KENDAL-CROSSLANDS COMMUNITIES: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KENDAL-CROSSLANDS COMMUNITIES (EIN 23-1906212)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-26
- IRS object ID
- 201911779349300501
- Schema version
- 2018v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-26T07:22:31-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 610 W GERMANTOWN PIKE STE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231906212 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDAL-CROSSLANDS COMMUNITIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEND | BusinessNameControlTxt |
| Phone | 6103887001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1109 EAST BALTIMORE PIKE | AddressLine1Txt |
| City | KENNETT SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19348 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD PLASHA | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6103887001 | PhoneNum |
| Signature | 2019-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SETH BRODY CPA | PreparerPersonNm |
| PTIN | P01586423 | PTIN |
| Phone | 2156433900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-25 | IPDt |
| IP Tm | 11:57:03 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 40B1045984B6BD7CE0CB919AAE2F7A412AF27D98 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AB59F5C6B83F609E1D6F53B867FD21F5A01CCFB7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY WISE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1109 EAST BALTIMORE PIKE | AddressLine1Txt |
| City | KENNETT SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $66,360,960 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KCC.KENDAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE COMMUNITIES AND SERVICES FOR OLDER PEOPLE IN ACCORDANCE WITH THE PRINCIPLES OF THE RELIGIOUS SOCIETY OF FRIENDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 715 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $511,139 | PYContributionsGrantsAmt |
| CY Contributions Grants | $329,342 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $51,963,107 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $53,389,277 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,519,151 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,071,650 | CYInvestmentIncomeAmt |
| PY Other Revenue | $805,419 | PYOtherRevenueAmt |
| CY Other Revenue | $794,198 | CYOtherRevenueAmt |
| PY Total Revenue | $59,798,816 | PYTotalRevenueAmt |
| CY Total Revenue | $58,584,467 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $674,069 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $791,817 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,855,014 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,150,405 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $57,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,600,640 | PYOtherExpensesAmt |
| CY Other Expenses | $24,282,801 | CYOtherExpensesAmt |
| PY Total Expenses | $52,129,723 | PYTotalExpensesAmt |
| CY Total Expenses | $54,225,023 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,669,093 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,359,444 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $214,185,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $211,248,632 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $142,130,229 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $142,274,822 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $72,055,769 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $68,973,810 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IT IS THE PURPOSE OF KENDAL-CROSSLANDS COMMUNITIES TO PROVIDE COMMUNITIES AND SERVICES FOR OLDER PEOPLE IN ACCORDANCE WITH THE PRINCIPLES OF THE RELIGIOUS SOCIETY OF FRIENDS. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $47,027,043 | ExpenseAmt |
| Grant | $791,817 | GrantAmt |
| Revenue | $53,975,841 | RevenueAmt |
| Desc | WE HAVE TWO CONTINUING CARE RETIREMENT COMMUNITIES OPERATING AT THE LOWEST FEASIBLE COST FOR THE LEVEL OF SERVICES PROVIDED. SERVICES INCLUDE HOUSING, HOUSEKEEPING AND MAINTENANCE, CENTRAL DINING, AND LIFETIME CARE ON PREMISES (EXCEPT THOSE REQUIRING HOSPITALIZATION) AS WELL AS SOCIAL, CULTURAL AND RECREATIONAL ACTIVITIES. IN ADDITION, WE HAVE TWO AGE RESTRICTED INDEPENDENT LIVING FACILITIES OPERATING AT THE LOWEST FEASIBLE COST FOR THE LEVEL OF SERVICES PROVIDED. SERVICES INCLUDE HOUSING AS WELL AS HOUSEKEEPING AND MAINTENANCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,608 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,076 | RevenueAmt |
