Totals
- Total revenue
- $686,664
- Total expenses
- $686,664
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $686,664
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $686,664
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $686,664
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: CO-SPONSOR FEES
total $686,664 · related or exempt $686,664
Functional expenses
Part IX, the statement of functional expenses.
-
24a · Other expenses: CONDUIT PAYMENTS
total $686,664 · program services $686,664
Mission and programs · 2024
Mission
TOGETHER TRANSFORMING THE EXPERIENCE OF AGING
Activities or mission (Part I)
TO DEVELOP, SUPPORT & COORDINATE A SYSTEM OF LIFE PLAN COMMUNITIES & SERVICES FOR OLDER PERSONS
-
PROVIDED SUPPORT SERVICES IN THE OPERATION OF COMMUNITIES AND SERVICES IN CALIFORNIA. DURING 2024, SERVICES WERE PROVIDED TO KENDAL AT SONOMA, KENDAL AT VENTURA AND LIFE PLAN HUMBOLDT.
Expenses $686,664 · Revenue $686,664
As filed on the 2024 return.
Listed in Part VII
-
Annetha HallANNETHA HALL
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Margaret PlankMARGARET PLANK
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.25 + 2.25 related
-
Stan PelliSTAN PELLI
TREASURER
- Total calculated
- $0
- Hours/week
- 0.25 + 2.25 related
-
Jodi LeeserJODI LEESER
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.15 + 1.65 related
-
Paul CooneyPAUL COONEY
ASSISTANT SECRETARY
- Total calculated
- $0
- Hours/week
- 0.15 + 2.15 related
-
Georgia AnetzbergerGEORGIA ANETZBERGER
MEMBER [VICE CHAIR THRU AUG 2024]
- Total calculated
- $0
- Hours/week
- 0.15 + 1.65 related
-
Richard BaznikRICHARD BAZNIK
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 1.65 related
-
William BensonWILLIAM BENSON
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 1.65 related
-
Casey BrowerCASEY BROWER
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 1.65 related
-
Anna Marie ButrieANNA MARIE BUTRIE
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 1.65 related
-
Brooke CarrollBROOKE CARROLL
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 1.65 related
-
Julie HouptJULIE HOUPT
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 1.65 related
-
Jeff LaytonJEFF LAYTON
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 1.65 related
-
Richard MeleckiRICHARD MELECKI
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 1.65 related
-
Anne PageANNE PAGE
MEMBER
- Total calculated
- $0
- Hours/week
- 0.25 + 2.25 related
-
Howard SmithHOWARD SMITH
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 1.65 related
-
Vassar ByrdVASSAR BYRD
PRESIDENT & CEO EFFECTIVE JAN 2024
- Total calculated
- $447,730
- From this org
- $0
- From related orgs
- $424,551
- Other
- $23,179
- Hours/week
- 2 + 48.5 related
Schedule J breakdown matched by us
- Base
- $0 + $391,124 related
- Bonus
- $0 + $30,000 related
- Other
- $0 + $3,427 related
- Deferred
- $0 + $7,662 related
- Nontaxable benefits
- $0 + $15,517 related
- Filer's total
- $0 + $447,730 related
-
Amy HarrisonAMY HARRISON
CFO [INTERIM CEO THRU JAN 2024]
- Total calculated
- $422,162
- From this org
- $0
- From related orgs
- $367,691
- Other
- $54,471
- Hours/week
- 2.5 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $323,449 related
- Bonus
- $0 + $20,000 related
- Other
- $0 + $24,242 related
- Deferred
- $0 + $14,544 related
- Nontaxable benefits
- $0 + $39,927 related
- Filer's total
- $0 + $422,162 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE ORGANIZATION DOES NOT COMPENSATE ANY INDIVIDUAL. ALL COMPENSATION DISCLOSED ON FORM 990, PART VII AND ON SCHEDULE J, PART II IS BY A RELATED PARTY FOR SERVICES RENDERED TO THE RELATED PARTY. THE RELATED PARTY, THE KENDAL CORPORATION, IS A 501(C)(3) PUBLIC CHARITY. THE RELATED PARTY USES THE FOLLOWING WHEN EVALUATING COMPENSATION: A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, THE FORM 990 OF OTHER SIMILAR ORGANIZATIONS, A COMPENSATION SURVEY/STUDY AND APPROVAL BY THE BOARD.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · DEVELOP/SUPPORT/LEAD A SYSTEM OF COMMUNITIES AND SERVICES FOR OLDER PERSONS · PA
-
501(C)(3) · INVESTMENT/FUNDRAISING IN SUPPORT OF THE KENDAL CORPORATION · PA
Directly controlled by THE KENDAL CORPORATION
-
501(C)(3) · PROVIDE SUPPORT SERVICES FOR TWO RETIREMENT COMMUNITIES IN NY STATE · NY
Directly controlled by THE KENDAL CORPORATION
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 7 June 2025
- IRS schema version
- 2024v5.1
- Source object
- 202501619349300825
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