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Nonprofiteer
← KENDAL AT HOME

Form 990 for tax year 2022

Filed by KENDAL AT HOME.

Totals

Total revenue
$5,715,274
Total expenses
$6,211,016
Contributions and grants received
$30,943
Grants paid
$11,215
Program service revenue
$5,525,270
Investment income
$159,061
Other revenue
$0
Total assets, end of year
$7,378,560
Total liabilities, end of year
$15,098,996
Net assets or fund balances, end of year
-$7,720,436
Program services expenses (Part IX)
$4,377,599
Management and general expenses
$1,833,417
Fundraising expenses
$0
Program service expenses (Part III)
$4,377,599

Program services were 70.5% 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.

  • 1d · Related organizations

    $10,000

  • 1f · All other contributions, gifts and grants

    $20,943

  • 2a · Program service revenue: MEMBER SERVICE FEES

    total $2,948,227 · related or exempt $2,948,227

  • 2b · Program service revenue: HOME CARE REVENUE

    total $1,396,054 · related or exempt $1,396,054

  • 2c · Program service revenue: AMORT.OF DEF.ENTRY FEE

    total $1,170,789 · related or exempt $1,170,789

  • 2d · Program service revenue: APPLICATION FEES

    total $10,200 · related or exempt $10,200

  • 3 · Investment income

    total $134,529 · excluded $134,529

  • 7a · Gross sales of assets other than inventory

    securities $24,532

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $24,532

  • 7d · Net gain or loss

    total $24,532 · excluded $24,532

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $11,215 · program services $11,215

  • 5 · Compensation of officers, directors and key employees

    total $348,807 · program services $184,844 · management and general $163,963

  • 7 · Other salaries and wages

    total $910,192 · program services $482,341 · management and general $427,851

  • 8 · Pension plan contributions

    total $117,298 · program services $46,965 · management and general $70,333

  • 9 · Other employee benefits

    total $134,963 · program services $87,453 · management and general $47,510

  • 10 · Payroll taxes

    total $91,029 · program services $47,552 · management and general $43,477

  • 11a · Fees: management

    total $437,420 · program services $152,261 · management and general $285,159

  • 11b · Fees: legal

    total $8,721 · program services $2,669 · management and general $6,052

  • 11c · Fees: accounting

    total $26,828 · program services $8,211 · management and general $18,617

  • 11f · Fees: investment management

    total $33,096 · management and general $33,096

  • 12 · Advertising and promotion

    total $520,218 · program services $33 · management and general $520,185

  • 13 · Office expenses

    total $41,208 · program services $13,285 · management and general $27,923

  • 14 · Information technology

    total $49,894 · program services $32,431 · management and general $17,463

  • 16 · Occupancy

    total $91,756 · program services $58,391 · management and general $33,365

  • 17 · Travel

    total $59,376 · program services $43,014 · management and general $16,362

  • 19 · Conferences, conventions and meetings

    total $58,225 · program services $29,779 · management and general $28,446

  • 20 · Interest

    total $33,098 · program services $12,183 · management and general $20,915

  • 21 · Payments to affiliates

    total $80,919 · program services $52,597 · management and general $28,322

  • 22 · Depreciation, depletion and amortization

    total $11,563 · management and general $11,563

  • 23 · Insurance

    total $13,725 · program services $8,921 · management and general $4,804

  • 24a · Other expenses: HOME HEALTH CARE

    total $3,051,996 · program services $3,051,996

  • 24b · Other expenses: EMPLOYEE RECRUITMENT

    total $43,353 · program services $26,647 · management and general $16,706

  • 24c · Other expenses: DUES&SUBSCRIPTIONS

    total $14,186 · program services $9,956 · management and general $4,230

  • 24d · Other expenses: TELEPHONE

    total $13,517 · program services $9,028 · management and general $4,489

  • 24e · All other expenses

    total $8,413 · program services $5,827 · management and general $2,586

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $593,215 · end of year $864,447

