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← KENDAL-CROSSLANDS COMMUNITIES

Form 990 for tax year 2023

Filed by KENDAL-CROSSLANDS COMMUNITIES.

Totals

Total revenue
$70,575,213
Total expenses
$66,520,863
Contributions and grants received
$616,938
Grants paid
$566,735
Program service revenue
$63,042,421
Investment income
$5,423,020
Other revenue
$1,492,834
Total assets, end of year
$258,262,529
Total liabilities, end of year
$152,798,228
Net assets or fund balances, end of year
$105,464,301
Program services expenses (Part IX)
$57,130,307
Management and general expenses
$9,322,556
Fundraising expenses
$68,000
Program service expenses (Part III)
$57,130,307

Program services were 85.9% 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.

  • 1f · All other contributions, gifts and grants

    $616,938

  • 2a · Program service revenue: RESIDENT CARE FEES

    total $38,948,713 · related or exempt $38,948,713

  • 2b · Program service revenue: HEALTH CENTER SERVICE

    total $13,236,708 · related or exempt $13,236,708

  • 2c · Program service revenue: ENTRY FEE AMORTIZATION

    total $9,324,353 · related or exempt $9,324,353

  • 2d · Program service revenue: MEDICARE AND OTHER INS

    total $1,364,710 · related or exempt $1,364,710

  • 2e · Program service revenue: HOME CARE FEES

    total $167,937 · related or exempt $167,937

  • 3 · Investment income

    total $2,376,416 · excluded $2,376,416

  • 7a · Gross sales of assets other than inventory

    securities $7,274,674

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

    securities $4,228,070

  • 7c · Gain or loss

    securities $3,046,604

  • 7d · Net gain or loss

    total $3,046,604 · excluded $3,046,604

  • 11a · Other revenue: AUXILLARY INCOME

    total $1,344,815 · related or exempt $1,344,815

  • 11b · Other revenue: CHILD CARE INCOME

    total $148,019 · excluded $148,019

  • 11e · Other revenue, total

    $1,492,834

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $566,735 · program services $566,735

  • 5 · Compensation of officers, directors and key employees

    total $1,198,152 · management and general $1,198,152

  • 7 · Other salaries and wages

    total $25,461,240 · program services $23,268,844 · management and general $2,130,396 · fundraising $62,000

  • 8 · Pension plan contributions

    total $1,684,407 · program services $1,533,172 · management and general $151,235

  • 9 · Other employee benefits

    total $4,388,641 · program services $4,361,610 · management and general $27,031

  • 10 · Payroll taxes

    total $1,940,175 · program services $1,725,654 · management and general $208,521 · fundraising $6,000

  • 11b · Fees: legal

    total $597,567 · management and general $597,567

  • 11c · Fees: accounting

    total $474,066 · management and general $474,066

  • 11f · Fees: investment management

    total $343,414 · management and general $343,414

  • 11g · Fees: other

    total $1,256,408 · management and general $1,256,408

  • 13 · Office expenses

    total $66,003 · program services $44,822 · management and general $21,181

  • 16 · Occupancy

    total $6,803,125 · program services $5,914,839 · management and general $888,286

  • 17 · Travel

    total $27,571 · program services $14,396 · management and general $13,175

  • 19 · Conferences, conventions and meetings

    total $102,168 · program services $87,074 · management and general $15,094

  • 20 · Interest

    total $2,114,845 · program services $2,114,845

  • 22 · Depreciation, depletion and amortization

    total $10,723,486 · program services $10,723,486

  • 24a · Other expenses: SUPPLIES AND PRESCRIPTI

    total $5,048,154 · program services $5,004,442 · management and general $43,712

  • 24b · Other expenses: EQUIPMENT RENTAL AND MA

    total $1,637,427 · program services $956,704 · management and general $680,723

  • 24c · Other expenses: CONTRACTED SERVICES

    total $760,273 · program services $550,780 · management and general $209,493

  • 24d · Other expenses: DUES

    total $548,764 · program services $409,696 · management and general $139,068

  • 24e · All other expenses

    total $778,242 · program services -$146,792 · management and general $925,034

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,678,931 · end of year $3,881,845

