KENDAL ON HUDSON: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KENDAL ON HUDSON (EIN 13-3971396)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201533169349305933
- Schema version
- 2014v5.0
- 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 | 2015-11-12T18:39:52-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVE 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133971396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDAL ON HUDSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JENNIFER ANDERSON | InCareOfNm |
| Business Name Control | KEND | BusinessNameControlTxt |
| Phone | 9149221000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 kendal way | AddressLine1Txt |
| City | sleepy hollow | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10591 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | jennifer anderson | PersonNm |
| Person Title | cfo | PersonTitleTxt |
| Phone | 2125990100 | PhoneNum |
| Signature | 2015-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Patricia Doyle | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 KENDAL WAY | AddressLine1Txt |
| City | sleepy hollow | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10591 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,762,598 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.kohud.kendal.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | To provide innovative programs and services to foster the autonomy and well being of older adults in our community. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 245 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $215,654 | PYContributionsGrantsAmt |
| CY Contributions Grants | $262,303 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,313,724 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,373,401 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,134,875 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,641,894 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,545,171 | PYOtherRevenueAmt |
| CY Other Revenue | $1,485,000 | CYOtherRevenueAmt |
| PY Total Revenue | $28,209,424 | PYTotalRevenueAmt |
| CY Total Revenue | $27,762,598 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $41,712 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $43,860 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,142,501 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,695,231 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,836,999 | PYOtherExpensesAmt |
| CY Other Expenses | $16,431,526 | CYOtherExpensesAmt |
| PY Total Expenses | $29,021,212 | PYTotalExpensesAmt |
| CY Total Expenses | $27,170,617 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$811,788 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $591,981 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $155,481,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $176,588,308 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $167,672,902 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $188,573,767 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$12,191,068 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$11,985,459 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE INNOVATIVE PROGRAMS AND SERVICES TO FOSTER THE AUTONOMY AND WELL BEING OF OLDER ADULTS IN OUR COMMUNITY, BASED ON A VALUES-DRIVEN COMMITMENT TO: - SUPPORTING INDEPENDENCE AND EQUALITY - FOSTERING A SPIRIT OF COMMUNITY - FOCUSING ON WELLNESS AND QUALITY HEALTH CARE - CREATING A CLIMATE OF CONTINUOUS LEARNING AND INNOVATION - OPERATING IN A MANNER ALWAYS CONSISTENT WITH THE HIGHEST STANDARDS OF SOCIAL, FISCAL AND GOVERNANCE RESPONSIBILITY IN ORDER TO FULFILL OUR PROMISE OF FUTURE CARE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $23,587,655 | ExpenseAmt |
| Grant | $43,860 | GrantAmt |
| Revenue | $24,373,401 | RevenueAmt |
| Desc | In 2014, Kendal on Hudson fulfilled its mission and charitable purpose by providing care and services to 264 resident contract holders between the ages of 70 and 00. As a type A community care retirement community (CCRC) Kendal on Hudson has a lifetime obligation of care to all such residents, inclusive of the provision of charity care should residents become unable to pay. In addition, Kendal on Hudson served 29 persons as direct admission residents to our enriched housing and skilled nursing programs. As required under NY regulation, at least 23% of all direct admissions to Kohud must be Medicaid or "dual eligible" patients. Care and services to residents include a resident care center where physicians visit on an as needed basis and a nurse practitioner provides care 6 days a week. In addition the community offers outpatient rehabilitation including physical, occupational and speech therapy, as well as home care services. There is a dietician who provides counseling on resident diets. The organization offers a comprehensive fitness program that includes a fitness center, indoor heated pool and 25 classes per week. During 2014 Kendal provided services to the wider community, serving 2,225 persons by offering members of the Sleepy Hollow Senior Center and Tarrytown seniors access to the swimming pool, providing community space at no charge to local not-for profit organizations for meetings and presentations, providing mentoring to nursing assistant students from BOCES and running a meals on wheels program for homebound seniors. During 2014 Kendal on Hudson participated in Vitalize 360, a national membership consortium of older adult communities that is working to develop a set of standardized, integrated and systematic health and wellness assessment tools that will provide a national and international database of information about non-institutionalized seniors that will be used for research on how to maximize healthy aging for all seniors. Kendal on Hudson provided $970,000 in the form of space, time and financial donations to the surrounding community, including a payment in lieu of taxes. Internally Kendal provided its staff with a tuition assistance program for staff interested in continuing education. The total cost of this program was $40,000. For the 2014 fiscal year Kendal also provided subsidies to residents of $43,860. | Desc |
