KENDAL AT HOME (EIN 200548053) - Form 990 Financial Analysis & Trantor Score

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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

2004

Legal Domicile

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.

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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 $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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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

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

$379,188

Total Directors

Key Employees

Highest Compensated

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

KENDAL AT HOME