| Desc | KENDAL HOME CARE OFFERS ADDITIONAL SERVICES TO RESIDENTS IN THE KENDAL-CROSSLANDS COMMUNITIES WHEN DAILY ACTIVITIES BECOME MORE CHALLENGING. WHETHER RESIDENCE IN APARTMENT, COTTAGE, PERSONAL CARE, OR SKILLED NURSING. OUR ARRAY OF SERVICES CAN BE PROVIDED DAILY OR ON AN INTERMITTENT BASIS. THE PROGRAM IS FEE-FOR-SERVICE BASED, MEANING IT ALLOWS FOR ONE-TO-ONE ASSISTANCE CHARGED AT AN HOURLY RATE UNDER A SEPARATE AGREEMENT. THE PROGRAM IS LICENSED BY THE PENNSYLVANIA DEPARTMENT OF HEALTH AND DAILY OVERSIGHT OF THE KENDAL HOME CARE PROGRAM IS MANAGED BY THE KENDAL DIRECTOR OF RESIDENT CARE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $47,044,651 | 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 | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 86 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 715 | 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD PLASHA CHIEF FINANCIAL OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6103887001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1109 EAST BALTIMORE PIKE | AddressLine1Txt |
| City | KENNETT SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 193480100 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD WORTMANN | |||||||||
| CLERK | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOSE M COLON | |||||||||
| PREVIOUS TREASURER (LEFT DEC 2018) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KAY EDSTENE | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SALLY R HARRISON | |||||||||
| ASSISTANT CLERK | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARLANE R CHESTNUT | |||||||||
| PREVIOUS DIRECTOR (LEFT JUL 2018) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY WISE | |||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLARD HURD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS PAXSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN RENZ | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MALONE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FREEMAN MILLER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN HUXTABLE | |||||||||
| PREVIOUS DIRECTOR (LEFT JUL 2018) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEAN CAULFIELD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP G DEBAUN | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 0.00 | Yes (X) | $298,474 | $0 | $18,500 | |||
| EDWARD PLASHA | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | Yes (X) | $197,741 | $0 | $34,276 | |||
| MARGARET LEMLEY | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | $207,090 | $0 | $24,513 | Yes (X) | |||
| DONNA TAYLOR | |||||||||
| CHIEF HEALTH SERVICES OFFICER | 40.00 | 0.00 | $203,651 | $0 | $34,537 | Yes (X) | |||
| SETH A BEAVER | |||||||||
| DIRECTOR OF FACILITY SERVICES | 40.00 | 0.00 | $135,784 | $0 | $20,411 | Yes (X) | |||
| CATHERINE U EMIG | |||||||||
| HEALTH SERVICES ADMINISTRATOR | 40.00 | 0.00 | $126,920 | $0 | $14,526 | Yes (X) | |||
| HELENE M QUINONES | |||||||||
| DIRECTOR OF SALES AND MARKETING | 40.00 | 0.00 | $126,197 | $0 | $9,556 | Yes (X) | |||
| SARAH B MATAS | |||||||||
| HEALTH SERVICES ADMINISTRATOR | 40.00 | 0.00 | $122,728 | $0 | $19,456 | Yes (X) | |||
| JILL A ARBIZ | |||||||||
| DIRECTOR OF NURSING | 40.00 | 0.00 | $114,770 | $0 | $8,861 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,533,355 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $184,636 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WARFEL CONSTRUCTION COMPANY | |||||
| 1100 ENTERPRISE ROAD | EAST PETERSBURG | PA | 17520 | GENERAL CONSTRUCTION | $1,671,040 |
| TRAGO MECHANICAL INC | |||||
| 5 WEST WYNWOOD DRIVE | WILLOW STREET | PA | 17584 | EQUIPMENT REPAIR | $645,514 |
| PEDANO CONTRACTING LLC | |||||
| 1522 GARNET MINE ROAD | GARNET VALLEY | PA | 19060 | GENERAL CONSTRUCTION | $573,871 |
| GREAT DAY IMPROVEMENTS LLC | |||||
| 268 DUNKSFERRY ROAD | BENSALEM | PA | 19020 | GENERAL CONSTRUCTION | $490,697 |