| Total Program Service Expenses | $23,587,655 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | Yes (true) | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 245 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER ANDERSON | PersonNm |
| Phone | 9149221082 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 KENDAL WAY | AddressLine1Txt |
| City | SLEEPY HOLLOW | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10591 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Leonard Andrew | ||||||||
| DIRECTOR | 4.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| HARRISON BLOOM | ||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BARD BUNAES | ||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD DOTY | ||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| NORMA ELLIS | ||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH ENLOE | ||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| FRANCINE GOLDSTEIN | ||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LINDA MARTIN | ||||||||
| DIRECTOR (Thru 6/2014) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARY NICHOLS | ||||||||
| DIRECTOR | 4.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CLARE PIERSON | ||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JAMES WOOD | ||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ED HANIN | ||||||||
| CHAIRMAN | 4.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| AUBREY HAWES | ||||||||
| VICE CHAIR | 4.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BARRY MORRIS | ||||||||
| TREASURER | 4.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOAN OLTMAN | ||||||||
| SECRETARY | 4.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOHN A DIFFEY | ||||||||
| EX OFFICIO (non-voting) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KEITH SAFIAN | ||||||||
| EX OFFICIO (non-voting) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KYLE MCGOVERN | ||||||||
| Director (as of 6/2014) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Howard Smith | ||||||||
| director | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Patricia Doyle | ||||||||
| Executive Director | 40.0 | 1.0 | $224,736 | $0 | $8,601 | Yes (X) | ||
| Jennifer Anderson | ||||||||
| CFO | 40.0 | 1.0 | $162,268 | $0 | $10,746 | Yes (X) | ||
| Karen Harvatin | ||||||||
| Health Services Administrator | 40.0 | 0.0 | $148,416 | $0 | $8,239 | Yes (X) | ||
| Gower Lane | ||||||||
| Director of Operations | 40.0 | 0.0 | $142,455 | $0 | $21,910 | Yes (X) | ||
| Christine Appel | ||||||||
| Director of Nursing | 40.0 | 0.0 | $137,832 | $0 | $8,191 | Yes (X) | ||
| Gemma Maver | ||||||||
| Director of Marketing | 40.0 | 0.0 | $123,891 | $0 | $8,142 | Yes (X) | ||
| Tina Finnegan | ||||||||
| Director of Human Resources | 40.0 | 0.0 | $122,572 | $0 | $17,172 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,062,170 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $83,001 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Dimella Shaffer | |||||
| 281 summer street | BOSTON | MA | 02210 | architectural | $382,214 |
| L M Company | |||||
| 140 Highland Street | PORT CHESTER | NY | 10573 | food services | $245,676 |
| KesslerCore | |||||
| PO Box 643920 | PITTSBURGH | PA | 15264 | rehab services | $228,434 |
| Unitex Textile | |||||
| 35 Washington St | PERTH AMBOY | NJ | 08861 | laundry services | $180,961 |
| Brickman Group LTD LLC | |||||
| 3630 Solutions Center | CHICAGO | IL | 606773006 | landscaping services | $169,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $262,303 | AllOtherContributionsAmt |
| Total Contributions | $262,303 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENTIAL FEES | 623990 | $13,548,886 | $13,548,886 |
| HEALTH CENTER FEES | 623990 | $4,963,153 | $4,963,153 |
| ENTRANCE FEES (AMORTIZED) | 623990 | $5,861,362 | $5,861,362 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,373,401 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,014,205 | TotalRevenueColumnAmt |
| Exclusion | $1,014,205 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $627,689 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $627,689 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $627,689 | TotalRevenueColumnAmt |
| Exclusion | $627,689 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANCILLARY RESIDENTIAL SERVICES | Desc |
| Business | 623990 | BusinessCd |
| Total Revenue Column | $1,485,000 | TotalRevenueColumnAmt |
| Exclusion | $1,485,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,485,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,762,598 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,373,401 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $3,126,894 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,860 | TotalAmt |
| Program Services | $43,860 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,351 | TotalAmt |
| Management And General | $406,351 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,642,992 | TotalAmt |
| Program Services | $6,778,236 | ProgramServicesAmt |
| Management And General | $864,756 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,521 | TotalAmt |
| Program Services | $489,193 | ProgramServicesAmt |
| Management And General | $86,328 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,435,678 | TotalAmt |
| Program Services | $1,220,326 | ProgramServicesAmt |
