KENDAL AT HOME

EIN: 200548053 501(c)(3) Human Services

WESTLAKE, OH

Total Revenue
$6,609,723
Total Expenses
$5,806,435
Total Assets
$8,497,195
Net Assets
$-6,297,722
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
OH
Principal Officer
LYNNE GIACOBBE
Phone
4408358681
Tax Period
2023-01-01 to 2023-12-31

KENDAL AT HOME, founded in 2004, is a community nonprofit in the Human Services sector that reported $6.6M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $5.8M left a modest 12% surplus.

Mission

KENDAL AT HOME ADVOCATES FOR WELLNESS, HEALTH, AND SUCCESSFUL AGING, REGARDLESS OF AN INDIVIDUAL'S CHOSEN PLACE OF RESIDENCE.

Program Service Accomplishments

Program 1
Expenses: $4,209,251 Revenue: $5,960,368

KENDAL COMMUNITIES WERE ESTABLISHED WITH THE NOBLE PURPOSE OF ADDRESSING THE EVOLVING NEEDS OF OLDER ADULTS BY OFFERING INNOVATIVE SERVICES THAT PROMOTE WELLNESS AND DIGNITY IN HEALTH CARE. AMONG...

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KENDAL COMMUNITIES WERE ESTABLISHED WITH THE NOBLE PURPOSE OF ADDRESSING THE EVOLVING NEEDS OF OLDER ADULTS BY OFFERING INNOVATIVE SERVICES THAT PROMOTE WELLNESS AND DIGNITY IN HEALTH CARE. AMONG THESE COMMUINITIES KENDAL AT HOME UNIQUELY PROVIDES THIS CARE IN THE SETTING MEMBERS CALL HOME PROMOTING INDEPENDENCE, ADAPTABILITY, SOCIAL CONNECTION, AND LIFELONG LEARNING.AS PART OF OUR NOT-FOR-PROFIT MISSION, WE ENDEAVOR TO CONTINUALLY IDENTIFY INNOVATIONS IN AGING AND EDUCATE THOSE WITHIN THE KENDAL AT HOME NETWORK ON SOME OF THE MOST PROMINENT HEALTHCARE CHALLENGES FACING OLDER ADULTS TODAY. OUR PRIMARY FOCUS AREAS ARE FALL PREVENTION AND COGNITIVE IMPAIRMENT. IT IS ALARMING THAT EVERY SECOND OF EVERY DAY, AN OLDER ADULT (AGE 65+) IN THE US SUFFERS A FALL; THESE ARE THE LEADING CAUSE OF INJURY AND INJURY-RELATED DEATH IN THIS AGE GROUP. KENDAL AT HOME CONTINUED FACILITATING STEPPING ON, AN EVIDENCE-BASED EDUCATIONAL WORKSHOP AIMED AT PREVENTING FALLS IN OLDER ADULTS, IN 2023. AS PUBLISHED IN THE JOURNAL OF THE AMERICAN GERIATRICS SOCIETY, THIS PROGRAM WAS FOUND TO HELP REDUCE THE LIKELIHOOD OF FALLS BY 31 PERCENT. UTILIZING ADDITIONAL GRANTS FROM THE OHIO DEPARTMENT OF AGING, AN ADDITIONAL CARE COORDINATOR STAFF MEMBERS WAS TRAINED AND CERTIFIED TO TEACH THIS PROGRAM. WE TAKE PRIDE IN BEING THE FIRST TO BE ABLE TO OFFER THE TRAINING VIRTUALLY. SINCE OBTAINING OUR CREDENTIALS, WE HAVE SUCCESSFULLY CONDUCTED QUARTERLY CLASSES AND TRAINED 49 MEMBERS MAKING A TANGIBLE IMPACT ON THEIR SAFETY AND WELL-BEING.TO FURTHER ENGRAIN THESE TEACHINGS IN OUR SERVICE TO MEMBERS, KENDAL AT HOME EMBARKED ON OTHER COMPREHENSIVE PROGRAMS FOR MEMBERS.OUR CARE IN HOME INITIATIVE EXTENDS FOUR PERSONAL TRAINING SESSIONS PER YEAR TO HELP MEMBERS MAINTAIN AND IMPROVE THEIR BALANCE THROUGH TRAINING CONDUCTED IN THE PRIVACY AND COMFORT OF THEIR OWN HOME. PARTICIPATION IN THIS INITIATIVE HAS BEEN REMARKABLE, WITH 95 MEMBERS PARTICIPATING IN OVER 440 HOURS OF PERSONAL TRAINING IN 2023, REPRESENTING A 20% INCREASE FROM THE PRIOR YEAR. IN CONJUNCTION WITH IN-HOME PERSONAL TRAINING, WE HAVE INTRODUCED OTHER EFFECTIVE PROGRAMS LIKE BALLOFLEX, A SMALL GROUP SEATED EXERCISE PROGRAM, AND SPIRO 100, WHICH PROVIDES VIDEO STREAMING FITNESS AND WELLNESS CLASSES FOR OLDER ADULTS. BEYOND PHYSICAL HEALTH, THE KENDAL AT HOME TEAM IS DEEPLY COMMITTED TO RAISING AWARENESS ABOUT COGNITIVE IMPAIRMENT AND BUILDING DEMENTIA-FRIENDLY COMMUNITIES. WE PROUDLY PARTICIPATE IN THE DEMENTIA FRIENDS PROGRAM, WHICH IS A GLOBAL MOVEMENT THAT IS CHANGING THE WAY PEOPLE THINK, ACT, AND TALK ABOUT DEMENTIA. EVERY STAFF MEMBER WITHIN OUR NETWORK IS TRAINED TO BE A DEMENTIA CHAMPION. AS PART OF THIS PROGRAM, WE REGULARLY FACILITATE TRAININGS FOR FRONTLINE HEALTHCARE WORKERS (SUCH AS FIREFIGHTERS AND PARAMEDICS), AND WE PARTNER WITH LOCAL MUNICIPALITIES TO EDUCATE THOSE COMMUNITY MEMBERS WHO SEEK TO BETTER UNDERSTAND THE UNIQUE NEEDS OF AND MAKE A POSITIVE IMPACT ON OLDER ADULTS LIVING WITH DEMENTIA. IN ALL, WE HAVE TRAINED OVER 130 PEOPLE THROUGH OUR PARTICIPATION IN THIS PROGRAM, 89 IN 2024.IN LINE WITH OUR MISSION, WE CONTINUOUSLY STRIVE TO ENHANCE THE CARE WE PROVIDE TO OUR MEMBERS ENSURING IT REMAINS RESPONSIVE TO THE EVOLVING NEEDS AND CHALLENGES OF OLDER ADULTS.WE EMBRACE A CULTURE OF GENEROSITY AND RESPONSIBILITY, WITH ALL KENDAL AT HOME STAFF ACTIVELY ENGAGING IN COMMUNITY BENEFIT ACTIVITIES THROUGHOUT THE YEAR. SHARING TIME AND KNOWLEDGE FROM SOME OF THE INITIATIVES PREVIOUSLY MENTIONED, RAISING FUNDS AND AWARENESS FOR ALZHEIMER'S BY PARTICIPATING IN THE COMMUNITY WALK TO END ALZHEIMER'S, AND SERVING ON STATE AND LOCAL ORGANIZATIONS TAKING AN ACTIVE ROLE IN AGING ISSUES. IN 2023 THESE EFFORTS OF OUR FIFTEEN STAFF MEMBERS GENERATED 320 HOURS OF SERVICE, DIRECTLY SERVING 298 PEOPLE, AND TOUCHING COUNTLESS OTHERS. THE VALUE OF ALL EFFORTS WAS $27,628 WITH COUNTLESS INTANGIBLE BENEFITS TO BOTH STAFF AND THOSE THEY SERVED.AS WE LOOK TO THE FUTURE, OUR COMMITMENT TO EXCELLENCE AND COMPASSIION IN ELDER CARE REMAINS UNWAVERING. WE WILL CONTINUE TO EVOLVE AND ADAPT OUR SERVICES TO MEET THE NEEDS OF OLDER ADULTS, WITH THE ULTIMATE GOAL OF FOSTERING A SOCIETY THAT VALUES AND SUPPORTS THE WELL-BEING AND DIGNITY OF OUR AGING POPULATION.

