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Nonprofiteer
← KENDAL CORPORATION

Form 990 for tax year 2023

Filed by KENDAL CORPORATION.

Totals

Total revenue
$9,626,593
Total expenses
$10,048,354
Contributions and grants received
$0
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$8,965,588
Management and general expenses
$1,081,566
Fundraising expenses
$1,200
Program service expenses (Part III)
$8,965,588

Program services were 89.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANNETHA HALL

    CHAIR

    Total calculated
    $0
    Hours/week
    7.8 + 0.3 related

  • GEORGIA ANETZBERGER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2.5 + 0.3 related

  • STAN PELLI

    TREASURER

    Total calculated
    $0
    Hours/week
    1.6 + 0.3 related

  • JODI LEESER

    SECRETARY

    Total calculated
    $0
    Hours/week
    2.9 + 0.3 related

  • PAUL COONEY

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    2.1 + 0.3 related

  • RICHARD BAZNIK

    MEMBER

    Total calculated
    $0
    Hours/week
    3 + 0.3 related

  • WILLIAM BENSON

    MEMBER

    Total calculated
    $0
    Hours/week
    2.2 + 1.3 related

  • CASEY BROWER

    MEMBER

    Total calculated
    $0
    Hours/week
    2.5 + 0.3 related

  • ANNA MARIE BUTRIE

    MEMBER

    Total calculated
    $0
    Hours/week
    2.2 + 0.3 related

  • BROOKE CARROLL

    MEMBER

    Total calculated
    $0
    Hours/week
    1.7 + 0.3 related

  • JEFF LAYTON

    MEMBER

    Total calculated
    $0
    Hours/week
    2.5 + 1.3 related

  • ROBERT LIPPINCOTT

    MEMBER

    Total calculated
    $0
    Hours/week
    2.3 + 1.3 related

  • RICHARD MELECKI

    MEMBER

    Total calculated
    $0
    Hours/week
    2.5 + 0.3 related

  • GEORGE MESIRES

    MEMBER

    Total calculated
    $0
    Hours/week
    2.2 + 0.3 related

  • ANNE PAGE

    MEMBER

    Total calculated
    $0
    Hours/week
    1.8 + 0.3 related

  • MARGARET PLANK

    MEMBER

    Total calculated
    $0
    Hours/week
    3.8 + 0.3 related

  • HOWARD SMITH

    MEMBER

    Total calculated
    $0
    Hours/week
    1.5 + 0.3 related

  • BETH ROHLFING

    MEMBER - LEFT APRIL 2023

    Total calculated
    $0
    Hours/week
    0.1 + 0.3 related

  • RAMONA KIRWAN

    MEMBER - LEFT OCT 2023

    Total calculated
    $0
    Hours/week
    0.1 + 0.3 related

  • AMY HARRISON

    CFO/INTERIM CEO AS OF JAN 2023

    Total calculated
    $487,458
    From this org
    $441,717
    From related orgs
    $0
    Other
    $45,741
    Hours/week
    54 + 1.75 related

    Schedule J breakdown matched by us

    Base
    $440,475
    Bonus
    $0
    Other
    $1,242
    Deferred
    $5,238
    Nontaxable benefits
    $40,503
    Filer's total
    $487,458

  • SEAN KELLY

    PRESIDENT & CEO - LEFT JAN 2023

    Total calculated
    $39,749
    From this org
    $36,330
    From related orgs
    $0
    Other
    $3,419
    Hours/week
    45 + 7.5 related

  • STEPHEN G BAILEY

    SR. VP, NEW BUSINESS DEVEL

    Total calculated
    $353,033
    From this org
    $324,424
    From related orgs
    $0
    Other
    $28,609
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $310,860
    Bonus
    $10,000
    Other
    $3,564
    Deferred
    $16,761
    Nontaxable benefits
    $11,848
    Filer's total
    $353,033

  • WANDA D WHITTED-SMITH

    SR. VP, HUMAN RESOURCES

    Total calculated
    $331,444
    From this org
    $316,709
    From related orgs
    $0
    Other
    $14,735
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $309,851
    Bonus
    $0
    Other
    $6,858
    Deferred
    $2,887
    Nontaxable benefits
    $11,848
    Filer's total
    $331,444

  • LISA JOHNSON

    VP, HEALTH SERVICES

    Total calculated
    $290,010
    From this org
    $282,842
    From related orgs
    $0
    Other
    $7,168
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $280,520
    Bonus
    $0
    Other
    $2,322
    Deferred
    $5,610
    Nontaxable benefits
    $1,558
    Filer's total
    $290,010

  • HOWARD BRAXTON

    DIRECTOR OF MARKETING

    Total calculated
    $307,503
    From this org
    $270,461
    From related orgs
    $0
    Other
    $37,042
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $263,603
    Bonus
    $0
    Other
    $6,858
    Deferred
    $5,481
    Nontaxable benefits
    $31,561
    Filer's total
    $307,503

  • DAVID LARKIN

    GENERAL COUNSEL

    Total calculated
    $252,997
    From this org
    $217,331
    From related orgs
    $0
    Other
    $35,666
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,267
    Bonus
    $0
    Other
    $2,064
    Deferred
    $4,162
    Nontaxable benefits
    $31,504
    Filer's total
    $252,997

  • KURT RAHNER

    VP, INFORMATION TECHNOLOGY

    Total calculated
    $231,266
    From this org
    $215,115
    From related orgs
    $0
    Other
    $16,151
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,196
    Bonus
    $4,000
    Other
    $1,919
    Deferred
    $4,129
    Nontaxable benefits
    $12,022
    Filer's total
    $231,266

  • FRANK MANDY

    VP, DEVELOPMENT

    Total calculated
    $243,372
    From this org
    $207,521
    From related orgs
    $0
    Other
    $35,851
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,175
    Bonus
    $7,000
    Other
    $5,346
    Deferred
    $4,142
    Nontaxable benefits
    $31,709
    Filer's total
    $243,372

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
REASONABLE NON-FIXED PERFORMANCE AND RETENTION PAYMENTS ARE MADE TO EMPLOYEES AS APPROVED BY THE BOARD, ALL NON-FIXED PAYMENTS ARE REPORTED AS TAXABLE INCOME TO THE EMPLOYEE AND REPORTED IN THEIR W-2 COMPENSATION. AS PART OF THE EVALUATION, THE BOARD REVIEWED COMPARABLE COMPENSATION INFORMATION FROM VARIOUS DATA SURVEYS. ALL EMPLOYEES WHO RECEIVED A NON-FIXED PAYMENT THAT ARE LISTED ON FORM 990, PART VII, SECTION A, LINE 1A ARE ALSO LISTED ON SCHEDULE J, PART II. THE FIGURE REPORTED ON SCHEDULE J, PART II, COLUMN B(II) IS THE NON-FIXED PAYMENT MADE TO EACH EMPLOYEE.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • KENDAL OUTREACH LLC

    PROVIDE SERVICES, EDUCATION, AND RESEARCH IN THE FIELD OF AGING · PA · income $0 · assets $0

    Directly controlled by THE KENDAL CORPORATION

Provenance

Return type
form_990
Tax year
2023
Filed
20 June 2024
IRS schema version
2023v5.1
Source object
202411739349301231

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