2025-11-14T20:36:45-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2024-01-01 814896082 KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY KEND 7078663676 1801 BOXHEART DR HEALDSBURG CA 95448 ROB LIPPINCOTT BOARD CHAIR 6103351241 2025-11-12 1 1 LISA N RYSSEL CPA P00643670 7149781300 2025-11-12 2024 2025-03-06 01:10:19Z ENSO VILLAGE ROB LIPPINCOTT 1801 BOXHEART DR HEALDSBURG CA 95448 13915747 0 X HTTPS://ENSO.KENDAL.ORG X 2016 CA TO OPERATE A ZEN-INSPIRED COMMUNITY FOR OLDER ADULTS TO FURTHER THE VALUES AND IDEALS OF KENDAL AND SAN FRANCISCO ZEN CENTER. 10 10 127 10 0 0 0 366558 254347 10705823 326875 2682821 19156 142177 600378 13897379 0 0 0 0 2664053 8126019 0 0 0 5740470 24800158 8404523 32926177 -7804145 -19028798 374782099 310880448 396182711 351309858 -21400612 -40429410 X AN AUTHENTIC, SUSTAINABLE, AWAKE, ENGAGED COMMUNITY, EVOLVING THE PRACTICE OF SENIOR LIVING IN A CALM, COMPASSIONATE, RESPECTFUL ENVIRONMENT, INFORMED BY THE TEACHINGS OF WISDOM AND CONTEMPLATIVE CARE. 0 0 23506723 0 10705823 PROVIDE A ZEN INSPIRED CONTINUING CARE RETIREMENT COMMUNITY THAT HOUSES 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. FOUNDED AS A NONPROFIT ORGANIZATION ROOTED IN QUAKER VALUES, KENDAL AT SONOMA IS A VIBRANT, DIVERSE, AND INCLUSIVE COMMUNITY DEDICATED TO HEALTHY AGING. WE FOSTER INDEPENDENCE, LIFELONG LEARNING, ENGAGEMENT IN AND SERVICE TO THE WIDER COMMUNITY, MEANINGFUL SOCIAL AND INTERGENERATIONAL CONNECTIONS, AND ACCESS TO EXCELLENT HEALTH CARE. 23506723 1 1 0 0 0 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 41 0 1 127 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X ADAM BULATEWICZ 7078663676 1801 BOXHEART DR HEALDSBURG CA 95448 GREG MCCLUNE VICE CHAIR 3.00 0.00 X X 0 0 0 ROB LIPPINCOTT CHAIR 8.00 2.00 X X 0 0 0 SPENCE HAMRICK TREASURER 3.00 0.00 X X 0 0 0 SUSAN O'CONNELL SECRETARY 3.50 0.00 X X 0 0 0 ALISON LUM DIRECTOR 1.00 0.00 X 0 0 0 DAN HIRSCH DIRECTOR 1.00 0.00 X 0 0 0 LAURA FERRACANE DIRECTOR 1.00 0.00 X 0 0 0 PAUL KUENSTNER DIRECTOR 2.00 0.00 X 0 0 0 ROY REMER DIRECTOR 1.50 0.00 X 0 0 0 WALTER KEISER DIRECTOR 2.00 0.00 X 0 0 0 ADAM BULATEWICZ DIRECTOR OF FINANCE 40.00 0.00 X 202861 0 17725 ROSEMARY JORDAN CEO (THRU 4/24) 16.00 0.00 X 277532 0 4877 NESTOR ELIGIO-MENDEZ VP OF RESIDENT EXPERIENCE (THRU 6/24) 40.00 0.00 X 0 0 0 TIMOTHY SCHAEFER DIRECTOR OF IT 40.00 0.00 X 160817 0 9923 FLORENCE VAN HEUSDEN DIRECTOR OF NURSING 40.00 0.00 X 153006 0 4347 ERIN PARTRIDGE LIFE ENRICHMENT DIRECTOR 38.00 0.00 X 140330 0 3460 KYLE EVANS DIRECTOR OF NOURISHMENT 40.00 0.00 X 126033 0 4074 NICHOLAS FLORES DIRECTOR OF MARKETING 40.00 0.00 X 115178 0 657 1175757 0 45063 9 0 1 0 THE WEITZ COMPANY PO BOX 310474 DES MOINES IA 50331 GENERAL CONTRACTOR 1021241 GREENBRIER DEVELOPMENT 3232 MCKINNEY AVE S1160 DALLAS TX 75204 MANAGEMENT CONSULTING AND DEVELOPMENT 807125 2 366558 366558 RESIDENT SERVICES 