2024-10-31T13:12:47-05:00 2023-12-31 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2023-01-01 200548053 KENDAL AT HOME KEND 4408358681 26040 DETROIT ROAD 1 WESTLAKE OH 44145 LYNNE GIACOBBE CEO 4408358681 2024-10-29 1 0 CHRISTOPHER B ANDERSON P00226559 2163630100 2023 2024-10-15 13:58:12Z LYNNE GIACOBBE 26040 DETROIT ROAD STE 1 WESTLAKE OH 44145 6609723 0 X WWW.KAHOME.KENDAL.ORG X 2004 OH KENDAL AT HOME ADVOCATES FOR WELLNESS, HEALTH, AND SUCCESSFUL AGING, REGARDLESS OF AN INDIVIDUAL'S CHOSEN PLACE OF RESIDENCE. 11 11 19 0 0 0 30943 446423 5525270 5894351 159061 202932 0 66017 5715274 6609723 11215 6509 0 0 1602289 1649451 0 0 0 4597512 4150475 6211016 5806435 -495742 803288 7378560 8497195 15098996 14794917 -7720436 -6297722 X KENDAL AT HOME ADVOCATES FOR WELLNESS, HEALTH, AND SUCCESSFUL AGING, REGARDLESS OF AN INDIVIDUAL'S CHOSEN PLACE OF RESIDENCE. 0 0 4209251 6509 5960368 KENDAL COMMUNITIES WERE ESTABLISHED WITH THE NOBLE PURPOSE OF ADDRESSING THE EVOLVING NEEDS OF OLDER ADULTS BY OFFERING INNOVATIVE SERVICES THAT PROMOTE WELLNESS AND DIGNITY IN HEALTH CARE. AMONG THESE COMMUINITIES KENDAL AT HOME UNIQUELY PROVIDES THIS CARE IN THE SETTING MEMBERS CALL HOME PROMOTING INDEPENDENCE, ADAPTABILITY, SOCIAL CONNECTION, AND LIFELONG LEARNING.AS PART OF OUR NOT-FOR-PROFIT MISSION, WE ENDEAVOR TO CONTINUALLY IDENTIFY INNOVATIONS IN AGING AND EDUCATE THOSE WITHIN THE KENDAL AT HOME NETWORK ON SOME OF THE MOST PROMINENT HEALTHCARE CHALLENGES FACING OLDER ADULTS TODAY. OUR PRIMARY FOCUS AREAS ARE FALL PREVENTION AND COGNITIVE IMPAIRMENT. IT IS ALARMING THAT EVERY SECOND OF EVERY DAY, AN OLDER ADULT (AGE 65+) IN THE US SUFFERS A FALL; THESE ARE THE LEADING CAUSE OF INJURY AND INJURY-RELATED DEATH IN THIS AGE GROUP. KENDAL AT HOME CONTINUED FACILITATING STEPPING ON, AN EVIDENCE-BASED EDUCATIONAL WORKSHOP AIMED AT PREVENTING FALLS IN OLDER ADULTS, IN 2023. AS PUBLISHED IN THE JOURNAL OF THE AMERICAN GERIATRICS SOCIETY, THIS PROGRAM WAS FOUND TO HELP REDUCE THE LIKELIHOOD OF FALLS BY 31 PERCENT. UTILIZING ADDITIONAL GRANTS FROM THE OHIO DEPARTMENT OF AGING, AN ADDITIONAL CARE COORDINATOR STAFF MEMBERS WAS TRAINED AND CERTIFIED TO TEACH THIS PROGRAM. WE TAKE PRIDE IN BEING THE FIRST TO BE ABLE TO OFFER THE TRAINING VIRTUALLY. SINCE OBTAINING OUR CREDENTIALS, WE HAVE SUCCESSFULLY CONDUCTED QUARTERLY CLASSES AND TRAINED 49 MEMBERS MAKING A TANGIBLE IMPACT ON THEIR SAFETY AND WELL-BEING.TO FURTHER ENGRAIN THESE TEACHINGS IN OUR SERVICE TO MEMBERS, KENDAL AT HOME EMBARKED ON OTHER COMPREHENSIVE PROGRAMS FOR MEMBERS.OUR CARE IN HOME INITIATIVE EXTENDS FOUR PERSONAL TRAINING SESSIONS PER YEAR TO HELP MEMBERS MAINTAIN AND IMPROVE THEIR BALANCE THROUGH TRAINING CONDUCTED IN THE PRIVACY AND COMFORT OF THEIR OWN HOME. PARTICIPATION IN THIS INITIATIVE HAS BEEN REMARKABLE, WITH 95 MEMBERS PARTICIPATING IN OVER 440 HOURS OF PERSONAL TRAINING IN 