2025-11-14T14:34:01-06:00 2024-12-31 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2024-01-01 200548053 KENDAL AT HOME KEND 4408358681 26040 DETROIT ROAD 1 WESTLAKE OH 44145 LYNNE GIACOBBE CEO 4408358681 2025-09-29 1 0 CHRISTOPHER B ANDERSON P00226559 2163630100 2024 2025-03-06 01:10:19Z LYNNE GIACOBBE 26040 DETROIT ROAD STE 1 WESTLAKE OH 44145 6294137 0 X WWW.KAHOME.KENDAL.ORG X 2004 OH KENDAL AT HOME ADVOCATES FOR WELLNESS, HEALTH, AND SUCCESSFUL AGING, REGARDLESS OF AN INDIVIDUAL'S CHOSEN PLACE OF RESIDENCE. 12 12 19 0 0 0 446423 18045 5894351 5755025 202932 521067 66017 0 6609723 6294137 6509 406 0 0 1649451 1840517 0 0 0 4150475 4891470 5806435 6732393 803288 -438256 8497195 8905848 14794917 15400830 -6297722 -6494982 X KENDAL AT HOME ADVOCATES FOR WELLNESS, HEALTH, AND SUCCESSFUL AGING, REGARDLESS OF AN INDIVIDUAL'S CHOSEN PLACE OF RESIDENCE. 0 0 5004443 406 5755025 KENDAL AT HOME CONTINUES TO REDEFINE AGING BY SUPPORTING OLDER ADULTS IN REMAINING SAFELY AND INDEPENDENTLY IN THE HOMES AND COMMUNITIES THEY LOVE. AS A MISSION-DRIVEN NOT-FOR-PROFIT, WE PROVIDE PERSONALIZED CARE COORDINATION, WELLNESS SERVICES, AND PROACTIVE PLANNING FOR OUR 417 MEMBERS ENABLING THEM TO AGE IN PLACE WITH DIGNITY, PURPOSE, AND PEACE OF MIND. ROOTED IN THE VALUES OF THE KENDAL SYSTEM, KENDAL AT HOME OFFERS A UNIQUE APPROACH TO LIFELONG WELLNESS BY DELIVERING HIGH-QUALITY, INDIVIDUALIZED SERVICES DIRECTLY TO MEMBERS IN THEIR OWN HOMES. OUR MODEL PROMOTES INDEPENDENCE, ADAPTABILITY, SOCIAL CONNECTION, AND CONTINUOUS LEARNING MEETING THE EVOLVING NEEDS OF OLDER ADULTS WITH COMPASSION AND INNOVATION. EXPANDING IMPACT IN 2024: IN 2024, WE EXPANDED OUR IMPACT THROUGH EDUCATION AND COMMUNITY OUTREACH FOCUSED ON TWO PRESSING ISSUES: FALL PREVENTION AND COGNITIVE HEALTH. FALLS REMAIN THE LEADING CAUSE OF INJURY AND INJURY-RELATED DEATH FOR AMERICANS AGE 65 AND OLDER. TO HELP MITIGATE THIS RISK, KENDAL AT HOME CONTINUED TO OFFER STEPPING ON, AN EVIDENCE-BASED FALL PREVENTION WORKSHOP SHOWN TO REDUCE THE LIKELIHOOD OF FALLS BY 31%, AS PUBLISHED BY THE JOURNAL OF THE AMERICAN GERIATRICS SOCIETY. WITH GRANT SUPPORT FROM THE OHIO DEPARTMENT OF AGING, WE TAKE GREAT PRIDE IN OFFERING THIS TRAINING IN A VIRTUAL ENVIRONMENT, WHICH NOT ONLY ENSURES ACCESSIBILITY AND CONVENIENCE FOR MEMBERS IN THEIR HOME SETTING, BUT ALSO FOSTERS CASUAL SOCIAL CONNECTIONS AND A SHARED SENSE OF PURPOSE AMONG PARTICIPANTS. THESE GROUP-BASED SESSIONS HELP COMBAT ISOLATION WHILE REINFORCING OUR COMMITMENT TO SUPPORTING BOTH PHYSICAL SAFETY AND EMOTIONAL WELL-BEING AT HOME. OVER THE PAST YEAR, WE HELD QUARTERLY WORKSHOPS EDUCATING 28 NEW PARTICIPANTS, DIRECTLY ENHANCING THEIR SAFETY AND CONFIDENCE. TO COMPLEMENT THESE EFFORTS, WE FURTHER ADVANCED OUR CARE IN HOME INITIATIVE, PROVIDING