KENDAL AT OBERLIN (EIN 341567246) - 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

1990

Legal Domicile

Principal Officer

SETH VILENSKY

Phone

4407750094

Tax Period

2024-01-01 to 2024-12-31

KENDAL AT OBERLIN, founded in 1990, is a mid-sized nonprofit in the Human Services sector that reported $28.9M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $24.9M left a modest 14% surplus.

Mission

FOUNDED ON QUAKER VALUES, WE OFFER A VIBRANT, DIVERSE, CARING COMMUNITY SERVING OLDER ADULTS AND CONTRIBUTING TO THE OBERLIN COMMUNITY AND BEYOND IN NORTHEAST OHIO.

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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 (2024)

Revenue Breakdown

Contributions & Grants $701,175

Program Service Revenue $25,309,965

Investment Income $2,863,437

Other Revenue $1,070

TOTAL REVENUE $28,875,647

Expense Breakdown

Grants Paid $338,613

Salaries & Benefits $12,398,698

Fundraising Expenses $7,034

Program Expenses $20,760,289

Other Expenses $12,191,387

TOTAL EXPENSES $24,935,732

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,875,647	$25,853,974	+0.1%
Expenses	$24,935,732	$23,779,860	+0.0%
Net Income	$3,939,915	$2,074,114	+0.9%

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

329

Volunteers

246

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

$888,780

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VILLARREAL JOAN	CHAIR	3.00	Officer Director	$0	$0	$0
STECKER-HUGHES DOMINIQUE	VICE CHAIR	3.00	Officer Director	$0	$0	$0
SCHULTZ LIZ	2ND VICE CHAIR	3.00	Officer Director	$0	$0	$0
BENJAMIN BARB	SECRETARY	3.00	Officer Director	$0	$0	$0
SOUTHWORTH JACK	TREASURER	3.00	Officer Director	$0	$0	$0
CHUANG WUU-SHUNG	BOARD MEMBER	2.00	Director	$0	$0	$0
DERSTINE ANDRIA	BOARD MEMBER	2.00	Director	$0	$0	$0
KONKOLY TOM	BOARD MEMBER	2.00	Director	$0	$0	$0
MCIVER ANNETTE	BOARD MEMBER	2.00	Director	$0	$0	$0
MONCHEIN ROBERT	BOARD MEMBER	2.00	Director	$0	$0	$0
MOORE SCOTT	BOARD MEMBER	2.00	Director	$0	$0	$0
SHIFERAW MICHAEL	BOARD MEMBER	2.00	Director	$0	$0	$0
STORER DAN	BOARD MEMBER	2.00	Director	$0	$0	$0
STYER DAN	BOARD MEMBER	2.00	Director	$0	$0	$0
VERHOSKE CARMEN	BOARD MEMBER	2.00	Director	$0	$0	$0
CONWAY ROLLIN	BOARD MEMBER	2.00	Director	$0	$0	$0
MANDEREN BETSY	BOARD MEMBER	2.00	Director	$0	$0	$0
OLIN GARY	BOARD MEMBER	2.00	Director	$0	$0	$0
SUTHERLAND TRACY	BOARD MEMBER	2.00	Director	$0	$0	$0
THOMAS BARBARA	CHIEF EXEUCTIVE OFFICER THRU FEB 24	50.00	Officer	$70,813	$6,097	$76,910
VILENSKY SETH	CHIEF EXEUCTIVE OFFICER	50.00	Officer	$284,164	$36,868	$321,032
O'MALLEY ANN	CHIEF FINANCIAL OFFICER	50.00	Officer	$261,379	$20,908	$282,287
TERRELL STACY	CHIEF HEALTH SERVICES OFFICER	50.00	Officer	$172,650	$35,901	$208,551
MERLENO TONI	DIRECTOR OF HR & OPER. SERVICE	50.00	Highest	$153,561	$22,589	$176,150
PETSAS CHRYSTN	NURSE PRACTIONER	50.00	Highest	$123,164	$41,362	$164,526
LEEK KIM	DIRECTOR OF NURSING	50.00	Highest	$129,200	$11,040	$140,240
MILLER JUDITH	DIRECTOR OF IT / ACCOUNTING	50.00	Highest	$123,934	$20,346	$144,280
KOVACH TERESA	DIRECTOR OF MARKETING	50.00	Highest	$102,962	$19,046	$122,008

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	$28,875,647	$24,935,732	$130,591,966	$3,939,915
2023	$25,853,974	$23,779,860	$124,198,609	$2,074,114
2022	$27,558,474	$22,526,463	$119,793,857	$5,032,011
2021	$27,347,742	$20,720,014	$128,343,682	$6,627,728
2020	$25,691,600	$20,112,028	$123,781,532	$5,579,572
2019	$22,154,244	$19,181,673	$115,211,670	$2,972,571
2018	$21,986,142	$19,122,264	$107,148,382	$2,863,878

KENDAL AT OBERLIN