2023, REPRESENTING A 20% INCREASE FROM THE PRIOR YEAR. IN CONJUNCTION WITH IN-HOME PERSONAL TRAINING, WE HAVE INTRODUCED OTHER EFFECTIVE PROGRAMS LIKE BALLOFLEX, A SMALL GROUP SEATED EXERCISE PROGRAM, AND SPIRO 100, WHICH PROVIDES VIDEO STREAMING FITNESS AND WELLNESS CLASSES FOR OLDER ADULTS. BEYOND PHYSICAL HEALTH, THE KENDAL AT HOME TEAM IS DEEPLY COMMITTED TO RAISING AWARENESS ABOUT COGNITIVE IMPAIRMENT AND BUILDING DEMENTIA-FRIENDLY COMMUNITIES. WE PROUDLY PARTICIPATE IN THE DEMENTIA FRIENDS PROGRAM, WHICH IS A GLOBAL MOVEMENT THAT IS CHANGING THE WAY PEOPLE THINK, ACT, AND TALK ABOUT DEMENTIA. EVERY STAFF MEMBER WITHIN OUR NETWORK IS TRAINED TO BE A DEMENTIA CHAMPION. AS PART OF THIS PROGRAM, WE REGULARLY FACILITATE TRAININGS FOR FRONTLINE HEALTHCARE WORKERS (SUCH AS FIREFIGHTERS AND PARAMEDICS), AND WE PARTNER WITH LOCAL MUNICIPALITIES TO EDUCATE THOSE COMMUNITY MEMBERS WHO SEEK TO BETTER UNDERSTAND THE UNIQUE NEEDS OF AND MAKE A POSITIVE IMPACT ON OLDER ADULTS LIVING WITH DEMENTIA. IN ALL, WE HAVE TRAINED OVER 130 PEOPLE THROUGH OUR PARTICIPATION IN THIS PROGRAM, 89 IN 2024.IN LINE WITH OUR MISSION, WE CONTINUOUSLY STRIVE TO ENHANCE THE CARE WE PROVIDE TO OUR MEMBERS ENSURING IT REMAINS RESPONSIVE TO THE EVOLVING NEEDS AND CHALLENGES OF OLDER ADULTS.WE EMBRACE A CULTURE OF GENEROSITY AND RESPONSIBILITY, WITH ALL KENDAL AT HOME STAFF ACTIVELY ENGAGING IN COMMUNITY BENEFIT ACTIVITIES THROUGHOUT THE YEAR. SHARING TIME AND KNOWLEDGE FROM SOME OF THE INITIATIVES PREVIOUSLY MENTIONED, RAISING FUNDS AND AWARENESS FOR ALZHEIMER'S BY PARTICIPATING IN THE COMMUNITY WALK TO END ALZHEIMER'S, AND SERVING ON STATE AND LOCAL ORGANIZATIONS TAKING AN ACTIVE ROLE IN AGING ISSUES. IN 2023 THESE EFFORTS OF OUR FIFTEEN STAFF MEMBERS GENERATED 320 HOURS OF SERVICE, DIRECTLY SERVING 298 PEOPLE, AND TOUCHING COUNTLESS OTHERS. THE VALUE OF ALL EFFORTS WAS $27,628 WITH COUNTLESS INTANGIBLE BENEFITS TO BOTH STAFF AND THOSE THEY SERVED.AS WE LOOK TO THE FUTURE, OUR COMMITMENT TO EXCELLENCE AND COMPASSIION IN ELDER CARE REMAINS UNWAVERING. WE WILL CONTINUE TO EVOLVE AND ADAPT OUR SERVICES TO MEET THE NEEDS OF OLDER ADULTS, WITH THE ULTIMATE GOAL OF FOSTERING A SOCIETY THAT VALUES AND SUPPORTS THE WELL-BEING AND DIGNITY OF OUR AGING POPULATION. 4209251 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 52 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 1 1 1 0 OH KY MA X KAREN GRAHAM 4408358681 26040 DETROIT ROAD STE 1 WESTLAKE OH 44145 ALAN KOLP CHAIR 2.00 X X 0 0 0 ALLEN MIX VICE CHAIR 2.00 X X 0 0 0 HEATHER AHERN SECRETARY & TREASURER 2.00 X X 0 0 0 ANDREW FAUVER BOARD MEMBER 1.00 X 0 0 0 EDNA CHUN BOARD MEMBER 1.00 X 0 0 0 FRANCIS MARTINES BOARD MEMBER 1.00 X 0 0 0 JOSEPH HAUBRICH BOARD MEMBER 1.00 X 0 0 0 JEFF POLLACK BOARD MEMBER 1.00 X 0 0 0 ROSA LICEA-MAILLOUX BOARD MEMBER 1.00 X 0 0 0 COLLEEN RYAN MALLON BOARD MEMBER 1.00 X 0 0 0 MARY PICKEN BOARD MEMBER 1.00 X 0 0 0 LYNNE GIACOBBE CEO 50.00 X 216503 0 14459 KAREN GRAHAM CFO 50.00 X 138647 0 9579 MARLA GORDON DIR.