  • 2 · Savings and temporary cash investments

    beginning of year $2,965,705 · end of year $7,202,250

  • 3 · Pledges and grants receivable

    beginning of year $2,430,000 · end of year $2,825,000

  • 4 · Accounts receivable

    beginning of year $1,550,261 · end of year $2,503,141

  • 7 · Other notes and loans receivable

    end of year $1,055,983

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,109,213 · end of year $2,084,929

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

    $274,279,579

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

    $149,369,446

  • 10c · Land, buildings and equipment, net

    beginning of year $117,550,390 · end of year $124,910,133

  • 11 · Investments: publicly traded securities

    beginning of year $107,786,600 · end of year $101,186,469

  • 12 · Investments: other securities

    beginning of year $1,667,708 · end of year $11,312,505

  • 15 · Other assets

    beginning of year $1,792,570 · end of year $1,300,274

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,565,233 · end of year $5,765,363

  • 19 · Deferred revenue

    beginning of year $96,899,818 · end of year $101,647,793

  • 20 · Tax-exempt bond liabilities

    beginning of year $46,305,868 · end of year $43,995,843

  • 21 · Escrow or custodial account liability

    beginning of year $1,045,950 · end of year $1,129,650

  • 25 · Other liabilities

    beginning of year $284,053 · end of year $259,579

  • 27 · Net assets without donor restrictions

    beginning of year $69,589,136 · end of year $78,774,823

  • 28 · Net assets with donor restrictions

    beginning of year $23,841,320 · end of year $26,689,478

Mission and programs · 2023

Mission

IT IS THE PURPOSE OF KENDAL-CROSSLANDS COMMUNITIES TO PROVIDE COMMUNITIES AND SERVICES FOR OLDER PEOPLE IN ACCORDANCE WITH THE PRINCIPLES OF THE RELIGIOUS SOCIETY OF FRIENDS.

Activities or mission (Part I)

TO PROVIDE COMMUNITIES AND SERVICES FOR OLDER PEOPLE IN ACCORDANCE WITH THE PRINCIPLES OF THE RELIGIOUS SOCIETY OF FRIENDS.

  • WE HAVE TWO CONTINUING CARE RETIREMENT COMMUNITIES OPERATING AT THE LOWEST FEASIBLE COST FOR THE LEVEL OF SERVICES PROVIDED. SERVICES INCLUDE HOUSING, HOUSEKEEPING AND MAINTENANCE, CENTRAL DINING, AND LIFETIME CARE ON PREMISES (EXCEPT THOSE REQUIRING HOSPITALIZATION) AS WELL AS SOCIAL, CULTURAL AND RECREATIONAL ACTIVITIES. IN ADDITION, WE HAVE TWO AGE RESTRICTED INDEPENDENT LIVING FACILITIES OPERATING AT THE LOWEST FEASIBLE COST FOR THE LEVEL OF SERVICES PROVIDED. SERVICES INCLUDE HOUSING AS WELL AS HOUSEKEEPING AND MAINTENANCE.

    Expenses $56,833,171 · Grants $566,735 · Revenue $64,219,299

  • KENDAL HOME CARE OFFERS ADDITIONAL SERVICES TO RESIDENTS IN THE KENDAL-CROSSLANDS COMMUNITIES WHEN DAILY ACTIVITIES BECOME MORE CHALLENGING. WHETHER RESIDENCE IN APARTMENT, COTTAGE, PERSONAL CARE, OR SKILLED NURSING. OUR ARRAY OF SERVICES CAN BE PROVIDED DAILY OR ON AN INTERMITTENT BASIS. THE PROGRAM IS FEE-FOR-SERVICE BASED, MEANING IT ALLOWS FOR ONE-TO-ONE ASSISTANCE CHARGED AT AN HOURLY RATE UNDER A SEPARATE AGREEMENT. THE PROGRAM IS LICENSED BY THE PENNSYLVANIA DEPARTMENT OF HEALTH AND DAILY OVERSIGHT OF THE KENDAL HOME CARE PROGRAM IS MANAGED BY THE KENDAL HOME CARE MANAGER. FOR 2023, THE TOTAL VISITS WERE APPROXIMATELY 6,300, SERVICES ARE AVAILABLE 7 DAYS PER WEEK; RESIDENTS CAN USE AS LITTLE AS 15 MINUTES PER DAY; AVERAGE UTILIZATION IS 1.00 HOURS PER DAY IN 2023.

