Kendal At Home
- Assets
- $8.0m
- Revenue
- $5.6m
- Investments
- $0.0
- Employees
- 19
- Location
- Westlake, OH
- Founding
- 10/2004
- Data as of
- 12/2021
- EIN
- 20-0548053
Organization Overview
Kendal At Home is located in Westlake, OH. The organization was established in 2004. According to its NTEE Classification (P75) the organization is classified as: Supportive Housing for Older Adults, under the broad grouping of Human Services and related organizations. As of 12/2021, Kendal At Home employed 19 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Kendal At Home is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Kendal At Home generated $5.6m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 10.5% each year . All expenses for the organization totaled $6.5m during the year ending 12/2021. While expenses have increased by 10.6% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
KENDAL AT HOME PROMOTES WELLNESS, HEALTH & SUCCESSFUL AGING WHEREVER SOMEONE CHOOSES TO LIVE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ROOTED IN QUAKER PRINCIPLES, KENDAL AT HOME HONORS ITS MISSION AS A NOT-FOR-PROFIT ORGANIZATION BY PROVIDING FOR INDIVIDUALS OF DIVERSE BACKGROUNDS, SOCIAL IDENTITIES AND LIFESTYLES A RANGE OF OPTIONS FOR SUCCESSFUL AGING, WHEREVER THEY CHOOSE TO LIVE. THROUGH A ROBUST AND EXPANDING NETWORK OF SERVICES, KENDAL AT HOME OFFERS A BETTER WAY TO MEET THE NEEDS OF OLDER ADULTS WHO CHOOSE TO STAY IN THE COMFORT OF THEIR HOMES AND COMMUNITIES AS THEY AGE. OUR LONG-TERM PARTNERSHIPS, COMMUNITY ENGAGEMENT AND DEDICATED TEAM OF CARE COORDINATORS ENABLE OLDER ADULTS TO RETAIN THEIR AUTONOMY, WHILE EXPLORING AVENUES FOR CONTINUOUS LEARNING AND SOCIAL RELATIONSHIPS. (CONTINUED ON SCHEDULE O)OUR ESTABLISHED, LONGSTANDING LIFE CARE PROGRAM PROVIDES MEMBERS A CONTINUUM OF CARE THAT ENCOMPASSES THEIR PHYSICAL, PSYCHOLOGICAL AND SPIRITUAL NEEDS AS THEY AGE. THE LIFE PLAN COORDINATION TEAM AT KENDAL AT HOME DEVELOPS INDIVIDUAL BASELINE WELLNESS ASSESSMENTS, ENHANCING THE MEMBERS HEALTH THROUGH VARIOUS TECHNOLOGIES, PHYSICAL FITNESS SESSIONS, AND INNOVATIVE COGNITIVE WELLNESS INITIATIVES. KENDAL AT HOME PROVIDES EDUCATIONAL FORUMS TO MEMBERS AS WELL AS THE COMMUNITY AT LARGE AND SERVES AS A RESOURCE ON AGING MATTERS FOR PUBLIC ADVOCACY.CENTRAL TO KENDAL AT HOME'S MISSION IS A DEEP COMMITMENT TO COMMUNITY ENGAGEMENT AND ADVOCACY, WHICH HAS ONLY GROWN STRONGER IN 2021. OUR COMMUNITY IMPACT PROGRAM HAS DRIVEN STAFF, MEMBERS AND ORGANIZATION LEADERS TO SUPPORT THEIR RESPECTIVE COMMUNITIES THROUGH IN-KIND SERVICES, CONTINUING EDUCATION, VOLUNTEERISM AND ADVOCACY WORK. THESE HAVE MANIFESTED IN PARTNERSHIPS AND CONTRIBUTIONS TO LIKE-MINDED, MISSION-DRIVEN ORGANIZATIONS INCLUDING DEMENTIA FRIENDS, BIG BROTHERS BIG SISTERS, REGIONAL FOOD BANKS AND MORE. IN 2021, KENDAL AT HOME MEMBERS AND STAFF PROVIDED 283 SERVICE HOURS AND $20,258 IN COMPARABLE VALUE TO THEIR RESPECTIVE COMMUNITIES ACROSS THE COUNTRY.SINCE OUR BEGINNINGS IN 2004, WE HAVE PROVIDED SUPPORT TO OVER 513 MEMBERS, WITH 34 NEW MEMBERS WELCOMED IN 2021. KENDAL AT HOME'S SUSTAINABLE AND EASILY TRANSFERRABLE PROGRAM MODEL CONTINUES TO FUEL SUBSTANTIAL EXPANSIONS INTO NEW MARKETS, MOST RECENTLY NORTHERN KENTUCKY AND MASSACHUSETTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lynne Giacobbe Executive Director | Officer | 50 | $200,337 |
Karen Graham Chief Financial Officer | 50 | $131,385 | |
Marla Gordon Director Of Clinical Servi | 50 | $107,435 | |
Michael Carlin Board Chair | OfficerTrustee | 2 | $0 |
Allen Mix Vice Chair & Treasurer | OfficerTrustee | 2 | $0 |
Patricia Mezinskis Secretary | OfficerTrustee | 2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Brodeur Partners Marketing | 12/30/21 | $1,454,347 |
