KENDAL AT OBERLIN: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KENDAL AT OBERLIN (EIN 34-1567246)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-14
- IRS object ID
- 201402269349302555
- Schema version
- 2013v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-14T12:34:49-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 WGERMANTOWN PIKE STE400 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341567246 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDAL AT OBERLIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEND | BusinessNameControlTxt |
| Phone | 4407750094 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 KENDAL DRIVE | AddressLine1 |
| City | OBERLIN | City |
| State | OH | State |
| ZIP Code | 44074 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN M O'MALLEY | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4407750094 | PhoneNum |
| Signature | 2014-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNADETTE O'TOOLE CPA | PreparerPersonNm |
| PTIN | P00229258 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BARBARA THOMAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 KENDAL DRIVE | AddressLine1 |
| City | OBERLIN | City |
| State | OH | State |
| ZIP Code | 44074 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,908,665 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KAO.KENDAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | FOUNDED BY QUAKER VALUES, WE OFFER A VIBRANT, DIVERSE, CARING COMMUNITY FOR THE ELDERLY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 445 | TotalEmployeeCnt |
| Total Volunteers | 269 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $225,777 | PYContributionsGrantsAmt |
| CY Contributions Grants | $334,390 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,180,536 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,830,851 | CYProgramServiceRevenueAmt |
| PY Investment Income | $695,303 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,270,971 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,649 | PYOtherRevenueAmt |
| CY Other Revenue | -$300,317 | CYOtherRevenueAmt |
| PY Total Revenue | $17,107,265 | PYTotalRevenueAmt |
| CY Total Revenue | $17,135,895 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $130,079 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $197,291 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,585,507 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,695,410 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $4,429 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,640,557 | PYOtherExpensesAmt |
| CY Other Expenses | $7,661,322 | CYOtherExpensesAmt |
| PY Total Expenses | $15,360,572 | PYTotalExpensesAmt |
| CY Total Expenses | $15,554,023 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,746,693 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,581,872 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $73,610,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,578,732 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $54,993,659 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $66,251,297 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,617,050 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,327,435 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOUNDED ON QUAKER VALUES, WE OFFER OLDER PEOPLE A VIBRANT, DIVERSE, CARING COMMUNITY ENCOURAGING INDIVIDUAL LIFESTYLES BY PROMOTING INDEPENDENCE, CONTINUING LEARNING, CIVIC INVOLVEMENT WITH THE WIDER COMMUNITY, SOCIAL RELATIONSHIPS AND EXCELLENCE IN HEALTH CARE. KENDAL AT OBERLIN OPERATES A CONTINUING CARE RETIREMENT FACILITY IN OBERLIN, OH, CONSISTING OF 223 RESIDENTIAL UNITS WITH A COMMON FACILITY, 42 CERTIFIED AND LICENSED MEDICARE NURSING HOME BEDS AND 37 LICENSED UNITS FOR RESIDENTIAL CARE. PROGRAM SERVICE COSTS ALSO INCLUDE ADMISSION EXPENSES. SERVICES INCLUDE HOUSING, CENTRAL DINING, A FULL CONTINUUM OF CARE ON PREMISES, AS WELL AS SOCIAL, CULTURAL AND RECREATIONAL ACTIVITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,095,887 | ExpenseAmt |
| Grant | $197,291 | GrantAmt |
| Revenue | $15,830,851 | RevenueAmt |