623000 7867424 7867424 ENTRANCE FEES 623000 2838399 2838399 10705823 2701189 2701189 18368 -18368 -18368 -18368 MISCELLANEOUS REVENUE 900099 142177 142177 142177 13897379 10705823 0 2824998 502994 316887 186107 6424554 3964472 2460082 102634 80523 22111 611878 475242 136636 483959 299077 184882 183197 183197 202430 202430 2424977 893054 1531923 617063 1011 616052 10753 1526 9227 607034 64217 542817 1215276 1180387 34889 79788 4049 75739 20229 1027 19202 7830163 7605437 224726 6968265 6737696 230569 2185180 117374 2067806 RESIDENT SERVICES 1206473 1206473 SUPPLIES 562234 416905 145329 REPAIRS & MAINTENANCE 541665 76886 464779 MISCELLANEOUS 74274 10543 63731 71157 53937 17220 32926177 23506723 9419454 0 385013 645258 111305148 42352205 183382 7777865 230565 402972 267632387 7935239 262664553 259697148 5000 5000 8438 0 374782099 310880448 8418005 4793117 14702463 33889088 280194133 170082716 92868110 142544937 396182711 351309858 X -21400612 -40727215 297805 -21400612 -40429410 374782099 310880448 -19028798 0 X X 0 1 X 1 0 X 366558 366558 55500 13200 8100 254347 10705823 11036970 55500 13200 8100 254347 11072381 11403528 361558 361558 156164 156164 517722 517722 10885806 7734 200 266 326875 2701189 3036264 7734 200 266 326875 2701189 3036264 2255 2255 16901 142177 159078 63234 13400 8366 600378 13915747 14601125 0.74550 0.47690 0.20790 0.49550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 297805 297805 1 1 13216249 13216249 222418856 5736458 216682398 15998663 629922 15368741 6502756 775831 5726925 9495863 793028 8702835 259697148 RELATED PARTY LOAN 4820000 RESIDENT DEPOSITS 4156384 REFUNDABLE ENTRANCE FEES 133568553 142544937 X 13915747 0 13915747 -18368 -18368 13897379 32944545 18368 18368 32926177 0 32926177 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC, HOWEVER, WOULD BE LIABLE FOR TAX ON ANY UNRELATED BUSINESS INCOME. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS FROM SALE OF AN ASSET -18,368. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS FROM SALE OF AN ASSET 18,368. X X X X X 1 0 0 0 0 0 0 0 0 ROSEMARY JORDAN CEO (THRU 4/24) 113278 0 0 0 164254 0 3789 0 1088 0 282409 0 0 0 ADAM BULATEWICZ DIRECTOR OF FINANCE 173652 0 29209 0 0 0 4290 0 13435 0 220586 0 0 0 TIMOTHY SCHAEFER DIRECTOR OF IT 158858 0 1959 0 0 0 3161 0 6762 0 170740 0 0 0 FLORENCE VAN HEUSDEN DIRECTOR OF NURSING 148797 0 4209 0 0 0 3032 0 1315 0 157353 0 0 0 PART I, LINE 4A ROSEMARY JORDAN - 151,000 ERIN PARTRIDGE - 23,162 A CALIFORNIA PUBLIC FINANCE AUTHORITY 474447476 13057GAD1 2021-06-09 299541065 CONSTRUCTION 0 0 0 A 110080000 299541065 11505875 18604453 5571514 260359938 3499284 2023 0 0 0 0 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS TWO MEMBERS - ZEN INSPIRED SENIOR LIVING, LLC, A CALIFORNIA LIMITED LIABILITY COMPANY, AND KENDAL AGING, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. THE MEMBERS HAVE THE POWERS