Nonprofit · EIN 81-4896082
KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY
Tax-exempt · HEALDSBURG, CA 95448
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $13,897,379 | $32,926,177 | -$19,028,798 | $310,880,448 | $351,309,858 | -$40,429,410 |
| December 31, 2023 | 990 | $600,378 | $8,404,523 | -$7,804,145 | $374,782,099 | $396,182,711 | -$21,400,612 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $366,558
- Program service revenue
- $10,705,823
- Investment income
- $2,682,821
- Net gain from sales of assets
- -$18,368
- Other revenue
- $142,177
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $502,994
- Other salaries and wages
- $6,424,554
- Salaries, compensation and benefits (total)
- $8,126,019
- Professional fundraising fees
- $0
- Legal fees
- $183,197
- Accounting fees
- $202,430
- Occupancy
- $1,215,276
- Travel
- $79,788
- Depreciation
- $6,968,265
- Program services (functional)
- $23,506,723
- Management and general (functional)
- $9,419,454
Balance sheet and other
- Total assets, start of year
- $374,782,099
- Total assets, end of year
- $310,880,448
- Total liabilities, end of year
- $351,309,858
- Net assets, end of year
- -$40,429,410
- Land, buildings and equipment
- $259,697,148
- Net assets without donor restrictions
- -$40,727,215
- Net assets with donor restrictions
- $297,805
- Gross receipts
- $13,915,747
- Employees
- 127
- Volunteers
- 10
- Year formed
- 2016
- State of legal domicile
- CA
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 |
|---|---|---|---|---|
| ROSEMARY JORDAN | CEO (THRU 4/24) Officer | 16 | $277,532 | $4,877 |
| ADAM BULATEWICZ | DIRECTOR OF FINANCE Officer | 40 | $202,861 | $17,725 |
| TIMOTHY SCHAEFER | DIRECTOR OF IT Highest-paid employee | 40 | $160,817 | $9,923 |
| FLORENCE VAN HEUSDEN | DIRECTOR OF NURSING Highest-paid employee | 40 | $153,006 | $4,347 |
| ERIN PARTRIDGE | LIFE ENRICHMENT DIRECTOR Highest-paid employee | 38 | $140,330 | $3,460 |
| KYLE EVANS | DIRECTOR OF NOURISHMENT Highest-paid employee | 40 | $126,033 | $4,074 |
| NICHOLAS FLORES | DIRECTOR OF MARKETING Highest-paid employee | 40 | $115,178 | $657 |
| GREG MCCLUNE | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| ROB LIPPINCOTT | CHAIR Trustee or director, Officer | 8 | $0 | $0 |
| SPENCE HAMRICK | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| SUSAN O'CONNELL | SECRETARY Trustee or director, Officer | 3.5 | $0 | $0 |
| ALISON LUM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAN HIRSCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAURA FERRACANE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL KUENSTNER | DIRECTOR Trustee or director | 2 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROY REMER | DIRECTOR Trustee or director | 1.5 | $0 |
| WALTER KEISER | DIRECTOR Trustee or director | 2 | $0 |
| NESTOR ELIGIO-MENDEZ | VP OF RESIDENT EXPERIENCE (THRU 6/24) Officer | 40 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROSEMARY JORDAN | CHIEF EXECUTIVE OFFICER Officer | 40 | $409,662 | $6,596 |
| PAMELA COLEMAN | VP OF HR Officer | 40 | $126,079 | $5,903 |
| NESTOR ELIGIO-MENDEZ | VP OF RESIDENT EXPERIENCE/OPS Officer | 40 | $120,394 | $3,713 |
| CHANDRA JONES | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $111,327 | $3,903 |
| TIMOTHY SWORDS ENDED 42023 | CHIEF FINANCIAL OFFICER Officer | 40 | $90,538 | $3,643 |
| ROB LIPPINCOTT | CHAIR Trustee or director, Officer | 8 | $0 | $0 |
| GREG MCCLUNE | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| SPENCE HAMRICK | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| SUSAN O'CONNELL | SECRETARY Trustee or director, Officer | 3.5 | $0 | $0 |