MEMBERS WITH UP TO FOUR PERSONALIZED IN-HOME TRAINING SESSIONS ANNUALLY TO SUPPORT BALANCE AND MOBILITY. IN 2024, 111 MEMBERS PARTICIPATED IN OVER 725 HOURS OF TRAINING. THIS HANDS-ON SUPPORT WAS ENHANCED BY OTHER ACCESSIBLE WELLNESS PROGRAMS, INCLUDING BALLOFLEX, A SMALL GROUP SEATED FITNESS CLASS, AND SPIRO100, A STREAMING PLATFORM OFFERING TAILORED EXERCISE AND MINDFULNESS CONTENT FOR OLDER ADULTS. BEYOND PHYSICAL HEALTH, KENDAL AT HOME DEEPENED ITS COMMITMENT TO COGNITIVE WELLNESS AND DEMENTIA AWARENESS. AS A PROUD PARTICIPANT IN THE GLOBAL DEMENTIA FRIENDS MOVEMENT, ALL KENDAL AT HOME STAFF MEMBERS ARE TRAINED DEMENTIA CHAMPIONS. IN 2024, WE INCREASED OUR TRAINING CAPACITY BY 40% FACILITATING SESSIONS FOR HEALTHCARE PROFESSIONALS, FIRST RESPONDERS, AND LOCAL MUNICIPAL PARTNERS, EQUIPPING 456 INDIVIDUALS WITH THE TOOLS TO CREATE DEMENTIA-FRIENDLY COMMUNITIES. THROUGH THIS INITIATIVE, WE TRAINED OVER 550 INDIVIDUALS, BUILDING GREATER UNDERSTANDING AND SUPPORT FOR THOSE LIVING WITH COGNITIVE IMPAIRMENT. TRUE TO OUR VALUES, KENDAL AT HOME STAFF ALSO CONTRIBUTED TO THE BROADER COMMUNITY THROUGH SERVICE AND ADVOCACY. STAFF MEMBERS PARTICIPATED IN AWARENESS CAMPAIGNS SUCH AS THE WALK TO END ALZHEIMER'S, SHARED EXPERTISE THROUGH PRESENTATIONS AND PARTNERSHIPS, AND SERVED ON BOARDS AND COALITIONS FOCUSED ON AGING ISSUES. COLLECTIVELY, OUR 15-PERSON TEAM CONTRIBUTED 312 HOURS OF SERVICE, DIRECTLY SUPPORTING 355 INDIVIDUALS, AND GENERATING COMMUNITY IMPACT VALUED AT $30,628 WITH IMMEASURABLE INTANGIBLE BENEFITS FOR THOSE SERVED. AS WE LOOK AHEAD, KENDAL AT HOME REMAINS STEADFAST IN OUR MISSION TO EMPOWER OLDER ADULTS TO THRIVE IN PLACE. THROUGH COMPASSIONATE CARE, INNOVATION, AND A COMMITMENT TO LIFELONG WELLNESS, WE CONTINUE TO FOSTER A FUTURE WHERE AGING IS MET WITH DIGNITY, RESPECT, AND POSSIBILITY. 5004443 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 53 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 0 OH KY MA X KAREN GRAHAM 4408358681 26040 DETROIT ROAD STE 1 WESTLAKE OH 44145 ALAN KOLP CHAIR 2.00 X X 0 0 0 ALLEN MIX TREASURER 1.00 X X 0 0 0 HEATHER AHERN VICE CHAIR 1.00 X X 0 0 0 FRED DEGRANDIS BOARD MEMBER 1.00 X 0 0 0 EDNA CHUN BOARD MEMBER 1.00 X 0 0 0 WENDY FERULLO BOARD MEMBER 1.00 X 0 0 0 JOSEPH HAUBRICH SECRETARY 1.00 X X 0 0 0 JEFF POLLACK BOARD MEMBER 1.00 X 0 0 0 ROSA LICEA-MAILLOUX BOARD MEMBER 1.00 X 0 0 0 COLLEEN RYAN MALLON BOARD MEMBER 1.00 X 0 0 0 MARY PICKEN BOARD MEMBER 1.00 X 0 0 0 LYNNE GIACOBBE CEO 50.00 X 234749 0 13109 KAREN GRAHAM CFO 50.00 X 146060 0 8692 MARLA GORDON DIR.