2017-09-07T09:56:51-05:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2016-01-01 521787487 KENDAL AT ITHACAINC KEND 6072665300 2230 NORTH TRIPHAMMER ROAD ITHACA NY 14850 DANIEL GOVERNANTI EXECUTIVE DIRECTOR 6072665300 2017-09-06 1 SETH BRODY CPA P01586423 2156433900 67.137.57.251 2017-09-06 10:40:41 ED P 99C95A981D0D28C6F98C4015289DF6597996F4F5 3905FB583EB2AC04B8E06D147EE1A9B7E683F127 2016 2021-01-29 14:40:06Z DANIEL GOVERNANTI 2230 NORTH TRIPHAMMER ROAD ITHACA NY 14850 33174477 0 X WWW.KAI.KENDAL.ORG X 1992 NY KENDAL AT ITHACA IS A NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY SERVING OLDER ADULTS AND CONTRIBUTING TO THE ITHACA COMMUNITY. 19 15 320 41 0 0 73157 197795 17809865 19422812 922222 -1515949 194464 135363 18999708 18240021 46200 43200 0 0 9885740 10137837 0 0 0 8569286 10799915 18501226 20980952 498482 -2740931 103228759 105896466 93361035 98523601 9867724 7372865 X KENDAL AT ITHACA IS A NOT-FOR-PROFIT CONTINUING CARE RETIREMENTCOMMUNITY. OUR VISION IS TO BE A COMMUNITY WHOSE HALLMARKS ARE THEQUAKER VALUES OF RESPECT, CARE, AND TRUST. IN ADDITION WE STRIVE TO BEGOOD STEWARDS OF OUR RESOURCES AND ENVIRONMENT. OUR MISSION IS TOPROVIDE A MUTUALLY SUPPORTIVE ENVIRONMENT FOR RESIDENTS AND STAFF, ANDTO CONTRIBUTE TO THE GREATER ITHACA COMMUNITY. 0 1 17334000 43200 19422812 CONTINUING CARE RETIREMENT COMMUNITY: KENDAL AT ITHACA CONSISTS OF 236 INDEPENDENT LIVING UNITS, A COMMUNITY CENTER, AND A 84- BED HEALTH CENTER COMPOSED OF 36 ADULT HOME BEDS AND 48 NURSING HOME BEDS. KENDAL PROVIDES COMFORTABLE AND SAFE HOUSING FOR SENIORS, WHICH INCLUDES ASSISTED AND SKILLED NURSING ON CAMPUS IF AND WHEN NEEDED, AND ALSO IS COMMITTED TO CONTINUING THESE SERVICES EVEN IF A RESIDENT OUTLIVES HIS/HER ASSETS AND IS NO LONGER ABLE TO PAY THE MONTHLY FEE. KENDAL AT ITHACA IS COMMITTED TO FOSTERING WELL-BEING, SECURITY, AND FULFILLMENT IN LATER YEARS FOR THOSE IT SERVES AND FOR OLDER PEOPLE IN THE BROADER COMMUNITY. 17334000 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 53 0 1 320 1 0 0 0 0 0 0 0 0 0 0 X 19 15 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X GREGORY SOMMERS CHIEF FINANCIAL OFFICER 6072665300 223O NORTH TRIPHAMMER ROAD ITHACA NY 14850 HAROLD CRAFT BOARD CHAIR 2.00 X X 0 0 0 MARTHA ARMSTRONG BOARD VICE-CHAIR 2.00 X X 0 0 0 DAVID MCNIFF BOARD TREASURER 2.00 X X 0 0 0 DAVID CALL BOARD MEMBER 2.00 X 0 0 0 ELIZABETH EAST BOARD MEMBER 2.00 X 0 0 0 BRADLEY GRAINGER BOARD MEMBER 2.00 X 0 0 0 ARNON GREIF BOARD SECRETARY 2.00 X X 0 0 0 ANDREW MILLER BOARD MEMBER 2.00 X 0 0 0 SUSAN MURPHY BOARD MEMBER 2.00 X 0 0 0 MARY OPPERMAN BOARD MEMBER 2.00 X 0 0 0 BRYAN WARREN BOARD MEMBER 2.00 X 0 0 0 ALENE WYATT BOARD MEMBER 