KENDAL AT OBERLIN

EIN: 341567246 501(c)(3) Human Services

OBERLIN, OH

Total Revenue
$28,875,647
Total Expenses
$24,935,732
Total Assets
$130,591,966
Net Assets
$68,233,072
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Financial Trends

Organization Details

Formation Year
1990
Legal Domicile
OH
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 AS A NONPROFIT ORGANIZATION BASED ON QUAKER VALUES, WE ARE A VIBRANT, DIVERSE, INCLUSIVE, CARING COMMUNITY FOCUSED ON HEALTHY AGING. (CONTINUED ON SCHEDULE O)WE SUPPORT INDIVIDUAL LIFESTYLES BY PROMOTING INDEPENDENCE, CONTINUOUS LEARNING, ENGAGEMENT IN AND SERVICE TO THE WIDER COMMUNITY, SOCIAL AND INTERGENERATIONAL RELATIONSHIPS, AND EXCELLENT HEALTH CARE. KENDAL AT OBERLIN OPERATES A CONTINUING CARE RETIREMENT FACILITY IN OBERLIN, OH CONSISTING OF 225 RESIDENTIAL UNITS WITH A COMMON FACILITY, 5 CERTIFIED AND LICENSED MEDICARE NURSING HOME BEDS AND 55 LICENSED UNITS FOR RESIDENTIAL CARE, AND 19 PRIVATE MEMORY CARE SUITES. PROGRAM SERVICE COSTS ALSO INCLUDE ADMISSION EXPENSES. SERVICES INCLUDE HOUSING, CENTRAL DINING, A FULL CONTINUUM OF CARE ON PREMISES, AS WELL AS SOCIAL, CULTURAL AND RECREATIONAL ACTIVITIES.

Program Service Accomplishments

Program 1
Expenses: $20,760,289 Revenue: $25,309,965

KENDAL AT OBERLIN OPENED IN 1993 AND HAS PROVIDED SERVICES TO OVER 951 RESIDENTS FROM 39 STATES AND THE DISTRICT OF COLUMBIA. KENDAL AT OBERLIN IS A LIFE PLAN COMMUNITY (ALSO KNOWN AS A CONTINUING...