    Expenses $297,136 · Revenue $167,937

As filed on the 2023 return.

Listed in Part VII

  • David Grove

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Frederick Spackman

    CLERK

    Total calculated
    $0
    Hours/week
    2

  • Richard Wortmann

    CLERK (LEFT 04/2023)

    Total calculated
    $0
    Hours/week
    2

  • Susan Renz

    ASSIST. CLERK/TREAS. (AS OF 04/2023)

    Total calculated
    $0
    Hours/week
    2

  • Claire Mooney

    TREASURER (THRU 04/2023), DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Alice Lane-Koerner

    DIRECTOR (LEFT 04/2023)

    Total calculated
    $0
    Hours/week
    2

  • Andrea Taylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Anthony Stover

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Freeman Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jeffrey Wise

    DIRECTOR (LEFT 04/2023)

    Total calculated
    $0
    Hours/week
    2

  • Jonathan Huxtable

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Samira Malik

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sue Petrocelli

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Trish Evans

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Willard Hurd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lisa Marsilio

    CEO

    Total calculated
    $398,535
    From this org
    $356,735
    From related orgs
    $0
    Other
    $41,800
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $356,735
    Bonus
    $0
    Other
    $0
    Deferred
    $19,800
    Nontaxable benefits
    $22,000
    Filer's total
    $398,535

  • Edward Plasha

    CFO

    Total calculated
    $283,621
    From this org
    $246,675
    From related orgs
    $0
    Other
    $36,946
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,675
    Bonus
    $3,000
    Other
    $0
    Deferred
    $14,946
    Nontaxable benefits
    $22,000
    Filer's total
    $283,621

  • Donna S Taylor

    CHIEF HEALTH SERVICES OFFICER

    Total calculated
    $279,668
    From this org
    $242,705
    From related orgs
    $0
    Other
    $36,963
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,705
    Bonus
    $1,000
    Other
    $0
    Deferred
    $14,963
    Nontaxable benefits
    $22,000
    Filer's total
    $279,668

  • Seth Beaver

    VP OF COMMUNITY OPERATIONS

    Total calculated
    $236,330
    From this org
    $201,773
    From related orgs
    $0
    Other
    $34,557
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,273
    Bonus
    $500
    Other
    $0
    Deferred
    $12,557
    Nontaxable benefits
    $22,000
    Filer's total
    $236,330

  • Catherine Emig

    HEALTH SERVICES ADMINISTRATOR

    Total calculated
    $169,925
    From this org
    $153,778
    From related orgs
    $0
    Other
    $16,147
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,778
    Bonus
    $4,000
    Other
    $0
    Deferred
    $9,147
    Nontaxable benefits
    $7,000
    Filer's total
    $169,925

  • Sarah Matas

    HEALTH SERVICES ADMINISTRATOR

    Total calculated
    $185,501
    From this org
    $154,315
    From related orgs
    $0
    Other
    $31,186
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,315
    Bonus
    $4,000
    Other
    $0
    Deferred
    $9,186
    Nontaxable benefits
    $22,000
    Filer's total
    $185,501

  • Helene Quinones

    DIRECTOR OF MARKETING & ADMISSION

    Total calculated
    $172,598
    From this org
    $151,684
    From related orgs
    $0
    Other
    $20,914
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,184
    Bonus
    $4,500
    Other
    $0
    Deferred
    $8,914
    Nontaxable benefits
    $12,000
    Filer's total
    $172,598

  • Joey Quinn-Strauber

    NURSE SUPERVISOR

    Total calculated
    $174,017
    From this org
    $149,363
    From related orgs
    $0
    Other
    $24,654
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,363
    Bonus
    $0
    Other
    $0
    Deferred
    $2,654
    Nontaxable benefits
    $22,000
    Filer's total
    $174,017

  • Jill Arbiz

    DIRECTOR OF NURSING

    Total calculated
    $157,773
    From this org
    $144,285
    From related orgs
    $0
    Other
    $13,488
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,285
    Bonus
    $4,000
    Other
    $0
    Deferred
    $8,488
    Nontaxable benefits
    $5,000
    Filer's total
    $157,773

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
2023
Filed
30 September 2024
IRS schema version
2023v5.1
Source object
202412779349300031

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