Totals
- Total revenue
- $1,894,260
- Total expenses
- $1,894,260
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- $1,894,260
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,894,260
Program services were 100.0% 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
- 0.15 + 7.95 related
-
GEORGIA ANETZBERGER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.15 + 2.65 related
-
STAN PELLI
TREASURER
- Total calculated
- $0
- Hours/week
- 0.15 + 1.75 related
-
JODI LEESER
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.15 + 3.05 related
-
PAUL COONEY
ASSISTANT SECRETARY
- Total calculated
- $0
- Hours/week
- 0.15 + 2.25 related
-
RICHARD BAZNIK
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 3.15 related
-
WILLIAM BENSON
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 3.35 related
-
CASEY BROWER
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 2.65 related
-
ANNA MARIE BUTRIE
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 2.35 related
-
BROOKE CARROLL
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 1.85 related
-
JEFF LAYTON
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 3.65 related
-
ROBERT LIPPINCOTT
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 3.45 related
-
RICHARD MELECKI
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 2.65 related
-
GEORGE MESIRES
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 2.35 related
-
ANNE PAGE
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 1.95 related
-
MARGARET PLANK
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 3.95 related
-
HOWARD SMITH
MEMBER
- Total calculated
- $0
- Hours/week
- 0.15 + 1.65 related
-
BETH ROHLFING
MEMBER - LEFT APRIL 2023
- Total calculated
- $0
- Hours/week
- 0.15 + 0.25 related
-
RAMONA KIRWAN
MEMBER - LEFT OCT 2023
- Total calculated
- $0
- Hours/week
- 0.15 + 0.25 related
-
SEAN KELLY
PRESIDENT & CEO - LEFT JAN 2023
- Total calculated
- $39,749
- From this org
- $0
- From related orgs
- $36,330
- Other
- $3,419
- Hours/week
- 2.5 + 50 related
-
AMY HARRISON
CFO/INTERIM CEO AS OF JAN 2023
- Total calculated
- $487,458
- From this org
- $0
- From related orgs
- $441,717
- Other
- $45,741
- Hours/week
- 0.75 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $440,475 related
- Bonus
- $0
- Other
- $0 + $1,242 related
- Deferred
- $0 + $5,238 related
- Nontaxable benefits
- $0 + $40,503 related
- Filer's total
- $0 + $487,458 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 — 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 990S 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 RETIREMENT COMMUNITIES IN CA STATE · CA
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
- 202411779349301506
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