-CLINICAL SERVICES 50.00 X 112618 0 7716 467768 0 31754 3 0 1 0 HOME HELPERS HOME CARE 1991 CROCKER ROAD WESTLAKE OH 44145 HOME HEALTH CARE 337104 ASSISTING HANDS OF GREATER CLEVELAND 1440 ROCKSIDE ROAD PARMA OH 44134 HOME HEALTH CARE 291626 BRODUER PARTNERS 535 BOYLSTON STREET FL 10 BOSTON MA 02116 MARKETING 262789 JUDSON PO BOX 638360 CINCINNATI OH 45263 FACILITY CARE 255487 IN HOUSE HEALTHCARE INC 978 EAST AURORA ROAD MACEDONIA OH 44056 HOME HEALTH CARE 226658 12 446423 446423 MEMBER SERVICE FEES 621610 3296917 3296917 AMORT.OF DEF.ENTRY FEE 621610 1317903 1317903 HOME CARE REVENUE 621610 1269331 1269331 APPLICATION FEES 621610 10200 10200 5894351 176251 176251 26681 0 26681 26681 26681 OTHER REVENUE 621610 66017 66017 66017 6609723 5960368 0 202932 6509 6509 379188 211647 167541 1073268 552318 520950 -48484 8179 -56663 137066 88757 48309 108413 59754 48659 345224 133447 211777 1947 702 1245 20750 7477 13273 32456 32456 337495 337495 93695 11108 82587 73475 47759 25716 89702 57723 31979 74693 52488 22205 42812 23971 18841 5551 5551 154091 100159 53932 9802 9802 14680 9542 5138 HOME HEALTH CARE 2799801 2799801 DUES&SUBSCRIPTIONS 13277 9221 4056 TELEPHONE 12903 8387 4516 EMPLOYEE RECRUITMENT 4272 2409 1863 23849 17893 5956 5806435 4209251 1597184 0 864447 1218363 879201 175878 103087 115262 228255 209716 22181 18539 5379259 6911448 130385 57705 7378560 8497195 300558 176697 14369670 14581744 318690 0 110078 36476 15098996 14794917 X -7788534 -6367611 68098 69889 -7720436 -6297722 7378560 8497195 803288 619426 0 X 0 1 X 1 0 X 9877 16664 248004 30943 446423 751911 3845075 4487480 5014439 5525270 5894351 24766615 3854952 4504144 5262443 5556213 6340774 25518526 4425 5650 675 2250 10850 23850 0 4425 5650 675 2250 10850 23850 25494676 128615 128441 124371 134529 176251 692207 128615 128441 124371 134529 176251 692207 603 66017 66620 3983567 4632585 5387417 5690742 6583042 26277353 0.97020 0.97340 0.02630 0.02580 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 603. 2023 AMOUNT: $ 66,017. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14538 14538 0 213717 195178 18539 18539 OPERATING LEASE LIABILITY 36476 36476 X 7196693 619426 619426 6577267 32456 32456 6609723 5773979 0 5773979 32456 32456 5806435 PART X, LINE 2: FIN 48/ASC 740 FOOTNOTE: INCOME TAXES - KENDAL 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. KENDAL 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 POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON KENDAL'S FINANCIAL STATEMENTS. X X X 0 0 0 0 0 0 0 0 0 LYNNE GIACOBBE CEO 216503 0 0 0 0 0 12664 0 1795 0 230962 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBER OF THE ORGANIZATION - THE KENDAL CORPORATION, A SEC. 501(C)(3) PUBLIC CHARITY, IS THE SOLE