| THYSSENKRUPP ELEVATOR CORP | |||||
| 7481 NORTH 66TH STREET | MIAMI | FL | 33166 | ELEVATOR REPAIR AND SERVICE | $474,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $329,342 | AllOtherContributionsAmt |
| Total Contributions | $329,342 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT CARE FEES | 623000 | $31,327,506 | $31,327,506 |
| HEALTH CENTER SERVICE | 623000 | $12,405,997 | $12,405,997 |
| ENTRY FEE AMORTIZATION | 623000 | $8,267,931 | $8,267,931 |
| MEDICARE AND OTHER INSURANCE | 623000 | $1,345,817 | $1,345,817 |
| PROCESSING FEE | 623000 | $37,950 | $37,950 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,076 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,076 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $53,389,277 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,316,827 | TotalRevenueColumnAmt |
| Exclusion | $2,316,827 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,000 | TotalRevenueColumnAmt |
| Exclusion | $12,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,531,316 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,776,493 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,754,823 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,754,823 | TotalRevenueColumnAmt |
| Exclusion | $1,754,823 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| AUXILLARY INCOME | 623000 | $590,640 | $590,640 | |
| CHILD CARE INCOME | 624410 | $176,212 | $176,212 | |
| MISCELLANEOUS REVENUE | 900099 | $15,346 | $15,346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $782,198 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,584,467 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,979,917 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,275,208 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $791,817 | TotalAmt |
| Program Services | $791,817 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,018,781 | TotalAmt |
| Management And General | $1,018,781 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,514,300 | TotalAmt |
| Program Services | $18,783,152 | ProgramServicesAmt |
| Management And General | $1,679,148 | ManagementAndGeneralAmt |
| Fundraising | $52,000 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,942,254 | TotalAmt |
| Program Services | $1,750,256 | ProgramServicesAmt |
| Management And General | $191,998 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,195,169 | TotalAmt |
| Program Services | $3,729,376 | ProgramServicesAmt |
| Management And General | $464,771 | ManagementAndGeneralAmt |
| Fundraising | $1,022 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,479,901 | TotalAmt |
| Program Services | $1,320,161 | ProgramServicesAmt |
| Management And General | $155,762 | ManagementAndGeneralAmt |
| Fundraising | $3,978 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,794 | TotalAmt |
| Management And General | $158,794 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,398 | TotalAmt |
| Management And General | $317,398 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,416,552 | TotalAmt |
| Management And General | $1,416,552 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,129 | TotalAmt |
| Program Services | $52,667 | ProgramServicesAmt |
| Management And General | $70,462 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,691,177 | TotalAmt |
| Program Services | $5,253,234 | ProgramServicesAmt |
| Management And General | $437,943 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,520 | TotalAmt |
| Program Services | $37,998 | ProgramServicesAmt |
| Management And General | $24,522 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,842 | TotalAmt |
| Program Services | $73,386 | ProgramServicesAmt |
| Management And General | $19,456 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,286,870 | TotalAmt |
| Program Services | $1,286,870 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,443,429 | TotalAmt |
| Program Services | $8,443,429 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES AND PRESCRIPTI | $4,200,122 | $4,073,283 | $126,839 |
| EQUIPMENT RENTAL AND MA | $803,106 | $639,866 | $163,240 |
| DUES, LICENSES, FEES | $513,597 | $353,741 | $159,856 |
| RECRUITMENT | $309,414 | $17,492 | $291,922 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $863,851 | TotalAmt |