| Management And General | $215,352 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $634,689 | TotalAmt |
| Program Services | $539,486 | ProgramServicesAmt |
| Management And General | $95,203 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,899 | TotalAmt |
| Management And General | $44,899 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,800 | TotalAmt |
| Management And General | $77,800 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,295 | TotalAmt |
| Management And General | $225,295 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $740,005 | TotalAmt |
| Program Services | $540,000 | ProgramServicesAmt |
| Management And General | $200,005 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,517 | TotalAmt |
| Program Services | $415,276 | ProgramServicesAmt |
| Management And General | $267,241 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,330,516 | TotalAmt |
| Program Services | $3,330,516 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,974 | TotalAmt |
| Program Services | $10,867 | ProgramServicesAmt |
| Management And General | $32,107 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,493 | TotalAmt |
| Program Services | $5,953 | ProgramServicesAmt |
| Management And General | $8,540 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,470,845 | TotalAmt |
| Program Services | $2,421,428 | ProgramServicesAmt |
| Management And General | $49,417 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $895,402 | TotalAmt |
| Program Services | $895,402 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,928,379 | TotalAmt |
| Program Services | $3,849,811 | ProgramServicesAmt |
| Management And General | $78,568 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,096 | TotalAmt |
| Management And General | $268,096 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PURCHASED SERVICES | $2,014,749 | $1,410,571 | $604,178 |
| FOOD | $855,612 | $855,612 | |
| MEDICAL SUPPLIES | $341,344 | $341,344 | |
| BAD DEBT | $223,086 | $223,086 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,514 | TotalAmt |
| Program Services | $216,688 | ProgramServicesAmt |
| Management And General | $58,826 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,170,617 | TotalAmt |
| Program Services | $23,587,655 | ProgramServicesAmt |
| Management And General | $3,582,962 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,189 | BOYAmt |
| EOY | $10,729 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,403,621 | BOYAmt |
| EOY | $16,835,789 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,281,954 | BOYAmt |
| EOY | $971,434 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,371,187 | BOYAmt |
| EOY | $3,802,871 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $150,074,927 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,604,020 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,971,188 | BOYAmt |
| EOY | $111,470,907 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,442,695 | BOYAmt |
| EOY | $43,496,578 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,481,834 | BOYAmt |
| EOY | $176,588,308 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,668,959 | BOYAmt |
| EOY | $2,609,753 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,873,321 | BOYAmt |
| EOY | $99,004,989 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,130,622 | BOYAmt |
| EOY | $84,396,968 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,562,057 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,672,902 | BOYAmt |
| EOY | $188,573,767 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$12,930,497 | BOYAmt |
| EOY | -$12,529,027 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $739,429 | BOYAmt |
| EOY | $543,568 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$12,191,068 | BOYAmt |
| EOY | -$11,985,459 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,481,834 | BOYAmt |
| EOY | $176,588,308 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $591,981 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$134,096 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$32,354 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$219,922 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $515,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,085 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $184,367 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $215,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $262,303 | CurrentTaxYearAmt |
| Total | $1,276,511 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,177,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,680,745 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,945,931 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,858,895 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,858,401 | CurrentTaxYearAmt |
| Total | $131,521,317 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,692,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,779,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,130,298 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,074,549 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,120,704 | CurrentTaxYearAmt |
| Total | $132,797,828 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $132,797,828 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $970,381 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,118,229 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,191,839 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,152,134 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,014,205 | CurrentTaxYearAmt |
