Nonprofit · EIN 52-1787487
KENDAL AT ITHACA
Tax-exempt · ITHACA, NY 14850
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $32,161,762 | $31,232,764 | $928,998 | $121,249,284 | $107,188,386 | $14,060,898 |
| December 31, 2023 | 990 | $29,635,088 | $29,271,367 | $363,721 | $117,057,252 | $105,276,930 | $11,780,322 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $200,141
- Program service revenue
- $29,683,587
- Investment income
- $1,872,151
- Net rental income
- $33,958
- Net gain from sales of assets
- -$86,658
- Tax-exempt bond proceeds
- $132,082
- Other revenue
- $405,883
Expenses
- Grants and similar amounts paid
- $90,922
- Compensation of officers, directors and key employees
- $888,283
- Other salaries and wages
- $11,505,451
- Salaries, compensation and benefits (total)
- $15,884,162
- Professional fundraising fees
- $0
- Legal fees
- $54,758
- Accounting fees
- $65,114
- Occupancy
- $2,157,493
- Travel
- $151,472
- Depreciation
- $4,783,954
- Program services (functional)
- $26,383,069
- Management and general (functional)
- $4,849,695
Balance sheet and other
- Total assets, start of year
- $117,057,252
- Total assets, end of year
- $121,249,284
- Total liabilities, end of year
- $107,188,386
- Net assets, end of year
- $14,060,898
- Land, buildings and equipment
- $55,358,681
- Publicly traded securities
- $60,688,684
- Net assets without donor restrictions
- $12,445,307
- Net assets with donor restrictions
- $1,615,591
- Gross receipts
- $64,949,829
- Employees
- 359
- Volunteers
- 27
- Year formed
- 1992
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURIE MANTE | EXECUTIVE DIRECTOR Officer | 40 | $342,255 | $70,161 |
| GREGORY SOMMERS | CHIEF FINANCIAL OFFICER Officer | 40 | $223,375 | $48,924 |
| MICHAEL YOUMANS | HEALTH SERVICES ADMINISTRATOR Key employee | 40 | $151,682 | $51,885 |
| DEBORAH MCCARDELL | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $146,375 | $28,673 |
| DRUSILLA PHELPS | DIRECTOR OF NURSING Highest-paid employee | 40 | $114,849 | $48,678 |
| DANIELLE CHONTEY | ADMISSIONS DIRECTOR Highest-paid employee | 40 | $126,279 | $21,881 |
| JOANNE EDMISTER | REGISTERED NURSE Highest-paid employee | 49 | $132,355 | $14,141 |
| THOMAS CROSSGROVE | FACILITIES DIRECTOR Highest-paid employee | 40 | $108,623 | $25,182 |
| MARY PAT DOLAN | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| DAVINA DESNOES | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| WILLIAM CRANE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| LUCY STALEY | SECRETARY Trustee or director | 2 | $0 | $0 |
| ANDREW SIMKIN | SECRETARY (UNTIL APRIL 2024) Trustee or director, Officer | 2 | $0 | $0 |
| CHARLES ACKERMAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOHANNA ANDERSON | BOARD MEMBER (UNTIL APRIL 2024) Trustee or director | 2 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER DUGO | BOARD MEMBER Trustee or director | 2 | $0 |
| JUDITH EHREN | BOARD MEMBER Trustee or director | 2 | $0 |
| MARY ANN ERICKSON | BOARD MEMBER Trustee or director | 2 | $0 |
| GEORGE FERRARI JR | BOARD MEMBER Trustee or director | 2 | $0 |
| JUSTINA FETTERLY | BOARD MEMBER Trustee or director | 2 | $0 |
| JEFFREY LAYTON | BOARD MEMBER Trustee or director | 2 | $0 |
| JOE MAREANE | BOARD MEMBER Trustee or director | 2 | $0 |
| ALAN MATHIOS | BOARD MEMBER Trustee or director | 2 | $0 |
| STEPHEN NUNLEY | BOARD MEMBER Trustee or director | 2 | $0 |
| ALAN PEDERSEN | BOARD MEMBER Trustee or director | 2 | $0 |
| JEFFREY PENOYER | BOARD MEMBER Trustee or director | 2 | $0 |
| SUSAN SALAHSHOR | BOARD MEMBER (UNTIL APRIL 2024) Trustee or director | 2 | $0 |
| CHRISTINE SHEPPARD | BOARD MEMBER Trustee or director | 2 | $0 |
| HELEN TALTY | BOARD MEMBER Trustee or director | 2 | $0 |
| DONALD WILSON | BOARD MEMBER Trustee or director | 2 | $0 |
| SONIA RUCKER | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURIE MANTE | EXECUTIVE DIRECTOR Officer | 40 | $304,008 | $65,206 |
| GREGORY SOMMERS | CHIEF FINANCIAL OFFICER Officer | 40 | $187,740 | $42,767 |
| MICHAEL YOUMANS | HEALTH SERVICES ADMINISTRATOR Highest-paid employee | 40 | $146,209 | $47,617 |
| DEBORAH MCCARDELL | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $118,277 | $24,531 |
| ELIZABETH SCHERMERHORN | DIRECTOR OF ADMISSIONS Highest-paid employee | 40 | $104,301 | $20,127 |
| MICHELLE MEGIVERN | DIRECTOR OF NURSING Highest-paid employee | 40 | $101,848 | $21,509 |
| JEANNE CHAPPLE | REGISTERED NURSE Highest-paid employee | 40 | $100,405 | $18,988 |
| MARY PAT DOLAN | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| DAVINA DESNOES | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| SUSAN MURPHY | VICE CHAIR (UNTIL APRIL 2023) Trustee or director, Officer | 2 | $0 | $0 |