| Program Services | $437,923 | ProgramServicesAmt |
| Management And General | $425,928 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,225,023 | TotalAmt |
| Program Services | $47,044,651 | ProgramServicesAmt |
| Management And General | $7,123,372 | ManagementAndGeneralAmt |
| Fundraising | $57,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,681,602 | BOYAmt |
| EOY | $2,281,845 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,832,357 | BOYAmt |
| EOY | $4,821,622 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,130,000 | BOYAmt |
| EOY | $580,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,532,201 | BOYAmt |
| EOY | $1,696,742 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,095,501 | BOYAmt |
| EOY | $2,603,009 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $219,291,371 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $121,399,212 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,786,966 | BOYAmt |
| EOY | $97,892,159 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,200,585 | BOYAmt |
| EOY | $97,995,691 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,818,099 | BOYAmt |
| EOY | $1,949,872 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,108,687 | BOYAmt |
| EOY | $1,427,692 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,185,998 | BOYAmt |
| EOY | $211,248,632 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,792,486 | BOYAmt |
| EOY | $4,904,544 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,003,226 | BOYAmt |
| EOY | $85,607,502 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,070,623 | BOYAmt |
| EOY | $50,461,528 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $754,000 | BOYAmt |
| EOY | $832,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,894 | BOYAmt |
| EOY | $469,248 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,130,229 | BOYAmt |
| EOY | $142,274,822 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,153,573 | BOYAmt |
| EOY | $52,122,238 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,303,263 | BOYAmt |
| EOY | $16,273,783 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,933 | BOYAmt |
| EOY | $577,789 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,055,769 | BOYAmt |
| EOY | $68,973,810 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,185,998 | BOYAmt |
| EOY | $211,248,632 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,359,444 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,413,117 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$28,286 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $317,244 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,946,021 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,751,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $511,139 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $329,342 | CurrentTaxYearAmt |
| Total | $5,855,556 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,137,348 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,236,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,042,164 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,963,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,389,277 | CurrentTaxYearAmt |
| Total | $237,768,481 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,454,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,182,606 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,793,974 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,474,246 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,718,619 | CurrentTaxYearAmt |
| Total | $243,624,037 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $259,432 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,086,511 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,391,183 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $805,290 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $255,033 | CurrentTaxYearAmt |
| Total | $3,797,449 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $259,432 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,086,511 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,391,183 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $805,290 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $255,033 | CurrentTaxYearAmt |