| Desc | AS A NONPROFIT ORGANIZATION, KENDAL AT OBERLIN IS COMMITTED TO SOCIAL RESPONSIBILITY AND LEADERSHIP. DURING THE 2013 CALENDAR YEAR, KENDAL RESIDENTS, STAFF AND BOARD VOLUNTEERED MORE THAN 50,000 RECORDED HOURS OF SERVICE TO OVER 80 NONPROFIT ORGANIZATIONS LOCATED IN OBERLIN AND OTHER LORAIN COUNTY COMMUNITIES. KENDAL ENCOURAGES STAFF TO SHARE THEIR SKILLS AND KNOWLEDGE WITH LOCAL GROUPS, ESPECIALLY WHEN THE FOCUS IS THE AGING PROCESS AND ISSUES OF CONCERN TO OLDER ADULTS. KENDAL AT OBERLIN IS ACCREDITED BY THE COMMISSION ON ACCREDITATION AND REHABILITATION FACILITIES/THE CONTINUING CARE ACCREDITATION COMMISSION (CARF/CCAC).THE COMMISSION RE-ACCREDITED KENDAL AT OBERLIN FOR A FIVE YEAR ACCREDITATION TERM THROUGH 2017. KENDAL AT OBERLIN IS ALSO DESIGNATED AS A PERSON-CENTERED LONG-TERM CARE COMMUNITY WITH DEMENTIA CARE PROGRAMMING. KENDAL AT OBERLIN RECENTLY RECEIVED A PROGRAM DISTINCTION FROM GENERATIONS UNITED FOR ITS INTERGENERATIONAL PROGRAMMING. THE CITY OF OBERLIN WAS ALSO RECOGNIZED AS ONE OF ONLY FIVE CITIES RECEIVING THE MOST INTERGENERATIONAL COMMUNITIES' DESIGNATION. LEADING AGE, FORMERLY CALLED THE AMERICAN ASSOCATION OF HOMES AND SERVICES FOR THE AGING, FEATURED THE FOLLOWING PROGRAMS IMPLEMENTED BY KENDAL AT OBERLIN AS BEST PRACTICES; HUMAN RESOURCES APPROACH OF RECRUITING FROM WITHIN, WHICH HAS SUCCESSFULLY RECRUITED AND RETAINED CURRENT EMPLOYEES AS STATE TRAINED NURSING ASSISTANTS; THE FALLS AT RISK PROGRAM WHICH HAS REDUCED THE NUMBER OF RESIDENT FALLS AND INJURIES; RECEIVED THE PUBLIC TRUST AWARD FOR KENDAL AT OBERLIN'S PUBLICITY PLUGS PROGRAM FOR PROVIDING POSITIVE PUBLICITY FOR OBERLIN SCHOOLS. KENDAL AT OBERLIN HAS ALSO BEEN RECOGNIZED FOR EXCELLENCE IN SURVEY RESULTS (NO NURSING DEFICIENCIES); RATED AS A 5 STAR RATING BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES WHICH IS THE HIGHEST RATING POSSIBLE AND PLACED KENDAL AMONG THE TOP SKILLED NURSING FACILITIES IN THE STATE OF OHIO. KENDAL AT OBERLIN ALSO HAS AN EARLY LEARNING CENTER ON THE CAMPUS WHICH OFFERS INTERGENERATIONAL PROGRAMMING FOR THE RESIDENTS AND THE CHILDREN ATTENDING. IN 2013,KENDAL'S EARLY LEARNING CENTER RECEIVED A 5 STAR STEP-UP TO QUALITY AWARD (HIGHEST RATING) AS RECOGNITION OF THE EXCELLENT CHILD CARE PROGRAM AND ITS ONGOING COMMITTMENT TO CHILDREN. KENDAL AT OBERLIN HAS DEVELOPED AND IMPLEMENTED ITS FIRST TEN YEAR MASTER CAMPUS PLAN. KENDAL AT OBERLIN IS CURRENTLY IN THE PROCESS OF IMPLEMENTING ITS NEXT 10 YEAR MASTER PLAN THAT IS FOCUSED ON THE RENOVATIONS OF THE CLASSIC COTTAGES AND IMPROVEMENTS TO COMMUNITY SPACES. | Desc |
| Total Program Service Expenses | $13,095,887 | 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 | Yes (1) | 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 | Yes (1) | 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 | 0 | 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 | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 445 | 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 |
| Form8899 Filedind | 0 | Form8899Filedind |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (1) | 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 | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDAL AT OBERLIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4407750094 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 KENDAL DRIVE | AddressLine1 |
| City | OBERLIN | City |
| State | OH | State |
| ZIP Code | 44074 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE ANDREWS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL BOJANOWSKI | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MIDGE BRITTINGHAM | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LIZ BURGESS | ||||||||
| VICE CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JON CLARK | ||||||||
| PAST CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID CLASH | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN COOK | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| VANCE DEBOUTER | ||||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARY HABER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY MCKEE | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ED MILLER | ||||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOHN PICKEN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FERDINAND PROTZMAN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM RICE | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALISON SCOTT RICKER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT TAYLOR | ||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ANN O'MALLEY | ||||||||
| CHIEF FINANCIAL OFFICER | 60.00 | 0.00 | $156,357 | $0 | $9,378 | Yes (X) | ||
| BARBARA THOMAS | ||||||||
| EXECUTIVE DIRECTOR/CEO | 60.00 | 0.00 | $226,616 | $0 | $13,866 | Yes (X) | ||
| STACY TERRELL | ||||||||
| CHIEF HEALTH SVCS. OFFI | 60.00 | 0.00 | $106,183 | $0 | $18,897 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $489,156 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $42,141 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RLPS LLC | |||||
| 250 VALLEYBROOK DRIVE | LANCASTER | PA | 17601 | CONTRACTOR | $448,358 |
