KENDAL AGING

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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

2017

Legal Domicile

Principal Officer

VASSAR BYRD CEO

Phone

6103351200

Tax Period

2025-01-01 to 2025-12-31

KENDAL AGING, founded in 2017, is a small nonprofit in the Housing & Shelter sector that reported $997K in total revenue in fiscal year 2025. Revenue surged 45% from the prior year, signaling strong growth momentum.

Mission

TOGETHER TRANSFORMING THE EXPERIENCE OF AGING

Program Service Accomplishments

Program 1

Expenses: $997,338 Revenue: $997,338

PROVIDED SUPPORT SERVICES IN THE OPERATION OF COMMUNITIES AND SERVICES IN CALIFORNIA. DURING 2025, SERVICES WERE PROVIDED TO KENDAL AT SONOMA, KENDAL AT VENTURA AND LIFE PLAN HUMBOLDT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $997,338

Investment Income $0

Other Revenue $0

TOTAL REVENUE $997,338

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $997,338

Other Expenses $997,338

TOTAL EXPENSES $997,338

Year-over-Year Comparison

	2025	2024	Change
Revenue	$997,338	$686,664	+0.5%
Expenses	$997,338	$686,664	+0.5%
Net Income	$0	$0	N/A

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

N/A

Volunteers

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

$868,633

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNETHA HALL	CHAIR	1.00	Officer Director	$0	$0	$0
MARGARET PLANK	VICE CHAIR	0.25	Officer Director	$0	$0	$0
STAN PELLI	TREASURER	0.25	Officer Director	$0	$0	$0
JODI LEESER	SECRETARY	0.15	Officer Director	$0	$0	$0
PAUL COONEY	ASSISTANT SECRETARY	0.15	Officer Director	$0	$0	$0
ANNA MARIE BUTRIE	MEMBER	0.15	Director	$0	$0	$0
BROOKE CARROLL	MEMBER	0.15	Director	$0	$0	$0
DANIEL CHURCHILL	MEMBER	0.15	Director	$0	$0	$0
BARBARA FREEDMAN	MEMBER	0.15	Director	$0	$0	$0
DIANE GIBSON	MEMBER	0.15	Director	$0	$0	$0
JULIE HOUPT	MEMBER	0.15	Director	$0	$0	$0
ROSA LICEA-MAILLOUX	MEMBER	0.15	Director	$0	$0	$0
SUSAN MURPHY	MEMBER	0.15	Director	$0	$0	$0
ANNE PAGE	MEMBER	0.25	Director	$0	$0	$0
HOWARD SMITH	MEMBER	0.15	Director	$0	$0	$0
JEFF LAYTON	MEMBER - LEFT AUG 2025	0.15	Director	$0	$0	$0
VASSAR BYRD	PRESIDENT & CEO	2.00	Officer	$0	$25,040	$463,876
AMY HARRISON	CFO	2.50	Officer	$0	$64,168	$404,757

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
2025	$997,338	$997,338	No data	No data
2024	$686,664	$686,664	No data	No data
2023	$369,515	$369,515	No data	No data
2022	$333,718	$333,718	No data	No data
2021	$1,723,682	$1,723,682	No data	No data
2020	$93,648	$93,648	No data	No data
2019	$330,500	$330,500	No data	No data