| Total | $3,797,449 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $239,826,588 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,046,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,221,840 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,518,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,752,234 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,328,827 | CurrentTaxYearAmt |
| Total | $7,868,622 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,046,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,221,840 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,518,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,752,234 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,328,827 | CurrentTaxYearAmt |
| Total | $7,868,622 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $553,166 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $809,809 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $814,372 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $793,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $782,198 | CurrentTaxYearAmt |
| Total | $3,752,964 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,054,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,214,255 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,127,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,019,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,829,644 | CurrentTaxYearAmt |
| Total | $255,245,623 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93960 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94300 | PublicSupportPY509Pct |
| Investment Income CY | 0.03080 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02780 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART III, COLUMN (A) | THIS REPRESENTS A NINE-MONTH PERIOD FROM APRIL 1, 2014 TO DECEMBER 31, 2014. |
| SCHEDULE A, PART III, LINE 12, EXPLANATION FOR OTHER INCOME | MISCELLANEOUS REVENUE, AUXILLARY INCOME AND CHILD CARE INCOME |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $598,933 | BeginningYearBalanceAmt |
| Contributions | $11,549 | ContributionsAmt |
| Investment Earnings Or Losses | -$32,693 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $577,789 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $508,035 | BeginningYearBalanceAmt |
| Contributions | $28,887 | ContributionsAmt |
| Investment Earnings Or Losses | $62,011 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $598,933 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $494,784 | BeginningYearBalanceAmt |
| Contributions | $3,657 | ContributionsAmt |
| Investment Earnings Or Losses | $9,594 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $508,035 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $501,606 | BeginningYearBalanceAmt |
| Contributions | $5,609 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,431 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $494,784 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $446,618 | BeginningYearBalanceAmt |
| Contributions | $50,210 | ContributionsAmt |
| Investment Earnings Or Losses | $4,778 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $501,606 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,162,692 | OtherCostOrOtherBasisAmt |
| Book Value | $9,162,692 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $177,100,949 | OtherCostOrOtherBasisAmt |
| Depreciation | $107,378,223 | DepreciationAmt |
| Book Value | $69,722,726 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,027,730 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,020,989 | DepreciationAmt |
| Book Value | $19,006,741 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $97,892,159 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED CHARITABLE GIFT OBLIGATIONS | Desc |
| Amt | $469,248 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $469,248 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $51,143,064 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$7,413,117 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$28,286 | OtherRevenueAmt |
| Revenue Not Reported | -$7,441,403 | RevenueNotReportedAmt |
