Kendal At Oberlin is located in Oberlin, OH. The organization was established in 1996. 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 Oberlin employed 308 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Kendal At Oberlin 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 Oberlin generated $27.3m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 6.0% each year. All expenses for the organization totaled $20.7m during the year ending 12/2021. While expenses have increased by 2.6% 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
FOUNDED ON QUAKER VALUES, WE OFFER A VIBRANT, DIVERSE, CARING COMMUNITY SERVING OLDER ADULTS AND CONTRIBUTING TO THE OBERLIN COMMUNITY AND BEYOND IN NORTHEAST OHIO.
Describe the Organization's Program Activity:
Part 3 - Line 4a
KENDAL AT OBERLIN OPENED IN 1993 AND HAS PROVIDED SERVICES TO OVER 881 RESIDENTS FROM 37 STATES AND THE DISTRICT OF COLUMBIA. KENDAL AT OBERLIN IS A LIFE PLAN COMMUNITY (ALSO KNOWN AS A CONTINUING CARE RETIREMENT COMMUNITY), AN ACCREDITED ORGANIZATION UNDER THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES (CARF) STANDARDS AND HAS BEEN IDENTIFIED AS A 5 STAR RATED NURSING HOME BY THE CENTER OF MEDICARE AND MEDICAID SERVICES (CMS). KENDAL AT OBERLIN HAS ALSO RECEIVED A SPECIAL DESIGNATION AS A PERSON CENTERED LONG TERM CARE COMMUNITY AND AS A DEMENTIA CARE SPECIALTY PROGRAM BY CARF.(CONTINUED ON SCHEDULE O)KENDAL AT OBERLIN IS COMMITTED TO SOCIAL RESPONSIBILITY BY PROVIDING LEADERSHIP IN THE GREATER COMMUNITY AND MAKING KENDAL'S CAMPUS SPACES AND ONSITE PROGRAMS ACCESSIBLE TO THE LARGER COMMUNITY. SOME OF THE WAYS KENDAL CONNECTS WITH THE LARGER COMMUNITY INCLUDE:-KENDAL WELCOMES THE PUBLIC TO ART GALLERY TALKS, LECTURES, THEATRICAL AND MUSICAL PERFORMANCES FREE OF CHARGE.-OUR MEETING ROOMS WERE MADE AVAILABLE TO OVER 30 NONPROFIT ORGANIZATIONS FREE OF CHARGE.-MORE THAN 100 NEIGHBORING OLDER ADULTS ARE SERVED ANNUALLY IN KENDAL'S REHABILITATION AND FITNESS PROGRAMS.-MORE THAN 100 LOCAL STUDENTS FROM NURSING, REHABILITATION AND VOCATIONAL SCHOOLS WERE PROVIDED CLINICAL TRAINING AT KENDAL AT OBERLIN TO PREPARE THEM PROFESSIONALLY.-MORE THAN 30 AREA FAMILIES USE KENDAL'S ACCREDITED 5-STAR EARLY LEARNING PROGRAM (RATED BY THE STATE OF OHIO) FROM TODDLERS TO PRE-KINDERGARTEN CHILDREN. KENDAL AT OBERLIN'S EARLY LEARNING CENTER IS A PARTNER MEMBER AND ON THE STEERING COMMITTEE OF THE OBERLIN KIDS COLLABORATIVE THAT WAS ESTABLISHED BY THE UNITED WAY FOUNDATION. THE PROGRAM DEPENDS ON PARTNER ENGAGEMENT TO DEVELOP SOLUTIONS TO ENSURE ALL CHILDREN FROM BIRTH THROUGH PRE-K ENTER OBERLIN SCHOOL YEARS HEALTHY AND READY TO LEARN. THEIR FOCUS IS ON COMMUNITY-LEVEL IMPACT TO SUPPORT CHILDREN AND FAMILIES THROUGH SYSTEMS OF CHANGE, RESEARCH AND EVALUATION, ADVOCACY, AND PROGRAMMING. -KENDAL AT OBERLIN RECENTLY RECEIVED A PROGRAM OF DISTINCTION FROM GENERATIONS UNITED FOR ITS INTERGENERATIONAL PROGRAMMING OFFERED THROUGH KENDAL'S EARLY LEARNING CENTER, INVOLVEMENT WITH HIGH SCHOOL AND COLLEGE LEVEL STUDENTS IN PROGRAMMING THROUGHOUT THE CAMPUS COMMUNITY.-THE CITY OF OBERLIN WAS ALSO RECOGNIZED AS BEING ONE OF THE 5 BEST INTERGENERATIONAL COMMUNITIES.-KENDAL AT OBERLIN HAS MADE REAL ESTATE TAX PAYMENTS OF OVER $7.4 MILLION SINCE 2000. THIS HAS RESULTED IN SIGNIFICANT ECONOMIC IMPACT TO THE CITY OF OBERLIN AND THE LOCAL SCHOOL SYSTEM.