| Total | $5,446,788 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $970,381 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,118,229 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,191,839 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,152,134 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,014,205 | CurrentTaxYearAmt |
| Total | $5,446,788 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,662,828 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,898,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,322,137 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,226,683 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,134,909 | CurrentTaxYearAmt |
| Total | $138,244,616 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96060 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96078 | PublicSupportPY509Pct |
| Investment Income CY | 0.03940 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03922 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $131,030,359 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,996,994 | DepreciationAmt |
| Book Value | $99,033,365 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,911,138 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,359,738 | DepreciationAmt |
| Book Value | $2,551,400 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,133,430 | OtherCostOrOtherBasisAmt |
| Depreciation | $247,288 | DepreciationAmt |
| Book Value | $9,886,142 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $111,470,907 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CONSTRUCTION PAYABLE | $2,087,598 |
| RETAINAGE PAYABLE | $474,459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,562,057 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,292,166 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$134,096 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $663,664 | OtherRevenueAmt |
| Revenue Not Reported | $529,568 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,762,598 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $27,762,598 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,126,767 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $27,126,767 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $43,850 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $43,850 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,170,617 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part XI, Line 2D | Net Assets Released from Restriction: $(219,922) kendal on hudson charitable fund contributions: 883,531 kendal on hudson charitable fund Revenue 55 ---------- Total $ 663,664 Schedule D, part XII, line 4B RESIDENT SUBSIDY NETTED AGAINST REVENUE RECLASSED TO PART IX, LINE 2: $43,860 kendal on hudson charitable fund expenses: (10) -------- $43,850 |
| Schedule D, Part X, Line 2 | The Community follows the accounting guidance for uncertainties in income tax positions which requires that a tax position be recognized or derecognized based on a "more likely than not" threshold. This applies to positions taken or expected to be taken in a tax return. The Community does not believe its consolidated financial statements include any material uncertain tax positions. Koh's tax years ended December 31, 2011, 2012, 2013 and 2014 are still open to audit for both federal and state purposes. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Housing stipend (for resident unable to pay) | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $43,860 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 1 | FormAndLineReferenceDesc |
| Explanation | Kendal on Hudson issued one individual a stipend in 2014, and the amount was paid to a resident of the facility who was unable to meet his contractual obligation. No further monitoring of the stipend was required as the amount was specifically earmarked to cover a contractual obligation. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Patricia Doyle | ||||||||||||||
| Executive Director | $220,576 | $0 | $0 | $0 | $4,160 | $0 | $1,042 | $0 | $7,559 | $0 | $233,337 | $0 | $0 | $0 |
| Jennifer Anderson | ||||||||||||||
| CFO | $162,268 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,746 | $0 | $173,014 | $0 | $0 | $0 |
| Karen Harvatin | ||||||||||||||
| Health Services Administrator | $145,532 | $0 | $0 | $0 | $2,884 | $0 | $680 | $0 | $7,559 | $0 | $156,655 | $0 | $0 | $0 |
| Gower Lane | ||||||||||||||
| Director of Operations | $142,455 | $0 | $0 | $0 | $0 | $0 | $680 | $0 | $21,230 | $0 | $164,365 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| County of Westchester lDC | ||||||||
| A | 455135576 | 95737tab2 | 2013-04-18 | $68,330,445 | refund of bonds issued 2003 & 2007 | false | false | false |
| County of Westchester LDC | ||||||||
| B | 455135576 | 2014-05-07 | $18,000,000 | capital improvement | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,933,477 | $0 | $68,331,536 | $4,851,083 | $0 | $6,483,750 | $1,151,842 | $0 | $0 | $0 | $55,844,861 | $0 | 2013 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
| B | $0 | $0 | $18,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $18,000,000 | $0 | $0 | 2014 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Total Private Business UseTotalPrivateBusinessUsePct |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) | |
| B | false | false | false | false | 0.00000 | false | false | false | Yes (true) | 0.00000 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | Yes (true) | false | false | false | 0 | Yes (true) | Yes (true) |
| 0 | ||||||||
| B | false | Yes (true) | false | false | false | 0 | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part II | FormAndLineReferenceDesc |