| Revenue Subtotal | $58,584,467 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $58,584,467 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $54,225,023 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $54,225,023 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $54,225,023 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THIS REPRESENTS UNIT SELECTION COMMITMENT FEES THAT ARE PAYABLE UPON RESERVING A SPECIFIC LIVING ACCOMMODATION AT KENDAL AT LONGWOOD OR CROSSLANDS. THE UNIT SELECTION COMMITMENT FEE IS FULLY REFUNDABLE WITHIN THIRTY DAYS OF A RESIDENT'S OCCUPANCY DATE. |
| PART V, LINE 4: | THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE AS FOLLOWS: KENDAL AT LONGWOOD STAFF SUPPORT FUND - THE FIRST PURPOSE OF THE FUND WILL BE TO PROVIDE HELP TO STAFF TO ALLEVIATE SHORT-TERM EMERGENCY SITUATIONS. AS IT EXPANDS THE FUND COULD COVER ADDITIONAL ACTIVITIES, SUCH AS SUPPORTING CONTINUING EDUCATION FOR THE OVERALL STAFF IN KEY AREAS THAT WOULD IMPROVE THE CARE FOR THE RESIDENTS. ANNE PERRY EMPLOYMENT FUND - ANNE AND EUGENE PERRY HAD A LIFETIME INTEREST IN AND CONCERN FOR THE EDUCATION AND DEVELOPMENT OF YOUNG PEOPLE. THIS FUND PROVIDES THE OPPORTUNITY TO EARN MONEY FOR EDUCATION THROUGH MEANINGFUL WORK EXPERIENCES AT KENDAL-CROSSLANDS COMMUNITIES. LOUISE P. MULLESTEIN FUND - RECOGNIZING THE NEED FOR QUALITY, CONVENIENT AND AFFORDABLE CHILD CARE FOR ITS EMPLOYEES, KENDAL-CROSSLANDS COMMUNITIES WILL MAKE AVAILABLE SCHOLARSHIPS TO ITS EMPLOYEES FOR CHILD(REN) WHO ARE ENROLLED IN THE KENDAL-CROSSLANDS CHILD DEVELOPMENT PROGRAM. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -25,380. CHANGE IN FAIR VALUE OF INTEREST RATE CAP AGREEMENTS -2,906. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | MONTHLY FEE ASSISTANCE | GrantTypeTxt |
| Recipient | 22 | RecipientCnt |
| Cash Grant | $791,817 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES FINANCIAL ASSISTANCE FOR RESIDENTS OF THE COMMUNITY THAT DO NOT HAVE THE ABILITY TO PAY THE TOTAL COST TO LIVE AT KENDAL-CROSSLANDS COMMUNITIES. A COMMITTEE COMPRISED OF RESIDENTS AND BOARD MEMBERS EVALUATE APPLICATIONS FROM RESIDENTS REQUESTING SUCH ASSISTANCE. THE APPILCATION REQUIRES A FULL DISCLOSURE OF ALL ASSETS. UPON DEATH, A LETTER IS SENT TO THE ESTATE NOTYIFYING THEM HOW MUCH ASSISTANCE HAS BEEN GRANTED. IF THE ESTATE CAN PAY BACK ANY OF THE ASSISTANCE, KENDAL-CROSSLANDS COMMUNITIES PUTS THE MONIES BACK INTO THE FUND TO BE USED FOR FUTURE RESIDENT ASSISTANCE. THE IDENTITY OF THE RESIDENT IS KEPT CONFIDENTIAL. THE ORGANIZATION RECEIVED REPAYMENTS OF $205,781 ON THE CASH GRANTS IN 2018. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHILIP G DEBAUN | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $298,474 | $0 | $0 | $0 | $0 | $0 | $16,500 | $0 | $2,000 | $0 | $316,974 | $0 | $0 | $0 |
| EDWARD PLASHA | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $197,741 | $0 | $0 | $0 | $0 | $0 | $12,276 | $0 | $22,000 | $0 | $232,017 | $0 | $0 | $0 |
| MARGARET LEMLEY | ||||||||||||||
| CHIEF OPERATING OFFICER | $207,090 | $0 | $0 | $0 | $0 | $0 | $12,513 | $0 | $12,000 | $0 | $231,603 | $0 | $0 | $0 |
| DONNA TAYLOR | ||||||||||||||
| CHIEF HEALTH SERVICES OFFICER | $203,651 | $0 | $0 | $0 | $0 | $0 | $12,537 | $0 | $22,000 | $0 | $238,188 | $0 | $0 | $0 |
| SETH A BEAVER | ||||||||||||||
| DIRECTOR OF FACILITY SERVICES | $135,784 | $0 | $0 | $0 | $0 | $0 | $8,411 | $0 | $12,000 | $0 | $156,195 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CHESTER COUNTY HEALTH & EDUCATION FACILITIES AUTHORITY | ||||||||
| A | 232265260 | NONEAVAIL | 2010-12-01 | $30,000,000 | CONSTRUCTION, RENOVATIONS AND ADDITIONS OF THE HEALTH & WELLNESS FACILITIES | 0 | 0 | 0 |
| CHESTER COUNTY HEALTH & EDUCATION FACILITIES AUTHORITY | ||||||||
| B | 232265260 | NONEAVAIL | 2013-02-01 | $22,500,000 | CONSTRUCTION, RENOVATIONS AND ADDITIONS TO CROSSLANDS & KENDAL AT LONGWOOD | 0 | 0 | 0 |
| CHESTER COUNTY HEALTH & EDUCATION FACILITIES AUTHORITY | ||||||||
| C | 232265260 | NONEAVAIL | 2016-05-01 | $10,000,000 | CONSTRUCTION, RENOVATIONS AND ADDITIONS TO CROSSLANDS & KENDAL AT LONGWOOD | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,838,365 | $28,388,844 | $163,536 | $28,043,930 | 2014 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $4,474,118 | $22,500,000 | $2,755,000 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | $19,745,000 | ||