-CLINICAL SERVICES 40.00 X 116269 0 6806 LINDA PANCIO DIRECTOR OF SALES & MARKETING 40.00 X 117922 0 5771 615000 0 34378 4 0 1 0 HOME HELPERS HOME CARE 1991 CROCKER ROAD WESTLAKE OH 44145 MEMBER CARE 436217 KENDAL AT OBERLIN 600 KENDAL DRIVE OBERLIN OH 44074 MEMBER CARE 411438 HOME INSTEAD SENIOR CARE PO BOX 6372 HERMITAGE PA 16148 MEMBER CARE 308511 JUDSON PO BOX 638360 CINCINNATI OH 45263 MEMBER CARE 254941 VEDDA PRINTING 12000 BEREA ROAD CLEVELAND OH 44111 MARKETING 228355 13 18045 18045 MEMBER SERVICE FEES 621610 3534591 3534591 HOME CARE REVENUE 621610 1227955 1227955 AMORT.OF DEF.ENTRY FEE 621610 980179 980179 APPLICATION FEES 621610 12300 12300 5755025 312659 312659 208408 0 208408 208408 208408 6294137 5755025 0 521067 406 406 401614 222205 179409 1128798 623236 505562 52857 32008 20849 140760 91182 49578 116488 65755 50733 232207 91792 140415 1102 526 576 22352 10666 11686 55351 55351 403830 41129 362701 142748 11255 131493 80111 52072 28039 76770 49209 27561 87441 62373 25068 69593 40685 28908 180544 117354 63190 8688 8688 18580 12077 6503 HOME HEALTH CARE 3436913 3436913 TELEPHONE 27029 17569 9460 DUES&SUBSCRIPTIONS 15677 10190 5487 EMPLOYEE RECRUITMENT 3365 2187 1178 29169 13654 15515 6732393 5004443 1727950 0 1218363 743524 175878 126479 115262 67589 228633 214913 18539 13720 6911448 7842525 57705 112011 8497195 8905848 176697 169375 14581744 15141083 36476 90372 14794917 15400830 X -6367611 -6559292 69889 64310 -6297722 -6494982 8497195 8905848 -438256 240996 0 X 0 1 X 1 0 X 16664 248004 30943 446423 18045 760079 4487480 5014439 5525270 5894351 5755025 26676565 4504144 5262443 5556213 6340774 5773070 27436644 5650 675 2250 10850 2100 21525 0 5650 675 2250 10850 2100 21525 27415119 128441 124371 134529 176251 312659 876251 128441 124371 134529 176251 312659 876251 603 66017 66620 4632585 5387417 5690742 6583042 6085729 28379515 0.96600 0.97020 0.03090 0.02630 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 603. 2023 AMOUNT: $ 66,017. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14538 14538 0 214095 200375 13720 13720 OPERATING LEASE LIABILITY 90372 90372 X 6479782 240996 240996 6238786 55351 55351 6294137 6677042 0 6677042 55351 55351 6732393 PART X, LINE 2: FIN 48/ASC 740 FOOTNOTE: INCOME TAXES - KENDAL HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. KENDAL FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS, IF ANY. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON KENDAL'S FINANCIAL STATEMENTS. X X 0 0 0 0 0 0 0 0 0 LYNNE GIACOBBE CEO 234749 0 0 0 0 0 11116 0 1993 0 247858 0 0 0 KAREN GRAHAM CFO 146060 0 0 0 0 0 7394 0 1298 0 154752 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBER OF THE ORGANIZATION - THE KENDAL CORPORATION, A SEC. 501(C)(3) PUBLIC CHARITY, IS THE SOLE MEMBER OF KENDAL AT HOME. FORM 990, PART VI, SECTION A, LINE 7A POWERS OF THE MEMBER - THE DIRECTORS SHALL SEEK AND MUST OBTAIN THE APPROVAL OF THE KENDAL CORPORATION WITH RESPECT TO THE SELECTION OF NEW MEMBERS