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Nonprofiteer
← KENDAL NEW YORK

Form 990 for tax year 2022

Filed by KENDAL NEW YORK.

Totals

Total revenue
$1,817,676
Total expenses
$1,817,676
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,817,676
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)
$1,817,676
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,817,676

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: SYSTEM FEE FROM AFFILIATES

    total $1,817,676 · related or exempt $1,817,676

Functional expenses

Part IX, the statement of functional expenses.

  • 24a · Other expenses: CONDUIT PAYMENTS

    total $1,817,676 · program services $1,817,676

Balance sheet

Part X, book values.

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

TOGETHER TRANSFORMING THE EXPERIENCE OF AGING.

Activities or mission (Part I)

TO DEVELOP, SUPPORT AND LEAD A SYSTEM OF COMMUNITIES AND SERVICES FOR OLDER PERSONS

  • PROVIDED SUPPORT SERVICES IN THE OPERATION OF KENDAL ON HUDSON AND KENDAL AT ITHACA, INC. LOCATED IN NEW YORK STATE.

    Expenses $1,817,676 · Revenue $1,817,676

As filed on the 2022 return.

Listed in Part VII

  • Annetha Hall

    CHAIR

    Total calculated
    $0
    Hours/week
    0.15 + 1.65 related

  • Georgia Anetzberger

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.15 + 1.65 related

  • George Mesires

    TREASURER

    Total calculated
    $0
    Hours/week
    0.15 + 1.65 related

  • J Harry Hammond

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.15 + 1.65 related

  • Ken Aldridge

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    0.15 + 1.65 related

  • Richard Baznik

    MEMBER

    Total calculated
    $0
    Hours/week
    0.15 + 1.65 related

  • William Benson

    MEMBER

    Total calculated
    $0
    Hours/week
    0.15 + 1.65 related

  • Casey Brower

    MEMBER

    Total calculated
    $0
    Hours/week
    0.15 + 1.65 related

  • Anna Marie Butrie

    MEMBER

    Total calculated
    $0
    Hours/week
    0.15 + 1.65 related

  • Brooke Carroll

    MEMBER

    Total calculated
    $0
    Hours/week
    0.15 + 1.65 related

  • Paul Cooney

    MEMBER

    Total calculated
    $0
    Hours/week
    0.15 + 1.65 related

  • Harold Craft

    MEMBER

    Total calculated
    $0
    Hours/week
    0.15 + 1.65 related

  • Ramona Kirwan

    MEMBER

    Total calculated
    $0
    Hours/week
    0.15 + 1.65 related

  • Jodi Leeser

    MEMBER

    Total calculated
    $0
    Hours/week
    0.15 + 1.65 related

  • Robert Lippincott

    MEMBER

    Total calculated
    $0
    Hours/week
    0.15 + 1.65 related

  • Richard Melecki

    MEMBER

    Total calculated
    $0
    Hours/week
    0.15 + 1.65 related

  • Stan Pelli

    MEMBER

    Total calculated
    $0
    Hours/week
    0.15 + 1.65 related

  • Margaret Plank

    MEMBER

    Total calculated
    $0
    Hours/week
    0.15 + 1.65 related

  • Beth Rohlfing

    MEMBER

    Total calculated
    $0
    Hours/week
    0.15 + 1.65 related

  • Sean Kelly

    PRESIDENT/CEO

    Total calculated
    $779,052
    From this org
    $0
    From related orgs
    $642,832
    Other
    $136,220
    Hours/week
    2.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $629,183 related
    Bonus
    $0
    Other
    $0 + $13,649 related
    Deferred
    $0 + $96,425 related
    Nontaxable benefits
    $0 + $39,795 related
    Filer's total
    $0 + $779,052 related

  • Amy Harrison

    CHIEF FINANCIAL OFFICER

    Total calculated
    $428,433
    From this org
    $0
    From related orgs
    $337,947
    Other
    $90,486
    Hours/week
    0.5 + 55.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,944 related
    Bonus
    $0 + $20,500 related
    Other
    $0 + $7,503 related
    Deferred
    $0 + $50,692 related
    Nontaxable benefits
    $0 + $39,794 related
    Filer's total
    $0 + $428,433 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 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.

  • THE KENDAL CORPORATION

    501(C)(3) · DEVELOP/SUPPORT/LEAD A SYSTEM OF COMMUNITIES AND SERVICES FOR OLDER PERSONS · PA

  • KENDAL CHARITABLE FUNDS

    501(C)(3) · INVESTMENT/FUNDRAISING IN SUPPORT OF THE KENDAL CORPORATION · PA

    Directly controlled by THE KENDAL CORPORATION

  • KENDAL AGING

    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
2022
Filed
10 May 2023
IRS schema version
2022v5.0
Source object
202331329349309228

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