| C | $5,829,426 | $5,685,278 | 0 | 0 | 0 | 0 | $144,148 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| KAY EDSTENE | |||
| RESIDENT BOARD MEMBER | $82,518 | ANNUAL FEES PAID BY THE RESIDENT BOARD MEMBER TO THE ORGANIZATION UNDER THE TERMS OF THEIR LIFECARE CONTRACT. THE TERMS OF THE RESIDENT'S CONTRACT ARE NO DIFFERENT THAN ANY OTHER RESIDENT WITH THE SAME TYPE OF LIFECARE CONTRACT. | 0 |
| THOMAS PAXSON | |||
| RESIDENT BOARD MEMBER | $81,324 | ANNUAL FEES PAID BY THE RESIDENT BOARD MEMBER TO THE ORGANIZATION UNDER THE TERMS OF THEIR LIFECARE CONTRACT. THE TERMS OF THE RESIDENT'S CONTRACT ARE NO DIFFERENT THAN ANY OTHER RESIDENT WITH THE SAME TYPE OF LIFECARE CONTRACT. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | IN 2018, KENDAL HOME CARE WAS ESTABLISHED. PURSUING THIS PROGRAM WILL HELP ACCOMPLISH THE MISSION OF THE ORGANIZATION BY OFFERING MEMBERS OF OUR COMMUNITIES CERTAIN SERVICES THAT WILL ALLOW THEM TO LIVE MORE COMFORTABLY WHEN DAILY ACTIVITIES BECOME MORE CHALLENGING. SEE LINE 4B FOR FULL PROGRAM DESCRIPTION. |
| FORM 990, PART VI, SECTION A, LINE 7B | KENDAL-CROSSLANDS IS AFFILIATED WITH THE KENDAL CORPORATION THROUGH BYLAW REQUIREMENTS. THE KENDAL CORPORATION MUST APPROVE THE ELECTION OF BOARD MEMBERS OF KENDAL-CROSSLANDS AND ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION OR SPECIFIC SECTIONS OF THE BYLAWS OF KENDAL-CROSSLANDS AS WELL AS THE INCURRENCE OF DEBT OF SPECIFIED VALUE; CHANGES IN CORPORATE PURPOSE; USE OF THE NAME KENDAL; THE SUBSTANCE OF RESIDENT CONTRACTS; AND THE PURCHASE, SALE, LEASE, OR OTHER DISPOSITION OF ANY REAL ESTATE OR IMPROVEMENTS THEREON OF A SPECIFIC VALUE; AND DISSOLUTION, MERGER WITH ANOTHER ENTITY, DIVISION, OR ACQUIRING CONTROL OF ANOTHER ENTITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PRESENTED TO THE BOARD FINANCE COMMITTEE FOR THEIR REVIEW BY THE INDEPENDANT ACCOUNTING FIRM WHICH PREPARES THE FORM. THEN THE ENTIRE BOARD OF DIRECTORS WILL RECEIVE A COPY OF THE FORM 990 IN FINAL FORM BEFORE THE FORM 990 IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY REGARDING CONFLICTS OF INTEREST HAS BEEN ADOPTED BY THE BOARD OF DIRECTORS AND COVERS ALL STAFF MEMBERS, THEIR IMMEDIATE FAMILY AND THE BOARD OF DIRECTORS. A CONFLICT IS DEFINED AS A MEMBER USING THEIR POSITION(S), OR KNOWLEDGE WHICH THEY OBTAIN IN PURSUIT OF THEIR EMPLOYMENT, FOR THEIR OWN PERSONAL GAIN OR FOR THE GAIN OF ANY OTHER PERSON OTHER THAN A RESIDENT. STAFF MEMBERS SHALL DISCLOSE ALL KNOWN, POTENTIAL OR POSSIBLE CONFLICTS OF INTEREST TO THE CHIEF EXECUTIVE OFFICER. THE CHIEF EXECUTIVE OFFICER SHALL DISCLOSE SUCH CONFLICTS INVOLVING HIMSELF/HERSELF TO THE BOARD OF DIRECTORS. THE BOARD ALONE MAY GRANT APPROVAL FOR EXCEPTIONS TO THIS POLICY. THIS POLICY IS REVIEWED WITH EACH NEW STAFF MEMBER DURING NEW EMPLOYEE ORIENTATION PERIOD AND IS REVIEWED AT ANNUAL IN-SERVICES. ANY POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY GOVERNING BOARD MEMBER SHALL BE DISCLOSED TO THE BOARD AND MADE A MATTER OF RECORD, EITHER THROUGH AN ANNUAL PROCEDURE OR WHEN THE INTEREST BECOMES A MATTER OF BOARD ACTION. ANY GOVERNING BOARD MEMBER HAVING A POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHALL NOT BE A PART OF ANY DECISION OR USE HIS/HER PERSONAL INFLUENCE ON THE MATTER, AND HE/SHE SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR THAT MATTER, EVEN WHERE PERMITTED BY LAW. THE MINUTES OF THE MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM THE DECISION, AND THE QUORUM SITUATION. NOTWITHSTANDING THE PREVIOUS STATEMENT, THE BOARD RECOGNIZES THE IMPORTANCE OF EQUAL PARTICIPATION IN BOARD ACTIVITIES BY ALL DIRECTORS, AND THE NEED FOR UNITY TO BE SOUGHT AMONG ALL GOVERNING BOARD MEMBERS ON BUSINESS AFFECTING OUR COMMUNITIES. THE BOARD ACKNOWLEDGES THAT SOME BOARD MEMBERS ARE INTERESTED PERSONS BY VIRTUE OF BEING RESIDENTS, IMMEDIATE FAMILY MEMBERS OF RESIDENTS OR STAFF, OR MEMBERS OF OUR WAITING LIST. WHEN CONSIDERING APPROVAL OF A PROJECT, CAPITAL OR OPERATING BUDGETS, THOSE BOARD MEMBERS WILL NOT BE REQUIRED TO ABSTAIN FROM SUCH DECISIONS. |