AND ONLY THE POWERS GIVEN TO THEM IN THE BYLAWS, AND WITHOUT REGARD TO ANY OTHER POWERS GIVEN TO MEMBER IN THE CALIFORNIA NONPROFIT CORPORATION LAW. FORM 990, PART VI, SECTION A, LINE 7A AT LEAST ONE DIRECTOR SHALL BE SELECTED FROM A LIST OF AT LEAST THREE CANDIDATES PROVIDED BY KENDAL AGING. AT LEAST ONE DIRECTOR SHALL BE SELECTED FROM A LIST OF AT LEAST THREE CANDIDATES PROVIDED BY ZEN INSPIRED SENIOR LIVING, LLC, A CALIFORNIA LIMITED LIABILITY COMPANY. STAFF MEMBERS AND OFFICERS OF EITHER ORGANIZATION SHALL NOT BE BOARD MEMBERS AFTER THE COMMUNITY IS OPEN. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS SHALL HAVE ALL POWERS AND AUTHORITY NECESSARY FOR THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION, PROVIDED THAT THE CORPORATION SHALL SEEK AND MUST OBTAIN THE APPROVAL OF THE MEMBERS BEFORE UNDERTAKING ANY OF THE FOLLOWING ACTIONS: (1) ANY CHANGE IN CORPORATE PURPOSES; (2) INCURRING INDEBTEDNESS WITH A PRINCIPAL AMOUNT HIGHER THAN THAT SPECIFIED IN THE AFFILIATION AGREEMENT; (3) ANY MATERIAL CHANGE IN THE CONTRACT WHICH KENDAL AT SONOMA EXECUTES WITH ITS RESIDENTS; (4) THE PURCHASE, SALE, LEASE, ENCUMBRANCE OR OTHER DISPOSITION OF ANY REAL ESTATE OR IMPROVEMENTS THEREON, WITH A VALUE GREATER THAN THAT SPECIFIED IN THE AFFILIATION AGREEMENT; (5) DISSOLUTION, ACQUISITION BY ANOTHER ENTITY (WHETHER BY MERGER, ASSET SALE, CHANGE OF CONTROL OR OTHERWISE), DIVISION, OR ACQUISITION OF ANOTHER ENTITY (WHETHER BY MERGER, ASSET SALE, CHANGE OF CONTROL OR OTHERWISE); (6) THE SELECTION OF ANY NEW MEMBER OF THE BOARD OF DIRECTORS OF THE CORPORATION; AND (7) AMENDMENT TO THE ARTICLES OF INCORPORATION OR THE FOLLOWING SECTIONS OF THE BYLAWS OF THE CORPORATION: 1, 2, 5, 6.1, 6.2, 6.4, 6.6, 6.10, 12.4, 13.2, 14.1, 14.2, 14.3, 14.4, 15.1, 15.2, AND 15.3. KENDAL AGING AND ZEN-INSPIRED SENIOR LIVING, LLC SHALL HAVE THE RIGHT TO REVIEW KENDAL AT SONOMA'S OPERATIONS, STRATEGIC AND OTHER PLANS, CONSISTENCE WITH STRATEGIC PRIORITIES OF THE KENDAL SYSTEM, AND FINANCIAL PROJECTIONS AND PERFORMANCE. IF, IN THE JUDGMENT OF KENDAL AGING, KENDAL AT SONOMA IS NOT OPERATING IN ACCORD WITH THE VALUES AND PRACTICES AND THE AFFILIATION AGREEMENT, TO THE EXTENT NOT PROHIBITED BY THE LAWS OF CALIFORNIA, KENDAL AGING MAY REQUEST, AND REQUIRE IF NECESSARY, KENDAL AT SONOMA TO TAKE APPROPRIATE ACTION TO ADDRESS THE SITUATION. IN ADDITION TO THE POWERS RESERVED TO MEMBERS AS DESCRIBED ABOVE, THE CORPORATION SHALL SEEK AND MUST OBTAIN THE APPROVAL OF KENDAL AGING BEFORE USING OR MAKING ANY CHANGES IN ITS USE OF THE NAME "KENDAL AND SHALL SEEK AND MUST OBTAIN THE APPROVAL OF ZEN-INSPIRED SENIOR LIVING, LLC, BEFORE USING OR MAKING ANY CHANGES IN ITS USE OF THE TERM "SAN FRANCISCO ZEN CENTER." FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL GO TO THE AUDIT COMMITTEE AND THE FINANCE COMMITTEE TO REVIEW AND PROVIDE FEEDBACK. ONCE FEEDBACK HAS BEEN CONSOLIDATED AND ACTED UPON, THEN IT WILL GO TO THE BOARD FOR A QUORUM. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, ALL BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT. THE PRESIDENT AND CEO'S OFFICE MONITORS THIS PROCESS. IF THERE IS A CONFLICT OF INTEREST, THE BOARD IS MADE AWARE OF THE CONFLICT AND THE BOARD MEMBER INVOLVED DOES NOT SPEAK OR VOTE ON THOSE RELATED ISSUES. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS REVIEWED AND APPROVED ON AN ANNUAL BASIS BY THE EXECUTIVE COMMITTEE. DURING THIS REVIEW THE EXECUTIVE COMMITTEE UTILIZES COMPARABILITY DATA OF OTHER ORGANIZATIONS OF THIS NATURE AND THE RESULTS OF THEIR REVIEW AND DECISIONS ARE FORWARDED TO HUMAN RESOURCES. THE PROCESS FOR OTHER OFFICERS IS THE SAME, EXCEPT COMPARABILITY SURVEYS ARE UTILIZED ON AN AS-NEEDED-BASIS INSTEAD OF ANNUALLY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE EMMA PORTAL OF THE MSRB, AND ON THE COMPANY'S WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. THE KENDAL CORPORATION 591 COLLABORATION WAY SUITE 603 NEWARK DE 19713 232688382 DEVELOP, SUPPORT & COORDINATE A SYSTEM OF COMMUNITIES &SVCS FOR OLDER ADULTS PA 501(C)(3) LINE 12C, III-FI N/A 0 KENDAL AGING 591 COLLABORATION WAY SUITE 603 NEWARK DE 19713 823361136 DEVELOP, SUPPORT & COORDINATE A SYSTEM OF COMMUNITIES &SVCS FOR OLDER ADULTS CA 501(C)(3) LINE 12B, II THE KENDAL CORPORATION 0 KENDAL NEW YORK 591 COLLABORATION WAY SUITE 603 NEWARK DE 19713 061656576 DEVELOP, SUPPORT & COORDINATE A SYSTEM OF COMMUNITIES &SVCS FOR OLDER ADULTS NY 501(C)(3) LINE 12B, II THE KENDAL CORPORATION 0 KENDAL CHARITABLE FUNDS 591 COLLABORATION WAY SUITE 603 NEWARK DE 19713 232626425 TRANSFORM THE EXPERIENCE OF AGING BY SUPPORTING THE KENDAL CORPORATION AND A PA 501(C)(3) LINE 7 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 LIFE CARE COMMUNITY 10450 LOTTSFORD RD MITHCELLVILLE MD 20721 521281156 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY MD 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 HOME 27519 DETROIT RD WESTLAKE OH 44145 200548053 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY OH 501(C)(3) LINE 10 N/A 0 KENDAL AT ITHICA INC 2230 NORTH TRIPHAMMER RD ITHICA 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 ON HUDSON 1010 KENDAL WAY SLEEPY HOLLOW NY 10591 133971396 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY CA 501(C)(3) LINE 10 N/A 0 KENDAL-CROSSLANDS COMMUNITIES 1107 E BALTIMORE PK KENNETT SQUARE PA 19348 231906212 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY NY 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 WEST FOSTER AVE CHICAGO IL 60640 362171730 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY IL 501(C)(3) LINE 10 N/A 0 THE LATHROP COMMUNITIES INC 100 BASSETT BROOK DR EASTHAMPTON MA 01027 042996627 OPERATE A 55 & OVER COMMUNITY MA 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0