KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY

EIN: 814896082 501(c)(3) Housing & Shelter

HEALDSBURG, CA

Total Revenue
$600,378
Total Expenses
$8,404,523
Total Assets
$374,782,099
Net Assets
$-21,400,612
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
CA
Principal Officer
ROB LIPPINCOTT
Phone
7078663676
Tax Period
2023-01-01 to 2023-12-31

KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY, founded in 2016, is a small nonprofit in the Housing & Shelter sector that reported $600K in total revenue in fiscal year 2023. Revenue surged 7076% from the prior year, signaling strong growth momentum. Expenses of $8.4M exceeded revenue, resulting in a 1300% operating deficit.

Mission

TO OPERATE A ZEN-INSPIRED COMMUNITY FOR OLDER ADULTS TO FURTHER THE VALUES AND IDEALS OF KENDAL AND SAN FRANCISCO ZEN CENTER

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $254,347
Investment Income $326,875
Other Revenue $19,156
TOTAL REVENUE $600,378

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,664,053
Fundraising Expenses $0
Program Expenses $3,549,434
Other Expenses $5,740,470
TOTAL EXPENSES $8,404,523

Year-over-Year Comparison

2023 2022 Change
Revenue $600,378 $8,366 +70.8%
Expenses $8,404,523 $2,941,936 +1.9%
Net Income $-7,804,145 $-2,933,570 +1.7%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
10
Independent Members
10
Employees
52
Volunteers
10

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
8
$766,528
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROB LIPPINCOTT CHAIR 8.00
Officer Director
$0 $0 $0
GREG MCCLUNE VICE CHAIR 3.00
Officer Director
$0 $0 $0
SPENCE HAMRICK TREASURER 3.00
Officer Director
$0 $0 $0
SUSAN O'CONNELL SECRETARY 3.50
Officer Director
$0 $0 $0
PAUL KUENSTNER DIRECTOR 2.00
Director
$0 $0 $0
ROY REMER DIRECTOR 1.50
Director
$0 $0 $0
WALTER KEISER DIRECTOR 2.00
Director
$0 $0 $0
ALISON LUM DIRECTOR 1.00
Director
$0 $0 $0
DAN HIRSCH DIRECTOR 1.00
Director
$0 $0 $0
LAURA FERRACANE DIRECTOR 1.00
Director
$0 $0 $0
ROSEMARY JORDAN CHIEF EXECUTIVE OFFICER 40.00
Officer
$409,662 $6,596 $416,258
TIMOTHY SWORDS ENDED 42023 CHIEF FINANCIAL OFFICER 40.00
Officer
$90,538 $3,643 $94,181
PAMELA COLEMAN VP OF HR 40.00
Officer
$126,079 $5,903 $131,982
NESTOR ELIGIO-MENDEZ VP OF RESIDENT EXPERIENCE/OPS 40.00
Officer
$120,394 $3,713 $124,107
CHANDRA JONES EXECUTIVE ASSISTANT 40.00
Highest
$111,327 $3,903 $115,230
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 $600,378 $8,404,523 $374,782,099 $-7,804,145
2022 $8,366 $2,941,936 $332,359,622 $-2,933,570
2021 $13,400 $4,561,339 $324,503,626 $-4,547,939
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY with other nonprofits in California and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.