OF THE BOARD OF DIRECTORS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS RESERVED TO THE MEMBER - THE DIRECTORS SHALL SEEK AND MUST OBTAIN THE APPROVAL OF THE KENDAL CORPORATION WITH RESPECT TO THE FOLLOWING: CHANGES IN CORPORATE PURPOSES; THE INCURRING OF INDEBTEDNESS WITH A VALUE LARGER THAN THAT SPECIFIED IN THE MOST RECENT AFFILIATION AGREEMENT; THE CORPORATION'S USE OF THE NAME "KENDAL; THE SUBSTANCE OF RESIDENT CONTRACTS; THE PURCHASE, SALE, LEASE, OR OTHER DISPOSITION OF ANY REAL ESTATE OR IMPROVEMENTS; DISSOLUTION, MERGER, OR ACQUISITION OF ANOTHER ENTITY; SELECTION OF NEW MEMBERS TO THE BOARD OF DIRECTORS; AND AMENDMENTS TO THE ARTICLES OF INCORPORATION OR THE BY-LAWS. FORM 990, PART VI, SECTION A, LINE 8B MINUTES OF COMMITTEES - NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 - FORM 990 AND ALL ACCOMPANYING SCHEDULES ARE PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. KENDAL AT HOME PROVIDES A COPY OF FORM 990 TO THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL. FORM 990 IS ALSO PROVIDED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING FOR THEIR AWARENESS AND ACCEPTANCE. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT POLICY - THE CONFLICT OF INTEREST POLICY APPLIES TO OFFICERS, KEY EMPLOYEES (IF ANY), AND THE BOARD OF DIRECTORS. KENDAL AT HOME'S GOVERNANCE COMMITTEE OF THE BOARD REVIEWS ALL OF THE COMPLETED CONFLICT OF INTEREST STATEMENTS. THIS INFORMATION IS SUMMARIZED AND SHARED WITH THE FULL BOARD OF DIRECTORS FOR THEIR AWARENESS OF ANY POTENTIAL CONFLICTS. IF A PERSON HAS A CONFLICT, IT IS DISCLOSED AND THEY WILL NOT PARTICIPATE IN THE DECISION MAKING PROCESS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW AND APPROVAL - INDEPENDENT SALARY STUDIES ARE CONDUCTED AS PART OF THE ANNUAL BUDGET PROCESS. KENDAL AT HOME CURRENTLY USES ERI DATA AS THE SOURCE, AND STUDIES ARE RUN BASED ON THE GEOGRAPHIC LOCATION OF THE POSITION. KENDAL AT HOME HAS ADOPTED A BOARD-APPROVED COMPENSATION PLAN WHICH OUTLINES THE GOALS AND PROCESSES UNDER WHICH SALARY CHANGES ARE MADE. FOR THE CEO'S COMPENSATION, A COMPREHENSIVE SALARY STUDY IS PERFORMED BY KENDAL CORPORATION'S VP OF HUMAN RESOURCES. THE FINDINGS ARE PRESENTED TO THE BOARD OF DIRECTORS WHICH CONDUCTS THE ANNUAL PERFORMANCE REVIEW OF THE CEO AND DETERMINES ANY COMPENSATION CHANGES. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS - THE AUDITED FINANCIAL STATEMENTS ARE INCLUDED AS PART OF THE ANNUAL DISCLOSURE STATEMENT. AN ELECTRONIC COPY IS POSTED ON OUR WEBSITE AND MEMBERS ARE NOTIFIED WHEN IT IS UPDATED. THE ELECTRONIC COPY IS AVAILABLE FOR DOWNLOAD TO MEMBERS. THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE FOR PUBLIC INSPECTION. THE KENDAL CORPORATION 1107 BALTIMORE PKE KENNETT SQUARE PA 19348 232688382 