-KENDAL AT OBERLIN HAS APPROXIMATELY 232 EMPLOYEES WHICH HAVE PROVIDED OVER $358 MILLION OF ECONOMIC BENEFIT IN THE LAST TWO DECADES TO LORAIN COUNTY FROM THE PAYROLL DOLLARS PAID TO EMPLOYEES.-KENDAL AT OBERLIN RESIDENTS, STAFF AND BOARD OF DIRECTORS HAVE VOLUNTEERED 45,057 OF RECORDED SERVICE HOURS ON AN ANNUAL BASIS THAT BENEFIT OVER 80 DIFFERENT NONPROFIT ORGANIZATIONS IN LORAIN COUNTY. THESE VOLUNTEER HOURS HAVE AN ECONOMIC VALUE OF OVER $1.2 MILLION PER YEAR FOR A CUMULATIVE IMPACT OF APPROXIMATELY $20.7 MILLION OVER THE PAST 2 DECADES.-KENDAL AT OBERLIN IS A LEADER IN THE FIELD OF AGING SERVICES AND HAS BEEN INSTRUMENTAL IN SUPPORTING BOTH THE NATIONAL AND STATE LEADERSHIP ACADEMY PROGRAMS THROUGH STAFF LEADERSHIP.-LEADING AGE AND LEADING AGE OHIO (NATIONAL AND STATE AGING SERVICES ORGANIZATION) HAS RECOGNIZED KENDAL AT OBERLIN FOR THE FOLLOWING PROGRAMS THAT ARE CONSIDERED MODEL PRACTICES:1. HUMAN RESOURCES APPROACH OF RECRUITING FROM WITHIN, WHICH HAS SUCCESSFULLY RECRUITED AND RETAINED CURRENT EMPLOYEES;2. THE FALLS AT RISK PROGRAM WHICH HAS REDUCED THE NUMBER OF RESIDENT FALLS AND INJURIES;3. RECEIVED THE PUBLIC TRUST AWARD FOR KENDAL AT OBERLIN'S PUBLICITY PLUGS PROGRAM FOR PROVIDING POSITIVE PUBLICITY FOR OBERLIN SCHOOLS;4. RECOGNIZED FOR ACHIEVING EXCELLENCE IN SURVEY RESULTS;5. RATED AS A 5 STAR RATING BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES WHICH IS THE HIGHEST RATING POSSIBLE AND PLACES KENDAL AT OBERLIN AMONG THE TOP SKILLED NURSING FACILITIES IN THE STATE OF OHIO;6. LEADINGAGE OHIO AWARDED KENDAL AT OBERLIN'S MOLLY KAVANAUGH THE EXCELLENCE IN COMMUNICATIONS AWARD FOR PROMOTING A POSITIVE IMAGE OF SENIOR SERVICES.-IN ADDITION, KENDAL AT OBERLIN'S RESIDENTS AND STAFF ACTIVELY CONTRIBUTE AND ENGAGE IN A VARIETY OF COMMUNITY EVENTS SUCH AS THE "WALK TO END ALZHEIMER'S", UNITED WAY, FAMILY PROMISE AND OBERLIN COMMUNITY SERVICES TO NAME ONLY A FEW.KENDAL AT OBERLIN CONTINUES TO BE COMMITTED TO PROVIDING A HIGH QUALITY PROGRAM IN SERVICE TO THE RESIDENTS, IS A LEADER IN THE FIELD OF AGING SERVICES AND COMMITTED TO PROVIDING OUTREACH TO THE LARGER COMMUNITY. "TOGETHER, KENDAL AT OBERLIN IS TRANSFORMING THE EXPERIENCE OF AGING".VOLUNTARY EVENT DISCLOSURE - COVID-19:WITH THE WORLD HEALTH ORGANIZATION'S DECLARATION OF A WORLDWIDE PANDEMIC DUE TO THE SPREAD OF THE CORONAVIRUS (COVID-19), WE KNOW THERE IS AN IMPACT ON GLOBAL MARKETS, SUPPLY CHAINS, BUSINESSES, AND COMMUNITIES. THE IMPACTS ON KENDAL AT OBERLIN HAVE INCLUDED ADDITIONAL COSTS FOR EMERGENCY PREPAREDNESS AND RESPONSE, DISEASE CONTROL AND CONTAINMENT, PERSONNEL SHORTAGES, OR LOSS OF REVENUE DUE TO REDUCTIONS IN CERTAIN REVENUE STREAMS. THE FULL IMPACT OF COVID-19 IS UNKNOWN AND CANNOT BE REASONABLY PREDICTED OR ESTIMATED AT THIS TIME.KENDAL AT OBERLIN HAS DEPLOYED ENHANCED INFECTION CONTROL MEASURES, WHICH HAVE BEEN DEVELOPED FOR PREVIOUS VIRAL OUTBREAKS, AND WE ARE ON HEIGHTENED ALERT AS RECOMMENDATIONS FROM THE CDC AND OTHER PUBLIC HEALTH OFFICIALS EVOLVE TO ADDRESS THE LATEST DEVELOPMENTS. WE ARE IN FREQUENT COMMUNICATION WITH THE KENDAL CORPORATION TO LEVERAGE RESOURCES AND KENDAL AT OBERLIN STAFF MEET DAILY TO PROACTIVELY STRATEGIZE AND PLAN FOR POTENTIAL SCENARIOS. OUR CLINICIANS ARE WORKING WITH LOCAL AND STATE HEALTH DEPARTMENTS TO FOLLOW THEIR GUIDELINES TO MITIGATE THE SPREAD AND IMPACT OF THE VIRUS.MARKETING AND COMMUNICATIONS-RECOGNIZING THE CHALLENGES OF MARKETING UNDER THE CURRENT CIRCUMSTANCES, THE MARKETING PROGRAM IS ADDING TO ITS DIGITAL STRATEGY IN ORDER TO MAINTAIN OCCUPANCY LEVELS.