| THERAPY PARTNERS | |||||
| 16600 SPRAGUE ROAD SUITE 365 | MIDDLESBURG HTS | OH | 44130 | THERAPY PROVIDER | $347,393 |
| PULLIN PAINTING & REMODELING | |||||
| 1070 PLAZA DRIVE | AMHERST | OH | 44001 | PAINTING CONTRACTOR | $217,560 |
| FOLLEY ENTERPRISES LLC DBA TOTALLY FLOOR | |||||
| 45380 US HIGHWAY 20 STE A | OBERLIN | OH | 44074 | CONTRACTOR | $155,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $334,390 | AllOtherContributionsAmt |
| Total Contributions | $334,390 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT SERVICE FEES | 623990 | $9,855,779 | $9,855,779 |
| HEALTH CENTER FEES | 623990 | $3,374,243 | $3,374,243 |
| AMORTIZATION OF DEFERRED ENTRY FE | 623990 | $2,159,376 | $2,159,376 |
| OTHER REVENUE | 623990 | $319,226 | $319,226 |
| EARLY LEARNING CENTER | 623990 | $122,227 | $122,227 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,830,851 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $615,851 | TotalRevenueColumnAmt |
| Exclusion | $615,851 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,598 | 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 | $5,598 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,598 | TotalRevenueColumnAmt |
| Exclusion | $5,598 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,427,890 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,772,770 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $655,120 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $655,120 | TotalRevenueColumnAmt |
| Exclusion | $655,120 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS ON EXTINGUSIHMENT OF BONDS | Desc |
| Business | 999999 | BusinessCd |
| Total Revenue Column | -$305,915 | TotalRevenueColumnAmt |
| Exclusion | -$305,915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$305,915 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,135,895 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,830,851 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $970,654 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,291 | TotalAmt |
| Program Services | $197,291 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,297 | TotalAmt |
| Management And General | $531,297 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,211,217 | TotalAmt |
| Program Services | $4,533,759 | ProgramServicesAmt |
| Management And General | $677,458 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,788 | TotalAmt |
| Program Services | $419,156 | ProgramServicesAmt |
| Management And General | $62,632 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,054,836 | TotalAmt |
| Program Services | $917,707 | ProgramServicesAmt |
| Management And General | $137,129 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,272 | TotalAmt |
| Program Services | $328,855 | ProgramServicesAmt |
| Management And General | $87,417 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,265 | TotalAmt |
| Management And General | $15,265 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,564 | TotalAmt |
| Management And General | $56,564 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,439 | TotalAmt |
| Management And General | $161,439 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,971 | TotalAmt |
| Program Services | $410,197 | ProgramServicesAmt |
| Management And General | $32,774 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,968 | TotalAmt |
| Program Services | $210,793 | ProgramServicesAmt |
| Management And General | $43,175 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,561 | TotalAmt |
| Program Services | $70,186 | ProgramServicesAmt |
| Management And General | $14,375 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,930 | TotalAmt |
| Program Services | $117,802 | ProgramServicesAmt |
| Management And General | $24,128 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,155,668 | TotalAmt |
| Program Services | $2,112,555 | ProgramServicesAmt |
| Management And General | $43,113 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,837 | TotalAmt |
| Program Services | $57,278 | ProgramServicesAmt |
| Management And General | $8,559 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,560 | TotalAmt |
| Program Services | $16,147 | ProgramServicesAmt |
| Management And General | $2,413 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$86,304 | TotalAmt |
| Management And General | -$86,304 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,200 | TotalAmt |
| Management And General | $479,200 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,717,048 | TotalAmt |
| Program Services | $1,631,072 | ProgramServicesAmt |