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KENDAL AT OBERLIN OPENED IN 1993 AND HAS PROVIDED SERVICES TO OVER 951 RESIDENTS FROM 39 STATES AND THE DISTRICT OF COLUMBIA. KENDAL AT OBERLIN IS A LIFE PLAN COMMUNITY (ALSO KNOWN AS A CONTINUING CARE RETIREMENT COMMUNITY), AN ACCREDITED ORGANIZATION UNDER THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES (CARF) STANDARDS AND HAS BEEN IDENTIFIED AS A 5 STAR RATED NURSING HOME BY THE CENTER OF MEDICARE AND MEDICAID SERVICES (CMS). KENDAL AT OBERLIN HAS ALSO RECEIVED A SPECIAL DESIGNATION AS A PERSON CENTERED LONG TERM CARE COMMUNITY AND AS A DEMENTIA CARE SPECIALTY PROGRAM BY CARF.(CONTINUED ON SCHEDULE O)KENDAL AT OBERLIN IS COMMITTED TO SOCIAL RESPONSIBILITY BY PROVIDING LEADERSHIP IN THE GREATER COMMUNITY AND MAKING KENDAL'S CAMPUS SPACES AND ONSITE PROGRAMS ACCESSIBLE TO THE LARGER COMMUNITY. SOME OF THE WAYS KENDAL CONNECTS WITH THE LARGER COMMUNITY INCLUDE:-KENDAL WELCOMES THE PUBLIC TO ART GALLERY TALKS, LECTURES, THEATRICAL AND MUSICAL PERFORMANCES FREE OF CHARGE.-OUR MEETING ROOMS WERE MADE AVAILABLE TO OVER 30 NONPROFIT ORGANIZATIONS FREE OF CHARGE.-MORE THAN 100 LOCAL STUDENTS FROM NURSING, REHABILITATION AND VOCATIONAL SCHOOLS WERE PROVIDED CLINICAL TRAINING AT KENDAL AT OBERLIN TO PREPARE THEM PROFESSIONALLY.-MORE THAN 36 AREA FAMILIES USE KENDAL'S ACCREDITED 5-STAR EARLY LEARNING CENTER PROGRAM (RATED BY THE STATE OF OHIO) FROM TODDLERS TO PRE-KINDERGARTEN CHILDREN. KENDAL AT OBERLIN'S EARLY LEARNING CENTER IS A PARTNER MEMBER AND ON THE STEERING COMMITTEE OF THE OBERLIN KIDS COLLABORATIVE THAT WAS ESTABLISHED BY THE UNITED WAY FOUNDATION. THE PROGRAM DEPENDS ON PARTNER ENGAGEMENT TO DEVELOP SOLUTIONS TO ENSURE ALL CHILDREN FROM BIRTH THROUGH PRE-K ENTER OBERLIN SCHOOL YEARS HEALTHY AND READY TO LEARN. THEIR FOCUS IS ON COMMUNITY-LEVEL IMPACT TO SUPPORT CHILDREN AND FAMILIES THROUGH SYSTEMS OF CHANGE, RESEARCH AND EVALUATION, ADVOCACY, AND PROGRAMMING. -KENDAL AT OBERLIN RECENTLY RECEIVED A PROGRAM OF DISTINCTION FROM GENERATIONS UNITED FOR ITS INTERGENERATIONAL PROGRAMMING OFFERED THROUGH KENDAL'S EARLY LEARNING CENTER, INVOLVEMENT WITH HIGH SCHOOL AND COLLEGE LEVEL STUDENTS IN PROGRAMMING THROUGHOUT THE CAMPUS COMMUNITY.-THE CITY OF OBERLIN WAS ALSO RECOGNIZED AS BEING ONE OF THE 5 BEST INTERGENERATIONAL COMMUNITIES.-KENDAL AT OBERLIN HAS MADE REAL ESTATE TAX PAYMENTS OF OVER $9.1 MILLION SINCE 2000. THIS HAS RESULTED IN SIGNIFICANT ECONOMIC IMPACT TO THE CITY OF OBERLIN AND THE LOCAL SCHOOL SYSTEM.-KENDAL AT OBERLIN HAS APPROXIMATELY 238 EMPLOYEES WHICH HAVE PROVIDED OVER $439 MILLION OF ECONOMIC BENEFIT IN THE LAST TWO DECADES TO LORAIN COUNTY FROM THE PAYROLL DOLLARS PAID TO EMPLOYEES.-KENDAL AT OBERLIN RESIDENTS, STAFF AND BOARD OF DIRECTORS HAVE VOLUNTEERED 62,472 OF RECORDED SERVICE HOURS ON AN ANNUAL BASIS THAT BENEFIT OVER 80 DIFFERENT NONPROFIT ORGANIZATIONS IN LORAIN COUNTY. THESE VOLUNTEER HOURS HAVE AN ECONOMIC VALUE OF OVER $2.0 MILLION PER YEAR FOR A CUMULATIVE IMPACT OF APPROXIMATELY $26.3 MILLION OVER THE PAST 2 DECADES.-KENDAL AT OBERLIN IS A LEADER IN THE FIELD OF AGING SERVICES AND HAS BEEN INSTRUMENTAL IN SUPPORTING BOTH THE NATIONAL AND STATE LEADERSHIP ACADEMY PROGRAMS THROUGH STAFF LEADERSHIP.