Kendal At Sonoma A Zen Inspired Community
- Assets
- $324.5m
- Revenue
- $13.4k
- Investments
- $0.0
- Employees
- 0
- Location
- Healdsburg, CA
- Founding
- 03/2018
- Data as of
- 12/2021
- EIN
- 81-4896082
Organization Overview
Kendal At Sonoma A Zen Inspired Community is located in Healdsburg, CA. The organization was established in 2018. According to its NTEE Classification (L22) the organization is classified as: Senior Citizens Housing & Retirement Communities, under the broad grouping of Housing & Shelter and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Kendal At Sonoma A Zen Inspired Community is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO OPERATE A ZEN-INSPIRED COMMUNITY FOR OLDER ADULTS TO FURTHER THE VALUES AND IDEALS OF KENDAL AND SAN FRANCISCO ZEN CENTER
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDE A ZEN INSPIRED CONTINUING CARE RETIREMENT COMMUNITY THAT UPON COMPLETION WILL HAVE 221 INDEPENDENT LIVING UNITS, 30 ASSISTED LIVING UNITS, AND 24 MEMORY CARE UNITS.KENDAL AND SAN FRANCISCO ZEN CENTER ARE COMMITTED TO CREATING AN INCLUSIVE RETIREMENT COMMUNITY, OPEN TO ALL, AND ROOTED IN THE FUNDAMENTAL VALUES OF KINDNESS AND COMPASSION-EMPHASIZING SPIRITUAL AS WELL AS PHYSICAL WELL-BEING.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Rob Lippincott Chair | OfficerTrustee | 5 | $0 |
Spence Hamrick Treasurer | OfficerTrustee | 3 | $0 |
Paul Kuenstner Director | Trustee | 3 | $0 |
Greg Mcclune Director | Trustee | 2 | $0 |
Susan O'connell Director | Trustee | 20 | $0 |
Will Rosenzweig Director | Trustee | 2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
The Weitz Company Llc Construction | 12/30/21 | $17,301,829 |
Cliftonlarsonallen Llp Accounting Services | 12/30/21 | $101,850 |
Greenbrier Development Llc Development Consulting | 12/30/21 | $4,953,721 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $13,200 |
| Investment income | $200 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $13,400 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| 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. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $48,732 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $271,782 |
| Advertising and promotion | $1,289,161 |
| Office expenses | $356,215 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $25,068 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $92,771 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $290,969 |
| Insurance | $114,141 |
| All other expenses | $2,072,500 |
| Total functional expenses | $4,561,339 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $702,775 |
| Savings and temporary cash investments | $254,024,542 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $183,267 |
| 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 | $85,692 |
| Net Land, buildings, and equipment | $69,490,303 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $17,047 |
| Total assets | $324,503,626 |
| Accounts payable and accrued expenses | $7,721,933 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $298,126,967 |
| 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 | $29,317,623 |
| Total liabilities | $335,166,523 |
| Net assets without donor restrictions | -$10,662,897 |
| Net assets with donor restrictions | $0 |
| 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 | $324,503,626 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Hollenbeck Palms Los Angeles, CA | $91,601,425 | $22,351,666 |
899 Charleston Palo Alto, CA | $143,487,864 | $17,017,896 |
Bay Area Senior Services Inc San Mateo, CA | $56,248,028 | $16,762,634 |
Midpen Property Management Corporation Foster City, CA | $4,229,808 | $16,638,795 |
Casa La Merced Inc C/O Falkenberg/Gilliam & Associates Pasadena, CA | $0 | $52,026 |
Scott Street Senior Housing Complex Incorporated San Francisco, CA | $43,555,702 | $18,828,763 |
Sun Health Colonnade Sun City West, AZ | $94,057,593 | $16,072,885 |
Palo Alto Senior Housing Project Inc Palo Alto, CA | $9,912,770 | $1,163,322 |
Christian Care Tucson Inc Phoenix, AZ | $29,450,689 | $13,520,695 |
Alma Via Of San Francisco Alameda, CA | $25,364,635 | $12,193,885 |
Seascape Senior Housing Inc Walnut Creek, CA | $1,410,799 | $12,833,123 |
Meadowbrook Village Christian Retirement Community Escondido, CA | $70,664,658 | $10,740,685 |