| Explanation | Part II, Line 3: Amounts in excess of issue price represent investment earnings received on amounts in refunding escrow ($8) and amounts in the debt service reserve fund ($1,083). Part II, Line 13: The refunding was substantially complete in 2013. The bond-financed project was substantially complete in 2005. Part II, Lines 14 & 15: The bonds issued in 2013 were part of a multipurpose issue allocable to the refunding of the 2003 Bonds and the current refunding of the bonds issued in 2007 (the "2007 bonds"). The 2003 bonds had a series a and a series b. The series b bonds were advance refunded by the 2013 bonds. The series a bonds were current refunded by the 2013 bonds. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, LINE 7B | Kendal on Hudson is affiliated with Kendal New York through bylaw requirements. Kendal New York must approve the election of board members at Kendal on Hudson and any amendments to articles of incorporation or specific sections of the bylaws of Kendal on Hudson as well as the incurrence of debt of specific 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, LINE 11 | The Form 990 was prepared by an independent accounting firm in conjunction with the organization's financial department. A copy of the draft form 990 was circulated to the full board of trustees for discussion and comment. Each board member was provided ample opportunity to comment on the information contained in the 990 prior to its filing with the Internal Revenue Service. |
| FORM 990, PART VI, LINE 12 | Each officer, director, trustee and key employee of Kendal on Hudson is required to disclose any conflicts of interest that arise by virtue of employment, board service, or position with the organization. Kendal on Hudson monitors compliance with its conflict of interest policy through an annual questionnaire/disclosure statement that is distributed to these individuals. Potential conflicts are investigated immediately. |
| FORM 990, PART VI, LINE 15 | Kendal on Hudson undertakes a thorough process to ensure that the executive compensation it pays to its top management official and all of the other officers and key employees of the organization is reasonable given the market in which it operates. In relevant part, the board of directors has established a committee of independent persons that have no personal interest in the proposed compensation agreement. |
| FORM 990, PART VI, LINE 19 | The taxpayer makes its form 990 available to the public by retaining a copy at its place of business. The Form 990 is likewise published on the internet at www.guidestar.org. The organization's financial statements, governing documents and conflict of interest policy are not ordinarily made available to the public, but, if requested, will be provided at management's discretion. |
| Form 990, Part VII - Board of Directors | The organization's Board of Directors is comprised of 16 voting members. Keith Safian and John Diffey may attend board meetings by virtue of their respective positions as CEO of Phelps Memorial Hospital and Kendal of New York. Neither individual has a voting right. Jennifer Anderson, CFO, and Patricia Doyle, Executive Director, are officers of the corporation and employees of Kendal on Hudson. Both may attend board meetings, but neither can vote. |
| form 990, part XI, line 9 | Net assets released from restrictions for operations.........$(219,922) Total........................................................$(219,922) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| KENDAL AT OBERLIN | ||||||||||
| 600 KENDAL DRIVE | OBERLIN | OH | 44074 | 341567246 | OPERATE CCRC | OH | 501(C)(3) | 9 | NA | false |
| LEXINGTON RETIREMENT COMMUNITY INC | ||||||||||
| 160 KENDAL DRIVE | LEXINGTON | VA | 24450 | 541795871 | OPERATE CCRC | VA | 501(C)(3) | 9 | NA | false |
| KENDAL AT HANOVER | ||||||||||
| 80 LYME ROAD | HANOVER | NH | 03755 | 020519490 | OPERATE CCRC | NH | 501(C)(3) | 9 | NA | false |
| BARCLAY FRIENDS | ||||||||||
| 700 FRANKLIN STREET | WEST CHESTER | PA | 19380 | 232088476 | nursing home | PA | 501(C)(3) | 3 | NA | false |
| THE KENDAL CORPORATION | ||||||||||
| 1107 EAST BALTIMORE PIKE | KENNETT SQUARE | PA | 19348 | 232688382 | support svcs | PA | 501(C)(3) | 11 | NA | false |
| KENDAL CHARITABLE FUNDS | ||||||||||
| 1107 EAST BALTIMORE PIKE | KENNETT SQUARE | PA | 19348 | 232626425 | support svcs | PA | 501(C)(3) | 7 | NA | false |
| KENDAL NEW YORK | ||||||||||
| 1010 KENDAL WAY | SLEEPY HoLLOW | NY | 10591 | 061656576 | support svcs | NY | 501(C)(3) | 11 | NA | false |
| KENDAL CROSSLANDS COMMUNITIES | ||||||||||
| PO BOX 100 | KENNETT SQUARE | PA | 19348 | 231906212 | OPERATE CCRC | PA | 501(C)(3) | 9 | NA | false |
| KENDAL AT GRANVILLE | ||||||||||
| 2158 COLUMBUS ROAD | GRANTVILLE | OH | 43023 | 311657346 | OPERATE CCRC | OH | 501(C)(3) | 9 | NA | false |
| THE LATHROP COMMUNITIES | ||||||||||
| 100 BASSETT BROKK DRIVE | EAST HAMPTON | MA | 01027 | 042996627 | OPERATE ccrc | MA | 501(C)(3) | 9 | NA | false |
| kendal at home | ||||||||||
| 27519 DETROIT ROAD | WESTLAKE | OH | 44145 | 200548053 | OPERATE CcRC | OH | 501(C)(3) | 9 | NA | false |
| Kendal at Ithaca | ||||||||||
| 2230 N Triphammer Road | Ithaca | NY | 14850 | 521787487 | Operate CCRC | NY | 501(C)(3) | 9 | NA | false |
| The Admiral AT THE LAKE | ||||||||||
| 929 W FOSTER AVENUE | CHICAGO | IL | 60640 | 362171730 | operate ccrc | IL | 501(c)(3) | 9 | NA | false |
| COLLINGTON FOUNDATION INC | ||||||||||
| 10450 LOTTSFORD ROAD | MITCHELLVILLE | MD | 20721 | 522011239 | OPERATE CCRC | MD | 501(C)(3) | 11 | NA | false |
| Kendal on Hudson Charitable Fund | ||||||||||
| 1010 kendal way | sleepy hollow | NY | 10591 | 463359139 | support svcs | NY | 501(c)(3) | 9 | KOH | Yes (true) |
| CHANDLER HALL HEALTH SERVICES | ||||||||||
| 99 BARCLAY STREET | NEWTOWN | PA | 18940 | 232365124 | HEALTHCARE | PA | 501(C)(3) | 9 | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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