| WILLIAM CRANE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ANDREW SIMKIN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| CHARLES ACKERMAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOHANNA ANDERSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BEVERLY CHIN | BOARD MEMBER (UNTIL APRIL 2023) Trustee or director | 2 | $0 | $0 |
| PETER DUGO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JUDITH EHREN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MARY ANN ERICKSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| GEORGE FERRARI JR | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ARNON GREIF | BOARD MEMBER (UNTIL APRIL 2023) Trustee or director | 2 | $0 | $0 |
| JEFFREY LAYTON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ALAN MATHIOS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| STEPHEN NUNLEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ALAN PEDERSEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JEFFREY PENOYER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DEBRA RAUPERS | BOARD MEMBER (UNTIL APRIL 2023) Trustee or director | 2 | $0 | $0 |
| SUSAN SALAHSHOR | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CHRISTINE SHEPPARD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LUCY STALEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| HELEN TALTY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DONALD WILSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2230 N TRIPHAMMER RD, ITHACA, NY 14850-6513
- In care of
- % KEVIN REFF
- Principal officer (990 for 2024)
- LAURIE MANTE, 2230 NORTH TRIPHAMMER ROAD, ITHACA, NY 14850
- Signed the 990
- LAURIE MANTE, EXECUTIVE DIRECTOR
- Phone
- (607) 266-5300
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
OUR MISSION IS TO PROVIDE A MUTUALLY SUPPORTIVE ENVIRONMENT FOR RESIDENTS AND STAFF, AND TO CONTRIBUTE TO THE GREATER ITHACA COMMUNITY.
Program accomplishments
- CONTINUING CARE RETIREMENT COMMUNITY: KENDAL AT ITHACA CONSISTS OF 232 INDEPENDENT LIVING UNITS, A COMMUNITY CENTER, AND A 84-BED HEALTH CENTER COMPOSED OF 36 ADULT HOME BEDS AND 48 NURSING HOME BEDS. KENDAL PROVIDES COMFORTABLE AND SAFE HOUSING FOR SENIORS, WHICH INCLUDES ASSISTED AND SKILLED NURSING ON CAMPUS IF AND WHEN NEEDED, AND ALSO IS COMMITTED TO CONTINUING THESE SERVICES EVEN IF A RESIDENT OUTLIVES HIS/HER ASSETS AND IS NO LONGER ABLE TO PAY THE MONTHLY FEE. KENDAL AT ITHACA IS COMMITTED TO FOSTERING WELL-BEING, SECURITY, AND FULFILLMENT IN LATER YEARS FOR THOSE IT SERVES AND FOR OLDER PEOPLE IN THE BROADER COMMUNITY. AT THE END OF 2024, KENDAL AT ITHACA WAS SERVING 367 RESIDENTS.Expenses $26,383,069 · grants $90,922 · revenue $29,683,587
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1787487
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $121,249,284
- Income (IRS master file)
- $64,949,829
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $29,635,088 | $29,271,367 | $117,057,252 | IRS |
| 990 | December 2022 | $28,207,105 | $28,403,627 | $112,904,768 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about KENDAL AT ITHACA
- What is the EIN of KENDAL AT ITHACA?
- The employer identification number (EIN) of KENDAL AT ITHACA is 52-1787487.
- Is KENDAL AT ITHACA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to KENDAL AT ITHACA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does KENDAL AT ITHACA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of KENDAL AT ITHACA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KENDAL AT ITHACA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of KENDAL AT ITHACA?
- The 990 for the year ended December 31, 2024 names LAURIE MANTE.
- Who are the officers and directors of KENDAL AT ITHACA?
- The 990 for the year ended December 31, 2024 lists 31 people; 8 received compensation from the organization, the highest $342,255 (LAURIE MANTE, EXECUTIVE DIRECTOR).
- How much revenue does KENDAL AT ITHACA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $32,161,762, expenses of $31,232,764 and total assets of $121,249,284 at year end.
Other nonprofits in ITHACA
- FRANZISKA RACKER CENTERS INC EIN 15-0581887 · last filed 990 for 2024
- ITHACARE CENTER SERVICE CO INC EIN 16-1025787 · last filed 990 for 2025
- FINGER LAKES INDEPENDENCE CENTER EIN 16-1330345 · last filed 990 for 2025
- ITHACA COMMUNITY CHILDCARE CENTER EIN 22-3141144 · last filed 990 for 2025
- CODDINGTON ROAD COMMUNITY EIN 16-1233953 · last filed 990 for 2025
- DOWNTOWN ITHACA LOCAL DEVELOPMENT CORPORATION EIN 85-1612680 · last filed 990 for 2024
- CAYUGA HOUSING DEVELOPMENT CORPORATION EIN 01-0646311 · last filed 990 for 2025
- GREATER ITHACA ACTIVITIES CENTER INC EIN 16-0997063 · last filed 990 for 2024