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Trantor Score

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $446,423
Program Service Revenue $5,894,351
Investment Income $202,932
Other Revenue $66,017
TOTAL REVENUE $6,609,723

Expense Breakdown

Grants Paid $6,509
Salaries & Benefits $1,649,451
Fundraising Expenses $0
Program Expenses $4,209,251
Other Expenses $4,150,475
TOTAL EXPENSES $5,806,435

Year-over-Year Comparison

2023 2022 Change
Revenue $6,609,723 $5,715,274 +0.2%
Expenses $5,806,435 $6,211,016 -0.1%
Net Income $803,288 $-495,742 -2.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
11
Employees
19
Volunteers
N/A

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
5
$379,188
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALAN KOLP CHAIR 2.00
Officer Director
$0 $0 $0
ALLEN MIX VICE CHAIR 2.00
Officer Director
$0 $0 $0
HEATHER AHERN SECRETARY & TREASURER 2.00
Officer Director
$0 $0 $0
ANDREW FAUVER BOARD MEMBER 1.00
Director
$0 $0 $0
EDNA CHUN BOARD MEMBER 1.00
Director
$0 $0 $0
FRANCIS MARTINES BOARD MEMBER 1.00
Director
$0 $0 $0
JOSEPH HAUBRICH BOARD MEMBER 1.00
Director
$0 $0 $0
JEFF POLLACK BOARD MEMBER 1.00
Director
$0 $0 $0
ROSA LICEA-MAILLOUX BOARD MEMBER 1.00
Director
$0 $0 $0
COLLEEN RYAN MALLON BOARD MEMBER 1.00
Director
$0 $0 $0
MARY PICKEN BOARD MEMBER 1.00
Director
$0 $0 $0
LYNNE GIACOBBE CEO 50.00
Officer
$216,503 $14,459 $230,962
KAREN GRAHAM CFO 50.00
Officer
$138,647 $9,579 $148,226
MARLA GORDON DIR.-CLINICAL SERVICES 50.00
Highest
$112,618 $7,716 $120,334
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 $6,609,723 $5,806,435 $8,497,195 $803,288
2022 $5,715,274 $6,211,016 $7,378,560 $-495,742
2021 $5,561,179 $6,506,661 $7,966,910 $-945,482
2020 $4,643,936 $5,154,257 $7,561,040 $-510,321
2019 $4,036,529 $4,605,395 $6,786,140 $-568,866
2018 $3,941,506 $4,281,752 $5,690,102 $-340,246
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