Civic Intelligence

Kendal Charitable Funds

990 • Fiscal year 2011 • EIN 23-2626425

Apr 01, 2010 to Mar 31, 2011 • Filed on Aug 22, 2011

Organization ProfileWWW.KENDAL.ORG
1107 East Baltimore Pike19348-2366
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.21x

Higher debt load relative to assets than 58% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$2,722,669

No earlier filing loaded for comparison.

Net Assets

$2,159,519

No earlier filing loaded for comparison.

Liabilities

$563,150

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$181,912

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $2,722,669Liabilities 2011: $563,150Net Assets 2011: $2,159,5192011Assets 2012: $3,216,412Liabilities 2012: $914,788Net Assets 2012: $2,301,6242012Assets 2013: $3,548,872Liabilities 2013: $1,109,300Net Assets 2013: $2,439,5722013Assets 2014: $3,809,656Liabilities 2014: $1,203,550Net Assets 2014: $2,606,1062014Assets 2015: $3,629,539Liabilities 2015: $978,677Net Assets 2015: $2,650,8622015Assets 2016: $3,830,552Liabilities 2016: $960,735Net Assets 2016: $2,869,8172016Assets 2017: $4,376,544Liabilities 2017: $1,145,758Net Assets 2017: $3,230,7862017Assets 2018: $3,887,707Liabilities 2018: $995,701Net Assets 2018: $2,892,0062018Assets 2019: $4,298,052Liabilities 2019: $926,827Net Assets 2019: $3,371,2252019Assets 2020: $4,685,477Liabilities 2020: $922,243Net Assets 2020: $3,763,2342020Assets 2021: $5,128,306Liabilities 2021: $950,561Net Assets 2021: $4,177,7452021Assets 2022: $3,972,193Liabilities 2022: $579,869Net Assets 2022: $3,392,3242022Assets 2023: $4,321,897Liabilities 2023: $371,225Net Assets 2023: $3,950,6722023Assets 2024: $4,700,173Liabilities 2024: $373,815Net Assets 2024: $4,326,3582024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2011

Assets$2,722,669
Liabilities$563,150
Net Assets$2,159,519
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0Expenses 2011: $181,9122011Expenses 2012: $24,7702012Expenses 2013: $108,4142013Revenue 2014: $162,396Expenses 2014: $139,466Net Income 2014: $22,9302014Revenue 2015: $267,086Expenses 2015: $92,539Net Income 2015: $174,5472015Revenue 2016: $359,324Expenses 2016: $44,768Net Income 2016: $314,5562016Revenue 2017: $187,776Expenses 2017: $113,064Net Income 2017: $74,7122017Revenue 2018: $243,684Expenses 2018: $235,860Net Income 2018: $7,8242018Revenue 2019: $184,155Expenses 2019: $130,788Net Income 2019: $53,3672019Revenue 2020: $365,031Expenses 2020: $134,061Net Income 2020: $230,9702020Revenue 2021: $226,039Expenses 2021: $53,099Net Income 2021: $172,9402021Revenue 2022: $227,490Expenses 2022: $151,717Net Income 2022: $75,7732022Revenue 2023: $451,921Expenses 2023: $109,231Net Income 2023: $342,6902023Revenue 2024: $226,284Expenses 2024: $149,057Net Income 2024: $77,2272024Revenue 2025: $88,810Expenses 2025: $48,635Net Income 2025: $40,1752025

Highlighted filing

2011

Revenue-
Expenses$181,912
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2010 to Mar 31, 2011
Signed
Aug 22, 2011
Return Version
2010v3.4
Gross Receipts
$129,776
Mission and Program Overview

Mission

Raise, receive, manage, invest and expend funds in support of thekendal corporation and its charitable purposes.

Major Activities

Activity 2
Perry fund - collage grant: further develop online wellness tool for older adults that provids information to the individual about steps to increase health while building a valuable database of health outcomes for older adults.
Activity 3
Perry fund - block grants: disbursed funds to our affiliates to design and implement a community benefit activity or program responding to the needs in their particular geographic setting.
Filing and Contact Details

Filer

EIN
23-2626425
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IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance06850
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance06850
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance06850
IRS990ScheduleD/DistributionsDuringYear039763
IRS990ScheduleD/EndingBalance0403156
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/ExcessOrDeficitForYear0-53653
IRS990ScheduleD/ExcessOrDeficitPerFS0101747
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal0181912
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0TRUSTEE FOR A POOLED INCOME FUND FOR DONORS FROM AFFILIATES.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1PERMANENTLY RESTRICTED NET ASSETS ARE TO BE HELD IN PERPETUITY. THE INCOME DERIVED FROM THESE FUNDS IS UNRESTRICTED.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2THE KENDAL CORPORATION, KENDAL CHARITABLE FUNDS, AND KENDAL NEW YORK ARE EXEMPT ORGANIZATIONS AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE KENDAL CORPORATION, KENDAL CHARITABLE FUNDS, AND KENDAL NEW YORK FOLLOW THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON THE CORPORATION'S CONSOLIDATED FINANCIAL STATEMENTS. THE KENDAL CORPORATION, KENDAL CHARITABLE FUNDS, AND KENDAL NEW YORK'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE CORPORATIONS ARE NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS. THE CORPORATIONS ARE NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS 2008 TO 2010 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART IV, LINE 1B:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference2PART X:
IRS990ScheduleD/IncludedOnFS00
IRS990ScheduleD/NetUnrealizedGainsInvestments0155400
IRS990ScheduleD/NetUnrealizedGLOnInvestments0155400
IRS990ScheduleD/OtherLiabilities/Amount0559870
IRS990ScheduleD/OtherLiabilities/Description0UNITRUST AND CGA LIABILITY
IRS990ScheduleD/PermanentEndowmentEOYBalance01.00000
IRS990ScheduleD/RevenueNotRptdF9900155400
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal0128259
IRS990ScheduleD/TotalAdjustments0155400
IRS990ScheduleD/TotalExpenses0181912
IRS990ScheduleD/TotalExpensesPerForm9900181912
IRS990ScheduleD/TotalOfAmounts0559870
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenue0128259
IRS990ScheduleD/TotalRevenuePerForm9900128259
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0181912
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0283659
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: AN ANNUAL WRITTEN REPORT IS REQUIRED OF GRANTEES SHOWING REVENUE AND EXPENSE. FUNDS ARE DISBURSED UPON NOTIFICATION THAT THE PROJECT HAS COMMENCED.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,722,669
Liabilities
$563,150
Net assets
$2,159,519
Revenue
-
Expenses
$181,912
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.09$0.05$0.04
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.70$0.37$4.33$0.23$0.15$0.08
2023Summary only. Only limited summary data is available for this year.$4.32$0.37$3.95$0.45$0.11$0.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.58$3.39$0.23$0.15$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.13$0.95$4.18$0.23$0.05$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.69$0.92$3.76$0.37$0.13$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.30$0.93$3.37$0.18$0.13$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$1.00$2.89$0.24$0.24$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.38$1.15$3.23$0.19$0.11$0.07
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.83$0.96$2.87$0.36$0.04$0.31
2015Detailed filing. Detailed filing data is available for this year.$3.63$0.98$2.65$0.27$0.09$0.17
2014Detailed filing. Detailed filing data is available for this year.$3.81$1.20$2.61$0.16$0.14$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.55$1.11$2.44$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.91$2.30$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.56$2.16$0.18