2.00 X 0 0 0 PAULA YOUNGER BOARD MEMBER 2.00 X 0 0 0 RUSSELL BOURNE BOARD MEMBER 2.00 X 0 0 0 SUSAN DALE-HALL BOARD MEMBER 2.00 X 0 0 0 ANDREW SIMKIN BOARD MEMBER 2.00 X 0 0 0 MARY DOLAN BOARD MEMBER 2.00 X 0 0 0 GEORGE FERRARI JR BOARD MEMBER 2.00 X 0 0 0 JOHN GUTENBERGER BOARD MEMBER 2.00 X 0 0 0 SUSAN NOHELTY BOARD MEMBER 2.00 X 0 0 0 HENRIK DULLEA BOARD MEMBER 2.00 X 0 0 0 DAVID ILES BOARD MEMBER 2.00 X 0 0 0 TANYA SAUNDERS BOARD MEMBER 2.00 X 0 0 0 DANIEL GOVERNANTI EXECUTIVE DIRECTOR 40.00 X 158362 0 35773 GREGORY SOMMERS CHIEF FINANCIAL OFFICER 40.00 X 107130 0 42599 RAMONA GONZALES HEALTH SERVICES ADMINISTRATOR 40.00 X 104119 0 13906 369611 0 92278 3 0 1 0 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 DINING MANAGEMENT 1073391 A & S BLACKTOP PAVING LLC 249 POLLARD HILL ROAD JOHNSON CITY NY 13790 PAVING 297614 LECESSE CONSTRUCTION SERVICES LLC 75 THRUWAY PARK DRIVE WEST HENRIETTA NY 14586 CONSTRUCTION 275339 ENCORE REHABILITATION SERVICES 33533 W 12 MILE ROAD SUITE 290 FARMINGTON HILLS MI 48331 PHYSICAL & OCCUPATIONAL THERAPY 232520 OMNICARE INC DEPT 781668 PO BOX 78000 DETROIT MI 48278 PHARMACY CONSULTANT & PROVIDER 228896 9 197795 197795 RESIDENT CARE FEES 623990 11876674 11876674 ENTRY FEES EARNED 623990 4366049 4366049 HEALTH CENTER FEES 623990 2607080 2607080 MEDICARE AND MEDICAID PAYMENTS 623990 539410 539410 PER DIEM FEES 623990 33599 33599 19422812 928102 928102 12462405 28000 12722098 2212358 -259693 -2184358 -2444051 -2444051 CAFETERIA 623000 90067 90067 45296 45296 135363 18240021 19422812 0 -1380586 43200 43200 265492 265492 7094685 6339154 755531 436934 376321 60613 1803203 1553058 250145 537523 466979 70544 864894 236130 628764 43486 43486 55792 55792 83784 83784 691876 499924 191952 105409 105409 340516 194443 146073 187120 187120 1999516 1909215 90301 59609 35567 24042 15630 12420 3210 1619703 1490127 129576 3067188 2821813 245375 122003 12336 109667 FOOD SERVICES 792523 792523 MEDICAL EXPENSE 352141 352141 398725 198649 200076 20980952 17334000 3646952 0 833 833 3943503 3731130 1227766 1330622 79106 79106 2495368 2946273 94167379 34522323 55237761 59645056 37529279 35257191 2715143 2906255 103228759 105896466 3814685 3225788 39180549 48947187 48448543 44079001 933669 1311989 983589 959636 93361035 98523601 X 8264129 5599653 1603595 1773212 9867724 7372865 103228759 105896466 -2740931 246072 0 X X 0 1 X 1 0 X 60812 458099 97107 73157 197795 886970 17042797 17168135 16746166 17809865 19422812 88189775 17103609 17626234 16843273 17883022 19620607 89076745 1551082 2355446 2248256 2142703 2091409 10388896 2750261 2481728 2791232 3255970 8515498 19794689 4301343 4837174 5039488 5398673 10606907 30183585 58893160 854842 742545 854522 927282 928102 4307293 854842 742545 854522 927282 928102 4307293 163874 127865 124969 194464 135363 746535 18122325 18496644 17822764 19004768 20684072 94130573 0.62570 0.72020 0.04580 0.04610 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: CAFETERIA - 2012 AMOUNT: $ 103,647. 