Kendal At Oberlin Facility Services | 12/30/21 | $529,165 |
In House Healthcare Health Care | 12/30/21 | $266,699 |
Kendal Corporation Affiliation Fees | 12/30/21 | $408,428 |
Humanna At Home Health Care | 12/30/21 | $497,472 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $35,000 |
| Government grants | $200,300 |
| All other contributions, gifts, grants, and similar amounts not included above | $12,704 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $248,004 |
| Total Program Service Revenue | $5,014,439 |
| Investment income | $124,371 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $173,762 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $5,561,179 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,612 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $213,419 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,072,054 |
| Pension plan accruals and contributions | $100,616 |
| Other employee benefits | $132,695 |
| Payroll taxes | $88,817 |
| Fees for services: Management | $666,836 |
| Fees for services: Legal | $51,530 |
| Fees for services: Accounting | $4,547 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $34,482 |
| Fees for services: Other | $7,347 |
| Advertising and promotion | $1,001,808 |
| Office expenses | $71,787 |
| Information technology | $91,356 |
| Royalties | $0 |
| Occupancy | $83,495 |
| Travel | $41,708 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $23,417 |
| Interest | $0 |
| Payments to affiliates | $210,998 |
| Depreciation, depletion, and amortization | $13,039 |
| Insurance | $15,210 |
| All other expenses | $2,578,888 |
| Total functional expenses | $6,506,661 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $593,215 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $839,628 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $64,822 |
| Net Land, buildings, and equipment | $30,813 |
| Investments—publicly traded securities | $6,418,740 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $19,692 |
| Total assets | $7,966,910 |
| Accounts payable and accrued expenses | $263,301 |
| Grants payable | $0 |
| Deferred revenue | $13,447,727 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $318,690 |
| Other liabilities | $0 |
| Total liabilities | $14,029,718 |
| Net assets without donor restrictions | -$6,122,408 |
| Net assets with donor restrictions | $59,600 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $7,966,910 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Kendal At Home has recieved totaling $35,066.
| Awarding Organization | Amount |
|---|---|
Religious Society Of Friends Foundation For The Aging Inc Langhorne, PA PURPOSE: WEEKLY COFFEE | $35,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $66 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Evergreens Fort Washington, PA | $100,353,926 | $21,284,774 |
Sunset Retirement Communities Inc Toledo, OH | $108,190,573 | $24,563,176 |
Brethren Retirement Community Greenville, OH | $42,948,048 | $21,022,668 |
Artman Lutheran Home Ambler, PA | $58,762,001 | $19,567,052 |
Presbyterian Homes And Services Of Ky Inc Louisville, KY | $21,197,492 | $21,992,512 |
Friendship Village Of Columbus Ohio Inc Columbus, OH | $29,113,635 | $19,234,809 |
Trinity Continuing Care Services Indiana Inc Farmington Hills, MI | $52,731,208 | $17,209,435 |
Swiss Village Inc Berne, IN | $36,821,357 | $17,319,920 |
South Franklin Circle Chagrin Falls, OH | $119,628,647 | $17,611,481 |
Bethlen Home Of The Hungarian Reformed Federation Of America Ligonier, PA | $24,911,659 | $19,095,488 |
Franklin United Methodist Home Inc Franklin, IN | $75,232,007 | $21,825,584 |
Evangelical Services For The Aging Warminster, PA | $46,788,382 | $16,687,453 |