2012-08-09T15:20:50-05:00 2011-12-31 GRANT THORNTON LLP 666 THIRD AVENUE NEW YORK NY 100174057 990 2011-01-01 133971396 KENDAL ON HUDSON % JENNIFER ANDERSON KEND 9149221082 1010 kendal way sleepy hollow NY 10591 Barry Morris 2012-08-08 true 2125990100 2011 2016-02-24 21:20:13Z Patricia Doyle 1010 KENDAL WAY sleepy hollow NY 10591 27065191 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 14 248 0 0 0 515102 99085 24464755 24538991 1342134 1285361 790422 1141754 27112413 27065191 77832 54060 0 0 9907345 10569437 0 0 0 16099195 15220584 26084372 25844081 1028041 1221110 158393995 155433586 175109380 170414172 -16715385 -14980586 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 22998287 0 24538991 In 2011, Kendal on Hudson fulfilled its mission and charitable purpose by providing care and services to 301 Resident contract holders between the ages of 65 and 99. 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 108 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 2011 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 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. A group of 5 students worked closely with the Director of Nursing and the clinical team for 180 hours in the summer. Kendal on Hudson also provided community space at no charge to local Not-For-Profit Organizations for meetings and presentation, totaling approximately 61 hours, including time used in the swimming pool by other seniors. Senior Staff at Kendal, donated 75 hours of staff time in service to other organizations as unpaid volunteers and board members. Also during 2011, 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 $872,000 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 $54,016 for the 2011 fiscal year. Kendal on Hudson also provided subsidies to residents of $54,060 and charitable donations totaling $4,400 in support of other organizations that render services in health care and recreation to senior citizens and to children. 22998287 true false 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 false true 33 0 true 248 true false false false false false false false false false false X 14 14 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 Norma Ellis 4.0 X 0 0 0 MARGE GLUSKER 4.0 X 0 0 0 ED HANIN 4.0 X 0 0 0 LINDA MARTIN 4.0 X X 0 0 0 BILL MELVIN thru 102011 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 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 143680 0 21775 Patricia DOYLE 40.0 X 209018 0 10020 TODD NEAVIN thru 082011 40.0 X 131173 0 841 Karen Harvatin 40.0 X 129779 0 9719 CHRISTINE APPEL 40.0 X 122376 0 9148 Arien Jacot 40.0 X 109149 0 13341 gower lane 40.0 X 112727 0 24680 957902 0 89524 9 false true false ANGELS ON CALL 97 GLENEIDA AVE CARMEL NY 10512 CONTRACTED NURSES 191052 ANGELICA Textile Services PO BOX 823283 PHILADELPHIA PA 19182 LAUNDRY SERVICES 173930 TOTAL TURF PO BOX 527 FISHKILL NY 12524 landscaping services 136209 R V P Flooring Systems Inc 35 Commerce Drive CARMEL NY 10512 Installation Svcs. 121464 flagship networks po box 523 STRATFORD CT 06615 contracted it 120196 5 99085 99085 RESIDENTIAL FEES 623990 13814366 13814366 HEALTH CENTER FEES 623990 5672092 5672092 ENTRANCE FEES (AMORTIZED) 623990 5052533 5052533 24538991 1118229 1118229 0 0 167132 167132 167132 167132 0 0 0 ANCILLARY RESIDENTIAL SERVICES 623990 1141754 1141754 1141754 27065191 24538991 0 2427115 0 54060 54060 0 0 384495 384495 0 7455430 6788478 666952 518265 440525 77740 1585719 1347861 237858 625528 531699 93829 0 7722 7722 64800 64800 0 0 0 0 98946 98946 1755068 1494690 260378 0 0 2696891 2696891 3949 3949 0 69959 28228 41731 2665086 2611784 53302 1084390 1084390 4458730 4369555 89175 195976 195976 PURCHASED SERVICES 1576482 1172744 403738 BAD DEBT 215000 215000 LICENSE AND FEES 171304 6101 165203 CASH RECEIPT ASSESSMENT 156281 156281 25844081 22998287 2845794 0 0 0 7526779 7446587 0 0 