2013 AMOUNT: $ 104,844. 2014 AMOUNT: $ 96,988. 2015 AMOUNT: $ 111,170. 2016 AMOUNT: $ 90,067. MISCELLANEOUS - 2012 AMOUNT: $ 60,227. 2013 AMOUNT: $ 23,021. 2014 AMOUNT: $ 27,981. 2015 AMOUNT: $ 83,294. 2016 AMOUNT: $ 45,296. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1692263 3005352 4207799 489816 1 X 2572434 2572434 72677257 27574394 45102863 13491844 6947929 6543915 5425844 5425844 59645056 INTEREST PAYABLE 952433 DUE TO AFFILIATES 7203 959636 X 18359109 246072 246072 18113037 83784 43200 126984 18240021 20853968 0 20853968 83784 43200 126984 20980952 PART IV, LINE 1B: KENDAL AT ITHACA RECEIVES REFUNDABLE DEPOSITS OF $1000 EACH FROM PROSPECTIVE RESIDENTS WHO WISH TO BE ON THE PRIORITY LIST FOR MOVE-INS. THESE DEPOSITS, AND INTEREST EARNED, REMAIN THE PROPERTY OF THE PROSPECTIVE RESIDENTS AND ARE MADE DIRECTLY TO A LOCAL BANK, WHERE THEY ARE HELD IN ESCROW UNTIL OCCUPANCY OR WITHDRAWAL. IN ADDITION, KENDAL SETS UP ESCROW ACCOUNTS FOR INDIVIDUALS WHO HAVE SIGNED A LIFECARE CONTRACT AND PAID A DEPOSIT ON THEIR UNIT BUT WHO HAVE NOT YET MOVED TO KENDAL. PART IV, LINE 2B: RESIDENTS PAY FEES TO THE ORGANIZATION PURSUANT TO ENTERING INTO A RESIDENCY CONTRACT. THESE FEES, NET OF THE PORTION THAT IS REFUNDABLE TO RESIDENTS, ARE RECORDED AS DEFERRED REVENUE FROM ENTRANCE FEES AND ARE AMORTIZED TO INCOME USING THE STRAIGHT-LINE METHOD OVER THE ESTIMATED REMAINING LIFE EXPECTANCY OF THE RESIDENCY OR COUPLE, ADJUSTED ANNUALLY. THE CURRENT PORTION OF REFUNDABLE ENTRANCE FEES AS OF DECEMBER 31, 2016 IS $101,215 AND THE LONG-TERM PORTION IS $1,210,774. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON THE ORGANIZATIONS FINANCIAL STATEMENTS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS IN AID 43,200. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS IN AID 43,200. 1 FINANCIAL AID TO RESIDENTS TO HELP PAY FOR THEIR MONTHLY FEES 2 43200 N/A N/A PART I, LINE 2: THE ONLY GRANTS GIVEN BY KENDAL AT ITHACA ARE FOR RESIDENT ASSISTANCE, SPECIFICALLY, TO HELP RESIDENTS PAY THEIR MONTHLY FEES. NO MONITORING IS REQUIRED. THE GRANTS ARE DIRECTLY APPLIED TO RESIDENTS' MONTHLY BILLS AND ACT TO DECREASE THE AMOUNT OWED BY THE RESIDENTS FOR THEIR MONTHLY FEES. KENDAL AT ITHACA'S CFO ANNUALLY REVIEWS THE FINANCIAL INFORMATION PROVIDED BY RESIDENTS AND AWARDS (OR RESCINDS) GRANTS BASED ON THAT INFORMATION. X X 0 0 0 0 0 0 0 0 0 DANIEL