KENDAL ON HUDSON

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

JEAN ECCLESTON

Phone

9149221000

Tax Period

2023-01-01 to 2023-12-31

KENDAL ON HUDSON, founded in 1997, is a mid-sized nonprofit in the Health Care sector that reported $40.2M in total revenue in fiscal year 2023. Expenses of $36.0M left a modest 10% surplus.

Mission

TO PROVIDE INNOVATIVE PROGRAMS AND SERVICES TO FOSTER THE AUTONOMY AND WELL BEING OF OLDER ADULTS IN OUR COMMUNITY, BASED ON A VALUES-DRIVEN COMMITMENT TO:- SUPPORTING INDEPENDENCE AND EQUALITY- FOSTERING A SPIRIT OF COMMUNITY- FOCUSING ON WELLNESS AND QUALITY HEALTH CARE- CREATING A CLIMATE OF CONTINUOUS LEARNING AND INNOVATION- OPERATING IN A MANNER ALWAYS CONSISTENT WITH THE HIGHEST STANDARDS OF SOCIAL, FISCAL AND GOVERNANCE RESPONSIBILITY IN ORDER TO FULFILL OUR PROMISE OF FUTURE CARE

Program Service Accomplishments

Program 1

Expenses: $30,776,159 Revenue: $36,984,618

IN 2023, KENDAL ON HUDSON (KOH) FULFILLED ITS MISSION AND SERVED CONTRACT HOLDERS BETWEEN THE AGES OF 68 AND 105. AS A TYPE A CARE RETIREMENT COMMUNITY (CCRC), KOH HAS A LIFETIME OBLIGATION OF CARE TO ALL SUCH RESIDENTS, INCLUSIVE OF THE PROVISION OF CHARITY CARE SHOULD RESIDENTS BECOME UNABLE TO PAY. KOH SERVED 20 PERSONS AS DIRECT ADMISSION RESIDENTS TO OUR ENRICHED HOUSING AND SKILLED NURSING PROGRAMS. AS REQUIRED UNDER NY REGULATION, AT LEAST 23% OF ALL DIRECT ADMISSIONS TO KOH MUST BE MEDICAID OR DUAL ELIGIBLE PATIENTS. CARE AND SERVICES TO RESIDENTS INCLUDE A RESIDENT CARE CENTER WHERE PHYSICIANS VISIT ON AN AS NEEDED BASIS AND A NURSE PRACTITIONER PROVIDES CARE 5 DAYS A WEEK.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $151,498

Program Service Revenue $37,032,892

Investment Income $2,355,753

Other Revenue $674,651

TOTAL REVENUE $40,214,794

Expense Breakdown

Grants Paid $190,099

Salaries & Benefits $14,759,222

Fundraising Expenses $0

Program Expenses $30,776,159

Other Expenses $21,069,965

TOTAL EXPENSES $36,019,286

Year-over-Year Comparison

	2023	2022	Change
Revenue	$40,214,794	$39,765,614	+0.0%
Expenses	$36,019,286	$34,796,566	+0.0%
Net Income	$4,195,508	$4,969,048	-0.2%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

254

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$461,506

Total Directors

Key Employees

$469,990

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNN TEPPER	CHAIR	4.00	Officer Director	$0	$0	$0
SHARON WEXLER	VICE CHAIR	4.00	Officer Director	$0	$0	$0
BERNARD JOE LILLIS	TREASURER	4.00	Officer Director	$0	$0	$0
ED NAPOLEON	SECRETARY	4.00	Officer Director	$0	$0	$0
HOWARD PERMUT	DIRECTOR	4.00	Director	$0	$0	$0
ADRIANA MURPHY	DIRECTOR	4.00	Director	$0	$0	$0
BARRY MORRIS	DIRECTOR	4.00	Director	$0	$0	$0
DEBORAH WOOD	DIRECTOR	4.00	Director	$0	$0	$0
CAROLINE PERSELL	DIRECTOR	4.00	Director	$0	$0	$0
JOHN SORICE	DIRECTOR	4.00	Director	$0	$0	$0
JEFFREY BRENSILVER	DIRECTOR	4.00	Director	$0	$0	$0
VICTORIA GEARITY	DIRECTOR	4.00	Director	$0	$0	$0
MARLENE CALMAN	DIRECTOR	4.00	Director	$0	$0	$0
KIRAN BATHEJA	DIRECTOR	4.00	Director	$0	$0	$0
SAM VIEIRA	DIRECTOR	4.00	Director	$0	$0	$0
JEAN ECCLESTON	CEO/CFO	40.00	Officer	$336,164	$33,916	$370,080
PAMELA KLAPPROTH	CEO (UNTIL 2/23/23)	40.00	Officer	$78,290	$13,136	$91,426
LISA WACHT	HEALTH SERVICES ADMINISTRATOR	40.00	Key Emp	$189,869	$51,014	$240,883
ROBERT MICHAEL	DIRECTOR OF FACILITIES	40.00	Key Emp	$215,093	$14,014	$229,107
RICHARD SHEEHY	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$165,554	$10,705	$176,259
BRIDGET REILLY	DIRECTOR OF FINANCE	40.00	Highest	$189,730	$19,833	$209,563
LOIS DISTEFANO	DIRECTOR OF MARKETING	40.00	Highest	$164,617	$24,745	$189,362
ELLEN OTTSTADT	DIRECTOR OF RESIDENT SERVI	40.00	Highest	$164,566	$26,271	$190,837
RICKNELL TESORIO	REGISTERED NURSE	53.00	Highest	$163,881	$43,510	$207,391

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$40,214,794	$36,019,286	$199,846,702	$4,195,508
2022	$39,765,614	$34,796,566	$187,896,003	$4,969,048
2021	$36,128,421	$33,924,825	$201,830,109	$2,203,596
2020	$35,992,737	$32,980,107	$198,828,526	$3,012,630
2019	$31,477,564	$31,894,804	$195,614,631	$-417,240
2018	$29,545,650	$30,853,588	$182,836,678	$-1,307,938