-ADDITIONAL RESOURCES HAVE BEEN PUT IN PLACE TO MAXIMIZE CONNECTIONS WITH WAITLIST AND PROSPECTIVE RESIDENTS VIA TELEPHONE, MAIL, EMAIL, AND VIRTUAL CONTACTS USING FACETIME, ZOOM, WEBEX AND SIMILAR VIDEOTELEPHONY TECHNOLOGIES.-DIGITAL EVENTS HAVE BEEN IMPLEMENTED FOR PROSPECTIVE RESIDENTS RELATED TO GENERAL KNOWLEDGE OF KENDAL AT OBERLIN AND THE FINANCIAL CONSIDERATIONS OF A LIFE PLAN COMMUNITY.-REGULAR UPDATES ON SOCIAL MEDIA SITES WITH VIDEOS, INSPIRATIONAL QUOTES AND ARTICLES, INCLUDING RESIDENTS AND PROSPECTS, TO ENGAGE WITH THE EXTERNAL COMMUNITY.-CREATION OF INFORMATIONAL VIDEOS, INCLUDING TOURS OF AVAILABLE APARTMENTS, RESIDENT TESTIMONIALS AND RESIDENT AND STAFF BIOS.-VIRTUAL SUPPORT GROUPS FOR HEALTH CENTER RESIDENCES' FAMILY MEMBERS, COORDINATED WITH SOCIAL WORKERS, ALLOWING FAMILY MEMBERS TO ASK QUESTIONS AND STAY CONNECTED WITH KENDAL AT OBERLIN.FINANCE-TO RECOVER SOME OF THE ADDITIONAL EXPENSES OF COVID-19, KENDAL AT OBERLIN HAS APPLIED FOR APPROPRIATE GRANTS AND LOANS FROM GOVERNMENT AND OTHER SOURCES.-IN COLLABORATION WITH OTHER ORGANIZATIONS IN THE KENDAL SYSTEM, WE HAVE ENGAGED IN GROUP PURCHASING FOR SUPPLIES AND OTHER PURCHASES TO PROVIDE APPROPRIATE LEVELS OF SERVICE TO OUR RESIDENTS AND A SAFE ENVIRONMENT FOR OUR STAFF.-IN 2021, KENDAL AT OBERLIN WAS RATED BY THE FITCH RATING AGENCY AND RECEIVED A RATING UPGRADE TO AN A+ WITH A STABLE OUTLOOK.FOR INFORMATION ABOUT COVID-19 IN OUR GEOGRAPHIC AREA, PLEASE REFER TO OHIO DEPARTMENT OF HEALTH AT HTTPS://CORONAVIRUS.OHIO.GOV/WPS/PORTAL/GOV/COVID-19 AND THE LORAIN COUNTY PUBLIC HEALTH HTTPS://WWW.LORAINCOUNTYHEALTH.COM/CORONAVIRUS. FOR KENDAL AT OBERLIN UPDATES, PLEASE REFER TO KAO.KENDAL.ORG/NEWS.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Thomas Barbara Chief Exeuctive Officer | Officer | 50 | $316,472 |
O'malley Ann Chief Financial Officer | Officer | 50 | $205,960 |
Terrell Stacy Chief Health Services Offi | Officer | 50 | $150,055 |
Merleno Toni Director Of Hr & Oper. Ser | 50 | $129,370 | |
Carrion Reynaldo Director Of Facility Servi | 50 | $112,239 | |
Zehe Gregory Director Of Hospitality Se | 50 | $110,849 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Wallace Management Corp Therapy Provider | 12/30/21 | $277,356 |
Trumbull Plumbing & Heating Plumbing And Heating | 12/30/21 | $154,807 |
Hiti Difrancesco And Siebold Inc Architecture And Interior Design | 12/30/21 | $117,175 |
Pullin Painting & Remodeling Painting Contractor | 12/30/21 | $172,334 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $65,361 |
Government grants | $60,171 |
All other contributions, gifts, grants, and similar amounts not included above | $716,419 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $841,951 |
Total Program Service Revenue | $23,748,008 |
Investment income | $853,569 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $1,133 |
Net Gain/Loss on Asset Sales | $1,903,081 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $27,347,742 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $100,000 |
Grants and other assistance to domestic individuals. | $202,100 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $750,012 |
Compensation of current officers, directors, key employees. | $750,012 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $7,175,983 |
Pension plan accruals and contributions | $315,819 |
Other employee benefits | $1,730,547 |