MEMBER OF KENDAL AT HOME. FORM 990, PART VI, SECTION A, LINE 7A POWERS OF THE MEMBER - THE DIRECTORS SHALL SEEK AND MUST OBTAIN THE APPROVAL OF THE KENDAL CORPORATION WITH RESPECT TO THE SELECTION OF NEW MEMBERS OF THE BOARD OF DIRECTORS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS RESERVED TO THE MEMBER - THE DIRECTORS SHALL SEEK AND MUST OBTAIN THE APPROVAL OF THE KENDAL CORPORATION WITH RESPECT TO THE FOLLOWING: CHANGES IN CORPORATE PURPOSES; THE INCURRING OF INDEBTEDNESS WITH A VALUE LARGER THAN THAT SPECIFIED IN THE MOST RECENT AFFILIATION AGREEMENT; THE CORPORATION'S USE OF THE NAME "KENDAL; THE SUBSTANCE OF RESIDENT CONTRACTS; THE PURCHASE, SALE, LEASE, OR OTHER DISPOSITION OF ANY REAL ESTATE OR IMPROVEMENTS; DISSOLUTION, MERGER, OR ACQUISITION OF ANOTHER ENTITY; SELECTION OF NEW MEMBERS TO THE BOARD OF DIRECTORS; AND AMENDMENTS TO THE ARTICLES OF INCORPORATION OR THE BY-LAWS. FORM 990, PART VI, SECTION A, LINE 8B MINUTES OF COMMITTEES - NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 - FORM 990 AND ALL ACCOMPANYING SCHEDULES ARE PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. KENDAL AT HOME PROVIDES A COPY OF FORM 990 TO THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL. FORM 990 IS ALSO PROVIDED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING FOR THEIR AWARENESS AND ACCEPTANCE. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT POLICY - THE CONFLICT OF INTEREST POLICY APPLIES TO OFFICERS, KEY EMPLOYEES (IF ANY), AND THE BOARD OF DIRECTORS. KENDAL AT HOME'S GOVERNANCE COMMITTEE OF THE BOARD REVIEWS ALL OF THE COMPLETED CONFLICT OF INTEREST STATEMENTS. THIS INFORMATION IS SUMMARIZED AND SHARED WITH THE FULL BOARD OF DIRECTORS FOR THEIR AWARENESS OF ANY POTENTIAL CONFLICTS. IF A PERSON HAS A CONFLICT, IT IS DISCLOSED AND THEY WILL NOT PARTICIPATE IN THE DECISION MAKING PROCESS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW AND APPROVAL - INDEPENDENT SALARY STUDIES ARE CONDUCTED AS PART OF THE ANNUAL BUDGET PROCESS. KENDAL AT HOME CURRENTLY USES ERI DATA AS THE SOURCE, AND STUDIES ARE RUN BASED ON THE GEOGRAPHIC LOCATION OF THE POSITION. KENDAL AT HOME HAS ADOPTED A BOARD-APPROVED COMPENSATION PLAN WHICH OUTLINES THE GOALS AND PROCESSES UNDER WHICH SALARY CHANGES ARE MADE. FOR THE CEO'S COMPENSATION, A BROADER SALARY STUDY IS PERFORMED BY KENDAL CORPORATION'S VP OF HUMAN RESOURCES. INFORMATION IS PROVIDED TO THE BOARD OF DIRECTORS WHO CONDUCTS THE ANNUAL PERFORMANCE REVIEW OF THE CEO AND ESTABLISHES ANY/ALL CHANGES TO HIS/HER COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS - THE AUDITED FINANCIAL STATEMENTS ARE INCLUDED AS PART OF THE ANNUAL DISCLOSURE STATEMENT. AN ELECTRONIC COPY IS POSTED ON OUR WEBSITE AND MEMBERS ARE NOTIFIED WHEN IT IS UPDATED. THE ELECTRONIC COPY IS AVAILABLE FOR DOWNLOAD TO MEMBERS. THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE FOR PUBLIC INSPECTION. THE KENDAL CORPORATION 1107 BALTIMORE PKE KENNETT SQUARE PA 19348 232688382 DEVELOP AND PROVIDE ADMINISTRATION PA 501(C)(3) LINE 12C, III-FI N/A 0 KENDAL AGING 300 PAGE ST SAN FRANCISCO CA 94102 823361136 PROVIDE SUPPORT SERVICES IN THE OPERATION OF KENDAL AT SONOMA, A ZEN-INSPIRE CA 501(C)(3) LINE 12B, II THE KENDAL CORPORATION 0 KENDAL CHARITABLE FUNDS 1107 BALTIMORE PKE KENNETT SQUARE PA 19348 232626425 MANAGE CHARITABLE CONTRIBUTIONS PA 501(C)(3) LINE 7 THE KENDAL CORPORATION 0 KENDAL NEW YORK 1010 KENDAL WAY SLEEPY HOLLOW NY 10591 061656576 PROVIDE SUPPORTING SERVICES IN OPERATION OF KENDAL ON HUDSON AND NY 501(C)(3) LINE 12A, I THE KENDAL CORPORATION 0 BARCLAY FRIENDS 700 N FRANKLIN ST WEST CHESTER PA 19380 232088476 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 N/A 0 CHANDLER HALL HEALTH SERVICES INC 99 BARCLAY ST NEWTON PA 18940 232365124 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 N/A 0 COLLINGTON EPISCOPAL LIFECARE COMMUNITY INC 10450 LOTTSFORD RD MITCHELLVILLE MD 20721 521281156 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY MD 501(C)(3) LINE 10 N/A 0 KENDAL AT GRANVILLE 2158 COLUMBUS RD GRANVILLE OH 43023 311657346 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY OH 501(C)(3) LINE 10 N/A 0 KENDAL AT HANOVER 80 LYME RD HANOVER NH 03755 020519490 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY NH 501(C)(3) LINE 10 N/A 0 KENDAL AT ITHACA 2230 N TRIPHAMMER RD ITHACA NY 14850 521787487 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY NY 501(C)(3) LINE 10 N/A 0 KENDAL AT OBERLIN 600 KENDAL DR OBERLIN OH 44074 341567246 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY OH 501(C)(3) LINE 10 N/A 0 KENDAL AT SONOMA 300 PAGE ST SAN FRANCISCO CA 94102 814896082 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY CA 501(C)(3) LINE 10 N/A 0 KENDAL ON HUDSON 1010 KENDAL WAY SLEEPY HOLLOW NY 10591 133971396 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY NY 501(C)(3) LINE 10 N/A 0 KENDAL CROSSLANDS COMMUNITIES 1107 BALTIMORE PKE KENNETT SQUARE PA 19348 231906212 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 N/A 0 LEXINGTON RETIREMENT COMMUNITY INC 160 KENDAL DR LEXINGTON VA 24450 541795871 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY VA 501(C)(3) LINE 10 N/A 0 THE ADMIRAL AT THE LAKE 929 W FOSTER AVE CHICAGO IL 60640 362171730 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY IL 501(C)(3) LINE 10 N/A 0 THE LATHROP COMMUNITIES 100 BASSETT BROOK DR EASTHAMPTON MA 01027 042996627 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY MA 501(C)(3) LINE 10 N/A 0 KENDAL NORTHERN OHIO 600 KENDAL DR OBERLIN OH 44074 200547957 SUPPORTING ORGANIZATION FOR KENDAL AT HOME AND KENDAL AT OBERLIN OH 501(C)(3) LINE 10 KENDAL AT OBERLIN 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 THE KENDAL CORPORATION M 154091 ACCRUED BASIS EXPENSE