  • 4 · Accounts receivable

    beginning of year $839,628 · end of year $879,201

  • 9 · Prepaid expenses and deferred charges

    beginning of year $64,822 · end of year $103,087

  • 10a · Land, buildings and equipment: cost or other basis

    $222,095

  • 10b · Land, buildings and equipment: accumulated depreciation

    $199,914

  • 10c · Land, buildings and equipment, net

    beginning of year $30,813 · end of year $22,181

  • 11 · Investments: publicly traded securities

    beginning of year $6,418,740 · end of year $5,379,259

  • 15 · Other assets

    beginning of year $19,692 · end of year $130,385

  • 17 · Accounts payable and accrued expenses

    beginning of year $263,301 · end of year $300,558

  • 19 · Deferred revenue

    beginning of year $13,447,727 · end of year $14,369,670

  • 24 · Unsecured notes and loans payable

    beginning of year $318,690 · end of year $318,690

  • 25 · Other liabilities

    beginning of year $0 · end of year $110,078

  • 27 · Net assets without donor restrictions

    beginning of year -$6,122,408 · end of year -$7,788,534

  • 28 · Net assets with donor restrictions

    beginning of year $59,600 · end of year $68,098

Mission and programs · 2022

Mission

KENDAL AT HOME ADVOCATES FOR WELLNESS, HEALTH, AND SUCCESSFUL AGING, REGARDLESS OF AN INDIVIDUAL'S CHOSEN PLACE OF RESIDENCE.

  • KENDAL COMMUNITIES WERE ESTABLISHED WITH THE NOBLE PURPOSE OF ADDRESSING THE EVOLVING NEEDS OF OLDER ADULTS BY OFFERING INNOVATIVE SERVICES THAT PROMOTE WELLNESS AND DIGNITY IN HEALTH CARE. AMONG THESE COMMUNITIES, KENDAL AT HOME UNIQUELY PROVIDES THIS CARE IN THE SETTING MEMBERS CALL HOME PROMOTING INDEPENDENCE, ADAPTABILITY, SOCIAL CONNECTION, AND LIFELONG LEARNING. AS PART OF OUR NOT-FOR-PROFIT MISSION, WE ENDEAVOR TO CONTINUALLY IDENTIFY INNOVATIONS IN AGING AND EDUCATE THOSE WITHIN THE KENDAL AT HOME NETWORK ON SOME OF THE MOST PROMINENT HEALTHCARE CHALLENGES FACING OLDER ADULTS TODAY. OUR PRIMARY FOCUS AREAS ARE FALL PREVENTION AND COGNITIVE IMPAIRMENT. IT IS ALARMING THAT EVERY SECOND OF EVERY DAY, AN OLDER ADULT (AGE 65+) IN THE U.S. SUFFERS A FALL; THESE ARE THE LEADING CAUSE OF INJURY AND INJURY-RELATED DEATH IN THIS AGE GROUP. IN 2022, WE IMPLEMENTED STEPPING ON, AN EVIDENCE-BASED EDUCATIONAL WORKSHOP AIMED AT PREVENTING FALLS IN OLDER ADULTS. AS PUBLISHED IN THE JOURNAL OF THE AMERICAN GERIATRICS SOCIETY, THIS PROGRAM WAS FOUND TO HELP REDUCE THE LIKELIHOOD OF FALLS BY 31 PERCENT. UTILIZING A GRANT FROM THE OHIO DEPARTMENT OF AGING, TWO KENDAL AT HOME CARE COORDINATOR STAFF MEMBERS HAVE BECOME TRAINED AND CERTIFIED TO TEACH THIS PROGRAM. WE TAKE PRIDE IN BEING THE FIRST TO BE ABLE TO OFFER THE TRAINING VIRTUALLY. SINCE OBTAINING OUR CREDENTIALS EARLIER THIS YEAR, WE HAVE SUCCESSFULLY CONDUCTED QUARTERLY CLASSES AND TRAINED 17 MEMBERS MAKING A TANGIBLE IMPACT ON THEIR SAFETY AND WELL-BEING. TO FURTHER ENGRAIN THESE TEACHINGS IN OUR SERVICE TO MEMBERS, KENDAL AT HOME EMBARKED ON OTHER COMPREHENSIVE PROGRAMS FOR MEMBERS. OUR CARE IN HOME INITIATIVE EXTENDS FOUR PERSONAL TRAINING SESSIONS PER YEAR TO HELP MEMBERS MAINTAIN AND IMPROVE THEIR BALANCE THROUGH TRAINING CONDUCTED IN THE PRIVACY AND COMFORT OF THEIR OWN HOME. PARTICIPATION IN THIS INITIATIVE HAS BEEN REMARKABLE WITH 95 MEMBERS PARTICIPATING IN OVER 440 HOURS OF PERSONAL TRAINING IN 2022, REPRESENTING A 20% INCREASE FROM THE PRIOR YEAR. IN CONJUNCTION WITH IN-HOME PERSONAL TRAINING, WE HAVE INTRODUCED OTHER EFFECTIVE PROGRAMS SUCH AS BALLOFLEX, A SMALL GROUP SEATED EXERCISE PROGRAM, AND SPIRO 100, WHICH PROVIDES VIDEO STREAMING FITNESS AND WELLNESS CLASSES FOR OLDER ADULTS. BEYOND PHYSICAL HEALTH, THE KENDAL AT HOME TEAM IS