| Management And General | $85,976 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,137 | TotalAmt |
| Program Services | $38,137 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD AND DINING | $938,603 | $938,603 | |
| MAINTENANCE & REPAIRS | $529,367 | $518,780 | $10,587 |
| MEDICAL SUPPLIES | $373,306 | $373,306 | |
| LICENSES & DUES | $224,347 | $186,208 | $38,139 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,855 | TotalAmt |
| Program Services | $18,055 | ProgramServicesAmt |
| Management And General | $32,800 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,554,023 | TotalAmt |
| Program Services | $13,095,887 | ProgramServicesAmt |
| Management And General | $2,458,136 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,297,527 | BOYAmt |
| EOY | $1,496,964 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,623,185 | BOYAmt |
| EOY | $477,801 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $996,233 | BOYAmt |
| EOY | $1,578,879 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,068 | BOYAmt |
| EOY | $83,345 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,571 | BOYAmt |
| EOY | $119,273 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,955 | BOYAmt |
| EOY | $110,377 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $61,557,117 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,129,409 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,404,863 | BOYAmt |
| EOY | $37,427,708 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,335,401 | BOYAmt |
| EOY | $44,878,555 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,389 | BOYAmt |
| EOY | $57,389 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $566,517 | BOYAmt |
| EOY | $2,348,441 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,610,709 | BOYAmt |
| EOY | $88,578,732 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,318,871 | BOYAmt |
| EOY | $1,605,570 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,309,949 | BOYAmt |
| EOY | $35,959,551 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,711,271 | BOYAmt |
| EOY | $28,260,731 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,000 | BOYAmt |
| EOY | $175,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,568 | BOYAmt |
| EOY | $250,445 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,993,659 | BOYAmt |
| EOY | $66,251,297 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,704,863 | BOYAmt |
| EOY | $19,297,785 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,807,187 | BOYAmt |
| EOY | $2,914,650 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,000 | BOYAmt |
| EOY | $115,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,617,050 | BOYAmt |
| EOY | $22,327,435 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,610,709 | BOYAmt |
| EOY | $88,578,732 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,581,872 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,010,543 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $117,970 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $451,669 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $302,263 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $235,268 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $225,777 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $334,390 | CurrentTaxYearAmt |
| Total | $1,549,367 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,542,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,164,724 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,738,510 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,180,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,830,785 | CurrentTaxYearAmt |
| Total | $76,457,226 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,994,340 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,466,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,973,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,406,313 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,165,175 | CurrentTaxYearAmt |
| Total | $78,006,593 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $65,989 | CurrentTaxYearMinus1YearAmt |
| Total | $65,989 | 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 Minus1 Year | $65,989 | CurrentTaxYearMinus1YearAmt |
| Total | $65,989 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $77,940,604 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $508,120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $653,329 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $636,544 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,230,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,045,825 | CurrentTaxYearAmt |