GOVERNANTI EXECUTIVE DIRECTOR 158362 0 0 0 0 0 4968 0 30805 0 194135 0 0 0 A TOMPKINS COUNTY DEVELOPMENT CORPORATION 272290745 2012-11-20 8853091 REFINANCE SERIES 2003 BONDS 0 0 0 B TOMPKINS COUNTY DEVELOPMENT CORPORATION 272290745 890090AM5 2014-12-31 33632496 REFINANCE SERIES 2000 AND 2003 BONDS 0 0 0 C TOMPKINS COUNTY DEVELOPMENT CORPORATION 272290745 890090AM5 2014-12-31 16000000 CONSTRUCTION PROJECTS 0 0 0 A 610000 8243091 537450 177062 8138579 2012 1 0 1 1 B 33632496 2682623 1371770 992650 15550207 10862871 2172374 1 0 1 1 C 7200000 8800000 86081 10300258 33399 1053990 0 0 0 0 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 C 0 1 0 0 1 0 0 0 1 A 1 B 1 C 1 FORM 990, PART III, LINE 3 KENDAL AT ITHACA DISCONTINUED THEIR HOME CARE PROGRAM DURING 2016 AND OUTSOURCED THEIR THERAPY PROGRAM TO A CONTRACTED VENDOR. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE IS A STANDING COMMITTEE OF THE BOARD OF TRUSTEES OF KENDAL AT ITHACA, INC. THE MEMBERSHIP OF THE COMMITTEE SHALL CONSIST OF THE BOARD'S OFFICERS, INCLUDING THE CHAIR, PAST CHAIR, VICE CHAIR, TREASURER AND SECRETARY; AND THE CHAIRS OF THE BOARD'S STANDING COMMITTEES AS FOLLOWS: FINANCE, BOARD DEVELOPMENT, HEALTH SERVICES, INCLUSION AND DIVERSITY, PHILANTHROPY, AND PLANNING AND PROPERTY COMMITTEES. THE BOARD'S CHAIR SHALL SERVE AS THE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE DIRECTOR SHALL SERVE AS THE COMMITTEE'S PRIMARY STAFF SUPPORT. THE PURPOSE OF THE COMMITTEE IS TO TREAT ISSUES AND/OR MAKE DECISIONS ON BEHALF OF THE BOARD, WHEN NECESSARY AND URGENT, EITHER IN-BETWEEN BOARD MEETINGS OR WHEN A BOARD QUORUM CANNOT BE RAISED, PROVIDE LEADERSHIP AND DIRECTION TO THE EXECUTIVE DIRECTOR THROUGH THE BOARD'S CHAIR, AND PERFORM THE EXECUTIVE DIRECTOR'S ANNUAL REVIEW IN COLLABORATION WITH THE PRESIDENT OF THE KENDAL CORPORATION. THE PRIMARY FUNCTIONS OF THE COMMITTEE ARE TO HANDLE NECESSARY AND URGENT ISSUES ON THE BOARD'S BEHALF, BETWEEN MEETINGS OF THE BOARD, CONDUCT THE EXECUTIVE DIRECTOR'S ANNUAL REVIEW, AND PROCESS OTHER MATTERS ASSIGNED BY THE BOARD. THE COMMITTEE SHALL MEET AT LEAST ONCE (1) PER YEAR, UPON THE CALL OF THE CHAIR. THE COMMITTEE SHALL REPORT THE MINUTES OF THEIR MEETINGS TO THE BOARD AT THE NEXT SCHEDULED MEETING OF THE BOARD. IN ADDITION THE COMMITTEE SHALL REPORT ANY SIGNIFICANT ACTION THAT IT HAS APPROVED, TO THE BOARD, WITHIN FOUR (4) BUSINESS DAYS OF SUCH ACTION. FORM 990, PART VI, SECTION A, LINE 7B KENDAL AT ITHACA IS AFFILIATED WITH KENDAL NEW YORK THROUGH BYLAW REQUIREMENTS. KENDAL NEW YORK MUST APPROVE THE ELECTION OF BOARD MEMBERS OF KENDAL AT ITHACA AND ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION OR SPECIFIC SECTIONS