2013-08-14T16:40:42-05:00 2012-12-31 GRANT THORNTON LLP 666 THIRD AVENUE NEW YORK NY 100174057 990 2012-01-01 133971396 KENDAL ON HUDSON % JENNIFER ANDERSON KEND 9149221082 1010 kendal way Suite sleepy hollow NY 10591 EDWARD HANIN 9149221082 2013-08-14 true 2125990100 2012 2016-02-24 21:20:13Z Patricia Doyle 1010 KENDAL WAY sleepy hollow NY 10591 29041473 false X www.kohud.kendal.org X 1997 NY To provide innovative programs and services to foster the autonomy and well being of older adults in our community. 14 10 259 0 0 0 99085 184367 24538991 26348251 1285361 911175 1141754 1597680 27065191 29041473 54060 41712 0 0 10569437 11114268 0 0 0 15220584 15323571 25844081 26479551 1221110 2561922 155433586 157797479 170414172 169359538 -14980586 -11562059 X 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. false false 23324108 41712 26348251 In 2012, Kendal on Hudson fulfilled its mission and charitable purpose by providing care and services to 280 Resident contract holders between the ages of 67 and 100. As a type A 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 151 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 the Kendal on Hudson health center must be Medicaid or "Dual Eligible" persons. Care and services to residents include a resident care center where physicians visit on an as needed basis and a nurse practitioner is provided 6 days per week. In addition, the organization offers outpatient rehabilitation including physical and occupational therapy, as well as home care services. There is a Dietician who provides counseling on resident diets. The organization offers a comprehensive fitness and wellness program that includes a fitness center, indoor heated pool, and 25 exercise classes per week. During 2012 Kendal on Hudson provided services to the wider community by offering members of The Sleepy Hollow Senior Center and Tarrytown Seniors access to the swimming pool. To monitor activities by the swimming pool, 44 hours of Staff Lifeguard and 44 hours of Fitness Coordinator time was used for the year. The outreach department provided senior tours including lunch in collaboration with a local community hospital serving 50 persons and provided wellness education. The Organization sponsored and hosted our annual community health fair, inclusive of lectures and health screenings that was attended by over 300 seniors including Kendal residents and seniors from the surrounding towns. The organization sponsored an internship for a college bound student interested in serving the senior population. Room and board, meals and supervision were provided at a cost of approximately $7,500. Kendal on Hudson also provided community space at no charge to local Not-For-Profit Organizations for meetings and presentation, totaling approximately 75 hours, including time used in the swimming pool by other seniors. Senior Staff at Kendal, donated 85 hours of staff time in service to other organizations as unpaid volunteers and board members. Also during 2012, Kendal on Hudson participated in collage, 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. Overall, Kendal on Hudson provided $912,224 in the form of space, time and financial donations to the surrounding community, including an optional Payment in Lieu of Taxes to the town of Sleepy Hollow, NY. Internally, Kendal on Hudson provided its staff with a Tuition Assistance program for staff members interested in higher education courses. The total for this program was $137,150 for the 2012 fiscal year. Kendal on Hudson also provided subsidies to residents of $41,712 and charitable donations totaling $11,100 in support of other organizations that render services in health care and recreation to senior citizens and to children. 23324108 true true false false false false false false false false true false false false false true true false false false false false false false false false false false true true true false true false false false false false false false false false false false false false true false false false true 30 0 true 259 true false false false false false false false false false false X 14 10 false false false false false false true true true false true true true true true true true true true true false NY X JENNIFER ANDERSON 9149221082 1010 KENDAL WAY SLEEPY HOLLOW NY 10591 X Norma Ellis 4.0 X 0 0 0 MARGE GLUSKER 4.0 X 0 0 0 ED HANIN 4.0 X X 0 0 0 LINDA MARTIN 4.0 X X 0 0 0 HARRISON BLOOM 4.0 X 0 0 0 bard bunaes 4.0 X 0 0 0 EDWARD DOTY 4.0 X 0 0 0 MARY NICHOLS 4.0 X 0 0 0 JOAN OLTMAN 4.0 X 0 0 0 elizabeth enloe 4.0 X 0 0 0 LEN ANDREW 4.0 X 0 0 0 BARRY MORRIS 4.0 X X 0 0 0 clare pierson 4.0 X 0 0 0 JAMES WOOD 4.0 X 0 0 0 aubrey hawes 4.0 X 0 0 0 john a diffey 4.0 X 0 0 0 keith f safian 4.0 X 0 0 0 JENNIFER ANDERSON 40.0 X 151454 0 23438 Patricia