| Total | $4,074,141 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $508,120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $653,329 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $636,544 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,230,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,045,825 | CurrentTaxYearAmt |
| Total | $4,074,141 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,502,460 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,120,316 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,610,322 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,636,636 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,211,000 | CurrentTaxYearAmt |
| Total | $82,080,734 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94960 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95160 | PublicSupportPY509Pct |
| Investment Income CY | 0.04960 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04760 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| 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 | $132,708 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $16,382 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $306 | OtherExpendituresAmt |
| End Year Balance | $158,784 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,586 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14,353 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $231 | OtherExpendituresAmt |
| End Year Balance | $132,708 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $121,115 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $129 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,658 | OtherExpendituresAmt |
| End Year Balance | $118,586 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,226 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14,889 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $121,115 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $90,728 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $15,498 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$2,516 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,516 | OtherExpendituresAmt |
| End Year Balance | $106,226 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.87000 | 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 | $1,510,483 | OtherCostOrOtherBasisAmt |
| Book Value | $1,510,483 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,636,962 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,045,503 | DepreciationAmt |
| Book Value | $31,591,459 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,409,672 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,083,906 | DepreciationAmt |
| Book Value | $4,325,766 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,427,708 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BOND INTEREST PAYABLE | $75,042 |
| ANNUITY OBLIGATIONS | $154,726 |
| DUE TO AFFILIATE | $20,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $250,445 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,102,969 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,010,543 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $117,970 | OtherRevenueAmt |
| Revenue Not Reported | $2,128,513 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,974,456 | RevenueSubtotalAmt |
| Other Revenues Not Included | $161,439 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $161,439 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,135,895 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,392,584 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,392,584 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $161,439 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $161,439 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,554,023 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | A PORTION OF THE DEPOSITS REPRESENT REFUNDABLE ENTRANCE FEES UPON REOCCUPANCY OF THE UNITS. |
| PART V, LINE 4: | THE PURPOSE OF THIS ENDOWMENT FUND IS TO PROVIDE SUBSIDY FOR THE RESIDENTS OF KENDAL AT OBERLIN WHO ARE NOT ABLE TO CONTINUE TO PAY THEIR MONTHLY FEE AS WELL AS TO FUND TRAINING FOR STAFF |
| PART X, LINE 2: | FIN48 FOOTNOTE: THE COMMUNITY HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. THE COMMUNITY FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS, IF ANY. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON THE COMMUNITY'S FINANCIAL STATEMENTS. THE COMMUNITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE YEARS 2010 TO 2012 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE IN CHARITABLE UNITURST 201,571. DECREASE IN ANNUITY OBLIGATIONS -9,138. CHANGE IN POOLED INCOME FUNDS -74,463. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES DIRECTLY NETTED AGAINST REVENUE 161,439. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES DIRECTLY NETTED AGAINST REVENUE 161,439. |