Payroll taxes | $546,783 |
Fees for services: Management | $0 |
Fees for services: Legal | $59,980 |
Fees for services: Accounting | $37,299 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $6,270 |
Fees for services: Investment Management | $202,957 |
Fees for services: Other | $457,943 |
Advertising and promotion | $326,956 |
Office expenses | $100,107 |
Information technology | $389,218 |
Royalties | $0 |
Occupancy | $1,819,500 |
Travel | $6,999 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $25,420 |
Interest | $499,976 |
Payments to affiliates | $641,381 |
Depreciation, depletion, and amortization | $2,855,288 |
Insurance | $66,508 |
All other expenses | $140,400 |
Total functional expenses | $20,720,014 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $868,476 |
Savings and temporary cash investments | $1,870,310 |
Pledges and grants receivable | $10,500 |
Accounts receivable, net | $1,742,670 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $187,002 |
Prepaid expenses and deferred charges | $314,957 |
Net Land, buildings, and equipment | $52,723,366 |
Investments—publicly traded securities | $68,031,381 |
Investments—other securities | $0 |
Investments—program-related | $427,918 |
Intangible assets | $0 |
Other assets | $2,167,102 |
Total assets | $128,343,682 |
Accounts payable and accrued expenses | $1,898,983 |
Grants payable | $0 |
Deferred revenue | $45,431,351 |
Tax-exempt bond liabilities | $17,888,770 |
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 | $0 |
Other liabilities | $572,500 |
Total liabilities | $65,791,604 |
Net assets without donor restrictions | $56,216,038 |
Net assets with donor restrictions | $6,336,040 |
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 | $128,343,682 |
Over the last fiscal year, we have identified 6 grants that Kendal At Oberlin has recieved totaling $109,396.
Awarding Organization | Amount |
---|---|
United Way Of Greater Lorain County Lorain, OH PURPOSE: EDUCATION - KINDERGARTEN READINESS | $103,217 |
Schwab Charitable Fund San Francisco, CA PURPOSE: HUMAN SERVICES | $5,300 |
Nord Family Foundation Amherst, OH PURPOSE: MATCHING - GENERAL OPERATING SUPPORT | $300 |
Nord Family Foundation Amherst, OH PURPOSE: MATCHING - GENERAL OPERATING SUPPORT | $300 |
Nord Family Foundation Amherst, OH PURPOSE: MATCHING - GENERAL OPERATING SUPPORT | $200 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $79 |
Beg. Balance | $1,131,577 |
Earnings | $162,710 |
Net Contributions | $37,665 |
Other Expense | $9,657 |
Ending Balance | $1,322,295 |
Organization Name | Assets | Revenue |
---|---|---|
Messiah Home Mechanicsburg, PA | $178,549,269 | $51,412,413 |
Brethren Home Community New Oxford, PA | $203,107,620 | $47,521,434 |
Maple Knoll Communities Inc Cincinnati, OH | $123,123,326 | $44,611,272 |
The Mennonite Home Lancaster, PA | $196,485,253 | $48,109,566 |
Masonic Homes Of Kentucky Inc Masonic Home, KY | $92,700,057 | $43,584,418 |
United Methodist Retirement Communities Inc Chelsea, MI | $156,901,085 | $36,318,347 |
Michigan Masonic Home Alma, MI | $52,789,973 | $43,622,202 |
Henry Ford Village Inc Dearborn, MI | $17,115,339 | $84,991,852 |
Landis Homes Retirement Community Lititz, PA | $172,325,737 | $44,637,724 |
Otterbein Lebanon Lebanon, OH | $186,378,501 | $44,867,411 |
Meadowood Corporation Worcester, PA | $160,208,688 | $42,941,264 |
Garden Spot Village New Holland, PA | $169,543,574 | $40,104,692 |