DOYLE 40.0 X 224313 0 11892 Karen Harvatin 40.0 X 116684 0 11480 CHRISTINE APPEL 40.0 X 127861 0 10087 Gemma Maver 40.0 X 104739 0 9969 tina finnegan 40.0 X 102718 0 21278 gower lane 40.0 X 118246 0 27416 946015 0 115560 11 false true false UNITEX TEXTILE RENTAL 35 WASHINGTON STREET PERTH AMBOY NJ 08861 LAUNDRY SERVICES 171498 ANGELS ON CALL 880 SOUTH LAKE BLVD SUITE 101 10 MAHOPAC NY 10541 CONTRACTED NURSES 151573 CONSTELLATION NEW ENERGY 14217 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 ENERGY CONSULTANT 147387 L M COMPANY 140 HIGHLAND STREET PORTCHESTER NY 10573 CONSTRUCTION SVCS 118189 DIMELLA SHAFFER 281 SUMMER STREET BOSTON MA 02210 ARCHITECTS 108023 5 184367 184367 RESIDENTIAL FEES 623990 13979048 13979048 HEALTH CENTER FEES 623990 5866522 5866522 ENTRANCE FEES (AMORTIZED) 623990 6502681 6502681 26348251 1191839 1191839 0 0 0 0 0 -280664 -280664 -280664 -280664 0 0 0 ANCILLARY RESIDENTIAL SERVICES 623990 1597680 1597680 1597680 29041473 26348251 2508855 0 41712 41712 0 0 415788 415788 0 8082284 7262142 820142 546218 464285 81933 1405065 1194305 210760 664913 565176 99737 0 61739 61739 64800 64800 0 0 0 0 91440 91440 1916595 1638547 278048 0 0 2858702 2858702 6370 2194 4176 0 58184 24116 34068 2526203 2475679 50524 978487 978487 4407452 4319303 88149 243672 243672 PURCHASED SERVICES 1561924 1149718 412206 LICENSE AND FEES 231962 33701 198261 CASH RECEIPT ASSESSMENT 166041 166041 BAD DEBT 150000 150000 26479551 23324108 3155443 0 0 0 7446587 6300036 0 0 1333750 1140913 0 0 0 0 0 0 0 0 4237773 3964940 138691997 30939657 110826906 107752340 31588570 38639250 0 0 0 0 0 0 0 0 155433586 157797479 1614635 1953822 0 0 97568348 97641527 71231189 69764189 0 0 0 0 0 0 0 0 0 0 170414172 169359538 X -15720409 -12394026 739823 831967 0 0 -14980586 -11562059 155433586 157797479 X 2561922 907116 -50511 X false true X true X 97691 175981 515102 99085 184367 1072226 24234703 25258579 25177345 25680745 27945931 128297303 0 0 0 24332394 25434560 25692447 25779830 28130298 129369529 0 0 0 129369529 968300 960989 970381 1118229 1191839 5209738 0 968300 960989 970381 1118229 1191839 5209738 0 0 25300694 26395549 26662828 26898059 29322137 134579267 0.96129 0.95818 0.03871 0.04182 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 129274475 25180194 104094281 9417522 5759463 3658059 107752340 0 0 29856366 907116 -92223 814893 29041473 29041473 26437839 26437839 41712 41712 26479551 Reconciliation of revenue Schedule D, part XII, line 2d Net Assets Released from Restriction: $(92,223) RECONCILIATION OF EXPENSES PART XIII, LINE 4B RESIDENT SUBSIDY NETTED AGAINST REVENUE RECLASSED TO PART IX, LINE 2: $41,712 INCOME TAXES 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 financial statements include any material uncertain tax positions. true Housing Stipend (for Residents Unable to Pay) 1 41712 Schedule I, Part I, Line 1 Kendal on Hudson issued one individual a stipend in 2012, 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. X X X false false false false false false false true false JENNIFER ANDERSON 148415 0 0 0 3039 0 771 0 22667 0 174892 0 0 0 Patricia DOYLE 210178 0 10000 0 4135 0 2092 0 9800 0 236205 0 0 0 Part I, Line 7 A BONUS OF $10,000 WAS PAID TO THE EXECUTIVE DIRECTOR, PATRICIA DOYLE, FOR THE 2012 CALENDAR YEAR. THE BOARD HAS DISCRETION OVER THE AMOUNT PAID AS A BONUS. A COUNTY OF WESTCHESTER IDA 521294265 967370AM0 2003-05-01 70848896 CONSTRUCTION OF CCRC BUILDING false false false B COUNTY OF WESTCHESTER IDA 521294265 957370AP4 2007-12-20 41350000 REFUND OF 2003 SERIES A BONDS false false false A 0 35540000 71907758 5636680 0 0 1416978 0 0 64843292 0 10808 2007 false false true true B 215000 0 40684079 0 0 39356242 949200 0 0 378638 0 0 2007 false true true true A false true false false 0.01000 0.01000 B false true false false 0.01000 0.01000 A false true false 0 true BAYERISCH LANDESBANK 9.7 true true false B false true true LEHMAN BROTHERS 10. false false false 0 false false A false B false schedule k, part i & part ii 0 THE ISSUE PRICES REPORTED ON SCHEDULE K, PART I DO NOT MATCH THE TOTAL PROCEEDS REPORTED IN SCHEDULE K, PART II. THIS DISCREPANCY IS DUE TO THE FACT THAT KENDAL ON HUDSON EARNED INTEREST ON THE PROCEEDS BEFORE THEY WERE ULTIMATELY SPENT. 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 10 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 5 Net assets released from restrictions for operations.............$(92,223) RESIDENT SUBSIDY NETTED AGAINST REVENUE RECLASSED TO PART IX, LINE 2......41,712 --------- Total line 5.............................$50,511 ========= 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 207212734 522011239 OPERATE CCRC MD 501(C)(3) 11 NA false false false false false false false false false false false true false false false false false true false