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 | RESIDENT FINANCIAL SUPPORT | GrantTypeTxt |
| Recipient | 15 | RecipientCnt |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $197,291 | NonCashAssistanceAmt |
| Non Cash Assistance | TRANSFER OF FUNDS FROM RESIDENT ASSISTANCE FUND TO KENDAL AT OBERLIN'S RESIDENT REVENUE | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I PART III | FormAndLineReferenceDesc |
| Explanation | THE PURPOSE OF THE RESIDENT ASSISTANCE FUND IS TO PROVIDE FINANCIAL SUPPORT FOR THOSE RESIDENTS WHO ARE UNABLE TO PAY THEIR KENDAL MONTHLY FEE. THE RESIDENT ASSISTANCE FUND WAS ESTABLISHED TO PROVIDE MONTHLY FEE ASSISTANCE ON GRANT NEEDS TO RESIDENTS WHO HAVE OUTLIVED THEIR RESOURCES AND EXPERIENCING FINANCIAL DIFFICULTIES THROUGH NO FAULT OF THEIR OWN. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANN O'MALLEY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $153,194 | $0 | $3,163 | $0 | $0 | $0 | $9,378 | $0 | $0 | $0 | $165,735 | $0 | $0 | $0 |
| BARBARA THOMAS | ||||||||||||||
| EXECUTIVE DIRECTOR/CEO | $226,616 | $0 | $0 | $0 | $0 | $0 | $13,866 | $0 | $0 | $0 | $240,482 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| LORAIN COUNTY PORT AUTHORITY | ||||||||
| A | 300131427 | 2013-05-24 | $4,251,686 | FUND THE EXPANSION OF KENDAL AT OBERLIN'S DINING AND ASSISTED LIVING WING | 0 | 0 | 0 | |
| LORAIN COUNTY PORT AUTHORITY | ||||||||
| B | 300131427 | 2013-05-09 | $29,705,020 | REFUND THE 1998 BONDS AND FUND IMPROVEMENTS TO KENDAL AT OBERLIN'S CAMPUS | Yes (1) | Yes (1) | 0 | 54361RAA8 |
| (no name) | ||||||||
| B | ||||||||
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | In Reserve FundInReserveFundAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,251,686 | $20,629 | $4,251,686 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $22,409,348 | $552,180 | $12,175,611 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) | $386,023 | $9,295,534 |
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 | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 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 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART II, LINE 11 | FormAndLineReferenceDesc |
| Explanation | OTHER SPENT PROCEEDS - ISSUER'S FEE RELATED TO CONDUIT LOAN: $56,490 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | KENDAL NORTHERN OHIO IS THE SOLE MEMBER OF THE ENTITY. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE KENDAL CORPORATION, A NONPROFIT SUPPORTING ORGANIZATION HAS CERTAIN RESERVE POWERS THAT ARE SUBJECT TO THEIR APPROVAL. THE RESERVE POWERS ARE OUTLINED IN THE ORGANIZATION'S BY-LAWS. THE KENDAL CORPORATION MUST APPROVE THE ELECTION OF BOARD MEMBERS OF THE COMMUNITY AND ANY AMENDMENTS TO THE BY-LAWS OR ARTICLES OF INCORPORATION OF THE COMMUNITY AS WELL AS THE INCURRENCE OF DEBT; CHANGES IN CORPORATE PURPOSE; USE OF THE NAME "KENDAL" THE SUBSTANCE OF RESIDENT CONTRACTS; THE PURCHASE, SALE, LEASE OR OTHER DISPOSITION OF ANY REAL ESTATE OF IMPROVEMENTS THEREON OF A SPECIFIC VALUE; ANY DISSOLUTION, MERGER WITH ANOTHER ENTITY, DIVISION OR ACQUIRING CONTROL OF ANOTHER ENITY. |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT FORM 990 IS DISTRIBUTED TO KENDAL AT OBERLIN'S BOARD OF DIRECTORS FOR REVIEW AND COMMENTS PRIOR TO THE COMPLETION OF THE FINAL ELECTRONIC FILING OF THE FORM 990. THE GOVERNANCE COMMITTEE HAS INSTRUCTED THE CHAIR OF THE BOARD AND THE TREASURER TO COMPLETE A DETAILED REVIEW AND APPROVAL OF THE FORM 990 PRIOR TO SUBMITTING TO THE FULL BOARD OF DIRECTORS. A HARD COPY IS ALSO MAINTAINED IN THE ADMINISTRATIVE OFFICES OF KENDAL AT OBERLIN FOR PUBLIC INSPECTION REQUESTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS AND KEY STAFF (MANAGEMENT AND SUPERVISORS) OF THE ORGANIZATION COMPLETE A CONFLICT OF INTEREST STATEMENT. THIS INFORMATION IS SUMMARIZED AND REVIEWED BY THE BOARD OF DIRECTORS FOR AWARENESS. ALL KNOWN CONFLICTS ARE IDENTIFIED AGAIN IF THEY RELATE TO A SPECIFIC TRANSACTION THAT IS BEING CONSIDERED. THE PERSON WHO HAS THE CONFLICT WOULD NOT BE INVOLVED WITH THE DISCUSSIONS OR DECISION MAKING PROCESS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS ESTABLISHED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS UTILIZES INDEPENDENT SALARY SURVEYS FROM THE NATIONAL INDUSTRY ASSOCIATION, THE STATE INDUSTRY ASSOCIATION AND A LOCAL SALARY SURVEY. ADDITIONAL INFORMATION AND SUPPORT IS ALSO OBTAINED FROM THE KENDAL CORPORATION. COMPENSATION OF OTHER KEY EMPLOYEES ALSO UTILIZES INDEPENDENT SALARY SURVEYS FROM NATIONAL, STATE AND LOCAL SOURCES. THIS INFORMATION IS REVIEWED WITH THE CHAIR OF THE BOARD ON AN ANNUAL BASIS. THIS PROCESS WAS LAST REVIEWED IN SEPTEMBER OF 2013. COMPENSATION OF OTHER KEY EMPLOYEES IS ALSO DETERMINED BY INDEPENDENT SALARY SURVEYS FROM NATIONAL, STATE AND LOCAL SOURCES. THIS IS ALSO TIED TO THE OVERALL PERFORMANCE OF THE KEY EMPLOYEES. THIS INFORMATION IS REVIEWED WITH THE CHAIR OF THE BOARD ON AN ANNUAL BASIS. THIS PROCESS WAS LAST REVIEWED IN JULY OF 2013. |