1672810 1333750 0 0 0 0 0 0 0 0 5070805 4237773 137726547 26899641 114017290 110826906 30106311 31588570 0 0 0 0 0 0 0 0 158393995 155433586 1876584 1614635 0 0 97149212 97568348 72622857 71231189 0 0 0 0 0 0 0 0 3460727 0 175109380 170414172 X -17472007 -15720409 756622 739823 0 0 -16715385 -14980586 158393995 155433586 X 1221110 513689 X false true true X false X 186764 97691 175981 515102 99085 1074623 23172129 24234703 25258579 25177345 25680745 123523501 23358893 24332394 25434560 25692447 25779830 124598124 124598124 1419841 968300 960989 970381 1118229 5437740 1419841 968300 960989 970381 1118229 5437740 24778734 25300694 26395549 26662828 26898059 130035864 0.95818 0.95745 0.04182 0.04255 X 128795256 21823639 106971617 8931291 5076002 3855289 110826906 0 0 27065191 25844081 1221110 -44800 558489 513689 1734799 27524820 -44800 504429 459629 27065191 27065191 25790021 25790021 54060 54060 25844081 Reconciliation of net assets Schedule D, Part XI, line 8 Net Assets Released from Restriction.......$(115,884) Change in fair value of interest rate swap.................................620,313 RESIDENT SUBSIDY NETTED AGAINST REVENUE RECLASSED TO PART IX, LINE 2........54,060 --------- Total line 8................................$558,489 ========= Reconciliation of revenue Schedule D, part XII, line 2d Net Assets Released from Restriction.......$(115,884) Change in fair value of interest rate swap.................................620,313 --------- Total line 2d...............................$504,429 ========= RECONCILIATION OF EXPENSES PART XIII, LINE 4B RESIDENT SUBSIDY NETTED AGAINST REVENUE RECLASSED TO PART IX, LINE 2: $54,060 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) 3 54060 Schedule I, Part I, Line 1 Kendal on the Hudson issued four individual stipends in 2011, and those amounts were paid to residents of the facility who were unable to meet their contractual obligation. No further monitoring of the stipend was required as the amounts were specifically earmarked to cover a contractual obligation. X X X false false false false false false false false false JENNIFER ANDERSON 134248 0 4232 0 5200 0 1449 0 20326 0 165455 0 0 0 Patricia DOYLE 184963 0 22000 0 2055 0 1829 0 8191 0 219038 0 0 0 COUNTY OF WESTCHESTER IDA 521294265 967370AM0 2003-05-01 70848896 CONSTRUCTION OF CCRC BUILDING false false COUNTY OF WESTCHESTER IDA 521294265 957370AP4 2007-12-20 41350000 REFUND OF 2003 SERIES A BONDS false false 6030000 35540000 71907758 5636680 0 0 1416978 0 0 64843292 0 10808 2007 false false true true 205000 0 40684079 0 0 39356242 949200 0 0 378638 0 0 2007 false true true true false true false false 0.01000 0.00000 0.01000 true false true false false 0.01000 0.00000 0.01000 true false true false 0 true BAYERISCH LANDESBANK 9.7 true true false false true true LEHMAN BROTHERS 10. false false false 0 false false THE ISSUE PRICES REPORTED ON SCHEDULE K, PART I DO NOT MATCH THE TOTAL 0 PROCEEDS REPORTED IN SCHEDULE K, PART II. THIS DISCREPANCY IS DUE TO THE 0 FACT THAT KENDAL ON HUDSON EARNED INTEREST ON THE PROCEEDS BEFORE THEY 0 WERE ULTIMATELY SPENT. 0 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 a nationally renowned accounting firm in conjunction with the organizations 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 14 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 Unrealized Loss............................$(44,800) Change in fair value of interest swap rate................................620,313 Net assets released from restrictions for operations.............(115,884) RESIDENT SUBSIDY NETTED AGAINST REVENUE RECLASSED TO PART IX, LINE 2......54,060 --------- Total line 5...............................$513,689 ========= 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 false false false false false false false false false false true false false false false false true false