-LEADING AGE AND LEADING AGE OHIO (NATIONAL AND STATE AGING SERVICES ORGANIZATION) HAS RECOGNIZED KENDAL AT OBERLIN FOR THE FOLLOWING PROGRAMS THAT ARE CONSIDERED MODEL PRACTICES:1. HUMAN RESOURCES APPROACH OF RECRUITING FROM WITHIN, WHICH HAS SUCCESSFULLY RECRUITED AND RETAINED CURRENT EMPLOYEES;2. THE FALLS AT RISK PROGRAM WHICH HAS REDUCED THE NUMBER OF RESIDENT FALLS AND INJURIES;3. RECEIVED THE PUBLIC TRUST AWARD FOR KENDAL AT OBERLIN'S PUBLICITY PLUGS PROGRAM FOR PROVIDING POSITIVE PUBLICITY FOR OBERLIN SCHOOLS;4. RECOGNIZED FOR ACHIEVING EXCELLENCE IN SURVEY RESULTS;5. RATED AS A 5 STAR RATING BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES WHICH IS THE HIGHEST RATING POSSIBLE AND PLACES KENDAL AT OBERLIN AMONG THE TOP SKILLED NURSING FACILITIES IN THE STATE OF OHIO;6. LEADINGAGE OHIO AWARDED KENDAL AT OBERLIN'S MOLLY KAVANAUGH THE EXCELLENCE IN COMMUNICATIONS AWARD FOR PROMOTING A POSITIVE IMAGE OF SENIOR SERVICES.-IN ADDITION, KENDAL AT OBERLIN'S RESIDENTS AND STAFF ACTIVELY CONTRIBUTE AND ENGAGE IN A VARIETY OF COMMUNITY EVENTS SUCH AS THE ""WALK TO END ALZHEIMER'S"", UNITED WAY, OBERLIN SCHOOLS AND OBERLIN COMMUNITY SERVICES TO NAME ONLY A FEW.KENDAL AT OBERLIN CONTINUES TO BE COMMITTED TO PROVIDING A HIGH QUALITY PROGRAM IN SERVICE TO THE RESIDENTS, IS A LEADER IN THE FIELD OF AGING SERVICES AND COMMITTED TO PROVIDING OUTREACH TO THE LARGER COMMUNITY, ""TOGETHER, TRANSFORMING THE EXPERIENCE OF AGING"".MARKETING AND COMMUNICATIONS-RECOGNIZING THE CHALLENGES OF MARKETING UNDER THE CURRENT CIRCUMSTANCES, THE MARKETING PROGRAM IS ADDING TO ITS DIGITAL STRATEGY IN ORDER TO MAINTAIN OCCUPANCY LEVELS.-ADDITIONAL RESOURCES HAVE BEEN PUT IN PLACE TO MAXIMIZE CONNECTIONS WITH WAITLIST AND PROSPECTIVE RESIDENTS VIA TELEPHONE, MAIL, EMAIL, AND VIRTUAL CONTACTS USING FACETIME, ZOOM, WEBEX AND SIMILAR VIDEOTELEPHONY TECHNOLOGIES.-DIGITAL EVENTS HAVE BEEN IMPLEMENTED FOR PROSPECTIVE RESIDENTS RELATED TO GENERAL KNOWLEDGE OF KENDAL AT OBERLIN AND THE FINANCIAL CONSIDERATIONS OF A LIFE PLAN COMMUNITY.-REGULAR UPDATES ON SOCIAL MEDIA SITES WITH VIDEOS, INSPIRATIONAL QUOTES AND ARTICLES, INCLUDING RESIDENTS AND PROSPECTS, TO ENGAGE WITH THE EXTERNAL COMMUNITY.-CREATION OF INFORMATIONAL VIDEOS, INCLUDING TOURS OF AVAILABLE APARTMENTS, RESIDENT TESTIMONIALS AND RESIDENT AND STAFF BIOS.-VIRTUAL SUPPORT GROUPS FOR HEALTH CENTER RESIDENCES' FAMILY MEMBERS, COORDINATED WITH SOCIAL WORKERS, ALLOWING FAMILY MEMBERS TO ASK QUESTIONS AND STAY CONNECTED WITH KENDAL AT OBERLIN.FINANCE-IN COLLABORATION WITH OTHER ORGANIZATIONS IN THE KENDAL SYSTEM, WE HAVE ENGAGED IN GROUP PURCHASING FOR SUPPLIES AND OTHER PURCHASES TO PROVIDE APPROPRIATE LEVELS OF SERVICE TO OUR RESIDENTS AND A SAFE ENVIRONMENT FOR OUR STAFF.-IN 2024, KENDAL AT OBERLIN'S RATING WAS AFFIRMED BY THE FITCH RATING AGENCY AND RECEIVED AN A+ WITH A STABLE OUTLOOK.

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Trantor Score

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

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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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Governance

Voting Members
19
Independent Members
19
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
9
$888,780
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
5
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
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