| FORM 990, PART VI, SECTION C, LINE 19 | KENDAL AT OBERLIN PUBLISHES A COMPREHENSIVE DISCLOSURE STATEMENT THAT INCLUDES INFORMATION ON THE BOARD OF DIRECTORS, THE ORGANIZATION AND ITS AFFILIATE RELATIONSHIPS, CONTRACT INFORMATION AND SERVICES PROVIDED, CONTRACT PRICING AND REFUND POLICIES AND CONDITIONS. THE DISCLOSURE STATEMENT ALSO INCLUDES THE AUDITED FINANCIAL STATEMENTS AND THE RELATED FOOTNOTES, ADDITIONAL FINANCIAL HIGHLIGHTS AND BUDGET INFORMATION. THIS IS PUBLISHED ANNUALLY AND IS PROVIDED TO THE CURRENT RESIDENTS OF KENDAL AT OBERLIN, THE PRIORITY LIST MEMBERS OF KENDAL AT OBERLIN AND ANY REQUESTS WE OBTAIN THROUGHOUT THE YEAR. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE IN UNITRUST 201,571. CHANGE IN ANNUITY OBLIGATION -9,138. CHANGE IN POOLED INCOME FUNDS -74,463. |
| FORM 990, PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (16 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| KENDAL AT ITHACA | ||||||||||
| 2230 NORTH TRIPHAMMER RD | ITHACA | NY | 14850 | 521787487 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | NY | 501(C) | LINE 9 | 0 | |
| KENDAL ON HUDSON | ||||||||||
| 1010 KENDAL WAY | SLEEPY HOLLOW | NY | 10591 | 133971396 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | NY | 501(C) | LINE 9 | 0 | |
| THE KENDAL CORPORATION THE KENDAL COMMUNITIES DEVELOPMENT | ||||||||||
| 1107 E BALTIMORE PIKE | KENNETT SQUARE | PA | 19348 | 232688382 | SUPPORTING ORGANIZATION THAT PROVIDES MANAGEMENT SUPPORT AND SERVICES | PA | 509(A) | LINE 11C, III-FI | 0 | |
| KENDAL CHARITABLE FUNDS | ||||||||||
| 1107 E BALTIMORE PIKE | KENNETT SQUARE | PA | 19348 | 232626425 | MANAGE CHARITABLE CONTRIBUTIONS | PA | 501(C) | LINE 7 | 0 | THE KENDAL CORPORATION |
| KENDAL AT HANOVER | ||||||||||
| 80 LYME RD | HANOVER | NH | 03755 | 020519490 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | NH | 501(C) | LINE 9 | 0 | |
| BARCLAY FRIENDS | ||||||||||
| 700 N FRANKLIN ST | WEST CHESTER | PA | 19380 | 232088476 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C) | LINE 9 | 0 | |
| KENDAL-CROSSLANDS COMMUNITIES | ||||||||||
| 1107 E BALTIMORE PIKE | KENNETT SQUARE | PA | 19348 | 231906212 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C) | LINE 9 | 0 | |
| KENDAL AT GRANVILLE | ||||||||||
| 2158 COLUMBUS ROAD | GRANVILLE | OH | 43023 | 311657346 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | OH | 501(C) | LINE 9 | 0 | |
| KENDAL AT HOME | ||||||||||
| 27519 DETROIT ROAD | WESTLAKE | OH | 44145 | 200548053 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | OH | 501(C) | LINE 9 | 0 | |
| THE LATHROP COMMUNITIES | ||||||||||
| 100 BASSETT BROOK DRIVE | EASTHAMPTON | MA | 01027 | 042996627 | OPERATES A 55 & OVER COMMUNITY | MA | 501(C) | LINE 9 | 0 | |
| KENDAL AT LEXINGTON | ||||||||||
| 160 KENDAL DRIVE | LEXINGTON | VA | 24450 | 541795871 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | VA | 501(C) | LINE 9 | 0 | |
| KENDAL NEW YORK | ||||||||||
| 1010 KENDAL WAY | SLEEPY HOLLOW | NY | 10591 | 061656576 | PROVIDE SUPPORTING SERVICES IN OPERATION OF KENDAL ON HUDSON AND ITHACA | NY | 501(C) | LINE 11C, III-FI | 0 | THE KENDAL CORPORATION |
| KENDAL NORTHERN OHIO | ||||||||||
| 600 KENDAL DRIVE | OBERLIN | OH | 44074 | 200547957 | SUPPORTING ORGANIZATION FOR KENDAL AT OBERLIN AND KENDAL AT HOME | OH | 501(C) | LINE 11C, III-FI | 0 | |
| COLLINGTON EPISCOPAL LIFECARE COMMUNITY INC | ||||||||||
| 10450 LOTTSFORD ROAD | MITCHELLVILLE | MD | 20721 | 521281156 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C) | LINE 9 | 0 | |
| THE ADMIRAL AT THE LAKE | ||||||||||
| 929 WEST FOSTER AVENUE | CHICAGO | IL | 60640 | 362171730 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | IL | 501(C) | LINE 9 | 0 | |
| CHANDLER HALL HEALTH SERVICES INC | ||||||||||
| 99 BARCLAY STREET | NEWTON | PA | 18940 | 232365124 | OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C) | LINE 9 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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