KENDAL AGING (EIN 823361136) - 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

2017

Legal Domicile

Principal Officer

VASSAR BYRD

Phone

6103351200

Tax Period

2024-01-01 to 2024-12-31

KENDAL AGING, founded in 2017, is a small nonprofit in the Housing & Shelter sector that reported $687K in total revenue in fiscal year 2024. Revenue surged 86% from the prior year, signaling strong growth momentum.

Mission

TO DEVELOP, SUPPORT & COORDINATE A SYSTEM OF LIFE PLAN COMMUNITIES & SERVICES FOR OLDER PERSONS

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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 $0

Program Service Revenue $686,664

Investment Income $0

Other Revenue $0

TOTAL REVENUE $686,664

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $686,664

Other Expenses $686,664

TOTAL EXPENSES $686,664

Year-over-Year Comparison

	2024	2023	Change
Revenue	$686,664	$369,515	+0.9%
Expenses	$686,664	$369,515	+0.9%
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

$869,892

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
GEORGIA ANETZBERGER	MEMBER [VICE CHAIR THRU AUG 2024]	0.15	Officer Director	$0	$0	$0
RICHARD BAZNIK	MEMBER	0.15	Director	$0	$0	$0
WILLIAM BENSON	MEMBER	0.15	Director	$0	$0	$0
CASEY BROWER	MEMBER	0.15	Director	$0	$0	$0
ANNA MARIE BUTRIE	MEMBER	0.15	Director	$0	$0	$0
BROOKE CARROLL	MEMBER	0.15	Director	$0	$0	$0
JULIE HOUPT	MEMBER	0.15	Director	$0	$0	$0
JEFF LAYTON	MEMBER	0.15	Director	$0	$0	$0
RICHARD MELECKI	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
VASSAR BYRD	PRESIDENT & CEO EFFECTIVE JAN 2024	2.00	Officer	$0	$23,179	$447,730
AMY HARRISON	CFO [INTERIM CEO THRU JAN 2024]	2.50	Officer	$0	$54,471	$422,162

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	$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

KENDAL AGING