DEVELOP AND PROVIDE ADMINISTRATION PA 501(C)(3) LINE 12C, III-FI N/A 0 KENDAL AGING 300 PAGE ST SAN FRANCISCO CA 94102 823361136 PROVIDE SUPPORT SERVICES IN THE OPERATION OF KENDAL AT SONOMA, A ZEN-INSPIRE CA 501(C)(3) LINE 12B, II THE KENDAL CORPORATION 0 KENDAL CHARITABLE FUNDS 1107 BALTIMORE PKE KENNETT SQUARE PA 19348 232626425 MANAGE CHARITABLE CONTRIBUTIONS PA 501(C)(3) LINE 7 THE KENDAL CORPORATION 0 KENDAL NEW YORK 1010 KENDAL WAY SLEEPY HOLLOW NY 10591 061656576 PROVIDE SUPPORTING SERVICES IN OPERATION OF KENDAL ON HUDSON AND NY 501(C)(3) LINE 12A, I THE KENDAL CORPORATION 0 BARCLAY FRIENDS 700 N FRANKLIN ST WEST CHESTER PA 19380 232088476 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 N/A 0 CHANDLER HALL HEALTH SERVICES INC 99 BARCLAY ST NEWTON PA 18940 232365124 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 N/A 0 COLLINGTON EPISCOPAL LIFECARE COMMUNITY INC 10450 LOTTSFORD RD MITCHELLVILLE MD 20721 521281156 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY MD 501(C)(3) LINE 10 N/A 0 KENDAL AT GRANVILLE 2158 COLUMBUS RD GRANVILLE OH 43023 311657346 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY OH 501(C)(3) LINE 10 N/A 0 KENDAL AT HANOVER 80 LYME RD HANOVER NH 03755 020519490 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY NH 501(C)(3) LINE 10 N/A 0 KENDAL AT ITHACA 2230 N TRIPHAMMER RD ITHACA NY 14850 521787487 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY NY 501(C)(3) LINE 10 N/A 0 KENDAL AT OBERLIN 600 KENDAL DR OBERLIN OH 44074 341567246 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY OH 501(C)(3) LINE 10 N/A 0 KENDAL AT SONOMA 300 PAGE ST SAN FRANCISCO CA 94102 814896082 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY CA 501(C)(3) LINE 10 N/A 0 KENDAL ON HUDSON 1010 KENDAL WAY SLEEPY HOLLOW NY 10591 133971396 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY NY 501(C)(3) LINE 10 N/A 0 KENDAL CROSSLANDS COMMUNITIES 1107 BALTIMORE PKE KENNETT SQUARE PA 19348 231906212 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 N/A 0 LEXINGTON RETIREMENT COMMUNITY INC 160 KENDAL DR LEXINGTON VA 24450 541795871 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY VA 501(C)(3) LINE 10 N/A 0 THE ADMIRAL AT THE LAKE 929 W FOSTER AVE CHICAGO IL 60640 362171730 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY IL 501(C)(3) LINE 10 N/A 0 THE LATHROP COMMUNITIES 100 BASSETT BROOK DR EASTHAMPTON MA 01027 042996627 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY MA 501(C)(3) LINE 10 N/A 0 KENDAL NORTHERN OHIO 600 KENDAL DR OBERLIN OH 44074 200547957 SUPPORTING ORGANIZATION FOR KENDAL AT HOME AND KENDAL AT OBERLIN OH 501(C)(3) LINE 10 KENDAL AT OBERLIN 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 THE KENDAL CORPORATION M 180544 ACCRUED BASIS EXPENSE