD ON AN ANNUAL BASIS. THIS PROCESS WAS LAST COMPLETED IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | KENDAL NORTHERN OHIO MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 65,217. |
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 |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | 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 (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COLLINGTON EPISCOPAL LIFECARE COMMUNITY INC | |||||||||||
| 10450 LOTTSFORD ROAD | MITCHELLVILLE | MD | 20271 | 521281156 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | N/A | 0 | |
| KENDAL AGING | |||||||||||
| 591 COLLABORATION WAY SUITE 603 | NEWARK | DE | 19017 | 823361136 | PROVIDE SUPPORTING SERVICES IN OPERATION OF KENDAL AT SONOMA | CA | 501(C)(3) | LINE 12C, III-FI | 0 | THE KENDAL CORPORATION | |
| KENDAL AT HANOVER | |||||||||||
| 67 CUMMINGS ROAD | HANOVER | NH | 03755 | 020519490 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | NH | 501(C)(3) | LINE 10 | N/A | 0 | |
| KENDAL AT HOME | |||||||||||
| 26040 DETROIT ROAD | WESTLAKE | OH | 44145 | 200548053 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY WITHOUT WALLS | OH | 501(C)(3) | LINE 10 | N/A | 0 | |
| KENDAL AT HUDSON | |||||||||||
| 1010 KENDAL WAY | SLEEPY HOLLOW | NY | 10591 | 133971396 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | NY | 501(C)(3) | LINE 10 | N/A | 0 | |
| KENDAL AT ITHACA | |||||||||||
| 2230 NORTH TRIPHAMMER ROAD | ITHACA | NY | 14850 | 521787487 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | NY | 501(C)(3) | LINE 10 | N/A | 0 | |
| KENDAL AT OBERLIN | |||||||||||
| 600 KENDAL DRIVE | OBERLIN | OH | 44074 | 341567246 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | OH | 501(C)(3) | LINE 10 | N/A | 0 | |
| KENDAL AT SONOMA | |||||||||||
| 1801 BOXHEART DRIVE | HEALDSBURG | CA | 95448 | 814896082 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | CA | 501(C)(3) | LINE 10 | N/A | 0 | |
| KENDAL CHARITABLE FUNDS | |||||||||||
| 591 COLLABORATION WAY SUITE 603 | NEWARK | DE | 19017 | 232626425 | MANAGE CHARITABLE CONTRIBUTIONS | PA | 501(C)(3) | LINE 7 | 0 | THE KENDAL CORPORATION | |
| 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) | LINE 12C, III-FI | 0 | THE KENDAL CORPORATION | |
| LEXINGTON RETIREMENT COMMUNITY INC | |||||||||||
| 160 KENDAL DRIVE | LEXINGTON | VA | 24450 | 541795871 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | VA | 501(C)(3) | LINE 10 | N/A | 0 | |
| THE KENDAL CORPORATION | |||||||||||
| 591 COLLABORATION WAY SUITE 603 | NEWARK | DE | 19017 | 232688382 | SUPPORTING ORGANIZATION THAT PROVIDES MANAGEMENT SUPPORT AND SERVICES | PA | 501(C)(3) | LINE 12C, III-FI | N/A | 0 | |
| THE LATHROP COMMUNITIES | |||||||||||
| 100 BASSETT BROOKE DRIVE | EASTHAMPTON | MA | 01027 | 042996627 | OPERATE A 55 AND OVER COMMUNITY | MA | 501(C)(3) | LINE 10 | N/A | 0 | |
| BARCLAY FRIENDS | |||||||||||
| 700 N FRANKLIN STREET | WEST CHESTER | PA | 19380 | 232088476 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | LINE 10 | N/A | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| KENDAL AT OBERLIN | ||
| C | $100,000 | ACTUAL GIFT VALUE |
| KENDAL AT OBERLIN | ||
| P | $108,187 | ACTUAL VALUE OF SERVICES |
| KENDAL AT OBERLIN | ||
| E | $705,390 | BOOK VALUE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | NAME OF RELATED ORGANIZATION: | FormAndLineReferenceDesc |
| Explanation | KENDAL AGING PRIMARY ACTIVITY: PROVIDE SUPPORTING SERVICES IN THE OPERATION OF KENDAL AT SONOMA, A ZEN-INSPIRED COMMUNITY. | ExplanationTxt |