OF THE BYLAWS OF KENDAL AT ITHACA 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 REVIEWED BY THE FINANCE COMMITTEE AND IS ALSO DISTRIBUTED TO ALL BOARD MEMBERS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST IS DEFINED AS "EXCESS BENEFIT" TO THE DISQUALIFIED PERSON. EXCESS BENEFITS MAY ARISE FROM A TRANSACTION IN WHICH THE AMOUNT OF THE ECONOMIC BENEFIT PROVIDED BY KENDAL AT ITHACA TO OR FOR THE USE OF THE DISQUALIFIED PERSON EXCEEDS THE VALUE OF THE CONSIDERATION (INCLUDING THE PERFORMANCE OF SERVICES) RECEIVED BY KENDAL AT ITHACA FOR PROVIDING SUCH BENEFIT. ALL MEMBERS OF THE KENDAL AT ITHACA BOARD OF TRUSTEES AND STAFF ARE COVERED BY THIS POLICY. ANY PERSON WHO REASONABLY BELIEVES THEY MAY BE AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF AND THE MATERIAL FACTS OF THE NATURE OF HIS OR HER INTEREST TO THE TRUSTEES OR MEMBERS OF THE COMMITTEE CONSIDERING THE PROPOSED TRANSACTION. SUCH DISCLOSURE SHALL INCLUDE ANY RELEVANT AND MATERIAL FACTS KNOWN TO SUCH PERSON ABOUT THE TRANSACTION AND ALL FACTS RELATING TO THE REASON THAT SUCH PERSON MIGHT BE A DISQUALIFIED PERSON. WHEN A PERSON DISCLOSES THEY MAY BE A DISQUALIFIED PERSON, THE BODY TO WHICH THE DISCLOSURE IS MADE SHALL THEREUPON, BY MAJORITY VOTE (OTHER THAN THE PERSON WHO MADE THE DISCLOSURE), DETERMINE WHETHER THE PERSON IS A DISQUALIFIED PERSON OR IS A POTENTIALLY DISQUALIFIED PERSON. IF IT IS DETERMINED THAT SUCH PERSON IS A DISQUALIFIED PERSON, SUCH PERSON SHALL NOT VOTE ON, NOR USE HIS PERSONAL INFLUENCE ON, NOR PARTICIPATE IN THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR OTHER TRANSACTION. SUCH PERSON MAY PRESENT FACTUAL INFORMATION OR RESPOND TO QUESTIONS AS MAY BE REQUIRED BY THE REMAINDER OF THE BOARD OR COMMITTEE. THE DISQUALIFIED PERSON SHALL WITHDRAW FROM THE MEETING UNTIL THE DISCUSSION OR DISCUSSIONS, INCLUDING ANY VOTES TAKEN, HAS BEEN COMPLETED. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE OF THE DISQUALIFIED PERSON AND HIS/HER WITHDRAWAL FROM THE MEETING. EACH TRUSTEE, DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH A PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND HAS DISCLOSED ALL KNOWN CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION HAS BEEN DETERMINED BY THE BOARD IN CONSULTATION WITH THE PRESIDENT AND THE DIRECTOR OF HUMAN RESOURCES OF THE KENDAL CORPORATION. FROM TIME TO TIME THE KENDAL CORPORATION PROVIDES TO THE BOARD CHAIR AN UPDATED COMPARATIVE AND INDEPENDENT SURVEY ON COMPENSATION FOR EXECUTIVE DIRECTORS. THE BOARD CHAIR THEN REVIEWS THIS INFORMATION WITH THE EXECUTIVE COMMITTEE AND/OR THE BOARD. KENDAL AT ITHACA'S HUMAN RESOURCE DIRECTOR, CFO, AND EXECUTIVE DIRECTOR DETERMINE