| FORM 990, PART VI, SECTION B, LINE 15A | ALL OFFICER (EXCEPT THE CHIEF EXECUTIVE OFFICER) AND KEY EMPLOYEE COMPENSATION IS EVALUATED BY THE CHIEF EXECUTIVE OFFICER ON AN ANNUAL BASIS AND WAS LAST PERFORMED IN 2018. THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE COMPRISED OF THREE BOARD MEMBERS WHO GATHER EVALUATIONS FROM DEPARTMENT HEADS, BOARD MEMBERS AND THE PRESIDENT AND PAST PRESIDENT OF THE RESIDENT ASSOCIATIONS. THE COMMITTEE ALSO RECEIVES SALARY COMPARISON INFORMATION FROM THE HEAD OF HUMAN RESOURCES AT THE KENDAL CORPORATION. ALL OF THIS INFORMATION IS SUMMARIZED AND SHARED WITH THE BOARD FOR THEIR CONSIDERATION IN THE PERFORMANCE EVALUATION AND ANY WAGE ADJUSTMENTS. THIS IS DOCUMENTED IN THE BOARD MEETING MINUTES. THE REVIEW OF CHIEF EXECUTIVE OFFICER COMPENSATION LAST OCCURRED IN 2018. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE RESIDENTS EACH YEAR IN THE DISCLOSURE STATEMENT. ALL OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF INTEREST RATE CAP AGREEMENTS -2,906. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -25,380. |
| FORM 990, PART VI, SECTION A, QUESTION 8B | THE FINANCE/AUDIT COMMITTEE WAS GIVEN THE AUTHORITY TO ACT ON THE BEHALF OF THE FULL BOARD(GOVERNANCE)TO ACCEPT AUDITED FINANCIAL STATEMENTS IN APRIL 2018. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KENDAL AT OBERLIN | |||||||||||
| 600 KENDAL DRIVE | OBERLIN | OH | 440741900 | 341567246 | OPERATE CCRC | OH | 501(C)(3) | LINE 10 | N/A | 0 | |
| KENDAL AT LEXINGTON RETIREMENT COMMUNITY INC | |||||||||||
| 160 KENDAL DRIVE | LEXINGTON | VA | 24450 | 541795871 | OPERATE CCRC | VA | 501(C)(3) | LINE 10 | N/A | 0 | |
| KENDAL AT HANOVER | |||||||||||
| 80 LYME ROAD | HANOVER | NH | 037551218 | 020519490 | OPERATE CCRC | NH | 501(C)(3) | LINE 10 | N/A | 0 | |
| BARCLAY FRIENDS | |||||||||||
| 700 NORTH FRANKLIN STREET | WEST CHESTER | PA | 19380 | 232088476 | OPERATE SKILLED AND ASSISTED LIVING HOME | PA | 501(C)(3) | LINE 10 | N/A | 0 | |
| THE KENDAL CORPORATION | |||||||||||
| 1107 EAST BALTIMORE PIKE | KENNETT SQUARE | PA | 19348 | 232688382 | DEVELOP AND PROVIDE ADMINISTRATION FOR CCRCS | PA | 501(C)(3) | LINE 12D, III-O | N/A | 0 | |
| KENDAL CHARITABLE FUNDS | |||||||||||
| 1107 EAST BALTIMORE PIKE | KENNETT SQUARE | PA | 19348 | 232626425 | MANAGE CHARITABLE CONTRIBUTIONS TO PRIMARILY BENEFIT AFFILIATES | PA | 501(C)(3) | LINE 7 | 0 | THE KENDAL CORPORATION | |
| KENDAL NEW YORK | |||||||||||
| 1010 KENDAL WAY | SLEEPY HOLLOW | NY | 10591 | 061656576 | PROVIDE SUPPORT SERVICES TO KENDAL CCRCS IN NY | NY | 501(C)(3) | LINE 12D, III-O | 0 | THE KENDAL CORPORATION | |
| KENDAL ON HUDSON | |||||||||||
| 1010 KENDAL WAY | SLEEPY HOLLOW | NY | 10591 | 133971396 | OPERATE CCRC | NY | 501(C)(3) | LINE 10 | N/A | 0 | |
| KENDAL AT GRANVILLE | |||||||||||
| 2158 COLUMBUS ROAD | GRANVILLE | OH | 43023 | 311657346 | OPERATE CCRC | OH | 501(C)(3) | LINE 10 | N/A | 0 | |
| THE LATHROP COMMUNITIES | |||||||||||
| 100 BASSETT BROOK DRIVE | EASTHAMPTON | MA | 01027 | 042996627 | OPERATE OVER 55 COMMUNITY | MA | 501(C)(3) | LINE 10 | N/A | 0 | |
| KENDAL AT HOME | |||||||||||
| 27519 DETROIT ROAD | WESTLAKE | OH | 44145 | 200548053 | OPERATING CONTINUING CARE PROGRAM | OH | 501(C)(3) | LINE 10 | N/A | 0 | |
| KENDAL AT ITHACA | |||||||||||
| 2230 NORTH TRIPHAMMER ROAD | ITHACA | NY | 14850 | 521787487 | OPERATE CCRC | NY | 501(C)(3) | LINE 10 | N/A | 0 | |
| KENDAL NORTHERN OHIO | |||||||||||
| 600 KENDAL DRIVE | OBERLIN | OH | 44074 | 200547957 | PROVIDE SUPPORT SERVICES TO KENDAL CCRCS IN OH | OH | 501(C)(3) | LINE 12D, III-O | N/A | 0 | |
| COLLINGTON EPISCOPAL LIFECARE COMMUNITY INC | |||||||||||
| 10450 LOTTSFORD ROAD | MITCHELLVILLE | MD | 20721 | 521281156 | OPERATE CCRC | MD | 501(C)(3) | LINE 10 | N/A | 0 | |
| THE ADMIRAL AT THE LAKE | |||||||||||
| 929 WEST FOSTER AVENUE | CHICAGO | IL | 60640 | 362171730 | OPERATE CCRC | IL | 501(C)(3) | LINE 10 | N/A | 0 | |
| CHANDLER HALL HEALTH SERVICES | |||||||||||
| 99 BARCLAY STREET | NEWTOWN | PA | 18940 | 232365124 | OPERATE CCRC | PA | 501(C)(3) | LINE 10 | N/A | 0 | |
| KENDAL AGING | |||||||||||
| 300 PAGE STREET | SAN FRANCISCO | CA | 94102 | 823361136 | PROVIDES SUPPORT SERVICES IN THE OPERATION OF KENDAL AT SONOMA, A ZEN-INSPIR | CA | 501(C)(3) | LINE 12D, III-O | 0 | THE KENDAL CORPORATION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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