| PAUL KUENSTNER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROY REMER | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| WALTER KEISER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ALISON LUM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAN HIRSCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAURA FERRACANE | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 16977 HEALDSBURG AVE, HEALDSBURG, CA 95448-3261
- In care of
- % JEANINE WILLIAMS
- Mailing address (990-N for 2020)
- 300 Page Street, San Francisco CA 94102
- Principal officer (990 for 2024)
- ROB LIPPINCOTT, 1801 BOXHEART DR, HEALDSBURG, CA 95448
- Principal officer (990-N for 2020)
- Rob Lippincott, 300 Page Street, San Francisco CA 94102
- Signed the 990
- ROB LIPPINCOTT, BOARD CHAIR
- Phone
- (707) 866-3676
- Website
- https://enso.kendal.org
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 81-4896082 or by the name KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
AN AUTHENTIC, SUSTAINABLE, AWAKE, ENGAGED COMMUNITY, EVOLVING THE PRACTICE OF SENIOR LIVING IN A CALM, COMPASSIONATE, RESPECTFUL ENVIRONMENT, INFORMED BY THE TEACHINGS OF WISDOM AND CONTEMPLATIVE CARE.
Program accomplishments
- PROVIDE A ZEN INSPIRED CONTINUING CARE RETIREMENT COMMUNITY THAT HOUSES 221 INDEPENDENT LIVING UNITS, 30 ASSISTED LIVING UNITS, AND 24 MEMORY CARE UNITS.KENDAL AND SAN FRANCISCO ZEN CENTER ARE COMMITTED TO CREATING AN INCLUSIVE RETIREMENT COMMUNITY, OPEN TO ALL, AND ROOTED IN THE FUNDAMENTAL VALUES OF KINDNESS AND COMPASSION-EMPHASIZING SPIRITUAL AS WELL AS PHYSICAL WELL-BEING. FOUNDED AS A NONPROFIT ORGANIZATION ROOTED IN QUAKER VALUES, KENDAL AT SONOMA IS A VIBRANT, DIVERSE, AND INCLUSIVE COMMUNITY DEDICATED TO HEALTHY AGING. WE FOSTER INDEPENDENCE, LIFELONG LEARNING, ENGAGEMENT IN AND SERVICE TO THE WIDER COMMUNITY, MEANINGFUL SOCIAL AND INTERGENERATIONAL CONNECTIONS, AND ACCESS TO EXCELLENT HEALTH CARE.Expenses $23,506,723 · revenue $10,705,823
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
- 81-4896082
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $310,880,448
- Income (IRS master file)
- $13,915,747
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $13,897,379 | $32,926,177 | $310,880,448 | IRS |
| 990 | December 2023 | $600,378 | $8,404,523 | $374,782,099 | XML |
| 990 | December 2022 | $8,366 | $2,941,936 | $332,359,622 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: Rob Lippincott | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Rob Lippincott | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 81-4896082).
Questions about KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY
- What is the EIN of KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY?
- The employer identification number (EIN) of KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY is 81-4896082.
- Is KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY 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 SONOMA A ZEN INSPIRED COMMUNITY 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 SONOMA A ZEN INSPIRED COMMUNITY 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 SONOMA A ZEN INSPIRED COMMUNITY?
- The 990 for the year ended December 31, 2024 names ROB LIPPINCOTT.
- Who are the officers and directors of KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY?
- The 990 for the year ended December 31, 2024 lists 18 people; 7 received compensation from the organization, the highest $277,532 (ROSEMARY JORDAN, CEO (THRU 4/24)).
- How much revenue does KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $13,897,379, expenses of $32,926,177 and total assets of $310,880,448 at year end.
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All nonprofits in HEALDSBURG · California · Housing and shelter