COMPENSATION FOR ALL OTHER EMPLOYEES BASED ON INDEPENDENT DATA SUCH AS SURVEYS, TAKING INTO ACCOUNT THOSE EMPLOYEES' POSITIONS AND RESPONSIBILITIES RELATIVE TO OTHER POSITIONS AT KENDAL AND IN THE MARKETPLACE. COMPENSATION INCREASES FOR THE EXECUTIVE DIRECTOR AND ALL OTHER STAFF ARE REVIEWED AND APPROVED AS PART OF THE ANNUAL BUDGET PROCESS. THE KENDAL AT ITHACA BOARD OF TRUSTEES HAS FINAL APPROVAL OF THE BUDGET AND ASSOCIATED COMPENSATION INCREASES. THIS PROCESS WAS LAST UNDERTAKEN IN OCTOBER 2016. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE MOST RECENT YEAR FORM 990 IS ALSO PUBLISHED ON THEIR WEBSITE (WWW.KAI.KENDAL.ORG). FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART XII, LINE 2C THE ORGANIZATION HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. KENDAL AT OBERLIN 600 KENDAL DRIVE OBERLIN OH 44074 341567246 OPERATE CCRC OH 501C(3) LINE 10 N/A 0 KENDAL AT LEXINGTON 160 KENDAL DRIVE LEXINGTON VA 24450 541795871 OPERATE CCRC VA 501C(3) LINE 10 N/A 0 KENDAL AT HANOVER 80 LYME ROAD HANOVER NH 03755 020519490 OPERATE CCRC NH 501C(3) LINE 10 N/A 0 BARCLAY FRIENDS 700 N FRANKLIN STREET WEST CHESTER PA 19380 232088476 OPERATE SKILLED AND ASSISTED LIVING HOME PA 501C(3) LINE 10 N/A 0 THE KENDAL CORPORATION 1107 EAST BALTIMORE PIKE KENNETT SQUARE PA 19348 232688382 DEVELOP AND PROVIDE SUPPORT SERVICES FOR CCRCS PA 501C(3) LINE 12C, III-FI N/A 0 KENDAL CHARITABLE FUNDS 1107 EAST BALTIMORE PIKE KENNETT SQUARE PA 19348 232626425 MANAGE CHARITABLE CONTRIBUTIONS TO PRIMARILY BENEFIT AFFILIATES PA 501C(3) LINE 10 THE KENDAL CORPORATION 0 KENDAL NEW YORK 1010 KENDAL WAY SLEEPY HOLLOW NY 10591 061656576 PROVIDE SUPPORT SERVICES TO KENDAL CCRCS IN NY NY 501C(3) LINE 12C, III-FI THE KENDAL CORPORATION 0 KENDAL CROSSLANDS COMMUNITIES PO BOX 100 KENNETT SQUARE PA 19348 231906212 OPERATE CCRC PA 501C(3) LINE 10 N/A 0 KENDAL ON HUDSON 1010 KENDAL WAY SLEEPY HOLLOW NY 10591 133971396 OPERATE CCRC NY 501C(3) LINE 10 N/A 0 KENDAL AT GRANVILLE 2158 COLUMBUS ROAD GRANVILLE OH 43023 311657346 OPERATE CCRC OH 501C(3) LINE 10 N/A 0 THE LATHROP COMMUNITIES 100 BASSETT BROOK DRIVE EASTHAMPTON MA 01027 042996627 OPERATE OVER-55 COMMUNITY MA 501C(3) LINE 10 N/A 0 KENDAL AT HOME 26040 DETROIT ROAD SUITE 1 WESTLAKE OH 44145 200548053 OPERATE CONTINUING CARE AT HOME PROGRAM OH 501C(3) LINE 10 N/A 0 COLLINGTON 10450 LOTTSFORD ROAD MITCHELLVILLE MD 20721 521281156 OPERATE CCRC MD 501C(3) LINE 10 N/A 0 THE ADMIRAL AT THE LAKE 929 W FOSTER AVE CHICAGO IL 60640 362171730 OPERATE CCRC IL 501C(3) LINE 10 N/A 0 CHANDLER HALL HEALTH SERVICES 90 BARCLAY STREET NEWTOWN PA 18940 232365124 OPERATE CCRC PA 501C(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0