DEEPLY COMMITTED TO RAISING AWARENESS ABOUT COGNITIVE IMPAIRMENT AND BUILDING DEMEMTIA-FRIENDLY COMMUNITIES. WE PROUDLY PARTICIPATE IN THE DEMENTIA FRIENDS PROGRAM, WHICH IS A GLOBAL MOVEMENT THAT IS CHANGING THE WAY PEOPLE THINK, ACT, AND TALK ABOUT DEMENTIA. EVERY STAFF MEMBER WITHIN OUR NETWORK IS TRAINED TO BE A DEMENTIA CHAMPION. AS PART OF THIS PROGRAM, WE REGULARLY FACILITATE TRAININGS FOR FRONTLINE HEALTHCARE WORKERS (SUCH AS FIREFIGHTERS AND PARAMEDICS), AND WE PARTNER WITH LOCAL MUNICIPALITIES TO EDUCATE THOSE COMMUNITY MEMBERS WHO SEEK TO BETTER UNDERSTAND THE UNIQUE NEEDS OF AND MAKE A POSITIVE IMPACT ON OLDER ADULTS LIVING WITH DEMENTIA. IN ALL, WE HAVE TRAINED 50 PEOPLE THROUGH OUR PARTICIPATION IN THIS PROGRAM. IN LINE WITH OUR MISSION, WE CONTINUOUSLY STRIVE TO ENHANCE THE CARE WE PROVIDE TO OUR MEMBERS ENSURING IT REMAINS RESPONSIVE TO THE EVOLVING NEEDS AND CHALLENGES OF OLDER ADULTS. WE EMBRACE A CULTURE OF GENEROSITY AND RESPONSIBILITY WITH ALL KENDAL AT HOME STAFF ACTIVELY ENGAGING IN COMMUNITY BENEFIT ACTIVITIES THROUGHOUT THE YEAR, SHARING TIME AND KNOWLEDGE FROM SOME OF THE INITIATIVES PREVIOUSLY MENTIONED, RAISING FUNDS AND AWARENESS FOR ALZHEIMER'S, AND SERVING ON STATE AND LOCAL ORGANIZATIONS TAKING AN ACTIVE ROLE IN AGING ISSUES. IN 2022 THESE EFFORTS OF OUR FIFTEEN STAFF MEMBERS GENERATED 309 HOURS OF SERVICE, DIRECTLY SERVING 337 PEOPLE, AND TOUCHING COUNTLESS OTHERS. THE VALUE OF ALL EFFORTS WAS $27,507 WITH COUNTLESS INTANGIBLE BENEFITS TO BOTH STAFF AND THOSE THEY SERVED.AS WE LOOK TO THE FUTURE, OUR COMMITMENT TO EXCELLENCE AND COMPASSION IN ELDER CARE REMAINS UNWAVERING. WE WILL CONTINUE TO EVOLVE AND ADAPT OUR SERVICES TO MEET THE NEEDS OF OLDER ADULTS WITH THE ULTIMATE GOAL OF FOSTERING A SOCIETY THAT VALUES AND SUPPORTS THE WELL-BEING AND DIGNITY OF OUR AGING POPULATION.

    Expenses $4,377,599 · Grants $11,215 · Revenue $5,525,270

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Michael Carlin

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Allen Mix

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Heather Ahern

    SECRETARY & TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Andrew Fauver

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Edna Chun

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Francis Martines

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Joseph Haubrich

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Campbell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rosa Licea-Mailloux

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Colleen Ryan Mallon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mary Picken

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Alan Kolp

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lynne Giacobbe

    CEO

    Total calculated
    $208,738
    From this org
    $195,760
    From related orgs
    $0
    Other
    $12,978
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $195,760
    Bonus
    $0
    Other
    $0
    Deferred
    $11,296
    Nontaxable benefits
    $1,682
    Filer's total
    $208,738

  • Karen Graham

    CFO

    Total calculated
    $140,069
    From this org
    $131,015
    From related orgs
    $0
    Other
    $9,054
    Hours/week
    50

  • Marla Gordon

    DIR.-CLINICAL SERVICES

    Total calculated
    $115,370
    From this org
    $107,899
    From related orgs
    $0
    Other
    $7,471
    Hours/week
    50

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 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
11 October 2023
IRS schema version
2022v5.0
Source object
202302849349301400

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